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ILS - Polaris

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  1. Currently, Floating's Load Balancing option can only be enabled at the System-Level in Polaris. I am on a shared Polaris server where one library system wants Load Balancing and one library system does not want it. This leaves us with not turning the feature on. It would be nice to allow Floating's Load Balancing option to be set at the Library-Level.

    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.

  2. It is frustrating that Polaris allows items that have not been received to circulate. There is probably not a connection between the PO status and the item status – but it sure would be nice if there was! We recently had an incident where items were distributed to branches before having been invoiced and received. A few days later when the invoice was processed, the items were all changed to a status of In-Process, even though they had already been checked out or were in a status of Being Held. It was very difficult to correct. One solution would be…

    20 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.

  3. Create step-by-step instructions and documentation for Polaris Inventory Manager; how to install it, set things up, using record sets, etc. There really is nothing available that we can share with our libraries; there is a webinar on inventory, but it does not really discuss install and set-up.
    The same documentation for inventory via check-in would also be greatly appreciated.

    10 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.

  4. In Polaris, when you are in an INLI you can click the New button you get the option to Copy Existing Work Form. The new INLI retains some values from the existing one (e.g. fund, title, author).
    In LEAP you need to exit the INLI, and then click the New Line Item button, which does not fill in any of the information. Makes adding line items slower and more repetitive when you need to re-enter everything.

    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.

  5. Enable multiline selections/changes for claims. That is, don't make us select each and every one separately to update to Backordered!

    7 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.

  6. 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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    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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