507 results found
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Add a copy button to supplier records in Leap
The ability to copy existing records makes record creation more efficient. In the Client, staff have the ability to copy an existing supplier record to create another one with similar information. This happens when staff have multiple supplier records for the same vendor because they have separate account numbers. A copy button is not in the supplier record workform in Leap yet. It should be added to the actions drop-down menu of the supplier record like it is in other record types. This will allow staff to feel like the transition to Leap will be easier since it is a…
34 votes -
Add eReceipts as an option in LX Starter.
The only option for eReceipts is plain text. It would be a fantastic feature to customers to be able to build a nice HTML email for them.
14 votes -
Ability to Merge Supplier Records
I have occasionally found multiple supplier records for a single supplier account, whether added by mistake or under multiple names (Thomas Klise and Crimson, for example). When these supplier records are accidental duplicates, I believe it would be helpful to have the ability to merge them (retaining all linked POs and invoices) to maintain one supplier record per account.
22 votes -
Patron Notes field - pop-up alert on check out
It would be useful to have a pop-up alert for notes to patrons that are important, but not so urgent we need to block their record. This would mean that when staff scanned their card at check out, there would be an obvious pop-up to alert them of a message, rather than relying on them noticing a colour change to the Notes link.
16 votes -
Ability to block holds by resource group or vendor account
Library staff frequently place holds that can’t be filled on the records for e-books from non-integrated vendors like Hoopla. Canceling these holds takes time. Since we still need to allow holds for the integrated vendors, we can’t change the material type to unholdable in system administration. Adding the ability to block holds by resource group or vendor account would solve the problem.
29 votes -
Add series info when linking
Currently, if I want to add series information for a book in the item record when I link it, I would need to put it in the volume field. It'd be nice if there was an easy way to indicate if a book is part of a series and where it falls in the series without it creating a super long call number. Series info isn't standardized when it comes from publishers and isn't always included in the MARC record. This does make a difference for my patrons to know if a book is part of a series and would…
12 votes -
Checkin Lost Item as Damaged
If an item has a "lost" status, and is returned damaged we are unable to change the status to "damaged" via the check-in damaged option (must be in/out for damaged check-in to be used). This would be helpful for situations where the patron returns an item that was declared lost (either automatically by being +30 days overdue or manually) and then later found and returned to the library via drop box, to be able to demonstrate the item was returned damaged with no previous poor condition notes on the item.
9 votes -
Add notes field to Polaris Staff Accounts
We occasionally need to document the use and purpose of special staff accounts. Mostly we do this to make sure they don't accidentally get deleted.
Historically we did this by using the email address field on the staff account. Now in PolarisAdmin (Web) it enforces email address formatting rules in that field so we can no longer use that field.
This was always a hacky work around. It would be better to have a notes field on polaris user staff accounts like patrons do. It should be up front and in your face though and not hidden behind menus. Again…
15 votes -
Show Due Date for ILLs in Request Manager
Our ILL clerk would like to be able to see the due date for ILLs from the request manager, so she can make sure that the dates have been added correctly to these items. She currently has to go into each item individually to make sure they were correct.
12 votes -
Changing Lost to a Claim
We have customers who do not pay attention to their notifications and an item gets declared Lost that they believe they have returned. I would like to have the option of taking an item that was declared Lost and making it Claimed Returned and even better if it could auto-waive any associated fines.
20 votes -
Stacked Sorting
We would like the ability to do stacked sorting in searches and record sets. This would allow the user to sort by one aspect and then another with it stacked (eg. sorting by pub date and then call number, so you see items within a call number in pub date order). In both searches and record sets, it only seems to sort by the current choice, meaning the way it's sorted within that one type is random (or alphabetical by title, which isn’t always the most useful).
7 votes -
"Today" on Date Picker
When using the date picker, we'd love an option to select "Today" and have it set the date automatically for us. When updating really old cards, it can be a pain to have to select a date with the picker when we have to change every field. Typing is limited in its ability to be a workaround, because it requires specific formatting in order to work.
12 votes -
Include perioidical issue information in overdue notices
We had a patron complaint that the email notices do not include magazine issue information, only the main title. The notices also do not include item barcodes, so there isn't any data to match against a specific issue. Could information from the Issue field in the item record be displayed in overdue notices?
14 votes -
Authority record cross references should be searchable during a keyword bibliographic record search
In the Polaris client the bibliographic keyword index does not include or link to terms found in the cross reference fields (4XX & 5XX) of authority records, essentially making these references useless during a keyword search. These additional terms within authority records should be indexed in the bib record index for better, accurate search results.
The only way to access "SEE" references (4XX) during a bibliographic search is to choose a specific index (search by Author, for example) and change "type" to "Browse" rather than keyword, phrase, or exact match search.
For example, the actor Aunjanue Ellis-Taylor's name authority heading…
32 votes -
Hide libraries and branches in Polaris System Administration
Sometimes libraries leave a consortium. Sometimes a branch is closed or merged into another branch. And after the Polaris ILS Admin takes care of clearing out all the bib, item, and patron data... the branches and libraries remain in System Administration.
Just sitting there and doing nothing.
I know it's a huge pain to remove a branch or library from Polaris and I know there's likely an extra cost to it because it's such an involved process.
So add the ability to hide them instead.
That way, when a library leaves the system, you're not wading through the settings and…
26 votes -
Cancel Holds in Bulk Based on Item Circ Status
We’d like the ability to “bulk” cancel holds for items by status (lost, missing, withdrawn, etc.) either by being able to view the circulation status in the patron holds view, or by having the ability to “bulk” cancel holds from a record set.
12 votes -
Hoopla integration with Polaris
The current process of loading and removing Hoopla records in the staff client is tedious and time-consuming at best. We stopped adding Hoopla records to Polaris because we don't have the staff capacity to deal with the monthly 'remove' lists. An API integration similar to CloudLibrary would be a huge time-saver. CloudLibrary automatically imports records and then sets them to 'withdrawn' when the title is no longer available. The Hoopla database is enormous, so the ability to add some parameters of what to pull would also be helpful.
14 votes -
Add LC approved fields to Cataloging more quickly
Catalogers have been waiting since January 2020 for MARC field 532 - Accessibility Note to be included in the MARC bibliographic validation table. This MARC change was approved by LC in 2018 and has been showing up in AV records ever since. Catalogers see a "not defined" error message when saving a record which includes an unvalidated field.
Currently we may only add a local MARC tac to the validation table (eg 9XX, X9X or XX9). Otherwise, it must wait for the LC MARC bibliographic update to be implemented by Polaris development in a new Polaris version. We now hear…
10 votes -
Bookmobile address locations for hold pickup
Bookmobiles move around. When customers get the holds notice, the address listed on the notice is usually the bookmobile home address. The customer shows up only to find that the bookmobile isn't home. We have pickup locations for the customer to choose from in the PAC, but they do not have addresses assigned to them. If they did, we would want that address to be used on the holds notice. Can this be a LX starter and/or Polaris enhancement for Bookmobile.
7 votes -
bulk change due dates
Allow libraries to bulk change due dates of items to account for unexpected closures. Would be ideal to be able to do this from a records set. Or create a SQL job and put it in GitHub or some other accessible location for libraries.
13 votes
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