Re: [Evergreen-general] NCIP / CILL profiles with Evergreen?

2022-05-03 Thread PaILS via Evergreen-general
Thanks Jason, that's fantastic! 
One of the things I'm looking for right now is documentation of the workflow, 
because that'll help me figure out how I want to start to implement it. Do you 
have documents you could share, or is there someone in your consortium who 
could walk me through it?
Assuming that it works for us, we would probably have some resources we could 
devote to bugfixes/development. I took a quick look at the launchpad site and 
looks like most of them are older, do you have a sense for what the priorities 
would be?
Thanks!
Katie

-Original Message-
From: Evergreen-general  On 
Behalf Of Jason Stephenson via Evergreen-general
Sent: Thursday, April 28, 2022 12:13 PM
To: evergreen-general@list.evergreen-ils.org
Cc: Jason Stephenson 
Subject: Re: [Evergreen-general] NCIP / CILL profiles with Evergreen?

Katie,

The code for the Evergreen NCIP responder can be found on the community git 
server:

https://git.evergreen-ils.org/?p=NCIPServer.git;a=summary

It works with AutoGraphics ShareIt. In fact, that's the only product it is know 
to work with.

It can be a bit tricky to set up as it requires command line access to an 
Evergreen server.

There are a number of known bugs that I'd like to address soon, but given our 
track record, I can't promise anything:

https://bugs.launchpad.net/ncipserver/

If you have any questions, feel free to ask!

Jason

On 4/28/22 11:43, PaILS via Evergreen-general wrote:
> Is anyone using NCIP, (the NISO Circulation Interchange Protocol), 
> specifically Circulation-Interlibrary Loan (CILL) Borrowing and 
> Lending Profiles to liaise between an ILL provider and their Evergreen 
> institution?
> 
> We’re interested in improving interoperability between our Evergreen 
> consortium and our statewide ILL service, which uses AG ShareIt.
> 
> Thanks for any info you can provide!
> 
> Katie
> 
> Katie Greenleaf Martin
> 
> Executive Director
> 
> Pennsylvania Integrated Library System (PaILS)
> 
> (717) 873-9461
> 
> sparkpa.org 
> 
> Katie Greenleaf Martin
> 
> Executive Director
> 
> Pennsylvania Integrated Library System (PaILS)
> 
> (717) 873-9461
> 
> sparkpa.org 
> 
> 
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Re: [Evergreen-general] Setting up a trigger for overdue items notification

2022-05-03 Thread Linda Jansová via Evergreen-general

Dear Terran,

Thank you very much for the hints and especially for sharing your 
working config for this type of notification! We will compare it with 
ours and hopefully find out what has not been set up properly in our 
installation :-).


Linda

On 5/3/22 21:23, Terran McCanna wrote:
My first thought was perhaps the "Daily" granularity isn't set up in 
your cron jobs properly.


Also, you may want to check the Trigger Event Environment (by clicking 
on the action trigger title rather than on the row) to make sure it 
has all the field paths you need.


This is how we have our 10-day notice set up:

*Trigger Event Environment:*
billable_transaction.summary
circ_lib
circ_lib.billing_address
target_copy.call_number
usr
usr.card
usr.home_ou
usr.home_ou.billing_address
usr.home_ou.hours_of_operation
usr.home_ou.mailing_address
usr.home_ou.parent_ou

*Settings:*
Owning Library: PINES
Name: 10 Day Overdue Email Notification
Hook: checkout.due
Enabled: (checked)
Processing Delay: 10 days
Processing Delay Content Field: due_date
Processing Group Context Field: usr
Reactor: SendEmail
Validator: CircIsOverdue
Context Bib Path: target_copy.call_number.record
Context Item Path: target_copy
Context Library Path: circ_lib
Context User Path: usr
Granularity: overdue-notices
Max Event Validity Delay: 11 days
Retention Interval: 6 mons

*Template: *
[%- USE date -%]
[%- user = target.0.usr -%]
[%- homelib = user.home_ou -%]
To: [%- params.recipient_email || user.email %]
From: [%- helpers.get_org_setting(homelib.id , 
'org.bounced_emails') || homelib.email || params.sender_email || 
default_sender %]
Reply-To: [%- helpers.get_org_setting(homelib.id , 
'org.bounced_emails') || homelib.email || params.sender_email || 
default_sender %]

Date: [%- date.format(date.now, '%a, %d %b %Y %T -', gmt => 1) %]
Subject: [PINES] Overdue Library Materials

Attention:   [% user.first_given_name %] [% user.family_name %]
Card Number: [% user.card.barcode %]

Our records indicate the following items are 10 days or more overdue.

[% FOR circ IN target %]
     [%- copy_details = 
helpers.get_copy_bib_basics(circ.target_copy.id 
) -%]

     Title:    [% copy_details.title FILTER ucfirst %]
     Author:   [% copy_details.author FILTER ucfirst %]
     Call No:  [% circ.target_copy.call_number.label %]
     Barcode:  [% circ.target_copy.barcode %]
     Checked Out At: [% circ.circ_lib.name  %]
     Due Date: [% date.format(helpers.format_date(circ.due_date), 
'%m-%d-%Y') %]


[% END %]

Overdue fines will continue to accrue until items are returned. Items 
may be returned and fines paid at any PINES member library. Some 
libraries also accept online payments at: https://gapines.org/login


If you have any questions, please contact your home library at:

     [% homelib.parent_ou.name  %]
     [% homelib.name  %]
     [%- SET addr = homelib.mailing_address -%]
     [%- IF !addr -%] [%- SET addr = homelib.billing_address -%] [%- 
END %]

     [% addr.street1 %] [% addr.street2 %]
     [% addr.city %], [% addr.state %] [% addr.post_code %]
     [% homelib.phone %]
     [% homelib.email %]

     [%- SET liburl = helpers.get_org_setting(homelib.id 
, 'lib.info_url') -%]

     [% liburl %]

     (Please have your library card number available.)


You may also access your account online at: https://gapines.org/login

---

This is an automatically generated message. Please do not reply. If 
you believe you have received this message in error, please contact 
the library listed above.









Terran McCanna, PINES Program Manager



Georgia Public Library Service | University System of Georgia

2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

(404) 235-7138| tmcca...@georgialibraries.org

http://help.georgialibraries.org | h...@georgialibraries.org




Join our email list for stories of 
Georgia libraries making an impact in our communities.





On Mon, May 2, 2022 at 2:26 AM Linda Jansová via Evergreen-general 
 wrote:


Dear all,

We are on Evergreen 3.6.4 and are trying to make the following
trigger (notification email) work. We have some other notification
emails working correctly, so I suppose we probably have something
wrong with the trigger configuration itself rather than with the
email server.

This notification is supposed to send an email to users who have
not returned their checked-out item(s) in time - it should send
the message one day after the due date.

Currently, we have the following setup:


Re: [Evergreen-general] Setting up a trigger for overdue items notification

2022-05-03 Thread Terran McCanna via Evergreen-general
My first thought was perhaps the "Daily" granularity isn't set up in your
cron jobs properly.

Also, you may want to check the Trigger Event Environment (by clicking on
the action trigger title rather than on the row) to make sure it has all
the field paths you need.

This is how we have our 10-day notice set up:

*Trigger Event Environment:*
billable_transaction.summary
circ_lib
circ_lib.billing_address
target_copy.call_number
usr
usr.card
usr.home_ou
usr.home_ou.billing_address
usr.home_ou.hours_of_operation
usr.home_ou.mailing_address
usr.home_ou.parent_ou

*Settings:*
Owning Library: PINES
Name: 10 Day Overdue Email Notification
Hook: checkout.due
Enabled: (checked)
Processing Delay: 10 days
Processing Delay Content Field: due_date
Processing Group Context Field: usr
Reactor: SendEmail
Validator: CircIsOverdue
Context Bib Path: target_copy.call_number.record
Context Item Path: target_copy
Context Library Path: circ_lib
Context User Path: usr
Granularity: overdue-notices
Max Event Validity Delay: 11 days
Retention Interval: 6 mons

*Template: *
[%- USE date -%]
[%- user = target.0.usr -%]
[%- homelib = user.home_ou -%]
To: [%- params.recipient_email || user.email %]
From: [%- helpers.get_org_setting(homelib.id, 'org.bounced_emails') ||
homelib.email || params.sender_email || default_sender %]
Reply-To: [%- helpers.get_org_setting(homelib.id, 'org.bounced_emails') ||
homelib.email || params.sender_email || default_sender %]
Date: [%- date.format(date.now, '%a, %d %b %Y %T -', gmt => 1) %]
Subject: [PINES] Overdue Library Materials

Attention:   [% user.first_given_name %] [% user.family_name %]
Card Number: [% user.card.barcode %]

Our records indicate the following items are 10 days or more overdue.

[% FOR circ IN target %]
 [%- copy_details = helpers.get_copy_bib_basics(circ.target_copy.id) -%]
 Title:[% copy_details.title FILTER ucfirst %]
 Author:   [% copy_details.author FILTER ucfirst %]
 Call No:  [% circ.target_copy.call_number.label %]
 Barcode:  [% circ.target_copy.barcode %]
 Checked Out At: [% circ.circ_lib.name %]
 Due Date: [% date.format(helpers.format_date(circ.due_date),
'%m-%d-%Y') %]

[% END %]

Overdue fines will continue to accrue until items are returned. Items may
be returned and fines paid at any PINES member library. Some libraries also
accept online payments at: https://gapines.org/login

If you have any questions, please contact your home library at:

 [% homelib.parent_ou.name %]
 [% homelib.name %]
 [%- SET addr = homelib.mailing_address -%]
 [%- IF !addr -%] [%- SET addr = homelib.billing_address -%] [%- END %]
 [% addr.street1 %] [% addr.street2 %]
 [% addr.city %], [% addr.state %] [% addr.post_code %]
 [% homelib.phone %]
 [% homelib.email %]

 [%- SET liburl = helpers.get_org_setting(homelib.id, 'lib.info_url')
-%]
 [% liburl %]

 (Please have your library card number available.)


You may also access your account online at: https://gapines.org/login

---

This is an automatically generated message. Please do not reply. If you
believe you have received this message in error, please contact the library
listed above.






Terran McCanna, PINES Program Manager
--

Georgia Public Library Service | University System of Georgia

2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

(404) 235-7138 | tmcca...@georgialibraries.org

http://help.georgialibraries.org | h...@georgialibraries.org






Join our email list  for stories of Georgia
libraries making an impact in our communities.



On Mon, May 2, 2022 at 2:26 AM Linda Jansová via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Dear all,
>
> We are on Evergreen 3.6.4 and are trying to make the following trigger
> (notification email) work. We have some other notification emails working
> correctly, so I suppose we probably have something wrong with the trigger
> configuration itself rather than with the email server.
>
> This notification is supposed to send an email to users who have not
> returned their checked-out item(s) in time - it should send the message one
> day after the due date.
>
> Currently, we have the following setup:
>
> *Owning Library*: JAB
>
> *Name: *1 Day Overdue Email Notification - Jabok
>
> *Hook:* checkout.due
>
> *Enabled:* True
>
> *Processing Delay:* 1 day
>
> *Processing Delay Context Field:* due_date
>
> *Processing Group Context Field:* usr
>
> *Reactor: *SendEmail
>
> *Validator:* CircIsOverdue
>
> *Granularity:* Daily
>
> *Max Event Validity Delay:* 2 days
>
> *Template:*
>
> [%- USE date -%]
> [%- user = target.0.usr -%]
> To: [%- params.recipient_email || user.email %]
> From: [%- params.sender_email || 

[Evergreen-general] Next Dev Meeting - May 10 at 3pm Eastern, 12 Pacific

2022-05-03 Thread Jason Boyer via Evergreen-general
The next Evergreen dev May 10th at 3pm Eastern / 12 Pacific in #evergreen on 
Libera.chat. 

Agenda is at https://wiki.evergreen-ils.org/doku.php?id=dev:meetings:2022-05-10 
 and is 
ready for additions.

Jason

-- 
Jason Boyer
Senior System Administrator
Equinox Open Library Initiative
jbo...@equinoxoli.org 
+1 (877) Open-ILS (673-6457)
https://equinoxOLI.org/ 
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