Marking a patron record for transfer out should automatically send the patron's data to the other library (if they are running KLAS). This would allow core patron data, requests/reserves, has hads, etc to all be automatically loaded without re-keying.
If the receiving library is not running KLAS, then an e-mail should be able to be sent, providing the same information.
When doing Quick Requests, if the book is already on the patron's list; you get a Message box that stops you from entering any further numbers. This message is not needed. If the book is already on there, the system should just disregard the new entry. GET RID OF THE MESSAGE BOX! I just want to get all the numbers in and go on to something else. MANY patrons will call in with an order and then send in that same order. ...more »
When doing Quick Requests, if the book is already on the patron's list; you get a Message box that stops you from entering any further numbers. This message is not needed. If the book is already on there, the system should just disregard the new entry. GET RID OF THE MESSAGE BOX! I just want to get all the numbers in and go on to something else. MANY patrons will call in with an order and then send in that same order. When our Admin.Asst. does the mail in orders this Message box slows her down considerably.
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Make suggestions as to which author or title a user may be trying to find when typed in, your search mode is so sensitive it allows for no misspellings whatsoever...Most OPACS or search engines make suggestions..."Did you mean..." This would save a lot of time retyping or looking up exact titles or authors...
When serving a walk-in patron. I need to be able to conduct a “Book Search” for items currently available (i.e. in house on the shelf) limited to my location/branch. Currently when I attempt this with Book Search by combining the search limit “limit by branch” and the checked box label “available items” the search results unhelpfully include books that the library has a copy of regardless if checked out or on the shelf. ...more »
When serving a walk-in patron. I need to be able to conduct a “Book Search” for items currently available (i.e. in house on the shelf) limited to my location/branch. Currently when I attempt this with Book Search by combining the search limit “limit by branch” and the checked box label “available items” the search results unhelpfully include books that the library has a copy of regardless if checked out or on the shelf. Therefore, I still have to tunnel through the results list searching for books currently on the shelf and the patron is kept waiting entirely too long for books. As we are situated in the main branch of a large public library, we have frequent walk-ins, so this is ultimately a quality customer service need. However, I also think this would greatly benefit many readers’ advisors providing one-on-one book selection service by phone as well. It would be a BIG time saver.
REQUEST CLEARLY DEFINED: an option in “Book Search” for books currently checked-in and available on the shelf.
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Over-rides NEEDED:if patron is on HOLD for whatever reason; right now you can NOT enter requests, look up a book or send a book WITHOUT taking them off HOLD (Inactive in media). WHY IMPORTANT: the only time you wouldn't want to be able to put requests on a patron's account id if the patron is deceased or in transfer status. Some patrons go on HOLD many times during the year. But still call for one particular book or send ...more »
Over-rides NEEDED:if patron is on HOLD for whatever reason; right now you can NOT enter requests, look up a book or send a book WITHOUT taking them off HOLD (Inactive in media). WHY IMPORTANT: the only time you wouldn't want to be able to put requests on a patron's account id if the patron is deceased or in transfer status. Some patrons go on HOLD many times during the year. But still call for one particular book or send in orders. So what we do now is really doubling the steps for service and increasing the chances that we forget to put the patron BACK on HOLD.
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Would request that in the Quick Request section, information be included on when a book a patron has had was last sent. Patrons seem to ask this of us when we are entering book orders in Quick Request. We have to go into the Items section and look up the number to find this information. It would be more convenient to have this information also available in Quick Request.
We need a "Quick Find" box where we type in the Patron ID in the Patron module, or the KLAS ID in the Catalog module, to go straight to that record. You can jump immediately to the patron you need in Front Desk by entering the Patron ID and we would like it in other modules. The current Find tool wastes time loading the first 50 records in the Catalog module or the Patron module every time you open it. Either stop ...more »
We need a "Quick Find" box where we type in the Patron ID in the Patron module, or the KLAS ID in the Catalog module, to go straight to that record. You can jump immediately to the patron you need in Front Desk by entering the Patron ID and we would like it in other modules. The current Find tool wastes time loading the first 50 records in the Catalog module or the Patron module every time you open it. Either stop the find tool from searching for [blank] when it is first opened, or give us a separate search box that skips that step. We often know the exact KLAS ID or Patron ID and could type it in. We certainly don't need to see the first 50 books or patrons everytime we start a search.
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On Quick Request tab change to a radio set button for the "change prefix" field. Instead of having to key in RC0 or DB0, just select a box by using the mouse.
Capability from Patron Module to assign from the Requests Tab a copy of an available item from Avail-Main (when a copy is not available from Avail-Local) rather than having to go to Patron Book Search to assign the item from there.
Have series reserves automatically give digital books priority
It would be really helpful if the feature to change requests to reserves and delete requests/reserves was on the Request List screen and Quick Request screen.
Alter overdue notices so they include KLAS ID as well as title and author.
PREFERENCE-AUTHOR--have a button for Restart (or Remove HH) just as we have for series
Allow digital images to be attached to a patron's record. This would be particularly useful for storing a scan of the patron's original application.
Make the Patron Main Relationships tab change color to alert us to the fact that there is data in the relationship tab. It is easy to remember to put them in but hard to remember to check it to see if there is some data there. If the letters turned red or some other color when there is an entry similar to the status field that is yellow when a block is present.
We would request a separate category type just for email addresses and not have them tied to a specific mailing address.
Create a way to limit overdue notices generated by patron status so letters won't be sent to patrons we know won't respond.
Implement a "Claims Returned" status that keeps the item connected to the patron, but doesn't count against them for the number of items out. When lost items are found and checked in, they would be cleared off the patron record (status would update to RET). The fact that LOS items stay that way forever on the patron's record is misleading when the items have actually been returned.
Have a way to limit books sent to patron by length.
Develop a new window/book search option to allow the SOLR searching interface to be used by staff. This search is faster and allows users to easily narrow down the results.
To play with the new style of searching look at http://demo.klas.com/opac/
In Patron module under the Items tab allow us to set the default of the Filter of Status: and Type: to "Has Now" and "Monograph" Reader advisors work 80% of the time with that setting and must constantly change the cuttent default setting of "All"
If a patron is set up for cassettes and digital books and is set up to receive a series, the system should put a reserve on whichever format is available. We keep running into the system reserving the next book in a format where the book isn't available when there are copies available in the other format.
It would be nice to have a way to limit the book search to "all audio" instead of only one option or all options (starting point on Search Limits under Patron Book Search)
We would like to be able to run queries that include patron and serials data. This is especially useful if you have serials subscriptions set up for special categories, like those who don't want digital players, etc. Currently it is very difficult to narrow down query results using these criteria.
Add a feature to bulk delete reserves/requests before a certain date for all patrons. Not just one patron at a time.
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