411 results found
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Simply Reports should run missed scheduled jobs
If there is an issue with a scheduled Simply Reports job, it must be rerun manually. This includes problems with the SQL Job Polaris scheduling executive. For example, if one report takes longer than 30 minutes to run, the scheduling executive won't allow another instance of that SQL job to start, causing reports to be missed. Additionally, reports can be missed if the server is offline for a variety of reasons including during upgrades. Simply Reports should check the last run date for the report and reschedule it if the elapsed time is greater than the scheduled interval.
6 votes -
Limit patron initiated INN-Reach holds at point of placement
Currently Polaris "Patron Loan Limits --Total Holds or Total ILL" value is not checked at point of INN-Reach webpac hold placement. This means Polaris users can place limitless INN-Reach holds which wastes staff time and courier resources. Please develop Polaris/INN-Reach connector to block further patron initiated INN-Reach holds once total holds and/or total ILL value is reached.
6 votes -
Account Alert Banner
Indian Trails Library has several members who own 2 properties in 2 different CCS Library areas. Several times now these member's accounts were merged due to other library staff in other libraries not looking at the member's notes. This upsets the members and is more work for library staff to recreate the other account.
It would be great if there was a red banner like the "expired" banner on a member's account that owns two properties so that when any CCS library opens the member's account the red banner will alert them that this member owns to properties in the…
6 votes -
Customize text in Item History
We would like the ability to modify the description of the Item Record History Actions when it comes to renewals. Currently, when a renewal happens in the app, it lists it as "Renewal - third party software" which confused our library staff. We were told that is the wording for anything renewed via the Polaris API, but since (for now) the only thing we have renewing that way is the app, we'd like to change the wording to say "Renewal - Mobile App" so it's clearer for staff. Since not every library would want that same change, we'd like the…
6 votes -
More Configuration Options For Hold Pickup Slips
We would like to be able to have more options for configuring the Hold Pickup Slip. Our current hold pickup slip is printed using an older piece of Bibliotheca RFID software that is no longer supported. The software allows us to configure the position, orientation and font size of each element on the hold slip. We are also able to select the number of characters to print for each of those elements, for example, first 3 characters of the last name, first character of the first name, etc.
6 votes -
Add ability to charge a fee to patrons for expired, trapped holds
Our library went fines free, but still charge patrons if they place a hold, but do not come in to pick it up. We don't want to charge them to place the hold, but do want to charge if we transit the item, make it available, but they don't come get it. In lieu of fines, this is a major revenue stream for us. We are migrating to Polaris and are surprised to learn it does not offer this functionality. Please consider adding this!
6 votes -
Auto-populate the Until field with the date in the Dates Closed field when adding a new date to the Dates Closed table
Currently, when staff update their library's Dates Closed table for a single date in the future they are required to select/enter the same date in both the Dates Closed and the Until fields.
While it is just a couple additional clicks, having the Until field auto-populate with the same date that staff have selected/entered in the Date Closed field would improve the end user experience when they are entering a number of single dates at once.
6 votes -
Cache Busting for Theme CSS File
When the theme's scss file is edited and compiled, the version parameter on the stylesheet link in the HTML does not update. This means that browsers don't know to pull the updated css from the server if they have it cached, so the css updates won't apply for all users immediately due to browser caching. Here's an example of the line in the HTML with the version parameter:
<link type="text/css" rel=""https://yourlibrary.org/polaris/custom/themes/theme1/site.css?ver=7.1.14157.0">
It looks like the version parameter is based on the Polaris version, so I'm guessing it's automatically updated whenever Polaris is upgraded, but that doesn't help for theme adjustments…
6 votes -
Take free days into account when recording check-in date in item history
Hi there! We just had a situation with a patron where several items they returned in the book drop on 6/30 were checked in today 7/5, however they were back-dated to accommodate for the days the library was closed and prevent fees from accruing. But upon viewing the history in Leap for each of those items, the check-in date displays as 7/5 and does NOT show the 5 days back-date, which would've been 6/30. This is very confusing and misleading, as our patron spoke to the owning library about the items and the owning library said 'New Milford checked those…
6 votes -
Add additional filters to PolarisAdmin (web SA)
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…
6 votes -
Patron Notes field - pop-up alert on check out
It would be useful to have a pop-up alert for notes to patrons that are important, but not so urgent we need to block their record. This would mean that when staff scanned their card at check out, there would be an obvious pop-up to alert them of a message, rather than relying on them noticing a colour change to the Notes link.
5 votes -
Search Item Records in Leap using Last Activity Date
It would be helpful if we could search using the Find Tool for items with a Last Activity Date. Last circulated is a search option, and Last activity is a column option to display, but I have yet found a way to use it in my search criteria.
5 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.
5 votes -
Limit checkout to patrons from this library and branches
Most of our libraries loan the library of things and museum passes to their own patrons. However, since all members use Adult Resident patron code for their resident patrons, it is not possible to limit materials to their own patrons. Could a checkout setting be added to the item records, similar to the hold setting "patrons from this library and branches" and "x days past first available".
5 votes -
Past bill information in the item record
Include past bill information in the Item Record - paid and unpaid
5 votes -
Generate Alert when Applying An Adult Patron Code for Minor Applicant
When creating a new account in Leap, it would be helpful if when the date of birth was less than 18 years from the registration date AND a patron code for adult patrons was selected, that an alert would display prior to saving, as we see for missing DOBs or other fields.
It should not be a hard block, as it is possible for someone under 18 to register as an adult, but the alert would catch attention to remind staff to confirm/correct during the registration process.
5 votes -
Ability to create reports with charts and graphs
I came across this report using a bar chart to reflect the Total Number of Items Added. Our staff would love the ability to create statistical reports and display them as bar, line, and or pie charts.
5 votes -
Fund Hierarchy Report
Currently, the fund hierarchy report organizes at the Organization level by Org ID. This means that as new organization levels are added they drop to the bottom of the list, and I'm often looking at this from an alphabetical perspective. It would be helpful to have the option to organize the output alphabetically instead.
5 votes -
Block holds creation when all items in a suppressed circulation status
There should be an option to block patrons from placing holds on items if there is only one owning library and the circulation status of the item is listed as missing or in storage. While in storage items should be visible to patrons in the OPAC since sometimes that item can be taken out of storage if a patron wants it, they shouldn't be able to place a hold if there's only one owning library and their only copy is listed as in storage. Like withdrawn items, missing items simply shouldn't show up at all for patrons as an option.
5 votes -
Printing workslips in Leap for the received PO lines
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.5 votes
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