362 results found
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Display additional record types in "Recent" workform tracker
The "Recent" tab in the Leap Workform Tracker lists recently-accessed patron, item, and bibliographic records. Now that additional record types are available in Leap, it would be helpful to have additional record types listed in the "Recent" tab, including but not limited to:InvoicesPurchase OrdersRecord Sets
Idea Value
The "Recent" tab in the workform tracker is a helpful tool that allows staff to easily reopen records that have been recently closed. Adding additional record types to the recent tab would be helpful for all staff, especially technical services staff that are transitioning to Leap.59 votes -
Improve display in Polaris client for held holds that are cancelled
We are upgrading to 7.4 soon and noticed that one of the new features (from 7.3) was the ability to cancel held holds. These seem to display really nicely in Leap (especially with the holds to action tab), but the display in the Polaris client could be improved. Currently, it seems like these cancelled holds just get added to the cancelled view which does not give any indication that the item was on the hold shelf and needs to be pulled/checked in.
I would like to see either a canned report that lists all held holds that were cancelled at…
10 votes -
Make Leap check-in screen sortable by column headers
Allow users to sort checked-in items by clicking on the column headers on the check-in screen in Leap.
Library staff double check their work by counting the number of items on their check-in cart and comparing it with the item count displayed on the check-in screen. If there is a discrepancy, being able to sort the columns would help staff more easily find items that didn't get checked in properly.
Also, please add a call number column to the check-in screen.
19 votes -
Material loan limit by pickup branch
We have a Bookmobile service that is setup as it's own branch as well as a holds pickup location. With the limited capacity of this "pickup location", we are trying to restrict the material type loan limit block by location instead of by branch association.
It would help to have some sort of Policy Table that does Material Type Loan Limit by Branch Pickup Location.
Idea Value
This would filter out items that cannot be picked up on the Bookmobile Branch to stop patrons from placing the hold and avoiding staff to have to manually cancel the hold and follow…3 votes -
Driver's License Scanning for Leap
Our Polaris Staff Client has the option to scan a patron's driver's license to autofill their registration information. It would be great for Polaris Leap to also have this feature.
8 votes -
Set max limit of holds by material type
Being able to set a max limit on the number of holds by material type (or Collection) would be beneficial for items that are perpetually popular but additional copies cannot be purchased.
I.e. Museum passes - 500 bib level holds limit
this would also help to ensure hold request does not lapse due to long wait times11 votes -
Provide direct link to item record from hold request in Leap
It's currently very easy to see handling details for received INN-Reach and Item level local holds in hold shelf status from the hold request in Leap (by clicking Satisfied By). In these cases, only the item that has filled the request appears. It is NOT at all easy to get to these details for other hold shelf and hold in transit items that originated with a bib-level hold request. When clicking Satisfied By for these requests, you see all items attached to the bib record plus their activity, requiring add'l detective work to narrow down the specific copy that filled…
12 votes -
Patron last name display in Leap
Currently, customers' first, middle and last names display identically in Leap patron accounts. This can make identifying the last name difficult which impacts staff ability to properly address customers and to accurately retrieve holds for customers with more than 1 last name. We propose bolding or in some other way making more distinctive in the patron account header any values in coming from the last name field in patron registration. Currently, we often have to click into patron registration in order to determine which name(s) are actually in the last name field when retrieving holds, etc. Making this change would…
16 votes -
Ability to digitally save patron registration card to record
We would like to be able to save a scanned copy of a patron registration card to our patron's record. Louisiana is passing a law on content restrictions that requires us to store this information as well as any signed waivers. It would be convenient to be able to scan and save this information directly to a patron's account rather than dump all the saves into a cloud storage platform.
7 votes -
Limit loans on new items from a branch
I would like to be able to limit new items to be available only to a specific branch (Library at Home/ Outreach for example) but only for a specific time frame. We have this functionality for a library level, but not branch.
3 votes -
Add Record Status Date to Record Sets
Since record sets have 2-level deletion, like bibs, items, and authorities, the RecordSets table should have a RecordStatusDate column.
When using the 2-level deletion to manage record clean-up, it is usual to purge records that have been deleted for a certain amount of time, but without the deletion date it is harder to determine. Because the modification date of deleted record sets is still updated by some actions taken on the records in the set (e.g. merging over a record), the only way to determine the deletion is by querying the transactions database.
With the record status date added, determining…
10 votes -
Transitioning claims returned to Lost after a set time and adding a bill
We would like to have to option for claims returned items to automatically go to Lost after a set time and adding bill to the patron.
Idea Value
This would take out the manual process of chasing up items that have been put to claims returned/never had.10 votes -
Duplicate detection action on PO in LEAP
At the demonstration of Leap at IUG, we learned that PO line item duplicate check action is not available in Leap from the PO workform. We need to be alerted to existing items in our systems if we own them, to attach add copy orders to existing bibs. Please add this functionality.
16 votes -
Reading History: Make page length customizable and allow search across pages
Patrons with a large number of items in their reading history have a hard time searching it due to pagination. It would be helpful if the amount of items per page were customizable (and with that the max number of pages). Even better if there was a search option that could find items in the reading history across paged data.
18 votes -
Improved SIP communication for holds
Per the Polaris support team as of September 2023, SIP2 only supports communication about holds where the associated item is in "Held" status. Holds requests in other statuses are 'invisible' to third-party services communicating with Polaris through SIP. When I brought this up, our site manager recommended putting in an enhancement request. Apparently there were some older ones on IdeaLab that have not been carried over to Idea Exchange.
I was skeptical that there would be anything Clarivate could do from within an ILS to make this change since it sounded like a SIP limitation rather than an ILS limitation,…
7 votes -
More documentation for Polaris Inventory Manager (PIM)
Create step-by-step instructions and documentation for Polaris Inventory Manager; how to install it, set things up, using record sets, etc. There really is nothing available that we can share with our libraries; there is a webinar on inventory, but it does not really discuss install and set-up.
The same documentation for inventory via check-in would also be greatly appreciated.9 votes -
Process to Delete Import & Bulk Change Reports
Currently deleting older Import Reports and Bulk Change Reports is manual and can be very time consuming. Our consortium has generated a lot over time, and even once we get through the backlog it would be onerous to keep up with regular activity. It would be handy if there was a process that could run on the back-end deleting these, so managing a backlog doesn't need to be a concern.
I picture the process being optional, and deleting the reports based on age (older than X number of weeks/months/years). The process would run overnight, and would ideally be built to…
17 votes -
Add a filter to the Power Pac Availability screen to show checked in items.
After selecting a title and clicking on the Availability button, a list of items is shown with their check out status. On that screen it would be great if there was a check box to turn on a filter that would only show the checked in statuses. Currently, the customer sees a very long list of checked out items and may not see the one item that is available to have now.
7 votes -
Add ability to charge a fee to patrons for expired, trapped holds
Our library went fines free, but still charge patrons if they place a hold, but do not come in to pick it up. We don't want to charge them to place the hold, but do want to charge if we transit the item, make it available, but they don't come get it. In lieu of fines, this is a major revenue stream for us. We are migrating to Polaris and are surprised to learn it does not offer this functionality. Please consider adding this!
5 votes -
Auto-populate the Until field with the date in the Dates Closed field when adding a new date to the Dates Closed table
Currently, when staff update their library's Dates Closed table for a single date in the future they are required to select/enter the same date in both the Dates Closed and the Until fields.
While it is just a couple additional clicks, having the Until field auto-populate with the same date that staff have selected/entered in the Date Closed field would improve the end user experience when they are entering a number of single dates at once.
6 votes
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