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393 results found

  1. Similar to the change in 7.6 for Item Changes, it would be beneficial to be able to make the ad hoc changes to patron records. Our libraries could easily change their Juvenile patrons to Adult patrons using the Find tool.

    10 votes

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  2. I propose an enhancement to the SIP2 protocol: including the "PA[PickupAreaDescription]" extension in the Item Info response (18). Currently, this valuable extension is only available in the check-in response. The key issue with the current setup is that when systems attempt a check-in to obtain the "PA" value, the check-in process completes, which can prematurely finalize item handling without allowing the system to decide if a check-in should be initiated based on the item's status or location.

    Integrating the "PA" extension into the Item Info response would allow library systems to efficiently determine whether a check-in is necessary for items…

    10 votes

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  3. We are upgrading to 7.4 soon and noticed that one of the new features (from 7.3) was the ability to cancel held holds. These seem to display really nicely in Leap (especially with the holds to action tab), but the display in the Polaris client could be improved. Currently, it seems like these cancelled holds just get added to the cancelled view which does not give any indication that the item was on the hold shelf and needs to be pulled/checked in.

    I would like to see either a canned report that lists all held holds that were cancelled at…

    10 votes

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  4. Since record sets have 2-level deletion, like bibs, items, and authorities, the RecordSets table should have a RecordStatusDate column.

    When using the 2-level deletion to manage record clean-up, it is usual to purge records that have been deleted for a certain amount of time, but without the deletion date it is harder to determine. Because the modification date of deleted record sets is still updated by some actions taken on the records in the set (e.g. merging over a record), the only way to determine the deletion is by querying the transactions database.

    With the record status date added, determining…

    10 votes

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  5. We would like to have to option for claims returned items to automatically go to Lost after a set time and adding bill to the patron.

    Idea Value
    This would take out the manual process of chasing up items that have been put to claims returned/never had.

    10 votes

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  6. When items are checked out through SIP2, Polaris includes the "You just saved __ by using the library" text in the response. However, this information is not available when using the ItemCheckout method through PAPI.

    As we start moving vendors away from SIP2 and towards PAPI, we'd like to replicate the functionality of SIP2.

    Thanks

    9 votes

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  7. Currently there is more functionality in the client than in Leap for offline services. I would like Leap to also be able to create customer accounts and process check-ins like the client. But it would also be nice for the check in function, once transactions have been uploaded, to have the option for all items to go to a status of "IN" and be assigned to the branch they were checked in at.

    9 votes

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  8. 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.

    9 votes

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  9. In the Polaris client (we're on 7.6) we would love to be able to un-delete "half-deleted" bib records (any in "Delete" status).

    We receive a monthly report of "Bibs without Item Records" for final weeding and we're finding many "half-deleted" bibs where staff have deleted the final copy on a record and clicked "delete" in the pop-up instead of "suppress from PAC".

    We would like to be able to bulk change these Delete-status records back to Final so we can extra needed marc data (OCLC #s, primarily) and then properly double-delete them.

    9 votes

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  10. When deduplicating hold requests, Polaris looks at title, author, and material type. Therefore, it doesn't allow our customers to place holds on the same video game title for different consoles.

    Please also consider UPC during the hold request duplicate detection process.

    9 votes

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  11. If the series is something like 21st century skills library. Inside U.S. elections, there is no way you find it under Inside U.S. elections.

    9 votes

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  12. 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.

    9 votes

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  13. Opening Day Collection orders are created when large numbers of new books and videos are needed to either create an entirely new collection for a branch or to partially replace a collection. Large orders tend to produce large quantities of invoices; for this reason, streamlining all possible aspects of invoice payments is essential to help expedite payments for these orders. It would be very helpful to all libraries if Polaris offered functionality to assign a specific cataloging fund to Opening Day Collection orders. The new functionality would save libraries significant labor when paying invoices for these orders without affecting regular…

    9 votes

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  14. Today I helped a customer who had three Lost (and billed) items on her account. The items were all designated as Deleted as well. She claimed that she had returned two of the three items through our Automated Materials Handler (AMH) some time ago. The items were set to lost in 2022. The third item she had and returned today. This item having been deleted shows up in Leap as a "no matching record" (NMR) item. And that got me thinking that she may very well have returned the other two items through our AMH and because they read as…

    9 votes

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  15. The Damaged feature in Polaris 7.5 was implemented without a permission to enable libraries to turn it off if they prefer their existing procedure. Because we can't turn it off and we have several hundred staff members, many new, all of whom do not have all our procedures memorized, some of the staff now use the Damage feature. This means that we now need a report to catch these transactions and extra staff time to undo them. To try to mitigate, we changed the string "Damaged" to "Do not use". It would be much preferred if a permission would allow…

    9 votes

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

    9 votes

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  17. LFPL would like the ability to search for patrons by their username in LEAP without having to use the SQL search

    9 votes

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  18. 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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  19. 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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  20. 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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