Dashboard Features
Patron Management
Circulation Functions
Catalog Features
Patron Account Functions
100

1. What is the primary purpose of the Polaris dashboard?

To provide an overview of library operations and access to various functions.

100

How do you add a new patron?

Use the "Add Patron" function and fill in the required information.

100

What is the process to check out a book?

Scan the patron's card and the book’s barcode, then confirm the transaction.

100

How do you search for a book by title?

Enter the title in the search bar and select the appropriate filters.

100

How do you remove a hold on a book?

Access the patron's account, locate the hold, and select the option to remove it.

200

What information is displayed on the dashboard?

Current circulation stats, new arrivals, and alerts.

200

How can you edit a patron's information?

Access the patron record and select the "Edit" option.

200

What happens when a book is overdue?

Fines are applied, and the system notifies the patron.

200

How can you filter search results?

Use filters for format, date, availability, etc.

200

How can you view a patron’s account status?

Access the patron's account to check for fines, holds, and borrowing limits.

300

How can you customize the dashboard layout?

Drag and drop widgets to rearrange them according to preference.

300

What features help track patron history?

Borrowing history, fines, and account status.

300

How do you renew an item in Polaris?

Select the item from the patron's account and click "Renew.

300

What is the function of the advanced search?

It allows for more specific searches using multiple criteria.

300

How do you renew a patron's card?

Check the renewal criteria, then update the patron’s account to reflect the new expiration date.

400

What alerts can be set up on the dashboard?

Alerts for overdue items, system updates, and new arrivals

400

How can you view a patron’s borrowing history?

Access the patron's account and navigate to the borrowing history section.

400

What steps are involved in returning a book?

Scan the item, confirm the return, and update the system.

400

How do you locate e-books in the catalog?

Use the search filters to select “e-books” in the catalog.

400

What happens if a patron returns an item late?

Fines may be applied based on the library's late return policy.

500

How can you access system updates on the dashboard?

Through the notifications section or system update tab

500

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.

500

How do you handle fines for overdue items?

Assess the fine amount, notify the patron, and update their account.

500

What is a “call number” used for in the catalog?

To classify and organize items on the shelves.

500

Can a patron view their borrowing history?

Yes, patrons can access their borrowing history through their account.