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  1. MARC import 020 match point

    7 votes

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    UNDER REVIEW  ·  2 comments  ·  ILS - Polaris » Cataloging & Metadata Management  ·  Admin →
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    Wes Osborn commented  · 

    Would the first part of this request be similar to: https://ideas.iii.com/forums/951742-ils-polaris/suggestions/48105074-import-profile-rention-tag-020-shoudn-t-duplicat

  2. Add newer LEAP Pagination to MARC Import Background Processing Screen

    2 votes

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    0 comments  ·  ILS - Polaris » Cataloging & Metadata Management  ·  Admin →
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  3. Allow linking to SRSS portal / Reports and Notices in Leap

    1 vote

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    2 comments  ·  ILS - Polaris » Reporting & Analytics  ·  Admin →
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    Wes Osborn commented  · 

    Could you share your support ticket # for reference?

  4. Option to Post Holdings to OCLC

    5 votes

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    UNDER REVIEW  ·  1 comment  ·  ILS - Polaris » Cataloging & Metadata Management  ·  Admin →
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    Wes Osborn commented  · 

    Another option just to put out there for consideration is this script that will sync the additional and deletion of holdings automatically: https://forum.innovativeusers.org/t/oclc-worldcat-data-sync-powershell-script/2754

  5. ExpressCheck Language String Placeholder Breaks Item Information Display

    7 votes

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    UNDER REVIEW  ·  0 comments  ·  ILS - Polaris » Circulation, Access Services & Fulfillment  ·  Admin →
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    Wes Osborn supported this idea  · 

  6. Allow greater customization of slips/receipts

    85 votes

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    UNDER REVIEW  ·  19 comments  ·  ILS - Polaris » Circulation, Access Services & Fulfillment  ·  Admin →
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    Wes Osborn commented  · 

    @Shaket printing all other held items out doesn't seem to match what I'm seeing the documentation for the notes field: https://documentation.iii.com/polaris/8.0/Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPreceipts/Set_hold_slip_options.htm

    You've checked with support and confirmed that is expected behavior?

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    Wes Osborn commented  · 

    Maybe one way of getting more delivery type information on the receipts would be to have a Printed Name in the branch record. Currently, there is a Display Name, if a Printed Name could be added that would be a helpful place to include the needed delivery/sorting information. That would mirror how InnReach works.

    Wes Osborn supported this idea  · 

  7. Remove Branch Requirement from Patron Bulk Change

    24 votes

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    UNDER REVIEW  ·  3 comments  ·  ILS - Polaris » Customer Relationship & Account Management  ·  Admin →
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    Wes Osborn commented  · 

    This came up again recently. Again, I would suggest that Leap have some information show on the screen that you have to select a registered branch. Even if it was just additional text on the screen near the patron code selector that would be helpful.

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    Wes Osborn commented  · 

    If this can't be implemented, the Leap patron bulk change process should make it clearer that you must change the patron's registered branch. Right now that is pretty unclear, whereas in the client it would give you a more specific error message.

  8. Clarify Transaction History Display Behavior

    3 votes

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    UNDER REVIEW  ·  0 comments  ·  ILS - Polaris » Customer Relationship & Account Management  ·  Admin →
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  9. Make phone number searching better

    38 votes

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    UNDER REVIEW  ·  6 comments  ·  ILS - Polaris » Customer Relationship & Account Management  ·  Admin →
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    Wes Osborn commented  · 

    We would need the normalized search to work through the PAPI as well as within the Leap client.

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    Wes Osborn commented  · 

    Sigh. This came up again today. So wild, there is no phone number normalization going on for search.

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    Wes Osborn commented  · 

    Specifically the issue here in leap seems to be looking for SOME sort of delimiter. So, 614.837.8533 will match 614-837-8533 but 6148378533 will NOT match either of those.

    Wes Osborn shared this idea  · 

  10. Make “Satisfied By” list in Hold Request screen sortable and filterable

    5 votes

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    UNDER REVIEW  ·  0 comments  ·  ILS - Polaris » Circulation, Access Services & Fulfillment  ·  Admin →
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  11. Add support for direct print (QZ tray) to leap offline

    11 votes

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    UNDER REVIEW  ·  0 comments  ·  ILS - Polaris » Circulation, Access Services & Fulfillment  ·  Admin →
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  12. Merge patron function should also create a new Dated Note

    22 votes

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    UNDER REVIEW  ·  1 comment  ·  ILS - Polaris » Circulation, Access Services & Fulfillment  ·  Admin →
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    Wes Osborn commented  · 

    Good catch!

    Wes Osborn supported this idea  · 

  13. Free Text Option in Leap MARC Editor

    40 votes

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    UNDER REVIEW  ·  6 comments  ·  ILS - Polaris » Cataloging & Metadata Management  ·  Admin →
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    Wes Osborn commented  · 

    Also being able to copy / paste a set of fields in and out of marc records might be enough if that was supported current line editor. But you need to be able to do multiple at a time easily without having to use the compare.

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    Wes Osborn commented  · 

    Also, I would caution about leaving the current field by field editor the default. I think that should be a user toggle option as to which one opens up when you go to edit a record.

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    Wes Osborn commented  · 

    If you want people to edit MARC records more in Leap, you're gonna need something like this. I wonder what happens when people bork the record by leaving out a space or something in a fixed field.

    This would likely make it easier to support things like undos since that is built in to most web browsers in free text fields.

    I don't think it has to be permissioned on our end, there are so few people editing MARC records and those who don't feel comfortable with something like this are unlikely to use it. I suppose a middle ground option would be an enable/disable at a branch level to give you some degree of control.

    Wes Osborn supported this idea  · 

  14. Automatically change items stuck in transit to missing

    94 votes

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    UNDER REVIEW  ·  10 comments  ·  ILS - Polaris » Circulation, Access Services & Fulfillment  ·  Admin →
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    Wes Osborn commented  · 

    Automating this or at least making the manual process easier without having to log into multiple branches would be great.

  15. Patron notifications for holds that become unavailable

    19 votes

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    UNDER REVIEW  ·  3 comments  ·  ILS - Polaris » Circulation, Access Services & Fulfillment  ·  Admin →
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    Wes Osborn commented  · 

    Do you have hold cancellation notices turned on in your organization? Those are slightly lacking right now because there is a no reason listed on the notices, but in theory that should be coming soon: https://portal.productboard.com/iii/6-innovative-product-status-board-new/c/1098-enter-a-reason-when-cancelling-holds-

  16. LEAP: Change status from checkout to Lost or Damage in an item's record

    7 votes

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    UNDER REVIEW  ·  1 comment  ·  ILS - Polaris » Circulation, Access Services & Fulfillment  ·  Admin →
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    Wes Osborn commented  · 

    Maybe adding damaged check-in the to Action menu would be another option.

  17. FIND TOOL: 1. PLEASE enable the Find Tool window to be EXPANDABLE. 2. PLEASE allow the context box to stay/be remembered when switching be

    9 votes

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    UNDER REVIEW  ·  1 comment  ·  ILS - Polaris » Discovery & OPAC  ·  Admin →
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    Wes Osborn commented  · 

    Find tool window expansion is coming in 8.1: https://portal.productboard.com/iii/6-innovative-product-status-board-new/c/1095-find-tool-window-expansion-

    Here is the issue to vote on for printing from the find tool that you should vote & comment on: https://ideas.iii.com/forums/951742-ils-polaris/suggestions/46530688-leap-print-from-find-tool

  18. Keep search terms when switching type of search in find tool

    24 votes

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    UNDER REVIEW  ·  4 comments  ·  ILS - Polaris » Discovery & OPAC  ·  Admin →
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    Wes Osborn commented  · 

    @Sherri: Find Tool window expansion is coming in Polaris 8.1: https://portal.productboard.com/iii/6-innovative-product-status-board-new/c/1095-find-tool-window-expansion-

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    Wes Osborn commented  · 

    This would be lovely to have in Leap! Along with an icon or glyph to clear the entry, which would improve upon the staff desktop client experience.

    Wes Osborn supported this idea  · 

  19. Ability to bulk change item templates

    36 votes

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    UNDER REVIEW  ·  3 comments  ·  ILS - Polaris » Cataloging & Metadata Management  ·  Admin →
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    Wes Osborn commented  · 

    Being able to do this via bulk update would certainly help us feel more confident about moving to hosted at some point in the future - since we'd lose our SQL write access.

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  20. Polaris 8.1 - Bulk update held until dates

    47 votes

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    PLANNED  ·  8 comments  ·  ILS - Polaris » Circulation, Access Services & Fulfillment  ·  Admin →
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    Wes Osborn commented  · 

    @Carl you might want to open a new Idea on that ILL Request part. Making that field editable at all is likely to be its own major project due to the interactions and implications that it might have on parts of the ILL workflow.

    In the case of "normal" holds, staff could already go in and update the held until date one by one, so adding the bulk update functionality is *relatively* more straightforward.

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    Wes Osborn commented  · 

    This is something we regularly need to do via SQL for branches closing for expected and unexpected reasons. It would be great to see this supported via an official UI so we could feel more confident about making the change. Support for this also moves us closer to being about to seriously consider hosting.

    Wes Osborn supported this idea  · 
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