701 results found
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remove notification for cancelled items
It would be nice if from the staff side in Polaris and LEAP we could select whether to notify the patron if an item they placed on hold gets cancelled. Sometimes we have to cancel holds for various reasons and LEAP is often faster in notifying the patron with no context when their request was cancelled which can cause confusion for the patron. Staff should get the option of whether a patron gets notified or not and if possible, if we could have the option to add a message to the cancel notification they get.
Relatedly, patrons should get a…27 votes -
Expired patron transition
We would like Polaris to transition expired patrons to Deleted after a specified time frame. (Such patrons would of course need to have no lost items or checkouts.) We envision this working like Lost Item Transition and the Missing Item Transition. Ideally, we could also set a fine threshold to only delete those expired patrons with less than a certain amount of fines on their cards.
Adding this feature would allow a library to automatically remove expired patrons and allow for a more streamline process for deleting the ones they wanted.
19 votes -
Limit the number of active BBM requests a patron can have
Currently there is no mechanism to limit the number of active Borrower by Mail requests a patron can have. It would be beneficial for all libraries to be able to limit the number of active BBM requests a patron can have in Polaris.
7 votes -
Search Sorting
As we move libraries away from the client to Leap, they are finding a few things that are missing that made their lives easier. One is to be able to choose how a search is sorted prior to the search happening.
5 votes -
Ability to view Bib circulations (Statistics) by year complete history, rather than just YTD & Previous Year
Being able to see a more complete circulation statistics for the lifetime of a title gives selection staff a more complete picture of the use of a title, in order to make better decisions about purchasing future titles by an author or in a series.
20 votes -
More granular permissions for patron registration workform
We would like to be able to limit who can change the Expiration Date and Address Check Date in the patron registration workform. Off the two, Address Check Date is most important as this is what we use to make sure patrons are updating their information regularly.
These are configured in SA and are set system wide yet staff continue to change them.
If I remove the 'Patron registration: Modify permission' for member library staff, they won't be able to change other fields.
5 votes -
Add last patron modification date and modifier name to Patron Reporting
Adding the patron modification date and the name of the last modifier of a patron record would allow staff to narrow down when records were modified and by whom. The ability to track these changes would be particularly useful to Outreach staff who may need the statistical information about patron records they modified while working off site. Ideally, this addition should be added to the report outputs in SimplyReports and added to Leap as well so that public service staff can easily access this information. In Leap, adding Last Modification Date and User to the list of keyword fields in…
19 votes -
Add "You Saved" Text to PAPI Checkout
When items are checked out through SIP2, Polaris includes the "You just saved __ by using the library" text in the response. However, this information is not available when using the ItemCheckout method through PAPI.
As we start moving vendors away from SIP2 and towards PAPI, we'd like to replicate the functionality of SIP2.
Thanks
13 votes -
Original check out date in patron's overdue charge properties instead of last renewal date
In the Item tab of the popup window for a patron's overdue charge properties, the "Check Out date" indicates the item's last renewal date, rather than its actual check out date. A more helpful date to see would be the original check out date; this would also better suit the title for this line.
13 votes -
Parse distributed and header taxes
Some locations need to apply both a distributed tax and a header tax to invoices (in Canada a PST and a GST). Currently, Polaris adds the percentage from the distributed tax to the header tax, so the total is higher than it should be. Libraries can work around this by reducing the header amount by the percentage of the distributed amount, but this is a fiddly process and sometimes results in rounding errors.
We would like to see Polaris parse the calculation of the header tax charge, so it no longer includes the distributed tax amount. Polaris should also round…
6 votes -
Leap lockouts due to incorrect password entry should have a unique error message
We had a front-line staff member contact us because he was getting a "The domain, username or password is incorrect" error message when he tried to log in to Leap. Support was able to tell us that he was locked out because he had incorrectly typed his password five times. They confirmed that the error message that will be shown when this happens is "The domain, username or password is incorrect." Not only is that error message text factually untrue, it is identical to the error message that a staff person sees if their password actually IS being entered incorrectly.…
38 votes -
Ability to input OCLC number directly into hold to be converted to ILL
When inputting information for an ILL request for a patron, our ILL clerk would like there to be a field where she can input the OCLC number of the item she is wanting directly into the hold request. That way when she exports the request, it will directly sync with the item she wants, without having to use ISBN.
5 votes -
Make the chronology date field manually adjustable in serial check-in boxes
When a serial holdings record includes a pattern for a completely irregular issue, and the only chronology date on the issue is the year, the chronology day and month chosen when the publication pattern was set up is used for all following issues checked in using that pattern. The ability to manually adjust the chronology date would be very helpful, and would ensure that issues display in the correct order.
In the attached image, the expected date shows the date that the issue was actually received. However, because the chronology date for the first completely irregular issue we received was…5 votes -
Ability to remove spaces from call numbers in Leap
When the callnumber column is pulled from itemrecorddetails via SQL (as opposed to SimplyReports) it includes trailing and leading spaces. It's easy to fix these unwanted spaces in the client, but they don't show up at all in Leap, so can't be fixed. If Leap is to replace the client eventually, it would be great to able to fully edit these fields in Leap (we are hosted, so can't easily modify the data via SQL).
15 votes -
Limit checkout to patrons from this library and branches
Most of our libraries loan the library of things and museum passes to their own patrons. However, since all members use Adult Resident patron code for their resident patrons, it is not possible to limit materials to their own patrons. Could a checkout setting be added to the item records, similar to the hold setting "patrons from this library and branches" and "x days past first available".
11 votes -
Option to have items automatically move to "missing" status after item is not found on picklist a certain number of times.
Option to automatically update circulation status of an item to "missing" if the item is not found on a picklist after a designated # of searches.
36 votes -
Different renewal period to check-out period
In our previous ILS, we had the ability for renewals to have a different renewal length compared to check out length. For example- books checked out for 28 days but renewals were 14 days.
6 votes -
Block e-resources but not renewals for non-residents
We would like to have an option where non-resident patron types have a blocking condition for e-resources, but it only limits e-resources. We would like for them to be able to still manage their online accounts and renew physical items, so the patron-initiated blocking condition does not work. Right now, that can only be done in CloudLibrary through SIP, not API.
1 voteI think this idea needs some clarification. Are you using a non-resident patron code? If so, we do return the PatronCodeID in our PatronValidate API. I wonder if this is a situation where Cloudlibrary has infrastructure in place to support checking the patron code via SIP, but not yet via the Polaris API.
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Display more previous borrowers on item circulation view
On an item record, you can currently only see the information about the current borrower and the most recent previous borrower. This should be increased to at least 3, so that in the case of a question about condition or missing parts, we have more than 1 patron we can ask.
23 votes -
Adding a "New" field in LEAP
Because new is both a location and a status, it would be helpful to have an item level field in LEAP that is for "new" items. A simple checkbox would be sufficient, like "holdable" or "display in PAC." This would free up shelf location for any items that are both new and in a specific area, such as Travel, World, Graphic, etc.
15 votes
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