596 results found
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Item template use in Leap
Currently in Leap (we're on 7.8), in order to take full advantage of an item template, you have to click on Actions--Create Item (within the bib record), then add your barcode & select the template you want to use, and then click Save. If you don't click on Save, the template only populates some of the template information. It doesn't change any of the call number fields or the number of renewals, even when the option to use template values is checked.
This is existing functionality in the Polaris toolbar client, and should be in Leap as well. (See attached…
4 votes -
Option to tell customer if they have already borrowed a title
An option added in the patron registration that turns on a "loan tracking" feature. When checking out books, if this feature is turned on, then when a barcode is scanned that the patron has already borrowed a message comes up to let the patron know they have already read this title.
Would check at a bib level (so not just the actual item that is scanned, but any bib that item is associated with). Should be based on what is in the reading history of the account. Would need enhancement for serial issues, as the reading history currently only advises…5 votes -
Separate Renew buttons for Expiration Date and Address Check Date
The one Renew button that renews both the Expiration Date and Address Check Date at the same time is creating an issue for us when a patron has two different dates. Two separate Renew buttons might resolve this issue.
1 vote -
Sorting Volumes Numerically - Not By Digit
When a patron is looking at a monograph serial title and wants to place a hold on a volume, they click on place a hold and get the option to choose which volume they want. The volumes are listed by digit, rather than numerically. For example:
1
10
100
101
102
103
11
12
13We would like to see the volumes listed numerically (preferably with the latest volumes listed first):
103
102
101
100
99
98
97This would help patrons find exactly the volumes they are looking for, particularly having the latest volumes listed at the top.
7 votes -
Making Text in On-Order Records a Different Color
We have noticed an uptick in libraries circulating items on on-order records despite it violating consortia policy. We would like to see the text of on-order records (or even just specific fields) be in a different color to help provide a visual indicator of the record type.
5 votes -
Allow multiple statistical classes to be assigned to patron records
Currently only one Statistical class can be assigned to the patron record. It would be helpful to allow multiple statistical classes to be assigned. Sometimes a patron can be registered while multiple programs occur, such as when a child is registered for a 0-5 campaign, and then later they may participate in another reading program. Both codes would be used to track each type of program. Currently, we have to use the notes field to do some tracking, and the notes field isn't as friendly since it is free text.
2 votes -
Implement EDI Claiming From Sierra/Millennium
We’ve long benefited from Sierra’s well-supported EDI claims functionality, which has enabled seamless communication and efficient claims processing with our library partners. However, we’ve observed that Polaris currently lacks equivalent support for sending claims via EDI in the same format.
Can you please port over the EDI Claiming Format From Sierra & Millennium to Polaris? This would make it easier for libraries migrating to Polaris from these products.
3 votes -
Block patrons with lost items from checking out on SIP2 selfcheck
We'd like to block patrons from checking out on selfcheck units if they have lost items. Even though Polaris SA has a configuration in place, that setting only works for API setup, not sip2. we'd like to have a similar setting for sip2.
9 votes -
Trim Whitespace on Username and External ID Fields in /PolarisAdmin (Web Admin)
Change /PolarisAdmin (Web Admin) so that leading and trailing spaces are automatically trimmed from the Username and External ID fields upon entry.
Problem Statement
Currently, if administrators accidentally enter a username or external ID with a leading or trailing space, it is saved as entered. This creates login and authentication issues for end users, since the system considers the space a part of the credential. This can be difficult to troubleshoot and frustrating for both administrators and end users.This is especially likely to happen when copying/pasting from certain user management platforms.
Proposed Enhancement
Automatically strip any leading or trailing…11 votes -
provide a "here today" button in Leap.
Provide staff with a single click option in Leap to find titles on shelf at the location they are currently logged in under. Many staff default to using the PAC for its Available Now option - which is great but, is problematic if a customer doesn't have their card and/or doesn't know their password. While we can emulate the Available now search in Leap thru filters or saved search parameters, even accessing those saved searches can take several clicks. Offering an available or here now button would make this much faster and would be used very often
8 votes -
Place Holds from File
Items can be added to a record set via a text file. This is very convenient and quick. It would be helpful to be able to place multiple holds via a text file. I would like to be able to upload a text file via the more menu (just like adding to a record set), which would then place a hold on each item in the text file.
This way a group of items a user wants to put on hold doesn't need to be put in a record set first, cutting out an entire step.
3 votes -
picklist
When printing the Picklist, we would like the current date and the page numbers to be printed.
This would be helpful for us when we go back to look for items other staff members did not find. Also, if the date is there, we can identify if the list we are working is today’s list or if someone left an old list laying around.
8 votes -
Leap - display control numbers in list of current and recent workforms
Right now, the only thing that displays in the list of workforms is the title. When comparing records with the exact same title, this can get confusing and requires too many clicks to make sure you are selecting the correct record. There needs to be more information displayed in addition to the title, and should at minimum have a control number.
9 votes -
Leap - Give the option to overlay a record while comparing multiple MARC records
When comparing bib records in Leap, it would be nice to be able to choose the bib to keep and overlay the other with. This would streamline deduplicating similar records.
8 votes -
Make phone number searching better
This request is for a new feature to improve phone number search capabilities, specifically by handling varied formatting in the free-text phone number field.
The current phone number search often fails because it's a simple text match that can't account for different formats like hyphens, spaces, or parentheses. Staff will sometimes report back to a patron that their phone number isn't in the system because they didn't search for it in the way it was entered into the patron's record. This can then frustrate patrons if they continued to get called or texted by the notification system.
Implementing a search…
12 votes -
Limit pickup locations by patron code
Currently, we utilize a bookmobile and would love if we can limit that pickup location to our outreach patrons. This could easily be accomplished if we could limit locations based on patron codes.
0 votes -
View password option in login
It would be helpful to have a "view password" option in the login for library patrons/guests. I have gotten feedback from patrons who are visually impaired that having this feature would make logging in to their library account much easier, allowing them to identify typing errors before submitting their login information. The view password feature seems to be such a standard across wide array of platforms, pages, and applications. Why wouldn't a library be able to offer it?
7 votes -
Save patron name when deleted on holds to action
- Patron has a held item
- Held item is cancelled
- Then the patron record is deleted
- The hold on the holds to action will have no patron name shown.
This means that staff have no real way to know where their hold is on the hold shelf (holds are arranged on the shelf by patron name) to be removed. This was originally entered as a bug, but it was closed as a bug because it was working as designed.
4 votes -
Improve usability of Collections and Mat Types fields when searching the PowerPAC
Specifically, in 7.7, in the options to display facets within the Administration Explorer: Dashboards: Narrow Your Search & Related Searches, allow the opportunity to display the checkboxes for the Collection Codes and/or Mat Type for an improved patron experience.
Many of our patrons prefer the PowerPAC experience (over Vega Discover Premium), and they would like to search within our specific collections. When they use the "More Search Options" feature, the viewable area per section is only four items, and scrolling is challenging. Depending on the screen size and text/accessibility settings, one facet could use a significant portion of the screen,…1 vote -
Provide Payment Type Edit option after submission
When we apply customer payments in Polaris, staff select payment type from a customer (cash/check/CC). Payment type is recorded in payment reports to reconcile our credit card statements each month. Sometimes a person will mistakenly record a payment as cash when it should have been CC. Once recorded, a mistakenly selected payment type cannot be corrected in Polaris. It would save significant time if an edit/correction option was available.
3 votes
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