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ILS - Polaris

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  1. 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

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  2. 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…

    50 votes

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  3. 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.

    89 votes

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  4. 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

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  5. 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

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  6. 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

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  7. 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

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  8. 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

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  9. 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

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  10. 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

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  11. 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

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  12. 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

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  13. 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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  14. When creating a new item record on a bib, it would be wonderful if while typing in the volume field, Leap automatically suggested volumes from other items attached to that particular bib. This would help ensure standardization of how the volume is entered on each item record (eg. V.1 vs V. 1 vs. V.01) while also allowing the libraries to add a new volume number for volumes 2, 3, etc. since it would suggest while typing rather than changing the volume field to be a drop down menu of pre-defined options.

    15 votes

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  15. Currently cutting and pasting from OCLC Connexion Client into Polaris is cumbersome. Allow for complete fields and their delimiters to paste into Polaris seamlessly.

    27 votes

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  16. When we create a weeding record set, before sending it to the approval dashboard for review, we'd like to have a way to mark items in the set as "not found" or some other indication that the item is not on the shelf. Right now we can update items individually to another status (missing for example) or remove them from the record set. We would like the ability streamline this and mark the item directly in the weeding record set.

    This is similar to these ideas: https://ideas.iii.com/forums/951742-ils-polaris/suggestions/48218423-weeding-record-sets-need-to-have-picklist-function

    https://ideas.iii.com/forums/951742-ils-polaris/suggestions/47533493-weeding-record-set-functionality

    6 votes

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  17. In Leap Serials, the ability to select multiple issues and then click check in is needed for large libraries to use Leap Serials, exclusively. The workflow of selecting each individual issue and then clicking check in is slow and tedious.

    32 votes

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  18. We would like to be able to adjust the timeout in Leap after inactivity ourselves. Currently, we have to contact support to do this after each upgrade, since it resets itself. If the setting was in SA, we could reset it ourselves after each upgrade.

    16 votes

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  19. Polaris supports a preferred pickup branch for patrons. This request is to extend that support to allow the patron to set a preferred pickup area.

    Many patrons prefer to 100% always use a particular pickup area, for example outside lockers. So, they shouldn't have to select that area everytime they make a request.

    This would allow them to set their own preferred pickup area the way they can set a preferred pickup branch. This preferred pickup area should also be used when the staff bulk places a title on hold for a batch of patrons, again the same way the…

    39 votes

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  20. Allow each library to specify specific material types(?) to not be allowed to be picked up in certain pickup areas. Example would be a wi-fi hotspot not being allowed to be picked up in a locker.

    23 votes

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