Leap resource guide

Solution Properties

Solution ID:

210217105146847

Last Modified Date:

Fri Sep 10 09:42:56 EDT 2021

Taxonomy Path:

Solutions//Leap

Author:

jesse.jensen@iii.com

Leap resource guide

Environment

Description

Empower your library staff with the Polaris Leap web client, which delivers the full power of Polaris ILS public service workflows through a browser. This means your staff can connect with patrons and complete tasks virtually anywhere — even outside the library walls.

Whether you are just beginning to work with Polaris Leap or are looking to brush up on what is available in the most recent release, Innovative Customer Support has prepared this solution in order to provide you with a single location for starting your search for information.

Below are links to documentation, guides, solutions, videos, webinars, and other helpful Leap resources.

Getting started
Training Videos and Guides (no login required)
Webinars (no login required)
Helpful Solutions (Supportal login required)

Getting started

Is your library brand new to Leap? Below are helpful links on how to get started with settings and permissions after Leap has been installed.

Click to expand the getting started information

First, how to access Leap. The root of the URL will be the same as your other Polaris URLs (PowerPAC, SimplyReports, etc.) followed by /leapwebapp - for example, https://library.com/leapwebapp. If you have any questions, please contact your Polaris Site Manager.

Polaris Help or User Documentation is now available without login on our Documentation Portal. The Polaris Leap Overview under Leap Help 6.7 is a great place to start and covers the topics linked below:

Next you will want to review the System Administration settings for Leap - see the help file Setting Leap Options in Polaris Administration.

Many Polaris Administration parameters, profiles, and tables used to set up and administer the Polaris staff client are also used in Leap. Some profiles apply to Leap only. The Workstation-level Leap parameters can be set to configure a Leap workstation where the Polaris staff client is not installed. For more information on the Polaris Administration settings that affect Leap, see the topic Polaris Leap Administration in the Polaris staff client Help.

Finally you will want to review User Permissions and workstations.

We have created a helpful solution : Leap permissions quick start guide
The Help Documentation also has information on the Security settings which control who can access Leap - see Leap Permissions Reference

Training Videos and Guides (no login required)

Start training to use Leap today! Training materials are available for you and your staff to watch with no login required in the Polaris Training and Learning Center.

Click to expand training videos

Click on the topic links below to view training videos in the Polaris Training and Learning Center:

Patron Services (click here)

Leap Basics:

Leap Navigation

Leap Beyond Circulation

Patron Records Creation and Management

Patron Creation in Leap

Merging Patrons in Leap

Circulation Desk

Check in Normal Mode in Leap

Check Out an item in Leap

Check Out an Item On-The-Fly in Leap

Outreach in Polaris and Leap

Holds Management and Notices

Reviewing Holds in Polaris Leap

Serials (click here)

Check in Serials

Serials Checkin in Leap

Serials Checkin - Polaris Client and Leap

Cataloging (click here)

Getting Started with Leap Cataloging

Leap Beyond Circulation

Cataloging Functions in Leap

Bulk Change Bibliographic Records in Leap

Import Bib Records with Remote Database Searching in Leap

Click to expand training guides

These training guides cover a variety of topics and are browseable using the topic links below:

Patron Services

Leap Basics

Customizing Leap Quotes

Offline Circulation

Access Leap Offline

Leap Offline Setup

Upload Leap Offline Transactions

Patron Records Creation and Management

Patron Registration in Leap

Patron Registration Management in Leap

Resource Sharing

Interlibrary Loan Workflow in Leap

System Administration

Maintenance and Upkeep

Set Up Printing in Leap

Webinars (no login required)

Watch, re-watch, or share the free webinars on a variety of Polaris Leap topics. You can find upcoming webinars under Events on support.iii.com.

Click to expand webinars

Click on a title below to watch the recording.

Introduction to Polaris Leap - See how the Polaris Leap web client has re-imagined the staff user experience for libraries. This webinar provides a broad overview of Polaris Leap for libraries considering it for their staff.

Reviewing Holds in Polaris Leap - Join Innovative on this Quick Hits webinar to review placing, managing, and fulfilling holds in the Polaris Leap Web Application.

Cataloging in Polaris Leap - Learn about all of the cataloging functions that can be performed in Polaris Leap.

Leap Beyond Circulation - If you are new to Polaris Leap or looking for additional training, join us to learn about Leap functionality beyond circulation workflows. This webinar covers searching, record sets, bulk changing, and other exciting things that Leap has to offer.

Reaching Out to Patrons: Outreach in Polaris & Leap - Learn about outreach in the Polaris client and Polaris Leap web application. Hear from other libraries on different outreach ideas.

Helpful Solutions (Supportal login required)

The solutions knowledgebase in the Supportal has helpful information based on the incoming tickets and questions received by Polaris Customer Support.

Click to expand solutions

Circulation

eReceipt Default

Fee reason display order in Leap

Leap Circulations in Transactions Database

Leap offline overview and FAQ

System Administration

Adding Leap permissions en masse

Error logging into Leap

How to update the quotes that display on the opening page of Leap

Is it possible to change the default search settings for the Leap Quick Search

Leap login error "You do not have the permission, Access Leap: Allow"