Circulation

Add a box for Staff Initials when creating a new library card.

9

Since we no longer keep the paper applications for very long, and a mistake might not be noticed right away, it would be helpful to have the staff initials on any library card they create.  We do have someone check applications against the Evergreen info, but sometimes it's the patron trying to fool us, or the staff miss the mistake.

thanks

Category

Status: 
Under review

Patron registration - parent/guardian field relationship

7

In additional to the free text parent/guardian field, we've had requests from some libraries to add an additional field with a dropdown list indicating the relationship.

Category

Status: 
Under review

Carry over more fields when cloning patrons

7

We've had requests to copy additional fields when cloning a patron. In most cases, a parent card is created first and then juvenile cards are cloned from that card, so the parent's ID is used, as well as the email address and phone number.

Category

Status: 
Under review

Items Out Receipt - Option to print number of remaining renewals

6

We had a request from a library for an option to print the number of possible remaining renewals for each item on the Items Out receipt.

Category

Status: 
Under review

Hide irrelevant fields on patron registration form

6

The Claims Returned and Claims Never Checked Out fields don't make any sense on the new patron registration form, only when editing existing patrons.

Category

Status: 
Under review

Distinguish between alerts and blocks in patron summary bar

6

In the web client, if you add an alert or a block (from the Messages interface) they both show up in red/bold text under the patron name on the patron summary bar. However, staff need to go to the Messages screen in order to see if one or both of them are blocks.

Perhaps the word "block" could either be placed at the beginning or end of the alerts that are blocks.

Category

Status: 
Under review

Web Client Color Coding

8

Our front-line staff have requested that different common pages (check in, check out, and item status, specifically) be color-coded to give a visual indicator as to which page they are on. 

In addition, there are certain types of alerts (such as the alert on the top of the page when doing a back-dated checkin) that they feel are too subtle.

Category

Status: 
Under review

Add option to email copy of bill payment receipt

2

Now that we have the option to email checkout receipts, it would be nice to also be able to email bill payment receipts.

Category

Status: 
In the attic

Staff should be flagged in "checkout" when a patron's registration will soon expire.

11

It is very frustrating for patrons when their registrations expire now that there is much they can do from home.  It would help if patrons expiring in the calendar month/year would have some alert on their records.  For instance, all card holders expiring in October 2017 would have some sort of message/alert on their checkout screens beginning Sept. 30, 2017.  That way staff can stay ahead of the game.

Category

Status: 
Under review

An expired registration should not interfere with patron at home Evergreen use. Messages should be clear.

18

A patron whose registration has expired should be able to renew library materials and place holds from home.  A message should let the patron know that these transactions went through but before checking out more items, they would need to update their registration. 

Category

Status: 
Under review
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