393 results found
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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.
27 votes -
Picklist Sorting Default
When sorting by a column, then choosing an item and hitting located, it resets the sort back to the default.
This is not ideal at our larger locations who may be pulling dozens of items at a time.
27 votes -
Add visual customizations to Leap
The Polaris Leap login screen consists of two text fields, a button, and a low resolution PNG floating upon an ocean of #CCCCCC. It is, in a word, boring. There are no easy customization options offered that allow a library to give it the look and feel that they want, save for one option that will change the colour of the menu bar. Now, granted, if you have a staff member with some web coding knowledge, they can modify the Leap CSS and replace some images to give things a spruce up. Five lines of code and a fresh image…
27 votes -
Allow bib bulk change steps to be applied to import profiles
Imagine the possibilities if we could automate the process of bulk changes to bib records as part of an import profile.
Other ILS systems offer robust manipulation of bib records upon import, but this is missing from Polaris.
By allowing bib bulk changes to be stored in templates, just like item bulk changes, we can streamline the process and save valuable time. Imagine having a set of predefined steps for importing bibs from specific sources or of certain record types. It would ensure consistency and accuracy, eliminating manual effort.
- Allow bib bulk changes to be stored in templates like item…
27 votes -
Convert Item Holds to First Available Copy Holds
Create a way to convert an Item specific (not Volume specific) hold request to a First Available request. To often staff create a hold for a patron from the Item Find Tool and create the request for that specific item which usually delays the fulfillment of that request.
27 votes -
Show branch and barcode for item-level holds in Leap
Our Cataloging staff frequently have to place item-level holds on multiple items from the same bib record when making updates to the collection. Currently in Leap, these holds display in the patron's account with only the title, format, and call number. From this information it is impossible to tell which specific items have been placed on hold. Including the barcode and the assigned branch of the item would make it easier to tell different item-level holds apart when the items all have the same title.
27 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…
26 votes -
Make patron name copy-able in from Leap patron account header
Library staff regularly have need to copy a customer's name from their Leap patron record into our room reservation system. Currently you cannot copy the name displayed in the leap patron record header but you can copy the barcode directly below. Clicking into registration isn't helpful as a copy option the name info is in separate fields.
26 votes -
Upload images for item records
I would like to upload images for an item record. We are attempting to build our Library of Things and these items don't have photos tied to the item record.
26 votes -
Damaged Transition
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.
26 votes -
Add the ability to clone an existing branch when creating a new branch
We would like to be able to copy an existing branch when creating a new branch, since often our additions are branch locations of an existing library that will have almost the same exact settings.
26 votes -
Utilities - Reports and Notices in the staff client need to be available in Leap
We have a number of custom reports in the Polaris Staff Client that need to be accessible to our Circulation Staff in Leap. Ideally all Polaris canned reports should also be available to all staff in Leap. One custom report we use is for patrons who don't have an email address. Their notification option is set to mailing address. However, if they have a hold we call them instead of sending the hold notice by mail. The custom report is a quick way to find the patrons that we need to call. Staff have to have access to both Polaris…
26 votesJust to set expectations, our strategy at this time is for users to access reports through the SSRS portal. As Eleanor mentioned in her comment, we are adding customizable menu options to Leap in 7.5 with the intent that they be used to link users to the reporting interface.
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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,…
26 votes -
Add "Days Past First Available" to Item Bulk Change Options
The item hold setting option, "Days Past First Available," was added in Polaris 6.4. This hold setting is not currently included in item bulk change options and should be added in.
Idea Value
Libraries who want to begin using this feature cannot currently bulk change existing items to use this setting (or, if already using, change the existing value). All other item hold setting options can be bulk changed. For parity, the "days past first available" should be added as a bulk change option as well.26 votes -
Fulfilling holds in a particular order (Series)
I would like to be able to have a particular hold become active after a different hold has become filled. This is particularly useful for customers who are engaged in a series and do not want them all at once, but do want them in order and want to place all the holds at the same time.
25 votes -
patron barcode change workflow to automatically populate "former barcode" field
It would be great to have a way in Leap to change the patron barcode and have it auto populate the "Former Barcode" field in a single step. Perhaps a button could be added underneath "Reset Password" for "Replace Barcode" that simply prompts the staff member to scan a new barcode number. Leap would then move the existing barcode to the "Former Barcode" field, and then populate the Barcode field will the newly provided number. Help us save a few steps! Thanks for the consideration.
24 votes -
Search remote databases by UPC
Our catalogers would love to be able to search the Remote Databases by UPC.
24 votes -
Upload patron barcodes into a record set
The add from file feature in patron record sets should allow importing by patron barcode in addtion to patron ID.
24 votes -
Bulk Change Pickup Location for Held Items
We often have branches close unexpectedly due to facilities issues, when this happens we need to move the Held items from that branch to another branch. Currently there is no way to bulk change the pickup location between branches. This function would be very helpful for us.
24 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.
24 votes
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