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ILS - Polaris

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ILS - Polaris Updated

Lost and Deleted Items

Circulation, Access Services & Fulfillment CLOSED

ILS - Polaris Updated

More Robust Item Record Change History

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ILS - Polaris Updated

Make the INN-Reach Polaris pickup slip editable

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ILS - Polaris Updated

Add Abdo Publisher as an EDI vendor.

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  1. Many screens in Leap are awash with 1px borders, which make it difficult to visually distinguish different areas of the system because of the "noise".

    While there are lots of ares for UI improvement across Leap, this one might be an easy win, as shown in the side by side screenshots.

    12 votes

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  2. You can set the title bar color and the login message for Leap. However, it would also be nice to have the option to set the favicon so when you have a test, development, and production server open, you could use a favicon to more quickly distinguish between them in your open tabs.

    12 votes

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  3. When you are logging into Leap on a machine where you've already logged in, a cookie is set that pre-fills the Branch and workstation. However, you canNOT simply hit enter to continue through this screen because the focus is on the workstation drop down.

    This is a request to make it focus on the Continue button when you've already logged in on this browser to make the login process more seamless.

    12 votes

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  4. Allow SSO logins for SimplyReports. Right now, staff who are SSO accounts only cannot log into SimplyReports. Leap and /PolarisAdmin support SSO and we'd like to be able to extend this to SimplyReports.

    This prevents us from being able to fully adopt SSO at some locations because the staff can't create reports. This means we have to continue to hold onto and maintain less secure connections between networks, so these staff can run SimplyReports.

    12 votes

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  5. If Simply Reports had a Hold History report, where you could enter a Bibliographic Record ID and then see the history of hold requests created for that bibliographic record -- it would be most helpful when trying to see why an item wasn't automatically renewed, or was blocked from renewing.

    12 votes

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  6. We use only two call number schemes in item records, either “Dewey Decimal” or “Other”. I wonder if it is possible to hide the rest of the schemes from the dropdown menu in item records. This will reduce the chances of accidental selection of an incorrect scheme.

    12 votes

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  7. In PolarisAdmin, it would be great to have a few additional filters other than the text box filter.

    • Show non-default (would show any setting that wasn't at its default value)
    • Show system/library/branch level (one for each, to show settings that were set at specific levels within Polaris SA)

    This would allow for quick scans for changed settings that might be causing issues or problems. Especially in places where there are a wide range of settings that are largely kept at their default values (I'm looking at you Self-Check Unit Parameters).

    I'm attaching a screenshot of another software I use that…

    12 votes

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  8. Unlike the Leap sidebars, you can NOT pin the PolarisAdmin sidebar, making it more difficult to move around the system versus the desktop SA.

    12 votes

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  9. Most of our libraries loan the library of things and museum passes to their own patrons. However, since all members use Adult Resident patron code for their resident patrons, it is not possible to limit materials to their own patrons. Could a checkout setting be added to the item records, similar to the hold setting "patrons from this library and branches" and "x days past first available".

    12 votes

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  10. Currently in Leap when checking out an item - if that item has an item specific hold on it for a patron - it does not provide a pop up or warning if you try to check out that item to another patron. In Polaris it would warn you that there was an existing hold on that copy. This was a very useful notice for circulation staff.

    12 votes

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  11. When deduplicating hold requests, Polaris looks at title, author, and material type. Therefore, it doesn't allow our customers to place holds on the same video game title for different consoles.

    Please also consider UPC during the hold request duplicate detection process.

    12 votes

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  12. When using the filter box in a Leap workform (for example, in Reading History, Out, holds or really anywhere you have ability to filter a view), please add an indicator of how many items are caught in the filter. For ex. a customer has 85 items checked out and wants to know how many DVDs they still have out. Typing DVD into filter reduces the list but doesn't tell you how many DVDs there are. The only option is count them.

    12 votes

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  13. We're working with a vendor to import patron records into Polaris as part of a program to give every student of the local school district a library card. As part of the arrangement, these student cards will be exempt from billing.

    Unfortunately, there is no means to check the "exclude from" overdues, billing, etc. boxes in the API, so this will have to be done manually every time a new batch of students is imported. Please make it possible to modify these options via API.

    12 votes

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  14. Identifying the correct record set from Find Tool results would be easier if the record set ID was an optional column.

    11 votes

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  15. As of 8.0, users can export MARC bibliographic data, but not MARC authority data. Can this utility be updated to also allow export of authority data? This would help catalogers during cleanup and maintenance projects, and it would make Leap functionality align with the desktop client.
    Example of a case where this function would be useful: Vendors like Backstage may ask for a sample of existing authority records. Being able to use Leap to export MARC authority files would help libraries with limited or no desktop client access.

    11 votes

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  16. Adding this to PAPI would allow this process to be performed without SQL access and also fully leverage all of the existing Polaris business logic. It would also allow hosted customers to utilize the functionality.

    11 votes

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  17. The Background Processing screen (specifically under MARC Import) does not currently support the newer LEAP pagination options available in other, more recent LEAP screens. This creates usability challenges when reviewing and managing historical imports.

    Problem:
    The current interface relies on a “More” button to load additional records page by page rather than having the option to load all and setting the record count to view. This creates several issues:
    • Staff must repeatedly click “More” to access older records, which is inefficient and time-consuming
    • There is no option to “load all” or quickly navigate to a specific point in…

    11 votes

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  18. Add 'Patron Record is Secured' to Report Output Column in Patron List Reports in Simply Reports. Available as a Patron Miscellaneous Filter but not as an output.

    11 votes

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    Secured patrons are patrons with a record status = 3. It is possible through SimplyReports content administration to add the RecordStatusID column from the Patrons table to the list of output columns.


    I'm putting this idea under review because the RecordStatusID isn't exactly what was requested here. But I wanted to share that it may provide a workaround.

  19. Whenever there are menus like "Yes", "no", "cancel", it would be nice to use arrows and enter buttons on a keyboard and not a mouse. Right now arrows don't work.

    11 votes

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  20. Polaris client allows staff to populate a patron record set from an xlsx or csv on the local machine. Please enable this capability for item and bib record sets as well.

    11 votes

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