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ILS - Polaris

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  1. Currently cutting and pasting from OCLC Connexion Client into Polaris is cumbersome. Allow for complete fields and their delimiters to paste into Polaris seamlessly.

    27 votes

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  2. It would be nice if from the staff side in Polaris and LEAP we could select whether to notify the patron if an item they placed on hold gets cancelled. Sometimes we have to cancel holds for various reasons and LEAP is often faster in notifying the patron with no context when their request was cancelled which can cause confusion for the patron. Staff should get the option of whether a patron gets notified or not and if possible, if we could have the option to add a message to the cancel notification they get.
    Relatedly, patrons should get a…

    27 votes

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  3. Leap should include the ability to create or add to an item record from the check-in workform. Most of the functionality is already there in that items can be selected via checkboxes and all items can selected from the topmost checkbox. By adding the option to the Actions menu, circ staff could quickly roll items over into a record set for a variety of other uses.

    27 votes

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  4. Currently, when working through Picklist processing, items can be marked as "Located". While this is useful for in-library work flow to indicate that it has been found, it doesn't do anything to prevent another member library or branch location from filling the hold request when trapped at point of check-in. This causes problems in a multi-branch or larger consortia system where there is a higher chance of popular material being checked in throughout the day.

    Ideally, it would be great if marking an item as "Located" not only changed the status from the Picklist, but also prevented another item from…

    27 votes

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  5. We would like to be able to copy an existing branch when creating a new branch, since often our additions are branch locations of an existing library that will have almost the same exact settings.

    27 votes

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  6. Please allow libraries to limit online registrations by their selected geographic location (state, county, city, zip code, etc.). We have too many people signing up that are outside our location and then using the resources which eats up our budget thus robbing our true patrons from their share of the resources.

    We currently have to comb through the registrations and find the "out of area" one and manually delete them. Would be better to prevent them in the first place. Never goodwill to give and then have to take away.

    This will help Library staff and Library patrons.

    27 votes

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  7. An option added in the patron registration that turns on a "loan tracking" feature. When checking out books, if this feature is turned on, then when a barcode is scanned that the patron has already borrowed a message comes up to let the patron know they have already read this title.
    Would check at a bib level (so not just the actual item that is scanned, but any bib that item is associated with). Should be based on what is in the reading history of the account. Would need enhancement for serial issues, as the reading history currently only advises…

    26 votes

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  8. A request for an enhancement from our Homebound Services (Outreach) department: In Reading History, it would be beneficial to generate an alert (has had) from the Reading History when placing a hold, not during check out of the item. Presently, the current setting notifies staff at check out whether the patron has had the title already.

    26 votes

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  9. There are times when we could easily fix bib records via SQL but may run into issues where the index may no longer be valid and the updated bib records may not appear or be omitted in search results. Instead of requesting for a FULL database re-index, we could easily group the involved records into a Record Set and use Bulk Change with a "Miscellaneous" tab with the option "Re-index Bibliographic Records".

    26 votes

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  10. When conducting a PowerPAC search using the "limit by" feature to select one's home library and combining that with the "available now" facet, the implication is that only the items at one's home library will show up. That is not the case, as available items at all consortium libraries display in the results. Although it is possible to achieve the desired results by selecting the local library under the "assigned branch" facet, this is not very intuitive for library patrons.

    We would like to see the "available now" facet in PowerPAC split into two options for libraries in consortiums. One…

    26 votes

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  11. Provide aggregate circulation data and status by branch and item record. Previously this information was available on the Preview screen of the desktop client. Desired information by branch: Number of items, Number of holds, Year-to-date circulation, Previous year-to-date circulation, Lifetime circulation, Year-to-date in-house use, Previous year-to-date in-house use, Lifetime in-house use. Desired information by item: Assigned Branch, Collection, First available date, Year-to-date circulation, Previous year-to-date circulation, Lifetime circulation, Year-to-date in-house use, Previous year-to-date in-house use, Lifetime in-house use, Shelf location, Volume information, Current Circulation Status, Barcode, Last activity Date. This information should be sortable by any field.

    Idea Value
    These…

    26 votes

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  12. We are upgrading to 7.7 and have just decided to NOT turn on the new feature that suppresses non-blocking 'blocks' such as the 'patron has holds' popup block.

    Ellie K. submitted a related request here: https://ideas.iii.com/forums/951742-ils-polaris/suggestions/49700207-remove-pop-up-about-holds-on-shelf-when-checking-o to suppress the block if the first item being scanned for checkout is a hold from the current branch.

    We'd like to take this a step further and suggest the block appear when the check out workform is opened. This achieves the purpose of the block (triggering staff to alert the patron that holds are available) without even getting into whether the transaction that…

    25 votes

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  13. Add the ability to add a 006 or 007 field to records via bibliographic bulk change in Leap. Leap has the ability to edit existing fixed fields via bulk change and the staff client offers the ability to add a new 006 or 007 via bulk change, so this would be part of bringing Leap into parity with the staff client. Bib records that come in from OCLC often lack the exact fixed field coding requires to display the correct Type of Material in Polaris so the ability to add missing fields via bulk change in Leap will make cataloging…

    25 votes

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  14. We create large weeding record sets by pulling items from the shelves then scanning them into the record set. Additions to the set are always shown at the bottom of the list. This means the user needs to keep scrolling to the end of the list to be assured their scanned item did save to the list and if they want to query last scanned items.

    This request is simply to change the order in which the set is displayed on screen, with most recent additions added at the top of the list.

    25 votes

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  15. Currently, staff modifications to patron registration including card renewal do not update the Patron Last Activity Date (LAD). As more libraries move towards long or no expiration periods, LAD becomes even more important for patron database maintenance. We have seen cases in which patrons renew their card without any additional activity resulting in their record being purged during cleanup. Including renewal and/or extending the card expiration period in LAD will better allow libraries to track patron engagement.

    25 votes

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  16. When you create a search to then send to record set we would like option to go Back to Search. Sometimes we only grab part of the initial results into a record set and we would like to go back to the larger list to grab additional items to add into a completely different record set.

    Some lists are too long or we want them split up for multiple staff to manage and having these results in different record sets helps with that.

    24 votes

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  17. Please combine the items and the statistics on the bib record into one section so that we can see circ stats and item status without having to click multiple areas. We need this data to help us determine whether an item should be transferred from another branch, repaired, or replaced. Attached is how it looks in Staff Client, and it would be great if we could see this view in LEAP.

    24 votes

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  18. I don't know if this is already planned for a future version; I didn't see it on the current roadmap, though. It's really important for cataloguers that they be able to save a bib record without having to make a change first, particularly for provisional bib records. The only way to make a provisional record become final is to resave it, and currently, Leap requires you to make a change in any bib record before saving it. I know the duplicate detection without saving is now available, and that's a great feature - but allowing at least provisional bib records…

    24 votes

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  19. Support should be included so that when lost items are checking via automated materials handlers, they should be checked in and processed - bill waived and item status updated appropriately.

    24 votes

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  20. I have occasionally found multiple supplier records for a single supplier account, whether added by mistake or under multiple names (Thomas Klise and Crimson, for example). When these supplier records are accidental duplicates, I believe it would be helpful to have the ability to merge them (retaining all linked POs and invoices) to maintain one supplier record per account.

    24 votes

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