604 results found
-
Ability to suppress patron codes at registration
Our system uses over 20 patron codes but less than half are used when first registering an account. We'd appreciate the ability to suppress some patron codes from the patron code dropdown menu in the NEW patron workform (but not when displaying an existing patron account that has already been saved and had a patron ID assigned). This would cut down on staff accidentally selecting the incorrect patron code when registering accounts.
1 vote -
Control staff access to the Label Manager in Leap
Label printing can be a limited function in a large library system, using specialized printers to perform the task. Consistency is also important in the spine label. By being able to control access to this utility, it will ensure a better spine label product across a library system.
1 vote -
Item and Patron barcode printing
We would like the ability to print an item's barcode while in Leap. We have items that either require multiple barcodes for processing or items that have lost their barcode and it would be nice to print these directly from Leap to the printer of our choice.
Currently staff need to grab the barcode from Leap and then open a different software to print the barcode label.
This idea would also be nice if we can expand to a patron's barcode. Patrons come in and don't have their card for that visit but need it to access the computer. Rather…
2 votes -
margaret.kositch@fairfaxcounty.gov
Under the top level of the My Account tab on desktop, you see more information than you do under the top level of the My Account tab on mobile.
See attached screenshots.
I would like to see the same info on both.
Thanks.
1 vote -
Log Duplicate Invoice Errors During Polaris Invoice Creation Request Add an error message to the EDI logs wh
Add an error message to the EDI logs when an invoice fails to load into the Polaris invoice tables due to a duplicate invoice number already existing in Polaris.
This is becoming a bigger issue as Ingram has changed their invoice number scheme and they are using the same numbers as Midwest has used. There is no way to delete or edit past Midwest invoices, so this is a critical issue for figuring out why invoices aren't loading.
Current Issue
- If a duplicate is detected during the Polaris invoice creation step, no error is recorded.
- This results in…9 votes -
Suppress Deleted Items from Staff View
With the option to retain deleted item records, results for staff can become cluttered with items that are no longer available. If we could suppress the display of "Deleted" items list on a bib (similarly to the suppression of "Discard" status items in the OPAC) this would allow us to retain item details for historical/statistical purposes without inconveniencing staff. It would be useful to suppress bibs where all items are deleted as well, but I can understand if that would need to be spun off into separate development.
This could be done as a setting, so that they don't surface…
7 votes -
Being Repaired Transition
We would like Polaris to offer the option for libraries to transition items with a Circulation Status of Being Repaired to Missing or Withdrawn after a specified number of days. We envision this working like Lost Item Transition and Missing Item Transition.
Idea Value
Adding this feature would allow for a more streamlined process for cleaning up, and eventually withdrawing/deleting, item records.9 votes -
Ability for staff to bulk change a patron's pickup branch
Staff would like to be able to bulk change a patron's pickup branch for selected (or all) holds on the patron's account. Be they holds already trapped, suspended or active. We often have patrons that move from one part of the area to another and need to change their holds to reflect their new pickup branch. Having to change one hold at a time is tedious.
4 votes -
Leap - allow for adding selected records to a PO or selection list
Please add more options for adding records in a record set to purchase orders or selection lists in Leap. Currently, the only actions in Leap are to bulk add records to a new or existing PO; the Polaris client also has options to add all records to a new or existing selection list, to add selected records to a new or existing PO, or to add selected records to new or existing selection lists. (See screenshots.)
5 votes -
Automatic Posting and Sending of OverDues to Library Directors
Post OverDue notices to the database without printing them. We have libraries that are not regularly printing and posting to the database overdue notices so items move in the system to missing and withdrawn before some libraries ever send out a notice. Some libraries haven't sent them in 1-3 years. So, I want to post them and then email a pdf on the overdues automatically on the first of every month.
8 votes -
LEAP User Interface needs Tabs as an alternative
User Interface remains unintuitive, and lack of session tab awareness contributes to workflow issues.
Cosmetic appearance, the Claim icon appearance could be changed or improved.
Add Tabs to be developed as an alternative for User Interface other than the hamburger three horizontal lines.3 votes -
LEAP Add indicator for open Tabs or Records
Tab session visibility is unclear, leading to records being locked unknowingly by users.
In addition to "hamburger" on upper left-hand side of the screen three horizontal lines.Please add Tab indicators or auto-close function when navigating away.
8 votes -
LEAP POLI linking needed
POLI does not link to the supplier record. Bibliographic record does not link to POLI or invoice line item unlike in the Client.
Add functionality in LEAP to not only link from Bib to PO or Invoice but also link to line item.
6 votes -
Additional control over which fields in patron registration form are mandatory to save a record
Polaris currently (as of 7.8) offers some limited customization of which fields in the patron registration form in Leap are required to save a record.
When the "Name on ID" fields were introduced several releases ago (7.2?) we were excited. However, the way the feature was implemented meant that the primary name fields were now the "preferred name" fields and were required to be filled out in order to save a record. However, a record could be saved without recording a name on ID.
Our broader city government did not like us dropping the requirement to capture patrons' legal names,…
6 votes -
Separate Almost Overdue & Autorenew notice strings
We recently did an overhaul of our messaging in the notice strings to make things clearer for patrons, and we had issues with clear messaging for Almost Overdue and Autorenew notices, since there are sometimes two separate options for Almost Overdue and Autorenew notice strings, but not always. This only allows us to partially customize them separately, when we would like fully separate options. As a result, for certain strings, we are forced to be more vague, which is not ideal.
Please offer separate options for the email subject line and the email 'other header' strings, as well as the…
12 votes -
Adding a bulk change option for item records linked to a PO
In the toolbar version of Polaris, it is easy to make bulk changes to item records from the PO, which we occasionally need to do to change things like shelf locations, call number prefixes, and notes that can’t be added via the item record templates. In Leap, there’s no bulk change option on the items tab for a purchase order, and there is also no way to select the item records to add to a record set to be able to do a bulk change that way, meaning any edits to the item records needs to be done one by…
16 votes -
Title Displayed on "Item is Held" Notification
When checking out a stack of items via RFID pad, LEAP will only display the held item's patron's name and barcode. It would be helpful to have the item's title and/or barcode, so we may capture the hold without going through each item individually.
6 votes -
Automatic deletion of item records
Just as Polaris offers a workflow for the automatic deletion of patron records, introducing a similar feature for item records would be a highly valuable enhancement. The ability to automatically remove items based on defined criteria would streamline operations significantly. Currently, the manual process—such as creating a Record Set and performing bulk deletions—is repetitive and time-consuming. Automating this task would not only improve efficiency but also reduce the administrative burden on staff.
17 votes -
Label Manager Subfields
Please update Label Manager to restrict the Content option of Author from including subfields 0 and 1 when printing. These are relatively new fields for linked data. We would like to retain the data without have to manually deleting it in Label Manager to print pocket labels. They are valid in MARC21 and should be retained to future-proof our records for if and when Polaris makes use of linked data.
9 votes -
Allow for creating links to bib records from within an authority record
This might be coming in 8.0 - it's not on the roadmap, but maybe it's too small to feature there. In the Polaris client, within an authority record, there is an option to create links to bib records (see attached screenshot). This same functionality should also be included in Leap in order for cataloguers to fully switch over to Leap.
27 votes
- Don't see your idea?