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ILS - Polaris

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ILS - Polaris Updated

Patron Barcode as Subtext in Current/Recent menu (last4) in Leap

Customer Relationship & Account Management UNDER REVIEW

ILS - Polaris Updated

Indication of a note for a specific issue on the Serial Check in card

Acquisitions, Serials & Item/Issue/Inventory Management UNDER REVIEW

ILS - Polaris Updated

Add series info when linking

Cataloging & Metadata Management UNDER REVIEW

ILS - Polaris Updated

PII Management Options

System Administration (incl APIs) UNDER REVIEW

ILS - Sierra Updated

Ability to update inventory date from "checkin no patron" function

Circulation, Access Services & Fulfillment PLANNED

ILS - Polaris Updated

Edit Half-Deleted Item Records

Cataloging & Metadata Management UNDER REVIEW

ILS - Polaris Updated

Trap hold with first item received

Circulation, Access Services & Fulfillment UNDER REVIEW

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432 results found

  1. Some items get stuck in transit and are never found again, it would be nice if these could automatically transition to missing after a customizable period of time, similar to Lost -> Withdrawn and Missing -> Withdrawn.

    36 votes

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  2. Provide an option to schedule bulk fee waive in records on a reoccurring basis, such as daily, monthly, or other specified intervals. At the moment you can only select one date and run it once.

    9 votes

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  3. Create a recall function that is separate from the holds queue so Technical Services can get items back (for relabeling, for weeding, etc.). Technical Services often use internal cards to place holds on a specific barcode. This sometimes work, but has a few drawbacks:
    1. The hold disrupts circulation (renewals, other holds, potentially in-transit)
    2. If the item goes into a status that cannot fulfill holds (e.g. item becomes LOST), the holds will go back the queue and be reassigned to another item on the bib. Technical Services usually needs the specific barcode, not just any item on the bib.

    27 votes

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  4. The ability to recover deleted Item Templates.

    3 votes

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  5. Add the ability to add a 006 or 007 field to records via bibliographic bulk change in Leap. Leap has the ability to edit existing fixed fields via bulk change and the staff client offers the ability to add a new 006 or 007 via bulk change, so this would be part of bringing Leap into parity with the staff client. Bib records that come in from OCLC often lack the exact fixed field coding requires to display the correct Type of Material in Polaris so the ability to add missing fields via bulk change in Leap will make cataloging…

    15 votes

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  6. Add a running total to the Fiscal Year - Funds tab - FREE BALANCE column.
    This will allow a quick check of the year's budget 'bottom line' to see what the balance to be spent is.

    5 votes

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  7. Currently, there's no option in the PACREG application to allow patrons to choose to receive email notifications in plain text - but that option does exist in the new patron application on the staff side. Libraries using the PAC registration feature would like to have that included in the PACREG form.

    4 votes

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  8. Our consortium just transitioned from Sierra to Polaris. When our item records were brought over, volume information was included in the volume field of an item record. Because no serial holdings information transferred from Sierra to Polaris, we have been recreating our Serial Holdings Records. When we generate items from the SHR, the issue information (chronology and/or enumeration) appears in a separated designation field on the record, which makes the display look terrible. An option to make the chronology/enumeration information appear in the item record's volume field instead of in a separate designation field is absolutely necessary for us to…

    1 vote

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  9. In Serial Holdings Records, an option not to include parentheses around the date (chronology) when no enumeration pattern is being used would be helpful.

    4 votes

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  10. Currently you can search hold requests by pickup location.
    Libraries would also like to search the hold requests by pickup areas.

    8 votes

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  11. For our system, having both an expiration date and an address check date is redundant, and staff constantly fail to update the address check date to match the expiration date. I'd like to have the ability to suppress the address check date as well as other fields, such as street address lines 1 and 2.

    17 votes

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  12. It would be nice for third party vendors and developers to have access to the Postal Code table via PAPI. Something similar to the OrganizationsGet method.

    5 votes

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  13. The current method for changing a Polaris Staff Member's password is clunky and not ideal if part of a large library system. Additionally, all SA management is moving towards the web-based interface. It makes sense to incorporate staff password management into the SA web-based interface.

    6 votes

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  14. The only option for eReceipts is plain text. It would be a fantastic feature to customers to be able to build a nice HTML email for them.

    7 votes

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  15. We had a patron complaint that the email notices do not include magazine issue information, only the main title. The notices also do not include item barcodes, so there isn't any data to match against a specific issue. Could information from the Issue field in the item record be displayed in overdue notices?

    12 votes

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  16. Our Access Services staff use the Reader Services tab and the Note field to list patron details to assist with readers advisory for elderly and homebound patrons.

    They use the Preferences options to some degree, but have noticed a character limit in the Note field, which requires them to use abbreviations to fit their details. They asked: "Is there a way for Polaris to increase the character limit of the Note field in the reader services tab? Is there a way to increase the viewable space as well?"

    Character limit may be around 250 or so, so they are abbreviating…

    3 votes

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  17. It would be helpful if the PatronRegistrationCreate endpoint was able to write to the Patron Custom Data Fields.

    5 votes

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  18. Currently, the only option for importing a file with bibliographic data into a record set in Leap is by ISBN. It would be helpful for staff to have the option to be able to use UPC as well, as ISBN restricts this to just books and audiobooks. This leaves out DVDs and Blu-rays, as well as other non-book/audiobook material such as a Library of Things.

    21 votes

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  19. When we are done using a routed periodical we have no way of checking in the issue for deletion. We don't assign a barcode to these issues so it will not allow a check in. We need ability to either delete a periodical in a Routed status or a quick way to un-route to then allow us to delete.

    Right now staff are forced into the item record and assign a barcode like "1", save record. Check in item. Then they can delete.

    2 votes

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  20. Allow staff to customize the display of columns in the item record history, as they can in the display of search results. For example, our staff have pointed out that for each action the item's assigned branch displays prominently, but it is less relevant that the "location" (i.e., the branch where the history action took place). They would find it much clearer and easier to use if they could control the order of those columns, and set it as Date / Location / User/WKS / Status / Action / Assigned Branch.

    14 votes

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