Introduction to Polaris & CCS  Training Kit

Leap Basics Module

Objectives

When finished with this module, staff will know how to:

  • How to log into Leap 

  • The basics of the Polaris bibliographic, item, and patron records 

  • How to use the Workform Tracker 

  • Where to search in Leap 

  • Customize the Find Tool 

To complete this module:

  1. Watch the related Two-Minute Tutorials​ (jump to section)

  2. Read through the documentation (jump to section)

  3. Perform the training Labs (jump to section)

  4. Take the unit quiz (jump to section)

 
Two-Minute Tutorials

Getting Started with Leap

Click on video to watch in full screen.

Introduction to Patron Records

Click on video to watch in full screen.

Looking at a Bibliographic Record in Leap

Click on video to watch in full screen.

Looking at an Item Record in Leap

Click on video to watch in full screen.

Introduction to the Leap Search Tools

Click on video to watch in full screen.

Using the Workform Tracker

Click on video to watch in full screen.

 
Documentation

1. Customizing the Leap Find Tool and Workform Tracker

Instructions for how to adjust available settings in Leap to better fit your needs or preferences. 

2. Understanding the Find Tool Results List

Context on how the Leap Find Tool displays results. 

3. Troubleshooting Leap

Explains common issues or errors you may run into in Leap.

 
Labs

LAB 1: Logging In and Records

Download PDF

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LAB 2: Introducing the Leap Search Tools

Download PDF

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