387 results found
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Align Item Editing and Manage Item Dialogs Permissions
Item editing permission organizations are based on the Owning Branch of an item. However, permissions for item editing through the checkout page ('Manage Item Dialogs') are based on the item's Assigned Branch (as well as the check-in branch matching the assigned branch).
We think it makes sense for both these permissions to be aligned to the Owning Branch, otherwise it can leave room for inappropriate changes. For instance, in our consortia some items are owned by one library but lent to others (assigned to their libraries), and this gap has led to item changes by staff that shouldn't have had…
14 votes -
Update Block in PAC/SIP to include fine limits
Currently, when the If patron is blocked: Block in PAC/SIP option under the Staff Client and PAC tab of the Hold Options parameter is enabled, patrons are only blocked from placing a request if they exceed the hold limits for their Patron Code.
We would like for this blocking to also include the 2nd level fine amount, similar to how their request would be blocked in the staff client/Leap when the Block in Staff Client option is enabled.
9 votes -
Add Rapid Receipt to Leap
Currently, there is only one way to receive and invoice orders in Leap. This workflow consists of receiving the line item from the purchase order and copying it to the invoice. In the Client, staff have the option to use a more efficient process called Rapid Receipt. Rapid Receipt allows line items to be received and copied to the invoice at the same time. In our consortia, a significant amount of libraries use Rapid Receipt. They are concerned that it has not been added to Leap yet. Since Rapid Receipt is available in the Client, the same functionality should be…
30 votes -
Display OverDrive Advantage holds count vs consortium holds
We are part of a state-wide consortium and the holds count for titles in PowerPAC displays total number of holds for the consortium, making it look like a very long wait for a popular title. If we have purchased Advantage copies of this title, we would like the Advantage holds to display to patrons instead of consortium-wide holds.
As an example: With the release of the Christopher Nolan movie "Oppenheimer", everyone was interested in the book that it's based on, American Prometheus. When we searched for "American Prometheus" in PowerPAC, we saw that there were 452 holds on only 10…
11 votes -
Leap auto-formatting in date and postal code fields
The patron birthdate field and postal code field both require correct formatting to save the record. If would be helpful to staff if Leap could have auto-formatting (as many web forms do), e.g. insert the dashes in the birthdate (yyyy-mm-dd) and capitalize and insert the space in the postal code (A1A 1A1).
Adding the calendar date picker back for the birthdate field would also be great, assuming that the issues it used to cause could be resolved.
22 votes -
Change How Deleted Record Sets are Presented in Linked Records
Today if a record set is deleted it's still visible in the list of record sets a specific record is a part of (either on the Record Sets tab in Leap, or list of Linked Record Sets in the client). However there's no clear indicator that it's a deleted record set, which can cause confusion for staff. It would be helpful if the Record Status column was visible, and if there was an option to not display deleted record sets (ideally the setting could be applied at various organizational levels). Both these options would allow more clarity and control for…
18 votes -
A note field that pops up at check out and check in
We need a note field in the item record that pops up as a warning box at check out and check in for notes that staff and patron may need to act on before checking out and in. Notes such as "Patron needs to sign a hold harmless form." Or the price of this piece of the kit is $250.00. Or "Item must be returned to this library." Staff should be able to close the window once they have read it.
17 votes -
Improvements to 7.4 Item Language Field
Currently, the new 7.4 item language field is using the same Languages table used in patron registration. For patron records, the language preference field displays in their account in PowerPAC. Patrons use this field to select their preferred notification language.
If a library wants to add a new language to the Languages table, it will be added as an option for both item records and patron accounts. This is problematic, because many libraries purchase materials in far more languages than they offer notices in. If a library adds additional language options to this table, they risk that patrons will select…
30 votes -
Separate Billing Interval for Different Material Types
There is currently only one setting that determines how long an item needs to be overdue before it reaches billed status and charges the patron for the cost of the item.
We would like to have different types of material reach billed status at shorter intervals. For example, we would like for a device that checks out for 4 hours to be billed on the patron record after 1 day, rather than the 63 day interval that we use for standard material. Similarly, we would like our hotspots to become billed after they have been overdue for 3 days.
12 votes -
Enter manual patron notifications (esp calls) into the Notifications History
Calls to a patron to notify them of books on hold can't be added to Polaris.
It would be especially helpful if we could manually add notifications (even if we manually email a patron) and the appropriate reason/time into the notifications history. I've seen a "dated notes" suggestion here but don't feel these are the same.
8 votes -
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…
17 votes -
Purchase requets / Patron driven acquisitions
Provide a way for patrons to request materials that can become part of the holds workflow.
16 votes -
Auto-populate the Until field with the date in the Dates Closed field when adding a new date to the Dates Closed table
Currently, when staff update their library's Dates Closed table for a single date in the future they are required to select/enter the same date in both the Dates Closed and the Until fields.
While it is just a couple additional clicks, having the Until field auto-populate with the same date that staff have selected/entered in the Date Closed field would improve the end user experience when they are entering a number of single dates at once.
6 votes -
Utilities - Reports and Notices in the staff client need to be available in Leap
We have a number of custom reports in the Polaris Staff Client that need to be accessible to our Circulation Staff in Leap. Ideally all Polaris canned reports should also be available to all staff in Leap. One custom report we use is for patrons who don't have an email address. Their notification option is set to mailing address. However, if they have a hold we call them instead of sending the hold notice by mail. The custom report is a quick way to find the patrons that we need to call. Staff have to have access to both Polaris…
26 votesJust to set expectations, our strategy at this time is for users to access reports through the SSRS portal. As Eleanor mentioned in her comment, we are adding customizable menu options to Leap in 7.5 with the intent that they be used to link users to the reporting interface.
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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.
16 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,…
7 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 -
Password Reset PAPI Call
Currently we have to send patrons from our websites to the PAC if they need to reset their passwords. It would be great if there was an API call for this, as it's disruptive to the patron experience to have to send them to another site.
The suggested functionality would reflect the PAC experience: once they enter a barcode, a password reset email would be sent to the email address on the account.
16 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…
10 votes -
Send out account expiration reminders as part of the eContent integration.
There can be accounts that are expired and are still able to check out ebooks. Expired accounts are no longer valid and should be blocking at least in the integration function between the ebook vendor and Polaris.
If this isn't possible, can the checkout action trigger an email notice to the customer to have their library account renewed or reviewed.
This should happen each day an integrated eContent transaction occurs.
Keeping the account up to date will prevent the account from being closed or purged.5 votes
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