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ILS - Polaris

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351 results found

  1. In Polaris staff have the ability to tap ENTER to close a check out. In Leap, staff must select COMPLETE with the mouse to close the transaction.

    Idea Value
    Polaris users have become acustomed to using ENTER to finish a check out so having to select COMPLETE is awkward and takes extra steps involving the mouse.

    50 votes

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  2. The process for deleting authorities is very time intensive. The process should work like deleting item or bib records and allow for not being notified for blocking/non-blocking notes. There should also be a default for how to handle deleted authorities, flip, unlink, etc. This would make the process much easier and quicker.

    Idea Value
    This would be a huge time saver for staff.

    48 votes

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  3. I often get requests to have a pop-up for staff when last copy, or more especially a last copy with a hold, gets put into a status like withdrawn, missing, etc. It could provide a big head's up to selectors so they could preemptively tackle.

    Idea Value
    This would provide better customer service. Last copies with holds that were being discarded, etc. could be more immediately addressed to order replacement, contact patron, or submit to ILL.

    89 votes

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  4. SimplyReports offers only one format when downloading the results of a report, and that is a questionably formatted xls file that always throws a warning when opening in Microsoft Excel. Microsoft left the xls format behind almost 15 years ago when they launched the xlsx format in Excel 2007. My idea is not only to update the downloadable report format to xlsx, but add reporting formats now common in data handling and processing:Update xls and replace it with xlsxAdd export to OpenDocument Spreadsheet (.ods)Add export to CSVAdd export to JSONAdd export to PDF

    Additionally, it'd be an excellent update to…

    70 votes

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  5. Adding a icon/button within the Patron Status "Items Out" view which would send an email to the email address on file for the patron which lists all items currently checked out and their due date.

    Idea Value
    There is already a print icon/button on the Patron Status "Items Out" view which can be used to print the list of items out and their due date. Adding an email icon/button would allow patrons to receive this list easily via email when they come to the desk and ask staff for a list of the items checked out.

    28 votes

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  6. The item hold setting option, "Days Past First Available," was added in Polaris 6.4. This hold setting is not currently included in item bulk change options and should be added in.

    Idea Value
    Libraries who want to begin using this feature cannot currently bulk change existing items to use this setting (or, if already using, change the existing value). All other item hold setting options can be bulk changed. For parity, the "days past first available" should be added as a bulk change option as well.

    26 votes

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  7. Record sets that are owned by staff remain in the system forever if those owners don't clean them up. We would like Administrators to have co-ownership of those sets.

    Idea Value
    Administrators can maintain and clean up orphaned record sets.

    60 votes

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  8. Currently in Leap there is no equivalent Bibliographic Title search to the "Exact match (implicitly truncated)" in the Polaris Client. The Leap search "Bibliographic>BasicSearch>Title>Exact ()" doesn't utilize the Initial Articles entries in the Bib record so any title search with a "The" or "A" or "An" in the title are not returned in the search results. This has caused a push back to adoption since the very real perception is that Leap has inferior search capabilities. I'm not sure why the the "Bib Exact ()" search requires staff to strip out the A, An & The initial article…

    53 votes

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    This idea is outside of our agreed upon Idea Graduation Workflow, but because it was just raised in the most recent rount of MEEP voting, I'm going to keep it open for another cycle. Moving to "Under Review" status.

  9. We would like an optional field in the patron record for preferred pronouns. This field should be available at the top of all patron registration views near Last name, First name, Title etc. It should be available to display on the Patron Status and Check-out screens via System Administration under Parameters, Patron Services, Check-out: Optional patron data. We would also like to be able to display it on phone notices, but not mailers.

    Idea Value
    As our libraries strive to be more inclusive, we would like a way to record the patron's preference other than using a note field which…

    50 votes

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  10. : In its current configuration, a "display" shelf location can be used to indicate an item has been placed on display. However, changing this shelf location is a semi-permanent change and when the display comes down staff must change the location codes, either manually or through a record set, to the original location. Because displays are often very popular, this often results in items being checked out and returned. Without markings on the books that indicate they're on a temporary display, these items are often reshelved in their original location while their Polaris record indicates they're still on display, hindering…

    125 votes

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  11. The ability to un-cancel a cancelled Purchase Order Line Item. Sometimes an order cancelled by a vendor will arrive anyways, or one edition is cancelled then later substituted for another. In these cases, it would be preferable to un-cancel the original POLI than to create a new one, or start from scratch at the invoice stage. Un-cancelling the POLI would also allow us to maintain the connection between the POLI and the Invoice Line Item.

    Idea Value
    This would save time and confusion for acquisitions staff, and allow us to maintain the connections between PO, Invoice and Item.

    42 votes

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