336 results found
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Improved SIP communication for holds
Per the Polaris support team as of September 2023, SIP2 only supports communication about holds where the associated item is in "Held" status. Holds requests in other statuses are 'invisible' to third-party services communicating with Polaris through SIP. When I brought this up, our site manager recommended putting in an enhancement request. Apparently there were some older ones on IdeaLab that have not been carried over to Idea Exchange.
I was skeptical that there would be anything Clarivate could do from within an ILS to make this change since it sounded like a SIP limitation rather than an ILS limitation,…
7 votes -
Ability to digitally save patron registration card to record
We would like to be able to save a scanned copy of a patron registration card to our patron's record. Louisiana is passing a law on content restrictions that requires us to store this information as well as any signed waivers. It would be convenient to be able to scan and save this information directly to a patron's account rather than dump all the saves into a cloud storage platform.
7 votes -
Add a filter to the Power Pac Availability screen to show checked in items.
After selecting a title and clicking on the Availability button, a list of items is shown with their check out status. On that screen it would be great if there was a check box to turn on a filter that would only show the checked in statuses. Currently, the customer sees a very long list of checked out items and may not see the one item that is available to have now.
7 votes -
Patron reminder for upcoming address check
Have a reminder for patrons via TXT, email, telephony, mail-whatever their preference is, to remind them about their upcoming address check. Many patrons do not bring something with their current address with them when they come to the library to grab a book. This could be helpful for both staff and the patrons.
7 votes -
Export all ILL request from every branch location at once
Idea Value:
In Circulation Request Manager include the option to be able to export every ILL Request from every branch location at once. Libraries will benefit from having the export all ILL Requests option, being able to retrieve all ILLs at once, instead of having to select each branch individually and right-click to export each item.7 votes -
Stop Hold being Trapped that Cannot be Checked Out by Material Type Limit of Zero
I propose that if the patron limitation is zero for a material type check out then the item will not be trapped for the patron. They will stay on the top of the holds list until an item that does not have a material type of zero for that patron type is checked in and trapped. Thus making the material type check out limit of zero a true material type block.
Background:
When placing bib holds sometimes items on that bib will have different material types. These different material types will sometimes have limitations on the amount that can be…7 votes -
Ability to Bulk Un-Delete Bib Records in record set
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.
6 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.
6 votes -
New Item record status - logical deletion
It would be useful for administrators and reporting if item records were not physically deleted from the database. Maybe the introduction of an additional item record status that leaves the record in the database but excludes it from all aspects but reporting and administrator access?
In our case we need to report periodically on item records being deleted. Once the record has been double deleted by a branch, I can no longer see it in Polaris, so I am relying upon spreadsheets captured at different points in time to capture the necessary data. Having a status of "logically deleted" could…
6 votes -
Allow searching for series title variants (or any authorized variant for that matter)
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.
6 votes -
Select multiple items to delete
From the Leap Serials Check In screen, include the ability to select multiple dates for deletion.
6 votes -
Permission that would block the checkout function but allow for check in of items.
We allow our Pages to check in items. In order to give them access they get access to Circulation control. That access is giving them access to both check out and check in of items. We would like to limit that access to only allow for check in and not check out. There seems to be a separate permission for the check in dialog box but nothing for check out and check out needs to be blocked for our Page group access.
6 votes -
Circulation by Loaning Branch at the Bib level
Currently the preview screen in Client and the Bibliographic level statistics screen in Leap provides circulation by Owning Branch. It would be more helpful in determining where a title is popular (and more useful for acquisitions) to have this data based on Loaning Branch. Use on a specific copy would still be accessible on the item record. If circulation by loaning branch can't be provided there, having it accessible elsewhere from the Bib record would be great.
6 votes -
Simply Reports should run missed scheduled jobs
If there is an issue with a scheduled Simply Reports job, it must be rerun manually. This includes problems with the SQL Job Polaris scheduling executive. For example, if one report takes longer than 30 minutes to run, the scheduling executive won't allow another instance of that SQL job to start, causing reports to be missed. Additionally, reports can be missed if the server is offline for a variety of reasons including during upgrades. Simply Reports should check the last run date for the report and reschedule it if the elapsed time is greater than the scheduled interval.
6 votes -
Bulk Checkout of Holds
I would love the ability to check out all of a customers holds at once, similar to the functionality in Outreach Services and Borrow by Mail.
6 votes -
Limit patron initiated INN-Reach holds at point of placement
Currently Polaris "Patron Loan Limits --Total Holds or Total ILL" value is not checked at point of INN-Reach webpac hold placement. This means Polaris users can place limitless INN-Reach holds which wastes staff time and courier resources. Please develop Polaris/INN-Reach connector to block further patron initiated INN-Reach holds once total holds and/or total ILL value is reached.
6 votes -
Account Alert Banner
Indian Trails Library has several members who own 2 properties in 2 different CCS Library areas. Several times now these member's accounts were merged due to other library staff in other libraries not looking at the member's notes. This upsets the members and is more work for library staff to recreate the other account.
It would be great if there was a red banner like the "expired" banner on a member's account that owns two properties so that when any CCS library opens the member's account the red banner will alert them that this member owns to properties in the…
6 votes -
Customize text in Item History
We would like the ability to modify the description of the Item Record History Actions when it comes to renewals. Currently, when a renewal happens in the app, it lists it as "Renewal - third party software" which confused our library staff. We were told that is the wording for anything renewed via the Polaris API, but since (for now) the only thing we have renewing that way is the app, we'd like to change the wording to say "Renewal - Mobile App" so it's clearer for staff. Since not every library would want that same change, we'd like the…
6 votes -
More Configuration Options For Hold Pickup Slips
We would like to be able to have more options for configuring the Hold Pickup Slip. Our current hold pickup slip is printed using an older piece of Bibliotheca RFID software that is no longer supported. The software allows us to configure the position, orientation and font size of each element on the hold slip. We are also able to select the number of characters to print for each of those elements, for example, first 3 characters of the last name, first character of the first name, etc.
6 votes -
i would love to see the ability to search by birthdate by just typing in the birthday without triple clicking
i would love to see the ability to search by birthdate by just typing in the birthday without triple clicking
6 votes
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