Preparing for Go Live in Polaris

Here’s what you need to do prior to Go Live in the Polaris LEAP system.  Logging in, setting up your printer options, and the workforms will help you get up and running for Go Live on August 31st.

If you need help with any aspect of this migration or have general migration questions, please open at ticket at https://support.maineinfonet.org or via email to support@maineinfonet.org.


Login to Leap

Test your Leap logins to ensure you have access.  Login to Leap with the username and password provided at training. Hopefully you’ve already had a chance to do this during the trainings, but let us know if you’ve had any trouble logging in or don’t have your username/password. You can submit a ticket at https://support.maineinfonet.org or via email to support@maineinfonet.org.


Setting Up Receipt Printing for Leap


Receipt Printer Configuration

Each receipt printer and workstation will be a little different to configure. You may need your IT person to help out with some of the aspects if your workstations aren’t set to administrative privileges. Please follow the guidance from the Leap help topic.

Manual help topic — https://documentation.iii.com/leap/7.2/Default.htm#LEAP1_0/Receipt_Printer_Configuration.htm

Note: Your printer may use different dimensions, so please adjust accordingly. Refer to your printer manual if you need any model specific guidance.

 

Print Options in Leap Settings

This step indicates which slips/receipts to print for each function.

  1. Click the username in the upper right-hand corner of the screen, and then select Settings.
  2. The Settings page will open to the Print Options tab.
  3. Select the following recommended options for each section:

Check in

  • In-transit slip
  • Holds only
  • Hold slip
  • INN-Reach Pickup slip

Check out

  • Check out receipt
  • Fine receipt

Patron Status

  • Check out receipt
  • Fine receipt

ILL requests

  • N/A — do not select any of these options

Hold requests

  • In-transit slip
  • Hold slip
  • INN-Reach Pickup Slip

Item record

  • Fine receipt
  • Hold slip

Image showing Polaris Leap Print Options selections.

  1. Click Save and then click the Workform User Defaults tab.
Manual help topic — https://documentation.iii.com/leap/7.2/Default.htm#LEAP1_0/Set_user_print_options_i.htm?Highlight=slip

 

Workform Default View

  1. Click the Workform User Defaults tab and make the following changes:
    Note: These settings will depend on the workflow of your login, but for circulation the below options are recommended for Go Live.

Workform: Default view

  • Check in : Bulk
  • Item Record: Circulation

Request manager: Default status

  • Holds: Shipped
  • ILL: Shipped
  • INN-Reach: Shipped

Workform tracker: Recent records

  • Patron: 5
  • Bibliographic: 5
  • Item: 5
Workforms: New Item record:
  • Item Bulk Change Template: [leave set to (None)]
Workforms: New Item record:
  • Item Template: [select your most commonly used item record for your workflow]

 

 

 

 

 

 

 

 

  1. Click Save and then click Close.
Manual help topic — https://documentation.iii.com/leap/7.2/Default.htm#LEAP1_0/Checkinuserdef.htm?Highlight=Workform%20default%20view