Re: [OPEN-ILS-GENERAL] Student Success Working Group meeting
Hi Jane, Thank you for scheduling the call. I look forward to it! Joan On Fri, Jan 10, 2020 at 9:47 PM Jane Sandberg wrote: > Hi colleagues, > > The next Evergreen Student Success Working Group will be 11am Pacific > / 12pm Mountain / 1pm Central / 2pm Eastern on 21 January, 2020. > > Here's a quick agenda; please feel free to add to it: > > https://wiki.evergreen-ils.org/doku.php?id=student_success_working_group:agenda_2020-01-21 > > Student Success Working Group meetings are open to everybody, and have > a particular focus on libraries that serve students at the primary, > secondary, and post-secondary levels. > > Connection information is available in the agenda. > > Looking forward to it! > >-Jane > > -- > Jane Sandberg > Electronic Resources Librarian > Linn-Benton Community College > sand...@linnbenton.edu / 541-917-4655 > Pronouns: she/her/hers > -- Joan Kranich | Library Applications Manager CW MARS jkran...@cwmars.org 508-755-3323 x321 or x1 <(508)%20755-3323> http://www.cwmars.org
[OPEN-ILS-GENERAL] eCard and Geolocation
Hi, We are discussing issuing eCards to patrons and considering the best method for verifying the patron's address. If you are using some sort of geolocation process I would appreciate hearing about your experience. Thanks. Joan -- Joan Kranich | Library Applications Manager CW MARS jkran...@cwmars.org 508-755-3323 x321 or x1 <(508)%20755-3323> http://www.cwmars.org
Re: [OPEN-ILS-GENERAL] New core committers named
Great news! Congratulations Jane and Jason and thank you for your work. Joan On Wed, Apr 24, 2019 at 11:49 PM Blake Henderson wrote: > Congrats Jane and Jason! > > On Wed, Apr 24, 2019, 1:09 PM Galen Charlton > wrote: > >> Hi, >> >> I am pleased to announce that the Evergreen core committers have chosen >> to add two more people to their ranks: Jane Sandberg and Jason Boyer. >> >> Jane Sandberg works for the Linn-Benton Community College and has been >> active in the Evergreen community since 2015, contributing to DIG and most >> recently taking ownership of the booking module and spearheading its >> conversion to Angular. Jason Boyer works for the Indiana State Library, >> supporting Evergreen Indiana, and has been active for years testing and >> writing patches. >> >> Please join me in congratulating them. >> >> Regards, >> >> Galen >> -- >> Galen Charlton >> Implementation and Services Manager >> Equinox Open Library Initiative >> phone: 1-877-OPEN-ILS (673-6457) >> email: g...@equinoxinitiative.org >> web: https://equinoxInitiative.org >> direct: +1 770-709-5581 >> cell: +1 404-984-4366 >> > -- Joan Kranich | Library Applications Manager CW MARS jkran...@cwmars.org 508-755-3323 x321 or x1 <(508)%20755-3323> http://www.cwmars.org
Re: [OPEN-ILS-GENERAL] Bills Paid by Staff Login
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 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 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 > > Stay informed! Join the SPARK-User Email List: > > https://mail.palibrary.org/mailman/listinfo/spark-users > > [image: Description: Description: Training | SPARK – Pennsylvania's > Statewide Library System] <http://www.palibrary.org/pails/> > > > > -- Joan Kranich | Member Services Supervisor CW MARS jkran...@cwmars.org 508-755-3323 x321 or x1 <(508)%20755-3323> http://www.cwmars.org
Re: [OPEN-ILS-GENERAL] For Conference Presenters: Send me your slides (please!)
Geoff, Thank you for sharing the development. I like the plan for auto renewals. Do we expect this development is a particular release? Joan On Thu, May 3, 2018 at 3:21 PM, Geoff Sams <gs...@roanoketexas.com> wrote: > While I didn’t present this specific document for my auto-renewal > lightning talk, I figured it would be best to post the specification anyway > for those that are interested: > > https://yeti.esilibrary.com/dev/public/techspecs/auto-renewal.pdf > > > > Thanks, > > Geoff Sams > > Library Manager > > Roanoke Public Library > > > > *From:* Open-ils-general <open-ils-general-bounces@ > list.georgialibraries.org> *On Behalf Of *Terran McCanna > *Sent:* Monday, April 30, 2018 5:39 PM > *To:* Group, Evergreen <open-ils-general@list.georgialibraries.org> > *Subject:* [OPEN-ILS-GENERAL] For Conference Presenters: Send me your > slides (please!) > > > > If you are presenting at this year's Evergreen conference, please send me > your slides/handouts/docs over the next week or so and I will add them all > to the conference web site. > > Thank you! > > > > Terran McCanna > PINES Program Manager > Georgia Public Library Service > 1800 Century Place, Suite 150 > <https://maps.google.com/?q=1800+Century+Place,+Suite+150++%0D%0AAtlanta,+GA+30345=gmail=g> > Atlanta, GA 30345 > 404-235-7138 > tmcca...@georgialibraries.org > -- Joan Kranich | Member Services Supervisor CW MARS jkran...@cwmars.org 508-755-3323 x321 or x1 <(508)%20755-3323> http://www.cwmars.org
Re: [OPEN-ILS-GENERAL] Receipts for 3.0
Hi Lynn, We just found the problem with the transit list template last week. Our testing on release 3.0.3 shows the same results as you report. Joan On Fri, Feb 16, 2018 at 4:12 PM, Lynn Floyd <lfl...@andersonlibrary.org> wrote: > I am working on our Receipts in preparation to go to 3.0.3. Found an > anomaly. > > > > The Transit Lists do not print at all. In the preview nothing is listed > either. Just wondering if anyone else is seeing this. I looked for a bug > report but did not see one. > > > > > > > > > > > > Lynn Floyd > > lfl...@andersonlibrary.org > > Anderson County Library > > Anderson, SC > > > > > > Lynn Floyd > Head of Information Technology > Anderson County Library > Anderson, SC > lfl...@andersonlibrary.org > -- Joan Kranich | Member Services Supervisor CW MARS jkran...@cwmars.org 508-755-3323 x321 or x1 <(508)%20755-3323> http://www.cwmars.org
Re: [OPEN-ILS-GENERAL] Adding patron info to checkout receipts - quick poll
Thanks Jason. This is very helpful information. Some of our libraries also use the 'you saved...' details. Joan On Tue, Jan 23, 2018 at 3:49 PM, Boyer, Jason A <jbo...@library.in.gov> wrote: > Those may be there already because of the way circs are added; they're > just not spelled out in the comments on the template. > > Try these out in the tag that has the rest of the item information: > checkout.author, checkout.copy.price, and checkout.renewal_remaining (no > 's') > > Almost every field from action.circulation (checkout.circ.*), asset.copy > (checkout.copy.*), and asset.call_number (checkout.call_number.*) is > available along with checkout.title and checkout.author on each circ; > they're just not mentioned in the template. There's currently nothing from > the actor.usr table though, which is what I'm adding now. > > Jason > > -- > Jason Boyer > MIS Supervisor > Indiana State Library > http://library.in.gov/ > > > > -Original Message- > > From: Open-ils-general [mailto:open-ils-general- > > boun...@list.georgialibraries.org] On Behalf Of Tina Ji > > Sent: Tuesday, January 23, 2018 3:32 PM > > To: Evergreen Discussion Group <open-ils-general@list. > georgialibraries.org> > > Subject: Re: [OPEN-ILS-GENERAL] Adding patron info to checkout receipts - > > quick poll > > > > This is an EXTERNAL email. Exercise caution. DO NOT open > attachments or > > click links from unknown senders or unexpected email. > > > > > > We need item price. Some of our libraries sum up the price of checked > > out items and print a you-saved-so-much note. > > > > I also think Author and Remaining_renewal may be helpful. > > > > Thank you! > > > > > > > > Quoting "Boyer, Jason A" <jbo...@library.in.gov>: > > > > > I'm basically done with > > > https://bugs.launchpad.net/evergreen/+bug/1737540 but before making > > > a potential privacy faux-pas or leaving out anything potentially > > > useful I wanted to get some opinions. (My hope is that no library > > > uses the whole prefix, first, middle, last, suffix anywhere, but > > > prefix + last, just first, or first +middle initial might be useful) > > > > > > Here's what I'm planning to add to a patron object in checkout > receipts: > > > > > > prefix > > > first_given_name > > > second_given_name > > > family_name > > > suffix > > > barcode > > > money_summary.total_owed > > > money_summary.total_paid > > > money_summary.balance_owed > > > expire_date (can be used with ng-show to give a little reminder that > > > your account will expire soon) > > > alias > > > has_email (a boolean for use with ng-show; "Have you signed up for > > > our newsletters?" or "Have an email? Add it to your account to get > > > notifications about your holds!" etc.) > > > has_phone (same) > > > > > > I'm duplicating the patron_money information because there's no need > > > for a separate patron and patron_money objects. In the interest of > > > not breaking existing templates the patron_money object would still > > > be in place; just not mentioned anywhere. I considered usrname but > > > couldn't see a use case. > > > > > > Are there any strong opinions about adding more fields or removing > > > some of these? I figure it's better to knock this out all at once > > > rather than poking at it repeatedly with tiny changes. > > > > > > Jason > > > > > > -- > > > Jason Boyer > > > MIS Supervisor > > > Indiana State Library > > > http://library.in.gov/ > > > > > > -- > > Tina Ji > > 1-888-848-9250 ext 1014 > > Support Specialist > > BC Libraries Co-operative > > > > -- Joan Kranich C/W MARS Member Services jkran...@cwmars.org 508-755-3323 ext. 321 or ext. 1
Re: [OPEN-ILS-GENERAL] Web based staff client Go-Live documentation
Thank you for sharing! Joan On Wed, Dec 13, 2017 at 12:42 PM, Blake Henderson < bl...@mobiusconsortium.org> wrote: > All, > > Thought we should share. This documentation is what we used to "kick > start" everyone in Missouri Evergreen using the web based staff client. > > http://libraries.missourievergreen.org/content/staff-client- > troubleshooting > > -- > -Blake- > Conducting Magic > MOBIUS > > -- Joan Kranich C/W MARS Member Services jkran...@cwmars.org 508-755-3323 ext. 321 or ext. 1
Re: [OPEN-ILS-GENERAL] Items not on Reserve being held for a patron
Hi, I've also been told that when adding a local/custom Copy Status it should be added with a high number ID. As development occurs it may include a new Copy Status and may assign an ID number used for a local Copy Status. Others with more experience can provide guidance on that. Joan On Fri, May 19, 2017 at 8:55 AM, Morgan, Michele <mmor...@noblenet.org> wrote: > Hi Dawn, > > One more thing worth mentioning. Evergreen allows you to create additional > statuses, so you could consider creating the statuses you mentioned above > for that purpose. > > I would echo what Joan said, though, that it's preferable to place a hold > for the patron. That way the system does the work of keeping track of the > item. Also, you'll have the benefit of tracking this type of service in > your filled holds statistics. > > Hope this helps, > Michele > > -- > Michele M. Morgan, Technical Support Analyst > North of Boston Library Exchange, Danvers Massachusetts > mmor...@noblenet.org > > > On Fri, May 19, 2017 at 8:38 AM, Dawn Fritz <dfr...@bapl.org> wrote: > >> Thank you all for the insight and definitions! >> >> Dawn >> >> On Fri, May 19, 2017 at 8:01 AM, Kathy Lussier <kluss...@masslnc.org> >> wrote: >> >>> Hi Dawn, >>> >>> I also wanted to provide some explanation on the use for the reserves >>> statuses you mentioned. >>> >>> The reserves status is something that is used for academic course >>> reserves. >>> >>> On reservation shelf is something that's used in conjunction with the >>> booking module. It's basically the 'on the holds' shelf equivalent for >>> items that are booked for a specific time period. >>> >>> I hope this helps! >>> >>> Kathy >>> >>> On 05/19/2017 07:28 AM, Joan Kranich wrote: >>> >>> Hi Dawn, >>> >>> Our libraries do not change the status of the item when a patron asks >>> for the item to be set aside for them. Most of our libraries place a Hold >>> for the patron, check in the item, and place it on the Holds Shelf. >>> >>> Joan >>> >>> On Thu, May 18, 2017 at 3:00 PM, Dawn Fritz <dfr...@bapl.org> wrote: >>> >>>> Hi, >>>> >>>> We will be moving from Sierra to Evergreen this October. Presently, >>>> when a patron asks us to put an item which is on the shelf aside for them, >>>> we change the item status to "Main Lib hold", "Branch 1 hold" or "Branch 2 >>>> hold". These statuses reflect our 3 branches and help in searches for the >>>> items. There is no fee charged to the patron for this service. When we >>>> check the item out to the patron, the system prompts us to clear the hold >>>> status. >>>> >>>> I see in Evergreen that there are 2 statuses which contain the word >>>> "Reserve". Does anyone use these for held items which don't have the "On >>>> Holds shelf" designation? Also, does anyone have a way to show which branch >>>> has the item? >>>> >>>> Thanks, >>>> >>>> Dawn Fritz - Circulation Manager >>>> Bethlehem Area Public Library >>>> Bethlehem Pa >>>> >>>> >>> >>> >>> -- >>> Joan Kranich >>> C/W MARS Member Services >>> jkran...@cwmars.org >>> 508-755-3323 ext. 321 <(508)%20755-3323> or ext. 1 >>> >>> >>> -- >>> Kathy Lussier >>> Project Coordinator >>> Massachusetts Library Network Cooperative(508) 343-0128kluss...@masslnc.org >>> Twitter: http://www.twitter.com/kmlussier >>> >>> >> > -- Joan Kranich C/W MARS Member Services jkran...@cwmars.org 508-755-3323 ext. 321 or ext. 1
Re: [OPEN-ILS-GENERAL] Items not on Reserve being held for a patron
Hi Dawn, Our libraries do not change the status of the item when a patron asks for the item to be set aside for them. Most of our libraries place a Hold for the patron, check in the item, and place it on the Holds Shelf. Joan On Thu, May 18, 2017 at 3:00 PM, Dawn Fritz <dfr...@bapl.org> wrote: > Hi, > > We will be moving from Sierra to Evergreen this October. Presently, when a > patron asks us to put an item which is on the shelf aside for them, we > change the item status to "Main Lib hold", "Branch 1 hold" or "Branch 2 > hold". These statuses reflect our 3 branches and help in searches for the > items. There is no fee charged to the patron for this service. When we > check the item out to the patron, the system prompts us to clear the hold > status. > > I see in Evergreen that there are 2 statuses which contain the word > "Reserve". Does anyone use these for held items which don't have the "On > Holds shelf" designation? Also, does anyone have a way to show which branch > has the item? > > Thanks, > > Dawn Fritz - Circulation Manager > Bethlehem Area Public Library > Bethlehem Pa > > -- Joan Kranich C/W MARS Member Services jkran...@cwmars.org 508-755-3323 ext. 321 or ext. 1
[OPEN-ILS-GENERAL] Evergreen Self Check
Hi, I have a few problems with using the Evergreen self check that I haven't been able to solve. 1. Often times after checking out when I click Logout the tracking bar just hangs and nothing prints. I have enabled pop-ups and set my receipt printer as the default. The library has open hours entered in the org unit. The computer will print to the printer. It's just a problem after checking out items in the self check. This is more of a problem in Firefox than Chrome. 2. Using Firefox if I assign workstation then when I try to log in with the staff login I get Login Failed. If I do not assign a workstation the login works. https://[hostname]/eg/circ/selfcheck/main?ws=[workstation name] [hostname] is my server and I do enter a real workstation name at the end. Testing today was on 2.10.5. A library experiencing these problems is using 2.9.5. Thank you for any tips. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org 508-755-3323 ext. 321 or ext. 1
Re: [OPEN-ILS-GENERAL] Copy Count Display
Thanks Kathy. I'm glad it made sense. It is a real workflow problem for some of our libraries. Joan Joan Kranich Member Services Supervisor C/W MARS, Inc. 508-755-3323, ext. 321 or ext. 1 From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Kathy Lussier Sent: Tuesday, August 23, 2016 8:59 AM To: open-ils-general@list.georgialibraries.org Subject: Re: [OPEN-ILS-GENERAL] Copy Count Display Ah, ok! It looks like I was wrong in my earlier e-mail. The preferred library does show in the counts, and I see what you're saying. The non-visible copies display in the counts if the branch is the search library or for parents of the search library. However, when the count is for the preferred library, you are correct that it's not displaying non-visible copies, which is inconsistent with the other counts. I would consider this to be a bug. I don't see an existing one in Launchpad, so I think we'll need to file on. Kathy On 08/23/2016 08:44 AM, Joan Kranich wrote: Hi Kathy, Thank you for your quick response. Yes, I want to see the count for the preferred library or basically the library that I am logged in as. It's the line: 1 of 1 copy available at Pepperell Lawrence Library. I'll try to explain it better. I am logged into the client as Pepperell (Pepperell Lawrence Library). My Search Preferences are set for Default Search Library C/W MARS and Preferred Library Pepperell. The Search All CWMARS screenshot attached shows Invisible which is owned by Pepperell and has a status of Available. The search was done for all C/W MARS. The copy count shows this item in the count of 1 of 1 copy available at Pepperell Lawrence Library. The second screenshot, Betrayed (2007), is a search of all C/W MARS and a copy count does not display for Pepperell. Pepperell owns a copy and it has a status of Damaged which is not set to be OPAC visible. The third screenshot, Betrayed, is a search scoped to Pepperell and the copy count shows the damaged item in the Pepperell copy count. I would like the damaged item to also show in the copy count when searching all C/W MARS. It seems to be the Copy Status setting of not OPAC Visible that is preventing the display of the damaged item in the copy count. Items with other statuses that are not status Available but are OPAC Visible such as our status Walk In Loan do display in the Pepperell (library) copy count when searched as all C/W MARS. Thanks for your help. Joan Joan Kranich Member Services Supervisor C/W MARS, Inc. 508-755-3323, ext. 321 or ext. 1 From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Kathy Lussier Sent: Monday, August 22, 2016 2:55 PM To: open-ils-general@list.georgialibraries.org<mailto:open-ils-general@list.georgialibraries.org> Subject: Re: [OPEN-ILS-GENERAL] Copy Count Display Hi Joan, My understanding is that the OPAC invisible copies should be included in the copy counts in the client. I just did a brief test and found that Lost copies were part of the copy count in the client, even though it wasn't in the public catalog. However, from reading your question, it sounds like it's really related to showing counts for an OU that is a child of the search OU. In your example, then, if the user is searching Pepperell, they would see the count for the Pepperell Lawrence Library, whether that count happens to include OPAC visible items or not. The quick answer is that you currently can't do that, but I could see this being a Wishlist bug in Launchpad. I think it would need to consider the user's preferred library. If there are many children for your search org unit, the catalog would need to know which branch's copy count to display. I could see something that shows the copy count for the user's preferred library if it is a child of the search org unit. Also adding a note that those copies should already be displaying at the top of the list of holdings. Kathy On 08/22/2016 01:47 PM, Joan Kranich wrote: Hello, We have some of our copy statuses such as Lost set to not be visible is the public OPAC. The copies are visible in the client. However on the title search results screen the copies are not included in the copy count display for the library if the search is done at the system/consortia level, for example the 0 of 1 count available at the Library. If searched at the library level the 0 of 1 count available displays as shown below. [cid:image001.jpg@01D1FD1D.EE01A860] Is it possible to have the copy count display for the library when searched at the system level for copies with statuses that are set invisible? For staff this is helpful. Thanks. Joan Joan Kranich Member Services Supervisor C/W MARS, Inc. 508-755-3323, ext. 321 or ext. 1 -- Kathy Lussier Project Coordinator Massachusetts Library Network Cooperative (508) 343-0128 kluss...@masslnc.org<mailto:kluss...@masslnc.org> T
[OPEN-ILS-GENERAL] Copy Count Display
Hello, We have some of our copy statuses such as Lost set to not be visible is the public OPAC. The copies are visible in the client. However on the title search results screen the copies are not included in the copy count display for the library if the search is done at the system/consortia level, for example the 0 of 1 count available at the Library. If searched at the library level the 0 of 1 count available displays as shown below. [cid:image003.jpg@01D1FC7B.09C41F40] Is it possible to have the copy count display for the library when searched at the system level for copies with statuses that are set invisible? For staff this is helpful. Thanks. Joan Joan Kranich Member Services Supervisor C/W MARS, Inc. 508-755-3323, ext. 321 or ext. 1
Re: [OPEN-ILS-GENERAL] Holds Go Home
Hi Josh, Thank you for this helpful information and clear explanation. Especially clarifying how the timeframe works for an item that has not circulated in a long time. I appreciate it. It seems if the goal is to bring home the item sooner than later the htime might be best. Joan Joan Kranich Member Services Supervisor C/W MARS, Inc. 508-755-3323, ext. 321 or ext. 1 From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Josh Stompro Sent: Monday, August 8, 2016 3:04 PM To: Evergreen Discussion Group <open-ils-general@list.georgialibraries.org> Subject: Re: [OPEN-ILS-GENERAL] Holds Go Home Hello Joan, The techref for Holds-go-home says the following http://git.evergreen-ils.org/?p=Evergreen.git;a=blob;f=docs/TechRef/Circ/holds-go-home.txt;hb=HEAD 7 A copy prefers to fulfill a hold near its home when: 8 9 - The last event for a copy was NOT at home *and* ... 10 - The copy has not circulated from home within the defined period *and* ... 11 - The copy has neither departed from home by transit nor arrived at home 12 by transit within the defined period. 13 It looks like it is the checkout time/circulation.xact_start that is used as the circ time. The code in master is at http://git.evergreen-ils.org/?p=working/Evergreen.git;a=blob;f=Open-ILS/src/perlmods/lib/OpenILS/Application/Storage/Publisher/action.pm;hb=HEAD#l405 But that is for the shtime sort item. “Traditional with Holds-go-home” uses the htime item for its first sort. 90 _htime_ is a simpler version of the same, with all reference to transits 91 removed, considering only circulations. This means events become thin 92 circulations, the "Did a transit bring copy home..." step in the flow chart 93 goes away, etc. etc. So neither of the options you gave is correct if I’m interpreting it correctly. It only counts time from the last checkout at home and doesn’t consider transits. So if an item sits on the shelf for 2 months after being returned, and then goes to another location to fill a hold, it will always try to come home after that hold is filled since it will be over 2 months since it was last checked out at home. If you switched to the shtime sort, it would take transits into consideration. Josh Stompro - LARL IT Director From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Joan Kranich Sent: Monday, August 08, 2016 11:30 AM To: 'Evergreen Discussion Group' Subject: [OPEN-ILS-GENERAL] Holds Go Home Hi, We use the Library Setting Best-hold selection sort order and set it for Traditional with Holds-go-home. We have set the Max foreign-circulation time to 2 months and it appears to work well. Does anyone know if the max foreign circulation time begins when the item is set in transit to another library or when the item is checked out at the other (nonowning) library? Here’s the description in the system: Max foreign-circulation time Time a copy can spend circulating away from its circ lib before returning there to fill a hold (if one exists there) And from the Evergreen documentation: The Holds-go-home and Holds-always-go-home options allow libraries to determine how long they want to allow items to transit outside of the item’s home library, before it must return to its home library to fulfill any holds that are to be picked up there. Libraries can set this time limit in the library setting Holds: Max foreign-circulation time. The Library Settings Editor can be found under Admin → Local Administration → Library Settings Editor. Thanks. Joan Joan Kranich Member Services Supervisor C/W MARS, Inc. 508-755-3323, ext. 321 or ext. 1
Re: [OPEN-ILS-GENERAL] Hold settings
Thanks Michele. I never noticed the display of the holdability flags in Item Status. Joan Joan Kranich Member Services Supervisor C/W MARS, Inc. 508-755-3323, ext. 321 or ext. 1 From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Morgan, Michele Sent: Tuesday, August 2, 2016 10:02 AM To: Evergreen Discussion Group <open-ils-general@list.georgialibraries.org> Subject: Re: [OPEN-ILS-GENERAL] Hold settings Hi Don, In addition to the Copy Location Joan mentioned, another field that can affect holdability is the Copy Status field. In the Alternate View in Item Status, if you hover over the Copy Location and Status fields with the mouse pointer, you will see a pop-up that shows how the holdability flags are set for those fields. Hope this helps, Michele -- Michele M. Morgan, Technical Assistant North of Boston Library Exchange, Danvers Massachusetts mmor...@noblenet.org<mailto:mmor...@noblenet.org> On Tue, Aug 2, 2016 at 9:41 AM, Joan Kranich <jkran...@cwmars.org<mailto:jkran...@cwmars.org>> wrote: Hi Don, Is the Copy Location of this item Holdable? Joan Joan Kranich Member Services Supervisor C/W MARS, Inc. 508-755-3323, ext. 321<tel:508-755-3323%2C%20ext.%20321> or ext. 1 From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org<mailto:open-ils-general-boun...@list.georgialibraries.org>] On Behalf Of Donald Butterworth Sent: Tuesday, August 2, 2016 8:17 AM To: Evergreen Discussion Group <open-ils-general@list.georgialibraries.org<mailto:open-ils-general@list.georgialibraries.org>> Subject: [OPEN-ILS-GENERAL] Hold settings Hi All, In the "Holdable?" category in the Copy Editor, the value is "Yes", but in the "Holdable" column on the Record Summary screen, the value is "Not holdable". Could someone please tell us what check box we have failed to check? Don -- Don Butterworth Collection Management Librarian / Faculty Associate B.L. Fisher Library Asbury Theological Seminary don.butterwo...@asburyseminary.edu<mailto:don.butterwo...@asburyseminary.edu> (859) 858-2227<tel:%28859%29%20858-2227>
Re: [OPEN-ILS-GENERAL] Hold settings
Hi Don, Is the Copy Location of this item Holdable? Joan Joan Kranich Member Services Supervisor C/W MARS, Inc. 508-755-3323, ext. 321 or ext. 1 From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Donald Butterworth Sent: Tuesday, August 2, 2016 8:17 AM To: Evergreen Discussion Group <open-ils-general@list.georgialibraries.org> Subject: [OPEN-ILS-GENERAL] Hold settings Hi All, In the "Holdable?" category in the Copy Editor, the value is "Yes", but in the "Holdable" column on the Record Summary screen, the value is "Not holdable". Could someone please tell us what check box we have failed to check? Don -- Don Butterworth Collection Management Librarian / Faculty Associate B.L. Fisher Library Asbury Theological Seminary don.butterwo...@asburyseminary.edu<mailto:don.butterwo...@asburyseminary.edu> (859) 858-2227
Re: [OPEN-ILS-GENERAL] Question on Patron Hold Limit
Hi, C/W MARS has a consortium wide limit of 20 Holds. The 20 Holds includes frozen Holds. We set this in the Hold Policies as described in Jordan’s email. Joan Joan Kranich Member Services Supervisor C/W MARS, Inc. 508-755-3323, ext. 321 or ext. 1 From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Aubrey Area Library Sent: Wednesday, June 22, 2016 12:23 PM To: Evergreen Discussion Group <open-ils-general@list.georgialibraries.org> Subject: Re: [OPEN-ILS-GENERAL] Question on Patron Hold Limit Hello Amy, I have never set one consortium wide but I imagine it is no different that setting one for an individual library. What you are looking for is located in Admin-->Local Admin-->Hold Policies. You can limit the total number of requests placed. I looked over the settings and I believe it treats all requests (title/copy/volume) the same. As for you patrons who already have items requested that exceed your proposed limit I believe that it will still requesting those 30 items but they will not be able to request additional items until their number of requests get below 5 or whatever your new limit is. I hope this helps and anyone correct me if I am wrong. Thanks, Jordan Aubrey Area Library On Wed, Jun 22, 2016 at 10:47 AM, Amy Terlaga <terl...@biblio.org<mailto:terl...@biblio.org>> wrote: Hi all-- We here at Bibliomation *think* there is a way in Evergreen to set consortially a limit on the total number of hold requests that can be placed for patrons. For instance, we're thinking of restricting it to 5 total at one time for all patrons. Has anyone on the list limited the number of total requests? Can it be done for just title requests? What happens to those patrons that already have, say, 30 requests, and we put this into place? Do they have to wait until their requests get down to 4 before another one will go through? Any information provided on this feature would be greatly appreciated. Since we're not even sure if this feature exists, we have no idea how to set it. Thanks! Amy -- +=+=+=+=+=+=+=+=+=+=+=+=+=+=+=+ Amy Terlaga Director of Member Services Bibliomation, Inc. 24 Wooster Avenue Waterbury, CT 06708 (203)577-4070 x101<tel:%28203%29577-4070%20x101> terl...@biblio.org<mailto:terl...@biblio.org> -- If you need further assistance, please contact the library at 940-365-9162 or send a reply email. Thank You, The Library Staff 226 Countryside Dr., Aubrey, TX 76227
Re: [OPEN-ILS-GENERAL] Should we schedule another IRC practice time?
Hi, IRC was new to me and I have found it to work well and I think it is easy to participate. Joan Joan Kranich Member Services Supervisor C/W MARS, Inc. 508-755-3323, ext. 321 or ext. 1 From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Rogan Hamby Sent: Tuesday, May 10, 2016 8:53 AM To: Evergreen Discussion Group <open-ils-general@list.georgialibraries.org> Subject: Re: [OPEN-ILS-GENERAL] Should we schedule another IRC practice time? I think an additional factor is that a lot of participants like IRC. I know that some folks find face to face communication more natural and nuanced but I think there is a population that is very comfortable with and prefers textual. This isn't to dismiss the value of face to face but just to point out that I think a group opinion will vary a lot based on who is in the group. It is possible that IRC isn't the defacto just because of some kind of inertia but the commonality of personalities over time who prefer it. For my part there are times I think we would get more accomplished in face to face meetings but I tend to prefer IRC for many purposes and like textual interfaces. On Tue, May 10, 2016 at 8:24 AM, scott.tho...@sparkpa.org<mailto:scott.tho...@sparkpa.org> <scott.tho...@sparkpa.org<mailto:scott.tho...@sparkpa.org>> wrote: Thank you, everyone, for your responses. Regarding the cost of another solution, I am sure, if all of the larger consortia contributed, we could come up with something. Having said that, the other reasons everyone gave for using IRC are indeed compelling. Who hasn’t been burned by a Java download when trying to access an on-line meeting? I can’t say I am thrilled. I’d be happy if I never had to see another command prompt in any context and was disappointed that I missed the recent documentation meeting because I could not get IRC to work, but I will avail myself of any practice sessions, and I may yet learn to love IRC. This is all new to me. Thank you again. Scott From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org<mailto:open-ils-general-boun...@list.georgialibraries.org>] On Behalf Of Holly Brennan Sent: Monday, May 09, 2016 2:06 PM To: Evergreen Discussion Group <open-ils-general@list.georgialibraries.org<mailto:open-ils-general@list.georgialibraries.org>> Subject: Re: [OPEN-ILS-GENERAL] Should we schedule another IRC practice time? I’ll chime in, too, as a relative newcomer - IRC was completely new to me three years ago, but I found it easy to learn the more “advanced” ins-and-outs (because there’s really nothing to learn when all you want to do is ask a question) . I like being able to hop on using any browser or program I want, with nothing to install, anytime I’ve needed to. Sadly, I cannot say the same for any of the fancier meeting platforms. Most webinars I’ve used on these platforms require 15 minutes at the beginning of the session to explain how to chat/alert/etc, and there is usually someone who can’t connect to one or more parts. I have found myself in those situations, and I consider myself quite tech-savvy. I love the simplicity (and yes, antiquity) of the IRC interface! (And there are many other benefits, as already stated) -Holly Holly Brennan Technology Specialist Homer Public Library hbren...@cityofhomer-ak.gov<mailto:hbren...@cityofhomer-ak.gov> 907-435-3154 (direct) 907-235-3180 (main desk) From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Chris Sharp Sent: Monday, May 9, 2016 9:46 AM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Should we schedule another IRC practice time? A couple of pro-IRC points to consider as well: - conversations are publicly logged and web-searchable - despite the apparent intimidation factor for new users (mitigated by sessions like Yamil so generously offers), it's a low point of entry - can accommodate hundreds (or thousands) of users who can participate in real time, making meetings truly public (the most I've seen teleconferencing software accommodate is maybe 15, increasing costs for whoever is hosting the meeting) I'm open to individual committees or the Evergreen Oversight Board occasionally using conference software for a more face-to-face feel, but I hope we will continue using IRC for most community business for the above reasons (and the ones Ben mentioned). Just my two cents, Chris On Mon, May 9, 2016 at 1:28 PM, Ben Shum <b...@evergreener.net<mailto:b...@evergreener.net>> wrote: It's a reasonable question and one we should continue to evaluate over time. One reason we did not always like products like gotomeeting, etc. was cost. While community volunteers could grant access to their organizations resources, the community itself never decided to spend money on platforms. Freenode IRC is free to use. Another r
[OPEN-ILS-GENERAL] Employment Opportunity C/W MARS
Hi, C/W MARS in Worcester, Massachusetts has a job opening. C/W MARS Job: Library Applications Associate II (Circulation Services) Full/Part Time: Full Time Duties/ Description: C/W MARS, Inc., a library consortium made up of over 140 libraries in Central and Western Massachusetts, is seeking a Library Applications Associate II to provide technical support and training for the Integrated Library System (Evergreen) and other applications. This position responds to calls and emails, creates and runs custom reports, processes parameter and selected system changes, and assists libraries with troubleshooting circulation and resource sharing application issues. The schedule for this position is 10am-6pm, Monday through Friday with some local travel. Essential Duties & Responsibilities 1. Provides general support both onsite and remotely for the integrated library system (ILS) with a specialization in circulation and resource sharing. 2. Creates specific library reports as requested. 3. Performs record updates. 4. Creates SQL database queries. 5. Plans, prepares, and creates documentation for libraries on Evergreen circulation and resource sharing programs. 6. Assists in maintaining extensive library parameter files. 7. Plans, prepares, and facilitates training and discussion sessions for member libraries. 8. Performs testing on ILS and associated functions. 9. Performs other tasks consistent with level of responsibility. Qualifications: 1. Four year college degree or equivalent. 2. Minimum of two years relevant job experience. 3. Knowledge of office productivity and presentation software such as Microsoft Office (Word, Excel, Powerpoint, and Access) and Windows operating systems. 4. Knowledge of database reporting software and SQL. 5. Customer service experience and the ability to communicate effectively with others. 6. Ability to work as a team in a busy support center with demonstrated ability to organize and prioritize multiple, competing tasks and demands. 7. Ability to work independently. 8. Previous library experience desirable. Salary: starting salary $40,500, dependent upon qualifications and experience, great benefits Closing Date: open until filled Send: Send resume and cover letter by email to res...@cwmars.org or mail to C/W MARS, 67 Millbrook St., Suite 201, Worcester, MA 01606 Resumes will be accepted until position is filled. Interviews will begin March 1st. Joan Kranich C/W MARS Member Services jkran...@cwmars.org<mailto:jkran...@cwmars.org> 508-755-3323 ext. 21
Re: [OPEN-ILS-GENERAL] Hourly circulation of items
Hi, At C/W MARS along with reserve items at academic libraries we have many public libraries set with hourly loans for items such as laptops and tablets. I create an hourly circulation policy based on Circulation Modifier and usually with an hourly fine and maximum fine. I have not found a good way to notify staff that the hourly loan is due or overdue. For some libraries Holds are allowed with the Hold policy Transit Range set to fill Holds only to be picked up at the owning library. The items do not transit. In our setup Transit Range is set to Library but this will depend on how your org units are set. Aside for hourly loans, I'll mention that we also have two org units in a physical building. I use the Library Setting Suppress Non-Hold Transits Group to prevent the checkins from going in transit within the same building. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org 508-755-3323 ext. 21 -Original Message- From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Yamil Suarez Sent: Thursday, January 14, 2016 12:39 PM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Hourly circulation of items Carol, We use hourly circulation for "class reserve" materials as well as for laptop chargers, which should only go out for 2 hours and cannot be renewed or placed on hold. Here are more or less the steps that we took to create this rule with ESI's guidance... 1) We created a circ duration rule for the hourly period, in our case 2 hours with 0 renewals. With the short/normal/extended values set to 2 hours. 2) We created a new circulation modifier for the items that will circulate for two hours, though this may be optional depending on your set up. We called ours "rbook" for reserve books. 3) We created a new org unit to own our reserve collection, in essence a library within our main library that share the same physical space/st address. I forget the details now, but I believe this was done so that the we could have overdue notices send out at an hourly interval for reserve items that live in the reserve OU. I believe if we did not create that reserve OU then our overdue notices would only run once a day (as the main library OU needed), as opposed to hourly. Then again, I may be remembering things incorrectly. 4) Finally we created a circ policy that referred to the "rbooks" circ mo and the reserve OU and assigned a circ duration of 2 hours. I also from the circ policy set a 1 hour grace period. I hope this makes sense, and I wonder how others have solved the same request. One thing I don't like is that we have two OUs living inside of a physical library. Therefore I have to keep circ machines set up for the both OUs to avoid having items being put on transit all the time. Good luck, Yamil On Thu, Jan 14, 2016 at 12:35 PM, Carol Yarrison <cyarri...@biblio.org> wrote: > Hi all, we have a new library in our consortium who would like to > circulate items reserved for projects and chargers for iPad/iPhone on an > hourly basis. > Do any of you have such a circulatoin policy and how do you handle it? > > Thanks in advance, > > Carol > > -- > “What in the world would we do without our libraries?” > ― Katharine Hepburn > > Carol Yarrison > Help Desk Coordinator/Trainer > Bibliomation, Inc > 24 Wooster Ave > Waterbury, CT > 203-577-4070 x112 -- Yamil Suarez, MCS Library System Administrator/Developer Stan Getz Library Berklee College of Music 1140 Boylston St Boston, MA 02215 ysua...@berklee.edu 617-747-2617
Re: [OPEN-ILS-GENERAL] Patrons can't place holds on Parts
Thanks Dan and Michele for this helpful information. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org<mailto:jkran...@cwmars.org> 508-755-3323 ext. 21 From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Dan Wells Sent: Tuesday, January 12, 2016 9:22 AM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Patrons can't place holds on Parts Michele, thanks for bringing this up. There are two related but functionality distinct options for blocking holds on available items, and they each work at different levels. ctx.holds_block.enabled is a setting in the TPAC config.tt2 file. If this is true, the “Place Hold” link is hidden whenever there are available copies. This is the option which is not yet (I don’t think) parts aware, and it may be difficult to work out a good way to do it seamlessly. There is also, as Michele points out, an org unit level setting called “Has Local Copy Block”. This does not control when the “Place Hold” link appears (it will always be visible in this scenario), but it does block the actual request if a local copy is available. If one can educate users that the appearance of the “Place Hold” link does not indicate that a hold can actually be placed, then this is a workable alternative. Dan Daniel Wells Library Programmer/Analyst Hekman Library, Calvin College 616.526.7133 From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Morgan, Michele Sent: Monday, January 11, 2016 3:00 PM To: Evergreen Discussion Group <open-ils-general@list.georgialibraries.org<mailto:open-ils-general@list.georgialibraries.org>> Subject: Re: [OPEN-ILS-GENERAL] Patrons can't place holds on Parts Hi, Placing part holds on checked out items is working fine on our 2.9 system. The Place Hold button is visible and we are able to place a part level hold on a checked out item without a problem. The library in question has the setting "Has Local Copy Block" set to True. If we attempt a part level hold where the copy is available, the hold fails with this message: Hold was not successfully placed There is already a copy available at your local library. If we attempt a part level hold where the copy is checked out, the hold is placed successfully. Could something else be causing the Place Hold link on the record not to show? Hope this is helpful, Michele -- Michele M. Morgan, Technical Assistant North of Boston Library Exchange, Danvers Massachusetts mmor...@noblenet.org<mailto:mmor...@noblenet.org> On Mon, Jan 11, 2016 at 9:27 AM, Dan Wells <d...@calvin.edu<mailto:d...@calvin.edu>> wrote: Hello Rosie, I think you are right in that this scenario (block holds when available, allow holds for unavailable parts) is not supported by the current code. Unfortunately, I think getting it supported also won’t be especially simple, especially from the UI side. It’s simple to check if every copy is out, but in this case we’d need to know if any particular part is totally out, so that’s the first hurdle. Maybe some of those pieces are in place, I didn’t check. After that, you would then need to decide how to present the place hold links / screen. How do you make it clear (along with the underlying reasons) that the patron can only place a hold on a certain part? It seems inherently confusing for a holds screen to be partially offered, so we’d need to be careful there. I do think this is missing functionality we should ultimately support, so please just take this as some thoughts about what you might be up against. Please open up a bug (if there isn’t one), and if you do tackle this, please share back what you did to get it where you needed it to be. Sincerely, Dan Daniel Wells Library Programmer/Analyst Hekman Library, Calvin College 616.526.7133 From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org<mailto:open-ils-general-boun...@list.georgialibraries.org>] On Behalf Of Rosemary Le Faive Sent: Friday, January 08, 2016 12:45 PM To: open-ils-general@list.georgialibraries.org<mailto:open-ils-general@list.georgialibraries.org> Subject: [OPEN-ILS-GENERAL] Patrons can't place holds on Parts Hi, We're trying to implement Monograph Parts so that patrons can place holds on specific volumes that are out. But the "Place hold" link isn't showing up! I'm wondering if I'm missing something in the configuration, or if I need to customize the template. The case in question: of four volumes/parts in a record, two are available and two are checked out. All are in a holdable location. If I set ctx.holds_block.enabled = 'false' then the Place Hold link shows up, and holds can be placed on the checked-out parts. But then the Place Hold link shows up even where it shouldn't (since we don't allow holds on available copies!) I'm afraid i have to hack the template here
Re: [OPEN-ILS-GENERAL] Farewell and good luck!
Hi Ben, I remember visiting Bibliomation in the early days of moving to Evergreen and you were so helpful as you continued to be in the following years. Thank you! Best to you in the future and with your new job. Joan Kranich, C/W MARS From: Open-ils-general [open-ils-general-boun...@list.georgialibraries.org] on behalf of Ben Shum [b...@evergreener.net] Sent: Thursday, January 07, 2016 5:28 PM To: Evergreen Discussion Group Subject: [OPEN-ILS-GENERAL] Farewell and good luck! My fellow Evergreeners, So some news has already circulated regarding my upcoming change of employment. I will soon be working for Praxair and leaving Bibliomation with my last day being January 12, 2016, next week. Related to that, I will be resigning my position on the Evergreen Oversight Board with Yamil Suarez taking over as the new Chair. It has been my privilege to have learned and worked alongside so many of you in this adventure. A special thank you to many of you who have left me kind words already; they are all heartfelt and truly appreciated. I hope to see more awesome things continue to happen for this community in the days to come. Feel free to drop me a line at my new (old) address b...@evergreener.net. I'll be subscribed using that email from now on. Cheers and best of luck, -- Ben Shum
Re: [OPEN-ILS-GENERAL] Windows 10
That’s great news Steve. Thanks. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org<mailto:jkran...@cwmars.org> 508-755-3323 ext. 21 From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Steve Callender Sent: Friday, October 2, 2015 8:47 AM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Windows 10 I've been using Windows 10 for the last month or so, both staff client and OPAC on numerous releases from 2.3 to 2.9 and I'm yet to have any issue with it. It's been great for me so far. Steve On Fri, Oct 2, 2015 at 8:04 AM, Joan Kranich <jkran...@cwmars.org<mailto:jkran...@cwmars.org>> wrote: Hi Ben, I thought maybe I should be more detailed about Evergreen. I mean the client and also the public OPAC. Thank you for letting me know the client is working fine so far with Windows 10. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org<mailto:jkran...@cwmars.org> 508-755-3323 ext. 21<tel:508-755-3323%20ext.%2021> -Original Message- From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org<mailto:open-ils-general-boun...@list.georgialibraries.org>] On Behalf Of Ben Shum Sent: Friday, October 2, 2015 7:31 AM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Windows 10 Hi Joan, Assuming that you mean the Evergreen staff client, then yes, I have used it on Windows 10 and so far no issues have occurred for me and it seems fine. -- Ben On Fri, Oct 2, 2015 at 7:26 AM, Joan Kranich <jkran...@cwmars.org<mailto:jkran...@cwmars.org>> wrote: > Hi, > > > > Is anyone running Evergreen on Windows 10? If you are can you tell me > if you have found problems or have found Evergreen is fine with > Windows 10? We are on Evergreen release 2.7 moving to 2.8 next week. > > > > Thanks. > > > > Joan > > > > Joan Kranich > > C/W MARS Member Services > > jkran...@cwmars.org<mailto:jkran...@cwmars.org> > > 508-755-3323 ext. 21<tel:508-755-3323%20ext.%2021> > > -- Benjamin Shum Evergreen Systems Manager Bibliomation, Inc. 24 Wooster Ave. Waterbury, CT 06708 203-577-4070, ext. 113<tel:203-577-4070%2C%20ext.%20113>
Re: [OPEN-ILS-GENERAL] Soft Stalling - PINES hold white-paper
Thank you for sharing the diagram and thank you for the correction. I was trying to understand the Item Status part. I appreciate the clarification. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org 508-755-3323 ext. 21 -Original Message- From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Jason Etheridge Sent: Wednesday, September 9, 2015 10:52 AM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Soft Stalling - PINES hold white-paper > Note that the diagram has "" around "checked-in" because there are > several actions that can trigger opportunistic capture such as checking items > status, etc. Quick correction, scanning an item through Item Status won't op-capture for holds, though you can fire off the check-in action from there. I think the quotes are from items not having to be checked out. -- Jason Etheridge | Community and Migration Manager | Equinox Software, Inc. / The Open Source Experts | phone: 1-877-OPEN-ILS (673-6457) | email: ja...@esilibrary.com | web: http://www.esilibrary.com
Re: [OPEN-ILS-GENERAL] Soft Stalling
Hi Elaine, I looked over the documents you shared and they are very helpful especially as we make decisions about using hold stalling. Thank you for sending them. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org<mailto:jkran...@cwmars.org> 508-755-3323 ext. 21 From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Hardy, Elaine Sent: Friday, September 4, 2015 12:17 AM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Soft Stalling We did some pretty extensive research on holds in 2013. While it is PINES policy centric, it might answer other questions you may have. It is available at http://pines.georgialibraries.org/holds-white-paper Elaine J. Elaine Hardy PINES & Collaborative Projects Manager Georgia Public Library Service 1800 Century Place, Ste 150 Atlanta, Ga. 30345-4304 404.235.7128 404.235.7201, fax eha...@georgialibraries.org<mailto:eha...@georgialibraries.org> www.georgialibraries.org<http://www.georgialibraries.org> www.georgialibraries.org/pines<http://www.georgialibraries.org/pines> From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Joan Kranich Sent: Thursday, September 3, 2015 2:03 PM To: 'Evergreen Discussion Group' <open-ils-general@list.georgialibraries.org<mailto:open-ils-general@list.georgialibraries.org>> Subject: Re: [OPEN-ILS-GENERAL] Soft Stalling Hi Elaine, Thank you for the response. I did not realize that stalling does not take into consideration whether or not the pickup library owns a copy or not. I appreciate the answers to my question. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org<mailto:jkran...@cwmars.org> 508-755-3323 ext. 21 From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Hardy, Elaine Sent: Thursday, September 3, 2015 12:38 PM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Soft Stalling Unless things have changed in the last versions, stalling is only for opportunistic capture. Stalling does not apply to the holds targeter. During the stall, the targeter process can identify a copy outside the pickup library and it can be captured by the owning library and transited for the hold. Also, stalling does not take into consideration whether or not the pickup library owns a copy or not. Opportunistic capture is stalled regardless. Elaine J. Elaine Hardy PINES & Collaborative Projects Manager Georgia Public Library Service 1800 Century Place, Ste 150 Atlanta, Ga. 30345-4304 404.235.7128 404.235.7201, fax eha...@georgialibraries.org<mailto:eha...@georgialibraries.org> www.georgialibraries.org<http://www.georgialibraries.org> www.georgialibraries.org/pines<http://www.georgialibraries.org/pines> From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Joan Kranich Sent: Thursday, September 03, 2015 12:16 PM To: 'Evergreen Discussion Group' Subject: [OPEN-ILS-GENERAL] Soft Stalling Hi, I have a question about the Library Setting Soft Stalling. If we retarget Holds every 24 hours and set the soft stalling for 2 days will the Hold that has targeted the pickup location's copy target another available/eligible copy in 24 hours or will the Hold continue to target the pickup location's copy until after the 2 days stalling period? I have found the soft stalling is more effective if set system wide than if it set for an individual library. Thanks for any information you can share. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org<mailto:jkran...@cwmars.org> 508-755-3323 ext. 21
Re: [OPEN-ILS-GENERAL] Soft Stalling
Hi Elaine, Thank you for the response. I did not realize that stalling does not take into consideration whether or not the pickup library owns a copy or not. I appreciate the answers to my question. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org<mailto:jkran...@cwmars.org> 508-755-3323 ext. 21 From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Hardy, Elaine Sent: Thursday, September 3, 2015 12:38 PM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Soft Stalling Unless things have changed in the last versions, stalling is only for opportunistic capture. Stalling does not apply to the holds targeter. During the stall, the targeter process can identify a copy outside the pickup library and it can be captured by the owning library and transited for the hold. Also, stalling does not take into consideration whether or not the pickup library owns a copy or not. Opportunistic capture is stalled regardless. Elaine J. Elaine Hardy PINES & Collaborative Projects Manager Georgia Public Library Service 1800 Century Place, Ste 150 Atlanta, Ga. 30345-4304 404.235.7128 404.235.7201, fax eha...@georgialibraries.org<mailto:eha...@georgialibraries.org> www.georgialibraries.org<http://www.georgialibraries.org> www.georgialibraries.org/pines<http://www.georgialibraries.org/pines> From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Joan Kranich Sent: Thursday, September 03, 2015 12:16 PM To: 'Evergreen Discussion Group' Subject: [OPEN-ILS-GENERAL] Soft Stalling Hi, I have a question about the Library Setting Soft Stalling. If we retarget Holds every 24 hours and set the soft stalling for 2 days will the Hold that has targeted the pickup location's copy target another available/eligible copy in 24 hours or will the Hold continue to target the pickup location's copy until after the 2 days stalling period? I have found the soft stalling is more effective if set system wide than if it set for an individual library. Thanks for any information you can share. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org<mailto:jkran...@cwmars.org> 508-755-3323 ext. 21
[OPEN-ILS-GENERAL] Soft Stalling
Hi, I have a question about the Library Setting Soft Stalling. If we retarget Holds every 24 hours and set the soft stalling for 2 days will the Hold that has targeted the pickup location's copy target another available/eligible copy in 24 hours or will the Hold continue to target the pickup location's copy until after the 2 days stalling period? I have found the soft stalling is more effective if set system wide than if it set for an individual library. Thanks for any information you can share. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org<mailto:jkran...@cwmars.org> 508-755-3323 ext. 21
Re: [OPEN-ILS-GENERAL] Feedback requested on patron editor in web client
Hi, The patron edit screen looks good. I like that the options for Save and Save Clone are on the right where staff currently click and also because most staff using a mouse use it on the right side. I'm assuming that if you do not want to Save then staff would just click the next function such as Holds. Thanks. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org 508-755-3323 ext. 21 -Original Message- From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Kathy Lussier Sent: Tuesday, July 28, 2015 9:40 AM To: open-ils-general@list.georgialibraries.org Subject: Re: [OPEN-ILS-GENERAL] Feedback requested on patron editor in web client Hi all, Thanks to everyone on the feedback you provided for the patron editor. I've created a mock-up based on the feedback - http://www.screencast.com/t/4lcqzkcxedgN. The idea is that all of the elements above the Patron Edit heading in this interface would remain fixed to the top of the interface. This mock-up displays the edit view of the registration/edit form. The tabs that bring you to the different areas of the patron record (check out, items out, holds, etc.) would be fixed as well, which fits in with the easy access we have to those buttons in the existing client. Although people didn't think it was necessary to keep the display options accessible at all times, I put those in the fixed area primarily because it made the best use of the space available. Let me know if you have any feedback on this mock-up! Kathy On 07/10/2015 02:21 PM, Jason Etheridge wrote: For what it's worth, I've seen mobile web pages that use floating top and bottom bars to good effect. -- Kathy Lussier Project Coordinator Massachusetts Library Network Cooperative (508) 343-0128 kluss...@masslnc.org Twitter: http://www.twitter.com/kmlussier
Re: [OPEN-ILS-GENERAL] Web Client Design - Fixed Page Elements?
Hi, In the current client if I go to patron edit to look at something but do not need to make changes then I can click Holds or Check Out, etc. and continue to serve the patron. If I understand correctly in this scenario staff would click Cancel and then the click the next function which may cause additional clicks for staff. Save on top in a fixed location I think works. It would be good to skip the Cancel step. I inquired with front line circulation staff and those that responded said they did not use options to show required, suggested or all fields (from Kathy's previous email). They liked the floating Save but I think the fixed position point is important too. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.orgmailto:jkran...@cwmars.org 508-755-3323 ext. 21 From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Boyer, Jason A Sent: Monday, July 13, 2015 8:23 AM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Web Client Design - Fixed Page Elements? I like this idea a lot, and I have a thought on how to avoid wasting a lot of vertical space while doing it. I don't know how complex it would be since I haven't looked at the angular code much, but if the save/cancel options could take the place of the Check Out, Items Out, etc. options at the top that wouldn't require any additional space. It would also make it clear that you've chosen to edit this record and to move on to something else you need to either choose to save it or abandon your changes. I would even go so far as to say that I'd like to adopt the Android and iOS convention that the data-loss (Cancel in this case) option be red while the Save option be blue like the other interface elements. It's something I could see used in several places (and possibly make the angular-ization of any interface that doesn't follow this convention more desirable, possibly getting more hands involved, etc.) Jason -- Jason Boyer Indiana State Library http://library.in.gov/ From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Dan Wells Sent: Friday, July 10, 2015 3:14 PM To: 'open-ils-general' Subject: [OPEN-ILS-GENERAL] Web Client Design - Fixed Page Elements? Hello all, This came up in Kathy's recent thread asking about the patron editor, and rather than hijack that thread, I'd like to broaden the conversation a little, because the same usability issues will affect many areas of the staff client. To cut straight to the point, I strongly believe that using fixed position for large portions of the staff client interface will have a major positive effect on usability. This has been applied and proven in desktop applications for decades, and is now being rediscovered within the browser environment as web pages become applications. There is plenty of evidence out there to support this stance, but here is a quick read which highlights the point well: http://www.smashingmagazine.com/2012/09/11/sticky-menus-are-quicker-to-navigate/ If we consider the mockups from our design internship a few months back, in the screenshot Kathy referenced, the entire top area (and, in this case, the right sidebar) would ideally be fixed position. The only scrolling area should be the actual form. For any who attended my talk on design at the conference, this is exactly the concern of rule of thumb #3: Scroll the data, not the interface, with data broadly including all information and workspaces which are not the program. (Here is Kathy's screenshot link again for reference: http://media.tumblr.com/69beec7802a938b889bdfa80c7e0d54b/tumblr_inline_nkn0okinXl1t572gy.png ) The main complaint driven at fixed screen elements is that they take up too much space. They do take up space, obviously, but with the amount of use these elements get on a moment by moment basis, the space is well worth taking. In cases where more workspace is truly of benefit, we are better off using fixed position with a hide option (auto or manual) than we would be with using scroll, as we can retain the clear benefits of persistent availability and predictability. (Expert users might also choose to do without some toolbars and rely on keyboard shortcuts, but that sort of use will never be feasible for many staff client users and scenarios.) As the Smashing Magazine article points out, the easiest way to understand the situation is to simply imagine other software working with fully-scrolling interfaces. In this imaginary scenario, when you are using a word processor, a spreadsheet application, or even a browser itself, all of your menus, toolbars, tabs, etc., would simply scroll off the screen as soon as you tried to scroll down to see additional content. It's likely that some ancient desktop software did exactly that, but if they did, they are now extinct, and not without good reason. Another valid concern sometimes raised
[OPEN-ILS-GENERAL] Historical Circulation Retention Age
Hi, Is anyone using the Global Flags Historical Circulation Retention Age and Historical Circulations Per Copy to age circulations? If you are using this have you found any problems? C/W MARS is planning to start this process and is interested in any experience you can share. Thanks. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.orgmailto:jkran...@cwmars.org 508-755-3323 ext. 21
Re: [OPEN-ILS-GENERAL] Feedback requested on patron editor in web client
Hi, My thought too was a Save at the top and bottom however the changes we make most frequently are located in the middle of the screen. I think the floating box is fine with an average resolution as shown in the screencast. It is unlikely in our network that staff would be using patron edit on a phone. I know tho that we try to ensure functionality across screen size and resolution. I am inquiring with front line circulation staff about the use of the options to view required, suggested or all fields. I do not see those options used regularly and if they displayed at the top of the patron registration/edit form it would be fine. I'll let you know if circulation staff object. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org 508-755-3323 ext. 21 -Original Message- From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Kathy Lussier Sent: Thursday, July 9, 2015 4:01 PM To: 'Evergreen Discussion Group' Subject: [OPEN-ILS-GENERAL] Feedback requested on patron editor in web client Hi all, MassLNC has been working with Bill Erickson on a project to move the patron editor to AngularJS. As with the other pieces of the web client project, we are looking at maintaining feature parity with the old client. Bill has begun the work and has created a semi-functional wireframe to demonstrate the layout of the form. The wireframe brings up one area where an element that worked well in the xul client may not work so well in the web client. In the xul client, we have a floating box to the right of the form where the Save and Save Clone buttons are available as well as the options to show required, suggested or all fields. The floating box follows you along as you scroll up and down the form so that the Save buttons are always in easy reach. The same thing happens in the new Angularized editor, but I'm not sure it works as well in the web client. I think it might be a good time to consider whether the way we handled this in the old client is the way we should handle it in the web client or if there are other ways we might be able to provide these options. I have a screencast showing the current version of the new patron editor. https://drive.google.com/file/d/0B74gDMUDwDXqM3NjbTZfRjY3RW8/view?usp=drivesdk At a typical screen resolution, the box with the save options travels with you without much trouble, although it does get a little awkward when you're scrolling over the separators with the green background. If you reduce the screen resolution, we do see a problem where the Save area overlaps with the input boxes. I don't know how much of a problem this will be since it seems to work fine at resolutions used by desktops, laptops, and tablets. However, it could be problematic at resolutions used on phones. I have a couple of questions: 1. Although I strongly believe the Save and the Save Clone buttons should be in easy reach of the user at any location in the patron registration form, I'm not so sure that the options to view required, suggested or all fields needs to be there. What do you all think? Are those options that you are likely to click when you are at different places in the form? Or is it something you set as soon as you load the form? If it's the latter, I think the top of the patron registration form might be a nice location for them. 2. Is the floating box the best location for the Save and Save Clone buttons or is there some other way we can keep these options in easy reach. When we first started working on this project, I looked at the mockup Julia Lima worked on for the Evergreen UI Style Guide project as a reference. http://media.tumblr.com/69beec7802a938b889bdfa80c7e0d54b/tumblr_inline_nkn0okinXl1t572gy.png She had placed the Save button along the top bar, but I could only see that working if the top navigation bar in the web client stuck to the top of the screen. We could certainly place the Save buttons at both the top and bottom of the screens, but the form is long enough that I could see cases where you would be in the middle of the form when you hit your save point. Any ideas on how we might be able to offer easy access to these Save options in a different way? Thanks in advance! Kathy Kathy Lussier Project Coordinator Massachusetts Library Network Cooperative (508) 343-0128 kluss...@masslnc.org Twitter: http://www.twitter.com/kmlussier
Re: [OPEN-ILS-GENERAL] Upcoming Evergreen for Academics meeting - Thursday, June 11
Thanks Yamil. I can’t make this meeting but I hope to make the next one. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.orgmailto:jkran...@cwmars.org 508-755-3323 ext. 21 From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Yamil Suarez Sent: Tuesday, June 9, 2015 6:53 AM To: Evergreen Discussion Group Subject: [OPEN-ILS-GENERAL] Upcoming Evergreen for Academics meeting - Thursday, June 11 Hello everyone, The Evergreen for Academics group has its next meeting scheduled for Thursday, June 11, 2015 at 2:00 PM EST on the #Evergreen IRC channel (http://evergreen-ils.org/irc). All are welcome. An agenda has been posted at http://evergreen-ils.org/dokuwiki/doku.php?id=evergreen_for_academics#meeting_agendas_minuteshttp://evergreen-ils.org/dokuwiki/doku.php?id=evergreen_for_academics%23meeting_agendas_minutes Changes and additions to the agenda are welcome. Here are the links to access the Meetbot formatted minutes of the previous meeting. (Meetbot) Minutes: http://evergreen-ils.org/meetings/evergreen/2015/evergreen.2015-03-12-14.00.html IRC Log: http://evergreen-ils.org/meetings/evergreen/2015/evergreen.2015-03-12-14.00.log.html Finally, for viewing all Evergreen community meetings scheduled you can view them here: http://evergreen-ils.org/communicate/calendar/ Thanks, Yamil -- Yamil Suarez, MCS Library System Administrator/Developer Stan Getz Library Berklee College of Music 1140 Boylston St Boston, MA 02215 ysua...@berklee.edumailto:ysua...@berklee.edu 617-747-2617
Re: [OPEN-ILS-GENERAL] Hourly Due Dates and Fines Ignore Closings
Hi, I think most hourly items are physically returned to the desk before the library closes so the libraries are not noticing a big problem with fines charged after hours. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.orgmailto:jkran...@cwmars.org 508-755-3323 ext. 21 From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Michele Morgan Sent: Wednesday, April 1, 2015 4:10 PM To: Evergreen List Subject: [OPEN-ILS-GENERAL] Hourly Due Dates and Fines Ignore Closings We are wondering how other libraries are working around this bug: https://bugs.launchpad.net/evergreen/+bug/1064679 In short, for hourly loan periods and fine rates, library closings are ignored in the calculation of due dates and fines. Fines are charged even though the org unit setting to charge fines when the library is closed (circ.fines.charge_when_closed) is set to FALSE. Our academic libraries circulate reserve items for a few hours at a time and charge substantial fines by the hour. This bug results in items being due after the library closes, and fines accruing prior to the library's opening that must be identified and cleared. How are other libraries managing this? Thanks for any input, Michele -- Michele M. Morgan, Technical Assistant North of Boston Library Exchange, Danvers Massachusetts mmor...@noblenet.orgmailto:mmor...@noblenet.org
Re: [OPEN-ILS-GENERAL] Results list of the Call Number (Shelf Browse) list
Hi, I would prefer a list view for call number search results. I think it is easier to understand for patrons and is consistent with other results screen displays. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.orgmailto:jkran...@cwmars.org 508-755-3323 ext. 21 From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Donald Butterworth Sent: Thursday, January 15, 2015 8:01 AM To: Evergreen Discussion Group Subject: [OPEN-ILS-GENERAL] Results list of the Call Number (Shelf Browse) list In the Ditch the Bib Call Number search? thread, Jennifer indicated that she would prefer a list view display as compared to the current shelf view display that returns with a Call Number (Shelf Browse) search. I too, would prefer a list view. Would anybody else prefer a list view search result? Would this change be a huge project, given Yamil's comment that this index is very different than for others indexes? Don -- Don Butterworth Faculty Associate / Librarian III B.L. Fisher Library Asbury Theological Seminary don.butterwo...@asburyseminary.edumailto:don.butterwo...@asburyseminary.edu (859) 858-2227
Re: [OPEN-ILS-GENERAL] Patron Batch Functions
Hi, The C/W MARS network has a mix of academic and public libraries. The address field in the Evergreen patron record is very important to our public libraries when they fill Holds for academic libraries. Public libraries need enough information to contact the academic patron if necessary. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org 508-755-3323 ext. 21 -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Gordana Vitez Sent: Tuesday, December 9, 2014 10:23 AM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Patron Batch Functions Hi everyone, The address question is interesting as we really only use email addresses and cell numbers for library functions. If we need to pursue someone because of lost items, etc, we refer those students to Student Accounts. They would have the addresses from the student info system. Maybe physical addresses aren't as critical anymore? Just a thought. Thanks! Gordana Gordana Vitez, BA (Hons), MLIS Library Services Systems Coordinator Library Bookstore Services Welland Campus Niagara College gvi...@niagaracollege.ca 905.735.2211 ext 7404 http://www.niagaracollege.ca/library -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Walz, Jennifer Sent: Tuesday, December 09, 2014 9:38 AM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Patron Batch Functions All - We do not worry about addresses for ON-campus students. They live here. :-)But we do need addresses for off-campus students. So it would be great to have a marker or indicator or way to distinguish between those two. But we would need only one address on the patron record.We also make sure that every student has an on-campus email address. Jennifer -- Jennifer Walz, MLS - ILS person Kinlaw Library - Asbury University One Macklem Drive, Wilmore, KY 40390 859-858-3511 ext. 2269 jlw...@asbury.edu -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Galen Charlton Sent: Monday, December 08, 2014 8:40 PM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Patron Batch Functions Hi, On Mon, Dec 8, 2014 at 3:49 PM, Martha Driscoll drisc...@noblenet.org wrote: I put together a list on the Evergreen for Academic wiki of the functions that a batch patron interface should have. This list is based my experience loading patron files for our 10 academic consortium members. Please let me know what issues you encounter and what functionality should be included on the wiki. http://wiki.evergreen-ils.org/doku.php?id=evergreen_for_academics:batc h_patron_functions Thanks for putting this together, Martha, it looks like a great start. One set of use cases that I'm particularly curious about are how addresses should be handled. For example, does it suffice for most of the libraries in the IG to have the batch import handle one address per patron? Do any of you get mailing address data from any place other than the student and staff information systems? Are any of you in a position to not have to worry about keeping student mailing addresses in the ILS at all? Regards, Galen -- Galen Charlton Manager of Implementation Equinox Software, Inc. / The Open Source Experts email: g...@esilibrary.com direct: +1 770-709-5581 cell: +1 404-984-4366 skype: gmcharlt web:http://www.esilibrary.com/ Supporting Koha and Evergreen: http://koha-community.org http://evergreen-ils.org
Re: [OPEN-ILS-GENERAL] Seeking opinions on client Transfer All Title Holds option
Hi, I agree with removing the Transfer All Title Holds option for the points made by Kathy. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.orgmailto:jkran...@cwmars.org 508-755-3323 ext. 21 From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Kathy Lussier Sent: Tuesday, August 5, 2014 8:14 AM To: open-ils-general@list.georgialibraries.org Subject: Re: [OPEN-ILS-GENERAL] Seeking opinions on client Transfer All Title Holds option Hi Rogan, Frankly, I worry this is starting to get into the territory of let's add another permission (or YAOUS) for every eventuality no matter how obscure. Yes, I think I agree with you here, which is why I'm suggesting that rather than adding a permission, we remove that menu entry altogether. Since holds are already transferred as part of a record merge and there is another method available to transfer all holds that requires the user to actively select those holds, it seems to be an unnecessary and potentially dangerous option to me. Dangerous may be too strong of a word, but it is something that is problematic when it is accidentally selected. Kathy Kathy Lussier Project Coordinator Massachusetts Library Network Cooperative (508) 343-0128 kluss...@masslnc.orgmailto:kluss...@masslnc.org Twitter: http://www.twitter.com/kmlussier On 8/4/2014 8:44 PM, Rogan Hamby wrote: Frankly, I worry this is starting to get into the territory of let's add another permission (or YAOUS) for every eventuality no matter how obscure. Some features I think in the long run complicate our lives (documentation, testing, development) more than they improve functionality. On Mon, Aug 4, 2014 at 5:09 PM, Kathy Lussier kluss...@masslnc.orgmailto:kluss...@masslnc.org wrote: Hi all, I wanted to seek some feedback on Launchpad bug 1350377 https://bugs.launchpad.net/evergreen/+bug/1350377. The bug seeks an additional permission to be used with the Transfer All Title Holds option in the client. However, I was wondering if there would be any support from removing that option from the client altogether. Here's the issue: When you are in a bib record in the staff client, you have the option to transfer *all* title holds to another bib record. You first need to mark the other bib record as a holds transfer destination. However, you also have the option to transfer one or any number of selected holds to the marked bib record from the holds view of the bib record. You could transfer just one hold here or you could select them all if you really needed to transfer all holds. The benefit of using this option is that the user must actively select the holds that will be transferred. I personally think providing a blanket Transfer All Title Holds option in the client is dangerous, even if there were a separate permission for it, and unnecessary since there are other methods available in the staff client to accomplish the same task. Making it even more dangerous is the fact that the Actions for this Record menu that contains this option to transfer all holds is still available in the holds view of the bib record, which is where you go to transfer selected holds (see the screencast at http://www.screencast.com/t/ifHhJHNqq). It is very easy to mistakenly select this option when you are trying just to transfer just one hold. In fact, I accidentally selected it when I was just testing out the transfer holds scenario a few minutes ago. During a brief discussion in IRC on this issue, it was mentioned that possible use cases for the transfer all title holds option are: 1. When staff are manually merging bib records. The client bib merge option automatically merges holds, but there may be reasons staff merge the records without using that option. 2. In cases where there are orphaned holds on a record that no longer has copies to fill the hold. Since I think both of these use cases could be accommodated by using the option where you transfer selected holds, I wanted to see if others would support removing the Transfer All Title Holds option. Is there anyone who uses this option with some frequency who thinks it should continue to be available? Thanks! Kathy -- 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 -- Rogan Hamby, MLS, CCNP, MIA Managers Headquarters Library and Reference Services, York County Library System “You can never get a cup of tea large enough or a book long enough to suit me.” ― C.S. Lewishttp://www.goodreads.com/author/show/1069006.C_S_Lewis
Re: [OPEN-ILS-GENERAL] browser client update for July 2 2014
Hi Terran, I've shared a screen shot of the vertical-horizontal display on Bill's server with library staff and provided the login for them to try it. Thanks for sharing your experience. I'll see if I can get a few to actually log in and search and see if that changes their opinion. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org 508-755-3323 ext. 21 -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of McCanna, Terran Sent: Tuesday, July 8, 2014 8:37 PM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] browser client update for July 2 2014 Hi Joan, Have you had a chance to review how Bill has the vertical-horizontal combo display set up on the test server yet? At first I wasn't sure about it because our libraries are all currently using the horizontal display, but after I've seen it in action and shared how it looks with some frontline staff, I've had positive feedback all around. Terran McCanna PINES Program Manager Georgia Public Library Service 1800 Century Place, Suite 150 Atlanta, GA 30345 404-235-7138 tmcca...@georgialibraries.org
Re: [OPEN-ILS-GENERAL] browser client update for July 2 2014
Hi Bill, On the list at http://evergreen-ils.org/dokuwiki/doku.php?id=dev:browser_staff:dev_sprints:1 it shows Patron Edit* and * is explained as indicates an existing HTML interface to be integrated as-is, not rewritten. The current patron edit screen loads and saves very slowly. When it says Patron Edit will not be rewritten does this mean loading and saving will be similar to the current behavior? On another note, are you hearing from anyone that their library prefers a horizontal patron display instead of vertical? I have several libraries hoping for a horizontal display so I’m checking on the status. Thanks. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.orgmailto:jkran...@cwmars.org 508-755-3323 ext. 21 From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Bill Erickson Sent: Wednesday, July 2, 2014 9:47 AM To: Evergreen Discussion Group; Evergreen Development Discussion List Subject: [OPEN-ILS-GENERAL] browser client update for July 2 2014 Hi All, It's been a while. I've been waist deep in circulation and lived to tell the tale. In the end, it's not much of a tale, but there's other stuff in here too http://evergreen-ils.org/dokuwiki/doku.php?id=dev:browser_staff:dev_notes#section20140702 -b -- Bill Erickson | Senior Software Developer | phone: 877-OPEN-ILS (673-6457) | email: ber...@esilibrary.commailto:ber...@esilibrary.com | web: http://esilibrary.com | Equinox Software, Inc. / The Open Source Experts
Re: [OPEN-ILS-GENERAL] Circulation Policy Issue
Hi, For patrons that normally have a semester long due date, I have set the circulation policy for shorter loans with a hard due date of Always Use set to False. The Duration Rule is the actual length of the loan. I hope that helps. Circulate in our policies is set to True but that may vary depending on the overall setup of your policies. Joan From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Janice Huber Sent: Thursday, June 12, 2014 3:48 PM To: open-ils-general@list.georgialibraries.org Subject: Re: [OPEN-ILS-GENERAL] Circulation Policy Issue Still struggling with getting circulation policies set up beyond our Hard Due Dates for any users or even all users. Trying to get a 2 hour check out for reference but it keeps inheriting the check out of a hard due date even though I tell it to use the 2 hour and the Hard due date is blank in the policy page. I believe our original default entry was deleted at one point. I believe we have re-added a Consortium wide default of 28 days but that it not what my reference policy is doing. Any suggestions would be greatly appreciated. I am not getting any errors, just the hard due date. I have set the Circulation Modifier to 2 Hour, the Location to Reference...reading and re-reading how to set up policies by adjusting the category that is different from the defaultseems like it is picking up a none existent default... Janice Huber Information Commons Manager 204 N Lexington Ave Wilmore, KY 40390 859.858.2230 On Wed, Jun 11, 2014 at 1:49 PM, Janice Huber janice.hu...@asburyseminary.edumailto:janice.hu...@asburyseminary.edu wrote: Managed to get all borrower types checking out material for the appropriate amount of time. Now trying to get Reference material to check out for two hours. It will only check out for the Hard Due Date. Have the Circulation Modifier set to Reference, Location is Reference and have tested with Circulation? set to T and F and U with no luck. Duration rule is set to 2_hr_2_renewals and the max fine set to default.have tried many variations with no success. Banging head on wall. Any ideas? Janice Huber Information Commons Manager 204 N Lexington Ave Wilmore, KY 40390 859.858.2230tel:859.858.2230
Re: [OPEN-ILS-GENERAL] Deleting items that are lost or long overdue
Hi, Our libraries have been discussing this workflow too. Some libraries delete the long lost items while leaving the transaction on the patron record based on date criteria. Their policy is that after a set period of time the patron is accountable for the replacement cost even if the item is returned. It would be great to have a better workflow because even with this policy in place the procedure still causes confusion. Our annual circulation meetings are coming up. I'll let you know if I hear suggestions. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org 508-755-3323 ext. 21 -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Michele Morgan Sent: Monday, June 02, 2014 11:42 AM To: open-ils-general@list.georgialibraries.org Subject: Re: [OPEN-ILS-GENERAL] Deleting items that are lost or long overdue Hi Terran, Thanks for sharing your documentation. We are looking forward to making use of the new automatic Long Overdue processing development in Release 2.5. This will help circulation staff in our libraries a great deal in managing long overdue items. In your process, however, I'm not seeing how items that are significantly overdue, but never returned or paid for are handled. Do these remain in the system as Long Overdue? It's these that we are struggling with. We'd rather not keep bibliographic records around just to hold long overdue items, and don't want items years overdue cluttering searches. Thanks, Michele On 6/2/2014 9:56 AM, McCanna, Terran wrote: Hello Michele, You might be interested in some development that we had done regarding Long Overdue items - we are not implementing it until Oct 2014, but here is an overview: http://pines.georgialibraries.org/sites/default/files/files/Longoverdu e-Processing.pdf Terran McCanna PINES Program Manager Georgia Public Library Service 1800 Century Place, Suite 150 Atlanta, GA 30345 404-235-7138 tmcca...@georgialibraries.org - Original Message - From: Michele Morgan mmor...@noblenet.org To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org Sent: Monday, June 2, 2014 9:41:51 AM Subject: [OPEN-ILS-GENERAL] Deleting items that are lost or long overdue We are looking for the best way to handle items that are severely overdue. These are items that are overdue enough to make it unlikely they will be returned, but not overdue enough that we want to write them off and remove them from the records of the patrons that checked them out. Ideally, here's how we would like these overdue items to behave: The items should NOT appear in patron or staff catalog searches. The item information should be visible on the patron record. Staff should have some way to search for the item in the client. It should be possible to check the item in should the barcode be scanned at Checkin. We have looked at deleting these items, but then they can't be checked in normally and are no longer searchable by barcode in the staff client, so there is no way to find the patron record. We have looked at unsetting the opac visible flag, but these are still visible in staff searches. We have also looked at marking the items Lost and charging the patron the cost of the item, then deleting them. But again, they can't be checked in normally and are not searchable by staff. We have encountered the problem where a long overdue item had been deleted, then was returned and reentered into the system with the same barcode. This resulted in an available item and a long overdue checked out item visible on the patron's record with the same barcode, which is very confusing for patrons and staff. How do others handle these types of items? -- Michele Morgan, Technical Assistant North of Boston Library Exchange, Danvers Massachusetts mmor...@noblenet.org
Re: [OPEN-ILS-GENERAL] staff client dev 2014-05-19 / feedback requests
Bill, If the display of the patron summary was horizontal would the displayed fields be basically what we see now in the horizontal display in the client (stock client, not C/W MARS client)? Some of the feedback I’m getting from our libraries is that staff do not want scroll down to see the patron information and prefer it to be horizontal on the top. Is the plan for an alert message to be a pop up box or possibly just display on the top of the screen? Thanks. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org 508-755-3323 ext. 21 From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Bill Erickson Sent: Monday, May 19, 2014 5:01 PM To: Evergreen Discussion Group Subject: [OPEN-ILS-GENERAL] staff client dev 2014-05-19 / feedback requests http://wiki.evergreen-ils.org/doku.php?id=dev:browser_staff:dev_notes#section20140519 I have feedback requests for patron horizontal vs. vertical display and link (a) behavior. Thanks, -b -- Bill Erickson | Senior Software Developer | phone: 877-OPEN-ILS (673-6457) | email: ber...@esilibrary.commailto:ber...@esilibrary.com | web: http://esilibrary.com | Equinox Software, Inc. / The Open Source Experts
Re: [OPEN-ILS-GENERAL] Standing Penalties
Hi, We updated our standing penalty for Patron_Exceeds_Fines to: CIRC|FULFILL|HOLD|RENEW. We removed CAPTURE. This allowed Holds to be captured and put on the Holdshelf for patrons who have exceeded the fine limit. Before this change patrons who had not yet exceeded the fine limit could place a Hold and then when the Hold arrived at the pickup location if the patron's fines at that time had exceeded the limit, staff would not be alerted to the Hold when checking in the item. Now staff are alerted and can put it on the Holdshelf and when the patron comes to check out the item staff will see the block and be able to resolve it (hopefully) with the patron. In looking closely at our Holds data, the only Holds I see with a Fulfillment date appear to be Holds that were checked out to a patron but not first captured. We have the library setting Checkout Fills Related Hold set to True. I am continuing to test and look at the data to fully understand when something is considered fulfilled but that's what I've found so far. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org 508-755-3323 ext. 21 From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Deana Cunningham Sent: Monday, May 05, 2014 1:57 PM To: open-ils-general@list.georgialibraries.org Subject: Re: [OPEN-ILS-GENERAL] Standing Penalties Srey Seng - Thank you for your answer to my question regarding the standing penalty labeled fulfill. I still don't quite think I've got it right. There are five potential penalties - Circ, Fulfill, Hold, Capture, renew. I would think circ means check out, hold means place a hold, capture means capture an item for the hold, and renew means renew. Anyone want to chime in on the fulfill penalty? Deana Deana Cunningham Branch Manager, South Branch Library 1550 S. Campus Dr. Creedmoor, NC 27522 Phone: (919) 528-1752 Fax: (919) 528-1376 deana.cunning...@granvillecounty.orgmailto:deana.cunning...@granvillecounty.org
Re: [OPEN-ILS-GENERAL] Items not checking in?
Hello, Our libraries have also reported that after checking in items the items remained on the patron record. We started on release 2.2 and now on 2.4 so our reports have not been specific to a release. Some of our libraries have disabled the beep on the scanner and tell us that has improved the situation. Mis-scans lead to the problem as well. If the mis-scan occurs at check out staff are usually prompted to create a pre-cat record. If they proceed with the pre-cat they are checking out the item with the mis-scanned barcode. When the item is checked in with a correctly scanned barcode it does not remove the pre-cat from the patron’s record because the barcodes do not match. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org 508-755-3323 ext. 21 From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Tony Bandy Sent: Friday, April 11, 2014 1:07 PM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Items not checking in? Hi Buzzy, folks, We’ve experienced this a bit in our consortium as well and can’t seem to really track down a persistent identifying cause….best luck we have had has been with adjusting barcode scanners and telling staff to slow down on scanning things. Not real scientific, but seems to help… -Tony Tony Bandy to...@ohionet.orgmailto:to...@ohionet.org OHIONET 1500 West Lane Ave. Columbus, OH 43221-3975 614-486-2966 x19 From: open-ils-general-boun...@list.georgialibraries.orgmailto:open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Buzzy Nielsen Sent: Friday, April 11, 2014 1:02 PM To: Evergreen general listserv Subject: [OPEN-ILS-GENERAL] Items not checking in? Hi folks, We have libraries in our consortium that are claiming that Evergreen is not properly checking in items, i.e. that they're scanning the items for check in but the system isn't taking the item off the patron's account. We're running 2.5.1. Personally, I'm pretty sure we've got PEBKAC going on. At our local library, we've implemented work flow improvements and the problem has pretty much disappeared. Still, I thought I'd ask: have any of you experienced this issue? Cheers! Buzzy *** Library Director Hood River County Library District 502 State St Hood River, OR, 97031 541-387-7062 http://hoodriverlibrary.org
Re: [OPEN-ILS-GENERAL] ***SPAM*** Re: Holds placed prior to status change
Hi, I think originally we set the Copy Status Missing to not be Holdable thinking a Hold would target a Missing item if we set the status to Holdable. If the system only targets the Available status, as it appears to be working, then I think it would be fine for Missing to be Holdable. The only part that may be a problem is if there is only one copy attached and it is missing, the Hold placed by patrons would be allowed as if there were a copy that could fill the Hold. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org 508-755-3323 ext. 21 From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Anne Murray Sent: Thursday, February 27, 2014 11:45 AM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] ***SPAM*** Re: Holds placed prior to status change We would certainly find it far better if 'trace' and 'missing' triggered holds. We have found a lot of our missing stock recently and have had to manually look at each book for holds (they only get changed to that status in the first place as they are holds we can't find). Anne Murray East Dunbartonshire Libraries Kirkintilloch Scotland On 27 February 2014 16:31, Michele Morgan mmor...@noblenet.orgmailto:mmor...@noblenet.org wrote: In NOBLE, we recommend checking in new items using the Checkin Modifiers Retarget Local Holds (for In Process items) and, if necessary, Retarget all statuses if items are in statuses other than In Process. Doing this looks for local holds for the new items, but not holds for pickup at other libraries. This doesn't work perfectly, but it's the best option we currently have. Finding the appropriate hold and retargeting it also works, but this is a cumbersome process. Things would work much more smoothly if new items were targeted immediately when they were entered. I'll add this to Launchpad as a wishlist bug. We also have the problem where an item on the pull list can't be found, and is changed to missing. When it is found a few minutes later, it won't trigger the hold. I am wondering about changing the holdability of some of our statuses, like Missing, from False to True. Would this solve this problem - but cause others? It's great to see this kind of discussion on the list to compare workflows and see ways that the system could be improved. -Michele On Feb 27, 2014, at 9:17 AM, Laurie Love ll...@arlibrary.orgmailto:ll...@arlibrary.org wrote: Lise: I'm part of the NC Cardinal system also and Wilkes (Appalachian Regional) has been with Evergreen since 2011. If you ever want to call or email me with questions, I'm happy to try to help. The holds are really tricky with Evergreen and there are lots of foibles. The Find another Target is supposed to look for another title to satisfy the hold. Doesn't always work in my experience though. Laurie Love Circ. Mgr. Wilkes County Public Library ll...@arlibrary.orgmailto:ll...@arlibrary.org 336-838-2818 From: open-ils-general-boun...@list.georgialibraries.orgmailto:open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Elisabeth Keppler Sent: Thursday, February 27, 2014 9:05 AM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Holds placed prior to status change We're new to Evergreen and have been struggling with holds on new items. We've had issues with Find Another Target messing up the holds queue, but we may have been doing it incorrectly. When you say to Find Another Target for the hold on top of the queue, Tina, do you mean the first hold that appears when we click on View Holds for the record? This seems to be the newest hold and might not be for our library's patron. (We're in the NC Cardinal consortium. Since we use 6-month age hold protection, holds outside Forsyth County won't be filled by new items we add here.) We tried filtering to holds for just the branch where the new item was added, but that seems to have caused problems. Would you mind elaborating on your recommendation? Thanks very much, Lise Keppler Forsyth County Public Library On Wed, Feb 26, 2014 at 6:36 PM, Tina Ji (Project Sitka) t...@sitka.bclibraries.camailto:t...@sitka.bclibraries.ca wrote: Hi Deana, If your 'missing' and 'trace' statuses are non-holdable, this is probably the expected behaviour. We experience the same thing with our hold targeter running every 15 mins for new holds (placed within 24 hours) and daily for old holds (placed 24 hours ago). So new holds may be targeted by a copy with newly achieved holdable status, but not the old ones. The opportunistic capture is related to the hold_copy_map, which is updated by the hold targeter, thus updated daily for old holds. Items with newly achieved holdable status is not in that table for old holds. We advise our sites doing Find Another Target for the hold on top of the queue or waiting
Re: [OPEN-ILS-GENERAL] Help with Org Unit Proximity Adjustments
Thanks for asking about the Holds parameters. I am also interested in this information. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org 508-755-3323 ext. 21 From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Smith, Kathleen Sent: Thursday, December 12, 2013 2:38 PM To: open-ils-general@list.georgialibraries.org Subject: [OPEN-ILS-GENERAL] Help with Org Unit Proximity Adjustments Hi all, I'm trying to prioritize holds in our 10 system consortia so holds for System A's branches are filled with System A's copies first in hold order (FIFO) - regardless of pickup location. But once System A's holds have been filled, their copies are then available to fill holds at System B, or C or D's branches. I think work was done in the past year re: org unit prox and best hold selection to address this need. Right now we're just using the default org unit prox adj and Traditional best hold selection sort order for the consortia. This works fine for targeting and/or if there's no holds queue. But if there's a queue, holds at popular pickup locations in System A are filled first. Holds at smaller, less busy, isolated branches may eventually be filled, but they're often last in line. I think these 2 functions are the key to reprioritizing holds within a System, but I'm not sure how to start. Do I make the proximity zero btwn each branch within System A? Relative or Absolute? Then set System A to FIFO best hold selection? Will that leave the default unit prox adj intact between Systems? Can I still set the Consortia to use Traditional best hold selection? I'd appreciate any advice if you've been able to configure your holds in the way I described. Thanks. Kathleen Smith, Associate Systems Librarian San Joaquin Valley Library System 2420 Mariposa Street, Fresno, CA 93721 kathleen.sm...@sjvls.orgmailto:kathleen.sm...@sjvls.org 559-600-6256
[OPEN-ILS-GENERAL] Holds Go Home
Hello, C/W MARS is on release 2.4 and preparing to implement Holds Go Home with a Max foreign-circulation time of a few months. If you have implemented Holds Go Home can you tell me if it is working well and how the experience has been for you? Thank you. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org 508-755-3323 ext. 21
Re: [OPEN-ILS-GENERAL] Fwd: Opinions needed on copying patron data to the clipboard
Hi, When I first tested 2.4 and found the alert message was gone I saw that as an improvement with one less click to do. This barcode link is part of a circulation program staff use regularly so I do not think there is a mystery for most staff about the result of clicking on the link. Circulation desks are often crowded with scanners, printers, etc. and one less maneuver of a click or keyboard command is welcome. Our libraries will begin using 2.4 on Tuesday so we'll see if my opinion agrees with our circulation staff at member libraries. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org 508-755-3323 ext. 21 From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Kathy Lussier Sent: Wednesday, November 06, 2013 3:28 PM To: Evergreen General Discussion List Subject: [OPEN-ILS-GENERAL] Fwd: Opinions needed on copying patron data to the clipboard Hi all, I thought I sent this message to the list months ago, but it looks like it got lost on its way. Let me know if you have any thoughts on this question! Kathy Kathy Lussier Project Coordinator Massachusetts Library Network Cooperative (508) 343-0128 kluss...@masslnc.orgmailto:kluss...@masslnc.org Twitter: http://www.twitter.com/kmlussier Original Message Subject: Opinions needed on copying patron data to the clipboard Date: Thu, 25 Jul 2013 16:36:59 -0400 From: Kathy Lussier kluss...@masslnc.orgmailto:kluss...@masslnc.org To: Evergreen General Discussion List open-ils-general@list.georgialibraries.orgmailto:open-ils-general@list.georgialibraries.org Hi all, I'm seeking opinions on a change that was made in 2.4 when copying information from the patron editor to the clipboard. Prior to 2.4, when a user clicked on a link in the patron summary, they would receive an alert confirming that the data had been copied to the clipboard (see attached image). The alert was removed in 2.4 and a bug has been filed on the issue - https://bugs.launchpad.net/evergreen/+bug/1192189. There are pros and cons to removing the confirmation message. The pros of removing the message are that it conforms with wider user interface standards. Basically, you don't receive this kind of confirmation when copying data using CTRL-C or a shortcut menu. The message can also be seen as an annoyance as it requires an additional click. On the con side, it can be somewhat disconcerting to click on that link and not receive a confirmation, leading the user to wonder if the data was really copied. It's uncommon in other software to use underlined text for copying data, and the confirmation message provides a visual cue as to the action that was just taken. Although I filed the original bug report, I have to say I'm on the fence with this issue. However, I do think it's important that the end users who are using the patron editor on a daily basis provide some feedback on this feature. Since I filed the bug, three more people have shown support for restoring the confirmation message. However, if there are people who were happy to see that the message went away, I don't think we would have heard from them in Launchpad because they wouldn't have bothered to take the time to determine if a bug were filed. I thought it would be best to do an informal poll of the community through the general list to see if there is interest in restoring the confirmation message or if people are happy with its removal. I'm hoping we can get a feel of the general consensus through an e-mail thread rather than setting up a formal poll. Let me know what you think! Kathy -- Kathy Lussier Project Coordinator Massachusetts Library Network Cooperative (508) 343-0128 kluss...@masslnc.orgmailto:kluss...@masslnc.org Twitter: http://www.twitter.com/kmlussier
[OPEN-ILS-GENERAL] Billing Types
Hi, In addition to my question below about fees on the patron record, I have a question about Billing Types. Under Admin in the client we have many Billing Types listed, for example Notification Fee. I do not see the Billing Types listed when using Bill Patron in the patron record. Possibly the billing type is activated by an action trigger. If you have experience managing the Billing Types can you tell me a little about how it works? Thanks. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org 508-755-3323 ext. 21 From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Joan Kranich Sent: Friday, September 13, 2013 8:56 AM To: 'Evergreen Discussion Group' Subject: [OPEN-ILS-GENERAL] Fees in Addition to Fines Hi, Some of our libraries use a processing fee in addition to replacement costs for Lost material. It works fine. We are investigating a fee based on the payment type such as credit card. Has anyone implemented an automatic fee that is in addition to fines and replacement costs or do you know how this might be done? Have you based this fee on the type of payment used? Thanks. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.orgmailto:jkran...@cwmars.org 508-755-3323 ext. 21
[OPEN-ILS-GENERAL] Fees in Addition to Fines
Hi, Some of our libraries use a processing fee in addition to replacement costs for Lost material. It works fine. We are investigating a fee based on the payment type such as credit card. Has anyone implemented an automatic fee that is in addition to fines and replacement costs or do you know how this might be done? Have you based this fee on the type of payment used? Thanks. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org 508-755-3323 ext. 21
Re: [OPEN-ILS-GENERAL] Barcode Scanning Problems
Hello Scott, C/W MARS libraries also experience mis-scans. We are on 2.3 but experienced the problem in 2.1 and 2.2 too. Our libraries have a large variety of scanners so the problem is not scanner specific. We do know that the first scan in check in or in item status will drop the first character because the initial scan is bringing focus to the search box. I don't have answer but thought you would like to know the problem exists here too. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org 508-755-3323 ext. 21 From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Scott Thomas Sent: Friday, May 03, 2013 11:57 AM To: 'open-ils-general@list.georgialibraries.org' Subject: [OPEN-ILS-GENERAL] Barcode Scanning Problems We are at 2.1 and are experiencing some issues with barcode scanning. Sometimes characters are dropped usually at the beginning or end of a barcode. This has been reported at several of the libraries in our consortia. They all use different barcode scanners of various vintage. In my own testing, I could detect no pattern to the scan problem. I did verify that, during testing, the scanner works perfectly when scanning barcodes into another application like MS word which rules out a problem with the scanner. Is this a problem that is isolated to our installation? Is it a known issue with 2.1? Any insights would be appreciated. Thank you. Scott Thomas Board of Directors PaILS (570) 207-2379 [Description: Description: Training | SPARK - Pennsylvania's Statewide Library System]http://www.palibrary.org/pails/ Pennsylvania's Statewide Library System inline: image001.jpg
Re: [OPEN-ILS-GENERAL] Asynchronous checkins failed check outs
Hi, We are also getting reports of check outs failing in 2.3. The item appears on the screen but is not actually checked out to the patron. Most reports are of AV material and I'm wondering if the alert message that is often on a DVD or CD record is adding to the problem. Thanks for any information you may have to share. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org 508-755-3323 ext. 21 -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Bob Wicksall Sent: Monday, February 11, 2013 10:30 AM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Asynchronous checkins A few months ago our libraries were reporting the same issue under Evergreen 2.2.1. I was never able to reproduce the problem and it's been quiet for several weeks. Bob Wicksall Systems Administrator Pioneer Library System 2557 State Rt. 21 Canandaigua, New York 14424 Voice: (585) 394-8260 Fax: (585) 394-1935 - Original Message - From: Aimee Hirschel hirsc...@upperskagit.lib.wa.us To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org Sent: Friday, February 8, 2013 5:21:30 PM Subject: Re: [OPEN-ILS-GENERAL] Asynchronous checkins We've been having the same problem in 2.2 with items appearing to be checked in but aren't actually. This happens consistently with the audio-books, periodicals and DVDs. It does happen to books but no to the same extent. We do not have the asynchronous checkbox selected Aimee Hirschel Upper Skagit Library P. O. Box 99 Concrete WA 98237 360-853-7939 -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Kathy Lussier Sent: Thursday, February 07, 2013 2:46 PM To: Evergreen General Discussion List Subject: [OPEN-ILS-GENERAL] Asynchronous checkins Hi all, I was wondering if somebody could tell me what the purpose is of the Fast Entry (Asynchronous) check in option. My understanding is that it allows staff to quickly check in items without waiting for a response from the server for each checkin. If it's used, does the system suppress transit slips and alerts? What happens if there is some disruption in the network connection and the checkin isn't ultimately successful? Will the system provide some kind of sign to that user that the checkin wasn't successful? Is there anyone who has been using it regularly and, if so, what has your experience been with it? Since one MassLNC consortium upgraded to 2.3, they have had repeated reports of items that were scanned in, but were ultimately never checked in. We haven't pinpointed it yet, but, in many cases when this report was made, the asynchronous checkbox was selected. I'm wondering if others have had a similar experience. Thanks for any insight you might be able to provide! Kathy -- Kathy Lussier Project Coordinator Massachusetts Library Network Cooperative (508) 343-0128 kluss...@masslnc.org Twitter: http://www.twitter.com/kmlussier
Re: [OPEN-ILS-GENERAL] Minimum Available Copy/Hold Ratio
Kathy,
Thanks for testing the copy/hold ratio.
Joan
Joan Kranich
C/W MARS Member Services
jkran...@cwmars.org
508-755-3323 ext. 21
From: open-ils-general-boun...@list.georgialibraries.org
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Bill
Erickson
Sent: Wednesday, January 23, 2013 4:37 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Minimum Available Copy/Hold Ratio
Hi Kathy,
The circ policy looks OK to me. I think it's safe to say this is a bug.
-b
On Tue, Jan 22, 2013 at 8:21 AM, Kathy Lussier
kluss...@masslnc.orgmailto:kluss...@masslnc.org wrote:
Thanks for the info on the ratios Bill!
I tried testing the minimum available copy/hold ratio on a clean 2.3 install,
but had some errors when trying to renew an item. I also tested it in master
and saw the same errors. I don't know if I've set up my circ policy incorrectly
or if I found a bug with the ratios.
The clean 2.3 install had the default circ policy that comes with Evergreen. I
added a new circ policy where I set the renewal flag to true and set the
Minimum Available Copy/Hold Ratio to 1. I've attached a screenshot of the
circ policy page in the staff client to show the parameters that were set with
this rule.
When I try to renew an item now, I get an error message regardless of whether
there is a hold on the title or not. The initial error is a network or server
failure with the following:
method=open-ils.circ.renew
params=[6150fccc3948b557db1c76b8fdc4e18a,{barcode:76,patron:8}]
THROWN:
{payload:[],debug:osrfMethodException : *** Call to [open-ils.circ.renew]
failed for session [1358707558.197945.135870755821330], thread trace
[1]:\nException: OpenSRF::EX 2013-01-20T13:45:58 OpenSRF::Application
/usr/local/share/perl/5.10.1/OpenSRF/Application.pm:211 : Bad event name:
\n\n,status:500}
STATUS:
I then get a message saying the renew failed. The Debug Output is:
Please open a helpdesk ticket and include the following text:
Sat Jan 19 2013 22:10:20 GMT-0500 (Eastern Standard Time)
Renew Failed for 76
[
{
ilsevent:-1,
textcode:Server or method error
}
]
I then get another error with the following in the Debug Output:
Please open a helpdesk ticket and include the following text:
Sat Jan 19 2013 22:11:23 GMT-0500 (Eastern Standard Time)
Error in renew_via_barcode callback\nRenew probably did not happen for barcode
76
{
fileName:oils://remote/xul/rel_2_3_0/server/patron/items.js,
lineNumber:393
}
Did I configure the rule incorrectly or is this a bug? If it's a bug, I'll be
happy to file something in Launchpad.
Kathy
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
On 1/15/2013 10:26 AM, Bill Erickson wrote:
On Mon, Jan 14, 2013 at 8:38 AM, Joan Kranich
jkran...@cwmars.orgmailto:jkran...@cwmars.org wrote:
Hello,
If you are using the circulation policy field for Minimum Available Copy/Hold
Ratio or Minimum Total Copy/Hold Ratio to prevent renewals on titles with
Holds, can you tell me the ratio you use and how it is working?
Hi Joan,
I'm not personally using the ratio, but I can offer some examples.
In general, the ratio defines the minimum number of available (or existing)
copies required to accommodate active hold requests (on the same record) before
a renewal is allowed.
A ratio value of 1 (1/1) means there has to be at least 1 copy for every hold.
A ratio value of 2 (2/1) means there has to be at least 2 copies for every
hold.
A ratio value of .5 (1/2) means there has to be at least 1 copy for every 2
holds.
A ratio value of .75 (3/4) means there has to be at least 3 copies for every
4 holds.
Etc...
Hope this helps,
-b
--
Bill Erickson
| Senior Software Developer
| phone: 877-OPEN-ILS (673-6457)
| email: ber...@esilibrary.commailto:ber...@esilibrary.com
| web: http://esilibrary.com
| Equinox Software, Inc. / Your Library's Guide to Open Source
--
Bill Erickson
| Senior Software Developer
| phone: 877-OPEN-ILS (673-6457)
| email: ber...@esilibrary.commailto:ber...@esilibrary.com
| web: http://esilibrary.com
| Equinox Software, Inc. / Your Library's Guide to Open Source
[OPEN-ILS-GENERAL] Offline Circulation Transactions
Hi, Can someone tell me the name of the file where offline circulation transactions are stored? Is the file renamed or deleted automatically after completing the upload? We will be processing a lot of Evergreen offline circulation transactions during our migration to Evergreen. I am concerned if something is not processed correctly I may lose the data. We plan to upload and process the files through the client in Offline Transaction Management. We are using 2.2 beta 2. Thanks. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org 508-755-3323 ext. 21
[OPEN-ILS-GENERAL] Pull List Printing
Hi, Is anyone printing their pull list for hold requests to a receipt printer? I can print the list to our Star TSP100 receipt printer but it does not format to the narrow format and therefore a lot of text is cut off. Thanks. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org 508-755-3323 ext. 21
Re: [OPEN-ILS-GENERAL] search for something other than barcode in checkout screen
Hi, We have a training server where I can use the libraries' items and patrons without causing problems. If I am testing on the production server used live by libraries, I usually test using dummy patrons and items. This also allows the freedom of changing permission groups in patron records and org units and circ modifiers in copy records without interfering with library business. On the earlier question about a way to search for an item to check out by something other than the barcode (author, title, record number), we have this ability in our current system and some of our libraries were looking for this type of searching in Evergreen. They have some material that cannot be barcoded and they circulate it using a title. However it can be dangerous circulating material by title if the system does not let staff verify that the correct record was retrieved before performing the checkout. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org 508-755-3323 ext. 21 From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Steve Wills Sent: Monday, February 20, 2012 11:49 PM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] search for something other than barcode in checkout screen This thread raises an interesting dev situation/question. If one is trying to help a library pull Evergreen together and they are in a remote situation, what is the best practice for testing desk functions? I don't happen to have a stack and patrons handy most days. What are the best practices for testing remotely? Do folks have dummy items in their catalog? Is there an extra dummy volume that is barcoded and stored in the shelving location test stack? How do you do it? for my part, for better or worse, I use live items that i know are currently not checked out. In my rural library setting this tends to be safe since I choose titles that have low circ stats. I do, however run the risk that a parton will try and check out my copy of Zen and The Art of Motorcycle Maintenance while I'm using it for testing. While I use this technique for my poor library consortium, I am aware it is not a Best Practice in IT development. What does your development environment look like? Stev3 -Original Message- From: Lori Bowen Ayre [mailto:lori.a...@galecia.com] Sent: Monday, February 20, 2012 10:06 AM To: 'Evergreen Discussion Group' Subject: Re: [OPEN-ILS-GENERAL] search for something other than barcode in checkout screen It seems this is a feature that is only important when you are playing with a demo server sitting at home without library material! Thanks, Thomas. Lori On Sun, Feb 19, 2012 at 1:54 PM, Thomas Berezansky tsb...@mvlc.orgmailto:tsb...@mvlc.org wrote: No, there is no way to do that from the checkout screen. Barcodes only. I am not sure why you would want to, either. If you don't have the item in front of you, why are you checking it out? Thomas Berezansky Merrimack Valley Library Consortium Quoting Lori Bowen Ayre lori.a...@galecia.commailto:lori.a...@galecia.com: From the checkout screen, is there some way to search for a item to check out by something other than the barcode (author, title, record number)? It doesn't appear to be so based on the 2.2 demo system. Lori
Re: [OPEN-ILS-GENERAL] Edit Due Date
I agree with letting the Edit Due Date function remain as is. If staff would like the new due date to count as a renewal then they can use the renew with specific due date option. It is very helpful to have both options available. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org 508-755-3323 ext. 21 From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Geoff Sams Sent: Wednesday, February 08, 2012 8:28 PM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Edit Due Date In version 2.1 there is already an option labeled: Renew with Specific Due Date that would function as you desire. I would prefer myself to see the Edit Due Date function remain as it is myself. Thanks, Geoff Sams Roanoke Public Library 817-491-2691 Chairman North Texas Library Consortium Board From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Karen Daniel Sent: Wednesday, February 08, 2012 4:49 PM To: 'open-ils-general@list.georgialibraries.org' Subject: [OPEN-ILS-GENERAL] Edit Due Date KCLS is wondering if any other site would like the *option* of having the action Edit Due Date count towards the renewal limit of the circulation duration rule used for the original checkout? In other words, if this option was turned on and if staff used Edit Due Date to give an item a new due date and ignore the normal renewal checks, then the action would use up one of the renewals available to that particular patron/item combination. If the option was turned off, then Edit Due Date would behave as it does now. Thanks, Karen Karen Daniel Circulation Coordinator King County Library System 425-369-3471 kar...@kcls.org
Re: [OPEN-ILS-GENERAL] Circ Modifier Count Groups
Hi Tom When I look at https://bugs.launchpad.net/evergreen/+bug/876517 it shows a milestone of Evergreen 2.2.0alpha2 for the Circ Modifier Limits are too limiting. Do you think it is likely that this new design/fix will be in 2.2? Thanks. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org 508-755-3323 ext. 21 -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Thomas Berezansky Sent: Wednesday, November 09, 2011 11:46 AM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Circ Modifier Count Groups Those are very limiting in their current form. The current system only counts checkouts at the circ lib, its descendants, and its ancestors. It also only works if the rule is applied to the most specific rule of those that apply to the circulation when fallthrough is in use. I coded a new version, however, that is awaiting review. It was designed to work well with fallthrough and support much more varied configurations: https://bugs.launchpad.net/evergreen/+bug/876517 Thomas Berezansky Merrimack Valley Library Consortium Quoting Joan Kranich jkran...@cwmars.org: Hi, I am setting up the Circ Modifier Count Groups in the Evergreen Circulation Polices (under Admin|Local in the client). I would like to limit the number of checkouts of a specific circulation modifier across all libraries. For example I would like to set up a limit of a total of 20 DVDs per patron from all owning libraries. If that is not possible then I would limit based on an individual library. Is anyone using Circ Modifier Count Groups in the Evergreen Circulation Polices? Do you have a specific standing penalty set up for controlling the number of checkouts by circulation modifier. I am not finding it to work very well so any advice is welcome. Thanks! Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org 508-755-3323 ext. 21
[OPEN-ILS-GENERAL] Circ Modifier Count Groups
Hi, I am setting up the Circ Modifier Count Groups in the Evergreen Circulation Polices (under Admin|Local in the client). I would like to limit the number of checkouts of a specific circulation modifier across all libraries. For example I would like to set up a limit of a total of 20 DVDs per patron from all owning libraries. If that is not possible then I would limit based on an individual library. Is anyone using Circ Modifier Count Groups in the Evergreen Circulation Polices? Do you have a specific standing penalty set up for controlling the number of checkouts by circulation modifier. I am not finding it to work very well so any advice is welcome. Thanks! Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org 508-755-3323 ext. 21
Re: [OPEN-ILS-GENERAL] Trying to do Overdues.
Thanks Liam for the great information. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org 508-755-3323 ext. 21 From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Whalen, Liam Sent: Tuesday, October 25, 2011 4:12 PM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Trying to do Overdues. This will not send overdue notices to patrons. It will simple create a report that can be emailed to staff, who can then contact patrons about overdue items. In the Staff Client, click the 'Admin' link in the upper right corner: In 'Admin' click the 'Local Administrators' option. In 'Local Administrators' click the 'Reports' option. If you do not have a your Reports folders configured you will need to do so now: http://docs.sitka.bclibraries.ca/Sitka/draft/html/folder.html#report-folder-creating Once you have your folders created, then you click the arrow beside the 'Templates' link in the 'My Folders' section. From here, click on a folder you have setup to store your report templates. There is a link on the right hand side of the screen that says 'Create a new Template for this folder', click that link. This takes you to the reports section. In this section click the 'Sources' drop down menu and choose, the 'Circulation' option. This will cause 'Circulation' to be displayed in the area below the 'Sources' drop down menu. Click the arrow besides 'Circulation' in this display area. This will show you a list of options that can be included in your report, they are ordered alphabetically. Click the 'Patron' option, this will display a number of items in the area to the right of the 'Sources' screen. I'm going to choose the items I used in my report, but you can choose any item you see fit to include in your report. When choosing an item for the report, it is important to look at the 'Data Type' column. If the 'Data Type' is 'link' then you need to look further to find the details you want to display. For instance, under Patron there is a 'Mailing Address' option with a 'Data Type' of link. To get to the Mailing Address details you need to click the the arrow beside 'Patron', which will open up a subset of options to chose from. One of those options is 'Mailing Address' if you click 'Mailing Address' you will now see the actually details for the patrons mailing address displayed to the right. Many of these items have a 'Data Type' of text. Unlike the 'link' data type, the 'text' data type will display useful information in your report. There are other data types that will display useful information. If I come across any while writing this I will make note of them. Ok, back to the report. So, once you have clicked 'Patron' and have the list of items displaying to the right of the 'Sources' screen, you can click double click the 'First Name' option which has a data type of 'text'. This will add 'First Name' to your report. You will see it show up in the 'Display Fields' tab in the bottom section of the screen. After you have double clicked 'First Name' do the same for 'Last Name', 'Daytime Phone', and 'Evening Phone'. Next, click the arrow beside 'Patron', then click the 'Current Library Card' option. In the screen to the right of 'Sources' double click the 'Barcode' option to add the patron's barcode to your report. Now, above the 'Patron' option click the arrow besides 'Circulating Item'. In the items that appear below 'Circulating Item', click the 'Call Number/Volume' option. In the window to the right of 'Sources' click 'Call Number Label' to add the call number to your report. Now, click the 'Circulating Item' link in the 'Sources' window. In the window to the right of Sources, click 'Barcode' to put the item's barcode in your report. There is now a problem with your report. You have two report items named Barcode (the user's barcode and the item's barcode). Click once on the first Barcode in the 'Display Fields' screen. This is the patron's barcode. Then click the 'Alter Display Header' button. This will let you change the name of this field. Change it to Patron Barcode or whatever you feel like. Then click the second Barcode and click 'Alter Display Header' again. Change this Barcode to Item Barcode or whatever your prefer. One last item to add to our report, the Due Date. Click the 'Circulation' link at the top of the tree in the 'Sources' list. Then double click 'Due Date/Time' to add the due date to your report. The Due Date/Time is not a text data type. It is a timestamp data type, which will show you a date and time. If you only want the date to display click the 'Due Date/Time' option in your 'Display Fields' screen, then click the 'Change Transform' button and chose the 'Date' option. Ok, you now have a list of fields for your report
Re: [OPEN-ILS-GENERAL] Trying to do Overdues.
Hi, I am also interested in the process libraries use to send overdue notices and would appreciate the steps. Thanks. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org 508-755-3323 ext. 21 From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Whalen, Liam Sent: Tuesday, October 25, 2011 2:11 PM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Trying to do Overdues. I have created an Evergreen report that can be emailed to our staff that shows a list of overdue items for a specific Org Unit. Would something like that be what you are looking for? If it is, then I can post the steps I took to create the report. Liam Whalen Natural Resources Canada Library / Bibliothèque de Ressources naturelles Canada 615 rue Booth Street, 121, Ottawa, ON Canada K1A 0E9 Telephone / Téléphone : 613-995-4180 lwha...@nrcan-rncan.gc.ca Web: http://www.nrcan.gc.ca/library/ From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Michelle Dyer Sent: October 25, 2011 13:46 To: open-ils-general@list.georgialibraries.org Subject: [OPEN-ILS-GENERAL] Trying to do Overdues. I have been told that you do your overdues by email to your patrons. But I'm here in Maine can't seem to even get a list of overdues. Is there such thing as a list of overdues. I don't have many patrons with email or access to computers except for here so a list rather then automatic email would work better for us. If anyone has hints, ideas, ect.. that would be most welcome. Thanks a bunch Michelle
[OPEN-ILS-GENERAL] Holds Policies
Hi, Can someone explain the first line in the Holds Policies: Strict OU matches? I'm not sure what that means. Thanks. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org
Re: [OPEN-ILS-GENERAL] Star SP200
Thank you Aaron. Your tip about DOS Mode and LPT1 made the difference. I can now print from Evergreen using the SP200 if I use a Parallel cable and set the Evergreen printer settings to DOS. Printing with the USB to Parallel cable does not work. Getting it to print at all is a big step forward. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Aaron Zsembery Sent: Wednesday, July 13, 2011 10:57 AM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Star SP200 I can send you the program I put together to share the printer and map it to LPT1 if you are interested. I have it as a VB project (made in Visual Basic 2010 Express), and a packaged executable. The basics can be found at: http://geekswithblogs.net/dtotzke/articles/26204.aspx Aaron Z Jr. Systems Administrator Pioneer Library System 2557 State Rt. 21 Canandaigua, New York 14424 Phone: (585) 394-8260 From: Joan Kranich jkran...@cwmars.org To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org Sent: Wednesday, July 13, 2011 8:38:49 AM Subject: Re: [OPEN-ILS-GENERAL] Star SP200 Thank you for the information Aaron. We are using a USP to Parellel printer cable so we’ll keep trying. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Aaron Zsembery Sent: Tuesday, July 12, 2011 12:00 PM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Star SP200 There was a bug for the SP200s with Xulrunner 1.9 (which is used in EG 2.x). See: https://bugs.launchpad.net/evergreen/+bug/491537 In 1.6.x, we have ONLY been able to use the SP200 series printers via parallel (The SP200 series printers do not handle HTML and EG will only send plaintext (DOS Mode) to LPT1). We had a library who was using USB to Parallel adapters. They ended up sharing their SP200s (to the network) and mapping them to LPT1 (from the same computer) with NET USE, but it was flaky and they ended up replacing their SP200 printers with SP512s. Aaron Z Jr. Systems Administrator Pioneer Library System 2557 State Rt. 21 Canandaigua, New York 14424 Phone: (585) 394-8260 From: Joan Kranich jkran...@cwmars.org To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org Sent: Tuesday, July 12, 2011 10:39:23 AM Subject: [OPEN-ILS-GENERAL] Star SP200 Hello, Is anyone printing to a Star SP200 receipt printer using Evergreen 2.1? If you can print successfully to the SP200 from Evergreen can you tell me the driver you are using? We have tried the sp212 driver but have not had success. The printer uses a USB connection. Thanks. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org
Re: [OPEN-ILS-GENERAL] Star SP200
Thank you for the information Aaron. We are using a USP to Parellel printer cable so we’ll keep trying. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Aaron Zsembery Sent: Tuesday, July 12, 2011 12:00 PM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Star SP200 There was a bug for the SP200s with Xulrunner 1.9 (which is used in EG 2.x). See: https://bugs.launchpad.net/evergreen/+bug/491537 In 1.6.x, we have ONLY been able to use the SP200 series printers via parallel (The SP200 series printers do not handle HTML and EG will only send plaintext (DOS Mode) to LPT1). We had a library who was using USB to Parallel adapters. They ended up sharing their SP200s (to the network) and mapping them to LPT1 (from the same computer) with NET USE, but it was flaky and they ended up replacing their SP200 printers with SP512s. Aaron Z Jr. Systems Administrator Pioneer Library System 2557 State Rt. 21 Canandaigua, New York 14424 Phone: (585) 394-8260 From: Joan Kranich jkran...@cwmars.org To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org Sent: Tuesday, July 12, 2011 10:39:23 AM Subject: [OPEN-ILS-GENERAL] Star SP200 Hello, Is anyone printing to a Star SP200 receipt printer using Evergreen 2.1? If you can print successfully to the SP200 from Evergreen can you tell me the driver you are using? We have tried the sp212 driver but have not had success. The printer uses a USB connection. Thanks. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org
[OPEN-ILS-GENERAL] Star SP200
Hello, Is anyone printing to a Star SP200 receipt printer using Evergreen 2.1? If you can print successfully to the SP200 from Evergreen can you tell me the driver you are using? We have tried the sp212 driver but have not had success. The printer uses a USB connection. Thanks. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org
Re: [OPEN-ILS-GENERAL] Star SP200
Hi Jason, Yes, I have the printer here and it is a Star SP200. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Jason Boyer Sent: Tuesday, July 12, 2011 11:49 AM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Star SP200 Star's driver page only mentions the SP200 and SP2000 drivers working with serial or parallel connections. Are you sure it's an SP200 model? The full model number should be on the bottom somewhere. Jason -- Jason Boyer, IT Specialist Jackson County Public Library 303 W Second St Seymour, IN 47274 jas...@myjclibrary.org p (812) 522-3412 ext. 227 f (812) 522-5456 On Tue, Jul 12, 2011 at 10:39 AM, Joan Kranich jkran...@cwmars.org wrote: Hello, Is anyone printing to a Star SP200 receipt printer using Evergreen 2.1? If you can print successfully to the SP200 from Evergreen can you tell me the driver you are using? We have tried the sp212 driver but have not had success. The printer uses a USB connection. Thanks. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org
Re: [OPEN-ILS-GENERAL] Receipt printers
Thanks Lynn. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Lynn Floyd Sent: Wednesday, May 11, 2011 11:34 AM To: 'Evergreen Discussion Group' Subject: Re: [OPEN-ILS-GENERAL] Receipt printers We use the Star TSP100 Tear Bar (TSP113) driver for the TSP100's. We have not changed any of the other settings, and we occasionally will get what you are seeing. When we do get this, there is usually something messed up in the Evergreen profile on the machine. I have not traced it completely down to what would be causing the problem. I usually will just delete the profile from the User's folder (C:\Documents and Settings\USER\Application Data\OpenILS\open_ils_staff_client), and then recreate it by re-registering the workstation and then setting the printer up in Evergreen. Lynn Floyd lfl...@andersonlibrary.org Anderson County Library 864-260-4500 x181 http://www.andersonlibrary.org -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Joan Kranich Sent: Wednesday, May 11, 2011 8:30 AM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Receipt printers Hi Lynn, Our Star TSP100 printers are working with Evergreen but the transit slips print a considerable form feed, as if it thinks the paper is 8.5 x 11. I've toggled settings to receipt paper and we've examined the receipt templates. Do your transit slips form feed extra paper at the end? Thanks. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Lynn Floyd Sent: Wednesday, May 04, 2011 9:16 AM To: 'Evergreen Discussion Group' Subject: Re: [OPEN-ILS-GENERAL] Receipt printers We use Star Micronics TSP100ECO. These are USB thermal printers and work great. These are totally Font/html configurable on the receipts. The only minor inconvenience is that if you send something to the printer the print Dialog box comes up, and you have to hit OK for it to actually print. There may be a fix for this but I have yet to have the time to really look in to this. I bought these when our old Star Micronics SP200's would not work with 1.6.1.4. Lynn Floyd lfl...@andersonlibrary.org Anderson County Library 864-260-4500 x181 http://www.andersonlibrary.org -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of George Tuttle Sent: Wednesday, May 04, 2011 8:45 AM To: 'Evergreen Discussion Group' Subject: [OPEN-ILS-GENERAL] Receipt printers Can anyone recommend an affordable, reliable receipt printer that works well with Evergreen's circulation functions? Printers with parallel connections seem problematic -- those with serial connections are impossible. George the Librarian Piedmont Regional Library System Winder, GA
Re: [OPEN-ILS-GENERAL] Receipt printers
Hi Lynn, Our Star TSP100 printers are working with Evergreen but the transit slips print a considerable form feed, as if it thinks the paper is 8.5 x 11. I've toggled settings to receipt paper and we've examined the receipt templates. Do your transit slips form feed extra paper at the end? Thanks. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Lynn Floyd Sent: Wednesday, May 04, 2011 9:16 AM To: 'Evergreen Discussion Group' Subject: Re: [OPEN-ILS-GENERAL] Receipt printers We use Star Micronics TSP100ECO. These are USB thermal printers and work great. These are totally Font/html configurable on the receipts. The only minor inconvenience is that if you send something to the printer the print Dialog box comes up, and you have to hit OK for it to actually print. There may be a fix for this but I have yet to have the time to really look in to this. I bought these when our old Star Micronics SP200's would not work with 1.6.1.4. Lynn Floyd lfl...@andersonlibrary.org Anderson County Library 864-260-4500 x181 http://www.andersonlibrary.org -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of George Tuttle Sent: Wednesday, May 04, 2011 8:45 AM To: 'Evergreen Discussion Group' Subject: [OPEN-ILS-GENERAL] Receipt printers Can anyone recommend an affordable, reliable receipt printer that works well with Evergreen's circulation functions? Printers with parallel connections seem problematic -- those with serial connections are impossible. George the Librarian Piedmont Regional Library System Winder, GA
[OPEN-ILS-GENERAL] Circ Duration Rules
Hello, I am setting my circulation policies and looking at the shrt, normal, and extended values in the circ duration rules. I haven't thought of how the shrt or extended settings would be helpful to our libraries. If your libraries uses the shrt or extended parameters, can you tell me how you find it helpful? Thanks. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org
Re: [OPEN-ILS-GENERAL] Holds Aging
Thanks Mike. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Mike Rylander Sent: Thursday, February 10, 2011 1:34 PM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Holds Aging On Thu, Feb 10, 2011 at 9:16 AM, Joan Kranich jkran...@cwmars.org wrote: Hi, I have another question about Age Holds Protection (Holds Aging). During the period of Age Holds Protection, if the item is checked in at another location and there are holds, does it follow the rule of filling for only the owning library's holds? Example: A Worcester item is within the Age Holds Protection period. It is checked in at Leominster and Leominster has a patron with a hold with a Leominster pickup location. Does the Worcester item fill the Leominster hold, where it is being checked in, or go back to Worcester because the pickup location is not Worcester? It will follow the aging rule and go back to Worcester. This is because age protection affects the potentials list, that is, the copies that can fill the hold, and the copy in question will not be on that list. --miker Thanks. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Jason Etheridge Sent: Wednesday, September 08, 2010 12:04 PM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Holds Aging In our consortium of 72 libraries (live), libraries can place 6-month age protection on their new items. Some choose to use it just for the popular materials, but not things like nonfiction. That's up to library. Both library staff and patrons are happy with this arrangement, since the materials stay with the home library's patrons for that timeframe. Incidentally, you can have settings here other than 3-month and 6-month (and also control how far-reaching they are--system, branch, etc), but these options are global across all libraries. -- Jason Etheridge | VP, Tactical Development | Equinox Software, Inc. / Your Library's Guide to Open Source | phone: 1-877-OPEN-ILS (673-6457) | email: ja...@esilibrary.com | web: http://www.esilibrary.com -- Mike Rylander | VP, Research and Design | Equinox Software, Inc. / The Evergreen Experts | phone: 1-877-OPEN-ILS (673-6457) | email: mi...@esilibrary.com | web: http://www.esilibrary.com
Re: [OPEN-ILS-GENERAL] Holds Aging
Hi, I have another question about Age Holds Protection (Holds Aging). During the period of Age Holds Protection, if the item is checked in at another location and there are holds, does it follow the rule of filling for only the owning library's holds? Example: A Worcester item is within the Age Holds Protection period. It is checked in at Leominster and Leominster has a patron with a hold with a Leominster pickup location. Does the Worcester item fill the Leominster hold, where it is being checked in, or go back to Worcester because the pickup location is not Worcester? Thanks. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Jason Etheridge Sent: Wednesday, September 08, 2010 12:04 PM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Holds Aging In our consortium of 72 libraries (live), libraries can place 6-month age protection on their new items. Some choose to use it just for the popular materials, but not things like nonfiction. That's up to library. Both library staff and patrons are happy with this arrangement, since the materials stay with the home library's patrons for that timeframe. Incidentally, you can have settings here other than 3-month and 6-month (and also control how far-reaching they are--system, branch, etc), but these options are global across all libraries. -- Jason Etheridge | VP, Tactical Development | Equinox Software, Inc. / Your Library's Guide to Open Source | phone: 1-877-OPEN-ILS (673-6457) | email: ja...@esilibrary.com | web: http://www.esilibrary.com
Re: [OPEN-ILS-GENERAL] Open-ils-general Digest, Vol 54, Issue 23
Hello, We have Star SP 200 printers (used with Windows) and use a generic text driver. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Joy Wandrey Sent: Monday, December 13, 2010 12:55 PM To: open-ils-general@list.georgialibraries.org Subject: Re: [OPEN-ILS-GENERAL] Open-ils-general Digest, Vol 54, Issue 23 does anyone know where I might find windows or linux drivers for either of these two receipt printers? Star SP 200 Citizen idp 3550 We have no receipts until/unless we get drivers for them...we have one ubunut machine and one windows 7 machine... thanks, Joy
Re: [OPEN-ILS-GENERAL] Academic Reserves
Hi Dan, Thank you for sharing your workflow using bookbags for course reserves. I've started to create bookbags for our courses. When I share the bookbags they are shared by everyone and that will be a lot of bookbags for students to search through. Have you found a way to limit who has access to the shared bookbags? I was also wondering about when your circ staff log in as a special bookbag user. Does this just give them authorization to create bookbags? Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Dan Scott Sent: Wednesday, December 01, 2010 11:40 PM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Academic Reserves On Wed, Dec 01, 2010 at 10:41:28PM -0500, Art W Rhyno wrote: snip Robin Isard at Algoma has been working on enhancing the bookbag mechanism within Evergreen specifically for reserves and this will add to the options as well. Robin's been pulled into other projects, a common theme for all of us, but I think he hopes to get his enhancements in place before the end of the year. Bookbags are a good temporary measure if nothing else, our previous system was arguably not as flexible for reserves as what bookbags offer out of the box so we haven't had too many transition issues. To add to this, Laurentian is using bookbags (one per course) for the basic purpose of collecting together records of interest for the given course, then pulling those into a relatively basic interface for finding a list of your course reserves. Kevin Beswick is the brains behind this approach, and had developed a nicer UI with features like filtering... but ran into trouble getting it working on IE, and that fell by the wayside in lieu of the work that Robin and Art are doing on their respective pieces. You can see what it looks like by going to our catalogue (http://laurentian.concat.ca) and clicking the Course reserves link on the footer. The course GEOG 3497 is a reasonable example. Our current workflow is roughly: 1. Faculty ask for items to be put on reserve (we have a longstanding tradition of paper forms for this purpose) 2. If the item already exists in our ILS, circ staff log in as a special bookbag user and create a new public bookbag (if necessary) for that course using a course code - professor name naming convention, then add the item to the bookbag 3. If the item needs to be catalogued (professor's personal copy or the like) it gets sent to our technical services department for a rush cataloging job. If we're still using this system on 2.0, we hope to repurpose the brief cataloging form that was developed for acquisitions for this purpose so that circ staff can create the record directly in most cases. 4. On a regular basis, a cron job pulls the list of public bookbags for that user and generates a sqlite database on the server where the little reserves app runs. A PHP script generates the JSON feed that the Dojo Javascript app turns into the grid of course reserves. And... I think that's it.
[OPEN-ILS-GENERAL] Zipcode Statistics
Hello, For libraries currently circulating on Evergreen, are you able to track circulation statistics by the zipcode field in the patron record? I am referring to the zipcode field entered in the patron's address area. Thanks. Joan Joan Kranich C/W MARS Member Services Supervisor 508-755-3323, ext. 21 jkran...@cwmars.org
