Dashboard Features
1. What is the primary purpose of the Polaris dashboard?
To provide an overview of library operations and access to various functions.
How do you add a new patron?
Use the "Add Patron" function and fill in the required information.
What is the process to check out a book?
Scan the patron's card and the book’s barcode, then confirm the transaction.
How do you search for a book by title?
Enter the title in the search bar and select the appropriate filters.
How do you remove a hold on a book?
Access the patron's account, locate the hold, and select the option to remove it.
What information is displayed on the dashboard?
Current circulation stats, new arrivals, and alerts.
How can you edit a patron's information?
Access the patron record and select the "Edit" option.
What happens when a book is overdue?
Fines are applied, and the system notifies the patron.
How can you filter search results?
Use filters for format, date, availability, etc.
How can you view a patron’s account status?
Access the patron's account to check for fines, holds, and borrowing limits.
How can you customize the dashboard layout?
Drag and drop widgets to rearrange them according to preference.
What features help track patron history?
Borrowing history, fines, and account status.
How do you renew an item in Polaris?
Select the item from the patron's account and click "Renew.
What is the function of the advanced search?
It allows for more specific searches using multiple criteria.
How do you renew a patron's card?
Check the renewal criteria, then update the patron’s account to reflect the new expiration date.
What alerts can be set up on the dashboard?
Alerts for overdue items, system updates, and new arrivals
How can you view a patron’s borrowing history?
Access the patron's account and navigate to the borrowing history section.
What steps are involved in returning a book?
Scan the item, confirm the return, and update the system.
How do you locate e-books in the catalog?
Use the search filters to select “e-books” in the catalog.
What happens if a patron returns an item late?
Fines may be applied based on the library's late return policy.
How can you access system updates on the dashboard?
Through the notifications section or system update tab
What is a “patron block” and how is it managed?
A restriction placed on a patron's account, managed by adjusting their status or resolving issues.
How do you handle fines for overdue items?
Assess the fine amount, notify the patron, and update their account.
What is a “call number” used for in the catalog?
To classify and organize items on the shelves.
Can a patron view their borrowing history?
Yes, patrons can access their borrowing history through their account.