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ILS - Polaris

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46 results found

  1. We're working with a vendor to import patron records into Polaris as part of a program to give every student of the local school district a library card. As part of the arrangement, these student cards will be exempt from billing.

    Unfortunately, there is no means to check the "exclude from" overdues, billing, etc. boxes in the API, so this will have to be done manually every time a new batch of students is imported. Please make it possible to modify these options via API.

    12 votes

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  2. Some library staff need to be able to alter the label margin and font size for longer call numbers, longer author names, and longer titles, as well as how the printer prints that day. Currently, staff using Leap need to go back and forth between the Client and Leap to do so. Adding the label settings that are only accessible in the Client to Leap will make it easier for staff to make the transition to Leap by allowing them to maintain their workflow for their current printers.

    91 votes

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  3. We have a number of custom reports in the Polaris Staff Client that need to be accessible to our Circulation Staff in Leap. Ideally all Polaris canned reports should also be available to all staff in Leap. One custom report we use is for patrons who don't have an email address. Their notification option is set to mailing address. However, if they have a hold we call them instead of sending the hold notice by mail. The custom report is a quick way to find the patrons that we need to call. Staff have to have access to both Polaris…

    38 votes

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  4. The API currently doesn't have a way to add a fee to a patron account. The use case where we'd want this is that we use a third party for online self-registration. They offer t he ability to differentiate between resident and non-resident accounts, but to use the non-resident option, we'd need to have a fee added when the account was created.

    15 votes

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  5. 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…

    134 votes

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  6. 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.

    102 votes

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