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ILS - Polaris

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ILS - Polaris Updated

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Reporting & Analytics UNDER REVIEW

ILS - Polaris Updated

Automatic processing for item record details

Circulation, Access Services & Fulfillment UNDER REVIEW

ILS - Polaris Updated

Patron block pop up

Circulation, Access Services & Fulfillment UNDER REVIEW

ILS - Polaris Updated

Holds that can't be filled

Circulation, Access Services & Fulfillment UNDER REVIEW

ILS - Polaris Updated

Volume-Level Holds for Blank Volume Field

Circulation, Access Services & Fulfillment UNDER REVIEW

ILS - Polaris Updated

Live Preview Within Bibliographic Record Sets

Cataloging & Metadata Management UNDER REVIEW

ILS - Polaris Updated

Vendor integration

Customer Relationship & Account Management UNDER REVIEW

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  1. 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.

    13 votes

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  2. 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

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  3. 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

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  4. 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.

    13 votes

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  5. 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

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  6. 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

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  7. 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

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  8. Currently in Leap when checking out an item - if that item has an item specific hold on it for a patron - it does not provide a pop up or warning if you try to check out that item to another patron. In Polaris it would warn you that there was an existing hold on that copy. This was a very useful notice for circulation staff.

    13 votes

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  9. 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

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  10. 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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  11. It would be helpful if we could move rows up and down in the item statistical class code policy table. We have librarians transferring items between branches that have statistical class codes in them. The codes will automatically change to a different code when assigned to the new branch because the position of the code in the policy table does not align. The cataloger must remember to update that field to the correct code.

    This would be beneficial to our librarians, simplify their workflow, and prevent errors.

    13 votes

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  12. Home branch and Hold Limited to Pickup at are not part of 852/949 Embedded holdings field/MARC subfield mapping in import profiles, so we normally use the item template associated with the import profile to load the missing fields. We are using the Automatic MARC import via FTP (the equivalent of One-Click MARC) process linked to suppliers of which we can only have one per library since on the vendors side (Ingram, Midwest and Brodart) there is only one FTP directory per library which is linked to the supplier record. This means when we load records for multi-branch libraries, we can…

    12 votes

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  13. Toast messages can sometimes be difficult to catch if they fade too quickly or can get in the way if they accumulate on the screen. It would help if the toast appeared, then was reduced to a smaller indicator that could be cleared. Aso allow staff to open the history of toasts for their current session, so they can refind a message once they have finished what they were doing.

    12 votes

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  14. We'd like to see the date of dated notes be displayed on search results, in a record set, and also available as criteria in a Simply Report search. We'd like to use this tool for things like specific waiver expiration dates that do not coincide with patron expiration dates, among other things. By displaying the date in the search results we'll be able to quickly take a bulk action based on dates.

    12 votes

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  15. Presently in the Polaris client there are two paths to updating a branch's hours of operation in the Administration Explorer. The first is to access the table in the SA path Parameters > Patron Services > Hours of Operations; the second is to right-click the branch name, choose to edit it, and in the new window that opens go to the Tools menu and choose 'Define Hours of Operation'. The first of these two approaches requires the permission 'Modify parameters: Allow', and the second does not.

    We rely on staff being able to use the second approach for editing hours…

    12 votes

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  16. The Background Processing screen (specifically under MARC Import) does not currently support the newer LEAP pagination options available in other, more recent LEAP screens. This creates usability challenges when reviewing and managing historical imports.

    Problem:
    The current interface relies on a “More” button to load additional records page by page rather than having the option to load all and setting the record count to view. This creates several issues:
    • Staff must repeatedly click “More” to access older records, which is inefficient and time-consuming
    • There is no option to “load all” or quickly navigate to a specific point in…

    12 votes

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  17. Allowing staff to select different sounds when checking items in and out would be a great benefit. For example, when checking an item in and there is a hold, a different sound would help alert the staff, or when a patron's library card is scanned for checkout, a custom-selected warning sound would play. At busy times, it is easy to just go with flow because all the sounds are the same.

    12 votes

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  18. Our libraries would like to disable all the patron credit features. Most of our libraries do not accept lost-and-paid items; once the item is paid for, it belongs to the patron if found. We have 43 libraries in our system and our reconciliations of lost item payments is already complex enough that we can only do it semiannually. Adding a 'paid from credit" line is going to bring up questions from our auditors. And mistakes have already been made when staff doesn't see the credit on a patron's account and so asks them to make a payment.

    12 votes

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  19. It would be helpful to have a "view password" option in the login for library patrons/guests. I have gotten feedback from patrons who are visually impaired that having this feature would make logging in to their library account much easier, allowing them to identify typing errors before submitting their login information. The view password feature seems to be such a standard across wide array of platforms, pages, and applications. Why wouldn't a library be able to offer it?

    12 votes

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  20. Many screens in Leap are awash with 1px borders, which make it difficult to visually distinguish different areas of the system because of the "noise".

    While there are lots of ares for UI improvement across Leap, this one might be an easy win, as shown in the side by side screenshots.

    12 votes

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