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  1. When inputting information for an ILL request for a patron, our ILL clerk would like there to be a field where she can input the OCLC number of the item she is wanting directly into the hold request. That way when she exports the request, it will directly sync with the item she wants, without having to use ISBN.

    4 votes

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  2. If you are adjusting the column settings for Leap, the list of available options is not in alphabetical order. This makes it easier to overlook what options might be available to select.

    As a former page, please put this in alphabetical order OR make the list filterable/searchable.

    25 votes

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  3. It would be nice to be able to add captcha (or something similar) as added protection to Self-Registration through the PAC. It would ensure that a human is actually entering the information on the other end rather than a bot. An uptick of suspicious registrations is eating into valuable staff time and we would like to be able to add a layer of protection to our Self-Registration process.

    9 votes

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  4. When a serial holdings record includes a pattern for a completely irregular issue, and the only chronology date on the issue is the year, the chronology day and month chosen when the publication pattern was set up is used for all following issues checked in using that pattern. The ability to manually adjust the chronology date would be very helpful, and would ensure that issues display in the correct order.

    In the attached image, the expected date shows the date that the issue was actually received. However, because the chronology date for the first completely irregular issue we received was…

    3 votes

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  5. When we create a weeding record set, before sending it to the approval dashboard for review, we'd like to have a way to mark items in the set as "not found" or some other indication that the item is not on the shelf. Right now we can update items individually to another status (missing for example) or remove them from the record set. We would like the ability streamline this and mark the item directly in the weeding record set.

    This is similar to these ideas: https://ideas.iii.com/forums/951742-ils-polaris/suggestions/48218423-weeding-record-sets-need-to-have-picklist-function

    https://ideas.iii.com/forums/951742-ils-polaris/suggestions/47533493-weeding-record-set-functionality

    6 votes

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  6. I don't know if this is already planned for a future version; I didn't see it on the current roadmap, though. It's really important for cataloguers that they be able to save a bib record without having to make a change first, particularly for provisional bib records. The only way to make a provisional record become final is to resave it, and currently, Leap requires you to make a change in any bib record before saving it. I know the duplicate detection without saving is now available, and that's a great feature - but allowing at least provisional bib records…

    18 votes

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  7. Currently, the only way to view pending holds for pickup at other libraries in Request Manager is in the Polaris Client. We would like this brought over to Leap. This idea would make the Request Manager in Leap and the client equal in terms of capabilities.

    21 votes

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  8. It would be wonderful to be able to customize keyboard shortcuts per user.

    I don't typically use 90% of Polaris features, and the other 10% I use very frequently, and most of those features don't have any hotkeys associated with them.

    6 votes

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  9. When searching by ILL-Request in Leap for a specific date range, I would like to be able to Shift + Click to highlight and add to a record set to perform a bulk delete.

    5 votes

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  10. We would like to be able to share the reports we save in My Reports in Simply Reports. That way multiple people have the ability to run a report with the exact same parameters without having to share the very long list of parameters.

    12 votes

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  11. When checking out in LEAP, staff would like it to be more obvious when a patron has blocks on their account. Especially when the blocks would stop the patron from checking out items. Currently, from the patron checkout page, there is a small padlock and "BLOCKS" in red text, which is too subtle for some staff.

    This can be inconvenient for staff and the patron because they scan several items only to realize the patron is blocked after scanning all the items.

    Staff would like the block indicator to be more obvious, something like setting the Patron header div to…

    8 votes

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  12. Add a Transmission Method of 'E-Mail' when creating an invoice. The current options are Paper, Fax, and Electronic. Many vendors now send invoices by E-Mail, not the US Postal Service. Invoices created by EDI transmissions are tagged as 'Electronic' as they should be, even if the vendor emails the invoice to us. What I would like to do is be able to identify an invoice that was emailed to us by a non-EDI vendor. I know it's technically a paper invoice once I print it; but it was received by email and should be identified as such.

    3 votes

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  13. Please make it possible for offline Leap to display the patron name when their barcode is scanned for an offline checkout. This is available in toolbar offline, and I'm sure it would be tricky to configure, since Leap is browser-based, but we just used Leap offline for the first time during our latest upgrade, and the biggest comment I've received is the lack of the patron name during checkout.

    17 votes

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  14. A way to provide additional toasts in Leap when receiving items would be useful for particular alerts about items. This would be especially useful for processing notes when items are received.

    6 votes

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  15. We have found it hard to work with the Current and Recent workfrom menu when working with lots of Patron Records, or more commonly, Duplicate Patron Records.

    Names work, but when names are similar or the same it can be hard to figure out which records are which.
    Sometimes staff are working with Barcodes as a reference vs. patron names.

    It would be nice to have a subtext under the Patrons name in the Current and Recent workform list that shows the last 4 digits or the full barcode underneath the patron name.

    I have 2 images attached that demonstrates…

    9 votes

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  16. When looking at the Serial Check in card, it would be helpful to have some sort of indication that a note has been added to a specific issue.

    2 votes

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  17. Currently, if I want to add series information for a book in the item record when I link it, I would need to put it in the volume field. It'd be nice if there was an easy way to indicate if a book is part of a series and where it falls in the series without it creating a super long call number. Series info isn't standardized when it comes from publishers and isn't always included in the MARC record. This does make a difference for my patrons to know if a book is part of a series and would…

    16 votes

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  18. It seems unnecessary to force the Polaris Username field to begin with a letter. We would love for the Username field to have the ability to begin with any character.

    3 votes

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  19. Although there are current options for purging patron IDs from circ transactions, and deleting account transactions, there are some gaps with removing PII (personally identifiable information) we'd like to see addressed.

    We'd like the option to purge patron IDs from non-circ transactions (incl. patron account history and record history). We'd also like the option to manage patron details on any other tables where history may be maintained after a patron record is deleted (e.g. Notification History, DeletedPatrons, DeletedPatronAccounts, kwmssg, and offline and InnReach process tables). It would also be ideal to have a plan for removing any CNV tables (from…

    14 votes

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  20. Currently, if I am checking a hold to a patron, there is a pop-up letting me know there are holds to check out. I would like that to not pop-up if the barcode I have scanned is one of the holds I am currently checking out. It is fine if it's not one of the holds, or the hold is at another location, but it is frustrating when I already have the holds in front of me.

    18 votes

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