676 results found
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bib bulk change from find results
It would be useful to have the bulk change option in the Find Tool for bibs, like the existing functionality for items.
14 votes -
Waive fines/fees during youth to adult transition process
Allow the option to waive fines/fees when youths are transitioned to adults in automatically in Polaris 8.0. We do not want to have the new adults be responsible for a balance that was charged to them as minors.
3 votes -
Advance Additional Hold Requests Through RTF Sequences
When multiple hold requests exist for the same title, Polaris may keep all of the requests in the same Holds Request to Fill Routing Sequence as long as a single eligible item remains available in that sequence. This can occur even AFTER one item has already been identified to fill the requests.
As a result, the remaining requests may wait through the full primary and secondary routing periods before reaching the tertiary sequence, even though other libraries have available items that could fill them immediately. Depending on the configured days-at-branch settings, this can unnecessarily delay requests.
Polaris should evaluate each…
10 votes -
Link from POLI to INLI (Leap)
Direct links from a POLI to it's invoice line item would be helpful and match client functionality. Linking to an invoice that may have many line items requires more scrolling and double checking.
14 votes -
Ability to prioritize hold requests to be filled by a branch that has multiple copies of the requested title
Currently, if a customer places a request, it will go through the list of branches as we have them prioritized currently. It may try to pull a hold from a branch that has only one copy while another branch has five on their shelf. I would like to be able to prioritize those branches with more copies for two reasons. First, it can help us to distribute titles more evenly through our use of the floating function. And second, it can help fulfill a hold more quickly. If a branch has more copies of a title, it is likely that…
15 votes -
Option to directly edit fixed fields
The workform for viewing/editing fixed field data is useful in some cases, there are times when experienced cataloguers would find it faster and easier to have the option edit those lines directly.
13 votes -
Retain load-all after making changes in a record set
Provide an option to retain the load-all after making changes in a record set. Currently if you load all, then make a change, it reloads the limited set of records.
17 votes -
Apply sort to all records in record set
Just as bulk change applies to all the records in a record set (whether they are all loaded or not), sorting should apply to all the records, not just the ones that are initially loaded.
22 votes -
Allow staff to add supplier records without allowing them to modify the Postal Codes table
When staff add Supplier records, they currently are required to have the "Modify Postal Address Fields" permission. This means that they can add any postal code/city combination into the address and, if it is not already in the Postal Codes table, it will automatically be added there. This allows staff to add incorrect data into the Postal Codes table, which then allows circulation staff to accidentally select those options when adding new patron accounts. We would like to see Supplier records have the same option as Patron records, where we can lock staff down so that they can only select…
11 votes -
Save and Action items in bib MARC workform (Leap)
The MARC views for most full bib records are longer than the screen and require scrolling when editing. It would be helpful if the Save (and other important actions) either stayed available at the top of the page (as they do in the compare tool) or were repeated at the bottom of the record. This would save having to scroll back to the top of the record to select Save, Duplicate Check, etc.
19 votes -
Add save option to "close without saving" pop-up
In Leap, when item or bib records are closed after edits have been made, the warning pop-up the options are to close without saving or to cancel the close action. In the client, (and in Leap patron records) the pop-up includes an option to save & close, which is probably the intended action most of the time.
Having to click to cancel the close, then click to save, then click to close again, is a lot of extra steps.26 votes -
hard code phone number format
Hard-code phone number format in LEAP. This will ensure all phone numbers are input in a uniform manner making searching easier and more accurate
19 votes -
Reminder to refresh bib workform after editing in compare tool
Because edits can be made on a bib from the compare tool while the bib workform is open and unlocked, it would be helpful to have a reminder to staff to refresh the bib workform if they return to it. When staff are working with multiple bibs, it is easy to forget that a refresh is needed before making additional edits. Saving in the bib workform can result in losing the edits made in the compare tool.
Ideally a pop-up or a highlighted refresh button would only show up if edits had been made to the bib elsewhere. This could…12 votes -
Add the ability to edit the 008 field directly instead of having to open the editing box
In Leap, when you edit the 008 field by typing in the field directly, instead of opening the editing box, the position of the subfields is corrupted. The ability to edit the 008 field directly works correctly in the Client, and is an important, time-saving feature. Common edits include adding an 'a' for illustrations in position 18 or adding a second date in positions 11-14.
2 votesClarification on the enhancement: the 008 field is currently editable without expanding and using the drop downs.
The enhancement is to no longer require you to remove the character that is in the 008 field to replace it.
For example: if you have a blank space in position 23 the enhancement would allow you to type "b" without having to highlight the space to replace it, or delete the space after typing your desired value.
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Add POLI record ID to header (Leap)
Currently the POLI record ID is only visible as part of the url in the browser. It would help staff to more easily differentiate between multiple POLIs for the same title if the unique ID was included in the POLI header and as a column in the PO.
13 votes -
delete all permission groups from staff account
It would be helpful to be able to select all permission groups in a staff account and delete from PolarisSA. This exists in the client. When a staff member changes positions, we copy the new set of permission groups from an existing account, but first we delete all their existing permissions in case they have something they will no longer need. In PolarisSA, this requires deleting each permission group individually.
8 votes -
Add Date to Dated Note in Search Results, Simply Reports, etc.
We'd like to see the date of dated notes be displayed on search results, in a record set, and also available as criteria in a Simply Report search. We'd like to use this tool for things like specific waiver expiration dates that do not coincide with patron expiration dates, among other things. By displaying the date in the search results we'll be able to quickly take a bulk action based on dates.
9 votes -
Polaris Leap: Popup/Prompt for Patron Blocks
Currently, in the desktop client, when opening a checkout window and entering a patron's barcode, if the selected patron has blocks, a window pops up and prompts the user to continue or cancel the interaction. This is not present in the checkout workflow in Polaris Leap, so it is possible for circulation staff to miss important information if they do not open the "Blocks" button before every interaction. Is it possible for an optional feature to be added to notify circulation staff about patron blocks before a transaction?
19 votes -
Allow Patron Merge Directly From Duplicate Patron Records Pop-Up
Currently, Leap will surface any potential duplicate accounts when you go to save a patron record based on the configured criteria. Unfortunately, it's not particularly actionable and, while it is nice that you can click the other account names to pull up the full record, it requires a lot of back and forth to confirm information on one account or another before performing an independent Merge action... which is to say that most staff aren't likely to perform an account merge in the moment and probably won't come back to it later... I think this could be remedied by allowing…
10 votes -
split screen in patron record fix
There are times when staff will have a split screen when working in a patron account (ex: puling patron account info to fill out a separate form), but with how the screen looks in that function, it can be difficult to navigate. Particularly because the left hand menu gets interlaid over the information fields. Ideally, the image on the screen would adjust with the size of the screen- allowing for a (smaller version) of the full screen to be viewable or at least the ability to scroll over or down more easily.
5 votes
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