478 results found
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Change a 'Lost' status to 'Withdrawn' status (and eventually deleted) and still retain the bill on a patron's account
Do this by creating a record set and using 'Ad Hoc Bulk Change' or 'Bulk Change' to change the circulation status from 'Lost' to 'Withdrawn', retaining the bill and item information on the patron's account.
17 votes -
When Receiving POs, Only Change Item Status to In-Process if Current Item Status Is On Order
It is frustrating that Polaris allows items that have not been received to circulate. There is probably not a connection between the PO status and the item status – but it sure would be nice if there was! We recently had an incident where items were distributed to branches before having been invoiced and received. A few days later when the invoice was processed, the items were all changed to a status of In-Process, even though they had already been checked out or were in a status of Being Held. It was very difficult to correct. One solution would be…
17 votes -
Duplicate detection action on PO in LEAP
At the demonstration of Leap at IUG, we learned that PO line item duplicate check action is not available in Leap from the PO workform. We need to be alerted to existing items in our systems if we own them, to attach add copy orders to existing bibs. Please add this functionality.
17 votes -
Display Last Activity Date in Item Records
While Leap Item Record views are pretty robust, they often lack a very critical piece of information - Last Activity Date. Modification and Creation date display in Properties but Last Activity Date is not displayed. While it can sometimes be found in the History view, this is not always the case. Sometimes History is empty in Leap. We reference Last Activity date in the staff client on a regular basis and need ready access to that same information in Leap
Idea Value
Last Activity date and info can be helpful for collection evaluation and in tracking down items.17 votes -
Patron Notes field - pop-up alert on check out
It would be useful to have a pop-up alert for notes to patrons that are important, but not so urgent we need to block their record. This would mean that when staff scanned their card at check out, there would be an obvious pop-up to alert them of a message, rather than relying on them noticing a colour change to the Notes link.
16 votes -
Increased reporting ability in SimplyReports
Details on items going in-transit, enroute, and/or transferred are not kept within the Polaris Transactions database. Instead, the data is only kept within the Polaris database. This means if an item is deleted, then statistics on it going in-transit/transferred/enroute are lost. The enhancement request here would be to include that information into the Polaris Transactions database.
This could also serve as a generic enhancement request for increased reporting abilities within Simply Reports. It seems there are a lot of things our libraries would like reports on that are not possible to create within Simply Reports. It almost always involves historical…
16 votes -
Ability to view Bib circulations (Statistics) by year complete history, rather than just YTD & Previous Year
Being able to see a more complete circulation statistics for the lifetime of a title gives selection staff a more complete picture of the use of a title, in order to make better decisions about purchasing future titles by an author or in a series.
16 votes -
Ability to use the patron's preferred branch when placing holds
When staff are placing individual holds for a patron Leap and the Desktop client allow staff to use the pickup branch as the branch where the staff member is logged in*. For libraries with centralized call centers it would be helpful to offer to use the patron's preferred branch when placing the hold request for the patron.
Of course, this will need to be cleared indicated to the staff member what their preferred location is as they should still verbally confirm that is the location they want to use.
It might also be nice to have a SA setting that…
16 votes -
Additional dynamic filter options in Simply Reports
In Simply Reports, some filter menus do not populate options until a library/branch is chosen (i.e. Shelf Location, Stat Code, Statistical Class). This is helpful for consortia because the menus only become populated with the options available at each selected branch(es), keeping the options to a manageable size.
We would like to see this dynamic menu functionality applied to the Collection, Material Type, and Patron Code filters as well.
Currently, our consortium has 55 Material Types, 57 Patron Codes, and 284 Collections to choose from in these menus, which becomes quite overwhelming for users and involves A LOT of tedious…
16 votes -
Ebook/Eaudio integration
Allow for more than one template/profile when integrating with Overdrive or other vendor. Currently, we have to manually change all eaudiobook material from ebook.
16 votes -
Import Profile Rention Tag - 020 shoudn't duplicate
When using import profiles for EDI ordering you must add the "retain 020" field in order for the 020 to overlay onto an existing bib record when ordering additional copies. This is annoying because each time you reorder, another 020 line gets stamped into the bib - adding more lines for Cataloging staff to delete when the item comes in.
If you remove the "retain 020 tag" no more duplicate 020s get stamped onto the bib, but also any new-to-the-bib 020 also does not get added. This is a problem especially with AV, where some vendors use a 020 tag…
16 votes -
Provide Export Option for Item and Patron Record Sets in Leap
I regularly have need to provide a list of items to partner organizations. This would be most easily accomplished by simply exporting the data from an existing record set to excel. I have also recently had need for an export option from a Patron Record set. Export is currently an option for Bib Record Sets and I am hoping it can be added for Patron and Item as well.
16 votes -
Change $ amount in POLI
At times our vendors send us a substitution for the item we ordered. It would be helpful to be able to change the dollar amount in the POLI when this happens so that the encumbered funds accurately reflect what is on order.
16 votes -
Add email notices to Use Name on Identification in LEAP Registration
If the check box is checked for Use Name on Identification it only applies to print and telephone notices. It needs to apply to email notices too.
16 votes -
Bulk Print Spine Labels
I would like an option to bulk print spine labels in 2 different circumstances. 1. For all items on a particular purchase order. 2. From a file (similar to the Check In>Action>Load From File works.
16 votes -
Password Reset PAPI Call
Currently we have to send patrons from our websites to the PAC if they need to reset their passwords. It would be great if there was an API call for this, as it's disruptive to the patron experience to have to send them to another site.
The suggested functionality would reflect the PAC experience: once they enter a barcode, a password reset email would be sent to the email address on the account.
16 votes -
reading history
Reading history improvements, allow for more then 9,999 and allow reading history to be searchable on staff and patron side.
16 votes -
Web Admin - PAPI Key Management Permissions
With 7.1, Polaris administrative settings can now be accessed on the web, which includes PAPI Key Management. However, the PAPI keys can be accessed and changed today by anyone with the permission 'Access Administration - Allow' (which gives basic access to system admin settings).
We give some of our staff access to admin settings, for activities like adding workstations and updating branch hours. As it stands these users can access and change the API settings through web-admin, but they should be secured so only systems administrators have access. This will be barrier for us sharing web-admin with our staff in…
16 votes -
Leap add option to add fixed fields via bibliographic bulk change
Add the ability to add a 006 or 007 field to records via bibliographic bulk change in Leap. Leap has the ability to edit existing fixed fields via bulk change and the staff client offers the ability to add a new 006 or 007 via bulk change, so this would be part of bringing Leap into parity with the staff client. Bib records that come in from OCLC often lack the exact fixed field coding requires to display the correct Type of Material in Polaris so the ability to add missing fields via bulk change in Leap will make cataloging…
15 votes -
LEAP: Add line item to EDI invoices and receive
We have instances where an EDI invoice from a vendor will contain materials that were ordered both via EDI and directly through the vendor. The EDI invoice in Polaris only includes the EDI ordered materials and then we add a line item for the materials that were not ordered via EDI.
In LEAP we are able to add a line item to an EDI invoice but we are not able to receive it manually like we are in the client. I have included a screenshot to illustrate this.15 votes
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