Results of PERs and Defects Voting for Talis Alto 4.3

Item Area Average Vote Number of Votes Completed

Make loan and queue information visible from reservations

Circulation

3.8994

159

 

Retain bib search settings when switching between targets

Search

3.7285

151

Allow Talis Alto to be run on Windows Vista

General

3.5169

118

Record performance measures in orders

Acquisitions

3.3415

123

Notify borrowers if an item they reserved is subject to an item query

Circulation

3.2199

141

Introduce a new reservation status for 'pending satisfaction'

Circulation

3.0072

139

Fix defect whereby Alto occasionally shows an unexpected message regarding the search level

ILL

2.9895

95

Generate authority records automatically

Cataloguing

2.9624

133

Display the latest loans in loan history

Circulation

2.9197

137

Enable some items to be suppressed from display in bib search results

Search

2.8594

128

Restrict the items displayed when a search is limited by collection

Search

2.8286

140

Add an autosearch facility in Cataloguing

Cataloguing

2.8041

148

Allow Quotes and Orders to carry non-ISBN identifiers (e.g. publishers' numbers)

Acquisitions

2.7265

117

Ensure that Talis Base contributions are re-sent if the receiving server is down

Cataloguing

2.6906

139

Amend import of EDI invoices to conform to updated rule interpretations

Acquisitions

2.6250

96

Allow authorisation of specific fields to be turned off

Cataloguing

2.4741

135

Allow for report and action on over-reserved items

Circulation

2.4526

137

Provide a method of removing items in bulk from a rotation plan

Circulation

2.4314

102

Produce a means to compress the AUTHORITY_REPORT and AUTHORITY_EDIT_LOG tables

General

2.4043

94

The Cataloguing Services item import no longer gives the order number in an error message

Acquisitions EDI

2.3962

106

Assign items to stock rotation at the ordering or cataloguing stage

Circulation

2.2243

107

Allow payment amounts on the payment form to be edited before payment, even if the invoice is EDI

Acquisitions

2.0849

106

Extend the new look and feel to more forms

General

2.0614

114

Allow for single item recall and parameters for selecting items for recall

Circulation

1.9516

124

Validate borrower address names

Circulation

1.9406

101

Check whether an item is in a stock rotation plan when making changes in Bulk options

Circulation

1.6337

101

Add a dedicated field for holding Smartcard numbers

Circulation

1.4747

99

Restrict the ILL report Display As field to 80 characters to match the database field size

ILL

1.4239

92

Allow loan history to display more than the last two years' loans

Circulation

1.2787

122

Exclude cancelled ILLs from the borrower's total

ILL

1.1509

106

Allow EDI for serials

Acquisitions

0.8468

111

Amend existing parent/child records so that the child records contain full details

Cataloguing

0.7500

108

Add a function for 'View Smartcard data'

Circulation

0.6703

91

Allow configuration of how data from the Smartcard is added to Alto

Circulation

0.5275

91

Re-engineer Hotlinks

Cataloguing

0.4960

125

Allow instructions for suppliers input on suppliers' websites to be included in the Quote and shown

Acquisitions

0.0654

107

Allow multiple product identifiers to be transmitted in the Alto order

Acquisitions

0.0561

107

Allow item level notes input on suppliers' websites to be included in the Quote and shown in Alto

Acquisitions

-0.1176

102

 

Results of PERs and Defects Voting for Talis Alto 4.2

Item Average Vote Number of Votes Completed

Add an autosearch facility in Acquisitions

3.7821

78

complete

Clear the oldest charges first when paying or waiving

3.7024

84

complete

Make loan and queue information visible from reservations

3.6593

91

Retain bib search settings when switching between targets

3.4762

84

 

Allow for report and action on over-reserved items

3.4444

81

 

Simplify the process of satisfying reservations at discharge

3.4146

82

complete

Add an autosearch facility in Cataloguing

3.2727

77

 

Introduce a new reservation status for 'pending satisfaction'

3.1928

83

 

Notify borrowers if an item they reserved is subject to an item query

3.1467

75

 

Display the latest loans in loan history

3.0000

72

 

Set 040 and 008/39 correctly when copying and editing records

3.0000

64

complete

Update MARC 21 code lists

3.0000

67

complete

Restrict the items displayed when a search is limited by collection

2.8182

66

 

Allow authorisation of specific fields to be turned off

2.7636

55

 

Improve the contents of the authorisation report

2.7193

57

complete

Assign the correct borrower ID to the discharge row when an item is discharged in issue using Assure

2.6866

67

 

Enable some items to be suppressed from display in bib search results

2.5775

71

 

Allow customisation of the collections drop-down list in Alto bib search

2.5417

72

complete

Stop the 'Save changes?' dialog displaying when an ILL record is closed without being changed

2.5323

62

complete

Improve the 'product identifier' workflow in orders and open orders

2.5156

64

complete

work_logdelete.pl should delete rows from M21_STANDARD_NUMBER when deleting a record

2.5000

58

complete

Allow for single item recall and parameters for selecting items for recall

2.4426

61

 

Allow fully authorised records to be contributed to Talis Base

2.4000

50

complete

Correct the enablement's for editing ILL QMW

2.3929

56

complete

The Cataloguing Services item import no longer gives the order number in an error message

2.2157

51

 

Validate borrower address names

2.1525

59

 

Produce a means to compress the AUTHORITY_REPORT and AUTHORITY_EDIT_LOG tables

2.0638

47

 

Allow Talis Alto to be installed on Windows Vista

2.0370

54

 

Give an option to calculate charges when Assure transactions are uploaded

1.9375

64

 

Assign items to stock rotation at the ordering or cataloguing stage

1.8654

52

 

Improve handling of 'control' numbers

1.8354

79

complete

Exclude cancelled ILLs from the borrower's total

1.7679

56

 

Amend ill_confirm_script to recognise report code RENEWED

1.7551

49

complete

Allow loan history to display more than the last two years' loans

1.6912

68

 

Fix defect whereby Alto occasionally shows an unexpected message regarding the search level

1.6889

45

 

Fix order receipt enablement

1.6512

43

 

Allow for email addresses to be split over two lines for SED requests

1.6548

48

complete

Display exact authority reference counts on the list from 'Check Authority'

1.6346

52

complete

Update contribution status correctly in the AUTHORITY_REPORT table

1.5652

46

complete

Make the F9 key work on the Requester Address tab

1.5217

46

complete

Restrict the ILL report Display As field to 80 characters to match the database field size

1.5208

48

 

Ship BLDSC directory of library codes as default ILL supplier file

1.4902

51

 

Add supplier and requester due dates to the interloan search results grid

1.3721

43

 

Display all request numbers for a renewed ILL

1.3617

47

 

Allow for ILL requirement code PTW

1.3250

40

complete

Warn or force selection of either LOAN or PHOTO requirement codes

1.2500

48

 

Change the database data type for TIME

1.2500

36

complete

Maintain counts of ILL requests committed and spent on the Fund form

0.8636

44

 

Stop the contents of subfield 6 being included in the WORKS display fields

0.7250

40

 

Improve navigation to view invoice details for an interloan charge

0.7209

43

 

Allow LC classifications to have 5 digits in block 3

0.0513

39