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ILS - Polaris

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683 results found

  1. When using the date picker, we'd love an option to select "Today" and have it set the date automatically for us. When updating really old cards, it can be a pain to have to select a date with the picker when we have to change every field. Typing is limited in its ability to be a workaround, because it requires specific formatting in order to work.

    15 votes

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  2. The only option for eReceipts is plain text. It would be a fantastic feature to customers to be able to build a nice HTML email for them.

    15 votes

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  3. Cataloging staff use staff cards to request items in for call number changes or various projects. It would be helpful for them to be able to add those items into a Record Set for bulk changes directly from the patron record Hold list, in lieu of individually from the item records.

    15 votes

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  4. When doing clean up work we run into instances where we are not able to delete something like shelf locations because it is assigned to records that are in a deleted state. While we know we can just delete the records 1 more time, some of these records are tied to other things we track and would prefer to keep them in the system.

    Currently we bulk change them at the server level but would like a way to be able to do this within the ILS.

    14 votes

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  5. The current process of loading and removing Hoopla records in the staff client is tedious and time-consuming at best. We stopped adding Hoopla records to Polaris because we don't have the staff capacity to deal with the monthly 'remove' lists. An API integration similar to CloudLibrary would be a huge time-saver. CloudLibrary automatically imports records and then sets them to 'withdrawn' when the title is no longer available. The Hoopla database is enormous, so the ability to add some parameters of what to pull would also be helpful.

    17 votes

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  6. The Language field was added to Polaris in 7.4 (I believe). The only way to update the Language field is to manually update each item record manually. As you can imagine, that is very time-consuming. It would be ideal if our Collection Management department could pull the appropriate item records into a record set and then do a batch update of the Language field.

    13 votes

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  7. 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.

    3 votes

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  8. 50 votes

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  9. Currently you can search hold requests by pickup location.
    Libraries would also like to search the hold requests by pickup areas.

    14 votes

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  10. Library staff frequently place holds that can’t be filled on the records for e-books from non-integrated vendors like Hoopla. Canceling these holds takes time. Since we still need to allow holds for the integrated vendors, we can’t change the material type to unholdable in system administration. Adding the ability to block holds by resource group or vendor account would solve the problem.

    30 votes

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  11. Currently, Polaris allows all staff members to override a hold and check out a Held item to a different patron. We need a System Administrator (SA) permission to control this functionality. Our preference is to prevent staff from overriding holds, ensuring items are always checked out to the requesting patron.

    4 votes

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  12. When entering new accounts in to LEAP, we enter the patron zip code and the city is automatically filled out. At Phoenix libraries, if the city is not Phoenix, we have to remember to change the patron code to Maricopa and the expiration date to only one year. Could these 2 fields also be automatically filled out by the zip code information. It would save a lot of jumping from the top of the registration form to the bottom and back...and could save mistakes when we have a LOT of outreach library card forms to enter.

    11 votes

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  13. The PolarisTransactions].[Polaris].[NotificationLog] has Personally Identifiable Information (PII) in it. That table is never cleared, even if you select to clear the PatronID from the PolarisTransactions.

    Ideally, we'd like an option for this data to just be cleared out after a certain period of time. If that is not possible, then NULLing the patron id when that option is enabled for the PolarisTransactions should work here too.

    6 votes

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  14. In Leap, after doing a search for record sets (ie. owned by a specific owner), you have to go into the record set in order to delete it. After doing this, it bumps you all the way back out of the Find Tool and the user has to redo the search completely. This is not ideal when attempting to clean up multiple record sets. Ideally there would be the ability to select multiple record sets and do a bulk delete (similar to how you can in the desktop client). Barring that, being bumped back to the search results would at…

    83 votes

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  15. Separating the Current & Recent workform trackers means you sometimes have to check both to regain access to a record quickly. There really is no need to separate them.

    Modern systems indicate active records using a "dot" (think Mac OS, Windows 11, etc.). Combining the workform tracker into a single list would make access workforms in Leap faster.

    PS I do acknowledge that some people would have a problem with a growing list of workforms showing. So an option to clear all inactive workforms would probably needed to be added in addition to the close all active workforms option.

    6 votes

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  16. We had a patron complaint that the email notices do not include magazine issue information, only the main title. The notices also do not include item barcodes, so there isn't any data to match against a specific issue. Could information from the Issue field in the item record be displayed in overdue notices?

    15 votes

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  17. It would be wonderful to be able to customize keyboard shortcuts per user.

    I don't typically use 90% of Polaris features, and the other 10% I use very frequently, and most of those features don't have any hotkeys associated with them.

    10 votes

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  18. Bookmobiles move around. When customers get the holds notice, the address listed on the notice is usually the bookmobile home address. The customer shows up only to find that the bookmobile isn't home. We have pickup locations for the customer to choose from in the PAC, but they do not have addresses assigned to them. If they did, we would want that address to be used on the holds notice. Can this be a LX starter and/or Polaris enhancement for Bookmobile.

    8 votes

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  19. Sometimes libraries leave a consortium. Sometimes a branch is closed or merged into another branch. And after the Polaris ILS Admin takes care of clearing out all the bib, item, and patron data... the branches and libraries remain in System Administration.

    Just sitting there and doing nothing.

    I know it's a huge pain to remove a branch or library from Polaris and I know there's likely an extra cost to it because it's such an involved process.

    So add the ability to hide them instead.

    That way, when a library leaves the system, you're not wading through the settings and…

    28 votes

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  20. There should be two statuses to easily identify lost and paid vs. lost and not paid billed materials. This would help make running reports much easier and help identify the status of lost items.

    90 votes

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