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

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To complete this module:

  1. Review the serials training PowerPoint presentation for an introduction to the functionality of the Serials Module: Polaris Serials Training.

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

  3. Read through additional documentation (jump to section)

  4. Perform the training Labs (jump to section)

  5. 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.

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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.

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3. Creating Serial Item Templates

This document accompanies the two-minute tutorial that explains how to create serials item templates.

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4. Call Number Analytics for Periodicals

This webpage explains the standard format for recording the issue designation.

 
Labs

LAB 1:  Label Set Up

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LAB 2: Item Templates

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LAB 3: Call Number Analytics