625 results found
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Customize Items view of bibliographic record
The current fields displayed in the Items tab of a bibliographic record aren't always sufficient for our needs. For example, displaying the Copy or Volume field would be extremely helpful for encyclopedias, yearbooks, or other continuing resources with multiple distinct copies on the same record.
5 votes -
Default bib & item records to read-only in LEAP
Create the ability to default to view-only when opening bib records and item records in LEAP. It is a major issue for acquisitions and cataloging staff importing MARC files or doing bulk edits to item records when someone else with edit permissions is just looking at a title or copy. The specific record affected doesn't even pop-up to let you know about it, instead you have to go check a separate report. For the MARC import report, that means a very long report to have to scan through each time. Having the default view be view-only, and requiring staff to…
6 votes -
patron duplicate detection box full screen
When the patron duplicate detection box pops up showing possible duplicate patrons, the box is rather small. Could the box be full screen so you can see the duplicate patron details better? We often have to review duplicates and the larger box would help our workflow.
2 votes -
Create a permission to allow only authorized staff to check-in a withdrawn item
Create a new permission that we can give to different groups, allowing them to check-in a withdrawn item record by clicking through the pop-up. Default to NOT allow clicking through the pop-up. This will make it much easier for us to manage withdrawn items centrally.
1 vote -
Enhance PAPI HoldRequestGetList to Return and Filter by Pickup Area
Enhance the Polaris API HoldRequestGetList endpoint to include the assigned PickupAreaID and PickupArea for each hold, and add support for an optional pickuareaid query parameter. Polaris introduced Pickup Areas in version 7.5 to let libraries define multiple pickup points inside a single branch, such as lockers, curbside locations, drive‑through windows, or other specialized service points. Pickup areas were created to avoid the need to create extra branches and to support the increasing use of lockers and flexible pickup workflows. However, HoldRequestGetList does not return the Pickup Area, which means an integration cannot determine where a hold is supposed to be…
4 votes -
Allow a patron to be excluded from Overdue notices but not from Billing notices
Currently when libraries in our consortium lend an ILL item to other libraries that are not part of our consortium, part of our process is checking out the item in a patron account in Leap -- for tracking the status of the item, for statistics, and to make use of the ILS notices functions.
We do not want Overdue notices to go to those other libraries, but we would want Billing notices to go to them when appropriate. There are also a few other specific situations (some children's groups, some institutional/organizational patrons) where we would prefer to skip Overdue notices…
2 votes -
Display automatic renewal count separately in statistical reports
It would be helpful to have automatic renewals separate from all renewals when running circulation statistical reports at the patron stat class and item collection code level.
4 votes -
Prevent Out Items from Being Changed to Withdrawn When Approving Weeding Record Sets
When staff bulk change items in an item record set, items with a status of Out are not changed to Withdrawn. We would like weeding record sets to follow the same logic during approval.
When a weeding record set is approved:
-Items that are currently Out should not be changed to Withdrawn.
-The remaining eligible items should be processed normally.
-Staff should receive a block stating that “[number] item(s) were not approved because they are Out.”Use case:
Several items were checked out between being added to a library’s weeding record set and the set’s approval. During approval, they were…
5 votes -
View titles when comparing bib records
Right now when comparing bib records, the tabs all show the bib control number, which at a glance are simply not useful, especially if you have brought up multiple records. I would love for the display tabs at the top to have an option to display the title.
14 votes -
Add "You saved" to checkin receipts
We would like to see the "You Saved" amount message added to checkin receipts
2 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.
17 votes -
Include format in bib record header
Please add the format to the information presented in the header section of a bib record.
14 votes -
Record set filtering by column
The search/filter functionality in a record set could be improved by providing the option of applying it to a selected column instead of to all the columns.
10 votes -
LEAP - Ability to edit invoice header charges
The functionality to edit fund or charge type in header charges would help streamline acquisitions workflows. At this time, we have to delete and redo the charge when we only want to update the fund, creating more room for error.
8 votes -
Improve Toast management
Toast messages can sometimes be difficult to catch if they fade too quickly or can get in the way if they accumulate on the screen. It would help if the toast appeared, then was reduced to a smaller indicator that could be cleared. Aso allow staff to open the history of toasts for their current session, so they can refind a message once they have finished what they were doing.
7 votes -
Inventory to update item status
I would like to have the option for items being inventoried, if they have an anomalous status, to have those items go to a status of IN. Of course, we would rather not do that for damaged items, etc., so the ability to decide which statuses would be updated to IN, such as missing, would be essential.
11 votes -
Option to sort "recent" records
Option to sort list of recent/current records with most recently opened at top instead of bottom.
11 votes -
bib bulk change from find results
It would be useful to have the bulk change option in the Find Tool for bibs, like the existing functionality for items.
12 votes -
Waive fines/fees during youth to adult transition process
Allow the option to waive fines/fees when youths are transitioned to adults in automatically in Polaris 8.0. We do not want to have the new adults be responsible for a balance that was charged to them as minors.
2 votes -
Advance Additional Hold Requests Through RTF Sequences
When multiple hold requests exist for the same title, Polaris may keep all of the requests in the same Holds Request to Fill Routing Sequence as long as a single eligible item remains available in that sequence. This can occur even AFTER one item has already been identified to fill the requests.
As a result, the remaining requests may wait through the full primary and secondary routing periods before reaching the tertiary sequence, even though other libraries have available items that could fill them immediately. Depending on the configured days-at-branch settings, this can unnecessarily delay requests.
Polaris should evaluate each…
10 votes
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