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ILS - Polaris

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312 results found

  1. 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…

    7 votes

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  2. When sorting by a column, then choosing an item and hitting located, it resets the sort back to the default.

    This is not ideal at our larger locations who may be pulling dozens of items at a time.

    24 votes

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  3. Currently, patrons receive a default email message when their hold is cancelled. It would be great for staff to have the ability to enter a reason or write a brief message letting the patron know why their hold was cancelled.

    91 votes

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  4. Please allow libraries to limit online registrations by their selected geographic location (state, county, city, zip code, etc.). We have too many people signing up that are outside our location and then using the resources which eats up our budget thus robbing our true patrons from their share of the resources.

    We currently have to comb through the registrations and find the "out of area" one and manually delete them. Would be better to prevent them in the first place. Never goodwill to give and then have to take away.

    This will help Library staff and Library patrons.

    18 votes

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  5. 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…

    11 votes

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  6. 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…

    10 votes

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  7. In addition to Single Sign-On (SSO) support for Microsoft Azure and ADFS, please consider support for Google Workspace. We recently migrated all of our email for our consortium (42 members) to Google and would greatly benefit from the ability to use the already signed-in information to authenticate into Leap. See screenshots for a design/concept mock-up.

    11 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…

    12 votes

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  9. We currently have the ability to set the default status for the 3 request manager views but it would be great to be able to set a default VIEW for request manager to open in as well. At our library, Request Manager is intensively used for receiving incoming INN-Reach requests (ILL view) and it would save time if we could make that the default view.

    8 votes

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  10. When libraries within our consortium borrow and lend items among each other, they send those items through the mail. Currently, they have to manually look up each other's mailing addresses (many times by Googling which isn't always accurate). It would save staff time and reduce errors if a library's mailing address could be included on the In-Transit Slips.

    This would also allow for libraries to ensure the requesting library has their 'preferred' mailing address if an item needs to be returned to a location other than the owning library. For example, if a Main Library processes holds for its smaller…

    18 votes

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  11. 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…

    9 votes

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  12. I would like to be able to run reports in Simply Reports to get our item return statistics broken down into time increments (such as hourly), as well as by date.

    This would be useful for tracking busy times and identifying trends/patterns at our library.

    6 votes

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  13. It would be awesome if we could add or adjust the information that displays on the Check In screen in Leap, for example to include an item's shelf location for easier staff sorting - and it would also help to catch Display items that have circulated on their return.

    5 votes

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  14. There are times when we could easily fix bib records via SQL but may run into issues where the index may no longer be valid and the updated bib records may not appear or be omitted in search results. Instead of requesting for a FULL database re-index, we could easily group the involved records into a Record Set and use Bulk Change with a "Miscellaneous" tab with the option "Re-index Bibliographic Records".

    20 votes

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  15. Allow multiple selections of Organizations & Patron Codes to populate Material Type list (lower table) on the Patron / Material Type Loan Limit Blocks, Policy Table.

    13 votes

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  16. As a multi-branch system that floats some of our collections, we desperately need a way to set limits on the number of copies on shelf without giving up our ability to set limits on overall floating collection size. Currently in Polaris you must choose one limit or the other. Being able to spread copies throughout our system makes them more available for discovery and increases circulation.

    31 votes

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  17. A request for an enhancement from our Homebound Services (Outreach) department: In Reading History, it would be beneficial to generate an alert (has had) from the Reading History when placing a hold, not during check out of the item. Presently, the current setting notifies staff at check out whether the patron has had the title already.

    20 votes

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  18. It would be great to have an option to go back and view recent search history or search results in the find tool in Leap. I often close out of a search too soon and realize I need to go back for more information, or realize that I actually had the results I needed two searches ago.
    Being able to quickly view recent search results rather than constructing the whole search again would save a lot of time.

    78 votes

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  19. Often library staff place requests on specific items and need to follow-up when the item is returned (check condition, re-label, compare copies of title, replace, discard, etc.). Our previous ILS supported a hold notes field that would display the saved note when the item was checked out. This reminded staff of why they had requested the item, or would let another staff member know what needed to be done with the item when the hold was filled. The note would either display as a pop-up or as part of the table of checkout information. The note could be printable if…

    17 votes

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  20. Allow for more than one template/profile when integrating with Overdrive or other vendor. Currently, we have to manually change all eaudiobook material from ebook.

    8 votes

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