[Nmsalsa] Polaris upgrade Thursday

[Library, OSE, OSE]

Leap has a very different look for the staff side... so, do I learn it...  just to have to learn something different in FY22?


Never mind, just thinking with my finger tips...

sms

________________________________
From: nmsalsa-bounces at lists.zianet.com <nmsalsa-bounces at lists.zianet.com> on behalf of Carrington, Bradley, DCA <Bradley.Carrington at state.nm.us>
Sent: Monday, March 29, 2021 12:01 PM
To: Focused discussion list for SALSA libraries
Subject: [EXT] Re: [Nmsalsa] Polaris upgrade Thursday



Hello everybody,


The PAC should like much the same -- not many changes since 6.3 except I think that logged-in patrons have more list-related functionality.  We can review all the PAC functionality at a SALSA meeting -- soon-- as well as Leaping about.


Brad



________________________________
From: nmsalsa-bounces at lists.zianet.com <nmsalsa-bounces at lists.zianet.com> on behalf of Library, OSE, OSE <OSE.Library at state.nm.us>
Sent: Monday, March 29, 2021 11:57 AM
To: Focused discussion list for SALSA libraries
Subject: [EXT] Re: [Nmsalsa] Polaris upgrade Thursday


Brad, what should we expect right after the upgrade? I need to inform the agency if anything will look different to them in the OPAC.


Watching the videos today. Looks friendlier... so I may use both versions depending on where I'm working.


Thanks.

sms

________________________________
From: nmsalsa-bounces at lists.zianet.com <nmsalsa-bounces at lists.zianet.com> on behalf of Carrington, Bradley, DCA <Bradley.Carrington at state.nm.us>
Sent: Monday, March 29, 2021 10:50 AM
To: nmsalsa at lists.zianet.com
Subject: [EXT] [Nmsalsa] Polaris upgrade Thursday


Hello SALSA,

We have our date for the Polaris upgrade (6.7):  this Thursday April 1st!  No foolin'  The system will be down until early afternoon, including the OPAC.

Trivia:  it was April 1st 2014 that III purchased Polaris.

We will have access finally to Leap, the web version.  I haven't yet talked to our account manager, so I don't know how long it will take for III to give us license to Leap.  Plus there will be some sysadmin settings that I'll have to make.  I'll let you know.

Polaris still makes available its Windows client version.  Some functions are still only in the Windows client, e.g. editing and importing bibs.  Eventually all of Polaris will move to the browser-based staff interface.

To prepare yourself here are some Leap videos, plus links to Polaris training and documentation.

Introduction to Polaris Leap

  *   https://vimeopro.com/innovativeiii/webinars/video/508584038<https://vimeopro.com/innovativeiii/webinars/video/508584038>
  *   See how the Polaris Leap web client has re-imagined the staff user experience for libraries. This webinar provides a broad overview of Polaris Leap.

Circulation

  *   training and documentation:  https://innovative.libguides.com/polaris/patronservices<https://innovative.libguides.com/polaris/patronservices>
  *   (recording not yet available; I'll send link when I get it):  Getting Started with Circulation in Polaris Leap
     *   ​This webinar is for Polaris libraries that are currently working on circulation in the Polaris client and plan to switch to circulation in Polaris Leap.

Cataloging

  *   training and documentation:  https://innovative.libguides.com/polaris/cataloging<https://innovative.libguides.com/polaris/cataloging>
  *   Cataloging in Polaris Leap
     *   https://vimeopro.com/innovativeiii/webinars/video/508556214<https://vimeopro.com/innovativeiii/webinars/video/508556214>
     *   Learn about all of the cataloging functions that can be performed in Polaris Leap.
  *   Leap Beyond Circulation
     *   https://vimeopro.com/innovativeiii/webinars/video/418548350<https://vimeopro.com/innovativeiii/webinars/video/418548350>
     *   If you are new to Polaris Leap or looking for additional training, join us to learn about Leap functionality beyond circulation workflows. This webinar covers searching, record sets, bulk changing, and other exciting things that Leap has to offer.

serials

  *   training and documentation:  https://innovative.libguides.com/polaris/serials<https://innovative.libguides.com/polaris/serials>
  *   checkin videos
     *   https://iii365.sharepoint.com/:v:/s/ITLCresources/ET2otkhvjgtPoar51QNLIBoB_XVlEEy4JEGpNpfPWk3bEA?e=FiQvPW<https://iii365.sharepoint.com/:v:/s/ITLCresources/ET2otkhvjgtPoar51QNLIBoB_XVlEEy4JEGpNpfPWk3bEA?e=FiQvPW>
     *   https://iii365.sharepoint.com/:f:/s/ITLCresources/EnDPLvfUMRdGgB3_F7xjGR4Bxc7pj7lwec6KVswNTtGLiQ?e=ruyiq6<https://iii365.sharepoint.com/:f:/s/ITLCresources/EnDPLvfUMRdGgB3_F7xjGR4Bxc7pj7lwec6KVswNTtGLiQ?e=ruyiq6>

Leap manual:
https://documentation.iii.com/leap/6.7/#LEAP1_0/Polaris_Leap_Overview.htm?TocPath=Polaris%20Leap%20Overview|_____0<https://documentation.iii.com/leap/6.7/#LEAP1_0/Polaris_Leap_Overview.htm?TocPath=Polaris%20Leap%20Overview|_____0>

Windows client manual:
https://documentation.iii.com/polaris/6.7/Default.htm<https://documentation.iii.com/polaris/6.7/Default.htm>



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