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ILS - Polaris

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674 results found

  1. Allow for more than one template/profile when integrating with Overdrive or other vendor. Currently, we have to manually change all eaudiobook material from ebook.

    17 votes

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  2. We would like there to be an option to add a note when resolving lost item charges, processing fees, and overdue fees when checking in a Lost item. Currently, if we want to add a note when waiving processing fees or overdue fees, we have to first charge the fees, then go to the patron record and waive from there after the fact, just so we can add the notes. It would be much easier if we could add the notes right on the screen that pops up (see screenshot).

    17 votes

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  3. Currently we have to send patrons from our websites to the PAC if they need to reset their passwords. It would be great if there was an API call for this, as it's disruptive to the patron experience to have to send them to another site.

    The suggested functionality would reflect the PAC experience: once they enter a barcode, a password reset email would be sent to the email address on the account.

    17 votes

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  4. While Leap Item Record views are pretty robust, they often lack a very critical piece of information - Last Activity Date. Modification and Creation date display in Properties but Last Activity Date is not displayed. While it can sometimes be found in the History view, this is not always the case. Sometimes History is empty in Leap. We reference Last Activity date in the staff client on a regular basis and need ready access to that same information in Leap

    Idea Value
    Last Activity date and info can be helpful for collection evaluation and in tracking down items.

    17 votes

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  5. Staff client allows you to delete a record and record sets from a set of search results, however, Leap requires clicking into each record, then clicking Actions and then clicking delete (or putting them all in a record set). Right now I'm cleaning up some old record sets. If I were doing this in the client, I have the ability to select multiple record sets within my results list and then right click to delete them in bulk. This would be a game changer in Leap.

    16 votes

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  6. In Leap, staff would like to be able to print a list of a patron's items out without printing the whole screen including the header with the patron's account information - similar to the print function available in the items out view of the Patron Status window in the Staff Client. Use case: a patron is checking out some items but has other items at home and wants a list of all their out items with due dates printed on the receipt paper from the desk.

    16 votes

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  7. POLI does not link to the supplier record. Bibliographic record does not link to POLI or invoice line item unlike in the Client.

    Add functionality in LEAP to not only link from Bib to PO or Invoice but also link to line item.

    16 votes

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  8. We'd like to block patrons from checking out on selfcheck units if they have lost items. Even though Polaris SA has a configuration in place, that setting only works for API setup, not sip2. we'd like to have a similar setting for sip2.

    16 votes

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  9. It would be beneficial to have a total item count in the header of POs and Invoices for quick reference. Currently there is no easy way to get this count from a PO or Invoice because there is not even a row count column under the items view.

    16 votes

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  10. Allow libraries to bulk change due dates of items to account for unexpected closures. Would be ideal to be able to do this from a records set. Or create a SQL job and put it in GitHub or some other accessible location for libraries.

    16 votes

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  11. A few days ago, we discovered an issue in Polaris. It wasn't a huge problem, but it was a bit disturbing for our cataloguers in that they encountered an error when trying to open up a record set. I checked with others in the IUG and, sure enough, there were other libraries who'd seen the same problem.

    So I put in a ticket through the Supportal and received a prompt response. It was a known issue (though it wasn't on the list of Known Issues) and there was a patch available for it. I was asked if I'd like the…

    16 votes

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  12. From the Leap Serials Check In screen, include the ability to select multiple dates for deletion.

    16 votes

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  13. Receiving from the PO and printing workslips with one command.
    Or at least keep the check marks of the selected PO lines to receive and then to print slips to avoid selecting the same PO lines twice.

    16 votes

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  14. We need a way to bring perennial critical patron info to staff attention without creating blocks for customers or forcing staff to open the full patron registration. Having this info in the patron record header or properties would be ideal. For example: at our library, customer registered at branch is not critical info yet it is the most prominent value displayed in the header after name and card number, if we could designate UDF values to take it's place (such as bookmobile stop or language assist needed) or have space to reveal a designated UDF value under patron properties, it…

    16 votes

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  15. If the check box is checked for Use Name on Identification it only applies to print and telephone notices. It needs to apply to email notices too.

    16 votes

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  16. Item editing permission organizations are based on the Owning Branch of an item. However, permissions for item editing through the checkout page ('Manage Item Dialogs') are based on the item's Assigned Branch (as well as the check-in branch matching the assigned branch).

    We think it makes sense for both these permissions to be aligned to the Owning Branch, otherwise it can leave room for inappropriate changes. For instance, in our consortia some items are owned by one library but lent to others (assigned to their libraries), and this gap has led to item changes by staff that shouldn't have had…

    16 votes

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  17. Reading history improvements, allow for more then 9,999 and allow reading history to be searchable on staff and patron side.

    16 votes

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  18. Issue
    When a patron places an item-level hold and the item’s status is later changed to Missing, Lost, or another status that renders the item unfillable, the patron is not notified of this change. The hold remains in place without any communication, leaving the patron unaware that the request can no longer be fulfilled. This also happens with bib-level holds when the last available item linked to the record goes to a status like Missing or Unavailable.

    Requested Enhancement

    When a hold becomes unfillable due to a status change (e.g., Missing, Lost, Withdrawn, etc.), Polaris should automatically notify the patron…

    15 votes

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  19. Make temporary shelf location visible on picklist. Adding this to the picklist will allow staff to quickly locate items that might be on display or some other temporary shelf location.

    15 votes

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  20. We recently did an overhaul of our messaging in the notice strings to make things clearer for patrons, and we had issues with clear messaging for Almost Overdue and Autorenew notices, since there are sometimes two separate options for Almost Overdue and Autorenew notice strings, but not always. This only allows us to partially customize them separately, when we would like fully separate options. As a result, for certain strings, we are forced to be more vague, which is not ideal.

    Please offer separate options for the email subject line and the email 'other header' strings, as well as the…

    15 votes

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