312 results found
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Bulk change POLI segments
To be able to select multiply purchase order line segments and make a bulk change to a particular field, (eg. coll. code, fund code) Sometimes an error occurs in the import process and each line has to be populated manually. It would be amazing to be able to select an entire column and make the change.
26 votesFUTURE POSSIBILITIES (IDEA LAB) · 2 comments · Acquisitions, Serials & Item/Issue/Inventory Management · Admin → -
PAC: Banner message for closures
Libraries need a way to quickly alert communities to closures during an emergency across all PAC pages. A banner appears across all pages of the PAC and is easily edited.
23 votes -
Add the ability to clone an existing branch when creating a new branch
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.
13 votes -
Add date added column to record set
When using a record set, it would be helpful if there was a column that shows when the item was added to the record set. We use record sets to create carousels that show new items on our PAC. The date added to record set would be helpful so we could remove the oldest things when refreshing our carousels.
37 votes -
Add a note field when declaring an item damaged
We would like there to be an option to add a note when declaring an item damaged from the patron account. Currently, there is no option to do that (see screenshot).
18 votes -
Search remote databases by UPC
Our catalogers would love to be able to search the Remote Databases by UPC.
11 votes -
More Robust Item Record Change History
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.9 votes -
Marking items during picklist processing as Located should prevent other items from being trapped to fulfill hold request
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…
11 votes -
(SMS - Cirriusimpact) Allow for Almost Due / Auto-renew to patrons by phone
Allow patrons to receive Almost Due / Auto-renew messages through the SMS - Cirriusimpact product integration.
9 votes -
Create or add to an item record set from Leap check-in workform
Leap should include the ability to create or add to an item record from the check-in workform. Most of the functionality is already there in that items can be selected via checkboxes and all items can selected from the topmost checkbox. By adding the option to the Actions menu, circ staff could quickly roll items over into a record set for a variety of other uses.
10 votes -
Damaged Transition
We would like Polaris to transition items with a Circulation Status of Damaged to Withdrawn after a specified time frame. We envision this working like Lost Item Transition and the Missing Item Transition.
Adding this feature would allow a library to automatically remove items from a patron's record (but still retain any associated charges) and allow for a more streamline process for deleting item records.
8 votes -
Improvements to 7.4 Item Language Field
Currently, the new 7.4 item language field is using the same Languages table used in patron registration. For patron records, the language preference field displays in their account in PowerPAC. Patrons use this field to select their preferred notification language.
If a library wants to add a new language to the Languages table, it will be added as an option for both item records and patron accounts. This is problematic, because many libraries purchase materials in far more languages than they offer notices in. If a library adds additional language options to this table, they risk that patrons will select…
28 votes -
Upload patron barcodes into a record set
The add from file feature in patron record sets should allow importing by patron barcode in addtion to patron ID.
19 votes -
Increase functionality of API with Overdrive
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…
9 votes -
Block patrons from placing holds in VEGA, Mobile App, PAC and Leap if patron is blocked
Having patrons blocked from placing holds if there account is blocked is greatly needed, as patrons can currently place holds through Leap, Vega, Mobile App even if they are blocked for having too many fines.
11 votes -
Additional dynamic filter options in Simply Reports
In Simply Reports, some filter menus do not populate options until a library/branch is chosen (i.e. Shelf Location, Stat Code, Statistical Class). This is helpful for consortia because the menus only become populated with the options available at each selected branch(es), keeping the options to a manageable size.
We would like to see this dynamic menu functionality applied to the Collection, Material Type, and Patron Code filters as well.
Currently, our consortium has 55 Material Types, 57 Patron Codes, and 284 Collections to choose from in these menus, which becomes quite overwhelming for users and involves A LOT of tedious…
10 votes -
When patron barcode changes, auto-update with Libby
Currently when a patron replaces their library card and gets a new barcode, staff have to manually reconnect them with their Libby account, which is connected to their old card number. This update should be automated so that patrons who lose their library cards don't also lose access to Libby or other eResources. I'm not sure if this would require an update to the API (?)
28 votes -
Dated patron notes
It would be very useful for patron notes to automatically include date and time - this would allow us to track "updates" to progressive situations with patrons that multiple staff are addressing.
71 votes -
Add Rapid Receipt to Leap
Currently, there is only one way to receive and invoice orders in Leap. This workflow consists of receiving the line item from the purchase order and copying it to the invoice. In the Client, staff have the option to use a more efficient process called Rapid Receipt. Rapid Receipt allows line items to be received and copied to the invoice at the same time. In our consortia, a significant amount of libraries use Rapid Receipt. They are concerned that it has not been added to Leap yet. Since Rapid Receipt is available in the Client, the same functionality should be…
26 votes -
Provide Export Option for Item and Patron Record Sets in Leap
I regularly have need to provide a list of items to partner organizations. This would be most easily accomplished by simply exporting the data from an existing record set to excel. I have also recently had need for an export option from a Patron Record set. Export is currently an option for Bib Record Sets and I am hoping it can be added for Patron and Item as well.
10 votes
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