Polaris Application Overview

Polaris is a Microsoft Windows-based client-server application. Staff members use staff client software, while the server stores, retrieves, and protects data.

Library staff and administrators use the staff client to do administrative, technical services, and patron services tasks.

Your patrons may use one or a combination of the following Web-based applications:

Your Polaris system may also include Polaris ExpressCheck client workstations for self-check and patron account access, Polaris Inventory Manager software and hardware, and other related products.

Certain features, functions, and user-interface elements are common throughout the Polaris application. See the following topics for more information on these:

Getting Started in Polaris

Features, functionality, and navigation methods common throughout Polaris; how to use the Polaris Shortcut Bar and workforms; printing records; logging on and exiting Polaris; viewing available Polaris licenses.

Finding Polaris Records

Basic searching; browse, keyword, and phrase searches; how to focus searches. Search tips.

Creating and Deleting Records

Creating records; linking records; deleting records.

Creating and Using Record Sets

Creating record sets and using them to do bulk processing on many records simultaneously.

Using Polaris Standard Reports

Generating standard and custom reports in Polaris; reference list of standard reports.

Using Online Help

Help menu options; context-sensitive help with workforms and dialog boxes.

Basic Shortcut Keys

List of shortcut keys formatted for convenient printing and clipping.