591 results found
-
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,…
2 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…
8 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…
8 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.
4 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.
11 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.
7 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.
23 votes -
Options for patrons to customize image/detail display
Provide options to allow patrons to toggle showing images/details for a simpler view within the PowerPAC. Ideally, this would be available regardless of login status.
E.g., "Show images" and "Show details" in the search screens (simplified to title, author as well as the buttons on the right for Availability, Full Display, Place Request, Add to My List )
"Show images" in the checkouts, lists, saved searches and reading history screens.We've had a few patrons request a more simplified view of the PowerPAC (which we call the basic catalog, opposite our Vega Discover catalog) with less information and images to…
3 votes -
Add Patron Name to item history
Make it easier for staff to quickly view the borrowing history of an item by including a column that shows the customer's name. Having to click on the PATRONID is meaningless to staff and an additional unnecessary click.
2 votes -
Add "patron barcode for damaged item" option in SimplyReports
We would like to see a "Patron barcode for damaged item" option as an output column in SimplyReports, similar to the one available for Lost items called "Patron barcode for lost item". This would help us when running reports on Damaged items.
9 votes -
Allow for alphabetizing checkout screen in Leap
Please allow the checkout screen in Leap to be sorted/alphabetized by clicking any of the header columns, Title in particular. This is currently something that can be done in the Polaris client, and is useful for library staff when checking out large amounts of books to patrons who would like an alphabetized list of what they've just checked out. The columns in Leap appear to be clickable for sorting, but they currently are not.
12 votes -
Bib-Level Multiple Holds
This is somewhat of an add-on to other improvement requests to the multiple holds feature. We would like to have an option for bib-level multiple holds. We have noticed that when teachers or book club leaders are placing the multiple holds and assigned to an item-level hold, they might get routed to a member library that doesn't frequently check their requests. This is absolutely a training issue, but we do see this a lot with our K-12 school libraries. We would like to see an option to put them in the queue as a bib-level hold where they will get…
5 votes -
Block e-resources but not renewals for non-residents
We would like to have an option where non-resident patron types have a blocking condition for e-resources, but it only limits e-resources. We would like for them to be able to still manage their online accounts and renew physical items, so the patron-initiated blocking condition does not work. Right now, that can only be done in CloudLibrary through SIP, not API.
1 voteI think this idea needs some clarification. Are you using a non-resident patron code? If so, we do return the PatronCodeID in our PatronValidate API. I wonder if this is a situation where Cloudlibrary has infrastructure in place to support checking the patron code via SIP, but not yet via the Polaris API.
-
Add “Show SQL” Button to SimplyReports
Summary:
It would be extremely useful to have a “Show SQL” button available for both ad-hoc and saved reports in SimplyReports.Background and Problem:
There are currently well-known workarounds that allow users to view or reconstruct the SQL generated by a report, but they’re tedious and time-consuming. These methods often involve extra steps like exporting report definitions, or having to view the page source after scary looking resubmission warnings. For users who need the SQL quickly, these barriers can be a significant slowdown.Proposed Solution:
Add a “Show SQL” button directly in the report interface—both for ad-hoc reports and saved…31 votes -
Express Check: Enable Barcode Scanning from Username Field
We use both the barcode field and username field interchangeably for patron access at our express checkout units. Currently, the unit only recognizes barcodes when they are scanned from the barcode field. We need the system to also recognize and process barcodes stored in the username field when scanned.
For example, our school students have their student IDs stored as their primary barcode in Polaris, with their former library barcodes stored in the username field. When students attempt to use their RHPL cards, the barcode currently only works if they manually type it in. We would like these cards to…3 votes -
Publication pattern template creation in Leap
Please add in the ability to create and edit publication pattern templates within Leap. As my consortium shifts to using only Leap, I am discovering small things that seem to be missing, which make it difficult for staff to fully switch over to Leap. One of those things is the ability to create a publication pattern template. As of version 7.8, this is something that still has to be done in the toolbar (https://documentation.iii.com/polaris/7.8/Default.htm#PolarisStaffHelp/Serials/PSsetup/Creating_Publication_Pattern_Templates.htm). You can use publication pattern templates within Leap, but you can't currently create a new one or edit existing ones.
7 votes -
Improvement to Leap filter
When using the Leap filter we would like to have option to select 'not equal to / <>' when dealing with shelf location filter.
We usually use things like collection and call number of what items to include when doing inventory. We would like to exclude items that are located on certain shelves. As we start putting more items into a Display shelf location we dont want to sweep any of those items up into our search.
6 votes -
Item template use in Leap
Currently in Leap (we're on 7.8), in order to take full advantage of an item template, you have to click on Actions--Create Item (within the bib record), then add your barcode & select the template you want to use, and then click Save. If you don't click on Save, the template only populates some of the template information. It doesn't change any of the call number fields or the number of renewals, even when the option to use template values is checked.
This is existing functionality in the Polaris toolbar client, and should be in Leap as well. (See attached…
23 votes -
Option to tell customer if they have already read a title
An option added in the patron registration that turns on a "loan tracking" feature. When checking out books, if this feature is turned on, then when a barcode is scanned that the patron has already borrowed a message comes up to let the patron know they have already read this title.
Would check at a bib level (so not just the actual item that is scanned, but any bib that item is associated with). Should be based on what is in the reading history of the account. Would need enhancement for serial issues, as the reading history currently only advises…26 votes -
Polaris ExpressCheck Auto-Renew
When a patron accidentally scans an item twice at the ExpressCheck, it performs an auto-renew. It would be nice to have an alert stating it's a duplicate checkout or something that prevents it from using a renewal.
5 votes
- Don't see your idea?