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ILS - Polaris

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ILS - Polaris Updated

Last In House Use column

Reporting & Analytics UNDER REVIEW

ILS - Polaris Updated

Automatic processing for item record details

Circulation, Access Services & Fulfillment UNDER REVIEW

ILS - Polaris Updated

Patron block pop up

Circulation, Access Services & Fulfillment UNDER REVIEW

ILS - Polaris Updated

Holds that can't be filled

Circulation, Access Services & Fulfillment UNDER REVIEW

ILS - Polaris Updated

Volume-Level Holds for Blank Volume Field

Circulation, Access Services & Fulfillment UNDER REVIEW

ILS - Polaris Updated

Live Preview Within Bibliographic Record Sets

Cataloging & Metadata Management UNDER REVIEW

ILS - Polaris Updated

Vendor integration

Customer Relationship & Account Management UNDER REVIEW

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  1. When adding barcodes in bulk, there is an option for "use system assigned barcodes." Our barcodes are 13 digits; CODABAR, with start-stop codes, and a check digit. This is not currently supported, and I would like to have that option so staff don't need to scan each barcode individually. It's really frustrating to not be able to use one of the features we were excited about.

    6 votes

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  2. 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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  3. Currently in Leap (we're on 7.8), in order to take full advantage of an item template, you have to click on Actions--Create Item (within the bib record), then add your barcode & select the template you want to use, and then click Save. If you don't click on Save, the template only populates some of the template information. It doesn't change any of the call number fields or the number of renewals, even when the option to use template values is checked.

    This is existing functionality in the Polaris toolbar client, and should be in Leap as well. (See attached…

    44 votes

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  4. The new Web version of System Administration is great, but I was sad to learn when upgrading from Polaris 7.7 to 8.0 that the search filter box for Workstations and Staff Users is no longer "sticky". In 7.7, I could enter a search for one of our Branches, click on a workstation, edit it, close it, and return to my filtered-by-branch search. Now, when you leave a workform, you return back to the full workstation list. Same for staff members. I'd like a button similar to the Leap "return to results" button in the workstation and staff member modules of…

    10 votes

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  5. 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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  6. Currently, to run a report based on the in-house use date (e.g. staff want to weed items that haven't been checked out or checked in via in house in 2 years) I need to create a custom report for them that pulls off the transactions database. Staff who use SimplyReports for weeding must use the LastCircTransactionDate if they want to account for in house use - but that field also gets incremented when an item is modified in any way (including the inventory date being updated and unrelated fields being changed in the record). It would be great if there…

    3 votes

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  7. In the Polaris Staff Client, when you're viewing a record set, you can right-click on an bib record in the record set and select Preview. That opens a window on top of the record set with live preview information. Then, you can move up and down the record set using the arrows on the keyboard and the preview window updates with each record. We work with a library who uses this to plan carousels and displays and they'd very much like to see this functionality in Leap.

    2 votes

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  8. We would like to submit an enhancement request regarding the display of collection names in the system.

    Currently, the Cataloging module displays the collection name together with its abbreviation, while the Acquisitions module only shows the first part of the collection name in the dropdown list. This difference in display may cause confusion for staff when selecting or identifying the correct collection.

    We would like to propose an enhancement so that the collection name display is consistent across both modules, ideally showing the full collection name together with its abbreviation, similar to the display in the Cataloging module.

    This improvement…

    15 votes

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  9. 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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  10. My library would like an email to be sent to patrons who use the self-registration form in the PAC with a confirmation that the registration has gone through and with reminder information that they will need to come in to complete their full registration. This would also allow us to confirm that we have a correct contact for the patron.

    11 votes

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  11. In the Polaris Toolbar, when handling serial issue records, there was a direct action (called "Create Item Record") that would create an item record from a serial issue record. This is helpful for our staff for copying over enumeration and designation information.

    That same action is not present in Leap. Our staff would appreciate having this feature in Leap.

    9 votes

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  12. 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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  13. During the check-out process in Leap, please have the blocking pop up window appear when the patron's account is pulled up. Currently, the pop up for blocks does not appear until the first item is scanned for check out. If a patron does have blocks the work BLOCKS in red, but there need to be more of a visual block like there is in the Staff Client.

    3 votes

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  14. When merging patron records, the system currently appends merge details to the Non-Blocking Notes section. However, with the introduction of Dated Notes and the ability to hide Non-Blocking Notes, this information can be lost depending on system settings.
    We would like to see one of the following options implemented:

    • Allow administrators to choose where the system writes merge notes.

    • Have the system automatically write merge notes to both note types (Non-Blocking and Dated Notes).

    17 votes

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  15. Allow the 650 & 655 tags to be sorted alphabetically. When bringing in older MARC records there can be masses of duplicated headings. The ability to sort them alphabetically would make deleting them much easier.

    15 votes

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  16. We are a large consortium in which each library has their own list of Collections they use. Throughout most of Leap, they can see their own library's list of collections and choose appropriately. But within the Find Tool, when they go to filter and add the Condition for "Collection", it shows the entire list of collections for our consortium. It would be great if this aspect of Leap could also limit the options to just their library's list. As we have a lot of part-time staff who have not memorized their collections list and end up choosing the wrong ones…

    3 votes

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  17. It would be great if when staff clone a patron account (typically when families are registering together) the renewal date for the account does not also copy over.

    If staff do not catch this and modify the renewal date accordingly, we can (and do) end up with patrons who expire mere months after registration--creating a great deal of confusion among the patron base.

    3 votes

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  18. Supplier Templates are not available to choose from in the Bulk-Add to New PO screen. It would be helpful to have that drop-down menu available to us, like it is in the client app, and like it is for creating a New Purchase Order manually.

    9 votes

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  19. When comparing bib records in Leap, it would be nice to be able to choose the bib to keep and overlay the other with. This would streamline deduplicating similar records.

    40 votes

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  20. The options to limit whether an item stays at a specific library location and is accessible to patrons from specific libraries needs to be updated to allow us to put the time limit for all these options. Currently, you can only put a limit for "Patrons from this library and branches" for however many days you'd like that to be active for and it will count down (which this should be an actual count down that will unselect after the amount of days has been fulfilled). It would be nice to be able to set a similar countdown for the…

    3 votes

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