695 results found
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Separate Almost Overdue & Autorenew notice strings
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…
18 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…
18 votes -
edit transaction notes in account summary
I would like to be able to edit the transaction notes field in a patron account summary. We recently had an instance come up where someone forgot to add information to an item that a patron was being charged for. It would be nice to be able to go in and edit it after the fact as opposed to having to delete the charge and start over.
18 votes -
Create a Back End Updating Feature
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…
18 votes -
Reverting to what the bibliographic record (or any authority record for that matter) was when it was last saved
When you want to get rid of a bunch of edits, but only the ones made since the last save, it saves time to have just one button to click on. For example, when you want to validate juvenile headings, you need to take out |v Fiction for each heading. If they are all good, you want it back in each heading.
18 votes -
Change default for Damaged Item Check-in
Currently the default option is to charge the patron when doing a damaged item check-in (see screenshot). We would like the default to either be changed to NOT charge the patron, or we would like to be given the option to choose the default ourselves so we can change it to what we want just for our consortium.
18 votes -
Display place in queue when hold is inactive
As new users of Polaris, our patrons are unhappy with the fact that they can no longer view where their request lies in the queue when their request is inactive. It is our most frequent patron complaint since we have gone live.
My apologies if this idea has been posted already, but I couldn't find it.
17 votes -
Ability to assign Find Tool SQLs to permission groups
We would like ability to assign certain Find Tool SQLs to particular permission groups. This would narrow down a list for an individual so they dont need to see every SQL we save across the organization.
Example: I have several SQLs I run every month and add to record sets for staff to review. I currently dont have those saved in Leap because it will crowd the SQLs that already exist there. I would like to assign those SQLs to our Admin permission group so that only that group of staff can see them for running.
17 votes -
More customization for Leap Check In screen
We are a large consortium with over 40 branches. Each one prefers their check-in screen a little differently. Some would like to see less information on the check-in screen while others would like to see more. And some would like to remove some columns and add different ones. Can we have more customization on the admin side so we can add/remove fields for libraries when asked? Right now we can only choose from the given list: Title, Material Type, Shelf Location, Call Number, Patron Name, Assigned Branch, Collection. Some libraries would like to see the Loan Period Code... specifically.
17 votes -
Inventory to update item status
I would like to have the option for items being inventoried, if they have an anomalous status, to have those items go to a status of IN. Of course, we would rather not do that for damaged items, etc., so the ability to decide which statuses would be updated to IN, such as missing, would be essential.
17 votes -
bib bulk change from find results
It would be useful to have the bulk change option in the Find Tool for bibs, like the existing functionality for items.
17 votes -
Leap: Ability to save column sorting
In the desktop client, we had searches sorted by Pub Date then Author. We can sort them in the Find Tool, but clicking the star to save as default settings does not save the sorting preferences for next time.
17 votes -
MARC import 020 match point
During MARC import, other 02X fields (022, 024, 028) only match on $a, but 020s match on any subfield, including $z, which is supposed to invalidate the following ISBN. Is it possible to modify the match points for 020s so that they only match on $a?
On a related note, just out of curiosity: in the MARC import settings, why are most match points referred to by field number (022, 1XX, etc.), but ISBN and UPC are referred to by name? (And wouldn't UPC already be covered by 024 $a, since the 024 match point doesn't look at indicators? Or…
17 votes -
Merge patron function write note to Dated Notes
When merging patron records, the system currently appends merge details to the Non-Blocking Notes section. However, with the introduction of Dated Notes and the ability to hide Non-Blocking Notes, this information can be lost depending on system settings.
We would like to see one of the following options implemented:Allow administrators to choose where the system writes merge notes.
Have the system automatically write merge notes to both note types (Non-Blocking and Dated Notes).
17 votes -
POLI ISBN search via remote databases in LEAP
When manually entering POs and POLIs in Leap, I want to be able to do an ISBN search via remote databases to pull in an on-order MARC as I do in the client.
17 votes -
Add "patron barcode for damaged item" option in SimplyReports
We would like to see a "Patron barcode for damaged item" option as an output column in SimplyReports, similar to the one available for Lost items called "Patron barcode for lost item". This would help us when running reports on Damaged items.
17 votes -
Block patrons with lost items from checking out on SIP2 selfcheck
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.
17 votes -
Allow staff to view read-only records without needing to cancel the override pop-up
For SHRs and Authorities, if you have read-only access to those records and try to view them, you get an override pop-up. This is happening because it is attempting to open those records in Write mode. To VIEW the record, you have to hit cancel, which is confusing for staff.
For Bib records, it does not work this way. For bib records, you can view them and then if you don't have permission to write or modify them, you get the pop-up when you attempt to save the record.
In the item record if you have view only permissions, it…
17 votes -
Cancel Holds in Bulk Based on Item Circ Status
We’d like the ability to “bulk” cancel holds for items by status (lost, missing, withdrawn, etc.) either by being able to view the circulation status in the patron holds view, or by having the ability to “bulk” cancel holds from a record set.
17 votes -
Hoopla integration with Polaris
The current process of loading and removing Hoopla records in the staff client is tedious and time-consuming at best. We stopped adding Hoopla records to Polaris because we don't have the staff capacity to deal with the monthly 'remove' lists. An API integration similar to CloudLibrary would be a huge time-saver. CloudLibrary automatically imports records and then sets them to 'withdrawn' when the title is no longer available. The Hoopla database is enormous, so the ability to add some parameters of what to pull would also be helpful.
17 votes
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