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ILS - Polaris

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  1. In Admin > Parameters > Patron Services > Patron registration options > Required Fields tab only five fields are listed - Address, Birth date, Gender, Password, and Statistical class. We would like to require that Notification Option be filled in before the record is saved. There may be fields that other libraries would like to make required, such as Phone.

    Idea Value
    The patron's notification preference should always be selected before an account is created. There must be a way for the patron to receive library notices for holds, reminders, overdues, and bills.

    28 votes

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  2. It would be helpful to be able to customize what material types appear as choices for faceted searching under the Narrow your search column in the PAC. As it is, there are often duplicate facets for the same item records (DVD = Projected Medium = Videorecording = Visual Materials) as shown in the attached Idea Image. In this example, for my community I would only keep DVD.

    Idea Value
    Having the ability to customize this aspect of discovery to best suit the needs of the specific library community has the potential to improve the discovery experience for all Polaris OPAC…

    22 votes

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  3. For collection development purposes, we need to know how popular an item is. Right now, renewals from the same patron counts as a circ. It would help to have renewals counted separately so that we can have an accurate circulation stat. For example, our YA Manga (33090005890258) shows that lifetime circulation is 5 but it's actually 2 patron checkouts with 3 renewals. This number makes it seem that this manga is more popular than it is. New items are easier to count right now but as time passes, looking at the history will become more time consuming.

    Idea Value
    Time…

    54 votes

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  4. The availability facet in the PAC dashboard does not accurately reflect the status of Overdrive titles. The facet may show that the title is available even though in the results it says that zero of NN copies are available. This is more likely to impact consortia or locations with multiple vendor accounts.

    For III reference, this is supportal ticket #576351

    Idea Value
    It is frustrating for the patron to select to filter by available items and then see clearly in their list of results that the Overdrive items aren't available.

    Because the Available Now facet is hardcoded, we have no…

    19 votes

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  5. When an item cannot be auto-renewed, the first section of the reminder notice should not display no. of renewals to the right of the title. Patrons who do not read the text carefully tend to assume that the item did renew and they still have renewals left.

    Idea Value
    This would make it more obvious to patrons that the item had not renewed. There are already too many elements contained in the reminder notice, with no ability to bold or emphasize or reformat so the three sections are more clearly defined. This has led to a lot of confusion for…

    36 votes

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  6. We'd like the ability to suppress headings in the Subject facet based on the heading's source (subfield 2 in the bibliographic record). Currently my consortium is deleting FAST and Sears subject/genre headings from the bib record because we don't want them to display in the Subject facet, and there's no way to hide them otherwise. This takes staff time, and also means the data is not available if we decide to use the headings in the future. There are probably other libraries not taking time to delete these headings, who would like a simple way to suppress them.

    Idea Value…

    31 votes

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  7. Many of the blocks that pop-up during transactions at the circulation desk are more informational than related to rules. Separating 'blocking blocks' (patron is over the fines threshold) from 'informational blocks' (patron has a hold available) and making the latter optional would help libraries improve accuracy and efficiency at the circulation desk.

    Idea Value
    Having unnecessary blocks popping up during circulation transactions takes staff and patron time and trains staff to click past blocks without reading them closely, making it more likely that important messages will be missed and ruled will be overridden. Giving libraries the option to include or…

    37 votes

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  8. Add a "Missing" button to the action headers above the items in the Unclaimed tab of the picklist in Leap.

    Idea Value
    When staff open the unclaimed list and pull items off the hold shelf, they have no direct way to handle items missing from the shelf. Rather than having to use a lengthy work around, it would be more efficient if staff could change the item circ status from within the Unclaimed tab.

    Currently staff have to copy the barcode to check in the missing item (by logging in as the assigned branch - something they may not have…

    27 votes

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  9. The ability to un-cancel a cancelled Purchase Order Line Item. Sometimes an order cancelled by a vendor will arrive anyways, or one edition is cancelled then later substituted for another. In these cases, it would be preferable to un-cancel the original POLI than to create a new one, or start from scratch at the invoice stage. Un-cancelling the POLI would also allow us to maintain the connection between the POLI and the Invoice Line Item.

    Idea Value
    This would save time and confusion for acquisitions staff, and allow us to maintain the connections between PO, Invoice and Item.

    39 votes

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  10. We've noticed a significant problem with staff creating holds on items that can't be loaned (non-cirulating; lost; deleted; etc.) because they have the ability to bypass item block messages. We tried to fix this gap by removing the "Override Request Blocks" permission from general circ staff, but have found that when we do staff can't bypass patron alerts (as simple as 'patron has a hold to pick up').

    There seem to be two challenges with using the "Override Request Blocks" permission: it overrides both patron and item blocks (where other 'override' permissions are more granular); also there doesn't seem to…

    23 votes

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  11. It would be incredibly useful for our patrons if we could still allow item-level holds from the PAC for those items which are not serials or multi-part sets. We want to limit holds for serials and multi-parts using the current functionality in Polaris because it will serve our patrons better, but other functionality should not be taken away in order to do so.

    Currently, in the Requests parameters, unless the box is checked for 'Allow item requests from PAC,' item-level holds cannot be placed on all items. If 'Limit item requests to first available copy' is checked, and any of…

    47 votes

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  12. We'd like these new TOMs/Type of Material ('Format' in Leap and icon in the PAC). These currently display incorrect and/or unhelpful formats, though coded correctly in the MARC record:

    CD + DVD: A CD issued with DVD displays in both Leap and the PAC as 'Videorecording'. If the DVD is primary it displays as 'DVD', better but still not ideal.

    Playaway: These display in Leap and PAC as 'Audio Books'. Not technically incorrect but not really helpful either. We'd prefer 'Playaway' or generic 'Audio Media Player' or something else that more clearly differentiates these from CD audiobooks. You should be…

    35 votes

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