695 results found
-
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 -
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.
16 votes -
Print Holds Slips in Scanning Order During Bulk Check-In
When using Leap to process carts of new items, we need to both reassign items to different branches and print hold slips in the order the items are scanned. Currently, neither workflow works as needed. Saving an item record set causes Leap to reorder the records by title, and exporting the record set reorders them by control number. In addition, when an Excel file is used for Bulk Check In, Leap prints the hold slips in control-number order rather than scan order. This makes it very difficult to match the printed slips to the physical items on the cart.
The…
9 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.
16 votes -
Update Circulation Status when an Item record is Deleted
When staff delete an Item record, the Circulation Status remains as it is. This is confusing staff thinking an item is available e.g. the Circ status is IN, while the Record is DELETED.
We are asking for a feature where when an item is Deleted, that the Circ Status change to UNAVAILBLE.5 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 -
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.
30 votes -
Allow a popup note for certain material types on self-checkout machines
For certain material types, it would be helpful to have a note pop up at self-check machines to make patrons aware of the condition of certain items. An example would be a notice like: "Some items are locked. Please see a staff member to unlock." It would still let them check it out, so it'd be different from a block.
6 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.
12 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…
20 votes -
Enhance PAPI HoldRequestGetList to Return and Filter by Pickup Area
Enhance the Polaris API HoldRequestGetList endpoint to include the assigned PickupAreaID and PickupArea for each hold, and add support for an optional pickuareaid query parameter. Polaris introduced Pickup Areas in version 7.5 to let libraries define multiple pickup points inside a single branch, such as lockers, curbside locations, drive‑through windows, or other specialized service points. Pickup areas were created to avoid the need to create extra branches and to support the increasing use of lockers and flexible pickup workflows. However, HoldRequestGetList does not return the Pickup Area, which means an integration cannot determine where a hold is supposed to be…
8 votes -
Make it possible to highlight and copy text from Dated Notes in patron account
The Dated Patron notes in Polaris 8.0 do not allow you to highlight the text for copying - the field is protected. Staff would like to be able to highlight and copy the entire note or specific parts of the note (like barcodes) in order to quickly and easily either re-create the note with changes (since it can't be edited) or do a search for a related item or patron recorded in the note.
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.
36 votes -
Relocate “First Available Date” data in Leap
Consider relocating the First Available Date information from the Source & Donor tab to the Statistics tab within the Item Record. When weeding materials, many libraries review the First Available Date alongside circulation statistics to evaluate item usage and age. Placing this field within the Statistics tab would streamline the workflow and reduce the need to navigate between tabs during the weeding process.
24 votes -
Check against load limits for floating coll. items checking in at any branch, not just at a different branch than item's assigned location
For floating collections items, enable LEAP to check the load limit and send away the item if the limit has been reached when checking in ANY floating collections item at ANY floating-enabled branch, even when the item in question is currently assigned to the branch where the item is being checked in. Not doing this for items being checked in at their currently assigned location leads to the need for manual rebalancing to keep collections from overflowing at a particular location. The load limits and automatic rebalancing should work for all floating item and location combos.
9 votes -
Spell Check
It would be great if there was an option for spell check or a grammatical check in the bibliographic record (especially the 520 field)- either that or it should be possible to run a spelling/grammatical error report.
29 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 -
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 ItemStatus option for PAPI
In order to obtain item status and item details such as Assigned Branch, Holds data, InTransit data, etc. you need to use the ItemCheckinPost Protected Method. This also completes a check-in which is not desired if we just want to obtain information about the item record. Please consider adding a new PAPI method or a revision to the methods to add a "do not check in" option to the existing call? Thanks for the consideration!
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.
13 votes
- Don't see your idea?