Settings and activity
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14 votes
Sarah St. Martin
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10 votesSarah St. Martin
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14 votes
An error occurred while saving the comment Sarah St. Martin
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11 votes
An error occurred while saving the comment Sarah St. Martin
commented
We need an alert as well. Our libraries will not implement Dated Notes until there is some indication that there is a note without having to click into it.
Sarah St. Martin
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5 votes
An error occurred while saving the comment Sarah St. Martin
commented
We are looking at implementing Dated Notes but that block/note for merged patrons would need to be in the Dated Notes first. The idea of an administrative setting to choose where to add the merge note is preferable, so that if we switch that information would only exist in one place. If we disable the classic notes and that migrated note appears there (whether alone or in addition to the dated notes), the "Patron has notes" block still appears, and staff would not be able to access that classic note to delete the content which would remove that block unless they log into the client, which not all circulation staff have access to.
Sarah St. Martin
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15 votesSarah St. Martin
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17 votesSarah St. Martin
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21 votesSarah St. Martin
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17 votes
An error occurred while saving the comment Sarah St. Martin
commented
We just had an instance where being able to quickly identify the number of items after releasing a PO is important. A library was missing an item when the order arrived, even though the bib was linked to the POLI. There's no good way to tell what happened, and even though I've never seen Polaris not create an item when releasing a PO (if that option is selected), the library does not think they accidentally deleted or moved it. Going forward I advised them to check the item view after releasing a PO to ensure items were created based on the number ordered. However, manually counting the lines takes a lot of time for larger orders. Having a count on both the bib and item views would really help for quick checks.
Sarah St. Martin
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25 votesSarah St. Martin
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25 votesSarah St. Martin
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17 votesSarah St. Martin
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17 votesSarah St. Martin
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17 votesSarah St. Martin
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40 votesSarah St. Martin
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9 votes
An error occurred while saving the comment Sarah St. Martin
commented
Our catalogers use this all the time in the client, and it's a factor in them not using Leap for creating POs.
Sarah St. Martin
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25 votesSarah St. Martin
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36 votesSarah St. Martin
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14 votesSarah St. Martin
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24 votesSarah St. Martin
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Our libraries have thousands of notes to migrate. We would like to switch to Dated Notes, but this is a daunting task for them. They will need to manually copy/paste them into a new Dated Note, which is quite laborious. Due to the nature of these notes, there are very few that are the same wording to take advantage of bulk adding. If they could be migrated, it would be great if the Note date was migrated as well. With manually moving them they will have the current date.