579 results found
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Allow offline Leap to show the patron name when their card is scanned
Please make it possible for offline Leap to display the patron name when their barcode is scanned for an offline checkout. This is available in toolbar offline, and I'm sure it would be tricky to configure, since Leap is browser-based, but we just used Leap offline for the first time during our latest upgrade, and the biggest comment I've received is the lack of the patron name during checkout.
20 votes -
Checkin Lost Item as Damaged
If an item has a "lost" status, and is returned damaged we are unable to change the status to "damaged" via the check-in damaged option (must be in/out for damaged check-in to be used). This would be helpful for situations where the patron returns an item that was declared lost (either automatically by being +30 days overdue or manually) and then later found and returned to the library via drop box, to be able to demonstrate the item was returned damaged with no previous poor condition notes on the item.
21 votes -
Undo/Redo Buttons in the Leap MARC Editor
In the Client, there are undo and redo buttons. The undo button is particularly useful when someone has made a mistake. It quickly allows staff to correct the mistake by pressing a single button. When training technical services staff to use Leap, this button is clearly missed. Having this button will make the transition to Leap easier. Questions and comments about the lack of the undo button are common during training.
69 votes -
Add pickup area support to SimplyReports
You cannot output or filter on Hold Pickup Areas in SimplyReports. Not being able to report on them limits their usefulness for things like looking at which schools are busiest or which bookmobile stops are most active. The information is available in hold request data and in transaction details.
Although we can add it as a custom output that will only show the ID which is of limited value to staff.
14 votes -
Transitioning Claim Returned and Claim Never Had
We would like Polaris to transition items with a Circulation Status of Claim Returned and Claim Never Had to Withdrawn after a specified number of days. We envision this working like Lost Item Transition and the Missing Item Transition.
Idea Value
Adding this feature would allow a library to automatically remove items from patron view and allow for a more streamline process for deleting item records.60 votes -
Ability to mark an item Missing or Damaged if it not owned or assigned to branch
In our 21-branch library system, staff need the ability to mark items as Damaged or Missing—even if the item is not owned or assigned to their specific branch. Currently, the process requires multiple logins and workstation changes, creating inefficiencies that impact service.
We've encountered lots of item management issues since migrating from SirsiDynix Symphony. Most recent issue was with handling lost-and-returned items. Specifically, when a customer returns a lost item to a branch that does not own it, and the item is damaged, staff struggle to process it effectively. Our policy requires holding damaged items for six months in case…
14 votes -
Provide an option in Leap to save bibliographic records without making changes first
I don't know if this is already planned for a future version; I didn't see it on the current roadmap, though. It's really important for cataloguers that they be able to save a bib record without having to make a change first, particularly for provisional bib records. The only way to make a provisional record become final is to resave it, and currently, Leap requires you to make a change in any bib record before saving it. I know the duplicate detection without saving is now available, and that's a great feature - but allowing at least provisional bib records…
23 votes -
Remove Pop-up about holds on shelf when checking out Holds
Currently, if I am checking a hold to a patron, there is a pop-up letting me know there are holds to check out. I would like that to not pop-up if the barcode I have scanned is one of the holds I am currently checking out. It is fine if it's not one of the holds, or the hold is at another location, but it is frustrating when I already have the holds in front of me.
23 votes -
Leap - Receipt WYSIWYG editor
Currently, there is no way to adjust receipts. We only have the option of which fields and we are not allowed to put those fields in an order that suits our workflow. We would love to see Leap have a WYSIWYG editor so each library can configure font size, fields, etc. for each receipt.
18 votes -
Saving Registrations in Leap
My library is on Leap 7.6 and we have a problem when our staff is setting up new registrations. The “Save” button is right next to the “Cancel” button and when you accidently hit cancel there is no “Are you sure” pop up or something similar. We would love for this to be fixed! We've had to redo way to many patron accounts!
10 votes -
Item counts on PO and Invoice Headers
It would be beneficial to have a total item count in the header of POs and Invoices for quick reference. Currently there is no easy way to get this count from a PO or Invoice because there is not even a row count column under the items view.
15 votes -
Automatically associate accounts when creating a new patron account with the Copy feature
I think it would be helpful to automatically create an association between accounts when creating a new account by copying an existing one, e.g., using a parent's account to create a child's account. The Block and Allow options should still be checked manually, though.
The association could be removed after account creation, if necessary.14 votes -
edit transaction notes in account summary
I would like to be able to edit the transaction notes field in a patron account summary. We recently had an instance come up where someone forgot to add information to an item that a patron was being charged for. It would be nice to be able to go in and edit it after the fact as opposed to having to delete the charge and start over.
12 votes -
Leap: quickly copy line items
One impediment for our processing staff in moving to Leap is the lack of the ability to quickly copy a line item in Leap (here's the process in the client: https://documentation.iii.com/polaris/7.6/#PolarisStaffHelp/Acquisitions/PAorder/Copy_a_purchase_order_line_item.htm)
The same process in Leap involves several more steps:
1.Go back to the PO
2. click new line item
3.fill out line item details
4. click on segments
5. click new segment
6. fill out Collection Code and FundA quicker way to get through a PO would be if we could add the same segment to all of the line items at once, e.g click the check…
9 votes -
Hold type Record Set
I would love to be able to create a Record Set of Holds. There are times when we need to bulk edit hold data because of library closures, etc. Being able to bulk change that data and store that data would be immensely helpful.
17 votes -
Limit the shelf location drop-down menu in the item bulk change workform to the library
In item records, the shelf location drop-down menu only lists the shelf locations for the assigned branch or owning branch. However, the shelf location drop-down menu in the item bulk change work form lists the shelf locations for all libraries in the consortium. Many of these shelf locations are similar. It can make it easy to choose the wrong one by mistake. Here are some examples:
“Graphic Novel” vs. “Graphic Novels”
“Adult New DVD / Blu-ray” (with spaces) vs. “Adult New DVD/Blu-ray” (no spaces) vs. “Adult New DVDs/Blu-Rays.”The item bulk change workform should be updated so that the shelf…
48 votes -
Allow searching by modification date
You should be able to search in the Find Tool by record modification date. So far I'm seeing this missing from Record Sets, Patron Accounts, etc.. This would make it easier to Find Records without having to resort to using SQL which makes it much more accessible to all staff.
12 votes -
Allow for customization of the Notification preferences dropdown in PAC self-registration
In order to require patrons who are self-registering via the PAC to choose a notification preference, please remove the 'none' option from the Preferences dropdown, or at least allow for the option to customize what appears in the Preferences dropdown. By removing 'none' - or allowing for the option to remove it - patrons would effectively be required to provide a notification method, which would allow the library they are self-registering with to easily contact them should any problems arise with their application.
28 votes -
Improving full-screen editing for MARC records
Make full-screen editing more easily usable. One example: deleting multiple fields at once.
Make it possible to add fields ANYWHERE, not only after a similar type of field (i.e. fixed fields--why can't I add them anywhere?).
13 votes -
Make it possible to save / share Power Searches in Leap outside of the individual level
Enhance operational efficiency and standardization by allowing the saving of Leap power searches beyond individual staff profiles. Currently, saved power searches reside only at the personal level, hindering consistent workflows and leading to duplicated effort. Enabling system- or library-level saving for power searches will allow libraries to establish shared, robust searches, improving consistency and ensuring critical search capabilities remain accessible regardless of staff changes.
15 votes
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