677 results found
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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Autowaive Fine for Returned Withdrawn Items
We would like, when items with a Withdrawn status are returned by patrons in a good enough condition to still circulate, for the replacement fees associated with the item to auto-waive in the same way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 -
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 -
Update Bulk Waive schedule in LEAP - add reoccurring
Provide an option to schedule bulk fee waive in records on a reoccurring basis, such as daily, monthly, or other specified intervals. At the moment you can only select one date and run it once.
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 -
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 -
Fund Hierarchy Report
Currently, the fund hierarchy report organizes at the Organization level by Org ID. This means that as new organization levels are added they drop to the bottom of the list, and I'm often looking at this from an alphabetical perspective. It would be helpful to have the option to organize the output alphabetically instead.
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 -
Circulation by Loaning Branch at the Bib level
Currently the preview screen in Client and the Bibliographic level statistics screen in Leap provides circulation by Owning Branch. It would be more helpful in determining where a title is popular (and more useful for acquisitions) to have this data based on Loaning Branch. Use on a specific copy would still be accessible on the item record. If circulation by loaning branch can't be provided there, having it accessible elsewhere from the Bib record would be great.
11 votes -
Ability to assign a specific cataloging fund to Opening Day Collection orders in Polaris
Opening Day Collection orders are created when large numbers of new books and videos are needed to either create an entirely new collection for a branch or to partially replace a collection. Large orders tend to produce large quantities of invoices; for this reason, streamlining all possible aspects of invoice payments is essential to help expedite payments for these orders. It would be very helpful to all libraries if Polaris offered functionality to assign a specific cataloging fund to Opening Day Collection orders. The new functionality would save libraries significant labor when paying invoices for these orders without affecting regular…
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 -
Electronic invoicing with EBSCO
Electronic invoicing has been available with EBSCO through Innovative for years. This is a big set back not having this feature with Polaris.
11 votes -
Patron reminder for upcoming address check
Have a reminder for patrons via TXT, email, telephony, mail-whatever their preference is, to remind them about their upcoming address check. Many patrons do not bring something with their current address with them when they come to the library to grab a book. This could be helpful for both staff and the patrons.
11 votes -
"Undo" check ins/outs and other functions
It would be very helpful to have an "undo" button for more functions in Leap. Particularly for when you accidentally check something in/out.
10 votes -
Leap Login Setting: Set Default Branch to Workstation's Assigned Branch
Requested Change:
We would like to be able to configure Leap to match the Polaris Desktop Client's login behavior with regard to session branch selection. We would like it to default to the workstation's branch.Desktop Client:
When logging into the Polaris Desktop Client, the "Please select a branch for this session" dialog dropdown menu defaults to the Workstation's branch.Leap:
When logging into Leap, the "Select your Branch and Workstation" branch dropdown defaults to the User's assigned branch.Why:
At our organization, most staff are transacting in Leap on a desktop computer that is installed at a particular location.…10 votes -
De-index or filter deleted staff accounts in web system admin
In the staff client, it's possible to delete a staff user account in system administration and the account will no longer show up linked from associated records or in search results. In the Web version of System Administration (as of at least 8.0), deleted staff users continue to show up, but the username is appended with "(Deleted)." User accounts in Web SysAd can be sorted based on whether they are Enabled or not, but the search and filtering options don't allow for filtering out Deleted staff from searches. We have been on Polaris since 1998, so our Deleted staff far…
10 votes -
delete all permission groups from staff account
It would be helpful to be able to select all permission groups in a staff account and delete from PolarisSA. This exists in the client. When a staff member changes positions, we copy the new set of permission groups from an existing account, but first we delete all their existing permissions in case they have something they will no longer need. In PolarisSA, this requires deleting each permission group individually.
10 votes -
Add Date to Dated Note in Search Results, Simply Reports, etc.
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.
10 votes -
Allow Patron Merge Directly From Duplicate Patron Records Pop-Up
Currently, Leap will surface any potential duplicate accounts when you go to save a patron record based on the configured criteria. Unfortunately, it's not particularly actionable and, while it is nice that you can click the other account names to pull up the full record, it requires a lot of back and forth to confirm information on one account or another before performing an independent Merge action... which is to say that most staff aren't likely to perform an account merge in the moment and probably won't come back to it later... I think this could be remedied by allowing…
10 votes
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