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ILS - Polaris

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612 results found

  1. 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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  2. 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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  3. 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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  4. 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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  5. 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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  6. When checking-in an issue of a Professional serial, Leap will give a notification that a route list exists for that title. Leap will not link the new issue to the route list or print the list. Currently, my library has to use staff client when checking in Professional serials. It would be very helpful if this feature would be added to Leap.

    13 votes

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  7. 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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  8. 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.

    13 votes

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  9. A patron said that it would be useful if they could see, as a logged-in patron, holds that had been cancelled due to them not coming to pick them up in time. It would be great if this also allowed patrons to reactivate the hold from there. Thank you for considering this.

    12 votes

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  10. 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.

    12 votes

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  11. Record set printing is often a mystery -

    I often need to print a List View, but the printed result is very unpredictable.
    Sometimes it turns out how I want, but other times the page is limited to the top of the page (see attached photo), and 3 times as many pages print since the whole page size isn't utilized. It seems to depend on the size of the columns and how many are hidden, etc, but I can't be sure what factors make it work.

    The best workaround seems to be printing to pdf, checking it, and then printing…

    12 votes

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  12. When creating multiple records for a family, our staff often copy the patron record when creating the next. Unfortunately, they sometimes changes some needed fields when copying. It would be great to be able to configure what fields are copied in a patron record. For instance, not copy the birthdate and the first/middle name. From what I can see, this is currently not available. https://documentation.iii.com/leap/8.0/Default.htm#LEAP1_0/Patrons/Copy_an_existing_patron_record.htm

    12 votes

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  13. When a hold request is placed, Polaris performs an eligibility evaluation only once—at the moment when the request is first placed. Polaris does not re-evaluate eligibility later. So if Polaris is configured to use hold trapping preferences that prefers "my patron" but some temporary circumstance prevents the assigned library's item from filling a hold for the library's patron, the hold must now be filled by a different library. This can be mitigated if staff notice the problem and delete and replace the hold, but this is a lot of extra overhead and in all likelihood the problem will go unnoticed.…

    12 votes

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  14. Allowing staff to select different sounds when checking items in and out would be a great benefit. For example, when checking an item in and there is a hold, a different sound would help alert the staff, or when a patron's library card is scanned for checkout, a custom-selected warning sound would play. At busy times, it is easy to just go with flow because all the sounds are the same.

    12 votes

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  15. 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).

    12 votes

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  16. When manually entering POs and POLIs in Leap, I want to be able to do an ISBN search via remote databases to pull in an on-order MARC as I do in the client.

    12 votes

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  17. Our libraries would like to disable all the patron credit features. Most of our libraries do not accept lost-and-paid items; once the item is paid for, it belongs to the patron if found. We have 43 libraries in our system and our reconciliations of lost item payments is already complex enough that we can only do it semiannually. Adding a 'paid from credit" line is going to bring up questions from our auditors. And mistakes have already been made when staff doesn't see the credit on a patron's account and so asks them to make a payment.

    12 votes

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  18. We have noticed an uptick in libraries circulating items on on-order records despite it violating consortia policy. We would like to see the text of on-order records (or even just specific fields) be in a different color to help provide a visual indicator of the record type.

    12 votes

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  19. It would be helpful to have a "view password" option in the login for library patrons/guests. I have gotten feedback from patrons who are visually impaired that having this feature would make logging in to their library account much easier, allowing them to identify typing errors before submitting their login information. The view password feature seems to be such a standard across wide array of platforms, pages, and applications. Why wouldn't a library be able to offer it?

    12 votes

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  20. You can set the title bar color and the login message for Leap. However, it would also be nice to have the option to set the favicon so when you have a test, development, and production server open, you could use a favicon to more quickly distinguish between them in your open tabs.

    12 votes

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