Settings and activity
41 results found
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19 votes
An error occurred while saving the comment -
7 votes
An error occurred while saving the comment 
AdminSamantha Quell
(Admin, Innovative)
commented
Can you provide more details on how you're hoping to harvest the item record IDs via the API? For example, are you trying to lookup all items associated with eBook bibs?
There may be another path to getting this information through the protected/sync endpoints.
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13 votes
An error occurred while saving the comment AdminSamantha Quell
(Admin, Innovative)
commented
This was part of the initial design, but was flagged as a security concern and removed. Several libraries did not want staff to be able to export patron data from record sets that were essentially invisible (since only the owner could see them). Therefore, the export option was only added to organization owned record sets.
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30 votes
Just to set expectations, our strategy at this time is for users to access reports through the SSRS portal. As Eleanor mentioned in her comment, we are adding customizable menu options to Leap in 7.5 with the intent that they be used to link users to the reporting interface.
An error occurred while saving the comment AdminSamantha Quell
(Admin, Innovative)
commented
Just to be clear, all reports (including custom reports) that are accessible from the windows client can be made accessible from SSRS and linked to from Leap.
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67 votes
An error occurred while saving the comment AdminSamantha Quell
(Admin, Innovative)
commented
Just a quick comment that undo/redo actions are working per cell in Leap with ctrl+z and ctrl+y. The gap is trying to perform multiple undos between different tags. For example, if you edited 4 different tags, ctrl+z currently would only undo your last tag change (the field you're currently in).
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6 votes
An error occurred while saving the comment AdminSamantha Quell
(Admin, Innovative)
commented
Kristen - Can you elaborate on where you are trying to search? The Find Tool should have options for these tags and the global search will include these tags if they are included in your keyword index.
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14 votes
An error occurred while saving the comment AdminSamantha Quell
(Admin, Innovative)
commented
Have you tried using the bulk reset due date feature on item record sets?
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7 votes
An error occurred while saving the comment AdminSamantha Quell
(Admin, Innovative)
commented
Bibliographic record bulk change can be used to remove tags with specific indicators (see attached).
We also have ways to define tags to be deleted automatically during MARC import.
What is the scenario where you are getting these 650's and having to remove them manually?
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19 votes
An error occurred while saving the comment AdminSamantha Quell
(Admin, Innovative)
commented
I'm moving this enhancement to the INN-Reach section. Right now, the D2IR APIs that the Polaris/INN-Reach integration use do not include any prices. From the Polaris side, we'd need the INN-Reach system to accept, store, and pass the item price in order to populate it in the temporary item records.
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6 votes
An error occurred while saving the comment AdminSamantha Quell
(Admin, Innovative)
commented
For those coming across this idea, please comment on if you'd like this behavior or if you'd like to see it behind a configuration setting. I know a lot of Polaris holds logic was designed so requests could be placed and "wait for an item" but I can see the flip side of not wanting the patron to wait for an item that will never come.
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13 votes
An error occurred while saving the comment AdminSamantha Quell
(Admin, Innovative)
commented
Ashley- Can you elaborate more on what the desired behavior is here? Describe what the workflow might look in an ideal world. Are you thinking a browse option in the Find Tool?
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19 votes
An error occurred while saving the comment AdminSamantha Quell
(Admin, Innovative)
commented
John - Can you provide more detail here? Since the 250 is a repeatable MARC tag, we do allow for more than one 250 field per MARC record. Is there a downstream problem you're seeing when you have multiple 250 tags? Are you getting a MARC validation error when trying to save multiple 250 tags? (Our MARC validation rules are customizable, so this could be a configuration that was made at your library).
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11 votes
An error occurred while saving the comment AdminSamantha Quell
(Admin, Innovative)
commented
John - Can you provide more detail on how you're searching and how your records are cataloged? In the example you described, I would expect that if "inside U.S. elections" in included in the series title, it would be searchable. But it may require use of a wildcard or inclusive search option. I want to see if I can replicate, but it would be helpful to have the steps.
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7 votes
An error occurred while saving the comment AdminSamantha Quell
(Admin, Innovative)
commented
Carl - Are you referring to access in the windows client? Because in Leap the check out workform is nested within the patron record and only staff with access to patron records can perform a check out. Or is the issue that these staff also have access to patron records?
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5 votes
An error occurred while saving the comment AdminSamantha Quell
(Admin, Innovative)
commented
Mike - Can you clarify when you'd like to hear this alert? Leap does have some alerts/sounds in circulation workflows. Are you asking for that alert noise to be played for every red toast? Every yellow toast? Something else?
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149 votes
An error occurred while saving the comment AdminSamantha Quell
(Admin, Innovative)
commented
This idea is outside of our agreed upon Idea Graduation Workflow, but because it was just raised in the most recent rount of MEEP voting, I'm going to keep it open for another cycle. Moving to "Under Review" status.
An error occurred while saving the comment AdminSamantha Quell
(Admin, Innovative)
commented
We had two separate ideas related to better handling of display items that I have merged into this single request. It is still to be determined exactly how this workflow will be improved (a status, automatic updates on location), but this idea now combines all the votes, comments, feedback for both so we can consider the best path forward.
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17 votes
An error occurred while saving the comment AdminSamantha Quell
(Admin, Innovative)
commented
There is an administration setting that will transition the status automatically: https://documentation.iii.com/polaris/7.6/Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPitems/Set%20up%20lost%20item%20transition%20to%20missing%20or%20withdrawn.htm?Highlight=lost%20item%20transition
Have you tried using this setting?
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4 votes
An error occurred while saving the comment AdminSamantha Quell
(Admin, Innovative)
commented
Just a quick comment that the reason a patron can receive multiple collection agency blocks when you are reporting by item branch is because they will have a block for each of the libraries that reports them to collections. In theory, all the blocks would be cleared automatically when the patron balance is paid down to $0. If that is not happening, there may be a bug.
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13 votes
An error occurred while saving the comment AdminSamantha Quell
(Admin, Innovative)
commented
Can you elaborate on the ILL use case here? I'd like to better understand the workflow you're trying to prevent.
It is a feature of Polaris Outreach Services to display a prompt when a patron attempts to check out an item they have already circulated (based on their reading history). This will display for all patrons with ORS enabled in their record. If you are not using ORS today, you could try enabling this checkbox for your patrons as a workaround to see how the existing dialog works for you.
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23 votes
An error occurred while saving the comment AdminSamantha Quell
(Admin, Innovative)
commented
Emma - Can you clarify if you're using Leap with the standard authentication method or the OAUTH authenitcation method? This may impact the error data available to Leap.
Just a quick update that we added SA settings to support automatically purging import reports as part of Polaris 7.8, so this enhancement can focus on a similar option for bulk change reports.