685 results found
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Customize Items view of bibliographic record
The current fields displayed in the Items tab of a bibliographic record aren't always sufficient for our needs. For example, displaying the Copy or Volume field would be extremely helpful for encyclopedias, yearbooks, or other continuing resources with multiple distinct copies on the same record.
10 votes -
Advance Additional Hold Requests Through RTF Sequences
When multiple hold requests exist for the same title, Polaris may keep all of the requests in the same Holds Request to Fill Routing Sequence as long as a single eligible item remains available in that sequence. This can occur even AFTER one item has already been identified to fill the requests.
As a result, the remaining requests may wait through the full primary and secondary routing periods before reaching the tertiary sequence, even though other libraries have available items that could fill them immediately. Depending on the configured days-at-branch settings, this can unnecessarily delay requests.
Polaris should evaluate each…
12 votes -
Let patrons see cancelled holds
A patron said that it would be useful if they could see, as a logged-in patron, holds that had been cancelled due to them not coming to pick them up in time. It would be great if this also allowed patrons to reactivate the hold from there. Thank you for considering this.
19 votes -
Pick list prioritization based on floating load limits
Enable the pick list to prioritize filling holds in floating collections from branches where the number of items on the shelf at that location is the highest and/or over the load limit for that collection.
14 votes -
Search Timeout setting for Leap Find Tool
Currently, the Find Tool in the client allows us to adjust the search timeout period. We would also like to be able to adjust this setting when searching in Leap.
For example, recently I wanted to put together a record set of items with subject heading "bicycles" (about 500 titles in total). This search took about 45 seconds to run in the Find tool, so I was not able to make the record set in Leap - I had to run the query in the client. As we move towards using Leap exclusively, this is a gap that would need…
17 votes -
Merge patron function should also create a new Dated Note
When merging patron records, the system currently appends merge details to the Non-Blocking Notes section. However, with the introduction of Dated Notes and the ability to hide Non-Blocking Notes, this information can be lost depending on system settings.
We would like to see one of the following options implemented:Allow administrators to choose where the system writes merge notes.
Have the system automatically write merge notes to both note types (Non-Blocking and Dated Notes).
32 votes -
Display automatic renewal count separately in statistical reports
It would be helpful to have automatic renewals separate from all renewals when running circulation statistical reports at the patron stat class and item collection code level.
11 votes -
Allow staff to add supplier records without allowing them to modify the Postal Codes table
When staff add Supplier records, they currently are required to have the "Modify Postal Address Fields" permission. This means that they can add any postal code/city combination into the address and, if it is not already in the Postal Codes table, it will automatically be added there. This allows staff to add incorrect data into the Postal Codes table, which then allows circulation staff to accidentally select those options when adding new patron accounts. We would like to see Supplier records have the same option as Patron records, where we can lock staff down so that they can only select…
12 votes -
LEAP: Pop-up when paying for an outside library's item
Allow for a pop-up when paying for an outside library's item, e.g. 'this is not your library's item, would you like to pay for it' hit continue or cancel, similar to when you're trying to scan a requested item that is meant for another patron. There have been times when a patron comes to pay for another library's item in cash, and unless the staff member checks to make sure that it's only overdue fees or fees that pertains to their particular library, they keep that outside library's payment. They then have to reimburse the item-owning library or the item-owning…
20 votes -
Show Cover Images in Search Results of Leap
Library staff would like to see cover images in the search results of the Find tool of Leap when they are looking to place holds for a patron. They can see the cover image if they go into the bib record, but not in the search results page (which is just a list).
16 votes -
How to add released PO Items to an Item Record Set
In some cases, we would like to monitor the items we have ordered. If these items can be loaded into an Item Record Set, it would make them easier to access and track.
In Polaris, users can add items from a released Purchase Order (PO) to an Item Record Set.
Is there a similar function available in LEAP?
9 votes -
Allow Patron Merge Directly From Duplicate Patron Records Pop-Up
Currently, Leap will surface any potential duplicate accounts when you go to save a patron record based on the configured criteria. Unfortunately, it's not particularly actionable and, while it is nice that you can click the other account names to pull up the full record, it requires a lot of back and forth to confirm information on one account or another before performing an independent Merge action... which is to say that most staff aren't likely to perform an account merge in the moment and probably won't come back to it later... I think this could be remedied by allowing…
11 votes -
Independent Manage Item Records Tool
First, let me say that I think the Manage Item Records tool found on the Check In screen is good. For basic item edits, it is superior to editing via the Item Details screen in many ways. It has better permission controls, better item history logging (see attached image if you're unfamiliar with this), and allows edits to more than one item at a time (a lighter, more intuitive version of Item Bulk Changes). That said, I think a few changes could take this tool from "good" to "great".
First, I think that having an independent option on the Check…
19 votes -
Create item record from invoice line
We would like the ability to create an item record from an invoice line in Leap. This is especially useful when manually building invoices, and can be done in the staff client.
35 votes -
Leap: Ability to save column sorting
In the desktop client, we had searches sorted by Pub Date then Author. We can sort them in the Find Tool, but clicking the star to save as default settings does not save the sorting preferences for next time.
14 votes -
Have the Physical Condition information pop up when checking in and out items
Currently, item condition information is put in the Free Text Block. However, that information can be overwritten (and lost) if the item becomes part of a record set that is universally updated. As it's important to know item condition issues, it would be great if the Physical Condition block could be a pop-up when it includes information.
15 votes -
Block Renewals for certain periods after checkout
We would like the ability to block renewals for a few days after checkout (or longer). Right now, we're seeing a lot of accidental renewals of items at checkout due to an item being too near an RFID pad or someone double scanning a checkout because they aren't sure if it scanned. In a previous system, we were able to block renewals by a couple days, so this didn't happen.
28 votes -
delete all permission groups from staff account
It would be helpful to be able to select all permission groups in a staff account and delete from PolarisSA. This exists in the client. When a staff member changes positions, we copy the new set of permission groups from an existing account, but first we delete all their existing permissions in case they have something they will no longer need. In PolarisSA, this requires deleting each permission group individually.
11 votes -
Add Date to Dated Note in Search Results, Simply Reports, etc.
We'd like to see the date of dated notes be displayed on search results, in a record set, and also available as criteria in a Simply Report search. We'd like to use this tool for things like specific waiver expiration dates that do not coincide with patron expiration dates, among other things. By displaying the date in the search results we'll be able to quickly take a bulk action based on dates.
11 votes -
Improve Toast management
Toast messages can sometimes be difficult to catch if they fade too quickly or can get in the way if they accumulate on the screen. It would help if the toast appeared, then was reduced to a smaller indicator that could be cleared. Aso allow staff to open the history of toasts for their current session, so they can refind a message once they have finished what they were doing.
9 votes
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