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ILS - Polaris

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  1. When checking-in an issue of a Professional serial, Leap will give a notification that a route list exists for that title. Leap will not link the new issue to the route list or print the list. Currently, my library has to use staff client when checking in Professional serials. It would be very helpful if this feature would be added to Leap.

    11 votes

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  2. More and more libraries circulate mobile wifi hotspots to the public. Polaris and Polaris Leap do not currently integrate with Kajeet, which is one of the more popular wifi hotspot providers for schools and libraries. It would be beneficial to libraries using the Polaris ILS to be able to streamline the circulation process such that checking in/out a hotspot in Polaris also activated/deactivated the hotspot itself.

    5 votes

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  3. We receive vendor records with file extensions .FIL and .001. We are able to import these in the Client but are not able to import them in Leap.

    18 votes

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  4. Similar to the change in 7.6 for Item Changes, it would be beneficial to be able to make the ad hoc changes to patron records. Our libraries could easily change their Juvenile patrons to Adult patrons using the Find tool.

    15 votes

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  5. Please add a checkbox to exclude Inn-Reach items on the picklist. Inhouse requests are searched separately and by different staff than those who handle Inn-Reach requests, and so it would be nice to have their lists only display inhouse requests. Thanks!

    2 votes

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  6. The Collection Agency Report currently includes a field for RtrndMaterial.

    Apparently whoever designed the report defined this field as "Value of material returned. (RetndMaterial)...The value is the sum of all replacement charges for lost or billed items that were originally charged by the reporting organization and that have been waived."

    In other words, if your staff waives replacement charges, that gets reported to the Collection Agency as returned material, even though no material was returned and the library has gained nothing. This paints an unrealistic picture of the results of your collection efforts and allows the collection agency to suggest…

    3 votes

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  7. Libraries need a way to quickly alert communities to closures during an emergency across all PAC pages. A banner appears across all pages of the PAC and is easily edited. 

    34 votes

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  8. Allow POLIs and INVLIs to be moved by staff with the correct permissions to a different bib than they were ordered on.

    We regularly order something that the vendor record matches to an ISBN in our catalog - sometimes this is because we have multiple ISBNs on a bib but the record is for a particular version, sometimes (mostly with AV) it is because the UPC has not been assigned as unique (rated and unrated versions, for example).

    When this happens, we would like the ability to move and reassociate the POLIs and INVLIs with the bib that houses the…

    28 votes

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  9. It would be helpful if we could move rows up and down in the item statistical class code policy table. We have librarians transferring items between branches that have statistical class codes in them. The codes will automatically change to a different code when assigned to the new branch because the position of the code in the policy table does not align. The cataloger must remember to update that field to the correct code.

    This would be beneficial to our librarians, simplify their workflow, and prevent errors.

    13 votes

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  10. We need a way to bring perennial critical patron info to staff attention without creating blocks for customers or forcing staff to open the full patron registration. Having this info in the patron record header or properties would be ideal. For example: at our library, customer registered at branch is not critical info yet it is the most prominent value displayed in the header after name and card number, if we could designate UDF values to take it's place (such as bookmobile stop or language assist needed) or have space to reveal a designated UDF value under patron properties, it…

    16 votes

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  11. Working with the weeding-type record set workflow in an attempt to streamline, we have found the absence of an option to create a Bib record set from the available actions takes us a rhetorical two steps back from before (when we weeded via item record sets). Once the items have been withdrawn, we now have to go through each withdrawn item's record to their respective bibs, to uncheck "Display in PAC". It would be nice to add a "Display in PAC" uncheck in the Weeding template creation - however, it would need an added function to alert staff of bibs…

    4 votes

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  12. Please add a link for the serials holding record to the bib record for serials, either under the Links menu or by displaying the serials record ID. Because the search box in Leap only retrieves bib records, often staff forget that they are looking at the bib record for a serial and so they have to perform a new search using the Find tool to get to the holding record. The only workaround I've found is to click on one of the items and then click the issue record ID, as on that workform the serials holding record ID displays…

    22 votes

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  13. I love Polaris/Leap 7.7's INN-Reach check-in screen for receiving resource sharing items. Thank you for the update!

    Please make it smart enough to handle returns to the owning library as well (or create a similar screen for returns), so staff doesn't have to do the cumbersome, branch-by-branch return process in Request Manager.

    Thanks!

    2 votes

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  14. When using import profiles for EDI ordering you must add the "retain 020" field in order for the 020 to overlay onto an existing bib record when ordering additional copies. This is annoying because each time you reorder, another 020 line gets stamped into the bib - adding more lines for Cataloging staff to delete when the item comes in.

    If you remove the "retain 020 tag" no more duplicate 020s get stamped onto the bib, but also any new-to-the-bib 020 also does not get added. This is a problem especially with AV, where some vendors use a 020 tag…

    22 votes

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  15. It would be helpful to be able to create or update, via PAPI, patron registration records with the Title and Suffix fields populated. Currently, there is no way to ingest this information when using custom registration forms that utilize PAPI to create patron records.

    2 votes

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  16. In Simply Reports, some filter menus do not populate options until a library/branch is chosen (i.e. Shelf Location, Stat Code, Statistical Class). This is helpful for consortia because the menus only become populated with the options available at each selected branch(es), keeping the options to a manageable size.

    We would like to see this dynamic menu functionality applied to the Collection, Material Type, and Patron Code filters as well.

    Currently, our consortium has 55 Material Types, 57 Patron Codes, and 284 Collections to choose from in these menus, which becomes quite overwhelming for users and involves A LOT of tedious…

    18 votes

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  17. I would love the ability to check out all of a customers holds at once, similar to the functionality in Outreach Services and Borrow by Mail.

    11 votes

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  18. In Polaris, a single delete of a bib/item record will result in that record being 'marked for deletion.' It is no longer visible in the PAC, but is still visible in Polaris with a Deleted status. Deleting a record in Deleted status, or what we've termed 'double-delete,' will result in the record being fully purged from the database.

    Sometimes, staff will delete a record and go back to it to verify the deletion. They see it's still visible in Polaris (missing the Deleted status) and delete it a second time. This accidental purging results in no longer being able to…

    24 votes

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  19. Expand upon Leap Patron search by 'Notification Option', and 'Wireless Carrier'.

    4 votes

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  20. The Damaged feature in Polaris 7.5 was implemented without a permission to enable libraries to turn it off if they prefer their existing procedure. Because we can't turn it off and we have several hundred staff members, many new, all of whom do not have all our procedures memorized, some of the staff now use the Damage feature. This means that we now need a report to catch these transactions and extra staff time to undo them. To try to mitigate, we changed the string "Damaged" to "Do not use". It would be much preferred if a permission would allow…

    13 votes

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