CCS Updates: Polaris Upgrade & Circulation Distribution Emails

Latest CCS updates include the scheduled upgrade of Polaris to version 7.5, enhancements to the distribution emails for circulation, a new functionality for damaged circulation status, and more. Staff are advised to check patron records for in-house use and utilize the Leap Find Tool for efficient searches. The updates aim to streamline operations and improve patron services.

• CCS Updates
• Polaris Upgrade
• Circulation Distribution Emails
• Damaged Circulation
• Leap Find Tool

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Uploaded on Oct 01, 2024 | 1 Views

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Presentation Transcript

1. Circulation Technical Group January 19, 2024

2. CCS Updates

3. CCS Updates Polaris upgrade to 7.5 scheduled for 10pm Monday, February 26 Update to the survey on age-restricted materials from November Mount Prospect-Waukegan migration Go Live on Tuesday, October 1

4. CCS Updates Circulation distribution emails are ready to use! Staff can begin using them today List of distribution email addresses is available on our website ohttps://www.ccslib.org/training/circulation-distribution-emails oHow To > Department Public Services > Circulation

5. CCS Updates Patron record clean up: In-House Use Cards oWeb Reports excludes use stats from patron code In-House Use oClean up activity: check patron records with stat class "In-House Use" and verify they have patron code "In-House Use"

6. CCS Updates Use Leap Find Tool search patron records by Statistical Class = In-House Use.

7. CCS Updates Use Monthly Record Counts by Patron Characteristics Web Report > Patron Code and Statistical Class

8. 7.5 Leap Functionality for Damaged Circulation Status

9. 7.5 Leap Functionality for Damaged Circulation Status Setting an item to "Damaged" currently requires item to be checked in/Available and for staff to manually change circulation status and/or apply fees Limitations based on staff permissions, item assigned branch

10. 7.5 Leap Functionality for Damaged Circulation Status New damaged item-related functionality in Polaris 7.5 Staff can declare an item damaged from check in or the patron account to: Change item circulation status to Damaged Add block to item record (Optionally) Charge replacement fee, processing fee to patron account (Optionally) Generate manual bill notice for item

11. [DEMO]

12. 7.5 Leap Functionality for Damaged Circulation Status Fees applied using Declare Damaged will automatically qualify for collections submission Adopting functionality would free up current "Damaged" circ status for other use If adopted, Web Reports would not change reports that include Damaged item information will continue to do so

13. 7.5 Leap Functionality for Damaged Circulation Status Why do we need to decide between current way and new functionality? New functionality comes with built-in circulation status, separate from existing circ status If using both current and new, will need to manage two separate "Damaged" circulation statuses

14. Revisions to Damaged Procedures

15. Revisions to Damaged Procedures Revisions separate the how-to from the procedure where possible Damaged procedures focus on when to apply local procedure, when to work with another library, and expectations in those situations, then direct staff to relevant how-to as needed Intent is that this division will allow us to address new Leap functionality separate from procedures if needed in the future

16. Revisions to Damaged Procedures Summary of clarifying language added: In the "Summary" section - clarifying that blocks and blocking notes can be added to local and reciprocal patrons, as per the Circulation Manual In the "A Note About Fees" section - referencing Governing Board Policy In the "A Note About Fees" section - clarifying application of processing fees