474 results found

1. Design a reference module within the Aeon staff client

   We need to know how many sites would use a reference request management system within Aeon, versus having Aeon connect to an existing one. What sort of features are mandatory for it?

   9 votes

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   1 comment  ·  Reference  ·  Delete…  ·  Admin →
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2. Make the code to skip field length validation on EADRequest.html by default.
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   0 comments  ·  Web Interface  ·  Delete…  ·  Admin →
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3. Add a document as an attachment to an Activity record in the client
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   0 comments  ·  Activities  ·  Delete…  ·  Admin →
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4. Requests should be included in search results if they are part of an activity with which the user is associated.
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   0 comments  ·  Staff Client  ·  Edit…  ·  Delete…  ·  Admin →
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5. Automate activities procedures

   We have gone through a few iterations of methods for handling just these situations, because cloning to all individual users for what was essentially course reserves (or other similar Activities) was quite cumbersome. Here's what we've devised, and it's working pretty well for us these days: 1. When materials are being used in the class session, all requests are routed to "Item Checked Out to Activity." 2. When the class session is over but we suspect (or know in advance) that students will return to the reading room for further consultation, we route all the requests to a custom queue, "Item on Hold (reading room group)." -- If we know that students are assigned to return, we proactively add them as users to the Activity. We have an easy time with this because all campus affiliates are automatically included in our Users table as inactive users (they still have to register to be cleared and to sign in to reading room). Not sure how feasible this would be for other scenarios... 3. When students come back - often with nebulous information about why they are there / what class they are part of - we then have myriad ways of searching Aeon to find the right set of materials that they need to use: by instructor name, by student username, by course number, by librarian... 4. As the students use materials, we route the request to "Item Checked Out (reading room group)," and then back to on hold for the same as individuals have finished with the item. What we lost in granularity of data regarding which student specifically used which items, we gained in efficiency and consistent application of workflow. We use these custom queues to count these in uses in our reports as reading room uses, as opposed to lumping them with class uses, but the direct connection with the Activity is retained. We apply this same workflow to any group of 3 or more individuals working together in the reading room for whatever reason on the same set of materials (thus the designation "reading room group"). As a sidebar, we experimented with using Activity Status to manage these different phases of a class==>reading room scenario when that became available in Aeon 3.7 (along with some crafty routing rules based on Activity Status that our in-house tech had devised). We have since determined that managing Activity requests as batches instead of always routing requests individually resulted in more errors than the time saved was worth. (More in email called "Activities and Requests in Aeon"

   We have gone through a few iterations of methods for handling just these situations, because cloning to all individual users for what was essentially course reserves (or other similar Activities) was quite cumbersome. Here's what we've devised, and it's working pretty well for us these days: 1. When materials are being used in the class session, all requests are routed to "Item Checked Out to Activity." 2. When the class session is over but we suspect (or know in advance) that students will return to the reading room for further consultation, we route all the requests to a custom queue,… more

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   0 comments  ·  Activities  ·  Delete…  ·  Admin →
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6. Know if a staff user is no longer signed into the client and route any open requests back to previous status.

   Use the System Manager’s StaffSession processing to identify transactions that are marked as in processing by a user that no longer has the Client open. Then route those back to their previous state to present requests being stranded.

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   0 comments  ·  Staff Client  ·  Delete…  ·  Admin →
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7. Make it easier to find the button that lets you export the results of a custom search.
   2 votes

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   0 comments  ·  Staff Client  ·  Delete…  ·  Admin →
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8. Create a description field in the Queues table

   There are so many queues, it's good to have a description for their purpose.

   8 votes

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   0 comments  ·  Database  ·  Delete…  ·  Admin →
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9. Option for Collection Access Permissions

   Need a way to control if a patron has permission to view certain collections. Needs to be visible by researcher and staff.

   4 votes

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   1 comment  ·  User Management  ·  Delete…  ·  Admin →
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10. Increase flexiblity of the item check out security prompt

    Most sites like this feature but end up disabling it since it gets annoying with all the staff requesting happening in Aeon. Can we enhance this feature to be more flexible? Ideally it would ignore requests from staff since they are never signed into the reading room but still give warnings for patrons not signed in.

    2 votes

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    0 comments  ·  Staff Client  ·  Delete…  ·  Admin →
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11. Add some kind of conflict resolution to the request form in the Client and give the staff user the chance to see the current request details
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    0 comments  ·  Staff Client  ·  Edit…  ·  Delete…  ·  Admin →
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12. Distinguish between the Route button that displays the transaction status options and the Route button that displays photoduplication status

    The two route buttons are identical and it makes them confusing.

    18 votes

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    0 comments  ·  Staff Client  ·  Delete…  ·  Admin →
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13. Add the Export tag to request tables on MainMenu.html and ViewRequestHistory.html in the default web pages.
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    0 comments  ·  Web Interface  ·  Delete…  ·  Admin →
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14. Have the Cancel, Send Email toggle and Edit Email toggle changed to the single Cancel button which includes the Send and Edit email check bo
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    0 comments  ·  Email  ·  Delete…  ·  Admin →
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15. Have the option of using email address for password reset instead of username.
    6 votes

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    0 comments  ·  User Management  ·  Delete…  ·  Admin →
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16. Have a request limit apply not just to all outstanding requests, but to outstanding requests by date.
    4 votes

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    0 comments  ·  Web Interface  ·  Delete…  ·  Admin →
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17. Disable or hide the Clone to Copy option in Aeon web if the "Request Copy" option is available.
    3 votes

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    0 comments  ·  Duplication  ·  Delete…  ·  Admin →
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18. A supported way to allow patrons to place photoduplication orders from their EAD request form.
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    0 comments  ·  Duplication  ·  Delete…  ·  Admin →
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19. Improve payment from foreign banks through Authorize.net (prevent holds on payments requring manual intervention)
    6 votes

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    0 comments  ·  Billing  ·  Delete…  ·  Admin →
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    awaiting feedback  ·  AdminKatie Gillespie (Special Collections & Archives Program Manager, Atlas Systems, Inc.) responded

    Is this issue still happening while using the Accept Hosted method for Authorize.net? If you have not updated to Accept Hosted, please let us know.

20. Ability to specify location values in the CustomDropDown table for the web and staff client

    ability to specify location values in the CustomDropDown table for the web and staff client

    2 votes

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    0 comments  ·  Web Interface  ·  Delete…  ·  Admin →
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