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ILS - Polaris

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361 results found

  1. There can be accounts that are expired and are still able to check out ebooks. Expired accounts are no longer valid and should be blocking at least in the integration function between the ebook vendor and Polaris.
    If this isn't possible, can the checkout action trigger an email notice to the customer to have their library account renewed or reviewed.
    This should happen each day an integrated eContent transaction occurs.
    Keeping the account up to date will prevent the account from being closed or purged.

    5 votes

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  2. Patrons set up "saved search results" and can receive email notifications on a regular basis.

    Unfortunately the language within those emails are misleading for patrons where the top of the email says "New items of interest at your library" , the middle of the message "The following saved searches returned these new results", but then at the bottom of the email the message says "this search found no new results" (See pictures). When reaching out to customer support reps, they informed us this is hard coded and cannot be changed in sysadmin or language editor.

    In a future upgrade, it…

    8 votes

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  3. Polaris' claim return function is great for locally-owned items but is problematic with INN-Reach. We are constantly reminding staff NOT to use Claim Return for INN-Reach items because it can break transaction links but they continue to do so. If system admin allowed us to exclude our INN-Reach and WorldCat material types from Claim Return and Claim Missing Part functions, it would reduce errors significantly.

    11 votes

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  4. We have had several library members ask why there are not capable of printing their reading history from their account in Polaris. It would be great if there was a print button at the top of their reading history. Can this be be added?

    Idea Value
    Very helpful for the elderly. They prefer a hard copy and/or have to wait for a family member to visit to show them their reading history.

    43 votes

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  5. One of our member libraries have displayed interest in having the option to include the ability to attach multiple patron barcodes onto one patron record. The want for this is due to the interest of adding collectible library cards to their location. They also spoke to another library uses the Sierra ILS. It was stated that their ILS has that functionality already.

    3 votes

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  6. I would like to submit the idea that Polaris offers the ability to run a report based on patron activity dates, and not their LAST activity date.
    Currently, we can only run a report using "Last Activity". This is not helpful if trying to determine how many patrons were active in a given period because if they have had activity after the specified period, they would no longer be counted in the report.
    There is a canned report under System > statistical summary, but it only looks at borrows, and would not count ILS card activity such as from a…

    13 votes

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  7. In System>Parameters>Notification>Notification Options>Overdue & Bill, I would like to see the "Include Claimed Items" broken out into individual notification options for Claims Returned, Claims Never Had, and Missing Part. As of now, if this option is selected, notices will go out for all or nothing regarding these claims. I would like to only send notices for Missing Part items and not the other two. My reasoning is I do not want to continue to send notices for items I consider "resolved" when a patron says they returned something or that they never had it. However, I do want to continue…

    3 votes

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  8. Have a reminder for patrons via TXT, email, telephony, mail-whatever their preference is, to remind them about their upcoming address check. Many patrons do not bring something with their current address with them when they come to the library to grab a book. This could be helpful for both staff and the patrons.

    8 votes

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  9. Currently, the PAC override password, available in Profiles -> PAC -> Patron Access Options -> Log In tab, is a static, set and forget password. Often, that password is indeed forgotten because it's not used all that often. However, when it is used, there's a good reason for it. I believe this remains useful functionality, but I also believe that a static, universal patron access password is a security issue for patrons and staff alike.

    My idea is that, if an ILS Admin needs a PAC override password to troubleshoot an issue on the PAC or within Vega, then one…

    9 votes

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  10. Drop late fees that have accrued once an item has been charged for replacement cost. Once an item is charged for replacement (lost or damaged) the late fees that have accrued should automatically drop instead of being added to the replacement fee.

    4 votes

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  11. When the theme's scss file is edited and compiled, the version parameter on the stylesheet link in the HTML does not update. This means that browsers don't know to pull the updated css from the server if they have it cached, so the css updates won't apply for all users immediately due to browser caching. Here's an example of the line in the HTML with the version parameter:

    <link type="text/css" rel=""https://yourlibrary.org/polaris/custom/themes/theme1/site.css?ver=7.1.14157.0">

    It looks like the version parameter is based on the Polaris version, so I'm guessing it's automatically updated whenever Polaris is upgraded, but that doesn't help for theme adjustments…

    6 votes

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  12. With the increased scrutiny on children's books, we are looking for ways to offer parents opt-in access to their child's account activities.

    Our suggestion is to expand functionality for associated accounts. Associations allow staff to link parents to their children's accounts, and access those accounts easily. However, from the parent's dashboard when they login to PAC, they are unable to view or manage their associated accounts.

    We would like parents to be able to see what is checked out to their children's account. An adult is already required for any cards registered to minors, so it makes sense for a…

    12 votes

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  13. I reuse a record set that often contains 10,000+ records. I'd like to be able to empty it without having to reload all the existing records.

    14 votes

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  14. Hi there! We just had a situation with a patron where several items they returned in the book drop on 6/30 were checked in today 7/5, however they were back-dated to accommodate for the days the library was closed and prevent fees from accruing. But upon viewing the history in Leap for each of those items, the check-in date displays as 7/5 and does NOT show the 5 days back-date, which would've been 6/30. This is very confusing and misleading, as our patron spoke to the owning library about the items and the owning library said 'New Milford checked those…

    6 votes

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  15. Idea Value:
    In Circulation Request Manager include the option to be able to export every ILL Request from every branch location at once. Libraries will benefit from having the export all ILL Requests option, being able to retrieve all ILLs at once, instead of having to select each branch individually and right-click to export each item.

    7 votes

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  16. In an Item Record's Preview, when you click on the Subjects in the Brief tab, you are sent to the Power Pac. For Vega libraries, please link out to Vega instead of the Power Pac.

    10 votes

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  17. Currently item barcodes are not included on the billing notices. We double check the shelves for billed items prior to mailing the bill to the patron. Often we have multiple copies of the item. To ensure that the bill is accurate and the items are truly missing, we have to take the other copies to the circulation desk and double check their status. This is time consuming, inefficient and occurs frequently. Item barcodes are include on the overdue notices. I would like to see them included on the billing notice too.

    Idea Value
    This would simplify the workflow, reduce staff…

    49 votes

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  18. It would be nice if we could separate the "holds ready for pick up" texts from the "renew" texts and be able to choose if you want one or the other or both. Customers would love to get a text for when their holds come in, but for some, the renewal texts are too much, and the pick up texts get lost in the volume. Then also, have the option to get renewals and/or pick up notices in their email.

    5 votes

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  19. I propose that if the patron limitation is zero for a material type check out then the item will not be trapped for the patron. They will stay on the top of the holds list until an item that does not have a material type of zero for that patron type is checked in and trapped. Thus making the material type check out limit of zero a true material type block.

    Background:
    When placing bib holds sometimes items on that bib will have different material types. These different material types will sometimes have limitations on the amount that can be…

    7 votes

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  20. I'm repeatedly finding instances where a patron is missing their registration date. At first, I thought it was migrated data, but after updating those records, I discovered it happening over and over. Please prevent the registration date from being deleted.

    Idea Value
    We have some third-party applications that break if there isn't a registration date. Also, we use that date for statistics and to narrow down results.

    32 votes

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