This document is reviewed annually by the TRAC Advisory Council and the TRAC Directors. It contains guidelines for:
Questions about the TRAC Operational Guidelines? Contact your Library Services Consultant.
There are several reports available to run through the Utilities menu of Polaris deemed to be required, recommended, or useful to Marigold member libraries.
SimplyReports is a program which gathers data from Polaris allowing library staff to create custom reports on patrons, holds, and items. SimplyReports provides more in-depth reporting options than are available through the reports section in desktop Polaris.
These documents provide consistency and meet the needs of all TRAC member libraries. Please contact your Library Services Consultant with questions.
Procedure for Lost Materials (Marigold)
Lost Items Invoice Letter (TRAC/Marigold)
Lost Items Spreadsheet (TRAC/Marigold)
Items that have been in-transit or transferred for over two months can be manually converted to missing.
Switching In-Transit and Transferred Materials to Missing (TRAC)
These guidelines facilitate the processing of conversion materials sent to Marigold HQ and expedite the return of items to your library. Please note the criteria for acceptable and unacceptable items.
View the currently available Collection Codes. You may print off the list to send to HQ to request new Collection Codes or download the file and email your request to your Library Services Consultant.
This procedure details how to add notes (public, non-public, physical condition, and free-text) to an item record.
Volume control provides patrons and staff the option to place hold requests on a single issue of a magazine, single volume of a multipart book, or single disc of a multipart audiovisual item.
Use this instruction booklet when replacing a patron's TRAC library card (does not apply to new patrons).
Use this chart to determine which library card(s) a patron requires.