[OPEN-ILS-GENERAL] Self Registration

[Elizabeth Davis]

Does anyone have dedicated patron self-registration stations?  Did you adjust 
the display timeout so that it stays on that registration page or did you use 
some other work around?


Thanks,
Elizabeth Davis, MLIS
Pronouns: she/her/hers
Head of Digital Services
Scranton Public Library
500 Vine Street
Scranton, PA 18510
Work-570-795-4332
Cell- 570-579-5825

Re: [OPEN-ILS-GENERAL] Self Check Out

[Elizabeth Davis]

Thank you everyone! I totally forgot to look at the action triggers. 

Elizabeth 

-Original Message-
From: Open-ils-general  On 
Behalf Of Jennifer Pringle
Sent: Tuesday, June 16, 2020 4:24 PM
To: Evergreen Discussion Group 
Subject: Re: [OPEN-ILS-GENERAL] Self Check Out

Hello Elizabeth,

The self check receipts are all action triggers.  There are four action 
triggers and their names all start with "Self-Checkout".

As far as I'm aware the self check does not currently have a way to tell it to 
use Hatch.

Hope this helps,

Jennifer


Quoting Elizabeth Davis :

> Hello
>
> Does the self checkout use it's own set of receipt templates and does 
> it not use Hatch?
>
>
> Thank you,
> Elizabeth Davis, MLIS
> Pronouns: she/her/hers
> Head of Digital Services
> Scranton Public Library
> 500 Vine Street
> Scranton, PA 18510
> Work-570-795-4332
> Cell- 570-579-5825


--
Jennifer Pringle
Co-op Support
BC Libraries Cooperative
Tel: 1-888-848-9250
Email:jennifer.prin...@bc.libraries.coop
Website: http://bc.libraries.coop

Gratefully acknowledging that I live and work in the unceded Traditional 
Territory of the St'at'yemc Nations.

[OPEN-ILS-GENERAL] Self Check Out

[Elizabeth Davis]

Hello

Does the self checkout use it's own set of receipt templates and does it not 
use Hatch?


Thank you,
Elizabeth Davis, MLIS
Pronouns: she/her/hers
Head of Digital Services
Scranton Public Library
500 Vine Street
Scranton, PA 18510
Work-570-795-4332
Cell- 570-579-5825

Re: [OPEN-ILS-GENERAL] SIP2 and Kanopy

[Elizabeth Davis]

Hello Martha

Thank you so much!

Elizabeth Davis
Head of Digital Services
Scranton Public Library
500 Vine Street
Scranton, PA 18509
eda...@albright.org<mailto:eda...@albright.org>
570-348-3000 ext. 3050
Pronouns: she/her/hers


From: "open-ils-general-boun...@list.georgialibraries.org" 
 on behalf of "Driscoll, 
Martha" 
Reply-To: open-ils-general 
Date: Tuesday, March 31, 2020 at 8:53 AM
To: open-ils-general 
Subject: Re: [OPEN-ILS-GENERAL] SIP2 and Kanopy

SIP2 will send 'blocked' in the AF field if the patron's card has expired.  It 
will also set that block for other reasons such as owing too much money or too 
many overdues.  You will have to check your own system settings to see what 
those thresholds are.

Martha Driscoll, Systems Manager
North of Boston Library Exchange
www.noblenet.org<http://www.noblenet.org>



On Mon, Mar 30, 2020 at 8:58 PM Elizabeth Davis 
mailto:eda...@albright.org>> wrote:
Does anyone use SIP2 authentication with Kanopy? I am working with the 
technician to block cards with expired privilege dates but we are having 
trouble identifying the correct field.

Thanks
Elizabeth

Get Outlook for Android<https://aka.ms/ghei36>

[OPEN-ILS-GENERAL] SIP2 and Kanopy

[Elizabeth Davis]

Does anyone use SIP2 authentication with Kanopy? I am working with the 
technician to block cards with expired privilege dates but we are having 
trouble identifying the correct field.

Thanks
Elizabeth

Get Outlook for Android

Re: [OPEN-ILS-GENERAL] Patron Visible Notes

[Elizabeth Davis]

Hi Jason

Thanks,  this was helpful.  The notes aren't showing in the patron side because 
they are deleted in the message center even though they are still appearing in 
the staff side 'notes'. 

Elizabeth 

-Original Message-
From: Open-ils-general  On 
Behalf Of Jason Etheridge
Sent: Friday, February 28, 2020 4:03 PM
To: Evergreen Discussion Group 
Subject: Re: [OPEN-ILS-GENERAL] Patron Visible Notes

> Does anyone know if there is a limit or a setting that indicates how many are 
> seen?

I don't think so, but the notes you see in the staff client (under Other -> 
Notes) are not quite the same thing that a patron sees in the OPAC.  The ones 
in the staff client exist in a table called actor.usr_note.  The ones in the 
OPAC exist in a table called actor.usr_message.  There's a trigger that will 
copy entries from usr_note to usr_message for notes flagged as Patron Visible 
(or "pub"
in the database).  Patrons can delete their entries and the original entries in 
usr_note would remain untouched.  You can try Other -> Message Center from 
within the staff client to help troubleshoot; it should match what the patron 
sees in the OPAC.

Let me know if that helps.

--
Jason Etheridge
Senior Developer
Equinox Open Library Initiative
phone:  1-877-OPEN-ILS (673-6457)
email:  ja...@equinoxinitiative.org
web:  http://EquinoxInitiative.org

[OPEN-ILS-GENERAL] Patron Visible Notes

[Elizabeth Davis]

Hello Everyone,

We are on 3.3 and we use patron visible notes to share the status of ILL 
requests.  A patron reported that they stopped seeing newer notes.  They are a 
heavy user of the ILL service so they had accumulated quite a few notes so we 
deleted older ones, but they are still not seeing newer notes.

I tested it on my account and notice that of the 8 notes I have on my account I 
can only see 4 in the TPAC.

Does anyone know if there is a limit or a setting that indicates how many are 
seen?

Thanks,

Elizabeth Davis, MLIS
Head of Digital Services
Scranton Public Library
500 Vine Street
Scranton, PA 18510
Work-570-795-4332
Cell- 570-579-5825
Pronouns- she/her

Re: [OPEN-ILS-GENERAL] Auto Renew Feature

[Elizabeth Davis]

Thank you! I forgot about Action Triggers.

Elizabeth

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Aubrey 
Area Library
Sent: Thursday, November 21, 2019 11:51 AM
To: Evergreen Discussion Group 
Subject: Re: [OPEN-ILS-GENERAL] Auto Renew Feature

I just reread your question. The circulation duration rules control how many 
times the item can auto renew. To turn it on is in the in the 
Notifications/Actions Triggers tab under Local Administration. Should be 
triggers for Autorenew and the notification, AutorenewNotify, that you can 
clone.

Apologies for the back-to-back messages.

On Thu, Nov 21, 2019 at 10:39 AM Aubrey Area Library 
mailto:aubreyarealibr...@gmail.com>> wrote:
Haha Wong picture.

On Thu, Nov 21, 2019 at 10:38 AM Aubrey Area Library 
mailto:aubreyarealibr...@gmail.com>> wrote:
Elizabeth

You need to create new circulation duration rules and then change the 
circulation policies. Attached is a photo of on of our duration rules.

On Thu, Nov 21, 2019 at 10:31 AM Elizabeth Davis 
mailto:eda...@albright.org>> wrote:
This has been so helpful.  Thank you everyone.

I’m setting up testing today and the only thing I’m not see is how to set when 
the auto renew happens.  I’m assuming that’s in the circulation policy?

Elizabeth

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org<mailto:open-ils-general-boun...@list.georgialibraries.org>]
 On Behalf Of Morgan, Michele
Sent: Thursday, November 21, 2019 11:19 AM
To: Evergreen Discussion Group 
mailto:open-ils-general@list.georgialibraries.org>>
Subject: Re: [OPEN-ILS-GENERAL] Auto Renew Feature

This is a great discussion!

Thought I'd share how we implemented autorenewals in NOBLE:

A Library can opt in to autorenewal. Only their own items checked out at their 
own library will be autorenewable. Network transfers are not autorenewable.

Autorenewal processing happens the morning the items are due so patrons don't 
lose any time from their loan period.

Our autorenewal action trigger uses a custom filter so that it only runs for 
the libraries who have opted in, and does not attempt to process autorenewals 
for checkouts that are not renewable at all.

When a library opts in, and chooses a start date, we adjust their duration 
rules to set the number of allowed autorenewals equal to the number of allowed 
renewals. If a duration rule has zero allowed renewals, we don't set a value 
for allowed autorenewals. This allows the action trigger filter mentioned above 
the skip them.

To avoid the transition issue with new checkouts vs. existing checkouts, we 
update open circulations for the opting in library which are due on the start 
date and beyond to set the autorenewal remaining field equal to the renewal 
remaining field. In that way, items that were checked out prior to the rule 
change will be eligible to autorenew.

Feedback has been positive, though we have adjusted the notice language a few 
times to make it less confusing.

Hope this is helpful!

-Michele
--
Michele M. Morgan, Technical Support Analyst
North of Boston Library Exchange, Danvers Massachusetts
mmor...@noblenet.org<mailto:mmor...@noblenet.org>



On Thu, Nov 21, 2019 at 9:52 AM Forrest, Stuart 
mailto:sforr...@bcgov.net>> wrote:
Hi

We are a library system that is part of a consortium (SCLENDS) and at the 
moment the only system that is using auto-renewal and this is what we have 
found so far.


1.   The three-day notice will still go out reminding patrons there 
books are due. (Our patrons see this as just a reminder)

2.   Auto-renewal happens 1 day before the books are due and the 
appropriate auto-renewal notice goes out then.

3.   An item won’t auto-renew if one of the following is true.

a.   The item is required for a hold

b.   Patrons' account has expired while they had the item checked 
out

c.Fines have reached the maximum allowed

d.   Maximum auto-renewals have been reached.

4.   The auto-renewal notice will give a reason if the process 
failed referencing those case for example mentioned above.

5.   Let's say you pick a start date of 1st of December then 
anything that is checked out before this date will NOT auto-renew. Anything 
checked out on or after this date WILL. Eventually, of course, all items will 
auto-renew, we worked out that should take about 9 weeks from the start date.

6.   We decided to have the same amount of auto-renewals as hard 
renewals to avoid less confusion for the patrons.

7.   If you have any items that checkout for less than 8 hours and 
have 0 renewals this can confusing, but Equinox found a workaround for us.

8.   If a patron from say Beaufort (BCL) comes to Calhoun and 
checks out a book at one of your libraries, that book will auto-renew also. On 
the other 

Re: [OPEN-ILS-GENERAL] Auto Renew Feature

[Elizabeth Davis]

ch
Scenic Regional Library
251 Union Plaza Drive
Union, MO 63084
(636) 583-3224
ddis...@scenicregional.org<mailto:ddis...@scenicregional.org>
[Image result for librarians rock]




On Tue, Nov 19, 2019 at 1:57 PM Geoff Sams 
mailto:gs...@roanoketexas.com>> wrote:
I would like to add that if you currently send out pre-due notices that it’s 
probably ideal to stop those as the auto-renew notifications serve the same 
purpose in general.  Jordan touched on that briefly there, but it was something 
we dealt with as well and I wanted to state it outright since it could be 
overlooked.

Thanks,
Geoff Sams
Library Manager
Roanoke Public Library
817-491-2691

From: Open-ils-general 
mailto:open-ils-general-boun...@list.georgialibraries.org>>
 On Behalf Of Elizabeth Davis
Sent: Tuesday, November 19, 2019 11:37 AM
To: Evergreen Discussion Group 
mailto:open-ils-general@list.georgialibraries.org>>
Subject: Re: [OPEN-ILS-GENERAL] Auto Renew Feature

Thank you both.  This has given us more to talk about and consider.

Elizabeth

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Aubrey 
Area Library
Sent: Tuesday, November 19, 2019 12:29 PM
To: Evergreen Discussion Group 
mailto:open-ils-general@list.georgialibraries.org>>
Subject: Re: [OPEN-ILS-GENERAL] Auto Renew Feature

We also implemented auto renew in late February this year (we are also the 
other library Geoff mentioned). It was a little rocky at first, being the test 
library for implementation, but once we worked out the kinks it has been smooth 
sailing.

Overall patrons have been very happy with it though we did have one patron that 
did not like the fact that the items renewed before their actual due date. Yes, 
we are also the library Geoff mentioned whose items auto renew before their due 
date. Thankfully it was resolved after speaking with the patron and explaining 
renewals, how auto renewal works etc. I have started looking at changes to this 
as I would prefer for the items to renew on their due date. The setup is what 
it is due to how courtesy notices are set up.

Geoff mentioned the issues with generating notices.

For patrons with no email/sms; we tend to just explain to patrons about how 
auto renewal works if they ask about it. After a few times it sinks in and they 
come to expect it. We do not require email address so, personally, I look at it 
as if a patron does not want notifications from the library that is their 
choice. Can't force it on them.

We had already taken measures years ago to reduce fines (80% reduction) so 
the impact that auto renewal has had is minuscule but as it was mention if 
fines are a source of revenue auto renewal may not be a good fit.

I would echo Geoffs recommendations for implementation. It was something that I 
overlooked and has been a thorn in my side since. Not only to give patrons time 
to return items but also so you o not have a mess of notices like we do. 
Simplicity.

Thanks,
Jordan Woodard
Aubrey Area Library

On Mon, Nov 18, 2019 at 3:56 PM Geoff Sams 
mailto:gs...@roanoketexas.com>> wrote:
We implemented auto renew back in March this year and things have gone fairly 
smoothly with the implementation for my library.

Generally, the patrons have been happy about it.  We did have one complaint 
that boiled down to a patron simply not wanting to be notified at all, which 
was an interesting one for me, but that was certainly possible to fix for us.

The only rocky start part was getting our notices to generate properly.  The 
stock notice wording was a little too generic, so we made changes that took a 
bit of work to get implemented properly.

We don’t really have the email/sms issue, so I’m not sure what the best course 
of action would be for that to be completely honest.  I have some ideas, but 
I’m not sure if any of them would be viable over the long run.

This has drastically reduced fines here, for the moment.  It’s not a forever 
renewal process, so I do still see fines, but it has generally decreased fines 
across the board.  We don’t rely on fine income for operation here, so this 
isn’t a giant issue for us, but if you do rely on fine income I’d probably 
recommend against implementing such a process.  With that said, my staff spend 
a lot less time dealing with fine related issues, and I believe it’s enough to 
have saved money in general.

For implementation, I’d recommend one of two options for the sake of making 
things reasonable.  Either set the renewal to happen a few days before the due 
date so that patrons have time to return materials that are not renewed, or set 
the renewal on the due date but add a multi-day grace period for the same 
reason.  We renew on the due date and give patrons 3 grace days to return the 
item to avoid fines.  Another library in my consortium renews the item 3 days 
before the due date instead.  Both work, but I think the important factor is 
allowing patron

Re: [OPEN-ILS-GENERAL] Auto Renew Feature

[Elizabeth Davis]

Thank you both.  This has given us more to talk about and consider.

Elizabeth

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Aubrey 
Area Library
Sent: Tuesday, November 19, 2019 12:29 PM
To: Evergreen Discussion Group 
Subject: Re: [OPEN-ILS-GENERAL] Auto Renew Feature

We also implemented auto renew in late February this year (we are also the 
other library Geoff mentioned). It was a little rocky at first, being the test 
library for implementation, but once we worked out the kinks it has been smooth 
sailing.

Overall patrons have been very happy with it though we did have one patron that 
did not like the fact that the items renewed before their actual due date. Yes, 
we are also the library Geoff mentioned whose items auto renew before their due 
date. Thankfully it was resolved after speaking with the patron and explaining 
renewals, how auto renewal works etc. I have started looking at changes to this 
as I would prefer for the items to renew on their due date. The setup is what 
it is due to how courtesy notices are set up.

Geoff mentioned the issues with generating notices.

For patrons with no email/sms; we tend to just explain to patrons about how 
auto renewal works if they ask about it. After a few times it sinks in and they 
come to expect it. We do not require email address so, personally, I look at it 
as if a patron does not want notifications from the library that is their 
choice. Can't force it on them.

We had already taken measures years ago to reduce fines (80% reduction) so 
the impact that auto renewal has had is minuscule but as it was mention if 
fines are a source of revenue auto renewal may not be a good fit.

I would echo Geoffs recommendations for implementation. It was something that I 
overlooked and has been a thorn in my side since. Not only to give patrons time 
to return items but also so you o not have a mess of notices like we do. 
Simplicity.

Thanks,
Jordan Woodard
Aubrey Area Library

On Mon, Nov 18, 2019 at 3:56 PM Geoff Sams 
mailto:gs...@roanoketexas.com>> wrote:
We implemented auto renew back in March this year and things have gone fairly 
smoothly with the implementation for my library.

Generally, the patrons have been happy about it.  We did have one complaint 
that boiled down to a patron simply not wanting to be notified at all, which 
was an interesting one for me, but that was certainly possible to fix for us.

The only rocky start part was getting our notices to generate properly.  The 
stock notice wording was a little too generic, so we made changes that took a 
bit of work to get implemented properly.

We don’t really have the email/sms issue, so I’m not sure what the best course 
of action would be for that to be completely honest.  I have some ideas, but 
I’m not sure if any of them would be viable over the long run.

This has drastically reduced fines here, for the moment.  It’s not a forever 
renewal process, so I do still see fines, but it has generally decreased fines 
across the board.  We don’t rely on fine income for operation here, so this 
isn’t a giant issue for us, but if you do rely on fine income I’d probably 
recommend against implementing such a process.  With that said, my staff spend 
a lot less time dealing with fine related issues, and I believe it’s enough to 
have saved money in general.

For implementation, I’d recommend one of two options for the sake of making 
things reasonable.  Either set the renewal to happen a few days before the due 
date so that patrons have time to return materials that are not renewed, or set 
the renewal on the due date but add a multi-day grace period for the same 
reason.  We renew on the due date and give patrons 3 grace days to return the 
item to avoid fines.  Another library in my consortium renews the item 3 days 
before the due date instead.  Both work, but I think the important factor is 
allowing patrons the time to return items.

Thanks,
Geoff Sams
Library Manager
Roanoke Public Library
817-491-2691

From: Open-ils-general 
mailto:open-ils-general-boun...@list.georgialibraries.org>>
 On Behalf Of Elizabeth Davis
Sent: Monday, November 18, 2019 12:09 PM
To: 
open-ils-general@list.georgialibraries.org<mailto:open-ils-general@list.georgialibraries.org>
Subject: [OPEN-ILS-GENERAL] Auto Renew Feature

Hello Everyone,

For those of you who are using the Auto Renew feature, how is it going? What 
are the general impressions from patrons? Was it a rocky start?   We have some 
concerns about how staff deal with patrons who do not have email or sms 
notification capabilities. How did you deal with this aspect?  Any unexpected 
financial impacts in terms of fine revenue? What are your suggestions for those 
interested in implementing it?

Thank you,


Elizabeth Davis
Head of Digital Services
Scranton Public Library
500 Vine Street
Scranton, PA 18509
Office 570-348-3000 ext. 3050
Cell 570-795-4332
eda...@albri

Re: [OPEN-ILS-GENERAL] Preferred Name on Notices

[Elizabeth Davis]

Michele and Jason, 

I agree. I have figured out the conditional logic for the receipt templates, 
but not the email and print notices.  I think making it automatic would be 
great for everyone.   I know locally we have a few individuals who have not 
legally changed their name and we would like to be able to use the name they 
are providing us on all communication.  

Elizabeth

-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Jason 
Stephenson
Sent: Thursday, September 05, 2019 4:01 PM
To: open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] Preferred Name on Notices

Michele,

Yes, I think that having fields on the user object that return the preferred 
names or regular names if there is no preferred name would be useful.  It could 
shortcut some coding.

That said, it would require some plumbing changes to the Evergreen object 
system, and I'm not sure how generic it could be.

I am adding preferred name to our email templates, and it requires some 
conditional logic in the templates.  It would be nice if I could put that in a 
separate template file that gets included in the others to avoid duplicate 
code, but I don't think the templates in the database can include other 
templates.

Cheers,
Jason

Re: [OPEN-ILS-GENERAL] Preferred Name on Notices

[Elizabeth Davis]

Hello

Thank you! I was on the right track.

Elizabeth

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of John 
Amundson
Sent: Thursday, August 29, 2019 1:50 PM
To: Evergreen Discussion Group 
Subject: Re: [OPEN-ILS-GENERAL] Preferred Name on Notices

Hi,

This is the code we use in our print templates. It prints preferred name if one 
exists, and primary name if it doesn't.

{{patron.pref_family_name}},
{{patron.family_name}},
{{patron.pref_first_given_name}}
{{patron.first_given_name}}

We are also investigating using something similar for our emailed notices. 
However, we are still in the testing phase for that. We have one test set up so 
far, and it is using this code:

[%- USE
...
first_name = user.pref_first_given_name || user.first_given_name;
family_name = user.pref_family_name || user.family_name;
-%]
...
Dear [% family_name %], [% first_name %]

John
[https://lh5.googleusercontent.com/C1fNrKOLEXFs-jfAIXQIMqbKqVBCJrBceOenfgotAcJE6XtZ2ZeeTYFkyfir63-HfzjX6q5zhBQWiO5RZk2tYnWzJ1_rjAADAH4nCmiuhNJuoG8HZLq7MBW-pAU4R9ScKcCybdVO]<http://www.cwmars.org>


John Amundson | Library Applications Supervisor | CW MARS

jamund...@cwmars.org<mailto:jamund...@cwmars.org> | 508-755-3323 
x322

https://www.cwmars.org<https://www.cwmars.org/>



On Thu, Aug 29, 2019 at 1:10 PM Kean XL 
mailto:kea...@ivpl.org>> wrote:
nevermind...that Template was broken

On Thu, Aug 29, 2019 at 12:56 PM Kean XL 
mailto:kea...@ivpl.org>> wrote:
I think I finally got this. Please correct if I'm wrong...
Here's our full current hold slip template

-->



{{hold.shelf_expire_time | date:'M/d'}}

{{patron.family_name}} 
{{patron.pref_family_name}}



{{patron.first_given_name}} 

{{patron.pref_first_given_name}}

Notify by Phone: 
{{hold.phone_notify}} 
Daytime Phone: {{patron.day_phone}} 










  

  Route to the Private Hold Shelf.


  Route to the Hold Shelf.

  
  
Hold Shelf Expire Date: {{hold.shelf_expire_time | date:'M/d/'}}
  Item Barcode: {{copy.barcode}}
  Title: {{title}}

  Call Number: {{call_number.prefix}} {{call_number.label}} 
{{call_number.suffix}}




  





  Hold for patron: {{patron.family_name}}, 
{{patron.first_given_name}}
  Notify by phone: {{hold.phone_notify}}
  Notify by text: {{hold.sms_notify}}
  Notify by email: {{patron.email}}
  Daytime Phone: 
{{patron.day_phone}} 

  Notes:
{{note.title}} - {{note.body}}
  

  




  Request Date: {{hold.request_time | 
date:$root.egDateAndTimeFormat}}




  Printed: {{today | date:$root.egDateAndTimeFormat}} at 
{{current_location.shortname}}


<


On Thu, Aug 29, 2019 at 12:22 PM Elizabeth Davis 
mailto:eda...@albright.org>> wrote:
Hello

I am using {{patron.pref_first_given_name}} in the print templates for 
receipts.  I am curious if user.pref_first_give_name work?  Can I have it print 
the preferred if it’s there and the first_given_name if there isn’t one?

Elizabeth

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org<mailto:open-ils-general-boun...@list.georgialibraries.org>]
 On Behalf Of Kean XL
Sent: Thursday, August 29, 2019 12:18 PM
To: Evergreen Discussion Group 
mailto:open-ils-general@list.georgialibraries.org>>
Subject: Re: [OPEN-ILS-GENERAL] Preferred Name on Notices

What was the marker you were using for the preferred name? Is there a list of 
referable string names for the print templates?

On Thu, Aug 29, 2019 at 11:49 AM Elizabeth Davis 
mailto:eda...@albright.org>> wrote:
Hello Everyone,

We just upgraded to 3.3 and I added the angular code in the print templates for 
preferred name and was curious if anyone uses preferred name in their trigger 
notifications.  I would like to be consistent.

Thank you,

Elizabeth Davis
Head of Digital Services
Scranton Public Library
500 Vine Street
Scranton, PA 18509
570-348-3000 ext. 3050
eda...@albright.org<mailto:eda...@albright.org>
pronouns: she/her/hers

Re: [OPEN-ILS-GENERAL] Preferred Name on Notices

[Elizabeth Davis]

Hello

I am using {{patron.pref_first_given_name}} in the print templates for 
receipts.  I am curious if user.pref_first_give_name work?  Can I have it print 
the preferred if it’s there and the first_given_name if there isn’t one?

Elizabeth

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Kean XL
Sent: Thursday, August 29, 2019 12:18 PM
To: Evergreen Discussion Group 
Subject: Re: [OPEN-ILS-GENERAL] Preferred Name on Notices

What was the marker you were using for the preferred name? Is there a list of 
referable string names for the print templates?

On Thu, Aug 29, 2019 at 11:49 AM Elizabeth Davis 
mailto:eda...@albright.org>> wrote:
Hello Everyone,

We just upgraded to 3.3 and I added the angular code in the print templates for 
preferred name and was curious if anyone uses preferred name in their trigger 
notifications.  I would like to be consistent.

Thank you,

Elizabeth Davis
Head of Digital Services
Scranton Public Library
500 Vine Street
Scranton, PA 18509
570-348-3000 ext. 3050
eda...@albright.org<mailto:eda...@albright.org>
pronouns: she/her/hers

[OPEN-ILS-GENERAL] Preferred Name on Notices

[Elizabeth Davis]

Hello Everyone,

We just upgraded to 3.3 and I added the angular code in the print templates for 
preferred name and was curious if anyone uses preferred name in their trigger 
notifications.  I would like to be consistent.

Thank you,

Elizabeth Davis
Head of Digital Services
Scranton Public Library
500 Vine Street
Scranton, PA 18509
570-348-3000 ext. 3050
eda...@albright.org
pronouns: she/her/hers

Re: [OPEN-ILS-GENERAL] Missing Pieces Letter Trigger

[Elizabeth Davis]

Hi Debbie

Thanks, we are on 3.1.  It sounds like what’s happening to me. I didn’t think 
to look at the bugs because it worked when it was set at the consortium level.

We are update to 3.3 later this month so I will wait.

Thanks!
Elizabeth

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Deborah Luchenbill
Sent: Wednesday, August 14, 2019 3:58 PM
To: Evergreen Discussion Group 
Subject: Re: [OPEN-ILS-GENERAL] Missing Pieces Letter Trigger

Hi Elizabeth,

What version are you on?  It sounds like you might be hitting this bug, which 
was fixed with 3.0.10 and 3.1.4:   
https://bugs.launchpad.net/evergreen/+bug/1736269

Best,
Debbie

Debbie Luchenbill
Evergreen Coordinator
MOBIUS
111 E. Broadway, Ste. 220
Columbia, MO  65203
deb...@mobiusconsortium.org<mailto:debo...@mobiusconsortium.org>
573-234-4914
https://mobiusconsortium.org<http://mobiusconsortium.org>
Missouri Evergreen Help Desk: 
h...@mobiusconsortium.org<mailto:h...@mobiusconsortium.org> / 877-312-3517
http://libraries.missourievergreen.org<http://libraries.missourievergreen.org/>
Pronouns: She/Her/Hers


On Wed, Aug 14, 2019 at 2:52 PM Elizabeth Davis 
mailto:eda...@albright.org>> wrote:
Hello

I am looking to customize the text in the Missing Pieces Letter Trigger. I have 
the trigger cloned from my consortium level trigger. I have updated the owning 
library and the template text and have it enabled.  When I use it Evergreen 
will auto print the missing pieces slip, but then it stalls.  It doesn’t go to 
the apply penalties box and the screen with the letter preview doesn’t load.  I 
copied the missing pieces slip trigger and made it the same owning library as 
well.  It just sits on a blank page.

Am I missing another trigger that I need to adjust?

Elizabeth Davis
Head of Digital Services
Scranton Public Library
500 Vine Street
Scranton, PA 18509
570-348-3000 ext. 3050
eda...@albright.org<mailto:eda...@albright.org>
pronouns: she/her/hers

[OPEN-ILS-GENERAL] Missing Pieces Letter Trigger

[Elizabeth Davis]

Hello

I am looking to customize the text in the Missing Pieces Letter Trigger. I have 
the trigger cloned from my consortium level trigger. I have updated the owning 
library and the template text and have it enabled.  When I use it Evergreen 
will auto print the missing pieces slip, but then it stalls.  It doesn't go to 
the apply penalties box and the screen with the letter preview doesn't load.  I 
copied the missing pieces slip trigger and made it the same owning library as 
well.  It just sits on a blank page.

Am I missing another trigger that I need to adjust?

Elizabeth Davis
Head of Digital Services
Scranton Public Library
500 Vine Street
Scranton, PA 18509
570-348-3000 ext. 3050
eda...@albright.org
pronouns: she/her/hers

Re: [OPEN-ILS-GENERAL] Check Out Print Template

[Elizabeth Davis]

Hi Lindsay

Thanks so much. I had similar experiences and am glad I was on the right track. 
  We would love to use the juvenile flag for our libraries.

Sidenote- can anyone get the phone number to print on the checkout receipts?  I 
have the raffle slip auto populate the name and phone number and it’s not 
printing the phone number.

Elizabeth

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Lindsay Stratton
Sent: Friday, May 24, 2019 10:08 AM
To: Evergreen Discussion Group 
Subject: Re: [OPEN-ILS-GENERAL] Check Out Print Template

The problem is, apparently, that the juvenile field isn't available to the 
checkout receipt.

I successfully used the last family_name field (which is available) and it 
printed for my "Nybody" test user, but not for me,  "Stratton". Attempting 
"patron.juvenile == '[any variation on false]'" did not work.

Also an issue - using the ngIf form (as found in Angular documentation), vs the 
ng-if form (as used in EG templates). If ngIf is used, the block displays in 
the preview and prints regardless of the if condition. Using ng-if, the block 
does not display in the template preview, but prints according to the condition.

Enter our raffle!
Name:__
Contact:  
Drawing on Tuesday, June 4


This is a fun idea, and useful for a lot of things... I'm now wondering if 
there could be a way to use the slip or a tear-off block as a way to track 
books for summer reading

Lindsay Stratton
Library Automation Services Manager
Pioneer Library System
2557 State Rte 21
Canandaigua, NY 14424


________
From: "Elizabeth Davis" mailto:eda...@albright.org>>
To: "Evergreen Discussion Group" 
mailto:open-ils-general@list.georgialibraries.org>>
Sent: Thursday, May 23, 2019 10:07:29 AM
Subject: [OPEN-ILS-GENERAL] Check Out Print Template
Hello

Has anyone tried to use the ngIF directives in a Check Out Print Template?  I 
want to print a raffle entry form at the bottom of check out receipts, but only 
if the juvenile flag is false.

Any ideas or suggestions to test?

Thanks,
Elizabeth Davis
Head of Digital Services
Scranton Public Library
500 Vine Street
Scranton, PA 18509
570-348-3000 ext. 3050
eda...@albright.org<mailto:eda...@albright.org>
pronouns: she/her/hers

[OPEN-ILS-GENERAL] Check Out Print Template

[Elizabeth Davis]

Hello

Has anyone tried to use the ngIF directives in a Check Out Print Template?  I 
want to print a raffle entry form at the bottom of check out receipts, but only 
if the juvenile flag is false.

Any ideas or suggestions to test?

Thanks,
Elizabeth Davis
Head of Digital Services
Scranton Public Library
500 Vine Street
Scranton, PA 18509
570-348-3000 ext. 3050
eda...@albright.org
pronouns: she/her/hers

[OPEN-ILS-GENERAL] Webby and bluetooth receipt printers and scanners

[Elizabeth Davis]

Hello Everyone,

We are looking at bluetooth receipt printers and barcode scanners to use with 
Webby on iPads.  Does anyone have any suggested models?

Thank you,
Elizabeth

[OPEN-ILS-GENERAL] Barcodes on Patron Receipts

[Elizabeth Davis]

Hello

We have an upcoming reading club where we want to print patron barcodes on the 
bottom of check out receipts that we can scan later.   Has anyone done this or 
know if it is possible?

Thanks,
Elizabeth

[OPEN-ILS-GENERAL] Current Outstanding Fines/Lost

[Elizabeth Davis]

Hello Everyone,

Does anyone have a report template that looks at current outstanding fines and 
lost item costs?  I think I have it, but I wanted to double check with another 
report.   We want to look at fines and lost items that have not been paid for 
yet.

Thanks,

Elizabeth Davis
Head of Digital Services
Scranton Public Library
500 Vine Street
Scranton, PA 18509
570-348-3000 ext. 3050
eda...@albright.org

[OPEN-ILS-GENERAL] Mailing Label Printers

[Elizabeth Davis]

Hello,

Does anyone use a label printer for mailing patron registrations? I found the 
list of compatible printers, but was curious if anyone had success with a label 
printer and Webby.

Thank you,

Elizabeth Davis
Head of Digital Services
Scranton Public Library
500 Vine Street
Scranton, PA 18509
570-348-3000 ext. 3050
eda...@albright.org<mailto:eda...@albright.org>

Re: [OPEN-ILS-GENERAL] Bills Paid by Staff Login

[Elizabeth Davis]

Hi Mike

Thank you. This is explanation is helpful and clarifies why outputs are not 
what I’m expecting them to be.I’m looking to report on specific staff 
member actions at specific workstations so I will have to some more testing.


Elizabeth

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Mike 
Rylander
Sent: Tuesday, August 28, 2018 4:23 PM
To: Evergreen Discussion Group 
Subject: Re: [OPEN-ILS-GENERAL] Bills Paid by Staff Login

Hi Elizabeth,

The cash reports are focused on the workstation, not the staff member, and they 
include only cash, check and credit card payments made at a workstation.  The 
Brick-and-mortar source includes account adjustments, as well as forgive, 
credit (not credit card, but patron credit), work, and goods payments.  You may 
want to consider using the Payment: Desk source, which includes only the same 
payment types as the cash reports.

HTH,

--
Mike Rylander
 | Executive Director
 | Equinox Open Library Initiative
 | phone:  1-877-OPEN-ILS (673-6457)
 | email:  mi...@equinoxinitiative.org<mailto:mi...@equinoxinitiative.org>
 | web:  http://equinoxinitiative.org


On Tue, Aug 28, 2018 at 4:03 PM Elizabeth Davis 
mailto:eda...@albright.org>> wrote:
Hi Scott and Mike

I have been testing the Payments: Brick-and-mortar source and comparing it to 
the Cash Reports and the cash totals do not seem to be matching.  Is anyone 
familiar with this?


Elizabeth Davis
Head of Digital Services
Scranton Public Library
500 Vine Street
Scranton, PA 18509
570-348-3000 ext. 3050
eda...@albright.org<mailto:eda...@albright.org>



From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org<mailto:open-ils-general-boun...@list.georgialibraries.org>]
 On Behalf Of Mike Rylander
Sent: Tuesday, August 28, 2018 9:59 AM
To: Evergreen Discussion Group 
mailto:open-ils-general@list.georgialibraries.org>>
Subject: Re: [OPEN-ILS-GENERAL] Bills Paid by Staff Login

Hi Scott,

In addition to what Bill mentions, the Accepting Staff Member field of the 
"Payments: Brick-and-mortar" links to the staff user that was logged in at the 
workstation where the payment was accepted.  That can be used to report exactly 
on how much money a staff member took in.

HTH,

--
Mike Rylander
 | Executive Director
 | Equinox Open Library Initiative
 | phone:  1-877-OPEN-ILS (673-6457)
 | email:  mi...@equinoxinitiative.org<mailto:mi...@equinoxinitiative.org>
 | web:  http://equinoxinitiative.org


On Tue, Aug 28, 2018 at 8:14 AM Joan Kranich 
mailto:jkran...@cwmars.org>> wrote:
Hi Scott,

CW MARS has a few Payment report sources we use and one of our reports is by 
login.

Joan

On Tue, Aug 28, 2018 at 7:52 AM, Bill Ott mailto:b...@grpl.org>> 
wrote:

Check out: Administration > Local Administration > Cash Reports

That will give you daily summaries (or whatever days you select). If you're 
looking for more detail, then a custom report may be in order.


On 8/27/18 3:14 PM, scott.tho...@sparkpa.org<mailto:scott.tho...@sparkpa.org> 
wrote:
We just migrated a library that is very strict about reporting out revenue 
collected by individual staff members at the Circulation Desk. Their previous 
ILS was able to output bill payments by staff login, but there is apparently no 
reporting source for this in Evergreen. First of all, is there a reporting 
source for this in Evergreen that we just haven’t found? If not, has anyone 
found a workaround for this?

Thank you,
Scott

Scott Thomas
Executive Director
PaILS / SPARK
(717) 873-9461
scott.tho...@sparkpa.org<mailto:scott.tho...@sparkpa.org>
Stay informed! Join the SPARK-User Email List:
https://mail.palibrary.org/mailman/listinfo/spark-users
<http://www.palibrary.org/pails/>
 <http://www.palibrary.org/pails/>


<http://www.palibrary.org/pails/>
 <http://www.palibrary.org/pails/>
-- <http://www.palibrary.org/pails/>
​​<http://www.palibrary.org/pails/>
[https://lh5.googleusercontent.com/C1fNrKOLEXFs-jfAIXQIMqbKqVBCJrBceOenfgotAcJE6XtZ2ZeeTYFkyfir63-HfzjX6q5zhBQWiO5RZk2tYnWzJ1_rjAADAH4nCmiuhNJuoG8HZLq7MBW-pAU4R9ScKcCybdVO]<http://www.palibrary.org/pails/>


Joan Kranich | Member Services Supervisor<http://www.palibrary.org/pails/>

CW MARS<http://www.palibrary.org/pails/>

jkran...@cwmars.org<http://www.palibrary.org/pails/>

508-755-3323 x321 or x1<http://www.palibrary.org/pails/>

http://www.cwmars.org<http://www.palibrary.org/pails/>

 <http://www.palibrary.org/pails/>

Re: [OPEN-ILS-GENERAL] Bills Paid by Staff Login

[Elizabeth Davis]

Hi Scott and Mike

I have been testing the Payments: Brick-and-mortar source and comparing it to 
the Cash Reports and the cash totals do not seem to be matching.  Is anyone 
familiar with this?


Elizabeth Davis
Head of Digital Services
Scranton Public Library
500 Vine Street
Scranton, PA 18509
570-348-3000 ext. 3050
eda...@albright.org



From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Mike 
Rylander
Sent: Tuesday, August 28, 2018 9:59 AM
To: Evergreen Discussion Group 
Subject: Re: [OPEN-ILS-GENERAL] Bills Paid by Staff Login

Hi Scott,

In addition to what Bill mentions, the Accepting Staff Member field of the 
"Payments: Brick-and-mortar" links to the staff user that was logged in at the 
workstation where the payment was accepted.  That can be used to report exactly 
on how much money a staff member took in.

HTH,

--
Mike Rylander
 | Executive Director
 | Equinox Open Library Initiative
 | phone:  1-877-OPEN-ILS (673-6457)
 | email:  mi...@equinoxinitiative.org<mailto:mi...@equinoxinitiative.org>
 | web:  http://equinoxinitiative.org


On Tue, Aug 28, 2018 at 8:14 AM Joan Kranich 
mailto:jkran...@cwmars.org>> wrote:
Hi Scott,

CW MARS has a few Payment report sources we use and one of our reports is by 
login.

Joan

On Tue, Aug 28, 2018 at 7:52 AM, Bill Ott mailto:b...@grpl.org>> 
wrote:

Check out: Administration > Local Administration > Cash Reports

That will give you daily summaries (or whatever days you select). If you're 
looking for more detail, then a custom report may be in order.


On 8/27/18 3:14 PM, scott.tho...@sparkpa.org<mailto:scott.tho...@sparkpa.org> 
wrote:
We just migrated a library that is very strict about reporting out revenue 
collected by individual staff members at the Circulation Desk. Their previous 
ILS was able to output bill payments by staff login, but there is apparently no 
reporting source for this in Evergreen. First of all, is there a reporting 
source for this in Evergreen that we just haven’t found? If not, has anyone 
found a workaround for this?

Thank you,
Scott

Scott Thomas
Executive Director
PaILS / SPARK
(717) 873-9461
scott.tho...@sparkpa.org<mailto:scott.tho...@sparkpa.org>
Stay informed! Join the SPARK-User Email List:
https://mail.palibrary.org/mailman/listinfo/spark-users
[Description: Description: Training | SPARK –  Pennsylvania's 
Statewide Library System]<http://www.palibrary.org/pails/>




--
​​
[https://lh5.googleusercontent.com/C1fNrKOLEXFs-jfAIXQIMqbKqVBCJrBceOenfgotAcJE6XtZ2ZeeTYFkyfir63-HfzjX6q5zhBQWiO5RZk2tYnWzJ1_rjAADAH4nCmiuhNJuoG8HZLq7MBW-pAU4R9ScKcCybdVO]


Joan Kranich | Member Services Supervisor

CW MARS

jkran...@cwmars.org<mailto:jkran...@cwmars.org>

508-755-3323 x321 or x1

http://www.cwmars.org<http://www.cwmars.org/>

[OPEN-ILS-GENERAL] Hatch and Parallel Port Printers

[Elizabeth Davis]

Hello Everyone,

Has anyone tried to use Hatch with the EPSON TM-88 IV parallel port printer?  
We have a few of them at our front desk service points and we are having a hard 
time getting Hatch to work.  It does not list any printers even though there's 
several installed.  We've followed the Mobius and Georgia Pines documentation 
in addition to the official documentation with no luck.

Thank you

Elizabeth Davis
Head of Digital Services
Scranton Public Library
500 Vine Street
Scranton, PA 18509
570-348-3000 ext. 3050
eda...@albright.org

Re: [OPEN-ILS-GENERAL] online registration and mobile app

[Elizabeth Davis]

No problem, happy to help.

Elizabeth

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Shannon Midyett
Sent: Thursday, April 19, 2018 11:23 AM
To: Evergreen Discussion Group <open-ils-general@list.georgialibraries.org>
Subject: Re: [OPEN-ILS-GENERAL] online registration and mobile app

Thank, Elizabeth!  This is an excellent solution!!!

Shannon Midyett
Assistant Director

[logosignature]
Poplar Bluff Municipal Library
318 North Main Street | Poplar Bluff, MO 63901
e: shan...@poplarbluff.org<mailto:shan...@poplarbluff.org>
t: (573) 686 – 8639 | d: (573) 203 - 4676
website<http://poplarbluff.org/> | 
newsletter<http://poplarbluff.org/ots_issuu.html> | Annual 
Report<http://poplarbluff.org/annualreport.html> | Digital 
Library<http://poplarbluff.org/downloads.html>
[Inline image 1]<http://www.facebook.com/poplarbluffpubliclibrary>
​[Inline image 2]​<http://pbpl-genealogy.blogspot.com/>
​ ​
​
​
[Inline image 4]<http://pinterest.com/pbmld>​
[cid:image008.png@01D3D7DD.45409140]<http://instagram.com/poplarbluffmunicipallibrary>



Poplar Bluff Municipal Library District with its community partners provides and
promotes equal access to reading, information, cultural and intellectual 
resources.



On Thu, Apr 19, 2018 at 10:21 AM, Elizabeth Davis 
<eda...@albright.org<mailto:eda...@albright.org>> wrote:
Shannon

We use the mailing of the card as address confirmation.  If the mail is 
returned, we update the record.

Elizabeth

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org<mailto:open-ils-general-boun...@list.georgialibraries.org>]
 On Behalf Of Shannon Midyett
Sent: Thursday, April 19, 2018 11:15 AM
To: Evergreen Discussion Group 
<open-ils-general@list.georgialibraries.org<mailto:open-ils-general@list.georgialibraries.org>>
Subject: Re: [OPEN-ILS-GENERAL] online registration and mobile app

Elizabeth,

Do staff confirm address for patrons who receive cards via the online 
registration process?  If so, how do they accomplish this?

Thanks,
Shannon

Shannon Midyett
Assistant Director

[logosignature]
Poplar Bluff Municipal Library
318 North Main Street | Poplar Bluff, MO 
63901<https://maps.google.com/?q=318+North+Main+Street+%7C+Poplar+Bluff,+MO+63901=gmail=g>
e: shan...@poplarbluff.org<mailto:shan...@poplarbluff.org>
t: (573) 686 – 8639 | d: (573) 203 - 4676
website<http://poplarbluff.org/> | 
newsletter<http://poplarbluff.org/ots_issuu.html> | Annual 
Report<http://poplarbluff.org/annualreport.html> | Digital 
Library<http://poplarbluff.org/downloads.html>
[Inline image 1]<http://www.facebook.com/poplarbluffpubliclibrary>
​[Inline image 2]​<http://pbpl-genealogy.blogspot.com/>
​ ​
​
​
[Inline image 4]<http://pinterest.com/pbmld>​
[cid:image012.png@01D3D7DD.45409140]<http://instagram.com/poplarbluffmunicipallibrary>


Poplar Bluff Municipal Library District with its community partners provides and
promotes equal access to reading, information, cultural and intellectual 
resources.



On Wed, Apr 18, 2018 at 6:05 PM, Elizabeth Davis 
<eda...@albright.org<mailto:eda...@albright.org>> wrote:
We use the online registration form with a welcome email trigger.  When staff 
process online applications, new card holders get a welcome email with their 
card number so that they can start using online resources. The physical card 
arrives a few days later via snail mail.  It's not instant, but it's fairly 
quick.

Elizabeth Davis
Head of Digital Services
Scranton Public Library

From: Open-ils-general 
[open-ils-general-boun...@list.georgialibraries.org<mailto:open-ils-general-boun...@list.georgialibraries.org>]
 on behalf of Stroup, Meg 
[mstr...@statelibrary.sc.gov<mailto:mstr...@statelibrary.sc.gov>]
Sent: Wednesday, April 18, 2018 6:29 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] online registration and mobile app

>> We are interested in online registration that would allow patrons to use 
>> their accounts instantly to check out online resources. <<

It’s not quite instant, but the South Carolina State Library uses the online 
registration form<http://www.statelibrary.sc.gov/get-library-card> to allow 
almost-but-not-quite instant access to our electronic resources (includes 
things like ebrary and Safari collections).  That was the reason we chose to 
implement the remote registration:  to be able to grant access to users across 
the state as quickly and seamlessly as possible.  Circulation staff monitor the 
pending patrons screen and are able to approve users quickly.  These users 
could be routed into an internet-access permission group.

I’m not sure if that answers your question, but it’s a workflow that functions 
well for us.


Meg Stroup
SCLENDS Catalogi

Re: [OPEN-ILS-GENERAL] online registration and mobile app

[Elizabeth Davis]

Shannon

We use the mailing of the card as address confirmation.  If the mail is 
returned, we update the record.

Elizabeth

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Shannon Midyett
Sent: Thursday, April 19, 2018 11:15 AM
To: Evergreen Discussion Group <open-ils-general@list.georgialibraries.org>
Subject: Re: [OPEN-ILS-GENERAL] online registration and mobile app

Elizabeth,

Do staff confirm address for patrons who receive cards via the online 
registration process?  If so, how do they accomplish this?

Thanks,
Shannon

Shannon Midyett
Assistant Director

[logosignature]
Poplar Bluff Municipal Library
318 North Main Street | Poplar Bluff, MO 63901
e: shan...@poplarbluff.org<mailto:shan...@poplarbluff.org>
t: (573) 686 – 8639 | d: (573) 203 - 4676
website<http://poplarbluff.org/> | 
newsletter<http://poplarbluff.org/ots_issuu.html> | Annual 
Report<http://poplarbluff.org/annualreport.html> | Digital 
Library<http://poplarbluff.org/downloads.html>
[Inline image 1]<http://www.facebook.com/poplarbluffpubliclibrary>
​[Inline image 2]​<http://pbpl-genealogy.blogspot.com/>
​ ​
​
​
[Inline image 4]<http://pinterest.com/pbmld>​
[cid:image004.png@01D3D7D0.7FF728B0]<http://instagram.com/poplarbluffmunicipallibrary>



Poplar Bluff Municipal Library District with its community partners provides and
promotes equal access to reading, information, cultural and intellectual 
resources.



On Wed, Apr 18, 2018 at 6:05 PM, Elizabeth Davis 
<eda...@albright.org<mailto:eda...@albright.org>> wrote:
We use the online registration form with a welcome email trigger.  When staff 
process online applications, new card holders get a welcome email with their 
card number so that they can start using online resources. The physical card 
arrives a few days later via snail mail.  It's not instant, but it's fairly 
quick.

Elizabeth Davis
Head of Digital Services
Scranton Public Library

From: Open-ils-general 
[open-ils-general-boun...@list.georgialibraries.org<mailto:open-ils-general-boun...@list.georgialibraries.org>]
 on behalf of Stroup, Meg 
[mstr...@statelibrary.sc.gov<mailto:mstr...@statelibrary.sc.gov>]
Sent: Wednesday, April 18, 2018 6:29 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] online registration and mobile app

>> We are interested in online registration that would allow patrons to use 
>> their accounts instantly to check out online resources. <<

It’s not quite instant, but the South Carolina State Library uses the online 
registration form<http://www.statelibrary.sc.gov/get-library-card> to allow 
almost-but-not-quite instant access to our electronic resources (includes 
things like ebrary and Safari collections).  That was the reason we chose to 
implement the remote registration:  to be able to grant access to users across 
the state as quickly and seamlessly as possible.  Circulation staff monitor the 
pending patrons screen and are able to approve users quickly.  These users 
could be routed into an internet-access permission group.

I’m not sure if that answers your question, but it’s a workflow that functions 
well for us.


Meg Stroup
SCLENDS Cataloging Coordinator
1500 Senate Street, Columbia, SC 29201
(803) 737-7736 | 
mstr...@statelibrary.sc.gov<mailto:mstr...@statelibrary.sc.gov><mailto:mstr...@statelibrary.sc.gov<mailto:mstr...@statelibrary.sc.gov>>
[/Users/mstroup/Library/Containers/com.microsoft.Outlook/Data/Library/Caches/Signatures/signature_1568321086]<http://www.statelibrary.sc.gov/>
Innovation | Collaboration | Participation
From: Open-ils-general 
<open-ils-general-boun...@list.georgialibraries.org<mailto:open-ils-general-boun...@list.georgialibraries.org>>
 on behalf of Diane Disbro 
<ddis...@scenicregional.org<mailto:ddis...@scenicregional.org>>
Reply-To: Evergreen Discussion Group 
<open-ils-general@list.georgialibraries.org<mailto:open-ils-general@list.georgialibraries.org>>
Date: Wednesday, April 18, 2018 at 5:49 PM
To: Evergreen Discussion Group 
<open-ils-general@list.georgialibraries.org<mailto:open-ils-general@list.georgialibraries.org>>
Subject: [OPEN-ILS-GENERAL] online registration and mobile app

Good afternoon -

We are interested in online registration that would allow patrons to use their 
accounts instantly to check out online resources. Is that ever going to be 
possible with Evergreen?

We would also like to have a mobile app for our catalog. Will that be possible 
in the future?

Thank you.
Diane Disbro
Branch Manager/Circulation Coordinator
Union Branch
Scenic Regional Library
308 Hawthorne Drive
Union, MO 63084
(636) 583-3224
ddis...@scenicregional.org<mailto:ddis...@scenicregional.org><mailto:ddis...@scenicregional.org<mailto:ddis...@scenicregional.org>>

Re: [OPEN-ILS-GENERAL] online registration and mobile app

[Elizabeth Davis]

We use the online registration form with a welcome email trigger.  When staff 
process online applications, new card holders get a welcome email with their 
card number so that they can start using online resources. The physical card 
arrives a few days later via snail mail.  It's not instant, but it's fairly 
quick.  

Elizabeth Davis
Head of Digital Services
Scranton Public Library 

From: Open-ils-general [open-ils-general-boun...@list.georgialibraries.org] on 
behalf of Stroup, Meg [mstr...@statelibrary.sc.gov]
Sent: Wednesday, April 18, 2018 6:29 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] online registration and mobile app

>> We are interested in online registration that would allow patrons to use 
>> their accounts instantly to check out online resources. <<

It’s not quite instant, but the South Carolina State Library uses the online 
registration form<http://www.statelibrary.sc.gov/get-library-card> to allow 
almost-but-not-quite instant access to our electronic resources (includes 
things like ebrary and Safari collections).  That was the reason we chose to 
implement the remote registration:  to be able to grant access to users across 
the state as quickly and seamlessly as possible.  Circulation staff monitor the 
pending patrons screen and are able to approve users quickly.  These users 
could be routed into an internet-access permission group.

I’m not sure if that answers your question, but it’s a workflow that functions 
well for us.


Meg Stroup
SCLENDS Cataloging Coordinator
1500 Senate Street, Columbia, SC 29201
(803) 737-7736 | mstr...@statelibrary.sc.gov<mailto:mstr...@statelibrary.sc.gov>
[/Users/mstroup/Library/Containers/com.microsoft.Outlook/Data/Library/Caches/Signatures/signature_1568321086]<http://www.statelibrary.sc.gov/>
Innovation | Collaboration | Participation
From: Open-ils-general <open-ils-general-boun...@list.georgialibraries.org> on 
behalf of Diane Disbro <ddis...@scenicregional.org>
Reply-To: Evergreen Discussion Group 
<open-ils-general@list.georgialibraries.org>
Date: Wednesday, April 18, 2018 at 5:49 PM
To: Evergreen Discussion Group <open-ils-general@list.georgialibraries.org>
Subject: [OPEN-ILS-GENERAL] online registration and mobile app

Good afternoon -

We are interested in online registration that would allow patrons to use their 
accounts instantly to check out online resources. Is that ever going to be 
possible with Evergreen?

We would also like to have a mobile app for our catalog. Will that be possible 
in the future?

Thank you.
Diane Disbro
Branch Manager/Circulation Coordinator
Union Branch
Scenic Regional Library
308 Hawthorne Drive
Union, MO 63084
(636) 583-3224
ddis...@scenicregional.org<mailto:ddis...@scenicregional.org>

Re: [OPEN-ILS-GENERAL] Reports Question- Last Activity Date vs Record Last Update Time

[Elizabeth Davis]

Hi Lynn

Thank you very much!

Elizabeth

From: Open-ils-general [open-ils-general-boun...@list.georgialibraries.org] on 
behalf of Lynn Floyd [lfl...@andersonlibrary.org]
Sent: Friday, October 06, 2017 5:58 PM
To: 'Evergreen Discussion Group'
Subject: Re: [OPEN-ILS-GENERAL] Reports Question- Last Activity Date vs Record 
Last Update Time

No, they are not the same thing.

The Last Activity Date is when the last time the user logged into the OPAC or 
was verified by SIP. The Record Last Update time was the last time the record 
was updated via Edit.

Lynn Floyd
lfl...@andersonlibrary.org<mailto:lfl...@andersonlibrary.org>
Anderson County Library
Anderson, SC


From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Elizabeth Davis
Sent: Friday, October 06, 2017 2:53 PM
To: Evergreen Discussion Group <open-ils-general@list.georgialibraries.org>
Subject: [OPEN-ILS-GENERAL] Reports Question- Last Activity Date vs Record Last 
Update Time

Hello Everyone,

I had a question regarding the Last Activity Date that you see in a patron’s 
account vs the Record Last Update Time found in the ILS User source in the 
report builder.  Are they the same thing?  How do they populate?

Thanks!

Elizabeth Davis
Head of Digital Services
Scranton Public Library
500 Vine Street
Scranton, PA 18509
570-348-3000 ext. 3050
eda...@albright.org<mailto:eda...@albright.org>


Lynn Floyd
Head of Information Technology
Anderson County Library
Anderson, SC
lfl...@andersonlibrary.org

[OPEN-ILS-GENERAL] Reports Question- Last Activity Date vs Record Last Update Time

[Elizabeth Davis]

Hello Everyone,

I had a question regarding the Last Activity Date that you see in a patron's 
account vs the Record Last Update Time found in the ILS User source in the 
report builder.  Are they the same thing?  How do they populate?

Thanks!

Elizabeth Davis
Head of Digital Services
Scranton Public Library
500 Vine Street
Scranton, PA 18509
570-348-3000 ext. 3050
eda...@albright.org

Re: [OPEN-ILS-GENERAL] Renew Privilege

[Elizabeth Davis]

Hi Chris

Thank you very much!

Elizabeth

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Chris 
Sharp
Sent: Wednesday, April 19, 2017 1:32 PM
To: Evergreen Discussion Group <open-ils-general@list.georgialibraries.org>
Subject: Re: [OPEN-ILS-GENERAL] Renew Privilege

As far as I can tell, there's not a way to get that information from Evergreen 
reports.  You could do something like this to get a list of updated accounts 
from the previous day if you have direct access to the database server (which 
uses the auditor schema that tracks changes like that):

select u.id<http://u.id> as "User ID", aauh.expire_date as "Old Expire Date", 
u.expire_date as "New Expire Date" from auditor.actor_usr_history aauh join 
actor.usr u on (u.id<http://u.id> = aauh.id<http://aauh.id>) where 
date(aauh.audit_time) = date(now() - '1 day'::interval) and aauh.expire_date <> 
u.expire_date;
If you just want a count, just change the above to "select count(*) from...".
Hope that's helpful!
Chris


On Tue, Apr 18, 2017 at 1:27 PM, Carol Yarrison 
<cyarri...@biblio.org<mailto:cyarri...@biblio.org>> wrote:
I would also like this information.

Carol

On Tue, Apr 18, 2017 at 11:11 AM, Elizabeth Davis 
<eda...@albright.org<mailto:eda...@albright.org>> wrote:
Hello
Has anyone created a report counting how many users renewed their privilege in 
a time frame?
I was looking at the Action Trigger and User Activity Sources, but my 
investigating didn’t show any links to that information.

Thanks,

Elizabeth Davis
Head of Digital Services
Scranton Public Library
500 Vine Street
Scranton, PA 18509
570-348-3000 ext. 3050<tel:(570)%20348-3000>
eda...@albright.org<mailto:eda...@albright.org>




--
“What in the world would we do without our libraries?”
― Katharine 
Hepburn<http://www.goodreads.com/author/show/84099.Katharine_Hepburn>

Carol Yarrison
Help Desk Coordinator/Trainer
Bibliomation, Inc
24 Wooster Ave
Waterbury, CT
203-577-4070 x112<tel:(203)%20577-4070>



--
Chris Sharp
PINES System Administrator
Georgia Public Library Service
1800 Century Place, Suite 150
Atlanta, Georgia 30345
(404) 235-7147

[OPEN-ILS-GENERAL] Renew Privilege

[Elizabeth Davis]

Hello
Has anyone created a report counting how many users renewed their privilege in 
a time frame?
I was looking at the Action Trigger and User Activity Sources, but my 
investigating didn't show any links to that information.

Thanks,

Elizabeth Davis
Head of Digital Services
Scranton Public Library
500 Vine Street
Scranton, PA 18509
570-348-3000 ext. 3050
eda...@albright.org

Re: [OPEN-ILS-GENERAL] Welcome Email Trigger Question

[Elizabeth Davis]

Hello Terran,

Thank you, I was close!


Elizabeth

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Terran 
McCanna
Sent: Wednesday, January 25, 2017 10:53 AM
To: Evergreen Discussion Group <open-ils-general@list.georgialibraries.org>
Subject: Re: [OPEN-ILS-GENERAL] Welcome Email Trigger Question

Hi Elizabeth,
We just implemented this action trigger at PINES, and we are using:   [% 
user.card.barcode %]
I've put up a document that shows how we currently have ours set up if you want 
to see what we did:

https://docs.google.com/document/d/1LYJ2buEgBgwOB-SSzICStArvuGJgxWi_R2bGGdvt1zI/edit?usp=sharing

Terran

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

On Wed, Jan 25, 2017 at 10:30 AM, Elizabeth Davis 
<eda...@albright.org<mailto:eda...@albright.org>> wrote:
Hello Everyone,

We recently upgraded to 2.11 and we wanted to customize the Welcome Email 
Trigger.  I want to include the patron’s barcode in the email and was wondering 
if I could use the Receipt Template Macros in this trigger?

Thank you,

Elizabeth Davis
Head of Digital Services
Scranton Public Library
500 Vine Street
Scranton, PA 18509
570-348-3000 ext. 3050<tel:(570)%20348-3000>
eda...@albright.org<mailto:eda...@albright.org>

[OPEN-ILS-GENERAL] Welcome Email Trigger Question

[Elizabeth Davis]

Hello Everyone,

We recently upgraded to 2.11 and we wanted to customize the Welcome Email 
Trigger.  I want to include the patron's barcode in the email and was wondering 
if I could use the Receipt Template Macros in this trigger?

Thank you,

Elizabeth Davis
Head of Digital Services
Scranton Public Library
500 Vine Street
Scranton, PA 18509
570-348-3000 ext. 3050
eda...@albright.org

[OPEN-ILS-GENERAL] ILL and Purchase Requests

[Elizabeth Davis]

Hello Everyone,

How does everyone deal with ILL and Purchase Requests on their TPACs?  We have 
a form on our website with links in the catalog, but takes them away from the 
catalog and in many instances it's not desirable or disrupts their workflow.

Thanks!

Elizabeth Davis
Head of Digital Services
Scranton Public Library
500 Vine Street
Scranton, PA 18509
570-348-3000 ext. 3050
eda...@albright.org

Re: [OPEN-ILS-GENERAL] Reports

[Elizabeth Davis]

Thanks so much!

-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Justin 
Bryant
Sent: Tuesday, July 26, 2016 5:36 PM
To: Evergreen Discussion Group <open-ils-general@list.georgialibraries.org>
Subject: Re: [OPEN-ILS-GENERAL] Reports

I attached two screenshots, let me know if you need any more!

On 2016-07-26 4:25 pm, Elizabeth Davis wrote:
> Hello Justin,
> 
> I would love to see this template you are referring to.  Would you be 
> able to share it either via screenshots or a documentation of it?
> 
> Thanks!
> 
> Elizabeth Davis
> Head of Digital Services
> Scranton Public Library
> 500 Vine Street
> Scranton, PA 18509
> 570-348-3000 ext. 3050
> eda...@albright.org
> 
> 
> 
> -Original Message-
> From: Open-ils-general
> [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf 
> Of Justin Bryant
> Sent: Tuesday, July 26, 2016 2:11 PM
> To: Evergreen Discussion Group
> <open-ils-general@list.georgialibraries.org>
> Subject: Re: [OPEN-ILS-GENERAL] Reports
> 
> This isn't a complete solution, but maybe it'll put you closer.
> 
> If you go to SCLENDS shared folder, and Circulation, there's a report 
> template called "List of Patron Cancelled holds on Holds Shelf". This 
> report can be used to show items not on the Hold Shelf too. If you 
> clone the report and go to base filters, it has the 'Cause ID' as "6".
> If you can determine what number equals staff cancellation, you'll 
> have your report.  I've no idea which number that'd be tho'.
> 
> On 2016-07-26 11:15, Forrest, Stuart wrote:
>> Hi
>> 
>> Does anyone know of a report I can use to list all of the holds 
>> cancelled by staff in a certain period?
>> 
>> Thanks
>> 
>> Stuart
>> 
>> =
>> =
>> ==
>> 
>> 
>> Stuart Forrest PhD
>> 
>> Library Systems Specialist
>> 
>> Beaufort County Library
>> 
>> 843 255 6450
>> 
>> sforr...@bcgov.net
>> 
>> http://www.beaufortcountylibrary.org [1]
>> 
>> For Leisure, For Learning, For Life
>> 
>> 
>> 
>> Links:
>> --
>> [1] http://www.beaufortcountylibrary.org/

Re: [OPEN-ILS-GENERAL] Reports

[Elizabeth Davis]

Hello Justin, 

I would love to see this template you are referring to.  Would you be able to 
share it either via screenshots or a documentation of it? 

Thanks!

Elizabeth Davis
Head of Digital Services 
Scranton Public Library
500 Vine Street
Scranton, PA 18509
570-348-3000 ext. 3050
eda...@albright.org



-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Justin 
Bryant
Sent: Tuesday, July 26, 2016 2:11 PM
To: Evergreen Discussion Group <open-ils-general@list.georgialibraries.org>
Subject: Re: [OPEN-ILS-GENERAL] Reports

This isn't a complete solution, but maybe it'll put you closer.

If you go to SCLENDS shared folder, and Circulation, there's a report template 
called "List of Patron Cancelled holds on Holds Shelf". This report can be used 
to show items not on the Hold Shelf too. If you clone the report and go to base 
filters, it has the 'Cause ID' as "6". If you can determine what number equals 
staff cancellation, you'll have your report.  I've no idea which number that'd 
be tho'.

On 2016-07-26 11:15, Forrest, Stuart wrote:
> Hi
> 
> Does anyone know of a report I can use to list all of the holds 
> cancelled by staff in a certain period?
> 
> Thanks
> 
> Stuart
> 
> ==
> ==
> 
> 
> Stuart Forrest PhD
> 
> Library Systems Specialist
> 
> Beaufort County Library
> 
> 843 255 6450
> 
> sforr...@bcgov.net
> 
> http://www.beaufortcountylibrary.org [1]
> 
> For Leisure, For Learning, For Life
> 
> 
> 
> Links:
> --
> [1] http://www.beaufortcountylibrary.org/

Re: [OPEN-ILS-GENERAL] Open-ils-general Digest, Vol 121, Issue 21

[Elizabeth Davis]

Thanks Mina! I didn't think of that.  

-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Mina 
Edmondson
Sent: Thursday, July 14, 2016 6:31 PM
To: 'open-ils-general@list.georgialibraries.org' 

Subject: Re: [OPEN-ILS-GENERAL] Open-ils-general Digest, Vol 121, Issue 21

Elizabeth, York County has set up a Stat Cat for Inventory.

Mina C. Edmondson
District Consultant

717-849-6961- Office
717-916-0490- Cell

Instantly borrow free digital movies, music, and more, 24/7 with your library 
card and #hoopla.
New releases announced on our Facebook page.

Re: [OPEN-ILS-GENERAL] Receipt Template Question

[Elizabeth Davis]

Hi Brent

Thanks so much! That third option did the trick.

Elizabeth

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Brent 
Mills
Sent: Wednesday, May 04, 2016 1:17 PM
To: open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] Receipt Template Question


Hi Elizabeth,

There's a sum function that you can include in your receipt templates to add up 
the given macro/value for a total.

I don't believe there's a count function, or I haven't seen one for the receipt 
templates, at least.

You might be able to do something like one of these approaches:

For the "checkout" receipt template (line item bit is included within the  
tags you have):

Line Item: %copy_number%

Footer: You currently have  item(s) checked out 
from%LIBRARY%

That would depend on each of the "copy_number" fields being "1", and that field 
isn't a required entry... so it's probably not the best option.

I'd probably do something like:

Line Item: 1

Footer: You currently have  item(s) checked out 
from%LIBRARY%

So a barebones/complete example for line item/footer would be:

Line Item:


%title%
Author: %author%
Barcode: %barcode%
Due: %due_date%
Item Type: %circ_modifier%
1


Footer:

You currently have  item(s) checked out 
from%LIBRARY%
I'm not sure if there's any harm in hardcoding a "1" value for each line item, 
but that seems to work. I'll let others chime in.

Good luck!

-Brent
On 5/4/16 8:09 AM, Elizabeth Davis wrote:
Hello Everyone,

We had a request from a library that wants to have a total number of checked 
out items auto-populated on the bottom of their checkout receipts for their 
Summer Reading Club program.  I've got the template printing the list numbers, 
but can't seem to get it to total the number of items.

Any suggestions?

Thanks so much,

Elizabeth Davis
Head of Digital Services
Scranton Public Library
500 Vine Street
Scranton, PA 18509
570-348-3000 ext. 3050
eda...@albright.org<mailto:eda...@albright.org>




--

Brent Mills

Systems Librarian | Sage Library System

email: br...@hoodriverlibrary.org<mailto:br...@hoodriverlibrary.org>

tickets: sagelib.org/support

phone: 541.610.8384

[OPEN-ILS-GENERAL] Receipt Template Question

[Elizabeth Davis]

Hello Everyone,

We had a request from a library that wants to have a total number of checked 
out items auto-populated on the bottom of their checkout receipts for their 
Summer Reading Club program.  I've got the template printing the list numbers, 
but can't seem to get it to total the number of items.

Any suggestions?

Thanks so much,

Elizabeth Davis
Head of Digital Services
Scranton Public Library
500 Vine Street
Scranton, PA 18509
570-348-3000 ext. 3050
eda...@albright.org

[OPEN-ILS-GENERAL] Reports Question

[Elizabeth Davis]

Hello,

I had a question regarding building a report template for our TPAC fine 
payments for our business manager.  She would like a report that shows what 
amounts are paid via the TPAC for lost or overdue items by owning library.   We 
use Paypal PayFlow, but that only gives her the grand total.  Does anyone have 
a template that they would be willing to share or suggestions on which 
reporting source I should use?

Thank you very much,


Elizabeth Davis
Digital Services Librarian
Scranton Public Library
500 Vine Street
Scranton, PA 18509
570-348-3000 ext. 3050
eda...@albright.org

[OPEN-ILS-GENERAL] TPAC Question

[Elizabeth Davis]

Hello Everyone, 

I was curious if anyone has customized the text on the 'zero_search_hits_main' 
page of the TPAC.  I'd like to put in a link to how to contact us when patrons 
get an empty search.  It seems simple enough, but wanted to make sure it was 
possible. 

Thanks, 

Elizabeth Davis
Digital Services Librarian
Scranton Public Library
500 Vine Street
Scranton, PA 18509
570-348-3000 ext. 3050
eda...@albright.org

[OPEN-ILS-GENERAL] Reports Question

[Elizabeth Davis]

Hello,

I'm fairly new to Evergreen and I'm trying to create a report template for our 
libraries to run based on holds.   We need a list of books that have over 30 or 
more holds.  When I run the report based on the template I created, I'm getting 
the consortium wide titles that have 30 or more holds when I just want a few 
specific libraries.

I was filtering by
Hold ID Count
Requesting and even tried Owning Library
On the Holds Copy Map Source

Am I missing something or does someone have a template to share?

Elizabeth Davis
Digital Services Librarian
Scranton Public Library
500 Vine Street
Scranton, PA 18509
570-348-3000 ext. 3050
eda...@albright.org

[OPEN-ILS-GENERAL] Modifing Reports

[Elizabeth Davis]

Hello Everyone,

I set up a series of Reports to run for some libraries in our system and now 
they have new staff and I need to update the report with the new email 
addresses.  We're operating on 2.6.3 and so I have to recreate the reports to 
include the new staff member.  Is that different in newer updates or on 
someone's development list?  Or am I missing something in the version we have?

Thanks!

Elizabeth Davis
Digital Services Librarian
Scranton Public Library
500 Vine Street
Scranton, PA 18509
570-348-3000 ext. 3050
570-955-7589
eda...@albright.org

Re: [OPEN-ILS-GENERAL] Modifing Reports

[Elizabeth Davis]

Thanks Elizabeth and Kathy! I’m excited to see this when we upgrade.We have 
a few email lists, but most reports are limited to one person, but it might 
worthwhile to look into for future reports.

Elizabeth

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Elizabeth Thomsen
Sent: Wednesday, June 10, 2015 4:02 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Modifing Reports

The new feature is great for this, but another option to consider is using 
group e-mail rather than individual e-mail addresses in reports.  For example, 
if there is an e-mail address that goes to the library's reference staff, put 
that address in the report, the e-mail will always go to the right people no 
matter who joins or leaves the staff.

On Wed, Jun 10, 2015 at 3:46 PM, Kathy Lussier 
kluss...@masslnc.orgmailto:kluss...@masslnc.org wrote:
Hi Elizabeth,

There is a new feature in 2.7 that will allow you to edit reports. More info on 
this feature are available in the release notes at 
http://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_7.html#_administration

Kathy

On 06/10/2015 03:27 PM, Elizabeth Davis wrote:
Hello Everyone,

I set up a series of Reports to run for some libraries in our system and now 
they have new staff and I need to update the report with the new email 
addresses.  We’re operating on 2.6.3 and so I have to recreate the reports to 
include the new staff member.  Is that different in newer updates or on 
someone’s development list?  Or am I missing something in the version we have?

Thanks!

Elizabeth Davis
Digital Services Librarian
Scranton Public Library
500 Vine Street
Scranton, PA 18509
570-348-3000 ext. 3050tel:570-348-3000%20ext.%203050
570-955-7589tel:570-955-7589
eda...@albright.orgmailto:eda...@albright.org



--

Kathy Lussier

Project Coordinator

Massachusetts Library Network Cooperative

(508) 343-0128tel:%28508%29%20343-0128

kluss...@masslnc.orgmailto:kluss...@masslnc.org

Twitter: http://www.twitter.com/kmlussier



--
Elizabeth B. Thomsen
Member Services Manager
NOBLE: North of Boston Library Exchange
Danvers, Mass.
www.noblenet.orghttp://www.noblenet.org

[OPEN-ILS-GENERAL] Login Form Box

[Elizabeth Davis]

Hello Everyone,

I recently saw some discussion of the OPAC Search box form and found that to be 
very helpful.  I was curious if anyone uses My Account login forms on their 
website with Evergreen.  With our current ILS, users can enter their user ids 
and pins on our webpage and it will log them in as the OPAC loads.  We would 
like to continue to use that when we migrate this spring.

[cid:image003.jpg@01D03F8F.B7D64310].

Thank you,

Elizabeth Davis
Digital Services Librarian
Scranton Public Library
500 Vine Street
Scranton, PA 18509
570-348-3000 ext. 3050
570-955-7589
eda...@albright.org

Re: [OPEN-ILS-GENERAL] Login Form Box

[Elizabeth Davis]

Hello,

Thanks so much Lynn.

Elizabeth

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Ruth 
Frasur
Sent: Tuesday, February 03, 2015 11:25 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Login Form Box

Thanks Lynn :-)

On Tue, Feb 3, 2015 at 10:59 AM, Lynn Floyd 
lfl...@andersonlibrary.orgmailto:lfl...@andersonlibrary.org wrote:
Here is a basic Web form for this.

h1Log in to Your Account/h1
Please enter the following information:
form method=POST action=https://catalog.yourdomain.com/eg/opac/login;
Library Card Number or Username
input type=text id=username_field name=username autofocus=
PIN Number or Password
input id=password_field name=password type=password
input type=hidden name=redirect_to 
value=https://catalog.yourdomain.com/eg/opac/myopac/main;
input type=submit value=Log in alt=Log in class=opac-button
/form

Lynn Floyd
lfl...@andersonlibrary.orgmailto:lfl...@andersonlibrary.org
Anderson County Library
864-260-4500 x181tel:864-260-4500%20x181
http://www.andersonlibrary.orghttp://www.andersonlibrary.org/


From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.orgmailto:open-ils-general-boun...@list.georgialibraries.org]
 On Behalf Of Ruth Frasur
Sent: Tuesday, February 03, 2015 10:05 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Login Form Box

I don't know the answer to this, but I'm interested.

On Tue, Feb 3, 2015 at 8:59 AM, Elizabeth Davis 
eda...@albright.orgmailto:eda...@albright.org wrote:
Hello Everyone,

I recently saw some discussion of the OPAC Search box form and found that to be 
very helpful.  I was curious if anyone uses My Account login forms on their 
website with Evergreen.  With our current ILS, users can enter their user ids 
and pins on our webpage and it will log them in as the OPAC loads.  We would 
like to continue to use that when we migrate this spring.

[cid:image001.jpg@01D03FB1.80512FF0].

Thank you,

Elizabeth Davis
Digital Services Librarian
Scranton Public Library
500 Vine Street
Scranton, PA 18509
570-348-3000 ext. 3050tel:570-348-3000%20ext.%203050
570-955-7589tel:570-955-7589
eda...@albright.orgmailto:eda...@albright.org




--
Ruth Frasur
Director of the Historic(ally Awesome) Hagerstown - Jefferson Township Library
10 W. College Street in Hagerstown, Indiana (47346)
p (765) 489-5632tel:%28765%29%20489-5632; f (765) 
489-5808tel:%28765%29%20489-5808

Our Kickin' Websitehttp://hagerstownlibrary.org  Our Rockin' Facebook 
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Our Kickin' Websitehttp://hagerstownlibrary.org  Our Rockin' Facebook 
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Re: [OPEN-ILS-GENERAL] FW: OneClickdigital and ILS integration

[Elizabeth Davis]

Jeff, 

Thanks for the welcome! 

This sounds like something with great promise.  I'll be interested to see how 
it works out. 

Elizabeth 

-Original Message-
From: open-ils-general-boun...@list.georgialibraries.org 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Jeff 
Davis
Sent: Wednesday, October 15, 2014 5:49 PM
To: open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] FW: OneClickdigital and ILS integration

On Tue, 14 Oct 2014 20:43:56 +, Elizabeth Davis eda...@albright.org wrote:
 I'm new member to the list and was curious if anyone else is 
 interested in the OneClickDigital integration.  We have both OverDrive 
 and OneClickDigital and I think it would be great for users to be able 
 to download straight from the OPAC.

On a related note, a contractor for Sitka has written code to make use of 
OverDrive's APIs in the Evergreen OPAC:

http://git.sitka.bclibraries.ca/gitweb/?p=sitka/overdrive-evergreen-opac.git;a=summary

Please note that this is NOT ready to use yet (among other things, there are 
some hardcoded Sitka-specific URLs).  We are currently reviewing and testing 
the code; I had been planning to do some cleanup over the next couple of weeks 
before inviting others to try it out.

If Evergreen developers like the look of it, maybe this can also serve as a 
basis for OneClickDigital integration?  It's not currently set up to work with 
multiple ebook/audiobook vendors, but there will naturally be some shared 
functionality between OverDrive and OneClickDigital, and it would make sense 
for the OPAC to reuse the same code for both.

Jeff

P.S. Welcome to the Evergreen community, Elizabeth!

[OPEN-ILS-GENERAL] FW: OneClickdigital and ILS integration

[Elizabeth Davis]

Hello,

I'm new member to the list and was curious if anyone else is interested in the 
OneClickDigital integration.  We have both OverDrive and OneClickDigital and I 
think it would be great for users to be able to download straight from the OPAC.

Thanks so much,


Elizabeth Davis
Digital Services Librarian
Scranton Public Library
500 Vine Street
Scranton, PA 18509
570-348-3000 ext. 3050
eda...@albright.org



From: supp...@oneclickdigital.com [mailto:supp...@oneclickdigital.com]
Sent: Friday, October 10, 2014 3:36 PM
To: OneClickdigital
Subject: OneClickdigital and ILS integration
Importance: High


Dear OneClickdigital Customer,

In our continued effort to make sure we provide a high quality user experience 
for OneClickdigital, we have released a suite of APIs so that your ILS provider 
can integrate OneClickdigital with your catalog.  The ability to incorporate 
OneClickdigital authentication, check out and title discovery from within your 
catalog, are all now available to ILS providers.

At this point it is up to your ILS provider to take the next step and integrate 
OneClickdigital for a better user experience for your patrons. The more that 
ILS providers hear from their customers about your desire to have 
OneClickdigital integrated, the faster it will happen.

Please take a moment to reach out to your ILS provider and ask them to 
integrate OneClickdigital.  The more libraries make this request, the quicker 
it will be available.  Below is a link to the press release about our API 
Suite, as well as a sample letter that you can send to your ILS provider.

https://www.recordedbooks.com/press/OneClickdigital_APIs.pdf

Template Letter to your ILS 
providerhttp://www.keepandshare.com/doc/7368939/letter-to-ils-provider-docx-14k?da=y

Thank you for continuing to support OneClickdigital and please let me know if 
you have any questions.



Jeff Metz

National Product Manager

jm...@recordedbooks.commailto:jm...@recordedbooks.com