Recent Ideas in the Sandbox

One override to allow for multiple renewals in one transaction

5

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

Add more fields to batch edit user buckets

1

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

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

Category

Status: 
Under review

Set default numeric search type

6

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:
1

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

14

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:
18

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

21

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

13

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:
11

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

Editable patron notes

Tags:
32

Patron 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

Offer option to place multiple monographic parts on hold at once

Tags:
20

When placing a hold, patrons should be able to select more than one part at once.

Category

Status: 
Under review

Update copy status from Check In / Item Status window

25

Have a popup menu option to select from Actions that will allow circ staff to quick-change an item's status without having to open up the Item Attribute Editor.  (Example: Rather than Damage out an item that can be repaired while clearing the dropbox, be able to immediately mark it Mending or Temporarily Unavailable.)

Read more »

Category

Status: 
Under review

Automatic Renewal of materials if items have renewal available

25

It would be beneficial to patrons to have automatic renewal available if the item or items they have checked out has renewals available.

Category

Status: 
Under review

Flow control for holds

43

I'm merging two previously-submitted ideas into one that allows users to control the flow of their holds. 

The previously-mentioned use cases are below:

 

- The ability to maintain a Netflix-style queue where patrons can control the order in which a batch of holds is received. The order could be based on the sequence of a series or a sequence determine by the user.

- The ability to control how many books / DVDs, etc. the patron receives at one time so that all of their holds don't arrive at once.  Read more »

Category

Status: 
Under review

Alert Message or Note Display on Hold Slip

12

The library would like a way to put an alert message on the hold slip (item going to holds shelf) alerting staff to special requests made by the patron, for example Don't leave phone message with husband. There does not appear to be a field for this display on the slip. This is an alert to display on all Holds placed for a specific patron and therefore the Hold Note is not a good option for this need.

 

Read more »

Category

Status: 
Under review

keep limited holds history for when patrons claim not to have an item belonging to another library

3

I know this probably breaks with confidentiality etiquette, but it would be helpful to keep a little bit of holds history on bib records that we could access.

Category

Status: 
Under review

MARC Batch Edit

3

Millennium had a feature called rapid update for bibliographic records which allowed a cataloger to put a group of MARC records into a file and add, delete or edit a MARC field using terms and an interface friendly to catalogers (not regular expressions).

With th existing feature, MARC Batch Edit, you have to replace the entire field not just a substring.  For instance, we want ot replace URI in the 856 and strip out the EZ-Proxy prefix.

Category

Status: 
Under review

Sort Magazines

10

Currently, magazines/serials are sorted alphanumerically in the catalog by library-entered call number - for popular titles, this can amount to hundreds of issues across a consortium categorized in a less-than-ideal way. Have Evergreen sort titles chronologically by YYYY-MM-DD according to the "Date Created", "Date Active", "Issuance Label", "Date Published", or "Date Expected" fields.

Category

Status: 
Under review

Provide a way for hold notifications to be updated when patron information is updated

37

The hold notification options for phone, email, and SMS (if enabled) are stored in each individual hold. When a patron's record or hold notification preferences are updated, notifications stored in existing holds are not changed. Consequently, some holds may be storing invalid notification data.

It would be useful to have a mechanism to warn the user or staff member that holds exist and may need updating, or to have a process to selectively update the holds automatically.

There are many ways to approach this. One proposed solution is described in this launchpad bug: Read more »

Category

Status: 
Under review

Claims Returned Receipt

12

When an item is marked Claims Returned, it would be helpful to be able to trigger a configurable receipt (presumably through the Action Trigger Notifications interface) that we could give to the patron that explains our policy.

Category

Status: 
Under review
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