521 results found
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Provide Export option from Check In
This would be very helpful for a number of uses - such as when your book drop is fouled and you need to quickly bag items, bulk return via RFID and save the info for later resolution.
2 votes -
Circulation by Loaning Branch at the Bib level
Currently the preview screen in Client and the Bibliographic level statistics screen in Leap provides circulation by Owning Branch. It would be more helpful in determining where a title is popular (and more useful for acquisitions) to have this data based on Loaning Branch. Use on a specific copy would still be accessible on the item record. If circulation by loaning branch can't be provided there, having it accessible elsewhere from the Bib record would be great.
8 votes -
Customizable Check In screen
It would be awesome if we could add or adjust the information that displays on the Check In screen in Leap, for example to include an item's shelf location for easier staff sorting - and it would also help to catch Display items that have circulated on their return.
15 votes -
Ability to import files in Leap other than .dat, .mrc,.txt., .xml
We receive vendor records with file extensions .FIL and .001. We are able to import these in the Client but are not able to import them in Leap.
15 votes -
INN-Reach Returns
I love Polaris/Leap 7.7's INN-Reach check-in screen for receiving resource sharing items. Thank you for the update!
Please make it smart enough to handle returns to the owning library as well (or create a similar screen for returns), so staff doesn't have to do the cumbersome, branch-by-branch return process in Request Manager.
Thanks!
2 votes -
Ability to move rows in the Item Statistical Class Code policy table
It would be helpful if we could move rows up and down in the item statistical class code policy table. We have librarians transferring items between branches that have statistical class codes in them. The codes will automatically change to a different code when assigned to the new branch because the position of the code in the policy table does not align. The cataloger must remember to update that field to the correct code.
This would be beneficial to our librarians, simplify their workflow, and prevent errors.
12 votes -
Add Title & Suffix to PAPI PatronRegistrationCreate2 & Update2
It would be helpful to be able to create or update, via PAPI, patron registration records with the Title and Suffix fields populated. Currently, there is no way to ingest this information when using custom registration forms that utilize PAPI to create patron records.
2 votes -
Bulk Checkout of Holds
I would love the ability to check out all of a customers holds at once, similar to the functionality in Outreach Services and Borrow by Mail.
11 votes -
Ad hoc Patron Bulk Changes From Find Tool
Similar to the change in 7.6 for Item Changes, it would be beneficial to be able to make the ad hoc changes to patron records. Our libraries could easily change their Juvenile patrons to Adult patrons using the Find tool.
12 votes -
Allow libraries to customize info displayed in Leap Patron Record header and properties
We need a way to bring perennial critical patron info to staff attention without creating blocks for customers or forcing staff to open the full patron registration. Having this info in the patron record header or properties would be ideal. For example: at our library, customer registered at branch is not critical info yet it is the most prominent value displayed in the header after name and card number, if we could designate UDF values to take it's place (such as bookmobile stop or language assist needed) or have space to reveal a designated UDF value under patron properties, it…
14 votes -
Additional dynamic filter options in Simply Reports
In Simply Reports, some filter menus do not populate options until a library/branch is chosen (i.e. Shelf Location, Stat Code, Statistical Class). This is helpful for consortia because the menus only become populated with the options available at each selected branch(es), keeping the options to a manageable size.
We would like to see this dynamic menu functionality applied to the Collection, Material Type, and Patron Code filters as well.
Currently, our consortium has 55 Material Types, 57 Patron Codes, and 284 Collections to choose from in these menus, which becomes quite overwhelming for users and involves A LOT of tedious…
17 votes -
Leap patron search options expanded
Expand upon Leap Patron search by 'Notification Option', and 'Wireless Carrier'.
4 votes -
Include patron preferences such as billing notifications in PAPI patron update/create
The Jacksonville Public Library leverages the Polaris API to manage student records. Currently we have to take an extra step in the LEAP UI to set the communication preferences. We don't bill students or send their accounts to collections, so we have to do a bulk update of all the records with the UI after already touching every record with the API. This is cumbersome because there are over 100,000 student records that need to be updated. Most updates are smaller, but at the start of the school year we do a full refresh.
We would like to be able…
3 votes -
More granular permissions for deleting items/bibs
In Polaris, a single delete of a bib/item record will result in that record being 'marked for deletion.' It is no longer visible in the PAC, but is still visible in Polaris with a Deleted status. Deleting a record in Deleted status, or what we've termed 'double-delete,' will result in the record being fully purged from the database.
Sometimes, staff will delete a record and go back to it to verify the deletion. They see it's still visible in Polaris (missing the Deleted status) and delete it a second time. This accidental purging results in no longer being able to…
22 votes -
Ability to have issue information appear in item record volume field instead of a designation field
Our consortium just transitioned from Sierra to Polaris. When our item records were brought over, volume information was included in the volume field of an item record. Because no serial holdings information transferred from Sierra to Polaris, we have been recreating our Serial Holdings Records. When we generate items from the SHR, the issue information (chronology and/or enumeration) appears in a separated designation field on the record, which makes the display look terrible. An option to make the chronology/enumeration information appear in the item record's volume field instead of in a separate designation field is absolutely necessary for us to…
1 vote -
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…
19 votes -
Add date added column to record set
When using a record set, it would be helpful if there was a column that shows when the item was added to the record set. We use record sets to create carousels that show new items on our PAC. The date added to record set would be helpful so we could remove the oldest things when refreshing our carousels.
44 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…
22 votes -
Create Bibliographic Record Sets from Weeding Record Sets
Working with the weeding-type record set workflow in an attempt to streamline, we have found the absence of an option to create a Bib record set from the available actions takes us a rhetorical two steps back from before (when we weeded via item record sets). Once the items have been withdrawn, we now have to go through each withdrawn item's record to their respective bibs, to uncheck "Display in PAC". It would be nice to add a "Display in PAC" uncheck in the Weeding template creation - however, it would need an added function to alert staff of bibs…
3 votes -
Fix Collection Agency Report
The Collection Agency Report currently includes a field for RtrndMaterial.
Apparently whoever designed the report defined this field as "Value of material returned. (RetndMaterial)...The value is the sum of all replacement charges for lost or billed items that were originally charged by the reporting organization and that have been waived."
In other words, if your staff waives replacement charges, that gets reported to the Collection Agency as returned material, even though no material was returned and the library has gained nothing. This paints an unrealistic picture of the results of your collection efforts and allows the collection agency to suggest…
2 votes
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