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ILS - Polaris

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48 results found

  1. Since you can exclude patron codes that are submitted to collections, you shouldn't be allowed to update the patron code for a patron in collection. We've found that any updates to fines and fees will not be sent to collection management (UMS) and the collection block will not be removed for a patron in collection if they now have a patron code that is excluded from collection.

    4 votes

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  2. We need a way to bring perennial critical patron info to staff attention without creating blocks for customers or forcing staff to open the full patron registration. Having this info in the patron record header or properties would be ideal. For example: at our library, customer registered at branch is not critical info yet it is the most prominent value displayed in the header after name and card number, if we could designate UDF values to take it's place (such as bookmobile stop or language assist needed) or have space to reveal a designated UDF value under patron properties, it…

    16 votes

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

    15 votes

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

    51 votes

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  5. 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.

    11 votes

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  6. 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.

    71 votes

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  7. 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…

    24 votes

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  8. 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…

    69 votes

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