Training
The TRAC Society offers a combination of virtual, live and asynchronous training options to support routine tasks within Polaris, Polaris LEAP, Polaris Reports and Polaris SimplyReports.
Live events are promoted through the TRAC partner Regional Library System Headquarters. Step by step documents are linked to below and can be used for staff training and refresher purposes.
For more information about the topics below, or to suggest additional training topics, please contact your Regional Library System Headquarters.
Polaris is the software (also known as an ILS, or Integrated Library System) all TRAC libraries use. Every item in TRAC is catalogued in Polaris. Libraries use Polaris to lend out items and keep track of patrons. Patrons search the shared collection using TRACpac online. All libraries within TRAC share the Polaris software.
For access to Polaris, please contact your Regional Library Headquarters.
How to Circulate Materials in Polaris - coming soon
How to Manage Patron Accounts in Polaris
How to Search for Patron, Item and Bib Records in Polaris - coming soon
How to Manage Holds in Polaris - coming soon
How to Do Bulk Changes in Polaris
How to Create a Record Set in Polaris
How to tell the Difference Between Item Records and Bibliographic "bib" Records
How to Create an On the Fly Record in Polaris
How to Check Your Allotment in Polaris
Polaris Item Record Training - coming soon
Polaris Volume Control Training - coming soon
Polaris Reports and Notices are available in Polaris (utilities menu) and provides quick, easy access to key key library statistics. Simply choose one of the reports on items, circulation, holds, patron services, notices or TRAC custom-made reports, choose your filters, and you'll have data in seconds. There are more than 100 to choose from.
Introduction to Polaris Reports - coming soon
Polaris Reports: Useful Reports to Know About - coming soon
SimplyReports gathers data from the Polaris database, allowing you to create reports about patrons, patron account transactions, holds, and items. SimplyReports provides you with information you would expect to find in the Reports and Notices feature in the Polaris Integrated Library System, yet is more robust and gives you more control.
Introduction to SimplyReports - coming soon
SimplyReports: Useful Reports to Know About - coming soon
Leap is the Polaris web application that library staff use to perform common library functions, such as registering new patrons, checking out materials, placing items on hold, and pulling holds. Leap is optimized for a desktop computer but can be used on a tablet with a web browser. Google Chrome is the recommended browser for circulations functions. Currently there is no mobile app.
Polaris LEAP Basics - coming soon
Polaris LEAP Patron Accounts - coming soon
Polaris LEAP Searching - coming soon
Polaris LEAP Pick List - coming soon
TRACpac is TRAC's public facing library catalogue that allows patrons to search through the millions of resources available to them. The TRACpac App lets you search and place holds while on the go.
How to Search in TRACpac - coming soon
TRACpac Accessibility - coming soon
Searching for World Language in TRACpac - coming soon
How to Place Holds in TRACpac - coming soon
How to Download and Use the TRACpac App - coming soon
How to use the TRACpac app - coming soon