312 results found
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Separating "Ready for Pick Up" and "Renewal" text notifications
It would be nice if we could separate the "holds ready for pick up" texts from the "renew" texts and be able to choose if you want one or the other or both. Customers would love to get a text for when their holds come in, but for some, the renewal texts are too much, and the pick up texts get lost in the volume. Then also, have the option to get renewals and/or pick up notices in their email.
4 votes -
Add "create fee" endpoint to the API
The API currently doesn't have a way to add a fee to a patron account. The use case where we'd want this is that we use a third party for online self-registration. They offer t he ability to differentiate between resident and non-resident accounts, but to use the non-resident option, we'd need to have a fee added when the account was created.
4 votes -
Multi select Claims items
Enable multiline selections/changes for claims. That is, don't make us select each and every one separately to update to Backordered!
4 votes -
Include the PatronRegistration field "CollectionExempt" in a PAPI response.
In a PAPI response, include the field "CollectionExempt" found in the PatronRegistration record. Likely PAPI candidate is the PatronBasicDataGet response.
4 votes -
LEAP - Outreach Services - automatic print packing list during CKO
LEAP - Outreach Services: When processing held items in Outreach Services, items for a patron will deselect after checking out. This requires staff to go back and reselect the desired items to print a packing list.
The ability to turn packing lists on such that they print with CKO would be appreciated.
A prompt to "print packing list?" during CKO would also work.
3 votes -
Return to full list function for delivery routes in Outreach Services Manager
When we first go to the Outreach Services Manager, we see the full list of patrons for all delivery routes. We have the option to select a single delivery route and its associated patrons; however, there does not seem to be a way to return to the full list. Our current only option is to close the OSM and start again.
It would be useful to have a "none" option at the top of the list, or to have the ability to deselect an item (without having to select another item).
3 votes -
Add Save option for Outreach Services Manager (OSM) Picklist
Please add a Save option for the full picklist so any items removed will stay removed.
When we go to Utilities > Outreach Services > Picklist, we see the full picklist for all Outreach Services (ORS) patrons. We can find a title either by scrolling through the list or using the filter to search by patron or title. We can select the title and then press "Remove from list". The full picklist displays and the selected title no longer appears on the list.
However, there isn't an option to Save here.
If we select "refresh," we receive a warning that…
3 votes -
Allow Staff to Select City/Town When Multiple Locations Share the Same Postal Code
Currently, there are two options for handling postal codes, which I like to term: “Wild West” and “In Lock Down”. The postal codes are collected and managed within the Postal Code table in Administration>Explorer>Database Tables. Staff functionality is governed by the permission Patron registration: Modify postal address fields.
The Wild West option is to allow staff the permission to enter any address information provided by patrons, resulting in a table populated with a lot of incorrect city/town to postal code data. This way lies madness and continuous clean-up.On the other hand, removing the permission from staff logins, puts them…
3 votes -
Need permission to turn off Damaged Feature in Polaris 7.5
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…
3 votes -
Permit cancellation on "held" items - staff only
In the 7.5 update, which introduces the ability to cancel items in "shipped" and "held" statuses, I suggest extending this cancellation privilege to staff members exclusively. When patrons cancel items that are on hold, those items are often already on the hold shelf, and the system's only notification to staff is by adding the item to the cancelled hold list.
By allowing only staff to cancel holds, they could promptly remove the item from the shelf and cancel it directly, eliminating the need for setting an expiration date or other measures to force its expiration.
3 votes -
ILL Requests to OCLC in the PAC should duplicate check correctly
Currently, when a patron is placing a request for ILL via OCLC in the Polaris PAC, Polaris offers a "local item" to hold if the item is in the local Polaris database. Unfortunately, I have just learned from my Site Manager it is only checking title/author to suggest a match, not format. We have seen the PAC suggest a "local item" for different format (DVD when a Blu-Ray is requested; regular print when a large print is requested) in addition to different item entirely (a remake of a movie when the original is requested; a tv adaptation when a feature…
3 votes -
Integrate Tipasa and Polaris
Integrating Tipasa and Polaris to simplify staff workflow when creating temporary records and checking items in and out to requesting libraries.
3 votes -
Include Fulfilled Holds in the Holds History for a Bib Record
I would like to see a history of all holds on a bib record kept with the date of activation, not just those that were cancelled. I use this information to adjust how many copies of popular authors to pre-buy by looking at how many holds were placed on an author's previous released title(s) prior to release date.
3 votes -
Multiple drop ship locations for a single PO needed for vendor Playaway
Libraries will benefit from the addition of EDI vendor Playaway to enable delivery of items directly to branches instead of having them shipped centrally. Multiple drop ship locations for a single PO are just a component of a complete EDI/supported vendor setup needed by EDI vendor Playaway to work more efficiently with orders. Make Playway be a supported vendor for use with EDI. Add new Development within Polaris to be programed to send EDI files to and ingest EDI files from new vendor.
3 votes -
Limit loans on new items from a branch
I would like to be able to limit new items to be available only to a specific branch (Library at Home/ Outreach for example) but only for a specific time frame. We have this functionality for a library level, but not branch.
3 votes -
Granular Notification Options for Claimed Items
In System>Parameters>Notification>Notification Options>Overdue & Bill, I would like to see the "Include Claimed Items" broken out into individual notification options for Claims Returned, Claims Never Had, and Missing Part. As of now, if this option is selected, notices will go out for all or nothing regarding these claims. I would like to only send notices for Missing Part items and not the other two. My reasoning is I do not want to continue to send notices for items I consider "resolved" when a patron says they returned something or that they never had it. However, I do want to continue…
3 votes -
Adding the ability to link multiple patron barcodes to one record
One of our member libraries have displayed interest in having the option to include the ability to attach multiple patron barcodes onto one patron record. The want for this is due to the interest of adding collectible library cards to their location. They also spoke to another library uses the Sierra ILS. It was stated that their ILS has that functionality already.
3 votes -
Remove late fees
Drop late fees that have accrued once an item has been charged for replacement cost. Once an item is charged for replacement (lost or damaged) the late fees that have accrued should automatically drop instead of being added to the replacement fee.
3 votes -
Have the ability to enter quantity when adding a Fee
Our staff would like the ability to add a quantity along with Amount, Item Barcode, Notes when adding a new Fee Reason to a patrons account.
3 votes -
Return additional elements in the PAPI PatronValidate method
We use ChargeBalance, StatisticalClassID and BirthDate with 3rd party vendors to verify if our patrons are eligible to use licensed resources. Currently if I have a 3rd party vendor use PAPI to auth our patrons I would have to have them use PatronBasicDataGet to access this data which also returns personal information I do not want them to have access too. If ChargeBalance, StatisticalClassID and BirthDate were added to PatronValidate then the 3rg party vendors would not have unnecessary access to the full patron record. It may also be beneficial to include the UDF fields, Patron Name and email address…
3 votes
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