137 results found
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Lifetime circ # in a bib record should include all previous item circ attached to that bib, whether the item has been deleted or not
I've seen a request to include item and bib circ together on the bib record, and that would be great. However, a major problem for us is not keeping historical circulation info in a bib record. Right now, Polaris does not keep circulation stats from deleted item records in the total lifetime circ, which means we have lost circulation from deleted item records and the total number is just the circ from current active item records, not a true lifetime count. We need the lifetime circulation number of a bib record to include all the circulation attached to that bib…
5 votes -
Improve MARC Import user experience
The LEAP MARC Import tool requires extra clicks and scrolling back and forth every time you use the import process. My team uses this process many times a day, so the extra clicks add up quite a bit, even to causing ergonomics issues. Updates to reduce the amount of clicking could cut the time spent on setting up import processes by almost half.
You have to click "Select File," and then get a popup where you have to click a second "Select File" button. You should only have to do this once.
Generally you are working top to bottom down…
3 votes -
Linking pre-coordinated authority records
Currently if you have pre-coordinated authority records that are not established editorially, the individual SH will be imported but will not link to the appropriate bib record without changing the pre-coordinated SH to the base-phrase.
Example, if I have the SH 650 _0 southwestern flycatcher $x conservation and want to link southwestern flycatcher to the $a and have the appropriate SH the system will prompt me to change the SH in the bib from 650 _0 southwestern flycatcher $x conservation to 650 _0 southwestern flycatcher. Likewise, if I try to link the free-floating pattern heading $x conservation I will be…2 votes -
Maintain date-ordered holds queue when transferring holds from one bib to another
When transferring holds to one bib from another, Polaris does not maintain the date order of the holds queue, even though the original request date stays with the transferred hold. Instead, staff have to manually move holds up and down. This is a huge waste of time. We'd like for holds transfers to maintain their place in the queue when transferred, which can be accomplished by simply ordering the queue by date as part of the transfer process. This is a daily occurrence for us.
8 votes -
Display processing pop-up
When items using a shelf location with display processing enabled are checked in (normally or via in-house), could a pop-up be displayed to ask staff whether the item should still be on display instead of the shelf location being immediately updated?
1 vote -
Additional option for bulk changing Call Number fields
During a major labeling/item record change at our library, we have had technical services staff appending a non-Dewey subject name in the Classification field. However, this has to be done manually for each item record, as there is no option to prepend/append/replace information in these fields (as is the case with the Block and Notes item record bulk change section). Adding this feature to the Call Number tab would save immense amounts of staff time, in addition to saving us from relying on consistent correct spelling or the need to correct item-by-item a perpetuated mistake (our example? Someone accidentally input…
9 votes -
Add new optional indexes to Quick Search
Add Bib record id to quick search, or include more possible indexes for keyword searching in Quick Search. We wouldn't want to enable ALL possible indexes because the goal of quick search is to be quick, but we would like to choose which ones we can enable and have far more options than we do now. Bib record ID & Patron ID are the two we would prioritize, which staff use constantly.
8 votes -
Allow deleting fields with specific data and deleting duplicate fields in Bib Bulk Change
Current bib bulk change does not allow deleting fields with specific data or deleting duplicate fields. For example, we can only delete the first instance, last instance or all instances of a MARC tag but we cannot delete a tag that contains specific data. This means in our consortium when weeding electronic resources like Kanopy for one library and not the others, we cannot tell Polaris to delete the 856s that contain one library’s URL and not the 856s for other libraries. We have to export the records out of Polaris, use MarcEdit to delete the 856 for the library…
30 votes -
Include Home branch and Hold Limited to Pickup at as part of 852/949 Embedded holdings field/MARC subfield mapping in import profiles
Home branch and Hold Limited to Pickup at are not part of 852/949 Embedded holdings field/MARC subfield mapping in import profiles, so we normally use the item template associated with the import profile to load the missing fields. We are using the Automatic MARC import via FTP (the equivalent of One-Click MARC) process linked to suppliers of which we can only have one per library since on the vendors side (Ingram, Midwest and Brodart) there is only one FTP directory per library which is linked to the supplier record. This means when we load records for multi-branch libraries, we can…
12 votes -
Make Ability to Replace Bib Records Permission Based
Currently everyone with the bib modify permission can Replace (merge/overlay) bib records. However, in a consortium, our libraries staff have different cataloging expertise so we would like to limit the people who can Replace.
We would like to request that the ability to Replace (merge/overlay) bib records be made permission based so that we can assign that permission only to staff who should be able to overlay records.
18 votes -
Re-index from Record Set
We would like Re-index to be added as a possible action from a bib (or auth) record set.
As was mentioned in this archived ticket (https://ideas.iii.com/forums/951742-ils-polaris/suggestions/47422874-ability-to-perform-a-full-re-index-on-a-set-of-bib), sometimes back-end changes are necessary and require the records to be indexed.
Another use case is when adding a tag to the Keyword search index. A library may have a subset of records with that tag that now need to be re-indexed. Rather than have to make a fake edit and add an updated modification date OR have Clarivate to a costly and time consuming index of the entire catalogue, we should…17 votes -
Remain on current bib after refreshing Compare Tool
When you have several bibs to compare and have moved from the first one to a subsequent one and made changes, hitting the refresh button moves you back to the first bib for comparison. It would be helpful to stay with the bib you had open most recently on the compare side.
13 votes -
Retain record set filter after removing a record
Currently when you use the filter field to narrow down the records in a record set, your filter is lost if you select and remove one of the records. It would be helpful to retain the filter.
28 votes -
bulk change errors for item records - barcode assignment
We have experienced problems with bulk edits to item records when adding a range of barcodes. If one of the item records is open or already has a barcode, the correct barcode will not apply, but LEAP will continue applying barcodes to the rest of the list, which are all now added to the wrong item record. Ideally, could the process be updated so that barcodes will apply correctly starting with the next barcode and the next item record, skipping the open or otherwise uneditable item record AND the barcode it should be assigned? If not, we need an error…
8 votes -
Bib workform All Items list - Add navigation from open item workforms to next/prior item
Can development add a navigation option when someone has an item workform open on the All Items tab of the bibliographic workform to allow moving between item workforms without needing to close and manually open the next item?
One of the sticking points for technical services staff to adopt Leap is not being able to quickly navigate between item workforms to update barcodes while cataloging. In the desktop client, staff are able to use the View navigation options. Our current guidance is to use Bulk Change if the same revision needs to be made to multiple items or to use…19 votes -
Carousel images
It would be nice to be able to add an image to a MARC record in Polaris that will show up in the PAC. We once used Verso as our ILS and they had the option to add image paths using 856 electronic and access field. Images often do not accompany records (particularly with DVDs) and our front page content carousel ends up looking sparse and ugly due to lack of images.
7 votes -
Option to slide divider to resize record header and editable data field
When you open a bib or item record, the header takes up about half the screen (with a slider bar if the record is long). For staff going in to edit the item details tab or the bib MARC tab, they no longer need to keep seeing all the header info. It would be useful if the field with the editable data were in a horizontal split screen or divide that could be slid up to minimize the header and expand the editable space.
18 votes -
Customize Items view of bibliographic record
The current fields displayed in the Items tab of a bibliographic record aren't always sufficient for our needs. For example, displaying the Copy or Volume field would be extremely helpful for encyclopedias, yearbooks, or other continuing resources with multiple distinct copies on the same record.
15 votes -
Default bib & item records to read-only in LEAP
Create the ability to default to view-only when opening bib records and item records in LEAP. It is a major issue for acquisitions and cataloging staff importing MARC files or doing bulk edits to item records when someone else with edit permissions is just looking at a title or copy. The specific record affected doesn't even pop-up to let you know about it, instead you have to go check a separate report. For the MARC import report, that means a very long report to have to scan through each time. Having the default view be view-only, and requiring staff to…
29 votes -
Create a permission to allow only authorized staff to check-in a withdrawn item
Create a new permission that we can give to different groups, allowing them to check-in a withdrawn item record by clicking through the pop-up. Default to NOT allow clicking through the pop-up. This will make it much easier for us to manage withdrawn items centrally.
8 votes
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