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ILS - Polaris

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  1. We recently had a location close for a few weeks for a construction project. During that time, we turned it off as a holds pickup option in the PAC. However, patrons who were logged into their accounts and had that location as their default holds pickup location could still place holds for pickup at that location using One-Click. The only way to completely stop patrons placing holds for pickup at our closed location was to disable One-Click completely. This annoyed patrons at our locations that remained open, who saw a popular feature of the PAC disappear without warning for seemingly…

    13 votes

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  2. We would like to request that transit slips print for INN-Reach items that have been borrowed by our patrons and need to be returned. When these items are checked in, no transit slips print for us to easily return them to the lending libraries. We came from Sierra, where this was standard. Adding the return transit receipt would streamline our workload back to what it was before migration as we won't have to look up these codes manually. It will also help staff recognize that the returned item is not ours and needs to go back to another library.

    2 votes

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  3. It would be nice for third party vendors and developers to have access to the Postal Code table via PAPI. Something similar to the OrganizationsGet method.

    6 votes

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  4. It would be great to have a way in Leap to change the patron barcode and have it auto populate the "Former Barcode" field in a single step. Perhaps a button could be added underneath "Reset Password" for "Replace Barcode" that simply prompts the staff member to scan a new barcode number. Leap would then move the existing barcode to the "Former Barcode" field, and then populate the Barcode field will the newly provided number. Help us save a few steps! Thanks for the consideration.

    30 votes

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  5. When you refresh the Offline installation in Leap it would be good to present the URL for Offline mode bookmarking again. The suggestion would be to show it in the pop-up toast message once the offline data is refreshed.

    There currently is not an easy way for staff to get to the Offline link again without deleting the offline files and setting it up again.

    9 votes

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  6. When entering new accounts in to LEAP, we enter the patron zip code and the city is automatically filled out. At Phoenix libraries, if the city is not Phoenix, we have to remember to change the patron code to Maricopa and the expiration date to only one year. Could these 2 fields also be automatically filled out by the zip code information. It would save a lot of jumping from the top of the registration form to the bottom and back...and could save mistakes when we have a LOT of outreach library card forms to enter.

    5 votes

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  7. Currently the API only performs basic duplicate detection (name, birthdate, barcode, username, and optionally the name on ID) when a patron record is created using the PatronRegistrationCreate call. It does not apply other optional settings - email, phone 1, or the UDFs - these only get applied directly in Polaris or the PAC. This idea is for including these optional settings in the API logic.

    13 votes

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  8. Currently staff can either edit/modify bib records or they can't. Greater granularity in what edits can be allowed would help distribute the work of maintaining bib records.

    For example, if acquisitions staff could be allowed to add additional ISBNs or UPCs to existing bibs, it would free up cataloguing staff from this simple task without opening bib editing completely to a large number of people.

    In a larger library system, especially a consortium with a shared catalogue, this could be a big time-saver to both acq and cat staff.

    26 votes

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  9. Our library team have requested to be able to see the series name and volume number in the returned bib records when searching with the find tool. It will mean they no longer need to open each result to see this information

    similar proposal as:
    https://ideas.iii.com/forums/951742-ils-polaris/suggestions/48194096-add-edition-statement-to-results-list-in-find-tool

    28 votes

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  10. It would be great to be able to edit or modify publication patterns as needed.

    Currently, we are only able to modify publication patterns IF no issues have been received. After that, the only way to change a publication pattern is to close the current one and open a new one.

    It would save staff time and effort if they could update a current pattern with necessary changes rather than being required to create a new one each time.

    47 votes

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  11. It would be helpful if the PatronRegistrationCreate endpoint was able to write to the Patron Custom Data Fields.

    6 votes

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  12. This currently defaults to "Display," and displays with that status in PAC. Display is a non-circing status that is actually used for items in our special collections, so we can't rename it to something like "In Repair."

    If system admin gave an option to set a default status when "Mark Unavailable" is selected from Missing Part Check In, it would streamline workflows as we wouldn't have to go back and change the status in the item record.

    6 votes

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  13. The ability to recover deleted Item Templates.

    5 votes

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  14. Currently there is more functionality in the client than in Leap for offline services. I would like Leap to also be able to create customer accounts and process check-ins like the client. But it would also be nice for the check in function, once transactions have been uploaded, to have the option for all items to go to a status of "IN" and be assigned to the branch they were checked in at.

    12 votes

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  15. I would like to be able to have a particular hold become active after a different hold has become filled. This is particularly useful for customers who are engaged in a series and do not want them all at once, but do want them in order and want to place all the holds at the same time.

    29 votes

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  16. One piece of feedback we've gotten is that staff members who are used to the client miss the ability to open and rearrange a bunch of windows from the find tools (for side-by-side comparison, or just for managing workflows). We're wondering if this experience could be recreated by allowing the option to open multiple results in new tabs from the find tool in Leap.

    1 vote

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  17. Hold duplicate detection has a flaw that allows duplicate hold requests to be placed on the same titles. The detection seems to apply on title and author information stored with the hold request (apparently on the SysHoldRequestSearchTerms table), which stores point-in-time title/author details that may change if the bib record is overlayed or edited.

    This idea is for improving the duplicate detection to fix this gap, but also any similar gaps I may be missing where title-related data is stored separately when the hold is created, and referenced by the dupe detection (I'm not seeing separate tables storing elements like…

    10 votes

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  18. In our consortium, materials owned by any of our member libraries are shared for circulation by the other libraries. Only some of our libraries use a collection agency. When patrons pay for replacement of lost or damaged items, and any associated collection agency charges, we want to get that money to the library that owned the item. Sometimes we also need to confirm to a patron what the collection agency charge is related to.

    Currently in SimplyReports' Patron Account reports, collection agency charges do not get associated with information from the items related to the charges. It would be handy…

    2 votes

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  19. We were told that in order to activate volume level requests in the PAC and in Vega, we would have to turn off the ability for item level requests to be placed, since it's an either or setting (see attached). However, we need to be able to offer our patrons both options. In the case of volume level requests, we can't have patrons getting a random volume that they might not even want when they place a title level hold. Since we also have patrons that use item level requesting, we can't just turn that off in favor of volume…

    10 votes

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  20. When a record (item, bib, etc.) is opened from Find results and then marked as deleted, it (and the Find results) are automatically closed. It would great if the record did not close (leaving the Results button available) or the record closed and returned the user to the Find results.

    24 votes

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