683 results found
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Find Tool Customization
Currently there are a lot of search options that many of our staff do not use within the search tool. I would love a way to customize this per user either to have favorites that float to the top or a way to suppress options that can still be quickly revealed for those extra rare use cases.
25 votes -
Include format in bib record header
Please add the format to the information presented in the header section of a bib record.
19 votes -
Record set ID as column in Find Tool results
Identifying the correct record set from Find Tool results would be easier if the record set ID was an optional column.
11 votes -
Record set filtering by column
The search/filter functionality in a record set could be improved by providing the option of applying it to a selected column instead of to all the columns.
12 votes -
LEAP - Ability to edit invoice header charges
The functionality to edit fund or charge type in header charges would help streamline acquisitions workflows. At this time, we have to delete and redo the charge when we only want to update the fund, creating more room for error.
14 votes -
Add Item Mat Type to Bib scoping in Find Tool (Leap)
In the client a bib search can be filtered by Item Material Type. This would be useful in Leap.
19 votes -
Improve Toast management
Toast messages can sometimes be difficult to catch if they fade too quickly or can get in the way if they accumulate on the screen. It would help if the toast appeared, then was reduced to a smaller indicator that could be cleared. Aso allow staff to open the history of toasts for their current session, so they can refind a message once they have finished what they were doing.
9 votes -
Inventory to update item status
I would like to have the option for items being inventoried, if they have an anomalous status, to have those items go to a status of IN. Of course, we would rather not do that for damaged items, etc., so the ability to decide which statuses would be updated to IN, such as missing, would be essential.
13 votes -
Option to sort "recent" records
Option to sort list of recent/current records with most recently opened at top instead of bottom.
13 votes -
We would like to have our Tech Logic Inventory Wand connect directly Leap to do a live inventory. Instead of uploading a file.
Right now we take our want out into the stacks and run it with the Tech Logic software on the laptop. Once we are done with the section we want to inventory, we then save and upload a document to Polaris or Simply Reports to update our materials with the new inventory date. It would be nice to have our Inventory Wand link directly to Leap and update the inventory date live in our system and cut out the middle step of saving and uploading the file.
5 votesWe are adding a PAPI endpoint to allow vendors to update the inventory date on items in Polaris 8.2.
TechLogic has already been in contact with me about connection to the API. There may be some work on their end needed to consume this endpoint, but the infrastructure to support this will be in Polaris with Polaris 8.2.
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bib bulk change from find results
It would be useful to have the bulk change option in the Find Tool for bibs, like the existing functionality for items.
15 votes -
Waive fines/fees during youth to adult transition process
Allow the option to waive fines/fees when youths are transitioned to adults in automatically in Polaris 8.0. We do not want to have the new adults be responsible for a balance that was charged to them as minors.
3 votes -
Advance Additional Hold Requests Through RTF Sequences
When multiple hold requests exist for the same title, Polaris may keep all of the requests in the same Holds Request to Fill Routing Sequence as long as a single eligible item remains available in that sequence. This can occur even AFTER one item has already been identified to fill the requests.
As a result, the remaining requests may wait through the full primary and secondary routing periods before reaching the tertiary sequence, even though other libraries have available items that could fill them immediately. Depending on the configured days-at-branch settings, this can unnecessarily delay requests.
Polaris should evaluate each…
12 votes -
Link from POLI to INLI (Leap)
Direct links from a POLI to it's invoice line item would be helpful and match client functionality. Linking to an invoice that may have many line items requires more scrolling and double checking.
16 votes -
Ability to prioritize hold requests to be filled by a branch that has multiple copies of the requested title
Currently, if a customer places a request, it will go through the list of branches as we have them prioritized currently. It may try to pull a hold from a branch that has only one copy while another branch has five on their shelf. I would like to be able to prioritize those branches with more copies for two reasons. First, it can help us to distribute titles more evenly through our use of the floating function. And second, it can help fulfill a hold more quickly. If a branch has more copies of a title, it is likely that…
18 votes -
Option to directly edit fixed fields
The workform for viewing/editing fixed field data is useful in some cases, there are times when experienced cataloguers would find it faster and easier to have the option edit those lines directly.
14 votes -
Retain load-all after making changes in a record set
Provide an option to retain the load-all after making changes in a record set. Currently if you load all, then make a change, it reloads the limited set of records.
20 votes -
Apply sort to all records in record set
Just as bulk change applies to all the records in a record set (whether they are all loaded or not), sorting should apply to all the records, not just the ones that are initially loaded.
23 votes -
Allow staff to add supplier records without allowing them to modify the Postal Codes table
When staff add Supplier records, they currently are required to have the "Modify Postal Address Fields" permission. This means that they can add any postal code/city combination into the address and, if it is not already in the Postal Codes table, it will automatically be added there. This allows staff to add incorrect data into the Postal Codes table, which then allows circulation staff to accidentally select those options when adding new patron accounts. We would like to see Supplier records have the same option as Patron records, where we can lock staff down so that they can only select…
12 votes -
Save and Action items in bib MARC workform (Leap)
The MARC views for most full bib records are longer than the screen and require scrolling when editing. It would be helpful if the Save (and other important actions) either stayed available at the top of the page (as they do in the compare tool) or were repeated at the bottom of the record. This would save having to scroll back to the top of the record to select Save, Duplicate Check, etc.
21 votes
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