617 results found
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Option to suppress more fields in patron registration
For our system, having both an expiration date and an address check date is redundant, and staff constantly fail to update the address check date to match the expiration date. I'd like to have the ability to suppress the address check date as well as other fields, such as street address lines 1 and 2.
24 votes -
Display latest additions to record sets at the top of the record set
We create large weeding record sets by pulling items from the shelves then scanning them into the record set. Additions to the set are always shown at the bottom of the list. This means the user needs to keep scrolling to the end of the list to be assured their scanned item did save to the list and if they want to query last scanned items.
This request is simply to change the order in which the set is displayed on screen, with most recent additions added at the top of the list.
26 votes -
Place Holds from File
Items can be added to a record set via a text file. This is very convenient and quick. It would be helpful to be able to place multiple holds via a text file. I would like to be able to upload a text file via the more menu (just like adding to a record set), which would then place a hold on each item in the text file.
This way a group of items a user wants to put on hold doesn't need to be put in a record set first, cutting out an entire step.
6 votes -
LEAP: Add line item to EDI invoices and receive
We have instances where an EDI invoice from a vendor will contain materials that were ordered both via EDI and directly through the vendor. The EDI invoice in Polaris only includes the EDI ordered materials and then we add a line item for the materials that were not ordered via EDI.
In LEAP we are able to add a line item to an EDI invoice but we are not able to receive it manually like we are in the client. I have included a screenshot to illustrate this.28 votes -
Ability to share saved reports in Simply Reports
We would like to be able to share the reports we save in My Reports in Simply Reports. That way multiple people have the ability to run a report with the exact same parameters without having to share the very long list of parameters.
18 votes -
Autowaive Fine for Returned Withdrawn Items
We would like, when items with a Withdrawn status are returned by patrons in a good enough condition to still circulate, for the replacement fees associated with the item to auto-waive in the same way that items with a Lost status can auto-waive. This would prevent confusion at the circulation desk and streamline the check-in process.
11 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.
32 votes -
When receiving items in ASN, check immediately if there's an invoice to generate
When receiving cartons in ASN, it would be nice if Polaris would check immediately if there's an invoice to generate instead of either a. going to the process EDI invoices work form to find and generate it manually, or b. waiting until the next day when the EDIAgent runs again.
3 votes -
Ability to limit the "Number of days past first available" setting to the branch level only.
The "Number of days past first available" setting was developed specifically for the issue where libraries would like the new item's hold requests to be limited to only patrons registered at the item’s assigned branch and other branches associated with the same parent library for a specified number of days. We would like to try this workflow, however, it won't work in our system as all of our branches are under the same library organization.
3 votes -
Allow SSO logins for SimplyReports
Allow SSO logins for SimplyReports. Right now, staff who are SSO accounts only cannot log into SimplyReports. Leap and /PolarisAdmin support SSO and we'd like to be able to extend this to SimplyReports.
This prevents us from being able to fully adopt SSO at some locations because the staff can't create reports. This means we have to continue to hold onto and maintain less secure connections between networks, so these staff can run SimplyReports.
8 votes -
Vendor-Profile SIP2 Due Date Formatting
In the i-tiva 3.0 dial-in process, there are menu navigation issues caused by a SIP2 Due Date (AH field) formatting issue. These issues cause the dial-in process to fail.
In SIP2 message 18 (Item Information), Polaris is currently returning the Due Date in the following format:
DD/MM/YYYY HH:MM:SS
Because the SIP2 standard does not define or enforce a required date format, i-tiva relies on vendor-compatible parsing. i-tiva has confirmed that this specific format is not parsed correctly and results in call-flow failures.
i-tiva supports the following date formats, any of which would resolve the issue:
• DD/MM/YYYY
• D-M-YY
•…2 votes -
Add 'Hold Activated/Created" to item history
It would be useful to have in the item history when a hold was activated. I had an instance where an item was put on hold for the wrong account, and it would have been useful to see who had placed the hold or where it had been added. I figure you can see this from the hold record, but the staff member who had received the accidental holds cancelled them before we got a chance to look at it.
10 votes -
Include ‘Patron Statistical Code’ in Leap Patron Information Panel
Current Situation:
We currently have an unwieldy number of Patron Codes, which we aim to streamline by shifting toward greater use of Patron Statistical Classes. This is possible because many of our existing Patron Codes have minimal or no functional differences. However, Patron Statistical Classes are not currently displayed within Leap’s Patron Info (‘I’ button) panel, requiring extra steps for staff who frequently need quick access to this detail regardless of which patron registration view they are currently in.Suggested Enhancement:
Add the Patron Statistical Code directly below the Patron Code within the Leap patron information (‘I’) panel. This would…9 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…
46 votes -
Parent/responsible party information in registration
We would like an optional field for parent or guardian information in the registration form.
We don't require parents to have library cards if they only want their children to have cards, and we have instances where only children can qualify for free cards (school district vs county lines). It would be great to include a parent name, DOB, and DL# in the child's registration without using fields that prompt duplication notices.
5 votes -
Ability to Suppress Custom Data Fields
In Polaris System Administration, there is existing functionality to suppress UDF 1–5 in the Web App (Leap), which allow the fields to be written to, but prevents staff from viewing or editing them.
We would like to request that the same suppression functionality be extended to Patron Custom Data Fields. Currently, the only available option is to enable these fields, which simply turns them on or off. This lacks the flexibility we need.Adding suppression capability to Patron Custom Data Fields would greatly enhance our ability to manage sensitive or system-used data more effectively.
3 votes -
Make it easier to filter the list of SQL Searches in Find Tool
We have dozens of SQL searches, however it can be hard to find them. They are presented in an alphabetical list, but over the years our naming isn't always consistent. It would be great if you could filter the name drop-down like you filter can in other areas of Leap.
So, for example, if I typed "volume" it would show many any SQL search with Volume in the name. Bonus points might be if we could also be searching some of the SQL search contents itself because maybe I want to find all SQL searches that query a particular field…
9 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.
31 votes -
A way to customize pop up notices
Various popups appear in Polaris via the client or Leap. Some are pretty clear in what the reminder or error message is about and some popups are not.
I am requesting a way to customize the text and title (Leap only has this visible) to make it more clear for our staff to understand either the popup reminder or the popup error with a little more explanation.
Example for Popup Reminder: Via the client we have a popup reminder about "reminder notices option is email. Do you want to continue?". This occurs when we leave the email field blank per…
18 votes -
Link Supplier to Fund for Header Charges
The ability to link a supplier to use a specific fund so that the header charge gets applied to that fund instead of having to select one generic fund for all header charges.
8 votes
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