683 results found
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Remain on current bib after refreshing Compare Tool
When you have several bibs to compare and have moved from the first one to a subsequent one and made changes, hitting the refresh button moves you back to the first bib for comparison. It would be helpful to stay with the bib you had open most recently on the compare side.
2 votes -
Retain record set filter after removing a record
Currently when you use the filter field to narrow down the records in a record set, your filter is lost if you select and remove one of the records. It would be helpful to retain the filter.
4 votes -
Place hold on bib from find tool or record set
It would be useful to be able to select a bib record from a record set or from Find Tool results and place a hold from there. Possibly add this function to the More Actions menu.
2 votes -
Clearer indication of errors in background processing
In Bulk Change and Import, the process can complete even if individual records could not be updated (because they are locked or for some other reason). It would be helpful if the errors were made more obvious upon completion of the process, possibly through adding a column to the Background Processing table to indicate how many records were not successfully modified. This would indicate to staff that they need to open the report to find the issues. Even better would be a succinct error report.
4 votes -
More customization for Leap Check In screen
We are a large consortium with over 40 branches. Each one prefers their check-in screen a little differently. Some would like to see less information on the check-in screen while others would like to see more. And some would like to remove some columns and add different ones. Can we have more customization on the admin side so we can add/remove fields for libraries when asked? Right now we can only choose from the given list: Title, Material Type, Shelf Location, Call Number, Patron Name, Assigned Branch, Collection. Some libraries would like to see the Loan Period Code... specifically.
5 votes -
Improve LEAP's Find Tool - Record Set management options: Quick Delete & Merge
It would be nice to add a function where you can merge multiple record sets when using the Find Tool-Record Set without having to manually go into the record set and copy records over.
Similarly, the ability to click the check boxes for multiple record sets and delete them from the results page without having to enter each individually would speed the clean up process after projects are complete.
3 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.
18 votes -
Print Holds Slips in Scanning Order During Bulk Check-In
When using Leap to process carts of new items, we need to both reassign items to different branches and print hold slips in the order the items are scanned. Currently, neither workflow works as needed. Saving an item record set causes Leap to reorder the records by title, and exporting the record set reorders them by control number. In addition, when an Excel file is used for Bulk Check In, Leap prints the hold slips in control-number order rather than scan order. This makes it very difficult to match the printed slips to the physical items on the cart.
The…
3 votes -
Add confirmation when cancelling a patron registration
When adding a new patron in Leap, you have Save and Cancel options. It would be helpful if there was a confirmation before the form closes when hitting Cancel if there is data in the form. Several times, staff have accidentally closed the form they just completed when trying to hit Save. It's not the end of the world, but it's inconvenient.
2 votes -
Embedded slideshow options
It would be nice to have options to change the background color or text color of embedded slideshows. Our library's website is dark (we are unable to change it due to city marketing guidelines) so when we embedded a slideshow, it was very difficult to read.
1 vote -
Allow hold-reset when checking an item in damaged
We often discover that an item is missing or damaged when placing the hold slip to put it on the hold shelf. When that happens, it would be really helpful if we could check it in in damaged mode from held status and be able to reset the hold for the patron. Ideally, there would be a damaged and a missing parts check-in for unattached items (without a last borrower) where we can just remove that barcode from circulation and reset the hold for the patron in one action.
7 votes -
"Undo" check ins/outs and other functions
It would be very helpful to have an "undo" button for more functions in Leap. Particularly for when you accidentally check something in/out.
12 votes -
Separate Reader Services and Reading History permissions
There is currently just one permission (Patron status: Display reader services) that controls access to both the Reader Services and Reading History tab in a patron account in Leap. This should be split into separate permissions so that staff can be granted access to Reader Services without having access to Reading History.
Our consortium policies don't allow library staff to have access to patron Reading History, so while we would love to offer the Reader Services functionality to staff, we can't do that currently without granting them access to patron Reading History. The only theoretical workaround is setting up distinct…
10 votes -
bulk change errors for item records - barcode assignment
We have experienced problems with bulk edits to item records when adding a range of barcodes. If one of the item records is open or already has a barcode, the correct barcode will not apply, but LEAP will continue applying barcodes to the rest of the list, which are all now added to the wrong item record. Ideally, could the process be updated so that barcodes will apply correctly starting with the next barcode and the next item record, skipping the open or otherwise uneditable item record AND the barcode it should be assigned? If not, we need an error…
4 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.
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.
19 votes -
Leap Login Setting: Set Default Branch to Workstation's Assigned Branch
Requested Change:
We would like to be able to configure Leap to match the Polaris Desktop Client's login behavior with regard to session branch selection. We would like it to default to the workstation's branch.Desktop Client:
When logging into the Polaris Desktop Client, the "Please select a branch for this session" dialog dropdown menu defaults to the Workstation's branch.Leap:
When logging into Leap, the "Select your Branch and Workstation" branch dropdown defaults to the User's assigned branch.Why:
At our organization, most staff are transacting in Leap on a desktop computer that is installed at a particular location.…12 votes -
Easier checkout option of unclaimed items.
At times we have unclaimed items that the patron actually already picked up. It would be great if we could checkout out these items in "unclaimed" status directly from the patron's holds page on their account. This would be easier and less opportunity for error.
10 votes -
Prevent PatronRegistrationCreate from Reusing a Postal Code Record with the Wrong County
When
PatronRegistrationCreateis configured to allow creation of new postal code entries, the API should consider an explicitly supplied COUNTY when determining whether an existing postal code record is an appropriate match.Currently, if a ZIP code, city, and state already exist in the
PostalCodestable, the API will reuse that record even when the COUNTY supplied in the registration request is different.If a county is explicitly supplied, the matching process should require the county to match in addition to ZIP code, city, and state. If no EXACT combination exists, the system should create a new postal code record…
10 votes -
De-index or filter deleted staff accounts in web system admin
In the staff client, it's possible to delete a staff user account in system administration and the account will no longer show up linked from associated records or in search results. In the Web version of System Administration (as of at least 8.0), deleted staff users continue to show up, but the username is appended with "(Deleted)." User accounts in Web SysAd can be sorted based on whether they are Enabled or not, but the search and filtering options don't allow for filtering out Deleted staff from searches. We have been on Polaris since 1998, so our Deleted staff far…
12 votes
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