Polaris Leap: Notices/Notifications

Updated 7/2/25

OVERVIEW

NOTICE TYPES & METHODS

Notice types available:

  • Reminders
  • Holds pick-up & cancellation
  • Overdue items
  • Bills/Fines
  • Missing parts notification

Notification methods available:

  • Email
  • Print (must be manually generated)
  • Text message (SMS)
  • Phone call

All notices & notification methods can be customized for your library and delivered based on each library's preferences. Please contact the ODIN Office for customization and configuration assistance.

PATRON NOTIFICATION OPTIONS

Notification Options for each patron account may be selected during account creation and updated at any time under the Registration screen of the account:

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Patron record Registration screen

Scroll down to the Notification Settings area of the registration screen or use the navigation menu on the left-hand side to jump directly:

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Notification settings

Once all updates are complete, click Save.

Important Note: Notices will not be generated in any form for patron accounts that have None selected for Notification Option:

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Notification option None

Mailing Address is the recommended Notification Option if a patron is unable to receive emails, texts, or phone calls. This ensures print notifications may still be generated for the account. For assistance identifying accounts with Notification Options set to None, please contact the ODIN Office.

GENERATING PRINT NOTICES

Print notices generated in bulk will only be for those patron accounts with Mailing Address selected for Notification Option in the registration details:

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Notification option Mailing Address

Open the Utilities menu and choose Print Notices:

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Utilities menu

The Notices tab lists 4 folders (Claims, Fines, Holds, and Overdues) and 3 combined notice options:

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Notices screen Notices tab

The Recent tab will list all print notices generated within the last 24 hours:

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Notices screen Recent tab

Under the Notices tab, open your desired folder to view options and choose your notice format:

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Overdue notice list

Check the box to select your library/branches under the Organizations area of the Parameters tab. You may also change your sorting preference under the Sorting Options tab, but this is optional. Submit Report:

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Sorting Options tab

Your notices queue (i.e. print preview) will appear and the notices created will be in .pdf format. You may download and/or print as needed by using the corresponding icons found in the upper right of the screen.
 

POSTING TO THE DATABASE

Upon closing the notices queue, you will receive the following message:

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Post to the database message
  • Yes = Generated notices will be listed in the patron’s record under the Notices tab and the notices will be marked as Issued. This selection assumes the notices have already been downloaded/printed for delivery, so the queue for that notice type and branch is cleared. Any new notices will go into the queue until the notice is triggered to be printed again.

Note: For billing notices, posting to the database will apply charges to the patron’s account as well as give any billed materials a circulation status of Lost.

  • No = The notice queue will remain intact. Notices will not be listed in the patrons’ accounts, charges will not be applied, and circulation status for materials will not be updated. 
     

PRINTING INDIVIDUAL BILLS

Bills may still be generated and printed individually for patrons who typically receive their notices by other methods. This may be necessary if they did not receive a previous bill and require a replacement. Navigate to Utilities > Print Notices > Overdues folder > Patron Billing Statement by Patron Barcode.

Enter your patron’s barcode and Submit Report:

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Report wizard - Patron billing statement

The print preview screen will appear and the bill will be in .pdf format. You may download and/or print as needed by using the corresponding icons found in the upper right of the screen.
 

VIEWING NOTICES IN THE PATRON ACCOUNT

Notices that have been sent and posted to the database will be visible in the patron’s account under the Notices tab:

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Patron account Notices tab

Notices may be filtered by keyword or billed amount:

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Notification filter

Click on a selection from the list to view the notification history for that specific item:

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Notification history

Select Item Record to view additional details about the item.


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