Aeon Ideas
141 results found
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Aeon client - custom search using 'any of' does not allow for editing of criteria
Boston Public Library created a custom search based on requests being at one of several identified transaction statuses. After building the search, they realized they wanted to omit one of the selected transaction statuses. There was no way to do this. They had to delete the search and rebuild it from scratch.
1 vote -
1 vote
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Appointments: Remove start and stop time fields
The University of Baltimore requires appointments for patron requesting, but would like to remove the start and stop fields from the appointment form. This will allow staff to have more flexibility with controlling access to the reading room. The appointment configuration fields in the customization manager are not fined-tuned enough to allow for per-visit/per-case flexibility.
1 vote -
Appointments - different configurations for different request forms
Boston Public Library would like the ability to have certain request forms, based on the format of the requested material, require longer lead times for appointment scheduling that are different from the reading room's typical appointment settings. The University of Pittsburgh would like to have some web request forms that are intended to be used by staff who don't have access to the Aeon client but need to submit requests for preservation, to not require appointments, while the other patron web request forms do require appointments.
1 votepartially released ·
AdminKatie Gillespie
(Special Collections & Archives Program Manager, Atlas Systems, Inc.)
responded
Aeon 5.2 includes a status-specific appointment feature, which allows staff to set different lead time and appointment requirements based on user status.
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add "go to date" or "select date"
have a button that allows staff to drop down a date menu to go to specific dates without have to click the backward or forward arrows.
1 vote -
Add "open" exception type to appointment scheduling tab
Allow staff to set an "open" exception for cases where the reading room is open. For example: if the reading room is open one Saturday per month, it would be preferable to set the open hours for Saturday and check a box to indicate the library is closed. But then add an "open" exception to indicate which Saturday is open rather than adding exceptions for all closed days.
1 vote -
Categories in the Process Ribbon menu
Is it possible to add the ability to categorize items in the Process Ribbon menu on the top of the dashboard screen in the client? Much like one can define categories of queues/statuses in the Routing menu, can we also create sub-menus in the Process Ribbon? We have quite a number of statuses we have added to the Process Ribbon menu, and it would be helpful to categorize them for our different locations.
1 vote -
More flexibility for multi-site instances that use appointments and need to transfer requests to another site
The University of Pittsburgh needs to be able to temporarily transfer requests to another site in order to have that site pull material. That site will pull the material, and then route the request back to the original site. However, since both sites have their own reading rooms, the scheduled appointment in one reading room prevents the transfer of the request to another sites. Both of these sites can view each other's requests.
If we configure each site to have both reading rooms, the transfer works. However, on the web side, with this configuration, patrons can then choose one location,…
1 vote -
Make the "Create Requests" button accessible from the Requests/Process tab.
Currently, when you click on a user's Request tab, that option is not available and you have to click out to the Home tab.
1 vote -
Ability to remove/customize tabs on User form in Customize Layout
Would be nice to be able to customize the layout by removing tabs on User form such as billing.
1 vote -
Change the "Reset" option to "Clear" or update to "Reset Search" beneath the dashboard search options.
Change the text to "Clear" or "Reset Search" would be more clear and indicative of what happens when you click Reset in the menu beneath the dashboard search options. Users hesitate to click "Reset" because they don't know what it will reset.
1 vote -
Ability to sign out multiple patrons at once
Georgia Archives would like the ability to sign multiple patrons out of the reading room at once.
1 vote -
Make the "Send Email" button for Item Delivered to retain the previous staff selection
Georgia Archives use the Item Delivered button to route items to "Item Delivered." About half the time they need to send an email, and the other half they don't need to send the email because the patron is picking up the order in person. They would like for the "Send Email" button to retain the previous selection by the staff user. For example, if the staff user did not need to send an email for a transaction, they would like for the "Send Email' button to remain unselected for the next time. Currently, this only works for the 'Edit Email'…
1 vote -
Link to Departments list from Activity Record
Case Western would like to record the department that an activity is associated with. They are currently using an ActivityInfo field to record this information. It would be most efficient if a department field was available in the Activity record and it connected to the department list in the customization manager. A second option is to allow for ActivityInfo fields to be dropdown fields so that a controlled vocabulary can be used.
1 vote -
Ability to rename field labels in Search Users section of the staff client
Georgia Archives uses the term "Patron ID" for "Username." They would like to be able to change the "Username" field label in the "Search Users" section at the top of the client dashboard.
1 vote -
Display creation date field in user record in the staff client
The University of Arkansas would like for the creation date of when the patron user record is created to display on the Details tab in the user record. Right now, this field is only available for view in the user search results grid. It is not explicitly shown in the history tab, either. If the site is using the New User Email, they can infer the creation date from when that email is sent in the email history, but if they are not using the system New User Email template, there is no other way from the user record itself…
1 vote -
Add log file destination to the installer as a configurable option
The current config file in the installer puts all logs in “%envFolderPath{MyDocuments}\Aeon\Logs”. There is no way to change this in the installer, to point to a location such as “%envFolderPath{OneDrive}\Aeon\Logs”. Changing that after installation requires modifying three config files per installation. We would like the option of changing the destination of the log files during installation.
1 vote -
Set the activity requests grid by default to match the 'requests from file' import template
Submitting on behalf of an Aeon customer: They would like for the grid in the Requests tab of an Activity record to mirror the import spreadsheet template (https://support.atlas-sys.com/hc/en-us/articles/360013451754-Requests-From-File-Workflow). They need to reuse items for other activities (so this cuts out cloning an existing activity), and it would be easier to "import from file" for each activity when needed as opposed to cloning requests using the staff client, especially if new activities are associated with different users. If their export from the Aeon activity record is already organized as needed for the template, they can make any modifications after…
1 vote -
Bulk update permissions and settings in staff client
Can this be extended to “Select multiple users in Staff Client to apply settings in bulk”? We needed to add “Can Logon to Web as Patron” to 40+ staff accounts, which was a lot of clicking.
1 vote -
Allow customization of messages in notification boxes in staff client
Some sites would like the ability to customize the notification messages, especially when the do paging based on material type or department.
1 vote
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