521 results found
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Add a filter in the Leap find tool to search Hold Pickup Area's
Currently you can search hold requests by pickup location.
Libraries would also like to search the hold requests by pickup areas.10 votes -
Add additional filters to PolarisAdmin (web SA)
In PolarisAdmin, it would be great to have a few additional filters other than the text box filter.
- Show non-default (would show any setting that wasn't at its default value)
- Show system/library/branch level (one for each, to show settings that were set at specific levels within Polaris SA)
This would allow for quick scans for changed settings that might be causing issues or problems. Especially in places where there are a wide range of settings that are largely kept at their default values (I'm looking at you Self-Check Unit Parameters).
I'm attaching a screenshot of another software I use that…
12 votes -
Make SimplyReports reports truly use the library level for reports
When you use SimplyReports (née Simply Reports) and create a report and select a LIBRARY, the report data is actually using the branches at the time the report was created. It is essentially a branch level report with the branches a the time of report creation.
This means that if you save the report, then you add a branch, that branch is NOT included in the report output. This causes confusion and extra work. There should be an option to truly make a "LIBRARY" level report, or part of the process of adding a new branch should go back and…
21 votes -
Printing from Request Manager
Adding an option to export to Excel any lists from the Request Manager such as Picklist Processing and the Request Manager.
11 votes -
duplicate field detection
Within the bibliographic record, occasionally there are duplicate fields. We need a way to easily detect them, especially with bibs upon bibs that are merged. We end up with a ton of duplicate 035 fields.
27 votes -
Clearer messaging when an invalid barcode is used in a password reset
A patron was using their former barcode to try to do a password reset, and before we realized what the issue was, the system told them they 'had no email address' associated with that account. It would be more helpful if the system told them the barcode was invalid or, even better, that they were using an old barcode.
10 votes -
Include Call Number Field in SIP Item Information Response (18) Message
No that we have migrated from Sierra to Polaris, the call number field is not included in the SIP response when using an inventory wand. At this point we only see the barcode and title of an item, which makes it more difficult to find identified items.
4 votes -
Automatically associate accounts when creating a new patron account with the Copy feature
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.4 votes -
Check In eReceipt
Ability to have Polaris/LEAP send patrons an eReceipt for items they've returned.
16 votes -
Allow pickup areas for one-click requests
Currently, if a patron places a hold using the one-click request feature when pickup areas are also enabled, a pickup area isn't assigned to that hold request at all. For libraries with more than one pickup area, this is an important feature. Please add the ability for one-click requests to maybe even auto-assign that branch's default pickup area.
4 votes -
Have the HOLD list alert during an ASN receiving stay open until user closes it.
Have the HOLD (patron request) list alert during an ASN receiving stay open until user closes it. Many times it disappears before we can pull the items from the shipment.
3 votes -
Return ItemRecordID in responses to BibHoldingsGet
A recent change to PAPI allows for the retrieval of, and adding to, different types of records sets, including Patrons, Bibs, and Items. Adding to Patron and Bib records sets is straight forward because there are existing endpoints within PAPI that return BibRecordID and PatronRecordID numbers. This isn't the case with Item record sets because there a currently no endpoints that provide an item's RecordID. This enhancement would add the ItemRecordID to each row in the BibHoldingsGet response.
7 votes -
Update Language Field in Item Bulk Change
The Language field was added to Polaris in 7.4 (I believe). The only way to update the Language field is to manually update each item record manually. As you can imagine, that is very time-consuming. It would be ideal if our Collection Management department could pull the appropriate item records into a record set and then do a batch update of the Language field.
7 votes -
LEAP Weeding Workflow Not Found function
When we create a weeding record set, before sending it to the approval dashboard for review, we'd like to have a way to mark items in the set as "not found" or some other indication that the item is not on the shelf. Right now we can update items individually to another status (missing for example) or remove them from the record set. We would like the ability streamline this and mark the item directly in the weeding record set.
This is similar to these ideas: https://ideas.iii.com/forums/951742-ils-polaris/suggestions/48218423-weeding-record-sets-need-to-have-picklist-function
6 votes -
Add a running total to the Fiscal Year - Funds tab
Add a running total to the Fiscal Year - Funds tab - FREE BALANCE column.
This will allow a quick check of the year's budget 'bottom line' to see what the balance to be spent is.8 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.
8 votes -
Provide easy way to convert item level holds to bib level
We teach staff that, except in very rare cases, they should always be placing bib level holds for customers but sometimes folks make mistakes. It would be great there was a check box option in Leap to convert a customer's item level hold to a bib level hold while retaining their position in the queue. Currently, if a staffer places an item level hold in error, to fix it, they have to place a new bib level hold and then use the checkbox and arrows in the queue to move them from last position (for example, 453) to their former…
38 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.
9 votes -
Place holds on all volumes of a series at once
For TV series that have multiple volumes, or other volumed series associated with the same Bib record, I would like it when it prompts me about which volume I would like to place a hold on, to also give me the option to place a hold on all volumes.
12 votes -
Search Item Records in Leap using Last Activity Date
It would be helpful if we could search using the Find Tool for items with a Last Activity Date. Last circulated is a search option, and Last activity is a column option to display, but I have yet found a way to use it in my search criteria.
10 votes
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