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Innovative Idea Exchange

ILS - Polaris

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19 results found

  1. Right now we take our want out into the stacks and run it with the Tech Logic software on the laptop. Once we are done with the section we want to inventory, we then save and upload a document to Polaris or Simply Reports to update our materials with the new inventory date. It would be nice to have our Inventory Wand link directly to Leap and update the inventory date live in our system and cut out the middle step of saving and uploading the file.

    6 votes

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  2. Direct links from a POLI to it's invoice line item would be helpful and match client functionality. Linking to an invoice that may have many line items requires more scrolling and double checking.

    20 votes

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  3. Add editing of the fund, destination, and collection of POLI segments to match the client functionality.

    39 votes

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  4. The client has a direct link from the invoice line items to the holds queue. In Leap, getting to the queue requires going through the item (and sometimes bib).

    31 votes

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  5. In the client, funds link directly to invoices, POs, POLIs, and other related records. Funds in Leap have very few links. Direct linking to working acq records facilitates tech services workflows.

    46 votes

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  6. In the client, staff often use the link to individual purchase order line items, but this is not yet available in Leap. Because an invoice may have many linked POs, and POs may have many POLIs, it can be difficult to find the correct POLI without access to direct links.

    Adding POLI links would reduce friction for tech services staff making the move to Leap.

    42 votes

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  7. Kitsap Regional Library wish to engage in EDI based acquisitions with this supplier

    21 votes

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  8. POLI does not link to the supplier record. Bibliographic record does not link to POLI or invoice line item unlike in the Client.

    Add functionality in LEAP to not only link from Bib to PO or Invoice but also link to line item.

    31 votes

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  9. Central Coast Library service wish to engage in EDI based acquisitions with this supplier

    1 vote

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  10. Central Coast Library service wish to engage in EDI based acquisitions with this supplier

    2 votes

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  11. In Leap Serials, the ability to select multiple issues and then click check in is needed for large libraries to use Leap Serials, exclusively. The workflow of selecting each individual issue and then clicking check in is slow and tedious.

    36 votes

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  12. When dealing with missing/damaged/canceled orders, we start at the Bib record and link over to the attached POs/Invoices. Right now in LEAP we have to start with the PO or Invoice, which we often don't know when we have the book in hand. I'd like to be able to link from the Bib Record to either Purchase Orders or Invoices or both.

    23 votes

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  13. Please add a link for the serials holding record to the bib record for serials, either under the Links menu or by displaying the serials record ID. Because the search box in Leap only retrieves bib records, often staff forget that they are looking at the bib record for a serial and so they have to perform a new search using the Find tool to get to the holding record. The only workaround I've found is to click on one of the items and then click the issue record ID, as on that workform the serials holding record ID displays…

    30 votes

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  14. 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:

    1. 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!

    2. Perform a VPAT and implement recommendations. This will uncover ways to improve overall accessibility per…

    21 votes

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  15. At the demonstration of Leap at IUG, we learned that PO line item duplicate check action is not available in Leap from the PO workform. We need to be alerted to existing items in our systems if we own them, to attach add copy orders to existing bibs. Please add this functionality.

    19 votes

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  16. Please add the ability to print workslips for purchase order line items in Leap. Right now they can only be printed in Polaris client. Our Acquisitions staff would love to be able to do everything in Leap, rather than having to switch back to the client to print workslips.

    28 votes

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  17. 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…

    20 votes

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  18. Make On Order an item status that can be bulk changed.

    Idea Value
    This would increase efficiency of staff working on acquisitions database management. Daily, we have On Order items that need to be changed to In Processing.

    34 votes

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  19. Patrons often have an item that is damaged and want to pay to have it replaced. At the moment the only choice we have is to declare the item is lost, so the patron can be charged and pay for it right then and there. The "Declare Lost" option is technically not true since they do have the item in their hands. I would like to have a choice of both "Declare Damaged" and "Declare Lost."

    Idea Value
    The option "Declare Damaged" in the case of a damaged item would be more accurate since the item is truly NOT LOST,…

    42 votes

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