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ILS - Polaris

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  1. The Leap Picklist has the option to filter the results by collection and other values to limit the display to a manageable number. However when you interact with one of the results such as marking it as Located, you lose the filtering. The desired improvement would be to maintain the filter as actions are taken until you clear the filter.

    27 votes

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  2. Requested Change:
    We would like to be able to configure Leap to match the Polaris Desktop Client's login behavior with regard to session branch selection. We would like it to default to the workstation's branch.

    Desktop Client:
    When logging into the Polaris Desktop Client, the "Please select a branch for this session" dialog dropdown menu defaults to the Workstation's branch.

    Leap:
    When logging into Leap, the "Select your Branch and Workstation" branch dropdown defaults to the User's assigned branch.

    Why:
    At our organization, most staff are transacting in Leap on a desktop computer that is installed at a particular location.…

    16 votes

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  3. At times we have unclaimed items that the patron actually already picked up. It would be great if we could checkout out these items in "unclaimed" status directly from the patron's holds page on their account. This would be easier and less opportunity for error.

    14 votes

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  4. When PatronRegistrationCreate is configured to allow creation of new postal code entries, the API should consider an explicitly supplied COUNTY when determining whether an existing postal code record is an appropriate match.

    Currently, if a ZIP code, city, and state already exist in the PostalCodes table, the API will reuse that record even when the COUNTY supplied in the registration request is different.

    If a county is explicitly supplied, the matching process should require the county to match in addition to ZIP code, city, and state. If no EXACT combination exists, the system should create a new postal code record…

    14 votes

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  5. Can development add a navigation option when someone has an item workform open on the All Items tab of the bibliographic workform to allow moving between item workforms without needing to close and manually open the next item?
    One of the sticking points for technical services staff to adopt Leap is not being able to quickly navigate between item workforms to update barcodes while cataloging. In the desktop client, staff are able to use the View navigation options. Our current guidance is to use Bulk Change if the same revision needs to be made to multiple items or to use…

    19 votes

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  6. For floating collections items, enable LEAP to check the load limit and send away the item if the limit has been reached when checking in ANY floating collections item at ANY floating-enabled branch, even when the item in question is currently assigned to the branch where the item is being checked in. Not doing this for items being checked in at their currently assigned location leads to the need for manual rebalancing to keep collections from overflowing at a particular location. The load limits and automatic rebalancing should work for all floating item and location combos.

    9 votes

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  7. It would be useful to have a "Mark Item Missing" selection available in the "Actions" menu for Item Records. Not only would this be more convenient for staff who are unable to locate an Item that was not on the Picklist than navigating to the Details page and manually changing the status there, but hopefully this could be implemented in such a way that staff don't need the Item Records - Modify Header - Cataloging permission just to mark an Item Missing.

    33 votes

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  8. It would be nice to be able to add an image to a MARC record in Polaris that will show up in the PAC. We once used Verso as our ILS and they had the option to add image paths using 856 electronic and access field. Images often do not accompany records (particularly with DVDs) and our front page content carousel ends up looking sparse and ugly due to lack of images.

    7 votes

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  9. We would like to see Elavon added as an vendor for ExpressCheck payments. Currently, because it is not an available vendor, we cannot customize our fees on our self-check machines.

    1 vote

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  10. When adding barcodes in bulk, there is an option for "use system assigned barcodes." Our barcodes are 13 digits; CODABAR, with start-stop codes, and a check digit. This is not currently supported, and I would like to have that option so staff don't need to scan each barcode individually. It's really frustrating to not be able to use one of the features we were excited about.

    6 votes

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  11. We would like the ability to set one number of days for an item to remain held if other holds are attached to the same bib record and a second setting to set a number of days for an item to remain held if no holds are attached. This would allow high-demand items with waiting lists to move more quickly through patrons, while at the same time keep low-demand items on hold shelves for longer, increasing the rate at which they get picked up and borrowed.

    Right now, we hold items for 7 days. For a popular title, that adds…

    10 votes

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  12. When you open a bib or item record, the header takes up about half the screen (with a slider bar if the record is long). For staff going in to edit the item details tab or the bib MARC tab, they no longer need to keep seeing all the header info. It would be useful if the field with the editable data were in a horizontal split screen or divide that could be slid up to minimize the header and expand the editable space.

    19 votes

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  13. In some cases, we would like to monitor the items we have ordered. If these items can be loaded into an Item Record Set, it would make them easier to access and track.

    In Polaris, users can add items from a released Purchase Order (PO) to an Item Record Set.

    Is there a similar function available in LEAP?

    14 votes

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  14. The current fields displayed in the Items tab of a bibliographic record aren't always sufficient for our needs. For example, displaying the Copy or Volume field would be extremely helpful for encyclopedias, yearbooks, or other continuing resources with multiple distinct copies on the same record.

    15 votes

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  15. Create the ability to default to view-only when opening bib records and item records in LEAP. It is a major issue for acquisitions and cataloging staff importing MARC files or doing bulk edits to item records when someone else with edit permissions is just looking at a title or copy. The specific record affected doesn't even pop-up to let you know about it, instead you have to go check a separate report. For the MARC import report, that means a very long report to have to scan through each time. Having the default view be view-only, and requiring staff to…

    29 votes

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  16. When the patron duplicate detection box pops up showing possible duplicate patrons, the box is rather small. Could the box be full screen so you can see the duplicate patron details better? We often have to review duplicates and the larger box would help our workflow.

    8 votes

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  17. Create a new permission that we can give to different groups, allowing them to check-in a withdrawn item record by clicking through the pop-up. Default to NOT allow clicking through the pop-up. This will make it much easier for us to manage withdrawn items centrally.

    8 votes

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  18. Enhance the Polaris API HoldRequestGetList endpoint to include the assigned PickupAreaID and PickupArea for each hold, and add support for an optional pickuareaid query parameter. Polaris introduced Pickup Areas in version 7.5 to let libraries define multiple pickup points inside a single branch, such as lockers, curbside locations, drive‑through windows, or other specialized service points. Pickup areas were created to avoid the need to create extra branches and to support the increasing use of lockers and flexible pickup workflows. However, HoldRequestGetList does not return the Pickup Area, which means an integration cannot determine where a hold is supposed to be…

    8 votes

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  19. Currently when libraries in our consortium lend an ILL item to other libraries that are not part of our consortium, part of our process is checking out the item in a patron account in Leap -- for tracking the status of the item, for statistics, and to make use of the ILS notices functions.

    We do not want Overdue notices to go to those other libraries, but we would want Billing notices to go to them when appropriate. There are also a few other specific situations (some children's groups, some institutional/organizational patrons) where we would prefer to skip Overdue notices…

    7 votes

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  20. It would be helpful to have automatic renewals separate from all renewals when running circulation statistical reports at the patron stat class and item collection code level.

    11 votes

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