707 results found
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Polaris integration with Kajeet
More and more libraries circulate mobile wifi hotspots to the public. Polaris and Polaris Leap do not currently integrate with Kajeet, which is one of the more popular wifi hotspot providers for schools and libraries. It would be beneficial to libraries using the Polaris ILS to be able to streamline the circulation process such that checking in/out a hotspot in Polaris also activated/deactivated the hotspot itself.
5 votes -
Default patron codes - Make Leap function like the Polaris Client
When a patron's registered branch is updated via Leap but their existing patron code is not available at the new branch, Leap assigns the first patron code alphabetically by default. The Polaris client, by contrast, applies the default patron code for the new registered branch. Please follow the patron registration default patron code for that location in Leap, as happens today in the Polaris client.
5 votes -
LEAP - Outreach Services - automatic print packing list during CKO
LEAP - Outreach Services: When processing held items in Outreach Services, items for a patron will deselect after checking out. This requires staff to go back and reselect the desired items to print a packing list.
The ability to turn packing lists on such that they print with CKO would be appreciated.
A prompt to "print packing list?" during CKO would also work.
5 votes -
Bulk update patron alert notes
We would like the patron alert note field added as a bulk change option. A use case would be adding the same note to all accounts with a given patron code (for example, adding a note to computer use only cards reminding staff not to check items out to them).
4 votes -
Managing holds
There should be a way for staff to edit a hold once it has been placed.
For example, a patron unknowingly places a hold on a bib record that only has one item attached to it. As staff it would be nice to simply be able to edit which bib record the hold is for instead of having to place a new hold entirely and either group them or leave two holds for the same item, different editions on a patron account.
Another example: We should be able to edit an existing hold request to either make it an item-level…
4 votes -
Add "You saved" to checkin receipts
We would like to see the "You Saved" amount message added to checkin receipts
4 votes -
Waive fines/fees during youth to adult transition process
Allow the option to waive fines/fees when youths are transitioned to adults in automatically in Polaris 8.0. We do not want to have the new adults be responsible for a balance that was charged to them as minors.
4 votes -
Separate permission for offline upload (Bookmobile) and patron import in Leap
Our consortium still uses the Polaris staff client for a couple of functions - primarily for offline circulation during upgrades and emergency outages (loss of internet or urgent server maintenance). For this reason, most senior circulation staff have to have the "Access patron import" permission as that controls access to the Bookmobile offline upload process. But we don't want all senior circulation staff to have the ability to import patron records - we want that to be limited to a very small group of staff who have been cleared to handle student data files (and have the approved secure file…
4 votes -
Add support for Preferred Borrowers that applies to checkouts as well as holds
In larger consortia, it's very impractical to have granular patron codes per library or branch. Our resident patron codes are shared by all the libraries, but this creates some problems for certain materials that libraries can't reasonably share. The Preferred Borrower hold limit can help with this, but it puts the control of circulating restricted materials on the staff. If a Preferred Borrower setting could apply to checkout of certain materials the way holds can be limited with Preferred Borrower settings, staff would not have to struggle with overrides or demanding patrons from the next town over.
4 votes -
POST and DELETE methods for Record Sets
Currently with PAPI there is the ability to GET the contents of a Record Set and PUT additional records into Record Sets. We would love the Record Set API to be fully built out with POST methods (to create new Record Sets) and a DELETE method (to delete an existing Record Set).
4 votes -
Configure Notification Options Based on Patron Attributes
Currently, notifications in Polaris can only be filtered by branch. For example, one branch can enable specific notifications and another can disable them. We would love the ability to apply more granular filtering to determine which patrons receive certain notifications.
A workflow for us is billing notifications. Our library policy exempts certain patrons from billing based on their Patron Code. Because Polaris does not currently allow notifications to be filtered by Patron Code, we must manually work around the existing workflow to align with our policy.
We would love the ability, within SA, to filter notifications by patron attributes such…4 votes -
Clarify Transaction History Display Behavior
When viewing a patron’s transaction history, selecting a transaction displays the related/paired transaction (e.g., waive vs. original charge). This behavior is working as designed but creates confusion because the displayed details do not match the selected row.
Current Behavior
• Staff select a transaction (e.g., a charge from 2/23/26) and select the history button.
• The system opens a detail view showing the associated transaction (e.g., the waive from 3/26/26).
• This makes it appear as though the system is pulling incorrect or reversed data.User Impact
• Causes confusion and lack of confidence in the accuracy of transaction records.…4 votes -
Provide export option for hold unclaimed from Picklist
This would enhance staff ability to isolate items requiring action, particularly when unscheduled closures impact hold until dates and for special programs that have different parameters.
4 votes -
Ability to Suppress Custom Data Fields
In Polaris System Administration, there is existing functionality to suppress UDF 1–5 in the Web App (Leap), which allow the fields to be written to, but prevents staff from viewing or editing them.
We would like to request that the same suppression functionality be extended to Patron Custom Data Fields. Currently, the only available option is to enable these fields, which simply turns them on or off. This lacks the flexibility we need.Adding suppression capability to Patron Custom Data Fields would greatly enhance our ability to manage sensitive or system-used data more effectively.
4 votes -
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 -
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 -
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 -
Have option to print Serial labels in all capitals
Have option to print Serial labels in all capitals
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
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