Re: [OPEN-ILS-GENERAL] Call numbers in Evergreen

2010-07-27 Thread Don McMorris
On Tue, Jul 27, 2010 at 9:36 PM, Dan Scott  wrote:
> On Tue, 2010-07-27 at 15:33 -0400, Kathy Lussier wrote:

>>
>> We also wanted to float the idea of breaking up the call number into
>> multiple fields as opposed to putting the entire call number (prefix,
>> call number, suffix) into one free-text field. We have many libraries
>> that use J as a prefix for children’s materials while others use juv,
>> and there are many other areas where the prefixes differ. Pulling
>> those prefixes and suffixes into different fields could simplify the
>> process of creating reports based on call numbers, sorting by call
>> number, and possibly creating spine labels.
>>
>
> Interesting. In the past we used prefixes on our call numbers to
> identify which library holds a given book, but we've done away with them
> to avoid messing up call number sorting in the loverly shelf browse. The
> idea of having non-sorting prefixes and suffixes is intriguing -
> although I wonder if it would make more sense to work out a programmatic
> way to tell the spine label editor to generate a given prefix or suffix
> when printing a spine label, rather than manually entering that
> information into new fields all the time.

The MARC Format for Holdings [1], specifically the 852 field [2],
calls for a Shelving Scheme (Indicator 1)  (including Dewey and LC),
and different sections for each of call number parts (IE: $h for
classification part, $i for item part, $k for prefix; EX: 'J 001.64
GAT' might appear as '852 1# $h 001.64 $i GAT $k J').

Although Evergreen doesn't internally utilize the MARC Format for
Holdings Data for storing volume/call number [3] and copy [4] data of
actual "barcoded" material, the MFHD could be used as a potential
planning tool for how to separate out the data.

Hope this helps.

--Don

[1]: http://www.loc.gov/marc/holdings/echdhome.html
[2]: http://www.loc.gov/marc/holdings/hd852.html
[3]: 
http://open-ils.org/documentation/evergreen-schema-1.6.0.1.html#asset.table.call-number
[4]: 
http://open-ils.org/documentation/evergreen-schema-1.6.0.1.html#asset.table.copy


Re: [OPEN-ILS-GENERAL] County by Dewey Block Report

2010-04-05 Thread Don McMorris
The "Classic Item List" has an item called "Dewy Tens" and "Dewy
Hundreds" (in the fm_IDL.xml, the internal name is 'dewey_block_tens'
and 'dewey_block_hundreds' - the label is just missing the second
'e').  Displaying one of these, as well as Copy ID (field transform to
'Count Distinct') should get what you want.  Of course, filter however
you please - circ Lib->Organizational Unit ID (In List), deleted (as
FALSE) may be good ideas.

Hope this helps!

--Don

On Mon, Apr 5, 2010 at 2:50 PM, Catherine Buck Morgan
 wrote:
> Just for one library.
>
>
>
> From: Rogan Hamby [mailto:rha...@florencelibrary.org]
> Sent: Monday, April 05, 2010 2:51 PM
> To: 'Evergreen Discussion Group'
> Subject: Re: [OPEN-ILS-GENERAL] County by Dewey Block Report
>
>
>
> Is this just for one library or an entire consortium?
>
>
>
> From: open-ils-general-boun...@list.georgialibraries.org
> [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of
> Catherine Buck Morgan
> Sent: Monday, April 05, 2010 2:34 PM
> To: Evergreen Discussion Group
> Subject: [OPEN-ILS-GENERAL] County by Dewey Block Report
>
>
>
> I need a report that will tell me how many items we own for each Dewey
> block. Ideally, I’d like it by 10s, but I will be happy with 100s.
>
>
>
> However, I cannot figure out how to do this. We are running 1.4.0.6.
>
>
>
> I’ve been asked if I can do this by tomorrow. Hmmm.
>
>
>
> TIA for any assistance,
>
> Catherine.
>
>
>
> ***
>
> Catherine Buck Morgan
>
> Director, Division of Innovation & Technology
>
> South Carolina State Library
>
> POB 11469, 1500 Senate Street, Columbia, SC 29211
>
> Phone: 803.734.8651 | Cell: 803.239.8363 | Fax: 803.734.4757
>
> cmor...@statelibrary.sc.gov www.statelibrary.sc.gov
>
> Catalog: sclends.lib.sc.us
>
>
>
> The South Carolina State Library is a national model for innovation,
> collaboration, leadership and effectiveness.  It is the keystone in South
> Carolina’s intellectual landscape.
>
>
>
>
>
>


[OPEN-ILS-GENERAL] ***SPAM*** Re: Spine Label Printers?

2010-01-21 Thread Don McMorris
I'm just curious, what couldn't they get working? I used the Twin
Turbo at a previous job (as a library clerk).  Even though that
library wasn't an Evergreen library, I would've expected the TwinTurbo
to be just fine...

I remember I did set up 2 printers in Windows for the same physical
device - each one defaulting to a different side of the printer.  We
then set our ILS (not Evergreen) to use the printer for the side of
the printer we had the label stock... In our case, I believe we used
7/8" x 1+5/8" labels from a third-party (IE: non-Dymo)
manufacturer/supplier... So, even though our ILS did not save the
printer settings (which side of the printer we wanted to use), we set
up the print driver so it would be "hard-coded" in...

One thing I was considering doing there as well was set up half of the
Dymo to print receipts - the one station we used for cataloging was
occasionally used as a second circ station when we were busy... not
frequently enough to justify a $300 receipt printer, though.  We never
did do this, and I forget why - possibly because of restricted paper
width or sticking different sizes/types of receipt paper rolls...  But
I digress...

I'm glad to hear there's been success with the Dymo LabelWriter!

--Don

On Thu, Jan 21, 2010 at 5:42 PM, Daniluk, Judy  wrote:
> Some of our libraries are happily using the Dymo 400 Turbo (with
> single-column label stock),  but one library tried a Dymo 450 TwinTurbo and
> was not able to get it to work with Evergreen.
>
>
>
> One library is exporting data from Evergreen in csv format and then using
> Microsoft Word’s Mail-Merge feature to print multi-column labels.
>
>
>
> Judy Daniluk
>
> Technology Consultant, North Texas Regional Library System
>
> jdani...@ntrls.org 817-201-6778(cell)
>
>
>
> From: open-ils-general-boun...@list.georgialibraries.org
> [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Joe
> Atzberger
> Sent: Thursday, January 21, 2010 12:30 PM
> To: Evergreen Discussion Group
> Subject: Re: [OPEN-ILS-GENERAL] Spine Label Printers?
>
>
>
> Some libraries have been surprised by the amount of noise a given printer
> generates, something not typically listed in catalog or web retail.
>  Single-label thermal printers tend to be the friendliest in that regard,
> and small and quiet enough to fit at most workstations.  Great for replacing
> damaged labels at the circ or reference station.
>
>
>
> I'm not sure about your library's situation, but if they are going to print
> in large volumes, you should also consider a laser printer.  Thermal
> printers can do high quality (i.e., reliably scannable barcodes), but the 51
> labels-per-minute of the Dymo 450 (current version of the 400) is still
> about a fifth of that of the HP LaserJet 4050 (8.5ppm @1200dpi x 30 labels
> per page = 255 labels-per-minute).  To be fair, I should also say that Dymo
> makes "turbo" and "dual" versions of their LabelWriter, but they're still
> not that fast.
>
>
>
> Regarding stock and durability, a combination of standard office-quality
> labels and super-adhesive "label protectors" like these seems to be more
> effective starting with higher quality adhesive labels on big print runs.
>  The reason is that the HQ labels tend to be thicker and jam in the printer
> more often, and still don't match the protector's grip.  The permanence of
> the label may not be as important to your libraries as it was to my former
> clients (K-12 schools and juvenile prisons), but I thought I'd mention it
> anyway.
>
>
>
> --Joe
>
>
>
> On Thu, Jan 21, 2010 at 11:46 AM, Amy Terlaga  wrote:
>
> Hi all—
>
> What is your library system using to print your spine labels with Evergreen?
>
> One of our libraries (going live in March) is looking for a low-cost spine
> label printer recommendation and we’d like to hear the good (and bad)
> experiences out there …
>
> Thanks!
>
> Amy


Re: [OPEN-ILS-GENERAL] introduction and quick database question

2009-12-07 Thread Don McMorris
I believe you're looking for biblio.record_entry.  This (generally)
corresponds to the "source" or "record" value of your metabib tables
(if you do a '\d metabib.title_field_entry' [for example], you should
see a "foreign key constraint').

An item (asset.copy) will link to a title (biblio.record_entry) via a
volume (asset.call_number).

There are also a number of useful views in the reporter schema.

If you haven't yet seen it, this
(http://open-ils.org/documentation/evergreen-schema-1.4.0.2.html) can
be pretty helpful.  There are some additions in 1.6 (Ex: Acq), but I
find it quite helpful quite often.

Hope this helps!

--Don

On Mon, Dec 7, 2009 at 6:30 PM, Jesse Ephraim  wrote:
> I am the director of a library in a consortium of small libraries in the
> Dallas-Fort Worth metroplex area of Texas.  We launched Evergreen a few
> months ago.
>
>
>
> I am working on some reports that go beyond the basic capabilities of the
> built-in reporting tool in Evergreen, so I am pulling the data via standard
> SQL queries.   I have one quick question:
>
>
>
> I don’t see “title” and “author” information anywhere within any of the
> ASSET tables (other than empty “dummy_title” and “dummy_author” fields in
> asset_copy), so I looked to the METABIB table to pull that information.
> However, I am having trouble locating the common identifier to tie the
> tables together when I JOIN them so I can link the appropriate author and
> title information to the individual copies.  I know I must be overlooking
> something obvious, but if someone could give me a quick hint, I would really
> appreciate it!
>
>
>
> Thanks!
>
>
>
> Jesse Ephraim
>
>
>
> Director, Roanoke Public Library
>
> 308 S. Walnut
>
> Roanoke, Texas 76262
>
> (817) 491-2691
>
> jephr...@roanoketexas.com
>
>
>
>


Re: [OPEN-ILS-GENERAL] opac login fails for non-admin users

2009-04-20 Thread Don McMorris
The Internet Access doesn't matter in this case.  It's purely used by
third-party computer management software.

On Mon, Apr 20, 2009 at 8:23 AM, Anton Chuppin  wrote:
> On Mon, 2009-04-20 at 09:30 -0300, Grant Johnson wrote:
>> Does the "filtered" setting in the patron account play into this?
>
> I set the Internet access to 'unfiltered' for the account when I created
> it.
>
>


Re: [OPEN-ILS-GENERAL] Getting familiar with "My Account" but I don't have a library card

2008-09-24 Thread Don McMorris
>From the download page (http://evergreen-ils.org/downloads.php) is a link to
a "list of sample users" (http://open-ils.org/downloads/demo_users.txt).
These can be used on the demo system (either in the staff client or in the
My Account section of the OPAC.

On Wed, Sep 24, 2008 at 4:59 PM, Steve Toub <[EMAIL PROTECTED]> wrote:

> Hi--
>
> I don't have a library card at any library that has Evergreen, but I wanted
> to view "My Account" features in Evergreen to get familiar with that
> functionality.
>
> I tried the "My Account" link on http://demo.gapines.org/ and
> http://dev.gapines.org/ but those URLs give me an invalid security
> certificate (and don't seem to offer the ability to create an new account
> anyway).
>
> Is there a dummy account available on any live Evergreen system that I can
> use to view the screens "My Account " functionality? Or an alternative
> (tour/screenshots) that doesn't involve installing Evergreen locally? I
> won't place holds, accrue fines, etc. ;)
>
>
>--SET
>
> --
> Steve Toub
> Product Manager, BiblioCommons
>


Re: [OPEN-ILS-GENERAL] LOC Z39.50 Search and ISBN numbers

2008-06-08 Thread Don McMorris
Hi RobertC,

By Voyager, I assume you mean the Library of Congress Voyager database
(one of the default targets in Evergreen).  Is this correct?

Now, I did a quick search on the LC (http://catalog.loc.gov) by that
ISBN, and also did not get any results.  This leads me to believe that
LC simply doesn't have a bibliographic record with this ISBN.  In this
case, the publisher probably simply may've applied a new ISBN for the
different format, and may not have submitted the alternate format to
the LC.

In short, the LC Voyager database does /not/ include all USA-published
books (and may even include some non-US published titles).

I'm sure there's a cataloger on-list that probably knows more than I
about the LC process... If so, please share ;)

--Don

On Sun, Jun 8, 2008 at 1:18 PM,  <[EMAIL PROTECTED]> wrote:
> I have been using the Z38.50 (voyager) search to import bib records into EG.  
> This is working well
> and saving a ton of typing :-) but I have noticed one point that seems a bit 
> strange.
>
> Sometimes I don't find the exact ISBN number of a book.  I know that the copy 
> is being loaded has
> been out for a while (since we acquired it several years ago).
>
> Example:
> The Da Vinci Code   paperback ISBN 0-385-51322-4  Publisher: Doubleday.  The 
> search yields nothing
> for this ISBN
>
> When searching for Da Vinci  in the Title and Brown, Dan in the Author there 
> are 2 found:
> ISBN 0385513755   Special Illustrated edition (my paperback has no pictures)
> ISBN 0385504209This is the hardcover edition.
>
> Neither of these 2 seem to be correct for the paperback I have in hand.  My 
> assumption so far has
> been that the Voyager search would find at lease all USA published books.  Is 
> this incorrect?
>
> Thanks for any info.
>
> RobertC
>
>
>
>
>
>


Re: [OPEN-ILS-GENERAL] Catalogin

2008-02-12 Thread Don McMorris
If you're talking about Item records going to "In process", this is
normal.  The thought behind this is that when you create an item
record, the item itself isn't ready to circulate (IE: it may still
need spine labels, Mylar/Plastic covering, stamps, and other
procedures done to it).

It is common for libraries to create items in batches, taking one-step
at a time.  For example, a cataloger may "barcode" a book-truck worth
of books, then apply spine labels to the entire batch, then cover the
spine labels with a protective medium (usually a transparent adhesive
tape of some sort).  When the cataloging is all done, the now complete
items may go to circulation to be checked in, where they may fill
holds or be shelved.

So, after processing an item, simply check it in.  It should then
revert from in-process.  I think there's a way to make it default to
another status (other than "in process"), but I can't recall at the
moment.

Hope this helps!
--Don

2008/2/12 jose Masdeu <[EMAIL PROTECTED]>:
> When I add a MARC record and then "holdings Maintenance" and assign to a
> library, the record goes in "In process" state.. Im very confused about
> that.. what is the right procedure to add books? Is the MARC and Z3950 the
> only ways to add?
>
> Please I only need the right procedure to add books into libraries..
>
>
>
>  
>  This message was sent using IMP, the Internet Messaging Program.
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Re: [OPEN-ILS-GENERAL] One OPAC to Rule Them All...

2008-01-17 Thread Don McMorris

Hi Kermit,

Kermit Jones wrote:

Jason,

Hi again, and thanks for your email.  I'll go with the home solution 
then since you're saying 2Mbps should be okay for now.  Where do I start 
looking for the multiple domain documentation?  And just to clarify... 
I'm not saying one domain per library... I'm saying Three separate 
institutions, each with multiple libraries.
I know there will be some Apache magic somewhere in there, but I'm not 
sure how it shakes out with the databases (three separate user/pass?).
It sounds to me like you could use (name) virtual hosts for the multiple 
domains.  This is an apache thing.  As far as the databases, I think you 
could simply have a different database name for each domain.  The 
Postgres server, like most RDBMS', support multiple databases.



You can have customized OPAC's (and domains) for each library with one
Evergreen install, using virtual host settings with Apache.
So, i"m not looking for each library to have a separate domain... I'm 
looking for each association (multiple libraries within each) to have a 
separate domain and the associations do not intertwine records, but the 
libraries within do.
I think here was just a mix of two terminologies.  I think when Jason 
said Library, he was using it as a synonym to Association.  Not 
necessarily a single location, but a single organization.


Domain1: 10 libraries in the association (each can share)
Domain2: 20 different libraries in association (each can share)

Domain1 and Domain2 libraries don't see each other.

Not sure if that's clear, but I don't know if your answer was to that or 
my wrongly worded original question.
I think I understand what you want to do, and that would be pretty much 
two totally separate installations.  One option that you could consider 
may be to have one install but make a slight change to the OPAC where it 
automatically scopes search results only to a single association.


Normally, there would be a "Search Everywhere"-type option, but you can 
just eliminate this and just search a specific association.  With 
separate vhosts, you could do a further modification to the source so 
that, if they visit foo.example.org, they will not see the "bar" 
association as an option.


With this option, you have an added advantage of a shared bibliographic 
(title) database to create individual item records against (in the OPAC, 
if a library in the association you're searching doesn't have an item 
attached to the bib/title, it will simply not show.  I would anticipate 
this to be a major time saver.  Also, less server resources should be 
consumed, as redundant processes should be eliminated.





So where do I got?  I'm planning on using the install script for a 
Debian Etch installation.  Where do I hack after that?


Overall, you could simply do two complete parallel installations.  They 
would have different users (IE: the XMPP/"Jabber" usernames) and 
database.  However, I personally think a single installation could be 
separated enough virtually to facilitate your goal of preventing a 
patron from seeing the items of the other association.




Thanks again,
Kermit


You're welcome! I hope this gives you another idea to consider, and 
answers more questions than it's prompted ;).  If you have any more, 
we're certainly here to help!


Sincerely Yours,
--Don


Don McMorris Jr.
| Technical Support Specialist
| Equinox Software Inc. "The Evergreen Experts"
| Toll-free: 1.877.Open.ILS (1.877.673.6457)
| E-Mail: [EMAIL PROTECTED]
| Web: http://www.esilibrary.com

*hemera




Re: [OPEN-ILS-GENERAL] Importing Bibliographic Information

2007-10-15 Thread Don McMorris
Hi Ed:

I haven't done an import yet, and haven't taken much time to research it...

The guys that could best answer your question are "recovering" from a
week in Canada, so it may take a couple days more than normal to get a
reply.

Good luck!
--Don

On 10/15/07, Sperr, Edwin <[EMAIL PROTECTED]> wrote:
> Don --
>
> Could you provide any more details on the item import process?  I'm
> looking at holdings info in the standard OCLC scheme, but I don't know
> how to translate the holding codes into EG branches.   Is it just a
> matter of setting a flag on import?
>
> Thanks!
>
> Ed Sperr
> Program Director, Digital Solutions
> NELINET, Inc.
> 153 Cordaville Rd. Suite 200  Southborough, MA
> [EMAIL PROTECTED]
> (508) 597-1931  |  (800) 635-4638 x1931
>
> -Original Message-
> From: [EMAIL PROTECTED]
> [mailto:[EMAIL PROTECTED] On Behalf Of
> Don McMorris
> Sent: Thursday, July 26, 2007 10:33 AM
> To: [EMAIL PROTECTED]; open-ils-general@list.georgialibraries.org
> Subject: Re: [OPEN-ILS-GENERAL] Importing Bibliographic Information
>
> Karen et al:
>
> As Deanna said, MARC21 tag 852 is for item holdings.  The LC site has
> some explanation of this at
> http://www.loc.gov/marc/holdings/echdloca.html.
>
> If your current ILS can export data into the standard MARC format with
> holdings information stored in this standard way, Evergreen can import
> it.  Bulk imports (generally) take place using a script at the command
> shell.  This script can be customized to adapt to your current vendors'
> verison of "standard".
>
>
> As far as patron information, most ILS vendors don't follow /the/
> standard MARC21 Community Information records
> (http://www.loc.gov/marc/community/eccihome.html).  However, they can
> usually export in /some kind of/ standard (such as
> tab/comma/space-delimited ASCII database).
>
> Transactions... Current transactions should be importable (again,
> depends on how they are exported from your existing ILS).  Statistical
> information should be included on the bibliographic information, and
> thus importable.  In general, if the data can be exported in an open
> format, it can be imported into Evergreen.
>
>
> Regarding your question of import success... In the 2006 PINES migration
> to Evergreen, millions (billions?) of bib, item, and patron records were
> successfully imported.
>
>
> There are some example scripts in the source tree for importing data.
> If you'd rather 'outsource' your data import, companies like Equinox
> Software Inc. have much experience importing data like this.
>
> Hope this answers more questions than it makes ;).  If you have any
> more, please don't hesitate to contact the list again.
>
> Sincerely Yours,
>
> --Don McMorris
>
> On 7/25/07, Karen Collier <[EMAIL PROTECTED]> wrote:
> > Deanna,
> >
> > Thank you for replying.  That's great to hear it has been done
> successfully!
> > If you find any more details about how he did it, I would love to
> hear.
> > Meanwhile, I'll pass that info about field 852 along to my coworker,
> > and we'll see what we can do with it.  :)
> >
> > Out of curiosity, have you had any success yet with importing patron
> > and/or transaction information?  Has anyone else?  We're not at that
> > point yet, but we're looking ahead and wondering.
> >
> > Thanks,
> > Karen
> >
> >
> > -Original Message-
> > From: Deanna Frazee [mailto:[EMAIL PROTECTED]
> > Sent: Wednesday, July 25, 2007 1:44 PM
> > To: [EMAIL PROTECTED];
> > open-ils-general@list.georgialibraries.org
> > Subject: RE: [OPEN-ILS-GENERAL] Importing Bibliographic Information
> >
> > Karen,
> >
> > We exported 10,000 of our bib and item records from Horizon and loaded
>
> > them successfully to a test of Evergreen.  I know he had some problems
>
> > initially, but it looked great when it was done.  Basically, he just
> > transferred the item information to one of the 800 tags; for some
> > reason, I'm thinking it was 852.
> >
> > Deanna Frazee
> > Killeen City Library System
> > (254) 501-8995
> > (254) 501-7704 (fax)
> > [EMAIL PROTECTED]
> >
> >
> > > -Original Message-
> > > From: [EMAIL PROTECTED]
> > [mailto:open-ils-
> > > [EMAIL PROTECTED] On Behalf Of Karen
> > > Collier
> > > Sent: Wednesday, July 25, 2007 12:27 PM
> > > To: open-ils-general@list.georgialibraries.org
> > > Subject: [OPEN-ILS-GENERAL] Importing Bibliographic Information
>

Re: [OPEN-ILS-GENERAL] general questions - small implementation

2007-10-04 Thread Don McMorris

Hello Graham:


Graham Saathoff wrote:

Hello all,

Evergreen seems like a great solution for what I'm trying to do, but I 
have a few questions -- hopefully I can get an answer from someone who 
understands it better than I do.

We will do our best to answer them ;).


I'm the technical contact/sysadmin for a small housing cooperative 
(about 40 members in 4 houses).  We're looking to move to a more 
robust library management system for our library, which has about 
4,000 volumes.  Our network and most of our workstations run Linux, 
and most users are comfortable with open source software.


I want to create a system that will allow members to check books out 
of our central library with a barcode scanner.  Since all of our 
holdings are owned by individual members, I want a system that can 
send an automated email message to the owner of a book when it is 
checked out (with information about the patron who has taken the book) 
so that it can be retrieved if necessary.
Evergreen does not have built-in capability to automatically e-mail the 
owning library upon circulation of their items.  The original target 
audience of Evergreen was a library consortium circulating tens of 
thousands of items a day throughout dozens (or even hundreds) of branch 
libraries.  The numerous e-mails that would be generated for all these 
circulations would be very difficult to deal with.  Typically, if a 
library wanted to know whom had a particular item, they would simply 
check in the staff client.


However, that being said, a solution could easily be made to adapt 
Evergreen to do this.  Probably the easiest thing is to create a report 
that runs nightly and automatically e-mails the result to the library.  
Of course, Evergreen is Open-Source under the GPL, which means you can 
also add the functionality natively if you so desire.


Search by author/title is also important, but not as critical as the 
above requirement.  Most members of the coop take a book out of the 
library because it interests them, not because they searched for it 
(as I said above, we don't have many books availalble)
Searching for items is considered a critical function in Evergreen, and 
thus a great deal of time has been put in to it.  As an end user, these 
searches would usually take place in the Online Public Access Catalog 
(or OPAC).  I would encourage you to try out the demo OPAC at 
http://demo.gapines.org. 


Can Evergreen handle this?  Any ideas about equipment needed or 
estimates of roll-out time would be helpful.  I'm very comfortable 
with linux and have managed several other networks in the past.  Is 
there a specific skillset that I need beyond basic networking / 
scripting experience that I might need?
With the exception of automatic e-mails upon circulating items, 
Evergreen can easily do what you seem to want.  To get an idea of the 
installation, I would encourage you to check out the community 
documentation wiki at http://www.open-ils.org/dokuwiki/doku.php. 


Thanks,
Graham


Hope this answers most of your questions.  If you have any further, 
please feel free to e-mail the list again and we will try to help you out!


--Don

Don McMorris Jr.
| Technical Specialist
| Equinox Software, Inc. / The Evergreen Experts
| phone: 877-OPEN-ILS (673-6457) x709
| email: [EMAIL PROTECTED] <mailto:[EMAIL PROTECTED]>
| web: http://www.esilibrary.com




Re: [OPEN-ILS-GENERAL] Evergreen Support ISO ILL

2007-09-26 Thread Don McMorris Jr

On Wed, September 26, 2007 12:56 pm, Zachary Spalding wrote:
> I was wondering if anyone knew if Evergreen supported the ISO ILL
> standard, I am looking for some way of having Evergreen communicate
> with ILLiad.
>
> Thanks
>
> Zachary Spalding
> Systems Manager
> Southeastern New York Library Resources Council
> 21 S. Elting Corners Rd.
> Highland, NY 12528
>
> Phone: 845-883-9065
> Fax: 845-883-9483
> Email: [EMAIL PROTECTED]
>
>
>

Hi Zachary:

ISO ILL is not supported by Evergreen at this time.  However, it /is/ on
the radar and I would be expecting it in the future.

Sincerely Yours,

--Don

-- 

Don McMorris Jr.
| Technical Specialist
| Equinox Software, Inc. / The Evergreen Experts
| phone: 877-OPEN-ILS (673-6457) x709
| email: [EMAIL PROTECTED] <mailto:[EMAIL PROTECTED]>
| web: http://www.esilibrary.com



SPAM: Re: [OPEN-ILS-GENERAL] Writing an Evergreen manual

2007-09-25 Thread Don McMorris
Pretty much agree with George.  I was thinking a static manual would be 
nice also, for the same reasons that you've cited (nice printing and 
document-version synchronization).  DocBook is one of the most popular 
formats, and is well established in the industry.  The flexibility of 
automated transforms to XHTML and PDF make it that much better. 


DocBook++
GNU_FDL++
Documentation_SVN_Branch++

A quick search also yielded a "DocBook Wiki" program 
(http://doc-book.sf.net).  It appears to allow you to edit DocBook's 
right in a wiki-style format.  It mentions integration with CVS for 
version tracking, but one of the demo's mentions also integration with 
SVN.  Might be worth checking out too.


In general, I completely agree with Dan.  It's rare that I don't ;).

--Don
PS: Although sent from my company-use e-mail address, the views and 
opinions expressed herein are my own and may not reflect those of my 
company.


Don McMorris Jr.
| Technical Specialist
| Equinox Software, Inc. / The Evergreen Experts
| phone: 877-OPEN-ILS (673-6457) x709
| email: [EMAIL PROTECTED] <mailto:[EMAIL PROTECTED]>
| web: http://www.esilibrary.com



Dan Scott wrote:

Hello:

The wiki is a great resource for quickly searching and adding
information, but as a formal body of documentation it leaves something
to be desired. Say, for example, that you wanted to print a nice
cataloging and circulation manual - right now you would be hard
pressed to pull the wiki pages together in a print-worthy format.

In addition, the wiki pages have a nasty way of changing to reflect
the current version of the code - so if you have Evergreen 1.0
installed on your site, and the wiki contributors are all working with
the cutting edge 1.4 development release, then you might have to dig
back through old revisions of each page you read to find the docs that
apply to your release of Evergreen.

So, as the Evergreen 1.2 release is rapidly approaching, I would like
to get a more formal documentation project underway to augment the
wiki. I propose that we adopt the DocBook XML standard for technical
documentation (as is used by PHP, MySQL, PostgreSQL, and myriad other
projects) and the associated XHTML & PDF transforms to start producing
"The Book of Evergreen". If you want to see what the output looks like
out-of-the-box, you can see a sample at the following URLs:

  * PDF: http://open-ils.org/~denials/testbook.pdf
  * XHTML: http://open-ils.org/~denials/testbook.html

And if you haven't seen what DocBook XML source looks like, you can
see the source for these sample documents here:
  * http://open-ils.org/~denials/testbook.xml

(Please note that I whipped up the table of contents for the manual in
a few minutes; it's not meant to be an exhaustive overview or anything
resembling a final product! I think the wiki would be an ideal place
to work out the details of a quality ToC.)

As you can see, the DocBook structure is semantically rich and pretty
easy to work with. I'll try to flesh out the source with some more
expressive sections in the near future so there will be some templates
to work with for things like code samples, commands, links, etc. I'll
also try to put together some documentation for how to put together
the XHTML and PDF transforms.

Assuming that there's a consensus about moving forward with this model
for the manual, I don't think writing in DocBook should be required
for those who don't have the time to learn DocBook; we should be able
to accept good doc contributions in plain text or other formats, and
convert it to DocBook on the contributor's behalf.

For licensing purposes, I suggest the GNU Free Documentation License
1.2 (http://www.gnu.org/licenses/fdl.txt) with no invariant sections
and no required cover text. Any contributions to the manual would have
to be contributed under this license. This also means that we would
have to seek explicit permission from contributors of the
documentation that has already been contributed to the wiki if we want
to include any of that in the manual.

I hope that we will be able to add a "doc" repository to
svn.open-ils.org, if the good people of Evergreen are willing. At the
same time, I hope to be able to start working on getting the
infrastructure in place on the open-ils.org site to regularly build
and publish the manual. Fresh documentation is always a rewarding
sight for a documentation writer. This process may also be useful for
providing integrated online help for the staff client - even if, to
begin with, the help consists of simply the manual and isn't
contextual at all.

So, to summarize:

1) The wiki isn't going away, it's still an extremely useful tool for
quickly dumping documentation and notes and for collaboration.

2) DocBook is the de facto standard XML schema and publishing tool set
for open source projects, so we will be able to capitalize on the work

Re: [OPEN-ILS-GENERAL] Setting up Branches

2007-07-31 Thread Don McMorris
Turns out I don't have the VMWare image put in place yet (recently
re-did my computer and lost it).  Until I get the image downloaded
again, I would suggest checking the Apache logs.  Depending on how it
was actually installed, it may be /var/log/apache2/error_log or
something else.

--Don

On 7/31/07, John van Rassel <[EMAIL PROTECTED]> wrote:
> Ok...I looked at the /etc/apache2/httpd.conf file, and found this:
> 
> AllowOverride None
> Options None
> Order allow,deny
> Allow from all
> 
>
> This seems to me like it would allowing from all IP's.  I don't really
> know what to do.  I might be looking at the wrong place, or something
> else, so I am open to ideas
> Thanks
> John
> -Original Message-
> From: [EMAIL PROTECTED]
> [mailto:[EMAIL PROTECTED] On Behalf Of
> Don McMorris
> Sent: Tuesday, July 31, 2007 3:15 PM
> To: open-ils-general@list.georgialibraries.org
> Subject: Re: [OPEN-ILS-GENERAL] Setting up Branches
>
> Hi John:
>
> The installation calls to lock the /cgi-bin/ folder to prevent a
> malicious user from re-bootstrapping the system.  To modify or remove
> this lock, you will need to edit the apache configuration.  I don't
> have the image here in front of me, but I believe it's in the actual
> apache configuration which is probably located in
> /etc/httpd/apache2/conf/ (or similar).  I forget exactly how the
> VMWare image is configured (and it's not here where I am), so if you
> get stuck I'll take a look when I get home (or Dan will come to the
> rescue again ;)).
>
> What you'd be looking for is something in one of the Apache configs
> along the line of:
> 
> ...
> Order deny,allow
> deny from all
> allow from [space-delimited list of IP addresses].
> 
>
> This is all from memory, so it may not be exact.. but hopefully it'll
> get you started.
>
> Good luck!
>
> --Don
>
>
> On 7/31/07, John van Rassel <[EMAIL PROTECTED]> wrote:
> > I tried this, but now I get a 403 error.  It says You don't have
> > permission to access /cgi-bin/config.cgi on this server.
> > Does anyone know what I may be doing wrong?
> > Thanks
> > John
> >
> > -Original Message-
> > From: [EMAIL PROTECTED]
> > [mailto:[EMAIL PROTECTED] On Behalf
> Of
> > Dan Scott
> > Sent: Monday, July 30, 2007 11:00 AM
> > To: open-ils-general@list.georgialibraries.org
> > Subject: Re: [OPEN-ILS-GENERAL] Setting up Branches
> >
> > On 30/07/07, John van Rassel <[EMAIL PROTECTED]> wrote:
> > >
> > > Is there any sort of utility for setting up different branches in
> > Evergreen?
> >
> > There sure is - in fact, there are two.
> >
> > > Right now, I am using the Gentoo image(thanks to Dan), but now I
> want
> > to get
> > > rid of the sample branches, and put our own in
> >
> > Try opening http://192.168.1.128/cgi-bin/config.cgi in a Web browser
> > (replacing 192.168.1.128 with whatever IP address your VMWare image
> > acquired); you'll be able to drill down through the org_unit hierarchy
> > and change names, etc, at will.
> >
> > > I was just hoping someone could let me know the best way to do this
> >
> > There will be an even better way soon; a complete administration
> > interface built on Django is in the works. In fact, the base code for
> > it is in the VMWare image; I just haven't enabled it yet. I hope to
> > have it running for the 1.2.0-final image, even if it's still under
> > development, because it looks so darn cool.
> >
> > --
> > Dan Scott
> > Laurentian University
> >
>


Re: [OPEN-ILS-GENERAL] Setting up Branches

2007-07-31 Thread Don McMorris
Hi John:

The installation calls to lock the /cgi-bin/ folder to prevent a
malicious user from re-bootstrapping the system.  To modify or remove
this lock, you will need to edit the apache configuration.  I don't
have the image here in front of me, but I believe it's in the actual
apache configuration which is probably located in
/etc/httpd/apache2/conf/ (or similar).  I forget exactly how the
VMWare image is configured (and it's not here where I am), so if you
get stuck I'll take a look when I get home (or Dan will come to the
rescue again ;)).

What you'd be looking for is something in one of the Apache configs
along the line of:

...
Order deny,allow
deny from all
allow from [space-delimited list of IP addresses].


This is all from memory, so it may not be exact.. but hopefully it'll
get you started.

Good luck!

--Don


On 7/31/07, John van Rassel <[EMAIL PROTECTED]> wrote:
> I tried this, but now I get a 403 error.  It says You don't have
> permission to access /cgi-bin/config.cgi on this server.
> Does anyone know what I may be doing wrong?
> Thanks
> John
>
> -Original Message-
> From: [EMAIL PROTECTED]
> [mailto:[EMAIL PROTECTED] On Behalf Of
> Dan Scott
> Sent: Monday, July 30, 2007 11:00 AM
> To: open-ils-general@list.georgialibraries.org
> Subject: Re: [OPEN-ILS-GENERAL] Setting up Branches
>
> On 30/07/07, John van Rassel <[EMAIL PROTECTED]> wrote:
> >
> > Is there any sort of utility for setting up different branches in
> Evergreen?
>
> There sure is - in fact, there are two.
>
> > Right now, I am using the Gentoo image(thanks to Dan), but now I want
> to get
> > rid of the sample branches, and put our own in
>
> Try opening http://192.168.1.128/cgi-bin/config.cgi in a Web browser
> (replacing 192.168.1.128 with whatever IP address your VMWare image
> acquired); you'll be able to drill down through the org_unit hierarchy
> and change names, etc, at will.
>
> > I was just hoping someone could let me know the best way to do this
>
> There will be an even better way soon; a complete administration
> interface built on Django is in the works. In fact, the base code for
> it is in the VMWare image; I just haven't enabled it yet. I hope to
> have it running for the 1.2.0-final image, even if it's still under
> development, because it looks so darn cool.
>
> --
> Dan Scott
> Laurentian University
>


Re: [OPEN-ILS-GENERAL] Importing Bibliographic Information

2007-07-26 Thread Don McMorris
Hi Jason et al:

There was a report on -dev back in early June
(http://list.georgialibraries.org/pipermail/open-ils-dev/2007-June/001228.html).
 His records started swapping quite a bit around 50k/records.  From
what I understand, he had to reset the database and change the script
queries.  The above message and the few surrounding it may be
worthwhile in reading.

I believe this bug has been entered/recognized.  However, as the data
load is expected to be a 1-time operation for the life of the system,
it hasn't been given as high a priority as the day-to-day stuff...
AAMOF, this would be a good place for somebody to make some
contributions ;).

If you have any more questions about data load, you might find -dev
more helpful 
(http://libmail.georgialibraries.org/mailman/listinfo/open-ils-dev).
 Admittedly, most of the people there are also here ;).  However, the
-dev list has historically been used for Tech Support too (and I know
of at least 2 other data load threads that took place on there).

Cheers!
--Don

On 7/26/07, Jason Stephenson <[EMAIL PROTECTED]> wrote:
> Don, et al.,
>
> Thanks for the information about the 852 tag. This is very helpful.
>
> I have so far tried importing about 850,000 bib records into Evergreen
> from our Horizon database, and the process did not go well. Apparently,
> our Core 2 Duo with 4 GB of RAM cannot handle processing all 850,000
> bibs at once, so I will have to break it up into chunks.
>
> I'm wondering if you have any benchmarks for how much RAM/CPU resources
> the conversion programs use per X number of records. The
> direct_ingest.pl on my test machine segfaulted after about 250,000
> records. I'm assuming that I'll need to load them in batches of 50,000
> to 100,000 to be successful.
>
> Also, for Deanna, I have a specific question. Can you tell me what
> parameters you used for your export target in Horizon to get your item
> info into the 852, please? I'm looking at this for our consoritum right
> now and while I have some ideas, it would save me a lot of time teasing
> it out if I had someone else's to look at.
>
> Cheers,
> Jason
>
>
>


Re: [OPEN-ILS-GENERAL] Evergreen Start Up Questions

2007-07-26 Thread Don McMorris
On 7/26/07, Jami Miller <[EMAIL PROTECTED]> wrote:
> Hi all,
>
> I am researching the transition from a commercial ILS system to an open 
> source ILS system and have a couple questions:
>
> 1. What commercial system was PINES using prior to the Evergreen 
> implementation?
>

I believe it was DRA/Dynix Classic, but I'm not 100% sure...

> 2. Was the previous system supporting a consortia or did the consortia form 
> after the Evergreen implementation?
>

The previous system supported the PINES consortium.  I believe other
libraries were brought in after migration, but the majority existed
prior on the old system.

> 3. If so, did each library maintain its own installation that talked to a 
> central system or was the original commercial implementation completely 
> centralized? (I have read about the 5 year contract expiring and wonder if 
> each server at each institution was expiring at the same time or only one at 
> a central location)
>

As far as I know, the original system was housed on servers at a
central location.  This is the same way the current system is
implemented.

>
> Any info would be greatly appreciated!
>

On the Open-ILS page (http://www.open-ils.org) has a link to "BC
PINES".  BC PINES is (as I understand it) an attempt to build a
province-wide library consortia similar to GA PINES.  In this case
(again, as I understand it), the plan is to build a new system and
import the data from the members that decide to join.  This case is a
little different than GA's implementation, as there will be several
ILS's merging into 1 instead of a simple 1:1 migration.  I have no
doubt, though, that it won't be too bad... Evergreen is flexible like
that ;)

> Thanks so much,

You're welcome!  If you have any more questions, please don't hesitate
to contact the list(s)!  Also, feel free to test-drive the staff
client, the OPAC, or your own full-blown installation on VMWare, all
of which are available at the Open-ILS web site
(http://www.open-ils.org)

>
> Jami Miller
>
>
>
>
>
> Jami Miller
> Systems Librarian
> Franklin University Library/Phillips Hall
> 303 South Grant Avenue
> Columbus, OH 43215
> 614.947.6561
>
>
>

--Don


Re: [OPEN-ILS-GENERAL] Importing Bibliographic Information

2007-07-26 Thread Don McMorris
Karen et al:

As Deanna said, MARC21 tag 852 is for item holdings.  The LC site has
some explanation of this at
http://www.loc.gov/marc/holdings/echdloca.html.

If your current ILS can export data into the standard MARC format with
holdings information stored in this standard way, Evergreen can import
it.  Bulk imports (generally) take place using a script at the command
shell.  This script can be customized to adapt to your current
vendors' verison of "standard".


As far as patron information, most ILS vendors don't follow /the/
standard MARC21 Community Information records
(http://www.loc.gov/marc/community/eccihome.html).  However, they can
usually export in /some kind of/ standard (such as
tab/comma/space-delimited ASCII database).

Transactions... Current transactions should be importable (again,
depends on how they are exported from your existing ILS).  Statistical
information should be included on the bibliographic information, and
thus importable.  In general, if the data can be exported in an open
format, it can be imported into Evergreen.


Regarding your question of import success... In the 2006 PINES
migration to Evergreen, millions (billions?) of bib, item, and patron
records were successfully imported.


There are some example scripts in the source tree for importing data.
If you'd rather 'outsource' your data import, companies like Equinox
Software Inc. have much experience importing data like this.

Hope this answers more questions than it makes ;).  If you have any
more, please don't hesitate to contact the list again.

Sincerely Yours,

--Don McMorris

On 7/25/07, Karen Collier <[EMAIL PROTECTED]> wrote:
> Deanna,
>
> Thank you for replying.  That's great to hear it has been done successfully!
> If you find any more details about how he did it, I would love to hear.
> Meanwhile, I'll pass that info about field 852 along to my coworker, and
> we'll see what we can do with it.  :)
>
> Out of curiosity, have you had any success yet with importing patron and/or
> transaction information?  Has anyone else?  We're not at that point yet, but
> we're looking ahead and wondering.
>
> Thanks,
> Karen
>
>
> -Original Message-
> From: Deanna Frazee [mailto:[EMAIL PROTECTED]
> Sent: Wednesday, July 25, 2007 1:44 PM
> To: [EMAIL PROTECTED]; open-ils-general@list.georgialibraries.org
> Subject: RE: [OPEN-ILS-GENERAL] Importing Bibliographic Information
>
> Karen,
>
> We exported 10,000 of our bib and item records from Horizon and loaded them
> successfully to a test of Evergreen.  I know he had some problems initially,
> but it looked great when it was done.  Basically, he just transferred the
> item information to one of the 800 tags; for some reason, I'm thinking it
> was 852.
>
> Deanna Frazee
> Killeen City Library System
> (254) 501-8995
> (254) 501-7704 (fax)
> [EMAIL PROTECTED]
>
>
> > -Original Message-
> > From: [EMAIL PROTECTED]
> [mailto:open-ils-
> > [EMAIL PROTECTED] On Behalf Of Karen Collier
> > Sent: Wednesday, July 25, 2007 12:27 PM
> > To: open-ils-general@list.georgialibraries.org
> > Subject: [OPEN-ILS-GENERAL] Importing Bibliographic Information
> >
> > I found a page in the Wiki on Importing Bibliographic Records
> > http://open-ils.org/dokuwiki/doku.php?id=evergreen-
> > admin:importing:bibrecord
> > s
> >
> > It looks like good information, but there's a point not yet covered
> that
> > my
> > coworker and I were wondering about.  Specifically it states:
> >
> > "You can add a copy manually through the staff client via the Holdings
> > maintenance screen, but if you're bulk-importing MARC records you
> probably
> > want to bulk load the associated copies, call numbers, and barcodes as
> > well.
> > To be written - sorry!"
> >
> > Our question is, can you import copies, call numbers, locations, etc
> in
> > bulk?  Our existing ILS (Horizon) will let us export our MARC Records
> and
> > holdings info together, but the question is what to do with this, and
> will
> > the instructions from the wiki page above still apply, or how would
> they
> > differ?
> >
> > Going through thousands of bib records one at a time, adding holdings
> info
> > is just not practical, so I'm sure there's got to be a better way.
> Any
> > guidance is appreciated.
> >
> > Thanks,
> > Karen
> >
> >
> > --
> >
> > Karen Collier
> > Public Services Librarian
> > Kent County Public Library
> > 408 High Street
> > Chestertown, MD 21620
> > 410-778-3636
> >
> >
> >
>
>
>
>
>