608 results found
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Print view of just items out from Leap patron account without header
In Leap, staff would like to be able to print a list of a patron's items out without printing the whole screen including the header with the patron's account information - similar to the print function available in the items out view of the Patron Status window in the Staff Client. Use case: a patron is checking out some items but has other items at home and wants a list of all their out items with due dates printed on the receipt paper from the desk.
7 votes -
Using Shift + Click for holds
Staff would love to be able the ability to use Shift + Click to select a range of hold requests in the Leap Patron record Holds view. This is an option in the Items out view (as well as in the Find tool and record sets) and it would be great it this could also be added into the patron Holds view.
3 votes -
Patron notifications for holds that become unavailable
Issue
When a patron places an item-level hold and the item’s status is later changed to Missing, Lost, or another status that renders the item unfillable, the patron is not notified of this change. The hold remains in place without any communication, leaving the patron unaware that the request can no longer be fulfilled. This also happens with bib-level holds when the last available item linked to the record goes to a status like Missing or Unavailable.Requested Enhancement
When a hold becomes unfillable due to a status change (e.g., Missing, Lost, Withdrawn, etc.), Polaris should automatically notify the patron…
7 votes -
Granular notice preferences
We recently had a patron complain about receiving 2nd hold notices and hold cancellation notices. Is it be possible to add these notices under "exclude from notices and reminders" in the patron account?
3 votes -
Clean any invalid characters on import of MARC records
Recently, Ingram sent us a MARC record that caused the record to both not show up in LEAP and not be available for API calls, so it didn't show up in our discovery layer either.
It ended up being that there was an invalid character ([ERR] FOR XML could not serialize the data for node 'data()' because it contains a character (0x0019) which is not allowed in XML.) in the MARC record causing this.
It would be helpful if Polaris would clean any incoming MARC record of characters it knows will cause issues.
4 votes -
Ability to have a different 'Number days held for pickup' based on Material Type
Our member libraries would like to have their admission passes (Material Type 'Pass') configured for a 3 or 4 business day pickup window, whereas all other material types are configured for 10 days. (10 days is too long to hold admission passes for pickup, but makes sense for everything else.) I could see where this might be beneficial for other material types also.
9 votes -
Provide a way for administrators to disable all patron credit features
Our libraries would like to disable all the patron credit features. Most of our libraries do not accept lost-and-paid items; once the item is paid for, it belongs to the patron if found. We have 43 libraries in our system and our reconciliations of lost item payments is already complex enough that we can only do it semiannually. Adding a 'paid from credit" line is going to bring up questions from our auditors. And mistakes have already been made when staff doesn't see the credit on a patron's account and so asks them to make a payment.
8 votes -
held items pop up
Held Item pop-up:
Please have this pop-up appear UPON account OPENING (vs after an item is checked out) THX!
4 votes -
Greater specificity in Weeding Record set red toasts
When scanning materials into a weeding-type record set, the system throws (broadly) two types of toasts - yellow and red. The yellow toasts very helpfully specify in what exact manner the given item does not match weeding criteria filters. However, the red toasts (excluding "Barcode is invalid" and the indication an item is already in a weeding record set) do not specify in what exact manner the given item falls outside the inclusion criteria.
For especially complex weeding criteria, this can make for one heck of a slog through the item record, and subsequently the attached bibliographic record, to identify…
4 votes -
Ability to bulk change item templates
Currently, there is no way in the UI to bulk change item templates. They need to be edited one at a time. It would be great if these could be bulk changed just like item records.
17 votes -
Indicate count adjustment when filtering a record set, retrieval etc. in Leap.
When looking at a large (or even a smaller record set or list of records of any kind in leap), it would be incredibly helpful to see the new count when adding a filter. For example, I I have a record set of 10,000 items with mixed circ statuses and I want to see how many items in that record set are checked out, It would be great if when I type checked out into the filter, it would say (similar to the count only in the Find Tool) something like 300 of 10,000), similar to the way Picklist does.
4 votes -
Option to Display Description and Comments for MARC Tooltips
It's possible the Description and Comments configured for MARC validation display somewhere else already, but it would be nice if there were a couple of buttons to display that data in the MARC tooltips. The Description would be helpful for any tags that aren't used regularly or for staff with limited familiarity with MARC formats while the Comments could be useful in communicating local cataloging policies. Bonus points if we could allow staff with the appropriate permissions to edit the Description and Comments directly in the tooltip. It's not a particularly good example, but you could include something like "Please…
5 votes -
Allow customers to set/adjust Preferred Name via MY Account in PAC
Currently, staff can set a preferred name for customers but customers can only do so themselves during their initial self registration (we use Quipu's eReg). It would be great if customers could make preferred name adjustments on their own even after registration, via My Account.
Functionally, this could entail a check box that they wish to use a different name and, when they do this, it would automatically duplicate the existing values in their required name fields into the Name on ID fields and then allow the edit to Required name field. This would be an especially helpful option for…
7 votes -
Provide export option for hold unclaimed from Picklist
This would enhance staff ability to isolate items requiring action, particularly when unscheduled closures impact hold until dates and for special programs that have different parameters.
2 votes -
Place multiple holds for one patron in a purchase order
It would be very helpful if Polaris had an option to be able to highlight multiple titles in a purchase order whether in the pending process or released process by being able to select multiple titles, right click, and PLACE multiple holds for one patron.
6 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…
10 votes -
When receiving items in ASN, check immediately if there's an invoice to generate
When receiving cartons in ASN, it would be nice if Polaris would check immediately if there's an invoice to generate instead of either a. going to the process EDI invoices work form to find and generate it manually, or b. waiting until the next day when the EDIAgent runs again.
1 vote -
Ability to limit the "Number of days past first available" setting to the branch level only.
The "Number of days past first available" setting was developed specifically for the issue where libraries would like the new item's hold requests to be limited to only patrons registered at the item’s assigned branch and other branches associated with the same parent library for a specified number of days. We would like to try this workflow, however, it won't work in our system as all of our branches are under the same library organization.
3 votes -
Bulk waive criteria should allow user to specify maximum or minimum amount of charge to be waived
The new(ish) bulk waive options in Leap are extremely useful, but library administrators often want to waive charges of a certain amount - usually "waive all charges of less than X dollars." The current interface, however, doesn't allow the user to specify an amount for the charge to be waived. This would be very useful and would avoid the need for creating a SQL statement to identify such charges. The scenario of waiving all charges greater than a given amount is less likely, but if you're adding the ability to specify a maximum, why not add the option for a…
6 votes -
Add the ability to round all prices to nearest nickel
With the production of pennies ending, we've had some discussion around prices in Polaris. Ideally, we would like to see some method of optionally having all prices (item prices and fines) rounded to the nearest nickel. We haven't run into any problems yet, but as pennies eventually become more scarce, we suspect that we'll have trouble with cash payments.
10 votes
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