659 results found
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edit transaction notes in account summary
I would like to be able to edit the transaction notes field in a patron account summary. We recently had an instance come up where someone forgot to add information to an item that a patron was being charged for. It would be nice to be able to go in and edit it after the fact as opposed to having to delete the charge and start over.
15 votes -
View Pending Holds For Pickup at Other Libraries in Request Manager in Leap
Currently, the only way to view pending holds for pickup at other libraries in Request Manager is in the Polaris Client. We would like this brought over to Leap. This idea would make the Request Manager in Leap and the client equal in terms of capabilities.
23 votes -
Ability to mark an item Missing or Damaged if it not owned or assigned to branch
In our 21-branch library system, staff need the ability to mark items as Damaged or Missing—even if the item is not owned or assigned to their specific branch. Currently, the process requires multiple logins and workstation changes, creating inefficiencies that impact service.
We've encountered lots of item management issues since migrating from SirsiDynix Symphony. Most recent issue was with handling lost-and-returned items. Specifically, when a customer returns a lost item to a branch that does not own it, and the item is damaged, staff struggle to process it effectively. Our policy requires holding damaged items for six months in case…
15 votes -
Hide/Supress Material Type and/or Circulation Status in staff view
There are times when Material Types and Circulation Statuses are not used by either the entire system or specific libraries. This can cause staff errors and general confusion when there are options available that are outside of the libraries workflow. We would love to see SA options that would be able to hide/suppress both Material Types and Circulation Statuses in the staff client/Leap.
4 votes -
Polaris ExpressCheck Auto-Renew
When a patron accidentally scans an item twice at the ExpressCheck, it performs an auto-renew. It would be nice to have an alert stating it's a duplicate checkout or something that prevents it from using a renewal.
9 votes -
Change status of staff holds without check-in
In my staff duties, I am often putting a hold on an item that will be moved to in-repair for re-cataloging. Currently, I have to place a hold with my staff card and, when the item is held, I must check it in before I can change the status to in-repair. There are even more steps when the item is assigned to a different branch and wants to automatically transfer on check-in. Then I have to change the assigned branch as well.
When the item is held on a Staff account, it would be very helpful to be able to…12 votes -
Permission the volume field on item records
The volume field might seem straightforward, but when it's not standardized—or when anyone can input anything—it quickly becomes a source of frustration, especially with holds and sorting. Imagine a patron placing a hold on “Volume 2,” but one record says “v.2,” another says “Vol 2,” and another just “2”… chaos ensues.
Making that field permission-based could go a long way in preserving data consistency and reducing hold errors. It puts a bit more control in the hands of cataloging staff or system administrators
15 votes -
Additional control over which fields in patron registration form are mandatory to save a record
Polaris currently (as of 7.8) offers some limited customization of which fields in the patron registration form in Leap are required to save a record.
When the "Name on ID" fields were introduced several releases ago (7.2?) we were excited. However, the way the feature was implemented meant that the primary name fields were now the "preferred name" fields and were required to be filled out in order to save a record. However, a record could be saved without recording a name on ID.
Our broader city government did not like us dropping the requirement to capture patrons' legal names,…
7 votes -
Item counts on PO and Invoice Headers
It would be beneficial to have a total item count in the header of POs and Invoices for quick reference. Currently there is no easy way to get this count from a PO or Invoice because there is not even a row count column under the items view.
16 votes -
Ability to suppress patron codes at registration
Our system uses over 20 patron codes but less than half are used when first registering an account. We'd appreciate the ability to suppress some patron codes from the patron code dropdown menu in the NEW patron workform (but not when displaying an existing patron account that has already been saved and had a patron ID assigned). This would cut down on staff accidentally selecting the incorrect patron code when registering accounts.
4 votes -
Control staff access to the Label Manager in Leap
Label printing can be a limited function in a large library system, using specialized printers to perform the task. Consistency is also important in the spine label. By being able to control access to this utility, it will ensure a better spine label product across a library system.
6 votes -
Transitioning Claim Returned and Claim Never Had
We would like Polaris to transition items with a Circulation Status of Claim Returned and Claim Never Had to Withdrawn after a specified number of days. We envision this working like Lost Item Transition and the Missing Item Transition.
Idea Value
Adding this feature would allow a library to automatically remove items from patron view and allow for a more streamline process for deleting item records.64 votes -
Allow offline Leap to show the patron name when their card is scanned
Please make it possible for offline Leap to display the patron name when their barcode is scanned for an offline checkout. This is available in toolbar offline, and I'm sure it would be tricky to configure, since Leap is browser-based, but we just used Leap offline for the first time during our latest upgrade, and the biggest comment I've received is the lack of the patron name during checkout.
20 votes -
Checkin Lost Item as Damaged
If an item has a "lost" status, and is returned damaged we are unable to change the status to "damaged" via the check-in damaged option (must be in/out for damaged check-in to be used). This would be helpful for situations where the patron returns an item that was declared lost (either automatically by being +30 days overdue or manually) and then later found and returned to the library via drop box, to be able to demonstrate the item was returned damaged with no previous poor condition notes on the item.
21 votes -
Hold type Record Set
I would love to be able to create a Record Set of Holds. There are times when we need to bulk edit hold data because of library closures, etc. Being able to bulk change that data and store that data would be immensely helpful.
20 votes -
Automatically associate accounts when creating a new patron account with the Copy feature
I think it would be helpful to automatically create an association between accounts when creating a new account by copying an existing one, e.g., using a parent's account to create a child's account. The Block and Allow options should still be checked manually, though.
The association could be removed after account creation, if necessary.15 votes -
Leap - Receipt WYSIWYG editor
Currently, there is no way to adjust receipts. We only have the option of which fields and we are not allowed to put those fields in an order that suits our workflow. We would love to see Leap have a WYSIWYG editor so each library can configure font size, fields, etc. for each receipt.
19 votes -
Add pickup area support to SimplyReports
You cannot output or filter on Hold Pickup Areas in SimplyReports. Not being able to report on them limits their usefulness for things like looking at which schools are busiest or which bookmobile stops are most active. The information is available in hold request data and in transaction details.
Although we can add it as a custom output that will only show the ID which is of limited value to staff.
14 votes -
Provide an option in Leap to save bibliographic records without making changes first
I don't know if this is already planned for a future version; I didn't see it on the current roadmap, though. It's really important for cataloguers that they be able to save a bib record without having to make a change first, particularly for provisional bib records. The only way to make a provisional record become final is to resave it, and currently, Leap requires you to make a change in any bib record before saving it. I know the duplicate detection without saving is now available, and that's a great feature - but allowing at least provisional bib records…
24 votes -
Remove Pop-up about holds on shelf when checking out Holds
Currently, if I am checking a hold to a patron, there is a pop-up letting me know there are holds to check out. I would like that to not pop-up if the barcode I have scanned is one of the holds I am currently checking out. It is fine if it's not one of the holds, or the hold is at another location, but it is frustrating when I already have the holds in front of me.
24 votes
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