30 results found
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Improve Student/Patron Import
The Problem
At best, the method and workflow used to bulk import patrons into Polaris (often referred to as student import) is archaic. The Polaris documentation for this process, Importing Student Records as Patron Records, is 19 pages long and seven of those pages are definitions and descriptions for the format of a pipe delimited file. This file contains 65 separate columns, all of which must be included in the file even if they contain no information. The documentation defines at least three columns that you should not populate… so why are they there? You can obtain a sample Excel…
44 votes -
Make 'non-blocking' circulation blocks optional
Many of the blocks that pop-up during transactions at the circulation desk are more informational than related to rules. Separating 'blocking blocks' (patron is over the fines threshold) from 'informational blocks' (patron has a hold available) and making the latter optional would help libraries improve accuracy and efficiency at the circulation desk.
Idea Value
Having unnecessary blocks popping up during circulation transactions takes staff and patron time and trains staff to click past blocks without reading them closely, making it more likely that important messages will be missed and ruled will be overridden. Giving libraries the option to include or…37 votes -
LEAP - Picklist processing display - customize fields (exact fields TBD)
Currently the picklist processing report is as-is with no options to modify.
We've found it would be helpful for our library to have the last activity date to display when printing the picklist as items may have been returned within the last few days and on their way to being re-shelved or possibly on shelf for years & actually missing. Thinking others may have additional fields that would be of use to them as well.
It would be a helpful enhancement for staff to have the ability to choose additional fields to customize & re-arrange the columns on the picklist…
36 votes -
Auto update member code from Junior to Adult when they turn 18
Having member codes change automatically based off patron age, changing junior to adult when they turn 18.
33 votes -
Send verification email when patron pre-registers using PAC
When a patron pre-registers for a library card using the PAC, they need a verification email sent to them that confirms that they've successfully created an account. This email should include the temporary barcode that is assigned to them, instructions on how to access their account on the PAC, and what to expect next.
Idea Value
1. The email provides instant feedback to patrons so they will have a more positive user experience.The temporary barcode created when a patron registers is not discoverable after logging out of the initial session. The enhancement would allow patrons to use the library…
32 votes -
Captcha for online PAC card registration and user login.
I would like to have the option to require a customer to complete a captcha challenge to signup online for a PAC card.
I would also like the option to require customers to complete a captcha challenge when signing onto the PAC.
Idea Value
Security - honestly this should already be done.31 votes -
Show warning dialog before deleting reading history
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…
30 votes -
Allow Lost or Billed Items to Be Claimed
I'd be really helpful if it were possible to claim lost items. This has always been an issue here at Chicago Public Library, but even more so after we went fine free and started making items go lost after seven days. Now items often go lost before patrons notice, and it takes a lot of staff time to return the items and check them back out to the patron just to claim them.
Idea Value
Being able to claim lost items items would make life easier for staff and speed up circulation desk lines.As more and more libraries go…
30 votes -
Ad-Hoc Bulk Changes for ALL Record Sets
Currently only Item record sets have the option to bulk change selected records (Polaris 6.2). We'd like this to be available in all other record sets.
Idea Value
Many of us (myself included) have tried to apply a bulk change to a small number of selected records within a record set, only to have the change applied to all the records in the set. It's beneficial having an ad hoc bulk update option with item record sets, but it's a gap not having this available for patron and bib records as well, since they also frequently require bulk edits. The…30 votes -
When patron barcode changes, auto-update with Libby
Currently when a patron replaces their library card and gets a new barcode, staff have to manually reconnect them with their Libby account, which is connected to their old card number. This update should be automated so that patrons who lose their library cards don't also lose access to Libby or other eResources. I'm not sure if this would require an update to the API (?)
28 votes -
Granular Permissions for Web Admin / Language Editor
Add granular permissions for the use of the Web Admin /Language Editor tabs. Ideally, each tab in the language editor should have its own permissions sets.
Language Tools tab permissions for "Access, Edit, Add, Import, Export".
PAC Tools tab permissions for "Access, Reload, Compile CSS, Identify Strings"
PAPI Key Management tab permissions for "Access, Generate, Edit, Delete"
Idea Value
At this time there is just the one permission to access and use the Web Admin / Language Editor. Specifically the permission is the following:Permission Name: Allow
Control Record Name: WebAdmin Access
Subsystem: System Administration
Organization: Not Applicable
Level: System…
22 votes -
Registration/Renewal period based on patron code
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.
21 votes -
Outreach alert during hold creation
A request for an enhancement from our Homebound Services (Outreach) department: In Reading History, it would be beneficial to generate an alert (has had) from the Reading History when placing a hold, not during check out of the item. Presently, the current setting notifies staff at check out whether the patron has had the title already.
20 votes -
Upload patron barcodes into a record set
The add from file feature in patron record sets should allow importing by patron barcode in addtion to patron ID.
19 votes -
Staff Members - Improved Search Options
The staff member Find tool in the client is very limited, making it difficult to find users without using SQL. For instance, there's no option to search by their Organization or Associated Branch, or by whether they have a Suspended account. It would also be useful to include these details as result columns, as well as details like "Last Login Date" (or include this under the account properties).
Idea Value
Today it's difficult for most of our users that need to search for staff at their library, or who have not logged in for 6 months, to do so without…16 votes -
Remove Branch Requirement from Patron Bulk Change
Allow bulk change to all fields in the bulk change workform when the record set contains patrons from more than one registered branch. Currently, the system requires that a single registration branch must be applied to the patron records before changing the patron code and/or the library assigned blocks. These values are set at the branch level; however, most libraries use consistent patron codes and blocks across branches.
This was previously submitted in the old enhancement process:
"Bulk changing a patron code requires the selection of a registered branch. We request that this requirement be suppressed if all branches can…
12 votes -
You Saved in PowerPac and API functionality
We would like our patrons to see how much they have saved YTD and Lifetime when logged into their account in the PowerPac. Also having it be information that can be passed through API. I imagine this could be something we would be able to turn on and off same as the You Saved receipts.
Idea Value
Currently we compose an email to each of our patrons every year to let them know how much they have saved and they enjoy the email. We are looking to have it more streamlined and patrons can see this at any time by…12 votes -
reading history
Reading history improvements, allow for more then 9,999 and allow reading history to be searchable on staff and patron side.
11 votes -
Automate lost card number request via email option in PAC
Automate lost barcode number requests. The simple way to achieve this is to offer this option below "Forgot your password" on the PAC login screen. The user clicks this and is asked to enter in the email address connected to the account in addition to first and last name. The patron associated with that name and email address would receive an email with the barcode. If the patron does not have an email on the account, or the wrong email address is entered, the user receives an error message.
Idea Value
This would save staff time in person and on…10 votes -
(SMS - Cirriusimpact) Allow for Almost Due / Auto-renew to patrons by phone
Allow patrons to receive Almost Due / Auto-renew messages through the SMS - Cirriusimpact product integration.
9 votes
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