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ILS - Polaris

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ILS - Polaris Updated

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Reporting & Analytics UNDER REVIEW

ILS - Polaris Updated

Automatic processing for item record details

Circulation, Access Services & Fulfillment UNDER REVIEW

ILS - Polaris Updated

Patron block pop up

Circulation, Access Services & Fulfillment UNDER REVIEW

ILS - Polaris Updated

Holds that can't be filled

Circulation, Access Services & Fulfillment UNDER REVIEW

ILS - Polaris Updated

Volume-Level Holds for Blank Volume Field

Circulation, Access Services & Fulfillment UNDER REVIEW

ILS - Polaris Updated

Live Preview Within Bibliographic Record Sets

Cataloging & Metadata Management UNDER REVIEW

ILS - Polaris Updated

Vendor integration

Customer Relationship & Account Management UNDER REVIEW

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695 results found

  1. When constructing an order, the latest ISBN from the bib record is used. It would be helpful if instead, the vendor could put the preferred ISBN/UPC into the 970 and when the PO was built, that PO number could be pulled from the 970 for the library rather than displaying a red exclamation and requiring the staff to manually check the PO to make sure Polaris selected the proper ISBN/UPC from the order record.

    77 votes

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  2. We would like to be able to edit the default registration/renewal period based on the patron code rather than just based on the branch. We have certain patron codes that should renew for 1 year instead of our default of 3 years, but they don't have a unique branch in Polaris so we have to change the registration period each time we create a patron, and we have to change the renewal period each time we renew them, leaving more room for error if those steps are missed.

    77 votes

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  3. Having patrons blocked from placing holds if there account is blocked is greatly needed, as patrons can currently place holds through Leap, Vega, Mobile App even if they are blocked for having too many fines.

    73 votes

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  4. Some libraries use tools like Deep Freeze (that discard any changes to previous work sessions) or manage settings so that browser caches are cleared when closed or when the user logs out. Since Leap Offline stores data transactions in the browser cache, anything that is not uploaded to the database will be lost in such occurrences.

    73 votes

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  5. Dark mode is preferred by many users due to lower brightness and less eye strain, as well as less screen glare. Support Dark Mode for Leap!

    72 votes

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  6. In the staff client, we can set a default file for a particular import profile. When that import profile is used, the file is already selected and we don't have to search for it. We'd like this same thing in Leap, but currently aren't able to set a default file and have to search for it every time.

    Idea Value
    This would prevent having to search for the exact same file every time when importing. It would save time, is more efficient, and already works well in the staff client.

    70 votes

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  7. Many libraries like to call attention to their genre fiction through the use of spine label stickers and icons. For instance, science fiction items may feature an image of a grey alien, mysteries have a magnifying glass or a skull and crossbones, and westerns use a cowboy or a horse or something similar. The thing is, there's no reason a library couldn't print the icons on the spine labels themselves using emoji.

    👽 = Science Fiction

    🐴 = Western

    💀 = Mystery

    🦄 = Fantasy

    🏰 = Historical Fiction

    And so on. However, the Polaris Label Manager barely supports any…

    68 votes

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  8. We would like Polaris to transition items with a Circulation Status of Damaged to Withdrawn after a specified time frame. We envision this working like Lost Item Transition and the Missing Item Transition.

    Adding this feature would allow a library to automatically remove items from a patron's record (but still retain any associated charges) and allow for a more streamline process for deleting item records.

    66 votes

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  9. Create a recall function that is separate from the holds queue so Technical Services can get items back (for relabeling, for weeding, etc.). Technical Services often use internal cards to place holds on a specific barcode. This sometimes work, but has a few drawbacks:
    1. The hold disrupts circulation (renewals, other holds, potentially in-transit)
    2. If the item goes into a status that cannot fulfill holds (e.g. item becomes LOST), the holds will go back the queue and be reassigned to another item on the bib. Technical Services usually needs the specific barcode, not just any item on the bib.

    …

    63 votes

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  10. Currently, Bulk Change allows staff to replace existing information in free-text fields, and add to the beginning or end of the field in some cases. However, existing text cannot be edited.

    For example, if a group of item records need the volume numbering changed from “v.” to “vol.,” Bulk Change cannot update all the items if they have different volume numbers. Staff have to replace “v. 1” with “vol. 1,” then do all the v. 2s, then v. 3s, and so on. Similarly, if a library discovers that some of its records have incorrect diacritics, each word must be changed…

    63 votes

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  11. The author quotes in Polaris Leap suddenly became a hot topic because of a Neil Gaiman quote within the list. While making some adjustments, it occurred to me that there are more possibilities for those Leap quotes and that they could be used to convey real information to the staff about things like upcoming Polaris upgrades, library events, and so on. At the very least, changing the quotes in WebAdmin is a bit of a pain because you have to change a quote and an author separately.

    My idea is that the quotes should be added to SA, where they're…

    63 votes

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  12. We'd like the ability to print from the Leap Find Tool, like we can from the client Find Tool.

    63 votes

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  13. I would like there to be a way to see who has interacted with a patron account, in the same way there is a history on an item record. Today we were trying to see who had made a specific change to a patron account, but because someone else had fixed it already, we couldn't. So, if we had a list like the item history, where we could see who had been in and what had been done, we could more easily know who to contact and train on an issue.

    62 votes

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  14. Our Library will soon no longer be offering phone notification. I'd like the ability added to remove notification types (Phone 1,Phone 2 etc) from the staff interface so a invalid choice is not longer available. However, we'd still like the ability to record that information in the patron registration if needed.

    62 votes

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  15. Currently item bulk change functionality allows staff to bulk change fields that they can't change in individual item records. This allows staff to modify item records using bulk change when they're blocked from modifying directly in the item record. The same permissions should apply to bulk change:

    • Item records: Modify cataloging view
    • Item records: Modify source and acquisitions view
    • Item records: Modify reserves view
    • Item records: Modify history view

    The library feels this is a data security risk. Fundamentally, here is the question: what is the purpose of the permission Item records: Modify cataloging view?

    If…

    62 votes

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  16. Currently, when adding segments to a purchase order line item in Leap, the collection and fund reset whenever a new destination is selected. Since we are frequently adding multiple segments with the same collection and fund but different destinations, this forces acquisitions staff to have to scroll down and select the correct collection and fund for each segment. If the first selection of collection and fund "stuck" for each purchase order line item, it would be much faster to add multiple segments for items going to different destinations.

    62 votes

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  17. To be able to select multiply purchase order line segments and make a bulk change to a particular field, (eg. coll. code, fund code) Sometimes an error occurs in the import process and each line has to be populated manually. It would be amazing to be able to select an entire column and make the change.

    61 votes

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  18. We would like an alert to let us know when a patron has a dated note similar to the old Notes section. Even if it could flag the same NOTES word.

    Trying to transition to using dated notes only but we need our circ staff to be aware there are notes to view rather than them going to that section for every patron to see if there are any.

    60 votes

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  19. The ability to create keyboard shortcuts to insert (paste) pre-defined text. Prior to the advanced marc editor added in Polaris 7.6, our catalogers were able to use the program QuickPaste in which we had lines and lines of pre-defined text often used in creating bib records. This was a huge time saver and this no longer works with marc editor.

    Some examples of text we programmed are as follows:
    Ctrl+Alt+B – opens a list of pre-defined text which our catalogers could select from when creating book records.
    ‡atext‡btxt‡2rdacontent > inserted into the 336 field
    ‡avolume‡bnc‡2rdacarrier > inserted into the 338…

    60 votes

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  20. I would like an option to bulk print spine labels in 2 different circumstances. 1. For all items on a particular purchase order. 2. From a file (similar to the Check In>Action>Load From File works.

    60 votes

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