657 results found
-
Ability to bulk update the expiration date to a relative date
Most of our libraries have changed their expiration date to 2 years. For new patrons this is fine, but for most existing patrons, their expiration date will still expire within the original 1 year expiration period. It would be helpful to be able to bulk update patron's expiration date, for a particular branch to a relative date. For example, 2 years from the date of registration.
4 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.
4 votes -
Options for patrons to customize image/detail display
Provide options to allow patrons to toggle showing images/details for a simpler view within the PowerPAC. Ideally, this would be available regardless of login status.
E.g., "Show images" and "Show details" in the search screens (simplified to title, author as well as the buttons on the right for Availability, Full Display, Place Request, Add to My List )
"Show images" in the checkouts, lists, saved searches and reading history screens.We've had a few patrons request a more simplified view of the PowerPAC (which we call the basic catalog, opposite our Vega Discover catalog) with less information and images to…
4 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,…4 votes -
Add a permission to allow/prevent staff member override a hold and check out a Held item to a different patrony
Currently, Polaris allows all staff members to override a hold and check out a Held item to a different patron. We need a System Administrator (SA) permission to control this functionality. Our preference is to prevent staff from overriding holds, ensuring items are always checked out to the requesting patron.
4 votes -
Add an Invoice Status of 'Ready to pay'
Add an Invoice Status of 'Ready to pay' or 'All items received' in the Find Tool - Invoice - search filter. This will allow EDI invoices to be filtered to ones where all items have been 'received' and make the invoices ready to 'pay' easier to find
4 votes -
INN-Reach Check In of transferred items
When using the INN-Reach Check In option in Polaris we would like it to display where the item is being transferred to. This can be done with a pop up display to acknowledge the transfer location or displaying it on the check in log after check in happens.
Currently staff notice status went to transferred and need to open up the request to see where the patron chose to switch their request to.
We know we can have Polaris print the ILL transit slip but we prefer not to waste the paper to basically quickly see where to send it.
4 votes -
INN-Reach Returning Transit Receipts
We would like to request that transit slips print for INN-Reach items that have been borrowed by our patrons and need to be returned. When these items are checked in, no transit slips print for us to easily return them to the lending libraries. We came from Sierra, where this was standard. Adding the return transit receipt would streamline our workload back to what it was before migration as we won't have to look up these codes manually. It will also help staff recognize that the returned item is not ours and needs to go back to another library.
4 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.
4 votes -
More granular permissions for patron registration workform
We would like to be able to limit who can change the Expiration Date and Address Check Date in the patron registration workform. Off the two, Address Check Date is most important as this is what we use to make sure patrons are updating their information regularly.
These are configured in SA and are set system wide yet staff continue to change them.
If I remove the 'Patron registration: Modify permission' for member library staff, they won't be able to change other fields.
4 votes -
Add a transmission method of 'E-Mail' to invoice creation
Add a Transmission Method of 'E-Mail' when creating an invoice. The current options are Paper, Fax, and Electronic. Many vendors now send invoices by E-Mail, not the US Postal Service. Invoices created by EDI transmissions are tagged as 'Electronic' as they should be, even if the vendor emails the invoice to us. What I would like to do is be able to identify an invoice that was emailed to us by a non-EDI vendor. I know it's technically a paper invoice once I print it; but it was received by email and should be identified as such.
4 votes -
Provide a 'plain text' email option in PACREG application
Currently, there's no option in the PACREG application to allow patrons to choose to receive email notifications in plain text - but that option does exist in the new patron application on the staff side. Libraries using the PAC registration feature would like to have that included in the PACREG form.
4 votes -
Ability to remove parentheses from Chronology when Enumeration not used
In Serial Holdings Records, an option not to include parentheses around the date (chronology) when no enumeration pattern is being used would be helpful.
4 votes -
Collapse Name on Identification Fields
Staff have suggested that the Name on Identification area of the Leap registration form be collapsable, so that it will only be accessed if absolutely necessary. This measure would be an extra step in ensuring a patron's privacy, if a staff member accessing the record doesn't need that particular information.
4 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…
4 votes -
Leap patron search options expanded
Expand upon Leap Patron search by 'Notification Option', and 'Wireless Carrier'.
4 votes -
Collection Agency Reporting by Item Library - Only block patron once
Collection Agency Set Up: Can we add the ability to filter out patrons who already have a collection block when we send by item library? Due to financial reporting requirements, we have to send by item library but find many of our patrons end up with more than one collection block which we then need to remove.
4 votes -
Prevent update of patron code for patrons in collection (Susan Millwater)
Since you can exclude patron codes that are submitted to collections, you shouldn't be allowed to update the patron code for a patron in collection. We've found that any updates to fines and fees will not be sent to collection management (UMS) and the collection block will not be removed for a patron in collection if they now have a patron code that is excluded from collection.
4 votes -
Return to full list function for delivery routes in Outreach Services Manager
When we first go to the Outreach Services Manager, we see the full list of patrons for all delivery routes. We have the option to select a single delivery route and its associated patrons; however, there does not seem to be a way to return to the full list. Our current only option is to close the OSM and start again.
It would be useful to have a "none" option at the top of the list, or to have the ability to deselect an item (without having to select another item).
4 votes -
Provide method to recover info associated with a cleared INN-Reach request
It would be great if there was a way to at least see which library an accidentally cancelled INN-Reach item was going out to. Occasionally, staff inadvertently click No to keeping an INN-Reach customer on hold for an item instead of clicking Yes. This happened today during request list clean up away from the physical item. We'd like to contact the requesting library so they can replace the hold for their customer but, with the request completely gone,we cannot access that info. In a perfect world, you could click on hold transaction in the item history and see that info,…
4 votes
- Don't see your idea?