600 results found
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Messaging and/or reporting for patrons updated by age
With the new option to update patron codes based on age criteria (which we're excited about!), it would be useful to be able to send notices to patrons whose account type was auto-updated and/or to pull a report we could use for sending out messaging to the impacted patrons in our newsletter platform.
7 votes -
Add PAPI method to merge bibliographic records
Adding this to PAPI would allow this process to be performed without SQL access and also fully leverage all of the existing Polaris business logic. It would also allow hosted customers to utilize the functionality.
11 votes -
WebSA branch hours-modifying permissions
Presently in the Polaris client there are two paths to updating a branch's hours of operation in the Administration Explorer. The first is to access the table in the SA path Parameters > Patron Services > Hours of Operations; the second is to right-click the branch name, choose to edit it, and in the new window that opens go to the Tools menu and choose 'Define Hours of Operation'. The first of these two approaches requires the permission 'Modify parameters: Allow', and the second does not.
We rely on staff being able to use the second approach for editing hours…
11 votes -
Improve usability for Leap authority searching
The option to link headings from a bib in Leap was a needed improvement, but there are still issues which hinder the feasibility of cataloging in Leap.
When using the "check headings" feature, the search defaults to the local database. When you switch to searching remote databases, the search term is deleted, meaning that you have to copy and paste or retype the search. It would be very helpful if the "Authority Record" and "Authority Record (remote databases)" options were combined. Ideally, I would see a single Authority Record search option which defaults to local records but gives the option…
11 votes -
Allow filtering bib search by stat code
When doing a bibliographic record search, you can filter by Collection (which is only assigned at the item level) but not by Statistical Code (which is also only assigned on the item level).
It would be helpful to have the option to filter by stat code as well.
4 votes -
Reading History - Add Check In Date
Reading History presents only a partial view of the transaction lifecycle. While it shows when an item was borrowed, it does not show when it was returned.
This creates several practical issues:
-- Staff cannot easily confirm whether and when an item was returned
-- Additional steps are required to investigate the item history, which are time-consuming and cumbersome
-- It introduces confusion at service points, particularly when responding to patron queries about past borrowing activityCould a “Check In Date” column be added to the Reading History grid in Polaris Leap to provide a more complete and usable record…
4 votes -
Add newer LEAP Pagination to MARC Import Background Processing Screen
The Background Processing screen (specifically under MARC Import) does not currently support the newer LEAP pagination options available in other, more recent LEAP screens. This creates usability challenges when reviewing and managing historical imports.
Problem:
The current interface relies on a “More” button to load additional records page by page rather than having the option to load all and setting the record count to view. This creates several issues:
• Staff must repeatedly click “More” to access older records, which is inefficient and time-consuming
• There is no option to “load all” or quickly navigate to a specific point in…10 votes -
Hide staff username or allow preferred name display for Leap
Staff have expressed concern that their Polaris username appears in the upper-right corner of Leap, making their last name visible to customers when screens are shared. They would prefer the option to hide or anonymize the display (e.g., first name only). While the username also appears in the Polaris client, it is less prominent and therefore raises fewer concerns.
7 votes -
Configure notification options based on the loan period or specific items
It would be nice to be able to configure notification options based on the loan period or specific items. For example, we would like to send overdue notice for the public laptops that are overdue every 2-hours session.
7 votes -
ExpressCheck Language String Placeholder Breaks Item Information Display
When I adjust the language string with StringID ECTEXTBARCODE_PLACEHOLDER it is changed in two places, one of which is a surprise to me:
* The wording in the input field for the patron card number and
* The label for item information on the "Items Out" screen.
The latter needs to have a separate StringID to make the former work in any meaningful way.7 votes -
Better printing of Record Sets
Record set printing is often a mystery -
I often need to print a List View, but the printed result is very unpredictable.
Sometimes it turns out how I want, but other times the page is limited to the top of the page (see attached photo), and 3 times as many pages print since the whole page size isn't utilized. It seems to depend on the size of the columns and how many are hidden, etc, but I can't be sure what factors make it work.The best workaround seems to be printing to pdf, checking it, and then printing…
12 votes -
Independent Manage Item Records Tool
First, let me say that I think the Manage Item Records tool found on the Check In screen is good. For basic item edits, it is superior to editing via the Item Details screen in many ways. It has better permission controls, better item history logging (see attached image if you're unfamiliar with this), and allows edits to more than one item at a time (a lighter, more intuitive version of Item Bulk Changes). That said, I think a few changes could take this tool from "good" to "great".
First, I think that having an independent option on the Check…
15 votes -
Include DELETE method for Patron Blocks
As of Polaris 8.0, PAPI supports creating new Patron Blocks but does not provide a method to delete them. For internal automation and vendor workflows, the ability to programmatically remove Patron Blocks is essential. Adding a delete method will reduce the need for manual intervention.
9 votes -
MARC import 020 match point
During MARC import, other 02X fields (022, 024, 028) only match on $a, but 020s match on any subfield, including $z, which is supposed to invalidate the following ISBN. Is it possible to modify the match points for 020s so that they only match on $a?
On a related note, just out of curiosity: in the MARC import settings, why are most match points referred to by field number (022, 1XX, etc.), but ISBN and UPC are referred to by name? (And wouldn't UPC already be covered by 024 $a, since the 024 match point doesn't look at indicators? Or…
14 votes -
Clarify Transaction History Display Behavior
When viewing a patron’s transaction history, selecting a transaction displays the related/paired transaction (e.g., waive vs. original charge). This behavior is working as designed but creates confusion because the displayed details do not match the selected row.
Current Behavior
• Staff select a transaction (e.g., a charge from 2/23/26) and select the history button.
• The system opens a detail view showing the associated transaction (e.g., the waive from 3/26/26).
• This makes it appear as though the system is pulling incorrect or reversed data.User Impact
• Causes confusion and lack of confidence in the accuracy of transaction records.…4 votes -
Diacritics in Leap
Right now, staff can only copy & paste diacritics from elsewhere into Leap, but they have no way of directly inputting them into cataloging data. The toolbar was able to do this, but Leap cannot.
23 votes -
Additional features for Saved Title Lists
Our patrons would like the ability to filter their Saved Title Lists by "available now" and "owning library", similar to search results in the catalog. This would enable them to walk into any library, look at their reading list, and see what is on the shelf now at a glance. Checking each title for availability and branch is tedious and time consuming.
7 votes -
Our libraries would like the option to "lock" the multiple holds in a group
Our libraries have mentioned that when staff places multiple holds on different formats of a title and then groups these holds for a patron, the loveliest conscientious patrons will go in and delete the additional holds, thus defeating the staff's intention, which was to create multiple grouped holds in order to expedite the filling of the hold. It would be helpful if there was an option to prevent removing holds when they're in a group.
8 votes -
Edit inventory date via a record set
We would like the ability to update the inventory date directly via a record set. Currently, to update the date for recently checked-in items, we must generate a text file of barcodes and upload it through the Check In - Inventory workform. We are hoping for a feature that allows us to edit inventory dates within a record set, similar to the 'edit due dates' function.
16 votes -
Relocate “First Available Date” data in Leap
Consider relocating the First Available Date information from the Source & Donor tab to the Statistics tab within the Item Record. When weeding materials, many libraries review the First Available Date alongside circulation statistics to evaluate item usage and age. Placing this field within the Statistics tab would streamline the workflow and reduce the need to navigate between tabs during the weeding process.
18 votes
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