322 results found
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Web Admin - PAPI Key Management Permissions
With 7.1, Polaris administrative settings can now be accessed on the web, which includes PAPI Key Management. However, the PAPI keys can be accessed and changed today by anyone with the permission 'Access Administration - Allow' (which gives basic access to system admin settings).
We give some of our staff access to admin settings, for activities like adding workstations and updating branch hours. As it stands these users can access and change the API settings through web-admin, but they should be secured so only systems administrators have access. This will be barrier for us sharing web-admin with our staff in…
10 votes -
Select multiple branches more easily in LEAP find tool.
In the Find Tool, allow users to filter by a library organization's branches by selecting a library 'quick pick' option. This would eliminate the need for a system used by multiple libraries to click each branch associated with their organization.
Idea Value
In the Find Tool, in order to filter a search for an item with an assigned branch within our library organization, we are required to select the checkbox next to each branch from the drop-down menu. We have over 20 branches, which makes the filter cumbersome. We would like to be able to select all of our branches…42 votes -
Prevent Modification Date Setting on New Bib Records
I realized recently that all our bibliographic records have the Modification Date populated, even new records. It turns out that the process of creating the record will update the Modification Date due to an aspect of the process. This doesn't seem part of the intended design, so it would make sense to correct the process to stop adding a Modification Date entry.
Idea Value
This may cause confusion for staff working with bib records, and in general it's not good from a record metadata quality perspective to have misleading modification details. It can be filtered around in queries (the modifier…19 votes -
Ability to place holds on all items in a record set
From time to time, we have need to place all items on a record set on hold to call them in for a specific purpose. It would be great to have the ability to select all or some items within a record set and click a place hold button and then have the option to move the request for each of these items to the top of queue.
Idea Value
This would make functions so much faster and easier. For example, right now, I need to place item level holds on a couple dozen checked out items to inspect them…93 votes -
Leap Check Out Button Label Receipt and add Button to Close without Receipt
In Leap relabel the current submit Close button to Receipt. Add an additional button next to it called Close that that would close the record check out the material but would not generate a paper receipt print dialog box etc.
Idea Value
This would save paper for those libraries that have suppressed the print dialog box in their browsers for Leap and patrons that did not want a paper receipt.36 votes -
Stats page-Add more stats in Bib records to aide collection management; regaining functionality of the Preview window from desktop client.
Provide aggregate circulation data and status by branch and item record. Previously this information was available on the Preview screen of the desktop client. Desired information by branch: Number of items, Number of holds, Year-to-date circulation, Previous year-to-date circulation, Lifetime circulation, Year-to-date in-house use, Previous year-to-date in-house use, Lifetime in-house use. Desired information by item: Assigned Branch, Collection, First available date, Year-to-date circulation, Previous year-to-date circulation, Lifetime circulation, Year-to-date in-house use, Previous year-to-date in-house use, Lifetime in-house use, Shelf location, Volume information, Current Circulation Status, Barcode, Last activity Date. This information should be sortable by any field.
Idea Value
These…22 votes -
Improve Student/Patron Import
The Problem
At best, the method and workflow used to bulk import patrons into Polaris (often referred to as student import) is archaic. The Polaris documentation for this process, Importing Student Records as Patron Records, is 19 pages long and seven of those pages are definitions and descriptions for the format of a pipe delimited file. This file contains 65 separate columns, all of which must be included in the file even if they contain no information. The documentation defines at least three columns that you should not populate… so why are they there? You can obtain a sample Excel…
47 votes -
Create Bib Record Set by uploading file of Control #s
In LEAP, please add the ability for a user to create a bibliographic record set from a file of ISBNs or Control Numbers..
Idea Value
LEAP can create item record sets using an 'add from file' option that uploads item records by barcode - and LEAP can create a patron record set by uploading a file of Patron IDs.We would like to have a similar function that allows us to create a bibliographic record set by uploading a file of ISBNs or Control Numbers.
55 votes -
More Hold Routing Sequences
Add more (optional) Holds Request to Fill Routing Sequence tables.
Idea Value
As libraries work together more and more in order to provide the best possible services, it's important that Polaris provide needed flexibility in holds routing. This is especially important for consortia (many of which are growing as independent libraries experience budget crunches and are looking for efficiencies). The current primary/secondary RTF and different grouping options are good, but insufficient as material delivery challenges make moving holds across libraries more costly/difficult (especially if there are large areas involved).24 votes -
Leap: MARC Import profile should select default file
In the staff client, we can set a default file for a particular import profile. When that import profile is used, the file is already selected and we don't have to search for it. We'd like this same thing in Leap, but currently aren't able to set a default file and have to search for it every time.
Idea Value
This would prevent having to search for the exact same file every time when importing. It would save time, is more efficient, and already works well in the staff client.34 votes -
OPAC: Change password request should notify patron and update modification date in patron registration.
Currently, when a patron changes their password via the OPAC (change logon > change password), no notification is made to the customer nor is the modification date in the patron registration record updated.
I would like to see an email/SMS notification be issued to the customer when a password is changed via this method as well as have the modification date updated.
Idea Value
These updates would provide better security for the library customer by communicating a system change that they may or may not have made themselves.These updates would also make it easier for library staff to investigate…
21 votes -
Have the ability to use the ENTER key to close a check out in Leap
In Polaris staff have the ability to tap ENTER to close a check out. In Leap, staff must select COMPLETE with the mouse to close the transaction.
Idea Value
Polaris users have become acustomed to using ENTER to finish a check out so having to select COMPLETE is awkward and takes extra steps involving the mouse.50 votes -
Authority Deletion Functionality
The process for deleting authorities is very time intensive. The process should work like deleting item or bib records and allow for not being notified for blocking/non-blocking notes. There should also be a default for how to handle deleted authorities, flip, unlink, etc. This would make the process much easier and quicker.
Idea Value
This would be a huge time saver for staff.48 votes -
Notification when last copy goes to withdrawn
I often get requests to have a pop-up for staff when last copy, or more especially a last copy with a hold, gets put into a status like withdrawn, missing, etc. It could provide a big head's up to selectors so they could preemptively tackle.
Idea Value
This would provide better customer service. Last copies with holds that were being discarded, etc. could be more immediately addressed to order replacement, contact patron, or submit to ILL.85 votes -
Improve Report Downloads From SimplyReports
SimplyReports offers only one format when downloading the results of a report, and that is a questionably formatted xls file that always throws a warning when opening in Microsoft Excel. Microsoft left the xls format behind almost 15 years ago when they launched the xlsx format in Excel 2007. My idea is not only to update the downloadable report format to xlsx, but add reporting formats now common in data handling and processing:Update xls and replace it with xlsxAdd export to OpenDocument Spreadsheet (.ods)Add export to CSVAdd export to JSONAdd export to PDF
Additionally, it'd be an excellent update to…
66 votes -
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.28 votes -
Add "Days Past First Available" to Item Bulk Change Options
The item hold setting option, "Days Past First Available," was added in Polaris 6.4. This hold setting is not currently included in item bulk change options and should be added in.
Idea Value
Libraries who want to begin using this feature cannot currently bulk change existing items to use this setting (or, if already using, change the existing value). All other item hold setting options can be bulk changed. For parity, the "days past first available" should be added as a bulk change option as well.26 votes -
Allow Administration to manage personal (owner) record sets.
Record sets that are owned by staff remain in the system forever if those owners don't clean them up. We would like Administrators to have co-ownership of those sets.
Idea Value
Administrators can maintain and clean up orphaned record sets.60 votes -
Fix the Leap Bibliographic Find Tool Search to use Initial Articles like the Polaris Client
Currently in Leap there is no equivalent Bibliographic Title search to the "Exact match (implicitly truncated)" in the Polaris Client. The Leap search "Bibliographic>BasicSearch>Title>Exact ()" doesn't utilize the Initial Articles entries in the Bib record so any title search with a "The" or "A" or "An" in the title are not returned in the search results. This has caused a push back to adoption since the very real perception is that Leap has inferior search capabilities. I'm not sure why the the "Bib Exact ()" search requires staff to strip out the A, An & The initial article…
53 votesThis idea is outside of our agreed upon Idea Graduation Workflow, but because it was just raised in the most recent rount of MEEP voting, I'm going to keep it open for another cycle. Moving to "Under Review" status.
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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…47 votes
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