420 results found
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Include Active Directory in web-based System Administration
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 -
Add eReceipts as an option in LX Starter.
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 -
Include perioidical issue information in overdue notices
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?
10 votes -
Expand size and character limit of Reader Services note field
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 -
Ability for PAPI to write to patron Custom Data Fields
It would be helpful if the PatronRegistrationCreate endpoint was able to write to the Patron Custom Data Fields.
5 votes -
Allow for adding a file to a record set by UPC
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.
17 votes -
Ability to check in a routed serial with no barcode to be deleted in Leap
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 -
Control column display in item record history in Leap
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.
13 votes -
Parse distributed and header taxes
Some locations need to apply both a distributed tax and a header tax to invoices (in Canada a PST and a GST). Currently, Polaris adds the percentage from the distributed tax to the header tax, so the total is higher than it should be. Libraries can work around this by reducing the header amount by the percentage of the distributed amount, but this is a fiddly process and sometimes results in rounding errors.
We would like to see Polaris parse the calculation of the header tax charge, so it no longer includes the distributed tax amount. Polaris should also round…
5 votes -
Expand Bulk Change to allow editing
Currently, Bulk Change allows staff to replace existing information in free-text fields, and add to the beginning or end of the field in some cases. However, existing text cannot be edited.
For example, if a group of item records need the volume numbering changed from “v.” to “vol.,” Bulk Change cannot update all the items if they have different volume numbers. Staff have to replace “v. 1” with “vol. 1,” then do all the v. 2s, then v. 3s, and so on. Similarly, if a library discovers that some of its records have incorrect diacritics, each word must be changed…
29 votes -
Add the ability to export records from OCLC to Leap using the OCLC gateway.
Sierra includes the ability export records directly from OCLC into Sierra using the OCLC gateway. This allows librarians to quickly make edits in OCLC using macros, and export those records to Sierra without actually affecting the master record in OCLC. Having this feature in Leap would be great.
7 votes -
Add the Ad Hoc Bulk Change Button to POs and Invoices in Leap
Acquisitions staff frequently need to bulk change item records for a specific order. This is commonly done for orders that were placed manually instead of using EDI or if Polaris created item records using the wrong template. In the Client, it can efficiently be done as an ad hoc bulk change by opening the list of items that are linked to a PO or invoice. The ad hoc bulk change button should be added to the tab that contains the list of item records linked to the PO and Invoice in Leap in order to make this process more efficient.…
26 votes -
No longer require carrier when selecting TXT
As libraries move away from using gateways to send text messages we would like to make the wireless carrier field optional.
17 votes -
Allow library to alter default status for "Mark Unavailable" in Missing Part Checkin
This currently defaults to "Display," and displays with that status in PAC. Display is a non-circing status that is actually used for items in our special collections, so we can't rename it to something like "In Repair."
If system admin gave an option to set a default status when "Mark Unavailable" is selected from Missing Part Check In, it would streamline workflows as we wouldn't have to go back and change the status in the item record.
4 votes -
Add option to exclude Inn-Reach items on the Picklist
Please add a checkbox to exclude Inn-Reach items on the picklist. Inhouse requests are searched separately and by different staff than those who handle Inn-Reach requests, and so it would be nice to have their lists only display inhouse requests. Thanks!
1 vote -
Display latest additions to record sets at the top of the record set
We create large weeding record sets by pulling items from the shelves then scanning them into the record set. Additions to the set are always shown at the bottom of the list. This means the user needs to keep scrolling to the end of the list to be assured their scanned item did save to the list and if they want to query last scanned items.
This request is simply to change the order in which the set is displayed on screen, with most recent additions added at the top of the list.
18 votes -
Hoopla integration with Polaris
The current process of loading and removing Hoopla records in the staff client is tedious and time-consuming at best. We stopped adding Hoopla records to Polaris because we don't have the staff capacity to deal with the monthly 'remove' lists. An API integration similar to CloudLibrary would be a huge time-saver. CloudLibrary automatically imports records and then sets them to 'withdrawn' when the title is no longer available. The Hoopla database is enormous, so the ability to add some parameters of what to pull would also be helpful.
12 votes -
Allow for customization of the Notification preferences dropdown in PAC self-registration
In order to require patrons who are self-registering via the PAC to choose a notification preference, please remove the 'none' option from the Preferences dropdown, or at least allow for the option to customize what appears in the Preferences dropdown. By removing 'none' - or allowing for the option to remove it - patrons would effectively be required to provide a notification method, which would allow the library they are self-registering with to easily contact them should any problems arise with their application.
20 votes -
SIP2 support for checking in lost items via sorter
Support should be included so that when lost items are checking via automated materials handlers, they should be checked in and processed - bill waived and item status updated appropriately.
16 votes -
Add additional filters to PolarisAdmin (web SA)
In PolarisAdmin, it would be great to have a few additional filters other than the text box filter.
- Show non-default (would show any setting that wasn't at its default value)
- Show system/library/branch level (one for each, to show settings that were set at specific levels within Polaris SA)
This would allow for quick scans for changed settings that might be causing issues or problems. Especially in places where there are a wide range of settings that are largely kept at their default values (I'm looking at you Self-Check Unit Parameters).
I'm attaching a screenshot of another software I use that…
11 votes
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