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Please consider an easy way to retrieve a list of items returned by patrons within the last 24-48 hours.

0

We've had several circumstances arise where a quick way to find this out would have been helpful, from having a patron leave an important document in a book she returned--and we already checked in--and cannot recall the  book's title or author...to patrons who cannot recall the last episode they watched of a dvd.  YES, we always advise people to turn on their READING HISTORY (but these folks usually have not done that yet) and YES, we may be able to get someone to run a report, but this does not help the patron standing there...not all staff know how to run reports. 

Category

Status: 
In the attic

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

13
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

14

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

Include "Is" in the options for Title Search in Catalog

3

Currently, the catalog allows you to choose the options CONTAINS, DOES NOT CONTAIN, or CONTAINS PHRASE from a dropdown menu in the Search Input section of the Advanced Search. Read more »

Status: 
In the attic

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

Staff notification for approaching account expiration

3

There should be an option to show a dialog when staff open a patron account that will expire soon or has expired. The threshold (one week before? one month before?, etc.) should be configurable.

It should be possible to modify the expiration date of the account (or decline to do so) directly from the dialog without opening the patron edit screen. Read more »

Category

Status: 
In the attic

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

Add "Damaged by Patron" to Actions for Selected Items in Items Out

3

At present if a patron damages an item, we have to mark it "Lost by Patron" in order to generate a bill.  This is misleading and confusing to patrons who may not realize an item was damaged, or may wish to dispute it.

 

Thanks!

 

Category

Status: 
In the attic

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

20

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
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