701 results found
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Add 'Patron Record is Secured' to Report Output Column in Patron List Reports
Add 'Patron Record is Secured' to Report Output Column in Patron List Reports in Simply Reports. Available as a Patron Miscellaneous Filter but not as an output.
11 votesSecured patrons are patrons with a record status = 3. It is possible through SimplyReports content administration to add the RecordStatusID column from the Patrons table to the list of output columns.
I'm putting this idea under review because the RecordStatusID isn't exactly what was requested here. But I wanted to share that it may provide a workaround.
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Option to Post Holdings to OCLC
In Sirsi, there was a quick option to post holdings to OCLC (for ILL holdings). In Polaris, we have to use OCLC Connexion and post the holding there for each item that is not automatic (like items from Ingram). This is not ideal, as it takes more steps to log into Connexion and find a good record (when we are already locating the record once from a remote database when we add the record in LEAP). It would be nice if there was an option to click to post the holding while cleaning up the record.
7 votes -
Configuration for Patron Fields to Copy
When creating multiple records for a family, our staff often copy the patron record when creating the next. Unfortunately, they sometimes changes some needed fields when copying. It would be great to be able to configure what fields are copied in a patron record. For instance, not copy the birthdate and the first/middle name. From what I can see, this is currently not available. https://documentation.iii.com/leap/8.0/Default.htm#LEAP1_0/Patrons/Copy_an_existing_patron_record.htm
9 votes -
Display an error message when quick search cannot find anything due to network issues
When staff use the quick search box during busy times, the results come up empty. Sometimes they know they have the items and will wait to try again, but other times they assume no one owns the title and end up creating a duplicate record.
When searching is affected by network performance, Leap should be handling that exception and displaying an error to the user. Blank results are a result and it is confusing people.
6 votes -
Customize Copy funtion in Leap
Add the ability to customize what fields are "copied" when clicking on the Copy button in a patron record. Or as an alternative, create custom patron templates that can be selected both when copying a record and creating a new record.
For Example: Our Staff use the Copy function most often with registering multiple members in the same family. Rarely is the information in the Profile View the same (Name, Patron Code, Birth Date, etc.) and if staff aren't careful they could forget to change these fields - fields that are reflected in the various system tables.
8 votes -
Bibliographic Record Call Tag Search
When using the Search tool and searching a bibliographic record, it would be nice if the "Call Tag" column used the actual call tags my library creates and not the 082 field. This could be similar to the search for Item Record.
4 votes -
Spell Check
It would be great if there was an option for spell check or a grammatical check in the bibliographic record (especially the 520 field)- either that or it should be possible to run a spelling/grammatical error report.
13 votes -
Bulk Deleting Authority Records With No Bibliographical Record Pop-Up
Currently, when I create a record set for authority records not connected to a bib record, and then try to delete multiple records, I get a pop-up that asks if I'm sure I want to delete the record even though it is attached to the record set (that I just created). I get this pop-up for EVERY authority record I try to delete, so if I delete 100 records, I will have to see this pop-up 100 times. There is no way around this currently and I'd like it to be fixed. It should be like deleting items in other…
5 votes -
Ability to update an existing record set using a scheduled report
It would be super helpful to have the ability to create a report in Simply Reports (Bib list report) that would update an existing record set, which would then automatically update a Showcase/Carousel in the mobile app.
Here is my example.
I created a report in Simply Reports, advance published it, and in SSRS I subscribed to the report and set it up to email me. (Receiving the report is just for tracking purposes. What is needed is the report to run and update the record set, to in turn update the Showcase/Carousel.)When creating the report, under 'Bib record…
4 votes -
Polaris should re-evaluate hold eligibility when trapping preferences are set
When a hold request is placed, Polaris performs an eligibility evaluation only once—at the moment when the request is first placed. Polaris does not re-evaluate eligibility later. So if Polaris is configured to use hold trapping preferences that prefers "my patron" but some temporary circumstance prevents the assigned library's item from filling a hold for the library's patron, the hold must now be filled by a different library. This can be mitigated if staff notice the problem and delete and replace the hold, but this is a lot of extra overhead and in all likelihood the problem will go unnoticed.…
11 votes -
Exclude holds from outreach patrons from our picklist and show the patron's name.
We would like the ability to exclude holds from outreach patrons from our picklist, since the outreach module has its own picklist. In addition, having the picklist to show the patron's name would be a great feature.
3 votes -
Add support for direct print (QZ tray) to leap offline
Add support for Leap direct print using QZ tray to Leap offline. That way libraries don't have to figure out something special when they are in offline mode which is already a stressful time period for them.
11 votes -
Allow staff to select sounds
Allowing staff to select different sounds when checking items in and out would be a great benefit. For example, when checking an item in and there is a hold, a different sound would help alert the staff, or when a patron's library card is scanned for checkout, a custom-selected warning sound would play. At busy times, it is easy to just go with flow because all the sounds are the same.
11 votes -
Merge patron function should also create a new Dated Note
When merging patron records, the system currently appends merge details to the Non-Blocking Notes section. However, with the introduction of Dated Notes and the ability to hide Non-Blocking Notes, this information can be lost depending on system settings.
We would like to see one of the following options implemented:Allow administrators to choose where the system writes merge notes.
Have the system automatically write merge notes to both note types (Non-Blocking and Dated Notes).
26 votes -
Merge patron function write note to Dated Notes
When merging patron records, the system currently appends merge details to the Non-Blocking Notes section. However, with the introduction of Dated Notes and the ability to hide Non-Blocking Notes, this information can be lost depending on system settings.
We would like to see one of the following options implemented:Allow administrators to choose where the system writes merge notes.
Have the system automatically write merge notes to both note types (Non-Blocking and Dated Notes).
10 votes -
Ability to select and delete multiple records in FIND Tool results
Staff client allows you to delete a record and record sets from a set of search results, however, Leap requires clicking into each record, then clicking Actions and then clicking delete (or putting them all in a record set). Right now I'm cleaning up some old record sets. If I were doing this in the client, I have the ability to select multiple record sets within my results list and then right click to delete them in bulk. This would be a game changer in Leap.
19 votes -
Grouped Bibs
Since moving to Vega Discover, we are finding that we are having some issues there with holds queues due to the rolled up records (I've posted an idea over there too), but it's also exacerbated by the way records show in Leap.
Ultimately, it would be great if bibs rolled up in Leap in a similar way to Discover. Not the different formats per say, but if there is a softcover, hardcover, deluxe, and reissue of a book, it would be nice to be able to see those all together to determine circ stats for them in a combined view,…
12 votesI want to note that we may need to split this into several smaller requests, but we can keep this open until we have a better sense of how to best to break it down.
The BIBFRAME-based model in Vega natively handles some of this grouping. It's not really feasible for us to create BIBFRAME-based groups in Polaris right now, but some of the problems mentioned here we might be able to solve. For example, Vega Reports might offer us an opportunity to provide grouped bib stats by combining stats for MARC bibs based on Vega roll-ups.
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Block Renewals for certain periods after checkout
We would like the ability to block renewals for a few days after checkout (or longer). Right now, we're seeing a lot of accidental renewals of items at checkout due to an item being too near an RFID pad or someone double scanning a checkout because they aren't sure if it scanned. In a previous system, we were able to block renewals by a couple days, so this didn't happen.
18 votes -
Last Circ Date in Item Record that is currently checked out
The Circ Date in the item record workform (Circulation tab) is confusing. When an item is currently checked out, the circ date shows the date of the current checkout rather than the previous patron’s checkout date. This is confusing because it appears under “Last Use,” alongside the last borrower and branch information (see attached photo). It would be clearer if this field were labeled more explicitly or moved to a different area, perhaps below the Current Borrower (see attached mock-up).
7 votes -
Auto delete dated notes
We would like the ability to set a date parameter to auto delete dated notes. Our retention policy is to not keep any notes on a patron older than 5 years. Currently our staff need to manually look through all patrons with notes and delete the old ones. Now with dated notes we would like it to do this process for us possibly with an overnight process.
Bonus if it can also avoid dated notes that might be flagged in a way to not delete.
8 votes
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