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ILS - Polaris

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362 results found

  1. Having patrons blocked from placing holds if there account is blocked is greatly needed, as patrons can currently place holds through Leap, Vega, Mobile App even if they are blocked for having too many fines.

    27 votes

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  2. We have a Bookmobile service that is setup as it's own branch as well as a holds pickup location. With the limited capacity of this "pickup location", we are trying to restrict the material type loan limit block by location instead of by branch association.

    It would help to have some sort of Policy Table that does Material Type Loan Limit by Branch Pickup Location.

    Idea Value
    This would filter out items that cannot be picked up on the Bookmobile Branch to stop patrons from placing the hold and avoiding staff to have to manually cancel the hold and follow…

    3 votes

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  3. Currently, Floating's Load Balancing option can only be enabled at the System-Level in Polaris. I am on a shared Polaris server where one library system wants Load Balancing and one library system does not want it. This leaves us with not turning the feature on. It would be nice to allow Floating's Load Balancing option to be set at the Library-Level.

    8 votes

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  4. I would like to be able to adjust auto-renewals at a Patron level in addition to the item level. This would help some of our patron's who may have difficulty understanding how renewals work. This may seem silly, but we have had some cognitively impaired patrons become severely confused and upset when they think they are "wasting renewal's". Being able to adjust these settings individually at the patron record portion would be extremely helpful. Excluding them from the auto-renewal notice is a band-aid, but this causes other confusing issues with the patrons as a result.

    8 votes

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  5. I would like to be able to limit new items to be available only to a specific branch (Library at Home/ Outreach for example) but only for a specific time frame. We have this functionality for a library level, but not branch.

    3 votes

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  6. Adding smaller vendors allows us to receive better discounts when we can order direct.

    5 votes

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  7. Sometimes a single collection assignment for an item isn't enough. When you want to add an item to a collection only to find that it already belongs to another collection, it would be nice to be able to assign it to your collection as well. The item may belong to an awards collection like Newbery but also to a collection of picture books.

    11 votes

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  8. When you are in the Request Manager on Leap, it is possible to select multiple titles and then cancel them all at once - there is no additional confirmation.

    This bulk action can be hard to undo.

    It would be helpful to have a warning dialog box pop-up when staff are attempting this bulk action. Also labelling the "proceed" button as "Cancel Holds" would be helpful as an extra step to ensure that staff are taking the proper action.

    9 votes

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  9. It would be handy to be able to re-arrange records listed in the Workform Tracker. Sometimes I'm using a few records for some activity, and it can be confusing to keep track of them (especially since hold queues, hold records, items and bibs can have the same name, even if the icons used are different). The ability to change their order would allow some flexibility, such as allowing a user to place a hold record with the patron record they "belong" with.

    4 votes

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  10. Ability to pull in a customer's reading history at GREATER than 250 items at a time (similar to the 'karate chop' feature in Polaris client.

    4 votes

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  11. The add from file feature in patron record sets should allow importing by patron barcode in addtion to patron ID.

    23 votes

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  12. Allow multiple selections of Organizations & Patron Codes to populate Material Type list (lower table) on the Patron / Material Type Loan Limit Blocks, Policy Table.

    16 votes

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  13. To be able to select multiply purchase order line segments and make a bulk change to a particular field, (eg. coll. code, fund code) Sometimes an error occurs in the import process and each line has to be populated manually. It would be amazing to be able to select an entire column and make the change.

    30 votes

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  14. When constructing an order, the latest ISBN from the bib record is used. It would be helpful if instead, the vendor could put the preferred ISBN/UPC into the 970 and when the PO was built, that PO number could be pulled from the 970 for the library rather than displaying a red exclamation and requiring the staff to manually check the PO to make sure Polaris selected the proper ISBN/UPC from the order record.

    36 votes

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  15. The ability to bulk change Held Until dates would allow library staff to perform this task themselves in a timely manner, rather than having to submit a ticket to Innovative.

    27 votes

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  16. Libraries need a way to quickly alert communities to closures during an emergency across all PAC pages. A banner appears across all pages of the PAC and is easily edited. 

    31 votes

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  17. i would love to see the ability to search by birthdate by just typing in the birthday without triple clicking

    7 votes

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  18. Staff would like to see the availability of items displayed on the screen while placing a hold for patrons via the patron's account.

    9 votes

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  19. Currently, when limiting a search to the material type "Book", electronic resources (eBooks) are displayed as well. It would be nice if the material type "Book" only produced physical book results.

    43 votes

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  20. The weeding workflow and weeding record sets were added to LEAP in Polaris 7.5. I would like some more functionality in the weeding record sets at all stages of the approval process -- namely being able to bulk change and delete records from the set, being able to remove records from an approved record set, and being able to unapprove a list.

    I know there are options in the weeding template to change the record status to withdrawn and have the records automatically deleted when approved. However, we change our records to a status of "weeded" (we took over bindery)…

    10 votes

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