628 results found
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Auto delete dated notes
We would like the ability to set a date parameter to auto delete dated notes. Our retention policy is to not keep any notes on a patron older than 5 years. Currently our staff need to manually look through all patrons with notes and delete the old ones. Now with dated notes we would like it to do this process for us possibly with an overnight process.
Bonus if it can also avoid dated notes that might be flagged in a way to not delete.
11 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…
11 votes -
Leap - allow for adding selected records to a PO or selection list
Please add more options for adding records in a record set to purchase orders or selection lists in Leap. Currently, the only actions in Leap are to bulk add records to a new or existing PO; the Polaris client also has options to add all records to a new or existing selection list, to add selected records to a new or existing PO, or to add selected records to new or existing selection lists. (See screenshots.)
11 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!
11 votes -
When logging into Leap make the focus on the Continue button
When you are logging into Leap on a machine where you've already logged in, a cookie is set that pre-fills the Branch and workstation. However, you canNOT simply hit enter to continue through this screen because the focus is on the workstation drop down.
This is a request to make it focus on the Continue button when you've already logged in on this browser to make the login process more seamless.
11 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.
11 votes -
Enable Add from file to bib and item record sets in Polaris client
Polaris client allows staff to populate a patron record set from an xlsx or csv on the local machine. Please enable this capability for item and bib record sets as well.
11 votes -
Patron Import Process (LEAP) adding Polaris Username field
Adding the ability to add / update the Polaris username field as an alternative barcode for students/patrons would be hugely beneficial in the import process. This would allow us to have a student ID as a barcode and a former library barcode for patrons to use at the expresscheck.
11 votes -
Autowaive Fine for Returned Withdrawn Items
We would like, when items with a Withdrawn status are returned by patrons in a good enough condition to still circulate, for the replacement fees associated with the item to auto-waive in the same way that items with a Lost status can auto-waive. This would prevent confusion at the circulation desk and streamline the check-in process.
11 votes -
Call Number Scheme Menu in Item Records
We use only two call number schemes in item records, either “Dewey Decimal” or “Other”. I wonder if it is possible to hide the rest of the schemes from the dropdown menu in item records. This will reduce the chances of accidental selection of an incorrect scheme.
11 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.
11 votes -
Entering new accounts
When entering new accounts in to LEAP, we enter the patron zip code and the city is automatically filled out. At Phoenix libraries, if the city is not Phoenix, we have to remember to change the patron code to Maricopa and the expiration date to only one year. Could these 2 fields also be automatically filled out by the zip code information. It would save a lot of jumping from the top of the registration form to the bottom and back...and could save mistakes when we have a LOT of outreach library card forms to enter.
11 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.11 votes -
Allow PolarisAdmin sidebar to be pinned
Unlike the Leap sidebars, you can NOT pin the PolarisAdmin sidebar, making it more difficult to move around the system versus the desktop SA.
11 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.
11 votes -
Add a parameter field for input to SQL searching
Could you please look into providing an input field on SQL Find tool searches to allow the library staff to easily enter a search parameter e.g. an items barcode, a patron barcode.
At the moment with the SQL FIND TOOL searches we have created, we must teach them to go to the WHERE clause and correctly change the parameter before re-executing the query.
A dedicated entry parameter would simplify the use and training of SQL searching using the FIND tool.11 votes -
Limit checkout to patrons from this library and branches
Most of our libraries loan the library of things and museum passes to their own patrons. However, since all members use Adult Resident patron code for their resident patrons, it is not possible to limit materials to their own patrons. Could a checkout setting be added to the item records, similar to the hold setting "patrons from this library and branches" and "x days past first available".
11 votes -
Increase visibility of Reading History feature in PAC
A consistent piece of feedback we get from front-line staff is that patrons struggle to find where to turn on Reading History and that they themselves often forget where it is located. Having it buried within "My Record"-->"Contact Information and Preferences" and having to scroll down to it apparently is not effective. Having the "Reading History" tab always visible under the patron's name on the left-hand menu would be more effective, instead of having it only appear once Reading History has already been turned on.
11 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…
11 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.
11 votes
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