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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. Currently, there is only one way to receive and invoice orders in Leap. This workflow consists of receiving the line item from the purchase order and copying it to the invoice. In the Client, staff have the option to use a more efficient process called Rapid Receipt. Rapid Receipt allows line items to be received and copied to the invoice at the same time. In our consortia, a significant amount of libraries use Rapid Receipt. They are concerned that it has not been added to Leap yet. Since Rapid Receipt is available in the Client, the same functionality should be…

    56 votes

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  2. 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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  3. 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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  4. 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…

    25 votes

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  5. 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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  6. Record the borrowing library's agency code in the item history in case damage is noticed after checking in the item. Once the item is checked in, there is no way to track which library the item was returned from.

    8 votes

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  7. 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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  8. 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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  9. When using a record set, it would be helpful if there was a column that shows when the item was added to the record set. We use record sets to create carousels that show new items on our PAC. The date added to record set would be helpful so we could remove the oldest things when refreshing our carousels.

    50 votes

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

    4 votes

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  11. We already have the option in 7.6 to export print, phone, and TXT notices via the native Polaris admin settings. The only format that cannot be exported is email.

    It would make notices integrations to third-party and other hosted solutions more accessible and easier to maintain if the same functionality were supported for all notification methods.

    6 votes

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  12. I would like to have the ability to edit the "Last Used Purchase Order Number" field. I have a FY** prefix attached to each PO I create and would like to restart the numbering at 1 at the beginning of each fiscal year. Currently, our Site Manager has to reset it for us.

    9 votes

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  13. We often use the "Holds" reports of Simple Reports to watch demand on titles - especially the Hold Count report. It would be very helpful if UPC could be one of the output columns, so that we could copy it for media, which doesn't always have an ISBN in the vendor MARC.
    Right now we have to output the bib record id, copy it and search in Polaris, then copy the UPC from there.

    14 votes

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  14. Some libraries use tools like Deep Freeze (that discard any changes to previous work sessions) or manage settings so that browser caches are cleared when closed or when the user logs out. Since Leap Offline stores data transactions in the browser cache, anything that is not uploaded to the database will be lost in such occurrences.

    72 votes

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  15. If there is an issue with a scheduled Simply Reports job, it must be rerun manually. This includes problems with the SQL Job Polaris scheduling executive. For example, if one report takes longer than 30 minutes to run, the scheduling executive won't allow another instance of that SQL job to start, causing reports to be missed. Additionally, reports can be missed if the server is offline for a variety of reasons including during upgrades. Simply Reports should check the last run date for the report and reschedule it if the elapsed time is greater than the scheduled interval.

    7 votes

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  16. Support for Virtual Machine Scale Set (VMSS) allows for automated OS upgrades and patching thus creating a more secure solution than a standalone VM.

    2 votes

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  17. We use remote lockers that connect with SIP2 to the ILS. We are unable to send ILL's to the lockers and have them trapped by the locker software using SIP2 as all other materials that are in Transit status are able to be trapped via SIP2.

    2 votes

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  18. LFPL would like the ability to search for patrons by their username in LEAP without having to use the SQL search

    15 votes

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  19. At times our vendors send us a substitution for the item we ordered. It would be helpful to be able to change the dollar amount in the POLI when this happens so that the encumbered funds accurately reflect what is on order.

    20 votes

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  20. Allow 775 subfield Z MARC to be searched when searching for ISBNs.

    6 votes

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