507 results found
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Allow parents to view associated account activity
With the increased scrutiny on children's books, we are looking for ways to offer parents opt-in access to their child's account activities.
Our suggestion is to expand functionality for associated accounts. Associations allow staff to link parents to their children's accounts, and access those accounts easily. However, from the parent's dashboard when they login to PAC, they are unable to view or manage their associated accounts.
We would like parents to be able to see what is checked out to their children's account. An adult is already required for any cards registered to minors, so it makes sense for a…
12 votes -
Include item barcodes on billing notices
Currently item barcodes are not included on the billing notices. We double check the shelves for billed items prior to mailing the bill to the patron. Often we have multiple copies of the item. To ensure that the bill is accurate and the items are truly missing, we have to take the other copies to the circulation desk and double check their status. This is time consuming, inefficient and occurs frequently. Item barcodes are include on the overdue notices. I would like to see them included on the billing notice too.
Idea Value
This would simplify the workflow, reduce staff…53 votes -
LEAP - Picklist processing display - customize fields (exact fields TBD)
Currently the picklist processing report is as-is with no options to modify.
We've found it would be helpful for our library to have the last activity date to display when printing the picklist as items may have been returned within the last few days and on their way to being re-shelved or possibly on shelf for years & actually missing. Thinking others may have additional fields that would be of use to them as well.
It would be a helpful enhancement for staff to have the ability to choose additional fields to customize & re-arrange the columns on the picklist…
47 votes -
Take free days into account when recording check-in date in item history
Hi there! We just had a situation with a patron where several items they returned in the book drop on 6/30 were checked in today 7/5, however they were back-dated to accommodate for the days the library was closed and prevent fees from accruing. But upon viewing the history in Leap for each of those items, the check-in date displays as 7/5 and does NOT show the 5 days back-date, which would've been 6/30. This is very confusing and misleading, as our patron spoke to the owning library about the items and the owning library said 'New Milford checked those…
6 votes -
Add "create fee" endpoint to the API
The API currently doesn't have a way to add a fee to a patron account. The use case where we'd want this is that we use a third party for online self-registration. They offer t he ability to differentiate between resident and non-resident accounts, but to use the non-resident option, we'd need to have a fee added when the account was created.
7 votes -
Create Bib Record Set by uploading file of Control #s
In LEAP, please add the ability for a user to create a bibliographic record set from a file of ISBNs or Control Numbers..
Idea Value
LEAP can create item record sets using an 'add from file' option that uploads item records by barcode - and LEAP can create a patron record set by uploading a file of Patron IDs.We would like to have a similar function that allows us to create a bibliographic record set by uploading a file of ISBNs or Control Numbers.
70 votes -
Separating "Ready for Pick Up" and "Renewal" text notifications
It would be nice if we could separate the "holds ready for pick up" texts from the "renew" texts and be able to choose if you want one or the other or both. Customers would love to get a text for when their holds come in, but for some, the renewal texts are too much, and the pick up texts get lost in the volume. Then also, have the option to get renewals and/or pick up notices in their email.
5 votes -
Stop Hold being Trapped that Cannot be Checked Out by Material Type Limit of Zero
I propose that if the patron limitation is zero for a material type check out then the item will not be trapped for the patron. They will stay on the top of the holds list until an item that does not have a material type of zero for that patron type is checked in and trapped. Thus making the material type check out limit of zero a true material type block.
Background:
When placing bib holds sometimes items on that bib will have different material types. These different material types will sometimes have limitations on the amount that can be…7 votes -
Prevent patron registration date from being deleted
I'm repeatedly finding instances where a patron is missing their registration date. At first, I thought it was migrated data, but after updating those records, I discovered it happening over and over. Please prevent the registration date from being deleted.
Idea Value
We have some third-party applications that break if there isn't a registration date. Also, we use that date for statistics and to narrow down results.32 votes -
Allow the maximum fine to be a percentage.
Change the max fine from a flat rate to a percentage (50% of the items cost).
9 votes -
Improve Student/Patron Import
The Problem
At best, the method and workflow used to bulk import patrons into Polaris (often referred to as student import) is archaic. The Polaris documentation for this process, Importing Student Records as Patron Records, is 19 pages long and seven of those pages are definitions and descriptions for the format of a pipe delimited file. This file contains 65 separate columns, all of which must be included in the file even if they contain no information. The documentation defines at least three columns that you should not populate… so why are they there? You can obtain a sample Excel…
53 votes -
Make Secure Patron more functional
All use of Secure patron when customer has checkouts, holds, etc.
The secure patron function in Leap does almost exactly what we need for what we call suspended patrons (those not allowed on library property) - it blocks a customer's record and provides a clear, visual indicator that the account has been secured.
I can't use it though and had to create a workaround to accomplish much the same thing because Secure Patron is only an option when the patron has no account activity. This makes no sense and renders the function unusable.
11 votes -
Select multiple branches more easily in LEAP find tool.
In the Find Tool, allow users to filter by a library organization's branches by selecting a library 'quick pick' option. This would eliminate the need for a system used by multiple libraries to click each branch associated with their organization.
Idea Value
In the Find Tool, in order to filter a search for an item with an assigned branch within our library organization, we are required to select the checkbox next to each branch from the drop-down menu. We have over 20 branches, which makes the filter cumbersome. We would like to be able to select all of our branches…43 votes -
Polaris API Making Lists Sortable By Title
A customer contacted us recently and asked if we could possibly add a feature where lists can be sorted alphabetically by title. Since this functionality isn't currently available in the API, I wonder if it could be added?
Mark W. Jarrell
mjarrell@richlandlibrary.com
Web Applications Developer | Richland Library
1431 Assembly St. | Columbia, SC 29201
Access Freely at RichlandLibrary.com.9 votes -
Purge Settings for Report Files in SimplyReports
We'd like added the ability to purge report downloads from SimplyReports that are sitting in user folders. This would include deleting ad hoc report, scheduled report, and saved report extracts from their respective user folders after a specified number of days.
Currently these settings are listed under the Admin section of SimplyReports, but we only found out recently there is no process tied to the settings. We'd like to see this functionality built. Details about their unavailability can be found in the SimplyReports help article "Set the general application defaults" (bottom).
Idea Value
We have several users with years of…21 votes -
Improve functionality of credits on patron accounts
We had a staff member let us know that they had a credit on their personal account and they found the process of dealing with the credit to be a little frustrating. The credit did not automatically apply to their other fees and there was no way for them (as a patron) to tell the system to apply the credits. The only option was for the patron to get in touch with staff to have this taken care of. This would give the patrons more flexibility for managing their account.
It might be nice to provide more options for how…
5 votes -
Leap Check Out Button Label Receipt and add Button to Close without Receipt
In Leap relabel the current submit Close button to Receipt. Add an additional button next to it called Close that that would close the record check out the material but would not generate a paper receipt print dialog box etc.
Idea Value
This would save paper for those libraries that have suppressed the print dialog box in their browsers for Leap and patrons that did not want a paper receipt.38 votes -
Return additional elements in the PAPI PatronValidate method
We use ChargeBalance, StatisticalClassID and BirthDate with 3rd party vendors to verify if our patrons are eligible to use licensed resources. Currently if I have a 3rd party vendor use PAPI to auth our patrons I would have to have them use PatronBasicDataGet to access this data which also returns personal information I do not want them to have access too. If ChargeBalance, StatisticalClassID and BirthDate were added to PatronValidate then the 3rg party vendors would not have unnecessary access to the full patron record. It may also be beneficial to include the UDF fields, Patron Name and email address…
4 votes -
Notification when last copy goes to withdrawn
I often get requests to have a pop-up for staff when last copy, or more especially a last copy with a hold, gets put into a status like withdrawn, missing, etc. It could provide a big head's up to selectors so they could preemptively tackle.
Idea Value
This would provide better customer service. Last copies with holds that were being discarded, etc. could be more immediately addressed to order replacement, contact patron, or submit to ILL.105 votes -
Search Results Page number options
Patrons don't have much options when paging through many pages of search results and have requested the ability to navigate through page numbers. As an example, if there are 100 page results, patrons can only go to next page, last page, first page or previous page. They want to be able to manually enter a page number (for example page 72) to go to that page of results. Switching to total results per page default from 10 to 100 doesn't help with a large number of results.
8 votes
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