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ILS - Polaris

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  1. Some locations need to apply both a distributed tax and a header tax to invoices (in Canada a PST and a GST). Currently, Polaris adds the percentage from the distributed tax to the header tax, so the total is higher than it should be. Libraries can work around this by reducing the header amount by the percentage of the distributed amount, but this is a fiddly process and sometimes results in rounding errors.

    We would like to see Polaris parse the calculation of the header tax charge, so it no longer includes the distributed tax amount. Polaris should also round…

    5 votes

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  2. This currently defaults to "Display," and displays with that status in PAC. Display is a non-circing status that is actually used for items in our special collections, so we can't rename it to something like "In Repair."

    If system admin gave an option to set a default status when "Mark Unavailable" is selected from Missing Part Check In, it would streamline workflows as we wouldn't have to go back and change the status in the item record.

    5 votes

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  3. Patron Privacy is becoming a much larger issue. We currently use a UDF to hold our Patron ID.

    We'd like to suggest that having the ability to create some way to collect and keep private patron data such as an ID or other PII would be ideal. And having this information encrypted in the database would be preferable as well.

    Being able to prevent this information from always showing, would be a benefit and even having the ability to only show a part of that information, such as the last four digits or something similar, would be useful.

    5 votes

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  4. Could you please look into providing an input field on SQL Find tool searches to allow the library staff to easily enter a search parameter e.g. an items barcode, a patron barcode.
    At the moment with the SQL FIND TOOL searches we have created, we must teach them to go to the WHERE clause and correctly change the parameter before re-executing the query.
    A dedicated entry parameter would simplify the use and training of SQL searching using the FIND tool.

    5 votes

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  5. In our previous ILS, on the patron's checked out items list, we could see the date of when the item had been checked out as well as the due dates. I know that staff can go into the item record to see who, where and when it was checked out, but it would be nice to be able to see what all was dealt with at the same time.

    5 votes

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  6. When downloading a record, have a setting that automatically removes certain lines (like 650s with a second indicator of 6).

    5 votes

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  7. More and more libraries circulate mobile wifi hotspots to the public. Polaris and Polaris Leap do not currently integrate with Kajeet, which is one of the more popular wifi hotspot providers for schools and libraries. It would be beneficial to libraries using the Polaris ILS to be able to streamline the circulation process such that checking in/out a hotspot in Polaris also activated/deactivated the hotspot itself.

    5 votes

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  8. 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

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  9. Allow 775 subfield Z MARC to be searched when searching for ISBNs.

    5 votes

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  10. I realize this is niche, but if you go to set up SSO in your environment, heaven help you. My crew just got through a week of getting things set up. There were 3 of my employees and at least 1 Innovative support staff and 1 Innovative dev involved all week. I can't imagine the amount of $$$ that was burned in hourly staff time getting it going. And of course the good news is that an upgrade or server move could break it all again! Some of the documentation is wrong and some of the transcribing of the data…

    5 votes

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  11. When using the find tool basic search, we can use filters to narrow down criteria. After applying the criteria, if we select power search, the power search string is automatically created based on the filters. We can then modify the power search as desired.

    It would be very helpful if this could work in opposite way: that if we create a power search, but are wanting to then see the visual representation in the basic search filters, that we could move from power search to basic search with the criteria filled in in the filters.

    5 votes

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  12. 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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  13. Please add a Save option for the full picklist so any items removed will stay removed.

    When we go to Utilities > Outreach Services > Picklist, we see the full picklist for all Outreach Services (ORS) patrons. We can find a title either by scrolling through the list or using the filter to search by patron or title. We can select the title and then press "Remove from list". The full picklist displays and the selected title no longer appears on the list.

    However, there isn't an option to Save here.

    If we select "refresh," we receive a warning that…

    5 votes

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  14. In the 7.5 update, which introduces the ability to cancel items in "shipped" and "held" statuses, I suggest extending this cancellation privilege to staff members exclusively. When patrons cancel items that are on hold, those items are often already on the hold shelf, and the system's only notification to staff is by adding the item to the cancelled hold list.

    By allowing only staff to cancel holds, they could promptly remove the item from the shelf and cancel it directly, eliminating the need for setting an expiration date or other measures to force its expiration.

    5 votes

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  15. It would be nice if Authorized User (custom field under Attribute on patron registration) can be added to the header in Leap so staff do not have to open up(click) the patron registration to see it.

    We would like for this field to be visible when staff opens the check out screen for a patron without having to open their registration screen.

    5 votes

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  16. All libraries would benefit if LEAP used address verification check, when feature is enabled in Polaris Client on the LEAP web app.

    5 votes

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  17. We think it would be helpful for patrons to see Waiver Requests as "Submitted" or "Pending", "Approved", and "Denied" for better understanding. See screenshot which illustrates the lack of that detail now.

    5 votes

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  18. Adding smaller vendors allows us to receive better discounts when we can order direct.

    5 votes

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  19. Ability to pull in a customer's reading history at GREATER than 250 items at a time (similar to the 'karate chop' feature in Polaris client.

    5 votes

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  20. One of our member libraries have displayed interest in having the option to include the ability to attach multiple patron barcodes onto one patron record. The want for this is due to the interest of adding collectible library cards to their location. They also spoke to another library uses the Sierra ILS. It was stated that their ILS has that functionality already.

    5 votes

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