628 results found
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Option to reorder tabs in Patron Record view
Polaris continues to add more tab options in Leap patron records (most recently for the Dated Notes), but the newest features frequently end up getting hidden in the More menu.
It would be really nice if each staff member had the ability to reorder the tabs in their patron record view, so they can ensure their most used tabs remain visible even if they are zoomed in or using a smaller screen.
For instance, many of our libraries do not use the Reader Services tab. For those libraries, it would be wonderful to have the option to move the Reader…
23 votes -
Add 'Canceled' as a Payment Status for PO Line Items
In the PO Line Item screen, when the Status is set to 'Canceled', the Segment Status correctly shows 'Canceled', but the Payment Status still displays as 'Open'. We would like to see a 'Canceled' Payment Status option added so the record more accurately reflects the true state of the transaction. This enhancement would provide clearer, more consistent data for our reporting and workflow.
23 votes -
Custom cover images should show up in Leap
We use ChiliFresh as a source for cover images and we also use their service to upload custom images for missing covers, kits, etc. After the MARC record is updated with the custom image tag, the new image shows up in the PowerPAC immediately. However, it never shows up in Leap. Leap is already pulling images from ChiliFresh (as well as other sources) for the cover images in Leap's item and bib records. It's really weird that it doesn't pull from the same source to get the custom image attached to the record.
23 votes -
When there is a blocking note on an account, a red square block appears like it does for an expired library card.
When a library card is expired a large red box appears on the screen to say the library card is expired. Can we get that same type of box for an account that has a balance and a Blocking note?
23 votes -
View Pending Holds For Pickup at Other Libraries in Request Manager in Leap
Currently, the only way to view pending holds for pickup at other libraries in Request Manager is in the Polaris Client. We would like this brought over to Leap. This idea would make the Request Manager in Leap and the client equal in terms of capabilities.
23 votes -
Allow library to choose which "unexpected" item statuses will prevent checkouts
If staff attempt to check out an item with an "unexpected" status, such as Withdrawn, Unavailable, or Missing the checkout fails, with an error message "unexpected item status." Staff must check the item in to change its status to Available, and then check it out. This breaks the flow of the checkout transactions and causes a delay for the patron. It would be very helpful if we could specify in System Administration which statuses cause a complete failure of the checkout (the current rule for all of these statuses), which cause a warning message that staff can override, and which…
23 votes -
Make SimplyReports reports truly use the library level for reports
When you use SimplyReports (née Simply Reports) and create a report and select a LIBRARY, the report data is actually using the branches at the time the report was created. It is essentially a branch level report with the branches a the time of report creation.
This means that if you save the report, then you add a branch, that branch is NOT included in the report output. This causes confusion and extra work. There should be an option to truly make a "LIBRARY" level report, or part of the process of adding a new branch should go back and…
23 votes -
Restrict hold pickup areas by material type
Allow each library to specify specific material types(?) to not be allowed to be picked up in certain pickup areas. Example would be a wi-fi hotspot not being allowed to be picked up in a locker.
23 votes -
Display more previous borrowers on item circulation view
On an item record, you can currently only see the information about the current borrower and the most recent previous borrower. This should be increased to at least 3, so that in the case of a question about condition or missing parts, we have more than 1 patron we can ask.
23 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…
23 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…
23 votes -
Purchase requests / Patron driven acquisitions
Provide a way for patrons to request materials that can become part of the holds workflow.
23 votes -
API to Update Bibliographic Records
I'm specifically looking for a great integration between the cataloging tool BTCat and Polaris.
Libraries use tools like BTCat and Skyriver to search for new bib records and update/edit existing records. After making changes, the records currently have to be exported from the cataloging software, then imported into Polaris. These tools have the ability to "push" records into other ILS systems, skipping the need for a manual export/import of records. Adding this functionality would aid libraries in transitioning away from the Polaris desktop client (as bibliographic editing in Leap is a tedious process, at best).
23 votesWe actually added an endpoint to support this integration in Polaris 7.6 (BibsPost). We've been working with BTCat to consume the endpoint in their application.
I'm going to set this to "Planned" for now because the integration is not live with BTCat yet. But the development piece required for Polaris has been done. Please let BTCat know you are interested!!
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Add Custom Data Fields to Item Records
Patron records have 5 UDFs and 10 Custom Data Fields – item records have none of these. As a result, many libraries end up doing some weird stuff with the Name of Piece and Temporary Shelf Location. This idea would add 10 or so custom item record fields that libraries can choose how they would like to use.
Ideally, fields would be capable of multiple data types including freetext, Boolean, date, or numeric. In a perfect world, it could also support a drop down list like the UDFs! The fields would also be searchable in the find tool, just like…
23 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.
22 votes -
Being Repaired Transition
We would like Polaris to offer the option for libraries to transition items with a Circulation Status of Being Repaired to Missing or Withdrawn after a specified number of days. We envision this working like Lost Item Transition and Missing Item Transition.
Idea Value
Adding this feature would allow for a more streamlined process for cleaning up, and eventually withdrawing/deleting, item records.22 votes -
Leap - display control numbers in list of current and recent workforms
Right now, the only thing that displays in the list of workforms is the title. When comparing records with the exact same title, this can get confusing and requires too many clicks to make sure you are selecting the correct record. There needs to be more information displayed in addition to the title, and should at minimum have a control number.
22 votes -
Checkin Lost Item as Damaged
If an item has a "lost" status, and is returned damaged we are unable to change the status to "damaged" via the check-in damaged option (must be in/out for damaged check-in to be used). This would be helpful for situations where the patron returns an item that was declared lost (either automatically by being +30 days overdue or manually) and then later found and returned to the library via drop box, to be able to demonstrate the item was returned damaged with no previous poor condition notes on the item.
22 votes -
Printing workslips in Leap for the received PO lines
Receiving from the PO and printing workslips with one command.
Or at least keep the check marks of the selected PO lines to receive and then to print slips to avoid selecting the same PO lines twice.22 votes -
More Robust Item Record Change History
It would be very helpful to have a more robust item record history. It appears that only the last 12 months of item history is available. It would be great if Polaris would:
A) keep the history of changes in the item record forever
B) improve the data that is stored and presented to staff, for example, so we could see what exactly was edited on 7-26-23 in the screenshot attached. Perhaps by clicking on the entry and having the information pop up.22 votes
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