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ILS - Polaris

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ILS - Polaris Updated

Lost and Deleted Items

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More Robust Item Record Change History

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Make the INN-Reach Polaris pickup slip editable

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Add Abdo Publisher as an EDI vendor.

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  1. When I adjust the language string with StringID ECTEXTBARCODE_PLACEHOLDER it is changed in two places, one of which is a surprise to me:
    * The wording in the input field for the patron card number and
    * The label for item information on the "Items Out" screen.
    The latter needs to have a separate StringID to make the former work in any meaningful way.

    7 votes

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  2. Our patrons would like the ability to filter their Saved Title Lists by "available now" and "owning library", similar to search results in the catalog. This would enable them to walk into any library, look at their reading list, and see what is on the shelf now at a glance. Checking each title for availability and branch is tedious and time consuming.

    7 votes

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  3. Product Area: LEAP – Hold Request Screen

    Description:
    On the Hold Request screen, the “Satisfied By” tab displays a list of item barcodes and branches that could satisfy a hold. Currently, this list cannot be sorted or filtered, unlike many other list views in LEAP.

    When a title has a large number of copies, the list becomes difficult to review and troubleshoot. Staff must manually scan through all rows to determine which items are Held, Out, or otherwise unavailable, and to identify where those items are located.

    Requested Enhancement:
    Enable the same sorting and filtering functionality used in other LEAP…

    7 votes

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  4. When staff use the quick search box during busy times, the results come up empty. Sometimes they know they have the items and will wait to try again, but other times they assume no one owns the title and end up creating a duplicate record.

    When searching is affected by network performance, Leap should be handling that exception and displaying an error to the user. Blank results are a result and it is confusing people.

    7 votes

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  5. We have paid non-resident fees which get used for unique patron codes which last 1 year. If a customer is renewing their registration early, we give them a year from their expiration date so that they are not losing any of the time that they previously paid for. Perhaps a checkbox in the renewal dialog box to indicate that this is what we want to do, but also an option to have this automatically toggled for certain patron codes and an option to suppress its use when an account is fully expired.

    7 votes

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  6. Staff would love to be able the ability to use Shift + Click to select a range of hold requests in the Leap Patron record Holds view. This is an option in the Items out view (as well as in the Find tool and record sets) and it would be great it this could also be added into the patron Holds view.

    7 votes

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  7. When scanning materials into a weeding-type record set, the system throws (broadly) two types of toasts - yellow and red. The yellow toasts very helpfully specify in what exact manner the given item does not match weeding criteria filters. However, the red toasts (excluding "Barcode is invalid" and the indication an item is already in a weeding record set) do not specify in what exact manner the given item falls outside the inclusion criteria.

    For especially complex weeding criteria, this can make for one heck of a slog through the item record, and subsequently the attached bibliographic record, to identify…

    7 votes

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  8. The new(ish) bulk waive options in Leap are extremely useful, but library administrators often want to waive charges of a certain amount - usually "waive all charges of less than X dollars." The current interface, however, doesn't allow the user to specify an amount for the charge to be waived. This would be very useful and would avoid the need for creating a SQL statement to identify such charges. The scenario of waiving all charges greater than a given amount is less likely, but if you're adding the ability to specify a maximum, why not add the option for a…

    7 votes

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  9. We are removing overdue fines for our Children and Teen collections and wanted to enable auto-renew for the collection codes that are related to the Children and Teen collections, but realized auto-renew can only be enabled on an organizational level. It would be great if there was the ability to enable it on a collection level, especially for children's materials as, I'm sure we're all familiar, children are really bad at remembering to renew or return

    7 votes

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  10. When checking out a stack of items via RFID pad, LEAP will only display the held item's patron's name and barcode. It would be helpful to have the item's title and/or barcode, so we may capture the hold without going through each item individually.

    7 votes

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  11. This is somewhat of an add-on to other improvement requests to the multiple holds feature. We would like to have an option for bib-level multiple holds. We have noticed that when teachers or book club leaders are placing the multiple holds and assigned to an item-level hold, they might get routed to a member library that doesn't frequently check their requests. This is absolutely a training issue, but we do see this a lot with our K-12 school libraries. We would like to see an option to put them in the queue as a bib-level hold where they will get…

    7 votes

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  12. There are SOO many features and so much functionality in Leap, but sometimes it is hard to find them.

    Today, I was looking for the Patron Import feature in Leap 7.8, I couldn't find it. Turns out it is under Background Processing.

    This request to add a Feature Search to Polaris that is present across several websites and applications that allow you to search by typing part or all of a feature name and allows to you find that without having to dig through a bunch of Menus.

    7 votes

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  13. We would like an optional field for parent or guardian information in the registration form.

    We don't require parents to have library cards if they only want their children to have cards, and we have instances where only children can qualify for free cards (school district vs county lines). It would be great to include a parent name, DOB, and DL# in the child's registration without using fields that prompt duplication notices.

    7 votes

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  14. 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.

    7 votes

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  15. There is no hyphen in Branch SAN but Supplier SAN has a hyphen. This causes confusion for both the library and suppliers while setting up EDI for the very first time for new Polaris customers. It would be better if there was a consistency.

    7 votes

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  16. A recent change to PAPI allows for the retrieval of, and adding to, different types of records sets, including Patrons, Bibs, and Items. Adding to Patron and Bib records sets is straight forward because there are existing endpoints within PAPI that return BibRecordID and PatronRecordID numbers. This isn't the case with Item record sets because there a currently no endpoints that provide an item's RecordID. This enhancement would add the ItemRecordID to each row in the BibHoldingsGet response.

    7 votes

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  17. Currently there is no mechanism to limit the number of active Borrower by Mail requests a patron can have. It would be beneficial for all libraries to be able to limit the number of active BBM requests a patron can have in Polaris.

    7 votes

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  18. It would be helpful if the PatronRegistrationCreate endpoint was able to write to the Patron Custom Data Fields.

    7 votes

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  19. Some locations need to apply both a distributed tax and a header tax to invoices (in Canada a PST and a GST). Currently, Polaris adds the percentage from the distributed tax to the header tax, so the total is higher than it should be. Libraries can work around this by reducing the header amount by the percentage of the distributed amount, but this is a fiddly process and sometimes results in rounding errors.

    We would like to see Polaris parse the calculation of the header tax charge, so it no longer includes the distributed tax amount. Polaris should also round…

    7 votes

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  20. This currently defaults to "Display," and displays with that status in PAC. Display is a non-circing status that is actually used for items in our special collections, so we can't rename it to something like "In Repair."

    If system admin gave an option to set a default status when "Mark Unavailable" is selected from Missing Part Check In, it would streamline workflows as we wouldn't have to go back and change the status in the item record.

    7 votes

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