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ILS - Polaris

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336 results found

  1. Be able to bulk add stat codes. Currently we can only add at the branch level manually because the library and system level tables are too large. This requires a manual change or contracting Polaris every time we want to add stat codes for all locations.

    9 votes

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  2. Add the search options in Leap for Loan Period, Fine Code, Material Type and Statistical Code.

    9 votes

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  3. Can the Polaris notices are more inline with the new GMAIL Spam Regulations. https://blog.google/products/gmail/gmail-security-authentication-spam-protection/

    9 votes

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  4. When you are in the Request Manager on Leap, it is possible to select multiple titles and then cancel them all at once - there is no additional confirmation.

    This bulk action can be hard to undo.

    It would be helpful to have a warning dialog box pop-up when staff are attempting this bulk action. Also labelling the "proceed" button as "Cancel Holds" would be helpful as an extra step to ensure that staff are taking the proper action.

    9 votes

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  5. Staff would like to see the availability of items displayed on the screen while placing a hold for patrons via the patron's account.

    9 votes

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  6. The weeding workflow and weeding record sets were added to LEAP in Polaris 7.5. I would like some more functionality in the weeding record sets at all stages of the approval process -- namely being able to bulk change and delete records from the set, being able to remove records from an approved record set, and being able to unapprove a list.

    I know there are options in the weeding template to change the record status to withdrawn and have the records automatically deleted when approved. However, we change our records to a status of "weeded" (we took over bindery)…

    9 votes

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  7. We're working with a vendor to import patron records into Polaris as part of a program to give every student of the local school district a library card. As part of the arrangement, these student cards will be exempt from billing.

    Unfortunately, there is no means to check the "exclude from" overdues, billing, etc. boxes in the API, so this will have to be done manually every time a new batch of students is imported. Please make it possible to modify these options via API.

    9 votes

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  8. Add a link generator to the Record Set application. There's way too much room for error in expecting staff to create a custom URL every time we need a record set. It would make sense to have it near the Export function under the Actions menu. Thanks for considering!

    9 votes

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  9. Electronic invoicing has been available with EBSCO through Innovative for years. This is a big set back not having this feature with Polaris.

    9 votes

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  10. Currently, when the If patron is blocked: Block in PAC/SIP option under the Staff Client and PAC tab of the Hold Options parameter is enabled, patrons are only blocked from placing a request if they exceed the hold limits for their Patron Code.

    We would like for this blocking to also include the 2nd level fine amount, similar to how their request would be blocked in the staff client/Leap when the Block in Staff Client option is enabled.

    9 votes

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  11. Currently, the PAC override password, available in Profiles -> PAC -> Patron Access Options -> Log In tab, is a static, set and forget password. Often, that password is indeed forgotten because it's not used all that often. However, when it is used, there's a good reason for it. I believe this remains useful functionality, but I also believe that a static, universal patron access password is a security issue for patrons and staff alike.

    My idea is that, if an ILS Admin needs a PAC override password to troubleshoot an issue on the PAC or within Vega, then one…

    9 votes

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  12. Change the max fine from a flat rate to a percentage (50% of the items cost).

    9 votes

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  13. In an Item Record's Preview, when you click on the Subjects in the Brief tab, you are sent to the Power Pac. For Vega libraries, please link out to Vega instead of the Power Pac.

    9 votes

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  14. A customer contacted us recently and asked if we could possibly add a feature where lists can be sorted alphabetically by title. Since this functionality isn't currently available in the API, I wonder if it could be added?

    Mark W. Jarrell
    mjarrell@richlandlibrary.com
    Web Applications Developer | Richland Library
    1431 Assembly St. | Columbia, SC 29201
    Access Freely at RichlandLibrary.com.

    9 votes

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  15. Currently, incoming requests are assigned from the INN-Reach central server to a specific copy in the catalog. If for some reason that item cannot be found or used, staff must undertake a lengthy multi-step process to transfer the item-level hold to another copy.

    Keeping the hold at the bib level and letting Polaris assign it to an item will reduce the time it takes to transfer INN-Reach holds between copies will save a lot of staff time in communicating and processing, and further will reduce delays in getting the request fulfilled and sent out.

    8 votes

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  16. 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.

    8 votes

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  17. Allow each library to specify specific material types(?) to not be allowed to be picked up in certain pickup areas. Example would be a wi-fi hotspot not being allowed to be picked up in a locker.

    8 votes

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  18. When using the filter box in a Leap workform (for example, in Reading History, Out, holds or really anywhere you have ability to filter a view), please add an indicator of how many items are caught in the filter. For ex. a customer has 85 items checked out and wants to know how many DVDs they still have out. Typing DVD into filter reduces the list but doesn't tell you how many DVDs there are. The only option is count them.

    8 votes

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  19. When checking-in an issue of a Professional serial, Leap will give a notification that a route list exists for that title. Leap will not link the new issue to the route list or print the list. Currently, my library has to use staff client when checking in Professional serials. It would be very helpful if this feature would be added to Leap.

    8 votes

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  20. When checking out a material and the the patron has history turned on, a pop-up appears saying this patron had out this item with a date or a number of days ago, so the patron doesn't check it out and immediately return it, especially would be helpful with ILL requests.

    8 votes

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