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ILS - Polaris

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573 results found

  1. When a library card is expired a large red box appears on the screen to say the library card is expired. Can we get that same type of box for an account that has a balance and a Blocking note?

    17 votes

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  2. Currently, there is no way to adjust receipts. We only have the option of which fields and we are not allowed to put those fields in an order that suits our workflow. We would love to see Leap have a WYSIWYG editor so each library can configure font size, fields, etc. for each receipt.

    17 votes

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  3. We would like there to be an option to add a note when resolving lost item charges, processing fees, and overdue fees when checking in a Lost item. Currently, if we want to add a note when waiving processing fees or overdue fees, we have to first charge the fees, then go to the patron record and waive from there after the fact, just so we can add the notes. It would be much easier if we could add the notes right on the screen that pops up (see screenshot).

    17 votes

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  4. As a library with a lot of historical serials, it would be very helpful to have barcodes visible in the OPAC so if I want to look at a serial issue that's a troublemaker in the catalog, I don't have to scroll through sometimes hundreds of issues in the client/LEAP to find the one I wanted to investigate.

    17 votes

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creating a record set and using 'Ad Hoc Bulk Change' or 'Bulk Change' to change the circulation status from 'Lost' to 'Withdrawn', retaining the bill and item information on the patron's account.

    17 votes

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  6. Currently we have to send patrons from our websites to the PAC if they need to reset their passwords. It would be great if there was an API call for this, as it's disruptive to the patron experience to have to send them to another site.

    The suggested functionality would reflect the PAC experience: once they enter a barcode, a password reset email would be sent to the email address on the account.

    17 votes

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  7. It is frustrating that Polaris allows items that have not been received to circulate. There is probably not a connection between the PO status and the item status – but it sure would be nice if there was! We recently had an incident where items were distributed to branches before having been invoiced and received. A few days later when the invoice was processed, the items were all changed to a status of In-Process, even though they had already been checked out or were in a status of Being Held. It was very difficult to correct. One solution would be…

    17 votes

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  8. I reuse a record set that often contains 10,000+ records. I'd like to be able to empty it without having to reload all the existing records.

    17 votes

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  9. Implement a detailed and accessible audit log for all configuration changes made within the Polaris ILS System Administration (SA) and "adjacent" modules.

    Description of the Problem

    The Polaris ILS lacks a granular, searchable audit trail for System Administration changes. This makes it difficult to determine who made a specific change, when it occurred, and what the previous setting was. This ambiguity hinders troubleshooting when a configuration error occurs, complicates training, and reduces accountability.

    Proposed Solution

    A comprehensive, transaction-based audit log that automatically records the following data for every saved change in the SA module:

    Timestamp: The precise date and time…

    16 votes

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  10. Library staff using Leap would like to have their search terms retained when switching Find Tool options between Bibliographic and Item record searches. This is available in the staff client and staff are used to being able to swap back and forth quickly between the two search types when helping patrons at the desk.

    16 votes

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  11. I would love to be able to create a Record Set of Holds. There are times when we need to bulk edit hold data because of library closures, etc. Being able to bulk change that data and store that data would be immensely helpful.

    16 votes

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  12. We would like to be able to share the reports we save in My Reports in Simply Reports. That way multiple people have the ability to run a report with the exact same parameters without having to share the very long list of parameters.

    16 votes

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  13. Could we have it so the close button within the Patron Registration follows you as you scroll down like the "Save", "Renew", etc do? I often find myself nowhere near the top when I am done with a customer account and have to navigate all the way back up just to close the record. I could see this also being useful in Bib records

    16 votes

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  14. A few days ago, we discovered an issue in Polaris. It wasn't a huge problem, but it was a bit disturbing for our cataloguers in that they encountered an error when trying to open up a record set. I checked with others in the IUG and, sure enough, there were other libraries who'd seen the same problem.

    So I put in a ticket through the Supportal and received a prompt response. It was a known issue (though it wasn't on the list of Known Issues) and there was a patch available for it. I was asked if I'd like the…

    16 votes

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  15. Ability to have Polaris/LEAP send patrons an eReceipt for items they've returned.

    16 votes

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  16. Currently it is only possible to apply a credit to an entire invoice, which then distributes that across all funds for all items on the invoice. We rarely actually have a credit that applies to an entire invoice. It will apply to a single title, or even and single item, and should only apply to the fund for that item/title.
    It would be much better to be able to apply a credit to a POLI, or even better, a specific POLI segment.

    16 votes

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  17. We receive vendor records with file extensions .FIL and .001. We are able to import these in the Client but are not able to import them in Leap.

    16 votes

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  18. Allow for more than one template/profile when integrating with Overdrive or other vendor. Currently, we have to manually change all eaudiobook material from ebook.

    16 votes

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  19. If the check box is checked for Use Name on Identification it only applies to print and telephone notices. It needs to apply to email notices too.

    16 votes

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  20. Reading history improvements, allow for more then 9,999 and allow reading history to be searchable on staff and patron side.

    16 votes

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