676 results found
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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…2 votes -
Provide streamlined option for placing a group of customers on hold for the same group of titles
Our library has a program where we supply community members with books to read to classrooms. All readers receive the same set of 4-6 titles. While Polaris' function of placing everyone in a record set on hold for the same title helps, it would be great if, when the find tool pops up upon clicking Place Multiple Holds, you could change the database from Bibliographic to Record Set to simultaneously place all the customers in the patron record set on hold for all the titles in the bib record set.
With hundreds of readers across our 28 locations, having this…
1 vote -
Kristen.mcelroy@centralcoast.nsw.gov.au
Serials Holding Records - remove any closed patterns from the find tool search results.
We close a pattern in the Serial Holding Record when we are reducing the number of copies, or a serial has ceased publication.
It would be helpful if these closed patterns don't appear in the 'Find Tool - Serial Holdings Record' search return list.
1 vote -
Kristen.mcelroy@centralcoast.nsw.gov.au
Allow the 650 & 655 tags to be sorted alphabetically. When bringing in older MARC records there can be masses of duplicated headings. The ability to sort them alphabetically would make deleting them much easier.
1 vote -
Cancel Purchase Order Line Item Segment - LEAP
One way that our ability to transition to fully utilize LEAP for acquisitions is limited is the inability to cancel a segment of a Purchase Order Line Item. There are times when vendors only send us a partial fulfillment due to backorder cancellations or other issues. At this time, we have to use the client for this issue.
7 votes -
Display Title Release Date if Future
On bib / item records, display the release date of titles when the title is not yet released. This will remind users to not make books available when they are received but not yet released. This info might not be in the typical metadata bundle but would be very useful to have.
1 vote -
Preview for MARC Import
There should be a preview or staging phase when importing new MARC records where you can see what duplicates are detected, and what action will be taken based on the profile selected, and have the option to manually override the actions on each record (e.g. don't replace this specific one - just create a second record instead)
1 vote -
Provide additional reporting options for In-House Use
In-house counts are very important for informing staffing and collection maintenance. It would be great to have more options around in-house beyond YTD and Lifetime counts. For example, it would be helpful to run reports on the amount of in-house use within a specified time frame in both item list and item count reports as well as the ability to run item statistical reports on in-house use.
2 votes -
Add 'Patron Record is Secured' to Report Output Column in Patron List Reports
Add 'Patron Record is Secured' to Report Output Column in Patron List Reports in Simply Reports. Available as a Patron Miscellaneous Filter but not as an output.
7 votes -
Option to Post Holdings to OCLC
In Sirsi, there was a quick option to post holdings to OCLC (for ILL holdings). In Polaris, we have to use OCLC Connexion and post the holding there for each item that is not automatic (like items from Ingram). This is not ideal, as it takes more steps to log into Connexion and find a good record (when we are already locating the record once from a remote database when we add the record in LEAP). It would be nice if there was an option to click to post the holding while cleaning up the record.
3 votes -
Provide way to fetch patron's credits using Polaris API
We have Polaris integrated with Teller to process patron payments. Within Teller, we would like to use Polaris patron credits as a form of payment. We have been talking to Teller about this, and we believe this can be achieved by getting patron credit information via the API. At present, the API only returns charges owed by a patron, not any credits a patron may have.
1 vote -
Configuration for Patron Fields to Copy
When creating multiple records for a family, our staff often copy the patron record when creating the next. Unfortunately, they sometimes changes some needed fields when copying. It would be great to be able to configure what fields are copied in a patron record. For instance, not copy the birthdate and the first/middle name. From what I can see, this is currently not available. https://documentation.iii.com/leap/8.0/Default.htm#LEAP1_0/Patrons/Copy_an_existing_patron_record.htm
4 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.
4 votes -
Let us create a temporary ILL on the fly from the new item page
We do not use OCLC or INN-reach for interlibrary loan resource sharing, we use another third party service, so we have patrons fill out ILL requests using a Google form that we then review to see if it's available.
It would be ideal if, upon receiving the item they requested, we could create an ILL on-the-fly record and put it on hold for the patron without having to download a bib record, put a hold request on it, convert the request to an ILL request, and so on.
3 votes -
Customize Copy funtion in Leap
Add the ability to customize what fields are "copied" when clicking on the Copy button in a patron record. Or as an alternative, create custom patron templates that can be selected both when copying a record and creating a new record.
For Example: Our Staff use the Copy function most often with registering multiple members in the same family. Rarely is the information in the Profile View the same (Name, Patron Code, Birth Date, etc.) and if staff aren't careful they could forget to change these fields - fields that are reflected in the various system tables.
5 votes -
Bibliographic Record Call Tag Search
When using the Search tool and searching a bibliographic record, it would be nice if the "Call Tag" column used the actual call tags my library creates and not the 082 field. This could be similar to the search for Item Record.
1 vote -
Spell Check
It would be great if there was an option for spell check or a grammatical check in the bibliographic record (especially the 520 field)- either that or it should be possible to run a spelling/grammatical error report.
3 votes -
Bulk Deleting Authority Records With No Bibliographical Record Pop-Up
Currently, when I create a record set for authority records not connected to a bib record, and then try to delete multiple records, I get a pop-up that asks if I'm sure I want to delete the record even though it is attached to the record set (that I just created). I get this pop-up for EVERY authority record I try to delete, so if I delete 100 records, I will have to see this pop-up 100 times. There is no way around this currently and I'd like it to be fixed. It should be like deleting items in other…
2 votes -
Ability to update an existing record set using a scheduled report
It would be super helpful to have the ability to create a report in Simply Reports (Bib list report) that would update an existing record set, which would then automatically update a Showcase/Carousel in the mobile app.
Here is my example.
I created a report in Simply Reports, advance published it, and in SSRS I subscribed to the report and set it up to email me. (Receiving the report is just for tracking purposes. What is needed is the report to run and update the record set, to in turn update the Showcase/Carousel.)When creating the report, under 'Bib record…
2 votes -
Polaris should re-evaluate hold eligibility when trapping preferences are set
When a hold request is placed, Polaris performs an eligibility evaluation only once—at the moment when the request is first placed. Polaris does not re-evaluate eligibility later. So if Polaris is configured to use hold trapping preferences that prefers "my patron" but some temporary circumstance prevents the assigned library's item from filling a hold for the library's patron, the hold must now be filled by a different library. This can be mitigated if staff notice the problem and delete and replace the hold, but this is a lot of extra overhead and in all likelihood the problem will go unnoticed.…
6 votes
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