432 results found
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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…
3 votes -
Ability to enter a single date when searching for a patron’s date of birth. Currently, the search for date of birth consists of two search f
Our staff searches for patrons by date of birth to check for duplicate accounts. It would be nice to enter only one date instead of two.
3 votes -
Polaris ExpressCheck interface
On the Polaris self-check machines, the EXIT button at the end of the checkout is proving to be confusing to some patrons, as they think that they were bumped out of the transaction without completing it. Having a screen or message telling the patron that the transaction is complete would be helpful. Alternately, being able to customize this wording to say COMPLETE or FINISH instead would work.
We would also like to be able to customize other wording such as "scan the book's barcode" to be more generic, as many library materials aren't books.
3 votes -
Export email notices
We already have the option in 7.6 to export print, phone, and TXT notices via the native Polaris admin settings. The only format that cannot be exported is email.
It would make notices integrations to third-party and other hosted solutions more accessible and easier to maintain if the same functionality were supported for all notification methods.
3 votes -
Collection Agency Reporting by Item Library - Only block patron once
Collection Agency Set Up: Can we add the ability to filter out patrons who already have a collection block when we send by item library? Due to financial reporting requirements, we have to send by item library but find many of our patrons end up with more than one collection block which we then need to remove.
3 votes -
(SMS - Cirriusimpact/third-party SMS) Flag patron account within Polaris when patron "opts out"
Reviewing the process of integrating Cirriusimpact at our library, we've encountered a notable issue: patrons opting out of text messaging and staff needing to adjust their notifications accordingly. Currently, we're relying on CGS to send daily email alerts when someone opts out, but it would be more convenient to add a non-blocking note to the Polaris account visible to all staff. This would ensure everyone is aware of a patron's preference change and simplify the search for patrons with similar notification settings.
3 votes -
Include Fulfilled Holds in the Holds History for a Bib Record
I would like to see a history of all holds on a bib record kept with the date of activation, not just those that were cancelled. I use this information to adjust how many copies of popular authors to pre-buy by looking at how many holds were placed on an author's previous released title(s) prior to release date.
3 votes -
Limit loans on new items from a branch
I would like to be able to limit new items to be available only to a specific branch (Library at Home/ Outreach for example) but only for a specific time frame. We have this functionality for a library level, but not branch.
3 votes -
Granular Notification Options for Claimed Items
In System>Parameters>Notification>Notification Options>Overdue & Bill, I would like to see the "Include Claimed Items" broken out into individual notification options for Claims Returned, Claims Never Had, and Missing Part. As of now, if this option is selected, notices will go out for all or nothing regarding these claims. I would like to only send notices for Missing Part items and not the other two. My reasoning is I do not want to continue to send notices for items I consider "resolved" when a patron says they returned something or that they never had it. However, I do want to continue…
3 votes -
Have the ability to enter quantity when adding a Fee
Our staff would like the ability to add a quantity along with Amount, Item Barcode, Notes when adding a new Fee Reason to a patrons account.
3 votes -
Add a filter in the Leap find tool to search Hold Pickup Area's
Currently you can search hold requests by pickup location.
Libraries would also like to search the hold requests by pickup areas.2 votes -
Add Postal Code table to PAPI
It would be nice for third party vendors and developers to have access to the Postal Code table via PAPI. Something similar to the OrganizationsGet method.
2 votes -
notice scheduling
Currently, the notices for Current Checked Out Items allows for daily or weekly scheduling, but it would be handy to have the ability to set this at a longer time frame such as monthly, quarterly or by semester as most of our materials check out for much longer periods of time (16 weeks or longer generally), and some users find the weekly reminders tedious.
Either the option to set the automated notices to a longer time period, or the ability for patrons to choose a longer reminder period (opt in to weekly, monthly, etc notice) would be very helpful.
2 votes -
Expand size and character limit of Reader Services note field
Our Access Services staff use the Reader Services tab and the Note field to list patron details to assist with readers advisory for elderly and homebound patrons.
They use the Preferences options to some degree, but have noticed a character limit in the Note field, which requires them to use abbreviations to fit their details. They asked: "Is there a way for Polaris to increase the character limit of the Note field in the reader services tab? Is there a way to increase the viewable space as well?"
Character limit may be around 250 or so, so they are abbreviating…
2 votes -
Ability to check in a routed serial with no barcode to be deleted in Leap
When we are done using a routed periodical we have no way of checking in the issue for deletion. We don't assign a barcode to these issues so it will not allow a check in. We need ability to either delete a periodical in a Routed status or a quick way to un-route to then allow us to delete.
Right now staff are forced into the item record and assign a barcode like "1", save record. Check in item. Then they can delete.
2 votes -
INN-Reach Returns
I love Polaris/Leap 7.7's INN-Reach check-in screen for receiving resource sharing items. Thank you for the update!
Please make it smart enough to handle returns to the owning library as well (or create a similar screen for returns), so staff doesn't have to do the cumbersome, branch-by-branch return process in Request Manager.
Thanks!
2 votes -
Add Title & Suffix to PAPI PatronRegistrationCreate2 & Update2
It would be helpful to be able to create or update, via PAPI, patron registration records with the Title and Suffix fields populated. Currently, there is no way to ingest this information when using custom registration forms that utilize PAPI to create patron records.
2 votes -
Registration Drop Down Box
Please add a drop-down box for the profile section of registration. There is a drop-down box for the address section labeled term but there is not one for the profile section. It makes it easier for staff to choose the correct date. In the Polaris toolbar, there is a drop-down box for patron info and address.
2 votes -
Fix Collection Agency Report
The Collection Agency Report currently includes a field for RtrndMaterial.
Apparently whoever designed the report defined this field as "Value of material returned. (RetndMaterial)...The value is the sum of all replacement charges for lost or billed items that were originally charged by the reporting organization and that have been waived."
In other words, if your staff waives replacement charges, that gets reported to the Collection Agency as returned material, even though no material was returned and the library has gained nothing. This paints an unrealistic picture of the results of your collection efforts and allows the collection agency to suggest…
2 votes -
Provide Export option from Check In
This would be very helpful for a number of uses - such as when your book drop is fouled and you need to quickly bag items, bulk return via RFID and save the info for later resolution.
2 votes
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