Comment 17 for bug 1297909

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Laura Horgan (horganl) wrote : RE: [Bug 1297909] Re: Improve copy note feature to streamline workflows

When adding a note for multiple copies it would be helpful if we could have the same functionality as serials. In serials there is both an item note, Subscription (title) note and distribution note. If the note pertained to all copies it could be added to a title note. I see no reason in any case why I should not be able to add notes at the time when I am adding the copy. In some cases such as for a reserve item I might have a copy that is a library copy and one that is owned by a professor so I would always want to have the ability to separate the notes if needed.

-----Original Message-----
From: <email address hidden> [mailto:<email address hidden>] On Behalf Of Sarah Childs
Sent: Thursday, March 27, 2014 11:54 AM
To: Laura Horgan
Subject: [Bug 1297909] Re: Improve copy note feature to streamline workflows

Yeah, Dan. When I created it the bug, I realized it covered a lot of different things, but they are all inter-related, so it kind of made sense to me discuss what we really want and need before we break it up into smaller chunks.
a nl
Elaine, I found the initial thing annoying as well, and I want to see any changes to notes make them more convenient to use. Hmm, if you were talking about the column picker, I don't understand the idea of the more/less button. If you want to see less, why not just use a narrow column? Or to me that would be a column picker development, where you could click a button in any column to expand to fit the contents of the column, but not something specific for copy notes. Titles can be very long as well.

Lynn, that's a good point about the multiple notes. I don't know the best way to display that in the column picker

Jodi, I like the idea of the bold or color change for the button to indicate the item has copy note(s)!

It sounds like there is consensus around being able to add notes during the add copies step.

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https://bugs.launchpad.net/bugs/1297909

Title:
  Improve copy note feature to streamline workflows

Status in Evergreen - Open ILS:
  New

Bug description:
  Now that copy notes can display in the OPAC, they can be used to
  provide useful information to patrons, however they are cumbersome to
  apply and use.

  Suggested Improvements:
  The ability to add them when you add copies would be very welcome. Having to add your copies, close the copy editor, and then reopen the copy editor to access the copy note function is extremely frustrating and involves a ton of clicks. I envision that when you add multiple copies, the note would be applied to all the copies, so if you want to just do one of the copies, or do different notes for different copies, you would still close the copy editor.

  But instead of having to then access copy notes through the copy
  editor, there should be a direct option to add a copy note in the
  cataloging menu.

  Copy note templates would be extremely useful as well. A lot of the
  notes we add tend to employ standard verbiage that we use over and
  over. Autographed by author. Donated by so and so, etc. I have one
  long note that I add to a new item that is donated by the same group
  every week, for instance.

  The ability to edit copy notes would be welcome.

  It would also be great to be able to display them using the column
  picker, since that would make it easier to verify that they had been
  added and added correctly, and other staff could easily see the notes
  associated with the items when not in OPAC view.

  And of course, most everyone wishes they were searchable, though that
  should probably be its own bug.

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