707 results found
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Improve LEAP's Find Tool - Record Set management options: Quick Delete & Merge
It would be nice to add a function where you can merge multiple record sets when using the Find Tool-Record Set without having to manually go into the record set and copy records over.
Similarly, the ability to click the check boxes for multiple record sets and delete them from the results page without having to enter each individually would speed the clean up process after projects are complete.
19 votes -
Polaris Leap: Popup/Prompt for Patron Blocks
Currently, in the desktop client, when opening a checkout window and entering a patron's barcode, if the selected patron has blocks, a window pops up and prompts the user to continue or cancel the interaction. This is not present in the checkout workflow in Polaris Leap, so it is possible for circulation staff to miss important information if they do not open the "Blocks" button before every interaction. Is it possible for an optional feature to be added to notify circulation staff about patron blocks before a transaction?
25 votes -
Allow hold-reset when checking an item in damaged
We often discover that an item is missing or damaged when placing the hold slip to put it on the hold shelf. When that happens, it would be really helpful if we could check it in in damaged mode from held status and be able to reset the hold for the patron. Ideally, there would be a damaged and a missing parts check-in for unattached items (without a last borrower) where we can just remove that barcode from circulation and reset the hold for the patron in one action.
20 votes -
Leap: links from funds
In the client, funds link directly to invoices, POs, POLIs, and other related records. Funds in Leap have very few links. Direct linking to working acq records facilitates tech services workflows.
46 votes -
"Undo" check ins/outs and other functions
It would be very helpful to have an "undo" button for more functions in Leap. Particularly for when you accidentally check something in/out.
21 votes -
Add You Saved to PAPI patronBasicData
We'd like to be able to pull the patron YTD and Lifetime You Saved amounts in a patronBasicData call.
22 votes -
Invoice links to POLIs
In the client, staff often use the link to individual purchase order line items, but this is not yet available in Leap. Because an invoice may have many linked POs, and POs may have many POLIs, it can be difficult to find the correct POLI without access to direct links.
Adding POLI links would reduce friction for tech services staff making the move to Leap.
42 votes -
Add Item Mat Type to Bib scoping in Find Tool (Leap)
In the client a bib search can be filtered by Item Material Type. This would be useful in Leap.
25 votes -
Open potential duplicate bibs in Compare window
It would be helpful if the bib duplicate check popup had an option to open the records in a Compare window. Currently staff have to do a separate search for the potential duplicate records to be able to closely compare them and/or copy data from one to another, then redo the duplicate check to merge them.
32 votes -
Free Text Option in Leap MARC Editor
Add an optional free-text MARC editing mode to the Leap MARC editor that allows professional catalogers to directly edit bibliographic fields as plain text. Ideally, this would be toggleable at the record level, allowing staff to switch between the formatted MARC view and freetext view as needed.
Leap's current MARC editor is great for copy cataloging, minimal edits, or non-professional staff. However, full-time professional catalogers are often frustrated by the inability to update multiple field at once, paste long blocks of MARC data or navigate through tags using the keyboard. For this type of workflow, Leap's editor is signficantly slower…
77 votes -
De-index or filter deleted staff accounts in web system admin
In the staff client, it's possible to delete a staff user account in system administration and the account will no longer show up linked from associated records or in search results. In the Web version of System Administration (as of at least 8.0), deleted staff users continue to show up, but the username is appended with "(Deleted)." User accounts in Web SysAd can be sorted based on whether they are Enabled or not, but the search and filtering options don't allow for filtering out Deleted staff from searches. We have been on Polaris since 1998, so our Deleted staff far…
19 votes -
hard code phone number format
Hard-code phone number format in LEAP. This will ensure all phone numbers are input in a uniform manner making searching easier and more accurate
24 votes -
Make Ability to Replace Bib Records Permission Based
Currently everyone with the bib modify permission can Replace (merge/overlay) bib records. However, in a consortium, our libraries staff have different cataloging expertise so we would like to limit the people who can Replace.
We would like to request that the ability to Replace (merge/overlay) bib records be made permission based so that we can assign that permission only to staff who should be able to overlay records.
17 votes -
Re-index from Record Set
We would like Re-index to be added as a possible action from a bib (or auth) record set.
As was mentioned in this archived ticket (https://ideas.iii.com/forums/951742-ils-polaris/suggestions/47422874-ability-to-perform-a-full-re-index-on-a-set-of-bib), sometimes back-end changes are necessary and require the records to be indexed.
Another use case is when adding a tag to the Keyword search index. A library may have a subset of records with that tag that now need to be re-indexed. Rather than have to make a fake edit and add an updated modification date OR have Clarivate to a costly and time consuming index of the entire catalogue, we should…17 votes -
Allow volume level holds on serials with a mix of items created in cataloging module and those created in serials module
In our consortium, libraries catalog magazines differently. Some just attach items to the serials bib records using the cataloging module while others use the serials module and generate items during check-in. However, it seems that we cannot place volume holds in any of the serials records if there is a mix of items that migrated from Sierra or created in cataloging and those created in serials module even though the items have volume information.
The only option we have would be to create duplicate bib records for each serial so libraries using serials module can use one record while those…
14 votes -
Leap: edit POLI segments
Add editing of the fund, destination, and collection of POLI segments to match the client functionality.
39 votes -
Alert of Dated Notes
We would like an alert to let us know when a patron has a dated note similar to the old Notes section. Even if it could flag the same NOTES word.
Trying to transition to using dated notes only but we need our circ staff to be aware there are notes to view rather than them going to that section for every patron to see if there are any.
60 votes -
Bib workform All Items list - Add navigation from open item workforms to next/prior item
Can development add a navigation option when someone has an item workform open on the All Items tab of the bibliographic workform to allow moving between item workforms without needing to close and manually open the next item?
One of the sticking points for technical services staff to adopt Leap is not being able to quickly navigate between item workforms to update barcodes while cataloging. In the desktop client, staff are able to use the View navigation options. Our current guidance is to use Bulk Change if the same revision needs to be made to multiple items or to use…19 votes -
Clerk Codes for Circulation Staff
It would be nice to have Clerk codes for Circulation Staff to enter to perform patron transactions. Once the transaction clears, the system resets and is ready for the next clerk code. This would alleviate the need for each staff member to have their own Polaris login and more importantly help identify staff that may need more training. It would also keep staff from piggybacking off another staff member's login. We would be happy if this was an option that could be turned on and left off for those libraries that do not desire it.
10 votes -
Ability to prioritize hold requests to be filled by a branch that has multiple copies of the requested title
Currently, if a customer places a request, it will go through the list of branches as we have them prioritized currently. It may try to pull a hold from a branch that has only one copy while another branch has five on their shelf. I would like to be able to prioritize those branches with more copies for two reasons. First, it can help us to distribute titles more evenly through our use of the floating function. And second, it can help fulfill a hold more quickly. If a branch has more copies of a title, it is likely that…
20 votes
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