Re: [OPEN-ILS-GENERAL] Evergreen Self-Check and locking media cases

2017-07-27 Thread Terran McCanna 
Yes, me too. I tweaked a few little things on ours with the layout, but
nothing major.

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


On Wed, Jul 26, 2017 at 5:18 PM, Yamil Suarez  wrote:

> Josh,
>
> I would like to also see customizations you made made to Self-Check code,
> so I can get ideas. I had been meaning to ask you when I saw this thread.
>
> Thanks in advance,
> Yamil
>
>
>
>
>
> 
>
> Yamil Suarez, MCS
> Associate Director of Library Systems & Web Development
>
> Stan Getz Library
> Berklee College of Music
> 1140 Boylston St
> Boston, MA 02215
>
> ysua...@berklee.edu
> 617-747-2617 <(617)%20747-2617>
>
> On Wed, Jul 26, 2017 at 3:49 PM, Josh Stompro 
> wrote:
>
>> Joe, I have a fix for keeping the cursor focus always on the scan box.
>> We also use touch screens for our self checks and we were having trouble
>> with the fact that it was easy to move the focus, which would cause the
>> next scan to silently fail, and sometimes switch screens.
>>
>> I have a bug report on it, but haven’t actually posted the code there
>> yet.  I’ll try and do that soon.
>>
>> https://bugs.launchpad.net/evergreen/+bug/1560601
>>
>>
>>
>> We have also had trouble with the print list button that exists on the
>> checkout screen.  Some significant portion of users would press that when
>> they were done, get a printout and then walk away.  I guess they thought
>> that was the logout and print a receipt button.  Then the next users would
>> walk up and sometime check out items on the first person’s account.
>>
>> https://bugs.launchpad.net/evergreen/+bug/1555791
>>
>>
>>
>> I would love to collaborate with you on making the self check more touch
>> screen friendly.  I can share the css changes I’ve made just to enlarge
>> everything to make it easier to see and to make the buttons easier to press.
>>
>>
>>
>> Josh Stompro - LARL IT Director
>>
>>
>>
>> *From:* Open-ils-general [mailto:open-ils-general-bounc
>> e...@list.georgialibraries.org] *On Behalf Of *Joe Knueven
>> *Sent:* Wednesday, July 26, 2017 10:58 AM
>> *To:* Evergreen Discussion Group
>>
>> *Subject:* Re: [OPEN-ILS-GENERAL] Evergreen Self-Check and locking media
>> cases
>>
>>
>>
>> While we’re on the subject of user-friendliness of the built in
>> self-checkout, does anyone have any .tt2 modifications that they are
>> pleased with and would be willing to share?
>>
>>
>>
>> I’ve had tweaking the scripting to make the navigation links more button
>> like (ie touch screen friendly) on my to-do list, but it’s taken me an
>> especially long time to get around to the first step of teaching myself a
>> basic amount of tt2 scripting.
>>
>>
>>
>> Have a good day.
>>
>>
>>
>> Joe
>>
>>
>>
>>
>>
>> Joseph Knueven, Director
>>
>> Germantown Public Library
>>
>> 51 North Plum Street
>>
>> Germantown, OH 45327
>>
>> 937-855-4001 <(937)%20855-4001>
>>
>>
>>
>> *From:* Open-ils-general [mailto:open-ils-general-bounc
>> e...@list.georgialibraries.org
>> ] *On Behalf Of *Terran
>> McCanna
>> *Sent:* Wednesday, July 26, 2017 11:16 AM
>> *To:* Evergreen Discussion Group > libraries.org>
>> *Subject:* Re: [OPEN-ILS-GENERAL] Evergreen Self-Check and locking media
>> cases
>>
>>
>>
>> >>Renewal seems to work fine.  You just scan an item that's
>> already checked out and it figures out that a renewal is in order and
>> available.<<
>>
>> Interesting. There's nothing in the interface that tells the patron that
>> they can do that, or that tells them how. Patrons typically don't have
>> books in hand when they wish to renew, so they'd need to understand that
>> they could go to the Items out screen and copy and paste the barcodes.
>> Online instructions would help, but it still wouldn't as user friendly as
>> the method of renewal in My Account.
>>
>>
>> Terran McCanna
>> PINES Program Manager
>> Georgia Public Library Service
>> 1800 Century Place, Suite 150
>> Atlanta, GA 30345
>> 404-235-7138 <(404)%20235-7138>
>> tmcca...@georgialibraries.org
>>
>>
>>
>> On Wed, Jul 26, 2017 at 10:26 AM, Mike Rylander 
>> wrote:
>>
>> Terran,
>>
>> Hrm... Renewal seems to work fine.  You just scan an item that's
>> already checked out and it figures out that a renewal is in order and
>> available.
>>
>> Also, just as a note, the UI got a nice update about a year ago to add
>> the ability to email receipts, including using patron defaults for
>> that.
>>
>> HTH,
>>
>> --
>> Mike Rylander
>>  | President
>>  | Equinox Open Library Initiative
>>  | phone:  1-877-OPEN-ILS (673-6457)
>>  | email:  mi...@equinoxinitiative.org
>>  | web:  http://equinoxinitiative.org
>>
>>
>> On Wed, Jul 26, 2017 at 9:51 AM, Terran McCanna
>>  wrote:
>> > Hi Jesse,
>> >
>> > I just wanted

Re: [OPEN-ILS-GENERAL] transit

2017-07-27 Thread Diane Disbro 
Good morning –

 

There are several work-arounds to get items in transit to Missing Pieces. But 
most of our staff is part time and all of the intricacies are difficult for 
people working 16-24 hours a week to keep on top of. It will be easier if 
everyone knows to find the last patron and check the item back out to her.

 

If the issue is resolved, we will go back to using the time-saving Action 
option.

 

Thank you for your help!

 

Diane Disbro

Circulation Coordinator/Branch Manager

Union Branch

Scenic Regional Library

308 Hawthorne Drive

Union, MO 63084

636-583-3224

  ddis...@scenicregional.org

www.scenicregional.org

 

 

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Morgan, Michele
Sent: Wednesday, July 26, 2017 9:22 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] transit

 

Just a note about the Missing Pieces functionality. I could not find 
documentation on it when I looked awhile back, so I just opened a Launchpad bug 
with a brief summary:

https://bugs.launchpad.net/evergreen/+bug/1706664






--

Michele M. Morgan, Technical Support Analyst

North of Boston Library Exchange, Danvers Massachusetts

mmor...@noblenet.org

 

 

On Wed, Jul 26, 2017 at 8:12 AM, Boyer, Jason A  wrote:

It may be that a bug needs to be entered to let the Missing Pieces feature 
"override" a canceled transit but in the meantime you don't have to necessarily 
look up the last patron and go through all of that. If you use the "Suppress 
Holds and Transits" option in the Checkin Modifiers menu on the Checkin screen 
you can check the item in to remove the Canceled Transit status without 
triggering any new holds or transits; then you should be able to mark the item 
missing pieces normally.  

 

Jason

 

--

Jason Boyer

MIS Supervisor

Indiana State Library

http://library.in.gov/

 

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Diane 
Disbro
Sent: Wednesday, July 26, 2017 7:57 AM
To: Evergreen Discussion Group 
Subject: Re: [OPEN-ILS-GENERAL] transit

 

 This is an EXTERNAL email. Exercise caution. DO NOT open attachments or 
click links from unknown senders or unexpected email.  

  _  

The Set Item as Missing Pieces is such a cool feature - when there isn't a 
transit. We can go back to handling missing pieces the way we did with our 
previous ILS. Find the last patron to circ the item and check it out to him. 
Then we won't have to worry about transits.

 

Thank you for letting me think out loud.




Diane Disbro 

Circulation Coordinator/Branch Manager

Union Branch

Scenic Regional Library

308 Hawthorne Drive

Union, MO 63084

(636) 583-3224  

 

On Tue, Jul 25, 2017 at 6:03 PM, Kathy Lussier  wrote:

Hi Diane,

Thanks for the explanation! I see there is a Launchpad ticket on this - 
https://bugs.launchpad.net/evergreen/+bug/1257910 - and I don't see any sign 
that anyone is working on it. I would say that a number of backend changes will 
be required to fix this issue, and the web client isn't something that will be 
making backend changes.

It would be good to hear how others handle this workflow in libraries that are 
using the Mark Missing Pieces action. I'm not one of them, but I see that  
there is a distinct 'Scan Item as Missing Pieces' action in the circulation 
menu. If the staff person notices the missing pieces before the checkin scan (I 
know this isn't always the case), it looks like it could be scanned there 
without a risk of sending the item into transit.

Kathy

On 07/25/2017 06:21 PM, Diane Disbro wrote:

You and Terran are both correct about the Damaged Item issue!

 

We can’t, however, Edit Item Attributes in the Copy Editor while an item has a 
status of In Transit or Canceled Transit, right?

 

We can only mark something as Missing Pieces from the Check In screen. If you 
try to choose Missing Pieces from Actions after the transit is triggered, the 
skull and cross bones pop up.

 

Thank you for a forum to discuss this!

 

Diane Disbro

Circulation Coordinator/Branch Manager

Union Branch

Scenic Regional Library

308 Hawthorne Drive

Union, MO 63084

636-583-3224  

ddis...@scenicregional.org

www.scenicregional.org

 

 

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Kathy 
Lussier
Sent: Tuesday, July 25, 2017 5:01 PM
To: open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] transit

 

Hi Diane,

Thank you! I guess we can check it out to the last patron and make it Damaged 
from his items out screen -> show item details. We did create a Mending account 
to get around the transit issue for items needing mending. We just check them 
out to the Mending account.

The series of steps I

Re: [OPEN-ILS-GENERAL] Billing / Pay Bills UI

2017-07-27 Thread Diane Disbro 
Good morning –

 

We tried this for a few days. Staff wasn’t happy. We can’t just select the line 
of the bill to be paid. We have to put a check in a very small box. Is it 
possible to make the action of selecting the line of the bill also check the 
box? (We have changed the setting back to Check All Bills By Default. I am 
driving Blake crazy.)

 

Thank you.

 

Diane Disbro

Circulation Coordinator/Branch Manager

Union Branch

Scenic Regional Library

308 Hawthorne Drive

Union, MO 63084

636-583-3224

  ddis...@scenicregional.org

www.scenicregional.org

 

 

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Kathy 
Lussier
Sent: Friday, July 21, 2017 6:27 AM
To: open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] Billing / Pay Bills UI

 

Hi,

We do NOT like the fact that the default is for all bills to be selected so you 
have to deselect everything on the list that isn't getting paid.. And the blue 
highlighting makes it nearly impossible to see the check marks used to select 
items.

There's a setting for that. If you go to the Library Settings Editor, you can 
enable the "Uncheck bills by default in the patron billing interface" setting 
to have everything deselected when the bill is first retrieved.

Kathy

 

On 07/20/2017 09:43 PM, Diane Disbro wrote:

The only problem we have had with payment type is staff forgetting to change 
from the default (cash) to check. I have told them never to use Forgive since 
it causes all kinds of problems.

 

We do NOT like the fact that the default is for all bills to be selected so you 
have to deselect everything on the list that isn't getting paid.. And the blue 
highlighting makes it nearly impossible to see the check marks used to select 
items.




Diane Disbro 

Circulation Coordinator/Branch Manager

Union Branch

Scenic Regional Library

308 Hawthorne Drive

Union, MO 63084

(636) 583-3224

 

On Thu, Jul 20, 2017 at 3:54 PM, Walz, Jennifer  wrote:

Josh,

 

Oh yes!You are so right.  The bill paying screen is a DISASTER!   We hate 
it.   Our student workers are always having trouble.   And for the LONGEST time 
we could not figure out even how to SELECT the items to be paid.  

 

  And along with this, I would really like to see MORE options for payment 
type.  And to be able to create new payment types.  

 

  Please fix it in whatever clients you can.   We would be most grateful!

 

  Thanks!

 

Jennifer

 

-- 
Jennifer Walz, MLS - Head of ILS Services 
Kinlaw Library -  Asbury University 
One Macklem Drive, Wilmore, KY 40390 
859-858-3511 ext. 2269   
jlw...@asbury.edu

 

 

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Josh 
Stompro
Sent: Thursday, July 20, 2017 2:47 PM
To: open-ils-general@list.georgialibraries.org
Subject: [OPEN-ILS-GENERAL] Billing / Pay Bills UI

 

We see enough errors with applying payments that I'm wondering if a different 
interface would work better.  We are on 2.10 and are using the XUL staff 
client.  The problem seems to be with the payment type dropdown.  For some 
reason the wrong options gets selected occasionally, and the payment is 
submitted with the wrong type.  I think the drop down is just hard for some 
staff to see, and the level of accuracy required to select the correct option 
is high.  Also, I suspect that the interface just has too much going on when 
you first look at it, and sometimes staff are at a loss on where to start the 
process.

 

Also, there is no confirmation step before the payment is applied.  I think a 
summary of the payment about to be applied would be useful for staff to double 
check the options that they have selected.  Another error we see is having the 
wrong items selected to pay the bills on, or more specifically not selecting a 
specific item when that is wanted, and going with the default we have set of 
all bills being selected.  This also might be helped if there was a 
confirmation process.

 

I've seen the interfaces that some POS(Point of sale) systems use and one style 
that I've seen used is to show all the payment options as a grid of buttons, 
with unique icons for each method.  I think this would be more touch screen 
friendly also, which isn't something that we use now, but with the web staff 
client there is more of a possibility of staff using devices with touch screens 
 to help customers.

 

So what if instead of the pay bill ui being on the bills page, there is a “Pay 
Bill” button at the bottom of the screen that brings up a separate interface 
for selecting the payment type, annotation, amount, etc, along with showing 
which items were selected and the distribution of payment on those items, and 
then a final confirmation screen?

 

Example screenshots of other POS interfaces: