692 results found
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Add ability to create status codes
We would like to be able to create status codes. We have renamed some we don't use to make them useful, but that is limited. We use in-repair for multiple problems and it would be better for our staff to be more specific. For example, it is used for items with bedbug damage that will definitely be leaving us and it would be good to know that at a glance, as opposed to DVDs that need to be resurfaced and are also in-repair along with books with missing pages or water damage, etc. So, instead of just the one status,…
43 votes -
Go back to same place in PO
Unless I'm doing something wrong, when I am in a PO and go into a PO LINE to check ISBN, discount or whatever, I hit save and go back and it takes me to the top of the PO. Some of my PO's are really big so I'd like to know how to just go back to the spot I was at before instead of the top.
42 votes -
Unrelease a PO in Leap
Acquisitions staff would like the ability to un-release a purchase order. Currently, once a purchase order is released, you are unable to go back and make any changes if you realize you made a mistake. Instead, acquisitions staff are having to delete the entire PO and start a new one from scratch.
57 votes -
Make "exclude from" options accessible via API
We're working with a vendor to import patron records into Polaris as part of a program to give every student of the local school district a library card. As part of the arrangement, these student cards will be exempt from billing.
Unfortunately, there is no means to check the "exclude from" overdues, billing, etc. boxes in the API, so this will have to be done manually every time a new batch of students is imported. Please make it possible to modify these options via API.
12 votes -
Allow bib bulk change steps to be applied to import profiles
Imagine the possibilities if we could automate the process of bulk changes to bib records as part of an import profile.
Other ILS systems offer robust manipulation of bib records upon import, but this is missing from Polaris.
By allowing bib bulk changes to be stored in templates, just like item bulk changes, we can streamline the process and save valuable time. Imagine having a set of predefined steps for importing bibs from specific sources or of certain record types. It would ensure consistency and accuracy, eliminating manual effort.
- Allow bib bulk changes to be stored in templates like item…
38 votes -
Electronic invoicing with EBSCO
Electronic invoicing has been available with EBSCO through Innovative for years. This is a big set back not having this feature with Polaris.
11 votes -
More granularity in record set access, modification, and deletion
As Polaris currently exists (v7.3 at my library), User 1 wants to share a bibliographic record set with User 2 and User 3. In order to do this, they have to change the record set's owner from User 1 to Organization 1. But this allows all members of Organization 1 with the permissions "Cataloging Record Sets: Modify" and "Cataloging Record Sets: Delete/Undelete" to make changes to that record set. Let's say that at some point down the road, User 4 sees this bib record set owned by Organization 1 and thinks they're being helpful by updating or deleting it. They…
42 votes -
Viewing vs Modifying Authority Records
Frontline staff currently have an alert to click through when they view an Authority record. Could there be separated permission levels to allow staff to View an Authority Record without clicking through the pop-up, vs Modifying these records?
21 votes -
Custom columns in record sets
To have the ability to choose what columns are used in record sets. This would be useful for daily inventory of items that we would need to know the due dates or other values. Currently, record sets are locked into a standard set of columns, some of which, most of us have no use for.
Idea Value
This would be a major time saver when analyzing inventory and statistics.115 votes -
API to Update Bibliographic Records
I'm specifically looking for a great integration between the cataloging tool BTCat and Polaris.
Libraries use tools like BTCat and Skyriver to search for new bib records and update/edit existing records. After making changes, the records currently have to be exported from the cataloging software, then imported into Polaris. These tools have the ability to "push" records into other ILS systems, skipping the need for a manual export/import of records. Adding this functionality would aid libraries in transitioning away from the Polaris desktop client (as bibliographic editing in Leap is a tedious process, at best).
23 votesWe actually added an endpoint to support this integration in Polaris 7.6 (BibsPost). We've been working with BTCat to consume the endpoint in their application.
I'm going to set this to "Planned" for now because the integration is not live with BTCat yet. But the development piece required for Polaris has been done. Please let BTCat know you are interested!!
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Add Custom Data Fields to Item Records
Patron records have 5 UDFs and 10 Custom Data Fields – item records have none of these. As a result, many libraries end up doing some weird stuff with the Name of Piece and Temporary Shelf Location. This idea would add 10 or so custom item record fields that libraries can choose how they would like to use.
Ideally, fields would be capable of multiple data types including freetext, Boolean, date, or numeric. In a perfect world, it could also support a drop down list like the UDFs! The fields would also be searchable in the find tool, just like…
24 votes -
Show branch and barcode for item-level holds in Leap
Our Cataloging staff frequently have to place item-level holds on multiple items from the same bib record when making updates to the collection. Currently in Leap, these holds display in the patron's account with only the title, format, and call number. From this information it is impossible to tell which specific items have been placed on hold. Including the barcode and the assigned branch of the item would make it easier to tell different item-level holds apart when the items all have the same title.
36 votes -
Ability to place holds on all items in a record set
From time to time, we have need to place all items on a record set on hold to call them in for a specific purpose. It would be great to have the ability to select all or some items within a record set and click a place hold button and then have the option to move the request for each of these items to the top of queue.
Idea Value
This would make functions so much faster and easier. For example, right now, I need to place item level holds on a couple dozen checked out items to inspect them…133 votes -
Display additional record types in "Recent" workform tracker
The "Recent" tab in the Leap Workform Tracker lists recently-accessed patron, item, and bibliographic records. Now that additional record types are available in Leap, it would be helpful to have additional record types listed in the "Recent" tab, including but not limited to:InvoicesPurchase OrdersRecord Sets
Idea Value
The "Recent" tab in the workform tracker is a helpful tool that allows staff to easily reopen records that have been recently closed. Adding additional record types to the recent tab would be helpful for all staff, especially technical services staff that are transitioning to Leap.78 votes -
Add electronic signature option to online registration
We are interested in going paperless and no longer using registration cards but we would still like to collect patron signatures. Can Leap/Polaris allow for electronic signature collection?
16 votes -
Transitioning claims returned to Lost after a set time and adding a bill
We would like to have to option for claims returned items to automatically go to Lost after a set time and adding bill to the patron.
Idea Value
This would take out the manual process of chasing up items that have been put to claims returned/never had.16 votes -
Add "create fee" endpoint to the API
The API currently doesn't have a way to add a fee to a patron account. The use case where we'd want this is that we use a third party for online self-registration. They offer t he ability to differentiate between resident and non-resident accounts, but to use the non-resident option, we'd need to have a fee added when the account was created.
15 votes -
LEAP - Picklist processing display - customize fields (exact fields TBD)
Currently the picklist processing report is as-is with no options to modify.
We've found it would be helpful for our library to have the last activity date to display when printing the picklist as items may have been returned within the last few days and on their way to being re-shelved or possibly on shelf for years & actually missing. Thinking others may have additional fields that would be of use to them as well.
It would be a helpful enhancement for staff to have the ability to choose additional fields to customize & re-arrange the columns on the picklist…
82 votes -
Patron reminder for upcoming address check
Have a reminder for patrons via TXT, email, telephony, mail-whatever their preference is, to remind them about their upcoming address check. Many patrons do not bring something with their current address with them when they come to the library to grab a book. This could be helpful for both staff and the patrons.
11 votes -
Printing and Exporting Reading History in the Polaris
We have had several library members ask why there are not capable of printing their reading history from their account in Polaris. It would be great if there was a print button at the top of their reading history. Can this be be added?
Idea Value
Very helpful for the elderly. They prefer a hard copy and/or have to wait for a family member to visit to show them their reading history.55 votes
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