578 results found
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Block patrons from putting holds on items they already have checked out
Our site manager said this was a previous long-standing enhancement request and suggested I check here and vote on it. I can't find anything that matches, so am starting an idea.
We have several patrons at different branches placing holds on items they already checked out so as to bypass our unwritten guideline of leaving items available to others for 24 hours before being checked out again. Now, for older items this isn't a problem and staff are allowed to make exceptions, but this practice is becoming a issue. We do allow one renewal, but apparently this isn't enough for…
26 votes -
Export email notices
We already have the option in 7.6 to export print, phone, and TXT notices via the native Polaris admin settings. The only format that cannot be exported is email.
It would make notices integrations to third-party and other hosted solutions more accessible and easier to maintain if the same functionality were supported for all notification methods.
4 votes -
Limit patron initiated INN-Reach holds at point of placement
Currently Polaris "Patron Loan Limits --Total Holds or Total ILL" value is not checked at point of INN-Reach webpac hold placement. This means Polaris users can place limitless INN-Reach holds which wastes staff time and courier resources. Please develop Polaris/INN-Reach connector to block further patron initiated INN-Reach holds once total holds and/or total ILL value is reached.
8 votes -
Utilities - Reports and Notices in the staff client need to be available in Leap
We have a number of custom reports in the Polaris Staff Client that need to be accessible to our Circulation Staff in Leap. Ideally all Polaris canned reports should also be available to all staff in Leap. One custom report we use is for patrons who don't have an email address. Their notification option is set to mailing address. However, if they have a hold we call them instead of sending the hold notice by mail. The custom report is a quick way to find the patrons that we need to call. Staff have to have access to both Polaris…
31 votesJust to set expectations, our strategy at this time is for users to access reports through the SSRS portal. As Eleanor mentioned in her comment, we are adding customizable menu options to Leap in 7.5 with the intent that they be used to link users to the reporting interface.
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Ability to perform a full re-index on a set of bib records using Bulk Change
There are times when we could easily fix bib records via SQL but may run into issues where the index may no longer be valid and the updated bib records may not appear or be omitted in search results. Instead of requesting for a FULL database re-index, we could easily group the involved records into a Record Set and use Bulk Change with a "Miscellaneous" tab with the option "Re-index Bibliographic Records".
25 votes -
Add Notes to a Hold
Often library staff place requests on specific items and need to follow-up when the item is returned (check condition, re-label, compare copies of title, replace, discard, etc.). Our previous ILS supported a hold notes field that would display the saved note when the item was checked out. This reminded staff of why they had requested the item, or would let another staff member know what needed to be done with the item when the hold was filled. The note would either display as a pop-up or as part of the table of checkout information. The note could be printable if…
22 votes -
Search by Loan Period
Add the search options in Leap for Loan Period, Fine Code, Material Type and Statistical Code.
10 votes -
Not-Supplied status for Holds - change back to on hold if item becomes avaliable
When an item hold has the status of Not-Supplied, if this item then becomes available eg if a a lost item is returned, the not-supplied status doesn't automatically retrigger the hold.
Currently you have to go in and manually reactive the hold.86 votes -
Default patron codes - Make Leap function like the Polaris Client
When a patron's registered branch is updated via Leap but their existing patron code is not available at the new branch, Leap assigns the first patron code alphabetically by default. The Polaris client, by contrast, applies the default patron code for the new registered branch. Please follow the patron registration default patron code for that location in Leap, as happens today in the Polaris client.
4 votes -
LEAP: Allow sending items to an item record set from a patron record "Out / Renew" screen
LEAP: Allow sending items to an item record set from a patron record "Out / Renew" screen
12 votes -
Enable floating limits for collection and material type simultaneously
As a multi-branch system that floats some of our collections, we desperately need a way to set limits on the number of copies on shelf without giving up our ability to set limits on overall floating collection size. Currently in Polaris you must choose one limit or the other. Being able to spread copies throughout our system makes them more available for discovery and increases circulation.
34 votes -
Account Alert Banner
Indian Trails Library has several members who own 2 properties in 2 different CCS Library areas. Several times now these member's accounts were merged due to other library staff in other libraries not looking at the member's notes. This upsets the members and is more work for library staff to recreate the other account.
It would be great if there was a red banner like the "expired" banner on a member's account that owns two properties so that when any CCS library opens the member's account the red banner will alert them that this member owns to properties in the…
6 votes -
More Configuration Options For Hold Pickup Slips
We would like to be able to have more options for configuring the Hold Pickup Slip. Our current hold pickup slip is printed using an older piece of Bibliotheca RFID software that is no longer supported. The software allows us to configure the position, orientation and font size of each element on the hold slip. We are also able to select the number of characters to print for each of those elements, for example, first 3 characters of the last name, first character of the first name, etc.
12 votes -
Assign users to manage their branch's float table.
Allow permissions to modify the branch floating table so that each branch can maintain their own float in counts for their collections and/or media types.
2 votes -
Please add MDM Entertainment to Polaris Libraries EDI suppliers
Central Coast Library service wish to engage in EDI based acquisitions with this supplier
1 vote -
Collection Agency Reporting by Item Library - Only block patron once
Collection Agency Set Up: Can we add the ability to filter out patrons who already have a collection block when we send by item library? Due to financial reporting requirements, we have to send by item library but find many of our patrons end up with more than one collection block which we then need to remove.
4 votes -
Multiple Holds
We'd like to have a way to place multiple holds at once. The existing multiple holds option doesn't quite do that as it still requires re-entering the title and selecting it for each copy needed while in the holds area of an account. For a book club, for example, it would be much faster and easier to select a title to hold and have a way to say we want 15 copies from this bib record, rather than have to select it title 15 times.
78 votes -
Include library mailing address on In-Transit Slip
When libraries within our consortium borrow and lend items among each other, they send those items through the mail. Currently, they have to manually look up each other's mailing addresses (many times by Googling which isn't always accurate). It would save staff time and reduce errors if a library's mailing address could be included on the In-Transit Slips.
This would also allow for libraries to ensure the requesting library has their 'preferred' mailing address if an item needs to be returned to a location other than the owning library. For example, if a Main Library processes holds for its smaller…
18 votes -
Leap auto-formatting in date and postal code fields
The patron birthdate field and postal code field both require correct formatting to save the record. If would be helpful to staff if Leap could have auto-formatting (as many web forms do), e.g. insert the dashes in the birthdate (yyyy-mm-dd) and capitalize and insert the space in the postal code (A1A 1A1).
Adding the calendar date picker back for the birthdate field would also be great, assuming that the issues it used to cause could be resolved.
24 votes -
Functionality of staff changing hold pickup location on held items
Current functionality says "If the item is held at your library (the pickup branch is the same as your log-in branch), and you change the pickup branch, the hold will automatically change from Held to Shipped."
We would like this to function the same as if the item is not at your location and mark the item so it appears on the holds to transfer list. The staff will then scan the item to mark it as shipped. We have staff that work at different service points no where near our holds shelves and it would be convenient if they…
20 votes
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