563 results found
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Leap: quickly copy line items
One impediment for our processing staff in moving to Leap is the lack of the ability to quickly copy a line item in Leap (here's the process in the client: https://documentation.iii.com/polaris/7.6/#PolarisStaffHelp/Acquisitions/PAorder/Copy_a_purchase_order_line_item.htm)
The same process in Leap involves several more steps:
1.Go back to the PO
2. click new line item
3.fill out line item details
4. click on segments
5. click new segment
6. fill out Collection Code and FundA quicker way to get through a PO would be if we could add the same segment to all of the line items at once, e.g click the check…
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 -
Permission the volume field on item records
The volume field might seem straightforward, but when it's not standardized—or when anyone can input anything—it quickly becomes a source of frustration, especially with holds and sorting. Imagine a patron placing a hold on “Volume 2,” but one record says “v.2,” another says “Vol 2,” and another just “2”… chaos ensues.
Making that field permission-based could go a long way in preserving data consistency and reducing hold errors. It puts a bit more control in the hands of cataloging staff or system administrators
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We’d like the ability to “bulk” cancel holds for items by status (lost, missing, withdrawn, etc.)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 -
Ability to remove spaces from call numbers in Leap
When the callnumber column is pulled from itemrecorddetails via SQL (as opposed to SimplyReports) it includes trailing and leading spaces. It's easy to fix these unwanted spaces in the client, but they don't show up at all in Leap, so can't be fixed. If Leap is to replace the client eventually, it would be great to able to fully edit these fields in Leap (we are hosted, so can't easily modify the data via SQL).
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 -
Add last patron modification date and modifier name to Patron Reporting
Adding the patron modification date and the name of the last modifier of a patron record would allow staff to narrow down when records were modified and by whom. The ability to track these changes would be particularly useful to Outreach staff who may need the statistical information about patron records they modified while working off site. Ideally, this addition should be added to the report outputs in SimplyReports and added to Leap as well so that public service staff can easily access this information. In Leap, adding Last Modification Date and User to the list of keyword fields in…
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 -
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 -
Ad hoc Patron Bulk Changes From Find Tool
Similar to the change in 7.6 for Item Changes, it would be beneficial to be able to make the ad hoc changes to patron records. Our libraries could easily change their Juvenile patrons to Adult patrons using the Find tool.
14 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.
14 votes -
Allow Different Email Times for Different Branches
It would be nice to have the ability to set different email notice schedules for each branch.
We would like to line up our notice delivery times with the operating hours of our branches, or allow more frequent hold notice emails at a specific branch.14 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.
14 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.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
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