362 results found
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Make "exclude from" options accessible via API
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.
9 votes -
Card renewal to update Last Activity Date
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.
19 votes -
Include Address Verification in LEAP
All libraries would benefit if LEAP used address verification check, when feature is enabled in Polaris Client on the LEAP web app.
5 votes -
Bib record conversion from AACR2 to RDA
It would be a real timesaver if Polaris could automatically convert AACR2 records to RDA records upon import. Even if only partial changes could be made, it would be a big help to our catalogers.
21 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
7 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.
29 votes -
Bulk Change Pickup Location for Held Items
We often have branches close unexpectedly due to facilities issues, when this happens we need to move the Held items from that branch to another branch. Currently there is no way to bulk change the pickup location between branches. This function would be very helpful for us.
24 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.
27 votes -
Allow bib bulk change steps to be applied to import profiles
Imagine the possibilities if we could automate the process of bulk changes to bib records as part of an import profile.
Other ILS systems offer robust manipulation of bib records upon import, but this is missing from Polaris.
By allowing bib bulk changes to be stored in templates, just like item bulk changes, we can streamline the process and save valuable time. Imagine having a set of predefined steps for importing bibs from specific sources or of certain record types. It would ensure consistency and accuracy, eliminating manual effort.
- Allow bib bulk changes to be stored in templates like item…
27 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.
39 votes -
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 -
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…
32 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 -
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 -
(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 -
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 -
Add Abdo Publisher as an EDI vendor.
Adding smaller vendors allows us to receive better discounts when we can order direct.
5 votes
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