676 results found
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Record reason for discarding items
We would like to put in a reason for discarding items. Records are being challenged in court and they want reasons for weeding each item.
6 votes -
Recall function
Create a recall function that is separate from the holds queue so Technical Services can get items back (for relabeling, for weeding, etc.). Technical Services often use internal cards to place holds on a specific barcode. This sometimes work, but has a few drawbacks:
1. The hold disrupts circulation (renewals, other holds, potentially in-transit)
2. If the item goes into a status that cannot fulfill holds (e.g. item becomes LOST), the holds will go back the queue and be reassigned to another item on the bib. Technical Services usually needs the specific barcode, not just any item on the bib.…
51 votes -
Trap hold with first item received
Our libraries in our consortium are frustrated when items from other libraries arrive to fill holds for their patrons and their own copy is sitting on their shelves, making the process look rather inefficient.
What I think might solve this is implementing SirsiDynix's "Trap hold with first item received" feature. Rather than try to explain it myself, I've quoted it from their website below:
"Using the "Trap hold with first item received at pickup library" feature, the system can be configured to allow filling a library user's hold with the first holdable copy of an item received at the pickup…
42 votes -
Bulk waive criteria should allow user to specify maximum or minimum amount of charge to be waived
The new(ish) bulk waive options in Leap are extremely useful, but library administrators often want to waive charges of a certain amount - usually "waive all charges of less than X dollars." The current interface, however, doesn't allow the user to specify an amount for the charge to be waived. This would be very useful and would avoid the need for creating a SQL statement to identify such charges. The scenario of waiving all charges greater than a given amount is less likely, but if you're adding the ability to specify a maximum, why not add the option for a…
7 votes -
LEAP - Add Received Date and User to POLI segment view
By adding received date and user to the POLI segment view, we would be able to quickly troubleshoot issues without needing to run reports.
5 votes -
Scheduled holds/checkouts
The ability to schedule holds or checkouts in advance would be a valuable feature for both libraries and patrons. Many libraries offer a variety of items beyond traditional books, such as computers, StoryWalk kits, activity kits, technology kits, and other specialty collections, that patrons may need to access on a specific date or for a particular event.
Allowing patrons or staff to schedule a hold or checkout for a designated day would help ensure that high-demand or event-based materials are available exactly when needed. For example, educators, community organizations, and families often plan programs, classroom activities, or events well in…
4 votes -
Expand Bulk Change to allow editing
Currently, Bulk Change allows staff to replace existing information in free-text fields, and add to the beginning or end of the field in some cases. However, existing text cannot be edited.
For example, if a group of item records need the volume numbering changed from “v.” to “vol.,” Bulk Change cannot update all the items if they have different volume numbers. Staff have to replace “v. 1” with “vol. 1,” then do all the v. 2s, then v. 3s, and so on. Similarly, if a library discovers that some of its records have incorrect diacritics, each word must be changed…
54 votes -
Send patrons a notification when holds go into Not Supplied status
Unless patrons are regularly monitoring their account (some don't even do this at all) they would have no idea when their holds go into Not Supplied status. Having a notification for this would alert them to take some sort of action (try to reactivate if possible, order another edition/version, contact the library for other options).
23 votes -
Automatic Posting and Sending of OverDues to Library Directors
Post OverDue notices to the database without printing them. We have libraries that are not regularly printing and posting to the database overdue notices so items move in the system to missing and withdrawn before some libraries ever send out a notice. Some libraries haven't sent them in 1-3 years. So, I want to post them and then email a pdf on the overdues automatically on the first of every month.
10 votes -
Allow staff to select sounds
Allowing staff to select different sounds when checking items in and out would be a great benefit. For example, when checking an item in and there is a hold, a different sound would help alert the staff, or when a patron's library card is scanned for checkout, a custom-selected warning sound would play. At busy times, it is easy to just go with flow because all the sounds are the same.
6 votes -
Merge patron function write note to Dated Notes
When merging patron records, the system currently appends merge details to the Non-Blocking Notes section. However, with the introduction of Dated Notes and the ability to hide Non-Blocking Notes, this information can be lost depending on system settings.
We would like to see one of the following options implemented:Allow administrators to choose where the system writes merge notes.
Have the system automatically write merge notes to both note types (Non-Blocking and Dated Notes).
5 votes -
Clean any invalid characters on import of MARC records
Recently, Ingram sent us a MARC record that caused the record to both not show up in LEAP and not be available for API calls, so it didn't show up in our discovery layer either.
It ended up being that there was an invalid character ([ERR] FOR XML could not serialize the data for node 'data()' because it contains a character (0x0019) which is not allowed in XML.) in the MARC record causing this.
It would be helpful if Polaris would clean any incoming MARC record of characters it knows will cause issues.
7 votes -
Place multiple holds for one patron in a purchase order
It would be very helpful if Polaris had an option to be able to highlight multiple titles in a purchase order whether in the pending process or released process by being able to select multiple titles, right click, and PLACE multiple holds for one patron.
8 votes -
Leap: quickly copy line items
One impediment for our processing staff in moving to Leap is the lack of the ability to quickly copy a line item in Leap (here's the process in the client: https://documentation.iii.com/polaris/7.6/#PolarisStaffHelp/Acquisitions/PAorder/Copy_a_purchase_order_line_item.htm)
The same process in Leap involves several more steps:
1.Go back to the PO
2. click new line item
3.fill out line item details
4. click on segments
5. click new segment
6. fill out Collection Code and FundA quicker way to get through a PO would be if we could add the same segment to all of the line items at once, e.g click the check…
17 votes -
Staff's ability to make item bulk changes should follow permissions for item record change
Currently item bulk change functionality allows staff to bulk change fields that they can't change in individual item records. This allows staff to modify item records using bulk change when they're blocked from modifying directly in the item record. The same permissions should apply to bulk change:
• Item records: Modify cataloging view
• Item records: Modify source and acquisitions view
• Item records: Modify reserves view
• Item records: Modify history viewThe library feels this is a data security risk. Fundamentally, here is the question: what is the purpose of the permission Item records: Modify cataloging view?
If…
55 votes -
Option to Post Holdings to OCLC
In Sirsi, there was a quick option to post holdings to OCLC (for ILL holdings). In Polaris, we have to use OCLC Connexion and post the holding there for each item that is not automatic (like items from Ingram). This is not ideal, as it takes more steps to log into Connexion and find a good record (when we are already locating the record once from a remote database when we add the record in LEAP). It would be nice if there was an option to click to post the holding while cleaning up the record.
5 votes -
Auto delete dated notes
We would like the ability to set a date parameter to auto delete dated notes. Our retention policy is to not keep any notes on a patron older than 5 years. Currently our staff need to manually look through all patrons with notes and delete the old ones. Now with dated notes we would like it to do this process for us possibly with an overnight process.
Bonus if it can also avoid dated notes that might be flagged in a way to not delete.
6 votes -
Flag a dated note to float to top
We would like to set a dated note to auto float to the top. In the old notes we always put important notes on top so that it catches a staff members eyes quicker than reading through all the notes. We would also like to flag it in a way that indicates it shouldn't be deleted.
Examples:
We note accounts to indicate someone is a current employee or former employee with staff privileges.We note to not waive fines on patrons that we have had a lot of issues with. No one needs to read through all of their notes…
6 votes -
Hide/Supress Material Type and/or Circulation Status in staff view
There are times when Material Types and Circulation Statuses are not used by either the entire system or specific libraries. This can cause staff errors and general confusion when there are options available that are outside of the libraries workflow. We would love to see SA options that would be able to hide/suppress both Material Types and Circulation Statuses in the staff client/Leap.
6 votes -
LEAP: Change status from checkout to Lost or Damage in an item's record
A patron doesn't have their library card number on hand, can there be a way to change the circ status to lost from the item record so the replacement cost can be automatically be charged to the current patron's record? At least from the owning library's side, I understand messing with anything in the 'Details' tab shouldn't be done by another library. Hopefully, it can be done with less hoops to jump through by going through the item history and making sure to select the correct patron or hitting any of the other tabs.
7 votes
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