707 results found
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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…
4 votes -
Expose web-based System Administration APIs
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.
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 -
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…
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 -
patron alert
With the roll-out of patron alerts in the registration, it would be nice for staff to be able to acknowledge and disable a note without having to go back into the patron registration to uncheck that box and then have to delete the text. When we get that pop-up that there's an alert there should be the ok option that we currently have which would keep the alert active, but also an option that's worded something like "acknowledge and dismiss" so the alert is no longer active. This would allow more ease of use for staff and that way we…
3 votes -
Customize Order of Holds in Polaris ExpressCheck
Holds are currently listed by date with the holds ready for pick up grouped at the bottom. We would like to customize how the holds are sorted with the holds ready for pick up listed on top.
3 votes -
Powerpac in web PolarisAdmin - Individual collapse/expand settings for web parts
Currently there is a universal expanded/collapsed setting for the web parts. Providing individual settings would ensure patrons can immediatley view contents for key information.
E.g., Closure Notices and special events might be expanded by default as they include timely information while the other web parts (What's my PIN?, Add/edit Username, Suggest a Purchase) might be collapsed by default.
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…
3 votes -
Option to apply Registration fee waivers to transacting branch
Currently if a registration fee is charged or waived, it is applied to the patron's registered branch. I would like the option to have those listed under the transacting branch. For us this helps with accountability when running waive reports for cash reconciliation.
3 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.
3 votes -
Ability to limit the "Number of days past first available" setting to the branch level only.
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 -
Express Check: Enable Barcode Scanning from Username Field
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 -
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.
3 votes -
INN-Reach Check In transfers in Polaris
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.
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.
3 votes -
Integration with Student Integration Systems, like Skyward and TeacherEase
It would be helpful if Polaris could integrate with Skyward and TeacherEase Student Integration Systems. We currently provide service for a number of K-12 schools and it would be helpful if fines/fees could be transferred to the primary system a school uses.
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
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