70 results found
-
Polaris 7.7 - Provide a Load All option for record sets in Leap
I cannot think of a situation where, if I have a record set containing more than 250 items, it would be okay to proceed with doing things in that record set without loading in all of the items. It is typical to need to take a similar action on all items in large record sets but very challenging due to the 250 at a time limit. I just had to scroll and click more 27 times before I could embark on a bulk change. There should be a load all button.
8 votes -
Polaris 8.1 - Bulk Change Pickup Location for Held Items
We often have branches close unexpectedly due to facilities issues, when this happens we need to move the Held items from that branch to another branch. Currently there is no way to bulk change the pickup location between branches. This function would be very helpful for us.
37 votes -
Polaris 8.0 - Dated patron notes
It would be very useful for patron notes to automatically include date and time - this would allow us to track "updates" to progressive situations with patrons that multiple staff are addressing.
102 votes -
Polaris 8.1 - Make Leap check-in screen sortable by column headers
Allow users to sort checked-in items by clicking on the column headers on the check-in screen in Leap.
Library staff double check their work by counting the number of items on their check-in cart and comparing it with the item count displayed on the check-in screen. If there is a discrepancy, being able to sort the columns would help staff more easily find items that didn't get checked in properly.
Also, please add a call number column to the check-in screen.
22 votes -
Polaris 7.8 - Duplicate detection action on PO in LEAP
At the demonstration of Leap at IUG, we learned that PO line item duplicate check action is not available in Leap from the PO workform. We need to be alerted to existing items in our systems if we own them, to attach add copy orders to existing bibs. Please add this functionality.
19 votes -
Polaris 7.7/7.8 - Duplicate detection as separate action for bibs and authorities in Leap
In the client, duplicate detection for MARC records is triggered by (re)saving the record, but can also be triggered separately as an action under the Tools menu. In Leap, resaving the record is the only way to trigger the function. This means cataloguers have to do a fake edit in order to un-grey-out the save button and click past any other functions, such as MARC validation, before they can get to the matching record(s).
Having duplicate detection as a separate function (maybe under Actions or as a button in the MARC view) would save cataloguers time and extra clicking.
43 votes -
Polaris 8.1 - Add ability to enter a reason when cancelling a hold
Currently, patrons receive a default email message when their hold is cancelled. It would be great for staff to have the ability to enter a reason or write a brief message letting the patron know why their hold was cancelled.
156 votes -
Polaris 7.6 - Printing workslips in Leap
Please add the ability to print workslips for purchase order line items in Leap. Right now they can only be printed in Polaris client. Our Acquisitions staff would love to be able to do everything in Leap, rather than having to switch back to the client to print workslips.
28 votes -
Polaris 7.7 - View recent search history in Leap find tool
It would be great to have an option to go back and view recent search history or search results in the find tool in Leap. I often close out of a search too soon and realize I need to go back for more information, or realize that I actually had the results I needed two searches ago.
Being able to quickly view recent search results rather than constructing the whole search again would save a lot of time.82 votes -
Polaris 7.6 - Add ISBN to columns in Leap find tool for bibliographic and item record searches
Our Collection Development librarians would like to be able to quickly look down the list of bibliographic and item search results and see ISBNs. Right now, this is not available as a column so they have to click on each record and open it to see the ISBN.
If there are multiple ISBNs in a record, the find tool could just display the first one.
This would save our Collection Development staff a lot of time in their searches.35 votes -
Polaris 7.7 - Enter tax and discounts on invoices as an amount rather than a percentage in LEAP
In the Polaris client, we have the ability to enter taxes and discounts on invoices as a dollar amount. In Leap there is no way to do this and taxes and discounts can only be entered as a percentage. Many of our vendors list taxes and discounts as a dollar amount on the invoice, it would be much simpler to be able to enter in those numbers directly rather than trying to calculate the correct percentage. Our Acquisitions staff have been entering and paying invoices in Polaris client rather than in Leap solely for this reason.
This would save our…
20 votes -
Polaris 7.7 - Improve selecting and record set functionality in Leap
In the same way that you can bulk select multiple non-sequential emails in web email services and right click to take action, Leap should allow users more flexibility to bulk select records to be added to a record set. This is something that is useful in the windows staff client and should be available in the web Leap interface. Also, please add a Load All option at the top of Leap retrieval/record sets to take place of the karate chop, instead of having to scroll to the bottom of the results to access the Load More button.
Idea Value
Improves…69 votes -
Polaris 7.7 - Accessibility Shortcuts in Leap
Many of the keyboard shortcuts that are in the Polaris client are not found in Leap. This is harder for people with difficulties switching between the keyboard and mouse. We have a user who would love to have access to these keyboard shortcuts in leap that, if turned on or added, would make Leap linking much more intuitive and ergonomic.
The staff member said:
- Ctrl-S would be fantastic
- A shortcut to simply close a record, as exists in the form of Alt-F4 in Polaris.
Those are the big ones.
Any others that can be turned on or created specifically for…
69 votes -
Polaris 7.6 - On Order status available in Item Bulk Change
Make On Order an item status that can be bulk changed.
Idea Value
This would increase efficiency of staff working on acquisitions database management. Daily, we have On Order items that need to be changed to In Processing.34 votes -
Polaris 8.0 - 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…
16 votes -
Polaris 7.8 - 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…
53 votesAn updated student record/patron import option has been added to Polaris 7.8.
-
Polaris 7.7 - Make it possible to create a record set from Saved Reports in Simply Reports
Currently, when you create a report in Simply Reports and save it for future use, the saved report will allow you to generate a PDF or a spreadsheet file, but will not allow you to request that a record set be created. You can only create a record set by recreating the report from scratch in the Simply Reports interface. We have reports that we run monthly to catch items that are newly assigned to LOST, MISSING, and DAMAGED statuses, and to get a record set that I can work with, I have to run each report from scratch, manually.…
62 votes -
Polaris 7.8 - 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).25 votes -
Polaris 7.6 - Improve efficiency for editing bib records in Leap
We just updated to 7.0 and now have the ability to edit bib records in Leap. However, we have found that we need to click a box and then a button in order to edit a field, and then make edits. In addition, it's not possible (as far as I have found), to change the actual tag, only the contents of the field.
Efficiency of Leap cataloging would be improved by allowing in-line editing as is done in the client.
If the concern is that leaving it open to in-line editing would result in more errors, more changes that aren't…49 votes -
Polaris 7.7 - Store item due date in the check-in transaction
This might be a little specific, but I am proposing that the item due date should be stored as part of the check-in transaction in the Transactions Database in SQL.
Idea Value
This seems like a relatively small change to the SQL tables, but it would allow some information to be more easily gathered. For instance, I recently received a question where I was trying to determine if there's any trend in what triggers the return of overdue material (e.g. first/second notice, the bill, or collections). If the due date was included in the check-in transaction, I think I would…17 votes
- Don't see your idea?