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ILS - Polaris

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  1. When working with an SL4 or any label type that has a spine and pocket label, allow for alignment to vary between the spine portion and pocket portion. This is important for how we label our picture books. We center align the first 3 letters (with linebreaks) of the author's name. Setting alignment to center also center aligns the pocket label. Attempting to manually adjust spacing by using spaces in left alignment is not ideal with letters like "I" not really being centered. See below:

    Center alignment issue:

    S
    I
    U

    In any additional attention towards allowing flexibility with rules…

    9 votes

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  2. When staff opens a patron's record, add a shortcut feature that allows them to print out patron barcodes. This will really help when someone comes in and don't have their library card with them, so wants to get their barcode information

    14 votes

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  3. It would be helpful to have a "view password" option in the login for library patrons/guests. I have gotten feedback from patrons who are visually impaired that having this feature would make logging in to their library account much easier, allowing them to identify typing errors before submitting their login information. The view password feature seems to be such a standard across wide array of platforms, pages, and applications. Why wouldn't a library be able to offer it?

    12 votes

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  4. In my staff duties, I am often putting a hold on an item that will be moved to in-repair for re-cataloging. Currently, I have to place a hold with my staff card and, when the item is held, I must check it in before I can change the status to in-repair. There are even more steps when the item is assigned to a different branch and wants to automatically transfer on check-in. Then I have to change the assigned branch as well.
    When the item is held on a Staff account, it would be very helpful to be able to…

    14 votes

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  5. When using the Leap filter we would like to have option to select 'not equal to / <>' when dealing with shelf location filter.

    We usually use things like collection and call number of what items to include when doing inventory. We would like to exclude items that are located on certain shelves. As we start putting more items into a Display shelf location we dont want to sweep any of those items up into our search.

    9 votes

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  6. We would like Polaris to transition items with a Circulation Status of Claim Returned and Claim Never Had to Withdrawn after a specified number of days. We envision this working like Lost Item Transition and the Missing Item Transition.

    Idea Value
    Adding this feature would allow a library to automatically remove items from patron view and allow for a more streamline process for deleting item records.

    74 votes

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  7. We recently had a patron complain about receiving 2nd hold notices and hold cancellation notices. Is it be possible to add these notices under "exclude from notices and reminders" in the patron account?

    5 votes

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  8. Our system uses over 20 patron codes but less than half are used when first registering an account. We'd appreciate the ability to suppress some patron codes from the patron code dropdown menu in the NEW patron workform (but not when displaying an existing patron account that has already been saved and had a patron ID assigned). This would cut down on staff accidentally selecting the incorrect patron code when registering accounts.

    5 votes

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  9. In our 21-branch library system, staff need the ability to mark items as Damaged or Missing—even if the item is not owned or assigned to their specific branch. Currently, the process requires multiple logins and workstation changes, creating inefficiencies that impact service.

    We've encountered lots of item management issues since migrating from SirsiDynix Symphony. Most recent issue was with handling lost-and-returned items. Specifically, when a customer returns a lost item to a branch that does not own it, and the item is damaged, staff struggle to process it effectively. Our policy requires holding damaged items for six months in case…

    17 votes

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  10. We would like the ability to exclude holds from outreach patrons from our picklist, since the outreach module has its own picklist. In addition, having the picklist to show the patron's name would be a great feature.

    5 votes

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  11. When a patron accidentally scans an item twice at the ExpressCheck, it performs an auto-renew. It would be nice to have an alert stating it's a duplicate checkout or something that prevents it from using a renewal.

    10 votes

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  12. Add the ability to add a 006 or 007 field to records via bibliographic bulk change in Leap. Leap has the ability to edit existing fixed fields via bulk change and the staff client offers the ability to add a new 006 or 007 via bulk change, so this would be part of bringing Leap into parity with the staff client. Bib records that come in from OCLC often lack the exact fixed field coding requires to display the correct Type of Material in Polaris so the ability to add missing fields via bulk change in Leap will make cataloging…

    36 votes

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    1. Patron has a held item
    2. Held item is cancelled
    3. Then the patron record is deleted
    4. The hold on the holds to action will have no patron name shown.

    This means that staff have no real way to know where their hold is on the hold shelf (holds are arranged on the shelf by patron name) to be removed. This was originally entered as a bug, but it was closed as a bug because it was working as designed.

    10 votes

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  13. Currently, the only way to view pending holds for pickup at other libraries in Request Manager is in the Polaris Client. We would like this brought over to Leap. This idea would make the Request Manager in Leap and the client equal in terms of capabilities.

    24 votes

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  14. Currently, when we need to edit a serial's status, it has to be done one at a time. We have multiple branches that all are scheduled to receive the same issue of a magazine. When the expected issue isn't published, due to a double or special issue instead, we have to edit each serial's status individually to "Never published". Adding serial specific fields where appropriate to bulk item edit would help this.

    16 votes

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  15. Cataloging staff using the client have to resize the columns of the find tool results every time they search bibs and items. They also would like to be able to add and remove columns from their default searches. In LEAP, they can add and remove columns and LEAP remembers when they resize a column. This functionality in the client would save them steps.

    16 votes

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  16. The volume field might seem straightforward, but when it's not standardized—or when anyone can input anything—it quickly becomes a source of frustration, especially with holds and sorting. Imagine a patron placing a hold on “Volume 2,” but one record says “v.2,” another says “Vol 2,” and another just “2”… chaos ensues.

    Making that field permission-based could go a long way in preserving data consistency and reducing hold errors. It puts a bit more control in the hands of cataloging staff or system administrators

    16 votes

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  17. I would love to be able to create a Record Set of Holds. There are times when we need to bulk edit hold data because of library closures, etc. Being able to bulk change that data and store that data would be immensely helpful.

    22 votes

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  18. In the web PolarisAdmin, provide a button in "Dashboards: Web part editor: User defined" to assign/remove the web part directly to web pages.

    Subsequent idea: Provide an option to assign/remove a web part to all web pages.
    Subsequent idea: Provide an option to mark web pages as favorites or frequently used so we can quickly add/remove the web part to a set of web pages. E.g., Apply the updated Closure Notice to default.aspx, login.aspx, patronaccount/default.aspx, patronaccount/itemsout.aspx, etc.

    Idea Value
    Offering this button would streamline the process of adding/updating the web part and immediately assigning/removing the part to its relevant pages.…

    2 votes

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  19. Allow PowerPAC to lock independently of the other Polaris Admin features (client and web PolarisAdmin).

    PowerPAC editing is locked when another SysAdmin is using the Administration Explorer. My primary responsibilities in the client are to update the PowerPAC, especially notes for upcoming library closures (holidays, staff development day).

    Idea value
    Provides uninterrupted workflow for primary SysAdmin to continue working when the web services focused SysAdmin needs to update the PowerPAC dashboard elements/layout.

    1 vote

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