Each year, member library boards are required to fill out the Public Library Survey and Annual Report as part of the annual grant application process for provincial funding. If you require assistance with your library's Annual Report, Library Services Consultants are happy to help but the process is fairly straightforward. An email will also be sent to library staff at the beginning of each year, to provide required reports and providing additional information on completing the annual report.
Questions? Contact your Library Services Consultant.
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.
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)
ME Libraries allows patrons from any participating Alberta public library join other libraries across Alberta and borrow materials using ONE library card.
This procedure details how to add notes (public, non-public, physical condition, and free-text) to an item record.
There are several tasks available to run through the Utilities menu of Polaris deemed to be required, recommended, or useful to Marigold member libraries.
If patrons are unable to locate desired materials through TRAC, they can search for and place holds on library materials at any participating Alberta Public or Academic Library using the Relais Interlibrary Loan service.
Relais D2D (public-facing)
Relais (staff site)
*Relais Procedures Manual available in your Marigold Manual binder or the Common Drive.
Refer to this document when replacing a patron's TRAC library card (does not apply to new patrons).
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.
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)
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.
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.