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ILS - Polaris

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  1. Right now when comparing bib records, the tabs all show the bib control number, which at a glance are simply not useful, especially if you have brought up multiple records. I would love for the display tabs at the top to have an option to display the title.

    9 votes

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  2. Right now when comparing bib records, the tabs all show the bib control number, which at a glance are simply not useful, especially if you have brought up multiple records. I would love for the display tabs at the top to have an option to display the title.

    1 vote

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  3. Please add the format to the information presented in the header section of a bib record.

    8 votes

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  4. Please add the format to the information presented in the header section of a bib record.

    1 vote

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  5. Identifying the correct record set from Find Tool results would be easier if the record set ID was an optional column.

    4 votes

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  6. The search/filter functionality in a record set could be improved by providing the option of applying it to a selected column instead of to all the columns.

    6 votes

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  7. In the client a bib search can be filtered by Item Material Type. This would be useful in Leap.

    12 votes

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  8. Option to sort list of recent/current records with most recently opened at top instead of bottom.

    6 votes

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  9. It would be useful to have the bulk change option in the Find Tool for bibs, like the existing functionality for items.

    7 votes

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  10. The workform for viewing/editing fixed field data is useful in some cases, there are times when experienced cataloguers would find it faster and easier to have the option edit those lines directly.

    8 votes

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  11. Provide an option to retain the load-all after making changes in a record set. Currently if you load all, then make a change, it reloads the limited set of records.

    9 votes

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  12. Just as bulk change applies to all the records in a record set (whether they are all loaded or not), sorting should apply to all the records, not just the ones that are initially loaded.

    15 votes

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  13. The MARC views for most full bib records are longer than the screen and require scrolling when editing. It would be helpful if the Save (and other important actions) either stayed available at the top of the page (as they do in the compare tool) or were repeated at the bottom of the record. This would save having to scroll back to the top of the record to select Save, Duplicate Check, etc.

    13 votes

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  14. In Leap, when item or bib records are closed after edits have been made, the warning pop-up the options are to close without saving or to cancel the close action. In the client, (and in Leap patron records) the pop-up includes an option to save & close, which is probably the intended action most of the time.
    Having to click to cancel the close, then click to save, then click to close again, is a lot of extra steps.

    20 votes

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  15. Because edits can be made on a bib from the compare tool while the bib workform is open and unlocked, it would be helpful to have a reminder to staff to refresh the bib workform if they return to it. When staff are working with multiple bibs, it is easy to forget that a refresh is needed before making additional edits. Saving in the bib workform can result in losing the edits made in the compare tool.
    Ideally a pop-up or a highlighted refresh button would only show up if edits had been made to the bib elsewhere. This could…

    11 votes

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  16. In Leap, when you edit the 008 field by typing in the field directly, instead of opening the editing box, the position of the subfields is corrupted. The ability to edit the 008 field directly works correctly in the Client, and is an important, time-saving feature. Common edits include adding an 'a' for illustrations in position 18 or adding a second date in positions 11-14.

    2 votes

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    Clarification on the enhancement: the 008 field is currently editable without expanding and using the drop downs.

    The enhancement is to no longer require you to remove the character that is in the 008 field to replace it.

    For example: if you have a blank space in position 23 the enhancement would allow you to type "b" without having to highlight the space to replace it, or delete the space after typing your desired value.

  17. In the staff client, we can set a default file for a particular import profile. When that import profile is used, the file is already selected and we don't have to search for it. We'd like this same thing in Leap, but currently aren't able to set a default file and have to search for it every time.

    Idea Value
    This would prevent having to search for the exact same file every time when importing. It would save time, is more efficient, and already works well in the staff client.

    58 votes

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  18. In the desktop client, we had searches sorted by Pub Date then Author. We can sort them in the Find Tool, but clicking the star to save as default settings does not save the sorting preferences for next time.

    11 votes

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  19. It would be very helpful to have an option to view Import Reports for both bibliographic and authority record imports as a spreadsheet, as well as the existing PDF.

    This is mostly true for the records (and associated errors, warnings, and messages) themselves, rather than the more general import information (duplicate detection criteria, MARC validation rules, etc.). This would be helpful for quickly flagging errors, duplicates, and other areas that need attention without having to scroll through a lengthy report.

    5 votes

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  20. The item hold setting option, "Days Past First Available," was added in Polaris 6.4. This hold setting is not currently included in item bulk change options and should be added in.

    Idea Value
    Libraries who want to begin using this feature cannot currently bulk change existing items to use this setting (or, if already using, change the existing value). All other item hold setting options can be bulk changed. For parity, the "days past first available" should be added as a bulk change option as well.

    31 votes

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