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ILS - Sierra Updated

Ability to update inventory date from "checkin no patron" function

Circulation, Access Services & Fulfillment PLANNED

ILS - Polaris Updated

Edit Half-Deleted Item Records

Cataloging & Metadata Management UNDER REVIEW

ILS - Polaris Updated

Trap hold with first item received

Circulation, Access Services & Fulfillment UNDER REVIEW

ILS - Polaris Updated

Show Due Date for ILLs in Request Manager

Circulation, Access Services & Fulfillment UNDER REVIEW

ILS - Polaris Updated

Expose web-based System Administration APIs

System Administration (incl APIs) UNDER REVIEW

ILS - Polaris Updated

Update Language Field in Item Bulk Change

Acquisitions, Serials & Item/Issue/Inventory Management UNDER REVIEW

ILS - Polaris Updated

Return ItemRecordID in responses to BibHoldingsGet

System Administration (incl APIs) UNDER REVIEW

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85 results found

  1. LX starter provides more notice templates than any libray likely uses.

    At the Super Admin view, you should be able to supress view access to sites for all templates that are not supported by loan rules and or local polices.

    At the site Admin the same should be available - the site admin should be able to suppress the menu items that are not relevant

    All staff should be ablet to organize their own menu view of templates, or default to the edit date.

    15 votes

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  2. Add the ability to create a template specifically for repeated bills. This would allow us to send a different message for a reminder bill than what we sent in the original bill. This is would be similar to how we are able to create different templates for 1st, 2nd, 3rd etc Overdue Notices.

    19 votes

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    UNDER REVIEW  ·  1 comment  ·  Admin →
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  3. The ability to retry sending a notice after you update an email address. I deal with student patron records. We send all notices to the students email accounts - however, after they are no longer a student there student email is shut off. However, many if not all of them have alternative email addresses in their student records. So we could resend the notice to the alt-email.

    19 votes

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  4. Something in LXStarter that might direct staff back to the ILS to troubleshoot or update things not handled directly by LXStarter... for instance the Notices function in Sierra, that determines which notices the ILS will queue up/run.

    Just as a prompt to ensure staff adding or updating notices will know to check that system function during troubleshooting before escalating and sending in a support ticket.

    Like a pop when you publish a notice... Check ILS Notices to ensure this notice is Enabled and Scheduled.

    7 votes

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  5. We'd like to be able to add the expiry date into some of our notices to help patrons be more proactive with their account management.

    17 votes

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    UNDER REVIEW  ·  1 comment  ·  Admin →
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  6. Add notices for Interlibrary loan to LX Starter. Patrons are commonly ignoring ILL pickup notices. A flashier email might grab their attention.

    13 votes

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    UNDER REVIEW  ·  1 comment  ·  Admin →
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  7. Please add essential merge tags—"Reason", "Additional Information", and "Charging Library/Branch"—to the Manual Bill feature in LX Starter for Polaris libraries. These tags are fundamental to our billing processes and are conspicuously absent, impeding our ability to relay comprehensive billing details to patrons as is standard in Polaris' Manual Bill, as per the documentation in Polaris Staff Client Help - Bill a charge manually to a patron account (https://documentation.iii.com/polaris/7.5/Default.htm#PolarisStaffHelp/Patron_Services/PPuseacct/BillChargeManu.htm)

    It's also come to our attention that Sierra libraries are encountering similar issues with missing merge tags, as highlighted in the idea titled "Library Name, Library Address, Branch Name, Branch…

    27 votes

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  8. There's a need for different blocks within the Almost Due / Auto Renew notice.
    The top block should group all the items that failed to renew and are due soon. The second block should group all the items that renewed and are due later.

    73 votes

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  9. Ability to upload fonts under Library Settings, same as images and colours.

    15 votes

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    UNDER REVIEW  ·  1 comment  ·  Admin →
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  10. Particularly important to consortia who have many staff to onboard...

    It would be great to customize the staff login welcome with links to documentation, local contacts and urls.

    4 votes

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  11. Pull DVD artwork for notices using BOTH ISBNs and UPCs

    48 votes

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  12. The key functional feature of the notice templates are merge tags. When sending a test message, the most important thing you would want to be testing is whether merge tags are displaying correctly. However, since dummy data is used in the test notices, the test notices don't allow you to assess if your merge tags are working or not. It would be really nice if test emails could be sent with data pulled from the customer's ILS so we could see if our merge tags were working.

    52 votes

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    PLANNED  ·  6 comments  ·  Admin →
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  13. It would be helpful if LX Starter allowed for patrons to receive checkout receipts via email. Sierra currently supports customizable checkout receipt emails using Due Slip print templates, but these are difficult to work with.

    38 votes

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  14. Allow the option for libraries to have the automated bounced note added to Polaris client patron record when email is hard bounced to be a blocking note. The blocking note alerts staff to verify the email information when the patron is standing in front of them.

    13 votes

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    UNDER REVIEW  ·  1 comment  ·  Admin →
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  15. Please also put a message in the patron account when they mark our email as spam. I think anytime the notice preference is automatically updated by the system, a note should be added.

    31 votes

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  16. When testing the email workflow in LX Starter, the emails are currently sent from vega@iiivega.com. Instead, it would be better to send test emails from the actual email addresses configured for the library.

    This would more fully validate the end-to-end email process and catch any issues before LX Starter is live, as reliable email delivery is critical.

    Benefits:

    1. Tests the full email process from the library's email address
    2. Catches email issues before product launch
    3. Validates reliability of email workflow before sending emails to patrons.

    Suggested Implementation:

    1. Update the LX Starter email test feature to send from the configured library…
    26 votes

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  17. For enhanced privacy, we have configured Polaris Hold Tag to file patron holds under 2 characters of last name, first initial(s) and then last 4 digits of barcode number. We would love to have a merge tag that can pull in the "Hold Tag" template from Polaris that we can title "Filed Under" so patrons will know in advance what information they will need to locate their hold on our shelf.

    6 votes

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  18. Include a Save As option, or some kind of sandbox/testing area in Template Design so users can play around with the notice design and save different versions before publishing.

    25 votes

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    1 comment  ·  Admin →
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  19. 43 votes

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    PLANNED  ·  6 comments  ·  Admin →
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  20. I was informed by support that the new Fines, Bills & Fines, and Manual Fines available in the Sierra version of LX Starter do not allow the use of the merge tags "libraryname, libraryaddress, branchname and branchaddress." There might be other merge tags also not available in these notices. Support said, "the new notice types differ from the original ones in that they do not support the libraryname and libraryaddress merge tags. The product team decided to change the merge tag design when implementing the new notice types. This is an intentional design decision…

    13 votes

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