707 results found
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More granular permissions for deleting items/bibs
In Polaris, a single delete of a bib/item record will result in that record being 'marked for deletion.' It is no longer visible in the PAC, but is still visible in Polaris with a Deleted status. Deleting a record in Deleted status, or what we've termed 'double-delete,' will result in the record being fully purged from the database.
Sometimes, staff will delete a record and go back to it to verify the deletion. They see it's still visible in Polaris (missing the Deleted status) and delete it a second time. This accidental purging results in no longer being able to…
25 votes -
Block patrons from placing holds in VEGA, Mobile App, PAC and Leap if patron is blocked
Having patrons blocked from placing holds if there account is blocked is greatly needed, as patrons can currently place holds through Leap, Vega, Mobile App even if they are blocked for having too many fines.
73 votes -
Load all for patron reading history
Ability to pull in a customer's reading history at GREATER than 250 items at a time (similar to the 'karate chop' feature in Polaris client.
9 votes -
Upload patron barcodes into a record set
The add from file feature in patron record sets should allow importing by patron barcode in addtion to patron ID.
52 votes -
Bulk change POLI segments
To be able to select multiply purchase order line segments and make a bulk change to a particular field, (eg. coll. code, fund code) Sometimes an error occurs in the import process and each line has to be populated manually. It would be amazing to be able to select an entire column and make the change.
61 votes -
Preferred ISBN/UPC on PO Creation
When constructing an order, the latest ISBN from the bib record is used. It would be helpful if instead, the vendor could put the preferred ISBN/UPC into the 970 and when the PO was built, that PO number could be pulled from the 970 for the library rather than displaying a red exclamation and requiring the staff to manually check the PO to make sure Polaris selected the proper ISBN/UPC from the order record.
76 votes -
Exclude ebooks from "Book" Material Type for searching
Currently, when limiting a search to the material type "Book", electronic resources (eBooks) are displayed as well. It would be nice if the material type "Book" only produced physical book results.
54 votes -
Weeding Record Set Functionality
The weeding workflow and weeding record sets were added to LEAP in Polaris 7.5. I would like some more functionality in the weeding record sets at all stages of the approval process -- namely being able to bulk change and delete records from the set, being able to remove records from an approved record set, and being able to unapprove a list.
I know there are options in the weeding template to change the record status to withdrawn and have the records automatically deleted when approved. However, we change our records to a status of "weeded" (we took over bindery)…
16 votes -
Make "exclude from" options accessible via API
We're working with a vendor to import patron records into Polaris as part of a program to give every student of the local school district a library card. As part of the arrangement, these student cards will be exempt from billing.
Unfortunately, there is no means to check the "exclude from" overdues, billing, etc. boxes in the API, so this will have to be done manually every time a new batch of students is imported. Please make it possible to modify these options via API.
12 votes -
Add Notes to a Hold
Often library staff place requests on specific items and need to follow-up when the item is returned (check condition, re-label, compare copies of title, replace, discard, etc.). Our previous ILS supported a hold notes field that would display the saved note when the item was checked out. This reminded staff of why they had requested the item, or would let another staff member know what needed to be done with the item when the hold was filled. The note would either display as a pop-up or as part of the table of checkout information. The note could be printable if…
27 votes -
Add email notices to Use Name on Identification in LEAP Registration
If the check box is checked for Use Name on Identification it only applies to print and telephone notices. It needs to apply to email notices too.
16 votes -
Bulk Print Spine Labels
I would like an option to bulk print spine labels in 2 different circumstances. 1. For all items on a particular purchase order. 2. From a file (similar to the Check In>Action>Load From File works.
59 votes -
Add date added column to record set
When using a record set, it would be helpful if there was a column that shows when the item was added to the record set. We use record sets to create carousels that show new items on our PAC. The date added to record set would be helpful so we could remove the oldest things when refreshing our carousels.
50 votes -
Block patrons from putting holds on items they already have checked out
Our site manager said this was a previous long-standing enhancement request and suggested I check here and vote on it. I can't find anything that matches, so am starting an idea.
We have several patrons at different branches placing holds on items they already checked out so as to bypass our unwritten guideline of leaving items available to others for 24 hours before being checked out again. Now, for older items this isn't a problem and staff are allowed to make exceptions, but this practice is becoming a issue. We do allow one renewal, but apparently this isn't enough for…
31 votes -
Electronic invoicing with EBSCO
Electronic invoicing has been available with EBSCO through Innovative for years. This is a big set back not having this feature with Polaris.
11 votes -
Add spine and serial label settings to Leap
Some library staff need to be able to alter the label margin and font size for longer call numbers, longer author names, and longer titles, as well as how the printer prints that day. Currently, staff using Leap need to go back and forth between the Client and Leap to do so. Adding the label settings that are only accessible in the Client to Leap will make it easier for staff to make the transition to Leap by allowing them to maintain their workflow for their current printers.
92 votes -
Add Rapid Receipt to Leap
Currently, there is only one way to receive and invoice orders in Leap. This workflow consists of receiving the line item from the purchase order and copying it to the invoice. In the Client, staff have the option to use a more efficient process called Rapid Receipt. Rapid Receipt allows line items to be received and copied to the invoice at the same time. In our consortia, a significant amount of libraries use Rapid Receipt. They are concerned that it has not been added to Leap yet. Since Rapid Receipt is available in the Client, the same functionality should be…
56 votes -
Leap auto-formatting in date and postal code fields
The patron birthdate field and postal code field both require correct formatting to save the record. If would be helpful to staff if Leap could have auto-formatting (as many web forms do), e.g. insert the dashes in the birthdate (yyyy-mm-dd) and capitalize and insert the space in the postal code (A1A 1A1).
Adding the calendar date picker back for the birthdate field would also be great, assuming that the issues it used to cause could be resolved.
26 votes -
A note field that pops up at check out and check in
We need a note field in the item record that pops up as a warning box at check out and check in for notes that staff and patron may need to act on before checking out and in. Notes such as "Patron needs to sign a hold harmless form." Or the price of this piece of the kit is $250.00. Or "Item must be returned to this library." Staff should be able to close the window once they have read it.
20 votesUpdating this to under review. We have plans to add an "alert note" on patron records but need to evaluate on items. I accidently updated the wrong idea (between the two).
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Improvements to 7.4 Item Language Field
Currently, the new 7.4 item language field is using the same Languages table used in patron registration. For patron records, the language preference field displays in their account in PowerPAC. Patrons use this field to select their preferred notification language.
If a library wants to add a new language to the Languages table, it will be added as an option for both item records and patron accounts. This is problematic, because many libraries purchase materials in far more languages than they offer notices in. If a library adds additional language options to this table, they risk that patrons will select…
32 votes
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