613 results found
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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 -
duplicate holds criteria for video games
When deduplicating hold requests, Polaris looks at title, author, and material type. Therefore, it doesn't allow our customers to place holds on the same video game title for different consoles.
Please also consider UPC during the hold request duplicate detection process.11 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.
11 votes -
Bulk Checkout of Holds
I would love the ability to check out all of a customers holds at once, similar to the functionality in Outreach Services and Borrow by Mail.
11 votes -
Search by Loan Period
Add the search options in Leap for Loan Period, Fine Code, Material Type and Statistical Code.
11 votes -
Add a feature for "weeding" inactive patrons similar to the new weeding workflow in 7.5
It would be great if staff could create a record set of patrons to delete and a supervisor could review them before deletion, similar to how item records can be reviewed in a record set by a supervisor before deletion.
11 votes -
Record Set Link Generator
Add a link generator to the Record Set application. There's way too much room for error in expecting staff to create a custom URL every time we need a record set. It would make sense to have it near the Export function under the Actions menu. Thanks for considering!
11 votes -
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 -
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 -
Log Duplicate Invoice Errors During Polaris Invoice Creation Request Add an error message to the EDI logs wh
Add an error message to the EDI logs when an invoice fails to load into the Polaris invoice tables due to a duplicate invoice number already existing in Polaris.
This is becoming a bigger issue as Ingram has changed their invoice number scheme and they are using the same numbers as Midwest has used. There is no way to delete or edit past Midwest invoices, so this is a critical issue for figuring out why invoices aren't loading.
Current Issue
- If a duplicate is detected during the Polaris invoice creation step, no error is recorded.
- This results in…10 votes -
Suppress Deleted Items from Staff View
With the option to retain deleted item records, results for staff can become cluttered with items that are no longer available. If we could suppress the display of "Deleted" items list on a bib (similarly to the suppression of "Discard" status items in the OPAC) this would allow us to retain item details for historical/statistical purposes without inconveniencing staff. It would be useful to suppress bibs where all items are deleted as well, but I can understand if that would need to be spun off into separate development.
This could be done as a setting, so that they don't surface…
10 votes -
Automatic Posting and Sending of OverDues to Library Directors
Post OverDue notices to the database without printing them. We have libraries that are not regularly printing and posting to the database overdue notices so items move in the system to missing and withdrawn before some libraries ever send out a notice. Some libraries haven't sent them in 1-3 years. So, I want to post them and then email a pdf on the overdues automatically on the first of every month.
10 votes -
LEAP Add indicator for open Tabs or Records
Tab session visibility is unclear, leading to records being locked unknowingly by users.
In addition to "hamburger" on upper left-hand side of the screen three horizontal lines.Please add Tab indicators or auto-close function when navigating away.
10 votes -
Label Manager Subfields
Please update Label Manager to restrict the Content option of Author from including subfields 0 and 1 when printing. These are relatively new fields for linked data. We would like to retain the data without have to manually deleting it in Label Manager to print pocket labels. They are valid in MARC21 and should be retained to future-proof our records for if and when Polaris makes use of linked data.
10 votes -
Save patron name when deleted on holds to action
- Patron has a held item
- Held item is cancelled
- Then the patron record is deleted
- The hold on the holds to action will have no patron name shown.
This means that staff have no real way to know where their hold is on the hold shelf (holds are arranged on the shelf by patron name) to be removed. This was originally entered as a bug, but it was closed as a bug because it was working as designed.
10 votes -
Show workstation and staff information for posted patron notices
When some notice types are posted, they show up in the item record history. But not all notices show up there, for example, printed hold notices do not show up there. It is also difficult, for example, if you want to find out who printed a fine notice to be able to locate that information because it isn't always tied to an item record.
This request is to add to the notice history information on the user and workstation that posted the notices to the database. There is very miniscule information in the notice history already.
This additional information would…
10 votes -
Allow favicon to be set for leap as a staff visual cue
You can set the title bar color and the login message for Leap. However, it would also be nice to have the option to set the favicon so when you have a test, development, and production server open, you could use a favicon to more quickly distinguish between them in your open tabs.
10 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.
10 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…
10 votes -
Add 'Hold Activated/Created" to item history
It would be useful to have in the item history when a hold was activated. I had an instance where an item was put on hold for the wrong account, and it would have been useful to see who had placed the hold or where it had been added. I figure you can see this from the hold record, but the staff member who had received the accidental holds cancelled them before we got a chance to look at it.
10 votes
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