Re: [OPEN-ILS-GENERAL] RFPs for system development
Hi All, I've uploaded a simple RFQ template that you can use for seeking services (implementation planning, training, support) from potential service providers. It is on the RSCEL.org site here: http://www.rscel.org/node/135 Anyone can register at RSCEL so if you can't get to it without registering, I hope you will do so. Also, please feel free to take the document and improve on it and submit an even better version to the RSCEL site! Lori On Fri, May 14, 2010 at 8:39 AM, Kathleen O'Connor kathleen.ocon...@villanova.edu wrote: Our director has been toying with this idea for quite some time. I was just trying to get a heads up on it when he finally decided to pull the plug on voyager Whatever you can share would be appreciated Kathleen E. O'Connor Systems Librarian Falvey Memorial Library Villanova University Villanova, Pa. 19085 kathleen.ocon...@villanova.edu 610-519-4158 *From:* open-ils-general-boun...@list.georgialibraries.org [mailto: open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Lori Bowen Ayre *Sent:* Wednesday, May 12, 2010 11:13 AM *To:* Evergreen Discussion Group *Subject:* Re: [OPEN-ILS-GENERAL] RFPs for system development Hi Kathy, Are you planning to do development or are you looking for an RFP for services such as migrating and implementation? The KCLS software specs were for writing a LOT of new code and I'm thinking that's not really what you had in mind so wanted to clarify. I do have an RFP sample for support I could share. And another very simple one for implementation and training. Lori Ayre On Wed, May 12, 2010 at 7:45 AM, Kathy Lussier kluss...@masslnc.org wrote: Hi all, I’m working with the three Massachusetts consortia that are planning to move to Evergreen in 2011. We are in the latter phases of identifying our development needs for Evergreen with the plan of issuing an RFP for system development in early summer. I was wondering if anyone in the Evergreen community has an RFP they have used for system development in Evergreen or another open-source product that you would be willing to share with us. I do have a copy of King County’s RFP for system support as well as the specs they posted to the http://oss4pl.org/ site. Thanks in advance for your help! Kathy Lussier - Kathy Lussier Project Coordinator Massachusetts Library Network Cooperative (508) 756-0172 (508) 755-3721 (fax) kluss...@masslnc.org IM: kmlussier (AOL Yahoo) Facebook: http://www.facebook.com/techielibrarian Twitter: http://www.twitter.com/kmlussier
Re: [OPEN-ILS-GENERAL] RFPs for system development
Hi Lori, Actually, according to the licensing information in the footer of the RSCEL.org website, we are not allowed to modify the document in any way, unless granted a waiver by RSCEL administrators: All content © 2009-10 RSCEL, all rights reserved. Published under the Creative Commons Attribution - Noncommercial - No Derivatives 2.0 License. Does anyone know why this particular license was chosen? It seems a bit restrictive for a resource sharing website, especially since creating derivatives is usually the intended purpose of sharing documents. Sorry to direct the question to this list, but I suspect that many of the RSCEL folk are here as well. Otherwise, the site looks like a great resource. Rick Mason Lori Bowen Ayre wrote: Hi All, I've uploaded a simple RFQ template that you can use for seeking services (implementation planning, training, support) from potential service providers. It is on the RSCEL.org site here: http://www.rscel.org/node/135 Anyone can register at RSCEL so if you can't get to it without registering, I hope you will do so. Also, please feel free to take the document and improve on it and submit an even better version to the RSCEL site! Lori
Re: [OPEN-ILS-GENERAL] RFPs for system development
We need to change that license to something that strongly encourages you to grab and go. Something more along the lines of http://creativecommons.org/licenses/by-nc-sa/3.0/ If that works, I'll make the change ASAP. Thanks, Rick. http://creativecommons.org/licenses/by-nc-sa/3.0/ Lori On Tue, May 18, 2010 at 11:22 AM, Rick Mason r...@libology.com wrote: Hi Lori, Actually, according to the licensing information in the footer of the RSCEL.org website, we are not allowed to modify the document in any way, unless granted a waiver by RSCEL administrators: All content © 2009-10 RSCEL, all rights reserved. Published under the Creative Commons Attribution - Noncommercial - No Derivatives 2.0 License. Does anyone know why this particular license was chosen? It seems a bit restrictive for a resource sharing website, especially since creating derivatives is usually the intended purpose of sharing documents. Sorry to direct the question to this list, but I suspect that many of the RSCEL folk are here as well. Otherwise, the site looks like a great resource. Rick Mason Lori Bowen Ayre wrote: Hi All, I've uploaded a simple RFQ template that you can use for seeking services (implementation planning, training, support) from potential service providers. It is on the RSCEL.org site here: http://www.rscel.org/node/135 Anyone can register at RSCEL so if you can't get to it without registering, I hope you will do so. Also, please feel free to take the document and improve on it and submit an even better version to the RSCEL site! Lori
Re: [OPEN-ILS-GENERAL] RFPs for system development
On Tue, May 18, 2010 at 2:32 PM, Lori Bowen Ayre lori.a...@galecia.com wrote: We need to change that license to something that strongly encourages you to grab and go. Something more along the lines of http://creativecommons.org/licenses/by-nc-sa/3.0/ If that works, I'll make the change ASAP. Thanks, Rick. Even if I didn't work for a vendor, I'd still be against the non-commercial aspect, which free and open source licenses eschew: http://freedomdefined.org/Licenses/NC -- Jason Etheridge | VP, Tactical Development | Equinox Software, Inc. / The Evergreen Experts | phone: 1-877-OPEN-ILS (673-6457) | email: ja...@esilibrary.com | web: http://www.esilibrary.com
[OPEN-ILS-GENERAL] The Evergreen Reports Task Force - Interested in your feedback
Hi all- The Evergreen Reports Task Force was formed at last month's Evergreen conference. We met online for the first time last week. Here are the notes from our meeting: http://open-ils.org/dokuwiki/doku.php?id=evergreen-reports:meeting_20100513- notes We are working on building a menu of SQL report categories on the open-ils wiki so that the Evergreen community can easily submit their SQL reports for sharing purposes. The jumping off page is here: http://open-ils.org/dokuwiki/doku.php?id=evergreen-reports:taskforce It is a work in progress so your feedback is MUCH appreciated. Take a look at the guidelines for report submission here: http://open-ils.org/dokuwiki/doku.php?id=evergreen-reports:posting_guideline s To see a sample SQL report submission (and, trust me, this one works - it was created by Dan Scott), click here: http://open-ils.org/dokuwiki/doku.php?id=evergreen-reports:circulation_stati stical_reports If you have any comments/suggestions for improvement, we'd love to hear from you sooner rather than later. You can email me (terl...@biblio.org) with your feedback and I will share with the rest of the task force group. Thanks in advance for your input! Amy === Amy Terlaga Assistant Director, User Services Bibliomation 32 Crest Road Middlebury, CT 06762 (203)577-4070 x101 http://www.biblio.org Bibliomation's Open Source blog: http://biblio-os.blogspot.com/ Join us on Facebook: http://www.facebook.com/group.php?gid=171935276419
[OPEN-ILS-GENERAL] Zipcode Statistics
Hello, For libraries currently circulating on Evergreen, are you able to track circulation statistics by the zipcode field in the patron record? I am referring to the zipcode field entered in the patron's address area. Thanks. Joan Joan Kranich C/W MARS Member Services Supervisor 508-755-3323, ext. 21 jkran...@cwmars.org
[OPEN-ILS-GENERAL] Cataloging workflows
Hello all, I am working with a regional library system to bring them live on Evergreen (from Sirsi). During our training sessions, the cataloging staff asked me what other libraries' cataloging workflows are like in Evergreen. Currently there is no way to auto-generate 'fake' item records for imported vendor files, as these catalogers are accustomed to doing (to allow holds on on-order items) - at least to my knowledge. Has anyone discovered a semi-smooth workflow for adding on-order titles and allowing these titles to be OPAC visible/holdable? Additionally, does anyone have a good workflow for adding items to batch-loaded records? Our first libraries go live this coming Monday - I think their knowledge of cataloging in Evergreen is firm enough to get them started, but any tips people have for smoothing out the cataloging process would be much appreciated by both me and the library staff! Thanks in advance, Jenny == Jennifer Turner PALS, A Program of the Minnesota State Colleges and Universities Minnesota State University, Mankato ML 3022 Mankato, MN 56001 507-389-2000 * Through Our Work, Knowledge Grows *
[OPEN-ILS-GENERAL] ***SPAM*** RFPs for system development
Kathy, Thank you for starting this most interesting thread. I think we all understand the rationale behind the RFP process. Open government is more likely to be honest and many government agencies use RFIs, RFPs, RFQs, RFwhatevers in an attempt to get the best price and capabilities for purchases they make in an open fashion and thereby thwart insider dealing and corruption. We hope. The problem we are having in the open source world is not the concept of RFPs but rather their execution. I see a fair number of RFPs (I work for Equinox Software, Inc.) and these documents do betray a predilection for proprietary solutions. There is just no question about that observation, IMHO. Why? I speculate: RFP writers are now a semi-profession. God help us, we have experts. Suppose you get hired to do the purchasing for some government agency. Every 10 years, your department is asked to do an RFP for an ILS for the library. A what? Bear in mind that you last did an RFP for cleaning the high school gyms, and before that it was for coal for the hospital power plant. You know from nothing about libraries. You meet the librarian. ILS...MARC...circulation...*blah blah blah* You need help because you have to have an RFP out next week for repairing your agency's cars which, face it, is important...the library? Not so much. And you are going to be outta here in another to years. What do you do? I don't know but I bet there are sites/companies/subscription services that will help you. [If not, I think I might start one! Sounds like a library kinda problem.] Oh, good! An ILS template. *whew* Those services, necessarily, are a step behind the real world. Being a step behind, they use the state of the art from that time. Mind, those same sites are worried about big things like RFPs for maintenance state planes and RFPs for buildings. Really big things come first. I bet the template for library ILSs comes pretty far down on the update list. So, there you are working in Purchasing and what do you do? You grab the most recent template which in our world is 5 years out of date and you tweak it here or there and off it goes. Deeply embedded into the warp and woof of that RFP is the proprietary model. I can tell you that it is beyond frustrating to have to comment on just about *every* line about just about every capability. We do not price by stations. Almost everyone asks that question: how much per station? You have to answer that question with a comment and, folks, at that point, the person reading the response is worried about the price of pencils for the high school. He knows pencils but...stations? We are in a deep hole at that point and we can't win it. We are very chary about answering RFPs. Lots of effort but...we speak open source..they speak a different language and our two languages are orthogonal. If my speculation is correct, our approach, then is to the folks/services/etc. that help Purchasing departments. And, too, to the experts in the library field who advise. About which...enough of you have heard me on this subject... Bob Equinox Software, Inc. Bob Molyneux drd...@molyneux.com
[OPEN-ILS-GENERAL] ***SPAM*** Re: ***SPAM*** RFPs for system development
Ive heard that some government agencies receive such templates from the very contractors that are responding to the RFPs. Though this may make the RFPs somewhat biased, maybe offering a good starting point to purchasing departments would make it easier for them to be able to make more open source friendly RFPs. On Tue, May 18, 2010 at 3:13 PM, Bob Molyneux drd...@molyneux.com wrote: Kathy, Thank you for starting this most interesting thread. I think we all understand the rationale behind the RFP process. Open government is more likely to be honest and many government agencies use RFIs, RFPs, RFQs, RFwhatevers in an attempt to get the best price and capabilities for purchases they make in an open fashion and thereby thwart insider dealing and corruption. We hope. The problem we are having in the open source world is not the concept of RFPs but rather their execution. I see a fair number of RFPs (I work for Equinox Software, Inc.) and these documents do betray a predilection for proprietary solutions. There is just no question about that observation, IMHO. Why? I speculate: RFP writers are now a semi-profession. God help us, we have experts. Suppose you get hired to do the purchasing for some government agency. Every 10 years, your department is asked to do an RFP for an ILS for the library. A what? Bear in mind that you last did an RFP for cleaning the high school gyms, and before that it was for coal for the hospital power plant. You know from nothing about libraries. You meet the librarian. ILS...MARC...circulation...*blah blah blah* You need help because you have to have an RFP out next week for repairing your agency's cars which, face it, is important...the library? Not so much. And you are going to be outta here in another to years. What do you do? I don't know but I bet there are sites/companies/subscription services that will help you. [If not, I think I might start one! Sounds like a library kinda problem.] Oh, good! An ILS template. *whew* Those services, necessarily, are a step behind the real world. Being a step behind, they use the state of the art from that time. Mind, those same sites are worried about big things like RFPs for maintenance state planes and RFPs for buildings. Really big things come first. I bet the template for library ILSs comes pretty far down on the update list. So, there you are working in Purchasing and what do you do? You grab the most recent template which in our world is 5 years out of date and you tweak it here or there and off it goes. Deeply embedded into the warp and woof of that RFP is the proprietary model. I can tell you that it is beyond frustrating to have to comment on just about *every* line about just about every capability. We do not price by stations. Almost everyone asks that question: how much per station? You have to answer that question with a comment and, folks, at that point, the person reading the response is worried about the price of pencils for the high school. He knows pencils but...stations? We are in a deep hole at that point and we can't win it. We are very chary about answering RFPs. Lots of effort but...we speak open source..they speak a different language and our two languages are orthogonal. If my speculation is correct, our approach, then is to the folks/services/etc. that help Purchasing departments. And, too, to the experts in the library field who advise. About which...enough of you have heard me on this subject... Bob Equinox Software, Inc. Bob Molyneux drd...@molyneux.com -- Random quote of the week/month/whenever i get to updating it: Quis custodiet ipsos custodes?: who shall watch the watchers themselves? - Juvenal
[OPEN-ILS-GENERAL] Zipcode Problem
Hi, The library I work in is having a problem with Zipcodes in Evergreen.. As we are an Australian library, our zipcodes (we call them Post codes, here in Australia) are not compatible with Evergreen. The reason for this is because our Post codes are 4 digits long, e.g. for Launceston Tasmania: 7250 When our library migrated to Evergreen a couple years back, we resorted to a 'temporary' fix around this problem at the Circulation/Enquiries desk when people joined the Library, by puting the number '0' before their postcode, e.g. '07250'. By doing this, Evergreen would accept it. Every week a staff member will run a 'Holds Available' Notice Report, print them and mail them to clients who have holds awaiting. For the last two years, since our library migrated to Evergreen, Australia Post have been understanding of this glitch in Evergreen in regards to the Postcodes and the way the addresses are printed and have allowed us to post our notices to patrons, with the '0' at the beginning of the official postcode. Unfortunately, we have just received a call a moment ago, prior to me sending this email, stating that our library is no longer allowed to mail hold notices to patrons because of the '0' before the postcode, and because of the address layout printed from Evergreen. This is because Australia Post have done an upgrade to their computer system recently. From this upgrade, their sorting software no longer ignores the '0' we put before the postcode. Australia Post are also requesting that we fix the way postal addresses print from Evergreen before we send any hold notices again. Is there an ultra-easy way in Evergreen to fix this post code problem, to allow Evergreen to accept a 4 digit postcode, such as 7250. As well as the postcode problem is there an ultra-easy to change the layout of the postal address when it is printed, so it is in the standard for postal addresses here in Australia. (Example below): Mr Joe Bloggs 101 Example Street LAUNCESTON TAS 7250 Australia (On the postal address printout, we don't need 'Australia' to show, as we are only posting locally.) Our library has had this problem since we migrated to Evergreen two years ago. We migrated to Evergreen 1.2.0.4, and are now using Evergreen 1.4.0.6, and have had this problem since 1.2.0.4. Our library is also planning to upgrade to Evergreen 1.6 in the next two months. But since this is a major disruption to our workflow, this needs fixing in 1.4.0.6, as we are unable to spare the time to wait til our 1.6 upgrade. Kindest Regards, Joel Joel Harbottle Email: joel.r.harbot...@gmail.com
Re: [OPEN-ILS-GENERAL] Zipcode Problem
On 5/18/10 8:42 PM, Joel Harbottle wrote:
snip
Is there an ultra-easy way in Evergreen to fix this post code problem,
to allow Evergreen to accept a 4 digit postcode, such as 7250.
Might depend on your definition of ultra-easy, but it's certainly
possible without a major change.
Locate ue_config.js. Likely under:
/openils/var/xul/build_id/server/patron/ue_config.js
Within this file is the regular expression that matches on the postal
code entry:
const zipRegex = /^\d{5}(-\d{4}|-?$)/; /* 12345 or
12345-6789 */
If you want it to require a 4 digit number, change this line to:
const zipRegex = /^\d{4}/;
As well as the postcode problem is there an ultra-easy to change the
layout of the postal address when it is printed, so it is in the
standard for postal addresses here in Australia.
I'm not certain where this print is coming from. I expect it's a
similar change, but will need a bit more information to know where that
change needs to be made.
(Example below):
Mr Joe Bloggs
101 Example Street
LAUNCESTON TAS 7250
Australia
(On the postal address printout, we don't need 'Australia' to show, as
we are only posting locally.)
Our library has had this problem since we migrated to Evergreen two
years ago. We migrated to Evergreen 1.2.0.4, and are now using
Evergreen 1.4.0.6, and have had this problem since 1.2.0.4.
Our library is also planning to upgrade to Evergreen 1.6 in the next
two months. But since this is a major disruption to our workflow, this
needs fixing in 1.4.0.6, as we are unable to spare the time to wait
til our 1.6 upgrade.
Kindest Regards,
Joel
Joel Harbottle
Email: joel.r.harbot...@gmail.com mailto:joel.r.harbot...@gmail.com
[OPEN-ILS-GENERAL] ***SPAM*** Re: Zipcode Problem
I suspect doing a giant database query would solve the problem, and
fix the need for future entries. modifying the report output might be
the simplest solution though.
On Tue, May 18, 2010 at 6:00 PM, Bill Ott b...@grpl.org wrote:
On 5/18/10 8:42 PM, Joel Harbottle wrote:
snip
Is there an ultra-easy way in Evergreen to fix this post code problem, to
allow Evergreen to accept a 4 digit postcode, such as 7250.
Might depend on your definition of ultra-easy, but it's certainly possible
without a major change.
Locate ue_config.js. Likely under:
/openils/var/xul/build_id/server/patron/ue_config.js
Within this file is the regular expression that matches on the postal code
entry:
const zipRegex = /^\d{5}(-\d{4}|-?$)/; /* 12345 or 12345-6789 */
If you want it to require a 4 digit number, change this line to:
const zipRegex = /^\d{4}/;
As well as the postcode problem is there an ultra-easy to change the layout
of the postal address when it is printed, so it is in the standard for
postal addresses here in Australia.
I'm not certain where this print is coming from. I expect it's a similar
change, but will need a bit more information to know where that change needs
to be made.
(Example below):
Mr Joe Bloggs
101 Example Street
LAUNCESTON TAS 7250
Australia
(On the postal address printout, we don't need 'Australia' to show, as we
are only posting locally.)
Our library has had this problem since we migrated to Evergreen two years
ago. We migrated to Evergreen 1.2.0.4, and are now using Evergreen 1.4.0.6,
and have had this problem since 1.2.0.4.
Our library is also planning to upgrade to Evergreen 1.6 in the next two
months. But since this is a major disruption to our workflow, this needs
fixing in 1.4.0.6, as we are unable to spare the time to wait til our 1.6
upgrade.
Kindest Regards,
Joel
Joel Harbottle
Email: joel.r.harbot...@gmail.com
--
Random quote of the week/month/whenever i get to updating it: Quis custodiet
ipsos custodes?: who shall watch the watchers themselves? - Juvenal
Re: [OPEN-ILS-GENERAL] ***SPAM*** Re: Zipcode Problem
Hi Paul,
Our idea is to completely stop having to add the '0' before the actual
postcode, as quite a few staff forget to enter it whilst entering a patrons
details, and then they get the error message about the entry.. it can be a
bit troublesome if you have to enter a new patrons details and also have a
que lining up at the Circ desk, since our Enquiry and Circ desk are
combined.
Kindest Regards,
Joel
On Wed, May 19, 2010 at 11:06 AM, Paul Bartell paul.bart...@gmail.comwrote:
I suspect doing a giant database query would solve the problem, and
fix the need for future entries. modifying the report output might be
the simplest solution though.
On Tue, May 18, 2010 at 6:00 PM, Bill Ott b...@grpl.org wrote:
On 5/18/10 8:42 PM, Joel Harbottle wrote:
snip
Is there an ultra-easy way in Evergreen to fix this post code problem, to
allow Evergreen to accept a 4 digit postcode, such as 7250.
Might depend on your definition of ultra-easy, but it's certainly
possible
without a major change.
Locate ue_config.js. Likely under:
/openils/var/xul/build_id/server/patron/ue_config.js
Within this file is the regular expression that matches on the postal
code
entry:
const zipRegex = /^\d{5}(-\d{4}|-?$)/; /* 12345 or 12345-6789
*/
If you want it to require a 4 digit number, change this line to:
const zipRegex = /^\d{4}/;
As well as the postcode problem is there an ultra-easy to change the
layout
of the postal address when it is printed, so it is in the standard for
postal addresses here in Australia.
I'm not certain where this print is coming from. I expect it's a similar
change, but will need a bit more information to know where that change
needs
to be made.
(Example below):
Mr Joe Bloggs
101 Example Street
LAUNCESTON TAS 7250
Australia
(On the postal address printout, we don't need 'Australia' to show, as we
are only posting locally.)
Our library has had this problem since we migrated to Evergreen two years
ago. We migrated to Evergreen 1.2.0.4, and are now using Evergreen
1.4.0.6,
and have had this problem since 1.2.0.4.
Our library is also planning to upgrade to Evergreen 1.6 in the next two
months. But since this is a major disruption to our workflow, this needs
fixing in 1.4.0.6, as we are unable to spare the time to wait til our 1.6
upgrade.
Kindest Regards,
Joel
Joel Harbottle
Email: joel.r.harbot...@gmail.com
--
Random quote of the week/month/whenever i get to updating it: Quis
custodiet
ipsos custodes?: who shall watch the watchers themselves? - Juvenal
