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ILS - Polaris

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693 results found

  1. Provide a way for patrons to request materials that can become part of the holds workflow.

    27 votes

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  2. Currently, staff modifications to patron registration including card renewal do not update the Patron Last Activity Date (LAD). As more libraries move towards long or no expiration periods, LAD becomes even more important for patron database maintenance. We have seen cases in which patrons renew their card without any additional activity resulting in their record being purged during cleanup. Including renewal and/or extending the card expiration period in LAD will better allow libraries to track patron engagement.

    27 votes

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  3. We use ChiliFresh as a source for cover images and we also use their service to upload custom images for missing covers, kits, etc. After the MARC record is updated with the custom image tag, the new image shows up in the PowerPAC immediately. However, it never shows up in Leap. Leap is already pulling images from ChiliFresh (as well as other sources) for the cover images in Leap's item and bib records. It's really weird that it doesn't pull from the same source to get the custom image attached to the record.

    26 votes

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  4. Enhance operational efficiency and standardization by allowing the saving of Leap power searches beyond individual staff profiles. Currently, saved power searches reside only at the personal level, hindering consistent workflows and leading to duplicated effort. Enabling system- or library-level saving for power searches will allow libraries to establish shared, robust searches, improving consistency and ensuring critical search capabilities remain accessible regardless of staff changes.

    26 votes

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  5. For our system, having both an expiration date and an address check date is redundant, and staff constantly fail to update the address check date to match the expiration date. I'd like to have the ability to suppress the address check date as well as other fields, such as street address lines 1 and 2.

    26 votes

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  6. We would like to have more enhanced data fields within SimplyReports in order to help users create reports that can fit their needs a bit better. For example, we recently ran into an issue where a staff member wanted a field that can indicate status descriptions for Lost/Unpaid or Lost/Accruing. In this case, it was explained that there would need to be a combination of patron account information, item status information and library settings needing to be available in order for this to work. Can possibly looked into for the future?

    26 votes

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  7. It would be useful to have a "Mark Item Missing" selection available in the "Actions" menu for Item Records. Not only would this be more convenient for staff who are unable to locate an Item that was not on the Picklist than navigating to the Details page and manually changing the status there, but hopefully this could be implemented in such a way that staff don't need the Item Records - Modify Header - Cataloging permission just to mark an Item Missing.

    25 votes

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  8. Please add the format to the information presented in the header section of a bib record.

    25 votes

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  9. We would like the option to link invoices together in Leap like we can in the client. We use this feature to keep track of credit memos by linking the credit memo to the original invoice.

    25 votes

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  10. Unless patrons are regularly monitoring their account (some don't even do this at all) they would have no idea when their holds go into Not Supplied status. Having a notification for this would alert them to take some sort of action (try to reactivate if possible, order another edition/version, contact the library for other options).

    25 votes

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  11. Currently, the only way to view pending holds for pickup at other libraries in Request Manager is in the Polaris Client. We would like this brought over to Leap. This idea would make the Request Manager in Leap and the client equal in terms of capabilities.

    25 votes

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  12. If staff attempt to check out an item with an "unexpected" status, such as Withdrawn, Unavailable, or Missing the checkout fails, with an error message "unexpected item status." Staff must check the item in to change its status to Available, and then check it out. This breaks the flow of the checkout transactions and causes a delay for the patron. It would be very helpful if we could specify in System Administration which statuses cause a complete failure of the checkout (the current rule for all of these statuses), which cause a warning message that staff can override, and which…

    25 votes

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  13. Details on items going in-transit, enroute, and/or transferred are not kept within the Polaris Transactions database. Instead, the data is only kept within the Polaris database. This means if an item is deleted, then statistics on it going in-transit/transferred/enroute are lost. The enhancement request here would be to include that information into the Polaris Transactions database.

    This could also serve as a generic enhancement request for increased reporting abilities within Simply Reports. It seems there are a lot of things our libraries would like reports on that are not possible to create within Simply Reports. It almost always involves historical…

    25 votes

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  14. On an item record, you can currently only see the information about the current borrower and the most recent previous borrower. This should be increased to at least 3, so that in the case of a question about condition or missing parts, we have more than 1 patron we can ask.

    25 votes

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  15. When I browse in the PAC (specifically, by call number) it provides a list of call numbers. I can choose one, and am brought to it. But, if I want to look at the neighboring items, I have to "Go back to Browse Results" and select the next one from the list. It would be much easier to arrow back/forward between results without returning to the results list.

    25 votes

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  16. Ability to incorporate Spanish and/or other licensed world languages into eReceipt notices. Currently, eReceipts are only generated in English.

    25 votes

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  17. When staff are placing individual holds for a patron Leap and the Desktop client allow staff to use the pickup branch as the branch where the staff member is logged in*. For libraries with centralized call centers it would be helpful to offer to use the patron's preferred branch when placing the hold request for the patron.

    Of course, this will need to be cleared indicated to the staff member what their preferred location is as they should still verbally confirm that is the location they want to use.

    It might also be nice to have a SA setting that…

    25 votes

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  18. When using import profiles for EDI ordering you must add the "retain 020" field in order for the 020 to overlay onto an existing bib record when ordering additional copies. This is annoying because each time you reorder, another 020 line gets stamped into the bib - adding more lines for Cataloging staff to delete when the item comes in.

    If you remove the "retain 020 tag" no more duplicate 020s get stamped onto the bib, but also any new-to-the-bib 020 also does not get added. This is a problem especially with AV, where some vendors use a 020 tag…

    25 votes

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  19. The patron birthdate field and postal code field both require correct formatting to save the record. If would be helpful to staff if Leap could have auto-formatting (as many web forms do), e.g. insert the dashes in the birthdate (yyyy-mm-dd) and capitalize and insert the space in the postal code (A1A 1A1).

    Adding the calendar date picker back for the birthdate field would also be great, assuming that the issues it used to cause could be resolved.

    25 votes

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  20. Provide an option to retain the load-all after making changes in a record set. Currently if you load all, then make a change, it reloads the limited set of records.

    24 votes

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