603 results found
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INN-Reach Check In of transferred items
When using the INN-Reach Check In option in Polaris we would like it to display where the item is being transferred to. This can be done with a pop up display to acknowledge the transfer location or displaying it on the check in log after check in happens.
Currently staff notice status went to transferred and need to open up the request to see where the patron chose to switch their request to.
We know we can have Polaris print the ILL transit slip but we prefer not to waste the paper to basically quickly see where to send it.
4 votes -
INN-Reach Returning Transit Receipts
We would like to request that transit slips print for INN-Reach items that have been borrowed by our patrons and need to be returned. When these items are checked in, no transit slips print for us to easily return them to the lending libraries. We came from Sierra, where this was standard. Adding the return transit receipt would streamline our workload back to what it was before migration as we won't have to look up these codes manually. It will also help staff recognize that the returned item is not ours and needs to go back to another library.
4 votes -
Patron Import Process (LEAP) leveraging patron templates
The new patron import process will be a major improvement for handling student data, but it still requires significant data formatting before uploading through LEAP. It would be incredibly helpful if libraries could create their own templates to define how data is mapped to specific CSV columns, including logic for assigning patron codes or populating fields like UDFs. This kind of flexibility would greatly reduce the staff time needed to prepare files for import.
4 votes -
Staff choice in error report output from "add from" function
In playing around with Weeding-type record sets, we have noted the following: using the action "add from Item Record set" yields, as its error report output, a list of item-level control numbers.
If you "add from file", the error report output is item barcodes - a way of searching for items that comes a bit more intuitively to our desk staff.
It would save us a couple processing steps to avoid importing from files, so we would love to use the "add from item record set" feature - however, the control number output for problem items (those that are outside…
4 votes -
Add a transmission method of 'E-Mail' to invoice creation
Add a Transmission Method of 'E-Mail' when creating an invoice. The current options are Paper, Fax, and Electronic. Many vendors now send invoices by E-Mail, not the US Postal Service. Invoices created by EDI transmissions are tagged as 'Electronic' as they should be, even if the vendor emails the invoice to us. What I would like to do is be able to identify an invoice that was emailed to us by a non-EDI vendor. I know it's technically a paper invoice once I print it; but it was received by email and should be identified as such.
4 votes -
Expose web-based System Administration APIs
For larger library systems that need to continually create new staff members, being able to access the APIs would be a big time saver. That would allow, among other things, to automate that task.
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 -
Create Bibliographic Record Sets from Weeding Record Sets
Working with the weeding-type record set workflow in an attempt to streamline, we have found the absence of an option to create a Bib record set from the available actions takes us a rhetorical two steps back from before (when we weeded via item record sets). Once the items have been withdrawn, we now have to go through each withdrawn item's record to their respective bibs, to uncheck "Display in PAC". It would be nice to add a "Display in PAC" uncheck in the Weeding template creation - however, it would need an added function to alert staff of bibs…
4 votes -
Leap patron search options expanded
Expand upon Leap Patron search by 'Notification Option', and 'Wireless Carrier'.
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 -
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 -
Separate permission for offline upload (Bookmobile) and patron import in Leap
Our consortium still uses the Polaris staff client for a couple of functions - primarily for offline circulation during upgrades and emergency outages (loss of internet or urgent server maintenance). For this reason, most senior circulation staff have to have the "Access patron import" permission as that controls access to the Bookmobile offline upload process. But we don't want all senior circulation staff to have the ability to import patron records - we want that to be limited to a very small group of staff who have been cleared to handle student data files (and have the approved secure file…
3 votes -
Add PAPI method to GET picklist
Please consider adding a GET PAPI method to retrieve the picklist. While it’s usually convenient to obtain the picklist from the client/Leap, having a direct API option would enable custom workflows and more flexibility for libraries.
3 votes -
Ability to create a child record in Leap and link to the child record
In Leap, the parent/child item relationship is currently limited and does not support full navigation or management between linked records. To support a complete workflow in Leap, the following enhancements are needed:
- Add the ability to link from a parent item record to its associated child item record (currently, linking is only possible from child to parent).
- Add the ability to create a child item directly from an existing item record.
These features are essential for fully managing parent/child item relationships within Leap.
3 votes -
Allow linking to SRSS portal / Reports and Notices in Leap
where the stated solution is linking from Leap to the SRSS Portal, but per a support ticket we opened about getting that set up, this is not supported on our type of hosted plan. For this to be a solution that's workable, it needs to be available for all types of hosted plans.
3 votes -
Exclude holds from outreach patrons from our picklist and show the patron's name.
We would like the ability to exclude holds from outreach patrons from our picklist, since the outreach module has its own picklist. In addition, having the picklist to show the patron's name would be a great feature.
3 votes -
Option to apply Registration fee waivers to transacting branch
Currently if a registration fee is charged or waived, it is applied to the patron's registered branch. I would like the option to have those listed under the transacting branch. For us this helps with accountability when running waive reports for cash reconciliation.
3 votes -
Provide export option for hold unclaimed from Picklist
This would enhance staff ability to isolate items requiring action, particularly when unscheduled closures impact hold until dates and for special programs that have different parameters.
3 votes
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