Workflow Consultations

Workflow consultations begin on September 12. CCS has provided the schedule and contact information for each library to Innovative. 2-3 weeks prior to each workflow consultation, the assigned trainer will contact the library lead to finalize details. During this call, the Innovative trainer will request any additional information needed to prepare, confirm start time and arrival instructions, and review room setup needs. Innovative has already received the acquisitions surveys submitted at the start of the project, and will use that information to customize each library’s session. Polaris has provided a general Workflow Consultation agenda. There will also be documentation for libraries to refer to after the consultations, which the Innovative trainers will provide links to as they contact libraries.

What Will Happen

An Innovative trainer will visit your library to meet with technical services staff. These are not hands on training sessions, but rather conversations to understand your current workflow and explain the options for moving forward with Polaris. 

These are two-day sessions. Most sessions run from 9:00 AM to 4:00 PM, but trainers can be flexible with start time if needed. Libraries should confirm start time with their trainer. On the first day, Innovative trainers will learn the library’s existing workflow. The next step is to work with staff to recommend best practices in Polaris and demonstrate what the process could look like. 

During hands on training later in the process, library staff will have the opportunity to practice the recommended steps and experiment in Polaris prior to go-live.

Who Should Attend

Staff attendance may vary library to library. The first day of workflow consultation will focus on reviewing your existing practices--the bulk of time will be spent on acquisitions, but cataloging and serials will also be covered. Participating staff should be able to speak in detail about these procedures.

What to Prepare

Innovative has already received your acquisitions surveys. If the trainer assigned to your library will need additional information prior to your session, she or he will request it directly. Libraries may choose to bring list of their current or desired fund structures, but that is not required. 

It may be helpful to review the following documentation from Polaris:

Automated Acquisitions Guide

Sample Workflow Overviews:


Manual Acquisitions

Mixed Manual and EDI Acquisitions

Workflow Startup Tasks

Appendix 2 970 subfields and data values

Acquisitions Powerpoint

Cataloging Powerpoint

Serials Powerpoint

Set Up

The trainer will need access to a computer and projector, with internet access and the Polaris client. If your library is one of the first to host a workflow consultation, CCS staff will be in touch with IT staff the week of September 4th to discuss client setup.


Workflow Consultation Schedule


  • 12-13: Glenview

  • 14-15: Niles

  • 26-27: Algonquin

  • 28-29: Fox River Valley


  • 12-13: Huntley

  • 12-13: Fremont

  • 14-15: Prospect Heights

  • 14-15: Ela


  • 10-11: Crystal Lake

  • 12-13: Winnetka

  • 24-25: Evanston

  • 26-27: Cary


  • 7-8: Des Plaines

  • 7-8: Highland Park

  • 9-10: Park Ridge

  • 9-10: Lake Villa


  • 16-17: McHenry

  • 16-17: Glencoe

  • 18-19: Lake Forest

  • 18-19: Round Lake

  • 29-30: Lincolnwood

  • 31-Feb.1: Northbrook


  • 15-16: Wilmette


  • 20-21: Zion Benton