482 results found
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empty a record set without opening it
I reuse a record set that often contains 10,000+ records. I'd like to be able to empty it without having to reload all the existing records.
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 -
Launch bib record compare from Find Tool
It would be really helpful for fixing rollups if you could pick records to compare directly from the Find Tool instead of opening one record and then running a search again to find records to compare!
15 votes -
Control column display in item record history in Leap
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.
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 -
Apply credit to POLI
Currently it is only possible to apply a credit to an entire invoice, which then distributes that across all funds for all items on the invoice. We rarely actually have a credit that applies to an entire invoice. It will apply to a single title, or even and single item, and should only apply to the fund for that item/title.
It would be much better to be able to apply a credit to a POLI, or even better, a specific POLI segment.15 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.
15 votes -
Customizable Check In screen
It would be awesome if we could add or adjust the information that displays on the Check In screen in Leap, for example to include an item's shelf location for easier staff sorting - and it would also help to catch Display items that have circulated on their return.
15 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.15 votes -
Changing Lost to a Claim
We have customers who do not pay attention to their notifications and an item gets declared Lost that they believe they have returned. I would like to have the option of taking an item that was declared Lost and making it Claimed Returned and even better if it could auto-waive any associated fines.
14 votes -
Check In eReceipt
Ability to have Polaris/LEAP send patrons an eReceipt for items they've returned.
14 votes -
Select multiple items to delete
From the Leap Serials Check In screen, include the ability to select multiple dates for deletion.
14 votes -
PAC Header URL
Currently, when a user clicks on the library’s logo in the PAC header, we can specify a URL that opens. However, when they click it, the URL defaults to opening in the same page rather than in a new tab, causing the user to lose their PAC page and possibly their search results.
It would be helpful to have a branch-level option to change that default to open a new tab instead. It could be included with the other configuration options under Profiles > PowerPAC > Page Header Options in System Administration.
Yes, it is possible to ‘force’ a new…
14 votes -
LEAP Keyboard Shortcuts and Cap Locks
We've discovered the keyboard shortcuts in LEAP do not work when you have cap locks on. Our catalogers are a 50/50 split on those who always have cap locks on while they work and those who don't. I'd like to have the option available for those who find it easiest to catalog with the cap locks and use the shortcuts.
This is related to a couple of other ideas - https://ideas.iii.com/forums/951742-ils-polaris/suggestions/48517199-keyboard-shortcuts-for-marc-editor
https://ideas.iii.com/forums/951742-ils-polaris/suggestions/46446820-accessibility-shortcuts-in-leap
14 votes -
Allow Google as a sign-in method for Staff Accounts
In addition to Single Sign-On (SSO) support for Microsoft Azure and ADFS, please consider support for Google Workspace. We recently migrated all of our email for our consortium (42 members) to Google and would greatly benefit from the ability to use the already signed-in information to authenticate into Leap. See screenshots for a design/concept mock-up.
14 votes -
Add a note field when resolving Lost item charges at Check-in
We would like there to be an option to add a note when resolving lost item charges, processing fees, and overdue fees when checking in a Lost item. Currently, if we want to add a note when waiving processing fees or overdue fees, we have to first charge the fees, then go to the patron record and waive from there after the fact, just so we can add the notes. It would be much easier if we could add the notes right on the screen that pops up (see screenshot).
14 votes -
Align Item Editing and Manage Item Dialogs Permissions
Item editing permission organizations are based on the Owning Branch of an item. However, permissions for item editing through the checkout page ('Manage Item Dialogs') are based on the item's Assigned Branch (as well as the check-in branch matching the assigned branch).
We think it makes sense for both these permissions to be aligned to the Owning Branch, otherwise it can leave room for inappropriate changes. For instance, in our consortia some items are owned by one library but lent to others (assigned to their libraries), and this gap has led to item changes by staff that shouldn't have had…
14 votes -
API reading history sortable by title or last added
We have had multiple patron requests to be able to sort reading history delivered by API by latest added or by title. Currently reading history is displayed with the oldest first which results in a lot of scrolling by the user.
14 votes -
Provide direct link to item record from hold request in Leap
It's currently very easy to see handling details for received INN-Reach and Item level local holds in hold shelf status from the hold request in Leap (by clicking Satisfied By). In these cases, only the item that has filled the request appears. It is NOT at all easy to get to these details for other hold shelf and hold in transit items that originated with a bib-level hold request. When clicking Satisfied By for these requests, you see all items attached to the bib record plus their activity, requiring add'l detective work to narrow down the specific copy that filled…
14 votes -
Hoopla integration with Polaris
The current process of loading and removing Hoopla records in the staff client is tedious and time-consuming at best. We stopped adding Hoopla records to Polaris because we don't have the staff capacity to deal with the monthly 'remove' lists. An API integration similar to CloudLibrary would be a huge time-saver. CloudLibrary automatically imports records and then sets them to 'withdrawn' when the title is no longer available. The Hoopla database is enormous, so the ability to add some parameters of what to pull would also be helpful.
13 votes
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