Ability to Configure the Default Acquisitions Search Fields

[Erica Rohlfs]

Evergreen version 2.4.6 and 2.5.2

(Similar to the scoping configuration mentioned in Bug #1287309)

Currently, there is not a way to configure preferred Acquisitions Search Fields. Depending on how the user accesses the Acquisitions Search feature; each option contains its own predefined search fields.

Acquisitions -> General Search
Acquisitions -> Purchase Orders
Acquisitions -> Open Invoices

However, these fields are not currently configurable by the library to accommodate search preferences. For example, in Purchase Orders, the default Ordering Agency is scoped to the workstation’s library. However, a system that creates centralized POs might want the default to scope out to the system level. Also, a library may prefer to search Purchase Order ID (not PO State).

It would be quite helpful and time saving for libraries to have the ability to set Acquisitions Search preferences.

Thank you!

[Kathy Lussier (klussier)]

Defaults are nice, but another approach is to make the selected fields sticky for the workstation across sessions. The benefit to sticky fields is it offers a little more flexibility if staff have a couple of different searches that they often default to.

[Leslie St. John (lstjohn-deactivatedaccount)]

Sticky search fields would solve many end users too much clicking frustrations. Agreed that defaults are nice but probably a little too restrictive here.

[Galen Charlton (gmc)]

The Angular acquisitions search rewrite (bug 1850547) adds the ability to save a default search for PO, LI, invoice, and selection list searches.