635 results found
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Spell Check
It would be great if there was an option for spell check or a grammatical check in the bibliographic record (especially the 520 field)- either that or it should be possible to run a spelling/grammatical error report.
22 votes -
Create item record from invoice line
We would like the ability to create an item record from an invoice line in Leap. This is especially useful when manually building invoices, and can be done in the staff client.
27 votes -
Make it possible to highlight and copy text from Dated Notes in patron account
The Dated Patron notes in Polaris 8.0 do not allow you to highlight the text for copying - the field is protected. Staff would like to be able to highlight and copy the entire note or specific parts of the note (like barcodes) in order to quickly and easily either re-create the note with changes (since it can't be edited) or do a search for a related item or patron recorded in the note.
13 votes -
Allow for creating links to bib records from within an authority record
This might be coming in 8.0 - it's not on the roadmap, but maybe it's too small to feature there. In the Polaris client, within an authority record, there is an option to create links to bib records (see attached screenshot). This same functionality should also be included in Leap in order for cataloguers to fully switch over to Leap.
41 votes -
Combined Notes and Dated Notes into one tab
Hi there,
When both Notes and Dated Notes are enabled, please just display them under one tab. It's tedious to have to check both tabs (notes for legacy notes, dated notes for new ones). It'd be better to be able to see all notes in one place.
Thanks!
10 votes -
Improve usability for Leap authority searching
The option to link headings from a bib in Leap was a needed improvement, but there are still issues which hinder the feasibility of cataloging in Leap.
When using the "check headings" feature, the search defaults to the local database. When you switch to searching remote databases, the search term is deleted, meaning that you have to copy and paste or retype the search. It would be very helpful if the "Authority Record" and "Authority Record (remote databases)" options were combined. Ideally, I would see a single Authority Record search option which defaults to local records but gives the option…
14 votes -
Include Hold Bulk Change in Background Processing
Polaris 8.1 introduced Bulk Changs within the Request Manager. However, when a bulk change is made, the only verification the user receives is a message that tells the user how many holds were changed. It would be beneficial (and would follow Polaris' bulk change practices) to include the results in the Background Processing function.
7 votes -
Holds Un-Claimed Blocking Threshold
Blocking a patron from being able to place holds when holds unclaimed reaches a set limit/threshold within 6 months would be beneficial. There is a great deal of staff time and financial resources that gets wasted when items on hold shelves never get picked up and checked out. The block could auto-clear after a set time period.
8 votes -
Add PAPI method to merge bibliographic records
Adding this to PAPI would allow this process to be performed without SQL access and also fully leverage all of the existing Polaris business logic. It would also allow hosted customers to utilize the functionality.
11 votes -
link to specific copy to fill hold
There have been many times when we've needed to know which specific copy(barcode) is in transit to fill a hold. Currently the only option seems to be going thru each item record to see which is attached to the customer record. Very annoying and time consuming. Perhaps on the Holds Queue screen could include a column (Item Assigned) to list the barcode filling the hold when a hold has been trapped. Or on the Hold Request screen, on the Satisfied By menu a indicator of which item is being used for that hold. Or both.
8 votes -
Pick list prioritization based on floating load limits
Enable the pick list to prioritize filling holds in floating collections from branches where the number of items on the shelf at that location is the highest and/or over the load limit for that collection.
8 votes -
Ability to select and delete multiple records in FIND Tool results
Staff client allows you to delete a record and record sets from a set of search results, however, Leap requires clicking into each record, then clicking Actions and then clicking delete (or putting them all in a record set). Right now I'm cleaning up some old record sets. If I were doing this in the client, I have the ability to select multiple record sets within my results list and then right click to delete them in bulk. This would be a game changer in Leap.
21 votes -
Blocking Conditions for Item Barcodes
The ability to block item barcodes that begin with specific digits, such as 978, would be a tremendous benefit for libraries. During item record creation, staff may accidentally scan the ISBN or UPC printed on the item instead of the library-assigned barcode intended for circulation use.
Providing the ability to restrict or block specific barcode patterns would help prevent incorrect barcodes from being saved to item records. For example, preventing an item record from being saved when the barcode begins with 978, the standard prefix for traditional ISBNs, would significantly reduce these types of errors and improve data accuracy.
9 votes -
Make phone number searching better
This request is for a new feature to improve phone number search capabilities, specifically by handling varied formatting in the free-text phone number field.
The current phone number search often fails because it's a simple text match that can't account for different formats like hyphens, spaces, or parentheses. Staff will sometimes report back to a patron that their phone number isn't in the system because they didn't search for it in the way it was entered into the patron's record. This can then frustrate patrons if they continued to get called or texted by the notification system.
Implementing a search…
43 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.
6 votes -
020 Field Character Limit Should Exceed 50 Characters & Not Reject Placing an Item On Order
We are having manually placed orders rejected because the 020 field for large print books sometimes exceeds the 50 character limit. Polaris/Leap will accept 020 fields that are up to 49 characters, but not for OCLC MARC records that have extended to 54 characters. This happens whether we are attaching to an existing record in Polaris/Leap or for a new one imported from OCLC/Connexion. It seems completely arbitrary that 49 characters are accepted, but 54 characters -- just a few over the limit -- are not. Thanks for looking into & considering this request.
11 votes -
Eliminate the barcode requirement for placing holds on on-order multivolume set records and serials
At this time, holds on the serials and multivolume set records are not functioning in an efficient manner when the title is not under serial control. Examples include manga, college guides, or test prep guides. In PowerPAC and Leap, patrons and staff cannot place volume level holds when the associated item is on order and does not have a barcode. It is not part of the staff's normal workflow to add a barcode to on-order items until the physical item arrives at the library. As long as a volume is in the volume field, Polaris should be able to identify…
47 votes -
Leap: Ability to save column sorting
In the desktop client, we had searches sorted by Pub Date then Author. We can sort them in the Find Tool, but clicking the star to save as default settings does not save the sorting preferences for next time.
9 votes -
Better printing of Record Sets
Record set printing is often a mystery -
I often need to print a List View, but the printed result is very unpredictable.
Sometimes it turns out how I want, but other times the page is limited to the top of the page (see attached photo), and 3 times as many pages print since the whole page size isn't utilized. It seems to depend on the size of the columns and how many are hidden, etc, but I can't be sure what factors make it work.The best workaround seems to be printing to pdf, checking it, and then printing…
12 votes -
Add Date to Dated Note in Search Results, Simply Reports, etc.
We'd like to see the date of dated notes be displayed on search results, in a record set, and also available as criteria in a Simply Report search. We'd like to use this tool for things like specific waiver expiration dates that do not coincide with patron expiration dates, among other things. By displaying the date in the search results we'll be able to quickly take a bulk action based on dates.
7 votes
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