507 results found
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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.
4 votes -
Ability to input OCLC number directly into hold to be converted to ILL
When inputting information for an ILL request for a patron, our ILL clerk would like there to be a field where she can input the OCLC number of the item she is wanting directly into the hold request. That way when she exports the request, it will directly sync with the item she wants, without having to use ISBN.
4 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.
4 votes -
Allow setting continuity pattern at the first level of enumeration
We have some serials that only have one level of enumeration, that resets annually (i.e. no. 1 is published in January and no. 12 is published in December and there is no volume number). It would be nice to have option to set the number of units and the continuity at this level.
4 votes -
Provide a 'plain text' email option in PACREG application
Currently, there's no option in the PACREG application to allow patrons to choose to receive email notifications in plain text - but that option does exist in the new patron application on the staff side. Libraries using the PAC registration feature would like to have that included in the PACREG form.
4 votes -
Ability to remove parentheses from Chronology when Enumeration not used
In Serial Holdings Records, an option not to include parentheses around the date (chronology) when no enumeration pattern is being used would be helpful.
4 votes -
Collapse Name on Identification Fields
Staff have suggested that the Name on Identification area of the Leap registration form be collapsable, so that it will only be accessed if absolutely necessary. This measure would be an extra step in ensuring a patron's privacy, if a staff member accessing the record doesn't need that particular information.
4 votes -
Registration Drop Down Box
Please add a drop-down box for the profile section of registration. There is a drop-down box for the address section labeled term but there is not one for the profile section. It makes it easier for staff to choose the correct date. In the Polaris toolbar, there is a drop-down box for patron info and address.
4 votes -
Leap Offline patron data tables should be purged - PII Concern
When leap offline data is uploaded, it goes into [LeapOfflineTransactionDataID]. This contains PII information of the items & patrons that performed CKOs. However, this data is never cleared by the system, even after it is processed.
I can see keeping it around for awhile, but maybe have it follow one of the other settings in SA for purging data or set up a new SA setting for purging this PII data.
4 votes -
Leap patron search options expanded
Expand upon Leap Patron search by 'Notification Option', and 'Wireless Carrier'.
4 votes -
Export email notices
We already have the option in 7.6 to export print, phone, and TXT notices via the native Polaris admin settings. The only format that cannot be exported is email.
It would make notices integrations to third-party and other hosted solutions more accessible and easier to maintain if the same functionality were supported for all notification methods.
4 votes -
Default patron codes - Make Leap function like the Polaris Client
When a patron's registered branch is updated via Leap but their existing patron code is not available at the new branch, Leap assigns the first patron code alphabetically by default. The Polaris client, by contrast, applies the default patron code for the new registered branch. Please follow the patron registration default patron code for that location in Leap, as happens today in the Polaris client.
4 votes -
Alert Sound Effect
I'm guessing Leap being web-based makes this difficult to outright impossible but a warning sound effect for Leap's modal alerts would be nice.
Something like:
var audio = new Audio('audio_file.mp3');
audio.play();Assuming alerts in leap use Bootstrap's modal function calling the audio function after the shown.bs.modal trigger fires might work.
4 votes -
Select which notices are sent to multiple e-mails
Currently, it seems that we can opt to have all e-mail notices sent to the primary e-mail on an account, or all e-mail notices sent to both the primary and alternative e-mails on the account. We would like to be able to choose at the notice level whether a notice is sent to the primary e-mail or to both. This would allow us to, for example, send billing notices to both e-mails, but receipts and renewal notices only to the primary e-mail.
4 votes -
LEAP - Outreach Services - automatic print packing list during CKO
LEAP - Outreach Services: When processing held items in Outreach Services, items for a patron will deselect after checking out. This requires staff to go back and reselect the desired items to print a packing list.
The ability to turn packing lists on such that they print with CKO would be appreciated.
A prompt to "print packing list?" during CKO would also work.
4 votes -
Prevent update of patron code for patrons in collection (Susan Millwater)
Since you can exclude patron codes that are submitted to collections, you shouldn't be allowed to update the patron code for a patron in collection. We've found that any updates to fines and fees will not be sent to collection management (UMS) and the collection block will not be removed for a patron in collection if they now have a patron code that is excluded from collection.
4 votes -
Return to full list function for delivery routes in Outreach Services Manager
When we first go to the Outreach Services Manager, we see the full list of patrons for all delivery routes. We have the option to select a single delivery route and its associated patrons; however, there does not seem to be a way to return to the full list. Our current only option is to close the OSM and start again.
It would be useful to have a "none" option at the top of the list, or to have the ability to deselect an item (without having to select another item).
4 votes -
(SMS - Cirriusimpact/third-party SMS) Flag patron account within Polaris when patron "opts out"
Reviewing the process of integrating Cirriusimpact at our library, we've encountered a notable issue: patrons opting out of text messaging and staff needing to adjust their notifications accordingly. Currently, we're relying on CGS to send daily email alerts when someone opts out, but it would be more convenient to add a non-blocking note to the Polaris account visible to all staff. This would ensure everyone is aware of a patron's preference change and simplify the search for patrons with similar notification settings.
4 votes -
Provide method to recover info associated with a cleared INN-Reach request
It would be great if there was a way to at least see which library an accidentally cancelled INN-Reach item was going out to. Occasionally, staff inadvertently click No to keeping an INN-Reach customer on hold for an item instead of clicking Yes. This happened today during request list clean up away from the physical item. We'd like to contact the requesting library so they can replace the hold for their customer but, with the request completely gone,we cannot access that info. In a perfect world, you could click on hold transaction in the item history and see that info,…
4 votes -
Include Fulfilled Holds in the Holds History for a Bib Record
I would like to see a history of all holds on a bib record kept with the date of activation, not just those that were cancelled. I use this information to adjust how many copies of popular authors to pre-buy by looking at how many holds were placed on an author's previous released title(s) prior to release date.
4 votes
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