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ILS - Polaris

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110 results found

  1. In the staff client, it's possible to delete a staff user account in system administration and the account will no longer show up linked from associated records or in search results. In the Web version of System Administration (as of at least 8.0), deleted staff users continue to show up, but the username is appended with "(Deleted)." User accounts in Web SysAd can be sorted based on whether they are Enabled or not, but the search and filtering options don't allow for filtering out Deleted staff from searches. We have been on Polaris since 1998, so our Deleted staff far…

    19 votes

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  2. We'd like to be able to pull the patron YTD and Lifetime You Saved amounts in a patronBasicData call.

    22 votes

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  3. Identifying the correct record set from Find Tool results would be easier if the record set ID was an optional column.

    16 votes

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  4. In the client a bib search can be filtered by Item Material Type. This would be useful in Leap.

    25 votes

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  5. Right now we take our want out into the stacks and run it with the Tech Logic software on the laptop. Once we are done with the section we want to inventory, we then save and upload a document to Polaris or Simply Reports to update our materials with the new inventory date. It would be nice to have our Inventory Wand link directly to Leap and update the inventory date live in our system and cut out the middle step of saving and uploading the file.

    6 votes

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  6. Direct links from a POLI to it's invoice line item would be helpful and match client functionality. Linking to an invoice that may have many line items requires more scrolling and double checking.

    20 votes

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  7. Libraries that are configured to use pickup areas such as lockers, drive-up windows, etc, need to be able to see the pickup areas via the Request Manager's "Held" view. This will help libraries distinguish and manage items that are on the library's holds shelf and those that have been placed in the pickup locker.

    Currently, in the patron's holds view, either the pickup branch or the pickup area are displayed in a column, no matter the status of the hold. This column of information is also available in the Pending view of the Picklist. See attached. Please bring this information…

    3 votes

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  8. The item hold setting option, "Days Past First Available," was added in Polaris 6.4. This hold setting is not currently included in item bulk change options and should be added in.

    Idea Value
    Libraries who want to begin using this feature cannot currently bulk change existing items to use this setting (or, if already using, change the existing value). All other item hold setting options can be bulk changed. For parity, the "days past first available" should be added as a bulk change option as well.

    40 votes

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  9. Add editing of the fund, destination, and collection of POLI segments to match the client functionality.

    39 votes

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  10. The client has a direct link from the invoice line items to the holds queue. In Leap, getting to the queue requires going through the item (and sometimes bib).

    31 votes

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  11. In the client, funds link directly to invoices, POs, POLIs, and other related records. Funds in Leap have very few links. Direct linking to working acq records facilitates tech services workflows.

    46 votes

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  12. In the client, staff often use the link to individual purchase order line items, but this is not yet available in Leap. Because an invoice may have many linked POs, and POs may have many POLIs, it can be difficult to find the correct POLI without access to direct links.

    Adding POLI links would reduce friction for tech services staff making the move to Leap.

    42 votes

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  13. Adding a 4K disc icon to the discovery layer to distinguish a 4K disc from a Blu-ray disc would be helpful to patrons.

    3 votes

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  14. Current user experience shows a gap in the Authority Records search flow. After running an authority search in Leap and opening an individual record, users are unable to return to the original results list. The only available option is to close the record, which also closes the search, forcing users to re‑enter and re‑run the query. This creates unnecessary repetition and slows cataloging work.

    Proposed Enhancement (User‑Journey View):

    Add a “Results” button to Authority Record views—mirroring what already exists in Bibliographic Records.
    This allows catalogers to:

    Move seamlessly between multiple authority records that appear in a single search (for example,…

    10 votes

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  15. When using the Search tool and searching a bibliographic record, it would be nice if the "Call Tag" column used the actual call tags my library creates and not the 082 field. This could be similar to the search for Item Record.

    6 votes

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  16. If you have a search filter saved as a default search (such as assigned branch saved, for example), but temporarily remove it for a search, then open a bib/item record, then go back to the search results, LEAP will go back to your default search with the filter applied instead of the one you just did with the filter removed. This doesn't appear to happen the other way around. If you don't have a filter saved as your default search, but apply one for a search and then go back to search results, your filter will still be present. Is…

    6 votes

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  17. In the client, you can do a bibliographic search by "standard identifier number" and it searches a bunch of different possible fields (the corresponding power search: (((ISBN="1234" OR ISSN="1234") OR (OSI="1234" OR STRN="1234")) OR (((PN="1234" OR CODEN="1234") OR OCN="1234") OR (SOA="1234" OR UPC="1234*")))). We would also like to see this option in Leap.

    Currently, staff don't get results for a scanned barcode unless they choose the correct field to search and the indicators in the record are properly set. This means they often get no results and incorrectly assume we don't have…

    31 votes

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  18. Kitsap Regional Library wish to engage in EDI based acquisitions with this supplier

    21 votes

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  19. In our system we have different Patron Codes for different ages. This allows us to differentiate services in the library to patrons of different ages. Occasionally, during the registration process (we exclusively use Leap) staff will forget to assign the correct Patron Code based on the new patron's age. If the system was able to auto-assign Patron Codes based on the inputted Birthdate, it would greatly reduce human error.

    3 votes

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  20. POLI does not link to the supplier record. Bibliographic record does not link to POLI or invoice line item unlike in the Client.

    Add functionality in LEAP to not only link from Bib to PO or Invoice but also link to line item.

    31 votes

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