31 results found
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Add required field in Patron Registration
In Admin > Parameters > Patron Services > Patron registration options > Required Fields tab only five fields are listed - Address, Birth date, Gender, Password, and Statistical class. We would like to require that Notification Option be filled in before the record is saved. There may be fields that other libraries would like to make required, such as Phone.
Idea Value
The patron's notification preference should always be selected before an account is created. There must be a way for the patron to receive library notices for holds, reminders, overdues, and bills.29 votes -
Staff Client: Icon/Button to Email List of Items Checked Out
Adding a icon/button within the Patron Status "Items Out" view which would send an email to the email address on file for the patron which lists all items currently checked out and their due date.
Idea Value
There is already a print icon/button on the Patron Status "Items Out" view which can be used to print the list of items out and their due date. Adding an email icon/button would allow patrons to receive this list easily via email when they come to the desk and ask staff for a list of the items checked out.28 votes -
Add Library Level to Hold Pickup Limit
Currently, a library may limit an item to be holdable for pickup at a single branch location. This setting allows the item to be limited to pick up at the item's assigned branch only. While this feature may work for single-branch libraries, it does not function in a practical way for multi-branch libraries. Expanding this feature to have a library-level option would increase the usability of this setting.
Example 1: Library A has 3 branches. They want to make their mobile hotspots holdable for pickup at any of their 3 branches. They do not want their hotspots to be placed…
28 votes -
Ability to set a specific time delay prior to calling patrons for holds using Polaris Telephony
Currently, outbound Telephony places a call to patrons that a hold is available almost instantaneously after the item has been checked in and moved to a Held status. For some of our larger libraries, the checked in material may not be available for pickup for 2-3 hours - but they have patrons who are coming to the desk expecting to be able to pick up their item right away because they received that instantaneous call. (sometimes the patrons are in the building, get the call, and simply walk downstairs to the hold shelves)
It would help avoid stress for staff…
28 votes -
Bulk update held until dates
The ability to bulk change Held Until dates would allow library staff to perform this task themselves in a timely manner, rather than having to submit a ticket to Innovative.
27 votes -
Staff Creating Holds on Non-Cir Items - Changed Permissions to Limit This
We've noticed a significant problem with staff creating holds on items that can't be loaned (non-cirulating; lost; deleted; etc.) because they have the ability to bypass item block messages. We tried to fix this gap by removing the "Override Request Blocks" permission from general circ staff, but have found that when we do staff can't bypass patron alerts (as simple as 'patron has a hold to pick up').
There seem to be two challenges with using the "Override Request Blocks" permission: it overrides both patron and item blocks (where other 'override' permissions are more granular); also there doesn't seem to…
26 votes -
More Hold Routing Sequences
Add more (optional) Holds Request to Fill Routing Sequence tables.
Idea Value
As libraries work together more and more in order to provide the best possible services, it's important that Polaris provide needed flexibility in holds routing. This is especially important for consortia (many of which are growing as independent libraries experience budget crunches and are looking for efficiencies). The current primary/secondary RTF and different grouping options are good, but insufficient as material delivery challenges make moving holds across libraries more costly/difficult (especially if there are large areas involved).23 votes -
Advanced Search in Leap
When our library switched to Polaris a couple of years ago - we were baffled enough by the absence of a standard advanced search, to add it ourselves. You can find the idea demonstrated in the below or attached clip.
There was no formal push for this option, but it was quickly adopted by most of our staff through word of mouth. Which I took as evidence that the current search was a common source of frustration.
Idea Value
An advanced search allows for quickly scoped searches, in a standard format that most library staff will be familiar with…23 votes -
Stats page-Add more stats in Bib records to aide collection management; regaining functionality of the Preview window from desktop client.
Provide aggregate circulation data and status by branch and item record. Previously this information was available on the Preview screen of the desktop client. Desired information by branch: Number of items, Number of holds, Year-to-date circulation, Previous year-to-date circulation, Lifetime circulation, Year-to-date in-house use, Previous year-to-date in-house use, Lifetime in-house use. Desired information by item: Assigned Branch, Collection, First available date, Year-to-date circulation, Previous year-to-date circulation, Lifetime circulation, Year-to-date in-house use, Previous year-to-date in-house use, Lifetime in-house use, Shelf location, Volume information, Current Circulation Status, Barcode, Last activity Date. This information should be sortable by any field.
Idea Value
These…22 votes -
Store item due date in the check-in transaction
This might be a little specific, but I am proposing that the item due date should be stored as part of the check-in transaction in the Transactions Database in SQL.
Idea Value
This seems like a relatively small change to the SQL tables, but it would allow some information to be more easily gathered. For instance, I recently received a question where I was trying to determine if there's any trend in what triggers the return of overdue material (e.g. first/second notice, the bill, or collections). If the due date was included in the check-in transaction, I think I would…17 votes -
Allow method to add a message and web links to the LEAP 6.7+ Login page
With the change from ASPX to JSON in Leap 6.7 there is no longer any way to add a message or links to the Leap Login page. Previously we would add links to our ADSelfService so Users could update their expired AD password or unlock their account. It would also be nice to be able to post a message if there are planned events that Users might need to know.
Idea Value
This would return/restore the flexibility we had prior to the 6.7 Leap upgrade.3 votes
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