676 results found
-
Number entries in Leap search results sets and patron reading history
Given the amount of scrolling sometimes required in Leap, it would be really helpful to have results lists and reading history lists be numbered.
6 votes -
Improve Report Downloads From SimplyReports
SimplyReports offers only one format when downloading the results of a report, and that is a questionably formatted xls file that always throws a warning when opening in Microsoft Excel. Microsoft left the xls format behind almost 15 years ago when they launched the xlsx format in Excel 2007. My idea is not only to update the downloadable report format to xlsx, but add reporting formats now common in data handling and processing:Update xls and replace it with xlsxAdd export to OpenDocument Spreadsheet (.ods)Add export to CSVAdd export to JSONAdd export to PDF
Additionally, it'd be an excellent update to…
106 votes -
Multi select Claims items
Enable multiline selections/changes for claims. That is, don't make us select each and every one separately to update to Backordered!
7 votes -
Automate lost card number request via email option in PAC
Automate lost barcode number requests. The simple way to achieve this is to offer this option below "Forgot your password" on the PAC login screen. The user clicks this and is asked to enter in the email address connected to the account in addition to first and last name. The patron associated with that name and email address would receive an email with the barcode. If the patron does not have an email on the account, or the wrong email address is entered, the user receives an error message.
Idea Value
This would save staff time in person and on…13 votes -
Stats page-Add more stats in Bib records to aide collection management; regaining functionality of the Preview window from desktop client.
Provide aggregate circulation data and status by branch and item record. Previously this information was available on the Preview screen of the desktop client. Desired information by branch: Number of items, Number of holds, Year-to-date circulation, Previous year-to-date circulation, Lifetime circulation, Year-to-date in-house use, Previous year-to-date in-house use, Lifetime in-house use. Desired information by item: Assigned Branch, Collection, First available date, Year-to-date circulation, Previous year-to-date circulation, Lifetime circulation, Year-to-date in-house use, Previous year-to-date in-house use, Lifetime in-house use, Shelf location, Volume information, Current Circulation Status, Barcode, Last activity Date. This information should be sortable by any field.
Idea Value
These…26 votes -
Have the ability to use the ENTER key to close a check out in Leap
In Polaris staff have the ability to tap ENTER to close a check out. In Leap, staff must select COMPLETE with the mouse to close the transaction.
Idea Value
Polaris users have become acustomed to using ENTER to finish a check out so having to select COMPLETE is awkward and takes extra steps involving the mouse.69 votes -
Authority Deletion Functionality
The process for deleting authorities is very time intensive. The process should work like deleting item or bib records and allow for not being notified for blocking/non-blocking notes. There should also be a default for how to handle deleted authorities, flip, unlink, etc. This would make the process much easier and quicker.
Idea Value
This would be a huge time saver for staff.61 votes -
Leap: MARC Import profile should select default file
In the staff client, we can set a default file for a particular import profile. When that import profile is used, the file is already selected and we don't have to search for it. We'd like this same thing in Leap, but currently aren't able to set a default file and have to search for it every time.
Idea Value
This would prevent having to search for the exact same file every time when importing. It would save time, is more efficient, and already works well in the staff client.47 votes -
Display Last Activity Date in Item Records
While Leap Item Record views are pretty robust, they often lack a very critical piece of information - Last Activity Date. Modification and Creation date display in Properties but Last Activity Date is not displayed. While it can sometimes be found in the History view, this is not always the case. Sometimes History is empty in Leap. We reference Last Activity date in the staff client on a regular basis and need ready access to that same information in Leap
Idea Value
Last Activity date and info can be helpful for collection evaluation and in tracking down items.17 votes -
Include the PatronRegistration field "CollectionExempt" in a PAPI response.
In a PAPI response, include the field "CollectionExempt" found in the PatronRegistration record. Likely PAPI candidate is the PatronBasicDataGet response.
4 votes -
Allow Administration to manage personal (owner) record sets.
Record sets that are owned by staff remain in the system forever if those owners don't clean them up. We would like Administrators to have co-ownership of those sets.
Idea Value
Administrators can maintain and clean up orphaned record sets.82 votes -
Easy link to item and bib details when using New Hold function in Leap Holds view
I love the New Holds function in Leap. It makes it easy to place lots of holds for a customer in a single session when you know exact info and they are fine getting it later. With this feature though, you have no way to easily see WHERE copies of a title are or what their status is or details about WHAT you are placing a hold on. It would be great if there was a way to link to or preview bib info and item details (such as circ status and location) so you know if you even need…
10 votes -
Staff Client: Icon/Button to Email List of Items Checked Out
Adding a icon/button within the Patron Status "Items Out" view which would send an email to the email address on file for the patron which lists all items currently checked out and their due date.
Idea Value
There is already a print icon/button on the Patron Status "Items Out" view which can be used to print the list of items out and their due date. Adding an email icon/button would allow patrons to receive this list easily via email when they come to the desk and ask staff for a list of the items checked out.29 votes -
Add "Days Past First Available" to Item Bulk Change Options
The item hold setting option, "Days Past First Available," was added in Polaris 6.4. This hold setting is not currently included in item bulk change options and should be added in.
Idea Value
Libraries who want to begin using this feature cannot currently bulk change existing items to use this setting (or, if already using, change the existing value). All other item hold setting options can be bulk changed. For parity, the "days past first available" should be added as a bulk change option as well.28 votes -
Patron Preferred Pronouns (Polaris)
We would like an optional field in the patron record for preferred pronouns. This field should be available at the top of all patron registration views near Last name, First name, Title etc. It should be available to display on the Patron Status and Check-out screens via System Administration under Parameters, Patron Services, Check-out: Optional patron data. We would also like to be able to display it on phone notices, but not mailers.
Idea Value
As our libraries strive to be more inclusive, we would like a way to record the patron's preference other than using a note field which…81 votes -
Un-cancel a purchase order line item
The ability to un-cancel a cancelled Purchase Order Line Item. Sometimes an order cancelled by a vendor will arrive anyways, or one edition is cancelled then later substituted for another. In these cases, it would be preferable to un-cancel the original POLI than to create a new one, or start from scratch at the invoice stage. Un-cancelling the POLI would also allow us to maintain the connection between the POLI and the Invoice Line Item.
Idea Value
This would save time and confusion for acquisitions staff, and allow us to maintain the connections between PO, Invoice and Item.62 votes
- Don't see your idea?