687 results found
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Polaris transactions will "run out" of space due to being an "int" data type
The Polaris Transactions database TransactionID is an int data type. This 2,147,483,647 means the biggest number supported by the database. In our busy system, we're about halfway through the available TransactionIDs as we're about to reach 1 billion. This field should be moved up to a bigint data type. Otherwise inserting new data will fail.
15 votes -
Search LEAP by username
LFPL would like the ability to search for patrons by their username in LEAP without having to use the SQL search
15 votes -
Add "create fee" endpoint to the API
The API currently doesn't have a way to add a fee to a patron account. The use case where we'd want this is that we use a third party for online self-registration. They offer t he ability to differentiate between resident and non-resident accounts, but to use the non-resident option, we'd need to have a fee added when the account was created.
15 votes -
Run date specific report on Patron activity (not last activity)
I would like to submit the idea that Polaris offers the ability to run a report based on patron activity dates, and not their LAST activity date.
Currently, we can only run a report using "Last Activity". This is not helpful if trying to determine how many patrons were active in a given period because if they have had activity after the specified period, they would no longer be counted in the report.
There is a canned report under System > statistical summary, but it only looks at borrows, and would not count ILS card activity such as from a…15 votes -
Option to slide divider to resize record header and editable data field
When you open a bib or item record, the header takes up about half the screen (with a slider bar if the record is long). For staff going in to edit the item details tab or the bib MARC tab, they no longer need to keep seeing all the header info. It would be useful if the field with the editable data were in a horizontal split screen or divide that could be slid up to minimize the header and expand the editable space.
14 votes -
Record set filtering by column
The search/filter functionality in a record set could be improved by providing the option of applying it to a selected column instead of to all the columns.
14 votes -
LEAP - Ability to edit invoice header charges
The functionality to edit fund or charge type in header charges would help streamline acquisitions workflows. At this time, we have to delete and redo the charge when we only want to update the fund, creating more room for error.
14 votes -
Inventory to update item status
I would like to have the option for items being inventoried, if they have an anomalous status, to have those items go to a status of IN. Of course, we would rather not do that for damaged items, etc., so the ability to decide which statuses would be updated to IN, such as missing, would be essential.
14 votes -
Reminder to refresh bib workform after editing in compare tool
Because edits can be made on a bib from the compare tool while the bib workform is open and unlocked, it would be helpful to have a reminder to staff to refresh the bib workform if they return to it. When staff are working with multiple bibs, it is easy to forget that a refresh is needed before making additional edits. Saving in the bib workform can result in losing the edits made in the compare tool.
Ideally a pop-up or a highlighted refresh button would only show up if edits had been made to the bib elsewhere. This could…14 votes -
Add POLI record ID to header (Leap)
Currently the POLI record ID is only visible as part of the url in the browser. It would help staff to more easily differentiate between multiple POLIs for the same title if the unique ID was included in the POLI header and as a column in the PO.
14 votes -
Include Hold Bulk Change in Background Processing
Polaris 8.1 introduced Bulk Changs within the Request Manager. However, when a bulk change is made, the only verification the user receives is a message that tells the user how many holds were changed. It would be beneficial (and would follow Polaris' bulk change practices) to include the results in the Background Processing function.
14 votes -
Pick list prioritization based on floating load limits
Enable the pick list to prioritize filling holds in floating collections from branches where the number of items on the shelf at that location is the highest and/or over the load limit for that collection.
14 votes -
Leap - Copy fund allocations
I am writing to request an enhancement for the Leap Acquisitions module. Currently, the system does not allow users to copy fund allocation numbers.
When adjusting funds, the Encumbrance and Expenditure Fund Balance Limits often do not update automatically. This requires me to manually re-type the "Total Allocated" amount into six different limit fields. Manually entering the same 6-digit or 7-digit numbers multiple times is not only time-consuming but also creates a significant opportunity for manual entry errors.
Could you please update the system to allow copying from the "Total Allocated" line and pasting into the limit fields? This small…
14 votes -
Leap: include examples for pub pattern creation
Staff find the examples provided in the client helpful when creating a new pub pattern. It would be great to see the same in Leap.
14 votes -
Consistent Collection Name Display in Cataloging and Acquisitions Modules
We would like to submit an enhancement request regarding the display of collection names in the system.
Currently, the Cataloging module displays the collection name together with its abbreviation, while the Acquisitions module only shows the first part of the collection name in the dropdown list. This difference in display may cause confusion for staff when selecting or identifying the correct collection.
We would like to propose an enhancement so that the collection name display is consistent across both modules, ideally showing the full collection name together with its abbreviation, similar to the display in the Cataloging module.
This improvement…
14 votes -
Alphabetically sort subject heading tags
Allow the 650 & 655 tags to be sorted alphabetically. When bringing in older MARC records there can be masses of duplicated headings. The ability to sort them alphabetically would make deleting them much easier.
14 votes -
Polaris should re-evaluate hold eligibility when trapping preferences are set
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.…
14 votes -
Grouped Bibs
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,…
14 votesI 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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Place multiple holds for one patron in a purchase order
It would be very helpful if Polaris had an option to be able to highlight multiple titles in a purchase order whether in the pending process or released process by being able to select multiple titles, right click, and PLACE multiple holds for one patron.
14 votes -
Making Text in On-Order Records a Different Color
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.
14 votes
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