[OPEN-ILS-GENERAL] Job posting: Digital Infrastructure and Discovery Librarian

2015-02-27 Thread Melissa Belvadi
The University of Prince Edward Island, Canada, invites applications for a
permanent track Librarian position to oversee the Library’s digital
infrastructure, metadata and discovery services, and to provide research,
instruction, and collection development support. More details are available
at:

http://www.upei.ca/hr/competition/01a15


​[apologies for cross-posting]​

-- 
Melissa Belvadi
Collections Librarian
University of Prince Edward Island
mbelv...@upei.ca 902-566-0581


[OPEN-ILS-GENERAL] Connecting circ transactions to changing patron profile

2011-11-18 Thread Melissa Belvadi
Hi, all.

We are an academic library who also offers public memberships to members
of the community, with somewhat more restricted borrowing privileges than
students have.  When students graduate, they are automatically converted to
the public profile (literally changing their profile code in actor.usr)
via batch update.  They keep the same barcode/id#, not assigned new cards,
and thus the same id# in Evergreen. We currently have no expiration on
public memberships and no procedure for doing so yet.

We are now faced with wanting to know how many active members of the
public we have, defining active as users who have had some circ
transaction activity within the last three years.

The problem is that so far as I can tell, there is no record in the
Evergreen tables as to when a user's profile code is changed. So if I just
look in actor.usr at everyone who is a member of the public profile as of
this moment, and find all of the transactions within the last 3 years in
action.circulation that are connected to those users (a very simple sql
query), I'll get mostly students who graduated within the last three years,
whose circ activity took place when they were students, not as members of
the public.

Am I missing something? Is there a table/field somewhere that can help me
join so that I only retrieve those circ transactions that were done by
users who were in the public profile *at the time of the transaction*
regardless of what that same user's profile assignment is at the time I'm
running the query?


Thanks for any help!

-- 
Melissa Belvadi
User Experience  Collections Librarian
University of Prince Edward Island
mbelv...@upei.ca 902-566-0581


[OPEN-ILS-GENERAL] ***SPAM*** A holdings-sort question and a holds question

2011-03-27 Thread Melissa Belvadi

Hello, all. 

First I should note for those who know us at UPEI and haven't heard
yet, Grant Johnson has left us for a very nice position working for the
PEI provincial government. So we might ask an occasional newbie question
here now. 

Holdings question: 
We're on 1.6.0.4, planning to go to 2.0 this summer. 
We've modified our holdings list on full bibs to be one line per item,
like Michigan's. 
We'd like the holdings list on the full bib record display to sort by
due date, most recent first (with available/no due date at the top). 

Is this possible in 1.6?  
If not, is it possible in 2.0? 

Holds question: 
Is it possible to set the hold expire time for one specific item (or a
specific location) to a different period than the rest of the
collection? 
If so, where do we set it? 
Our normal hold period is a week, but we want to start circulating some
kindles and only want them to sit on the holdshelf at most 2 days before
moving to the next person in the hold queue. We have created a separate
asset.copy.location for the kindles, if that helps.   

I should also mention that our current configuration for most things is
pretty legacy, in that any circ settings that were not in the database
(but are in flat config files on the server) in 1.2 have not been
migrated to the database yet. So for instance, when I go in the SC to
Admin - Local Admin - Hold Policies, I see nothing there. 


Thanks for any help you can give! 

---
Melissa Belvadi
Emerging Technologies  Metadata Librarian
University of Prince Edward Island
mbelv...@upei.ca
902-566-0581 





[OPEN-ILS-GENERAL] How do your catalogers handle the 008 bib create date?

2010-11-12 Thread Melissa Belvadi




Hi, all,  

The new bib record template system hardcodes a particular date in an
xml file for the 008 positions 00-05 (yymmdd of the date you created the
record, per http://www.loc.gov/marc/bibliographic/bd008a.html ). 
You can leave it blank in the template, or put in a particular yymmdd,
but apparently can't do anything to make it automatically stick in
today's date without some local custom coding. 
So I'm wondering what all the Evergreen catalogers are doing out there
with this. 
Do you: 
1. leave it blank? 
2. leave an old date in the template xml and hand-change it with every
new record you create? 
3. did you do some custom coding locallly (eg maybe involving a cron
job) to modify the xml every day? 
4. other 


Thanks for sharing your practice on this! 


Re: [OPEN-ILS-GENERAL] MARC for electronic resources

2010-09-30 Thread Melissa Belvadi

I recommend you seriously consider using the source option that Dan
listed. 
To give you more detail, every bib record has attached to it a field
called the source. 
There's a table that lists all of the possible sources (you can add
more as needed), and for each one, whether it is transcendent or not.

Transcendent simply means that the record will be visible in the OPAC
without any items attached and even if you haven't added anything extra
to the 856. 
So, for instance, for our ebooks, we have a special source which is
set to transcendent, and when we add ebook records, we change the source
from the default to this other source. 
I just find this a cleaner option from a cataloguing perspective than
adding a subfield to the 856. 

Very recently, we (UPEI) had the wonderful Dan Scott add two things to
make this much easier - the ability to modify the source in the staff
client on a per-record basis, and a fix to the Vandeley (Batch import)
so that the source pulldown there actually worked. 

Dan, is that code out there for Mary to use in her system yet? 

FYI, the table in question is config.bib_source for your SQL people,
and the bib field that references it is biblio.record_entry.source. 

Melissa Belvadi 




---
Melissa Belvadi
Emerging Technologies  Metadata Librarian
University of Prince Edward Island
mbelv...@upei.ca
902-566-0581 



 On 9/29/2010 at 11:02 AM, in message 4CA34A0A.D6C : 92 : 60780,
Mary Llewellyn mllew...@biblio.org wrote:


Ah, that's disappointing. The display of multiple 856s will be ugly and
confusing to the library patrons.

Thanks for the reply.

Mary


At 08:58 AM 9/29/2010, you wrote:



Quoting Mary Llewellyn mllew...@biblio.org:




Jumping in here with a question about adding subfield 9. If we have 
more than one library subscribed to an e-resource, can we add 
multiple subfields 9 to a single 856 to display the bib in each of 
those libraries' public catalogs?  

You can add multiple 856 tags. IIRC they are repeatable.

Also, in checking the code, it looks like you're expected to add 
multiple 856s, one for each holding library.

Also, in 2.0 at least, the shortname can go in a subfield 9, w, or n.

HtH,
Jason Stephenson
Merrimack Valley Library Consortium







Sent from my iPad

On Sep 28, 2010, at 9:30 PM, Dan Scott d...@coffeecode.net wrote:




On Tue, Sep 28, 2010 at 05:13:03PM -0500, Deanna  Frazee wrote:



Thanks Dan,

It makes sense.  But my problem is that the MARC record is not
displaying at all in the public catalog.  I'm assuming this is because
there is no holding record, but perhaps I'm wrong?  

There are three ways a record can be made visible in the public
catalogue:
 * Set the record source to a transcendent source
 * Add a copy with a visible status in a visible copy location in a
   visible library
 * (As of 1.6) add an 856, first indicator 4, second indicator 0,
   with a $9 subfield with a value matching a shortname in your
   search scope

If your record isn't displaying in the public catalog, and you have an
856 40 $9 SHORTNAME in the record, then perhaps something else is
wrong
with the record or your configuration. At this point, without a
concrete
example, there's not much I can do to help diagnose the problem
further.   

 

Mary Llewellyn

Mary Llewellyn
Database Manager
Bibliomation, Inc.
Middlebury, CT  

mllew...@biblio.org 


[OPEN-ILS-GENERAL] ***SPAM*** Re: MARC for electronic resources

2010-09-30 Thread Melissa Belvadi

Elizabeth, hi. You might want to look at the redesign we did recently
(Dan Scott did, following the work of another library), on our Holdings
area. 
I'm not sure if it answers all of your concerns, but it greatly cleans
up the copy area, and we changed the wording of the no copies message
to instead direct them to find the 856 link or other local holdings note
above. 

example:
http://islandpines.roblib.upei.ca/opac/en-CA/skin/roblib/xml/rdetail.xml?r=813898ol=4t=ebrary%20nursingtp=keywordl=4d=2hc=196rt=keyword


Melissa Belvadi 


 On 9/30/2010 at 10:08 AM, in message
4ca4826d.86cb.008...@groupwise.upei.ca, Elizabeth Thomsen
e...@noblenet.org wrote:



Those sound like great enhancements for managing transcendence!

We have a couple of other questions about electronic resources in the
catalog.  Is there any way to suppress the whole copy display area?
That
would be the View copy information for all libraries link, the
column
headings for copy information, the statement There are no copies in
this location when, of course, there are -- they just aren't physical
copies.

Also, is there a way to lose the Place Hold link on these?

Thanks in advance for any suggestions!

On 9/30/2010 8:34 AM, Melissa Belvadi wrote:


 I recommend you seriously consider using the source option that
Dan
 listed.

 To give you more detail, every bib record has attached to it a field
 called the source.

 There's a table that lists all of the possible sources (you can add
more
 as needed), and for each one, whether it is transcendent or not.

 Transcendent simply means that the record will be visible in the
OPAC
 without any items attached and even if you haven't added anything
extra
 to the 856.

 So, for instance, for our ebooks, we have a special source which
is
 set to transcendent, and when we add ebook records, we change the
source
 from the default to this other source.

 I just find this a cleaner option from a cataloguing perspective
than
 adding a subfield to the 856.


 Very recently, we (UPEI) had the wonderful Dan Scott add two things
to
 make this much easier - the ability to modify the source in the
staff
 client on a per-record basis, and a fix to the Vandeley (Batch
import)
 so that the source pulldown there actually worked.


 Dan, is that code out there for Mary to use in her system yet?


 FYI, the table in question is config.bib_source for your SQL people,
and
 the bib field that references it is biblio.record_entry.source.


 Melissa Belvadi





 ---
 Melissa Belvadi
 Emerging Technologies  Metadata Librarian
 University of Prince Edward Island
 mbelv...@upei.ca
 902-566-0581



   On 9/29/2010 at 11:02 AM, in message 4CA34A0A.D6C : 92 :
60780,
 Mary Llewellyn mllew...@biblio.org wrote:

 Ah, that's disappointing. The display of multiple 856s will be ugly
and
 confusing to the library patrons.

 Thanks for the reply.

 Mary


 At 08:58 AM 9/29/2010, you wrote:

 Quoting Mary Llewellyn mllew...@biblio.org:

 Jumping in here with a question about adding subfield 9. If we
have
 more than one library subscribed to an e-resource, can we add
 multiple subfields 9 to a single 856 to display the bib in each of
 those libraries' public catalogs?


 You can add multiple 856 tags. IIRC they are repeatable.

 Also, in checking the code, it looks like you're expected to add
 multiple 856s, one for each holding library.

 Also, in 2.0 at least, the shortname can go in a subfield 9, w, or
n.

 HtH,
 Jason Stephenson
 Merrimack Valley Library Consortium




 Sent from my iPad

 On Sep 28, 2010, at 9:30 PM, Dan Scott d...@coffeecode.net wrote:

 On Tue, Sep 28, 2010 at 05:13:03PM -0500, Deanna Frazee wrote:

 Thanks Dan,

 It makes sense. But my problem is that the MARC record is not
 displaying at all in the public catalog. I'm assuming this is
because
 there is no holding record, but perhaps I'm wrong?


 There are three ways a record can be made visible in the public
 catalogue:
 * Set the record source to a transcendent source
 * Add a copy with a visible status in a visible copy location in
a
 visible library
 * (As of 1.6) add an 856, first indicator 4, second indicator 0,
 with a $9 subfield with a value matching a shortname in your
 search scope

 If your record isn't displaying in the public catalog, and you
have an
 856 40 $9 SHORTNAME in the record, then perhaps something else is
wrong
 with the record or your configuration. At this point, without a
concrete
 example, there's not much I can do to help diagnose the problem
 further.


 Mary Llewellyn

 Mary Llewellyn
 Database Manager
 Bibliomation, Inc.
 Middlebury, CT

 mllew...@biblio.org



--
Elizabeth Thomsen, Member Services Manager
NOBLE: North of Boston Library Exchange
26 Cherry Hill Drive
Danvers MA 01923
Blog: http://www.noblenet.org/ethomsen/
E-mail: e...@noblenet.org



[OPEN-ILS-GENERAL] ***SPAM*** Re: SQL Repository?

2009-10-03 Thread Melissa Belvadi
I agree with Dan about it being pretty broad. But there might be some basic 
samples that we could share, to offer best practices.
For instance, when crossing tables, there are two ways - to use join or two 
use explicit ands to connect the corresponding columns.
I've done it both ways but notice that when we get sql scripts from Equinox, 
they always use the join syntax, so I'm starting to switch.
Maybe the first thing to establish is whether the intent is to provide complex 
canned scripts for common functions run regularly, like Conifer's perl scripts, 
or shorter examples that help to demonstrate the relational structure of the 
tables for use in making quick one-off queries in something like pgadmin.
Amy, I'd be happy to send you some examples of the latter, if you give me your 
email address.
 
Melissa Belvadi
 
 

---
Melissa Belvadi
Emerging Technologies  Metadata Librarian
University of Prince Edward Island
mbelv...@upei.ca 
902-566-0581

 Dan Scott d...@coffeecode.net 10/2/2009 5:48 PM 
2009/10/2 Amy Terlaga terl...@biblio.org:
 Hi all—



 We’re just getting our feet wet with writing SQL scripts for our Evergreen
 test server, so I was wondering, and I apologize if this has already been
 asked . . .



 Is there some central repository, maybe a wiki or a website, which houses
 SQL queries that have already been written by other Evergreen sites?

http://svn.open-ils.org/trac/ILS-Contrib would be one good place to
establish such a repository, although SQL scripts is a very broad
category.

There are some scripts that we run in Conifer at
http://svn.open-ils.org/trac/ILS-Contrib/browser/conifer/trunk/tools/daily-scripts
 
for example.

What goals are you hoping to use these scripts to accomplish?



[OPEN-ILS-GENERAL] how to copy-and-paste marc tag with subfields from other software?

2009-09-28 Thread Melissa Belvadi
Hello. I want to have a workflow that involves having student assistants
who write up 505 formatted notes fields, using the $t and $r subfields,
in email and send them to our copy cataloguer for copy-and-pasting into
the appropriate record. The intent is to not have the students
assistants have access to the full cataloguing client, for training and
record integrity reasons, but not to make the copy cataloguer have to
copy and paste every single subfield of a long table of contents piece
by piece.
 
Is there any way to do this? Obviously, using a literal $ character
won't work. Is there any character that could be used in email, either
directly or in a binary attachment like a Word document, that would?
 
If not, are there any plans for upcoming versions to improve on the
whole field copy and paste functionality including this problem of
handling subfield markers?
 
Thanks!
 
 
 
 

---
Melissa Belvadi
Emerging Technologies  Metadata Librarian
University of Prince Edward Island
mbelv...@upei.ca 
902-566-0581


[OPEN-ILS-GENERAL] question about relevance - mult eds of same book not in most recent order

2009-09-02 Thread Melissa Belvadi
Hi, all.
 
We've noticed no apparent pattern to how the relevance in 1.4 sorts books that 
are multiple editions of the same book.
 
For instance, we choose to keep many older editions of veterinary textbooks in 
our role as the primary veterinary college library in our region.
We have all 6 editions of Textbook of internal veterinary medicine: diseases 
of the dog and cat, the 6th ed being 2005, and on back to the first edition 
being 1975.
With the default relevance ranking, a keyword search on Textbook of 
veterinary internal medicine diseases of the dog and cat
results in the 6th coming up first, but the rest are in the order (by ed# going 
down) 3, 2, 4, 5, 1.
 
A title search is much worse, coming up in the order 3, 2, 1, 4, 5, 6.
 
I would suggest that it is very likely that patrons would consider the most 
recent edition to be the most relevant.
 
Is this something that we can change locally, or something we'll see changed in 
1.6, or can we suggest it as an enhancement for a future update?
 
Thanks!
 
 
 
 

---
Melissa Belvadi
Emerging Technologies  Metadata Librarian
University of Prince Edward Island
mbelv...@upei.ca 
902-566-0581


[OPEN-ILS-GENERAL] opensrf as fed search target?

2009-08-24 Thread Melissa Belvadi
Sorry for a dumb question, but is it appropriate to ask a federated search 
vendor to create a target connector for our EG 1.4 catalogue using OpenSRF 
instead of Z39.50? 
Or is OpenSRF only good for passing information about known items?
 
If it does make sense, can someone send me a pointer that I can send to our fed 
search vendor for more information?
 
Thanks!
 
 
 
 

---
Melissa Belvadi
Emerging Technologies  Metadata Librarian
University of Prince Edward Island
mbelv...@upei.ca 
902-566-0581


Re: [OPEN-ILS-GENERAL] how to attach note to a copy as it goesoutwith override?

2009-08-19 Thread Melissa Belvadi
Yes, it's somewhat infrequent, maybe a handful of times per semester, and also 
the check-out is being done by someone who doesn't normally do circ stuff - 
generally, a reference librarian.
 
Putting Edit Alert Message as a choice as you describe, particularly in the  
Items Out and Check In's 'Actions' menus seems like a very nice solution.
How difficult is it to add that? I assume this would be a special coding 
request, but perhaps also worth adding to the main code base.
 
I know what you mean about Fake accounts, but in this case we need something 
that is easy enough that the reference librarians would be willing to use it 
rather than just keep doing what they're doing now, which is to ignore the circ 
system completely and just leave pieces of paper taped around the reference 
desk noting the book and borrower (shudder!). I really want to move this into 
the system not only for fines/overdues, but also just so the opac indicates the 
item isn't available so patrons don't waste time searching for it on the shelf.
 
Aside from our particular context, would other libraries find it useful to have 
an easier way to edit item Alert Messages on checkout and checkin?
 
Melissa
 

---
Melissa Belvadi
Emerging Technologies  Metadata Librarian
University of Prince Edward Island
mbelv...@upei.ca 
902-566-0581

 Jason Etheridge ja...@esilibrary.com 8/16/2009 2:39 PM 
On Sun, Aug 16, 2009 at 8:58 AM, Melissa Belvadimbelv...@upei.ca wrote:
 Well, the specific situation is that we sometimes need to checkout
 materials, esp. reference materials, to someone who isn't in the borrower
 database (and isn't going to be added).

Ah, so it sounds like an infrequent thing?  In that case, we might
better be served with a simple Actions - Edit Alert Message menu
option in the Items Out and Item Status and Holdings Maintenance
interfaces.  Have that wrapped in a specific permission and staff
won't need to go through the heavier Item Attribute Editor.

I worry about fake accounts though.  They almost always make me think
some specific and better workflow should be implemented.  Perhaps in
this case you could put the item in a Copy Bucket and still set an
alert message.  But then, you still want to be able to charge fines
and/or know when the item is overdue, eh?

-- 
Jason Etheridge
| VP, Tactical Development
| Equinox Software, Inc. / The Evergreen Experts
| phone:  1-877-OPEN-ILS (673-6457)
| email:  ja...@esilibrary.com 
| web:  http://www.esilibrary.com