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ILS - Polaris

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  1. A way to provide additional toasts in Leap when receiving items would be useful for particular alerts about items. This would be especially useful for processing notes when items are received.

    8 votes

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  2. In PolarisAdmin, it would be great to have a few additional filters other than the text box filter.

    • Show non-default (would show any setting that wasn't at its default value)
    • Show system/library/branch level (one for each, to show settings that were set at specific levels within Polaris SA)

    This would allow for quick scans for changed settings that might be causing issues or problems. Especially in places where there are a wide range of settings that are largely kept at their default values (I'm looking at you Self-Check Unit Parameters).

    I'm attaching a screenshot of another software I use that…

    12 votes

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  3. Could you please look into providing an input field on SQL Find tool searches to allow the library staff to easily enter a search parameter e.g. an items barcode, a patron barcode.
    At the moment with the SQL FIND TOOL searches we have created, we must teach them to go to the WHERE clause and correctly change the parameter before re-executing the query.
    A dedicated entry parameter would simplify the use and training of SQL searching using the FIND tool.

    11 votes

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  4. The current method for changing a Polaris Staff Member's password is clunky and not ideal if part of a large library system. Additionally, all SA management is moving towards the web-based interface. It makes sense to incorporate staff password management into the SA web-based interface.

    10 votes

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  5. Unlike the Leap sidebars, you can NOT pin the PolarisAdmin sidebar, making it more difficult to move around the system versus the desktop SA.

    12 votes

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  6. Currently cutting and pasting from OCLC Connexion Client into Polaris is cumbersome. Allow for complete fields and their delimiters to paste into Polaris seamlessly.

    31 votes

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  7. The one Renew button that renews both the Expiration Date and Address Check Date at the same time is creating an issue for us when a patron has two different dates. Two separate Renew buttons might resolve this issue.

    2 votes

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  8. A recent change to PAPI allows for the retrieval of, and adding to, different types of records sets, including Patrons, Bibs, and Items. Adding to Patron and Bib records sets is straight forward because there are existing endpoints within PAPI that return BibRecordID and PatronRecordID numbers. This isn't the case with Item record sets because there a currently no endpoints that provide an item's RecordID. This enhancement would add the ItemRecordID to each row in the BibHoldingsGet response.

    7 votes

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  9. From the Leap Serials Check In screen, include the ability to select multiple dates for deletion.

    27 votes

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  10. In Leap Serials, the ability to select multiple issues and then click check in is needed for large libraries to use Leap Serials, exclusively. The workflow of selecting each individual issue and then clicking check in is slow and tedious.

    35 votes

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  11. It would be helpful if we could search using the Find Tool for items with a Last Activity Date. Last circulated is a search option, and Last activity is a column option to display, but I have yet found a way to use it in my search criteria.

    11 votes

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  12. The new patron import process will be a major improvement for handling student data, but it still requires significant data formatting before uploading through LEAP. It would be incredibly helpful if libraries could create their own templates to define how data is mapped to specific CSV columns, including logic for assigning patron codes or populating fields like UDFs. This kind of flexibility would greatly reduce the staff time needed to prepare files for import.

    5 votes

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  13. For TV series that have multiple volumes, or other volumed series associated with the same Bib record, I would like it when it prompts me about which volume I would like to place a hold on, to also give me the option to place a hold on all volumes.

    13 votes

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  14. Under the top level of the My Account tab on desktop, you see more information than you do under the top level of the My Account tab on mobile.

    See attached screenshots.

    I would like to see the same info on both.

    Thanks.

    1 vote

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  15. When creating a new item record on a bib, it would be wonderful if while typing in the volume field, Leap automatically suggested volumes from other items attached to that particular bib. This would help ensure standardization of how the volume is entered on each item record (eg. V.1 vs V. 1 vs. V.01) while also allowing the libraries to add a new volume number for volumes 2, 3, etc. since it would suggest while typing rather than changing the volume field to be a drop down menu of pre-defined options.

    15 votes

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  16. When items are checked out through SIP2, Polaris includes the "You just saved __ by using the library" text in the response. However, this information is not available when using the ItemCheckout method through PAPI.

    As we start moving vendors away from SIP2 and towards PAPI, we'd like to replicate the functionality of SIP2.

    Thanks

    15 votes

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  17. Polaris supports a preferred pickup branch for patrons. This request is to extend that support to allow the patron to set a preferred pickup area.

    Many patrons prefer to 100% always use a particular pickup area, for example outside lockers. So, they shouldn't have to select that area everytime they make a request.

    This would allow them to set their own preferred pickup area the way they can set a preferred pickup branch. This preferred pickup area should also be used when the staff bulk places a title on hold for a batch of patrons, again the same way the…

    40 votes

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  18. When we create a weeding record set, before sending it to the approval dashboard for review, we'd like to have a way to mark items in the set as "not found" or some other indication that the item is not on the shelf. Right now we can update items individually to another status (missing for example) or remove them from the record set. We would like the ability streamline this and mark the item directly in the weeding record set.

    This is similar to these ideas: https://ideas.iii.com/forums/951742-ils-polaris/suggestions/48218423-weeding-record-sets-need-to-have-picklist-function

    https://ideas.iii.com/forums/951742-ils-polaris/suggestions/47533493-weeding-record-set-functionality

    6 votes

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  19. We would like Polaris to transition expired patrons to Deleted after a specified time frame. (Such patrons would of course need to have no lost items or checkouts.) We envision this working like Lost Item Transition and the Missing Item Transition. Ideally, we could also set a fine threshold to only delete those expired patrons with less than a certain amount of fines on their cards.

    Adding this feature would allow a library to automatically remove expired patrons and allow for a more streamline process for deleting the ones they wanted.

    20 votes

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  20. Adding the patron modification date and the name of the last modifier of a patron record would allow staff to narrow down when records were modified and by whom. The ability to track these changes would be particularly useful to Outreach staff who may need the statistical information about patron records they modified while working off site. Ideally, this addition should be added to the report outputs in SimplyReports and added to Leap as well so that public service staff can easily access this information. In Leap, adding Last Modification Date and User to the list of keyword fields in…

    20 votes

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