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ILS - Polaris

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  1. When staff use the quick search box during busy times, the results come up empty. Sometimes they know they have the items and will wait to try again, but other times they assume no one owns the title and end up creating a duplicate record.

    When searching is affected by network performance, Leap should be handling that exception and displaying an error to the user. Blank results are a result and it is confusing people.

    4 votes

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  2. We do not use OCLC or INN-reach for interlibrary loan resource sharing, we use another third party service, so we have patrons fill out ILL requests using a Google form that we then review to see if it's available.

    It would be ideal if, upon receiving the item they requested, we could create an ILL on-the-fly record and put it on hold for the patron without having to download a bib record, put a hold request on it, convert the request to an ILL request, and so on.

    3 votes

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  3. Add the ability to customize what fields are "copied" when clicking on the Copy button in a patron record. Or as an alternative, create custom patron templates that can be selected both when copying a record and creating a new record.

    For Example: Our Staff use the Copy function most often with registering multiple members in the same family. Rarely is the information in the Profile View the same (Name, Patron Code, Birth Date, etc.) and if staff aren't careful they could forget to change these fields - fields that are reflected in the various system tables.

    5 votes

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  4. When a hold request is placed, Polaris performs an eligibility evaluation only once—at the moment when the request is first placed. Polaris does not re-evaluate eligibility later. So if Polaris is configured to use hold trapping preferences that prefers "my patron" but some temporary circumstance prevents the assigned library's item from filling a hold for the library's patron, the hold must now be filled by a different library. This can be mitigated if staff notice the problem and delete and replace the hold, but this is a lot of extra overhead and in all likelihood the problem will go unnoticed.…

    6 votes

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  5. We would like the ability to exclude holds from outreach patrons from our picklist, since the outreach module has its own picklist. In addition, having the picklist to show the patron's name would be a great feature.

    3 votes

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  6. Add support for Leap direct print using QZ tray to Leap offline. That way libraries don't have to figure out something special when they are in offline mode which is already a stressful time period for them.

    7 votes

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  7. Allowing staff to select different sounds when checking items in and out would be a great benefit. For example, when checking an item in and there is a hold, a different sound would help alert the staff, or when a patron's library card is scanned for checkout, a custom-selected warning sound would play. At busy times, it is easy to just go with flow because all the sounds are the same.

    4 votes

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  8. After running a Record Set sometimes I find the need to refine my search. It would be really nice to have the ability to backtrack to the search parameters to make needed changes then rerun the search in lieu of starting over.

    6 votes

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  9. When merging patron records, the system currently appends merge details to the Non-Blocking Notes section. However, with the introduction of Dated Notes and the ability to hide Non-Blocking Notes, this information can be lost depending on system settings.
    We would like to see one of the following options implemented:

    • Allow administrators to choose where the system writes merge notes.

    • Have the system automatically write merge notes to both note types (Non-Blocking and Dated Notes).

    15 votes

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  10. When merging patron records, the system currently appends merge details to the Non-Blocking Notes section. However, with the introduction of Dated Notes and the ability to hide Non-Blocking Notes, this information can be lost depending on system settings.
    We would like to see one of the following options implemented:

    • Allow administrators to choose where the system writes merge notes.

    • Have the system automatically write merge notes to both note types (Non-Blocking and Dated Notes).

    2 votes

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  11. Staff client allows you to delete a record and record sets from a set of search results, however, Leap requires clicking into each record, then clicking Actions and then clicking delete (or putting them all in a record set). Right now I'm cleaning up some old record sets. If I were doing this in the client, I have the ability to select multiple record sets within my results list and then right click to delete them in bulk. This would be a game changer in Leap.

    14 votes

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  12. Since moving to Vega Discover, we are finding that we are having some issues there with holds queues due to the rolled up records (I've posted an idea over there too), but it's also exacerbated by the way records show in Leap.

    Ultimately, it would be great if bibs rolled up in Leap in a similar way to Discover. Not the different formats per say, but if there is a softcover, hardcover, deluxe, and reissue of a book, it would be nice to be able to see those all together to determine circ stats for them in a combined view,…

    10 votes

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  13. We would like the ability to block renewals for a few days after checkout (or longer). Right now, we're seeing a lot of accidental renewals of items at checkout due to an item being too near an RFID pad or someone double scanning a checkout because they aren't sure if it scanned. In a previous system, we were able to block renewals by a couple days, so this didn't happen.

    12 votes

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  14. The Circ Date in the item record workform (Circulation tab) is confusing. When an item is currently checked out, the circ date shows the date of the current checkout rather than the previous patron’s checkout date. This is confusing because it appears under “Last Use,” alongside the last borrower and branch information (see attached photo). It would be clearer if this field were labeled more explicitly or moved to a different area, perhaps below the Current Borrower (see attached mock-up).

    7 votes

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  15. We would like the ability to set a date parameter to auto delete dated notes. Our retention policy is to not keep any notes on a patron older than 5 years. Currently our staff need to manually look through all patrons with notes and delete the old ones. Now with dated notes we would like it to do this process for us possibly with an overnight process.

    Bonus if it can also avoid dated notes that might be flagged in a way to not delete.

    6 votes

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  16. We would like to set a dated note to auto float to the top. In the old notes we always put important notes on top so that it catches a staff members eyes quicker than reading through all the notes. We would also like to flag it in a way that indicates it shouldn't be deleted.

    Examples:
    We note accounts to indicate someone is a current employee or former employee with staff privileges.

    We note to not waive fines on patrons that we have had a lot of issues with. No one needs to read through all of their notes…

    5 votes

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  17. We would like an alert to let us know when a patron has a dated note similar to the old Notes section. Even if it could flag the same NOTES word.

    Trying to transition to using dated notes only but we need our circ staff to be aware there are notes to view rather than them going to that section for every patron to see if there are any.

    5 votes

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  18. Love the new Dated Notes section with the 8.0 upgrade, however, we would like to be able to bulk move the existing non-blocking and blocking notes to the new Dated Notes fields and then disable the old Notes section.

    I know the non-blocking notes can be suppressed to not appear at checkout, but I'm referring to disabling all blocking and nonblocking notes allowing staff to only use the new Dated Notes section.

    I think it will cause confusion for member library staff to have both Notes sections enabled and nearly impossible to get them all to agree to use one…

    10 votes

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  19. We would like to put in a reason for discarding items. Records are being challenged in court and they want reasons for weeding each item.

    5 votes

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  20. We have paid non-resident fees which get used for unique patron codes which last 1 year. If a customer is renewing their registration early, we give them a year from their expiration date so that they are not losing any of the time that they previously paid for. Perhaps a checkbox in the renewal dialog box to indicate that this is what we want to do, but also an option to have this automatically toggled for certain patron codes and an option to suppress its use when an account is fully expired.

    5 votes

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