615 results found
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Authority record cross references should be searchable during a keyword bibliographic record search
In the Polaris client the bibliographic keyword index does not include or link to terms found in the cross reference fields (4XX & 5XX) of authority records, essentially making these references useless during a keyword search. These additional terms within authority records should be indexed in the bib record index for better, accurate search results.
The only way to access "SEE" references (4XX) during a bibliographic search is to choose a specific index (search by Author, for example) and change "type" to "Browse" rather than keyword, phrase, or exact match search.
For example, the actor Aunjanue Ellis-Taylor's name authority heading…
43 votes -
Bulk update held until dates
The ability to bulk change Held Until dates would allow library staff to perform this task themselves in a timely manner, rather than having to submit a ticket to Innovative.
43 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.
43 votes -
Select multiple branches more easily in LEAP find tool.
In the Find Tool, allow users to filter by a library organization's branches by selecting a library 'quick pick' option. This would eliminate the need for a system used by multiple libraries to click each branch associated with their organization.
Idea Value
In the Find Tool, in order to filter a search for an item with an assigned branch within our library organization, we are required to select the checkbox next to each branch from the drop-down menu. We have over 20 branches, which makes the filter cumbersome. We would like to be able to select all of our branches…43 votes -
42 votes
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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.
42 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…
42 votes -
Leap: Print from Find Tool
We'd like the ability to print from the Leap Find Tool, like we can from the client Find Tool.
42 votes -
Compare bibs with an outside source - Leap
We would like the ability to compare bibliographic records in Leap with ones from an outside source, like z39.50. This is a key part of our cataloguing process and is a necessary piece to moving those staff members over to Leap.
41 votes -
No longer require carrier when selecting TXT
As libraries move away from using gateways to send text messages we would like to make the wireless carrier field optional.
41 votes -
Add the Ad Hoc Bulk Change Button to POs and Invoices in Leap
Acquisitions staff frequently need to bulk change item records for a specific order. This is commonly done for orders that were placed manually instead of using EDI or if Polaris created item records using the wrong template. In the Client, it can efficiently be done as an ad hoc bulk change by opening the list of items that are linked to a PO or invoice. The ad hoc bulk change button should be added to the tab that contains the list of item records linked to the PO and Invoice in Leap in order to make this process more efficient.…
40 votes -
Provide easy way to convert item level holds to bib level
We teach staff that, except in very rare cases, they should always be placing bib level holds for customers but sometimes folks make mistakes. It would be great there was a check box option in Leap to convert a customer's item level hold to a bib level hold while retaining their position in the queue. Currently, if a staffer places an item level hold in error, to fix it, they have to place a new bib level hold and then use the checkbox and arrows in the queue to move them from last position (for example, 453) to their former…
40 votes -
Suppress "Place Request" button in PAC for bibs where all items are non-holdable
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…
40 votes -
Include Shelf Location in responsive view of Item Record Sets in Leap
When an item record set is viewed on a tablet or mobile device in Leap, the record set layout changes to accommodate the change in screen size. This includes the Shelf Location column no longer displaying. Staff create item record sets for displays and when they go out into the stacks with Leap on a tablet to pull the items, not having the Shelf Location included slows them down as they have to open the item records individually.
40 votes -
Polaris 8.1 - Leap Find Tool Window Expansion
It would be nice if the Leap Find Tool window could be enlarged to full screen.
39 votes -
Add Library Level to Hold Pickup Limit
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…
39 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…38 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…
38 votes -
Add ability to create status codes
We would like to be able to create status codes. We have renamed some we don't use to make them useful, but that is limited. We use in-repair for multiple problems and it would be better for our staff to be more specific. For example, it is used for items with bedbug damage that will definitely be leaving us and it would be good to know that at a glance, as opposed to DVDs that need to be resurfaced and are also in-repair along with books with missing pages or water damage, etc. So, instead of just the one status,…
38 votes -
Add a copy button to supplier records in Leap
The ability to copy existing records makes record creation more efficient. In the Client, staff have the ability to copy an existing supplier record to create another one with similar information. This happens when staff have multiple supplier records for the same vendor because they have separate account numbers. A copy button is not in the supplier record workform in Leap yet. It should be added to the actions drop-down menu of the supplier record like it is in other record types. This will allow staff to feel like the transition to Leap will be easier since it is a…
37 votes
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