478 results found
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Allow patrons to group holds for different formats (like staff can in Polaris)
In Polaris, staff can group holds on different formats together for patrons if, for example, they don't care whether they get the DVD or Blu-ray, or the regular print or large print. This would be great patron service if they could do that themselves.
7 votes -
Leap - Item specific hold, checkout pop-up
Currently in Leap when checking out an item - if that item has an item specific hold on it for a patron - it does not provide a pop up or warning if you try to check out that item to another patron. In Polaris it would warn you that there was an existing hold on that copy. This was a very useful notice for circulation staff.
9 votes -
Add ability to remove vendors
We have a long list of vendors and would like to clean it up, removing any who we no longer purchase from. This can't be done because of the links and layers in Acquisitions to attached purchase orders and invoices. It would help with clutter if there was a way to delete these suppliers or hide them in some way.
32 votes -
Suppress "Place Request" button in PAC for bibs where all items are non-holdable
The way the PAC currently works, the three buttons on the right of each search result (Availability, Full Display, and Place Request) always appear if the bib is for a physical item, but only "Full Display" appears for e-resources. This indicates that the PAC already has the capability to suppress these buttons if conditions specific to the search result are met. It would be helpful if this ability could be expanded so that if all the items attached to a bib record for a physical item are not holdable, the "Place Request" button does not appear. The appearance of that…
35 votes -
Preferred ISBN/UPC on PO Creation
When constructing an order, the latest ISBN from the bib record is used. It would be helpful if instead, the vendor could put the preferred ISBN/UPC into the 970 and when the PO was built, that PO number could be pulled from the 970 for the library rather than displaying a red exclamation and requiring the staff to manually check the PO to make sure Polaris selected the proper ISBN/UPC from the order record.
50 votes -
duplicate holds criteria for video games
When deduplicating hold requests, Polaris looks at title, author, and material type. Therefore, it doesn't allow our customers to place holds on the same video game title for different consoles.
Please also consider UPC during the hold request duplicate detection process.10 votes -
Assign New INN-Reach Holds at the Bib Level, For Easier Transferring Between Copies
Currently, incoming requests are assigned from the INN-Reach central server to a specific copy in the catalog. If for some reason that item cannot be found or used, staff must undertake a lengthy multi-step process to transfer the item-level hold to another copy.
Keeping the hold at the bib level and letting Polaris assign it to an item will reduce the time it takes to transfer INN-Reach holds between copies will save a lot of staff time in communicating and processing, and further will reduce delays in getting the request fulfilled and sent out.
9 votes -
Add LC approved fields to Cataloging more quickly
Catalogers have been waiting since January 2020 for MARC field 532 - Accessibility Note to be included in the MARC bibliographic validation table. This MARC change was approved by LC in 2018 and has been showing up in AV records ever since. Catalogers see a "not defined" error message when saving a record which includes an unvalidated field.
Currently we may only add a local MARC tac to the validation table (eg 9XX, X9X or XX9). Otherwise, it must wait for the LC MARC bibliographic update to be implemented by Polaris development in a new Polaris version. We now hear…
2 votes -
Expand size and character limit of Reader Services note field
Our Access Services staff use the Reader Services tab and the Note field to list patron details to assist with readers advisory for elderly and homebound patrons.
They use the Preferences options to some degree, but have noticed a character limit in the Note field, which requires them to use abbreviations to fit their details. They asked: "Is there a way for Polaris to increase the character limit of the Note field in the reader services tab? Is there a way to increase the viewable space as well?"
Character limit may be around 250 or so, so they are abbreviating…
3 votes -
Add last patron modification date and modifier name to Patron Reporting
Adding the patron modification date and the name of the last modifier of a patron record would allow staff to narrow down when records were modified and by whom. The ability to track these changes would be particularly useful to Outreach staff who may need the statistical information about patron records they modified while working off site. Ideally, this addition should be added to the report outputs in SimplyReports and added to Leap as well so that public service staff can easily access this information. In Leap, adding Last Modification Date and User to the list of keyword fields in…
8 votes -
Ability to share saved reports in Simply Reports
We would like to be able to share the reports we save in My Reports in Simply Reports. That way multiple people have the ability to run a report with the exact same parameters without having to share the very long list of parameters.
2 votes -
Marking items during picklist processing as Located should prevent other items from being trapped to fulfill hold request
Currently, when working through Picklist processing, items can be marked as "Located". While this is useful for in-library work flow to indicate that it has been found, it doesn't do anything to prevent another member library or branch location from filling the hold request when trapped at point of check-in. This causes problems in a multi-branch or larger consortia system where there is a higher chance of popular material being checked in throughout the day.
Ideally, it would be great if marking an item as "Located" not only changed the status from the Picklist, but also prevented another item from…
25 votes -
Add a transmission method of 'E-Mail' to invoice creation
Add a Transmission Method of 'E-Mail' when creating an invoice. The current options are Paper, Fax, and Electronic. Many vendors now send invoices by E-Mail, not the US Postal Service. Invoices created by EDI transmissions are tagged as 'Electronic' as they should be, even if the vendor emails the invoice to us. What I would like to do is be able to identify an invoice that was emailed to us by a non-EDI vendor. I know it's technically a paper invoice once I print it; but it was received by email and should be identified as such.
2 votes -
Block patrons from placing holds in VEGA, Mobile App, PAC and Leap if patron is blocked
Having patrons blocked from placing holds if there account is blocked is greatly needed, as patrons can currently place holds through Leap, Vega, Mobile App even if they are blocked for having too many fines.
34 votes -
Registration Drop Down Box
Please add a drop-down box for the profile section of registration. There is a drop-down box for the address section labeled term but there is not one for the profile section. It makes it easier for staff to choose the correct date. In the Polaris toolbar, there is a drop-down box for patron info and address.
4 votes -
Ability to create reports with charts and graphs
I came across this report using a bar chart to reflect the Total Number of Items Added. Our staff would love the ability to create statistical reports and display them as bar, line, and or pie charts.
6 votes -
Create or add to an item record set from Leap check-in workform
Leap should include the ability to create or add to an item record from the check-in workform. Most of the functionality is already there in that items can be selected via checkboxes and all items can selected from the topmost checkbox. By adding the option to the Actions menu, circ staff could quickly roll items over into a record set for a variety of other uses.
23 votes -
Search remote databases by UPC
Our catalogers would love to be able to search the Remote Databases by UPC.
26 votes -
Checked out date
In our previous ILS, on the patron's checked out items list, we could see the date of when the item had been checked out as well as the due dates. I know that staff can go into the item record to see who, where and when it was checked out, but it would be nice to be able to see what all was dealt with at the same time.
5 votes -
Blocking fines for institutional cards
Each library often has several institutional library cards and our consortium also has institutional cards to use for our statewide ILL system. It would be nice if there was a way when creating and managing institution cards to be able to block them from having fines (overdues, specifically) applied to them as these cards would only be used by the library and our consortium policy does ask us to not waive other library's fines.
1 vote
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