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ILS - Polaris

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48 results found

  1. I often get requests to have a pop-up for staff when last copy, or more especially a last copy with a hold, gets put into a status like withdrawn, missing, etc. It could provide a big head's up to selectors so they could preemptively tackle.

    Idea Value
    This would provide better customer service. Last copies with holds that were being discarded, etc. could be more immediately addressed to order replacement, contact patron, or submit to ILL.

    79 votes

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  2. It would be great to have an option to go back and view recent search history or search results in the find tool in Leap. I often close out of a search too soon and realize I need to go back for more information, or realize that I actually had the results I needed two searches ago.
    Being able to quickly view recent search results rather than constructing the whole search again would save a lot of time.

    78 votes

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  3. When working with a list of bibs, items or patrons, ability use ctrl and shift keys to select a chunk of sorted records (without having to checkmark each item) to add them to a record set. If other web tools like gmail can do this for email deletions, it seems we could do this with LEAP too.

    Idea Value
    Saves time.

    77 votes

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  4. In the same way that you can bulk select multiple non-sequential emails in web email services and right click to take action, Leap should allow users more flexibility to bulk select records to be added to a record set. This is something that is useful in the windows staff client and should be available in the web Leap interface. Also, please add a Load All option at the top of Leap retrieval/record sets to take place of the karate chop, instead of having to scroll to the bottom of the results to access the Load More button.

    Idea Value
    Improves…

    67 votes

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  5. While there are many advantages to way that Polaris calculates TOMs, there are currently some significant limitations for differentiating between formats. 4K BluRays, Playaways/Yotos, and video game systems are all very difficult to distinguish from one another when using only the MARC fixed fields. Additionally, many libraries are expanding their collections with Libraries of Things that are usually coded as "Kit" or "Three Dimensional Object" rather than describing what it actually is. These bib TOMS are also now featured prominently in Vega Discover's rollups.

    Over on the Sierra side, the options for bibliographic format can be customized. If a library…

    66 votes

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  6. In LEAP, please add the ability for a user to create a bibliographic record set from a file of ISBNs or Control Numbers..

    Idea Value
    LEAP can create item record sets using an 'add from file' option that uploads item records by barcode - and LEAP can create a patron record set by uploading a file of Patron IDs.

    We would like to have a similar function that allows us to create a bibliographic record set by uploading a file of ISBNs or Control Numbers.

    54 votes

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  7. Currently in Leap there is no equivalent Bibliographic Title search to the "Exact match (implicitly truncated)" in the Polaris Client. The Leap search "Bibliographic>BasicSearch>Title>Exact ()" doesn't utilize the Initial Articles entries in the Bib record so any title search with a "The" or "A" or "An" in the title are not returned in the search results. This has caused a push back to adoption since the very real perception is that Leap has inferior search capabilities. I'm not sure why the the "Bib Exact ()" search requires staff to strip out the A, An & The initial article…

    49 votes

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  8. Some library staff need to be able to alter the label margin and font size for longer call numbers, longer author names, and longer titles, as well as how the printer prints that day. Currently, staff using Leap need to go back and forth between the Client and Leap to do so. Adding the label settings that are only accessible in the Client to Leap will make it easier for staff to make the transition to Leap by allowing them to maintain their workflow for their current printers.

    40 votes

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  9. In the client, duplicate detection for MARC records is triggered by (re)saving the record, but can also be triggered separately as an action under the Tools menu. In Leap, resaving the record is the only way to trigger the function. This means cataloguers have to do a fake edit in order to un-grey-out the save button and click past any other functions, such as MARC validation, before they can get to the matching record(s).

    Having duplicate detection as a separate function (maybe under Actions or as a button in the MARC view) would save cataloguers time and extra clicking.

    38 votes

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  10. When using a record set, it would be helpful if there was a column that shows when the item was added to the record set. We use record sets to create carousels that show new items on our PAC. The date added to record set would be helpful so we could remove the oldest things when refreshing our carousels.

    37 votes

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  11. Some libraries use tools like Deep Freeze (that discard any changes to previous work sessions) or manage settings so that browser caches are cleared when closed or when the user logs out. Since Leap Offline stores data transactions in the browser cache, anything that is not uploaded to the database will be lost in such occurrences.

    35 votes

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  12. The process for deleting authorities is very time intensive. The process should work like deleting item or bib records and allow for not being notified for blocking/non-blocking notes. There should also be a default for how to handle deleted authorities, flip, unlink, etc. This would make the process much easier and quicker.

    Idea Value
    This would be a huge time saver for staff.

    35 votes

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  13. In the staff client, we can set a default file for a particular import profile. When that import profile is used, the file is already selected and we don't have to search for it. We'd like this same thing in Leap, but currently aren't able to set a default file and have to search for it every time.

    Idea Value
    This would prevent having to search for the exact same file every time when importing. It would save time, is more efficient, and already works well in the staff client.

    33 votes

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  14. We'd like a bibliographic duplicate detection rule using 024$a with first indicator 3, either a new rule or modifying the existing 024$a rule. Currently there is a UPC rule that uses 024 1; there is also a 024$a rule but it specifically excludes fields with indicator 1 or 3. Why no option for 024 3? The 024$a rule says it "exclud[es] ISBN and UPC" but ISBNs aren't in 024. It does exclude EANs though, which means a lot of bibs, especially CDs, aren't detected as duplicates and one must manually find and merge them. That is, if they know to…

    32 votes

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  15. We just upgraded to 6.5 and I'm very pleased with the ability to save record set changes as a template to use again and again. I make frequent identical changes on bibs in bulk mode to fields for incoming records. I know some people use MarcEdit for this purpose. Instead of having go "outside the system" for this process, it would be fabulous to be able to save frequently and repeated bibliographic bulk changes as templates for future records.

    Idea Value
    This would be a huge time saver when doing database clean up that needs ongoing monitoring as well as…

    30 votes

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  16. This idea has been brought up before I believe as an enhancement. We would like more specific permission levels in item modifications. Specifically we need the ability to set permission to modify the Circulation Parameters in an item record (Material type, Loan period, Fine code, Renewal limit, separate from permission to change any Call number fields. This would allow us to choose which modifications certain levels of staff have the permission to perform.

    Idea Value
    This would result in fewer errors and fewer cataloging corrections on item modifications that have been done at the branch level. We realize this is…

    30 votes

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  17. Currently, the new 7.4 item language field is using the same Languages table used in patron registration. For patron records, the language preference field displays in their account in PowerPAC. Patrons use this field to select their preferred notification language.

    If a library wants to add a new language to the Languages table, it will be added as an option for both item records and patron accounts. This is problematic, because many libraries purchase materials in far more languages than they offer notices in. If a library adds additional language options to this table, they risk that patrons will select…

    28 votes

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  18. As Polaris currently exists (v7.3 at my library), User 1 wants to share a bibliographic record set with User 2 and User 3. In order to do this, they have to change the record set's owner from User 1 to Organization 1. But this allows all members of Organization 1 with the permissions "Cataloging Record Sets: Modify" and "Cataloging Record Sets: Delete/Undelete" to make changes to that record set. Let's say that at some point down the road, User 4 sees this bib record set owned by Organization 1 and thinks they're being helpful by updating or deleting it. They…

    27 votes

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  19. It's great being able to bulk-add records to a record set, but it would also be helpful to be able to bulk-remove records from a record set based on either another record set, or an Excel file.

    Today in larger record sets it can be a pain to remove a medium to large amount of records. Our staff may work with 10,000+ entry record sets, and need to remove records meeting certain criteria that isn't visible in the fields when viewing a record set. This idea would give a user the flexibility to fill a separate record set based on…

    27 votes

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  20. In the Cataloging module of Polaris, we are able to Bulk Change bibliographic records to change the record status from Provisional to Final ('Save provisional records as final'). During imports, this allows us to push records into the system if there are known duplicates, MARC errors, etc.

    It would be great to have the same functionality for Item Records: to be able to save hundreds of Provisional records as Final instead of having to click on each one and manually save them as Final.

    Idea Value
    This idea would directly benefit the cataloging staff in the amount of time we…

    26 votes

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