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ILS - Polaris

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  1. We would like the ability to block renewals for a few days after checkout (or longer). Right now, we're seeing a lot of accidental renewals of items at checkout due to an item being too near an RFID pad or someone double scanning a checkout because they aren't sure if it scanned. In a previous system, we were able to block renewals by a couple days, so this didn't happen.

    12 votes

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  2. Incorrect email addresses and phone numbers in patron records cause hold and overdue notices to fail. This results in a negative patron experience and requires wasted staff time for troubleshooting and manual data correction. Polaris should behave like other systems and verify contact information before using it.

    When an email address is entered into a record, the system will send a message with a verification link. After the patron clicks the link, the email's status in the ILS will change from "Unverified" to "Verified". A visual indicator will show the verified status to both staff and patrons.

    This function will…

    28 votes

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  3. Just as Polaris offers a workflow for the automatic deletion of patron records, introducing a similar feature for item records would be a highly valuable enhancement. The ability to automatically remove items based on defined criteria would streamline operations significantly. Currently, the manual process—such as creating a Record Set and performing bulk deletions—is repetitive and time-consuming. Automating this task would not only improve efficiency but also reduce the administrative burden on staff.

    22 votes

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  4. 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

    17 votes

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  5. In our system of 33 branch locations, we often receive system-wide email requests to complete checks of the stacks for items customers claim to have returned but that are still on their accounts.

    It would be helpful if Item Records had an additional "Action" option that allowed staff to select "Request Shelf Check". The item would then populate on every branch's picklist with a unique icon next to it, and there would be a checkbox at the top of the list, similar to "INN-Reach Only", that would allow staff to narrow the list to what was shelf check requested by…

    31 votes

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  6. Love the new Dated Notes section with the 8.0 upgrade, however, we would like to be able to bulk move the existing non-blocking and blocking notes to the new Dated Notes fields and then disable the old Notes section.

    I know the non-blocking notes can be suppressed to not appear at checkout, but I'm referring to disabling all blocking and nonblocking notes allowing staff to only use the new Dated Notes section.

    I think it will cause confusion for member library staff to have both Notes sections enabled and nearly impossible to get them all to agree to use one…

    11 votes

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  7. In the client, you can do a bibliographic search by "standard identifier number" and it searches a bunch of different possible fields (the corresponding power search: (((ISBN="1234" OR ISSN="1234") OR (OSI="1234" OR STRN="1234")) OR (((PN="1234" OR CODEN="1234") OR OCN="1234") OR (SOA="1234" OR UPC="1234*")))). We would also like to see this option in Leap.

    Currently, staff don't get results for a scanned barcode unless they choose the correct field to search and the indicators in the record are properly set. This means they often get no results and incorrectly assume we don't have…

    15 votes

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  8. 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…

    31 votes

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  9. 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.

    25 votes

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  10. Our member libraries would like to have their admission passes (Material Type 'Pass') configured for a 3 or 4 business day pickup window, whereas all other material types are configured for 10 days. (10 days is too long to hold admission passes for pickup, but makes sense for everything else.) I could see where this might be beneficial for other material types also.

    13 votes

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  11. 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.

    12 votes

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  12. We would like the ability to create an item record from an invoice line in Leap. This is especially useful when manually building invoices, and can be done in the staff client.

    13 votes

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  13. 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.

    17 votes

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  14. One piece of feedback we've gotten is that staff members who are used to the client miss the ability to open and rearrange a bunch of windows from the find tools (for side-by-side comparison, or just for managing workflows). We're wondering if this experience could be recreated by allowing the option to open multiple results in new tabs from the find tool in Leap.

    27 votes

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  15. 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!

    29 votes

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  16. 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.

    45 votes

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  17. 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.

    58 votes

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  18. 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.

    15 votes

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  19. We'd like to suggest the addition of a free-text note field available at the bib-level that would display on the resource card in Vega Discover. Our consortium is looking for solutions that would help patrons quickly and easily identify whether a title includes AI-generated content. A free-text note field that is not linked to the bibliographic record that displays in Vega would allow us to do so. This field could be used in a variety of scenarios to alert patrons to necessary information at the bibliographic record level rather than at the item level, especially since many 5XX tags are…

    9 votes

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  20. It would be nice if the Leap Find Tool window could be enlarged to full screen.

    42 votes

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