Features & Improvements

Currently, when we execute a search for a given search term(s), we cannot copy and paste the link to the search results (i.e. the copied and pasted link will not take another user to the list of search results). There is no way to do this currently, without creating a saved search. We are finding that this is an issue for us and some of our end users so I just wanted to recommend it as an improvement/upgrade (I believe we had this capability previously when we were using a Drupal platform.) Though we have MANY saved searches in our library, our end users cannot save them (as they do not login) and the clinicians that we work with would like the ability to copy and paste the link/URL to search results and share them with fellow clinicians and/or patients.

Some form of AI integration within Soutron. Possible usecases: AI Chatbot for both Soutron documentation and also Portal Search of data in database to suggest related material AI live summariser of search results in Portal as a first pass of suggested results by providing a summary of suggested records. AI Summarisation of documents and its application to provide more automated cataloguing AI engine to identify broken weblinks in their records that will actually go and find potential corrected links – that admins can then accept.

Increase support for multi-media players within the portal. For example extending the existing YouTube player to also support other types such as Audio, video via sources such as vimeo, google drive, Azure, S3.

We upload our files to the system via csv and occasionally we upload to the wrong Record or Content Type. There can be 1000 that go to the wrong type and the only way (aside from doing each one individually!) is to delete what you just uploaded and re-import. It would be great if we could just select them all and have a menu option to change the Record/Content type for the whole batch in one go.

The ability to perform some basic global edits on rich text fields, such as appending plain text or deleting all field contents.

Ability to store documents, image, and multimedia in cloud storage such as S3 and Azure which can then be linked to from Catalogue records. Also with the option of indexing remotely stored documents for searching.

A way for administrators to set up public/shared Collections that are not tied to a specific user. Or a way to claim or take over collections from users that have left.

Improve Invoicing workflows by allowing an invoice to be generated ahead of an order.

Creation of new field type - Look-up Would act in similar way to the Validation and Thesaurus Fields as follows: Like Validation fields, you link the value of a field from data in another field of another record type. (differs in that the links in a validation field occur with a fixed data table) Allows to choose a look up field from a record and return a corresponding value from the same field value or another related field. (i.e. Choose Full Name from list, and data chosen is Full Name form another record (direct correlation of field-to-field value between two records) OR choose Full Name but value comes from the corresponding First Name field in the record (correlation comes from relationship chosen at set-up and the relationship of data that exists in that record type) Like in a thesaurus field, user can type in data and as they type; real time results containing the entered word (or parts of words) are displayed to allow for easier look-up of data. Recommend that the field value could be a single entry or multiple entries by selecting a radio button of values returned to select entries desired. (or through a drop-down box/ radio button combination) Suggest that the infrastructure set-up for this field type has already been created with validation lists, so hopefully this field type may be easier to create and implement based on that existing work already done. As and advanced feature, we would like to see the ability to make data clickable, so that you can be taken to the other record's data when clicked. Rationale: Allows for data to be linked between record types. Maintains consistency of data between records that share common information. Allows for the storage of more complex data between interconnected record types. Changes in data from one record would be updated across all record types sharing common fields Examples of usage: Author records type contains biographical information on author. (in various separate fields such as Name, Date of Birth, Date of Death, Place of Birth, Early life, Works, etc.) and the author's name is linked to the records of the various books that they have written. People record type contains biographical information of their life (in various separate fields) and the people's record is linked to the various appointments (jobs they have held) and linked to a record which assigned the various location information on the appointments they have held. (This is extremely useful for the creation of disposition of forces in a military or Salvation Army context.) Artifact record contains information on various items held in collection. This could be linked to a conservation record which tracks conservation efforts made on each artifact by date and work completed. Each record is separate, but the artifacts are a common field to both too maintain that data consistency,

It would be nice to have more control over and tools for managing Thesauri. Examples include Ability to batch modify thesaurus entries; Ability to not only export but also import thesaurus entry fields; Implementing the auto delete empty terms feature; Collapse all opened folders in the A-Z view

On the Admin search there is a check box for "Search unpublished records only" but we'd like that button to be the opposite and allow us to filter to only published records. This way we can see the same results as the end users (who are often set to only see published) and avoid us suggesting items to issue that they are not able to view. If we could have an additional check box that would be great, but better would be able to set the existing to be search published/search unpublished/search both

An email that users could opt in to and customise by selecting entries of interest from a thesaurus field. They would then receive a daily/weekly list with links to newly added material with the thesaurus subject(s) they selected.

Ability to create custom user fields like we can with a catalogue record. For example create a validation list field, so that a selected value can be assigned to a user record.

The ability to rename a file that was previously uploaded.

In our library students have a semester long checkout. Alumni and friends of the library have a 3 week checkout.