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ILS - Polaris

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616 results found

  1. In the client we are able to create multiple new item records at the same time and we would like this functionality in LEAP as well.

    54 votes

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  2. The ability to create keyboard shortcuts to insert (paste) pre-defined text. Prior to the advanced marc editor added in Polaris 7.6, our catalogers were able to use the program QuickPaste in which we had lines and lines of pre-defined text often used in creating bib records. This was a huge time saver and this no longer works with marc editor.

    Some examples of text we programmed are as follows:
    Ctrl+Alt+B – opens a list of pre-defined text which our catalogers could select from when creating book records.
    ‡atext‡btxt‡2rdacontent > inserted into the 336 field
    ‡avolume‡bnc‡2rdacarrier > inserted into the 338…

    54 votes

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  3. Summary:
    It would be extremely useful to have a “Show SQL” button available for both ad-hoc and saved reports in SimplyReports.

    Background and Problem:
    There are currently well-known workarounds that allow users to view or reconstruct the SQL generated by a report, but they’re tedious and time-consuming. These methods often involve extra steps like exporting report definitions, or having to view the page source after scary looking resubmission warnings. For users who need the SQL quickly, these barriers can be a significant slowdown.

    Proposed Solution:
    Add a “Show SQL” button directly in the report interface—both for ad-hoc reports and saved…

    53 votes

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  4. In item records, the shelf location drop-down menu only lists the shelf locations for the assigned branch or owning branch. However, the shelf location drop-down menu in the item bulk change work form lists the shelf locations for all libraries in the consortium. Many of these shelf locations are similar. It can make it easy to choose the wrong one by mistake. Here are some examples:

    “Graphic Novel” vs. “Graphic Novels”
    “Adult New DVD / Blu-ray” (with spaces) vs. “Adult New DVD/Blu-ray” (no spaces) vs. “Adult New DVDs/Blu-Rays.”

    The item bulk change workform should be updated so that the shelf…

    53 votes

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  5. It would be great to be able to edit or modify publication patterns as needed.

    Currently, we are only able to modify publication patterns IF no issues have been received. After that, the only way to change a publication pattern is to close the current one and open a new one.

    It would save staff time and effort if they could update a current pattern with necessary changes rather than being required to create a new one each time.

    53 votes

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  6. To be able to select multiply purchase order line segments and make a bulk change to a particular field, (eg. coll. code, fund code) Sometimes an error occurs in the import process and each line has to be populated manually. It would be amazing to be able to select an entire column and make the change.

    53 votes

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  7. Currently, when limiting a search to the material type "Book", electronic resources (eBooks) are displayed as well. It would be nice if the material type "Book" only produced physical book results.

    53 votes

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  8. At this time, the EAN is not being used to add the images from Syndetics to the PowerPAC or Vega. There are many products that have EANs instead of UPCs. Many libraries have been requesting that images be added for these products so that patrons can have an idea of what the item is before they check it out. We have asked Syndetics about it and they do have the images for these products. In fact, the images are appearing in Leap. Given that the images are available, the PowerPAC and Vega should have this capability. It will enhance the…

    52 votes

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  9. This undo function would provide the ability to separate two records that were accidentally combined so they go back to being attached to their original, individual POs, have their original items attached, and have their original hold lists attached.

    Example: If a regular print record and a large print record for a title with a list of holds on each were accidentally combined, catalogers would have to split the large print items out by creating a second record and move the appropriate “on order” items to that record. The newly created record wouldn’t be able to be linked back to…

    52 votes

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  10. Similar to the compare feature for bibliographic records, please implement a compare feature for authority records. This would be helpful when editing authority records in Leap.

    51 votes

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  11. The add from file feature in patron record sets should allow importing by patron barcode in addtion to patron ID.

    51 votes

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  12. We have had several library members ask why there are not capable of printing their reading history from their account in Polaris. It would be great if there was a print button at the top of their reading history. Can this be be added?

    Idea Value
    Very helpful for the elderly. They prefer a hard copy and/or have to wait for a family member to visit to show them their reading history.

    51 votes

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  13. In the staff client, we can set a default file for a particular import profile. When that import profile is used, the file is already selected and we don't have to search for it. We'd like this same thing in Leap, but currently aren't able to set a default file and have to search for it every time.

    Idea Value
    This would prevent having to search for the exact same file every time when importing. It would save time, is more efficient, and already works well in the staff client.

    50 votes

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  14. Currently, there is only one way to receive and invoice orders in Leap. This workflow consists of receiving the line item from the purchase order and copying it to the invoice. In the Client, staff have the option to use a more efficient process called Rapid Receipt. Rapid Receipt allows line items to be received and copied to the invoice at the same time. In our consortia, a significant amount of libraries use Rapid Receipt. They are concerned that it has not been added to Leap yet. Since Rapid Receipt is available in the Client, the same functionality should be…

    49 votes

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  15. Currently, there is no way in the UI to bulk change item templates. They need to be edited one at a time. It would be great if these could be bulk changed just like item records.

    48 votes

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  16. As libraries move away from using gateways to send text messages we would like to make the wireless carrier field optional.

    48 votes

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  17. Scenario:
    1. An item that has been trapped and is (most often) sent from another library to fill a hold for pickup at another branch.
    2. The Hold is put on the shelf for the customer at a branch.
    3. After X days, it shows up on the Unclaimed list.
    4. Staff go to the shelf to remove it, but it is not there.
    5. Staff check the system - the item has not been checked out by anyone (sometimes customer are confused and think a hold is actually already checked out to them a la picking up an online…

    48 votes

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  18. In the Polaris client the bibliographic keyword index does not include or link to terms found in the cross reference fields (4XX & 5XX) of authority records, essentially making these references useless during a keyword search. These additional terms within authority records should be indexed in the bib record index for better, accurate search results.

    The only way to access "SEE" references (4XX) during a bibliographic search is to choose a specific index (search by Author, for example) and change "type" to "Browse" rather than keyword, phrase, or exact match search.

    For example, the actor Aunjanue Ellis-Taylor's name authority heading…

    48 votes

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  19. 48 votes

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  20. In Leap relabel the current submit Close button to Receipt. Add an additional button next to it called Close that that would close the record check out the material but would not generate a paper receipt print dialog box etc.

    Idea Value
    This would save paper for those libraries that have suppressed the print dialog box in their browsers for Leap and patrons that did not want a paper receipt.

    48 votes

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