273 results found
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Ability to Reorder Check-In Screen Columns
Allow users to reorder the columns on the check-in screen to fit their needs. Some staff members like to have the Shelf Location and Collection closer to the actual name of the item. It would be wonderful if each staff member could reorganize it to fit their needs in the moment.
5 votes -
Update Circulation Status when an Item record is Deleted
When staff delete an Item record, the Circulation Status remains as it is. This is confusing staff thinking an item is available e.g. the Circ status is IN, while the Record is DELETED.
We are asking for a feature where when an item is Deleted, that the Circ Status change to UNAVAILBLE.3 votes -
Find Tool: ability to filter collections dropdown based on library logged in
We are a large consortium in which each library has their own list of Collections they use. Throughout most of Leap, they can see their own library's list of collections and choose appropriately. But within the Find Tool, when they go to filter and add the Condition for "Collection", it shows the entire list of collections for our consortium. It would be great if this aspect of Leap could also limit the options to just their library's list. As we have a lot of part-time staff who have not memorized their collections list and end up choosing the wrong ones…
1 vote -
Renewal updates to date of registration for cloned patron accounts
It would be great if when staff clone a patron account (typically when families are registering together) the renewal date for the account does not also copy over.
If staff do not catch this and modify the renewal date accordingly, we can (and do) end up with patrons who expire mere months after registration--creating a great deal of confusion among the patron base.
2 votes -
Limiting an item to your library and patrons
The options to limit whether an item stays at a specific library location and is accessible to patrons from specific libraries needs to be updated to allow us to put the time limit for all these options. Currently, you can only put a limit for "Patrons from this library and branches" for however many days you'd like that to be active for and it will count down (which this should be an actual count down that will unselect after the amount of days has been fulfilled). It would be nice to be able to set a similar countdown for the…
2 votes -
Allow a popup note for certain material types on self-checkout machines
For certain material types, it would be helpful to have a note pop up at self-check machines to make patrons aware of the condition of certain items. An example would be a notice like: "Some items are locked. Please see a staff member to unlock." It would still let them check it out, so it'd be different from a block.
4 votes -
picklist column
Currently, the column layout in the Picklist Processing workform (such as EXPIRATION DATE) is hard-coded and cannot be modified or hidden via Polaris System Administration. We request an enhancement to allow libraries to customize column displays in the Picklist Processing grid (e.g., ability to hide or remove unnecessary columns like EXPIRATION DATE per branch or system preferences).
12 votes -
Request Manager go back to where you were
When you are in the request manager and click on a hold request, then close the request, you are brought back to the top of the list. It would be great if you could be brought back to where you left off on the list.
13 votes -
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.
2 votes -
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.
16 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…
5 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.
3 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.
9 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.
17 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.
15 votes
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