49 results found
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Add the ability to edit the 008 field directly instead of having to open the editing box
In Leap, when you edit the 008 field by typing in the field directly, instead of opening the editing box, the position of the subfields is corrupted. The ability to edit the 008 field directly works correctly in the Client, and is an important, time-saving feature. Common edits include adding an 'a' for illustrations in position 18 or adding a second date in positions 11-14.
1 voteThis is already supported with the in-line editor that was released in Polaris 7.6. If there is a bug in the editing flow, please open a bug ticket with Support.
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Show Pickup Area in Held view of Request Manager
Libraries that are configured to use pickup areas such as lockers, drive-up windows, etc, need to be able to see the pickup areas via the Request Manager's "Held" view. This will help libraries distinguish and manage items that are on the library's holds shelf and those that have been placed in the pickup locker.
Currently, in the patron's holds view, either the pickup branch or the pickup area are displayed in a column, no matter the status of the hold. This column of information is also available in the Pending view of the Picklist. See attached. Please bring this information…3 votesI'm marking this idea as already supported because the pick-up area displays in the request manager, including when viewing the list of holds that are in Held status.
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API Ordering with Ingram
Ingram now supports direct API ordering. It would be great if Polaris supported direct API ordering as an alternative to uploading EDI orders to a FTP server.
1 votePolaris has PAPI endpoints that can be used by vendors to create purchase orders in Polaris. They were added in Polaris 7.6.
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Add PAPI method to GET picklist
Please consider adding a GET PAPI method to retrieve the picklist. While it’s usually convenient to obtain the picklist from the client/Leap, having a direct API option would enable custom workflows and more flexibility for libraries.
3 votes -
Optional PAPI parameter to NOT send confirmation email to patrons
Currently in SA->Parameters->PowerPAC->Patron access: Contact info update there is an option to turn on/off the Confirmation e-mail to patrons. This is a nice feature when patron's change their email or phone online. However, there are times when we need to change that information via PAPI and the patron doesn't need a confirmation email.
For example, we have a partnership with our local public school. If the contact information changes for a student, it needs to be updated in the library account as well. In that case, the patron does not need a confirmation email sent.1 voteThis is already supported through using the "ignoreSA" flag on the PAPI call. If that is set to "true" the email will not be sent to the patron.
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Merge Claimed and Received Issues in Leap
Can the Serials Check-In Utility in Leap allow the merging of claimed and received issues? This functionality currently exists in the desktop client. This is a barrier to getting staff in both tech services and service desks to move Serials work over to Leap.
6 votesThis functionality exists in Leap by using the "Combine Issues" button on the Serials Check In workform.
Help article: Combine Serial Issues
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Remove closed patterns from Find Tool results
Serials Holding Records - remove any closed patterns from the find tool search results.
We close a pattern in the Serial Holding Record when we are reducing the number of copies, or a serial has ceased publication.
It would be helpful if these closed patterns don't appear in the 'Find Tool - Serial Holdings Record' search return list.
3 votesI believe we can already support this as of Polaris 7.7, where we added sticky Find Tool filters. If you setup your Find Tool filters to have "Is Active" = Yes, then click the star icon to save this as your search default, that will automatically filter out any closed/completed serial holdings records.
And making it part of your defaults means it will automatically be filtered every time you search, so you don't have to remember to keep filtering.
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Provide way to fetch patron's credits using Polaris API
We have Polaris integrated with Teller to process patron payments. Within Teller, we would like to use Polaris patron credits as a form of payment. We have been talking to Teller about this, and we believe this can be achieved by getting patron credit information via the API. At present, the API only returns charges owed by a patron, not any credits a patron may have.
1 vote -
Let us create a temporary ILL on the fly from the new item page
We do not use OCLC or INN-reach for interlibrary loan resource sharing, we use another third party service, so we have patrons fill out ILL requests using a Google form that we then review to see if it's available.
It would be ideal if, upon receiving the item they requested, we could create an ILL on-the-fly record and put it on hold for the patron without having to download a bib record, put a hold request on it, convert the request to an ILL request, and so on.
3 votesOCLC and INN-Reach are not requirements to use the ILL module in Polaris. You can still create ILL requests, which will automatically spawn brief bibs and items that are automatically deleted when the ILL request has been processed.
I think maybe the step missing based on the workflow you described is the unlocked hold request:https://documentation.iii.com/leap/8.0/Default.htm#LEAP1_0/Requests/UnlockHold.htm?Highlight=unlocked
You don't need to download a bib. If you unlock the hold request form, you can type directly into the request fields with details about the ILL request. Then save the unlocked hold and convert to an ILL request to generate the brief records.
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record set
After running a Record Set sometimes I find the need to refine my search. It would be really nice to have the ability to backtrack to the search parameters to make needed changes then rerun the search in lieu of starting over.
9 votesThis should be possible with the recent searches feature added to the Find Tool in Polaris 7.7.
The search filters applied are saved as part of the recent search string. If you're creating a record set from the Find Tool, then realize you need to refine you search, when you return to the Find Tool you should be able to pull up the recent search without needing to start over.
You may need to clear/delete your record set if you already populated it. I read this enhancement as being more focused on having to re-create the search filters/criteria, but let me know if that was incorrect.
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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.
18 votes -
Search results
When searching in Leap, sometimes I need to take all of the search results and add them to a Record Set. I wish I had a select all button. In stead I have to individually select every single record to be added. This would save me so much time!
9 votes -
Add PAPI methods to edit Patron Information
The ability to edit patron information—such as custom data fields or core registration details like name and email—without requiring the patron’s PIN or password would be highly beneficial. While using a Record Set to bulk edit standardized fields (e.g., expiration date or User1–User5) is extremely helpful, it doesn't cover all use cases.
For example, we regularly receive updated information from our partner school, including address changes. Currently, the inability to programmatically update these records creates workflow bottlenecks and limits our efficiency in maintaining accurate patron data.1 vote -
picklist
When printing the Picklist, we would like the current date and the page numbers to be printed.
This would be helpful for us when we go back to look for items other staff members did not find. Also, if the date is there, we can identify if the list we are working is today’s list or if someone left an old list laying around.
10 votes -
Make patron expiration date line not manual
I polaris both account expiration and adress check dated had an option of just adding 1 year (or other period you choose) to a current date. In Leap only adress chech still has that option and account expiration date is pure manual, which takes longer to set each time. It would be nice to have that line of adding a chosen period to the current date back there.
6 votes -
ISBN quick search option
Currently, the quick search bar does not do allow ISBN searching. It would be helpful to be able to scan an ISBN in the quick search bar and have the bib record pop-up, like what happens with item records when a barcode is scanned.
20 votesYou can make this work by adding the ISBN to your keyword index (via a Support ticket).
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Support Star receipt printers with QZ Tray
The new QZ tray receipt printing in 7.8 is a great "leap" forward for Leap printing. However, it does not support Star receipt printers, and you cannot add support for them via a configuration of QZ or within Leap.
Since Star receipt printers are supported in Polaris: https://iii.rightanswers.com/portal/app/portlets/results/viewsolution.jsp?solutionid=160930969880949
This is a request that support for them be added to the QZ Tray receipt printing.
PS You can switch Star printer to support Epson commands as shown here: https://forum.innovativeusers.org/t/star-receipt-printers-not-supported-in-star-line-mode-with-qz-tray-switching-to-esc-pos-emulation/2566
24 votes -
Damaged item notices
Could we add an print notice option for items checked in using the 'Damaged' option?
7 votes -
Error message when failing to add items to record set in Leap
When you're scanning items into a record set in the client, and you scan (or mis-scan) an item that doesn't match an existing barcode, it returns an error: "No matching item record was found." When you're scanning items into a record set in Leap, though, you get no error message. If you're not paying close attention, you would assume the item was successfully added.
Ideally a red toast like the "This record set already contains this record" message (or the "no matching item record" message that pops up when doing inventory) would appear.
13 votes -
Improving full-screen editing for MARC records
Make full-screen editing more easily usable. One example: deleting multiple fields at once.
Make it possible to add fields ANYWHERE, not only after a similar type of field (i.e. fixed fields--why can't I add them anywhere?).
14 votes
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