Public Services Procedures

Two Minute Tutorials:

• Checking Out in Leap

• Normal Check in

• Bulk Mode Check in

• In House and Inventory Mode

• Missing Part Check In Mode in Leap

• Resolving Claim Missing Parts Items in Leap

• Registering a Local Patron 

• Re-Registering or Updating a Patron

• Renewing a Library Card

• Registering a Non-CCS Reciprocal Borrower

• Polaris Patron Associations

• Creating Patron Associations in Leap

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Two Minute Tutorials:

• Renewing Items in Leap

• Polaris Auto-Renewal

• Removing a Deposit from a Patron's Account

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Two Minute Tutorials:

• Placing Holds in Leap, Pt 1

• Placing Holds in Leap, Pt 2

• Managing Holds in Leap

• Multiple Holds in Leap

• Grouping Holds in Leap

• New for 6.7 Hold Requests for Multiple Patrons on One Title

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Holds Maintenence

Two Minute Tutorials:

• Modifying Item Circulation Status from the Check In Workform

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Two Minute Tutorials:

• Creating Record Sets in Leap

• Creating Record Sets in the Staff Client

• Patron Record Bulk Changes

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• Also read about how libraries are using Record Sets!

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Two Minute Tutorials:

• The Quick Search Box

• The Leap Find Tool, Part 1: Search Database, Mode, and Qualifier

• The Leap Find Tool, Part 2: Relation

• The Leap Find Tool, Part 3: Filters

• The Leap Find Tool, Part 4: Wildcards

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Notices & Reports

Two Minute Tutorials:

• Polaris Print Notices 

• Generating Print Notices in the Staff Client

• New for 6.7 Generating Print Notices in Leap

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Online Tutorials:

Types of Polaris Offline

Polaris Remote Offline: Logging In & Checking Out Items

Polaris Remote Offline: Registering New Patrons

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Also check out the Offline FAQ blog posts for the Morton Grove and Indian Trails implementations

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Online Tutorials:

-Introduction to Outreach Functionality

-Configuring an Outreach Patron

-Identifying Outreach Patrons with the Outreach Services Manager

-Using the Outreach Services Selection List

-Running the Outreach Picklist

-Outreach Services Packing List and Patron Ratings

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