657 results found
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Flag a dated note to float to top
We would like to set a dated note to auto float to the top. In the old notes we always put important notes on top so that it catches a staff members eyes quicker than reading through all the notes. We would also like to flag it in a way that indicates it shouldn't be deleted.
Examples:
We note accounts to indicate someone is a current employee or former employee with staff privileges.We note to not waive fines on patrons that we have had a lot of issues with. No one needs to read through all of their notes…
5 votes -
Alert of Dated Notes
We would like an alert to let us know when a patron has a dated note similar to the old Notes section. Even if it could flag the same NOTES word.
Trying to transition to using dated notes only but we need our circ staff to be aware there are notes to view rather than them going to that section for every patron to see if there are any.
5 votes -
Registration renewal option to add a renewal period on top of the existing expiration date
We have paid non-resident fees which get used for unique patron codes which last 1 year. If a customer is renewing their registration early, we give them a year from their expiration date so that they are not losing any of the time that they previously paid for. Perhaps a checkbox in the renewal dialog box to indicate that this is what we want to do, but also an option to have this automatically toggled for certain patron codes and an option to suppress its use when an account is fully expired.
5 votes -
Using Shift + Click for holds
Staff would love to be able the ability to use Shift + Click to select a range of hold requests in the Leap Patron record Holds view. This is an option in the Items out view (as well as in the Find tool and record sets) and it would be great it this could also be added into the patron Holds view.
5 votes -
Granular notice preferences
We recently had a patron complain about receiving 2nd hold notices and hold cancellation notices. Is it be possible to add these notices under "exclude from notices and reminders" in the patron account?
5 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.
5 votes -
Greater specificity in Weeding Record set red toasts
When scanning materials into a weeding-type record set, the system throws (broadly) two types of toasts - yellow and red. The yellow toasts very helpfully specify in what exact manner the given item does not match weeding criteria filters. However, the red toasts (excluding "Barcode is invalid" and the indication an item is already in a weeding record set) do not specify in what exact manner the given item falls outside the inclusion criteria.
For especially complex weeding criteria, this can make for one heck of a slog through the item record, and subsequently the attached bibliographic record, to identify…
5 votes -
Control staff access to the Label Manager in Leap
Label printing can be a limited function in a large library system, using specialized printers to perform the task. Consistency is also important in the spine label. By being able to control access to this utility, it will ensure a better spine label product across a library system.
5 votes -
Add Patron Name to item history
Make it easier for staff to quickly view the borrowing history of an item by including a column that shows the customer's name. Having to click on the PATRONID is meaningless to staff and an additional unnecessary click.
5 votes -
Allow multiple statistical classes to be assigned to patron records
Currently only one Statistical class can be assigned to the patron record. It would be helpful to allow multiple statistical classes to be assigned. Sometimes a patron can be registered while multiple programs occur, such as when a child is registered for a 0-5 campaign, and then later they may participate in another reading program. Both codes would be used to track each type of program. Currently, we have to use the notes field to do some tracking, and the notes field isn't as friendly since it is free text.
5 votes -
Implement EDI Claiming From Sierra/Millennium
We’ve long benefited from Sierra’s well-supported EDI claims functionality, which has enabled seamless communication and efficient claims processing with our library partners. However, we’ve observed that Polaris currently lacks equivalent support for sending claims via EDI in the same format.
Can you please port over the EDI Claiming Format From Sierra & Millennium to Polaris? This would make it easier for libraries migrating to Polaris from these products.
5 votes -
Provide Payment Type Edit option after submission
When we apply customer payments in Polaris, staff select payment type from a customer (cash/check/CC). Payment type is recorded in payment reports to reconcile our credit card statements each month. Sometimes a person will mistakenly record a payment as cash when it should have been CC. Once recorded, a mistakenly selected payment type cannot be corrected in Polaris. It would save significant time if an edit/correction option was available.
5 votes -
Parent/responsible party information in registration
We would like an optional field for parent or guardian information in the registration form.
We don't require parents to have library cards if they only want their children to have cards, and we have instances where only children can qualify for free cards (school district vs county lines). It would be great to include a parent name, DOB, and DL# in the child's registration without using fields that prompt duplication notices.
5 votes -
Add support for automated clearing of the [PolarisTransactions].[Polaris].[NotificationLog]
The PolarisTransactions].[Polaris].[NotificationLog] has Personally Identifiable Information (PII) in it. That table is never cleared, even if you select to clear the PatronID from the PolarisTransactions.
Ideally, we'd like an option for this data to just be cleared out after a certain period of time. If that is not possible, then NULLing the patron id when that option is enabled for the PolarisTransactions should work here too.
5 votes -
Provide alert when staffer selects a location different from that a workstation is associated with when logging into Leap.
Despite constant reminders, we have issues with substitute staff who cover at various locations logging in under the wrong branch. It would be great if Leap could have a pop up box, requiring confirmation to proceed, that alerts the staffer if the workstation they are logging in on is associated with a location other than the login branch.
5 votes -
Putting hindered holds more prominent so all holds get processed in a timely manner
There are lots of things that can go wrong with holds fulfillment. From things remaining too long in the RTF, to holds that were item specific, and now the item record has been deleted, holds on bibs where all items are restricted from filling bibs, holds where the item has been shipped months ago, holds where the volume-level hold information is incorrect.
While there are reports that some libraries run for this, those are not "front and center" in most workflows for ALL libraries to be aware of them and be taking action to handle them.
About the best solution…
5 votes -
free text block
There should be a free text block that only people from the owning branch for that item can edit. This would allow staff from the owning library to make notes about pieces in an item or damage to an item without risking staff from other branches/libraries deleting the note from the home branch.
5 votes -
Search Sorting
As we move libraries away from the client to Leap, they are finding a few things that are missing that made their lives easier. One is to be able to choose how a search is sorted prior to the search happening.
5 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.
5 votes -
Make the chronology date field manually adjustable in serial check-in boxes
When a serial holdings record includes a pattern for a completely irregular issue, and the only chronology date on the issue is the year, the chronology day and month chosen when the publication pattern was set up is used for all following issues checked in using that pattern. The ability to manually adjust the chronology date would be very helpful, and would ensure that issues display in the correct order.
In the attached image, the expected date shows the date that the issue was actually received. However, because the chronology date for the first completely irregular issue we received was…5 votes
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