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  1. 5 votes

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    Jeremy Goldstein supported this idea  · 
  2. 8 votes

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    Jeremy Goldstein commented  · 

    Automating clean up is one thing, though I'm not sure AI is the ideal approach to take given the differences in codes across customers.

    We've made some custom scripts using SQL and the available APIs to automate some low lying clean up tasks such as applying ptypes based on address information.

    But for the most part we've needed to instead generate reports for staff to look over and make manual corrections. Items with seemingly incorrect item types is a good example. Something with a book itype attached to a bib record with a mattype like dvd could be a matter of a type in the item, or the item could be attached to the wrong bib entirely. Making that correction requires staff intervention and can't be outright automated.

  3. 21 votes

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    Jeremy Goldstein supported this idea  · 
  4. 11 votes

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    Jeremy Goldstein shared this idea  · 
  5. 6 votes

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    Jeremy Goldstein supported this idea  · 
  6. 6 votes

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    Jeremy Goldstein commented  · 

    For an additional use case we also have a number of libraries who are heavy users of x-records with invoices and in those cases the invoice is the only point where such a message could be triggered.

    Jeremy Goldstein supported this idea  · 
  7. 6 votes

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    Jeremy Goldstein supported this idea  · 
  8. 6 votes

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    Jeremy Goldstein supported this idea  · 
  9. 6 votes

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    Jeremy Goldstein commented  · 

    I have an alternate suggestion for an approach to take to address this problem. As someone who travels between locations with a laptop to work the IP based approach may not be the best option.

    It's been some time since then, but when I was a user of a different ILS this was addressed by having the workstation/client "register" to be associated with a location, entirely outside of the user logon process. On a daily basis the user only has to use their single personal logon and the location for the workstation would remain persistent (though it could be altered if need be).

    Jeremy Goldstein supported this idea  · 
  10. 11 votes

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    Jeremy Goldstein supported this idea  · 
  11. 11 votes

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    Jeremy Goldstein supported this idea  · 
  12. 13 votes

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    Jeremy Goldstein supported this idea  · 
  13. 6 votes

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    Jeremy Goldstein supported this idea  · 
  14. 8 votes

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    Jeremy Goldstein supported this idea  · 
  15. 26 votes

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    Jeremy Goldstein shared this idea  · 
  16. 15 votes

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    Jeremy Goldstein commented  · 

    Besides the record count report mentioned in the idea we've had many requests over the years for cost per circ reports, which we've only ever been able to estimate given that our items generally contain list prices (for billing purposes) and not the library's cost (residing in the order record paid field).

    I have reservations about establishing a direct link between an order and an item given the need at many libraries to routinely delete old order records, but just having the fund code available as an item field could be a decent compromise and enough to provide some additional reporting options.

    Jeremy Goldstein supported this idea  · 
  17. 9 votes

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    Jeremy Goldstein supported this idea  · 
  18. 8 votes

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    Jeremy Goldstein shared this idea  · 
  19. 12 votes

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    Jeremy Goldstein commented  · 

    This is still quite important to me as being able to directly search for a hold as opposed to having to come at it sideways via an item or patron record focused search would make the API far more user friendly.
    That said, personally I can knock it back down a bit because of the additional data that has been added to the SierraDNA hold view since this was first written. The pickupByDate field is now available there so the particular use case cited in the idea can now be accomplished more easily. But I still want a way to search for a hold id more easily so they can then be used with the other hold endpoints.

    Jeremy Goldstein supported this idea  · 
  20. 24 votes

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    Jeremy Goldstein commented  · 

    When you transfer an attached record it is currently possible to select ALL records and holds in a single step.

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