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ILS - Polaris

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  1. One of the key hold ups to staff embracing Leap over the staff client at our library is the need to click continue or press the enter key to generate a hold slip for EVERY item triggering a hold in bulk check in. We are a large, RFID library and these added key strokes required for processing pulled requests and book drop are a primary complaint and Leap adoption deterrent for our staff.

    29 votes

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  2. Adding a icon/button within the Patron Status "Items Out" view which would send an email to the email address on file for the patron which lists all items currently checked out and their due date.

    Idea Value
    There is already a print icon/button on the Patron Status "Items Out" view which can be used to print the list of items out and their due date. Adding an email icon/button would allow patrons to receive this list easily via email when they come to the desk and ask staff for a list of the items checked out.

    29 votes

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  3. 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…

    28 votes

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  4. Currently, the only option for importing a file with bibliographic data into a record set in Leap is by ISBN. It would be helpful for staff to have the option to be able to use UPC as well, as ISBN restricts this to just books and audiobooks. This leaves out DVDs and Blu-rays, as well as other non-book/audiobook material such as a Library of Things.

    28 votes

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  5. Sometimes libraries leave a consortium. Sometimes a branch is closed or merged into another branch. And after the Polaris ILS Admin takes care of clearing out all the bib, item, and patron data... the branches and libraries remain in System Administration.

    Just sitting there and doing nothing.

    I know it's a huge pain to remove a branch or library from Polaris and I know there's likely an extra cost to it because it's such an involved process.

    So add the ability to hide them instead.

    That way, when a library leaves the system, you're not wading through the settings and…

    28 votes

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  6. Currently staff can either edit/modify bib records or they can't. Greater granularity in what edits can be allowed would help distribute the work of maintaining bib records.

    For example, if acquisitions staff could be allowed to add additional ISBNs or UPCs to existing bibs, it would free up cataloguing staff from this simple task without opening bib editing completely to a large number of people.

    In a larger library system, especially a consortium with a shared catalogue, this could be a big time-saver to both acq and cat staff.

    28 votes

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  7. Being a visual learner it is complicated to go from the icons in Polaris being a much larger size and being in color to what is shown in Leap. The icons in Leap are much smaller and have no color to differentiate them. For the sake of Accessibility purposes is there any way that the icons can be bigger and to add a pop of color to them in Leap. Attached are pictures of the icons in Polaris from the toolbar vs Leap.

    28 votes

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  8. 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.

    28 votes

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  9. 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…

    28 votes

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  10. Our site manager said this was a previous long-standing enhancement request and suggested I check here and vote on it. I can't find anything that matches, so am starting an idea.

    We have several patrons at different branches placing holds on items they already checked out so as to bypass our unwritten guideline of leaving items available to others for 24 hours before being checked out again. Now, for older items this isn't a problem and staff are allowed to make exceptions, but this practice is becoming a issue. We do allow one renewal, but apparently this isn't enough for…

    28 votes

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  11. The item hold setting option, "Days Past First Available," was added in Polaris 6.4. This hold setting is not currently included in item bulk change options and should be added in.

    Idea Value
    Libraries who want to begin using this feature cannot currently bulk change existing items to use this setting (or, if already using, change the existing value). All other item hold setting options can be bulk changed. For parity, the "days past first available" should be added as a bulk change option as well.

    28 votes

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  12. One piece of feedback we've gotten is that staff members who are used to the client miss the ability to open and rearrange a bunch of windows from the find tools (for side-by-side comparison, or just for managing workflows). We're wondering if this experience could be recreated by allowing the option to open multiple results in new tabs from the find tool in Leap.

    27 votes

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  13. 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.

    27 votes

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  14. 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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  15. 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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  16. When a record (item, bib, etc.) is opened from Find results and then marked as deleted, it (and the Find results) are automatically closed. It would great if the record did not close (leaving the Results button available) or the record closed and returned the user to the Find results.

    27 votes

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  17. Allow POLIs and INVLIs to be moved by staff with the correct permissions to a different bib than they were ordered on.

    We regularly order something that the vendor record matches to an ISBN in our catalog - sometimes this is because we have multiple ISBNs on a bib but the record is for a particular version, sometimes (mostly with AV) it is because the UPC has not been assigned as unique (rated and unrated versions, for example).

    When this happens, we would like the ability to move and reassociate the POLIs and INVLIs with the bib that houses the…

    27 votes

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  18. 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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  19. 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".

    27 votes

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  20. 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.

    26 votes

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