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ILS - Polaris

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  1. In order to obtain item status and item details such as Assigned Branch, Holds data, InTransit data, etc. you need to use the ItemCheckinPost Protected Method. This also completes a check-in which is not desired if we just want to obtain information about the item record. Please consider adding a new PAPI method or a revision to the methods to add a "do not check in" option to the existing call? Thanks for the consideration!

    6 votes

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  2. While Selfcheck Item Blocks, Patron Blocks, and the Patron/Material Type table rules can be edited and applied at any organizational level, the Selfcheck Material Types table appears to only be editable from the system level. In the PolarisSA, it is only available at the system level. In the client, it can be edited from any org, but the changes apply across the system. This is an area where there are likely to be different requirements at the library or even branch level, it would be very helpful to be able to adjust it as needed.

    18 votes

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  3. It can be confusing when staff look at the history for an item and it says it was Checked in/Available and then it shows it as Withdrawn. This happens when we are preparing bills and we need to withdraw an item with the Circulation Status of Lost/Damaged/Replacement cost before we can bill the other library. It would be nice to open the Item Record for the specific item and declare it Withdrawn. I would suggest that a BIG RED BOX pop up and say "YOU ARE GETTING READY TO DECLARE THIS ITEM WITHDRAWN. IS THIS WHAT YOU WANT TO DO?" …

    56 votes

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  4. 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.

    52 votes

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  5. We would like the ability to create an item record from an invoice line in Leap. This is especially useful when manually building invoices, and can be done in the staff client.

    36 votes

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  6. We would like the ability to print an item's barcode while in Leap. We have items that either require multiple barcodes for processing or items that have lost their barcode and it would be nice to print these directly from Leap to the printer of our choice.

    Currently staff need to grab the barcode from Leap and then open a different software to print the barcode label.

    This idea would also be nice if we can expand to a patron's barcode. Patrons come in and don't have their card for that visit but need it to access the computer. Rather…

    20 votes

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  7. Some items get stuck in transit and are never found again, it would be nice if these could automatically transition to missing after a customizable period of time, similar to Lost -> Withdrawn and Missing -> Withdrawn.

    121 votes

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  8. We teach staff that, except in very rare cases, they should always be placing bib level holds for customers but sometimes folks make mistakes. It would be great there was a check box option in Leap to convert a customer's item level hold to a bib level hold while retaining their position in the queue. Currently, if a staffer places an item level hold in error, to fix it, they have to place a new bib level hold and then use the checkbox and arrows in the queue to move them from last position (for example, 453) to their former…

    55 votes

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  9. Our catalogers would love to be able to search the Remote Databases by UPC.

    38 votes

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  10. Having patrons blocked from placing holds if there account is blocked is greatly needed, as patrons can currently place holds through Leap, Vega, Mobile App even if they are blocked for having too many fines.

    73 votes

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  11. We'd like to have a way to place multiple holds at once. The existing multiple holds option doesn't quite do that as it still requires re-entering the title and selecting it for each copy needed while in the holds area of an account. For a book club, for example, it would be much faster and easier to select a title to hold and have a way to say we want 15 copies from this bib record, rather than have to select it title 15 times.

    109 votes

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  12. Record sets that are owned by staff remain in the system forever if those owners don't clean them up. We would like Administrators to have co-ownership of those sets.

    Idea Value
    Administrators can maintain and clean up orphaned record sets.

    103 votes

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