701 results found
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Make patron name copy-able in from Leap patron account header
Library staff regularly have need to copy a customer's name from their Leap patron record into our room reservation system. Currently you cannot copy the name displayed in the leap patron record header but you can copy the barcode directly below. Clicking into registration isn't helpful as a copy option the name info is in separate fields.
29 votes -
Fund Hierarchy Report
Currently, the fund hierarchy report organizes at the Organization level by Org ID. This means that as new organization levels are added they drop to the bottom of the list, and I'm often looking at this from an alphabetical perspective. It would be helpful to have the option to organize the output alphabetically instead.
10 votes -
Ability to Bulk Un-Delete Bib Records in record set
In the Polaris client (we're on 7.6) we would love to be able to un-delete "half-deleted" bib records (any in "Delete" status).
We receive a monthly report of "Bibs without Item Records" for final weeding and we're finding many "half-deleted" bibs where staff have deleted the final copy on a record and clicked "delete" in the pop-up instead of "suppress from PAC".
We would like to be able to bulk change these Delete-status records back to Final so we can extra needed marc data (OCLC #s, primarily) and then properly double-delete them.
13 votes -
Add ability to remove vendors
We have a long list of vendors and would like to clean it up, removing any who we no longer purchase from. This can't be done because of the links and layers in Acquisitions to attached purchase orders and invoices. It would help with clutter if there was a way to delete these suppliers or hide them in some way.
41 votes -
subject headings to browse
Polaris Leap--Be able to use subject headings to browse/search while in Leap without having to go into the PAC.
14 votes -
Leap - Item specific hold, checkout pop-up
Currently in Leap when checking out an item - if that item has an item specific hold on it for a patron - it does not provide a pop up or warning if you try to check out that item to another patron. In Polaris it would warn you that there was an existing hold on that copy. This was a very useful notice for circulation staff.
12 votes -
Provide a 'plain text' email option in PACREG application
Currently, there's no option in the PACREG application to allow patrons to choose to receive email notifications in plain text - but that option does exist in the new patron application on the staff side. Libraries using the PAC registration feature would like to have that included in the PACREG form.
4 votes -
Ability to remove parentheses from Chronology when Enumeration not used
In Serial Holdings Records, an option not to include parentheses around the date (chronology) when no enumeration pattern is being used would be helpful.
4 votes -
Notes Alert on Polaris Client Checkout Window
We would like the notes icon on the patron Check Out – [patronID] - Normal – Polaris window to have the alert color change like you see on The Patron Status - [patronID] – General – Polaris window and other Patron record windows? We see that Leap has the color change of its Notes icon on its checkout page. Our landing window for opening a patron record is the Check Out – Normal – Polaris window and it would be helpful to have that notes icon change color like the other patron record windows.
2 votes -
Allow patrons to group holds for different formats (like staff can in Polaris)
In Polaris, staff can group holds on different formats together for patrons if, for example, they don't care whether they get the DVD or Blu-ray, or the regular print or large print. This would be great patron service if they could do that themselves.
9 votes -
Ability to Undo Record Merge
This undo function would provide the ability to separate two records that were accidentally combined so they go back to being attached to their original, individual POs, have their original items attached, and have their original hold lists attached.
Example: If a regular print record and a large print record for a title with a list of holds on each were accidentally combined, catalogers would have to split the large print items out by creating a second record and move the appropriate “on order” items to that record. The newly created record wouldn’t be able to be linked back to…
49 votes -
Enhanced Patron Privacy (UDF)
Patron Privacy is becoming a much larger issue. We currently use a UDF to hold our Patron ID.
We'd like to suggest that having the ability to create some way to collect and keep private patron data such as an ID or other PII would be ideal. And having this information encrypted in the database would be preferable as well.
Being able to prevent this information from always showing, would be a benefit and even having the ability to only show a part of that information, such as the last four digits or something similar, would be useful.
5 votes -
Preferred ISBN/UPC on PO Creation
When constructing an order, the latest ISBN from the bib record is used. It would be helpful if instead, the vendor could put the preferred ISBN/UPC into the 970 and when the PO was built, that PO number could be pulled from the 970 for the library rather than displaying a red exclamation and requiring the staff to manually check the PO to make sure Polaris selected the proper ISBN/UPC from the order record.
62 votes -
Indication of a note for a specific issue on the Serial Check in card
When looking at the Serial Check in card, it would be helpful to have some sort of indication that a note has been added to a specific issue.
3 votes -
Collapse Name on Identification Fields
Staff have suggested that the Name on Identification area of the Leap registration form be collapsable, so that it will only be accessed if absolutely necessary. This measure would be an extra step in ensuring a patron's privacy, if a staff member accessing the record doesn't need that particular information.
4 votes -
Warning dialog when making bulk changes to item records that are open
In the staff client if you accidentally have an item record open during a bulk change that includes that item, it will provide an error after the change happens and the change won't happen to the item record that was left open. There should be a warning that alerts the user to close the item record before they can make the bulk change.
24 votes -
Suppress "Place Request" button in PAC for bibs where all items are non-holdable
The way the PAC currently works, the three buttons on the right of each search result (Availability, Full Display, and Place Request) always appear if the bib is for a physical item, but only "Full Display" appears for e-resources. This indicates that the PAC already has the capability to suppress these buttons if conditions specific to the search result are met. It would be helpful if this ability could be expanded so that if all the items attached to a bib record for a physical item are not holdable, the "Place Request" button does not appear. The appearance of that…
43 votes -
Do Not Merge Checkbox Added to Registration
Indian Trails Library has had a large flux in separated families with parents living in two different library districts. The parents want to keep their accounts separate. According to IL these children are entitled to have a library card with each parent when they reside at both addresses.
Also, we have several members with two properties in different library districts. A few times now the accounts were merged and the members have been upset with the library even though we placed notes on the member's account not to merge the accounts.
A "Do Not Merge" checkbox added to the Registration…
11 votes -
Generate Alert when Applying An Adult Patron Code for Minor Applicant
When creating a new account in Leap, it would be helpful if when the date of birth was less than 18 years from the registration date AND a patron code for adult patrons was selected, that an alert would display prior to saving, as we see for missing DOBs or other fields.
It should not be a hard block, as it is possible for someone under 18 to register as an adult, but the alert would catch attention to remind staff to confirm/correct during the registration process.
7 votes -
System auto-capping late fees/fines
Our system does not currently have late fees on most of the collection. But for the collections we do, we have a max that we will charge in late fees for items returned on the same day per patron. It would be nice if we could set up for the system to automatically waive fees for overdue items that exceed that amount.
2 votes
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