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  1. Sometimes I have a lot of records open in the workform tracker, and it's a pain to have to go into each to close it. It would be useful to have a button I could quickly click to close them instead.

    In cases where a record has been modified it should generate a prompt about saving changes, and show you the record again in this case so it's clear what's being saved.

    19 votes

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  2. Currently, when working through Picklist processing, items can be marked as "Located". While this is useful for in-library work flow to indicate that it has been found, it doesn't do anything to prevent another member library or branch location from filling the hold request when trapped at point of check-in. This causes problems in a multi-branch or larger consortia system where there is a higher chance of popular material being checked in throughout the day.

    Ideally, it would be great if marking an item as "Located" not only changed the status from the Picklist, but also prevented another item from…

    27 votes

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  3. Our catalogers would love to be able to search the Remote Databases by UPC.

    29 votes

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  4. Currently there is only the option to display serials in Vega at the serial holdings record level. It would be helpful to have the ability to prevent specific publication patterns from displaying in records with multiple publication patterns.

    2 votes

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  5. Currently, incoming requests are assigned from the INN-Reach central server to a specific copy in the catalog. If for some reason that item cannot be found or used, staff must undertake a lengthy multi-step process to transfer the item-level hold to another copy.

    Keeping the hold at the bib level and letting Polaris assign it to an item will reduce the time it takes to transfer INN-Reach holds between copies will save a lot of staff time in communicating and processing, and further will reduce delays in getting the request fulfilled and sent out.

    9 votes

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  6. Our Access Services staff use the Reader Services tab and the Note field to list patron details to assist with readers advisory for elderly and homebound patrons.

    They use the Preferences options to some degree, but have noticed a character limit in the Note field, which requires them to use abbreviations to fit their details. They asked: "Is there a way for Polaris to increase the character limit of the Note field in the reader services tab? Is there a way to increase the viewable space as well?"

    Character limit may be around 250 or so, so they are abbreviating…

    3 votes

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  7. When we are done using a routed periodical we have no way of checking in the issue for deletion. We don't assign a barcode to these issues so it will not allow a check in. We need ability to either delete a periodical in a Routed status or a quick way to un-route to then allow us to delete.

    Right now staff are forced into the item record and assign a barcode like "1", save record. Check in item. Then they can delete.

    3 votes

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  8. When leap offline data is uploaded, it goes into [LeapOfflineTransactionDataID]. This contains PII information of the items & patrons that performed CKOs. However, this data is never cleared by the system, even after it is processed.

    I can see keeping it around for awhile, but maybe have it follow one of the other settings in SA for purging data or set up a new SA setting for purging this PII data.

    5 votes

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  9. Please add a drop-down box for the profile section of registration. There is a drop-down box for the address section labeled term but there is not one for the profile section. It makes it easier for staff to choose the correct date. In the Polaris toolbar, there is a drop-down box for patron info and address.

    4 votes

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  10. When an item record set is viewed on a tablet or mobile device in Leap, the record set layout changes to accommodate the change in screen size. This includes the Shelf Location column no longer displaying. Staff create item record sets for displays and when they go out into the stacks with Leap on a tablet to pull the items, not having the Shelf Location included slows them down as they have to open the item records individually.

    38 votes

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  11. When looking at the Serial Check in card, it would be helpful to have some sort of indication that a note has been added to a specific issue.

    2 votes

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  12. Ability to add QR codes to printed or emailed receipts

    14 votes

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  13. Our previous LMS had functionality within the Solus app, where we could enter a collection code in the Solus CMS, and as new items were added in the collection it would automatically feed into a new items carousel on the app. It was a "set and forget" feature.

    With Polaris, it looks like our only options are to enter Bib IDs or ISBNs, or manually create & update Record Set IDs.

    It would be a great time saver if there was an option for an automated new items carousel. We raised the issue with our account manager who spoke to…

    6 votes

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  14. Our staff searches for patrons by date of birth to check for duplicate accounts. It would be nice to enter only one date instead of two.

    6 votes

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  15. The add from file feature in patron record sets should allow importing by patron barcode in addtion to patron ID.

    46 votes

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  16. Inventory Check-in via Leap is recorded as Check-ins for Item Statistic reports in SimplyReports. A way to filter inventory check-ins from statistical reports would be nice.

    13 votes

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  17. We would like to be able to copy an existing branch when creating a new branch, since often our additions are branch locations of an existing library that will have almost the same exact settings.

    27 votes

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  18. Currently, when a user clicks on the library’s logo in the PAC header, we can specify a URL that opens. However, when they click it, the URL defaults to opening in the same page rather than in a new tab, causing the user to lose their PAC page and possibly their search results.

    It would be helpful to have a branch-level option to change that default to open a new tab instead. It could be included with the other configuration options under Profiles > PowerPAC > Page Header Options in System Administration.

    Yes, it is possible to ‘force’ a new…

    14 votes

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  19. It would be very helpful to have a more robust item record history. It appears that only the last 12 months of item history is available. It would be great if Polaris would:
    A) keep the history of changes in the item record forever
    B) improve the data that is stored and presented to staff, for example, so we could see what exactly was edited on 7-26-23 in the screenshot attached. Perhaps by clicking on the entry and having the information pop up.

    18 votes

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  20. We would like to see additional information and functions available in the Polaris Client or LEAP so that staff have more resources and information to support customers with questions about online resources.

    For example, library staff would benefit from seeing real-time hold information in Polaris about items on Overdrive or Hoopla. Currently, Polaris shows an asterix (*) under holds. Library staff need to either go to the PAC or Overdrive to provide customers with this information. It would help library staff to have information available in one place rather than requiring staff to go to multiple sources to answer a…

    23 votes

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