546 results found
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Expose web-based System Administration APIs
For larger library systems that need to continually create new staff members, being able to access the APIs would be a big time saver. That would allow, among other things, to automate that task.
3 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…
3 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.
3 votes -
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 -
Create Bibliographic Record Sets from Weeding Record Sets
Working with the weeding-type record set workflow in an attempt to streamline, we have found the absence of an option to create a Bib record set from the available actions takes us a rhetorical two steps back from before (when we weeded via item record sets). Once the items have been withdrawn, we now have to go through each withdrawn item's record to their respective bibs, to uncheck "Display in PAC". It would be nice to add a "Display in PAC" uncheck in the Weeding template creation - however, it would need an added function to alert staff of bibs…
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 -
When logging into Leap make the focus on the Continue button
When you are logging into Leap on a machine where you've already logged in, a cookie is set that pre-fills the Branch and workstation. However, you canNOT simply hit enter to continue through this screen because the focus is on the workstation drop down.
This is a request to make it focus on the Continue button when you've already logged in on this browser to make the login process more seamless.
2 votes -
Add Call Number to Item Information on Account Tab
Staff are requesting that the call number be added to items that are billed on the account tab in the patron page. Right now, the main item information is Barcode/Title/Organization [branch] so they have to click to the item to see the call number when they do a shelf check. Adding the call number to this page will help staff work more efficiently by skipping having to look it up on another page.
2 votes -
Give staff ID of duplicate user when staff account username or external ID matches one in the system
When you are adding an account or changing information on an account and the system detects a duplicate, it won't let you proceed. However, it won't give you any information on the conflict account.
It would be super helpful to have the conflicting ID shown in the popup message to make tracking down the other account easier.
Especially if the dup happens to be because of something weird like a space or non-printable character.
This seems to happen more as locations move to SSO and fill in their external ID field.
2 votes -
Enable Add from file to bib and item record sets in Polaris client
Polaris client allows staff to populate a patron record set from an xlsx or csv on the local machine. Please enable this capability for item and bib record sets as well.
2 votes -
Bulk edit serial status
Currently, when we need to edit a serial's status, it has to be done one at a time. We have multiple branches that all are scheduled to receive the same issue of a magazine. When the expected issue isn't published, due to a double or special issue instead, we have to edit each serial's status individually to "Never published". Adding serial specific fields where appropriate to bulk item edit would help this.
2 votes -
Provide alert when staffer selects a location different from that a workstation is associated with when logging into Leap.
Despite constant reminders, we have issues with substitute staff who cover at various locations logging in under the wrong branch. It would be great if Leap could have a pop up box, requiring confirmation to proceed, that alerts the staffer if the workstation they are logging in on is associated with a location other than the login branch.
2 votes -
Associate item info with collection agency charges
In our consortium, materials owned by any of our member libraries are shared for circulation by the other libraries. Only some of our libraries use a collection agency. When patrons pay for replacement of lost or damaged items, and any associated collection agency charges, we want to get that money to the library that owned the item. Sometimes we also need to confirm to a patron what the collection agency charge is related to.
Currently in SimplyReports' Patron Account reports, collection agency charges do not get associated with information from the items related to the charges. It would be handy…
2 votes -
Patron Import Process (LEAP) leveraging patron templates
The new patron import process will be a major improvement for handling student data, but it still requires significant data formatting before uploading through LEAP. It would be incredibly helpful if libraries could create their own templates to define how data is mapped to specific CSV columns, including logic for assigning patron codes or populating fields like UDFs. This kind of flexibility would greatly reduce the staff time needed to prepare files for import.
2 votes -
Staff choice in error report output from "add from" function
In playing around with Weeding-type record sets, we have noted the following: using the action "add from Item Record set" yields, as its error report output, a list of item-level control numbers.
If you "add from file", the error report output is item barcodes - a way of searching for items that comes a bit more intuitively to our desk staff.
It would save us a couple processing steps to avoid importing from files, so we would love to use the "add from item record set" feature - however, the control number output for problem items (those that are outside…
2 votes -
Integrate cloudLibrary with both Polaris and BiblioCommons
We recently began integrating Polaris with cloudLibrary in an effort to keep our collection more up-to-date and have patrons' Polaris accounts reflect their cloudLibrary borrowing. Unfortunately, our results have been inconsistent because while the Polaris/cloudLibrary connection works, there is not a fluid integration between Polaris, cloudLibrary, and BiblioCommons, where patrons are also able to check out cloudLibrary titles. We would like to see full integration between all three vendors so that transactions on any platform are properly communicated to the others.
2 votes -
Notes Alert on Polaris Client Checkout Window
We would like the notes icon on the patron Check Out – [patronID] - Normal – Polaris window to have the alert color change like you see on The Patron Status - [patronID] – General – Polaris window and other Patron record windows? We see that Leap has the color change of its Notes icon on its checkout page. Our landing window for opening a patron record is the Check Out – Normal – Polaris window and it would be helpful to have that notes icon change color like the other patron record windows.
2 votes -
System auto-capping late fees/fines
Our system does not currently have late fees on most of the collection. But for the collections we do, we have a max that we will charge in late fees for items returned on the same day per patron. It would be nice if we could set up for the system to automatically waive fees for overdue items that exceed that amount.
2 votes
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