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  1. When I browse in the PAC (specifically, by call number) it provides a list of call numbers. I can choose one, and am brought to it. But, if I want to look at the neighboring items, I have to "Go back to Browse Results" and select the next one from the list. It would be much easier to arrow back/forward between results without returning to the results list.

    21 votes

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  2. It would be a real timesaver if Polaris could automatically convert AACR2 records to RDA records upon import. Even if only partial changes could be made, it would be a big help to our catalogers.

    21 votes

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  3. Allow users to sort checked-in items by clicking on the column headers on the check-in screen in Leap.

    Library staff double check their work by counting the number of items on their check-in cart and comparing it with the item count displayed on the check-in screen. If there is a discrepancy, being able to sort the columns would help staff more easily find items that didn't get checked in properly.

    Also, please add a call number column to the check-in screen.

    21 votes

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  4. In Polaris, when you are in an INLI you can click the New button you get the option to Copy Existing Work Form. The new INLI retains some values from the existing one (e.g. fund, title, author).
    In LEAP you need to exit the INLI, and then click the New Line Item button, which does not fill in any of the information. Makes adding line items slower and more repetitive when you need to re-enter everything.

    21 votes

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  5. We'd like added the ability to purge report downloads from SimplyReports that are sitting in user folders. This would include deleting ad hoc report, scheduled report, and saved report extracts from their respective user folders after a specified number of days.

    Currently these settings are listed under the Admin section of SimplyReports, but we only found out recently there is no process tied to the settings. We'd like to see this functionality built. Details about their unavailability can be found in the SimplyReports help article "Set the general application defaults" (bottom).

    Idea Value
    We have several users with years of…

    21 votes

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  6. We are upgrading to 7.7 and have just decided to NOT turn on the new feature that suppresses non-blocking 'blocks' such as the 'patron has holds' popup block.

    Ellie K. submitted a related request here: https://ideas.iii.com/forums/951742-ils-polaris/suggestions/49700207-remove-pop-up-about-holds-on-shelf-when-checking-o to suppress the block if the first item being scanned for checkout is a hold from the current branch.

    We'd like to take this a step further and suggest the block appear when the check out workform is opened. This achieves the purpose of the block (triggering staff to alert the patron that holds are available) without even getting into whether the transaction that…

    20 votes

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  7. Please make it possible for offline Leap to display the patron name when their barcode is scanned for an offline checkout. This is available in toolbar offline, and I'm sure it would be tricky to configure, since Leap is browser-based, but we just used Leap offline for the first time during our latest upgrade, and the biggest comment I've received is the lack of the patron name during checkout.

    20 votes

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  8. 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…

    20 votes

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  9. 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…

    20 votes

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  10. The ability to create keyboard shortcuts to insert (paste) pre-defined text. Prior to the advanced marc editor added in Polaris 7.6, our catalogers were able to use the program QuickPaste in which we had lines and lines of pre-defined text often used in creating bib records. This was a huge time saver and this no longer works with marc editor.

    Some examples of text we programmed are as follows:
    Ctrl+Alt+B – opens a list of pre-defined text which our catalogers could select from when creating book records.
    ‡atext‡btxt‡2rdacontent > inserted into the 336 field
    ‡avolume‡bnc‡2rdacarrier > inserted into the 338…

    20 votes

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  11. Please add a link for the serials holding record to the bib record for serials, either under the Links menu or by displaying the serials record ID. Because the search box in Leap only retrieves bib records, often staff forget that they are looking at the bib record for a serial and so they have to perform a new search using the Find tool to get to the holding record. The only workaround I've found is to click on one of the items and then click the issue record ID, as on that workform the serials holding record ID displays…

    20 votes

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  12. Allow multiple selections of Organizations & Patron Codes to populate Material Type list (lower table) on the Patron / Material Type Loan Limit Blocks, Policy Table.

    20 votes

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  13. Current functionality says "If the item is held at your library (the pickup branch is the same as your log-in branch), and you change the pickup branch, the hold will automatically change from Held to Shipped."

    We would like this to function the same as if the item is not at your location and mark the item so it appears on the holds to transfer list. The staff will then scan the item to mark it as shipped. We have staff that work at different service points no where near our holds shelves and it would be convenient if they…

    20 votes

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  14. 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…

    20 votes

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  15. Currently, customers' first, middle and last names display identically in Leap patron accounts. This can make identifying the last name difficult which impacts staff ability to properly address customers and to accurately retrieve holds for customers with more than 1 last name. We propose bolding or in some other way making more distinctive in the patron account header any values in coming from the last name field in patron registration. Currently, we often have to click into patron registration in order to determine which name(s) are actually in the last name field when retrieving holds, etc. Making this change would…

    20 votes

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  16. Polaris has long supported an option in Patron Registration where you can mark a patron record as "Do Not Delete." I'd like to see that same functionality carried over to record sets. For me, it's a fairly common task to recover accidentally deleted record sets for staff members who've somehow managed to delete an important and often used record set, despite every warning they receive.

    Specifically, I'd like to see this option added at the permissions level, with separate permissions for:

    • Mark a record set as "do not delete"
    • Clear a record set for deletion

    That way staff members can't…

    19 votes

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  17. Unless patrons are regularly monitoring their account (some don't even do this at all) they would have no idea when their holds go into Not Supplied status. Having a notification for this would alert them to take some sort of action (try to reactivate if possible, order another edition/version, contact the library for other options).

    19 votes

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  18. Allow staff to customize the display of columns in the item record history, as they can in the display of search results. For example, our staff have pointed out that for each action the item's assigned branch displays prominently, but it is less relevant that the "location" (i.e., the branch where the history action took place). They would find it much clearer and easier to use if they could control the order of those columns, and set it as Date / Location / User/WKS / Status / Action / Assigned Branch.

    19 votes

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  19. 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.

    19 votes

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  20. It is a basic principle of RDA and sometimes we can't display all the info in one field with commas when there are special editions of video games.

    19 votes

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