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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. We were told that in order to activate volume level requests in the PAC and in Vega, we would have to turn off the ability for item level requests to be placed, since it's an either or setting (see attached). However, we need to be able to offer our patrons both options. In the case of volume level requests, we can't have patrons getting a random volume that they might not even want when they place a title level hold. Since we also have patrons that use item level requesting, we can't just turn that off in favor of volume…

    10 votes

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  2. 10 votes

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  3. There should be a way for staff to edit a hold once it has been placed.

    For example, a patron unknowingly places a hold on a bib record that only has one item attached to it. As staff it would be nice to simply be able to edit which bib record the hold is for instead of having to place a new hold entirely and either group them or leave two holds for the same item, different editions on a patron account.

    Another example: We should be able to edit an existing hold request to either make it an item-level…

    9 votes

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  4. When using Leap to process carts of new items, we need to both reassign items to different branches and print hold slips in the order the items are scanned. Currently, neither workflow works as needed. Saving an item record set causes Leap to reorder the records by title, and exporting the record set reorders them by control number. In addition, when an Excel file is used for Bulk Check In, Leap prints the hold slips in control-number order rather than scan order. This makes it very difficult to match the printed slips to the physical items on the cart.

    The…

    9 votes

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  5. For floating collections items, enable LEAP to check the load limit and send away the item if the limit has been reached when checking in ANY floating collections item at ANY floating-enabled branch, even when the item in question is currently assigned to the branch where the item is being checked in. Not doing this for items being checked in at their currently assigned location leads to the need for manual rebalancing to keep collections from overflowing at a particular location. The load limits and automatic rebalancing should work for all floating item and location combos.

    9 votes

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  6. In the Polaris Toolbar, when handling serial issue records, there was a direct action (called "Create Item Record") that would create an item record from a serial issue record. This is helpful for our staff for copying over enumeration and designation information.

    That same action is not present in Leap. Our staff would appreciate having this feature in Leap.

    9 votes

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  7. Supplier Templates are not available to choose from in the Bulk-Add to New PO screen. It would be helpful to have that drop-down menu available to us, like it is in the client app, and like it is for creating a New Purchase Order manually.

    9 votes

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  8. QZ Direct to Print has helped streamline slip printing in Leap but one annoying dialog we didn't have to deal with in the staff client remains. During an RFID operation, if Leap is asked to print a receipt, RFID processing is paused (suspended) to allow the receipt to be printed. A pop up message appears to allow the user to continue RFID processing of any remaining items once the receipt is printed. There is currently no way to suppress this message.

    9 votes

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  9. We have recently been coming up against an error when adding additional notes to the Non-blocking notes field. There is a current character limit of 4,000 characters that's not noted anywhere I could find on the help section. Can this character limit be updated, as there are many instances where notes need to be kept for historical purposes?

    9 votes

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  10. With the new option to update patron codes based on age criteria (which we're excited about!), it would be useful to be able to send notices to patrons whose account type was auto-updated and/or to pull a report we could use for sending out messaging to the impacted patrons in our newsletter platform.

    9 votes

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  11. As of Polaris 8.0, PAPI supports creating new Patron Blocks but does not provide a method to delete them. For internal automation and vendor workflows, the ability to programmatically remove Patron Blocks is essential. Adding a delete method will reduce the need for manual intervention.

    9 votes

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  12. Add the ability to customize what fields are "copied" when clicking on the Copy button in a patron record. Or as an alternative, create custom patron templates that can be selected both when copying a record and creating a new record.

    For Example: Our Staff use the Copy function most often with registering multiple members in the same family. Rarely is the information in the Profile View the same (Name, Patron Code, Birth Date, etc.) and if staff aren't careful they could forget to change these fields - fields that are reflected in the various system tables.

    9 votes

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  13. 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).

    9 votes

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  14. 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.

    9 votes

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  15. 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.

    9 votes

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  16. Reset Claim Count is currently all or nothing. We need the ability to reduce the claim count incrementally. This would help in situations where we actually find a bona fide claim return on our shelf for a customer who otherwise has a pattern of making false claims. We want to be able to clear that incident from the claim count without having to reset to zero.

    9 votes

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  17. 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…

    9 votes

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  18. Have the HOLD (patron request) list alert during an ASN receiving stay open until user closes it. Many times it disappears before we can pull the items from the shipment.

    9 votes

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  19. We have some serials that only have one level of enumeration, that resets annually (i.e. no. 1 is published in January and no. 12 is published in December and there is no volume number). It would be nice to have option to set the number of units and the continuity at this level.

    9 votes

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  20. 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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