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ILS - Polaris

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ILS - Polaris Updated

Merge Claimed and Received Issues in Leap

Acquisitions, Serials & Inventory Management ALREADY SUPPORTED

ILS - Polaris Updated

Improve usability for Leap authority searching

Cataloging & Metadata Management UNDER REVIEW

ILS - Polaris Updated

Leap: cancel from POLI workform

Acquisitions, Serials & Inventory Management UNDER REVIEW

ILS - Polaris Updated

Leap: edit POLI segments

Acquisitions, Serials & Inventory Management UNDER REVIEW

ILS - Polaris Updated

Have patron emails say clearly if an item was not autorenewed

Circulation, Access Services & Fulfillment UNDER REVIEW

ILS - Polaris Updated

Link Invoices to Each Other in Leap

Acquisitions, Serials & Inventory Management UNDER REVIEW

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130 results found

  1. In the 8.0 update, Shelf locations will default back to their original shelf location type once checked-in. This should be an opt-in feature. Items with a shelf location different from it's 'home' are most likely going to be display items, and our library likes to be able to keep a display full. There are items we need to be in that shelf location for sometimes several months, and having to go in and manually re-add them every time is tedious. It is also not difficult to bulk-change items from a shelf location when it is no longer needed.

    3 votes

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  2. In the 8.0 update, a change was made to shelf locations. Prior, if there was not a shelf location chosen, the column would show as blank on the check-in screen, with only active shelf locations populating, making them more noticeable and easier to recognize as an item needing to be housed in a specific spot such as a display space. Now, the word "None" populates in that field for all items- unless they are being routed to another location for a hold.
    This change will make it harder for staff to recognize that items need to be shelved in a…

    7 votes

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  3. Sometimes just sending the URL from the PAC address bar will result in a blank, white screen for the user on the other end. Attached are 2 strategies to offset this but it's a lot to expect staff to know and it would be great if URL links could just be shared with customers without this kind of intervention.

    2 votes

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  4. This is occurring in the Leap patron registration section. For accessibility purposes some of our staff tab through the patron registration and when hitting the zip code field and entering the zip, the select a city pop up box will appear showing multiple cities connected to that zip. The default spot for the tab to be at when this window appears is on the ok button, meaning none of the radio buttons have been selected yet. Then you must shift + tab and forward tab to eventually get to a radio button being highlighted. You can click the space bar…

    5 votes

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  5. I'd like to see the option to have more than only one screen open at one time, vs needing to close out the current screen before performing another/a different related search (like we can in the staff client).

    22 votes

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    This idea was reviewed as part of the MEEP process, but the effort to "make Leap like the windows client" is too significant to be technically viable.

    In an effort to address the heart of the issue, we have proposed the following related ideas be considered for voting instead:

    https://ideas.iii.com/forums/951742/suggestions/50013876

    https://ideas.iii.com/forums/951742/suggestions/50442567

    Implementing these ideas together will give staff the ability to have multiple windows/tabs open for viewing multiple records. It will also allow staff to keep the Find Tool open as a workform.

    I'm going to close this idea in favor of the other two.

  6. Every time I create a record set, the Owner is defaulting to the first branch that I have the permission to create a record set for. It would be great to make the Owner to default to assigned or logged into branch.

    7 votes

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  7. The PowerPAC usage statistics provide a minimal view of the patron's use of our PowerPAC. We also use Vega Discover and cannot accurately compile information between them and with other platforms.

    Examples to include/add: Total visits, total unique visitors, total searches submitted.

    4 votes

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  8. This would be very helpful for a number of uses - such as when your book drop is fouled and you need to quickly bag items, bulk return via RFID and save the info for later resolution.

    2 votes

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  9. It is a basic principle of RDA and sometimes we can't display all the info in one field with commas when there are special editions of video games.

    20 votes

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  10. If the series is something like 21st century skills library. Inside U.S. elections, there is no way you find it under Inside U.S. elections.

    12 votes

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  11. We allow our Pages to check in items. In order to give them access they get access to Circulation control. That access is giving them access to both check out and check in of items. We would like to limit that access to only allow for check in and not check out. There seems to be a separate permission for the check in dialog box but nothing for check out and check out needs to be blocked for our Page group access.

    7 votes

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  12. 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…

    33 votes

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  13. We've discovered the keyboard shortcuts in LEAP do not work when you have cap locks on. Our catalogers are a 50/50 split on those who always have cap locks on while they work and those who don't. I'd like to have the option available for those who find it easiest to catalog with the cap locks and use the shortcuts.

    This is related to a couple of other ideas - https://ideas.iii.com/forums/951742-ils-polaris/suggestions/48517199-keyboard-shortcuts-for-marc-editor

    https://ideas.iii.com/forums/951742-ils-polaris/suggestions/46446820-accessibility-shortcuts-in-leap

    16 votes

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  14. When we first go to the Outreach Services Manager, we see the full list of patrons for all delivery routes. We have the option to select a single delivery route and its associated patrons; however, there does not seem to be a way to return to the full list. Our current only option is to close the OSM and start again.

    It would be useful to have a "none" option at the top of the list, or to have the ability to deselect an item (without having to select another item).

    4 votes

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    In accordance with the Idea Graduation Workflow guidelines agreed upon by Innovative and IUG, this idea has been closed because it was submitted more than two years ago and has not been selected for inclusion in the product.

    This idea is still available for commenting but is no longer eligible for voting.

    Ideas that were submitted three or more years ago are archived for future reference.

  15. Please add a Save option for the full picklist so any items removed will stay removed.

    When we go to Utilities > Outreach Services > Picklist, we see the full picklist for all Outreach Services (ORS) patrons. We can find a title either by scrolling through the list or using the filter to search by patron or title. We can select the title and then press "Remove from list". The full picklist displays and the selected title no longer appears on the list.

    However, there isn't an option to Save here.

    If we select "refresh," we receive a warning that…

    6 votes

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    In accordance with the Idea Graduation Workflow guidelines agreed upon by Innovative and IUG, this idea has been closed because it was submitted more than two years ago and has not been selected for inclusion in the product.

    This idea is still available for commenting but is no longer eligible for voting.

    Ideas that were submitted three or more years ago are archived for future reference.

  16. Currently Polaris "Patron Loan Limits --Total Holds or Total ILL" value is not checked at point of INN-Reach webpac hold placement. This means Polaris users can place limitless INN-Reach holds which wastes staff time and courier resources. Please develop Polaris/INN-Reach connector to block further patron initiated INN-Reach holds once total holds and/or total ILL value is reached.

    9 votes

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    In accordance with the Idea Graduation Workflow guidelines agreed upon by Innovative and IUG, this idea has been closed because it was submitted more than two years ago and has not been selected for inclusion in the product.

    This idea is still available for commenting but is no longer eligible for voting.

    Ideas that were submitted three or more years ago are archived for future reference.

  17. Currently, there are two options for handling postal codes, which I like to term: “Wild West” and “In Lock Down”. The postal codes are collected and managed within the Postal Code table in Administration>Explorer>Database Tables. Staff functionality is governed by the permission Patron registration: Modify postal address fields.
    The Wild West option is to allow staff the permission to enter any address information provided by patrons, resulting in a table populated with a lot of incorrect city/town to postal code data. This way lies madness and continuous clean-up.

    On the other hand, removing the permission from staff logins, puts them…

    9 votes

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    In accordance with the Idea Graduation Workflow guidelines agreed upon by Innovative and IUG, this idea has been closed because it was submitted more than two years ago and has not been selected for inclusion in the product.

    This idea is still available for commenting but is no longer eligible for voting.

    Ideas that were submitted three or more years ago are archived for future reference.

  18. The Damaged feature in Polaris 7.5 was implemented without a permission to enable libraries to turn it off if they prefer their existing procedure. Because we can't turn it off and we have several hundred staff members, many new, all of whom do not have all our procedures memorized, some of the staff now use the Damage feature. This means that we now need a report to catch these transactions and extra staff time to undo them. To try to mitigate, we changed the string "Damaged" to "Do not use". It would be much preferred if a permission would allow…

    13 votes

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    In accordance with the Idea Graduation Workflow guidelines agreed upon by Innovative and IUG, this idea has been closed because it was submitted more than two years ago and has not been selected for inclusion in the product.

    This idea is still available for commenting but is no longer eligible for voting.

    Ideas that were submitted three or more years ago are archived for future reference.

  19. We would like to see additional information and functions available in the Polaris Client or LEAP so that staff have more resources and information to support customers with questions about online resources.

    For example, library staff would benefit from seeing real-time hold information in Polaris about items on Overdrive or Hoopla. Currently, Polaris shows an asterix (*) under holds. Library staff need to either go to the PAC or Overdrive to provide customers with this information. It would help library staff to have information available in one place rather than requiring staff to go to multiple sources to answer a…

    24 votes

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    In accordance with the Idea Graduation Workflow guidelines agreed upon by Innovative and IUG, this idea has been closed because it was submitted more than two years ago and has not been selected for inclusion in the product.

    This idea is still available for commenting but is no longer eligible for voting.

    Ideas that were submitted three or more years ago are archived for future reference.

  20. I would like to be able to run reports in Simply Reports to get our item return statistics broken down into time increments (such as hourly), as well as by date.

    This would be useful for tracking busy times and identifying trends/patterns at our library.

    13 votes

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    In accordance with the Idea Graduation Workflow guidelines agreed upon by Innovative and IUG, this idea has been closed because it was submitted more than two years ago and has not been selected for inclusion in the product.

    This idea is still available for commenting but is no longer eligible for voting.

    Ideas that were submitted three or more years ago are archived for future reference.

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