616 results found
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Lost and Deleted Items
Today I helped a customer who had three Lost (and billed) items on her account. The items were all designated as Deleted as well. She claimed that she had returned two of the three items through our Automated Materials Handler (AMH) some time ago. The items were set to lost in 2022. The third item she had and returned today. This item having been deleted shows up in Leap as a "no matching record" (NMR) item. And that got me thinking that she may very well have returned the other two items through our AMH and because they read as…
12 votes -
Prevent update of patron code for patrons in collection (Susan Millwater)
Since you can exclude patron codes that are submitted to collections, you shouldn't be allowed to update the patron code for a patron in collection. We've found that any updates to fines and fees will not be sent to collection management (UMS) and the collection block will not be removed for a patron in collection if they now have a patron code that is excluded from collection.
4 votes -
More Robust Item Record Change History
It would be very helpful to have a more robust item record history. It appears that only the last 12 months of item history is available. It would be great if Polaris would:
A) keep the history of changes in the item record forever
B) improve the data that is stored and presented to staff, for example, so we could see what exactly was edited on 7-26-23 in the screenshot attached. Perhaps by clicking on the entry and having the information pop up.23 votes -
Create a new status of lost and not paid
There should be two statuses to easily identify lost and paid vs. lost and not paid billed materials. This would help make running reports much easier and help identify the status of lost items.
88 votes -
Create or add to an item record set from Leap check-in workform
Leap should include the ability to create or add to an item record from the check-in workform. Most of the functionality is already there in that items can be selected via checkboxes and all items can selected from the topmost checkbox. By adding the option to the Actions menu, circ staff could quickly roll items over into a record set for a variety of other uses.
30 votes -
UPC Output in "Holds" Reports of Simply Reports
We often use the "Holds" reports of Simple Reports to watch demand on titles - especially the Hold Count report. It would be very helpful if UPC could be one of the output columns, so that we could copy it for media, which doesn't always have an ISBN in the vendor MARC.
Right now we have to output the bib record id, copy it and search in Polaris, then copy the UPC from there.14 votes -
Weeding template criteria should include Last circ date option
In our consortium, libraries weed items based on their circulation almost exclusively, not based on how new or old they are or how many lifetime circs they had. The most important piece of information to them, the Last circ date, however, is missing from the weeding template criteria. We are aware that you can add dates to the power search for inclusion criteria, but those have to be specific dates, so they can't be reused as criteria several months or years later - you'd have to continue remaking the criteria with new dates each time, which isn't convenient or efficient.…
39 votes -
Weeding template "older than" criteria should be based on first available date not creation date
To truly determine whether an item is "older than" a certain time frame for the weeding criteria in our consortium, it should be based on First available date, not Creation date. Many of our libraries add the item record when the item is ordered, which could be months before it actually releases, and they make the status either Being Acquired or In-Process until it's received and checked in, which updates its First available date at that point. Then the item actually begins its "life span" so to speak. So the item isn't truly "older than" a certain time frame until…
40 votes -
Ability to Edit/Modify Publication Patterns
It would be great to be able to edit or modify publication patterns as needed.
Currently, we are only able to modify publication patterns IF no issues have been received. After that, the only way to change a publication pattern is to close the current one and open a new one.
It would save staff time and effort if they could update a current pattern with necessary changes rather than being required to create a new one each time.
54 votes -
Search remote databases by UPC
Our catalogers would love to be able to search the Remote Databases by UPC.
36 votes -
Weeding Record Sets need to have Picklist Functionality
Currently, when we turn over weeding lists to staff to pull, they manually mark 'not on shelf - NOS' if they don't find the item. In order to make the new weeding list functional in LEAP, we need the weeding record sets to have the same sort of functionality as a PickList - a column where staff can either mark the item as 'Not Found' or "missing". Ideally the circulation status could be changed to missing at this point, removing the need to manually change these items in the system and remove them from the record set.
Related to idea …
33 votes -
Allow libraries to customize info displayed in Leap Patron Record header and properties
We need a way to bring perennial critical patron info to staff attention without creating blocks for customers or forcing staff to open the full patron registration. Having this info in the patron record header or properties would be ideal. For example: at our library, customer registered at branch is not critical info yet it is the most prominent value displayed in the header after name and card number, if we could designate UDF values to take it's place (such as bookmobile stop or language assist needed) or have space to reveal a designated UDF value under patron properties, it…
16 votes -
Ability to import files in Leap other than .dat, .mrc,.txt., .xml
We receive vendor records with file extensions .FIL and .001. We are able to import these in the Client but are not able to import them in Leap.
20 votes -
Add the ability to clone an existing branch when creating a new branch
We would like to be able to copy an existing branch when creating a new branch, since often our additions are branch locations of an existing library that will have almost the same exact settings.
32 votes -
Add ability to remove vendors
We have a long list of vendors and would like to clean it up, removing any who we no longer purchase from. This can't be done because of the links and layers in Acquisitions to attached purchase orders and invoices. It would help with clutter if there was a way to delete these suppliers or hide them in some way.
42 votes -
Option to require selection of a Collection when adding item records
We would like the ability to made Collection a required field when adding item records. While we can instruct all of our members to have Collections selected as part of their templates, there is still the possibility of forgetting and having items that are missing a collection. Having a collection at minimum, and ideally collection and shelf location combination set on each item greatly helps wayfinding for the patrons, and we'd like Polaris to allow us to enforce selection of at least a Collection. Other customers may want to enforce selection of both Collection and Shelf Location. As long as…
31 votes -
Enhanced Data fields in SimplyReports
We would like to have more enhanced data fields within SimplyReports in order to help users create reports that can fit their needs a bit better. For example, we recently ran into an issue where a staff member wanted a field that can indicate status descriptions for Lost/Unpaid or Lost/Accruing. In this case, it was explained that there would need to be a combination of patron account information, item status information and library settings needing to be available in order for this to work. Can possibly looked into for the future?
26 votes -
Polaris transactions will "run out" of space due to being an "int" data type
The Polaris Transactions database TransactionID is an int data type. This 2,147,483,647 means the biggest number supported by the database. In our busy system, we're about halfway through the available TransactionIDs as we're about to reach 1 billion. This field should be moved up to a bigint data type. Otherwise inserting new data will fail.
15 votes -
Suppress "Place Request" button in PAC for bibs where all items are non-holdable
The way the PAC currently works, the three buttons on the right of each search result (Availability, Full Display, and Place Request) always appear if the bib is for a physical item, but only "Full Display" appears for e-resources. This indicates that the PAC already has the capability to suppress these buttons if conditions specific to the search result are met. It would be helpful if this ability could be expanded so that if all the items attached to a bib record for a physical item are not holdable, the "Place Request" button does not appear. The appearance of that…
46 votes -
Import Profile Rention Tag - 020 shoudn't duplicate
When using import profiles for EDI ordering you must add the "retain 020" field in order for the 020 to overlay onto an existing bib record when ordering additional copies. This is annoying because each time you reorder, another 020 line gets stamped into the bib - adding more lines for Cataloging staff to delete when the item comes in.
If you remove the "retain 020 tag" no more duplicate 020s get stamped onto the bib, but also any new-to-the-bib 020 also does not get added. This is a problem especially with AV, where some vendors use a 020 tag…
24 votes
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