Include ‘Patron Statistical Code’ in Leap Patron Information Panel
Current Situation:
We currently have an unwieldy number of Patron Codes, which we aim to streamline by shifting toward greater use of Patron Statistical Classes. This is possible because many of our existing Patron Codes have minimal or no functional differences. However, Patron Statistical Classes are not currently displayed within Leap’s Patron Info (‘I’ button) panel, requiring extra steps for staff who frequently need quick access to this detail regardless of which patron registration view they are currently in.
Suggested Enhancement:
Add the Patron Statistical Code directly below the Patron Code within the Leap patron information (‘I’) panel. This would give us similar functionality to the client located at Parameters > Patron Services > Check-out: Optional patron data.
Benefits:
• Streamlines workflows by providing needed patron information immediately.
• Maintains clear visibility of nuanced patron distinctions without extensive Patron Code proliferation.
Impact:
Library staff will be able to rapidly verify patron statistical information, reducing errors and improving service efficiency.
Related Enhancement:
There is a similar request here which asks for the ability to change display options:
https://ideas.iii.com/forums/951742-ils-polaris/suggestions/48190352-allow-libraries-to-customize-info-displayed-in-lea
