411 results found
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Run date specific report on Patron activity (not last activity)
I would like to submit the idea that Polaris offers the ability to run a report based on patron activity dates, and not their LAST activity date.
Currently, we can only run a report using "Last Activity". This is not helpful if trying to determine how many patrons were active in a given period because if they have had activity after the specified period, they would no longer be counted in the report.
There is a canned report under System > statistical summary, but it only looks at borrows, and would not count ILS card activity such as from a…13 votes -
Move Leap timeout setting to SA
We would like to be able to adjust the timeout in Leap after inactivity ourselves. Currently, we have to contact support to do this after each upgrade, since it resets itself. If the setting was in SA, we could reset it ourselves after each upgrade.
12 votes -
Additional UI Customization Options
Across our consortium, we have some library staff who exclusively use Leap, some who exclusively use the Remote Client, and some who use both depending on the task.
Currently, there is only one system-level setting responsible for the Visual Alert Configuration (top banner color) in Leap & the Remote Client. Unfortunately, this doesn’t work well given that Leap has a light font color and the Client has a dark font color across the top, so to achieve an ideal level of contrast for both versions simultaneously is impossible.
To improve accessibility for all users, regardless of the version of Polaris…
12 votes -
Include All Patron Duplicate Detection Settings in the API
Currently the API only performs basic duplicate detection (name, birthdate, barcode, username, and optionally the name on ID) when a patron record is created using the PatronRegistrationCreate call. It does not apply other optional settings - email, phone 1, or the UDFs - these only get applied directly in Polaris or the PAC. This idea is for including these optional settings in the API logic.
12 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.12 votes -
Expired patron transition
We would like Polaris to transition expired patrons to Deleted after a specified time frame. (Such patrons would of course need to have no lost items or checkouts.) We envision this working like Lost Item Transition and the Missing Item Transition. Ideally, we could also set a fine threshold to only delete those expired patrons with less than a certain amount of fines on their cards.
Adding this feature would allow a library to automatically remove expired patrons and allow for a more streamline process for deleting the ones they wanted.
12 votes -
subject headings to browse
Polaris Leap--Be able to use subject headings to browse/search while in Leap without having to go into the PAC.
12 votes -
Ability to add QR codes to printed or emailed receipts
Ability to add QR codes to printed or emailed receipts
12 votes -
Inventory Check-in
Inventory Check-in via Leap is recorded as Check-ins for Item Statistic reports in SimplyReports. A way to filter inventory check-ins from statistical reports would be nice.
12 votes -
bulk add "stat code"
Be able to bulk add stat codes. Currently we can only add at the branch level manually because the library and system level tables are too large. This requires a manual change or contracting Polaris every time we want to add stat codes for all locations.
12 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
12 votes -
Reading History
When checking out a material and the the patron has history turned on, a pop-up appears saying this patron had out this item with a date or a number of days ago, so the patron doesn't check it out and immediately return it, especially would be helpful with ILL requests.
12 votes -
Simply Reports - item statistical reports that can be broken down by the hour as well as by date
I would like to be able to run reports in Simply Reports to get our item return statistics broken down into time increments (such as hourly), as well as by date.
This would be useful for tracking busy times and identifying trends/patterns at our library.
12 votes -
Log out of Leap without being prompted to log out of Microsoft.
When staff log out of Leap at the end of their shift, Microsoft prompts them to sign out of their Microsoft account. I think it confuses staff, they click on the prompt and then they get logged out of their Microsoft account. They then have to log back in and due to MFA need to get a code to log back in. This isn't ideal.
Customer support said currently this behavior is how Leap with OAuth/SSO works. Leap uses the identity provider to control the login and logout when setup with OAuth/SSO. Can you place an enhancement request to see…12 votes -
Polaris 7.8 - Allow for Almost Due / Auto-renew to patrons by SMS
Allow patrons to receive Almost Due / Auto-renew messages through the SMS - Cirriusimpact product integration.
12 votes -
Polaris transactions will "run out" of space due to being an "int" data type
The Polaris Transactions database TransactionID is an int data type. This 2,147,483,647 means the biggest number supported by the database. In our busy system, we're about halfway through the available TransactionIDs as we're about to reach 1 billion. This field should be moved up to a bigint data type. Otherwise inserting new data will fail.
12 votes -
Change default for Damaged Item Check-in
Currently the default option is to charge the patron when doing a damaged item check-in (see screenshot). We would like the default to either be changed to NOT charge the patron, or we would like to be given the option to choose the default ourselves so we can change it to what we want just for our consortium.
12 votes -
Weeding Record Set Functionality
The weeding workflow and weeding record sets were added to LEAP in Polaris 7.5. I would like some more functionality in the weeding record sets at all stages of the approval process -- namely being able to bulk change and delete records from the set, being able to remove records from an approved record set, and being able to unapprove a list.
I know there are options in the weeding template to change the record status to withdrawn and have the records automatically deleted when approved. However, we change our records to a status of "weeded" (we took over bindery)…
12 votes -
In Simply Reports add 'Hold activation date' as a 'Hold relative date filter' for the Hold List reports.
In Simply Reports, add ‘Hold activation date’ as an option under ‘Hold relative date filters’ for Hold List reports.
We want to be able to use this report to provide a list of holds 45 days or more not filled based on the Hold activation date.12 votes -
Improvements to Multiple Holds
The multiple holds feature in Leap is really nice - unless you want to make sure that a bib you're selecting is actually the thing you want, the need for a preview option has been suggested in another Idea Exchange submission.
Another common use for multiple holds is creating what we at DPL call "Teacher Sets" where staff pull a bunch of topical items based on criteria provided by a teacher, place holds on them and then check them in to fill those requests and contact the customer.
Right now this is really clunky. Since there is no option to…
12 votes
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