[OPEN-ILS-GENERAL] Require password change on first OPAC login
Hi folks, I just became aware of what looks like a functionality change between 1.6 and 2.2. When we went live with our first Evergreen library on 1.6, patrons were required to change their passwords the first time they logged in to the OPAC. It looks like this is no longer the case; I've tested with new and newly migrated patrons in 2.2. The 1.6 documentation for the OPAC states, Patrons are given temporary passwords when new accounts are created, or forgotten passwords are reset by staff. Patrons MUST change their password to something more secure when they login or for [sic] the first time. Once the password is updated, they will not have to repeat this process for subsequent logins. (http://docs.evergreen-ils.org/1.6/draft/html/MyAccount.html). The documentation for this section has not been updated for the 2.x series. Is there a setting somewhere that we could turn on to re-enable this feature? I've dug through the in-client administrative settings, but haven't found any likely candidates. We would like to force our newly migrated library's patrons to change their passwords from the defaults set during conversion. Thanks! Jenny Jennifer Turner | PALS, A Program of the Minnesota State Colleges and Universities | 507-389-2000
Re: [OPEN-ILS-GENERAL] Require password change on first OPAC login
Thanks to the friendly folks on IRC that steered me towards this bug: https://bugs.launchpad.net/evergreen/+bug/1013786! Jenny From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Turner, Jennifer M Sent: Thursday, August 09, 2012 11:29 AM To: Evergreen Discussion Group (open-ils-general@list.georgialibraries.org) Subject: [OPEN-ILS-GENERAL] Require password change on first OPAC login Hi folks, I just became aware of what looks like a functionality change between 1.6 and 2.2. When we went live with our first Evergreen library on 1.6, patrons were required to change their passwords the first time they logged in to the OPAC. It looks like this is no longer the case; I've tested with new and newly migrated patrons in 2.2. The 1.6 documentation for the OPAC states, Patrons are given temporary passwords when new accounts are created, or forgotten passwords are reset by staff. Patrons MUST change their password to something more secure when they login or for [sic] the first time. Once the password is updated, they will not have to repeat this process for subsequent logins. (http://docs.evergreen-ils.org/1.6/draft/html/MyAccount.html). The documentation for this section has not been updated for the 2.x series. Is there a setting somewhere that we could turn on to re-enable this feature? I've dug through the in-client administrative settings, but haven't found any likely candidates. We would like to force our newly migrated library's patrons to change their passwords from the defaults set during conversion. Thanks! Jenny Jennifer Turner | PALS, A Program of the Minnesota State Colleges and Universities | 507-389-2000
[OPEN-ILS-GENERAL] Standalone Pending Transactions
Hello folks, We asked a library to test standalone circulation in 2.2 last week. It went pretty well, however they are have one workstation that still shows the red box with Standalone Pending Transactions. I was unable to recreate this issue and asked for more details. The director further explained, In the bottom right quadrant of the Startup and Shutdown window titled Offline Use, the box that says Standalone Interface turns Red and says Standalone Pending Transactions. I cannot get that workstation to upload the transactions. I have done some searching on the Evergreen site and can't find reference to this error anywhere. Have you run into this before? If so, how did you solve it? Thanks for your help! Jenny Jennifer Turner | PALS, A Program of the Minnesota State Colleges and Universities | 507-389-2000
Re: [OPEN-ILS-GENERAL] Standalone Pending Transactions
Hi Aaron, Thanks for the response! Unfortunately, the transactions were uploaded and the directions for exporting/importing transactions were - as far as I know - followed. Any other ideas? Jenny -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Aaron Zsembery Sent: Wednesday, August 01, 2012 9:49 AM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Standalone Pending Transactions On August 1, 2012 at 10:21:13 AM Jennifer M Turner jennifer.tur...@mnsu.edu wrote: Subject: [OPEN-ILS-GENERAL] Standalone Pending Transactions We asked a library to test standalone circulation in 2.2 last week. It went pretty well, however they are have one workstation that “still shows the red box with Standalone Pending Transactions.” Were the transactions from that workstation actually uploaded? I have done some searching on the Evergreen site and can’t find reference to this error anywhere. Have you run into this before? If so, how did you solve it? If the transactions have not been uploaded, try using the export offline transactions function and then the import function on another computer. After you export, it will ask if you want to clear the transactions, tell it yes. Aaron Z Jr. Systems Administrator Pioneer Library System 2557 State Rt. 21 Canandaigua, New York 14424 Phone: (585) 394-8260
Re: [OPEN-ILS-GENERAL] Standalone Pending Transactions
Thanks, again, Aaron. I had wondered about that possibility, but when I tried to recreate the issue by clicking “no” instead of “yes,” I still didn’t get the red box. In any case, I have asked the library to try Karen’s and your suggestions. If they fail, I will look into your manual deletion. Thanks everyone, for your swift suggestions! Jenny From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Aaron Zsembery Sent: Wednesday, August 01, 2012 11:27 AM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Standalone Pending Transactions On August 1, 2012 at 11:54:11 AM Jennifer M Turner jennifer.tur...@mnsu.edumailto:jennifer.tur...@mnsu.edu Thanks for the response! Unfortunately, the transactions were uploaded and the directions for exporting/importing transactions were - as far as I know - followed. Once they do the export, there is a popup that comes up and says: Your transactions have been exported to the file FILENAME. We strongly recommend that you now purge the transactions from this staff client. Would you like for us to do this? I would guess that they clicked no instead of yes in that popup as we have had several libraries do that. If they re-export, click yes and have the same issue, the file can be manually deleted with the following steps: 1. Login as the user who is having the issue 2. Go to %AppData%\OpenILS\open_ils_staff_client\Profiles\ 3. Open the profile folder (usually something like ja3rm3ja.DefaultUser) 4. Open the chrome folder 5. Find the pending_xacts file. 6. Delete it, rename it or whatever you prefer and that should eliminate the offline transactions warning. Aaron Z Jr. Systems Administrator Pioneer Library System 2557 State Rt. 21 Canandaigua, New York 14424 Phone: (585) 394-8260
Re: [OPEN-ILS-GENERAL] Reports Task Force Meeting: Thursday, June 21 at 2:30pm Eastern
The [brief] minutes from last week's Reports meeting have been posted to the website: http://open-ils.org/dokuwiki/doku.php?id=evergreen-reports:taskforce_meetings#past_meetings. They are directly available here: http://evergreen-ils.org/meetings/evergreen/2012/evergreen.2012-06-21-14.31.html Although not apparent in the minutes, this meeting included a discussion of interested libraries pooling resources to develop ideas from the Evergreen Reports wish list, http://open-ils.org/dokuwiki/doku.php?id=evergreen-reports:taskforce_wish_lists, and what the task force might do to assist the process, keeping in mind that we don't actually have a Reports Task Force budget. A couple of ideas were tossed about, including volunteers from the task force working to solicit vendor quotes for development for the various wish list items. However, there was not a large enough group present to gain consensus on a plan at the meeting. If you have thoughts about how the Reports Task Force might proceed on this, please share these ideas on the Evergreen Reports list (evergreen-repo...@list.evergree-ils.orgmailto:evergreen-repo...@list.evergree-ils.org) or email me directly and I will summarize for the list. Thanks, Jenny (PALS) From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Turner, Jennifer M Sent: Thursday, June 21, 2012 9:26 AM To: Evergreen Discussion Group (open-ils-general@list.georgialibraries.org); evergreen-repo...@list.evergreen-ils.org Subject: Re: [OPEN-ILS-GENERAL] Reports Task Force Meeting: Thursday, June 21 at 2:30pm Eastern Just a reminder: the Evergreen Reports Task Force meets this afternoon on IRC! Details below. From: Turner, Jennifer M Sent: Tuesday, June 19, 2012 2:31 PM To: Evergreen Discussion Group (open-ils-general@list.georgialibraries.orgmailto:open-ils-general@list.georgialibraries.org); evergreen-repo...@list.evergreen-ils.orgmailto:evergreen-repo...@list.evergreen-ils.org Subject: Reports Task Force Meeting: Thursday, June 21 at 2:30pm Eastern Please join the next Evergreen Reports Task Force meeting this Thursday, June 21 at 2:30 Eastern on the #evergreen IRC channel (http://open-ils.org/irc.php). An agenda has been posted: http://open-ils.org/dokuwiki/doku.php?id=evergreen-reports:meetings:2012-06-21-agenda. Anyone interested in Reports in Evergreen is welcome to attend! Jennifer Turner | PALS, A Program of the Minnesota State Colleges and Universities | 507-389-2000
Re: [OPEN-ILS-GENERAL] Reports Task Force Meeting: Thursday, June 21 at 2:30pm Eastern
Just a reminder: the Evergreen Reports Task Force meets this afternoon on IRC! Details below. From: Turner, Jennifer M Sent: Tuesday, June 19, 2012 2:31 PM To: Evergreen Discussion Group (open-ils-general@list.georgialibraries.org); evergreen-repo...@list.evergreen-ils.org Subject: Reports Task Force Meeting: Thursday, June 21 at 2:30pm Eastern Please join the next Evergreen Reports Task Force meeting this Thursday, June 21 at 2:30 Eastern on the #evergreen IRC channel (http://open-ils.org/irc.php). An agenda has been posted: http://open-ils.org/dokuwiki/doku.php?id=evergreen-reports:meetings:2012-06-21-agenda. Anyone interested in Reports in Evergreen is welcome to attend! Jennifer Turner | PALS, A Program of the Minnesota State Colleges and Universities | 507-389-2000
[OPEN-ILS-GENERAL] Reports Task Force Meeting: Thursday, June 21 at 2:30pm Eastern
Please join the next Evergreen Reports Task Force meeting this Thursday, June 21 at 2:30 Eastern on the #evergreen IRC channel (http://open-ils.org/irc.php). An agenda has been posted: http://open-ils.org/dokuwiki/doku.php?id=evergreen-reports:meetings:2012-06-21-agenda. Anyone interested in Reports in Evergreen is welcome to attend! Jennifer Turner | PALS, A Program of the Minnesota State Colleges and Universities | 507-389-2000
[OPEN-ILS-GENERAL] Error when accessing the User Permission Editor in 2.2 RC1
Hello again, Evergreen-ers,
When I try to edit the permissions or add working locations for a user through
the User Permission Editor (through the patron account), I receive the
following message (pasted below) and the screen does not display properly
(working locations and permissions are not visible).
{message:user.usrname is not a
function,fileName:HOSTNAME/xul/rel_2_2/server/patron/user_edit.js,lineNumber:202,stack:init_editor()@http://HOSTNAME/xul/rel_2_2/server/patron/user_edit.js:202\nonload([object
Event])@http://HOSTNAME/xul/rel_2_2/server/patron/user_edit.xhtml?ses=6f43c2f19548d54dcc17a237599065ddusr=1692:1\n,name:TypeError}
Is there a script that isn't running? Or something else? This functionality
works in Indiana's testing instance of 2.2RC1.
Thanks!
Jennifer Turner | PALS, A Program of the Minnesota State Colleges and
Universities | 507-389-2000
Re: [OPEN-ILS-GENERAL] Error when accessing the User Permission Editor in 2.2 RC1
I forgot to include that this error also displays when attempting to add
working locations through the Admin User Permission Editor menu option.
From: Turner, Jennifer M
Sent: Tuesday, June 19, 2012 2:49 PM
To: Evergreen Discussion Group (open-ils-general@list.georgialibraries.org)
Subject: Error when accessing the User Permission Editor in 2.2 RC1
Hello again, Evergreen-ers,
When I try to edit the permissions or add working locations for a user through
the User Permission Editor (through the patron account), I receive the
following message (pasted below) and the screen does not display properly
(working locations and permissions are not visible).
{message:user.usrname is not a
function,fileName:HOSTNAME/xul/rel_2_2/server/patron/user_edit.js,lineNumber:202,stack:init_editor()@http://HOSTNAME/xul/rel_2_2/server/patron/user_edit.js:202\nonload([object
Event])@http://HOSTNAME/xul/rel_2_2/server/patron/user_edit.xhtml?ses=6f43c2f19548d54dcc17a237599065ddusr=1692:1\n,name:TypeError}
Is there a script that isn't running? Or something else? This functionality
works in Indiana's testing instance of 2.2RC1.
Thanks!
Jennifer Turner | PALS, A Program of the Minnesota State Colleges and
Universities | 507-389-2000
Re: [OPEN-ILS-GENERAL] Editing/deleting org units
If it is, indeed, possible to delete org units through the staff client, perhaps it is time to revise - or expand on - the documentation? The only documentation I could find was: http://docs.evergreen-ils.org/1.6/draft/html/serveradministration.html, which is from 1.6 and didn't seem to work for us on 2.2RC1. I am copying DIG on this message...perhaps there is more recent documentation, but I'm just not finding it. If someone has an update, I am sure DIG would be happy to include it in the 2.2 docs! Regarding single org unit set-up: while it is possible to set up a single-OU tree, the argument I found for leaving the Consortium in place is that it allows the ability to add other branches or libraries in the future. This is an older list conversation, but I believe it is still relevant: http://list.georgialibraries.org/pipermail/open-ils-dev/2009-January/004039.html. I don't know that we're expecting to gain new branches, but can imagine scenarios in which this might happen, so elected to leave it as a possibility, especially since the OPAC can be limited to search only the single library. Jenny (PALS) -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Mike Rylander Sent: Tuesday, June 05, 2012 9:52 AM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Editing/deleting org units On Tue, Jun 5, 2012 at 9:59 AM, Lazar, Alexey Vladimirovich alexey.la...@mnsu.edu wrote: Is there any special reason why the org units are not modifiable through the staff client? They are, including delete-able. As there are many interdependencies, though, it can be difficult to get rid of everything you need to in order to effect the delete. We could consider adding a big, scary PURGE IT ALL button, but the number of cases it would cover and the fact that it would be more like a foot-bazooka than a simple foot-gun makes me very leery of doing so. Also, is it the current recommendation to keep the consortium as the top org unit, even for one-library organizations? You can trim the tree to a single org unit. Several small libraries do exactly that. --miker Thank you. Alexey Lazar PALS Information System Developer and Integrator 507-389-2907 http://www.mnpals.org/ On Jun 4, 2012, at 10:45 , Galen Charlton wrote: Hi, On 06/04/2012 11:39 AM, Turner, Jennifer M wrote: This is a brand new install, so no, the org units are not in use. Thanks for the response, Galen! We will look into using SQL...I was trying to save the tech staff some work. :) Fair enough, but in this case I agree with the Changing the Default Organizational Units and Types Using SQL heading in the manual [1] that using SQL is the quickest wait to trim the OU tree in a fresh installation. [1] http://docs.evergreen-ils.org/2.1/html/serveradministration.html Regards, Galen -- Galen Charlton Director of Support and Implementation Equinox Software, Inc. / The Open Source Experts email: g...@esilibrary.com direct: +1 770-709-5581 cell: +1 404-984-4366 skype: gmcharlt web: http://www.esilibrary.com/ Supporting Koha and Evergreen: http://koha-community.org http://evergreen-ils.org -- Mike Rylander | Director of Research and Development | Equinox Software, Inc. / Your Library's Guide to Open Source | phone: 1-877-OPEN-ILS (673-6457) | email: mi...@esilibrary.com | web: http://www.esilibrary.com
Re: [OPEN-ILS-GENERAL] Editing/deleting org units
We were working with a fresh install with no patrons or items or even circ rules, which is why we were a bit stumped that deleting from the client didn't work. Oh well, SQL did the job. Thanks, folks! From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Steve Wills Sent: Tuesday, June 05, 2012 11:55 AM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Editing/deleting org units Importance: Low My experience has been that the org tree can be edited from the staff client with a little trust in an minimalist UX (user experience)... Unlike Microsoft Windows, if you attempt to delete an organization that has 'stuff' attached to it, The Evergreen staff client gives an almost inaudible grunt and then blushes for split second. That is the equivalent of Microsoft's pop-up windows method which would say are you sure you want to delete this org unit? followed by are you REALLY sure? on through that final window that says: Look, we promise we will only ask one more time, but will you click 'OK' if you really want to delete this Org Unit even though it has stuff attached to it?. Anyway, if you get the really quick red flash and the OU doesn't delete, you need to figure out what items and patrons and stuff are still attached to it. Alternately.. you can use SQL. Steve sneaking away quickly Wills -Original Message- From: Mike Rylander [mailto:mrylan...@gmail.com]mailto:[mailto:mrylan...@gmail.com] Sent: Tuesday, June 5, 2012 10:52 AM To: 'Evergreen Discussion Group' Subject: Re: [OPEN-ILS-GENERAL] Editing/deleting org units On Tue, Jun 5, 2012 at 9:59 AM, Lazar, Alexey Vladimirovich wrote: Is there any special reason why the org units are not modifiable through the staff client?
Re: [OPEN-ILS-GENERAL] Editing/deleting org units
Hi all, I sent this prior to a holiday weekend and haven't heard boo - any ideas? I am able to suppress the extra Org Units from displaying in the OPAC, but would love to be able to remove them completely to minimize staff confusion. If this is not possible, is there a way to suppress them from the holdings maintenance screen? Thanks, Jenny (PALS) From: Turner, Jennifer M Sent: Friday, May 25, 2012 10:48 AM To: Evergreen Discussion Group (open-ils-general@list.georgialibraries.org) Subject: RE: Editing/deleting org units An update on this: it appears that our edits to org units are working with these instructions. Any idea how we can delete the unnecessary org units? From: open-ils-general-boun...@list.georgialibraries.orgmailto:open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org]mailto:[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Turner, Jennifer M Sent: Thursday, May 24, 2012 4:11 PM To: Evergreen Discussion Group (open-ils-general@list.georgialibraries.orgmailto:open-ils-general@list.georgialibraries.org) Subject: [OPEN-ILS-GENERAL] Editing/deleting org units Hello all, We are using Evergreen 2.2RC1 and attempting to delete and/or edit the existing org units following the directions here: http://docs.evergreen-ils.org/2.1/html/serveradministration.html (under the headings for deleting and editing org units). Unfortunately, the changes do not seem to be sticking. Any tips? Thanks in advance for your assistance! Jenny Jennifer Turner | PALS, A Program of the Minnesota State Colleges and Universities | 507-389-2000
Re: [OPEN-ILS-GENERAL] Editing/deleting org units
This is a brand new install, so no, the org units are not in use. Thanks for the response, Galen! We will look into using SQL...I was trying to save the tech staff some work. :) -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Galen Charlton Sent: Monday, June 04, 2012 10:33 AM To: open-ils-general@list.georgialibraries.org Subject: Re: [OPEN-ILS-GENERAL] Editing/deleting org units Hi, On 06/04/2012 10:15 AM, Turner, Jennifer M wrote: I am able to suppress the extra Org Units from displaying in the OPAC, but would love to be able to remove them completely to minimize staff confusion. If this is not possible, is there a way to suppress them from the holdings maintenance screen? Do you know if any of the OUs you want to remove are currently in use by any items or patrons? If they're not, what I would recommend using using SQL to delete them. Regards, Galen -- Galen Charlton Director of Support and Implementation Equinox Software, Inc. / The Open Source Experts email: g...@esilibrary.com direct: +1 770-709-5581 cell: +1 404-984-4366 skype: gmcharlt web:http://www.esilibrary.com/ Supporting Koha and Evergreen: http://koha-community.org http://evergreen-ils.org
Re: [OPEN-ILS-GENERAL] Editing/deleting org units
An update on this: it appears that our edits to org units are working with these instructions. Any idea how we can delete the unnecessary org units? From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Turner, Jennifer M Sent: Thursday, May 24, 2012 4:11 PM To: Evergreen Discussion Group (open-ils-general@list.georgialibraries.org) Subject: [OPEN-ILS-GENERAL] Editing/deleting org units Hello all, We are using Evergreen 2.2RC1 and attempting to delete and/or edit the existing org units following the directions here: http://docs.evergreen-ils.org/2.1/html/serveradministration.html (under the headings for deleting and editing org units). Unfortunately, the changes do not seem to be sticking. Any tips? Thanks in advance for your assistance! Jenny Jennifer Turner | PALS, A Program of the Minnesota State Colleges and Universities | 507-389-2000
[OPEN-ILS-GENERAL] Editing/deleting org units
Hello all, We are using Evergreen 2.2RC1 and attempting to delete and/or edit the existing org units following the directions here: http://docs.evergreen-ils.org/2.1/html/serveradministration.html (under the headings for deleting and editing org units). Unfortunately, the changes do not seem to be sticking. Any tips? Thanks in advance for your assistance! Jenny Jennifer Turner | PALS, A Program of the Minnesota State Colleges and Universities | 507-389-2000
Re: [OPEN-ILS-GENERAL] LAST CHANCE: Reports Task Force Scheduling Poll
Thanks to everyone who completed the poll. When I take into account the poll responses that were wiped out when I modified some of the dates, I believe 2:30 pm EST on the 3rd Thursday of the month worked for the most people. Our first post-conference meeting will therefore be June 21st on IRC (#evergreen). Details to follow - if you have agenda items, please send them to me or add them to the wiki. I will create a place for the agenda on the task force's meeting page: http://open-ils.org/dokuwiki/doku.php?id=evergreen-reports:taskforce_meetings I wish we could have accommodated everyone! Please join us as you can. Jennifer Turner | PALS, A Program of the Minnesota State Colleges and Universities | 507-389-2000 From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Turner, Jennifer M Sent: Thursday, May 17, 2012 8:48 AM To: Evergreen Community Reports Email List Cc: Evergreen Discussion Group (open-ils-general@list.georgialibraries.org) Subject: [OPEN-ILS-GENERAL] LAST CHANCE: Reports Task Force Scheduling Poll If you are interested in Evergreen reports, please submit your availability to the doodle poll, http://www.doodle.com/4uh63s86zpz8bssn, by the end of the day TOMORROW, Friday, May 18. Additionally, for the folks that have participated already, I've added an additional Thursday afternoon option, based on feedback received through comments, and adjusted the date of one of the possible first meetings, due to time constraints on my end - please update your availability. Thanks for your flexibility as we work to find a time to accommodate all of our busy schedules! On Wed, May 9, 2012 at 12:03 PM, Turner, Jennifer M jennifer.tur...@mnsu.edumailto:jennifer.tur...@mnsu.edu wrote: The Evergreen Reports Task Force will NOT meet today, as our past schedule would suggest. Instead, all interested parties are invited to fill out a brief Doodle poll to help in planning a recurring meeting time for the group: http://www.doodle.com/4uh63s86zpz8bssn. Newbies are welcome! We meet monthly on IRC (#evergreen). No need to be an expert in Evergreen reports - I'm not! - we love to hear about ideas, tips, tools at all levels. Watch for minutes from the interest group meeting to be posted in the near future - and sign up for our mailing list: http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-reports. I look forward to chatting with you all soon! Jenny Jennifer Turner | PALS, A Program of the Minnesota State Colleges and Universities | 507-389-2000tel:507-389-2000 ___ Evergreen-reports mailing list evergreen-repo...@list.evergreen-ils.orgmailto:evergreen-repo...@list.evergreen-ils.org http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-reports
[OPEN-ILS-GENERAL] Evergreen Reports Interest Group Meeting Notes Posted
Notes from the 2012 Evergreen Conference Reports Interest Group meeting have been posted: http://open-ils.org/dokuwiki/doku.php?id=evergreen-reports:meetings:2012-04-25. If you have any additions or corrections, please let me know - or just go ahead and make the change! Thanks, Jenny Jennifer Turner | PALS, A Program of the Minnesota State Colleges and Universities | 507-389-2000
[OPEN-ILS-GENERAL] Reports Task Force Scheduling Poll
The Evergreen Reports Task Force will NOT meet today, as our past schedule would suggest. Instead, all interested parties are invited to fill out a brief Doodle poll to help in planning a recurring meeting time for the group: http://www.doodle.com/4uh63s86zpz8bssn. Newbies are welcome! We meet monthly on IRC (#evergreen). No need to be an expert in Evergreen reports - I'm not! - we love to hear about ideas, tips, tools at all levels. Watch for minutes from the interest group meeting to be posted in the near future - and sign up for our mailing list: http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-reports. I look forward to chatting with you all soon! Jenny Jennifer Turner | PALS, A Program of the Minnesota State Colleges and Universities | 507-389-2000
Re: [OPEN-ILS-GENERAL] Recording of Update from Evergreen Oversight Board and Update from Developers
+1 -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Rayner, June Sent: Monday, April 30, 2012 4:01 PM To: 'Evergreen Discussion Group' Subject: Re: [OPEN-ILS-GENERAL] Recording of Update from Evergreen Oversight Board and Update from Developers +1 Thanks Dan -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Dan Scott Sent: Monday, April 30, 2012 3:37 PM To: open-ils-general@list.georgialibraries.org Subject: [OPEN-ILS-GENERAL] Recording of Update from Evergreen Oversight Board and Update from Developers Hi folks: Those of you who made it to Saturday's early-morning update sessions may or may not have noticed the small black ball with the glowing red light on one of the front tables near the projector. That was my microphone, set up to capture the audio from the update sessions in the morning. I did make an announcement at the start of the Update from the Evergreen Oversight Board meeting that the sessions were being recorded, but there were many people who filed in after that point in time who might not have been aware that the session was being recorded. And, as the visioning exercise that Lori led went on, it's quite possible that people would have forgotten about the ongoing recording. So - while I would like to make the recordings available so that those who weren't there would be able to catch up, I'm hesitant to release the visioning exercise / discussion section of the Oversight Board meeting because I don't think we have explicit consent from everyone who participated. Therefore, I'm proposing that I upload the two update sessions, sans the intermediate discussion section. Can I get a +1/-1 on that? Thanks, Dan P.S. A takeaway for future conferences might be that we should have a sessions might be recorded with audio and/or video blanket notice posted signage?
Re: [OPEN-ILS-GENERAL] Evergreen Reports Task Force Meeting: Friday, March 30 at 2:30 Eastern on IRC (#evergreen)
Minutes from last Friday's Evergreen Reports meeting have been posted: http://open-ils.org/dokuwiki/doku.php?id=evergreen-reports:meetings:2012-03-30 From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Turner, Jennifer M Sent: Tuesday, March 27, 2012 8:50 AM To: evergreen-repo...@list.evergreen-ils.org; Evergreen Discussion Group (open-ils-general@list.georgialibraries.org) Subject: [OPEN-ILS-GENERAL] Evergreen Reports Task Force Meeting: Friday, March 30 at 2:30 Eastern on IRC (#evergreen) Please join the next Evergreen Reports Task Force meeting this Friday, March 30 at 2:30 Eastern on the #evergreen IRC channel (http://open-ils.org/irc.php). An agenda has been posted: http://open-ils.org/dokuwiki/doku.php?id=evergreen-reports:meetings:2012-03-30-agenda. Anyone interested in Reports in Evergreen is welcome to attend! Jennifer Turner | PALS, A Program of the Minnesota State Colleges and Universities | 507-389-2000
Re: [OPEN-ILS-GENERAL] Evergreen Reports Task Force Meeting: Friday, March 30 at 2:30 Eastern on IRC (#evergreen)
Reminder: Reports Taskforce Meeting this afternoon! Details below. From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Turner, Jennifer M Sent: Tuesday, March 27, 2012 8:50 AM To: evergreen-repo...@list.evergreen-ils.org; Evergreen Discussion Group (open-ils-general@list.georgialibraries.org) Subject: [OPEN-ILS-GENERAL] Evergreen Reports Task Force Meeting: Friday, March 30 at 2:30 Eastern on IRC (#evergreen) Please join the next Evergreen Reports Task Force meeting this Friday, March 30 at 2:30 Eastern on the #evergreen IRC channel (http://open-ils.org/irc.php). An agenda has been posted: http://open-ils.org/dokuwiki/doku.php?id=evergreen-reports:meetings:2012-03-30-agenda. Anyone interested in Reports in Evergreen is welcome to attend! Jennifer Turner | PALS, A Program of the Minnesota State Colleges and Universities | 507-389-2000
[OPEN-ILS-GENERAL] Evergreen Reports Task Force Meeting: Friday, March 30 at 2:30 Eastern on IRC (#evergreen)
Please join the next Evergreen Reports Task Force meeting this Friday, March 30 at 2:30 Eastern on the #evergreen IRC channel (http://open-ils.org/irc.php). An agenda has been posted: http://open-ils.org/dokuwiki/doku.php?id=evergreen-reports:meetings:2012-03-30-agenda. Anyone interested in Reports in Evergreen is welcome to attend! Jennifer Turner | PALS, A Program of the Minnesota State Colleges and Universities | 507-389-2000
[OPEN-ILS-GENERAL] FW: [Evergreen-reports] February/March Evergreen Reports Taskforce Meeting
Please excuse cross-postings... Subject: Re: [Evergreen-reports] February Evergreen Reports Taskforce Meeting: PLEASE RESPOND!!! Reminder! The Reports Taskforce will meet this afternoon at 4:00 Eastern on IRC. We'll work off of this agenda: http://open-ils.org/dokuwiki/doku.php?id=evergreen-reports:meetings:2012-2-08-agenda
[OPEN-ILS-GENERAL] Evergreen Reports Taskforce Meeting: TOMORROW, February 8 at 2:30 Eastern on IRC
Please join our next Taskforce meeting on Wednesday, February 8 at 2:30 Eastern on the #evergreen IRC channel (http://evergreen-ils.org/irc.php). Anyone interested in reports in Evergreen is welcome to attend. The agenda has been posted: http://open-ils.org/dokuwiki/doku.php?id=evergreen-reports:meetings:2012-2-08-agenda. Feel free to add or edit agenda topics. Jenny Jennifer Turner | PALS, A Program of the Minnesota State Colleges and Universities | 507-389-2000
Re: [OPEN-ILS-GENERAL] Evergreen Reports Task Force January Meeting
REMINDER (and cross posting): The Evergreen Reports Task Force will meet TODAY, Tuesday, January 17, at 3:30 Eastern on IRC (#evergreen): http://open-ils.org/irc.php We will follow the agenda for December's canceled meeting: http://open-ils.org/dokuwiki/doku.php?id=evergreen-reports:meetings:2011-12-14-agenda. Talk to you soon, Jenny Jennifer Turner | PALS, A Program of the Minnesota State Colleges and Universities | 507-389-2000 From: evergreen-reports-boun...@list.evergreen-ils.org [mailto:evergreen-reports-boun...@list.evergreen-ils.org] On Behalf Of Turner, Jennifer M Sent: Wednesday, January 11, 2012 11:34 AM To: evergreen-repo...@list.evergreen-ils.org Subject: Re: [Evergreen-reports] Evergreen Reports Task Force January Meeting In my haste to get the change of date/time posted, I keyed in the wrong date! Please mark your calendars for Tuesday, January 17 at 3:30 Eastern! We'll meet on IRC (#evergreen): http://open-ils.org/irc.php From: Turner, Jennifer M Sent: Wednesday, January 11, 2012 11:15 AM To: evergreen-repo...@list.evergreen-ils.org Subject: Evergreen Reports Task Force January Meeting The January meeting of the Evergreen Reports Group has been rescheduled from this afternoon to Tuesday, January 13, 2012 at 3:30 Eastern. Thanks to those that responded to our emergency planning poll! Since the December meeting was canceled due to low attendance, we will plan on following the same agenda this month: http://open-ils.org/dokuwiki/doku.php?id=evergreen-reports:meetings:2011-12-14-agenda. Please add/edit the agenda as needed. Thanks for your understanding on this last minute rescheduling! Jenny Jennifer Turner | PALS, A Program of the Minnesota State Colleges and Universities | 507-389-2000
Re: [OPEN-ILS-GENERAL] Copy status for reference books?
Hi Linda, Our libraries had this problem, too. To work around it, they created separate volumes for reference copies. This allows the call number and location to display separately from the items in the general collection. The following is an example on our development system: http://ecrldev.mnpals.net/opac/en-US/skin/default/xml/rdetail.xml?r=146847t=free%20moneytp=titled=0hc=10rt=title I hope this helps! Jennifer Turner | PALS, A Program of the Minnesota State Colleges and Universities | 507-389-2000 From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Linda Jansova Sent: Tuesday, January 17, 2012 1:06 AM To: open-ils-general@list.georgialibraries.org Subject: Re: [OPEN-ILS-GENERAL] Copy status for reference books? Mike, I forgot to mention that Jabok Library actually uses the reference flag but the problem is that the user only sees what is displayed in the OPAC and it seems that it is impossible for the user to distinguish between a copy which is a reference copy and a copy which is not. An example could be this book: http://www.jabok.cuni.cz/opac/en-US/skin/default/xml/rdetail.xml?r=11941t=soci%C3%A1ln%C3%AD%20v%20praxi%20matou%C5%A1ektp=keywordd=0hc=1rt=keyword and a copy with a barcode 424480018601 listed in copy location Odborná knihovna. The user sees that it is available. However, he or she does not see whether it is a reference copy or not... Linda Dne 16.1.2012 20:34, Mike Rylander napsal(a): 2012/1/16 Linda Jansova skolk...@chello.czmailto:skolk...@chello.cz: Hi, We have come across a probably more or less country-specific issue: In Jabok Library, reference books (i.e., books which cannot be checked out and can only be read in the library) don't share the same copy location (as often, though probably not always, do reference books in US libraries). Rather, the books in Jabok Library are dispersed throughout the library. A typical example would five copies of the book - four of them could be checked out and one of them could not be. All five copies would be physically located on the very same shelf - distinguished by a spine label so that the user immediately sees whether he or she is able to check out the particular copy. When it comes to Evergreen (we are currently using version 2.0.9), would you recommend creating a new copy status (in Server Administration - Copy statuses) entitled (in English) say Reference which would be visible in the OPAC and one could not place holds on it? What we need is to make it more visible for the user to see whether a particular copy is a usual copy which could be checked out whether it is a reference book... In case we use the copy status as indicated, we (and the users of course) can conveniently see the status below the record of the title... Or perhaps an entirely different solution would be better in this case? There's a Reference flag that can be set on a per-copy basis, and can be used to disallow holds and circulations. HTH,
Re: [OPEN-ILS-GENERAL] Evergreen Reports Taskforce Meeting: December 14, 2011
Just a quick reminder of the Reports Taskforce meeting today at 2:30 Eastern on IRC. Details below. From: Turner, Jennifer M Sent: Friday, December 09, 2011 10:52 AM To: evergreen-repo...@list.evergreen-ils.org; Evergreen Discussion Group (open-ils-general@list.georgialibraries.org) Subject: Evergreen Reports Taskforce Meeting: December 14, 2011 Please join our next Taskforce meeting on Wednesday, December 14 at 2:30 Eastern on the #Evergreen IRC channel (http://evergreen-ils.org/irc.php). Anyone interested in reports in Evergreen is welcome to attend. The agenda has been posted: http://open-ils.org/dokuwiki/doku.php?id=evergreen-reports:meetings:2011-12-14-agenda. Feel free to add or edit agenda topics. Jenny Jennifer Turner | PALS, A Program of the Minnesota State Colleges and Universities | 507-389-2000
[OPEN-ILS-GENERAL] Minutes from the November Reports Taskforce Meeting
The minutes from the November meeting of the Evergreen Reports Taskforce have been posted: http://open-ils.org/dokuwiki/doku.php?id=evergreen-reports:meetings:2011-11-09. Please join us for our next meeting on Dec. 14 at 2:30 Eastern on IRC! Jennifer Turner | PALS, A Program of the Minnesota State Colleges and Universities | 507-389-2000
[OPEN-ILS-GENERAL] Evergreen Reports TaskForce Meeting - Wednesday, Nov. 9; 2:30 Eastern
Please join our next Taskforce meeting TOMORROW Wednesday, November 9 at 2:30 Eastern on IRC. The agenda has been posted: http://open-ils.org/dokuwiki/doku.php?id=evergreen-reports:meetings:2011-11-09-agenda. Feel free to add or edit agenda topics. Jenny Jennifer Turner | PALS, A Program of the Minnesota State Colleges and Universities | 507-389-2000
[OPEN-ILS-GENERAL] Reports Meeting scheduled for Wed, October 12 at 2:30 ET on IRC
Hello Evergreen Reports Group, Our next meeting is scheduled for this Wednesday, October 12 at 2:30 ET via IRC (http://evergreen-ils.org/irc.php). As in TOMORROW - apologies for the late notice; it's been a hectic fall! A draft agenda has been posted: http://open-ils.org/dokuwiki/doku.php?id=evergreen-reports:meetings:2011-10-12-agenda. As always, feel free to add to it! Minutes from the last meeting are accessible here: http://open-ils.org/dokuwiki/doku.php?id=evergreen-reports:meetings:2011-08-10 I will be unable to attend this meeting, due to a conference. Jennifer Bielewski will convene this month's meeting. See you in November! Jenny Jennifer Turner | PALS, A Program of the Minnesota State Colleges and Universities | 507-389-2000
Re: [OPEN-ILS-GENERAL] Location/Collection
Hi Cynthia, Additional locations may be added from the Admin menu. Admin Local Administration Copy Locations Editor. Hope this helps! Jenny Jennifer Turner | PALS, A Program of the Minnesota State Colleges and Universities | 507-389-2000 From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Snell, Cindy Sent: Thursday, October 06, 2011 10:40 AM To: open-ils-general@list.georgialibraries.org Subject: [OPEN-ILS-GENERAL] Location/Collection Under the location/collection area of the item template the only choices I have is CONS: Stacks. Where do I go to add other locations and collections? Thank you in advance for any assistance you can provide. Cynthia Snell - Emerging Technologies Librarian Columbia College 1301 Columbia College Dr. J Drake Edens Library Columbia, SC 29203 Phone: 803-786-3595
Re: [OPEN-ILS-GENERAL] Evergreen libraries and the RFID vendors
Lori and all, The Evergreen Community has a listing of Evergreen-compatible products: http://evergreen-ils.org/dokuwiki/doku.php?id=faqs:evergreen_compatible_products_results_survey. Would it make sense to alter this page and/or the survey (http://www.surveymonkey.com/s/8Z8Y69J) to allow a space for RFID products? Bibliotheca's RFID product is listed under security products, but it might be nice to call out RFID specifically. Does this make sense to anyone else? Thanks for compiling the list, Lori! Jenny Jennifer Turner | PALS, A Program of the Minnesota State Colleges and Universities | 507-389-2000 From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Lori Bowen Ayre Sent: Friday, August 12, 2011 3:25 PM To: Jesse Ephraim Cc: rfid_lib; Evergreen Discussion Group Subject: [OPEN-ILS-GENERAL] Evergreen libraries and the RFID vendors The complete list of Evergreen libraries (as of today) using RFID includes products from the following vendors: 3M Bibliotheca-ITG Envisionware Sentry RFID TechLogic I will update this thread if I hear from more libraries or vendors. Lori =-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-==-=-=-=-=-=-=-=-= Lori Bowen Ayre // Library Technology Consultant / The Galecia Group Oversight Board Communications Committee / Evergreen (707) 763-6869 // lori.a...@galecia.commailto:lori.a...@galecia.com Specializing in open source ILS solutions, RFID, filtering, workflow optimization, and materials handling =-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=
Re: [OPEN-ILS-GENERAL] July Evergreen Reports Meeting
Reminder: Evergreen Reports Meeting this afternoon (7/13) at 2:30 Eastern on the IRC! -Original Message- From: Turner, Jennifer M Sent: Monday, July 11, 2011 9:18 AM To: evergreen-repo...@list.evergreen-ils.org; Evergreen Discussion Group (open-ils-general@list.georgialibraries.org) Subject: July Evergreen Reports Meeting Hello Evergreen Reporters, Last week, the Evergreen Reports group conducted a poll to determine the format of our upcoming meeting. The majority of poll participants selected the #evergreen IRC format. The next Reports meeting will be held via IRC (http://evergreen-ils.org/irc.php) on Wednesday, July 13 at 2:30pm Eastern. A tentative agenda has been posted: http://open-ils.org/dokuwiki/doku.php?id=evergreen-reports:meetings:2011-07-13-agenda. All who are interested in reports in Evergreen are invited to participate. I look forward to chatting with you soon! Jennifer Turner | PALS, A Program of the Minnesota State Colleges and Universities | 507-389-2000
[OPEN-ILS-GENERAL] July Evergreen Reports Meeting
Hello Evergreen Reporters, Last week, the Evergreen Reports group conducted a poll to determine the format of our upcoming meeting. The majority of poll participants selected the #evergreen IRC format. The next Reports meeting will be held via IRC (http://evergreen-ils.org/irc.php) on Wednesday, July 13 at 2:30pm Eastern. A tentative agenda has been posted: http://open-ils.org/dokuwiki/doku.php?id=evergreen-reports:meetings:2011-07-13-agenda. All who are interested in reports in Evergreen are invited to participate. I look forward to chatting with you soon! Jennifer Turner | PALS, A Program of the Minnesota State Colleges and Universities | 507-389-2000
[OPEN-ILS-GENERAL] Evergreen Reports Group Meeting: Wednesday, June 8, 2:30pm Eastern
The Evergreen Reports Group will meet this Wednesday, June 8 at 2:30 Eastern via the #Evergreen IRC channel (http://evergreen-ils.org/irc.php). Anyone interested in reports is welcome to attend. An agenda has been posted: http://open-ils.org/dokuwiki/doku.php?id=evergreen-reports:meetings:2011-06-08-agenda. If you have something to add/edit, please do so! Jennifer Turner | PALS, A Program of the Minnesota State Colleges and Universities | 507-389-2000
[OPEN-ILS-GENERAL] Hold Policy Configuration
Hello all, We have been trying to add complexity to our hold policy configuration for a couple of weeks now without luck. What we would like to see is the following: Most patron groups are limited to placing a maximum of 15 holds. Staff are unable to place unlimited holds FOR patrons. Some patron groups are exempt from the 15-hold policy (either unlimited or a higher limit). Staff would still be able to place unlimited holds for these groups. We had the 15-hold maximum working for the necessary patron groups in 1.6, though we are now on 2.0.6. How do we add in the staff exceptions? There is a requestor and a user - for the staff exceptions, which one should be set as staff and which one should be set as the patron group? I have tried both and can't seem to create the rule and exception - I either get 100% unlimited holds (patron-placed and staff-placed) or get the 15 hold limit for both staff- and patron-placed holds. Does anyone have similar hold policies working correctly? How do you have them set? Thanks! Jenny Jennifer Turner | PALS, A Program of the Minnesota State Colleges and Universities | 507-389-2000
[OPEN-ILS-GENERAL] Evergreen Reports Meeting - 5/11/11
Please plan on joining the Evergreen Reports Group conference call/web meeting this Wednesday, May 11 at 2:30pm Eastern! Tentative agenda: 1. Introductions 2. Conference recap 3. Next steps 4. Other news Meeting Name: Evergreen Reports Group - May 11, 2011 When: 05/11/2011; 2:30pm Eastern/1:30pm Central To join the conference call: 507-389-1014 To join the web meeting*: https://umconnect.umn.edu/egreports05/ Did you know?? You can add yourself to our Google Group: http://groups.google.com/group/open-ils-reports! First posts are moderated (due to evil spambots), but otherwise anyone can join and anyone can post. Talk to you soon! Jenny *If you have never attended a Connect Pro meeting before: Test your connection: https://umconnect.umn.edu/common/help/en/support/meeting_test.htm Get a quick overview: http://www.adobe.com/go/connectpro_overview Adobe, the Adobe logo, Acrobat and Acrobat Connect are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and/or other countries. Jennifer Turner | PALS, A Program of the Minnesota State Colleges and Universities | 507-389-2000
[OPEN-ILS-GENERAL] Reports Task Force/Interest Group Information
Thanks to everyone who attended our Reports meeting this morning at the Evergreen Conference. A special thanks to Jennifer Bielweski from Lyrasis for volunteering to co-convene the Reports group with me! It was awesome to have such a strong and enthusiastic turnout. Notes will be posted soon. In the meantime, here are links to the Google Group and Evergreen wiki page referenced at today's gathering. Google Group: http://groups.google.com/group/open-ils-reports Wiki: http://open-ils.org/dokuwiki/doku.php?id=evergreen-reports:taskforce Happy Reporting! Jenny Jennifer Turner | PALS, A Program of the Minnesota State Colleges and Universities | 507-389-2000
[OPEN-ILS-GENERAL] Evergreen Conference Reports Task Force Meeting
Greetings to everyone interested in Evergreen's reporting capabilities! The Evergreen Reports Task Force will meet at the 2011 International Evergreen Conference in Decatur, GA from 10:00-noon on Wednesday, April 27. We've been brainstorming agenda items for this F2F meeting...here is what we've come up with thus far: * Volunteer(s) for facilitator(s): a great opportunity increase involvement in the EG community * Ideas for needed reports (common to most libraries) * Sharing reports/report templates in the Evergreen Community * Reports Q A: this may be more Q than A, but we can generate a list of questions we would like answered by developers or other knowledgeable folks Please post additional ideas for discussion to the list for inclusion in the final agenda. Check out the Reports Task Force Google Group for an idea of what we've been up to since our formation at the 2010 Evergreen Conference: http://groups.google.com/group/open-ils-reports The full conference schedule - and more - can be found on the conference website: http://pines.georgialibraries.org/evergreen2011/http://www.google.com/url?sa=Dq=http://pines.georgialibraries.org/evergreen2011/. See you then! Jennifer Turner | PALS, A Program of the Minnesota State Colleges and Universities | 507-389-2000
Re: [OPEN-ILS-GENERAL] Acquisitions Selection List
I am also seeing this in 2.0.4. Jennifer Turner | PALS, A Program of the Minnesota State Colleges and Universities | 507-389-2000 From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Tim Spindler Sent: Wednesday, March 30, 2011 1:16 PM To: Evergreen Discussion Group Subject: [OPEN-ILS-GENERAL] Acquisitions Selection List I was just wondering if this is the way the system is supposed to behave. When I create a selection list and give it a name like dogs of New England, a selection list is created with that name and the attached items I found with a z39.50 search or from the catalog. However, it also saves a list named Unnamed and doesn't seem to clean it up (I'm assuming this was some kind of placeholder for the database.) We are running 2.0.3. -- __ Tim Spindler tjspind...@gmail.commailto:tjspind...@gmail.com
Re: [OPEN-ILS-GENERAL] Question about sharing a copy bucket
Hi Vicki, There really isn't a trick to making a bucket shared...all buckets created in Evergreen are assigned a number by the system. To retrieve a shared bucket, you have to know the number it has been assigned. Then (from the documentation: http://docs.evergreen-ils.org/1.6/draft/html/buckets.html): 1. Access the copy or record bucket management screen. 2. In drop down menu beside Choose a bucket... select Retrieve shared bucket. 3. Enter the desired bucket number and click OK. 4. The requested bucket now displays. Best of luck! -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Vicki Reeves Sent: Monday, March 21, 2011 10:50 AM To: Evergreen Discussion Group Subject: [OPEN-ILS-GENERAL] Question about sharing a copy bucket I could swear I saw instructions for making an existing copy bucket into a shared bucket in EG 1.6.0.8 but now that we have staff members who need to do this, I can't find them. Can anyone tell me how or point me in the right direction for the instruction? Thank you.
Re: [OPEN-ILS-GENERAL] Question about a permission setting
Hi Vicki, What level are the other user's permissions set at? If they are set at the branch level, I'm wondering if that might be preventing them from changing the location to another branch?? We have cataloger's permissions set at the system level and I am able to change the copy location when logged in as one of them. That's my best guess/hunch for now. Jenny == Jennifer Turner PALS, A Program of the Minnesota State Colleges and Universities Minnesota State University, Mankato ML 3022 Mankato, MN 56001 507-389-2000 * Through Our Work, Knowledge Grows * -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Vicki Reeves Sent: Wednesday, March 09, 2011 6:52 PM To: Dan Wells Cc: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Question about a permission setting The users have working location check marks in each of our branches. This is our setup: LSW BPL List of branches (DER, EBG, FLD, MRV, RGL, SGR) I was trying to move items from DER to MRV by a user who had check marks in both DER and MRV All hunches are welcome. Thank you. On Wed, 2011-03-09 at 18:03 -0500, Dan Wells wrote: Hello Vicki, Not much more than a hunch, but have you set the 'Working Location' for these users? You can do so using the 'Other-User Permission Editor' when viewing the user account in the patron view. Can the users edit the other fields? Dan On 3/9/2011 at 5:22 PM, Vicki Reeves vic...@beau.org wrote: We need to change the Circulation Library on batches of items. When I login as admin I can do this using 'Edit item attributes'. In any other user I can see the 'Edit item attributes' screen but I can't change the Circulation Library - the dropdown bar that allows the change does not activate as it does in admin. I promise I've read every line of the permission list at least 2X. Users have permission to UPDATE_COPY, UPDATE_COPY_LOCATION, TRANSIT_COPY, UPDATE_COPY_STATUS, UPDATE_BATCH_COPY, UPDATE_MARC, and UPDATE_VOLUMES. Can anyone suggest other permissions (or anything else) to try? Thank you
Re: [OPEN-ILS-GENERAL] Question about circulation limits
Hi Vicki, I think this is the section of the documentation that will help you: http://docs.evergreen-ils.org/1.6/draft/html/lsa-group-penalty.html (Group Penalty Thresholds). Set PATRON_EXCEEDS_CHECKOUT_COUNT to 3 for the 'limited' group. Hope this helps! Jenny -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Vicki Reeves Sent: Wednesday, March 09, 2011 12:57 PM To: Evergreen Discussion Group Subject: [OPEN-ILS-GENERAL] Question about circulation limits Most of our patrons are in a 'regular' group which is permitted to check out 20 items. We need to set up a group for new users patrons who are paying off a large fine allowing them to check out only 3 items at a time. I was told that we would need to setup a profile for the limited group. We have set up the 'limited' group and can add patrons to it. However, we don't understand how/where to set the limit. I t's fine to refer me to a documentation site. The info I need is probably on one but I can't find it. We're a single planting wannabee trying to come up on 1.6.0.8 if that makes a difference. Thank you -- Vicki Reeves vic...@beau.org Beauregard Parish Library
Re: [OPEN-ILS-GENERAL] Acquisitions and Serials Documentation Drafts Now Available
I'll second wiki-formatting, if feasible, as it would make commenting easier. Also Chris Sharp sent the info about this documentation out on the DIG list, but that does seem like an appropriate place to have this discussion. As a side note: for whatever reason, I've been unable to access the PDFs through Firefox...IE seems to work. Just thought I'd mention it, in case others are having issues. Jenny (PALS) From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Lori Bowen Ayre Sent: Friday, March 04, 2011 9:29 AM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Acquisitions and Serials Documentation Drafts Now Available Mary, I'm happy to share them (on KCLS' behalf). Question: Would it be useful for me to post these on the wiki with the official draft of Acq documentation? I'm wondering if it would be useful to have a place to post info about procedures or potential workflows with the official documentation. I see these two types of documents very differently but both are equally important. And, is there a protocol in place for providing feedback on the draft documentation that is posted? Seems like publicly sharing our comments would be useful. I'm wondering if the documentation could be provided on a wiki and in wiki format instead of PDF? I'm thinking of the way Dan Scott put up the proposed rules of governance recently so we could all provide feedback. That would make all feedback visible and easier to keep track of for whomever gets to consolidate that feedback. Should we be having this discussion on the Documentation list too? Lori (speaking largely in her role as a Communications Committee member!) On Fri, Mar 4, 2011 at 7:07 AM, Mary Llewellyn mllew...@biblio.orgmailto:mllew...@biblio.org wrote: Yes, please At 10:02 AM 3/4/2011, Lori Bowen Ayre wrote: Hi All, I just got my hands on a copy of what is more like a procedures guides than documentation for ordering, receiving and invoicing. It is from KCLS. I don't want to introduce any confusion finalizing the documentation PINES/ESI has put together. But if anyone would like a copy of of the workflow KCLS is using, let me know. Lori On Thu, Mar 3, 2011 at 5:53 PM, McKinney, Elizabeth emckin...@georgialibraries.orgmailto:emckin...@georgialibraries.org wrote: Draft documentation for acquisitions and serials is now available at http://evergreen-ils.org/dokuwiki/doku.php?id=start See the links to the three PDF files in the Documentation section. Please note that these are drafts created by Equinox on behalf of the Georgia Public Library Service. We will have a 30 day review period before these documents are finalized and become resources of the Evergreen community. Please don't hesitate to give us your feedback. Elizabeth Elizabeth McKinney PINES Program Director Georgia Public Library Service A Unit of the University System of Georgia 1800 Century Place, Suite 150 Atlanta GA 30345 404.235.7141 emckin...@georgialibraries.orgmailto:emckin...@georgialibraries.org http://www.georgialibraries.org/ -- =-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-==-=-=-=-=-=-=-=-= Lori Bowen Ayre // Library Technology Consultant The Galecia Group // www.galecia.comhttp://www.galecia.com/ (707) 763-6869 // lori.a...@galecia.commailto:lori.a...@galecia.com Specializing in open source ILS solutions, RFID, filtering, workflow optimization, and materials handling =-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-= Mary Llewellyn Mary Llewellyn Database Manager Bibliomation, Inc. Middlebury, CT mllew...@biblio.orgmailto:mllew...@biblio.org -- =-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-==-=-=-=-=-=-=-=-= Lori Bowen Ayre // Library Technology Consultant The Galecia Group // www.galecia.comhttp://www.galecia.com/ (707) 763-6869 // lori.a...@galecia.commailto:lori.a...@galecia.com Specializing in open source ILS solutions, RFID, filtering, workflow optimization, and materials handling =-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=
Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DOCUMENTATION] Acquisitions and Serials Documentation Drafts Now Available
I like Robert's ideas: DocBook and DIG for feedback. Should have thought of that earlier. :) Jenny (PALS) -Original Message- From: open-ils-documentation-boun...@list.georgialibraries.org [mailto:open-ils-documentation-boun...@list.georgialibraries.org] On Behalf Of Soulliere, Robert Sent: Friday, March 04, 2011 10:12 AM To: Evergreen Discussion Group; open-ils-documentat...@list.georgialibraries.org Subject: Re: [OPEN-ILS-DOCUMENTATION] [OPEN-ILS-GENERAL] Acquisitions and Serials Documentation Drafts Now Available I think having the discussion on the Documentation list is important as well. The hope is that the Acquisitions. documentation would be included as part of the official documentation for 2.0: http://docs.evergreen-ils.org/2.0/draft/html/ I think it would be best to get the documentation into DocBook XML format which could then be processed in both HTML and PDF as part of the official documentation. Would the DIG list be a good place to have the discussion and provide feedback on documentation? Robert Robert Soulliere, BA (Hons), MLIS Systems Librarian Mohawk College Library robert.soulli...@mohawkcollege.ca Telephone: 905 575 1212 x3936 Fax: 905 575 2011 From: open-ils-general-boun...@list.georgialibraries.org [open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Lori Bowen Ayre [lori.a...@galecia.com] Sent: March 4, 2011 10:29 AM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Acquisitions and Serials Documentation Drafts Now Available Mary, I'm happy to share them (on KCLS' behalf). Question: Would it be useful for me to post these on the wiki with the official draft of Acq documentation? I'm wondering if it would be useful to have a place to post info about procedures or potential workflows with the official documentation. I see these two types of documents very differently but both are equally important. And, is there a protocol in place for providing feedback on the draft documentation that is posted? Seems like publicly sharing our comments would be useful. I'm wondering if the documentation could be provided on a wiki and in wiki format instead of PDF? I'm thinking of the way Dan Scott put up the proposed rules of governance recently so we could all provide feedback. That would make all feedback visible and easier to keep track of for whomever gets to consolidate that feedback. Should we be having this discussion on the Documentation list too? Lori (speaking largely in her role as a Communications Committee member!) On Fri, Mar 4, 2011 at 7:07 AM, Mary Llewellyn mllew...@biblio.orgmailto:mllew...@biblio.org wrote: Yes, please At 10:02 AM 3/4/2011, Lori Bowen Ayre wrote: Hi All, I just got my hands on a copy of what is more like a procedures guides than documentation for ordering, receiving and invoicing. It is from KCLS. I don't want to introduce any confusion finalizing the documentation PINES/ESI has put together. But if anyone would like a copy of of the workflow KCLS is using, let me know. Lori On Thu, Mar 3, 2011 at 5:53 PM, McKinney, Elizabeth emckin...@georgialibraries.orgmailto:emckin...@georgialibraries.org wrote: Draft documentation for acquisitions and serials is now available at http://evergreen-ils.org/dokuwiki/doku.php?id=start See the links to the three PDF files in the Documentation section. Please note that these are drafts created by Equinox on behalf of the Georgia Public Library Service. We will have a 30 day review period before these documents are finalized and become resources of the Evergreen community. Please don't hesitate to give us your feedback. Elizabeth Elizabeth McKinney PINES Program Director Georgia Public Library Service A Unit of the University System of Georgia 1800 Century Place, Suite 150 Atlanta GA 30345 404.235.7141 emckin...@georgialibraries.orgmailto:emckin...@georgialibraries.org http://www.georgialibraries.org/ -- =-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-==-=-=-=-=-=-=-=-= Lori Bowen Ayre // Library Technology Consultant The Galecia Group // www.galecia.comhttp://www.galecia.com/ (707) 763-6869 // lori.a...@galecia.commailto:lori.a...@galecia.com Specializing in open source ILS solutions, RFID, filtering, workflow optimization, and materials handling =-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-= Mary Llewellyn Mary Llewellyn Database Manager Bibliomation, Inc. Middlebury, CT mllew...@biblio.orgmailto:mllew...@biblio.org -- =-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-==-=-=-=-=-=-=-=-= Lori Bowen Ayre // Library Technology Consultant The Galecia Group // www.galecia.comhttp://www.galecia.com/ (707) 763-6869 // lori.a...@galecia.commailto:lori.a...@galecia.com mailto:lori.a...@galecia.comSpecializing in open source ILS solutions, RFID, filtering, workflow optimization, and materials handling =-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-= This E-mail contains
Re: [OPEN-ILS-GENERAL] Triggering holds
George, Could you elaborate on your response? We have found that holds do not trigger when fine thresholds are met (v. 1.6.0.6). Users are also blocked from placing new holds. Is there a way to allow existing holds to trigger while blocking the placement of new holds? Thanks! Jenny == Jennifer Turner PALS, A Program of the Minnesota State Colleges and Universities From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of George Tuttle Sent: Tuesday, December 14, 2010 9:57 AM To: 'Evergreen Discussion Group' Subject: Re: [OPEN-ILS-GENERAL] Triggering holds On the triggering or the placing? When you place the restriction on the triggering of holds, you will get unexpected consequences. That doesn't mean you can't. Evergreen is based on the premise that the customer knows what is best and has weighed the pros and cons. George the Librarian Piedmont Regional Library System, Winder, GA From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Deanna Frazee Sent: Monday, December 13, 2010 5:24 PM To: Evergreen Discussion Group Subject: [OPEN-ILS-GENERAL] Triggering holds If a patron has overdue fees, will their hold still trigger? Thanks! Deanna Frazee Killeen City Library System 205 E. Church Ave. Killeen, TX 76541 254-501-8995 dfra...@ci.killeen.tx.usmailto:dfra...@ci.killeen.tx.us
[OPEN-ILS-GENERAL] EG Reports Task Force Meeting - Nov. 17, 2010
**Please excuse cross postings** It's time for the next EG Reports Task Force meeting - join us! Date: 17-Nov-2010 Time: 1:30 Central/2:30 Eastern Connection information is below. If you have any agenda items, please pass them along. To connect: Conference Number(s): 1-507-389-1014 To join the meeting: https://umconnect.umn.edu/egreports101117/ If you have never attended a Connect Pro meeting before: Test your connection: https://umconnect.umn.edu/common/help/en/support/meeting_test.htm Get a quick overview: http://www.adobe.com/go/connectpro_overview Adobe, the Adobe logo, Acrobat and Acrobat Connect are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and/or other countries. == Jennifer Turner PALS, A Program of the Minnesota State Colleges and Universities Minnesota State University, Mankato ML 3022 Mankato, MN 56001 507-389-2000 * Through Our Work, Knowledge Grows *
Re: [OPEN-ILS-GENERAL] Evergreen community calendar
Hi Amy and all, I'm working on setting up an Evergreen reports taskforce calendar right now. Thanks for starting us off, Dan - and Jason and Karen! Jenny -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Amy Terlaga Sent: Friday, November 12, 2010 9:05 AM To: open-ils-general@list.georgialibraries.org Subject: Re: [OPEN-ILS-GENERAL] Evergreen community calendar What a great idea, Dan! I will see what I can add - reports task force meetings, etc. Thanks to Jason Etheridge (and to Karen Schneider for being ahead of her time)! Amy Date: Fri, 12 Nov 2010 03:40:52 -0500 From: Dan Scott d...@coffeecode.net Subject: [OPEN-ILS-GENERAL] Evergreen community calendar To: open-ils-general@list.georgialibraries.org Message-ID: 20101112084052.ga13...@dbs.denials Content-Type: text/plain; charset=us-ascii This came up relatively quickly last night on IRC, so thanks to Jason Etheridge for in turn setting up http://evergreen-ils.org/calendar - we now have a community calendar that anyone can add their group or committee's events to; all that is required is a Google account and the ability to edit the wiki page. I've written up brief instructions how to add a calendar and add an event to a given calendar here: http://evergreen-ils.org/dokuwiki/doku.php?id=calendar:editing_the_community _calendar Jason seeded things with the Evergreen ILS Community Calendar, used for the Community IRC meetings, and I've added calendars for the Evergreen ILS Governance Committee and Evergreen ILS Developers. You can see the initial results of that at http://evergreen-ils.org/calendar - I was starting to worry about missing meetings, but now that I have added the pertinent calendars to my own calendar, I'm not worried any more :) I think it would be great to add calendars for the DIG, WIG, Communications Committee, Reports task force, etc. (It turns out that Karen Schneider had set up a similar community calendar year(s) ago but apparently almost nobody knew about it and it didn't get much use: that's Karen, always ahead of her time!) Oh, and a quick plan for making this calendar visible is to create a high-level Community page that would link in turn to the blog, planet, IRC, mailing lists, and now the calendar. And then I'll remove those links from our standard header and replace it with a Community link to the community page, with a whiz-bang drop-down menu for those who have JavaScript enabled. === Amy Terlaga Assistant Director, User Services Bibliomation 32 Crest Road Middlebury, CT 06762 (203)577-4070 x101 http://www.biblio.org Bibliomation's Open Source blog: http://biblio-os.blogspot.com/ Join us on Facebook: http://www.facebook.com/group.php?gid=171935276419
[OPEN-ILS-GENERAL] Evergreen Reports Task Force Meeting 2010-10-20
Notes from yesterday's Reports Task Force meeting have been posted: http://open-ils.org/dokuwiki/doku.php?id=evergreen-reports:meeting_20101020-notes. To join or read what the group has been up to visit http://groups.google.com/group/open-ils-reports. Don't be shy - we'd love to have you join us! == Jennifer Turner PALS, A Program of the Minnesota State Colleges and Universities Minnesota State University, Mankato ML 3022 Mankato, MN 56001 507-389-2000 * Through Our Work, Knowledge Grows *
Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] Problems with login
Dimitri, In addition to Anoop's suggestion, also make sure that your new users have Working Locations associated with their accounts, as per Jason Etheridge's recent message to the general list: One missing piece to this is that most of the permissions that staff would have require that Working Locations be associated with the user to be effective. You do this through User Perm Editor (either from within the patron display or from the Admin menu). Hope this helps! == Jennifer Turner PALS, A Program of the Minnesota State Colleges and Universities Minnesota State University, Mankato ML 3022 Mankato, MN 56001 507-389-2000 * Through Our Work, Knowledge Grows * -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Anoop Atre Sent: Friday, September 03, 2010 9:59 AM To: Evergreen Development Discussion List Cc: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] Problems with login Dimitri It seems to me that the GIPA account does not have proper permissions setup. In particular VIEW_ORG_SETTINGS which is required. I assume you created and registered the user/workstation as an administrator or an account with those privileges. Since this is not really a development/system issue question I am CCing the general list and we should follow up on that thread. Cheers Dimitri Gogelia wrote: Hello Everyone, I am a novice system administrator to Evergreen and I have a problem with the following plan: When I register a new user and it tries to log in Evergreen, a window appears, as in the screenshot and the user can not enter. What should I do? How to fix the problem? Apologize in advance if I explained to bad. Please help! with best regards, Dimitri Gogelia CTO -- -- -- - - - - - - - - - - - - - - - - - - - - - - - - - Anoop Atre IS Developer Integrator, MnPALS PH: 507.389.5060 OF: 3022 Memorial Library (Office-ML 3022) -- Freiheit ist immer Freiheit der Andersdenkenden ~ Rosa Luxemburg Mit der Dummheit kämpfen Götter selbst vergebens ~ Johann Christoph Friedrich von Schiller
[OPEN-ILS-GENERAL] Evergreen Reports Taskforce Minutes from August meeting
The minutes from Tuesday's Evergreen Reports Taskforce meeting are posted here: http://www.open-ils.org/dokuwiki/doku.php?id=evergreen-reports:meeting_20100810-notes Enjoy! Jenny == Jennifer Turner PALS, A Program of the Minnesota State Colleges and Universities Minnesota State University, Mankato ML 3022 Mankato, MN 56001 507-389-2000 * Through Our Work, Knowledge Grows *
Re: [OPEN-ILS-GENERAL] Documentation updates
Hello Robert and All, I've updated a number of sections of the Evergreen documentation. I found much of content including screen shots on SITKA's DocBook site. I hope they don't mind. I've tried to make it as generic as possible. I've updated the documentation outline page to reflect the content sources. I've been in contact with the folks at SITKA for the documentation I modified and generic-ified for training our library system and then submitted to the list. The share-and-share-alike licensing permits this, provided they receive attribution for their share of the work. I used the following statement: This documentation in based on that made available through SITKA Evergreen (http://sitka.bclibraries.ca/) and on the documentation available on the Evergreen website (http://evergreen-ils.org). Perhaps someone has a good idea of how a statement like this might be made apparent on the sections that are heavily reliant on one source? Jenny == Jennifer Turner PALS, A Program of the Minnesota State Colleges and Universities Minnesota State University, Mankato ML 3022 Mankato, MN 56001 507-389-2000 * Through Our Work, Knowledge Grows *
[OPEN-ILS-GENERAL] ***SPAM*** FulfILLment?
A colleague asked me to ask the Evergreen Community if anyone knows anything about the status of the FulfILLment project: http://www.fulfillment-ill.org/ Any takers? Thanks, Jenny == Jennifer Turner PALS, A Program of the Minnesota State Colleges and Universities Minnesota State University, Mankato ML 3022 Mankato, MN 56001 507-389-2000 * Through Our Work, Knowledge Grows *
[OPEN-ILS-GENERAL] Cataloging workflows
Hello all, I am working with a regional library system to bring them live on Evergreen (from Sirsi). During our training sessions, the cataloging staff asked me what other libraries' cataloging workflows are like in Evergreen. Currently there is no way to auto-generate 'fake' item records for imported vendor files, as these catalogers are accustomed to doing (to allow holds on on-order items) - at least to my knowledge. Has anyone discovered a semi-smooth workflow for adding on-order titles and allowing these titles to be OPAC visible/holdable? Additionally, does anyone have a good workflow for adding items to batch-loaded records? Our first libraries go live this coming Monday - I think their knowledge of cataloging in Evergreen is firm enough to get them started, but any tips people have for smoothing out the cataloging process would be much appreciated by both me and the library staff! Thanks in advance, Jenny == Jennifer Turner PALS, A Program of the Minnesota State Colleges and Universities Minnesota State University, Mankato ML 3022 Mankato, MN 56001 507-389-2000 * Through Our Work, Knowledge Grows *
