Recent Ideas in the Sandbox

Patrons in collections - improve display

5

Modify the display to make it more obvious when a patron is in collections.

We have policies related to patrons that are in collections (for instance, the patron must be referred to the library that sent them to collections to resolve their bill and clear their account) but the interface doesn't make it obvious that the patron is in collections so staff sometimes overlook the fact and don't follow the proper procedure.

Category

Status: 
Under review

Citations

13

Our libraries, especially the academics would like a cite option under tools.  Ideally it would give a basic citation in MLA and APA format that they could cut and paste into another tool or citation manager.  

I don't see a separate idea relating specifically to citations so I am adding it here.

Status: 
Under review

Enter ISBN into ISBN field in Item Status

10

In item status, we would like to add our own ISBN to the ISBN box provided so that our items would be accurate. When we are replacing items or patrons are paying for them, this enhancement  would be very helpful in distinguishing the correct copy (hardcover or paperback) for replacement or payment.

Category

Status: 
Under review

Ability to sort within the P.O.

Tags:
4

The ability to sort within the PO level of acquisitions. The Selection List level is already in alpha order, which is great. But it would be helpful (especially when some orders get to 80-90 items) to have either the same alpha sort as in the Selection List or the ability to sort ourselves as needed

Category

Status: 
Under review

Patron Search default field - customizable

1

Right now, when the “Patron Search” option is selected, the cursor defaults to the “Last Name” box. However, more often than not, the search is being performed using the patron’s library card and the bar code needs to be scanned in. Read more »

Category

Status: 
Under review

Easier Way to get to View Holds

18

Currently to find out where a patron falls in a list of requests for the same item, staff is restricted to first switching to “Show in Catalog”.  It would be an enhancement if staff could access this information whenever, and wherever, they are viewing the title of the item in question.  Particularly when in the “Hold” tab of the patron’s record. Read more »

Category

Status: 
Under review

Closed Dates apply for same day in fine calculation

27

It would be very helpful if the closed dates editor could allow for same day closings to be automatically be fine-free.  Closing on short notice because of bad weather or any type of emergency would then not penalize our patrons.

 

Category

Status: 
Under review

Active search field on Client View Holds screen

5

An active search field should be available on the record View Hold screen in order to eliminate using the dropdown menu to return to the OPAC view to continue searching for items.

Category

Status: 
Under review

Articles ignored in sorting

14

When sorting by title, "A", "An", and "The" are used when they are the first word, which is NOT helpful when trying to locate a title (reports, item status, patron record - holds and items checked out, and there may be other places). Read more »

Category

Status: 
Under review

My List under Staff Login

10

I'd like to see a list creation from capability from the staff login application to Evergreen.  At present, I have to login as a patron to create a list, for instance, for our book display.  It would be better to have that capability while logged into our staff access screens. Read more »

Category

Status: 
Under review

My Library First in Library OPAC List (Global Catalog)

21

We spend a lot of time toggling between Bibliomation global catalog and scrolling down to search in our catalog only. We would like an option of our library on top, followed by Bibliomation, followed by the rest of the list in the drop-down menu.

Status: 
Under review

Search Multiple Vendors in Acquisitions

3

We would like an easy way to search multiple acquisitions vendors at once, get back availability and pricing information, and create an order for the best option.  

Category

Status: 
Under review

Improve Holds Stalling

27

Because of Opportunistic Holds capture, an available item may be on the shelf at the pickup location but another library checks in an available copy and the item goes in transit to fill the Hold at the pickup location.  This is because the item at the other library is checked in before the pickup location checks in their copy.

Holds stalling stops other items from filling the Hold for x days giving the pickup location time to check in their copy.

Problem with currently stalling behavior: (Library Setting Soft Stalling Interval) Read more »

Category

Status: 
Under review

Ability to do batch call number updates from copy buckets

8

This was originally part of the idea submitted at http://masslnc.org/node/2961. I'm separating it out so that people have an opportunity to show support for each distinct idea.

Currently, you can only do batch item attribute updates from a copy bucket. This request is to allow users to perform batch call number updates from a copy bucket too.

Category

Status: 
Under review

Offline Circulation - improve error handling

11
Allow check outs to go through for many situations that now result in an exception to be handled after the upload processing.  Allow the user the ability to reload rejected items.  Customize override or configure exceptions.  

 

Category

Status: 
Under review

Allow users to open search results in new tabs

14
I'd like to be able to open item record pages from a search into a new Evergreen tab. Often in a search I have several items from a page of results that I want to compare, or just be able to view them concurrently. As it is, the only way I've found to do this is to run the same search in multiple tabs, which is time-consuming and unwieldy.

Category

Status: 
Under review

"Limit to Available" should work even when search results are from an "expert" search

5

Currently "Limit to Available" fails to eliminate unavailable items when applied to an "expert" search (i.e. that is one that uses marc fields and subfields). This limitation should be removed.

If for some reason this limitation can not be removed, the "Limit to Available" option should at least be hidden when it cannot be used.

Status: 
Under review

In-house use statistics should be visible when viewing item details

26

Evergreen's "Record In-House Use" function keeps statistics on items used within the library. These stats do not show on the item details pages. They can only be retrieved by running a report. It would be useful if in-house use statistics were visible on the item details screen and ideally also as a pickable column.

Category

Status: 
Under review

Give an option to update contact info from the Place Hold page

18

This was suggested to me by circ staff here.

It should be possible to update contact info either directly from the Place Hold page or else give staff the option of opening the patron's account directly from the page.  Staff may not always start from a patron's account when placing a hold and may not catch an out of date phone number/email.  The Place Hold page should also display the current phone number on the account, too.  It's a strange omission.

Category

Status: 
Under review

Ability to backdate renewal dates or option to automatically waive fines

17

At times we need to renew after the request, e.g. messages left over the weekend, and if items have become overdue it takes several more steps to also remove the fine. I am thinking something like "amnesty mode renewals", similar to amnesty mode check-in" would be a big help.

 

Category

Status: 
Under review
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