647 results found
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Leap: MARC Import profile should select default file
In the staff client, we can set a default file for a particular import profile. When that import profile is used, the file is already selected and we don't have to search for it. We'd like this same thing in Leap, but currently aren't able to set a default file and have to search for it every time.
Idea Value
This would prevent having to search for the exact same file every time when importing. It would save time, is more efficient, and already works well in the staff client.65 votes -
Leap: cancel from POLI workform
In the client, a POLI can be cancelled from the PO, POLI view or from within the POLI workform. In Leap, it can only be cancelled from the PO, POLI tab. Adding the ability to cancel from the POLI workform would reduce steps and reduce the likelihood of staff selecting the wrong POLI to cancel. This would help with the transition of tech services to Leap.
55 votes -
Add the ability to schedule bulk updates
Periodically we might need to update a large number of records. Like changing 10,000 item records to not display in PAC. When we have done that during the library hours it negatively impacts response time. What would be desired would be an option to schedule the update for after hours.
27 votes -
Add save option to "close without saving" pop-up
In Leap, when item or bib records are closed after edits have been made, the warning pop-up the options are to close without saving or to cancel the close action. In the client, (and in Leap patron records) the pop-up includes an option to save & close, which is probably the intended action most of the time.
Having to click to cancel the close, then click to save, then click to close again, is a lot of extra steps.34 votes -
Apply sort to all records in record set
Just as bulk change applies to all the records in a record set (whether they are all loaded or not), sorting should apply to all the records, not just the ones that are initially loaded.
29 votes -
Add "Mark Item Missing" to the Actions Menu
It would be useful to have a "Mark Item Missing" selection available in the "Actions" menu for Item Records. Not only would this be more convenient for staff who are unable to locate an Item that was not on the Picklist than navigating to the Details page and manually changing the status there, but hopefully this could be implemented in such a way that staff don't need the Item Records - Modify Header - Cataloging permission just to mark an Item Missing.
23 votes -
Find Tool Customization
Currently there are a lot of search options that many of our staff do not use within the search tool. I would love a way to customize this per user either to have favorites that float to the top or a way to suppress options that can still be quickly revealed for those extra rare use cases.
27 votes -
Allow library to exclude certain material types from Claim Return function
Polaris' claim return function is great for locally-owned items but is problematic with INN-Reach. We are constantly reminding staff NOT to use Claim Return for INN-Reach items because it can break transaction links but they continue to do so. If system admin allowed us to exclude our INN-Reach and WorldCat material types from Claim Return and Claim Missing Part functions, it would reduce errors significantly.
21 votes -
Save and Action items in bib MARC workform (Leap)
The MARC views for most full bib records are longer than the screen and require scrolling when editing. It would be helpful if the Save (and other important actions) either stayed available at the top of the page (as they do in the compare tool) or were repeated at the bottom of the record. This would save having to scroll back to the top of the record to select Save, Duplicate Check, etc.
27 votes -
Polaris Leap: Popup/Prompt for Patron Blocks
Currently, in the desktop client, when opening a checkout window and entering a patron's barcode, if the selected patron has blocks, a window pops up and prompts the user to continue or cancel the interaction. This is not present in the checkout workflow in Polaris Leap, so it is possible for circulation staff to miss important information if they do not open the "Blocks" button before every interaction. Is it possible for an optional feature to be added to notify circulation staff about patron blocks before a transaction?
24 votes -
Include format in bib record header
Please add the format to the information presented in the header section of a bib record.
24 votes -
Add You Saved to PAPI patronBasicData
We'd like to be able to pull the patron YTD and Lifetime You Saved amounts in a patronBasicData call.
22 votes -
Retain load-all after making changes in a record set
Provide an option to retain the load-all after making changes in a record set. Currently if you load all, then make a change, it reloads the limited set of records.
24 votes -
Default bib & item records to read-only in LEAP
Create the ability to default to view-only when opening bib records and item records in LEAP. It is a major issue for acquisitions and cataloging staff importing MARC files or doing bulk edits to item records when someone else with edit permissions is just looking at a title or copy. The specific record affected doesn't even pop-up to let you know about it, instead you have to go check a separate report. For the MARC import report, that means a very long report to have to scan through each time. Having the default view be view-only, and requiring staff to…
20 votes -
View titles when comparing bib records
Right now when comparing bib records, the tabs all show the bib control number, which at a glance are simply not useful, especially if you have brought up multiple records. I would love for the display tabs at the top to have an option to display the title.
23 votes -
Leap Picklist does not retain Filtered results when using the located option
The Leap Picklist has the option to filter the results by collection and other values to limit the display to a manageable number. However when you interact with one of the results such as marking it as Located, you lose the filtering. The desired improvement would be to maintain the filter as actions are taken until you clear the filter.
21 votes -
Free Text Option in Leap MARC Editor
Add an optional free-text MARC editing mode to the Leap MARC editor that allows professional catalogers to directly edit bibliographic fields as plain text. Ideally, this would be toggleable at the record level, allowing staff to switch between the formatted MARC view and freetext view as needed.
Leap's current MARC editor is great for copy cataloging, minimal edits, or non-professional staff. However, full-time professional catalogers are often frustrated by the inability to update multiple field at once, paste long blocks of MARC data or navigate through tags using the keyboard. For this type of workflow, Leap's editor is signficantly slower…
72 votes -
Open potential duplicate bibs in Compare window
It would be helpful if the bib duplicate check popup had an option to open the records in a Compare window. Currently staff have to do a separate search for the potential duplicate records to be able to closely compare them and/or copy data from one to another, then redo the duplicate check to merge them.
29 votes -
Leap: edit POLI segments
Add editing of the fund, destination, and collection of POLI segments to match the client functionality.
38 votes -
Alert of Dated Notes
We would like an alert to let us know when a patron has a dated note similar to the old Notes section. Even if it could flag the same NOTES word.
Trying to transition to using dated notes only but we need our circ staff to be aware there are notes to view rather than them going to that section for every patron to see if there are any.
56 votes
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