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<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" /><title>Polaris Patron Services Overview</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services/PPabout/Patron Services topics.htm">Open topic with navigation</a>
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<h1><a name="XREF_16603_Patron_Services"></a>Polaris Patron Services Overview<span style="font-weight: bold;"><a name="CSH_2"></a></span></h1>
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<p>Patron Services in Polaris includes features and functions for staff to create and modify patron records; manage patron accounts; circulate items; put items on hold; and perform other circulation tasks. See the following topics for more information:</p>
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<p><a href="../PPstart/Getting_Started_in_Patron_Services.htm#XREF_18475_Getting_Started_in">Getting Started in Patron Services</a> </p>
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<p class="indent">Overview of patron services functions; patron records and how to find and display them.</p>
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<p><a href="../PPregstr/Patron_Registration.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Patron Registration</span></a>
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</p>
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<p class="indent">Creating, modifying, merging, and deleting patron records; patron photos; patron reading histories; posting and managing patron messages; patron associations; deleting and merging records; generating patron mailing labels.</p>
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<p><a href="../PPpatrecbulk/Bulk-Changing_Patron_Records.htm#XREF_83470_Registering_Patrons">Bulk-Changing Patron Records</a> </p>
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<p class="indent">Creating record sets to bulk-change multiple patron records.</p>
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<p><a href="../PPworkstn/Circulation_Workstations_Receipts_Sounds_Smart_Cards.htm#XREF_58099_Receipts_Sounds">Circulation Workstations: Receipts, Sounds, Smart Cards</a> </p>
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<p class="indent">Setting up the workstation for receipt printing, sound alerts for messages and blocks, and smart card use.</p>
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<p><a href="../PPckout/Check-Out_and_Renewal.htm#XREF_63116_Checking_Out">Check-Out and Renewal</a> </p>
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<p class="indent">Check-out blocks and messages; check-out and renewal; circulating on-the-fly uncataloged items; overview of item records.</p>
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<p><a href="../PPblocks/Working_with_Blocks_Stops.htm#XREF_36202_Working_with">Working with Blocks (Stops)</a> </p>
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<p class="indent">Resolving patron and item blocks at circulation; adding and deleting patron blocks.</p>
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<p><a href="../PPckin/Check-In.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Check-In</span></a>
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</p>
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<p class="indent">Checking in items; bulk check-in; managing fines at check-in; checking in new shelf-ready items; in-house usage.</p>
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<p><a href="../PPquickcirc/Circulating_Ephemeral_Items.htm#XREF_68346_Unit_Title_heading">Circulating Ephemeral Items</a> </p>
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<p class="indent">Creating quick-circ (ephemeral) items for circulation; quick-circ check-out and check-in.</p>
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<p><a href="../PPinventory/Taking_an_Item_Inventory.htm#XREF_57442_Checking_In">Taking an Item Inventory</a> </p>
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<p class="indent">Inventorying items on the shelf; inventory reports.</p>
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<p><a href="../PPclaims/Working_with_Claims.htm#XREF_21373_Working_with_Claims">Working with Claims</a> </p>
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<p class="indent">Assigning a claim status to an item when a patron claims she returned the item or never had it; resetting a patron’s total claims count; estimating fines on claimed and lost items.</p>
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<p><a href="../PPlost/Managing_Lost_Items.htm#XREF_14110_Managing_Lost_Items">Managing Lost Items</a> </p>
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<p class="indent">Processing items that are declared lost, and items that have been declared lost but turn up at circulation.</p>
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<p><a href="../PPuseacct/Patron_Status_and_Accounting.htm#XREF_59746_Using_Patron">Patron Status and Accounting</a> </p>
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<p class="indent">Displaying and printing items out for a patron; estimating fines on currently checked out items; notice histories; patron accounting, including assigning, paying, and waiving charges; refunding and crediting payments; credit card processing; making and reconciling deposits; using collection agencies.</p>
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<p><a href="../PPholds/Working_with_Hold_Requests.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Working with Hold Requests</span></a>
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</p>
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<p class="indent">Placing, modifying, and cancelling holds; the holds queue; processing requests-to-fill; filling hold requests at circulation.</p>
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<p><a href="../PPill/Working_with_Interlibrary_Loans.htm#XREF_12272_Working_with">Working with Interlibrary Loans</a> </p>
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<p class="indent">The interlibrary loan process, from creating and exporting an ILL request to receiving an ILL item and returning the ILL item.</p>
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<p><a href="../PPBorrowBM/Borrow_By_Mail_Circulation.htm#XREF_58531_Managing_Course">Borrow By Mail Circulation</a> </p>
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<p class="indent">Placing Borrow by Mail requests; processing Borrow by Mail items for shipment.</p>
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<p><a href="../PPoutreach/Outreach_Services_Processing.htm#XREF_58531_Outreach_Services">Outreach Services Processing</a> </p>
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<p class="indent">Setting up outreach (homebound) patron profiles; suspending and reactivating service; creating title selection lists; processing multiple outreach services patrons; working with reader ratings.</p>
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<p><a href="../PPcourseres/Managing_Course_Reserves.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Managing Course Reserves</span></a>
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</p>
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<p class="indent">Setting up course records; placing items on reserve; circulating reserved items, including templates for instructor-owned or temporary course reserve items; notices for instructors.</p>
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<p><a href="../PPquickref/Patron_Services_Circulation_Shortcut_Keys.htm#XREF_62611_Patron_Services">Patron Services/Circulation Shortcut Keys</a> </p>
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<p class="indent">List of shortcut keys formatted for convenient printing and clipping.</p>
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</div>
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</div>
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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">7.1</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">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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<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 documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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