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ILS - Polaris

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606 results found

  1. It would be helpful if the bib duplicate check popup had an option to open the records in a Compare window. Currently staff have to do a separate search for the potential duplicate records to be able to closely compare them and/or copy data from one to another, then redo the duplicate check to merge them.

    15 votes

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  2. Our Polaris Staff Client has the option to scan a patron's driver's license to autofill their registration information. It would be great for Polaris Leap to also have this feature.

    9 votes

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  3. It would be helpful if Leap had the client functionality allowing staff to add items to a record set from a bib record.

    13 votes

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  4. When doing bulk check-in, rather than importing a file that has probably been exported from a record set, it would be much faster and easier to have the option to simply select an item record set and have the items it contains checked in.

    7 votes

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  5. There's no limit (that we've run into, anyway) in the desktop client to the number of z39.50 remote databases you can search at a time, but Leap has implemented a 10 database limit. If there needs to be a limit, can it be slightly higher at least?

    4 votes

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  6. Hi there,

    When both Notes and Dated Notes are enabled, please just display them under one tab. It's tedious to have to check both tabs (notes for legacy notes, dated notes for new ones). It'd be better to be able to see all notes in one place.

    Thanks!

    8 votes

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  7. Library's will benefit by being able to restrict patrons who reached specific number limit of a material type claim returns/never had from being able to borrow additional material type of the same type.

    5 votes

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  8. Would love the ability to be able to edit dated notes so that information can be updated instead of building up a long list of notes on a patron's account.

    6 votes

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  9. It's great being able to bulk-add records to a record set, but it would also be helpful to be able to bulk-remove records from a record set based on either another record set, or an Excel file.

    Today in larger record sets it can be a pain to remove a medium to large amount of records. Our staff may work with 10,000+ entry record sets, and need to remove records meeting certain criteria that isn't visible in the fields when viewing a record set. This idea would give a user the flexibility to fill a separate record set based on…

    18 votes

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  10. Currently there is a universal expanded/collapsed setting for the web parts. Providing individual settings would ensure patrons can immediatley view contents for key information.

    E.g., Closure Notices and special events might be expanded by default as they include timely information while the other web parts (What's my PIN?, Add/edit Username, Suggest a Purchase) might be collapsed by default.

    2 votes

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  11. Library staff would like to see cover images in the search results of the Find tool of Leap when they are looking to place holds for a patron. They can see the cover image if they go into the bib record, but not in the search results page (which is just a list).

    12 votes

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  12. In the Polaris Toolbar, when handling serial issue records, there was a direct action (called "Create Item Record") that would create an item record from a serial issue record. This is helpful for our staff for copying over enumeration and designation information.

    That same action is not present in Leap. Our staff would appreciate having this feature in Leap.

    6 votes

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  13. In the Background Processing interface, MARC Import is the only view that does not support multi-select functionality (Shift+Click or Ctrl+Click) for selecting multiple records to delete. As a result, import files must be selected individually.

    Our consortium processes between 70–100 MARC imports per month. Periodically cleaning up old import files is a routine administrative task, but the inability to select multiple files increases the time required to perform this maintenance. Other Background Processing views support range and multi-item selection, making the MARC Import screen inconsistent with the rest of the interface.

    We are requesting that the MARC Import view support…

    2 votes

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  14. There have been many times when we've needed to know which specific copy(barcode) is in transit to fill a hold. Currently the only option seems to be going thru each item record to see which is attached to the customer record. Very annoying and time consuming. Perhaps on the Holds Queue screen could include a column (Item Assigned) to list the barcode filling the hold when a hold has been trapped. Or on the Hold Request screen, on the Satisfied By menu a indicator of which item is being used for that hold. Or both.

    7 votes

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  15. Supplier Templates are not available to choose from in the Bulk-Add to New PO screen. It would be helpful to have that drop-down menu available to us, like it is in the client app, and like it is for creating a New Purchase Order manually.

    3 votes

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  16. The ability to block item barcodes that begin with specific digits, such as 978, would be a tremendous benefit for libraries. During item record creation, staff may accidentally scan the ISBN or UPC printed on the item instead of the library-assigned barcode intended for circulation use.

    Providing the ability to restrict or block specific barcode patterns would help prevent incorrect barcodes from being saved to item records. For example, preventing an item record from being saved when the barcode begins with 978, the standard prefix for traditional ISBNs, would significantly reduce these types of errors and improve data accuracy.

    9 votes

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  17. Currently, you can only log in to Leap using your workstation's assigned branch.

    In the desktop client, you can use a workstation to log in to any branch.

    Choosing a workstation in Leap that doesn't match your computer's system name breaks RFID functionality, as well as breaks reporting by workstation, and is not a workable solution.

    This is impairing our ability to make a full move to Leap, and is one of the things that feels like a huge step backwards from the desktop staff client.

    9 votes

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  18. AS a consortia that includes many small 1-2 person libraries, we would like the option added to force member libraries to use templates. No matter how much we encourage, train, and setup their templates, they are not being used consistently across all members. This is causing export issues when sharing our catalog statewide for ILL and will now being causing issues when we are a ztarget for the state ILL system. We can bulk change all these items, but that is wasted staff time, when it would just be easier to force those 1-2 person libraries to use the templates…

    9 votes

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  19. PATRON REGISTRATION – LEAP & PAC, control over menu option displays
    Allow control over what options show for Notices Address, Notification Option, and Text Messaging Phone on Leap and through Patron Registration via the PAC. Being able to remove menu items that don’t apply would solve notice issues. The drop down menus that list None and other non-system options create notification issues that could be avoided with control over these settings.

    2 votes

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  20. Our consortium still uses the Polaris staff client for a couple of functions - primarily for offline circulation during upgrades and emergency outages (loss of internet or urgent server maintenance). For this reason, most senior circulation staff have to have the "Access patron import" permission as that controls access to the Bookmobile offline upload process. But we don't want all senior circulation staff to have the ability to import patron records - we want that to be limited to a very small group of staff who have been cleared to handle student data files (and have the approved secure file…

    4 votes

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