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ILS - Polaris

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  1. 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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  2. Include past bill information in the Item Record - paid and unpaid

    9 votes

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  3. When downloading a record, have a setting that automatically removes certain lines (like 650s with a second indicator of 6).

    8 votes

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  4. The new patron import process will be a major improvement for handling student data, but it still requires significant data formatting before uploading through LEAP. It would be incredibly helpful if libraries could create their own templates to define how data is mapped to specific CSV columns, including logic for assigning patron codes or populating fields like UDFs. This kind of flexibility would greatly reduce the staff time needed to prepare files for import.

    2 votes

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  5. Ability to incorporate Spanish and/or other licensed world languages into eReceipt notices. Currently, eReceipts are only generated in English.

    24 votes

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  6. A consistent piece of feedback we get from front-line staff is that patrons struggle to find where to turn on Reading History and that they themselves often forget where it is located. Having it buried within "My Record"-->"Contact Information and Preferences" and having to scroll down to it apparently is not effective. Having the "Reading History" tab always visible under the patron's name on the left-hand menu would be more effective, instead of having it only appear once Reading History has already been turned on.

    11 votes

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  7. We have some serials that only have one level of enumeration, that resets annually (i.e. no. 1 is published in January and no. 12 is published in December and there is no volume number). It would be nice to have option to set the number of units and the continuity at this level.

    4 votes

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  8. I would like to upload images for an item record. We are attempting to build our Library of Things and these items don't have photos tied to the item record.

    33 votes

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  9. Being a visual learner it is complicated to go from the icons in Polaris being a much larger size and being in color to what is shown in Leap. The icons in Leap are much smaller and have no color to differentiate them. For the sake of Accessibility purposes is there any way that the icons can be bigger and to add a pop of color to them in Leap. Attached are pictures of the icons in Polaris from the toolbar vs Leap.

    28 votes

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  10. The edition statement should be added to the results list in the find tool and the duplicate detection results. The edition statement is already visible to patrons in the brief display of the records in the results list in the PowerPAC. When staff need to search by title or deduplicate records, they need to look at each record to identify the record for the correct edition. If the edition statement were added to the table that displays the results, they could identify the correct records in a more efficient manner.

    41 votes

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  11. When a serial holdings record includes a pattern for a completely irregular issue, and the only chronology date on the issue is the year, the chronology day and month chosen when the publication pattern was set up is used for all following issues checked in using that pattern. The ability to manually adjust the chronology date would be very helpful, and would ensure that issues display in the correct order.

    In the attached image, the expected date shows the date that the issue was actually received. However, because the chronology date for the first completely irregular issue we received was…

    3 votes

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  12. Occasionally, we have an issue where an ILL has been checked out to a patron, checked back in, and needs to be put back on hold for a patron. But there is not an option to in the system. For example, in the linked images, the patron thought there was something wrong with the ILL, returned it, and we were going to reorder it. But we realized what the issue was after it had been checked back in. We were not able to replace the hold on the item showing available. We even went in to the item record to…

    8 votes

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  13. We had a front-line staff member contact us because he was getting a "The domain, username or password is incorrect" error message when he tried to log in to Leap. Support was able to tell us that he was locked out because he had incorrectly typed his password five times. They confirmed that the error message that will be shown when this happens is "The domain, username or password is incorrect." Not only is that error message text factually untrue, it is identical to the error message that a staff person sees if their password actually IS being entered incorrectly.…

    24 votes

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  14. In playing around with Weeding-type record sets, we have noted the following: using the action "add from Item Record set" yields, as its error report output, a list of item-level control numbers.

    If you "add from file", the error report output is item barcodes - a way of searching for items that comes a bit more intuitively to our desk staff.

    It would save us a couple processing steps to avoid importing from files, so we would love to use the "add from item record set" feature - however, the control number output for problem items (those that are outside…

    2 votes

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  15. When I browse in the PAC (specifically, by call number) it provides a list of call numbers. I can choose one, and am brought to it. But, if I want to look at the neighboring items, I have to "Go back to Browse Results" and select the next one from the list. It would be much easier to arrow back/forward between results without returning to the results list.

    21 votes

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  16. Currently, there's no option in the PACREG application to allow patrons to choose to receive email notifications in plain text - but that option does exist in the new patron application on the staff side. Libraries using the PAC registration feature would like to have that included in the PACREG form.

    4 votes

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  17. Library staff regularly have need to copy a customer's name from their Leap patron record into our room reservation system. Currently you cannot copy the name displayed in the leap patron record header but you can copy the barcode directly below. Clicking into registration isn't helpful as a copy option the name info is in separate fields.

    28 votes

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  18. To truly determine whether an item is "older than" a certain time frame for the weeding criteria in our consortium, it should be based on First available date, not Creation date. Many of our libraries add the item record when the item is ordered, which could be months before it actually releases, and they make the status either Being Acquired or In-Process until it's received and checked in, which updates its First available date at that point. Then the item actually begins its "life span" so to speak. So the item isn't truly "older than" a certain time frame until…

    37 votes

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  19. In Serial Holdings Records, an option not to include parentheses around the date (chronology) when no enumeration pattern is being used would be helpful.

    4 votes

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  20. Adding the patron modification date and the name of the last modifier of a patron record would allow staff to narrow down when records were modified and by whom. The ability to track these changes would be particularly useful to Outreach staff who may need the statistical information about patron records they modified while working off site. Ideally, this addition should be added to the report outputs in SimplyReports and added to Leap as well so that public service staff can easily access this information. In Leap, adding Last Modification Date and User to the list of keyword fields in…

    11 votes

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