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ILS - Polaris

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31 results found

  1. We have different time frames for different patron codes. For example a regular adult or child card is two years. We have others, such as a visitor card that is three months and several others. We would like the system to automatically adjust the expiration date to a pre-determined time frame set for each code.

    Idea Value
    Fewer mistakes made by staff. They often forget to adjust the expiration date for patron codes that vary from our default. Like many things, it's a 'training issue' and we try our best but with the size and turnover mistakes are made. This…

    68 votes

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  2. When using Leap on an iPad, if you select a record to view and then close it you are sent back to the beginning of the list. It would be an improvement to be able to go right back to where you selected the item record.

    Idea Value
    This would save a lot of time scrolling back to the exact place you were before you opened a record.

    31 votes

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  3. Show that there are no available renewals on an item if the item is blocked or has a hold.

    Idea Value
    This will reduce the confusion that patrons have when checking their accounts for available renewals. It will show that the item is not renewable and must be brought back.

    48 votes

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  4. Ability to delete unused notification options (e.g., Mailing Address, Fax) so they can't be selected during patron registration.

    Idea Value
    Will save staff time cleaning up unused notification options.

    38 votes

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  5. Add an option based on material type that allows the customer to reserve an item for a certain time frame. For example, if the item type is book club kit, they can reserve a title in June for a meeting in October. For greater flexibility, we'd like to control how far in advance they can book the item based on material type. We'd be interested in using this for book club kits, laptops, and other types of kits that we have or might add.

    Idea Value
    As more libraries are adding non-traditional materials such as tools, cake pans, and sewing…

    46 votes

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  6. In Admin > Parameters > Patron Services > Patron registration options > Required Fields tab only five fields are listed - Address, Birth date, Gender, Password, and Statistical class. We would like to require that Notification Option be filled in before the record is saved. There may be fields that other libraries would like to make required, such as Phone.

    Idea Value
    The patron's notification preference should always be selected before an account is created. There must be a way for the patron to receive library notices for holds, reminders, overdues, and bills.

    29 votes

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  7. When an item cannot be auto-renewed, the first section of the reminder notice should not display no. of renewals to the right of the title. Patrons who do not read the text carefully tend to assume that the item did renew and they still have renewals left.

    Idea Value
    This would make it more obvious to patrons that the item had not renewed. There are already too many elements contained in the reminder notice, with no ability to bold or emphasize or reformat so the three sections are more clearly defined. This has led to a lot of confusion for…

    37 votes

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  8. For collection development purposes, we need to know how popular an item is. Right now, renewals from the same patron counts as a circ. It would help to have renewals counted separately so that we can have an accurate circulation stat. For example, our YA Manga (33090005890258) shows that lifetime circulation is 5 but it's actually 2 patron checkouts with 3 renewals. This number makes it seem that this manga is more popular than it is. New items are easier to count right now but as time passes, looking at the history will become more time consuming.

    Idea Value
    Time…

    66 votes

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  9. Add a "Missing" button to the action headers above the items in the Unclaimed tab of the picklist in Leap.

    Idea Value
    When staff open the unclaimed list and pull items off the hold shelf, they have no direct way to handle items missing from the shelf. Rather than having to use a lengthy work around, it would be more efficient if staff could change the item circ status from within the Unclaimed tab.

    Currently staff have to copy the barcode to check in the missing item (by logging in as the assigned branch - something they may not have…

    32 votes

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  10. We've noticed a significant problem with staff creating holds on items that can't be loaned (non-cirulating; lost; deleted; etc.) because they have the ability to bypass item block messages. We tried to fix this gap by removing the "Override Request Blocks" permission from general circ staff, but have found that when we do staff can't bypass patron alerts (as simple as 'patron has a hold to pick up').

    There seem to be two challenges with using the "Override Request Blocks" permission: it overrides both patron and item blocks (where other 'override' permissions are more granular); also there doesn't seem to…

    26 votes

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  11. It would be incredibly useful for our patrons if we could still allow item-level holds from the PAC for those items which are not serials or multi-part sets. We want to limit holds for serials and multi-parts using the current functionality in Polaris because it will serve our patrons better, but other functionality should not be taken away in order to do so.

    Currently, in the Requests parameters, unless the box is checked for 'Allow item requests from PAC,' item-level holds cannot be placed on all items. If 'Limit item requests to first available copy' is checked, and any of…

    47 votes

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