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ILS - Polaris

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  1. The series covers, information, and linkage that are available further down in search results make tracking specific volumes and placing holds accurately much easier. Unfortunately, many people don't like to scroll and if it's not up top they don't see it, don't use it, and become annoyed. It would be great if a "See full series" link showed at the top of the scroll and took them down to the appropriate information.

    1 vote

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    0 comments  ·  Discovery & OPAC  ·  Admin →
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  2. The Background Processing screen (specifically under MARC Import) does not currently support the newer LEAP pagination options available in other, more recent LEAP screens. This creates usability challenges when reviewing and managing historical imports.

    Problem:
    The current interface relies on a “More” button to load additional records page by page rather than having the option to load all and setting the record count to view. This creates several issues:
    • Staff must repeatedly click “More” to access older records, which is inefficient and time-consuming
    • There is no option to “load all” or quickly navigate to a specific point in…

    2 votes

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  3. Adding a 4K disc icon to the discovery layer to distinguish a 4K disc from a Blu-ray disc would be helpful to patrons.

    2 votes

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    PLANNED  ·  1 comment  ·  Discovery & OPAC  ·  Admin →
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  4. Staff have expressed concern that their Polaris username appears in the upper-right corner of Leap, making their last name visible to customers when screens are shared. They would prefer the option to hide or anonymize the display (e.g., first name only). While the username also appears in the Polaris client, it is less prominent and therefore raises fewer concerns.

    2 votes

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  5. related: https://ideas.iii.com/forums/951742-ils-polaris/suggestions/47245385-utilities-reports-and-notices-in-the-staff-clien

    where the stated solution is linking from Leap to the SRSS Portal, but per a support ticket we opened about getting that set up, this is not supported on our type of hosted plan. For this to be a solution that's workable, it needs to be available for all types of hosted plans.

    1 vote

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  6. It would be nice to be able to configure notification options based on the loan period or specific items. For example, we would like to send overdue notice for the public laptops that are overdue every 2-hours session.

    2 votes

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  7. When I adjust the language string with StringID ECTEXTBARCODE_PLACEHOLDER it is changed in two places, one of which is a surprise to me:
    * The wording in the input field for the patron card number and
    * The label for item information on the "Items Out" screen.
    The latter needs to have a separate StringID to make the former work in any meaningful way.

    7 votes

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  8. Record set printing is often a mystery -

    I often need to print a List View, but the printed result is very unpredictable.
    Sometimes it turns out how I want, but other times the page is limited to the top of the page (see attached photo), and 3 times as many pages print since the whole page size isn't utilized. It seems to depend on the size of the columns and how many are hidden, etc, but I can't be sure what factors make it work.

    The best workaround seems to be printing to pdf, checking it, and then printing…

    7 votes

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  9. First, let me say that I think the Manage Item Records tool found on the Check In screen is good. For basic item edits, it is superior to editing via the Item Details screen in many ways. It has better permission controls, better item history logging (see attached image if you're unfamiliar with this), and allows edits to more than one item at a time (a lighter, more intuitive version of Item Bulk Changes). That said, I think a few changes could take this tool from "good" to "great".

    First, I think that having an independent option on the Check…

    7 votes

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  10. As of Polaris 8.0, PAPI supports creating new Patron Blocks but does not provide a method to delete them. For internal automation and vendor workflows, the ability to programmatically remove Patron Blocks is essential. Adding a delete method will reduce the need for manual intervention.

    4 votes

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  11. During MARC import, other 02X fields (022, 024, 028) only match on $a, but 020s match on any subfield, including $z, which is supposed to invalidate the following ISBN. Is it possible to modify the match points for 020s so that they only match on $a?

    On a related note, just out of curiosity: in the MARC import settings, why are most match points referred to by field number (022, 1XX, etc.), but ISBN and UPC are referred to by name? (And wouldn't UPC already be covered by 024 $a, since the 024 match point doesn't look at indicators? Or…

    7 votes

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  12. When viewing a patron’s transaction history, selecting a transaction displays the related/paired transaction (e.g., waive vs. original charge). This behavior is working as designed but creates confusion because the displayed details do not match the selected row.

    Current Behavior
    • Staff select a transaction (e.g., a charge from 2/23/26) and select the history button.
    • The system opens a detail view showing the associated transaction (e.g., the waive from 3/26/26).
    • This makes it appear as though the system is pulling incorrect or reversed data.

    User Impact
    • Causes confusion and lack of confidence in the accuracy of transaction records.…

    3 votes

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  13. Right now, staff can only copy & paste diacritics from elsewhere into Leap, but they have no way of directly inputting them into cataloging data. The toolbar was able to do this, but Leap cannot.

    9 votes

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  14. Our patrons would like the ability to filter their Saved Title Lists by "available now" and "owning library", similar to search results in the catalog. This would enable them to walk into any library, look at their reading list, and see what is on the shelf now at a glance. Checking each title for availability and branch is tedious and time consuming.

    7 votes

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  15. Our libraries have mentioned that when staff places multiple holds on different formats of a title and then groups these holds for a patron, the loveliest conscientious patrons will go in and delete the additional holds, thus defeating the staff's intention, which was to create multiple grouped holds in order to expedite the filling of the hold. It would be helpful if there was an option to prevent removing holds when they're in a group.

    7 votes

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  16. We would like the ability to update the inventory date directly via a record set. Currently, to update the date for recently checked-in items, we must generate a text file of barcodes and upload it through the Check In - Inventory workform. We are hoping for a feature that allows us to edit inventory dates within a record set, similar to the 'edit due dates' function.

    11 votes

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  17. Consider relocating the First Available Date information from the Source & Donor tab to the Statistics tab within the Item Record. When weeding materials, many libraries review the First Available Date alongside circulation statistics to evaluate item usage and age. Placing this field within the Statistics tab would streamline the workflow and reduce the need to navigate between tabs during the weeding process.

    11 votes

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  18. Polaris continues to add more tab options in Leap patron records (most recently for the Dated Notes), but the newest features frequently end up getting hidden in the More menu.

    It would be really nice if each staff member had the ability to reorder the tabs in their patron record view, so they can ensure their most used tabs remain visible even if they are zoomed in or using a smaller screen.

    For instance, many of our libraries do not use the Reader Services tab. For those libraries, it would be wonderful to have the option to move the Reader…

    16 votes

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  19. By adding received date and user to the POLI segment view, we would be able to quickly troubleshoot issues without needing to run reports.

    7 votes

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  20. The ability to schedule holds or checkouts in advance would be a valuable feature for both libraries and patrons. Many libraries offer a variety of items beyond traditional books, such as computers, StoryWalk kits, activity kits, technology kits, and other specialty collections, that patrons may need to access on a specific date or for a particular event.

    Allowing patrons or staff to schedule a hold or checkout for a designated day would help ensure that high-demand or event-based materials are available exactly when needed. For example, educators, community organizations, and families often plan programs, classroom activities, or events well in…

    7 votes

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