Introduction to Polaris & CCS  Training Kit

Staff Client Basics Module

Objectives

When finished with this module, staff will know how to:

  • How to log into the Staff Client

  • The purpose of the modules in the Staff Client

  • How to search for records in the Staff Client

  • Navigating the bibliographic record and item record workforms

To complete this module:

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

  2. Read through the documentation (jump to section)

  3. Perform the training Labs (jump to section)

  4. Take the unit quiz (jump to section)

 
Two-Minute Tutorials

An Introduction to the Staff Client

Click on video to watch in full screen.

Staff Client: An Introduction to the Modules

Click on video to watch in full screen.

Staff Client: Find Tool Basics

Click on video to watch in full screen.

Staff Client: Bibliographic Record Workform

Click on video to watch in full screen.

Staff Client: The Item Record Workform

Click on video to watch in full screen.

 
Documentation

1. An Introduction to the Staff Client

This document accompanies the two-minute tutorial that introduces the Staff Client. 

2. Staff Client: An Introduction to the Modules

This document accompanies the two-minute tutorial that introduces the modules and functionality of the drop-down menu options.

3. Staff Client: Find Tool Basics

This document accompanies the two-minute tutorial that introduces the find tool and how to search for records in the Staff Client.

4. Using Preview for Bibliographic Records

This document explains how to use the Preview function in the bibliographic record find tool.

5. Staff Client: Bibliographic Workform

This document accompanies the two-minute tutorial that explains how to navigate the bibliographic record workform.

6. Staff Client: The Item Record Workform

This document accompanies the two-minute tutorial that explains how to navigate the item record workform.

 
Labs

LAB 2

Navigating the Workforms

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