676 results found
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Add an option to mark record sets as "do not delete."
Polaris has long supported an option in Patron Registration where you can mark a patron record as "Do Not Delete." I'd like to see that same functionality carried over to record sets. For me, it's a fairly common task to recover accidentally deleted record sets for staff members who've somehow managed to delete an important and often used record set, despite every warning they receive.
Specifically, I'd like to see this option added at the permissions level, with separate permissions for:
- Mark a record set as "do not delete"
- Clear a record set for deletion
That way staff members can't…
37 votes -
Include DELETE method for Patron Blocks
As of Polaris 8.0, PAPI supports creating new Patron Blocks but does not provide a method to delete them. For internal automation and vendor workflows, the ability to programmatically remove Patron Blocks is essential. Adding a delete method will reduce the need for manual intervention.
9 votes -
Allow more control over registration options in PowerPAC
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.4 votes -
Add 'Patron Record is Secured' to Report Output Column in Patron List Reports
Add 'Patron Record is Secured' to Report Output Column in Patron List Reports in Simply Reports. Available as a Patron Miscellaneous Filter but not as an output.
11 votesSecured patrons are patrons with a record status = 3. It is possible through SimplyReports content administration to add the RecordStatusID column from the Patrons table to the list of output columns.
I'm putting this idea under review because the RecordStatusID isn't exactly what was requested here. But I wanted to share that it may provide a workaround.
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Compare bibs with an outside source - Leap
We would like the ability to compare bibliographic records in Leap with ones from an outside source, like z39.50. This is a key part of our cataloguing process and is a necessary piece to moving those staff members over to Leap.
49 votes -
Option to Post Holdings to OCLC
In Sirsi, there was a quick option to post holdings to OCLC (for ILL holdings). In Polaris, we have to use OCLC Connexion and post the holding there for each item that is not automatic (like items from Ingram). This is not ideal, as it takes more steps to log into Connexion and find a good record (when we are already locating the record once from a remote database when we add the record in LEAP). It would be nice if there was an option to click to post the holding while cleaning up the record.
10 votes -
Adding Shelf Check Requests to the Picklist
In our system of 33 branch locations, we often receive system-wide email requests to complete checks of the stacks for items customers claim to have returned but that are still on their accounts.
It would be helpful if Item Records had an additional "Action" option that allowed staff to select "Request Shelf Check". The item would then populate on every branch's picklist with a unique icon next to it, and there would be a checkbox at the top of the list, similar to "INN-Reach Only", that would allow staff to narrow the list to what was shelf check requested by…
33 votes -
LEAP: Change status from checkout to Lost or Damage in an item's record
A patron doesn't have their library card number on hand, can there be a way to change the circ status to lost from the item record so the replacement cost can be automatically be charged to the current patron's record? At least from the owning library's side, I understand messing with anything in the 'Details' tab shouldn't be done by another library. Hopefully, it can be done with less hoops to jump through by going through the item history and making sure to select the correct patron or hitting any of the other tabs.
15 votes -
Comparing authority records in Leap
Similar to the compare feature for bibliographic records, please implement a compare feature for authority records. This would be helpful when editing authority records in Leap.
51 votes -
LEAP Add indicator for open Tabs or Records
Tab session visibility is unclear, leading to records being locked unknowingly by users.
In addition to "hamburger" on upper left-hand side of the screen three horizontal lines.Please add Tab indicators or auto-close function when navigating away.
19 votes -
Configure notification options based on the loan period or specific items
It would be nice to be able to configure notification options based on the loan period or specific items. For example, we would like to send overdue notice for the public laptops that are overdue every 2-hours session.
7 votes -
Allow staff to select sounds
Allowing staff to select different sounds when checking items in and out would be a great benefit. For example, when checking an item in and there is a hold, a different sound would help alert the staff, or when a patron's library card is scanned for checkout, a custom-selected warning sound would play. At busy times, it is easy to just go with flow because all the sounds are the same.
12 votes -
patron account edit history
I would like there to be a way to see who has interacted with a patron account, in the same way there is a history on an item record. Today we were trying to see who had made a specific change to a patron account, but because someone else had fixed it already, we couldn't. So, if we had a list like the item history, where we could see who had been in and what had been done, we could more easily know who to contact and train on an issue.
60 votes -
Import Reports in spreadsheet format
It would be very helpful to have an option to view Import Reports for both bibliographic and authority record imports as a spreadsheet, as well as the existing PDF.
This is mostly true for the records (and associated errors, warnings, and messages) themselves, rather than the more general import information (duplicate detection criteria, MARC validation rules, etc.). This would be helpful for quickly flagging errors, duplicates, and other areas that need attention without having to scroll through a lengthy report.
5 votes -
Cap on Claims Returns by Material Type and Patron Code
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.
5 votes -
Bulk Deleting Authority Records With No Bibliographical Record Pop-Up
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…
8 votes -
Add the ability to round all prices to nearest nickel
With the production of pennies ending, we've had some discussion around prices in Polaris. Ideally, we would like to see some method of optionally having all prices (item prices and fines) rounded to the nearest nickel. We haven't run into any problems yet, but as pennies eventually become more scarce, we suspect that we'll have trouble with cash payments.
14 votes -
Increase the supported barcode types for system-assigned barcodes function
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.
4 votes -
Compare record sets side by side
Now that in Leap we can compare bib records side by side, it would be very helpful to be able to compare record sets side by side. Right now I'm exporting contents and comparing in Excel/Google Sheets, and then sometimes importing the results into a new record set. I'd love to be able to see two record sets next to each other and edit as needed directly in Leap. Apologies if this idea has already been submitted. Thanks!
31 votes -
Scheduled holds/checkouts
The ability to schedule holds or checkouts in advance would be a valuable feature for both libraries and patrons. Many libraries offer a variety of items beyond traditional books, such as computers, StoryWalk kits, activity kits, technology kits, and other specialty collections, that patrons may need to access on a specific date or for a particular event.
Allowing patrons or staff to schedule a hold or checkout for a designated day would help ensure that high-demand or event-based materials are available exactly when needed. For example, educators, community organizations, and families often plan programs, classroom activities, or events well in…
8 votes
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