In the Attic - Ideas No Longer Under Consideration

Add ability to view all active holds on a system level to the Holds Manager

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2

Right now we can filter by branch, but not by system.  Branched libraries are requesting the means to view all system holds at once.

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Status: 
In the attic

Volume/Copy Templates: Rename/Sort/Find

1

Three suggestions in one:

  1. An easier way to rename volume/copy templates instead of
    > Apply
    > Save
    > Name
    > Choose the old one
    > Delete
  2. A more streamlined way of sorting templates. (Currently, template sorting is case-sensitive [“Name” before “name”] and favors punctuation over nothing [“Name – Example” before “Name”].
  3. Ability to key up and down when template field is highlighted instead of choosing from drop-down menu every time.

 

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Status: 
In the attic

Replace (Handicap) Terminology in Patron Profile

2

When placing a Main (Profile) for a Patron in the Permission Group box, the term "Handicap" should be replaced with a more friendly term. It will help to seem more sensitive to those who need assistance and prevent future confrontations if the terminology is changed sooner rather than later. P Challenged (Physically Challenged). or impaired...etc.

 

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Status: 
In the attic

Automatically Set Home Library with Zip Code Provided

3

When a patron applies for a new library card, or changes addresses for that matter, woudln't it make sense to have the home library automatically be set to match the patrons zipcode and not the library presenting the card?  If not, I'm curious as to the reason why it doesn't ? It justs seems like a confusing aspect of the software. If a patron wants to change the pick up library it is an option the way things stand now.

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Status: 
In the attic

Option to email a receipt

7

I understand that we may someday be able to offer an emailed Date Due receipt to patrons after they check out, but I would also like to be able to offer patrons an emailed receipt when they pay overdue fines or  after they pay for lost and damaged items. 

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In the attic

block accounts with billed books

1

Old system would prevent patrons from using their account if a book was marked "lost"  even if it was below $10.

In a related issue - couls evergreen be able to prevent a partial payment on a "lost" item.

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Status: 
In the attic

Circulation - Recognize State Identification Barcodes

1

Why can't we use patron state license and identification barcodes in the ILS to identify someone?

November 4th 2013 In a report to the MBLC The Buyer Focus Group released by Kress & Associates indicated that there was a great desire by Massachusetts residents to have a state wide library card. This library card would allow any legal resident to check out items from any particpating library within Massachusetts. Nothing has been done since to move in this direction. Read more »

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Status: 
In the attic

Allow user to actually cancel Receive/Move Selected operation midway through.

7

If you accidentally pick the wrong issuance to receive, there is no way to stop the process.  The Cancel buttons on the barcode and call number pop-ups don't actually cancel anything, they just force the issuance through with default-generated values.  Then you have to set that issuance back to expected and start over.  This is a tedious process.

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Status: 
In the attic

Items out total

2

When an item is marked "Claims Returned" it still shows up in the Items out total in the patron info portion of the screen. This gets confusing when a patron doesn't have any items actually checked out. Is there a way to remove this from the total?

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Status: 
In the attic

Create an Address "Invalidate" Button

15

The buttons that allow us quickly mark an email address or phone number as "Invalid" are really useful. A similar button to show that an address was invalid would save a huge amount of time and would help cut down on the number of Alert Messages. I type individual Alerts about updating mailing addresses for patrons at least 3 times a day, and sometimes many more!

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Status: 
In the attic

View Holds on a Title Record in Staff Client - filter by org unit

7

-- Viewing the total list of holds 

  Read more »

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Status: 
In the attic

Better handling of Not Cataloged messages during barcode Upload From File

0

The Item Status screen lets you enter barcodes or upload them from a file. When text that is not an item barcode is encountered a "Not Cataloged" dialogue is diplayed, which is appropriate when entering individual barcodes, but a disaster when uploading barcodes from a file. A file may contain hundreds of lines of text which are not valid item barcodes (even if they once were—the items may have been deleted) and requiring the user to aknowledge a dialogue box for each greatly diminishes the usefulness of this tool. Read more »

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Status: 
In the attic

Damaged Items - Workflow Improvements

3

When a returned item is damaged, staff would like an easy option to charge the patron for the damage at time of check in. Staff would mark the item damaged and be given the three options of no charge, charge a variable amount in free text, or full item price and processing fee. Taking this action would also mark the item as damaged, making it invisible in OPAC searches and not holdable. When staff chooses the option to charge full price, if a price is entered in item attributes, either a default price or a price assigned at cataloging, the price is shown to staff but cannot be edited. Read more »

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Status: 
In the attic

Option to copy notifications to Patron Message Center

1

We would like an option to add copies of certain types of notifications to the Patron Message Center at the same time they are emailed out. This would partially assist with the problem of emails getting lost in spam filters, particularly for patrons who use certain email services that are notorious for not allowing our emails through (ahem, AOL).

I would like to see it as an option on the Notifications/Action Triggers screen for each type of notification.

Status: 
In the attic

Mark records in search results to add to a list

5

Our libraries would like the ability to select multiple records in search results and add them to a list.  

This development will need to determine how this would work with existing Add to List links (i.e. would there be checkboxes instead of links that users could select one or multiple records?)

Status: 
In the attic

Ability to add more status codes

8

Please add the capability to add more status codes to Evergreen such as Display.  We would love to be able to add these codes now and in the future.

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Status: 
In the attic

Owning Library can't mark items lost paid for by other libraries

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1

The owning library should have the ability to mark an item "Lost". Read more »

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Status: 
In the attic

Local holds

0

Holds to be placed on local items only and not go to out of town if local library owns it even if the item is out.

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Status: 
In the attic

Lost Items in Items Out

2

On a patron’s record, when an item ages to “Lost” and a bill is generated, the item title doesn’t appear in the “Items Out” section of the patron’s” record.  It only appears if you click on “Bills”. Read more »

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Status: 
In the attic

Preferred Name

4

I looked over this site, but I could not find whether or not this has been addressed but I think that we need a preferred name field in Evergreen.This would help us to better address the needs of transgender patrons. I am an Assistant Director in a lower socioeconomic area, and would like to be able to address Ethan's transistion while his ID currently says Sarah. We currently put this information in the notes field, but I feel it does not address the issue properly. 

 

Category

Status: 
In the attic
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