Settings and activity
40 results found
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11 votes
An error occurred while saving the comment -
8 votes
An error occurred while saving the comment 
AdminSamantha Quell
(Admin, Innovative)
commented
Polaris currently indexes the 024 tags under the UPC number access point. You should be able to use that access point as a workaround.
An error occurred while saving the comment AdminSamantha Quell
(Admin, Innovative)
commented
Kristen - Can you elaborate on where you are trying to search? The Find Tool should have options for these tags and the global search will include these tags if they are included in your keyword index.
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21 votes
An error occurred while saving the comment AdminSamantha Quell
(Admin, Innovative)
commented
Joyce - Can you help me understand the problem you're having associated with $2 validation?
When I look at our MARC Validation tables, we are already validating the $2 in 650 and 655 tags. So I'm guessing there's something else at play here beyond basic validation/authority control.
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14 votes
An error occurred while saving the comment AdminSamantha Quell
(Admin, Innovative)
commented
Sarah - Are they clicking on the subject heading from the PAC preview? Within Leap, if the user is viewing a bibliographic record and looking for similar subjects, the Headings view might be a better option than the PAC Preview view. From the Headings view, they can see all the subjects listed on the bibliographic record and clicking on them will open the authority record with all linked bibliographic records. Unless staff don't have access to view the authority records? (Which might explain the PAC workaround).
An error occurred while saving the comment AdminSamantha Quell
(Admin, Innovative)
commented
Ashley- Can you elaborate more on what the desired behavior is here? Describe what the workflow might look in an ideal world. Are you thinking a browse option in the Find Tool?
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3 votes
An error occurred while saving the comment AdminSamantha Quell
(Admin, Innovative)
commented
We've discussed this issue a few times with support and I think there have been some syncing issues/delays between the systems. I'm going to set this idea to "Under Review" but there is still a chance there's a bug here somewhere (on either side), rather than an enhancement.
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22 votes
An error occurred while saving the comment AdminSamantha Quell
(Admin, Innovative)
commented
Polaris provides these kinds of prompts today if a patron is marked as an outreach services patron. If they check out a title that is already in their reading history, staff will see a pop-up that says the patron has already borrowed this title and ask if they want to borrow it again.
Has this configuration for patrons already been tried? Or is there a reason a separate options is needed?
An error occurred while saving the comment 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.
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70 votes
An error occurred while saving the comment AdminSamantha Quell
(Admin, Innovative)
commented
Since so many of the comments here are mentioning table sorting, I just wanted to point out this enhancement is focused on whether the Find Tool search returns results both with/without the initial articles during exact match searching.
There was a bug for line item sorting (POL-18365), which was fixed in Polaris 7.7.
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14 votes
An error occurred while saving the comment AdminSamantha Quell
(Admin, Innovative)
commented
I just want to clarify the problem scenario. Are the items going into in-transit status before staff realize they are damaged? Is this enhancement about allowing more item statuses to be supported in the damaged item check in screen?
Since there is a dedicated permission for damaged item check in, I assume from the description that staff would be able to set the item to damaged status without a problem if the item was still in "Out" status.
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19 votes
An error occurred while saving the comment AdminSamantha Quell
(Admin, Innovative)
commented
Just a quick update that we added SA settings to support automatically purging import reports as part of Polaris 7.8, so this enhancement can focus on a similar option for bulk change reports.
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7 votes
An error occurred while saving the comment AdminSamantha Quell
(Admin, Innovative)
commented
Can you provide more details on how you're hoping to harvest the item record IDs via the API? For example, are you trying to lookup all items associated with eBook bibs?
There may be another path to getting this information through the protected/sync endpoints.
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14 votes
An error occurred while saving the comment AdminSamantha Quell
(Admin, Innovative)
commented
This was part of the initial design, but was flagged as a security concern and removed. Several libraries did not want staff to be able to export patron data from record sets that were essentially invisible (since only the owner could see them). Therefore, the export option was only added to organization owned record sets.
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31 votes
Just to set expectations, our strategy at this time is for users to access reports through the SSRS portal. As Eleanor mentioned in her comment, we are adding customizable menu options to Leap in 7.5 with the intent that they be used to link users to the reporting interface.
An error occurred while saving the comment AdminSamantha Quell
(Admin, Innovative)
commented
Just to be clear, all reports (including custom reports) that are accessible from the windows client can be made accessible from SSRS and linked to from Leap.
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72 votes
An error occurred while saving the comment AdminSamantha Quell
(Admin, Innovative)
commented
Just a quick comment that undo/redo actions are working per cell in Leap with ctrl+z and ctrl+y. The gap is trying to perform multiple undos between different tags. For example, if you edited 4 different tags, ctrl+z currently would only undo your last tag change (the field you're currently in).
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14 votes
An error occurred while saving the comment AdminSamantha Quell
(Admin, Innovative)
commented
Have you tried using the bulk reset due date feature on item record sets?
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19 votes
An error occurred while saving the comment AdminSamantha Quell
(Admin, Innovative)
commented
I'm moving this enhancement to the INN-Reach section. Right now, the D2IR APIs that the Polaris/INN-Reach integration use do not include any prices. From the Polaris side, we'd need the INN-Reach system to accept, store, and pass the item price in order to populate it in the temporary item records.
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7 votes
An error occurred while saving the comment AdminSamantha Quell
(Admin, Innovative)
commented
For those coming across this idea, please comment on if you'd like this behavior or if you'd like to see it behind a configuration setting. I know a lot of Polaris holds logic was designed so requests could be placed and "wait for an item" but I can see the flip side of not wanting the patron to wait for an item that will never come.
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5 votes
An error occurred while saving the comment AdminSamantha Quell
(Admin, Innovative)
commented
Mike - Can you clarify when you'd like to hear this alert? Leap does have some alerts/sounds in circulation workflows. Are you asking for that alert noise to be played for every red toast? Every yellow toast? Something else?
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153 votes
An error occurred while saving the comment AdminSamantha Quell
(Admin, Innovative)
commented
This idea is outside of our agreed upon Idea Graduation Workflow, but because it was just raised in the most recent rount of MEEP voting, I'm going to keep it open for another cycle. Moving to "Under Review" status.
An error occurred while saving the comment AdminSamantha Quell
(Admin, Innovative)
commented
We had two separate ideas related to better handling of display items that I have merged into this single request. It is still to be determined exactly how this workflow will be improved (a status, automatic updates on location), but this idea now combines all the votes, comments, feedback for both so we can consider the best path forward.
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17 votes
An error occurred while saving the comment 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?
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4 votes
An error occurred while saving the comment 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.
Pam - Can you clarify which find tools you'd like to use for these access points? I'm assuming item records, but wanted to verify since that find tool already includes material type and statistical class.