603 results found
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Merge patron function should also create a new Dated Note
When merging patron records, the system currently appends merge details to the Non-Blocking Notes section. However, with the introduction of Dated Notes and the ability to hide Non-Blocking Notes, this information can be lost depending on system settings.
We would like to see one of the following options implemented:Allow administrators to choose where the system writes merge notes.
Have the system automatically write merge notes to both note types (Non-Blocking and Dated Notes).
28 votes -
Hide libraries and branches in Polaris System Administration
Sometimes libraries leave a consortium. Sometimes a branch is closed or merged into another branch. And after the Polaris ILS Admin takes care of clearing out all the bib, item, and patron data... the branches and libraries remain in System Administration.
Just sitting there and doing nothing.
I know it's a huge pain to remove a branch or library from Polaris and I know there's likely an extra cost to it because it's such an involved process.
So add the ability to hide them instead.
That way, when a library leaves the system, you're not wading through the settings and…
28 votes -
Granular bib editing permissions
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.
28 votes -
Block patrons from putting holds on items they already have checked out
Our site manager said this was a previous long-standing enhancement request and suggested I check here and vote on it. I can't find anything that matches, so am starting an idea.
We have several patrons at different branches placing holds on items they already checked out so as to bypass our unwritten guideline of leaving items available to others for 24 hours before being checked out again. Now, for older items this isn't a problem and staff are allowed to make exceptions, but this practice is becoming a issue. We do allow one renewal, but apparently this isn't enough for…
28 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.
27 votes -
SIP2 support for checking in lost items via sorter
Support should be included so that when lost items are checking via automated materials handlers, they should be checked in and processed - bill waived and item status updated appropriately.
27 votes -
LEAP: Add line item to EDI invoices and receive
We have instances where an EDI invoice from a vendor will contain materials that were ordered both via EDI and directly through the vendor. The EDI invoice in Polaris only includes the EDI ordered materials and then we add a line item for the materials that were not ordered via EDI.
In LEAP we are able to add a line item to an EDI invoice but we are not able to receive it manually like we are in the client. I have included a screenshot to illustrate this.27 votes -
Ability to Merge Supplier Records
I have occasionally found multiple supplier records for a single supplier account, whether added by mistake or under multiple names (Thomas Klise and Crimson, for example). When these supplier records are accidental duplicates, I believe it would be helpful to have the ability to merge them (retaining all linked POs and invoices) to maintain one supplier record per account.
27 votes -
remove notification for cancelled items
It would be nice if from the staff side in Polaris and LEAP we could select whether to notify the patron if an item they placed on hold gets cancelled. Sometimes we have to cancel holds for various reasons and LEAP is often faster in notifying the patron with no context when their request was cancelled which can cause confusion for the patron. Staff should get the option of whether a patron gets notified or not and if possible, if we could have the option to add a message to the cancel notification they get.
Relatedly, patrons should get a…27 votes -
Card renewal to update Last Activity Date
Currently, staff modifications to patron registration including card renewal do not update the Patron Last Activity Date (LAD). As more libraries move towards long or no expiration periods, LAD becomes even more important for patron database maintenance. We have seen cases in which patrons renew their card without any additional activity resulting in their record being purged during cleanup. Including renewal and/or extending the card expiration period in LAD will better allow libraries to track patron engagement.
27 votes -
Block Renewals for certain periods after checkout
We would like the ability to block renewals for a few days after checkout (or longer). Right now, we're seeing a lot of accidental renewals of items at checkout due to an item being too near an RFID pad or someone double scanning a checkout because they aren't sure if it scanned. In a previous system, we were able to block renewals by a couple days, so this didn't happen.
26 votes -
Create item record from invoice line
We would like the ability to create an item record from an invoice line in Leap. This is especially useful when manually building invoices, and can be done in the staff client.
26 votes -
Keep search terms when switching type of search in find tool
Library staff using Leap would like to have their search terms retained when switching Find Tool options between Bibliographic and Item record searches. This is available in the staff client and staff are used to being able to swap back and forth quickly between the two search types when helping patrons at the desk.
26 votes -
Leap - Receipt WYSIWYG editor
Currently, there is no way to adjust receipts. We only have the option of which fields and we are not allowed to put those fields in an order that suits our workflow. We would love to see Leap have a WYSIWYG editor so each library can configure font size, fields, etc. for each receipt.
26 votes -
Display latest additions to record sets at the top of the record set
We create large weeding record sets by pulling items from the shelves then scanning them into the record set. Additions to the set are always shown at the bottom of the list. This means the user needs to keep scrolling to the end of the list to be assured their scanned item did save to the list and if they want to query last scanned items.
This request is simply to change the order in which the set is displayed on screen, with most recent additions added at the top of the list.
26 votes -
Leap: edit POLI segments
Add editing of the fund, destination, and collection of POLI segments to match the client functionality.
25 votes -
Patron notifications for holds that become unavailable
Issue
When a patron places an item-level hold and the item’s status is later changed to Missing, Lost, or another status that renders the item unfillable, the patron is not notified of this change. The hold remains in place without any communication, leaving the patron unaware that the request can no longer be fulfilled. This also happens with bib-level holds when the last available item linked to the record goes to a status like Missing or Unavailable.Requested Enhancement
When a hold becomes unfillable due to a status change (e.g., Missing, Lost, Withdrawn, etc.), Polaris should automatically notify the patron…
25 votes -
Suppress Deleted Items from Staff View
With the option to retain deleted item records, results for staff can become cluttered with items that are no longer available. If we could suppress the display of "Deleted" items list on a bib (similarly to the suppression of "Discard" status items in the OPAC) this would allow us to retain item details for historical/statistical purposes without inconveniencing staff. It would be useful to suppress bibs where all items are deleted as well, but I can understand if that would need to be spun off into separate development.
This could be done as a setting, so that they don't surface…
25 votes -
Automatic deletion of item records
Just as Polaris offers a workflow for the automatic deletion of patron records, introducing a similar feature for item records would be a highly valuable enhancement. The ability to automatically remove items based on defined criteria would streamline operations significantly. Currently, the manual process—such as creating a Record Set and performing bulk deletions—is repetitive and time-consuming. Automating this task would not only improve efficiency but also reduce the administrative burden on staff.
25 votes -
Back to Search from Send to Record Set
When you create a search to then send to record set we would like option to go Back to Search. Sometimes we only grab part of the initial results into a record set and we would like to go back to the larger list to grab additional items to add into a completely different record set.
Some lists are too long or we want them split up for multiple staff to manage and having these results in different record sets helps with that.
25 votes
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