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ILS - Polaris

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  1. A customer contacted us recently and asked if we could possibly add a feature where lists can be sorted alphabetically by title. Since this functionality isn't currently available in the API, I wonder if it could be added?

    Mark W. Jarrell
    mjarrell@richlandlibrary.com
    Web Applications Developer | Richland Library
    1431 Assembly St. | Columbia, SC 29201
    Access Freely at RichlandLibrary.com.

    9 votes

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  2. Allow bulk change to all fields in the bulk change workform when the record set contains patrons from more than one registered branch. Currently, the system requires that a single registration branch must be applied to the patron records before changing the patron code and/or the library assigned blocks. These values are set at the branch level; however, most libraries use consistent patron codes and blocks across branches.

    This was previously submitted in the old enhancement process:

    "Bulk changing a patron code requires the selection of a registered branch. We request that this requirement be suppressed if all branches can…

    24 votes

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  3. SimplyReports offers only one format when downloading the results of a report, and that is a questionably formatted xls file that always throws a warning when opening in Microsoft Excel. Microsoft left the xls format behind almost 15 years ago when they launched the xlsx format in Excel 2007. My idea is not only to update the downloadable report format to xlsx, but add reporting formats now common in data handling and processing:Update xls and replace it with xlsxAdd export to OpenDocument Spreadsheet (.ods)Add export to CSVAdd export to JSONAdd export to PDF

    Additionally, it'd be an excellent update to…

    115 votes

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  4. Record sets that are owned by staff remain in the system forever if those owners don't clean them up. We would like Administrators to have co-ownership of those sets.

    Idea Value
    Administrators can maintain and clean up orphaned record sets.

    92 votes

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  5. We would like an optional field in the patron record for preferred pronouns. This field should be available at the top of all patron registration views near Last name, First name, Title etc. It should be available to display on the Patron Status and Check-out screens via System Administration under Parameters, Patron Services, Check-out: Optional patron data. We would also like to be able to display it on phone notices, but not mailers.

    Idea Value
    As our libraries strive to be more inclusive, we would like a way to record the patron's preference other than using a note field which…

    87 votes

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  6. The ability to un-cancel a cancelled Purchase Order Line Item. Sometimes an order cancelled by a vendor will arrive anyways, or one edition is cancelled then later substituted for another. In these cases, it would be preferable to un-cancel the original POLI than to create a new one, or start from scratch at the invoice stage. Un-cancelling the POLI would also allow us to maintain the connection between the POLI and the Invoice Line Item.

    Idea Value
    This would save time and confusion for acquisitions staff, and allow us to maintain the connections between PO, Invoice and Item.

    78 votes

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