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ILS - Polaris

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  1. We have noticed an uptick in libraries circulating items on on-order records despite it violating consortia policy. We would like to see the text of on-order records (or even just specific fields) be in a different color to help provide a visual indicator of the record type.

    9 votes

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  2. When working with an SL4 or any label type that has a spine and pocket label, allow for alignment to vary between the spine portion and pocket portion. This is important for how we label our picture books. We center align the first 3 letters (with linebreaks) of the author's name. Setting alignment to center also center aligns the pocket label. Attempting to manually adjust spacing by using spaces in left alignment is not ideal with letters like "I" not really being centered. See below:

    Center alignment issue:

    S
    I
    U

    In any additional attention towards allowing flexibility with rules…

    7 votes

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  3. Please make it possible for offline Leap to display the patron name when their barcode is scanned for an offline checkout. This is available in toolbar offline, and I'm sure it would be tricky to configure, since Leap is browser-based, but we just used Leap offline for the first time during our latest upgrade, and the biggest comment I've received is the lack of the patron name during checkout.

    20 votes

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  4. We would like Polaris to transition items with a Circulation Status of Claim Returned and Claim Never Had to Withdrawn after a specified number of days. We envision this working like Lost Item Transition and the Missing Item Transition.

    Idea Value
    Adding this feature would allow a library to automatically remove items from patron view and allow for a more streamline process for deleting item records.

    63 votes

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  5. 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…

    3 votes

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  6. 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.

    21 votes

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  7. The volume field might seem straightforward, but when it's not standardized—or when anyone can input anything—it quickly becomes a source of frustration, especially with holds and sorting. Imagine a patron placing a hold on “Volume 2,” but one record says “v.2,” another says “Vol 2,” and another just “2”… chaos ensues.

    Making that field permission-based could go a long way in preserving data consistency and reducing hold errors. It puts a bit more control in the hands of cataloging staff or system administrators

    14 votes

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  8. I think it would be helpful to automatically create an association between accounts when creating a new account by copying an existing one, e.g., using a parent's account to create a child's account. The Block and Allow options should still be checked manually, though.
    The association could be removed after account creation, if necessary.

    15 votes

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  9. You cannot output or filter on Hold Pickup Areas in SimplyReports. Not being able to report on them limits their usefulness for things like looking at which schools are busiest or which bookmobile stops are most active. The information is available in hold request data and in transaction details.

    Although we can add it as a custom output that will only show the ID which is of limited value to staff.

    14 votes

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  10. I don't know if this is already planned for a future version; I didn't see it on the current roadmap, though. It's really important for cataloguers that they be able to save a bib record without having to make a change first, particularly for provisional bib records. The only way to make a provisional record become final is to resave it, and currently, Leap requires you to make a change in any bib record before saving it. I know the duplicate detection without saving is now available, and that's a great feature - but allowing at least provisional bib records…

    24 votes

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  11. Staff would like to be able to bulk change a patron's pickup branch for selected (or all) holds on the patron's account. Be they holds already trapped, suspended or active. We often have patrons that move from one part of the area to another and need to change their holds to reflect their new pickup branch. Having to change one hold at a time is tedious.

    6 votes

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  12. When a patron accidentally scans an item twice at the ExpressCheck, it performs an auto-renew. It would be nice to have an alert stating it's a duplicate checkout or something that prevents it from using a renewal.

    8 votes

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  13. Currently, if I am checking a hold to a patron, there is a pop-up letting me know there are holds to check out. I would like that to not pop-up if the barcode I have scanned is one of the holds I am currently checking out. It is fine if it's not one of the holds, or the hold is at another location, but it is frustrating when I already have the holds in front of me.

    23 votes

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  14. Currently, there is no way to adjust receipts. We only have the option of which fields and we are not allowed to put those fields in an order that suits our workflow. We would love to see Leap have a WYSIWYG editor so each library can configure font size, fields, etc. for each receipt.

    18 votes

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  15. It would be beneficial to have a total item count in the header of POs and Invoices for quick reference. Currently there is no easy way to get this count from a PO or Invoice because there is not even a row count column under the items view.

    15 votes

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  16. This is somewhat of an add-on to other improvement requests to the multiple holds feature. We would like to have an option for bib-level multiple holds. We have noticed that when teachers or book club leaders are placing the multiple holds and assigned to an item-level hold, they might get routed to a member library that doesn't frequently check their requests. This is absolutely a training issue, but we do see this a lot with our K-12 school libraries. We would like to see an option to put them in the queue as a bib-level hold where they will get…

    7 votes

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  17. Polaris currently (as of 7.8) offers some limited customization of which fields in the patron registration form in Leap are required to save a record.

    When the "Name on ID" fields were introduced several releases ago (7.2?) we were excited. However, the way the feature was implemented meant that the primary name fields were now the "preferred name" fields and were required to be filled out in order to save a record. However, a record could be saved without recording a name on ID.

    Our broader city government did not like us dropping the requirement to capture patrons' legal names,…

    6 votes

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  18. Adding the $2 validation opens the door to using so many controlled thesauri, like Spanish headings via Queens and National Library of Spain, OLAC's video game headings, Homosaurus' headings, and many more that would make searching easier for customers and staff by providing access points that mimic how they talk about their interests and information needs.

    It would be a step closer towards inclusion by using various existing vocabularies that institutions want to use, unlock more potential of the ILS, as well as improve authority maintenance overall.

    22 votes

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  19. When checking out a stack of items via RFID pad, LEAP will only display the held item's patron's name and barcode. It would be helpful to have the item's title and/or barcode, so we may capture the hold without going through each item individually.

    6 votes

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  20. On the information page for an ILL, there should be the ability to see what staff have interacted with the ILL or if a patron has made a change. We had an ILL get cancelled before it arrived to our library, but we can't tell if it was a staff initiation or a patron one. In the record for a regular item, I can see who has done what with a hold. This would be useful for follow up.

    11 votes

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