[OPEN-ILS-GENERAL] Evergreen 2.8 -> 2.10 upgrade

[Josh Stompro]

Hello, I just wanted to report that we upgraded from 2.8.4 to 2.10.6 with no 
issues yesterday.  I had our catalog down for 2 hours total.  The database 
upgrade only took about 20 minutes to run through all the scripts (excluding 
the reingest steps).  I ran a full reingest last night instead of waiting 
during the DB upgrade.  And just to give an idea of our DB size we migrated 
October 2015 and our DB on disk size is 40GB.  Our normal compressed DB backup 
size is 2.2GB, which dropped to 1.8GB after the upgrade.

A big thank you to everyone that writes release notes, upgrade/install docs and 
code.  The lack of surprise issues has been wonderful.

Josh

Lake Agassiz Regional Library - Moorhead MN larl.org
Josh Stompro | Office 218.233.3757 EXT-139
LARL IT Director | Cell 218.790.2110

Re: [OPEN-ILS-GENERAL] Action::Trigger money_summary

[Josh Stompro]

I have sort of figured it out, but not completely.  The mus.balance_owed is 
being inserted as a value, not as a data structure when it is being fleshed.  
So if I use

Total Account Balance: $[% user.money_summary | format('%.2f')

I get the mus.balanced_owed value for that patron.  

I should have mentioned that I'm doing this on a 2.10.5 system. 

The data dump does show a usr value that equals either the balance_owed or 
total_owed, but from looking at the Field Mapper, I cannot spot what field 
would just have the total owed in the AU object.  I haven't figured out how to 
get the TT Dumper to output keys, so it is a little hard to read.  When I 
remove the "usr.money_summary" field path, that value goes away.  So it is just 
adding in one of the MUS fields instead of the whole thing.  I did notice that 
the Money Summary is the only virtual link with a "might_have" relationship.  
Is that the normal behavior for might_have?

 undef,
 'f',
 '2016-09-07T14:14:58-0500',
 undef,
 'f',
 undef,
 undef,
 undef,
 '154.00'  <--- seems to be the mus.balance_owed value
   ], 'Fieldmapper::actor::user' );

So should I be getting the whole 'Fieldmapper::money::usr_summary object when 
In include usr.money_summary in the environment field path?  Why would my test 
system be behaving incorrectly?  How does it determine which value from mus 
that it is including?  Is that just because balance_owed is the first field 
listed in the id="mus" fieldmapper definition?

If I wanted the mus.total_owed or mus.total_paid, how would I grab those?

Josh Stompro - LARL IT Director


-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Josh 
Stompro
Sent: Tuesday, September 06, 2016 4:30 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Action::Trigger money_summary

Thanks for testing it Jason.  I'll keep poking at it tomorrow to try and figure 
out what I'm doing wrong.

Josh Stompro - LARL IT Director


-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Jason 
Etheridge
Sent: Tuesday, September 06, 2016 4:13 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Action::Trigger money_summary

> Don't you have to include the money.usr_summary object, mus, in the 
> trigger environment before the virtual link will work?

Doesn't look like it.  I added this to the stock "Circ History CSV"
template (easiest one I could find to test with):

Environment:
usr.money_summary

Template:
[% user = target.0.usr %]
[% user.money_summary.total_owed %]

And it worked.

--
Jason Etheridge
| Community and Migration Manager
| Equinox Software - Open Your Library
| 1-877-OPEN-ILS (673-6457)
| ja...@esilibrary.com
| http://www.esilibrary.com

Re: [OPEN-ILS-GENERAL] Action::Trigger money_summary

[Josh Stompro]

Thanks for testing it Jason.  I'll keep poking at it tomorrow to try and figure 
out what I'm doing wrong.

Josh Stompro - LARL IT Director


-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Jason 
Etheridge
Sent: Tuesday, September 06, 2016 4:13 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Action::Trigger money_summary

> Don't you have to include the money.usr_summary object, mus, in the 
> trigger environment before the virtual link will work?

Doesn't look like it.  I added this to the stock "Circ History CSV"
template (easiest one I could find to test with):

Environment:
usr.money_summary

Template:
[% user = target.0.usr %]
[% user.money_summary.total_owed %]

And it worked.

--
Jason Etheridge
| Community and Migration Manager
| Equinox Software - Open Your Library
| 1-877-OPEN-ILS (673-6457)
| ja...@esilibrary.com
| http://www.esilibrary.com

[OPEN-ILS-GENERAL] Action::Trigger money_summary

[Josh Stompro]

Hello, I'm trying to use usr.money_summary to get the value of a patron's 
current total balance owed to use in a notice.  But I'm having trouble getting 
it to work.

I have the following in my A/T environment.
Field Path = "usr.money_summary"

And in my template I have
[%-
user = target.0.usr
-%]

Total Account Balance: $[% user.money_summary.balance_owed | format('%.2f') %]

But I don't get the users total balance_owed when I process the template.

Can anyone spot what I'm doing wrong?

Thanks

Lake Agassiz Regional Library - Moorhead MN larl.org
Josh Stompro | Office 218.233.3757 EXT-139
LARL IT Director | Cell 218.790.2110

[OPEN-ILS-GENERAL] Placing Multiple Holds Efficiently

[Josh Stompro]

Hello Everyone, I'm trying to find out what the most efficient way to place 
title level holds for one patron is, when you have a pile of copies in front of 
you that you want to place the holds on.

This type of situation comes up enough at our branches that staff have been 
asking me if there is a better method.  A customer brings their 15 DVD's to the 
desk that are due and says, "I didn't get a chance to watch these movies, can 
you place me on the hold list so I can have them again later."  These items are 
high demand so they are going to fill other holds which is why the customer 
cannot just check them out again.

The options we know of have many redundant steps, and can take several minutes 
to complete:

1.   Checking the items or scan them into item status list view.  Select 
them all and choose view in catalog.  Then one by one go to each tab and place 
a title level hold, entering the patron's barcode for each tab.

2.   Pull up the patron's account and go to the hold tab.  Click the "Place 
Hold" button and then for each item switch to numeric search, field = item 
barcode and scan in the copy.  Then place a title level hold.

Is there any way for staff to go from a list of copies to a Catalog Temporary 
List, where you can place holds for all the titles in batch?

We have looked at the checking/item status context menu "Request Item" function 
also.  But that will only place copy, recall and force level holds, and doesn't 
allow hold notifications to be enabled.  It may work in a few situations where 
copy holds might work, and no notifications are needed.

Thanks
Josh


Lake Agassiz Regional Library - Moorhead MN larl.org
Josh Stompro | Office 218.233.3757 EXT-139
LARL IT Director | Cell 218.790.2110

Re: [OPEN-ILS-GENERAL] Acquisitions and 13-digit ISBN question

[Josh Stompro]

Hello, I found it.

ACQ_SET_LINEITEM_IDENTIFIER - Allows staff to change the lineitem identifier.

Once you have this permission set for your login, the ISBN field in the PO 
changes to a combobox that allows you to select which ISBN that you want, or 
enter a new ISBN.  I believe that it adds new ISBN's to the bib record when 
they are added, but you should test that if you want to use that feature.

Josh Stompro - LARL IT Director

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Josh 
Stompro
Sent: Thursday, August 18, 2016 4:01 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Acquisitions and 13-digit ISBN question

Hello Mary Jo, I seem to remember this problem.  I think it is a missing 
permission problem.  There is a permission that controls the ability to choose 
which ISBN is used by the PO line item.   I'll try and find details for you.

Josh Stompro - LARL IT Director

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Mary 
Jo Gleason
Sent: Thursday, August 18, 2016 9:56 AM
To: 
open-ils-general@list.georgialibraries.org<mailto:open-ils-general@list.georgialibraries.org>
Subject: [OPEN-ILS-GENERAL] Acquisitions and 13-digit ISBN question

We recently came up on Evergreen 2.10 from Evergreen 2.2.  When we Load Marc 
Order records, and view the PO, the PO has the 10-digit ISBN showing.  Does 
anyone know how to make the 13-digit ISBN show instead of the 10-digit.  I'm 
pretty sure it's because the 10-digit is listed first in the Marc record, but 
our vendor records come over that way and I haven't been able to find a way to 
reorder them on their side.

When we first came up on Evergreen many moons ago, I vaguely remember this same 
thing happening, but don't remember how it was remedied.

Any help would be greatly appreciated.

Thanks,
Mary Jo Gleason
Acquisitions Supervisor

[Mary Jo Gleason]

Re: [OPEN-ILS-GENERAL] Evergreen Acquisitions

[Josh Stompro]

Hello Jennifer, I think that the best you can do is apply a filter on the 
creation time to exclude everything up to the day you want.  But that takes 8 
clicks to do every time, so probably isn't a great solution.

It looks like clicking on the column headings only sorts within the 15 results 
that are displaying.  That is the same way that other paging displays work, 
like the "Notification/Action Trigger" admin UI, so I think that might be a 
limitation of the grid widget that is used behind the scenes.

Josh Stompro - LARL IT Director

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Walz, 
Jennifer
Sent: Thursday, August 18, 2016 12:18 PM
To: Evergreen Discussion Group
Subject: [OPEN-ILS-GENERAL] FW: Evergreen Acquisitions

All -

>From our acquisitions person.   A plea for help.   Can the PO list be sorted?  
> We just upgraded to 2.10.5.

  Any advice is very welcome.

Thanks!

Jennifer
--
Jennifer Walz, MLS - Head of ILS Troubles
Kinlaw Library  - Asbury University
1 Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269
jlw...@asbury.edu<mailto:jlw...@asbury.edu>


From: Bryan, Darlene
Subject: Evergreen Acquisitions

Jennifer,

  I'm working with entering invoices and trying to close out old purchase 
orders because I've gotten behind this summer.  When beginning a search for a 
PO it starts with the oldest first and requires going through several pages in 
order to reach the most recent ones.  Is there a way that they can put the most 
recent lists first and the oldest last?  Is there some way that we can do that 
ourselves?

Thanks,
---Darlene

Darlene Bryan
Asbury University
Kinlaw Library - Acquisitions Supervisor
One Macklem Dr.
Wilmore, KY  40390

Re: [OPEN-ILS-GENERAL] Acquisitions and 13-digit ISBN question

[Josh Stompro]

Hello Mary Jo, I seem to remember this problem.  I think it is a missing 
permission problem.  There is a permission that controls the ability to choose 
which ISBN is used by the PO line item.   I'll try and find details for you.

Josh Stompro - LARL IT Director

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Mary 
Jo Gleason
Sent: Thursday, August 18, 2016 9:56 AM
To: open-ils-general@list.georgialibraries.org
Subject: [OPEN-ILS-GENERAL] Acquisitions and 13-digit ISBN question

We recently came up on Evergreen 2.10 from Evergreen 2.2.  When we Load Marc 
Order records, and view the PO, the PO has the 10-digit ISBN showing.  Does 
anyone know how to make the 13-digit ISBN show instead of the 10-digit.  I'm 
pretty sure it's because the 10-digit is listed first in the Marc record, but 
our vendor records come over that way and I haven't been able to find a way to 
reorder them on their side.

When we first came up on Evergreen many moons ago, I vaguely remember this same 
thing happening, but don't remember how it was remedied.

Any help would be greatly appreciated.

Thanks,
Mary Jo Gleason
Acquisitions Supervisor

[Mary Jo Gleason]

Re: [OPEN-ILS-GENERAL] Holds Go Home

[Josh Stompro]

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] Moving/Renaming Volumes - was Deleting parts map for deleted copies

[Josh Stompro]

Just to reply to myself, I found the asset.merge_record_assets database 
function which seems to cover all the bases, looking through that helped me 
confirm that what I'm doing will work.

http://git.evergreen-ils.org/?p=Evergreen.git;a=blob;f=Open-ILS/src/sql/Pg/999.functions.global.sql;hb=HEAD#l964

Josh Stompro - LARL IT Director

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Josh 
Stompro
Sent: Monday, July 25, 2016 3:37 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Moving/Renaming Volumes - was Deleting parts 
map for deleted copies

Blake or anyone else,

I've finished cleaning up the parts and that went well.  Now I'm looking at a 
list of ~300 volumes (asset.call_number) that have been added with the wrong 
label.  And some of them have several variations of the wrong label for the 
same record and owning lib, so I cannot just rename them all, I need to 
transfer some copy's to different volumes after the first occurrence has been 
renamed.  There are enough of them that I don't want to use the staff client 
since that means looking up 300 volumes.

Are there any gotchas to moving copies to different volumes on the same record? 
 I don't think I need to worry about parts since I'm not moving to a different 
bib record with this fixup.

Would something like this cover it?
  Volume_id is the current call_number.id and existing_volume is the volume on 
the same record to move to.

UPDATE asset.copy SET call_number = existing_volume WHERE call_number = 
volume_id and deleted=false;
UPDATE action.hold_request SET target=existing_volume WHERE target = 
volume_id and hold_type = 'V';
UPDATE action.aged_hold_request SET target=existing_volume WHERE target = 
volume_id and hold_type = 'V';
UPDATE asset.call_number set deleted=true where id = volume_id;

I don't see any asset.uri_call_number_map entries to worry about. Or any 
asset.call_number_note entries.  I've looked through the 
asset.volume.batch.transfer method and Cat/Merge.pm , and I don't see anything 
else that seems to apply.

Thanks

Josh Stompro - LARL IT Director

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Blake 
Henderson
Sent: Thursday, July 21, 2016 2:28 PM
To: 
open-ils-general@list.georgialibraries.org<mailto:open-ils-general@list.georgialibraries.org>
Subject: Re: [OPEN-ILS-GENERAL] Deleting parts map for deleted copies

Josh,

Watch out for 'P' level holds targeting your monograph_part ID's

-Blake-

Conducting Magic

MOBIUS

573-234-4513

877-312-3517
On 7/21/2016 1:37 PM, Josh Stompro wrote:
Hello, I'm working on a parts cleanup project(EG 2.8), and I'm wondering if 
there are any problems with deleting entries from asset.copy_part_map for all 
deleted copies?  I want to purge all the parts that are not being used before I 
start making fixes.  Once I remove the part_map I can remove the 
biblio.monographic_parts that are not currently used by any copies or holds.  
Are there any pitfalls that you know about?

Thanks
Josh

Lake Agassiz Regional Library - Moorhead MN larl.org
Josh Stompro | Office 218.233.3757 EXT-139
LARL IT Director | Cell 218.790.2110

Re: [OPEN-ILS-GENERAL] Moving/Renaming Volumes - was Deleting parts map for deleted copies

[Josh Stompro]

Blake or anyone else,

I've finished cleaning up the parts and that went well.  Now I'm looking at a 
list of ~300 volumes (asset.call_number) that have been added with the wrong 
label.  And some of them have several variations of the wrong label for the 
same record and owning lib, so I cannot just rename them all, I need to 
transfer some copy's to different volumes after the first occurrence has been 
renamed.  There are enough of them that I don't want to use the staff client 
since that means looking up 300 volumes.

Are there any gotchas to moving copies to different volumes on the same record? 
 I don't think I need to worry about parts since I'm not moving to a different 
bib record with this fixup.

Would something like this cover it?
  Volume_id is the current call_number.id and existing_volume is the volume on 
the same record to move to.

UPDATE asset.copy SET call_number = existing_volume WHERE call_number = 
volume_id and deleted=false;
UPDATE action.hold_request SET target=existing_volume WHERE target = 
volume_id and hold_type = 'V';
UPDATE action.aged_hold_request SET target=existing_volume WHERE target = 
volume_id and hold_type = 'V';
UPDATE asset.call_number set deleted=true where id = volume_id;

I don't see any asset.uri_call_number_map entries to worry about. Or any 
asset.call_number_note entries.  I've looked through the 
asset.volume.batch.transfer method and Cat/Merge.pm , and I don't see anything 
else that seems to apply.

Thanks
Josh Stompro - LARL IT Director

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Blake 
Henderson
Sent: Thursday, July 21, 2016 2:28 PM
To: open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] Deleting parts map for deleted copies

Josh,

Watch out for 'P' level holds targeting your monograph_part ID's


-Blake-

Conducting Magic

MOBIUS

573-234-4513

877-312-3517
On 7/21/2016 1:37 PM, Josh Stompro wrote:
Hello, I'm working on a parts cleanup project(EG 2.8), and I'm wondering if 
there are any problems with deleting entries from asset.copy_part_map for all 
deleted copies?  I want to purge all the parts that are not being used before I 
start making fixes.  Once I remove the part_map I can remove the 
biblio.monographic_parts that are not currently used by any copies or holds.  
Are there any pitfalls that you know about?

Thanks
Josh

Lake Agassiz Regional Library - Moorhead MN larl.org
Josh Stompro | Office 218.233.3757 EXT-139
LARL IT Director | Cell 218.790.2110

Re: [OPEN-ILS-GENERAL] Batch deleting records

[Josh Stompro]

Thanks Jason,  I was looking at that function this morning and was thinking, "I 
wonder if Jason already created a script for this... didn't he just release an 
update for the pingest.pl script in the last few months?  I wonder what else is 
there?"  I found your script for deleting copies from a csv file, and the one 
for deleting copies from a copy bucket.  Thanks for the info and for sharing 
your code.

http://git.mvlcstaff.org/?p=jason/evergreen_utilities.git;a=blob;f=perl/copy_delete_from_csv.pl;hb=HEAD


Josh Stompro - LARL IT Director


-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Jason 
Stephenson
Sent: Thursday, June 16, 2016 4:10 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Batch deleting records

On 06/16/2016 05:04 PM, Josh Stompro wrote:
> While we are on this subject.  What is the proper way to delete items, 
> then volumes/call number, bibs via sql?  I’m looking at deleting ~3000 
> withdrawn copies after we grab the ones that are last copies to tell 
> OCLC about.  I would rather not use the staff client since it seems to 
> have problems with that many records at once.

The best way is to use Perl to communicate with the OpenSRF services and to use

OpenILS::Application::Cat::AssetCommon->delete_copy

With the proper options, it will delete empty call numbers and bibs for you as 
well as return a list of holds that need to be retargeted if any copies remain.

--
Jason Stephenson
Assistant Director for Technology Services Merrimack Valley Library Consortium
4 High ST, Suite 175
North Andover, MA 01845
Phone: 978-557-5891
Email: jstephen...@mvlcstaff.org

Please note my new email address.

Re: [OPEN-ILS-GENERAL] Batch deleting records

[Josh Stompro]

While we are on this subject.  What is the proper way to delete items, then 
volumes/call number, bibs via sql?  I’m looking at deleting ~3000 withdrawn 
copies after we grab the ones that are last copies to tell OCLC about.  I would 
rather not use the staff client since it seems to have problems with that many 
records at once.

Is it as simple as:

1.   Marking all the copies deleted (Update asset.copy  set deleted=true 
where status=withdrawn_code)

2.   Updating all asset.call_number entries to deleted=true that have no 
non-deleted copies.

3.   Updating all biblio.record_entries that have no call_numbers.

Is there a db function for this that I can call directly?  I’ve done a little 
bit of searching but I haven’t come up with anything yet.  Blake mentions 
deleting the bibs at the end of his message, so I’m hopeful it is that easy.  I 
think the delete just gets re-written as an update. Any help would be 
appreciated.
Thanks

Josh Stompro - LARL IT Director

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Chris 
Owens
Sent: Thursday, June 16, 2016 2:52 PM
To: open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] Batch deleting records


Thank you all for your advice and words of caution. I would say this is yet 
another reason to prefer the old-fashioned book, but I wouldn't want to sound 
like a luddite.

We will tread lightly.

Chris

Chris Owens
Director
Blanchester Public Library
110 N. Broadway
Blanchester, OH 45107
937-783-3585
937-783-2910 (fax)
cow...@blanlibrary.org<mailto:cow...@blanlibrary.org>


On 6/16/2016 11:47 AM, Blake Henderson wrote:
Chris,

You will need to get a list of record ID's. Record buckets use record ID's.

The easiest way to do that would be a SQL query.

Something like this:

select distinct record, isbn from
(
select record,regexp_replace(value,$$\D$$,,$$g$$) \"isbn\",value from 
metabib.real_full_rec where
record in
(
select record from asset.call_number where
not deleted and
label=$$##URI##$$
)
)
and
tag=$$020$$
and
record not in(select id from biblio.record_entry where deleted)
) as a
where length(isbn) in(10,13)
and
isbn in
( COMMA SEPARATED ISBN LIST )
order by 1;


The above query has a section "COMMA SEPARATED ISBN LIST"  where you will have 
to fill in your list like this:

'4412349854',
'2390340943',
'2390340943345',



This will return record id's that have scoped 856 URLs. If your records do not 
have scoped 856's, then you will need to remove this section of the query:

record in
(
select record from asset.call_number where
not deleted and
label=$$##URI##$$
)
)
and


Once you have your record ID's, then you may as well delete them in SQL (make 
sure the list looks correct)

Delete query:

delete from biblio.record_entry where id in( LIST OF IDS );





-Blake-

Conducting Magic

MOBIUS

573-234-4513

877-312-3517
On 6/16/2016 10:17 AM, Chris Owens wrote:

Is there an "easy" way to get a multiple records (50-75) into a record bucket 
from a list of ISBNs? We are going to have to start deleting eBook records from 
our system given a list of titles with ISBNs. And I am trying to avoid doing it 
record by record.

I appreciate any advice.

Thanks,

Chris

--

Chris Owens
Director
Blanchester Public Library
110 N. Broadway
Blanchester, OH 45107
937-783-3585
937-783-2910 (fax)
cow...@blanlibrary.org<mailto:cow...@blanlibrary.org>

Re: [OPEN-ILS-GENERAL] Billing - excluding migrated replacement costs from new bills

[Josh Stompro]

Michele, I tried out your suggestion, and it worked well.  I created a temp 
table with a list of the circulation id, copy id and bill id, current stop fine 
and stop fine time.  Then I used that data to perform the updates on the 
various tables.

But while I was doing that, I decided to also try just voiding all the migrated 
replacement bills that had no payments made on them, to let the system 
re-generate everything and that also seemed like it works, with the added 
benefit of the bills being linked to the items, so they get removed 
automatically when the item is returned.  I made the same temp table as my 
first try, and used that to set the void fields in money.billings to void out 
the bills.  Then set the stop_fine and stop_fine_time to null for all the 
related circulations.  Then I ran the fine generator which re-generated all the 
fines.  Then I ran the markitemlost action trigger event definition, which 
moved the items to lost and adds the replacement bills.

We have bills that are 6 years old, and some of the item prices have been 
changed since then, we are considering if we are ok with giving customers the 
new lower bill.  If not then we can exclude those from the bill voiding.  But 
that is only ~10% of the migrated bills, so the bulk of them will just work.  
We can also exclude bills that had partial payments pre-migration from being 
voided, so customers may owe less, but never more than they did before.

I wish we would have known this back at migration time, it would have saved us 
a bunch of time to just let the system re-generate all the bills and fines for 
replacement charges from the start.

Josh Stompro - LARL IT Director

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Josh 
Stompro
Sent: Wednesday, May 25, 2016 2:27 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Billing - excluding migrated replacement costs 
from new bills

Michele, Thank you very much, that sounds like a great solution.  We only apply 
a single one time fine after the grace period, so all the circ transactions 
with migrated bills have either MAXFINES or NULL for the stop_fines value.  All 
the nulls correspond with a no_fine recurring_fine_rule for patron types that 
we don’t charge fines.

I’ll try it out and report back.

Josh Stompro - LARL IT Director

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Morgan, Michele
Sent: Wednesday, May 25, 2016 2:09 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Billing - excluding migrated replacement costs 
from new bills

Hi Josh,
What about updating action.circulation.stop_fines to LOST in the migrated circ 
transactions associated with the billed items? If the stop_fines is already 
LOST, they should be skipped by the trigger.
What stop_fines value do those migrated transactions have currently?
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 Wed, May 25, 2016 at 9:37 AM, Josh Stompro 
<stomp...@exchange.larl.org<mailto:stomp...@exchange.larl.org>> wrote:
Hello, we are getting ready to re-start our billing process, and I’m trying to 
figure out how to make sure we don’t double bill those that had migrated 
replacement/lost bills.

When we migrated we requested that our billed items be brought in with checked 
out status, because that is what we were used to in Millennium.  We didn’t 
understand the problem that would cause down the road.  So now I’m seeing that 
if we just run the MarkItemsLost action trigger, customers that had replacement 
bills migrated will get a second bill for the same item, because all the copies 
have a checked out status.  I think we should have brought those all in as lost 
status without an open circ transaction to match up with how Evergreen handles 
things.

All our migrated bills came in as grocery bills that are not directly linked to 
the items.  So the bills have to be removed manually when the items are 
returned, and if the bill is paid, staff have to remember to check in and mark 
the item lost and paid.

So I think I have a few options.

1.   Adjust the json filter file to exclude the copies that have migrated 
bills.  Is it possible to do a not exists subquery in json query?  I need to 
check the money.billable_xact+money.billings for a copy barcode in the 
billings.note field.

2.   Change the status of all the items that were migrated in billed to 
lost and close out the circ so they get excluded that way?

3.   Manually add entries to the action_trigger.events table so those 
circulations would be skipped?

Does anyone have any suggestions?

Thanks
Josh

Lake Agassiz Regional Library - Moorhead MN larl.org<http://larl.org>
Josh Stompro | Office 218.233.3757 EXT-139<tel:218.233.3757%20EXT-139>
LARL IT Director | Cell 218.790.2110

Re: [OPEN-ILS-GENERAL] Evergreen 2.9.3 - 2.10.3 upgrade issues

[Josh Stompro]

Hello Jesse, it might help to know the history of your system.  What version 
you started with and how often you have upgraded?

The 2.9.3-2.10.0_DBError02.jpg issue is because the 
config.z3950_index_field_map table doesn't exist.  So you probably missed a 
schema update in the past.  Maybe something in the 2.5 upgrade?  Looks like the 
2.4.3-2.5.0-upgrade-db.sql includes adding that table.

Maybe you were on 2.4.4 or greater and missed some updates when you moved to 
2.5?

Josh Stompro - LARL IT Director

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Jesse 
McCarty
Sent: Wednesday, June 01, 2016 6:07 PM
To: open-ils-general@list.georgialibraries.org
Subject: [OPEN-ILS-GENERAL] Evergreen 2.9.3 - 2.10.3 upgrade issues

Hello Everyone,

I am working on testing our next upgrade of Evergreen (2.9.3 to 2.10.3) and am 
running into issues with the database upgrade scripts and was wondering if 
anyone had similar issues or insight into what might be happening. I have 
attached screen shots of the errors I have been running into for reference.

The first error occurs when running the 2.9.3-2.10.0 db upgrade script 
(2.9.3-2.10.0_DBError01.jpg) and appears to be informational with no impact on 
the script.

The next issue shows up at the end of the 2.9.3-2.10.0 script 
(2.9.3-2.10.0_DBError02.jpg and 2.9.3-2.10.0_DBError02B.jpg) which appears to 
undo some of the changes it had made/attempted to make, but still appears to 
finish some changes.

The next issue happens when trying to run the 2.01.0-2.10.1 db upgrade script 
and this is as far as I got, since it indicates a rollback and no changes made 
(I did try for kicks to run the 2.10.1-2.10.2 script, which failed as well).

I also noticed that the Reingest that is part of the 2.9.3-2.10.0 script gets 
to a point that requires intervention before conintinueing. The screen hangs 
with a : at the bottom waiting for some input. I typed in q (like quitting vim) 
and it then seemed to continue on as normal and I'm not sure if typing q just 
exited the screen or canceled the work it was going to do.

Any help is greatly appreciated,

Thanks,

Jesse McCarty
City of Burlington
IT Technical Assistant

Re: [OPEN-ILS-GENERAL] Billing - excluding migrated replacement costs from new bills

[Josh Stompro]

Michele, Thank you very much, that sounds like a great solution.  We only apply 
a single one time fine after the grace period, so all the circ transactions 
with migrated bills have either MAXFINES or NULL for the stop_fines value.  All 
the nulls correspond with a no_fine recurring_fine_rule for patron types that 
we don’t charge fines.

I’ll try it out and report back.

Josh Stompro - LARL IT Director

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Morgan, Michele
Sent: Wednesday, May 25, 2016 2:09 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Billing - excluding migrated replacement costs 
from new bills

Hi Josh,
What about updating action.circulation.stop_fines to LOST in the migrated circ 
transactions associated with the billed items? If the stop_fines is already 
LOST, they should be skipped by the trigger.
What stop_fines value do those migrated transactions have currently?
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 Wed, May 25, 2016 at 9:37 AM, Josh Stompro 
<stomp...@exchange.larl.org<mailto:stomp...@exchange.larl.org>> wrote:
Hello, we are getting ready to re-start our billing process, and I’m trying to 
figure out how to make sure we don’t double bill those that had migrated 
replacement/lost bills.

When we migrated we requested that our billed items be brought in with checked 
out status, because that is what we were used to in Millennium.  We didn’t 
understand the problem that would cause down the road.  So now I’m seeing that 
if we just run the MarkItemsLost action trigger, customers that had replacement 
bills migrated will get a second bill for the same item, because all the copies 
have a checked out status.  I think we should have brought those all in as lost 
status without an open circ transaction to match up with how Evergreen handles 
things.

All our migrated bills came in as grocery bills that are not directly linked to 
the items.  So the bills have to be removed manually when the items are 
returned, and if the bill is paid, staff have to remember to check in and mark 
the item lost and paid.

So I think I have a few options.

1.   Adjust the json filter file to exclude the copies that have migrated 
bills.  Is it possible to do a not exists subquery in json query?  I need to 
check the money.billable_xact+money.billings for a copy barcode in the 
billings.note field.

2.   Change the status of all the items that were migrated in billed to 
lost and close out the circ so they get excluded that way?

3.   Manually add entries to the action_trigger.events table so those 
circulations would be skipped?

Does anyone have any suggestions?

Thanks
Josh

Lake Agassiz Regional Library - Moorhead MN larl.org<http://larl.org>
Josh Stompro | Office 218.233.3757 EXT-139<tel:218.233.3757%20EXT-139>
LARL IT Director | Cell 218.790.2110

[OPEN-ILS-GENERAL] Series facet fix from conference.

[Josh Stompro]

Hello All, I was notified by Brent Mills (Sage) on IRC that one of the 
presentations at the conference covered fixing the issue with the series facet 
where the 490 subfield v is included.  So instead of one entry for the series, 
you get one entry per volume of the series.  I just wanted to bring it up here 
in case anyone is searching for it in the future.  I would be for this just 
being included in the default system, but I'm not a cataloger so I don't know 
if this is generally applicable or not.

The presentation was Metadata Abattoir by Mike Rylander
https://evergreen-ils.org/wp-content/uploads/2015/11/eg16-Prime-cuts.pdf

Our 490a data wasn't all uniform, the space before the semicolon is missing in 
many cases, so I adjusted the regexp from " ;.*" to ";.*" so more of our 490's 
would get fixed without needing to modify the marc data.

We also have a bunch of 490 entries that leave out the semicolon, so I either 
need to fix the marc for all of those, or find out how to not include the 490v 
in the first place.  I need to learn much more about xpath and mods before I 
can figure that out though. (oh, looks like Mike explained how to do that back 
in 2012 - http://markmail.org/message/l7cfk7fcj2xmw27t - sweet!)

A reingest is needed after the new normalizer is specified before you will see 
changes in the facet data.  I used the following to only reingest the records 
that contained a semicolon in the series facet, limited to 9000 records in a 
batch.

select metabib.reingest_metabib_field_entries(source) from metabib.facet_entry 
where field=1 and value ~ ';.*$' limit 9000;
Thanks
Josh

Lake Agassiz Regional Library - Moorhead MN larl.org
Josh Stompro | Office 218.233.3757 EXT-139
LARL IT Director | Cell 218.790.2110

[OPEN-ILS-GENERAL] Billing - excluding migrated replacement costs from new bills

[Josh Stompro]

Hello, we are getting ready to re-start our billing process, and I'm trying to 
figure out how to make sure we don't double bill those that had migrated 
replacement/lost bills.

When we migrated we requested that our billed items be brought in with checked 
out status, because that is what we were used to in Millennium.  We didn't 
understand the problem that would cause down the road.  So now I'm seeing that 
if we just run the MarkItemsLost action trigger, customers that had replacement 
bills migrated will get a second bill for the same item, because all the copies 
have a checked out status.  I think we should have brought those all in as lost 
status without an open circ transaction to match up with how Evergreen handles 
things.

All our migrated bills came in as grocery bills that are not directly linked to 
the items.  So the bills have to be removed manually when the items are 
returned, and if the bill is paid, staff have to remember to check in and mark 
the item lost and paid.

So I think I have a few options.

1.   Adjust the json filter file to exclude the copies that have migrated 
bills.  Is it possible to do a not exists subquery in json query?  I need to 
check the money.billable_xact+money.billings for a copy barcode in the 
billings.note field.

2.   Change the status of all the items that were migrated in billed to 
lost and close out the circ so they get excluded that way?

3.   Manually add entries to the action_trigger.events table so those 
circulations would be skipped?

Does anyone have any suggestions?

Thanks
Josh

Lake Agassiz Regional Library - Moorhead MN larl.org
Josh Stompro | Office 218.233.3757 EXT-139
LARL IT Director | Cell 218.790.2110

[OPEN-ILS-GENERAL] Opac Visibility Issues - asset.opac_visible_copies was: 856 9 - for suppression - timing

[Josh Stompro]

Hello, I figured out what our problem was.  We had bad data in 
asset.opac_visible_copies, I think it was from our test load maybe.  So we had 
some records that had no visible copies (only one copy that was marked not 
visibible) that had 6 entries in the asset.opac_visible_copies table.  So no 
matter what I did, I couldn't get it to not show up in the catalog search 
results.

To fix it I followed the notes from commit c1155bee5400 [1], which say to run 
"SELECT asset.refresh_opac_visible_copies_mat_view();" to clear and rebuild the 
table.

After fixing this we don't need to even bother with the 856 hiding trick, it 
just works like we would expect now.  If there are no visible copies, the bib 
is hidden also.

If there are any migration checklists out there, this should get added to them.

1 - 
http://git.evergreen-ils.org/?p=Evergreen.git;a=commit;h=c1155bee540027de270580a6a6c1d6078bbd478f


Josh Stompro - LARL IT Director

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Josh 
Stompro
Sent: Thursday, May 19, 2016 4:32 PM
To: open-ils-general@list.georgialibraries.org
Subject: [OPEN-ILS-GENERAL] 856 9 - for suppression - timing

Hello, we have been using the trick of using 856 subfield 9 set to a non 
visible org unit to try to suppress certain records from the catalog and z39.50 
results.  I think it works, but whenever I try and test it I cannot get it to 
work immediately.  I'm assuming that the visibility of the record is cached 
somehow?  Is the cached data that causes the delay located in the memcached 
server?  Can anyone give me pointers of what to look for if I want to try and 
clear it out manually by querying the memcache server?

Thanks
Josh

Lake Agassiz Regional Library - Moorhead MN larl.org
Josh Stompro | Office 218.233.3757 EXT-139
LARL IT Director | Cell 218.790.2110

[OPEN-ILS-GENERAL] 856 9 - for suppression - timing

[Josh Stompro]

Hello, we have been using the trick of using 856 subfield 9 set to a non 
visible org unit to try to suppress certain records from the catalog and z39.50 
results.  I think it works, but whenever I try and test it I cannot get it to 
work immediately.  I'm assuming that the visibility of the record is cached 
somehow?  Is the cached data that causes the delay located in the memcached 
server?  Can anyone give me pointers of what to look for if I want to try and 
clear it out manually by querying the memcache server?

Thanks
Josh

Lake Agassiz Regional Library - Moorhead MN larl.org
Josh Stompro | Office 218.233.3757 EXT-139
LARL IT Director | Cell 218.790.2110

Re: [OPEN-ILS-GENERAL] Self Check / ILL issue - Blocking checkout

[Josh Stompro]

Hello Michele,

We did look at that also, but we would like to keep using the normal process of 
placing items in transit to the branch where they are needed, and then hold 
shelf procedure, even if the items are kept behind the desk.  Going into 
transit would still work though, but what would happen once the item arrives 
and gets checked in?  I would think the status would change to on holdshelf 
from the ILL status.

We are a consolidated system with a central ILL department that handles 
requests for our 22 locations.  So the incoming ILL items always come in to our 
central location and get added to the system by our ILL staff member.  Then she 
places the hold and sends the item out to the patron’s pickup location.  So our 
branches are not handling incoming ILL’s directly from the sending organization.

Josh Stompro - LARL IT Director

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Morgan, Michele
Sent: Wednesday, April 06, 2016 2:51 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Self Check / ILL issue - Blocking checkout

Josh,
Have you considered using a different status for the ILL items?
We have the library setting "Selfcheck override events list" configured to 
automatically override the COPY_NOT_AVAILABLE block. But we also have the 
library setting "Block copy checkout status" configured to prevent checkout of 
some individual statuses.
You could give these items the ILL status, and block self checkout for that 
status using the library settings.
Hope this helps,
Michele

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


On Wed, Apr 6, 2016 at 3:27 PM, Thomas Berezansky 
<tsb...@mvlc.org<mailto:tsb...@mvlc.org>> wrote:
For reference:

I had thoughts about creating a "origin type" like field in the circ matrix 
"Staff", "OPAC", "Selfcheck", etc. Then you could set rules based on that to 
say "Staff can renew this, but you can't OPAC renew this" and "this can't be 
checked out at a selfcheck,". Add in an option on accounts in SIPServer for 
what context to use and you could have that context be different across SIP2 
users.

The use cases I have heard are all similar to "A game case (with barcode on the 
outside per delivery rules) sits on the shelf, but the disk/cartridge/whatever 
is actually behind the reference desk".


Quoting Elaine Hardy 
<eha...@georgialibraries.org<mailto:eha...@georgialibraries.org>>:
Josh,

I don't think this is ​a problem for a software solution. I think it is
best solved by ILL workflow changes and staff education.

In PINES, ILL staff are instructed to check the item out to the patron when
they create the pre-cat record so that the due date is set correctly. As
you mentioned, it doesn't matter when the patron picks up the item, it is
still due back to the lending library at their set date. ILL staff are also
instructed to renew the item so that it cannot be renewed by the patron.
(We don't have a circ modifier expressly for ILLs, since initially, you
could not choose a circ modifier for a pre-cat. We should add one but it
hasn't been on my radar to do so and PINES libraries haven't asked for one).

The item also generally has a book strap that identifies it as an ILL item
so that it can be correctly handled on check out and return (provided the
patron leaves the strap on).

I don't know if self checkout differs, but if I try to check out, in the
client, an item already checked out to me, I get an error message telling
me that. I still would not want the item to go to the holds shelf since I
would want the patron to be verbally told the due date and any other
information. Having ILL staff check the item out may solve the self check
problem if it does inadvertently get placed there.

Elaine



J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 150
Atlanta, GA 30045

404.235.7128 Office
404.548.4241 Cell
404.235.7201 FAX

On Wed, Apr 6, 2016 at 2:21 PM, Josh Stompro 
<stomp...@exchange.larl.org<mailto:stomp...@exchange.larl.org>>
wrote:
Thanks for the idea been.  I am referring to the web based self check, I
should have clarified that.
Josh

Josh Stompro - LARL IT Director


-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: Wednesday, April 06, 2016 11:40 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Self Check / ILL issue - Blocking checkout

Presuming you mean the Evergreen web selfcheck, I could only think of a
workaround approach like follows:

If you were to designate the workstation for the selfcheck to be a
different 

Re: [OPEN-ILS-GENERAL] Self Check / ILL issue - Blocking checkout

[Josh Stompro]

Thanks for the idea been.  I am referring to the web based self check, I should 
have clarified that.
Josh

Josh Stompro - LARL IT Director


-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Ben 
Shum
Sent: Wednesday, April 06, 2016 11:40 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Self Check / ILL issue - Blocking checkout

Presuming you mean the Evergreen web selfcheck, I could only think of a 
workaround approach like follows:

If you were to designate the workstation for the selfcheck to be a different 
org unit (like an opac invisible child unit of the parent library), then 
include a circ policy in circ_matrix_matchpoint that says, don't circ items of 
a particular copy location (the ILL one) or circ modifier (if you have an ILL 
circ mod?), but leave the rest to fallthrough back up to the parent org unit 
rules, then the selfcheck could function differently with regards to those 
materials.

Otherwise, I've found it more common that staff wanted items to be completely 
restricted and not allowed for checkout (i.e. circulate = false on the item or 
copy location levels) and to deal with it at the desk as you hint would be 
burdensome.

Some development required maybe if we want to avoid any crazy workarounds like 
the one I posit above.

And if you're talking about SIP2-based selfchecks, that's a whole other ball 
game entirely

Just thinking aloud, hope some of that might prove helpful.

-- Ben

On Wed, Apr 6, 2016 at 12:02 PM, Josh Stompro <stomp...@exchange.larl.org> 
wrote:
> Hello Everyone,
>
>
>
> My coworker is working on an issue with out of state ILL items, that 
> we always want to have due on a specific date, even when the customer 
> doesn’t pickup the item right away.  And she has been trying to figure 
> out if there is a way to block a specific item from being checked out 
> at the self check, but allow it to be checked out by staff without using an 
> override.
>
>
>
> With these items we don’t want them to go on the holdshelf, since we 
> need staff to read the documentation attached and set a specific due 
> date.  But they will accidentally get placed on the hold shelf, so we 
> would like the self checks to not process the checkouts.
>
>
>
> I’ve looked at hard due dates documentation, but that doesn’t seem 
> like it would since this situation isn’t what it was designed for.  We 
> have also looked at using item alerts, but blocking based on the alert 
> event would affect too many users negatively in our system since we 
> use the alerts for situations that don’t require a checkout to be blocked.
>
>
>
> We would like to avoid setting the items to non-circulate since that 
> would require staff to override, which we don’t want to be a common 
> occurrence that staff get used to.
>
>
>
> If something to address this doesn’t already exist, would anyone else 
> find it useful to be able to block checkouts at the self check for 
> specific items, but allow the checkout for staff users without an 
> override?  Maybe the self check could block based on a list of 
> circ_modifiers?  If something like this may be useful to more than one 
> location, it might make a good enhancement.
>
>
>
> Thanks
>
> Josh
>
>
>
> Lake Agassiz Regional Library - Moorhead MN larl.org
>
> Josh Stompro | Office 218.233.3757 EXT-139
>
> LARL IT Director | Cell 218.790.2110
>
>

[OPEN-ILS-GENERAL] Self Check / ILL issue - Blocking checkout

[Josh Stompro]

Hello Everyone,

My coworker is working on an issue with out of state ILL items, that we always 
want to have due on a specific date, even when the customer doesn't pickup the 
item right away.  And she has been trying to figure out if there is a way to 
block a specific item from being checked out at the self check, but allow it to 
be checked out by staff without using an override.

With these items we don't want them to go on the holdshelf, since we need staff 
to read the documentation attached and set a specific due date.  But they will 
accidentally get placed on the hold shelf, so we would like the self checks to 
not process the checkouts.

I've looked at hard due dates documentation, but that doesn't seem like it 
would since this situation isn't what it was designed for.  We have also looked 
at using item alerts, but blocking based on the alert event would affect too 
many users negatively in our system since we use the alerts for situations that 
don't require a checkout to be blocked.

We would like to avoid setting the items to non-circulate since that would 
require staff to override, which we don't want to be a common occurrence that 
staff get used to.

If something to address this doesn't already exist, would anyone else find it 
useful to be able to block checkouts at the self check for specific items, but 
allow the checkout for staff users without an override?  Maybe the self check 
could block based on a list of circ_modifiers?  If something like this may be 
useful to more than one location, it might make a good enhancement.

Thanks
Josh

Lake Agassiz Regional Library - Moorhead MN larl.org
Josh Stompro | Office 218.233.3757 EXT-139
LARL IT Director | Cell 218.790.2110

Re: [OPEN-ILS-GENERAL] Missing item check-in - handling holds

[Josh Stompro]

Michele,

Thanks for the suggestion.  We will look into trying this out.

Josh Stompro - LARL IT Director

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Morgan, Michele
Sent: Wednesday, March 30, 2016 10:05 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Missing item check-in - handling holds

Josh,
To avoid the issues with Missing copies not capturing holds, we changed the 
config.copy_status.holdable flag for the Missing status to TRUE. This means 
that items with status Missing get entries in the hold_copy_map and can be 
captured when checked in.
We did this with a handful of the more transient statuses that were not 
holdable by default and that has worked well to help with the checkin issues.

It's true that making these statuses holdable can result in holds being placed 
on records with no items currently available, but we provide reports to help 
our libraries follow up on these.
That said, I like your idea of attacking the problem based on the copy that's 
being checked in without forcing all that retargeting.

Hope this helps,
Michele

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


On Fri, Mar 25, 2016 at 11:48 AM, Josh Stompro 
<stomp...@exchange.larl.org<mailto:stomp...@exchange.larl.org>> wrote:
Hello, does anyone have any suggestions with how to best handle missing/lost 
items with holds at check-in?  What I think is happening is that the missing 
items don’t have any entries in action.hold_copy_map since they were not 
holdable.  Now that they are available again, there will be no entries in the 
hold copy map until the first hold gets retargeted.  So the check-in either 
sends the item to re-shelving or in-transit back to the circ lib, even though 
there may be holds waiting locally or at a closer location than the circ lib.

The copy will show up on the pull list after at least one of the holds gets 
retargeted, but it won’t necessarily be the correct hold that is next in line 
until 24 hours later.

The work arounds that I know of are to use the Retarget Local Holds & Retarget 
all statuses check in modifiers, which will help if there are any local holds.  
But if there are no local holds then this won’t address the issue.  The second 
work around is to manually select holds to retarget from the holds list.

Has anyone worked out a way for this to happen automatically, so that at a 
status change from a non-holdable to holdable status the copy gets added to the 
hold copy map for all active holds, so opportunistic capture works with the 
expected results without needing work arounds?

I’ve looked at the check-in modifiers that tsbere added, looking to see how 
feasible it would be to have a “Retarget All Holds” mode, which looks possible, 
but could lead to long pauses during check-in while all the holds are 
re-targeted for titles with many holds.  Or maybe the re-target local holds 
could have a depth setting, so it would grab all the holds in a branch or 
system, or consortium.

I wonder if it would be possible to attack the problem based on the copy vs 
calling the retarget function for each hold?  I wonder if a simpler process 
would work, one that just tries to add the copy to the hold copy map for each 
hold, without trying to figure out which hold should have the current_copy set 
to that copy.  Then the opportunistic capture process can make the final 
decision.   But I guess that could delay capture unnecessarily if stalling is 
in use.  Or maybe stalling could be ignored when no holds are targeting a copy.

Thanks
Josh

Lake Agassiz Regional Library - Moorhead MN larl.org<http://larl.org>
Josh Stompro | Office 218.233.3757 EXT-139<tel:218.233.3757%20EXT-139>
LARL IT Director | Cell 218.790.2110

Re: [OPEN-ILS-GENERAL] Email Notices, Action Trigger, Monograph Part information

[Josh Stompro]

Michele, if you want to skip the loop, this also seems to work. 
“circ.target_copy.parts.0.part.label”

This adds the part label surrounded by parentheses to the end of the Title line 
if it exists, and doesn’t add a trailing space when it doesn’t exists.

Title: [[% circ.target_copy.circ_modifier.name %]] [% copy_details.title %][% 
GET ' (' _ circ.target_copy.parts.0.part.label _ ')' IF 
circ.target_copy.parts.0.part.label %]

The output looks like this on our system:
Title: [Magazine] Garden gate, 2016 (FEB)

I see that the FM parts linking says that a target_copy can have multiple 
mapping entries, but I don’t see how that would be setup or used.  You can only 
enter one part for a copy as far as I can see.

Josh Stompro - LARL IT Director

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Morgan, Michele
Sent: Thursday, March 10, 2016 10:00 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Email Notices, Action Trigger, Monograph Part 
information

Josh,
We do include part information on notices. In the trigger environment, we added:

target_copy.parts.part
For the call number in the at_template, we have:

Call Number: [% circ.target_copy.call_number.prefix.label %] [% 
circ.target_copy.call_number.label %] [% FOR part IN circ.target_copy.parts 
%][% part.part.label %][% END %]
Not sure if this is the best approach, but it gets the job done.
Hope this helps,
Michele

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


On Thu, Mar 10, 2016 at 10:40 AM, Josh Stompro 
<stomp...@exchange.larl.org<mailto:stomp...@exchange.larl.org>> wrote:
Hello, does anyone include monograph_part information in their notices?  I 
would like to include this information in Hold Pickup, Courtesy, Overdue and 
Bill notices, to make it easier for customers to know which item they need to 
find.  Is there already a method to do this?

There doesn’t seem to be a fieldmapper link from a copy to its part 
information.  So I wonder if a TT helper would be needed?  Or would it be 
reasonable to add a virtual field to the Asset::Copy object that generates a 
link to the monographic_part information?

Thanks
Josh

Lake Agassiz Regional Library - Moorhead MN larl.org<http://larl.org>
Josh Stompro | Office 218.233.3757 EXT-139<tel:218.233.3757%20EXT-139>
LARL IT Director | Cell 218.790.2110

[OPEN-ILS-GENERAL] Missing item check-in - handling holds

[Josh Stompro]

Hello, does anyone have any suggestions with how to best handle missing/lost 
items with holds at check-in?  What I think is happening is that the missing 
items don't have any entries in action.hold_copy_map since they were not 
holdable.  Now that they are available again, there will be no entries in the 
hold copy map until the first hold gets retargeted.  So the check-in either 
sends the item to re-shelving or in-transit back to the circ lib, even though 
there may be holds waiting locally or at a closer location than the circ lib.

The copy will show up on the pull list after at least one of the holds gets 
retargeted, but it won't necessarily be the correct hold that is next in line 
until 24 hours later.

The work arounds that I know of are to use the Retarget Local Holds & Retarget 
all statuses check in modifiers, which will help if there are any local holds.  
But if there are no local holds then this won't address the issue.  The second 
work around is to manually select holds to retarget from the holds list.

Has anyone worked out a way for this to happen automatically, so that at a 
status change from a non-holdable to holdable status the copy gets added to the 
hold copy map for all active holds, so opportunistic capture works with the 
expected results without needing work arounds?

I've looked at the check-in modifiers that tsbere added, looking to see how 
feasible it would be to have a "Retarget All Holds" mode, which looks possible, 
but could lead to long pauses during check-in while all the holds are 
re-targeted for titles with many holds.  Or maybe the re-target local holds 
could have a depth setting, so it would grab all the holds in a branch or 
system, or consortium.

I wonder if it would be possible to attack the problem based on the copy vs 
calling the retarget function for each hold?  I wonder if a simpler process 
would work, one that just tries to add the copy to the hold copy map for each 
hold, without trying to figure out which hold should have the current_copy set 
to that copy.  Then the opportunistic capture process can make the final 
decision.   But I guess that could delay capture unnecessarily if stalling is 
in use.  Or maybe stalling could be ignored when no holds are targeting a copy.

Thanks
Josh

Lake Agassiz Regional Library - Moorhead MN larl.org
Josh Stompro | Office 218.233.3757 EXT-139
LARL IT Director | Cell 218.790.2110

Re: [OPEN-ILS-GENERAL] Hold Stalling at Cataloging/Delivery

[Josh Stompro]

In the best hold selection sort order query there is a where clause that uses 
both the checkin lib to pickup lib, and circ lib to pickup lib to determine if 
a hold that is newer than the stalling period should still be included in the 
sort.
http://git.evergreen-ils.org/?p=Evergreen.git;a=blob;f=Open-ILS/src/perlmods/lib/OpenILS/Application/Storage/Publisher/action.pm#l574
AND (AGE(NOW(),h.request_time) >= CAST(? AS INTERVAL) OR hm.proximity = 0 OR 
p.prox = 0)

Maybe there is more stalling logic in a different place though, that excludes 
the holds that match the circ lib of the copy?  Or maybe I'm not reading that 
correctly?

So we were seeing a few holds that had been retargeted after the time that the 
copy circ lib was changed from our Cataloging OU to one of our branch OU's 
being picked up and selected for capture because the hold map proximity was 
updated to  0, which bypassed the stalling time check.  It was strange because 
it wasn't the oldest hold at that location, just the one that happened to have 
been retargeted at the right time.

Josh Stompro - LARL IT Director


-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Thomas 
Berezansky
Sent: Friday, March 18, 2016 10:45 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Hold Stalling at Cataloging/Delivery

I thought stalling only compared pickup library and checkin library, not item 
owning/circ library at either end (though the latter could apply for hold 
ordering reasons otherwise).

When the copy goes back to the circ lib and is checked in post-transit it will 
then do a stalling-free check of local holds there as well, so perhaps that is 
what you are seeing? "It didn't capture, send it home, then when it gets home 
it captures for something at home"?

Quoting Josh Stompro <stomp...@exchange.larl.org>:

> Hello All, I just figured out that a bunch of our strange holds 
> behavior can be blamed on having hold stalling enabled for our 
> Cataloging/Delivery org unit.  We just enabled the stalling at the 
> consortium level to start with, didn't realize the issues it would 
> cause for certain locations.
>
> The hold stalling was preventing newly cataloged items from filling 
> holds at checkin that were less than 3 days old(Our stalling 
> interval), with a twist of allowing the hold if the copy circ lib = 
> hold pickup lib  if the hold happened to have been retargeted between 
> the time the copy circ lib was changed, because the 
> action.hold_copy_map is consulted.  This doesn't make sense for us 
> since we don't use a Best Hold Selection Sort Order that uses 
> action.hold_copy_map.priority.  I should just mention that we do the 
> initial check in of in-process items in cataloging so we get a routing 
> slip to send the item where it needs to go.  Our items don't have any 
> location specific info on them since we float everything.
>
> So a bunch of new holds in our system would be skipped, and the holds 
> for another system were targeted first because they were older than 
> our stalling interval.  And then occasionally a hold would be picked 
> up if it was retargeted between the time the copy circ lib was changed 
> and it was checked in.  This didn't happen all that often, but when it 
> did it was very confusing.
>
> We only use p.prox (copy checkin library to hold pickup library) in 
> our opportunistic hold sort.  We don't want the hold copy map 
> proximity consulted because we use proximity adjustments to modify it 
> for hold targeting, so certain locations always get targeted first.  
> But we don't want certain locations prioritized in the same way for 
> opportunistic capture.
>
> The fact that both the proximity between the checking location and 
> hold pickup location, and the proximity between the copy circ lib and 
> pickup location is looked at for determining which holds are effected 
> by stalling was unknown to me.  I still haven't wrapped my mind around 
> that yet.  It seems like it might cause odd results when
> items are being checked in at locations other that their circ lib.   
> If the point of stalling is to reduce transits, then why not only 
> consult the checkin lib to pickup lib proximity?  Maybe it is because 
> the copy will be sent back to the circ lib if it isn't captured, so 
> might as well target holds there also to save a step?
>
> I believe that setting the stalling to zero for our cataloging 
> location will bypass the retarget time dependent issues.
>
> Lake Agassiz Regional Library - Moorhead MN larl.org
> Josh Stompro | Office 218.233.3757 EXT-139
> LARL IT Director | Cell 218.790.2110


--
Thomas Berezansky
Assistant Network Administrator
Merrimack Valley Library Consortium
4 High ST, Suite 175
North Andover, MA 01845
Phone: 978-557-8161

[OPEN-ILS-GENERAL] Hold Stalling at Cataloging/Delivery

[Josh Stompro]

Hello All, I just figured out that a bunch of our strange holds behavior can be 
blamed on having hold stalling enabled for our Cataloging/Delivery org unit.  
We just enabled the stalling at the consortium level to start with, didn't 
realize the issues it would cause for certain locations.

The hold stalling was preventing newly cataloged items from filling holds at 
checkin that were less than 3 days old(Our stalling interval), with a twist of 
allowing the hold if the copy circ lib = hold pickup lib  if the hold happened 
to have been retargeted between the time the copy circ lib was changed, because 
the action.hold_copy_map is consulted.  This doesn't make sense for us since we 
don't use a Best Hold Selection Sort Order that uses 
action.hold_copy_map.priority.  I should just mention that we do the initial 
check in of in-process items in cataloging so we get a routing slip to send the 
item where it needs to go.  Our items don't have any location specific info on 
them since we float everything.

So a bunch of new holds in our system would be skipped, and the holds for 
another system were targeted first because they were older than our stalling 
interval.  And then occasionally a hold would be picked up if it was retargeted 
between the time the copy circ lib was changed and it was checked in.  This 
didn't happen all that often, but when it did it was very confusing.

We only use p.prox (copy checkin library to hold pickup library) in our 
opportunistic hold sort.  We don't want the hold copy map proximity consulted 
because we use proximity adjustments to modify it for hold targeting, so 
certain locations always get targeted first.  But we don't want certain 
locations prioritized in the same way for opportunistic capture.

The fact that both the proximity between the checking location and hold pickup 
location, and the proximity between the copy circ lib and pickup location is 
looked at for determining which holds are effected by stalling was unknown to 
me.  I still haven't wrapped my mind around that yet.  It seems like it might 
cause odd results when items are being checked in at locations other that their 
circ lib.  If the point of stalling is to reduce transits, then why not only 
consult the checkin lib to pickup lib proximity?  Maybe it is because the copy 
will be sent back to the circ lib if it isn't captured, so might as well target 
holds there also to save a step?

I believe that setting the stalling to zero for our cataloging location will 
bypass the retarget time dependent issues.

Lake Agassiz Regional Library - Moorhead MN larl.org
Josh Stompro | Office 218.233.3757 EXT-139
LARL IT Director | Cell 218.790.2110

[OPEN-ILS-GENERAL] ACQ - EDI - Canceled orders - removing on order items?

[Josh Stompro]

Hello, we recently were able to have canceled line items from Baker 
start registering in our system by adding a missing cancel reason code that B 
was sending back in their EDI responses[1].  Our cataloger just noticed that 
the line items that get canceled via EDI don't remove the on order items 
though.  This does happen when she manually marks a line item as canceled.

I'm wondering if this is expected behavior or if I'm still missing a setup step 
to have line items automatically canceled via EDI?

Can someone else that uses EDI and on-order records let me know what behavior 
they see?

Thanks
Josh

1 - https://bugs.launchpad.net/evergreen/+bug/1550495


Lake Agassiz Regional Library - Moorhead MN larl.org
Josh Stompro | Office 218.233.3757 EXT-139
LARL IT Director | Cell 218.790.2110

Re: [OPEN-ILS-GENERAL] Self Check - disable Print List on checkout screen

[Josh Stompro]

Grace, thank you for mentioning this, we have had some conversations here about 
the self check receipts also, about the two buttons for logging out, with a 
receipt and without a receipt.

I know we are not funding this development and don’t really have a say in what 
gets done, but I just want to put this out there.  Maybe there is an 
opportunity for co funding where we could help with this if our goals are close 
enough?

What we would like to see is one logout button on the self checks to simplify 
the interface.

The first time someone uses the self check and logs out, they would be 
presented with the receipt options, a big easy to use pop over window with Big 
buttons for selecting the options. (we use touch screens for our self checks).  
They could choose “Never print a receipt”, “Always Print a Receipt”, “Email me 
receipt”, “Text/SMS Receipt”, “Post My Receipt to Twitter/Facebook”, “Always 
Ask” etc.  Whatever they choose would be stored as a user setting in their 
account, so the next time they wouldn’t be prompted for their preference.

If someone needed to change their preference later, they could talk to staff to 
have the setting changed in their account.  I don’t really want to add another 
button to the self check for changing the preference.  But I could see the 
argument for making it self service.

It has been our experience that some people always want a receipt, and some 
people never want a receipt. There are not many that want to choose each time.  
So after the first interaction, they wouldn’t be asked again, unless they pick 
the “Always Ask” option.  This would remove a choice that the user needs to 
make every time, and streamline the process.

I look forward to taking a look at the tech specs when they are released to see 
how the self check receipt method selection is going to be handled.

Josh Stompro - LARL IT Director

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Grace 
Dunbar
Sent: Friday, March 11, 2016 9:13 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Self Check - disable Print List on checkout 
screen

Hi,
The Pioneer library has contracted with Equinox to develop some changes to 
allow for email checkout receipts both in the staff client and the native 
self-check.  The technical specifications are still being finalized but we 
should have something out no later than the end of the month with our plans for 
development.  So, it might be prudent to wait and see if our proposed changes 
will improve your user experience in this regard before moving forward.
I'll send along a link with the public tech specs when they're done...
Cheers!
Grace

On Fri, Mar 11, 2016 at 9:44 AM, Josh Stompro 
<stomp...@exchange.larl.org<mailto:stomp...@exchange.larl.org>> wrote:
Hello, I’m curious if other users of the built in self check interface would 
support a change.  I would like the self check interface to hide the Print List 
button on the checkout screen.  We have found that some customers press that 
button, take the resulting printout as their receipt and walk away, instead of 
using the logout buttons.  The next person doesn’t always realize that someone 
else is logged in, so extra items get checked out to the first user.

The print list button would still display for the other screens, Holds, All 
items out and fines.

Does anyone have users that need the ability to print a list of the items they 
just checkout out, in addition to a receipt?

The bug report is at: https://bugs.launchpad.net/evergreen/+bug/1555791

There are a few other self check changes that are coming in 2.10 (that may be 
backported also).

-  Print list for holds will now work - 
https://bugs.launchpad.net/evergreen/+bug/1370694

-  Hide the UI elements when no one is logged in - 
https://bugs.launchpad.net/evergreen/+bug/1466173

There is also a fix for the fines printing, it isn’t targeted to make it in to 
2.10 though.

-  https://bugs.launchpad.net/evergreen/+bug/1551447

All the self check related bugs can be seen at 
https://bugs.launchpad.net/evergreen/+bugs?field.tag=selfcheck


Lake Agassiz Regional Library - Moorhead MN larl.org<http://larl.org>
Josh Stompro | Office 218.233.3757 EXT-139<tel:218.233.3757%20EXT-139>
LARL IT Director | Cell 218.790.2110




--
[https://docs.google.com/uc?export=download=0B0xeJ4lY6JxZaTF4MU1zdlUtaVk=0B0xeJ4lY6JxZTUtXMFVXM0JzaEdIRzlmL2ZSOUdqUDZYK3V3PQ]
Grace Dunbar, Vice President
Equinox - Open Your Library
gdun...@esilibrary.com<mailto:gdun...@esilibrary.com>
1-877-OPEN-ILS  |  www.esilibrary.com<http://www.esilibrary.com>

[OPEN-ILS-GENERAL] Self Check - disable Print List on checkout screen

[Josh Stompro]

Hello, I'm curious if other users of the built in self check interface would 
support a change.  I would like the self check interface to hide the Print List 
button on the checkout screen.  We have found that some customers press that 
button, take the resulting printout as their receipt and walk away, instead of 
using the logout buttons.  The next person doesn't always realize that someone 
else is logged in, so extra items get checked out to the first user.

The print list button would still display for the other screens, Holds, All 
items out and fines.

Does anyone have users that need the ability to print a list of the items they 
just checkout out, in addition to a receipt?

The bug report is at: https://bugs.launchpad.net/evergreen/+bug/1555791

There are a few other self check changes that are coming in 2.10 (that may be 
backported also).

-  Print list for holds will now work - 
https://bugs.launchpad.net/evergreen/+bug/1370694

-  Hide the UI elements when no one is logged in - 
https://bugs.launchpad.net/evergreen/+bug/1466173

There is also a fix for the fines printing, it isn't targeted to make it in to 
2.10 though.

-  https://bugs.launchpad.net/evergreen/+bug/1551447

All the self check related bugs can be seen at 
https://bugs.launchpad.net/evergreen/+bugs?field.tag=selfcheck


Lake Agassiz Regional Library - Moorhead MN larl.org
Josh Stompro | Office 218.233.3757 EXT-139
LARL IT Director | Cell 218.790.2110

Re: [OPEN-ILS-GENERAL] Email Notices, Action Trigger, Monograph Part information

[Josh Stompro]

Thank you Michele and Thomas, sorry I missed that link when I was looking at 
the FM.

Josh Stompro - LARL IT Director

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Morgan, Michele
Sent: Thursday, March 10, 2016 10:00 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Email Notices, Action Trigger, Monograph Part 
information

Josh,
We do include part information on notices. In the trigger environment, we added:

target_copy.parts.part
For the call number in the at_template, we have:

Call Number: [% circ.target_copy.call_number.prefix.label %] [% 
circ.target_copy.call_number.label %] [% FOR part IN circ.target_copy.parts 
%][% part.part.label %][% END %]
Not sure if this is the best approach, but it gets the job done.
Hope this helps,
Michele

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


On Thu, Mar 10, 2016 at 10:40 AM, Josh Stompro 
<stomp...@exchange.larl.org<mailto:stomp...@exchange.larl.org>> wrote:
Hello, does anyone include monograph_part information in their notices?  I 
would like to include this information in Hold Pickup, Courtesy, Overdue and 
Bill notices, to make it easier for customers to know which item they need to 
find.  Is there already a method to do this?

There doesn’t seem to be a fieldmapper link from a copy to its part 
information.  So I wonder if a TT helper would be needed?  Or would it be 
reasonable to add a virtual field to the Asset::Copy object that generates a 
link to the monographic_part information?

Thanks
Josh

Lake Agassiz Regional Library - Moorhead MN larl.org<http://larl.org>
Josh Stompro | Office 218.233.3757 EXT-139<tel:218.233.3757%20EXT-139>
LARL IT Director | Cell 218.790.2110

[OPEN-ILS-GENERAL] Email Notices, Action Trigger, Monograph Part information

[Josh Stompro]

Hello, does anyone include monograph_part information in their notices?  I 
would like to include this information in Hold Pickup, Courtesy, Overdue and 
Bill notices, to make it easier for customers to know which item they need to 
find.  Is there already a method to do this?

There doesn't seem to be a fieldmapper link from a copy to its part 
information.  So I wonder if a TT helper would be needed?  Or would it be 
reasonable to add a virtual field to the Asset::Copy object that generates a 
link to the monographic_part information?

Thanks
Josh

Lake Agassiz Regional Library - Moorhead MN larl.org
Josh Stompro | Office 218.233.3757 EXT-139
LARL IT Director | Cell 218.790.2110

Re: [OPEN-ILS-GENERAL] Call Number Prefix and Suffix

[Josh Stompro]

Thank you Kathy and Elaine for increasing my understanding of this issue.

We really like using the call number prefix to cut down on mistakes during data 
entry, and to just leave less for staff to enter.  Since the call number prefix 
can be included in the item template, it works well.  I just tried saving a 
call number label in the template, that didn't seem to work.  So the answer of 
just enter the prefix manually to sort by the prefix seems like a big step back.

So we would like to keep using them, but have them behave like Kathy's second 
example, the browse is a representation of how the items appear on the shelf, 
where they are included in the sort.  It would be nice if we could have the 
best of both worlds.  Dewey call numbers with prefixes would browse without 
including the prefixes (if wanted) but non Dewey call numbers could include the 
prefix in the sort (if wanted).

I'm going to start a wishlist bug report on this, since it has been discussed 
before, so there must be some other interest out there.

Josh Stompro - LARL IT Director

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Kathy 
Lussier
Sent: Tuesday, March 08, 2016 11:41 AM
To: open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] Call Number Prefix and Suffix

Hi Josh,

The question of whether the Call Number Shelf Browse should sort by prefix then 
call number or should just sort by call number is one that has been raised in 
the past. I thought there was a Launchpad bug on it, but I must have been 
thinking of this one - https://bugs.launchpad.net/evergreen/+bug/1150939 - 
where the idea was mentioned, but was not part of the code that was merged.

I think some of it comes down to philosophical differences on what the shelf 
browse should be doing. It could be:

* A virtual shelf browse displaying materials a library has in the same call 
number range, regardless of where it is shelved in the actual library. A user 
who is looking at a record on global warming, then, could use the shelf browse 
to find similar materials, and would quickly find another title of interest 
that may be shelved in the Young Adult copy location or in the New Books 
section. The ability to find these materials in multiple locations of the 
library is useful

* A reflection of the physical shelving arrangement in the library. In this 
case, it replicates the experience of browsing those shelves in the library, 
and reduces occurrences where an adult user is suddenly presented with a list 
of picture books on this topic.

I can see pros and cons for both sorting methods.

For those libraries that want the shelf browse to sort by the latter method, 
there are still reasons why they might want to store the prefix in its own, 
designated prefix field. One reason our libraries wanted to use separate 
prefixes, for example, was to make it easier to do reporting on call number 
ranges.

For staff client interfaces, there are times I find it useful to have the 
affixes and parts display in separate columns. Since I'm working on system 
where there is a mix of prefix use, it helps me see whether what I'm seeing is 
indeed a separate prefix or if it's part of the call number label. I do want to 
point out that it's possible to sort by prefix, then call number in most staff 
client interfaces. I haven't checked to see if we'll have the same ability in 
the web client.

I agree that this information should display in the full details of item status.

Kathy



On 03/07/2016 04:51 PM, Hardy, Elaine wrote:
Josh,

A key purpose of the prefix and the suffix is so that the call number sorts 
WITHOUT them That way, for example, Dewey class numbers are together regardless 
if they are R745.66 or 745.66 or J745.66. This is important for those libraries 
that use call number browse to ensure that they have unique call numbers and 
that a call number assigned to different editions are correct. That way, you 
get:

If you want your call numbers to sort including the prefix and suffix, just use 
put them in the call number and don't use prefixes or suffixes.

However, I would consider not showing the complete call number, including 
prefixes and suffixes, in Alt view of Item status to be a bug.

Elaine

J. Elaine Hardy

PINES & Collaborative Projects Manager
Georgia Public Library Service
1800 Century Place, Ste 150
Atlanta, Ga. 30345-4304

404.235.7128 Office
404.548.4241 Cell
404.235.7201, fax
eha...@georgialibraries.org<mailto:eha...@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 Josh 
Stompro
Sent: Monday, March 7, 2016 3:44 PM
To: 
open-ils-general@list.georgialibraries.org<mailto:open-ils-general@list.georgialibraries.org>
Subject: [OPEN-ILS-GENERAL] Call Number Prefix and Suffix

Hello All, We have been using the Call Number Pre

Re: [OPEN-ILS-GENERAL] Floating collections

[Josh Stompro]

Hello Chris,

It looks like Traditional has a sort order of (in 2.8.4 at least):

1.   approx

2.   pprox

3.   aprox

4.   priority

5.   cut

6.   depth

7.   rtime

So the first 2 sorts are based on the proximity of the copy capture lib to the 
hold pickup lib proximity.  approx uses the proximity adjustment feature and 
pprox does not.   So the copy should fill the first hold on the list at the 
check-in location.  Although that will depend on the priority, top of queue and 
depth values also.  But it will try to first fill holds where the capture lib = 
the pickup lib.  So I think this is what you mean by always filling holds at 
the owning location.  But it is really just filling holds at the checking 
location.  If you take that item to a different location, it wouldn’t try to 
fill the hold at the copy owning location, it would try to fill the holds at 
that checking location.  The goal is to reduce transits.

There are settings that specifically will try to fill holds at the copy owning 
location first(hprox), and some neat ones that will send the copy back home if 
it has been at a different branch for so long(htime, shtime).

If you want to just fill the oldest hold, no matter where that is at, then you 
want a BHSSO that has rtime (request time) as the first value.  If you still 
want to allow the use of top of queue/cut in line (I love that there are two 
different labels for that feature) then you could keep cut as 1, and rtime as 
2.If you use the Permission Group hold priority feature, you could keep 
that in the mix also.

FIFO should do it, since that is 1. Priority, 2. Cut and 3. Rtime.  If you use 
FIFO then a checked in item will try to fill the oldest hold first (if there 
are no Priority or cut options in use).

If you don’t want to change all your opportunistic captures to FIFO from 
Traditional you could create another org unit to own them.  And then setup the 
FIFO BHSSO for that org unit.  The downside is that if you just use one, then 
you lose the link to the owning lib.  If you ever decided to stop floating, 
allocating the items back to the location that purchased them would be harder.  
You may want to add an item stat cat to hold the owning location for those 
items, so there is an easy way to get a report to put the items back.

What do you want to happen to all your non floating materials… maybe you don’t 
allow requests from other libraries right now?  If you don’t currently allow 
requests from other libraries on your non floating items, then changing from 
Traditional to FIFO wouldn’t be that big of a deal, since approx, pprox and 
aprox all have to do with holds going to other locations.  If those don’t apply 
then it is basically the same as FIFO.

Josh Stompro - LARL IT Director

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Chris 
Owens
Sent: Wednesday, March 09, 2016 12:45 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Floating collections

Josh:

Looking over your documentation, I just had a couple of questions, if you have 
time.

It looks like we are using what you call the "traditional" BHSSO, but if I 
understand you correctly, changing it to the FIFO method will not solve our 
problem because the new floating item we check in will still go first to the 
patron of that owning library even if that patron isn't first on the holds list?

Does it seem to you that the only solution to this problem right now is to 
create another org unit for these items for the FIFO method (with Hold Priority 
at the top of the list) to truly work correctly?

Thanks again for your help,
Chris





On 3/4/2016 10:29 AM, Josh Stompro wrote:
Hello Chris, I believe you will need to adjust your Best-Hold Selection Sort 
Order (BHSSO) so that owning location doesn’t get priority.

The official docs are at
http://docs.evergreen-ils.org/2.8/_best_hold_selection_sort_order.html

I’ve been working on some updates to the docs that may help.
https://gist.github.com/stompro/42eb6cbe2c1db5f12324

You may be currently using hprox as one of your first sorts, which always fills 
holds at the Owning locations first.  If you switch to pprox then you will fill 
holds at the checkin location first.

If you only want to change the BHSSO for the floating items, then you could 
create a new org unit just to own those items.  The BHSSO is applied based on 
the items owning location.

Keep in mind also, that items don’t float until all holds are filled and the 
item goes to reshelving.  So an item with many holds won’t change circ lib 
until all the holds are filled.  This has caused problems for our staff since 
they like to see where items are filling holds, and it isn’t easy when working 
with floating items since the catalog view isn’t accurate until all the holds 
are filled and the circ location gets updated.  You have to look at the last 
checkout location to see where an item is actuall

[OPEN-ILS-GENERAL] Call Number Prefix and Suffix

[Josh Stompro]

Hello All, We have been using the Call Number Prefix and Suffix feature since 
shortly after we went live, we use it to add prefixes like "DVD", "CD", 
"BOOK-ON-CD", "LP" (Large Print) and we are just realizing the issues that come 
along with it.  I'm curious if it is considered feature complete or if anyone 
is still working on it.  It could be that we are using it incorrectly also, 
which I would like to hear.

The core problem is that the prefix isn't included in many interfaces as being 
a part of the call number, since the value from asset.call_number.label is 
grabbed without trying to add in the prefix and suffix.

Call number browse in the catalog doesn't work like we would expect, if someone 
wants to browse all the DVD's by call number, it isn't possible since the 
prefix isn't included in the data that the browse uses.

Anything with a column picker requires that the prefix and suffix columns also 
be selected to be able to view the full call number, which makes sorting by 
call number more complex in those interfaces.

Item Status doesn't show the call number with the prefix in the alternate view.

Are there any plans to include the Prefix and Suffix into the call number as a 
whole?  Or does it work like it currently works for a specific reason?  I don't 
really know enough about this to know how we should proceed, so any help would 
be appreciated.

Thanks
Josh

Lake Agassiz Regional Library - Moorhead MN larl.org
Josh Stompro | Office 218.233.3757 EXT-139
LARL IT Director | Cell 218.790.2110

Re: [OPEN-ILS-GENERAL] autogen.sh, Settings Connect timed out

[Josh Stompro]

Hello Sitalk

I've run into this error before when I didn't edit the ejabberd settings like 
the docs say.  Specifically the maxrate settings as described at 
http://evergreen-ils.org/documentation/install/OpenSRF/README_2_4_1.html#_configure_the_ejabberd_server

I would suggest you double check those settings.

It would also help to know what distro and version of linux you are installing 
to.
Josh

-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Sitalk 
Teres
Sent: Sunday, March 6, 2016 10:44 AM
To: open-ils-general@list.georgialibraries.org
Subject: [OPEN-ILS-GENERAL] autogen.sh, Settings Connect timed out

Hello everyone,

I am very new to Evegreen.
The installation of opensrf 2.4.1 and Evegreen 2.9.2 went smooth.
However there are some problems when trying to finalize the OPAC by running  
the "autogen.sh" script.
It gives me the following errors:

   opensrf@debian:/openils$ autogen.sh
   Updating Evergreen organization tree and IDL

   Updating fieldmapper
   Connection to Settings Failed  Settings Connect timed out
: Settings Connect timed out
***
   Settings Connect timed out
-> /openils/var/web/opac/common/js//fmall.js
   Updating web_fieldmapper
   Connection to Settings Failed  Settings Connect timed out
: Settings Connect timed out
***
   Settings Connect timed out
-> /openils/var/web/opac/common/js//fmcore.js
   Updating OrgTree
   Connection to Settings Failed  Settings Connect timed out
: Settings Connect timed out
***
   Settings Connect timed out
   Connection to Settings Failed  Settings Connect timed out
: Settings Connect timed out
***
   Settings Connect timed out
   Connection to Settings Failed  Settings Connect timed out
: Settings Connect timed out
***
   Settings Connect timed out
   opensrf@debian:/openils$


Could you please suggest what could be the cause of the problem?

Thanks in advance. 

Re: [OPEN-ILS-GENERAL] Excluding a single library from consortium scoped action trigger notice

[Josh Stompro]

Great,  I’m glad that works.  I accidently added an extra colon in there when I 
pasted it.  Thanks for sharing what works.

I think you could also use the not in list format also, if you think you will 
be adding more in the future, so you don’t need to keep adding lines.

"home_ou": { "not in": [ 3, 5, 7 ] }

Josh

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Brent 
Mills
Sent: Friday, March 4, 2016 12:27 PM
To: open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] Excluding a single library from consortium 
scoped action trigger notice

Josh,

So far running those additions to the action_trigger_filters.json file appears 
to exclude the org_units . I'm using ProcessTemplate to check the output right 
now and it looks like it is excluding everything correctly. Had to change the 
punctuation just a little bit. I tried adding another home_ou and that seems to 
work as well.

"au.expired" : {
"context_org":"home_ou",
"filter" : {
  "active":"t",
  "deleted":"f",
  "home_ou": {"!=":X},
  "home_ou": {"!=":Y}
  }
},

Thanks again,

-Brent
On 3/4/16 9:03 AM, Brent Mills wrote:
Thanks Thomas and Josh!

I'll try these both out.

-Brent
On 3/4/16 7:54 AM, Josh Stompro wrote:
Thanks to this doc
http://wiki.evergreen-ils.org/doku.php?id=documentation:technical:jsontutorial

I think you want something like (Watch out for the smartquotes, gotta get those 
disabled, outlook--), where X is the OU to exclude.

"expire" : {
"context_org":"home_ou",
"filter":
{ "active":"t",
"deleted":"f" ,

“home_ou”: :{ "!=":X }

}
},


From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Josh 
Stompro
Sent: Friday, March 4, 2016 9:47 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Excluding a single library from consortium 
scoped action trigger notice

Brent, you could look at excluding a specific org unit in the 
action_trigger_filters.json file.

I’m not that familiar with creating the json query format or I would try to 
give you an example.  “Home_Lib != Nonconformist_ou”

That may be the simplest way to exclude one OU.
Josh
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Brent 
Mills
Sent: Thursday, March 3, 2016 3:00 PM
To: Evergreen Discussion Group
Subject: [OPEN-ILS-GENERAL] Excluding a single library from consortium scoped 
action trigger notice

Has anyone had success excluding one org unit from an otherwise consortium 
scoped action trigger notice?

We have one library that wants to opt-out of the 30 Day Account Pre-Expiration 
Notice, but everyone else would like to keep it. There's probably an easier way 
than creating individual notice templates for every library except the one that 
wants out...right?

Thank you,

-Brent

--

Brent Mills

Systems Librarian | Sage Library System

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

tickets: sagelib.org/support

phone: 541.610.8384



--

Brent Mills

Systems Librarian | Sage Library System

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

tickets: sagelib.org/support

phone: 541.610.8384



--

Brent Mills

Systems Librarian | Sage Library System

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

tickets: sagelib.org/support

phone: 541.610.8384

Re: [OPEN-ILS-GENERAL] Excluding a single library from consortium scoped action trigger notice

[Josh Stompro]

Thanks to this doc
http://wiki.evergreen-ils.org/doku.php?id=documentation:technical:jsontutorial

I think you want something like (Watch out for the smartquotes, gotta get those 
disabled, outlook--), where X is the OU to exclude.

"expire" : {
"context_org":"home_ou",
"filter":
{ "active":"t",
"deleted":"f" ,

“home_ou”: :{ "!=":X }

}
},


From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Josh 
Stompro
Sent: Friday, March 4, 2016 9:47 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Excluding a single library from consortium 
scoped action trigger notice

Brent, you could look at excluding a specific org unit in the 
action_trigger_filters.json file.

I’m not that familiar with creating the json query format or I would try to 
give you an example.  “Home_Lib != Nonconformist_ou”

That may be the simplest way to exclude one OU.
Josh
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Brent 
Mills
Sent: Thursday, March 3, 2016 3:00 PM
To: Evergreen Discussion Group
Subject: [OPEN-ILS-GENERAL] Excluding a single library from consortium scoped 
action trigger notice

Has anyone had success excluding one org unit from an otherwise consortium 
scoped action trigger notice?

We have one library that wants to opt-out of the 30 Day Account Pre-Expiration 
Notice, but everyone else would like to keep it. There's probably an easier way 
than creating individual notice templates for every library except the one that 
wants out...right?

Thank you,

-Brent

--

Brent Mills

Systems Librarian | Sage Library System

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

tickets: sagelib.org/support

phone: 541.610.8384

Re: [OPEN-ILS-GENERAL] Floating collections

[Josh Stompro]

Hello Chris, I believe you will need to adjust your Best-Hold Selection Sort 
Order (BHSSO) so that owning location doesn’t get priority.

The official docs are at
http://docs.evergreen-ils.org/2.8/_best_hold_selection_sort_order.html

I’ve been working on some updates to the docs that may help.
https://gist.github.com/stompro/42eb6cbe2c1db5f12324

You may be currently using hprox as one of your first sorts, which always fills 
holds at the Owning locations first.  If you switch to pprox then you will fill 
holds at the checkin location first.

If you only want to change the BHSSO for the floating items, then you could 
create a new org unit just to own those items.  The BHSSO is applied based on 
the items owning location.

Keep in mind also, that items don’t float until all holds are filled and the 
item goes to reshelving.  So an item with many holds won’t change circ lib 
until all the holds are filled.  This has caused problems for our staff since 
they like to see where items are filling holds, and it isn’t easy when working 
with floating items since the catalog view isn’t accurate until all the holds 
are filled and the circ location gets updated.  You have to look at the last 
checkout location to see where an item is actually at.

Let me know if you have more questions, I would like to update the docs if they 
don’t cover certain things.

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Chris 
Owens
Sent: Wednesday, March 2, 2016 2:02 PM
To: 'Evergreen Discussion Group'
Subject: [OPEN-ILS-GENERAL] Floating collections

We have begun floating some popular items in our consortium and are running 
into a problem. We created a special shelving location for the items, but the 
library that purchases the item becomes the owning and circulating library for 
the item.

The problem is that whenever we check in a new floating collection item that 
has requests, the item defaults to the owning library's patron rather than the 
next person on the request list. Does anyone know if we just need to change a 
setting or is it something more complex?

Thanks,
Chris

--

Chris Owens
Director
Blanchester Public Library
110 N. Broadway
Blanchester, OH 45107
937-783-3585
937-783-2910 (fax)
cow...@blanlibrary.org

Re: [OPEN-ILS-GENERAL] Excluding a single library from consortium scoped action trigger notice

[Josh Stompro]

Brent, you could look at excluding a specific org unit in the 
action_trigger_filters.json file.

I’m not that familiar with creating the json query format or I would try to 
give you an example.  “Home_Lib != Nonconformist_ou”

That may be the simplest way to exclude one OU.
Josh
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Brent 
Mills
Sent: Thursday, March 3, 2016 3:00 PM
To: Evergreen Discussion Group
Subject: [OPEN-ILS-GENERAL] Excluding a single library from consortium scoped 
action trigger notice

Has anyone had success excluding one org unit from an otherwise consortium 
scoped action trigger notice?

We have one library that wants to opt-out of the 30 Day Account Pre-Expiration 
Notice, but everyone else would like to keep it. There's probably an easier way 
than creating individual notice templates for every library except the one that 
wants out...right?

Thank you,

-Brent


--

Brent Mills

Systems Librarian | Sage Library System

email: br...@hoodriverlibrary.org

tickets: sagelib.org/support

phone: 541.610.8384

Re: [OPEN-ILS-GENERAL] Hold targeting behavior - Always Try a new copy

[Josh Stompro]

Thanks Thomas, 

I made a big miss-statement in my message.  I wrote that "none of the copies 
that they pulled would capture".  My intended meaning was that "none of those 
20 items that had been re-targeted would capture".  Other copies that were for 
local holds or that were still targeted to that branches copies captured just 
fine.

The copies that didn't capture would have all been going into transit.  The 
branch that I mentioned that had the 20 copies,  is also our delivery hub.  So 
any copies that they pull to fill holds will only take 1-2 days to get to the 
destination location, vs any other branch which will require that the item 
first transit back to that hub location, then be sent to the hold pickup 
location.  So even if the Hub location doesn't fill the hold in the first 24 
hours, it is still quicker for them to fill it than going on to any other 
branch.  

The goal of us using stalling was to hopefully always give the optimal location 
time to fill the hold before an opportunistic capture took effect.  But I 
wasn't taking into account this bouncing behavior when we decided to try that.

As for your last paragraph, do you mean that you don't see that as overly 
beneficial for our situation, or in general?  What you described is exactly 
what I was hoping for.  Don't retarget unless something has happened to the 
currently targeted copy to make it unholdable/unavailable.

Josh Stompro - LARL IT Director


-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Thomas 
Berezansky
Sent: Tuesday, March 01, 2016 10:39 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Hold targeting behavior - Always Try a new copy

As far as I know, stalling should never apply if the copy is for
*local* pickup. That is, if the library is pulling copies (or checking in 
returned copies) that match holds for pickup at that library the stalling code 
says "oh, that is local" and skips the stalling period entirely. Based on that 
your collection of "would not capture" were either all going into transit or 
had been captured elsewhere before they captured the local copies.

As for the "option to not exclude the current copy" I don't see that as overly 
beneficial. At that point running the hold targeter would only really update 
the opportunistic capture list or find another copy when the previously 
selected one became ineligible (checked out, marked missing, etc).

Quoting Josh Stompro <stomp...@exchange.larl.org>:

> Hello all, I was recently working on a reported problem with the hold 
> targeting.  Our largest branch didn't run their evening pull list 
> because of low staffing one day, and the next morning between the time 
> when they ran their hold list and tried to capture the item, 20 copies 
> has been re-targeted to other branches.  Since we are currently using 
> hold stalling, none of the copies that they pulled would capture.
>
> This caused me to figure out that the hold targeter always excludes 
> the current copy when re-targeting if other copies exist.  I wasn't 
> aware of this fact, and I don't remember seeing it mentioned in any of 
> the docs or presentations on holds design.
>
> This is not optimal in our situation because our targeting priority is 
> very specific.  All our branches are ranked according to number of 
> open hours, staffing and delivery proximity.  We have a wide variety 
> of locations, those that are open 6 days a week to those that are open 
> 1 day a week.  We also share materials between two regional system, so 
> we always want to get the copies local to the system if possible.  So 
> it doesn't work very well to have holds bouncing back and forth 
> between the two lowest proximity locations, since the optimal one is 
> always targeted first.  The hold may bounce between a location that is 
> open 80 hours a week, that is only 24 hours delivery time away, to a 
> location that is open 8 hours a week that may take 10 days for 
> delivery.  It would be somewhat based on luck if the customer got 
> their hold filled in 1 day vs 10 days in this admittedly worse case 
> scenario.
>
> The options that I think we have are.
>
> 1.   Design change so that the hold targeter optionally doesn't  
> exclude the current copy.
>
> 2.   Change the re-targeting interval to something longer, 72  
> hours, to give the first location 3 days to pull the item.  I think 
> this may have other negative impacts though.
>
> 3.   Stop using hold stalling, this would help in the situation  
> where the holds get retargeted after the pull list is run.
>
> Does anyone have any other suggestions?  Would anyone else be 
> interested in having the targeter not exclude the currently targeted 
> copy?
>
> Thanks
>

[OPEN-ILS-GENERAL] Hold targeting behavior - Always Try a new copy

[Josh Stompro]

Hello all, I was recently working on a reported problem with the hold 
targeting.  Our largest branch didn't run their evening pull list because of 
low staffing one day, and the next morning between the time when they ran their 
hold list and tried to capture the item, 20 copies has been re-targeted to 
other branches.  Since we are currently using hold stalling, none of the copies 
that they pulled would capture.

This caused me to figure out that the hold targeter always excludes the current 
copy when re-targeting if other copies exist.  I wasn't aware of this fact, and 
I don't remember seeing it mentioned in any of the docs or presentations on 
holds design.

This is not optimal in our situation because our targeting priority is very 
specific.  All our branches are ranked according to number of open hours, 
staffing and delivery proximity.  We have a wide variety of locations, those 
that are open 6 days a week to those that are open 1 day a week.  We also share 
materials between two regional system, so we always want to get the copies 
local to the system if possible.  So it doesn't work very well to have holds 
bouncing back and forth between the two lowest proximity locations, since the 
optimal one is always targeted first.  The hold may bounce between a location 
that is open 80 hours a week, that is only 24 hours delivery time away, to a 
location that is open 8 hours a week that may take 10 days for delivery.  It 
would be somewhat based on luck if the customer got their hold filled in 1 day 
vs 10 days in this admittedly worse case scenario.

The options that I think we have are.

1.   Design change so that the hold targeter optionally doesn't exclude the 
current copy.

2.   Change the re-targeting interval to something longer, 72 hours, to 
give the first location 3 days to pull the item.  I think this may have other 
negative impacts though.

3.   Stop using hold stalling, this would help in the situation where the 
holds get retargeted after the pull list is run.

Does anyone have any other suggestions?  Would anyone else be interested in 
having the targeter not exclude the currently targeted copy?

Thanks
Josh

Lake Agassiz Regional Library - Moorhead MN larl.org
Josh Stompro | Office 218.233.3757 EXT-139
LARL IT Director | Cell 218.790.2110

[OPEN-ILS-GENERAL] MARC Batch Editor usage brought down app server

[Josh Stompro]

I was attempting to use the MARC batch editor to add an 856 field to 6000 
records last night and managed to take out one of our application servers.  It 
stopped responding to requests and wouldn't allow users to log on or perform 
functions if they were already logged on.

I think what I managed to do was to start 3 different batch edit sessions.  I 
was using the load from CSV method to select records.  I tried twice with the 
6000 record file, and both times I received an internal server error message.  
Then I tried to cut down the file to 1000 records, and tried it again.  And it 
seemed like it attached to one of the previous attempts because it all of a 
sudden started at 1300 records and gave me progress updates up until 4300 or 
so, and then the client seemed to lock up on me.

At that point I started getting after hours phone calls from our largest branch 
about Evergreen no longer working.  After I restarted the opensrf services and 
apache the system started working again.

It looks like open-ils.auth is what failed on me and took out normal 
functionality for that node.  When restarting services, I saw a timeout on 
shutting down auth, it had to be forced to terminate.

I tried to find an error in the logs that explained better what happened, but I 
wasn't able to find anything specific, which is probably more just not knowing 
what to look for.

I wonder if I managed to DOS the server.  While looking through the logs I saw 
that what the MARC Batch Editor does is loads the CSV file data into a record 
bucket, one record at a time.  Then it goes through and does an update record 
permission check before submitting the batch edit request.  Do the permission 
checks use open-ils.auth? I see that there were 7 auth drones when the system 
became unresponsive, but our config says that up to 15 can run.

What are a reasonable number of records to process at a time using the MARC 
Batch Editor?
Josh

[OPEN-ILS-GENERAL] SMS Carrier gateways for MVNO's

[Josh Stompro]

Hello, I'm interested in how other sites handle SMS hold notices for customers 
that use Mobile virtual network operators like Straight Talk, Ting and 
Tracfone?  They all offer phones that work on different physical carriers, and 
the gateway seems to be different for each one.  The default Straight Talk sms 
carrier entry included in Evergreen is for Verizon, but if the user has a AT, 
T-Mobile or Sprint  based phone the Verizon gateway won't work.  Do you setup 
variants for each of the physical carriers?  Do users actually know which 
physical carrier they are on in your experience if you give them the option to 
choose?  I'm not looking forward having to explain that for Straight Talk if 
the model number of your phone ends with a v or an w it is on the Verizon 
network, and if it ends in potato it is on at, etc.

Thanks
Josh

Re: [OPEN-ILS-GENERAL] Patron Buckets

[Josh Stompro]

It does look like the database pieces are there for patron buckets.
http://docs.evergreen-ils.org/2.8/schema/_schema_container.html#_user_bucket

I couldn't find a ticket for the feature yet, that would be a good first start.

There is a wishlist bug about being able to turn report output into buckets or 
to be able to upload lists of id's to populate buckets.
https://bugs.launchpad.net/evergreen/+bug/1208093

The patron search is pretty good, so it would make sense to have an add to user 
bucket from that interface.  But if you want a bucket of patrons with holds 
over 90 days old, that would need to come from the reports interface, so that 
is somewhat related in my mind.

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
scott.tho...@sparkpa.org
Sent: Friday, January 22, 2016 12:51 PM
To: open-ils-general@list.georgialibraries.org
Subject: [OPEN-ILS-GENERAL] Patron Buckets

Every now and then there is talk about "Patron Buckets" or another way to edit 
patrons in batch. Does anyone know if any progress have been made on this piece 
of development?

Thank you,
Scott


Scott Thomas
Executive Director
Pennsylvania Integrated Library System
717-873-9461
scott.tho...@sparkpa.org

Re: [OPEN-ILS-GENERAL] Reminders for expiring cards

[Josh Stompro]

The feature can be added to any somewhat recent version [2.6+] of Evergreen if 
you don’t want to wait until you upgrade to 2.9.  See the bug report [1] that 
has steps on how to enable it along with links to the files.  I have some in 
progress docs for enabling it also [2].

1 - https://bugs.launchpad.net/evergreen/+bug/1124498
2 - https://gist.github.com/stompro/5574d7e4587d3c3e7587

Josh

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Angela 
Kilsdonk
Sent: Friday, December 18, 2015 4:43 PM
To: Evergreen Discussion Group; vgiord...@juniatalibrary.org
Subject: Re: [OPEN-ILS-GENERAL] Reminders for expiring cards

Hi Vince,

In version 2.9 there is a new Action Trigger called "30 Day Account Expiration 
Courtesy Notice" that can be used to send patrons a reminder that their 
accounts will expire in the near future.  The Action Trigger can be modified 
for a time period other than 30 days.

Hope this helps,
Angela

On Fri, Dec 18, 2015 at 4:33 PM, Vince Giordano 
> wrote:
Does anyone use a method for reminding patrons that their library card is soon 
expiring?

We are having patrons who primarily use Overdrive contact us and say there is 
an error or block on their account (due to their card expiring). I didn't know 
if there was a feature to send out a courtesy email of some kind. Putting a 
reminder message on the footer of the print receipt is one I am considering.



This email has been sent from a virus-free computer protected by Avast.
www.avast.com 





 

-- 

Angela 
Kilsdonk
Education 
Manager
Equinox Software Inc. / The Open Source 
Experts
1-877-OPEN-ILS 
(673-6457)

Re: [OPEN-ILS-GENERAL] Notification is library is last owning on a held item? OCLC Last Copy/Withdraws

[Josh Stompro]

I've been looking into how to handle OCLC last copies for our consortium this 
week and I just wanted to run in by the group.  Please let me know if there is 
a better/easier way to handle this that you have found.  Or if there are any 
gotchas that you know of.

I searched the general list to find out what others are doing and didn't see 
that there was a great built in way to do it with the reporter.  So I attempted 
to do it with a sql query.

There is a "Last Copy Delete Time" data source that that doesn't seem to take 
the copy location into account, it works off of the bib being deleted.

I'm wondering if this could be setup as a reporter data source to make it 
easier to access.  After looking at the "Hold per copy ratio by pickup and 
descendants" data source that Galen just added it looks like it should be 
possible.

The query selects all bib records that have one or more copies with a 
discard/weed status and gives a count of the number of copies that have that 
status, along with a count of all other copies on that bib that have a status 
other than weed/discard.  If there are no other copies then you have removed 
the last copy.  It scopes the search to an org unit and all of its descendants, 
so it can be used for one branch, or for a system.

This method does require that you change the status of all copies you want to 
get rid of to withdrawn/weed before deleting them.  So your workflow for 
getting rid of lost/damaged/missing/long overdue may need to be adjusted.  Or 
the query could look for more status types to consider deleted and not deleted. 
 I'm not sure what the best way to handle that would be.

I also wasn't sure about the subqueries, if I needed to use different table 
aliases than what is used in the main query, so that may be unnecessary.

In the following query you would need to change the org unit id "101" in the 
actor.org_unit_descendants to your org unit you want to scope to. And I don't 
know if the asset.copy.status id numbers are uniform, so check to make sure 
that 13 = your withdrawn/weed status.

SELECT bre.id,
   bre.tcn_value,
   Xpath('n:datafield[@tag=035]/n:subfield[@code="a"]/text()',
   bre.marc :: xml, '{{n,http://www.loc.gov/MARC21/slim}}'),
   Count(ac.id)  AS
   withdrawn_count,
   (SELECT Count(ac1.id)
FROM   asset.copy ac1
   JOIN asset.call_number acn1
 ON ( ac1.call_number = acn1.id )
WHERE  acn1.record = bre.id
   AND ac1.status != 13
   AND ac1.circ_lib IN (SELECT id
FROM   actor.org_unit_descendants(101))) AS
   other_copies
FROM   biblio.record_entry bre
   JOIN asset.call_number acn
 ON ( bre.id = acn.record )
   JOIN asset.copy ac
 ON ( acn.id = ac.call_number )
WHERE  ac.status = 13
   AND ac.circ_lib IN (SELECT id
   FROM   actor.org_unit_descendants(101))
   AND (SELECT Count(ac1.id)
FROM   asset.copy ac1
   JOIN asset.call_number acn1
 ON ( ac1.call_number = acn1.id )
WHERE  acn1.record = bre.id
   AND ac1.status != 13
   AND ac1.circ_lib IN (SELECT id
FROM
   actor.org_unit_descendants(101))) = 0
GROUP  BY bre.id;



Josh Stompro - LARL IT Director

From: open-ils-general-boun...@list.georgialibraries.org 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Hardy, 
Elaine
Sent: Wednesday, April 02, 2014 2:19 PM
To: 'Evergreen Discussion Group'
Subject: Re: [OPEN-ILS-GENERAL] Notification is library is last owning on a 
held item?

PINES would like this feature to identify when the last copy held by a system 
(not a branch) is deleted from the bib record for removing OCLC holdings as 
well.

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-boun...@list.georgialibraries.org<mailto:open-ils-general-boun...@list.georgialibraries.org>
 [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Elisabeth Keppler
Sent: Wednesday, April 02, 2014 8:06 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Notification is library is last owning on a 
held item?

We'd also like to be able to identify when our own library's last copy is being 
discarded or deleted so we can remove our OCLC holdings.  We're on 2.4.3, if 
that makes a difference, and would welcome any suggestions.

I can report holds for which there is no ho

Re: [OPEN-ILS-GENERAL] Removing Age Protection after expired

[Josh Stompro]

Blake and Tim, I would appreciate being able to see your scripts.
Thanks

Josh Stompro - LARL IT Director

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Blake 
Henderson
Sent: Tuesday, December 15, 2015 9:27 AM
To: open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] Removing Age Protection after expired

Josh,

We have a custom made perl cron job to remove the protection. I didn't realize 
it was a bug! I would be happy to share the perl script (it is fairly custom to 
our needs but it can be adapted easily)


-Blake-

Conducting Magic

MOBIUS

573-234-4513

877-312-3517
On 12/15/2015 9:24 AM, Josh Stompro wrote:
Hello, does anyone else out there remove the age protection from copies after 
it has expired.  I've been asked to set that up, and it seems like a shame 
since it was designed to just work automatically, except that items with 
expired age protection still show up as age protected in the catalog.  There is 
a bug open about it at https://bugs.launchpad.net/evergreen/+bug/1251761

Does anyone currently go through and remove the age protection to get around 
that issue?  If so do you do it directly at the DB level or do you use the 
client?  Are there any gotchas about directly updating asset.copy to change the 
age protection and also changing the shelving location at the same time.

If anyone wants to combine resources to get that bug fixed, either with brain 
power or development funding let me know also.
Josh

Lake Agassiz Regional Library - Moorhead MN larl.org
Josh Stompro | Office 218.233.3757 EXT-139
LARL IT Director | Cell 218.790.2110

Re: [OPEN-ILS-GENERAL] Removing Age Protection after expired

[Josh Stompro]

Thanks Chauncey, I'm curious though, if that bug was addressed, so it was clear 
to staff in the catalog when the age protection was expired, would you still go 
through this process every month?  Or are there other reasons that you remove 
the age protection settings?

Josh Stompro - LARL IT Director


-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Chauncey Montgomery
Sent: Tuesday, December 15, 2015 11:34 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Removing Age Protection after expired

We use a low-tech method: a reoccurring monthly report shows items needing age 
protection removed.  We import the barcodes into item status and batch remove 
the protection.  Not fully automated, but takes less than five minutes and 
anyone on staff can do it.
CM

On 12/15/2015 11:07 AM, Hardy, Elaine wrote:
> Just so you know, there is a reason why the age protection remains, 
> but it is PINES specific. A PINES library, prior to Evergreen, was 
> returning items to age protection after it expired so that no other 
> system’s patrons could place holds. To prevent that, age protection in 
> Evergreen was designed to remain after expiration so that it could not 
> be reassigned to an item.
>
> /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
> www.georgialibraries.org
> www.georgialibraries.org/pines
>
> *From:*Open-ils-general
> [mailto:open-ils-general-boun...@list.georgialibraries.org] *On Behalf 
> Of *Tim Spindler
> *Sent:* Tuesday, December 15, 2015 10:48 AM
> *To:* Evergreen Discussion Group
> *Subject:* Re: [OPEN-ILS-GENERAL] Removing Age Protection after 
> expired
>
> We have a cron that runs to do this from an SQL script.
>
> On Tue, Dec 15, 2015 at 10:27 AM, Blake Henderson 
> <bl...@mobiusconsortium.org <mailto:bl...@mobiusconsortium.org>> wrote:
>
> Josh,
>
> We have a custom made perl cron job to remove the protection. I didn't 
> realize it was a bug! I would be happy to share the perl script (it is 
> fairly custom to our needs but it can be adapted easily)
>
> -Blake-
>
> Conducting Magic
>
> MOBIUS
>
> 573-234-4513 
>
> 877-312-3517 
>
> On 12/15/2015 9:24 AM, Josh Stompro wrote:
>
> Hello, does anyone else out there remove the age protection from
> copies after it has expired.  I’ve been asked to set that up, and it
> seems like a shame since it was designed to just work automatically,
> except that items with expired age protection still show up as age
> protected in the catalog.  There is a bug open about it at
> https://bugs.launchpad.net/evergreen/+bug/1251761
>
> Does anyone currently go through and remove the age protection to
> get around that issue?  If so do you do it directly at the DB level
> or do you use the client?  Are there any gotchas about directly
> updating asset.copy to change the age protection and also changing
> the shelving location at the same time.
>
> If anyone wants to combine resources to get that bug fixed, either
> with brain power or development funding let me know also.
>
> Josh
>
> Lake Agassiz Regional Library - Moorhead MN larl.org 
> <http://larl.org>
>
> Josh Stompro | Office 218.233.3757 EXT-139
> <tel:218.233.3757%20EXT-139>
>
> LARL IT Director | Cell 218.790.2110 
>
>
>
> --
>
> Tim Spindler
> tjspind...@gmail.com <mailto:tjspind...@gmail.com>
>
> *P**   Go Green - **Save a tree! Please don't print this e-mail unless
> it's really necessary.*
>
--
Chauncey G. Montgomery, MLIS
Director/Fiscal Officer | Community Library
44 Burrer Drive | Sunbury, OH 43074
740-965-3901 | http://community.lib.oh.us

Re: [OPEN-ILS-GENERAL] Removing Age Protection after expired

[Josh Stompro]

Thanks Bob, this looks to me like it could be the solution to that bug.  I 
think our age protection goes off of the active_date, not the create_date so it 
would need to check that YAOUS to decide which one to use.  And the message to 
customers might be too specific for all cases, we use age protection on a 
regional level, so it wouldn’t make sense for us.  But I would be happy with 
not displaying anything to the public, just leaving that out.

Thanks for sharing this.  I’ll add a link to your message to that ticket so if 
anyone has time to work on a generic solution they have somewhere to start.

Josh Stompro - LARL IT Director

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Bob 
Wicksall
Sent: Tuesday, December 15, 2015 10:05 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Removing Age Protection after expired

Instead of turning off age protect we modified the way the TPac displays the 
message.  We do some date math and adjust the message accordingly.  Staff and 
patrons get different messages since "Age Protect" is meaningless to a patron.

Our TPac is fairly heavily modified.  Here is a code 
snip(opac/parts/record/copy_table.tt2):

138<http://git.pls-net.org/gitweb/?p=templates_owwl.git;a=blob;f=opac/parts/record/copy_table.tt2;h=e2fb580c57ff0eca832bd02ba865a4b42c6ebdb8;hb=rel_2_7#l138>
 [%- IF copy_info.age_protect AND copy_info.create_date;
139<http://git.pls-net.org/gitweb/?p=templates_owwl.git;a=blob;f=opac/parts/record/copy_table.tt2;h=e2fb580c57ff0eca832bd02ba865a4b42c6ebdb8;hb=rel_2_7#l139>
   create_date = 
date.format(ctx.parse_datetime(copy_info.create_date), "%Y%m%d");
140<http://git.pls-net.org/gitweb/?p=templates_owwl.git;a=blob;f=opac/parts/record/copy_table.tt2;h=e2fb580c57ff0eca832bd02ba865a4b42c6ebdb8;hb=rel_2_7#l140>
   today = date.format(date.now, "%Y%m%d");
141<http://git.pls-net.org/gitweb/?p=templates_owwl.git;a=blob;f=opac/parts/record/copy_table.tt2;h=e2fb580c57ff0eca832bd02ba865a4b42c6ebdb8;hb=rel_2_7#l141>
142<http://git.pls-net.org/gitweb/?p=templates_owwl.git;a=blob;f=opac/parts/record/copy_table.tt2;h=e2fb580c57ff0eca832bd02ba865a4b42c6ebdb8;hb=rel_2_7#l142>
   age_protect_age = ctx.get_crahp(copy_info.age_protect).age;
143<http://git.pls-net.org/gitweb/?p=templates_owwl.git;a=blob;f=opac/parts/record/copy_table.tt2;h=e2fb580c57ff0eca832bd02ba865a4b42c6ebdb8;hb=rel_2_7#l143>
144<http://git.pls-net.org/gitweb/?p=templates_owwl.git;a=blob;f=opac/parts/record/copy_table.tt2;h=e2fb580c57ff0eca832bd02ba865a4b42c6ebdb8;hb=rel_2_7#l144>
   manip = date.manip;
145<http://git.pls-net.org/gitweb/?p=templates_owwl.git;a=blob;f=opac/parts/record/copy_table.tt2;h=e2fb580c57ff0eca832bd02ba865a4b42c6ebdb8;hb=rel_2_7#l145>
   expire_date = manip.DateCalc(create_date, 
age_protect_age.replace('mons', 'months'));
146<http://git.pls-net.org/gitweb/?p=templates_owwl.git;a=blob;f=opac/parts/record/copy_table.tt2;h=e2fb580c57ff0eca832bd02ba865a4b42c6ebdb8;hb=rel_2_7#l146>
   expire_date_format = manip.UnixDate(expire_date, 
DATE_FORMAT);
147<http://git.pls-net.org/gitweb/?p=templates_owwl.git;a=blob;f=opac/parts/record/copy_table.tt2;h=e2fb580c57ff0eca832bd02ba865a4b42c6ebdb8;hb=rel_2_7#l147>
   expire_date = manip.UnixDate(expire_date, "%Y%m%d");
148<http://git.pls-net.org/gitweb/?p=templates_owwl.git;a=blob;f=opac/parts/record/copy_table.tt2;h=e2fb580c57ff0eca832bd02ba865a4b42c6ebdb8;hb=rel_2_7#l148>
149<http://git.pls-net.org/gitweb/?p=templates_owwl.git;a=blob;f=opac/parts/record/copy_table.tt2;h=e2fb580c57ff0eca832bd02ba865a4b42c6ebdb8;hb=rel_2_7#l149>
   expire_msg = '';
150<http://git.pls-net.org/gitweb/?p=templates_owwl.git;a=blob;f=opac/parts/record/copy_table.tt2;h=e2fb580c57ff0eca832bd02ba865a4b42c6ebdb8;hb=rel_2_7#l150>
   age_protect_is_active = 0;
151<http://git.pls-net.org/gitweb/?p=templates_owwl.git;a=blob;f=opac/parts/record/copy_table.tt2;h=e2fb580c57ff0eca832bd02ba865a4b42c6ebdb8;hb=rel_2_7#l151>
152<http://git.pls-net.org/gitweb/?p=templates_owwl.git;a=blob;f=opac/parts/record/copy_table.tt2;h=e2fb580c57ff0eca832bd02ba865a4b42c6ebdb8;hb=rel_2_7#l152>
   IF today > expire_date;
153<http://git.pls-net.org/gitweb/?p=templates_owwl.git;a=blob;f=opac/parts/record/copy_table.tt2;h=e2fb580c57ff0eca832bd02ba865a4b42c6ebdb8;hb=rel_2_7#l153>
 date_color = 'green';
154<http://git.pls-net.org/gitweb/?p=templates_owwl.git;a=blob;f=opac/parts/record/copy_table.tt2;h=e2fb580c57ff0eca832bd02ba865a4b42c6ebdb8;hb=rel_2_7#l154>
 age_protect = l('Expired');
155<http://git.pls-net.org/gitweb/?p=templates_owwl.git;a=blob;f=opac/parts/record/copy_table.tt2;h=e2fb

[OPEN-ILS-GENERAL] Removing Age Protection after expired

[Josh Stompro]

Hello, does anyone else out there remove the age protection from copies after 
it has expired.  I've been asked to set that up, and it seems like a shame 
since it was designed to just work automatically, except that items with 
expired age protection still show up as age protected in the catalog.  There is 
a bug open about it at https://bugs.launchpad.net/evergreen/+bug/1251761

Does anyone currently go through and remove the age protection to get around 
that issue?  If so do you do it directly at the DB level or do you use the 
client?  Are there any gotchas about directly updating asset.copy to change the 
age protection and also changing the shelving location at the same time.

If anyone wants to combine resources to get that bug fixed, either with brain 
power or development funding let me know also.
Josh

Lake Agassiz Regional Library - Moorhead MN larl.org
Josh Stompro | Office 218.233.3757 EXT-139
LARL IT Director | Cell 218.790.2110

[OPEN-ILS-GENERAL] Recent Evergreen Releases - 2.9.1, 2.8.5, 2.7.8

[Josh Stompro]

Hello,
On 2015-11-18 2.9.1 and 2.8.5 were released, and on 2015-09-16 2.7.8 was 
released.

Evergreen 2.9.1 - Jason Stephenson - Release Manager

* Download Page - http://evergreen-ils.org/egdownloads/

* Changelog - http://evergreen-ils.org/downloads/ChangeLog-2.9.0-2.9.1

* Release Notes - 
http://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_9.html

* Upgrade Instructions - 
http://docs.evergreen-ils.org/2.9/_upgrading_the_evergreen_server.html

* Install Instructions - 
http://evergreen-ils.org/documentation/install/README_2_9.html

* List of Bugs Fixed -  https://launchpad.net/evergreen/+milestone/2.9.1

Evergreen 2.8.5 - Bill Erickson - Release Manager

* Download Page - http://evergreen-ils.org/egdownloads/

* Changelog - http://evergreen-ils.org/downloads/ChangeLog-2.8.4-2.8.5

* Release Notes - 
http://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_8.html

* Upgrade Instructions - 
http://docs.evergreen-ils.org/2.8/_upgrading_the_evergreen_server.html

* Install Instructions - 
http://evergreen-ils.org/documentation/install/README_2_8.html 
<http://evergreen-ils.org/documentation/install/README_2_8.html>

* List of Bugs Fixed - https://launchpad.net/evergreen/+milestone/2.8.5

Evergreen 2.7.8 - Ben Shum - Release Manager

* Download Page - http://evergreen-ils.org/egdownloads/

* Changelog - http://evergreen-ils.org/downloads/ChangeLog-2.7.7-2.7.8

* Release Notes - 
http://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_7.html

* Upgrade Instructions - 
http://docs.evergreen-ils.org/2.7/_upgrading_the_evergreen_server.html

* Install Instructions -  
http://evergreen-ils.org/documentation/install/README_2_7.html

* List of Bugs Fixed - https://launchpad.net/evergreen/+milestone/2.7.8


Lake Agassiz Regional Library - Moorhead MN larl.org
Josh Stompro | Office 218.233.3757 EXT-139
LARL IT Director | Cell 218.790.2110

[OPEN-ILS-GENERAL] Action Trigger Grouping Logic & Timing - Hold pickup

[Josh Stompro]

Hello, could someone please help me out with understanding a few things about 
action triggers, specifically about their use with hold pickup notices.

I just had a situation where a customers holdshelf items were checked in one 
every 30 minutes, so the customer received 4 phone calls, one for each item, so 
I just want to adjust our settings so that doesn't happen again.

First question, does the "Hold Shelf Status Delay" library setting have 
anything to do with action triggers?  Or is that just dealing with the display 
in the catalog?

Second question, the hold shelf events get grouped by the usr, when there are 
multiple events.  The Event def delays based on the shelf time field.  Does the 
delay logic take effect on the grouped events, or just on each event 
individually?  If the delay is 15 minutes, is that based on the latest event in 
the grouping, or just each item individually?

For hold pickup emails it isn't such a big deal, since emails are usually free 
to all parties.  Phone calls and SMS should try to minimize notifications since 
there are sometimes costs involved.  Maybe the telephony side of things should 
try to combine calls after they have been queued, and include a check to not 
call one number more than x times a day for the same customer to protect 
against a barrage of phone calls.

Another issue I have to figure out is how to deal with the sites that are only 
open 2-3 hours a day, 1-3 times a week.  They need hold pickup notifications to 
go out quickly to give the customer a chance to make it in during their limited 
hours, vs sites that are open 20+ hours a week that can afford to delay more to 
group more.

Any tips would be appreciated.
Thanks
Josh

[OPEN-ILS-GENERAL] Telephone notification

[Josh Stompro]

We went live with making automated hold pickup calls 2 weeks ago using the 
telephony setup included in the Evergreen repo and I love it.  It took me quite 
a bit of time to setup, there are many pieces to getting it going, but once it 
is done it works great.  A big huge thank you to Lebbeous Fogle-Weekley and Joe 
Atzberger for the code and all the docs and examples.

Using flowrout as our SIP provider we can place ~50 calls at a time, and the 
cost is so cheap, less than a penny a minute.  Along with the fact that the 
callerID can be customized for each call so customers can redial from the CID 
and get back to their library make it way way better than our old system that 
just had a single POTS line.

I ran into some issues with various items, and differences between what is in 
the docs vs what worked on Debian that I'll try to document also.

I'm working on filling in some of the pieces in the docs that were left as 
TODO.  I've got the Holidays section done.  
https://gist.github.com/stompro/6ac6607c35a32eebbd7a/revisions

I'm also planning on updating the "Rollover of failed notices" section and the 
revalidation section.  The revalidation seems to just work, I just had to 
uncomment the line and put in the correct hostname, and calls get validated 
before they are queued.  I didn't need to do anything to setup the justintime 
service.

I don't see any docs on setting up the smart retry feature.  Could someone give 
me an example of how that script is used in the asterisk dialplan.
http://git.evergreen-ils.org/?p=Evergreen.git;a=blob;f=Open-ILS/src/asterisk/pbx-daemon/eg-pbx-smart-retry.pl;h=9766113994d54bea53d163e9aa7dc7645d926f84;hb=0c9929ed83510f8180144c3935fdcd77f4d609eb

Thanks
Josh


Lake Agassiz Regional Library - Moorhead MN larl.org
Josh Stompro | Office 218.233.3757 EXT-139
LARL IT Director | Cell 218.790.2110

Re: [OPEN-ILS-GENERAL] In-Process items, centralized cataloging, filling random holds, not in Best Hold Selection order

[Josh Stompro]

Elaine,

Thanks for all the feedback.  It has helped me work though the options.  We do 
have a test system that we can try things out on, once I get it updated with a 
more recent copy of our production system.

Here is a summary of what I think our options are.


1.   Manually route in-progress items to the assigned locations.  Poses 
problems for us because we use floating and don't have a physical indication on 
the copy of where it initially needs to go.  If we did have a custom barcode 
label that specifies which location it goes to, or something similar this would 
work ok. There is a chance that an item would get to its home location and 
immediately get sent back to fill a hold at another location.  Watching for 
those situations would again take more manual checking.  We would rather have 
the system take care of it.

2.   Use top of queue/cut in line to force the new copies to fill the holds 
at the locations that we want the initial copies to go to.

a.   Pro: Items get to the initial locations they need to be at.

b.  Pro: Items wouldn't go somewhere just to be checked in and go back in 
transit to another location.

c.   Cons: Extra work to change the holds.

d.  Cons: Depending on how long of a time period passes between setting the 
Cut-in line for the holds and the copies getting processed

e.  Cons: Depending on the order that the copies are checked in, the item 
owning/circ lib won't match up with which hold they are going to fill.  This 
would make the catalog display confusing until all the holds are filled and 
items start floating at reshelving time.

I can think of a couple enhancements that would make this process smoother for 
us.  If anyone else is interested in something along these lines let me know so 
we can coordinate.

New Development/New Features

* A new checkin modifier that would force the use of the workstations 
org unit best hold selection sort order.  This would allow our cataloging 
stations to force a home proximity based sort, so the copies would 
automatically start filling holds at their assigned home libraries first.  If 
there are no holds at the home location then the oldest hold based on the 
normal proximity would take effect.  I can see this feature helping out other 
organizations.  It seems like a way to override the best hold selection sort 
based on physical location could be useful in other situations.  I don't know 
how feasible this would be to create.  Maybe it would be easy to just modify 
the copy object higher in the stack to change the owning lib for that copy just 
for the checkin.

* A new checkin modifier that would suppress holds but allow transits, 
so items would be routed to their home locations to start with and would start 
filling holds once they get there.  This would potentially send copies out to a 
location that has no local holds, so the item would immediately go back into 
transit, wasting time in transit.  So I think this option is less desirable 
than the first one.  But since there is already a suppress holds and transits 
checkin mod feature, there is more of a chance that I could figure out how to 
create this.

Josh Stompro - LARL IT Director

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Hardy, 
Elaine
Sent: Friday, November 06, 2015 9:13 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] In-Process items, centralized cataloging, 
filling random holds, not in Best Hold Selection order

Josh,

A floating collection would certainly change how you would handle items. No 
PINES library has a floating collections at this point, so I am not sure I can 
answer your questions since we don't have experience with it. I can tell you 
that, with PINES holds configuration, there is no guarantee after the 6 months 
hold protection is over that a location's item will fill a location's holds. It 
isn't unusual for Org Unit A's item to fill holds at OU B while OU B's item is 
filling holds at another OU. It is one of those things that annoys PINES staff 
but it does prevent an item from criss-crissing the state and spending too much 
time in transit as a result.

One downside to having all copies owned by one OU would be sorting copies 
amongst locations if you did ever stop floating your collection.

Consider, if you have a test server to set up holds testing/tracking and see 
what  happens under different scenarios that you know you encounter. If you 
don't have a test server,  I suggest you monitor and track how holds are 
functioning for a specific period of time. Whichever method you use, evaluate 
your workflow and settings based on your findings.  It may take time and cause 
for headaches along the  way; but, in the end you will have a practical 
understanding of how holds are functioning under your policies and workflows 
and will be better able to make any adjustments to either you need.

Elaine

J. Elaine Hardy
PINES

Re: [OPEN-ILS-GENERAL] In-Process items, centralized cataloging, filling random holds, not in Best Hold Selection order

[Josh Stompro]

Thanks Elaine,   I found out that the issue I was having with the specific 
title that seemed to fill the wrong hold was because our migrated holds all had 
a selection_depth of 1, and holds placed post migration have a selection depth 
of 0.  We had the selection depth included in our Best Hold Selection Sort 
order, which was sorting the holds based on that, which was prioritizing the 
holds with a depth of 0.  So the system was working exactly like it should, it 
just took me a while to figure it why.

I think the problem with checking in as a workstation for each location is that 
then the items would immediately fill holds and go onto the holdshelf.  
Notifying the patron that the item is ready, when it is really in transit.  
Maybe the capture local holds as transits checking mod would help with that.

I wish there was a checkin mod like the Suppress Holds and Transit that was 
just suppresses holds, which would just place the items in transit back to 
their circ lib.

We will try just sending the items without a transit, and see how that works 
out.  Thanks for the info.

Josh Stompro - LARL IT Director

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Hardy, 
Elaine
Sent: Thursday, November 05, 2015 10:37 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] In-Process items, centralized cataloging, 
filling random holds, not in Best Hold Selection order

Josh,

While we don't do centralized cataloging for the entire consortium, individual 
systems catalog at their headquarters and then send the items to owning 
branches. The items are in process until they are received by circulation at 
each branch. That is how in process was designed to function originally. Some 
libraries run reports for items in process longer than the expected transit 
time to see if material has gone astray . Some libraries include an "invoice", 
based on a report,of the items included in a delivery for branches to 
acknowledge receipt. So you can send items still in process to locations and 
keep track of them; but you would need to use reports to assist.

PINES libraries find that items rarely go astray - occasionally they might not 
make it into the delivery or are sent to the wrong branch. The most common 
problem is that they make it to the shelf at the correct location without being 
checked in. Running reports and shelf checking for items still in process 
should find most of the strayed items.

If you do want to continue checking the items in at central cataloging, it may 
be best to set up workstations for the separate locations and check each 
location in using that workstation login.

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 Josh 
Stompro
Sent: Wednesday, November 04, 2015 3:15 PM
To: Evergreen Discussion Group 
(open-ils-general@list.georgialibraries.org<mailto:open-ils-general@list.georgialibraries.org>)
Subject: [OPEN-ILS-GENERAL] In-Process items, centralized cataloging, filling 
random holds, not in Best Hold Selection order

Hello, I know I've heard mention of this issue, but I'm now trying to figure 
out how to deal with it and I cannot find a good explanation.

We are a consolidated system and do centralized cataloging, and assign initial 
owning and circ locations when the items are received based on number of holds 
for each pickup location.

So our normal process is to assign those locations for the items and then check 
in the items (at our Cataloging OU/workstation) so they will grab the holds and 
fill them.  So the items are in "in processing" status and then get checked in.

But the holds that are being grabbed seem to be somewhat random.  In the latest 
test case, it is the hold with the largest hold ID number that is getting 
assigned to a copy, which is the last hold that was placed.  So our Best Hold 
Selection sort order for opportunistic holds is being ignored, in many 
different ways.  It should be filling the oldest hold first when all the 
proximities are the same, but it isn't.

I've tried the retarget local holds, but the holds are not local, so that 
doesn't seem to do anything for us.  I've tried setting a new Best Hold 
Selection sort order based on hprox (Home proximity) on the cataloging OU so 
that the holds would be evaluated based on owning location -> pickup location 
proximity, but that doesn't change the behavior at all.  The first hold that 
gets selected is based on it having the highest hold ID.

It seems like it would work to just send the item

Re: [OPEN-ILS-GENERAL] In-Process items, centralized cataloging, filling random holds, not in Best Hold Selection order

[Josh Stompro]

Elaine, We just tried to work though how it would work to send items out 
without checking them in and I don't think we can make it work.  There is 
nothing on the items themselves that say which branch they go to, so we cannot 
simple look at the item to know where to send it.  We float everything so we 
don't need that info on the item.

So someone would need to look up the info on each item and manually add/create 
a routing slip at that point, which is quite a bit more work than just checking 
stuff in and printing a slip.

What I think might work for us is that when our Collections Dev librarian 
decides where the copies are initially allocated based on the holds, she can 
select the first X number of holds (where X = number of copies) for the 
locations where the items are going to be assigned, and use top of queue/cut in 
line to set those holds to be filled first.  Then when the items are checked in 
, they will fill those holds first and go to the correct locations.  It might 
make the catalog look a little strange, since there is no guarantee that 
location A's item will be filling location A's holds, unless we are really good 
about checking in the items in the right order.

Now I'm wondering if we can use floating to skip the volume creation step for 
each owning location?  Is there a downside to having all the items at one 
owning location with all the copies having different circulation library 
locations?

Josh Stompro - LARL IT Director

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Josh 
Stompro
Sent: Thursday, November 05, 2015 2:03 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] In-Process items, centralized cataloging, 
filling random holds, not in Best Hold Selection order

Thanks Elaine,   I found out that the issue I was having with the specific 
title that seemed to fill the wrong hold was because our migrated holds all had 
a selection_depth of 1, and holds placed post migration have a selection depth 
of 0.  We had the selection depth included in our Best Hold Selection Sort 
order, which was sorting the holds based on that, which was prioritizing the 
holds with a depth of 0.  So the system was working exactly like it should, it 
just took me a while to figure it why.

I think the problem with checking in as a workstation for each location is that 
then the items would immediately fill holds and go onto the holdshelf.  
Notifying the patron that the item is ready, when it is really in transit.  
Maybe the capture local holds as transits checking mod would help with that.

I wish there was a checkin mod like the Suppress Holds and Transit that was 
just suppresses holds, which would just place the items in transit back to 
their circ lib.

We will try just sending the items without a transit, and see how that works 
out.  Thanks for the info.

Josh Stompro - LARL IT Director

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Hardy, 
Elaine
Sent: Thursday, November 05, 2015 10:37 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] In-Process items, centralized cataloging, 
filling random holds, not in Best Hold Selection order

Josh,

While we don't do centralized cataloging for the entire consortium, individual 
systems catalog at their headquarters and then send the items to owning 
branches. The items are in process until they are received by circulation at 
each branch. That is how in process was designed to function originally. Some 
libraries run reports for items in process longer than the expected transit 
time to see if material has gone astray . Some libraries include an "invoice", 
based on a report,of the items included in a delivery for branches to 
acknowledge receipt. So you can send items still in process to locations and 
keep track of them; but you would need to use reports to assist.

PINES libraries find that items rarely go astray - occasionally they might not 
make it into the delivery or are sent to the wrong branch. The most common 
problem is that they make it to the shelf at the correct location without being 
checked in. Running reports and shelf checking for items still in process 
should find most of the strayed items.

If you do want to continue checking the items in at central cataloging, it may 
be best to set up workstations for the separate locations and check each 
location in using that workstation login.

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 Josh 
Stompro
Sent: W

[OPEN-ILS-GENERAL] In-Process items, centralized cataloging, filling random holds, not in Best Hold Selection order

[Josh Stompro]

Hello, I know I've heard mention of this issue, but I'm now trying to figure 
out how to deal with it and I cannot find a good explanation.

We are a consolidated system and do centralized cataloging, and assign initial 
owning and circ locations when the items are received based on number of holds 
for each pickup location.

So our normal process is to assign those locations for the items and then check 
in the items (at our Cataloging OU/workstation) so they will grab the holds and 
fill them.  So the items are in "in processing" status and then get checked in.

But the holds that are being grabbed seem to be somewhat random.  In the latest 
test case, it is the hold with the largest hold ID number that is getting 
assigned to a copy, which is the last hold that was placed.  So our Best Hold 
Selection sort order for opportunistic holds is being ignored, in many 
different ways.  It should be filling the oldest hold first when all the 
proximities are the same, but it isn't.

I've tried the retarget local holds, but the holds are not local, so that 
doesn't seem to do anything for us.  I've tried setting a new Best Hold 
Selection sort order based on hprox (Home proximity) on the cataloging OU so 
that the holds would be evaluated based on owning location -> pickup location 
proximity, but that doesn't change the behavior at all.  The first hold that 
gets selected is based on it having the highest hold ID.

It seems like it would work to just send the items to the correct owning 
location, without checking them in, but that seems wrong, there would be no 
record of the transit which would make it harder to find items that get lost on 
the way.

Can someone point me to the correct way to deal with this, or where the issue 
is discussed?
Thanks

Lake Agassiz Regional Library - Moorhead MN larl.org
Josh Stompro | Office 218.233.3757 EXT-139
LARL IT Director | Cell 218.790.2110

Re: [OPEN-ILS-GENERAL] Clear Holdshelf Report?

[Josh Stompro]

I just wanted to reply that the solution to my problem was the fact that there 
is a way to sort in receipt templates, I just didn't know about it.

It isn't in the official docs right now, but the details can be found on the 
MassLNC site at
http://masslnc.org/node/2528#Sorting_of_slips

Josh Stompro - LARL IT Director

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Josh 
Stompro
Sent: Wednesday, September 23, 2015 9:44 AM
To: Evergreen Discussion Group (open-ils-general@list.georgialibraries.org)
Subject: [OPEN-ILS-GENERAL] Clear Holdshelf Report?

Has anyone tried replicating the clear holdshelf process with a report that 
gets sent out on a regular basis?  I'm running into a few annoyances/roadblocks 
in making this process easy, a report that gets sent out via email every 
morning would make it very simple.


1.   Initial setup of columns in the view holdshelf area. ( I think this 
can be standardized by setting a global default though).

2.   Number of steps to get the information and have it sorted in the 
correct order.  Having to re-sort on several columns each time the view holds 
interface is loaded is an extra couple steps.

3.   %patron_barcode% doesn't work in hold shelf receipt templates.  Our 
hold shelves are self service, we print a code that includes the last two 
digits of the barcode on the hold slip.  So staff need to know that code when 
pulling items off of the holdshelf since that code is how the items are ordered 
on the holdshelf.  https://bugs.launchpad.net/evergreen/+bug/1254205

A report would make it easy to automate this process, no need for staff to deal 
with sorting the list each time it is run, or dealing with the receipt template 
that won't have the full sort code.  Staff members would just print off the 
list and pull the items for check-in with the clear-holdshelf modifier.

Josh

Lake Agassiz Regional Library - Moorhead MN larl.org
Josh Stompro | Office 218.233.3757 EXT-139
LARL IT Director | Cell 218.790.2110

[OPEN-ILS-GENERAL] Central/Global Receipt Templates by workstation OU?

[Josh Stompro]

Hello, I've setup the server side stored Print Templates using the 
/openils/var/web/xul/server/skin/custom.js method shown here.

http://wiki.evergreen-ils.org/doku.php?id=scratchpad:random_magic_spells#override_receipt_templates_globally

Does anyone know if the workstation OU shortname is available to that bit of 
code when it is executed?  I would like to be able to have a file per 
workstation OU shortname so I can customize some slips, and just use symlinks 
on the server to point to different files.  We all use the same receipt 
templates except for a few sites that have different hold slips based on what 
kind of furniture they have.

Thanks
Josh

Lake Agassiz Regional Library - Moorhead MN larl.org
Josh Stompro | Office 218.233.3757 EXT-139
LARL IT Director | Cell 218.790.2110

Re: [OPEN-ILS-GENERAL] Spine & Pocket label printing - Circulation Sets

[Josh Stompro]

Thanks Don, could you share what specific media/label stock you use with the 
Zebra TLP 2844 and your supplier for that media.
Thanks
Josh

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Donald 
Butterworth
Sent: Monday, October 12, 2015 9:09 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Spine & Pocket label printing - Circulation Sets

The folks at Asbury University have had success with a Zebra TLP 2844. It uses 
Thermal Transfer ribbon and prints spine+pocket labels on a role. Cost is 
between $300 and $400.
At Asbury Seminary we have been using an old Cub thermal transfer printer. We 
use it to print spine+pocket, and barcode labels. When it dies we will likely 
go with a Zebra like the University.
We are sold on printers that use thermal transfer ribbons. The print is very 
clear and fade resistant.

Don


On Mon, Oct 12, 2015 at 8:41 AM, Scott Thomas 
<sc...@albright.org<mailto:sc...@albright.org>> wrote:
Hi Josh,

When we migrated from Sirsidynix Symphony earlier in the year, one of our 
biggest challenges was label printing because we also print spine and pocket 
labels. The only solution we found was to use TSC TTP-247 thermal printers. 
When processing materials, we scan them into Item Status and dump Item Status 
to a .csv and import it into Bartender. We can print from there. We do not use 
the native Evergreen label printing utility. It was hard to set up, but, now 
that we have it all documented, it works well. Please let me know if you need 
additional information.

Scott


Scott  Thomas, MLS
Head of Information Technologies and Technical Services
Scranton Public Library
Lackawanna County Library System
2006 N. Main Ave.
Scranton, PA 18508
Ph: 570-207-2379
Fx: 570-348-3020
Email: sc...@albright.org<mailto:sc...@albright.org>




From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org<mailto:open-ils-general-boun...@list.georgialibraries.org>]
 On Behalf Of Elisabeth Keppler
Sent: Friday, October 09, 2015 5:11 PM
To: Evergreen Discussion Group 
<open-ils-general@list.georgialibraries.org<mailto:open-ils-general@list.georgialibraries.org>>
Subject: Re: [OPEN-ILS-GENERAL] Spine & Pocket label printing - Circulation Sets

Forsyth County (NC) uses the Dymo LabelWriter 450 series.  The printers are as 
little as $100 each from some vendors and the labels are available from many 
sources for pretty low prices.  It is a thermal solution, but you don't have to 
worry about wasting labels on sheets that aren't full and there's no ink or 
toner to buy.  Dymo makes a Twin version of the printer that lets you have two 
rolls working at once.  It's more expensive (up to $200) and we use pocket 
labels very rarely, so I don't think we bought any of that model.  We just 
switch out the rolls as needed.  I can't promise this would be the perfect 
solution for spine and pocket sets, but the more options you have, the better.

Good luck!

Lise

On Fri, Oct 9, 2015 at 4:08 PM, Josh Stompro 
<stomp...@exchange.larl.org<mailto:stomp...@exchange.larl.org>> wrote:
Hello, we are currently using Demco 1491670 (1 1/4” x 1” Spine + 2 5/8” x 1 ¼” 
Pocket labels, 16 to a sheet) printed on a laser printer.

I’ve seen the question asked a few times about what others are using to print 
the Spine+pocket labels but I haven’t seen any responses.  I’m hot having luck 
finding thermal printer stock for spine+pocket labels, which may also be called 
circulation sets.  We would be open to moving to thermal, but I haven’t found 
the stock we might need yet.  And I really don’t want one of the thermal 
printers that costs 2-4K$

The https://www.branchdistrictlibrary.org/professional/labels/ site looked 
promising, but the PDF library it uses doesn’t seem to support columns of 
different sizes.  The ezColumnStart function just takes the number of columns 
and the space between them.  Maybe that isn’t a huge deal if I treat the spine 
+ pocket as one label and just have two columns.

Is there any hope for non dot matrix printing of Spine + Pocket sets?

Thanks
Josh

Lake Agassiz Regional Library - Moorhead MN larl.org<http://larl.org>
Josh Stompro | Office 218.233.3757 EXT-139<tel:218.233.3757%20EXT-139>
LARL IT Director | Cell 218.790.2110




--
Lise Keppler, Technical Services
Forsyth County Public Library
2851 Fairlawn Dr
Winston Salem NC  27106
336-703-3048



--
Don Butterworth
Faculty Associate / Librarian III
B.L. Fisher Library
Asbury Theological Seminary
don.butterwo...@asburyseminary.edu<mailto:don.butterwo...@asburyseminary.edu>
(859) 858-2227

Re: [OPEN-ILS-GENERAL] Evergreen installation

[Josh Stompro]

Rigoberto, are you starting up all the services again after you restart the 
computer?  I don't think that startup/init scripts are part of the normal 
install.  So if you restart the server you will have to manually go in and 
start the opensrf services, then restart apache.  Apache always needs to be 
restarted after the opensrf services are started up.

Josh Stompro - LARL IT Director


-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Rigoberto Rodriguez
Sent: Friday, October 09, 2015 10:30 AM
To: open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] Evergreen installation

Hi Rogan,
I have some progress so far in my first installation of Evergreen thanks to you 
and the open-ils group help. After the installation everything works; I can 
open the site on the browser and I can use the staff client as well. However, 
after restarting the computer I get '500 Internal server error'. As I mentioned 
before I am using the scripts from 'berick/phasefx/stompro' on Debian Jessie at 
http://wiki.evergreen-ils.org/doku.php?id=server_installation:semi_automated. 

Any suggestion to point me on where to look at?

Thanks,
Rigoberto




On Wed, 2015-09-30 at 22:19 -0400, Rogan Hamby wrote:
> The easiest thing is to build the staff client.  The path will vary 
> based on your installation but it will be something like
> 
> 
> /home/opensrf/Evergreen/Open-ILS/xul/staff_client
> 
> 
> and run
> 
> 
> make linux64-client
> 
> 
> Then you can execute the staff client by running the xulrunner-bin and 
> passing it the application.ini
> 
> 
> 
> 
> 
> On Wed, Sep 30, 2015 at 10:12 PM, Rigoberto Rodriguez 
> <rrodrig...@bibdata.com> wrote:
> Hi everyone,
> I have just installed Evergreen running the script from
> 'berick/phasefx/stompro' on Debian Jessie. I am having
> problems finding
> the version of this installation to then find the appropriate
> staff
> client. Any help will be greatly appreciated.
> 
> Thanks,
> 
> Rigoberto
> 
> 
> 
> 
> 
> --
> 
> 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. Lewis

[OPEN-ILS-GENERAL] Clear Holdshelf Report?

[Josh Stompro]

Has anyone tried replicating the clear holdshelf process with a report that 
gets sent out on a regular basis?  I'm running into a few annoyances/roadblocks 
in making this process easy, a report that gets sent out via email every 
morning would make it very simple.


1.   Initial setup of columns in the view holdshelf area. ( I think this 
can be standardized by setting a global default though).

2.   Number of steps to get the information and have it sorted in the 
correct order.  Having to re-sort on several columns each time the view holds 
interface is loaded is an extra couple steps.

3.   %patron_barcode% doesn't work in hold shelf receipt templates.  Our 
hold shelves are self service, we print a code that includes the last two 
digits of the barcode on the hold slip.  So staff need to know that code when 
pulling items off of the holdshelf since that code is how the items are ordered 
on the holdshelf.  https://bugs.launchpad.net/evergreen/+bug/1254205

A report would make it easy to automate this process, no need for staff to deal 
with sorting the list each time it is run, or dealing with the receipt template 
that won't have the full sort code.  Staff members would just print off the 
list and pull the items for check-in with the clear-holdshelf modifier.

Josh

Lake Agassiz Regional Library - Moorhead MN larl.org
Josh Stompro | Office 218.233.3757 EXT-139
LARL IT Director | Cell 218.790.2110

Re: [OPEN-ILS-GENERAL] Soft Stalling - PINES hold white-paper

[Josh Stompro]

Thanks Grace, I understand what the document is saying now.  I was just 
confused by the idea that it was possible for the proximity to be setup based 
on geography, since the Org Unit Proximity Adjustments were not available then.

Thanks for the flow chart, we were shown that early on by our trainer, and I’ve 
wanted to get another look at it but I haven’t remembered to ask.

Is the source for that available?  Would it be possible to add that image to 
the official docs?
Thanks

Josh Stompro - LARL IT Director

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Grace 
Dunbar
Sent: Wednesday, September 09, 2015 8:47 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Soft Stalling - PINES hold white-paper

Josh,
Often, public library hierarchies follow loose geographic boundaries, like 
counties.  When Evergreen was launched, the best hold selection sort order 
feature and the proximity adjustment feature were not part of the Evergreen 
software.  At the time, org unit groups were the best representation the 
software could make of geographic groups.
Also, attached is a diagram that I created for PINES and the community back in 
2010 to try to diagram how the distinct parts of holds work together 
(targeting/opportunistic capture/re-targeting/stalling).  Hopefully, this may 
be of some help to you.  Note that the diagram has "" around "checked-in" 
because there are several actions that can trigger opportunistic capture such 
as checking items status, etc.

Cheers!
Grace

On Tue, Sep 8, 2015 at 9:35 AM, Hardy, Elaine 
<eha...@georgialibraries.org<mailto:eha...@georgialibraries.org>> wrote:
Josh,


It is actually explained earlier in the document. Proximity is one of two key 
misunderstandings (see numbered page 22 (26th page of document)). The complete 
sentence on numbered page 23 (27th page) is:


Due to a miscommunication between staff at Equinox Software and GPLS, proximity 
was defined as geographic rather than organizational.

Proximity was never geographic but was misunderstood to be so. It has always 
been organizational. This misapprehension was one of the issues that led to the 
belief amongst PINES libraries that holds didn’t work.

I often use the term current when referring to Evergreen functionality since it 
can change in the future as well as differing from past functionality.

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<mailto:open-ils-general-boun...@list.georgialibraries.org>]
 On Behalf Of Josh Stompro
Sent: Friday, September 04, 2015 2:01 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Soft Stalling - PINES hold white-paper

Hello Elaine, I’ve been reading through this report, and I’m curious about one 
section, hopefully this isn’t explained a little further down.

http://pines.georgialibraries.org/sites/default/files/files/Holds%20White%20Paper.pdf

On page 27, this statement is made “proximity was defined as geographic rather 
than organizational (see Figure 8).”

Then on page 28 there is a bullet point that says

“Current proximity is organizational not geographic.“

So was the proximity defined as geographic, then switched to organizational, 
which then caused issues because people were used to the geographic method?  Is 
that what that is saying?  Or is it saying that the perception was that 
proximity was based on geographic distance vs what it actually was 
(organizational distance).

Thanks

Josh Stompro - LARL IT Director

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Hardy, 
Elaine
Sent: Thursday, September 03, 2015 11:17 PM
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 Disc

Re: [OPEN-ILS-GENERAL] Soft Stalling - PINES hold white-paper

[Josh Stompro]

Hello Elaine, I've been reading through this report, and I'm curious about one 
section, hopefully this isn't explained a little further down.

http://pines.georgialibraries.org/sites/default/files/files/Holds%20White%20Paper.pdf

On page 27, this statement is made "proximity was defined as geographic rather 
than organizational (see Figure 8)."

Then on page 28 there is a bullet point that says

"Current proximity is organizational not geographic."

So was the proximity defined as geographic, then switched to organizational, 
which then caused issues because people were used to the geographic method?  Is 
that what that is saying?  Or is it saying that the perception was that 
proximity was based on geographic distance vs what it actually was 
(organizational distance).

Thanks

Josh Stompro - LARL IT Director

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Hardy, 
Elaine
Sent: Thursday, September 03, 2015 11:17 PM
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

[OPEN-ILS-GENERAL] Evergreen 2.8.3 and 2.7.7 released on 8/19/2015

[Josh Stompro]

In addition to the 2.9-beta release, there were also new 2.8 and 2.7 releases 
this week.  Thanks for all the bug fixes.

Evergreen 2.8.3 - Bill Erickson Release Manager

* Download Page - http://evergreen-ils.org/egdownloads/

* Changelog - http://evergreen-ils.org/downloads/ChangeLog-2.8.2-2.8.3

* Release Notes - 
http://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_8.html

* Upgrade Instructions - 
http://docs.evergreen-ils.org/2.8/_upgrading_the_evergreen_server.html

* Install Instructions - 
http://evergreen-ils.org/documentation/install/README_2_8.html

* List of Bugs Fixed - https://launchpad.net/evergreen/+milestone/2.8.3

Evergreen 2.7.7 - Ben Shum Release Manager

* Download Page - http://evergreen-ils.org/egdownloads/

* Changelog - http://evergreen-ils.org/downloads/ChangeLog-2.7.6-2.7.7

* Release Notes - 
http://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_7.html

* Upgrade Instructions - 
http://docs.evergreen-ils.org/2.7/_upgrading_the_evergreen_server.html

* Install Instructions - 
http://evergreen-ils.org/documentation/install/README_2_7.html

* List of Bugs Fixed - https://launchpad.net/evergreen/+milestone/2.7.7


Lake Agassiz Regional Library - Moorhead MN larl.org
Josh Stompro | Office 218.233.3757 EXT-139
LARL IT Director | Cell 218.790.2110

[OPEN-ILS-GENERAL] LARL/NWRL EG Community Group

[Josh Stompro]

Hello Evergreen Community,

We have just started an Evergreen Community Involvement group here at Lake 
Agassiz Regional Library (LARL) and Northwest Regional Library (NWRL) to give 
our staff members the time and support to become involved with the Evergreen 
Community.  I've asked the group members to introduce themselves on the 
Evergreen General list as a first step.  In the coming weeks we will be working 
through the various ways that are available to get involved so our staff 
members can find areas that interest them.

I've asked them all to send an introduction to this list, so I should probably 
do the same.

The LARL Headquarters is located in Moorhead MN, which is directly across the 
Red River from Fargo North Dakota.  LARL has 13 branches and 9 LINK sites (LINK 
sites are open less than 10 hours a week).   The NWRL Headquarters is located 
in Thief River Falls MN which is about 100 miles north of Moorhead.  NWRL has 7 
branches and 2 LINK sites.  LARL and NWRL are migrating to Evergreen in October 
this year from Innovative Millennium.  Equinox Software is doing our migration 
and providing ongoing support for our system.  LARL and NWRL have been sharing 
an automation system since ~1989, we started with a DRA system running on a VAX 
VMS server.

I've been working for LARL since 1998 when the library received a grant to 
replace some dumb terminals with PCs.  So they hired a couple of college kids 
for the summer to get them setup and installed.  Lucky for me, the computers 
didn't just run perfectly forever after they were installed, so I've had more 
work to do over the years.  I met my wife Kathleen at the Moorhead library in 
2004 while she was the Children's Librarian, and we got married in 2005.  We 
have two boys Logan (3) and Luke (1) with another boy on the way in January.

So far I've really enjoyed getting more involved with the Documentation 
Interest Group (DIG) since I've found that to be a great way to learn the 
system.  I've also enjoyed finding what issues have come up when installing 
evergreen on the new release of Debian (Jessie) and getting fixes for those 
things into the system.  And that is my attempt at an introduction.

Lake Agassiz Regional Library - Moorhead MN larl.org
Josh Stompro | Office 218.233.3757 EXT-139
LARL IT Director | Cell 218.790.2110

[OPEN-ILS-GENERAL] Intro to Evergreen Community Involvement Class

[Josh Stompro]

Hello EG Community, I'm just starting to go through the various ways to 
contribute to the Evergreen project with a group of staff members, and I'm 
wondering if anyone else has done this for their staff members and created a 
syllabus that I could borrow ideas from.  Or if anyone just has suggestions on 
what areas would be good to cover please let me know.


Here is my rough draft of what the class is going to consist of.
https://docs.google.com/document/d/1lHCUpaa-YjNWLE6tYTeBKEWLKPxiuE0DwzEmHylG2I4/pub

Thanks
Josh

Lake Agassiz Regional Library - Moorhead MN larl.org
Josh Stompro | Office 218.233.3757 EXT-139
LARL IT Director | Cell 218.790.2110

Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] Apache leaking sockets/FD

[Josh Stompro]

Adding a close seems to have fixed the problem for me.  To try it out I edited 
/usr/local/share/perl/5.20.2/OpenILS/WWW/EGCatLoader/Record.pm and changed line 
577 to
   576  # To avoid a lot of hanging connections.
   577  if ($content-{request}) {
   578  $content-{request}-shutdown(2);
   579  $content-{request}-close();
   580  }

Now when I load a bib detail record the number of orphaned sock connections 
doesn’t keep climbing.  I’ll test some more and open a bug if it continues to 
look good.

Josh

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Josh 
Stompro
Sent: Thursday, July 23, 2015 2:27 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] Apache leaking sockets/FD

I just took a look at a test system running Debian Wheezy with EG 2.8.2 and 
Opensrf 2.4.1, same issue, each page load of a record detail page leaks 5 file 
descriptors, that show up when doing a “lsof | grep “\sock\” | wc –l” before 
and after the request.

So the steps to test it are.


1.   Run “lsof |grep \sock\ | wc –l” to see how many orphan FD there 
currently are.

2.   Load a record detail page to trigger the added_content connections 
back to the local host.  http://egcatalog/eg/opac/record/10

3.   Run “lsof |grep \sock\ | wc –l” to see if the number increased.

I don’t have a non openvz based system to test on right now.  I would love to 
hear if anyone else sees this.
Josh

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Josh 
Stompro
Sent: Thursday, July 23, 2015 2:06 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] Apache leaking sockets/FD

I found this page that seems to say that a close is always needed after a 
shutdown of a socket to free the FD.
http://www.perlmonks.org/?node=108244

I’ll look at my other test systems and see if I see the same issue, but haven’t 
noticed it because of the low number of requests.
Josh

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Josh 
Stompro
Sent: Thursday, July 23, 2015 1:31 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] Apache leaking sockets/FD

This is what strace shos me.

[pid 14793] socket(PF_INET, SOCK_STREAM, IPPROTO_TCP unfinished ...
[pid 14793] ... socket resumed )  = 83
[pid 14793] ioctl(83, SNDCTL_TMR_TIMEBASE or SNDRV_TIMER_IOCTL_NEXT_DEVICE or 
TCGETS unfinished ...
[pid 14793] ... ioctl resumed , 0x7fffb83df850) = -1 EINVAL (Invalid argument)
[pid 14793] lseek(83, 0, SEEK_CUR unfinished ...
[pid 14793] ... lseek resumed )   = -1 ESPIPE (Illegal seek)
[pid 14793] ioctl(83, SNDCTL_TMR_TIMEBASE or SNDRV_TIMER_IOCTL_NEXT_DEVICE or 
TCGETS unfinished ...
[pid 14793] ... ioctl resumed , 0x7fffb83df850) = -1 EINVAL (Invalid argument)
[pid 14793] lseek(83, 0, SEEK_CUR unfinished ...
[pid 14793] ... lseek resumed )   = -1 ESPIPE (Illegal seek)
[pid 14793] fcntl(83, F_SETFD, FD_CLOEXEC unfinished ...
[pid 14793] ... fcntl resumed )   = 0
[pid 14793] connect(83, {sa_family=AF_INET, sin_port=htons(80), 
sin_addr=inet_addr(192.168.46.32)}, 16 unfinished ...
[pid 14793] ... connect resumed ) = 0
[pid 14793] write(83, HEAD /opac/extras/ac/summary/html/r/1001 
HTTP/1.1\r\nConnection: close\r\nHost: virt-egapp2.larl.org\r\n\r\n, 100 
unfinished ...
[pid 14793] ... write resumed )   = 100
[pid 14793] read(83,  unfinished ...
[pid 14793] ... read resumed HTTP/1.1 404 Not Found\r\nDate: Thu, 23 Jul 
2015 03:16:49 GMT\r\nServer: Apache/2.4.10 (Debian)\r\nConnection: 
close\r\nContent-Type: text/html; charset=iso-8859-1\r\n\r\n, 1024) = 159
[pid 14793] shutdown(83, SHUT_RDWR unfinished ...
[pid 14793] ... shutdown resumed )= 0

After this point FD 83 never shows up again in the strace log, but it does show 
up in the lsof –p pid display as shown before.  I’m wondering if that is 
because no close for FD 83 is called?  I’ve read that sometimes the shutdown() 
implementation includes the close, and sometimes it does not.  I’m trying to 
figure out if the shutdown at the end of EGCatLoader/Record.pm includes a 
close.. or if the implementation changed with the versions of the perl libs 
that Jessie has.

I’m also wondering if I’m way off base or not.

Josh

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Josh 
Stompro
Sent: Thursday, July 23, 2015 10:03 AM
To: Evergreen Development Discussion List; Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] Apache leaking sockets/FD

Hello Mike,

Lsof –n –P –p pid doesn’t give any new info about those connections.

ot@virt-egapp2:/openils/var/templates# lsof -n -P -p 5684
COMMANDPIDUSER   FD   TYPE DEVICE SIZE/OFF NODE NAME
/usr/sbin 5684 opensrf  cwdDIR   0,45 4096 34071974 /
/usr/sbin 5684 opensrf

Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] Apache leaking sockets/FD

[Josh Stompro]

Hello Mike,

Lsof –n –P –p pid doesn’t give any new info about those connections.

ot@virt-egapp2:/openils/var/templates# lsof -n -P -p 5684
COMMANDPIDUSER   FD   TYPE DEVICE SIZE/OFF NODE NAME
/usr/sbin 5684 opensrf  cwdDIR   0,45 4096 34071974 /
/usr/sbin 5684 opensrf  rtdDIR   0,45 4096 34071974 /
/usr/sbin 5684 opensrf  txtREG   0,45   654136 34947316 
/usr/sbin/apache2
/usr/sbin 5684 opensrf  memREG  253,2  35374581 
/lib/x86_64-linux-gnu/libnss_dns-2.19.so (path dev=0,45)
/usr/sbin 5684 opensrf  memREG  253,2  39379859 
/usr/lib/x86_64-linux-gnu/perl/5.20.2/auto/Hash/Util/Util.so (path dev=0,45)
/usr/sbin 5684 opensrf  memREG   0,50  66964636 
(deleted)/dev/zero (stat: No such file or directory)
SNIP
/usr/sbin 5684 opensrf   35u  sock0,6  0t0 67405034 can't 
identify protocol
/usr/sbin 5684 opensrf   36u  sock0,6  0t0 67405037 can't 
identify protocol
/usr/sbin 5684 opensrf   37u  sock0,6  0t0 67405040 can't 
identify protocol
/usr/sbin 5684 opensrf   38u  sock0,6  0t0 67405043 can't 
identify protocol
/usr/sbin 5684 opensrf   39u  sock0,6  0t0 67405046 can't 
identify protocol
/usr/sbin 5684 opensrf   40u  sock0,6  0t0 67689829 can't 
identify protocol
/usr/sbin 5684 opensrf   41u  sock0,6  0t0 67689832 can't 
identify protocol
/usr/sbin 5684 opensrf   42u  sock0,6  0t0 67689835 can't 
identify protocol
/usr/sbin 5684 opensrf   43u  sock0,6  0t0 67689838 can't 
identify protocol
/usr/sbin 5684 opensrf   44u  sock0,6  0t0 67689841 can't 
identify protocol

From using strace it looks like the problem connections are from apache trying 
to load the various added content types, the connections get shutdown but the 
FD for the socket never gets closed.   
https://github.com/evergreen-library-system/Evergreen/blob/6bb8ea5599d39d41d623d1891b3c509c4e439178/Open-ILS/src/perlmods/lib/OpenILS/WWW/EGCatLoader/Record.pm#L577

I’ll post more info when I get a chance, time to take the kids to the park 
before we all go stir crazy ;-)
Josh

From: Open-ils-dev [mailto:open-ils-dev-boun...@list.georgialibraries.org] On 
Behalf Of Mike Rylander
Sent: Thursday, July 23, 2015 8:02 AM
To: Evergreen Discussion Group
Cc: open-ils-...@list.georgialibraries.org
Subject: Re: [OPEN-ILS-DEV] [OPEN-ILS-GENERAL] Apache leaking sockets/FD

Josh,

When you see this happen again, please try `lsof -n -P -p pid` (note the -n 
and -P) instead.  That will give the IP addrs and port numbers without 
attempting to convert host or service names and should help you identify the 
offending connections.

Regards,


--
Mike Rylander
 | President
 | Equinox Software, Inc. / The Open Source Experts
 | phone:  1-877-OPEN-ILS (673-6457)
 | email:  mi...@esilibrary.commailto:mi...@esilibrary.com
 | web:  http://www.esilibrary.com


On Wed, Jul 22, 2015 at 9:14 PM, Josh Stompro 
stomp...@exchange.larl.orgmailto:stomp...@exchange.larl.org wrote:
Greetings,  I’ve been trying to figure out why my two front end Evergreen 
application servers keep hitting some resource limits having to do with tcp 
sockets (numtcpsock openvz beancounters).

I’m running EG 2.8.2, OpenSRF 2.4.1, Debian Jessie in an Openvz container on 
Proxmox VE 3.4

Nothing looks out of the ordinary when I look at the output of ‘ss –s’ or 
‘netstat –a’, but the numtcpsock counter keeps going up, until I have 5000+ 
reported open tcp socket connections.

I think I’ve narrowed it down to apache, since restarting apache resets the 
numtcpsock numbers back in line with what is reported by ‘ss –s’

If I take a look at all the open fd’s of an apache process, I see a bunch of 
the following.  So I think some socket connections are being opened but not 
closed properly.

(lsof –p pid)

/usr/sbin 11821 opensrf  171u  sock0,6  0t0 61135031 can't 
identify protocol
/usr/sbin 11821 opensrf  172u  sock0,6  0t0 61135034 can't 
identify protocol
/usr/sbin 11821 opensrf  173u  sock0,6  0t0 61135037 can't 
identify protocol
/usr/sbin 11821 opensrf  174u  sock0,6  0t0 61321969 can't 
identify protocol
/usr/sbin 11821 opensrf  175u  sock0,6  0t0 61321972 can't 
identify protocol
/usr/sbin 11821 opensrf  176u  sock0,6  0t0 61321975 can't 
identify protocol
/usr/sbin 11821 opensrf  177u  sock0,6  0t0 61321978 can't 
identify protocol
/usr/sbin 11821 opensrf  178u  sock0,6  0t0 61321981 can't 
identify protocol
/usr/sbin 11821 opensrf  179u  sock0,6  0t0 61458539 can't 
identify protocol
/usr/sbin 11821 opensrf  180u  sock0,6  0t0 61458542 can't 
identify protocol

Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] Apache leaking sockets/FD

[Josh Stompro]

I found this page that seems to say that a close is always needed after a 
shutdown of a socket to free the FD.
http://www.perlmonks.org/?node=108244

I’ll look at my other test systems and see if I see the same issue, but haven’t 
noticed it because of the low number of requests.
Josh

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Josh 
Stompro
Sent: Thursday, July 23, 2015 1:31 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] Apache leaking sockets/FD

This is what strace shows me.

[pid 14793] socket(PF_INET, SOCK_STREAM, IPPROTO_TCP unfinished ...
[pid 14793] ... socket resumed )  = 83
[pid 14793] ioctl(83, SNDCTL_TMR_TIMEBASE or SNDRV_TIMER_IOCTL_NEXT_DEVICE or 
TCGETS unfinished ...
[pid 14793] ... ioctl resumed , 0x7fffb83df850) = -1 EINVAL (Invalid argument)
[pid 14793] lseek(83, 0, SEEK_CUR unfinished ...
[pid 14793] ... lseek resumed )   = -1 ESPIPE (Illegal seek)
[pid 14793] ioctl(83, SNDCTL_TMR_TIMEBASE or SNDRV_TIMER_IOCTL_NEXT_DEVICE or 
TCGETS unfinished ...
[pid 14793] ... ioctl resumed , 0x7fffb83df850) = -1 EINVAL (Invalid argument)
[pid 14793] lseek(83, 0, SEEK_CUR unfinished ...
[pid 14793] ... lseek resumed )   = -1 ESPIPE (Illegal seek)
[pid 14793] fcntl(83, F_SETFD, FD_CLOEXEC unfinished ...
[pid 14793] ... fcntl resumed )   = 0
[pid 14793] connect(83, {sa_family=AF_INET, sin_port=htons(80), 
sin_addr=inet_addr(192.168.46.32)}, 16 unfinished ...
[pid 14793] ... connect resumed ) = 0
[pid 14793] write(83, HEAD /opac/extras/ac/summary/html/r/1001 
HTTP/1.1\r\nConnection: close\r\nHost: virt-egapp2.larl.org\r\n\r\n, 100 
unfinished ...
[pid 14793] ... write resumed )   = 100
[pid 14793] read(83,  unfinished ...
[pid 14793] ... read resumed HTTP/1.1 404 Not Found\r\nDate: Thu, 23 Jul 
2015 03:16:49 GMT\r\nServer: Apache/2.4.10 (Debian)\r\nConnection: 
close\r\nContent-Type: text/html; charset=iso-8859-1\r\n\r\n, 1024) = 159
[pid 14793] shutdown(83, SHUT_RDWR unfinished ...
[pid 14793] ... shutdown resumed )= 0

After this point FD 83 never shows up again in the strace log, but it does show 
up in the lsof –p pid display as shown before.  I’m wondering if that is 
because no close for FD 83 is called?  I’ve read that sometimes the shutdown() 
implementation includes the close, and sometimes it does not.  I’m trying to 
figure out if the shutdown at the end of EGCatLoader/Record.pm includes a 
close.. or if the implementation changed with the versions of the perl libs 
that Jessie has.

I’m also wondering if I’m way off base or not.

Josh

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Josh 
Stompro
Sent: Thursday, July 23, 2015 10:03 AM
To: Evergreen Development Discussion List; Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] Apache leaking sockets/FD

Hello Mike,

Lsof –n –P –p pid doesn’t give any new info about those connections.

ot@virt-egapp2:/openils/var/templates# lsof -n -P -p 5684
COMMANDPIDUSER   FD   TYPE DEVICE SIZE/OFF NODE NAME
/usr/sbin 5684 opensrf  cwdDIR   0,45 4096 34071974 /
/usr/sbin 5684 opensrf  rtdDIR   0,45 4096 34071974 /
/usr/sbin 5684 opensrf  txtREG   0,45   654136 34947316 
/usr/sbin/apache2
/usr/sbin 5684 opensrf  memREG  253,2  35374581 
/lib/x86_64-linux-gnu/libnss_dns-2.19.so (path dev=0,45)
/usr/sbin 5684 opensrf  memREG  253,2  39379859 
/usr/lib/x86_64-linux-gnu/perl/5.20.2/auto/Hash/Util/Util.so (path dev=0,45)
/usr/sbin 5684 opensrf  memREG   0,50  66964636 
(deleted)/dev/zero (stat: No such file or directory)
SNIP
/usr/sbin 5684 opensrf   35u  sock0,6  0t0 67405034 can't 
identify protocol
/usr/sbin 5684 opensrf   36u  sock0,6  0t0 67405037 can't 
identify protocol
/usr/sbin 5684 opensrf   37u  sock0,6  0t0 67405040 can't 
identify protocol
/usr/sbin 5684 opensrf   38u  sock0,6  0t0 67405043 can't 
identify protocol
/usr/sbin 5684 opensrf   39u  sock0,6  0t0 67405046 can't 
identify protocol
/usr/sbin 5684 opensrf   40u  sock0,6  0t0 67689829 can't 
identify protocol
/usr/sbin 5684 opensrf   41u  sock0,6  0t0 67689832 can't 
identify protocol
/usr/sbin 5684 opensrf   42u  sock0,6  0t0 67689835 can't 
identify protocol
/usr/sbin 5684 opensrf   43u  sock0,6  0t0 67689838 can't 
identify protocol
/usr/sbin 5684 opensrf   44u  sock0,6  0t0 67689841 can't 
identify protocol

From using strace it looks like the problem connections are from apache trying 
to load the various added content types, the connections get shutdown but the 
FD for the socket never gets closed.   
https://github.com/evergreen-library-system/Evergreen

Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] Apache leaking sockets/FD

[Josh Stompro]

I just took a look at a test system running Debian Wheezy with EG 2.8.2 and 
Opensrf 2.4.1, same issue, each page load of a record detail page leaks 5 file 
descriptors, that show up when doing a “lsof | grep “\sock\” | wc –l” before 
and after the request.

So the steps to test it are.


1.   Run “lsof |grep \sock\ | wc –l” to see how many orphan FD there 
currently are.

2.   Load a record detail page to trigger the added_content connections 
back to the local host.  http://egcatalog/eg/opac/record/10

3.   Run “lsof |grep \sock\ | wc –l” to see if the number increased.

I don’t have a non openvz based system to test on right now.  I would love to 
hear if anyone else sees this.
Josh

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Josh 
Stompro
Sent: Thursday, July 23, 2015 2:06 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] Apache leaking sockets/FD

I found this page that seems to say that a close is always needed after a 
shutdown of a socket to free the FD.
http://www.perlmonks.org/?node=108244

I’ll look at my other test systems and see if I see the same issue, but haven’t 
noticed it because of the low number of requests.
Josh

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Josh 
Stompro
Sent: Thursday, July 23, 2015 1:31 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] Apache leaking sockets/FD

This is what strace shos me.

[pid 14793] socket(PF_INET, SOCK_STREAM, IPPROTO_TCP unfinished ...
[pid 14793] ... socket resumed )  = 83
[pid 14793] ioctl(83, SNDCTL_TMR_TIMEBASE or SNDRV_TIMER_IOCTL_NEXT_DEVICE or 
TCGETS unfinished ...
[pid 14793] ... ioctl resumed , 0x7fffb83df850) = -1 EINVAL (Invalid argument)
[pid 14793] lseek(83, 0, SEEK_CUR unfinished ...
[pid 14793] ... lseek resumed )   = -1 ESPIPE (Illegal seek)
[pid 14793] ioctl(83, SNDCTL_TMR_TIMEBASE or SNDRV_TIMER_IOCTL_NEXT_DEVICE or 
TCGETS unfinished ...
[pid 14793] ... ioctl resumed , 0x7fffb83df850) = -1 EINVAL (Invalid argument)
[pid 14793] lseek(83, 0, SEEK_CUR unfinished ...
[pid 14793] ... lseek resumed )   = -1 ESPIPE (Illegal seek)
[pid 14793] fcntl(83, F_SETFD, FD_CLOEXEC unfinished ...
[pid 14793] ... fcntl resumed )   = 0
[pid 14793] connect(83, {sa_family=AF_INET, sin_port=htons(80), 
sin_addr=inet_addr(192.168.46.32)}, 16 unfinished ...
[pid 14793] ... connect resumed ) = 0
[pid 14793] write(83, HEAD /opac/extras/ac/summary/html/r/1001 
HTTP/1.1\r\nConnection: close\r\nHost: virt-egapp2.larl.org\r\n\r\n, 100 
unfinished ...
[pid 14793] ... write resumed )   = 100
[pid 14793] read(83,  unfinished ...
[pid 14793] ... read resumed HTTP/1.1 404 Not Found\r\nDate: Thu, 23 Jul 
2015 03:16:49 GMT\r\nServer: Apache/2.4.10 (Debian)\r\nConnection: 
close\r\nContent-Type: text/html; charset=iso-8859-1\r\n\r\n, 1024) = 159
[pid 14793] shutdown(83, SHUT_RDWR unfinished ...
[pid 14793] ... shutdown resumed )= 0

After this point FD 83 never shows up again in the strace log, but it does show 
up in the lsof –p pid display as shown before.  I’m wondering if that is 
because no close for FD 83 is called?  I’ve read that sometimes the shutdown() 
implementation includes the close, and sometimes it does not.  I’m trying to 
figure out if the shutdown at the end of EGCatLoader/Record.pm includes a 
close.. or if the implementation changed with the versions of the perl libs 
that Jessie has.

I’m also wondering if I’m way off base or not.

Josh

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Josh 
Stompro
Sent: Thursday, July 23, 2015 10:03 AM
To: Evergreen Development Discussion List; Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] Apache leaking sockets/FD

Hello Mike,

Lsof –n –P –p pid doesn’t give any new info about those connections.

ot@virt-egapp2:/openils/var/templates# lsof -n -P -p 5684
COMMANDPIDUSER   FD   TYPE DEVICE SIZE/OFF NODE NAME
/usr/sbin 5684 opensrf  cwdDIR   0,45 4096 34071974 /
/usr/sbin 5684 opensrf  rtdDIR   0,45 4096 34071974 /
/usr/sbin 5684 opensrf  txtREG   0,45   654136 34947316 
/usr/sbin/apache2
/usr/sbin 5684 opensrf  memREG  253,2  35374581 
/lib/x86_64-linux-gnu/libnss_dns-2.19.so (path dev=0,45)
/usr/sbin 5684 opensrf  memREG  253,2  39379859 
/usr/lib/x86_64-linux-gnu/perl/5.20.2/auto/Hash/Util/Util.so (path dev=0,45)
/usr/sbin 5684 opensrf  memREG   0,50  66964636 
(deleted)/dev/zero (stat: No such file or directory)
SNIP
/usr/sbin 5684 opensrf   35u  sock0,6  0t0 67405034 can't 
identify protocol
/usr/sbin 5684 opensrf   36u  sock0,6  0t0 67405037 can't 
identify protocol
/usr/sbin 5684 opensrf   37u  sock0,6  0t0

Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] Apache leaking sockets/FD

[Josh Stompro]

This is what strace shows me.

[pid 14793] socket(PF_INET, SOCK_STREAM, IPPROTO_TCP unfinished ...
[pid 14793] ... socket resumed )  = 83
[pid 14793] ioctl(83, SNDCTL_TMR_TIMEBASE or SNDRV_TIMER_IOCTL_NEXT_DEVICE or 
TCGETS unfinished ...
[pid 14793] ... ioctl resumed , 0x7fffb83df850) = -1 EINVAL (Invalid argument)
[pid 14793] lseek(83, 0, SEEK_CUR unfinished ...
[pid 14793] ... lseek resumed )   = -1 ESPIPE (Illegal seek)
[pid 14793] ioctl(83, SNDCTL_TMR_TIMEBASE or SNDRV_TIMER_IOCTL_NEXT_DEVICE or 
TCGETS unfinished ...
[pid 14793] ... ioctl resumed , 0x7fffb83df850) = -1 EINVAL (Invalid argument)
[pid 14793] lseek(83, 0, SEEK_CUR unfinished ...
[pid 14793] ... lseek resumed )   = -1 ESPIPE (Illegal seek)
[pid 14793] fcntl(83, F_SETFD, FD_CLOEXEC unfinished ...
[pid 14793] ... fcntl resumed )   = 0
[pid 14793] connect(83, {sa_family=AF_INET, sin_port=htons(80), 
sin_addr=inet_addr(192.168.46.32)}, 16 unfinished ...
[pid 14793] ... connect resumed ) = 0
[pid 14793] write(83, HEAD /opac/extras/ac/summary/html/r/1001 
HTTP/1.1\r\nConnection: close\r\nHost: virt-egapp2.larl.org\r\n\r\n, 100 
unfinished ...
[pid 14793] ... write resumed )   = 100
[pid 14793] read(83,  unfinished ...
[pid 14793] ... read resumed HTTP/1.1 404 Not Found\r\nDate: Thu, 23 Jul 
2015 03:16:49 GMT\r\nServer: Apache/2.4.10 (Debian)\r\nConnection: 
close\r\nContent-Type: text/html; charset=iso-8859-1\r\n\r\n, 1024) = 159
[pid 14793] shutdown(83, SHUT_RDWR unfinished ...
[pid 14793] ... shutdown resumed )= 0

After this point FD 83 never shows up again in the strace log, but it does show 
up in the lsof –p pid display as shown before.  I’m wondering if that is 
because no close for FD 83 is called?  I’ve read that sometimes the shutdown() 
implementation includes the close, and sometimes it does not.  I’m trying to 
figure out if the shutdown at the end of EGCatLoader/Record.pm includes a 
close.. or if the implementation changed with the versions of the perl libs 
that Jessie has.

I’m also wondering if I’m way off base or not.

Josh

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Josh 
Stompro
Sent: Thursday, July 23, 2015 10:03 AM
To: Evergreen Development Discussion List; Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] Apache leaking sockets/FD

Hello Mike,

Lsof –n –P –p pid doesn’t give any new info about those connections.

ot@virt-egapp2:/openils/var/templates# lsof -n -P -p 5684
COMMANDPIDUSER   FD   TYPE DEVICE SIZE/OFF NODE NAME
/usr/sbin 5684 opensrf  cwdDIR   0,45 4096 34071974 /
/usr/sbin 5684 opensrf  rtdDIR   0,45 4096 34071974 /
/usr/sbin 5684 opensrf  txtREG   0,45   654136 34947316 
/usr/sbin/apache2
/usr/sbin 5684 opensrf  memREG  253,2  35374581 
/lib/x86_64-linux-gnu/libnss_dns-2.19.so (path dev=0,45)
/usr/sbin 5684 opensrf  memREG  253,2  39379859 
/usr/lib/x86_64-linux-gnu/perl/5.20.2/auto/Hash/Util/Util.so (path dev=0,45)
/usr/sbin 5684 opensrf  memREG   0,50  66964636 
(deleted)/dev/zero (stat: No such file or directory)
SNIP
/usr/sbin 5684 opensrf   35u  sock0,6  0t0 67405034 can't 
identify protocol
/usr/sbin 5684 opensrf   36u  sock0,6  0t0 67405037 can't 
identify protocol
/usr/sbin 5684 opensrf   37u  sock0,6  0t0 67405040 can't 
identify protocol
/usr/sbin 5684 opensrf   38u  sock0,6  0t0 67405043 can't 
identify protocol
/usr/sbin 5684 opensrf   39u  sock0,6  0t0 67405046 can't 
identify protocol
/usr/sbin 5684 opensrf   40u  sock0,6  0t0 67689829 can't 
identify protocol
/usr/sbin 5684 opensrf   41u  sock0,6  0t0 67689832 can't 
identify protocol
/usr/sbin 5684 opensrf   42u  sock0,6  0t0 67689835 can't 
identify protocol
/usr/sbin 5684 opensrf   43u  sock0,6  0t0 67689838 can't 
identify protocol
/usr/sbin 5684 opensrf   44u  sock0,6  0t0 67689841 can't 
identify protocol

From using strace it looks like the problem connections are from apache trying 
to load the various added content types, the connections get shutdown but the 
FD for the socket never gets closed.   
https://github.com/evergreen-library-system/Evergreen/blob/6bb8ea5599d39d41d623d1891b3c509c4e439178/Open-ILS/src/perlmods/lib/OpenILS/WWW/EGCatLoader/Record.pm#L577

I’ll post more info when I get a chance, time to take the kids to the park 
before we all go stir crazy ;-)
Josh

From: Open-ils-dev [mailto:open-ils-dev-boun...@list.georgialibraries.org] On 
Behalf Of Mike Rylander
Sent: Thursday, July 23, 2015 8:02 AM
To: Evergreen Discussion Group
Cc: 
open-ils-...@list.georgialibraries.orgmailto:open-ils-...@list.georgialibraries.org
Subject: Re: [OPEN-ILS-DEV] [OPEN-ILS-GENERAL] Apache

[OPEN-ILS-GENERAL] Apache leaking sockets/FD

[Josh Stompro]

Greetings,  I've been trying to figure out why my two front end Evergreen 
application servers keep hitting some resource limits having to do with tcp 
sockets (numtcpsock openvz beancounters).

I'm running EG 2.8.2, OpenSRF 2.4.1, Debian Jessie in an Openvz container on 
Proxmox VE 3.4

Nothing looks out of the ordinary when I look at the output of 'ss -s' or 
'netstat -a', but the numtcpsock counter keeps going up, until I have 5000+ 
reported open tcp socket connections.

I think I've narrowed it down to apache, since restarting apache resets the 
numtcpsock numbers back in line with what is reported by 'ss -s'

If I take a look at all the open fd's of an apache process, I see a bunch of 
the following.  So I think some socket connections are being opened but not 
closed properly.

(lsof -p pid)

/usr/sbin 11821 opensrf  171u  sock0,6  0t0 61135031 can't 
identify protocol
/usr/sbin 11821 opensrf  172u  sock0,6  0t0 61135034 can't 
identify protocol
/usr/sbin 11821 opensrf  173u  sock0,6  0t0 61135037 can't 
identify protocol
/usr/sbin 11821 opensrf  174u  sock0,6  0t0 61321969 can't 
identify protocol
/usr/sbin 11821 opensrf  175u  sock0,6  0t0 61321972 can't 
identify protocol
/usr/sbin 11821 opensrf  176u  sock0,6  0t0 61321975 can't 
identify protocol
/usr/sbin 11821 opensrf  177u  sock0,6  0t0 61321978 can't 
identify protocol
/usr/sbin 11821 opensrf  178u  sock0,6  0t0 61321981 can't 
identify protocol
/usr/sbin 11821 opensrf  179u  sock0,6  0t0 61458539 can't 
identify protocol
/usr/sbin 11821 opensrf  180u  sock0,6  0t0 61458542 can't 
identify protocol
/usr/sbin 11821 opensrf  181u  sock0,6  0t0 61458545 can't 
identify protocol
/usr/sbin 11821 opensrf  182u  sock0,6  0t0 61458548 can't 
identify protocol
/usr/sbin 11821 opensrf  183u  sock0,6  0t0 61458551 can't 
identify protocol
/usr/sbin 11821 opensrf  184u  sock0,6  0t0 62085495 can't 
identify protocol
/usr/sbin 11821 opensrf  185u  sock0,6  0t0 62085498 can't 
identify protocol
/usr/sbin 11821 opensrf  186u  sock0,6  0t0 62085501 can't 
identify protocol
/usr/sbin 11821 opensrf  187u  sock0,6  0t0 62085504 can't 
identify protocol
/usr/sbin 11821 opensrf  188u  sock0,6  0t0 62085507 can't 
identify protocol
/usr/sbin 11821 opensrf  189u  sock0,6  0t0 63801157 can't 
identify protocol
/usr/sbin 11821 opensrf  190u  sock0,6  0t0 63801160 can't 
identify protocol
/usr/sbin 11821 opensrf  191u  sock0,6  0t0 63801163 can't 
identify protocol
/usr/sbin 11821 opensrf  192u  sock0,6  0t0 63801166 can't 
identify protocol
/usr/sbin 11821 opensrf  193u  sock0,6  0t0 63801169 can't 
identify protocol
/usr/sbin 11821 opensrf  194u  sock0,6  0t0 63961716 can't 
identify protocol
/usr/sbin 11821 opensrf  195u  sock0,6  0t0 63961719 can't 
identify protocol
/usr/sbin 11821 opensrf  196u  sock0,6  0t0 63961722 can't 
identify protocol
/usr/sbin 11821 opensrf  197u  sock0,6  0t0 63961725 can't 
identify protocol
/usr/sbin 11821 opensrf  198u  sock0,6  0t0 63961728 can't 
identify protocol
/usr/sbin 11821 opensrf  199u  sock0,6  0t0 64808966 can't 
identify protocol
/usr/sbin 11821 opensrf  200u  sock0,6  0t0 64808971 can't 
identify protocol
/usr/sbin 11821 opensrf  201u  sock0,6  0t0 64808974 can't 
identify protocol
/usr/sbin 11821 opensrf  202u  sock0,6  0t0 64808977 can't 
identify protocol
/usr/sbin 11821 opensrf  203u  sock0,6  0t0 64808980 can't 
identify protocol

I'm not sure how to track down the problem, I'll try using strace to see what 
connections are being created, but I'm not quite sure what to look for.

If anyone has run into this before, please let me know.
Josh

[OPEN-ILS-GENERAL] Recent Evergreen and OpenSRF releases

[Josh Stompro]

Hello, there have been some new Evergreen and OpenSRF releases recently that 
haven't been mentioned on the general list.

There were a bunch of fixes for install problems on Debian Jessie, so if you 
have wanted to try EG with Jessie, these releases should work much better for 
you.

OpenSRF 2.4.1 released on 2015-06-24

-  Changelog: http://evergreen-ils.org/downloads/OpenSRF-ChangeLog-2.4.1

-  Release Notes: 
http://evergreen-ils.org/documentation/release/OpenSRF/RELEASE_NOTES_2_4_x.html

-  Install Docs: 
http://evergreen-ils.org/documentation/install/OpenSRF/README_2_4_1.html

-  Bugs fixed: https://launchpad.net/opensrf/+milestone/2.4.1

-  Download - http://evergreen-ils.org/opensrf-downloads/

Evergreen 2.8.2 released on 2015-06-17

-  Changelog: http://evergreen-ils.org/downloads/ChangeLog-2.8.1-2.8.2

-  Release Notes: 
http://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_8.html

-  Install Docs: 
http://evergreen-ils.org/documentation/install/README_2_8.html

-  Bugs Fixed:  https://launchpad.net/evergreen/2.8/2.8.2

-  Download: http://evergreen-ils.org/egdownloads/

Evergreen 2.7.6 released on 2015-06-17

-  Changelog: http://evergreen-ils.org/downloads/ChangeLog-2.7.5-2.7.6

-  Release Notes: 
http://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_7.htmlnotes://%20http:/evergreen-ils.org/documentation/release/RELEASE_NOTES_2_7.html

-  Install Docs: 
http://evergreen-ils.org/documentation/install/README_2_7.html

-  Bugs Fixed: https://launchpad.net/evergreen/2.7/2.7.6

-  Download: http://evergreen-ils.org/egdownloads/

I just tried an upgrade on a test system of 2.7.4 - 2.8.2 and it went smooth, 
as well as a 2.8.0 to 2.8.2 upgrade, along with upgrading to Opensrf 2.4.1 on 
both systems.

Lake Agassiz Regional Library - Moorhead MN larl.org
Josh Stompro | Office 218.233.3757 EXT-139
LARL IT Director | Cell 218.790.2110

Re: [OPEN-ILS-GENERAL] Has anyone used Porteus Kiosk for their library catalog?

[Josh Stompro]

Hello George, we looked at it a few months ago but decided to go with Linux 
Mint + OpenKiosk instead.  There was some gotcha that I don't quite remember.  
In browser PDF viewing maybe.  It was a while back, it might have been before 
chromium was offered, which might take care of the PDF issue.

We also looked at Sanic Kiosk http://sanickiosk.org/, but also had some 
unremembered issue with it, possibly pdfs again.

The javascript PDF viewer of chromium and firefox just wouldn't display some of 
the PDFs from megafile, or they would display after 10 minutes, but we wouldn't 
be able to print them.  We encourage customers to use our catalog machines to 
access our various database subscriptions so that was a requirement for us.

Josh Stompro - LARL IT Director

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of George 
Tuttle
Sent: Wednesday, June 24, 2015 12:11 PM
To: 'Evergreen Discussion Group'
Subject: [OPEN-ILS-GENERAL] Has anyone used Porteus Kiosk for their library 
catalog?

Has anyone used Porteus Kiosk for their library catalog? It installs quickly 
with an easy-to-use set up wizard. You pick your browser (Firefox or Chrome), 
set your homepage, set your browser idle time (when it will return to the 
homepage, if left idle), disable the address bar on the browser (and any other 
browser modifications), enable the screensaver, and voilà.

George Tuttle
Information Technology Librarian
Piedmont Regional Library System
706-367-9399 x1130
770-891-0654 (cell)
706-367-8032 (fax)
gtut...@prlib.orgmailto:gtut...@prlib.org
[LOGOFEB2013]

Re: [OPEN-ILS-GENERAL] patron registration

[Josh Stompro]

Hello Holly, we don't keep patron registration forms and have never to my 
knowledge had someone contest a fine or a fee for that reason.  I think the 
common assumption is that you cannot get an account without signing the 
agreement, so there is no one with an account that didn't sign the agreement.  
I don't know if that will hold up in court or not.  The small claims court 
filing fee is $160 around here, which probably is a disincentive for someone 
wanting to fight a $50-$400 fine/fee that we can send to collections anyway.

Josh Stompro - LARL IT Director

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Holly 
Brennan
Sent: Friday, May 29, 2015 1:57 PM
To: Evergreen Discussion Group (open-ils-general@list.georgialibraries.org)
Subject: [OPEN-ILS-GENERAL] patron registration

I've set up everything needed for online patron registration, but haven't 
implemented yet. The stumper is how we deal with hard copies of registrations.  
We've always had a paper app with signature and we file these in an old card 
catalog.

Do any of you NOT print registrations or keep any hard copies of patron info? 
Or do you have something simple with just an agreement and signature that 
doesn't have to include much about the patron besides name?

I feel we might be holding onto paper for nothing. Reasons given to keep it:

1)  What if something tragic happens to our ILS? We'll have paper to backup 
patron info. (My thoughts: If it's THAT tragic, the whole building has likely 
been destroyed And also, we're going to manually reenter patron info for 
each and every person?!)

2)  The patron's signature is the true agreement. We can use it to hold 
them responsible for lost items, fines, etc. (I can't think of a time, ever, 
that I've retrieved a paper app and pointed to a signature in order to convince 
a patron to do something they agreed to.)

My goal with this is to find a number of you who keep absolutely nothing on 
paper. (And who don't even have a super cool digital signature contraption.)

Thanks!

-Holly

Holly Brennan
Library Technology Specialist
Homer Public Library, Alaska

hbren...@cityofhomer-ak.govmailto:hbren...@cityofhomer-ak.gov
907-235-3180 (main)
907-435-3154 (direct)

Re: [OPEN-ILS-GENERAL] Resetting karma in IRC

[Josh Stompro]

+1

Josh

-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Kathy 
Lussier
Sent: Saturday, May 16, 2015 8:46 AM
To: 'Evergreen Discussion Group'
Subject: [OPEN-ILS-GENERAL] Resetting karma in IRC

Hi all,

Several of us at the conference have been discussing the idea of resetting 
karma in the #evergreen channel at the end of each annual conference. From what 
I understand, this is something that is done in the code4lib community and 
allows everyone to start with a clean slate each year after the conference.

I like this idea because I think it provides it's a better motivator for new 
contributors to the community. As it is now, if somebody is just starting out 
and is making a lot of contributions that result in positive karma, it will 
take years before they catch up to the karma levels of those of us who have 
been around for a while. By resetting the karma points, anyone's given karma 
level will reflect the work they are doing now, not the work they did years ago.

I would like to suggest that we reset the karma points in the #evergreen 
channel by the end of next week (to give adequate time for any dissension). For 
future conferences, I would like to suggest that the karma points are reset on 
the Monday after the conference ends.

Let me know what you think!
Kathy


--
Kathy Lussier
Project Coordinator
Massachusetts Library Network Cooperative
(508) 343-0128
kluss...@masslnc.org
Twitter: http://www.twitter.com/kmlussier

[OPEN-ILS-GENERAL] Action Trigger Opt-In Settings

[Josh Stompro]

Hello, I'm working on updating the action trigger documentation to make sure it 
covers everything, and I want to make sure I understand the Opt-In settings.

Please tell me if I have this correct or not.

If I wanted to modify the Courtesy Notices (pre overdue) so that they were 
Opt-out.  Something that has been requested by our customers in the past since 
some people get such a high volume of Courtesy Notices so they get to be 
meaningless to those customers.

I would create a User Setting Type to hold the opt-in/out choice. I just used 
sms settings group since I'm not sure how to define a new one of those yet or 
what the group setting does.
[cid:image002.jpg@01D080F4.4C1C8F20]

Then the new user settings somehow magically becomes active in the staff client 
new user registration and catalog notification settings (Still trying to figure 
out how this happens.)

Next I modify the Trigger Event Definitions for the 3 Day Courtesy Notice and 
set the Opt-In Setting Type to the name I specified above and the Opt-In User 
Field to True, to match what it should be to be enabled?

I'm guessing I should also go through and set the value to True for all 
existing users also?

Thanks
Josh

Lake Agassiz Regional Library - Moorhead MN larl.org
Josh Stompro | Office 218.233.3757 EXT-139
LARL IT Director | Cell 218.790.2110

Re: [OPEN-ILS-GENERAL] Bug Squashing Day

[Josh Stompro]

I can participate on Monday also.
Josh


Josh Stompro - LARL IT Director


-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Kathy 
Lussier
Sent: Wednesday, February 25, 2015 12:57 PM
To: open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] Bug Squashing Day

Hi all,

Ack!

I closed the Doodle poll last month and set this Monday, March 2 as the date 
for our next Bug Squashing Day.  However, it looks like I failed to communicate 
the date with the rest of the community beyond adding it to the community 
calendar.

I would still like to see if we can get a group together to work on bugs on 
March 2. Does that day still work for everyone who responded to the poll?

Thanks and apologies for the oversight! I'm blaming it on the snow.

Kathy



On 01/21/2015 02:44 PM, Kathy Lussier wrote:
 My apologies. The link for the Bug Squashing scheduling poll should be 
 http://doodle.com/umc27afh7akqczft.

 That's what I get for working on two Doodle polls at the same time.

 Kathy

 On 01/21/2015 02:35 PM, Kathy Lussier wrote:
 Hi all,

 I'm sending out a reminder to let us know what your availability is 
 to participate in our next community Bug Squashing Day.
 http://doodle.com/xwu55tseci3mf34e

 I'll be closing the Doodle poll at the end of the day tomorrow.

 Kathy
 On 01/16/2015 11:56 AM, Kathy Lussier wrote:
 Hi all,

 It's hard to believe, but it's already time to schedule another Bug 
 Squashing Day. We're scheduling the next Bug Squashing Day to fall 
 after the 2.8 beta release, but before the RC1 release. The closer 
 we can schedule it to the beta release, the better.

 Please let us know when you're available!
 http://doodle.com/umc27afh7akqczft

 Kathy




--
Kathy Lussier
Project Coordinator
Massachusetts Library Network Cooperative
(508) 343-0128
kluss...@masslnc.org
Twitter: http://www.twitter.com/kmlussier

[OPEN-ILS-GENERAL] Evergreen 2.7.3 Released

[Josh Stompro]

Ben Shum, the 2.7 release manager, pushed out Evergreen 2.7.3 yesterday 
afternoon.  I count 21 bug fixes in this release.

Quick Links

* Download Page - http://evergreen-ils.org/egdownloads/

* Changelog - http://evergreen-ils.org/downloads/ChangeLog-2.7.2-2.7.3

* Release Notes - 
http://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_7.html

* Upgrade Instructions - 
http://docs.evergreen-ils.org/2.7/_upgrading_the_evergreen_server.html

* Install Instructions - 
http://evergreen-ils.org/documentation/install/README_2_7.html

* List of Bugs Fixed - https://launchpad.net/evergreen/+milestone/2.7.3


Josh Stompro

[OPEN-ILS-GENERAL] Recent Evergreen and OpenSRF releases - EG 2.7.2, 2.6.5, OpenSRF 2.4.0

[Josh Stompro]

Hello, I just noticed after being on vacation that there were new releases that 
hadn't been mentioned on the list yet.  Here are some links.

Evergreen 2.7.2 was released on 2014-12-17

-  Release Notes - 
http://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_7.html

-  Changelog - http://evergreen-ils.org/downloads/ChangeLog-2.7.1-2.7.2

-  Download Page - http://evergreen-ils.org/egdownloads/

Evergreen 2.6.5 was released on 2015-01-06

-  Release Notes - 
http://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_6.html

-  Changelog - http://evergreen-ils.org/downloads/ChangeLog-2.6.4-2.6.5

-  Download Page - http://evergreen-ils.org/egdownloads/

OpenSRF 2.4.0 was released on 2015-01-06

-  Release Notes - 
http://evergreen-ils.org/documentation/release/OpenSRF/RELEASE_NOTES_2_4_0.html

-  Changelog - 
http://evergreen-ils.org/downloads/OpenSRF-ChangeLog-2.4.0

-  Download Page - http://evergreen-ils.org/opensrf-downloads/

Josh Stompro

Re: [OPEN-ILS-GENERAL] Purchase Alert Report

[Josh Stompro]

Thanks Rogan, this looks like just what I need.
Josh

Josh Stompro - LARL IT Director

From: open-ils-general-boun...@list.georgialibraries.org 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Rogan 
Hamby
Sent: Sunday, September 28, 2014 9:25 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Purchase Alert Report


If you're interested here is the purchase alert report I use:

http://pastebin.com/F21LDFH9

There are two versions there, one that reports based on system for purchasing 
and one that reports on branches for assigning copies.  There are some 
assumptions made since it's for our org unit structure.  It's not perfect and 
there are  few places I jury rigged things and could make it more elegant but 
it works.




On Sun, Sep 28, 2014 at 9:38 PM, Josh Stompro 
stomp...@exchange.larl.orgmailto:stomp...@exchange.larl.org wrote:
Hello, is it possible to use the reporter to produce a report that shows a hold 
to copy ratio to look for titles that might need more copies purchased?

From the holds data source, I can get the bib data, but I cannot see how to get 
the number of copies data.

I want to be able to see which bibs have more than a 3 to 1 ration of holds to 
copies.

I can find a couple examples in the wiki for showing bibs with x number of 
holds or more, but not also with the copy info.

Thanks
Josh





--

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

[OPEN-ILS-GENERAL] Purchase Alert Report

[Josh Stompro]

Hello, is it possible to use the reporter to produce a report that shows a hold 
to copy ratio to look for titles that might need more copies purchased?

From the holds data source, I can get the bib data, but I cannot see how to 
get the number of copies data.

I want to be able to see which bibs have more than a 3 to 1 ration of holds to 
copies.

I can find a couple examples in the wiki for showing bibs with x number of 
holds or more, but not also with the copy info.

Thanks
Josh

Re: [OPEN-ILS-GENERAL] Evergreen Doc site Revamp

[Josh Stompro]

Hello Snigdha,  I like several of your suggestions.

I like the per page comments idea, I think it is a great way to get feedback 
that is directly attached to the source material.  We might have to deal with 
moderation since there will always be users that try to use any comment box 
they see as a way to get general technical support.

I don’t currently have a problem with how the various versions of the 
documentation are displayed, your way might be better.

I don’t like the idea of adding the table of contents to every page just 
because of the screen space it takes up.  If it can be expanded  collapsed by 
the user then I would have no problem with it.

Your mock up doesn’t include searching.  I would like to see changes to the 
search feature.  If I’m doing a search in the 2.6 documentation, I only want to 
see results for the 2.6 documentation.  So I would like to see the search box 
include scoping options that allow it to only search the current docs, all 
docs, all evergreen sites + irc logs + mailing list.

Josh

From: open-ils-general-boun...@list.georgialibraries.org 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Snigdha Dagar
Sent: Friday, September 26, 2014 2:11 AM
To: open-ils-general@list.georgialibraries.org
Subject: [OPEN-ILS-GENERAL] Evergreen Doc site Revamp

Hi all,

I am Snigdha, a new member of the Evergreen community. I am interested in 
working on the documentation project under the OPW in Evergreen. I have been 
interacting with Kathy and Yamil for quite some time now and with their help, 
have been able to understand the evergreen documentation better.

I have gone through several other open source project documentations; notably 
Django, QT, PHP, PostgreSQL among others; and would like to propose certain 
changes to the evergreen documentation organization. I have listed my ideas 
down here and would love to hear your feedback/suggestions.

1. I noticed that there is no difference between the PDF and HTML versions of 
the documentation. A PDF requires linear organization of material and is 
perfect as it is. It is my humble view that the HTML document can be designed 
in a more user friendly and visually appealing manner. Here are my two cents:

  *   On opening the documentation page, the documentation of the latest 
version should open with links to the documentation of the other versions on 
the side.
  *   Presently, to navigate from one section of the documentation to another, 
the user needs to go back to the Home Page and search the Table of Contents. 
Unless someone is reading page by page, the navigation process is a little 
difficult. Instead if the table of contents is always displayed to the left 
side of the screen (an expandable list showing the major topics and nested 
sub-topics) the user might be able to navigate the different parts of the 
document faster.
  *   The linearly organized information can be organized according to the 
knowledge level of the users. For example: The main page could feature a 
section for new comers which would have instructions for installation, very 
basic usage examples of the application etc. Another section might have a list 
of basic to intermediate level HOW-TO's - things which a user might have to 
setup/encounter within the first few weeks of using the software. Finally a 
section could be dedicated to advanced knowledge about each topic.
  *   Right now, there are 15 major sections on the main  page, each with its 
own sub-topics. I can't be sure but maybe such a classification of these topics 
will help users understand the system faster.
  *   Like Django, we can also provide a 'Get Help' box to the top right page. 
It can provide links to the IRC, Faq's section, mailinglists, reference 
document etc.

To explain the above points better, I have created a rough draft of what the 
main page will look like, which is attached as a pdf with this mail.
2. Adding user comments to the documentation. Postgre , PHP and a lot of other 
open source projects allow users to comment below the official pages detailing 
their own use cases, issues faced and the solutions found. This might be a good 
idea and will help our community grow. We can let the reader decide whether the 
user comments are displayed or not.
3. Creating a list of frequently asked questions for user reference. Even 
though we have a very detailed documentation, compiling a list of common 
issues, faced by the users, and their solutions might improve the user 
experience.
Documentation is an important part of any open source project and I believe 
that these simple changes might help make evergreen more inviting and 
convenient for beginners and intermediate people alike. However, I am just a 
newbie and cannot even begin to guess the other issues (if any) faced by people 
using the documentation. Hence, I will be very grateful if you could share your 
thoughts and views on the current documentation and your ideas to make it 
better.

Re: [OPEN-ILS-GENERAL] Newbie - Circulation reports question - overdues and fines

[Josh Stompro]

Hello Jennifer, the place you want to look is the Action Alerts subsystem.  
That is where you enable different actions that happen for different triggering 
events such as items being on the holdshelf, items being overdue, etc.  It is 
very flexible which also means it is complicated.

There are two different areas to look at.

The Action Triggers setup - 
http://docs.evergreen-ils.org/2.6/_action_triggers.html

There is a script that needs to be run on the server to process the triggers.  
http://docs.evergreen-ils.org/2.6/_processing_action_triggers.html

I'm linking to the 2.6 docs since those docs are not in the 2.5 version of the 
documentation, so there may be differences.

It is possible to run the triggers on customizable schedules.  You would just 
run the action_trigger_runner.pl script on a specific schedule and use the 
-granularity flag, which you also set for those events that you want on a 
certain schedule.  So you could have a granularity settings of monwedfri for 
your overdue's, and then setup the script to run only on Mon, Wed and Fridays 
using cron, and using the -granularity=monwedfri flag so only those triggers 
are processed.

I'm sure you can run and create a report based on what actions are processed 
since that data is also available in the patron record.

The notice output is set by editing a template in the trigger event, I don't 
think there is any support for multiple languages right now though... Maybe you 
could use a statistical category from the patron record in the template to pick 
what version of output you want.. sorry I don't know enough about it yet to say.

On my test 2.6 system there are 52 default Trigger Event Definitions, the 
interface is a little annoying in that it doesn't tell you how many there are, 
you just have to use the Next link to see each page of 15 at a time.  There 
are already triggers setup to show overdues that just need to be enabled.  I'm 
not sure which ones handle fines and other charges.

Hopefully this will get you started.

Josh

From: open-ils-general-boun...@list.georgialibraries.org 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Walz, 
Jennifer
Sent: Tuesday, September 23, 2014 1:44 PM
To: open-ils-general@list.georgialibraries.org
Subject: [OPEN-ILS-GENERAL] Newbie - Circulation reports question - overdues 
and fines

All -

Ok.  I am brand spanking new and sorry for the newbie questions.   We are just 
starting with Evergreen 2.5 and we have all the parameters and conditions set 
(at least we think so!).   We are an academic institution.I just don't know 
at this point how to run overdue and fine notices.  Is there something we need 
to set to make them go?   Or is there a report we have to create and then run 
on a schedule? Start me from scratch with instructions as this system is 
totally new to me.   We are coming from Sirsi/Dynix.

  We would like them to run on a schedule and the notice itself be sent to each 
student by email.  Is that possible?   How do we set that up?

  And then we need a report that is generated from the same output so that we 
can check what was sent.  Is that possible?  How is that done?

Is it also possible to have separate notices going out on alternating days?   
Like fines on M,W,F and overdues on T,TH??What about bills?  Are they also 
generated separately or together with other notices?Can you set how many 
notices go to each patron and escalate them to higher kinds of notices?

  Is there a way to change the notice language?   The format of the notice 
itself?

  Are there canned reports out there that I can get from others to use?   Where 
can I get them from?  Certainly every single library has a generic report for 
this right?  Something like - show me all patrons that have books out and are 
overdue by 1 day.  Or show me all patrons that have a fine exceeding x 
amount.

Yeah.  These are very basic questions but NONE of the documentation says 
ANYTHING about any of this.I'm afraid I need details and specifics.  
Examples of how this works someplace would also be very nice.

Thanks for all the help and pointing me in the right direction!

Jennifer
--
Jennifer Walz, MLS - Sys Admin
Kinlaw Library -  Asbury University
One Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269
jlw...@asbury.edumailto:jlw...@asbury.edu

Re: [OPEN-ILS-GENERAL] Inventory Option in Evergreen

[Josh Stompro]

I just saw this project for doing inventory that might work for anyone 
needing to do so with evergreen.

http://bitbucket.org/yitznewton/ils-inventory/wiki/Home

Could also be a good comparison resource for anyone developing something 
for evergreen.

Josh

Lemmer, Catherine wrote:


Has anyone come up with an inventory option in Evergreen?


Catherine A. Lemmer
Evergreen Indiana Project Coordinator
Phone: 317.234.6536
Fax: 317.232.0002
clem...@library.in.gov
More Information: _www.in.gov/library/evergreen.htm_ 
file://www.in.gov/library/evergreen.htm

OPAC: _http://evergreen.lib.in.us_