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ILS - Polaris

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624 results found

  1. Add the ability to customize what fields are "copied" when clicking on the Copy button in a patron record. Or as an alternative, create custom patron templates that can be selected both when copying a record and creating a new record.

    For Example: Our Staff use the Copy function most often with registering multiple members in the same family. Rarely is the information in the Profile View the same (Name, Patron Code, Birth Date, etc.) and if staff aren't careful they could forget to change these fields - fields that are reflected in the various system tables.

    9 votes

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  2. The Circ Date in the item record workform (Circulation tab) is confusing. When an item is currently checked out, the circ date shows the date of the current checkout rather than the previous patron’s checkout date. This is confusing because it appears under “Last Use,” alongside the last borrower and branch information (see attached photo). It would be clearer if this field were labeled more explicitly or moved to a different area, perhaps below the Current Borrower (see attached mock-up).

    8 votes

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  3. There's no limit (that we've run into, anyway) in the desktop client to the number of z39.50 remote databases you can search at a time, but Leap has implemented a 10 database limit. If there needs to be a limit, can it be slightly higher at least?

    3 votes

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  4. Library's will benefit by being able to restrict patrons who reached specific number limit of a material type claim returns/never had from being able to borrow additional material type of the same type.

    4 votes

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  5. When printing spine labels from an item record in the client, you can choose to print multiple of that same label. I would like to have that functionality in Leap. This will be helpful when processing multiple of the same item without having to send the label request for each individual item.

    40 votes

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  6. We'd like to see the date of dated notes be displayed on search results, in a record set, and also available as criteria in a Simply Report search. We'd like to use this tool for things like specific waiver expiration dates that do not coincide with patron expiration dates, among other things. By displaying the date in the search results we'll be able to quickly take a bulk action based on dates.

    3 votes

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  7. Currently, when I create a record set for authority records not connected to a bib record, and then try to delete multiple records, I get a pop-up that asks if I'm sure I want to delete the record even though it is attached to the record set (that I just created). I get this pop-up for EVERY authority record I try to delete, so if I delete 100 records, I will have to see this pop-up 100 times. There is no way around this currently and I'd like it to be fixed. It should be like deleting items in other…

    7 votes

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  8. We recently did an overhaul of our messaging in the notice strings to make things clearer for patrons, and we had issues with clear messaging for Almost Overdue and Autorenew notices, since there are sometimes two separate options for Almost Overdue and Autorenew notice strings, but not always. This only allows us to partially customize them separately, when we would like fully separate options. As a result, for certain strings, we are forced to be more vague, which is not ideal.

    Please offer separate options for the email subject line and the email 'other header' strings, as well as the…

    15 votes

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  9. Our patrons would like the ability to filter their Saved Title Lists by "available now" and "owning library", similar to search results in the catalog. This would enable them to walk into any library, look at their reading list, and see what is on the shelf now at a glance. Checking each title for availability and branch is tedious and time consuming.

    7 votes

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  10. FIND TOOL:

    1. PLEASE enable the Find Tool window to be EXPANDABLE.

    2. PLEASE allow the context box to stay/be remembered when switching between the top options (Search Database/Mode/Qualifier/Relation).. + HISTORY recall

    3. PLEASE enable the option to PRINT.

    10 votes

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  11. We have recently been coming up against an error when adding additional notes to the Non-blocking notes field. There is a current character limit of 4,000 characters that's not noted anywhere I could find on the help section. Can this character limit be updated, as there are many instances where notes need to be kept for historical purposes?

    4 votes

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  12. PATRON REGISTRATION – LEAP & PAC, control over menu option displays
    Allow control over what options show for Notices Address, Notification Option, and Text Messaging Phone on Leap and through Patron Registration via the PAC. Being able to remove menu items that don’t apply would solve notice issues. The drop down menus that list None and other non-system options create notification issues that could be avoided with control over these settings.

    2 votes

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  13. Please add in the ability to create and edit publication pattern templates within Leap. As my consortium shifts to using only Leap, I am discovering small things that seem to be missing, which make it difficult for staff to fully switch over to Leap. One of those things is the ability to create a publication pattern template. As of version 7.8, this is something that still has to be done in the toolbar (https://documentation.iii.com/polaris/7.8/Default.htm#PolarisStaffHelp/Serials/PSsetup/Creating_Publication_Pattern_Templates.htm). You can use publication pattern templates within Leap, but you can't currently create a new one or edit existing ones.

    18 votes

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  14. Currently with PAPI there is the ability to GET the contents of a Record Set and PUT additional records into Record Sets. We would love the Record Set API to be fully built out with POST methods (to create new Record Sets) and a DELETE method (to delete an existing Record Set).

    4 votes

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  15. Currently, staff can set a preferred name for customers but customers can only do so themselves during their initial self registration (we use Quipu's eReg). It would be great if customers could make preferred name adjustments on their own even after registration, via My Account.

    Functionally, this could entail a check box that they wish to use a different name and, when they do this, it would automatically duplicate the existing values in their required name fields into the Name on ID fields and then allow the edit to Required name field. This would be an especially helpful option for…

    10 votes

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  16. This proposal outlines an extension to the Patron Validation API to include an optional serviceName parameter. When provided, this value will be recorded in the Integrated Library System (ILS) transaction log, allowing us to track which service initiates each patron validation request.

    Currently, the ILS transaction log records patron validations without capturing which service initiated the request. This lack of context makes it difficult to analyze traffic from third-party services (e.g., OverDrive, Hoopla) or internal applications, troubleshoot validation spikes, and make informed decisions about service contracts and resource allocation.

    The proposed solution is to modify the Patron Validation API to…

    19 votes

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  17. Library staff using Leap would like to have their search terms retained when switching Find Tool options between Bibliographic and Item record searches. This is available in the staff client and staff are used to being able to swap back and forth quickly between the two search types when helping patrons at the desk.

    26 votes

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  18. 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.

    8 votes

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  19. Product Area: LEAP – Hold Request Screen

    Description:
    On the Hold Request screen, the “Satisfied By” tab displays a list of item barcodes and branches that could satisfy a hold. Currently, this list cannot be sorted or filtered, unlike many other list views in LEAP.

    When a title has a large number of copies, the list becomes difficult to review and troubleshoot. Staff must manually scan through all rows to determine which items are Held, Out, or otherwise unavailable, and to identify where those items are located.

    Requested Enhancement:
    Enable the same sorting and filtering functionality used in other LEAP…

    7 votes

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  20. Held Item pop-up:

    Please have this pop-up appear UPON account OPENING (vs after an item is checked out) THX!

    10 votes

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