Re: [OPEN-ILS-GENERAL] Seeking opinions on client "Transfer All Title Holds" option

2014-12-15 Thread Justin Hopkins

Kathy,

We do use this option frequently. I can't say how often our libraries 
wish to only transfer a single hold, but we are currently doing a lot 
of deduplication which ultimately ends in one or more bibs being 
deleted. In this case we obviously need to transfer all of the holds. 
As you've said, there are other ways to accomplish this, though not as 
efficiently. That said, perhaps we should take a "record merge" 
approach rather than "pick the best, lose the rest". I don't want to 
hold this up, but having only recently started this dedupe project this 
wasn't on our radar when you initially brought it up.


I think I'd like to do some experimenting, but perhaps a library 
setting to disable the option is a good middle ground?


Justin

On Mon Dec 15 14:32:44 2014, Kathy Lussier wrote:

Hi all,

I'm picking up this thread four months later. Seeing no objections to
removing the option and some hearty assent, I have contributed some
code to remove this option from both the old client and the new web
client. I'm sending out this e-mail for one last call to see if there
are any people who use it with some frequency who believe it should
continue to remain available in the client. As I mentioned when I
first sent out this message, even with the option removed, the ability
to transfer all holds will continue to be available from the bib
record's View Holds interface.

Thanks!
Kathy

Kathy Lussier
Project Coordinator
Massachusetts Library Network Cooperative
(508) 343-0128
kluss...@masslnc.org
Twitter: http://www.twitter.com/kmlussier
#evergreen IRC: kmlussier

On 8/5/2014 11:51 AM, Tina Ji (Project Sitka) wrote:

It is a dangerous action in our setting. We actually disabled it by
graying out the option in the staff client.


Quoting Kathy Lussier :


Hi all,

I wanted to seek some feedback on Launchpad bug 1350377
https://bugs.launchpad.net/evergreen/+bug/1350377.

The bug seeks an additional permission to be used with the "Transfer
All Title Holds" option in the client. However, I was wondering if
there would be any support from removing that option from the client
altogether.

Here's the issue:

When you are in a bib record in the staff client, you have the
option to transfer *all* title holds to another bib record. You
first need to mark the other bib record as a holds transfer
destination.

However, you also have the option to transfer one or any number of
selected holds to the marked bib record from the holds view of the
bib record. You could transfer just one hold here or you could
select them all if you really needed to transfer all holds. The
benefit of using this option is that the user must actively select
the holds that will be transferred.

I personally think providing a blanket "Transfer All Title Holds"
option in the client is dangerous, even if there were a separate
permission for it, and unnecessary since there are other methods
available in the staff client to accomplish the same task. Making it
even more dangerous is the fact that the "Actions for this Record"
menu that contains this option to transfer all holds is still
available in the holds view of the bib record, which is where you go
to transfer selected holds (see the screencast at
http://www.screencast.com/t/ifHhJHNqq). It is very easy to
mistakenly select this option when you are trying just to transfer
just one hold. In fact, I accidentally selected it when I was just
testing out the transfer holds scenario a few minutes ago.

During a brief discussion in IRC on this issue, it was mentioned
that possible use cases for the "transfer all title holds" option are:

1. When staff are manually merging bib records. The client bib merge
option automatically merges holds, but there may be reasons staff
merge the records without using that option.
2. In cases where there are orphaned holds on a record that no
longer has copies to fill the hold.

Since I think both of these use cases could be accommodated by using
the option where you transfer selected holds, I wanted to see if
others would support removing the "Transfer All Title Holds" option.
Is there anyone who uses this option with some frequency who thinks
it should continue to be available?

Thanks!
Kathy

--
Kathy Lussier
Project Coordinator
Massachusetts Library Network Cooperative
(508) 343-0128
kluss...@masslnc.org
Twitter: http://www.twitter.com/kmlussier



Tina Ji
1-888-848-9250
Support Specialist
BC Libraries Cooperative/Sitka





Re: [OPEN-ILS-GENERAL] Seeking opinions on client "Transfer All Title Holds" option

2014-12-15 Thread Kathy Lussier

Hi all,

I'm picking up this thread four months later. Seeing no objections to 
removing the option and some hearty assent, I have contributed some code 
to remove this option from both the old client and the new web client.  
I'm sending out this e-mail for one last call to see if there are any 
people who use it with some frequency who believe it should continue to 
remain available in the client. As I mentioned when I first sent out 
this message, even with the option removed, the ability to transfer all 
holds will continue to be available from the bib record's View Holds 
interface.


Thanks!
Kathy

Kathy Lussier
Project Coordinator
Massachusetts Library Network Cooperative
(508) 343-0128
kluss...@masslnc.org
Twitter: http://www.twitter.com/kmlussier
#evergreen IRC: kmlussier

On 8/5/2014 11:51 AM, Tina Ji (Project Sitka) wrote:
It is a dangerous action in our setting. We actually disabled it by 
graying out the option in the staff client.



Quoting Kathy Lussier :


Hi all,

I wanted to seek some feedback on Launchpad bug 1350377 
https://bugs.launchpad.net/evergreen/+bug/1350377.


The bug seeks an additional permission to be used with the "Transfer 
All Title Holds" option in the client. However, I was wondering if 
there would be any support from removing that option from the client 
altogether.


Here's the issue:

When you are in a bib record in the staff client, you have the option 
to transfer *all* title holds to another bib record. You first need 
to mark the other bib record as a holds transfer destination.


However, you also have the option to transfer one or any number of 
selected holds to the marked bib record from the holds view of the 
bib record. You could transfer just one hold here or you could select 
them all if you really needed to transfer all holds. The benefit of 
using this option is that the user must actively select the holds 
that will be transferred.


I personally think providing a blanket "Transfer All Title Holds" 
option in the client is dangerous, even if there were a separate 
permission for it, and unnecessary since there are other methods 
available in the staff client to accomplish the same task. Making it 
even more dangerous is the fact that the "Actions for this Record" 
menu that contains this option to transfer all holds is still 
available in the holds view of the bib record, which is where you go 
to transfer selected holds (see the screencast at 
http://www.screencast.com/t/ifHhJHNqq). It is very easy to mistakenly 
select this option when you are trying just to transfer just one 
hold. In fact, I accidentally selected it when I was just testing out 
the transfer holds scenario a few minutes ago.


During a brief discussion in IRC on this issue, it was mentioned that 
possible use cases for the "transfer all title holds" option are:


1. When staff are manually merging bib records. The client bib merge 
option automatically merges holds, but there may be reasons staff 
merge the records without using that option.
2. In cases where there are orphaned holds on a record that no longer 
has copies to fill the hold.


Since I think both of these use cases could be accommodated by using 
the option where you transfer selected holds, I wanted to see if 
others would support removing the "Transfer All Title Holds" option. 
Is there anyone who uses this option with some frequency who thinks 
it should continue to be available?


Thanks!
Kathy

--
Kathy Lussier
Project Coordinator
Massachusetts Library Network Cooperative
(508) 343-0128
kluss...@masslnc.org
Twitter: http://www.twitter.com/kmlussier



Tina Ji
1-888-848-9250
Support Specialist
BC Libraries Cooperative/Sitka





Re: [OPEN-ILS-GENERAL] 2.8 release scheduling

2014-12-15 Thread Ben Shum
Hi Bill,

Dates look reasonable to me.  Having gone through the alpha cutting
stage myself now, I may agree with you that very few people tend to
test them and provide feedback with the majority often waiting for the
beta when more features have been added of note or substance.  Or you
know... just running directly off master and testing all along the
way.  ;)

I am +1 to your proposed dates; it'll certainly help that we'll be
coordinating the main release cutting alongside the current
maintenance release dates.  Looks like that'll help with the bug
wrangling and getting happier releases out the door in general.

Looking forward to seeing what's in the pipeline for 2.8!

-- Ben

On Fri, Dec 12, 2014 at 4:07 PM, Bill Erickson  wrote:
> Hi All,
>
> I'm attempting to sketch out the release schedule for Evergreen 2.8, so I'd
> like to run some dates/thoughts by everyone.
>
> For starters, unless someone requests it, I'm not planning to cut an Alpha
> release.  I've never seen anyone install one :).  I'm happy to cut one if
> desired, though.
>
> Proposed schedule:
>
> * Jan 14 2015: Feature Target Deadline
>
> This is the date where all features we expect to get into 2.8 are documented
> in LP and targeted to 2.8.  They do not have to be coded or tagged as pull
> requests by this date.  They just need to be documented.  As before, this is
> a strong recommendation, but not a hard deadline.
>
> Feb 18 2015: Feature Freeze
>
> From this date forward, only bug fixes may be committed to master.  Any
> un-merged features will be booted to 2.9.
>
> Feb 25 2015: 2.8.beta1 Release
>
> March 9 2015: 2.8.rc1 Release
>
> March 18 2015: 2.8.0 Release
>
> Comments/suggestions welcome.
>
> Note that in the future I'll avoid cross-posting to both -general and -dev
> lists and just send 2.8 updates to -general to cut down on noise.
>
> Thanks, everyone.
>
> -b



-- 
Benjamin Shum
Evergreen Systems Manager
Bibliomation, Inc.
24 Wooster Ave.
Waterbury, CT 06708
203-577-4070, ext. 113