Edit Activation Date option while Placing Hold

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When placing a hold that the patron does not want in a while, please create an option to edit the activation date right on the request page.

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Status: 
Completed development

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Re: Edit Activation Date option while Placing Hold

Moderator

Re: Edit Activation Date option while Placing Hold

This was possible in an earlier version of Evergreen and got lost somewhere along the way. It now requires multiple steps to accomplish the same thing.

Re: Edit Activation Date option while Placing Hold

Moderator

I'm moving this idea to planned development as a result of the December 15, 2016 vote on the MassLNC Development Committee. MassLNC will begin writing up requirements for this project so that the project can be issued for quotes from potential developers. Moving this idea to the planned section does not mean we will definitely fund the project. The final decision will be based on the quotes we receive and the funds we have available for projects.

Re: Edit Activation Date option while Placing Hold

Moderator

For some background, here is a screenshot showing how this option appeared in the old catalog - http://docs.evergreen-ils.org/2.1/html/media/holds-placing-3.png . I don't recall the feature well, but it looks like it provided the option to suspend the hold, but not to provide an activation date. Based on the original description of this idea, I am including an option to set the activation date, but if people think it adds to much clutter/complexity to the Place Holds screen, we can change that.

There is also a 'Help' link in the old implementation. The help text was 'A suspended hold will retain its place in the queue, but will not be fulfilled until it has been activated.'

I've created two preliminary mock-ups for feedback. The first shows what users will see when they click place hold. I followed precedent set in the previous section of asking the suspend question and then providing the checkbox beneath the question. I also am using the icon currently used to provide help text and, to reduce clutter, I provide setting the activation date as an option that needs to be clicked.



The second mock-up shows the interface after the 'Set activation date' option is clicked. The date-entry box is exactly the same as if the user were setting an activation date through their account. If the activation date option is clicked when the suspend hold checkbox is left unchecked, should the link automatically check the box for the user? 

Let me know if you have any suggested changes or improvements.

Also, I'm just adding a note that the final development may not exactly match what we show in the mock-up. However, it is useful in demonstrating how we want the feature to work.

 

Re: Edit Activation Date option while Placing Hold

Moderator

Adding a note to remind myself that I should create a mock-up for the display when placing holds on multiple items from a list. 

The question for the list holds is do we want to provide the suspend option on a title-by-title basis or do we want to provide the option to apply to every title in the list. Current behavior is to provide the metarecord option on a title-by-title basis and the notification options for the entire list (see below screenshot). If we decide suspend options should be title-by-title, we will need to move the option higher in the interface.

Re: Edit Activation Date option while Placing Hold

Moderator

Ignore the above screenshots. Since the simultaneous holds project also affects the same interface, I decided to create a set of mockups that integrate both new features.The mockups show how each will display in various scenarios: a standard single-title hold, a parts hold (displaying both types of parts selections available in Evergreen), a metarecord hold, holds on multiple titles from a list, and staff holds. I find it useful to see how it looks in each of these situations and how much actual clutter a person might see depending on their context.

In the case where we place holds on multiple titles from a list, I ultimately went with one option to suspend all the holds at hold placement time. I'm not wedded to this approach, so please let me know if you disagree with it. My main concern is adding too much clutter to this interface.

Speaking of clutter, while working on this project, I was looking at sites like Amazon and bn.com. Based on their displays, I think there is a lot we can do here to clean up the place holds interface to make it a more user-friendly display. However, I think this is something we can do with internal staff once the new features are added. I, therefore, am writing the requirements and creating mock-ups to fit in with the existing display as well as possible.

Re: Edit Activation Date option while Placing Hold

Moderator

Draft requirements are available for your review at http://masslnc.org/node/3302

Re: Edit Activation Date option while Placing Hold

Moderator

I like the general layout of this, having the suspend option at the bottom, and the link to set the date to reduce clutter.

I think that clicking the Set Activation Date link should check the box for the user, you shouldn't be able to enter an activation date without the box being checked.

This may be considered a styling issue, but I would like to see the "Suspend" option look a little more in keeping with the notification options. Instead of the words "Immediately suspend this hold" next to the checkbox, what about "Yes" followed by the Set Activation Date link?

Also, I know the date entry box echoes what exists for suspending existing holds, but, for the future, a calendar widget to choose the date would be nice in both places.
 

Re: Edit Activation Date option while Placing Hold

I agree with all of the suggestions that Michele Morgan has made here.

Re: Edit Activation Date option while Placing Hold

Moderator

In terms of a calendar widget, see my comments at http://masslnc.org/node/3002#comment-1873.

This is something that's on my to-do list to investigate. 

Re: Edit Activation Date option while Placing Hold

Moderator

I updated the mock-ups to change the activation option as Michele suggested. Let me know if you have any more feedback!

Re: Edit Activation Date option while Placing Hold

I agree that a calendar widget would be best. Everything else looks good to me.

Re: Edit Activation Date option while Placing Hold

Moderator

Moving this project to "Under Development." We have signed a contract with Sigio to perform the work on this project. 

Re: Edit Activation Date option while Placing Hold

Moderator

Jason has completed work on this project, and the code was merged into Evergreen today. It will be available in the 3.0 release. Moving this idea to implemented!