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ILS - Polaris

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669 results found

  1. We would like to put in a reason for discarding items. Records are being challenged in court and they want reasons for weeding each item.

    7 votes

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  2. When manually entering POs and POLIs in Leap, I want to be able to do an ISBN search via remote databases to pull in an on-order MARC as I do in the client.

    9 votes

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  3. Add an optional free-text MARC editing mode to the Leap MARC editor that allows professional catalogers to directly edit bibliographic fields as plain text. Ideally, this would be toggleable at the record level, allowing staff to switch between the formatted MARC view and freetext view as needed.

    Leap's current MARC editor is great for copy cataloging, minimal edits, or non-professional staff. However, full-time professional catalogers are often frustrated by the inability to update multiple field at once, paste long blocks of MARC data or navigate through tags using the keyboard. For this type of workflow, Leap's editor is signficantly slower…

    41 votes

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  4. We have paid non-resident fees which get used for unique patron codes which last 1 year. If a customer is renewing their registration early, we give them a year from their expiration date so that they are not losing any of the time that they previously paid for. Perhaps a checkbox in the renewal dialog box to indicate that this is what we want to do, but also an option to have this automatically toggled for certain patron codes and an option to suppress its use when an account is fully expired.

    7 votes

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  5. Staff would love to be able the ability to use Shift + Click to select a range of hold requests in the Leap Patron record Holds view. This is an option in the Items out view (as well as in the Find tool and record sets) and it would be great it this could also be added into the patron Holds view.

    7 votes

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  6. Issue
    When a patron places an item-level hold and the item’s status is later changed to Missing, Lost, or another status that renders the item unfillable, the patron is not notified of this change. The hold remains in place without any communication, leaving the patron unaware that the request can no longer be fulfilled. This also happens with bib-level holds when the last available item linked to the record goes to a status like Missing or Unavailable.

    Requested Enhancement

    When a hold becomes unfillable due to a status change (e.g., Missing, Lost, Withdrawn, etc.), Polaris should automatically notify the patron…

    20 votes

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  7. We recently had a patron complain about receiving 2nd hold notices and hold cancellation notices. Is it be possible to add these notices under "exclude from notices and reminders" in the patron account?

    5 votes

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  8. Recently, Ingram sent us a MARC record that caused the record to both not show up in LEAP and not be available for API calls, so it didn't show up in our discovery layer either.

    It ended up being that there was an invalid character ([ERR] FOR XML could not serialize the data for node 'data()' because it contains a character (0x0019) which is not allowed in XML.) in the MARC record causing this.

    It would be helpful if Polaris would clean any incoming MARC record of characters it knows will cause issues.

    8 votes

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  9. Our member libraries would like to have their admission passes (Material Type 'Pass') configured for a 3 or 4 business day pickup window, whereas all other material types are configured for 10 days. (10 days is too long to hold admission passes for pickup, but makes sense for everything else.) I could see where this might be beneficial for other material types also.

    13 votes

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  10. Our libraries would like to disable all the patron credit features. Most of our libraries do not accept lost-and-paid items; once the item is paid for, it belongs to the patron if found. We have 43 libraries in our system and our reconciliations of lost item payments is already complex enough that we can only do it semiannually. Adding a 'paid from credit" line is going to bring up questions from our auditors. And mistakes have already been made when staff doesn't see the credit on a patron's account and so asks them to make a payment.

    12 votes

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  11. Held Item pop-up:

    Please have this pop-up appear UPON account OPENING (vs after an item is checked out) THX!

    10 votes

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  12. FIND TOOL:

    1. PLEASE enable the Find Tool window to be EXPANDABLE.

    2. PLEASE allow the context box to stay/be remembered when switching between the top options (Search Database/Mode/Qualifier/Relation).. + HISTORY recall

    3. PLEASE enable the option to PRINT.

    10 votes

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  13. We would like the ability to create an item record from an invoice line in Leap. This is especially useful when manually building invoices, and can be done in the staff client.

    14 votes

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  14. When scanning materials into a weeding-type record set, the system throws (broadly) two types of toasts - yellow and red. The yellow toasts very helpfully specify in what exact manner the given item does not match weeding criteria filters. However, the red toasts (excluding "Barcode is invalid" and the indication an item is already in a weeding record set) do not specify in what exact manner the given item falls outside the inclusion criteria.

    For especially complex weeding criteria, this can make for one heck of a slog through the item record, and subsequently the attached bibliographic record, to identify…

    6 votes

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  15. Currently, there is no way in the UI to bulk change item templates. They need to be edited one at a time. It would be great if these could be bulk changed just like item records.

    38 votes

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  16. It would help speed things up if the way we can filter by Active and Inactive patrons for Outreach could also be done with the Patron Selection Only checkbox with something like a yes/no drop down. We could more easily focus on patrons that need the extra attention.

    2 votes

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  17. It's possible the Description and Comments configured for MARC validation display somewhere else already, but it would be nice if there were a couple of buttons to display that data in the MARC tooltips. The Description would be helpful for any tags that aren't used regularly or for staff with limited familiarity with MARC formats while the Comments could be useful in communicating local cataloging policies. Bonus points if we could allow staff with the appropriate permissions to edit the Description and Comments directly in the tooltip. It's not a particularly good example, but you could include something like "Please…

    7 votes

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  18. Currently, staff can set a preferred name for customers but customers can only do so themselves during their initial self registration (we use Quipu's eReg). It would be great if customers could make preferred name adjustments on their own even after registration, via My Account.

    Functionally, this could entail a check box that they wish to use a different name and, when they do this, it would automatically duplicate the existing values in their required name fields into the Name on ID fields and then allow the edit to Required name field. This would be an especially helpful option for…

    9 votes

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  19. This would enhance staff ability to isolate items requiring action, particularly when unscheduled closures impact hold until dates and for special programs that have different parameters.

    2 votes

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  20. It would be very helpful if Polaris had an option to be able to highlight multiple titles in a purchase order whether in the pending process or released process by being able to select multiple titles, right click, and PLACE multiple holds for one patron.

    9 votes

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