Settings and activity
113 results found
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29 votes
An error occurred while saving the comment An error occurred while saving the comment 
Wes Osborn
commented
Although I know this would be more steps than happen today, I think that it is not an unusual flow for most accounts that people establish these days and would ultimately benefit both the patron with being assured they can get their notices and the library for having a better reputation for sending notices and lower costs (SMS/texts) for making sure those notices get through.
Wes Osborn
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18 votesWes Osborn
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44 votesWes Osborn
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An error occurred while saving the comment Wes Osborn
commented
Summary:
It would be extremely useful to have a “Show SQL” button available for both ad-hoc and saved reports in SimplyReports.Background and Problem:
There are currently well-known workarounds that allow users to view or reconstruct the SQL generated by a report, but they’re tedious and confusing. These methods often involve extra steps like exporting report definitions or view the page source after a scary Reload warning message.Proposed Solution:
Add a “Show SQL” button directly in the report interface—both for ad-hoc reports and saved reports. When clicked, it would display the underlying SQL that SimplyReports is generating for that report.Benefits:
• Faster customization: Users could take the generated SQL and adapt it for their own use cases that SimplyReports doesn’t natively support.
• Integration with other tools: Users could copy the SQL and use it in external systems like FindTool SQL searches or other analytical environments.
• Reduced support burden: Empowering users to self-serve their SQL needs would reduce the number of requests for special report modifications.Additional Considerations:
• Ideally, it should be formatted for readability.
• An optional download or copy-to-clipboard feature would enhance usability even further.Keywords for searching: Simply Reports
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32 votes
An error occurred while saving the comment 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.
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13 votesWes Osborn
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20 votes
An error occurred while saving the comment Wes Osborn
commented
I like this idea. I'm sure there is enough room to include the control numbers below the current icons.
Wes Osborn
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81 votes
An error occurred while saving the comment 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.
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10 votesWes Osborn
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54 votes
An error occurred while saving the comment 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.
Wes Osborn
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53 votes
An error occurred while saving the comment 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 :)
Wes Osborn
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37 votesWes Osborn
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17 votesWes Osborn
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An error occurred while saving the comment 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
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18 votes
An error occurred while saving the comment 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.
Wes Osborn
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15 votes
An error occurred while saving the comment 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.
An error occurred while saving the comment 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.
Wes Osborn
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31 votes
An error occurred while saving the comment 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.
Wes Osborn
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7 votesWes Osborn
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30 votesWes Osborn
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29 votes
An error occurred while saving the comment 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.
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10 votesWes Osborn
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106 votes
An error occurred while saving the comment 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!
Wes Osborn
supported this idea
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Per "T's" comment - another option like sending an immediate test "Let us know if you got this text/email/phone call" could be another good approach that ensures that the notification method works without requiring the confirmation loop. And since it would be done by staff initiating something on the patron account it would allow for a more controlled rollout.