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Polaris Upgrades and Reported Issues

Update on Polaris 7.6 Upgrade

Innovative upgraded our production server to Polaris 7.6 on August 5th. Innovative did not update the training database. For more information about the upgrade see, What's New in Polaris v. 7.6. 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.

Updating Local Offline Client & Files to 7.6

Libraries are currently using Polaris Offline version 7.6 Directions for downloading local offline files and the Client have been updated for version 7.6 and can be found here. The links to download offline files and client are:

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

Upcoming Training

The schedule for cataloging and serials training for Leap v. 7.6 has been finalized. Acquisitions training will be scheduled for after the v. 7.7 update. Acquisitions staff are welcome to register for cataloging training sessions if you would like to. There will be two training sessions each for cataloging and serials. One is an in-person training session at the office in the Fishbowl (200 Tri-State International Dr.) and one is virtual. The training sessions at the office will have additional interactive activities, but the content of the in-person and virtual webinars will be the same. We will be providing laptops for the in-person training sessions. So, the in-person training sessions will be limited to 16 attendees. The virtual training sessions will be recorded for those who cannot attend.  

Here are the links for registration:

Cataloging in Leap (v. 7.6)

Register for the In-Person Session: July 30, 9:30-11:30 AM

Register for the Webinar: August 9, 10:00-11:30 AM

Serials in Leap (v. 7.6)

Register for the In-Person Session: September 6, 9:30-11:30 AM

Register for the Webinar: September 9, 10:00-11:30 AM

Recent Training

What’s the Limit: Reports for Policy Cleanup and Staff Management - If asked, could you say what your library’s checkout limit is for Activity Kits or list which permission groups you’re in? Learn about where to find these ILS circulation policies and staff settings in “What’s the Limit!” Over the course of this 1-hour webinar, attendees will learn how to use policy-related Web Reports to: 

  • Manage staff permissions 
  • Identify how your library is using Patron Codes and Patron Statistical Class, and find opportunities for data cleanup 
  • Use the Polaris Policy Web Report to answer policy-related questions on loan periods, patron checkout limits, and material type limits 

Searching in Leap for Technical Services Staff - Do you still have questions about the Leap Find Tool? This webinar will provide an overview of Leap’s Find Tool for technical services staff. Attendees will have time for hands-on practice using Leap during the session. Topics include:

  • An overview of the Find Tool.
  • How to customize the Find Tool.
  • Creating Record Sets.
  • Power Search basics for saving default filters.
  • Searching with saved SQL queries.
  • Navigating between linked records.
  • New Functions in 7.6.

Leap Tools for Weeding (v. 7.5 - March 26, 2024) - Using new weeding tools in Leap, staff can adopt all or parts of this optional workflow to streamline the withdrawal process, alert staff of items that fall outside select weeding criteria, and/or require an additional review before items are withdrawn and deleted.

New Documentation

7.6 Documentation


Reported Issues

The following are possible or confirmed ILS bugs reported by member libraries.

REPORTED ISSUEUPDATE
POLI ISBN field appears transparent when trying to select a different ISBN. Currently being looked at by Innovative
Duplicate Entries on Picklist Under some circumstances, requests can appear in duplicate rows on the Leap Picklist. Use the Picklist Refresh button to remove duplicates.Currently being looked at by Innovative
Removing "Verify Patron" Block Saving a record will not automatically remove the "Verify Patron" block on users who register online via the PAC or through offline registration. Staff need to manually remove the block.Patch will be included in the 7.7 release.
Selecting a phone number for TXT messages in the patron's record in the PAC produces an error message and doesn't save the numberCurrently being looked at by Innovative
Qty. ordered is appearing as an odd number in the Find Tool.Currently being looked at by Innovative
Non-Local Patron Updates A bug references the wrong patron table when attempting to update a non-local patron (phone number, email, password, notice or language preference). Non-CCS reciprocal patrons are not impacted. Until resoved, staff can assist patrons with making updates via the PAC or referring them to their home library.Patch will be included in the 7.7 release; CCS will notify libraries if patch is available for 7.6
Printing vouchers in Leap is not functioning for invoices created in Leap (v. 7.6).Patch will be included in the 7.7 release.
Removing Entries from Outreach Patron Reading History Staff with proper Outreach permissions are blocked from removing entries from an Outreach Patron's reading history. Until resolved, staff can email help@ccslib.org to request entry removals.Resolved
Non-filing indicators for Spanish material are not properly indexed in record sets.Currently being looked at by Innovative's software engineers
Using Picklist "Located" on iPad If using the picklist on an iPad and marking a request as "located," the picklist jumps the view back up to the top of the page. This issue appears limited to iPads - staff may find they're able to use "located" normally on other tablets.Currently being looked at by Innovative's software engineers
Leap Weeding Templates Leap will improperly display a permissions block when creating a new weeding template. Once staff close out of the initial alert, they will be able to create a new weeding template.Currently being looked at by Innovative's software engineers
Leap Find Tool Unresponsive The Leap Find Tool will not allow staff to select a result from the results list. This is tied to a bug in Chromium build 117.0.5938.63. Staff can use these workarounds until a patch is available:
-Use Firefox or Safari browser
-Set both the computer's Windows scale and browser zoom to 100%
Issue resolved by upgrading browser to Chromium build version 119.0.6045.106
Printing Outreach Picklist Staff enounter an error message when trying to print the Outreach services picklist in LeapCurrently being looked at by Innovative's software engineers
Placing EDI orders in Leap causes Polaris to miscalculate the price PO.Resolved
Placing EDI orders in Leap causes the titles to not be marked as orders in TitleSource360. Resolved
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. Resolved
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. Currently being looked at by Innovative's software engineers
NCIP Holds display in Leap NCIP (Find More Illinois) holds display in Holds tab count in Leap, but disappear when the Holds tab is selected. Currently being looked at by Innovative's software engineers