687 results found
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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 CloudLibrary automatically imports records and then sets them to 'withdrawn' when the title is no longer available.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.
17 votes -
Create a Back End Updating Feature
A few days ago, we discovered an issue in Polaris. It wasn't a huge problem, but it was a bit disturbing for our cataloguers in that they encountered an error when trying to open up a record set. I checked with others in the IUG and, sure enough, there were other libraries who'd seen the same problem.
So I put in a ticket through the Supportal and received a prompt response. It was a known issue (though it wasn't on the list of Known Issues) and there was a patch available for it. I was asked if I'd like the…
17 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).
17 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).
17 votes -
Bib workform All Items list - Add navigation from open item workforms to next/prior item
Can development add a navigation option when someone has an item workform open on the All Items tab of the bibliographic workform to allow moving between item workforms without needing to close and manually open the next item?
One of the sticking points for technical services staff to adopt Leap is not being able to quickly navigate between item workforms to update barcodes while cataloging. In the desktop client, staff are able to use the View navigation options. Our current guidance is to use Bulk Change if the same revision needs to be made to multiple items or to use…16 votes -
Link from POLI to INLI (Leap)
Direct links from a POLI to it's invoice line item would be helpful and match client functionality. Linking to an invoice that may have many line items requires more scrolling and double checking.
16 votes -
Blocking Conditions for Item Barcodes
The ability to block item barcodes that begin with specific digits, such as 978, would be a tremendous benefit for libraries. During item record creation, staff may accidentally scan the ISBN or UPC printed on the item instead of the library-assigned barcode intended for circulation use.
Providing the ability to restrict or block specific barcode patterns would help prevent incorrect barcodes from being saved to item records. For example, preventing an item record from being saved when the barcode begins with 978, the standard prefix for traditional ISBNs, would significantly reduce these types of errors and improve data accuracy.
16 votes -
Bulk Change Serials Issue Records Status
Offer the ability to bulk update Serials issue records to a new status. We order multiple copies of most serials, and currently we have to open each issue to change it from "Claimed" or "Pending Claim" to "Not Available" when the vendor cannot supply it.
16 votes -
Improve usability for Leap authority searching
The option to link headings from a bib in Leap was a needed improvement, but there are still issues which hinder the feasibility of cataloging in Leap.
When using the "check headings" feature, the search defaults to the local database. When you switch to searching remote databases, the search term is deleted, meaning that you have to copy and paste or retype the search. It would be very helpful if the "Authority Record" and "Authority Record (remote databases)" options were combined. Ideally, I would see a single Authority Record search option which defaults to local records but gives the option…
16 votes -
MARC import 020 match point
During MARC import, other 02X fields (022, 024, 028) only match on $a, but 020s match on any subfield, including $z, which is supposed to invalidate the following ISBN. Is it possible to modify the match points for 020s so that they only match on $a?
On a related note, just out of curiosity: in the MARC import settings, why are most match points referred to by field number (022, 1XX, etc.), but ISBN and UPC are referred to by name? (And wouldn't UPC already be covered by 024 $a, since the 024 match point doesn't look at indicators? Or…
16 votes -
Edit inventory date via a record set
We would like the ability to update the inventory date directly via a record set. Currently, to update the date for recently checked-in items, we must generate a text file of barcodes and upload it through the Check In - Inventory workform. We are hoping for a feature that allows us to edit inventory dates within a record set, similar to the 'edit due dates' function.
16 votes -
POLI ISBN search via remote databases in LEAP
When manually entering POs and POLIs in Leap, I want to be able to do an ISBN search via remote databases to pull in an on-order MARC as I do in the client.
16 votes -
Block patrons with lost items from checking out on SIP2 selfcheck
We'd like to block patrons from checking out on selfcheck units if they have lost items. Even though Polaris SA has a configuration in place, that setting only works for API setup, not sip2. we'd like to have a similar setting for sip2.
16 votes -
Change status of staff holds without check-in
In my staff duties, I am often putting a hold on an item that will be moved to in-repair for re-cataloging. Currently, I have to place a hold with my staff card and, when the item is held, I must check it in before I can change the status to in-repair. There are even more steps when the item is assigned to a different branch and wants to automatically transfer on check-in. Then I have to change the assigned branch as well.
When the item is held on a Staff account, it would be very helpful to be able to…16 votes -
Bulk edit serial status
Currently, when we need to edit a serial's status, it has to be done one at a time. We have multiple branches that all are scheduled to receive the same issue of a magazine. When the expected issue isn't published, due to a double or special issue instead, we have to edit each serial's status individually to "Never published". Adding serial specific fields where appropriate to bulk item edit would help this.
16 votes -
Replicate LEAP column setting customizations in the client
Cataloging staff using the client have to resize the columns of the find tool results every time they search bibs and items. They also would like to be able to add and remove columns from their default searches. In LEAP, they can add and remove columns and LEAP remembers when they resize a column. This functionality in the client would save them steps.
16 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.
16 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
16 votes -
Show Due Date for ILLs in Request Manager
Our ILL clerk would like to be able to see the due date for ILLs from the request manager, so she can make sure that the dates have been added correctly to these items. She currently has to go into each item individually to make sure they were correct.
16 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.
16 votes
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