336 results found
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Separating "Ready for Pick Up" and "Renewal" text notifications
It would be nice if we could separate the "holds ready for pick up" texts from the "renew" texts and be able to choose if you want one or the other or both. Customers would love to get a text for when their holds come in, but for some, the renewal texts are too much, and the pick up texts get lost in the volume. Then also, have the option to get renewals and/or pick up notices in their email.
4 votes -
Add electronic signature option to online registration
We are interested in going paperless and no longer using registration cards but we would still like to collect patron signatures. Can Leap/Polaris allow for electronic signature collection?
8 votes -
Take free days into account when recording check-in date in item history
Hi there! We just had a situation with a patron where several items they returned in the book drop on 6/30 were checked in today 7/5, however they were back-dated to accommodate for the days the library was closed and prevent fees from accruing. But upon viewing the history in Leap for each of those items, the check-in date displays as 7/5 and does NOT show the 5 days back-date, which would've been 6/30. This is very confusing and misleading, as our patron spoke to the owning library about the items and the owning library said 'New Milford checked those…
6 votes -
Add "create fee" endpoint to the API
The API currently doesn't have a way to add a fee to a patron account. The use case where we'd want this is that we use a third party for online self-registration. They offer t he ability to differentiate between resident and non-resident accounts, but to use the non-resident option, we'd need to have a fee added when the account was created.
4 votes -
Patron reminder for upcoming address check
Have a reminder for patrons via TXT, email, telephony, mail-whatever their preference is, to remind them about their upcoming address check. Many patrons do not bring something with their current address with them when they come to the library to grab a book. This could be helpful for both staff and the patrons.
7 votes -
reading history
Reading history improvements, allow for more then 9,999 and allow reading history to be searchable on staff and patron side.
13 votes -
Export all ILL request from every branch location at once
Idea Value:
In Circulation Request Manager include the option to be able to export every ILL Request from every branch location at once. Libraries will benefit from having the export all ILL Requests option, being able to retrieve all ILLs at once, instead of having to select each branch individually and right-click to export each item.7 votes -
Set max limit of holds by material type
Being able to set a max limit on the number of holds by material type (or Collection) would be beneficial for items that are perpetually popular but additional copies cannot be purchased.
I.e. Museum passes - 500 bib level holds limit
this would also help to ensure hold request does not lapse due to long wait times11 votes -
Add visual customizations to Leap
The Polaris Leap login screen consists of two text fields, a button, and a low resolution PNG floating upon an ocean of #CCCCCC. It is, in a word, boring. There are no easy customization options offered that allow a library to give it the look and feel that they want, save for one option that will change the colour of the menu bar. Now, granted, if you have a staff member with some web coding knowledge, they can modify the Leap CSS and replace some images to give things a spruce up. Five lines of code and a fresh image…
27 votes -
Provide direct link to item record from hold request in Leap
It's currently very easy to see handling details for received INN-Reach and Item level local holds in hold shelf status from the hold request in Leap (by clicking Satisfied By). In these cases, only the item that has filled the request appears. It is NOT at all easy to get to these details for other hold shelf and hold in transit items that originated with a bib-level hold request. When clicking Satisfied By for these requests, you see all items attached to the bib record plus their activity, requiring add'l detective work to narrow down the specific copy that filled…
12 votes -
Stop Hold being Trapped that Cannot be Checked Out by Material Type Limit of Zero
I propose that if the patron limitation is zero for a material type check out then the item will not be trapped for the patron. They will stay on the top of the holds list until an item that does not have a material type of zero for that patron type is checked in and trapped. Thus making the material type check out limit of zero a true material type block.
Background:
When placing bib holds sometimes items on that bib will have different material types. These different material types will sometimes have limitations on the amount that can be…7 votes -
Improve Leap Offline by not relying on saved data in the browser cache
Some libraries use tools like Deep Freeze (that discard any changes to previous work sessions) or manage settings so that browser caches are cleared when closed or when the user logs out. Since Leap Offline stores data transactions in the browser cache, anything that is not uploaded to the database will be lost in such occurrences.
40 votes -
Set a maximum allowed price for items
The item price field allows for high values to be entered into it. Which means things like item barcodes or ISBN numbers can set the price of an item in the billions. This incorrect price can then appear in places like "you saved" receipts for patrons and on other reports that are then difficult to correct.
In addition to offering the ability to set the maximum price, I think this feature should be enabled by default with a price of $9,999 and then a record set should be created at upgrade time for staff to review for any titles that…
28 votes -
Improve sort and printing options for Picklist Processing
Picklist is great - unless you are a large location that needs to distribute the list among several staff and do not have devices for everyone. Currently in staff client, we can sort multiple columns - example, by Collection then by call number within collection, then hide unwanted columns, print and distribute pages among multiple staff. You can only sort 1x in Leap and then there is a lot of white space, etc. which results in paper waste. It would be great to have the ability to fine sort, hide columns and headers when printing Picklist. Without that, staff will…
28 votes -
API to Update Bibliographic Records
I'm specifically looking for a great integration between the cataloging tool BTCat and Polaris.
Libraries use tools like BTCat and Skyriver to search for new bib records and update/edit existing records. After making changes, the records currently have to be exported from the cataloging software, then imported into Polaris. These tools have the ability to "push" records into other ILS systems, skipping the need for a manual export/import of records. Adding this functionality would aid libraries in transitioning away from the Polaris desktop client (as bibliographic editing in Leap is a tedious process, at best).
20 votes -
More match point for POLIs with on-order item templates (including Item Template ID)
We would like the ability to match POLIs with on-order item templates on more data points, specifically shelf location, statistical code, and call number prefix. I expect that this means there would need to be extra fields to enter the POLI, and that would work out fine if that enabled the item records to be created accurately.
Our libraries use different shelf locations, statistical codes, and call number prefixes for items within the same collection. When placing an order, items are created from the on-order item templates, and only match on 3 data points: assigned branch, collection, and material type.…
34 votes -
Transitioning claims returned to Lost after a set time and adding a bill
We would like to have to option for claims returned items to automatically go to Lost after a set time and adding bill to the patron.
Idea Value
This would take out the manual process of chasing up items that have been put to claims returned/never had.10 votes -
Add Custom Data Fields to Item Records
Patron records have 5 UDFs and 10 Custom Data Fields – item records have none of these. As a result, many libraries end up doing some weird stuff with the Name of Piece and Temporary Shelf Location. This idea would add 10 or so custom item record fields that libraries can choose how they would like to use.
Ideally, fields would be capable of multiple data types including freetext, Boolean, date, or numeric. In a perfect world, it could also support a drop down list like the UDFs! The fields would also be searchable in the find tool, just like…
17 votes -
Improve functionality of credits on patron accounts
We had a staff member let us know that they had a credit on their personal account and they found the process of dealing with the credit to be a little frustrating. The credit did not automatically apply to their other fees and there was no way for them (as a patron) to tell the system to apply the credits. The only option was for the patron to get in touch with staff to have this taken care of. This would give the patrons more flexibility for managing their account.
It might be nice to provide more options for how…
5 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.
11 votes
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