122 results found
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Return to full list function for delivery routes in Outreach Services Manager
When we first go to the Outreach Services Manager, we see the full list of patrons for all delivery routes. We have the option to select a single delivery route and its associated patrons; however, there does not seem to be a way to return to the full list. Our current only option is to close the OSM and start again.
It would be useful to have a "none" option at the top of the list, or to have the ability to deselect an item (without having to select another item).
1 vote -
Add Save option for Outreach Services Manager (OSM) Picklist
Please add a Save option for the full picklist so any items removed will stay removed.
When we go to Utilities > Outreach Services > Picklist, we see the full picklist for all Outreach Services (ORS) patrons. We can find a title either by scrolling through the list or using the filter to search by patron or title. We can select the title and then press "Remove from list". The full picklist displays and the selected title no longer appears on the list.
However, there isn't an option to Save here.
If we select "refresh," we receive a warning that…
1 vote -
Create a new status of lost and not paid
There should be two statuses to easily identify lost and paid vs. lost and not paid billed materials. This would help make running reports much easier and help identify the status of lost items.
4 votes -
Limit patron initiated INN-Reach holds at point of placement
Currently Polaris "Patron Loan Limits --Total Holds or Total ILL" value is not checked at point of INN-Reach webpac hold placement. This means Polaris users can place limitless INN-Reach holds which wastes staff time and courier resources. Please develop Polaris/INN-Reach connector to block further patron initiated INN-Reach holds once total holds and/or total ILL value is reached.
1 vote -
Create or add to an item record set from Leap check-in workform
Leap should include the ability to create or add to an item record from the check-in workform. Most of the functionality is already there in that items can be selected via checkboxes and all items can selected from the topmost checkbox. By adding the option to the Actions menu, circ staff could quickly roll items over into a record set for a variety of other uses.
6 votes -
Need permission to turn off Damaged Feature in Polaris 7.5
The Damaged feature in Polaris 7.5 was implemented without a permission to enable libraries to turn it off if they prefer their existing procedure. Because we can't turn it off and we have several hundred staff members, many new, all of whom do not have all our procedures memorized, some of the staff now use the Damage feature. This means that we now need a report to catch these transactions and extra staff time to undo them. To try to mitigate, we changed the string "Damaged" to "Do not use". It would be much preferred if a permission would allow…
1 vote -
Marking items during picklist processing as Located should prevent other items from being trapped to fulfill hold request
Currently, when working through Picklist processing, items can be marked as "Located". While this is useful for in-library work flow to indicate that it has been found, it doesn't do anything to prevent another member library or branch location from filling the hold request when trapped at point of check-in. This causes problems in a multi-branch or larger consortia system where there is a higher chance of popular material being checked in throughout the day.
Ideally, it would be great if marking an item as "Located" not only changed the status from the Picklist, but also prevented another item from…
7 votes -
Add ability to set a default Request Manager view to user default settings in Leap
We currently have the ability to set the default status for the 3 request manager views but it would be great to be able to set a default VIEW for request manager to open in as well. At our library, Request Manager is intensively used for receiving incoming INN-Reach requests (ILL view) and it would save time if we could make that the default view.
7 votes -
Search by Loan Period
Add the search options in Leap for Loan Period, Fine Code, Material Type and Statistical Code.
7 votes -
Account Alert Banner
Indian Trails Library has several members who own 2 properties in 2 different CCS Library areas. Several times now these member's accounts were merged due to other library staff in other libraries not looking at the member's notes. This upsets the members and is more work for library staff to recreate the other account.
It would be great if there was a red banner like the "expired" banner on a member's account that owns two properties so that when any CCS library opens the member's account the red banner will alert them that this member owns to properties in the…
4 votes -
LEAP: Allow search and results to include Statistics like year to date circs or more importantly lifetime circulation.
Having to open each item record to see the stats of each item is alot of work. It would be nice to have the ability to see the stats upon the search results and maybe as an item filter option.
8 votes -
Provide method to recover info associated with a cleared INN-Reach request
It would be great if there was a way to at least see which library an accidentally cancelled INN-Reach item was going out to. Occasionally, staff inadvertently click No to keeping an INN-Reach customer on hold for an item instead of clicking Yes. This happened today during request list clean up away from the physical item. We'd like to contact the requesting library so they can replace the hold for their customer but, with the request completely gone,we cannot access that info. In a perfect world, you could click on hold transaction in the item history and see that info,…
2 votes -
Allow greater customization of slips/receipts
Currently, receipt/slip configuration is hard-coded into Polaris system administration. Libraries are limited in what information they can add to a receipt or slip and do not have control over design elements in sys admin. Innovative does not recommend modifying the related SQL job to make changes there. It would be helpful to have greater flexibility and customization options for libraries, especially for hold and in-transit slips. For example, a library could configure in-transit slip information to match what is required by their library system's delivery service.
27 votes -
Permit cancellation on "held" items - staff only
In the 7.5 update, which introduces the ability to cancel items in "shipped" and "held" statuses, I suggest extending this cancellation privilege to staff members exclusively. When patrons cancel items that are on hold, those items are often already on the hold shelf, and the system's only notification to staff is by adding the item to the cancelled hold list.
By allowing only staff to cancel holds, they could promptly remove the item from the shelf and cancel it directly, eliminating the need for setting an expiration date or other measures to force its expiration.
3 votes -
Diplay patron charges on printed checkout receipt
Currently, a patron's current charges (for fines, etc.) can be listed on their emailed checkout receipts, but not on their printed checkout receipts. It would be very useful for patrons if the printed checkout receipts could also include this information.
5 votes -
authorized user
It would be nice if Authorized User (custom field under Attribute on patron registration) can be added to the header in Leap so staff do not have to open up(click) the patron registration to see it.
We would like for this field to be visible when staff opens the check out screen for a patron without having to open their registration screen.
4 votes -
Customize text in Item History
We would like the ability to modify the description of the Item Record History Actions when it comes to renewals. Currently, when a renewal happens in the app, it lists it as "Renewal - third party software" which confused our library staff. We were told that is the wording for anything renewed via the Polaris API, but since (for now) the only thing we have renewing that way is the app, we'd like to change the wording to say "Renewal - Mobile App" so it's clearer for staff. Since not every library would want that same change, we'd like the…
5 votes -
Integrate Tipasa and Polaris
Integrating Tipasa and Polaris to simplify staff workflow when creating temporary records and checking items in and out to requesting libraries.
3 votes -
Include Address Verification in LEAP
All libraries would benefit if LEAP used address verification check, when feature is enabled in Polaris Client on the LEAP web app.
1 vote -
Include Fulfilled Holds in the Holds History for a Bib Record
I would like to see a history of all holds on a bib record kept with the date of activation, not just those that were cancelled. I use this information to adjust how many copies of popular authors to pre-buy by looking at how many holds were placed on an author's previous released title(s) prior to release date.
3 votes
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