312 results found
-
Save collection and fund when adding segments to purchase order line items in Leap
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.
36 votes -
Allow users to create and save templates in SimplyReports
Many libraries run the same reports regularly, such as new items added, items withdrawn, circulation reports for authors or other limited parts of the collection, etc. The only thing that changes is the record set used. We can save report parameters, but to use a new record set you now have to find the old report in My Reports/type of report, select and edit it to use a different record set, continue, name and save the new report and then go back to My reports to repeat the whole process to run it. It would be much easier to create…
36 votes -
LEAP - Picklist processing display - customize fields (exact fields TBD)
Currently the picklist processing report is as-is with no options to modify.
We've found it would be helpful for our library to have the last activity date to display when printing the picklist as items may have been returned within the last few days and on their way to being re-shelved or possibly on shelf for years & actually missing. Thinking others may have additional fields that would be of use to them as well.
It would be a helpful enhancement for staff to have the ability to choose additional fields to customize & re-arrange the columns on the picklist…
36 votes -
Remove No. of Renewals when item has not been auto-renewed
When an item cannot be auto-renewed, the first section of the reminder notice should not display no. of renewals to the right of the title. Patrons who do not read the text carefully tend to assume that the item did renew and they still have renewals left.
Idea Value
This would make it more obvious to patrons that the item had not renewed. There are already too many elements contained in the reminder notice, with no ability to bold or emphasize or reformat so the three sections are more clearly defined. This has led to a lot of confusion for…36 votes -
Improve Leap Offline by not relying on saved data in the browser cache
Some libraries use tools like Deep Freeze (that discard any changes to previous work sessions) or manage settings so that browser caches are cleared when closed or when the user logs out. Since Leap Offline stores data transactions in the browser cache, anything that is not uploaded to the database will be lost in such occurrences.
35 votes -
Add format types CD+DVD, Playaway, Book+CD-ROM
We'd like these new TOMs/Type of Material ('Format' in Leap and icon in the PAC). These currently display incorrect and/or unhelpful formats, though coded correctly in the MARC record:
CD + DVD: A CD issued with DVD displays in both Leap and the PAC as 'Videorecording'. If the DVD is primary it displays as 'DVD', better but still not ideal.
Playaway: These display in Leap and PAC as 'Audio Books'. Not technically incorrect but not really helpful either. We'd prefer 'Playaway' or generic 'Audio Media Player' or something else that more clearly differentiates these from CD audiobooks. You should be…
35 votes -
Ability to delete notification options
Ability to delete unused notification options (e.g., Mailing Address, Fax) so they can't be selected during patron registration.
Idea Value
Will save staff time cleaning up unused notification options.35 votes -
Authority Deletion Functionality
The process for deleting authorities is very time intensive. The process should work like deleting item or bib records and allow for not being notified for blocking/non-blocking notes. There should also be a default for how to handle deleted authorities, flip, unlink, etc. This would make the process much easier and quicker.
Idea Value
This would be a huge time saver for staff.35 votes -
More match point for POLIs with on-order item templates (including Item Template ID)
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.…
34 votes -
Unrelease a PO in Leap
Acquisitions staff would like the ability to un-release a purchase order. Currently, once a purchase order is released, you are unable to go back and make any changes if you realize you made a mistake. Instead, acquisitions staff are having to delete the entire PO and start a new one from scratch.
34 votes -
Transitioning Claim Returned and Claim Never Had
We would like Polaris to transition items with a Circulation Status of Claim Returned and Claim Never Had to Withdrawn after a specified number of days. We envision this working like Lost Item Transition and the Missing Item Transition.
Idea Value
Adding this feature would allow a library to automatically remove items from patron view and allow for a more streamline process for deleting item records.34 votes -
Auto update member code from Junior to Adult when they turn 18
Having member codes change automatically based off patron age, changing junior to adult when they turn 18.
33 votes -
Change Login Branch in Leap (without signing-out)
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…
33 votes -
Custom Hold Pickup Durations Based Upon Material Type
We'd like to have the ability to change hold pickup duration based on material type. Many libraries are now offering Library-of-Things types of collections, as are several of ours. And they'd like to make it so you could put a hold on a LoT item, but you need to come get it in 24 hours, or 48 hours. Not in seven days or five days as set by an overarching system parameter that governs all the holds.
We already have material type specific parameters for fine codes and loan periods. The inability to adjust hold related parameters seems like a…
33 votes -
Leap: MARC Import profile should select default file
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.33 votes -
Update the "canned reports" in Reports -> Notices and SSRS
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…
32 votes -
Send verification email when patron pre-registers using PAC
When a patron pre-registers for a library card using the PAC, they need a verification email sent to them that confirms that they've successfully created an account. This email should include the temporary barcode that is assigned to them, instructions on how to access their account on the PAC, and what to expect next.
Idea Value
1. The email provides instant feedback to patrons so they will have a more positive user experience.The temporary barcode created when a patron registers is not discoverable after logging out of the initial session. The enhancement would allow patrons to use the library…
32 votes -
Add option to de-dupe on EAN, in addition to ISBN/UPC
We'd like a bibliographic duplicate detection rule using 024$a with first indicator 3, either a new rule or modifying the existing 024$a rule. Currently there is a UPC rule that uses 024 1; there is also a 024$a rule but it specifically excludes fields with indicator 1 or 3. Why no option for 024 3? The 024$a rule says it "exclud[es] ISBN and UPC" but ISBNs aren't in 024. It does exclude EANs though, which means a lot of bibs, especially CDs, aren't detected as duplicates and one must manually find and merge them. That is, if they know to…
32 votes -
Preferred ISBN/UPC on PO Creation
When constructing an order, the latest ISBN from the bib record is used. It would be helpful if instead, the vendor could put the preferred ISBN/UPC into the 970 and when the PO was built, that PO number could be pulled from the 970 for the library rather than displaying a red exclamation and requiring the staff to manually check the PO to make sure Polaris selected the proper ISBN/UPC from the order record.
31 votesFUTURE POSSIBILITIES (IDEA LAB) · 8 comments · Acquisitions, Serials & Item/Issue/Inventory Management · Admin → -
Exclude ebooks from "Book" Material Type for searching
Currently, when limiting a search to the material type "Book", electronic resources (eBooks) are displayed as well. It would be nice if the material type "Book" only produced physical book results.
31 votes
- Don't see your idea?