patrons

Ability to set preferred landing tab in patron record

Tags:
1

Just like being able to set a default view in the MARC record, we've had requests for a default patron view by workstation (currently the only options are CKO and Billing [Library Setting]).

Category

Status: 
Under review

Editable patron notes

Tags:
32

Patron notes currently may only be created and deleted, not edited.  It would be helpful to be able to revisit an existing note with updates.

Category

Status: 
Under review

Retrieve patron in last few circulations of the item status screen by clicking on their barcode

9

When searching the last few circulations in Item Status, you cannot retrieve the patron by clicking on their barcode and you cannot copy and paste the patron's barcode. The only way to retrieve the patron is to write down their barcode and open another tab, manually enter the patron's barcode number. Just to be clear, this is NOT when you click on Circulation History in Item Status and the last 2 patrons show up, this is when there is a list of 5 patrons under Last Few Circulations. Read more »

Category

Status: 
In the attic

Patron Account Dashboard

6

 

When a patron is logged into their online account, the catalog shows a dashboard in the upper right corner with the patron's name, "My Account" and "Logout" and a second line with live links to their checked out items, holds, and fines. This dashboard is always visible even when the patron is doing catalog searches, which is handy.

It would be even handier if it included a direct link to the patrons "My Lists" tab as well.

Status: 
In the attic

Provide paging on patron search results so that staff can potentially retrieve more than 51 results

Tags:
6

 

Evergreen currently offers a library setting that identifies a cap for the number of patron results that are retrieved. The default is set at 50 (or 51?). Although consortia have the ability to increase this cap, they often don't set it very high due to concerns that the staff client will crash with a large result set.
 
This idea is to provide paging on the patron search results screen so that more results can potentially be retrieved with a patron search. 

Category

Status: 
In the attic

Add birthdate as a search field for patrons

Tags:
13

Be able to search for patrons on birthdate.  I understand this may be complicated to develop, but it would be helpful to narrow down the list when searching for common names, or when information has been entered incorrectly.

Category

Status: 
In the attic

automatic prompt to update patron information

Tags:
6

Would like the staff client to prompt to verify patron address/contact information at an interval set by the library (say, every 6 months.) Once the record is edited manually, the alert would clear and the interval would start again.

Category

Status: 
In the attic

Display cancelled hold information for patrons

Tags:
23

In holds history, cancelled holds should display who cancelled it (staff, patron, automatic by system - expired, didn't pick up, etc.) If it was cancelled by staff, display the cancel note.

Status: 
Completed development

Allow patrons to download a list of their holds

Tags:
6
Status: 
Under review

Add a function to create a patron bucket

5

At present buckets are only available for items and records.  I would like the ability to create a patron bucket.

Category

Status: 
In the attic
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