Two-Minute Tutorials

Jump to a video:

Leap Basics:

Circulation Topics:

Holds in Leap:

Record Sets in Leap:

Staff Client Basics:

Record Sets in the Staff Client:

Serials in the Staff Client:

 

eResources

Searching in Leap

Other Topics

 

Getting Started with Leap

 

Demonstrates how to log into Leap, the Polaris web client, and covers some basic navigation. (Updated Feb 2020)

 

Introduction to the Leap Search Tools

 

Basic mechanics of searching in Leap using the Quick Search Bar and Find Tool. (Updated Feb 2020)

 

Looking at a Bibliographic Record in Leap

 

An overview of the different elements that make up a Polaris bibliographic record in Leap.

 

Looking at an Item Record in Leap

 

An overview of the different elements that make up a Polaris item record in Leap.

 

Using the Workform Tracker

 

Leap navigation tips & tricks using the Workform Tracker. (Updated Feb 2020)

 

Introduction to Patron Records

 

Overview of the Polaris patron record (Updated Feb 2020)

 

Checking Out in Leap

 

Covers checking out to a patron in Leap and changing due dates during the transaction.

 

Checking In Using

Normal Mode

Looks at checking in in Leap using the Normal Mode. This mode is meant to be used when you are working directly with a patron.

 

Checking In Using

Bulk Mode

Looks at checking in in Leap using the Bulk Mode. This mode is meant to be used when you are checking in bins of items.

 

Checking In with

In-House and Inventory Mode

Quickly reviews the In-House and Inventory check in modes. 

 

Registering a

Local Patron in Leap

Highlights important aspects of registering a local patron in Leap.

 

Re-Registering or Updating a Patron in Leap

Looks at how to re-register or update a patron with an existing record.

 

Renewing a Library Card

in Leap

This Two-Minute Tutorial reviews two methods for renewing a library card. 

 

Registering a Non-CCS Reciprocal Borrower in Leap

This Two-Minute Tutorial highlights important data fields when registering a Non-CCS RBP. 

 

An Introduction to the 

Polaris Staff Client

An introduction to logging on, basic navigation, and logging off of the Polaris staff client.

The Polaris Staff Client: An Introduction to the Modules

An introduction to the modules that can be accessed from the tool bar and the main functions of the options in the drop-down menu.

 
 

The Polaris Staff Client:

Find Tool Basics

Introduces staff to the Polaris staff client find tool.

 

The Polaris Staff Client:

Bibliographic Record Workform

Examines the bibliographic record workform in the Polaris staff client

 

The Polaris Staff Client:

Item Record Workform

Examines the item record workform in the Polaris staff client.

 

The Polaris Staff Client: Serial Holdings Record

Examines the serial holdings record workform in the Polaris Staff Client.

 

Creating a Serial Holdings Record by Copying an Existing One

Demonstrates how to create a new serial holdings record by copying a different library's record.

Creating a Serial Holdings Record Without Copying

Demonstrates how to create a new serial holdings record without copying an existing one.

 
 

Staff Client: Serials Label Set Up

Demonstrates how to set up the Staff Client to print labels for serials.

 

Creating Serial Item Templates

Demonstrates how to set create serial item templates.

Checking In New Magazine Issues

Demonstrates how to use the serials check in screen.

 

Introduction to Publication Patterns

Demonstrates how to add publication patterns to serial holdings records.

 
 

Placing Holds in Leap, Part 1

Reviews how to place a title-level hold in Leap from a Bibliographic Record. Please refer to the PDF guide for more details, including how to place an item-specific hold.

 

Placing Holds in Leap, Part 2

Part 2 walks through how to place a hold from a patron's record. This video shares a handout with Part 1; refer to it for information about placing a hold from a bib/item record.

 

Managing Holds in Leap

UPDATED APPRIL 2020. This video looks at some of the ways staff can manage patrons' holds. The majority of the functions can be performed in the patron's Holds/Held tab.

 

Multiple Holds in Leap

This video looks at how to use the multiple holds feature in Leap to place holds on different titles in quick succession and place multiple holds on the same title.

 

Grouping Holds in Leap

Grouping holds allows staff to group multiple holds together if just one of those holds is needed to satisfy a request.

 

Creating Record Sets in Leap

This tutorial looks at creating record sets and adding records to sets in Leap.

 

Creating Record Sets

in the Staff Client

This tutorial looks at creating record sets and adding records to sets in the Polaris staff client.

 

Withdrawing Materials in Polaris

This two minute tutorial provides an overview of the process of withdrawing materials in Polaris.

 

Eresources in Polaris

This two minute tutorial provides an overview of how eResources work in the Polaris PAC.

 

Item Bulk Changes Using Record Sets
 

This two minute tutorial provides instructions on how to do Item Bulk Changes Using Record Sets.

 

Advanced Record Sets
 

This two minute tutorial provides a glimpse into the many ways item and bibliographic record sets can be created and used in Polaris.

 

Merging Duplicate Bibliographic Records
 

This two minute tutorial provides instructions on how to Merge Duplicate Bibliographic Records.

 

Modifying Circulation

Status from Check In
 

This two minute tutorial reviews how to change an item's circulation status from the Check In workform in Leap.

 

Introduction to Idea Lab

 

The Innovative Idea Lab is a collaborative space between Innovative Interfaces and the Innovative Users Group. This Two-Minute Tutorial will review how to create a log in and the basic navigation for the site. Access the Idea Lab at https://idealab.iii.com.

 

Submitting an Idea

to Idea Lab

 

All staff members are able to submit ideas to the Idea Lab. This Two-Minute-Tutorial will show you the process for submitting an idea, and provide tips to help you create an effective submission. Access the Idea Lab at: https://idealab.iii.com. See Innovative's list of recommended tags.

 

Viewing Ideas

on Idea Lab

 

This Two-Minute Tutorial will look at how to browse or search for ideas on the Idea Lab, as well as how to interact with ideas. Access the Idea Lab at: https://idealab.iii.com.

 

The Leap Quick Search Box

 

This video reviews how the Leap Quick Search Box searches for records.

 

The Leap Find Tool, Part 1

 

The first video in a series about the Leap Find Tool. This video discusses the Search Database, Mode, and Qualifier columns of the Find Tool.

 

The Leap Find Tool, Part 2

 

The second video in the series on the Leap Find Tool reviews the Relation column.

 

The Leap Find Tool, Part 3: Filters

 

The third video in this series about the Leap Find Tool examines how to apply and remove filters.

 

The Leap Find Tool, Part 4: Wildcards

 

The third video in this series about the Leap Find Tool examines how to apply and remove filters.

 

Renewing Items in Leap

Demonstrates how to renew items through Check Out or the patron's Out/Overdue tab in Leap. Also reviews the Special Renew and Reset Due Date functions

 

Polaris Auto-Renewal

Reviews how the Polaris Auto-Renewal feature works and looks at potential reasons why an item may not have auto-renewed.

Creating Bibliographic Record Templates and Original Records

Demonstrates how to create bibliographic templates and original records.

 
 

Creating Item Record Templates and Item Records

Demonstrates how to create item record templates and item records.

 

Running SQL Queries in the Client

Demonstrates how to run SQL queries from the find tool.

Importing Records from OCLC through Z39.50

Demonstrates how to use the Find Tool to import records from OCLC.

 

Serials: Supplier Records

Demonstrates how to create supplier records for serials.