677 results found
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Alphabetically sort subject heading tags
Allow the 650 & 655 tags to be sorted alphabetically. When bringing in older MARC records there can be masses of duplicated headings. The ability to sort them alphabetically would make deleting them much easier.
13 votes -
Configuration for Patron Fields to Copy
When creating multiple records for a family, our staff often copy the patron record when creating the next. Unfortunately, they sometimes changes some needed fields when copying. It would be great to be able to configure what fields are copied in a patron record. For instance, not copy the birthdate and the first/middle name. From what I can see, this is currently not available. https://documentation.iii.com/leap/8.0/Default.htm#LEAP1_0/Patrons/Copy_an_existing_patron_record.htm
13 votes -
Flag a dated note to float to top
We would like to set a dated note to auto float to the top. In the old notes we always put important notes on top so that it catches a staff members eyes quicker than reading through all the notes. We would also like to flag it in a way that indicates it shouldn't be deleted.
Examples:
We note accounts to indicate someone is a current employee or former employee with staff privileges.We note to not waive fines on patrons that we have had a lot of issues with. No one needs to read through all of their notes…
13 votes -
Place multiple holds for one patron in a purchase order
It would be very helpful if Polaris had an option to be able to highlight multiple titles in a purchase order whether in the pending process or released process by being able to select multiple titles, right click, and PLACE multiple holds for one patron.
13 votes -
provide a "here today" button in Leap.
Provide staff with a single click option in Leap to find titles on shelf at the location they are currently logged in under. Many staff default to using the PAC for its Available Now option - which is great but, is problematic if a customer doesn't have their card and/or doesn't know their password. While we can emulate the Available now search in Leap thru filters or saved search parameters, even accessing those saved searches can take several clicks. Offering an available or here now button would make this much faster and would be used very often
13 votes -
Allow libraries to reset staff accounts that are locked out
There are a few scenarios where staff don't remember their exact password and get themselves locked out of LEAP: they are adjunct staff who work infrequently, they have just returned from a long vacation, or simply have brain freeze. In these cases, they open a support ticket, and I would like to be able to reset their account so that they can log in immediately, the same way I can now clear an object lock on an item that someone needs to use. Thanks for considering!
13 votes -
More information on ILL
On the information page for an ILL, there should be the ability to see what staff have interacted with the ILL or if a patron has made a change. We had an ILL get cancelled before it arrived to our library, but we can't tell if it was a staff initiation or a patron one. In the record for a regular item, I can see who has done what with a hold. This would be useful for follow up.
13 votes -
Improve Leap quick search for complex patron names
The Leap quick search could do a better job of searching Hispanic names. Often, patrons consider their first two names as given names, not as first and middle, which makes it difficult to search for them when they come in without their cards. For example, if I search for Luis Miguel Paco Sanchez using all four names, LEAP finds the patron. If I search for Luis Paco Sanchez or Luis + either last name individually, LEAP will not find the patron. If I search for Miguel Paco Sanchez, LEAP finds the patron. In this example, Luis Miguel is the first…
13 votes -
Link Supplier to Fund for Header Charges
The ability to link a supplier to use a specific fund so that the header charge gets applied to that fund instead of having to select one generic fund for all header charges.
13 votes -
Bibliographic consistency check when editing bibs
In cleaning up bibliographic data after years of laissez faire cataloguing practice, we have run into a consistent stumbling block that requires us to backtrack. Certain bytes, especially in the 007 and 008 fields appear to require consistency across them to properly read at an item level (we became aware of this when getting red toasts scanning items for a weeding record set, that appeared initially to be in the inclusion criteria).
By way of example: If you input in 007 an 01 byte of 'd - Videodisc', than the 04 byte would have to be 'g' 'h' 's' or…
13 votes -
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 -
Update Language Field in Item Bulk Change
The Language field was added to Polaris in 7.4 (I believe). The only way to update the Language field is to manually update each item record manually. As you can imagine, that is very time-consuming. It would be ideal if our Collection Management department could pull the appropriate item records into a record set and then do a batch update of the Language field.
13 votes -
Add a running total to the Fiscal Year - Funds tab
Add a running total to the Fiscal Year - Funds tab - FREE BALANCE column.
This will allow a quick check of the year's budget 'bottom line' to see what the balance to be spent is.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 -
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 -
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 -
Block holds creation when all items in a suppressed circulation status
There should be an option to block patrons from placing holds on items if there is only one owning library and the circulation status of the item is listed as missing or in storage. While in storage items should be visible to patrons in the OPAC since sometimes that item can be taken out of storage if a patron wants it, they shouldn't be able to place a hold if there's only one owning library and their only copy is listed as in storage. Like withdrawn items, missing items simply shouldn't show up at all for patrons as an option.
13 votes -
Serials: Ability to link to, edit, and print route lists in Leap
When checking-in an issue of a Professional serial, Leap will give a notification that a route list exists for that title. Leap will not link the new issue to the route list or print the list. Currently, my library has to use staff client when checking in Professional serials. It would be very helpful if this feature would be added to Leap.
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
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