Staff Client Help v7.0
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PROutreach2/Outreach_Services_Selection_List_Workform.htm">Open topic with navigation</a>
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<h1><a name="kanchor278"></a><a name="IX_described_151"></a>Outreach Services Selection List Workform</h1>
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<p>Use the Outreach Services Selection List workform to build a list of titles for a patron based on the patron’s preferences, and to generate a pick list from the generated titles. See <a href="../../Patron_Services/PPoutreach/Outreach_Services_Processing.htm#XREF_58531_Outreach_Services">Outreach Services Processing</a>. Use the toolbar of the workform to:</p>
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<ul type="disc">
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<li>
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<p class="FM_Task"><span class="FM_BulletHead">Print information from this workform</span> - Select <b>File, Print, Current View</b>; <b>File, Print, Pick List</b>; <b>File, Print, Pick List Report</b>; or click the down arrow by the print button <img alt="PrintButtonArrow.gif" style="margin-bottom: -13.750pt;width: 41;height: 41;" id="image0" src="PrintButtonArrow_41x41.gif" />. </p>
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</li>
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<p class="NoteShade"><b>Tip:<br /></b>The pick list is the list of specific potential items for the outreach services patrons on the Patrons list. If you select <b>Pick List Report</b> for printing, you can sort the list by fields such as Call Number and Collection, so that it is easier to pick the items from the shelf. The report also includes information about whether patrons have read or placed hold requests on their items.</p>
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<p class="FM_Task" style="font-weight: bold;"><span class="FM_BulletHead" style="font-style: normal;font-weight: bold;font-size: 11.0pt;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Views</span>
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</p>
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</li>
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<li>
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<p class="FM_Bullet"><span class="FM_BulletHead">Create a selection list</span> - Select <b>View, Selection List</b>, or click <img alt="ORSelect.gif" style="margin-bottom: 0.000pt;width: 26;height: 24;" id="image1" src="ORSelect_26x24.gif" />. See <a href="../PROutreach/Outreach_Services_Manager_-_Patrons_View.htm#XREF_68533_Outreach_Services">Outreach Services Manager - Patrons View</a>.</p>
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</li>
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<li>
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<p class="FM_Bullet"><span class="FM_BulletHead">Work with the patron’s pick list</span> - Select <b>View, Pick List</b>, or click <img alt="OutRchItems.gif" style="margin-bottom: 0.000pt;width: 24;height: 25;" id="image2" src="OutRchItems_24x25.gif" />. See <a href="../PROutreach/Outreach_Services_Manager_-_Pick_List_View.htm#XREF_34250_Outreach_Services">Outreach Services Manager - Pick List View</a>.</p>
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.0</span></td>
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<h1><a name="kanchor3228"></a><a name="IX_Pick_List_view"></a><a name="XREF_34250_Outreach_Services"></a>Outreach Services Selection List Workform - Pick List View</h1>
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<p>Use the Outreach Services Manager - Pick List view to display and process the items you selected from the patron’s selection list. See <a href="../../Patron_Services/PPoutreach/Process_items_for_an_individual_patron.htm#XREF_76862_Create_a_pick_list">Process items for an individual patron </a>.</p>
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<ul>
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<li>Remove an item from the pick list - Select the item, and click <img alt="PickListMinus.gif" src="PickListMinus_16x16.gif" class="imginline" style="width: 16;height: 16;" />.
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</li>
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<li> Find an item and add it to the pick list - Click <img alt="PickListFind00606.gif" src="PickListFind00606_16x16.gif" class="imginline" style="width: 16;height: 16;" />. The Polaris Find Tool opens. Search for the item, right-click it in the Find Tool results list, and choose <b>Select</b> from the context menu.
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</li>
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<li>Add a patron’s held items to the pick list - Click <img alt="ORSAddHeldIcon.gif" src="ORSAddHeldIcon_16x16.gif" class="imginline" style="width: 16;height: 16;" />. If no items are being held for the patron, you see a message. If there are held items, they are added to the pick list. A Held for Patron icon <img alt="HeldForPatron.gif" src="HeldForPatron_16x16.gif" class="imginline" style="width: 16;height: 16;" /> marks the held items in the pick list.
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</li>
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<li>Save the pick list - Click <img alt="SaveBtn.gif" src="SaveBtn_16x16.gif" class="imginline" style="width: 16;height: 16;" /> to save any changes to the patron’s pick list.
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</li>
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<li>Place hold requests for items - Select the items, and click <img alt="but_hold.gif" src="but_hold_16x16.gif" class="imginline" style="width: 16;height: 16;" />. Use the <b>CTRL</b> or <b>SHIFT</b> keys to select multiple items.
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</li>
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<li>Check out items - Select the items, and click <img alt="but_chko.gif" src="but_chko_16x16.gif" class="imginline" style="width: 16;height: 16;" />. Use the <b>CTRL</b> or <b>SHIFT</b> keys to select multiple items. You can set a special loan period for the items.
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</li>
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<li>Print a packing list for reader ratings - If automatic packing list printing is specified, the packing list prints instead of the check-out receipt.
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.0</span></td>
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2021</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</span></a></td>
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<h1><a name="kanchor3417"></a><a name="IX_Selection_List_view"></a><a name="XREF_68533_Outreach_Services"></a>Outreach Services Selection List Workform - Selection List View</h1>
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<p>Use the Outreach Services Selection List workform - Selection List view to build a selection list for the outreach services patron. The selection list consists of titles with attached items that are candidates for checkout to the patron according to the patron’s preferences. See <a href="../../Patron_Services/PPoutreach/Process_items_for_an_individual_patron.htm#XREF_76862_Create_a_pick_list">Process items for an individual patron </a>.</p>
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<ul type="disc">
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<li>
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<p class="FM_Task"><span class="FM_BulletHead">Set the branches whose items can be candidates</span> - Select <b>Default Branches</b> to restrict the items to a group of branches determined by your library. The default branches are set in Polaris Administration. Or select a specific branch to restrict the items to those belonging to the selected branch. Your library may allow only items from your logged-in branch, typically the branch where you are working, as selection list candidates. If this is the policy, only the logged-in branch is available in the list.</p>
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</li>
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<li>
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<p class="FM_Task"><span class="FM_BulletHead">Build the selection list</span> - Click <b>Build List</b>. The Titles list displays titles (bibliographic records) with attached items that fill the requirements set by the patron’s preferences and your branch selection. Titles are ranked by relevancy, but you can click a column head to sort by the list by title, author, or publication date. The physical items associated with these bibliographic titles are potential selections for the patron’s pick list.</p>
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<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Add any title to the selection list</span> - Click <span style="font-size: 9.0pt;"><img alt="PickListFind.gif" style="width: 15.209pt;height: 15.933pt;margin-bottom: -6.000pt;" id="image3" src="PickListFind.gif" />, search for the title, </span>right-click it in the Find Tool results list, and choose <b>Select</b> from the context menu. However, this method ignores any branch settings you have made.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">View a bibliographic record in the selection list</span> - Double-click the title to open the bibliographic record, or right-click the title in the selection list and select <b>Preview</b> to see more information about the title without opening the record.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Place a bibliographic hold request for the patron</span> -  Right-click the title in the selection list and select <b>Place hold</b> from the context menu.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Add items to the pick list</span> - Select a title in the Titles list. The Items list displays the items associated with the selected title. Then select the title in the Titles list and click <img alt="PickListPlus.gif" style="width: 16.758pt;height: 15.299pt;margin-bottom: -1.000pt;" id="image4" src="PickListPlus.gif" /> above the Items list. A check icon <img alt="ORSCheckIcon.gif" style="width: 9.919pt;height: 9.919pt;margin-bottom: 0.000pt;" id="image5" src="ORSCheckIcon.gif" /> appears beside the title and its associated item to indicate that the item has been placed on the pick list. Repeat to add additional items to the pick list.</p>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.0</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2021</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc."><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
Reference in New Issue
Block a user