414 results found
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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…
25 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We would like Polaris to transition items with a Circulation Status of Claim Returned and Claim Never Had to Withdrawn after a specified number of days.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.47 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…
35 votes -
Enable Leap Single Sign On (SSO) (AKA make it work like all other SSO apps)
Leap single sign on in Polaris 7.7 is not truly single sign on. It is more "authenticate using a 3rd party service".
The "single" sign on part of single sign on, typically means that if you sign into one of the SSO apps, then you're signed into all SSO apps. This is part of what makes SSO appealing to the end user.
However with Polaris 7.7, single sign on doesn't work this way. Instead you must login again. My understanding is the interpretation is supposed to mean SSO only for Polaris apps, which right now would just be Leap…
23 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.
43 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…
22 votes -
Add Library Level to Hold Pickup Limit
Currently, a library may limit an item to be holdable for pickup at a single branch location. This setting allows the item to be limited to pick up at the item's assigned branch only. While this feature may work for single-branch libraries, it does not function in a practical way for multi-branch libraries. Expanding this feature to have a library-level option would increase the usability of this setting.
Example 1: Library A has 3 branches. They want to make their mobile hotspots holdable for pickup at any of their 3 branches. They do not want their hotspots to be placed…
37 votes -
Ability to block holds by resource group or vendor account
Library staff frequently place holds that can’t be filled on the records for e-books from non-integrated vendors like Hoopla. Canceling these holds takes time. Since we still need to allow holds for the integrated vendors, we can’t change the material type to unholdable in system administration. Adding the ability to block holds by resource group or vendor account would solve the problem.
29 votes -
Add a copy button to supplier records in Leap
The ability to copy existing records makes record creation more efficient. In the Client, staff have the ability to copy an existing supplier record to create another one with similar information. This happens when staff have multiple supplier records for the same vendor because they have separate account numbers. A copy button is not in the supplier record workform in Leap yet. It should be added to the actions drop-down menu of the supplier record like it is in other record types. This will allow staff to feel like the transition to Leap will be easier since it is a…
31 votes -
Ability to mark an item Missing from the Unclaimed Picklist.
Scenario:
1. An item that has been trapped and is (most often) sent from another library to fill a hold for pickup at another branch.
2. The Hold is put on the shelf for the customer at a branch.
3. After X days, it shows up on the Unclaimed list.
4. Staff go to the shelf to remove it, but it is not there.
5. Staff check the system - the item has not been checked out by anyone (sometimes customer are confused and think a hold is actually already checked out to them a la picking up an online…20 votes -
Hide libraries and branches in Polaris System Administration
Sometimes libraries leave a consortium. Sometimes a branch is closed or merged into another branch. And after the Polaris ILS Admin takes care of clearing out all the bib, item, and patron data... the branches and libraries remain in System Administration.
Just sitting there and doing nothing.
I know it's a huge pain to remove a branch or library from Polaris and I know there's likely an extra cost to it because it's such an involved process.
So add the ability to hide them instead.
That way, when a library leaves the system, you're not wading through the settings and…
24 votes -
Ability to Merge Supplier Records
I have occasionally found multiple supplier records for a single supplier account, whether added by mistake or under multiple names (Thomas Klise and Crimson, for example). When these supplier records are accidental duplicates, I believe it would be helpful to have the ability to merge them (retaining all linked POs and invoices) to maintain one supplier record per account.
17 votes -
Add a "Display Password" option when resetting patron password
When using the "Reset Password" option on a patron's account, it would be very useful to have a checkbox option to display the password that is being typed instead of a series of dots. By obscuring the password when typing we have found that our staff may accidentally leave caps lock on or type something incorrect - they would like the option to see what they are typing in these fields. Once the password is set, we of course do not want the ability to view the password after the fact - leave it securely encrypted in the database. This…
20 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.
11 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.
16 votes -
If Leap quick search doesn't find a record, don't clear the text
A staff member asked us to post this. When using the quick search in leap and typing in a query does not lead to a record, the text should stay inputted so the staff member can edit their query as opposed to having to retype it all over again when trying again.
15 votes -
Authority record cross references should be searchable during a keyword bibliographic record search
In the Polaris client the bibliographic keyword index does not include or link to terms found in the cross reference fields (4XX & 5XX) of authority records, essentially making these references useless during a keyword search. These additional terms within authority records should be indexed in the bib record index for better, accurate search results.
The only way to access "SEE" references (4XX) during a bibliographic search is to choose a specific index (search by Author, for example) and change "type" to "Browse" rather than keyword, phrase, or exact match search.
For example, the actor Aunjanue Ellis-Taylor's name authority heading…
25 votes -
Force Leap Logout at Browser Close
Leap should force logout when browser/browser tab is closed. Forcing a logout at browser/browser tab close would ensure that any open editable records are closed out as well.
38 votes -
Bulk Delete Item Records in Leap
Now that we have the capability to do ad hoc bulk changes to item records from the bibliographic record in Polaris 7.6, we also need the ability to delete item records in bulk. The workflow in the Client includes the ability to select multiple item records ad-hoc, right click on them, and press delete (or undelete). Delete and undelete buttons should be added next to the Bulk Change button on the Local Items and All Items tabs of the bibliographic workform in Leap. An alternate option could be to add a delete option to the bulk change.
51 votes -
Add notes field to Polaris Staff Accounts
We occasionally need to document the use and purpose of special staff accounts. Mostly we do this to make sure they don't accidentally get deleted.
Historically we did this by using the email address field on the staff account. Now in PolarisAdmin (Web) it enforces email address formatting rules in that field so we can no longer use that field.
This was always a hacky work around. It would be better to have a notes field on polaris user staff accounts like patrons do. It should be up front and in your face though and not hidden behind menus. Again…
9 votes
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