521 results found
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Patron Import Process (LEAP) adding Polaris Username field
Adding the ability to add / update the Polaris username field as an alternative barcode for students/patrons would be hugely beneficial in the import process. This would allow us to have a student ID as a barcode and a former library barcode for patrons to use at the expresscheck.
11 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…
10 votes -
Ability to mark an item Missing from the Unclaimed Picklist.
Scenario:
1. An item that has been trapped and is (most often) sent from another library to fill a hold for pickup at another branch.
2. The Hold is put on the shelf for the customer at a branch.
3. After X days, it shows up on the Unclaimed list.
4. Staff go to the shelf to remove it, but it is not there.
5. Staff check the system - the item has not been checked out by anyone (sometimes customer are confused and think a hold is actually already checked out to them a la picking up an online…37 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.
13 votes -
Allow library to choose which "unexpected" item statuses will prevent checkouts
If staff attempt to check out an item with an "unexpected" status, such as Withdrawn, Unavailable, or Missing the checkout fails, with an error message "unexpected item status." Staff must check the item in to change its status to Available, and then check it out. This breaks the flow of the checkout transactions and causes a delay for the patron. It would be very helpful if we could specify in System Administration which statuses cause a complete failure of the checkout (the current rule for all of these statuses), which cause a warning message that staff can override, and which…
18 votes -
Option to suppress more fields in patron registration
For our system, having both an expiration date and an address check date is redundant, and staff constantly fail to update the address check date to match the expiration date. I'd like to have the ability to suppress the address check date as well as other fields, such as street address lines 1 and 2.
21 votes -
Display latest additions to record sets at the top of the record set
We create large weeding record sets by pulling items from the shelves then scanning them into the record set. Additions to the set are always shown at the bottom of the list. This means the user needs to keep scrolling to the end of the list to be assured their scanned item did save to the list and if they want to query last scanned items.
This request is simply to change the order in which the set is displayed on screen, with most recent additions added at the top of the list.
23 votes -
Validate controlled thesauri (650 or 655 _7 $2)
Adding the $2 validation opens the door to using so many controlled thesauri, like Spanish headings via Queens and National Library of Spain, OLAC's video game headings, Homosaurus' headings, and many more that would make searching easier for customers and staff by providing access points that mimic how they talk about their interests and information needs.
It would be a step closer towards inclusion by using various existing vocabularies that institutions want to use, unlock more potential of the ILS, as well as improve authority maintenance overall.
17 votes -
If Leap quick search doesn't find a record, don't clear the text
A staff member asked us to post this. When using the quick search in leap and typing in a query does not lead to a record, the text should stay inputted so the staff member can edit their query as opposed to having to retype it all over again when trying again.
29 votes -
Add Library Level to Hold Pickup Limit
Currently, a library may limit an item to be holdable for pickup at a single branch location. This setting allows the item to be limited to pick up at the item's assigned branch only. While this feature may work for single-branch libraries, it does not function in a practical way for multi-branch libraries. Expanding this feature to have a library-level option would increase the usability of this setting.
Example 1: Library A has 3 branches. They want to make their mobile hotspots holdable for pickup at any of their 3 branches. They do not want their hotspots to be placed…
38 votes -
A way to customize pop up notices
Various popups appear in Polaris via the client or Leap. Some are pretty clear in what the reminder or error message is about and some popups are not.
I am requesting a way to customize the text and title (Leap only has this visible) to make it more clear for our staff to understand either the popup reminder or the popup error with a little more explanation.
Example for Popup Reminder: Via the client we have a popup reminder about "reminder notices option is email. Do you want to continue?". This occurs when we leave the email field blank per…
17 votes -
Add LC approved fields to Cataloging more quickly
Catalogers have been waiting since January 2020 for MARC field 532 - Accessibility Note to be included in the MARC bibliographic validation table. This MARC change was approved by LC in 2018 and has been showing up in AV records ever since. Catalogers see a "not defined" error message when saving a record which includes an unvalidated field.
Currently we may only add a local MARC tac to the validation table (eg 9XX, X9X or XX9). Otherwise, it must wait for the LC MARC bibliographic update to be implemented by Polaris development in a new Polaris version. We now hear…
15 votes -
Add series info when linking
Currently, if I want to add series information for a book in the item record when I link it, I would need to put it in the volume field. It'd be nice if there was an easy way to indicate if a book is part of a series and where it falls in the series without it creating a super long call number. Series info isn't standardized when it comes from publishers and isn't always included in the MARC record. This does make a difference for my patrons to know if a book is part of a series and would…
16 votes -
Floating Close button in Patron Registration
Could we have it so the close button within the Patron Registration follows you as you scroll down like the "Save", "Renew", etc do? I often find myself nowhere near the top when I am done with a customer account and have to navigate all the way back up just to close the record. I could see this also being useful in Bib records
14 votes -
SIP2 support for checking in lost items via sorter
Support should be included so that when lost items are checking via automated materials handlers, they should be checked in and processed - bill waived and item status updated appropriately.
20 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?).
8 votes -
Hold History report where you could enter a Bibliographic Record ID
If Simply Reports had a Hold History report, where you could enter a Bibliographic Record ID and then see the history of hold requests created for that bibliographic record -- it would be most helpful when trying to see why an item wasn't automatically renewed, or was blocked from renewing.
9 votes -
Control column display in item record history in Leap
Allow staff to customize the display of columns in the item record history, as they can in the display of search results. For example, our staff have pointed out that for each action the item's assigned branch displays prominently, but it is less relevant that the "location" (i.e., the branch where the history action took place). They would find it much clearer and easier to use if they could control the order of those columns, and set it as Date / Location / User/WKS / Status / Action / Assigned Branch.
19 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.8 votes -
Add 'Hold Activated/Created" to item history
It would be useful to have in the item history when a hold was activated. I had an instance where an item was put on hold for the wrong account, and it would have been useful to see who had placed the hold or where it had been added. I figure you can see this from the hold record, but the staff member who had received the accidental holds cancelled them before we got a chance to look at it.
8 votes
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