619 results found
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Add "patron barcode for damaged item" option in SimplyReports
We would like to see a "Patron barcode for damaged item" option as an output column in SimplyReports, similar to the one available for Lost items called "Patron barcode for lost item". This would help us when running reports on Damaged items.
16 votes -
Link Invoices to Each Other in Leap
We would like the option to link invoices together in Leap like we can in the client. We use this feature to keep track of credit memos by linking the credit memo to the original invoice.
4 votes -
"Patron has holds" popup when check out workform OPENS instead of when first item is scanned
We are upgrading to 7.7 and have just decided to NOT turn on the new feature that suppresses non-blocking 'blocks' such as the 'patron has holds' popup block.
Ellie K. submitted a related request here: https://ideas.iii.com/forums/951742-ils-polaris/suggestions/49700207-remove-pop-up-about-holds-on-shelf-when-checking-o to suppress the block if the first item being scanned for checkout is a hold from the current branch.
We'd like to take this a step further and suggest the block appear when the check out workform is opened. This achieves the purpose of the block (triggering staff to alert the patron that holds are available) without even getting into whether the transaction that…
34 votes -
Allow customers to set/adjust Preferred Name via MY Account in PAC
Currently, staff can set a preferred name for customers but customers can only do so themselves during their initial self registration (we use Quipu's eReg). It would be great if customers could make preferred name adjustments on their own even after registration, via My Account.
Functionally, this could entail a check box that they wish to use a different name and, when they do this, it would automatically duplicate the existing values in their required name fields into the Name on ID fields and then allow the edit to Required name field. This would be an especially helpful option for…
9 votes -
Allow staff to view read-only records without needing to cancel the override pop-up
For SHRs and Authorities, if you have read-only access to those records and try to view them, you get an override pop-up. This is happening because it is attempting to open those records in Write mode. To VIEW the record, you have to hit cancel, which is confusing for staff.
For Bib records, it does not work this way. For bib records, you can view them and then if you don't have permission to write or modify them, you get the pop-up when you attempt to save the record.
In the item record if you have view only permissions, it…
17 votes -
Search Timeout setting for Leap Find Tool
Currently, the Find Tool in the client allows us to adjust the search timeout period. We would also like to be able to adjust this setting when searching in Leap.
For example, recently I wanted to put together a record set of items with subject heading "bicycles" (about 500 titles in total). This search took about 45 seconds to run in the Find tool, so I was not able to make the record set in Leap - I had to run the query in the client. As we move towards using Leap exclusively, this is a gap that would need…
4 votes -
Record reason for discarding items
We would like to put in a reason for discarding items. Records are being challenged in court and they want reasons for weeding each item.
7 votes -
Place multiple holds for one patron in a purchase order
It would be very helpful if Polaris had an option to be able to highlight multiple titles in a purchase order whether in the pending process or released process by being able to select multiple titles, right click, and PLACE multiple holds for one patron.
10 votes -
Recall function
Create a recall function that is separate from the holds queue so Technical Services can get items back (for relabeling, for weeding, etc.). Technical Services often use internal cards to place holds on a specific barcode. This sometimes work, but has a few drawbacks:
1. The hold disrupts circulation (renewals, other holds, potentially in-transit)
2. If the item goes into a status that cannot fulfill holds (e.g. item becomes LOST), the holds will go back the queue and be reassigned to another item on the bib. Technical Services usually needs the specific barcode, not just any item on the bib.…
57 votes -
Non-blocking Note limit Increase
We have recently been coming up against an error when adding additional notes to the Non-blocking notes field. There is a current character limit of 4,000 characters that's not noted anywhere I could find on the help section. Can this character limit be updated, as there are many instances where notes need to be kept for historical purposes?
3 votes -
Automatic Posting and Sending of OverDues to Library Directors
Post OverDue notices to the database without printing them. We have libraries that are not regularly printing and posting to the database overdue notices so items move in the system to missing and withdrawn before some libraries ever send out a notice. Some libraries haven't sent them in 1-3 years. So, I want to post them and then email a pdf on the overdues automatically on the first of every month.
11 votes -
Make “Satisfied By” list in Hold Request screen sortable and filterable
Product Area: LEAP – Hold Request Screen
Description:
On the Hold Request screen, the “Satisfied By” tab displays a list of item barcodes and branches that could satisfy a hold. Currently, this list cannot be sorted or filtered, unlike many other list views in LEAP.When a title has a large number of copies, the list becomes difficult to review and troubleshoot. Staff must manually scan through all rows to determine which items are Held, Out, or otherwise unavailable, and to identify where those items are located.
Requested Enhancement:
Enable the same sorting and filtering functionality used in other LEAP…6 votes -
Prevent patron's with expired cards from placing holds
Currently, our patrons can still place holds when their card is expired and then come in to get their hold and don't realize they need to verify their address so we can renew their card. Blocking patrons from placing holds until their card has been renewed and giving them a pop-up explaining that their card has expired, would be great.
18 votes -
Configure Notification Options Based on Patron Attributes
Currently, notifications in Polaris can only be filtered by branch. For example, one branch can enable specific notifications and another can disable them. We would love the ability to apply more granular filtering to determine which patrons receive certain notifications.
A workflow for us is billing notifications. Our library policy exempts certain patrons from billing based on their Patron Code. Because Polaris does not currently allow notifications to be filtered by Patron Code, we must manually work around the existing workflow to align with our policy.
We would love the ability, within SA, to filter notifications by patron attributes such…4 votes -
Clean any invalid characters on import of MARC records
Recently, Ingram sent us a MARC record that caused the record to both not show up in LEAP and not be available for API calls, so it didn't show up in our discovery layer either.
It ended up being that there was an invalid character ([ERR] FOR XML could not serialize the data for node 'data()' because it contains a character (0x0019) which is not allowed in XML.) in the MARC record causing this.
It would be helpful if Polaris would clean any incoming MARC record of characters it knows will cause issues.
8 votes -
Add the Ad Hoc Bulk Change Button to POs and Invoices in Leap
Acquisitions staff frequently need to bulk change item records for a specific order. This is commonly done for orders that were placed manually instead of using EDI or if Polaris created item records using the wrong template. In the Client, it can efficiently be done as an ad hoc bulk change by opening the list of items that are linked to a PO or invoice. The ad hoc bulk change button should be added to the tab that contains the list of item records linked to the PO and Invoice in Leap in order to make this process more efficient.…
58 votes -
Block patrons with lost items from checking out on SIP2 selfcheck
We'd like to block patrons from checking out on selfcheck units if they have lost items. Even though Polaris SA has a configuration in place, that setting only works for API setup, not sip2. we'd like to have a similar setting for sip2.
16 votes -
Display an error message when quick search cannot find anything due to network issues
When staff use the quick search box during busy times, the results come up empty. Sometimes they know they have the items and will wait to try again, but other times they assume no one owns the title and end up creating a duplicate record.
When searching is affected by network performance, Leap should be handling that exception and displaying an error to the user. Blank results are a result and it is confusing people.
6 votes -
Leap: quickly copy line items
One impediment for our processing staff in moving to Leap is the lack of the ability to quickly copy a line item in Leap (here's the process in the client: https://documentation.iii.com/polaris/7.6/#PolarisStaffHelp/Acquisitions/PAorder/Copy_a_purchase_order_line_item.htm)
The same process in Leap involves several more steps:
1.Go back to the PO
2. click new line item
3.fill out line item details
4. click on segments
5. click new segment
6. fill out Collection Code and FundA quicker way to get through a PO would be if we could add the same segment to all of the line items at once, e.g click the check…
18 votes -
Send patrons a notification when holds go into Not Supplied status
Unless patrons are regularly monitoring their account (some don't even do this at all) they would have no idea when their holds go into Not Supplied status. Having a notification for this would alert them to take some sort of action (try to reactivate if possible, order another edition/version, contact the library for other options).
24 votes
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