695 results found
-
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 -
Call Number drop into the Classification field in the Item Record
Have the Call Number (082 #a) drop into the Classification field in the Item Record when the item moves from On Order to Received.
This function would most benefit staff who catalogue (or import full catalogue records) and then manage the Purchase Order process.
The goal is to reduce the room for error when adding items.
16 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
16 votes -
Move Leap timeout setting to SA
We would like to be able to adjust the timeout in Leap after inactivity ourselves. Currently, we have to contact support to do this after each upgrade, since it resets itself. If the setting was in SA, we could reset it ourselves after each upgrade.
16 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.
16 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.
16 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.
16 votes -
Vernacular script display for non-Roman language materials
MARC records for non-Roman language materials come to us from OCLC with the vernacular script in the 880 fields. Since that doesn't display in Polaris/Leap like we want it to, we have been using MARC edit to swap the 880 fields with the transliterations contained in the regular MARC fields. We are hoping there can be a better way, and Polaris can simply let us choose to use the 880 fields for display when they are present OR display the 880 information alongside the transliteration.
There are several places where the transliteration appears when we'd like the vernacular script to…
16 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.
16 votes -
Allow libraries to customize info displayed in Leap Patron Record header and properties
We need a way to bring perennial critical patron info to staff attention without creating blocks for customers or forcing staff to open the full patron registration. Having this info in the patron record header or properties would be ideal. For example: at our library, customer registered at branch is not critical info yet it is the most prominent value displayed in the header after name and card number, if we could designate UDF values to take it's place (such as bookmobile stop or language assist needed) or have space to reveal a designated UDF value under patron properties, it…
16 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)…
16 votes -
Add email notices to Use Name on Identification in LEAP Registration
If the check box is checked for Use Name on Identification it only applies to print and telephone notices. It needs to apply to email notices too.
16 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?
16 votes -
Add confirmation when cancelling a patron registration
When adding a new patron in Leap, you have Save and Cancel options. It would be helpful if there was a confirmation before the form closes when hitting Cancel if there is data in the form. Several times, staff have accidentally closed the form they just completed when trying to hit Save. It's not the end of the world, but it's inconvenient.
15 votes -
Customize Items view of bibliographic record
The current fields displayed in the Items tab of a bibliographic record aren't always sufficient for our needs. For example, displaying the Copy or Volume field would be extremely helpful for encyclopedias, yearbooks, or other continuing resources with multiple distinct copies on the same record.
15 votes -
Advance Additional Hold Requests Through RTF Sequences
When multiple hold requests exist for the same title, Polaris may keep all of the requests in the same Holds Request to Fill Routing Sequence as long as a single eligible item remains available in that sequence. This can occur even AFTER one item has already been identified to fill the requests.
As a result, the remaining requests may wait through the full primary and secondary routing periods before reaching the tertiary sequence, even though other libraries have available items that could fill them immediately. Depending on the configured days-at-branch settings, this can unnecessarily delay requests.
Polaris should evaluate each…
15 votes -
Include Hold Bulk Change in Background Processing
Polaris 8.1 introduced Bulk Changs within the Request Manager. However, when a bulk change is made, the only verification the user receives is a message that tells the user how many holds were changed. It would be beneficial (and would follow Polaris' bulk change practices) to include the results in the Background Processing function.
15 votes -
Preview Bib for SHR and Hold creation
It would be useful if Leap had an equivalent for the following client functionality:
Right click on bib search results to see a preview of the record. This is a time-saver when creating new serial holdings records and when placing holds in cases where titles may be similar.15 votes -
Have the Physical Condition information pop up when checking in and out items
Currently, item condition information is put in the Free Text Block. However, that information can be overwritten (and lost) if the item becomes part of a record set that is universally updated. As it's important to know item condition issues, it would be great if the Physical Condition block could be a pop-up when it includes information.
15 votes -
Leap - Copy fund allocations
I am writing to request an enhancement for the Leap Acquisitions module. Currently, the system does not allow users to copy fund allocation numbers.
When adjusting funds, the Encumbrance and Expenditure Fund Balance Limits often do not update automatically. This requires me to manually re-type the "Total Allocated" amount into six different limit fields. Manually entering the same 6-digit or 7-digit numbers multiple times is not only time-consuming but also creates a significant opportunity for manual entry errors.
Could you please update the system to allow copying from the "Total Allocated" line and pasting into the limit fields? This small…
15 votes
- Don't see your idea?