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  1. Now that in Leap we can compare bib records side by side, it would be very helpful to be able to compare record sets side by side. Right now I'm exporting contents and comparing in Excel/Google Sheets, and then sometimes importing the results into a new record set. I'd love to be able to see two record sets next to each other and edit as needed directly in Leap. Apologies if this idea has already been submitted. Thanks!

    9 votes

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  2. Information about which 3M SIP port that is tied to each branch is only available if you have SQL. This request is to allow that port to be viewed in Sys Admin. Even if it was just part of a a branch's properties that would be fine.

    It could also be in a table view format (like Fine Codes, etc.) but it would just be nice to see that information somewhere outside of SQL.

    6 votes

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  3. Polaris has long supported an option in Patron Registration where you can mark a patron record as "Do Not Delete." I'd like to see that same functionality carried over to record sets. For me, it's a fairly common task to recover accidentally deleted record sets for staff members who've somehow managed to delete an important and often used record set, despite every warning they receive.

    Specifically, I'd like to see this option added at the permissions level, with separate permissions for:

    • Mark a record set as "do not delete"
    • Clear a record set for deletion

    That way staff members can't…

    14 votes

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  4. Many screens in Leap are awash with 1px borders, which make it difficult to visually distinguish different areas of the system because of the "noise".

    While there are lots of ares for UI improvement across Leap, this one might be an easy win, as shown in the side by side screenshots.

    6 votes

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  5. You can set the title bar color and the login message for Leap. However, it would also be nice to have the option to set the favicon so when you have a test, development, and production server open, you could use a favicon to more quickly distinguish between them in your open tabs.

    6 votes

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  6. Add an Invoice Status of 'Ready to pay' or 'All items received' in the Find Tool - Invoice - search filter. This will allow EDI invoices to be filtered to ones where all items have been 'received' and make the invoices ready to 'pay' easier to find

    1 vote

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  7. When changing settings, it is critical to make sure you're changing them in the right place.

    The /PolarisAdmin should also pick up the color coding and client alerts. Currently, the /PolarisAdmin does NOT pickup the client color changes or wording, which means you need to do extra work to make sure you are changing the settings in the proper system.

    3 votes

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  8. We would like an optional field for parent or guardian information in the registration form.

    We don't require parents to have library cards if they only want their children to have cards, and we have instances where only children can qualify for free cards (school district vs county lines). It would be great to include a parent name, DOB, and DL# in the child's registration without using fields that prompt duplication notices.

    4 votes

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  9. I'd like to see the option to have more than only one screen open at one time, vs needing to close out the current screen before performing another/a different related search (like we can in the staff client).

    9 votes

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  10. The usefulness of the OmniSearch box in Leap would be greatly enhanced by the addition of operators and Power Search (CCL) features so an experienced Polaris user could execute their search right away, in the OmniSearch, and get the results back in a Find Tool. As it is, if I want to search for, say, an item record, I need to:

    1. Click Find to launch the Find Tool
    2. Change the search type to Item Records
    3. Change whatever parameters I need to change after that.
    4. Maybe add a filter or two and then apply those filters
    5. Go back to the Find…
    13 votes

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  11. I would like to be able to edit the transaction notes field in a patron account summary. We recently had an instance come up where someone forgot to add information to an item that a patron was being charged for. It would be nice to be able to go in and edit it after the fact as opposed to having to delete the charge and start over.

    10 votes

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  12. When you are logging into Leap on a machine where you've already logged in, a cookie is set that pre-fills the Branch and workstation. However, you canNOT simply hit enter to continue through this screen because the focus is on the workstation drop down.

    This is a request to make it focus on the Continue button when you've already logged in on this browser to make the login process more seamless.

    5 votes

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  13. When using the INN-Reach Check In option in Polaris we would like it to display where the item is being transferred to. This can be done with a pop up display to acknowledge the transfer location or displaying it on the check in log after check in happens.

    Currently staff notice status went to transferred and need to open up the request to see where the patron chose to switch their request to.

    We know we can have Polaris print the ILL transit slip but we prefer not to waste the paper to basically quickly see where to send it.

    3 votes

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  14. Staff are requesting that the call number be added to items that are billed on the account tab in the patron page. Right now, the main item information is Barcode/Title/Organization [branch] so they have to click to the item to see the call number when they do a shelf check. Adding the call number to this page will help staff work more efficiently by skipping having to look it up on another page.

    6 votes

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  15. We would like to request that transit slips print for INN-Reach items that have been borrowed by our patrons and need to be returned. When these items are checked in, no transit slips print for us to easily return them to the lending libraries. We came from Sierra, where this was standard. Adding the return transit receipt would streamline our workload back to what it was before migration as we won't have to look up these codes manually. It will also help staff recognize that the returned item is not ours and needs to go back to another library.

    2 votes

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  16. Unless patrons are regularly monitoring their account (some don't even do this at all) they would have no idea when their holds go into Not Supplied status. Having a notification for this would alert them to take some sort of action (try to reactivate if possible, order another edition/version, contact the library for other options).

    16 votes

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  17. When you are adding an account or changing information on an account and the system detects a duplicate, it won't let you proceed. However, it won't give you any information on the conflict account.

    It would be super helpful to have the conflicting ID shown in the popup message to make tracking down the other account easier.

    Especially if the dup happens to be because of something weird like a space or non-printable character.

    This seems to happen more as locations move to SSO and fill in their external ID field.

    4 votes

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  18. We've begun leveraging the "ExternalID" field in Polaris to integrate staff authentication with Google using our Google Workspace email addresses. During this process, we've encountered matching errors when updating existing Polaris accounts that share email addresses with previously deleted user accounts.

    It would be extremely helpful if, when a Polaris staff account is deleted, the associated ExternalID is automatically cleared to prevent these conflicts. Additionally, when an error does occur due to a duplicate ExternalID, a clearer error dialog that identifies the conflicting PolarisUserID would greatly assist in resolving the issue quickly.

    1 vote

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  19. Polaris client allows staff to populate a patron record set from an xlsx or csv on the local machine. Please enable this capability for item and bib record sets as well.

    5 votes

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  20. Cataloging staff using the client have to resize the columns of the find tool results every time they search bibs and items. They also would like to be able to add and remove columns from their default searches. In LEAP, they can add and remove columns and LEAP remembers when they resize a column. This functionality in the client would save them steps.

    3 votes

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