573 results found
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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…
19 votes -
Prevent Modification Date Setting on New Bib Records
I realized recently that all our bibliographic records have the Modification Date populated, even new records. It turns out that the process of creating the record will update the Modification Date due to an aspect of the process. This doesn't seem part of the intended design, so it would make sense to correct the process to stop adding a Modification Date entry.
Idea Value
This may cause confusion for staff working with bib records, and in general it's not good from a record metadata quality perspective to have misleading modification details. It can be filtered around in queries (the modifier…19 votes -
Add an option to mark record sets as "do not delete."
Polaris has long supported an option in Patron Registration where you can mark a patron record as "Do Not Delete." I'd like to see that same functionality carried over to record sets. For me, it's a fairly common task to recover accidentally deleted record sets for staff members who've somehow managed to delete an important and often used record set, despite every warning they receive.
Specifically, I'd like to see this option added at the permissions level, with separate permissions for:
- Mark a record set as "do not delete"
- Clear a record set for deletion
That way staff members can't…
18 votes -
Custom cover images should show up in Leap
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.
18 votes -
"Patron has holds" popup when check out workform OPENS instead of when first item is scanned
We are upgrading to 7.7 and have just decided to NOT turn on the new feature that suppresses non-blocking 'blocks' such as the 'patron has holds' popup block.
Ellie K. submitted a related request here: https://ideas.iii.com/forums/951742-ils-polaris/suggestions/49700207-remove-pop-up-about-holds-on-shelf-when-checking-o to suppress the block if the first item being scanned for checkout is a hold from the current branch.
We'd like to take this a step further and suggest the block appear when the check out workform is opened. This achieves the purpose of the block (triggering staff to alert the patron that holds are available) without even getting into whether the transaction that…
18 votes -
Add series info when linking
Currently, if I want to add series information for a book in the item record when I link it, I would need to put it in the volume field. It'd be nice if there was an easy way to indicate if a book is part of a series and where it falls in the series without it creating a super long call number. Series info isn't standardized when it comes from publishers and isn't always included in the MARC record. This does make a difference for my patrons to know if a book is part of a series and would…
18 votes -
Validate controlled thesauri (650 or 655 _7 $2)
Adding the $2 validation opens the door to using so many controlled thesauri, like Spanish headings via Queens and National Library of Spain, OLAC's video game headings, Homosaurus' headings, and many more that would make searching easier for customers and staff by providing access points that mimic how they talk about their interests and information needs.
It would be a step closer towards inclusion by using various existing vocabularies that institutions want to use, unlock more potential of the ILS, as well as improve authority maintenance overall.
18 votes -
A way to customize pop up notices
Various popups appear in Polaris via the client or Leap. Some are pretty clear in what the reminder or error message is about and some popups are not.
I am requesting a way to customize the text and title (Leap only has this visible) to make it more clear for our staff to understand either the popup reminder or the popup error with a little more explanation.
Example for Popup Reminder: Via the client we have a popup reminder about "reminder notices option is email. Do you want to continue?". This occurs when we leave the email field blank per…
18 votes -
Patron Notes field - pop-up alert on check out
It would be useful to have a pop-up alert for notes to patrons that are important, but not so urgent we need to block their record. This would mean that when staff scanned their card at check out, there would be an obvious pop-up to alert them of a message, rather than relying on them noticing a colour change to the Notes link.
18 votes -
Add notes field to Polaris Staff Accounts
We occasionally need to document the use and purpose of special staff accounts. Mostly we do this to make sure they don't accidentally get deleted.
Historically we did this by using the email address field on the staff account. Now in PolarisAdmin (Web) it enforces email address formatting rules in that field so we can no longer use that field.
This was always a hacky work around. It would be better to have a notes field on polaris user staff accounts like patrons do. It should be up front and in your face though and not hidden behind menus. Again…
18 votes -
Ability to view Bib circulations (Statistics) by year complete history, rather than just YTD & Previous Year
Being able to see a more complete circulation statistics for the lifetime of a title gives selection staff a more complete picture of the use of a title, in order to make better decisions about purchasing future titles by an author or in a series.
18 votes -
More Robust Item Record Change History
It would be very helpful to have a more robust item record history. It appears that only the last 12 months of item history is available. It would be great if Polaris would:
A) keep the history of changes in the item record forever
B) improve the data that is stored and presented to staff, for example, so we could see what exactly was edited on 7-26-23 in the screenshot attached. Perhaps by clicking on the entry and having the information pop up.18 votes -
Additional dynamic filter options in Simply Reports
In Simply Reports, some filter menus do not populate options until a library/branch is chosen (i.e. Shelf Location, Stat Code, Statistical Class). This is helpful for consortia because the menus only become populated with the options available at each selected branch(es), keeping the options to a manageable size.
We would like to see this dynamic menu functionality applied to the Collection, Material Type, and Patron Code filters as well.
Currently, our consortium has 55 Material Types, 57 Patron Codes, and 284 Collections to choose from in these menus, which becomes quite overwhelming for users and involves A LOT of tedious…
18 votes -
Import Profile Rention Tag - 020 shoudn't duplicate
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…
18 votes -
Change $ amount in POLI
At times our vendors send us a substitution for the item we ordered. It would be helpful to be able to change the dollar amount in the POLI when this happens so that the encumbered funds accurately reflect what is on order.
18 votes -
Include library mailing address on In-Transit Slip
When libraries within our consortium borrow and lend items among each other, they send those items through the mail. Currently, they have to manually look up each other's mailing addresses (many times by Googling which isn't always accurate). It would save staff time and reduce errors if a library's mailing address could be included on the In-Transit Slips.
This would also allow for libraries to ensure the requesting library has their 'preferred' mailing address if an item needs to be returned to a location other than the owning library. For example, if a Main Library processes holds for its smaller…
18 votes -
Have a holds notification at checkout tell what library the items are being held at.
Have a holds notification at checkout tell what library the item, or items, are being held at.
Scenario: A patron who is not our patron is visiting our library and has holds on our holds shelf. They come to the desk with books to checkout. The notification that we get now is something like "patron has 3 holds at a library other than their home library of Potsdam" This does not signal to me to check my shelf, it could be any library. In the test LEAP we had, it would tell me "patron has 2 books held in Waddington…
18 votes -
A note field that pops up at check out and check in
We need a note field in the item record that pops up as a warning box at check out and check in for notes that staff and patron may need to act on before checking out and in. Notes such as "Patron needs to sign a hold harmless form." Or the price of this piece of the kit is $250.00. Or "Item must be returned to this library." Staff should be able to close the window once they have read it.
18 votesUpdating this to under review. We have plans to add an "alert note" on patron records but need to evaluate on items. I accidently updated the wrong idea (between the two).
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Display Last Activity Date in Item Records
While Leap Item Record views are pretty robust, they often lack a very critical piece of information - Last Activity Date. Modification and Creation date display in Properties but Last Activity Date is not displayed. While it can sometimes be found in the History view, this is not always the case. Sometimes History is empty in Leap. We reference Last Activity date in the staff client on a regular basis and need ready access to that same information in Leap
Idea Value
Last Activity date and info can be helpful for collection evaluation and in tracking down items.18 votes -
Send patrons a notification when holds go into Not Supplied status
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).
17 votes
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