35 results found
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Make LEAP More VPAT Accessible!
Making LEAP more accessible and usable for everyone is key to system-wide adoption. I know LEAP can be finicky when display and text scaling and zoom levels are beyond 100%. But improving support for larger text would be a game-changer for many! I have a couple suggestions that I think could make a big difference:
Support zoom and text resize beyond 100% throughout LEAP, especially with the Find Tool, so users with vision needs can actually read the text. This small enhancement would be huge!
Perform a VPAT and implement recommendations. This will uncover ways to improve overall accessibility per…
19 votes -
When Receiving POs, Only Change Item Status to In-Process if Current Item Status Is On Order
It is frustrating that Polaris allows items that have not been received to circulate. There is probably not a connection between the PO status and the item status – but it sure would be nice if there was! We recently had an incident where items were distributed to branches before having been invoiced and received. A few days later when the invoice was processed, the items were all changed to a status of In-Process, even though they had already been checked out or were in a status of Being Held. It was very difficult to correct. One solution would be…
10 votes -
More documentation for Polaris Inventory Manager (PIM)
Create step-by-step instructions and documentation for Polaris Inventory Manager; how to install it, set things up, using record sets, etc. There really is nothing available that we can share with our libraries; there is a webinar on inventory, but it does not really discuss install and set-up.
The same documentation for inventory via check-in would also be greatly appreciated.8 votes -
More match point for POLIs with on-order item templates (including Item Template ID)
We would like the ability to match POLIs with on-order item templates on more data points, specifically shelf location, statistical code, and call number prefix. I expect that this means there would need to be extra fields to enter the POLI, and that would work out fine if that enabled the item records to be created accurately.
Our libraries use different shelf locations, statistical codes, and call number prefixes for items within the same collection. When placing an order, items are created from the on-order item templates, and only match on 3 data points: assigned branch, collection, and material type.…
34 votes -
Go back to same place in PO
Unless I'm doing something wrong, when I am in a PO and go into a PO LINE to check ISBN, discount or whatever, I hit save and go back and it takes me to the top of the PO. Some of my PO's are really big so I'd like to know how to just go back to the spot I was at before instead of the top.
22 votes -
Copy to create new INLI in Leap
In Polaris, when you are in an INLI you can click the New button you get the option to Copy Existing Work Form. The new INLI retains some values from the existing one (e.g. fund, title, author).
In LEAP you need to exit the INLI, and then click the New Line Item button, which does not fill in any of the information. Makes adding line items slower and more repetitive when you need to re-enter everything.18 votes -
Multi select Claims items
Enable multiline selections/changes for claims. That is, don't make us select each and every one separately to update to Backordered!
4 votes -
Unrelease a PO in Leap
Acquisitions staff would like the ability to un-release a purchase order. Currently, once a purchase order is released, you are unable to go back and make any changes if you realize you made a mistake. Instead, acquisitions staff are having to delete the entire PO and start a new one from scratch.
34 votes -
Save collection and fund when adding segments to purchase order line items in Leap
Currently, when adding segments to a purchase order line item in Leap, the collection and fund reset whenever a new destination is selected. Since we are frequently adding multiple segments with the same collection and fund but different destinations, this forces acquisitions staff to have to scroll down and select the correct collection and fund for each segment. If the first selection of collection and fund "stuck" for each purchase order line item, it would be much faster to add multiple segments for items going to different destinations.
36 votes -
Enter tax and discounts on invoices as an amount rather than a percentage in LEAP
In the Polaris client, we have the ability to enter taxes and discounts on invoices as a dollar amount. In Leap there is no way to do this and taxes and discounts can only be entered as a percentage. Many of our vendors list taxes and discounts as a dollar amount on the invoice, it would be much simpler to be able to enter in those numbers directly rather than trying to calculate the correct percentage. Our Acquisitions staff have been entering and paying invoices in Polaris client rather than in Leap solely for this reason.
This would save our…
18 votes -
Full support for emoji in Polaris Label Manager
Many libraries like to call attention to their genre fiction through the use of spine label stickers and icons. For instance, science fiction items may feature an image of a grey alien, mysteries have a magnifying glass or a skull and crossbones, and westerns use a cowboy or a horse or something similar. The thing is, there's no reason a library couldn't print the icons on the spine labels themselves using emoji.
👽 = Science Fiction
🐴 = Western
💀 = Mystery
🦄 = Fantasy
🏰 = Historical Fiction
And so on. However, the Polaris Label Manager barely supports any…
48 votes -
Custom columns in record sets
To have the ability to choose what columns are used in record sets. This would be useful for daily inventory of items that we would need to know the due dates or other values. Currently, record sets are locked into a standard set of columns, some of which, most of us have no use for.
Idea Value
This would be a major time saver when analyzing inventory and statistics.61 votes -
Add "Days Past First Available" to Item Bulk Change Options
The item hold setting option, "Days Past First Available," was added in Polaris 6.4. This hold setting is not currently included in item bulk change options and should be added in.
Idea Value
Libraries who want to begin using this feature cannot currently bulk change existing items to use this setting (or, if already using, change the existing value). All other item hold setting options can be bulk changed. For parity, the "days past first available" should be added as a bulk change option as well.22 votesFUTURE POSSIBILITIES (IDEA LAB) · 1 comment · Acquisitions, Serials & Item/Issue/Inventory Management · Admin → -
Auto-Split Record Sets Based on Recommended sizes for bulk changes
Once you create a record set, it's very annoying to try and break it into smaller record sets (ESPECIALLY in Leap). Given that bulk changes are supposed to be limited to 10k items or less (according to my site manager), it would be really helpful if there was a way to break up a record set into smaller ones. Ideally I could pick to split the record set in half or in multiple sets of maximum X records.
Idea Value
Libraries needing to manage their collection can bring their system to a halt if they make too big a change…26 votesFUTURE POSSIBILITIES (IDEA LAB) · 0 comments · Acquisitions, Serials & Item/Issue/Inventory Management · Admin → -
Un-cancel a purchase order line item
The ability to un-cancel a cancelled Purchase Order Line Item. Sometimes an order cancelled by a vendor will arrive anyways, or one edition is cancelled then later substituted for another. In these cases, it would be preferable to un-cancel the original POLI than to create a new one, or start from scratch at the invoice stage. Un-cancelling the POLI would also allow us to maintain the connection between the POLI and the Invoice Line Item.
Idea Value
This would save time and confusion for acquisitions staff, and allow us to maintain the connections between PO, Invoice and Item.39 votesFUTURE POSSIBILITIES (IDEA LAB) · 5 comments · Acquisitions, Serials & Item/Issue/Inventory Management · Admin →
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