647 results found
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Ability to create a child record in Leap and link to the child record
In Leap, the parent/child item relationship is currently limited and does not support full navigation or management between linked records. To support a complete workflow in Leap, the following enhancements are needed:
- Add the ability to link from a parent item record to its associated child item record (currently, linking is only possible from child to parent).
- Add the ability to create a child item directly from an existing item record.
These features are essential for fully managing parent/child item relationships within Leap.
5 votes -
Non-blocking Note limit Increase
We have recently been coming up against an error when adding additional notes to the Non-blocking notes field. There is a current character limit of 4,000 characters that's not noted anywhere I could find on the help section. Can this character limit be updated, as there are many instances where notes need to be kept for historical purposes?
9 votes -
LEAP: Pop-up when paying for an outside library's item
Allow for a pop-up when paying for an outside library's item, e.g. 'this is not your library's item, would you like to pay for it' hit continue or cancel, similar to when you're trying to scan a requested item that is meant for another patron. There have been times when a patron comes to pay for another library's item in cash, and unless the staff member checks to make sure that it's only overdue fees or fees that pertains to their particular library, they keep that outside library's payment. They then have to reimburse the item-owning library or the item-owning…
20 votes -
Bulk Change Serials Issue Records Status
Offer the ability to bulk update Serials issue records to a new status. We order multiple copies of most serials, and currently we have to open each issue to change it from "Claimed" or "Pending Claim" to "Not Available" when the vendor cannot supply it.
17 votes -
020 Field Character Limit Should Exceed 50 Characters & Not Reject Placing an Item On Order
We are having manually placed orders rejected because the 020 field for large print books sometimes exceeds the 50 character limit. Polaris/Leap will accept 020 fields that are up to 49 characters, but not for OCLC MARC records that have extended to 54 characters. This happens whether we are attaching to an existing record in Polaris/Leap or for a new one imported from OCLC/Connexion. It seems completely arbitrary that 49 characters are accepted, but 54 characters -- just a few over the limit -- are not. Thanks for looking into & considering this request.
13 votes -
Leap: include examples for pub pattern creation
Staff find the examples provided in the client helpful when creating a new pub pattern. It would be great to see the same in Leap.
14 votes -
Leap: edit POLI segments
Add editing of the fund, destination, and collection of POLI segments to match the client functionality.
38 votes -
Leap: cancel from POLI workform
In the client, a POLI can be cancelled from the PO, POLI view or from within the POLI workform. In Leap, it can only be cancelled from the PO, POLI tab. Adding the ability to cancel from the POLI workform would reduce steps and reduce the likelihood of staff selecting the wrong POLI to cancel. This would help with the transition of tech services to Leap.
55 votes -
Powerpac in web PolarisAdmin - Include assign/remove button in Web part editor
In the web PolarisAdmin, provide a button in "Dashboards: Web part editor: User defined" to assign/remove the web part directly to web pages.
Subsequent idea: Provide an option to assign/remove a web part to all web pages.
Subsequent idea: Provide an option to mark web pages as favorites or frequently used so we can quickly add/remove the web part to a set of web pages. E.g., Apply the updated Closure Notice to default.aspx, login.aspx, patronaccount/default.aspx, patronaccount/itemsout.aspx, etc.Idea Value
Offering this button would streamline the process of adding/updating the web part and immediately assigning/removing the part to its relevant pages.…2 votes -
PowerPAC editing
Allow PowerPAC to lock independently of the other Polaris Admin features (client and web PolarisAdmin).
PowerPAC editing is locked when another SysAdmin is using the Administration Explorer. My primary responsibilities in the client are to update the PowerPAC, especially notes for upcoming library closures (holidays, staff development day).
Idea value
Provides uninterrupted workflow for primary SysAdmin to continue working when the web services focused SysAdmin needs to update the PowerPAC dashboard elements/layout.1 vote -
Registration confirmation email as part of patron self-registration
My library would like an email to be sent to patrons who use the self-registration form in the PAC with a confirmation that the registration has gone through and with reminder information that they will need to come in to complete their full registration. This would also allow us to confirm that we have a correct contact for the patron.
10 votes -
POST and DELETE methods for Record Sets
Currently with PAPI there is the ability to GET the contents of a Record Set and PUT additional records into Record Sets. We would love the Record Set API to be fully built out with POST methods (to create new Record Sets) and a DELETE method (to delete an existing Record Set).
4 votes -
Configure Notification Options Based on Patron Attributes
Currently, notifications in Polaris can only be filtered by branch. For example, one branch can enable specific notifications and another can disable them. We would love the ability to apply more granular filtering to determine which patrons receive certain notifications.
A workflow for us is billing notifications. Our library policy exempts certain patrons from billing based on their Patron Code. Because Polaris does not currently allow notifications to be filtered by Patron Code, we must manually work around the existing workflow to align with our policy.
We would love the ability, within SA, to filter notifications by patron attributes such…4 votes -
Make it possible to highlight and copy text from Dated Notes in patron account
The Dated Patron notes in Polaris 8.0 do not allow you to highlight the text for copying - the field is protected. Staff would like to be able to highlight and copy the entire note or specific parts of the note (like barcodes) in order to quickly and easily either re-create the note with changes (since it can't be edited) or do a search for a related item or patron recorded in the note.
18 votes -
Export authority records from Leap
As of 8.0, users can export MARC bibliographic data, but not MARC authority data. Can this utility be updated to also allow export of authority data? This would help catalogers during cleanup and maintenance projects, and it would make Leap functionality align with the desktop client.
Example of a case where this function would be useful: Vendors like Backstage may ask for a sample of existing authority records. Being able to use Leap to export MARC authority files would help libraries with limited or no desktop client access.11 votes -
Bulk delete predicted serials issues in Leap
Can the Serials Check-In utility be updated to allow bulk deletion of predicted serials issues? When a weekly/bi-weekly publication changes the day of the week that issues are released, it is easier to update predicted issues in the desktop client* but staff without authorization to create prediction patterns cannot complete this work in Leap. This slows down access for community members.
*In the desktop client, staff can bulk delete all but one predicted issue, edit the remaining predicted issue to match the new publication date, and then bulk predict issues to match the new day of week without closing and…27 votes -
Messaging and/or reporting for patrons updated by age
With the new option to update patron codes based on age criteria (which we're excited about!), it would be useful to be able to send notices to patrons whose account type was auto-updated and/or to pull a report we could use for sending out messaging to the impacted patrons in our newsletter platform.
9 votes -
Add PAPI method to merge bibliographic records
Adding this to PAPI would allow this process to be performed without SQL access and also fully leverage all of the existing Polaris business logic. It would also allow hosted customers to utilize the functionality.
11 votes -
WebSA branch hours-modifying permissions
Presently in the Polaris client there are two paths to updating a branch's hours of operation in the Administration Explorer. The first is to access the table in the SA path Parameters > Patron Services > Hours of Operations; the second is to right-click the branch name, choose to edit it, and in the new window that opens go to the Tools menu and choose 'Define Hours of Operation'. The first of these two approaches requires the permission 'Modify parameters: Allow', and the second does not.
We rely on staff being able to use the second approach for editing hours…
12 votes -
Improve usability for Leap authority searching
The option to link headings from a bib in Leap was a needed improvement, but there are still issues which hinder the feasibility of cataloging in Leap.
When using the "check headings" feature, the search defaults to the local database. When you switch to searching remote databases, the search term is deleted, meaning that you have to copy and paste or retype the search. It would be very helpful if the "Authority Record" and "Authority Record (remote databases)" options were combined. Ideally, I would see a single Authority Record search option which defaults to local records but gives the option…
16 votes
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