687 results found
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Reporting Groups for Collection Codes / Material Types (reporting only)
Add a reporting-only way to map Collection Codes and/or Material Types into any number of user-defined reporting groups, with many-to-many membership. Grouping logic should live in a maintained mapping table (not hardcoded in reports) so changes update all dependent reports automatically.
Problem
Only staff with database access can currently create sequel/SQL mapping tables (e.g., MapCollection, MapMaterialType) for flexible rollups. Others must regroup exports manually, which is inconsistent and fragile.
Provide a UI-managed “Reporting Groups” feature that acts like a built-in mapping/lookup table:
• Many-to-many: one code can belong to multiple groups; groups can contain multiple codes.
• Reporting-only: no impact…22 votes -
Being Repaired Transition
We would like Polaris to offer the option for libraries to transition items with a Circulation Status of Being Repaired to Missing or Withdrawn after a specified number of days. We envision this working like Lost Item Transition and Missing Item Transition.
Idea Value
Adding this feature would allow for a more streamlined process for cleaning up, and eventually withdrawing/deleting, item records.22 votes -
Publication pattern template creation in Leap
Please add in the ability to create and edit publication pattern templates within Leap. As my consortium shifts to using only Leap, I am discovering small things that seem to be missing, which make it difficult for staff to fully switch over to Leap. One of those things is the ability to create a publication pattern template. As of version 7.8, this is something that still has to be done in the toolbar (https://documentation.iii.com/polaris/7.8/Default.htm#PolarisStaffHelp/Serials/PSsetup/Creating_Publication_Pattern_Templates.htm). You can use publication pattern templates within Leap, but you can't currently create a new one or edit existing ones.
22 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.
22 votes -
Hold type Record Set
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.
22 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.
22 votes -
Add series info when linking
Currently, if I want to add series information for a book in the item record when I link it, I would need to put it in the volume field. It'd be nice if there was an easy way to indicate if a book is part of a series and where it falls in the series without it creating a super long call number. Series info isn't standardized when it comes from publishers and isn't always included in the MARC record. This does make a difference for my patrons to know if a book is part of a series and would…
22 votes -
Control column display in item record history in Leap
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.
22 votes -
Apply credit to POLI
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.22 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.
22 votes -
Allow library to exclude certain material types from Claim Return function
Polaris' claim return function is great for locally-owned items but is problematic with INN-Reach. We are constantly reminding staff NOT to use Claim Return for INN-Reach items because it can break transaction links but they continue to do so. If system admin allowed us to exclude our INN-Reach and WorldCat material types from Claim Return and Claim Missing Part functions, it would reduce errors significantly.
21 votes -
Add You Saved to PAPI patronBasicData
We'd like to be able to pull the patron YTD and Lifetime You Saved amounts in a patronBasicData call.
21 votes -
Please add Mackin to Polaris Libraries EDI suppliers
Kitsap Regional Library wish to engage in EDI based acquisitions with this supplier
21 votes -
Include Call Number Field in SIP Item Information Response (18) Message
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.
21 votes -
Allow offline Leap to show the patron name when their card is scanned
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.
21 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.
21 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.
21 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.
21 votes -
Viewing vs Modifying Authority Records
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 -
Leap Picklist does not retain Filtered results when using the located option
The Leap Picklist has the option to filter the results by collection and other values to limit the display to a manageable number. However when you interact with one of the results such as marking it as Located, you lose the filtering. The desired improvement would be to maintain the filter as actions are taken until you clear the filter.
20 votes
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