458 results found
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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.
7 votes -
When refreshing the Leap Offline installation, offer the Offline mode link again
When you refresh the Offline installation in Leap it would be good to present the URL for Offline mode bookmarking again. The suggestion would be to show it in the pop-up toast message once the offline data is refreshed.
There currently is not an easy way for staff to get to the Offline link again without deleting the offline files and setting it up again.
7 votes -
Ability to put an ILL back on hold for a patron.
Occasionally, we have an issue where an ILL has been checked out to a patron, checked back in, and needs to be put back on hold for a patron. But there is not an option to in the system. For example, in the linked images, the patron thought there was something wrong with the ILL, returned it, and we were going to reorder it. But we realized what the issue was after it had been checked back in. We were not able to replace the hold on the item showing available. We even went in to the item record to…
7 votes -
Allow patrons to group holds for different formats (like staff can in Polaris)
In Polaris, staff can group holds on different formats together for patrons if, for example, they don't care whether they get the DVD or Blu-ray, or the regular print or large print. This would be great patron service if they could do that themselves.
7 votes -
neunaberb@nampalibrary.org
Acquisitions - need the ability to limit/filter search to Fiscal Year of Suppliers for Invoices or Purchase Orders. Currently, if we look at a Suppliers order history, or invoices, we see everything since we migrated to Polaris.
Sometimes, we need to see how much we are spending with a specific vendor and/or need to see an on-order list with a supplier.7 votes -
Do Not Merge Checkbox Added to Registration
Indian Trails Library has had a large flux in separated families with parents living in two different library districts. The parents want to keep their accounts separate. According to IL these children are entitled to have a library card with each parent when they reside at both addresses.
Also, we have several members with two properties in different library districts. A few times now the accounts were merged and the members have been upset with the library even though we placed notes on the member's account not to merge the accounts.
A "Do Not Merge" checkbox added to the Registration…
7 votes -
New Item record status - logical deletion
It would be useful for administrators and reporting if item records were not physically deleted from the database. Maybe the introduction of an additional item record status that leaves the record in the database but excludes it from all aspects but reporting and administrator access?
In our case we need to report periodically on item records being deleted. Once the record has been double deleted by a branch, I can no longer see it in Polaris, so I am relying upon spreadsheets captured at different points in time to capture the necessary data. Having a status of "logically deleted" could…
7 votes -
Permission that would block the checkout function but allow for check in of items.
We allow our Pages to check in items. In order to give them access they get access to Circulation control. That access is giving them access to both check out and check in of items. We would like to limit that access to only allow for check in and not check out. There seems to be a separate permission for the check in dialog box but nothing for check out and check out needs to be blocked for our Page group access.
7 votes -
Circulation by Loaning Branch at the Bib level
Currently the preview screen in Client and the Bibliographic level statistics screen in Leap provides circulation by Owning Branch. It would be more helpful in determining where a title is popular (and more useful for acquisitions) to have this data based on Loaning Branch. Use on a specific copy would still be accessible on the item record. If circulation by loaning branch can't be provided there, having it accessible elsewhere from the Bib record would be great.
7 votes -
Ability to Edit Automated Purchase Order Numbering
I would like to have the ability to edit the "Last Used Purchase Order Number" field. I have a FY** prefix attached to each PO I create and would like to restart the numbering at 1 at the beginning of each fiscal year. Currently, our Site Manager has to reset it for us.
7 votes -
Allow Staff to Select City/Town When Multiple Locations Share the Same Postal Code
Currently, there are two options for handling postal codes, which I like to term: “Wild West” and “In Lock Down”. The postal codes are collected and managed within the Postal Code table in Administration>Explorer>Database Tables. Staff functionality is governed by the permission Patron registration: Modify postal address fields.
The Wild West option is to allow staff the permission to enter any address information provided by patrons, resulting in a table populated with a lot of incorrect city/town to postal code data. This way lies madness and continuous clean-up.On the other hand, removing the permission from staff logins, puts them…
7 votes -
Diplay patron charges on printed checkout receipt
Currently, a patron's current charges (for fines, etc.) can be listed on their emailed checkout receipts, but not on their printed checkout receipts. It would be very useful for patrons if the printed checkout receipts could also include this information.
7 votes -
ILL Requests to OCLC in the PAC should duplicate check correctly
Currently, when a patron is placing a request for ILL via OCLC in the Polaris PAC, Polaris offers a "local item" to hold if the item is in the local Polaris database. Unfortunately, I have just learned from my Site Manager it is only checking title/author to suggest a match, not format. We have seen the PAC suggest a "local item" for different format (DVD when a Blu-Ray is requested; regular print when a large print is requested) in addition to different item entirely (a remake of a movie when the original is requested; a tv adaptation when a feature…
7 votes -
More Configuration Options For Hold Pickup Slips
We would like to be able to have more options for configuring the Hold Pickup Slip. Our current hold pickup slip is printed using an older piece of Bibliotheca RFID software that is no longer supported. The software allows us to configure the position, orientation and font size of each element on the hold slip. We are also able to select the number of characters to print for each of those elements, for example, first 3 characters of the last name, first character of the first name, etc.
7 votes -
Add ability to charge a fee to patrons for expired, trapped holds
Our library went fines free, but still charge patrons if they place a hold, but do not come in to pick it up. We don't want to charge them to place the hold, but do want to charge if we transit the item, make it available, but they don't come get it. In lieu of fines, this is a major revenue stream for us. We are migrating to Polaris and are surprised to learn it does not offer this functionality. Please consider adding this!
7 votes -
Ability to digitally save patron registration card to record
We would like to be able to save a scanned copy of a patron registration card to our patron's record. Louisiana is passing a law on content restrictions that requires us to store this information as well as any signed waivers. It would be convenient to be able to scan and save this information directly to a patron's account rather than dump all the saves into a cloud storage platform.
7 votes -
Stop Hold being Trapped that Cannot be Checked Out by Material Type Limit of Zero
I propose that if the patron limitation is zero for a material type check out then the item will not be trapped for the patron. They will stay on the top of the holds list until an item that does not have a material type of zero for that patron type is checked in and trapped. Thus making the material type check out limit of zero a true material type block.
Background:
When placing bib holds sometimes items on that bib will have different material types. These different material types will sometimes have limitations on the amount that can be…7 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.
6 votes -
Edit Half-Deleted Item Records
When doing clean up work we run into instances where we are not able to delete something like shelf locations because it is assigned to records that are in a deleted state. While we know we can just delete the records 1 more time, some of these records are tied to other things we track and would prefer to keep them in the system.
Currently we bulk change them at the server level but would like a way to be able to do this within the ILS.
6 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.
6 votes
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