Recent Ideas in the Sandbox

Add Search Parameters to Item Status

2

Provide the same search capabilities to the Item Status screen that we have in Search Catalog.

Category

Status: 
Under review

Add a box for Staff Initials when creating a new library card.

9

Since we no longer keep the paper applications for very long, and a mistake might not be noticed right away, it would be helpful to have the staff initials on any library card they create.  We do have someone check applications against the Evergreen info, but sometimes it's the patron trying to fool us, or the staff miss the mistake.

thanks

Category

Status: 
Under review

Column picker improvements

14

Here are two column picker improvement ideas. (I'm happy to split these into posts if that is more appropriate).

1. The column picker should remain on screen until dismissed. Currently the column picker closes whenever a column is added or removed from the selection. Because adding or removing multiple columns is so common the user should be allowed to open the column picker a single time and add or remove any number of columns. The column picker could then be dismissed by clicking outside of the column picker or by clicked an "x" or other appropriate close button.

Category

Status: 
Under review

Patron registration - parent/guardian field relationship

7

In additional to the free text parent/guardian field, we've had requests from some libraries to add an additional field with a dropdown list indicating the relationship.

Category

Status: 
Under review

Carry over more fields when cloning patrons

7

We've had requests to copy additional fields when cloning a patron. In most cases, a parent card is created first and then juvenile cards are cloned from that card, so the parent's ID is used, as well as the email address and phone number.

Category

Status: 
Under review

Items Out Receipt - Option to print number of remaining renewals

6

We had a request from a library for an option to print the number of possible remaining renewals for each item on the Items Out receipt.

Category

Status: 
Under review

Hide irrelevant fields on patron registration form

6

The Claims Returned and Claims Never Checked Out fields don't make any sense on the new patron registration form, only when editing existing patrons.

Category

Status: 
Under review

Distinguish between alerts and blocks in patron summary bar

6

In the web client, if you add an alert or a block (from the Messages interface) they both show up in red/bold text under the patron name on the patron summary bar. However, staff need to go to the Messages screen in order to see if one or both of them are blocks.

Perhaps the word "block" could either be placed at the beginning or end of the alerts that are blocks.

Category

Status: 
Under review

Web Client Color Coding

8

Our front-line staff have requested that different common pages (check in, check out, and item status, specifically) be color-coded to give a visual indicator as to which page they are on. 

In addition, there are certain types of alerts (such as the alert on the top of the page when doing a back-dated checkin) that they feel are too subtle.

Category

Status: 
Under review

Staff should be flagged in "checkout" when a patron's registration will soon expire.

11

It is very frustrating for patrons when their registrations expire now that there is much they can do from home.  It would help if patrons expiring in the calendar month/year would have some alert on their records.  For instance, all card holders expiring in October 2017 would have some sort of message/alert on their checkout screens beginning Sept. 30, 2017.  That way staff can stay ahead of the game.

Category

Status: 
Under review

An expired registration should not interfere with patron at home Evergreen use. Messages should be clear.

18

A patron whose registration has expired should be able to renew library materials and place holds from home.  A message should let the patron know that these transactions went through but before checking out more items, they would need to update their registration. 

Category

Status: 
Under review

One override to allow for multiple renewals in one transaction

16

The current workflow if an override is needed on multiple items being renewed is you have to click an override for every item. We would like to see one override that covers all items in the transaction, same as it does for check outs.

Category

Status: 
Under review

User Buckets - Additional Features

6

(Updated title and content with more ideas - Terran 11/1/2017)

Our staff are excited about the new user buckets and batch editing, but there are more things we'd like to be able to do:

 

Additional batch editing functions:

  • Add new Alerts or Notes
  • Change addresses
  • Change phone numbers
  • Change email address

 

Category

Status: 
Under review

Set default numeric search type

11

For catalogers, it would be helpful to have a default entry on Numeric Search that can be set in Workstation Settings so that they can go straight to searching by TCN, Call Number, or Barcode rather than just ISBN.

 

Read more »

Category

Status: 
Under review

Ability to set preferred landing tab in patron record

Tags:
2

Just like being able to set a default view in the MARC record, we've had requests for a default patron view by workstation (currently the only options are CKO and Billing [Library Setting]).

Category

Status: 
Under review

Rename buckets

23

Once created, bucket names are currently static.  Staff would like to be able to update the names to reflect updated contents on occasion.

Category

Status: 
Under review

Editable templates

Tags:
24

When developing a new template in the reporter, in order to add, remove, or fix an element, you have to clone the original report to do so.  It would hugely helpful to be able to edit existing templates (by the template owner).

Category

Status: 
Under review

Improved copy template management system

29

This idea is a combination of three previously-submitted MassLNC ideas and is something that has been discussed in the comments for a few years. 

The idea is to create a new copy template management system that makes it easier for users to create, edit, use, rename, and share copy templates. The specific improvements mentioned in different ideas are:

Category

Status: 
Under review

Homebound/Outreach Module

23

We serve a lot of homebound/outreach patrons for whom staff are responsible for providing RA selection rather than just recommendations.  Having a module that would allow staff the ability to maintain a brief circulation history with the option for staff to enter notes/ratings based on feedback (patrons would have to opt in, of course) would be exceptionally helpful.  That circ history would just be a yes/no on having previously borrowed rather than a detailed history.

Category

Status: 
Under review

Editable Copy Notes

Tags:
21

Copy notes currently may only be created and deleted, not edited.  It would be helpful to be able to revisit an existing note with updates.

Category

Status: 
Under review
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