168 results found
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Functionality of staff changing hold pickup location on held items
Current functionality says "If the item is held at your library (the pickup branch is the same as your log-in branch), and you change the pickup branch, the hold will automatically change from Held to Shipped."
We would like this to function the same as if the item is not at your location and mark the item so it appears on the holds to transfer list. The staff will then scan the item to mark it as shipped. We have staff that work at different service points no where near our holds shelves and it would be convenient if they…
20 votes -
Purchase requets / Patron driven acquisitions
Provide a way for patrons to request materials that can become part of the holds workflow.
19 votes -
Change a 'Lost' status to 'Withdrawn' status (and eventually deleted) and still retain the bill on a patron's account
Do this by creating a record set and using 'Ad Hoc Bulk Change' or 'Bulk Change' to change the circulation status from 'Lost' to 'Withdrawn', retaining the bill and item information on the patron's account.
17 votes -
Improved SIP communication for holds
Per the Polaris support team as of September 2023, SIP2 only supports communication about holds where the associated item is in "Held" status. Holds requests in other statuses are 'invisible' to third-party services communicating with Polaris through SIP. When I brought this up, our site manager recommended putting in an enhancement request. Apparently there were some older ones on IdeaLab that have not been carried over to Idea Exchange.
I was skeptical that there would be anything Clarivate could do from within an ILS to make this change since it sounded like a SIP limitation rather than an ILS limitation,…
8 votes -
Sort By options in Leap should match those available in Staff Client ex. Popularity
Our librarians make regular use the staff client's bibliographic option to sort by "most popular" when searching by author, particularly when supporting the needs of children and families. Please provide sort by options in Leap to match those available in the staff client.
12 votes -
Improve display in Polaris client for held holds that are cancelled
We are upgrading to 7.4 soon and noticed that one of the new features (from 7.3) was the ability to cancel held holds. These seem to display really nicely in Leap (especially with the holds to action tab), but the display in the Polaris client could be improved. Currently, it seems like these cancelled holds just get added to the cancelled view which does not give any indication that the item was on the hold shelf and needs to be pulled/checked in.
I would like to see either a canned report that lists all held holds that were cancelled at…
11 votes -
Ability to digitally save patron registration card to record
We would like to be able to save a scanned copy of a patron registration card to our patron's record. Louisiana is passing a law on content restrictions that requires us to store this information as well as any signed waivers. It would be convenient to be able to scan and save this information directly to a patron's account rather than dump all the saves into a cloud storage platform.
7 votes -
Driver's License Scanning for Leap
Our Polaris Staff Client has the option to scan a patron's driver's license to autofill their registration information. It would be great for Polaris Leap to also have this feature.
9 votes -
Remove late fees
Drop late fees that have accrued once an item has been charged for replacement cost. Once an item is charged for replacement (lost or damaged) the late fees that have accrued should automatically drop instead of being added to the replacement fee.
4 votes -
Enable floating limits for collection and material type simultaneously
As a multi-branch system that floats some of our collections, we desperately need a way to set limits on the number of copies on shelf without giving up our ability to set limits on overall floating collection size. Currently in Polaris you must choose one limit or the other. Being able to spread copies throughout our system makes them more available for discovery and increases circulation.
34 votes -
Language Editor for Saved Search Results Emails
Patrons set up "saved search results" and can receive email notifications on a regular basis.
Unfortunately the language within those emails are misleading for patrons where the top of the email says "New items of interest at your library" , the middle of the message "The following saved searches returned these new results", but then at the bottom of the email the message says "this search found no new results" (See pictures). When reaching out to customer support reps, they informed us this is hard coded and cannot be changed in sysadmin or language editor.
In a future upgrade, it…
8 votes -
Have the ability to enter quantity when adding a Fee
Our staff would like the ability to add a quantity along with Amount, Item Barcode, Notes when adding a new Fee Reason to a patrons account.
3 votes -
Add electronic signature option to online registration
We are interested in going paperless and no longer using registration cards but we would still like to collect patron signatures. Can Leap/Polaris allow for electronic signature collection?
11 votes -
Take free days into account when recording check-in date in item history
Hi there! We just had a situation with a patron where several items they returned in the book drop on 6/30 were checked in today 7/5, however they were back-dated to accommodate for the days the library was closed and prevent fees from accruing. But upon viewing the history in Leap for each of those items, the check-in date displays as 7/5 and does NOT show the 5 days back-date, which would've been 6/30. This is very confusing and misleading, as our patron spoke to the owning library about the items and the owning library said 'New Milford checked those…
6 votes -
Export all ILL request from every branch location at once
Idea Value:
In Circulation Request Manager include the option to be able to export every ILL Request from every branch location at once. Libraries will benefit from having the export all ILL Requests option, being able to retrieve all ILLs at once, instead of having to select each branch individually and right-click to export each item.8 votes -
Set max limit of holds by material type
Being able to set a max limit on the number of holds by material type (or Collection) would be beneficial for items that are perpetually popular but additional copies cannot be purchased.
I.e. Museum passes - 500 bib level holds limit
this would also help to ensure hold request does not lapse due to long wait times13 votes -
Provide direct link to item record from hold request in Leap
It's currently very easy to see handling details for received INN-Reach and Item level local holds in hold shelf status from the hold request in Leap (by clicking Satisfied By). In these cases, only the item that has filled the request appears. It is NOT at all easy to get to these details for other hold shelf and hold in transit items that originated with a bib-level hold request. When clicking Satisfied By for these requests, you see all items attached to the bib record plus their activity, requiring add'l detective work to narrow down the specific copy that filled…
14 votes -
Stop Hold being Trapped that Cannot be Checked Out by Material Type Limit of Zero
I propose that if the patron limitation is zero for a material type check out then the item will not be trapped for the patron. They will stay on the top of the holds list until an item that does not have a material type of zero for that patron type is checked in and trapped. Thus making the material type check out limit of zero a true material type block.
Background:
When placing bib holds sometimes items on that bib will have different material types. These different material types will sometimes have limitations on the amount that can be…7 votes -
Improve sort and printing options for Picklist Processing
Picklist is great - unless you are a large location that needs to distribute the list among several staff and do not have devices for everyone. Currently in staff client, we can sort multiple columns - example, by Collection then by call number within collection, then hide unwanted columns, print and distribute pages among multiple staff. You can only sort 1x in Leap and then there is a lot of white space, etc. which results in paper waste. It would be great to have the ability to fine sort, hide columns and headers when printing Picklist. Without that, staff will…
33 votes -
Transitioning claims returned to Lost after a set time and adding a bill
We would like to have to option for claims returned items to automatically go to Lost after a set time and adding bill to the patron.
Idea Value
This would take out the manual process of chasing up items that have been put to claims returned/never had.11 votes
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