644 results found
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Patron Import Process (LEAP) adding Polaris Username field
Adding the ability to add / update the Polaris username field as an alternative barcode for students/patrons would be hugely beneficial in the import process. This would allow us to have a student ID as a barcode and a former library barcode for patrons to use at the expresscheck.
11 votes -
Add Patron Name to item history
Make it easier for staff to quickly view the borrowing history of an item by including a column that shows the customer's name. Having to click on the PATRONID is meaningless to staff and an additional unnecessary click.
5 votes -
Hold History report where you could enter a Bibliographic Record ID
If Simply Reports had a Hold History report, where you could enter a Bibliographic Record ID and then see the history of hold requests created for that bibliographic record -- it would be most helpful when trying to see why an item wasn't automatically renewed, or was blocked from renewing.
12 votes -
Allow library to choose which "unexpected" item statuses will prevent checkouts
If staff attempt to check out an item with an "unexpected" status, such as Withdrawn, Unavailable, or Missing the checkout fails, with an error message "unexpected item status." Staff must check the item in to change its status to Available, and then check it out. This breaks the flow of the checkout transactions and causes a delay for the patron. It would be very helpful if we could specify in System Administration which statuses cause a complete failure of the checkout (the current rule for all of these statuses), which cause a warning message that staff can override, and which…
20 votes -
Display latest additions to record sets at the top of the record set
We create large weeding record sets by pulling items from the shelves then scanning them into the record set. Additions to the set are always shown at the bottom of the list. This means the user needs to keep scrolling to the end of the list to be assured their scanned item did save to the list and if they want to query last scanned items.
This request is simply to change the order in which the set is displayed on screen, with most recent additions added at the top of the list.
26 votes -
Improve Leap quick search for complex patron names
The Leap quick search could do a better job of searching Hispanic names. Often, patrons consider their first two names as given names, not as first and middle, which makes it difficult to search for them when they come in without their cards. For example, if I search for Luis Miguel Paco Sanchez using all four names, LEAP finds the patron. If I search for Luis Paco Sanchez or Luis + either last name individually, LEAP will not find the patron. If I search for Miguel Paco Sanchez, LEAP finds the patron. In this example, Luis Miguel is the first…
10 votes -
Add series info when linking
Currently, if I want to add series information for a book in the item record when I link it, I would need to put it in the volume field. It'd be nice if there was an easy way to indicate if a book is part of a series and where it falls in the series without it creating a super long call number. Series info isn't standardized when it comes from publishers and isn't always included in the MARC record. This does make a difference for my patrons to know if a book is part of a series and would…
19 votes -
Ability to share saved reports in Simply Reports
We would like to be able to share the reports we save in My Reports in Simply Reports. That way multiple people have the ability to run a report with the exact same parameters without having to share the very long list of parameters.
18 votes -
When logging into Leap make the focus on the Continue button
When you are logging into Leap on a machine where you've already logged in, a cookie is set that pre-fills the Branch and workstation. However, you canNOT simply hit enter to continue through this screen because the focus is on the workstation drop down.
This is a request to make it focus on the Continue button when you've already logged in on this browser to make the login process more seamless.
9 votes -
Report for staff user or workstation transactions
We could use a report based on staff user and/or workstation listing all transactions made for a given date range. Most importantly for us, cataloging information which could provide date and time of bib records being created and/or modified as well as circulation information for staff who work the circ desk.
11 votes -
Option to suppress more fields in patron registration
For our system, having both an expiration date and an address check date is redundant, and staff constantly fail to update the address check date to match the expiration date. I'd like to have the ability to suppress the address check date as well as other fields, such as street address lines 1 and 2.
22 votes -
Ability to limit the "Number of days past first available" setting to the branch level only.
The "Number of days past first available" setting was developed specifically for the issue where libraries would like the new item's hold requests to be limited to only patrons registered at the item’s assigned branch and other branches associated with the same parent library for a specified number of days. We would like to try this workflow, however, it won't work in our system as all of our branches are under the same library organization.
3 votes -
Allow SSO logins for SimplyReports
Allow SSO logins for SimplyReports. Right now, staff who are SSO accounts only cannot log into SimplyReports. Leap and /PolarisAdmin support SSO and we'd like to be able to extend this to SimplyReports.
This prevents us from being able to fully adopt SSO at some locations because the staff can't create reports. This means we have to continue to hold onto and maintain less secure connections between networks, so these staff can run SimplyReports.
8 votes -
Floating Close button in Patron Registration
Could we have it so the close button within the Patron Registration follows you as you scroll down like the "Save", "Renew", etc do? I often find myself nowhere near the top when I am done with a customer account and have to navigate all the way back up just to close the record. I could see this also being useful in Bib records
16 votes -
Allow incremental Claim Count reset
Reset Claim Count is currently all or nothing. We need the ability to reduce the claim count incrementally. This would help in situations where we actually find a bona fide claim return on our shelf for a customer who otherwise has a pattern of making false claims. We want to be able to clear that incident from the claim count without having to reset to zero.
8 votes -
Add 'Hold Activated/Created" to item history
It would be useful to have in the item history when a hold was activated. I had an instance where an item was put on hold for the wrong account, and it would have been useful to see who had placed the hold or where it had been added. I figure you can see this from the hold record, but the staff member who had received the accidental holds cancelled them before we got a chance to look at it.
10 votes -
If Leap quick search doesn't find a record, don't clear the text
A staff member asked us to post this. When using the quick search in leap and typing in a query does not lead to a record, the text should stay inputted so the staff member can edit their query as opposed to having to retype it all over again when trying again.
30 votes -
Parent/responsible party information in registration
We would like an optional field for parent or guardian information in the registration form.
We don't require parents to have library cards if they only want their children to have cards, and we have instances where only children can qualify for free cards (school district vs county lines). It would be great to include a parent name, DOB, and DL# in the child's registration without using fields that prompt duplication notices.
5 votes -
Make it easier to filter the list of SQL Searches in Find Tool
We have dozens of SQL searches, however it can be hard to find them. They are presented in an alphabetical list, but over the years our naming isn't always consistent. It would be great if you could filter the name drop-down like you filter can in other areas of Leap.
So, for example, if I typed "volume" it would show many any SQL search with Volume in the name. Bonus points might be if we could also be searching some of the SQL search contents itself because maybe I want to find all SQL searches that query a particular field…
9 votes -
Leap doesn't save or prompt to save notes when you close a record
- Open a patron record in leap
- Navigate to the notes section
- Make a change to the note field
- Click the button to close the note (upper right hand corner)
The note is not saved, nor is a warning message shown. This is different from the behavior of the desktop, which always saves the note when you close the record (not really the preferred behavior either since there is no undo in notes).
This should work the way changes to the patron registrations work in Leap - warn there has been a change before allowing the record to be closed.
31 votes
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