Allow greater customization of slips/receipts
Currently, receipt/slip configuration is hard-coded into Polaris system administration. Libraries are limited in what information they can add to a receipt or slip and do not have control over design elements in sys admin. Innovative does not recommend modifying the related SQL job to make changes there. It would be helpful to have greater flexibility and customization options for libraries, especially for hold and in-transit slips. For example, a library could configure in-transit slip information to match what is required by their library system's delivery service.
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Mary Miller commented
We have tried all of the Polaris layouts. The layout we prefer provides the date in full format, such as Wednesday, September 22, 2024. The receipt clips after the first day digit, such as "Wednesday, September 2". This is primarily a problem on Wednesdays during September. Other months are just short enough to allow both day digits, so we still use this layout. We would prefer 09/22/2024 to full words. Thanks!
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Eleanor commented
We are a consortium and would really, really appreciate the ability to customize in-transit slips. What Eric Lozauskas described would be great. It would also be great to be able to rearrange the order in which those fields appear. In the past, we have been able to put route information (we have 5 color-based routes between our 32 branches) on the slips, and we've just figured out a workaround to get the route info on there, but now our sorting room would like the fields to be reversed in order.
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danielle ruiz commented
If this could be offered, it would be nice to be able to configure bold text/large type on our holds slips. With our recent addition of a new pick-up area, it would better identify for staff where items need to go.
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Ida D'Amico commented
We would like to be able to have more options for configuring the Hold Pickup Slip. Our current hold pickup slip is printed using an older piece of Bibliotheca RFID software that is no longer supported. The software allows us to configure the position, orientation and font size of each element on the hold slip. We are also able to select the number of characters to print for each of those elements, for example, first 3 characters of the last name, first character of the first name, etc.
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Christy Sayre commented
I'd love to see more flexibility on these. Being able to have branch-defined fields could in effect allow us to re-create our regional delivery slips in the setup of our routing slips. This would eliminate alot of work, use less paper, and eliminate clutter around each library.
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Emma Olmstead-Rumsey commented
This is especially important with the addition of pickup areas in 7.5. We've gotten a lot of feedback from front-line staff that the pickup area information is not clearly visible on the hold slips and stuff gets mis-shelved.
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Eric Lozauskas commented
Yes, the ability to pull additional field data on in-transit slips. Perhaps similar to user defined fields, we could have branch defined fields, a BDF so to speak. So that BDF1 could have a description of "Route" and contain a route number, and BDF2 could have a description of "Stop" and contain a stop number for delivery purposes. These fields could then be customizable by any customer for their needs and display purposes on a per branch basis on receipts or in other areas of the ILS.