693 results found
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Bulk change POLI segments
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.
60 votes -
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.
60 votes -
Keyboard shortcuts for MARC editor
The ability to create keyboard shortcuts to insert (paste) pre-defined text. Prior to the advanced marc editor added in Polaris 7.6, our catalogers were able to use the program QuickPaste in which we had lines and lines of pre-defined text often used in creating bib records. This was a huge time saver and this no longer works with marc editor.
Some examples of text we programmed are as follows:
Ctrl+Alt+B – opens a list of pre-defined text which our catalogers could select from when creating book records.
‡atext‡btxt‡2rdacontent > inserted into the 336 field
‡avolume‡bnc‡2rdacarrier > inserted into the 338…59 votes -
Add “Show SQL” Button to SimplyReports
Summary:
It would be extremely useful to have a “Show SQL” button available for both ad-hoc and saved reports in SimplyReports.Background and Problem:
There are currently well-known workarounds that allow users to view or reconstruct the SQL generated by a report, but they’re tedious and time-consuming. These methods often involve extra steps like exporting report definitions, or having to view the page source after scary looking resubmission warnings. For users who need the SQL quickly, these barriers can be a significant slowdown.Proposed Solution:
Add a “Show SQL” button directly in the report interface—both for ad-hoc reports and saved…57 votes -
Ability to Edit/Modify Publication Patterns
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.
57 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.
57 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.
56 votes -
Limit the shelf location drop-down menu in the item bulk change workform to the library
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…
56 votes -
Leap: cancel from POLI workform
In the client, a POLI can be cancelled from the PO, POLI view or from within the POLI workform. In Leap, it can only be cancelled from the PO, POLI tab. Adding the ability to cancel from the POLI workform would reduce steps and reduce the likelihood of staff selecting the wrong POLI to cancel. This would help with the transition of tech services to Leap.
55 votes -
Ability to Undo Record Merge
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…
55 votes -
Printing and Exporting Reading History in the Polaris
We have had several library members ask why there are not capable of printing their reading history from their account in Polaris. It would be great if there was a print button at the top of their reading history. Can this be be added?
Idea Value
Very helpful for the elderly. They prefer a hard copy and/or have to wait for a family member to visit to show them their reading history.55 votes -
Allow us to change Circ Status to Withdrawn without checking the item in first.
It can be confusing when staff look at the history for an item and it says it was Checked in/Available and then it shows it as Withdrawn. This happens when we are preparing bills and we need to withdraw an item with the Circulation Status of Lost/Damaged/Replacement cost before we can bill the other library. It would be nice to open the Item Record for the specific item and declare it Withdrawn. I would suggest that a BIG RED BOX pop up and say "YOU ARE GETTING READY TO DECLARE THIS ITEM WITHDRAWN. IS THIS WHAT YOU WANT TO DO?" …
54 votes -
Add Rapid Receipt to Leap
Currently, there is only one way to receive and invoice orders in Leap. This workflow consists of receiving the line item from the purchase order and copying it to the invoice. In the Client, staff have the option to use a more efficient process called Rapid Receipt. Rapid Receipt allows line items to be received and copied to the invoice at the same time. In our consortia, a significant amount of libraries use Rapid Receipt. They are concerned that it has not been added to Leap yet. Since Rapid Receipt is available in the Client, the same functionality should be…
54 votes -
Ability to bulk change item templates
Currently, there is no way in the UI to bulk change item templates. They need to be edited one at a time. It would be great if these could be bulk changed just like item records.
53 votes -
Eliminate the barcode requirement for placing holds on on-order multivolume set records and serials
At this time, holds on the serials and multivolume set records are not functioning in an efficient manner when the title is not under serial control. Examples include manga, college guides, or test prep guides. In PowerPAC and Leap, patrons and staff cannot place volume level holds when the associated item is on order and does not have a barcode. It is not part of the staff's normal workflow to add a barcode to on-order items until the physical item arrives at the library. As long as a volume is in the volume field, Polaris should be able to identify…
53 votes -
Launch bib record compare from Find Tool
It would be really helpful for fixing rollups if you could pick records to compare directly from the Find Tool instead of opening one record and then running a search again to find records to compare!
53 votes -
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.
53 votes -
Bulk Print Spine Labels
I would like an option to bulk print spine labels in 2 different circumstances. 1. For all items on a particular purchase order. 2. From a file (similar to the Check In>Action>Load From File works.
53 votes -
Leap Check Out Button Label Receipt and add Button to Close without Receipt
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.53 votes -
Comparing authority records in Leap
Similar to the compare feature for bibliographic records, please implement a compare feature for authority records. This would be helpful when editing authority records in Leap.
52 votes
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