Polaris Acquisitions/Serials User Group Meeting - January 2023

Jan 4 2023 | 11am - 12pm

Meeting Summary:


  • 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 17th 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?

Next meeting is scheduled for April 5, 2023