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  1. I would like to see a history of all holds on a bib record kept with the date of activation, not just those that were cancelled. I use this information to adjust how many copies of popular authors to pre-buy by looking at how many holds were placed on an author's previous released title(s) prior to release date.

    4 votes

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  2. We have a Bookmobile service that is setup as it's own branch as well as a holds pickup location. With the limited capacity of this "pickup location", we are trying to restrict the material type loan limit block by location instead of by branch association.

    It would help to have some sort of Policy Table that does Material Type Loan Limit by Branch Pickup Location.

    Idea Value
    This would filter out items that cannot be picked up on the Bookmobile Branch to stop patrons from placing the hold and avoiding staff to have to manually cancel the hold and follow…

    4 votes

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  3. It would be handy to be able to re-arrange records listed in the Workform Tracker. Sometimes I'm using a few records for some activity, and it can be confusing to keep track of them (especially since hold queues, hold records, items and bibs can have the same name, even if the icons used are different). The ability to change their order would allow some flexibility, such as allowing a user to place a hold record with the patron record they "belong" with.

    4 votes

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  4. 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…

    4 votes

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  5. We use ChargeBalance, StatisticalClassID and BirthDate with 3rd party vendors to verify if our patrons are eligible to use licensed resources. Currently if I have a 3rd party vendor use PAPI to auth our patrons I would have to have them use PatronBasicDataGet to access this data which also returns personal information I do not want them to have access too. If ChargeBalance, StatisticalClassID and BirthDate were added to PatronValidate then the 3rg party vendors would not have unnecessary access to the full patron record. It may also be beneficial to include the UDF fields, Patron Name and email address…

    4 votes

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  6. In a PAPI response, include the field "CollectionExempt" found in the PatronRegistration record. Likely PAPI candidate is the PatronBasicDataGet response.

    4 votes

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  7. Allowing staff to select different sounds when checking items in and out would be a great benefit. For example, when checking an item in and there is a hold, a different sound would help alert the staff, or when a patron's library card is scanned for checkout, a custom-selected warning sound would play. At busy times, it is easy to just go with flow because all the sounds are the same.

    3 votes

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  8. Could the hold position be refined so that a patron from Library A can see their position in line specifically for their home library’s copies? Leap already supports this—when the holds queue is filtered by the patron’s library, it correctly shows the local position.

    For example, The Correspondent currently has 426 holds across the consortium. When I place a hold, Vega shows my position as No. 427 (see screenshot 1). However, my home library has several copies, and in Leap my local position is No. 11 (see screenshot 2).

    It would be much clearer for patrons if Vega displayed their…

    3 votes

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  9. We would like to put in a reason for discarding items. Records are being challenged in court and they want reasons for weeding each item.

    3 votes

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  10. The "Number of days past first available" setting was developed specifically for the issue where libraries would like the new item's hold requests to be limited to only patrons registered at the item’s assigned branch and other branches associated with the same parent library for a specified number of days. We would like to try this workflow, however, it won't work in our system as all of our branches are under the same library organization.

    3 votes

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  11. We use both the barcode field and username field interchangeably for patron access at our express checkout units. Currently, the unit only recognizes barcodes when they are scanned from the barcode field. We need the system to also recognize and process barcodes stored in the username field when scanned.
    For example, our school students have their student IDs stored as their primary barcode in Polaris, with their former library barcodes stored in the username field. When students attempt to use their RHPL cards, the barcode currently only works if they manually type it in. We would like these cards to…

    3 votes

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  12. When changing settings, it is critical to make sure you're changing them in the right place.

    The /PolarisAdmin should also pick up the color coding and client alerts. Currently, the /PolarisAdmin does NOT pickup the client color changes or wording, which means you need to do extra work to make sure you are changing the settings in the proper system.

    3 votes

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  13. When our library transitioned from Sierra to Polaris, our Sierra serial check-in cards could not be transitioned. We have several serials that go back decades. In order to make the "Library Has" field display correctly in Vega, I currently create a publication pattern that begins with the earliest issue. I can then either extrapolate check-in boxes and check in every single back issue (which is a huge pain in Leap, because issues can only be checked in one at a time), or I can skip to the most recent issue received after the transition. This works well in Vega, but…

    3 votes

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  14. 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…

    3 votes

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  15. 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.

    3 votes

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  16. When looking at the Serial Check in card, it would be helpful to have some sort of indication that a note has been added to a specific issue.

    3 votes

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  17. 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

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  18. 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

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  19. 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

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  20. The Collection Agency Report currently includes a field for RtrndMaterial.

    Apparently whoever designed the report defined this field as "Value of material returned. (RetndMaterial)...The value is the sum of all replacement charges for lost or billed items that were originally charged by the reporting organization and that have been waived."

    In other words, if your staff waives replacement charges, that gets reported to the Collection Agency as returned material, even though no material was returned and the library has gained nothing. This paints an unrealistic picture of the results of your collection efforts and allows the collection agency to suggest…

    3 votes

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