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ILS - Polaris

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  1. When we are done using a routed periodical we have no way of checking in the issue for deletion. We don't assign a barcode to these issues so it will not allow a check in. We need ability to either delete a periodical in a Routed status or a quick way to un-route to then allow us to delete.

    Right now staff are forced into the item record and assign a barcode like "1", save record. Check in item. Then they can delete.

    3 votes

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  2. Please add a drop-down box for the profile section of registration. There is a drop-down box for the address section labeled term but there is not one for the profile section. It makes it easier for staff to choose the correct date. In the Polaris toolbar, there is a drop-down box for patron info and address.

    4 votes

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  3. When an item record set is viewed on a tablet or mobile device in Leap, the record set layout changes to accommodate the change in screen size. This includes the Shelf Location column no longer displaying. Staff create item record sets for displays and when they go out into the stacks with Leap on a tablet to pull the items, not having the Shelf Location included slows them down as they have to open the item records individually.

    38 votes

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  4. When looking at the Serial Check in card, it would be helpful to have some sort of indication that a note has been added to a specific issue.

    2 votes

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  5. In our previous ILS, on the patron's checked out items list, we could see the date of when the item had been checked out as well as the due dates. I know that staff can go into the item record to see who, where and when it was checked out, but it would be nice to be able to see what all was dealt with at the same time.

    5 votes

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  6. Ability to add QR codes to printed or emailed receipts

    14 votes

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  7. Indian Trails Library has had a large flux in separated families with parents living in two different library districts. The parents want to keep their accounts separate. According to IL these children are entitled to have a library card with each parent when they reside at both addresses.

    Also, we have several members with two properties in different library districts. A few times now the accounts were merged and the members have been upset with the library even though we placed notes on the member's account not to merge the accounts.

    A "Do Not Merge" checkbox added to the Registration…

    8 votes

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  8. Our previous LMS had functionality within the Solus app, where we could enter a collection code in the Solus CMS, and as new items were added in the collection it would automatically feed into a new items carousel on the app. It was a "set and forget" feature.

    With Polaris, it looks like our only options are to enter Bib IDs or ISBNs, or manually create & update Record Set IDs.

    It would be a great time saver if there was an option for an automated new items carousel. We raised the issue with our account manager who spoke to…

    6 votes

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  9. Our staff searches for patrons by date of birth to check for duplicate accounts. It would be nice to enter only one date instead of two.

    6 votes

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  10. Inventory Check-in via Leap is recorded as Check-ins for Item Statistic reports in SimplyReports. A way to filter inventory check-ins from statistical reports would be nice.

    13 votes

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  11. We would like to be able to copy an existing branch when creating a new branch, since often our additions are branch locations of an existing library that will have almost the same exact settings.

    27 votes

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  12. Currently, when a user clicks on the library’s logo in the PAC header, we can specify a URL that opens. However, when they click it, the URL defaults to opening in the same page rather than in a new tab, causing the user to lose their PAC page and possibly their search results.

    It would be helpful to have a branch-level option to change that default to open a new tab instead. It could be included with the other configuration options under Profiles > PowerPAC > Page Header Options in System Administration.

    Yes, it is possible to ‘force’ a new…

    14 votes

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  13. We've discovered the keyboard shortcuts in LEAP do not work when you have cap locks on. Our catalogers are a 50/50 split on those who always have cap locks on while they work and those who don't. I'd like to have the option available for those who find it easiest to catalog with the cap locks and use the shortcuts.

    This is related to a couple of other ideas - https://ideas.iii.com/forums/951742-ils-polaris/suggestions/48517199-keyboard-shortcuts-for-marc-editor

    https://ideas.iii.com/forums/951742-ils-polaris/suggestions/46446820-accessibility-shortcuts-in-leap

    16 votes

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  14. We would like to see additional information and functions available in the Polaris Client or LEAP so that staff have more resources and information to support customers with questions about online resources.

    For example, library staff would benefit from seeing real-time hold information in Polaris about items on Overdrive or Hoopla. Currently, Polaris shows an asterix (*) under holds. Library staff need to either go to the PAC or Overdrive to provide customers with this information. It would help library staff to have information available in one place rather than requiring staff to go to multiple sources to answer a…

    23 votes

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  15. It would be useful for administrators and reporting if item records were not physically deleted from the database. Maybe the introduction of an additional item record status that leaves the record in the database but excludes it from all aspects but reporting and administrator access?

    In our case we need to report periodically on item records being deleted. Once the record has been double deleted by a branch, I can no longer see it in Polaris, so I am relying upon spreadsheets captured at different points in time to capture the necessary data. Having a status of "logically deleted" could…

    8 votes

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  16. Receiving from the PO and printing workslips with one command.
    Or at least keep the check marks of the selected PO lines to receive and then to print slips to avoid selecting the same PO lines twice.

    13 votes

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  17. When leap offline data is uploaded, it goes into [LeapOfflineTransactionDataID]. This contains PII information of the items & patrons that performed CKOs. However, this data is never cleared by the system, even after it is processed.

    I can see keeping it around for awhile, but maybe have it follow one of the other settings in SA for purging data or set up a new SA setting for purging this PII data.

    4 votes

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  18. Having member codes change automatically based off patron age, changing junior to adult when they turn 18.

    50 votes

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  19. When checking-in an issue of a Professional serial, Leap will give a notification that a route list exists for that title. Leap will not link the new issue to the route list or print the list. Currently, my library has to use staff client when checking in Professional serials. It would be very helpful if this feature would be added to Leap.

    11 votes

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  20. When using the filter box in a Leap workform (for example, in Reading History, Out, holds or really anywhere you have ability to filter a view), please add an indicator of how many items are caught in the filter. For ex. a customer has 85 items checked out and wants to know how many DVDs they still have out. Typing DVD into filter reduces the list but doesn't tell you how many DVDs there are. The only option is count them.

    10 votes

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