270 results found
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Improve Hold Notifications in ExpressCheck
We would like to see clearer messaging in ExpressCheck when an account alert relates to holds that are ready for pickup. Additionally, displaying the number of holds ready for pickup on the checkout screen would be a valuable improvement.
Previous versions of ExpressCheck displayed this count, and patrons appreciated being able to see the number decrease as they checked out their holds. This provided a simple visual confirmation that they had retrieved all their holds from the shelf, helping prevent items from being left behind.
1 vote -
Automatic notification for holds on missing items
If there is a bib record with a single item and that item is marked missing or lost and that item has a hold placed on it, the system should automatically cancel that hold if it hasn't been fulfilled within 14 days (especially in the case of a missing item) and notify the patron that the hold is being cancelled due to the item no longer being available. It would be one less thing that staff would have to manually keep track of and make it quicker for patrons to know that they won't be getting an item.
7 votes -
Managing holds
There should be a way for staff to edit a hold once it has been placed.
For example, a patron unknowingly places a hold on a bib record that only has one item attached to it. As staff it would be nice to simply be able to edit which bib record the hold is for instead of having to place a new hold entirely and either group them or leave two holds for the same item, different editions on a patron account.
Another example: We should be able to edit an existing hold request to either make it an item-level…
3 votes -
Customize Order of Holds in Polaris ExpressCheck
Holds are currently listed by date with the holds ready for pick up grouped at the bottom. We would like to customize how the holds are sorted with the holds ready for pick up listed on top.
2 votes -
Ability to assign Find Tool SQLs to permission groups
We would like ability to assign certain Find Tool SQLs to particular permission groups. This would narrow down a list for an individual so they dont need to see every SQL we save across the organization.
Example: I have several SQLs I run every month and add to record sets for staff to review. I currently dont have those saved in Leap because it will crowd the SQLs that already exist there. I would like to assign those SQLs to our Admin permission group so that only that group of staff can see them for running.
7 votes -
Clerk Codes for Circulation Staff
It would be nice to have Clerk codes for Circulation Staff to enter to perform patron transactions. Once the transaction clears, the system resets and is ready for the next clerk code. This would alleviate the need for each staff member to have their own Polaris login and more importantly help identify staff that may need more training. It would also keep staff from piggybacking off another staff member's login. We would be happy if this was an option that could be turned on and left off for those libraries that do not desire it.
10 votes -
Remove the dashed line around library card in Express Check
The dashed line around the library card exists regardless of the size of the image. Please remove the dashed line aroound the library card image. I'm running 8.0 and was told by support that all sites have display the dashed line.
1 vote -
Ability to choose multiple Collections for an item
Sometimes one collection assignment isn't enough. For example, we have libraries who would like to be able to choose both Young Adult Graphic Novel Fiction AND Manga ; Sci Fi/Fantasy Fiction AND Adult Fiction, etc. etc.
6 votes -
More customization for Leap Check In screen
We are a large consortium with over 40 branches. Each one prefers their check-in screen a little differently. Some would like to see less information on the check-in screen while others would like to see more. And some would like to remove some columns and add different ones. Can we have more customization on the admin side so we can add/remove fields for libraries when asked? Right now we can only choose from the given list: Title, Material Type, Shelf Location, Call Number, Patron Name, Assigned Branch, Collection. Some libraries would like to see the Loan Period Code... specifically.
15 votes -
Allow library to exclude certain material types from Claim Return function
Polaris' claim return function is great for locally-owned items but is problematic with INN-Reach. We are constantly reminding staff NOT to use Claim Return for INN-Reach items because it can break transaction links but they continue to do so. If system admin allowed us to exclude our INN-Reach and WorldCat material types from Claim Return and Claim Missing Part functions, it would reduce errors significantly.
24 votes -
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…
9 votes -
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.
11 votes -
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.
19 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.
20 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…
15 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.
26 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.
13 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.
8 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.
29 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.
6 votes
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