676 results found
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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.
10 votes -
Mailed Notices and Long Overdue Items
We just were made aware that for patrons who are set up to receive mailed notices, that long overdue items are not automatically marked as Lost as other items are- they will only be marked as Lost and charged to the patron AFTER you run the Billing Notices. This is not something we were ever made aware of and only were told when we happened to notice a patron had items with a due date in 2024 on their account. This feels ridiculous and like an unnecessary step in an otherwise automated process. My library does not mail out billing…
10 votes -
Blocking Conditions for Item Barcodes
The ability to block item barcodes that begin with specific digits, such as 978, would be a tremendous benefit for libraries. During item record creation, staff may accidentally scan the ISBN or UPC printed on the item instead of the library-assigned barcode intended for circulation use.
Providing the ability to restrict or block specific barcode patterns would help prevent incorrect barcodes from being saved to item records. For example, preventing an item record from being saved when the barcode begins with 978, the standard prefix for traditional ISBNs, would significantly reduce these types of errors and improve data accuracy.
12 votes -
Leap: Allow logging in to other branches.
Currently, you can only log in to Leap using your workstation's assigned branch.
In the desktop client, you can use a workstation to log in to any branch.
Choosing a workstation in Leap that doesn't match your computer's system name breaks RFID functionality, as well as breaks reporting by workstation, and is not a workable solution.
This is impairing our ability to make a full move to Leap, and is one of the things that feels like a huge step backwards from the desktop staff client.
10 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.10 votes -
Bulk Change Serials Issue Records Status
Offer the ability to bulk update Serials issue records to a new status. We order multiple copies of most serials, and currently we have to open each issue to change it from "Claimed" or "Pending Claim" to "Not Available" when the vendor cannot supply it.
14 votes -
Edit Dated Notes
Would love the ability to be able to edit dated notes so that information can be updated instead of building up a long list of notes on a patron's account.
12 votes -
Separate held item periods for items with additional holds vs. no holds
We would like the ability to set one number of days for an item to remain held if other holds are attached to the same bib record and a second setting to set a number of days for an item to remain held if no holds are attached. This would allow high-demand items with waiting lists to move more quickly through patrons, while at the same time keep low-demand items on hold shelves for longer, increasing the rate at which they get picked up and borrowed.
Right now, we hold items for 7 days. For a popular title, that adds…
6 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?
8 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.
9 votes -
Allow for creating links to bib records from within an authority record
This might be coming in 8.0 - it's not on the roadmap, but maybe it's too small to feature there. In the Polaris client, within an authority record, there is an option to create links to bib records (see attached screenshot). This same functionality should also be included in Leap in order for cataloguers to fully switch over to Leap.
42 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…
31 votes -
Better printing of Record Sets
Record set printing is often a mystery -
I often need to print a List View, but the printed result is very unpredictable.
Sometimes it turns out how I want, but other times the page is limited to the top of the page (see attached photo), and 3 times as many pages print since the whole page size isn't utilized. It seems to depend on the size of the columns and how many are hidden, etc, but I can't be sure what factors make it work.The best workaround seems to be printing to pdf, checking it, and then printing…
14 votes -
link to specific copy to fill hold
There have been many times when we've needed to know which specific copy(barcode) is in transit to fill a hold. Currently the only option seems to be going thru each item record to see which is attached to the customer record. Very annoying and time consuming. Perhaps on the Holds Queue screen could include a column (Item Assigned) to list the barcode filling the hold when a hold has been trapped. Or on the Hold Request screen, on the Satisfied By menu a indicator of which item is being used for that hold. Or both.
9 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.
10 votes -
Leap - Copy fund allocations
I am writing to request an enhancement for the Leap Acquisitions module. Currently, the system does not allow users to copy fund allocation numbers.
When adjusting funds, the Encumbrance and Expenditure Fund Balance Limits often do not update automatically. This requires me to manually re-type the "Total Allocated" amount into six different limit fields. Manually entering the same 6-digit or 7-digit numbers multiple times is not only time-consuming but also creates a significant opportunity for manual entry errors.
Could you please update the system to allow copying from the "Total Allocated" line and pasting into the limit fields? This small…
13 votes -
020 Field Character Limit Should Exceed 50 Characters & Not Reject Placing an Item On Order
We are having manually placed orders rejected because the 020 field for large print books sometimes exceeds the 50 character limit. Polaris/Leap will accept 020 fields that are up to 49 characters, but not for OCLC MARC records that have extended to 54 characters. This happens whether we are attaching to an existing record in Polaris/Leap or for a new one imported from OCLC/Connexion. It seems completely arbitrary that 49 characters are accepted, but 54 characters -- just a few over the limit -- are not. Thanks for looking into & considering this request.
13 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…
29 votes -
Improve usability for Leap authority searching
The option to link headings from a bib in Leap was a needed improvement, but there are still issues which hinder the feasibility of cataloging in Leap.
When using the "check headings" feature, the search defaults to the local database. When you switch to searching remote databases, the search term is deleted, meaning that you have to copy and paste or retype the search. It would be very helpful if the "Authority Record" and "Authority Record (remote databases)" options were combined. Ideally, I would see a single Authority Record search option which defaults to local records but gives the option…
14 votes -
Leap: include examples for pub pattern creation
Staff find the examples provided in the client helpful when creating a new pub pattern. It would be great to see the same in Leap.
14 votes
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