659 results found
-
Add last patron modification date and modifier name to Patron Reporting
Adding the patron modification date and the name of the last modifier of a patron record would allow staff to narrow down when records were modified and by whom. The ability to track these changes would be particularly useful to Outreach staff who may need the statistical information about patron records they modified while working off site. Ideally, this addition should be added to the report outputs in SimplyReports and added to Leap as well so that public service staff can easily access this information. In Leap, adding Last Modification Date and User to the list of keyword fields in…
19 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.
19 votes -
Include an "X"/close button on workform tracker records
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.
19 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.19 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.
19 votes -
Change a 'Lost' status to 'Withdrawn' status (and eventually deleted) and still retain the bill on a patron's account
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.
19 votes -
When Receiving POs, Only Change Item Status to In-Process if Current Item Status Is On Order
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…
19 votes -
Process to Delete Bulk Change Reports
Currently deleting older Import Reports and Bulk Change Reports is manual and can be very time consuming. Our consortium has generated a lot over time, and even once we get through the backlog it would be onerous to keep up with regular activity. It would be handy if there was a process that could run on the back-end deleting these, so managing a backlog doesn't need to be a concern.
I picture the process being optional, and deleting the reports based on age (older than X number of weeks/months/years). The process would run overnight, and would ideally be built to…
19 votes -
empty a record set without opening it
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.
19 votes -
Suppress Deleted Items from Staff View
With the option to retain deleted item records, results for staff can become cluttered with items that are no longer available. If we could suppress the display of "Deleted" items list on a bib (similarly to the suppression of "Discard" status items in the OPAC) this would allow us to retain item details for historical/statistical purposes without inconveniencing staff. It would be useful to suppress bibs where all items are deleted as well, but I can understand if that would need to be spun off into separate development.
This could be done as a setting, so that they don't surface…
18 votes -
Service Name Logging in PatronValidate API
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…
18 votes -
Allow searching by modification date
You should be able to search in the Find Tool by record modification date. So far I'm seeing this missing from Record Sets, Patron Accounts, etc.. This would make it easier to Find Records without having to resort to using SQL which makes it much more accessible to all staff.
18 votes -
Make it possible to save / share Power Searches in Leap outside of the individual level
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.
18 votes -
Ability to share saved reports in Simply Reports
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.
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 -
Add the ability to export records from OCLC to Leap using the OCLC gateway.
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.
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 -
Check In eReceipt
Ability to have Polaris/LEAP send patrons an eReceipt for items they've returned.
18 votes -
Expired patron transition
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.
18 votes -
Ability to import files in Leap other than .dat, .mrc,.txt., .xml
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.
18 votes
- Don't see your idea?