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ILS - Polaris

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678 results found

  1. Record set printing is often a mystery -

    I often need to print a List View, but the printed result is very unpredictable.
    Sometimes it turns out how I want, but other times the page is limited to the top of the page (see attached photo), and 3 times as many pages print since the whole page size isn't utilized. It seems to depend on the size of the columns and how many are hidden, etc, but I can't be sure what factors make it work.

    The best workaround seems to be printing to pdf, checking it, and then printing…

    14 votes

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  2. There have been many times when we've needed to know which specific copy(barcode) is in transit to fill a hold. Currently the only option seems to be going thru each item record to see which is attached to the customer record. Very annoying and time consuming. Perhaps on the Holds Queue screen could include a column (Item Assigned) to list the barcode filling the hold when a hold has been trapped. Or on the Hold Request screen, on the Satisfied By menu a indicator of which item is being used for that hold. Or both.

    9 votes

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  3. In the client, you can do a bibliographic search by "standard identifier number" and it searches a bunch of different possible fields (the corresponding power search: (((ISBN="1234" OR ISSN="1234") OR (OSI="1234" OR STRN="1234")) OR (((PN="1234" OR CODEN="1234") OR OCN="1234") OR (SOA="1234" OR UPC="1234*")))). We would also like to see this option in Leap.

    Currently, staff don't get results for a scanned barcode unless they choose the correct field to search and the indicators in the record are properly set. This means they often get no results and incorrectly assume we don't have…

    29 votes

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  4. At times we have unclaimed items that the patron actually already picked up. It would be great if we could checkout out these items in "unclaimed" status directly from the patron's holds page on their account. This would be easier and less opportunity for error.

    5 votes

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  5. I am writing to request an enhancement for the Leap Acquisitions module. Currently, the system does not allow users to copy fund allocation numbers.

    When adjusting funds, the Encumbrance and Expenditure Fund Balance Limits often do not update automatically. This requires me to manually re-type the "Total Allocated" amount into six different limit fields. Manually entering the same 6-digit or 7-digit numbers multiple times is not only time-consuming but also creates a significant opportunity for manual entry errors.

    Could you please update the system to allow copying from the "Total Allocated" line and pasting into the limit fields? This small…

    13 votes

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  6. The option to link headings from a bib in Leap was a needed improvement, but there are still issues which hinder the feasibility of cataloging in Leap.

    When using the "check headings" feature, the search defaults to the local database. When you switch to searching remote databases, the search term is deleted, meaning that you have to copy and paste or retype the search. It would be very helpful if the "Authority Record" and "Authority Record (remote databases)" options were combined. Ideally, I would see a single Authority Record search option which defaults to local records but gives the option…

    14 votes

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  7. 6 votes

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  8. Blocking a patron from being able to place holds when holds unclaimed reaches a set limit/threshold within 6 months would be beneficial. There is a great deal of staff time and financial resources that gets wasted when items on hold shelves never get picked up and checked out. The block could auto-clear after a set time period.

    8 votes

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  9. Miscellaneous invoices are created and used to pay for materials that are not linked to bib records. These invoices always need to have a Supplier record chosen for our finance purposes. Misc. invoices can be saved and payed without a supplier, however, Polaris always gave a reminder prompt if one is not chosen. In LEAP there is no reminder. We would like the same prompt to be added to LEAP. Making these invoices happens infrequently for some staff, so the reminder is helpful.

    9 votes

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  10. This request is for a new feature to improve phone number search capabilities, specifically by handling varied formatting in the free-text phone number field.

    The current phone number search often fails because it's a simple text match that can't account for different formats like hyphens, spaces, or parentheses. Staff will sometimes report back to a patron that their phone number isn't in the system because they didn't search for it in the way it was entered into the patron's record. This can then frustrate patrons if they continued to get called or texted by the notification system.

    Implementing a search…

    44 votes

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  11. It would be nice to be able to add an image to a MARC record in Polaris that will show up in the PAC. We once used Verso as our ILS and they had the option to add image paths using 856 electronic and access field. Images often do not accompany records (particularly with DVDs) and our front page content carousel ends up looking sparse and ugly due to lack of images.

    5 votes

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  12. Adding this to PAPI would allow this process to be performed without SQL access and also fully leverage all of the existing Polaris business logic. It would also allow hosted customers to utilize the functionality.

    11 votes

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  13. Love the new Dated Notes section with the 8.0 upgrade, however, we would like to be able to bulk move the existing non-blocking and blocking notes to the new Dated Notes fields and then disable the old Notes section.

    I know the non-blocking notes can be suppressed to not appear at checkout, but I'm referring to disabling all blocking and nonblocking notes allowing staff to only use the new Dated Notes section.

    I think it will cause confusion for member library staff to have both Notes sections enabled and nearly impossible to get them all to agree to use one…

    20 votes

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  14. AS a consortia that includes many small 1-2 person libraries, we would like the option added to force member libraries to use templates. No matter how much we encourage, train, and setup their templates, they are not being used consistently across all members. This is causing export issues when sharing our catalog statewide for ILL and will now being causing issues when we are a ztarget for the state ILL system. We can bulk change all these items, but that is wasted staff time, when it would just be easier to force those 1-2 person libraries to use the templates…

    10 votes

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  15. At this time, holds on the serials and multivolume set records are not functioning in an efficient manner when the title is not under serial control. Examples include manga, college guides, or test prep guides. In PowerPAC and Leap, patrons and staff cannot place volume level holds when the associated item is on order and does not have a barcode. It is not part of the staff's normal workflow to add a barcode to on-order items until the physical item arrives at the library. As long as a volume is in the volume field, Polaris should be able to identify…

    47 votes

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  16. Add a reporting-only way to map Collection Codes and/or Material Types into any number of user-defined reporting groups, with many-to-many membership. Grouping logic should live in a maintained mapping table (not hardcoded in reports) so changes update all dependent reports automatically.

    Problem

    Only staff with database access can currently create sequel/SQL mapping tables (e.g., MapCollection, MapMaterialType) for flexible rollups. Others must regroup exports manually, which is inconsistent and fragile.

    Provide a UI-managed “Reporting Groups” feature that acts like a built-in mapping/lookup table:
    • Many-to-many: one code can belong to multiple groups; groups can contain multiple codes.
    • Reporting-only: no impact…

    22 votes

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  17. When doing bulk check-in, rather than importing a file that has probably been exported from a record set, it would be much faster and easier to have the option to simply select an item record set and have the items it contains checked in.

    8 votes

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  18. An option added in the patron registration that turns on a "loan tracking" feature. When checking out books, if this feature is turned on, then when a barcode is scanned that the patron has already borrowed a message comes up to let the patron know they have already read this title.
    Would check at a bib level (so not just the actual item that is scanned, but any bib that item is associated with). Should be based on what is in the reading history of the account. Would need enhancement for serial issues, as the reading history currently only advises…

    34 votes

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  19. In the PO Line Item screen, when the Status is set to 'Canceled', the Segment Status correctly shows 'Canceled', but the Payment Status still displays as 'Open'. We would like to see a 'Canceled' Payment Status option added so the record more accurately reflects the true state of the transaction. This enhancement would provide clearer, more consistent data for our reporting and workflow.

    28 votes

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  20. QZ Direct to Print has helped streamline slip printing in Leap but one annoying dialog we didn't have to deal with in the staff client remains. During an RFID operation, if Leap is asked to print a receipt, RFID processing is paused (suspended) to allow the receipt to be printed. A pop up message appears to allow the user to continue RFID processing of any remaining items once the receipt is printed. There is currently no way to suppress this message.

    9 votes

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