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ILS - Polaris

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336 results found

  1. We often have branches close unexpectedly due to facilities issues, when this happens we need to move the Held items from that branch to another branch. Currently there is no way to bulk change the pickup location between branches. This function would be very helpful for us.

    24 votes

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  2. Currently, customers' first, middle and last names display identically in Leap patron accounts. This can make identifying the last name difficult which impacts staff ability to properly address customers and to accurately retrieve holds for customers with more than 1 last name. We propose bolding or in some other way making more distinctive in the patron account header any values in coming from the last name field in patron registration. Currently, we often have to click into patron registration in order to determine which name(s) are actually in the last name field when retrieving holds, etc. Making this change would…

    16 votes

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  3. Currently, the PAC override password, available in Profiles -> PAC -> Patron Access Options -> Log In tab, is a static, set and forget password. Often, that password is indeed forgotten because it's not used all that often. However, when it is used, there's a good reason for it. I believe this remains useful functionality, but I also believe that a static, universal patron access password is a security issue for patrons and staff alike.

    My idea is that, if an ILS Admin needs a PAC override password to troubleshoot an issue on the PAC or within Vega, then one…

    9 votes

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  4. There are multiple reports in the "canned reports" available through the Staff Client and through SSRS that deliver incomplete and/or absolutely wrong data.

    For instance, the Patron Register report only looks at extant patrons in the Polaris database right now. That means that, if a library had a patron purge, those patrons are gone. If one runs a Patron Register report after the purge for a time before the purge, the registration numbers will absolutely be wrong. This would also be true where patron merges or general cleanups have taken place.

    Another report, Circulation by Postal Code has a logic…

    33 votes

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  5. Imagine the possibilities if we could automate the process of bulk changes to bib records as part of an import profile.

    Other ILS systems offer robust manipulation of bib records upon import, but this is missing from Polaris.

    By allowing bib bulk changes to be stored in templates, just like item bulk changes, we can streamline the process and save valuable time. Imagine having a set of predefined steps for importing bibs from specific sources or of certain record types. It would ensure consistency and accuracy, eliminating manual effort.

    1. Allow bib bulk changes to be stored in templates like item…
    27 votes

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  6. Unless I'm doing something wrong, when I am in a PO and go into a PO LINE to check ISBN, discount or whatever, I hit save and go back and it takes me to the top of the PO. Some of my PO's are really big so I'd like to know how to just go back to the spot I was at before instead of the top.

    27 votes

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  7. We would like to be able to edit the default registration/renewal period based on the patron code rather than just based on the branch. We have certain patron codes that should renew for 1 year instead of our default of 3 years, but they don't have a unique branch in Polaris so we have to change the registration period each time we create a patron, and we have to change the renewal period each time we renew them, leaving more room for error if those steps are missed.

    25 votes

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  8. We would like to be able to create status codes. We have renamed some we don't use to make them useful, but that is limited. We use in-repair for multiple problems and it would be better for our staff to be more specific. For example, it is used for items with bedbug damage that will definitely be leaving us and it would be good to know that at a glance, as opposed to DVDs that need to be resurfaced and are also in-repair along with books with missing pages or water damage, etc. So, instead of just the one status,…

    25 votes

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  9. Currently if we need to change the branch we're logged into in Leap we need to sign-out and log back in. This can be disruptive if we have records opening we're working with that would then need to be re-opened. It would be handy if there was a way to do this without signing-out and back in, in a way that would allow records to remain open.

    Admittedly I don't think this would be helpful for the majority of staff, likely more administrative roles that need to perform activity across a range of branches. But it would be a nice…

    34 votes

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  10. It would be very useful for patron notes to automatically include date and time - this would allow us to track "updates" to progressive situations with patrons that multiple staff are addressing.

    81 votes

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  11. Allow users to sort checked-in items by clicking on the column headers on the check-in screen in Leap.

    Library staff double check their work by counting the number of items on their check-in cart and comparing it with the item count displayed on the check-in screen. If there is a discrepancy, being able to sort the columns would help staff more easily find items that didn't get checked in properly.

    Also, please add a call number column to the check-in screen.

    19 votes

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  12. At the demonstration of Leap at IUG, we learned that PO line item duplicate check action is not available in Leap from the PO workform. We need to be alerted to existing items in our systems if we own them, to attach add copy orders to existing bibs. Please add this functionality.

    16 votes

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  13. As Polaris currently exists (v7.3 at my library), User 1 wants to share a bibliographic record set with User 2 and User 3. In order to do this, they have to change the record set's owner from User 1 to Organization 1. But this allows all members of Organization 1 with the permissions "Cataloging Record Sets: Modify" and "Cataloging Record Sets: Delete/Undelete" to make changes to that record set. Let's say that at some point down the road, User 4 sees this bib record set owned by Organization 1 and thinks they're being helpful by updating or deleting it. They…

    28 votes

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  14. I would like to submit the idea that Polaris offers the ability to run a report based on patron activity dates, and not their LAST activity date.
    Currently, we can only run a report using "Last Activity". This is not helpful if trying to determine how many patrons were active in a given period because if they have had activity after the specified period, they would no longer be counted in the report.
    There is a canned report under System > statistical summary, but it only looks at borrows, and would not count ILS card activity such as from a…

    13 votes

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  15. Change the max fine from a flat rate to a percentage (50% of the items cost).

    9 votes

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  16. In Polaris, when you are in an INLI you can click the New button you get the option to Copy Existing Work Form. The new INLI retains some values from the existing one (e.g. fund, title, author).
    In LEAP you need to exit the INLI, and then click the New Line Item button, which does not fill in any of the information. Makes adding line items slower and more repetitive when you need to re-enter everything.

    20 votes

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  17. Patrons with a large number of items in their reading history have a hard time searching it due to pagination. It would be helpful if the amount of items per page were customizable (and with that the max number of pages). Even better if there was a search option that could find items in the reading history across paged data.

    18 votes

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  18. In the patron registration form in LEAP there is a reading history checkbox. If the patron has a reading history, clearing the checkbox and saving the record deletes that reading history permanently, and there is no warning to staff about what clearing the checkbox actually does. On clearing the checkbox, please add a warning dialog that says, "This patron's reading history will be permanently deleted. Please confirm that you want to delete it." [OK][Cancel] with focus on Cancel. This way staff will have to confirm overtly that they want to delete patron data and will be less likely to make…

    31 votes

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  19. In the client, duplicate detection for MARC records is triggered by (re)saving the record, but can also be triggered separately as an action under the Tools menu. In Leap, resaving the record is the only way to trigger the function. This means cataloguers have to do a fake edit in order to un-grey-out the save button and click past any other functions, such as MARC validation, before they can get to the matching record(s).

    Having duplicate detection as a separate function (maybe under Actions or as a button in the MARC view) would save cataloguers time and extra clicking.

    39 votes

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  20. Right now we can only take online payments with PayPal. Our jurisdiction wants to use Interware. Please consider adding that API. Details attached.

    1 vote

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