218 results found
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Add a feature for "weeding" inactive patrons similar to the new weeding workflow in 7.5
It would be great if staff could create a record set of patrons to delete and a supervisor could review them before deletion, similar to how item records can be reviewed in a record set by a supervisor before deletion.
6 votes -
Add a note field when declaring an item damaged
We would like there to be an option to add a note when declaring an item damaged from the patron account. Currently, there is no option to do that (see screenshot).
18 votes -
Add a note field when resolving Lost item charges at Check-in
We would like there to be an option to add a note when resolving lost item charges, processing fees, and overdue fees when checking in a Lost item. Currently, if we want to add a note when waiving processing fees or overdue fees, we have to first charge the fees, then go to the patron record and waive from there after the fact, just so we can add the notes. It would be much easier if we could add the notes right on the screen that pops up (see screenshot).
9 votes -
Add more info to Waiver Request in Fines & Fees in Patron account in PAC
We think it would be helpful for patrons to see Waiver Requests as "Submitted" or "Pending", "Approved", and "Denied" for better understanding. See screenshot which illustrates the lack of that detail now.
4 votes -
More granular permissions for deleting items/bibs
In Polaris, a single delete of a bib/item record will result in that record being 'marked for deletion.' It is no longer visible in the PAC, but is still visible in Polaris with a Deleted status. Deleting a record in Deleted status, or what we've termed 'double-delete,' will result in the record being fully purged from the database.
Sometimes, staff will delete a record and go back to it to verify the deletion. They see it's still visible in Polaris (missing the Deleted status) and delete it a second time. This accidental purging results in no longer being able to…
11 votes -
Block patrons from placing holds in VEGA, Mobile App, PAC and Leap if patron is blocked
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.
11 votes -
Material loan limit by pickup branch
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…2 votes -
Allow Floating's Load Balancing option to be set at the Library-Level
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.
7 votes -
Turning off Item Renewal at the Patron level
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.
6 votes -
Limit loans on new items from a branch
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 -
Add Abdo Publisher as an EDI vendor.
Adding smaller vendors allows us to receive better discounts when we can order direct.
2 votes -
Allow an item to belong in multiple collections.
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.
9 votes -
Provide warning dialog when making mass changes to holds
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.
8 votes -
Re-arrange records in the Workform Tracker
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 -
Load all for patron reading history
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 -
i would love to see the ability to search by birthdate by just typing in the birthday without triple clicking
i would love to see the ability to search by birthdate by just typing in the birthday without triple clicking
6 votes -
See system-wide item availability while placing a hold for patron
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 -
Exclude ebooks from "Book" Material Type for searching
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.
31 votes -
Weeding Record Set Functionality
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)…
8 votes -
Display warning before removing/deleting items from Polaris PAC Saved Title List
There is currently no warning if a patron selects titles in one of their saved title lists with the intent to place a request but then accidentally clicks the Remove button instead.
Providing either a warning message, as is the case for things like canceling holds, or putting deleted titles in something like a trash can for 30 days or so, would prevent accidental deletion and related frustration and improve the user experience.
11 votes
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