683 results found
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Update Block in PAC/SIP to include fine limits
Currently, when the If patron is blocked: Block in PAC/SIP option under the Staff Client and PAC tab of the Hold Options parameter is enabled, patrons are only blocked from placing a request if they exceed the hold limits for their Patron Code.
We would like for this blocking to also include the 2nd level fine amount, similar to how their request would be blocked in the staff client/Leap when the Block in Staff Client option is enabled.
10 votes -
More documentation for Polaris Inventory Manager (PIM)
Create step-by-step instructions and documentation for Polaris Inventory Manager; how to install it, set things up, using record sets, etc. There really is nothing available that we can share with our libraries; there is a webinar on inventory, but it does not really discuss install and set-up.
The same documentation for inventory via check-in would also be greatly appreciated.10 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.
10 votes -
Generate and track a new patron access PAC override password every time it's needed
Currently, the PAC override password, available in Profiles -> PAC -> Patron Access Options -> Log In tab, is a static, set and forget password. Often, that password is indeed forgotten because it's not used all that often. However, when it is used, there's a good reason for it. I believe this remains useful functionality, but I also believe that a static, universal patron access password is a security issue for patrons and staff alike.
My idea is that, if an ILS Admin needs a PAC override password to troubleshoot an issue on the PAC or within Vega, then one…
10 votes -
Easy link to item and bib details when using New Hold function in Leap Holds view
I love the New Holds function in Leap. It makes it easy to place lots of holds for a customer in a single session when you know exact info and they are fine getting it later. With this feature though, you have no way to easily see WHERE copies of a title are or what their status is or details about WHAT you are placing a hold on. It would be great if there was a way to link to or preview bib info and item details (such as circ status and location) so you know if you even need…
10 votes -
POLI ISBN search via remote databases in LEAP
When manually entering POs and POLIs in Leap, I want to be able to do an ISBN search via remote databases to pull in an on-order MARC as I do in the client.
9 votes -
FIND TOOL: 1. PLEASE enable the Find Tool window to be EXPANDABLE. 2. PLEASE allow the context box to stay/be remembered when switching be
FIND TOOL:
PLEASE enable the Find Tool window to be EXPANDABLE.
PLEASE allow the context box to stay/be remembered when switching between the top options (Search Database/Mode/Qualifier/Relation).. + HISTORY recall
PLEASE enable the option to PRINT.
9 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…
9 votes -
Ability for staff to bulk change a patron's pickup branch
Staff would like to be able to bulk change a patron's pickup branch for selected (or all) holds on the patron's account. Be they holds already trapped, suspended or active. We often have patrons that move from one part of the area to another and need to change their holds to reflect their new pickup branch. Having to change one hold at a time is tedious.
9 votes -
Leap - allow for adding selected records to a PO or selection list
Please add more options for adding records in a record set to purchase orders or selection lists in Leap. Currently, the only actions in Leap are to bulk add records to a new or existing PO; the Polaris client also has options to add all records to a new or existing selection list, to add selected records to a new or existing PO, or to add selected records to new or existing selection lists. (See screenshots.)
9 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…
9 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.
9 votes -
Activate arrows on a keyboard
Whenever there are menus like "Yes", "no", "cancel", it would be nice to use arrows and enter buttons on a keyboard and not a mouse. Right now arrows don't work.
9 votesJust a quick note that because these are button elements, you can tab or shift+tab to move forwards and backwards between the options.
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Improve Visual UI of Leap screens
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.
9 votes -
When logging into Leap make the focus on the Continue button
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.
9 votes -
Allow incremental Claim Count reset
Reset Claim Count is currently all or nothing. We need the ability to reduce the claim count incrementally. This would help in situations where we actually find a bona fide claim return on our shelf for a customer who otherwise has a pattern of making false claims. We want to be able to clear that incident from the claim count without having to reset to zero.
9 votes -
Make it easier to filter the list of SQL Searches in Find Tool
We have dozens of SQL searches, however it can be hard to find them. They are presented in an alphabetical list, but over the years our naming isn't always consistent. It would be great if you could filter the name drop-down like you filter can in other areas of Leap.
So, for example, if I typed "volume" it would show many any SQL search with Volume in the name. Bonus points might be if we could also be searching some of the SQL search contents itself because maybe I want to find all SQL searches that query a particular field…
9 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.
9 votes -
Patron Barcode as Subtext in Current/Recent menu (last4) in Leap
We have found it hard to work with the Current and Recent workfrom menu when working with lots of Patron Records, or more commonly, Duplicate Patron Records.
Names work, but when names are similar or the same it can be hard to figure out which records are which.
Sometimes staff are working with Barcodes as a reference vs. patron names.It would be nice to have a subtext under the Patrons name in the Current and Recent workform list that shows the last 4 digits or the full barcode underneath the patron name.
I have 2 images attached that demonstrates…
9 votes -
Add a running total to the Fiscal Year - Funds tab
Add a running total to the Fiscal Year - Funds tab - FREE BALANCE column.
This will allow a quick check of the year's budget 'bottom line' to see what the balance to be spent is.9 votes
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