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ILS - Polaris

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28 results found

  1. 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.

    13 votes

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  2. We would like to see additional information and functions available in the Polaris Client or LEAP so that staff have more resources and information to support customers with questions about online resources.

    For example, library staff would benefit from seeing real-time hold information in Polaris about items on Overdrive or Hoopla. Currently, Polaris shows an asterix (*) under holds. Library staff need to either go to the PAC or Overdrive to provide customers with this information. It would help library staff to have information available in one place rather than requiring staff to go to multiple sources to answer a…

    9 votes

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  3. In addition to Single Sign-On (SSO) support for Microsoft Azure and ADFS, please consider support for Google Workspace. We recently migrated all of our email for our consortium (42 members) to Google and would greatly benefit from the ability to use the already signed-in information to authenticate into Leap. See screenshots for a design/concept mock-up.

    11 votes

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  4. Allow multiple selections of Organizations & Patron Codes to populate Material Type list (lower table) on the Patron / Material Type Loan Limit Blocks, Policy Table.

    13 votes

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  5. 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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  6. The Polaris Transactions database TransactionID is an int data type. This 2,147,483,647 means the biggest number supported by the database. In our busy system, we're about halfway through the available TransactionIDs as we're about to reach 1 billion. This field should be moved up to a bigint data type. Otherwise inserting new data will fail.

    7 votes

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  7. It would be nice to have the ability to set different email notice schedules for each branch.
    We would like to line up our notice delivery times with the operating hours of our branches, or allow more frequent hold notice emails at a specific branch.

    5 votes

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  8. The Polaris Leap login screen consists of two text fields, a button, and a low resolution PNG floating upon an ocean of #CCCCCC. It is, in a word, boring. There are no easy customization options offered that allow a library to give it the look and feel that they want, save for one option that will change the colour of the menu bar. Now, granted, if you have a staff member with some web coding knowledge, they can modify the Leap CSS and replace some images to give things a spruce up. Five lines of code and a fresh image…

    25 votes

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  9. Currently we have to send patrons from our websites to the PAC if they need to reset their passwords. It would be great if there was an API call for this, as it's disruptive to the patron experience to have to send them to another site.

    The suggested functionality would reflect the PAC experience: once they enter a barcode, a password reset email would be sent to the email address on the account.

    14 votes

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  10. Currently if we need to change the branch we're logged into in Leap we need to sign-out and log back in. This can be disruptive if we have records opening we're working with that would then need to be re-opened. It would be handy if there was a way to do this without signing-out and back in, in a way that would allow records to remain open.

    Admittedly I don't think this would be helpful for the majority of staff, likely more administrative roles that need to perform activity across a range of branches. But it would be a nice…

    33 votes

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  11. Currently, staff modifications to patron registration including card renewal do not update the Patron Last Activity Date (LAD). As more libraries move towards long or no expiration periods, LAD becomes even more important for patron database maintenance. We have seen cases in which patrons renew their card without any additional activity resulting in their record being purged during cleanup. Including renewal and/or extending the card expiration period in LAD will better allow libraries to track patron engagement.

    16 votes

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  12. We're working with a vendor to import patron records into Polaris as part of a program to give every student of the local school district a library card. As part of the arrangement, these student cards will be exempt from billing.

    Unfortunately, there is no means to check the "exclude from" overdues, billing, etc. boxes in the API, so this will have to be done manually every time a new batch of students is imported. Please make it possible to modify these options via API.

    7 votes

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  13. I'm specifically looking for a great integration between the cataloging tool BTCat and Polaris.

    Libraries use tools like BTCat and Skyriver to search for new bib records and update/edit existing records. After making changes, the records currently have to be exported from the cataloging software, then imported into Polaris. These tools have the ability to "push" records into other ILS systems, skipping the need for a manual export/import of records. Adding this functionality would aid libraries in transitioning away from the Polaris desktop client (as bibliographic editing in Leap is a tedious process, at best).

    19 votes

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  14. Many of the keyboard shortcuts that are in the Polaris client are not found in Leap. This is harder for people with difficulties switching between the keyboard and mouse. We have a user who would love to have access to these keyboard shortcuts in leap that, if turned on or added, would make Leap linking much more intuitive and ergonomic.

    The staff member said:

    • Ctrl-S would be fantastic
    • A shortcut to simply close a record, as exists in the form of Alt-F4 in Polaris.

    Those are the big ones.

    Any others that can be turned on or created specifically for…

    66 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. We have had multiple patron requests to be able to sort reading history delivered by API by latest added or by title. Currently reading history is displayed with the oldest first which results in a lot of scrolling by the user.

    11 votes

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  17. Since record sets have 2-level deletion, like bibs, items, and authorities, the RecordSets table should have a RecordStatusDate column.

    When using the 2-level deletion to manage record clean-up, it is usual to purge records that have been deleted for a certain amount of time, but without the deletion date it is harder to determine. Because the modification date of deleted record sets is still updated by some actions taken on the records in the set (e.g. merging over a record), the only way to determine the deletion is by querying the transactions database.

    With the record status date added, determining…

    9 votes

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  18. Currently, when staff update their library's Dates Closed table for a single date in the future they are required to select/enter the same date in both the Dates Closed and the Until fields.

    While it is just a couple additional clicks, having the Until field auto-populate with the same date that staff have selected/entered in the Date Closed field would improve the end user experience when they are entering a number of single dates at once.

    6 votes

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  19. We have a Bookmobile service that is setup as it's own branch as well as a holds pickup location. With the limited capacity of this "pickup location", we are trying to restrict the material type loan limit block by location instead of by branch association.

    It would help to have some sort of Policy Table that does Material Type Loan Limit by Branch Pickup Location.

    Idea Value
    This would filter out items that cannot be picked up on the Bookmobile Branch to stop patrons from placing the hold and avoiding staff to have to manually cancel the hold and follow…

    2 votes

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  20. Currently deleting older Import Reports and Bulk Change Reports is manual and can be very time consuming. Our consortium has generated a lot over time, and even once we get through the backlog it would be onerous to keep up with regular activity. It would be handy if there was a process that could run on the back-end deleting these, so managing a backlog doesn't need to be a concern.

    I picture the process being optional, and deleting the reports based on age (older than X number of weeks/months/years). The process would run overnight, and would ideally be built to…

    15 votes

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