695 results found
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Add Separate Options for Single and Multiple Item Creation from Bib Record
In the 8.2 update, when performing a search using either the Find option or the quick search box, catalogers who select Create Item are now taken directly to the New Item Records workform rather than the New Item Record workform. While it is possible to create a single item from this workform, doing so requires additional steps.
Catalogers can still create a single item using New > Item Record, which follows the workflow available in previous versions of Leap. However, when cataloging multiple different titles, this requires the cataloger to repeatedly select New > Item Record for each title. In…
1 vote -
Purchase Order Line Item to default to the "details" tab instead of the "segments" tab
Can a Purchase Order Line Item to default to the "details" tab instead of the "segments" tab? This requires an extra click for every single item we order to adjust the discount price until they allow both retail and discount prices to be imported on the MARC records.
2 votes -
Additonal Field for Driver's License upload in Online Application
In online applications could a new field be added to upload photos of the patrons Driver's License
1 vote -
Last In House Use column
Currently, to run a report based on the in-house use date (e.g. staff want to weed items that haven't been checked out or checked in via in house in 2 years) I need to create a custom report for them that pulls off the transactions database. Staff who use SimplyReports for weeding must use the LastCircTransactionDate if they want to account for in house use - but that field also gets incremented when an item is modified in any way (including the inventory date being updated and unrelated fields being changed in the record). It would be great if there…
3 votes -
Volume-Level Holds for Blank Volume Field
On bib records that have a mix of items with volume data and those without, it should be possible to place a volume-level hold that can be filled by the items with no designated volume. The wording can vary, but I imagine this would look like an additional option in the volume selection list during hold placement that says something like "No designated volume".
Currently, volume-level holds only really work if ALL of the attached items have volume data. In a large consortium setting, we try to keep our libraries consistent about this and run many reports to identify mixed…
4 votes -
Live Preview Within Bibliographic Record Sets
In the Polaris Staff Client, when you're viewing a record set, you can right-click on an bib record in the record set and select Preview. That opens a window on top of the record set with live preview information. Then, you can move up and down the record set using the arrows on the keyboard and the preview window updates with each record. We work with a library who uses this to plan carousels and displays and they'd very much like to see this functionality in Leap.
2 votes -
Holds that can't be filled
We would like it to be a bit more obvious if a hold is not going to be filled due to a lack of items that can fill the hold (Satisfied By tab is empty). If there could be a color change or icon visible in the patron's list of holds and/or the hold request, that would be ideal.
1 vote -
Patron block pop up
During the check-out process in Leap, please have the blocking pop up window appear when the patron's account is pulled up. Currently, the pop up for blocks does not appear until the first item is scanned for check out. If a patron does have blocks the work BLOCKS in red, but there need to be more of a visual block like there is in the Staff Client.
3 votes -
Vendor integration
Add the eCommerce vendor BS&A. Many local governments are moving to this vendor for on-line payment options. Since many public libraries have to use what their city uses we are finding that more libraries are asking about BS&A.
1 vote -
Automatic processing for item record details
I would like there to be Automatic processing for item record details, such as Display in PAC and Holdability, based on data such as collection, material type, and item status. Similar to the function we already have to turn on/off the Display in PAC of bib records.
3 votes -
Ability to Reorder Check-In Screen Columns
Allow users to reorder the columns on the check-in screen to fit their needs. Some staff members like to have the Shelf Location and Collection closer to the actual name of the item. It would be wonderful if each staff member could reorganize it to fit their needs in the moment.
7 votes -
Totals Including All Subfunds
I need to see the 'Totals including all subfunds' of a fund in LEAP.
I can see the 'Totals for this Fund' amount under Balance in Leap, but there's no data for 'Totals including all subfunds.',which is available in Polaris Client, fund explore feature(the bottom part of the General tab in the right pane) .5 votes -
Update Circulation Status when an Item record is Deleted
When staff delete an Item record, the Circulation Status remains as it is. This is confusing staff thinking an item is available e.g. the Circ status is IN, while the Record is DELETED.
We are asking for a feature where when an item is Deleted, that the Circ Status change to UNAVAILBLE.5 votes -
Option to include GMD with title in POLI list
Add the option to include 245$h values in the title column for the POLI tab of a PO.
2 votes -
Find Tool: ability to filter collections dropdown based on library logged in
We are a large consortium in which each library has their own list of Collections they use. Throughout most of Leap, they can see their own library's list of collections and choose appropriately. But within the Find Tool, when they go to filter and add the Condition for "Collection", it shows the entire list of collections for our consortium. It would be great if this aspect of Leap could also limit the options to just their library's list. As we have a lot of part-time staff who have not memorized their collections list and end up choosing the wrong ones…
3 votes -
printing Bibliographic Brief in LEAP
Regarding the printing of brief bib records: in the Polaris Client, we typically go to the 'Print' menu within the bibliographic record workform and select 'Bibliographic Brief'. We haven't been able to find an equivalent option or workflow to print these brief bib records in Leap.
We need this to print brief bib record PDFs of items we have deleted that have no existing copies so we can delete them from OCLC holdings later.1 vote -
Renewal updates to date of registration for cloned patron accounts
It would be great if when staff clone a patron account (typically when families are registering together) the renewal date for the account does not also copy over.
If staff do not catch this and modify the renewal date accordingly, we can (and do) end up with patrons who expire mere months after registration--creating a great deal of confusion among the patron base.
3 votes -
Lifetime circ # in a bib record should include all previous item circ attached to that bib, whether the item has been deleted or not
I've seen a request to include item and bib circ together on the bib record, and that would be great. However, a major problem for us is not keeping historical circulation info in a bib record. Right now, Polaris does not keep circulation stats from deleted item records in the total lifetime circ, which means we have lost circulation from deleted item records and the total number is just the circ from current active item records, not a true lifetime count. We need the lifetime circulation number of a bib record to include all the circulation attached to that bib…
24 votes -
Limiting an item to your library and patrons
The options to limit whether an item stays at a specific library location and is accessible to patrons from specific libraries needs to be updated to allow us to put the time limit for all these options. Currently, you can only put a limit for "Patrons from this library and branches" for however many days you'd like that to be active for and it will count down (which this should be an actual count down that will unselect after the amount of days has been fulfilled). It would be nice to be able to set a similar countdown for the…
3 votes -
Allow a popup note for certain material types on self-checkout machines
For certain material types, it would be helpful to have a note pop up at self-check machines to make patrons aware of the condition of certain items. An example would be a notice like: "Some items are locked. Please see a staff member to unlock." It would still let them check it out, so it'd be different from a block.
6 votes
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