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ILS - Polaris

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ILS - Polaris Updated

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Reporting & Analytics UNDER REVIEW

ILS - Polaris Updated

Automatic processing for item record details

Circulation, Access Services & Fulfillment UNDER REVIEW

ILS - Polaris Updated

Patron block pop up

Circulation, Access Services & Fulfillment UNDER REVIEW

ILS - Polaris Updated

Holds that can't be filled

Circulation, Access Services & Fulfillment UNDER REVIEW

ILS - Polaris Updated

Volume-Level Holds for Blank Volume Field

Circulation, Access Services & Fulfillment UNDER REVIEW

ILS - Polaris Updated

Live Preview Within Bibliographic Record Sets

Cataloging & Metadata Management UNDER REVIEW

ILS - Polaris Updated

Vendor integration

Customer Relationship & Account Management UNDER REVIEW

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  1. 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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  2. Adding the ability to add / update the Polaris username field as an alternative barcode for students/patrons would be hugely beneficial in the import process. This would allow us to have a student ID as a barcode and a former library barcode for patrons to use at the expresscheck.

    12 votes

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  3. 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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  4. 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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  5. 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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  6. 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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  7. 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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  8. 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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  9. It would be helpful to have automatic renewals separate from all renewals when running circulation statistical reports at the patron stat class and item collection code level.

    11 votes

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  10. It would be helpful to be able to select all permission groups in a staff account and delete from PolarisSA. This exists in the client. When a staff member changes positions, we copy the new set of permission groups from an existing account, but first we delete all their existing permissions in case they have something they will no longer need. In PolarisSA, this requires deleting each permission group individually.

    11 votes

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  11. 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…

    11 votes

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  12. 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.

    11 votes

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  13. 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.

    11 votes

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  14. We would like Polaris Leap to generate a default password/PIN for new patron records that can be turned on or off. We would prefer if one of the options for default passwords/PINs be 6-digit birthdate MMDDYY. Patrons can update their password/PIN in Vega if they want to. It would also be great if resetting the password/PIN resets it to the default.

    11 votes

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  15. 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.

    11 votes

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  16. 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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  17. 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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  18. 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.

    11 votes

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  19. 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.

  20. Held Item pop-up:

    Please have this pop-up appear UPON account OPENING (vs after an item is checked out) THX!

    11 votes

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