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  1. 33 votes

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    Wes Osborn commented  · 

    Maybe a good middle ground is not enabled notices on the patron account until the notification delivery method has been confirmed. So the account could be created but notices wouldn't go out and the account would be cleared labeled as having its notices not going out until a confirmation link was selected that established good working communication first.

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    Wes Osborn commented  · 

    Per "T's" comment - another option like sending an immediate test "Let us know if you got this text/email/phone call" could be another good approach that ensures that the notification method works without requiring the confirmation loop. And since it would be done by staff initiating something on the patron account it would allow for a more controlled rollout.

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    Wes Osborn commented  · 

    Although I know this would be more steps than happen today, I think that it is not an unusual flow for most accounts that people establish these days and would ultimately benefit both the patron with being assured they can get their notices and the library for having a better reputation for sending notices and lower costs (SMS/texts) for making sure those notices get through.

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  2. 19 votes

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    Wes Osborn supported this idea  · 
  3. 12 votes

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    Wes Osborn commented  · 

    Agreed, we've seen similar issues with being able to "browser" authority records because it attempts to open the authority record in edit mode by default.

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  4. 9 votes

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    Wes Osborn commented  · 

    Yes, even something like the isINNReach:true that is offered in the Picklist would be a huge help!

  5. 9 votes

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    Wes Osborn commented  · 

    Not being able to accurately rely on selecting the proper postal code when it has been supplied with this information is troublesome.

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  6. 14 votes

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    Wes Osborn commented  · 

    It would also be nice if the filter box had a way to narrow the column being searched, even if it were more like power searches.

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  7. 20 votes

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    Wes Osborn supported this idea  · 
  8. 12 votes

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    Wes Osborn shared this idea  · 
  9. 97 votes

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    Wes Osborn commented  · 

    This is something we do via SQL regularly; it would be a blocker for us moving to hosting with having someway to build a record set using an arbitrary list of bib ids.

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  10. 48 votes

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    Wes Osborn commented  · 

    Great suggestion @Alexis on being able to launch from the dup detection screen.

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  11. 12 votes

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    Wes Osborn commented  · 

    We haven't thought about giving this permission to staff directly but it would be a big improvement over them having to open a ticket, especially if we could give them a link to do it directly in WebSA.

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  12. 11 votes

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    Wes Osborn supported this idea  · 
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    Wes Osborn commented  · 

    This would be great as it would allow for new dedup processes to be explored while being able to safely merge the records and their holdings.

  13. 16 votes

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    Wes Osborn commented  · 
  14. 11 votes

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    Wes Osborn shared this idea  · 
  15. 10 votes

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    Wes Osborn commented  · 

    Another option just to put out there for consideration is this script that will sync the additional and deletion of holdings automatically: https://forum.innovativeusers.org/t/oclc-worldcat-data-sync-powershell-script/2754

  16. 7 votes

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    Wes Osborn supported this idea  · 
  17. 97 votes

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    Wes Osborn commented  · 

    @Shaket printing all other held items out doesn't seem to match what I'm seeing the documentation for the notes field: https://documentation.iii.com/polaris/8.0/Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPreceipts/Set_hold_slip_options.htm

    You've checked with support and confirmed that is expected behavior?

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    Wes Osborn commented  · 

    Maybe one way of getting more delivery type information on the receipts would be to have a Printed Name in the branch record. Currently, there is a Display Name, if a Printed Name could be added that would be a helpful place to include the needed delivery/sorting information. That would mirror how InnReach works.

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  18. 24 votes

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    Wes Osborn commented  · 

    This came up again recently. Again, I would suggest that Leap have some information show on the screen that you have to select a registered branch. Even if it was just additional text on the screen near the patron code selector that would be helpful.

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    Wes Osborn commented  · 

    If this can't be implemented, the Leap patron bulk change process should make it clearer that you must change the patron's registered branch. Right now that is pretty unclear, whereas in the client it would give you a more specific error message.

  19. 4 votes

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    Wes Osborn shared this idea  · 
  20. 44 votes

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    Wes Osborn commented  · 

    We would need the normalized search to work through the PAPI as well as within the Leap client.

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    Wes Osborn commented  · 

    Sigh. This came up again today. So wild, there is no phone number normalization going on for search.

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    Wes Osborn commented  · 

    Specifically the issue here in leap seems to be looking for SOME sort of delimiter. So, 614.837.8533 will match 614-837-8533 but 6148378533 will NOT match either of those.

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