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ILS - Polaris

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678 results found

  1. Leap should force logout when browser/browser tab is closed. Forcing a logout at browser/browser tab close would ensure that any open editable records are closed out as well.

    76 votes

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  2. We would like Polaris to transition items with a Circulation Status of Claim Returned and Claim Never Had to Withdrawn after a specified number of days. We envision this working like Lost Item Transition and the Missing Item Transition.

    Idea Value
    Adding this feature would allow a library to automatically remove items from patron view and allow for a more streamline process for deleting item records.

    75 votes

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  3. Currently item barcodes are not included on the billing notices. We double check the shelves for billed items prior to mailing the bill to the patron. Often we have multiple copies of the item. To ensure that the bill is accurate and the items are truly missing, we have to take the other copies to the circulation desk and double check their status. This is time consuming, inefficient and occurs frequently. Item barcodes are include on the overdue notices. I would like to see them included on the billing notice too.

    Idea Value
    This would simplify the workflow, reduce staff…

    73 votes

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  4. 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.

    72 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!

    71 votes

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  6. 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.

    69 votes

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  7. Add an optional free-text MARC editing mode to the Leap MARC editor that allows professional catalogers to directly edit bibliographic fields as plain text. Ideally, this would be toggleable at the record level, allowing staff to switch between the formatted MARC view and freetext view as needed.

    Leap's current MARC editor is great for copy cataloging, minimal edits, or non-professional staff. However, full-time professional catalogers are often frustrated by the inability to update multiple field at once, paste long blocks of MARC data or navigate through tags using the keyboard. For this type of workflow, Leap's editor is signficantly slower…

    67 votes

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  8. 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.

    67 votes

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  9. 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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  10. 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…

    66 votes

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  11. 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.

    65 votes

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  12. 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.

    62 votes

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  13. 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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  14. 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.

    62 votes

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  15. 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…

    62 votes

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  16. 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…

    61 votes

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  17. 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.

    60 votes

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  18. 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…

    60 votes

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  19. In the client we are able to create multiple new item records at the same time and we would like this functionality in LEAP as well.

    60 votes

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  20. 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.

    59 votes

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