633 results found
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Add an option to mark record sets as "do not delete."
Polaris has long supported an option in Patron Registration where you can mark a patron record as "Do Not Delete." I'd like to see that same functionality carried over to record sets. For me, it's a fairly common task to recover accidentally deleted record sets for staff members who've somehow managed to delete an important and often used record set, despite every warning they receive.
Specifically, I'd like to see this option added at the permissions level, with separate permissions for:
- Mark a record set as "do not delete"
- Clear a record set for deletion
That way staff members can't…
29 votes -
Polaris 8.1 - Leap Find Tool Window Expansion
It would be nice if the Leap Find Tool window could be enlarged to full screen.
42 votes -
Compare bibs with an outside source - Leap
We would like the ability to compare bibliographic records in Leap with ones from an outside source, like z39.50. This is a key part of our cataloguing process and is a necessary piece to moving those staff members over to Leap.
41 votes -
Comparing authority records in Leap
Similar to the compare feature for bibliographic records, please implement a compare feature for authority records. This would be helpful when editing authority records in Leap.
44 votes -
Remove Notification Options for Staff
Our Library will soon no longer be offering phone notification. I'd like the ability added to remove notification types (Phone 1,Phone 2 etc) from the staff interface so a invalid choice is not longer available. However, we'd still like the ability to record that information in the patron registration if needed.
57 votes -
Update SIP to handle foreign characters (diacritics)
SIP should handle foreign characters (diacritics) correctly. When a patron's name or an item's title has a diacritic then it throws an error. For some vendors, it breaks the application and prevents customers from logging in and/or accessing their checked out or held items.
11 votes -
Leap - Give the option to overlay a record while comparing multiple MARC records
When comparing bib records in Leap, it would be nice to be able to choose the bib to keep and overlay the other with. This would streamline deduplicating similar records.
23 votes -
Navigation buttons at the top and bottom of All Items list on LEAP bibliographic records
On the All Items tab of LEAP bib records, it would be helpful to have page turning buttons at both the top and bottom of the list for ease of navigation
14 votes -
patron account edit history
I would like there to be a way to see who has interacted with a patron account, in the same way there is a history on an item record. Today we were trying to see who had made a specific change to a patron account, but because someone else had fixed it already, we couldn't. So, if we had a list like the item history, where we could see who had been in and what had been done, we could more easily know who to contact and train on an issue.
51 votes -
Polaris 8.1 - Return to where you were in your record set list after closing an item record from the record set
When I am working in a long record set and open an item record and then close it again, it returns me to the top of the record set. I would really like it to return me to where I was in the list to more easily continue my work.
54 votes -
Compare record sets side by side
Now that in Leap we can compare bib records side by side, it would be very helpful to be able to compare record sets side by side. Right now I'm exporting contents and comparing in Excel/Google Sheets, and then sometimes importing the results into a new record set. I'd love to be able to see two record sets next to each other and edit as needed directly in Leap. Apologies if this idea has already been submitted. Thanks!
25 votes -
Being Repaired Transition
We would like Polaris to offer the option for libraries to transition items with a Circulation Status of Being Repaired to Missing or Withdrawn after a specified number of days. We envision this working like Lost Item Transition and Missing Item Transition.
Idea Value
Adding this feature would allow for a more streamlined process for cleaning up, and eventually withdrawing/deleting, item records.14 votes -
Add 'Canceled' as a Payment Status for PO Line Items
In the PO Line Item screen, when the Status is set to 'Canceled', the Segment Status correctly shows 'Canceled', but the Payment Status still displays as 'Open'. We would like to see a 'Canceled' Payment Status option added so the record more accurately reflects the true state of the transaction. This enhancement would provide clearer, more consistent data for our reporting and workflow.
13 votes -
Separate Almost Overdue & Autorenew notice strings
We recently did an overhaul of our messaging in the notice strings to make things clearer for patrons, and we had issues with clear messaging for Almost Overdue and Autorenew notices, since there are sometimes two separate options for Almost Overdue and Autorenew notice strings, but not always. This only allows us to partially customize them separately, when we would like fully separate options. As a result, for certain strings, we are forced to be more vague, which is not ideal.
Please offer separate options for the email subject line and the email 'other header' strings, as well as the…
14 votes -
Add the ability to round all prices to nearest nickel
With the production of pennies ending, we've had some discussion around prices in Polaris. Ideally, we would like to see some method of optionally having all prices (item prices and fines) rounded to the nearest nickel. We haven't run into any problems yet, but as pennies eventually become more scarce, we suspect that we'll have trouble with cash payments.
10 votes -
LEAP Add indicator for open Tabs or Records
Tab session visibility is unclear, leading to records being locked unknowingly by users.
In addition to "hamburger" on upper left-hand side of the screen three horizontal lines.Please add Tab indicators or auto-close function when navigating away.
13 votes -
Leap - display control numbers in list of current and recent workforms
Right now, the only thing that displays in the list of workforms is the title. When comparing records with the exact same title, this can get confusing and requires too many clicks to make sure you are selecting the correct record. There needs to be more information displayed in addition to the title, and should at minimum have a control number.
18 votes -
Easily print multiple of the same spine lable in Leap
When printing spine labels from an item record in the client, you can choose to print multiple of that same label. I would like to have that functionality in Leap. This will be helpful when processing multiple of the same item without having to send the label request for each individual item.
35 votes -
Print view of just items out from Leap patron account without header
In Leap, staff would like to be able to print a list of a patron's items out without printing the whole screen including the header with the patron's account information - similar to the print function available in the items out view of the Patron Status window in the Staff Client. Use case: a patron is checking out some items but has other items at home and wants a list of all their out items with due dates printed on the receipt paper from the desk.
9 votes -
Service Name Logging in PatronValidate API
This proposal outlines an extension to the Patron Validation API to include an optional serviceName parameter. When provided, this value will be recorded in the Integrated Library System (ILS) transaction log, allowing us to track which service initiates each patron validation request.
Currently, the ILS transaction log records patron validations without capturing which service initiated the request. This lack of context makes it difficult to analyze traffic from third-party services (e.g., OverDrive, Hoopla) or internal applications, troubleshoot validation spikes, and make informed decisions about service contracts and resource allocation.
The proposed solution is to modify the Patron Validation API to…
17 votes
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