Recent Ideas in the Sandbox

E-mail improvement

4

Instead of e-mailing a record to the e-mail associated with the account, allow the patron to insert an e-mail address.  It could auto-fill with the account e-mail, but allow it to be changed to send a record to someone else.

Instead of a subject line of "Bibliographic Records" autofill the subject line with the title of the record, with the option to alter, e.g. "to read" or "for Aunt Authra."  And allow option to add a note.

A e-mail option more like that in WorldCat.

Status: 
Under review

Improve Holds Stalling

21

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

5

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

10
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

12
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

4

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

18

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

13

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

13

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

More SMS functionality for notifications

19

Many of our patrons use the existing SMS functionality to receive their hold notifications and call number info via text message. It would be great if the SMS functionality could be enhanced such patrons could receive additional types of notifications by text message. And also that the following types of use cases could be possible: Read more »

Category

Status: 
Under review

Catalog search should find one-word variations of separately entered keywords

20

For instance, a keyword search for...

skinny taste cookbook

...currently doesn't return "The Skinnytaste Cookbook" in the search results (because "skinny taste" currently has no relationship with "skinnytaste").

If we changed the search algorithm to include merged variations of keywords, we'd obviously want to test it thoroughly to avoid unintended consequences, but I think it's worth considering.

Status: 
Under review

Remove pagination from Selection List screen

2

Make the selection list screen (where all lineitems are listed) list all lineitems rather than paginate the lineitems into pages of 20.  This will make the interface more consistent because the purchase order screen does not paginate. 

Category

Status: 
Under review

Pop-up message for long overdue materials when checking out to a patron.

7

There are times that library staff decide to check out materials to a patron with an item listed as long overdue and the message pops up for each and every item being checked out.  If they are taking 10 items, we have to OK the message 10 times.  Can this be changed to ONE alert message?  Or something else that would be easier to deal with when the patron is taking many items?

 

Category

Status: 
Under review

Option to Set Default Search View to "Basic"

4

In the staff client, there are currently options in "Workstation Administration" > "Set Search Preferences" to choose a default search library and to set your workstation's default search view to Advanced, Numeric, or MARC Expert.  I would like to see an option to set the workstation's default search view to the "Basic" search.

Category

Status: 
Under review

Prefix and Suffix Field Management

Tags:
9

Evergreen needs an improved interface for adding, deleting and editing the call number prefix or suffix fields.  Currently many script errors display while retrieving the list.  The prefix and suffix often cannot be deleted.  Improvements to deleting a prefix or suffix should include a message indicating the specific prefix or suffix exists in copy records. If staff choose to proceed with the deletion the system would make the field blank in the copy records with that value.

Category

Status: 
Under review

Left and right anchoring fails with parallel titles

7

Parallel titles represent two seperate titles; as such, searches for each title should succeed wherever a search would succeed if the title had been entered alone. Currently parallel titles are indexed as if they are one single title, so left and right anchored searches can fail even when they would succeed on one of the titles entered alone.

For example, consider the title "Le placard [videorecording] = The closet".  We want to find this when we search for titles beginning with "the closet", i.e. title:"^the closet".

Status: 
Under review

When importing from a file in Item Status, give an "ignore all" option for the Not Cataloged pop-up.

11

Sometimes I scan a bunch of item barcodes with a wireless barcode reader where I know or don't care that some of those items won't be in the catalog (like a stack of partially weeded books that I forgot about).  But when I upload the barcodes into Item Status, I have to Alt+O through a bunch of nuisance "Not Cataloged" windows that bring the upload to a halt.

It would be nice if those popups could be suppressed in this circumstance.

Category

Status: 
Under review

OPAC should consider proxmity

19

Evergreen apparently does not currently consider proximity so given everything else equal.  The title "Go Set a Watchman / Harper Lee" should rank higher than a title "Watchman / by Ian Rankin" when using the search terms "watchman lee" because the words Watchman and Lee appear closer in the string.

http://catalog.cwmars.org/eg/opac/results?query=watchman%20lee;qtype=key...

Others may have better examples.

Status: 
Under review

Add "Test notification method" to patron account screen

21

Lots of times patrons call to check on holds, only to find the item has come and gone - and then of course they complain that they were never notified.  This happens with phone, email, and text notifications, with, I'm sure, a variety of reasons for the failure.

It would be helpful to have a "test notification" button next to the email and text options, so when the patron is in the library we can send a test message to their notification option of choice, to make sure it works.  Read more »

Status: 
Under review
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