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ILS - Polaris

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46 results found

  1. Allow SSO logins for SimplyReports. Right now, staff who are SSO accounts only cannot log into SimplyReports. Leap and /PolarisAdmin support SSO and we'd like to be able to extend this to SimplyReports.

    This prevents us from being able to fully adopt SSO at some locations because the staff can't create reports. This means we have to continue to hold onto and maintain less secure connections between networks, so these staff can run SimplyReports.

    12 votes

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  2. You should be able to search in the Find Tool by record modification date. So far I'm seeing this missing from Record Sets, Patron Accounts, etc.. This would make it easier to Find Records without having to resort to using SQL which makes it much more accessible to all staff.

    22 votes

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  3. No that we have migrated from Sierra to Polaris, the call number field is not included in the SIP response when using an inventory wand. At this point we only see the barcode and title of an item, which makes it more difficult to find identified items.

    21 votes

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  4. 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 Withdrawn and Missing -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 Withdrawn.

    120 votes

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

    14 votes

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

    7 votes

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  7. It would be helpful if we could search using the Find Tool for items with a Last Activity Date. Last circulated is a search option, and Last activity is a column option to display, but I have yet found a way to use it in my search criteria.

    11 votes

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  8. It would be helpful to be able to create or update, via PAPI, patron registration records with the Title and Suffix fields populated. Currently, there is no way to ingest this information when using custom registration forms that utilize PAPI to create patron records.

    2 votes

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  9. The Jacksonville Public Library leverages the Polaris API to manage student records. Currently we have to take an extra step in the LEAP UI to set the communication preferences. We don't bill students or send their accounts to collections, so we have to do a bulk update of all the records with the UI after already touching every record with the API. This is cumbersome because there are over 100,000 student records that need to be updated. Most updates are smaller, but at the start of the school year we do a full refresh.

    We would like to be able…

    10 votes

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  10. Expand upon Leap Patron search by 'Notification Option', and 'Wireless Carrier'.

    4 votes

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  11. In the client we are able to create multiple new item records at the same time and we would like this functionality in LEAP as well.

    61 votes

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  12. In Leap Serials, the ability to select multiple issues and then click check in is needed for large libraries to use Leap Serials, exclusively. The workflow of selecting each individual issue and then clicking check in is slow and tedious.

    36 votes

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  13. We teach staff that, except in very rare cases, they should always be placing bib level holds for customers but sometimes folks make mistakes. It would be great there was a check box option in Leap to convert a customer's item level hold to a bib level hold while retaining their position in the queue. Currently, if a staffer places an item level hold in error, to fix it, they have to place a new bib level hold and then use the checkbox and arrows in the queue to move them from last position (for example, 453) to their former…

    52 votes

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  14. Our library team have requested to be able to see the series name and volume number in the returned bib records when searching with the find tool. It will mean they no longer need to open each result to see this information

    similar proposal as:
    https://ideas.iii.com/forums/951742-ils-polaris/suggestions/48194096-add-edition-statement-to-results-list-in-find-tool

    35 votes

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  15. Now that we have the capability to do ad hoc bulk changes to item records from the bibliographic record in Polaris 7.6, we also need the ability to delete item records in bulk. The workflow in the Client includes the ability to select multiple item records ad-hoc, right click on them, and press delete (or undelete). Delete and undelete buttons should be added next to the Bulk Change button on the Local Items and All Items tabs of the bibliographic workform in Leap. An alternate option could be to add a delete option to the bulk change.

    104 votes

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  16. There should be two statuses to easily identify lost and paid vs. lost and not paid billed materials. This would help make running reports much easier and help identify the status of lost items.

    95 votes

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  17. Our catalogers would love to be able to search the Remote Databases by UPC.

    38 votes

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  18. The edition statement should be added to the results list in the find tool and the duplicate detection results. The edition statement is already visible to patrons in the brief display of the records in the results list in the PowerPAC. When staff need to search by title or deduplicate records, they need to look at each record to identify the record for the correct edition. If the edition statement were added to the table that displays the results, they could identify the correct records in a more efficient manner.

    49 votes

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  19. Please add a link for the serials holding record to the bib record for serials, either under the Links menu or by displaying the serials record ID. Because the search box in Leap only retrieves bib records, often staff forget that they are looking at the bib record for a serial and so they have to perform a new search using the Find tool to get to the holding record. The only workaround I've found is to click on one of the items and then click the issue record ID, as on that workform the serials holding record ID displays…

    30 votes

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  20. Having patrons blocked from placing holds if there account is blocked is greatly needed, as patrons can currently place holds through Leap, Vega, Mobile App even if they are blocked for having too many fines.

    72 votes

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