RESCHEDULED: Polaris Acquisitions/Serials User Group Meeting - October 2022

Oct 12 2022 | 11am - 12pm

Meeting Summary:


  • Polaris 7.3 update on training server happened October 11th
    • Please test out features on TRN and report any bugs/errors to ODIN
  • Polaris 7.3 Quick Hits Webinar on October 5th
  • New Tech Support Specialist and ODIN Liaison for this group is expected to start at the beginning of November
    • Official announcement to come at a later date

Library Updates:

  • DIP - Plugging along. Changed process for professional Librarian magazine check-in. No longer using Routing Lists because they are not in Leap.

Serials in Leap Recording

  • Innovative overview of Serials in Leap 7.2 from September 2022
  • Link to Recording

What's New in Polaris and Leap 7.3 Document

  • Link to document is available under Attached File(s) area

New ACQ features coming with Polaris 7.3 demo

  • Creating Purchase Orders Manually in Leap
    • Create PO Manually
      • New --> Purchase Order
    • Create PO Line Item Manually
    • Create PO Line Item Segment Manually
    • Copy a PO Line Item to an Invoice
  • Expanded Support for Invoices in Leap
    • Create an invoice
      • New --> 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
    • Support the modification of all publication pattern fields and creation of new patterns in Leap
  • Serials Labels
    • The ability to print serials labels in Leap
  • You can follow the progress of these and other updated features on the Innovative Product Status Board
    • Make sure to visit the board from time to time to upvote features you want and to submit ideas directly to the III Development Team

Next meeting is scheduled for Wednesday January 4th, 2023 at 11am CT/10am MT

  • New invites for 2023 meetings will be sent out before the end of the year
  • The new ODIN Liaison will be introduced at this meeting