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ILS - Polaris

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582 results found

  1. 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

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  2. 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

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  3. 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 votes

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  4. 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

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  5. 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.

    17 votes

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  6. 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.

    17 votes

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  7. 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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  8. 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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  9. 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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  10. 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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  11. 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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  12. 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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  13. Incorrect email addresses and phone numbers in patron records cause hold and overdue notices to fail. This results in a negative patron experience and requires wasted staff time for troubleshooting and manual data correction. Polaris should behave like other systems and verify contact information before using it.

    When an email address is entered into a record, the system will send a message with a verification link. After the patron clicks the link, the email's status in the ILS will change from "Unverified" to "Verified". A visual indicator will show the verified status to both staff and patrons.

    This function will…

    16 votes

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  14. 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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  15. 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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  16. 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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  17. Ability to have Polaris/LEAP send patrons an eReceipt for items they've returned.

    16 votes

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  18. 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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  19. 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.

    16 votes

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  20. 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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