25 results found
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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.
86 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.
46 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.
36 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.
33 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.
32 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 -
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…
26 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.
25 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…
24 votes -
API to Update Bibliographic Records
I'm specifically looking for a great integration between the cataloging tool BTCat and Polaris.
Libraries use tools like BTCat and Skyriver to search for new bib records and update/edit existing records. After making changes, the records currently have to be exported from the cataloging software, then imported into Polaris. These tools have the ability to "push" records into other ILS systems, skipping the need for a manual export/import of records. Adding this functionality would aid libraries in transitioning away from the Polaris desktop client (as bibliographic editing in Leap is a tedious process, at best).
23 votesWe actually added an endpoint to support this integration in Polaris 7.6 (BibsPost). We've been working with BTCat to consume the endpoint in their application.
I'm going to set this to "Planned" for now because the integration is not live with BTCat yet. But the development piece required for Polaris has been done. Please let BTCat know you are interested!!
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Please add Mackin to Polaris Libraries EDI suppliers
Kitsap Regional Library wish to engage in EDI based acquisitions with this supplier
21 votes -
Allow searching by modification date
You should be able to search in the Find Tool by record modification date. So far I'm seeing this missing from Record Sets, Patron Accounts, etc.. This would make it easier to Find Records without having to resort to using SQL which makes it much more accessible to all staff.
19 votes -
Item and Patron barcode printing
We would like the ability to print an item's barcode while in Leap. We have items that either require multiple barcodes for processing or items that have lost their barcode and it would be nice to print these directly from Leap to the printer of our choice.
Currently staff need to grab the barcode from Leap and then open a different software to print the barcode label.
This idea would also be nice if we can expand to a patron's barcode. Patrons come in and don't have their card for that visit but need it to access the computer. Rather…
17 votes -
Add "create fee" endpoint to the API
The API currently doesn't have a way to add a fee to a patron account. The use case where we'd want this is that we use a third party for online self-registration. They offer t he ability to differentiate between resident and non-resident accounts, but to use the non-resident option, we'd need to have a fee added when the account was created.
15 votes -
Add a filter in the Leap find tool to search Hold Pickup Area's
Currently you can search hold requests by pickup location.
Libraries would also like to search the hold requests by pickup areas.12 votes -
Make "exclude from" options accessible via API
We're working with a vendor to import patron records into Polaris as part of a program to give every student of the local school district a library card. As part of the arrangement, these student cards will be exempt from billing.
Unfortunately, there is no means to check the "exclude from" overdues, billing, etc. boxes in the API, so this will have to be done manually every time a new batch of students is imported. Please make it possible to modify these options via API.
12 votes -
Search Item Records in Leap using Last Activity Date
It would be helpful if we could search using the Find Tool for items with a Last Activity Date. Last circulated is a search option, and Last activity is a column option to display, but I have yet found a way to use it in my search criteria.
11 votes -
Include patron preferences such as billing notifications in PAPI patron update/create
The Jacksonville Public Library leverages the Polaris API to manage student records. Currently we have to take an extra step in the LEAP UI to set the communication preferences. We don't bill students or send their accounts to collections, so we have to do a bulk update of all the records with the UI after already touching every record with the API. This is cumbersome because there are over 100,000 student records that need to be updated. Most updates are smaller, but at the start of the school year we do a full refresh.
We would like to be able…
10 votes -
Allow SSO logins for SimplyReports
Allow SSO logins for SimplyReports. Right now, staff who are SSO accounts only cannot log into SimplyReports. Leap and /PolarisAdmin support SSO and we'd like to be able to extend this to SimplyReports.
This prevents us from being able to fully adopt SSO at some locations because the staff can't create reports. This means we have to continue to hold onto and maintain less secure connections between networks, so these staff can run SimplyReports.
9 votes -
Add Item Mat Type to Bib scoping in Find Tool (Leap)
In the client a bib search can be filtered by Item Material Type. This would be useful in Leap.
5 votes
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