46 results found
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Fund Hierarchy Report
Currently, the fund hierarchy report organizes at the Organization level by Org ID. This means that as new organization levels are added they drop to the bottom of the list, and I'm often looking at this from an alphabetical perspective. It would be helpful to have the option to organize the output alphabetically instead.
2 votes -
Add a copy button to supplier records in Leap
The ability to copy existing records makes record creation more efficient. In the Client, staff have the ability to copy an existing supplier record to create another one with similar information. This happens when staff have multiple supplier records for the same vendor because they have separate account numbers. A copy button is not in the supplier record workform in Leap yet. It should be added to the actions drop-down menu of the supplier record like it is in other record types. This will allow staff to feel like the transition to Leap will be easier since it is a…
14 votes -
neunaberb@nampalibrary.org
Acquisitions - need the ability to limit/filter search to Fiscal Year of Suppliers for Invoices or Purchase Orders. Currently, if we look at a Suppliers order history, or invoices, we see everything since we migrated to Polaris.
Sometimes, we need to see how much we are spending with a specific vendor and/or need to see an on-order list with a supplier.1 vote -
Apply credit to POLI
Currently it is only possible to apply a credit to an entire invoice, which then distributes that across all funds for all items on the invoice. We rarely actually have a credit that applies to an entire invoice. It will apply to a single title, or even and single item, and should only apply to the fund for that item/title.
It would be much better to be able to apply a credit to a POLI, or even better, a specific POLI segment.9 votes -
Ability to view Bib circulations (Statistics) by year complete history, rather than just YTD & Previous Year
Being able to see a more complete circulation statistics for the lifetime of a title gives selection staff a more complete picture of the use of a title, in order to make better decisions about purchasing future titles by an author or in a series.
6 votes -
Select multiple items to delete
From the Leap Serials Check In screen, include the ability to select multiple dates for deletion.
6 votes -
Serials: Ability to link to, edit, and print route lists in Leap
When checking-in an issue of a Professional serial, Leap will give a notification that a route list exists for that title. Leap will not link the new issue to the route list or print the list. Currently, my library has to use staff client when checking in Professional serials. It would be very helpful if this feature would be added to Leap.
8 votes -
The ability to check in multiple issues in Leap Serials
In Leap Serials, the ability to select multiple issues and then click check in is needed for large libraries to use Leap Serials, exclusively. The workflow of selecting each individual issue and then clicking check in is slow and tedious.
21 votes -
Ability to assign a specific cataloging fund to Opening Day Collection orders in Polaris
Opening Day Collection orders are created when large numbers of new books and videos are needed to either create an entirely new collection for a branch or to partially replace a collection. Large orders tend to produce large quantities of invoices; for this reason, streamlining all possible aspects of invoice payments is essential to help expedite payments for these orders. It would be very helpful to all libraries if Polaris offered functionality to assign a specific cataloging fund to Opening Day Collection orders. The new functionality would save libraries significant labor when paying invoices for these orders without affecting regular…
9 votes -
Option to return to find results after record deletion
When a record (item, bib, etc.) is opened from Find results and then marked as deleted, it (and the Find results) are automatically closed. It would great if the record did not close (leaving the Results button available) or the record closed and returned the user to the Find results.
18 votes -
Printing workslips in Leap for the received PO lines
Receiving from the PO and printing workslips with one command.
Or at least keep the check marks of the selected PO lines to receive and then to print slips to avoid selecting the same PO lines twice.5 votes -
Option to have items automatically move to "missing" status after item is not found on picklist a certain number of times.
Option to automatically update circulation status of an item to "missing" if the item is not found on a picklist after a designated # of searches.
19 votes -
Ability to Edit Automated Purchase Order Numbering
I would like to have the ability to edit the "Last Used Purchase Order Number" field. I have a FY** prefix attached to each PO I create and would like to restart the numbering at 1 at the beginning of each fiscal year. Currently, our Site Manager has to reset it for us.
5 votes -
Bib Record Links in LEAP
When dealing with missing/damaged/canceled orders, we start at the Bib record and link over to the attached POs/Invoices. Right now in LEAP we have to start with the PO or Invoice, which we often don't know when we have the book in hand. I'd like to be able to link from the Bib Record to either Purchase Orders or Invoices or both.
17 votes -
Damaged Transition
We would like Polaris to transition items with a Circulation Status of Damaged to Withdrawn after a specified time frame. We envision this working like Lost Item Transition and the Missing Item Transition.
Adding this feature would allow a library to automatically remove items from a patron's record (but still retain any associated charges) and allow for a more streamline process for deleting item records.
22 votes -
More Robust Item Record Change History
It would be very helpful to have a more robust item record history. It appears that only the last 12 months of item history is available. It would be great if Polaris would:
A) keep the history of changes in the item record forever
B) improve the data that is stored and presented to staff, for example, so we could see what exactly was edited on 7-26-23 in the screenshot attached. Perhaps by clicking on the entry and having the information pop up.14 votes -
Weeding template criteria should include Last circ date option
In our consortium, libraries weed items based on their circulation almost exclusively, not based on how new or old they are or how many lifetime circs they had. The most important piece of information to them, the Last circ date, however, is missing from the weeding template criteria. We are aware that you can add dates to the power search for inclusion criteria, but those have to be specific dates, so they can't be reused as criteria several months or years later - you'd have to continue remaking the criteria with new dates each time, which isn't convenient or efficient.…
26 votes -
Weeding template "older than" criteria should be based on first available date not creation date
To truly determine whether an item is "older than" a certain time frame for the weeding criteria in our consortium, it should be based on First available date, not Creation date. Many of our libraries add the item record when the item is ordered, which could be months before it actually releases, and they make the status either Being Acquired or In-Process until it's received and checked in, which updates its First available date at that point. Then the item actually begins its "life span" so to speak. So the item isn't truly "older than" a certain time frame until…
28 votes -
Ability to Edit/Modify Publication Patterns
It would be great to be able to edit or modify publication patterns as needed.
Currently, we are only able to modify publication patterns IF no issues have been received. After that, the only way to change a publication pattern is to close the current one and open a new one.
It would save staff time and effort if they could update a current pattern with necessary changes rather than being required to create a new one each time.
31 votes -
Weeding Record Sets need to have Picklist Functionality
Currently, when we turn over weeding lists to staff to pull, they manually mark 'not on shelf - NOS' if they don't find the item. In order to make the new weeding list functional in LEAP, we need the weeding record sets to have the same sort of functionality as a PickList - a column where staff can either mark the item as 'Not Found' or "missing". Ideally the circulation status could be changed to missing at this point, removing the need to manually change these items in the system and remove them from the record set.
Related to idea …
24 votes
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