457 results found
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Prevent Modification Date Setting on New Bib Records
I realized recently that all our bibliographic records have the Modification Date populated, even new records. It turns out that the process of creating the record will update the Modification Date due to an aspect of the process. This doesn't seem part of the intended design, so it would make sense to correct the process to stop adding a Modification Date entry.
Idea Value
This may cause confusion for staff working with bib records, and in general it's not good from a record metadata quality perspective to have misleading modification details. It can be filtered around in queries (the modifier…19 votes -
No longer require carrier when selecting TXT
As libraries move away from using gateways to send text messages we would like to make the wireless carrier field optional.
18 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.
18 votes -
Bulk Edit Patron/Material Type Loan Limits
Allow multiple selections of Organizations & Patron Codes to populate Material Type list (lower table) on the Patron / Material Type Loan Limit Blocks, Policy Table.
18 votes -
Include library mailing address on In-Transit Slip
When libraries within our consortium borrow and lend items among each other, they send those items through the mail. Currently, they have to manually look up each other's mailing addresses (many times by Googling which isn't always accurate). It would save staff time and reduce errors if a library's mailing address could be included on the In-Transit Slips.
This would also allow for libraries to ensure the requesting library has their 'preferred' mailing address if an item needs to be returned to a location other than the owning library. For example, if a Main Library processes holds for its smaller…
18 votes -
Purchase requets / Patron driven acquisitions
Provide a way for patrons to request materials that can become part of the holds workflow.
18 votes -
Add Custom Data Fields to Item Records
Patron records have 5 UDFs and 10 Custom Data Fields – item records have none of these. As a result, many libraries end up doing some weird stuff with the Name of Piece and Temporary Shelf Location. This idea would add 10 or so custom item record fields that libraries can choose how they would like to use.
Ideally, fields would be capable of multiple data types including freetext, Boolean, date, or numeric. In a perfect world, it could also support a drop down list like the UDFs! The fields would also be searchable in the find tool, just like…
18 votes -
Patron last name display in Leap
Currently, customers' first, middle and last names display identically in Leap patron accounts. This can make identifying the last name difficult which impacts staff ability to properly address customers and to accurately retrieve holds for customers with more than 1 last name. We propose bolding or in some other way making more distinctive in the patron account header any values in coming from the last name field in patron registration. Currently, we often have to click into patron registration in order to determine which name(s) are actually in the last name field when retrieving holds, etc. Making this change would…
18 votes -
Process to Delete Import & Bulk Change Reports
Currently deleting older Import Reports and Bulk Change Reports is manual and can be very time consuming. Our consortium has generated a lot over time, and even once we get through the backlog it would be onerous to keep up with regular activity. It would be handy if there was a process that could run on the back-end deleting these, so managing a backlog doesn't need to be a concern.
I picture the process being optional, and deleting the reports based on age (older than X number of weeks/months/years). The process would run overnight, and would ideally be built to…
18 votes -
Make SimplyReports reports truly use the library level for reports
When you use SimplyReports (née Simply Reports) and create a report and select a LIBRARY, the report data is actually using the branches at the time the report was created. It is essentially a branch level report with the branches a the time of report creation.
This means that if you save the report, then you add a branch, that branch is NOT included in the report output. This causes confusion and extra work. There should be an option to truly make a "LIBRARY" level report, or part of the process of adding a new branch should go back and…
17 votes -
Keyboard shortcuts for MARC editor
The ability to create keyboard shortcuts to insert (paste) pre-defined text. Prior to the advanced marc editor added in Polaris 7.6, our catalogers were able to use the program QuickPaste in which we had lines and lines of pre-defined text often used in creating bib records. This was a huge time saver and this no longer works with marc editor.
Some examples of text we programmed are as follows:
Ctrl+Alt+B – opens a list of pre-defined text which our catalogers could select from when creating book records.
‡atext‡btxt‡2rdacontent > inserted into the 336 field
‡avolume‡bnc‡2rdacarrier > inserted into the 338…17 votes -
Add a link for the serials holding record to serial bib records (in Leap)
Please add a link for the serials holding record to the bib record for serials, either under the Links menu or by displaying the serials record ID. Because the search box in Leap only retrieves bib records, often staff forget that they are looking at the bib record for a serial and so they have to perform a new search using the Find tool to get to the holding record. The only workaround I've found is to click on one of the items and then click the issue record ID, as on that workform the serials holding record ID displays…
17 votes -
Add visible barcodes to OPAC records
As a library with a lot of historical serials, it would be very helpful to have barcodes visible in the OPAC so if I want to look at a serial issue that's a troublemaker in the catalog, I don't have to scroll through sometimes hundreds of issues in the client/LEAP to find the one I wanted to investigate.
17 votes -
Have a holds notification at checkout tell what library the items are being held at.
Have a holds notification at checkout tell what library the item, or items, are being held at.
Scenario: A patron who is not our patron is visiting our library and has holds on our holds shelf. They come to the desk with books to checkout. The notification that we get now is something like "patron has 3 holds at a library other than their home library of Potsdam" This does not signal to me to check my shelf, it could be any library. In the test LEAP we had, it would tell me "patron has 2 books held in Waddington…
17 votes -
A note field that pops up at check out and check in
We need a note field in the item record that pops up as a warning box at check out and check in for notes that staff and patron may need to act on before checking out and in. Notes such as "Patron needs to sign a hold harmless form." Or the price of this piece of the kit is $250.00. Or "Item must be returned to this library." Staff should be able to close the window once they have read it.
17 votes -
Change a 'Lost' status to 'Withdrawn' status (and eventually deleted) and still retain the bill on a patron's account
Do this by creating a record set and using 'Ad Hoc Bulk Change' or 'Bulk Change' to change the circulation status from 'Lost' to 'Withdrawn', retaining the bill and item information on the patron's account.
17 votes -
When Receiving POs, Only Change Item Status to In-Process if Current Item Status Is On Order
It is frustrating that Polaris allows items that have not been received to circulate. There is probably not a connection between the PO status and the item status – but it sure would be nice if there was! We recently had an incident where items were distributed to branches before having been invoiced and received. A few days later when the invoice was processed, the items were all changed to a status of In-Process, even though they had already been checked out or were in a status of Being Held. It was very difficult to correct. One solution would be…
17 votes -
Duplicate detection action on PO in LEAP
At the demonstration of Leap at IUG, we learned that PO line item duplicate check action is not available in Leap from the PO workform. We need to be alerted to existing items in our systems if we own them, to attach add copy orders to existing bibs. Please add this functionality.
17 votes -
Display Last Activity Date in Item Records
While Leap Item Record views are pretty robust, they often lack a very critical piece of information - Last Activity Date. Modification and Creation date display in Properties but Last Activity Date is not displayed. While it can sometimes be found in the History view, this is not always the case. Sometimes History is empty in Leap. We reference Last Activity date in the staff client on a regular basis and need ready access to that same information in Leap
Idea Value
Last Activity date and info can be helpful for collection evaluation and in tracking down items.17 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.
16 votes
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