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ILS - Polaris

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ILS - Polaris Updated

Request Manager go back to where you were

Circulation, Access Services & Fulfillment UNDER REVIEW

ILS - Polaris Updated

Improve Hold Notifications in ExpressCheck

Circulation, Access Services & Fulfillment UNDER REVIEW

ILS - Polaris Updated

Add searching PO Status date and POLI Status date to Find Tool.

Acquisitions, Serials & Inventory Management UNDER REVIEW

ILS - Polaris Updated

Automatic notification for holds on missing items

Circulation, Access Services & Fulfillment UNDER REVIEW

ILS - Polaris Updated

Managing holds

Circulation, Access Services & Fulfillment UNDER REVIEW

ILS - Polaris Updated

Customize Order of Holds in Polaris ExpressCheck

Circulation, Access Services & Fulfillment UNDER REVIEW

ILS - Polaris Updated

Display place in queue when hold is inactive

Customer Relationship & Account Management UNDER REVIEW

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707 results found

  1. There are lots of things that can go wrong with holds fulfillment. From things remaining too long in the RTF, to holds that were item specific, and now the item record has been deleted, holds on bibs where all items are restricted from filling bibs, holds where the item has been shipped months ago, holds where the volume-level hold information is incorrect.

    While there are reports that some libraries run for this, those are not "front and center" in most workflows for ALL libraries to be aware of them and be taking action to handle them.

    About the best solution…

    5 votes

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  2. For library consortiums, it would be helpful for individual libraries to set their webpage catalog to just show items in their library. Patrons have the opportunity to put a REQUEST on items from their home library OR go to the full consortium catalog to see if an item is available and request an item from there. It is very confusing for patrons to see multiple items, e.g. a hardcover and paperback of the same book in the catalog. They request one but it may not be their library's copy. Wastes time and resources. We used to be able to do…

    1 vote

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  3. Adding an option to export to Excel any lists from the Request Manager such as Picklist Processing and the Request Manager.

    14 votes

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  4. Currently, receipt/slip configuration is hard-coded into Polaris system administration. Libraries are limited in what information they can add to a receipt or slip and do not have control over design elements in sys admin. Innovative does not recommend modifying the related SQL job to make changes there. It would be helpful to have greater flexibility and customization options for libraries, especially for hold and in-transit slips. For example, a library could configure in-transit slip information to match what is required by their library system's delivery service.

    103 votes

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  5. In our previous ILS, we had the ability for renewals to have a different renewal length compared to check out length. For example- books checked out for 28 days but renewals were 14 days.

    8 votes

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  6. When you use SimplyReports (née Simply Reports) and create a report and select a LIBRARY, the report data is actually using the branches at the time the report was created. It is essentially a branch level report with the branches a the time of report creation.

    This means that if you save the report, then you add a branch, that branch is NOT included in the report output. This causes confusion and extra work. There should be an option to truly make a "LIBRARY" level report, or part of the process of adding a new branch should go back and…

    24 votes

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  7. The ability to create keyboard shortcuts to insert (paste) pre-defined text. Prior to the advanced marc editor added in Polaris 7.6, our catalogers were able to use the program QuickPaste in which we had lines and lines of pre-defined text often used in creating bib records. This was a huge time saver and this no longer works with marc editor.

    Some examples of text we programmed are as follows:
    Ctrl+Alt+B – opens a list of pre-defined text which our catalogers could select from when creating book records.
    ‡atext‡btxt‡2rdacontent > inserted into the 336 field
    ‡avolume‡bnc‡2rdacarrier > inserted into the 338…

    59 votes

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  8. When a serial holdings record includes a pattern for a completely irregular issue, and the only chronology date on the issue is the year, the chronology day and month chosen when the publication pattern was set up is used for all following issues checked in using that pattern. The ability to manually adjust the chronology date would be very helpful, and would ensure that issues display in the correct order.

    In the attached image, the expected date shows the date that the issue was actually received. However, because the chronology date for the first completely irregular issue we received was…

    8 votes

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  9. Ability to have Polaris/LEAP send patrons an eReceipt for items they've returned.

    20 votes

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  10. 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.

    66 votes

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  11. Please expand the search functionality to include searching and pulling results for both the 024#a MARC tag, as well as 020#a

    Functionally this will improve searches as results will include hits on an ISBN whether it's in 020 or 024

    10 votes

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  12. We recently began integrating Polaris with cloudLibrary in an effort to keep our collection more up-to-date and have patrons' Polaris accounts reflect their cloudLibrary borrowing. Unfortunately, our results have been inconsistent because while the Polaris/cloudLibrary connection works, there is not a fluid integration between Polaris, cloudLibrary, and BiblioCommons, where patrons are also able to check out cloudLibrary titles. We would like to see full integration between all three vendors so that transactions on any platform are properly communicated to the others.

    3 votes

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  13. Have option to print Serial labels in all capitals

    4 votes

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  14. When using the INN-Reach Check In option in Polaris we would like it to display where the item is being transferred to. This can be done with a pop up display to acknowledge the transfer location or displaying it on the check in log after check in happens.

    Currently staff notice status went to transferred and need to open up the request to see where the patron chose to switch their request to.

    We know we can have Polaris print the ILL transit slip but we prefer not to waste the paper to basically quickly see where to send it.

    4 votes

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  15. 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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  16. We would like to request that transit slips print for INN-Reach items that have been borrowed by our patrons and need to be returned. When these items are checked in, no transit slips print for us to easily return them to the lending libraries. We came from Sierra, where this was standard. Adding the return transit receipt would streamline our workload back to what it was before migration as we won't have to look up these codes manually. It will also help staff recognize that the returned item is not ours and needs to go back to another library.

    4 votes

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  17. We have some serials that only have one level of enumeration, that resets annually (i.e. no. 1 is published in January and no. 12 is published in December and there is no volume number). It would be nice to have option to set the number of units and the continuity at this level.

    9 votes

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

    32 votes

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  19. 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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  20. 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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