677 results found
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Preview Bib for SHR and Hold creation
It would be useful if Leap had an equivalent for the following client functionality:
Right click on bib search results to see a preview of the record. This is a time-saver when creating new serial holdings records and when placing holds in cases where titles may be similar.10 votes -
Picklist Pending Not Found Option
Enhancement Request: Add the ability to mark a Picklist Pending item as “Not Found” while keeping the item in a pending status.
Current Challenge:
When staff are unable to locate an item on the Picklist Pending report, there is no way to indicate that a search was completed and the item was not found. As a result, staff cannot easily communicate to follow-up staff that the item requires a second search.While the Ask Later feature exists, it is not an effective solution for this scenario because it removes the item from the local Picklist Pending list and places it…
10 votes -
Mailed Notices and Long Overdue Items
We just were made aware that for patrons who are set up to receive mailed notices, that long overdue items are not automatically marked as Lost as other items are- they will only be marked as Lost and charged to the patron AFTER you run the Billing Notices. This is not something we were ever made aware of and only were told when we happened to notice a patron had items with a due date in 2024 on their account. This feels ridiculous and like an unnecessary step in an otherwise automated process. My library does not mail out billing…
10 votes -
Scan Driver's License for new card creation
Our Polaris Staff Client has the option to scan a patron's driver's license to autofill their registration information. It would be great for Polaris Leap to also have this feature.
10 votes -
Leap: Allow logging in to other branches.
Currently, you can only log in to Leap using your workstation's assigned branch.
In the desktop client, you can use a workstation to log in to any branch.
Choosing a workstation in Leap that doesn't match your computer's system name breaks RFID functionality, as well as breaks reporting by workstation, and is not a workable solution.
This is impairing our ability to make a full move to Leap, and is one of the things that feels like a huge step backwards from the desktop staff client.
10 votes -
Force the use of templates
AS a consortia that includes many small 1-2 person libraries, we would like the option added to force member libraries to use templates. No matter how much we encourage, train, and setup their templates, they are not being used consistently across all members. This is causing export issues when sharing our catalog statewide for ILL and will now being causing issues when we are a ztarget for the state ILL system. We can bulk change all these items, but that is wasted staff time, when it would just be easier to force those 1-2 person libraries to use the templates…
10 votes -
Autogenerate PINs for patron record creation
We would like Polaris Leap to generate a default password/PIN for new patron records that can be turned on or off. We would prefer if one of the options for default passwords/PINs be 6-digit birthdate MMDDYY. Patrons can update their password/PIN in Vega if they want to. It would also be great if resetting the password/PIN resets it to the default.
10 votes -
Registration confirmation email as part of patron self-registration
My library would like an email to be sent to patrons who use the self-registration form in the PAC with a confirmation that the registration has gone through and with reminder information that they will need to come in to complete their full registration. This would also allow us to confirm that we have a correct contact for the patron.
10 votes -
Option to Post Holdings to OCLC
In Sirsi, there was a quick option to post holdings to OCLC (for ILL holdings). In Polaris, we have to use OCLC Connexion and post the holding there for each item that is not automatic (like items from Ingram). This is not ideal, as it takes more steps to log into Connexion and find a good record (when we are already locating the record once from a remote database when we add the record in LEAP). It would be nice if there was an option to click to post the holding while cleaning up the record.
10 votes -
held items pop up
Held Item pop-up:
Please have this pop-up appear UPON account OPENING (vs after an item is checked out) THX!
10 votes -
Option to Display Description and Comments for MARC Tooltips
It's possible the Description and Comments configured for MARC validation display somewhere else already, but it would be nice if there were a couple of buttons to display that data in the MARC tooltips. The Description would be helpful for any tags that aren't used regularly or for staff with limited familiarity with MARC formats while the Comments could be useful in communicating local cataloging policies. Bonus points if we could allow staff with the appropriate permissions to edit the Description and Comments directly in the tooltip. It's not a particularly good example, but you could include something like "Please…
10 votes -
Allow customers to set/adjust Preferred Name via MY Account in PAC
Currently, staff can set a preferred name for customers but customers can only do so themselves during their initial self registration (we use Quipu's eReg). It would be great if customers could make preferred name adjustments on their own even after registration, via My Account.
Functionally, this could entail a check box that they wish to use a different name and, when they do this, it would automatically duplicate the existing values in their required name fields into the Name on ID fields and then allow the edit to Required name field. This would be an especially helpful option for…
10 votes -
Additional control over which fields in patron registration form are mandatory to save a record
Polaris currently (as of 7.8) offers some limited customization of which fields in the patron registration form in Leap are required to save a record.
When the "Name on ID" fields were introduced several releases ago (7.2?) we were excited. However, the way the feature was implemented meant that the primary name fields were now the "preferred name" fields and were required to be filled out in order to save a record. However, a record could be saved without recording a name on ID.
Our broader city government did not like us dropping the requirement to capture patrons' legal names,…
10 votes -
Allow separate text alignment for labels with two parts
When working with an SL4 or any label type that has a spine and pocket label, allow for alignment to vary between the spine portion and pocket portion. This is important for how we label our picture books. We center align the first 3 letters (with linebreaks) of the author's name. Setting alignment to center also center aligns the pocket label. Attempting to manually adjust spacing by using spaces in left alignment is not ideal with letters like "I" not really being centered. See below:
Center alignment issue:
S
I
UIn any additional attention towards allowing flexibility with rules…
10 votes -
Polaris ExpressCheck Auto-Renew
When a patron accidentally scans an item twice at the ExpressCheck, it performs an auto-renew. It would be nice to have an alert stating it's a duplicate checkout or something that prevents it from using a renewal.
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 -
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 -
Generate patron barcodes outside of self-registration
Polaris should be able to generate barcodes outside of self-registration. Sometimes you want to generate barcodes without relying on a physical card that already has a barcode printed on it. Polaris already can do this because it does it for self-registration cards. So it should be able to occur on demand.
10 votes -
Custom keyboard shortcuts / hotkeys
It would be wonderful to be able to customize keyboard shortcuts per user.
I don't typically use 90% of Polaris features, and the other 10% I use very frequently, and most of those features don't have any hotkeys associated with them.
10 votes
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