46 results found
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Rephrase verbiage when not all items are unholdable
Please change the wording for the pop-up message when there are holdable and non-holdable items on the same bib record. It's confusing for staff, and makes them think that they have to figure out an alternate way to place a hold for their patron - when in reality, the hold can go through, and will be added to the appropriate library's picklist. (The example I saw from my staff was a bib record that had a single reference (non-holdable) item on it, and a number of other holdable/circulating items. The screenshot attached is the message staff received.)
18 votes -
Manual tax correction in Leap
This is about a manual adjustment of the Sales Tax amount. Before we pay our invoices, charges (processing, shipping etc.) are added, then as a last step the Sales Tax according to the paper invoice. When the tax entry is saved, suddenly the Client shows a different amount, which is either a little over or under. According to the help section this is fixed by going into an Invoice Line Item Segment and manually adjust the shown Sales Tax, which fixes the Total Sales Tax shown in the Charges. Leap does not allow Invoice Line Item Segment tax adjustments, so…
3 votes -
Setting to automatically remove 650s with a second indicator of 6 (and other lines)
When downloading a record, have a setting that automatically removes certain lines (like 650s with a second indicator of 6).
10 votes -
Filter Orders by Fiscal Year and Supplier
Acquisitions - need the ability to limit/filter search to Fiscal Year of Suppliers for Invoices or Purchase Orders. Currently, if we look at a Suppliers order history, or invoices, we see everything since we migrated to Polaris.
Sometimes, we need to see how much we are spending with a specific vendor and/or need to see an on-order list with a supplier.7 votesI believe this is already supported in Leap, but please let me know if I'm misunderstanding. The Leap PO and Invoice Find Tools have filters for both Supplier and Fiscal Year, so you can quickly limit the results to a specific supplier in a specific FY.
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Searching in LEAP to place a hold
When you search for a title in LEAP to place a hold, it'd be nice if you could actually get search results without needing to change the keyword option. I've searched in LEAP multiple times for titles, even selecting the auto-generated title and I still get no search results until I change the keyword search to ALL instead of the default exact.
8 votes -
Polaris ExpressCheck interface
On the Polaris self-check machines, the EXIT button at the end of the checkout is proving to be confusing to some patrons, as they think that they were bumped out of the transaction without completing it. Having a screen or message telling the patron that the transaction is complete would be helpful. Alternately, being able to customize this wording to say COMPLETE or FINISH instead would work.
We would also like to be able to customize other wording such as "scan the book's barcode" to be more generic, as many library materials aren't books.
4 votesWith the web-based ExpressCheck interface in Polaris 7.8, I believe we've addressed any hard-coded string values and you should have the ability to customize the text referenced here.
If you find any part of the ExpressCheck web interface to be hard-coded text, please open a bug.
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export search results record set
Polaris Leap-Export all search results to a record set without having to individually select each one.
11 votes -
Allow staff to delete individual items (duplicates) from Reading History
Some of our ORS patrons have duplicate entries of items in their reading history. We would like to be able to delete the duplicates from the list.
2 votes -
Make it possible for T-Mobile customers to get notices by text
According to a posting on the Supportal, "T-Mobile and Sprint have changed their guidelines on how they route and handle SMTP to SMS traffic and that they no longer accept traditional SMTP to SMS traffic, especially when that traffic appears to be generated from an application and not a human. The recommendation from these carriers for anyone experiencing an issue with sending messages to their customer base via SMTP to SMS is to invest in a short code service which will allow their customers to opt-in to the messages." (https://iii.rightanswers.com/portal/app/portlets/results/viewsolution.jsp?solutionid=210611154739507)
In other words, our patrons cannot be sure…
2 votes -
Customizable Check In screen
It would be awesome if we could add or adjust the information that displays on the Check In screen in Leap, for example to include an item's shelf location for easier staff sorting - and it would also help to catch Display items that have circulated on their return.
15 votesAs noted in the previous comment, it is possible to configure which columns display on the check-in screen in Polaris Administration.
Since this enhancement only mentions shelf location, which is available, I'm going to move it to Already Supported. If there are fields you'd like to add to the display that are not available today, those can be considered as new enhancements.
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LEAP: Allow search and results to include Statistics like year to date circs or more importantly lifetime circulation.
Having to open each item record to see the stats of each item is alot of work. It would be nice to have the ability to see the stats upon the search results and maybe as an item filter option.
8 votesIt is possible in Leap to configure the item find tool to display both year to date and lifetime circulation counts in the search results so that you don't have to open each individual item record to check those statistics.
Here is a link to the help file on how to configure what columns appear in the Leap find tool: https://documentation.iii.com/leap/7.5/Default.htm#LEAP1_0/Specify_columns_for_sear.htm?
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Provide Export Option for Item and Patron Record Sets in Leap
I regularly have need to provide a list of items to partner organizations. This would be most easily accomplished by simply exporting the data from an existing record set to excel. I have also recently had need for an export option from a Patron Record set. Export is currently an option for Bib Record Sets and I am hoping it can be added for Patron and Item as well.
17 votes -
Ability to create Library Cards with specified purposes
One of our member libraries recently asked us to add this as a possible enhancement request to provide a more specific use for certain library cards. They stated, "We have been discussing the potential of providing internet-only cards as an option to our patrons. Ideally they would be used to access our computers and digital resources, but would not be used to borrow any physical items such as books. We feel there are many patrons who would benefit from this. Is this a possibility?"
6 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 votesWe added the ability to suppress the "None" option in Polaris 7.6. And the "None" string that displays has always been a customizable language string. So you can choose to either suppress it or change the text at any time (via WebAdmin string editor).
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Can hold slips include the pickup area on them when there is one selected?
Currently when we print a hold slip for an item that is filling a hold where a pickup area was selected, we don't see the pickup area anywhere on the hold slip (see screenshot where "Curbside" was selected as the pickup area for that library). Can it be added so staff know where the item is being picked up?
9 votes -
Allow enabling/disabling of Pickup Areas per library AND enabling of specific Pickup Areas - not all or nothing
Currently, we can't use the Pickup Areas functionality in Leap because it is enabled at the system level only (except for the PAC part) and once it's enabled it's ALL pickup areas or none of them - it doesn't allow a library to disable pickup areas in Leap OR to enable, say, Curbside, but not Locker, as a pickup area, if both are added system-wide. We need each library to be able to enable or disable Pickup Areas in Leap AND enable ONLY the specific pickup areas from the list that they offer. This enabling of specific Pickup Areas a…
11 votes -
rickels@hcplonline.org
Ability to search within a customer's reading history by title, author, keyword.
10 votesThere is a filter on the reading history table in Leap that allows you to scope the results by title, author, or any keyword contained in the reading history table.
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Fee reason (Add charges in patron account) sort drop down menu alphabetically please
When adding a charge to a patrons account the fee reason drop down menu is not sorted alphabetically.
Alphabetical order would make data entry faster/more efficient.9 votes -
Check-In Count Report
We can run a report on the number of items checked out at our library, but it is much harder to try and track how many items were checked in. Leap will keep a count on the check-in screen, but if the window gets closed or a new staff member logs in, that information is lost. It would be great to be able to easily track how many check-ins we do in a day since check-outs only represent part of what keeps circ staff busy at the desk.
4 votes -
Cancel an in-transit hold
It would be beneficial to have the option of cancelling a hold for which the filling item has already moved to an in-transit status. This way, once the item is received at the destination, when it is checked in instead of going on the holds shelf it would either fill the next applicable hold or go in-transit back to the owning library.
2 votes
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