685 results found
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Option to slide divider to resize record header and editable data field
When you open a bib or item record, the header takes up about half the screen (with a slider bar if the record is long). For staff going in to edit the item details tab or the bib MARC tab, they no longer need to keep seeing all the header info. It would be useful if the field with the editable data were in a horizontal split screen or divide that could be slid up to minimize the header and expand the editable space.
13 votes -
Record set filtering by column
The search/filter functionality in a record set could be improved by providing the option of applying it to a selected column instead of to all the columns.
12 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.
14 votes -
bib bulk change from find results
It would be useful to have the bulk change option in the Find Tool for bibs, like the existing functionality for items.
15 votes -
Leap Reports & Notices: Add exporting in Excel
Currently, the new Reports & Notices inside Leap works great, except that it will only export to PDF.
Now, you can change the URL manually, swapping out PDF for EXCEL, but that's 1. a little tedious and 2. a little confusing for some of our staff.
It would be better if, like the staff client and SSRS, there was an option to select which format you want the report in.
17 votes -
"Undo" check ins/outs and other functions
It would be very helpful to have an "undo" button for more functions in Leap. Particularly for when you accidentally check something in/out.
12 votes -
Separate Reader Services and Reading History permissions
There is currently just one permission (Patron status: Display reader services) that controls access to both the Reader Services and Reading History tab in a patron account in Leap. This should be split into separate permissions so that staff can be granted access to Reader Services without having access to Reading History.
Our consortium policies don't allow library staff to have access to patron Reading History, so while we would love to offer the Reader Services functionality to staff, we can't do that currently without granting them access to patron Reading History. The only theoretical workaround is setting up distinct…
10 votes -
Diacritics in Leap
Right now, staff can only copy & paste diacritics from elsewhere into Leap, but they have no way of directly inputting them into cataloging data. The toolbar was able to do this, but Leap cannot.
30 votes -
LEAP - Ability to edit invoice header charges
The functionality to edit fund or charge type in header charges would help streamline acquisitions workflows. At this time, we have to delete and redo the charge when we only want to update the fund, creating more room for error.
14 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!
19 votes -
Link Invoices to Each Other in Leap
We would like the option to link invoices together in Leap like we can in the client. We use this feature to keep track of credit memos by linking the credit memo to the original invoice.
22 votes -
Option to reorder tabs in Patron Record view
Polaris continues to add more tab options in Leap patron records (most recently for the Dated Notes), but the newest features frequently end up getting hidden in the More menu.
It would be really nice if each staff member had the ability to reorder the tabs in their patron record view, so they can ensure their most used tabs remain visible even if they are zoomed in or using a smaller screen.
For instance, many of our libraries do not use the Reader Services tab. For those libraries, it would be wonderful to have the option to move the Reader…
32 votes -
Reminder to refresh bib workform after editing in compare tool
Because edits can be made on a bib from the compare tool while the bib workform is open and unlocked, it would be helpful to have a reminder to staff to refresh the bib workform if they return to it. When staff are working with multiple bibs, it is easy to forget that a refresh is needed before making additional edits. Saving in the bib workform can result in losing the edits made in the compare tool.
Ideally a pop-up or a highlighted refresh button would only show up if edits had been made to the bib elsewhere. This could…12 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.
14 votes -
Easier checkout option of unclaimed items.
At times we have unclaimed items that the patron actually already picked up. It would be great if we could checkout out these items in "unclaimed" status directly from the patron's holds page on their account. This would be easier and less opportunity for error.
10 votes -
Prevent PatronRegistrationCreate from Reusing a Postal Code Record with the Wrong County
When
PatronRegistrationCreateis configured to allow creation of new postal code entries, the API should consider an explicitly supplied COUNTY when determining whether an existing postal code record is an appropriate match.Currently, if a ZIP code, city, and state already exist in the
PostalCodestable, the API will reuse that record even when the COUNTY supplied in the registration request is different.If a county is explicitly supplied, the matching process should require the county to match in addition to ZIP code, city, and state. If no EXACT combination exists, the system should create a new postal code record…
10 votes -
Option to sort "recent" records
Option to sort list of recent/current records with most recently opened at top instead of bottom.
13 votes -
Allow hold-reset when checking an item in damaged
We often discover that an item is missing or damaged when placing the hold slip to put it on the hold shelf. When that happens, it would be really helpful if we could check it in in damaged mode from held status and be able to reset the hold for the patron. Ideally, there would be a damaged and a missing parts check-in for unattached items (without a last borrower) where we can just remove that barcode from circulation and reset the hold for the patron in one action.
8 votes -
Have patron emails say clearly if an item was not autorenewed
Patrons are confused by items that don't autorenew. The receipt lists the items out, the due dates, and the "potential" renewals. But if an item doesn't autorenew the patron doesn't realize it. It's causing patrons to accrue fines because they assume their items have autorenewed. It would be lovely if the email could list items that were autorenewed, items that were NOT autorenewed, then other items checked out.
20 votes -
Record set ID as column in Find Tool results
Identifying the correct record set from Find Tool results would be easier if the record set ID was an optional column.
11 votes
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