695 results found
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Option to sort "recent" records
Option to sort list of recent/current records with most recently opened at top instead of bottom.
18 votes -
Add confirmation when cancelling a patron registration
When adding a new patron in Leap, you have Save and Cancel options. It would be helpful if there was a confirmation before the form closes when hitting Cancel if there is data in the form. Several times, staff have accidentally closed the form they just completed when trying to hit Save. It's not the end of the world, but it's inconvenient.
15 votes -
Include Home branch and Hold Limited to Pickup at as part of 852/949 Embedded holdings field/MARC subfield mapping in import profiles
Home branch and Hold Limited to Pickup at are not part of 852/949 Embedded holdings field/MARC subfield mapping in import profiles, so we normally use the item template associated with the import profile to load the missing fields. We are using the Automatic MARC import via FTP (the equivalent of One-Click MARC) process linked to suppliers of which we can only have one per library since on the vendors side (Ingram, Midwest and Brodart) there is only one FTP directory per library which is linked to the supplier record. This means when we load records for multi-branch libraries, we can…
12 votes -
Remain on current bib after refreshing Compare Tool
When you have several bibs to compare and have moved from the first one to a subsequent one and made changes, hitting the refresh button moves you back to the first bib for comparison. It would be helpful to stay with the bib you had open most recently on the compare side.
14 votes -
Easier checkout option of unclaimed items.
At times we have unclaimed items that the patron actually already picked up. It would be great if we could checkout out these items in "unclaimed" status directly from the patron's holds page on their account. This would be easier and less opportunity for error.
14 votes -
Prevent PatronRegistrationCreate from Reusing a Postal Code Record with the Wrong County
When
PatronRegistrationCreateis configured to allow creation of new postal code entries, the API should consider an explicitly supplied COUNTY when determining whether an existing postal code record is an appropriate match.Currently, if a ZIP code, city, and state already exist in the
PostalCodestable, the API will reuse that record even when the COUNTY supplied in the registration request is different.If a county is explicitly supplied, the matching process should require the county to match in addition to ZIP code, city, and state. If no EXACT combination exists, the system should create a new postal code record…
14 votes -
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.
15 votes -
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.
20 votes -
Ability to bulk change item templates
Currently, there is no way in the UI to bulk change item templates. They need to be edited one at a time. It would be great if these could be bulk changed just like item records.
55 votes -
bib bulk change from find results
It would be useful to have the bulk change option in the Find Tool for bibs, like the existing functionality for items.
17 votes -
Link Invoices to Each Other in Leap
We would like the option to link invoices together in Leap like we can in the client. We use this feature to keep track of credit memos by linking the credit memo to the original invoice.
27 votes -
Edit selfcheck material type table by org
While Selfcheck Item Blocks, Patron Blocks, and the Patron/Material Type table rules can be edited and applied at any organizational level, the Selfcheck Material Types table appears to only be editable from the system level. In the PolarisSA, it is only available at the system level. In the client, it can be edited from any org, but the changes apply across the system. This is an area where there are likely to be different requirements at the library or even branch level, it would be very helpful to be able to adjust it as needed.
18 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?
14 votes -
Diacritics in Leap
Right now, staff can only copy & paste diacritics from elsewhere into Leap, but they have no way of directly inputting them into cataloging data. The toolbar was able to do this, but Leap cannot.
33 votes -
Leap Patron Import - there should be a log accessible when an import fails.
In Leap, under Background Processing > Patron Import, if the import fails, no log is accessible as to why it failed. It would be helpful if on clicking the import job it would show you some sort of output as to what went wrong.
10 votes -
Combined Notes and Dated Notes into one tab
Hi there,
When both Notes and Dated Notes are enabled, please just display them under one tab. It's tedious to have to check both tabs (notes for legacy notes, dated notes for new ones). It'd be better to be able to see all notes in one place.
Thanks!
21 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…
15 votes -
Prevent Out Items from Being Changed to Withdrawn When Approving Weeding Record Sets
When staff bulk change items in an item record set, items with a status of Out are not changed to Withdrawn. We would like weeding record sets to follow the same logic during approval.
When a weeding record set is approved:
-Items that are currently Out should not be changed to Withdrawn.
-The remaining eligible items should be processed normally.
-Staff should receive a block stating that “[number] item(s) were not approved because they are Out.”Use case:
Several items were checked out between being added to a library’s weeding record set and the set’s approval. During approval, they were…
14 votes -
Managing holds
There should be a way for staff to edit a hold once it has been placed.
For example, a patron unknowingly places a hold on a bib record that only has one item attached to it. As staff it would be nice to simply be able to edit which bib record the hold is for instead of having to place a new hold entirely and either group them or leave two holds for the same item, different editions on a patron account.
Another example: We should be able to edit an existing hold request to either make it an item-level…
9 votes -
Include Hold Bulk Change in Background Processing
Polaris 8.1 introduced Bulk Changs within the Request Manager. However, when a bulk change is made, the only verification the user receives is a message that tells the user how many holds were changed. It would be beneficial (and would follow Polaris' bulk change practices) to include the results in the Background Processing function.
15 votes
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