Update on Polaris 7.4 Upgrade
On Monday, August 7 at 9:30 pm, Innovative upgraded our production database from Polaris 7.2 to Polaris 7.4. Staff can test out new 7.4 features in the training Staff Client and training Leap. If staff have questions or encounter issues, they can reach CCS at (847)483-8600 or email help@ccslib.org. CCS will continue to update this page with updates on suspected or confirmed bugs and links to relevant documentation.
Learn more about the new features released in Polaris 7.3 and Polaris 7.4.
We do not yet have a set date for a production database upgrade to 7.5. CCS will update this page with upgrade dates, new documentation, and training opportunities as they become available.
Updating Local Offline Client & Files to 7.4
Libraries are currently using Polaris Offline version 7.2 and will need to update their local offline clients to 7.4 after the production upgrade is completed. Directions for downloading local offline files and the Client have been updated for version 7.4 and can be found here. The links to download offline files and client are:
- Offline files: http://ccs.polarislibrary.com/offline/
- Offline client: utilities.polarislibrary.com
Log in with your individual Polaris username to download the new local offline mdb files. You will need to use the shared login to download the offline client (username HPL\CCSOffline; please contact CCS for the password if you do not have it already). You may be prompted to enter log in information more than once. Please use Chrome or Firefox to access the file sites; staff may find they are unable to access the sites using Edge.
Training
Training sessions are held online via Zoom. Register via L2. All sessions will be recorded and posted online for those who are not able to attend live.
Upcoming Training
- Serials in Leap (v. 7.4 - August 10, 2023 at 10 AM) - With the Leap v. 7.4 update, you will be able to print serials labels and fully create serial holdings records. This webinar will provide you with an overview of the new and existing serials features in Leap, including the check in workflow. Attendees will have time to practice tasks and ask questions during the webinar.
- New training opportunities will be listed here and announced in the weekly CCS News.
Recent Training
- Cataloging in Leap (v. 7.3 Functions - March 14, 2023) - With the added capability of overlaying Bibliographic records in Leap, the full cataloging and copy-cataloging workflows will be available in Leap soon. This webinar will provide an overview of: importing bibliographic records from remote databases, importing bibliographic records from MARC import, editing bibliographic records in Leap, deduplicating bibliographic records in Leap, and creating new bibliographic records manually in Leap.
- Acquisitions in Leap (v. 7.2 Functions) (Sep. 26, 2022; 1:00-2:00 pm) - Acquisitions in Leap (v. 7.2 Functions) will introduce the new purchase order line item and invoice functions that were added with the v. 7.2 upgrade. This includes the ability to credit invoices and invoice line items in Leap. Click here to view the recording.
New Documentation
New or updated documentation will be linked here when available.
7.4 Documentation
- Read about new features in the What's New in 7.4 guide!
7.3 Documentation
- Read about new features in the What's New in 7.3 guide!
Reported Issues
The following are possible or confirmed ILS bugs reported by member libraries.
| REPORTED ISSUE | UPDATE |
|---|---|
| Using Picklist "Located" Button Staff are not able to select multiple requests and mark them as Located in the Leap Picklist | Resolved |
| Printing Outreach Picklist Staff enounter an error message when trying to print the Outreach services picklist in Leap | In Software Engineering |
| Cancelling Holds in Held Status Ready-for-Pickup holds will not clear when cancelled if there is a queue for the title | Fixed in Polaris version 7.4 |
| When a manually created invoice is paid, the owner switches to Algonquin. | Fixed in Polaris version 7.4. |
| Placing EDI orders in Leap causes Polaris to miscalculate the price PO. | Patch will be included in the 7.5 update. |
| Placing EDI orders in Leap causes the titles to not be marked as orders in TitleSource360. | Innovative and Baker and Taylor have been informed. |
| The Branch filter for the Serial Holdings Record Find Tool in Leap that is accessed from serials check-in doesn't have a drop-down menu. Trying to type in a Branch name causes a syntax error. | In Software Engineering |
| PowerPAC "Change Pickup Location" not recognizing pickup library limits A current bug allows patrons to change an existing hold to a restricted pickup location in the PAC; patrons are able to update their pickup location to a branch that have that would not otherwise allow them to select that location. | Currently being looked at by Innovative's software engineers |
| Long overdue block following patron library Long Overdue blocks are being applied based on the user's registered library settings and not the transacting library's settings. | In Software Engineering |