Re: [OPEN-ILS-GENERAL] Knight Foundation Grant

[McCanna, Terran]

I'm with Jim - all good ideas, but personally I would LOVE to attend a 
developer bootcamp. Each time I look at the code I learn something new about 
how it works, but I'm sure I could contribute a lot more if I had several solid 
days of training. 


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



- Original Message -
From: "Jim Taylor" 
To: "Evergreen Discussion Group" 
Sent: Wednesday, March 16, 2016 5:33:17 PM
Subject: Re: [OPEN-ILS-GENERAL] Knight Foundation Grant

All of them sound like good ideas but I am ESPECIALLY interested in the 
bootcamp idea (and options to avoid having to install Evergreen for such 
purposes).  I would probably even be willing to pay my own way so definitely 
would attend if travel was covered.  I would like to contribute code but so far 
all of my other commitments have kept me from sorting it out on my own.  If I 
had a place to go so I could get away from my desk for a few days and learn how 
the process works I would definitely show up.

Jim


My questions related to the bootcamp idea are:

* Does this sounds like a good idea?
* Are there people who would be willing to help out as instructors/mentors for 
the bootcamp? This isn't a firm commitment, but, if I hear crickets on this 
question, I know it's not something we should pursue further. Also, please 
note, my idea is that any travel expenses related to the bootcamp would be 
covered by the grant.
* I also would love to have some volunteers willing to help me plan for the 
bootcamp, but, if there is sufficient interest in the first set of volunteers, 
I will also tap people directly with this request.
* If we get positive answers from the first two questions, are there ways we 
can improve upon this idea?

Thanks to everyone who read this far in my e-mail. I look forward to hearing 
your thoughts!

Kathy

Re: [OPEN-ILS-GENERAL] First Bug Squashing Day of 2016

[McCanna, Terran]

Thanks Kathy, Blake, and Galen!




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


 Original message From: Kathy Lussier 
<kluss...@masslnc.org> Date:03/03/2016  8:15 AM  (GMT-05:00) 
To: open-ils-general@list.georgialibraries.org Subject: 
Re: [OPEN-ILS-GENERAL] First Bug Squashing Day of 2016 
Hi Terran,

It looks like a couple of those were merged yesterday while Galen was 
reviewing code for beta release. For those that weren't merged 
yesterday, I can load them on a Sandbox and put them out for general 
review for people who want to help out tomorrow.

Blake and I are preparing the Sandboxes today. If there are other bugs 
people want to test, please contact me directly so that I can see if we 
have a Sandbox available.

Thanks!
Kathy

On 03/02/2016 06:06 PM, McCanna, Terran wrote:
> For anyone who is new to Bug Squashing Day and would like to sign up for 
> something that should be easy to test, here are some suggestions:
>
> (Disclaimer: I may or may not be suggesting these because I submitted them 
> and I'm eager for someone to test them... but they really should be pretty 
> easy to test!)
>
>
> KPAC - Hold results screen not showing title
> Launchpad: https://bugs.launchpad.net/evergreen/+bug/1548869
>
> Wishlist: Selfcheck Hide UI Elements until patron auth
> Launchpad: https://bugs.launchpad.net/evergreen/+bug/1466173
>
> Wishlist: Hide OPAC footer when viewed inside staff client
> Launchpad: https://bugs.launchpad.net/evergreen/+bug/1551451
>
> Selfcheck "Print List" for Holds view does not work
> Launchpad: https://bugs.launchpad.net/evergreen/+bug/1370694
>
> Selfcheck: Printing Fines Prints All Open Transactions
> Launchpad: https://bugs.launchpad.net/evergreen/+bug/1551447
>
> Seed Data Typos (Two in One)
> Launchpad: https://bugs.launchpad.net/evergreen/+bug/1517232
> Launchpad: https://bugs.launchpad.net/evergreen/+bug/1519911
>
> Metarecord Hold Request Title Display
> Launchpad: https://bugs.launchpad.net/evergreen/+bug/1454884
>
> Holds history displays canceled holds as active
> Launchpad: https://bugs.launchpad.net/evergreen/+bug/1275118
>
> TPAC: Holds history pager typo
> Launchpad: https://bugs.launchpad.net/evergreen/+bug/1422932
>
>
>
> Terran McCanna
> PINES Program Manager
> Georgia Public Library Service
> 1800 Century Place, Suite 150
> Atlanta, GA 30345
> 404-235-7138
> tmcca...@georgialibraries.org

-- 
Kathy Lussier
Project Coordinator
Massachusetts Library Network Cooperative
(508) 343-0128
kluss...@masslnc.org
Twitter: http://www.twitter.com/kmlussier

Re: [OPEN-ILS-GENERAL] First Bug Squashing Day of 2016

[McCanna, Terran]

For anyone who is new to Bug Squashing Day and would like to sign up for 
something that should be easy to test, here are some suggestions:

(Disclaimer: I may or may not be suggesting these because I submitted them and 
I'm eager for someone to test them... but they really should be pretty easy to 
test!)


KPAC - Hold results screen not showing title
Launchpad: https://bugs.launchpad.net/evergreen/+bug/1548869

Wishlist: Selfcheck Hide UI Elements until patron auth
Launchpad: https://bugs.launchpad.net/evergreen/+bug/1466173

Wishlist: Hide OPAC footer when viewed inside staff client
Launchpad: https://bugs.launchpad.net/evergreen/+bug/1551451

Selfcheck "Print List" for Holds view does not work
Launchpad: https://bugs.launchpad.net/evergreen/+bug/1370694

Selfcheck: Printing Fines Prints All Open Transactions
Launchpad: https://bugs.launchpad.net/evergreen/+bug/1551447

Seed Data Typos (Two in One)
Launchpad: https://bugs.launchpad.net/evergreen/+bug/1517232
Launchpad: https://bugs.launchpad.net/evergreen/+bug/1519911

Metarecord Hold Request Title Display
Launchpad: https://bugs.launchpad.net/evergreen/+bug/1454884

Holds history displays canceled holds as active
Launchpad: https://bugs.launchpad.net/evergreen/+bug/1275118

TPAC: Holds history pager typo
Launchpad: https://bugs.launchpad.net/evergreen/+bug/1422932



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

Re: [OPEN-ILS-GENERAL] IRC Discussions on Evergreen search

[McCanna, Terran]

Thank you for coordinating this, Kathy!!!


Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmcca...@georgialibraries.org 
- Original Message -
From: "Kathy Lussier" 
To: "Evergreen Discussion Group" 
Sent: Friday, February 19, 2016 5:54:11 PM
Subject: [OPEN-ILS-GENERAL] IRC Discussions on Evergreen search

Hi all,

During the dev hack-a-way in November, we had a discussion regarding 
Evergreen search. The discussion happened at the request of MassLNC 
after we had some local discussions regarding what our overall goals for 
Evergreen search are. We view  search as one of the most important 
pieces of the ILS, if not the most important. It's what allows our users 
to find those resources we spend so much time cataloging so that they 
can then place holds on them, check them out from the library, or access 
them in some other way.

I left the hack-a-way with an action item to start a larger community 
discussion where we could identify some high-level goals for what we 
want Evergreen search to be and where we could define what we consider 
to be important factors in search relevance.

I would like to start this discussion with some focus-group-like 
discussions in IRC where community members could identify the features 
they like about the current search and where they see room for 
improvement. My hope is that these discussions can help us define what 
we consider to be an ideal search system for Evergreen and allow the dev 
community to explore options for making that ideal search system happen.

I think the discussions will work best if they are not too large, so I 
anticipate scheduling two or three or more depending on interest. If you 
are interested in participating, please fill out the Doodle at 
http://doodle.com/poll/hkdy3u5255u3rpmr. I'll try my best to schedule 
these discussions so that anyone who shows interest through the Doodle 
poll has a chance to participate.

I have also talked to Yamil Suarez about scheduling some "Intro to IRC" 
sessions ahead of time so that people who are unfamiliar with IRC have a 
chance to learn about it before the scheduled search discussions.

Feel free to let me know if you have any questions!

Kathy

-- 
Kathy Lussier
Project Coordinator
Massachusetts Library Network Cooperative
(508) 343-0128
kluss...@masslnc.org
Twitter: http://www.twitter.com/kmlussier

Re: [OPEN-ILS-GENERAL] Evergreen 2.9.2 Released

[McCanna, Terran]

Thank you for all of your work, Jason!


Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmcca...@georgialibraries.org 
- Original Message -
From: "Jason Stephenson" 
To: "Open-ILS General" 
Sent: Saturday, February 20, 2016 8:01:22 AM
Subject: [OPEN-ILS-GENERAL] Evergreen 2.9.2 Released

As release maintainer of the 2.9 series of the Evergreen ILS
software, I am proud to announce that patch version 2.9.2 was
released yesterday.

This release has a number of bug fixes in Acquisitions,
Cataloging, Circulation, Administration, and the OPAC.

I would like to highlight one fix that is very important to our
international users. Beginning with the 2.9.0 release, the
browser-based staff client translations were integrated into the
mainline Evergreen releases. When this was done an oversight was
made and the browser staff client translations ended up replacing
the OPAC translations during installation. The Evergreen 2.9.2
release fixes this so that the translations now sit side by
side. You will need to change your web server configuration for
the translation fix to take effect. Please see Setting a default
language and adding optional languages in the documentation for
updated instructions.

(http://docs.evergreen-ils.org/2.9/_setting_a_default_language_and_adding_optional_languages.html)

For more information about the bug fixes in this release, please
see the release notes.

(http://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_9.html)


-- 
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...@mvlc.org

Re: [OPEN-ILS-GENERAL] Self-Registration and Immediate Access to Services

[McCanna, Terran]

Yes to this. We are very interested in the idea of using a third party (like a 
credit check agency? DMV?) to do user identity and address validation. This 
would remove the burden from front-line staff and also remove this particular 
obstacle. 


Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmcca...@georgialibraries.org 
- Original Message -
From: "Justin Hopkins " <jus...@mobiusconsortium.org>
To: "Evergreen Discussion Group" <open-ils-general@list.georgialibraries.org>
Sent: Friday, January 29, 2016 2:51:44 PM
Subject: Re: [OPEN-ILS-GENERAL] Self-Registration and Immediate Access to   
Services

To go off on a bit of a tangent (it's related, I promise) there is also the
issue of Evergreen offering a way to validate users without them being
physically present at the library.

As more and more of our resources are electronic, it makes sense to have a
form of electronic patron validation as well. It may be a good solution to
both of these issues if our self-registration form had the ability to use a
webcam to take a picture of a person and their ID with valid address.

Justin

On Fri, Jan 29, 2016 at 1:43 PM, Kathy Lussier <kluss...@masslnc.org> wrote:

> Hi all,
>
> I know of some libraries (not Evergreen libraries) that do this. In one
> case, although the online card can be used to access electronic resources,
> it has a short expiration date. If the user doesn't visit a library within
> a certain time period (2 weeks? 1 month?), it expires. My understanding is
> that this program has worked well, but, once again, this isn't one of the
> libraries I work with, and there may be some details I'm unaware of.
>
> I agree that it is important to check your licensing agreements before
> implementing a program where you allow immediate access, but I do think
> there are ways to work with vendors to implement a service like this one.
> It would be nice for the option to be available in Evergreen for those
> libraries that want to pursue it.
>
> Kathy
>
>
>
>
>
> On 01/29/2016 02:30 PM, Rogan Hamby wrote:
>
> From a "our funding comes a local tax base" stand point my libraries
> (county based entities) would want to validate residency before giving out
> access to products.  We charge out of county fees to non-residents.
>
> On Fri, Jan 29, 2016 at 2:26 PM, Justin Hopkins  <
> jus...@mobiusconsortium.org> wrote:
>
>> I'm glad you brought that up Grace. One of our libraries would has
>> also requested this functionality, but got hung up on that same issue.
>> We would be grateful to hear from others who have already explored
>> this topic.
>>
>> Justin
>>
>> On Fri, Jan 29, 2016 at 12:36 PM, Grace Dunbar < <gdun...@esilibrary.com>
>> gdun...@esilibrary.com> wrote:
>> > I want to say that the last time I spoke with a library about this they
>> had
>> > concerns that allowing an "unvalidated" patron access to their digital
>> > content might violate their agreement with the database provider in some
>> > way...
>> > As I have no personal contracts with any database/digital services
>> providers
>> > I can't speak to that myself but it seems like something to check into.
>> >
>> > Grace
>> >
>> > On Fri, Jan 29, 2016 at 1:20 PM, Bill Erickson < <beric...@gmail.com>
>> beric...@gmail.com> wrote:
>> >>
>> >> KCLS is interested in this as well.  I haven't given it much thought
>> yet
>> >> beyond, "wouldn't it be nice if...".
>> >>
>> >> -b
>> >>
>> >> On Thu, Jan 28, 2016 at 12:25 PM, McCanna, Terran
>> >> <tmcca...@georgialibraries.org> wrote:
>> >>>
>> >>> I would also be interested in hearing if anyone else has done
>> something
>> >>> like this. We have our self-registration set to remove a pending
>> >>> registration after two weeks if the patron has not come into the
>> library to
>> >>> complete the process, so that could potentially add another layer of
>> >>> complexity even if a temporary barcode number and password were
>> assigned,
>> >>> and even if SIP2 could authenticate it.
>> >>>
>> >>> Terran McCanna
>> >>> PINES Program Manager
>> >>> Georgia Public Library Service
>> >>> 1800 Century Place, Suite 150
>> >>> Atlanta, GA 30345
>> >>> 404-235-7138
>> >>> tmcca...@georgialibraries.org
>> >>>

Re: [OPEN-ILS-GENERAL] Self-Registration and Immediate Access to Services

[McCanna, Terran]

I would also be interested in hearing if anyone else has done something like 
this. We have our self-registration set to remove a pending registration after 
two weeks if the patron has not come into the library to complete the process, 
so that could potentially add another layer of complexity even if a temporary 
barcode number and password were assigned, and even if SIP2 could authenticate 
it.

Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmcca...@georgialibraries.org 
- Original Message -
From: "Dawn Dale" 
To: "Evergreen Discussion Group" 
Sent: Thursday, January 28, 2016 12:16:20 PM
Subject: Re: [OPEN-ILS-GENERAL] Self-Registration and Immediate Access  to  
Services

I would be interested in knowing how others are handling these issues as well.

Dawn Dale
GPLS Helpdesk Manager
Georgia Public Library Service
1800 Century Place
Suite 150
Atlanta, GA 30345
404-235-7136
dd...@georgialibraries.org

- Original Message -
From: "scott thomas" 
To: open-ils-general@list.georgialibraries.org
Sent: Thursday, January 28, 2016 9:21:51 AM
Subject: [OPEN-ILS-GENERAL] Self-Registration and Immediate Access to   Services

Hi,
  Have any libraries done any work on allowing patrons who have self-registered 
to get immediate access to digital services? The problem appears to be twofold:

1. Many databases authenticate using the prefix of the patron barcode, and, at 
least in our system, patrons are not assigned a library card number during the 
self-registration process.

2. For services like Overdrive that use SIP2, pending patrons are not truly 
registered and are therefore not visible via SIP2.

Has anyone found a way around these problems?

While many of our libraries are quick when it comes to processing pending 
patrons, immediate access to digital services is great customer service.

Thank you,
Scott

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

Re: [OPEN-ILS-GENERAL] jobs

[McCanna, Terran]

Thanks, Rogan. 

I'll confirm that the PINES position is still unfilled, and we are eager for 
applicants! 

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



- Original Message -
From: "Rogan Hamby" 
To: "Evergreen Discussion Group" 
Sent: Monday, January 11, 2016 4:12:41 PM
Subject: [OPEN-ILS-GENERAL] jobs

Just a quick reminder that if you're looking for an Evergreen related job
the web site under 'jobs' is a great place to go.

https://evergreen-ils.org/jobs/

Aside from the existing positions I've just added one new one for a Junior
Software Developer for the BC Libraries Cooperative and reactivated two
older ones that had an expiration date but are still listed as unfilled at
their sites:

a Systems Administrator for the Grand Rapids Public Library and another for
GA PINES.

-- 

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 

Re: [OPEN-ILS-GENERAL] Early stages: re-organizing the official documentation

[McCanna, Terran]

I love this idea! Kudos to both of you!


Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmcca...@georgialibraries.org 
- Original Message -
From: "Jane Sandberg" 
To: "Evergreen Discussion Group" 
Sent: Thursday, January 7, 2016 12:26:55 AM
Subject: [OPEN-ILS-GENERAL] Early stages: re-organizing the official
documentation

Hi Evergreen colleagues!

A while back, a group of us chatted on IRC about the possibility of
re-organizing the official documentation to be more useful to
Evergreen users of all stripes.

Remingtron and I put together a draft layout that splits the
documentation into 6 overlapping books, each with a specific type of
user in mind (e.g. acquisitions staff, local administrator, consortial
administrator, etc.)  That can be found here:
http://wiki.evergreen-ils.org/doku.php?id=evergreen-docs:reorg_2014:audience_focused_layout

Sitka also does a good job targeting its documentation to specific
types of users: http://docs.sitka.bclibraries.ca/Sitka/current/html/

We'd love to hear what you think about re-organizing the official
documentation into a more audience-focused layout.  We are still
definitely in the beginning stages of this, and would love to have you
and your ideas in this discussion.

Respond to this email, or add your ideas here:
http://wiki.evergreen-ils.org/doku.php?id=evergreen-docs:reorg_2014

FYI, the condensed minutes from the previous meeting can be found here
-- 
http://evergreen-ils.org/meetings/evergreen/2015/evergreen.2015-02-19-13.01.html
-- and the full log can be found here:
http://evergreen-ils.org/meetings/evergreen/2015/evergreen.2015-02-19-13.01.log.html

   -Jane

-- 
Jane Sandberg
Electronic Resources Librarian
Linn-Benton Community College
sand...@linnbenton.edu / 541-917-4655

Re: [OPEN-ILS-GENERAL] Book Jacket Images in TPAC

[McCanna, Terran]

We use Syndetics. 


Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmcca...@georgialibraries.org 
- Original Message -
From: "scott thomas" 
To: open-ils-general@list.georgialibraries.org
Sent: Wednesday, January 6, 2016 11:15:50 AM
Subject: [OPEN-ILS-GENERAL] Book Jacket Images in TPAC

Hi,
  I was wondering what sources other EG libraries are using for the book jacket 
images in the TPAC. We are not 100% happy with the service we are currently 
using and are investigating option.

Thank you,
Scott

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

Re: [OPEN-ILS-GENERAL] Reports Question

[McCanna, Terran]

Hi Elizabeth,

Here is the description of the one we use. It may not get you everything you 
want, but it might get you part of the way there. We do it by Home Library and 
not by Owning Library - each system in our consortium that accepts payments 
through the TPAC has its own credit card contract and any payments made through 
the TPAC by their patrons go to them. 

Uses Credit Card Payment source (you may have to look under "All Available 
Sources" at the bottom of the source list).

Displayed Fields:

Credit Card Payment -> xact -> User -> Home Library -> Short (Policy) Name as 
"Patron Home Library"
Credit Card Payment -> payment_ts as "Payment Date/Time"
Credit Card Payment -> xact -> User -> Current Library Card -> Barcode
Credit Card Payment -> xact -> User -> First Name
Credit Card Payment -> xact -> User -> Middle Name
Credit Card Payment -> xact -> User -> Last Name
Credit Card Payment -> Payment -> Payment ID
Credit Card Payment -> amount as "Payment Amount"
Credit Card Payment -> cc_processor as "Credit Card Processor"


Base Filters:

Credit Card Payment -> payment_ts (Date) (Between)
Credit Card Payment -> cc_processor (Is not NULL)
Credit Card Payment -> cash_drawer (Is NULL)
Credit Card Payment -> xact -> User -> Home Library -> Organizational Unit ID 
(In list)




Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmcca...@georgialibraries.org 
- Original Message -
From: "Elizabeth Davis" 
To: open-ils-general@list.georgialibraries.org
Sent: Wednesday, January 6, 2016 4:28:41 PM
Subject: [OPEN-ILS-GENERAL] Reports Question

Hello,

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

Thank you very much,


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

Re: [OPEN-ILS-GENERAL] Accepting credit card payments through the self-check interface?

[McCanna, Terran]

Thanks Jason! 

I'm just hiding the link in our implementation for now, and I'll enter a 
launchpad wishlist entry if there's not one already.


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


- Original Message -
From: "Jason A Boyer" <jbo...@library.in.gov>
To: "Evergreen Discussion Group" <open-ils-general@list.georgialibraries.org>
Sent: Monday, December 21, 2015 2:41:11 PM
Subject: Re: [OPEN-ILS-GENERAL] Accepting credit card payments through  the 
self-check interface?

Terran: If the selfcheck uses a separate interface it will have to be 
customized to make use of Stripe payment processing. The main payment form has 
several customizations only enabled when using Stripe because of the way 
payments are accepted through that service. A "regular" payment form will pass 
all of the parameters to an Evergreen backend which doesn't know what to do at 
that point. The short version of the details: the CC number and associated info 
aren't passed to Evergreen, only a payment token, Eg then uses that token to 
bill the patron instead of the CC number directly. The logic to pass the number 
back and forth to Stripe and generate that token isn't present in the backend 
(and would defeat the purpose of using Stripe, in that the Evergreen server 
never sees the CC number.) For the (only slightly, now) longer answer see how 
Open-ILS/src/templates/opac/myopic/main_payment_form.tt2 changes when 
ctx.use_stripe is 1.

Jason

--
Jason Boyer
Indiana State Library
http://library.in.gov/


-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
McCanna, Terran
Sent: Monday, December 21, 2015 1:14 PM
To: Evergreen Discussion Group
Subject: [OPEN-ILS-GENERAL] Accepting credit card payments through the 
self-check interface?

 This is an EXTERNAL email. Exercise caution. DO NOT open attachments or 
click links from unknown senders or unexpected email.  


Hello everyone,

Is anyone accepting credit card payments through Evergreen's built-in 
self-check interface?

I have a test account set up with Stripe on one of our servers that submits a 
test payment successfully when logged in through "My Account" but when I test 
the same one through the self-check, I get the following error:

Event: 4020:CREDIT_PROCESSOR_DECLINED_TRANSACTION -> The credit card processor 
has declined the transaction. undefined

I'm guessing it's not passing all the required parameters correctly, but I 
wanted to check with the group before I start digging too deeply. It's using a 
different form than the one My Account uses, too - any thoughts on whether or 
not it could use the same form?


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

[OPEN-ILS-GENERAL] Accepting credit card payments through the self-check interface?

[McCanna, Terran]

Hello everyone, 

Is anyone accepting credit card payments through Evergreen's built-in 
self-check interface?

I have a test account set up with Stripe on one of our servers that submits a 
test payment successfully when logged in through "My Account" but when I test 
the same one through the self-check, I get the following error:

Event: 4020:CREDIT_PROCESSOR_DECLINED_TRANSACTION -> The credit card processor 
has declined the transaction. undefined

I'm guessing it's not passing all the required parameters correctly, but I 
wanted to check with the group before I start digging too deeply. It's using a 
different form than the one My Account uses, too - any thoughts on whether or 
not it could use the same form?


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

Re: [OPEN-ILS-GENERAL] Announcement: new core committer named - Kathy Lussier

[McCanna, Terran]

Congratulations, Kathy!


Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmcca...@georgialibraries.org 
- Original Message -
From: "Galen Charlton" 
To: "Evergreen Development Discussion List" 

Cc: "Evergreen Discussion Group" 
Sent: Monday, November 9, 2015 1:33:25 PM
Subject: [OPEN-ILS-GENERAL] Announcement: new core committer named - Kathy  
Lussier

Hi,

By consensus of the incumbent members, Kathy Lussier of MassLNC was
invited to join the core committer team, and has accepted that
invitation. Congratulations!

An announcement on the Evergreen blog can be found here:

https://evergreen-ils.org/welcome-evergreens-newest-core-committer-kathy-lussier/

Regards,

Galen
-- 
Galen Charlton
Infrastructure and Added Services Manager
Equinox Software, Inc. / The Open Source Experts
email:  g...@esilibrary.com
direct: +1 770-709-5581
cell:   +1 404-984-4366
skype:  gmcharlt
web:http://www.esilibrary.com/
Supporting Koha and Evergreen: http://koha-community.org &
http://evergreen-ils.org

Re: [OPEN-ILS-GENERAL] E-Books and item records ... again

[McCanna, Terran]

Hi Donald,

I am not a cataloger, so I'm not sure if this will include the answer you are 
looking for, but the directions our libraries use for cataloging e-resources 
are publicly posted here:

http://pines.georgialibraries.org/cataloging-e-resources


Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmcca...@georgialibraries.org 
- Original Message -
From: "Donald Butterworth" 
To: "Evergreen Discussion Group" 
Sent: Tuesday, October 6, 2015 9:50:50 AM
Subject: [OPEN-ILS-GENERAL] E-Books and item records ... again

Hi Folks,

This question harkins back to the discussion we had some months ago about
best practices for ebook; should there be an item record associated with an
e-title? There seemed to be a consensus that an item record isn't necessary.

Here is our new scenario. We have a bib record that is already available in
the ATS Library. The WATS Library (which is part of our consortium) wants
it to appear in their catalog as well. How is that done if there is no
attached item record?

Hoping this is just a newbie question.

Thanks!

Don

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

Re: [OPEN-ILS-GENERAL] Receipt printer not printing data

[McCanna, Terran]

Hi Bill,

I've seen this behavior when the paper size is not set:  

1. Log into Evergreen and go to Admin > Workstation Administration > Printer 
Settings Editor.
2. In the Printer Context section, select Receipt.
3. Click Set Default Printer and Print Test Page. This will open the standard 
Windows Print dialog box.
4. Select the receipt printer from the dropdown list.
5. Click Properties.
6. Find the settings for Paper Size (this may be under Advanced - the location 
may vary slightly based on the printer driver you have installed and the 
version of Windows you have installed).
7. Choose the correct paper size for your printer (it should be something along 
the lines of "70mm x Roll" or "Continuous Feed").
8. Click OK to close the pop-up window(s) and view the test page that prints 
out.



Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmcca...@georgialibraries.org 
- Original Message -
From: "Bill Coffey" 
To: "Evergreen Discussion Group (open-ils-general@list.georgialibraries.org)" 

Sent: Monday, October 5, 2015 11:33:55 AM
Subject: [OPEN-ILS-GENERAL] Receipt printer not printing data

Everyone,
I have a problem with 3 Receipt printers, Out of 12 printers 3 are having 
problems.
Issue receipt printer not printing data on the Bill_Payment receipt
Data not being printed is the numerical data for Original Balance, Payment 
Received, Payment Applied, Billings Voided, Change Given, New Balance.
Receipt printer: Star TSP847
Operating System: Windows 7
Users: for every user that uses the computer.
I don't see any difference between the working and non-working settings.
I have uninstalled and reinstalled the printer and driver/software several 
times on two if the machines.
I am at a loss why the data is not printing, but everything else is ok.
It is only on this receipt everything else printing on receipts is ok.
Any help would be grateful.
Thanks


Bill Coffey
System Administrator
Wayne County Public Library
Goldsboro, NC 27530
bill.cof...@waynegov.com
Phone: (919) 735-6249

Re: [OPEN-ILS-GENERAL] Receipt template date formats?

[McCanna, Terran]

I tested %a (and every other standard and non-standard letter, lower case and 
capitalized) and didn't find one that worked with %due_date%. 


Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmcca...@georgialibraries.org 
- Original Message -
From: "Thomas Berezansky" <tsb...@mvlc.org>
To: "Evergreen Discussion Group" <open-ils-general@list.georgialibraries.org>
Sent: Friday, October 2, 2015 8:44:19 AM
Subject: Re: [OPEN-ILS-GENERAL] Receipt template date formats?

If %a works (and I haven't tested to see that it does) you would  
probably want this:

%DATE_FORMAT(%due_date_sort_value%, %a)%

The pre-formatted %due_date% doesn't usually parse as a date.

Quoting "McCanna, Terran" <tmcca...@georgialibraries.org>:

> Hi Jane,
>
> I haven't tested this, but I think you can get the day of the week with %a:
>
> %DATE_FORMAT(%due_date%, %a)%
>
>
> Terran McCanna
> PINES Program Manager
> Georgia Public Library Service
> 1800 Century Place, Suite 150
> Atlanta, GA 30345
> 404-235-7138
> tmcca...@georgialibraries.org
> - Original Message -
> From: "Jane Sandberg" <sand...@linnbenton.edu>
> To: "Evergreen Discussion Group" <open-ils-general@list.georgialibraries.org>
> Sent: Thursday, October 1, 2015 4:43:47 PM
> Subject: [OPEN-ILS-GENERAL] Receipt template date formats?
>
> Hi Evergreen,
>
> We were wondering if we could change the format of the due date in
> receipt templates.  The %due_date% macro gives us the -MM-DD
> format, but we were interested in getting the day of the week in there
> somehow.  Is this a possibility?
>
> Thanks,
>
>   -Jane
>
> --
> Jane Sandberg
> Electronic Resources Librarian
> Linn-Benton Community College
> sand...@linnbenton.edu / 541-917-4655


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

Re: [OPEN-ILS-GENERAL] Evergreen on a Bookmobile

[McCanna, Terran]

I don't think any of our libraries are currently trying to run the staff client 
live on their bookmobiles - they typically use the standalone client for 
circulation and then process the offline transactions when they get back to 
their base. 

We have not yet tested how well the web client will work on a cell connection, 
but hopefully it will be a lot more usable.

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


- Original Message -
From: "Scott Thomas" 
To: open-ils-general@list.georgialibraries.org
Sent: Thursday, October 1, 2015 7:53:00 AM
Subject: [OPEN-ILS-GENERAL] Evergreen on a Bookmobile

Hi,
   We run Evergreen live on our Bookmobile. Our county has fairly good cell 
coverage and the laptops get 3G or LTE at most stops. Despite this, the staff 
client runs poorly on the Bookmobile (slowness, error messages etc.). Equinox 
provided us with a  technical explanation of why this is so which is 
reasonable. Are any other libraries out there running Evergreen on a Bookmobile 
using a cell connection? If so, are you experiencing latency? If yes, how do 
you work around it?

Thank you,
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

Re: [OPEN-ILS-GENERAL] Receipt template date formats?

[McCanna, Terran]

Hi Jane, 

I haven't tested this, but I think you can get the day of the week with %a:

%DATE_FORMAT(%due_date%, %a)%


Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmcca...@georgialibraries.org 
- Original Message -
From: "Jane Sandberg" 
To: "Evergreen Discussion Group" 
Sent: Thursday, October 1, 2015 4:43:47 PM
Subject: [OPEN-ILS-GENERAL] Receipt template date formats?

Hi Evergreen,

We were wondering if we could change the format of the due date in
receipt templates.  The %due_date% macro gives us the -MM-DD
format, but we were interested in getting the day of the week in there
somehow.  Is this a possibility?

Thanks,

  -Jane

-- 
Jane Sandberg
Electronic Resources Librarian
Linn-Benton Community College
sand...@linnbenton.edu / 541-917-4655

Re: [OPEN-ILS-GENERAL] fancy HTML/CSS receipt lost in translation

[McCanna, Terran]

Oooh - I was looking in printer preferences and totally overlooked it in the 
Page Settings dialog. Thanks!




Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmcca...@georgialibraries.org 
- Original Message -
From: "Thomas Berezansky" <tsb...@mvlc.org>
To: "Evergreen Discussion Group" <open-ils-general@list.georgialibraries.org>
Sent: Monday, September 28, 2015 3:25:38 PM
Subject: Re: [OPEN-ILS-GENERAL] fancy HTML/CSS receipt lost in translation

To accomplish the background color printing in Evergreen:

When setting up the printer, select "Page Settings" and check the  
"Print Background (colors & images)" checkbox.

That should do it. It isn't a printer option so much as a "what  
application is printing" option.

Quoting "McCanna, Terran" <tmcca...@georgialibraries.org>:

> Yes -  it's creating an HTML/CSS page to print, and CSS backgrounds  
> don't print by default.
>
> Apparently some printers have the option to force backgrounds to  
> print, but I don't see that option on the printers I have access to.  
> There are some various CSS tricks out there for trying to force  
> backgrounds to print, but I haven't actually tried any of them and I  
> haven't seen any one widely accepted way to do it.
>
> Terran McCanna
> PINES Program Manager
> Georgia Public Library Service
> 1800 Century Place, Suite 150
> Atlanta, GA 30345
> 404-235-7138
> tmcca...@georgialibraries.org
> - Original Message -
> From: "Holly Brennan" <haderh...@ci.homer.ak.us>
> To: "Evergreen Discussion Group  
> (open-ils-general@list.georgialibraries.org)"  
> <open-ils-general@list.georgialibraries.org>
> Sent: Monday, September 28, 2015 2:46:04 PM
> Subject: [OPEN-ILS-GENERAL] fancy HTML/CSS receipt lost in translation
>
> I created this blurb for our receipts (below), since plugging in the  
> actual Banned Books Week image wasn't printing very well.
>
> It looks great on preview, but when it prints the table has no black  
> background and the text is black. Examples of Preview and output  
> below.
>
> I've never had something print differently than it appears in  
> Preview. Am I just trying to do the impossible? Or perhaps it's my  
> receipt printer? Very strange that not only is the background not  
> printing black but the text is also not printing as white... I can  
> almost understand one or the other, but not both.
>
> Thanks for your insight!
>
> -Holly
>
> PREVIEW IN RECEIPT TEMPLATE EDITOR:
>
> [cid:image002.jpg@01D0F9DA.DF81D900]
>
> OUTPUT OF ACTUAL RECEIPT:
>
> [cid:image004.jpg@01D0F9DA.DF81D900]
>
>
> Holly Brennan
> Library Technology Specialist
> Homer Public Library, Alaska
>
> hbren...@cityofhomer-ak.gov
> 907-235-3180 (main)
> 907-435-3154 (direct)


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

Re: [OPEN-ILS-GENERAL] fancy HTML/CSS receipt lost in translation

[McCanna, Terran]

Yes -  it's creating an HTML/CSS page to print, and CSS backgrounds don't print 
by default. 

Apparently some printers have the option to force backgrounds to print, but I 
don't see that option on the printers I have access to. There are some various 
CSS tricks out there for trying to force backgrounds to print, but I haven't 
actually tried any of them and I haven't seen any one widely accepted way to do 
it. 

Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmcca...@georgialibraries.org 
- Original Message -
From: "Holly Brennan" 
To: "Evergreen Discussion Group (open-ils-general@list.georgialibraries.org)" 

Sent: Monday, September 28, 2015 2:46:04 PM
Subject: [OPEN-ILS-GENERAL] fancy HTML/CSS receipt lost in translation

I created this blurb for our receipts (below), since plugging in the actual 
Banned Books Week image wasn't printing very well.

It looks great on preview, but when it prints the table has no black background 
and the text is black. Examples of Preview and output below.

I've never had something print differently than it appears in Preview. Am I 
just trying to do the impossible? Or perhaps it's my receipt printer? Very 
strange that not only is the background not printing black but the text is also 
not printing as white... I can almost understand one or the other, but not both.

Thanks for your insight!

-Holly

PREVIEW IN RECEIPT TEMPLATE EDITOR:

[cid:image002.jpg@01D0F9DA.DF81D900]

OUTPUT OF ACTUAL RECEIPT:

[cid:image004.jpg@01D0F9DA.DF81D900]


Holly Brennan
Library Technology Specialist
Homer Public Library, Alaska

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

Re: [OPEN-ILS-GENERAL] Fwd: [OpenILS-feedback] Consideration of Computer Based Training for Evergreen suite

[McCanna, Terran]

I agree about the policy and workflow differences from system to system. One of 
the beauties of Evergreen is that it's so flexible to meet different needs of 
different types of institutions and consortiums. 

In PINES, our training integrates policy training along with software usage and 
best practices training. When there are changes due to upgrades or to policy 
changes, we usually create short videos to send to our staff that cover just 
those changes. We are in the very beginning stages of working on some online, 
self-paced courses for our libraries, but our plan is to include our policy 
training in those as well. 


Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmcca...@georgialibraries.org 
- Original Message -
From: "Grace Dunbar" <gdun...@esilibrary.com>
To: "Evergreen Discussion Group" <open-ils-general@list.georgialibraries.org>
Sent: Friday, September 25, 2015 11:35:37 AM
Subject: Re: [OPEN-ILS-GENERAL] Fwd: [OpenILS-feedback] Consideration of 
Computer Based Training for Evergreen suite

Terran,
My thinking exactly.  It would be a lot of work to create and maintain but
is also a good opportunity for folks who want to pitch in.  I also think
that many consortia use Evergreen so differently that they would prefer
their training to be more specifically geared toward their own
implementations.  Not that a general set of videos wouldn't be helpful, but
I think staff need things that won't lead them astray when it comes to
local policies.

Grace

On Fri, Sep 25, 2015 at 10:28 AM, McCanna, Terran <
tmcca...@georgialibraries.org> wrote:

> I think it would be a good community project, but it would definitely be
> an extraordinary amount of work to do and to maintain. Since more people
> have been joining the community recently, perhaps that would be a great way
> to get involved? (I do not have the capacity to volunteer to coordinate
> something like this at this time, though.  Yamil, can you clone yourself?
> :D)
>
> For libraries that are seeking video training resources immediately, Sitka
> / BC Libraries Cooperative has created a series of videos for their users
> that are very helpful at: https://bc.libraries.coop/support/videos/
>
>
>
> Terran McCanna
> PINES Program Manager
> Georgia Public Library Service
> 1800 Century Place, Suite 150
> Atlanta, GA 30345
> 404-235-7138
> tmcca...@georgialibraries.org
> - Original Message -
> From: "Jason Etheridge" <ja...@esilibrary.com>
> To: "Evergreen Discussion Group" <
> open-ils-general@list.georgialibraries.org>
> Sent: Friday, September 25, 2015 9:07:03 AM
> Subject: [OPEN-ILS-GENERAL] Fwd: [OpenILS-feedback] Consideration of
> Computer Based Training for Evergreen suite
>
> Sharing this (below sig) with their permission.
>
> --
> Jason Etheridge
> | Community and Migration Manager
> | Equinox Software, Inc. / The Open Source Experts
> | phone: 1-877-OPEN-ILS (673-6457)
> | email: ja...@esilibrary.com
> | web: http://www.esilibrary.com
>
> -- Forwarded message --
> From: anonymous
> Date: Thu, Sep 24, 2015 at 2:26 PM
> Subject: [OpenILS-feedback] Consideration of Computer Based Training
> for Evergreen suite
> To: feedb...@open-ils.org
>
>
> I have worked in academic libraries for most of my life and I recently
> began working at a public library where Evergreen software 2.7 is
> being used. I must admit, as fast paced as a public libraries/ media
> center is, Evergreen is quite overwhelming to learn. I am just curious
> if there is or has there been any discussion on creating Computer
> Based Training (CBT) programs for libraries currently utilizing
> Evergreen software. Academic libraries use CBTs and it makes a world
> of difference. "
>
> I have gone through the liberty of responding to the questions on a
> forum I found connected to Evergreen software suite:
>
> Provide as many answers as possible to the following questions:
>
>
> * What is the feature?
>
> The feature is a Computer Based Training (CBT) program for circulation
> clerks or any new user of the Evergreen suite.
>
>
> * What does it do, what problem does it address, how do you see it
> functioning?
>
> Creating a training program would streamline the knowledge base of
> library staff. As it is now, the Evergreen suite is slightly
> overwhelming not to mention the frequent upgrades / bug fixes
> /updates. This CBT program would enable staff to learn programs with
> limited distractions and make the program more user friendly, which in
> turn would increase appeal of this software suite.
>
>
> * Where does it “fit” in the Evergreen software suite – 

Re: [OPEN-ILS-GENERAL] Fwd: [OpenILS-feedback] Consideration of Computer Based Training for Evergreen suite

[McCanna, Terran]

I think it would be a good community project, but it would definitely be an 
extraordinary amount of work to do and to maintain. Since more people have been 
joining the community recently, perhaps that would be a great way to get 
involved? (I do not have the capacity to volunteer to coordinate something like 
this at this time, though.  Yamil, can you clone yourself? :D)

For libraries that are seeking video training resources immediately, Sitka / BC 
Libraries Cooperative has created a series of videos for their users that are 
very helpful at: https://bc.libraries.coop/support/videos/



Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmcca...@georgialibraries.org 
- Original Message -
From: "Jason Etheridge" 
To: "Evergreen Discussion Group" 
Sent: Friday, September 25, 2015 9:07:03 AM
Subject: [OPEN-ILS-GENERAL] Fwd: [OpenILS-feedback] Consideration of Computer 
Based Training for Evergreen suite

Sharing this (below sig) with their permission.

-- 
Jason Etheridge
| Community and Migration Manager
| Equinox Software, Inc. / The Open Source Experts
| phone: 1-877-OPEN-ILS (673-6457)
| email: ja...@esilibrary.com
| web: http://www.esilibrary.com

-- Forwarded message --
From: anonymous
Date: Thu, Sep 24, 2015 at 2:26 PM
Subject: [OpenILS-feedback] Consideration of Computer Based Training
for Evergreen suite
To: feedb...@open-ils.org


I have worked in academic libraries for most of my life and I recently
began working at a public library where Evergreen software 2.7 is
being used. I must admit, as fast paced as a public libraries/ media
center is, Evergreen is quite overwhelming to learn. I am just curious
if there is or has there been any discussion on creating Computer
Based Training (CBT) programs for libraries currently utilizing
Evergreen software. Academic libraries use CBTs and it makes a world
of difference. "

I have gone through the liberty of responding to the questions on a
forum I found connected to Evergreen software suite:

Provide as many answers as possible to the following questions:


* What is the feature?

The feature is a Computer Based Training (CBT) program for circulation
clerks or any new user of the Evergreen suite.


* What does it do, what problem does it address, how do you see it functioning?

Creating a training program would streamline the knowledge base of
library staff. As it is now, the Evergreen suite is slightly
overwhelming not to mention the frequent upgrades / bug fixes
/updates. This CBT program would enable staff to learn programs with
limited distractions and make the program more user friendly, which in
turn would increase appeal of this software suite.


* Where does it “fit” in the Evergreen software suite – staff client,
cataloging, circulation, reporting, public catalog, or somewhere else?

It fits into all aspects of Evergreen software suite.


* Is it similar to a feature you have seen in other software?

Yes, many academic libraries utilize CBTs for ultimate user knowledge.
Any changes are easily integrated into a CBT program which enables
libraries to continue operating efficiently.


* Who does the feature benefit — library users, library staff, or a
specific community (teens, catalogers, homebound users)?

As a whole, every single person who utilizes a library will benefit
from the program because it adds to proficiency. In addition, it will
create knowledgeable and confident staff. Learning a program’s
minutiae directly from those who have created it will lead to less
errors, dissatisfaction, and productivity all around.


* Does the feature benefit your library specifically or could it apply
to other libraries? Some? Many? Most or all of them?

Yes. I see an opportunity for the CBT program to benefit all libraries
utilizing the Evergreen software suite.


* Can you provide a use case for the requested feature? In other
words, can you describe the feature’s workflow, who would use it, how
you see it functioning? Tell us a story.

As stated previously, I have previously worked in academic libraries
where CBTs are the chosen training methods for new hires.  These CBTs
allow users o encounter normal transactions and the modules escalates
to more difficult transactions which circulation assistants deal with
on a daily basis. The CBTs are even programmed to throw in some rare
issues faced in a library such as loan forgiveness. Essentially, CBTs
teach an assistant how to react to most situations confidently because
he / she has learned the software properly.


As to my knowledge there currently are no CBT programs for Evergreen.
I have recently begun working at a public library. The pace of public
libraries / media center does not allow staff to sit down and train
employees. They are much too busy. This creates numerous issues when
using the software as it becomes a cramming 

Re: [OPEN-ILS-GENERAL] Evergreen 2.9.0 Released

[McCanna, Terran]

Great work Jason and all of the contributors! We're really looking forward to 
moving to this version! 

In fact, we mentioned the new negative balance functionality at our statewide 
PINES library directors' meeting yesterday and it actually got applause :)



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


 Original message From: Jason Stephenson 
 Date:09/16/2015  8:31 PM  (GMT-05:00) 
To: Open-ILS General  
Subject: [OPEN-ILS-GENERAL] Evergreen 2.9.0 Released 
Hi, all.

Thanks to the efforts of many contributors, the Evergreen
community is pleased to announce the release of version 2.9.0 of
the Evergreen open source integrated library system. Please visit
http://evergreen-ils.org/egdownloads/ to get it!

This release has many new features and enhancements, including:

* Blanket orders in Acquisitions
* Ability to send alerts to user before their account expires
* More control over when patrons can have negative balances
* Manage Authorities now displays the thesaurus
* Item statistical categories can be set during record import
* More features in the web staff client preview
* Plus, some old, unused code was removed

For more information about what's in this release, check out the
release notes:
http://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_9.html.

Cheers,
Jason
-- 
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...@mvlc.org

Re: [OPEN-ILS-GENERAL] cataloging functions in the web client

[McCanna, Terran]

Hi April,

You can use login "admin" and password "demo123" - from there, you can create 
new cataloger accounts or find test user accounts that are already in there to 
update and use. 


Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmcca...@georgialibraries.org 
- Original Message -
From: "April Durrence" 
To: "Evergreen Discussion Group" 
Sent: Friday, September 11, 2015 4:38:26 PM
Subject: Re: [OPEN-ILS-GENERAL] cataloging functions in the web client

Hi Sally,

Please forgive me if this information is already known and I missed it, but the 
link takes me to a login page requesting username, password, and workstation. 
Is there a generic login that testers should use? I believe some of the 
catalogers in our consortium would love to take a look at the cataloging 
functions in the web client and provide feedback.

Regards,

April

April Durrence - NC Cardinal Support Specialist
State Library of North Carolina
4640 Mail Service Center
Raleigh, NC 27699-4640
Email: april.durre...@ncdcr.gov
Office: 919.807.7420; Fax: 919.733.8748
[dcr-200px-logo][slnc-logo-100-wide][cid:image004.png@01CFD195.D3581090]
Opinions expressed in this message may not represent the policy of my agency.  
Email correspondence to and from this address may be subject to the North 
Carolina Public Records law “NCGS.Ch. 132” and may be disclosed to third 
parties by an authorized state official.


From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Sally 
Fortin
Sent: Friday, September 11, 2015 8:30 AM
To: open-ils-general@list.georgialibraries.org
Subject: [OPEN-ILS-GENERAL] cataloging functions in the web client

Hi,

ESI has completed work on the cataloging functions in the web client.  The 
purpose of this work is to implement cataloging functions that are currently 
available in the XUL staff client in a lightweight web application. The 
functional areas that were implemented are listed on the Evergreen wiki here:

http://wiki.evergreen-ils.org/doku.php?id=dev:browser_staff:dev_sprints:2

As always, community feedback is desired.  To take a look at these features, 
point your browser to:

https://webby.evergreencatalog.com/eg/staff/

Developers are now at work on sprint 3, which will focus on the implementation 
of reports and admin functions in the web client.  Those features will be added 
to the web client soon.

Thanks,
Sally
--
Sally Fortin
Project Manager
Equinox Software, Inc. - The Open Source Experts
phone: 1-877-OPEN-ILS (673-6457)
email:  sal...@esilibrary.com
web: http://www.esilibrary.com

Re: [OPEN-ILS-GENERAL] Expiration of Holds Shelf Holds

[McCanna, Terran]

Some of our libraries had issues with people accidentally clicking the "Clear 
Holds Shelf" option on the Circulation drop-down menu, so we disabled that 
option. 

Now, when they want to clear the holds shelf, they take one of the two 
approaches that Kathy mentioned. 


Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmcca...@georgialibraries.org 
- Original Message -
From: "Kathy Lussier" 
To: open-ils-general@list.georgialibraries.org
Sent: Tuesday, September 1, 2015 2:25:18 PM
Subject: Re: [OPEN-ILS-GENERAL] Expiration of Holds Shelf Holds

Hi Scott,

The titles on the holds shelf will remain there until staff explicitly 
removes it from the hold shelf. There are two ways staff can do so:

Retrieve the Browse Holds Shelf interface -> select the checkbox to View 
Clearable Holds -> Click the Clear these Holds button. You then need to 
scan each item in at checkin to send it along to its next destination.

Retrieve the Browse Holds Shelf interface -> select the checkbox to View 
Clearable holds. Then, after staff pull the titles from the holds shelf, 
they can scan them in at checkin using the Clear Holds Shelf checkin 
modifier.

Kathy

On 09/01/2015 02:15 PM, Scott Thomas wrote:
>
> In our old ILS you could set an expiration period for holds on the 
> Holds Shelf, but it was just a flag on which to hang a report. The 
> holds themselves remained intact. In Evergreen holds still on the 
> Holds Shelf at the time of expiration are obliterated. This would not 
> be bad except, if a staff member fails to take action, the item 
> automatically reverts to a status of Available and begin appearing on 
> the Pull List of the Owning Library even though it may be still 
> sitting on the Holds Shelf of the expired Pickup Library. We were told 
> that this behavior cannot be changed and that the only work around is 
> to change the behavior of the staff and / or to set “Default holds 
> shelf expire interval” to something higher. Is all of this accurate?
>
> Thank you,
> 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 
>

-- 
Kathy Lussier
Project Coordinator
Massachusetts Library Network Cooperative
(508) 343-0128
kluss...@masslnc.org
Twitter: http://www.twitter.com/kmlussier

Re: [OPEN-ILS-GENERAL] Hold Slip: Source of Notify By

[McCanna, Terran]

Yes, that is my understanding of it. 

The only thing I might add to your list (if you're training others) is that 
User Settings changes don't change pre-existing holds.


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

- Original Message -
From: "Scott Thomas" <sc...@albright.org>
To: "Evergreen Discussion Group" <open-ils-general@list.georgialibraries.org>
Sent: Tuesday, September 1, 2015 9:28:48 AM
Subject: Re: [OPEN-ILS-GENERAL] Hold Slip: Source of Notify By

   Thank you for replying. Here is what my testing has revealed:

1. If the patron has made no attempt to specify notification options and then 
they (or a staff member on their behalf) places a hold, the Phone Number will 
default to Daytime Phone in the patron record as well as the Email Address.

2. If a staff member via the staff client changes the defaults under User 
Settings in the patron record, this new defaults are present the next time the 
patron places a hold.

3. If the patron, when placing a hold, decides to change, say, the Phone Number 
on the hold screen, it is in effect only for that hold and does not update User 
Settings.

4. If the patron logs in and changes their notification options, it does update 
User Settings.

Do I have this right?

Scott

-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
McCanna, Terran
Sent: Monday, August 31, 2015 4:04 PM
To: Evergreen Discussion Group <open-ils-general@list.georgialibraries.org>
Subject: Re: [OPEN-ILS-GENERAL] Hold Slip: Source of Notify By

Hi Scott, 

The notify-by options for each hold placed are stored in that hold's individual 
record (not in the patron's record). By default, they are set to the patron's 
selected hold notification preferences at the time the hold is placed, but 
those options can be changed either at the time the hold is placed or after the 
fact.

Changing the patron's notification preferences in the account settings will not 
retroactively change what is stored in the holds that have already been placed. 
This is the cause of confusion to many of our patrons and front-line staff, as 
they wonder why the patron's old phone number or email address shows up on the 
hold slip when it has clearly been updated in the patron account record. We 
recommend to our staff that when a patron requests a change to their contact 
information, that they ask the patron if they'd like their outstanding holds 
(if any) to be updated too. 

Also, if you have the notify by text option enabled, you may want to add that 
macro to the receipt template since it is not there by default.

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


- Original Message -
From: "Scott Thomas" <sc...@albright.org>
To: "Evergreen Discussion Group ‎[open-ils-general@list.georgialibraries.org]‎" 
<open-ils-general@list.georgialibraries.org>
Sent: Monday, August 31, 2015 3:31:04 PM
Subject: [OPEN-ILS-GENERAL] Hold Slip: Source of Notify By

Can anyone shed some light on the sources for the Notify By fields in the Holds 
Slip? There doesn't seem to be any correlation between fields populated in the 
patron record (including those under User Settings) and the slips produced for 
these patrons. Some patrons have Notify by phone unpopulated on the slip, but 
populated in Daytime Phone. Notify by email is similarly inconsistent. I've 
been unable to come up with any consistent scenarios that produce these 
results. Can anyone point me in the right direction with this?


Thank you,
Scott Thomas
Lackawanna County Library System
Scranton, PA

Re: [OPEN-ILS-GENERAL] Hold Slip: Source of Notify By

[McCanna, Terran]

Hi Scott, 

The notify-by options for each hold placed are stored in that hold's individual 
record (not in the patron's record). By default, they are set to the patron's 
selected hold notification preferences at the time the hold is placed, but 
those options can be changed either at the time the hold is placed or after the 
fact.

Changing the patron's notification preferences in the account settings will not 
retroactively change what is stored in the holds that have already been placed. 
This is the cause of confusion to many of our patrons and front-line staff, as 
they wonder why the patron's old phone number or email address shows up on the 
hold slip when it has clearly been updated in the patron account record. We 
recommend to our staff that when a patron requests a change to their contact 
information, that they ask the patron if they'd like their outstanding holds 
(if any) to be updated too. 

Also, if you have the notify by text option enabled, you may want to add that 
macro to the receipt template since it is not there by default.

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


- Original Message -
From: "Scott Thomas" 
To: "Evergreen Discussion Group ‎[open-ils-general@list.georgialibraries.org]‎" 

Sent: Monday, August 31, 2015 3:31:04 PM
Subject: [OPEN-ILS-GENERAL] Hold Slip: Source of Notify By

Can anyone shed some light on the sources for the Notify By fields in the Holds 
Slip? There doesn't seem to be any correlation between fields populated in the 
patron record (including those under User Settings) and the slips produced for 
these patrons. Some patrons have Notify by phone unpopulated on the slip, but 
populated in Daytime Phone. Notify by email is similarly inconsistent. I've 
been unable to come up with any consistent scenarios that produce these 
results. Can anyone point me in the right direction with this?


Thank you,
Scott Thomas
Lackawanna County Library System
Scranton, PA

Re: [OPEN-ILS-GENERAL] Evergreen 2.9-beta Released

[McCanna, Terran]

+1 for all your work pulling everything together, Jason!


Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmcca...@georgialibraries.org 
- Original Message -
From: Jason Stephenson jstephen...@mvlc.org
To: Open-ILS Dev open-ils-...@list.georgialibraries.org, Open-ILS General 
open-ils-general@list.georgialibraries.org
Sent: Friday, August 21, 2015 10:38:56 AM
Subject: [OPEN-ILS-GENERAL] Evergreen 2.9-beta Released

Hi, all.

Thanks to the efforts of dozens of community members, Evergreen  
2.9-beta was released yesterday, August 20, 2015. Please download it  
and have a go at testing.

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

Release Announcement with more detail:  
http://evergreen.sigio.com/2015/08/a-day-late-evergreen-29-beta-released.html

Cheers,
Jason
-- 
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...@mvlc.org

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

[McCanna, Terran]

+1 to each of you!


Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmcca...@georgialibraries.org 
- Original Message -
From: Josh Stompro stomp...@exchange.larl.org
To: open-ils-general@list.georgialibraries.org
Sent: Friday, August 21, 2015 4:38:57 PM
Subject: [OPEN-ILS-GENERAL] Evergreen 2.8.3 and 2.7.7 released on 8/19/2015

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

Re: [OPEN-ILS-GENERAL] Introduction

[McCanna, Terran]

Welcome to the group, Lori!

I agree with Ruth - even if you don't participate in any programming, your 
understanding of machine logic and processes can be invaluable in participating 
in testing and documentation :)


Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmcca...@georgialibraries.org 
- Original Message -
From: leichterl leicht...@larl.org
To: open-ils-general@list.georgialibraries.org
Sent: Wednesday, August 19, 2015 2:19:37 PM
Subject: [OPEN-ILS-GENERAL] Introduction

 

Hello, Evergreen Community,

 I'm Lori Leichter, a library assistant at the Detroit Lakes branch of
the Lake Agassiz Regional Library system. I've been here just over 7
years. Many, many, many years before starting here I did programming- in
assembly language, using floppy disks (an upgrade from the IBM cards I
used while getting my degree.) Pretty sure that, even if I could
remember any of those skill, they would not be too useful now, but that
experience is the source of my great respect for modern programmers and
the amazing things they can get computers to do. Hope I can be of some
help! 

Re: [OPEN-ILS-GENERAL] Introduction

[McCanna, Terran]

Welcome to the community, Danell, Kristi, Matthew, and Jennifer!

I've been an Evergreen user since 2009, but I've only started becoming involved 
in the broader community in the past two years so I still feel relatively new, 
but I participate as much as I am able to. People are very helpful, and I find 
it very gratifying to be able to play a part in improving the product and the 
documentation and seeing it make a difference (even if it's in a very small way 
- one of my bug fixes involved getting rid of a stray semicolon in the OPAC!)

Best of luck with your upcoming migration, Kristi. I think you'll be very happy 
with how all of the improvements that have been made to the software since you 
were with Indiana. 


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

Re: [OPEN-ILS-GENERAL] TPAC and Display of the Summaries More...can you help?

[McCanna, Terran]

Aaah, that makes sense now!

Since you're hacking that code anyway, what if you built some additional 
if-then logic into it (I won't try to attempt writing the code at this 
moment)...

for each node (a or c)...
if node is an a
set summaryvar = a
else if node is a c
set summaryvar = summaryvar + c
end
end

Then you wouldn't have any need to change the summaryplus.tt2

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


- Original Message -
From: Tony Bandy to...@ohionet.org
To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org
Sent: Wednesday, August 12, 2015 9:24:36 PM
Subject: Re: [OPEN-ILS-GENERAL] TPAC and Display of the Summaries  
More...can you help?

Hi Ben, Terran, folks,

Thanks much for the replies...I guess I should explain where that subfield C is 
coming in.  I hacked the misc_util.tt2 file to include that extra subfield c 
(Our catalogers wanted it to show up in the catalog).  Here's my alterations to 
that file:

  

args.summaries = []; 
 FOR sub IN xml.findnodes('//*[@tag=520]/*[@code=a or @code=”c”]'); 
   args.summaries.push(sub.textContent); 
END; 
 args.summary = (args.summaries.size) ? args.summaries.0 : '';

  

As far as it goes, it's not the end of the world...I was just curious if this 
was possibleI guess I'm so used to dealing with regular HTML that the *.tt2 
files are still somewhat mysterious

Appreciate you taking a look at this!

--Tony


From: Open-ils-general open-ils-general-boun...@list.georgialibraries.org on 
behalf of McCanna, Terran tmcca...@georgialibraries.org
Sent: Wednesday, August 12, 2015 5:48 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] TPAC and Display of the Summaries  More...can 
you help?

Hmmph... yes, it looks like it's treating the content from each node the same 
regardless of which subfield it came from.

Because of that, if you removed line 6 from the summaryplus.tt2 files, it would 
remove all the line breaks and if there were multiple 520s it would run them 
all together.


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

- Original Message -
From: Ben Shum bs...@biblio.org
To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org
Sent: Wednesday, August 12, 2015 4:56:53 PM
Subject: Re: [OPEN-ILS-GENERAL] TPAC and Display of the Summaries  More...can 
you help?

Well actually, I think this is an odd MARC issue, where the Provided
by publisher line is part of another subfield.  520c, in the case of
that record anyways.

That confuses me slightly cause of the following:

In summaryplus.tt2, the default seems to grab and create spans for
attrs.summaries (which whenever I see attrs, I go to check
misc_util.tt2 to see how it comes up with those attributes).  But in
misc_util.tt2, the attrs.summaries seems to generate using only 520a
data.  No mention of c.  So something is roping in extra content
unexpectedly there.

Otherwise, I would expect that multiple 520 statements would result in
span content that is broken up into separate lines.

-- Ben

On Wed, Aug 12, 2015 at 4:28 PM, McCanna, Terran
tmcca...@georgialibraries.org wrote:
 Hi Tony,

 I believe you would want to look at

 1) openils\var\templates\opac\parts\record\summaryplus.tt2

 and maybe

 2) openils\var\templates\opac\css\style.css.tt2  (where it refers to 
 .rdetail-extras-summary )



 I hope that helps!



 Terran McCanna
 PINES Program Manager
 Georgia Public Library Service
 1800 Century Place, Suite 150
 Atlanta, GA 30345
 404-235-7138
 tmcca...@georgialibraries.org
 - Original Message -
 From: Tony Bandy to...@ohionet.org
 To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org
 Sent: Wednesday, August 12, 2015 3:03:53 PM
 Subject: [OPEN-ILS-GENERAL] TPAC and Display of the Summaries  More...can
   you help?

 Hello everyone,

 I've been whacking away at this for a few days now and not having much 
 luckthought I would toss this out to the group in case you have solved 
 this already.

 Upshot:  We're running Evergreen 2.7.2 hosted and want to change/edit how the 
 summary statement shows up on the TPAC.

 ---

 Try this search:  http://blanchester.cool-cat.org/eg/opac/record/948395.

 Once the record appears on the screen, scroll down to the Summaries  More to 
 expand the section.

 If I wanted to edit how this displays in the TPAC,  for example removing the 
 line break and pushing the Provided by publisher back up to the main 
 paragraph, how would I do this?

 If it was just regular html code, it would be a simple matter of removing the 
 line break.  However, since the tpac is using *.tt2 files-which file

Re: [OPEN-ILS-GENERAL] TPAC and Display of the Summaries More...can you help?

[McCanna, Terran]

Hmmph... yes, it looks like it's treating the content from each node the same 
regardless of which subfield it came from. 

Because of that, if you removed line 6 from the summaryplus.tt2 files, it would 
remove all the line breaks and if there were multiple 520s it would run them 
all together. 


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

- Original Message -
From: Ben Shum bs...@biblio.org
To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org
Sent: Wednesday, August 12, 2015 4:56:53 PM
Subject: Re: [OPEN-ILS-GENERAL] TPAC and Display of the Summaries  More...can 
you help?

Well actually, I think this is an odd MARC issue, where the Provided
by publisher line is part of another subfield.  520c, in the case of
that record anyways.

That confuses me slightly cause of the following:

In summaryplus.tt2, the default seems to grab and create spans for
attrs.summaries (which whenever I see attrs, I go to check
misc_util.tt2 to see how it comes up with those attributes).  But in
misc_util.tt2, the attrs.summaries seems to generate using only 520a
data.  No mention of c.  So something is roping in extra content
unexpectedly there.

Otherwise, I would expect that multiple 520 statements would result in
span content that is broken up into separate lines.

-- Ben

On Wed, Aug 12, 2015 at 4:28 PM, McCanna, Terran
tmcca...@georgialibraries.org wrote:
 Hi Tony,

 I believe you would want to look at

 1) openils\var\templates\opac\parts\record\summaryplus.tt2

 and maybe

 2) openils\var\templates\opac\css\style.css.tt2  (where it refers to 
 .rdetail-extras-summary )



 I hope that helps!



 Terran McCanna
 PINES Program Manager
 Georgia Public Library Service
 1800 Century Place, Suite 150
 Atlanta, GA 30345
 404-235-7138
 tmcca...@georgialibraries.org
 - Original Message -
 From: Tony Bandy to...@ohionet.org
 To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org
 Sent: Wednesday, August 12, 2015 3:03:53 PM
 Subject: [OPEN-ILS-GENERAL] TPAC and Display of the Summaries  More...can
   you help?

 Hello everyone,

 I've been whacking away at this for a few days now and not having much 
 luckthought I would toss this out to the group in case you have solved 
 this already.

 Upshot:  We're running Evergreen 2.7.2 hosted and want to change/edit how the 
 summary statement shows up on the TPAC.

 ---

 Try this search:  http://blanchester.cool-cat.org/eg/opac/record/948395.

 Once the record appears on the screen, scroll down to the Summaries  More to 
 expand the section.

 If I wanted to edit how this displays in the TPAC,  for example removing the 
 line break and pushing the Provided by publisher back up to the main 
 paragraph, how would I do this?

 If it was just regular html code, it would be a simple matter of removing the 
 line break.  However, since the tpac is using *.tt2 files-which file builds 
 these results?

 I thought it might be the extras.tt2 file, but after perusing that one for a 
 while, I'm not seeing anything.

 ---

 I'm no expert, just trying to fix our TPAC, so if you can share any fixes, 
 tips or tricks, I would really appreciate it!

 Thanks in advance for your thoughts

 --Tony


 Tony Bandy
 to...@ohionet.orgmailto:to...@ohionet.org
 OHIONET
 1500 West Lane Ave.
 Columbus, OH  43221-3975
 614-484-1074 (Direct)
 614-486-2966 x19




-- 
Benjamin Shum
Evergreen Systems Manager
Bibliomation, Inc.
24 Wooster Ave.
Waterbury, CT 06708
203-577-4070, ext. 113

Re: [OPEN-ILS-GENERAL] TPAC and Display of the Summaries More...can you help?

[McCanna, Terran]

Hi Tony,

I believe you would want to look at

1) openils\var\templates\opac\parts\record\summaryplus.tt2

and maybe

2) openils\var\templates\opac\css\style.css.tt2  (where it refers to 
.rdetail-extras-summary )



I hope that helps!



Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmcca...@georgialibraries.org 
- Original Message -
From: Tony Bandy to...@ohionet.org
To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org
Sent: Wednesday, August 12, 2015 3:03:53 PM
Subject: [OPEN-ILS-GENERAL] TPAC and Display of the Summaries  More...can  
you help?

Hello everyone,

I've been whacking away at this for a few days now and not having much 
luckthought I would toss this out to the group in case you have solved this 
already.

Upshot:  We're running Evergreen 2.7.2 hosted and want to change/edit how the 
summary statement shows up on the TPAC.

---

Try this search:  http://blanchester.cool-cat.org/eg/opac/record/948395.

Once the record appears on the screen, scroll down to the Summaries  More to 
expand the section.

If I wanted to edit how this displays in the TPAC,  for example removing the 
line break and pushing the Provided by publisher back up to the main 
paragraph, how would I do this?

If it was just regular html code, it would be a simple matter of removing the 
line break.  However, since the tpac is using *.tt2 files-which file builds 
these results?

I thought it might be the extras.tt2 file, but after perusing that one for a 
while, I'm not seeing anything.

---

I'm no expert, just trying to fix our TPAC, so if you can share any fixes, tips 
or tricks, I would really appreciate it!

Thanks in advance for your thoughts

--Tony


Tony Bandy
to...@ohionet.orgmailto:to...@ohionet.org
OHIONET
1500 West Lane Ave.
Columbus, OH  43221-3975
614-484-1074 (Direct)
614-486-2966 x19

Re: [OPEN-ILS-GENERAL] Feedback requested on patron editor in web client

[McCanna, Terran]

I like it! 


Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmcca...@georgialibraries.org 
- Original Message -
From: Kathy Lussier kluss...@masslnc.org
To: open-ils-general@list.georgialibraries.org
Sent: Tuesday, July 28, 2015 9:39:41 AM
Subject: Re: [OPEN-ILS-GENERAL] Feedback requested on patron editor in web 
client

Hi all,

Thanks to everyone on the feedback you provided for the patron editor. 
I've created a mock-up based on the feedback - 
http://www.screencast.com/t/4lcqzkcxedgN.

The idea is that all of the elements above the Patron Edit heading in 
this interface would remain fixed to the top of the interface. This 
mock-up displays the edit view of the registration/edit form. The tabs 
that bring you to the different areas of the patron record (check out, 
items out, holds, etc.) would be fixed as well, which fits in with the 
easy access we have to those buttons in the existing client.

Although people didn't think it was necessary to keep the display 
options accessible at all times, I put those in the fixed area primarily 
because it made the best use of the space available.

Let me know if you have any feedback on this mock-up!

Kathy

On 07/10/2015 02:21 PM, Jason Etheridge wrote:
 For what it's worth, I've seen mobile web pages that use floating top
 and bottom bars to good effect.


-- 
Kathy Lussier
Project Coordinator
Massachusetts Library Network Cooperative
(508) 343-0128
kluss...@masslnc.org
Twitter: http://www.twitter.com/kmlussier

Re: [OPEN-ILS-GENERAL] Web Client Design - Fixed Page Elements?

[McCanna, Terran]

I love it!

Does it scale nicely to small screens?

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


- Original Message -
From: Kathy Lussier kluss...@masslnc.org
To: open-ils-general@list.georgialibraries.org
Sent: Wednesday, July 22, 2015 1:43:07 PM
Subject: Re: [OPEN-ILS-GENERAL] Web Client Design - Fixed Page Elements?

Hi all,

I just wanted to report back that I submitted something in LP with some 
code attached to make the main navigation menu a fixed element.

The LP bug is available at 
https://bugs.launchpad.net/evergreen/+bug/1474455.

A small screencast showing the new behavior for the navigation menu is 
available at

https://drive.google.com/file/d/0B74gDMUDwDXqWWFLbDhLV3p3bzg/view?usp=sharing

Kathy



On 07/10/2015 03:14 PM, Dan Wells wrote:

 Hello all,

 This came up in Kathy’s recent thread asking about the patron editor, 
 and rather than hijack that thread, I’d like to broaden the 
 conversation a little, because the same usability issues will affect 
 many areas of the staff client.

 To cut straight to the point, I strongly believe that using fixed 
 position for large portions of the staff client interface will have a 
 major positive effect on usability.  This has been applied and proven 
 in desktop applications for decades, and is now being rediscovered 
 within the browser environment as web “pages” become applications. 
 There is plenty of evidence out there to support this stance, but here 
 is a quick read which highlights the point well: 
 http://www.smashingmagazine.com/2012/09/11/sticky-menus-are-quicker-to-navigate/

 If we consider the mockups from our design internship a few months 
 back, in the screenshot Kathy referenced, the entire top area (and, in 
 this case, the right sidebar) would ideally be fixed position.  The 
 only scrolling area should be the actual form.  For any who attended 
 my talk on design at the conference, this is exactly the concern of 
 rule of thumb #3: “Scroll the data, not the interface”, with “data” 
 broadly including all information and workspaces which are not “the 
 program”.  (Here is Kathy’s screenshot link again for reference: 
 http://media.tumblr.com/69beec7802a938b889bdfa80c7e0d54b/tumblr_inline_nkn0okinXl1t572gy.png
  
 )

 The main complaint driven at fixed screen elements is that they take 
 up too much space.  They do take up space, obviously, but with the 
 amount of use these elements get on a moment by moment basis, the 
 space is well worth taking.  In cases where more workspace is truly of 
 benefit, we are better off using fixed position with a “hide” option 
 (auto or manual) than we would be with using scroll, as we can retain 
 the clear benefits of persistent availability and predictability.  
 (Expert users might also choose to do without some toolbars and rely 
 on keyboard shortcuts, but that sort of use will never be feasible for 
 many staff client users and scenarios.)

 As the Smashing Magazine article points out, the easiest way to 
 understand the situation is to simply imagine other software working 
 with fully-scrolling interfaces.  In this imaginary scenario, when you 
 are using a word processor, a spreadsheet application, or even a 
 browser itself, all of your menus, toolbars, tabs, etc., would simply 
 scroll off the screen as soon as you tried to scroll down to see 
 additional content.  It’s likely that some ancient desktop software 
 did exactly that, but if they did, they are now extinct, and not 
 without good reason.

 Another valid concern sometimes raised is the effect a rich, fixed 
 interface might have on a small screen appliance, like a phone.  This 
 topic should be addressed, but I believe it is best kept separate from 
 the problems at hand, which are already large enough.  My personal 
 stance would be that a full, first-class staff client interface on a 
 small screen device is not a realistic concern for a community of our 
 size, needs, and capabilities.  Our bar for using the full client on 
 phones should be “not impossible”, and then we can re-dedicate a 
 portion of our energy to creating limited, purpose-built interfaces 
 for functions of known value on small devices (e.g. inventory 
 scanning), and which are also likely to best include some fixed top 
 and/or bottom elements.

 I also want to emphasize that none if this is meant to disparage the 
 work which has been done so far.  It is much harder to make something 
 out of nothing than to take something and make it better.  I also 
 acknowledge that, while I have spent large amounts of time studying 
 the web client, I have found zero time to contribute to the actual web 
 client code.  That said, if we can help establish consensus around 
 where we want to end up, I know I would feel more comfortable jumping 
 in, and I suspect others might as well.

 Sincerely,

 Dan

 Daniel Wells

 Library 

Re: [OPEN-ILS-GENERAL] Web Client Design - Fixed Page Elements?

[McCanna, Terran]

What if, when viewed at smaller than a certain size, it not only shrank down 
the menu but also simplified it so that it looked more like a narrow bar on an 
app? Just high enough to be usable on small touch-screen tablets or notepads 
with Home and Back buttons (or Cancel and Save buttons on screens that are 
being edited, or an Edit button on screens that can be edited), and a Menu 
button that gives a dropdown list of the other options? It could be that 
simple, or perhaps have one or two other context-sensitive buttons appear on 
certain screens. 

I wouldn't ever expect the client to be fully functional on a little smartphone 
screen (although access to certain pieces would be really useful in a pinch), 
but there are lots of scenarios where being able to use the majority of the 
functions on a small tablet would be wonderful. I've also worked with library 
staff who have poor vision and like their monitors to be set at extremely low 
resolutions, and this type of behavior would be good for them as well.

(I like Jason's color-coding of the Cancel vs Save buttons as an additional 
visual cue, too.)


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


- Original Message -
From: Jason A Boyer jbo...@library.in.gov
To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org
Sent: Monday, July 13, 2015 8:23:07 AM
Subject: Re: [OPEN-ILS-GENERAL] Web Client Design - Fixed Page Elements?

I like this idea a lot, and I have a thought on how to avoid wasting a lot of 
vertical space while doing it. I don't know how complex it would be since I 
haven't looked at the angular code much, but if the save/cancel options could 
take the place of the Check Out, Items Out, etc. options at the top that 
wouldn't require any additional space. It would also make it clear that you've 
chosen to edit this record and to move on to something else you need to either 
choose to save it or abandon your changes. I would even go so far as to say 
that I'd like to adopt the Android and iOS convention that the data-loss 
(Cancel in this case) option be red while the Save option be blue like the 
other interface elements. It's something I could see used in several places 
(and possibly make the angular-ization of any interface that doesn't follow 
this convention more desirable, possibly getting more hands involved, etc.)

Jason

--
Jason Boyer
Indiana State Library
http://library.in.gov/

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Dan 
Wells
Sent: Friday, July 10, 2015 3:14 PM
To: 'open-ils-general'
Subject: [OPEN-ILS-GENERAL] Web Client Design - Fixed Page Elements?

Hello all,

This came up in Kathy's recent thread asking about the patron editor, and 
rather than hijack that thread, I'd like to broaden the conversation a little, 
because the same usability issues will affect many areas of the staff client.

To cut straight to the point, I strongly believe that using fixed position for 
large portions of the staff client interface will have a major positive effect 
on usability.  This has been applied and proven in desktop applications for 
decades, and is now being rediscovered within the browser environment as web 
pages become applications.  There is plenty of evidence out there to support 
this stance, but here is a quick read which highlights the point well: 
http://www.smashingmagazine.com/2012/09/11/sticky-menus-are-quicker-to-navigate/

If we consider the mockups from our design internship a few months back, in the 
screenshot Kathy referenced, the entire top area (and, in this case, the right 
sidebar) would ideally be fixed position.  The only scrolling area should be 
the actual form.  For any who attended my talk on design at the conference, 
this is exactly the concern of rule of thumb #3: Scroll the data, not the 
interface, with data broadly including all information and workspaces which 
are not the program.  (Here is Kathy's screenshot link again for reference: 
http://media.tumblr.com/69beec7802a938b889bdfa80c7e0d54b/tumblr_inline_nkn0okinXl1t572gy.png
 )

The main complaint driven at fixed screen elements is that they take up too 
much space.  They do take up space, obviously, but with the amount of use these 
elements get on a moment by moment basis, the space is well worth taking.  In 
cases where more workspace is truly of benefit, we are better off using fixed 
position with a hide option (auto or manual) than we would be with using 
scroll, as we can retain the clear benefits of persistent availability and 
predictability.  (Expert users might also choose to do without some toolbars 
and rely on keyboard shortcuts, but that sort of use will never be feasible for 
many staff client users and scenarios.)

As the Smashing Magazine article points out, the easiest way to understand the 
situation is to simply imagine 

Re: [OPEN-ILS-GENERAL] Hours of library open / close

[McCanna, Terran]

Thank you, Rogan!


Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmcca...@georgialibraries.org 
- Original Message -
From: Rogan Hamby rogan.ha...@yclibrary.net
To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org
Sent: Tuesday, July 14, 2015 4:07:00 PM
Subject: Re: [OPEN-ILS-GENERAL] Hours of library open / close

I'll enter it as a wishlist but reference the existing wishlist item.

On Tue, Jul 14, 2015 at 3:50 PM, Walz, Jennifer jlw...@asbury.edu wrote:

 All -

  Thanks for the insights on this.   I figured this was the case.I have
 no programing skills and don't know people who do for Evergreen.

  How do I submit the bug / feature / wish list thing? Maybe some kind
 person would do that for me on behalf of others who would like the same
 features?

 Thanks!

 Jennifer
 --
 Jennifer Walz, MLS - Head of ILS Mysteries
 Kinlaw Library -  Asbury University
 One Macklem Drive, Wilmore, KY 40390
 859-858-3511 ext. 2269
 jlw...@asbury.edu

 -Original Message-
 From: Open-ils-general [mailto:
 open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Ben Shum
 Sent: Monday, July 13, 2015 7:20 PM
 To: Evergreen Discussion Group
 Subject: Re: [OPEN-ILS-GENERAL] Hours of library open / close

 Hi Jennifer,

 I've often wondered about this myself since some of our libraries also
 have periodic shifts to summer hours, or even renovation hours of
 service as they go through lifecycles.  So yes, it seems like your idea
 might prove to be a helpful one to even public libraries, not just academic
 libraries.

 I can't commit to anything new at this time, but maybe you or others might
 find this to be a worthy contender for feature development in future
 Evergreen releases.  Certainly sounds like a good wishlist idea anyways.

 -- Ben

 On Mon, Jul 13, 2015 at 4:51 PM, Walz, Jennifer jlw...@asbury.edu wrote:
  All –
 
 
 
We are an academic library and the library hours change from “during
  the semester” to “summer” to “holiday” hours.
 
 
 
Is there any way to have several Org unit calendars where we can switch
  easily between these things? Our general open / close times are
 during
  the semester and that does cover most of the year, but the other set
  times it would be nice to have a block calendar change for the whole org
 unit.
 
 
 
  Any ideas?  Thoughts?
 
 
 
  Thanks!
 
 
 
  Jennifer
 
  --
  Jennifer Walz, MLS - Head of ILS changes Kinlaw Library -  Asbury
  University One Macklem Drive, Wilmore, KY 40390
  859-858-3511 ext. 2269
  jlw...@asbury.edu
 
 



 --
 Benjamin Shum
 Evergreen Systems Manager
 Bibliomation, Inc.
 24 Wooster Ave.
 Waterbury, CT 06708
 203-577-4070, ext. 113




-- 

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 http://www.goodreads.com/author/show/1069006.C_S_Lewis

Re: [OPEN-ILS-GENERAL] Hours of library open / close

[McCanna, Terran]

We have a number of libraries that have unusual operating hour patterns that 
the current system doesn't accommodate. Some have seasonal differences, some 
are open every other Saturday, some are on a skeleton crew so are open some 
days in two shifts (4 hours in the morning, for hours in the evening, but 
closed for a couple of hours in the middle type of thing). 

On a related topic, if the operating hours were not part of the org unit 
settings, but were in a different area that we could allow the libraries to 
update (perhaps in the library settings editor, or in a different area 
entirely), it would be a lot easier to keep up to date.

Now that the library pages with the hours and contact info are available, it 
would be really nice to at least have a notes field where we could add notes 
specific to a particular library's hours. It would also be nice for it to 
display upcoming scheduled closures from the Closed Dates Editor. 


Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmcca...@georgialibraries.org 
- Original Message -
From: Ben Shum bs...@biblio.org
To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org
Sent: Monday, July 13, 2015 7:19:57 PM
Subject: Re: [OPEN-ILS-GENERAL] Hours of library open / close

Hi Jennifer,

I've often wondered about this myself since some of our libraries also
have periodic shifts to summer hours, or even renovation hours of
service as they go through lifecycles.  So yes, it seems like your
idea might prove to be a helpful one to even public libraries, not
just academic libraries.

I can't commit to anything new at this time, but maybe you or others
might find this to be a worthy contender for feature development in
future Evergreen releases.  Certainly sounds like a good wishlist idea
anyways.

-- Ben

On Mon, Jul 13, 2015 at 4:51 PM, Walz, Jennifer jlw...@asbury.edu wrote:
 All –



   We are an academic library and the library hours change from “during the
 semester” to “summer” to “holiday” hours.



   Is there any way to have several Org unit calendars where we can switch
 easily between these things? Our general open / close times are during
 the semester and that does cover most of the year, but the other set times
 it would be nice to have a block calendar change for the whole org unit.



 Any ideas?  Thoughts?



 Thanks!



 Jennifer

 --
 Jennifer Walz, MLS - Head of ILS changes
 Kinlaw Library -  Asbury University
 One Macklem Drive, Wilmore, KY 40390
 859-858-3511 ext. 2269
 jlw...@asbury.edu





-- 
Benjamin Shum
Evergreen Systems Manager
Bibliomation, Inc.
24 Wooster Ave.
Waterbury, CT 06708
203-577-4070, ext. 113

Re: [OPEN-ILS-GENERAL] Feedback requested on patron editor in web client

[McCanna, Terran]

Thanks Kathy!

The only thing I would add to my earlier comments is that if the floating box 
stays, it should float on top of everything else, and not run behind.


Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmcca...@georgialibraries.org 
- Original Message -
From: Kathy Lussier kluss...@masslnc.org
To: open-ils-general@list.georgialibraries.org
Sent: Thursday, July 9, 2015 4:38:43 PM
Subject: Re: [OPEN-ILS-GENERAL] Feedback requested on patron editor in web 
client

Sorry folks! I made the screencast public so that you all can actually 
view it.

Kathy

On 07/09/2015 04:26 PM, McCanna, Terran wrote:
 Hi Kathy,

 I'm unable to open your Google link (permission error), but I got a peek at 
 Bill's work a month or so ago and it looked great and it responded very 
 quickly. I know he's made some changes since I saw it last, though, so my 
 comments are based on memory.

 1) In my experience, very few people ever use the view required, suggested or 
 all fields links, and for those people that do, I think having those options 
 at the top would be appropriate.

 2) I don't mind the floating Save and Save/Clone buttons except when they 
 overlap other page elements. I also wouldn't mind having them at the bottom 
 of the form - I understand the point about keeping scrolling to a minimum, 
 but I also like the idea of encouraging staff to review the entire form for 
 errors/incomplete information each time it is updated. I wouldn't want the 
 buttons at the top unless they stuck on screen when the screen was scrolled 
 down. This would be a different approach from any of the other screens, but 
 the floating box is already a different approach than the other screens.

 Also - what about the alerts that appear under the Save button if there are 
 matching patron names/addresses? Those tend to overlap on a small resolution 
 monitor in the current client too (not sure if Bill was able to find a better 
 way to display those already).


 Terran McCanna
 PINES Program Manager
 Georgia Public Library Service
 1800 Century Place, Suite 150
 Atlanta, GA 30345
 404-235-7138
 tmcca...@georgialibraries.org
 - Original Message -
 From: Kathy Lussier kluss...@masslnc.org
 To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org
 Sent: Thursday, July 9, 2015 4:00:44 PM
 Subject: [OPEN-ILS-GENERAL] Feedback requested on patron editor in web client

 Hi all,

 MassLNC has been working with Bill Erickson on a project to move the
 patron editor to AngularJS. As with the other pieces of the web client
 project, we are looking at maintaining feature parity with the old client.

 Bill has begun the work and has created a semi-functional wireframe to
 demonstrate the layout of the form. The wireframe brings up one area
 where an element that worked well in the xul client may not work so well
 in the web client.

 In the xul client, we have a floating box to the right of the form where
 the Save and Save  Clone buttons are available as well as the options
 to show required, suggested or all fields. The floating box follows you
 along as you scroll up and down the form so that the Save buttons are
 always in easy reach.

 The same thing happens in the new Angularized editor, but I'm not sure
 it works as well in the web client. I think it might be a good time to
 consider whether the way we handled this in the old client is the way we
 should handle it in the web client or if there are other ways we might
 be able to provide these options.

 I have a screencast showing the current version of the new patron
 editor.
 https://drive.google.com/file/d/0B74gDMUDwDXqM3NjbTZfRjY3RW8/view?usp=drivesdk

 At a typical screen resolution, the box with the save options travels
 with you without much trouble, although it does get a little awkward
 when you're scrolling over the separators with the green background. If
 you reduce the screen resolution, we do see a problem where the Save
 area overlaps with the input boxes. I don't know how much of a problem
 this will be since it seems to work fine at resolutions used by
 desktops, laptops, and tablets. However, it could be problematic at
 resolutions used on phones.

 I have a couple of questions:

 1. Although I strongly believe the Save and the Save  Clone buttons
 should be in easy reach of the user at any location in the patron
 registration form, I'm not so sure that the options to view required,
 suggested or all fields needs to be there. What do you all think? Are
 those options that you are likely to click when you are at different
 places in the form? Or is it something you set as soon as you load the
 form? If it's the latter, I think the top of the patron registration
 form might be a nice location for them.

 2. Is the floating box the best location for the Save and Save  Clone
 buttons or is there some other way we can keep these options in easy
 reach. When

Re: [OPEN-ILS-GENERAL] Feedback requested on patron editor in web client

[McCanna, Terran]

Hi Kathy, 

I'm unable to open your Google link (permission error), but I got a peek at 
Bill's work a month or so ago and it looked great and it responded very 
quickly. I know he's made some changes since I saw it last, though, so my 
comments are based on memory.

1) In my experience, very few people ever use the view required, suggested or 
all fields links, and for those people that do, I think having those options at 
the top would be appropriate.

2) I don't mind the floating Save and Save/Clone buttons except when they 
overlap other page elements. I also wouldn't mind having them at the bottom of 
the form - I understand the point about keeping scrolling to a minimum, but I 
also like the idea of encouraging staff to review the entire form for 
errors/incomplete information each time it is updated. I wouldn't want the 
buttons at the top unless they stuck on screen when the screen was scrolled 
down. This would be a different approach from any of the other screens, but the 
floating box is already a different approach than the other screens. 

Also - what about the alerts that appear under the Save button if there are 
matching patron names/addresses? Those tend to overlap on a small resolution 
monitor in the current client too (not sure if Bill was able to find a better 
way to display those already). 


Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmcca...@georgialibraries.org 
- Original Message -
From: Kathy Lussier kluss...@masslnc.org
To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org
Sent: Thursday, July 9, 2015 4:00:44 PM
Subject: [OPEN-ILS-GENERAL] Feedback requested on patron editor in web client

Hi all,

MassLNC has been working with Bill Erickson on a project to move the 
patron editor to AngularJS. As with the other pieces of the web client 
project, we are looking at maintaining feature parity with the old client.

Bill has begun the work and has created a semi-functional wireframe to 
demonstrate the layout of the form. The wireframe brings up one area 
where an element that worked well in the xul client may not work so well 
in the web client.

In the xul client, we have a floating box to the right of the form where 
the Save and Save  Clone buttons are available as well as the options 
to show required, suggested or all fields. The floating box follows you 
along as you scroll up and down the form so that the Save buttons are 
always in easy reach.

The same thing happens in the new Angularized editor, but I'm not sure 
it works as well in the web client. I think it might be a good time to 
consider whether the way we handled this in the old client is the way we 
should handle it in the web client or if there are other ways we might 
be able to provide these options.

I have a screencast showing the current version of the new patron 
editor. 
https://drive.google.com/file/d/0B74gDMUDwDXqM3NjbTZfRjY3RW8/view?usp=drivesdk

At a typical screen resolution, the box with the save options travels 
with you without much trouble, although it does get a little awkward 
when you're scrolling over the separators with the green background. If 
you reduce the screen resolution, we do see a problem where the Save 
area overlaps with the input boxes. I don't know how much of a problem 
this will be since it seems to work fine at resolutions used by 
desktops, laptops, and tablets. However, it could be problematic at 
resolutions used on phones.

I have a couple of questions:

1. Although I strongly believe the Save and the Save  Clone buttons 
should be in easy reach of the user at any location in the patron 
registration form, I'm not so sure that the options to view required, 
suggested or all fields needs to be there. What do you all think? Are 
those options that you are likely to click when you are at different 
places in the form? Or is it something you set as soon as you load the 
form? If it's the latter, I think the top of the patron registration 
form might be a nice location for them.

2. Is the floating box the best location for the Save and Save  Clone 
buttons or is there some other way we can keep these options in easy 
reach. When we first started working on this project, I looked at the 
mockup Julia Lima worked on for the Evergreen UI Style Guide project as 
a reference. 
http://media.tumblr.com/69beec7802a938b889bdfa80c7e0d54b/tumblr_inline_nkn0okinXl1t572gy.png

She had placed the Save button along the top bar, but I could only see 
that working if the top navigation bar in the web client stuck to the 
top of the screen. We could certainly place the Save buttons at both the 
top and bottom of the screens, but the form is long enough that I could 
see cases where you would be in the middle of the form when you hit your 
save point.

Any ideas on how we might be able to offer easy access to these Save 
options in a different way?

Thanks in advance!
Kathy

Re: [OPEN-ILS-GENERAL] Patron guides to the OPAC

[McCanna, Terran]

It's on my to-do list to re-do all of our patron help pages this summer, so 
thank you for the links!


Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmcca...@georgialibraries.org 
- Original Message -
From: James Keenan jkee...@cwmars.org
To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org
Sent: Friday, June 26, 2015 12:54:49 PM
Subject: Re: [OPEN-ILS-GENERAL] Patron guides to the OPAC

Hi Jennifer,

We've made quite a few patron help documents. You can see them here: 
http://www.cwmars.org/content/using-online-catalog

Here's a list of everything currently available on http://www.cwmars.org .

Searching the Online Catalog
The Online Catalog: The Basic Search Screen
The Online Catalog: Basic Search Tips
Basic Search Tips cheat sheet (PDF - Right Click to Save)
All About Basic Search in the Catalog (PDF - Right Click to Save)
What do I do if there are no results for my search?
What does sort by relevance mean?
Troubleshooting the Stay logged in feature of the catalog

Browsing the Online Catalog
How to Browse the Catalog
 
Holds
How to Place Holds
Suspending, Activating, and Cancelling Holds
Advanced Hold Options
Group Formats and Editions

Renewing Materials
Renewing Materials through the online catalog
 
Your Online Account
How do I get an Online Account?
Logging in to Your Account
Forgot your password?
The My Account page
Account Preferences -- Personal Information
Account Preferences -- Notification Preferences
Account Preferences -- Search  History
My Account (PDF document - Right Click to Save)
What if I can't get into My Account?
Why Don't I Get Email Notices?

The My Lists Page
The My Lists Page
Creating a List
Seeing Your List in the Catalog
Setting a Default List
Adding to an Existing List
The Temporary List
Moving Items from a Temporary List
Actions for Items on Your Lists
Sorting Items on Your Lists
Adding a Note to a List Item
Deleting an item from a list
Deleting a List
Downloading a CSV file
Sharing Your List

SMS Messaging
Sending yourself a text message from the online catalog

Jim

Jim Keenan
Library Applications Supervisor
jkee...@cwmars.org
508-755-3323 x23
 
C/W MARS
67 Millbrook St., Suite 201
Worcester, MA 01606

   Save a tree! Please don't print this e-mail unless it's really necessary.
Currently reading Becoming Queen Victoria  by Kate Williams.


-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Walz, 
Jennifer
Sent: Friday, June 26, 2015 11:37 AM
To: Evergreen Discussion Group
Subject: [OPEN-ILS-GENERAL] Patron guides to the OPAC

All -

 Before I try searching the vast web and coming up empty, I was wondering if 
anyone has created OPAC user guides for  Evergreen for your location?   It 
would be great to look at some examples before I plunge into creating my own 
from scratch. We have one for our former online catalog if you want to see 
what I am talking about:  
https://drive.google.com/file/d/0By-INd8BEwy-S010d3I5Zl9wTU0/view?usp=sharing  

  I'd be grateful if there were others to look at. Anyone have specific 
guides for the my account feature?   

Thanks so much!

Jennifer
--
Jennifer Walz, MLS - Head of Research  Distance Services Kinlaw Library -  
Asbury University One Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269
jlw...@asbury.edu

Re: [OPEN-ILS-GENERAL] SQL Library

[McCanna, Terran]

I'm sure we could come up with some reports to add too, if it's something that 
people would find useful.


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


- Original Message -
From: Geoff Sams gs...@roanoketexas.com
To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org
Sent: Friday, June 12, 2015 10:22:27 AM
Subject: Re: [OPEN-ILS-GENERAL] SQL Library

I might be willing to add some stuff to that myself, though I don’t know that I 
have many SQL queries to contribute, I might have some reports to contribute.

Thanks,
Geoff Sams
Library Manager
Roanoke Public Library

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Kathy 
Lussier
Sent: Friday, June 12, 2015 6:10 AM
To: open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] SQL Library

Hi Don,

A few years ago, the Reports Interest Group created a wiki page for people to 
share SQL reports and one to share sample templates that would be available in 
the reporter. Both pages are accessible from 
http://wiki.evergreen-ils.org/doku.php?id=evergreen-reports.

However, it looks like it didn't gain much traction since there are only a 
handful of reports listed there.

Kathy
On 06/12/2015 06:16 AM, Donald Butterworth wrote:
Colleagues,

At a conference I've been attending this week I learned about Koha's SQL 
Reports Libraryhttp://wiki.koha-community.org/wiki/SQL_Reports_Library.

Does Evergreen have something similar?  If not, do you think it would be a good 
idea to create one?

Don

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



--

Kathy Lussier

Project Coordinator

Massachusetts Library Network Cooperative

(508) 343-0128

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

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

Re: [OPEN-ILS-GENERAL] Bills Current Receipt Template and Total Owed

[McCanna, Terran]

Excellent, thanks Scott! I searched launchpad as well and didn't find that one. 
Our libraries will be happy to know about these macros that work on the 
bills_current receipt. 

I'd still love to see one that could pull in the total owed on the items_out 
receipt (like %balance_owed% does on the checkout receipt) so that when someone 
asks for the status of their account we could give them the list of items they 
still have out plus their current bills all in one receipt, but I haven't found 
a way to do that yet. If anyone knows if there is a way, I'd be really happy to 
hear it. 


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

- Original Message -
From: Scott Thomas sc...@albright.org
To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org
Cc: SPARKatLCLSSupport sparkatlclssupp...@albright.org
Sent: Thursday, June 11, 2015 9:31:07 AM
Subject: Re: [OPEN-ILS-GENERAL] Bills Current Receipt Template and Total Owed

Hi Terran,
   I started to add the bug in Launchpad and this came up so it looks like we 
are not the first to run across it:

https://bugs.launchpad.net/evergreen/+bug/821640

It didn't come up the first time I searched Launchpad.

Thank you,
Scott


-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
McCanna, Terran
Sent: Wednesday, June 10, 2015 4:34 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Bills Current Receipt Template and Total Owed

Hi Scott,

There is a %balance_owed% macro that works on the 'checkout' receipt, but it 
does not work on the 'items_out' receipt. 

It sounds like that would be a good bug to add to launchpad!


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


- Original Message -
From: Scott Thomas sc...@albright.org
To: open-ils-general@list.georgialibraries.org
Sent: Wednesday, June 10, 2015 3:56:12 PM
Subject: [OPEN-ILS-GENERAL] Bills Current Receipt Template and Total Owed

Hi,
   We are at 2.6.3. Patrons often ask for a print-out of current bills that 
includes their overall balance. The Bills Current Receipt does have a 
%total_owed% macro, but, when we add it to the template, it gives the balance 
of the last bill listed on the receipt and not the balance of all bills on the 
receipt. I did check Launchpad and could not find this listed as a bug. What am 
I missing?

Thank you,
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.orgmailto:sc...@albright.org

Re: [OPEN-ILS-GENERAL] Bills Current Receipt Template and Total Owed

[McCanna, Terran]

Hi Scott,

There is a %balance_owed% macro that works on the 'checkout' receipt, but it 
does not work on the 'items_out' receipt. 

It sounds like that would be a good bug to add to launchpad!


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


- Original Message -
From: Scott Thomas sc...@albright.org
To: open-ils-general@list.georgialibraries.org
Sent: Wednesday, June 10, 2015 3:56:12 PM
Subject: [OPEN-ILS-GENERAL] Bills Current Receipt Template and Total Owed

Hi,
   We are at 2.6.3. Patrons often ask for a print-out of current bills that 
includes their overall balance. The Bills Current Receipt does have a 
%total_owed% macro, but, when we add it to the template, it gives the balance 
of the last bill listed on the receipt and not the balance of all bills on the 
receipt. I did check Launchpad and could not find this listed as a bug. What am 
I missing?

Thank you,
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.orgmailto:sc...@albright.org

Re: [OPEN-ILS-GENERAL] alert for once juvenile becomes adult

[McCanna, Terran]

I'm interested in this idea too - have fines entered your discussions? We have 
encountered patrons who had max fines as a juvenile, but their parents never 
paid the fines. We wouldn't want to automatically remove the parent's 
identifying info from the account in these cases since the parent is still 
responsible for those bad debts. Of course, we could probably just add an extra 
bit into the script to check for fines before updating all of that info - or 
maybe partially update, but add different info to the alert.


Terran McCanna
PINES Program Manager
Georgia Public Library Service
1800 Century Place, Suite 150
Atlanta, GA 30345
404-235-7138
tmcca...@georgialibraries.org
div Original message /divdivFrom: Justin Hopkins  
jus...@mobiusconsortium.org /divdivDate:06/10/2015  5:37 PM  (GMT-05:00) 
/divdivTo: Evergreen Discussion Group 
open-ils-general@list.georgialibraries.org /divdivSubject: Re: 
[OPEN-ILS-GENERAL] alert for once juvenile becomes adult /divdiv
/divBlake is going to put something together, for our own use if nothing 
else. Hopefully it will be useful for others :)

Justin

On 6/10/15 4:24 PM, Holly Brennan wrote:

 Thanks, Justin! Your messages were filtered to my junk – sorry for the 
 late reply!

 I can look at the whole database, but only change things I’m familiar 
 with (and this is not one).

 -Holly

 *From:*Open-ils-general 
 [mailto:open-ils-general-boun...@list.georgialibraries.org] *On Behalf 
 Of *Justin Hopkins ??
 *Sent:* Wednesday, June 10, 2015 12:11 PM
 *To:* Evergreen Discussion Group
 *Subject:* Re: [OPEN-ILS-GENERAL] alert for once juvenile becomes adult

 I should clarify that my previous suggestion was based on my 
 recollection that you have access to the database and could set this up.

 Justin

 On 6/10/15 3:09 PM, Justin Hopkins  wrote:

 Holly,

 I think the simplest solution would be to run a script on a
 nightly cron that updated the database as necessary. Flip the
 Juvenile flag, change their profile, possibly remove the
 grouping/ident2_value, and add an alert. I thought we might be
 running something like that ourselves, but either I'm not finding
 it, or it's just something we'd also talked about doing but never did.

 Justin

 On 6/10/15 3:00 PM, Holly Brennan wrote:

 We’d like to be alerted when a patron who was marked as
 juvenile (the checkbox based on their birth date) is now over
 18. The goal would be to catch those now-adults and change
 their library card type from Juvenile to Adult, so they are
 now responsible for their library card rather than their
 parent. We would also enter their ID information, and remove
 the parent’s ID (typically their driver’s license).

 The staff notification could be just a alert message. We’d
 like to avoid having to look at an expired account and
 calculate whether that patron is now an adult, so please no
 solutions involving math. J

 We’ve run a report for patrons who have Juvenile accounts but
 are 18+, and there are hundreds. I’m guessing we’re on our own
 fixing these ones, but maybe there is a miracle out there for
 adding the alert to these accounts too?

 Thanks!

 Holly Brennan

 Library Technology Specialist

 Homer Public Library, Alaska

 hbren...@cityofhomer-ak.gov mailto:hbren...@cityofhomer-ak.gov

 907-235-3180 (main)

 907-435-3154 (direct)

Re: [OPEN-ILS-GENERAL] patron registration

[McCanna, Terran]

Hi Holly,

We added some basic agreement text to our online form 
(https://gapines.org/eg/opac/register) but we don't capture online signatures. 
Each member of the PINES consortium has their own document management policies. 
Some of the library systems print out the patron account information page after 
it is completed and ask the patron to sign it (it doesn't print out nicely, so 
this isn't a great solution, but hopefully once the web client version is 
available we'll be able to customize it easier to make it nicely printable). 
Some other libraries print out that page and attach it to one of their old 
paper forms and have them sign it, I think some might have a small signature 
card they might keep on file, and some don't print out anything at all and just 
rely on the system. 

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


- Original Message -
From: Holly Brennan haderh...@ci.homer.ak.us
To: Evergreen Discussion Group (open-ils-general@list.georgialibraries.org) 
open-ils-general@list.georgialibraries.org
Sent: Friday, May 29, 2015 2:57:05 PM
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.gov
907-235-3180 (main)
907-435-3154 (direct)

Re: [OPEN-ILS-GENERAL] patron registration

[McCanna, Terran]

I know some of our libraries have pulled out old forms before, particularly 
when someone has claimed to have had their identity stolen or that someone else 
has the same name and birth date (which is even true sometimes!) However, even 
the libraries that keep the original forms with signatures usually only keep 
them for 3 years, so it has limited usefulness.


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

Re: [OPEN-ILS-GENERAL] patron registration

[McCanna, Terran]

Some of our libraries use collection agencies and some don't, but as far as I 
know, I don't think the signature form is a requirement for those that do use 
them.


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

Re: [OPEN-ILS-GENERAL] Conference Transportation

[McCanna, Terran]

There's also Evergreen State College up in Olympia - we ought to convince them 
to switch to the Evergreen ILS! 

http://evergreen.edu/


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


- Original Message -
From: Buzzy Nielsen bu...@hoodriverlibrary.org
To: open-ils-general@list.georgialibraries.org
Sent: Tuesday, May 26, 2015 2:22:41 PM
Subject: Re: [OPEN-ILS-GENERAL] Conference Transportation

Ha, nice! I forgot about them. I will say, however, that I'm not sure we want 
to be associated with that particular airline. 

http://www.oregonlive.com/business/index.ssf/2013/03/oregon_justice_dept_examines_w.html
 

It is a cool air museum, by the way, if anyone comes back this way. We've got a 
pretty decent one in Hood River, too. 

http://waaamuseum.org/ 

Cheers! 
Buzzy 

 
Library Director 
Hood River County Library District 
502 State Street 
Hood River, Oregon 97031 
541-387-7062 
http://hoodriverlibrary.org 

On 05/26/2015 10:58 AM, Jeff Klapes wrote: 


After the conference (which was great, by the way) my partner and I spent a 
week enjoying Oregon's beautiful scenery. 
I'm sure the Oregonians are already aware of this, but we came across this 
plane at one of the air museums. I didn't realize the open-source community 
owned a 747! Perhaps for next year's conference, Buzzy could arrange an air 
charter? :-) 

Cheers, 

-- 
Jeff Klapes kla...@noblenet.org Head of Reference Services 781-246-6334 x6565
Lucius Beebe Memorial Library, 345 Main St, Wakefield, MA 01880
Where Wakefield Connects  www.wakefieldlibrary.org 
___
I'm currently reading Karpathia by Mathias Menegoz and Six and a half sins 
by Colin Cotterill 

Re: [OPEN-ILS-GENERAL] presentations

[McCanna, Terran]

Your book carousel is awesome, Blake! Thanks for sharing.



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


div Original message /divdivFrom: Blake Henderson 
bl...@mobiusconsortium.org /divdivDate:05/18/2015  7:06 AM  (GMT-08:00) 
/divdivTo: open-ils-general@list.georgialibraries.org /divdivSubject: 
Re: [OPEN-ILS-GENERAL] presentations /divdiv
/div
Book carousel lightening talk
http://slides.mobiusconsortium.org/blake/bookcarousel

Catalog: What a mess!
http://slides.mobiusconsortium.org/blake/evergreencatclean


-Blake-
Conducting Magic
MOBIUS
573-234-4513
877-312-3517

On 5/15/2015 6:23 PM, Rogan Hamby wrote:
 In the interest of sharing presentations (that weren't done before the 
 conference):

 http://www.slideshare.net/roganhamby/welcome-to-the-community

 and

 http://www.slideshare.net/roganhamby/adding-data-sources-to-the-reporter

 There were quite a few from other folks that I wasn't able to attend 
 so I hope everyone sends out their presentations!

 -- 

 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 http://www.goodreads.com/author/show/1069006.C_S_Lewis

[OPEN-ILS-GENERAL] General Shout Out

[McCanna, Terran]

Taking the opportunity to give a general shout-out to all of the conference 
organizers and presenters, plus to Galen for helping me with my git 
permissions!!!

+1 to all!

It's been a really great conference so far, and I'm already looking forward to 
next year.


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

Re: [OPEN-ILS-GENERAL] Bug Squashing Day

[McCanna, Terran]

I'm heading out of town due to a family illness. I do have a few little things 
I want to submit, but I won't have time before then. 



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


div Original message /divdivFrom: Kathy Lussier 
kluss...@masslnc.org /divdivDate:02/25/2015  1:57 PM  (GMT-05:00) 
/divdivTo: open-ils-general@list.georgialibraries.org /divdivSubject: 
Re: [OPEN-ILS-GENERAL] Bug Squashing Day /divdiv
/divHi 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

Re: [OPEN-ILS-GENERAL] [Evergreen-catalogers] Audience filter excluding blank again

[McCanna, Terran]

Thanks Mike, I've created a new bug report for it:

https://bugs.launchpad.net/evergreen/+bug/1414112


Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmcca...@georgialibraries.org 
- Original Message -
From: Mike Rylander mrylan...@gmail.com
To: Evergreen Community Catalogers 
evergreen-catalog...@list.evergreen-ils.org
Cc: Evergreen Discussion Group open-ils-general@list.georgialibraries.org
Sent: Thursday, January 22, 2015 1:23:32 PM
Subject: Re: [Evergreen-catalogers] Audience filter excluding blank again

Elaine, 

A new bug would be better in this case, as the underlying code that handles 
audience changed with the 2.6-era record attribute functionality. 

Thanks! 


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


On Thu, Jan 22, 2015 at 8:38 AM, Hardy, Elaine  eha...@georgialibraries.org  
wrote: 





The audience filter for adult is excluding blank again. There is an existing 
bug https://bugs.launchpad.net/evergreen/+bug/760890 from 2011 that is marked 
incomplete; however it was fixed in earlier versions. We are unsure whether the 
best course would be to add to the existing bug or open a new one. Since this 
is a pretty serious search issue, we don’t want it to get lost either way. 



To illustrate: our test server is still on 2.5 and an author search for weber, 
david filtered by adult is successful. See 
http://test.gapines.org/eg/opac/results?bool=andqtype=keywordcontains=containsquery=bool=andqtype=titlecontains=containsquery=bool=andqtype=authorcontains=containsquery=weber%2C+david_adv=1fi%3Aaudience=+%2Ce%2Cf%2Cglocg=1pubdate=isdate1=date2=sort
 = 





The same search on our live server (running 2.7.2) retrieves only 7 titles, all 
Audn code g: 



http://gapines.org/eg/opac/results?bool=andqtype=keywordcontains=containsquery=bool=andqtype=titlecontains=containsquery=bool=andqtype=authorcontains=containsquery=weber%2C+davidfi%3Aaudience=+%2Ce%2Cf%2Cglocg=1pubdate=isdate1=date2=sort=_adv=1
 



We have altered the adult filter to include blank, e,f,g. Testing on another 
test server running 2.7.2 using a filter with just blank has the same results 
as live. 



I also checked NC Cardinal’s catalog which is running 2.6, I believe. An 
unfiltered author search for weber, David retrieved 211 titles. A filtered 
search (linked below) retrieved 10, so the problem came back in 2.6: 



https://mauney.nccardinal.org/eg/opac/results?bool=andqtype=keywordcontains=containsquery=bool=andqtype=titlecontains=containsquery=bool=andqtype=authorcontains=containsquery=weber%2C+david_adv=1fi%3Aaudience=elocg=1pubdate=isdate1=date2=sort
 = 



Would bug wranglers rather us open a new ticket or add to the existing one? 






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 




___ 
Evergreen-catalogers mailing list 
evergreen-catalog...@list.evergreen-ils.org 
http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-catalogers 



___
Evergreen-catalogers mailing list
evergreen-catalog...@list.evergreen-ils.org
http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-catalogers

Re: [OPEN-ILS-GENERAL] Results list of the Call Number (Shelf Browse) list

[McCanna, Terran]

 in this feature set?

On Tue, Jan 20, 2015 at 12:10 PM, 
gislaine.hame...@statcan.gc.camailto:gislaine.hame...@statcan.gc.ca wrote:
I too would like to see a real shelf list in Evergreen.


Gislaine Hamelin
Intergrated Library Systems Coordinator | Coordonnatrice du système integrée de 
la bibliotheque
Library Services | Services bibliothèque
R.H. Coats Building | Immeuble R.-H.-Coats / Floor | Étage 2 Q
Statistics Canada | 100 Tunney's Pasture Driveway, Ottawa ON K1A 0T6
Statistique Canada | 100, promenade Tunney's Pasture, Ottawa ON K1A 0T6
gislaine.hame...@statcan.gc.camailto:gislaine.hame...@statcan.gc.ca
Telephone | Téléphone 613-762-5443tel:613-762-5443
Facsimile | Télécopieur 613-951-0939tel:613-951-0939
Government of Canada | Gouvernement du Canada



-Message d'origine-
De : 
open-ils-general-boun...@list.georgialibraries.orgmailto:open-ils-general-boun...@list.georgialibraries.org
 
[mailto:open-ils-general-boun...@list.georgialibraries.orgmailto:open-ils-general-boun...@list.georgialibraries.org]
 De la part de McCanna, Terran
Envoyé : January-15-15 10:46 AM
À : Evergreen Discussion Group
Objet : Re: [OPEN-ILS-GENERAL] Results list of the Call Number (Shelf Browse) 
list

I like having multiple ways to look at the same info, so a list view would be a 
great addition.

What I'd REALLY like is a single-row horizontal widget that you can scroll back 
and forth so it shows the books in question as if they were lined up on an 
actual shelf.




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



--

Rogan Hamby, MLS, CCNP, MIA
Managers Headquarters Library and Reference Services,
York County Library System

“You can never get a cup of tea large enough or a book long enough to suit me.”
― C.S. Lewishttp://www.goodreads.com/author/show/1069006.C_S_Lewis

Re: [OPEN-ILS-GENERAL] Help for a tiny library?

[McCanna, Terran]

Regardless of whether it's feasible in a Windows VM environment or not, I 
really think that Evergreen is too complicated to set up and maintain for 
someone who doesn't have a strong skillset in system administration. A hosted 
ILS would be a better option, but a lot of tiny libraries can't afford that 
either.

Personally, if I were in Ben's position, I would investigate some of the 
library automation system offerings that are designed specifically for small 
libraries. Does anyone have any experience with Surpass? I haven't used it, but 
it looks like it was designed for tiny libraries (less than 5000 items) and has 
a standalone license option for running on a single non-networked PC: 
http://www.surpasssoftware.com/surpass-sl.html. 


Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmcca...@georgialibraries.org 
- Original Message -
From: Mark Ehle marke...@gmail.com
To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org
Sent: Sunday, January 18, 2015 11:26:53 AM
Subject: Re: [OPEN-ILS-GENERAL] Help for a tiny library?

We ran everything in VirtualBox for a long time. Is it the PC hardware you
object to? Or just VM's in general.

On Sun, Jan 18, 2015 at 11:24 AM, Mark Ehle marke...@gmail.com wrote:

 When you have quad-core PC's with 8gb of ram, the difference is not that
 much. I've run production VM's on my PC in a pinch and our staff never
 knew.

 What do you suggest Ben does?


 On Sun, Jan 18, 2015 at 11:12 AM, Rogan Hamby rogan.ha...@yclibrary.net
 wrote:

 Hi Mark,

 There is a big difference between running a production system on a
 desktop VM and playing with it.  Running Evergreen in Virtual Box is common
 for developers, documenters, etc

 And it's important for those who don't have a systems background that a
 VM in a server environment and throwing up a VM on a desktop with limited
 resources are very different things.

 On Sun, Jan 18, 2015 at 11:00 AM, Mark Ehle marke...@gmail.com wrote:

 Not at all dubious, Rogan. We run Sirsi Symphony as a VM and have been
 for years. We pretty much don't run our servers on anything else *but*
 VM's. It's just how things are done now. I've run Evergreen in Virtual Box
 (totally free) on my PC to play with it and it works just fine. Given a
 decent enough PC,mainly enough memory, I'm sure you could run Evergreen on
 a VM for a few clients for a small library.

 On Sun, Jan 18, 2015 at 10:49 AM, Rogan Hamby rogan.ha...@yclibrary.net
  wrote:

 Hi Ben,

 This was alluded to but to be clear, Evergreen isn't Windows software.
 Evergreen was built to run on Linux and is commonly run on Debian though I
 know it's used successfully on other distributions as well.  Honestly, as
 much as I love to spread the love of Evergreen from what I can infer from
 your post I don't think this would be the right direction for you.

 Running a production system on a VM is dubious though possible but then
 connecting clients, doing the configuration, etc... these are going to
 require a big investment of time and energy on the part of staff.




 On Sat, Jan 17, 2015 at 6:25 PM, Ben T. t.be...@gmail.com wrote:

 Hello All,

 I volunteer for a tiny library that is growing.  At this point we're
 looking for a way to manage our check-outs/returns some way more efficient
 than paper and pencil.  Evergreen seems like it could be a good solution
 for us, however we are not able to afford a server at this point nor a
 subscription (we basically have no money).  Is there any way (hopefully a
 simple one) to run Evergreen just on a single Windows (7) machine, keeping
 the catalog and patron information locally?

 Sincerely,
 Ben
 Librarian Volunteer
 Kendall Clawson Library

 p.s. I am decently tech savvy, but not VERY tech savvy.  I won't be
 able to do any major amount of coding on my own.




 --

 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 http://www.goodreads.com/author/show/1069006.C_S_Lewis





 --

 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 http://www.goodreads.com/author/show/1069006.C_S_Lewis

Re: [OPEN-ILS-GENERAL] Help for a tiny library?

[McCanna, Terran]

Ben,

Ouch, I didn't see Surpass's price tag. There's something called ResourceMate 
that has a Lite edition for $295, and another called PrimaSoft Small Library 
Organizer Pro for $245, both of which are designed for very small libraries to 
run on a single machine. Again, I haven't used either, but they might be worth 
investigating. Maybe you could do a bit of fundraising so you don't have to pay 
out of pocket?

Good luck!


Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmcca...@georgialibraries.org 
- Original Message -
From: Ben T. t.be...@gmail.com
To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org
Sent: Sunday, January 18, 2015 6:39:17 PM
Subject: Re: [OPEN-ILS-GENERAL] Help for a tiny library?

Thank you for all the responses.

Rogan, you inferences are generally correct.  I do not have much
experience.  I have worked with virtual machines before, and I use Ubuntu
on my personal computer, but I have never really been a sys admin.  As for
time, I do not have much time per week, but I have a soft deadline to make
something work by June.  So I possibly could set up a VM and make this
work.  However, our computer is shared with a bunch of volunteers at the
community center, many of whom are not very computer literate.  My
intuition tells me that a VM would not survive meddling from other folks.
So if a VM is the only available solution with Evergreen, I think I will
keep looking.

Terran, Surpass looks amazing, except for the ~$3000 price tag on it.
Anything purchased is likely coming out of my pocket at this point, and
there is no way I can afford that.

Yunus, Openbiblio also looks good, except it runs into the same server
problem that evergreen does.

So I think I'll keep looking for solutions.  Thanks, everyone.

On Sun, Jan 18, 2015 at 1:47 PM, Rogan Hamby rogan.ha...@yclibrary.net
wrote:

 It does still require Linux skills as it's a virtual machine whether he
 has that skill set or is willing to invest the time to learn it is a
 pre-requisite, something I wouldn't assume from the question.

 On Sun, Jan 18, 2015 at 12:12 PM, Mark Ehle marke...@gmail.com wrote:

 Ben did say he was decently tech savvy and asked for a way to run
 Evergreen on a pc. VirtualBox fits the bill.

 On Sun, Jan 18, 2015 at 12:08 PM, McCanna, Terran 
 tmcca...@georgialibraries.org wrote:

 Regardless of whether it's feasible in a Windows VM environment or not,
 I really think that Evergreen is too complicated to set up and maintain for
 someone who doesn't have a strong skillset in system administration. A
 hosted ILS would be a better option, but a lot of tiny libraries can't
 afford that either.

 Personally, if I were in Ben's position, I would investigate some of the
 library automation system offerings that are designed specifically for
 small libraries. Does anyone have any experience with Surpass? I haven't
 used it, but it looks like it was designed for tiny libraries (less than
 5000 items) and has a standalone license option for running on a single
 non-networked PC: http://www.surpasssoftware.com/surpass-sl.html.


 Terran McCanna
 PINES Program Manager
 Georgia Public Library Service
 1800 Century Place, Suite 150
 Atlanta, GA 30345
 404-235-7138
 tmcca...@georgialibraries.org
 - Original Message -
 From: Mark Ehle marke...@gmail.com
 To: Evergreen Discussion Group 
 open-ils-general@list.georgialibraries.org
 Sent: Sunday, January 18, 2015 11:26:53 AM
 Subject: Re: [OPEN-ILS-GENERAL] Help for a tiny library?

 We ran everything in VirtualBox for a long time. Is it the PC hardware
 you
 object to? Or just VM's in general.

 On Sun, Jan 18, 2015 at 11:24 AM, Mark Ehle marke...@gmail.com wrote:

  When you have quad-core PC's with 8gb of ram, the difference is not
 that
  much. I've run production VM's on my PC in a pinch and our staff never
  knew.
 
  What do you suggest Ben does?
 
 
  On Sun, Jan 18, 2015 at 11:12 AM, Rogan Hamby 
 rogan.ha...@yclibrary.net
  wrote:
 
  Hi Mark,
 
  There is a big difference between running a production system on a
  desktop VM and playing with it.  Running Evergreen in Virtual Box is
 common
  for developers, documenters, etc
 
  And it's important for those who don't have a systems background that
 a
  VM in a server environment and throwing up a VM on a desktop with
 limited
  resources are very different things.
 
  On Sun, Jan 18, 2015 at 11:00 AM, Mark Ehle marke...@gmail.com
 wrote:
 
  Not at all dubious, Rogan. We run Sirsi Symphony as a VM and have
 been
  for years. We pretty much don't run our servers on anything else
 *but*
  VM's. It's just how things are done now. I've run Evergreen in
 Virtual Box
  (totally free) on my PC to play with it and it works just fine.
 Given a
  decent enough PC,mainly enough memory, I'm sure you could run
 Evergreen on
  a VM for a few clients for a small library.
 
  On Sun, Jan 18, 2015 at 10:49

Re: [OPEN-ILS-GENERAL] Results list of the Call Number (Shelf Browse) list

[McCanna, Terran]

Yes! That's exactly the usage that patrons would love to see with the shelf 
browser (IMHO).

There are some third party widgets (LibraryThing makes one I believe) and 
various javascript tutorials to do pretty / visual things like this with static 
booklists. It would be cool to extend the idea to a shelf browser. 



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


div Original message /divdivFrom: Lazar, Alexey 
Vladimirovich alexey.la...@mnsu.edu /divdivDate:01/16/2015  2:40 PM  
(GMT-05:00) /divdivTo: Evergreen Discussion Group 
open-ils-general@list.georgialibraries.org /divdivSubject: Re: 
[OPEN-ILS-GENERAL] Results list of the Call  Number  (Shelf  Browse)  
  list /divdiv
/div
On 2015-01-15, at 09:45 , McCanna, Terran tmcca...@georgialibraries.org wrote:

 What I'd REALLY like is a single-row horizontal widget that you can scroll 
 back and forth so it shows the books in question as if they were lined up on 
 an actual shelf. 

Slightly different usage type, but TADL has something like that: 
http://catalog.tadl.org/. Theirs also happens to be the most user-friendly and 
inviting Evergreen catalog landing page out there, at least of the ones I’ve 
seen. KCLS also has something along those lines, but they are using 
BiblioCommons: http://kcls.bibliocommons.com/.

Aleksey Lazar
IS Developer and Integrator - PALS
http://www.mnpals.org/

Re: [OPEN-ILS-GENERAL] Results list of the Call Number (Shelf Browse) list

[McCanna, Terran]

I like having multiple ways to look at the same info, so a list view would be a 
great addition. 

What I'd REALLY like is a single-row horizontal widget that you can scroll back 
and forth so it shows the books in question as if they were lined up on an 
actual shelf. 




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

Re: [OPEN-ILS-GENERAL] Save the date: 2015 Evergreen Conference

[McCanna, Terran]

An excursion to the McMenamin's Edgefield would also be fabulous :D


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



- Original Message -
From: Mary Llewellyn mllew...@biblio.org
To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org
Sent: Monday, December 22, 2014 4:21:06 PM
Subject: Re: [OPEN-ILS-GENERAL] Save the date: 2015 Evergreen Conference

Great news, Buzzy! I was wondering if there's any way to organize a
excursion to St. Mary's Church in Hood River for Thursday, May 14 to attend
Mass for the Feast of the Ascension? Or at least, are there some other
Catholics who would like to share a cab with me that morning?

Looking forward to May!

Mary

Bibliomation, Inc.

On Mon, Dec 22, 2014 at 1:35 PM, Buzzy Nielsen bu...@hoodriverlibrary.org
wrote:

 Hi everyone,

 I know that everyone has been eagerly anticipating information about the
 2015 Evergreen Conference. The conference will be held on May 13-16, 2015,
 in beautiful Hood River, Oregon, USA, in the Columbia River Gorge.
 Registration and hotel information will be available by the end of this
 year. Stay tuned in early January for a call for program proposals, too!
 We're looking forward to seeing your great ideas for programs!

 While we of course will have plenty of fun at the conference itself, you
 might want to check out some of the other great things you can do while in
 the area. The Columbia River Gorge is a National Scenic Area, with plenty
 of hiking, biking, and watersports. Hood River is only 30 minutes away from
 Mount Hood, a big skiing and snowboarding destination. The area also is
 well know for its craft breweries, wineries, and hard cideries. You can see
 the range of things you can do at http://hoodriver.org/.

 We look forward to seeing you at the conference!

 Cheers!
 Buzzy Nielsen
 2015 Conference Committee

 **
 Library Director
 Hood River County Library District
 502 State Street
 Hood River OR 97031
 541-387-7062
 http://hoodriverlibrary.org





-- 
Mary Llewellyn
Database Manager
Bibliomation, Inc.
24 Wooster Ave.
Waterbury, CT 06708
mllew...@biblio.org

Re: [OPEN-ILS-GENERAL] OPAC usability testing

[McCanna, Terran]

Hi Jim,

We haven't done any formal usability testing, but I've started informally going 
through each of the screens with a small working group of volunteers from our 
libraries to get their initial impressions and feedback - you can see their 
comments to date at: http://pines.georgialibraries.org/working-groups-opac2014

My plan is to pinpoint areas to customize for our local implementation, and to 
develop a wishlist of possible development changes that might be of broader 
interest to the community.

I'm interested in finding out how you and other libraries are approaching this 
as well.


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

- Original Message -
From: James Keenan jkee...@cwmars.org
To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org
Sent: Monday, September 29, 2014 10:05:11 AM
Subject: [OPEN-ILS-GENERAL] OPAC usability testing




Hi All, 



Here at C/W MARS, we’ve been talking about doing usability testing for the OPAC 
for a while but haven’t gotten farther than recruiting a few libraries who 
might want to participate. 



Is anyone interested in developing a standard set of test actions that we might 
all use? Has that been done somewhere already? 



I’m interested to hear if anyone else has done anything in this line. 



Jim 



Jim Keenan 

Library Applications Supervisor 

jkee...@cwmars.org 

508-755-3323 x23 



C/W MARS 

67 Millbrook St., Suite 201 

Worcester, MA 01606 



P Save a tree! Please don't print this e-mail unless it's really necessary. 

Currently reading Mistress Bradstreet by Charlotte Gordon

Re: [OPEN-ILS-GENERAL] Proposal to remove some advanced search options from the catalog

[McCanna, Terran]

Personally, I wouldn't have a problem with removing the 'Matches Exactly' 
because of all the issues that have been identified both here and in the bug 
report. I rarely use that option myself and it's not something that I typically 
recommend to any other staff or patrons to use either. 

I actually do use the 'Starts With' option for titles on a regular basis 
(usually in combination with an author name, so it's not quite the same as 
using Browse). It may be that contains phrase in combination with an author 
name returns a result set that is just as good, but I'd like to do (or see) 
more comparison testing before forming an opinion.

What if the options were still available in the staff client but hidden from 
the OPAC? Would that solve the problem with user frustration/confusion?



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

- Original Message -
From: Kathy Lussier kluss...@masslnc.org
To: Evergreen General Discussion List 
open-ils-general@list.georgialibraries.org
Sent: Monday, September 29, 2014 1:13:59 PM
Subject: [OPEN-ILS-GENERAL] Proposal to remove some advanced search options 
from the catalog

Hi all,

I wanted to float an idea to the community. I spent a little time this 
morning looking at a bug submitted earlier this year regarding the 
Matches Exactly search option in the advanced search screen - 
https://bugs.launchpad.net/evergreen/+bug/1267129. After thinking about 
the problem, I came to a conclusion that I've drawn on similar occasions 
when looking at previous problems with exact match searching that has 
since been fixed. Overall, I think this search option along with, to a 
lesser extent, the Starts With search option, is more likely to cause 
frustration for users than to solve any search problems.

I'm curious to know if others have found the same problems in their 
libraries and, if so, if there is any willingness in the community to 
remove those options in the advanced search screen to save frustration 
on the part of users.

My reasons for removing them are below:

1. The intent of this search option is to perform a left- and 
right-anchored search on the search terms. The entered search terms need 
to exactly match the index as it appears in the relevant metabib table. 
If doing a title search, you need to enter the entire title including 
245a and 245b. I believe most users are unlikely to know what the 
subtitle is for a book and a. The re more likely to enter just the words 
that are in 245a.

2. Right now, there is a bug with Matches Exactly. As of now, if you 
enter the following terms in the search box:

the joy of cooking

the system will retrieve anything that begins with the, ends with 
cooking and also contains the words joy of in no particular order. I 
just conducted a matches exactly search for the help today and, in 
addition to retrieving The Help it also retrieved a record for The 
Berenstain Bears hurry to help. The fix for this particular issue is 
fairly easy, but the fix also means that the Matches Exactly will become 
even more unforgiving than what I outlined in #1 above. Punctuation will 
matter more. In addition to entering all of the words in the 245a and 
245b, the user will also need to know where to add punctuation. From 
what I can tell, this isn't consistent for all punctuation. In looking 
for the title The assist : hoops, hope, and the game of their lives 
the following search works:

^The assist hoops, hope, and the game of their lives$

but these searches do not work:

^The assist : hoops, hope, and the game of their lives$

^The assist hoops hope and the game of their lives$

It looks like the user needs to know that the colon should be removed, 
but the commas should remain.

3. The Starts With search is a little more forgiving since a user is 
more likely to know the start of a title rather than the entire string, 
but it still suffers from the problems of a user needing to know what 
punctuation should be entered (or not entered) for the string that they 
type. Since it is a search that uses left-anchoring, it also does not 
ignore non-filing indicators, which is something that users sometimes 
expect it to do. Note: I was the person who added the Starts With 
search to Evergreen, mainly as a way to ameliorate the issues we saw 
with the Matches Exactly search. Now that Browse search is available 
in the catalog, I don't think this particular search is necessary on the 
advanced search screen anymore.

4. In a standard Evergreen installation where no custom indexes have 
been added, both of these search options will probably fail for a 
keyword search. This happens because, by default, there is one keyword 
index (the blob) where all of the indexed terms for the record are 
stored, and there is no way any user could know all of the terms that 
are stored there and their proper order. If they are 

Re: [OPEN-ILS-GENERAL] ***SPAM*** Re: Awesome Box Integration

[McCanna, Terran]

 on that. :) 


Analyzing circulation patterns is far more interesting though and I am long 
term interested in recommendations. In the age of Anazin, Netflix and everyone 
else this is not just valuable but expected. It's perhaps the patron request I 
hear most. 



Coupled with some holds features it would be a great great boon for home bound 
services which I feel are a critical function of libraries, at least in my 
state where it's a strong traditional service. I assume elsewhere as well 
though I know mileage varies. 


And it was the building block of several functions that GA PINES identified as 
critical for TBS support during the Loblolly conference. We may never fully 
support TBS programs in Evergreen but I thought GA PINES collected a lot of 
great ideas and input there and would hate to discard that. 



On Thursday, September 25, 2014, Kathy Lussier  kluss...@masslnc.org  wrote: 




Hi all, 

Great discussion so far! 

We had a bit of a discussion about privacy concerns in IRC after Terran sent 
her original message. One approach we were discussing was storing the awesome 
tags in an anonymous fashion, except in cases where patrons have opted into 
saving their circ history. In those cases, the user has already consented to 
having this information saved and could have a more enhanced experience with 
the recommendation engine. Others who were part of the discussion could 
elaborate or correct me if I'm not articulating the ideas correctly. The 
discussion can be found at 
http://irc.evergreen-ils.org/evergreen/2014-09-25#i_126632 . 

In relation to genres, Vanya said: 



Maybe, as a solution to that, we can have a hierarchical algorithm for 
categorizing. In other words, we can allow the administrator to decide whether 
the categorization comes all the way down to genres, or just takes into account 
the overall weight of the user's awesome tag. 
I like the idea of making this configurable, because there may be systems where 
data identifying genre is a little more clear cut. Better yet, how about if we 
allow an Evergreen site to define the categories that are used. Some sites may 
use the MARC fixed fields for fiction/non-fiction. Other sites may decided that 
values stored in the 655 MARC field work for them. 

Is there something already exists in Evergreen that we could leverage for this 
purpose? My first thought was MVF. 

I do have one general recommendation speaking with my OPW admin hat on. It 
really is a general recommendation for any of the OPW candidates who might be 
following along. I mentioned in IRC today that I'm not a developer, but I've 
managed a lot of development projects, and one thing I try to watch out for is 
project creep. As we continue to talk about the project and think of new 
configuration options to make it a more flexible project, it can also become a 
very large project that isn't as easy to manage. 

Therefore, as you think through how you plan to implement the project, I 
recommend breaking it up into distinct milestones. You might want to start with 
smaller tasks as you ease into the project (e.g. collecting the awesome tags 
and sending them along to the Awesome Box site), and then move on to the larger 
components once you become more familiar with the system. 

Kathy 


Kathy Lussier
Project Coordinator
Massachusetts Library Network Cooperative (508) 343-0128 kluss...@masslnc.org 
Twitter: http://www.twitter.com/kmlussier #evergreen IRC: kmlussier On 
9/25/2014 6:40 PM, Tim Spindler wrote: 



Overall, I really like the ideas talked about but I agree with Terran that 
something would have to be done with circ data related to patrons. We use the 
purge function to anonymize our patron data but I could see other ways of 
dealing with this. We also have retention policies related to retaining patron 
circulation data. 



On Thu, Sep 25, 2014 at 4:54 PM, Rogan Hamby  rogan.ha...@yclibrary.net  
wrote: 



I suppose I don't understand the concern on your part as at that level if 
someone could access the raw db they could just query someone's circulation 
history, fine payments, etc... since those are recorded as transactions unless 
you're doing something to anonymize or wipe those as soon as they're done. Even 
then someone could see all current transactions at that level. 








On Thu, Sep 25, 2014 at 4:33 PM, McCanna, Terran  
tmcca...@georgialibraries.org  wrote: 


This relies on the circulation and rating data still being tied to the patron 
in the system, though - yes, it'd be on the database side and not on public 
view, but it's still creating a picture of a patron's reading history that has 
privacy implications. Of course, this feature should be set for systems to 
enable or disable, so that systems that are concerned about privacy simply 
won't turn it on. (PINES, for example, limits the retention of circulation 
history in the system as much as we can because of our privacy policies, so any 
feature that is linked to a patron's history would

Re: [OPEN-ILS-GENERAL] Awesome Box Integration

[McCanna, Terran]

Agreed!


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

- Original Message -
From: Tim Spindler tjspind...@gmail.com
To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org
Sent: Friday, September 26, 2014 3:28:32 PM
Subject: Re: [OPEN-ILS-GENERAL] Awesome Box Integration



Kathy, 

I think that's a good point. I think Rogan and others have cautioned about 
feature creep also. I think in the end I would be happy to first to see 
integration with Awesome Box and then as a second phase some of the other 
issues. 



On Fri, Sep 26, 2014 at 3:05 PM, Kathy Lussier  kluss...@masslnc.org  wrote: 


Hi all, 



Basically, I wouldn't let the quality of genre headings in your catalog 
determine whether Awesome Box uses genre headings. Too much in the history 
of genre use makes clean headings difficult. I would, however, begin 
considering how to clean up those headings so Awesome Box could be fully 
implemented. 

I just want to throw out a reminder that full implementation of Awesome Box 
is really collecting the data for items that have been returned to an awesome 
box in the library and sending that information along to http://awesomebox.io/ 
. I think Vanya has some good ideas to then use that same data in Evergreen in 
other ways, which is great and may start a foundation for even more 
development. But, in my mind, these other components are gravy. Exciting gravy, 
but gravy nonetheless. 

Kathy 

Kathy Lussier 
Project Coordinator 
Massachusetts Library Network Cooperative 
(508) 343-0128 
kluss...@masslnc.org 
Twitter: http://www.twitter.com/ kmlussier 
#evergreen IRC: kmlussier 

On 9/26/2014 2:22 PM, Hardy, Elaine wrote: 


Genre headings can be corrected so that they are current to the thesauri 
your library uses. LCGFT and GSAFD authority records are available, for 
example. However, authorities for genre headings is relatively recent and, 
as a result, many libraries did not retain or add genre headings to bib 
records in the past. Of course, adding subject headings to fiction is 
relatively recent as well. Some older fiction titles may just have genre 
headings, if anything at all. 

Copy cataloging should not make a difference in whether headings are used 
correctly or whether your library chooses to use genre headings. Although I 
suppose your bibliographic utility will. If you obtain most of your records 
from LC or OCLC, then certainly newer titles will have extensive genre 
headings. With the advent of LCGFT, more catalogers do add genre headings to 
bib records. GSAFD use was spotty but has increased. What could make the 
difference is whether you use vendor cataloging since your library might 
have to pay extra for use and maintenance of genre headings. Particularly if 
you use the vendor as a source for your title records. 

If your catalogers are afforded the time to correct and add genre headings, 
then whether they copy catalog or create all title records originally won't 
matter. What their process and procedures are does. 

If your genre headings have not been kept up to date (which is likely true 
of all of us), then I suggest cleaning them up as much as possible if 
Awesome box ratings will include them. And approaching cataloging staff to 
see if including use and maintenance of genre headings can become part of 
their workflow. Keep in mind that, not only could it increase the time it 
takes for items to get to the shelf, if you out source, it might increase 
costs. If you use a vendor authority service, genre heading maintenance may 
already be a part of the service. 

I'm not sure that beginning with broad categories would solve any problems 
since anything other than literary form (fiction, nonfiction, poetry, drama, 
etc) is going to be in, or not, a 655. Again, whether LitF in the fixed 
filed is coded properly depends on the quality of your bib records. Some of 
the prePINES records have very little coding of any kind in the fixed 
fields -- about 200,000 out of 1.7 million or so bib records. 

Basically, I wouldn't let the quality of genre headings in your catalog 
determine whether Awesome Box uses genre headings. Too much in the history 
of genre use makes clean headings difficult. I would, however, begin 
considering how to clean up those headings so Awesome Box could be fully 
implemented. 


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 


-Original Message- 
From: open-ils-general-bounces@list. georgialibraries.org 
[mailto: open-ils-general- bounces@list.georgialibraries. org ] On Behalf Of 
McCanna, Terran 
Sent: Thursday, September 25, 2014 4:33 PM 
To: Evergreen Discussion Group 
Subject: Re

Re: [OPEN-ILS-GENERAL] Awesome Box Integration

[McCanna, Terran]

Agreed - it's a great idea in theory, but I'm not sure how well it would work 
in actual practice. Even in a single library, genre subject headings are 
usually pretty inconsistent in the MARC records because of copy cataloging, and 
that usually gets even more inconsistent in a consortium of libraries. Perhaps 
it could be partially weighted on genre subject headings, but not overly 
reliant on them? It might be worth considering the fixed field values for 
fiction vs. non-fiction and for age groups, too.

I love the idea of providing recommendations based on other people that have 
similar taste (other people that liked this book also liked these books...) 
but if the data is tied to actual patrons (and I'm not sure how it couldn't be) 
then quite a few library systems would face legal privacy issues and wouldn't 
be able to use it. We're currently using a commercial service to pull in 
reading recommendations because the recommendations can't be tied back to any 
of our patrons.


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

- Original Message -
From: Rogan Hamby rogan.ha...@yclibrary.net
To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org
Sent: Thursday, September 25, 2014 2:02:58 PM
Subject: Re: [OPEN-ILS-GENERAL] Awesome Box Integration


I can see some challenges to tracking genre and I'd be hesitant to put too much 
value on it. There are ways to catalog it but in my experience actually relying 
on it being in records (much less being consistent) is very unreliable in 
organizations that do a lot of copy cataloging / don't have centralized and 
controlled cataloging and there quite a few in that boat. 


That concern aside, I've always thought this would be a fun and potentially 
valuable thing to add. 


On Thu, Sep 25, 2014 at 1:44 PM, Vanya Jauhal  vanyajau...@gmail.com  wrote: 











Hello everyone 

I'm Vanya, from India. I'm a candidate for OPW Round9 internship with 
evergreen. 

While discussing the idea of Awesome Box integration with Evergreen, Kathy and 
I discussed the possibility of making the Evergreen support for Awesome Box 
more interpretive using Artificial Intelligence. 

What if we could train the system to give weightage to people's awesome tags 
on items, depending upon how much their previous tags are appreciated by other 
people. 

For example: Let's say you tag a book to be awesome. Now, if 100 other people 
check that book in, and (lets say) 80 of them also tag it to be awesome- it 
will mean that your opinion matches a majority of people. On the other hand, if 
100 other people check that book in and (say) only 5 of them tag it as awesome, 
this would mean that your awesome tag is not in coherence with the majority. 
So, in the former case, your awesome tag can be given more weightage as 
compared to the latter. 

Also, the weightage may vary according to genres. So- you may have a good taste 
in mystery books but your taste in classical literature might not be the same 
as the majority crowd. So- the weightage of your awesome tag in mystery would 
be higher than classical literature. 

We can even extend it to provide recommendations to users depending on their 
coherence with other users with similar taste. 

I am looking forward to your suggestions and feedback on this. 

Thank you for your time 

Vanya 




-- 



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

Re: [OPEN-ILS-GENERAL] Awesome Box Integration

[McCanna, Terran]

This relies on the circulation and rating data still being tied to the patron 
in the system, though - yes, it'd be on the database side and not on public 
view, but it's still creating a picture of a patron's reading history that has 
privacy implications. Of course, this feature should be set for systems to 
enable or disable, so that systems that are concerned about privacy simply 
won't turn it on. (PINES, for example, limits the retention of circulation 
history in the system as much as we can because of our privacy policies, so any 
feature that is linked to a patron's history would be unusable for us.)

If ranking data were stored completely independently of the patron, then 
library systems would be able to use it without privacy concerns, and patrons 
wouldn't even need to be logged in to use it  - but then it wouldn't be able to 
give completely customized recommendations to a specific patron, either. It's a 
definite tradeoff.


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

- Original Message -
From: Vanya Jauhal vanyajau...@gmail.com
To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org
Sent: Thursday, September 25, 2014 3:41:02 PM
Subject: Re: [OPEN-ILS-GENERAL] Awesome Box Integration



Hello Rogan 

This is exactly what I had in mind. All the recommendation processing will take 
place in background, and all the user will see is a recommendation and not the 
information of any other patron. This way his experience with Awesome Box will 
get enhanced. 


And yes, we can maybe, start off with some broad level genres, like, as you 
mentioned, fiction, non-fiction, documentaries, etc. Then, depending upon the 
infrastructure of the system and the response of that categorization, we can 
build upon the algorithm accordingly. 


You are right- it would be a big task in itself, but since the number of 
parameters involved are few and explicit, it gets simplified to an extent. 






On Fri, Sep 26, 2014 at 12:50 AM, Rogan Hamby  rogan.ha...@yclibrary.net  
wrote: 



I don't see an issue with doing analysis of circulation patterns on the backend 
so long as nothing identifying is exposed. 


For example, if all I saw as a patron was a tab in my opac that said you 
thought The Yiddish Policeman's Union was Awesome! Some others do did also 
thought this was Awesome   I don't see that as different from doing the 
same thing with circulations. It's not telling patrons even what the points of 
comparison were unless they only had a single item in their circulation history 
and even then it doesn't tell them how many other patrons, how much, etc 


I'm dubious about subject headings also but wouldn't want to dismiss it out of 
hand. It might work. Without doing some experimenting I could see it going 
either way. Some fixed fields I could see working, like fiction and 
non-fiction. Age groups? Well, at least I can tell you I can't rely on those in 
my catalog. :) 


However, I also worry that reading recommendations based on circulation history 
could easily grow into a much more complicated task, especially depending on 
how we deliver those recommendations. Looking at a single boolean value tied to 
the user and item (circ table?) could still be quite a project by itself 
especially once all the useful bits and pieces are built in. 









On Thu, Sep 25, 2014 at 2:37 PM, McCanna, Terran  
tmcca...@georgialibraries.org  wrote: 


Agreed - it's a great idea in theory, but I'm not sure how well it would work 
in actual practice. Even in a single library, genre subject headings are 
usually pretty inconsistent in the MARC records because of copy cataloging, and 
that usually gets even more inconsistent in a consortium of libraries. Perhaps 
it could be partially weighted on genre subject headings, but not overly 
reliant on them? It might be worth considering the fixed field values for 
fiction vs. non-fiction and for age groups, too. 

I love the idea of providing recommendations based on other people that have 
similar taste (other people that liked this book also liked these books...) 
but if the data is tied to actual patrons (and I'm not sure how it couldn't be) 
then quite a few library systems would face legal privacy issues and wouldn't 
be able to use it. We're currently using a commercial service to pull in 
reading recommendations because the recommendations can't be tied back to any 
of our patrons. 


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



- Original Message - 
From: Rogan Hamby  rogan.ha...@yclibrary.net  
To: Evergreen Discussion Group  open-ils-general@list.georgialibraries.org  
Sent: Thursday, September 25, 2014 2:02:58 PM 
Subject: Re: [OPEN-ILS-GENERAL] Awesome Box Integration 


I can see

Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] Web Client (Sprint 1) demo server

[McCanna, Terran]

This sounds good to me, Kathy.

Grace, will that work for the developers? And if so, should I work on entering 
the ones I already pinpointed, or just new ones from here on out?


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

- Original Message -
From: Kathy Lussier kluss...@masslnc.org
To: Evergreen Development Discussion List 
open-ils-...@list.georgialibraries.org, Evergreen General Discussion List 
open-ils-general@list.georgialibraries.org
Sent: Wednesday, August 27, 2014 2:25:42 PM
Subject: Re: [OPEN-ILS-DEV] Web Client (Sprint 1) demo server


We've had some great discussion and feedback on the web client over the past 
few days. 

To help the developers track the issues with the web client, would it be better 
if we submit these issues via Launchpad as we do with other bug reports? Maybe 
we can use a webclient tag so that they are easily findable. 

Kathy 
Kathy Lussier
Project Coordinator
Massachusetts Library Network Cooperative
(508) 343-0128 kluss...@masslnc.org Twitter: http://www.twitter.com/kmlussier 
#evergreen IRC: kmlussier On 8/27/2014 1:00 PM, James Keenan wrote: 





Re: display of the patron edit screen. 



The frame that the patron edit screen is displayed in can cause the Save and 
Clone box to cover other buttons or parts of textboxes. 



Jim 




Jim Keenan 

Library Applications Supervisor 

jkee...@cwmars.org 

508-755-3323 x23 



C/W MARS 

67 Millbrook St., Suite 201 

Worcester, MA 01606 



P Save a tree! Please don't print this e-mail unless it's really necessary. 

Currently reading Mistress Bradstreet by Charlotte Gordon 

Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] Web Client (Sprint 1) demo server

[McCanna, Terran]

Thanks, Mike!


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

- Original Message -
From: Mike Rylander mrylan...@gmail.com
To: Evergreen Development Discussion List 
open-ils-...@list.georgialibraries.org
Cc: Evergreen General Discussion List 
open-ils-general@list.georgialibraries.org
Sent: Thursday, August 28, 2014 4:18:02 PM
Subject: Re: [OPEN-ILS-DEV] Web Client (Sprint 1) demo server


Terran, 


Grace is out for the next few days, so in the interest of avoiding duplication 
of work, I'll ask that we hold off picking a particular direction until she can 
weigh in next week. 


More broadly, while they are certainly ESI's to fix, we'd be overjoyed if 
folks outside ESI wanted to jump in and attack some of these! The existing 
launchpad bug where Bill published the main branch would be the place for folks 
to post fix branches. 


Since there's still discussion to be had around several (and email seems a good 
way for that to happen in the short term) we'll wait for some more feedback 
before moving on some of them. We (ESI) use internal tools for tracking work in 
development and PM areas that fit our needs better than launchpad, so we'll 
continue to use those tools (along side launchpad, where appropriate) for both 
these and any future bugs we need to address in the web staff client and then 
expose the output of that in a straightforward way as it progresses, much the 
way Bill did during the main body of Sprint 1. 


Rest assured, I've got this thread starred and marked unread in my inbox, so 
these are not going anywhere. ;-) 


Thanks, 





On Thu, Aug 28, 2014 at 1:13 PM, McCanna, Terran  
tmcca...@georgialibraries.org  wrote: 


This sounds good to me, Kathy. 

Grace, will that work for the developers? And if so, should I work on entering 
the ones I already pinpointed, or just new ones from here on out? 


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


- Original Message - 
From: Kathy Lussier  kluss...@masslnc.org  
To: Evergreen Development Discussion List  
open-ils-...@list.georgialibraries.org , Evergreen General Discussion List  
open-ils-general@list.georgialibraries.org  
Sent: Wednesday, August 27, 2014 2:25:42 PM 
Subject: Re: [OPEN-ILS-DEV] Web Client (Sprint 1) demo server 




We've had some great discussion and feedback on the web client over the past 
few days. 

To help the developers track the issues with the web client, would it be better 
if we submit these issues via Launchpad as we do with other bug reports? Maybe 
we can use a webclient tag so that they are easily findable. 

Kathy 
Kathy Lussier 
Project Coordinator 
Massachusetts Library Network Cooperative 
(508) 343-0128 kluss...@masslnc.org Twitter: http://www.twitter.com/kmlussier 
#evergreen IRC: kmlussier On 8/27/2014 1:00 PM, James Keenan wrote: 





Re: display of the patron edit screen. 



The frame that the patron edit screen is displayed in can cause the Save and 
Clone box to cover other buttons or parts of textboxes. 



Jim 




Jim Keenan 

Library Applications Supervisor 

jkee...@cwmars.org 

508-755-3323 x23 



C/W MARS 

67 Millbrook St., Suite 201 

Worcester, MA 01606 



P Save a tree! Please don't print this e-mail unless it's really necessary. 

Currently reading Mistress Bradstreet by Charlotte Gordon 




-- 
Mike Rylander 
| Director of Research and Development 
| Equinox Software, Inc. / Your Library's Guide to Open Source 
| phone: 1-877-OPEN-ILS (673-6457) 
| email: mi...@esilibrary.com 
| web: http://www.esilibrary.com 

Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] Web Client (Sprint 1) demo - initial testing results

[McCanna, Terran]

Thanks, Bill!



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

Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] Web Client (Sprint 1) demo - initial testing results

[McCanna, Terran]

Yes, agreed! 

My main point was that the spelling should be consistent across all menus and 
pages. 


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

- Original Message -
From: Alexey Vladimirovich Lazar alexey.la...@mnsu.edu
To: Evergreen Development Discussion List 
open-ils-...@list.georgialibraries.org
Cc: Evergreen Discussion Group open-ils-general@list.georgialibraries.org
Sent: Wednesday, August 27, 2014 10:31:44 AM
Subject: Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] Web Client (Sprint 1) demo - 
initial testing results


 - 'Check Out Date/Time' should be 'Checkout Date/Time' to be consistent with 
 other terminology
  
 - 'Check In Date/Time' should be 'Checkin Date/Time' to be consistent with 
 other terminology

Checkout is the correct spelling, but properly spelled check-in” is 
hyphenated. Checkin is not a proper word.

Aleksey Lazar
IS Developer and Integrator - PALS
http://www.mnpals.org/

Re: [OPEN-ILS-GENERAL] Concerto logins

[McCanna, Terran]

Awesome, thanks Kathy!


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

- Original Message -
From: Kathy Lussier kluss...@masslnc.org
To: Evergreen General Discussion List 
open-ils-general@list.georgialibraries.org
Sent: Tuesday, August 26, 2014 7:43:56 AM
Subject: [OPEN-ILS-GENERAL] Concerto logins

Hi all,

This message is partially for people who are using Sandboxes for Bug 
Squashing Day, but also should be useful for anyone who needs to use the 
Concerto data set when testing. I thought it would be useful if there 
was a list available with all of the logins for patron/staff accounts 
that are part of the Concerto data set. Thomas Berezansky extracted the 
information for me, and  I have posted these logins in CSV format to the 
wiki at http://wiki.evergreen-ils.org/doku.php?id=qa:concerto_logins.

Eventually, we should include these logins in the Evergreen 
documentation, along with a description of the Concerto data set. 
However, I didn't have time to do so immediately.

Kathy

-- 
Kathy Lussier
Project Coordinator
Massachusetts Library Network Cooperative
(508) 343-0128
kluss...@masslnc.org
Twitter: http://www.twitter.com/kmlussier
#evergreen IRC: kmlussier

Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] Web Client (Sprint 1) demo - initial testing results

[McCanna, Terran]

Hello Grace and all,

I have begun testing the work on Sprint 1 and here are my notes so far:


MAIN SCREEN OF INTERFACE:
- Register Patron(s) link missing
- Pull List for Hold Requests link missing
- Catalog Search field missing
- Advanced Search link missing
- Item Status link missing
- Is the large Equinox banner across the bottom of the screen present because 
it's being hosted on an Equinox server, or is this something you have added to 
the default interface? I notice it is not on the original test site.


MENUS:
- Search Catalog link missing from Search dropdown menu


PATRON FUNCTIONS:
- When creating a new message on an account there is an empty dropdown box on 
the right side of the pop-up window - what is that for? I don't seem to be able 
to do anything with it.
- the Message pop-up window is missing the field to record staff initials that 
is in the current staff client


ITEMS OUT SCREEN - COLUMN PICKER:
- I didn't go through every option, but there were obvious differences between 
the current staff client and the web client and definitely some columns missing 
that are in the current staff client.
- Show All Columns and Hide All Columns don't appear to do anything
- Can the column list be alphabetized like it is in the current staff client? 
It's very difficult to find the column you are looking for.
- There is an optional column for Due Date/Time - what is that for? (It does 
not display the date and time from the normal Due Date column.)
- Missing 'Checkout Workstation' column option
- 'Check Out Date/Time' column is empty when turned on
- 'Check Out Date/Time' should be 'Checkout Date/Time' to be consistent with 
other terminology
- 'Check In Date/Time' should be 'Checkin Date/Time' to be consistent with 
other terminology
- There is also a 'Checkin Scan Date/Time' - is that different from 'Checkin 
Date/time' ?
- Circulation Workstation is missing as a column option


RENEW ITEM WITH SELECTED DUE DATE:
- date is off (example: select November 5, 2014 as the new date and it records 
it as November 4, 2014)
- does it matter what format the date is entered in? is there going to be a 
calendar picker next to date fields like this? 


SCAN ITEM AS MISSING PIECES:
- it displays a field called Patron Barcode rather than Item Barcode





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

Re: [OPEN-ILS-GENERAL] Seeking funding partners for upcoming development projects

[McCanna, Terran]

Hey, do we get cookies even though we already committed?


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

- Original Message -
From: Kathy Lussier kluss...@masslnc.org
To: open-ils-general@list.georgialibraries.org
Sent: Friday, July 25, 2014 5:32:59 PM
Subject: Re: [OPEN-ILS-GENERAL] Seeking funding partners for upcoming   
development projects

Hi all,

I'm pleased to announce that Georgia PINES has joined MassLNC to help to 
fund the Enhancements to Evergreen Alerts and Message Center projects. 
Thank you Georgia PINES!

We have also received some interest from Evergreen sites on the activity 
metric project.

MassLNC would really love to see all three of these projects implemented 
in a future release of Evergreen. If anyone is interested in the 
projects and can contribute some funds, even if it's only a small amount 
of money, please feel free to contact me at kluss...@masslnc.org with 
your questions.

What do you get out of being a partner on one of these development 
projects? Putting funds to a development project is your opportunity to 
make a contribution to the future direction of Evergreen. It's a great 
feeling to see a new feature in Evergreen and to say to yourself I 
helped to make that new feature happen. Budgets are tight everywhere, 
but by pooling our funds together, we can see some great new 
functionality at a lower cost for each partner. The recent MVC/CRA 
project (aka icon project)  is a great example of a development project 
where many small development contributions, combined with a couple of 
contributions from some larger sites, resulted in some nice improvements 
for the whole Evergreen community. Being a development partner also 
ensures that  you will be part of spec discussions and testing, allowing 
you to watch out for the needs of your users while the project is being 
shaped.

But, wait, there's more! If you participate in a MassLNC development 
project, your organization will be added to the MassLNC Wall of Fame 
where we acknowledge and thank all of the sites that have worked with us 
on development projects over the years - 
http://masslnc.cwmars.org/node/3067. The large number of libraries and 
consortia listed there is a testament to the great community we have and 
the fact that there are so many sites out there that want to contribute 
what they can to help make Evergreen better for everyone.

But that's not all! For a limited time only, if your organization 
decides to help fund one of these projects, you will receive a batch of 
cookies made by MassLNC coordinator Kathy Lussier (that's me). The 
cookies will be hand-delivered to you at the next Evergreen conference 
(or, if we're both there, at the next Evergreen hack-a-way).

Please take some time to look over these projects and let me know if 
you're interested.

Have a nice weekend everyone!

Kathy

Kathy Lussier
Project Coordinator
Massachusetts Library Network Cooperative
(508) 343-0128
kluss...@masslnc.org
Twitter: http://www.twitter.com/kmlussier

On 7/1/2014 2:45 PM, Kathy Lussier wrote:

 Hi all,

 Today marks the first day of the new fiscal year for MassLNC, and our 
 development committee has identified a few new enhancements we are 
 hoping to sponsor over the next year.

 We have received proposals from Equinox for all three projects, but 
 MassLNC needs help to fund these projects. I am sending out this 
 e-mail to see if there are other Evergreen sites interested in helping 
 us fund any of these projects. For more details, you can e-mail me 
 directly at kluss...@masslnc.org.


 Also, if you are already working on a similar project or just want to 
 provide some feedback for our proposed projects, please feel to share 
 your feedback on the list.

 These three projects are listed on the new Proposed Development 
 Projects wiki page at:
 http://wiki.evergreen-ils.org/doku.php?id=evergreen_features:proposed_development_projects
  


 ACTIVITY METRIC FOR RELEVANCE RANKING
 The goal of this project is for a title's activity (circulations, 
 number of holds, etc.) to affect the relevance of that title when 
 retrieving search results. Google and Amazon use popularity with much 
 success when ranking search results. I think Evergreen would see 
 similar success if it were to incorporate activity into its relevance 
 algorithm.

 As an example, if a user were conducting a keyword search on abraham 
 lincoln,  there are many books, movies, etc. in most US libraries 
 where the words abraham lincoln show up in the title. There would be 
 no way to tease out the titles that are getting the most attention by 
 readers. In fact, a title like Team of Rivals ranks very low in our 
 search results even though there is a fairly high likelihood it is the 
 title the patron is seeking.  By applying a metric based on activity, 
 we might be able to see those more-recently popular 

Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] browser client dev update July 18 2014

[McCanna, Terran]

Yes, I should have mentioned that I'm on Windows 7.


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

- Original Message -
From: Bill Erickson ber...@esilibrary.com
To: Evergreen Development Discussion List 
open-ils-...@list.georgialibraries.org
Cc: Evergreen Discussion Group open-ils-general@list.georgialibraries.org
Sent: Tuesday, July 22, 2014 8:38:48 AM
Subject: Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] browser client dev update July 
18 2014





On Mon, Jul 21, 2014 at 3:41 PM, McCanna, Terran  
tmcca...@georgialibraries.org  wrote: 




Back Button - I'm sorry, I'm confused. I tried out both links you provided on 
Chrome and on Firefox and they both seemed to work fine to me. Back button (and 
forward) appeared and functioned as I would expect. What am I missing? 



Aha! IFrame navigation works as desired in Chrome on my Mac, but not in Chrome 
on Linux. Are you by any chance using Windows, Terran? 


Thanks for testing, 


-b 

-- 


Bill Erickson 
| Senior Software Developer 
| phone: 877-OPEN-ILS (673-6457) 
| email: ber...@esilibrary.com 
| web: http://esilibrary.com 
| Equinox Software, Inc. / The Open Source Experts 

Re: [OPEN-ILS-GENERAL] browser client dev update July 18 2014

[McCanna, Terran]

Thanks, Bill!

Patron Registration Screen - While I would dearly love to have that screen 
redesigned, I understand that's out of the scope of this project. I did a 
little testing and it seemed to work fine, but when we get to a more complete 
phase, we'll want to double-check all of the various settings that can trigger 
alerts to make sure they are still working. One thing I noticed is that PINES' 
current implementation, the default password for a new account changes to the 
last four digits of the primary phone number that is entered and it did not do 
that for me when I was testing here - is that a system setting that's not 
turned on on the test server, or is it something that broke in the translation?

Back Button - I'm sorry, I'm confused. I tried out both links you provided on 
Chrome and on Firefox and they both seemed to work fine to me. Back button (and 
forward) appeared and functioned as I would expect. What am I missing?


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

- Original Message -
From: Bill Erickson ber...@esilibrary.com
To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org, 
Evergreen Development Discussion List open-ils-...@list.georgialibraries.org
Sent: Friday, July 18, 2014 1:56:43 PM
Subject: [OPEN-ILS-GENERAL] browser client dev update July 18 2014



Hi All, 


Today's topic is integrating existing HTML interfaces: 

http://evergreen-ils.org/dokuwiki/doku.php?id=dev:browser_staff:dev_notes#section20140718
 


Cheers, 


-b 


-- 


Bill Erickson 
| Senior Software Developer 
| phone: 877-OPEN-ILS (673-6457) 
| email: ber...@esilibrary.com 
| web: http://esilibrary.com 
| Equinox Software, Inc. / The Open Source Experts 

Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] browser client dev update July 18 2014

[McCanna, Terran]

Thanks Ben! 

(I suspected that might be the case, but I wasn't about to call Chris on his 
vacation for a question like that!)


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

- Original Message -
From: Ben Shum bs...@biblio.org
To: Evergreen Development Discussion List 
open-ils-...@list.georgialibraries.org
Cc: Evergreen Discussion Group open-ils-general@list.georgialibraries.org
Sent: Monday, July 21, 2014 4:57:20 PM
Subject: Re: [OPEN-ILS-DEV] [OPEN-ILS-GENERAL] browser client dev update July 
18 2014


Hi Terran, 


Bill can probably answer the rest, but just to get a quick reply out there on 
the four digits as password for new accounts in patron registration... yes, 
that is a library setting that must be configured on the server. By default, 
that is not enabled and you will get a randomly generated code. The library 
setting in question is in the Security group and called Patron: password 
from phone # 


-- Ben 



On Mon, Jul 21, 2014 at 4:41 PM, McCanna, Terran  
tmcca...@georgialibraries.org  wrote: 


Thanks, Bill! 

Patron Registration Screen - While I would dearly love to have that screen 
redesigned, I understand that's out of the scope of this project. I did a 
little testing and it seemed to work fine, but when we get to a more complete 
phase, we'll want to double-check all of the various settings that can trigger 
alerts to make sure they are still working. One thing I noticed is that PINES' 
current implementation, the default password for a new account changes to the 
last four digits of the primary phone number that is entered and it did not do 
that for me when I was testing here - is that a system setting that's not 
turned on on the test server, or is it something that broke in the translation? 

Back Button - I'm sorry, I'm confused. I tried out both links you provided on 
Chrome and on Firefox and they both seemed to work fine to me. Back button (and 
forward) appeared and functioned as I would expect. What am I missing? 


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



- Original Message - 
From: Bill Erickson  ber...@esilibrary.com  
To: Evergreen Discussion Group  open-ils-general@list.georgialibraries.org 
, Evergreen Development Discussion List  
open-ils-...@list.georgialibraries.org  
Sent: Friday, July 18, 2014 1:56:43 PM 
Subject: [OPEN-ILS-GENERAL] browser client dev update July 18 2014 



Hi All, 


Today's topic is integrating existing HTML interfaces: 

http://evergreen-ils.org/dokuwiki/doku.php?id=dev:browser_staff:dev_notes#section20140718
 


Cheers, 


-b 


-- 


Bill Erickson 
| Senior Software Developer 
| phone: 877-OPEN-ILS (673-6457) 
| email: ber...@esilibrary.com 
| web: http://esilibrary.com 
| Equinox Software, Inc. / The Open Source Experts 





-- 



Benjamin Shum 
Evergreen Systems Manager 
Bibliomation, Inc. 
24 Wooster Ave. 
Waterbury, CT 06708 
203-577-4070, ext. 113 

Re: [OPEN-ILS-GENERAL] browser client update for July 2 2014

[McCanna, Terran]

Hi Joan, 

Have you had a chance to review how Bill has the vertical-horizontal combo 
display set up on the test server yet? At first I wasn't sure about it because 
our libraries are all currently using the horizontal display, but after I've 
seen it in action and shared how it looks with some frontline staff, I've had 
positive feedback all around. 


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

Re: [OPEN-ILS-GENERAL] FWIW Evergreen Koha sites

[McCanna, Terran]

I wholeheartedly agree!



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


div Original message /divdivFrom: Rogan Hamby 
rogan.ha...@yclibrary.net /divdivDate:06/13/2014  1:05 PM  (GMT-05:00) 
/divdivTo: Evergreen Discussion Group 
open-ils-general@list.georgialibraries.org /divdivSubject: Re: 
[OPEN-ILS-GENERAL] FWIW Evergreen  Koha sites /divdiv
/divI'll echo Jason's sentiment, I'm glad to see open source growing.  I 
wouldn't read too much into a difference in numbers between Koha and Evergreen. 
 They are different creatures that will appeal to different libraries for 
different reasons.  

Now, I will be much more interested in comparing Evergreen's current numbers to 
adoption rates after the new staff client goes live.  


On Fri, Jun 13, 2014 at 10:05 AM, Jason Etheridge ja...@esilibrary.com wrote:
 Marshall has two maps showing      1364 Evergreen vs. 2103 Koha.

Go team open source! :)

--
Jason Etheridge
| Support Manager
| Equinox Software, Inc. / The Open Source Experts
| phone: 1-877-OPEN-ILS (673-6457)
| email: ja...@esilibrary.com
| web: http://www.esilibrary.com



-- 

Rogan Hamby, MLS, CCNP, MIA
Managers Headquarters Library and Reference Services, 
York County Library System

“You don't have to burn books to destroy a culture. Just get people to stop 
reading them.” 
― Ray Bradbury

“You can never get a cup of tea large enough or a book long enough to suit me.” 
― C.S. Lewis

Re: [OPEN-ILS-GENERAL] Interface Ideas Mockup

[McCanna, Terran]

I like the space savings of moving the List nav/control bar to the bottom, 
but that means users will have to scroll down to control the list when their 
page size exceeds the vertical space of the monitor. Is that acceptable? 

My two cents: I think it's visually more pleasing to have the list controls at 
the bottom, but it's more convenient to users to have them both at the bottom 
and the top. 


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

Re: [OPEN-ILS-GENERAL] Deleting items that are lost or long overdue

[McCanna, Terran]

I appreciate your thoroughness, Lindsay! 


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

- Original Message -
From: Lindsay Stratton lstrat...@pls-net.org
To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org
Sent: Tuesday, June 3, 2014 11:54:51 AM
Subject: Re: [OPEN-ILS-GENERAL] Deleting items that are lost or long overdue


Pioneer Library System (currently on v.2.2) has all sorts of lost/long overdue 
processes! Let me share them (this is long, very long...) 


We have 42 small, rural libraries, using a shared catalog and patron database, 
many standard circ settings/rules, and have a process by which a committee of 
member library directors advise on recommended policy and process. Each of our 
libraries, however, are all independent and have their own local practices, 
particularly for things like refunds. We refers to Pioneer / the director's 
advisory committee. So... 



PLS uses an action trigger to mark lost all items that are overdue past a 
certain point. This applies a lost materials bill, and various you will be 
billed $$ if the item is not returned by... and you have been billed $$ 
overdue/billing notices are sent. We also run a report that lists, for each 
library, ALL lost materials. This report includes patron info, and most 
importantly, if the lost materials bill is paid or unpaid. This report is 
cumulative, and tracks lost items forever or until the copy is deleted; so it's 
huge, but allows a certain amount of back tracking and investigation if needed. 



We recommend libraries delete copies associated with PAID bills. Item records 
are retrieved from the report, or immediately following the bill payment. That 
way, if the item makes it's way back to the library, it scans as 
mis-scan/uncataloged, the patron account is not refunded (almost none of our 
libraries issue actual refunds for paid lost materials bills, and, even when 
they do, we recommend refunds and other financial issues are handled outside of 
the ILS.) 


We recommend that libraries allow the item to go the full 
overdue-to-marked-lost route, so that everybody has all the normal overdue 
shelflists/notices/opportunities to find the items before payment. We also 
encourage libraries to work with patrons so items are not made lost/paid for 
simply so a patron can check out computer time or something (patrons are 
blocked at $5.00 in bills) and then returned the next day; and to explain their 
local lost/refund policies. 


We do NOT recommend deleting unpaid lost copies. If the item is returned, there 
is no way to go back to the patron from the item. (Although if the patron 
questions a lost item bill, there is information in the patron record.) Also, 
since the status is Lost, the copy does not display to the public via the OPAC, 
but staff using the client will see the lost status. 


However, we are in the process of considering a standard recommendation - time, 
amount of bills owed, type of bills, etc. - for deleting old lost copy records, 
and the additional step of just wiping out the associated bills (and even long 
inactive patron records...) There is a lot of concern about database clutter. 


When lost items are scanned in checkin, we recommend that staff do not force 
the checkin when a copy status lost alert displays, instead investigate the 
item to determine if the bill had been paid/unpaid. If unpaid - check it in, 
the bill reverts to the max overdue, item goes back into circulation. If paid, 
give the item back to the patron (if there, not usually the case...) or do 
whatever extra-ILS negotiation the situation warrants; then delete the lost 
copy record. Possibly add the copy back to the catalog with a new barcode. 



PLS does NOT allow (in as much as we have much control over it) re-using 
barcodes - either for new replacement copies, or the returned lost-deleted 
copy. 


Hope this is helpful, not ridiculous overkill! 


Cheers, 
Lindsay 


Lindsay Stratton 
Library Automation Services Manager 
Pioneer Library System 
2557 State Rte 21 
Canandaigua, NY 14424 
585-394-8260 x104 

Re: [OPEN-ILS-GENERAL] Deleting items that are lost or long overdue

[McCanna, Terran]

Hello Michele,

You might be interested in some development that we had done regarding Long 
Overdue items - we are not implementing it until Oct 2014, but here is an 
overview:

http://pines.georgialibraries.org/sites/default/files/files/Longoverdue-Processing.pdf


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

- Original Message -
From: Michele Morgan mmor...@noblenet.org
To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org
Sent: Monday, June 2, 2014 9:41:51 AM
Subject: [OPEN-ILS-GENERAL] Deleting items that are lost or long overdue

We are looking for the best way to handle items that are severely overdue. 
These 
are items that are overdue enough to make it unlikely they will be returned, 
but 
not overdue enough that we want to write them off and remove them from the 
records of the patrons that checked them out.

Ideally, here's how we would like these overdue items to behave:

The items should NOT appear in patron or staff catalog searches.
The item information should be visible on the patron record.
Staff should have some way to search for the item in the client.
It should be possible to check the item in should the barcode be scanned at 
Checkin.

We have looked at deleting these items, but then they can't be checked in 
normally and are no longer searchable by barcode in the staff client, so there 
is no way to find the patron record.

We have looked at unsetting the opac visible flag, but these are still visible 
in staff searches.

We have also looked at marking the items Lost and charging the patron the cost 
of the item, then deleting them. But again, they can't be checked in normally 
and are not searchable by staff.

We have encountered the problem where a long overdue item had been deleted, 
then 
was returned and reentered into the system with the same barcode. This resulted 
in an available item and a long overdue checked out item visible on the 
patron's 
record with the same barcode, which is very confusing for patrons and staff.

How do others handle these types of items?

-- 
Michele Morgan, Technical Assistant
North of Boston Library Exchange, Danvers Massachusetts
mmor...@noblenet.org

Re: [OPEN-ILS-GENERAL] Deleting items that are lost or long overdue

[McCanna, Terran]

Hi Michele,

Yes, our items remain in the system as Long Overdue. We do not delete records 
that have outstanding bills for the same reasons that have already been 
mentioned.

In an older version of the staff client, items that were not visible in the 
public OPAC were color-coded to make it easier for staff to scan through the 
search results list and ignore the ones that aren't available. I know there is 
an open launchpad bug for this requesting that the color-coding be added back 
in. 


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

- Original Message -
From: Michele Morgan mmor...@noblenet.org
To: open-ils-general@list.georgialibraries.org
Sent: Monday, June 2, 2014 11:42:22 AM
Subject: Re: [OPEN-ILS-GENERAL] Deleting items that are lost or long overdue

Hi Terran,

Thanks for sharing your documentation. We are looking forward to making use of 
the new automatic Long Overdue processing development in Release 2.5. This will 
help circulation staff in our libraries a great deal in managing long overdue 
items.

In your process, however, I'm not seeing how items that are significantly 
overdue, but never returned or paid for are handled. Do these remain in the 
system as Long Overdue?

It's these that we are struggling with. We'd rather not keep bibliographic 
records around just to hold long overdue items, and don't want items years 
overdue cluttering searches.

Thanks,
Michele

Re: [OPEN-ILS-GENERAL] Deleting items that are lost or long overdue

[McCanna, Terran]

Correction - 

My apologies, some of our libraries actually do choose to delete the records 
after significant time has passed. Evergreen retains the item info with the 
bill if this happens. 


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

- Original Message -
From: Terran McCanna tmcca...@georgialibraries.org
To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org
Sent: Monday, June 2, 2014 12:03:26 PM
Subject: Re: [OPEN-ILS-GENERAL] Deleting items that are lost or long overdue

Hi Michele,

Yes, our items remain in the system as Long Overdue. We do not delete records 
that have outstanding bills for the same reasons that have already been 
mentioned.

In an older version of the staff client, items that were not visible in the 
public OPAC were color-coded to make it easier for staff to scan through the 
search results list and ignore the ones that aren't available. I know there is 
an open launchpad bug for this requesting that the color-coding be added back 
in. 


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

- Original Message -
From: Michele Morgan mmor...@noblenet.org
To: open-ils-general@list.georgialibraries.org
Sent: Monday, June 2, 2014 11:42:22 AM
Subject: Re: [OPEN-ILS-GENERAL] Deleting items that are lost or long overdue

Hi Terran,

Thanks for sharing your documentation. We are looking forward to making use of 
the new automatic Long Overdue processing development in Release 2.5. This will 
help circulation staff in our libraries a great deal in managing long overdue 
items.

In your process, however, I'm not seeing how items that are significantly 
overdue, but never returned or paid for are handled. Do these remain in the 
system as Long Overdue?

It's these that we are struggling with. We'd rather not keep bibliographic 
records around just to hold long overdue items, and don't want items years 
overdue cluttering searches.

Thanks,
Michele

Re: [OPEN-ILS-GENERAL] staff client dev 2014-05-19 / feedback requests

[McCanna, Terran]

UI Planning:

I looked through the items listed in Sprint #1 and the only interfaces I 
noticed missing were:

Patron - Surveys (Will this not be added until the Local Admin sprint?)
Patron - Acquisition Requests (Will this not be added until the Acq sprint?)

I've asked some of our staff that are more familiar with the other interfaces 
to take a look at what you have detailed so far for the other sprints. 

Horizontal versus Vertical:

PINES is currently using the horizontal display and has been for years, but I 
suspect the decision was originally made for better display on monitors with a 
600x800 resolution. Although I'm sure there are still some of these old 
machines out there, I don't think it is reasonable to expend the time and 
effort to duplicate and maintain both layouts. I find the overall layout you've 
designed to be easily understood and I love the toggle functionality to 
show/hide the patron info. I did not immediately know what it was for (Perhaps 
a minor placement issue? Or because the left panel is not strongly visually 
distinguished from the right panel?) but now that I know what it is, I can see 
people using it a lot when working on a mobile device or a monitor with a low 
resolution.

Link Functionality:

Can I give a +100? I am really happy that you found a way to make use of the 
standard browser link functionality (My name is Terran, and I'm a 
Right-Clicker) AND integrate the multi-row select functionality with CTRL-Click 
and Shift-Click in the grids. 



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

- Original Message -
From: Bill Erickson ber...@esilibrary.com
To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org
Sent: Monday, May 19, 2014 5:00:53 PM
Subject: [OPEN-ILS-GENERAL] staff client dev 2014-05-19 / feedback requests



http://wiki.evergreen-ils.org/doku.php?id=dev:browser_staff:dev_notes#section20140519
 



I have feedback requests for patron horizontal vs. vertical display and link 
(a) behavior. 


Thanks, 


-b 

-- 


Bill Erickson 
| Senior Software Developer 
| phone: 877-OPEN-ILS (673-6457) 
| email: ber...@esilibrary.com 
| web: http://esilibrary.com 
| Equinox Software, Inc. / The Open Source Experts 

Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] browser client update for 2014-04-23

[McCanna, Terran]

Yes, very useful!


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

- Original Message -
From: Kathy Lussier kluss...@masslnc.org
To: open-ils-general@list.georgialibraries.org
Sent: Friday, May 2, 2014 11:58:02 AM
Subject: Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] browser client update for
2014-04-23


Thank you Bill! It certainly helps me! 

Kathy 
Kathy Lussier
Project Coordinator
Massachusetts Library Network Cooperative
(508) 343-0128 kluss...@masslnc.org Twitter: http://www.twitter.com/kmlussier 
On 5/2/2014 11:53 AM, Bill Erickson wrote: 







On Fri, May 2, 2014 at 10:39 AM, Bill Erickson  ber...@esilibrary.com  wrote: 








On Fri, May 2, 2014 at 10:26 AM, Kathy Lussier  kluss...@masslnc.org  wrote: 




Hi Bill, 

I apologize if this information is contained in the below links, but, if it is, 
I might just need it more clearly spelled out for me. I know the shim is 
required for offline mode and I know it is required to store local preferences 
outside of the browser. In what cases is the shim required for printing? Is it 
only in cases where a workstation shares multiple printers? If a workstation 
uses only one printer, will all of the printer preferences available in 
Evergreen today be available without the use of the shim? What about 
prompt-less printing? 




No problem, Kathy. I'll start a wiki page... 




http://evergreen-ils.org/dokuwiki/doku.php?id=dev:browser_staff:hatch:who_needs_it
 



Let me know if this does not answer all of your questions. 


-b 
-- 


Bill Erickson 
| Senior Software Developer 
| phone: 877-OPEN-ILS (673-6457) 
| email: ber...@esilibrary.com 
| web: http://esilibrary.com 
| Equinox Software, Inc. / The Open Source Experts 

Re: [OPEN-ILS-GENERAL] browser client update 2014-05-01 / feedback requested on catalog integration

[McCanna, Terran]

+1 for improving multiple workstation registration functionality!

+1 for removing the 50-patron limit on searches! (FYI, I tried to log in to 
https://bill-dev2.esilibrary.com/eg/staff/login just now to see how the paging 
looked but was unable to. I assume this is because of changes you're in the 
midst of?)

Catalog integration - There are certainly times when we want to see staff 
client info on part of the screen and the catalog on another part because we 
don't want to lose the context of what we are doing (for example, when we are 
in a patron account and we want to place a new hold for that patron without 
leaving their account). However, I don't believe it's necessary to display all 
of the things that display in the OPAC and some things could probably be 
streamlined (for instance, if I do a catalog search in my current staff client, 
the OPAC footer information appears unnecessarily). 



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

- Original Message -
From: Bill Erickson ber...@esilibrary.com
To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org, 
Evergreen Development Discussion List open-ils-...@list.georgialibraries.org
Sent: Thursday, May 1, 2014 10:40:01 AM
Subject: [OPEN-ILS-GENERAL] browser client update 2014-05-01 / feedback 
requested on catalog integration



Hi All, 


Here's another mixed bag of updates: 


http://evergreen-ils.org/dokuwiki/doku.php?id=dev:browser_staff:dev_notes 


Feedback on catalog integration appreciated. 


Thanks! 


-b 


-- 


Bill Erickson 
| Senior Software Developer 
| phone: 877-OPEN-ILS (673-6457) 
| email: ber...@esilibrary.com 
| web: http://esilibrary.com 
| Equinox Software, Inc. / The Open Source Experts 

Re: [OPEN-ILS-GENERAL] browser client update 2014-05-01 / feedback requested on catalog integration

[McCanna, Terran]

More thoughts on catalog integration...

- All the feedback I've received from our staff so far express a strong 
preference to keeping the catalog view that is in the staff client as close as 
possible to the public OPAC view.

- Although you're not working on the cataloging phase yet, catalogers switch 
back and forth between the MARC view and the catalog view of a bib record when 
creating it / working on it to make sure it will display properly when patrons 
view it through the OPAC, so please keep that in mind. 

- Staff say that in an older version of the staff client, there used to be 
visual cues on the search results to indicate when a bib record was hidden from 
the public view (because it had no copies attached, because all copies were 
lost or missing, etc.) so that staff could readily tell what they were seeing 
that patrons could not see. This was lost in one of the upgrades. Is that 
something that can be re-enabled for the browser client?


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

Re: [OPEN-ILS-GENERAL] browser client update 2014-05-01 / feedback requested on catalog integration

[McCanna, Terran]

- Although you're not working on the cataloging phase yet, catalogers 
switch back and forth between the MARC view and the catalog view of a bib 
record when creating it / working on it to make sure it will display properly 
when patrons view it through the OPAC, so please keep that in mind.


Do we see this as materially different from having the MARC view open in one 
browser tab and the catalog view open in another?  
 


I'm going to say yes, but that may depend on how it's implemented. If I were a 
cataloger working on a single bib record today in my staff client, I can switch 
between MARC View / MARC Edit / OPAC View in the same tab and as I make 
changes, those changes are immediately reflected. If I am working on several 
bib records at once, I can keep them all straight because each  record is on a 
single tab no matter which way I'm viewing it. 

If I were using the MARC view in the web client and clicked a button to view 
that record in the OPAC and it opened in a new tab, then clicked on that OPAC 
view to switch to the MARC Edit view, would it open a third tab? Or if I 
switched back to the MARC edit view to make a change and then clicked on OPAC 
View again, would it then open another new tab? Or would I have to switch to 
the tab I'd opened before and refresh it? Or would it recognize that I'd 
already opened that tab and switch to it and refresh it? See where I'm going 
with this?  It seems like it would be easy for both the staff person and the 
system to lose track of which tabs were related to each other, particularly if 
multiple records are being worked on at once.

I hope I'm thinking about this and explaining it clearly, it's been a very long 
day here! I'd welcome perspective from other staff users on all of this.


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

Re: [OPEN-ILS-GENERAL] browser client update for 2014-04-23

[McCanna, Terran]

Bill,

Sorry about the late response, I'm still catching up on my emails after a 
conference last week. 

I assume that the paper type setting you mention is the same as paper size? 
(Making sure we can accommodate different sizes of rolls here. I readily admit 
I'm unclear on what aspects of printing can be controlled from here and what 
would need to be controlled by a printer-specific driver.)

Within the current staff client in the printer config we have the scale / 
shrink to page width option - is that a configuration attribute that you can 
set up here? 


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

- Original Message -
From: Bill Erickson ber...@esilibrary.com
To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org, 
Evergreen Development Discussion List open-ils-...@list.georgialibraries.org
Sent: Wednesday, April 23, 2014 3:09:37 PM
Subject: [OPEN-ILS-GENERAL] browser client update for 2014-04-23




Today's update is all about printing: 

http://wiki.evergreen-ils.org/doku.php?id=dev:browser_staff:dev_notes 


This one is fairly dry, so reader beware, but I do pose a question in there 
about the types of print configuration attributes we need to be persisting for 
any who wish to share. 



Thanks, 


-b 


-- 


Bill Erickson 
| Senior Software Developer 
| phone: 877-OPEN-ILS (673-6457) 
| email: ber...@esilibrary.com 
| web: http://esilibrary.com 
| Equinox Software, Inc. / The Open Source Experts 

Re: [OPEN-ILS-GENERAL] Evergreen International Conference Selection Committee Announcement

[McCanna, Terran]

I'm so excited! I grew up in Oregon and lived there up until I turned *cough* 
years old, and the Gorge is breathtaking. I hope that all of the attendees will 
love it as much as I do. Everyone be sure to stop at Multnomah Falls on the way 
from Portland to Hood River for photo ops!

Also, I highly recommend we rent a bus and make an excursion to the Edgefield: 
http://www.mcmenamins.com/54-edgefield-home



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

- Original Message -
From: Amy Terlaga terl...@biblio.org
To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org
Sent: Tuesday, April 29, 2014 2:33:47 PM
Subject: [OPEN-ILS-GENERAL] Evergreen International Conference Selection
Committee Announcement


The Evergreen International Conference Selection Committee is very pleased to 
announce the 2015 Conference will be held in Hood River, Oregon. The committee 
unanimously selected the proposal submitted by Buzzy Nielsen of the Hood River 
County Library District. The Site Selection Committee consisted of Shauna 
Borger (Evergreen Indiana), Grace Dunbar (Equinox), Amy Terlaga (Bibliomation), 
Tanya Prokrym (NC Cardinal), Debbie Luchenbill (MOBIUS Consortium), and Beth 
Longwell (Sage Consortium). 


From the proposal: 
Hood River is in the heart of Columbia River Gorge National Scenic Area and the 
Mount Hood recreational area. We believe that Evergreen users, programmers, and 
enthusiasts would have a fantastic time both during the conference and on their 
down time in our beautiful, active, unique community. 


Dates of the conference will be announced soon. The plan is to hold the 
conference in May 2015. 


Submitted on behalf of the Conference Selection Committee 

-- 







+=+=+=+=+=+=+=+=+=+=+=+=+=+=+=+ 
Amy Terlaga 
Director of User Services 
Bibliomation, Inc. 
24 Wooster Avenue 
Waterbury, CT 06708 
terl...@biblio.org 

Re: [OPEN-ILS-GENERAL] Call for vote: Release Manager 2.7

[McCanna, Terran]

+1


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

- Original Message -
From: Ruth Frasur direc...@hagerstownlibrary.org
To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org
Sent: Thursday, April 24, 2014 8:52:42 AM
Subject: Re: [OPEN-ILS-GENERAL] Call for vote: Release Manager 2.7



+1 
On Apr 21, 2014 1:26 PM, Sharp, Chris  csh...@georgialibraries.org  wrote: 


+1 

- Original Message - 
 From: Jeff Godin  jgo...@tadl.org  
 To: Evergreen Discussion Group  open-ils-general@list.georgialibraries.org 
  
 Sent: Monday, April 21, 2014 12:01:45 PM 
 Subject: [OPEN-ILS-GENERAL] Call for vote: Release Manager 2.7 
 
 
 Greetings! 
 
 
 I'd like to call for a vote on Ben Shum's proposal to be Release 
 Manager for Evergreen 2.7. 
 
 
 Ben's proposal can be found in the list archives: 
 http://georgialibraries.markmail.org/thread/b23u62e6rhebjkhk 
 or 
 http://libmail.georgialibraries.org/pipermail/open-ils-general/2014-March/009738.html
  
 
 
 
 Shall we accept Ben Shum's proposal to be Release Manager for 
 Evergreen 2.7? 
 
 
 Please respond to the list as part of this thread with +1 for yes or 
 -1 for no. Feel free to include any additional brief comments, as 
 votes are not tallied by computer. 
 
 
 Detailed questions or comments would probably be appropriate in their 
 own thread, or in the existing thread surrounding the proposal 
 itself. 
 
 
 Thank you! 
 
 
 -jeff 

-- 
Chris Sharp 
PINES System Administrator 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, Georgia 30345 
(404) 235-7147 
csh...@georgialibraries.org 
http://pines.georgialibraries.org/ 

Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] browser client update for 2014-04-11

[McCanna, Terran]

Thanks, Bill!

I'm excited to see the grid design and looking forward to seeing how the status 
bar will work.


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

- Original Message -
From: Bill Erickson ber...@esilibrary.com
To: Evergreen Development Discussion List 
open-ils-...@list.georgialibraries.org, Evergreen Discussion Group 
open-ils-general@list.georgialibraries.org
Sent: Friday, April 11, 2014 2:35:58 PM
Subject: [OPEN-ILS-DEV] browser client update for 2014-04-11



Hi All, 


This is mainly just a what's going on update, though I do discuss some issues 
we're facing with un-trusted SSL certificates for those that are curious: 

http://wiki.evergreen-ils.org/doku.php?id=dev:browser_staff:dev_notes 



-b 

-- 


Bill Erickson 
| Senior Software Developer 
| phone: 877-OPEN-ILS (673-6457) 
| email: ber...@esilibrary.com 
| web: http://esilibrary.com 
| Equinox Software, Inc. / The Open Source Experts 

Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] browser client update for 2014-04-11

[McCanna, Terran]

I agree with Rogan, the previous one was more attractive but this is more 
functional. I think the paging controls, the sorting, and the 
selecting/unselecting are all very intuitive.

The only thing I see so far that will throw off users is that when I highlight 
a bit of text in preparation for copying it, the UI highlights the entire row 
and marks it selected - when I ctrl-c, it does copy just the text I 
highlighted, but the visual cues are confusing.

Should we be able to log in via mobile devices? Or is the certificate issue 
preventing this at the moment? 


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

- Original Message -
From: Bill Erickson ber...@esilibrary.com
To: Evergreen Development Discussion List 
open-ils-...@list.georgialibraries.org
Cc: Evergreen Discussion Group open-ils-general@list.georgialibraries.org
Sent: Monday, April 14, 2014 11:08:26 AM
Subject: Re: [OPEN-ILS-DEV] browser client update for 2014-04-11



Well, I've finally installed a valid cert on my test server, so it's possible 
to log in once again (now with secure WebSockets, yay). After login, go to 
Patron Search and perform a search. The search results are using the new grid. 


https://bill-dev2.esilibrary.com/eg/staff/login?ws=BR1-jupiter 



user=admin 
pass=demo123 


Note that in the patron search grid, only some columns are sortable (appear as 
links), because those are the only columns that are sortable in the server API 
for this particular interface. In these cases, where we want to have access to 
lots of columns, but only some of them are sortable on the server, we still 
have the option of performing local (visible data) sorting. Blending local and 
server-side sorting could get confusing, though, so we'll need to carefully 
consider how to handle that. 


-b 





On Mon, Apr 14, 2014 at 10:01 AM, McCanna, Terran  
tmcca...@georgialibraries.org  wrote: 


Thanks, Bill! 

I'm excited to see the grid design and looking forward to seeing how the status 
bar will work. 


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



- Original Message - 
From: Bill Erickson  ber...@esilibrary.com  
To: Evergreen Development Discussion List  
open-ils-...@list.georgialibraries.org , Evergreen Discussion Group  
open-ils-general@list.georgialibraries.org  
Sent: Friday, April 11, 2014 2:35:58 PM 
Subject: [OPEN-ILS-DEV] browser client update for 2014-04-11 



Hi All, 


This is mainly just a what's going on update, though I do discuss some issues 
we're facing with un-trusted SSL certificates for those that are curious: 

http://wiki.evergreen-ils.org/doku.php?id=dev:browser_staff:dev_notes 



-b 

-- 


Bill Erickson 
| Senior Software Developer 
| phone: 877-OPEN-ILS (673-6457) 
| email: ber...@esilibrary.com 
| web: http://esilibrary.com 
| Equinox Software, Inc. / The Open Source Experts 





-- 


Bill Erickson 
| Senior Software Developer 
| phone: 877-OPEN-ILS (673-6457) 
| email: ber...@esilibrary.com 
| web: http://esilibrary.com 
| Equinox Software, Inc. / The Open Source Experts 

Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] browser client update for 2014-04-11

[McCanna, Terran]

I'm unable to login with the default browser, but I was able to log in fine 
with the Firefox app (I'm using a Galaxy Note II running Android 4.3). The 
number of columns doesn't display well, but once I hid some of them it worked 
well. Sorting and selecting/unselecting work great, even copy and paste work 
well (and since it uses different visual cues than the desktop browser for 
displaying what you have selected to copy, it was easy to see the difference 
there). 

The only thing that caused me a problem while viewing on my phone was that the 
status bar at the bottom cut off the bottom 2 rows of my patron search results.


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

- Original Message -
From: Bill Erickson ber...@esilibrary.com
To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org
Cc: Evergreen Development Discussion List 
open-ils-...@list.georgialibraries.org
Sent: Monday, April 14, 2014 11:58:34 AM
Subject: Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] browser client update for
2014-04-11





On Mon, Apr 14, 2014 at 11:49 AM, McCanna, Terran  
tmcca...@georgialibraries.org  wrote: 


I agree with Rogan, the previous one was more attractive but this is more 
functional. I think the paging controls, the sorting, and the 
selecting/unselecting are all very intuitive. 

The only thing I see so far that will throw off users is that when I highlight 
a bit of text in preparation for copying it, the UI highlights the entire row 
and marks it selected - when I ctrl-c, it does copy just the text I 
highlighted, but the visual cues are confusing. 



Hmm, yeah, we may have to detect double-click and avoid row selection in that 
case. 



Should we be able to log in via mobile devices? Or is the certificate issue 
preventing this at the moment? 



Mobile login should work. I can't vouch for every device, but I am able to log 
in with my Nexus. 

Fair warning on the grids... To build these with the level of flexibility 
required (arbitrary column counts and column resizing being the big ones), we 
had to step outside of the Bootstrap mobile-friendly CSS and use something 
called flexbox (which is native to modern browsers) instead. This means the 
grids today are not very mobile friendly. However, flexbox is div-based and 
very *cough* flexible, so we have the option of applying mobile CSS 
specifically to the grid. 


-b 

-- 


Bill Erickson 
| Senior Software Developer 
| phone: 877-OPEN-ILS (673-6457) 
| email: ber...@esilibrary.com 
| web: http://esilibrary.com 
| Equinox Software, Inc. / The Open Source Experts 

Re: [OPEN-ILS-GENERAL] Items not checking in?

[McCanna, Terran]

Most of those alerts are important, are they not? It's been a little while, but 
when I've covered Circ and done check-ins, I don't recall getting anything that 
I regarded as an unnecessary alert - I only recall things that required some 
sort of staff action such as routing, printing hold slips, etc. If alerts were 
suppressed, wouldn't that cause far more staff error?


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

- Original Message -
From: Jason Etheridge ja...@esilibrary.com
To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org
Sent: Monday, April 14, 2014 4:02:49 PM
Subject: Re: [OPEN-ILS-GENERAL] Items not checking in?

 Evergreen has lots of alerts - we tracked them for a week once.

One thing I want to mention is that it was an intentional design
decision that certain workflows got halted by pop-up alerts, and
there was a great fear of users accidentally scanning through an
alert without noticing.

It seems like we've been slowly trying to mitigate the consequences of
that decision, for example, with the menu option Checkin
Modifiers-Ignore Pre-cataloged Items and the experimental Fast Entry
(Asynchronous) checkbox, and culminating in the Suppress
popup-dialogs during check-in library setting.

It may be time to rethink this behavior from the ground-up, or at the
very least, better document it (I had forgotten all about that library
setting, despite having wrote it, and I bet a lot of folk would love
to have it enabled).

-- 
Jason Etheridge
| Support Manager
| Equinox Software, Inc. / The Open Source Experts
| phone: 1-877-OPEN-ILS (673-6457)
| email: ja...@esilibrary.com
| web: http://www.esilibrary.com

Re: [OPEN-ILS-GENERAL] Items not checking in?

[McCanna, Terran]

Yes, I can see why Lost and Missing probably wouldn't need an alert in our 
workflow either. Perhaps future development down the road could use color 
coding instead of popup alerts on the check-in screen for some of these types 
of alerts that don't require staff action? Something to think about.

I like the use of Check Parts for books that include CDs because that's so easy 
to miss when checking in otherwise. 


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

- Original Message -
From: Buzzy Nielsen bu...@hoodriverlibrary.org
To: open-ils-general@list.georgialibraries.org
Sent: Monday, April 14, 2014 4:32:40 PM
Subject: Re: [OPEN-ILS-GENERAL] Items not checking in?


There are a few popups that we've deemed unnecessary. For instance, there's a 
pop up that appears at checkin for a bad status, requiring staff to affirm 
that they do indeed want to check in the item. Two of those statuses are Lost 
and Missing. Our staff honestly couldn't come up with any reason why we 
wouldn't want to check in items with those two statuses, at least not given our 
workflow and processes. 

Another (admittedly self-inflicted) example are the check parts notices some 
of our consortium members use. Oh, how happy would we be to convince our fellow 
libraries not to use those ... 

Anyway, this is all to say that those messages do indeed slow down work flow, 
and they can be painfully slow to pop up on older computers. Fortunately, all 
of our equipment is pretty new, but I know our smaller libraries can have 
issues with the speed as they have the double hit of slow hardware and slow 
connections. 

Cheers! 
Buzzy 


 
Library Director 
Hood River County Library District 
502 State Street 
Hood River, Oregon 97031 
541-387-7062 
http://hoodriverlibrary.org 

On 04/14/2014 01:12 PM, McCanna, Terran wrote: 


Most of those alerts are important, are they not? It's been a little while, but 
when I've covered Circ and done check-ins, I don't recall getting anything that 
I regarded as an unnecessary alert - I only recall things that required some 
sort of staff action such as routing, printing hold slips, etc. If alerts were 
suppressed, wouldn't that cause far more staff error?


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

Re: [OPEN-ILS-GENERAL] Items not checking in?

[McCanna, Terran]

 MassLNC had recently come up with some development requirements 
 (http://masslnc.cwmars.org/node/2764) that would give Evergreen sites more 
 granular control over which alerts display.

Great! I add my vote to revisiting that once the web client is complete. 


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

Re: [OPEN-ILS-GENERAL] Items not checking in?

[McCanna, Terran]

Agreed. Staff going too fast and not watching the screen has been an issue with 
every ILS in every library I've ever worked at, and it's not surprising if 
they're at the desk because they are so often trying to multitask. I've worked 
several places (some using Evergreen, some using those OTHER ILSes) that had a 
standard policy of checking in every cart of books twice (usually once as they 
were turned in, then again checking a whole cart before shelving) to catch 
things that were missed the first time. 


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

- Original Message -
From: Elisabeth Keppler keppl...@forsyth.cc
To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org
Sent: Friday, April 11, 2014 1:59:37 PM
Subject: Re: [OPEN-ILS-GENERAL] Items not checking in?


Our cases of check-ins not going through seem to be almost always because staff 
was going faster than Evergreen could handle. Because of the beep, they think 
the scan was accepted and aren't always as vigilant about watching the screen 
as they could be. This has also happened at check-out. The result of that, of 
course, is that the catalog thinks the item is still on the shelf and it 
doesn't appear on the patron's record at all. Joan's suggestion of disabling 
the beep sounds like a winner. 


Re pre-cats, we don't allow staff to use them. If a patron brings an item to 
the desk that isn't in the catalog, we try to find another copy for them but 
don't let them check out the copy in their hands until it can be added to the 
system. 


Lise 


-- 

Lise Keppler 
Forsyth County Public Library 

660 W 5th St 
Winston Salem NC 27101 
336-703-3070 

Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] browser staff feedback request / integration

[McCanna, Terran]

Every system has a few. The Closers is fantastic. For our users, I plan on 
recommending that the staff members that have trouble switching back and forth 
and that are intimidated by the new interface should just stick with the 
existing staff client when they are busy and practice using the web interface 
when they are not so busy until they get used to it. Any sort of change is 
going to require a certain amount of training, and I feel that this approach 
gives libraries more control over how and when they get their staff up to 
speed. 

And, depending on how workflow is set up at a branch, sometimes you will find 
yourself doing a simple repeated task over and over a hundred times and there 
won't be a lot of switching back and forth (checking in books from a holiday 
weekend, routing holds, etc.)




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

- Original Message -
From: Dan Wells d...@calvin.edu
To: Evergreen Development Discussion List 
open-ils-...@list.georgialibraries.org, Evergreen Discussion Group 
open-ils-general@list.georgialibraries.org
Sent: Monday, April 7, 2014 5:32:12 PM
Subject: Re: [OPEN-ILS-DEV] [OPEN-ILS-GENERAL] browser staff feedback request / 
integration




I’m fine with the decision and consensus, but want to add one thing. I’ve met a 
fair number of users who have a difficult time managing multiple windows in an 
ongoing way (call them “the closers”). We obviously don’t have any such folks 
responding to this thread, but I think we should be open to such feedback 
(should it come) and possibly reconsider this decision if necessary. 



Dan 






Daniel Wells 

Library Programmer/Analyst 

Hekman Library, Calvin College 

616.526.7133 



From: open-ils-dev-boun...@list.georgialibraries.org 
[mailto:open-ils-dev-boun...@list.georgialibraries.org] On Behalf Of Bill 
Erickson 
Sent: Monday, April 07, 2014 1:20 PM 
To: Evergreen Discussion Group 
Cc: Evergreen Development Discussion List 
Subject: Re: [OPEN-ILS-DEV] [OPEN-ILS-GENERAL] browser staff feedback request / 
integration 










Agreed on fleshing out modules on a workflow-by-workflow basis as much as 
possible. This is one area where user testing early in the process can really 
pay off. 





So, I think it's safe to say we have a consensus on avoiding the XUL/mixed 
integration path entirely. From a development perspective, this is certainly a 
relief. 





-b 




-- 



Bill Erickson 


| Senior Software Developer 


| phone: 877-OPEN-ILS (673-6457) 


| email: ber...@esilibrary.com 


| web: http://esilibrary.com 


| Equinox Software, Inc. / The Open Source Experts