635 results found
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Option to tell customer if they have already read a title
An option added in the patron registration that turns on a "loan tracking" feature. When checking out books, if this feature is turned on, then when a barcode is scanned that the patron has already borrowed a message comes up to let the patron know they have already read this title.
Would check at a bib level (so not just the actual item that is scanned, but any bib that item is associated with). Should be based on what is in the reading history of the account. Would need enhancement for serial issues, as the reading history currently only advises…34 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…
6 votes -
Standard Identifier Number search option in Leap
In the client, you can do a bibliographic search by "standard identifier number" and it searches a bunch of different possible fields (the corresponding power search: (((ISBN="1234" OR ISSN="1234") OR (OSI="1234" OR STRN="1234")) OR (((PN="1234" OR CODEN="1234") OR OCN="1234") OR (SOA="1234" OR UPC="1234*")))). We would also like to see this option in Leap.
Currently, staff don't get results for a scanned barcode unless they choose the correct field to search and the indicators in the record are properly set. This means they often get no results and incorrectly assume we don't have…
25 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…
11 votes -
Reporting Groups for Collection Codes / Material Types (reporting only)
Add a reporting-only way to map Collection Codes and/or Material Types into any number of user-defined reporting groups, with many-to-many membership. Grouping logic should live in a maintained mapping table (not hardcoded in reports) so changes update all dependent reports automatically.
Problem
Only staff with database access can currently create sequel/SQL mapping tables (e.g., MapCollection, MapMaterialType) for flexible rollups. Others must regroup exports manually, which is inconsistent and fragile.
Provide a UI-managed “Reporting Groups” feature that acts like a built-in mapping/lookup table:
• Many-to-many: one code can belong to multiple groups; groups can contain multiple codes.
• Reporting-only: no impact…21 votes -
Adding a bulk change option for item records linked to a PO
In the toolbar version of Polaris, it is easy to make bulk changes to item records from the PO, which we occasionally need to do to change things like shelf locations, call number prefixes, and notes that can’t be added via the item record templates. In Leap, there’s no bulk change option on the items tab for a purchase order, and there is also no way to select the item records to add to a record set to be able to do a bulk change that way, meaning any edits to the item records needs to be done one by…
33 votes -
5 votes
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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.
7 votes -
Force the use of templates
AS a consortia that includes many small 1-2 person libraries, we would like the option added to force member libraries to use templates. No matter how much we encourage, train, and setup their templates, they are not being used consistently across all members. This is causing export issues when sharing our catalog statewide for ILL and will now being causing issues when we are a ztarget for the state ILL system. We can bulk change all these items, but that is wasted staff time, when it would just be easier to force those 1-2 person libraries to use the templates…
9 votes -
Suppress Deleted Items from Staff View
With the option to retain deleted item records, results for staff can become cluttered with items that are no longer available. If we could suppress the display of "Deleted" items list on a bib (similarly to the suppression of "Discard" status items in the OPAC) this would allow us to retain item details for historical/statistical purposes without inconveniencing staff. It would be useful to suppress bibs where all items are deleted as well, but I can understand if that would need to be spun off into separate development.
This could be done as a setting, so that they don't surface…
25 votes -
Item template use in Leap
Currently in Leap (we're on 7.8), in order to take full advantage of an item template, you have to click on Actions--Create Item (within the bib record), then add your barcode & select the template you want to use, and then click Save. If you don't click on Save, the template only populates some of the template information. It doesn't change any of the call number fields or the number of renewals, even when the option to use template values is checked.
This is existing functionality in the Polaris toolbar client, and should be in Leap as well. (See attached…
39 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…
6 votes -
Registration confirmation email as part of patron self-registration
My library would like an email to be sent to patrons who use the self-registration form in the PAC with a confirmation that the registration has gone through and with reminder information that they will need to come in to complete their full registration. This would also allow us to confirm that we have a correct contact for the patron.
10 votes -
Add save option to "close without saving" pop-up
In Leap, when item or bib records are closed after edits have been made, the warning pop-up the options are to close without saving or to cancel the close action. In the client, (and in Leap patron records) the pop-up includes an option to save & close, which is probably the intended action most of the time.
Having to click to cancel the close, then click to save, then click to close again, is a lot of extra steps.6 votes -
hard code phone number format
Hard-code phone number format in LEAP. This will ensure all phone numbers are input in a uniform manner making searching easier and more accurate
6 votes -
Bulk Check-in: add select from record set
When doing bulk check-in, rather than importing a file that has probably been exported from a record set, it would be much faster and easier to have the option to simply select an item record set and have the items it contains checked in.
7 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…5 votes -
Preview Bib for SHR and Hold creation
It would be useful if Leap had an equivalent for the following client functionality:
Right click on bib search results to see a preview of the record. This is a time-saver when creating new serial holdings records and when placing holds in cases where titles may be similar.7 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.
6 votes -
Ability to bulk move a patron's existing notes data over to the Dated Notes and disable the old Notes section.
Love the new Dated Notes section with the 8.0 upgrade, however, we would like to be able to bulk move the existing non-blocking and blocking notes to the new Dated Notes fields and then disable the old Notes section.
I know the non-blocking notes can be suppressed to not appear at checkout, but I'm referring to disabling all blocking and nonblocking notes allowing staff to only use the new Dated Notes section.
I think it will cause confusion for member library staff to have both Notes sections enabled and nearly impossible to get them all to agree to use one…
16 votes
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