history:feature_list_2_0
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| feature_list_2_0 [2011/01/25 11:49] – small cleanup of Acquisitions heading mrpeters | history:feature_list_2_0 [2022/02/10 13:34] (current) – external edit 127.0.0.1 | ||
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| ==== Patron Registration Enhancements ==== | ==== Patron Registration Enhancements ==== | ||
| - | * Zip code information can be added to a local table which will pre-populate the City/State fields during patron registration. | + | * Zip code information can be added to a local table which will pre-populate the City/State fields during patron registration. |
| - | * Added the ability to “delete†| + | * Added the ability to delete |
| - | * Supports the ability to merge patrons; when it is determined that more than one account exists for a single patron. There is an interface for side-by-side comparison of the records; ability to delete addresses on merged accounts, delete cards and deactivate cards. Patrons with a status of “in collections†| + | * Supports the ability to merge patrons; when it is determined that more than one account exists for a single patron. There is an interface for side-by-side comparison of the records; ability to delete addresses on merged accounts, delete cards and deactivate cards. Patrons with a status of in collections |
| * Added quick links for staff to copy and paste patron address information. Information will paste in a standard mailing format. | * Added quick links for staff to copy and paste patron address information. Information will paste in a standard mailing format. | ||
| - | * Patrons with an “address | + | * Patrons with an address |
| * Patrons may create library accounts through the OPAC. These are set as pending until they can be confirmed by staff. The backend support for this is done. | * Patrons may create library accounts through the OPAC. These are set as pending until they can be confirmed by staff. The backend support for this is done. | ||
| * The system recognizes certain categories of patrons like Card Canceled, Deceased, etc. and will not place holds for these categories. | * The system recognizes certain categories of patrons like Card Canceled, Deceased, etc. and will not place holds for these categories. | ||
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| * During check-out, the patron' | * During check-out, the patron' | ||
| - | * Evergreen has the ability to track hourly checkout stats. Self-check now operates by workstation and it's possible to gather statistics for checkouts between staff workstations and self-check workstations. (There | + | * Evergreen has the ability to track hourly checkout stats. Self-check now operates by workstation and it's possible to gather statistics for checkouts between staff workstations and self-check workstations. (There |
| * Audible cue support, for successful and unsuccessful check-out, at self check-out stations has been added. This is customizable at the database level. | * Audible cue support, for successful and unsuccessful check-out, at self check-out stations has been added. This is customizable at the database level. | ||
| * Evergreen has fast-add capability. During check-out, if an item is found not to be cataloged, | * Evergreen has fast-add capability. During check-out, if an item is found not to be cataloged, | ||
| - | * is a workstation registration wizard built into the self-check UI.) | ||
| * The system supports sets or kits of items and has the ability to display the number of items and a list of descriptions. | * The system supports sets or kits of items and has the ability to display the number of items and a list of descriptions. | ||
| * Evergreen allows patrons to renew a title as long as they have not exceeded the allowed number of renewals and there are more available items than there are unfrozen holds. This is an administration setting. | * Evergreen allows patrons to renew a title as long as they have not exceeded the allowed number of renewals and there are more available items than there are unfrozen holds. This is an administration setting. | ||
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| * There' | * There' | ||
| * When marking an item damaged, several library settings are checked to determine whether the patron should be charged the copy price and/or a processing fee. Staff is prompted with this amount, which can either be applied or modified or canceled. | * When marking an item damaged, several library settings are checked to determine whether the patron should be charged the copy price and/or a processing fee. Staff is prompted with this amount, which can either be applied or modified or canceled. | ||
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| ==== Holds Enhancements ==== | ==== Holds Enhancements ==== | ||
| * Evergreen allows for hold slips to be customized to include any field from the patron record and/or item record, in any position and orientation on the slip. Font, font size, and font weight are customizable. In addition, the hold slip may include a branch symbol (gif or jpg format) | * Evergreen allows for hold slips to be customized to include any field from the patron record and/or item record, in any position and orientation on the slip. Font, font size, and font weight are customizable. In addition, the hold slip may include a branch symbol (gif or jpg format) | ||
| - | * Evergreen supports | + | * Evergreen supports behind the desk indicator printing on holds slip for patrons who have this flag in their patron record. (This would be for libraries with public hold shelves.) |
| - | * In Evergreen, between the time that a hold is checked in and a hold is placed on the hold shelf, there is a configurable delay before the status is changed to “On Hold Shelfâ€. | + | * In Evergreen, between the time that a hold is checked in and a hold is placed on the hold shelf, there is a configurable delay before the status is changed to On Hold Shelf. |
| * Evergreen has the ability to ensure that manually edited copies (either deleting or changing to a non-holdable status) will have their holds retargeted. | * Evergreen has the ability to ensure that manually edited copies (either deleting or changing to a non-holdable status) will have their holds retargeted. | ||
| - | * In Evergreen, between the time that a hold is checked in and a hold is placed on the hold shelf, there is a configurable delay before the status is changed to “On Hold Shelfâ€. | + | * In Evergreen, between the time that a hold is checked in and a hold is placed on the hold shelf, there is a configurable delay before the status is changed to On Hold Shelf. |
| * The system supports a Clear Hold Shelf process. First, it removes holds from items that have expired on the hold shelf, and generates a report (aka clear hold shelf report) listing items to be cleared from hold shelf. Then staff can print the list, go out and physically pull the items off of the hold shelf. Next, staff scan the items in EG to either reset the items to the correct shelving location, capture the next hold or put the items in transit to the correct owning location. | * The system supports a Clear Hold Shelf process. First, it removes holds from items that have expired on the hold shelf, and generates a report (aka clear hold shelf report) listing items to be cleared from hold shelf. Then staff can print the list, go out and physically pull the items off of the hold shelf. Next, staff scan the items in EG to either reset the items to the correct shelving location, capture the next hold or put the items in transit to the correct owning location. | ||
| * Staff can extend pickup deadlines for holds. | * Staff can extend pickup deadlines for holds. | ||
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| * Evergreen has the ability to designate specific org units that will not trigger a hold upon check-in. | * Evergreen has the ability to designate specific org units that will not trigger a hold upon check-in. | ||
| * Evergreen added logic to hold targeting to skip branches that are closed at the time of hold placement and ' | * Evergreen added logic to hold targeting to skip branches that are closed at the time of hold placement and ' | ||
| - | * There are more options now for hold settings. One option is library weighting as well as “loopingâ€. If looping is set, the holds targeter will skip any libraries that it targeted in a previous loop and will continue doing so until it has tried all libraries at which point it will start the process over again. If max loops are being used in hold management, at the end of the last determined loop, if there are no copies that could potentially fill a hold, the hold may be canceled. If there are checked-out copies, the hold stays in queue; otherwise, the hold is canceled and a cancellation notice is sent to the patron. | + | * There are more options now for hold settings. One option is library weighting as well as looping. If looping is set, the holds targeter will skip any libraries that it targeted in a previous loop and will continue doing so until it has tried all libraries at which point it will start the process over again. If max loops are being used in hold management, at the end of the last determined loop, if there are no copies that could potentially fill a hold, the hold may be canceled. If there are checked-out copies, the hold stays in queue; otherwise, the hold is canceled and a cancellation notice is sent to the patron. |
| * The system offers the ability to secondarily sort the Holds Pull List by physical shelving location within the library. | * The system offers the ability to secondarily sort the Holds Pull List by physical shelving location within the library. | ||
| * The system offers the ability to distinguish between staff-placed holds and patron-placed holds through a column in the holds interface. | * The system offers the ability to distinguish between staff-placed holds and patron-placed holds through a column in the holds interface. | ||
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| * The system includes a separate date field for the last change to the item in the item record. | * The system includes a separate date field for the last change to the item in the item record. | ||
| * In the item record, the system displays total check-outs and renewals for year-to-date, | * In the item record, the system displays total check-outs and renewals for year-to-date, | ||
| - | * There is better audio signal handling now. An example of how to customize the audio is at: [[http:// | + | * There is better audio signal handling now. An example of how to customize the audio is at: [[http:// |
| * In Evergreen, there is an org setting to disable all staff client circ popups unless an unhandled exception occurs. The exception handling has been automated as much as possible, based in settings, to prevent the amount of popups that require staff attention at the circ desk. Alerts are communicated visually (e.g., screen color change) or audibly. | * In Evergreen, there is an org setting to disable all staff client circ popups unless an unhandled exception occurs. The exception handling has been automated as much as possible, based in settings, to prevent the amount of popups that require staff attention at the circ desk. Alerts are communicated visually (e.g., screen color change) or audibly. | ||
| * The system supports two views of patron information: | * The system supports two views of patron information: | ||
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| * Backend support is complete for locally customizable documentation and help on each page in the SC. More information: | * Backend support is complete for locally customizable documentation and help on each page in the SC. More information: | ||
| * The system now captures and displays check-in and workstation history. | * The system now captures and displays check-in and workstation history. | ||
| - | * Added the ability to pre-define messages, populated in a drop-down menu, to be applied to patron accounts. Includes: the ability to configure the message to act as a penalty (if desired), record the date and staff who applied the message, include a flag to mark item as “resolvedâ€. If item is marked as resolved it will not display as an alert. | + | * Added the ability to pre-define messages, populated in a drop-down menu, to be applied to patron accounts. Includes: the ability to configure the message to act as a penalty (if desired), record the date and staff who applied the message, include a flag to mark item as resolved. If item is marked as resolved it will not display as an alert. |
| * Under grocery billings in Evergreen, billing type can be pre-populated with a list of common fine events (such as types and costs). | * Under grocery billings in Evergreen, billing type can be pre-populated with a list of common fine events (such as types and costs). | ||
| - | * Evergreen has the ability to retrieve users by numberic ID (separate from the barcode) in the staff client. This functionality is optional and set to “false†| + | * Evergreen has the ability to retrieve users by numberic ID (separate from the barcode) in the staff client. This functionality is optional and set to false by default. |
| * Backend support for other types of receipts (like holds/ | * Backend support for other types of receipts (like holds/ | ||
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| * There is backend code support for a method to allow patrons to link their records in a way that grant privileges. This could be utilized in future implementations for social networking features. | * There is backend code support for a method to allow patrons to link their records in a way that grant privileges. This could be utilized in future implementations for social networking features. | ||
| - | * Patron passwords are now more flexible in length and content (shorter and numeric-only passwords are now allowed). Libraries can set minimum and maximum limits on password length in “Password | + | * Patron passwords are now more flexible in length and content (shorter and numeric-only passwords are now allowed). Libraries can set minimum and maximum limits on password length in Password |
| * Patrons can select a username, which can then be used to access OPAC and self check-out stations. API calls for developers are: open-ils.actor.username.exists and open-ils.actor.user.username.update | * Patrons can select a username, which can then be used to access OPAC and self check-out stations. API calls for developers are: open-ils.actor.username.exists and open-ils.actor.user.username.update | ||
| - | * My Account can allow patrons to update some information including: street address, e-mail address and preferred pick-up library for holds. Changes to address will be marked as “pending†| + | * My Account can allow patrons to update some information including: street address, e-mail address and preferred pick-up library for holds. Changes to address will be marked as pending |
| * From the My Account interface, patrons can see their estimated wait time for a hold. Evergreen calculates the estimated wait time from the circ mods on the set of potential copies available to fill the holds on that title. Hold wait estimate is configurable at the consortial level and each Evergreen implementation would need to take into consideration their avg circulation time, hold wait time or other factors like transit time which might influence hold wait estimates. | * From the My Account interface, patrons can see their estimated wait time for a hold. Evergreen calculates the estimated wait time from the circ mods on the set of potential copies available to fill the holds on that title. Hold wait estimate is configurable at the consortial level and each Evergreen implementation would need to take into consideration their avg circulation time, hold wait time or other factors like transit time which might influence hold wait estimates. | ||
| * Patrons can title their bookbags (aka reading list) and place holds from it. | * Patrons can title their bookbags (aka reading list) and place holds from it. | ||
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| * The system has the ability to run a report of accounts with users with overall negative balances, including the balance owed and last billing activity time, optionally filtered by home org. There is an option for issuing refunds for selected accounts on the resulting list. The report also captures patrons with any refundable transaction. | * The system has the ability to run a report of accounts with users with overall negative balances, including the balance owed and last billing activity time, optionally filtered by home org. There is an option for issuing refunds for selected accounts on the resulting list. The report also captures patrons with any refundable transaction. | ||
| * Evergreen provides 3 distinct and independent types of blocks: system, manual and collections. Manual and collections are set manually by staff. | * Evergreen provides 3 distinct and independent types of blocks: system, manual and collections. Manual and collections are set manually by staff. | ||
| - | * A new penalty type of PATRON_IN_COLLECTIONShas been added. Its set when the collections agency puts the patron into collections, | + | * A new penalty type of PATRON_IN_COLLECTIONShas been added. Its set when the collections agency puts the patron into collections, |
| ====== Action/ | ====== Action/ | ||
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| * Administrators can choose to implement a collections warning prior to sending patrons to collections. When the account balance of the patron meets a certain threshold, they are sent a bill notice. This is driven by the total amount owed, not by individual bills. The patron is sent to collections after a configurable number of days since the bill notice was sent. The billing notice is handled with a new PATRON_EXCEEDS_COLLECTIONS_WARNING penalty. Files can be sent via SCP and FTP. | * Administrators can choose to implement a collections warning prior to sending patrons to collections. When the account balance of the patron meets a certain threshold, they are sent a bill notice. This is driven by the total amount owed, not by individual bills. The patron is sent to collections after a configurable number of days since the bill notice was sent. The billing notice is handled with a new PATRON_EXCEEDS_COLLECTIONS_WARNING penalty. Files can be sent via SCP and FTP. | ||
| - | ======Acquisitions======\\ | + | ======Acquisitions====== |
| *From within the general acquisitions search page, users are able to search on many fields in the acquisitions /serials workflow. For example on attributes of invoices, purchase orders, selection lists, bib records, etc.\\ | *From within the general acquisitions search page, users are able to search on many fields in the acquisitions /serials workflow. For example on attributes of invoices, purchase orders, selection lists, bib records, etc.\\ | ||
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| *The system supports purchase alert query (aka holds ratio report, holds alert report) compares holds to items and flags titles that need more copies. | *The system supports purchase alert query (aka holds ratio report, holds alert report) compares holds to items and flags titles that need more copies. | ||
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history/feature_list_2_0.1295974170.txt.gz · Last modified: 2022/02/10 13:34 (external edit)