Polaris Acquisitions/Serials User Group Meeting - July 2022

Jul 6 2022 | 11am - 12pm


Meeting Summary:

Updates

  • Linda Allbee has been named the next Director of ODIN. Congratulations, Linda!
     
  • Polaris 7.2 was installed on Training 6/14/22 plus the data was refreshed
     
  • Polaris 7.2 is scheduled to be installed in Production on 7/26/22
     
  • Library Updates
    • DIP is in the middle of their Summer Reading Program. Better turn out than last year!

7.2 Release Notes

7.2 Quick Hits Webinar Recording

New Acquisitions features coming for Leap in 7.2

  • Creating Serial Holdings Records in Leap
     
    • Manually create Serial Holdings Records
       
    • Enter Details, Notes, Order Information, and Claims
       
  • Working with Publication Patterns in Leap
     
    • View and Edit, Close, and Delete Publication Patterns
       
  • Crediting Invoices and Line Items in Leap
     
  • Modify PO Line Items Statuses in Leap
     
  • Delete PO Line Items in Leap

Acquisitions Workflow in Leap Webinar

Acquisitions features in progress for Polaris 7.3

  • Manually create PO's and Invoices in Leap

Innovative Product Status Board

  • Used by Innovative Project Manager and team to design upcoming releases based on customer feedback
     
  • Check back often for updates, vote on features most important to you, and submit ideas to the Development Team!

Next meeting is scheduled for Wednesday October 5th at 11am CT/10am MT