Re: [OPEN-ILS-GENERAL] Library setting: GUI: Hide these fields within the Item Attribute Editor.

[Morgan, Michele]

A little digging reveals that the holdings editor defaults are stored in
the user setting *cat.copy.defaults *

Here is the *value *of that setting for a staff user:

{"auto_gen_barcode":false,"barcode_checkdigit":false,"copy_notes":true,"show_vol_template_controls":true,"copy_tags":true,"statcats":true,"attributes":{"deposit":false,"location":true,"deposit_amount":false,"loan_duration":true,"status":true,"mint_condition":false,"floating":true,"opac_visible":true,"circ_lib":true,"holdable":true,"cost":true,"price":true,"circ_as_type":false,"alerts":true,"circulate":true,"fine_level":true,"circ_modifier":true,"age_protect":true,"ref":true}}

Since user settings can be turned into org unit settings, you could
potentially do this globally.

You would need to add a row in the *config.org_unit_setting_type *table
with the name *cat.copy.defaults*

Then add a row to *actor.org_unit_setting* with name=cat.copy.defaults,
org_unit=1and value = the string (like above) specifying the fields to be
hidden

User settings would override this, but it should give you a baseline.

I haven't tested this, but will give it a try on a test server when I have
a chance.
--
Michele M. Morgan, Technical Support Analyst
North of Boston Library Exchange, Danvers Massachusetts
mmor...@noblenet.org



On Thu, Aug 20, 2020 at 11:21 AM Floyd, Angelia Lynn 
wrote:

> There is a bug report about the missing tab in the Local Administration
> Menu for the Holdings Template Editor.
>
> https://bugs.launchpad.net/evergreen/+bug/1892381
>
>
>
> Now for the bug about not being able to set these Globally.
>
>
>
> -
> Lynn Floyd
> MIS Supervisor
>
> Indiana State Library
> 317-232-3290
> lflo...@library.in.gov
>
>
>
> *From:* Open-ils-general <
> open-ils-general-boun...@list.georgialibraries.org> *On Behalf Of *Floyd,
> Angelia Lynn
> *Sent:* Thursday, August 20, 2020 11:10 AM
> *To:* Evergreen Discussion Group <
> open-ils-general@list.georgialibraries.org>
> *Subject:* Re: [OPEN-ILS-GENERAL] Library setting: GUI: Hide these fields
> within the Item Attribute Editor.
>
>
>
>  This is an EXTERNAL email. Exercise caution. DO NOT open attachments
> or click links from unknown senders or unexpected email. 
> --
>
> The one place they are consistently is with the Holdings Template Editor
> within the Holdings Editor.
>
>
>
> This has to be set per workstation, there has not been anywhere I can find
> to set this globally currently.
>
>
>
> This is also depending on which version of Evergreen you are using.  In
> 3.2 and before there was a default tab with in the Holdings Template Editor
> in Local Administration.
>
> In 3.3 + the default tab is only there when you access the Template Editor
> with in the Holdings Editor.
>
>
> I am placing a Bug report about this as we discuss this.
>
>
>
> -
> Lynn Floyd
> MIS Supervisor
>
> Indiana State Library
> 317-232-3290
> lflo...@library.in.gov
>
>
>
> *From:* Open-ils-general <
> open-ils-general-boun...@list.georgialibraries.org> *On Behalf Of *Morgan,
> Michele
> *Sent:* Thursday, August 20, 2020 10:16 AM
> *To:* Evergreen Discussion Group <
> open-ils-general@list.georgialibraries.org>
> *Subject:* Re: [OPEN-ILS-GENERAL] Library setting: GUI: Hide these fields
> within the Item Attribute Editor.
>
>
>
>  This is an EXTERNAL email. Exercise caution. DO NOT open attachments
> or click links from unknown senders or unexpected email. 
> --
>
> Thanks for clarifying that Lynn!
>
>
>
> So where are those settings stored now? I don't see any workstation
> settings jump out at me.
>
> --
>
> Michele M. Morgan, Technical Support Analyst
>
> North of Boston Library Exchange, Danvers Massachusetts
>
> mmor...@noblenet.org
>
>
>
>
>
>
>
> On Thu, Aug 20, 2020 at 9:49 AM Floyd, Angelia Lynn <
> lflo...@library.in.gov> wrote:
>
> The setting in the Library Setting are from the XUL client and do not
> transfer to the Web Client.  In the Web Client you can set those up using
> the Holdings Template Editor.
>
>
>
>
>
> -
> Lynn Floyd
> MIS Supervisor
>
> Indiana State Library
> 317-232-3290
> lflo...@library.in.gov
>
>
>
> *From:* Open-ils-general <
> open-ils-general-boun...@list.georgialibraries.org>

Re: [OPEN-ILS-GENERAL] Library setting: GUI: Hide these fields within the Item Attribute Editor.

[Morgan, Michele]

Thanks Ruth,

But what I really meant to ask is where in the database (or hatch? or
browser storage?) the preferences are stored.

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



On Thu, Aug 20, 2020 at 10:49 AM Frasur, Ruth 
wrote:

> These are in the holdings template editor under the “defaults” tab.
>
>
>
> Ruth Frasur
>
> *Evergreen Development and Support Administrator*
>
> Indiana State Library
>
> 140 N. Senate Ave.
>
> Indianapolis, IN 46204
>
> (317) 460-7556
>
>
>
> *From:* Open-ils-general <
> open-ils-general-boun...@list.georgialibraries.org> *On Behalf Of *Morgan,
> Michele
> *Sent:* Thursday, August 20, 2020 10:16 AM
> *To:* Evergreen Discussion Group <
> open-ils-general@list.georgialibraries.org>
> *Subject:* Re: [OPEN-ILS-GENERAL] Library setting: GUI: Hide these fields
> within the Item Attribute Editor.
>
>
>
>  This is an EXTERNAL email. Exercise caution. DO NOT open attachments
> or click links from unknown senders or unexpected email. 
> --
>
> Thanks for clarifying that Lynn!
>
>
>
> So where are those settings stored now? I don't see any workstation
> settings jump out at me.
>
> --
>
> Michele M. Morgan, Technical Support Analyst
>
> North of Boston Library Exchange, Danvers Massachusetts
>
> mmor...@noblenet.org
>
>
>
>
>
>
>
> On Thu, Aug 20, 2020 at 9:49 AM Floyd, Angelia Lynn <
> lflo...@library.in.gov> wrote:
>
> The setting in the Library Setting are from the XUL client and do not
> transfer to the Web Client.  In the Web Client you can set those up using
> the Holdings Template Editor.
>
>
>
>
>
> -
> Lynn Floyd
> MIS Supervisor
>
> Indiana State Library
> 317-232-3290
> lflo...@library.in.gov
>
>
>
> *From:* Open-ils-general <
> open-ils-general-boun...@list.georgialibraries.org> *On Behalf Of *Mary
> Llewellyn
> *Sent:* Wednesday, August 19, 2020 8:29 PM
> *To:* Evergreen Discussion Group <
> open-ils-general@list.georgialibraries.org>
> *Subject:* [OPEN-ILS-GENERAL] Library setting: GUI: Hide these fields
> within the Item Attribute Editor.
>
>
>
>  This is an EXTERNAL email. Exercise caution. DO NOT open attachments
> or click links from unknown senders or unexpected email. 
> --
>
> Hi,
>
>
>
> I'm intrigued by this library setting. It would be useful to set this up
> for our libraries to hide fields we don't use instead of counting on
> library staff to remember to uncheck the fields in the Volume Copy Editor
> on the Defaults tab, workstation by workstation.
>
>
>
> We had an incident where a staff member didn't hide/disable the Deposit
> Amount field and accidentally put the price of the item in that field
> instead of in the price field, then was weirded out by an error message
> that popped up when trying to circulate the item. If I could get the
> library setting to work, we'd avoid situations like this.
>
>
>
> The instructions for this setting say " This setting may be best
> maintained with the dedicated configuration interface within the Item
> Attribute Editor. However, here it shows up as comma separated list of
> field identifiers to hide. "
>
>
>
> The documentation Chapter 14 Settings Overview says, " Sets which fields
> in the Item Attribute Editor to hide in the staff client." and adds " This
> is useful to hide attributes that are not used.
> http://docs.evergreen-ils.org/reorg/3.1/staff_client_admin/_settings_overview.html
>
>
>
> Where I'm lost is the text of the field identifiers to enter. I've tried
> column names from asset.copy, but have had no luck.
>
>
>
> Also, can I set this consortium wide, or do I need to set it library by
> library?
>
>
>
> I appreciate any guidance.
>
>
>
> Mary
>
>
> --
>
> Mary Llewellyn
>
> Database Manager
>
> Bibliomation, Inc.
>
> 24 Wooster Ave.
>
> Waterbury, CT 06708
>
> mllew...@biblio.org
>
>

Re: [OPEN-ILS-GENERAL] Library setting: GUI: Hide these fields within the Item Attribute Editor.

[Morgan, Michele]

Thanks for clarifying that Lynn!

So where are those settings stored now? I don't see any workstation
settings jump out at me.
--
Michele M. Morgan, Technical Support Analyst
North of Boston Library Exchange, Danvers Massachusetts
mmor...@noblenet.org



On Thu, Aug 20, 2020 at 9:49 AM Floyd, Angelia Lynn 
wrote:

> The setting in the Library Setting are from the XUL client and do not
> transfer to the Web Client.  In the Web Client you can set those up using
> the Holdings Template Editor.
>
>
>
>
>
> -
> Lynn Floyd
> MIS Supervisor
>
> Indiana State Library
> 317-232-3290
> lflo...@library.in.gov
>
>
>
> *From:* Open-ils-general <
> open-ils-general-boun...@list.georgialibraries.org> *On Behalf Of *Mary
> Llewellyn
> *Sent:* Wednesday, August 19, 2020 8:29 PM
> *To:* Evergreen Discussion Group <
> open-ils-general@list.georgialibraries.org>
> *Subject:* [OPEN-ILS-GENERAL] Library setting: GUI: Hide these fields
> within the Item Attribute Editor.
>
>
>
>  This is an EXTERNAL email. Exercise caution. DO NOT open attachments
> or click links from unknown senders or unexpected email. 
> --
>
> Hi,
>
>
>
> I'm intrigued by this library setting. It would be useful to set this up
> for our libraries to hide fields we don't use instead of counting on
> library staff to remember to uncheck the fields in the Volume Copy Editor
> on the Defaults tab, workstation by workstation.
>
>
>
> We had an incident where a staff member didn't hide/disable the Deposit
> Amount field and accidentally put the price of the item in that field
> instead of in the price field, then was weirded out by an error message
> that popped up when trying to circulate the item. If I could get the
> library setting to work, we'd avoid situations like this.
>
>
>
> The instructions for this setting say " This setting may be best
> maintained with the dedicated configuration interface within the Item
> Attribute Editor. However, here it shows up as comma separated list of
> field identifiers to hide. "
>
>
>
> The documentation Chapter 14 Settings Overview says, " Sets which fields
> in the Item Attribute Editor to hide in the staff client." and adds " This
> is useful to hide attributes that are not used.
> http://docs.evergreen-ils.org/reorg/3.1/staff_client_admin/_settings_overview.html
>
>
>
> Where I'm lost is the text of the field identifiers to enter. I've tried
> column names from asset.copy, but have had no luck.
>
>
>
> Also, can I set this consortium wide, or do I need to set it library by
> library?
>
>
>
> I appreciate any guidance.
>
>
>
> Mary
>
>
> --
>
> Mary Llewellyn
>
> Database Manager
>
> Bibliomation, Inc.
>
> 24 Wooster Ave.
>
> Waterbury, CT 06708
>
> mllew...@biblio.org
>

Re: [OPEN-ILS-GENERAL] Library setting: GUI: Hide these fields within the Item Attribute Editor.

[Morgan, Michele]

Hi Mary,

We use these library settings to hide fields that we don't use. It can be
done consortium wide. Here's an example of a value from
actor.org_unit_setting that hides the specified fields:

["Circulate as Type","Deposit Amount","Deposit?","Floating?","Quality"]

This setting can be configured in the client in the Holdings Editor on the
Defaults tab.

Hope this helps!

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



On Wed, Aug 19, 2020 at 8:30 PM Mary Llewellyn  wrote:

> Hi,
>
> I'm intrigued by this library setting. It would be useful to set this up
> for our libraries to hide fields we don't use instead of counting on
> library staff to remember to uncheck the fields in the Volume Copy Editor
> on the Defaults tab, workstation by workstation.
>
> We had an incident where a staff member didn't hide/disable the Deposit
> Amount field and accidentally put the price of the item in that field
> instead of in the price field, then was weirded out by an error message
> that popped up when trying to circulate the item. If I could get the
> library setting to work, we'd avoid situations like this.
>
> The instructions for this setting say " This setting may be best
> maintained with the dedicated configuration interface within the Item
> Attribute Editor. However, here it shows up as comma separated list of
> field identifiers to hide. "
>
> The documentation Chapter 14 Settings Overview says, " Sets which fields
> in the Item Attribute Editor to hide in the staff client." and adds " This
> is useful to hide attributes that are not used.
> http://docs.evergreen-ils.org/reorg/3.1/staff_client_admin/_settings_overview.html
>
> Where I'm lost is the text of the field identifiers to enter. I've tried
> column names from asset.copy, but have had no luck.
>
> Also, can I set this consortium wide, or do I need to set it library by
> library?
>
> I appreciate any guidance.
>
> Mary
>
> --
> Mary Llewellyn
> Database Manager
> Bibliomation, Inc.
> 24 Wooster Ave.
> Waterbury, CT 06708
> mllew...@biblio.org
>

[OPEN-ILS-GENERAL] Evergreen Release 3.6 is off to a great start!

[Morgan, Michele]

Release 3.6 is taking shape quickly in an accelerated timetable. Lots of
great features have already been added to the Release 3.6 roadmap. This is
the first in a series of biweekly updates as we progress quickly to
Evergreen 3.6 which will be released in October.

*3.6 Release info: *

https://wiki.evergreen-ils.org/doku.php?id=faqs:evergreen_roadmap#release_36_october_2020

*3.6 Roadmap Highlights:*

   - Angular Acquisitions Rewrite:
   - Course Materials Module:
   - Curbside Pickup:
   - Angular Staff Catalog Becoming Default
   - Bootstrap OPAC Redesign

*Recent Big Changes and Commits:*

   - The patches for bug 1864371 were pushed recently. They bump up the
   version of Angular used by the web staff client from 8 to 10. Bill Erickson
   has supplied instructions for developers to update their Evergreen
   environments, see the full post for details

*How you can help:*

If you have a feature you've been meaning to contribute, now is the time!
If your contribution can be ready for review by mid September, there's
still time to add it to the Roadmap:

https://wiki.evergreen-ils.org/doku.php?id=faqs:evergreen_roadmap:3.6

If you are a daily user of Evergreen, get familiar with the feature
requests and bug reports on Launchpad. Subscribe to bugs that affect you
and you’ll receive progress updates. Add your name to the affected users
list on bugs that affect your workflow. Add Comments. Activity on a
Launchpad bug increases its “Heat”, which tells the community how important
it is to Evergreen users.

*Upcoming Events:*

Feedback Fest week is August 17th - August 21st

*We want to hear from you!*

If you have thoughts, questions, or suggestions you’d like to share, feel
free to reach out to the Release team via the open-ils-dev list

*See more details in the full post at:*

https://evergreen-ils.org/evergreen-release-3-6-is-off-to-a-great-start/

Regards,

The 3.6 Release Team:
Galen Charleton
Jason Boyer
Terran McCanna
Michele Morgan

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

Re: [OPEN-ILS-GENERAL] Conditional hold notification messages

[Morgan, Michele]

Hi Beth,

We have done this for overdue notices but not hold pickup notices. The
setup should be similar, though.

For hold notices, we have done what Terran suggests, cloning the action
trigger so there is one for each library. We did this mostly because
libraries have different start dates for services. One thing to know if you
clone email triggers, they need to have the check_email_notify parameter,
which doesn't get copied automatically when cloning.

Here is an example of conditional logic for our overdue notices from a
presentation I did at the Evergreen Online Conference:

[%- IF target.0.circ_lib.parent_ou.id == 58 -%]

The following item(s) are fourteen days overdue. Please return the item
below as soon as possible. If you have any questions or concerns about the
overdue material do not hesitate to contact the library directly. Thank
you!

Follow us on Facebook, Twitter, or sign up for RPL News email alerts.
[%- ELSIF target.0.circ_lib.parent_ou.id == 67 -%]

Our records show that the following items are overdue. Please call for
renewal or return as soon as possible.
[%- ELSE -%]

Our records indicate the following items are 14 days overdue. Please return
them as soon as possible. Please call the library if you have any questions
about this notice.  Thank you.

[%- END -%]

I haven't tested this, but for hold notices, I think the IF would need to
be  [%- IF hold.pickup_lib ==  -%]

If you are interested, here is the link to the full presentation from the
2020 online conference:

https://www.youtube.com/watch?v=7ptdKkeGuBU=PLsktT5b82paWzb6R_C_0pJ4pf_eo9xOGJ=17=0s


Hope this is helpful,
Michele

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



On Fri, Jul 10, 2020 at 3:01 PM Terran McCanna <
tmcca...@georgialibraries.org> wrote:

> I haven't tried this, but it looks like the easiest thing to do would be
> to clone your existing one and change the owning library to the branch you
> wish to have the alternate text for.
>
> However, if you want to do an IF statement, you should be able to do that
> too. I don't have an example based on library ID, but I have one I did
> based on permission group ID here:
>
>
> https://pines.georgialibraries.org/dokuwiki/doku.php?id=circ:notification-wording#new_user_created_welcome_notice
>
>
>
>
>
> Terran McCanna, PINES Program Manager
> --
>
> Georgia Public Library Service | University System of Georgia
>
> 2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341
>
> (404) 235-7138 | tmcca...@georgialibraries.org
>
> http://help.georgialibraries.org | h...@help.georgialibraries.org
>
> 
> 
>
> Join our email list  for stories of Georgia
> libraries making an impact in our communities.
>
>
>
> On Fri, Jul 10, 2020 at 2:01 PM Beth Longwell  wrote:
>
>> Evergreen library staff,
>>
>> We would like to customize our consortia-wide hold pickup notification
>> message for a couple libraries. Has anyone added IF logic to their hold
>> notification for a specific org unit to change the notice text? If so, I
>> would love to see an example.
>>
>> Thanks,
>>
>> Beth Ross
>> Sage Library System
>>
>

Re: [OPEN-ILS-GENERAL] Hack-A-Way 2020 Volunteers

[Morgan, Michele]

Hi Rogan,

I'd like to volunteer to help!

Thanks,
Michele

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


On Mon, Jul 6, 2020 at 5:49 PM Rogan Hamby 
wrote:

> Good afternoon,
>
> As many people know the Hack-A-Way has been around for about nine years
> now and has been an event that has allowed developers to concentrate their
> efforts as a group.  A big part of that has been removing online barriers
> by letting them interact face to face.  Face to face is not such a great
> idea right now.  But we will keep calm and Evergreen on.
>
> So, the Hack-A-Way this year goes online.  I'm hoping to solicit a few
> additional volunteers.   We will look at online meeting platforms and
> evaluate them to try to find the following:
>
> 1) one that allows dynamic creation of meeting rooms/streams so that users
> can gather together just as they could at physical tables at will
> 2) supports moderated meetings so that presentations can be done with
> question and input
> 3) supports recording the meetings and presentations for archival on the
> community Youtube channel
> 4) scheduling so that we don't have to do it manually
>
> Then, this same group will organize the event, get it scheduled, and do
> whatever it takes to make it happen.  The requirements may change as we
> look at platforms but they are a starting point.  All of this will be with
> an eye toward learning some lessons for the future.  I hope to not only
> find a strong platform for this year but a platform that can be used to
> supplement the in-person Hack-A-Way in future years.
>
> Anyone interested, just let me know.  We will work heavily by email but
> have some online meetings, especially to test tools.
>
>
>
> Rogan Hamby, MLIS
>
> Data and Project Analyst
>
> Equinox Open Library Initiative
>
> phone:  1-877-OPEN-ILS (673-6457)
>
> email:  ro...@equinoxinitiative.org
> web:  http://EquinoxInitiative.org
>

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

[Morgan, Michele]

Hi Elizabeth,

The built in self check does not require hatch.

The self check receipts are controlled by action triggers. The stock action
triggers are named:

Self-Checkout Fines Receipt
Self-Checkout Holds Receipt
Self-Checkout Items Out Receipt
Self-Checkout Receipt

Hope this helps,
Michele
--
Michele M. Morgan, Technical Support Analyst
North of Boston Library Exchange, Danvers Massachusetts
mmor...@noblenet.org



On Tue, Jun 16, 2020 at 4:16 PM Elizabeth Davis  wrote:

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

Re: [OPEN-ILS-GENERAL] Fwd: damaged item override

[Morgan, Michele]

Diane,

"Damaged Item Override" is the billing type that applies to the situation
where an item was marked Damaged, and the staff user entered a different
amount in the confirmation box than Evergreen calculated to charge the
patron.

I don't believe it's new.

Hope this helps,
Michele
--
Michele M. Morgan, Technical Support Analyst
North of Boston Library Exchange, Danvers Massachusetts
mmor...@noblenet.org



On Tue, Jun 9, 2020 at 8:30 AM Diane Disbro 
wrote:

> Good morning -
>
> Is this a new way to say Damaged? I don't remember seeing this wording
> before but have seen it twice today on two different patron accounts at two
> different branches. Insights?
> [image: image.png]
>
> Thank you.
> Diane Disbro
> Pronouns: she/her
> Branch Manager/Circulation Coordinator
> Union Branch
> Scenic Regional Library
> 251 Union Plaza Drive
> Union, MO 63084
> (636) 583-3224
> ddis...@scenicregional.org
>
>
>
>

Re: [OPEN-ILS-GENERAL] Special circulations problem

[Morgan, Michele]

I agree with Anna that bug 1781274 is likely to blame. If you don't have
database access, you can try the strategy posted in the bug comments:

https://bugs.launchpad.net/evergreen/+bug/1781274/comments/1

Select the transaction in the Other/Special Circulations tab, and choose
Add Billing from the Actions menu (which is there in 3.3). Add a $.01
billing to the transaction and then pay it off with a forgive payment on
the Bill screen.

Hope this helps,
Michele

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



On Thu, Jan 30, 2020 at 8:52 AM Goben, Anna  wrote:

> We’ve seen this happen when this bug rears up for Lost/CR materials:
>
>
>
> https://bugs.launchpad.net/evergreen/+bug/1781274
>
>
>
> Even if you check the CR item in the xact has to be closed for the item to
> fall away from the special/other interface.  The fix for us has been to
> manually close the xact in the DB.
>
>
>
> -Anna
>
>
>
> Anna Goben
>
> Evergreen Indiana Coordinator
>
> Indiana State Library
>
> 140 N Senate Ave
>
> Indianapolis, IN 46204
>
> 317-234-6624
>
> Fax: 317-232-1925
>
>
>
> *From:* Open-ils-general [mailto:
> open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Chris
> Owens
> *Sent:* Wednesday, January 29, 2020 2:05 PM
> *To:* 'Evergreen Discussion Group' <
> open-ils-general@list.georgialibraries.org>
> *Subject:* [OPEN-ILS-GENERAL] Special circulations problem
>
>
>
>  This is an EXTERNAL email. Exercise caution. DO NOT open attachments
> or click links from unknown senders or unexpected email. 
> --
>
> Would anyone happen to know how to clear an item out of the Other/Special
> Circulations category on a patron's account (version 3.3)? The item has no
> bills attached that I can see and has been circulating among other patrons,
> but I cannot figure out a way to delete it from this patron's account.
>
> Thanks,
> Chris
>
> --
>
> Chris Owens
>
> Director
>
> Blanchester Public Library
>
> 110 N. Broadway
>
> Blanchester, OH 45107
>
> 937-783-3585
>
> 937-783-2910 (fax)
>
> cow...@blanlibrary.org
>
>
>
>
>

Re: [OPEN-ILS-GENERAL] Custom column configuration

[Morgan, Michele]

Hi Beth,

Here's a link to the thread I think you're thinking of:

https://georgialibraries.markmail.org/thread/njz7qt7lfmhmtjgo#query:+page:1+mid:7gptlvfmcgej76dj+state:results


The last message in the thread has a couple of examples of database queries
to create an org unit column setting from a workstation column setting.

Hope this helps,
Michele
--
Michele M. Morgan, Technical Support Analyst
North of Boston Library Exchange, Danvers Massachusetts
mmor...@noblenet.org



On Fri, Jan 17, 2020 at 2:55 PM Beth Longwell  wrote:

> Evergreen libraries,
>
> I remember some discussion about deployment of custom column settings but
> can't find the email. We are on 3.4.1 and I am wanting to know if there is
> any way I can set all workstations at one org unit to the same column
> settings.
>
> Thanks,
>
> Beth Ross
> Systems Manager
> Sage Library System
>

Re: [OPEN-ILS-GENERAL] overdue notifications to staff?

[Morgan, Michele]

Diane,

That could potentially be done with an action trigger. The trigger could be
set up like an overdue notification at 72 hours, but the template could be
configured to send the notification to a staff member's email instead of,
or in addition to the patron's email.

The tricky part is to get the trigger just to apply to the hotspots and not
everything that's 72 hours overdue. It is possible to have a custom filter
on the server that will limit which circulations the trigger can apply to.
If the hotspot circulations can be identified by something in the
circulation table, like unique loan duration or rule name, that could be
used in a custom filter to limit to the hotspots.

Here's an example of an action trigger filter for an overdue notification
that limits to checkouts that happened at a specific library (org unit 30)
that have a 2 hour loan duration.

{
"checkout.due" : {
"context_org" : "circ_lib",
"filter" : {
"checkin_time" : null,
"-or" : [
{ "stop_fines" : ["MAXFINES", "LONGOVERDUE"] },
{ "stop_fines" : null }
],
"-and" : [ { "circ_lib" : 30 } ],
"-and" : [ { "duration" : "02:00:00" } ]
}
 }
}

Hope this helps,
Michele
--
Michele M. Morgan, Technical Support Analyst
North of Boston Library Exchange, Danvers Massachusetts
mmor...@noblenet.org



On Wed, Jan 15, 2020 at 8:10 AM Diane Disbro 
wrote:

> Good morning -
>
> We want to circulate hot spots and we want to be notified when a hot spot
> is 72 hours overdue so that we can shut it down remotely. How can we get
> notifications sent to staff at the 72 hour mark?
>
> Thank you!
> Diane Disbro
> Pronouns: she/her
> Branch Manager/Circulation Coordinator
> Union Branch
> Scenic Regional Library
> 251 Union Plaza Drive
> Union, MO 63084
> (636) 583-3224
> ddis...@scenicregional.org
>
>
>
>

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

[Morgan, Michele]

Hi Elizabeth,

The Extended, Normal and Shrt fields for the duration rule all define a
loan period. They can be set to different values, and at checkout the
system will match up the Loan Duration field from the item to Shrt, Normal,
or Extended in the duration rule to choose the proper loan period. It
doesn't look like you use different durations in the same rule since your
values are all the same. Many systems don't make use of them due to the
added complexity. The settings in those fields won't affect whether your
autorenewals are working or not.

I would suggest checking your Circulation Policies to make sure that
duration rule is being used.

Also, looking at your action trigger, I see the granularity is set to
"auto". I would also check with your system manager to make sure that there
is a cron job that will process action triggers with "auto" set as the
granularity. Here's a page from the docs about processing action triggers:

http://docs.evergreen-ils.org/3.2/_processing_action_triggers.html

Hope this is helpful.

-Michele

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



On Mon, Dec 9, 2019 at 1:39 PM Elizabeth Davis  wrote:

> Hi,
>
>
>
> I have a question regarding the auto renewals.  I set it up and I thought
> it would work, but I seem to be missing something.
>
>
>
> I attached my circulation duration rule and trigger.
>
>
>
> Can anyone explain what Extended, Normal, and Shrt are in the Circulation
> Duration Rule are?
>
>
>
> Elizabeth
>
>
>
>
>
> *From:* Open-ils-general [mailto:
> open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Aubrey
> Area Library
> *Sent:* Thursday, November 21, 2019 11:39 AM
> *To:* Evergreen Discussion Group <
> open-ils-general@list.georgialibraries.org>
> *Subject:* Re: [OPEN-ILS-GENERAL] Auto Renew Feature
>
>
>
> Haha Wong picture.
>
>
>
> On Thu, Nov 21, 2019 at 10:38 AM Aubrey Area Library <
> aubreyarealibr...@gmail.com> wrote:
>
> Elizabeth
>
>
>
> You need to create new circulation duration rules and then change the
> circulation policies. Attached is a photo of on of our duration rules.
>
>
>
> On Thu, Nov 21, 2019 at 10:31 AM Elizabeth Davis 
> wrote:
>
> This has been so helpful.  Thank you everyone.
>
>
>
> I’m setting up testing today and the only thing I’m not see is how to set
> when the auto renew happens.  I’m assuming that’s in the circulation policy?
>
>
>
> Elizabeth
>
>
>
> *From:* Open-ils-general [mailto:
> open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Morgan,
> Michele
> *Sent:* Thursday, November 21, 2019 11:19 AM
> *To:* Evergreen Discussion Group <
> open-ils-general@list.georgialibraries.org>
> *Subject:* Re: [OPEN-ILS-GENERAL] Auto Renew Feature
>
>
>
> This is a great discussion!
>
> Thought I'd share how we implemented autorenewals in NOBLE:
>
> A Library can opt in to autorenewal. Only their own items checked out at
> their own library will be autorenewable. Network transfers are not
> autorenewable.
>
> Autorenewal processing happens the morning the items are due so patrons
> don't lose any time from their loan period.
>
> Our autorenewal action trigger uses a custom filter so that it only runs
> for the libraries who have opted in, and does not attempt to process
> autorenewals for checkouts that are not renewable at all.
>
> When a library opts in, and chooses a start date, we adjust their duration
> rules to set the number of allowed autorenewals equal to the number of
> allowed renewals. If a duration rule has zero allowed renewals, we don't
> set a value for allowed autorenewals. This allows the action trigger filter
> mentioned above the skip them.
>
> To avoid the transition issue with new checkouts vs. existing checkouts,
> we update open circulations for the opting in library which are due on the
> start date and beyond to set the autorenewal remaining field equal to the
> renewal remaining field. In that way, items that were checked out prior to
> the rule change will be eligible to autorenew.
>
> Feedback has been positive, though we have adjusted the notice language a
> few times to make it less confusing.
>
> Hope this is helpful!
>
> -Michele
>
> --
>
> Michele M. Morgan, Technical Support Analyst
>
> North of Boston Library Exchange, Danvers Massachusetts
>
> mmor...@noblenet.org
>
>
>
>
>
>
>
> On Thu, Nov 21, 2019 at 9:52 AM Forrest, Stuart 
> wrote:
>
> Hi
>
>
>
> We are a library system that is part of a consortium (SCLENDS) and at the
> moment t

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

[Morgan, Michele]

Hi Benjamin,

The only field you really need to update in existing rows in
action.circulation is auto_renewal_remaining. You don't need to change
auto_renew or duration_rule.

Say a library wanted autorenewal to start on January 1. Here is an example
of a database query that can be run after the new rules are set up, but
before January 1. It updates the auto_renewal_remaining field to the value
from renewal_remaining for items that were checked out from and are owned
by org unit 20:

UPDATE action.circulation SET auto_renewal_remaining = renewal_remaining
WHERE id in (
SELECT circ.id FROM action.circulation circ
JOIN asset.copy ac ON circ.target_copy = ac.id
WHERE ac.circ_lib = 20
AND circ.circ_lib = 20
AND checkin_time IS NULL
AND xact_finish IS NULL
AND date(due_date) >= '2020-01-01'
AND renewal_remaining > 0
AND auto_renewal_remaining IS NULL
)

Hope this helps!

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



On Wed, Dec 4, 2019 at 1:17 PM Murphy, Benjamin 
wrote:

> This conversation has been really helpful. One of my questions had to do
> with implementation. I think you addressed it Michele, but I wanted to make
> sure I understood.
>
>
>
> “To avoid the transition issue with new checkouts vs. existing checkouts,
> we update open circulations for the opting in library which are due on the
> start date and beyond to set the autorenewal remaining field equal to the
> renewal remaining field. In that way, items that were checked out prior to
> the rule change will be eligible to autorenew.”
>
>
>
> Let’s say you modify your circulation policies with some new autorenewal
> rules in place. So, the only materials that will auto-renew are the
> materials that check out subsequent to that circ policy implementation, for
> items that hit that new policy when they check out? So, if a library wanted
> to turn on auto-renewals and have everything currently checked out and
> eligible for auto-renewals begin to auto-renew, you’d have to update the
> values in the auto_renewal and auto_renewal_remaining fields in the
> action.circulation table? Not sure if the duration_rule has to be touched
> as well.
>
>
>
> Thanks!
>
> Benjamin
>
>
>
> *Benjamin Murphy*
>
> NC Cardinal Program Manager
>
> NC Dept. of Natural and Cultural Resources
>
> 919.814.6797 |  *benjamin.mur...@ncdcr.gov  *
>
> https://statelibrary.ncdcr.gov/ld/nc-cardinal
>
>
>
> 109 East Jones Street  | 4640 Mail Service Center
>
> Raleigh, North Carolina 27699-4600
>
>
>
> *Email correspondence to and from this address is subject to the North
> Carolina Public Records Law and may be disclosed to third parties.*
>
>
>
>
>
>
>
> *From:* Open-ils-general <
> open-ils-general-boun...@list.georgialibraries.org> *On Behalf Of *Morgan,
> Michele
> *Sent:* Thursday, November 21, 2019 11:19 AM
> *To:* Evergreen Discussion Group <
> open-ils-general@list.georgialibraries.org>
> *Subject:* [External] Re: [OPEN-ILS-GENERAL] Auto Renew Feature
>
>
>
> *CAUTION:* External email. Do not click links or open attachments unless
> you verify. Send all suspicious email as an attachment to
> report.s...@nc.gov
>
>
>
> This is a great discussion!
>
> Thought I'd share how we implemented autorenewals in NOBLE:
>
> A Library can opt in to autorenewal. Only their own items checked out at
> their own library will be autorenewable. Network transfers are not
> autorenewable.
>
> Autorenewal processing happens the morning the items are due so patrons
> don't lose any time from their loan period.
>
> Our autorenewal action trigger uses a custom filter so that it only runs
> for the libraries who have opted in, and does not attempt to process
> autorenewals for checkouts that are not renewable at all.
>
> When a library opts in, and chooses a start date, we adjust their duration
> rules to set the number of allowed autorenewals equal to the number of
> allowed renewals. If a duration rule has zero allowed renewals, we don't
> set a value for allowed autorenewals. This allows the action trigger filter
> mentioned above the skip them.
>
> To avoid the transition issue with new checkouts vs. existing checkouts,
> we update open circulations for the opting in library which are due on the
> start date and beyond to set the autorenewal remaining field equal to the
> renewal remaining field. In that way, items that were checked out prior to
> the rule change will be eligible to autorenew.
>
> Feedback has been positive, though we have adjusted the notice language a
> few times to make it less confusing.
>
> Hope this is helpful!
>
> -Michele
>
> --

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

[Morgan, Michele]

This is a great discussion!

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

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

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

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

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

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

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

Hope this is helpful!

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



On Thu, Nov 21, 2019 at 9:52 AM Forrest, Stuart  wrote:

> Hi
>
>
>
> We are a library system that is part of a consortium (SCLENDS) and at the
> moment the only system that is using auto-renewal and this is what we have
> found so far.
>
>
>
> 1.   The three-day notice will still go out reminding patrons
> there books are due. (Our patrons see this as just a reminder)
>
> 2.   Auto-renewal happens 1 day before the books are due and
> the appropriate auto-renewal notice goes out then.
>
> 3.   An item won’t auto-renew if one of the following is true.
>
> a.   The item is required for a hold
>
> b.   Patrons' account has expired while they had the item
> checked out
>
> c.Fines have reached the maximum allowed
>
> d.   Maximum auto-renewals have been reached.
>
> 4.   The auto-renewal notice will give a reason if the
> process failed referencing those case for example mentioned above.
>
> 5.   Let's say you pick a start date of 1st of December then
> anything that is checked out before this date will NOT auto-renew. Anything
> checked out on or after this date WILL. Eventually, of course, all items
> will auto-renew, we worked out that should take about 9 weeks from the
> start date.
>
> 6.   We decided to have the same amount of auto-renewals as
> hard renewals to avoid less confusion for the patrons.
>
> 7.   If you have any items that checkout for less than 8
> hours and have 0 renewals this can confusing, but Equinox found a
> workaround for us.
>
> 8.   If a patron from say Beaufort (BCL) comes to Calhoun and
> checks out a book at one of your libraries, that book will auto-renew also.
> On the other hand, if you transit an item to an SCLENDS member who is not
> doing auto-renewals that item will not auto-renew.
>
>
>
> If you have any questions, please let me know.
>
>
>
> Stuart
>
>
>
>
> --
>
> Stuart Forrest, Library IT Manager/Analyst Beaufort County Library System
>
> 311 Scott Street, Beaufort, SC 29902
>
> 843 255 6450
>
> sforr...@bcgov.net
>
> beaufortcountylibrary.org
>
>
>
> *From:* Open-ils-general <
> open-ils-general-boun...@list.georgialibraries.org> *On Behalf Of *Diane
> Disbro
> *Sent:* Thursday, November 21, 2019 9:39 AM
> *To:* Evergreen Discussion Group <
> open-ils-general@list.georgialibraries.org>
> *Subject:* Re: [OPEN-ILS-GENERAL] Auto Renew Feature
>
>
>
> [EXTERNAL EMAIL] Please report any suspicious attachments, links, or
> requests for sensitive information to the Beaufort County IT Division at
> helpd...@bcgov.net or to 843-255-7000.
>
> I really appreciate this discussion! I want anecdotal information to share
> with my administration as we consider auto renewal.
>
>
>
> Thank you.
>
> Diane Disbro
>
> Pronouns: she/her
>
> Branch Manager/Circulation Coordinator
>
> Union Branch
>
> Scenic Regional Library
>
> 251 Union Plaza Drive
>
> Union, MO 63084
>
> (636) 583-3224
>
> ddis...@scenicregional.org
>
> [image: Image result for librarians rock]
>
>
>
>
>
>
>
>
>
> On Tue, Nov 19, 2019 at 1:57 PM Geoff Sams  wrote:
>
> I would like to add that if you currently send out pre-due notices that
> it’s probably ideal to stop those as the auto-renew notifications serve the
> same purpose in general.  Jordan touched on that briefly there, but it was
> something 

Re: [OPEN-ILS-GENERAL] Hatch help for Windows 7, Evergreen 3.1.11

[Morgan, Michele]

Jon,

I don't think I saw specific reference in your steps to checking the Hatch
Extension for Chrome. Did you make sure the Hatch Extension is installed
and enabled?

The Hatch Chrome Extension should get installed and enabled by the Hatch
Windows Installer. We have had a few instances, however, usually with
reinstalls, where the Hatch Extension did not get added to Chrome as part
of the installation, or was added, but left disabled.

Check your Chrome Extensions and make sure the Hatch Extension is enabled.
If you don't see the extension at all, you can get it from the Chrome Web
Store.

Here's a link to the extension in the Chrome Web Store:

https://chrome.google.com/webstore/detail/hatch-native-messenger/ppooibdipmklfichpmkcgplfgdplgahl


Chrome will likely need to be restarted after installing or enabling the
extension.
Hope this helps,

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



On Mon, Oct 28, 2019 at 3:40 PM JonGeorg SageLibrary <
jongeorg.sagelibr...@gmail.com> wrote:

> Greetings, one of our libraries is having issues with Hatch on a singular
> workstation, the rest of their workstations work without issue with this
> setup. I'm waiting to find out if we can avoid the issue by upgrading the
> PC to Windows 10 given that Windows 7 Microsoft support ends in January.
>
> It's a Windows 7, 64 bit PC. They use Hatch because they're using multiple
> printers. The issue is that the printers do not display in the web client
> of Evergreen 3.1.11, under Administration, Workstation, Printer Settings.
>
> Yes, the checkbox to use Hatch under Administration, Workstation,
> Print/Storage Service is checked, and currently we do not have the checkbox
> for Store Local Settings in Hatch checked, because the issue is present
> either way.
>
> The issue is present under FireFox or Chrome. Used
> https://files.nc.gov/dncr-statelibrary/LD/NCCardinal/documents/evergreen_how_to_install_hatch.pdf
> as reference.
>
> Steps performed thus far:
> *Verified that there are no stuck print jobs in the queue.
> *Verified that the xul client works correctly.
> *Verified that the browser itself sees the printers and checked the
> settings for header/footer and margins - although not really relevant to
> this issue.
> *Disabled/Enabled Hatch - no change
> *Uninstalled Hatch and Java [64bit only on this PC, if that matters]
> **Verified the related folder under
> C:\Users\[User]\AppData\Local\Google\Chrome\User Data\Default\Extensions
> removed itself after removing hatch
> **Verified the related folders under C:\Program Files\Java and c:\Program
> Files (x86)\Java removed themselves after uninstalling Java, after checking
> the checkbox that it remove all accompanying data upon uninstall.
> *Upon reboot, reinstalled them and the issue remained.
> *Removed Hatch, Java, and Chrome  - after making sure any needed Chrome
> data was backed up
> **Renamed the C:\Users\[User]\AppData\Local\Google folder to Google-old to
> ensure no data was imported to the new installation
> *Rebooted, reinstalled Chrome, Java and Hatch and the issue was still
> present.
>
> Is there anything I'm missing?
> -Jon
>
>

Re: [OPEN-ILS-GENERAL] 3.3.3 staff client receipt printing & defaults

[Morgan, Michele]

Benjamin,

It is true that there's no client interface yet to turn workstation
settings into user settings and org unit settings. It does require database
access and resources to manage. Whether or not it can work and be
manageable in your consortium depends on many factors, like size and
complexity, as well as access. Also, any workstation settings that are
turned into org unit settings will appear in the Library Settings Editor in
the client, an already long list.

As you found, you can see the server side workstation settings as Josh
describes, but you can't change them or turn them into user or org unit
settings there. You can delete them though, so be careful of that red X!

For those that are interested, I'll just share a couple of queries I have
used to create org unit settings from workstation settings.

First, the setting type needs to exist. This creates an org unit setting
type for the holds display in the staff catalog by copying the workstation
setting type:

insert into config.org_unit_setting_type (name, label, grp, description,
datatype)
select name, label, grp, description, datatype
from config.workstation_setting_type
where name = 'eg.grid.cat.catalog.wide_holds'

Once the org unit setting type exists, the setting can be created. This
copies that workstation setting from a specified workstation (id 2872) to
an org unit (id 28):

insert into actor.org_unit_setting (org_unit, name, value)
select 28 as org_unit, name, value
from actor.workstation_setting
where workstation = 2872
and name = 'eg.grid .cat.catalog.wide_holds '

The org unit setting will apply to a workstation in that org unit that
doesn't have a workstation setting of that type:

Hope this helps,

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



On Thu, Sep 12, 2019 at 9:25 AM Josh Stompro 
wrote:

> Wait, I just noticed that there is an easier way in the web staff client.
>
> In the web staff client, look under Administration -> Workstation ->
> Stored User Preferences -> Server Workstation Prefs.
>
> That will list all the preferences and their values for the current
> workstation preferences.
>
> [image: image.png]
> Josh
>
> On Thu, Sep 12, 2019 at 8:21 AM Josh Stompro 
> wrote:
>
>> Ben, I think you have to go to the database or source.
>>
>> -- List all workstation setting types.
>> SELECT * FROM config.workstation_setting_type ORDER BY NAME;
>>
>> Look at the 950.data.seed-values.sql file (huge file though). Search for
>> config.workstation_setting_type starting around line 18475.
>>
>> https://git.evergreen-ils.org/?p=Evergreen.git;a=blob;f=Open-ILS/src/sql/Pg/950.data.seed-values.sql;h=daf37c36d36eb62f905fa75e8b1dc3ddc8b3d13e;hb=HEAD#l18475
>>
>>
>>  Once you know the name, I believe you would create an "Org Unit Setting
>> Type" with the same name.  Then you can set values for it via the library
>> settings editor.
>>
>> Josh
>>
>>
>> On Wed, Sep 11, 2019 at 3:14 PM Benjamin Kalish <
>> bkal...@forbeslibrary.org> wrote:
>>
>>> This sounds amazing, but how does one find the settings related to a
>>> print template (all of ours are workstation settings now) so that one can
>>> make them a user setting or an org setting instead?
>>>
>>> Benjamin Kalish
>>> Forbes Library / 413-587-1012 / bkal...@forbeslibrary.org
>>>
>>> Support Forbes Library:
>>>
>>>- Consider giving a gift <http://www.forbeslibrary.org/giving> to
>>>Forbes Library
>>>- Vote for the Friends of Forbes in the Florence Bank Community
>>>Grant Program <https://www.florencebank.com/vote>.
>>>- Join the Friends the Forbes today
>>><https://forbeslibrary.org/friends/>!
>>>
>>>
>>> Currently reading: *The Indian Clerk* by David Leavitt
>>> Just Finished:* The Tombs of Atuan* by Ursula K. Le Guin
>>>
>>> For information about accessibility at the library, please see:
>>> http://forbeslibrary.org/accessibility/
>>>
>>>
>>>
>>> On Tue, Sep 10, 2019 at 11:57 AM Josh Stompro 
>>> wrote:
>>>
>>>> Morgan, thank you for this info.  I totally missed the connection to
>>>> print templates when I read that message the first time around, and I don't
>>>> think I'm the only one.  When Bill posted his message about the server side
>>>> processed print templates in April 2019
>>>> <http://libmail.georgialibraries.org/pipermail/open-ils-dev/2019-April/010709.html>,
>>>> I commented (along with a few other people) that it would be gr

Re: [OPEN-ILS-GENERAL] 3.3.3 staff client receipt printing & defaults

[Morgan, Michele]

Hi Josh,

Since moving to 3.2 where workstation settings were moved to the server,
we've been making use of org unit settings to set default print templates.
Any workstation setting can be turned into an org unit setting as Bill
Erickson described here:

https://markmail.org/message/hfaogumstphagscy

We have set a number of default print templates at the consortium org unit
level as consortium defaults, and upon request of a library, have copied
print templates configured on a given workstation into org unit settings
for that library so they don't need to be set on each workstation. We've
left the workstation setting types so that individual workstations can
override the org unit settings when necessary.

This has been pretty successful, eliminating the need for library staff to
move them from workstation to workstation on a flash drive.

We've done this for many column settings as well.

Hope this is helpful.
Michele
--
Michele M. Morgan, Technical Support Analyst
North of Boston Library Exchange, Danvers Massachusetts
mmor...@noblenet.org



On Mon, Sep 9, 2019 at 2:25 PM Josh Stompro 
wrote:

> Hello, I just want to make sure I have this correct while planning our
> upgrade to 3.3
>
> If I want to set global printer templates in the staff client in 3.3.3 I
> can modify the templates at
> /openils/var/templates/staff/share/print_templates/
> or if I have alternate TT2 template locations
> (/openils/var/templates_shared/) I can update them there.
>
> If I need to set per location defaults for the print templates, I'll need
> to enter data per workstation into actor.workstation_setting.
>
> In 3.4 there will be an admin gui for updating the print templates per org
> unit and locale.
> https://bugs.launchpad.net/evergreen/+bug/1825851
>
> Thanks
> --
> Josh Stompro - IT Director
> Lake Agassiz Regional Library
> Desk: 218-233-3757 Ext 139
> Cell: 218-790-2110
>

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

[Morgan, Michele]

Looking for a simpler way to use preferred names in receipts and notices,
we are wondering if others would support changing the way these preferred
name variables work:

pref_prefix
pref_first_given_name
pref_second_given_name
pref_family_name
pref_suffix

Currently, if there is no preferred version of the name field, these return
no data and we need to use conditional code as shared earlier in this
thread in our receipts and notices if we want to make use of the preferred
fields.

Do others think it is a good idea to change the way these variables work so
that the preferred version of the name field would be returned if it
existed, otherwise, the primary version would be returned? This would make
configuring receipts and notice much simpler since no conditional code
would be needed. Are there any cases where it's useful to return nothing
for the preferred name fields?

The primary name fields would still be available using:

prefix
first_given_name
second_given_name
family_name
suffix

If others think this is a good idea, I'll open a Launchpad bug.

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



On Thu, Aug 29, 2019 at 1:55 PM Elizabeth Davis  wrote:

> Hello
>
>
>
> Thank you! I was on the right track.
>
>
>
> Elizabeth
>
>
>
> *From:* Open-ils-general [mailto:
> open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *John
> Amundson
> *Sent:* Thursday, August 29, 2019 1:50 PM
> *To:* Evergreen Discussion Group <
> open-ils-general@list.georgialibraries.org>
> *Subject:* Re: [OPEN-ILS-GENERAL] Preferred Name on Notices
>
>
>
> Hi,
>
>
>
> This is the code we use in our print templates. It prints preferred name
> if one exists, and primary name if it doesn't.
>
>
>
> {{patron.pref_family_name}},
>
> {{patron.family_name}},
>
>  ng-if="patron.pref_first_given_name">{{patron.pref_first_given_name}}
>
>  ng-if="!patron.pref_first_given_name">{{patron.first_given_name}}
>
>
>
> We are also investigating using something similar for our emailed notices.
> However, we are still in the testing phase for that. We have one test set
> up so far, and it is using this code:
>
>
>
> [%- USE
>
> ...
>
> first_name = user.pref_first_given_name || user.first_given_name;
>
> family_name = user.pref_family_name || user.family_name;
>
> -%]
>
> ...
>
> Dear [% family_name %], [% first_name %]
>
>
>
> John
>
> 
>
> John Amundson | Library Applications Supervisor | CW MARS
>
> jamund...@cwmars.org | 508-755-3323 x322 <%28508%29%20755-3323>
>
> https://www.cwmars.org
>
>
>
>
>
> On Thu, Aug 29, 2019 at 1:10 PM Kean XL  wrote:
>
> nevermind...that Template was broken
>
>
>
> On Thu, Aug 29, 2019 at 12:56 PM Kean XL  wrote:
>
> I think I finally got this. Please correct if I'm wrong...
>
> Here's our full current hold slip template
>
>
>
> -->
> 
> 
> 
> {{hold.shelf_expire_time | date:'M/d'}}
> 
> {{patron.family_name}} 
> {{patron.pref_family_name}}
> 
> 
> 
> {{patron.first_given_name}} 
> {{patron.pref_first_given_name}}
> 
> Notify by
> Phone: {{hold.phone_notify}} 
>  "hold.phone_notify">Daytime Phone: {{patron.day_phone}} 
> 
> 
> 
> 
> 
>
>
>
>
> 
>   
> 
>   Route to the Private Hold Shelf.
> 
> 
>   Route to the Hold Shelf.
> 
>   
>   
> Hold Shelf Expire Date: {{hold.shelf_expire_time | date:'M/d/'}}
>   Item Barcode: {{copy.barcode}}
>   Title: {{title}}
>
>   Call Number: {{call_number.prefix}} {{call_number.label}}
> {{call_number.suffix}}
>
>
>
>
>   
>
>
>
>
> 
>   Hold for patron: {{patron.family_name}},
> {{patron.first_given_name}}
>   Notify by phone:
> {{hold.phone_notify}}
>   Notify by text: {{hold.sms_notify}}
>   Notify by email:
> {{patron.email}}
>   Daytime
> Phone: {{patron.day_phone}} 
> 
>   Notes:
> {{note.title}} - {{note.body}}
>   
> 
>   
>
>
>
>
>   Request Date: {{hold.request_time |
> date:$root.egDateAndTimeFormat}}
>
>
>
>
>   Printed: {{today | date:$root.egDateAndTimeFormat}} at
> {{current_location.shortname}}
> 
> 
> <
> 
>
>
>
> On Thu, Aug 29, 2019 at 12:22 PM Elizabeth Davis 
> wrote:
>
> Hello
>
>
>
> I am using {{patron.pref_first_given_name}} in the print templates for
> receipts.  I am curious if user.pref_first_give_name work?  Can I have it
> print the preferred if it’s there and the first_given_name if there isn’t
> one?
>
>
>
> Elizabeth
>
>
>
> *From:* Open-ils-general [mailto:
> open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Kean XL
> *Sent:* Thursday, August 29, 2019 12:18 PM
> *To:* Evergreen Discussion Group <
> open-ils-general@list.georgialibraries.org>
> *Subject:* Re: [OPEN-ILS-GENERAL] Preferred Name on Notices
>
>
>
> What was the marker you were using for the preferred name? Is there a list
> of referable string names for the print templates?
>
>
>
> On Thu, Aug 29, 2019 at 11:49 AM Elizabeth Davis 
> wrote:
>
> Hello Everyone,
>
>
>
> We just upgraded to 3.3 and I 

[OPEN-ILS-GENERAL] Driver's license scanners

[Morgan, Michele]

We're testing a driver's license scanner for patron registration in the web
client:

https://www.bayscan.com/bayscan-imaging-2d-drivers-license-scanner-clone.html


It seems like a great time saver as well as ensuring accuracy of the
entered data. We have it programmed to fill in all the patron fields in the
right places, but then we need to backtrack on the form to fill in other
pieces of data like profile, user settings, etc.

For others that are already using this, what are your experiences?

Any programming tips to enhance the workflow?

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

Re: [OPEN-ILS-GENERAL] Overdue Fines Issue

[Morgan, Michele]

Jon,

Have you confirmed that the circulation policies for the transactions in
question are set to accrue fines?

For the transactions in question the action.circulation.recurring_fine
field should have a value greater than zero. If it does not, check the
circulation policies.

Hope this helps,
Michele
--
Michele M. Morgan, Technical Support Analyst
North of Boston Library Exchange, Danvers Massachusetts
mmor...@noblenet.org



On Thu, Mar 28, 2019 at 1:34 PM JonGeorg SageLibrary <
jongeorg.sagelibr...@gmail.com> wrote:

> I'm trying to isolate an issue with our overdue fines not working. It
> seems sporadic. There are no errors in the syslog, and the cron job is
> running every 25 minutes without errors. Some libraries are reporting the
> fines not accruing, but it seems hit and miss. I've restarted postgreSQL on
> the database server a couple of times in the past couple of weeks due to
> high CPU load, and did install Ubuntu 16.04 updates/security patches but
> none of that should have affected anything. I even reviewed the screen
> capture of the session where I installed updates and didn't see anything
> unusual. We are running Evergreen 3.1.7 although we're going to upgrade to
> 3.1.10 on the 10th.
>
> Does anyone have suggestions on additional things to check?
> -Jon
>

Re: [OPEN-ILS-GENERAL] Filtering acquisitions items out of a hold report

[Morgan, Michele]

I think a holds reporter source would be useful to many Evergreen users.

Also, a suggestion for Jessica's query - adding left joins will pick up
holds that don't appear in the hold_copy_map:

SELECT DISTINCT ON (ahr.id) ahr.request_time, acard.barcode,
au.family_name, au.first_given_name, rmsr.title, rmsr.tcn_value
FROM action.hold_request ahr
JOIN actor.usr au ON ahr.usr = au.id
JOIN actor.card acard ON au.card = acard.id
left JOIN action.hold_copy_map ahcm ON ahr.id = ahcm.hold
left JOIN asset.copy ac ON ahcm.target_copy = ac.id
left JOIN asset.call_number acn ON ac.call_number = acn.id
left JOIN reporter.materialized_simple_record rmsr ON rmsr.id = acn.record
WHERE ahr.pickup_lib = *org_unit id*
AND ahr.capture_time IS NULL
AND ahr.cancel_time IS NULL
AND ahr.fulfillment_time IS NULL
AND ahr.frozen = FALSE
AND date(ahr.request_time) < '2018-09-01'
AND ahr.id NOT IN (SELECT hold FROM action.hold_copy_map WHERE target_copy
IN (SELECT id FROM asset.copy WHERE status = 9 AND circ_lib = *org_unit
id*));

Hope this helps,
Michele

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



On Thu, Oct 11, 2018 at 6:41 AM Chris Sharp 
wrote:

> Thanks for your question. It made me go back and look at the generated
>> SQL, and realize that what they are looking for is probably too complex for
>> the reporter. I ended up writing my own SQL query to generate the report.
>> I'm happy to share it if anyone is interested.
>>
>
> If this is something libraries want/need, that makes a case for creating a
> new reports source.  I would suggest opening a wishlist bug report if you
> think that's the case.  Perhaps we could take a stab at doing this at the
> Hack-A-Way next month?
>
> --
> Chris Sharp
> PINES System Administrator
> Georgia Public Library Service
> 1800 Century Place, Suite 580
> Atlanta, Georgia 30345
> (404) 235-7147
>

Re: [OPEN-ILS-GENERAL] Cash Reports Accuracy

[Morgan, Michele]

Hi Sarah,

The Payments: Desk source keeps track of Cash, Check, and Credit Card
payments. If other payment types (Forgive, Work, Goods) are used when the
payment is recorded, those receipts would not show up on that report.

You could try a report using the Payments: All source to see if those other
payment types are being used.

Hope this helps,
Michele
--
Michele M. Morgan, Technical Support Analyst
North of Boston Library Exchange, Danvers Massachusetts
mmor...@noblenet.org



On Thu, Sep 27, 2018 at 1:31 PM Dimmick Library ILL 
wrote:

> Terran,
>
> I made a new template using your fields, adjusting the date filter to a
> range of dates instead of one day.
> Unfortunately, the report was still inaccurate--the total was $62 below
> our physical cash in the register.
>
> Sarah MacNeill
> Interlibrary Loan Coordinator
> Dimmick Memorial Library
> http://www.dimmicklibrary.org/
> 570-325-2131
>
>
>
>
> On Thu, Sep 27, 2018 at 12:32 PM Terran McCanna <
> tmcca...@georgialibraries.org> wrote:
>
>> We have a report template for a single-day cash report that some
>> libraries use if they need more detail than the built-in cash report:
>>
>> Source: Payments: Desk
>>
>> Display Fields:
>> Payments: Desk > Cash Drawer > Workstation Name
>> Payments: Desk > Payment Date/Time
>> Payments: Desk > Amount Payments: Desk > Payment Type
>> Payments: Desk > Payment ID
>> Payments: Desk > Billable Transaction > User > Current Library Card >
>> Barcode
>>
>> Filters:
>> Payments: Desk > Payment Date/Time (Equals) (Date)
>> Payments: Desk > Cash Drawer > Owning Library (In List)
>>
>> Terran McCanna
>> PINES Program Manager
>> Georgia Public Library Service
>> tmcca...@georgialibraries.org
>>
>> * The GPLS office is in the midst of relocating offices. We may be
>> reached by all of the current mechanisms during the transition, but to
>> ensure the most prompt response, please use the Help Desk:
>> https://help.georgialibraries.org
>>
>>
>> On Thu, Sep 27, 2018 at 12:16 PM, Dimmick Library ILL <
>> dmljt@gmail.com> wrote:
>>
>>> Hi!
>>>
>>> At our library, using the report available in Administration -->
>>> Workstation  --> Cash Reports has not been accurate; it's consistently much
>>> lower than our physical cash. Our library uses a cash drawer (not a
>>> register) and we only accept cash or checks as payments, so for
>>> bookkeeping, we need to have the payments entered into Evergreen reconciled
>>> with physical cash.
>>>
>>> We have been looking for a way to create an accurate cash report that
>>> matches the amount we remove from the register and deposit weekly. I've
>>> tried to systematically create an accurate report template (I'm up to test
>>> template #25 so far) but none yet have been accurate as far as the cash
>>> amount collected in the register.
>>>
>>> Additionally, working with cash/payment/billing templates has been very
>>> confusing, as column labels such as "Total Paid" appear under so many
>>> different source paths. Through process of elimination, I feel like I'm
>>> getting closer to finding the correct columns (I've started working within
>>> the ILS User core source--does that sound right? I've tried different
>>> payments sources as well) but somehow there are still payments being
>>> missed, and I don't know where to look.
>>>
>>> Does anyone have any tips or documentation they can share as far as
>>> locating the correct columns to include in a template for an accurate
>>> cash/payment report?
>>>
>>>
>>> Sarah MacNeill
>>> Interlibrary Loan Coordinator
>>> Dimmick Memorial Library
>>> http://www.dimmicklibrary.org/
>>> 570-325-2131
>>>
>>>
>>>
>>

Re: [OPEN-ILS-GENERAL] Notice sent out for item lost and paid

[Morgan, Michele]

Hi Beth,

This could have something to do with how your notice action triggers are
configured, but I can think of a couple of bugs that might be related:

https://bugs.launchpad.net/evergreen/+bug/1758975 - Item status can be set
to Lost and Paid inappropriately when closing a transaction for a Long
Overdue or Lost returned item

If the above bug were the cause, you would not see a payment for the lost
billing when viewing the full details of the billing transaction.

https://bugs.launchpad.net/evergreen/+bug/1692116 - Action trigger
validators problems for Long Overdue items

We have seen the above bug with notices for Long Overdue items that were
paid, not sure if it also affects Lost items.

Hope this is helpful,
Michele

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


On Mon, Mar 26, 2018 at 7:08 PM, Beth Longwell  wrote:

> Hi,
>
> A notice went out to one of our library's patrons yesterday indicating
> that their item was still overdue and had been marked lost even though it
> had gone to lost and paid back in January.
>
> We have the library setting enabled for lost and paid status and are on
> version 2.11.1
>
> Has anyone had this happen? Not sure where to look to fix.
>
> Thanks in advance,
>
> Beth Ross
> Sage Library System
>

Re: [OPEN-ILS-GENERAL] Item Barcode on Credit Card Payment Receipts

[Morgan, Michele]

Jessica,

Just a quick thought. Have you added *xact.circulation.target_copy* to your
enviroment?

-Michele

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


On Thu, Mar 22, 2018 at 4:28 PM, Jessica Woolford 
wrote:

> Hi all,
>
> Anybody have an idea about how to get an item barcode to show up for
> circulation transactions on receipts generated by
> money.payment_receipt.print?
>
> It seemed to me like the following should work, but it comes up blank on
> the receipt:
>
> Barcode: [% xact.circulation.target_copy.barcode %]
>
> My test case was payment for a lost item.
>
> Thanks!
> Jessica
>
> --
> Jessica Woolford
> Evergreen Systems Manager
> Bibliomation, Inc.
> 24 Wooster Ave.
> 
> Waterbury, CT 06708
> 
> 203-577-4070 ext. 105 <(203)%20577-4070>
>

Re: [OPEN-ILS-GENERAL] Web Client on IOS

[Morgan, Michele]

I just wanted to add to this thread some information from the Launchpad bug.

It is possible to login to the Evergreen 2.12 web client on iOS devices,
but not the 3.0 web client.

Thanks to Galen for providing a workaround:

https://bugs.launchpad.net/evergreen/+bug/1746020/comments/4

Staff at our libraries are already walking around with iPads and the
expectation was always that the web client would make them more useful, so
we feel strongly that the iOS browsers should be supported.

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


On Mon, Jan 29, 2018 at 12:54 PM, scott.tho...@sparkpa.org <
scott.tho...@sparkpa.org> wrote:

> Since of my primary jobs is to sell Evergreen to new libraries, having a
> staff client that is mobile-friendly, but not with iOS is not good. I think
> Safari needs to be added to the list of supported browsers if the end
> result is that the Web Client can be used with iOS.
>
>
>
> Scott
>
>
>
>
>
>
>
> *From:* Open-ils-general [mailto:open-ils-general-
> boun...@list.georgialibraries.org] *On Behalf Of *Boyer, Jason A
> *Sent:* Monday, January 29, 2018 12:39 PM
> *To:* Evergreen Discussion Group  georgialibraries.org>
>
> *Subject:* Re: [OPEN-ILS-GENERAL] Web Client on IOS
>
>
>
> I should really read all of my email before replying to some things.
> Thanks for opening that bug, Tim; for some reason Outlook web access made
> your message too easy to miss and I thought this was all of the discussion
> on it to date.
>
>
>
> Jason
>
>
>
> --
>
> Jason Boyer
>
> Indiana State Library
>
> 315 W. Ohio St.
> 
>
> Indianapolis, IN 46202
> 
>
> http://library.in.gov/
>
>
> --
>
> *From:* Open-ils-general  list.georgialibraries.org> on behalf of Boyer, Jason A <
> jbo...@library.in.gov>
> *Sent:* Monday, January 29, 2018 12:27 PM
> *To:* Evergreen Discussion Group
> *Subject:* Re: [OPEN-ILS-GENERAL] Web Client on IOS
>
>
>
>  This is an EXTERNAL email. Exercise caution. DO NOT open attachments
> or click links from unknown senders or unexpected email. 
> --
>
> To be more specific (I thought I had filed a bug about this but apparently
> it was lost in tabs half-written...): the single call to
> boardcastChannel.postMessage(...) is what kills Safari and Edge. I don't
> personally see the benefit of allowing those two to just die off for a
> single function call (wrapping it in a try allows them to work again) but
> the newer the feature we require the smaller the range of browsers we'll
> allow to work.
>
>
>
> If the consensus is that Chrome is the new official client we should
> probably state that outright (gross). If not, we need to weigh the
> importance of any feature so new that it's only supported by 1-2 browsers.
> (And like Dan says, Chrome on iOS doesn't work either because it's the iOS
> webkit engine under the Chrome UI and syncing services.)
>
>
>
> I guess I should get that bug written up finally.
>
>
>
> Jason
>
>
>
> --
>
> Jason Boyer
>
> Indiana State Library
>
> 315 W. Ohio St.
> 
>
> Indianapolis, IN 46202
> 
>
> http://library.in.gov/
>
>
> --
>
> *From:* Open-ils-general  list.georgialibraries.org> on behalf of Dan Scott 
> *Sent:* Monday, January 29, 2018 10:37 AM
> *To:* Evergreen Discussion Group
> *Subject:* Re: [OPEN-ILS-GENERAL] Web Client on IOS
>
>
>
>  This is an EXTERNAL email. Exercise caution. DO NOT open attachments
> or click links from unknown senders or unexpected email. 
> --
>
> I'll add this to the bug, but the underlying reason is that on iOS all
> browsers are forced to use the Safari browser's engine; this means that any
> of the standards-based enhancements that Firefox and Chrome bring to other
> platforms, such as Service Workers (used in the Web Staff Client for
> offline transaction support etc), won't work on iOS until Apple updates
> Safari to support those standards as well.
>
> In short: to make the web staff client work on iOS in even a limited
> fashion, the Evergreen developers will have to add Safari to the supported
> web browser list. Requiring developers to have an iOS device to even start
> debugging this particular issue is a barrier for some of us.
>
>
>
> On Mon, Jan 29, 2018 at 10:19 AM, Tim Spindler 
> wrote:
>
> FYI, I just opened a bug on this.
>
> https://bugs.launchpad.net/evergreen/+bug/1746020
>
>
>
> On Mon, Jan 29, 2018 at 10:08 AM, Jason Stephenson 
> wrote:
>
> On 

Re: [OPEN-ILS-GENERAL] Label Printer Context and spine labels

[Morgan, Michele]

Hi Josh,

I haven't looked at this in a while, but have run into at least one place
where printers configured under the contexts weren't used. This Launchpad
bug is one example:

https://bugs.launchpad.net/evergreen/+bug/1193405

I don't know if this is an issue with label printing. You could try going
to about:config in the client and changing "print.printer" to point to your
label printer to see if that's the issue. That's how we worked around the
problem for the Simplified Pull List.

Hope this helps,
Michele

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


On Thu, Oct 5, 2017 at 10:58 AM, Josh Stompro 
wrote:

> Hello, I’ve been having some problems setting up a spine label printer on
> one computer.
>
>
>
> Even though I go into the workstation printer settings editor and set the
> correct printer as the default printer for the label context, whenever I
> press the print page button on the spine label preview and print page, it
> aways defaults to sending the print job to the windows default printer.
> When I look at the config files in the client profile directory, it looks
> like the different printer contexts are setup correctly.  We are running eg
> 2.10.6 right now.
>
>
>
> Has anyone run into this before?  I about ready to delete the client
> profile and try setting it up again, but I thought I would ask first.
>
>
>
> Thanks
>
> Josh
>
>
>
> Lake Agassiz Regional Library - Moorhead MN larl.org
>
> Josh Stompro | Office 218.233.3757 EXT-139 <(218)%20233-3757>
>
> LARL IT Director | Cell 218.790.2110 <(218)%20790-2110>
>
>
>

Re: [OPEN-ILS-GENERAL] FROM field in the action trigger notices?

[Morgan, Michele]

Jennifer,

The notice grouping discussion aside, you can try the following for your
>From address to get the email address of the library at which the checkout
occurred:

From: [%- params.sender_email || helpers.get_org_setting(
target.0.circ_lib.id, 'org.bounced_emails') || default_sender %]

helpers.get_org_setting(target.0.circ_lib.id, 'org.bounced_emails') will
get the value of the library setting "Sending email address for patron
notices" (aka org.bounced_emails) for the circ library of the first
checkout on the notice.

Hope this helps,
Michele

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


On Wed, Aug 23, 2017 at 5:54 PM, Terran McCanna <
tmcca...@georgialibraries.org> wrote:

> >>Is there a way to group notices by circulating library?<<
>
> I'm not really sure - I would think it would have to group it by both usr
> AND circ library  (so a user might get multiple emails, but each email
> would have items grouped for a specific circ library) and I don't think
> that's currently possible in the action trigger interface (hopefully
> someone will correct me if I'm wrong).
>
> I'm trying to think of other ways to approach it...
>
> You could still use the usr grouping, but grab the circ library from the
> first item in the group - this would work for most emails, except when a
> patron had items due for more then one library on the same day.
>
> You could also list the library & email address of the circ library along
> with each item that is listed. That would potentially make the emails much
> longer, and they wouldn't always just be able to hit Reply, but at least
> the information would be accurate.
>
>
> Terran McCanna
> PINES Program Manager
> Georgia Public Library Service
> 1800 Century Place, Suite 150
> Atlanta, GA 30345
> 404-235-7138 <(404)%20235-7138>
> tmcca...@georgialibraries.org
>
>
> On Wed, Aug 23, 2017 at 5:45 PM, Walz, Jennifer  wrote:
>
>> Terran,
>>
>>
>>
>>   Nope.   And I think that is where the difficulty lies.We are not
>> sure how to send out notices so that when the person replies, they are
>> responding to the circulating library where the item originated – and NOT
>> to their home library (who has no idea about that item).
>>
>>
>>
>>   Does that make sense?How then should we set these up so that they
>> work in a different manner.   We don’t want to keep confusing the patrons.
>>   But it IS nice that one notice goes out for all items. Rather than
>> the patron maybe getting one notice for each and every item.  Oy!Is
>> there a way to group notices by circulating library?
>>
>>
>>
>> Thanks!
>>
>>
>>
>> Jennifer
>>
>>
>>
>> *From:* Open-ils-general [mailto:open-ils-general-bounc
>> e...@list.georgialibraries.org] *On Behalf Of *Terran McCanna
>> *Sent:* Wednesday, August 23, 2017 5:40 PM
>> *To:* Evergreen Discussion Group
>> *Subject:* Re: [OPEN-ILS-GENERAL] FROM field in the action trigger
>> notices?
>>
>>
>>
>> Hi Jennifer,
>>
>> Most of our notices are grouped by usr so that the patron gets 1 message
>> with multiple items rather than an individual message for each item.
>> Because there can be multiple items, there can also be multiple circulating
>> libraries. Are you sending an individual message for each item?
>>
>>
>> Terran McCanna
>> PINES Program Manager
>> Georgia Public Library Service
>> 1800 Century Place, Suite 150
>> Atlanta, GA 30345
>> 404-235-7138 <(404)%20235-7138>
>> tmcca...@georgialibraries.org
>>
>>
>>
>> On Wed, Aug 23, 2017 at 4:45 PM, Walz, Jennifer 
>> wrote:
>>
>> All –
>>
>>
>>
>> We are having some issues with our notices.   When they go out, they have
>> this in the template:
>>
>>
>>
>> From: [%- params.sender_email || helpers.get_org_setting(user.home_ou,
>> 'org.bounced_emails') || default_sender %]
>>
>>
>>
>>   However, we would like the FROM field to have the CIRCULATING Library
>> as the FROM library.  How do we do that?Currently, it looks like it is
>> coming from the home library.  But the item generating the notice is the
>> circulating library and that one is different.We would like that email
>> to be in the FROM  field.
>>
>>
>>
>> Thanks!
>>
>>
>>
>> Jennifer
>>
>> --
>> Jennifer Walz, MLS - Head of ILS emails
>> Kinlaw Library -  *Asbury University*
>> One Macklem Drive, Wilmore, KY 40390
>> 859-858-3511 ext. 2269 <(859)%20858-3511>
>> jlw...@asbury.edu
>>
>>
>>
>>
>>
>
>

Re: [OPEN-ILS-GENERAL] transit

[Morgan, Michele]

Just a note about the Missing Pieces functionality. I could not find
documentation on it when I looked awhile back, so I just opened a Launchpad
bug with a brief summary:

https://bugs.launchpad.net/evergreen/+bug/1706664



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


On Wed, Jul 26, 2017 at 8:12 AM, Boyer, Jason A 
wrote:

> It may be that a bug needs to be entered to let the Missing Pieces feature
> "override" a canceled transit but in the meantime you don't have to
> necessarily look up the last patron and go through all of that. If you use
> the "Suppress Holds and Transits" option in the Checkin Modifiers menu on
> the Checkin screen you can check the item in to remove the Canceled Transit
> status without triggering any new holds or transits; then you should be
> able to mark the item missing pieces normally.
>
>
>
> Jason
>
>
>
> --
>
> Jason Boyer
>
> MIS Supervisor
>
> Indiana State Library
>
> http://library.in.gov/
>
>
>
> *From:* Open-ils-general [mailto:open-ils-general-
> boun...@list.georgialibraries.org] *On Behalf Of *Diane Disbro
> *Sent:* Wednesday, July 26, 2017 7:57 AM
> *To:* Evergreen Discussion Group  georgialibraries.org>
> *Subject:* Re: [OPEN-ILS-GENERAL] transit
>
>
>
>  This is an EXTERNAL email. Exercise caution. DO NOT open attachments
> or click links from unknown senders or unexpected email. 
> --
>
> The Set Item as Missing Pieces is such a cool feature - when there isn't a
> transit. We can go back to handling missing pieces the way we did with our
> previous ILS. Find the last patron to circ the item and check it out to
> him. Then we won't have to worry about transits.
>
>
>
> Thank you for letting me think out loud.
>
>
> Diane Disbro
>
> Circulation Coordinator/Branch Manager
>
> Union Branch
>
> Scenic Regional Library
>
> 308 Hawthorne Drive
>
> Union, MO 63084
>
> (636) 583-3224
>
>
>
> On Tue, Jul 25, 2017 at 6:03 PM, Kathy Lussier 
> wrote:
>
> Hi Diane,
>
> Thanks for the explanation! I see there is a Launchpad ticket on this -
> https://bugs.launchpad.net/evergreen/+bug/1257910 - and I don't see any
> sign that anyone is working on it. I would say that a number of backend
> changes will be required to fix this issue, and the web client isn't
> something that will be making backend changes.
>
> It would be good to hear how others handle this workflow in libraries that
> are using the Mark Missing Pieces action. I'm not one of them, but I see
> that  there is a distinct 'Scan Item as Missing Pieces' action in the
> circulation menu. If the staff person notices the missing pieces before the
> checkin scan (I know this isn't always the case), it looks like it could be
> scanned there without a risk of sending the item into transit.
>
> Kathy
>
> On 07/25/2017 06:21 PM, Diane Disbro wrote:
>
> You and Terran are both correct about the Damaged Item issue!
>
>
>
> We can’t, however, Edit Item Attributes in the Copy Editor while an item
> has a status of In Transit or Canceled Transit, right?
>
>
>
> We can only mark something as Missing Pieces from the Check In screen. If
> you try to choose Missing Pieces from Actions after the transit is
> triggered, the skull and cross bones pop up.
>
>
>
> Thank you for a forum to discuss this!
>
>
>
> *Diane Disbro*
>
> Circulation Coordinator/Branch Manager
>
> Union Branch
>
> Scenic Regional Library
>
> 308 Hawthorne Drive
>
> Union, MO 63084
>
> 636-583-3224 <(636)%20583-3224>
>
> ddis...@scenicregional.org
>
> www.scenicregional.org
>
>
>
>
>
> *From:* Open-ils-general [mailto:open-ils-general-
> boun...@list.georgialibraries.org
> ] *On Behalf Of *Kathy
> Lussier
> *Sent:* Tuesday, July 25, 2017 5:01 PM
> *To:* open-ils-general@list.georgialibraries.org
> *Subject:* Re: [OPEN-ILS-GENERAL] transit
>
>
>
> Hi Diane,
>
> Thank you! I guess we can check it out to the last patron and make it
> Damaged from his items out screen -> show item details. We did create a
> Mending account to get around the transit issue for items needing mending.
> We just check them out to the Mending account.
>
> The series of steps I just tried may not be the same steps that led to
> your canceled transit, but, in my testing, I found that I could check in
> the item with the canceled transit and then immediately mark it as damaged
> from the checkin screen. The system remembered the last patron and billed
> them (I have the library setting enabled that automatically bills a patron
> for a damaged item. Are you not seeing the same thing?
>
> If an item is missing pieces, we have to go through several steps to set
> it as Missing Pieces. Cancel the transit, change the circulating library,
> sometimes make the item not holdable, then check it in.
>
> I'm not very familiar with the process to set an item to 

Re: [OPEN-ILS-GENERAL] Issue holds

[Morgan, Michele]

Eva,

Could this bug describe your problem?

https://bugs.launchpad.net/evergreen/+bug/1380735

Can you check to see if the mint_condition field is "false" in your serial
copies?

Hope this helps,
Michele

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


On Mon, Jul 3, 2017 at 10:46 AM, Cerninakova Eva  wrote:

> Hi all,
>
> does anyone have an experience with serial issues holds?
>
> We started circulating serial issues some time ago. It has brought the
> need to the staff or patrons to place hold on particular serial issue time
> to time (if the desired issue has been checked out). However, the serial
> issue hold capturing behave differently from book holds. In a fact, any
> serial issue have never been successfully captured for the hold at check in
> and the same applies for a Hold capture interface.
> We looked at the record holds list interface. There has been displayed
> information "no copy" in the "current copy" column. This has not changed
> even after the particular serial issue has been checked in.
> I have checked whether the copy of the serial issues or shelving location
> has been  holdable - they definitely has. I have also tried various check
> in modificators. Nothing have worked for us.
> Could I have miss any setting? Or could it be a bug?
>
> Thanks in advance for any ideas.
>
> Eva
>
>
>
>
>
>
>
>
>
> ---
> Mgr. Eva Cerniňáková
> cer...@jabok.cz
> Tel. +420 211 222 409 <+420%20211%20222%20409>
>
> Knihovna Jabok
> http:/knihovna.jabok.cz
> Tel.  +420 211 222 410 <+420%20211%20222%20410>
> Jabok - Vyšší odborná škola sociálně pedagogická a teologická
> Salmovská 8, 120 00 Praha 2
>
>

Re: [OPEN-ILS-GENERAL] June bug squashing week?

[Morgan, Michele]

Hi Terran,

I would plan to participate in an official Bug Squashing week were it to
happen, but am fine with it not happening, too. One doesn't need an
official reason to squash bugs ☺

It must be a lot of work on your end, and there certainly is a lot of
activity already, especially with the web client bugs. But having an
official bug squashing week might motivate users who aren't already engaged
in squashing and feedback to focus on bugs.

Thanks,
Michele

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


On Wed, Jun 7, 2017 at 1:26 PM, Terran McCanna <
tmcca...@georgialibraries.org> wrote:

> Hi everyone,
>
> I had planned for a bug squashing week for June 19-23, but since the web
> client bug squashing has been so intensive lately and since Galen recently
> had a web client feedback fest and then has another one scheduled for
> August 7-11, I wonder if this June session is overkill.
>
> Please respond to me off-list if you would plan to participate if I go
> forward with it.
>
> Thank you!
>
>
> Terran McCanna
> PINES Program Manager
> Georgia Public Library Service
> 1800 Century Place, Suite 150
> Atlanta, GA 30345
> 404-235-7138 <(404)%20235-7138>
> tmcca...@georgialibraries.org
>
>

Re: [OPEN-ILS-GENERAL] Webby permissions

[Morgan, Michele]

Hi Janice,

I did a quick test of in-house use in the 2.12.1 staff client vs. the
2.12.1 web client and was able to record in house use in both clients. Are
you logged in as a different user in the web client?

-Michele

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


On Tue, May 23, 2017 at 10:19 AM, Janice Huber <
janice.hu...@asburyseminary.edu> wrote:

> We started using the Webby yesterday but found we were running into
> permission issues with things like Record In House Use. It works fine in
> the client 2.12 for the same workstation. Is this a known issue or are we
> messed up?
>
> Thanks,
>
>
> Janice Huber
> Library Help Desk Manager
> 204 N Lexington Ave
> Wilmore, KY 40390
> 859.858.2230 <(859)%20858-2230>
>

Re: [OPEN-ILS-GENERAL] Items not on Reserve being held for a patron

[Morgan, Michele]

Hi Dawn,

One more thing worth mentioning. Evergreen allows you to create additional
statuses, so you could consider creating the statuses you mentioned above
for that purpose.

I would echo what Joan said, though, that it's preferable to place a hold
for the patron. That way the system does the work of keeping track of the
item. Also, you'll have the benefit of tracking this type of service in
your filled holds statistics.

Hope this helps,
Michele

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


On Fri, May 19, 2017 at 8:38 AM, Dawn Fritz  wrote:

> Thank you all for the insight and definitions!
>
> Dawn
>
> On Fri, May 19, 2017 at 8:01 AM, Kathy Lussier 
> wrote:
>
>> Hi Dawn,
>>
>> I also wanted to provide some explanation on  the use for the reserves
>> statuses you mentioned.
>>
>> The reserves status is something that is used for academic course
>> reserves.
>>
>> On reservation shelf is something that's used in conjunction with the
>> booking module. It's basically the 'on the holds' shelf equivalent for
>> items that are booked for a specific time period.
>>
>> I hope this helps!
>>
>> Kathy
>>
>> On 05/19/2017 07:28 AM, Joan Kranich wrote:
>>
>> Hi Dawn,
>>
>> Our libraries do not change the status of the item when a patron asks for
>> the item to be set aside for them.  Most of our libraries place a Hold for
>> the patron, check in the item, and place it on the Holds Shelf.
>>
>> Joan
>>
>> On Thu, May 18, 2017 at 3:00 PM, Dawn Fritz  wrote:
>>
>>> Hi,
>>>
>>> We will be moving from Sierra to Evergreen this October. Presently, when
>>> a patron asks us to put an item which is on the shelf aside for them, we
>>> change the item status to "Main Lib hold", "Branch 1 hold" or "Branch 2
>>> hold". These statuses reflect our 3 branches and help in searches for the
>>> items. There is no fee charged to the patron for this service. When we
>>> check the item out to the patron, the system prompts us to clear the hold
>>> status.
>>>
>>> I see in Evergreen that there are 2 statuses which contain the word
>>> "Reserve". Does anyone use these for held items which don't have the "On
>>> Holds shelf" designation? Also, does anyone have a way to show which branch
>>> has the item?
>>>
>>> Thanks,
>>>
>>> Dawn Fritz - Circulation Manager
>>> Bethlehem Area Public Library
>>> Bethlehem Pa
>>>
>>>
>>
>>
>> --
>> Joan Kranich
>> C/W MARS Member Services
>> jkran...@cwmars.org
>> 508-755-3323 ext. 321 <(508)%20755-3323> or ext. 1
>>
>>
>> --
>> Kathy Lussier
>> Project Coordinator
>> Massachusetts Library Network Cooperative(508) 343-0128kluss...@masslnc.org
>> Twitter: http://www.twitter.com/kmlussier
>>
>>
>

Re: [OPEN-ILS-GENERAL] What does the "Holds Expire Alert Interval" library setting do?

[Morgan, Michele]

Jane,

My first thought on this org unit setting was that it defined an interval
for a client alert when a patron has a hold that is soon to expire. Maybe
similar to the *circ.patron_expires_soon_warning* ou setting, which sets an
interval to show a warning at checkout when a patron account is soon to
expire.

But I can't see that the *circ.hold_expire_alert_interval* ou setting is
actually used anywhere. Maybe someone with better eyes than mine can shed
some light?

-Michele

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


On Wed, May 3, 2017 at 6:55 PM, Jane Sandberg 
wrote:

> I'm cleaning up various weird values in our Library Settings, and this one
> puzzles me.  Is it somehow useful when working with "Your hold is about to
> expire" notifications through the Action Triggers functionality?  Or is it
> something special on its own?
>
> Thanks for your help!
>
>   - Jane
>
> --
> Jane Sandberg
> Electronic Resources Librarian
> Linn-Benton Community College
> sand...@linnbenton.edu / 541-917-4655 <(541)%20917-4655>
> Pronouns: she/her/hers or they/them/theirs
>

Re: [OPEN-ILS-GENERAL] Problem with update_volume permissions

[Morgan, Michele]

Jennifer,

Are you assigning a *Secondary Permission Group* to the user? Or are you
editing the *Main (Profile) Permission Group*? If it's a secondary, you may
be running into this bug:

https://bugs.launchpad.net/evergreen/+bug/1480432

If this is your issue, you can try setting your new permission group as the
user's main profile.

Hope this is helpful,
Michele

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


On Mon, Apr 24, 2017 at 4:26 PM, Walz, Jennifer  wrote:

> Chris,
>
>
>
> Thanks for that information.   Currently we have the permission groups set
> up in a pretty flat tree:
>
>
>
>   Staff
>
> -ACQ
>
> -Cat
>
> -Circ
>
> -Cat admin
>
> -Circ admin
>
> -Tech workers
>
> -ILL
>
> -Etc
>
>
>
>   There are no further levels.
>
>
>
>I was trying to create another one on the same level as the two Acq and
> Cat, but combined.  So, I was not going down another level.
>
>
>
>   And it looks to me like maybe they were ALL inheriting something from
> the staff level.  So, I will check that first.   But regardless of whatever
> is set at the cat, acq, tech workers, etc level, every single one of those
> users has  the individual user permission set lower still.
>
>
>
> Here is what I am seeing.   At the permission group editor – in the group
> permissions tab – I set the “update_volume” to the consortium level.   But
> when I go to the user account that has been assigned to that permission
> group, their individual user permission for “update_volume” is at the
> branch.   And I cannot change it or remove it at the user level.  It
> remains always at the branch.
>
>
>
>   I will look into the server permissions table.  Could be something is
> corrupted there.
>
>
>
> Thanks!
>
>
>
> Jennifer
>
>
>
> *From:* Open-ils-general [mailto:open-ils-general-
> boun...@list.georgialibraries.org] *On Behalf Of *Chris Sharp
> *Sent:* Monday, April 24, 2017 4:14 PM
> *To:* Evergreen Discussion Group
> *Subject:* Re: [OPEN-ILS-GENERAL] Problem with update_volume permissions
>
>
>
> Jennifer,
>
> Permissions are inherited.  Here's a sample permissions tree:
>
> Staff
>
>  - Catalogers
>
>   - AcqCataloger
>
>- (individual user with the 'AcqCataloger' profile)
>
> Permissions can get assigned at any level in the tree, but if the
> permission is assigned at more than one level, the "lower down the tree"
> (towards the individual user) assignments override those assigned "higher
> up the tree" (towards "Staff").  For example, it sounds like the users
> being "downgraded" have the UPDATE_VOLUME permission assigned to them at
> the individual user level at a depth that is too low.  Since it's
> impossible to tell from the User Permission Editor interface what's what,
> you might need the assistance of systems staff with database access to do
> some cleanup.  The relevant table for user-assigned permissions is
> permission.usr_perm_map.
>
> By the way, in PINES we have tried to get away from assigning too many
> permissions at the individual user level, and the situation you're in is
> one of the reasons.
>
> I'll also share a tool we have that will show a profiles combined
> permissions (again, someone with database access would need to run it):
> http://git.evergreen-ils.org/?p=contrib/pines.git;a=blob;f=
> helper-scripts/get_combined_perms_per_profile.sh;h=
> 0c0b5f80c01fe417638cde2a02cb799f7c71fb46;hb=HEAD
>
> Once the script is created, it can be evoked with the permission group's
> name (e.g. "./get_combined_perms_per_profile AcqCataloger" to use the
> above example).  That might help you sort things out.
>
> Hope that's helpful!
>
> Chris
>
>
>
> On Mon, Apr 24, 2017 at 2:51 PM, Walz, Jennifer  wrote:
>
> All –
>
>
>
>   We have set up a new permission group where we would like to combine the
> functions / permissions of the acquisitions and cataloging all into one.
> So, I created a new permissions group, and added all the permissions to
> that new group that looked like it dealt with both acq and cat functions.
> Then I assigned a new staff patron login to that permission group.
>
>
>
> Here is where we are running into a problem.  NO MATTER what depth I have
> assigned at the permission group level for the ‘update_volume’ permission,
> it keeps getting ‘downgraded’ to the lowest depth at the user permission
> level.   What is going on?  What am I missing?   This new staff person
> cannot make changes beyond the branch depth.  Why?
>
>
>
>   What other factors affect the ‘update_volume’ permissions?  Are there
> some other permissions that work in tandem?
>
>
>
>   BTW, I have already authorized this patron account to have working
> locations for the OU across the consortium / system / library depths.
>
>
>
>   Thanks!
>
>
>
> Jennifer
>
> --
> Jennifer Walz, MLS 

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

[Morgan, Michele]

Hi Josh,

Please see below:



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


On Wed, Jan 25, 2017 at 9:50 AM, Josh Stompro <stomp...@exchange.larl.org>
wrote:

> Michele, I’ve been thinking about your recommendation off and on, and now
> a year later I’m looking back into making this change,  but I want to make
> sure I understand all the issues created from this change.
>
>
>
> · Pull list shouldn’t be effected; only available/reshelving
> items should show up on the pull list.
>
Correct.

> · Missing items could still be hidden from the catalog, so public
> users wouldn’t place holds on titles that have no visible copies.
>
Correct, the opac_visible flag for the status could still be FALSE.


> · Patrons may be able to place holds on titles that have
> non-holdable visible copies along with invisible holdable copies.
>
Yes, that's true...

> · Staff will be able to place holds on titles that have only
> missing copies.
>
Also true, but the good thing is, allowing holds of this kind can alert
staff that there's a need.

> · Any reports that make use of config.copy_status.holdable may
> need to manually exclude missing status, for purchase alert/high demand
> holds reports for instance.  We wouldn’t want a missing copy to count
> towards a hold/copy ratio.  It may not be possible to use the built in
> reporter hold/copy ratio data sources at all since they would consider all
> Missing  copies holdable and count them as holdable copies.
>
Yes, that's a good point. In our reports we generally use explicit status
criteria.

> · We already have a report that goes twice a month with lists of
> holds on titles that have no holdable copies so staff can deal with them,
> so that should cover the ones that slip through.
>
Yes, that should cover it. We feel that allowing rather than denying
unfillable-at-the-moment holds and using frequent reports to identify the
unfillable holds provides valuable information for library staff. After
all, patrons don't want just the titles libraries have readily available at
the moment. We maintain a series of reports run daily for our libraries for
managing holds which helps them identify the holds that need attention.

>
>
> Does that seem to cover it?
>
>
>
> Could you also let me know what the other statuses were that you changed.
> How about lost status?  We move things to lost fairly quickly (14 days
> overdue) so we have quite a few lost items.
>

We actually changed most of the statuses to be holdable, only a few like
Bindery, Discard/Weed and a few others that are rarely used are still
nonholdable. Lost and Lost and Paid and pretty much all other statuses are
holdable.

This seems to be working well for us, libraries only need to use the
retarget checkin modifier for newly added items.

Hope this info helps with your decision process,
Michele


>
>
> I wonder if there has ever been any thought on having a new copy status
> flag, something like ‘capture allowed’.   Something that would allow copies
> to be captured to fill holds, but wouldn’t count as holdable.  Maybe
> action.hold_copy map could have a flag so when targeting or looking for
> holdable copies only holdable copies would be considered, but during check
> in captureable copies would be considered for opportunistic capture.  That
> way certain statuses (lost/missing/long overdue/cataloging) might work a
> little smoother at check in.
>
>
>
> Thanks
>
>
>
> Josh Stompro - LARL IT Director
>
>
>
> *From:* Open-ils-general [mailto:open-ils-general-bounc
> e...@list.georgialibraries.org] *On Behalf Of *Josh Stompro
> *Sent:* Thursday, March 31, 2016 1:45 PM
>
> *To:* Evergreen Discussion Group
> *Subject:* Re: [OPEN-ILS-GENERAL] Missing item check-in - handling holds
>
>
>
> Michele,
>
>
>
> Thanks for the suggestion.  We will look into trying this out.
>
>
>
>
> Josh Stompro - LARL IT Director
>
>
>
> *From:* Open-ils-general [mailto:open-ils-general-bounc
> e...@list.georgialibraries.org
> <open-ils-general-boun...@list.georgialibraries.org>] *On Behalf Of *Morgan,
> Michele
> *Sent:* Wednesday, March 30, 2016 10:05 AM
> *To:* Evergreen Discussion Group
> *Subject:* Re: [OPEN-ILS-GENERAL] Missing item check-in - handling holds
>
>
>
> Josh,
>
> To avoid the issues with Missing copies not capturing holds, we changed
> the config.copy_status.holdable flag for the Missing status to TRUE. This
> means that items with status Missing get entries in the hold_copy_map and
> can be captured when checked in.
>
> We did this with a handful of the more transient statuses that were not

Re: [OPEN-ILS-GENERAL] Self check receipt customization

[Morgan, Michele]

Hi Jessica,

Here is a trigger template (lightly tested) that does this for the
selfcheck items out slip:

[%- USE date -%]
[%- SET user = target.0.usr -%]

 li { padding: 8px; margin 5px; }
[% date.format %]

[% user.family_name %], [% user.first_given_name %]

[% FOR circ IN target %]

[% helpers.get_copy_bib_basics(circ.target_copy.id).title
%]
Barcode: [% circ.target_copy.barcode %]
Due Date: [%
date.format(helpers.format_date(circ.due_date), '%Y-%m-%d') %]
[% SET total = total +
helpers.get_copy_price(circ.target_copy) %]


[% END %]


You saved $[% total %] by using your library!



Should be similar for the checkout slip.

We do have some libraries that use a different receipt configuration than
the system-wide one. These were set up by cloning the consortium trigger,
tweaking the template and setting the Owning Library to the match the
library that wanted the custom slip.

Hope this is helpful,
Michele


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


On Mon, Nov 28, 2016 at 1:20 PM, Jessica Woolford 
wrote:

> Hi all,
>
> Last week, we had a library request that the message that says, "You saved
> $XX.XX by using your library today!" (where $XX.XX would be the total cost
> of the items checked out) be added to their self check receipts. I know
> this is possible for receipts printed from the staff client, but because
> the self check receipts are managed from Notification/Action triggers, I
> understand that the code would need to be different. Has anybody figured
> out a way to get this on their self check receipts?
>
> On a related note, does anyone have separate receipt configuration for the
> libraries using self check, or do your libraries share the same template?
> Our libraries all share the same template right now.
>
> Thanks!
>
> Jessica
>
> --
> Jessica Woolford
> Interim Evergreen Systems Manager
> Bibliomation, Inc.
> 24 Wooster Ave.
> Waterbury, CT 06708
> 203-577-4070 ext. 105
>

Re: [OPEN-ILS-GENERAL] opposite of force/recall hold

[Morgan, Michele]

Hi Holly,

A quick test indicates that -1 yields a *higher* priority than 0, so
Thomas's suggestion of setting to 1 should do the trick for the priority.
As pointed out in irc, though, the staff holds would still block renewals.

I assume this would not be the case if the library setting "Block Renewal
of Items Needed for Holds" is set to false.

-Michele

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


On Tue, Oct 11, 2016 at 3:34 PM, Holly Brennan <haderh...@ci.homer.ak.us>
wrote:

> Thanks, Eva, Michele, and Thomas!
>
> Seeing that we have never messed with Hold Priority, all our permission
> groups currently have Hold Priority = 0. So if I want our cataloging staff
> to have their holds "coast" along, I should set their Hold Priority to 1?
>
> Thanks for the clarification!
>
> -Holly
>
> -Original Message-
> From: Open-ils-general [mailto:open-ils-general-
> boun...@list.georgialibraries.org] On Behalf Of Thomas Berezansky
> Sent: Tuesday, October 11, 2016 6:25 AM
> To: Evergreen Discussion Group
> Subject: Re: [OPEN-ILS-GENERAL] opposite of force/recall hold
>
> MVLC uses that functionality for ILL cards, though as far as I know you
> have it backwards.
>
> Due to how the sorting works a higher value is lower priority. That is, -1
> will come before 0 which will come before 1, all else being equal. This is
> due to the fact that it is sorted as a number, as-is. If it is supposed to
> go the other direction then some code changes (and probably an inverting of
> all configured values in an upgrade script) would be needed.
>
> This confused me when I first configured it.
>
> Thomas Berezansky
> Assistant Network Administrator
> Merrimack Valley Library Consortium
> 4 High ST, Suite 175
> North Andover, MA 01845
> Phone: 978-557-8161
>
> -----Original Message-
> From: Open-ils-general [mailto:open-ils-general-
> boun...@list.georgialibraries.org] On Behalf Of Morgan, Michele
> Sent: Tuesday, October 11, 2016 09:03
> To: Evergreen Discussion Group <open-ils-general@list.georgialibraries.org
> >
> Subject: Re: [OPEN-ILS-GENERAL] opposite of force/recall hold
>
> Hi Holly,
>
>
> In terms of existing functionality, you can assign a "Hold Priority" to a
> permission group in Admin -> Server Admin -> Permission Groups. By default
> it's zero, and you can set it to a positive or negative number. A negative
> number would give a user in that permission group a lower priority for
> holds.
>
>
> I haven't tested this out, but it may work for your situation.
>
>
> Hope this helps,
>
> Michele
>
>
> --
> Michele M. Morgan, Technical Support Analyst
>
> North of Boston Library Exchange, Danvers Massachusetts
> mmor...@noblenet.org <mailto:mmor...@noblenet.org>
>
>
> On Sun, Oct 9, 2016 at 7:02 AM, Cerninakova Eva <cer...@jabok.cz  cer...@jabok.cz> > wrote:
>
>
> Hi Holly,
>
> when we need to catch particular copy of material that is
> circulating at a time and don't want to place a hold, we usually use the
> "Alert message" in copy editor. When the copy is being checked in (or out)
> the message pops out and the staff is alerted that an action should be
> taken with the copy (I am not sure if there isn´t any settling that could
> affect the popping out). The alert message pops out until it has been
> deleted. It is possible to apply the alert message to more copies at once.
>
> I think this might solve your problem temporarily (though I
> understand that it might be complication to confirm the overriding of alert
> message every time the DVD is being checked in/out until the DVD is no more
> on hold).
>
>
> Eva
>
>
>
>
>
>
>
> ---
> Mgr. Eva Cerniňáková
> cer...@jabok.cz <mailto:cer...@jabok.cz>
> Tel. +420 211 222 409 <tel:%2B420%20211%20222%20409>
>
> Knihovna Jabok
> http:/https://linkprotect.cudasvc.com/url?a=https://
> knihovna.jabok.cz=E,1,4LkrwcDe4UphDxdvf0rRMWPT4CWyzc
> Xd9KdQoUu5h0Em6Ax2ssuloygBUU2y2Dn8NlgEWU_AgK41E4Qt2OVlP_
> FvQfFOYGHdXhh2E4TI=1 <https://linkprotect.cudasvc.
> com/url?a=http://knihovna.jabok.cz=E,1,J9bGTQZmGFCyLHLnY3bVO5F2jNnnqu
> RlNXJ2IC8u6JKw-VeyYv_ppEtLKcSd5MaVEMOQbZL3IueLii8lR
> 8gTJgGCDVqHLbhN0rq5c-TB5sA,=1>
> Tel.  +420 211 222 410 <tel:%2B420%20211%20222%20410>
>
> Jabok - Vyšší odborná škola sociálně pedagogická a teologická
> Salmovská 8, 120 00 Praha 2
>
>
>
> 2016-10-08 16:59 GMT+02:00 Benjamin Kalish <
> bkal...@forbeslibrary.org

Re: [OPEN-ILS-GENERAL] opposite of force/recall hold

[Morgan, Michele]

Hi Holly,

In terms of existing functionality, you can assign a "Hold Priority" to a
permission group in Admin -> Server Admin -> Permission Groups. By default
it's zero, and you can set it to a positive or negative number. A negative
number would give a user in that permission group a lower priority for
holds.

I haven't tested this out, but it may work for your situation.

Hope this helps,
Michele

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


On Sun, Oct 9, 2016 at 7:02 AM, Cerninakova Eva  wrote:

> Hi Holly,
>
> when we need to catch particular copy of material that is circulating at a
> time and don't want to place a hold, we usually use the "Alert message" in
> copy editor. When the copy is being checked in (or out)  the message pops
> out and the staff is alerted that an action should be taken with the copy
> (I am not sure if there isn´t any settling that could affect the popping
> out). The alert message pops out until it has been deleted. It is possible
> to apply the alert message to more copies at once.
>
> I think this might solve your problem temporarily (though I understand
> that it might be complication to confirm the overriding of alert message
> every time the DVD is being checked in/out until the DVD is no more on
> hold).
>
> Eva
>
>
>
>
>
>
> ---
> Mgr. Eva Cerniňáková
> cer...@jabok.cz
> Tel. +420 211 222 409
>
> Knihovna Jabok
> http:/knihovna.jabok.cz
> Tel.  +420 211 222 410
>
> Jabok - Vyšší odborná škola sociálně pedagogická a teologická
> Salmovská 8, 120 00 Praha 2
>
>
> 2016-10-08 16:59 GMT+02:00 Benjamin Kalish :
>
>> I agree that this would be useful.
>>
>> Benjamin Kalish
>> Forbes Library / 413-587-1012 / bkal...@forbeslibrary.org
>>
>> Currently reading: *All the Light We Cannot See* by Anthony Doerr
>> Just Finished: *Sorcery & Cecelia: or The Enchanted Chocolate Pot *by 
>> Patricia
>> C. Wrede and Caroline Stevermer
>>
>> For information about accessibility at the library, please see:
>> http://forbeslibrary.org/accessibility/
>>
>> On Fri, Oct 7, 2016 at 8:39 PM, Holly Brennan 
>> wrote:
>>
>>> A staff member needs to put a lot of DVDs on hold to assess the physical
>>> condition, but is in no rush. We don’t want to prevent patrons from
>>> renewing items they have just because of our staff hold.
>>>
>>>
>>>
>>> In other words, we’re looking for something that’s the opposite of the
>>> force/recall hold types. A “timid” hold….a pushover that’s okay with being
>>> sent to the back of the line until absolutely no one else cares about the
>>> item. It would speak up only after the item is checked in and moves to
>>> Available status.
>>>
>>>
>>>
>>> Anyone else feel this would be a useful addition? Or maybe there’s a way
>>> to make this process work with the existing ILS functions? Thanks!
>>>
>>>
>>>
>>> -Holly
>>>
>>>
>>>
>>>
>>>
>>>
>>>
>>> Holly Brennan
>>>
>>> Technology Specialist
>>>
>>> Homer Public Library
>>>
>>> Homer, Alaska
>>>
>>>
>>>
>>> hbren...@cityofhomer-ak.gov
>>>
>>> 907-435-3154 (direct)
>>>
>>> 907-235-3180 (main desk)
>>>
>>>
>>>
>>
>>
>

Re: [OPEN-ILS-GENERAL] Hold settings

[Morgan, Michele]

Hi Don,

In addition to the Copy Location Joan mentioned, another field that can
affect holdability is the Copy Status field.

In the Alternate View in Item Status, if you hover over the Copy Location
and Status fields with the mouse pointer, you will see a pop-up that shows
how the holdability flags are set for those fields.

Hope this helps,
Michele

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


On Tue, Aug 2, 2016 at 9:41 AM, Joan Kranich  wrote:

> Hi Don,
>
>
>
> Is the Copy Location of this item Holdable?
>
>
>
> Joan
>
>
>
> Joan Kranich
>
> Member Services Supervisor
>
> C/W MARS, Inc.
>
> 508-755-3323, ext. 321 or ext. 1
>
>
>
> *From:* Open-ils-general [mailto:
> open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Donald
> Butterworth
> *Sent:* Tuesday, August 2, 2016 8:17 AM
> *To:* Evergreen Discussion Group <
> open-ils-general@list.georgialibraries.org>
> *Subject:* [OPEN-ILS-GENERAL] Hold settings
>
>
>
> Hi All,
>
> In the "Holdable?" category in the Copy Editor, the value is "Yes", but in
> the "Holdable" column on the Record Summary screen, the value is "Not
> holdable".
>
> Could someone please tell us what check box we have failed to check?
>
> Don
>
>
> --
>
> Don Butterworth
> Collection Management Librarian /
> Faculty Associate
> B.L. Fisher Library
> Asbury Theological Seminary
> don.butterwo...@asburyseminary.edu
> (859) 858-2227
>

Re: [OPEN-ILS-GENERAL] Selfcheck questions

[Morgan, Michele]

Hi Chauncey,

For item 1, have a look at this Launchpad bug:

https://bugs.launchpad.net/evergreen/+bug/1371752

The values for the override events don't get stored in the database
correctly if they are entered via the staff client. The bug describes how
the values need to be stored. If formatted correctly, it works as it should
to automatically override the configured events.

Our entry for the circ.selfcheck.auto_override_checkout_events setting
looks like this in the db:

["COPY_ALERT_MESSAGE","COPY_NOT_AVAILABLE"]

Hope this helps,
Michele

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


On Thu, Jun 2, 2016 at 2:25 PM, Terran McCanna <
tmcca...@georgialibraries.org> wrote:

> Hi Chauncey,
>
> For item 2 - if I remember correctly, I think you may be able to configure
> opac.barcode_regex to have it accept barcodes... but then it won't accept
> user names. I don't believe there is currently a way to have it accept
> either one interchangeably yet - I started a bug at
> https://bugs.launchpad.net/evergreen/+bug/1528647 that links to some
> other related ones.
>
> Terran
>
>
> Terran McCanna
> PINES Program Manager
> Georgia Public Library Service
> 1800 Century Place, Suite 150
> Atlanta, GA 30345
> 404-235-7138
> tmcca...@georgialibraries.org
>
>
> On Thu, Jun 2, 2016 at 2:03 PM, Chauncey Montgomery 
> wrote:
>
>> As we have begun to implement selfcheck, I have hit some snags and could
>> use a little direction.  I was hoping some of you with more experience
>> could shed some light on the following items.
>>
>> 1.  We're trying to get selfcheck to ignore copy alert messages, etc., so
>> patrons don't see "Unable to check out item [BARCODE]. Please see staff,"
>> every time there is an issue.  We put the value "COPY_ALERT_MESSAGE" in the
>> "selfcheck override events list" in the Library Settings Editor.  When a
>> barcode is scanned, we no longer get the error; however, nothing happens.
>> The check out doesn't complete. In researching the issue, I came across a
>> thread on the listserv (http://markmail.org/message/5wjs5ffyjgykx46z).
>> It appears to be the same issue, but I didn't see a resolution.
>>
>> 2.  How do you configure selfcheck to accept patron barcodes and not
>> their login names?
>>
>> Thanks for any assistance.
>>
>> CM
>> --
>> Chauncey G. Montgomery, MLIS
>> Director/Fiscal Officer | Community Library
>> 44 Burrer Drive | Sunbury, OH 43074
>> 740-965-3901 | http://community.lib.oh.us
>>
>
>

Re: [OPEN-ILS-GENERAL] attendee list?

[Morgan, Michele]

Hi Holly,

It's my understanding that the attendee list can't be published online.
Someone please correct me if I'm mistaken.

-Michele

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


On Thu, May 5, 2016 at 1:23 PM, Holly Brennan 
wrote:

> Did I miss the email with the conference attendee list? I’ve been eagerly
> waiting to get in touch with a few new people I met this year….
>
>
>
> Thanks!
>
>
>
> -Holly
>
>
>
>
>
>
>
> Holly Brennan
>
> Technology Specialist
>
> Homer Public Library
>
>
>
> hbren...@cityofhomer-ak.gov
>
> 907-435-3154 (direct)
>
> 907-235-3180 (main desk)
>
>
>

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

[Morgan, Michele]

Josh,

Have you considered using a different status for the ILL items?

We have the library setting "Selfcheck override events list" configured to
automatically override the COPY_NOT_AVAILABLE block. But we also have the
library setting "Block copy checkout status" configured to prevent checkout
of some individual statuses.

You could give these items the ILL status, and block self checkout for that
status using the library settings.

Hope this helps,
Michele

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


On Wed, Apr 6, 2016 at 3:27 PM, Thomas Berezansky  wrote:

> For reference:
>
> I had thoughts about creating a "origin type" like field in the circ
> matrix "Staff", "OPAC", "Selfcheck", etc. Then you could set rules based on
> that to say "Staff can renew this, but you can't OPAC renew this" and "this
> can't be checked out at a selfcheck,". Add in an option on accounts in
> SIPServer for what context to use and you could have that context be
> different across SIP2 users.
>
> The use cases I have heard are all similar to "A game case (with barcode
> on the outside per delivery rules) sits on the shelf, but the
> disk/cartridge/whatever is actually behind the reference desk".
>
>
> Quoting Elaine Hardy :
>
> Josh,
>>
>> I don't think this is ​a problem for a software solution. I think it is
>> best solved by ILL workflow changes and staff education.
>>
>> In PINES, ILL staff are instructed to check the item out to the patron
>> when
>> they create the pre-cat record so that the due date is set correctly. As
>> you mentioned, it doesn't matter when the patron picks up the item, it is
>> still due back to the lending library at their set date. ILL staff are
>> also
>> instructed to renew the item so that it cannot be renewed by the patron.
>> (We don't have a circ modifier expressly for ILLs, since initially, you
>> could not choose a circ modifier for a pre-cat. We should add one but it
>> hasn't been on my radar to do so and PINES libraries haven't asked for
>> one).
>>
>> The item also generally has a book strap that identifies it as an ILL item
>> so that it can be correctly handled on check out and return (provided the
>> patron leaves the strap on).
>>
>> I don't know if self checkout differs, but if I try to check out, in the
>> client, an item already checked out to me, I get an error message telling
>> me that. I still would not want the item to go to the holds shelf since I
>> would want the patron to be verbally told the due date and any other
>> information. Having ILL staff check the item out may solve the self check
>> problem if it does inadvertently get placed there.
>>
>> Elaine
>>
>>
>>
>> J. Elaine Hardy
>> PINES & Collaborative Projects Manager
>> Georgia Public Library Service/PINES
>> 1800 Century Place, Ste. 150
>> Atlanta, GA 30045
>>
>> 404.235.7128 Office
>> 404.548.4241 Cell
>> 404.235.7201 FAX
>>
>> On Wed, Apr 6, 2016 at 2:21 PM, Josh Stompro 
>> wrote:
>>
>> Thanks for the idea been.  I am referring to the web based self check, I
>>> should have clarified that.
>>> Josh
>>>
>>> Josh Stompro - LARL IT Director
>>>
>>>
>>> -Original Message-
>>> From: Open-ils-general [mailto:
>>> open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Ben
>>> Shum
>>> Sent: Wednesday, April 06, 2016 11:40 AM
>>> To: Evergreen Discussion Group
>>> Subject: Re: [OPEN-ILS-GENERAL] Self Check / ILL issue - Blocking
>>> checkout
>>>
>>> Presuming you mean the Evergreen web selfcheck, I could only think of a
>>> workaround approach like follows:
>>>
>>> If you were to designate the workstation for the selfcheck to be a
>>> different org unit (like an opac invisible child unit of the parent
>>> library), then include a circ policy in circ_matrix_matchpoint that says,
>>> don't circ items of a particular copy location (the ILL one) or circ
>>> modifier (if you have an ILL circ mod?), but leave the rest to
>>> fallthrough
>>> back up to the parent org unit rules, then the selfcheck could function
>>> differently with regards to those materials.
>>>
>>> Otherwise, I've found it more common that staff wanted items to be
>>> completely restricted and not allowed for checkout (i.e. circulate =
>>> false
>>> on the item or copy location levels) and to deal with it at the desk as
>>> you
>>> hint would be burdensome.
>>>
>>> Some development required maybe if we want to avoid any crazy workarounds
>>> like the one I posit above.
>>>
>>> And if you're talking about SIP2-based selfchecks, that's a whole other
>>> ball game entirely
>>>
>>> Just thinking aloud, hope some of that might prove helpful.
>>>
>>> -- Ben
>>>
>>> On Wed, Apr 6, 2016 at 12:02 PM, Josh Stompro <
>>> stomp...@exchange.larl.org>
>>> wrote:
>>> > Hello Everyone,
>>> >
>>> >
>>> >
>>> > My coworker is working on an issue with out of state ILL items, that
>>> > we always 

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

[Morgan, Michele]

Josh,

To avoid the issues with Missing copies not capturing holds, we changed the
config.copy_status.holdable flag for the Missing status to TRUE. This means
that items with status Missing get entries in the hold_copy_map and can be
captured when checked in.

We did this with a handful of the more transient statuses that were not
holdable by default and that has worked well to help with the checkin
issues.

It's true that making these statuses holdable can result in holds being
placed on records with no items currently available, but we provide reports
to help our libraries follow up on these.

That said, I like your idea of attacking the problem based on the copy
that's being checked in without forcing all that retargeting.

Hope this helps,
Michele

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


On Fri, Mar 25, 2016 at 11:48 AM, Josh Stompro 
wrote:

> Hello, does anyone have any suggestions with how to best handle
> missing/lost items with holds at check-in?  What I think is happening is
> that the missing items don’t have any entries in action.hold_copy_map since
> they were not holdable.  Now that they are available again, there will be
> no entries in the hold copy map until the first hold gets retargeted.  So
> the check-in either sends the item to re-shelving or in-transit back to the
> circ lib, even though there may be holds waiting locally or at a closer
> location than the circ lib.
>
>
>
> The copy will show up on the pull list after at least one of the holds
> gets retargeted, but it won’t necessarily be the correct hold that is next
> in line until 24 hours later.
>
>
>
> The work arounds that I know of are to use the Retarget Local Holds &
> Retarget all statuses check in modifiers, which will help if there are any
> local holds.  But if there are no local holds then this won’t address the
> issue.  The second work around is to manually select holds to retarget from
> the holds list.
>
>
>
> Has anyone worked out a way for this to happen automatically, so that at a
> status change from a non-holdable to holdable status the copy gets added to
> the hold copy map for all active holds, so opportunistic capture works with
> the expected results without needing work arounds?
>
>
>
> I’ve looked at the check-in modifiers that tsbere added, looking to see
> how feasible it would be to have a “Retarget All Holds” mode, which looks
> possible, but could lead to long pauses during check-in while all the holds
> are re-targeted for titles with many holds.  Or maybe the re-target local
> holds could have a depth setting, so it would grab all the holds in a
> branch or system, or consortium.
>
>
>
> I wonder if it would be possible to attack the problem based on the copy
> vs calling the retarget function for each hold?  I wonder if a simpler
> process would work, one that just tries to add the copy to the hold copy
> map for each hold, without trying to figure out which hold should have the
> current_copy set to that copy.  Then the opportunistic capture process can
> make the final decision.   But I guess that could delay capture
> unnecessarily if stalling is in use.  Or maybe stalling could be ignored
> when no holds are targeting a copy.
>
>
>
> Thanks
>
> Josh
>
>
>
> Lake Agassiz Regional Library - Moorhead MN larl.org
>
> Josh Stompro | Office 218.233.3757 EXT-139
>
> LARL IT Director | Cell 218.790.2110
>
>
>

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

[Morgan, Michele]

Just to add to Tom's comment, there is a related Launchpad bug:

https://bugs.launchpad.net/evergreen/+bug/904472

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


On Mon, Mar 28, 2016 at 11:32 AM, Thomas Berezansky <tsb...@mvlc.org> wrote:

> As a general note, currently there seems to be at least one way to get
> multiple parts on a single copy, though that is generally "from another
> bib" and tends to be a mistake. I suspect it comes from transferring copies
> in some way from one bib to another and then assigning a part on the new
> bib.
>
> Signs of this include parts showing up in the OPAC for bibs that have
> none, a copy showing a part not on the bib, or a copy appearing two (or
> more) times in the OPAC (once for each part). This can also have an effect
> on holds, allowing a copy to be on the potentials list for the wrong bib or
> to not fill holds for the correct one (when it shouldn't have a part but
> does anyway).
>
> Quoting Josh Stompro <stomp...@exchange.larl.org>:
>
> Michele, if you want to skip the loop, this also seems to work.
>> “circ.target_copy.parts.0.part.label”
>>
>> This adds the part label surrounded by parentheses to the end of the
>> Title line if it exists, and doesn’t add a trailing space when it doesn’t
>> exists.
>>
>> Title: [[% circ.target_copy.circ_modifier.name %]] [% copy_details.title
>> %][% GET ' (' _ circ.target_copy.parts.0.part.label _ ')' IF
>> circ.target_copy.parts.0.part.label %]
>>
>> The output looks like this on our system:
>> Title: [Magazine] Garden gate, 2016 (FEB)
>>
>> I see that the FM parts linking says that a target_copy can have multiple
>> mapping entries, but I don’t see how that would be setup or used.  You can
>> only enter one part for a copy as far as I can see.
>>
>> Josh Stompro - LARL IT Director
>>
>> From: Open-ils-general [mailto:
>> open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Morgan,
>> Michele
>> Sent: Thursday, March 10, 2016 10:00 AM
>> To: Evergreen Discussion Group
>> Subject: Re: [OPEN-ILS-GENERAL] Email Notices, Action Trigger, Monograph
>> Part information
>>
>> Josh,
>> We do include part information on notices. In the trigger environment, we
>> added:
>>
>> target_copy.parts.part
>> For the call number in the at_template, we have:
>>
>> Call Number: [% circ.target_copy.call_number.prefix.label %] [%
>> circ.target_copy.call_number.label %] [% FOR part IN circ.target_copy.parts
>> %][% part.part.label %][% END %]
>> Not sure if this is the best approach, but it gets the job done.
>> Hope this helps,
>> Michele
>>
>> --
>> Michele M. Morgan, Technical Assistant
>> North of Boston Library Exchange, Danvers Massachusetts
>> mmor...@noblenet.org<mailto:mmor...@noblenet.org>
>>
>>
>> On Thu, Mar 10, 2016 at 10:40 AM, Josh Stompro <
>> stomp...@exchange.larl.org<mailto:stomp...@exchange.larl.org>> wrote:
>> Hello, does anyone include monograph_part information in their notices?
>> I would like to include this information in Hold Pickup, Courtesy, Overdue
>> and Bill notices, to make it easier for customers to know which item they
>> need to find.  Is there already a method to do this?
>>
>> There doesn’t seem to be a fieldmapper link from a copy to its part
>> information.  So I wonder if a TT helper would be needed?  Or would it be
>> reasonable to add a virtual field to the Asset::Copy object that generates
>> a link to the monographic_part information?
>>
>> Thanks
>> Josh
>>
>> Lake Agassiz Regional Library - Moorhead MN larl.org<http://larl.org>
>> Josh Stompro | Office 218.233.3757 EXT-139
>> <tel:218.233.3757%20EXT-139>
>> LARL IT Director | Cell 218.790.2110
>>
>
>
> --
> 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] Email Notices, Action Trigger, Monograph Part information

[Morgan, Michele]

Josh,

Thanks for sharing this! It's certainly a tidier approach than the loop.

-Michele

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


On Mon, Mar 28, 2016 at 10:20 AM, Josh Stompro <stomp...@exchange.larl.org>
wrote:

> Michele, if you want to skip the loop, this also seems to work.
> “circ.target_copy.parts.0.part.label”
>
>
>
> This adds the part label surrounded by parentheses to the end of the Title
> line if it exists, and doesn’t add a trailing space when it doesn’t exists.
>
>
>
> Title: [[% circ.target_copy.circ_modifier.name %]] [% copy_details.title
> %][% GET ' (' _ circ.target_copy.parts.0.part.label _ ')' IF
> circ.target_copy.parts.0.part.label %]
>
>
>
> The output looks like this on our system:
>
> Title: [Magazine] Garden gate, 2016 (FEB)
>
>
>
> I see that the FM parts linking says that a target_copy can have multiple
> mapping entries, but I don’t see how that would be setup or used.  You can
> only enter one part for a copy as far as I can see.
>
>
>
> Josh Stompro - LARL IT Director
>
>
>
> *From:* Open-ils-general [mailto:
> open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Morgan,
> Michele
> *Sent:* Thursday, March 10, 2016 10:00 AM
> *To:* Evergreen Discussion Group
> *Subject:* Re: [OPEN-ILS-GENERAL] Email Notices, Action Trigger,
> Monograph Part information
>
>
>
> Josh,
>
> We do include part information on notices. In the trigger environment, we
> added:
>
> target_copy.parts.part
>
> For the call number in the at_template, we have:
>
> Call Number: [% circ.target_copy.call_number.prefix.label %] [%
> circ.target_copy.call_number.label %] [% FOR part IN circ.target_copy.parts
> %][% part.part.label %][% END %]
>
> Not sure if this is the best approach, but it gets the job done.
>
> Hope this helps,
>
> Michele
>
>
> --
>
> Michele M. Morgan, Technical Assistant
>
> North of Boston Library Exchange, Danvers Massachusetts
>
> mmor...@noblenet.org
>
>
>
>
>
> On Thu, Mar 10, 2016 at 10:40 AM, Josh Stompro <stomp...@exchange.larl.org>
> wrote:
>
> Hello, does anyone include monograph_part information in their notices?  I
> would like to include this information in Hold Pickup, Courtesy, Overdue
> and Bill notices, to make it easier for customers to know which item they
> need to find.  Is there already a method to do this?
>
>
>
> There doesn’t seem to be a fieldmapper link from a copy to its part
> information.  So I wonder if a TT helper would be needed?  Or would it be
> reasonable to add a virtual field to the Asset::Copy object that generates
> a link to the monographic_part information?
>
>
>
> Thanks
>
> Josh
>
>
>
> Lake Agassiz Regional Library - Moorhead MN larl.org
>
> Josh Stompro | Office 218.233.3757 EXT-139
>
> LARL IT Director | Cell 218.790.2110
>
>
>
>
>

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

[Morgan, Michele]

Josh,

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

target_copy.parts.part

For the call number in the at_template, we have:

Call Number: [% circ.target_copy.call_number.prefix.label %] [%
circ.target_copy.call_number.label %] [% FOR part IN circ.target_copy.parts
%][% part.part.label %][% END %]

Not sure if this is the best approach, but it gets the job done.

Hope this helps,
Michele

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


On Thu, Mar 10, 2016 at 10:40 AM, Josh Stompro 
wrote:

> Hello, does anyone include monograph_part information in their notices?  I
> would like to include this information in Hold Pickup, Courtesy, Overdue
> and Bill notices, to make it easier for customers to know which item they
> need to find.  Is there already a method to do this?
>
>
>
> There doesn’t seem to be a fieldmapper link from a copy to its part
> information.  So I wonder if a TT helper would be needed?  Or would it be
> reasonable to add a virtual field to the Asset::Copy object that generates
> a link to the monographic_part information?
>
>
>
> Thanks
>
> Josh
>
>
>
> Lake Agassiz Regional Library - Moorhead MN larl.org
>
> Josh Stompro | Office 218.233.3757 EXT-139
>
> LARL IT Director | Cell 218.790.2110
>
>
>

Re: [OPEN-ILS-GENERAL] Patrons can't place holds on Parts

[Morgan, Michele]

Hi Dan,

Thanks for the clarification of the two options. The library setting works
well for us. We have multiple libraries as possible pickup points, and most
allow holds on available copies. So we do need to have the Place Hold link
appear.

Michele

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


On Tue, Jan 12, 2016 at 9:21 AM, Dan Wells <d...@calvin.edu> wrote:

> Michele, thanks for bringing this up.  There are two related but
> functionality distinct options for blocking holds on available items, and
> they each work at different levels.
>
>
>
> ctx.holds_block.enabled is a setting in the TPAC config.tt2 file.  If this
> is true, the “Place Hold” link is hidden whenever there are available
> copies.  This is the option which is not yet (I don’t think) parts aware,
> and it may be difficult to work out a good way to do it seamlessly.
>
>
>
> There is also, as Michele points out, an org unit level setting called
> “Has Local Copy Block”.  This does not control when the “Place Hold” link
> appears (it will always be visible in this scenario), but it does block the
> actual request if a local copy is available.  If one can educate users that
> the appearance of the “Place Hold” link does not indicate that a hold can
> actually be placed, then this is a workable alternative.
>
>
>
> Dan
>
>
>
>
>
> Daniel Wells
>
> Library Programmer/Analyst
>
> Hekman Library, Calvin College
>
> 616.526.7133
>
>
>
> *From:* Open-ils-general [mailto:
> open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Morgan,
> Michele
> *Sent:* Monday, January 11, 2016 3:00 PM
> *To:* Evergreen Discussion Group <
> open-ils-general@list.georgialibraries.org>
> *Subject:* Re: [OPEN-ILS-GENERAL] Patrons can't place holds on Parts
>
>
>
> Hi,
>
>
> Placing part holds on checked out items is working fine on our 2.9 system.
> The Place Hold button is visible and we are able to place a part level hold
> on a checked out item without a problem. The library in question has the
> setting "Has Local Copy Block" set to True.
>
> If we attempt a part level hold where the copy is available, the hold
> fails with this message:
>
> *Hold was not successfully placed*
>
> There is already a copy available at your local library.
>
>
>
> If we attempt a part level hold where the copy is checked out, the hold is
> placed successfully.
>
> Could something else be causing the Place Hold link on the record not to
> show?
>
>
>
> Hope this is helpful,
>
> Michele
>
> --
>
> Michele M. Morgan, Technical Assistant
>
> North of Boston Library Exchange, Danvers Massachusetts
>
> mmor...@noblenet.org
>
>
>
>
>
> On Mon, Jan 11, 2016 at 9:27 AM, Dan Wells <d...@calvin.edu> wrote:
>
> Hello Rosie,
>
>
>
> I think you are right in that this scenario (block holds when available,
> allow holds for unavailable parts) is not supported by the current code.
> Unfortunately, I think getting it supported also won’t be especially
> simple, especially from the UI side.
>
>
>
> It’s simple to check if every copy is out, but in this case we’d need to
> know if any particular part is totally out, so that’s the first hurdle.
> Maybe some of those pieces are in place, I didn’t check.  After that, you
> would then need to decide how to present the place hold links / screen.
> How do you make it clear (along with the underlying reasons) that the
> patron can only place a hold on a certain part?  It seems inherently
> confusing for a holds screen to be partially offered, so we’d need to be
> careful there.
>
>
>
> I do think this is missing functionality we should ultimately support, so
> please just take this as some thoughts about what you might be up against.
> Please open up a bug (if there isn’t one), and if you do tackle this,
> please share back what you did to get it where you needed it to be.
>
>
>
> Sincerely,
>
> Dan
>
>
>
>
>
> Daniel Wells
>
> Library Programmer/Analyst
>
> Hekman Library, Calvin College
>
> 616.526.7133
>
>
>
> *From:* Open-ils-general [mailto:
> open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Rosemary
> Le Faive
> *Sent:* Friday, January 08, 2016 12:45 PM
> *To:* open-ils-general@list.georgialibraries.org
> *Subject:* [OPEN-ILS-GENERAL] Patrons can't place holds on Parts
>
>
>
> Hi,
>
>
>
> We're trying to implement Monograph Parts so that patrons can place holds
> on specific volumes that are out.  But the "Place hold" link isn't showing
> up! I'm wonder

Re: [OPEN-ILS-GENERAL] Patrons can't place holds on Parts

[Morgan, Michele]

Hi,

Placing part holds on checked out items is working fine on our 2.9 system.
The Place Hold button is visible and we are able to place a part level hold
on a checked out item without a problem. The library in question has the
setting "Has Local Copy Block" set to True.

If we attempt a part level hold where the copy is available, the hold fails
with this message:

*Hold was not successfully placed*
There is already a copy available at your local library.

If we attempt a part level hold where the copy is checked out, the hold is
placed successfully.

Could something else be causing the Place Hold link on the record not to
show?

Hope this is helpful,
Michele
--
Michele M. Morgan, Technical Assistant
North of Boston Library Exchange, Danvers Massachusetts
mmor...@noblenet.org


On Mon, Jan 11, 2016 at 9:27 AM, Dan Wells  wrote:

> Hello Rosie,
>
>
>
> I think you are right in that this scenario (block holds when available,
> allow holds for unavailable parts) is not supported by the current code.
> Unfortunately, I think getting it supported also won’t be especially
> simple, especially from the UI side.
>
>
>
> It’s simple to check if every copy is out, but in this case we’d need to
> know if any particular part is totally out, so that’s the first hurdle.
> Maybe some of those pieces are in place, I didn’t check.  After that, you
> would then need to decide how to present the place hold links / screen.
> How do you make it clear (along with the underlying reasons) that the
> patron can only place a hold on a certain part?  It seems inherently
> confusing for a holds screen to be partially offered, so we’d need to be
> careful there.
>
>
>
> I do think this is missing functionality we should ultimately support, so
> please just take this as some thoughts about what you might be up against.
> Please open up a bug (if there isn’t one), and if you do tackle this,
> please share back what you did to get it where you needed it to be.
>
>
>
> Sincerely,
>
> Dan
>
>
>
>
>
> Daniel Wells
>
> Library Programmer/Analyst
>
> Hekman Library, Calvin College
>
> 616.526.7133
>
>
>
> *From:* Open-ils-general [mailto:
> open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Rosemary
> Le Faive
> *Sent:* Friday, January 08, 2016 12:45 PM
> *To:* open-ils-general@list.georgialibraries.org
> *Subject:* [OPEN-ILS-GENERAL] Patrons can't place holds on Parts
>
>
>
> Hi,
>
>
>
> We're trying to implement Monograph Parts so that patrons can place holds
> on specific volumes that are out.  But the "Place hold" link isn't showing
> up! I'm wondering if I'm missing something in the configuration, or if I
> need to customize the template.
>
>
>
> The case in question: of four volumes/parts in a record, two are available
> and two are checked out. All are in a holdable location.
>
>
>
> If I set ctx.holds_block.enabled = 'false' then the Place Hold link shows
> up, and holds can be placed on the checked-out parts. But then the Place
> Hold link shows up even where it shouldn't (since we don't allow holds on
> available copies!)
>
>
>
> I'm afraid i have to hack the template here [1].
>
>
>
> Has anyone else faced this issue?
>
>
>
> Thanks!
>
>
>
> -Rosie
>
>
>
> [1]
> https://github.com/evergreen-library-system/Evergreen/blob/master/Open-ILS/src/templates/opac/parts/record/summary.tt2#L45-L48
>
>
>
>
> --
>
>
>
> *Rosemary Le Faive*
>
> Digital Infrastructure and Discovery Librarian
>
> Robertson Library
>
> University of Prince Edward Island
>
> 550 University Ave, Charlottetown PE C1A 4P3
>
> Canada
> tel: 902-566-0533 | fax: 902-628-4305 | email: rlefa...@upei.ca
>
>
>

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

[Morgan, Michele]

Hi Vince,

We just implemented the card expiration action trigger on our 2.8 system
this month. We also have many patrons who primarily use OverDrive and
electronic resources.

We are sending a notice 30 days before the expiration and another 14 days
before. We have also set the triggers to add notifications to the message
center so patrons will be notified when they log into the catalog.

There is also a library setting which provides a warning in the staff
client when the soon to expire patron record is retrieved.

Our hope is that the variety of notification formats will reach most of our
patrons before they are inconvenienced by an expired account.

Hope this helps,
Michele

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


On Sat, Dec 19, 2015 at 8:29 PM, Josh Stompro 
wrote:

> The feature can be added to any somewhat recent version [2.6+] of
> Evergreen if you don’t want to wait until you upgrade to 2.9.  See the bug
> report [1] that has steps on how to enable it along with links to the
> files.  I have some in progress docs for enabling it also [2].
>
>
>
> 1 - https://bugs.launchpad.net/evergreen/+bug/1124498
>
> 2 - https://gist.github.com/stompro/5574d7e4587d3c3e7587
>
>
>
> Josh
>
>
>
> *From:* Open-ils-general [mailto:
> open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Angela
> Kilsdonk
> *Sent:* Friday, December 18, 2015 4:43 PM
> *To:* Evergreen Discussion Group; vgiord...@juniatalibrary.org
> *Subject:* Re: [OPEN-ILS-GENERAL] Reminders for expiring cards
>
>
>
> Hi Vince,
>
>
>
> In version 2.9 there is a new Action Trigger called "30 Day Account
> Expiration Courtesy Notice" that can be used to send patrons a reminder
> that their accounts will expire in the near future.  The Action Trigger can
> be modified for a time period other than 30 days.
>
>
>
> Hope this helps,
>
> Angela
>
>
>
> On Fri, Dec 18, 2015 at 4:33 PM, Vince Giordano <
> vgiord...@juniatalibrary.org> wrote:
>
> Does anyone use a method for reminding patrons that their library card is
> soon expiring?
>
>
>
> We are having patrons who primarily use Overdrive contact us and say there
> is an error or block on their account (due to their card expiring). I
> didn't know if there was a feature to send out a courtesy email of some
> kind. Putting a reminder message on the footer of the print receipt is one
> I am considering.
>
>
>
>
> 
>
> This email has been sent from a virus-free computer protected by Avast.
> *www.avast.com*
> 
>
>
>
>
> 
>
>
> 
>
> --
> 
>
> Angela Kilsdonk
> 
>
> Education Manager
> 
>
> Equinox Software Inc. / The Open Source Experts
> 
>
> 1-877-OPEN-ILS (673-6457)
> 
>

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

[Morgan, Michele]

Hi Josh,

One thing you could try is to add the new items with a non-holdable
status. Then you can check them in and they will be set in transit to
their circ library rather than being captured for any holds. I'm not
sure exactly what will happen when they're received at their circ
library. It might take two checkins with the Retarget checkin
modifiers turned on to capture the holds at that point.

Another thing you could try is, after adding the copies centrally,
view the holds on the bib, and select and manually retarget the oldest
(or all) of the holds on the bib from there. If you do this prior to
checking the items in, they should be properly targeted. Then you can
check them in and send them on their way to fill their holds.

As far as development, some is definitely needed to address this type
of situation. I'd like to see the hold targeting for newly added items
moved to a background process rather than forcing a retarget at
checkin. Not sure how this could be accomplished, but if, for example,
creating a new item could initiate a retarget of holds that item could
possibly fill, it could eliminate a lot of problems like this.

Hope this is helpful,
Michele
--
Michele M. Morgan, Technical Assistant
North of Boston Library Exchange, Danvers Massachusetts
mmor...@noblenet.org



On Fri, Nov 6, 2015 at 3:39 PM, Hardy, Elaine
 wrote:
> Josh,
>
>
>
> If you are a consortium with  a floating  collection, and no property
> designation on the item, does it matter which copy fills which hold as long
> as the hold gets filled?
>
>
>
>
>
>
>
> Elaine
>
>
>
> J. Elaine Hardy
> PINES & Collaborative Projects Manager
> Georgia Public Library Service
> 1800 Century Place, Ste 150
> Atlanta, Ga. 30345-4304
>
>
>
> 404.235.7128
> 404.235.7201, fax
> eha...@georgialibraries.org
> www.georgialibraries.org
> www.georgialibraries.org/pines
>
>
>
> From: Open-ils-general
> [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of
> Josh Stompro
> Sent: Friday, November 6, 2015 3:03 PM
>
>
> To: Evergreen Discussion Group 
> Subject: Re: [OPEN-ILS-GENERAL] In-Process items, centralized cataloging,
> filling random holds, not in Best Hold Selection order
>
>
>
> Elaine,
>
>
>
> Thanks for all the feedback.  It has helped me work though the options.  We
> do have a test system that we can try things out on, once I get it updated
> with a more recent copy of our production system.
>
>
>
> Here is a summary of what I think our options are.
>
>
>
> 1.   Manually route in-progress items to the assigned locations.  Poses
> problems for us because we use floating and don’t have a physical indication
> on the copy of where it initially needs to go.  If we did have a custom
> barcode label that specifies which location it goes to, or something similar
> this would work ok. There is a chance that an item would get to its home
> location and immediately get sent back to fill a hold at another location.
> Watching for those situations would again take more manual checking.  We
> would rather have the system take care of it.
>
> 2.   Use top of queue/cut in line to force the new copies to fill the
> holds at the locations that we want the initial copies to go to.
>
> a.   Pro: Items get to the initial locations they need to be at.
>
> b.  Pro: Items wouldn’t go somewhere just to be checked in and go back
> in transit to another location.
>
> c.   Cons: Extra work to change the holds.
>
> d.  Cons: Depending on how long of a time period passes between setting
> the Cut-in line for the holds and the copies getting processed
>
> e.   Cons: Depending on the order that the copies are checked in, the
> item owning/circ lib won’t match up with which hold they are going to fill.
> This would make the catalog display confusing until all the holds are filled
> and items start floating at reshelving time.
>
>
>
> I can think of a couple enhancements that would make this process smoother
> for us.  If anyone else is interested in something along these lines let me
> know so we can coordinate.
>
>
>
> New Development/New Features
>
> ·   A new checkin modifier that would force the use of the workstations
> org unit best hold selection sort order.  This would allow our cataloging
> stations to force a home proximity based sort, so the copies would
> automatically start filling holds at their assigned home libraries first.
> If there are no holds at the home location then the oldest hold based on the
> normal proximity would take effect.  I can see this feature helping out
> other organizations.  It seems like a way to override the best hold
> selection sort based on physical location could be useful in other
> situations.  I don’t know how feasible this would be to create.  Maybe it
> would be easy to just modify the copy object higher in the stack to change
> the owning lib for that copy just for the checkin.
>
> ·   A new 

[OPEN-ILS-GENERAL] SMS Hold Notifications

[Morgan, Michele]

We are looking at making improvements to our SMS hold notification
template. Right now we're using the out of the box template in our trigger:

[%- USE date -%]
[%- user = target.0.usr -%]
From: [%- params.sender_email || default_sender %]
To: [%- params.recipient_email ||
helpers.get_sms_gateway_email(target.0.sms_carrier,target.0.sms_notify) %]
Subject: [% target.size %] hold(s) ready

[% FOR hold IN target %][%-
  bibxml = helpers.xml_doc( hold.current_copy.call_number.record.marc );
  title = "";
  FOR part IN bibxml.findnodes('//*[@tag="245"]/*[@code="a"]');
title = title _ part.textContent;
  END;
  author = bibxml.findnodes('//*[@tag="100"]/*[@code="a"]').textContent;
%]TITLE:[% title %] @ [% hold.pickup_lib.name %]
[% END %]

Which generates something like this:

From: evergr...@noblenet.org
To: 4135551...@vtext.com
Subject: 1 hold(s) ready

TITLE:Life, the universe and everything @ Danvers


One issue we are having is with replies to these messages. A patron may
reply asking to cancel the request, but there's no way to identify the hold
from their reply.

If you have made improvements to your SMS template, can you share what you
have done?

Thanks,
Michele
--
Michele M. Morgan, Technical Assistant
North of Boston Library Exchange, Danvers Massachusetts
mmor...@noblenet.org