• CCS

How to Prepare: Workstation Follow-Up


This week's How to Prepare is a short survey with follow-up questions relating to Polaris workstations - specifically, self-check stations and the staff client. Please have appropriate staff read through this blog post and complete the Polaris Workstation Follow-Up Survey by Friday, September 1st. Preview the survey in PDF format here.

Self-Check Workstations

The first piece of information needed is about self-check units and workstation names. Earlier in the migration, we asked libraries for self-check information such as number of current units, number of anticipated new self-check units to be added through April 2018, vendor, etc. We want to verify the amounts collected and give libraries the opportunity to make any adjustments to the number of anticipated self-check additions through April 2018.

We also need to know which of the submitted workstations are to be used with self-checks, both current and anticipated. Please review your library's list of workstation names and, on the survey, indicate which workstations are to be used with your library's self-checks. If your library has already indicated a self-check workstation to us, the workstation is highlighted in orange; please verify these are correct.

Staff Client Workstations

In addition to the self-check workstation information, we also need to know which workstations will need to access the staff client post-migration. To help libraries determine which workstations will need the staff client, here is a brief outline of functions that can be performed in LEAP vs functions that can be performed in the staff client:

LEAP

  • Public service desk functions (circulation, searching, placing holds)

  • Limited group changes at check-in, including: Collection, Shelf Location, Material Type, Circulation Status and Blocks.

  • Adding single item records

  • Deleting single item records

Staff Client

  • Setup for outreach and Books by Mail services (circulation functions related to these features can be performed in LEAP)

  • Transferring holds from one record to a second

  • Offline mode

  • eCommerce (Point of sale integration planned for Leap by the end of 2018. eCommerce is currently integrated in PowerPac.)

  • Majority of technical services functions including:

  • Editing of bibliographic information

  • Adding or deleting items in bulk

Using your library's list of workstation names, indicate on the survey which workstations will need to access the staff client.

A note about training: The main purpose of designating workstations that will have access to the staff client is to help streamline the login process after the migration. Please report workstations that need access to the staff client post-go-live in the survey.

During the training phase of the migration, staff will likely be training on computers that may not need to access the staff client after we are live on Polaris. Libraries may set up the staff client on as many computers as needed during the training phase, and simultaneous connections will be limited to the number of licenses each library has.

Again, please complete the Polaris Workstation Follow-Up Survey by Friday, September 1st. If you have any questions, please contact Debra (847-483-8595) or Mieko (847-483-8956).