704 results found
-
Additional option for bulk changing Call Number fields
During a major labeling/item record change at our library, we have had technical services staff appending a non-Dewey subject name in the Classification field. However, this has to be done manually for each item record, as there is no option to prepend/append/replace information in these fields (as is the case with the Block and Notes item record bulk change section). Adding this feature to the Call Number tab would save immense amounts of staff time, in addition to saving us from relying on consistent correct spelling or the need to correct item-by-item a perpetuated mistake (our example? Someone accidentally input…
1 vote -
Request Manager go back to where you were
When you are in the request manager and click on a hold request, then close the request, you are brought back to the top of the list. It would be great if you could be brought back to where you left off on the list.
2 votes -
Improve Hold Notifications in ExpressCheck
We would like to see clearer messaging in ExpressCheck when an account alert relates to holds that are ready for pickup. Additionally, displaying the number of holds ready for pickup on the checkout screen would be a valuable improvement.
Previous versions of ExpressCheck displayed this count, and patrons appreciated being able to see the number decrease as they checked out their holds. This provided a simple visual confirmation that they had retrieved all their holds from the shelf, helping prevent items from being left behind.
1 vote -
Bulk update patron alert notes
We would like the patron alert note field added as a bulk change option. A use case would be adding the same note to all accounts with a given patron code (for example, adding a note to computer use only cards reminding staff not to check items out to them).
3 votes -
Add Patron Alert Note as a filter in SimplyReports
Currently in SimplyReports you can filter patron reports by non-blocking notes, blocking notes, free text blocks, etc., but there is no option to filter by Patron Alert Notes. Right now the only way to pull a list of patron accounts with Alert Notes is through an SQL search in the Find Tool.
5 votes -
Add searching PO Status date and POLI Status date to Find Tool.
I regularly want to check the status of POs or POLIs within a certain date range, but the only date search that is available in the Find Tool is the PO release date. We rarely receive an entire PO at the same time. There is a field on the POLI and the PO for status date. This is what we would like to search. This would help us find items that have been received or eliminate items that have be received.
5 votes -
Automatic notification for holds on missing items
If there is a bib record with a single item and that item is marked missing or lost and that item has a hold placed on it, the system should automatically cancel that hold if it hasn't been fulfilled within 14 days (especially in the case of a missing item) and notify the patron that the hold is being cancelled due to the item no longer being available. It would be one less thing that staff would have to manually keep track of and make it quicker for patrons to know that they won't be getting an item.
7 votes -
Managing holds
There should be a way for staff to edit a hold once it has been placed.
For example, a patron unknowingly places a hold on a bib record that only has one item attached to it. As staff it would be nice to simply be able to edit which bib record the hold is for instead of having to place a new hold entirely and either group them or leave two holds for the same item, different editions on a patron account.
Another example: We should be able to edit an existing hold request to either make it an item-level…
3 votes -
patron alert
With the roll-out of patron alerts in the registration, it would be nice for staff to be able to acknowledge and disable a note without having to go back into the patron registration to uncheck that box and then have to delete the text. When we get that pop-up that there's an alert there should be the ok option that we currently have which would keep the alert active, but also an option that's worded something like "acknowledge and dismiss" so the alert is no longer active. This would allow more ease of use for staff and that way we…
2 votes -
Customize Order of Holds in Polaris ExpressCheck
Holds are currently listed by date with the holds ready for pick up grouped at the bottom. We would like to customize how the holds are sorted with the holds ready for pick up listed on top.
2 votes -
Display place in queue when hold is inactive
As new users of Polaris, our patrons are unhappy with the fact that they can no longer view where their request lies in the queue when their request is inactive. It is our most frequent patron complaint since we have gone live.
My apologies if this idea has been posted already, but I couldn't find it.
10 votes -
Add new optional indexes to Quick Search
Add Bib record id to quick search, or include more possible indexes for keyword searching in Quick Search. We wouldn't want to enable ALL possible indexes because the goal of quick search is to be quick, but we would like to choose which ones we can enable and have far more options than we do now. Bib record ID & Patron ID are the two we would prioritize, which staff use constantly.
7 votes -
Ability to assign Find Tool SQLs to permission groups
We would like ability to assign certain Find Tool SQLs to particular permission groups. This would narrow down a list for an individual so they dont need to see every SQL we save across the organization.
Example: I have several SQLs I run every month and add to record sets for staff to review. I currently dont have those saved in Leap because it will crowd the SQLs that already exist there. I would like to assign those SQLs to our Admin permission group so that only that group of staff can see them for running.
8 votes -
Allow deleting fields with specific data and deleting duplicate fields in Bib Bulk Change
Current bib bulk change does not allow deleting fields with specific data or deleting duplicate fields. For example, we can only delete the first instance, last instance or all instances of a MARC tag but we cannot delete a tag that contains specific data. This means in our consortium when weeding electronic resources like Kanopy for one library and not the others, we cannot tell Polaris to delete the 856s that contain one library’s URL and not the 856s for other libraries. We have to export the records out of Polaris, use MarcEdit to delete the 856 for the library…
24 votes -
Include Home branch and Hold Limited to Pickup at as part of 852/949 Embedded holdings field/MARC subfield mapping in import profiles
Home branch and Hold Limited to Pickup at are not part of 852/949 Embedded holdings field/MARC subfield mapping in import profiles, so we normally use the item template associated with the import profile to load the missing fields. We are using the Automatic MARC import via FTP (the equivalent of One-Click MARC) process linked to suppliers of which we can only have one per library since on the vendors side (Ingram, Midwest and Brodart) there is only one FTP directory per library which is linked to the supplier record. This means when we load records for multi-branch libraries, we can…
11 votes -
Make Ability to Replace Bib Records Permission Based
Currently everyone with the bib modify permission can Replace (merge/overlay) bib records. However, in a consortium, our libraries staff have different cataloging expertise so we would like to limit the people who can Replace.
We would like to request that the ability to Replace (merge/overlay) bib records be made permission based so that we can assign that permission only to staff who should be able to overlay records.
12 votes -
Exclude from Bulk Add to PO report warning on other libraries 970s if setting to Filter branches in line-item is on
To prevent 970s for other libraries in the consortia from being added to the PO, we turned on the Filter branches in line-item segments setting in admin. However, when we Bulk Add record set to PO, the report shows in yellow even if the 970s for the other libraries is the only "issue" and our libraries still have to go through the report even though they don't need to do anything about it in case there is another issue like duplicates or missing fields etc. that they need to do something about. For popular titles this happens often since multiple…
8 votes -
Clerk Codes for Circulation Staff
It would be nice to have Clerk codes for Circulation Staff to enter to perform patron transactions. Once the transaction clears, the system resets and is ready for the next clerk code. This would alleviate the need for each staff member to have their own Polaris login and more importantly help identify staff that may need more training. It would also keep staff from piggybacking off another staff member's login. We would be happy if this was an option that could be turned on and left off for those libraries that do not desire it.
10 votes -
Leap Patron Import - there should be a log accessible when an import fails.
In Leap, under Background Processing > Patron Import, if the import fails, no log is accessible as to why it failed. It would be helpful if on clicking the import job it would show you some sort of output as to what went wrong.
9 votes -
Remove the dashed line around library card in Express Check
The dashed line around the library card exists regardless of the size of the image. Please remove the dashed line aroound the library card image. I'm running 8.0 and was told by support that all sites have display the dashed line.
1 vote
- Don't see your idea?