689 results found
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Allow a patron to be excluded from Overdue notices but not from Billing notices
Currently when libraries in our consortium lend an ILL item to other libraries that are not part of our consortium, part of our process is checking out the item in a patron account in Leap -- for tracking the status of the item, for statistics, and to make use of the ILS notices functions.
We do not want Overdue notices to go to those other libraries, but we would want Billing notices to go to them when appropriate. There are also a few other specific situations (some children's groups, some institutional/organizational patrons) where we would prefer to skip Overdue notices…
7 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 -
Autogenerate PINs for patron record creation
We would like Polaris Leap to generate a default password/PIN for new patron records that can be turned on or off. We would prefer if one of the options for default passwords/PINs be 6-digit birthdate MMDDYY. Patrons can update their password/PIN in Vega if they want to. It would also be great if resetting the password/PIN resets it to the default.
11 votes -
Allow searching more than 10 remote databases at a time in Leap
There's no limit (that we've run into, anyway) in the desktop client to the number of z39.50 remote databases you can search at a time, but Leap has implemented a 10 database limit. If there needs to be a limit, can it be slightly higher at least?
9 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.
6 votes -
Eliminate the barcode requirement for placing holds on on-order multivolume set records and serials
At this time, holds on the serials and multivolume set records are not functioning in an efficient manner when the title is not under serial control. Examples include manga, college guides, or test prep guides. In PowerPAC and Leap, patrons and staff cannot place volume level holds when the associated item is on order and does not have a barcode. It is not part of the staff's normal workflow to add a barcode to on-order items until the physical item arrives at the library. As long as a volume is in the volume field, Polaris should be able to identify…
49 votes -
6 votes
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Make phone number searching better
This request is for a new feature to improve phone number search capabilities, specifically by handling varied formatting in the free-text phone number field.
The current phone number search often fails because it's a simple text match that can't account for different formats like hyphens, spaces, or parentheses. Staff will sometimes report back to a patron that their phone number isn't in the system because they didn't search for it in the way it was entered into the patron's record. This can then frustrate patrons if they continued to get called or texted by the notification system.
Implementing a search…
44 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.
5 votes -
Add PAPI method to merge bibliographic records
Adding this to PAPI would allow this process to be performed without SQL access and also fully leverage all of the existing Polaris business logic. It would also allow hosted customers to utilize the functionality.
11 votes -
Ability to bulk move a patron's existing notes data over to the Dated Notes and disable the old Notes section.
Love the new Dated Notes section with the 8.0 upgrade, however, we would like to be able to bulk move the existing non-blocking and blocking notes to the new Dated Notes fields and then disable the old Notes section.
I know the non-blocking notes can be suppressed to not appear at checkout, but I'm referring to disabling all blocking and nonblocking notes allowing staff to only use the new Dated Notes section.
I think it will cause confusion for member library staff to have both Notes sections enabled and nearly impossible to get them all to agree to use one…
20 votes -
Create a permission to allow only authorized staff to check-in a withdrawn item
Create a new permission that we can give to different groups, allowing them to check-in a withdrawn item record by clicking through the pop-up. Default to NOT allow clicking through the pop-up. This will make it much easier for us to manage withdrawn items centrally.
6 votes -
Web System Admin "return to results" from a staff or workstation workform.
The new Web version of System Administration is great, but I was sad to learn when upgrading from Polaris 7.7 to 8.0 that the search filter box for Workstations and Staff Users is no longer "sticky". In 7.7, I could enter a search for one of our Branches, click on a workstation, edit it, close it, and return to my filtered-by-branch search. Now, when you leave a workform, you return back to the full workstation list. Same for staff members. I'd like a button similar to the Leap "return to results" button in the workstation and staff member modules of…
10 votes -
Reporting Groups for Collection Codes / Material Types (reporting only)
Add a reporting-only way to map Collection Codes and/or Material Types into any number of user-defined reporting groups, with many-to-many membership. Grouping logic should live in a maintained mapping table (not hardcoded in reports) so changes update all dependent reports automatically.
Problem
Only staff with database access can currently create sequel/SQL mapping tables (e.g., MapCollection, MapMaterialType) for flexible rollups. Others must regroup exports manually, which is inconsistent and fragile.
Provide a UI-managed “Reporting Groups” feature that acts like a built-in mapping/lookup table:
• Many-to-many: one code can belong to multiple groups; groups can contain multiple codes.
• Reporting-only: no impact…22 votes -
Add 'Canceled' as a Payment Status for PO Line Items
In the PO Line Item screen, when the Status is set to 'Canceled', the Segment Status correctly shows 'Canceled', but the Payment Status still displays as 'Open'. We would like to see a 'Canceled' Payment Status option added so the record more accurately reflects the true state of the transaction. This enhancement would provide clearer, more consistent data for our reporting and workflow.
29 votes -
Item template use in Leap
Currently in Leap (we're on 7.8), in order to take full advantage of an item template, you have to click on Actions--Create Item (within the bib record), then add your barcode & select the template you want to use, and then click Save. If you don't click on Save, the template only populates some of the template information. It doesn't change any of the call number fields or the number of renewals, even when the option to use template values is checked.
This is existing functionality in the Polaris toolbar client, and should be in Leap as well. (See attached…
43 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…
5 votes -
Option to tell customer if they have already read a title
An option added in the patron registration that turns on a "loan tracking" feature. When checking out books, if this feature is turned on, then when a barcode is scanned that the patron has already borrowed a message comes up to let the patron know they have already read this title.
Would check at a bib level (so not just the actual item that is scanned, but any bib that item is associated with). Should be based on what is in the reading history of the account. Would need enhancement for serial issues, as the reading history currently only advises…34 votes -
Suppress RFID dialog during slip printing.
QZ Direct to Print has helped streamline slip printing in Leap but one annoying dialog we didn't have to deal with in the staff client remains. During an RFID operation, if Leap is asked to print a receipt, RFID processing is paused (suspended) to allow the receipt to be printed. A pop up message appears to allow the user to continue RFID processing of any remaining items once the receipt is printed. There is currently no way to suppress this message.
9 votes -
split screen in patron record fix
There are times when staff will have a split screen when working in a patron account (ex: puling patron account info to fill out a separate form), but with how the screen looks in that function, it can be difficult to navigate. Particularly because the left hand menu gets interlaid over the information fields. Ideally, the image on the screen would adjust with the size of the screen- allowing for a (smaller version) of the full screen to be viewable or at least the ability to scroll over or down more easily.
5 votes
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