129 results found
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Improve Receipt Printing from Leap
Currently printing receipts from the Leap web app is unideal, requiring either significant manual intervention from the user or extensive browser tweaks to get it operable. A background desktop client (similar to JSPrintManager) could handle the printing far better than the browser does natively.
50 votes -
Add spine and serial label settings to Leap
Some library staff need to be able to alter the label margin and font size for longer call numbers, longer author names, and longer titles, as well as how the printer prints that day. Currently, staff using Leap need to go back and forth between the Client and Leap to do so. Adding the label settings that are only accessible in the Client to Leap will make it easier for staff to make the transition to Leap by allowing them to maintain their workflow for their current printers.
25 votes -
Improvements to 7.4 Item Language Field
Currently, the new 7.4 item language field is using the same Languages table used in patron registration. For patron records, the language preference field displays in their account in PowerPAC. Patrons use this field to select their preferred notification language.
If a library wants to add a new language to the Languages table, it will be added as an option for both item records and patron accounts. This is problematic, because many libraries purchase materials in far more languages than they offer notices in. If a library adds additional language options to this table, they risk that patrons will select…
25 votes -
Dated patron notes
It would be very useful for patron notes to automatically include date and time - this would allow us to track "updates" to progressive situations with patrons that multiple staff are addressing.
55 votes -
Add ability to enter a reason when cancelling a hold
Currently, patrons receive a default email message when their hold is cancelled. It would be great for staff to have the ability to enter a reason or write a brief message letting the patron know why their hold was cancelled.
74 votes -
When patron barcode changes, auto-update with Libby
Currently when a patron replaces their library card and gets a new barcode, staff have to manually reconnect them with their Libby account, which is connected to their old card number. This update should be automated so that patrons who lose their library cards don't also lose access to Libby or other eResources. I'm not sure if this would require an update to the API (?)
18 votes -
Enable floating limits for collection and material type simultaneously
As a multi-branch system that floats some of our collections, we desperately need a way to set limits on the number of copies on shelf without giving up our ability to set limits on overall floating collection size. Currently in Polaris you must choose one limit or the other. Being able to spread copies throughout our system makes them more available for discovery and increases circulation.
23 votes -
Utilities - Reports and Notices in the staff client need to be available in Leap
We have a number of custom reports in the Polaris Staff Client that need to be accessible to our Circulation Staff in Leap. Ideally all Polaris canned reports should also be available to all staff in Leap. One custom report we use is for patrons who don't have an email address. Their notification option is set to mailing address. However, if they have a hold we call them instead of sending the hold notice by mail. The custom report is a quick way to find the patrons that we need to call. Staff have to have access to both Polaris…
20 votesJust to set expectations, our strategy at this time is for users to access reports through the SSRS portal. As Eleanor mentioned in her comment, we are adding customizable menu options to Leap in 7.5 with the intent that they be used to link users to the reporting interface.
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View recent search history in Leap find tool
It would be great to have an option to go back and view recent search history or search results in the find tool in Leap. I often close out of a search too soon and realize I need to go back for more information, or realize that I actually had the results I needed two searches ago.
Being able to quickly view recent search results rather than constructing the whole search again would save a lot of time.58 votes -
Add date added column to record set
When using a record set, it would be helpful if there was a column that shows when the item was added to the record set. We use record sets to create carousels that show new items on our PAC. The date added to record set would be helpful so we could remove the oldest things when refreshing our carousels.
16 votes -
Improve Leap Offline by not relying on saved data in the browser cache
Some libraries use tools like Deep Freeze (that discard any changes to previous work sessions) or manage settings so that browser caches are cleared when closed or when the user logs out. Since Leap Offline stores data transactions in the browser cache, anything that is not uploaded to the database will be lost in such occurrences.
29 votes -
More match point for POLIs with on-order item templates (including Item Template ID)
We would like the ability to match POLIs with on-order item templates on more data points, specifically shelf location, statistical code, and call number prefix. I expect that this means there would need to be extra fields to enter the POLI, and that would work out fine if that enabled the item records to be created accurately.
Our libraries use different shelf locations, statistical codes, and call number prefixes for items within the same collection. When placing an order, items are created from the on-order item templates, and only match on 3 data points: assigned branch, collection, and material type.…
31 votes -
Add Rapid Receipt to Leap
Currently, there is only one way to receive and invoice orders in Leap. This workflow consists of receiving the line item from the purchase order and copying it to the invoice. In the Client, staff have the option to use a more efficient process called Rapid Receipt. Rapid Receipt allows line items to be received and copied to the invoice at the same time. In our consortia, a significant amount of libraries use Rapid Receipt. They are concerned that it has not been added to Leap yet. Since Rapid Receipt is available in the Client, the same functionality should be…
14 votes -
Update the "canned reports" in Reports -> Notices and SSRS
There are multiple reports in the "canned reports" available through the Staff Client and through SSRS that deliver incomplete and/or absolutely wrong data.
For instance, the Patron Register report only looks at extant patrons in the Polaris database right now. That means that, if a library had a patron purge, those patrons are gone. If one runs a Patron Register report after the purge for a time before the purge, the registration numbers will absolutely be wrong. This would also be true where patron merges or general cleanups have taken place.
Another report, Circulation by Postal Code has a logic…
30 votes -
Multiple Holds
We'd like to have a way to place multiple holds at once. The existing multiple holds option doesn't quite do that as it still requires re-entering the title and selecting it for each copy needed while in the holds area of an account. For a book club, for example, it would be much faster and easier to select a title to hold and have a way to say we want 15 copies from this bib record, rather than have to select it title 15 times.
45 votes -
Ability to perform a full re-index on a set of bib records using Bulk Change
There are times when we could easily fix bib records via SQL but may run into issues where the index may no longer be valid and the updated bib records may not appear or be omitted in search results. Instead of requesting for a FULL database re-index, we could easily group the involved records into a Record Set and use Bulk Change with a "Miscellaneous" tab with the option "Re-index Bibliographic Records".
11 votes -
Password Reset PAPI Call
Currently we have to send patrons from our websites to the PAC if they need to reset their passwords. It would be great if there was an API call for this, as it's disruptive to the patron experience to have to send them to another site.
The suggested functionality would reflect the PAC experience: once they enter a barcode, a password reset email would be sent to the email address on the account.
14 votes -
Leap auto-formatting in date and postal code fields
The patron birthdate field and postal code field both require correct formatting to save the record. If would be helpful to staff if Leap could have auto-formatting (as many web forms do), e.g. insert the dashes in the birthdate (yyyy-mm-dd) and capitalize and insert the space in the postal code (A1A 1A1).
Adding the calendar date picker back for the birthdate field would also be great, assuming that the issues it used to cause could be resolved.
14 votes -
Add visual customizations to Leap
The Polaris Leap login screen consists of two text fields, a button, and a low resolution PNG floating upon an ocean of #CCCCCC. It is, in a word, boring. There are no easy customization options offered that allow a library to give it the look and feel that they want, save for one option that will change the colour of the menu bar. Now, granted, if you have a staff member with some web coding knowledge, they can modify the Leap CSS and replace some images to give things a spruce up. Five lines of code and a fresh image…
23 votes -
Functionality of staff changing hold pickup location on held items
Current functionality says "If the item is held at your library (the pickup branch is the same as your log-in branch), and you change the pickup branch, the hold will automatically change from Held to Shipped."
We would like this to function the same as if the item is not at your location and mark the item so it appears on the holds to transfer list. The staff will then scan the item to mark it as shipped. We have staff that work at different service points no where near our holds shelves and it would be convenient if they…
11 votes
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