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ILS - Polaris

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ILS - Polaris Updated

Request Manager go back to where you were

Circulation, Access Services & Fulfillment UNDER REVIEW

ILS - Polaris Updated

Improve Hold Notifications in ExpressCheck

Circulation, Access Services & Fulfillment UNDER REVIEW

ILS - Polaris Updated

Add searching PO Status date and POLI Status date to Find Tool.

Acquisitions, Serials & Inventory Management UNDER REVIEW

ILS - Polaris Updated

Automatic notification for holds on missing items

Circulation, Access Services & Fulfillment UNDER REVIEW

ILS - Polaris Updated

Managing holds

Circulation, Access Services & Fulfillment UNDER REVIEW

ILS - Polaris Updated

Customize Order of Holds in Polaris ExpressCheck

Circulation, Access Services & Fulfillment UNDER REVIEW

ILS - Polaris Updated

Display place in queue when hold is inactive

Customer Relationship & Account Management UNDER REVIEW

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44 results found

  1. It would be nice if Authorized User (custom field under Attribute on patron registration) can be added to the header in Leap so staff do not have to open up(click) the patron registration to see it.

    We would like for this field to be visible when staff opens the check out screen for a patron without having to open their registration screen.

    5 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. We would like the ability to modify the description of the Item Record History Actions when it comes to renewals. Currently, when a renewal happens in the app, it lists it as "Renewal - third party software" which confused our library staff. We were told that is the wording for anything renewed via the Polaris API, but since (for now) the only thing we have renewing that way is the app, we'd like to change the wording to say "Renewal - Mobile App" so it's clearer for staff. Since not every library would want that same change, we'd like the…

    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.

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  3. Integrating Tipasa and Polaris to simplify staff workflow when creating temporary records and checking items in and out to requesting libraries.

    12 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.

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

  4. All libraries would benefit if LEAP used address verification check, when feature is enabled in Polaris Client on the LEAP web app.

    6 votes

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  5. I would like to see a history of all holds on a bib record kept with the date of activation, not just those that were cancelled. I use this information to adjust how many copies of popular authors to pre-buy by looking at how many holds were placed on an author's previous released title(s) prior to release date.

    4 votes

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  6. I would like to be able to limit new items to be available only to a specific branch (Library at Home/ Outreach for example) but only for a specific time frame. We have this functionality for a library level, but not branch.

    3 votes

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  7. When you are in the Request Manager on Leap, it is possible to select multiple titles and then cancel them all at once - there is no additional confirmation.

    This bulk action can be hard to undo.

    It would be helpful to have a warning dialog box pop-up when staff are attempting this bulk action. Also labelling the "proceed" button as "Cancel Holds" would be helpful as an extra step to ensure that staff are taking the proper action.

    11 votes

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  8. i would love to see the ability to search by birthdate by just typing in the birthday without triple clicking

    8 votes

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  9. Staff would like to see the availability of items displayed on the screen while placing a hold for patrons via the patron's account.

    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.

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  10. In Picklist, when you click deny next to a checked INN-Reach item, it disappears from the picklist. If the item is being denied because it was not on the shelf, we need a way to mark it as missing but can't get back to it when it disappears.

    If we open the item record to change the status to missing and then return to picklist to check it and mark it missing, we get the attached error. Can you add another picklist view for items marked Denied so that staff have an easy way to do follow up? Thanks for…

    8 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.

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  11. When libraries within our consortium borrow and lend items among each other, they send those items through the mail. Currently, they have to manually look up each other's mailing addresses (many times by Googling which isn't always accurate). It would save staff time and reduce errors if a library's mailing address could be included on the In-Transit Slips.

    This would also allow for libraries to ensure the requesting library has their 'preferred' mailing address if an item needs to be returned to a location other than the owning library. For example, if a Main Library processes holds for its smaller…

    18 votes

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  12. I propose an enhancement to the SIP2 protocol: including the "PA[PickupAreaDescription]" extension in the Item Info response (18). Currently, this valuable extension is only available in the check-in response. The key issue with the current setup is that when systems attempt a check-in to obtain the "PA" value, the check-in process completes, which can prematurely finalize item handling without allowing the system to decide if a check-in should be initiated based on the item's status or location.

    Integrating the "PA" extension into the Item Info response would allow library systems to efficiently determine whether a check-in is necessary for items…

    10 votes

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  13. In System>Parameters>Notification>Notification Options>Overdue & Bill, I would like to see the "Include Claimed Items" broken out into individual notification options for Claims Returned, Claims Never Had, and Missing Part. As of now, if this option is selected, notices will go out for all or nothing regarding these claims. I would like to only send notices for Missing Part items and not the other two. My reasoning is I do not want to continue to send notices for items I consider "resolved" when a patron says they returned something or that they never had it. However, I do want to continue…

    4 votes

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  14. The multiple holds feature in Leap is really nice - unless you want to make sure that a bib you're selecting is actually the thing you want, the need for a preview option has been suggested in another Idea Exchange submission.

    Another common use for multiple holds is creating what we at DPL call "Teacher Sets" where staff pull a bunch of topical items based on criteria provided by a teacher, place holds on them and then check them in to fill those requests and contact the customer.

    Right now this is really clunky. Since there is no option to…

    14 votes

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  15. One of our member libraries have displayed interest in having the option to include the ability to attach multiple patron barcodes onto one patron record. The want for this is due to the interest of adding collectible library cards to their location. They also spoke to another library uses the Sierra ILS. It was stated that their ILS has that functionality already.

    5 votes

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  16. In a consortium setting or just a large, multi-branch, library system, the most efficient hold preference setting may not be the same for both sequences.

    We currently have to pick the hold preference setting that is necessary to meet our consortium’s policies in the secondary sequence, but is redundant in the primary sequence. It would improve patron experience and reduce unnecessary shipping if we could impose different settings for each of the sequences.

    8 votes

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  17. Our library went fines free, but still charge patrons if they place a hold, but do not come in to pick it up. We don't want to charge them to place the hold, but do want to charge if we transit the item, make it available, but they don't come get it. In lieu of fines, this is a major revenue stream for us. We are migrating to Polaris and are surprised to learn it does not offer this functionality. Please consider adding this!

    7 votes

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  18. Have a holds notification at checkout tell what library the item, or items, are being held at.

    Scenario: A patron who is not our patron is visiting our library and has holds on our holds shelf. They come to the desk with books to checkout. The notification that we get now is something like "patron has 3 holds at a library other than their home library of Potsdam" This does not signal to me to check my shelf, it could be any library. In the test LEAP we had, it would tell me "patron has 2 books held in Waddington…

    18 votes

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  19. There is currently only one setting that determines how long an item needs to be overdue before it reaches billed status and charges the patron for the cost of the item.

    We would like to have different types of material reach billed status at shorter intervals. For example, we would like for a device that checks out for 4 hours to be billed on the patron record after 1 day, rather than the 63 day interval that we use for standard material. Similarly, we would like our hotspots to become billed after they have been overdue for 3 days.

    14 votes

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  20. Calls to a patron to notify them of books on hold can't be added to Polaris.

    It would be especially helpful if we could manually add notifications (even if we manually email a patron) and the appropriate reason/time into the notifications history. I've seen a "dated notes" suggestion here but don't feel these are the same.

    9 votes

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