patron registration

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 Self-Registration: Improve pending registration findability

7

Currently, you have to know which location the patron selected when they filled out the patron self-registration form. If the patron chose the wrong location, there is not an easy way to find the pending application.

We would like to be able to display all pending applications for a system, or all pending applications for the consortium.

It would also be nice to be able to search for a pending application.

 

Category

Status: 
Under review

New Setting: Require Parent/Guardian Field

15

We would like to be able to require the parent/guardian field to be filled in if a new patron is a juvenile (presumably, this would have to be a setting, since not all Evergreen libraries may want this functionality).

 

 

Category

Status: 
Under review

Patron Self-Registration: Zip Code Population

7

It would be useful for the patron to be able to enter the zip code and have it populate the city/state (would need to be editable, since zip codes sometimes cross borders).

Status: 
Under review

Customizable labeling for terms for billing and mailing in address field

1

I am wondering if it would be possible to add a button in the address section of registration that would say   residential  -- I don' understand what the difference between mailing and billing is-- as far as I can tell they are the same for most people. In many rural areas US mail is not delivered to the residence-- so labelling a residential address as either of those two gives a false sense that a mailed notice will reach them when in fact it will not. Read more »

Category

Status: 
In the attic

Consistency of terms in the client

10
 We would like to see the same terms used on the patron registration-information data sheet. The left area uses the terms   mailing address and   physical address   (in purple). When editing patron records where there is a PO box and a street address, the terms   mailing   and   billing   are used.

Category

Status: 
Under review

Auto add identification number to barcode

0

When registering an academic patron, it is necessary to add the student ID as a second barcode. It would be very helpful to automate this process if possible as adding two barcodes is time consuming and not so intuitive. I can think of two possible solutions that might be possible. First, there is a field for student ID (the Primary Identification field) that staff fill in. Perhaps when Primary Identification Type is set to College ID when registering a new patron, it could make the Primary Idenification a second barcode.

Read more »

Category

Status: 
Under review

Pickup permissions field on patron account

13

We would love to see a field on the patron registration/edit page for adding names of people who have permission to pick up holds for the current patron.  We have been using the "Alert Message" field to indicate when parents, family members, or specific persons have pickup privileges for a patron, but something built in would allow us to free up the Alert field for actual alerts.

Category

Status: 
Under review

Improve loading time of the patron registration screen

20

This screen loads really slow and can take up to 15 seconds to populate.

Category

Status: 
In the attic
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