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ILS - Polaris

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115 results found

  1. 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.

    47 votes

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  2. 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.

    3 votes

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  3. 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.

    3 votes

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  4. 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.

    30 votes

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  5. It would be helpful if the bib duplicate check popup had an option to open the records in a Compare window. Currently staff have to do a separate search for the potential duplicate records to be able to closely compare them and/or copy data from one to another, then redo the duplicate check to merge them.

    8 votes

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  6. It would be helpful if Leap had the client functionality allowing staff to add items to a record set from a bib record.

    10 votes

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  7. There's no limit (that we've run into, anyway) in the desktop client to the number of z39.50 remote databases you can search at a time, but Leap has implemented a 10 database limit. If there needs to be a limit, can it be slightly higher at least?

    2 votes

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  8. The ability to block item barcodes that begin with specific digits, such as 978, would be a tremendous benefit for libraries. During item record creation, staff may accidentally scan the ISBN or UPC printed on the item instead of the library-assigned barcode intended for circulation use.

    Providing the ability to restrict or block specific barcode patterns would help prevent incorrect barcodes from being saved to item records. For example, preventing an item record from being saved when the barcode begins with 978, the standard prefix for traditional ISBNs, would significantly reduce these types of errors and improve data accuracy.

    7 votes

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  9. AS a consortia that includes many small 1-2 person libraries, we would like the option added to force member libraries to use templates. No matter how much we encourage, train, and setup their templates, they are not being used consistently across all members. This is causing export issues when sharing our catalog statewide for ILL and will now being causing issues when we are a ztarget for the state ILL system. We can bulk change all these items, but that is wasted staff time, when it would just be easier to force those 1-2 person libraries to use the templates…

    7 votes

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  10. In Leap, the parent/child item relationship is currently limited and does not support full navigation or management between linked records. To support a complete workflow in Leap, the following enhancements are needed:

    1. Add the ability to link from a parent item record to its associated child item record (currently, linking is only possible from child to parent).
    2. Add the ability to create a child item directly from an existing item record.

    These features are essential for fully managing parent/child item relationships within Leap.

    3 votes

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  11. As of 8.0, users can export MARC bibliographic data, but not MARC authority data. Can this utility be updated to also allow export of authority data? This would help catalogers during cleanup and maintenance projects, and it would make Leap functionality align with the desktop client.
    Example of a case where this function would be useful: Vendors like Backstage may ask for a sample of existing authority records. Being able to use Leap to export MARC authority files would help libraries with limited or no desktop client access.

    9 votes

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  12. The option to link headings from a bib in Leap was a needed improvement, but there are still issues which hinder the feasibility of cataloging in Leap.

    When using the "check headings" feature, the search defaults to the local database. When you switch to searching remote databases, the search term is deleted, meaning that you have to copy and paste or retype the search. It would be very helpful if the "Authority Record" and "Authority Record (remote databases)" options were combined. Ideally, I would see a single Authority Record search option which defaults to local records but gives the option…

    11 votes

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  13. The Background Processing screen (specifically under MARC Import) does not currently support the newer LEAP pagination options available in other, more recent LEAP screens. This creates usability challenges when reviewing and managing historical imports.

    Problem:
    The current interface relies on a “More” button to load additional records page by page rather than having the option to load all and setting the record count to view. This creates several issues:
    • Staff must repeatedly click “More” to access older records, which is inefficient and time-consuming
    • There is no option to “load all” or quickly navigate to a specific point in…

    10 votes

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  14. Record set printing is often a mystery -

    I often need to print a List View, but the printed result is very unpredictable.
    Sometimes it turns out how I want, but other times the page is limited to the top of the page (see attached photo), and 3 times as many pages print since the whole page size isn't utilized. It seems to depend on the size of the columns and how many are hidden, etc, but I can't be sure what factors make it work.

    The best workaround seems to be printing to pdf, checking it, and then printing…

    12 votes

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  15. First, let me say that I think the Manage Item Records tool found on the Check In screen is good. For basic item edits, it is superior to editing via the Item Details screen in many ways. It has better permission controls, better item history logging (see attached image if you're unfamiliar with this), and allows edits to more than one item at a time (a lighter, more intuitive version of Item Bulk Changes). That said, I think a few changes could take this tool from "good" to "great".

    First, I think that having an independent option on the Check…

    15 votes

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  16. During MARC import, other 02X fields (022, 024, 028) only match on $a, but 020s match on any subfield, including $z, which is supposed to invalidate the following ISBN. Is it possible to modify the match points for 020s so that they only match on $a?

    On a related note, just out of curiosity: in the MARC import settings, why are most match points referred to by field number (022, 1XX, etc.), but ISBN and UPC are referred to by name? (And wouldn't UPC already be covered by 024 $a, since the 024 match point doesn't look at indicators? Or…

    14 votes

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  17. Right now, staff can only copy & paste diacritics from elsewhere into Leap, but they have no way of directly inputting them into cataloging data. The toolbar was able to do this, but Leap cannot.

    23 votes

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  18. Consider relocating the First Available Date information from the Source & Donor tab to the Statistics tab within the Item Record. When weeding materials, many libraries review the First Available Date alongside circulation statistics to evaluate item usage and age. Placing this field within the Statistics tab would streamline the workflow and reduce the need to navigate between tabs during the weeding process.

    18 votes

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  19. Allow the 650 & 655 tags to be sorted alphabetically. When bringing in older MARC records there can be masses of duplicated headings. The ability to sort them alphabetically would make deleting them much easier.

    8 votes

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  20. On bib / item records, display the release date of titles when the title is not yet released. This will remind users to not make books available when they are received but not yet released. This info might not be in the typical metadata bundle but would be very useful to have.

    9 votes

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