646 results found
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Option to reorder tabs in Patron Record view
Polaris continues to add more tab options in Leap patron records (most recently for the Dated Notes), but the newest features frequently end up getting hidden in the More menu.
It would be really nice if each staff member had the ability to reorder the tabs in their patron record view, so they can ensure their most used tabs remain visible even if they are zoomed in or using a smaller screen.
For instance, many of our libraries do not use the Reader Services tab. For those libraries, it would be wonderful to have the option to move the Reader…
8 votes -
LEAP - Add Received Date and User to POLI segment view
By adding received date and user to the POLI segment view, we would be able to quickly troubleshoot issues without needing to run reports.
4 votes -
Scheduled holds/checkouts
The ability to schedule holds or checkouts in advance would be a valuable feature for both libraries and patrons. Many libraries offer a variety of items beyond traditional books, such as computers, StoryWalk kits, activity kits, technology kits, and other specialty collections, that patrons may need to access on a specific date or for a particular event.
Allowing patrons or staff to schedule a hold or checkout for a designated day would help ensure that high-demand or event-based materials are available exactly when needed. For example, educators, community organizations, and families often plan programs, classroom activities, or events well in…
3 votes -
Consistent Collection Name Display in Cataloging and Acquisitions Modules
We would like to submit an enhancement request regarding the display of collection names in the system.
Currently, the Cataloging module displays the collection name together with its abbreviation, while the Acquisitions module only shows the first part of the collection name in the dropdown list. This difference in display may cause confusion for staff when selecting or identifying the correct collection.
We would like to propose an enhancement so that the collection name display is consistent across both modules, ideally showing the full collection name together with its abbreviation, similar to the display in the Cataloging module.
This improvement…
3 votes -
Create custom circulation statuses
To be able to create customized circulation statuses that work for our system versus using the only given statuses. For example, the ability to create various Withdrawn - Leased, Condition, Relevancy. This would then offer additional feedback for staff when stats are ran to determine why materials were withdrawn versus they were.
9 votesFor the withdrawn example, does this really require custom circulation statuses? Or just a way to indicate/query the reason an item was withdrawn?
The reason Polaris has traditional restricted circulation statuses is because of our automated processes around certain statuses. Using the withdrawn example, our automatic Lost/Missing to Withdrawn processing would not know about custom statuses or which one to use.
If we reworked this enhancement as needing to be able to track/report on withdrawn reasons, we could plan for that within the automated processes.
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Make “Satisfied By” list in Hold Request screen sortable and filterable
Product Area: LEAP – Hold Request Screen
Description:
On the Hold Request screen, the “Satisfied By” tab displays a list of item barcodes and branches that could satisfy a hold. Currently, this list cannot be sorted or filtered, unlike many other list views in LEAP.When a title has a large number of copies, the list becomes difficult to review and troubleshoot. Staff must manually scan through all rows to determine which items are Held, Out, or otherwise unavailable, and to identify where those items are located.
Requested Enhancement:
Enable the same sorting and filtering functionality used in other LEAP…3 votes -
Provide streamlined option for placing a group of customers on hold for the same group of titles
Our library has a program where we supply community members with books to read to classrooms. All readers receive the same set of 4-6 titles. While Polaris' function of placing everyone in a record set on hold for the same title helps, it would be great if, when the find tool pops up upon clicking Place Multiple Holds, you could change the database from Bibliographic to Record Set to simultaneously place all the customers in the patron record set on hold for all the titles in the bib record set.
With hundreds of readers across our 28 locations, having this…
1 vote -
Alphabetically sort subject heading tags
Allow the 650 & 655 tags to be sorted alphabetically. When bringing in older MARC records there can be masses of duplicated headings. The ability to sort them alphabetically would make deleting them much easier.
2 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.
10 votes -
Preview for MARC Import
There should be a preview or staging phase when importing new MARC records where you can see what duplicates are detected, and what action will be taken based on the profile selected, and have the option to manually override the actions on each record (e.g. don't replace this specific one - just create a second record instead)
5 votes -
Provide additional reporting options for In-House Use
In-house counts are very important for informing staffing and collection maintenance. It would be great to have more options around in-house beyond YTD and Lifetime counts. For example, it would be helpful to run reports on the amount of in-house use within a specified time frame in both item list and item count reports as well as the ability to run item statistical reports on in-house use.
3 votes -
Add 'Patron Record is Secured' to Report Output Column in Patron List Reports
Add 'Patron Record is Secured' to Report Output Column in Patron List Reports in Simply Reports. Available as a Patron Miscellaneous Filter but not as an output.
11 votesSecured patrons are patrons with a record status = 3. It is possible through SimplyReports content administration to add the RecordStatusID column from the Patrons table to the list of output columns.
I'm putting this idea under review because the RecordStatusID isn't exactly what was requested here. But I wanted to share that it may provide a workaround.
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Option to Post Holdings to OCLC
In Sirsi, there was a quick option to post holdings to OCLC (for ILL holdings). In Polaris, we have to use OCLC Connexion and post the holding there for each item that is not automatic (like items from Ingram). This is not ideal, as it takes more steps to log into Connexion and find a good record (when we are already locating the record once from a remote database when we add the record in LEAP). It would be nice if there was an option to click to post the holding while cleaning up the record.
5 votes -
Configuration for Patron Fields to Copy
When creating multiple records for a family, our staff often copy the patron record when creating the next. Unfortunately, they sometimes changes some needed fields when copying. It would be great to be able to configure what fields are copied in a patron record. For instance, not copy the birthdate and the first/middle name. From what I can see, this is currently not available. https://documentation.iii.com/leap/8.0/Default.htm#LEAP1_0/Patrons/Copy_an_existing_patron_record.htm
4 votes -
Customize Copy funtion in Leap
Add the ability to customize what fields are "copied" when clicking on the Copy button in a patron record. Or as an alternative, create custom patron templates that can be selected both when copying a record and creating a new record.
For Example: Our Staff use the Copy function most often with registering multiple members in the same family. Rarely is the information in the Profile View the same (Name, Patron Code, Birth Date, etc.) and if staff aren't careful they could forget to change these fields - fields that are reflected in the various system tables.
5 votes -
Spell Check
It would be great if there was an option for spell check or a grammatical check in the bibliographic record (especially the 520 field)- either that or it should be possible to run a spelling/grammatical error report.
6 votes -
Bulk Deleting Authority Records With No Bibliographical Record Pop-Up
Currently, when I create a record set for authority records not connected to a bib record, and then try to delete multiple records, I get a pop-up that asks if I'm sure I want to delete the record even though it is attached to the record set (that I just created). I get this pop-up for EVERY authority record I try to delete, so if I delete 100 records, I will have to see this pop-up 100 times. There is no way around this currently and I'd like it to be fixed. It should be like deleting items in other…
3 votes -
Ability to update an existing record set using a scheduled report
It would be super helpful to have the ability to create a report in Simply Reports (Bib list report) that would update an existing record set, which would then automatically update a Showcase/Carousel in the mobile app.
Here is my example.
I created a report in Simply Reports, advance published it, and in SSRS I subscribed to the report and set it up to email me. (Receiving the report is just for tracking purposes. What is needed is the report to run and update the record set, to in turn update the Showcase/Carousel.)When creating the report, under 'Bib record…
3 votes -
Polaris should re-evaluate hold eligibility when trapping preferences are set
When a hold request is placed, Polaris performs an eligibility evaluation only once—at the moment when the request is first placed. Polaris does not re-evaluate eligibility later. So if Polaris is configured to use hold trapping preferences that prefers "my patron" but some temporary circumstance prevents the assigned library's item from filling a hold for the library's patron, the hold must now be filled by a different library. This can be mitigated if staff notice the problem and delete and replace the hold, but this is a lot of extra overhead and in all likelihood the problem will go unnoticed.…
7 votes -
Exclude holds from outreach patrons from our picklist and show the patron's name.
We would like the ability to exclude holds from outreach patrons from our picklist, since the outreach module has its own picklist. In addition, having the picklist to show the patron's name would be a great feature.
3 votes
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