411 results found
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Limit checkout to patrons from this library and branches
Most of our libraries loan the library of things and museum passes to their own patrons. However, since all members use Adult Resident patron code for their resident patrons, it is not possible to limit materials to their own patrons. Could a checkout setting be added to the item records, similar to the hold setting "patrons from this library and branches" and "x days past first available".
5 votes -
Weeding template criteria should include Last circ date option
In our consortium, libraries weed items based on their circulation almost exclusively, not based on how new or old they are or how many lifetime circs they had. The most important piece of information to them, the Last circ date, however, is missing from the weeding template criteria. We are aware that you can add dates to the power search for inclusion criteria, but those have to be specific dates, so they can't be reused as criteria several months or years later - you'd have to continue remaking the criteria with new dates each time, which isn't convenient or efficient.…
29 votes -
Call Number drop into the Classification field in the Item Record
Have the Call Number (082 #a) drop into the Classification field in the Item Record when the item moves from On Order to Received.
This function would most benefit staff who catalogue (or import full catalogue records) and then manage the Purchase Order process.
The goal is to reduce the room for error when adding items.
2 votes -
Allow PolarisAdmin sidebar to be pinned
Unlike the Leap sidebars, you can NOT pin the PolarisAdmin sidebar, making it more difficult to move around the system versus the desktop SA.
3 votes -
subject headings to browse
Polaris Leap--Be able to use subject headings to browse/search while in Leap without having to go into the PAC.
12 votes -
When refreshing the Leap Offline installation, offer the Offline mode link again
When you refresh the Offline installation in Leap it would be good to present the URL for Offline mode bookmarking again. The suggestion would be to show it in the pop-up toast message once the offline data is refreshed.
There currently is not an easy way for staff to get to the Offline link again without deleting the offline files and setting it up again.
5 votes -
Include an "X"/close button on workform tracker records
Sometimes I have a lot of records open in the workform tracker, and it's a pain to have to go into each to close it. It would be useful to have a button I could quickly click to close them instead.
In cases where a record has been modified it should generate a prompt about saving changes, and show you the record again in this case so it's clear what's being saved.
19 votes -
Allow searching for series title variants (or any authorized variant for that matter)
If the series is something like 21st century skills library. Inside U.S. elections, there is no way you find it under Inside U.S. elections.
10 votes -
Reverting to what the bibliographic record (or any authority record for that matter) was when it was last saved
When you want to get rid of a bunch of edits, but only the ones made since the last save, it saves time to have just one button to click on. For example, when you want to validate juvenile headings, you need to take out |v Fiction for each heading. If they are all good, you want it back in each heading.
11 votes -
Restrict hold pickup areas by material type
Allow each library to specify specific material types(?) to not be allowed to be picked up in certain pickup areas. Example would be a wi-fi hotspot not being allowed to be picked up in a locker.
10 votes -
Polaris 7.8 - Updated notification status descriptions
Expand NotificationStatusID list/table to include TXT Sent and TXT Failed, plus any additional like TXT Failed - bad phone number
4 votes -
Add support for a patron's preferred pickup area in Polaris
Polaris supports a preferred pickup branch for patrons. This request is to extend that support to allow the patron to set a preferred pickup area.
Many patrons prefer to 100% always use a particular pickup area, for example outside lockers. So, they shouldn't have to select that area everytime they make a request.
This would allow them to set their own preferred pickup area the way they can set a preferred pickup branch. This preferred pickup area should also be used when the staff bulk places a title on hold for a batch of patrons, again the same way the…
15 votes -
Add ability to remove vendors
We have a long list of vendors and would like to clean it up, removing any who we no longer purchase from. This can't be done because of the links and layers in Acquisitions to attached purchase orders and invoices. It would help with clutter if there was a way to delete these suppliers or hide them in some way.
31 votes -
Weeding Record Sets need to have Picklist Functionality
Currently, when we turn over weeding lists to staff to pull, they manually mark 'not on shelf - NOS' if they don't find the item. In order to make the new weeding list functional in LEAP, we need the weeding record sets to have the same sort of functionality as a PickList - a column where staff can either mark the item as 'Not Found' or "missing". Ideally the circulation status could be changed to missing at this point, removing the need to manually change these items in the system and remove them from the record set.
Related to idea …
27 votes -
Preferred ISBN/UPC on PO Creation
When constructing an order, the latest ISBN from the bib record is used. It would be helpful if instead, the vendor could put the preferred ISBN/UPC into the 970 and when the PO was built, that PO number could be pulled from the 970 for the library rather than displaying a red exclamation and requiring the staff to manually check the PO to make sure Polaris selected the proper ISBN/UPC from the order record.
49 votes -
Polaris 7.8 - Bib Record Links in LEAP
When dealing with missing/damaged/canceled orders, we start at the Bib record and link over to the attached POs/Invoices. Right now in LEAP we have to start with the PO or Invoice, which we often don't know when we have the book in hand. I'd like to be able to link from the Bib Record to either Purchase Orders or Invoices or both.
19 votes -
Assign New INN-Reach Holds at the Bib Level, For Easier Transferring Between Copies
Currently, incoming requests are assigned from the INN-Reach central server to a specific copy in the catalog. If for some reason that item cannot be found or used, staff must undertake a lengthy multi-step process to transfer the item-level hold to another copy.
Keeping the hold at the bib level and letting Polaris assign it to an item will reduce the time it takes to transfer INN-Reach holds between copies will save a lot of staff time in communicating and processing, and further will reduce delays in getting the request fulfilled and sent out.
9 votes -
Ability to Undo Record Merge
This undo function would provide the ability to separate two records that were accidentally combined so they go back to being attached to their original, individual POs, have their original items attached, and have their original hold lists attached.
Example: If a regular print record and a large print record for a title with a list of holds on each were accidentally combined, catalogers would have to split the large print items out by creating a second record and move the appropriate “on order” items to that record. The newly created record wouldn’t be able to be linked back to…
36 votes -
Add last patron modification date and modifier name to Patron Reporting
Adding the patron modification date and the name of the last modifier of a patron record would allow staff to narrow down when records were modified and by whom. The ability to track these changes would be particularly useful to Outreach staff who may need the statistical information about patron records they modified while working off site. Ideally, this addition should be added to the report outputs in SimplyReports and added to Leap as well so that public service staff can easily access this information. In Leap, adding Last Modification Date and User to the list of keyword fields in…
8 votes -
Ability to Bulk Un-Delete Bib Records in record set
In the Polaris client (we're on 7.6) we would love to be able to un-delete "half-deleted" bib records (any in "Delete" status).
We receive a monthly report of "Bibs without Item Records" for final weeding and we're finding many "half-deleted" bibs where staff have deleted the final copy on a record and clicked "delete" in the pop-up instead of "suppress from PAC".
We would like to be able to bulk change these Delete-status records back to Final so we can extra needed marc data (OCLC #s, primarily) and then properly double-delete them.
9 votes
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