Using Remote Offline

Staff should use remote offline when able to connect to the Polaris terminal server, but Polaris is either down or is functioning incorrectly.

 

(Local offline should be used when staff are unable to connect to the terminal server, typically due to an Internet outage).  

 

Testing Remote Offline

  • Ensure the Polaris remote desktop connection is installed on appropriate computers

  • Make sure all computers that will be checking out materials in offline mode are registered workstations in Polaris

  • Connect to the terminal server to make sure access is working properly

  • Practice checking out materials and registering new patrons in Polaris offline

  • Practice printing receipts in Polaris offline

  • If you will be using self checks in offline mode, run an offline test

Using Offline

Checkout Procedures

To access Polaris offline, open the Polaris Production icon.

If prompted, log in to the terminal server with your designated terminal server login and password. Remember, only one person can be logged into a given terminal server at a time.

 

Enter your username in the User name field. Check the "Work off-line" box. You do not need to enter your Polaris password.

The title bar will indicate you have successfully logged in to Offline. Most functions will be grayed out and unavailable to staff.

To check out materials, open the Circulation menu. Select Check Out.

*Note: While "Check In" is available for staff to select, do not check in materials on offline.

Prior to checking out any materials, select the Tools tab and click "Options."

Select "Check out receipt" and choose the correct printer and driver from the drop-down Printer list. Click OK.

To checkout, enter the patron's barcode in the "Patron barcode" field. Be careful to enter in the barcode correctly. Polaris offline will not be able to identify invalid patron barcodes. Once the barcode is typed in, press enter.

If the patron exists in the database, the patron's name and library should populate those fields. 

Type or scan the item's barcode in the "Item barcode" field. 

A window with patron blocks may appear. Library staff can select Yes to continue checking out materials.

If you do not adjust the due date using the Special button, the item will check out for the library's default checkout period (21 days in most instances).

To adjust due dates, click "Special" before checking the item out. (Due dates of items already checked out cannot be modified). 

Modify the due date by selecting a new date from the calendar on the left, or change the loan period value using the drop down menus on the right.

Next, decide if you want the adjusted loan period to:

  • Apply to the next item only. After the next item is checked out, the loan period will go back to the default

  • Apply to all subsequent items checked out to this patron. After the patron's checkout is completed, the loan period will go back to the default

  • Apply to all check-outs moving forward; the adjusted loan period will be applied until reset

If you select Apply to all check-outs, the adjusted due date will continue to be applied to all items moving forward.

This change will continue to be applied to all subsequent patrons until the "Reset" button is clicked. Selecting the Reset button will reset the due date to the default.

Once all items have been checked out to the patron, place your cursor in the empty "Item barcode" field and click the Enter key.

This will complete the transaction for the current patron and prompt a checkout receipt to print.

*Note: Selecting the "Print" button will print the entire screen, rather than just the checkout slip.

 

Patron Registration

To register a new patron, open the Patron Services tab and select Patron Records.

Complete the patron registration workform with all patron information.

 

To add an address, select the "Add" button underneath the address window.

Complete the patron's address fields and click ok.

Once all fields are filled out on the Address and Phone tab, click the General tab to complete additional information, such stat class, birth date, and more.

*Note: ILL/RB Library Code is a required field. Select your library from the drop-down list. If you are registering an reciprocal patron, select that patron's home library.

Once all fields are filled out, click the save button.

You'll receive a notification that the patron record has been saved. 

 
Logging Off

Library staff should log off of Polaris every 2-3 hours. To log off, select File and Log Off.

To log back in, select File and Log On.

At the end of the day, log off, and click Exit. Select the Logoff icon from your desktop or start menu to disable to remote desktop connection.