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ILS - Polaris

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ILS - Sierra Updated

Improving loan history

Circulation, Access Services & Fulfillment UNDER REVIEW

ILS - Sierra Updated

Add New Patron Block Based On # of Items Claimed Returned

Circulation, Access Services & Fulfillment UNDER REVIEW

ILS - Sierra Updated

Increase Invoice Cap

Acquisitions, Serials & Item/Issue/Inventory Management UNDER REVIEW

ILS - Sierra Updated

Spending Limit Pop-Up

Acquisitions, Serials & Item/Issue/Inventory Management UNDER REVIEW

ILS - Sierra Updated

Staff activity log

System Administration (incl APIs) UNDER REVIEW

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310 results found

  1. It would be great to be able to edit or modify publication patterns as needed.

    Currently, we are only able to modify publication patterns IF no issues have been received. After that, the only way to change a publication pattern is to close the current one and open a new one.

    It would save staff time and effort if they could update a current pattern with necessary changes rather than being required to create a new one each time.

    8 votes

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  2. I would like to be able to run reports in Simply Reports to get our item return statistics broken down into time increments (such as hourly), as well as by date.

    This would be useful for tracking busy times and identifying trends/patterns at our library.

    2 votes

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  3. Right there there are problems with Polaris PAC not being ADA compliant due to the lack of visual focus indicators in some areas. Now that WCAG standards apply to government agencies, including libraries, this lack of accessibility leaves libraries open to lawsuits. Please fix this issue in all the templates that you provide.

    4 votes

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  4. Our catalogers would love to be able to search the Remote Databases by UPC.

    4 votes

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  5. Currently, when we turn over weeding lists to staff to pull, they manually mark 'not on shelf - NOS' if they don't find the item. In order to make the new weeding list functional in LEAP, we need the weeding record sets to have the same sort of functionality as a PickList - a column where staff can either mark the item as 'Not Found' or "missing". Ideally the circulation status could be changed to missing at this point, removing the need to manually change these items in the system and remove them from the record set.

    Related to idea …

    14 votes

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  6. We currently have the ability to set the default status for the 3 request manager views but it would be great to be able to set a default VIEW for request manager to open in as well. At our library, Request Manager is intensively used for receiving incoming INN-Reach requests (ILL view) and it would save time if we could make that the default view.

    7 votes

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  7. The edition statement should be added to the results list in the find tool and the duplicate detection results. The edition statement is already visible to patrons in the brief display of the records in the results list in the PowerPAC. When staff need to search by title or deduplicate records, they need to look at each record to identify the record for the correct edition. If the edition statement were added to the table that displays the results, they could identify the correct records in a more efficient manner.

    22 votes

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  8. We need a way to bring perennial critical patron info to staff attention without creating blocks for customers or forcing staff to open the full patron registration. Having this info in the patron record header or properties would be ideal. For example: at our library, customer registered at branch is not critical info yet it is the most prominent value displayed in the header after name and card number, if we could designate UDF values to take it's place (such as bookmobile stop or language assist needed) or have space to reveal a designated UDF value under patron properties, it…

    4 votes

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  9. When staff log out of Leap at the end of their shift, Microsoft prompts them to sign out of their Microsoft account. I think it confuses staff, they click on the prompt and then they get logged out of their Microsoft account. They then have to log back in and due to MFA need to get a code to log back in. This isn't ideal.
    Customer support said currently this behavior is how Leap with OAuth/SSO works. Leap uses the identity provider to control the login and logout when setup with OAuth/SSO. Can you place an enhancement request to see…

    5 votes

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  10. We receive vendor records with file extensions .FIL and .001. We are able to import these in the Client but are not able to import them in Leap.

    6 votes

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  11. In Simply Reports, some filter menus do not populate options until a library/branch is chosen (i.e. Shelf Location, Stat Code, Statistical Class). This is helpful for consortia because the menus only become populated with the options available at each selected branch(es), keeping the options to a manageable size.

    We would like to see this dynamic menu functionality applied to the Collection, Material Type, and Patron Code filters as well.

    Currently, our consortium has 55 Material Types, 57 Patron Codes, and 284 Collections to choose from in these menus, which becomes quite overwhelming for users and involves A LOT of tedious…

    9 votes

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  12. We would like to be able to copy an existing branch when creating a new branch, since often our additions are branch locations of an existing library that will have almost the same exact settings.

    12 votes

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  13. We have a long list of vendors and would like to clean it up, removing any who we no longer purchase from. This can't be done because of the links and layers in Acquisitions to attached purchase orders and invoices. It would help with clutter if there was a way to delete these suppliers or hide them in some way.

    10 votes

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  14. We would like the ability to made Collection a required field when adding item records. While we can instruct all of our members to have Collections selected as part of their templates, there is still the possibility of forgetting and having items that are missing a collection. Having a collection at minimum, and ideally collection and shelf location combination set on each item greatly helps wayfinding for the patrons, and we'd like Polaris to allow us to enforce selection of at least a Collection. Other customers may want to enforce selection of both Collection and Shelf Location. As long as…

    17 votes

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  15. Reviewing the process of integrating Cirriusimpact at our library, we've encountered a notable issue: patrons opting out of text messaging and staff needing to adjust their notifications accordingly. Currently, we're relying on CGS to send daily email alerts when someone opts out, but it would be more convenient to add a non-blocking note to the Polaris account visible to all staff. This would ensure everyone is aware of a patron's preference change and simplify the search for patrons with similar notification settings.

    2 votes

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  16. Add the search options in Leap for Loan Period, Fine Code, Material Type and Statistical Code.

    5 votes

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  17. Allow patrons to receive Almost Due / Auto-renew messages through the SMS - Cirriusimpact product integration.

    9 votes

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  18. We would like to have more enhanced data fields within SimplyReports in order to help users create reports that can fit their needs a bit better. For example, we recently ran into an issue where a staff member wanted a field that can indicate status descriptions for Lost/Unpaid or Lost/Accruing. In this case, it was explained that there would need to be a combination of patron account information, item status information and library settings needing to be available in order for this to work. Can possibly looked into for the future?

    8 votes

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  19. Indian Trails Library has several members who own 2 properties in 2 different CCS Library areas. Several times now these member's accounts were merged due to other library staff in other libraries not looking at the member's notes. This upsets the members and is more work for library staff to recreate the other account.

    It would be great if there was a red banner like the "expired" banner on a member's account that owns two properties so that when any CCS library opens the member's account the red banner will alert them that this member owns to properties in the…

    4 votes

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  20. Details on items going in-transit, enroute, and/or transferred are not kept within the Polaris Transactions database. Instead, the data is only kept within the Polaris database. This means if an item is deleted, then statistics on it going in-transit/transferred/enroute are lost. The enhancement request here would be to include that information into the Polaris Transactions database.

    This could also serve as a generic enhancement request for increased reporting abilities within Simply Reports. It seems there are a lot of things our libraries would like reports on that are not possible to create within Simply Reports. It almost always involves historical…

    10 votes

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