694 results found
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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When a hold becomes unfillable due to a status change (e.g., Missing, Lost, Withdrawn, etc.), Polaris should automatically notify the patron…
31 votes -
LEAP POLI linking needed
POLI does not link to the supplier record. Bibliographic record does not link to POLI or invoice line item unlike in the Client.
Add functionality in LEAP to not only link from Bib to PO or Invoice but also link to line item.
31 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.
31 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.
31 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.
31 votes -
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 -
Create or add to an item record set from Leap check-in workform
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.
31 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…
31 votes -
Reassociate POLIs and INVLIs with correct bib
Allow POLIs and INVLIs to be moved by staff with the correct permissions to a different bib than they were ordered on.
We regularly order something that the vendor record matches to an ISBN in our catalog - sometimes this is because we have multiple ISBNs on a bib but the record is for a particular version, sometimes (mostly with AV) it is because the UPC has not been assigned as unique (rated and unrated versions, for example).
When this happens, we would like the ability to move and reassociate the POLIs and INVLIs with the bib that houses the…
31 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 -
Find Tool Customization
Currently there are a lot of search options that many of our staff do not use within the search tool. I would love a way to customize this per user either to have favorites that float to the top or a way to suppress options that can still be quickly revealed for those extra rare use cases.
30 votes -
Apply sort to all records in record set
Just as bulk change applies to all the records in a record set (whether they are all loaded or not), sorting should apply to all the records, not just the ones that are initially loaded.
30 votes -
Standard Identifier Number search option in Leap
In the client, you can do a bibliographic search by "standard identifier number" and it searches a bunch of different possible fields (the corresponding power search: (((ISBN="1234" OR ISSN="1234") OR (OSI="1234" OR STRN="1234")) OR (((PN="1234" OR CODEN="1234") OR OCN="1234") OR (SOA="1234" OR UPC="1234*")))). We would also like to see this option in Leap.
Currently, staff don't get results for a scanned barcode unless they choose the correct field to search and the indicators in the record are properly set. This means they often get no results and incorrectly assume we don't have…
30 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.
30 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.
30 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.
30 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.
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 -
Warning dialog when making bulk changes to item records that are open
In the staff client if you accidentally have an item record open during a bulk change that includes that item, it will provide an error after the change happens and the change won't happen to the item record that was left open. There should be a warning that alerts the user to close the item record before they can make the bulk change.
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
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