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ILS - Polaris

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  1. Within the bibliographic record, occasionally there are duplicate fields. We need a way to easily detect them, especially with bibs upon bibs that are merged. We end up with a ton of duplicate 035 fields.

    28 votes

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  2. Our library team have requested to be able to see the series name and volume number in the returned bib records when searching with the find tool. It will mean they no longer need to open each result to see this information

    similar proposal as:
    https://ideas.iii.com/forums/951742-ils-polaris/suggestions/48194096-add-edition-statement-to-results-list-in-find-tool

    28 votes

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  3. Being a visual learner it is complicated to go from the icons in Polaris being a much larger size and being in color to what is shown in Leap. The icons in Leap are much smaller and have no color to differentiate them. For the sake of Accessibility purposes is there any way that the icons can be bigger and to add a pop of color to them in Leap. Attached are pictures of the icons in Polaris from the toolbar vs Leap.

    28 votes

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  4. 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.

    28 votes

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  5. 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.

    28 votes

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  6. 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.

    28 votes

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  7. One of the key hold ups to staff embracing Leap over the staff client at our library is the need to click continue or press the enter key to generate a hold slip for EVERY item triggering a hold in bulk check in. We are a large, RFID library and these added key strokes required for processing pulled requests and book drop are a primary complaint and Leap adoption deterrent for our staff.

    28 votes

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  8. 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.

    28 votes

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  9. In order to require patrons who are self-registering via the PAC to choose a notification preference, please remove the 'none' option from the Preferences dropdown, or at least allow for the option to customize what appears in the Preferences dropdown. By removing 'none' - or allowing for the option to remove it - patrons would effectively be required to provide a notification method, which would allow the library they are self-registering with to easily contact them should any problems arise with their application.

    27 votes

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    1. Open a patron record in leap
    2. Navigate to the notes section
    3. Make a change to the note field
    4. Click the button to close the note (upper right hand corner)

    The note is not saved, nor is a warning message shown. This is different from the behavior of the desktop, which always saves the note when you close the record (not really the preferred behavior either since there is no undo in notes).

    This should work the way changes to the patron registrations work in Leap - warn there has been a change before allowing the record to be closed.

    27 votes

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  10. Leap should include the ability to create or add to an item record from the check-in workform. Most of the functionality is already there in that items can be selected via checkboxes and all items can selected from the topmost checkbox. By adding the option to the Actions menu, circ staff could quickly roll items over into a record set for a variety of other uses.

    27 votes

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  11. 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.

    27 votes

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  12. Please allow libraries to limit online registrations by their selected geographic location (state, county, city, zip code, etc.). We have too many people signing up that are outside our location and then using the resources which eats up our budget thus robbing our true patrons from their share of the resources.

    We currently have to comb through the registrations and find the "out of area" one and manually delete them. Would be better to prevent them in the first place. Never goodwill to give and then have to take away.

    This will help Library staff and Library patrons.

    27 votes

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  13. If you are adjusting the column settings for Leap, the list of available options is not in alphabetical order. This makes it easier to overlook what options might be available to select.

    As a former page, please put this in alphabetical order OR make the list filterable/searchable.

    26 votes

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  14. Currently, the only option for importing a file with bibliographic data into a record set in Leap is by ISBN. It would be helpful for staff to have the option to be able to use UPC as well, as ISBN restricts this to just books and audiobooks. This leaves out DVDs and Blu-rays, as well as other non-book/audiobook material such as a Library of Things.

    26 votes

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  15. In the client we are able to create multiple new item records at the same time and we would like this functionality in LEAP as well.

    26 votes

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  16. Currently staff can either edit/modify bib records or they can't. Greater granularity in what edits can be allowed would help distribute the work of maintaining bib records.

    For example, if acquisitions staff could be allowed to add additional ISBNs or UPCs to existing bibs, it would free up cataloguing staff from this simple task without opening bib editing completely to a large number of people.

    In a larger library system, especially a consortium with a shared catalogue, this could be a big time-saver to both acq and cat staff.

    26 votes

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  17. Currently, when working through Picklist processing, items can be marked as "Located". While this is useful for in-library work flow to indicate that it has been found, it doesn't do anything to prevent another member library or branch location from filling the hold request when trapped at point of check-in. This causes problems in a multi-branch or larger consortia system where there is a higher chance of popular material being checked in throughout the day.

    Ideally, it would be great if marking an item as "Located" not only changed the status from the Picklist, but also prevented another item from…

    26 votes

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  18. We would like the ability to made Collection a required field when adding item records. While we can instruct all of our members to have Collections selected as part of their templates, there is still the possibility of forgetting and having items that are missing a collection. Having a collection at minimum, and ideally collection and shelf location combination set on each item greatly helps wayfinding for the patrons, and we'd like Polaris to allow us to enforce selection of at least a Collection. Other customers may want to enforce selection of both Collection and Shelf Location. As long as…

    26 votes

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  19. A request for an enhancement from our Homebound Services (Outreach) department: In Reading History, it would be beneficial to generate an alert (has had) from the Reading History when placing a hold, not during check out of the item. Presently, the current setting notifies staff at check out whether the patron has had the title already.

    26 votes

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