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ILS - Polaris

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  1. The weeding workflow and weeding record sets were added to LEAP in Polaris 7.5. I would like some more functionality in the weeding record sets at all stages of the approval process -- namely being able to bulk change and delete records from the set, being able to remove records from an approved record set, and being able to unapprove a list.

    I know there are options in the weeding template to change the record status to withdrawn and have the records automatically deleted when approved. However, we change our records to a status of "weeded" (we took over bindery)…

    15 votes

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  2. We are interested in going paperless and no longer using registration cards but we would still like to collect patron signatures. Can Leap/Polaris allow for electronic signature collection?

    15 votes

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  3. I would like to submit the idea that Polaris offers the ability to run a report based on patron activity dates, and not their LAST activity date.
    Currently, we can only run a report using "Last Activity". This is not helpful if trying to determine how many patrons were active in a given period because if they have had activity after the specified period, they would no longer be counted in the report.
    There is a canned report under System > statistical summary, but it only looks at borrows, and would not count ILS card activity such as from a…

    15 votes

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  4. There should be a preview or staging phase when importing new MARC records where you can see what duplicates are detected, and what action will be taken based on the profile selected, and have the option to manually override the actions on each record (e.g. don't replace this specific one - just create a second record instead)

    14 votes

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  5. SIP should handle foreign characters (diacritics) correctly. When a patron's name or an item's title has a diacritic then it throws an error. For some vendors, it breaks the application and prevents customers from logging in and/or accessing their checked out or held items.

    14 votes

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  6. With the production of pennies ending, we've had some discussion around prices in Polaris. Ideally, we would like to see some method of optionally having all prices (item prices and fines) rounded to the nearest nickel. We haven't run into any problems yet, but as pennies eventually become more scarce, we suspect that we'll have trouble with cash payments.

    14 votes

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  7. In my staff duties, I am often putting a hold on an item that will be moved to in-repair for re-cataloging. Currently, I have to place a hold with my staff card and, when the item is held, I must check it in before I can change the status to in-repair. There are even more steps when the item is assigned to a different branch and wants to automatically transfer on check-in. Then I have to change the assigned branch as well.
    When the item is held on a Staff account, it would be very helpful to be able to…

    14 votes

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  8. When staff opens a patron's record, add a shortcut feature that allows them to print out patron barcodes. This will really help when someone comes in and don't have their library card with them, so wants to get their barcode information

    14 votes

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  9. Cataloging staff using the client have to resize the columns of the find tool results every time they search bibs and items. They also would like to be able to add and remove columns from their default searches. In LEAP, they can add and remove columns and LEAP remembers when they resize a column. This functionality in the client would save them steps.

    14 votes

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  10. You cannot output or filter on Hold Pickup Areas in SimplyReports. Not being able to report on them limits their usefulness for things like looking at which schools are busiest or which bookmobile stops are most active. The information is available in hold request data and in transaction details.

    Although we can add it as a custom output that will only show the ID which is of limited value to staff.

    14 votes

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  11. In Leap, links to web-based public access catalogs are only available through bib records. It would be convenient if they can also be made accessible through item records.

    14 votes

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  12. Cataloging staff use staff cards to request items in for call number changes or various projects. It would be helpful for them to be able to add those items into a Record Set for bulk changes directly from the patron record Hold list, in lieu of individually from the item records.

    14 votes

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  13. The only option for eReceipts is plain text. It would be a fantastic feature to customers to be able to build a nice HTML email for them.

    14 votes

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  14. We had a patron complaint that the email notices do not include magazine issue information, only the main title. The notices also do not include item barcodes, so there isn't any data to match against a specific issue. Could information from the Issue field in the item record be displayed in overdue notices?

    14 votes

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  15. We recently had a location close for a few weeks for a construction project. During that time, we turned it off as a holds pickup option in the PAC. However, patrons who were logged into their accounts and had that location as their default holds pickup location could still place holds for pickup at that location using One-Click. The only way to completely stop patrons placing holds for pickup at our closed location was to disable One-Click completely. This annoyed patrons at our locations that remained open, who saw a popular feature of the PAC disappear without warning for seemingly…

    14 votes

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  16. Currently there is more functionality in the client than in Leap for offline services. I would like Leap to also be able to create customer accounts and process check-ins like the client. But it would also be nice for the check in function, once transactions have been uploaded, to have the option for all items to go to a status of "IN" and be assigned to the branch they were checked in at.

    14 votes

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  17. Polaris Leap--Be able to use subject headings to browse/search while in Leap without having to go into the PAC.

    14 votes

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  18. Currently, when a user clicks on the library’s logo in the PAC header, we can specify a URL that opens. However, when they click it, the URL defaults to opening in the same page rather than in a new tab, causing the user to lose their PAC page and possibly their search results.

    It would be helpful to have a branch-level option to change that default to open a new tab instead. It could be included with the other configuration options under Profiles > PowerPAC > Page Header Options in System Administration.

    Yes, it is possible to ‘force’ a new…

    14 votes

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  19. We often use the "Holds" reports of Simple Reports to watch demand on titles - especially the Hold Count report. It would be very helpful if UPC could be one of the output columns, so that we could copy it for media, which doesn't always have an ISBN in the vendor MARC.
    Right now we have to output the bib record id, copy it and search in Polaris, then copy the UPC from there.

    14 votes

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  20. 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.

    14 votes

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