75 results found
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Add Custom Data Fields to Item Records
Patron records have 5 UDFs and 10 Custom Data Fields – item records have none of these. As a result, many libraries end up doing some weird stuff with the Name of Piece and Temporary Shelf Location. This idea would add 10 or so custom item record fields that libraries can choose how they would like to use.
Ideally, fields would be capable of multiple data types including freetext, Boolean, date, or numeric. In a perfect world, it could also support a drop down list like the UDFs! The fields would also be searchable in the find tool, just like…
18 votes -
Allow bib bulk change steps to be applied to import profiles
Imagine the possibilities if we could automate the process of bulk changes to bib records as part of an import profile.
Other ILS systems offer robust manipulation of bib records upon import, but this is missing from Polaris.
By allowing bib bulk changes to be stored in templates, just like item bulk changes, we can streamline the process and save valuable time. Imagine having a set of predefined steps for importing bibs from specific sources or of certain record types. It would ensure consistency and accuracy, eliminating manual effort.
- Allow bib bulk changes to be stored in templates like item…
30 votes -
Add ability to create status codes
We would like to be able to create status codes. We have renamed some we don't use to make them useful, but that is limited. We use in-repair for multiple problems and it would be better for our staff to be more specific. For example, it is used for items with bedbug damage that will definitely be leaving us and it would be good to know that at a glance, as opposed to DVDs that need to be resurfaced and are also in-repair along with books with missing pages or water damage, etc. So, instead of just the one status,…
28 votes -
More granularity in record set access, modification, and deletion
As Polaris currently exists (v7.3 at my library), User 1 wants to share a bibliographic record set with User 2 and User 3. In order to do this, they have to change the record set's owner from User 1 to Organization 1. But this allows all members of Organization 1 with the permissions "Cataloging Record Sets: Modify" and "Cataloging Record Sets: Delete/Undelete" to make changes to that record set. Let's say that at some point down the road, User 4 sees this bib record set owned by Organization 1 and thinks they're being helpful by updating or deleting it. They…
29 votes -
Polaris 7.7/7.8 - Duplicate detection as separate action for bibs and authorities in Leap
In the client, duplicate detection for MARC records is triggered by (re)saving the record, but can also be triggered separately as an action under the Tools menu. In Leap, resaving the record is the only way to trigger the function. This means cataloguers have to do a fake edit in order to un-grey-out the save button and click past any other functions, such as MARC validation, before they can get to the matching record(s).
Having duplicate detection as a separate function (maybe under Actions or as a button in the MARC view) would save cataloguers time and extra clicking.
40 votes -
Remove records from one record set that are in another record set or in an Excel file
It's great being able to bulk-add records to a record set, but it would also be helpful to be able to bulk-remove records from a record set based on either another record set, or an Excel file.
Today in larger record sets it can be a pain to remove a medium to large amount of records. Our staff may work with 10,000+ entry record sets, and need to remove records meeting certain criteria that isn't visible in the fields when viewing a record set. This idea would give a user the flexibility to fill a separate record set based on…
31 votes -
empty a record set without opening it
I reuse a record set that often contains 10,000+ records. I'd like to be able to empty it without having to reload all the existing records.
14 votes -
In Preview > Brief > Subjects: Allow Vega libraries to link to Vega (not Power Pac)
In an Item Record's Preview, when you click on the Subjects in the Brief tab, you are sent to the Power Pac. For Vega libraries, please link out to Vega instead of the Power Pac.
11 votes -
Show branch and barcode for item-level holds in Leap
Our Cataloging staff frequently have to place item-level holds on multiple items from the same bib record when making updates to the collection. Currently in Leap, these holds display in the patron's account with only the title, format, and call number. From this information it is impossible to tell which specific items have been placed on hold. Including the barcode and the assigned branch of the item would make it easier to tell different item-level holds apart when the items all have the same title.
28 votes -
Prevent Modification Date Setting on New Bib Records
I realized recently that all our bibliographic records have the Modification Date populated, even new records. It turns out that the process of creating the record will update the Modification Date due to an aspect of the process. This doesn't seem part of the intended design, so it would make sense to correct the process to stop adding a Modification Date entry.
Idea Value
This may cause confusion for staff working with bib records, and in general it's not good from a record metadata quality perspective to have misleading modification details. It can be filtered around in queries (the modifier…19 votes -
Create Bib Record Set by uploading file of Control #s
In LEAP, please add the ability for a user to create a bibliographic record set from a file of ISBNs or Control Numbers..
Idea Value
LEAP can create item record sets using an 'add from file' option that uploads item records by barcode - and LEAP can create a patron record set by uploading a file of Patron IDs.We would like to have a similar function that allows us to create a bibliographic record set by uploading a file of ISBNs or Control Numbers.
66 votes -
Leap: MARC Import profile should select default file
In the staff client, we can set a default file for a particular import profile. When that import profile is used, the file is already selected and we don't have to search for it. We'd like this same thing in Leap, but currently aren't able to set a default file and have to search for it every time.
Idea Value
This would prevent having to search for the exact same file every time when importing. It would save time, is more efficient, and already works well in the staff client.36 votes -
Authority Deletion Functionality
The process for deleting authorities is very time intensive. The process should work like deleting item or bib records and allow for not being notified for blocking/non-blocking notes. There should also be a default for how to handle deleted authorities, flip, unlink, etc. This would make the process much easier and quicker.
Idea Value
This would be a huge time saver for staff.50 votes -
Notification when last copy goes to withdrawn
I often get requests to have a pop-up for staff when last copy, or more especially a last copy with a hold, gets put into a status like withdrawn, missing, etc. It could provide a big head's up to selectors so they could preemptively tackle.
Idea Value
This would provide better customer service. Last copies with holds that were being discarded, etc. could be more immediately addressed to order replacement, contact patron, or submit to ILL.94 votes -
Fix the Leap Bibliographic Find Tool Search to use Initial Articles like the Polaris Client
Currently in Leap there is no equivalent Bibliographic Title search to the "Exact match (implicitly truncated)" in the Polaris Client. The Leap search "Bibliographic>BasicSearch>Title>Exact ()" doesn't utilize the Initial Articles entries in the Bib record so any title search with a "The" or "A" or "An" in the title are not returned in the search results. This has caused a push back to adoption since the very real perception is that Leap has inferior search capabilities. I'm not sure why the the "Bib Exact ()" search requires staff to strip out the A, An & The initial article…
64 votesThis idea is outside of our agreed upon Idea Graduation Workflow, but because it was just raised in the most recent rount of MEEP voting, I'm going to keep it open for another cycle. Moving to "Under Review" status.
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