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ILS - Polaris

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606 results found

  1. Currently if we need to change the branch we're logged into in Leap we need to sign-out and log back in. This can be disruptive if we have records opening we're working with that would then need to be re-opened. It would be handy if there was a way to do this without signing-out and back in, in a way that would allow records to remain open.

    Admittedly I don't think this would be helpful for the majority of staff, likely more administrative roles that need to perform activity across a range of branches. But it would be a nice…

    45 votes

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  2. As Polaris currently exists (v7.3 at my library), User 1 wants to share a bibliographic record set with User 2 and User 3. In order to do this, they have to change the record set's owner from User 1 to Organization 1. But this allows all members of Organization 1 with the permissions "Cataloging Record Sets: Modify" and "Cataloging Record Sets: Delete/Undelete" to make changes to that record set. Let's say that at some point down the road, User 4 sees this bib record set owned by Organization 1 and thinks they're being helpful by updating or deleting it. They…

    40 votes

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  3. I would like to submit the idea that Polaris offers the ability to run a report based on patron activity dates, and not their LAST activity date.
    Currently, we can only run a report using "Last Activity". This is not helpful if trying to determine how many patrons were active in a given period because if they have had activity after the specified period, they would no longer be counted in the report.
    There is a canned report under System > statistical summary, but it only looks at borrows, and would not count ILS card activity such as from a…

    15 votes

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  4. When an item hold has the status of Not-Supplied, if this item then becomes available eg if a a lost item is returned, the not-supplied status doesn't automatically retrigger the hold.
    Currently you have to go in and manually reactive the hold.

    105 votes

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  5. We'd like to have a way to place multiple holds at once. The existing multiple holds option doesn't quite do that as it still requires re-entering the title and selecting it for each copy needed while in the holds area of an account. For a book club, for example, it would be much faster and easier to select a title to hold and have a way to say we want 15 copies from this bib record, rather than have to select it title 15 times.

    100 votes

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  6. We'd like the ability to print from the Leap Find Tool, like we can from the client Find Tool.

    56 votes

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  7. Acquisitions staff would like the ability to un-release a purchase order. Currently, once a purchase order is released, you are unable to go back and make any changes if you realize you made a mistake. Instead, acquisitions staff are having to delete the entire PO and start a new one from scratch.

    55 votes

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  8. Our Cataloging staff frequently have to place item-level holds on multiple items from the same bib record when making updates to the collection. Currently in Leap, these holds display in the patron's account with only the title, format, and call number. From this information it is impossible to tell which specific items have been placed on hold. Including the barcode and the assigned branch of the item would make it easier to tell different item-level holds apart when the items all have the same title.

    33 votes

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  9. Currently, when adding segments to a purchase order line item in Leap, the collection and fund reset whenever a new destination is selected. Since we are frequently adding multiple segments with the same collection and fund but different destinations, this forces acquisitions staff to have to scroll down and select the correct collection and fund for each segment. If the first selection of collection and fund "stuck" for each purchase order line item, it would be much faster to add multiple segments for items going to different destinations.

    55 votes

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  10. Many libraries like to call attention to their genre fiction through the use of spine label stickers and icons. For instance, science fiction items may feature an image of a grey alien, mysteries have a magnifying glass or a skull and crossbones, and westerns use a cowboy or a horse or something similar. The thing is, there's no reason a library couldn't print the icons on the spine labels themselves using emoji.

    👽 = Science Fiction

    🐴 = Western

    💀 = Mystery

    🦄 = Fantasy

    🏰 = Historical Fiction

    And so on. However, the Polaris Label Manager barely supports any…

    66 votes

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  11. A customer contacted us recently and asked if we could possibly add a feature where lists can be sorted alphabetically by title. Since this functionality isn't currently available in the API, I wonder if it could be added?

    Mark W. Jarrell
    mjarrell@richlandlibrary.com
    Web Applications Developer | Richland Library
    1431 Assembly St. | Columbia, SC 29201
    Access Freely at RichlandLibrary.com.

    9 votes

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  12. The "Recent" tab in the Leap Workform Tracker lists recently-accessed patron, item, and bibliographic records. Now that additional record types are available in Leap, it would be helpful to have additional record types listed in the "Recent" tab, including but not limited to:InvoicesPurchase OrdersRecord Sets

    Idea Value
    The "Recent" tab in the workform tracker is a helpful tool that allows staff to easily reopen records that have been recently closed. Adding additional record types to the recent tab would be helpful for all staff, especially technical services staff that are transitioning to Leap.

    75 votes

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  13. I'm repeatedly finding instances where a patron is missing their registration date. At first, I thought it was migrated data, but after updating those records, I discovered it happening over and over. Please prevent the registration date from being deleted.

    Idea Value
    We have some third-party applications that break if there isn't a registration date. Also, we use that date for statistics and to narrow down results.

    32 votes

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  14. Allow bulk change to all fields in the bulk change workform when the record set contains patrons from more than one registered branch. Currently, the system requires that a single registration branch must be applied to the patron records before changing the patron code and/or the library assigned blocks. These values are set at the branch level; however, most libraries use consistent patron codes and blocks across branches.

    This was previously submitted in the old enhancement process:

    "Bulk changing a patron code requires the selection of a registered branch. We request that this requirement be suppressed if all branches can…

    24 votes

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  15. We have had several library members ask why there are not capable of printing their reading history from their account in Polaris. It would be great if there was a print button at the top of their reading history. Can this be be added?

    Idea Value
    Very helpful for the elderly. They prefer a hard copy and/or have to wait for a family member to visit to show them their reading history.

    51 votes

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  16. To have the ability to choose what columns are used in record sets. This would be useful for daily inventory of items that we would need to know the due dates or other values. Currently, record sets are locked into a standard set of columns, some of which, most of us have no use for.

    Idea Value
    This would be a major time saver when analyzing inventory and statistics.

    106 votes

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  17. Currently the picklist processing report is as-is with no options to modify.

    We've found it would be helpful for our library to have the last activity date to display when printing the picklist as items may have been returned within the last few days and on their way to being re-shelved or possibly on shelf for years & actually missing. Thinking others may have additional fields that would be of use to them as well.

    It would be a helpful enhancement for staff to have the ability to choose additional fields to customize & re-arrange the columns on the picklist…

    73 votes

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  18. Currently item barcodes are not included on the billing notices. We double check the shelves for billed items prior to mailing the bill to the patron. Often we have multiple copies of the item. To ensure that the bill is accurate and the items are truly missing, we have to take the other copies to the circulation desk and double check their status. This is time consuming, inefficient and occurs frequently. Item barcodes are include on the overdue notices. I would like to see them included on the billing notice too.

    Idea Value
    This would simplify the workflow, reduce staff…

    72 votes

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  19. From time to time, we have need to place all items on a record set on hold to call them in for a specific purpose. It would be great to have the ability to select all or some items within a record set and click a place hold button and then have the option to move the request for each of these items to the top of queue.

    Idea Value
    This would make functions so much faster and easier. For example, right now, I need to place item level holds on a couple dozen checked out items to inspect them…

    132 votes

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  20. In Leap relabel the current submit Close button to Receipt. Add an additional button next to it called Close that that would close the record check out the material but would not generate a paper receipt print dialog box etc.

    Idea Value
    This would save paper for those libraries that have suppressed the print dialog box in their browsers for Leap and patrons that did not want a paper receipt.

    48 votes

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