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ILS - Polaris

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603 results found

  1. 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.

    21 votes

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  2. Do this by creating a record set and using 'Ad Hoc Bulk Change' or 'Bulk Change' to change the circulation status from 'Lost' to 'Withdrawn', retaining the bill and item information on the patron's account.

    21 votes

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  3. Frontline staff currently have an alert to click through when they view an Authority record. Could there be separated permission levels to allow staff to View an Authority Record without clicking through the pop-up, vs Modifying these records?

    21 votes

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  4. Right now, staff can only copy & paste diacritics from elsewhere into Leap, but they have no way of directly inputting them into cataloging data. The toolbar was able to do this, but Leap cannot.

    20 votes

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  5. Polaris continues to add more tab options in Leap patron records (most recently for the Dated Notes), but the newest features frequently end up getting hidden in the More menu.

    It would be really nice if each staff member had the ability to reorder the tabs in their patron record view, so they can ensure their most used tabs remain visible even if they are zoomed in or using a smaller screen.

    For instance, many of our libraries do not use the Reader Services tab. For those libraries, it would be wonderful to have the option to move the Reader…

    20 votes

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  6. No that we have migrated from Sierra to Polaris, the call number field is not included in the SIP response when using an inventory wand. At this point we only see the barcode and title of an item, which makes it more difficult to find identified items.

    20 votes

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  7. 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.

    20 votes

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  8. Please make it possible for offline Leap to display the patron name when their barcode is scanned for an offline checkout. This is available in toolbar offline, and I'm sure it would be tricky to configure, since Leap is browser-based, but we just used Leap offline for the first time during our latest upgrade, and the biggest comment I've received is the lack of the patron name during checkout.

    20 votes

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  9. Allow staff to customize the display of columns in the item record history, as they can in the display of search results. For example, our staff have pointed out that for each action the item's assigned branch displays prominently, but it is less relevant that the "location" (i.e., the branch where the history action took place). They would find it much clearer and easier to use if they could control the order of those columns, and set it as Date / Location / User/WKS / Status / Action / Assigned Branch.

    20 votes

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  10. We would like Polaris to transition expired patrons to Deleted after a specified time frame. (Such patrons would of course need to have no lost items or checkouts.) We envision this working like Lost Item Transition and the Missing Item Transition. Ideally, we could also set a fine threshold to only delete those expired patrons with less than a certain amount of fines on their cards.

    Adding this feature would allow a library to automatically remove expired patrons and allow for a more streamline process for deleting the ones they wanted.

    20 votes

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  11. Sometimes I have a lot of records open in the workform tracker, and it's a pain to have to go into each to close it. It would be useful to have a button I could quickly click to close them instead.

    In cases where a record has been modified it should generate a prompt about saving changes, and show you the record again in this case so it's clear what's being saved.

    20 votes

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  12. 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.

    20 votes

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  13. Today if a record set is deleted it's still visible in the list of record sets a specific record is a part of (either on the Record Sets tab in Leap, or list of Linked Record Sets in the client). However there's no clear indicator that it's a deleted record set, which can cause confusion for staff. It would be helpful if the Record Status column was visible, and if there was an option to not display deleted record sets (ideally the setting could be applied at various organizational levels). Both these options would allow more clarity and control for…

    20 votes

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  14. 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.

    20 votes

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  15. 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).

    19 votes

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  16. Can the Serials Check-In utility be updated to allow bulk deletion of predicted serials issues? When a weekly/bi-weekly publication changes the day of the week that issues are released, it is easier to update predicted issues in the desktop client* but staff without authorization to create prediction patterns cannot complete this work in Leap. This slows down access for community members.
    *In the desktop client, staff can bulk delete all but one predicted issue, edit the remaining predicted issue to match the new publication date, and then bulk predict issues to match the new day of week without closing and…

    19 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…

    19 votes

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  18. This proposal outlines an extension to the Patron Validation API to include an optional serviceName parameter. When provided, this value will be recorded in the Integrated Library System (ILS) transaction log, allowing us to track which service initiates each patron validation request.

    Currently, the ILS transaction log records patron validations without capturing which service initiated the request. This lack of context makes it difficult to analyze traffic from third-party services (e.g., OverDrive, Hoopla) or internal applications, troubleshoot validation spikes, and make informed decisions about service contracts and resource allocation.

    The proposed solution is to modify the Patron Validation API to…

    19 votes

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  19. We have locations that would like greater options for customizing checkout receipts. In particular, they would like to add an image at the bottom -- a library logo, or a graphic version of the library name, or a periodically changeable "word bubble" graphic promoting upcoming activities at the library.

    19 votes

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  20. Sierra includes the ability export records directly from OCLC into Sierra using the OCLC gateway. This allows librarians to quickly make edits in OCLC using macros, and export those records to Sierra without actually affecting the master record in OCLC. Having this feature in Leap would be great.

    19 votes

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