Product Update. What s New in Polaris 4.1R What s coming in Polaris v.5.0

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1 Product Update What s New in Polaris 4.1R What s coming in Polaris v.5.0

2 What s New in Polaris 4.1R2 A year s worth of development Industry leading econtent integrations Enhancements Contractual requirements First release of 4.1R (April, 2013) Beta partners live on 4.1R (April, 2014) Latest general release of 4.1R (May, 2014)

3 econtent Integration Requires econnector license 3M Axis 360 Overdrive Requires Polaris API Real time availability R Circulation from PAC Place holds from PAC Circ synchronization from vendor apps Circ stats tracked in Polaris Hold stats tracked in Polaris Holds placed from PAC Automatic import of new holdings Consortia abilities

4 PAC econtent Search Results

5 econtent Real Time Availability Availability and holds counts populated in real time Patrons may see a message to log in for availability based on the use of Resource Groups When connected at the branch level, OverDrive Advantage titles are included in these counts SA setting controls this for a system level context

6 econtent Product Page Display

7 econtent Circulation from PAC

8 econtent Circulation from PAC

9 econtent Circulation from PAC

10 Federated Search Updates to Federated search Stripping limit by filters from the federated portions of the searches, while leaving them intact for the Polaris database.

11 Syndetics PAC Product Page Video / Music Profile Profiles Displays new content from Syndetics including summaries, release dates, genres, similar artists and movies Video Game Profile Displays new content from Syndetics including cover image, ESRB rating, star rating, game information, system requirements and more Based on UPC, OCLC number and ISBN matching

12 Web Accessibility Guidelines Changes were made to Mobile PAC to conform to Level A of the following WCAG 2.0 guidelines: WCAG 1.1.1: Text alternatives WCAG 2.1.1: Functionality through a keyboard WCAG 2.4.1: Mechanism to bypass blocks of content that are repeated WCAG 2.4.2: Page titles that describe purpose WCAG 3.1.1: Language of each page can be determined

13 Patron Custom Data Fields Define up to 10 new custom data fields for patrons Defined at the system level; filtered at branch level Also available in self-registration from PAC Fields are indexed and searchable

14 Permissions A new permission was added: Reactivate Request Branch level Holds permission

15 New Reports Payment Distribution Report Displays how much money was taken in at a branch for items belonging to other branches Allows each branch to return funds to the branch that owns the item Consists of all overdue, replacement and processing fee payments

16 New Reports (cont.) Billed Patron Summary Report Lists all patrons registered at the selected branch to whom a bill has been sent within a specified number of days (not to exceed 100) Lists date and amount of each bill sent, as well as date and amount of any payment

17 Real time Request to Fill A requirement for a future development Closed stack pick list processing RTF processing no longer needs to be scheduled Requests now go immediately to Pending if a copy is available according to standard rules Staff can fill requests sooner

18 Optional Pickup Branches Item record workform holds option Pickup at this branch replaced by a drop-down Drop-down can be filtered at the branch level

19 Bound-With Materials For research materials Multiple bib records -- one physical volume Each bib title is unique in the collection The physical volume is unique in the collection (one item record) No fee / license required

20 Bound-With Materials Host title displays constituent links in PAC

21 Bound-With Materials Constituent titles display the host link in PAC

22 Bound-With Materials Call number is taken from the host item (a constituent call number tag is also supported). Checked out status shows for all titles, both host and constituent

23 Bound-With Materials Hold requests are placed on the host volume

24 Linking Authority Records Authority records saved from remote databases New SQL Job: Authority Create Links Added to the queue automatically Will see if the new authority record can be used to authorize other, unlinked authority headings in the database

25 Bibliographic Record Export Options Available in both ExportExpress and the Staff Client Bibliographic records can now be exported in UTF 8 format If you have vendors targeting your database you should let them know that the default format is now UTF 8 MARC 8 is still supported, but must be explicitly requested via the target database name

26 Fiscal Year Rollover Utility Has been moved from the server to an option off of the Staff Client s Utilities menu Staff no longer require access to the server

27 Purge Orders and Invoices New SQL job: Purge Purchase Orders and Invoices Automatically deletes purchase orders and invoices for an organization based on the status and age of the records

28 Multi-fund Editing Authorized library staff can now batch edit fields in fund records: Beginning allocations Encumbrance and expenditure limits

29 Campaigns for Community Promotions Polaris Campaigns is separately licensed Also requires licenses for both Community Profiles and Feature It Libraries can automatically create promotions for existing community or event records Based on terms in the keyword indexed fields in these records

30 Simply Reports Multiple ISBNs, ISSNs, UPCs or OCLC numbers are no longer returned for a single record If multiples exist, Simply Reports will return the first number listed in the record New MARC output columns for bibliographic and item list reports Sort ISSN Sort UPC Sort Publisher number Sort OCLC number

31 Integrated RFID options for Terminal Server For libraries running Polaris via terminal services When integrated RFID is enabled on the terminal server, you can enable/disable RFID for a specific workstation Non-RFID stations can circulate normally, even without RFID equipment

32 NoveList Select Content for 3M SelfCheck A new SQL job, 3M NoveList Select Export, exports data to enable NoveList Select enriched content for 3M SelfCheck units. When this job is run, all holdings in the Polaris database are exported in tab-delimited format with the following data: ISBN Polaris Item barcode Item record's call number Polaris bib record control number Title If a record does not have the following fields, it is not exported: Item barcode ISBN or UPC

33 What s Coming in Polaris 5.0 New developments include: Automatically flip bib Display in PAC Carousel toolkit Item transition options: Lost to Missing or Withdrawn Missing part check-in (Part 1) Family holds pickup Floating by collection (only) with option to load balance Automatically close purchase orders Patron Opt-out of reminder notices Auto-renew of almost overdue materials Allow SIP check out for specific circulation statuses

34 Polaris 5.0: Bib Display-in-PAC Automatically flip bibliographic record Display-in-PAC Selectable criteria, including: Presence of linked item records Display-in-PAC on linked item records Suppressed circulation statuses New overnight SQL job New chained job sequence

35 Polaris 5.0: Carousel Toolkit

36 Polaris 5.0: Lost, Missing, Withdrawn Two new item transition options in SA: Lost item transition Lost to Missing, or, Lost to Withdrawn Library specifies time period Option to charge accruing overdues Missing item transition Missing to Withdrawn Library specifies time period New overnight SQL job

37 Polaris 5.0: Missing Part Check-in Missing part check-in New special item check-in dialog New item circ status: Claim Missing Part Courtesy notice to patron Block item Transition to Lost or In (single record) Option to generate a charge (single record)

38 Polaris 5.0: Family Holds Pickup Using Associated Patron functionality, primary patron can check other family members held items. Leverages existing Associations functionality Allows patrons to pick up held items for another Allow me to Pick up is one or two-way

39 Polaris 5.0: Family Holds (cont.) At Check-out: Check-out transactions, fines etc., posted to Primary s account Hold transactions deleted from Secondary s account Also includes new Find Tool filter:

40 Polaris 5.0: Floating Collections Changes to Floating: Allow branches to set a limit by collection Material Type, title, not considered Option to Load Balance: When collection limit is exceeded at receiving branch: System checks all eligible branches (can float into, and have same collection) to find the one with the lowest ratio of number of In items to the collection limit (limit/item ratio)

41 Polaris 5.0: Floating Collections (cont.) Existing floating options moved to a new Floating Options dialog. New option to limit by collection. New permission and policy table for entering collection limits.

42 Polaris 5.0: Purchase Order Auto Close Automatically close Purchase Orders New overnight SQL job Transaction type: Purchase order closed SA parameter allows libraries within a consortium to opt into or out of auto-closing their orders: Uses the same logic as existing (manual) Close PO. Only purchase orders with eligible statuses can be closed. Serials records (Subscriptions, Standing Orders) are not automatically closed Note: PO and Invoice purge is in 4.1R2

43 Polaris 5.0: Patron Opt-Out of Reminder Notices New Exclude from Reminder Notices in the Patron Record: Almost Overdue/Auto-Renew Inactive Patron Patron Record Expiration If library enables it for PAC and MPAC, patrons can opt out of receiving one or more of these notices:

44 Polaris 5.0: Auto-Renew New step added to the Notices Processing SQL job Existing renewal blocks honored Due date = Current due date + Full loan period Available at the System level, but Library or Branch can opt in/out

45 Polaris 5.0: Allow SIP Check-Out for certain Circulation Statuses Moved three fields to a new SA Parameter dialog: Check-out: Item Options Library can determine which statuses will no longer block patron at check-out

46 Thank you John Barr!