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ILS - Polaris

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ILS - Sierra Updated

Improving loan history

Circulation, Access Services & Fulfillment UNDER REVIEW

ILS - Sierra Updated

Add New Patron Block Based On # of Items Claimed Returned

Circulation, Access Services & Fulfillment UNDER REVIEW

ILS - Sierra Updated

Increase Invoice Cap

Acquisitions, Serials & Item/Issue/Inventory Management UNDER REVIEW

ILS - Sierra Updated

Spending Limit Pop-Up

Acquisitions, Serials & Item/Issue/Inventory Management UNDER REVIEW

ILS - Sierra Updated

Staff activity log

System Administration (incl APIs) UNDER REVIEW

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81 results found

  1. The add from file feature in patron record sets should allow importing by patron barcode in addtion to patron ID.

    18 votes

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  2. Allow multiple selections of Organizations & Patron Codes to populate Material Type list (lower table) on the Patron / Material Type Loan Limit Blocks, Policy Table.

    13 votes

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  3. To be able to select multiply purchase order line segments and make a bulk change to a particular field, (eg. coll. code, fund code) Sometimes an error occurs in the import process and each line has to be populated manually. It would be amazing to be able to select an entire column and make the change.

    25 votes

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  4. When constructing an order, the latest ISBN from the bib record is used. It would be helpful if instead, the vendor could put the preferred ISBN/UPC into the 970 and when the PO was built, that PO number could be pulled from the 970 for the library rather than displaying a red exclamation and requiring the staff to manually check the PO to make sure Polaris selected the proper ISBN/UPC from the order record.

    31 votes

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  5. The ability to bulk change Held Until dates would allow library staff to perform this task themselves in a timely manner, rather than having to submit a ticket to Innovative.

    27 votes

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  6. Libraries need a way to quickly alert communities to closures during an emergency across all PAC pages. A banner appears across all pages of the PAC and is easily edited. 

    23 votes

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  7. The "Recent" tab in the Leap Workform Tracker lists recently-accessed patron, item, and bibliographic records. Now that additional record types are available in Leap, it would be helpful to have additional record types listed in the "Recent" tab, including but not limited to:InvoicesPurchase OrdersRecord Sets

    Idea Value
    The "Recent" tab in the workform tracker is a helpful tool that allows staff to easily reopen records that have been recently closed. Adding additional record types to the recent tab would be helpful for all staff, especially technical services staff that are transitioning to Leap.

    54 votes

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  8. Many of the keyboard shortcuts that are in the Polaris client are not found in Leap. This is harder for people with difficulties switching between the keyboard and mouse. We have a user who would love to have access to these keyboard shortcuts in leap that, if turned on or added, would make Leap linking much more intuitive and ergonomic.

    The staff member said:

    • Ctrl-S would be fantastic
    • A shortcut to simply close a record, as exists in the form of Alt-F4 in Polaris.

    Those are the big ones.

    Any others that can be turned on or created specifically for…

    64 votes

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  9. I'm repeatedly finding instances where a patron is missing their registration date. At first, I thought it was migrated data, but after updating those records, I discovered it happening over and over. Please prevent the registration date from being deleted.

    Idea Value
    We have some third-party applications that break if there isn't a registration date. Also, we use that date for statistics and to narrow down results.

    28 votes

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  10. When conducting a PowerPAC search using the "limit by" feature to select one's home library and combining that with the "available now" facet, the implication is that only the items at one's home library will show up. That is not the case, as available items at all consortium libraries display in the results. Although it is possible to achieve the desired results by selecting the local library under the "assigned branch" facet, this is not very intuitive for library patrons.

    We would like to see the "available now" facet in PowerPAC split into two options for libraries in consortiums. One…

    22 votes

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  11. Currently the picklist processing report is as-is with no options to modify.

    We've found it would be helpful for our library to have the last activity date to display when printing the picklist as items may have been returned within the last few days and on their way to being re-shelved or possibly on shelf for years & actually missing. Thinking others may have additional fields that would be of use to them as well.

    It would be a helpful enhancement for staff to have the ability to choose additional fields to customize & re-arrange the columns on the picklist…

    36 votes

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  12. Currently item barcodes are not included on the billing notices. We double check the shelves for billed items prior to mailing the bill to the patron. Often we have multiple copies of the item. To ensure that the bill is accurate and the items are truly missing, we have to take the other copies to the circulation desk and double check their status. This is time consuming, inefficient and occurs frequently. Item barcodes are include on the overdue notices. I would like to see them included on the billing notice too.

    Idea Value
    This would simplify the workflow, reduce staff…

    45 votes

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  13. From time to time, we have need to place all items on a record set on hold to call them in for a specific purpose. It would be great to have the ability to select all or some items within a record set and click a place hold button and then have the option to move the request for each of these items to the top of queue.

    Idea Value
    This would make functions so much faster and easier. For example, right now, I need to place item level holds on a couple dozen checked out items to inspect them…

    80 votes

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  14. In Leap relabel the current submit Close button to Receipt. Add an additional button next to it called Close that that would close the record check out the material but would not generate a paper receipt print dialog box etc.

    Idea Value
    This would save paper for those libraries that have suppressed the print dialog box in their browsers for Leap and patrons that did not want a paper receipt.

    31 votes

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  15. Provide aggregate circulation data and status by branch and item record. Previously this information was available on the Preview screen of the desktop client. Desired information by branch: Number of items, Number of holds, Year-to-date circulation, Previous year-to-date circulation, Lifetime circulation, Year-to-date in-house use, Previous year-to-date in-house use, Lifetime in-house use. Desired information by item: Assigned Branch, Collection, First available date, Year-to-date circulation, Previous year-to-date circulation, Lifetime circulation, Year-to-date in-house use, Previous year-to-date in-house use, Lifetime in-house use, Shelf location, Volume information, Current Circulation Status, Barcode, Last activity Date. This information should be sortable by any field.

    Idea Value
    These…

    22 votes

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  16. The Problem

    At best, the method and workflow used to bulk import patrons into Polaris (often referred to as student import) is archaic. The Polaris documentation for this process, Importing Student Records as Patron Records, is 19 pages long and seven of those pages are definitions and descriptions for the format of a pipe delimited file. This file contains 65 separate columns, all of which must be included in the file even if they contain no information. The documentation defines at least three columns that you should not populate… so why are they there? You can obtain a sample Excel…

    44 votes

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  17. In LEAP, please add the ability for a user to create a bibliographic record set from a file of ISBNs or Control Numbers..

    Idea Value
    LEAP can create item record sets using an 'add from file' option that uploads item records by barcode - and LEAP can create a patron record set by uploading a file of Patron IDs.

    We would like to have a similar function that allows us to create a bibliographic record set by uploading a file of ISBNs or Control Numbers.

    53 votes

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  18. Currently, when you create a report in Simply Reports and save it for future use, the saved report will allow you to generate a PDF or a spreadsheet file, but will not allow you to request that a record set be created. You can only create a record set by recreating the report from scratch in the Simply Reports interface. We have reports that we run monthly to catch items that are newly assigned to LOST, MISSING, and DAMAGED statuses, and to get a record set that I can work with, I have to run each report from scratch, manually.…

    59 votes

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  19. Add more (optional) Holds Request to Fill Routing Sequence tables.

    Idea Value
    As libraries work together more and more in order to provide the best possible services, it's important that Polaris provide needed flexibility in holds routing. This is especially important for consortia (many of which are growing as independent libraries experience budget crunches and are looking for efficiencies). The current primary/secondary RTF and different grouping options are good, but insufficient as material delivery challenges make moving holds across libraries more costly/difficult (especially if there are large areas involved).

    18 votes

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  20. In the staff client, we can set a default file for a particular import profile. When that import profile is used, the file is already selected and we don't have to search for it. We'd like this same thing in Leap, but currently aren't able to set a default file and have to search for it every time.

    Idea Value
    This would prevent having to search for the exact same file every time when importing. It would save time, is more efficient, and already works well in the staff client.

    33 votes

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