694 results found
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Separate permission for offline upload (Bookmobile) and patron import in Leap
Our consortium still uses the Polaris staff client for a couple of functions - primarily for offline circulation during upgrades and emergency outages (loss of internet or urgent server maintenance). For this reason, most senior circulation staff have to have the "Access patron import" permission as that controls access to the Bookmobile offline upload process. But we don't want all senior circulation staff to have the ability to import patron records - we want that to be limited to a very small group of staff who have been cleared to handle student data files (and have the approved secure file…
4 votes -
Add "You saved" to checkin receipts
We would like to see the "You Saved" amount message added to checkin receipts
3 votes -
Publication pattern template creation in Leap
Please add in the ability to create and edit publication pattern templates within Leap. As my consortium shifts to using only Leap, I am discovering small things that seem to be missing, which make it difficult for staff to fully switch over to Leap. One of those things is the ability to create a publication pattern template. As of version 7.8, this is something that still has to be done in the toolbar (https://documentation.iii.com/polaris/7.8/Default.htm#PolarisStaffHelp/Serials/PSsetup/Creating_Publication_Pattern_Templates.htm). You can use publication pattern templates within Leap, but you can't currently create a new one or edit existing ones.
22 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.…
86 votes -
Separate Almost Overdue & Autorenew notice strings
We recently did an overhaul of our messaging in the notice strings to make things clearer for patrons, and we had issues with clear messaging for Almost Overdue and Autorenew notices, since there are sometimes two separate options for Almost Overdue and Autorenew notice strings, but not always. This only allows us to partially customize them separately, when we would like fully separate options. As a result, for certain strings, we are forced to be more vague, which is not ideal.
Please offer separate options for the email subject line and the email 'other header' strings, as well as the…
17 votes -
Our libraries would like the option to "lock" the multiple holds in a group
Our libraries have mentioned that when staff places multiple holds on different formats of a title and then groups these holds for a patron, the loveliest conscientious patrons will go in and delete the additional holds, thus defeating the staff's intention, which was to create multiple grouped holds in order to expedite the filling of the hold. It would be helpful if there was an option to prevent removing holds when they're in a group.
8 votes -
Place multiple holds for one patron in a purchase order
It would be very helpful if Polaris had an option to be able to highlight multiple titles in a purchase order whether in the pending process or released process by being able to select multiple titles, right click, and PLACE multiple holds for one patron.
14 votes -
Leap - display control numbers in list of current and recent workforms
Right now, the only thing that displays in the list of workforms is the title. When comparing records with the exact same title, this can get confusing and requires too many clicks to make sure you are selecting the correct record. There needs to be more information displayed in addition to the title, and should at minimum have a control number.
23 votes -
ExpressCheck Language String Placeholder Breaks Item Information Display
When I adjust the language string with StringID ECTEXTBARCODE_PLACEHOLDER it is changed in two places, one of which is a surprise to me:
* The wording in the input field for the patron card number and
* The label for item information on the "Items Out" screen.
The latter needs to have a separate StringID to make the former work in any meaningful way.7 votes -
Waive fines/fees during youth to adult transition process
Allow the option to waive fines/fees when youths are transitioned to adults in automatically in Polaris 8.0. We do not want to have the new adults be responsible for a balance that was charged to them as minors.
3 votes -
held items pop up
Held Item pop-up:
Please have this pop-up appear UPON account OPENING (vs after an item is checked out) THX!
11 votes -
Leap: quickly copy line items
One impediment for our processing staff in moving to Leap is the lack of the ability to quickly copy a line item in Leap (here's the process in the client: https://documentation.iii.com/polaris/7.6/#PolarisStaffHelp/Acquisitions/PAorder/Copy_a_purchase_order_line_item.htm)
The same process in Leap involves several more steps:
1.Go back to the PO
2. click new line item
3.fill out line item details
4. click on segments
5. click new segment
6. fill out Collection Code and FundA quicker way to get through a PO would be if we could add the same segment to all of the line items at once, e.g click the check…
27 votes -
Easily print multiple of the same spine lable in Leap
When printing spine labels from an item record in the client, you can choose to print multiple of that same label. I would like to have that functionality in Leap. This will be helpful when processing multiple of the same item without having to send the label request for each individual item.
42 votes -
Customize Copy funtion in Leap
Add the ability to customize what fields are "copied" when clicking on the Copy button in a patron record. Or as an alternative, create custom patron templates that can be selected both when copying a record and creating a new record.
For Example: Our Staff use the Copy function most often with registering multiple members in the same family. Rarely is the information in the Profile View the same (Name, Patron Code, Birth Date, etc.) and if staff aren't careful they could forget to change these fields - fields that are reflected in the various system tables.
9 votes -
Allow filtering bib search by stat code
When doing a bibliographic record search, you can filter by Collection (which is only assigned at the item level) but not by Statistical Code (which is also only assigned on the item level).
It would be helpful to have the option to filter by stat code as well.
6 votes -
Last Circ Date in Item Record that is currently checked out
The Circ Date in the item record workform (Circulation tab) is confusing. When an item is currently checked out, the circ date shows the date of the current checkout rather than the previous patron’s checkout date. This is confusing because it appears under “Last Use,” alongside the last borrower and branch information (see attached photo). It would be clearer if this field were labeled more explicitly or moved to a different area, perhaps below the Current Borrower (see attached mock-up).
8 votes -
Keep search terms when switching type of search in find tool
Library staff using Leap would like to have their search terms retained when switching Find Tool options between Bibliographic and Item record searches. This is available in the staff client and staff are used to being able to swap back and forth quickly between the two search types when helping patrons at the desk.
29 votes -
Additional features for Saved Title Lists
Our patrons would like the ability to filter their Saved Title Lists by "available now" and "owning library", similar to search results in the catalog. This would enable them to walk into any library, look at their reading list, and see what is on the shelf now at a glance. Checking each title for availability and branch is tedious and time consuming.
7 votes -
Ability to create a child record in Leap and link to the child record
In Leap, the parent/child item relationship is currently limited and does not support full navigation or management between linked records. To support a complete workflow in Leap, the following enhancements are needed:
- Add the ability to link from a parent item record to its associated child item record (currently, linking is only possible from child to parent).
- Add the ability to create a child item directly from an existing item record.
These features are essential for fully managing parent/child item relationships within Leap.
5 votes -
Service Name Logging in PatronValidate API
This proposal outlines an extension to the Patron Validation API to include an optional serviceName parameter. When provided, this value will be recorded in the Integrated Library System (ILS) transaction log, allowing us to track which service initiates each patron validation request.
Currently, the ILS transaction log records patron validations without capturing which service initiated the request. This lack of context makes it difficult to analyze traffic from third-party services (e.g., OverDrive, Hoopla) or internal applications, troubleshoot validation spikes, and make informed decisions about service contracts and resource allocation.
The proposed solution is to modify the Patron Validation API to…
20 votes
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