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ILS - Polaris

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  1. When using the filter box in a Leap workform (for example, in Reading History, Out, holds or really anywhere you have ability to filter a view), please add an indicator of how many items are caught in the filter. For ex. a customer has 85 items checked out and wants to know how many DVDs they still have out. Typing DVD into filter reduces the list but doesn't tell you how many DVDs there are. The only option is count them.

    12 votes

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  2. When we are done using a routed periodical we have no way of checking in the issue for deletion. We don't assign a barcode to these issues so it will not allow a check in. We need ability to either delete a periodical in a Routed status or a quick way to un-route to then allow us to delete.

    Right now staff are forced into the item record and assign a barcode like "1", save record. Check in item. Then they can delete.

    3 votes

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  3. When leap offline data is uploaded, it goes into [LeapOfflineTransactionDataID]. This contains PII information of the items & patrons that performed CKOs. However, this data is never cleared by the system, even after it is processed.

    I can see keeping it around for awhile, but maybe have it follow one of the other settings in SA for purging data or set up a new SA setting for purging this PII data.

    5 votes

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  4. The add from file feature in patron record sets should allow importing by patron barcode in addtion to patron ID.

    51 votes

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  5. We would like the ability to made Collection a required field when adding item records. While we can instruct all of our members to have Collections selected as part of their templates, there is still the possibility of forgetting and having items that are missing a collection. Having a collection at minimum, and ideally collection and shelf location combination set on each item greatly helps wayfinding for the patrons, and we'd like Polaris to allow us to enforce selection of at least a Collection. Other customers may want to enforce selection of both Collection and Shelf Location. As long as…

    30 votes

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  6. 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…

    24 votes

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  7. Our previous LMS had functionality within the Solus app, where we could enter a collection code in the Solus CMS, and as new items were added in the collection it would automatically feed into a new items carousel on the app. It was a "set and forget" feature.

    With Polaris, it looks like our only options are to enter Bib IDs or ISBNs, or manually create & update Record Set IDs.

    It would be a great time saver if there was an option for an automated new items carousel. We raised the issue with our account manager who spoke to…

    6 votes

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  8. MARC records for non-Roman language materials come to us from OCLC with the vernacular script in the 880 fields. Since that doesn't display in Polaris/Leap like we want it to, we have been using MARC edit to swap the 880 fields with the transliterations contained in the regular MARC fields. We are hoping there can be a better way, and Polaris can simply let us choose to use the 880 fields for display when they are present OR display the 880 information alongside the transliteration.

    There are several places where the transliteration appears when we'd like the vernacular script to…

    14 votes

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  9. Currently, when limiting a search to the material type "Book", electronic resources (eBooks) are displayed as well. It would be nice if the material type "Book" only produced physical book results.

    52 votes

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  10. Our staff searches for patrons by date of birth to check for duplicate accounts. It would be nice to enter only one date instead of two.

    6 votes

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  11. Inventory Check-in via Leap is recorded as Check-ins for Item Statistic reports in SimplyReports. A way to filter inventory check-ins from statistical reports would be nice.

    13 votes

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  12. Be able to bulk add stat codes. Currently we can only add at the branch level manually because the library and system level tables are too large. This requires a manual change or contracting Polaris every time we want to add stat codes for all locations.

    15 votes

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  13. Currently, when a user clicks on the library’s logo in the PAC header, we can specify a URL that opens. However, when they click it, the URL defaults to opening in the same page rather than in a new tab, causing the user to lose their PAC page and possibly their search results.

    It would be helpful to have a branch-level option to change that default to open a new tab instead. It could be included with the other configuration options under Profiles > PowerPAC > Page Header Options in System Administration.

    Yes, it is possible to ‘force’ a new…

    14 votes

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  14. Opening Day Collection orders are created when large numbers of new books and videos are needed to either create an entirely new collection for a branch or to partially replace a collection. Large orders tend to produce large quantities of invoices; for this reason, streamlining all possible aspects of invoice payments is essential to help expedite payments for these orders. It would be very helpful to all libraries if Polaris offered functionality to assign a specific cataloging fund to Opening Day Collection orders. The new functionality would save libraries significant labor when paying invoices for these orders without affecting regular…

    11 votes

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  15. It would be useful for administrators and reporting if item records were not physically deleted from the database. Maybe the introduction of an additional item record status that leaves the record in the database but excludes it from all aspects but reporting and administrator access?

    In our case we need to report periodically on item records being deleted. Once the record has been double deleted by a branch, I can no longer see it in Polaris, so I am relying upon spreadsheets captured at different points in time to capture the necessary data. Having a status of "logically deleted" could…

    8 votes

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  16. 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).

    35 votes

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  17. Currently the preview screen in Client and the Bibliographic level statistics screen in Leap provides circulation by Owning Branch. It would be more helpful in determining where a title is popular (and more useful for acquisitions) to have this data based on Loaning Branch. Use on a specific copy would still be accessible on the item record. If circulation by loaning branch can't be provided there, having it accessible elsewhere from the Bib record would be great.

    9 votes

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  18. 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.

    45 votes

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  19. Our consortium just transitioned from Sierra to Polaris. When our item records were brought over, volume information was included in the volume field of an item record. Because no serial holdings information transferred from Sierra to Polaris, we have been recreating our Serial Holdings Records. When we generate items from the SHR, the issue information (chronology and/or enumeration) appears in a separated designation field on the record, which makes the display look terrible. An option to make the chronology/enumeration information appear in the item record's volume field instead of in a separate designation field is absolutely necessary for us to…

    2 votes

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  20. We would like to have more enhanced data fields within SimplyReports in order to help users create reports that can fit their needs a bit better. For example, we recently ran into an issue where a staff member wanted a field that can indicate status descriptions for Lost/Unpaid or Lost/Accruing. In this case, it was explained that there would need to be a combination of patron account information, item status information and library settings needing to be available in order for this to work. Can possibly looked into for the future?

    24 votes

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