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Innovative Idea Exchange

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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10 results found

  1. A patron was using their former barcode to try to do a password reset, and before we realized what the issue was, the system told them they 'had no email address' associated with that account. It would be more helpful if the system told them the barcode was invalid or, even better, that they were using an old barcode.

    10 votes

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  2. Right now in the Polaris SIP environment, if you attempt to get patron information using a 63 message, but you put in the WRONG password, the patron accounts LAST ACTIVITY DATE will STILL be updated.

    We recently had a vendor that for some crazy reason, went through and was attempting a 63 message for all patron barcodes they had on file. This updated the last activity date for tens of thousands of patron accounts.

    Although I suppose there could be some arguments for this behavior, it should not be the default. By default if an account login FAILS, for any…

    33 votes

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  3. 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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    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.

  4. Currently, there are two options for handling postal codes, which I like to term: “Wild West” and “In Lock Down”. The postal codes are collected and managed within the Postal Code table in Administration>Explorer>Database Tables. Staff functionality is governed by the permission Patron registration: Modify postal address fields.
    The Wild West option is to allow staff the permission to enter any address information provided by patrons, resulting in a table populated with a lot of incorrect city/town to postal code data. This way lies madness and continuous clean-up.

    On the other hand, removing the permission from staff logins, puts them…

    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.

    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.

  5. 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.

    11 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

  6. 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.

    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.

    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.

  7. 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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    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.

  8. 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.

    26 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.

  9. 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 (?)

    37 votes

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  10. 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.

    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.

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