546 results found
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Improve functionality of credits on patron accounts
We had a staff member let us know that they had a credit on their personal account and they found the process of dealing with the credit to be a little frustrating. The credit did not automatically apply to their other fees and there was no way for them (as a patron) to tell the system to apply the credits. The only option was for the patron to get in touch with staff to have this taken care of. This would give the patrons more flexibility for managing their account.
It might be nice to provide more options for how…
5 votes -
Multi select Claims items
Enable multiline selections/changes for claims. That is, don't make us select each and every one separately to update to Backordered!
5 votes -
Standard Address Number (SAN) Inconsistency
There is no hyphen in Branch SAN but Supplier SAN has a hyphen. This causes confusion for both the library and suppliers while setting up EDI for the very first time for new Polaris customers. It would be better if there was a consistency.
4 votes -
Bibliographic consistency check when editing bibs
In cleaning up bibliographic data after years of laissez faire cataloguing practice, we have run into a consistent stumbling block that requires us to backtrack. Certain bytes, especially in the 007 and 008 fields appear to require consistency across them to properly read at an item level (we became aware of this when getting red toasts scanning items for a weeding record set, that appeared initially to be in the inclusion criteria).
By way of example: If you input in 007 an 01 byte of 'd - Videodisc', than the 04 byte would have to be 'g' 'h' 's' or…
4 votes -
Report for staff user or workstation transactions
We could use a report based on staff user and/or workstation listing all transactions made for a given date range. Most importantly for us, cataloging information which could provide date and time of bib records being created and/or modified as well as circulation information for staff who work the circ desk.
4 votes -
pickup location
Instead of only allowing a pickup location to be set as closed in Vega Discover for all libraries/branches, it would be helpful to be able to show a specific pickup location by a specific library/branch only. For example, we are a cooperative location. We are not a library. But our staff place holds to be picked up at our location. However, patrons accidentally choose our pickup location. On our old system, we were able to set it up so a particular pickup location would only display by OPAC profile (login). Can this functionality be added?
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 -
More granular permissions for patron registration workform
We would like to be able to limit who can change the Expiration Date and Address Check Date in the patron registration workform. Off the two, Address Check Date is most important as this is what we use to make sure patrons are updating their information regularly.
These are configured in SA and are set system wide yet staff continue to change them.
If I remove the 'Patron registration: Modify permission' for member library staff, they won't be able to change other fields.
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 patron search options expanded
Expand upon Leap Patron search by 'Notification Option', and 'Wireless Carrier'.
4 votes -
Polaris ExpressCheck interface
On the Polaris self-check machines, the EXIT button at the end of the checkout is proving to be confusing to some patrons, as they think that they were bumped out of the transaction without completing it. Having a screen or message telling the patron that the transaction is complete would be helpful. Alternately, being able to customize this wording to say COMPLETE or FINISH instead would work.
We would also like to be able to customize other wording such as "scan the book's barcode" to be more generic, as many library materials aren't books.
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 -
Collection Agency Reporting by Item Library - Only block patron once
Collection Agency Set Up: Can we add the ability to filter out patrons who already have a collection block when we send by item library? Due to financial reporting requirements, we have to send by item library but find many of our patrons end up with more than one collection block which we then need to remove.
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
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