35 results found
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Weeding Record Sets need to have Picklist Functionality
Currently, when we turn over weeding lists to staff to pull, they manually mark 'not on shelf - NOS' if they don't find the item. In order to make the new weeding list functional in LEAP, we need the weeding record sets to have the same sort of functionality as a PickList - a column where staff can either mark the item as 'Not Found' or "missing". Ideally the circulation status could be changed to missing at this point, removing the need to manually change these items in the system and remove them from the record set.
Related to idea …
18 votes -
Preferred ISBN/UPC on PO Creation
When constructing an order, the latest ISBN from the bib record is used. It would be helpful if instead, the vendor could put the preferred ISBN/UPC into the 970 and when the PO was built, that PO number could be pulled from the 970 for the library rather than displaying a red exclamation and requiring the staff to manually check the PO to make sure Polaris selected the proper ISBN/UPC from the order record.
31 votesFUTURE POSSIBILITIES (IDEA LAB) · 8 comments · Acquisitions, Serials & Item/Issue/Inventory Management · Admin → -
Weeding template criteria should include Last circ date option
In our consortium, libraries weed items based on their circulation almost exclusively, not based on how new or old they are or how many lifetime circs they had. The most important piece of information to them, the Last circ date, however, is missing from the weeding template criteria. We are aware that you can add dates to the power search for inclusion criteria, but those have to be specific dates, so they can't be reused as criteria several months or years later - you'd have to continue remaking the criteria with new dates each time, which isn't convenient or efficient.…
16 votes -
Ability to Edit/Modify Publication Patterns
It would be great to be able to edit or modify publication patterns as needed.
Currently, we are only able to modify publication patterns IF no issues have been received. After that, the only way to change a publication pattern is to close the current one and open a new one.
It would save staff time and effort if they could update a current pattern with necessary changes rather than being required to create a new one each time.
17 votes -
Add ability to remove vendors
We have a long list of vendors and would like to clean it up, removing any who we no longer purchase from. This can't be done because of the links and layers in Acquisitions to attached purchase orders and invoices. It would help with clutter if there was a way to delete these suppliers or hide them in some way.
16 votes -
Weeding template "older than" criteria should be based on first available date not creation date
To truly determine whether an item is "older than" a certain time frame for the weeding criteria in our consortium, it should be based on First available date, not Creation date. Many of our libraries add the item record when the item is ordered, which could be months before it actually releases, and they make the status either Being Acquired or In-Process until it's received and checked in, which updates its First available date at that point. Then the item actually begins its "life span" so to speak. So the item isn't truly "older than" a certain time frame until…
13 votes -
Bulk change POLI segments
To be able to select multiply purchase order line segments and make a bulk change to a particular field, (eg. coll. code, fund code) Sometimes an error occurs in the import process and each line has to be populated manually. It would be amazing to be able to select an entire column and make the change.
26 votesFUTURE POSSIBILITIES (IDEA LAB) · 2 comments · Acquisitions, Serials & Item/Issue/Inventory Management · Admin → -
More Robust Item Record Change History
It would be very helpful to have a more robust item record history. It appears that only the last 12 months of item history is available. It would be great if Polaris would:
A) keep the history of changes in the item record forever
B) improve the data that is stored and presented to staff, for example, so we could see what exactly was edited on 7-26-23 in the screenshot attached. Perhaps by clicking on the entry and having the information pop up.9 votes -
Damaged Transition
We would like Polaris to transition items with a Circulation Status of Damaged to Withdrawn after a specified time frame. We envision this working like Lost Item Transition and the Missing Item Transition.
Adding this feature would allow a library to automatically remove items from a patron's record (but still retain any associated charges) and allow for a more streamline process for deleting item records.
8 votes -
Add Rapid Receipt to Leap
Currently, there is only one way to receive and invoice orders in Leap. This workflow consists of receiving the line item from the purchase order and copying it to the invoice. In the Client, staff have the option to use a more efficient process called Rapid Receipt. Rapid Receipt allows line items to be received and copied to the invoice at the same time. In our consortia, a significant amount of libraries use Rapid Receipt. They are concerned that it has not been added to Leap yet. Since Rapid Receipt is available in the Client, the same functionality should be…
26 votes -
Add a link for the serials holding record to serial bib records (in Leap)
Please add a link for the serials holding record to the bib record for serials, either under the Links menu or by displaying the serials record ID. Because the search box in Leap only retrieves bib records, often staff forget that they are looking at the bib record for a serial and so they have to perform a new search using the Find tool to get to the holding record. The only workaround I've found is to click on one of the items and then click the issue record ID, as on that workform the serials holding record ID displays…
10 votes -
Reassociate POLIs and INVLIs with correct bib
Allow POLIs and INVLIs to be moved by staff with the correct permissions to a different bib than they were ordered on.
We regularly order something that the vendor record matches to an ISBN in our catalog - sometimes this is because we have multiple ISBNs on a bib but the record is for a particular version, sometimes (mostly with AV) it is because the UPC has not been assigned as unique (rated and unrated versions, for example).
When this happens, we would like the ability to move and reassociate the POLIs and INVLIs with the bib that houses the…
12 votes -
Import Profile Rention Tag - 020 shoudn't duplicate
When using import profiles for EDI ordering you must add the "retain 020" field in order for the 020 to overlay onto an existing bib record when ordering additional copies. This is annoying because each time you reorder, another 020 line gets stamped into the bib - adding more lines for Cataloging staff to delete when the item comes in.
If you remove the "retain 020 tag" no more duplicate 020s get stamped onto the bib, but also any new-to-the-bib 020 also does not get added. This is a problem especially with AV, where some vendors use a 020 tag…
9 votes -
Make LEAP More VPAT Accessible!
Making LEAP more accessible and usable for everyone is key to system-wide adoption. I know LEAP can be finicky when display and text scaling and zoom levels are beyond 100%. But improving support for larger text would be a game-changer for many! I have a couple suggestions that I think could make a big difference:
Support zoom and text resize beyond 100% throughout LEAP, especially with the Find Tool, so users with vision needs can actually read the text. This small enhancement would be huge!
Perform a VPAT and implement recommendations. This will uncover ways to improve overall accessibility per…
19 votes -
More match point for POLIs with on-order item templates (including Item Template ID)
We would like the ability to match POLIs with on-order item templates on more data points, specifically shelf location, statistical code, and call number prefix. I expect that this means there would need to be extra fields to enter the POLI, and that would work out fine if that enabled the item records to be created accurately.
Our libraries use different shelf locations, statistical codes, and call number prefixes for items within the same collection. When placing an order, items are created from the on-order item templates, and only match on 3 data points: assigned branch, collection, and material type.…
34 votes -
Save Added Search Filters with Default Settings
For several types of searches, but especially when working with funds, purchase orders, and invoices, I would like to be able to set a default filter to block previous fiscal years' funds, purchase orders, and invoices from showing up in the search results. I have to set this filter each time I work with the search feature. I rarely use previous fiscal year data, so setting a default would be very helpful.
4 votes -
Change $ amount in POLI
At times our vendors send us a substitution for the item we ordered. It would be helpful to be able to change the dollar amount in the POLI when this happens so that the encumbered funds accurately reflect what is on order.
7 votes -
Bulk Print Spine Labels
I would like an option to bulk print spine labels in 2 different circumstances. 1. For all items on a particular purchase order. 2. From a file (similar to the Check In>Action>Load From File works.
11 votes -
Full support for emoji in Polaris Label Manager
Many libraries like to call attention to their genre fiction through the use of spine label stickers and icons. For instance, science fiction items may feature an image of a grey alien, mysteries have a magnifying glass or a skull and crossbones, and westerns use a cowboy or a horse or something similar. The thing is, there's no reason a library couldn't print the icons on the spine labels themselves using emoji.
👽 = Science Fiction
🐴 = Western
💀 = Mystery
🦄 = Fantasy
🏰 = Historical Fiction
And so on. However, the Polaris Label Manager barely supports any…
48 votes -
Allow Floating's Load Balancing option to be set at the Library-Level
Currently, Floating's Load Balancing option can only be enabled at the System-Level in Polaris. I am on a shared Polaris server where one library system wants Load Balancing and one library system does not want it. This leaves us with not turning the feature on. It would be nice to allow Floating's Load Balancing option to be set at the Library-Level.
7 votes
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