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ILS - Polaris

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25 results found

  1. Identifying the correct record set from Find Tool results would be easier if the record set ID was an optional column.

    1 vote

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  2. In the client a bib search can be filtered by Item Material Type. This would be useful in Leap.

    5 votes

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  3. Right now we take our want out into the stacks and run it with the Tech Logic software on the laptop. Once we are done with the section we want to inventory, we then save and upload a document to Polaris or Simply Reports to update our materials with the new inventory date. It would be nice to have our Inventory Wand link directly to Leap and update the inventory date live in our system and cut out the middle step of saving and uploading the file.

    1 vote

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    We are adding a PAPI endpoint to allow vendors to update the inventory date on items in Polaris 8.2.


    TechLogic has already been in contact with me about connection to the API. There may be some work on their end needed to consume this endpoint, but the infrastructure to support this will be in Polaris with Polaris 8.2.

  4. Direct links from a POLI to it's invoice line item would be helpful and match client functionality. Linking to an invoice that may have many line items requires more scrolling and double checking.

    1 vote

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  5. In the client, funds link directly to invoices, POs, POLIs, and other related records. Funds in Leap have very few links. Direct linking to working acq records facilitates tech services workflows.

    36 votes

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  6. In the client, staff often use the link to individual purchase order line items, but this is not yet available in Leap. Because an invoice may have many linked POs, and POs may have many POLIs, it can be difficult to find the correct POLI without access to direct links.

    Adding POLI links would reduce friction for tech services staff making the move to Leap.

    32 votes

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  7. When using the Search tool and searching a bibliographic record, it would be nice if the "Call Tag" column used the actual call tags my library creates and not the 082 field. This could be similar to the search for Item Record.

    4 votes

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  8. In the client, you can do a bibliographic search by "standard identifier number" and it searches a bunch of different possible fields (the corresponding power search: (((ISBN="1234" OR ISSN="1234") OR (OSI="1234" OR STRN="1234")) OR (((PN="1234" OR CODEN="1234") OR OCN="1234") OR (SOA="1234" OR UPC="1234*")))). We would also like to see this option in Leap.

    Currently, staff don't get results for a scanned barcode unless they choose the correct field to search and the indicators in the record are properly set. This means they often get no results and incorrectly assume we don't have…

    26 votes

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  9. Kitsap Regional Library wish to engage in EDI based acquisitions with this supplier

    21 votes

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  10. We would like the ability to print an item's barcode while in Leap. We have items that either require multiple barcodes for processing or items that have lost their barcode and it would be nice to print these directly from Leap to the printer of our choice.

    Currently staff need to grab the barcode from Leap and then open a different software to print the barcode label.

    This idea would also be nice if we can expand to a patron's barcode. Patrons come in and don't have their card for that visit but need it to access the computer. Rather…

    17 votes

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  11. POLI does not link to the supplier record. Bibliographic record does not link to POLI or invoice line item unlike in the Client.

    Add functionality in LEAP to not only link from Bib to PO or Invoice but also link to line item.

    25 votes

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  12. Allow SSO logins for SimplyReports. Right now, staff who are SSO accounts only cannot log into SimplyReports. Leap and /PolarisAdmin support SSO and we'd like to be able to extend this to SimplyReports.

    This prevents us from being able to fully adopt SSO at some locations because the staff can't create reports. This means we have to continue to hold onto and maintain less secure connections between networks, so these staff can run SimplyReports.

    9 votes

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  13. You should be able to search in the Find Tool by record modification date. So far I'm seeing this missing from Record Sets, Patron Accounts, etc.. This would make it easier to Find Records without having to resort to using SQL which makes it much more accessible to all staff.

    19 votes

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  14. Currently you can search hold requests by pickup location.
    Libraries would also like to search the hold requests by pickup areas.

    12 votes

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  15. It would be helpful if we could search using the Find Tool for items with a Last Activity Date. Last circulated is a search option, and Last activity is a column option to display, but I have yet found a way to use it in my search criteria.

    11 votes

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  16. The Jacksonville Public Library leverages the Polaris API to manage student records. Currently we have to take an extra step in the LEAP UI to set the communication preferences. We don't bill students or send their accounts to collections, so we have to do a bulk update of all the records with the UI after already touching every record with the API. This is cumbersome because there are over 100,000 student records that need to be updated. Most updates are smaller, but at the start of the school year we do a full refresh.

    We would like to be able…

    10 votes

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  17. Expand upon Leap Patron search by 'Notification Option', and 'Wireless Carrier'.

    4 votes

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  18. In Leap Serials, the ability to select multiple issues and then click check in is needed for large libraries to use Leap Serials, exclusively. The workflow of selecting each individual issue and then clicking check in is slow and tedious.

    33 votes

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  19. Our library team have requested to be able to see the series name and volume number in the returned bib records when searching with the find tool. It will mean they no longer need to open each result to see this information

    similar proposal as:
    https://ideas.iii.com/forums/951742-ils-polaris/suggestions/48194096-add-edition-statement-to-results-list-in-find-tool

    31 votes

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  20. The edition statement should be added to the results list in the find tool and the duplicate detection results. The edition statement is already visible to patrons in the brief display of the records in the results list in the PowerPAC. When staff need to search by title or deduplicate records, they need to look at each record to identify the record for the correct edition. If the edition statement were added to the table that displays the results, they could identify the correct records in a more efficient manner.

    46 votes

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