46 results found
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Ability to place holds on all items in a record set
From time to time, we have need to place all items on a record set on hold to call them in for a specific purpose. It would be great to have the ability to select all or some items within a record set and click a place hold button and then have the option to move the request for each of these items to the top of queue.
Idea Value
This would make functions so much faster and easier. For example, right now, I need to place item level holds on a couple dozen checked out items to inspect them…134 votes -
Automatically change items stuck in transit to missing
Some items get stuck in transit and are never found again, it would be nice if these could automatically transition to missing after a customizable period of time, similar to Lost -> Withdrawn and Missing -> Withdrawn.
120 votes -
Bulk Delete Item Records in Leap
Now that we have the capability to do ad hoc bulk changes to item records from the bibliographic record in Polaris 7.6, we also need the ability to delete item records in bulk. The workflow in the Client includes the ability to select multiple item records ad-hoc, right click on them, and press delete (or undelete). Delete and undelete buttons should be added next to the Bulk Change button on the Local Items and All Items tabs of the bibliographic workform in Leap. An alternate option could be to add a delete option to the bulk change.
104 votes -
Allow Administration to manage personal (owner) record sets.
Record sets that are owned by staff remain in the system forever if those owners don't clean them up. We would like Administrators to have co-ownership of those sets.
Idea Value
Administrators can maintain and clean up orphaned record sets.102 votes -
Create a new status of lost and not paid
There should be two statuses to easily identify lost and paid vs. lost and not paid billed materials. This would help make running reports much easier and help identify the status of lost items.
95 votes -
Add spine and serial label settings to Leap
Some library staff need to be able to alter the label margin and font size for longer call numbers, longer author names, and longer titles, as well as how the printer prints that day. Currently, staff using Leap need to go back and forth between the Client and Leap to do so. Adding the label settings that are only accessible in the Client to Leap will make it easier for staff to make the transition to Leap by allowing them to maintain their workflow for their current printers.
91 votes -
Block patrons from placing holds in VEGA, Mobile App, PAC and Leap if patron is blocked
Having patrons blocked from placing holds if there account is blocked is greatly needed, as patrons can currently place holds through Leap, Vega, Mobile App even if they are blocked for having too many fines.
72 votes -
Create Multiple Items in LEAP
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.
61 votes -
Allow us to change Circ Status to Withdrawn without checking the item in first.
It can be confusing when staff look at the history for an item and it says it was Checked in/Available and then it shows it as Withdrawn. This happens when we are preparing bills and we need to withdraw an item with the Circulation Status of Lost/Damaged/Replacement cost before we can bill the other library. It would be nice to open the Item Record for the specific item and declare it Withdrawn. I would suggest that a BIG RED BOX pop up and say "YOU ARE GETTING READY TO DECLARE THIS ITEM WITHDRAWN. IS THIS WHAT YOU WANT TO DO?" …
54 votes -
Cancel Purchase Order Line Item Segment - LEAP
One way that our ability to transition to fully utilize LEAP for acquisitions is limited is the inability to cancel a segment of a Purchase Order Line Item. There are times when vendors only send us a partial fulfillment due to backorder cancellations or other issues. At this time, we have to use the client for this issue.
52 votes -
Provide easy way to convert item level holds to bib level
We teach staff that, except in very rare cases, they should always be placing bib level holds for customers but sometimes folks make mistakes. It would be great there was a check box option in Leap to convert a customer's item level hold to a bib level hold while retaining their position in the queue. Currently, if a staffer places an item level hold in error, to fix it, they have to place a new bib level hold and then use the checkbox and arrows in the queue to move them from last position (for example, 453) to their former…
52 votes -
Add edition statement to results list in find tool and duplicates list
The edition statement should be added to the results list in the find tool and the duplicate detection results. The edition statement is already visible to patrons in the brief display of the records in the results list in the PowerPAC. When staff need to search by title or deduplicate records, they need to look at each record to identify the record for the correct edition. If the edition statement were added to the table that displays the results, they could identify the correct records in a more efficient manner.
49 votesOur planned implementation for this enhancement will be the Find Tool column (optional to enable in the Leap column settings).
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Leap: links from funds
In the client, funds link directly to invoices, POs, POLIs, and other related records. Funds in Leap have very few links. Direct linking to working acq records facilitates tech services workflows.
46 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.
42 votes -
Leap: edit POLI segments
Add editing of the fund, destination, and collection of POLI segments to match the client functionality.
39 votes -
Search remote databases by UPC
Our catalogers would love to be able to search the Remote Databases by UPC.
38 votes -
Utilities - Reports and Notices in the staff client need to be available in Leap
We have a number of custom reports in the Polaris Staff Client that need to be accessible to our Circulation Staff in Leap. Ideally all Polaris canned reports should also be available to all staff in Leap. One custom report we use is for patrons who don't have an email address. Their notification option is set to mailing address. However, if they have a hold we call them instead of sending the hold notice by mail. The custom report is a quick way to find the patrons that we need to call. Staff have to have access to both Polaris…
38 votes -
The ability to check in multiple issues in Leap Serials
In Leap Serials, the ability to select multiple issues and then click check in is needed for large libraries to use Leap Serials, exclusively. The workflow of selecting each individual issue and then clicking check in is slow and tedious.
36 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.35 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.
35 votes
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