We've highlighted a handful of new features that come with the Polaris 6.2 and 6.3 updates! We're scheduled to update from version 6.1 to 6.3 on Tuesday, August 20, before libraries open. Keep reading for an overview of new features and links to related documentation. Staff can review the full list of new features in Innovative's What's New in 6.2 and What's New in 6.3 documents!
NEW FEATURES INCLUDE:
Delete / Undelete Record Sets - Record sets will now have a two-step deletion process, similar to item records. If you or a coworker ever accidentally delete a record set, you will have the opportunity to recover the record set.
Item Bulk Change Templates - Item bulk changes will now be slightly easier! If you run the same bulk change over and over (for example, monthly new item flips) you can save those parameters as a template. When running that bulk change, simply select the template to populate all of the changes.
Forgotten Passwords in the PAC - The PAC now has a more secure process for resetting a patron's password! When a patron clicks the "Forgot Password" link in the catalog, they will now receive an email containing a time sensitive link to a Reset Password page. From there, the patron can configure a new password.
Transfer Holds in Leap - Staff now have the ability to transfer a single hold or multiple holds from one bib to another in Leap. Unlike the staff client, when you transfer hold requests in Leap, the updated requests maintain the original pickup branch, activation date, expiration date, notes, patron information, and history!
Retain Bibliographic Control Number During Overlay/Replace - Duplicate detection now maintains the control number of the existing bibliographic record by default during the import overlay/replace process. When you choose "Save incoming record as final; replace database record," the existing record is overlayed by the new incoming record but its control number is retained.
Fund, Invoice, and PO Simply Reports - Staff can now edit all column and filter settings for the following saved reports: fund list reports, invoice list reports, and purchase order list reports.
Additional Columns Added in Leap Item Find Tool - A variety of options were added as potential columns in item find tool in Leap. Staff will now be able to customize their find tool searches to include information like YTD circ, Lifetime circ, In-house usage, notes, and other fields. Customize the Find Tool columns by clicking the three-line menu and selecting "Column Settings."
STILL TO COME:
CCS will be performing more thorough research into the following new features before implementing them system-wide:
Leap Offline - With version 6.3, Leap now comes with an Offline application for circulating materials while the Polaris server or network are unavailable. CCS will be researching and testing installation, file storage, and uploading to identify potential issues and solutions before implementing.