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ILS - Polaris

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  1. Our libraries in our consortium are frustrated when items from other libraries arrive to fill holds for their patrons and their own copy is sitting on their shelves, making the process look rather inefficient.

    What I think might solve this is implementing SirsiDynix's "Trap hold with first item received" feature. Rather than try to explain it myself, I've quoted it from their website below:

    "Using the "Trap hold with first item received at pickup library" feature, the system can be configured to allow filling a library user's hold with the first holdable copy of an item received at the pickup…

    35 votes

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  2. In our consortium, libraries weed items based on their circulation almost exclusively, not based on how new or old they are or how many lifetime circs they had. The most important piece of information to them, the Last circ date, however, is missing from the weeding template criteria. We are aware that you can add dates to the power search for inclusion criteria, but those have to be specific dates, so they can't be reused as criteria several months or years later - you'd have to continue remaking the criteria with new dates each time, which isn't convenient or efficient.…

    34 votes

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  3. We would like there to be an option to add a note when declaring an item damaged from the patron account. Currently, there is no option to do that (see screenshot).

    34 votes

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  4. Libraries need a way to quickly alert communities to closures during an emergency across all PAC pages. A banner appears across all pages of the PAC and is easily edited. 

    34 votes

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  5. As a multi-branch system that floats some of our collections, we desperately need a way to set limits on the number of copies on shelf without giving up our ability to set limits on overall floating collection size. Currently in Polaris you must choose one limit or the other. Being able to spread copies throughout our system makes them more available for discovery and increases circulation.

    34 votes

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  6. Unless I'm doing something wrong, when I am in a PO and go into a PO LINE to check ISBN, discount or whatever, I hit save and go back and it takes me to the top of the PO. Some of my PO's are really big so I'd like to know how to just go back to the spot I was at before instead of the top.

    34 votes

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  7. In the patron registration form in LEAP there is a reading history checkbox. If the patron has a reading history, clearing the checkbox and saving the record deletes that reading history permanently, and there is no warning to staff about what clearing the checkbox actually does. On clearing the checkbox, please add a warning dialog that says, "This patron's reading history will be permanently deleted. Please confirm that you want to delete it." [OK][Cancel] with focus on Cancel. This way staff will have to confirm overtly that they want to delete patron data and will be less likely to make…

    34 votes

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  8. Option to automatically update circulation status of an item to "missing" if the item is not found on a picklist after a designated # of searches.

    33 votes

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  9. I would like to upload images for an item record. We are attempting to build our Library of Things and these items don't have photos tied to the item record.

    33 votes

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  10. Picklist is great - unless you are a large location that needs to distribute the list among several staff and do not have devices for everyone. Currently in staff client, we can sort multiple columns - example, by Collection then by call number within collection, then hide unwanted columns, print and distribute pages among multiple staff. You can only sort 1x in Leap and then there is a lot of white space, etc. which results in paper waste. It would be great to have the ability to fine sort, hide columns and headers when printing Picklist. Without that, staff will…

    33 votes

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  11. Create a way to convert an Item specific (not Volume specific) hold request to a First Available request. To often staff create a hold for a patron from the Item Find Tool and create the request for that specific item which usually delays the fulfillment of that request.

    33 votes

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  12. When using the "Reset Password" option on a patron's account, it would be very useful to have a checkbox option to display the password that is being typed instead of a series of dots. By obscuring the password when typing we have found that our staff may accidentally leave caps lock on or type something incorrect - they would like the option to see what they are typing in these fields. Once the password is set, we of course do not want the ability to view the password after the fact - leave it securely encrypted in the database. This…

    32 votes

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  13. Right now in the Polaris SIP environment, if you attempt to get patron information using a 63 message, but you put in the WRONG password, the patron accounts LAST ACTIVITY DATE will STILL be updated.

    We recently had a vendor that for some crazy reason, went through and was attempting a 63 message for all patron barcodes they had on file. This updated the last activity date for tens of thousands of patron accounts.

    Although I suppose there could be some arguments for this behavior, it should not be the default. By default if an account login FAILS, for any…

    32 votes

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  14. Polaris supports a preferred pickup branch for patrons. This request is to extend that support to allow the patron to set a preferred pickup area.

    Many patrons prefer to 100% always use a particular pickup area, for example outside lockers. So, they shouldn't have to select that area everytime they make a request.

    This would allow them to set their own preferred pickup area the way they can set a preferred pickup branch. This preferred pickup area should also be used when the staff bulk places a title on hold for a batch of patrons, again the same way the…

    32 votes

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  15. Currently, when we turn over weeding lists to staff to pull, they manually mark 'not on shelf - NOS' if they don't find the item. In order to make the new weeding list functional in LEAP, we need the weeding record sets to have the same sort of functionality as a PickList - a column where staff can either mark the item as 'Not Found' or "missing". Ideally the circulation status could be changed to missing at this point, removing the need to manually change these items in the system and remove them from the record set.

    Related to idea …

    32 votes

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  16. When sorting by a column, then choosing an item and hitting located, it resets the sort back to the default.

    This is not ideal at our larger locations who may be pulling dozens of items at a time.

    32 votes

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  17. Imagine the possibilities if we could automate the process of bulk changes to bib records as part of an import profile.

    Other ILS systems offer robust manipulation of bib records upon import, but this is missing from Polaris.

    By allowing bib bulk changes to be stored in templates, just like item bulk changes, we can streamline the process and save valuable time. Imagine having a set of predefined steps for importing bibs from specific sources or of certain record types. It would ensure consistency and accuracy, eliminating manual effort.

    1. Allow bib bulk changes to be stored in templates like item…
    32 votes

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  18. Our Cataloging staff frequently have to place item-level holds on multiple items from the same bib record when making updates to the collection. Currently in Leap, these holds display in the patron's account with only the title, format, and call number. From this information it is impossible to tell which specific items have been placed on hold. Including the barcode and the assigned branch of the item would make it easier to tell different item-level holds apart when the items all have the same title.

    32 votes

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  19. I'm repeatedly finding instances where a patron is missing their registration date. At first, I thought it was migrated data, but after updating those records, I discovered it happening over and over. Please prevent the registration date from being deleted.

    Idea Value
    We have some third-party applications that break if there isn't a registration date. Also, we use that date for statistics and to narrow down results.

    32 votes

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  20. When printing spine labels from an item record in the client, you can choose to print multiple of that same label. I would like to have that functionality in Leap. This will be helpful when processing multiple of the same item without having to send the label request for each individual item.

    31 votes

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