Viewing: for those with edit permissions, being able to go directly to edit mode without have to go through view mode first (applies to holdings, items, MARC)

Oct 2, 2025

Raegan Wiechert

Viewing: I have just edited a Holdings record and now need to edit the attached item(s). It would be time/labor saving to be able to go directly to at least the first attached item record without having to go back to the Instance record view first.

Oct 2, 2025

Raegan Wiechert

When searching by Holdings UUID or HRID: results could go straight to the holdings record or highlight the holdings record similar to barcodes searching.

Nov 4, 2025

Bailey Grim (UMKC)

Searching: The top/default search for Items on the Item search segment should be Barcode rather than Keyword (title, contributor, identifier, HRID, UUID)--all of which search the Instance record and not the the Item--in fact, the Item HRID or Item UUID are far down on the dropdown list. By far the most common Item search on the Item Segment is for Barcode.

Nov 5, 2025

Sara Colglazier (MHC/5C)

Viewing/Browsing: Working with Serials, it would be so helpful if I could view/browse all the Items attached to a single Holdings record and then click into one of them in detail without losing the context of all of them. So, if how it works for Instances in the Instance browse & view could also be applied to how one browses & views Items associated with a single Holdings record that would be great. I would see/browse [and be able to sort] all the Items together in the middle/2nd pane and then be able to open the right/3rd pane for a single Item detail view. … This would also help with situations when one has 100s of items for one holdings and one has to keep hitting next to see the next 200 etc.

Nov 5, 2025

Sara Colglazier (MHC/5C)

Search results view: when viewing the results of a search, I want to be able to see the core details of the Instance record (very brief condensed view: title, author, publication statement, identifiers [OCLC, LCCN, local HRID], cataloged date, Instance status term, source), holdings records (permanent & temporary locations, call number, holdings statements, retention policy), and the item records attached to each holdings record (limit to 3 or 5 if more than that number [add a show more to see all the items attached to that holdings record], showing barcode, copy #, volume/enumeration, accession #, status). This will make my workflow more efficient and reduce the number of clicks I have to do to view critical basic information across all three record types. To view the full Instance record, I would want to be able to click the title (as a link). The same linking function for the Holdings record (click the location) and Item record (click the barcode).

Nov 6, 2025

Lynne Fors (Wellesley)

Replace the embedded scrolling table of items in the Instance view. It’s especially difficult to navigate on small laptop screens, requiring resizing and collapsing in of the segments. If you have lots of items attached to one holding, you have to scroll vertically all the way to the bottom to scroll horizontally; the column headers no longer show, so you don't know where you are scrolling in the table and have to guess and then scroll back up vertically to see the headers, etc. It’s a very frustrating UI design. Perhaps a more stacked data view that keeps the data for each item within the screen, or at minimum freeze the headers so we can see them when scrolling horizontally.

Nov 6, 2025

Kara Hart (Wellesley)

Allow customization by tenant to hide data fields that your institution doesn’t use in instance, holdings and item records. This would reduce the visual clutter of unnecessary data fields on the screen and possibly reduce scrolling. (Like in Order templates)

Nov 6, 2025

Kara Hart (Wellesley)