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474 results found

  1. In Staff Manager separate option to reset staff's view of Queues and Queue groupings from Grid settings

    If you make adjustments to the Staff Template specific to the Queue listing (Home tab), the only way to apply that is to use the Delete Grid options which will also clear out any column order or customization that staff have done to the Q view in their own client. If there were another way to do this it would be very helpful.

    2 votes

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    0 comments  ·  Admin Tools  ·  Admin →
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  2. Add functionality to display a field (including custom fields) when RequestFor is populated with an activity.

    When a user submitting a request selects an activity from the Request For dropdown, allow additional fields to display to ask for Date Needed or other data related to activity requests. This relates specifically to sites using appointments, where the appointment fields are hidden when an activity is selected.

    1 vote

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    0 comments  ·  Activities  ·  Admin →
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  3. Add the ability to clone appointments to other dates through the staff client

    I find that it can be helpful to clone previous appointments to a patron, with the adjustment of expected appointment date. This can save steps vs creating a new from scratch.

    4 votes

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    1 comment  ·  Staff Client  ·  Admin →
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  4. Extend character limit for photoduplication requests

    Extend character limit for photoduplication requests
    Currently patrons are limited to about 250 characters, insufficient for complex special requests and/or notes.

    3 votes

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    0 comments  ·  Duplication  ·  Admin →
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  5. Ability to batch edit requests

    We would appreciate being able to batch edit requests. I'm sure there are other batch editing use cases, but one that occurs regularly for us if the need to add the same note to multiple request tickets. It can take quite a bit of time to open/edit multiple tickets. In addition to the ability to batch edit various notes fields, adding/updating the scheduled date field would also be useful.

    16 votes

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    2 comments  ·  Other  ·  Admin →
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  6. Exclude closed days from lead day counts

    When patrons make requests the day before regular closures, closed days are counted as lead days, so materials may not be available in time for patron appointment.

    10 votes

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  7. Extend length of status lines

    Currently, status line text has a character limit (255?) but this is often not long enough, especially if links are included in the text, as the href code is included in the character count. Status lines should be set to longer character length.

    3 votes

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  8. Ability for staff to view uploaded reproduction in staff client

    The University of Baltimore would like for staff to be able to view the reproduction that was delivered to the patron. They would like a "View" button, similar to the one that already exists for uploading other documentation to the request and user records. They do not want all staff accounts to have access to the "Logon to web" button, and the proposed View button would also be more convenient.

    6 votes

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    0 comments  ·  Duplication  ·  Admin →
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  9. 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

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    0 comments  ·  Staff Client  ·  Admin →
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  10. Client: Have fields that allow multiple selections from a controlled vocabulary

    The University of Pittsburgh would like additional data types for custom fields, especially the ability to select multiple options from a controlled vocabulary in fields (custom or default) on the Aeon client side. There is an existing ticket in UserVoice specifically about the research topics field. Pittsburgh would be interested in being able to have multi-select fields in the activity record in order to record necessary stats for activities that fall into multiple categories.

    3 votes

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    1 comment  ·  Staff Client  ·  Admin →
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  11. Clearance status in the Appointments tab in the client

    In the Appointments tab, agenda view, you can currently see the researcher's name, user name, time slot, and number of requests. It would be helpful for there to also be an indication of their clearance status (perhaps with a column for cleared/not cleared, or by using a different text color or background shading for the different statuses). That way, it would be easy to look at the day's researchers and get a feel for how many are new, versus returning. Perhaps clearance status can show up in all the available views if possible.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  12. Allowing users to toggle between reading rooms in the appointment booking calendar

    It would be helpful is users could toggle between reading rooms in the appointment booking calendar. It's confusing to have to select which reading room first then bring up the calendar. It should just be in one place. Thanks!

    1 vote

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    0 comments  ·  Web Interface  ·  Admin →
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  13. Preventing users from booking simultaneous appointments in two reading rooms

    We need a setting which prevents a user from booking simultaneous or overlapping appointments in two reading rooms at the same time.

    9 votes

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  14. Segmented request limits, per location

    For sites with multiple sites, it would be great to set segmented request limits per location instead of one shared request limit across all locations.

    3 votes

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  15. Automatically filter out disavowed users from user search

    When a user has created multiple accounts, one account will be disavowed via the user merge process. However, that account is typically listed first in search results. When a disavowed user's account is selected in a grid, the special highlighting/text color does not persist. Thus it is easy for staff to get confused and click the wrong user record. It would be helpful to have a button like the Active/All requests toggle, set to active by default, to automatically filter disavowed users out of search results to minimize confusion and prevent staff from re-clearing disavowed users.

    3 votes

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  16. Activities - include Activity ID in activities tab view of active activities

    The University of Pittsburgh has adapted the batch import template to allow for the import of requests into more than one activity. They did that by adding the activity ID field to the template. It would be easier to get the activity IDs if they were included in the fields that display when a staff person clicks on the Activities tab in the staff client and views the current activities. From this view, the table can be exported to Excel. It would be helpful if the activity ID was included in the export. The Activity ID field is not currently…

    2 votes

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  17. Allow fields from additional tables to be called in the RequestFromFile process

    It would be useful to allow custom fields, transaction flags, and notes to upload via the RequestFromFile template.

    4 votes

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    1 comment  ·  Staff Client  ·  Admin →
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  18. Created automated email to send to user when new request is submitted

    • possible to send only on 1st request per day
    • key to turn on or off
    4 votes

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    1 comment  ·  Email  ·  Admin →
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  19. 3 votes

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    1 comment  ·  Email  ·  Admin →
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  20. 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 vote

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