24 results found
-
Rephrase verbiage when not all items are unholdable
Please change the wording for the pop-up message when there are holdable and non-holdable items on the same bib record. It's confusing for staff, and makes them think that they have to figure out an alternate way to place a hold for their patron - when in reality, the hold can go through, and will be added to the appropriate library's picklist. (The example I saw from my staff was a bib record that had a single reference (non-holdable) item on it, and a number of other holdable/circulating items. The screenshot attached is the message staff received.)
18 votes -
Provide Export Option for Item and Patron Record Sets in Leap
I regularly have need to provide a list of items to partner organizations. This would be most easily accomplished by simply exporting the data from an existing record set to excel. I have also recently had need for an export option from a Patron Record set. Export is currently an option for Bib Record Sets and I am hoping it can be added for Patron and Item as well.
17 votes -
Error message when failing to add items to record set in Leap
When you're scanning items into a record set in the client, and you scan (or mis-scan) an item that doesn't match an existing barcode, it returns an error: "No matching item record was found." When you're scanning items into a record set in Leap, though, you get no error message. If you're not paying close attention, you would assume the item was successfully added.
Ideally a red toast like the "This record set already contains this record" message (or the "no matching item record" message that pops up when doing inventory) would appear.
13 votes -
Change "None" for Pickup Areas to "Walk-in" or "Inside" or "Regular"
Currently, when a patron selects a library for a hold in the PAC and Pickup Areas are enabled, the default option is "None" which might not make as much sense to them, and they might think they have to select one of the other options (if there are any). Can "None" be changed to something more intuitive like "Walk-in" or "Inside" or "Regular"?
13 votesWe added the ability to suppress the "None" option in Polaris 7.6. And the "None" string that displays has always been a customizable language string. So you can choose to either suppress it or change the text at any time (via WebAdmin string editor).
-
Create and pay an invoice without attaching it to a purchase order
Many of our vendors consolidate processing and cataloging charges and put them on separate invoices from materials. In order to enter and pay these invoices in Leap, our acquisitions staff have to create a purchase order first, and then create a "fake" bib record in order to have something to receive. We would like to keep entering processing and cataloging charges in Leap to help us keep track of the funds, but it would be much simpler if we could directly create and pay an invoice just for processing or cataloging charges without any materials.
13 votes -
export search results record set
Polaris Leap-Export all search results to a record set without having to individually select each one.
11 votes -
Allow enabling/disabling of Pickup Areas per library AND enabling of specific Pickup Areas - not all or nothing
Currently, we can't use the Pickup Areas functionality in Leap because it is enabled at the system level only (except for the PAC part) and once it's enabled it's ALL pickup areas or none of them - it doesn't allow a library to disable pickup areas in Leap OR to enable, say, Curbside, but not Locker, as a pickup area, if both are added system-wide. We need each library to be able to enable or disable Pickup Areas in Leap AND enable ONLY the specific pickup areas from the list that they offer. This enabling of specific Pickup Areas a…
11 votes -
rickels@hcplonline.org
Ability to search within a customer's reading history by title, author, keyword.
10 votesThere is a filter on the reading history table in Leap that allows you to scope the results by title, author, or any keyword contained in the reading history table.
-
Additional check-in statuses for serials
Currently, when checking in serial issues in the Polaris client, there are only three options under the drop-down menu for status: "Expected," "Never Published," and "Not available." It would be helpful to add the statuses "Claimed" and "Pending Claimed" as additional options.
10 votes -
Can hold slips include the pickup area on them when there is one selected?
Currently when we print a hold slip for an item that is filling a hold where a pickup area was selected, we don't see the pickup area anywhere on the hold slip (see screenshot where "Curbside" was selected as the pickup area for that library). Can it be added so staff know where the item is being picked up?
9 votes -
Fee reason (Add charges in patron account) sort drop down menu alphabetically please
When adding a charge to a patrons account the fee reason drop down menu is not sorted alphabetically.
Alphabetical order would make data entry faster/more efficient.9 votes -
Searching in LEAP to place a hold
When you search for a title in LEAP to place a hold, it'd be nice if you could actually get search results without needing to change the keyword option. I've searched in LEAP multiple times for titles, even selecting the auto-generated title and I still get no search results until I change the keyword search to ALL instead of the default exact.
8 votes -
LEAP: Allow search and results to include Statistics like year to date circs or more importantly lifetime circulation.
Having to open each item record to see the stats of each item is alot of work. It would be nice to have the ability to see the stats upon the search results and maybe as an item filter option.
8 votesIt is possible in Leap to configure the item find tool to display both year to date and lifetime circulation counts in the search results so that you don't have to open each individual item record to check those statistics.
Here is a link to the help file on how to configure what columns appear in the Leap find tool: https://documentation.iii.com/leap/7.5/Default.htm#LEAP1_0/Specify_columns_for_sear.htm?
-
Ability to create Library Cards with specified purposes
One of our member libraries recently asked us to add this as a possible enhancement request to provide a more specific use for certain library cards. They stated, "We have been discussing the potential of providing internet-only cards as an option to our patrons. Ideally they would be used to access our computers and digital resources, but would not be used to borrow any physical items such as books. We feel there are many patrons who would benefit from this. Is this a possibility?"
6 votes -
Large Print ORS Packing List
The default font size for ORS packing lists, however, is 14. At my library, the vast majority of our patrons prefer large print materials, so a size 14 font is a bit too small. For accessibility purposes, it would make sense for the ORS Packing List to default to an 18pt font, which would be in line with large print standards.
This is not something that we can change ourselves in Polaris, so for several of my outreach patrons, I copy/paste the Packing List into a Word document, then increase the font size manually. While effective, it is time consuming…
5 votes -
Check-In Count Report
We can run a report on the number of items checked out at our library, but it is much harder to try and track how many items were checked in. Leap will keep a count on the check-in screen, but if the window gets closed or a new staff member logs in, that information is lost. It would be great to be able to easily track how many check-ins we do in a day since check-outs only represent part of what keeps circ staff busy at the desk.
4 votes -
Allow editing of Processing Workslips
The Processing Workslip is very useful - but it is missing some options and has others that we don't use or need. Our collection development and cataloging/processing staff have suggested the following:
-Have the title be in larger or bold font so it is easier to see, and have it at the very top of the page
-Show the number of items at the top of the page near the title/author details so you don't have to go the bottom of the page (or the second page) to count - this would be very helpful for large numbers of items…4 votes -
Block patron hold requests in the PAC if they are blocked in the staff client
We would like the option to block a patron's ability to place holds in the PAC if their account is blocked in the staff client
4 votes -
Manual tax correction in Leap
This is about a manual adjustment of the Sales Tax amount. Before we pay our invoices, charges (processing, shipping etc.) are added, then as a last step the Sales Tax according to the paper invoice. When the tax entry is saved, suddenly the Client shows a different amount, which is either a little over or under. According to the help section this is fixed by going into an Invoice Line Item Segment and manually adjust the shown Sales Tax, which fixes the Total Sales Tax shown in the Charges. Leap does not allow Invoice Line Item Segment tax adjustments, so…
3 votes -
Add "Clear" bulk change option in Leap to match staff client functionality
In the staff client, I can bulk clear a value from a UDF drop down menu but, in Leap, I do not have a clear option.
See attachd screenshot.
2 votes
- Don't see your idea?