Re: [OPEN-ILS-GENERAL] [External] Re: Towards more consistent terminology in the web client

[Dawn Fritz]

Hi,

I have been trying to create a report in the Web client which shows the
Total amount showing owed in a patron record. There are many possibilities
in the patron record which all show the same amount owed. There is Total
Owed, Fines Owed, Bills and Total Billed. It would be nice if just 1 of
these would be used and that term usable in a report.

Thanks,

Dawn - Circulation Manager
Bethlehem Area Public Library
Bethlehem Pa

On Wed, Nov 7, 2018 at 7:02 PM Sarah Childs 
wrote:

> I'm working on Indiana docs for 3.2, and I have a few questions comments
> on where we landed on the terminology. Overall it seems a lot more
> consistent. The copies/items issue seems like it was fully stamped out.
> Hooray!
>
> I notice we have Holdings for the Add Holdings button and the Holdings
> Editor, but on the menus where we have all the options of Call Numbers and
> Items, shouldn't those also be Holdings? I think people will quickly come
> to understand that Holdings means Call Numbers and Items.  It seems weird
> to have Holdings in just a couple of places.
>
> But my biggest beef is the Transfer Call Numbers to Previously Marked
> Destination menu option. Now that most of the rest of the Actions have
> three options: Items, Call Numbers, & Both, Transfer Call Numbers sounds
> like it means transfer Call Number ONLY, when in fact it is Both.
>
>
> On Fri, Aug 17, 2018 at 9:51 AM Patrick, Irene 
> wrote:
>
>> One’s view on this probably depends greatly on background.  I strongly
>> disagree that using volume as terminology is Stockholm syndrome.  We’ve
>> been on Evergreen for over a year now, but prior to that we were on Voyager
>> for 15 years.  Voyager had a roughly similar structure.  In Voyager, the
>> structure was bib record, MFHD or volume record, and item record.  The bib
>> record was obviously the MARC record, the MFHD/volume record stored the
>> location and call number, and all the items that shared the same location
>> and call number were attached to that volume record.  Using volume as the
>> term for the intermediate layer makes perfect sense to me.  I prefer it to
>> using “call number” because call number to me is an attribute of something
>> else, not an entity of its own to which items can be attached.
>>
>>
>>
>> Evergreen’s structure is obviously not exactly the same, and since we are
>> now part of a consortium which was set up long before we came on board, I
>> don’t have full understanding of how the underlying structure was set up.
>> Even so, “call number record” just doesn’t feel right to me.
>>
>>
>>
>> Before Voyager, we were on Dynix, which only had bibs and items, so it
>> wasn’t even an issue there.
>>
>>
>>
>>
>>
>> *Irene Patrick*
>>
>> Library & Information Management Systems Librarian
>>
>> NC Dept. of Natural and Cultural Resources
>>
>> 919.807.7413  |  irene.patr...@ncdcr.gov
>>
>>
>>
>>
>>
>> 109 E. Jones St.  | 4640 Mail Service Center
>>
>> Raleigh, North Carolina 27699-4600
>>
>> Facebook   Twitter
>>   YouTube
>>   Website
>> 
>>
>>
>>
>> *Email correspondence to and from this address is subject to the North
>> Carolina Public Records Law and may be disclosed to third parties.*
>>
>>
>>
>>
>>
>>
>>
>> *From:* Open-ils-general [mailto:
>> open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Daniel
>> Wells
>> *Sent:* Thursday, August 16, 2018 7:10 PM
>> *To:* Evergreen Discussion Group <
>> open-ils-general@list.georgialibraries.org>
>> *Subject:* [External] Re: [OPEN-ILS-GENERAL] Towards more consistent
>> terminology in the web client
>>
>>
>>
>> *CAUTION:* External email. Do not click links or open attachments unless
>> verified. Send all suspicious email as an attachment to Report Spam.
>> 
>>
>>
>>
>> Hello all,
>>
>>
>>
>> Very happy to see the term "Holding" getting some traction.  I would also
>> agree that changing the record-level "Add Copies" button to "Add Holdings"
>> makes a lot of sense!
>>
>>
>>
>> Furthermore, after 9 days of suspense, I have finally found time to
>> unveil the one term I feel has been misused in Evergreen since the
>> beginning: volume!  Hopefully there are some like-minded folks to whom this
>> is no surprise.  To others, I offer the following somewhat long
>> explanation, and also to help the busy and impatient, here is the summary
>> conclusion. "Volume" is a word for a physical thing (i.e. something with
>> "volume"), and we already have two established words for that (item/copy),
>> so it is of no obvious use to us.  Volume, be gone!
>>
>>
>>
>> You may be thinking that's just, like, my opinion, so to that I offer the
>> following quote from the American Library Association Fact Sheet:
>>
>>
>>
>> "The ARL *academic library* study takes its definition of volume from
>> the National Information Standards Organization 
>> (NISO): A single physical unit of any 

Re: [OPEN-ILS-GENERAL] Billing notices?

[Dawn Fritz]

Hi Jennifer,

When we joined Evergreen we were told that there is no automated Balance
Notice. Since we do send patrons to Collection, we wanted a way to notify
them about that potentially happening when they have fines but no lost
items. It's not as bad as it sounds, at least now that we have it all set
up! I think we look up about 5 patrons a day.

I absolutely agree that the best thing would be an automated notice, if you
do find a way to have that, I would be very interested in learning about it!

Thanks,

Dawn

On Tue, Mar 13, 2018 at 12:25 PM, Walz, Jennifer <jlw...@asbury.edu> wrote:

> Dawn,
>
>
>
> Thank you for this great information! That sounds like a workable
> process, but it sure would be nice to have this occur with the Evergreen
> software instead.   It sounds like you do a great deal of work to make this
> happen! Why can’t it be automated?
>
>
>
>Thanks!
>
>
>
> Jennifer
>
>
>
> *From:* Open-ils-general [mailto:open-ils-general-
> boun...@list.georgialibraries.org] *On Behalf Of *Dawn Fritz
> *Sent:* Tuesday, March 13, 2018 10:53 AM
>
> *To:* Evergreen Discussion Group
> *Subject:* Re: [OPEN-ILS-GENERAL] Billing notices?
>
>
>
> Hi,
>
>
>
> We are relatively new to Evergreen, this past October was our start time.
> With our former system a Balance Notice was automatically generated to send
> to patrons who had fines which would cause them to lose privileges. With
> the help of Elizabeth Davis, we created a Report which gives us a list of
> patrons who have had the Alert added to their record saying that they've
> reached the Fine Threshold. By adding a filter to say when the Alert was
> added, and having the report run daily, we can then send a Balance Notice
> to patrons each day. We have a Google Doc set up for our Notice and we just
> change the name, address, etc. for each new patron. The amount the patron
> owes is another filter, and sometimes it's not correct in the report.
> That's not a problem for us since we're already going through the list to
> choose which patrons get a Notice.
>
>
>
> If you'd like more details, I'll be glad to try to share what we use.
>
>
>
> Dawn Fritz - Circulation Manager
>
> Bethlehem Area Public Library
>
> Bethlehem Pa
>
>
>
> On Tue, Mar 13, 2018 at 10:24 AM, Walz, Jennifer <jlw...@asbury.edu>
> wrote:
>
> Terran,
>
>
>
> Thanks!   That gets a bit closer.
>
>
>
>I am TRYING to use that trigger for the notices.   It seems like a good
> fit, but I don’t see that it is working properly.  So there must be
> something I am missing.The trigger or hook or something is not right.
>
>
>
>   And for clarification to everyone – I don’t mean billing for lost or
> damaged items.   I mean for FINES.   Fines that have exceeded a threshold
> or amount.   Fines that have been on an account for a certain period of
> time.   HOW does everyone deal with this? Does everyone just let the
> amount sit there? I know that there is a way to limit their circulation
> functions or other things when the amount reaches a limit, but wouldn’t it
> be nice to NOTIFY people when that happens before they try to come in to
> check out books?It would also be very effective to notify patrons on
> some kind of time line so that they don’t let the amount sit and never get
> paid.   To be more clear – we have a transitory population – at an academic
> institution.   We cannot let our students leave campus without taking care
> of their bills – especially those over any limits we set.   It would be
> GREAT to have the notices go out one last time just prior to the end of
> each semester.   (our previous system had things like this and I confess I
> don’t know why this is so difficult in Evergreen)
>
>
>
>   Why can’t notices be triggered by a specific date?   Or a relative date?
>
>
>
> Thanks for any information anyone can supply!
>
>
>
> Jennifer
>
>
>
> *From:* Open-ils-general [mailto:open-ils-general-
> boun...@list.georgialibraries.org] *On Behalf Of *Terran McCanna
> *Sent:* Tuesday, March 13, 2018 10:10 AM
> *To:* Evergreen Discussion Group
> *Subject:* Re: [OPEN-ILS-GENERAL] Billing notices?
>
>
>
> Hi Jennifer,
>
> These are the notices we send out:
> https://pines.georgialibraries.org/dokuwiki/doku.php?id=circ:notification-
> wording
>
> We do not send any notices when a patron hits a total bill amount
> threshold.
>
> There is an an action trigger hook for penalty.PATRON_EXCEEDS_FINES but I
> have not tested it to see if it will work for what you want to do.
>
>
> Terran McCanna
> PINES Program Manager
> Georgia Public Library Service
&

Re: [OPEN-ILS-GENERAL] Billing notices?

[Dawn Fritz]

Hi,

We are relatively new to Evergreen, this past October was our start time.
With our former system a Balance Notice was automatically generated to send
to patrons who had fines which would cause them to lose privileges. With
the help of Elizabeth Davis, we created a Report which gives us a list of
patrons who have had the Alert added to their record saying that they've
reached the Fine Threshold. By adding a filter to say when the Alert was
added, and having the report run daily, we can then send a Balance Notice
to patrons each day. We have a Google Doc set up for our Notice and we just
change the name, address, etc. for each new patron. The amount the patron
owes is another filter, and sometimes it's not correct in the report.
That's not a problem for us since we're already going through the list to
choose which patrons get a Notice.

If you'd like more details, I'll be glad to try to share what we use.

Dawn Fritz - Circulation Manager
Bethlehem Area Public Library
Bethlehem Pa

On Tue, Mar 13, 2018 at 10:24 AM, Walz, Jennifer <jlw...@asbury.edu> wrote:

> Terran,
>
>
>
> Thanks!   That gets a bit closer.
>
>
>
>I am TRYING to use that trigger for the notices.   It seems like a good
> fit, but I don’t see that it is working properly.  So there must be
> something I am missing.The trigger or hook or something is not right.
>
>
>
>   And for clarification to everyone – I don’t mean billing for lost or
> damaged items.   I mean for FINES.   Fines that have exceeded a threshold
> or amount.   Fines that have been on an account for a certain period of
> time.   HOW does everyone deal with this? Does everyone just let the
> amount sit there? I know that there is a way to limit their circulation
> functions or other things when the amount reaches a limit, but wouldn’t it
> be nice to NOTIFY people when that happens before they try to come in to
> check out books?It would also be very effective to notify patrons on
> some kind of time line so that they don’t let the amount sit and never get
> paid.   To be more clear – we have a transitory population – at an academic
> institution.   We cannot let our students leave campus without taking care
> of their bills – especially those over any limits we set.   It would be
> GREAT to have the notices go out one last time just prior to the end of
> each semester.   (our previous system had things like this and I confess I
> don’t know why this is so difficult in Evergreen)
>
>
>
>   Why can’t notices be triggered by a specific date?   Or a relative date?
>
>
>
> Thanks for any information anyone can supply!
>
>
>
> Jennifer
>
>
>
> *From:* Open-ils-general [mailto:open-ils-general-
> boun...@list.georgialibraries.org] *On Behalf Of *Terran McCanna
> *Sent:* Tuesday, March 13, 2018 10:10 AM
> *To:* Evergreen Discussion Group
> *Subject:* Re: [OPEN-ILS-GENERAL] Billing notices?
>
>
>
> Hi Jennifer,
>
> These are the notices we send out:
> https://pines.georgialibraries.org/dokuwiki/doku.php?id=circ:notification-
> wording
>
> We do not send any notices when a patron hits a total bill amount
> threshold.
>
> There is an an action trigger hook for penalty.PATRON_EXCEEDS_FINES but I
> have not tested it to see if it will work for what you want to do.
>
>
> Terran McCanna
> PINES Program Manager
> Georgia Public Library Service
> 1800 Century Place, Suite 150
> <https://maps.google.com/?q=1800+Century+Place,+Suite+150++%0D%0AAtlanta,+GA+30345=gmail=g>
> Atlanta, GA 30345
> 404-235-7138 <(404)%20235-7138>
> tmcca...@georgialibraries.org
>
>
>
> On Tue, Mar 13, 2018 at 9:58 AM, Walz, Jennifer <jlw...@asbury.edu> wrote:
>
> All –
>
>
>
> So far I have received no response from anyone regarding billings.Are
> you telling me that NO LIBRARY out in Evergreen land ever sends out a bill
> to their patrons?
>
>
>
>   Surely this is not true.And then, if you DO send out a notice, what
> form does it take and how do you do it from Evergreen? What is the
> trigger?   What is the notice language like?   What is the frequency?
> WHEN does it escalate to a collections agency? How do you handle that
> with a notification?
>
>
>
> I have had at least 2 other people contact me to ask how this is done.
> Surely there is a need for this out there.
>
>
>
> Can anyone help?
>
>
>
> Thanks!
>
>
>
> Jennifer
>
> --
> Jennifer Walz, MLS - Head of Research & Distance Services
> Kinlaw Library -  *Asbury University*
> One Macklem Drive, Wilmore, KY 40390
> 859-858-3511 ext. 2269 <(859)%20858-3511>
> jlw...@asbury.edu
>
>
>
>
>

Re: [OPEN-ILS-GENERAL] patrons with bills

[Dawn Fritz]

Hi,

Our library started using Evergreen this past October and I'm having
problems with a similar report. I need a report which shows which patrons
have reached the $25 mark the previous day. I can get a list of patrons who
had a bill added the previous day, but I can't seem to limit the list to
patrons who reached $25.00 at that time. The lists I do get have wrong owed
amounts shown (most owe well under $25.00), and there can be 9 or more
pages of patron lists to check. It seems like there should be a way to find
patrons with a specific Total Owed amount in a specific time frame.

Thank you for adding this question to the list serv!

Sincerely,

Dawn Fritz - Circulation Manager Bethlehem Area Public Library

On Fri, Dec 29, 2017 at 5:53 PM, Diane Disbro <ddis...@scenicregional.org>
wrote:

> Good afternoon –
>
>
>
> We are trying to find patrons who owe us more than $100. I ran the report 
> *Patrons
> with outstanding balances by branch and item due date range*. There are
> 22,000 lines on the report, one for each billed item. Some of the items are
> not overdue/lost. Some of the patrons in the report do not owe us money. I
> have looked through most of the patrons with last names beginning with A,
> B, and C and found $15,000 owed to us. But it is a painfully slow process,
> looking for patrons with multiple billing lines and checking their records
> for totals. Then copying their information to a spreadsheet.
>
>
>
> Has anyone else found this information by a quicker method?
>
>
>
> Thank you.
>
>
>
> *Diane Disbro*
>
> Circulation Coordinator/Branch Manager
>
> Union Branch
>
> Scenic Regional Library
>
> 308 Hawthorne Drive
> <https://maps.google.com/?q=308+Hawthorne+Drive+Union,+MO%C2%A0%C2%A0%C2%A0%C2%A0+63084=gmail=g>
>
> Union, MO
> <https://maps.google.com/?q=308+Hawthorne+Drive+Union,+MO%C2%A0%C2%A0%C2%A0%C2%A0+63084=gmail=g>
> 63084
> <https://maps.google.com/?q=308+Hawthorne+Drive+Union,+MO%C2%A0%C2%A0%C2%A0%C2%A0+63084=gmail=g>
>
> (636) 583-3224
>
> *www.scenicregional.org <http://www.scenicregional.org>*
>
>
>

Re: [OPEN-ILS-GENERAL] Items not on Reserve being held for a patron

[Dawn Fritz]

Thank you all for the insight and definitions!

Dawn

On Fri, May 19, 2017 at 8:01 AM, Kathy Lussier <kluss...@masslnc.org> wrote:

> Hi Dawn,
>
> I also wanted to provide some explanation on  the use for the reserves
> statuses you mentioned.
>
> The reserves status is something that is used for academic course reserves.
>
> On reservation shelf is something that's used in conjunction with the
> booking module. It's basically the 'on the holds' shelf equivalent for
> items that are booked for a specific time period.
>
> I hope this helps!
>
> Kathy
>
> On 05/19/2017 07:28 AM, Joan Kranich wrote:
>
> Hi Dawn,
>
> Our libraries do not change the status of the item when a patron asks for
> the item to be set aside for them.  Most of our libraries place a Hold for
> the patron, check in the item, and place it on the Holds Shelf.
>
> Joan
>
> On Thu, May 18, 2017 at 3:00 PM, Dawn Fritz <dfr...@bapl.org> wrote:
>
>> Hi,
>>
>> We will be moving from Sierra to Evergreen this October. Presently, when
>> a patron asks us to put an item which is on the shelf aside for them, we
>> change the item status to "Main Lib hold", "Branch 1 hold" or "Branch 2
>> hold". These statuses reflect our 3 branches and help in searches for the
>> items. There is no fee charged to the patron for this service. When we
>> check the item out to the patron, the system prompts us to clear the hold
>> status.
>>
>> I see in Evergreen that there are 2 statuses which contain the word
>> "Reserve". Does anyone use these for held items which don't have the "On
>> Holds shelf" designation? Also, does anyone have a way to show which branch
>> has the item?
>>
>> Thanks,
>>
>> Dawn Fritz - Circulation Manager
>> Bethlehem Area Public Library
>> Bethlehem Pa
>>
>>
>
>
> --
> Joan Kranich
> C/W MARS Member Services
> jkran...@cwmars.org
> 508-755-3323 ext. 321 <(508)%20755-3323> or ext. 1
>
>
> --
> Kathy Lussier
> Project Coordinator
> Massachusetts Library Network Cooperative(508) 343-0128kluss...@masslnc.org
> Twitter: http://www.twitter.com/kmlussier
>
>

[OPEN-ILS-GENERAL] Items not on Reserve being held for a patron

[Dawn Fritz]

Hi,

We will be moving from Sierra to Evergreen this October. Presently, when a
patron asks us to put an item which is on the shelf aside for them, we
change the item status to "Main Lib hold", "Branch 1 hold" or "Branch 2
hold". These statuses reflect our 3 branches and help in searches for the
items. There is no fee charged to the patron for this service. When we
check the item out to the patron, the system prompts us to clear the hold
status.

I see in Evergreen that there are 2 statuses which contain the word
"Reserve". Does anyone use these for held items which don't have the "On
Holds shelf" designation? Also, does anyone have a way to show which branch
has the item?

Thanks,

Dawn Fritz - Circulation Manager
Bethlehem Area Public Library
Bethlehem Pa