484 results found
-
Improve display in Polaris client for held holds that are cancelled
We are upgrading to 7.4 soon and noticed that one of the new features (from 7.3) was the ability to cancel held holds. These seem to display really nicely in Leap (especially with the holds to action tab), but the display in the Polaris client could be improved. Currently, it seems like these cancelled holds just get added to the cancelled view which does not give any indication that the item was on the hold shelf and needs to be pulled/checked in.
I would like to see either a canned report that lists all held holds that were cancelled at…
11 votes -
Add electronic signature option to online registration
We are interested in going paperless and no longer using registration cards but we would still like to collect patron signatures. Can Leap/Polaris allow for electronic signature collection?
11 votes -
Transitioning claims returned to Lost after a set time and adding a bill
We would like to have to option for claims returned items to automatically go to Lost after a set time and adding bill to the patron.
Idea Value
This would take out the manual process of chasing up items that have been put to claims returned/never had.11 votes -
Make Secure Patron more functional
All use of Secure patron when customer has checkouts, holds, etc.
The secure patron function in Leap does almost exactly what we need for what we call suspended patrons (those not allowed on library property) - it blocks a customer's record and provides a clear, visual indicator that the account has been secured.
I can't use it though and had to create a workaround to accomplish much the same thing because Secure Patron is only an option when the patron has no account activity. This makes no sense and renders the function unusable.
11 votes -
Ability to mark an item Missing or Damaged if it not owned or assigned to branch
In our 21-branch library system, staff need the ability to mark items as Damaged or Missing—even if the item is not owned or assigned to their specific branch. Currently, the process requires multiple logins and workstation changes, creating inefficiencies that impact service.
We've encountered lots of item management issues since migrating from SirsiDynix Symphony. Most recent issue was with handling lost-and-returned items. Specifically, when a customer returns a lost item to a branch that does not own it, and the item is damaged, staff struggle to process it effectively. Our policy requires holding damaged items for six months in case…
10 votes -
Captcha for Self-Registration
It would be nice to be able to add captcha (or something similar) as added protection to Self-Registration through the PAC. It would ensure that a human is actually entering the information on the other end rather than a bot. An uptick of suspicious registrations is eating into valuable staff time and we would like to be able to add a layer of protection to our Self-Registration process.
10 votes -
Add Items to a Record set from Patron's Hold List
Cataloging staff use staff cards to request items in for call number changes or various projects. It would be helpful for them to be able to add those items into a Record Set for bulk changes directly from the patron record Hold list, in lieu of individually from the item records.
10 votes -
Update Bulk Waive schedule in LEAP - add reoccurring
Provide an option to schedule bulk fee waive in records on a reoccurring basis, such as daily, monthly, or other specified intervals. At the moment you can only select one date and run it once.
10 votes -
Add a filter in the Leap find tool to search Hold Pickup Area's
Currently you can search hold requests by pickup location.
Libraries would also like to search the hold requests by pickup areas.10 votes -
Search Item Records in Leap using Last Activity Date
It would be helpful if we could search using the Find Tool for items with a Last Activity Date. Last circulated is a search option, and Last activity is a column option to display, but I have yet found a way to use it in my search criteria.
10 votes -
Clearer messaging when an invalid barcode is used in a password reset
A patron was using their former barcode to try to do a password reset, and before we realized what the issue was, the system told them they 'had no email address' associated with that account. It would be more helpful if the system told them the barcode was invalid or, even better, that they were using an old barcode.
10 votes -
Improve Hold Duplicate Detection
Hold duplicate detection has a flaw that allows duplicate hold requests to be placed on the same titles. The detection seems to apply on title and author information stored with the hold request (apparently on the SysHoldRequestSearchTerms table), which stores point-in-time title/author details that may change if the bib record is overlayed or edited.
This idea is for improving the duplicate detection to fix this gap, but also any similar gaps I may be missing where title-related data is stored separately when the hold is created, and referenced by the dupe detection (I'm not seeing separate tables storing elements like…
10 votes -
Allow volume level AND item level requests
We were told that in order to activate volume level requests in the PAC and in Vega, we would have to turn off the ability for item level requests to be placed, since it's an either or setting (see attached). However, we need to be able to offer our patrons both options. In the case of volume level requests, we can't have patrons getting a random volume that they might not even want when they place a title level hold. Since we also have patrons that use item level requesting, we can't just turn that off in favor of volume…
10 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…
10 votes -
Ability to Bulk Un-Delete Bib Records in record set
In the Polaris client (we're on 7.6) we would love to be able to un-delete "half-deleted" bib records (any in "Delete" status).
We receive a monthly report of "Bibs without Item Records" for final weeding and we're finding many "half-deleted" bibs where staff have deleted the final copy on a record and clicked "delete" in the pop-up instead of "suppress from PAC".
We would like to be able to bulk change these Delete-status records back to Final so we can extra needed marc data (OCLC #s, primarily) and then properly double-delete them.
10 votes -
Include count in Leap table filter
When using the filter box in a Leap workform (for example, in Reading History, Out, holds or really anywhere you have ability to filter a view), please add an indicator of how many items are caught in the filter. For ex. a customer has 85 items checked out and wants to know how many DVDs they still have out. Typing DVD into filter reduces the list but doesn't tell you how many DVDs there are. The only option is count them.
10 votes -
Ability to assign a specific cataloging fund to Opening Day Collection orders in Polaris
Opening Day Collection orders are created when large numbers of new books and videos are needed to either create an entirely new collection for a branch or to partially replace a collection. Large orders tend to produce large quantities of invoices; for this reason, streamlining all possible aspects of invoice payments is essential to help expedite payments for these orders. It would be very helpful to all libraries if Polaris offered functionality to assign a specific cataloging fund to Opening Day Collection orders. The new functionality would save libraries significant labor when paying invoices for these orders without affecting regular…
10 votes -
Need permission to turn off Damaged Feature in Polaris 7.5
The Damaged feature in Polaris 7.5 was implemented without a permission to enable libraries to turn it off if they prefer their existing procedure. Because we can't turn it off and we have several hundred staff members, many new, all of whom do not have all our procedures memorized, some of the staff now use the Damage feature. This means that we now need a report to catch these transactions and extra staff time to undo them. To try to mitigate, we changed the string "Damaged" to "Do not use". It would be much preferred if a permission would allow…
10 votes -
Search by Loan Period
Add the search options in Leap for Loan Period, Fine Code, Material Type and Statistical Code.
10 votes -
GMAIL Spam Regulations
Can the Polaris notices are more inline with the new GMAIL Spam Regulations. https://blog.google/products/gmail/gmail-security-authentication-spam-protection/
10 votes
- Don't see your idea?