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ILS - Polaris

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521 results found

  1. We are interested in going paperless and no longer using registration cards but we would still like to collect patron signatures. Can Leap/Polaris allow for electronic signature collection?

    11 votes

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  2. 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.

    11 votes

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  3. All use of Secure patron when customer has checkouts, holds, etc.

    The secure patron function in Leap does almost exactly what we need for what we call suspended patrons (those not allowed on library property) - it blocks a customer's record and provides a clear, visual indicator that the account has been secured.

    I can't use it though and had to create a workaround to accomplish much the same thing because Secure Patron is only an option when the patron has no account activity. This makes no sense and renders the function unusable.

    11 votes

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  4. We use ChiliFresh as a source for cover images and we also use their service to upload custom images for missing covers, kits, etc. After the MARC record is updated with the custom image tag, the new image shows up in the PowerPAC immediately. However, it never shows up in Leap. Leap is already pulling images from ChiliFresh (as well as other sources) for the cover images in Leap's item and bib records. It's really weird that it doesn't pull from the same source to get the custom image attached to the record.

    10 votes

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  5. It would be beneficial to have a total item count in the header of POs and Invoices for quick reference. Currently there is no easy way to get this count from a PO or Invoice because there is not even a row count column under the items view.

    10 votes

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  6. 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.

    10 votes

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  7. Provide an option to schedule bulk fee waive in records on a reoccurring basis, such as daily, monthly, or other specified intervals. At the moment you can only select one date and run it once.

    10 votes

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  8. Currently you can search hold requests by pickup location.
    Libraries would also like to search the hold requests by pickup areas.

    10 votes

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  9. 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.

    10 votes

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  10. A patron was using their former barcode to try to do a password reset, and before we realized what the issue was, the system told them they 'had no email address' associated with that account. It would be more helpful if the system told them the barcode was invalid or, even better, that they were using an old barcode.

    10 votes

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  11. 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…

    10 votes

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  12. We were told that in order to activate volume level requests in the PAC and in Vega, we would have to turn off the ability for item level requests to be placed, since it's an either or setting (see attached). However, we need to be able to offer our patrons both options. In the case of volume level requests, we can't have patrons getting a random volume that they might not even want when they place a title level hold. Since we also have patrons that use item level requesting, we can't just turn that off in favor of volume…

    10 votes

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  13. Adding the patron modification date and the name of the last modifier of a patron record would allow staff to narrow down when records were modified and by whom. The ability to track these changes would be particularly useful to Outreach staff who may need the statistical information about patron records they modified while working off site. Ideally, this addition should be added to the report outputs in SimplyReports and added to Leap as well so that public service staff can easily access this information. In Leap, adding Last Modification Date and User to the list of keyword fields in…

    10 votes

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  14. 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.

    10 votes

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  15. 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.

    10 votes

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  16. When using the filter box in a Leap workform (for example, in Reading History, Out, holds or really anywhere you have ability to filter a view), please add an indicator of how many items are caught in the filter. For ex. a customer has 85 items checked out and wants to know how many DVDs they still have out. Typing DVD into filter reduces the list but doesn't tell you how many DVDs there are. The only option is count them.

    10 votes

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  17. Opening Day Collection orders are created when large numbers of new books and videos are needed to either create an entirely new collection for a branch or to partially replace a collection. Large orders tend to produce large quantities of invoices; for this reason, streamlining all possible aspects of invoice payments is essential to help expedite payments for these orders. It would be very helpful to all libraries if Polaris offered functionality to assign a specific cataloging fund to Opening Day Collection orders. The new functionality would save libraries significant labor when paying invoices for these orders without affecting regular…

    10 votes

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  18. Add the search options in Leap for Loan Period, Fine Code, Material Type and Statistical Code.

    10 votes

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  19. Can the Polaris notices are more inline with the new GMAIL Spam Regulations. https://blog.google/products/gmail/gmail-security-authentication-spam-protection/

    10 votes

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  20. 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.

    10 votes

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