628 results found
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Update Bulk Waive schedule in LEAP - add reoccurring
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 -
Include Active Directory in web-based System Administration
The current method for changing a Polaris Staff Member's password is clunky and not ideal if part of a large library system. Additionally, all SA management is moving towards the web-based interface. It makes sense to incorporate staff password management into the SA web-based interface.
10 votes -
Include 024 tags in ISBN index
Please expand the search functionality to include searching and pulling results for both the 024#a MARC tag, as well as 020#a
Functionally this will improve searches as results will include hits on an ISBN whether it's in 020 or 024
10 votes -
Include patron preferences such as billing notifications in PAPI patron update/create
The Jacksonville Public Library leverages the Polaris API to manage student records. Currently we have to take an extra step in the LEAP UI to set the communication preferences. We don't bill students or send their accounts to collections, so we have to do a bulk update of all the records with the UI after already touching every record with the API. This is cumbersome because there are over 100,000 student records that need to be updated. Most updates are smaller, but at the start of the school year we do a full refresh.
We would like to be able…
10 votes -
Improve Hold Duplicate Detection
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 -
Allow volume level AND item level requests
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 -
Fund Hierarchy Report
Currently, the fund hierarchy report organizes at the Organization level by Org ID. This means that as new organization levels are added they drop to the bottom of the list, and I'm often looking at this from an alphabetical perspective. It would be helpful to have the option to organize the output alphabetically instead.
10 votes -
Circulation by Loaning Branch at the Bib level
Currently the preview screen in Client and the Bibliographic level statistics screen in Leap provides circulation by Owning Branch. It would be more helpful in determining where a title is popular (and more useful for acquisitions) to have this data based on Loaning Branch. Use on a specific copy would still be accessible on the item record. If circulation by loaning branch can't be provided there, having it accessible elsewhere from the Bib record would be great.
10 votes -
Mailed Notices and Long Overdue Items
We just were made aware that for patrons who are set up to receive mailed notices, that long overdue items are not automatically marked as Lost as other items are- they will only be marked as Lost and charged to the patron AFTER you run the Billing Notices. This is not something we were ever made aware of and only were told when we happened to notice a patron had items with a due date in 2024 on their account. This feels ridiculous and like an unnecessary step in an otherwise automated process. My library does not mail out billing…
9 votes -
Scan Driver's License for new card creation
Our Polaris Staff Client has the option to scan a patron's driver's license to autofill their registration information. It would be great for Polaris Leap to also have this feature.
9 votes -
Blocking Conditions for Item Barcodes
The ability to block item barcodes that begin with specific digits, such as 978, would be a tremendous benefit for libraries. During item record creation, staff may accidentally scan the ISBN or UPC printed on the item instead of the library-assigned barcode intended for circulation use.
Providing the ability to restrict or block specific barcode patterns would help prevent incorrect barcodes from being saved to item records. For example, preventing an item record from being saved when the barcode begins with 978, the standard prefix for traditional ISBNs, would significantly reduce these types of errors and improve data accuracy.
9 votes -
Leap: Allow logging in to other branches.
Currently, you can only log in to Leap using your workstation's assigned branch.
In the desktop client, you can use a workstation to log in to any branch.
Choosing a workstation in Leap that doesn't match your computer's system name breaks RFID functionality, as well as breaks reporting by workstation, and is not a workable solution.
This is impairing our ability to make a full move to Leap, and is one of the things that feels like a huge step backwards from the desktop staff client.
9 votes -
Force the use of templates
AS a consortia that includes many small 1-2 person libraries, we would like the option added to force member libraries to use templates. No matter how much we encourage, train, and setup their templates, they are not being used consistently across all members. This is causing export issues when sharing our catalog statewide for ILL and will now being causing issues when we are a ztarget for the state ILL system. We can bulk change all these items, but that is wasted staff time, when it would just be easier to force those 1-2 person libraries to use the templates…
9 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…
9 votes -
Bulk Change Serials Issue Records Status
Offer the ability to bulk update Serials issue records to a new status. We order multiple copies of most serials, and currently we have to open each issue to change it from "Claimed" or "Pending Claim" to "Not Available" when the vendor cannot supply it.
9 votes -
Registration confirmation email as part of patron self-registration
My library would like an email to be sent to patrons who use the self-registration form in the PAC with a confirmation that the registration has gone through and with reminder information that they will need to come in to complete their full registration. This would also allow us to confirm that we have a correct contact for the patron.
9 votes -
Include DELETE method for Patron Blocks
As of Polaris 8.0, PAPI supports creating new Patron Blocks but does not provide a method to delete them. For internal automation and vendor workflows, the ability to programmatically remove Patron Blocks is essential. Adding a delete method will reduce the need for manual intervention.
9 votes -
LEAP - Add Received Date and User to POLI segment view
By adding received date and user to the POLI segment view, we would be able to quickly troubleshoot issues without needing to run reports.
9 votes -
Display Title Release Date if Future
On bib / item records, display the release date of titles when the title is not yet released. This will remind users to not make books available when they are received but not yet released. This info might not be in the typical metadata bundle but would be very useful to have.
9 votes -
Customize Copy funtion in Leap
Add the ability to customize what fields are "copied" when clicking on the Copy button in a patron record. Or as an alternative, create custom patron templates that can be selected both when copying a record and creating a new record.
For Example: Our Staff use the Copy function most often with registering multiple members in the same family. Rarely is the information in the Profile View the same (Name, Patron Code, Birth Date, etc.) and if staff aren't careful they could forget to change these fields - fields that are reflected in the various system tables.
9 votes
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