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  1. There is currently only one setting that determines how long an item needs to be overdue before it reaches billed status and charges the patron for the cost of the item.

    We would like to have different types of material reach billed status at shorter intervals. For example, we would like for a device that checks out for 4 hours to be billed on the patron record after 1 day, rather than the 63 day interval that we use for standard material. Similarly, we would like our hotspots to become billed after they have been overdue for 3 days.

    13 votes

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  2. Being able to set a max limit on the number of holds by material type (or Collection) would be beneficial for items that are perpetually popular but additional copies cannot be purchased.
    I.e. Museum passes - 500 bib level holds limit
    this would also help to ensure hold request does not lapse due to long wait times

    13 votes

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  3. Polaris' claim return function is great for locally-owned items but is problematic with INN-Reach. We are constantly reminding staff NOT to use Claim Return for INN-Reach items because it can break transaction links but they continue to do so. If system admin allowed us to exclude our INN-Reach and WorldCat material types from Claim Return and Claim Missing Part functions, it would reduce errors significantly.

    13 votes

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  4. We are upgrading to 7.7 and have just decided to NOT turn on the new feature that suppresses non-blocking 'blocks' such as the 'patron has holds' popup block.

    Ellie K. submitted a related request here: https://ideas.iii.com/forums/951742-ils-polaris/suggestions/49700207-remove-pop-up-about-holds-on-shelf-when-checking-o to suppress the block if the first item being scanned for checkout is a hold from the current branch.

    We'd like to take this a step further and suggest the block appear when the check out workform is opened. This achieves the purpose of the block (triggering staff to alert the patron that holds are available) without even getting into whether the transaction that…

    12 votes

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  5. We would like to be able to share the reports we save in My Reports in Simply Reports. That way multiple people have the ability to run a report with the exact same parameters without having to share the very long list of parameters.

    12 votes

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  6. Our ILL clerk would like to be able to see the due date for ILLs from the request manager, so she can make sure that the dates have been added correctly to these items. She currently has to go into each item individually to make sure they were correct.

    12 votes

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  7. When doing clean up work we run into instances where we are not able to delete something like shelf locations because it is assigned to records that are in a deleted state. While we know we can just delete the records 1 more time, some of these records are tied to other things we track and would prefer to keep them in the system.

    Currently we bulk change them at the server level but would like a way to be able to do this within the ILS.

    12 votes

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  8. In PolarisAdmin, it would be great to have a few additional filters other than the text box filter.

    • Show non-default (would show any setting that wasn't at its default value)
    • Show system/library/branch level (one for each, to show settings that were set at specific levels within Polaris SA)

    This would allow for quick scans for changed settings that might be causing issues or problems. Especially in places where there are a wide range of settings that are largely kept at their default values (I'm looking at you Self-Check Unit Parameters).

    I'm attaching a screenshot of another software I use that…

    12 votes

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  9. For TV series that have multiple volumes, or other volumed series associated with the same Bib record, I would like it when it prompts me about which volume I would like to place a hold on, to also give me the option to place a hold on all volumes.

    12 votes

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  10. In the Item tab of the popup window for a patron's overdue charge properties, the "Check Out date" indicates the item's last renewal date, rather than its actual check out date. A more helpful date to see would be the original check out date; this would also better suit the title for this line.

    12 votes

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  11. MARC records for non-Roman language materials come to us from OCLC with the vernacular script in the 880 fields. Since that doesn't display in Polaris/Leap like we want it to, we have been using MARC edit to swap the 880 fields with the transliterations contained in the regular MARC fields. We are hoping there can be a better way, and Polaris can simply let us choose to use the 880 fields for display when they are present OR display the 880 information alongside the transliteration.

    There are several places where the transliteration appears when we'd like the vernacular script to…

    12 votes

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  12. It would be helpful if we could move rows up and down in the item statistical class code policy table. We have librarians transferring items between branches that have statistical class codes in them. The codes will automatically change to a different code when assigned to the new branch because the position of the code in the policy table does not align. The cataloger must remember to update that field to the correct code.

    This would be beneficial to our librarians, simplify their workflow, and prevent errors.

    12 votes

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  13. Similar to the change in 7.6 for Item Changes, it would be beneficial to be able to make the ad hoc changes to patron records. Our libraries could easily change their Juvenile patrons to Adult patrons using the Find tool.

    12 votes

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  14. 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.

    12 votes

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  15. I would like to be able to run reports in Simply Reports to get our item return statistics broken down into time increments (such as hourly), as well as by date.

    This would be useful for tracking busy times and identifying trends/patterns at our library.

    12 votes

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  16. Integrating Tipasa and Polaris to simplify staff workflow when creating temporary records and checking items in and out to requesting libraries.

    12 votes

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  17. LFPL would like the ability to search for patrons by their username in LEAP without having to use the SQL search

    12 votes

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  18. Sometimes a single collection assignment for an item isn't enough. When you want to add an item to a collection only to find that it already belongs to another collection, it would be nice to be able to assign it to your collection as well. The item may belong to an awards collection like Newbery but also to a collection of picture books.

    12 votes

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  19. We're working with a vendor to import patron records into Polaris as part of a program to give every student of the local school district a library card. As part of the arrangement, these student cards will be exempt from billing.

    Unfortunately, there is no means to check the "exclude from" overdues, billing, etc. boxes in the API, so this will have to be done manually every time a new batch of students is imported. Please make it possible to modify these options via API.

    12 votes

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  20. Our librarians make regular use the staff client's bibliographic option to sort by "most popular" when searching by author, particularly when supporting the needs of children and families. Please provide sort by options in Leap to match those available in the staff client.

    12 votes

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