303 results found
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Return to full list function for delivery routes in Outreach Services Manager
When we first go to the Outreach Services Manager, we see the full list of patrons for all delivery routes. We have the option to select a single delivery route and its associated patrons; however, there does not seem to be a way to return to the full list. Our current only option is to close the OSM and start again.
It would be useful to have a "none" option at the top of the list, or to have the ability to deselect an item (without having to select another item).
1 vote -
Add Save option for Outreach Services Manager (OSM) Picklist
Please add a Save option for the full picklist so any items removed will stay removed.
When we go to Utilities > Outreach Services > Picklist, we see the full picklist for all Outreach Services (ORS) patrons. We can find a title either by scrolling through the list or using the filter to search by patron or title. We can select the title and then press "Remove from list". The full picklist displays and the selected title no longer appears on the list.
However, there isn't an option to Save here.
If we select "refresh," we receive a warning that…
1 vote -
Create a new status of lost and not paid
There should be two statuses to easily identify lost and paid vs. lost and not paid billed materials. This would help make running reports much easier and help identify the status of lost items.
9 votes -
Limit patron initiated INN-Reach holds at point of placement
Currently Polaris "Patron Loan Limits --Total Holds or Total ILL" value is not checked at point of INN-Reach webpac hold placement. This means Polaris users can place limitless INN-Reach holds which wastes staff time and courier resources. Please develop Polaris/INN-Reach connector to block further patron initiated INN-Reach holds once total holds and/or total ILL value is reached.
1 vote -
Create or add to an item record set from Leap check-in workform
Leap should include the ability to create or add to an item record from the check-in workform. Most of the functionality is already there in that items can be selected via checkboxes and all items can selected from the topmost checkbox. By adding the option to the Actions menu, circ staff could quickly roll items over into a record set for a variety of other uses.
6 votes -
Allow Staff to Select City/Town When Multiple Locations Share the Same Postal Code
Currently, there are two options for handling postal codes, which I like to term: “Wild West” and “In Lock Down”. The postal codes are collected and managed within the Postal Code table in Administration>Explorer>Database Tables. Staff functionality is governed by the permission Patron registration: Modify postal address fields.
The Wild West option is to allow staff the permission to enter any address information provided by patrons, resulting in a table populated with a lot of incorrect city/town to postal code data. This way lies madness and continuous clean-up.On the other hand, removing the permission from staff logins, puts them…
2 votes -
UPC Output in "Holds" Reports of Simply Reports
We often use the "Holds" reports of Simple Reports to watch demand on titles - especially the Hold Count report. It would be very helpful if UPC could be one of the output columns, so that we could copy it for media, which doesn't always have an ISBN in the vendor MARC.
Right now we have to output the bib record id, copy it and search in Polaris, then copy the UPC from there.3 votes -
Weeding template criteria should include Last circ date option
In our consortium, libraries weed items based on their circulation almost exclusively, not based on how new or old they are or how many lifetime circs they had. The most important piece of information to them, the Last circ date, however, is missing from the weeding template criteria. We are aware that you can add dates to the power search for inclusion criteria, but those have to be specific dates, so they can't be reused as criteria several months or years later - you'd have to continue remaking the criteria with new dates each time, which isn't convenient or efficient.…
9 votes -
Weeding template "older than" criteria should be based on first available date not creation date
To truly determine whether an item is "older than" a certain time frame for the weeding criteria in our consortium, it should be based on First available date, not Creation date. Many of our libraries add the item record when the item is ordered, which could be months before it actually releases, and they make the status either Being Acquired or In-Process until it's received and checked in, which updates its First available date at that point. Then the item actually begins its "life span" so to speak. So the item isn't truly "older than" a certain time frame until…
7 votes -
Need permission to turn off Damaged Feature in Polaris 7.5
The Damaged feature in Polaris 7.5 was implemented without a permission to enable libraries to turn it off if they prefer their existing procedure. Because we can't turn it off and we have several hundred staff members, many new, all of whom do not have all our procedures memorized, some of the staff now use the Damage feature. This means that we now need a report to catch these transactions and extra staff time to undo them. To try to mitigate, we changed the string "Damaged" to "Do not use". It would be much preferred if a permission would allow…
1 vote -
Increase functionality of API with Overdrive
We would like to see additional information and functions available in the Polaris Client or LEAP so that staff have more resources and information to support customers with questions about online resources.
For example, library staff would benefit from seeing real-time hold information in Polaris about items on Overdrive or Hoopla. Currently, Polaris shows an asterix (*) under holds. Library staff need to either go to the PAC or Overdrive to provide customers with this information. It would help library staff to have information available in one place rather than requiring staff to go to multiple sources to answer a…
7 votes -
Marking items during picklist processing as Located should prevent other items from being trapped to fulfill hold request
Currently, when working through Picklist processing, items can be marked as "Located". While this is useful for in-library work flow to indicate that it has been found, it doesn't do anything to prevent another member library or branch location from filling the hold request when trapped at point of check-in. This causes problems in a multi-branch or larger consortia system where there is a higher chance of popular material being checked in throughout the day.
Ideally, it would be great if marking an item as "Located" not only changed the status from the Picklist, but also prevented another item from…
7 votes -
Ability to Edit/Modify Publication Patterns
It would be great to be able to edit or modify publication patterns as needed.
Currently, we are only able to modify publication patterns IF no issues have been received. After that, the only way to change a publication pattern is to close the current one and open a new one.
It would save staff time and effort if they could update a current pattern with necessary changes rather than being required to create a new one each time.
11 votes -
Simply Reports - item statistical reports that can be broken down by the hour as well as by date
I would like to be able to run reports in Simply Reports to get our item return statistics broken down into time increments (such as hourly), as well as by date.
This would be useful for tracking busy times and identifying trends/patterns at our library.
4 votes -
Search remote databases by UPC
Our catalogers would love to be able to search the Remote Databases by UPC.
9 votes -
Weeding Record Sets need to have Picklist Functionality
Currently, when we turn over weeding lists to staff to pull, they manually mark 'not on shelf - NOS' if they don't find the item. In order to make the new weeding list functional in LEAP, we need the weeding record sets to have the same sort of functionality as a PickList - a column where staff can either mark the item as 'Not Found' or "missing". Ideally the circulation status could be changed to missing at this point, removing the need to manually change these items in the system and remove them from the record set.
Related to idea …
15 votes -
Add ability to set a default Request Manager view to user default settings in Leap
We currently have the ability to set the default status for the 3 request manager views but it would be great to be able to set a default VIEW for request manager to open in as well. At our library, Request Manager is intensively used for receiving incoming INN-Reach requests (ILL view) and it would save time if we could make that the default view.
7 votes -
Add edition statement to results list in find tool and duplicates list
The edition statement should be added to the results list in the find tool and the duplicate detection results. The edition statement is already visible to patrons in the brief display of the records in the results list in the PowerPAC. When staff need to search by title or deduplicate records, they need to look at each record to identify the record for the correct edition. If the edition statement were added to the table that displays the results, they could identify the correct records in a more efficient manner.
21 votes -
Allow libraries to customize info displayed in Leap Patron Record header and properties
We need a way to bring perennial critical patron info to staff attention without creating blocks for customers or forcing staff to open the full patron registration. Having this info in the patron record header or properties would be ideal. For example: at our library, customer registered at branch is not critical info yet it is the most prominent value displayed in the header after name and card number, if we could designate UDF values to take it's place (such as bookmobile stop or language assist needed) or have space to reveal a designated UDF value under patron properties, it…
5 votes -
Log out of Leap without being prompted to log out of Microsoft.
When staff log out of Leap at the end of their shift, Microsoft prompts them to sign out of their Microsoft account. I think it confuses staff, they click on the prompt and then they get logged out of their Microsoft account. They then have to log back in and due to MFA need to get a code to log back in. This isn't ideal.
Customer support said currently this behavior is how Leap with OAuth/SSO works. Leap uses the identity provider to control the login and logout when setup with OAuth/SSO. Can you place an enhancement request to see…5 votes
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