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  1. 30 votes

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    Wes Osborn commented  · 

    For the original poster, in case you are primarily looking to use this with Outreach patrons, this is a feature of the ORS module: https://documentation.iii.com/polaris/7.8/Default.htm#PolarisStaffHelp/Patron_Services/PPoutreach/Check_out_items_from_the_pick_list.htm

    It would be nice to see this expanded to other record types if a library wanted.

  2. 13 votes

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    Wes Osborn supported this idea  · 
  3. 18 votes

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    Wes Osborn commented  · 

    I like this idea. I'm sure there is enough room to include the control numbers below the current icons.

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  4. 81 votes

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    Wes Osborn commented  · 

    Given that we don't use pronouns on any notices, the upcoming Patron Alert feature might help for this: https://portal.productboard.com/iii/6-innovative-product-status-board-new/c/1056-patron-alert-note-

    Though that field would not be patron updatable, which I would assume would be the preference for most people.

  5. 30 votes

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    Wes Osborn commented  · 

    Specifically the issue here in leap seems to be looking for SOME sort of delimiter. So, 614.837.8533 will match 614-837-8533 but 6148378533 will NOT match either of those.

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  6. 10 votes

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  7. 50 votes

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    PLANNED  ·  22 comments  ·  Vega Discover  ·  Admin →
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    Wes Osborn commented  · 

    This is a critical blocker. If it is not possible to use the Polaris patron id, then as a workaround, there should at least be some sort of transfer or migration service that could be run at least on an account by account basis to merge the old lists into the new account.

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  8. 51 votes

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    Wes Osborn commented  · 

    This would be super helpful. I'm also adding in the keyword "audit" to make this easier for myself to find in the future :)

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  9. 35 votes

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  10. 15 votes

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    Wes Osborn supported this idea  · 
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    Wes Osborn commented  · 

    This seems to be a common issue across various parts of the Leap framework that could lead to data loss (see: https://ideas.iii.com/forums/951742-ils-polaris/suggestions/49250999-leap-doesn-t-save-or-prompt-to-save-notes-when-you ). Leap should be looking for these types of instances, this is common browser behavior: https://stackoverflow.com/a/7317311

  11. 17 votes

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    Wes Osborn commented  · 

    It would be SUPER to be able to get a better handle on who is authenticating.

    Or, we'd also be fine with recording the API key used in the transaction database when a patron validates. Since those would be required, we'd always have access to the information.

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  12. 14 votes

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    Wes Osborn commented  · 

    In discussions with Innovative, part of this comes down to the question of do you want to allow certain functions to be "overrideable". I would argue for cataloging records, we do not want to allow any overrides, but others might feel differently and should chime in via the comments with their ideas.

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    Wes Osborn commented  · 

    Most staff do not understand it when the override dialog pops up and they end up putting in their own account information again or opening up a ticket.

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  13. 31 votes

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    Wes Osborn commented  · 

    I might quibble a bit with the "Deny" option, but I really like the idea in General and it might pair well with: https://ideas.iii.com/forums/951742-ils-polaris/suggestions/50192763-putting-hindered-holds-more-prominent-so-all-holds

    Sometimes it seems like hold processing is the only thing we can get staff to consistently process.

    All this is to ultimately benefit the patron by moving requests and items more quickly through the system.

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  14. 7 votes

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  15. 30 votes

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    Wes Osborn supported this idea  · 
  16. 25 votes

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    Wes Osborn commented  · 

    What specifically are you attempting to do with the comparison? Get a list of records from one that isn't in the other or vice-versa? It might be better to do some searches to provide you with the results that you're looking for.

  17. 10 votes

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    Wes Osborn shared this idea  · 
  18. 105 votes

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    Wes Osborn commented  · 

    With Excel online not being able to parse the current files this is becoming a bigger and bigger issue. At least allowing for CSV as an output type would really help!

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  19. 7 votes

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  20. 29 votes

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    Wes Osborn commented  · 

    While this would certainly be an improvement and would offer clearer signaling and a better UI for staff, we accomplish something similar by limiting permissions for system level owned record sets so that they can't be deleted.

    I think one consideration here is that if you could still go through and remove every record from the record set, what benefits do you get by being able to keep the record set "shell" in place?

    In our case, we need the shell because we have some automation around handling bounce backs and some tooling for an automated holds service, but I suspect that other folks wouldn't have such automations in place.

    Again, I would like to see this, but if you struggle with this today you might consider doing some permissions finagling to see if you could get yourself part (most) of the way there today.

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