676 results found
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Add a parameter field for input to SQL searching
Could you please look into providing an input field on SQL Find tool searches to allow the library staff to easily enter a search parameter e.g. an items barcode, a patron barcode.
At the moment with the SQL FIND TOOL searches we have created, we must teach them to go to the WHERE clause and correctly change the parameter before re-executing the query.
A dedicated entry parameter would simplify the use and training of SQL searching using the FIND tool.11 votes -
Make SimplyReports reports truly use the library level for reports
When you use SimplyReports (née Simply Reports) and create a report and select a LIBRARY, the report data is actually using the branches at the time the report was created. It is essentially a branch level report with the branches a the time of report creation.
This means that if you save the report, then you add a branch, that branch is NOT included in the report output. This causes confusion and extra work. There should be an option to truly make a "LIBRARY" level report, or part of the process of adding a new branch should go back and…
21 votes -
Separate Renew buttons for Expiration Date and Address Check Date
The one Renew button that renews both the Expiration Date and Address Check Date at the same time is creating an issue for us when a patron has two different dates. Two separate Renew buttons might resolve this issue.
2 votes -
Return ItemRecordID in responses to BibHoldingsGet
A recent change to PAPI allows for the retrieval of, and adding to, different types of records sets, including Patrons, Bibs, and Items. Adding to Patron and Bib records sets is straight forward because there are existing endpoints within PAPI that return BibRecordID and PatronRecordID numbers. This isn't the case with Item record sets because there a currently no endpoints that provide an item's RecordID. This enhancement would add the ItemRecordID to each row in the BibHoldingsGet response.
7 votes -
Damaged Transition
We would like Polaris to transition items with a Circulation Status of Damaged to Withdrawn after a specified time frame. We envision this working like Lost Item Transition and the Missing Item Transition.
Adding this feature would allow a library to automatically remove items from a patron's record (but still retain any associated charges) and allow for a more streamline process for deleting item records.
56 votes -
Easy renewal for all association members
My staff mentioned that they would like it if we are renewing a patron account, we could have the option to renew all accounts it has an association with at the same time. Ex: If Jane Doe comes into renew, we can have the option with the click of a button to automatically renew John, Jim and Jill Doe's accounts as well. That way all members of a family can be updated at the same time more easily.
6 votes -
Provide easy way to convert item level holds to bib level
We teach staff that, except in very rare cases, they should always be placing bib level holds for customers but sometimes folks make mistakes. It would be great there was a check box option in Leap to convert a customer's item level hold to a bib level hold while retaining their position in the queue. Currently, if a staffer places an item level hold in error, to fix it, they have to place a new bib level hold and then use the checkbox and arrows in the queue to move them from last position (for example, 453) to their former…
42 votes -
Add a running total to the Fiscal Year - Funds tab
Add a running total to the Fiscal Year - Funds tab - FREE BALANCE column.
This will allow a quick check of the year's budget 'bottom line' to see what the balance to be spent is.9 votes -
Clearer messaging when an invalid barcode is used in a password reset
A patron was using their former barcode to try to do a password reset, and before we realized what the issue was, the system told them they 'had no email address' associated with that account. It would be more helpful if the system told them the barcode was invalid or, even better, that they were using an old barcode.
10 votes -
Keyboard shortcuts for MARC editor
The ability to create keyboard shortcuts to insert (paste) pre-defined text. Prior to the advanced marc editor added in Polaris 7.6, our catalogers were able to use the program QuickPaste in which we had lines and lines of pre-defined text often used in creating bib records. This was a huge time saver and this no longer works with marc editor.
Some examples of text we programmed are as follows:
Ctrl+Alt+B – opens a list of pre-defined text which our catalogers could select from when creating book records.
‡atext‡btxt‡2rdacontent > inserted into the 336 field
‡avolume‡bnc‡2rdacarrier > inserted into the 338…48 votes -
Allow PolarisAdmin sidebar to be pinned
Unlike the Leap sidebars, you can NOT pin the PolarisAdmin sidebar, making it more difficult to move around the system versus the desktop SA.
10 votes -
Search Item Records in Leap using Last Activity Date
It would be helpful if we could search using the Find Tool for items with a Last Activity Date. Last circulated is a search option, and Last activity is a column option to display, but I have yet found a way to use it in my search criteria.
11 votes -
Allow greater customization of slips/receipts
Currently, receipt/slip configuration is hard-coded into Polaris system administration. Libraries are limited in what information they can add to a receipt or slip and do not have control over design elements in sys admin. Innovative does not recommend modifying the related SQL job to make changes there. It would be helpful to have greater flexibility and customization options for libraries, especially for hold and in-transit slips. For example, a library could configure in-transit slip information to match what is required by their library system's delivery service.
81 votes -
Include Active Directory in web-based System Administration
The current method for changing a Polaris Staff Member's password is clunky and not ideal if part of a large library system. Additionally, all SA management is moving towards the web-based interface. It makes sense to incorporate staff password management into the SA web-based interface.
9 votes -
Patron Import Process (LEAP) leveraging patron templates
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.
4 votes -
Additional toasts when receiving in Leap
A way to provide additional toasts in Leap when receiving items would be useful for particular alerts about items. This would be especially useful for processing notes when items are received.
7 votes -
Limit pickup locations by patron code
Currently, we utilize a bookmobile and would love if we can limit that pickup location to our outreach patrons. This could easily be accomplished if we could limit locations based on patron codes.
2 votes -
Place holds on all volumes of a series at once
For TV series that have multiple volumes, or other volumed series associated with the same Bib record, I would like it when it prompts me about which volume I would like to place a hold on, to also give me the option to place a hold on all volumes.
13 votes -
Make "Library Has" field manually editable.
When our library transitioned from Sierra to Polaris, our Sierra serial check-in cards could not be transitioned. We have several serials that go back decades. In order to make the "Library Has" field display correctly in Vega, I currently create a publication pattern that begins with the earliest issue. I can then either extrapolate check-in boxes and check in every single back issue (which is a huge pain in Leap, because issues can only be checked in one at a time), or I can skip to the most recent issue received after the transition. This works well in Vega, but…
3 votes -
Expand Menu Options for My Account on Mobile Devices
Under the top level of the My Account tab on desktop, you see more information than you do under the top level of the My Account tab on mobile.
See attached screenshots.
I would like to see the same info on both.
Thanks.
1 vote
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