542 results found
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Making Text in On-Order Records a Different Color
We have noticed an uptick in libraries circulating items on on-order records despite it violating consortia policy. We would like to see the text of on-order records (or even just specific fields) be in a different color to help provide a visual indicator of the record type.
6 votes -
Allow multiple statistical classes to be assigned to patron records
Currently only one Statistical class can be assigned to the patron record. It would be helpful to allow multiple statistical classes to be assigned. Sometimes a patron can be registered while multiple programs occur, such as when a child is registered for a 0-5 campaign, and then later they may participate in another reading program. Both codes would be used to track each type of program. Currently, we have to use the notes field to do some tracking, and the notes field isn't as friendly since it is free text.
2 votes -
Implement EDI Claiming From Sierra/Millennium
We’ve long benefited from Sierra’s well-supported EDI claims functionality, which has enabled seamless communication and efficient claims processing with our library partners. However, we’ve observed that Polaris currently lacks equivalent support for sending claims via EDI in the same format.
Can you please port over the EDI Claiming Format From Sierra & Millennium to Polaris? This would make it easier for libraries migrating to Polaris from these products.
3 votes -
Trim Whitespace on Username and External ID Fields in /PolarisAdmin (Web Admin)
Change /PolarisAdmin (Web Admin) so that leading and trailing spaces are automatically trimmed from the Username and External ID fields upon entry.
Problem Statement
Currently, if administrators accidentally enter a username or external ID with a leading or trailing space, it is saved as entered. This creates login and authentication issues for end users, since the system considers the space a part of the credential. This can be difficult to troubleshoot and frustrating for both administrators and end users.This is especially likely to happen when copying/pasting from certain user management platforms.
Proposed Enhancement
Automatically strip any leading or trailing…12 votes -
provide a "here today" button in Leap.
Provide staff with a single click option in Leap to find titles on shelf at the location they are currently logged in under. Many staff default to using the PAC for its Available Now option - which is great but, is problematic if a customer doesn't have their card and/or doesn't know their password. While we can emulate the Available now search in Leap thru filters or saved search parameters, even accessing those saved searches can take several clicks. Offering an available or here now button would make this much faster and would be used very often
9 votes -
Leap - display control numbers in list of current and recent workforms
Right now, the only thing that displays in the list of workforms is the title. When comparing records with the exact same title, this can get confusing and requires too many clicks to make sure you are selecting the correct record. There needs to be more information displayed in addition to the title, and should at minimum have a control number.
10 votes -
Leap - Give the option to overlay a record while comparing multiple MARC records
When comparing bib records in Leap, it would be nice to be able to choose the bib to keep and overlay the other with. This would streamline deduplicating similar records.
10 votes -
Make phone number searching better
This request is for a new feature to improve phone number search capabilities, specifically by handling varied formatting in the free-text phone number field.
The current phone number search often fails because it's a simple text match that can't account for different formats like hyphens, spaces, or parentheses. Staff will sometimes report back to a patron that their phone number isn't in the system because they didn't search for it in the way it was entered into the patron's record. This can then frustrate patrons if they continued to get called or texted by the notification system.
Implementing a search…
16 votes -
View password option in login
It would be helpful to have a "view password" option in the login for library patrons/guests. I have gotten feedback from patrons who are visually impaired that having this feature would make logging in to their library account much easier, allowing them to identify typing errors before submitting their login information. The view password feature seems to be such a standard across wide array of platforms, pages, and applications. Why wouldn't a library be able to offer it?
8 votes -
Save patron name when deleted on holds to action
- Patron has a held item
- Held item is cancelled
- Then the patron record is deleted
- The hold on the holds to action will have no patron name shown.
This means that staff have no real way to know where their hold is on the hold shelf (holds are arranged on the shelf by patron name) to be removed. This was originally entered as a bug, but it was closed as a bug because it was working as designed.
6 votes -
Provide Payment Type Edit option after submission
When we apply customer payments in Polaris, staff select payment type from a customer (cash/check/CC). Payment type is recorded in payment reports to reconcile our credit card statements each month. Sometimes a person will mistakenly record a payment as cash when it should have been CC. Once recorded, a mistakenly selected payment type cannot be corrected in Polaris. It would save significant time if an edit/correction option was available.
3 votes -
mobile hotspot
This may not be the correct place for this. If so I apologize. I am gonna post it on the Phoenix CCC page as well.
We have a customer here who is down on the Mobile Hotspot queue. I have noticed that several of the people above him on the queue currently have hot spots checked out already. It doesn't seem fair that those customers will get to have their hotspots potentially another three weeks before this other customer gets to borrow it. Can there be some sort of limit set to not allow for simultaneous holds and checkouts for…
4 votes -
New tabs from find tool in Leap
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.
10 votes -
Comprehensive Audit Trail for System Administration Changes
Implement a detailed and accessible audit log for all configuration changes made within the Polaris ILS System Administration (SA) and "adjacent" modules.
Description of the Problem
The Polaris ILS lacks a granular, searchable audit trail for System Administration changes. This makes it difficult to determine who made a specific change, when it occurred, and what the previous setting was. This ambiguity hinders troubleshooting when a configuration error occurs, complicates training, and reduces accountability.
Proposed Solution
A comprehensive, transaction-based audit log that automatically records the following data for every saved change in the SA module:
Timestamp: The precise date and time…
24 votes -
Verify patron email address and phone number
Incorrect email addresses and phone numbers in patron records cause hold and overdue notices to fail. This results in a negative patron experience and requires wasted staff time for troubleshooting and manual data correction. Polaris should behave like other systems and verify contact information before using it.
When an email address is entered into a record, the system will send a message with a verification link. After the patron clicks the link, the email's status in the ILS will change from "Unverified" to "Verified". A visual indicator will show the verified status to both staff and patrons.
This function will…
17 votes -
Service Name Logging in PatronValidate API
This proposal outlines an extension to the Patron Validation API to include an optional serviceName parameter. When provided, this value will be recorded in the Integrated Library System (ILS) transaction log, allowing us to track which service initiates each patron validation request.
Currently, the ILS transaction log records patron validations without capturing which service initiated the request. This lack of context makes it difficult to analyze traffic from third-party services (e.g., OverDrive, Hoopla) or internal applications, troubleshoot validation spikes, and make informed decisions about service contracts and resource allocation.
The proposed solution is to modify the Patron Validation API to…
12 votes -
Add a note when declaring an item lost on a customer account
When declaring an item lost on a customer account, there is no way to add more to the note on the resulting lost item charge. All that is in the note field is "Declared Lost". It is sometimes important to give more context to the charge and that is why being able to add a note would help!
11 votes -
Eliminate the barcode requirement for placing holds on on-order multivolume set records and serials
At this time, holds on the serials and multivolume set records are not functioning in an efficient manner when the title is not under serial control. Examples include manga, college guides, or test prep guides. In PowerPAC and Leap, patrons and staff cannot place volume level holds when the associated item is on order and does not have a barcode. It is not part of the staff's normal workflow to add a barcode to on-order items until the physical item arrives at the library. As long as a volume is in the volume field, Polaris should be able to identify…
44 votes -
Provide ability to edit payment method in Polaris patron accounts after submission
Sometimes staff select the the wrong payment method in Polaris when taking apply a payment from a customer (cash/check/CC). Once selected, inaccurate payment methods cannot be corrected in Polaris.
While leads spot and notate these errors on Polaris cash reports, our system-wide Finance dept uses these reports to reconcile our credit card statements each month. It happens often enough and across so many branches that it creates a lot of extra work on the back end to reconcile our credit card account. They are requesting III provide the ability to edit payment method in Polaris - this something that we…
6 votes -
Leap: quickly copy line items
One impediment for our processing staff in moving to Leap is the lack of the ability to quickly copy a line item in Leap (here's the process in the client: https://documentation.iii.com/polaris/7.6/#PolarisStaffHelp/Acquisitions/PAorder/Copy_a_purchase_order_line_item.htm)
The same process in Leap involves several more steps:
1.Go back to the PO
2. click new line item
3.fill out line item details
4. click on segments
5. click new segment
6. fill out Collection Code and FundA quicker way to get through a PO would be if we could add the same segment to all of the line items at once, e.g click the check…
9 votes
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