Re: [OPEN-ILS-GENERAL] Preferred Name on Notices
Hi,
I recently set this up for a library.
The following code prints Holds Alias if it exists, if it doesn't, it
prints preferred name(s), and if those don't exist, it prints primary
name(s):
{{patron.alias}}
{{patron.pref_family_name}},
{{patron.family_name}},
{{patron.pref_first_given_name}}
{{patron.first_given_name}}
{{patron.pref_second_given_name}}
{{patron.second_given_name}}
<http://www.cwmars.org>
John Amundson | Library Applications Supervisor | CW MARS
jamund...@cwmars.org | 508-755-3323 x322 <%28508%29%20755-3323>
https://www.cwmars.org
On Tue, Oct 1, 2019 at 10:52 AM Terran McCanna <
tmcca...@georgialibraries.org> wrote:
> I haven't actually tested this, but I *think* something like this should
> work:
>
>
> {{patron.alias}}
>
>
>(your other code to show preferred name or legal name here)
>
>
>
>
> Terran McCanna, PINES Program Manager
> --
>
> Georgia Public Library Service | University System of Georgia
>
> 2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341
>
> (404) 235-7138 | tmcca...@georgialibraries.org
>
> http://help.georgialibraries.org | h...@help.georgialibraries.org
>
> <https://www.facebook.com/georgialibraries>
> <https://www.twitter.com/georgialibs>
>
> Join our email list <http://georgialibraries.org> for stories of Georgia
> libraries making an impact in our communities.
>
>
>
> On Tue, Oct 1, 2019 at 10:32 AM Lindsay Stratton
> wrote:
>
>> Has anybody configured their hold slips to print a hold alias if one is
>> present, or else a preferred name if present, or the primary name if that's
>> the only name present?
>>
>> I have managed preferred or primary, and can get an alias to print in
>> addition to preferred or primary names, but I'm stuck trying to get alias
>> or preferred/primary.
>>
>> Lindsay
>>
>>
>> Lindsay Stratton
>> Library Automation Services Manager
>> Pioneer Library System
>> 2557 State Rte 21
>> Canandaigua, NY 14424
>>
>>
>> ------
>>
>> *From: *"Benjamin Kalish"
>> *To: *"Evergreen Discussion Group" <
>> open-ils-general@list.georgialibraries.org>
>> *Sent: *Saturday, September 21, 2019 10:46:32 AM
>> *Subject: *Re: [OPEN-ILS-GENERAL] Preferred Name on Notices
>>
>> I have found it helpful to add something like {{patronName =
>> (patron.pref_family_name || patron.family_name) + ", " +
>> (patron.pref_first_given_name || patron.first_given_name); "";}} to the top
>> of my print templates. Then I can just use {{patronName}} to get the comma
>> inverted name, taking preferred names into account, wherever I need it in
>> my template.
>>
>> Benjamin Kalish
>> Forbes Library / 413-587-1012 / bkal...@forbeslibrary.org
>>
>> Support Forbes Library:
>>
>>- Consider giving a gift <http://www.forbeslibrary.org/giving> to
>>Forbes Library
>>- Vote for the Friends of Forbes in the Florence Bank Community Grant
>>Program <https://www.florencebank.com/vote>.
>>-
>>- Join the Friends the Forbes today
>><https://forbeslibrary.org/friends/>!
>>
>>
>> Currently reading: *The Indian Clerk* by David Leavitt
>> Just Finished:* The Tombs of Atuan* by Ursula K. Le Guin
>>
>> For information about accessibility at the library, please see:
>> http://forbeslibrary.org/accessibility/
>>
>>
>>
>> On Mon, Sep 9, 2019 at 2:24 PM Terran McCanna <
>> tmcca...@georgialibraries.org> wrote:
>>
>>> This is what we're using in PINES (we moved the name to the top in a
>>> large font):
>>>
>>> >> ng-if="patron.pref_family_name">{{patron.pref_family_name}}>> ng-if="!patron.pref_family_name">{{patron.family_name}},
>>> >> ng-if="patron.pref_first_given_name">{{patron.pref_first_given_name}}>> ng-if="!patron.pref_first_given_name">{{patron.first_given_name}}
>>> >> ng-if="patron.pref_second_given_name">{{patron.pref_second_given_name}}>> ng-if="!patron.pref_second_given_name">{{patron.second_given_name}}
>>>
>>>
>>>
>>>
>>>
>>> Terran McCanna, PINES Program Manager
>>> --
>>>
>>> Georgia Public Library Service | University System of Georgia
>>>
>>> 2872 Woodcock Blvd, Suite 250 l At
Re: [OPEN-ILS-GENERAL] Preferred Name on Notices
I haven't actually tested this, but I *think* something like this should
work:
{{patron.alias}}
(your other code to show preferred name or legal name here)
Terran McCanna, PINES Program Manager
--
Georgia Public Library Service | University System of Georgia
2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341
(404) 235-7138 | tmcca...@georgialibraries.org
http://help.georgialibraries.org | h...@help.georgialibraries.org
<https://www.facebook.com/georgialibraries>
<https://www.twitter.com/georgialibs>
Join our email list <http://georgialibraries.org> for stories of Georgia
libraries making an impact in our communities.
On Tue, Oct 1, 2019 at 10:32 AM Lindsay Stratton
wrote:
> Has anybody configured their hold slips to print a hold alias if one is
> present, or else a preferred name if present, or the primary name if that's
> the only name present?
>
> I have managed preferred or primary, and can get an alias to print in
> addition to preferred or primary names, but I'm stuck trying to get alias
> or preferred/primary.
>
> Lindsay
>
>
> Lindsay Stratton
> Library Automation Services Manager
> Pioneer Library System
> 2557 State Rte 21
> Canandaigua, NY 14424
>
>
> --
>
> *From: *"Benjamin Kalish"
> *To: *"Evergreen Discussion Group" <
> open-ils-general@list.georgialibraries.org>
> *Sent: *Saturday, September 21, 2019 10:46:32 AM
> *Subject: *Re: [OPEN-ILS-GENERAL] Preferred Name on Notices
>
> I have found it helpful to add something like {{patronName =
> (patron.pref_family_name || patron.family_name) + ", " +
> (patron.pref_first_given_name || patron.first_given_name); "";}} to the top
> of my print templates. Then I can just use {{patronName}} to get the comma
> inverted name, taking preferred names into account, wherever I need it in
> my template.
>
> Benjamin Kalish
> Forbes Library / 413-587-1012 / bkal...@forbeslibrary.org
>
> Support Forbes Library:
>
>- Consider giving a gift <http://www.forbeslibrary.org/giving> to
>Forbes Library
>- Vote for the Friends of Forbes in the Florence Bank Community Grant
>Program <https://www.florencebank.com/vote>.
>-
>- Join the Friends the Forbes today
><https://forbeslibrary.org/friends/>!
>
>
> Currently reading: *The Indian Clerk* by David Leavitt
> Just Finished:* The Tombs of Atuan* by Ursula K. Le Guin
>
> For information about accessibility at the library, please see:
> http://forbeslibrary.org/accessibility/
>
>
>
> On Mon, Sep 9, 2019 at 2:24 PM Terran McCanna <
> tmcca...@georgialibraries.org> wrote:
>
>> This is what we're using in PINES (we moved the name to the top in a
>> large font):
>>
>> > ng-if="patron.pref_family_name">{{patron.pref_family_name}}> ng-if="!patron.pref_family_name">{{patron.family_name}},
>> > ng-if="patron.pref_first_given_name">{{patron.pref_first_given_name}}> ng-if="!patron.pref_first_given_name">{{patron.first_given_name}}
>> > ng-if="patron.pref_second_given_name">{{patron.pref_second_given_name}}> ng-if="!patron.pref_second_given_name">{{patron.second_given_name}}
>>
>>
>>
>>
>>
>> Terran McCanna, PINES Program Manager
>> --
>>
>> Georgia Public Library Service | University System of Georgia
>>
>> 2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341
>>
>> (404) 235-7138 | tmcca...@georgialibraries.org
>>
>> http://help.georgialibraries.org | h...@help.georgialibraries.org
>>
>> <https://www.facebook.com/georgialibraries>
>> <https://www.twitter.com/georgialibs>
>>
>> Join our email list <http://georgialibraries.org> for stories of Georgia
>> libraries making an impact in our communities.
>>
>>
>>
>> On Thu, Aug 29, 2019 at 12:58 PM Kean XL wrote:
>>
>>> I think I finally got this. Please correct if I'm wrong...
>>> Here's our full current hold slip template
>>>
>>> -->
>>>
>>>
>>>
>>> {{hold.shelf_expire_time | date:'M/d'}}
>>>
>>> {{patron.family_name}}
>>> {{patron.pref_family_name}}
>>>
>>>
>>>
>>> {{patron.first_given_name}}
>>> {{patron.pref_first_given_name}}
>>>
>>> Notify by
>>> Phone: {{hold.phone_notify}}
>>> >> "hold.phone_notify">Daytime Phone: {{patron.day_phone}}
>&g
Re: [OPEN-ILS-GENERAL] Preferred Name on Notices
Has anybody configured their hold slips to print a hold alias if one is
present, or else a preferred name if present, or the primary name if that's the
only name present?
I have managed preferred or primary, and can get an alias to print in addition
to preferred or primary names, but I'm stuck trying to get alias or
preferred/primary.
Lindsay
Lindsay Stratton
Library Automation Services Manager
Pioneer Library System
2557 State Rte 21
Canandaigua, NY 14424
> From: "Benjamin Kalish"
> To: "Evergreen Discussion Group"
> Sent: Saturday, September 21, 2019 10:46:32 AM
> Subject: Re: [OPEN-ILS-GENERAL] Preferred Name on Notices
> I have found it helpful to add something like {{patronName =
> (patron.pref_family_name || patron.family_name) + ", " +
> (patron.pref_first_given_name || patron.first_given_name); "";}} to the top of
> my print templates. Then I can just use {{patronName}} to get the comma
> inverted name, taking preferred names into account, wherever I need it in my
> template.
> Benjamin Kalish
> Forbes Library / 413-587-1012 / [ mailto:bkal...@forbeslibrary.org |
> bkal...@forbeslibrary.org ]
> Support Forbes Library:
>* Consider [ http://www.forbeslibrary.org/giving | giving a gift ] to
> Forbes
> Library
>* Vote for the Friends of Forbes in the [
> https://www.florencebank.com/vote |
> Florence Bank Community Grant Program ] .
> *
> * [ https://forbeslibrary.org/friends/ | Join the Friends the Forbes
> today ] !
> Currently reading: The Indian Clerk by David Leavitt
> Just Finished: The Tombs of Atuan by Ursula K. Le Guin
> For information about accessibility at the library, please see: [
> http://forbeslibrary.org/accessibility/ |
> http://forbeslibrary.org/accessibility/ ]
> On Mon, Sep 9, 2019 at 2:24 PM Terran McCanna < [
> mailto:tmcca...@georgialibraries.org | tmcca...@georgialibraries.org ] >
> wrote:
>> This is what we're using in PINES (we moved the name to the top in a large
>> font):
>> > ng-if="patron.pref_family_name">{{patron.pref_family_name}}> ng-if="!patron.pref_family_name">{{patron.family_name}},
>> > ng-if="patron.pref_first_given_name">{{patron.pref_first_given_name}}> ng-if="!patron.pref_first_given_name">{{patron.first_given_name}}
>> > ng-if="patron.pref_second_given_name">{{patron.pref_second_given_name}}> ng-if="!patron.pref_second_given_name">{{patron.second_given_name}}
>> Terran McCanna, PINES Program Manager
>> Georgia Public Library Service | University System of Georgia
>> 2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341
>> (404) 235-7138 | [ mailto:tmcca...@georgialibraries.org |
>> tmcca...@georgialibraries.org ]
>> [ http://help.georgialibraries.org/ | http://help.georgialibraries.org ] | [
>> mailto:h...@help.georgialibraries.org | h...@help.georgialibraries.org ]
>> [ https://www.facebook.com/georgialibraries ] [
>> https://www.twitter.com/georgialibs ]
>> [ http://georgialibraries.org/ | Join our email list ] for stories of Georgia
>> libraries making an impact in our communities.
>> On Thu, Aug 29, 2019 at 12:58 PM Kean XL < [ mailto:kea...@ivpl.org |
>> kea...@ivpl.org ] > wrote:
>>> I think I finally got this. Please correct if I'm wrong...
>>> Here's our full current hold slip template
>>> -->
>>>
>>>
>>>
>>> {{hold.shelf_expire_time | date:'M/d'}}
>>>
>>> {{patron.family_name}}
>>> {{patron.pref_family_name}}
>>>
>>>
>>>
>>> {{patron.first_given_name}}
>>>
>>> {{patron.pref_first_given_name}}
>>>
>>> Notify by Phone:
>>> {{hold.phone_notify}}
>>> >> "hold.phone_notify">Daytime Phone: {{patron.day_phone}}
>>>
>>>
>>>
>>>
>>>
>>>
>>>
>>>
>>> Route to the Private Hold Shelf.
>>>
>>>
>>> Route to the Hold Shelf.
>>>
>>>
>>>
>>> Hold Shelf Expire Date: {{hold.shelf_expire_time | date:'M/d/'}}
>>> Item Barcode: {{copy.barcode}}
>>> Title: {{title}}
>>> Call Number: {{call_number.prefix}} {{call_number.label}}
>>> {{call_number.suffix}}
>>>
>>>
>>> Hold for patron: {{patron.family_name}},
>>> {{patron.first_given_name}}
>>> Notify by phone: {{hold.phone_notify}}
>>> Notify by text: {{hold.sms_notify}}
>>> Notify by email:
>>> {{patron.email}}
>>> Daytime
Re: [OPEN-ILS-GENERAL] Preferred Name on Notices
I have found it helpful to add something like {{patronName =
(patron.pref_family_name || patron.family_name) + ", " +
(patron.pref_first_given_name || patron.first_given_name); "";}} to the top
of my print templates. Then I can just use {{patronName}} to get the comma
inverted name, taking preferred names into account, wherever I need it in
my template.
Benjamin Kalish
Forbes Library / 413-587-1012 / bkal...@forbeslibrary.org
Support Forbes Library:
- Consider giving a gift <http://www.forbeslibrary.org/giving> to Forbes
Library
- Vote for the Friends of Forbes in the Florence Bank Community Grant
Program <https://www.florencebank.com/vote>.
- Join the Friends the Forbes today <https://forbeslibrary.org/friends/>!
Currently reading: *The Indian Clerk* by David Leavitt
Just Finished:* The Tombs of Atuan* by Ursula K. Le Guin
For information about accessibility at the library, please see:
http://forbeslibrary.org/accessibility/
On Mon, Sep 9, 2019 at 2:24 PM Terran McCanna
wrote:
> This is what we're using in PINES (we moved the name to the top in a large
> font):
>
> ng-if="patron.pref_family_name">{{patron.pref_family_name}} ng-if="!patron.pref_family_name">{{patron.family_name}},
>ng-if="patron.pref_first_given_name">{{patron.pref_first_given_name}} ng-if="!patron.pref_first_given_name">{{patron.first_given_name}}
>ng-if="patron.pref_second_given_name">{{patron.pref_second_given_name}} ng-if="!patron.pref_second_given_name">{{patron.second_given_name}}
>
>
>
>
>
> Terran McCanna, PINES Program Manager
> --
>
> Georgia Public Library Service | University System of Georgia
>
> 2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341
>
> (404) 235-7138 | tmcca...@georgialibraries.org
>
> http://help.georgialibraries.org | h...@help.georgialibraries.org
>
> <https://www.facebook.com/georgialibraries>
> <https://www.twitter.com/georgialibs>
>
> Join our email list <http://georgialibraries.org> for stories of Georgia
> libraries making an impact in our communities.
>
>
>
> On Thu, Aug 29, 2019 at 12:58 PM Kean XL wrote:
>
>> I think I finally got this. Please correct if I'm wrong...
>> Here's our full current hold slip template
>>
>> -->
>>
>>
>>
>> {{hold.shelf_expire_time | date:'M/d'}}
>>
>> {{patron.family_name}}
>> {{patron.pref_family_name}}
>>
>>
>>
>> {{patron.first_given_name}}
>> {{patron.pref_first_given_name}}
>>
>> Notify by
>> Phone: {{hold.phone_notify}}
>> > "hold.phone_notify">Daytime Phone: {{patron.day_phone}}
>>
>>
>>
>>
>>
>>
>>
>>
>>
>>
>>
>>
>> Route to the Private Hold Shelf.
>>
>>
>> Route to the Hold Shelf.
>>
>>
>>
>> Hold Shelf Expire Date: {{hold.shelf_expire_time | date:'M/d/'}}
>> Item Barcode: {{copy.barcode}}
>> Title: {{title}}
>>
>> Call Number: {{call_number.prefix}} {{call_number.label}}
>> {{call_number.suffix}}
>>
>>
>>
>>
>>
>>
>>
>>
>>
>>
>> Hold for patron: {{patron.family_name}},
>> {{patron.first_given_name}}
>> Notify by phone:
>> {{hold.phone_notify}}
>> Notify by text: {{hold.sms_notify}}
>> Notify by email:
>> {{patron.email}}
>> Daytime
>> Phone: {{patron.day_phone}}
>>
>> Notes:
>> {{note.title}} - {{note.body}}
>>
>>
>>
>>
>>
>>
>>
>> Request Date: {{hold.request_time |
>> date:$root.egDateAndTimeFormat}}
>>
>>
>>
>>
>> Printed: {{today | date:$root.egDateAndTimeFormat}} at
>> {{current_location.shortname}}
>>
>>
>> <
>>
>>
>> On Thu, Aug 29, 2019 at 12:22 PM Elizabeth Davis
>> wrote:
>>
>>> Hello
>>>
>>>
>>>
>>> I am using {{patron.pref_first_given_name}} in the print templates for
>>> receipts. I am curious if user.pref_first_give_name work? Can I have it
>>> print the preferred if it’s there and the first_given_name if there isn’t
>>> one?
>>>
>>>
>>>
>>> Elizabeth
>>>
>>>
>>>
>>> *From:* Open-ils-general [mailto:
>>> open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Kean
>>> XL
>>> *Sent:* Thursday, August 29, 2019 12:18 PM
>>> *To:* Evergreen Discussion Group <
>>> open-ils-general@list.georgialibraries.org>
>>> *Subject:* Re: [OPEN-ILS-GENERAL] Preferred Name on Notices
>>>
>>>
>>>
>>> What was the marker you were using for the preferred name? Is there a
>>> list of referable string names for the print templates?
>>>
>>>
>>>
>>> On Thu, Aug 29, 2019 at 11:49 AM Elizabeth Davis
>>> wrote:
>>>
>>> Hello Everyone,
>>>
>>>
>>>
>>> We just upgraded to 3.3 and I added the angular code in the print
>>> templates for preferred name and was curious if anyone uses preferred name
>>> in their trigger notifications. I would like to be consistent.
>>>
>>>
>>>
>>> Thank you,
>>>
>>>
>>>
>>> Elizabeth Davis
>>>
>>> Head of Digital Services
>>>
>>> Scranton Public Library
>>>
>>> 500 Vine Street
>>>
>>> Scranton, PA 18509
>>>
>>> 570-348-3000 ext. 3050
>>>
>>> eda...@albright.org
>>>
>>> pronouns: she/her/hers
>>>
>>>
>>>
>>>
Re: [OPEN-ILS-GENERAL] Preferred Name on Notices
This is what we're using in PINES (we moved the name to the top in a large
font):
{{patron.pref_family_name}}{{patron.family_name}},
{{patron.pref_first_given_name}}{{patron.first_given_name}}
{{patron.pref_second_given_name}}{{patron.second_given_name}}
Terran McCanna, PINES Program Manager
--
Georgia Public Library Service | University System of Georgia
2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341
(404) 235-7138 | tmcca...@georgialibraries.org
http://help.georgialibraries.org | h...@help.georgialibraries.org
<https://www.facebook.com/georgialibraries>
<https://www.twitter.com/georgialibs>
Join our email list <http://georgialibraries.org> for stories of Georgia
libraries making an impact in our communities.
On Thu, Aug 29, 2019 at 12:58 PM Kean XL wrote:
> I think I finally got this. Please correct if I'm wrong...
> Here's our full current hold slip template
>
> -->
>
>
>
> {{hold.shelf_expire_time | date:'M/d'}}
>
> {{patron.family_name}}
> {{patron.pref_family_name}}
>
>
>
> {{patron.first_given_name}}
> {{patron.pref_first_given_name}}
>
> Notify by
> Phone: {{hold.phone_notify}}
> "hold.phone_notify">Daytime Phone: {{patron.day_phone}}
>
>
>
>
>
>
>
>
>
>
>
>
> Route to the Private Hold Shelf.
>
>
> Route to the Hold Shelf.
>
>
>
> Hold Shelf Expire Date: {{hold.shelf_expire_time | date:'M/d/'}}
> Item Barcode: {{copy.barcode}}
> Title: {{title}}
>
> Call Number: {{call_number.prefix}} {{call_number.label}}
> {{call_number.suffix}}
>
>
>
>
>
>
>
>
>
>
> Hold for patron: {{patron.family_name}},
> {{patron.first_given_name}}
> Notify by phone:
> {{hold.phone_notify}}
> Notify by text: {{hold.sms_notify}}
> Notify by email:
> {{patron.email}}
> Daytime
> Phone: {{patron.day_phone}}
>
> Notes:
> {{note.title}} - {{note.body}}
>
>
>
>
>
>
>
> Request Date: {{hold.request_time |
> date:$root.egDateAndTimeFormat}}
>
>
>
>
> Printed: {{today | date:$root.egDateAndTimeFormat}} at
> {{current_location.shortname}}
>
>
> <
>
>
> On Thu, Aug 29, 2019 at 12:22 PM Elizabeth Davis
> wrote:
>
>> Hello
>>
>>
>>
>> I am using {{patron.pref_first_given_name}} in the print templates for
>> receipts. I am curious if user.pref_first_give_name work? Can I have it
>> print the preferred if it’s there and the first_given_name if there isn’t
>> one?
>>
>>
>>
>> Elizabeth
>>
>>
>>
>> *From:* Open-ils-general [mailto:
>> open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Kean
>> XL
>> *Sent:* Thursday, August 29, 2019 12:18 PM
>> *To:* Evergreen Discussion Group <
>> open-ils-general@list.georgialibraries.org>
>> *Subject:* Re: [OPEN-ILS-GENERAL] Preferred Name on Notices
>>
>>
>>
>> What was the marker you were using for the preferred name? Is there a
>> list of referable string names for the print templates?
>>
>>
>>
>> On Thu, Aug 29, 2019 at 11:49 AM Elizabeth Davis
>> wrote:
>>
>> Hello Everyone,
>>
>>
>>
>> We just upgraded to 3.3 and I added the angular code in the print
>> templates for preferred name and was curious if anyone uses preferred name
>> in their trigger notifications. I would like to be consistent.
>>
>>
>>
>> Thank you,
>>
>>
>>
>> Elizabeth Davis
>>
>> Head of Digital Services
>>
>> Scranton Public Library
>>
>> 500 Vine Street
>>
>> Scranton, PA 18509
>>
>> 570-348-3000 ext. 3050
>>
>> eda...@albright.org
>>
>> pronouns: she/her/hers
>>
>>
>>
>>
Re: [OPEN-ILS-GENERAL] Preferred Name on Notices
Michele and Jason, I agree. I have figured out the conditional logic for the receipt templates, but not the email and print notices. I think making it automatic would be great for everyone. I know locally we have a few individuals who have not legally changed their name and we would like to be able to use the name they are providing us on all communication. Elizabeth -Original Message- From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Jason Stephenson Sent: Thursday, September 05, 2019 4:01 PM To: open-ils-general@list.georgialibraries.org Subject: Re: [OPEN-ILS-GENERAL] Preferred Name on Notices Michele, Yes, I think that having fields on the user object that return the preferred names or regular names if there is no preferred name would be useful. It could shortcut some coding. That said, it would require some plumbing changes to the Evergreen object system, and I'm not sure how generic it could be. I am adding preferred name to our email templates, and it requires some conditional logic in the templates. It would be nice if I could put that in a separate template file that gets included in the others to avoid duplicate code, but I don't think the templates in the database can include other templates. Cheers, Jason
Re: [OPEN-ILS-GENERAL] Preferred Name on Notices
Michele, Yes, I think that having fields on the user object that return the preferred names or regular names if there is no preferred name would be useful. It could shortcut some coding. That said, it would require some plumbing changes to the Evergreen object system, and I'm not sure how generic it could be. I am adding preferred name to our email templates, and it requires some conditional logic in the templates. It would be nice if I could put that in a separate template file that gets included in the others to avoid duplicate code, but I don't think the templates in the database can include other templates. Cheers, Jason
Re: [OPEN-ILS-GENERAL] Preferred Name on Notices
Looking for a simpler way to use preferred names in receipts and notices,
we are wondering if others would support changing the way these preferred
name variables work:
pref_prefix
pref_first_given_name
pref_second_given_name
pref_family_name
pref_suffix
Currently, if there is no preferred version of the name field, these return
no data and we need to use conditional code as shared earlier in this
thread in our receipts and notices if we want to make use of the preferred
fields.
Do others think it is a good idea to change the way these variables work so
that the preferred version of the name field would be returned if it
existed, otherwise, the primary version would be returned? This would make
configuring receipts and notice much simpler since no conditional code
would be needed. Are there any cases where it's useful to return nothing
for the preferred name fields?
The primary name fields would still be available using:
prefix
first_given_name
second_given_name
family_name
suffix
If others think this is a good idea, I'll open a Launchpad bug.
-Michele
--
Michele M. Morgan, Technical Support Analyst
North of Boston Library Exchange, Danvers Massachusetts
mmor...@noblenet.org
On Thu, Aug 29, 2019 at 1:55 PM Elizabeth Davis wrote:
> Hello
>
>
>
> Thank you! I was on the right track.
>
>
>
> Elizabeth
>
>
>
> *From:* Open-ils-general [mailto:
> open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *John
> Amundson
> *Sent:* Thursday, August 29, 2019 1:50 PM
> *To:* Evergreen Discussion Group <
> open-ils-general@list.georgialibraries.org>
> *Subject:* Re: [OPEN-ILS-GENERAL] Preferred Name on Notices
>
>
>
> Hi,
>
>
>
> This is the code we use in our print templates. It prints preferred name
> if one exists, and primary name if it doesn't.
>
>
>
> {{patron.pref_family_name}},
>
> {{patron.family_name}},
>
> ng-if="patron.pref_first_given_name">{{patron.pref_first_given_name}}
>
> ng-if="!patron.pref_first_given_name">{{patron.first_given_name}}
>
>
>
> We are also investigating using something similar for our emailed notices.
> However, we are still in the testing phase for that. We have one test set
> up so far, and it is using this code:
>
>
>
> [%- USE
>
> ...
>
> first_name = user.pref_first_given_name || user.first_given_name;
>
> family_name = user.pref_family_name || user.family_name;
>
> -%]
>
> ...
>
> Dear [% family_name %], [% first_name %]
>
>
>
> John
>
> <http://www.cwmars.org>
>
> John Amundson | Library Applications Supervisor | CW MARS
>
> jamund...@cwmars.org | 508-755-3323 x322 <%28508%29%20755-3323>
>
> https://www.cwmars.org
>
>
>
>
>
> On Thu, Aug 29, 2019 at 1:10 PM Kean XL wrote:
>
> nevermind...that Template was broken
>
>
>
> On Thu, Aug 29, 2019 at 12:56 PM Kean XL wrote:
>
> I think I finally got this. Please correct if I'm wrong...
>
> Here's our full current hold slip template
>
>
>
> -->
>
>
>
> {{hold.shelf_expire_time | date:'M/d'}}
>
> {{patron.family_name}}
> {{patron.pref_family_name}}
>
>
>
> {{patron.first_given_name}}
> {{patron.pref_first_given_name}}
>
> Notify by
> Phone: {{hold.phone_notify}}
> "hold.phone_notify">Daytime Phone: {{patron.day_phone}}
>
>
>
>
>
>
>
>
>
>
>
>
> Route to the Private Hold Shelf.
>
>
> Route to the Hold Shelf.
>
>
>
> Hold Shelf Expire Date: {{hold.shelf_expire_time | date:'M/d/'}}
> Item Barcode: {{copy.barcode}}
> Title: {{title}}
>
> Call Number: {{call_number.prefix}} {{call_number.label}}
> {{call_number.suffix}}
>
>
>
>
>
>
>
>
>
>
> Hold for patron: {{patron.family_name}},
> {{patron.first_given_name}}
> Notify by phone:
> {{hold.phone_notify}}
> Notify by text: {{hold.sms_notify}}
> Notify by email:
> {{patron.email}}
> Daytime
> Phone: {{patron.day_phone}}
>
> Notes:
> {{note.title}} - {{note.body}}
>
>
>
>
>
>
>
> Request Date: {{hold.request_time |
> date:$root.egDateAndTimeFormat}}
>
>
>
>
> Printed: {{today | date:$root.egDateAndTimeFormat}} at
> {{current_location.shortname}}
>
>
> <
>
>
>
>
> On Thu, Aug 29, 2019 at 12:22 PM Elizabeth Davis
> wrote:
>
> Hello
>
>
>
> I am using {{patron.pref_first_given_name}} in the print templates for
> receipts. I am curious if user.pref_first_give_name work? Can I have it
> print the preferred if it’s there and the fi
Re: [OPEN-ILS-GENERAL] Preferred Name on Notices
Hello
Thank you! I was on the right track.
Elizabeth
From: Open-ils-general
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of John
Amundson
Sent: Thursday, August 29, 2019 1:50 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Preferred Name on Notices
Hi,
This is the code we use in our print templates. It prints preferred name if one
exists, and primary name if it doesn't.
{{patron.pref_family_name}},
{{patron.family_name}},
{{patron.pref_first_given_name}}
{{patron.first_given_name}}
We are also investigating using something similar for our emailed notices.
However, we are still in the testing phase for that. We have one test set up so
far, and it is using this code:
[%- USE
...
first_name = user.pref_first_given_name || user.first_given_name;
family_name = user.pref_family_name || user.family_name;
-%]
...
Dear [% family_name %], [% first_name %]
John
[https://lh5.googleusercontent.com/C1fNrKOLEXFs-jfAIXQIMqbKqVBCJrBceOenfgotAcJE6XtZ2ZeeTYFkyfir63-HfzjX6q5zhBQWiO5RZk2tYnWzJ1_rjAADAH4nCmiuhNJuoG8HZLq7MBW-pAU4R9ScKcCybdVO]<http://www.cwmars.org>
John Amundson | Library Applications Supervisor | CW MARS
jamund...@cwmars.org<mailto:jamund...@cwmars.org> | 508-755-3323
x322
https://www.cwmars.org<https://www.cwmars.org/>
On Thu, Aug 29, 2019 at 1:10 PM Kean XL
mailto:kea...@ivpl.org>> wrote:
nevermind...that Template was broken
On Thu, Aug 29, 2019 at 12:56 PM Kean XL
mailto:kea...@ivpl.org>> wrote:
I think I finally got this. Please correct if I'm wrong...
Here's our full current hold slip template
-->
{{hold.shelf_expire_time | date:'M/d'}}
{{patron.family_name}}
{{patron.pref_family_name}}
{{patron.first_given_name}}
{{patron.pref_first_given_name}}
Notify by Phone:
{{hold.phone_notify}}
Daytime Phone: {{patron.day_phone}}
Route to the Private Hold Shelf.
Route to the Hold Shelf.
Hold Shelf Expire Date: {{hold.shelf_expire_time | date:'M/d/'}}
Item Barcode: {{copy.barcode}}
Title: {{title}}
Call Number: {{call_number.prefix}} {{call_number.label}}
{{call_number.suffix}}
Hold for patron: {{patron.family_name}},
{{patron.first_given_name}}
Notify by phone: {{hold.phone_notify}}
Notify by text: {{hold.sms_notify}}
Notify by email: {{patron.email}}
Daytime Phone:
{{patron.day_phone}}
Notes:
{{note.title}} - {{note.body}}
Request Date: {{hold.request_time |
date:$root.egDateAndTimeFormat}}
Printed: {{today | date:$root.egDateAndTimeFormat}} at
{{current_location.shortname}}
<
On Thu, Aug 29, 2019 at 12:22 PM Elizabeth Davis
mailto:eda...@albright.org>> wrote:
Hello
I am using {{patron.pref_first_given_name}} in the print templates for
receipts. I am curious if user.pref_first_give_name work? Can I have it print
the preferred if it’s there and the first_given_name if there isn’t one?
Elizabeth
From: Open-ils-general
[mailto:open-ils-general-boun...@list.georgialibraries.org<mailto:open-ils-general-boun...@list.georgialibraries.org>]
On Behalf Of Kean XL
Sent: Thursday, August 29, 2019 12:18 PM
To: Evergreen Discussion Group
mailto:open-ils-general@list.georgialibraries.org>>
Subject: Re: [OPEN-ILS-GENERAL] Preferred Name on Notices
What was the marker you were using for the preferred name? Is there a list of
referable string names for the print templates?
On Thu, Aug 29, 2019 at 11:49 AM Elizabeth Davis
mailto:eda...@albright.org>> wrote:
Hello Everyone,
We just upgraded to 3.3 and I added the angular code in the print templates for
preferred name and was curious if anyone uses preferred name in their trigger
notifications. I would like to be consistent.
Thank you,
Elizabeth Davis
Head of Digital Services
Scranton Public Library
500 Vine Street
Scranton, PA 18509
570-348-3000 ext. 3050
eda...@albright.org<mailto:eda...@albright.org>
pronouns: she/her/hers
Re: [OPEN-ILS-GENERAL] Preferred Name on Notices
Hi,
This is the code we use in our print templates. It prints preferred name if
one exists, and primary name if it doesn't.
{{patron.pref_family_name}},
{{patron.family_name}},
{{patron.pref_first_given_name}}
{{patron.first_given_name}}
We are also investigating using something similar for our emailed notices.
However, we are still in the testing phase for that. We have one test set
up so far, and it is using this code:
[%- USE
...
first_name = user.pref_first_given_name || user.first_given_name;
family_name = user.pref_family_name || user.family_name;
-%]
...
Dear [% family_name %], [% first_name %]
John
<http://www.cwmars.org>
John Amundson | Library Applications Supervisor | CW MARS
jamund...@cwmars.org | 508-755-3323 x322 <%28508%29%20755-3323>
https://www.cwmars.org
On Thu, Aug 29, 2019 at 1:10 PM Kean XL wrote:
> nevermind...that Template was broken
>
> On Thu, Aug 29, 2019 at 12:56 PM Kean XL wrote:
>
>> I think I finally got this. Please correct if I'm wrong...
>> Here's our full current hold slip template
>>
>> -->
>>
>>
>>
>> {{hold.shelf_expire_time | date:'M/d'}}
>>
>> {{patron.family_name}}
>> {{patron.pref_family_name}}
>>
>>
>>
>> {{patron.first_given_name}}
>> {{patron.pref_first_given_name}}
>>
>> Notify by
>> Phone: {{hold.phone_notify}}
>> > "hold.phone_notify">Daytime Phone: {{patron.day_phone}}
>>
>>
>>
>>
>>
>>
>>
>>
>>
>>
>>
>>
>> Route to the Private Hold Shelf.
>>
>>
>> Route to the Hold Shelf.
>>
>>
>>
>> Hold Shelf Expire Date: {{hold.shelf_expire_time | date:'M/d/'}}
>> Item Barcode: {{copy.barcode}}
>> Title: {{title}}
>>
>> Call Number: {{call_number.prefix}} {{call_number.label}}
>> {{call_number.suffix}}
>>
>>
>>
>>
>>
>>
>>
>>
>>
>>
>> Hold for patron: {{patron.family_name}},
>> {{patron.first_given_name}}
>> Notify by phone:
>> {{hold.phone_notify}}
>> Notify by text: {{hold.sms_notify}}
>> Notify by email:
>> {{patron.email}}
>> Daytime
>> Phone: {{patron.day_phone}}
>>
>> Notes:
>> {{note.title}} - {{note.body}}
>>
>>
>>
>>
>>
>>
>>
>> Request Date: {{hold.request_time |
>> date:$root.egDateAndTimeFormat}}
>>
>>
>>
>>
>> Printed: {{today | date:$root.egDateAndTimeFormat}} at
>> {{current_location.shortname}}
>>
>>
>> <
>>
>>
>> On Thu, Aug 29, 2019 at 12:22 PM Elizabeth Davis
>> wrote:
>>
>>> Hello
>>>
>>>
>>>
>>> I am using {{patron.pref_first_given_name}} in the print templates for
>>> receipts. I am curious if user.pref_first_give_name work? Can I have it
>>> print the preferred if it’s there and the first_given_name if there isn’t
>>> one?
>>>
>>>
>>>
>>> Elizabeth
>>>
>>>
>>>
>>> *From:* Open-ils-general [mailto:
>>> open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Kean
>>> XL
>>> *Sent:* Thursday, August 29, 2019 12:18 PM
>>> *To:* Evergreen Discussion Group <
>>> open-ils-general@list.georgialibraries.org>
>>> *Subject:* Re: [OPEN-ILS-GENERAL] Preferred Name on Notices
>>>
>>>
>>>
>>> What was the marker you were using for the preferred name? Is there a
>>> list of referable string names for the print templates?
>>>
>>>
>>>
>>> On Thu, Aug 29, 2019 at 11:49 AM Elizabeth Davis
>>> wrote:
>>>
>>> Hello Everyone,
>>>
>>>
>>>
>>> We just upgraded to 3.3 and I added the angular code in the print
>>> templates for preferred name and was curious if anyone uses preferred name
>>> in their trigger notifications. I would like to be consistent.
>>>
>>>
>>>
>>> Thank you,
>>>
>>>
>>>
>>> Elizabeth Davis
>>>
>>> Head of Digital Services
>>>
>>> Scranton Public Library
>>>
>>> 500 Vine Street
>>>
>>> Scranton, PA 18509
>>>
>>> 570-348-3000 ext. 3050
>>>
>>> eda...@albright.org
>>>
>>> pronouns: she/her/hers
>>>
>>>
>>>
>>>
Re: [OPEN-ILS-GENERAL] Preferred Name on Notices
nevermind...that Template was broken
On Thu, Aug 29, 2019 at 12:56 PM Kean XL wrote:
> I think I finally got this. Please correct if I'm wrong...
> Here's our full current hold slip template
>
> -->
>
>
>
> {{hold.shelf_expire_time | date:'M/d'}}
>
> {{patron.family_name}}
> {{patron.pref_family_name}}
>
>
>
> {{patron.first_given_name}}
> {{patron.pref_first_given_name}}
>
> Notify by
> Phone: {{hold.phone_notify}}
> "hold.phone_notify">Daytime Phone: {{patron.day_phone}}
>
>
>
>
>
>
>
>
>
>
>
>
> Route to the Private Hold Shelf.
>
>
> Route to the Hold Shelf.
>
>
>
> Hold Shelf Expire Date: {{hold.shelf_expire_time | date:'M/d/'}}
> Item Barcode: {{copy.barcode}}
> Title: {{title}}
>
> Call Number: {{call_number.prefix}} {{call_number.label}}
> {{call_number.suffix}}
>
>
>
>
>
>
>
>
>
>
> Hold for patron: {{patron.family_name}},
> {{patron.first_given_name}}
> Notify by phone:
> {{hold.phone_notify}}
> Notify by text: {{hold.sms_notify}}
> Notify by email:
> {{patron.email}}
> Daytime
> Phone: {{patron.day_phone}}
>
> Notes:
> {{note.title}} - {{note.body}}
>
>
>
>
>
>
>
> Request Date: {{hold.request_time |
> date:$root.egDateAndTimeFormat}}
>
>
>
>
> Printed: {{today | date:$root.egDateAndTimeFormat}} at
> {{current_location.shortname}}
>
>
> <
>
>
> On Thu, Aug 29, 2019 at 12:22 PM Elizabeth Davis
> wrote:
>
>> Hello
>>
>>
>>
>> I am using {{patron.pref_first_given_name}} in the print templates for
>> receipts. I am curious if user.pref_first_give_name work? Can I have it
>> print the preferred if it’s there and the first_given_name if there isn’t
>> one?
>>
>>
>>
>> Elizabeth
>>
>>
>>
>> *From:* Open-ils-general [mailto:
>> open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Kean
>> XL
>> *Sent:* Thursday, August 29, 2019 12:18 PM
>> *To:* Evergreen Discussion Group <
>> open-ils-general@list.georgialibraries.org>
>> *Subject:* Re: [OPEN-ILS-GENERAL] Preferred Name on Notices
>>
>>
>>
>> What was the marker you were using for the preferred name? Is there a
>> list of referable string names for the print templates?
>>
>>
>>
>> On Thu, Aug 29, 2019 at 11:49 AM Elizabeth Davis
>> wrote:
>>
>> Hello Everyone,
>>
>>
>>
>> We just upgraded to 3.3 and I added the angular code in the print
>> templates for preferred name and was curious if anyone uses preferred name
>> in their trigger notifications. I would like to be consistent.
>>
>>
>>
>> Thank you,
>>
>>
>>
>> Elizabeth Davis
>>
>> Head of Digital Services
>>
>> Scranton Public Library
>>
>> 500 Vine Street
>>
>> Scranton, PA 18509
>>
>> 570-348-3000 ext. 3050
>>
>> eda...@albright.org
>>
>> pronouns: she/her/hers
>>
>>
>>
>>
Re: [OPEN-ILS-GENERAL] Preferred Name on Notices
I think I finally got this. Please correct if I'm wrong...
Here's our full current hold slip template
-->
{{hold.shelf_expire_time | date:'M/d'}}
{{patron.family_name}}
{{patron.pref_family_name}}
{{patron.first_given_name}}
{{patron.pref_first_given_name}}
Notify by Phone:
{{hold.phone_notify}}
Daytime Phone: {{patron.day_phone}}
Route to the Private Hold Shelf.
Route to the Hold Shelf.
Hold Shelf Expire Date: {{hold.shelf_expire_time | date:'M/d/'}}
Item Barcode: {{copy.barcode}}
Title: {{title}}
Call Number: {{call_number.prefix}} {{call_number.label}}
{{call_number.suffix}}
Hold for patron: {{patron.family_name}},
{{patron.first_given_name}}
Notify by phone:
{{hold.phone_notify}}
Notify by text: {{hold.sms_notify}}
Notify by email:
{{patron.email}}
Daytime Phone:
{{patron.day_phone}}
Notes:
{{note.title}} - {{note.body}}
Request Date: {{hold.request_time |
date:$root.egDateAndTimeFormat}}
Printed: {{today | date:$root.egDateAndTimeFormat}} at
{{current_location.shortname}}
<
On Thu, Aug 29, 2019 at 12:22 PM Elizabeth Davis
wrote:
> Hello
>
>
>
> I am using {{patron.pref_first_given_name}} in the print templates for
> receipts. I am curious if user.pref_first_give_name work? Can I have it
> print the preferred if it’s there and the first_given_name if there isn’t
> one?
>
>
>
> Elizabeth
>
>
>
> *From:* Open-ils-general [mailto:
> open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Kean XL
> *Sent:* Thursday, August 29, 2019 12:18 PM
> *To:* Evergreen Discussion Group <
> open-ils-general@list.georgialibraries.org>
> *Subject:* Re: [OPEN-ILS-GENERAL] Preferred Name on Notices
>
>
>
> What was the marker you were using for the preferred name? Is there a list
> of referable string names for the print templates?
>
>
>
> On Thu, Aug 29, 2019 at 11:49 AM Elizabeth Davis
> wrote:
>
> Hello Everyone,
>
>
>
> We just upgraded to 3.3 and I added the angular code in the print
> templates for preferred name and was curious if anyone uses preferred name
> in their trigger notifications. I would like to be consistent.
>
>
>
> Thank you,
>
>
>
> Elizabeth Davis
>
> Head of Digital Services
>
> Scranton Public Library
>
> 500 Vine Street
>
> Scranton, PA 18509
>
> 570-348-3000 ext. 3050
>
> eda...@albright.org
>
> pronouns: she/her/hers
>
>
>
>
Re: [OPEN-ILS-GENERAL] Preferred Name on Notices
Hello
I am using {{patron.pref_first_given_name}} in the print templates for
receipts. I am curious if user.pref_first_give_name work? Can I have it print
the preferred if it’s there and the first_given_name if there isn’t one?
Elizabeth
From: Open-ils-general
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Kean XL
Sent: Thursday, August 29, 2019 12:18 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Preferred Name on Notices
What was the marker you were using for the preferred name? Is there a list of
referable string names for the print templates?
On Thu, Aug 29, 2019 at 11:49 AM Elizabeth Davis
mailto:eda...@albright.org>> wrote:
Hello Everyone,
We just upgraded to 3.3 and I added the angular code in the print templates for
preferred name and was curious if anyone uses preferred name in their trigger
notifications. I would like to be consistent.
Thank you,
Elizabeth Davis
Head of Digital Services
Scranton Public Library
500 Vine Street
Scranton, PA 18509
570-348-3000 ext. 3050
eda...@albright.org<mailto:eda...@albright.org>
pronouns: she/her/hers
Re: [OPEN-ILS-GENERAL] Preferred Name on Notices
What was the marker you were using for the preferred name? Is there a list of referable string names for the print templates? On Thu, Aug 29, 2019 at 11:49 AM Elizabeth Davis wrote: > Hello Everyone, > > > > We just upgraded to 3.3 and I added the angular code in the print > templates for preferred name and was curious if anyone uses preferred name > in their trigger notifications. I would like to be consistent. > > > > Thank you, > > > > Elizabeth Davis > > Head of Digital Services > > Scranton Public Library > > 500 Vine Street > > Scranton, PA 18509 > > 570-348-3000 ext. 3050 > > eda...@albright.org > > pronouns: she/her/hers > > >
[OPEN-ILS-GENERAL] Preferred Name on Notices
Hello Everyone, We just upgraded to 3.3 and I added the angular code in the print templates for preferred name and was curious if anyone uses preferred name in their trigger notifications. I would like to be consistent. Thank you, Elizabeth Davis Head of Digital Services Scranton Public Library 500 Vine Street Scranton, PA 18509 570-348-3000 ext. 3050 eda...@albright.org pronouns: she/her/hers
