673 results found
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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 -
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 -
Additional dynamic filter options in Simply Reports
In Simply Reports, some filter menus do not populate options until a library/branch is chosen (i.e. Shelf Location, Stat Code, Statistical Class). This is helpful for consortia because the menus only become populated with the options available at each selected branch(es), keeping the options to a manageable size.
We would like to see this dynamic menu functionality applied to the Collection, Material Type, and Patron Code filters as well.
Currently, our consortium has 55 Material Types, 57 Patron Codes, and 284 Collections to choose from in these menus, which becomes quite overwhelming for users and involves A LOT of tedious…
18 votes -
Add visible barcodes to OPAC records
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.
18 votes -
Include library mailing address on In-Transit Slip
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 -
Have a holds notification at checkout tell what library the items are being held at.
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 -
A note field that pops up at check out and check in
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 votesUpdating this to under review. We have plans to add an "alert note" on patron records but need to evaluate on items. I accidently updated the wrong idea (between the two).
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Standard Identifier Number search option in Leap
In the client, you can do a bibliographic search by "standard identifier number" and it searches a bunch of different possible fields (the corresponding power search: (((ISBN="1234" OR ISSN="1234") OR (OSI="1234" OR STRN="1234")) OR (((PN="1234" OR CODEN="1234") OR OCN="1234") OR (SOA="1234" OR UPC="1234*")))). We would also like to see this option in Leap.
Currently, staff don't get results for a scanned barcode unless they choose the correct field to search and the indicators in the record are properly set. This means they often get no results and incorrectly assume we don't have…
17 votes -
Navigation buttons at the top and bottom of All Items list on LEAP bibliographic records
On the All Items tab of LEAP bib records, it would be helpful to have page turning buttons at both the top and bottom of the list for ease of navigation
17 votes -
Add 'Canceled' as a Payment Status for PO Line Items
In the PO Line Item screen, when the Status is set to 'Canceled', the Segment Status correctly shows 'Canceled', but the Payment Status still displays as 'Open'. We would like to see a 'Canceled' Payment Status option added so the record more accurately reflects the true state of the transaction. This enhancement would provide clearer, more consistent data for our reporting and workflow.
17 votes -
Log Duplicate Invoice Errors During Polaris Invoice Creation Request Add an error message to the EDI logs wh
Add an error message to the EDI logs when an invoice fails to load into the Polaris invoice tables due to a duplicate invoice number already existing in Polaris.
This is becoming a bigger issue as Ingram has changed their invoice number scheme and they are using the same numbers as Midwest has used. There is no way to delete or edit past Midwest invoices, so this is a critical issue for figuring out why invoices aren't loading.
Current Issue
- If a duplicate is detected during the Polaris invoice creation step, no error is recorded.
- This results in…17 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.17 votes -
Label Manager Subfields
Please update Label Manager to restrict the Content option of Author from including subfields 0 and 1 when printing. These are relatively new fields for linked data. We would like to retain the data without have to manually deleting it in Label Manager to print pocket labels. They are valid in MARC21 and should be retained to future-proof our records for if and when Polaris makes use of linked data.
17 votes -
Leap: quickly copy line items
One impediment for our processing staff in moving to Leap is the lack of the ability to quickly copy a line item in Leap (here's the process in the client: https://documentation.iii.com/polaris/7.6/#PolarisStaffHelp/Acquisitions/PAorder/Copy_a_purchase_order_line_item.htm)
The same process in Leap involves several more steps:
1.Go back to the PO
2. click new line item
3.fill out line item details
4. click on segments
5. click new segment
6. fill out Collection Code and FundA quicker way to get through a PO would be if we could add the same segment to all of the line items at once, e.g click the check…
17 votes -
Saving Registrations in Leap
My library is on Leap 7.6 and we have a problem when our staff is setting up new registrations. The “Save” button is right next to the “Cancel” button and when you accidently hit cancel there is no “Are you sure” pop up or something similar. We would love for this to be fixed! We've had to redo way to many patron accounts!
17 votes -
Add Power Search features to Leap's OmniSearch
The usefulness of the OmniSearch box in Leap would be greatly enhanced by the addition of operators and Power Search (CCL) features so an experienced Polaris user could execute their search right away, in the OmniSearch, and get the results back in a Find Tool. As it is, if I want to search for, say, an item record, I need to:
- Click Find to launch the Find Tool
- Change the search type to Item Records
- Change whatever parameters I need to change after that.
- Maybe add a filter or two and then apply those filters
- Go back to the Find…
17 votes -
Ability to mark an item Missing or Damaged if it not owned or assigned to branch
In our 21-branch library system, staff need the ability to mark items as Damaged or Missing—even if the item is not owned or assigned to their specific branch. Currently, the process requires multiple logins and workstation changes, creating inefficiencies that impact service.
We've encountered lots of item management issues since migrating from SirsiDynix Symphony. Most recent issue was with handling lost-and-returned items. Specifically, when a customer returns a lost item to a branch that does not own it, and the item is damaged, staff struggle to process it effectively. Our policy requires holding damaged items for six months in case…
17 votes -
Floating Close button in Patron Registration
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
17 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.17 votes
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