393 results found
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LEAP: Add line item to EDI invoices and receive
We have instances where an EDI invoice from a vendor will contain materials that were ordered both via EDI and directly through the vendor. The EDI invoice in Polaris only includes the EDI ordered materials and then we add a line item for the materials that were not ordered via EDI.
In LEAP we are able to add a line item to an EDI invoice but we are not able to receive it manually like we are in the client. I have included a screenshot to illustrate this.3 votes -
Registration Drop Down Box
Please add a drop-down box for the profile section of registration. There is a drop-down box for the address section labeled term but there is not one for the profile section. It makes it easier for staff to choose the correct date. In the Polaris toolbar, there is a drop-down box for patron info and address.
1 vote -
Printing from Request Manager
Adding an option to export to Excel any lists from the Request Manager such as Picklist Processing and the Request Manager.
4 votes -
Add a parameter field for input to SQL searching
Could you please look into providing an input field on SQL Find tool searches to allow the library staff to easily enter a search parameter e.g. an items barcode, a patron barcode.
At the moment with the SQL FIND TOOL searches we have created, we must teach them to go to the WHERE clause and correctly change the parameter before re-executing the query.
A dedicated entry parameter would simplify the use and training of SQL searching using the FIND tool.3 votes -
Enable Leap Single Sign On (SSO) (AKA make it work like all other SSO apps)
Leap single sign on in Polaris 7.7 is not truly single sign on. It is more "authenticate using a 3rd party service".
The "single" sign on part of single sign on, typically means that if you sign into one of the SSO apps, then you're signed into all SSO apps. This is part of what makes SSO appealing to the end user.
However with Polaris 7.7, single sign on doesn't work this way. Instead you must login again. My understanding is the interpretation is supposed to mean SSO only for Polaris apps, which right now would just be Leap…
6 votes -
Add patron blocked to AuthenticatePatron API endpoint
It would be helpful to have an indicator for if a patron has circulation blocks in the response of the AuthenticatePatron API endpoint. This would allow vendors and custom integrations to determine if a patron should be allowed access to a system based on if they are allowed to checkout items without having to do an additional API call.
1 vote -
If Leap quick search doesn't find a record, don't clear the text
A staff member asked us to post this. When using the quick search in leap and typing in a query does not lead to a record, the text should stay inputted so the staff member can edit their query as opposed to having to retype it all over again when trying again.
10 votes -
Create a Back End Updating Feature
A few days ago, we discovered an issue in Polaris. It wasn't a huge problem, but it was a bit disturbing for our cataloguers in that they encountered an error when trying to open up a record set. I checked with others in the IUG and, sure enough, there were other libraries who'd seen the same problem.
So I put in a ticket through the Supportal and received a prompt response. It was a known issue (though it wasn't on the list of Known Issues) and there was a patch available for it. I was asked if I'd like the…
5 votes -
Ability to Merge Supplier Records
I have occasionally found multiple supplier records for a single supplier account, whether added by mistake or under multiple names (Thomas Klise and Crimson, for example). When these supplier records are accidental duplicates, I believe it would be helpful to have the ability to merge them (retaining all linked POs and invoices) to maintain one supplier record per account.
13 votes -
Place holds on all volumes of a series at once
For TV series that have multiple volumes, or other volumed series associated with the same Bib record, I would like it when it prompts me about which volume I would like to place a hold on, to also give me the option to place a hold on all volumes.
3 votes -
When refreshing the Leap Offline installation, offer the Offline mode link again
When you refresh the Offline installation in Leap it would be good to present the URL for Offline mode bookmarking again. The suggestion would be to show it in the pop-up toast message once the offline data is refreshed.
There currently is not an easy way for staff to get to the Offline link again without deleting the offline files and setting it up again.
2 votes -
Fix Collection Agency Report
The Collection Agency Report currently includes a field for RtrndMaterial.
Apparently whoever designed the report defined this field as "Value of material returned. (RetndMaterial)...The value is the sum of all replacement charges for lost or billed items that were originally charged by the reporting organization and that have been waived."
In other words, if your staff waives replacement charges, that gets reported to the Collection Agency as returned material, even though no material was returned and the library has gained nothing. This paints an unrealistic picture of the results of your collection efforts and allows the collection agency to suggest…
1 vote -
Leap doesn't save or prompt to save notes when you close a record
- Open a patron record in leap
- Navigate to the notes section
- Make a change to the note field
- Click the button to close the note (upper right hand corner)
The note is not saved, nor is a warning message shown. This is different from the behavior of the desktop, which always saves the note when you close the record (not really the preferred behavior either since there is no undo in notes).
This should work the way changes to the patron registrations work in Leap - warn there has been a change before allowing the record to be closed.
11 votes -
Provide Export option from Check In
This would be very helpful for a number of uses - such as when your book drop is fouled and you need to quickly bag items, bulk return via RFID and save the info for later resolution.
2 votes -
Leap Offline patron data tables should be purged - PII Concern
When leap offline data is uploaded, it goes into [LeapOfflineTransactionDataID]. This contains PII information of the items & patrons that performed CKOs. However, this data is never cleared by the system, even after it is processed.
I can see keeping it around for awhile, but maybe have it follow one of the other settings in SA for purging data or set up a new SA setting for purging this PII data.
3 votes -
Changing Lost to a Claim
We have customers who do not pay attention to their notifications and an item gets declared Lost that they believe they have returned. I would like to have the option of taking an item that was declared Lost and making it Claimed Returned and even better if it could auto-waive any associated fines.
5 votes -
Support for VMSS
Support for Virtual Machine Scale Set (VMSS) allows for automated OS upgrades and patching thus creating a more secure solution than a standalone VM.
2 votes -
Limit checkout to patrons from this library and branches
Most of our libraries loan the library of things and museum passes to their own patrons. However, since all members use Adult Resident patron code for their resident patrons, it is not possible to limit materials to their own patrons. Could a checkout setting be added to the item records, similar to the hold setting "patrons from this library and branches" and "x days past first available".
4 votes -
Checked out date
In our previous ILS, on the patron's checked out items list, we could see the date of when the item had been checked out as well as the due dates. I know that staff can go into the item record to see who, where and when it was checked out, but it would be nice to be able to see what all was dealt with at the same time.
1 vote -
Ability to put an ILL back on hold for a patron.
Occasionally, we have an issue where an ILL has been checked out to a patron, checked back in, and needs to be put back on hold for a patron. But there is not an option to in the system. For example, in the linked images, the patron thought there was something wrong with the ILL, returned it, and we were going to reorder it. But we realized what the issue was after it had been checked back in. We were not able to replace the hold on the item showing available. We even went in to the item record to…
3 votes
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