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ILS - Polaris

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133 results found

  1. There can be accounts that are expired and are still able to check out ebooks. Expired accounts are no longer valid and should be blocking at least in the integration function between the ebook vendor and Polaris.
    If this isn't possible, can the checkout action trigger an email notice to the customer to have their library account renewed or reviewed.
    This should happen each day an integrated eContent transaction occurs.
    Keeping the account up to date will prevent the account from being closed or purged.

    5 votes

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  2. We would like to be able to save a scanned copy of a patron registration card to our patron's record. Louisiana is passing a law on content restrictions that requires us to store this information as well as any signed waivers. It would be convenient to be able to scan and save this information directly to a patron's account rather than dump all the saves into a cloud storage platform.

    8 votes

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  3. After selecting a title and clicking on the Availability button, a list of items is shown with their check out status. On that screen it would be great if there was a check box to turn on a filter that would only show the checked in statuses. Currently, the customer sees a very long list of checked out items and may not see the one item that is available to have now.

    8 votes

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    In 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.

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  4. Our Polaris Staff Client has the option to scan a patron's driver's license to autofill their registration information. It would be great for Polaris Leap to also have this feature.

    11 votes

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    In 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.

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  5. We have had multiple patron requests to be able to sort reading history delivered by API by latest added or by title. Currently reading history is displayed with the oldest first which results in a lot of scrolling by the user.

    15 votes

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    In 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.

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  6. It is frustrating that Polaris allows items that have not been received to circulate. There is probably not a connection between the PO status and the item status – but it sure would be nice if there was! We recently had an incident where items were distributed to branches before having been invoiced and received. A few days later when the invoice was processed, the items were all changed to a status of In-Process, even though they had already been checked out or were in a status of Being Held. It was very difficult to correct. One solution would be…

    20 votes

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  7. Since record sets have 2-level deletion, like bibs, items, and authorities, the RecordSets table should have a RecordStatusDate column.

    When using the 2-level deletion to manage record clean-up, it is usual to purge records that have been deleted for a certain amount of time, but without the deletion date it is harder to determine. Because the modification date of deleted record sets is still updated by some actions taken on the records in the set (e.g. merging over a record), the only way to determine the deletion is by querying the transactions database.

    With the record status date added, determining…

    12 votes

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  8. Patrons set up "saved search results" and can receive email notifications on a regular basis.

    Unfortunately the language within those emails are misleading for patrons where the top of the email says "New items of interest at your library" , the middle of the message "The following saved searches returned these new results", but then at the bottom of the email the message says "this search found no new results" (See pictures). When reaching out to customer support reps, they informed us this is hard coded and cannot be changed in sysadmin or language editor.

    In a future upgrade, it…

    8 votes

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  9. Our staff would like the ability to add a quantity along with Amount, Item Barcode, Notes when adding a new Fee Reason to a patrons account.

    3 votes

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  10. When the theme's scss file is edited and compiled, the version parameter on the stylesheet link in the HTML does not update. This means that browsers don't know to pull the updated css from the server if they have it cached, so the css updates won't apply for all users immediately due to browser caching. Here's an example of the line in the HTML with the version parameter:

    <link type="text/css" rel=""https://yourlibrary.org/polaris/custom/themes/theme1/site.css?ver=7.1.14157.0">

    It looks like the version parameter is based on the Polaris version, so I'm guessing it's automatically updated whenever Polaris is upgraded, but that doesn't help for theme adjustments…

    6 votes

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    In 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.

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  11. Create step-by-step instructions and documentation for Polaris Inventory Manager; how to install it, set things up, using record sets, etc. There really is nothing available that we can share with our libraries; there is a webinar on inventory, but it does not really discuss install and set-up.
    The same documentation for inventory via check-in would also be greatly appreciated.

    10 votes

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    In 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.

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  12. We use ChargeBalance, StatisticalClassID and BirthDate with 3rd party vendors to verify if our patrons are eligible to use licensed resources. Currently if I have a 3rd party vendor use PAPI to auth our patrons I would have to have them use PatronBasicDataGet to access this data which also returns personal information I do not want them to have access too. If ChargeBalance, StatisticalClassID and BirthDate were added to PatronValidate then the 3rg party vendors would not have unnecessary access to the full patron record. It may also be beneficial to include the UDF fields, Patron Name and email address…

    4 votes

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  13. It would be a real timesaver if Polaris could automatically convert AACR2 records to RDA records upon import. Even if only partial changes could be made, it would be a big help to our catalogers.

    24 votes

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  14. It would be nice if we could separate the "holds ready for pick up" texts from the "renew" texts and be able to choose if you want one or the other or both. Customers would love to get a text for when their holds come in, but for some, the renewal texts are too much, and the pick up texts get lost in the volume. Then also, have the option to get renewals and/or pick up notices in their email.

    7 votes

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    In 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.

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  15. Hi there! We just had a situation with a patron where several items they returned in the book drop on 6/30 were checked in today 7/5, however they were back-dated to accommodate for the days the library was closed and prevent fees from accruing. But upon viewing the history in Leap for each of those items, the check-in date displays as 7/5 and does NOT show the 5 days back-date, which would've been 6/30. This is very confusing and misleading, as our patron spoke to the owning library about the items and the owning library said 'New Milford checked those…

    6 votes

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  16. Reading history improvements, allow for more then 9,999 and allow reading history to be searchable on staff and patron side.

    16 votes

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  17. Idea Value:
    In Circulation Request Manager include the option to be able to export every ILL Request from every branch location at once. Libraries will benefit from having the export all ILL Requests option, being able to retrieve all ILLs at once, instead of having to select each branch individually and right-click to export each item.

    9 votes

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  18. Being able to set a max limit on the number of holds by material type (or Collection) would be beneficial for items that are perpetually popular but additional copies cannot be purchased.
    I.e. Museum passes - 500 bib level holds limit
    this would also help to ensure hold request does not lapse due to long wait times

    14 votes

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  19. It's currently very easy to see handling details for received INN-Reach and Item level local holds in hold shelf status from the hold request in Leap (by clicking Satisfied By). In these cases, only the item that has filled the request appears. It is NOT at all easy to get to these details for other hold shelf and hold in transit items that originated with a bib-level hold request. When clicking Satisfied By for these requests, you see all items attached to the bib record plus their activity, requiring add'l detective work to narrow down the specific copy that filled…

    15 votes

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  20. I propose that if the patron limitation is zero for a material type check out then the item will not be trapped for the patron. They will stay on the top of the holds list until an item that does not have a material type of zero for that patron type is checked in and trapped. Thus making the material type check out limit of zero a true material type block.

    Background:
    When placing bib holds sometimes items on that bib will have different material types. These different material types will sometimes have limitations on the amount that can be…

    8 votes

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    Ideas that were submitted three or more years ago are archived for future reference.

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