Introduction to Polaris & CCS Training Kit
Serials Module Part 1: Introduction and Essential Set Up Tasks
Objectives
When finished with this module, staff will know how to:
-
Understand the functionality of the Serials Module
-
How to set up a Serial Item Template
-
How to set up the Label Manager to print labels
-
How to record the issue designation properly
To complete this module:
-
Review the serials training PowerPoint presentation for an introduction to the functionality of the Serials Module: Polaris Serials Training.
-
Watch the related Two-Minute Tutorials (jump to section)
-
Read through additional documentation (jump to section)
-
Perform the training Labs (jump to section)
-
Take the unit quiz (jump to section)
Two-Minute Tutorials
Staff Client: Serial Holdings Records
Click on video to watch in full screen.
Staff Client: Serials Label Set Up
Click on video to watch in full screen.
Creating Serial Item Templates
Click on video to watch in full screen.
Documentation
1. Staff Client: Serial Holdings Record
This document accompanies the two-minute tutorial that introduces the Serials Holdings Record.
2. Staff Client: Serials Label Set Up
This document accompanies the two-minute tutorial that explains how to set up the Staff Client to print serials labels.
3. Creating Serial Item Templates
This document accompanies the two-minute tutorial that explains how to create serials item templates.
4. Call Number Analytics for Periodicals
This webpage explains the standard format for recording the issue designation.
LAB 3: Call Number Analytics