687 results found
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Leap doesn't save or prompt to save notes when you close a record
- Open a patron record in leap
- Navigate to the notes section
- Make a change to the note field
- Click the button to close the note (upper right hand corner)
The note is not saved, nor is a warning message shown. This is different from the behavior of the desktop, which always saves the note when you close the record (not really the preferred behavior either since there is no undo in notes).
This should work the way changes to the patron registrations work in Leap - warn there has been a change before allowing the record to be closed.
31 votes -
Add Global Search to Leap UI to locate features
There are SOO many features and so much functionality in Leap, but sometimes it is hard to find them.
Today, I was looking for the Patron Import feature in Leap 7.8, I couldn't find it. Turns out it is under Background Processing.
This request to add a Feature Search to Polaris that is present across several websites and applications that allow you to search by typing part or all of a feature name and allows to you find that without having to dig through a bunch of Menus.
7 votes -
Allow multiple statistical classes to be assigned to patron records
Currently only one Statistical class can be assigned to the patron record. It would be helpful to allow multiple statistical classes to be assigned. Sometimes a patron can be registered while multiple programs occur, such as when a child is registered for a 0-5 campaign, and then later they may participate in another reading program. Both codes would be used to track each type of program. Currently, we have to use the notes field to do some tracking, and the notes field isn't as friendly since it is free text.
5 votes -
Implement EDI Claiming From Sierra/Millennium
We’ve long benefited from Sierra’s well-supported EDI claims functionality, which has enabled seamless communication and efficient claims processing with our library partners. However, we’ve observed that Polaris currently lacks equivalent support for sending claims via EDI in the same format.
Can you please port over the EDI Claiming Format From Sierra & Millennium to Polaris? This would make it easier for libraries migrating to Polaris from these products.
5 votes -
Add the ability to export records from OCLC to Leap using the OCLC gateway.
Sierra includes the ability export records directly from OCLC into Sierra using the OCLC gateway. This allows librarians to quickly make edits in OCLC using macros, and export those records to Sierra without actually affecting the master record in OCLC. Having this feature in Leap would be great.
20 votes -
Options for patrons to customize image/detail display
Provide options to allow patrons to toggle showing images/details for a simpler view within the PowerPAC. Ideally, this would be available regardless of login status.
E.g., "Show images" and "Show details" in the search screens (simplified to title, author as well as the buttons on the right for Availability, Full Display, Place Request, Add to My List )
"Show images" in the checkouts, lists, saved searches and reading history screens.We've had a few patrons request a more simplified view of the PowerPAC (which we call the basic catalog, opposite our Vega Discover catalog) with less information and images to…
4 votes -
Create Multiple Items in LEAP
In the client we are able to create multiple new item records at the same time and we would like this functionality in LEAP as well.
61 votes -
Bulk Delete Item Records in Leap
Now that we have the capability to do ad hoc bulk changes to item records from the bibliographic record in Polaris 7.6, we also need the ability to delete item records in bulk. The workflow in the Client includes the ability to select multiple item records ad-hoc, right click on them, and press delete (or undelete). Delete and undelete buttons should be added next to the Bulk Change button on the Local Items and All Items tabs of the bibliographic workform in Leap. An alternate option could be to add a delete option to the bulk change.
104 votes -
Force Leap Logout at Browser Close
Leap should force logout when browser/browser tab is closed. Forcing a logout at browser/browser tab close would ensure that any open editable records are closed out as well.
78 votes -
Authority record cross references should be searchable during a keyword bibliographic record search
In the Polaris client the bibliographic keyword index does not include or link to terms found in the cross reference fields (4XX & 5XX) of authority records, essentially making these references useless during a keyword search. These additional terms within authority records should be indexed in the bib record index for better, accurate search results.
The only way to access "SEE" references (4XX) during a bibliographic search is to choose a specific index (search by Author, for example) and change "type" to "Browse" rather than keyword, phrase, or exact match search.
For example, the actor Aunjanue Ellis-Taylor's name authority heading…
49 votes -
Provide ability to edit payment method in Polaris patron accounts after submission
Sometimes staff select the the wrong payment method in Polaris when taking apply a payment from a customer (cash/check/CC). Once selected, inaccurate payment methods cannot be corrected in Polaris.
While leads spot and notate these errors on Polaris cash reports, our system-wide Finance dept uses these reports to reconcile our credit card statements each month. It happens often enough and across so many branches that it creates a lot of extra work on the back end to reconcile our credit card account. They are requesting III provide the ability to edit payment method in Polaris - this something that we…
6 votes -
PII Management Options
Although there are current options for purging patron IDs from circ transactions, and deleting account transactions, there are some gaps with removing PII (personally identifiable information) we'd like to see addressed.
We'd like the option to purge patron IDs from non-circ transactions (incl. patron account history and record history). We'd also like the option to manage patron details on any other tables where history may be maintained after a patron record is deleted (e.g. Notification History, DeletedPatrons, DeletedPatronAccounts, kwmssg, and offline and InnReach process tables). It would also be ideal to have a plan for removing any CNV tables (from…
15 votes -
Provide alert when staffer selects a location different from that a workstation is associated with when logging into Leap.
Despite constant reminders, we have issues with substitute staff who cover at various locations logging in under the wrong branch. It would be great if Leap could have a pop up box, requiring confirmation to proceed, that alerts the staffer if the workstation they are logging in on is associated with a location other than the login branch.
7 votes -
Changing Lost to a Claim
We have customers who do not pay attention to their notifications and an item gets declared Lost that they believe they have returned. I would like to have the option of taking an item that was declared Lost and making it Claimed Returned and even better if it could auto-waive any associated fines.
28 votes -
Support Dark Mode for Leap
Dark mode is preferred by many users due to lower brightness and less eye strain, as well as less screen glare. Support Dark Mode for Leap!
72 votes -
Ability to Export Individual Owned Record Sets
I had a coworker ask why she couldn't export her record set into excel to allow for more sortability. I was surprised she couldn't and began looking at documentation and noticed that there is that ability, but you have to change the owner of the record set to the branch or system level, which feels like an unnecessary step. I should be able to export a record set I am working on to Excel with my regular ownership without having the (slim) possibility of a coworker accidentally accessing and messing up anything.
16 votes -
Show Due Date for ILLs in Request Manager
Our ILL clerk would like to be able to see the due date for ILLs from the request manager, so she can make sure that the dates have been added correctly to these items. She currently has to go into each item individually to make sure they were correct.
16 votes -
Improve usability of Collections and Mat Types fields when searching the PowerPAC
Specifically, in 7.7, in the options to display facets within the Administration Explorer: Dashboards: Narrow Your Search & Related Searches, allow the opportunity to display the checkboxes for the Collection Codes and/or Mat Type for an improved patron experience.
Many of our patrons prefer the PowerPAC experience (over Vega Discover Premium), and they would like to search within our specific collections. When they use the "More Search Options" feature, the viewable area per section is only four items, and scrolling is challenging. Depending on the screen size and text/accessibility settings, one facet could use a significant portion of the screen,…5 votes -
Add a "Display Password" option when resetting patron password
When using the "Reset Password" option on a patron's account, it would be very useful to have a checkbox option to display the password that is being typed instead of a series of dots. By obscuring the password when typing we have found that our staff may accidentally leave caps lock on or type something incorrect - they would like the option to see what they are typing in these fields. Once the password is set, we of course do not want the ability to view the password after the fact - leave it securely encrypted in the database. This…
32 votes -
Cancel Holds in Bulk Based on Item Circ Status
We’d like the ability to “bulk” cancel holds for items by status (lost, missing, withdrawn, etc.) either by being able to view the circulation status in the patron holds view, or by having the ability to “bulk” cancel holds from a record set.
17 votes
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