Polaris Acquisitions/Serials User Group Meeting - January 2023

Meeting Summary:

Updates:

• Tina Stockdill is our newest ODIN Tech Support Specialist and liaison for this group
   
• Polaris 7.3 installed on Production this morning
   
  • Please send in an ODIN Help Ticket if you are experiencing any issues

Library Updates:

• DPL – Staff turnover, Rita retired but working part-time. New director set to start the 17^th of January. Reduced hours due to fewer staff at the moment.
• NDSL – Working on vendor machines – receiving books, working out kinks.
• WFP – Staff turnover – Molly resigned her position. Trying to get vender contact information updated. Hoping for new Tech Services Manager, was approved on staff position, hoping for a late Feb/March start. Budget rollover. Working through changes in staffing.

What’s New in Polaris and Leap 7.3

• Webinar Recording & Document will be posted on UG page

New ACQ features coming with Polaris 7.3

• Creating Purchase Orders Manually in Leap
  • Create PO Manually
    • New à Purchase Order
  • Create POLI Manually
  • Create POLI Segment Manually
  • Copy a POLI to an Invoice

• Expanded Support for Invoices in Leap
  • Create an Invoice
    • New à Invoice
  • Add Line Items to an Invoice
  • Receive an Invoice Line Item
  • View Additional Info on the Invoice Workform

Coming in Polaris 7.4 (Q1 2023)

• Publication Patterns
  • Supports the modification of all publication pattern fields and creation of new patterns in Leap
• Serials Labels
  • The ability to print serials labels in Leap
     
• Receive POLI Segments in Leap
  • Support the receipt of purchase order line item segments, including manually splitting segments when partially received

Anything else you would like to discuss or address?

• Quick Links access for Innovative Product Status Board

Next meeting is scheduled for April 5, 2023