KohaCon13/Roundtable Notes

= Notes from the KohaCon13 Roundtables =
 This page has transcriptions of all of the comments and wishlist items from the various roundtables held at KohaCon.  Duplicate items have been removed. 
== OPAC ==
*Stop calling it the OPAC -- call it the catalog(ue) 
*Document how search works 
**Need explanations for keyword, facets, relevance 
**User-defined facets 
*Then expose search functions 
*Would like to improve searching/indexing 
**Elasticsearch 
*Displaying book covers 
**Owen uses iframe + Drupal nodes 
**would like something more integrated (using public reports?) 
*Co-op star ratings (macro+micro, live+cached) 
*What do I read next + suggestions 
*Exportable reading history 
**email plain text file 
*Trouble with misspelling, accented words 
*Did you mean API? 
*Use dictionaries to search a translated term
== Cataloging ==
*Joy Nelson's notes for the non-MARC breakout group
*Nicole Engard's notes for the breakout group on on Frameworks, RDA, and Misc. 
== Circulation ==
*Ability to alter due dates specifically (item by item) 
*Display subtitles 
*Customizing or limiting number of paid or completed notifications sent 
*Malfunctions when holds are scanned and then not clicked "confirmed" -- "ignore is the default" 
**Could add system preferences to adjust behavior: automatically send holds or necessarily require a click 
**Automatically choosing "ignore" is a bug 
*Already-triggered holds checked out to a different patron, it needs to become an item-level hold, not an item-specific hold. (Galen asks: was bib-level meant)? 
*Batch item checkin 
*Fine receipt not showing what's paid for 
*Way to make print overdues more formattable 
*Need bill notice that is printable, not just email 
*Transfer slips bug: not printing titles 
*Way to choose default tab of lists (public or private first) 
*Customization for assigning notices (by branch) 
*Group libraries for notification purposes 
*Make overdue notices take calendar (e.g., closed dates) into account, e.g., to not send notices on holidays or regularly closed days 
*Patron privacy - how long we keep data on holds and fines and lost-and-paid items 
*Make it possible to change the hold pickup location from inside patron record 
*Alter due dates after checkout 
*Ability to save certain previously-resolved histories 
*Can selfcheck automatically checkin, waive fines for previous patrons, and check out to patron who has it in their hands? 
*Can we get rid of patron's name attached to items they have lost and paid for? 
*For adult patrons with linked cards (e.g., juveniles), display any fines or notes from linked records 
*Family card - one card, many users with one general 
*Needs to be a better way to discover documentation for existing tools and processes 
**E.g., example was somebody requesting ability to import patrons from CSV file -- which already exists in Koha
== Serials ==
=== Upcoming release ===
*Pattern info stored separately from record 
*Improvement in pattern validation
=== Problems ===
*Holdings records standardized 
*Ease of use 
*Twice-monthly patterns 
*Supplements 
*Analytics
=== Wishlist ===
*Acquisitions/serials integration 
*Getting prediction pattern for centralized source 
*Multiple subscription receiving 
*Collapsing display in OPAC -- summary of holdings
== Reports ==
*Galen Charlton's notes on the admin and reports roundtable
*Cancel button on reports 
*Last run date on reports 
*Last edited date on reports 
*Report page not staying - jumping to top 
*Report group permissions 
**who can see 
**who can run 
**who can create 
*Print button on reports output page 
*Printable version of inventory report with options for number of pages 
*Delivery of reports via FTP 
*Tabbing with pulldowns 
*Update schema docs; schema doc versioning 
*HTML output option for public reports
== Acquisitions ==
*EDI -- some developments in process, need testing 
*Fund rollovers/fund tracking 
*Figuring out terminology differences 
*Better ISBN matching 
*Baker and Taylor Title Source integration (in progress) 
*Batch order load 
*Item record overlay during batch load 
*Automatically creating items -- allow items to be created on order-by-order basis rather than all or nothing 
*Bibs can be deleted without canceling orders, leading to orphan order records 
*More flexibility to record acquisitions activities without having to go through the entire order/receive/etc. process 
**standing orders, gifts, etc. 
*Ability to change vendor for an order (coming in 3.14) 
*Order history 
*Ability to view all order titles (either open or closed) by vendor 
*More flexibility for order reports 
*Cursor default options
== Administration ==
*Galen Charlton's notes on the acquisitions roundtable
*Total holds limit per patron type 
*Easy to ready way to see all circ policies 
*Way to test circ rules 
*Circ rules cumbersome 
*Circ rules based on library groups 
*Clone ability for circ rule defaults 
*Delete notice permission 
*Way to not edit other's notices 
*Cacheable public reports -- ALREADY IN KOHA 
*Separate permissions/interfaces for slips and notices and library-level slips and notices 
*Use Template Toolkit for notices 
*Duplicate all notices for a new library 
*Add fine receipt to notices
== Tools ==
*Better way to discover existing documentation for existing tools and processes 
*Better links to tools/manual pages 
*Label and patron batches not assigning ID until "add to batch"
== General interface ==
*Single sign-on Koha + Google + Moodle (e.g., using Mozilla Persona, Shibboleth Support) 
*Timeouts -- make it possible to have different for staff (longer) and public (shorter) 
*Being able to return to search results after placing a hold 
*Syspref to require SSL login
Category:Koha_Conferences
Category:KohaCon13