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17 results found

  1. Currently, when staff update their library's Dates Closed table for a single date in the future they are required to select/enter the same date in both the Dates Closed and the Until fields.

    While it is just a couple additional clicks, having the Until field auto-populate with the same date that staff have selected/entered in the Date Closed field would improve the end user experience when they are entering a number of single dates at once.

    2 votes

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  2. If you use a third-party service like MessageBee or Shout Bomb to deliver your text notices, Polaris must FTP export your notices to the third-party (or something similar).

    Polaris considers auto-renewals "reminders" not "notices" so they are not included in the FTP export that you set up through SA. This means there's no good way to shut off their export from System Administration. Patrons wind up with double auto-renewal notices - one from the third-party and another from Polaris.

    I'd like the ability to include auto-renewals in FTP export from System Administration to prevent sending double texts to our patrons.

    3 votes

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  3. Currently we have to send patrons from our websites to the PAC if they need to reset their passwords. It would be great if there was an API call for this, as it's disruptive to the patron experience to have to send them to another site.

    The suggested functionality would reflect the PAC experience: once they enter a barcode, a password reset email would be sent to the email address on the account.

    14 votes

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  4. We have had multiple patron requests to be able to sort reading history delivered by API by latest added or by title. Currently reading history is displayed with the oldest first which results in a lot of scrolling by the user.

    10 votes

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  5. Since record sets have 2-level deletion, like bibs, items, and authorities, the RecordSets table should have a RecordStatusDate column.

    When using the 2-level deletion to manage record clean-up, it is usual to purge records that have been deleted for a certain amount of time, but without the deletion date it is harder to determine. Because the modification date of deleted record sets is still updated by some actions taken on the records in the set (e.g. merging over a record), the only way to determine the deletion is by querying the transactions database.

    With the record status date added, determining…

    8 votes

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  6. We use ChargeBalance, StatisticalClassID and BirthDate with 3rd party vendors to verify if our patrons are eligible to use licensed resources. Currently if I have a 3rd party vendor use PAPI to auth our patrons I would have to have them use PatronBasicDataGet to access this data which also returns personal information I do not want them to have access too. If ChargeBalance, StatisticalClassID and BirthDate were added to PatronValidate then the 3rg party vendors would not have unnecessary access to the full patron record. It may also be beneficial to include the UDF fields, Patron Name and email address…

    3 votes

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  7. Currently, staff modifications to patron registration including card renewal do not update the Patron Last Activity Date (LAD). As more libraries move towards long or no expiration periods, LAD becomes even more important for patron database maintenance. We have seen cases in which patrons renew their card without any additional activity resulting in their record being purged during cleanup. Including renewal and/or extending the card expiration period in LAD will better allow libraries to track patron engagement.

    13 votes

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  8. The API currently doesn't have a way to add a fee to a patron account. The use case where we'd want this is that we use a third party for online self-registration. They offer t he ability to differentiate between resident and non-resident accounts, but to use the non-resident option, we'd need to have a fee added when the account was created.

    4 votes

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  9. The Polaris Leap login screen consists of two text fields, a button, and a low resolution PNG floating upon an ocean of #CCCCCC. It is, in a word, boring. There are no easy customization options offered that allow a library to give it the look and feel that they want, save for one option that will change the colour of the menu bar. Now, granted, if you have a staff member with some web coding knowledge, they can modify the Leap CSS and replace some images to give things a spruce up. Five lines of code and a fresh image…

    23 votes

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  10. I'm specifically looking for a great integration between the cataloging tool BTCat and Polaris.

    Libraries use tools like BTCat and Skyriver to search for new bib records and update/edit existing records. After making changes, the records currently have to be exported from the cataloging software, then imported into Polaris. These tools have the ability to "push" records into other ILS systems, skipping the need for a manual export/import of records. Adding this functionality would aid libraries in transitioning away from the Polaris desktop client (as bibliographic editing in Leap is a tedious process, at best).

    17 votes

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  11. Currently, the PAC override password, available in Profiles -> PAC -> Patron Access Options -> Log In tab, is a static, set and forget password. Often, that password is indeed forgotten because it's not used all that often. However, when it is used, there's a good reason for it. I believe this remains useful functionality, but I also believe that a static, universal patron access password is a security issue for patrons and staff alike.

    My idea is that, if an ILS Admin needs a PAC override password to troubleshoot an issue on the PAC or within Vega, then one…

    8 votes

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  12. Currently if we need to change the branch we're logged into in Leap we need to sign-out and log back in. This can be disruptive if we have records opening we're working with that would then need to be re-opened. It would be handy if there was a way to do this without signing-out and back in, in a way that would allow records to remain open.

    Admittedly I don't think this would be helpful for the majority of staff, likely more administrative roles that need to perform activity across a range of branches. But it would be a nice…

    28 votes

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  13. Right now we can only take online payments with PayPal. Our jurisdiction wants to use Interware. Please consider adding that API. Details attached.

    1 vote

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  14. Currently deleting older Import Reports and Bulk Change Reports is manual and can be very time consuming. Our consortium has generated a lot over time, and even once we get through the backlog it would be onerous to keep up with regular activity. It would be handy if there was a process that could run on the back-end deleting these, so managing a backlog doesn't need to be a concern.

    I picture the process being optional, and deleting the reports based on age (older than X number of weeks/months/years). The process would run overnight, and would ideally be built to…

    13 votes

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  15. In a PAPI response, include the field "CollectionExempt" found in the PatronRegistration record. Likely PAPI candidate is the PatronBasicDataGet response.

    4 votes

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  16. A customer contacted us recently and asked if we could possibly add a feature where lists can be sorted alphabetically by title. Since this functionality isn't currently available in the API, I wonder if it could be added?

    Mark W. Jarrell
    mjarrell@richlandlibrary.com
    Web Applications Developer | Richland Library
    1431 Assembly St. | Columbia, SC 29201
    Access Freely at RichlandLibrary.com.

    9 votes

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  17. We have had several library members ask why there are not capable of printing their reading history from their account in Polaris. It would be great if there was a print button at the top of their reading history. Can this be be added?

    Idea Value
    Very helpful for the elderly. They prefer a hard copy and/or have to wait for a family member to visit to show them their reading history.

    34 votes

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https://ideas.iii.com/forums/951742-ils-polaris?category_id=461392&status_id=5376031
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