22 results found
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Polaris 8.2 - De-index or filter deleted staff accounts in web system admin
In the staff client, it's possible to delete a staff user account in system administration and the account will no longer show up linked from associated records or in search results. In the Web version of System Administration (as of at least 8.0), deleted staff users continue to show up, but the username is appended with "(Deleted)." User accounts in Web SysAd can be sorted based on whether they are Enabled or not, but the search and filtering options don't allow for filtering out Deleted staff from searches. We have been on Polaris since 1998, so our Deleted staff far…
19 votes -
Polaris 8.2 - Add You Saved to PAPI patronBasicData
We'd like to be able to pull the patron YTD and Lifetime You Saved amounts in a patronBasicData call.
22 votes -
Polaris 8.0 - Trim Whitespace on Username and External ID Fields in /PolarisAdmin (Web Admin)
We would like to enhance /PolarisAdmin (Web Admin) so that leading and trailing spaces are automatically trimmed from the Username and External ID fields upon entry.
Problem Statement
Currently, if administrators accidentally enter a username or external ID with a leading or trailing space, it is saved as entered. This creates login and authentication issues for end users, since the system considers the space a part of the credential. This can be difficult to troubleshoot and frustrating for both administrators and end users.This is especially likely to happen when copying/pasting from certain user management platforms.
Proposed Enhancement
Automatically strip…14 votes -
Polaris 8.0 - Have PolarisAdmin follow colors and client alert boxes to distinguish system
When changing settings, it is critical to make sure you're changing them in the right place.
The /PolarisAdmin should also pick up the color coding and client alerts. Currently, the /PolarisAdmin does NOT pickup the client color changes or wording, which means you need to do extra work to make sure you are changing the settings in the proper system.
3 votes -
Polaris 8.0 - Give staff ID of duplicate user when staff account username or external ID matches one in the system
When you are adding an account or changing information on an account and the system detects a duplicate, it won't let you proceed. However, it won't give you any information on the conflict account.
It would be super helpful to have the conflicting ID shown in the popup message to make tracking down the other account easier.
Especially if the dup happens to be because of something weird like a space or non-printable character.
This seems to happen more as locations move to SSO and fill in their external ID field.
6 votes -
Polaris 8.2 - Include Call Number Field in SIP Item Information Response (18) Message
No that we have migrated from Sierra to Polaris, the call number field is not included in the SIP response when using an inventory wand. At this point we only see the barcode and title of an item, which makes it more difficult to find identified items.
21 votes -
Polaris 8.2 - Ability for PAPI to write to patron Custom Data Fields
It would be helpful if the PatronRegistrationCreate endpoint was able to write to the Patron Custom Data Fields.
7 votes -
Polaris 7.8 - Allow the option to use OAuth to authenticate SMTP
Currently to use SMTP the account has to support basic authentication which is not secure and is being deprecated by Microsoft for Azure accounts. In the next few months, Microsoft will be enforcing MFA on Azure accounts in phases and the only way around that for things like SMTP is to use OAuth. Since the current version does not allow OAuth authentication for SMTP, this will cause notification services that use email to stop functioning.
Allowing the option to use OAuth to authenticate SMTP would resolve this issue and allow users with Microsoft Tenants to continue using notification services.
1 voteSupport for OAUTH with SMTP was added in Polaris 7.8.
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Polaris 8.1 - Add notes field to Polaris Staff Accounts
We occasionally need to document the use and purpose of special staff accounts. Mostly we do this to make sure they don't accidentally get deleted.
Historically we did this by using the email address field on the staff account. Now in PolarisAdmin (Web) it enforces email address formatting rules in that field so we can no longer use that field.
This was always a hacky work around. It would be better to have a notes field on polaris user staff accounts like patrons do. It should be up front and in your face though and not hidden behind menus. Again…
18 votes -
Polaris 8.2 - Add Title & Suffix to PAPI PatronRegistrationCreate2 & Update2
It would be helpful to be able to create or update, via PAPI, patron registration records with the Title and Suffix fields populated. Currently, there is no way to ingest this information when using custom registration forms that utilize PAPI to create patron records.
2 votes -
Polaris 8.2 - Include patron preferences such as billing notifications in PAPI patron update/create
The Jacksonville Public Library leverages the Polaris API to manage student records. Currently we have to take an extra step in the LEAP UI to set the communication preferences. We don't bill students or send their accounts to collections, so we have to do a bulk update of all the records with the UI after already touching every record with the API. This is cumbersome because there are over 100,000 student records that need to be updated. Most updates are smaller, but at the start of the school year we do a full refresh.
We would like to be able…
10 votes -
Polaris 7.8 - Updated notification status descriptions
Expand NotificationStatusID list/table to include TXT Sent and TXT Failed, plus any additional like TXT Failed - bad phone number
5 votes -
Polaris 7.8 - Log out of Leap without being prompted to log out of Microsoft.
When staff log out of Leap at the end of their shift, Microsoft prompts them to sign out of their Microsoft account. I think it confuses staff, they click on the prompt and then they get logged out of their Microsoft account. They then have to log back in and due to MFA need to get a code to log back in. This isn't ideal.
Customer support said currently this behavior is how Leap with OAuth/SSO works. Leap uses the identity provider to control the login and logout when setup with OAuth/SSO. Can you place an enhancement request to see…13 votesThis functionality was added in 7.8 during development to fix a bug report. There is also a 7.7 patch available!
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Polaris 8.0 - Allow Google as a sign-in method for Staff Accounts
In addition to Single Sign-On (SSO) support for Microsoft Azure and ADFS, please consider support for Google Workspace. We recently migrated all of our email for our consortium (42 members) to Google and would greatly benefit from the ability to use the already signed-in information to authenticate into Leap. See screenshots for a design/concept mock-up.
15 votesGoogle is available as an OAuth provider to use with Leap staff authentication as of the Polaris 8.0 release.
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Polaris 8.0 - Bulk Edit Patron/Material Type Loan Limits
Allow multiple selections of Organizations & Patron Codes to populate Material Type list (lower table) on the Patron / Material Type Loan Limit Blocks, Policy Table.
21 votes -
Polaris 8.2 - Make "exclude from" options accessible via API
We're working with a vendor to import patron records into Polaris as part of a program to give every student of the local school district a library card. As part of the arrangement, these student cards will be exempt from billing.
Unfortunately, there is no means to check the "exclude from" overdues, billing, etc. boxes in the API, so this will have to be done manually every time a new batch of students is imported. Please make it possible to modify these options via API.
12 votes -
Polaris 7.6 - Unlock BibKeywordSearch CCL
Update the PAPI BibKeywordSearch endpoint so it is possible to use filters ad-hoc (instead of requiring the filters to be setup in System Administration).
2 votes -
Polaris 7.5 - Leap Web App Menu Customization
Easily add custom links to the leap utility menu
1 vote -
Polaris 7.5 - Clear Object Locks Automatically that are Over X Hours Old
Staff often forget to properly log out of Leap which leaves object locks on any records they had open when they closed the browser. It would be helpful if there was a setting to automatically remove object locks after a specified number of hours/days.
1 vote -
Polaris 8.2 - Add "create fee" endpoint to the API
The API currently doesn't have a way to add a fee to a patron account. The use case where we'd want this is that we use a third party for online self-registration. They offer t he ability to differentiate between resident and non-resident accounts, but to use the non-resident option, we'd need to have a fee added when the account was created.
15 votes
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