588 results found
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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 -
edit transaction notes in account summary
I would like to be able to edit the transaction notes field in a patron account summary. We recently had an instance come up where someone forgot to add information to an item that a patron was being charged for. It would be nice to be able to go in and edit it after the fact as opposed to having to delete the charge and start over.
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 -
Ability to Export Individual Owned Record Sets
I had a coworker ask why she couldn't export her record set into excel to allow for more sortability. I was surprised she couldn't and began looking at documentation and noticed that there is that ability, but you have to change the owner of the record set to the branch or system level, which feels like an unnecessary step. I should be able to export a record set I am working on to Excel with my regular ownership without having the (slim) possibility of a coworker accidentally accessing and messing up anything.
14 votes -
Cancel Holds in Bulk Based on Item Circ Status
We’d like the ability to “bulk” cancel holds for items by status (lost, missing, withdrawn, etc.) either by being able to view the circulation status in the patron holds view, or by having the ability to “bulk” cancel holds from a record set.
14 votes -
"Today" on Date Picker
When using the date picker, we'd love an option to select "Today" and have it set the date automatically for us. When updating really old cards, it can be a pain to have to select a date with the picker when we have to change every field. Typing is limited in its ability to be a workaround, because it requires specific formatting in order to work.
14 votes -
Add eReceipts as an option in LX Starter.
The only option for eReceipts is plain text. It would be a fantastic feature to customers to be able to build a nice HTML email for them.
14 votes -
Include perioidical issue information in overdue notices
We had a patron complaint that the email notices do not include magazine issue information, only the main title. The notices also do not include item barcodes, so there isn't any data to match against a specific issue. Could information from the Issue field in the item record be displayed in overdue notices?
14 votes -
bulk change due dates
Allow libraries to bulk change due dates of items to account for unexpected closures. Would be ideal to be able to do this from a records set. Or create a SQL job and put it in GitHub or some other accessible location for libraries.
14 votes -
Auto suggest volumes while adding items to a bib record
When creating a new item record on a bib, it would be wonderful if while typing in the volume field, Leap automatically suggested volumes from other items attached to that particular bib. This would help ensure standardization of how the volume is entered on each item record (eg. V.1 vs V. 1 vs. V.01) while also allowing the libraries to add a new volume number for volumes 2, 3, etc. since it would suggest while typing rather than changing the volume field to be a drop down menu of pre-defined options.
14 votes -
Adding a "New" field in LEAP
Because new is both a location and a status, it would be helpful to have an item level field in LEAP that is for "new" items. A simple checkbox would be sufficient, like "holdable" or "display in PAC." This would free up shelf location for any items that are both new and in a specific area, such as Travel, World, Graphic, etc.
14 votes -
Reverting to what the bibliographic record (or any authority record for that matter) was when it was last saved
When you want to get rid of a bunch of edits, but only the ones made since the last save, it saves time to have just one button to click on. For example, when you want to validate juvenile headings, you need to take out |v Fiction for each heading. If they are all good, you want it back in each heading.
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 -
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.
14 votes -
Ability to add QR codes to printed or emailed receipts
Ability to add QR codes to printed or emailed receipts
14 votes
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