580 results found
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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 -
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 -
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 votesWe will be adding a permission to address the issue of users with general access being able to reach the PAPI keys. There are some other comments here that could be considered separate enhancements, so please open new ideas for changes beyond a PAPI Key Management permission.
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Add Power Search features to Leap's OmniSearch
The usefulness of the OmniSearch box in Leap would be greatly enhanced by the addition of operators and Power Search (CCL) features so an experienced Polaris user could execute their search right away, in the OmniSearch, and get the results back in a Find Tool. As it is, if I want to search for, say, an item record, I need to:
- Click Find to launch the Find Tool
- Change the search type to Item Records
- Change whatever parameters I need to change after that.
- Maybe add a filter or two and then apply those filters
- Go back to the Find…
15 votes -
Automatically associate accounts when creating a new patron account with the Copy feature
I think it would be helpful to automatically create an association between accounts when creating a new account by copying an existing one, e.g., using a parent's account to create a child's account. The Block and Allow options should still be checked manually, though.
The association could be removed after account creation, if necessary.15 votes -
Item counts on PO and Invoice Headers
It would be beneficial to have a total item count in the header of POs and Invoices for quick reference. Currently there is no easy way to get this count from a PO or Invoice because there is not even a row count column under the items view.
15 votes -
PII Management Options
Although there are current options for purging patron IDs from circ transactions, and deleting account transactions, there are some gaps with removing PII (personally identifiable information) we'd like to see addressed.
We'd like the option to purge patron IDs from non-circ transactions (incl. patron account history and record history). We'd also like the option to manage patron details on any other tables where history may be maintained after a patron record is deleted (e.g. Notification History, DeletedPatrons, DeletedPatronAccounts, kwmssg, and offline and InnReach process tables). It would also be ideal to have a plan for removing any CNV tables (from…
15 votes -
Add the ability to export records from OCLC to Leap using the OCLC gateway.
Sierra includes the ability export records directly from OCLC into Sierra using the OCLC gateway. This allows librarians to quickly make edits in OCLC using macros, and export those records to Sierra without actually affecting the master record in OCLC. Having this feature in Leap would be great.
15 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.
15 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.
15 votes -
Allow libraries to customize info displayed in Leap Patron Record header and properties
We need a way to bring perennial critical patron info to staff attention without creating blocks for customers or forcing staff to open the full patron registration. Having this info in the patron record header or properties would be ideal. For example: at our library, customer registered at branch is not critical info yet it is the most prominent value displayed in the header after name and card number, if we could designate UDF values to take it's place (such as bookmobile stop or language assist needed) or have space to reveal a designated UDF value under patron properties, it…
15 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.
15 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…
15 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.
15 votes -
Allow library to exclude certain material types from Claim Return function
Polaris' claim return function is great for locally-owned items but is problematic with INN-Reach. We are constantly reminding staff NOT to use Claim Return for INN-Reach items because it can break transaction links but they continue to do so. If system admin allowed us to exclude our INN-Reach and WorldCat material types from Claim Return and Claim Missing Part functions, it would reduce errors significantly.
15 votes -
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…15 votes -
Add “Show SQL” Button to SimplyReports
Summary:
It would be extremely useful to have a “Show SQL” button available for both ad-hoc and saved reports in SimplyReports.Background and Problem:
There are currently well-known workarounds that allow users to view or reconstruct the SQL generated by a report, but they’re tedious and time-consuming. These methods often involve extra steps like exporting report definitions, or having to view the page source after scary looking resubmission warnings. For users who need the SQL quickly, these barriers can be a significant slowdown.Proposed Solution:
Add a “Show SQL” button directly in the report interface—both for ad-hoc reports and saved…14 votes -
Compare record sets side by side
Now that in Leap we can compare bib records side by side, it would be very helpful to be able to compare record sets side by side. Right now I'm exporting contents and comparing in Excel/Google Sheets, and then sometimes importing the results into a new record set. I'd love to be able to see two record sets next to each other and edit as needed directly in Leap. Apologies if this idea has already been submitted. Thanks!
14 votes -
Add pickup area support to SimplyReports
You cannot output or filter on Hold Pickup Areas in SimplyReports. Not being able to report on them limits their usefulness for things like looking at which schools are busiest or which bookmobile stops are most active. The information is available in hold request data and in transaction details.
Although we can add it as a custom output that will only show the ID which is of limited value to staff.
14 votes
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