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# Polaris Best Practices Tips and Tricks

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### Polaris Best Practices Tips and Tricks

1. 1. Polaris Best Practices Team – Share your tips and tricks Margaret Hazel Eugene Public Library, OR 11:00 a.m.—12:15 p.m. Admin Track Dallas 1 & 2
2. 2. Why is this important now?
3. 3. Here’s how to do it wrong:Initial migration mistake – copy old workflows
4. 4. Remedy – make them start using other new technology that they hate even more!
5. 5. Seriously…
6. 6. So what did we do?
7. 7. The way to get a good idea is to get lots of ideas – Linus Pauling
8. 8. Changed our priorities
9. 9. Educating staffAhead of the PAC: Pointers for Plucky Polaris PursuitsMagic SpellsPATRON: "What books do you have by NEE-CHEE?"STAFF: (TO PATRON): "Ah, yes, the famous Germanphilosopher FRRRREED-RISH NEE-CHUH, just amoment, please." (smiling, secretly terrified, pretendingto type...)
10. 10. TipsAhead of the PAC: Pointers for Plucky Polaris PursuitsApril 2007: Perplexing Polaris Puzzles ~~~Boolean Browsers Beware! ~~~ (for Advanced Boolean users)If you’re using the Library catalog to perform a Boolean search with a“CALL=” operation (this includes “CALL>=” and “CALL<=” searches), besure to use an asterisk wildcard at the end of the number (for example,817.5*). By default, the search is explicitly truncated, which meansthat a search for 817.5 will not bring up 817.5 BARRY or 817.5PERELMAN – it would only return results for 817.5 with no name ordate following the number. You can’t search “CALL=817.5 BARRY”either, because Polaris interprets the blank space (after the number) asthe end of one search. So remember to use that wildcard!
11. 11. FAQsPolaris SearchesNarrowing down DVD/VHS searches#1: Search by Author to find directors or actors#2: Use the Search Options to limit by publication date#3: Keyword by Genre: Comedy films [or any genre from list below] >> Limit by:[select]Some popular genre subject headings:Adventure films Horror filmsAnimated films Mystery filmsComedy films Science fiction filmsDocumentary films Spy filmsFantasy films Suspense filmsFilm noir Western films
12. 12. “Reports”Ahead of the PAC: Pointers for Plucky Polaris PursuitsOften I’m asked for reports that can easily be gotten by using the Find Tool inthe Polaris Tech Client, what some are calling the Polaris Shortcut Bar. TheScoping capabilities of this tool have increased with each new release ofPolaris.For instance, how can you get a list of all the CDs that have a status ofMissing from the Downtown collection?Hmm, maybe you should include Lost items as well since they aren’t goingto be coming back any time soon…
13. 13. Secret MessagesMissing volumes in a set pose a problem. Patrons see that a volume if missing andrequest that we replace it. However, sometimes I am not able to replace a singlevolume and I want to tell everyone that Ive tried but well just have to live without it.In this case, I add a public note to the item record to communicate this. The note isviewable in all three catalog interfaces. In the tech client, go to the item record andclick the Alert icon (left side, envelope/mailbox image). In the ActivePac and thePowerPac go to Availability. Just hover over the icon that looks like a piece of paperwith a blue N. My note will magically appear.For example, this note says "Unable to replace Season 6, Volume 3."