695 results found
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Patron notifications for holds that become unavailable
Issue
When a patron places an item-level hold and the item’s status is later changed to Missing, Lost, or another status that renders the item unfillable, the patron is not notified of this change. The hold remains in place without any communication, leaving the patron unaware that the request can no longer be fulfilled. This also happens with bib-level holds when the last available item linked to the record goes to a status like Missing or Unavailable.Requested Enhancement
When a hold becomes unfillable due to a status change (e.g., Missing, Lost, Withdrawn, etc.), Polaris should automatically notify the patron…
32 votes -
Add “Show SQL” Button to SimplyReports
Summary:
It would be extremely useful to have a “Show SQL” button available for both ad-hoc and saved reports in SimplyReports.Background and Problem:
There are currently well-known workarounds that allow users to view or reconstruct the SQL generated by a report, but they’re tedious and time-consuming. These methods often involve extra steps like exporting report definitions, or having to view the page source after scary looking resubmission warnings. For users who need the SQL quickly, these barriers can be a significant slowdown.Proposed Solution:
Add a “Show SQL” button directly in the report interface—both for ad-hoc reports and saved…59 votes -
Edit inventory date via a record set
We would like the ability to update the inventory date directly via a record set. Currently, to update the date for recently checked-in items, we must generate a text file of barcodes and upload it through the Check In - Inventory workform. We are hoping for a feature that allows us to edit inventory dates within a record set, similar to the 'edit due dates' function.
18 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…
41 votes -
LEAP: Supplier Record Reminder - Needed for Miscellaneous-Type Invoices
Miscellaneous invoices are created and used to pay for materials that are not linked to bib records. These invoices always need to have a Supplier record chosen for our finance purposes. Misc. invoices can be saved and payed without a supplier, however, Polaris always gave a reminder prompt if one is not chosen. In LEAP there is no reminder. We would like the same prompt to be added to LEAP. Making these invoices happens infrequently for some staff, so the reminder is helpful.
13 votes -
Totals Including All Subfunds
I need to see the 'Totals including all subfunds' of a fund in LEAP.
I can see the 'Totals for this Fund' amount under Balance in Leap, but there's no data for 'Totals including all subfunds.',which is available in Polaris Client, fund explore feature(the bottom part of the General tab in the right pane) .5 votes -
bulk change errors for item records - barcode assignment
We have experienced problems with bulk edits to item records when adding a range of barcodes. If one of the item records is open or already has a barcode, the correct barcode will not apply, but LEAP will continue applying barcodes to the rest of the list, which are all now added to the wrong item record. Ideally, could the process be updated so that barcodes will apply correctly starting with the next barcode and the next item record, skipping the open or otherwise uneditable item record AND the barcode it should be assigned? If not, we need an error…
8 votes -
patron alert
With the roll-out of patron alerts in the registration, it would be nice for staff to be able to acknowledge and disable a note without having to go back into the patron registration to uncheck that box and then have to delete the text. When we get that pop-up that there's an alert there should be the ok option that we currently have which would keep the alert active, but also an option that's worded something like "acknowledge and dismiss" so the alert is no longer active. This would allow more ease of use for staff and that way we…
6 votes -
Ability to choose multiple Collections for an item
Sometimes one collection assignment isn't enough. For example, we have libraries who would like to be able to choose both Young Adult Graphic Novel Fiction AND Manga ; Sci Fi/Fantasy Fiction AND Adult Fiction, etc. etc.
6 votes -
Scan Driver's License for new card creation
Our Polaris Staff Client has the option to scan a patron's driver's license to autofill their registration information. It would be great for Polaris Leap to also have this feature.
11 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.
11 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…
18 votes -
Linking pre-coordinated authority records
Currently if you have pre-coordinated authority records that are not established editorially, the individual SH will be imported but will not link to the appropriate bib record without changing the pre-coordinated SH to the base-phrase.
Example, if I have the SH 650 _0 southwestern flycatcher $x conservation and want to link southwestern flycatcher to the $a and have the appropriate SH the system will prompt me to change the SH in the bib from 650 _0 southwestern flycatcher $x conservation to 650 _0 southwestern flycatcher. Likewise, if I try to link the free-floating pattern heading $x conservation I will be…5 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…
18 votes -
8 votes
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MARC import 020 match point
During MARC import, other 02X fields (022, 024, 028) only match on $a, but 020s match on any subfield, including $z, which is supposed to invalidate the following ISBN. Is it possible to modify the match points for 020s so that they only match on $a?
On a related note, just out of curiosity: in the MARC import settings, why are most match points referred to by field number (022, 1XX, etc.), but ISBN and UPC are referred to by name? (And wouldn't UPC already be covered by 024 $a, since the 024 match point doesn't look at indicators? Or…
17 votes -
Carousel images
It would be nice to be able to add an image to a MARC record in Polaris that will show up in the PAC. We once used Verso as our ILS and they had the option to add image paths using 856 electronic and access field. Images often do not accompany records (particularly with DVDs) and our front page content carousel ends up looking sparse and ugly due to lack of images.
7 votes -
WebSA branch hours-modifying permissions
Presently in the Polaris client there are two paths to updating a branch's hours of operation in the Administration Explorer. The first is to access the table in the SA path Parameters > Patron Services > Hours of Operations; the second is to right-click the branch name, choose to edit it, and in the new window that opens go to the Tools menu and choose 'Define Hours of Operation'. The first of these two approaches requires the permission 'Modify parameters: Allow', and the second does not.
We rely on staff being able to use the second approach for editing hours…
12 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…
11 votes -
patron duplicate detection box full screen
When the patron duplicate detection box pops up showing possible duplicate patrons, the box is rather small. Could the box be full screen so you can see the duplicate patron details better? We often have to review duplicates and the larger box would help our workflow.
8 votes
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