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  1. Change a 'Lost' status to 'Withdrawn' status (and eventually deleted) and still retain the bill on a patron's account

    14 votes

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    UNDER REVIEW  ·  2 comments  ·  ILS - Polaris » Circulation, Access Services & Fulfillment  ·  Admin →
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    AdminSamantha Quell (Admin, Innovative) commented  · 

    There is an administration setting that will transition the status automatically: https://documentation.iii.com/polaris/7.6/Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPitems/Set%20up%20lost%20item%20transition%20to%20missing%20or%20withdrawn.htm?Highlight=lost%20item%20transition

    Have you tried using this setting?

  2. Collection Agency Reporting by Item Library - Only block patron once

    3 votes

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    UNDER REVIEW  ·  1 comment  ·  ILS - Polaris » Customer Relationship & Account Management  ·  Admin →
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    AdminSamantha Quell (Admin, Innovative) commented  · 

    Just a quick comment that the reason a patron can receive multiple collection agency blocks when you are reporting by item branch is because they will have a block for each of the libraries that reports them to collections. In theory, all the blocks would be cleared automatically when the patron balance is paid down to $0. If that is not happening, there may be a bug.

  3. Reading History

    7 votes

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    UNDER REVIEW  ·  2 comments  ·  ILS - Polaris » Circulation, Access Services & Fulfillment  ·  Admin →
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    AdminSamantha Quell (Admin, Innovative) commented  · 

    Can you elaborate on the ILL use case here? I'd like to better understand the workflow you're trying to prevent.

    It is a feature of Polaris Outreach Services to display a prompt when a patron attempts to check out an item they have already circulated (based on their reading history). This will display for all patrons with ORS enabled in their record. If you are not using ORS today, you could try enabling this checkbox for your patrons as a workaround to see how the existing dialog works for you.

  4. Leap lockouts due to incorrect password entry should have a unique error message

    17 votes

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    UNDER REVIEW  ·  2 comments  ·  ILS - Polaris » Circulation, Access Services & Fulfillment  ·  Admin →
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    AdminSamantha Quell (Admin, Innovative) commented  · 

    Emma - Can you clarify if you're using Leap with the standard authentication method or the OAUTH authenitcation method? This may impact the error data available to Leap.

  5. Duplicate detection action on PO in LEAP

    16 votes

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    UNDER REVIEW  ·  1 comment  ·  ILS - Polaris » Acquisitions, Serials & Item/Issue/Inventory Management  ·  Admin →
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    AdminSamantha Quell (Admin, Innovative) commented  · 

    I modified this enhancement description slightly after a library reached out to me about it being closed. When I first read the enhancement, I thought it referred to the duplicate detection dialogs that appear when creating/editing POLI on an order. This functionality is in Leap, so I thought there might be a bug. I now understand what's missing is an action on the PO workform that allows you to check for duplicates outside for creating/editing the line items. This functionality is not yet available. I've reopened this enhancement and set it to under review status.

  6. Accessibility Shortcuts in Leap

    69 votes

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    PLANNED  ·  6 comments  ·  ILS - Polaris » System Administration (incl APIs)  ·  Admin →
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    AdminSamantha Quell (Admin, Innovative) commented  · 

    As part of the MEEP process, we've determined this enhancement will cover shortcuts for the following: closing workforms, returning to results, opening the workform tracker, print, opening the new menu and opening the utilities menu.

    Enhancements should be opened for other specific use cases not covered here.

  7. Ability to select multiple items/chunks of items in LEAP

    85 votes

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    PLANNED  ·  4 comments  ·  ILS - Polaris » Cataloging & Metadata Management  ·  Admin →
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    AdminSamantha Quell (Admin, Innovative) commented  · 

    For the annual enhancements voting, this idea was submitted specifically for the find tool and record sets. I see some comments about multi-select in other areas. Please enter separate enhancements for those so we don't lose sight of them.

  8. Auto-Split Record Sets Based on Recommended sizes for bulk changes

    26 votes

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    FUTURE POSSIBILITIES (IDEA LAB)  ·  1 comment  ·  ILS - Polaris » Acquisitions, Serials & Item/Issue/Inventory Management  ·  Admin →
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    AdminSamantha Quell (Admin, Innovative) commented  · 

    Now that the bulk change process for item and patron record sets in Leap is asynchronous in Polaris 7.6, It would be great if some libraries could try performing larger bulk changes in Leap to help identify if this is still needed for the bulk change scenario.

    There are other enhancements covering requests for features like "load all" instead of the "more" action. Record sets will continue to load with only the first 250 rows so that the initial workflow load is fast and then the user can decide if loading all records within the record set is necessary. But in Polaris 7.7 we plan to make the "load all" process easier.

  9. Damaged Transition

    20 votes

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    UNDER REVIEW  ·  2 comments  ·  ILS - Polaris » Acquisitions, Serials & Item/Issue/Inventory Management  ·  Admin →
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    AdminSamantha Quell (Admin, Innovative) commented  · 

    Just a clarification question - are you using the new Damaged status and declare damaged feature from Polaris 7.5? Or is this a customized status with a "Damaged" description?

  10. Record Set Link Generator

    9 votes

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    UNDER REVIEW  ·  1 comment  ·  ILS - Polaris » Discovery & OPAC  ·  Admin →
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    AdminSamantha Quell (Admin, Innovative) commented  · 

    Can you clarify what custom URL you're using today? Is this about deep linking to record sets in PAC?

  11. (SMS - Cirriusimpact) Allow for Almost Due / Auto-renew to patrons by phone

    11 votes

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    UNDER REVIEW  ·  4 comments  ·  ILS - Polaris » Customer Relationship & Account Management  ·  Admin →
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    AdminSamantha Quell (Admin, Innovative) commented  · 

    Two quick comments. First, because the integration leverages our existing export notices feature, I would expect adding reminder notices to the export files would apply to any vendor the library is using that consumes those files.

    Second, there was another idea related to reminder notice exports which I have merged into this idea. The original idea comments can be seen below. It mentioned duplicate notices if exporting to a vendor, but that is not possible through supported channels for exporting notices. Since Polaris currently does not export these notices, they will not be included in the export file we provide and Polaris will continue to send them. (I can confirm MessageBee does not receive or send reminder notices and it is a desired enhancement for them).

  12. Create Bib Record Set by uploading file of Control #s

    55 votes

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    FUTURE POSSIBILITIES (IDEA LAB)  ·  2 comments  ·  ILS - Polaris » Cataloging & Metadata Management  ·  Admin →
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    AdminSamantha Quell (Admin, Innovative) commented  · 

    We plan to have a partial implementation of this in Polaris 7.6 with the ability to add to a bib record set by ISBN.

  13. Upload patron barcodes into a record set

    23 votes

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    FUTURE POSSIBILITIES (IDEA LAB)  ·  1 comment  ·  ILS - Polaris » Customer Relationship & Account Management  ·  Admin →
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    AdminSamantha Quell (Admin, Innovative) commented  · 

    This was a previous Idea Lab challenge winner that was not migrated to Idea Exchange. I'm adding it now to support voting for the new enhancement process.

    AdminSamantha Quell (Admin, Innovative) shared this idea  · 

  14. Make it possible to create a record set from Saved Reports in Simply Reports

    61 votes

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    PLANNED  ·  4 comments  ·  ILS - Polaris » Reporting & Analytics  ·  Admin →
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    AdminSamantha Quell (Admin, Innovative) commented  · 

    Saved and Scheduled!

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    AdminSamantha Quell (Admin, Innovative) commented  · 

    This was a previous Idea Lab challenge winner that was not migrated to Idea Exchange. I'm adding it now to support voting for the new enhancement process.

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    AdminSamantha Quell (Admin, Innovative) commented  · 

    Allow saved and scheduled SimplyReports to create new record sets so that reports run on a regular basis can generate a record set of results for libraries to review.

    AdminSamantha Quell (Admin, Innovative) supported this idea  · 

  15. Bulk Edit Patron/Material Type Loan Limits

    16 votes

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    FUTURE POSSIBILITIES (IDEA LAB)  ·  3 comments  ·  ILS - Polaris » System Administration (incl APIs)  ·  Admin →
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    AdminSamantha Quell (Admin, Innovative) commented  · 

    This was a previous Idea Lab challenge winner that was not migrated to Idea Exchange. I'm adding it now to support voting for the new enhancement process.

    AdminSamantha Quell (Admin, Innovative) shared this idea  · 

  16. Bulk change POLI segments

    29 votes

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    FUTURE POSSIBILITIES (IDEA LAB)  ·  2 comments  ·  ILS - Polaris » Acquisitions, Serials & Item/Issue/Inventory Management  ·  Admin →
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    AdminSamantha Quell (Admin, Innovative) commented  · 

    This was a previous Idea Lab challenge winner that was not migrated to Idea Exchange. I'm adding it now to support voting for the new enhancement process.

    AdminSamantha Quell (Admin, Innovative) shared this idea  · 

  17. Preferred ISBN/UPC on PO Creation

    35 votes

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    FUTURE POSSIBILITIES (IDEA LAB)  ·  8 comments  ·  ILS - Polaris » Acquisitions, Serials & Item/Issue/Inventory Management  ·  Admin →
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    AdminSamantha Quell (Admin, Innovative) commented  · 

    This was a previous Idea Lab challenge winner that was not migrated to Idea Exchange. I'm adding it now to support voting for the new enhancement process.

    AdminSamantha Quell (Admin, Innovative) shared this idea  · 

  18. Bulk update held until dates

    27 votes

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    FUTURE POSSIBILITIES (IDEA LAB)  ·  3 comments  ·  ILS - Polaris » Circulation, Access Services & Fulfillment  ·  Admin →
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    AdminSamantha Quell (Admin, Innovative) commented  · 

    This was a previous Idea Lab challenge winner that was not migrated to Idea Exchange. I'm adding it now to support voting for the new enhancement process.

    AdminSamantha Quell (Admin, Innovative) shared this idea  · 

  19. PAC: Banner message for closures

    31 votes

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    FUTURE POSSIBILITIES (IDEA LAB)  ·  5 comments  ·  ILS - Polaris » Discovery & OPAC  ·  Admin →
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    AdminSamantha Quell (Admin, Innovative) commented  · 

    This was a previous Idea Lab challenge winner that was not migrated to Idea Exchange. I'm adding it now to support voting for the new enhancement process.

    AdminSamantha Quell (Admin, Innovative) shared this idea  · 

  20. Block patrons from putting holds on items they already have checked out

    18 votes

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    UNDER REVIEW  ·  2 comments  ·  ILS - Polaris » Circulation, Access Services & Fulfillment  ·  Admin →
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    AdminSamantha Quell (Admin, Innovative) commented  · 

    As people see this enhancement request, please comment. There is a request under Vega Discover right now asking for the ability to place holds on items out (https://ideas.iii.com/admin/v3/ideas/46756351), while this request is asking us to restrict them. So there is clearly a need for configuration to support different library policies. Having comments on different library policies would be very helpful.

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