628 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 CloudLibrary automatically imports records and then sets them to 'withdrawn' when the title is no longer available.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.
15 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.
15 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).
15 votes -
Leap Offline Improvements
Currently there is more functionality in the client than in Leap for offline services. I would like Leap to also be able to create customer accounts and process check-ins like the client. But it would also be nice for the check in function, once transactions have been uploaded, to have the option for all items to go to a status of "IN" and be assigned to the branch they were checked in at.
15 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.
15 votes -
Ability to add QR codes to printed or emailed receipts
Ability to add QR codes to printed or emailed receipts
15 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.
15 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.
15 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.
15 votes -
Search LEAP by username
LFPL would like the ability to search for patrons by their username in LEAP without having to use the SQL search
15 votes -
LEAP: Allow sending items to an item record set from a patron record "Out / Renew" screen
LEAP: Allow sending items to an item record set from a patron record "Out / Renew" screen
15 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.
15 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)…
15 votes -
Add "create fee" endpoint to the API
The API currently doesn't have a way to add a fee to a patron account. The use case where we'd want this is that we use a third party for online self-registration. They offer t he ability to differentiate between resident and non-resident accounts, but to use the non-resident option, we'd need to have a fee added when the account was created.
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 selfcheck material type table by org
While Selfcheck Item Blocks, Patron Blocks, and the Patron/Material Type table rules can be edited and applied at any organizational level, the Selfcheck Material Types table appears to only be editable from the system level. In the PolarisSA, it is only available at the system level. In the client, it can be edited from any org, but the changes apply across the system. This is an area where there are likely to be different requirements at the library or even branch level, it would be very helpful to be able to adjust it as needed.
14 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…
14 votes -
Add support for direct print (QZ tray) to leap offline
Add support for Leap direct print using QZ tray to Leap offline. That way libraries don't have to figure out something special when they are in offline mode which is already a stressful time period for them.
14 votes -
Add the ability to round all prices to nearest nickel
With the production of pennies ending, we've had some discussion around prices in Polaris. Ideally, we would like to see some method of optionally having all prices (item prices and fines) rounded to the nearest nickel. We haven't run into any problems yet, but as pennies eventually become more scarce, we suspect that we'll have trouble with cash payments.
14 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…14 votes
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