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ILS - Polaris

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562 results found

  1. 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.

    49 votes

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  2. 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.

    91 votes

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  3. When conducting a PowerPAC search using the "limit by" feature to select one's home library and combining that with the "available now" facet, the implication is that only the items at one's home library will show up. That is not the case, as available items at all consortium libraries display in the results. Although it is possible to achieve the desired results by selecting the local library under the "assigned branch" facet, this is not very intuitive for library patrons.

    We would like to see the "available now" facet in PowerPAC split into two options for libraries in consortiums. One…

    26 votes

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  4. 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…

    50 votes

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  5. I love the New Holds function in Leap. It makes it easy to place lots of holds for a customer in a single session when you know exact info and they are fine getting it later. With this feature though, you have no way to easily see WHERE copies of a title are or what their status is or details about WHAT you are placing a hold on. It would be great if there was a way to link to or preview bib info and item details (such as circ status and location) so you know if you even need…

    10 votes

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  6. While Leap Item Record views are pretty robust, they often lack a very critical piece of information - Last Activity Date. Modification and Creation date display in Properties but Last Activity Date is not displayed. While it can sometimes be found in the History view, this is not always the case. Sometimes History is empty in Leap. We reference Last Activity date in the staff client on a regular basis and need ready access to that same information in Leap

    Idea Value
    Last Activity date and info can be helpful for collection evaluation and in tracking down items.

    18 votes

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  7. 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…

    66 votes

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  8. In the Find Tool, allow users to filter by a library organization's branches by selecting a library 'quick pick' option. This would eliminate the need for a system used by multiple libraries to click each branch associated with their organization.

    Idea Value
    In the Find Tool, in order to filter a search for an item with an assigned branch within our library organization, we are required to select the checkbox next to each branch from the drop-down menu. We have over 20 branches, which makes the filter cumbersome. We would like to be able to select all of our branches…

    43 votes

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  9. 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…

    120 votes

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  10. 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.

    44 votes

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  11. Provide aggregate circulation data and status by branch and item record. Previously this information was available on the Preview screen of the desktop client. Desired information by branch: Number of items, Number of holds, Year-to-date circulation, Previous year-to-date circulation, Lifetime circulation, Year-to-date in-house use, Previous year-to-date in-house use, Lifetime in-house use. Desired information by item: Assigned Branch, Collection, First available date, Year-to-date circulation, Previous year-to-date circulation, Lifetime circulation, Year-to-date in-house use, Previous year-to-date in-house use, Lifetime in-house use, Shelf location, Volume information, Current Circulation Status, Barcode, Last activity Date. This information should be sortable by any field.

    Idea Value
    These…

    26 votes

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  12. In LEAP, please add the ability for a user to create a bibliographic record set from a file of ISBNs or Control Numbers..

    Idea Value
    LEAP can create item record sets using an 'add from file' option that uploads item records by barcode - and LEAP can create a patron record set by uploading a file of Patron IDs.

    We would like to have a similar function that allows us to create a bibliographic record set by uploading a file of ISBNs or Control Numbers.

    77 votes

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  13. In the staff client, we can set a default file for a particular import profile. When that import profile is used, the file is already selected and we don't have to search for it. We'd like this same thing in Leap, but currently aren't able to set a default file and have to search for it every time.

    Idea Value
    This would prevent having to search for the exact same file every time when importing. It would save time, is more efficient, and already works well in the staff client.

    47 votes

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  14. In Polaris staff have the ability to tap ENTER to close a check out. In Leap, staff must select COMPLETE with the mouse to close the transaction.

    Idea Value
    Polaris users have become acustomed to using ENTER to finish a check out so having to select COMPLETE is awkward and takes extra steps involving the mouse.

    65 votes

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  15. The process for deleting authorities is very time intensive. The process should work like deleting item or bib records and allow for not being notified for blocking/non-blocking notes. There should also be a default for how to handle deleted authorities, flip, unlink, etc. This would make the process much easier and quicker.

    Idea Value
    This would be a huge time saver for staff.

    60 votes

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  16. I often get requests to have a pop-up for staff when last copy, or more especially a last copy with a hold, gets put into a status like withdrawn, missing, etc. It could provide a big head's up to selectors so they could preemptively tackle.

    Idea Value
    This would provide better customer service. Last copies with holds that were being discarded, etc. could be more immediately addressed to order replacement, contact patron, or submit to ILL.

    116 votes

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  17. SimplyReports offers only one format when downloading the results of a report, and that is a questionably formatted xls file that always throws a warning when opening in Microsoft Excel. Microsoft left the xls format behind almost 15 years ago when they launched the xlsx format in Excel 2007. My idea is not only to update the downloadable report format to xlsx, but add reporting formats now common in data handling and processing:Update xls and replace it with xlsxAdd export to OpenDocument Spreadsheet (.ods)Add export to CSVAdd export to JSONAdd export to PDF

    Additionally, it'd be an excellent update to…

    105 votes

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  18. Adding a icon/button within the Patron Status "Items Out" view which would send an email to the email address on file for the patron which lists all items currently checked out and their due date.

    Idea Value
    There is already a print icon/button on the Patron Status "Items Out" view which can be used to print the list of items out and their due date. Adding an email icon/button would allow patrons to receive this list easily via email when they come to the desk and ask staff for a list of the items checked out.

    29 votes

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  19. The item hold setting option, "Days Past First Available," was added in Polaris 6.4. This hold setting is not currently included in item bulk change options and should be added in.

    Idea Value
    Libraries who want to begin using this feature cannot currently bulk change existing items to use this setting (or, if already using, change the existing value). All other item hold setting options can be bulk changed. For parity, the "days past first available" should be added as a bulk change option as well.

    28 votes

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  20. Record sets that are owned by staff remain in the system forever if those owners don't clean them up. We would like Administrators to have co-ownership of those sets.

    Idea Value
    Administrators can maintain and clean up orphaned record sets.

    78 votes

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