168 results found
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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.
11 votes -
Search by Loan Period
Add the search options in Leap for Loan Period, Fine Code, Material Type and Statistical Code.
10 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…
6 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.
54 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.
5 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.
7 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.
5 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…
6 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.
12 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.
5 votes -
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.
4 votes -
More Configuration Options For Hold Pickup Slips
We would like to be able to have more options for configuring the Hold Pickup Slip. Our current hold pickup slip is printed using an older piece of Bibliotheca RFID software that is no longer supported. The software allows us to configure the position, orientation and font size of each element on the hold slip. We are also able to select the number of characters to print for each of those elements, for example, first 3 characters of the last name, first character of the first name, etc.
8 votes -
Change default for Damaged Item Check-in
Currently the default option is to charge the patron when doing a damaged item check-in (see screenshot). We would like the default to either be changed to NOT charge the patron, or we would like to be given the option to choose the default ourselves so we can change it to what we want just for our consortium.
13 votes -
Change "None" for Pickup Areas to "Walk-in" or "Inside" or "Regular"
Currently, when a patron selects a library for a hold in the PAC and Pickup Areas are enabled, the default option is "None" which might not make as much sense to them, and they might think they have to select one of the other options (if there are any). Can "None" be changed to something more intuitive like "Walk-in" or "Inside" or "Regular"?
13 votes -
Add a note field when declaring an item damaged
We would like there to be an option to add a note when declaring an item damaged from the patron account. Currently, there is no option to do that (see screenshot).
31 votes -
Add a note field when resolving Lost item charges at Check-in
We would like there to be an option to add a note when resolving lost item charges, processing fees, and overdue fees when checking in a Lost item. Currently, if we want to add a note when waiving processing fees or overdue fees, we have to first charge the fees, then go to the patron record and waive from there after the fact, just so we can add the notes. It would be much easier if we could add the notes right on the screen that pops up (see screenshot).
15 votes -
Block patrons from placing holds in VEGA, Mobile App, PAC and Leap if patron is blocked
Having patrons blocked from placing holds if there account is blocked is greatly needed, as patrons can currently place holds through Leap, Vega, Mobile App even if they are blocked for having too many fines.
35 votes -
Limit loans on new items from a branch
I would like to be able to limit new items to be available only to a specific branch (Library at Home/ Outreach for example) but only for a specific time frame. We have this functionality for a library level, but not branch.
3 votes -
Provide warning dialog when making mass changes to holds
When you are in the Request Manager on Leap, it is possible to select multiple titles and then cancel them all at once - there is no additional confirmation.
This bulk action can be hard to undo.
It would be helpful to have a warning dialog box pop-up when staff are attempting this bulk action. Also labelling the "proceed" button as "Cancel Holds" would be helpful as an extra step to ensure that staff are taking the proper action.
9 votes
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