Meet Them Where They Are: Making Circulation Limits Easy to Understand and Modify for Patron Services Staff

Modifying circulation rules in Polaris is a notoriously messy and time-consuming affair. The Patron Services staff know the circulation policies and what they want to accomplish, but often must work with an ILS Administrator who can interpret the data and tables to get the changes applied.

To bridge the gap between the subject matter experts and the data, the CLC created a method that allows the patron services staff to see their current circulation rules and update the data in a straightforward way using custom Polaris reports and Excel. The end result is hours of saved time for the ILS Administrator and virtually eliminates user error or miscommunication. Mike Fields from the Central Library Consortium presented on this topic for OH-IUG 2021.