657 results found
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Limiting an item to your library and patrons
The options to limit whether an item stays at a specific library location and is accessible to patrons from specific libraries needs to be updated to allow us to put the time limit for all these options. Currently, you can only put a limit for "Patrons from this library and branches" for however many days you'd like that to be active for and it will count down (which this should be an actual count down that will unselect after the amount of days has been fulfilled). It would be nice to be able to set a similar countdown for the…
1 vote -
Allow a popup note for certain material types on self-checkout machines
For certain material types, it would be helpful to have a note pop up at self-check machines to make patrons aware of the condition of certain items. An example would be a notice like: "Some items are locked. Please see a staff member to unlock." It would still let them check it out, so it'd be different from a block.
3 votes -
Improve MARC Import user experience
The LEAP MARC Import tool requires extra clicks and scrolling back and forth every time you use the import process. My team uses this process many times a day, so the extra clicks add up quite a bit, even to causing ergonomics issues. Updates to reduce the amount of clicking could cut the time spent on setting up import processes by almost half.
You have to click "Select File," and then get a popup where you have to click a second "Select File" button. You should only have to do this once.
Generally you are working top to bottom down…
4 votes -
Linking pre-coordinated authority records
Currently if you have pre-coordinated authority records that are not established editorially, the individual SH will be imported but will not link to the appropriate bib record without changing the pre-coordinated SH to the base-phrase.
Example, if I have the SH 650 _0 southwestern flycatcher $x conservation and want to link southwestern flycatcher to the $a and have the appropriate SH the system will prompt me to change the SH in the bib from 650 _0 southwestern flycatcher $x conservation to 650 _0 southwestern flycatcher. Likewise, if I try to link the free-floating pattern heading $x conservation I will be…2 votes -
Maintain date-ordered holds queue when transferring holds from one bib to another
When transferring holds to one bib from another, Polaris does not maintain the date order of the holds queue, even though the original request date stays with the transferred hold. Instead, staff have to manually move holds up and down. This is a huge waste of time. We'd like for holds transfers to maintain their place in the queue when transferred, which can be accomplished by simply ordering the queue by date as part of the transfer process. This is a daily occurrence for us.
10 votes -
Display processing pop-up
When items using a shelf location with display processing enabled are checked in (normally or via in-house), could a pop-up be displayed to ask staff whether the item should still be on display instead of the shelf location being immediately updated?
1 vote -
picklist column
Currently, the column layout in the Picklist Processing workform (such as EXPIRATION DATE) is hard-coded and cannot be modified or hidden via Polaris System Administration. We request an enhancement to allow libraries to customize column displays in the Picklist Processing grid (e.g., ability to hide or remove unnecessary columns like EXPIRATION DATE per branch or system preferences).
11 votes -
Additional option for bulk changing Call Number fields
During a major labeling/item record change at our library, we have had technical services staff appending a non-Dewey subject name in the Classification field. However, this has to be done manually for each item record, as there is no option to prepend/append/replace information in these fields (as is the case with the Block and Notes item record bulk change section). Adding this feature to the Call Number tab would save immense amounts of staff time, in addition to saving us from relying on consistent correct spelling or the need to correct item-by-item a perpetuated mistake (our example? Someone accidentally input…
9 votes -
Request Manager go back to where you were
When you are in the request manager and click on a hold request, then close the request, you are brought back to the top of the list. It would be great if you could be brought back to where you left off on the list.
11 votes -
Improve Hold Notifications in ExpressCheck
We would like to see clearer messaging in ExpressCheck when an account alert relates to holds that are ready for pickup. Additionally, displaying the number of holds ready for pickup on the checkout screen would be a valuable improvement.
Previous versions of ExpressCheck displayed this count, and patrons appreciated being able to see the number decrease as they checked out their holds. This provided a simple visual confirmation that they had retrieved all their holds from the shelf, helping prevent items from being left behind.
2 votes -
Bulk update patron alert notes
We would like the patron alert note field added as a bulk change option. A use case would be adding the same note to all accounts with a given patron code (for example, adding a note to computer use only cards reminding staff not to check items out to them).
6 votes -
Add Patron Alert Note as a filter in SimplyReports
Currently in SimplyReports you can filter patron reports by non-blocking notes, blocking notes, free text blocks, etc., but there is no option to filter by Patron Alert Notes. Right now the only way to pull a list of patron accounts with Alert Notes is through an SQL search in the Find Tool.
14 votes -
Add searching PO Status date and POLI Status date to Find Tool.
I regularly want to check the status of POs or POLIs within a certain date range, but the only date search that is available in the Find Tool is the PO release date. We rarely receive an entire PO at the same time. There is a field on the POLI and the PO for status date. This is what we would like to search. This would help us find items that have been received or eliminate items that have be received.
9 votes -
Automatic notification for holds on missing items
If there is a bib record with a single item and that item is marked missing or lost and that item has a hold placed on it, the system should automatically cancel that hold if it hasn't been fulfilled within 14 days (especially in the case of a missing item) and notify the patron that the hold is being cancelled due to the item no longer being available. It would be one less thing that staff would have to manually keep track of and make it quicker for patrons to know that they won't be getting an item.
15 votes -
Managing holds
There should be a way for staff to edit a hold once it has been placed.
For example, a patron unknowingly places a hold on a bib record that only has one item attached to it. As staff it would be nice to simply be able to edit which bib record the hold is for instead of having to place a new hold entirely and either group them or leave two holds for the same item, different editions on a patron account.
Another example: We should be able to edit an existing hold request to either make it an item-level…
4 votes -
patron alert
With the roll-out of patron alerts in the registration, it would be nice for staff to be able to acknowledge and disable a note without having to go back into the patron registration to uncheck that box and then have to delete the text. When we get that pop-up that there's an alert there should be the ok option that we currently have which would keep the alert active, but also an option that's worded something like "acknowledge and dismiss" so the alert is no longer active. This would allow more ease of use for staff and that way we…
3 votes -
Customize Order of Holds in Polaris ExpressCheck
Holds are currently listed by date with the holds ready for pick up grouped at the bottom. We would like to customize how the holds are sorted with the holds ready for pick up listed on top.
3 votes -
Display place in queue when hold is inactive
As new users of Polaris, our patrons are unhappy with the fact that they can no longer view where their request lies in the queue when their request is inactive. It is our most frequent patron complaint since we have gone live.
My apologies if this idea has been posted already, but I couldn't find it.
14 votes -
Add new optional indexes to Quick Search
Add Bib record id to quick search, or include more possible indexes for keyword searching in Quick Search. We wouldn't want to enable ALL possible indexes because the goal of quick search is to be quick, but we would like to choose which ones we can enable and have far more options than we do now. Bib record ID & Patron ID are the two we would prioritize, which staff use constantly.
8 votes -
Ability to assign Find Tool SQLs to permission groups
We would like ability to assign certain Find Tool SQLs to particular permission groups. This would narrow down a list for an individual so they dont need to see every SQL we save across the organization.
Example: I have several SQLs I run every month and add to record sets for staff to review. I currently dont have those saved in Leap because it will crowd the SQLs that already exist there. I would like to assign those SQLs to our Admin permission group so that only that group of staff can see them for running.
8 votes
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