Re: [OPEN-ILS-GENERAL] Reminders for expiring cards
Hi Vince, In version 2.9 there is a new Action Trigger called "30 Day Account Expiration Courtesy Notice" that can be used to send patrons a reminder that their accounts will expire in the near future. The Action Trigger can be modified for a time period other than 30 days. Hope this helps, Angela On Fri, Dec 18, 2015 at 4:33 PM, Vince Giordano < vgiord...@juniatalibrary.org> wrote: > Does anyone use a method for reminding patrons that their library card is > soon expiring? > > We are having patrons who primarily use Overdrive contact us and say there > is an error or block on their account (due to their card expiring). I > didn't know if there was a feature to send out a courtesy email of some > kind. Putting a reminder message on the footer of the print receipt is one > I am considering. > > > <https://www.avast.com/?utm_medium=email_source=link_campaign=sig-email_content=webmail> > This > email has been sent from a virus-free computer protected by Avast. > www.avast.com > <https://www.avast.com/?utm_medium=email_source=link_campaign=sig-email_content=webmail> > <#151b73aae23db4a4_DDB4FAA8-2DD7-40BB-A1B8-4E2AA1F9FDF2> > -- Angela Kilsdonk Education Manager Equinox Software Inc. / The Open Source Experts 1-877-OPEN-ILS (673-6457)
[OPEN-ILS-GENERAL] Equinox is hiring! Training Services Librarian
Equinox Software is looking for a Training Services Librarian to join our team. The Training Services Librarian is responsible for delivering training on the Evergreen and Koha integrated library systems to clients. The qualified candidate will be able to identify a client’s training needs and customize course content and training materials accordingly. S/he will engage participants in learning and will communicate with clients throughout the training process. The primary work location is in our office in Duluth, GA, but travel to locations in the US and Canada is required. We are looking for the following qualities in a candidate: • Flexible, detail-oriented self-starter • Ability to work well under pressure • Commitment to excellent customer service • Knowledge of teaching methods and learning theory • Ability to create digital learning objects and/or deliver training via online applications • Familiarity with public and/or academic library operations and standards • Familiarity with Evergreen and or Koha software and open source culture a plus Summary of essential job functions: • Create and deliver training to clients on the Evergreen and Koha integrated library systems in face to face and online contexts • Communicate effectively with internal and external customers • Meet deadlines for training and other deliverables as assigned Salary starts at $37,500 and is negotiable and commensurate with experience. Equinox offers awesome benefits such as family health, dental, and vision insurance, fully paid for by the company. We also have a 401(k) plan, a profit-sharing plan, and long-term employees have the opportunity to buy stock in the company. We have a positive, fun, and professional work environment. Please send your resume, 3 professional references, and salary requirements to care...@esilibrary.com. For more information please visit our website: http://esilibrary.com/who-we-are/careers/ -- Angela Kilsdonk Education Manager Equinox Software Inc. / The Open Source Experts 1-877-OPEN-ILS (673-6457)
[OPEN-ILS-GENERAL] Equinox is hiring! Business Manager
Equinox is looking for a Business Manager to join our team. The Business Manager must be familiar with company policies and procedures related to billing and accounts receivable, accounts payable, and payroll. The Business Manager oversees all business office functions and is responsible for ensuring policy procedure compliance in all related areas. He/she interfaces with the President, Vice President, and Directors as well as provides verbal and written reports to the Equinox Board. Essential Duties: - Manage Billing, Accounts Payable, and Payroll - Conduct PL and other financial reviews - Prepare financial analysis and other special management reports - Prepare and review balance sheet reconciliations - Prepare and coordinate schedules for year end audit - Assist in developing and communicating finance policies and procedures - Assist in the preparation of year-end budget - Manage Payroll and Tax compliance - Assist with Human Resources management - All other duties as assigned Required Skills: - To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. - Must be able to communicate effectively and appropriately orally and in writing - Must have the ability to define problems, collect data, establish facts and draw valid conclusions - Must be detail oriented, highly analytical, and naturally systematic with a strong sense of order - Must be able to meet deadlines, multitask, and operate effectively with moderate supervision - Must handle confidential information responsibly Required Experience: - Over 5 years of experience in payroll management - Over 2 years of progressive experience in accounts receivable/payable - Experience with PL and year end audits - Experience in human resources management is desirable Salary starts at $48,000 and is negotiable and commensurate with experience. Equinox offers awesome benefits such as family health, dental, and vision insurance, fully paid for by the company. We also have a 401(k) plan, a profit-sharing plan, and long-term employees have the opportunity to buy stock in the company. We have a positive, fun, and professional work environment. Please send your resume, 3 professional references, and salary requirements to care...@esilibrary.com. For more information please visit our website: http://esilibrary.com/who-we-are/careers/ -- Angela Kilsdonk Education Manager Equinox Software Inc. / The Open Source Experts 1-877-OPEN-ILS (673-6457)
[OPEN-ILS-GENERAL] Documentation for new features in 2.5
Hi everyone, Documentation for some new features in version 2.5 can now be found on the Equinox website. The documentation is available as asciidoc and blog posts. Recently posted docs for 2.5 include: -Alternate Hold Pickup Location -Default Values in Vandelay Item Import -Integration with PV Supa Goodstuff -Lost and Long Overdue Bill Colors -Long Overdue Penalty -Mark Item Long Overdue -Patron Self-Registration -Sorting Money Columns in Billing Interface -Z39.50 Search Enhancements The docs can be accessed here: http://www.esilibrary.com/esi/availableDocs.php A few more pieces of documentation for 2.5 will be added soon. I will commit all 2.5 documentation from Equinox to the official repository when the 2.5 Evergreen Documentation is up. Thanks, Angela -- Angela Kilsdonk Education Manager Equinox Software Inc. / The Open Source Experts Phone: 770-709-5592 | 1-877-OPEN-ILS (673-6457) x5592
[OPEN-ILS-GENERAL] documentation for 2.4 development
Hi, I've posted documentation for some of the new features in Evergreen version 2.4 on the Equinox website. The documentation is available as asciidoc files and as blog posts. Recently added documents include: Best Hold Selection Sort Order Org Unit Proximity Adjustments Local Call Number in My Lists MARC Import Remove Fields Link Checker OPAC Hiding in TPAC and one new feature for version 2.5: Integration of PV Supa Goodstuff The documentation can be accessed here: http://www.esilibrary.com/esi/**availableDocs.phphttp://www.esilibrary.com/esi/availableDocs.php Thanks, Angela -- Angela Kilsdonk Education Manager Equinox Software Inc. / The Open Source Experts Phone: 770-709-5592 | 1-877-OPEN-ILS (673-6457) x5592
Re: [OPEN-ILS-GENERAL] marking a patron barcode inactive
Hi Gordana, You can mark a patron's barcode inactive in the staff client by replacing the barcode in the patron's account. When you edit a patron's record you can choose Replace Barcode and enter in the new barcode. After you save the changes, the old barcode will be inactive. Hope this helps! Angela On 2/8/2012 10:37 AM, Gordana Vitez wrote: Hi Sharon, Thanks for pointing that out. I found it but what happens is it makes the patron inactive. What we would like to do is mark only one barcode inactive...one was added to the record that is incorrect. It's actually a different patron's barcode. So when we use it, we bring up the wrong patron. Thanks though! Gordana Sharon Campbell scampb...@fayettecountyga.gov 2/8/2012 10:32 AM Under the question Internet Access Level is Active with a box and there should be a check mark in the box. Click in the box and it should uncheck and the card will be inactive. Sharon Campbell Fayette County Public Library 1821 Heritage Park Way Fayetteville, GA. 30214 Library Main Number 770-461-8841 scampb...@fayettecountyga.gov My Direct Number 770-305-5332 *From:* open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Gordana Vitez *Sent:* Wednesday, February 08, 2012 9:55 AM *To:* Evergreen Discussion Group *Subject:* [OPEN-ILS-GENERAL] marking a patron barcode inactive Hi there, I'm trying to mark a patron barcode as inactive but, for the life of me, I can't figure out how to do it! Can anyone point me in the right direction? I'm sure it's obvious but I'm just not seeing it. Thanks! Gordana -- Angela Kilsdonk Education Specialist Equinox Software Inc. / Your Library's Guide to Open Source Phone: 770-709-5592 | 1-877-OPEN-ILS (673-6457) x5592 Email: akilsd...@esilibrary.com Web: http://www.esilibrary.com
