628 results found
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Simply Reports should run missed scheduled jobs
If there is an issue with a scheduled Simply Reports job, it must be rerun manually. This includes problems with the SQL Job Polaris scheduling executive. For example, if one report takes longer than 30 minutes to run, the scheduling executive won't allow another instance of that SQL job to start, causing reports to be missed. Additionally, reports can be missed if the server is offline for a variety of reasons including during upgrades. Simply Reports should check the last run date for the report and reschedule it if the elapsed time is greater than the scheduled interval.
6 votes -
Select which notices are sent to multiple e-mails
Currently, it seems that we can opt to have all e-mail notices sent to the primary e-mail on an account, or all e-mail notices sent to both the primary and alternative e-mails on the account. We would like to be able to choose at the notice level whether a notice is sent to the primary e-mail or to both. This would allow us to, for example, send billing notices to both e-mails, but receipts and renewal notices only to the primary e-mail.
6 votes -
Fill in Basic Search filter criteria based on Power search string
When using the find tool basic search, we can use filters to narrow down criteria. After applying the criteria, if we select power search, the power search string is automatically created based on the filters. We can then modify the power search as desired.
It would be very helpful if this could work in opposite way: that if we create a power search, but are wanting to then see the visual representation in the basic search filters, that we could move from power search to basic search with the criteria filled in in the filters.
6 votes -
Add Date to Dated Note in Search Results, Simply Reports, etc.
We'd like to see the date of dated notes be displayed on search results, in a record set, and also available as criteria in a Simply Report search. We'd like to use this tool for things like specific waiver expiration dates that do not coincide with patron expiration dates, among other things. By displaying the date in the search results we'll be able to quickly take a bulk action based on dates.
5 votes -
Include Hold Bulk Change in Background Processing
Polaris 8.1 introduced Bulk Changs within the Request Manager. However, when a bulk change is made, the only verification the user receives is a message that tells the user how many holds were changed. It would be beneficial (and would follow Polaris' bulk change practices) to include the results in the Background Processing function.
5 votes -
5 votes
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Cap on Claims Returns by Material Type and Patron Code
Library's will benefit by being able to restrict patrons who reached specific number limit of a material type claim returns/never had from being able to borrow additional material type of the same type.
5 votes -
Edit Items via API
Polaris APIs provide the ability to edit both Bibliographic records and Patron records via API. This is very useful for internal processes as well as third party processing.
5 votes -
Provide additional reporting options for In-House Use
In-house counts are very important for informing staffing and collection maintenance. It would be great to have more options around in-house beyond YTD and Lifetime counts. For example, it would be helpful to run reports on the amount of in-house use within a specified time frame in both item list and item count reports as well as the ability to run item statistical reports on in-house use.
5 votes -
Granular notice preferences
We recently had a patron complain about receiving 2nd hold notices and hold cancellation notices. Is it be possible to add these notices under "exclude from notices and reminders" in the patron account?
5 votes -
Ability to suppress patron codes at registration
Our system uses over 20 patron codes but less than half are used when first registering an account. We'd appreciate the ability to suppress some patron codes from the patron code dropdown menu in the NEW patron workform (but not when displaying an existing patron account that has already been saved and had a patron ID assigned). This would cut down on staff accidentally selecting the incorrect patron code when registering accounts.
5 votes -
Add Patron Name to item history
Make it easier for staff to quickly view the borrowing history of an item by including a column that shows the customer's name. Having to click on the PATRONID is meaningless to staff and an additional unnecessary click.
5 votes -
Allow multiple statistical classes to be assigned to patron records
Currently only one Statistical class can be assigned to the patron record. It would be helpful to allow multiple statistical classes to be assigned. Sometimes a patron can be registered while multiple programs occur, such as when a child is registered for a 0-5 campaign, and then later they may participate in another reading program. Both codes would be used to track each type of program. Currently, we have to use the notes field to do some tracking, and the notes field isn't as friendly since it is free text.
5 votes -
Implement EDI Claiming From Sierra/Millennium
We’ve long benefited from Sierra’s well-supported EDI claims functionality, which has enabled seamless communication and efficient claims processing with our library partners. However, we’ve observed that Polaris currently lacks equivalent support for sending claims via EDI in the same format.
Can you please port over the EDI Claiming Format From Sierra & Millennium to Polaris? This would make it easier for libraries migrating to Polaris from these products.
5 votes -
Improve usability of Collections and Mat Types fields when searching the PowerPAC
Specifically, in 7.7, in the options to display facets within the Administration Explorer: Dashboards: Narrow Your Search & Related Searches, allow the opportunity to display the checkboxes for the Collection Codes and/or Mat Type for an improved patron experience.
Many of our patrons prefer the PowerPAC experience (over Vega Discover Premium), and they would like to search within our specific collections. When they use the "More Search Options" feature, the viewable area per section is only four items, and scrolling is challenging. Depending on the screen size and text/accessibility settings, one facet could use a significant portion of the screen,…5 votes -
Provide Payment Type Edit option after submission
When we apply customer payments in Polaris, staff select payment type from a customer (cash/check/CC). Payment type is recorded in payment reports to reconcile our credit card statements each month. Sometimes a person will mistakenly record a payment as cash when it should have been CC. Once recorded, a mistakenly selected payment type cannot be corrected in Polaris. It would save significant time if an edit/correction option was available.
5 votes -
Parent/responsible party information in registration
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.
5 votes -
Putting hindered holds more prominent so all holds get processed in a timely manner
There are lots of things that can go wrong with holds fulfillment. From things remaining too long in the RTF, to holds that were item specific, and now the item record has been deleted, holds on bibs where all items are restricted from filling bibs, holds where the item has been shipped months ago, holds where the volume-level hold information is incorrect.
While there are reports that some libraries run for this, those are not "front and center" in most workflows for ALL libraries to be aware of them and be taking action to handle them.
About the best solution…
5 votes -
Search Sorting
As we move libraries away from the client to Leap, they are finding a few things that are missing that made their lives easier. One is to be able to choose how a search is sorted prior to the search happening.
5 votes -
Ability to input OCLC number directly into hold to be converted to ILL
When inputting information for an ILL request for a patron, our ILL clerk would like there to be a field where she can input the OCLC number of the item she is wanting directly into the hold request. That way when she exports the request, it will directly sync with the item she wants, without having to use ISBN.
5 votes
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