486 results found
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Allow PolarisAdmin sidebar to be pinned
Unlike the Leap sidebars, you can NOT pin the PolarisAdmin sidebar, making it more difficult to move around the system versus the desktop SA.
9 votes -
Past bill information in the item record
Include past bill information in the Item Record - paid and unpaid
9 votes -
Improve Hold Duplicate Detection
Hold duplicate detection has a flaw that allows duplicate hold requests to be placed on the same titles. The detection seems to apply on title and author information stored with the hold request (apparently on the SysHoldRequestSearchTerms table), which stores point-in-time title/author details that may change if the bib record is overlayed or edited.
This idea is for improving the duplicate detection to fix this gap, but also any similar gaps I may be missing where title-related data is stored separately when the hold is created, and referenced by the dupe detection (I'm not seeing separate tables storing elements like…
9 votes -
Leap - Item specific hold, checkout pop-up
Currently in Leap when checking out an item - if that item has an item specific hold on it for a patron - it does not provide a pop up or warning if you try to check out that item to another patron. In Polaris it would warn you that there was an existing hold on that copy. This was a very useful notice for circulation staff.
9 votes -
Assign New INN-Reach Holds at the Bib Level, For Easier Transferring Between Copies
Currently, incoming requests are assigned from the INN-Reach central server to a specific copy in the catalog. If for some reason that item cannot be found or used, staff must undertake a lengthy multi-step process to transfer the item-level hold to another copy.
Keeping the hold at the bib level and letting Polaris assign it to an item will reduce the time it takes to transfer INN-Reach holds between copies will save a lot of staff time in communicating and processing, and further will reduce delays in getting the request fulfilled and sent out.
9 votes -
Need permission to turn off Damaged Feature in Polaris 7.5
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…
9 votes -
Turning off Item Renewal at the Patron level
I would like to be able to adjust auto-renewals at a Patron level in addition to the item level. This would help some of our patron's who may have difficulty understanding how renewals work. This may seem silly, but we have had some cognitively impaired patrons become severely confused and upset when they think they are "wasting renewal's". Being able to adjust these settings individually at the patron record portion would be extremely helpful. Excluding them from the auto-renewal notice is a band-aid, but this causes other confusing issues with the patrons as a result.
9 votes -
Provide warning dialog when making mass changes to holds
When you are in the Request Manager on Leap, it is possible to select multiple titles and then cancel them all at once - there is no additional confirmation.
This bulk action can be hard to undo.
It would be helpful to have a warning dialog box pop-up when staff are attempting this bulk action. Also labelling the "proceed" button as "Cancel Holds" would be helpful as an extra step to ensure that staff are taking the proper action.
9 votes -
See system-wide item availability while placing a hold for patron
Staff would like to see the availability of items displayed on the screen while placing a hold for patrons via the patron's account.
9 votes -
Update Block in PAC/SIP to include fine limits
Currently, when the If patron is blocked: Block in PAC/SIP option under the Staff Client and PAC tab of the Hold Options parameter is enabled, patrons are only blocked from placing a request if they exceed the hold limits for their Patron Code.
We would like for this blocking to also include the 2nd level fine amount, similar to how their request would be blocked in the staff client/Leap when the Block in Staff Client option is enabled.
9 votes -
Driver's License Scanning for Leap
Our Polaris Staff Client has the option to scan a patron's driver's license to autofill their registration information. It would be great for Polaris Leap to also have this feature.
9 votes -
More documentation for Polaris Inventory Manager (PIM)
Create step-by-step instructions and documentation for Polaris Inventory Manager; how to install it, set things up, using record sets, etc. There really is nothing available that we can share with our libraries; there is a webinar on inventory, but it does not really discuss install and set-up.
The same documentation for inventory via check-in would also be greatly appreciated.9 votes -
Allow the maximum fine to be a percentage.
Change the max fine from a flat rate to a percentage (50% of the items cost).
9 votes -
Polaris API Making Lists Sortable By Title
A customer contacted us recently and asked if we could possibly add a feature where lists can be sorted alphabetically by title. Since this functionality isn't currently available in the API, I wonder if it could be added?
Mark W. Jarrell
mjarrell@richlandlibrary.com
Web Applications Developer | Richland Library
1431 Assembly St. | Columbia, SC 29201
Access Freely at RichlandLibrary.com.9 votes -
Easy link to item and bib details when using New Hold function in Leap Holds view
I love the New Holds function in Leap. It makes it easy to place lots of holds for a customer in a single session when you know exact info and they are fine getting it later. With this feature though, you have no way to easily see WHERE copies of a title are or what their status is or details about WHAT you are placing a hold on. It would be great if there was a way to link to or preview bib info and item details (such as circ status and location) so you know if you even need…
9 votes -
Ability to Export Individual Owned Record Sets
I had a coworker ask why she couldn't export her record set into excel to allow for more sortability. I was surprised she couldn't and began looking at documentation and noticed that there is that ability, but you have to change the owner of the record set to the branch or system level, which feels like an unnecessary step. I should be able to export a record set I am working on to Excel with my regular ownership without having the (slim) possibility of a coworker accidentally accessing and messing up anything.
8 votes -
Add a filter in the Leap find tool to search Hold Pickup Area's
Currently you can search hold requests by pickup location.
Libraries would also like to search the hold requests by pickup areas.8 votes -
When refreshing the Leap Offline installation, offer the Offline mode link again
When you refresh the Offline installation in Leap it would be good to present the URL for Offline mode bookmarking again. The suggestion would be to show it in the pop-up toast message once the offline data is refreshed.
There currently is not an easy way for staff to get to the Offline link again without deleting the offline files and setting it up again.
8 votes -
Ability to put an ILL back on hold for a patron.
Occasionally, we have an issue where an ILL has been checked out to a patron, checked back in, and needs to be put back on hold for a patron. But there is not an option to in the system. For example, in the linked images, the patron thought there was something wrong with the ILL, returned it, and we were going to reorder it. But we realized what the issue was after it had been checked back in. We were not able to replace the hold on the item showing available. We even went in to the item record to…
8 votes -
Increase visibility of Reading History feature in PAC
A consistent piece of feedback we get from front-line staff is that patrons struggle to find where to turn on Reading History and that they themselves often forget where it is located. Having it buried within "My Record"-->"Contact Information and Preferences" and having to scroll down to it apparently is not effective. Having the "Reading History" tab always visible under the patron's name on the left-hand menu would be more effective, instead of having it only appear once Reading History has already been turned on.
8 votes
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