645 results found
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Merge patron function should also create a new Dated Note
When merging patron records, the system currently appends merge details to the Non-Blocking Notes section. However, with the introduction of Dated Notes and the ability to hide Non-Blocking Notes, this information can be lost depending on system settings.
We would like to see one of the following options implemented:Allow administrators to choose where the system writes merge notes.
Have the system automatically write merge notes to both note types (Non-Blocking and Dated Notes).
4 votes -
ability to select and delete multiple records in FIND Tool results
Staff client allows you to delete a record and record sets from a set of search results, however, Leap requires clicking into each record, then clicking Actions and then clicking delete (or putting them all in a record set). Right now I'm cleaning up some old record sets. If I were doing this in the client, I have the ability to select multiple record sets within my results list and then right click to delete them in bulk. This would be a game changer in Leap.
6 votes -
Improve hold position for consortium sites
Could the hold position be refined so that a patron from Library A can see their position in line specifically for their home library’s copies? Leap already supports this—when the holds queue is filtered by the patron’s library, it correctly shows the local position.
For example, The Correspondent currently has 426 holds across the consortium. When I place a hold, Vega shows my position as No. 427 (see screenshot 1). However, my home library has several copies, and in Leap my local position is No. 11 (see screenshot 2).
It would be much clearer for patrons if Vega displayed their…
3 votes -
Grouped Bibs
Since moving to Vega Discover, we are finding that we are having some issues there with holds queues due to the rolled up records (I've posted an idea over there too), but it's also exacerbated by the way records show in Leap.
Ultimately, it would be great if bibs rolled up in Leap in a similar way to Discover. Not the different formats per say, but if there is a softcover, hardcover, deluxe, and reissue of a book, it would be nice to be able to see those all together to determine circ stats for them in a combined view,…
8 votes -
Block Renewals for certain periods after checkout
We would like the ability to block renewals for a few days after checkout (or longer). Right now, we're seeing a lot of accidental renewals of items at checkout due to an item being too near an RFID pad or someone double scanning a checkout because they aren't sure if it scanned. In a previous system, we were able to block renewals by a couple days, so this didn't happen.
9 votes -
Last Circ Date in Item Record that is currently checked out
The Circ Date in the item record workform (Circulation tab) is confusing. When an item is currently checked out, the circ date shows the date of the current checkout rather than the previous patron’s checkout date. This is confusing because it appears under “Last Use,” alongside the last borrower and branch information (see attached photo). It would be clearer if this field were labeled more explicitly or moved to a different area, perhaps below the Current Borrower (see attached mock-up).
4 votes -
Auto delete dated notes
We would like the ability to set a date parameter to auto delete dated notes. Our retention policy is to not keep any notes on a patron older than 5 years. Currently our staff need to manually look through all patrons with notes and delete the old ones. Now with dated notes we would like it to do this process for us possibly with an overnight process.
Bonus if it can also avoid dated notes that might be flagged in a way to not delete.
4 votes -
Flag a dated note to float to top
We would like to set a dated note to auto float to the top. In the old notes we always put important notes on top so that it catches a staff members eyes quicker than reading through all the notes. We would also like to flag it in a way that indicates it shouldn't be deleted.
Examples:
We note accounts to indicate someone is a current employee or former employee with staff privileges.We note to not waive fines on patrons that we have had a lot of issues with. No one needs to read through all of their notes…
4 votes -
Alert of Dated Notes
We would like an alert to let us know when a patron has a dated note similar to the old Notes section. Even if it could flag the same NOTES word.
Trying to transition to using dated notes only but we need our circ staff to be aware there are notes to view rather than them going to that section for every patron to see if there are any.
5 votes -
Hide/Supress Material Type and/or Circulation Status in staff view
There are times when Material Types and Circulation Statuses are not used by either the entire system or specific libraries. This can cause staff errors and general confusion when there are options available that are outside of the libraries workflow. We would love to see SA options that would be able to hide/suppress both Material Types and Circulation Statuses in the staff client/Leap.
4 votes -
Ability to bulk move a patron's existing notes data over to the Dated Notes and disable the old Notes section.
Love the new Dated Notes section with the 8.0 upgrade, however, we would like to be able to bulk move the existing non-blocking and blocking notes to the new Dated Notes fields and then disable the old Notes section.
I know the non-blocking notes can be suppressed to not appear at checkout, but I'm referring to disabling all blocking and nonblocking notes allowing staff to only use the new Dated Notes section.
I think it will cause confusion for member library staff to have both Notes sections enabled and nearly impossible to get them all to agree to use one…
7 votes -
Record reason for discarding items
We would like to put in a reason for discarding items. Records are being challenged in court and they want reasons for weeding each item.
2 votes -
POLI ISBN search via remote databases in LEAP
When manually entering POs and POLIs in Leap, I want to be able to do an ISBN search via remote databases to pull in an on-order MARC as I do in the client.
6 votes -
Free Text Option in Leap MARC Editor
Add an optional free-text MARC editing mode to the Leap MARC editor that allows professional catalogers to directly edit bibliographic fields as plain text. Ideally, this would be toggleable at the record level, allowing staff to switch between the formatted MARC view and freetext view as needed.
Leap's current MARC editor is great for copy cataloging, minimal edits, or non-professional staff. However, full-time professional catalogers are often frustrated by the inability to update multiple field at once, paste long blocks of MARC data or navigate through tags using the keyboard. For this type of workflow, Leap's editor is signficantly slower…
33 votes -
Registration renewal option to add a renewal period on top of the existing expiration date
We have paid non-resident fees which get used for unique patron codes which last 1 year. If a customer is renewing their registration early, we give them a year from their expiration date so that they are not losing any of the time that they previously paid for. Perhaps a checkbox in the renewal dialog box to indicate that this is what we want to do, but also an option to have this automatically toggled for certain patron codes and an option to suppress its use when an account is fully expired.
3 votes -
Option to apply Registration fee waivers to transacting branch
Currently if a registration fee is charged or waived, it is applied to the patron's registered branch. I would like the option to have those listed under the transacting branch. For us this helps with accountability when running waive reports for cash reconciliation.
2 votes -
Print view of just items out from Leap patron account without header
In Leap, staff would like to be able to print a list of a patron's items out without printing the whole screen including the header with the patron's account information - similar to the print function available in the items out view of the Patron Status window in the Staff Client. Use case: a patron is checking out some items but has other items at home and wants a list of all their out items with due dates printed on the receipt paper from the desk.
13 votes -
Using Shift + Click for holds
Staff would love to be able the ability to use Shift + Click to select a range of hold requests in the Leap Patron record Holds view. This is an option in the Items out view (as well as in the Find tool and record sets) and it would be great it this could also be added into the patron Holds view.
4 votes -
Patron notifications for holds that become unavailable
Issue
When a patron places an item-level hold and the item’s status is later changed to Missing, Lost, or another status that renders the item unfillable, the patron is not notified of this change. The hold remains in place without any communication, leaving the patron unaware that the request can no longer be fulfilled. This also happens with bib-level holds when the last available item linked to the record goes to a status like Missing or Unavailable.Requested Enhancement
When a hold becomes unfillable due to a status change (e.g., Missing, Lost, Withdrawn, etc.), Polaris should automatically notify the patron…
8 votes -
Granular notice preferences
We recently had a patron complain about receiving 2nd hold notices and hold cancellation notices. Is it be possible to add these notices under "exclude from notices and reminders" in the patron account?
4 votes
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