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  1. I would like to upload images for an item record. We are attempting to build our Library of Things and these items don't have photos tied to the item record.

    1 vote

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  2. We would like Polaris to transition items with a Circulation Status of Damaged to Withdrawn after a specified time frame. We envision this working like Lost Item Transition and the Missing Item Transition.

    Adding this feature would allow a library to automatically remove items from a patron's record (but still retain any associated charges) and allow for a more streamline process for deleting item records.

    8 votes

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  3. We currently run our lost and not paid reports under Patron Account > Patron Account List Reports in SimplyReports. Because shelf-location is not an output option, we manually enter it for each item in order for our shelvers to more easily complete shelf-checks. Can "shelf-location" be added as a report output option?

    1 vote

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  4. LEAP - Outreach Services: When processing held items in Outreach Services, items for a patron will deselect after checking out. This requires staff to go back and reselect the desired items to print a packing list.

    The ability to turn packing lists on such that they print with CKO would be appreciated.

    A prompt to "print packing list?" during CKO would also work.

    3 votes

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  5. For several types of searches, but especially when working with funds, purchase orders, and invoices, I would like to be able to set a default filter to block previous fiscal years' funds, purchase orders, and invoices from showing up in the search results. I have to set this filter each time I work with the search feature. I rarely use previous fiscal year data, so setting a default would be very helpful.

    4 votes

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  6. Today I helped a customer who had three Lost (and billed) items on her account. The items were all designated as Deleted as well. She claimed that she had returned two of the three items through our Automated Materials Handler (AMH) some time ago. The items were set to lost in 2022. The third item she had and returned today. This item having been deleted shows up in Leap as a "no matching record" (NMR) item. And that got me thinking that she may very well have returned the other two items through our AMH and because they read as…

    4 votes

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  7. 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.

    2 votes

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  8. It would be awesome if we could add or adjust the information that displays on the Check In screen in Leap, for example to include an item's shelf location for easier staff sorting - and it would also help to catch Display items that have circulated on their return.

    5 votes

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  9. It would be very helpful to have a more robust item record history. It appears that only the last 12 months of item history is available. It would be great if Polaris would:
    A) keep the history of changes in the item record forever
    B) improve the data that is stored and presented to staff, for example, so we could see what exactly was edited on 7-26-23 in the screenshot attached. Perhaps by clicking on the entry and having the information pop up.

    9 votes

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  10. When we first go to the Outreach Services Manager, we see the full list of patrons for all delivery routes. We have the option to select a single delivery route and its associated patrons; however, there does not seem to be a way to return to the full list. Our current only option is to close the OSM and start again.

    It would be useful to have a "none" option at the top of the list, or to have the ability to deselect an item (without having to select another item).

    3 votes

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  11. Please add a Save option for the full picklist so any items removed will stay removed.

    When we go to Utilities > Outreach Services > Picklist, we see the full picklist for all Outreach Services (ORS) patrons. We can find a title either by scrolling through the list or using the filter to search by patron or title. We can select the title and then press "Remove from list". The full picklist displays and the selected title no longer appears on the list.

    However, there isn't an option to Save here.

    If we select "refresh," we receive a warning that…

    3 votes

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  12. There should be two statuses to easily identify lost and paid vs. lost and not paid billed materials. This would help make running reports much easier and help identify the status of lost items.

    22 votes

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  13. Currently Polaris "Patron Loan Limits --Total Holds or Total ILL" value is not checked at point of INN-Reach webpac hold placement. This means Polaris users can place limitless INN-Reach holds which wastes staff time and courier resources. Please develop Polaris/INN-Reach connector to block further patron initiated INN-Reach holds once total holds and/or total ILL value is reached.

    1 vote

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  14. Leap should include the ability to create or add to an item record from the check-in workform. Most of the functionality is already there in that items can be selected via checkboxes and all items can selected from the topmost checkbox. By adding the option to the Actions menu, circ staff could quickly roll items over into a record set for a variety of other uses.

    10 votes

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  15. 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…

    3 votes

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  16. We often use the "Holds" reports of Simple Reports to watch demand on titles - especially the Hold Count report. It would be very helpful if UPC could be one of the output columns, so that we could copy it for media, which doesn't always have an ISBN in the vendor MARC.
    Right now we have to output the bib record id, copy it and search in Polaris, then copy the UPC from there.

    5 votes

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  17. In our consortium, libraries weed items based on their circulation almost exclusively, not based on how new or old they are or how many lifetime circs they had. The most important piece of information to them, the Last circ date, however, is missing from the weeding template criteria. We are aware that you can add dates to the power search for inclusion criteria, but those have to be specific dates, so they can't be reused as criteria several months or years later - you'd have to continue remaking the criteria with new dates each time, which isn't convenient or efficient.…

    16 votes

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  18. To truly determine whether an item is "older than" a certain time frame for the weeding criteria in our consortium, it should be based on First available date, not Creation date. Many of our libraries add the item record when the item is ordered, which could be months before it actually releases, and they make the status either Being Acquired or In-Process until it's received and checked in, which updates its First available date at that point. Then the item actually begins its "life span" so to speak. So the item isn't truly "older than" a certain time frame until…

    13 votes

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  19. The Damaged feature in Polaris 7.5 was implemented without a permission to enable libraries to turn it off if they prefer their existing procedure. Because we can't turn it off and we have several hundred staff members, many new, all of whom do not have all our procedures memorized, some of the staff now use the Damage feature. This means that we now need a report to catch these transactions and extra staff time to undo them. To try to mitigate, we changed the string "Damaged" to "Do not use". It would be much preferred if a permission would allow…

    3 votes

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  20. We would like to see additional information and functions available in the Polaris Client or LEAP so that staff have more resources and information to support customers with questions about online resources.

    For example, library staff would benefit from seeing real-time hold information in Polaris about items on Overdrive or Hoopla. Currently, Polaris shows an asterix (*) under holds. Library staff need to either go to the PAC or Overdrive to provide customers with this information. It would help library staff to have information available in one place rather than requiring staff to go to multiple sources to answer a…

    9 votes

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