695 results found
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Leap: MARC Import profile should select default file
In the staff client, we can set a default file for a particular import profile. When that import profile is used, the file is already selected and we don't have to search for it. We'd like this same thing in Leap, but currently aren't able to set a default file and have to search for it every time.
Idea Value
This would prevent having to search for the exact same file every time when importing. It would save time, is more efficient, and already works well in the staff client.70 votes -
Allow deleting fields with specific data and deleting duplicate fields in Bib Bulk Change
Current bib bulk change does not allow deleting fields with specific data or deleting duplicate fields. For example, we can only delete the first instance, last instance or all instances of a MARC tag but we cannot delete a tag that contains specific data. This means in our consortium when weeding electronic resources like Kanopy for one library and not the others, we cannot tell Polaris to delete the 856s that contain one library’s URL and not the 856s for other libraries. We have to export the records out of Polaris, use MarcEdit to delete the 856 for the library…
31 votes -
Place hold on bib from find tool or record set
It would be useful to be able to select a bib record from a record set or from Find Tool results and place a hold from there. Possibly add this function to the More Actions menu.
37 votes -
Add the ability to schedule bulk updates
Periodically we might need to update a large number of records. Like changing 10,000 item records to not display in PAC. When we have done that during the library hours it negatively impacts response time. What would be desired would be an option to schedule the update for after hours.
36 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).
24 votes -
Lifetime circ # in a bib record should include all previous item circ attached to that bib, whether the item has been deleted or not
I've seen a request to include item and bib circ together on the bib record, and that would be great. However, a major problem for us is not keeping historical circulation info in a bib record. Right now, Polaris does not keep circulation stats from deleted item records in the total lifetime circ, which means we have lost circulation from deleted item records and the total number is just the circ from current active item records, not a true lifetime count. We need the lifetime circulation number of a bib record to include all the circulation attached to that bib…
24 votes -
Add "Mark Item Missing" to the Actions Menu
It would be useful to have a "Mark Item Missing" selection available in the "Actions" menu for Item Records. Not only would this be more convenient for staff who are unable to locate an Item that was not on the Picklist than navigating to the Details page and manually changing the status there, but hopefully this could be implemented in such a way that staff don't need the Item Records - Modify Header - Cataloging permission just to mark an Item Missing.
33 votes -
Find Tool Customization
Currently there are a lot of search options that many of our staff do not use within the search tool. I would love a way to customize this per user either to have favorites that float to the top or a way to suppress options that can still be quickly revealed for those extra rare use cases.
34 votes -
Clearer indication of errors in background processing
In Bulk Change and Import, the process can complete even if individual records could not be updated (because they are locked or for some other reason). It would be helpful if the errors were made more obvious upon completion of the process, possibly through adding a column to the Background Processing table to indicate how many records were not successfully modified. This would indicate to staff that they need to open the report to find the issues. Even better would be a succinct error report.
31 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.
23 votes -
Adding the CTRL+R screen to LEAP
Could we please add the Client CRTL+R screen that opens from a Bibliographic Record to LEAP? This is the screen that provides the circ YTD, previous YTD, Lifetime Circ, as well as in-house data, broken down by location. This is very helpful to our collection development team and allows for information when weeding or reordering. There is a similar screen, but it doesn't have as much information in LEAP. This is the largest holdup on our team members not wanting to transition to LEAP. Though, the new breakdown by renewals is helpful and we like this change, we would like…
20 votes -
Allow us to change Circ Status to Withdrawn without checking the item in first.
It can be confusing when staff look at the history for an item and it says it was Checked in/Available and then it shows it as Withdrawn. This happens when we are preparing bills and we need to withdraw an item with the Circulation Status of Lost/Damaged/Replacement cost before we can bill the other library. It would be nice to open the Item Record for the specific item and declare it Withdrawn. I would suggest that a BIG RED BOX pop up and say "YOU ARE GETTING READY TO DECLARE THIS ITEM WITHDRAWN. IS THIS WHAT YOU WANT TO DO?" …
56 votes -
Retain record set filter after removing a record
Currently when you use the filter field to narrow down the records in a record set, your filter is lost if you select and remove one of the records. It would be helpful to retain the filter.
29 votes -
Add save option to "close without saving" pop-up
In Leap, when item or bib records are closed after edits have been made, the warning pop-up the options are to close without saving or to cancel the close action. In the client, (and in Leap patron records) the pop-up includes an option to save & close, which is probably the intended action most of the time.
Having to click to cancel the close, then click to save, then click to close again, is a lot of extra steps.38 votes -
Leap: cancel from POLI workform
In the client, a POLI can be cancelled from the PO, POLI view or from within the POLI workform. In Leap, it can only be cancelled from the PO, POLI tab. Adding the ability to cancel from the POLI workform would reduce steps and reduce the likelihood of staff selecting the wrong POLI to cancel. This would help with the transition of tech services to Leap.
57 votes -
Default bib & item records to read-only in LEAP
Create the ability to default to view-only when opening bib records and item records in LEAP. It is a major issue for acquisitions and cataloging staff importing MARC files or doing bulk edits to item records when someone else with edit permissions is just looking at a title or copy. The specific record affected doesn't even pop-up to let you know about it, instead you have to go check a separate report. For the MARC import report, that means a very long report to have to scan through each time. Having the default view be view-only, and requiring staff to…
29 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.
20 votes -
Improve MARC Import user experience
The LEAP MARC Import tool requires extra clicks and scrolling back and forth every time you use the import process. My team uses this process many times a day, so the extra clicks add up quite a bit, even to causing ergonomics issues. Updates to reduce the amount of clicking could cut the time spent on setting up import processes by almost half.
You have to click "Select File," and then get a popup where you have to click a second "Select File" button. You should only have to do this once.
Generally you are working top to bottom down…
18 votes -
Maintain date-ordered holds queue when transferring holds from one bib to another
When transferring holds to one bib from another, Polaris does not maintain the date order of the holds queue, even though the original request date stays with the transferred hold. Instead, staff have to manually move holds up and down. This is a huge waste of time. We'd like for holds transfers to maintain their place in the queue when transferred, which can be accomplished by simply ordering the queue by date as part of the transfer process. This is a daily occurrence for us.
19 votes -
Apply sort to all records in record set
Just as bulk change applies to all the records in a record set (whether they are all loaded or not), sorting should apply to all the records, not just the ones that are initially loaded.
32 votes
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