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ILS - Polaris

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450 results found

  1. Our ILL clerk would like to be able to see the due date for ILLs from the request manager, so she can make sure that the dates have been added correctly to these items. She currently has to go into each item individually to make sure they were correct.

    2 votes

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  2. Our libraries in our consortium are frustrated when items from other libraries arrive to fill holds for their patrons and their own copy is sitting on their shelves, making the process look rather inefficient.

    What I think might solve this is implementing SirsiDynix's "Trap hold with first item received" feature. Rather than try to explain it myself, I've quoted it from their website below:

    "Using the "Trap hold with first item received at pickup library" feature, the system can be configured to allow filling a library user's hold with the first holdable copy of an item received at the pickup…

    6 votes

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  3. When doing clean up work we run into instances where we are not able to delete something like shelf locations because it is assigned to records that are in a deleted state. While we know we can just delete the records 1 more time, some of these records are tied to other things we track and would prefer to keep them in the system.

    Currently we bulk change them at the server level but would like a way to be able to do this within the ILS.

    2 votes

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  4. In our previous ILS, we had the ability for renewals to have a different renewal length compared to check out length. For example- books checked out for 28 days but renewals were 14 days.

    3 votes

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  5. It would be really helpful for fixing rollups if you could pick records to compare directly from the Find Tool instead of opening one record and then running a search again to find records to compare!

    6 votes

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  6. When entering new accounts in to LEAP, we enter the patron zip code and the city is automatically filled out. At Phoenix libraries, if the city is not Phoenix, we have to remember to change the patron code to Maricopa and the expiration date to only one year. Could these 2 fields also be automatically filled out by the zip code information. It would save a lot of jumping from the top of the registration form to the bottom and back...and could save mistakes when we have a LOT of outreach library card forms to enter.

    2 votes

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  7. We have some serials that only have one level of enumeration, that resets annually (i.e. no. 1 is published in January and no. 12 is published in December and there is no volume number). It would be nice to have option to set the number of units and the continuity at this level.

    3 votes

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  8. Currently there is no mechanism to limit the number of active Borrower by Mail requests a patron can have. It would be beneficial for all libraries to be able to limit the number of active BBM requests a patron can have in Polaris.

    4 votes

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  9. I had a coworker ask why she couldn't export her record set into excel to allow for more sortability. I was surprised she couldn't and began looking at documentation and noticed that there is that ability, but you have to change the owner of the record set to the branch or system level, which feels like an unnecessary step. I should be able to export a record set I am working on to Excel with my regular ownership without having the (slim) possibility of a coworker accidentally accessing and messing up anything.

    4 votes

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  10. Various popups appear in Polaris via the client or Leap. Some are pretty clear in what the reminder or error message is about and some popups are not.

    I am requesting a way to customize the text and title (Leap only has this visible) to make it more clear for our staff to understand either the popup reminder or the popup error with a little more explanation.

    Example for Popup Reminder: Via the client we have a popup reminder about "reminder notices option is email. Do you want to continue?". This occurs when we leave the email field blank per…

    8 votes

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  11. We’d like the ability to “bulk” cancel holds for items by status (lost, missing, withdrawn, etc.) either by being able to view the circulation status in the patron holds view, or by having the ability to “bulk” cancel holds from a record set.

    7 votes

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  12. Cataloging staff use staff cards to request items in for call number changes or various projects. It would be helpful for them to be able to add those items into a Record Set for bulk changes directly from the patron record Hold list, in lieu of individually from the item records.

    6 votes

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  13. Some items get stuck in transit and are never found again, it would be nice if these could automatically transition to missing after a customizable period of time, similar to Lost -> Withdrawn and Missing -> Withdrawn.

    23 votes

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  14. Provide an option to schedule bulk fee waive in records on a reoccurring basis, such as daily, monthly, or other specified intervals. At the moment you can only select one date and run it once.

    7 votes

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  15. Create a recall function that is separate from the holds queue so Technical Services can get items back (for relabeling, for weeding, etc.). Technical Services often use internal cards to place holds on a specific barcode. This sometimes work, but has a few drawbacks:
    1. The hold disrupts circulation (renewals, other holds, potentially in-transit)
    2. If the item goes into a status that cannot fulfill holds (e.g. item becomes LOST), the holds will go back the queue and be reassigned to another item on the bib. Technical Services usually needs the specific barcode, not just any item on the bib.

    17 votes

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  16. The ability to recover deleted Item Templates.

    3 votes

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  17. When using the date picker, we'd love an option to select "Today" and have it set the date automatically for us. When updating really old cards, it can be a pain to have to select a date with the picker when we have to change every field. Typing is limited in its ability to be a workaround, because it requires specific formatting in order to work.

    9 votes

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  18. Add the ability to add a 006 or 007 field to records via bibliographic bulk change in Leap. Leap has the ability to edit existing fixed fields via bulk change and the staff client offers the ability to add a new 006 or 007 via bulk change, so this would be part of bringing Leap into parity with the staff client. Bib records that come in from OCLC often lack the exact fixed field coding requires to display the correct Type of Material in Polaris so the ability to add missing fields via bulk change in Leap will make cataloging…

    11 votes

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  19. Add a running total to the Fiscal Year - Funds tab - FREE BALANCE column.
    This will allow a quick check of the year's budget 'bottom line' to see what the balance to be spent is.

    4 votes

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  20. Currently, there's no option in the PACREG application to allow patrons to choose to receive email notifications in plain text - but that option does exist in the new patron application on the staff side. Libraries using the PAC registration feature would like to have that included in the PACREG form.

    4 votes

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