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ILS - Polaris

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  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

    14 votes

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  2. 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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  3. 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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  4. It would be nice to be able to add captcha (or something similar) as added protection to Self-Registration through the PAC. It would ensure that a human is actually entering the information on the other end rather than a bot. An uptick of suspicious registrations is eating into valuable staff time and we would like to be able to add a layer of protection to our Self-Registration process.

    14 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.

    14 votes

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  6. 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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  7. 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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  8. 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

    14 votes

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  9. 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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  10. 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.

    14 votes

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  11. 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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  12. 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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  13. 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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  14. We would like to have to option for claims returned items to automatically go to Lost after a set time and adding bill to the patron.

    Idea Value
    This would take out the manual process of chasing up items that have been put to claims returned/never had.

    14 votes

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  15. It would be helpful if Leap had the client functionality allowing staff to add items to a record set from a bib record.

    13 votes

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  16. We would like the option to link invoices together in Leap like we can in the client. We use this feature to keep track of credit memos by linking the credit memo to the original invoice.

    13 votes

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  17. The Dated Patron notes in Polaris 8.0 do not allow you to highlight the text for copying - the field is protected. Staff would like to be able to highlight and copy the entire note or specific parts of the note (like barcodes) in order to quickly and easily either re-create the note with changes (since it can't be edited) or do a search for a related item or patron recorded in the note.

    13 votes

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  18. To be able to create customized circulation statuses that work for our system versus using the only given statuses. For example, the ability to create various Withdrawn - Leased, Condition, Relevancy. This would then offer additional feedback for staff when stats are ran to determine why materials were withdrawn versus they were.

    13 votes

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    For the withdrawn example, does this really require custom circulation statuses? Or just a way to indicate/query the reason an item was withdrawn?


    The reason Polaris has traditional restricted circulation statuses is because of our automated processes around certain statuses. Using the withdrawn example, our automatic Lost/Missing to Withdrawn processing would not know about custom statuses or which one to use.


    If we reworked this enhancement as needing to be able to track/report on withdrawn reasons, we could plan for that within the automated processes.

  19. 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).

    13 votes

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  20. Since moving to Vega Discover, we are finding that we are having some issues there with holds queues due to the rolled up records (I've posted an idea over there too), but it's also exacerbated by the way records show in Leap.

    Ultimately, it would be great if bibs rolled up in Leap in a similar way to Discover. Not the different formats per say, but if there is a softcover, hardcover, deluxe, and reissue of a book, it would be nice to be able to see those all together to determine circ stats for them in a combined view,…

    13 votes

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    I want to note that we may need to split this into several smaller requests, but we can keep this open until we have a better sense of how to best to break it down.


    The BIBFRAME-based model in Vega natively handles some of this grouping. It's not really feasible for us to create BIBFRAME-based groups in Polaris right now, but some of the problems mentioned here we might be able to solve. For example, Vega Reports might offer us an opportunity to provide grouped bib stats by combining stats for MARC bibs based on Vega roll-ups.

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