695 results found
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Create a permission to allow only authorized staff to check-in a withdrawn item
Create a new permission that we can give to different groups, allowing them to check-in a withdrawn item record by clicking through the pop-up.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 This will make it much easier for us to manage withdrawn items centrally.
8 votes -
Force the use of templates
AS a consortia that includes many small 1-2 person libraries, we would like the option added to force member libraries to use templates. No matter how much we encourage, train, and setup their templates, they are not being used consistently across all members. This is causing export issues when sharing our catalog statewide for ILL and will now being causing issues when we are a ztarget for the state ILL system. We can bulk change all these items, but that is wasted staff time, when it would just be easier to force those 1-2 person libraries to use the templates…
13 votes -
Allow for creating links to bib records from within an authority record
This might be coming in 8.0 - it's not on the roadmap, but maybe it's too small to feature there. In the Polaris client, within an authority record, there is an option to create links to bib records (see attached screenshot). This same functionality should also be included in Leap in order for cataloguers to fully switch over to Leap.
46 votes -
Leap - Copy fund allocations
I am writing to request an enhancement for the Leap Acquisitions module. Currently, the system does not allow users to copy fund allocation numbers.
When adjusting funds, the Encumbrance and Expenditure Fund Balance Limits often do not update automatically. This requires me to manually re-type the "Total Allocated" amount into six different limit fields. Manually entering the same 6-digit or 7-digit numbers multiple times is not only time-consuming but also creates a significant opportunity for manual entry errors.
Could you please update the system to allow copying from the "Total Allocated" line and pasting into the limit fields? This small…
15 votes -
Holds Un-Claimed Blocking Threshold
Blocking a patron from being able to place holds when holds unclaimed reaches a set limit/threshold within 6 months would be beneficial. There is a great deal of staff time and financial resources that gets wasted when items on hold shelves never get picked up and checked out. The block could auto-clear after a set time period.
10 votes -
Volume-Level Holds for Blank Volume Field
On bib records that have a mix of items with volume data and those without, it should be possible to place a volume-level hold that can be filled by the items with no designated volume. The wording can vary, but I imagine this would look like an additional option in the volume selection list during hold placement that says something like "No designated volume".
Currently, volume-level holds only really work if ALL of the attached items have volume data. In a large consortium setting, we try to keep our libraries consistent about this and run many reports to identify mixed…
4 votes -
020 Field Character Limit Should Exceed 50 Characters & Not Reject Placing an Item On Order
We are having manually placed orders rejected because the 020 field for large print books sometimes exceeds the 50 character limit. Polaris/Leap will accept 020 fields that are up to 49 characters, but not for OCLC MARC records that have extended to 54 characters. This happens whether we are attaching to an existing record in Polaris/Leap or for a new one imported from OCLC/Connexion. It seems completely arbitrary that 49 characters are accepted, but 54 characters -- just a few over the limit -- are not. Thanks for looking into & considering this request.
14 votes -
Leap: include examples for pub pattern creation
Staff find the examples provided in the client helpful when creating a new pub pattern. It would be great to see the same in Leap.
15 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.
10 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?
10 votes -
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 -
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…
53 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 -
Display processing pop-up
When items using a shelf location with display processing enabled are checked in (normally or via in-house), could a pop-up be displayed to ask staff whether the item should still be on display instead of the shelf location being immediately updated?
4 votes -
Import Reports in spreadsheet format
It would be very helpful to have an option to view Import Reports for both bibliographic and authority record imports as a spreadsheet, as well as the existing PDF.
This is mostly true for the records (and associated errors, warnings, and messages) themselves, rather than the more general import information (duplicate detection criteria, MARC validation rules, etc.). This would be helpful for quickly flagging errors, duplicates, and other areas that need attention without having to scroll through a lengthy report.
10 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.
6 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.
31 votes -
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…
45 votes -
Leap: Prevent web browser from asking to update password when resetting patron password
We use Microsoft Edge for Leap, and use Edge's password manager to remember the Leap login password.
When staff open a patron record and reset a patron's password, the browser thinks we are resetting the password for Leap and asks if we want to update the Leap login password (see attached screenshot). Staff sometimes click "Update" on this prompt, not realizing that this is changing the stored login password for Leap. Staff are then unable to login to Leap the next day because the browser populates the Leap login page with the wrong password.
This popup should not be appearing…
8 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
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