Re: [OPEN-ILS-GENERAL] Copy marc record
I'm experimenting with Evergreen 2.0 alpha, and the way I've found to do this is: Edit the record you want to copy Select Flat Text Editor Select the entire text with the mouse or Ctrl-A Copy it with Ctrl-C Create a new MARC record, and in Flat Text Editor, Ctrl-A to select everything and then Shift-Insert to paste the original record. -- Paul Johnson South West Wales Higher Education Partnership Swansea University, UK -Original Message- From: open-ils-general-boun...@list.georgialibraries.org on behalf of James Wagner Sent: Thu 04/11/2010 17:26 To: open-ils-general@list.georgialibraries.org Subject: [OPEN-ILS-GENERAL] Copy marc record In Evergreen, is it possible to take an existing marc record, copy it, and modify it, to become a new marc record for a slightly different item? I have a feeling that this is not possible, because I don't see any reference to it in any of the documentation I've read. James Wagner Technical Services Co-ordinator Lincoln Public Library Vineland ON 905-562-5711 wag...@lincoln.library.on.ca winmail.dat
Re: [OPEN-ILS-GENERAL] Circulation and cataloguing questions
Thanks for raising this question - I've also been asked to look into this as a number of our branches have long term loan policies for staff clients. As some of the items are on really long term loan (multiple renewals), they haven't been showing up in the pull list because the items haven't been checked in. It would be nice if the pull list had an optional feature (say, something like include holds for potential recalls) so that you could see all holds and then optionally target some still on loan for recall. This probably won't be useful for those libraries with strict circulation rules, but for those like ours where we have lots of items on extended loans, it would be good to have. So potential recalls might be those items on loan that have been renewed more than so many times, or are on some kind of extended loan. And thanks to Deanna for pointing out the docuwiki link..Timely link as I was going to look at the SQL approach next week. George George Duimovich NRCan Library / Bibliothèque de RNCan From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Smelts, Dorryce (CHT) Sent: November 4, 2010 17:20 To: 'open-ils-general@list.georgialibraries.org' Subject: [OPEN-ILS-GENERAL] Circulation and cataloguing questions Hello all, We're new to Evergreen 1.6 and I wondered if there is a way to easily view holds in (ie, items in the catalogue that patrons have placed requests for ) for which items are not yet checked in, ie, unfulfilled holds. I understand the hold is triggered when the requested item is checked back in, and naturally we can print out a pull list for the items requested that are on the shelf, but it's the unfulfilled holds that have us stumped. One of the purposes we use this for is to purchase additional copies if the item is in high demand. (typically we only purchase 1 copy and wait and see) The other question relates to editing a batch of records in Cataloguing. I find that I have to re-execute a search after completing edits on a record and saving. Normally, I would expect after saving a record, I would be returned to the original results list. Am I missing something in the navigation? Thanks for your help, Regards, Dorryce Smelts Dorryce Smelts Head, Government Publications and Library Systems Manitoba Legislative Library Manitoba Culture, Heritage and Tourism Room 100 - 200 Vaughan Street Winnipeg, MB R3C 1T5 dorryce.sme...@gov.mb.ca mailto:dorryce.sme...@gov.mb.ca 204-945-1069 (tel) 204-948-1312 (fax)
Re: [OPEN-ILS-GENERAL] Circulation and cataloguing questions
Also, if you are overlaying a record, MARC editor for overlay will open a new tab and refresh the record in that tab after you save it. Your original record should still be open in another tab. Click on it and reset the display to see the new record. Then follow Kathryn's instructions to get back to your search results. We would love to see this process streamlined so that you can return to your result set in one step. Elaine J. Elaine Hardy PINES Bibliographic Projects and Metadata Manager Georgia Public Library Service, A Unit of the University System of Georgia 1800 Century Place, Suite 150 Atlanta, Ga. 30345-4304 404.235-7128 404.235-7201, fax eha...@georgialibraries.org www.georgialibraries.org http://www.georgialibraries.org/pines/ -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Smelts, Dorryce (CHT) Sent: Friday, November 05, 2010 9:30 AM To: 'Evergreen Discussion Group' Subject: Re: [OPEN-ILS-GENERAL] Circulation and cataloguing questions Kathryn That sounds reasonable! Thanks so much, Dorryce -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Kathryn Riedener Sent: November-05-10 8:01 AM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Circulation and cataloguing questions Hi Dorryce, I believe the answer to your cataloging question is: after saving your changes, click on Actions for this Record and select OPAC view. On the left side of the screen, you should see My Title Results. If you click on it, it should bring you back to your original search results. Hope this help. Kathryn - Original Message - From: Dorryce Smelts (CHT) dorryce.sme...@gov.mb.ca To: open-ils-general@list.georgialibraries.org open-ils-general@list.georgialibraries.org Sent: Thursday, November 4, 2010 5:19:36 PM GMT -05:00 US/Canada Eastern Subject: [OPEN-ILS-GENERAL] Circulation and cataloguing questions Hello all, We’re new to Evergreen 1.6 and I wondered if there is a way to easily view holds in (ie, items in the catalogue that patrons have placed requests for ) for which items are not yet checked in, ie, unfulfilled holds. I understand the hold is triggered when the requested item is checked back in, and naturally we can print out a pull list for the items requested that are on the shelf, but it’s the unfulfilled holds that have us stumped. One of the purposes we use this for is to purchase additional copies if the item is in high demand. (typically we only purchase 1 copy and wait and see) The other question relates to editing a batch of records in Cataloguing. I find that I have to re-execute a search after completing edits on a record and saving. Normally, I would expect after saving a record, I would be returned to the original results list. Am I missing something in the navigation? Thanks for your help, Regards, Dorryce Smelts Dorryce Smelts Head, Government Publications and Library Systems Manitoba Legislative Library Manitoba Culture, Heritage and Tourism Room 100 – 200 Vaughan Street Winnipeg, MB R3C 1T5 dorryce.sme...@gov.mb.ca 204-945-1069 (tel) 204-948-1312 (fax) -- Kathryn Riedener Cataloging ILS Asst. Pioneer Library System
[OPEN-ILS-GENERAL] Serials in alpha4
Hi all, I've been digging into serials on a 2.0 alpha4 installation by following the notes at http://open-ils.org/dokuwiki/doku.php?id=acq:serials:release_notes:initial_t runk_merge, but I've run into various stumbling blocks and can't get to the point where I can successfully receive an issue. I'm not sure if I'm doing things incorrectly, if the problems I've run across are for areas that are still being worked on, or if they are bugs I should be submitting. I have created templates using the copy templates editor, but when I create a distribution, this template is not populating the template dropdown menus. After I save the distribution, I can go into the database to associate the distrubtion with my template, but I'm wondering if anyone has had success identifying the template in the UI. Also, nothing appears in the dropdown menus for call numbers, and I'm not sure how to add one. Once I create the distribution, I can successfully create a caption/pattern and the first issuance using the sample pattern codes and holdings code provided in the notes. When I make predictions for the subscription, I receive a message similar to the one in the attached image on each item for which I am creating a prediction. However, despite these popup boxes, the system does create the issuances after completing this process. I then head over to the items tab for the record, click on one of the items, and then click the receive button to try to receive an issue. The system returns an error message and is unable to receive the item. I suspect some of the problems I came across earlier in the process may be responsible for the fact that I can't receive an issue. Has anyone successfully received an item in serials? Thanks in advance for any help you can provide! Kathy Lussier - Kathy Lussier Project Coordinator Massachusetts Library Network Cooperative (508) 756-0172 (508) 755-3721 (fax) kluss...@masslnc.org IM: kmlussier (AOL Yahoo) Twitter: http://www.twitter.com/kmlussier attachment: prediction_error.PNG
[OPEN-ILS-GENERAL] Stuck with 2.0 alpha4 Staff Client importing 852 Item Information
Hi all trying to MARC Batch Import / Export import a single record + attached holding [3] that used to import fine in EG 1.6 and stuck: the 852 item information keeps being ignored: - because we changed the Org Units Structure [2] I went back to a fresh alpha4 Virtual Image and tried the usual 852 $bBR1 etc.: no result - given the changed Org Units Structure I tried an import with $bBR2 'cause that branch still hangs around: no result - blush: a few hours I learned from this list (Dan Scott answers) that in 2.0 we now have an Edit Import Item Attributes: very welcome tool, noticed the attribute Keep being False and made that True (see [1] for the Item Attributes), started new staff client session: still no result I now have the feeling I miss some finer point in 2.0 that wasn't there in the more blunt 1.6: any pointers ? Maybe changing Item Attributes in the Staff Client needs an additional command line Autogen or xx to complete? Stuck !! Thanks, Repke [1] the attributes in the Edit Import Item Attributes screen: Part 1: http://screencast.com/t/vrkLGsiCZ Part 2: http://screencast.com/t/S7lFazlwx6e [2] our Org Units Structure: http://screencast.com/t/lByuAYLlbAIK and the (lowest) IISG level can have Items and Copies [3] we always import in .mrc but for mortals the record looks like this and with BR1 instead of IISG imported fine in EG 1.4 and 1.6: =LDR 00734nav 2200217 a 45 0 =001 IISGb10923000 =003 IISG =005 20040426114843.0 =008 040426s\ =040 \\$aNe$dAmISG =245 10$kBeelddocument = Visual document$f1985-1992 =603 \0$aAffiche$bPoster =604 \0$aXX-4 =605 \0$aCAN$eCanada =710 0\$aPublic Service Alliance of Candada =852 00$bIISG$bIISG$cNEHA$hBG D32/958$p30051001607255 =852 00$aIISG$bIISG$bIISG$hBG D32/959$p30051001607644 =852 00$aIISG$bIISG$bIISG$hBG D32/960$p30051001607594 =852 00$aIISG$bIISG$bIISG$hBG D32/961$p30051001607545 =852 00$aIISG$bIISG$bIISG$hBG D32/962$p30051001607495 =852 00$aIISG$bIISG$bIISG$hBG D32/963$p30051001607446
[OPEN-ILS-GENERAL] Evergreen Web Site Strategy
Hi everyone, An announcement to the list detailing the work of the Evergreen Communication Committee and its Website Interest Group was sent out early October. We promised that both of these groups would be seeking feedback from the community. As promised, the Website Interest Group (WIG) is interested in your thoughts about and ideas for the Evergreen website. WIG has started the brainstorming and planning process for the long-term vision for the Evergreen website. We're looking for community feedback on our strategic plan and requirements. Our first draft is below and we'd like to know what the community wants to see in the Evergreen website. Suggestions for things that should be added, taken away or changed in our initial list of ideas are most welcome. === Strategic Goal #1: Provide an easy-to-use, comprehensive portal for the community of Evergreen users, future users, and developers Requirement: Provide a community platform to foster relationships between and among existing and future Evergreen users, libraries, and administrators Requirement: Provide a centralized location for Evergreen feature information, documentation, and software downloads. Requirement: Provide a searchable directory of willing Evergreen community members and mentors. Strategic Goal #2: Encourage growth of a healthy developer community Requirement: Provide an effective platform for Evergreen developers to communicate with each other and with Evergreen users Requirement: Provide technical information needed by current and future Evergreen developers Requirement: Provide a mechanism for Evergreen users to share development plans, co-sponsor development projects, and submit development requests and bug reports Requirement: Provide opportunities for developers to get acknowledgement for their efforts on behalf of the Evergreen community. Strategic Goal #3: Facilitate development of multi-faceted support network for Evergreen users. Requirement: Provide an effective platform that allows for multiple Evergreen support channels and relationships Requirement: Provide a directory of entities providing services to Evergreen users. Requirement: Ensure the barrier is low for communicating directly with developers and other Evergreen users Strategic Goal #4: Encourage widespread adoption of Evergreen by the library community worldwide. Requirement: Provide a centralized location for information about Evergreen news and information Requirement: Provide evaluation, comparison, funding, and migration-related information for potential Evergreen implementers === Thank you, Evergreen WIG
[OPEN-ILS-GENERAL] ***SPAM*** Floating collections
On Evergreen's 2.0 feature list (http://evergreen-ils.org/dokuwiki/doku.php?id=feature_list_2_0), the following is listed under "Acquisitions": The system supports shared and floating items by collection. Bibliographic records can be added or removed from the collection group and can be updated in batch via buckets in the copy edit interface. Is this referring to "floating collections" functionality where designated items in a multi-branch system stay where they land (when returned)?
Re: [OPEN-ILS-GENERAL] Serials in alpha4
Dear Kathy here at IISH ( http://www.iisg.nl) a team of testers has been sinking its teeth in alpha4 Serials Management as well - even without the help of the release notes you are mentioning: thanks for the pointer !! Like you we hit stumbling blocks and will contact you off list the coming Monday [1] if we can work together getting a basic grip on functionality: right now it is complete trial and error here in Amsterdam. This documentation would help testing would help feedback to the [Serials, Acquisition] developers issue was also raised at the EG IRC Developers meeting last Tuesday. Right now I wish to bring up a related issue and would like to ask Dan Wells or Lebbeous (sorry: don't know your first name) the following: is there a command line MFHD importing script yet that will populate all the Serials Management related database tables ? That would fast track functionality testing and down the road I guess your library Dan (Wells) would need to import legacy MFHD data just as much as IISH needs to do so for that part of our collection where the raw MFHD record editing [2] approach is not enough. Thanks, Repke Eduard de Vries, IISH [1] also impressed with your work here Kathy: http:// masslnc.cwmars.org/node/2039 (to the extent that we have access) [2] we are well aware of Dan Scott's work here: http://svn.open- ils.org/trac/ILS/browser/trunk/Open-ILS/tests/datasets/README ; works fine but not for all of our serials collection Op 5-nov-2010, om 16:19 heeft Kathy Lussier het volgende geschreven: Hi all, I've been digging into serials on a 2.0 alpha4 installation by following the notes at http://open-ils.org/dokuwiki/doku.php? id=acq:serials:release_notes:initial_t runk_merge, but I've run into various stumbling blocks
[OPEN-ILS-GENERAL] eiNetwork Request for Information
Please excuse any cross postings. The eiNetwork is seeking responses to a Request for Information (RFI) for services related to our implementation of an Evergreen Open Source ILS. The eiNetwork (EIN) is a county-wide public library consortium located near Pittsburgh, Pennsylvania. The EIN serves 45 public libraries with a total of 75 sites throughout the county. We are currently running an Innovative Interfaces Millennium system. The services for which we are requesting information generally include: * Evergreen Open Source ILS software development * Server infrastructure planning and sizing services * Server and system software provisioning services for the Evergreen Open Source ILS * Evergreen implementation and migration services * Training services The EIN is encouraging organizations as well as individuals to respond if your organization or you can provide any of the services identified in the RFI. The RFI is available on the eiNetwork site at the following link: http://www.einetwork.net/RFI for Evergreen OS .pdf http://www.einetwork.net/RFI%20for%20Evergreen%20OS%20.pdf Any questions or requests for additional information should be sent to Project Coordinator, Mary McIntyre at mcinty...@einetwork.net mailto:mcinty...@einetwork.net . All responses should be submitted to the EIN by Monday, November 29, 2010 at 5:00 P.M. Thank you, Mary McIntyre Evergreen Project Coordinator eiNetwork mcinty...@einetwork.net
Re: [OPEN-ILS-GENERAL] Serials in alpha4
Regarding the command line and the MFHD, will/does Vandelay support importing the MFHD fields? We are hoping this will be our path to migrating serials data when we go live. Tim Spindler Manager of Library Applications tspind...@cwmars.org 508-755-3323 x20 C/W MARS, Inc. http://www.cwmars.org On Fri, Nov 5, 2010 at 1:24 PM, Repke de Vries re...@xs4all.nl wrote: Dear Kathy here at IISH ( http://www.iisg.nl) a team of testers has been sinking its teeth in alpha4 Serials Management as well - even without the help of the release notes you are mentioning: thanks for the pointer !! Like you we hit stumbling blocks and will contact you off list the coming Monday [1] if we can work together getting a basic grip on functionality: right now it is complete trial and error here in Amsterdam. This documentation would help testing would help feedback to the [Serials, Acquisition] developers issue was also raised at the EG IRC Developers meeting last Tuesday. Right now I wish to bring up a related issue and would like to ask Dan Wells or Lebbeous (sorry: don't know your first name) the following: is there a command line MFHD importing script yet that will populate all the Serials Management related database tables ? That would fast track functionality testing and down the road I guess your library Dan (Wells) would need to import legacy MFHD data just as much as IISH needs to do so for that part of our collection where the raw MFHD record editing [2] approach is not enough. Thanks, Repke Eduard de Vries, IISH [1] also impressed with your work here Kathy: http://masslnc.cwmars.org/node/2039 (to the extent that we have access) [2] we are well aware of Dan Scott's work here: http://svn.open-ils.org/trac/ILS/browser/trunk/Open-ILS/tests/datasets/README ; works fine but not for all of our serials collection Op 5-nov-2010, om 16:19 heeft Kathy Lussier het volgende geschreven: Hi all, I've been digging into serials on a 2.0 alpha4 installation by following the notes at http://open-ils.org/dokuwiki/doku.php?id=acq:serials:release_notes:initial_t runk_merge, but I've run into various stumbling blocks -- __ Tim Spindler tjspind...@gmail.com
Re: [OPEN-ILS-GENERAL] Serials in alpha4
On Fri, Nov 5, 2010 at 2:15 PM, Tim Spindler tjspind...@gmail.com wrote: Regarding the command line and the MFHD, will/does Vandelay support importing the MFHD fields? We are hoping this will be our path to migrating serials data when we go live. There is, indeed, such a command line tool. The indomitable Dan Scott added Open-ILS/src/extras/import/marc2sre.pl a while back for the purpose of priming MFHD records. It requires that you have the internal ID of your Evergreen bib records embedded in the MFHD records that link to said. Beyond that restriction, you simply point it at your MFHD MARC and it will generate a file full of 'sre' records suitable for loading with pg_loader, just like 'bre' and 'are' records. -- Mike Rylander | VP, Research and Design | Equinox Software, Inc. / The Evergreen Experts | phone: 1-877-OPEN-ILS (673-6457) | email: mi...@esilibrary.com | web: http://www.esilibrary.com Tim Spindler Manager of Library Applications tspind...@cwmars.org 508-755-3323 x20 C/W MARS, Inc. http://www.cwmars.org On Fri, Nov 5, 2010 at 1:24 PM, Repke de Vries re...@xs4all.nl wrote: Dear Kathy here at IISH ( http://www.iisg.nl) a team of testers has been sinking its teeth in alpha4 Serials Management as well - even without the help of the release notes you are mentioning: thanks for the pointer !! Like you we hit stumbling blocks and will contact you off list the coming Monday [1] if we can work together getting a basic grip on functionality: right now it is complete trial and error here in Amsterdam. This documentation would help testing would help feedback to the [Serials, Acquisition] developers issue was also raised at the EG IRC Developers meeting last Tuesday. Right now I wish to bring up a related issue and would like to ask Dan Wells or Lebbeous (sorry: don't know your first name) the following: is there a command line MFHD importing script yet that will populate all the Serials Management related database tables ? That would fast track functionality testing and down the road I guess your library Dan (Wells) would need to import legacy MFHD data just as much as IISH needs to do so for that part of our collection where the raw MFHD record editing [2] approach is not enough. Thanks, Repke Eduard de Vries, IISH [1] also impressed with your work here Kathy: http://masslnc.cwmars.org/node/2039 (to the extent that we have access) [2] we are well aware of Dan Scott's work here: http://svn.open-ils.org/trac/ILS/browser/trunk/Open-ILS/tests/datasets/README ; works fine but not for all of our serials collection Op 5-nov-2010, om 16:19 heeft Kathy Lussier het volgende geschreven: Hi all, I've been digging into serials on a 2.0 alpha4 installation by following the notes at http://open-ils.org/dokuwiki/doku.php?id=acq:serials:release_notes:initial_t runk_merge, but I've run into various stumbling blocks -- __ Tim Spindler tjspind...@gmail.com
Re: [OPEN-ILS-GENERAL] Recalls (was Re: Circulation and cataloguingquestions)
Whoa! I think we could use this. Very interesting and thanks for that update Dan! -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Dan Scott Sent: November 5, 2010 15:23 To: Evergreen Discussion Group Subject: [OPEN-ILS-GENERAL] Recalls (was Re: Circulation and cataloguingquestions) On Fri, Nov 05, 2010 at 08:30:41AM -0400, Duimovich, George wrote: Thanks for raising this question - I've also been asked to look into this as a number of our branches have long term loan policies for staff clients. As some of the items are on really long term loan (multiple renewals), they haven't been showing up in the pull list because the items haven't been checked in. It would be nice if the pull list had an optional feature (say, something like include holds for potential recalls) so that you could see all holds and then optionally target some still on loan for recall. This probably won't be useful for those libraries with strict circulation rules, but for those like ours where we have lots of items on extended loans, it would be good to have. So potential recalls might be those items on loan that have been renewed more than so many times, or are on some kind of extended loan. On the subject of recalls... I just spent two days with Art Rhyno, Robin Isard, and Rick Scott working on automated recalls for scenarios like this, based on the requirements raised and agreed upon by the circulation staff at the University of Windsor, Algoma University, and Laurentian University. I committed the results of our efforts today into Evergreen trunk as http://svn.open-ils.org/trac/ILS/changeset/18630 - in a nutshell, the result is that if a library sets a few configuration settings, then the act of placing a hold (by any patron) on a title that has copies out for extended loan will pick one of those copies and automatically shorten the loan period and notify the person who currently has that item that they now have an earlier return date. It also sets the remaining renewals to 0 and optionally applies a different set of fine rules. If there are any items available for targeting, this code is not invoked. If the pertinent settings are unset, this code will not be invoked. But once the settings are in place, any user can invoke the recall simply by placing a hold - assuming that the loan period for the desired item is greater than the recall threshold interval. This is only in trunk, not in 2.0, as there are undoubtedly still a few bugs to work out, but the commit message provides more details on how this operates: Initial support for recall of items triggered by placing a hold In academic libraries, it is common for groups like faculty and graduate students to have extended loan periods (for example, 120 days), while others have more common loan periods such as 3 weeks. In these environments, it is desirable to have a hold placed on an item that has been loaned out for an extended period to trigger a recall: truncating the loan period, setting available renewals to 0, optionally changing the fines associated with overdues for the new due date, and notifying the current patron of the recall. New actor.org_unit_setting entries and hold targeting logic enable libraries to control whether a hold will trigger a recall of a circulating item as follows: * Recalls: Circulation duration that triggers a recall (recall threshold) is specified as an interval (for example, 21 days); any items with a loan duration of less that this interval will not be considered for a recall * Recalls: Truncated loan period (return interval) is specified as an interval (for example, 7 days), such that the user who currently has the item checked out will get the greater of either the recall threshold, or the return interval. * Recalls: An array of fine amount, fine interval, and maximum fine is an optional setting that applied the new fine rules to the current circulation period. When a hold is placed and no available copies are found by the hold targeter, the recall logic checks to see if the recall threshold and return interval settings are set; if so, then the hold targeter checks the currently checked-out copies to determine if any of the currently circulating items at the designated pickup library have a loan duration longer than the recall threshold. If so, then the eligible item with the nearest due date will be recalled.
[OPEN-ILS-GENERAL] Fw: Job posting: Arthur W. Diamond Law Library, Columbia University
The Arthur W. Diamond Law Library of Columbia University invites applications and nominations for the position of Systems and Digital Resources Librarian. For position details and application information, please visit the following link: http://academicjobs.columbia.edu/applicants/Central?quickFind=53691
