505 results found
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Remove Notification Options for Staff
Our Library will soon no longer be offering phone notification. I'd like the ability added to remove notification types (Phone 1,Phone 2 etc) from the staff interface so a invalid choice is not longer available. However, we'd still like the ability to record that information in the patron registration if needed.
39 votes -
Automatically change items stuck in transit to missing
Some items get stuck in transit and are never found again, it would be nice if these could automatically transition to missing after a customizable period of time, similar to Lost -> Withdrawn and Missing -> Withdrawn.
51 votes -
Staff's ability to make item bulk changes should follow permissions for item record change
Currently item bulk change functionality allows staff to bulk change fields that they can't change in individual item records. This allows staff to modify item records using bulk change when they're blocked from modifying directly in the item record. The same permissions should apply to bulk change:
• Item records: Modify cataloging view
• Item records: Modify source and acquisitions view
• Item records: Modify reserves view
• Item records: Modify history viewThe library feels this is a data security risk. Fundamentally, here is the question: what is the purpose of the permission Item records: Modify cataloging view?
If…
48 votes -
Expand Bulk Change to allow editing
Currently, Bulk Change allows staff to replace existing information in free-text fields, and add to the beginning or end of the field in some cases. However, existing text cannot be edited.
For example, if a group of item records need the volume numbering changed from “v.” to “vol.,” Bulk Change cannot update all the items if they have different volume numbers. Staff have to replace “v. 1” with “vol. 1,” then do all the v. 2s, then v. 3s, and so on. Similarly, if a library discovers that some of its records have incorrect diacritics, each word must be changed…
40 votes -
Recall function
Create a recall function that is separate from the holds queue so Technical Services can get items back (for relabeling, for weeding, etc.). Technical Services often use internal cards to place holds on a specific barcode. This sometimes work, but has a few drawbacks:
1. The hold disrupts circulation (renewals, other holds, potentially in-transit)
2. If the item goes into a status that cannot fulfill holds (e.g. item becomes LOST), the holds will go back the queue and be reassigned to another item on the bib. Technical Services usually needs the specific barcode, not just any item on the bib.…
34 votes -
Move the Leap quotes out of WebAdmin and into SA
The author quotes in Polaris Leap suddenly became a hot topic because of a Neil Gaiman quote within the list. While making some adjustments, it occurred to me that there are more possibilities for those Leap quotes and that they could be used to convey real information to the staff about things like upcoming Polaris upgrades, library events, and so on. At the very least, changing the quotes in WebAdmin is a bit of a pain because you have to change a quote and an author separately.
My idea is that the quotes should be added to SA, where they're…
43 votes -
Trap hold with first item received
Our libraries in our consortium are frustrated when items from other libraries arrive to fill holds for their patrons and their own copy is sitting on their shelves, making the process look rather inefficient.
What I think might solve this is implementing SirsiDynix's "Trap hold with first item received" feature. Rather than try to explain it myself, I've quoted it from their website below:
"Using the "Trap hold with first item received at pickup library" feature, the system can be configured to allow filling a library user's hold with the first holdable copy of an item received at the pickup…
27 votes -
Add the Ad Hoc Bulk Change Button to POs and Invoices in Leap
Acquisitions staff frequently need to bulk change item records for a specific order. This is commonly done for orders that were placed manually instead of using EDI or if Polaris created item records using the wrong template. In the Client, it can efficiently be done as an ad hoc bulk change by opening the list of items that are linked to a PO or invoice. The ad hoc bulk change button should be added to the tab that contains the list of item records linked to the PO and Invoice in Leap in order to make this process more efficient.…
33 votes -
SimplyReports: Add "Not Present" option for Shelf Locations
In the Item reports, some general filters categories, such as Stat Code, have a Not Present option. This allows staff to report by Collection Code or Material Type and exclude unwanted Stat Codes. It would be helpful to have the same option to exclude Shelf Locations.
22 votes -
Allow offline Leap to show the patron name when their card is scanned
Please make it possible for offline Leap to display the patron name when their barcode is scanned for an offline checkout. This is available in toolbar offline, and I'm sure it would be tricky to configure, since Leap is browser-based, but we just used Leap offline for the first time during our latest upgrade, and the biggest comment I've received is the lack of the patron name during checkout.
17 votes -
Transitioning Claim Returned and Claim Never Had
We would like Polaris to transition items with a Circulation Status of Claim Returned and Claim Never Had to Withdrawn after a specified number of days. We envision this working like Lost Item Transition and the Missing Item Transition.
Idea Value
Adding this feature would allow a library to automatically remove items from patron view and allow for a more streamline process for deleting item records.58 votes -
Undo/Redo Buttons in the Leap MARC Editor
In the Client, there are undo and redo buttons. The undo button is particularly useful when someone has made a mistake. It quickly allows staff to correct the mistake by pressing a single button. When training technical services staff to use Leap, this button is clearly missed. Having this button will make the transition to Leap easier. Questions and comments about the lack of the undo button are common during training.
62 votes -
No longer require carrier when selecting TXT
As libraries move away from using gateways to send text messages we would like to make the wireless carrier field optional.
29 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.
16 votes -
Return to where you were in your record set list after closing an item record from the record set
When I am working in a long record set and open an item record and then close it again, it returns me to the top of the record set. I would really like it to return me to where I was in the list to more easily continue my work.
18 votes -
Limit the shelf location drop-down menu in the item bulk change workform to the library
In item records, the shelf location drop-down menu only lists the shelf locations for the assigned branch or owning branch. However, the shelf location drop-down menu in the item bulk change work form lists the shelf locations for all libraries in the consortium. Many of these shelf locations are similar. It can make it easy to choose the wrong one by mistake. Here are some examples:
“Graphic Novel” vs. “Graphic Novels”
“Adult New DVD / Blu-ray” (with spaces) vs. “Adult New DVD/Blu-ray” (no spaces) vs. “Adult New DVDs/Blu-Rays.”The item bulk change workform should be updated so that the shelf…
44 votes -
View Pending Holds For Pickup at Other Libraries in Request Manager in Leap
Currently, the only way to view pending holds for pickup at other libraries in Request Manager is in the Polaris Client. We would like this brought over to Leap. This idea would make the Request Manager in Leap and the client equal in terms of capabilities.
15 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.
25 votes -
Launch bib record compare from Find Tool
It would be really helpful for fixing rollups if you could pick records to compare directly from the Find Tool instead of opening one record and then running a search again to find records to compare!
20 votes -
Put Leap Column Find Tool display settings in alphabetical order or make filterable
If you are adjusting the column settings for Leap, the list of available options is not in alphabetical order. This makes it easier to overlook what options might be available to select.
As a former page, please put this in alphabetical order OR make the list filterable/searchable.
16 votes
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