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ILS - Polaris

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138 results found

  1. I know that it is planned to be able to run SQL jobs in the Web Based System Admin but that you won't be able to make changes from there, only to view data etc. I would love to be able to make changes through SQL in the System Admin and to have it be permission based.

    13 votes

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  2. SIP should handle foreign characters (diacritics) correctly. When a patron's name or an item's title has a diacritic then it throws an error. For some vendors, it breaks the application and prevents customers from logging in and/or accessing their checked out or held items.

    14 votes

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    There are configuration options in Polaris for adjusting the CharacterEncoding and ChecksumWidth with for the SIP service, which can be modified via Support tickets. It is also possible it disable the checksum validation in System Administration (not required for data integrity with the Polaris SIP service). These configurations should address all issues with diacritics and checksum errors.

  3. related: https://ideas.iii.com/forums/951742-ils-polaris/suggestions/47245385-utilities-reports-and-notices-in-the-staff-clien

    where the stated solution is linking from Leap to the SRSS Portal, but per a support ticket we opened about getting that set up, this is not supported on our type of hosted plan. For this to be a solution that's workable, it needs to be available for all types of hosted plans.

    4 votes

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  4. In the 8.0 update, a change was made to shelf locations. Prior, if there was not a shelf location chosen, the column would show as blank on the check-in screen, with only active shelf locations populating, making them more noticeable and easier to recognize as an item needing to be housed in a specific spot such as a display space. Now, the word "None" populates in that field for all items- unless they are being routed to another location for a hold.
    This change will make it harder for staff to recognize that items need to be shelved in a…

    7 votes

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  5. The Free Balance column in LEAP sorts by the number amount only. It does not recognize a negative dollar amount as being less than a regular (full) dollar amount.
    Polaris Client sorts it the correct way. Please fix - Thank you. See screen clips.

    2 votes

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  6. I'd like to see the option to have more than only one screen open at one time, vs needing to close out the current screen before performing another/a different related search (like we can in the staff client).

    22 votes

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    This idea was reviewed as part of the MEEP process, but the effort to "make Leap like the windows client" is too significant to be technically viable.

    In an effort to address the heart of the issue, we have proposed the following related ideas be considered for voting instead:

    https://ideas.iii.com/forums/951742/suggestions/50013876

    https://ideas.iii.com/forums/951742/suggestions/50442567

    Implementing these ideas together will give staff the ability to have multiple windows/tabs open for viewing multiple records. It will also allow staff to keep the Find Tool open as a workform.

    I'm going to close this idea in favor of the other two.

  7. In the 8.0 update, Shelf locations will default back to their original shelf location type once checked-in. This should be an opt-in feature. Items with a shelf location different from it's 'home' are most likely going to be display items, and our library likes to be able to keep a display full. There are items we need to be in that shelf location for sometimes several months, and having to go in and manually re-add them every time is tedious. It is also not difficult to bulk-change items from a shelf location when it is no longer needed.

    3 votes

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  8. We often enter Non-public notes in POLI's, regarding order status, PTO requests from suppliers, unsuitable items, no-cost replacement requests, and reasons for cancellation. The client allows note entry in all POLI's - Open and Closed years.
    We do not automatically cancel outstanding orders before fiscal close, so when a supplier cancels in the new year, or we choose to, we enter a note in the POLI and delete the on-order item record. Closed year POLI's cannot be 'Cancelled'.
    Currently, we have to go to the client to enter the note and save it.

    1 vote

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  9. This is occurring in the Leap patron registration section. For accessibility purposes some of our staff tab through the patron registration and when hitting the zip code field and entering the zip, the select a city pop up box will appear showing multiple cities connected to that zip. The default spot for the tab to be at when this window appears is on the ok button, meaning none of the radio buttons have been selected yet. Then you must shift + tab and forward tab to eventually get to a radio button being highlighted. You can click the space bar…

    5 votes

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  10. Every time I create a record set, the Owner is defaulting to the first branch that I have the permission to create a record set for. It would be great to make the Owner to default to assigned or logged into branch.

    7 votes

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  11. Sometimes just sending the URL from the PAC address bar will result in a blank, white screen for the user on the other end. Attached are 2 strategies to offset this but it's a lot to expect staff to know and it would be great if URL links could just be shared with customers without this kind of intervention.

    2 votes

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  12. A patron was using their former barcode to try to do a password reset, and before we realized what the issue was, the system told them they 'had no email address' associated with that account. It would be more helpful if the system told them the barcode was invalid or, even better, that they were using an old barcode.

    10 votes

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  13. The PowerPAC usage statistics provide a minimal view of the patron's use of our PowerPAC. We also use Vega Discover and cannot accurately compile information between them and with other platforms.

    Examples to include/add: Total visits, total unique visitors, total searches submitted.

    4 votes

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  14. We had a front-line staff member contact us because he was getting a "The domain, username or password is incorrect" error message when he tried to log in to Leap. Support was able to tell us that he was locked out because he had incorrectly typed his password five times. They confirmed that the error message that will be shown when this happens is "The domain, username or password is incorrect." Not only is that error message text factually untrue, it is identical to the error message that a staff person sees if their password actually IS being entered incorrectly.…

    38 votes

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    The message here is intentionally vague for security reasons. By not indicating the reason for the failure, we are not providing any information to potential hackers about the validity of the account.


    The error message that displays is a customizable language string (AUTH_LOGIN_INVALID). For libraries that want a reminder to staff that it could mean their account is locked, you could add that to the message text.



  15. It is a basic principle of RDA and sometimes we can't display all the info in one field with commas when there are special editions of video games.

    20 votes

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  16. Right now in the Polaris SIP environment, if you attempt to get patron information using a 63 message, but you put in the WRONG password, the patron accounts LAST ACTIVITY DATE will STILL be updated.

    We recently had a vendor that for some crazy reason, went through and was attempting a 63 message for all patron barcodes they had on file. This updated the last activity date for tens of thousands of patron accounts.

    Although I suppose there could be some arguments for this behavior, it should not be the default. By default if an account login FAILS, for any…

    33 votes

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  17. 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.

    10 votes

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  18. If the series is something like 21st century skills library. Inside U.S. elections, there is no way you find it under Inside U.S. elections.

    12 votes

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  19. When an item record set is viewed on a tablet or mobile device in Leap, the record set layout changes to accommodate the change in screen size. This includes the Shelf Location column no longer displaying. Staff create item record sets for displays and when they go out into the stacks with Leap on a tablet to pull the items, not having the Shelf Location included slows them down as they have to open the item records individually.

    41 votes

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    In accordance with the Idea Graduation Workflow guidelines agreed upon by Innovative and IUG, this idea has been closed because it was submitted more than two years ago and has not been selected for inclusion in the product.

    This idea is still available for commenting but is no longer eligible for voting.

    Ideas that were submitted three or more years ago are archived for future reference.

  20. We would like to see additional information and functions available in the Polaris Client or LEAP so that staff have more resources and information to support customers with questions about online resources.

    For example, library staff would benefit from seeing real-time hold information in Polaris about items on Overdrive or Hoopla. Currently, Polaris shows an asterix (*) under holds. Library staff need to either go to the PAC or Overdrive to provide customers with this information. It would help library staff to have information available in one place rather than requiring staff to go to multiple sources to answer a…

    24 votes

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    In accordance with the Idea Graduation Workflow guidelines agreed upon by Innovative and IUG, this idea has been closed because it was submitted more than two years ago and has not been selected for inclusion in the product.

    This idea is still available for commenting but is no longer eligible for voting.

    Ideas that were submitted three or more years ago are archived for future reference.

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