125 results found
-
Staff Client: Icon/Button to Email List of Items Checked Out
Adding a icon/button within the Patron Status "Items Out" view which would send an email to the email address on file for the patron which lists all items currently checked out and their due date.
Idea Value
There is already a print icon/button on the Patron Status "Items Out" view which can be used to print the list of items out and their due date. Adding an email icon/button would allow patrons to receive this list easily via email when they come to the desk and ask staff for a list of the items checked out.27 votes -
Store item due date in the check-in transaction
This might be a little specific, but I am proposing that the item due date should be stored as part of the check-in transaction in the Transactions Database in SQL.
Idea Value
This seems like a relatively small change to the SQL tables, but it would allow some information to be more easily gathered. For instance, I recently received a question where I was trying to determine if there's any trend in what triggers the return of overdue material (e.g. first/second notice, the bill, or collections). If the due date was included in the check-in transaction, I think I would…17 votes -
Custom Hold Pickup Durations Based Upon Material Type
We'd like to have the ability to change hold pickup duration based on material type. Many libraries are now offering Library-of-Things types of collections, as are several of ours. And they'd like to make it so you could put a hold on a LoT item, but you need to come get it in 24 hours, or 48 hours. Not in seven days or five days as set by an overarching system parameter that governs all the holds.
We already have material type specific parameters for fine codes and loan periods. The inability to adjust hold related parameters seems like a…
33 votes -
Option to prevent same-day renewals
Optionally prevent renewals from going through the same day an item is checked out (applied to items with loan periods of more than 1 day).
Idea Value
Increasingly libraries are using self-checkouts and RFID circulation stations. Both patrons and staff members can unintentionally rescan items that have just been checked out, using up one or more renewal, just by having the items too near the scanner pad. This would prevent accidents that use up available renewals and lead to confused patrons and staff!42 votes -
Patron Preferred Pronouns (Polaris)
We would like an optional field in the patron record for preferred pronouns. This field should be available at the top of all patron registration views near Last name, First name, Title etc. It should be available to display on the Patron Status and Check-out screens via System Administration under Parameters, Patron Services, Check-out: Optional patron data. We would also like to be able to display it on phone notices, but not mailers.
Idea Value
As our libraries strive to be more inclusive, we would like a way to record the patron's preference other than using a note field which…41 votes -
Automatically check in items that don't need to be returned
We circulate culture passes (e.g. admission to local museums, the zoo, etc.) that don't need to be returned. I've created some queries to easily identify the items that are due so that staff can check them in. It would be nice to have a setting that would automatically check the items in on their due date so that manual steps don't need to happen. We check the items out for statistical purposes and because we want to limit how many passes are checked out to a patron at a given time.
Idea Value
This enhancement would benefit circulation staff who…28 votes -
Allow method to add a message and web links to the LEAP 6.7+ Login page
With the change from ASPX to JSON in Leap 6.7 there is no longer any way to add a message or links to the Leap Login page. Previously we would add links to our ADSelfService so Users could update their expired AD password or unlock their account. It would also be nice to be able to post a message if there are planned events that Users might need to know.
Idea Value
This would return/restore the flexibility we had prior to the 6.7 Leap upgrade.2 votes -
Provide a way to check out/in items to a patron through the Polaris API
Ability to check out items to patrons; check in items
The Polaris API does not provide methods for checking out (issuing/charging) items to patrons.
It also doesn't provide methods to check in (return/discharge) items after being returned to the library.
Requested improvement:provide a way to check out an item to a patron through the Polaris APIprovide a way to check in an item through the Polaris API
Idea Value
This would allow libraries to interface with 3rd party apps which provide check out and check in functionality. These types of services are more relevant than ever now that libraries are…29 votes -
Add Library Level to Hold Pickup Limit
Currently, a library may limit an item to be holdable for pickup at a single branch location. This setting allows the item to be limited to pick up at the item's assigned branch only. While this feature may work for single-branch libraries, it does not function in a practical way for multi-branch libraries. Expanding this feature to have a library-level option would increase the usability of this setting.
Example 1: Library A has 3 branches. They want to make their mobile hotspots holdable for pickup at any of their 3 branches. They do not want their hotspots to be placed…
28 votes -
Transitioning Claim Returned and Claim Never Had
We would like Polaris to transition items with a Circulation Status of Claim Returned and Claim Never Had to Withdrawn after a specified number of days. We envision this working like Lost Item Transition and the Missing Item Transition.
Idea Value
Adding this feature would allow a library to automatically remove items from patron view and allow for a more streamline process for deleting item records.34 votes -
Advanced Search in Leap
When our library switched to Polaris a couple of years ago - we were baffled enough by the absence of a standard advanced search, to add it ourselves. You can find the idea demonstrated in the below or attached clip.
There was no formal push for this option, but it was quickly adopted by most of our staff through word of mouth. Which I took as evidence that the current search was a common source of frustration.
Idea Value
An advanced search allows for quickly scoped searches, in a standard format that most library staff will be familiar with…21 votes -
Better Handling of "Display" Items
: In its current configuration, a "display" shelf location can be used to indicate an item has been placed on display. However, changing this shelf location is a semi-permanent change and when the display comes down staff must change the location codes, either manually or through a record set, to the original location. Because displays are often very popular, this often results in items being checked out and returned. Without markings on the books that indicate they're on a temporary display, these items are often reshelved in their original location while their Polaris record indicates they're still on display, hindering…
99 votes -
Make filter sticky when searching Leap
When searching in Leap, any applied filters are automatically discarded when the search box is closed. It would be beneficial to have the option to make filters stick from search to search. A good example is in the case of consortia - it would be extremely helpful if the patron assigned library filter would stick so staff would always begin an initial search for patrons with their library filter in place.
Idea Value
Time savings would be gained if staff did not have to select a specific filter each time a search was conducted - such as selecting the patron…58 votes -
Ability to set a specific time delay prior to calling patrons for holds using Polaris Telephony
Currently, outbound Telephony places a call to patrons that a hold is available almost instantaneously after the item has been checked in and moved to a Held status. For some of our larger libraries, the checked in material may not be available for pickup for 2-3 hours - but they have patrons who are coming to the desk expecting to be able to pick up their item right away because they received that instantaneous call. (sometimes the patrons are in the building, get the call, and simply walk downstairs to the hold shelves)
It would help avoid stress for staff…
27 votes -
Patron expiration date to match patron code
We have different time frames for different patron codes. For example a regular adult or child card is two years. We have others, such as a visitor card that is three months and several others. We would like the system to automatically adjust the expiration date to a pre-determined time frame set for each code.
Idea Value
Fewer mistakes made by staff. They often forget to adjust the expiration date for patron codes that vary from our default. Like many things, it's a 'training issue' and we try our best but with the size and turnover mistakes are made. This…58 votes -
Remember scroll position when working with record sets in Leap
When using Leap on an iPad, if you select a record to view and then close it you are sent back to the beginning of the list. It would be an improvement to be able to go right back to where you selected the item record.
Idea Value
This would save a lot of time scrolling back to the exact place you were before you opened a record.31 votes -
Show allowable renewals as zero if the item has a block or hold
Show that there are no available renewals on an item if the item is blocked or has a hold.
Idea Value
This will reduce the confusion that patrons have when checking their accounts for available renewals. It will show that the item is not renewable and must be brought back.42 votes -
Ability to delete notification options
Ability to delete unused notification options (e.g., Mailing Address, Fax) so they can't be selected during patron registration.
Idea Value
Will save staff time cleaning up unused notification options.35 votes -
Reserve in advance - Book Club Kits or Library of Things
Add an option based on material type that allows the customer to reserve an item for a certain time frame. For example, if the item type is book club kit, they can reserve a title in June for a meeting in October. For greater flexibility, we'd like to control how far in advance they can book the item based on material type. We'd be interested in using this for book club kits, laptops, and other types of kits that we have or might add.
Idea Value
As more libraries are adding non-traditional materials such as tools, cake pans, and sewing…42 votes -
Add required field in Patron Registration
In Admin > Parameters > Patron Services > Patron registration options > Required Fields tab only five fields are listed - Address, Birth date, Gender, Password, and Statistical class. We would like to require that Notification Option be filled in before the record is saved. There may be fields that other libraries would like to make required, such as Phone.
Idea Value
The patron's notification preference should always be selected before an account is created. There must be a way for the patron to receive library notices for holds, reminders, overdues, and bills.28 votes
- Don't see your idea?