polaris 4.1 training - mbln€¦ · polaris 4.1 training patron services 1 . patron services 1 2...
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Polaris 4.1 Training
Patron Services
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Patron Services 1
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• Patron Services Menu
• Patron Registration Record
Patron Services Menu
• To access Patron Services, use the Patron Services drop-down
menu or click on the first red marble
• Patron Records
• Patron Record Sets
• Course Reserves Records and Templates*
• Outreach Services*
*If licensed these topics will be covered in different training sessions
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Patron Registration
• Address and Phone view
• A patron record is associated with a branch in Polaris
• Points of contact and notification preferences are set in this view
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Telephone notification
• Only one phone can be designated for TXT messages
• A phone that has been selected for telephony can also be
selected for additional TXT notices
• If the notification option is set to TXT only one notice will be sent
to the designated mobile phone
• Mobile phone carriers are managed in System Administration
Patron Registration
• General view
• Note that the patron’s password is not displayed
• Staff can if a patron’s reading history is being maintained
(patrons may enable/disable this feature in the PAC)
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User defined fields
• The five user defined fields (UDFs) are optional fields
• A setting in System Administration can make any of the UDFs a
required field when registering a patron
• Each UDF can be either a free text field or a dropdown menu
Patron Registration
• Status view
• This view shows information regarding the patron’s record
including fines, blocks, number of items checked out and their
history of current notices
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Patron Registration
• Patron Photo view
• This is an optional view if you choose to implement this feature
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Registering Patrons 2
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• Create a new Patron Record
• Copy a Patron Record
• Merge patron records
• Express registration
• Patron duplication detection
• Post a message from a Patron Registration record
Create a New Patron Record
• Click on the New button on the shortcut bar
• Press the P key on your keyboard or scroll down to Patron
Record
• Click the OK button on the screen or just press ENTER
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Create a New Patron Record
• You can also right-mouse click on a patron results list and select
Create Patron
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Create a New Patron Record
• Fill in fields on the first two views remembering that fields that
are bold are required
• Default information, such as the expiration date and address
check date is coming from settings in System Administration
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Address and Phone view
• Click the Add button to add a patron address
• Add or edit the postal code first—the city, county and state will fill in automatically
• Multiple address (Home, Office, School, etc.) may be added
• Set the preferred notice and notification options and make sure the required information is present for deilvery
General view
• A PAC password can be entered on the General view
• If staff do not enter a password, a SQL job will populate the field with the last four digits of the phone number in the Phone 1 field
• A patron’s password can be 4 to 16 alpha/numeric characters
• Passwords must be only four digits (no alpha characters) if
using Inbound Telephony
Copy a Patron Record
• Copying a record is helpful if you are creating records for
multiple members of a household
• After registering the first patron or opening a current registration
record, click on the New icon in the workform tool bar
• Select Copy Existing Work Form
• Click OK or press ENTER
Copy a Patron Record
• All of the information from the current registration is copied to
the new one except for the barcode and password
• Edit the new patron record as needed
• Save the new registration record
Express Registration
• Express Registration is available from the Check Out workform
• When the Express Registration icon is clicked a blank
Registration workform appears
• Express Registration can have different defaults and required
fields set in System Administration
• A block can be automatically placed on a patron record that was
created by express registration to signal the need for staff to
review and confirm registration information
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Patron Duplicate Detection
• Polaris uses the barcode, patron name, address, and registered
library fields to check for suspected duplicate patrons
• Additional fields may be added as match points in System
Administration
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Post a message from the Registration
workform
• Posted messages appear on a patron’s account record in the
PAC
• Go to Tools Post Message to access this functionality
• Messages can be selected from a predefined list or a free text
message may be entered
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Polaris Patron Services Guide
• Help Online Documents from the Polaris Shortcut Bar
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