Eg2010 kcls enhancements
- 1. KCLS Enhancements for Evergreen Bill Erickson (Equinox Software), Matt Carlson & Jed Moffitt (King County Library System) *Draft - Final version and additional information will be posted online at RSCEL.org and http://evergreen-ils.org/dokuwiki/doku.php?id=advocacy:presentations
- 2. KCLS Evergreen Timeline *content will be added and posted with final version available online
- 3. Patron Registration Our goal was to streamline the process for registering a patron by Creating a single tab thru form Add field specific help files Providing the ability to auto fill City/State based on ZIP code Alerts and UI for pending addresses
- 4. This version of patron registration is all on 1 screen
- 5. You can limit the fields to those defined as required or select “Show All Fields”
- 6. You can also define local help files that staff can access by selecting the magnifying glass icon
- 7. That will display on the right-hand side of the screen
- 8. Maximizing screen real estate and information access
- 9. Maximum room for display of columns
- 10. Improved presentation of patron data in summary display
- 11. Improved presentation of patron data in summary display More information available to staff at a glance and a mini tabbed browser for easy access to additional account details
- 12. Improved screen real estate and other patron account UI enhancements
- 13. Group Options
- 14. Group Options Brief display available in patron summary provides name and balance info with options to retrieve the record in another tab.
- 15. Group Options The full Group Members display provides more information on group members and management options for the group.
- 16. Streamlining of Bills interface UI
- 17. Fines Payment History: Transactions
- 18. Fines Payment History: Payments
- 19. Staff client activity log
- 20. Staff client activity log Recent staff actions, such as materials checked out List of last patrons
- 21. Patron Merging/Deleting *images and content provided with final version
- 22. Clear Hold Shelf A process that removes holds from items that have expired on the hold shelf and generates a report listing items to be pulled from the hold shelf Options to print sorted according to local policy Last hold shelf location is retained in the item record
- 23. Connexion Support of the OCLC product Connexion was a requirement for KCLS This will provide staff the ability to edit MARC records before loading them into Evergreen
- 26. Telephony Enhanced patron notifications with support for Telephony Leveraging off of Asterisk Adds ability to issue automatic overdue notices, hold availability notices, billing notices and courtesy notices with a high degree of staff and patron configurability.
- 27. Other current enhancements Message interface - message status controlled via message wizard, option to require staff initials, ability to define local messages and easy edit/archive options Help Popup - Locally definable help pages, KCLS templates will be shared with the community as a starting place Password test - quick option to validate patron password in staff client Hold Note - Ability to add notes to patron holds