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ILS - Polaris

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492 results found

  1. Our staff complete weekly and monthly checks on hold requests to ensure our customer holds are being fulfilled in a timely manner.

    To do so, staff check the hold status (Active vs Inactive), age of the hold against the hold type (item or bib level), number of available copies, and number of holds in the bib level queue. This requires staff to open item/bib records and return to the Request Manager list frequently, and can mean the review lasts over several days, making it hard to track where they were in the queue when they had to pause in the…

    1 vote
    How important is this to you?
  2. My staff mentioned that they would like it if we are renewing a patron account, we could have the option to renew all accounts it has an association with at the same time. Ex: If Jane Doe comes into renew, we can have the option with the click of a button to automatically renew John, Jim and Jill Doe's accounts as well. That way all members of a family can be updated at the same time more easily.

    2 votes
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  3. We would like the ability to do stacked sorting in searches and record sets. This would allow the user to sort by one aspect and then another with it stacked (eg. sorting by pub date and then call number, so you see items within a call number in pub date order). In both searches and record sets, it only seems to sort by the current choice, meaning the way it's sorted within that one type is random (or alphabetical by title, which isn’t always the most useful).

    1 vote
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  4. As we move libraries away from the client to Leap, they are finding a few things that are missing that made their lives easier. One is to be able to choose how a search is sorted prior to the search happening.

    1 vote
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  5. Polaris should be able to generate barcodes outside of self-registration. Sometimes you want to generate barcodes without relying on a physical card that already has a barcode printed on it. Polaris already can do this because it does it for self-registration cards. So it should be able to occur on demand.

    3 votes
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  6. I would like there to be a way to see who has interacted with a patron account, in the same way there is a history on an item record. Today we were trying to see who had made a specific change to a patron account, but because someone else had fixed it already, we couldn't. So, if we had a list like the item history, where we could see who had been in and what had been done, we could more easily know who to contact and train on an issue.

    8 votes
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  7. Please combine the items and the statistics on the bib record into one section so that we can see circ stats and item status without having to click multiple areas. We need this data to help us determine whether an item should be transferred from another branch, repaired, or replaced. Attached is how it looks in Staff Client, and it would be great if we could see this view in LEAP.

    9 votes
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  8. 2 votes
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  9. When I am working in a long record set and open an item record and then close it again, it returns me to the top of the record set. I would really like it to return me to where I was in the list to more easily continue my work.

    8 votes
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  10. Bookmobiles move around. When customers get the holds notice, the address listed on the notice is usually the bookmobile home address. The customer shows up only to find that the bookmobile isn't home. We have pickup locations for the customer to choose from in the PAC, but they do not have addresses assigned to them. If they did, we would want that address to be used on the holds notice. Can this be a LX starter and/or Polaris enhancement for Bookmobile.

    6 votes
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  11. In the Item reports, some general filters categories, such as Stat Code, have a Not Present option. This allows staff to report by Collection Code or Material Type and exclude unwanted Stat Codes. It would be helpful to have the same option to exclude Shelf Locations.

    20 votes
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  12. Instead of only allowing a pickup location to be set as closed in Vega Discover for all libraries/branches, it would be helpful to be able to show a specific pickup location by a specific library/branch only. For example, we are a cooperative location. We are not a library. But our staff place holds to be picked up at our location. However, patrons accidentally choose our pickup location. On our old system, we were able to set it up so a particular pickup location would only display by OPAC profile (login). Can this functionality be added?

    3 votes
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  13. Our Library will soon no longer be offering phone notification. I'd like the ability added to remove notification types (Phone 1,Phone 2 etc) from the staff interface so a invalid choice is not longer available. However, we'd still like the ability to record that information in the patron registration if needed.

    1 vote
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  14. In 7.7, we now have the option to do INN-Reach check in, which is phenomenal! It has sped up this process immensely, making for happier staff and patrons.

    However, the speed has brought with it some unexpected snags: The biggest at present being the color of the 'return uncirculated' toast as compared to normal INN-Reach processing.

    Using Request Manager to receive INN-Reach items, the note that a 'patron no longer wants this item' was thrown front and center using standard Polaris work form coloration (which necessitated a more thorough reading of popups). If an item was still desired by a…

    1 vote
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  15. When inputting information for an ILL request for a patron, our ILL clerk would like there to be a field where she can input the OCLC number of the item she is wanting directly into the hold request. That way when she exports the request, it will directly sync with the item she wants, without having to use ISBN.

    4 votes
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  16. If you are adjusting the column settings for Leap, the list of available options is not in alphabetical order. This makes it easier to overlook what options might be available to select.

    As a former page, please put this in alphabetical order OR make the list filterable/searchable.

    16 votes
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  17. It would be nice to be able to add captcha (or something similar) as added protection to Self-Registration through the PAC. It would ensure that a human is actually entering the information on the other end rather than a bot. An uptick of suspicious registrations is eating into valuable staff time and we would like to be able to add a layer of protection to our Self-Registration process.

    7 votes
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  18. When a serial holdings record includes a pattern for a completely irregular issue, and the only chronology date on the issue is the year, the chronology day and month chosen when the publication pattern was set up is used for all following issues checked in using that pattern. The ability to manually adjust the chronology date would be very helpful, and would ensure that issues display in the correct order.

    In the attached image, the expected date shows the date that the issue was actually received. However, because the chronology date for the first completely irregular issue we received was…

    2 votes
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  19. When we create a weeding record set, before sending it to the approval dashboard for review, we'd like to have a way to mark items in the set as "not found" or some other indication that the item is not on the shelf. Right now we can update items individually to another status (missing for example) or remove them from the record set. We would like the ability streamline this and mark the item directly in the weeding record set.

    This is similar to these ideas: https://ideas.iii.com/forums/951742-ils-polaris/suggestions/48218423-weeding-record-sets-need-to-have-picklist-function

    https://ideas.iii.com/forums/951742-ils-polaris/suggestions/47533493-weeding-record-set-functionality

    4 votes
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  20. I don't know if this is already planned for a future version; I didn't see it on the current roadmap, though. It's really important for cataloguers that they be able to save a bib record without having to make a change first, particularly for provisional bib records. The only way to make a provisional record become final is to resave it, and currently, Leap requires you to make a change in any bib record before saving it. I know the duplicate detection without saving is now available, and that's a great feature - but allowing at least provisional bib records…

    8 votes
    How important is this to you?
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