234 results found
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Picklist Pending Not Found Option
Enhancement Request: Add the ability to mark a Picklist Pending item as “Not Found” while keeping the item in a pending status.
Current Challenge:
When staff are unable to locate an item on the Picklist Pending report, there is no way to indicate that a search was completed and the item was not found. As a result, staff cannot easily communicate to follow-up staff that the item requires a second search.While the Ask Later feature exists, it is not an effective solution for this scenario because it removes the item from the local Picklist Pending list and places it…
3 votes -
Mailed Notices and Long Overdue Items
We just were made aware that for patrons who are set up to receive mailed notices, that long overdue items are not automatically marked as Lost as other items are- they will only be marked as Lost and charged to the patron AFTER you run the Billing Notices. This is not something we were ever made aware of and only were told when we happened to notice a patron had items with a due date in 2024 on their account. This feels ridiculous and like an unnecessary step in an otherwise automated process. My library does not mail out billing…
2 votes -
Bulk Check-in: add select from record set
When doing bulk check-in, rather than importing a file that has probably been exported from a record set, it would be much faster and easier to have the option to simply select an item record set and have the items it contains checked in.
2 votes -
Combined Notes and Dated Notes into one tab
Hi there,
When both Notes and Dated Notes are enabled, please just display them under one tab. It's tedious to have to check both tabs (notes for legacy notes, dated notes for new ones). It'd be better to be able to see all notes in one place.
Thanks!
6 votes -
Cap on Claims Returns by Material Type and Patron Code
Library's will benefit by being able to restrict patrons who reached specific number limit of a material type claim returns/never had from being able to borrow additional material type of the same type.
3 votes -
Edit Dated Notes
Would love the ability to be able to edit dated notes so that information can be updated instead of building up a long list of notes on a patron's account.
5 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…
12 votes -
Show Cover Images in Search Results of Leap
Library staff would like to see cover images in the search results of the Find tool of Leap when they are looking to place holds for a patron. They can see the cover image if they go into the bib record, but not in the search results page (which is just a list).
8 votes -
link to specific copy to fill hold
There have been many times when we've needed to know which specific copy(barcode) is in transit to fill a hold. Currently the only option seems to be going thru each item record to see which is attached to the customer record. Very annoying and time consuming. Perhaps on the Holds Queue screen could include a column (Item Assigned) to list the barcode filling the hold when a hold has been trapped. Or on the Hold Request screen, on the Satisfied By menu a indicator of which item is being used for that hold. Or both.
2 votes -
Allow more control over registration options in PowerPAC
PATRON REGISTRATION – LEAP & PAC, control over menu option displays
Allow control over what options show for Notices Address, Notification Option, and Text Messaging Phone on Leap and through Patron Registration via the PAC. Being able to remove menu items that don’t apply would solve notice issues. The drop down menus that list None and other non-system options create notification issues that could be avoided with control over these settings.1 vote -
Separate permission for offline upload (Bookmobile) and patron import in Leap
Our consortium still uses the Polaris staff client for a couple of functions - primarily for offline circulation during upgrades and emergency outages (loss of internet or urgent server maintenance). For this reason, most senior circulation staff have to have the "Access patron import" permission as that controls access to the Bookmobile offline upload process. But we don't want all senior circulation staff to have the ability to import patron records - we want that to be limited to a very small group of staff who have been cleared to handle student data files (and have the approved secure file…
3 votes -
Have the Physical Condition information pop up when checking in and out items
Currently, item condition information is put in the Free Text Block. However, that information can be overwritten (and lost) if the item becomes part of a record set that is universally updated. As it's important to know item condition issues, it would be great if the Physical Condition block could be a pop-up when it includes information.
13 votes -
Suppress RFID dialog during slip printing.
QZ Direct to Print has helped streamline slip printing in Leap but one annoying dialog we didn't have to deal with in the staff client remains. During an RFID operation, if Leap is asked to print a receipt, RFID processing is paused (suspended) to allow the receipt to be printed. A pop up message appears to allow the user to continue RFID processing of any remaining items once the receipt is printed. There is currently no way to suppress this message.
6 votes -
Add support for Preferred Borrowers that applies to checkouts as well as holds
In larger consortia, it's very impractical to have granular patron codes per library or branch. Our resident patron codes are shared by all the libraries, but this creates some problems for certain materials that libraries can't reasonably share. The Preferred Borrower hold limit can help with this, but it puts the control of circulating restricted materials on the staff. If a Preferred Borrower setting could apply to checkout of certain materials the way holds can be limited with Preferred Borrower settings, staff would not have to struggle with overrides or demanding patrons from the next town over.
2 votes -
Append Hold Pickup Slip to Hold Slip
There are already some other ideas/requests for additional Hold Slip configurations and, while I fully support any additional receipt configuration, they're scope is pretty broad. Meanwhile, this is a pretty specific idea/request that I would hope could be implemented easily. The subject pretty much says it all, but we would like the ability to append the Hold Pickup Slip to the Hold Slip. Currently, it is only possible to append the Hold Pickup Slip to the Hold Call Slip (not a particularly distinct name...) which prints ALL of the patron's available holds. This can result in some VERY long receipts…
2 votes -
Search Timeout setting for Leap Find Tool
Currently, the Find Tool in the client allows us to adjust the search timeout period. We would also like to be able to adjust this setting when searching in Leap.
For example, recently I wanted to put together a record set of items with subject heading "bicycles" (about 500 titles in total). This search took about 45 seconds to run in the Find tool, so I was not able to make the record set in Leap - I had to run the query in the client. As we move towards using Leap exclusively, this is a gap that would need…
4 votes -
Have patron emails say clearly if an item was not autorenewed
Patrons are confused by items that don't autorenew. The receipt lists the items out, the due dates, and the "potential" renewals. But if an item doesn't autorenew the patron doesn't realize it. It's causing patrons to accrue fines because they assume their items have autorenewed. It would be lovely if the email could list items that were autorenewed, items that were NOT autorenewed, then other items checked out.
14 votes -
Conditional Required State for Fields on Registration
We would like to be able to control whether or not a given field is required on registration based on the patron code selected. For example, we have a "No Permanent Address" patron code where ideally, address would not be required when that is selected. Or, we use one of our User Defined Fields for Parent/Guardian Information, which we would love to make required when a patron code indicating a minor is selected.
6 votes -
Autogenerate PINs for patron record creation
We would like Polaris Leap to generate a default password/PIN for new patron records that can be turned on or off. We would prefer if one of the options for default passwords/PINs be 6-digit birthdate MMDDYY. Patrons can update their password/PIN in Vega if they want to. It would also be great if resetting the password/PIN resets it to the default.
5 votes -
Non-blocking Note limit Increase
We have recently been coming up against an error when adding additional notes to the Non-blocking notes field. There is a current character limit of 4,000 characters that's not noted anywhere I could find on the help section. Can this character limit be updated, as there are many instances where notes need to be kept for historical purposes?
4 votes
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