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  1. We would like to be able to edit the default registration/renewal period based on the patron code rather than just based on the branch. We have certain patron codes that should renew for 1 year instead of our default of 3 years, but they don't have a unique branch in Polaris so we have to change the registration period each time we create a patron, and we have to change the renewal period each time we renew them, leaving more room for error if those steps are missed.

    40 votes

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  2. In the client, duplicate detection for MARC records is triggered by (re)saving the record, but can also be triggered separately as an action under the Tools menu. In Leap, resaving the record is the only way to trigger the function. This means cataloguers have to do a fake edit in order to un-grey-out the save button and click past any other functions, such as MARC validation, before they can get to the matching record(s).

    Having duplicate detection as a separate function (maybe under Actions or as a button in the MARC view) would save cataloguers time and extra clicking.

    40 votes

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  3. Currently, when adding segments to a purchase order line item in Leap, the collection and fund reset whenever a new destination is selected. Since we are frequently adding multiple segments with the same collection and fund but different destinations, this forces acquisitions staff to have to scroll down and select the correct collection and fund for each segment. If the first selection of collection and fund "stuck" for each purchase order line item, it would be much faster to add multiple segments for items going to different destinations.

    40 votes

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  4. In item records, the shelf location drop-down menu only lists the shelf locations for the assigned branch or owning branch. However, the shelf location drop-down menu in the item bulk change work form lists the shelf locations for all libraries in the consortium. Many of these shelf locations are similar. It can make it easy to choose the wrong one by mistake. Here are some examples:

    “Graphic Novel” vs. “Graphic Novels”
    “Adult New DVD / Blu-ray” (with spaces) vs. “Adult New DVD/Blu-ray” (no spaces) vs. “Adult New DVDs/Blu-Rays.”

    The item bulk change workform should be updated so that the shelf…

    39 votes

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  5. It would be great to be able to edit or modify publication patterns as needed.

    Currently, we are only able to modify publication patterns IF no issues have been received. After that, the only way to change a publication pattern is to close the current one and open a new one.

    It would save staff time and effort if they could update a current pattern with necessary changes rather than being required to create a new one each time.

    39 votes

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  6. This undo function would provide the ability to separate two records that were accidentally combined so they go back to being attached to their original, individual POs, have their original items attached, and have their original hold lists attached.

    Example: If a regular print record and a large print record for a title with a list of holds on each were accidentally combined, catalogers would have to split the large print items out by creating a second record and move the appropriate “on order” items to that record. The newly created record wouldn’t be able to be linked back to…

    39 votes

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  7. The edition statement should be added to the results list in the find tool and the duplicate detection results. The edition statement is already visible to patrons in the brief display of the records in the results list in the PowerPAC. When staff need to search by title or deduplicate records, they need to look at each record to identify the record for the correct edition. If the edition statement were added to the table that displays the results, they could identify the correct records in a more efficient manner.

    38 votes

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  8. In Leap relabel the current submit Close button to Receipt. Add an additional button next to it called Close that that would close the record check out the material but would not generate a paper receipt print dialog box etc.

    Idea Value
    This would save paper for those libraries that have suppressed the print dialog box in their browsers for Leap and patrons that did not want a paper receipt.

    38 votes

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  9. Currently, a library may limit an item to be holdable for pickup at a single branch location. This setting allows the item to be limited to pick up at the item's assigned branch only. While this feature may work for single-branch libraries, it does not function in a practical way for multi-branch libraries. Expanding this feature to have a library-level option would increase the usability of this setting.

    Example 1: Library A has 3 branches. They want to make their mobile hotspots holdable for pickup at any of their 3 branches. They do not want their hotspots to be placed…

    37 votes

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  10. Dark mode is preferred by many users due to lower brightness and less eye strain, as well as less screen glare. Support Dark Mode for Leap!

    37 votes

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  11. We would like Polaris to transition items with a Circulation Status of Damaged to Withdrawn after a specified time frame. We envision this working like Lost Item Transition and the Missing Item Transition.

    Adding this feature would allow a library to automatically remove items from a patron's record (but still retain any associated charges) and allow for a more streamline process for deleting item records.

    37 votes

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  12. We would like the ability to match POLIs with on-order item templates on more data points, specifically shelf location, statistical code, and call number prefix. I expect that this means there would need to be extra fields to enter the POLI, and that would work out fine if that enabled the item records to be created accurately.

    Our libraries use different shelf locations, statistical codes, and call number prefixes for items within the same collection. When placing an order, items are created from the on-order item templates, and only match on 3 data points: assigned branch, collection, and material type.…

    37 votes

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  13. There are multiple reports in the "canned reports" available through the Staff Client and through SSRS that deliver incomplete and/or absolutely wrong data.

    For instance, the Patron Register report only looks at extant patrons in the Polaris database right now. That means that, if a library had a patron purge, those patrons are gone. If one runs a Patron Register report after the purge for a time before the purge, the registration numbers will absolutely be wrong. This would also be true where patron merges or general cleanups have taken place.

    Another report, Circulation by Postal Code has a logic…

    37 votes

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  14. Currently if we need to change the branch we're logged into in Leap we need to sign-out and log back in. This can be disruptive if we have records opening we're working with that would then need to be re-opened. It would be handy if there was a way to do this without signing-out and back in, in a way that would allow records to remain open.

    Admittedly I don't think this would be helpful for the majority of staff, likely more administrative roles that need to perform activity across a range of branches. But it would be a nice…

    37 votes

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  15. Currently item bulk change functionality allows staff to bulk change fields that they can't change in individual item records. This allows staff to modify item records using bulk change when they're blocked from modifying directly in the item record. The same permissions should apply to bulk change:

    • Item records: Modify cataloging view
    • Item records: Modify source and acquisitions view
    • Item records: Modify reserves view
    • Item records: Modify history view

    The library feels this is a data security risk. Fundamentally, here is the question: what is the purpose of the permission Item records: Modify cataloging view?

    If…

    36 votes

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  16. To truly determine whether an item is "older than" a certain time frame for the weeding criteria in our consortium, it should be based on First available date, not Creation date. Many of our libraries add the item record when the item is ordered, which could be months before it actually releases, and they make the status either Being Acquired or In-Process until it's received and checked in, which updates its First available date at that point. Then the item actually begins its "life span" so to speak. So the item isn't truly "older than" a certain time frame until…

    36 votes

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  17. To be able to select multiply purchase order line segments and make a bulk change to a particular field, (eg. coll. code, fund code) Sometimes an error occurs in the import process and each line has to be populated manually. It would be amazing to be able to select an entire column and make the change.

    36 votes

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  18. Currently when a patron replaces their library card and gets a new barcode, staff have to manually reconnect them with their Libby account, which is connected to their old card number. This update should be automated so that patrons who lose their library cards don't also lose access to Libby or other eResources. I'm not sure if this would require an update to the API (?)

    36 votes

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  19. In the staff client, we can set a default file for a particular import profile. When that import profile is used, the file is already selected and we don't have to search for it. We'd like this same thing in Leap, but currently aren't able to set a default file and have to search for it every time.

    Idea Value
    This would prevent having to search for the exact same file every time when importing. It would save time, is more efficient, and already works well in the staff client.

    36 votes

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  20. The way the PAC currently works, the three buttons on the right of each search result (Availability, Full Display, and Place Request) always appear if the bib is for a physical item, but only "Full Display" appears for e-resources. This indicates that the PAC already has the capability to suppress these buttons if conditions specific to the search result are met. It would be helpful if this ability could be expanded so that if all the items attached to a bib record for a physical item are not holdable, the "Place Request" button does not appear. The appearance of that…

    35 votes

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