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ILS - Polaris

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521 results found

  1. It would be nice for third party vendors and developers to have access to the Postal Code table via PAPI. Something similar to the OrganizationsGet method.

    6 votes

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  2. Instead of only allowing a pickup location to be set as closed in Vega Discover for all libraries/branches, it would be helpful to be able to show a specific pickup location by a specific library/branch only. For example, we are a cooperative location. We are not a library. But our staff place holds to be picked up at our location. However, patrons accidentally choose our pickup location. On our old system, we were able to set it up so a particular pickup location would only display by OPAC profile (login). Can this functionality be added?

    3 votes

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  3. It would be great to have a way in Leap to change the patron barcode and have it auto populate the "Former Barcode" field in a single step. Perhaps a button could be added underneath "Reset Password" for "Replace Barcode" that simply prompts the staff member to scan a new barcode number. Leap would then move the existing barcode to the "Former Barcode" field, and then populate the Barcode field will the newly provided number. Help us save a few steps! Thanks for the consideration.

    30 votes

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  4. On an item record, you can currently only see the information about the current borrower and the most recent previous borrower. This should be increased to at least 3, so that in the case of a question about condition or missing parts, we have more than 1 patron we can ask.

    20 votes

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  5. When inputting information for an ILL request for a patron, our ILL clerk would like there to be a field where she can input the OCLC number of the item she is wanting directly into the hold request. That way when she exports the request, it will directly sync with the item she wants, without having to use ISBN.

    4 votes

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  6. Currently the API only performs basic duplicate detection (name, birthdate, barcode, username, and optionally the name on ID) when a patron record is created using the PatronRegistrationCreate call. It does not apply other optional settings - email, phone 1, or the UDFs - these only get applied directly in Polaris or the PAC. This idea is for including these optional settings in the API logic.

    13 votes

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  7. We would like Polaris to transition expired patrons to Deleted after a specified time frame. (Such patrons would of course need to have no lost items or checkouts.) We envision this working like Lost Item Transition and the Missing Item Transition. Ideally, we could also set a fine threshold to only delete those expired patrons with less than a certain amount of fines on their cards.

    Adding this feature would allow a library to automatically remove expired patrons and allow for a more streamline process for deleting the ones they wanted.

    14 votes

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  8. Currently staff can either edit/modify bib records or they can't. Greater granularity in what edits can be allowed would help distribute the work of maintaining bib records.

    For example, if acquisitions staff could be allowed to add additional ISBNs or UPCs to existing bibs, it would free up cataloguing staff from this simple task without opening bib editing completely to a large number of people.

    In a larger library system, especially a consortium with a shared catalogue, this could be a big time-saver to both acq and cat staff.

    26 votes

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  9. Our library team have requested to be able to see the series name and volume number in the returned bib records when searching with the find tool. It will mean they no longer need to open each result to see this information

    similar proposal as:
    https://ideas.iii.com/forums/951742-ils-polaris/suggestions/48194096-add-edition-statement-to-results-list-in-find-tool

    28 votes

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  10. It would be helpful if the PatronRegistrationCreate endpoint was able to write to the Patron Custom Data Fields.

    6 votes

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  11. I would like to be able to have a particular hold become active after a different hold has become filled. This is particularly useful for customers who are engaged in a series and do not want them all at once, but do want them in order and want to place all the holds at the same time.

    29 votes

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  12. Hold duplicate detection has a flaw that allows duplicate hold requests to be placed on the same titles. The detection seems to apply on title and author information stored with the hold request (apparently on the SysHoldRequestSearchTerms table), which stores point-in-time title/author details that may change if the bib record is overlayed or edited.

    This idea is for improving the duplicate detection to fix this gap, but also any similar gaps I may be missing where title-related data is stored separately when the hold is created, and referenced by the dupe detection (I'm not seeing separate tables storing elements like…

    10 votes

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  13. When you refresh the Offline installation in Leap it would be good to present the URL for Offline mode bookmarking again. The suggestion would be to show it in the pop-up toast message once the offline data is refreshed.

    There currently is not an easy way for staff to get to the Offline link again without deleting the offline files and setting it up again.

    8 votes

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  14. Allow each library to specify specific material types(?) to not be allowed to be picked up in certain pickup areas. Example would be a wi-fi hotspot not being allowed to be picked up in a locker.

    16 votes

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  15. We were told that in order to activate volume level requests in the PAC and in Vega, we would have to turn off the ability for item level requests to be placed, since it's an either or setting (see attached). However, we need to be able to offer our patrons both options. In the case of volume level requests, we can't have patrons getting a random volume that they might not even want when they place a title level hold. Since we also have patrons that use item level requesting, we can't just turn that off in favor of volume…

    10 votes

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  16. When a record (item, bib, etc.) is opened from Find results and then marked as deleted, it (and the Find results) are automatically closed. It would great if the record did not close (leaving the Results button available) or the record closed and returned the user to the Find results.

    24 votes

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  17. Include past bill information in the Item Record - paid and unpaid

    9 votes

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  18. Currently there is more functionality in the client than in Leap for offline services. I would like Leap to also be able to create customer accounts and process check-ins like the client. But it would also be nice for the check in function, once transactions have been uploaded, to have the option for all items to go to a status of "IN" and be assigned to the branch they were checked in at.

    11 votes

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  19. Ability to incorporate Spanish and/or other licensed world languages into eReceipt notices. Currently, eReceipts are only generated in English.

    24 votes

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  20. A consistent piece of feedback we get from front-line staff is that patrons struggle to find where to turn on Reading History and that they themselves often forget where it is located. Having it buried within "My Record"-->"Contact Information and Preferences" and having to scroll down to it apparently is not effective. Having the "Reading History" tab always visible under the patron's name on the left-hand menu would be more effective, instead of having it only appear once Reading History has already been turned on.

    11 votes

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