218 results found
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Unrelease a PO in Leap
Acquisitions staff would like the ability to un-release a purchase order. Currently, once a purchase order is released, you are unable to go back and make any changes if you realize you made a mistake. Instead, acquisitions staff are having to delete the entire PO and start a new one from scratch.
34 votes -
Show branch and barcode for item-level holds in Leap
Our Cataloging staff frequently have to place item-level holds on multiple items from the same bib record when making updates to the collection. Currently in Leap, these holds display in the patron's account with only the title, format, and call number. From this information it is impossible to tell which specific items have been placed on hold. Including the barcode and the assigned branch of the item would make it easier to tell different item-level holds apart when the items all have the same title.
24 votes -
Save collection and fund when adding segments to purchase order line items in Leap
Currently, when adding segments to a purchase order line item in Leap, the collection and fund reset whenever a new destination is selected. Since we are frequently adding multiple segments with the same collection and fund but different destinations, this forces acquisitions staff to have to scroll down and select the correct collection and fund for each segment. If the first selection of collection and fund "stuck" for each purchase order line item, it would be much faster to add multiple segments for items going to different destinations.
36 votes -
View recent search history in Leap find tool
It would be great to have an option to go back and view recent search history or search results in the find tool in Leap. I often close out of a search too soon and realize I need to go back for more information, or realize that I actually had the results I needed two searches ago.
Being able to quickly view recent search results rather than constructing the whole search again would save a lot of time.78 votes -
Enter tax and discounts on invoices as an amount rather than a percentage in LEAP
In the Polaris client, we have the ability to enter taxes and discounts on invoices as a dollar amount. In Leap there is no way to do this and taxes and discounts can only be entered as a percentage. Many of our vendors list taxes and discounts as a dollar amount on the invoice, it would be much simpler to be able to enter in those numbers directly rather than trying to calculate the correct percentage. Our Acquisitions staff have been entering and paying invoices in Polaris client rather than in Leap solely for this reason.
This would save our…
18 votes -
Include the PatronRegistration field "CollectionExempt" in a PAPI response.
In a PAPI response, include the field "CollectionExempt" found in the PatronRegistration record. Likely PAPI candidate is the PatronBasicDataGet response.
4 votes -
Full support for emoji in Polaris Label Manager
Many libraries like to call attention to their genre fiction through the use of spine label stickers and icons. For instance, science fiction items may feature an image of a grey alien, mysteries have a magnifying glass or a skull and crossbones, and westerns use a cowboy or a horse or something similar. The thing is, there's no reason a library couldn't print the icons on the spine labels themselves using emoji.
👽 = Science Fiction
🐴 = Western
💀 = Mystery
🦄 = Fantasy
🏰 = Historical Fiction
And so on. However, the Polaris Label Manager barely supports any…
48 votes -
Polaris API Making Lists Sortable By Title
A customer contacted us recently and asked if we could possibly add a feature where lists can be sorted alphabetically by title. Since this functionality isn't currently available in the API, I wonder if it could be added?
Mark W. Jarrell
mjarrell@richlandlibrary.com
Web Applications Developer | Richland Library
1431 Assembly St. | Columbia, SC 29201
Access Freely at RichlandLibrary.com.9 votes -
Automate lost card number request via email option in PAC
Automate lost barcode number requests. The simple way to achieve this is to offer this option below "Forgot your password" on the PAC login screen. The user clicks this and is asked to enter in the email address connected to the account in addition to first and last name. The patron associated with that name and email address would receive an email with the barcode. If the patron does not have an email on the account, or the wrong email address is entered, the user receives an error message.
Idea Value
This would save staff time in person and on…10 votes -
Purge Settings for Report Files in SimplyReports
We'd like added the ability to purge report downloads from SimplyReports that are sitting in user folders. This would include deleting ad hoc report, scheduled report, and saved report extracts from their respective user folders after a specified number of days.
Currently these settings are listed under the Admin section of SimplyReports, but we only found out recently there is no process tied to the settings. We'd like to see this functionality built. Details about their unavailability can be found in the SimplyReports help article "Set the general application defaults" (bottom).
Idea Value
We have several users with years of…16 votes -
Remove Branch Requirement from Patron Bulk Change
Allow bulk change to all fields in the bulk change workform when the record set contains patrons from more than one registered branch. Currently, the system requires that a single registration branch must be applied to the patron records before changing the patron code and/or the library assigned blocks. These values are set at the branch level; however, most libraries use consistent patron codes and blocks across branches.
This was previously submitted in the old enhancement process:
"Bulk changing a patron code requires the selection of a registered branch. We request that this requirement be suppressed if all branches can…
12 votes -
Printing and Exporting Reading History in the Polaris
We have had several library members ask why there are not capable of printing their reading history from their account in Polaris. It would be great if there was a print button at the top of their reading history. Can this be be added?
Idea Value
Very helpful for the elderly. They prefer a hard copy and/or have to wait for a family member to visit to show them their reading history.39 votes -
Custom columns in record sets
To have the ability to choose what columns are used in record sets. This would be useful for daily inventory of items that we would need to know the due dates or other values. Currently, record sets are locked into a standard set of columns, some of which, most of us have no use for.
Idea Value
This would be a major time saver when analyzing inventory and statistics.61 votes -
Easy link to item and bib details when using New Hold function in Leap Holds view
I love the New Holds function in Leap. It makes it easy to place lots of holds for a customer in a single session when you know exact info and they are fine getting it later. With this feature though, you have no way to easily see WHERE copies of a title are or what their status is or details about WHAT you are placing a hold on. It would be great if there was a way to link to or preview bib info and item details (such as circ status and location) so you know if you even need…
8 votes -
Display Last Activity Date in Item Records
While Leap Item Record views are pretty robust, they often lack a very critical piece of information - Last Activity Date. Modification and Creation date display in Properties but Last Activity Date is not displayed. While it can sometimes be found in the History view, this is not always the case. Sometimes History is empty in Leap. We reference Last Activity date in the staff client on a regular basis and need ready access to that same information in Leap
Idea Value
Last Activity date and info can be helpful for collection evaluation and in tracking down items.12 votes -
Web Admin - PAPI Key Management Permissions
With 7.1, Polaris administrative settings can now be accessed on the web, which includes PAPI Key Management. However, the PAPI keys can be accessed and changed today by anyone with the permission 'Access Administration - Allow' (which gives basic access to system admin settings).
We give some of our staff access to admin settings, for activities like adding workstations and updating branch hours. As it stands these users can access and change the API settings through web-admin, but they should be secured so only systems administrators have access. This will be barrier for us sharing web-admin with our staff in…
8 votes -
Select multiple branches more easily in LEAP find tool.
In the Find Tool, allow users to filter by a library organization's branches by selecting a library 'quick pick' option. This would eliminate the need for a system used by multiple libraries to click each branch associated with their organization.
Idea Value
In the Find Tool, in order to filter a search for an item with an assigned branch within our library organization, we are required to select the checkbox next to each branch from the drop-down menu. We have over 20 branches, which makes the filter cumbersome. We would like to be able to select all of our branches…40 votes -
Prevent Modification Date Setting on New Bib Records
I realized recently that all our bibliographic records have the Modification Date populated, even new records. It turns out that the process of creating the record will update the Modification Date due to an aspect of the process. This doesn't seem part of the intended design, so it would make sense to correct the process to stop adding a Modification Date entry.
Idea Value
This may cause confusion for staff working with bib records, and in general it's not good from a record metadata quality perspective to have misleading modification details. It can be filtered around in queries (the modifier…19 votes
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