49 results found
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Parent/responsible party information in registration
We would like an optional field for parent or guardian information in the registration form.
We don't require parents to have library cards if they only want their children to have cards, and we have instances where only children can qualify for free cards (school district vs county lines). It would be great to include a parent name, DOB, and DL# in the child's registration without using fields that prompt duplication notices.
1 vote -
edit transaction notes in account summary
I would like to be able to edit the transaction notes field in a patron account summary. We recently had an instance come up where someone forgot to add information to an item that a patron was being charged for. It would be nice to be able to go in and edit it after the fact as opposed to having to delete the charge and start over.
6 votes -
Add support for automated clearing of the [PolarisTransactions].[Polaris].[NotificationLog]
The PolarisTransactions].[Polaris].[NotificationLog] has Personally Identifiable Information (PII) in it. That table is never cleared, even if you select to clear the PatronID from the PolarisTransactions.
Ideally, we'd like an option for this data to just be cleared out after a certain period of time. If that is not possible, then NULLing the patron id when that option is enabled for the PolarisTransactions should work here too.
4 votes -
Improve Leap quick search for complex patron names
The Leap quick search could do a better job of searching Hispanic names. Often, patrons consider their first two names as given names, not as first and middle, which makes it difficult to search for them when they come in without their cards. For example, if I search for Luis Miguel Paco Sanchez using all four names, LEAP finds the patron. If I search for Luis Paco Sanchez or Luis + either last name individually, LEAP will not find the patron. If I search for Miguel Paco Sanchez, LEAP finds the patron. In this example, Luis Miguel is the first…
6 votes -
Combine current and recent workform tracker into one and use indicators
Separating the Current & Recent workform trackers means you sometimes have to check both to regain access to a record quickly. There really is no need to separate them.
Modern systems indicate active records using a "dot" (think Mac OS, Windows 11, etc.). Combining the workform tracker into a single list would make access workforms in Leap faster.
PS I do acknowledge that some people would have a problem with a growing list of workforms showing. So an option to clear all inactive workforms would probably needed to be added in addition to the close all active workforms option.
4 votes -
When there is a blocking note on an account, a red square block appears like it does for an expired library card.
When a library card is expired a large red box appears on the screen to say the library card is expired. Can we get that same type of box for an account that has a balance and a Blocking note?
16 votes -
Easy renewal for all association members
My staff mentioned that they would like it if we are renewing a patron account, we could have the option to renew all accounts it has an association with at the same time. Ex: If Jane Doe comes into renew, we can have the option with the click of a button to automatically renew John, Jim and Jill Doe's accounts as well. That way all members of a family can be updated at the same time more easily.
5 votes -
patron account edit history
I would like there to be a way to see who has interacted with a patron account, in the same way there is a history on an item record. Today we were trying to see who had made a specific change to a patron account, but because someone else had fixed it already, we couldn't. So, if we had a list like the item history, where we could see who had been in and what had been done, we could more easily know who to contact and train on an issue.
25 votes -
Patron Barcode as Subtext in Current/Recent menu (last4) in Leap
We have found it hard to work with the Current and Recent workfrom menu when working with lots of Patron Records, or more commonly, Duplicate Patron Records.
Names work, but when names are similar or the same it can be hard to figure out which records are which.
Sometimes staff are working with Barcodes as a reference vs. patron names.It would be nice to have a subtext under the Patrons name in the Current and Recent workform list that shows the last 4 digits or the full barcode underneath the patron name.
I have 2 images attached that demonstrates…
9 votes -
Entering new accounts
When entering new accounts in to LEAP, we enter the patron zip code and the city is automatically filled out. At Phoenix libraries, if the city is not Phoenix, we have to remember to change the patron code to Maricopa and the expiration date to only one year. Could these 2 fields also be automatically filled out by the zip code information. It would save a lot of jumping from the top of the registration form to the bottom and back...and could save mistakes when we have a LOT of outreach library card forms to enter.
5 votes -
"Today" on Date Picker
When using the date picker, we'd love an option to select "Today" and have it set the date automatically for us. When updating really old cards, it can be a pain to have to select a date with the picker when we have to change every field. Typing is limited in its ability to be a workaround, because it requires specific formatting in order to work.
14 votes -
Provide a 'plain text' email option in PACREG application
Currently, there's no option in the PACREG application to allow patrons to choose to receive email notifications in plain text - but that option does exist in the new patron application on the staff side. Libraries using the PAC registration feature would like to have that included in the PACREG form.
4 votes -
Expand size and character limit of Reader Services note field
Our Access Services staff use the Reader Services tab and the Note field to list patron details to assist with readers advisory for elderly and homebound patrons.
They use the Preferences options to some degree, but have noticed a character limit in the Note field, which requires them to use abbreviations to fit their details. They asked: "Is there a way for Polaris to increase the character limit of the Note field in the reader services tab? Is there a way to increase the viewable space as well?"
Character limit may be around 250 or so, so they are abbreviating…
3 votes -
Allow for customization of the Notification preferences dropdown in PAC self-registration
In order to require patrons who are self-registering via the PAC to choose a notification preference, please remove the 'none' option from the Preferences dropdown, or at least allow for the option to customize what appears in the Preferences dropdown. By removing 'none' - or allowing for the option to remove it - patrons would effectively be required to provide a notification method, which would allow the library they are self-registering with to easily contact them should any problems arise with their application.
27 votes -
Enhanced Patron Privacy (UDF)
Patron Privacy is becoming a much larger issue. We currently use a UDF to hold our Patron ID.
We'd like to suggest that having the ability to create some way to collect and keep private patron data such as an ID or other PII would be ideal. And having this information encrypted in the database would be preferable as well.
Being able to prevent this information from always showing, would be a benefit and even having the ability to only show a part of that information, such as the last four digits or something similar, would be useful.
5 votes -
Collapse Name on Identification Fields
Staff have suggested that the Name on Identification area of the Leap registration form be collapsable, so that it will only be accessed if absolutely necessary. This measure would be an extra step in ensuring a patron's privacy, if a staff member accessing the record doesn't need that particular information.
4 votes -
Clearer messaging when an invalid barcode is used in a password reset
A patron was using their former barcode to try to do a password reset, and before we realized what the issue was, the system told them they 'had no email address' associated with that account. It would be more helpful if the system told them the barcode was invalid or, even better, that they were using an old barcode.
10 votes -
Leap doesn't save or prompt to save notes when you close a record
- Open a patron record in leap
- Navigate to the notes section
- Make a change to the note field
- Click the button to close the note (upper right hand corner)
The note is not saved, nor is a warning message shown. This is different from the behavior of the desktop, which always saves the note when you close the record (not really the preferred behavior either since there is no undo in notes).
This should work the way changes to the patron registrations work in Leap - warn there has been a change before allowing the record to be closed.
26 votes -
Changing Lost to a Claim
We have customers who do not pay attention to their notifications and an item gets declared Lost that they believe they have returned. I would like to have the option of taking an item that was declared Lost and making it Claimed Returned and even better if it could auto-waive any associated fines.
24 votes -
Generate Alert when Applying An Adult Patron Code for Minor Applicant
When creating a new account in Leap, it would be helpful if when the date of birth was less than 18 years from the registration date AND a patron code for adult patrons was selected, that an alert would display prior to saving, as we see for missing DOBs or other fields.
It should not be a hard block, as it is possible for someone under 18 to register as an adult, but the alert would catch attention to remind staff to confirm/correct during the registration process.
7 votes
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