705 results found
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Make "Library Has" field manually editable.
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 -
Staff choice in error report output from "add from" function
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 -
Integrate cloudLibrary with both Polaris and BiblioCommons
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 -
Indication of a note for a specific issue on the Serial Check in card
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 -
Expand size and character limit of Reader Services note field
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 -
Ability to check in a routed serial with no barcode to be deleted in Leap
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 -
Fix Collection Agency Report
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 -
Limit loans on new items from a branch
I would like to be able to limit new items to be available only to a specific branch (Library at Home/ Outreach for example) but only for a specific time frame. We have this functionality for a library level, but not branch.
3 votes -
Append Hold Pickup Slip to Hold Slip
There are already some other ideas/requests for additional Hold Slip configurations and, while I fully support any additional receipt configuration, they're scope is pretty broad. Meanwhile, this is a pretty specific idea/request that I would hope could be implemented easily. The subject pretty much says it all, but we would like the ability to append the Hold Pickup Slip to the Hold Slip. Currently, it is only possible to append the Hold Pickup Slip to the Hold Call Slip (not a particularly distinct name...) which prints ALL of the patron's available holds. This can result in some VERY long receipts…
2 votes -
Non-blocking Note limit Increase
We have recently been coming up against an error when adding additional notes to the Non-blocking notes field. There is a current character limit of 4,000 characters that's not noted anywhere I could find on the help section. Can this character limit be updated, as there are many instances where notes need to be kept for historical purposes?
2 votes -
Powerpac in web PolarisAdmin - Include assign/remove button in Web part editor
In the web PolarisAdmin, provide a button in "Dashboards: Web part editor: User defined" to assign/remove the web part directly to web pages.
Subsequent idea: Provide an option to assign/remove a web part to all web pages.
Subsequent idea: Provide an option to mark web pages as favorites or frequently used so we can quickly add/remove the web part to a set of web pages. E.g., Apply the updated Closure Notice to default.aspx, login.aspx, patronaccount/default.aspx, patronaccount/itemsout.aspx, etc.Idea Value
Offering this button would streamline the process of adding/updating the web part and immediately assigning/removing the part to its relevant pages.…2 votes -
Allow filtering bib search by stat code
When doing a bibliographic record search, you can filter by Collection (which is only assigned at the item level) but not by Statistical Code (which is also only assigned on the item level).
It would be helpful to have the option to filter by stat code as well.
2 votes -
Allow linking to SRSS portal / Reports and Notices in Leap
where the stated solution is linking from Leap to the SRSS Portal, but per a support ticket we opened about getting that set up, this is not supported on our type of hosted plan. For this to be a solution that's workable, it needs to be available for all types of hosted plans.
2 votes -
Provide streamlined option for placing a group of customers on hold for the same group of titles
Our library has a program where we supply community members with books to read to classrooms. All readers receive the same set of 4-6 titles. While Polaris' function of placing everyone in a record set on hold for the same title helps, it would be great if, when the find tool pops up upon clicking Place Multiple Holds, you could change the database from Bibliographic to Record Set to simultaneously place all the customers in the patron record set on hold for all the titles in the bib record set.
With hundreds of readers across our 28 locations, having this…
2 votes -
Filter by Patron Selection Only in Outreach Services Utility
It would help speed things up if the way we can filter by Active and Inactive patrons for Outreach could also be done with the Patron Selection Only checkbox with something like a yes/no drop down. We could more easily focus on patrons that need the extra attention.
2 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.
2 votes -
When receiving items in ASN, check immediately if there's an invoice to generate
When receiving cartons in ASN, it would be nice if Polaris would check immediately if there's an invoice to generate instead of either a. going to the process EDI invoices work form to find and generate it manually, or b. waiting until the next day when the EDIAgent runs again.
2 votes -
Vendor-Profile SIP2 Due Date Formatting
In the i-tiva 3.0 dial-in process, there are menu navigation issues caused by a SIP2 Due Date (AH field) formatting issue. These issues cause the dial-in process to fail.
In SIP2 message 18 (Item Information), Polaris is currently returning the Due Date in the following format:
DD/MM/YYYY HH:MM:SS
Because the SIP2 standard does not define or enforce a required date format, i-tiva relies on vendor-compatible parsing. i-tiva has confirmed that this specific format is not parsed correctly and results in call-flow failures.
i-tiva supports the following date formats, any of which would resolve the issue:
• DD/MM/YYYY
• D-M-YY
•…2 votes -
Separate Renew buttons for Expiration Date and Address Check Date
The one Renew button that renews both the Expiration Date and Address Check Date at the same time is creating an issue for us when a patron has two different dates. Two separate Renew buttons might resolve this issue.
2 votes -
Limit pickup locations by patron code
Currently, we utilize a bookmobile and would love if we can limit that pickup location to our outreach patrons. This could easily be accomplished if we could limit locations based on patron codes.
2 votes
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