255 results found
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Registration renewal option to add a renewal period on top of the existing expiration date
We have paid non-resident fees which get used for unique patron codes which last 1 year. If a customer is renewing their registration early, we give them a year from their expiration date so that they are not losing any of the time that they previously paid for. Perhaps a checkbox in the renewal dialog box to indicate that this is what we want to do, but also an option to have this automatically toggled for certain patron codes and an option to suppress its use when an account is fully expired.
1 vote -
Option to apply Registration fee waivers to transacting branch
Currently if a registration fee is charged or waived, it is applied to the patron's registered branch. I would like the option to have those listed under the transacting branch. For us this helps with accountability when running waive reports for cash reconciliation.
2 votes -
Print view of just items out from Leap patron account without header
In Leap, staff would like to be able to print a list of a patron's items out without printing the whole screen including the header with the patron's account information - similar to the print function available in the items out view of the Patron Status window in the Staff Client. Use case: a patron is checking out some items but has other items at home and wants a list of all their out items with due dates printed on the receipt paper from the desk.
9 votes -
Using Shift + Click for holds
Staff would love to be able the ability to use Shift + Click to select a range of hold requests in the Leap Patron record Holds view. This is an option in the Items out view (as well as in the Find tool and record sets) and it would be great it this could also be added into the patron Holds view.
3 votes -
Patron notifications for holds that become unavailable
Issue
When a patron places an item-level hold and the item’s status is later changed to Missing, Lost, or another status that renders the item unfillable, the patron is not notified of this change. The hold remains in place without any communication, leaving the patron unaware that the request can no longer be fulfilled. This also happens with bib-level holds when the last available item linked to the record goes to a status like Missing or Unavailable.Requested Enhancement
When a hold becomes unfillable due to a status change (e.g., Missing, Lost, Withdrawn, etc.), Polaris should automatically notify the patron…
7 votes -
Ability to have a different 'Number days held for pickup' based on Material Type
Our member libraries would like to have their admission passes (Material Type 'Pass') configured for a 3 or 4 business day pickup window, whereas all other material types are configured for 10 days. (10 days is too long to hold admission passes for pickup, but makes sense for everything else.) I could see where this might be beneficial for other material types also.
9 votes -
Provide a way for administrators to disable all patron credit features
Our libraries would like to disable all the patron credit features. Most of our libraries do not accept lost-and-paid items; once the item is paid for, it belongs to the patron if found. We have 43 libraries in our system and our reconciliations of lost item payments is already complex enough that we can only do it semiannually. Adding a 'paid from credit" line is going to bring up questions from our auditors. And mistakes have already been made when staff doesn't see the credit on a patron's account and so asks them to make a payment.
8 votes -
Search results
When searching in Leap, sometimes I need to take all of the search results and add them to a Record Set. I wish I had a select all button. In stead I have to individually select every single record to be added. This would save me so much time!
4 votes -
Filter by Patron Selection Only in Outreach Services Utility
It would help speed things up if the way we can filter by Active and Inactive patrons for Outreach could also be done with the Patron Selection Only checkbox with something like a yes/no drop down. We could more easily focus on patrons that need the extra attention.
1 vote -
Indicate count adjustment when filtering a record set, retrieval etc. in Leap.
When looking at a large (or even a smaller record set or list of records of any kind in leap), it would be incredibly helpful to see the new count when adding a filter. For example, I I have a record set of 10,000 items with mixed circ statuses and I want to see how many items in that record set are checked out, It would be great if when I type checked out into the filter, it would say (similar to the count only in the Find Tool) something like 300 of 10,000), similar to the way Picklist does.
4 votes -
Provide export option for hold unclaimed from Picklist
This would enhance staff ability to isolate items requiring action, particularly when unscheduled closures impact hold until dates and for special programs that have different parameters.
2 votes -
Update SIP to handle foreign characters (diacritics)
SIP should handle foreign characters (diacritics) correctly. When a patron's name or an item's title has a diacritic then it throws an error. For some vendors, it breaks the application and prevents customers from logging in and/or accessing their checked out or held items.
11 votes -
Ability to limit the "Number of days past first available" setting to the branch level only.
The "Number of days past first available" setting was developed specifically for the issue where libraries would like the new item's hold requests to be limited to only patrons registered at the item’s assigned branch and other branches associated with the same parent library for a specified number of days. We would like to try this workflow, however, it won't work in our system as all of our branches are under the same library organization.
3 votes -
Add the ability to round all prices to nearest nickel
With the production of pennies ending, we've had some discussion around prices in Polaris. Ideally, we would like to see some method of optionally having all prices (item prices and fines) rounded to the nearest nickel. We haven't run into any problems yet, but as pennies eventually become more scarce, we suspect that we'll have trouble with cash payments.
10 votes -
LEAP: Change status from checkout to Lost or Damage in an item's record
A patron doesn't have their library card number on hand, can there be a way to change the circ status to lost from the item record so the replacement cost can be automatically be charged to the current patron's record? At least from the owning library's side, I understand messing with anything in the 'Details' tab shouldn't be done by another library. Hopefully, it can be done with less hoops to jump through by going through the item history and making sure to select the correct patron or hitting any of the other tabs.
4 votes -
Auto-Renew on Collection Level
We are removing overdue fines for our Children and Teen collections and wanted to enable auto-renew for the collection codes that are related to the Children and Teen collections, but realized auto-renew can only be enabled on an organizational level. It would be great if there was the ability to enable it on a collection level, especially for children's materials as, I'm sure we're all familiar, children are really bad at remembering to renew or return
6 votes -
Add Temporary shelf location to picklist
Make temporary shelf location visible on picklist. Adding this to the picklist will allow staff to quickly locate items that might be on display or some other temporary shelf location.
9 votes -
Ability to bulk update the expiration date to a relative date
Most of our libraries have changed their expiration date to 2 years. For new patrons this is fine, but for most existing patrons, their expiration date will still expire within the original 1 year expiration period. It would be helpful to be able to bulk update patron's expiration date, for a particular branch to a relative date. For example, 2 years from the date of registration.
3 votes -
Ability to suppress patron codes at registration
Our system uses over 20 patron codes but less than half are used when first registering an account. We'd appreciate the ability to suppress some patron codes from the patron code dropdown menu in the NEW patron workform (but not when displaying an existing patron account that has already been saved and had a patron ID assigned). This would cut down on staff accidentally selecting the incorrect patron code when registering accounts.
3 votes -
Being Repaired Transition
We would like Polaris to offer the option for libraries to transition items with a Circulation Status of Being Repaired to Missing or Withdrawn after a specified number of days. We envision this working like Lost Item Transition and Missing Item Transition.
Idea Value
Adding this feature would allow for a more streamlined process for cleaning up, and eventually withdrawing/deleting, item records.14 votes
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