617 results found
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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?
4 votes -
Allow more control over registration options in PowerPAC
PATRON REGISTRATION – LEAP & PAC, control over menu option displays
Allow control over what options show for Notices Address, Notification Option, and Text Messaging Phone on Leap and through Patron Registration via the PAC. Being able to remove menu items that don’t apply would solve notice issues. The drop down menus that list None and other non-system options create notification issues that could be avoided with control over these settings.2 votes -
Publication pattern template creation in Leap
Please add in the ability to create and edit publication pattern templates within Leap. As my consortium shifts to using only Leap, I am discovering small things that seem to be missing, which make it difficult for staff to fully switch over to Leap. One of those things is the ability to create a publication pattern template. As of version 7.8, this is something that still has to be done in the toolbar (https://documentation.iii.com/polaris/7.8/Default.htm#PolarisStaffHelp/Serials/PSsetup/Creating_Publication_Pattern_Templates.htm). You can use publication pattern templates within Leap, but you can't currently create a new one or edit existing ones.
18 votes -
Pick list prioritization based on floating load limits
Enable the pick list to prioritize filling holds in floating collections from branches where the number of items on the shelf at that location is the highest and/or over the load limit for that collection.
3 votes -
POST and DELETE methods for Record Sets
Currently with PAPI there is the ability to GET the contents of a Record Set and PUT additional records into Record Sets. We would love the Record Set API to be fully built out with POST methods (to create new Record Sets) and a DELETE method (to delete an existing Record Set).
4 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…
10 votes -
Service Name Logging in PatronValidate API
This proposal outlines an extension to the Patron Validation API to include an optional serviceName parameter. When provided, this value will be recorded in the Integrated Library System (ILS) transaction log, allowing us to track which service initiates each patron validation request.
Currently, the ILS transaction log records patron validations without capturing which service initiated the request. This lack of context makes it difficult to analyze traffic from third-party services (e.g., OverDrive, Hoopla) or internal applications, troubleshoot validation spikes, and make informed decisions about service contracts and resource allocation.
The proposed solution is to modify the Patron Validation API to…
19 votes -
Keep search terms when switching type of search in find tool
Library staff using Leap would like to have their search terms retained when switching Find Tool options between Bibliographic and Item record searches. This is available in the staff client and staff are used to being able to swap back and forth quickly between the two search types when helping patrons at the desk.
26 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.
8 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…7 votes -
held items pop up
Held Item pop-up:
Please have this pop-up appear UPON account OPENING (vs after an item is checked out) THX!
10 votes -
Leap: Keep cursor focus in barcode box after receipt print OR tie RFID to different shortcut
Currently, when checking in, if you have the barcode box selected, you can click Enter on the keyboard to RFID scan. But, when you have to print a receipt, even if you click Enter to just choose yes, the focus doesn't go back to the barcode box so you have to mouse back over.
This is a minor but constant annoyance. In the desktop staff client, F9 was the keyboard shortcut to trigger RFID scans, so it didn't matter what part of the app was in focus.
3 votes -
Preview Bib for SHR and Hold creation
It would be useful if Leap had an equivalent for the following client functionality:
Right click on bib search results to see a preview of the record. This is a time-saver when creating new serial holdings records and when placing holds in cases where titles may be similar.3 votes -
Allow filtering bib search by stat code
When doing a bibliographic record search, you can filter by Collection (which is only assigned at the item level) but not by Statistical Code (which is also only assigned on the item level).
It would be helpful to have the option to filter by stat code as well.
5 votes -
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 -
"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 -
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.
7 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…
21 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 -
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.
9 votes
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