Patron Record Display - Increase Height and/or Allow Column Adjustments w/Custom Display
When you retrieve a patron record, the system displays information from that record in the top half of the window. See https://csdirect.iii.com/sierrahelp/Default.php#sril/sril_disp_patron.html for details.
This height of this area of the patron record display is quite short.
While you can make adjustments with WHAT is displayed, the number of columns used in each display is not configurable. (I.e., the Custom Display option always displays the specified record fields in a single column.).
Yes, to view more fields in the patron’s record, you can hover your cursor over the i icon (which no one pays attention to/misses completely), and an expanded display of the patron’s record appears in a pop-up window.
However, this still requires additional action from the staff to get there. You should be able to customize what you want to see, that meets the needs of your staff, and have it show up at the top of the record (an incredibly short field in proportion to the rest of the display).
Idea Value
Remove steps currently needed to see desired/necessary information in a patron record -- save time and frustration.
Alison Pruntel
shared this idea
A nearly identical idea was previously submitted through Idea Lab and is under review.
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MEEP candidate for the Sierra 6.5 release
Functional Requirements (what does it need to do?)
• The screen will be doubled from its current size to show more patron fields on the screen.
• When using either the brief display or the brief display w/address, the pre-defined fields will wrap across two columns (existing functionality).
• When using the custom patron record display, a library staff member will be able to set the number of columns and the number of fields to display on screen in the Sierra client > Admin > Options > Patron Display tab.
• If there are more fields than can be displayed, a vertical scroll bar will appear on the right side of the screen to show the remaining fields.
• An administrator will be able to set the number of columns and the number of fields to display on screen in a user’s custom patron record display options in the Admin App > Authorization and Authentication > Users > [user] > Options > Patron Display > Custom Display Settings. -
Elizabeth Wright
commented
This is a common request from Staff. Hovering over the information box option is a repetitive motion that could be avoided if we could include 1 or 2 more fields in the display.