Aeon Ideas

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  1. Add key or checkbox to allow sites to determine if a specific field should clone to a new request.

    Ex: if a user places a request but includes a range of boxes, staff will need to clone the request and update the barcode (ItemNumber). If the barcode field is set not to clone, staff can add the correct barcode to each cloned request.

    2 votes
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    0 comments  ·  Staff Client  ·  Flag idea as inappropriate…  ·  Admin →
  2. Create "email all" functionality that allows the option to email all patrons in bulk from Aeon.

    We'd like Aeon to allow us the capability of emailing all approved researchers through the system directly. Currently, we have to create a list and export it from Aeon to send emails from another system

    6 votes
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  3. 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
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  4. 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
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  5. Ability to update physical and photoduplication automatically together

    Georgia Archives uses a number of custom workflows that are specific to working with government records. They have a few photoduplication workflows where they would like to be able to update the photoduplication status and have that action automatically update the physical status. One example is when they route transactions to "Awaiting Order Payment," they would like for the physical status to update to "In Photoduplication." Currently, the transaction routes to "Awaiting Order Payment" via a routing rule. Then staff have to navigate to the Details tab to click on the In Photoduplication button.

    1 vote
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  6. 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
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  7. 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
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  8. 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
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  9. 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
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  10. Custom Searches saved to Quick Access Toolbar should remain after search is closed

    Custom searches added to the quick access toolbar disappear once the search tab is closed. It would be nice if they persisted so staff could perform routine daily searches from the toolbar without having to reopen the search tab everytime.

    6 votes
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  11. Increase size of the icons that appear in the Aeon staff client

    Georgia Archives has asked that the icons (e.g. refresh, "heart" button, tabs navigation button) in the Aeon staff client be larger so that it is easier for staff to see them and use them.

    1 vote
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  12. Allow ILLiad TN (from Aeon-ILLiad integration mapping) to merge into email templates

    Sites would like to be able to include the ILLiad TN when contacting patrons. It's not currently possible to include this field in the email templates.

    3 votes
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  13. Increase the character limit of the To Address field in email templates

    Submitted on behalf of an Aeon user: My staff discovered that there is a character limit in the “To:” field in the email template section of the Aeon Customization Manager. This prevents us from emailing all of the staff in our Researcher Services group. It also prevents Outlook from converting the list of emails to the more recognizable “Reading Room Group” email group.

    We have frequent need for emailing multiple people, whether its our own staff or its participants in an activity, etc. Can that character limit be removed?

    3 votes
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  14. Queue-specific filters

    I'd like to be able to create a filter that is unique in our Staff Template to unique queues. Right now any time I have a filter applied, the filter automatically applies to any other queue, but for certain queues it would be helpful, for instance, to automatically only view a single day's requests.

    3 votes
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  15. Color Code Photoduplication

    When using the queues, especially photo duplication ones, it would be helpful to be able to assign a color to the entire transaction that either highlights the full TN in the queue or change the text color. Example for usage would be for rush orders.

    2 votes
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  16. Allow users to clear all search boxes on dashboard from quick access toolbar

    Currently, each search box on the dashboard (users, requests, actviites) has to be reset/cleared individually or by clicking the reset option from the bottom half of the search button. It would be convenient to provide a "clear all" option from the quick access toolbar that would quickly reset all search boxes to blank.

    4 votes
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  17. Add option to print individual callslip from Activity request grid

    When you open an activity, and then open the request grid, I really want to be able to select multiple requests from this grid, and print those call slips.

    And, I don't always necessarily want to print all call slips in an activity. Some might be offsite, others in the vault, others I just need to look at first in making decisions about a class...I don't always want to print them all.

    25 votes
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  18. 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
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  19. Aeon Signed In Users grid should allow more fields from Users table

    The current Signed In Users grid is pretty limited. It would be nice if more or all of the Users table columns could be used in this grid. Fields such as UserInfo fields, Status, Department, etc. could all be useful info at a glance in the grid.

    2 votes
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  20. Allow multiple attachments on request record (like on user record)

    Having the ability to upload multiple attachments per transaction would be nice. We don't use attachments specifically because we can't upload multiple items.

    From: https://support.atlas-sys.com/hc/en-us/community/posts/360025469653-Multiple-attachments-per-transaction-user

    7 votes
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