616 results found
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Leap doesn't save or prompt to save notes when you close a record
- Open a patron record in leap
- Navigate to the notes section
- Make a change to the note field
- 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.
31 votes -
More chances for automatic renewals
Right now, automatic renewals happen 3 days before the due date. If the item someone has out is supposed to fill a hold for someone else then it never automatically renews even if another item ends up filling that hold. There should be a schedule for automatic renewals to occur 3 days, 2 days, 1 day, before the item is due and the day the item is due so there are multiple opportunities for that item to automatically renew in the event that a hold gets filled by another library and that item is now eligible for renewal again. It's…
31 votes -
Find tool - additional columns on a Bibbliographic Search for Series name and volume
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-tool31 votes -
Functionality of staff changing hold pickup location on held items
Current functionality says "If the item is held at your library (the pickup branch is the same as your log-in branch), and you change the pickup branch, the hold will automatically change from Held to Shipped."
We would like this to function the same as if the item is not at your location and mark the item so it appears on the holds to transfer list. The staff will then scan the item to mark it as shipped. We have staff that work at different service points no where near our holds shelves and it would be convenient if they…
31 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.30 votes -
Invoice links to POLIs
In the client, staff often use the link to individual purchase order line items, but this is not yet available in Leap. Because an invoice may have many linked POs, and POs may have many POLIs, it can be difficult to find the correct POLI without access to direct links.
Adding POLI links would reduce friction for tech services staff making the move to Leap.
30 votes -
Leap - Give the option to overlay a record while comparing multiple MARC records
When comparing bib records in Leap, it would be nice to be able to choose the bib to keep and overlay the other with. This would streamline deduplicating similar records.
30 votes -
Compare record sets side by side
Now that in Leap we can compare bib records side by side, it would be very helpful to be able to compare record sets side by side. Right now I'm exporting contents and comparing in Excel/Google Sheets, and then sometimes importing the results into a new record set. I'd love to be able to see two record sets next to each other and edit as needed directly in Leap. Apologies if this idea has already been submitted. Thanks!
30 votes -
Item counts on PO and Invoice Headers
It would be beneficial to have a total item count in the header of POs and Invoices for quick reference. Currently there is no easy way to get this count from a PO or Invoice because there is not even a row count column under the items view.
30 votes -
Validate controlled thesauri (650 or 655 _7 $2)
Adding the $2 validation opens the door to using so many controlled thesauri, like Spanish headings via Queens and National Library of Spain, OLAC's video game headings, Homosaurus' headings, and many more that would make searching easier for customers and staff by providing access points that mimic how they talk about their interests and information needs.
It would be a step closer towards inclusion by using various existing vocabularies that institutions want to use, unlock more potential of the ILS, as well as improve authority maintenance overall.
30 votes -
Allow for customization of the Notification preferences dropdown in PAC self-registration
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.
30 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.
30 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.
30 votes -
Option to require selection of a Collection when adding item records
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…
30 votes -
Combine items and statistics on bib record
Please combine the items and the statistics on the bib record into one section so that we can see circ stats and item status without having to click multiple areas. We need this data to help us determine whether an item should be transferred from another branch, repaired, or replaced. Attached is how it looks in Staff Client, and it would be great if we could see this view in LEAP.
29 votes -
Put Leap Column Find Tool display settings in alphabetical order or make filterable
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.
29 votes -
Ability to block holds by resource group or vendor account
Library staff frequently place holds that can’t be filled on the records for e-books from non-integrated vendors like Hoopla. Canceling these holds takes time. Since we still need to allow holds for the integrated vendors, we can’t change the material type to unholdable in system administration. Adding the ability to block holds by resource group or vendor account would solve the problem.
29 votes -
Make cutting and pasting fields from OCLC seamless
Currently cutting and pasting from OCLC Connexion Client into Polaris is cumbersome. Allow for complete fields and their delimiters to paste into Polaris seamlessly.
29 votes -
Option to return to find results after record deletion
When a record (item, bib, etc.) is opened from Find results and then marked as deleted, it (and the Find results) are automatically closed. It would great if the record did not close (leaving the Results button available) or the record closed and returned the user to the Find results.
29 votes -
Make the Icons on Leap Bigger for Accessibility
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.
29 votes
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