76 results found
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LEAP - Picklist processing display - customize fields (exact fields TBD)
Currently the picklist processing report is as-is with no options to modify.
We've found it would be helpful for our library to have the last activity date to display when printing the picklist as items may have been returned within the last few days and on their way to being re-shelved or possibly on shelf for years & actually missing. Thinking others may have additional fields that would be of use to them as well.
It would be a helpful enhancement for staff to have the ability to choose additional fields to customize & re-arrange the columns on the picklist…
40 votes -
Un-cancel a purchase order line item
The ability to un-cancel a cancelled Purchase Order Line Item. Sometimes an order cancelled by a vendor will arrive anyways, or one edition is cancelled then later substituted for another. In these cases, it would be preferable to un-cancel the original POLI than to create a new one, or start from scratch at the invoice stage. Un-cancelling the POLI would also allow us to maintain the connection between the POLI and the Invoice Line Item.
Idea Value
This would save time and confusion for acquisitions staff, and allow us to maintain the connections between PO, Invoice and Item.40 votesFUTURE POSSIBILITIES (IDEA LAB) · 5 comments · Acquisitions, Serials & Item/Issue/Inventory Management · Admin → -
Allow users to create and save templates in SimplyReports
Many libraries run the same reports regularly, such as new items added, items withdrawn, circulation reports for authors or other limited parts of the collection, etc. The only thing that changes is the record set used. We can save report parameters, but to use a new record set you now have to find the old report in My Reports/type of report, select and edit it to use a different record set, continue, name and save the new report and then go back to My reports to repeat the whole process to run it. It would be much easier to create…
38 votes -
Ability to delete notification options
Ability to delete unused notification options (e.g., Mailing Address, Fax) so they can't be selected during patron registration.
Idea Value
Will save staff time cleaning up unused notification options.38 votes -
Add format types CD+DVD, Playaway, Book+CD-ROM
We'd like these new TOMs/Type of Material ('Format' in Leap and icon in the PAC). These currently display incorrect and/or unhelpful formats, though coded correctly in the MARC record:
CD + DVD: A CD issued with DVD displays in both Leap and the PAC as 'Videorecording'. If the DVD is primary it displays as 'DVD', better but still not ideal.
Playaway: These display in Leap and PAC as 'Audio Books'. Not technically incorrect but not really helpful either. We'd prefer 'Playaway' or generic 'Audio Media Player' or something else that more clearly differentiates these from CD audiobooks. You should be…
37 votes -
Remove No. of Renewals when item has not been auto-renewed
When an item cannot be auto-renewed, the first section of the reminder notice should not display no. of renewals to the right of the title. Patrons who do not read the text carefully tend to assume that the item did renew and they still have renewals left.
Idea Value
This would make it more obvious to patrons that the item had not renewed. There are already too many elements contained in the reminder notice, with no ability to bold or emphasize or reformat so the three sections are more clearly defined. This has led to a lot of confusion for…37 votes -
Preferred ISBN/UPC on PO Creation
When constructing an order, the latest ISBN from the bib record is used. It would be helpful if instead, the vendor could put the preferred ISBN/UPC into the 970 and when the PO was built, that PO number could be pulled from the 970 for the library rather than displaying a red exclamation and requiring the staff to manually check the PO to make sure Polaris selected the proper ISBN/UPC from the order record.
35 votesFUTURE POSSIBILITIES (IDEA LAB) · 8 comments · Acquisitions, Serials & Item/Issue/Inventory Management · Admin → -
Transitioning Claim Returned and Claim Never Had
We would like Polaris to transition items with a Circulation Status of Claim Returned and Claim Never Had to Withdrawn after a specified number of days. We envision this working like Lost Item Transition and the Missing Item Transition.
Idea Value
Adding this feature would allow a library to automatically remove items from patron view and allow for a more streamline process for deleting item records.35 votes -
PAC Language should use 041 in addition to 008
In PAC, Language only searches the 008 field (the item's primary language). It should also search 041 subfields a and d (the item's other languages). For example, if we have a bilingual book in English and Spanish, a search for materials in Spanish will not find it because Spanish is not the primary language in the 008 field.
Idea Value
Users will be better able to find items by language, especially those in more than one language.34 votes -
Send verification email when patron pre-registers using PAC
When a patron pre-registers for a library card using the PAC, they need a verification email sent to them that confirms that they've successfully created an account. This email should include the temporary barcode that is assigned to them, instructions on how to access their account on the PAC, and what to expect next.
Idea Value
1. The email provides instant feedback to patrons so they will have a more positive user experience.The temporary barcode created when a patron registers is not discoverable after logging out of the initial session. The enhancement would allow patrons to use the library…
34 votes -
Leap Check Out Button Label Receipt and add Button to Close without Receipt
In Leap relabel the current submit Close button to Receipt. Add an additional button next to it called Close that that would close the record check out the material but would not generate a paper receipt print dialog box etc.
Idea Value
This would save paper for those libraries that have suppressed the print dialog box in their browsers for Leap and patrons that did not want a paper receipt.34 votes -
Custom Hold Pickup Durations Based Upon Material Type
We'd like to have the ability to change hold pickup duration based on material type. Many libraries are now offering Library-of-Things types of collections, as are several of ours. And they'd like to make it so you could put a hold on a LoT item, but you need to come get it in 24 hours, or 48 hours. Not in seven days or five days as set by an overarching system parameter that governs all the holds.
We already have material type specific parameters for fine codes and loan periods. The inability to adjust hold related parameters seems like a…
34 votes -
Leap: MARC Import profile should select default file
In the staff client, we can set a default file for a particular import profile. When that import profile is used, the file is already selected and we don't have to search for it. We'd like this same thing in Leap, but currently aren't able to set a default file and have to search for it every time.
Idea Value
This would prevent having to search for the exact same file every time when importing. It would save time, is more efficient, and already works well in the staff client.34 votes -
Suppress FAST headings in PAC
We'd like the ability to suppress headings in the Subject facet based on the heading's source (subfield 2 in the bibliographic record). Currently my consortium is deleting FAST and Sears subject/genre headings from the bib record because we don't want them to display in the Subject facet, and there's no way to hide them otherwise. This takes staff time, and also means the data is not available if we decide to use the headings in the future. There are probably other libraries not taking time to delete these headings, who would like a simple way to suppress them.
Idea Value…
32 votes -
Set Unclaimed Items to Missing from Picklist in Leap
Add a "Missing" button to the action headers above the items in the Unclaimed tab of the picklist in Leap.
Idea Value
When staff open the unclaimed list and pull items off the hold shelf, they have no direct way to handle items missing from the shelf. Rather than having to use a lengthy work around, it would be more efficient if staff could change the item circ status from within the Unclaimed tab.Currently staff have to copy the barcode to check in the missing item (by logging in as the assigned branch - something they may not have…
32 votes -
Granularity in Staff Permissions
This idea has been brought up before I believe as an enhancement. We would like more specific permission levels in item modifications. Specifically we need the ability to set permission to modify the Circulation Parameters in an item record (Material type, Loan period, Fine code, Renewal limit, separate from permission to change any Call number fields. This would allow us to choose which modifications certain levels of staff have the permission to perform.
Idea Value
This would result in fewer errors and fewer cataloging corrections on item modifications that have been done at the branch level. We realize this is…32 votes -
Add option to de-dupe on EAN, in addition to ISBN/UPC
We'd like a bibliographic duplicate detection rule using 024$a with first indicator 3, either a new rule or modifying the existing 024$a rule. Currently there is a UPC rule that uses 024 1; there is also a 024$a rule but it specifically excludes fields with indicator 1 or 3. Why no option for 024 3? The 024$a rule says it "exclud[es] ISBN and UPC" but ISBNs aren't in 024. It does exclude EANs though, which means a lot of bibs, especially CDs, aren't detected as duplicates and one must manually find and merge them. That is, if they know to…
32 votes -
Captcha for online PAC card registration and user login.
I would like to have the option to require a customer to complete a captcha challenge to signup online for a PAC card.
I would also like the option to require customers to complete a captcha challenge when signing onto the PAC.
Idea Value
Security - honestly this should already be done.31 votes -
Allow Lost or Billed Items to Be Claimed
I'd be really helpful if it were possible to claim lost items. This has always been an issue here at Chicago Public Library, but even more so after we went fine free and started making items go lost after seven days. Now items often go lost before patrons notice, and it takes a lot of staff time to return the items and check them back out to the patron just to claim them.
Idea Value
Being able to claim lost items items would make life easier for staff and speed up circulation desk lines.As more and more libraries go…
31 votes -
Ad-Hoc Bulk Changes for ALL Record Sets
Currently only Item record sets have the option to bulk change selected records (Polaris 6.2). We'd like this to be available in all other record sets.
Idea Value
Many of us (myself included) have tried to apply a bulk change to a small number of selected records within a record set, only to have the change applied to all the records in the set. It's beneficial having an ad hoc bulk update option with item record sets, but it's a gap not having this available for patron and bib records as well, since they also frequently require bulk edits. The…31 votes
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