336 results found
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Save collection and fund when adding segments to purchase order line items in Leap
Currently, when adding segments to a purchase order line item in Leap, the collection and fund reset whenever a new destination is selected. Since we are frequently adding multiple segments with the same collection and fund but different destinations, this forces acquisitions staff to have to scroll down and select the correct collection and fund for each segment. If the first selection of collection and fund "stuck" for each purchase order line item, it would be much faster to add multiple segments for items going to different destinations.
36 votes -
Separate Billing Interval for Different Material Types
There is currently only one setting that determines how long an item needs to be overdue before it reaches billed status and charges the patron for the cost of the item.
We would like to have different types of material reach billed status at shorter intervals. For example, we would like for a device that checks out for 4 hours to be billed on the patron record after 1 day, rather than the 63 day interval that we use for standard material. Similarly, we would like our hotspots to become billed after they have been overdue for 3 days.
12 votes -
Add more info to Waiver Request in Fines & Fees in Patron account in PAC
We think it would be helpful for patrons to see Waiver Requests as "Submitted" or "Pending", "Approved", and "Denied" for better understanding. See screenshot which illustrates the lack of that detail now.
5 votes -
Seperate Hold Preference Settings for Primary and Secondary Sequences
In a consortium setting or just a large, multi-branch, library system, the most efficient hold preference setting may not be the same for both sequences.
We currently have to pick the hold preference setting that is necessary to meet our consortium’s policies in the secondary sequence, but is redundant in the primary sequence. It would improve patron experience and reduce unnecessary shipping if we could impose different settings for each of the sequences.
8 votes -
Display OverDrive Advantage holds count vs consortium holds
We are part of a state-wide consortium and the holds count for titles in PowerPAC displays total number of holds for the consortium, making it look like a very long wait for a popular title. If we have purchased Advantage copies of this title, we would like the Advantage holds to display to patrons instead of consortium-wide holds.
As an example: With the release of the Christopher Nolan movie "Oppenheimer", everyone was interested in the book that it's based on, American Prometheus. When we searched for "American Prometheus" in PowerPAC, we saw that there were 452 holds on only 10…
11 votes -
Go back to same place in PO
Unless I'm doing something wrong, when I am in a PO and go into a PO LINE to check ISBN, discount or whatever, I hit save and go back and it takes me to the top of the PO. Some of my PO's are really big so I'd like to know how to just go back to the spot I was at before instead of the top.
27 votes -
API to Update Bibliographic Records
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).
20 votes -
Show warning dialog before deleting reading history
In the patron registration form in LEAP there is a reading history checkbox. If the patron has a reading history, clearing the checkbox and saving the record deletes that reading history permanently, and there is no warning to staff about what clearing the checkbox actually does. On clearing the checkbox, please add a warning dialog that says, "This patron's reading history will be permanently deleted. Please confirm that you want to delete it." [OK][Cancel] with focus on Cancel. This way staff will have to confirm overtly that they want to delete patron data and will be less likely to make…
31 votes -
(SMS - Cirriusimpact/third-party SMS) Flag patron account within Polaris when patron "opts out"
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.
3 votes -
Unrelease a PO in Leap
Acquisitions staff would like the ability to un-release a purchase order. Currently, once a purchase order is released, you are unable to go back and make any changes if you realize you made a mistake. Instead, acquisitions staff are having to delete the entire PO and start a new one from scratch.
36 votes -
i would love to see the ability to search by birthdate by just typing in the birthday without triple clicking
i would love to see the ability to search by birthdate by just typing in the birthday without triple clicking
6 votes -
More granularity in record set access, modification, and deletion
As Polaris currently exists (v7.3 at my library), User 1 wants to share a bibliographic record set with User 2 and User 3. In order to do this, they have to change the record set's owner from User 1 to Organization 1. But this allows all members of Organization 1 with the permissions "Cataloging Record Sets: Modify" and "Cataloging Record Sets: Delete/Undelete" to make changes to that record set. Let's say that at some point down the road, User 4 sees this bib record set owned by Organization 1 and thinks they're being helpful by updating or deleting it. They…
28 votes -
Registration/Renewal period based on patron code
We would like to be able to edit the default registration/renewal period based on the patron code rather than just based on the branch. We have certain patron codes that should renew for 1 year instead of our default of 3 years, but they don't have a unique branch in Polaris so we have to change the registration period each time we create a patron, and we have to change the renewal period each time we renew them, leaving more room for error if those steps are missed.
25 votes -
Add ability to create status codes
We would like to be able to create status codes. We have renamed some we don't use to make them useful, but that is limited. We use in-repair for multiple problems and it would be better for our staff to be more specific. For example, it is used for items with bedbug damage that will definitely be leaving us and it would be good to know that at a glance, as opposed to DVDs that need to be resurfaced and are also in-repair along with books with missing pages or water damage, etc. So, instead of just the one status,…
25 votes -
Provide method to recover info associated with a cleared INN-Reach request
It would be great if there was a way to at least see which library an accidentally cancelled INN-Reach item was going out to. Occasionally, staff inadvertently click No to keeping an INN-Reach customer on hold for an item instead of clicking Yes. This happened today during request list clean up away from the physical item. We'd like to contact the requesting library so they can replace the hold for their customer but, with the request completely gone,we cannot access that info. In a perfect world, you could click on hold transaction in the item history and see that info,…
2 votes -
Remove records from one record set that are in another record set or in an Excel file
It's great being able to bulk-add records to a record set, but it would also be helpful to be able to bulk-remove records from a record set based on either another record set, or an Excel file.
Today in larger record sets it can be a pain to remove a medium to large amount of records. Our staff may work with 10,000+ entry record sets, and need to remove records meeting certain criteria that isn't visible in the fields when viewing a record set. This idea would give a user the flexibility to fill a separate record set based on…
29 votes -
API reading history sortable by title or last added
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.
14 votes -
Update Block in PAC/SIP to include fine limits
Currently, when the If patron is blocked: Block in PAC/SIP option under the Staff Client and PAC tab of the Hold Options parameter is enabled, patrons are only blocked from placing a request if they exceed the hold limits for their Patron Code.
We would like for this blocking to also include the 2nd level fine amount, similar to how their request would be blocked in the staff client/Leap when the Block in Staff Client option is enabled.
9 votes -
Enter manual patron notifications (esp calls) into the Notifications History
Calls to a patron to notify them of books on hold can't be added to Polaris.
It would be especially helpful if we could manually add notifications (even if we manually email a patron) and the appropriate reason/time into the notifications history. I've seen a "dated notes" suggestion here but don't feel these are the same.
8 votes -
Convert Item Holds to First Available Copy Holds
Create a way to convert an Item specific (not Volume specific) hold request to a First Available request. To often staff create a hold for a patron from the Item Find Tool and create the request for that specific item which usually delays the fulfillment of that request.
27 votes
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