225 results found
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Allow more control over registration options in PowerPAC
PATRON REGISTRATION – LEAP & PAC, control over menu option displays
Allow control over what options show for Notices Address, Notification Option, and Text Messaging Phone on Leap and through Patron Registration via the PAC. Being able to remove menu items that don’t apply would solve notice issues. The drop down menus that list None and other non-system options create notification issues that could be avoided with control over these settings.1 vote -
Separate permission for offline upload (Bookmobile) and patron import in Leap
Our consortium still uses the Polaris staff client for a couple of functions - primarily for offline circulation during upgrades and emergency outages (loss of internet or urgent server maintenance). For this reason, most senior circulation staff have to have the "Access patron import" permission as that controls access to the Bookmobile offline upload process. But we don't want all senior circulation staff to have the ability to import patron records - we want that to be limited to a very small group of staff who have been cleared to handle student data files (and have the approved secure file…
2 votes -
Have the Physical Condition information pop up when checking in and out items
Currently, item condition information is put in the Free Text Block. However, that information can be overwritten (and lost) if the item becomes part of a record set that is universally updated. As it's important to know item condition issues, it would be great if the Physical Condition block could be a pop-up when it includes information.
7 votes -
Suppress RFID dialog during slip printing.
QZ Direct to Print has helped streamline slip printing in Leap but one annoying dialog we didn't have to deal with in the staff client remains. During an RFID operation, if Leap is asked to print a receipt, RFID processing is paused (suspended) to allow the receipt to be printed. A pop up message appears to allow the user to continue RFID processing of any remaining items once the receipt is printed. There is currently no way to suppress this message.
4 votes -
Add support for Preferred Borrowers that applies to checkouts as well as holds
In larger consortia, it's very impractical to have granular patron codes per library or branch. Our resident patron codes are shared by all the libraries, but this creates some problems for certain materials that libraries can't reasonably share. The Preferred Borrower hold limit can help with this, but it puts the control of circulating restricted materials on the staff. If a Preferred Borrower setting could apply to checkout of certain materials the way holds can be limited with Preferred Borrower settings, staff would not have to struggle with overrides or demanding patrons from the next town over.
2 votes -
Append Hold Pickup Slip to Hold Slip
There are already some other ideas/requests for additional Hold Slip configurations and, while I fully support any additional receipt configuration, they're scope is pretty broad. Meanwhile, this is a pretty specific idea/request that I would hope could be implemented easily. The subject pretty much says it all, but we would like the ability to append the Hold Pickup Slip to the Hold Slip. Currently, it is only possible to append the Hold Pickup Slip to the Hold Call Slip (not a particularly distinct name...) which prints ALL of the patron's available holds. This can result in some VERY long receipts…
2 votes -
Search Timeout setting for Leap Find Tool
Currently, the Find Tool in the client allows us to adjust the search timeout period. We would also like to be able to adjust this setting when searching in Leap.
For example, recently I wanted to put together a record set of items with subject heading "bicycles" (about 500 titles in total). This search took about 45 seconds to run in the Find tool, so I was not able to make the record set in Leap - I had to run the query in the client. As we move towards using Leap exclusively, this is a gap that would need…
4 votes -
Have patron emails say clearly if an item was not autorenewed
Patrons are confused by items that don't autorenew. The receipt lists the items out, the due dates, and the "potential" renewals. But if an item doesn't autorenew the patron doesn't realize it. It's causing patrons to accrue fines because they assume their items have autorenewed. It would be lovely if the email could list items that were autorenewed, items that were NOT autorenewed, then other items checked out.
9 votes -
Conditional Required State for Fields on Registration
We would like to be able to control whether or not a given field is required on registration based on the patron code selected. For example, we have a "No Permanent Address" patron code where ideally, address would not be required when that is selected. Or, we use one of our User Defined Fields for Parent/Guardian Information, which we would love to make required when a patron code indicating a minor is selected.
6 votes -
Autogenerate PINs for patron record creation
We would like Polaris Leap to generate a default password/PIN for new patron records that can be turned on or off. We would prefer if one of the options for default passwords/PINs be 6-digit birthdate MMDDYY. Patrons can update their password/PIN in Vega if they want to. It would also be great if resetting the password/PIN resets it to the default.
4 votes -
Non-blocking Note limit Increase
We have recently been coming up against an error when adding additional notes to the Non-blocking notes field. There is a current character limit of 4,000 characters that's not noted anywhere I could find on the help section. Can this character limit be updated, as there are many instances where notes need to be kept for historical purposes?
3 votes -
LEAP: Pop-up when paying for an outside library's item
Allow for a pop-up when paying for an outside library's item, e.g. 'this is not your library's item, would you like to pay for it' hit continue or cancel, similar to when you're trying to scan a requested item that is meant for another patron. There have been times when a patron comes to pay for another library's item in cash, and unless the staff member checks to make sure that it's only overdue fees or fees that pertains to their particular library, they keep that outside library's payment. They then have to reimburse the item-owning library or the item-owning…
14 votes -
Allow us to change Circ Status to Withdrawn without checking the item in first.
It can be confusing when staff look at the history for an item and it says it was Checked in/Available and then it shows it as Withdrawn. This happens when we are preparing bills and we need to withdraw an item with the Circulation Status of Lost/Damaged/Replacement cost before we can bill the other library. It would be nice to open the Item Record for the specific item and declare it Withdrawn. I would suggest that a BIG RED BOX pop up and say "YOU ARE GETTING READY TO DECLARE THIS ITEM WITHDRAWN. IS THIS WHAT YOU WANT TO DO?" …
25 votes -
Make it possible to highlight and copy text from Dated Notes in patron account
The Dated Patron notes in Polaris 8.0 do not allow you to highlight the text for copying - the field is protected. Staff would like to be able to highlight and copy the entire note or specific parts of the note (like barcodes) in order to quickly and easily either re-create the note with changes (since it can't be edited) or do a search for a related item or patron recorded in the note.
12 votes -
WebSA branch hours-modifying permissions
Presently in the Polaris client there are two paths to updating a branch's hours of operation in the Administration Explorer. The first is to access the table in the SA path Parameters > Patron Services > Hours of Operations; the second is to right-click the branch name, choose to edit it, and in the new window that opens go to the Tools menu and choose 'Define Hours of Operation'. The first of these two approaches requires the permission 'Modify parameters: Allow', and the second does not.
We rely on staff being able to use the second approach for editing hours…
11 votes -
Allow filtering bib search by stat code
When doing a bibliographic record search, you can filter by Collection (which is only assigned at the item level) but not by Statistical Code (which is also only assigned on the item level).
It would be helpful to have the option to filter by stat code as well.
3 votes -
Configure notification options based on the loan period or specific items
It would be nice to be able to configure notification options based on the loan period or specific items. For example, we would like to send overdue notice for the public laptops that are overdue every 2-hours session.
7 votes -
ExpressCheck Language String Placeholder Breaks Item Information Display
When I adjust the language string with StringID ECTEXTBARCODE_PLACEHOLDER it is changed in two places, one of which is a surprise to me:
* The wording in the input field for the patron card number and
* The label for item information on the "Items Out" screen.
The latter needs to have a separate StringID to make the former work in any meaningful way.7 votes -
Our libraries would like the option to "lock" the multiple holds in a group
Our libraries have mentioned that when staff places multiple holds on different formats of a title and then groups these holds for a patron, the loveliest conscientious patrons will go in and delete the additional holds, thus defeating the staff's intention, which was to create multiple grouped holds in order to expedite the filling of the hold. It would be helpful if there was an option to prevent removing holds when they're in a group.
8 votes -
Edit inventory date via a record set
We would like the ability to update the inventory date directly via a record set. Currently, to update the date for recently checked-in items, we must generate a text file of barcodes and upload it through the Check In - Inventory workform. We are hoping for a feature that allows us to edit inventory dates within a record set, similar to the 'edit due dates' function.
16 votes
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