482 results found
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Remove Notification Options for Staff
Our Library will soon no longer be offering phone notification. I'd like the ability added to remove notification types (Phone 1,Phone 2 etc) from the staff interface so a invalid choice is not longer available. However, we'd still like the ability to record that information in the patron registration if needed.
0 votes -
Switch to a yellow or red toast for return uncirculated INN-Reach items via the Check In function (7.7)
In 7.7, we now have the option to do INN-Reach check in, which is phenomenal! It has sped up this process immensely, making for happier staff and patrons.
However, the speed has brought with it some unexpected snags: The biggest at present being the color of the 'return uncirculated' toast as compared to normal INN-Reach processing.
Using Request Manager to receive INN-Reach items, the note that a 'patron no longer wants this item' was thrown front and center using standard Polaris work form coloration (which necessitated a more thorough reading of popups). If an item was still desired by a…
1 vote -
Ability to input OCLC number directly into hold to be converted to ILL
When inputting information for an ILL request for a patron, our ILL clerk would like there to be a field where she can input the OCLC number of the item she is wanting directly into the hold request. That way when she exports the request, it will directly sync with the item she wants, without having to use ISBN.
1 vote -
Put Leap Column Find Tool display settings in alphabetical order or make filterable
If you are adjusting the column settings for Leap, the list of available options is not in alphabetical order. This makes it easier to overlook what options might be available to select.
As a former page, please put this in alphabetical order OR make the list filterable/searchable.
4 votes -
Captcha for Self-Registration
It would be nice to be able to add captcha (or something similar) as added protection to Self-Registration through the PAC. It would ensure that a human is actually entering the information on the other end rather than a bot. An uptick of suspicious registrations is eating into valuable staff time and we would like to be able to add a layer of protection to our Self-Registration process.
3 votes -
Make the chronology date field manually adjustable in serial check-in boxes
When a serial holdings record includes a pattern for a completely irregular issue, and the only chronology date on the issue is the year, the chronology day and month chosen when the publication pattern was set up is used for all following issues checked in using that pattern. The ability to manually adjust the chronology date would be very helpful, and would ensure that issues display in the correct order.
In the attached image, the expected date shows the date that the issue was actually received. However, because the chronology date for the first completely irregular issue we received was…1 vote -
LEAP Weeding Workflow Not Found function
When we create a weeding record set, before sending it to the approval dashboard for review, we'd like to have a way to mark items in the set as "not found" or some other indication that the item is not on the shelf. Right now we can update items individually to another status (missing for example) or remove them from the record set. We would like the ability streamline this and mark the item directly in the weeding record set.
This is similar to these ideas: https://ideas.iii.com/forums/951742-ils-polaris/suggestions/48218423-weeding-record-sets-need-to-have-picklist-function
2 votes -
Provide an option in Leap to save bibliographic records without making changes first
I don't know if this is already planned for a future version; I didn't see it on the current roadmap, though. It's really important for cataloguers that they be able to save a bib record without having to make a change first, particularly for provisional bib records. The only way to make a provisional record become final is to resave it, and currently, Leap requires you to make a change in any bib record before saving it. I know the duplicate detection without saving is now available, and that's a great feature - but allowing at least provisional bib records…
3 votes -
View Pending Holds For Pickup at Other Libraries in Request Manager in Leap
Currently, the only way to view pending holds for pickup at other libraries in Request Manager is in the Polaris Client. We would like this brought over to Leap. This idea would make the Request Manager in Leap and the client equal in terms of capabilities.
4 votes -
Prevent individual publication patterns from displaying in Vega
Currently there is only the option to display serials in Vega at the serial holdings record level. It would be helpful to have the ability to prevent specific publication patterns from displaying in records with multiple publication patterns.
1 vote -
Custom keyboard shortcuts / hotkeys
It would be wonderful to be able to customize keyboard shortcuts per user.
I don't typically use 90% of Polaris features, and the other 10% I use very frequently, and most of those features don't have any hotkeys associated with them.
1 vote -
Add LC approved fields to Cataloging more quickly
Catalogers have been waiting since January 2020 for MARC field 532 - Accessibility Note to be included in the MARC bibliographic validation table. This MARC change was approved by LC in 2018 and has been showing up in AV records ever since. Catalogers see a "not defined" error message when saving a record which includes an unvalidated field.
Currently we may only add a local MARC tac to the validation table (eg 9XX, X9X or XX9). Otherwise, it must wait for the LC MARC bibliographic update to be implemented by Polaris development in a new Polaris version. We now hear…
3 votes -
Bulk delete ILL-requests in Leap
When searching by ILL-Request in Leap for a specific date range, I would like to be able to Shift + Click to highlight and add to a record set to perform a bulk delete.
1 vote -
More granular permissions for patron registration workform
We would like to be able to limit who can change the Expiration Date and Address Check Date in the patron registration workform. Off the two, Address Check Date is most important as this is what we use to make sure patrons are updating their information regularly.
These are configured in SA and are set system wide yet staff continue to change them.
If I remove the 'Patron registration: Modify permission' for member library staff, they won't be able to change other fields.
1 vote -
Ability to share saved reports in Simply Reports
We would like to be able to share the reports we save in My Reports in Simply Reports. That way multiple people have the ability to run a report with the exact same parameters without having to share the very long list of parameters.
2 votes -
"patron block"
When checking out in LEAP, staff would like it to be more obvious when a patron has blocks on their account. Especially when the blocks would stop the patron from checking out items. Currently, from the patron checkout page, there is a small padlock and "BLOCKS" in red text, which is too subtle for some staff.
This can be inconvenient for staff and the patron because they scan several items only to realize the patron is blocked after scanning all the items.
Staff would like the block indicator to be more obvious, something like setting the Patron header div to…
3 votes -
Add a transmission method of 'E-Mail' to invoice creation
Add a Transmission Method of 'E-Mail' when creating an invoice. The current options are Paper, Fax, and Electronic. Many vendors now send invoices by E-Mail, not the US Postal Service. Invoices created by EDI transmissions are tagged as 'Electronic' as they should be, even if the vendor emails the invoice to us. What I would like to do is be able to identify an invoice that was emailed to us by a non-EDI vendor. I know it's technically a paper invoice once I print it; but it was received by email and should be identified as such.
2 votes -
Allow offline Leap to show the patron name when their card is scanned
Please make it possible for offline Leap to display the patron name when their barcode is scanned for an offline checkout. This is available in toolbar offline, and I'm sure it would be tricky to configure, since Leap is browser-based, but we just used Leap offline for the first time during our latest upgrade, and the biggest comment I've received is the lack of the patron name during checkout.
11 votes -
Additional toasts when receiving in Leap
A way to provide additional toasts in Leap when receiving items would be useful for particular alerts about items. This would be especially useful for processing notes when items are received.
1 vote -
Patron Barcode as Subtext in Current/Recent menu (last4) in Leap
We have found it hard to work with the Current and Recent workfrom menu when working with lots of Patron Records, or more commonly, Duplicate Patron Records.
Names work, but when names are similar or the same it can be hard to figure out which records are which.
Sometimes staff are working with Barcodes as a reference vs. patron names.It would be nice to have a subtext under the Patrons name in the Current and Recent workform list that shows the last 4 digits or the full barcode underneath the patron name.
I have 2 images attached that demonstrates…
4 votes
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