[OPEN-ILS-GENERAL] Upcoming Documentation Interest Group Meeting: Thursday, September 3, 2015 (CORRECTED DATE)

[Yamil Suarez]

Hello everyone,

The Evergreen Documentation Interest Group has its next meeting
scheduled for Thursday, September 3, 2015 at 2:00 PM EST on the
#Evergreen IRC channel (http://evergreen-ils.org/irc).

Anyone interested in documentation is welcome to attend. An agenda has
been posted at 
http://evergreen-ils.org/dokuwiki/doku.php?id=evergreen-docs:dig_meetings

Changes and additions to the agenda are welcome.


Here are the links to access the Meetbot formatted minutes of the
previous meeting.

(Meetbot) Minutes:
http://evergreen-ils.org/meetings/evergreen/2015/evergreen.2015-08-06-14.15.html

IRC Log:
http://evergreen-ils.org/meetings/evergreen/2015/evergreen.2015-08-06-14.15.log.html


Thanks,
Yamil

P.S. For viewing all upcoming Evergreen community meetings scheduled:

http://evergreen-ils.org/communicate/calendar/

You can also subscribe to the various community calendars so that the
meetings automatically appear in your calendar.

[OPEN-ILS-GENERAL] Expiration of Holds Shelf Holds

[Scott Thomas]

In our old ILS you could set an expiration period for holds on the Holds Shelf, 
but it was just a flag on which to hang a report. The holds themselves remained 
intact. In Evergreen holds still on the Holds Shelf at the time of expiration 
are obliterated. This would not be bad except, if a staff member fails to take 
action, the item automatically reverts to a status of Available and begin 
appearing on the Pull List of the Owning Library even though it may be still 
sitting on the Holds Shelf of the expired Pickup Library. We were told that 
this behavior cannot be changed and that the only work around is to change the 
behavior of the staff and / or to set "Default holds shelf expire interval" to 
something higher. Is all of this accurate?

Thank you,
Scott


Scott  Thomas, MLS
Head of Information Technologies and Technical Services
Scranton Public Library
Lackawanna County Library System
2006 N. Main Ave.
Scranton, PA 18508
Ph: 570-207-2379
Fx: 570-348-3020
Email: sc...@albright.org

Re: [OPEN-ILS-GENERAL] Expiration of Holds Shelf Holds

[Kathy Lussier]

Thanks Ben! I had forgotten that method.

My preference is to use the Clear Holds Shelf checkin modifier because 
staff can be sure that the title really has been removed from the holds 
shelf before the system clears it.


Kathy

On 09/01/2015 02:31 PM, Ben Shum wrote:

And a third way, from menu Circulation -> Clear Hold Shelf (which does
the clear shelf action directly).

In our consortium, we disable that menu option via customization to
prevent staff from inadvertently using it when they don't intend to
(since the menu option is close by the other ones you may want).

-- Ben

On Tue, Sep 1, 2015 at 2:25 PM, Kathy Lussier  wrote:

Hi Scott,

The titles on the holds shelf will remain there until staff explicitly
removes it from the hold shelf. There are two ways staff can do so:

Retrieve the Browse Holds Shelf interface -> select the checkbox to View
Clearable Holds -> Click the Clear these Holds button. You then need to scan
each item in at checkin to send it along to its next destination.

Retrieve the Browse Holds Shelf interface -> select the checkbox to View
Clearable holds. Then, after staff pull the titles from the holds shelf,
they can scan them in at checkin using the Clear Holds Shelf checkin
modifier.

Kathy


On 09/01/2015 02:15 PM, Scott Thomas wrote:

In our old ILS you could set an expiration period for holds on the Holds
Shelf, but it was just a flag on which to hang a report. The holds
themselves remained intact. In Evergreen holds still on the Holds Shelf at
the time of expiration are obliterated. This would not be bad except, if a
staff member fails to take action, the item automatically reverts to a
status of Available and begin appearing on the Pull List of the Owning
Library even though it may be still sitting on the Holds Shelf of the
expired Pickup Library. We were told that this behavior cannot be changed
and that the only work around is to change the behavior of the staff and /
or to set “Default holds shelf expire interval” to something higher. Is all
of this accurate?

Thank you,
Scott





Scott  Thomas, MLS

Head of Information Technologies and Technical Services

Scranton Public Library

Lackawanna County Library System

2006 N. Main Ave.

Scranton, PA 18508

Ph: 570-207-2379

Fx: 570-348-3020

Email: sc...@albright.org






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





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

Re: [OPEN-ILS-GENERAL] Expiration of Holds Shelf Holds

[McCanna, Terran]

Some of our libraries had issues with people accidentally clicking the "Clear 
Holds Shelf" option on the Circulation drop-down menu, so we disabled that 
option. 

Now, when they want to clear the holds shelf, they take one of the two 
approaches that Kathy mentioned. 


Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmcca...@georgialibraries.org 
- Original Message -
From: "Kathy Lussier" 
To: open-ils-general@list.georgialibraries.org
Sent: Tuesday, September 1, 2015 2:25:18 PM
Subject: Re: [OPEN-ILS-GENERAL] Expiration of Holds Shelf Holds

Hi Scott,

The titles on the holds shelf will remain there until staff explicitly 
removes it from the hold shelf. There are two ways staff can do so:

Retrieve the Browse Holds Shelf interface -> select the checkbox to View 
Clearable Holds -> Click the Clear these Holds button. You then need to 
scan each item in at checkin to send it along to its next destination.

Retrieve the Browse Holds Shelf interface -> select the checkbox to View 
Clearable holds. Then, after staff pull the titles from the holds shelf, 
they can scan them in at checkin using the Clear Holds Shelf checkin 
modifier.

Kathy

On 09/01/2015 02:15 PM, Scott Thomas wrote:
>
> In our old ILS you could set an expiration period for holds on the 
> Holds Shelf, but it was just a flag on which to hang a report. The 
> holds themselves remained intact. In Evergreen holds still on the 
> Holds Shelf at the time of expiration are obliterated. This would not 
> be bad except, if a staff member fails to take action, the item 
> automatically reverts to a status of Available and begin appearing on 
> the Pull List of the Owning Library even though it may be still 
> sitting on the Holds Shelf of the expired Pickup Library. We were told 
> that this behavior cannot be changed and that the only work around is 
> to change the behavior of the staff and / or to set “Default holds 
> shelf expire interval” to something higher. Is all of this accurate?
>
> Thank you,
> Scott
>
> Scott  Thomas, MLS
>
> Head of Information Technologies and Technical Services
>
> Scranton Public Library
>
> Lackawanna County Library System
>
> 2006 N. Main Ave.
>
> Scranton, PA 18508
>
> Ph: 570-207-2379
>
> Fx: 570-348-3020
>
> Email: sc...@albright.org 
>

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

Re: [OPEN-ILS-GENERAL] Expiration of Holds Shelf Holds

[Kathy Lussier]

Hi Scott,

The titles on the holds shelf will remain there until staff explicitly 
removes it from the hold shelf. There are two ways staff can do so:


Retrieve the Browse Holds Shelf interface -> select the checkbox to View 
Clearable Holds -> Click the Clear these Holds button. You then need to 
scan each item in at checkin to send it along to its next destination.


Retrieve the Browse Holds Shelf interface -> select the checkbox to View 
Clearable holds. Then, after staff pull the titles from the holds shelf, 
they can scan them in at checkin using the Clear Holds Shelf checkin 
modifier.


Kathy

On 09/01/2015 02:15 PM, Scott Thomas wrote:


In our old ILS you could set an expiration period for holds on the 
Holds Shelf, but it was just a flag on which to hang a report. The 
holds themselves remained intact. In Evergreen holds still on the 
Holds Shelf at the time of expiration are obliterated. This would not 
be bad except, if a staff member fails to take action, the item 
automatically reverts to a status of Available and begin appearing on 
the Pull List of the Owning Library even though it may be still 
sitting on the Holds Shelf of the expired Pickup Library. We were told 
that this behavior cannot be changed and that the only work around is 
to change the behavior of the staff and / or to set “Default holds 
shelf expire interval” to something higher. Is all of this accurate?


Thank you,
Scott

Scott  Thomas, MLS

Head of Information Technologies and Technical Services

Scranton Public Library

Lackawanna County Library System

2006 N. Main Ave.

Scranton, PA 18508

Ph: 570-207-2379

Fx: 570-348-3020

Email: sc...@albright.org 



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

Re: [OPEN-ILS-GENERAL] Expiration of Holds Shelf Holds

[Thomas Berezansky]

I am under the impression that staff have to "Clear" the hold shelf to  
get the items to switch status, it does not happen automatically as  
you describe.


Quoting Scott Thomas :

In our old ILS you could set an expiration period for holds on the  
Holds Shelf, but it was just a flag on which to hang a report. The  
holds themselves remained intact. In Evergreen holds still on the  
Holds Shelf at the time of expiration are obliterated. This would  
not be bad except, if a staff member fails to take action, the item  
automatically reverts to a status of Available and begin appearing  
on the Pull List of the Owning Library even though it may be still  
sitting on the Holds Shelf of the expired Pickup Library. We were  
told that this behavior cannot be changed and that the only work  
around is to change the behavior of the staff and / or to set  
"Default holds shelf expire interval" to something higher. Is all of  
this accurate?


Thank you,
Scott


Scott  Thomas, MLS
Head of Information Technologies and Technical Services
Scranton Public Library
Lackawanna County Library System
2006 N. Main Ave.
Scranton, PA 18508
Ph: 570-207-2379
Fx: 570-348-3020
Email: sc...@albright.org



--
Thomas Berezansky
Assistant Network Administrator
Merrimack Valley Library Consortium
4 High ST, Suite 175
North Andover, MA 01845
Phone: 978-557-8161

Re: [OPEN-ILS-GENERAL] Expiration of Holds Shelf Holds

[Ben Shum]

And a third way, from menu Circulation -> Clear Hold Shelf (which does
the clear shelf action directly).

In our consortium, we disable that menu option via customization to
prevent staff from inadvertently using it when they don't intend to
(since the menu option is close by the other ones you may want).

-- Ben

On Tue, Sep 1, 2015 at 2:25 PM, Kathy Lussier  wrote:
> Hi Scott,
>
> The titles on the holds shelf will remain there until staff explicitly
> removes it from the hold shelf. There are two ways staff can do so:
>
> Retrieve the Browse Holds Shelf interface -> select the checkbox to View
> Clearable Holds -> Click the Clear these Holds button. You then need to scan
> each item in at checkin to send it along to its next destination.
>
> Retrieve the Browse Holds Shelf interface -> select the checkbox to View
> Clearable holds. Then, after staff pull the titles from the holds shelf,
> they can scan them in at checkin using the Clear Holds Shelf checkin
> modifier.
>
> Kathy
>
>
> On 09/01/2015 02:15 PM, Scott Thomas wrote:
>
> In our old ILS you could set an expiration period for holds on the Holds
> Shelf, but it was just a flag on which to hang a report. The holds
> themselves remained intact. In Evergreen holds still on the Holds Shelf at
> the time of expiration are obliterated. This would not be bad except, if a
> staff member fails to take action, the item automatically reverts to a
> status of Available and begin appearing on the Pull List of the Owning
> Library even though it may be still sitting on the Holds Shelf of the
> expired Pickup Library. We were told that this behavior cannot be changed
> and that the only work around is to change the behavior of the staff and /
> or to set “Default holds shelf expire interval” to something higher. Is all
> of this accurate?
>
> Thank you,
> Scott
>
>
>
>
>
> Scott  Thomas, MLS
>
> Head of Information Technologies and Technical Services
>
> Scranton Public Library
>
> Lackawanna County Library System
>
> 2006 N. Main Ave.
>
> Scranton, PA 18508
>
> Ph: 570-207-2379
>
> Fx: 570-348-3020
>
> Email: sc...@albright.org
>
>
>
>
>
>
> --
> Kathy Lussier
> Project Coordinator
> Massachusetts Library Network Cooperative
> (508) 343-0128
> kluss...@masslnc.org
> Twitter: http://www.twitter.com/kmlussier



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

Re: [OPEN-ILS-GENERAL] Expiration of Holds Shelf Holds

[Scott Thomas]

The staff I talked to insisted that it happens "by itself," but now I am more 
certain that someone is messing with Clear Holds Shelf so it looks like this is 
a training and not a configuration issue (though disabling Clear Holds Shelf 
sounds like a nice option).  Thank you, everyone.

Scott



-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Ben 
Shum
Sent: Tuesday, September 01, 2015 2:32 PM
To: Evergreen Discussion Group 
Subject: Re: [OPEN-ILS-GENERAL] Expiration of Holds Shelf Holds

And a third way, from menu Circulation -> Clear Hold Shelf (which does the 
clear shelf action directly).

In our consortium, we disable that menu option via customization to prevent 
staff from inadvertently using it when they don't intend to (since the menu 
option is close by the other ones you may want).

-- Ben

On Tue, Sep 1, 2015 at 2:25 PM, Kathy Lussier  wrote:
> Hi Scott,
>
> The titles on the holds shelf will remain there until staff explicitly 
> removes it from the hold shelf. There are two ways staff can do so:
>
> Retrieve the Browse Holds Shelf interface -> select the checkbox to 
> View Clearable Holds -> Click the Clear these Holds button. You then 
> need to scan each item in at checkin to send it along to its next destination.
>
> Retrieve the Browse Holds Shelf interface -> select the checkbox to 
> View Clearable holds. Then, after staff pull the titles from the holds 
> shelf, they can scan them in at checkin using the Clear Holds Shelf 
> checkin modifier.
>
> Kathy
>
>
> On 09/01/2015 02:15 PM, Scott Thomas wrote:
>
> In our old ILS you could set an expiration period for holds on the 
> Holds Shelf, but it was just a flag on which to hang a report. The 
> holds themselves remained intact. In Evergreen holds still on the 
> Holds Shelf at the time of expiration are obliterated. This would not 
> be bad except, if a staff member fails to take action, the item 
> automatically reverts to a status of Available and begin appearing on 
> the Pull List of the Owning Library even though it may be still 
> sitting on the Holds Shelf of the expired Pickup Library. We were told 
> that this behavior cannot be changed and that the only work around is 
> to change the behavior of the staff and / or to set “Default holds 
> shelf expire interval” to something higher. Is all of this accurate?
>
> Thank you,
> Scott
>
>
>
>
>
> Scott  Thomas, MLS
>
> Head of Information Technologies and Technical Services
>
> Scranton Public Library
>
> Lackawanna County Library System
>
> 2006 N. Main Ave.
>
> Scranton, PA 18508
>
> Ph: 570-207-2379
>
> Fx: 570-348-3020
>
> Email: sc...@albright.org
>
>
>
>
>
>
> --
> Kathy Lussier
> Project Coordinator
> Massachusetts Library Network Cooperative
> (508) 343-0128
> kluss...@masslnc.org
> Twitter: http://www.twitter.com/kmlussier



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

Re: [OPEN-ILS-GENERAL] Hold Slip: Source of Notify By

[McCanna, Terran]

Yes, that is my understanding of it. 

The only thing I might add to your list (if you're training others) is that 
User Settings changes don't change pre-existing holds.


Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmcca...@georgialibraries.org 

- Original Message -
From: "Scott Thomas" 
To: "Evergreen Discussion Group" 
Sent: Tuesday, September 1, 2015 9:28:48 AM
Subject: Re: [OPEN-ILS-GENERAL] Hold Slip: Source of Notify By

   Thank you for replying. Here is what my testing has revealed:

1. If the patron has made no attempt to specify notification options and then 
they (or a staff member on their behalf) places a hold, the Phone Number will 
default to Daytime Phone in the patron record as well as the Email Address.

2. If a staff member via the staff client changes the defaults under User 
Settings in the patron record, this new defaults are present the next time the 
patron places a hold.

3. If the patron, when placing a hold, decides to change, say, the Phone Number 
on the hold screen, it is in effect only for that hold and does not update User 
Settings.

4. If the patron logs in and changes their notification options, it does update 
User Settings.

Do I have this right?

Scott

-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
McCanna, Terran
Sent: Monday, August 31, 2015 4:04 PM
To: Evergreen Discussion Group 
Subject: Re: [OPEN-ILS-GENERAL] Hold Slip: Source of Notify By

Hi Scott, 

The notify-by options for each hold placed are stored in that hold's individual 
record (not in the patron's record). By default, they are set to the patron's 
selected hold notification preferences at the time the hold is placed, but 
those options can be changed either at the time the hold is placed or after the 
fact.

Changing the patron's notification preferences in the account settings will not 
retroactively change what is stored in the holds that have already been placed. 
This is the cause of confusion to many of our patrons and front-line staff, as 
they wonder why the patron's old phone number or email address shows up on the 
hold slip when it has clearly been updated in the patron account record. We 
recommend to our staff that when a patron requests a change to their contact 
information, that they ask the patron if they'd like their outstanding holds 
(if any) to be updated too. 

Also, if you have the notify by text option enabled, you may want to add that 
macro to the receipt template since it is not there by default.

Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmcca...@georgialibraries.org 


- Original Message -
From: "Scott Thomas" 
To: "Evergreen Discussion Group ‎[open-ils-general@list.georgialibraries.org]‎" 

Sent: Monday, August 31, 2015 3:31:04 PM
Subject: [OPEN-ILS-GENERAL] Hold Slip: Source of Notify By

Can anyone shed some light on the sources for the Notify By fields in the Holds 
Slip? There doesn't seem to be any correlation between fields populated in the 
patron record (including those under User Settings) and the slips produced for 
these patrons. Some patrons have Notify by phone unpopulated on the slip, but 
populated in Daytime Phone. Notify by email is similarly inconsistent. I've 
been unable to come up with any consistent scenarios that produce these 
results. Can anyone point me in the right direction with this?


Thank you,
Scott Thomas
Lackawanna County Library System
Scranton, PA

[OPEN-ILS-GENERAL] Patron Self Registration

[Suzanne Paterno]

A few of our libraries have started using Patron Self Registration. It’s 
primarily used as a kiosk with the self registration page as the home page. 
Libraries send patrons to the registration station or hand them an iPad set to 
the registration page to fill out their information. We have come discovered a 
couple problems with the page when used in this fashion. 

1) Patrons can back up over other users information by using the back button. 

2) After one patron completes their registration we’d like the page to timeout 
and refresh to the blank form again. We’ve tried to force this action but since 
both the form and the success are in the same tt2 file, the refresh tries to 
post the form again. Is there a way to make it a redirect back to itself, 
clearing all the data, instead of a refresh? I have tried resetting the success 
variable to 0/false so that on refresh it would fall into the form case, but 
that did not work. 

How are other sites using this form? Does anyone have similar problems? Is 
there a way around them?

Thanks, 
Suzanne

--
Suzanne Paterno
Systems Support Specialist
North of Boston Library Exchange
Danvers, Massachusetts
pate...@noblenet.org
www.noblenet.org

[OPEN-ILS-GENERAL] Upcoming Documentation Interest Group Meeting: Thursday, September 6, 2015

[Yamil Suarez]

Hello everyone,

The Evergreen Documentation Interest Group has its next meeting
scheduled for Thursday, September 6, 2015 at 2:00 PM EST on the
#Evergreen IRC channel (http://evergreen-ils.org/irc).

Anyone interested in documentation is welcome to attend. An agenda has
been posted at 
http://evergreen-ils.org/dokuwiki/doku.php?id=evergreen-docs:dig_meetings

Changes and additions to the agenda are welcome.


Here are the links to access the Meetbot formatted minutes of the
previous meeting.

(Meetbot) Minutes:
http://evergreen-ils.org/meetings/evergreen/2015/evergreen.2015-08-06-14.15.html

IRC Log:
http://evergreen-ils.org/meetings/evergreen/2015/evergreen.2015-08-06-14.15.log.html


Thanks,
Yamil

P.S. For viewing all upcoming Evergreen community meetings scheduled:

http://evergreen-ils.org/communicate/calendar/

You can also subscribe to the various community calendars so that the
meetings automatically appear in your calendar.