Re: [OPEN-ILS-GENERAL] Auto-generated Barcodes

[Jason Etheridge]

> From the Holdings Maintenance screen I opt to create a volume.  In the
> bottom left corner of the screen is the [Auto-Generate Barcode?] button.
> The cursor is in the Barcode/Item Part box.  It seems like clicking the
> barcode button would put a system generated barcode In the box, but that
> isn’t happening.

Hi Lezlie, it's not the same concept as what exists in acquisitions
and vandelay.  This function is intended to help with adding multiple
items in one shot, for example, when using pre-printed barcodes.
Let's say you were to specify 10 for the number of new items to
create, and for the first item you scan in the first barcode from the
printed sheet.  The Auto-Generate button would then assign the
remaining barcodes in sequence using the first barcode as a seed
value.  If the Strict Barcode checkbox is checked, these generated
barcodes will also contain the correct check digit.

Let me know if that makes sense.

-- 
Jason Etheridge
| Community and Migration Manager
| Equinox Software, Inc. / The Open Source Experts
| phone: 1-877-OPEN-ILS (673-6457)
| email: ja...@esilibrary.com
| web: http://www.esilibrary.com

[OPEN-ILS-GENERAL] Auto-generated Barcodes

[Shell, Lezlie]

Hi,

I’m sorry that my first post here is a request for help.

I’m a cataloger for Questia online library.  We are looking for a replacement 
for our SIRSI internal ILS (our customer interface is not an ILS).  We will 
only be using the cataloging functions.

First, to all of you who have put training materials on the web, thank you!

I’ve been wrestling with auto-generated barcodes.   Or, the alleged 
auto-generated barcodes because I have yet to make one appear.

From the Holdings Maintenance screen I opt to create a volume.  In the bottom 
left corner of the screen is the [Auto-Generate Barcode?] button.  The cursor 
is in the Barcode/Item Part box.  It seems like clicking the barcode button 
would put a system generated barcode In the box, but that isn’t happening.

Is that how it is supposed to work?  If so, is there a setting other than in 
the Vandelay setup that deals with auto-generated barcodes?

Thank you,
Lezlie Shell

[OPEN-ILS-GENERAL] 2016 Evergreen International Conference - Program Interest Survey

[Jonathan Furr]

Hello Evergreen Community!

The next Evergreen conference will be here before you know it.  Save these
dates!

2016 Evergreen International Conference

Raleigh, NC

April 20-23, 2016

(Pre-conference activities on Wednesday, April 20)


We are well underway here in North Carolina preparing for the conference
and we hope everyone is looking forward to it as much as we are.
Registration information will be available soon.

The committee will be sending out the call for program proposals later this
month and we hope to get lots of responses for some great program
sessions.  Before we send out the official call, however, we wanted to get
some input from the Evergreen community on topics people would like to see
presented at the conference.  We’ll take all the suggestions we receive,
consolidate them, and include the list of topics in the official call for
proposals to hopefully inspire ideas for presentations.

So, if there is a particular topic you would love to know more about or
have an idea for a round-table discussion, let us know.  From end-user
topics that would be beneficial to front-line Evergreen users to the more
technical subjects, we want any and all aspects of Evergreen the community
is interested in learning about.  To see programs from the last conference,
visit the 2015 conference schedule page here:
http://evergreen-ils.org/conference/eg15/schedule/.

Please respond directly to myself (fur...@forsyth.cc) or Jennifer Dale (
jennifer.d...@davidsoncountync.gov) with your suggestions.  We look forward
to hearing from you!



Best,

Jonathan Furr - Forsyth County Public Library
Co-Chair - Program Committee
2016 Evergreen International Conference
336.703.3045

Re: [OPEN-ILS-GENERAL] Soft Stalling

[Joan Kranich]

Hi Elaine,

I looked over the documents you shared and they are very helpful especially as 
we make decisions about using hold stalling.  Thank you for sending them.

Joan

Joan Kranich
C/W MARS Member Services
jkran...@cwmars.org
508-755-3323 ext. 21

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Hardy, 
Elaine
Sent: Friday, September 4, 2015 12:17 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Soft Stalling

We did some pretty extensive research on holds in 2013. While it is PINES 
policy centric, it might answer other questions you may have. It is available 
at  http://pines.georgialibraries.org/holds-white-paper

Elaine

J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service
1800 Century Place, Ste 150
Atlanta, Ga. 30345-4304

404.235.7128
404.235.7201, fax
eha...@georgialibraries.org
www.georgialibraries.org
www.georgialibraries.org/pines

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Joan 
Kranich
Sent: Thursday, September 3, 2015 2:03 PM
To: 'Evergreen Discussion Group' 
mailto:open-ils-general@list.georgialibraries.org>>
Subject: Re: [OPEN-ILS-GENERAL] Soft Stalling

Hi Elaine,

Thank you for the response.  I did not realize that stalling does not take into 
consideration whether or not the pickup library owns a copy or not.  I 
appreciate the answers to my question.

Joan

Joan Kranich
C/W MARS Member Services
jkran...@cwmars.org
508-755-3323 ext. 21

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Hardy, 
Elaine
Sent: Thursday, September 3, 2015 12:38 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Soft Stalling


Unless things have changed in the last versions, stalling is only for 
opportunistic capture. Stalling does not apply to the holds targeter. During 
the stall, the targeter process can identify a copy outside the pickup library 
and it can be captured by the owning library and transited for the hold. Also, 
stalling does not take into consideration whether or not the pickup library 
owns a copy or not. Opportunistic capture is stalled regardless.



Elaine

J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service
1800 Century Place, Ste 150
Atlanta, Ga. 30345-4304

404.235.7128
404.235.7201, fax
eha...@georgialibraries.org
www.georgialibraries.org
www.georgialibraries.org/pines

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Joan 
Kranich
Sent: Thursday, September 03, 2015 12:16 PM
To: 'Evergreen Discussion Group'
Subject: [OPEN-ILS-GENERAL] Soft Stalling

Hi,

I have a question about the Library Setting Soft Stalling.

If we retarget Holds every 24 hours and set the soft stalling for 2 days will 
the Hold that has targeted the pickup location's copy target another 
available/eligible copy in 24 hours or will the Hold continue to target the 
pickup location's copy until after the 2 days stalling period?

I have found the soft stalling is more effective if set system wide than if it 
set for an individual library.

Thanks for any information you can share.

Joan

Joan Kranich
C/W MARS Member Services
jkran...@cwmars.org
508-755-3323 ext. 21

Re: [OPEN-ILS-GENERAL] Soft Stalling - PINES hold white-paper

[Jason Etheridge]

> Thank you for sharing the diagram and thank you for the correction.  I
was trying to understand the Item Status part.  I appreciate the
clarification.

It's also worth noting the title of the diagram, Opportunistic and Targeted
Holds with Stalling.  The picture is different if stalling is not
configured at all, via the "Soft stalling interval" library setting.

There's also a "Hard stalling interval" setting that looks like it was
never fully implemented (and incidentally, there's a discrepancy between
the setting's internal name and how it's referenced elsewhere in the
code).  Looks like Josh
​already ​
noticed that one: https://bugs.launchpad.net/evergreen/+bug/1488604

One other bit of holds configuration that isn't well documented are the
library settings "Hard boundary" and "Soft boundary".
​​
 My knowledge here
​may have
become a bit dated with custom best-hold selection sort order,
​and hopefully if I'm woefully incorrect about this someone will correct
me, ​
but let's assume that holds are going to center their capture attempts
around the pickup library, such that they prefer items that don't actually
have to transit.  Let's also assume a stock test org hierarchy:
​​


​
(depth 0)(depth 1)(depth
​ ​
2)   (depth 3)
CONS  -> SYS1  -> BR1  -> SL1
   -> BR2
  -> SYS2  -> BR3  -> BM1
   -> BR4

All holds have a "selection depth" that you don't normally notice
​, which
 defaults to 0​
,
​ and a "selection library", which normally equals the pickup library.​
 Together, these determine the entire set of items you're allowed to
fulfill a hold with based on their location.  If the selection depth for a
hold request is 2, and its pickup/selection library is BR1, then the hold
will only ever look for eligible items at BR1 and its child library, SL1.
If the selection depth is 0, then the focus can travel all the way up to
CONS, and down to any library in the org tree.

What "Hard boundary" does is set the selection depth to a fixed value.  If
​SYS1 and SYS2 will never inter-lend items, then you could set Hard
Boundary at the top of the CONS to have a value of 1, and holds will never
capture items outside of their system.  But you have to be careful here.
Let's say that instead you set the Hard Boundary to have a value of 1, but
the setting itself is configured at SYS1 and not CONS.  Then holds
originating at SYS1 (BR1, etc.) will have a selection depth of 1, but holds
originating at SYS2 will have a selection depth of 0.  That means that SYS2
holds can grab SYS1 items, but SYS1 holds only ever stay within SYS1.


​"Soft boundary" is really like Hard boundary but it can be even more
restrictive.  For example, let's say you have Soft boundary set to 1.  The
selection depth for affected holds will never go below 1, so such holds
will never go outside the system level.  But, if at the time of hold
placement, an eligible item is found at, say, the pickup library--BR1, even
if it's currently checked out, then the selection depth will instead be set
to the matching depth of that library, in this case 2, and it will never
change.  So now that hold will essentially be stuck looking for items at
BR1 and SL1, and it will never widen its search.  If the original item that
triggered the soft boundary were to become lost or missing, and it was the
only such item at the Branch level that could fulfill the hold, then the
hold would become unfulfillable.

The staff client can be configured to actually let you edit selection depth
and selection library on existing holds, but this is disabled by default
via CSS.

I hope this helps.  If anyone wants to incorporate any of this into the
documentation, feel free to consider it CC-BY-SA.
​

-- 
Jason Etheridge
| Community and Migration Manager
| Equinox Software, Inc. / The Open Source Experts
| phone: 1-877-OPEN-ILS (673-6457)
| email: ja...@esilibrary.com
| web: http://www.esilibrary.com

Re: [OPEN-ILS-GENERAL] Soft Stalling - PINES hold white-paper

[Grace Dunbar]

D'oh!  Thanks Jason.  :)

On Wed, Sep 9, 2015 at 10:58 AM, Joan Kranich  wrote:

> Thank you for sharing the diagram and thank you for the correction.  I was
> trying to understand the Item Status part.  I appreciate the clarification.
>
> Joan
>
> Joan Kranich
> C/W MARS Member Services
> jkran...@cwmars.org
> 508-755-3323 ext. 21
>
> -Original Message-
> From: Open-ils-general [mailto:
> open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Jason
> Etheridge
> Sent: Wednesday, September 9, 2015 10:52 AM
> To: Evergreen Discussion Group
> Subject: Re: [OPEN-ILS-GENERAL] Soft Stalling - PINES hold white-paper
>
> > Note that the diagram has "" around "checked-in" because there are
> > several actions that can trigger opportunistic capture such as checking
> items status, etc.
>
> Quick correction, scanning an item through Item Status won't op-capture
> for holds, though you can fire off the check-in action from there.  I think
> the quotes are from items not having to be checked out.
>
> --
> Jason Etheridge
> | Community and Migration Manager
> | Equinox Software, Inc. / The Open Source Experts
> | phone: 1-877-OPEN-ILS (673-6457)
> | email: ja...@esilibrary.com
> | web: http://www.esilibrary.com
>



-- 
Grace Dunbar, Vice President
Equinox Software, Inc.  -  The Open Source Experts
gdun...@esilibrary.com
1-877-OPEN-ILSwww.esilibrary.com

Re: [OPEN-ILS-GENERAL] MassLNC demo server down at 10 a.m. EDT

[Kathy Lussier]

The MassLNC demo server is back up.

Kathy

On 09/09/2015 09:38 AM, Kathy Lussier wrote:

Hi all,

I'm just giving a heads up that the MassLNC community demo server will 
be going down today at about 10 a.m. EDT so that we can update it in 
preparation for tomorrow's 2.9 documentation hack-a-way.


I'll let everyone know when it's back up again.

Kathy



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

Re: [OPEN-ILS-GENERAL] Soft Stalling - PINES hold white-paper

[Joan Kranich]

Thank you for sharing the diagram and thank you for the correction.  I was 
trying to understand the Item Status part.  I appreciate the clarification.

Joan

Joan Kranich
C/W MARS Member Services
jkran...@cwmars.org
508-755-3323 ext. 21

-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Jason 
Etheridge
Sent: Wednesday, September 9, 2015 10:52 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Soft Stalling - PINES hold white-paper

> Note that the diagram has "" around "checked-in" because there are 
> several actions that can trigger opportunistic capture such as checking items 
> status, etc.

Quick correction, scanning an item through Item Status won't op-capture for 
holds, though you can fire off the check-in action from there.  I think the 
quotes are from items not having to be checked out.

--
Jason Etheridge
| Community and Migration Manager
| Equinox Software, Inc. / The Open Source Experts
| phone: 1-877-OPEN-ILS (673-6457)
| email: ja...@esilibrary.com
| web: http://www.esilibrary.com

Re: [OPEN-ILS-GENERAL] Soft Stalling - PINES hold white-paper

[Jason Etheridge]

> Note that the diagram has "" around "checked-in" because there are several 
> actions that can trigger
> opportunistic capture such as checking items status, etc.

Quick correction, scanning an item through Item Status won't
op-capture for holds, though you can fire off the check-in action from
there.  I think the quotes are from items not having to be checked
out.

-- 
Jason Etheridge
| Community and Migration Manager
| Equinox Software, Inc. / The Open Source Experts
| phone: 1-877-OPEN-ILS (673-6457)
| email: ja...@esilibrary.com
| web: http://www.esilibrary.com

[OPEN-ILS-GENERAL] MassLNC demo server down at 10 a.m. EDT

[Kathy Lussier]

Hi all,

I'm just giving a heads up that the MassLNC community demo server will 
be going down today at about 10 a.m. EDT so that we can update it in 
preparation for tomorrow's 2.9 documentation hack-a-way.


I'll let everyone know when it's back up again.

Kathy

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