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ILS - Polaris

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ILS - Polaris Updated

Last In House Use column

Reporting & Analytics UNDER REVIEW

ILS - Polaris Updated

Automatic processing for item record details

Circulation, Access Services & Fulfillment UNDER REVIEW

ILS - Polaris Updated

Patron block pop up

Circulation, Access Services & Fulfillment UNDER REVIEW

ILS - Polaris Updated

Holds that can't be filled

Circulation, Access Services & Fulfillment UNDER REVIEW

ILS - Polaris Updated

Volume-Level Holds for Blank Volume Field

Circulation, Access Services & Fulfillment UNDER REVIEW

ILS - Polaris Updated

Live Preview Within Bibliographic Record Sets

Cataloging & Metadata Management UNDER REVIEW

ILS - Polaris Updated

Vendor integration

Customer Relationship & Account Management UNDER REVIEW

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  1. Currently, if a customer places a request, it will go through the list of branches as we have them prioritized currently. It may try to pull a hold from a branch that has only one copy while another branch has five on their shelf. I would like to be able to prioritize those branches with more copies for two reasons. First, it can help us to distribute titles more evenly through our use of the floating function. And second, it can help fulfill a hold more quickly. If a branch has more copies of a title, it is likely that…

    20 votes

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  2. Currently the POLI record ID is only visible as part of the url in the browser. It would help staff to more easily differentiate between multiple POLIs for the same title if the unique ID was included in the POLI header and as a column in the PO.

    20 votes

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  3. Currently, the new Reports & Notices inside Leap works great, except that it will only export to PDF.

    Now, you can change the URL manually, swapping out PDF for EXCEL, but that's 1. a little tedious and 2. a little confusing for some of our staff.

    It would be better if, like the staff client and SSRS, there was an option to select which format you want the report in.

    20 votes

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  4. Library staff would like to see cover images in the search results of the Find tool of Leap when they are looking to place holds for a patron. They can see the cover image if they go into the bib record, but not in the search results page (which is just a list).

    20 votes

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  5. Allow for a pop-up when paying for an outside library's item, e.g. 'this is not your library's item, would you like to pay for it' hit continue or cancel, similar to when you're trying to scan a requested item that is meant for another patron. There have been times when a patron comes to pay for another library's item in cash, and unless the staff member checks to make sure that it's only overdue fees or fees that pertains to their particular library, they keep that outside library's payment. They then have to reimburse the item-owning library or the item-owning…

    20 votes

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  6. Offer the ability to bulk update Serials issue records to a new status. We order multiple copies of most serials, and currently we have to open each issue to change it from "Claimed" or "Pending Claim" to "Not Available" when the vendor cannot supply it.

    20 votes

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  7. First, let me say that I think the Manage Item Records tool found on the Check In screen is good. For basic item edits, it is superior to editing via the Item Details screen in many ways. It has better permission controls, better item history logging (see attached image if you're unfamiliar with this), and allows edits to more than one item at a time (a lighter, more intuitive version of Item Bulk Changes). That said, I think a few changes could take this tool from "good" to "great".

    First, I think that having an independent option on the Check…

    20 votes

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  8. Love the new Dated Notes section with the 8.0 upgrade, however, we would like to be able to bulk move the existing non-blocking and blocking notes to the new Dated Notes fields and then disable the old Notes section.

    I know the non-blocking notes can be suppressed to not appear at checkout, but I'm referring to disabling all blocking and nonblocking notes allowing staff to only use the new Dated Notes section.

    I think it will cause confusion for member library staff to have both Notes sections enabled and nearly impossible to get them all to agree to use one…

    20 votes

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  9. We would like the ability to print an item's barcode while in Leap. We have items that either require multiple barcodes for processing or items that have lost their barcode and it would be nice to print these directly from Leap to the printer of our choice.

    Currently staff need to grab the barcode from Leap and then open a different software to print the barcode label.

    This idea would also be nice if we can expand to a patron's barcode. Patrons come in and don't have their card for that visit but need it to access the computer. Rather…

    20 votes

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  10. Tab session visibility is unclear, leading to records being locked unknowingly by users.
    In addition to "hamburger" on upper left-hand side of the screen three horizontal lines.

    Please add Tab indicators or auto-close function when navigating away.

    20 votes

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  11. 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.

    20 votes

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  12. Currently, our patrons can still place holds when their card is expired and then come in to get their hold and don't realize they need to verify their address so we can renew their card. Blocking patrons from placing holds until their card has been renewed and giving them a pop-up explaining that their card has expired, would be great.

    20 votes

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  13. 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…

    20 votes

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  14. 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…

    20 votes

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  15. 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.

    20 votes

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  16. Ability to have Polaris/LEAP send patrons an eReceipt for items they've returned.

    20 votes

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  17. 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…

    20 votes

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  18. 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.

    20 votes

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  19. When transferring holds to one bib from another, Polaris does not maintain the date order of the holds queue, even though the original request date stays with the transferred hold. Instead, staff have to manually move holds up and down. This is a huge waste of time. We'd like for holds transfers to maintain their place in the queue when transferred, which can be accomplished by simply ordering the queue by date as part of the transfer process. This is a daily occurrence for us.

    19 votes

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  20. Can development add a navigation option when someone has an item workform open on the All Items tab of the bibliographic workform to allow moving between item workforms without needing to close and manually open the next item?
    One of the sticking points for technical services staff to adopt Leap is not being able to quickly navigate between item workforms to update barcodes while cataloging. In the desktop client, staff are able to use the View navigation options. Our current guidance is to use Bulk Change if the same revision needs to be made to multiple items or to use…

    19 votes

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