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ILS - Polaris

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ILS - Polaris Updated

Patron Barcode as Subtext in Current/Recent menu (last4) in Leap

Customer Relationship & Account Management UNDER REVIEW

ILS - Polaris Updated

Indication of a note for a specific issue on the Serial Check in card

Acquisitions, Serials & Item/Issue/Inventory Management UNDER REVIEW

ILS - Polaris Updated

Add series info when linking

Cataloging & Metadata Management UNDER REVIEW

ILS - Polaris Updated

PII Management Options

System Administration (incl APIs) UNDER REVIEW

ILS - Sierra Updated

Ability to update inventory date from "checkin no patron" function

Circulation, Access Services & Fulfillment PLANNED

ILS - Polaris Updated

Edit Half-Deleted Item Records

Cataloging & Metadata Management UNDER REVIEW

ILS - Polaris Updated

Trap hold with first item received

Circulation, Access Services & Fulfillment UNDER REVIEW

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  1. When checking out in LEAP, staff would like it to be more obvious when a patron has blocks on their account. Especially when the blocks would stop the patron from checking out items. Currently, from the patron checkout page, there is a small padlock and "BLOCKS" in red text, which is too subtle for some staff.

    This can be inconvenient for staff and the patron because they scan several items only to realize the patron is blocked after scanning all the items.

    Staff would like the block indicator to be more obvious, something like setting the Patron header div to…

    1 vote

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  2. 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.

    1 vote

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  3. Please make it possible for offline Leap to display the patron name when their barcode is scanned for an offline checkout. This is available in toolbar offline, and I'm sure it would be tricky to configure, since Leap is browser-based, but we just used Leap offline for the first time during our latest upgrade, and the biggest comment I've received is the lack of the patron name during checkout.

    1 vote

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  4. A way to provide additional toasts in Leap when receiving items would be useful for particular alerts about items. This would be especially useful for processing notes when items are received.

    1 vote

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  5. We have found it hard to work with the Current and Recent workfrom menu when working with lots of Patron Records, or more commonly, Duplicate Patron Records.

    Names work, but when names are similar or the same it can be hard to figure out which records are which.
    Sometimes staff are working with Barcodes as a reference vs. patron names.

    It would be nice to have a subtext under the Patrons name in the Current and Recent workform list that shows the last 4 digits or the full barcode underneath the patron name.

    I have 2 images attached that demonstrates…

    3 votes

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  6. When looking at the Serial Check in card, it would be helpful to have some sort of indication that a note has been added to a specific issue.

    1 vote

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  7. 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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  8. Currently, if I want to add series information for a book in the item record when I link it, I would need to put it in the volume field. It'd be nice if there was an easy way to indicate if a book is part of a series and where it falls in the series without it creating a super long call number. Series info isn't standardized when it comes from publishers and isn't always included in the MARC record. This does make a difference for my patrons to know if a book is part of a series and would…

    4 votes

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  9. Adding the $2 validation opens the door to using so many controlled thesauri, like Spanish headings via Queens and National Library of Spain, OLAC's video game headings, Homosaurus' headings, and many more that would make searching easier for customers and staff by providing access points that mimic how they talk about their interests and information needs.

    It would be a step closer towards inclusion by using various existing vocabularies that institutions want to use, unlock more potential of the ILS, as well as improve authority maintenance overall.

    5 votes

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  10. It seems unnecessary to force the Polaris Username field to begin with a letter. We would love for the Username field to have the ability to begin with any character.

    2 votes

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  11. Although there are current options for purging patron IDs from circ transactions, and deleting account transactions, there are some gaps with removing PII (personally identifiable information) we'd like to see addressed.

    We'd like the option to purge patron IDs from non-circ transactions (incl. patron account history and record history). We'd also like the option to manage patron details on any other tables where history may be maintained after a patron record is deleted (e.g. Notification History, DeletedPatrons, DeletedPatronAccounts, kwmssg, and offline and InnReach process tables). It would also be ideal to have a plan for removing any CNV tables (from…

    12 votes

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  12. Currently, if I am checking a hold to a patron, there is a pop-up letting me know there are holds to check out. I would like that to not pop-up if the barcode I have scanned is one of the holds I am currently checking out. It is fine if it's not one of the holds, or the hold is at another location, but it is frustrating when I already have the holds in front of me.

    7 votes

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  13. Could we have it so the close button within the Patron Registration follows you as you scroll down like the "Save", "Renew", etc do? I often find myself nowhere near the top when I am done with a customer account and have to navigate all the way back up just to close the record. I could see this also being useful in Bib records

    7 votes

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  14. If staff attempt to check out an item with an "unexpected" status, such as Withdrawn, Unavailable, or Missing the checkout fails, with an error message "unexpected item status." Staff must check the item in to change its status to Available, and then check it out. This breaks the flow of the checkout transactions and causes a delay for the patron. It would be very helpful if we could specify in System Administration which statuses cause a complete failure of the checkout (the current rule for all of these statuses), which cause a warning message that staff can override, and which…

    8 votes

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  15. A recent change to PAPI allows for the retrieval of, and adding to, different types of records sets, including Patrons, Bibs, and Items. Adding to Patron and Bib records sets is straight forward because there are existing endpoints within PAPI that return BibRecordID and PatronRecordID numbers. This isn't the case with Item record sets because there a currently no endpoints that provide an item's RecordID. This enhancement would add the ItemRecordID to each row in the BibHoldingsGet response.

    4 votes

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  16. The Language field was added to Polaris in 7.4 (I believe). The only way to update the Language field is to manually update each item record manually. As you can imagine, that is very time-consuming. It would be ideal if our Collection Management department could pull the appropriate item records into a record set and then do a batch update of the Language field.

    4 votes

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  17. For larger library systems that need to continually create new staff members, being able to access the APIs would be a big time saver. That would allow, among other things, to automate that task.

    3 votes

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  18. Our ILL clerk would like to be able to see the due date for ILLs from the request manager, so she can make sure that the dates have been added correctly to these items. She currently has to go into each item individually to make sure they were correct.

    9 votes

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  19. Our libraries in our consortium are frustrated when items from other libraries arrive to fill holds for their patrons and their own copy is sitting on their shelves, making the process look rather inefficient.

    What I think might solve this is implementing SirsiDynix's "Trap hold with first item received" feature. Rather than try to explain it myself, I've quoted it from their website below:

    "Using the "Trap hold with first item received at pickup library" feature, the system can be configured to allow filling a library user's hold with the first holdable copy of an item received at the pickup…

    19 votes

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  20. When doing clean up work we run into instances where we are not able to delete something like shelf locations because it is assigned to records that are in a deleted state. While we know we can just delete the records 1 more time, some of these records are tied to other things we track and would prefer to keep them in the system.

    Currently we bulk change them at the server level but would like a way to be able to do this within the ILS.

    8 votes

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