Project Ideas 2025/26
- 1Be able to completely hide defunct library org units(Item from 2023 Project Ideas) Currently in Evergreen, organizational units that have been closed can be marked "OPAC visible = false" so they don't show up in the OPAC. However, closed org units co... Read more...
- 1Checkbox to exclude empty records from search results(Item from 2023 Project Ideas) When searching in the staff client (without shelving location filter or availability modifier in use, in very modern versions), the results will include entirely empty ... Read more...
- 1Add improved print/email functionality to Angular staff catalog(Item from 2023 Project Ideas) The angular staff catalog needs to be updated to use the enhanced print and email functionality released in bug 1749475 "https://bugs.launchpad.net/evergreen/+bug/1... Read more...
- 1Import / Export Report Templates(Item from 2023 Project Ideas) There should be an ability to import/export reports in the reporter client. These can be exported/imported as JSON like the print templates and would allow for s... Read more...
- 1Retrieve another patron by barcode from the checkout tab(Item from 2023 Project Ideas) We continue to receive requests to "bring back" the feature that would allow staff to retrieve the next patron from the check out tab in the patron record. We would lik... Read more...
- 1Add ability to edit "claims returned" date(Item from 2023 Project Ideas) The ability to change the 'claims returned' date should be an action included in the 'other circulations' action menu of a patron account. https://bugs.launchpad.net... Read more...
- 1Create library setting for "Is mint condition?/quality" item attribute default for holds(Item from 2023 Project Ideas) The default for the desirable quality of a hold is set to "t" (true) and cannot be changed without direct edit access to the database. A library setting should be creat... Read more...
- 1Option to checkout captured holds from the holds tab(Item from 2023 Project Ideas) Use case: libraries with pick up lockers or manual curbside pickup workflows. https://bugs.launchpad.net/evergreen/+bug/2003733
- 1Deleting metarecords breaks hold interface(Item from 2023 Project Ideas) Please refer to LP ticket for this idea as the comments are important to understanding the needed work. https://bugs.launchpad.net/evergreen/+bug/1441301
- 1Add to record bucket by item barcode(Item from 2023 Project Ideas) It would be convenient to be able to add bib records to a record bucket by scanning in item barcodes https://bugs.launchpad.net/evergreen/+bug/1837799
- 1Hourly due dates should not exceed closed hours of library(Item from 2023 Project Ideas) Persistent issue since 2.2 Users of hourly reserves are being assigned due times when the library is closed and are being charged hourly overdue fines when the libra... Read more...
- 1Permission Interface(Item from 2023 Project Ideas) It would be helpful to have a permissions interface where staff can search for main and secondary permission groups; which staff members have which permissions, and how... Read more...
- 1Cash Report "user payments" should display based on workstation not on staff home library(Item from 2023 Project Ideas) open-ils.circ.money.org_unit.user_payments currently filters based on the home org of the staff user who took the payment. It should instead filter by the staff member... Read more...
- 1OPAC Search results - add publication year to facets(Item from 2023 Project Ideas) From LP ticket - ""Our patrons often want to limit to recently published items (e.g. those published in the past 5 years). It would be lovely to have a facet in the publ... Read more...
- 1Allow MARC Batch Edit to update the bib record's edit_date(Item from 2023 Project Ideas) This may affect other aspects of Evergreen, but my (personal) primary focus is on authorities work. When headings are updated in batch, the "Link Authorities to Recentl... Read more...
- 1Add option to save & open new patron(Item from 2023 Project Ideas) When creating a new patron, the current options are ""Print"", ""Save"", and ""Save & Clone"". It would be nice to have an option to ""Save & Open"" or ""Save & Retri... Read more...
- 1Provide additional search result facets(Item from 2023 Project Ideas) In addition to publication year, it would be helpful to have facets equivalent to the advanced search filter options: - Item Type - Item Form (esp Large Print) - Lan... Read more...
- 1Provide way to show deleted items(Item from 2023 Project Ideas) Please refer to LP ticket for extended description https://bugs.launchpad.net/evergreen/+bug/1399741
- 1OPAC titles are truncated when query string presentThis is such a perplexing bug (why should information be suppressed by the presence of a query string?) and continues to create confusion in libraries. I'd love to see it fixed!
- 1Set different curbside pickup hours(Item from 2023 Project Ideas) We would like to be able to set curbside hours within our open hours. For example the library is open from 10 a.m. to 7 p.m. but we only want to do curbside from 11 a.m.... Read more...
- 1Track staff and workstation where payments were accepted(Item from 2023 Project Ideas) User payments were tied to the home library of the staff user, so my initial testing of forgive/work/goods didn't show up as I expected. I feel very strongly that they ... Read more...
- 1Spine label printing - fix top margin(Item from 2023 Project Ideas) When printing spine label sheets if you are printing more than one sheet at a time the margin at the top of the second page is ignored.
- 1Wishlist: Call number browse should have filters(Item from 2023 Project IDeas) " This is a generalized version of the more specific request to add shelving location filters to the Call Number Browse (https://bugs.launchpad.net/evergreen/+bug/18785... Read more...
- 1Display patron user settings in patron account details sidebar(Item from 2023 Project Ideas) "When viewing a patron’s record in the web client, account details display in the left sidebar. In order to see a patron’s hold notification preferences, however, the s... Read more...
- 1Attach shelf expire time to item type(Item from 2023 Project Ideas) It would be helpful if we could attach shelf expire times to particular item types or circ mods. For example, we hold books for patrons for 10 days but DVDs for 2 days.... Read more...
- 1Create Homebound Tools(Item from 2023 Project Ideas) This would address at least two existing bugs and also create some administrative interfaces and configurations to provide suggestions to fill requests for enrolled pa... Read more...
- 1"New Search" and "Clear Filters" option in Staff Catalog and OPAC(Item from 2023 Project Ideas) Improvements to staff catalogue are the LP objectives here, and are good ideas, but Sitka libraries would also like to have the clear form button on Search Results pages... Read more...
- 1Record staff and location for patron registrations and updates(Item from 2023 Project Ideas) We have a need for the software to capture the org unit that the patrons was registered (not home library). We also would like to capture the staff client user that regi... Read more...
- 1Add secondary permission group to search(Item from 2023 Project Ideas) Include secondary permission group when doing a permission group search
- 1Customizable Patron Summary(Item from 2023 Project Ideas) We continue to receive requests to hide fields that the library does not collect and move certain information closer to the top of the screen in the patron summary.
- 1Improved "stickiness" of options across the staff client(Item from 2023 Project Ideas) "There are several Launchpad bugs related to the ""stickiness"" or certain options in the Angular interfaces, including, but not limited to: - Preferences in the staff... Read more...
- 1Pronoun option in patron record(Item from 2023 Project Ideas) We would like to have a place where patrons or staff can add a patron’s preferred pronouns. We could never come up with all possible combinations, so see this as a free ... Read more...
- 1Max hold enhancements(Item from 2023 Project Ideas) "There isn't currently a way to restrict holds based on circulation modifier. Having a feature similar to circulation limit sets (hold limit sets) or having the max hol... Read more...
- 1MARC Template Interface(Item from 2023 Project Ideas) Currently, MARC templates must be created utilizing direct server access. This is overly cumbersome for a lot of reasons not least of which is the need to restart OpenSR... Read more...
- 1Patron self-registration improvement(Item from 2023 Project Ideas) "The Patron Self-Registration form and registration process needs a little attention. There are a few bugs that prevent some libraries from using it due to its lack of... Read more...
- 1More options to customize patron registration screens in staff client and self registration(Item from 2023 Project Ideas) Development idea is to separate settings for these patron record interfaces to allow for better control/customization. Potential for bundling with patron self regist... Read more...
- 1Change a hold from one type to another(Item from 2023 Project Ideas) "A library places an order for a new dvd. Patrons place title level holds in the opac. When the dvd arrives and is cataloged, parts are assigned to the items. The patron... Read more...
- 1Update item status from check in/item status windowHave a popup menu option to select from Actions that will allow circ staff to quick-change an item’s status without having to open up the Item Attribute Editor. (Example: Rather than Damage out an ite... Read more...
- 1Circ history download fails with large number of circs(Item from 2023 Project Ideas) When a user downloads their circulation history as a CSV file and the number of history items is too large, CSV creation fails and the user is presented with an Internal... Read more...
- 1SMS Delivery Method Development(Item from 2023 Project Ideas) SMS delivery has become problematic and inconsistent, with some popular carriers using the current Email to SMS gateway set up. Carriers are throttling or delaying deliv... Read more...
- 3Create a global administrative interface for workstation management and settings deployment EditWishlist item. Currently, all workstation settings are managed individually from within the staff client. There is no centralized, administrative interface for viewing or managing all workstation p... Read more...
- 1Wishlist: distinction between "available to borrow" and "available in library" Edit"Limit to available" is ambiguous, and not everyone wants the same behavior all the time. Should limit to available show only items that can circulate, or should it show everything that can currently ... Read more...
- 3need for a "show deleted items" feature within the staff client EditAdd a "show deleted items" checkbox option (defaulting to off and *not* persistent once set) in the Item Status interface so that a barcode scan would show all items, deleted or not. This option would... Read more...
- 3Ability to undelete an Item in the staff clientAs of 3.11, you can undelete a MARC record in the staff client, but there is no way to undelete an item. It would be helpful for support staff to have the ability to undelete an item that was delet... Read more...
- 1Confusing error message displayed when hold blocked because of pickup locationWhen staff try to place a hold in the staff client and the hold is prohibited by a hold policy based on the pickup location the message that displays reads ITEM_NOT_HOLDABLE. This makes it sound li... Read more...
- 4Completion of Angular Circulation WorkThe completion of work on Angular circulation interfaces should be prioritized so that circulation can be further developed. This committee is in the best position fund development that would push the... Read more...
- 2Unified Settings/Admin PageBased on the work done in the Evergreen User Interface Group, it would be desirable to reorganize the entry point to various administrative interfaces into one page from the several disparate pages (l... Read more...
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