259 results found
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Print Holds Slips in Scanning Order During Bulk Check-In
When using Leap to process carts of new items, we need to both reassign items to different branches and print hold slips in the order the items are scanned. Currently, neither workflow works as needed. Saving an item record set causes Leap to reorder the records by title, and exporting the record set reorders them by control number. In addition, when an Excel file is used for Bulk Check In, Leap prints the hold slips in control-number order rather than scan order. This makes it very difficult to match the printed slips to the physical items on the cart.
The…
1 vote -
Add confirmation when cancelling a patron registration
When adding a new patron in Leap, you have Save and Cancel options. It would be helpful if there was a confirmation before the form closes when hitting Cancel if there is data in the form. Several times, staff have accidentally closed the form they just completed when trying to hit Save. It's not the end of the world, but it's inconvenient.
1 vote -
Allow hold-reset when checking an item in damaged
We often discover that an item is missing or damaged when placing the hold slip to put it on the hold shelf. When that happens, it would be really helpful if we could check it in in damaged mode from held status and be able to reset the hold for the patron. Ideally, there would be a damaged and a missing parts check-in for unattached items (without a last borrower) where we can just remove that barcode from circulation and reset the hold for the patron in one action.
3 votes -
"Undo" check ins/outs and other functions
It would be very helpful to have an "undo" button for more functions in Leap. Particularly for when you accidentally check something in/out.
8 votes -
Separate Reader Services and Reading History permissions
There is currently just one permission (Patron status: Display reader services) that controls access to both the Reader Services and Reading History tab in a patron account in Leap. This should be split into separate permissions so that staff can be granted access to Reader Services without having access to Reading History.
Our consortium policies don't allow library staff to have access to patron Reading History, so while we would love to offer the Reader Services functionality to staff, we can't do that currently without granting them access to patron Reading History. The only theoretical workaround is setting up distinct…
8 votes -
Leap Picklist does not retain Filtered results when using the located option
The Leap Picklist has the option to filter the results by collection and other values to limit the display to a manageable number. However when you interact with one of the results such as marking it as Located, you lose the filtering. The desired improvement would be to maintain the filter as actions are taken until you clear the filter.
13 votes -
Easier checkout option of unclaimed items.
At times we have unclaimed items that the patron actually already picked up. It would be great if we could checkout out these items in "unclaimed" status directly from the patron's holds page on their account. This would be easier and less opportunity for error.
6 votes -
Check against load limits for floating coll. items checking in at any branch, not just at a different branch than item's assigned location
For floating collections items, enable LEAP to check the load limit and send away the item if the limit has been reached when checking in ANY floating collections item at ANY floating-enabled branch, even when the item in question is currently assigned to the branch where the item is being checked in. Not doing this for items being checked in at their currently assigned location leads to the need for manual rebalancing to keep collections from overflowing at a particular location. The load limits and automatic rebalancing should work for all floating item and location combos.
5 votes -
Add "Mark Item Missing" to the Actions Menu
It would be useful to have a "Mark Item Missing" selection available in the "Actions" menu for Item Records. Not only would this be more convenient for staff who are unable to locate an Item that was not on the Picklist than navigating to the Details page and manually changing the status there, but hopefully this could be implemented in such a way that staff don't need the Item Records - Modify Header - Cataloging permission just to mark an Item Missing.
18 votes -
Increase the supported barcode types for system-assigned barcodes function
When adding barcodes in bulk, there is an option for "use system assigned barcodes." Our barcodes are 13 digits; CODABAR, with start-stop codes, and a check digit. This is not currently supported, and I would like to have that option so staff don't need to scan each barcode individually. It's really frustrating to not be able to use one of the features we were excited about.
4 votes -
Separate held item periods for items with additional holds vs. no holds
We would like the ability to set one number of days for an item to remain held if other holds are attached to the same bib record and a second setting to set a number of days for an item to remain held if no holds are attached. This would allow high-demand items with waiting lists to move more quickly through patrons, while at the same time keep low-demand items on hold shelves for longer, increasing the rate at which they get picked up and borrowed.
Right now, we hold items for 7 days. For a popular title, that adds…
7 votes -
patron duplicate detection box full screen
When the patron duplicate detection box pops up showing possible duplicate patrons, the box is rather small. Could the box be full screen so you can see the duplicate patron details better? We often have to review duplicates and the larger box would help our workflow.
3 votes -
Add "You saved" to checkin receipts
We would like to see the "You Saved" amount message added to checkin receipts
3 votes -
Find Tool Customization
Currently there are a lot of search options that many of our staff do not use within the search tool. I would love a way to customize this per user either to have favorites that float to the top or a way to suppress options that can still be quickly revealed for those extra rare use cases.
24 votes -
Inventory to update item status
I would like to have the option for items being inventoried, if they have an anomalous status, to have those items go to a status of IN. Of course, we would rather not do that for damaged items, etc., so the ability to decide which statuses would be updated to IN, such as missing, would be essential.
12 votes -
Waive fines/fees during youth to adult transition process
Allow the option to waive fines/fees when youths are transitioned to adults in automatically in Polaris 8.0. We do not want to have the new adults be responsible for a balance that was charged to them as minors.
3 votes -
Advance Additional Hold Requests Through RTF Sequences
When multiple hold requests exist for the same title, Polaris may keep all of the requests in the same Holds Request to Fill Routing Sequence as long as a single eligible item remains available in that sequence. This can occur even AFTER one item has already been identified to fill the requests.
As a result, the remaining requests may wait through the full primary and secondary routing periods before reaching the tertiary sequence, even though other libraries have available items that could fill them immediately. Depending on the configured days-at-branch settings, this can unnecessarily delay requests.
Polaris should evaluate each…
12 votes -
Ability to prioritize hold requests to be filled by a branch that has multiple copies of the requested title
Currently, if a customer places a request, it will go through the list of branches as we have them prioritized currently. It may try to pull a hold from a branch that has only one copy while another branch has five on their shelf. I would like to be able to prioritize those branches with more copies for two reasons. First, it can help us to distribute titles more evenly through our use of the floating function. And second, it can help fulfill a hold more quickly. If a branch has more copies of a title, it is likely that…
17 votes -
hard code phone number format
Hard-code phone number format in LEAP. This will ensure all phone numbers are input in a uniform manner making searching easier and more accurate
19 votes -
Add Date to Dated Note in Search Results, Simply Reports, etc.
We'd like to see the date of dated notes be displayed on search results, in a record set, and also available as criteria in a Simply Report search. We'd like to use this tool for things like specific waiver expiration dates that do not coincide with patron expiration dates, among other things. By displaying the date in the search results we'll be able to quickly take a bulk action based on dates.
10 votes
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