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ILS - Polaris

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613 results found

  1. 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

    13 votes

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  2. 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.

    13 votes

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  3. Our staff complete weekly and monthly checks on hold requests to ensure our customer holds are being fulfilled in a timely manner.

    To do so, staff check the hold status (Active vs Inactive), age of the hold against the hold type (item or bib level), number of available copies, and number of holds in the bib level queue. This requires staff to open item/bib records and return to the Request Manager list frequently, and can mean the review lasts over several days, making it hard to track where they were in the queue when they had to pause in the…

    13 votes

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  4. 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.

    13 votes

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  5. 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.

    13 votes

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  6. Adding an option to export to Excel any lists from the Request Manager such as Picklist Processing and the Request Manager.

    13 votes

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  7. 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.

    13 votes

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  8. 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.

    13 votes

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  9. When items are checked out through SIP2, Polaris includes the "You just saved __ by using the library" text in the response. However, this information is not available when using the ItemCheckout method through PAPI.

    As we start moving vendors away from SIP2 and towards PAPI, we'd like to replicate the functionality of SIP2.

    Thanks

    13 votes

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  10. Across our consortium, we have some library staff who exclusively use Leap, some who exclusively use the Remote Client, and some who use both depending on the task.

    Currently, there is only one system-level setting responsible for the Visual Alert Configuration (top banner color) in Leap & the Remote Client. Unfortunately, this doesn’t work well given that Leap has a light font color and the Client has a dark font color across the top, so to achieve an ideal level of contrast for both versions simultaneously is impossible.

    To improve accessibility for all users, regardless of the version of Polaris…

    13 votes

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  11. Currently the API only performs basic duplicate detection (name, birthdate, barcode, username, and optionally the name on ID) when a patron record is created using the PatronRegistrationCreate call. It does not apply other optional settings - email, phone 1, or the UDFs - these only get applied directly in Polaris or the PAC. This idea is for including these optional settings in the API logic.

    13 votes

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  12. 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.

    13 votes

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  13. Inventory Check-in via Leap is recorded as Check-ins for Item Statistic reports in SimplyReports. A way to filter inventory check-ins from statistical reports would be nice.

    13 votes

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  14. Receiving from the PO and printing workslips with one command.
    Or at least keep the check marks of the selected PO lines to receive and then to print slips to avoid selecting the same PO lines twice.

    13 votes

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  15. 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.

    13 votes

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  16. 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…

    13 votes

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  17. 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.

    13 votes

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

    13 votes

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  19. 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.

    13 votes

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  20. 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)…

    13 votes

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