6 results found

1. Patron Notes field - pop-up alert on check out

   It would be useful to have a pop-up alert for notes to patrons that are important, but not so urgent we need to block their record. This would mean that when staff scanned their card at check out, there would be an obvious pop-up to alert them of a message, rather than relying on them noticing a colour change to the Notes link.

   17 votes

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2. Add Library Level to Hold Pickup Limit

   Currently, a library may limit an item to be holdable for pickup at a single branch location. This setting allows the item to be limited to pick up at the item's assigned branch only. While this feature may work for single-branch libraries, it does not function in a practical way for multi-branch libraries. Expanding this feature to have a library-level option would increase the usability of this setting.

   Example 1: Library A has 3 branches. They want to make their mobile hotspots holdable for pickup at any of their 3 branches. They do not want their hotspots to be placed on hold for pickup at other libraries in the consortia. The way the hold limit currently works, they are forced to limit holds to pickup at a single branch. Patrons who try to place holds on the mobile hotspots for pickup at their other two branches are blocked.

   Example 2: Library B has two branches: Their normal branch and a separate curbside branch for patrons who do not want to pick up holds inside the library. Library B wants to limit their new videogames to pickup at one of these two branches. Currently, they can only limit pickup to their normal branch. If patrons attempt to place these items on hold for pickup at the curbside branch, they are blocked (and vice versa).

   Idea Value
   Currently, 35% of the libraries in our consortia have more than one Polaris branch. Adding a library level to the hold limit settings would enable this functionality to be used by all our libraries.

   Multi-branch libraries have to employ a few workarounds for items that cannot be sent in transit to other locations, none of which are ideal:

   1. Limit holds to only their patrons, which reduces the likelihood a request will be placed for pickup at a different library. If a hold is placed for pickup at another library in the consortia, the library must manually contact the patron to switch their pickup location.

   (This isn't ideal, because many libraries would like all collections to be holdable to any patrons who visit their locations. This forces them to be more restrictive than they would like.)

   1. Limit holds to pickup only at the item's assigned branch. Patrons who try to pickup at a different branch are blocked from placing a hold.

   Currently, a library may limit an item to be holdable for pickup at a single branch location. This setting allows the item to be limited to pick up at the item's assigned branch only. While this feature may work for single-branch libraries, it does not function in a practical way for multi-branch libraries. Expanding this feature to have a library-level option would increase the usability of this setting.

   Example 1: Library A has 3 branches. They want to make their mobile hotspots holdable for pickup at any of their 3 branches. They do not want their hotspots to be placed… more

   38 votes

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3. Bulk update held until dates

   The ability to bulk change Held Until dates would allow library staff to perform this task themselves in a timely manner, rather than having to submit a ticket to Innovative.

   35 votes

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4. Bulk Change Pickup Location for Held Items

   We often have branches close unexpectedly due to facilities issues, when this happens we need to move the Held items from that branch to another branch. Currently there is no way to bulk change the pickup location between branches. This function would be very helpful for us.

   28 votes

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5. Polaris 8.0 - Dated patron notes

   It would be very useful for patron notes to automatically include date and time - this would allow us to track "updates" to progressive situations with patrons that multiple staff are addressing.

   99 votes

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6. Polaris 8.0 - Better Handling of "Display" Items

   : In its current configuration, a "display" shelf location can be used to indicate an item has been placed on display. However, changing this shelf location is a semi-permanent change and when the display comes down staff must change the location codes, either manually or through a record set, to the original location. Because displays are often very popular, this often results in items being checked out and returned. Without markings on the books that indicate they're on a temporary display, these items are often reshelved in their original location while their Polaris record indicates they're still on display, hindering findability. The idea is to create the ability to set a "temporary display" designation on an item (or several, depending on the number of display spaces in a Library) that is automatically cleared from the item record when the item is checked in.

   Idea Value
   This would save staff time in multiple ways. Shelving staff would be able to quickly check-in and shelve items without having to monitor the shelf location to ensure they're shelving on the correct display; staff creating displays wouldn't need to remember to revert record sets back to the original shelf location; and the occurance of items shelved incorrectly (in standard shelving with a "display" location code) would decrease, increasing findability for both staff and customers.

   : In its current configuration, a "display" shelf location can be used to indicate an item has been placed on display. However, changing this shelf location is a semi-permanent change and when the display comes down staff must change the location codes, either manually or through a record set, to the original location. Because displays are often very popular, this often results in items being checked out and returned. Without markings on the books that indicate they're on a temporary display, these items are often reshelved in their original location while their Polaris record indicates they're still on display, hindering… more

   148 votes

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