133 results found
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Limit online registration by geographic location
Please allow libraries to limit online registrations by their selected geographic location (state, county, city, zip code, etc.). We have too many people signing up that are outside our location and then using the resources which eats up our budget thus robbing our true patrons from their share of the resources.
We currently have to comb through the registrations and find the "out of area" one and manually delete them. Would be better to prevent them in the first place. Never goodwill to give and then have to take away.
This will help Library staff and Library patrons.
27 votesIn accordance with the Idea Graduation Workflow guidelines agreed upon by Innovative and IUG, this idea has been closed because it was submitted more than two years ago and has not been selected for inclusion in the product.
This idea is still available for commenting but is no longer eligible for voting.
Ideas that were submitted three or more years ago are archived for future reference.
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Record Set Link Generator
Add a link generator to the Record Set application. There's way too much room for error in expecting staff to create a custom URL every time we need a record set. It would make sense to have it near the Export function under the Actions menu. Thanks for considering!
11 votesIn accordance with the Idea Graduation Workflow guidelines agreed upon by Innovative and IUG, this idea has been closed because it was submitted more than two years ago and has not been selected for inclusion in the product.
This idea is still available for commenting but is no longer eligible for voting.
Ideas that were submitted three or more years ago are archived for future reference.
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Change Bib Record Save workflow when using Remote Authority Control and Retain/Delete tag table
In our Retain/Delete table we remove certain subject headings with specific indicators. When we save a Bib record, the Remote Authority Control checks EVERY heading then removes the tags marked for deletion and checks the headings again.
It'd be more efficient, time-wise, if Polaris deleted the tags first, then perform the Remote Authority Control.
12 votesIn accordance with the Idea Graduation Workflow guidelines agreed upon by Innovative and IUG, this idea has been closed because it was submitted more than two years ago and has not been selected for inclusion in the product.
This idea is still available for commenting but is no longer eligible for voting.
Ideas that were submitted three or more years ago are archived for future reference.
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Outreach alert during hold creation
A request for an enhancement from our Homebound Services (Outreach) department: In Reading History, it would be beneficial to generate an alert (has had) from the Reading History when placing a hold, not during check out of the item. Presently, the current setting notifies staff at check out whether the patron has had the title already.
26 votesIn accordance with the Idea Graduation Workflow guidelines agreed upon by Innovative and IUG, this idea has been closed because it was submitted more than two years ago and has not been selected for inclusion in the product.
This idea is still available for commenting but is no longer eligible for voting.
Ideas that were submitted three or more years ago are archived for future reference.
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Improvements to Multiple Holds
The multiple holds feature in Leap is really nice - unless you want to make sure that a bib you're selecting is actually the thing you want, the need for a preview option has been suggested in another Idea Exchange submission.
Another common use for multiple holds is creating what we at DPL call "Teacher Sets" where staff pull a bunch of topical items based on criteria provided by a teacher, place holds on them and then check them in to fill those requests and contact the customer.
Right now this is really clunky. Since there is no option to…
14 votesIn accordance with the Idea Graduation Workflow guidelines agreed upon by Innovative and IUG, this idea has been closed because it was submitted more than two years ago and has not been selected for inclusion in the product.
This idea is still available for commenting but is no longer eligible for voting.
Ideas that were submitted three or more years ago are archived for future reference.
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Ability to perform a full re-index on a set of bib records using Bulk Change
There are times when we could easily fix bib records via SQL but may run into issues where the index may no longer be valid and the updated bib records may not appear or be omitted in search results. Instead of requesting for a FULL database re-index, we could easily group the involved records into a Record Set and use Bulk Change with a "Miscellaneous" tab with the option "Re-index Bibliographic Records".
27 votesIn accordance with the Idea Graduation Workflow guidelines agreed upon by Innovative and IUG, this idea has been closed because it was submitted more than two years ago and has not been selected for inclusion in the product.
This idea is still available for commenting but is no longer eligible for voting.
Ideas that were submitted three or more years ago are archived for future reference.
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Adding the ability to link multiple patron barcodes to one record
One of our member libraries have displayed interest in having the option to include the ability to attach multiple patron barcodes onto one patron record. The want for this is due to the interest of adding collectible library cards to their location. They also spoke to another library uses the Sierra ILS. It was stated that their ILS has that functionality already.
5 votesIn accordance with the Idea Graduation Workflow guidelines agreed upon by Innovative and IUG, this idea has been closed because it was submitted more than two years ago and has not been selected for inclusion in the product.
This idea is still available for commenting but is no longer eligible for voting.
Ideas that were submitted three or more years ago are archived for future reference.
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Seperate Hold Preference Settings for Primary and Secondary Sequences
In a consortium setting or just a large, multi-branch, library system, the most efficient hold preference setting may not be the same for both sequences.
We currently have to pick the hold preference setting that is necessary to meet our consortium’s policies in the secondary sequence, but is redundant in the primary sequence. It would improve patron experience and reduce unnecessary shipping if we could impose different settings for each of the sequences.
8 votesIn accordance with the Idea Graduation Workflow guidelines agreed upon by Innovative and IUG, this idea has been closed because it was submitted more than two years ago and has not been selected for inclusion in the product.
This idea is still available for commenting but is no longer eligible for voting.
Ideas that were submitted three or more years ago are archived for future reference.
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Add ability to charge a fee to patrons for expired, trapped holds
Our library went fines free, but still charge patrons if they place a hold, but do not come in to pick it up. We don't want to charge them to place the hold, but do want to charge if we transit the item, make it available, but they don't come get it. In lieu of fines, this is a major revenue stream for us. We are migrating to Polaris and are surprised to learn it does not offer this functionality. Please consider adding this!
7 votesIn accordance with the Idea Graduation Workflow guidelines agreed upon by Innovative and IUG, this idea has been closed because it was submitted more than two years ago and has not been selected for inclusion in the product.
This idea is still available for commenting but is no longer eligible for voting.
Ideas that were submitted three or more years ago are archived for future reference.
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When patron barcode changes, auto-update with Libby
Currently when a patron replaces their library card and gets a new barcode, staff have to manually reconnect them with their Libby account, which is connected to their old card number. This update should be automated so that patrons who lose their library cards don't also lose access to Libby or other eResources. I'm not sure if this would require an update to the API (?)
37 votesClosing based on the comment from Wes that this can be supported and libraries should contact Overdrive.
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Have a holds notification at checkout tell what library the items are being held at.
Have a holds notification at checkout tell what library the item, or items, are being held at.
Scenario: A patron who is not our patron is visiting our library and has holds on our holds shelf. They come to the desk with books to checkout. The notification that we get now is something like "patron has 3 holds at a library other than their home library of Potsdam" This does not signal to me to check my shelf, it could be any library. In the test LEAP we had, it would tell me "patron has 2 books held in Waddington…
18 votesIn accordance with the Idea Graduation Workflow guidelines agreed upon by Innovative and IUG, this idea has been closed because it was submitted more than two years ago and has not been selected for inclusion in the product.
This idea is still available for commenting but is no longer eligible for voting.
Ideas that were submitted three or more years ago are archived for future reference.
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Align Item Editing and Manage Item Dialogs Permissions
Item editing permission organizations are based on the Owning Branch of an item. However, permissions for item editing through the checkout page ('Manage Item Dialogs') are based on the item's Assigned Branch (as well as the check-in branch matching the assigned branch).
We think it makes sense for both these permissions to be aligned to the Owning Branch, otherwise it can leave room for inappropriate changes. For instance, in our consortia some items are owned by one library but lent to others (assigned to their libraries), and this gap has led to item changes by staff that shouldn't have had…
16 votesIn accordance with the Idea Graduation Workflow guidelines agreed upon by Innovative and IUG, this idea has been closed because it was submitted more than two years ago and has not been selected for inclusion in the product.
This idea is still available for commenting but is no longer eligible for voting.
Ideas that were submitted three or more years ago are archived for future reference.
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Update Block in PAC/SIP to include fine limits
Currently, when the If patron is blocked: Block in PAC/SIP option under the Staff Client and PAC tab of the Hold Options parameter is enabled, patrons are only blocked from placing a request if they exceed the hold limits for their Patron Code.
We would like for this blocking to also include the 2nd level fine amount, similar to how their request would be blocked in the staff client/Leap when the Block in Staff Client option is enabled.
10 votesIn accordance with the Idea Graduation Workflow guidelines agreed upon by Innovative and IUG, this idea has been closed because it was submitted more than two years ago and has not been selected for inclusion in the product.
This idea is still available for commenting but is no longer eligible for voting.
Ideas that were submitted three or more years ago are archived for future reference.
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Display OverDrive Advantage holds count vs consortium holds
We are part of a state-wide consortium and the holds count for titles in PowerPAC displays total number of holds for the consortium, making it look like a very long wait for a popular title. If we have purchased Advantage copies of this title, we would like the Advantage holds to display to patrons instead of consortium-wide holds.
As an example: With the release of the Christopher Nolan movie "Oppenheimer", everyone was interested in the book that it's based on, American Prometheus. When we searched for "American Prometheus" in PowerPAC, we saw that there were 452 holds on only 10…
12 votesIn accordance with the Idea Graduation Workflow guidelines agreed upon by Innovative and IUG, this idea has been closed because it was submitted more than two years ago and has not been selected for inclusion in the product.
This idea is still available for commenting but is no longer eligible for voting.
Ideas that were submitted three or more years ago are archived for future reference.
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Separate Billing Interval for Different Material Types
There is currently only one setting that determines how long an item needs to be overdue before it reaches billed status and charges the patron for the cost of the item.
We would like to have different types of material reach billed status at shorter intervals. For example, we would like for a device that checks out for 4 hours to be billed on the patron record after 1 day, rather than the 63 day interval that we use for standard material. Similarly, we would like our hotspots to become billed after they have been overdue for 3 days.
14 votesIn accordance with the Idea Graduation Workflow guidelines agreed upon by Innovative and IUG, this idea has been closed because it was submitted more than two years ago and has not been selected for inclusion in the product.
This idea is still available for commenting but is no longer eligible for voting.
Ideas that were submitted three or more years ago are archived for future reference.
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Enter manual patron notifications (esp calls) into the Notifications History
Calls to a patron to notify them of books on hold can't be added to Polaris.
It would be especially helpful if we could manually add notifications (even if we manually email a patron) and the appropriate reason/time into the notifications history. I've seen a "dated notes" suggestion here but don't feel these are the same.
9 votesIn accordance with the Idea Graduation Workflow guidelines agreed upon by Innovative and IUG, this idea has been closed because it was submitted more than two years ago and has not been selected for inclusion in the product.
This idea is still available for commenting but is no longer eligible for voting.
Ideas that were submitted three or more years ago are archived for future reference.
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Auto-populate the Until field with the date in the Dates Closed field when adding a new date to the Dates Closed table
Currently, when staff update their library's Dates Closed table for a single date in the future they are required to select/enter the same date in both the Dates Closed and the Until fields.
While it is just a couple additional clicks, having the Until field auto-populate with the same date that staff have selected/entered in the Date Closed field would improve the end user experience when they are entering a number of single dates at once.
7 votesIn accordance with the Idea Graduation Workflow guidelines agreed upon by Innovative and IUG, this idea has been closed because it was submitted more than two years ago and has not been selected for inclusion in the product.
This idea is still available for commenting but is no longer eligible for voting.
Ideas that were submitted three or more years ago are archived for future reference.
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Improved SIP communication for holds
Per the Polaris support team as of September 2023, SIP2 only supports communication about holds where the associated item is in "Held" status. Holds requests in other statuses are 'invisible' to third-party services communicating with Polaris through SIP. When I brought this up, our site manager recommended putting in an enhancement request. Apparently there were some older ones on IdeaLab that have not been carried over to Idea Exchange.
I was skeptical that there would be anything Clarivate could do from within an ILS to make this change since it sounded like a SIP limitation rather than an ILS limitation,…
12 votesIn accordance with the Idea Graduation Workflow guidelines agreed upon by Innovative and IUG, this idea has been closed because it was submitted more than two years ago and has not been selected for inclusion in the product.
This idea is still available for commenting but is no longer eligible for voting.
Ideas that were submitted three or more years ago are archived for future reference.
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Password Reset PAPI Call
Currently we have to send patrons from our websites to the PAC if they need to reset their passwords. It would be great if there was an API call for this, as it's disruptive to the patron experience to have to send them to another site.
The suggested functionality would reflect the PAC experience: once they enter a barcode, a password reset email would be sent to the email address on the account.
17 votesIn accordance with the Idea Graduation Workflow guidelines agreed upon by Innovative and IUG, this idea has been closed because it was submitted more than two years ago and has not been selected for inclusion in the product.
This idea is still available for commenting but is no longer eligible for voting.
Ideas that were submitted three or more years ago are archived for future reference.
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Improve display in Polaris client for held holds that are cancelled
We are upgrading to 7.4 soon and noticed that one of the new features (from 7.3) was the ability to cancel held holds. These seem to display really nicely in Leap (especially with the holds to action tab), but the display in the Polaris client could be improved. Currently, it seems like these cancelled holds just get added to the cancelled view which does not give any indication that the item was on the hold shelf and needs to be pulled/checked in.
I would like to see either a canned report that lists all held holds that were cancelled at…
11 votesIn accordance with the Idea Graduation Workflow guidelines agreed upon by Innovative and IUG, this idea has been closed because it was submitted more than two years ago and has not been selected for inclusion in the product.
This idea is still available for commenting but is no longer eligible for voting.
Ideas that were submitted three or more years ago are archived for future reference.
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