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580 results found

  1. Currently you can search hold requests by pickup location.
    Libraries would also like to search the hold requests by pickup areas.

    10 votes

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  2. There are lots of things that can go wrong with holds fulfillment. From things remaining too long in the RTF, to holds that were item specific, and now the item record has been deleted, holds on bibs where all items are restricted from filling bibs, holds where the item has been shipped months ago, holds where the volume-level hold information is incorrect.

    While there are reports that some libraries run for this, those are not "front and center" in most workflows for ALL libraries to be aware of them and be taking action to handle them.

    About the best solution…

    4 votes

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  3. Adding an option to export to Excel any lists from the Request Manager such as Picklist Processing and the Request Manager.

    12 votes

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  4. In PolarisAdmin, it would be great to have a few additional filters other than the text box filter.

    • Show non-default (would show any setting that wasn't at its default value)
    • Show system/library/branch level (one for each, to show settings that were set at specific levels within Polaris SA)

    This would allow for quick scans for changed settings that might be causing issues or problems. Especially in places where there are a wide range of settings that are largely kept at their default values (I'm looking at you Self-Check Unit Parameters).

    I'm attaching a screenshot of another software I use that…

    12 votes

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  5. Within the bibliographic record, occasionally there are duplicate fields. We need a way to easily detect them, especially with bibs upon bibs that are merged. We end up with a ton of duplicate 035 fields.

    29 votes

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  6. In Leap, after doing a search for record sets (ie. owned by a specific owner), you have to go into the record set in order to delete it. After doing this, it bumps you all the way back out of the Find Tool and the user has to redo the search completely. This is not ideal when attempting to clean up multiple record sets. Ideally there would be the ability to select multiple record sets and do a bulk delete (similar to how you can in the desktop client). Barring that, being bumped back to the search results would at…

    58 votes

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  7. There should be a free text block that only people from the owning branch for that item can edit. This would allow staff from the owning library to make notes about pieces in an item or damage to an item without risking staff from other branches/libraries deleting the note from the home branch.

    4 votes

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  8. The ability to link a supplier to use a specific fund so that the header charge gets applied to that fund instead of having to select one generic fund for all header charges.

    4 votes

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  9. 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.

    2 votes

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  10. Currently only one Statistical class can be assigned to the patron record. It would be helpful to allow multiple statistical classes to be assigned. Sometimes a patron can be registered while multiple programs occur, such as when a child is registered for a 0-5 campaign, and then later they may participate in another reading program. Both codes would be used to track each type of program. Currently, we have to use the notes field to do some tracking, and the notes field isn't as friendly since it is free text.

    2 votes

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  11. A recent change to PAPI allows for the retrieval of, and adding to, different types of records sets, including Patrons, Bibs, and Items. Adding to Patron and Bib records sets is straight forward because there are existing endpoints within PAPI that return BibRecordID and PatronRecordID numbers. This isn't the case with Item record sets because there a currently no endpoints that provide an item's RecordID. This enhancement would add the ItemRecordID to each row in the BibHoldingsGet response.

    7 votes

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  12. The Language field was added to Polaris in 7.4 (I believe). The only way to update the Language field is to manually update each item record manually. As you can imagine, that is very time-consuming. It would be ideal if our Collection Management department could pull the appropriate item records into a record set and then do a batch update of the Language field.

    8 votes

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  13. Ability to have Polaris/LEAP send patrons an eReceipt for items they've returned.

    17 votes

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  14. When you use SimplyReports (née Simply Reports) and create a report and select a LIBRARY, the report data is actually using the branches at the time the report was created. It is essentially a branch level report with the branches a the time of report creation.

    This means that if you save the report, then you add a branch, that branch is NOT included in the report output. This causes confusion and extra work. There should be an option to truly make a "LIBRARY" level report, or part of the process of adding a new branch should go back and…

    21 votes

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  15. It would be wonderful to be able to customize keyboard shortcuts per user.

    I don't typically use 90% of Polaris features, and the other 10% I use very frequently, and most of those features don't have any hotkeys associated with them.

    7 votes

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  16. A patron was using their former barcode to try to do a password reset, and before we realized what the issue was, the system told them they 'had no email address' associated with that account. It would be more helpful if the system told them the barcode was invalid or, even better, that they were using an old barcode.

    10 votes

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  17. Please expand the search functionality to include searching and pulling results for both the 024#a MARC tag, as well as 020#a

    Functionally this will improve searches as results will include hits on an ISBN whether it's in 020 or 024

    8 votes

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  18. Have the Call Number (082 #a) drop into the Classification field in the Item Record when the item moves from On Order to Received.

    This function would most benefit staff who catalogue (or import full catalogue records) and then manage the Purchase Order process.

    The goal is to reduce the room for error when adding items.

    9 votes

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  19. Unlike the Leap sidebars, you can NOT pin the PolarisAdmin sidebar, making it more difficult to move around the system versus the desktop SA.

    10 votes

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  20. It would be helpful if we could search using the Find Tool for items with a Last Activity Date. Last circulated is a search option, and Last activity is a column option to display, but I have yet found a way to use it in my search criteria.

    11 votes

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