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29 results found

  1. LFPL would like the ability to search for patrons by their username in LEAP without having to use the SQL search

    5 votes

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  2. It would be great if staff could create a record set of patrons to delete and a supervisor could review them before deletion, similar to how item records can be reviewed in a record set by a supervisor before deletion.

    6 votes

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  3. I would like to be able to adjust auto-renewals at a Patron level in addition to the item level. This would help some of our patron's who may have difficulty understanding how renewals work. This may seem silly, but we have had some cognitively impaired patrons become severely confused and upset when they think they are "wasting renewal's". Being able to adjust these settings individually at the patron record portion would be extremely helpful. Excluding them from the auto-renewal notice is a band-aid, but this causes other confusing issues with the patrons as a result.

    3 votes

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  4. It would be handy to be able to re-arrange records listed in the Workform Tracker. Sometimes I'm using a few records for some activity, and it can be confusing to keep track of them (especially since hold queues, hold records, items and bibs can have the same name, even if the icons used are different). The ability to change their order would allow some flexibility, such as allowing a user to place a hold record with the patron record they "belong" with.

    4 votes

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  5. Ability to search within a customer's reading history by title, author, keyword.

    9 votes

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  6. The add from file feature in patron record sets should allow importing by patron barcode in addtion to patron ID.

    13 votes

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  7. When adding a charge to a patrons account the fee reason drop down menu is not sorted alphabetically.
    Alphabetical order would make data entry faster/more efficient.

    8 votes

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  8. Having member codes change automatically based off patron age, changing junior to adult when they turn 18.

    26 votes

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  9. A request for an enhancement from our Homebound Services (Outreach) department: In Reading History, it would be beneficial to generate an alert (has had) from the Reading History when placing a hold, not during check out of the item. Presently, the current setting notifies staff at check out whether the patron has had the title already.

    19 votes

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  10. Currently when a patron replaces their library card and gets a new barcode, staff have to manually reconnect them with their Libby account, which is connected to their old card number. This update should be automated so that patrons who lose their library cards don't also lose access to Libby or other eResources. I'm not sure if this would require an update to the API (?)

    25 votes

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  11. There can be accounts that are expired and are still able to check out ebooks. Expired accounts are no longer valid and should be blocking at least in the integration function between the ebook vendor and Polaris.
    If this isn't possible, can the checkout action trigger an email notice to the customer to have their library account renewed or reviewed.
    This should happen each day an integrated eContent transaction occurs.
    Keeping the account up to date will prevent the account from being closed or purged.

    4 votes

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  12. It would be nice if we could separate the "holds ready for pick up" texts from the "renew" texts and be able to choose if you want one or the other or both. Customers would love to get a text for when their holds come in, but for some, the renewal texts are too much, and the pick up texts get lost in the volume. Then also, have the option to get renewals and/or pick up notices in their email.

    4 votes

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  13. Have a reminder for patrons via TXT, email, telephony, mail-whatever their preference is, to remind them about their upcoming address check. Many patrons do not bring something with their current address with them when they come to the library to grab a book. This could be helpful for both staff and the patrons.

    6 votes

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  14. Reading history improvements, allow for more then 9,999 and allow reading history to be searchable on staff and patron side.

    9 votes

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  15. We would like to be able to edit the default registration/renewal period based on the patron code rather than just based on the branch. We have certain patron codes that should renew for 1 year instead of our default of 3 years, but they don't have a unique branch in Polaris so we have to change the registration period each time we create a patron, and we have to change the renewal period each time we renew them, leaving more room for error if those steps are missed.

    19 votes

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  16. In the patron registration form in LEAP there is a reading history checkbox. If the patron has a reading history, clearing the checkbox and saving the record deletes that reading history permanently, and there is no warning to staff about what clearing the checkbox actually does. On clearing the checkbox, please add a warning dialog that says, "This patron's reading history will be permanently deleted. Please confirm that you want to delete it." [OK][Cancel] with focus on Cancel. This way staff will have to confirm overtly that they want to delete patron data and will be less likely to make…

    30 votes

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  17. Automate lost barcode number requests. The simple way to achieve this is to offer this option below "Forgot your password" on the PAC login screen. The user clicks this and is asked to enter in the email address connected to the account in addition to first and last name. The patron associated with that name and email address would receive an email with the barcode. If the patron does not have an email on the account, or the wrong email address is entered, the user receives an error message.

    Idea Value
    This would save staff time in person and on…

    10 votes

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  18. Allow bulk change to all fields in the bulk change workform when the record set contains patrons from more than one registered branch. Currently, the system requires that a single registration branch must be applied to the patron records before changing the patron code and/or the library assigned blocks. These values are set at the branch level; however, most libraries use consistent patron codes and blocks across branches.

    This was previously submitted in the old enhancement process:

    "Bulk changing a patron code requires the selection of a registered branch. We request that this requirement be suppressed if all branches can…

    12 votes

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  19. Currently the picklist processing report is as-is with no options to modify.

    We've found it would be helpful for our library to have the last activity date to display when printing the picklist as items may have been returned within the last few days and on their way to being re-shelved or possibly on shelf for years & actually missing. Thinking others may have additional fields that would be of use to them as well.

    It would be a helpful enhancement for staff to have the ability to choose additional fields to customize & re-arrange the columns on the picklist…

    36 votes

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  20. The Problem

    At best, the method and workflow used to bulk import patrons into Polaris (often referred to as student import) is archaic. The Polaris documentation for this process, Importing Student Records as Patron Records, is 19 pages long and seven of those pages are definitions and descriptions for the format of a pipe delimited file. This file contains 65 separate columns, all of which must be included in the file even if they contain no information. The documentation defines at least three columns that you should not populate… so why are they there? You can obtain a sample Excel…

    42 votes

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