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ILS - Polaris

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  1. Cataloging staff using the client have to resize the columns of the find tool results every time they search bibs and items. They also would like to be able to add and remove columns from their default searches. In LEAP, they can add and remove columns and LEAP remembers when they resize a column. This functionality in the client would save them steps.

    9 votes

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  2. We would like, when items with a Withdrawn status are returned by patrons in a good enough condition to still circulate, for the replacement fees associated with the item to auto-waive in the same way that items with a Lost status can auto-waive. This would prevent confusion at the circulation desk and streamline the check-in process.

    9 votes

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  3. Polaris should be able to generate barcodes outside of self-registration. Sometimes you want to generate barcodes without relying on a physical card that already has a barcode printed on it. Polaris already can do this because it does it for self-registration cards. So it should be able to occur on demand.

    9 votes

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  4. We have found it hard to work with the Current and Recent workfrom menu when working with lots of Patron Records, or more commonly, Duplicate Patron Records.

    Names work, but when names are similar or the same it can be hard to figure out which records are which.
    Sometimes staff are working with Barcodes as a reference vs. patron names.

    It would be nice to have a subtext under the Patrons name in the Current and Recent workform list that shows the last 4 digits or the full barcode underneath the patron name.

    I have 2 images attached that demonstrates…

    9 votes

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  5. 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

    9 votes

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  6. When you refresh the Offline installation in Leap it would be good to present the URL for Offline mode bookmarking again. The suggestion would be to show it in the pop-up toast message once the offline data is refreshed.

    There currently is not an easy way for staff to get to the Offline link again without deleting the offline files and setting it up again.

    9 votes

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  7. Include past bill information in the Item Record - paid and unpaid

    9 votes

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  8. I came across this report using a bar chart to reflect the Total Number of Items Added. Our staff would love the ability to create statistical reports and display them as bar, line, and or pie charts.

    9 votes

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  9. In Polaris, staff can group holds on different formats together for patrons if, for example, they don't care whether they get the DVD or Blu-ray, or the regular print or large print. This would be great patron service if they could do that themselves.

    9 votes

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  10. 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.

    9 votes

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  11. Currently, incoming requests are assigned from the INN-Reach central server to a specific copy in the catalog. If for some reason that item cannot be found or used, staff must undertake a lengthy multi-step process to transfer the item-level hold to another copy.

    Keeping the hold at the bib level and letting Polaris assign it to an item will reduce the time it takes to transfer INN-Reach holds between copies will save a lot of staff time in communicating and processing, and further will reduce delays in getting the request fulfilled and sent out.

    9 votes

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  12. Currently, there are two options for handling postal codes, which I like to term: “Wild West” and “In Lock Down”. The postal codes are collected and managed within the Postal Code table in Administration>Explorer>Database Tables. Staff functionality is governed by the permission Patron registration: Modify postal address fields.
    The Wild West option is to allow staff the permission to enter any address information provided by patrons, resulting in a table populated with a lot of incorrect city/town to postal code data. This way lies madness and continuous clean-up.

    On the other hand, removing the permission from staff logins, puts them…

    9 votes

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  13. I would like to be able to adjust auto-renewals at a Patron level in addition to the item level. This would help some of our patron's who may have difficulty understanding how renewals work. This may seem silly, but we have had some cognitively impaired patrons become severely confused and upset when they think they are "wasting renewal's". Being able to adjust these settings individually at the patron record portion would be extremely helpful. Excluding them from the auto-renewal notice is a band-aid, but this causes other confusing issues with the patrons as a result.

    9 votes

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  14. When you are in the Request Manager on Leap, it is possible to select multiple titles and then cancel them all at once - there is no additional confirmation.

    This bulk action can be hard to undo.

    It would be helpful to have a warning dialog box pop-up when staff are attempting this bulk action. Also labelling the "proceed" button as "Cancel Holds" would be helpful as an extra step to ensure that staff are taking the proper action.

    9 votes

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  15. Staff would like to see the availability of items displayed on the screen while placing a hold for patrons via the patron's account.

    9 votes

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  16. Currently, when the If patron is blocked: Block in PAC/SIP option under the Staff Client and PAC tab of the Hold Options parameter is enabled, patrons are only blocked from placing a request if they exceed the hold limits for their Patron Code.

    We would like for this blocking to also include the 2nd level fine amount, similar to how their request would be blocked in the staff client/Leap when the Block in Staff Client option is enabled.

    9 votes

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  17. Calls to a patron to notify them of books on hold can't be added to Polaris.

    It would be especially helpful if we could manually add notifications (even if we manually email a patron) and the appropriate reason/time into the notifications history. I've seen a "dated notes" suggestion here but don't feel these are the same.

    9 votes

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  18. Create step-by-step instructions and documentation for Polaris Inventory Manager; how to install it, set things up, using record sets, etc. There really is nothing available that we can share with our libraries; there is a webinar on inventory, but it does not really discuss install and set-up.
    The same documentation for inventory via check-in would also be greatly appreciated.

    9 votes

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  19. The API currently doesn't have a way to add a fee to a patron account. The use case where we'd want this is that we use a third party for online self-registration. They offer t he ability to differentiate between resident and non-resident accounts, but to use the non-resident option, we'd need to have a fee added when the account was created.

    9 votes

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  20. Idea Value:
    In Circulation Request Manager include the option to be able to export every ILL Request from every branch location at once. Libraries will benefit from having the export all ILL Requests option, being able to retrieve all ILLs at once, instead of having to select each branch individually and right-click to export each item.

    9 votes

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