Re: [OPEN-ILS-GENERAL] combining OPAC lists and more
Hi Lise and Holly, A My List is, in fact, a record bucket. You may create a My List, find out its id on OPAC (in the URL when View HTML) and retrieve it as a shared bucket via id on the staff client. Sharing Record Bucket is not easy. Our libraries hope that staff may add records into shared buckets on the catalogue search result list, not just on Record Bucket interface. Search function on Record Bucket interface is limited. It would be great if buckets can be marked shared with selected Org Unit, like reporter folders, so that staff can view the shared buckets shared with their libraries. Merry Christmas! Tina Ji Tina Ji 1-888-848-9250 Support Specialist BC Libraries Cooperative/Sitka
Re: [OPEN-ILS-GENERAL] combining OPAC lists and more
Hi Lise, Record bucket and My List are essentially the same thing, marked with btype of bookbag and staff_client respectively. I found it was possible to view a My List on the staff client in the same way as retrieving a shared bucket (you need to know the id). So a My List can be used as a record bucket. Some of our libraries have been using it since long time ago on older versions. We're on 2.6 now. I still can view a My List via id on Record Bucket interface and add new records into it. I can park some records from one record bucket to the Pending area, retrieve a My List via id, and add the pending records to it. It's not exactly uploading, but moving the records by batch from one bucket to another. I hope it helps you. Tina Ji Quoting Elisabeth Keppler keppl...@forsyth.cc: Maybe I missed something along the way, but is there a method for uploading a record bucket to turn it into a My List? I've only figured how to make it go the other way. We're on release 2.6, if that makes a difference. Sharing buckets would indeed be easier if your suggestions were brought to life. Great ideas! Thanks, Lise Tina Ji 1-888-848-9250 Support Specialist BC Libraries Cooperative/Sitka
Re: [OPEN-ILS-GENERAL] Patron Batch Functions
Our academic libraries use the unique identifiers from the student information system as ident_value. We have only a few academic libraries, but some use the same student information system (same software, runs separately). We encountered the duplicate ident_value issue, and had to pad it. We also have another working scenario. Some libraries want to sync between Evergreen and the student information system on every patron load. They send us a complete current students file. We delete all student records based on patron profile, such as Student and Postgrad Student, and then undelete and update matching records and load nonmatching records. Tina Ji Support Specialist BC Libraries Coop Quoting Martha Driscoll drisc...@noblenet.org: Rogan, Thanks for mentioning the unique identifier problem. I did intent to associate ident_value with the unique identifier coming from the campus system. Having non-unique identifiers from multiple campus systems is definitely a possibility. Our libraries are told to append the org_unit shortname to the university id. That mostly works well except in cases where a student was entered by hand prior to a data load and the library staff person did not enter the ID or entered it without the shortname appended. We will see barcode collisions in that case which will halt the load until resolved. Martha Driscoll Systems Manager North of Boston Library Exchange Danvers, Massachusetts www.noblenet.org On 12/9/2014 9:12 AM, Rogan Hamby wrote: I think the syncing between Evergreen and the student information system will be critical part and I think the workflow you mentioned Tim is fairly typical. I noticed that the wiki write up already mentions an ident_value. Is that intended to be a unique identifier from the origin student information system? If so, can we imagine a scenario where we might have multiple origin student systems, such as a consortium with multiple schools? We might need a table to identify those external sources. Tina Ji 1-888-848-9250 Support Specialist BC Libraries Cooperative/Sitka
[OPEN-ILS-GENERAL] Web Client (Sprint 1) demo
Hi all, I have a question. On the List View on Item Status in the XUL staff client, there are two actions list for cataloguer and circulator. I don't see them on the browser client. Is this by design? Thanks Tina Tina Ji 1-888-848-9250 Support Specialist BC Libraries Cooperative/Sitka
Re: [OPEN-ILS-GENERAL] Seeking opinions on client Transfer All Title Holds option
It is a dangerous action in our setting. We actually disabled it by graying out the option in the staff client. Quoting Kathy Lussier kluss...@masslnc.org: Hi all, I wanted to seek some feedback on Launchpad bug 1350377 https://bugs.launchpad.net/evergreen/+bug/1350377. The bug seeks an additional permission to be used with the Transfer All Title Holds option in the client. However, I was wondering if there would be any support from removing that option from the client altogether. Here's the issue: When you are in a bib record in the staff client, you have the option to transfer *all* title holds to another bib record. You first need to mark the other bib record as a holds transfer destination. However, you also have the option to transfer one or any number of selected holds to the marked bib record from the holds view of the bib record. You could transfer just one hold here or you could select them all if you really needed to transfer all holds. The benefit of using this option is that the user must actively select the holds that will be transferred. I personally think providing a blanket Transfer All Title Holds option in the client is dangerous, even if there were a separate permission for it, and unnecessary since there are other methods available in the staff client to accomplish the same task. Making it even more dangerous is the fact that the Actions for this Record menu that contains this option to transfer all holds is still available in the holds view of the bib record, which is where you go to transfer selected holds (see the screencast at http://www.screencast.com/t/ifHhJHNqq). It is very easy to mistakenly select this option when you are trying just to transfer just one hold. In fact, I accidentally selected it when I was just testing out the transfer holds scenario a few minutes ago. During a brief discussion in IRC on this issue, it was mentioned that possible use cases for the transfer all title holds option are: 1. When staff are manually merging bib records. The client bib merge option automatically merges holds, but there may be reasons staff merge the records without using that option. 2. In cases where there are orphaned holds on a record that no longer has copies to fill the hold. Since I think both of these use cases could be accommodated by using the option where you transfer selected holds, I wanted to see if others would support removing the Transfer All Title Holds option. Is there anyone who uses this option with some frequency who thinks it should continue to be available? Thanks! Kathy -- Kathy Lussier Project Coordinator Massachusetts Library Network Cooperative (508) 343-0128 kluss...@masslnc.org Twitter: http://www.twitter.com/kmlussier Tina Ji 1-888-848-9250 Support Specialist BC Libraries Cooperative/Sitka
Re: [OPEN-ILS-GENERAL] prevent holds on available items
Hi Adam, On Library Settings Editor, there is an entry called Has Local Copy Block. Setting it to TRUE will block holds on available items. Tina Quoting Adam Shire a...@flo.org: Is it possible to configure Evergreen to prevent patrons from placing holds on volumes owned by their home library that have available copies? If so, any instruction would be appreciated. We are running evergreen 2.5.2. Thanks, Adam -- Adam Shire Member Services Librarian Fenway Libraries Online http://flo.org 617-442-2384 Tina Ji 1-888-848-9250 Support Specialist BC Libraries Cooperative/Sitka
Re: [OPEN-ILS-GENERAL] View Holds Screen
We recently found and patched up this hole (and on some other screens, too, such as Item Status Last Few circulations). We made EG check the opted-in table to block displaying patrons who have not opted-in. Staff will see a prompt for it. This is done by Liam. He has marked it for pushing to upstream. I am not sure he's done it or not. Tina Quoting Mike Rylander mrylan...@gmail.com: Ben, You're recollecting correctly -- Sitka was the driver for the feature. I am not surprised that there are ways around the wall, which was primarily intended for stopping direct access without a link, but allowing it when there is one -- such as when a foreign patron checks out a local item. I'm fairly certain that development would be required to lock down this particular visibility leak, and that there's no setting to expressly prevent it. On Wed, Apr 9, 2014 at 3:21 PM, Ben Shum bs...@biblio.org wrote: Hi Fiona, I'm not too familiar with this area of Evergreen (in our consortium, people share and want to see everything), but I remember in the old days there's opt-in settings for patrons to say whether or not they give permission to be viewed at different libraries within a system. My recollection was that Sitka, Conifer, or Michigan libraries made use of these features. I'll see what I can dig up, or maybe this reply with spark an idea with someone who knows more about the current state of patron opt-in functionality. -- Ben On Wed, Apr 9, 2014 at 10:25 AM, Borthwick, Fiona fiona.borthw...@ptfs-europe.com wrote: Hi, I really hope someone in the community can help with a problem that one of our customers has. There are 2 specific issues with the View Holds screen. The consortium in question operate as 4 separate authorities when it comes to holds so there is no interlending between the different systems. The Hold Policies are set up to retrospectively block holds from a different system. As a result no hold weighting policies or equivalent have been configured. The Patron Opt-In Boundary and Patron Opt-In Default settings have a value of 1 (system) and I can confirm that this behaves as we would expect in a patron search - i.e. a search will only find patrons that have a home library within your org unit tree. Our customer's test server is at 2.5.3 where these scenarios persist: 1) There can be a large number of holds on a popular bestseller. When you go to the View Holds screen, you see the list of all holds for the entire consortium. There is a filter option which allows you to filter on either pickup library or requesting library but this is a specific branch. Our customer needs to be able to see the holds queue for their whole system at once. It is not necessary to see the holds for the other systems in the consortium. 2) This is a more serious problem. Due to the above scenario - i.e. the ability to see all consortium holds, it has become apparent that you can access a patron record from another system. From the View Holds Screen, highlight a hold and then select 'Retrieve Patron' from the Actions menu. You are taken straight into the patron record even if this patron belongs to another system (different org unit hierarchy). Can anyone shed any light on how to control this please? This customer only wants to be able to see their own local authority's holds and more importantly be prevented from being able to access a patron record that doesn't belong to them. Many thanks in advance for any help. Fiona -- Fiona Borthwick Customer Services Consultant, PTFS Europe Limited Content Management and Library Solutions +44 (0) 800 756 6803 (phone) +44 (0) 7540 768230 (mobile) +44 (0) 131 2088578 (direct dial) +44 (0) 800 756 6384 (fax) fiona.borthw...@ptfs-europe.com skype: fionaborthwick1 http://www.ptfs-europe.com -- Benjamin Shum Evergreen Systems Manager Bibliomation, Inc. 24 Wooster Ave. Waterbury, CT 06708 203-577-4070, ext. 113 -- Mike Rylander | Director of Research and Development | Equinox Software, Inc. / Your Library's Guide to Open Source | phone: 1-877-OPEN-ILS (673-6457) | email: mi...@esilibrary.com | web: http://www.esilibrary.com Tina Ji 1-888-848-9250 Support Specialist BC Libraries Cooperative/Sitka
[OPEN-ILS-GENERAL] Anyone using Custom Org Unit Tree
Hi all, We are facing the following scenario. We wonder whether the Custom Org Unit Tree will help. SYS1 and SYS2 do not share their collections, meaning no holds allowed on each other. Now BRA1 from SYS1 wants to share its collection with all branches of SYS2, which means collection of BRA1 should show up when a search is scoped to SYS2. For some reason, it is not desired to move BRA1 to SYS2 on the org unit tree. We tried the Custom Org Unit Tree. We made BRA1 under SYS2, same as the other branches in SYS2. BRA1 showed up on the OPAC as a branch in the search location list (and the hold pickup library list). But it seems for 'display' only. When a search is scoped to SYS2, titles, of which only BRA1 has copies, are not returned on the result list. We also tried to hide an org unit from the Custom Tree, but its holdings keep showing up on the holdings grid. I wonder anyone is using the Custom Org Unit Tree. Can you shed some light on how it works? Other issues on my radar includes how custom tree interacts with the Org Unit Hiding Depth on the Library Settings Editor, and the OUs in circ_ and hold_matrix_matchpoints. We do not use Strict OU matches. Thank you Tina Ji 1-888-848-9250 Trainer/Help Desk Specialist BC Libraries Cooperative/Sitka
Re: [OPEN-ILS-GENERAL] Anyone using Custom Org Unit Tree
Thanks so much, Kathy Tim. It's very helpful. I see the value that the custom OU tree can bring to us: re-ordering the OUs. I will look for a solution to my issue somewhere else. :) Thanks again Tina Quoting Kathy Lussier kluss...@masslnc.org: Hi Tina, MassLNC funded the development for the custom org unit tree, so I can give you some background on the use cases behind the development. It essentially was created for display purposes as we didn't like the way systems and branches were displaying in the org unit selector. You're right, the custom org tree won't affect the way search results are retrieved. For our use cases, we didn't need a change in the retrieval of search results. Its only purpose was to allow us to reorder the org units in the selector, and therefore it doesn't play into circ/holds policies either. I'm not quite sure how it interacts with org unit hiding depth. We had two specific use cases we were trying to address: - Removal of the system level in the org unit dropdown: In Massachusetts, we have very few multi-branch libraries, so the default display with a branch appearing under a system did not work well for us. Users didn't understand what the difference was between the two different selections (and there really wasn't a difference) and it added needless clutter to the interface. For the most part, this problem was solved by the Org Units Do Not Inherit Visibility global flag (added at the same time as the custom org trees) since it allowed us to hide the system level while keeping branches visible. However, those hidden system-level org units do display in the staff client, and I don't think everyone liked that, so the custom org tree provides another means of hiding that system level in both the public and staff view. - As Tim mentioned in his e-mail, C/W MARS has an additional level in their org hierarchy. Consortium Region System Branch. They needed to create this additional regional level due to the way the delivery sorting happens in our state. They wanted holds to be filled within a region before moving on to the rest of the consortium. However, we didn't want libraries to display in the OPAC within each region. The custom org tree allowed C/W MARS to interfile all of their libraries into one big alphabetical dropdown list. - Another use I've seen of the custom org tree is, in cases where we do have multibranch systems, we might want the main library to display above the other branches, even if it doesn't come first alphabetically. We can make the main library appear out of order using the custom org tree. I hope this helps! Kathy Kathy Lussier Project Coordinator Massachusetts Library Network Cooperative (508) 343-0128 kluss...@masslnc.org Twitter: http://www.twitter.com/kmlussier Tina Ji 1-888-848-9250 Trainer/Help Desk Specialist BC Libraries Cooperative/Sitka
Re: [OPEN-ILS-GENERAL] Holds placed prior to status change
Hi Lise, When you say to Find Another Target for the hold on top of the queue, Tina, do you mean the first hold that appears when we click on View Holds for the record? I mean the next hold that should be filled according to the adopted hold filling method. Most of our libraries fill holds by request time. So they sort holds by request time to find out the next hold to Find Another Target. Now we are on 2.4. There is the hold queue position field on View Holds. Libraries can sort the holds by queue position. Evergreen's displaying holds for the selected branch only or all pickup locations makes it harder to find out the next hold when the holds are queued within a system with multiple branches. Queue position can be a clue telling staff whether they need to view all holds. This seems to be the newest hold and might not be for our library's patron. (We're in the NC Cardinal consortium. Since we use 6-month age hold protection, holds outside Forsyth County won't be filled by new items we add here.) We tried filtering to holds for just the branch where the new item was added, but that seems to have caused problems. Would you mind elaborating on your recommendation? Thanks very much, Lise Keppler Forsyth County Public Library Tina Ji 1-888-848-9250 Trainer/Help Desk Specialist BC Libraries Cooperative/Sitka
Re: [OPEN-ILS-GENERAL] Holds placed prior to status change
Hi Lise, We have some groups of libraries/systems sharing resources among themselves. Some of them libraries use age protect, too. But we don't have consortium level resource sharing. I see multiple hold queues for holds to be filled by different item groups on View Holds. So I guess you will see a hold picked up at your system with position 1, if your hold setting is not much different. Tina Quoting Elisabeth Keppler keppl...@forsyth.cc: Thanks, Tina. I wonder if being part of a consortium that uses age hold protection will cause problems. If all of my library system's holds are down a ways on the queue, would I select the highest hold for my system rather than the top hold on the entire queue? Will this cause problems for other consortium members? Lise Tina Ji 1-888-848-9250 Trainer/Help Desk Specialist BC Libraries Cooperative/Sitka
Re: [OPEN-ILS-GENERAL] Holds placed prior to status change
Hi Deana, If your 'missing' and 'trace' statuses are non-holdable, this is probably the expected behaviour. We experience the same thing with our hold targeter running every 15 mins for new holds (placed within 24 hours) and daily for old holds (placed 24 hours ago). So new holds may be targeted by a copy with newly achieved holdable status, but not the old ones. The opportunistic capture is related to the hold_copy_map, which is updated by the hold targeter, thus updated daily for old holds. Items with newly achieved holdable status is not in that table for old holds. We advise our sites doing Find Another Target for the hold on top of the queue or waiting for a day. The checkin modifier: Retarget Local Hold may help, to some extent. Tina Quoting Deana Cunningham deana.cunning...@granvillecounty.org: Hi great brain! I was playing around today on our test server and have a question about hold triggering. After an item has a status change to missing or trace, any holds placed prior to that change are not getting triggered upon item check in. I have tried checking the item in numerous times (to see if maybe the first time when it changes the status back to reshelving it would activate the hold for capture at the next check in, but it did not. Placing a new hold on the item after the status has been changed back to reshelving causes that hold to be triggered on subsequent check ins, but the hold placed before changing to trace or missing is not triggered. Something I'm missing here? I also realize the item should be caught during the regular check for holds cron job (which is another problem we're having) but I am only looking at opportunistic hold capturing right now. Thanks! Deana Deana Cunningham Branch Manager, South Branch Library 1550 S. Campus Dr. Creedmoor, NC 27522 Phone: (919) 528-1752 Fax: (919) 528-1376 deana.cunning...@granvillecounty.org Tina Ji 1-888-848-9250 Trainer/Help Desk Specialist BC Libraries Cooperative/Sitka
Re: [OPEN-ILS-GENERAL] removing deleted item from Clear Holds
A couple of our libraries encountered the similar issue. We ended up changing the deleted item's status to 'Available' in the database to get it off Browse Hold Shelf. Quoting Michele Morgan mmor...@noblenet.org: Hi Holly, If the hold is showing in the client when you Browse the Holdshelf, you can try selecting it and, choosing Cancel Hold from the Actions menu. Hope this helps, Michele On 2/13/2014 3:29 PM, Holly Brennan wrote: I was eager to delete an item that was currently checked out, so I placed a hold on it. When it arrived on my desk, I just deleted it. Woops. I didn't trap the hold, so now it's showing up on the Clear Shelf-Expired Holds list every day. And my name is attached to it, so staff know who to curse at. I'm not very hopeful that there's any way for me to remove this, but I thought I'd give it a try. Having an item on the Clear Holds list for eternity is a good motivator to find out. -Holly Holly Brennan Library Technology Specialist Homer Public Library 907-235-3180 (main) 907-435-3154 (direct) hbren...@cityofhomer-ak.gov -- Michele Morgan, Technical Assistant North of Boston Library Exchange, Danvers Massachusetts mmor...@noblenet.org Tina Ji 1-888-848-9250 Trainer/Help Desk Specialist BC Libraries Cooperative/Sitka
Re: [OPEN-ILS-GENERAL] Copy holds on individual magazines from OPAC
We allow volume holds on our OPAC. Copy hold should be the same. You grant perm COPY_HOLD to the user groups and provide a link to placing copy hold on OPAC. You may check our OPAC https://catalogue.libraries.coop. Other people can correct me if I missed anything. Tina Quoting Chauncey Montgomery montg...@oplin.org: Is there a way to place copy holds on individual issues of magazines through the OPAC, without creating a unique record for each issue? Thanks in advance for feedback. CM -- Chauncey G. Montgomery, MLIS Director/Fiscal Officer | Community Library 44 Burrer Drive | Sunbury, OH 43074 740-965-3901 | http://community.lib.oh.us Tina Ji 1-888-848-9250 Trainer/Help Desk Specialist BC Libraries Cooperative/Sitka
Re: [OPEN-ILS-GENERAL] transferring reports to another user
Hi Jason, Good to know it's possible to transfer reports ownership out on account deletion on the client. One question: Completely OBLITERATE this patron account, including bills, payments, bookbags, etc? This is IRREVERSIBLE.. Circulation records are not mentioned. Will they be deleted, too? (I know they used to be deleted before 2.4. So we disabled Delete Patron Account on our staff client. We want to keep circ records for stats purpose.) thanks Tina Sitka Quoting Jason Etheridge ja...@esilibrary.com: I am the Evergreen administrator for our library, and as such, I create and use reports. I am retiring at the end of the year and being replaced by another administrator. How do I transfer/copy the reports I have created over the past few years, to the new administrator's account? James, the general strategy would be to delete your original account in the staff client while using a different account, and have it prompt you to relocate various bits like reports to a new user. There are three conditions your old account will have to meet for this to work. 1) You'll need the STAFF_LOGIN permission to be granted to the old account. Some admin accounts make due with the EVERYTHING permission, but the staff client looks for STAFF_LOGIN to determine whether the account being deleted is a staff account or not. 2) Related, the account will need at least one Working Location configured for the permission to work. 3) You'll need to make sure the super_user flag on the user is set to false. This can't be done within the staff client (well, you can check but not change via Reporting, but ignoring that...), but can be done the database: psql UPDATE actor.usr SET super_user = false WHERE usrname = 'admin'; -- for example You don't need to set super_user for your replacement. Some of us want to remove that flag completely from Evergreen, and solely rely on the regular permission mechanism. It'll also help but is not strictly necessary for all of the accounts transactions to be closed (items returned and fines paid) on the old admin account. So assuming all of that is squared away, you login as a different admin user, retrieve the original admin account, and select Other - Delete Patron Account. You'll get a prompt saying Completely OBLITERATE this patron account, including bills, payments, bookbags, etc? This is IRREVERSIBLE.. There's a checkbox you have to select prior to using the Delete Account button on the prompt. The next prompt will say The user you're attempting to delete has STAFF_LOGIN priviledges. Please enter the barcode for a destination user to receive the deleted user's miscellaneous staff artifacts (reports, etc.): ah, there's a typo there, har, need to fix that And here you enter the barcode (not the username) for the new account. The process will abort if it can't find the user, so no worries. After deleting the user, the screen will attempt to refresh and an outstanding bug will throw a harmless ACTOR_NOT_FOUND alert. The user still technically has an entry in the database, but all links to it have been broken and identifying data has been replaced. For fun, select Circulate - Retrieve Last Patron to see what this looks like. And that's it. Hope it helps, and Merry Christmas. :-) -- Jason Etheridge | Support Manager | Equinox Software, Inc. / The Open Source Experts | phone: 1-877-OPEN-ILS (673-6457) | email: ja...@esilibrary.com | web: http://www.esilibrary.com Tina Ji 1-888-848-9250 Trainer/Help Desk Specialist BC Libraries Cooperative/Sitka
Re: [OPEN-ILS-GENERAL] Checking out holds to an alternate patron
Thanks, Kathy. Our libraries will love it. Added my thought below. Hoping it may further facilitate the front line staff. - If an item from the hold shelf is checked out to another patron, staff receive a prompt saying that the item is on hold for somebody else. This alert should display the name of the person for whom the item is on hold. On the prompt, add a link on the person's name to retrieve the account in a new tab. This will help staff check whether there is any note or alert or similar message in the account allowing the hold to be pickup up other people (to address the privacy issue). - This prompt should provide three options: an option to cancel the checkout; to proceed with the checkout and remove the original patron from the holds queue; or to proceed with the checkout but leave the original patron in the holds queue. If the 2nd option is chosen, the hold is treated as filled instead of cancelled, for accurate stats. - The system should continue to use the same permissions it does today to determine if staff is authorized to proceed with the checkout by overriding the alert or authorized to cancel the hold. We aren't looking to give staff the ability to do anything they can't already do. We're basically trying to remove some of the steps required to complete the transaction. Before moving further on this project, I wanted to throw the idea out to the community to see if others would view this additional option on the prompt as an acceptable workflow improvement. Thanks! Kathy -- Kathy Lussier Project Coordinator Massachusetts Library Network Cooperative (508) 343-0128 kluss...@masslnc.org Twitter: http://www.twitter.com/kmlussier Tina Ji 1-888-848-9250 Trainer/Help Desk Specialist BC Libraries Cooperative/Sitka
Re: [OPEN-ILS-GENERAL] Spinals
Hi Mary, Will this help you: http://www.branchdistrictlibrary.org/professional/labels/? Tina Quoting Mary Toma scrlhead...@gmail.com: Has anyone had success in printing spinals from Evergreen using an 8.5 x 11 inch (50 spinals per page) sheets of spinals. Specifically Bro Dart laserink jet labels 55-395-014. -- Mary Toma Head Librarian South Central Regional Library 160 Main Street Box 1540 Winkler, MB R6W 4B4 204-325-5864 Tina Ji 1-888-848-9250 Trainer/Help Desk Specialist BC Libraries Cooperative/Sitka
Re: [OPEN-ILS-GENERAL] Billing Fixes and Enhancements Sponsored by MassLNC
Hi Jason, Good enhancements! 1. Support for Conditional Negative Balances A quick question: from the use case, can I infer that the starting date for the three LSE interval settings is the xact_finish or last payment date (partial payment)? This is different from the Void Lost Max Interval, which starts from the due date. I think the last payment date makes more sense. 2. Support for Lost Paid Status 3. Void Lost Fees for Claims Returned Items To confirm whether the overdue fines will be restored and/or generated based on the Claimed Returned date in accordance with the related LSE settings. Thanks Tina Ji 1-888-848-9250 Trainer/Help Desk Specialist BC Libraries Cooperative/Sitka
Re: [OPEN-ILS-GENERAL] No Matchpoint error on checkout 2.3.5
The other strange thing on circ policy I noticed was when I set the permission group to Users (our highest level user group) the policy did not work (no match point). But after I changed it to a lower level (Public Library Users) it worked. So it might worth a try to put something in Org Unit. Quoting Geoff Sams gs...@roanoketexas.com: That's what is really strange here, all of our policies are open ended. Library X at library blank, for all users. Only for very specific details do we set that specific of a rule. There are a set of rules for each libraries that have been working at all locations until this most recent addition. Tina Ji 1-888-848-9250 Trainer/Help Desk Specialist BC Libraries Cooperative/Sitka
Re: [OPEN-ILS-GENERAL] What should be done during unexpected library closings?
There used to be various fine timestamps (IIRC, the real time when fines were generated, before 2.0). But we had lots of problems with it. Now the 23:59 works. We did receive questions on it, but it's rare. I guess displaying the billing time without hour on OPAC helps. Back to original topic, it is optional to create fines for closed dates. Depending on your choice, it may have impact there (items returned on the second day after the unexpected closure). But it may sound reasonable (at least to me) if you still charge overdue for the unexpected closure. Tina Quoting Dan Wells d...@calvin.edu: This isn't especially relevant to the conversation, but last I checked, Evergreen actually post dates fines to the end of the fine period in which they occur. In other words, daily fines are all dated with a timestamp of 23:59 regardless of what time the fine generator runs. This made the fine logic a little simpler to calculate, but it is also a source of general confusion for users, as fines appear to happen in the future if you look closely. Perhaps someday someone will find the tuits to fix this, but for now, it works. All that said, maybe you really do run your fine generator at 23:59, but that seems a little like living on the edge to me, and I wouldn't base any opinions on the billing timestamps :) Dan -- * Daniel Wells, Library Programmer Analyst d...@calvin.edu Hekman Library at Calvin College 616.526.7133 On 4/24/2013 at 3:25 PM, Aaron Zsembery azsemb...@pls-net.org wrote: On Wednesday, April 24, 2013 3:21:05 PM chtrot...@ocrl.org wrote: I am not sure if the closed date can be entered the same day and fines not accrue. IIRC, in our install the fine generator runs at 23:59 to generate daily fines, so as long as the entry gets in, it should theoretically work. I haven't tried that though. Aaron Z Jr. Systems Administrator Pioneer Library System 2557 State Rt. 21 Canandaigua, New York 14424 Phone: (585) 394-8260 Tina Ji 1-888-848-9250 Trainer/Help Desk Specialist BC Libraries Cooperative/Sitka
Re: [OPEN-ILS-GENERAL] Hold is behind circ desk option
Hi Elaine, When Behind Desk pickup supported is set to TRUE and Hold is behind Circ Desk flag is on in the patron record, it will be indicated on the hold slip to route the item to Private Hold Shelf. If the Hold is behind Circ Desk flag is off, it will indicated to route the item to Public Hold Shelf. Tina Quoting Hardy, Elaine eha...@georgialibraries.org: We do not have that set to true. What is the expected behavior when it is set to true? Elaine J. Elaine Hardy PINES Bibliographic Projects Metadata Manager Georgia Public Library Service 1800 Century Place, Ste 150 Atlanta, Ga. 30345-4304 404.235-7128 404.235-7201, fax eha...@georgialibraries.org www.georgialibraries.org www.georgialibraries.org/pines -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Tina Ji (Project Sitka) Sent: Friday, April 05, 2013 12:40 PM To: Evergreen Discussion Group; Dale, Dawn Subject: Re: [OPEN-ILS-GENERAL] Hold is behind circ desk option There is a related library setting: Behind Desk pickup supported. Is it set up to TRUE? Quoting Dale, Dawn dd...@georgialibraries.org: In Evergreen 2/3/4 there is an option to click for Hold is behind circ desk in the Edit Patron screen. The place I am referring to is the check box that would say that the patron wants you to hold the book behind the desk. We have one library in our system that is experimenting with self-service holds. We went into the Branch Manager?s account and put a check in that box to state that the patron wants his hold held behind the desk. Then he went and placed a hold, then pulled the hold and captured it. There was no indication on the slip that alerted the staff to put the hold behind the desk for the patron. Does anyone know what checking that box on the Edit Patron screen does, exactly? Thanks, Dawn Dale PINES Helpdesk Manager Georgia Public Library Service 1800 Century Place Suite 150 Atlanta, GA 30345 404-235-7136 dd...@georgialibraries.org Tina Ji 1-888-848-9250 Trainer/Help Desk Specialist BC Libraries Cooperative/Sitka Tina Ji 1-888-848-9250 Trainer/Help Desk Specialist BC Libraries Cooperative/Sitka
Re: [OPEN-ILS-GENERAL] Hold is behind circ desk option
There is a related library setting: Behind Desk pickup supported. Is it set up to TRUE? Quoting Dale, Dawn dd...@georgialibraries.org: In Evergreen 2/3/4 there is an option to click for Hold is behind circ desk in the Edit Patron screen. The place I am referring to is the check box that would say that the patron wants you to hold the book behind the desk. We have one library in our system that is experimenting with self-service holds. We went into the Branch Manager?s account and put a check in that box to state that the patron wants his hold held behind the desk. Then he went and placed a hold, then pulled the hold and captured it. There was no indication on the slip that alerted the staff to put the hold behind the desk for the patron. Does anyone know what checking that box on the Edit Patron screen does, exactly? Thanks, Dawn Dale PINES Helpdesk Manager Georgia Public Library Service 1800 Century Place Suite 150 Atlanta, GA 30345 404-235-7136 dd...@georgialibraries.org Tina Ji 1-888-848-9250 Trainer/Help Desk Specialist BC Libraries Cooperative/Sitka
[OPEN-ILS-GENERAL] ***SPAM*** Re: Fwd: Enhancements to billing and handling of lost, long overdue and claims returned items
Hi Kathy, It's great to hear your enhancement plan. I love your proposal. I have some concern of BILL-04, bullet 1. I think the hidden message here is that the items are *not* lost when Lost, Long Overdue and Claims Returned Items are renewed. If the library settings on voiding lost charges are observed, for some libraries, the lost charges will be kept (for false lost). I would think the lost charges may be voided or controlled by a separate set of library settings. I think libraries may have different preference for such false lost. The above applies to bullet 3, too. (Right now at Sitka we don't use long overdue.) Negative bills are our most reported issue. We found more often than not the issue was actually caused by staff accidentally voiding partially paid bills. The Void All function is the 'culprit'. Now we tell our libraries not to use this function, instead, to use the Void Billings function. Tina Sitka Quoting Kathy Lussier kluss...@masslnc.org: Sorry all! I forgot to send the link to our full requirements. Here it is! http://masslnc.cwmars.org/node/2762 Kathy Kathy Lussier Project Coordinator Massachusetts Library Network Cooperative (508) 343-0128 kluss...@masslnc.org Twitter: http://www.twitter.com/kmlussier Original Message Subject:Enhancements to billing and handling of lost, long overdue and claims returned items Date: Tue, 26 Mar 2013 16:40:54 -0400 From: Kathy Lussier kluss...@masslnc.org To: Evergreen General Discussion List open-ils-general@list.georgialibraries.org Hi all, MassLNC has been working on development requirements for enhancements to Evergreen billing and handling of lost, long overdue, and claims returned items. We are almost at the point where we are ready to seek quotes for the project, but I first wanted to share details on what we are proposing so that we can get feedback from the larger community. I also would like to hear if these projects overlap with other existing development projects. We were happy to hear that PINES has contracted with ESI to support a long overdue process and scratched that item off our list. We are also aware of existing code that has been posted to Launchpad to help deal with some of the negative balances issues identified in our requirements. I'm hoping any development done for MassLNC can supplement and make use of the work that's already been done. In general, we are looking at the following enhancements: * Support for no negative balances or conditional negative balances (i.e. a refund is only applied if a lost book is returned within x number of months that it was paid.) * Support for a Lost and Paid status that the system automatically applies once the patron has paid for the lost or long overdue item. * A permission that will allow renewals on lost, long overdue, and claims returned items. * A new penalty for exceeding a count of long overdue items (similar to the penalty for lost items that was recently submitted for https://bugs.launchpad.net/evergreen/+bug/1154258). * Enhancements to the cash reports that distinguishes among payments made for overdue fines, lost/long overdue items, and grocery bills. * Enhancements to the billing interface. Feel free to send along any comments you have on the proposed work. Kathy -- Kathy Lussier Project Coordinator Massachusetts Library Network Cooperative (508) 343-0128 kluss...@masslnc.org Twitter: http://www.twitter.com/kmlussier Tina Ji 1-888-848-9250 Trainer/Help Desk Specialist BC Libraries Cooperative/Sitka
[OPEN-ILS-GENERAL] ***SPAM*** Re: ***SPAM*** Anyone encountered this: Error loading preferences when opening Copy Editor
Hi Eva, Our site reported that after pointing to a new path in profile.ini the error disappeared. Thanks so much! Tina Quoting Cerninakova Eva cer...@jabok.cz: Hi Tina, it reminds me very much the bug we came across some time ago, see https://bugs.launchpad.net/evergreen/+bug/997284 (although I don´t suppose you have problem with Czech characters ;-) and the reason in your case would be different). The only thing which we have found to help is deleting Evergreen client profile on local disc (I guess deleting of one paticular file from the profile would be enough, but I don´t know which one). Eva Cerni?áková -- Mgr. Eva Cerni?áková cer...@jabok.cz Jabok - Vy??í odborná ?kola sociáln? pedagogická a teologická Knihovna Jabok Salmovská 8, 120 00 Praha 2 http://knihovna.jabok.cz Tel.: +420 224 990 157 e-mail: kniho...@jabok.cz ? Dne 19.3.2013 0:48, Tina Ji (Project Sitka) napsal(a): Hi everyone, I wonder whether anyone has ever encountered similar case and may help shed some light. One one of our libraries keeps encountering the following error when opening Copy Editor. The same error also shows up when changing the value in any field on Copy Editor. After confirming the errors, copy records can be created/edited. Error loading preferences: Could not js-ify the JSON: SyntaxError: syntax error. This happens on one particular computer only with difference staff accounts. The staff have uninstalled the staff client, downloaded a new copy of it form our website, and re-installed it. Cache has been cleared. But nothing has changed. The computer runs Windows Vista. The recent change is updating Flash and Java. It used to work without any problem. Any help will be appreciated. Tina Ji 1-888-848-9250 Trainer/Help Desk Specialist BC Libraries Cooperative/Sitka Tina Ji 1-888-848-9250 Trainer/Help Desk Specialist BC Libraries Cooperative/Sitka
[OPEN-ILS-GENERAL] ***SPAM*** Anyone encountered this: Error loading preferences when opening Copy Editor
Hi everyone, I wonder whether anyone has ever encountered similar case and may help shed some light. One one of our libraries keeps encountering the following error when opening Copy Editor. The same error also shows up when changing the value in any field on Copy Editor. After confirming the errors, copy records can be created/edited. Error loading preferences: Could not js-ify the JSON: SyntaxError: syntax error. This happens on one particular computer only with difference staff accounts. The staff have uninstalled the staff client, downloaded a new copy of it form our website, and re-installed it. Cache has been cleared. But nothing has changed. The computer runs Windows Vista. The recent change is updating Flash and Java. It used to work without any problem. Any help will be appreciated. Tina Ji 1-888-848-9250 Trainer/Help Desk Specialist BC Libraries Cooperative/Sitka
[OPEN-ILS-GENERAL] ***SPAM*** Re: View Holds Screen
We are facing the same issue. On View Holds screen from a title record, holds can be filtered by Pickup (Requesting) Library. If the Filter checkbox is selected, on the OU tree you can only select a branch. Our multi-branch libraries want to view a list of all holds to be picked up at any branch of their library. It would be great if libraries can scale up and down the OU tree to view the holds within the selected scope. Quoting Mike Rylander mrylan...@gmail.com: On Tue, Aug 21, 2012 at 11:43 AM, Fiona Borthwick fiona.borthw...@ptfs-europe.com wrote: Hello, I am hoping someone can help me with this query please. I may be missing a setting somewhere but have spent a considerable amount of time looking for the answer. Our customer would like to be able to see their own 'system' holds when using the 'View Holds' option under the 'Actions for this Record' menu. The filter option is not really suitable here as it will only allow them to filter to one branch. Ideally they would like to be presented with a full list of holds for their own system. We are finding that we can only filter to the branch or see the entire consortium holds list. Do you mean holds that are currently targeting items in my system or holds placed by users who's home library is in my system or something else? OTTOMH, I don't recall if the UI presents a way to do either of those, but the data is there for both ... but, first we need to understand the desired outcome. -- Mike Rylander | Director of Research and Development | Equinox Software, Inc. / Your Library's Guide to Open Source | phone: 1-877-OPEN-ILS (673-6457) | email: mi...@esilibrary.com | web: http://www.esilibrary.com Tina Ji 1-888-848-9250 Trainer/Help Desk Specialist BC Libraries Cooperative/Sitka
[OPEN-ILS-GENERAL] ***SPAM*** Re: Floating Collections
There's also the Suppress Non-Hold Transits Group library setting, which could be used to make entire library collections effectively float. The circ lib wouldn't be automatically changing, but the items wouldn't be springing home either. This creates lots of items belonging to Library A (with circ_lib of A) but staying at Library B with Available status. You really don't know where the items are from the catalogue. Tina Ji 1-888-848-9250 Trainer/Help Desk Specialist BC Libraries Cooperative/Sitka
[OPEN-ILS-GENERAL] ***SPAM*** Re: bookings module - media bookings
Hi Tara, Gordana Dan, I wonder whether any of you ever wait overnight to check out (pick up) a late reservation. I have no problem checking out the late reservation on the same day when it becomes late, but not possible the next morning. I tried it with both catalogued and non-catalogued resources with the same result. I did step #4. It changes the item's status to Reshelving. It is not possible to check in non-catalogued resources. Since everyone says it works, am I the only one having bad luck? Or overnight does cause some issue? Thanks Tina Quoting Gordana Vitez gvi...@niagaracollege.ca: Hi everyone, I think the key...I might be wrong though...is step #4 Dan's checkin after capturing the resource. That seems to be key to eliminating the late checkin issue. I will let folks at Niagara know. Thanks, Dan!! Gordana Tara Robertson information.detect...@gmail.com 1/25/2012 6:23 PM Hi Dan, I did the same test that you did on Sitka's production server (version 2.0.2) and got the same result as you did. It worked. Yay! Gordana--did you find the same thing? Hrm. I wonder if our staff are doing this correctly... Thanks, Tara On Wed, Jan 25, 2012 at 8:20 AM, Gordana Vitez gvi...@niagaracollege.ca wrote: Hi Dan, Thanks for walking through the whole process. I'll go through it on our end with some real reservations and see if we're still having the late checkout issue or not. That being said, I think there are things we need to do to the booking module in order to make it a really good tool. Some of the things Tara mentioned (being able to see who has a booked item checked out in their name, being able to see a listing of future bookings for an item...just to name a couple) would make it great. Do you hear complaints like that at Laurentian? Thanks! Gordana Dan Scott d...@coffeecode.net 1/25/2012 10:51 AM On Wed, Jan 25, 2012 at 9:53 AM, Gordana Vitez gvi...@niagaracollege.ca wrote: Hi Dan, I probably should have clarified my language as well. We capture reservations; however, we still have the same issues with late pickups and have to taken to capturing and checking out at the time the pickup is expected. So... I just ran through the following workflow on our Evergreen 2.1 production system: 1. Made an existing item bookable (through Item Status - Make item bookable) 2. Used Booking - Create reservation to create a reservation for that item 20 minutes in the future 3. Used Booking - Capture resources to capture the item 4. Used Circulation - Check in items to check in the item (this wasn't necessary according to the docs, but I wasn't looking at the docs at the time, so any transit to reservations message triggers a Pavlovian must check in response...) 5. Waited 35 minutes, so 15 minutes past the time the item was supposed to be picked up, then used Booking - Pick up reservations to show the list of reservations for the target patron. The item in question was displayed. 6. Selected the item and clicked Pick up. The item was checked out to the target patron. 7. Used Circulation - Check in items to return the item. There are all kinds of qualifiers here; this was the first reservation for the item, and the first reservation for that patron, and there was only one concurrent reservation for that patron, and the extra Check in after Capture might have thrown things off... but I hit no roadblocks in terms of checking out a late item. Tina Ji Trainer/Help Desk Specialist BC SITKA Evergreen Implementation Tel: 604-542-0325
Re: [OPEN-ILS-GENERAL] bookings module - media bookings
Quoting Dan Scott d...@coffeecode.net: On Tue, Jan 24, 2012 at 12:14:23PM -0800, Tara Robertson wrote: Thanks! That's how we did things with our manual system: the media booker would check stuff out and put it on a shelf at circ. I'd love to hear from anyone else who is using bookings and what your workarounds are. For the case of late checkouts, are you capturing the resources first? A few months ago, after working with one of our libraries to resolve the same problem - or so I thought - I wrote the following: bookings are supposed to be captured (under Bookings - Capture Resources) before they're checked out - idea being that the capture indicates that the item has been brought to the special reservations/bookings area from wherever it might normally live elsewhere in the library. Once the item is captured, it can be checked out early or late. I've just asked for confirmation that this does, in fact, resolve the problem. Those reservations in question do have capture_time and the items have On Reservation Shelf status. The issue is they do not show up on Reservation Pick Up screen. When I looked at those records (last Friday), some of them still had a couple of days reservation period. Thanks Tina Ji Trainer/Help Desk Specialist BC SITKA Evergreen Implementation Tel: 604-542-0325
[OPEN-ILS-GENERAL] Sitka's training manual on Evergreen 2.0
Hello everyone, We are very pleased to share our updated training manual on Evergreen 2.0. HTML version: http://docs.sitka.bclibraries.ca/Sitka/current/html/ PDF version: http://docs.sitka.bclibraries.ca/Sitka/current/pdf/Sitka_Training_Manual.pdf XML files: http://docs.sitka.bclibraries.ca/Sitka/current/sitka_docs_xml.zip Our document is under Creative Commons license. Feel free to use it in the way the license allows. We will be very glad if it can help you. Tina Ji Trainer/Help Desk Specialist BC SITKA Evergreen Implementation
Re: [OPEN-ILS-GENERAL] Holds for ILLs on Template bib records
Hi all, Mike's injest theory may explain my recent experience. I merged two bib records, one with wait-for-copy holds but no available copy, the other with available copy. In my first case, in 10 min a target copy had been assigned. In my second case, it took 2 days. I have heard of that after a hold is initially targetted with no success, it will be retargetted once only everyday in the following days. I am not sure whether this is Sitka particular. But it helps explain why it takes longer time. Tina Ji Trainer/Help Desk Specialist BC SITKA Evergreen Implementation Quoting Mike Rylander mrylan...@gmail.com: On Thu, Aug 20, 2009 at 6:36 AM, Sharp, Chriscsh...@georgialibraries.org wrote: Hi Marlene, We are trying to place Title holds, and they are for the same org unit owning the item (we do have branches). We were aware that the targeter was on a 15 minute delay, but the delay in finding the item is much more than that, sometimes a day or two days The targeter program sometimes takes much longer than every 15 minutes. The script looks to see if the targeter is already running (by checking for the existence of the /tmp/hold_targeter-LOCK file), and if the lockfile is present, it checks again 15 minutes later. In PINES, depending on the volume of holds placed, this can take hours rather than the expected 15 minutes. The 15 minute time (well, strictly speaking, the configured re-targeting run time) is just for re-targeting after the targeting interval has expired. Initial targeting occurs when the hold is placed, so something else is going on here. I suspect that this is another side-effect of the intermittent ingest issue that has shown up recently. If the record fails to ingest properly then some required data (extracted from the fixed fields, and used to determine the record type) won't be there and can cause the targeting to exit early. There is a more aggressive workaround than the hourly cleanup (Marlene, this has been proposed to your consortium, in fact) that we believe will address this until we have completely pinned down the root cause of this intermittent issue. -- Mike Rylander | VP, Research and Design | Equinox Software, Inc. / The Evergreen Experts | phone: 1-877-OPEN-ILS (673-6457) | email: mi...@esilibrary.com | web: http://www.esilibrary.com
