634 results found
-
Add notes field to Polaris Staff Accounts
We occasionally need to document the use and purpose of special staff accounts. Mostly we do this to make sure they don't accidentally get deleted.
Historically we did this by using the email address field on the staff account. Now in PolarisAdmin (Web) it enforces email address formatting rules in that field so we can no longer use that field.
This was always a hacky work around. It would be better to have a notes field on polaris user staff accounts like patrons do. It should be up front and in your face though and not hidden behind menus. Again…
18 votes -
Changing Lost to a Claim
We have customers who do not pay attention to their notifications and an item gets declared Lost that they believe they have returned. I would like to have the option of taking an item that was declared Lost and making it Claimed Returned and even better if it could auto-waive any associated fines.
24 votes -
Have the HOLD list alert during an ASN receiving stay open until user closes it.
Have the HOLD (patron request) list alert during an ASN receiving stay open until user closes it. Many times it disappears before we can pull the items from the shipment.
7 votes -
Vendor-Profile SIP2 Due Date Formatting
In the i-tiva 3.0 dial-in process, there are menu navigation issues caused by a SIP2 Due Date (AH field) formatting issue. These issues cause the dial-in process to fail.
In SIP2 message 18 (Item Information), Polaris is currently returning the Due Date in the following format:
DD/MM/YYYY HH:MM:SS
Because the SIP2 standard does not define or enforce a required date format, i-tiva relies on vendor-compatible parsing. i-tiva has confirmed that this specific format is not parsed correctly and results in call-flow failures.
i-tiva supports the following date formats, any of which would resolve the issue:
• DD/MM/YYYY
• D-M-YY
•…1 vote -
"Today" on Date Picker
When using the date picker, we'd love an option to select "Today" and have it set the date automatically for us. When updating really old cards, it can be a pain to have to select a date with the picker when we have to change every field. Typing is limited in its ability to be a workaround, because it requires specific formatting in order to work.
14 votes -
Ability to Suppress Custom Data Fields
In Polaris System Administration, there is existing functionality to suppress UDF 1–5 in the Web App (Leap), which allow the fields to be written to, but prevents staff from viewing or editing them.
We would like to request that the same suppression functionality be extended to Patron Custom Data Fields. Currently, the only available option is to enable these fields, which simply turns them on or off. This lacks the flexibility we need.Adding suppression capability to Patron Custom Data Fields would greatly enhance our ability to manage sensitive or system-used data more effectively.
2 votes -
Add eReceipts as an option in LX Starter.
The only option for eReceipts is plain text. It would be a fantastic feature to customers to be able to build a nice HTML email for them.
14 votes -
Standard Address Number (SAN) Inconsistency
There is no hyphen in Branch SAN but Supplier SAN has a hyphen. This causes confusion for both the library and suppliers while setting up EDI for the very first time for new Polaris customers. It would be better if there was a consistency.
6 votes -
Improve usability of Collections and Mat Types fields when searching the PowerPAC
Specifically, in 7.7, in the options to display facets within the Administration Explorer: Dashboards: Narrow Your Search & Related Searches, allow the opportunity to display the checkboxes for the Collection Codes and/or Mat Type for an improved patron experience.
Many of our patrons prefer the PowerPAC experience (over Vega Discover Premium), and they would like to search within our specific collections. When they use the "More Search Options" feature, the viewable area per section is only four items, and scrolling is challenging. Depending on the screen size and text/accessibility settings, one facet could use a significant portion of the screen,…4 votes -
Captcha for Self-Registration
It would be nice to be able to add captcha (or something similar) as added protection to Self-Registration through the PAC. It would ensure that a human is actually entering the information on the other end rather than a bot. An uptick of suspicious registrations is eating into valuable staff time and we would like to be able to add a layer of protection to our Self-Registration process.
10 votes -
Cancel Holds in Bulk Based on Item Circ Status
We’d like the ability to “bulk” cancel holds for items by status (lost, missing, withdrawn, etc.) either by being able to view the circulation status in the patron holds view, or by having the ability to “bulk” cancel holds from a record set.
14 votes -
Edit Half-Deleted Item Records
When doing clean up work we run into instances where we are not able to delete something like shelf locations because it is assigned to records that are in a deleted state. While we know we can just delete the records 1 more time, some of these records are tied to other things we track and would prefer to keep them in the system.
Currently we bulk change them at the server level but would like a way to be able to do this within the ILS.
13 votes -
Add a permission to allow/prevent staff member override a hold and check out a Held item to a different patrony
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.
4 votes -
Provide alert when staffer selects a location different from that a workstation is associated with when logging into Leap.
Despite constant reminders, we have issues with substitute staff who cover at various locations logging in under the wrong branch. It would be great if Leap could have a pop up box, requiring confirmation to proceed, that alerts the staffer if the workstation they are logging in on is associated with a location other than the login branch.
5 votes -
Ability to block holds by resource group or vendor account
Library staff frequently place holds that can’t be filled on the records for e-books from non-integrated vendors like Hoopla. Canceling these holds takes time. Since we still need to allow holds for the integrated vendors, we can’t change the material type to unholdable in system administration. Adding the ability to block holds by resource group or vendor account would solve the problem.
29 votes -
Combine current and recent workform tracker into one and use indicators
Separating the Current & Recent workform trackers means you sometimes have to check both to regain access to a record quickly. There really is no need to separate them.
Modern systems indicate active records using a "dot" (think Mac OS, Windows 11, etc.). Combining the workform tracker into a single list would make access workforms in Leap faster.
PS I do acknowledge that some people would have a problem with a growing list of workforms showing. So an option to clear all inactive workforms would probably needed to be added in addition to the close all active workforms option.
6 votes -
Bulk Delete Item Records in Leap
Now that we have the capability to do ad hoc bulk changes to item records from the bibliographic record in Polaris 7.6, we also need the ability to delete item records in bulk. The workflow in the Client includes the ability to select multiple item records ad-hoc, right click on them, and press delete (or undelete). Delete and undelete buttons should be added next to the Bulk Change button on the Local Items and All Items tabs of the bibliographic workform in Leap. An alternate option could be to add a delete option to the bulk change.
77 votes -
Bookmobile address locations for hold pickup
Bookmobiles move around. When customers get the holds notice, the address listed on the notice is usually the bookmobile home address. The customer shows up only to find that the bookmobile isn't home. We have pickup locations for the customer to choose from in the PAC, but they do not have addresses assigned to them. If they did, we would want that address to be used on the holds notice. Can this be a LX starter and/or Polaris enhancement for Bookmobile.
8 votes -
Hide libraries and branches in Polaris System Administration
Sometimes libraries leave a consortium. Sometimes a branch is closed or merged into another branch. And after the Polaris ILS Admin takes care of clearing out all the bib, item, and patron data... the branches and libraries remain in System Administration.
Just sitting there and doing nothing.
I know it's a huge pain to remove a branch or library from Polaris and I know there's likely an extra cost to it because it's such an involved process.
So add the ability to hide them instead.
That way, when a library leaves the system, you're not wading through the settings and…
28 votes -
Link Supplier to Fund for Header Charges
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.
5 votes
- Don't see your idea?