Leap User Interface
This section describes the elements of the user interface that are available throughout Leap.
In addition to the keyboard shortcuts described below, you can use the Tab key to navigate through workform elements. Leap also supports the use of screen readers (for example, JAWS).
This section covers the following topics:
Leap Header
The Leap header appears at the top of every screen.
The sections below describe each element of the Leap header:
Workforms Tracker
To open the Workforms tracker, select the slide-out 
button.
The Workforms tracker has two tabs:
- Current - Lists the records and record sets you have open.
- Recent - Lists records and record sets you have accessed recently.
The default number of each type of record displayed on the Recent tab is two. You can configure how many records display using the Settings page in Leap or using the Web App: Recent records to retain profile settings in Polaris Administration (staff client). For more information, search for "Staff Client Profiles Reference" in the Polaris staff client help.
You can pin the Workforms tracker by selecting the pushpin icon, filter the list by typing in the Filter Workforms box, or close all the workforms by selecting CLOSE ALL. When you log out of Leap and then sign back in, the tracker remains in the same position (pinned or unpinned) as in your previous session.
Note:
The pushpin icon may not appear when viewing Leap on a narrow screen or window.
Quick Search Box
When you sign in to Leap, the cursor appears in the quick search box where you can scan a patron or item barcode, or enter search criteria to find bibliographic or patron records.
If RFID has been enabled for the workstation, the search button includes an RFID icon.
Find Tool
When you select FIND in the Leap header, the Find Tool opens. You can also open the Find Tool using a keyboard shortcut. You can use the Find Tool to search for records and record sets.
New Menu
The New menu includes options for creating new records, record sets, and templates.
Utilities Menu
The Utilities menu provides links to Leap functions.
- Holds Queue - Opens the Holds Queue workform.
- Outreach Services - Opens the Outreach Services Manager.
- Picklist Processing - Opens the Picklist workform.
- Request Manager - Opens the Request Manager workform.
- Serials Check In - Opens the Find Tool, where you can search for a serial and check in issues or parts. See Serials Check In.
- Visiting Patron Check Out (INN-Reach) - Opens the Visiting Patron Authentication dialog, where you can begin checking an item out to a visiting patron. See Setting Up and Using Visiting Patron (INN-Reach).
- Print Notices - Opens the Notices workform.
- Approval Dashboard - Opens the Approval Dashboard, where you can view, approve, or decline weeding or waiver requests. See Using the Approval Dashboard.
- Background Processing - Opens the Background Processing page, where you can view and manage bibliographic record bulk change processes, MARC imports, and patron bulk change processes.
- Create Unlinked Bibliographic Record Set - Opens the Bibliographic Record Set Setup dialog, where you can create a record set of bibliographic records that are not linked to any item records. See Create a Record Set of Unlinked Cataloging Records.
- Create Unlinked Authority Record Set - Opens the Authority Record Set Setup dialog, where you can create a record set of authority records that are not linked to any bibliographic or authority records. See Create a Record Set of Unlinked Cataloging Records.
- Label Manager - Opens the Label Manager, where you can view and print serial labels and spine labels. See Printing Serial Labels and Printing Spine Labels.
- MARC Import - Opens the MARC Import Setup workform.
Help Menu
The Help menu provides the links to the following resources:
- Leap Topics - Leap online help.
- Keyboard - A list of keyboard shortcuts you can use in Leap.
- About - Information about the Leap application, including the client JavaScript and API versions.
User Menu
Select your username in the upper-right corner of the Leap header to see user options:
- Settings - Opens the Settings page, where you can view or change user-specific settings.
- Clear Cache - Clears stored data from Polaris Administration (staff client) from your browser's cache.
- Refresh Permissions - Refreshes your user permissions with the latest settings from Polaris Administration (staff client).
- Install Offline - Installs Leap Offline on your workstation.
- Refresh Offline Installation - Updates your installation of Leap Offline.
- Logout - Logs you out of Leap.
Leap Workforms
Records, record sets, user settings, and lists (such as the Picklist, Request Manager, and Holds Queue) are displayed in workforms (webpages) where you can add data, sort lists, change data, and perform actions (depending on the record type and your permissions). Workforms contain header data that identify the record or record set, and multiple tabbed views that contain different fields.
Leap workforms include some or all of the following menus, views, and elements:
- Actions Menus
- Refresh Button
- Results Button
- Options Menus
- More Menus
- Navigation Menus
- View Bars
- Button Toolbars
- Required Fields
- Checkboxes
- Action Buttons
- Plus Buttons
- Drop-Down Lists
- Date Fields
- Notifications
- Summary Bars
- List Views
- Filters
- Links to Other Records
You can navigate some of the common menus in each of these workforms using keyboard shortcuts.
ACTIONS Menus
The ACTIONS menu appears on workforms where you can initiate a process or modify a record. It may appear in a workform header or above a list view.
When you select an ACTION button in a workform header, the drop-down list opens with actions available for the record as a whole.
ACTION menus in list views are activated only when one or more entries are selected in the list. You first select the entries to which you want to apply the action, then select the appropriate action from the drop-down list.
REFRESH Button
You can select 
in a workform header to see recent updates to the record or record set.
RESULTS Button
If you have opened a record from the Find Tool results, you can select 
to return to the Find Tool results list. If the workform is displayed in a narrow view or window, only the icon appears on the button.
Options Menus
Options menus provide selections for additional functions, such as the column and filter options for the Find Tool.
More Menus
Some record views contain a More menu that contains additional views and options. Select the down arrow next to More to display the list.
Navigation Menus
You can move through a patron record in Leap by selecting an option in the left navigation menu.
View Bars
View bars provide tabs for different views of a workform. Some tabs include summary information, such as the number of items checked out and overdue for a patron record. The tab for the active view appears in blue.
Button Toolbars
Button toolbars appear at the top of lists and contain buttons for performing actions on items in the list.
Required Fields
Fields marked with an asterisk are required.
Checkboxes
Some checkboxes are used to apply an option, such as maintaining a reading list for a patron.
Other checkboxes are used to select a line or lines in a list view and then apply the same function to the selected lines.
For example, select the checkbox next to a hold in the Picklist and select Located. When you select an entry or entries in the list, the action buttons become brighter if the action can be performed on the selected entries.
To check all the boxes in a list view, select the box in the list header.
Action Buttons
Buttons, such as 
, are used to perform an action.
Plus Buttons
Buttons labeled with a plus sign, such as 
, expand the area on the page so you can enter information.
Drop-Down Lists
Select an entry in a drop-down list box You can type the first letter of the entry to quickly go to that portion of a list.
Date Fields
When you select a date field, a calendar control appears.
To locate and select a date, do the following:
- Select the date in the current month.
- Select the left arrow to go to the previous month.
- Select the right arrow to go to the next month.
- Select the month at the top of the calendar to open the month list, and select the month.
- Select the year at the top of the calendar to open the year list, and select the year.
Notifications
Green notifications appear when an action is successful, and red notifications appear when there is a problem with an action or a blocking condition prevents the action from occurring. In most cases, notifications in Leap appear under the same circumstances as they do in the Polaris staff client.
Summary Bars
A summary bar appears at the top of list views, such as the Charges view and the Claims view.
List Views
In list views, such as a list of the items the patron has checked out, the line items are displayed in rows with sortable column headers. To sort the line items, select a column header. To perform actions on a line item, select the checkbox. If you select the checkbox in the header, the checkboxes are selected for all lines. When multiple lines are selected, the buttons are activated for the actions that are possible for all the selected lines.
Filters
Some list views, such as the Holds list view, have filters which will filter the list as you type. The filter works on any data column. For example, if you start typing a number and a call number begins with that number, the list will show only those line items with call numbers that match the filter entry.
Links to Other Records
To go from a record to another linked record or to an associated list view, select LINKS and select an option in the drop-down list, or select a blue text link.
Properties Windows
You can view record properties for a record by selecting 
on a record workform.
You can also select a hold request listed in the Request Manager or Picklist, and select 
.
The Hold Properties window opens with the Hold Request tab displayed.
Select Item to go to the Item view.
Select About to go to the About view.
