580 results found
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Improve the Request Manager
Our staff complete weekly and monthly checks on hold requests to ensure our customer holds are being fulfilled in a timely manner.
To do so, staff check the hold status (Active vs Inactive), age of the hold against the hold type (item or bib level), number of available copies, and number of holds in the bib level queue. This requires staff to open item/bib records and return to the Request Manager list frequently, and can mean the review lasts over several days, making it hard to track where they were in the queue when they had to pause in the…
13 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.
13 votes -
Place holds on all volumes of a series at once
For TV series that have multiple volumes, or other volumed series associated with the same Bib record, I would like it when it prompts me about which volume I would like to place a hold on, to also give me the option to place a hold on all volumes.
13 votes -
Original check out date in patron's overdue charge properties instead of last renewal date
In the Item tab of the popup window for a patron's overdue charge properties, the "Check Out date" indicates the item's last renewal date, rather than its actual check out date. A more helpful date to see would be the original check out date; this would also better suit the title for this line.
13 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.
13 votes -
Add "You Saved" Text to PAPI Checkout
When items are checked out through SIP2, Polaris includes the "You just saved __ by using the library" text in the response. However, this information is not available when using the ItemCheckout method through PAPI.
As we start moving vendors away from SIP2 and towards PAPI, we'd like to replicate the functionality of SIP2.
Thanks
13 votes -
Additional UI Customization Options
Across our consortium, we have some library staff who exclusively use Leap, some who exclusively use the Remote Client, and some who use both depending on the task.
Currently, there is only one system-level setting responsible for the Visual Alert Configuration (top banner color) in Leap & the Remote Client. Unfortunately, this doesn’t work well given that Leap has a light font color and the Client has a dark font color across the top, so to achieve an ideal level of contrast for both versions simultaneously is impossible.
To improve accessibility for all users, regardless of the version of Polaris…
13 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).
13 votes -
Include All Patron Duplicate Detection Settings in the API
Currently the API only performs basic duplicate detection (name, birthdate, barcode, username, and optionally the name on ID) when a patron record is created using the PatronRegistrationCreate call. It does not apply other optional settings - email, phone 1, or the UDFs - these only get applied directly in Polaris or the PAC. This idea is for including these optional settings in the API logic.
13 votes -
Add granularity to One-Click Request feature
We recently had a location close for a few weeks for a construction project. During that time, we turned it off as a holds pickup option in the PAC. However, patrons who were logged into their accounts and had that location as their default holds pickup location could still place holds for pickup at that location using One-Click. The only way to completely stop patrons placing holds for pickup at our closed location was to disable One-Click completely. This annoyed patrons at our locations that remained open, who saw a popular feature of the PAC disappear without warning for seemingly…
13 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.
13 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.
13 votes -
Inventory Check-in
Inventory Check-in via Leap is recorded as Check-ins for Item Statistic reports in SimplyReports. A way to filter inventory check-ins from statistical reports would be nice.
13 votes -
Printing workslips in Leap for the received PO lines
Receiving from the PO and printing workslips with one command.
Or at least keep the check marks of the selected PO lines to receive and then to print slips to avoid selecting the same PO lines twice.13 votes -
Reading History
When checking out a material and the the patron has history turned on, a pop-up appears saying this patron had out this item with a date or a number of days ago, so the patron doesn't check it out and immediately return it, especially would be helpful with ILL requests.
13 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.
13 votes -
UPC Output in "Holds" Reports of Simply Reports
We often use the "Holds" reports of Simple Reports to watch demand on titles - especially the Hold Count report. It would be very helpful if UPC could be one of the output columns, so that we could copy it for media, which doesn't always have an ISBN in the vendor MARC.
Right now we have to output the bib record id, copy it and search in Polaris, then copy the UPC from there.13 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)…
13 votes -
Display warning before removing/deleting items from Polaris PAC Saved Title List
There is currently no warning if a patron selects titles in one of their saved title lists with the intent to place a request but then accidentally clicks the Remove button instead.
Providing either a warning message, as is the case for things like canceling holds, or putting deleted titles in something like a trash can for 30 days or so, would prevent accidental deletion and related frustration and improve the user experience.
13 votes -
Improvements to Multiple Holds
The multiple holds feature in Leap is really nice - unless you want to make sure that a bib you're selecting is actually the thing you want, the need for a preview option has been suggested in another Idea Exchange submission.
Another common use for multiple holds is creating what we at DPL call "Teacher Sets" where staff pull a bunch of topical items based on criteria provided by a teacher, place holds on them and then check them in to fill those requests and contact the customer.
Right now this is really clunky. Since there is no option to…
13 votes
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