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Innovative Idea Exchange

ILS - Polaris

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110 results found

  1. The item hold setting option, "Days Past First Available," was added in Polaris 6.4. This hold setting is not currently included in item bulk change options and should be added in.

    Idea Value
    Libraries who want to begin using this feature cannot currently bulk change existing items to use this setting (or, if already using, change the existing value). All other item hold setting options can be bulk changed. For parity, the "days past first available" should be added as a bulk change option as well.

    40 votes

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  2. In the client, funds link directly to invoices, POs, POLIs, and other related records. Funds in Leap have very few links. Direct linking to working acq records facilitates tech services workflows.

    46 votes

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  3. We'd like to be able to pull the patron YTD and Lifetime You Saved amounts in a patronBasicData call.

    22 votes

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  4. In the client, staff often use the link to individual purchase order line items, but this is not yet available in Leap. Because an invoice may have many linked POs, and POs may have many POLIs, it can be difficult to find the correct POLI without access to direct links.

    Adding POLI links would reduce friction for tech services staff making the move to Leap.

    42 votes

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  5. In the client a bib search can be filtered by Item Material Type. This would be useful in Leap.

    25 votes

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  6. In the staff client, it's possible to delete a staff user account in system administration and the account will no longer show up linked from associated records or in search results. In the Web version of System Administration (as of at least 8.0), deleted staff users continue to show up, but the username is appended with "(Deleted)." User accounts in Web SysAd can be sorted based on whether they are Enabled or not, but the search and filtering options don't allow for filtering out Deleted staff from searches. We have been on Polaris since 1998, so our Deleted staff far…

    19 votes

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  7. Add editing of the fund, destination, and collection of POLI segments to match the client functionality.

    39 votes

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  8. Direct links from a POLI to it's invoice line item would be helpful and match client functionality. Linking to an invoice that may have many line items requires more scrolling and double checking.

    20 votes

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  9. The client has a direct link from the invoice line items to the holds queue. In Leap, getting to the queue requires going through the item (and sometimes bib).

    31 votes

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  10. Identifying the correct record set from Find Tool results would be easier if the record set ID was an optional column.

    16 votes

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  11. In the client, you can do a bibliographic search by "standard identifier number" and it searches a bunch of different possible fields (the corresponding power search: (((ISBN="1234" OR ISSN="1234") OR (OSI="1234" OR STRN="1234")) OR (((PN="1234" OR CODEN="1234") OR OCN="1234") OR (SOA="1234" OR UPC="1234*")))). We would also like to see this option in Leap.

    Currently, staff don't get results for a scanned barcode unless they choose the correct field to search and the indicators in the record are properly set. This means they often get no results and incorrectly assume we don't have…

    31 votes

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  12. Right now we take our want out into the stacks and run it with the Tech Logic software on the laptop. Once we are done with the section we want to inventory, we then save and upload a document to Polaris or Simply Reports to update our materials with the new inventory date. It would be nice to have our Inventory Wand link directly to Leap and update the inventory date live in our system and cut out the middle step of saving and uploading the file.

    6 votes

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  13. POLI does not link to the supplier record. Bibliographic record does not link to POLI or invoice line item unlike in the Client.

    Add functionality in LEAP to not only link from Bib to PO or Invoice but also link to line item.

    31 votes

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  14. Current user experience shows a gap in the Authority Records search flow. After running an authority search in Leap and opening an individual record, users are unable to return to the original results list. The only available option is to close the record, which also closes the search, forcing users to re‑enter and re‑run the query. This creates unnecessary repetition and slows cataloging work.

    Proposed Enhancement (User‑Journey View):

    Add a “Results” button to Authority Record views—mirroring what already exists in Bibliographic Records.
    This allows catalogers to:

    Move seamlessly between multiple authority records that appear in a single search (for example,…

    10 votes

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  15. Kitsap Regional Library wish to engage in EDI based acquisitions with this supplier

    21 votes

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  16. Please allow the checkout screen in Leap to be sorted/alphabetized by clicking any of the header columns, Title in particular. This is currently something that can be done in the Polaris client, and is useful for library staff when checking out large amounts of books to patrons who would like an alphabetized list of what they've just checked out. The columns in Leap appear to be clickable for sorting, but they currently are not.

    27 votes

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  17. Libraries that are configured to use pickup areas such as lockers, drive-up windows, etc, need to be able to see the pickup areas via the Request Manager's "Held" view. This will help libraries distinguish and manage items that are on the library's holds shelf and those that have been placed in the pickup locker.

    Currently, in the patron's holds view, either the pickup branch or the pickup area are displayed in a column, no matter the status of the hold. This column of information is also available in the Pending view of the Picklist. See attached. Please bring this information…

    3 votes

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  18. One piece of feedback we've gotten is that staff members who are used to the client miss the ability to open and rearrange a bunch of windows from the find tools (for side-by-side comparison, or just for managing workflows). We're wondering if this experience could be recreated by allowing the option to open multiple results in new tabs from the find tool in Leap.

    30 votes

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  19. It would be nice if the Leap Find Tool window could be enlarged to full screen.

    43 votes

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  20. When I am working in a long record set and open an item record and then close it again, it returns me to the top of the record set. I would really like it to return me to where I was in the list to more easily continue my work.

    57 votes

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