683 results found
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Add save option to "close without saving" pop-up
In Leap, when item or bib records are closed after edits have been made, the warning pop-up the options are to close without saving or to cancel the close action. In the client, (and in Leap patron records) the pop-up includes an option to save & close, which is probably the intended action most of the time.
Having to click to cancel the close, then click to save, then click to close again, is a lot of extra steps.29 votes -
hard code phone number format
Hard-code phone number format in LEAP. This will ensure all phone numbers are input in a uniform manner making searching easier and more accurate
20 votes -
Reminder to refresh bib workform after editing in compare tool
Because edits can be made on a bib from the compare tool while the bib workform is open and unlocked, it would be helpful to have a reminder to staff to refresh the bib workform if they return to it. When staff are working with multiple bibs, it is easy to forget that a refresh is needed before making additional edits. Saving in the bib workform can result in losing the edits made in the compare tool.
Ideally a pop-up or a highlighted refresh button would only show up if edits had been made to the bib elsewhere. This could…12 votes -
Add the ability to edit the 008 field directly instead of having to open the editing box
In Leap, when you edit the 008 field by typing in the field directly, instead of opening the editing box, the position of the subfields is corrupted. The ability to edit the 008 field directly works correctly in the Client, and is an important, time-saving feature. Common edits include adding an 'a' for illustrations in position 18 or adding a second date in positions 11-14.
2 votesClarification on the enhancement: the 008 field is currently editable without expanding and using the drop downs.
The enhancement is to no longer require you to remove the character that is in the 008 field to replace it.
For example: if you have a blank space in position 23 the enhancement would allow you to type "b" without having to highlight the space to replace it, or delete the space after typing your desired value.
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Add POLI record ID to header (Leap)
Currently the POLI record ID is only visible as part of the url in the browser. It would help staff to more easily differentiate between multiple POLIs for the same title if the unique ID was included in the POLI header and as a column in the PO.
14 votes -
delete all permission groups from staff account
It would be helpful to be able to select all permission groups in a staff account and delete from PolarisSA. This exists in the client. When a staff member changes positions, we copy the new set of permission groups from an existing account, but first we delete all their existing permissions in case they have something they will no longer need. In PolarisSA, this requires deleting each permission group individually.
11 votes -
Add Date to Dated Note in Search Results, Simply Reports, etc.
We'd like to see the date of dated notes be displayed on search results, in a record set, and also available as criteria in a Simply Report search. We'd like to use this tool for things like specific waiver expiration dates that do not coincide with patron expiration dates, among other things. By displaying the date in the search results we'll be able to quickly take a bulk action based on dates.
11 votes -
Polaris Leap: Popup/Prompt for Patron Blocks
Currently, in the desktop client, when opening a checkout window and entering a patron's barcode, if the selected patron has blocks, a window pops up and prompts the user to continue or cancel the interaction. This is not present in the checkout workflow in Polaris Leap, so it is possible for circulation staff to miss important information if they do not open the "Blocks" button before every interaction. Is it possible for an optional feature to be added to notify circulation staff about patron blocks before a transaction?
21 votes -
Allow Patron Merge Directly From Duplicate Patron Records Pop-Up
Currently, Leap will surface any potential duplicate accounts when you go to save a patron record based on the configured criteria. Unfortunately, it's not particularly actionable and, while it is nice that you can click the other account names to pull up the full record, it requires a lot of back and forth to confirm information on one account or another before performing an independent Merge action... which is to say that most staff aren't likely to perform an account merge in the moment and probably won't come back to it later... I think this could be remedied by allowing…
11 votes -
split screen in patron record fix
There are times when staff will have a split screen when working in a patron account (ex: puling patron account info to fill out a separate form), but with how the screen looks in that function, it can be difficult to navigate. Particularly because the left hand menu gets interlaid over the information fields. Ideally, the image on the screen would adjust with the size of the screen- allowing for a (smaller version) of the full screen to be viewable or at least the ability to scroll over or down more easily.
5 votes -
Include Hold Bulk Change in Background Processing
Polaris 8.1 introduced Bulk Changs within the Request Manager. However, when a bulk change is made, the only verification the user receives is a message that tells the user how many holds were changed. It would be beneficial (and would follow Polaris' bulk change practices) to include the results in the Background Processing function.
14 votes -
Edit selfcheck material type table by org
While Selfcheck Item Blocks, Patron Blocks, and the Patron/Material Type table rules can be edited and applied at any organizational level, the Selfcheck Material Types table appears to only be editable from the system level. In the PolarisSA, it is only available at the system level. In the client, it can be edited from any org, but the changes apply across the system. This is an area where there are likely to be different requirements at the library or even branch level, it would be very helpful to be able to adjust it as needed.
17 votes -
Leap Reports & Notices: Add exporting in Excel
Currently, the new Reports & Notices inside Leap works great, except that it will only export to PDF.
Now, you can change the URL manually, swapping out PDF for EXCEL, but that's 1. a little tedious and 2. a little confusing for some of our staff.
It would be better if, like the staff client and SSRS, there was an option to select which format you want the report in.
17 votes -
Pick list prioritization based on floating load limits
Enable the pick list to prioritize filling holds in floating collections from branches where the number of items on the shelf at that location is the highest and/or over the load limit for that collection.
14 votes -
Leap: Keep cursor focus in barcode box after receipt print OR tie RFID to different shortcut
Currently, when checking in, if you have the barcode box selected, you can click Enter on the keyboard to RFID scan. But, when you have to print a receipt, even if you click Enter to just choose yes, the focus doesn't go back to the barcode box so you have to mouse back over.
This is a minor but constant annoyance. In the desktop staff client, F9 was the keyboard shortcut to trigger RFID scans, so it didn't matter what part of the app was in focus.
6 votes -
Preview Bib for SHR and Hold creation
It would be useful if Leap had an equivalent for the following client functionality:
Right click on bib search results to see a preview of the record. This is a time-saver when creating new serial holdings records and when placing holds in cases where titles may be similar.10 votes -
Add temporary shelf location to PAPI
BibHoldingsGet, SynchItemsByBibIDGet, and SynchItemByIDGet all return the shelf location of an item, but not the temporary shelf location.
5 votes -
6 votes
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Holds Un-Claimed Blocking Threshold
Blocking a patron from being able to place holds when holds unclaimed reaches a set limit/threshold within 6 months would be beneficial. There is a great deal of staff time and financial resources that gets wasted when items on hold shelves never get picked up and checked out. The block could auto-clear after a set time period.
8 votes -
LEAP: Supplier Record Reminder - Needed for Miscellaneous-Type Invoices
Miscellaneous invoices are created and used to pay for materials that are not linked to bib records. These invoices always need to have a Supplier record chosen for our finance purposes. Misc. invoices can be saved and payed without a supplier, however, Polaris always gave a reminder prompt if one is not chosen. In LEAP there is no reminder. We would like the same prompt to be added to LEAP. Making these invoices happens infrequently for some staff, so the reminder is helpful.
9 votes
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