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ILS - Polaris

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ILS - Sierra Updated

Add permission to prevent user deletion of notice jobs

Circulation, Access Services & Fulfillment PLANNED

ILS - Sierra Updated

Ability to view history for item and volume records.

System Administration (incl APIs) PLANNED

ILS - Polaris Updated

mobile hotspot

Circulation, Access Services & Fulfillment UNDER REVIEW

ILS - Polaris Updated

Provide Payment Type Edit option after submission

Circulation, Access Services & Fulfillment UNDER REVIEW

ILS - Polaris Updated

Make phone number searching better

Customer Relationship & Account Management UNDER REVIEW

ILS - Polaris Updated

Implement EDI Claiming From Sierra/Millennium

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

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  1. 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

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  2. 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

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  3. 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
    13

    We would like to see the volumes listed numerically (preferably with the latest volumes listed first):

    103
    102
    101
    100
    99
    98
    97

    This would help patrons find exactly the volumes they are looking for, particularly having the latest volumes listed at the top.

    6 votes

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  4. 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

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  5. 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

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  6. 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

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  7. 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.

    7 votes

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  8. 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

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  9. 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

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    1. Patron has a held item
    2. Held item is cancelled
    3. Then the patron record is deleted
    4. 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

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  10. 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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  11. This may not be the correct place for this. If so I apologize. I am gonna post it on the Phoenix CCC page as well.

    We have a customer here who is down on the Mobile Hotspot queue. I have noticed that several of the people above him on the queue currently have hot spots checked out already. It doesn't seem fair that those customers will get to have their hotspots potentially another three weeks before this other customer gets to borrow it. Can there be some sort of limit set to not allow for simultaneous holds and checkouts for…

    4 votes

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  12. Currently, Polaris allows all staff members to override a hold and check out a Held item to a different patron. We need a System Administrator (SA) permission to control this functionality. Our preference is to prevent staff from overriding holds, ensuring items are always checked out to the requesting patron.

    2 votes

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  13. This is occurring in the Leap patron registration section. For accessibility purposes some of our staff tab through the patron registration and when hitting the zip code field and entering the zip, the select a city pop up box will appear showing multiple cities connected to that zip. The default spot for the tab to be at when this window appears is on the ok button, meaning none of the radio buttons have been selected yet. Then you must shift + tab and forward tab to eventually get to a radio button being highlighted. You can click the space bar…

    4 votes

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  14. One piece of feedback we've gotten is that staff members who are used to the client miss the ability to open and rearrange a bunch of windows from the find tools (for side-by-side comparison, or just for managing workflows). We're wondering if this experience could be recreated by allowing the option to open multiple results in new tabs from the find tool in Leap.

    9 votes

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  15. Currently, our patrons can still place holds when their card is expired and then come in to get their hold and don't realize they need to verify their address so we can renew their card. Blocking patrons from placing holds until their card has been renewed and giving them a pop-up explaining that their card has expired, would be great.

    9 votes

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  16. It'd be nice if fines could be ineligible for being waived by staff from any library other than the owning library. In our consortia staff can waive any fine regardless of how much it is and what library it's from, this also goes for lost and damaged items on a patron's card. This can lead to staff just waiving fines that they shouldn't be waiving, or accidentally paying out lost/damaged items for another library, which we aren't supposed to do. Similar to how staff from other libraries can't update item details like call number, etc. for an item that doesn't…

    3 votes

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  17. When declaring an item lost on a customer account, there is no way to add more to the note on the resulting lost item charge. All that is in the note field is "Declared Lost". It is sometimes important to give more context to the charge and that is why being able to add a note would help!

    10 votes

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  18. At this time, holds on the serials and multivolume set records are not functioning in an efficient manner when the title is not under serial control. Examples include manga, college guides, or test prep guides. In PowerPAC and Leap, patrons and staff cannot place volume level holds when the associated item is on order and does not have a barcode. It is not part of the staff's normal workflow to add a barcode to on-order items until the physical item arrives at the library. As long as a volume is in the volume field, Polaris should be able to identify…

    43 votes

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  19. Sometimes staff select the the wrong payment method in Polaris when taking apply a payment from a customer (cash/check/CC). Once selected, inaccurate payment methods cannot be corrected in Polaris.

    While leads spot and notate these errors on Polaris cash reports, our system-wide Finance dept uses these reports to reconcile our credit card statements each month. It happens often enough and across so many branches that it creates a lot of extra work on the back end to reconcile our credit card account. They are requesting III provide the ability to edit payment method in Polaris - this something that we…

    6 votes

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