676 results found
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Add the ability to schedule bulk updates
Periodically we might need to update a large number of records. Like changing 10,000 item records to not display in PAC. When we have done that during the library hours it negatively impacts response time. What would be desired would be an option to schedule the update for after hours.
18 votes -
View titles when comparing bib records
Right now when comparing bib records, the tabs all show the bib control number, which at a glance are simply not useful, especially if you have brought up multiple records. I would love for the display tabs at the top to have an option to display the title.
19 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…
16 votes -
Remove records from one record set that are in another record set or in an Excel file
It's great being able to bulk-add records to a record set, but it would also be helpful to be able to bulk-remove records from a record set based on either another record set, or an Excel file.
Today in larger record sets it can be a pain to remove a medium to large amount of records. Our staff may work with 10,000+ entry record sets, and need to remove records meeting certain criteria that isn't visible in the fields when viewing a record set. This idea would give a user the flexibility to fill a separate record set based on…
22 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.
22 votes -
Ability to bulk change item templates
Currently, there is no way in the UI to bulk change item templates. They need to be edited one at a time. It would be great if these could be bulk changed just like item records.
50 votes -
Leap: link from invoice line item to holds queue
The client has a direct link from the invoice line items to the holds queue. In Leap, getting to the queue requires going through the item (and sometimes bib).
28 votes -
Edit selfcheck material type table by org
While Selfcheck Item Blocks, Patron Blocks, and the Patron/Material Type table rules can be edited and applied at any organizational level, the Selfcheck Material Types table appears to only be editable from the system level. In the PolarisSA, it is only available at the system level. In the client, it can be edited from any org, but the changes apply across the system. This is an area where there are likely to be different requirements at the library or even branch level, it would be very helpful to be able to adjust it as needed.
17 votes -
Option to directly edit fixed fields
The workform for viewing/editing fixed field data is useful in some cases, there are times when experienced cataloguers would find it faster and easier to have the option edit those lines directly.
14 votes -
Add items to record set from bib
It would be helpful if Leap had the client functionality allowing staff to add items to a record set from a bib record.
20 votes -
Inventory to update item status
I would like to have the option for items being inventoried, if they have an anomalous status, to have those items go to a status of IN. Of course, we would rather not do that for damaged items, etc., so the ability to decide which statuses would be updated to IN, such as missing, would be essential.
12 votes -
Link from POLI to INLI (Leap)
Direct links from a POLI to it's invoice line item would be helpful and match client functionality. Linking to an invoice that may have many line items requires more scrolling and double checking.
16 votes -
Diacritics in Leap
Right now, staff can only copy & paste diacritics from elsewhere into Leap, but they have no way of directly inputting them into cataloging data. The toolbar was able to do this, but Leap cannot.
30 votes -
Record set filtering by column
The search/filter functionality in a record set could be improved by providing the option of applying it to a selected column instead of to all the columns.
12 votes -
Add POLI record ID to header (Leap)
Currently the POLI record ID is only visible as part of the url in the browser. It would help staff to more easily differentiate between multiple POLIs for the same title if the unique ID was included in the POLI header and as a column in the PO.
14 votes -
Bulk delete predicted serials issues in Leap
Can the Serials Check-In utility be updated to allow bulk deletion of predicted serials issues? When a weekly/bi-weekly publication changes the day of the week that issues are released, it is easier to update predicted issues in the desktop client* but staff without authorization to create prediction patterns cannot complete this work in Leap. This slows down access for community members.
*In the desktop client, staff can bulk delete all but one predicted issue, edit the remaining predicted issue to match the new publication date, and then bulk predict issues to match the new day of week without closing and…23 votes -
bib bulk change from find results
It would be useful to have the bulk change option in the Find Tool for bibs, like the existing functionality for items.
15 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…12 votes -
Leap Reports & Notices: Add exporting in Excel
Currently, the new Reports & Notices inside Leap works great, except that it will only export to PDF.
Now, you can change the URL manually, swapping out PDF for EXCEL, but that's 1. a little tedious and 2. a little confusing for some of our staff.
It would be better if, like the staff client and SSRS, there was an option to select which format you want the report in.
16 votes -
Reminder to refresh bib workform after editing in compare tool
Because edits can be made on a bib from the compare tool while the bib workform is open and unlocked, it would be helpful to have a reminder to staff to refresh the bib workform if they return to it. When staff are working with multiple bibs, it is easy to forget that a refresh is needed before making additional edits. Saving in the bib workform can result in losing the edits made in the compare tool.
Ideally a pop-up or a highlighted refresh button would only show up if edits had been made to the bib elsewhere. This could…12 votes
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