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ILS - Polaris

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  1. We would like the option to link invoices together in Leap like we can in the client. We use this feature to keep track of credit memos by linking the credit memo to the original invoice.

    8 votes

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  2. 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.

    8 votes

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  3. 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.

    8 votes

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  4. Our libraries have mentioned that when staff places multiple holds on different formats of a title and then groups these holds for a patron, the loveliest conscientious patrons will go in and delete the additional holds, thus defeating the staff's intention, which was to create multiple grouped holds in order to expedite the filling of the hold. It would be helpful if there was an option to prevent removing holds when they're in a group.

    8 votes

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  5. The ability to schedule holds or checkouts in advance would be a valuable feature for both libraries and patrons. Many libraries offer a variety of items beyond traditional books, such as computers, StoryWalk kits, activity kits, technology kits, and other specialty collections, that patrons may need to access on a specific date or for a particular event.

    Allowing patrons or staff to schedule a hold or checkout for a designated day would help ensure that high-demand or event-based materials are available exactly when needed. For example, educators, community organizations, and families often plan programs, classroom activities, or events well in…

    8 votes

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  6. Allow the 650 & 655 tags to be sorted alphabetically. When bringing in older MARC records there can be masses of duplicated headings. The ability to sort them alphabetically would make deleting them much easier.

    8 votes

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  7. In Sirsi, there was a quick option to post holdings to OCLC (for ILL holdings). In Polaris, we have to use OCLC Connexion and post the holding there for each item that is not automatic (like items from Ingram). This is not ideal, as it takes more steps to log into Connexion and find a good record (when we are already locating the record once from a remote database when we add the record in LEAP). It would be nice if there was an option to click to post the holding while cleaning up the record.

    8 votes

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  8. The Circ Date in the item record workform (Circulation tab) is confusing. When an item is currently checked out, the circ date shows the date of the current checkout rather than the previous patron’s checkout date. This is confusing because it appears under “Last Use,” alongside the last borrower and branch information (see attached photo). It would be clearer if this field were labeled more explicitly or moved to a different area, perhaps below the Current Borrower (see attached mock-up).

    8 votes

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  9. We would like to put in a reason for discarding items. Records are being challenged in court and they want reasons for weeding each item.

    8 votes

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  10. Label printing can be a limited function in a large library system, using specialized printers to perform the task. Consistency is also important in the spine label. By being able to control access to this utility, it will ensure a better spine label product across a library system.

    8 votes

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  11. When using the Leap filter we would like to have option to select 'not equal to / <>' when dealing with shelf location filter.

    We usually use things like collection and call number of what items to include when doing inventory. We would like to exclude items that are located on certain shelves. As we start putting more items into a Display shelf location we dont want to sweep any of those items up into our search.

    8 votes

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  12. Currently Item Ad Hoc Bulk Change is only available on mouse right-click. Please add a toolbar button and/or a keystroke shortcut.

    8 votes

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  13. 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.

    8 votes

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  14. Current Situation:
    We currently have an unwieldy number of Patron Codes, which we aim to streamline by shifting toward greater use of Patron Statistical Classes. This is possible because many of our existing Patron Codes have minimal or no functional differences. However, Patron Statistical Classes are not currently displayed within Leap’s Patron Info (‘I’ button) panel, requiring extra steps for staff who frequently need quick access to this detail regardless of which patron registration view they are currently in.

    Suggested Enhancement:
    Add the Patron Statistical Code directly below the Patron Code within the Leap patron information (‘I’) panel. This would…

    8 votes

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  15. The ability to link a supplier to use a specific fund so that the header charge gets applied to that fund instead of having to select one generic fund for all header charges.

    8 votes

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  16. My staff mentioned that they would like it if we are renewing a patron account, we could have the option to renew all accounts it has an association with at the same time. Ex: If Jane Doe comes into renew, we can have the option with the click of a button to automatically renew John, Jim and Jill Doe's accounts as well. That way all members of a family can be updated at the same time more easily.

    8 votes

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  17. Bookmobiles move around. When customers get the holds notice, the address listed on the notice is usually the bookmobile home address. The customer shows up only to find that the bookmobile isn't home. We have pickup locations for the customer to choose from in the PAC, but they do not have addresses assigned to them. If they did, we would want that address to be used on the holds notice. Can this be a LX starter and/or Polaris enhancement for Bookmobile.

    8 votes

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  18. It would be wonderful to be able to customize keyboard shortcuts per user.

    I don't typically use 90% of Polaris features, and the other 10% I use very frequently, and most of those features don't have any hotkeys associated with them.

    8 votes

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  19. A way to provide additional toasts in Leap when receiving items would be useful for particular alerts about items. This would be especially useful for processing notes when items are received.

    8 votes

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  20. In our previous ILS, we had the ability for renewals to have a different renewal length compared to check out length. For example- books checked out for 28 days but renewals were 14 days.

    8 votes

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