Recent Ideas in the Sandbox

Batch loader improvement (Vandelay)

3

Once the queue has been processed with a record match set any changes to the bib records do affect non-imported records in the queue. If duplicate records are merged then there will be an error that the bib record is not found. If you load based on single match you cannot merge duplicate records and then resume the load. You either finish the load based on best match and then merge records or you merge the records and then reload the queue. This means all records have to be loaded the second time as there’s no way of knowing which were imported and which were non-imported.

Category

Status: 
Under review

Ability to search prefixes and parts

4

This is important in the staff client as well as the public opac.

Status: 
Under review

Ability to move all holdings from one record to another in a single step.

8

Category

Status: 
Under review

Ability to create Copy Buckets by searching fields other than Barcode

6

Currently, we can only search for copies to add to a bucket by Barcode.   Reports are more for statistical purposes, we need Buckets to be more interactive and flexible to make it easier for us to do small database maintenance projects when we do not have the item barcode (if we had the barcode, we could use Item Status!)

Category

Status: 
Under review

Ability to configure match set when duplicates found in batch loading (Vandelay)

3

Currently duplicate records in the file load. This is because processing the queue with the record match set tells the system if there is a match or not. If the file has duplicate records the system does not see this as a match. Would like report of duplicate records in the file, giving the matchpoint and configurable to add other fields such as title, publisher, date. Ideally would like to prevent duplicates from loading in the first place. 

Category

Status: 
Under review

Display fund name when showing the fund details

4

(i.e. Fund Details (BW Adult Fiction)) the fund is only identified on the Summary tab so if you are interrupted when in Allocations, Debits, or Tags you cannot tell what fund you are in when you return to it without going back to Summary

Category

Status: 
Under review

Support display of cancelled orders in the OPAC

0
"I have numerous items that I want to change the status to ""cancelled"", until I can reorder. Then, once I reorder, the system would change the status back to ""on order"". Currently, when an item gets cancelled in acquisitions it is removed from displaying in the OPAC.
 
If this was to go to development, then I suggest a very useful function that we had in Millennium Acquisitions. We were able to manually change the status of a cancelled item to ""cancelled"".

Category

Status: 
Under review

Sticky displays for providers, funds, and fund sources

3
While in a Provider, have the tabs "sticky" so the last tab opened remains as the default displayed on opening that Provider until changed;  give columns within the tabs the same flexibility as above (picker, rearrange, adjustable, sorting)
 
While in Fund Details, have the tabs "sticky" so the last tab opened remains as the default displayed on opening that Provider until changed;  give columns within the  tabs the same flexibility as above (picker, rearrange, adjustable, sorting)
 
Allow locally-selected default for Contex

Category

Status: 
Under review

Set status to received not in-process when copies received through acquisitions

Tags:
2
"The status field is deceiving when it says ""IN PROCESS"" when in the barcode field and call # field it has an ORDER #. 
 
WE NEED IT TO SAY ""RECEIVED"" and NOT ""IN PROCESS."" When we have received the item in the Acquisitions part of Evergreen, we would REALLY, REALLY like the status field to say ""RECEIVED"" as soon as it says ""RECEIVED"" in the Acquisitions part of Evergreen and then it will reflect the CORRECT status so no one will have a question about what status the item is in.

Category

Status: 
Under review

Ability to select multiple tags for funds when adding new tags to a fund

2

When adding Fund Tags, allow for the selection of multiple tags to be added all at once instead of having to add one at a time

Category

Status: 
Under review

Provider tags

2

Allow tagging of Providers, similar to Fund Tags, including the ability to search/filter by Provider Tags

Category

Status: 
Under review

Provider URLs in provider records set as a hot links

2

Might it be possible sometime down the road to have the URL in the Provider record as a hot link to quickly open the vendor site (in a new window)?  Then if we need to print out a paper copy of an invoice in the list, we could just click on the link to the Provider record, then click on the URL to access the vendor site.  And if that can be done, how about a hot link to the EDI account Host (vendor FTP server) to easily access the server for removal of older files that have already loaded to Evergreen?

Category

Status: 
Under review

Next and previous buttons for provider navigation

5
From within a Provider, allow quick maneuvering to Next Provider or Previous Provider without returning to the list (next/previous from the current list in use entire or filtered)

 

Category

Status: 
Under review

Handle "un-named list" list in selection list better

3

When you create a new Selection List then open My Selection Lists, the system creates a new selection list called "unnamed, with no line items, in addition to the named SL you have created. This should be cleaned up and removed without having to do a separate delete action.

I also thought this was fixed but I am still seeing it occur when manually creating selection lists.

Category

Status: 
Under review

Next and previous buttons in fund navigation

5
From within a Fund, allow quick maneuvering to Next Fund or Previous Fund without returning to the list (next/previous from the current list in use entire or filtered)

 

Category

Status: 
Under review

Full sorting of the entire list of purchase orders

5
Currently, the list of POs or Invoices shows 15 at a time. However, if a library has more than 15 POs or Invoices and uses the sort function, Evergreen only sorts the first page not the entire list.

 

Category

Status: 
Under review

Ability to export specified fields only in delimited format from a bucket.

3

One use is in acquisitions where it would be good to be able to export a list of ISBNs or UPC numbers  but I think there are many others.

This can be used  to create a .txt file that can be copied or uploaded into a batch search in vendor software  

 

Category

Status: 
Under review

Provide a method to cancel and fully delete a purchase order

4

The caveats to this are that is should  provide warnings and other restrictions on deleting orders sent and already invoiced.  There is the cancelled "deleted" option but it is still in the system and coming up in PO lists.

Category

Status: 
Under review

Automatic extension of hold expiration date when uncancelling a hold

15

When a hold is uncancelled the hold expiration date should be extended . The new expiration date should be the current date plus the default hold expiration period, i.e. an uncancelled hold should expire no sooner than a newly placed hold would if it were placed on the same day as the orininal hold was uncancelled.

This would be particularly helpful when uncancelling holds that have expired. The current behavior, in which they imeadiatly recancel, is remarkably unhelpful.

Category

Status: 
Under review

Results sort by title should include subtitles, part names, part numbers, etc.

2

Can title sort on the results screen include field 245, subfields n & p as part of the index?  (245b subtitle as well.)

For example: I limited my search to Chelmsford Public Library, and searched keyword encyclopedia britannica.  Then I sorted by title, A-Z.

All the New Encyclopedia Britannica titles are collated, but they aren't in alpha/numeric order by volume (in this case, all volume info was put into subfield n (part number; subfield p is part name).

They display in this order:

v. 32, Index, L-Z
v. 31, Index, A-K
v. 20
v. 24 Read more »

Status: 
Under review
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