[OPEN-ILS-GENERAL] Question regarding Staff Access to an Evergreen ILS

[Lolis, John]

Our consortium requires member libraries to access the staff side of
Evergreen through their network.

So I'm wondering... are there any other consortia out there who require
likewise for staff Evergreen access?

Please correct me if I'm wrong, but I see no reason for a restriction like
that as long as SSL is properly configured on the server (unencrypted SIP2
traffic is another story, of course).

Thanks much and stay well!

John Lolis
Coordinator of Computer Systems

100 Martine Avenue
White Plains, NY  10601

tel: 1.914.422.1497
fax: 1.914.422.1452

https://whiteplainslibrary.org/

*When you think about it, *all* security is ultimately security by
ignorance.*

Re: [OPEN-ILS-GENERAL] Question regarding the staff client manual download webpage

[JonGeorg SageLibrary]

Thank you for the response, I appreciate it. It's nice to have the
instructions on how it's supposed to be done. We've decided to just point
to the Evergreen location for now since we're hoping to upgrade to 3.2
sooner than later, and this is more involved than I have time for at the
moment.
-Jon

On Tue, Jul 30, 2019 at 6:11 PM Jason Stephenson  wrote:

> On 7/30/19 7:21 PM, JonGeorg SageLibrary wrote:
> > I have what may be a silly question regarding the
> > /updates/manualupdate.html page on our local server which is housed in
> > /openils/var/updates/pub/ and references the 'VERSION'_extension.xpi
> > file in the same directory to provide download links for the staff xul
> > client. We are still running 3.1 and somehow during the upgrade process
> > from 2.11 that file did not get upgraded so all of the links are for
> > 2.11. I don't see anything in the documentation about it, so how do I
> > create the rel_3_1_11_extension.xpi file so that the staff will be
> > directed to download the correct xul client until we upgrade to 3.2?
> > -Jon
>
> Honestly, you don't need it.  The XUL client hasn't changed
> significantly since 2.11 and as long as the 2.11 files exist in
> /openils/var/web/xul, staff can still use the 2.11 XUL client.  There
> have been changes in the web staff client since then, that you really
> don't want people using both clients on 3.2.  We're on 3.2 at CW MARS
> and staff still use a XUL client versioned as 3.0.8 that has not been
> updated/rebuilt since then.
>
> If you really want to build a new XUL client, you'll need to install
> some prerequisites on your server and run some additional steps:
>
> First, you need to install the zip and nsis packages.
>
> Next, from your Evergreen source code directory issue the following
> commands:
>
> cd Open-ILS/xul/staff_client
> make rigrelease rebuild
> make updates-client
>
> Then, you want to cd to /openils/var/web/xul and ln -sf legacy/server.
>
> You will then likely have a legacy entry on the manualupdates.html page.
>
> I haven't done this since install Evergreen 3.0.8 and I've almost never
> done it with a tarball.  I've usually done it with a git checkout and I
> would specify STAFF_CLIENT_VERSION when doing make install.  I assume
> that with a tarbal, you'll get a version of legacy, though it may pull
> it from the configure.ac script.
>
> HtH,
> Jason
>
>
>

Re: [OPEN-ILS-GENERAL] Question regarding the staff client manual download webpage

[Jason Stephenson]

On 7/30/19 7:21 PM, JonGeorg SageLibrary wrote:
> I have what may be a silly question regarding the
> /updates/manualupdate.html page on our local server which is housed in
> /openils/var/updates/pub/ and references the 'VERSION'_extension.xpi
> file in the same directory to provide download links for the staff xul
> client. We are still running 3.1 and somehow during the upgrade process
> from 2.11 that file did not get upgraded so all of the links are for
> 2.11. I don't see anything in the documentation about it, so how do I
> create the rel_3_1_11_extension.xpi file so that the staff will be
> directed to download the correct xul client until we upgrade to 3.2?
> -Jon

Honestly, you don't need it.  The XUL client hasn't changed
significantly since 2.11 and as long as the 2.11 files exist in
/openils/var/web/xul, staff can still use the 2.11 XUL client.  There
have been changes in the web staff client since then, that you really
don't want people using both clients on 3.2.  We're on 3.2 at CW MARS
and staff still use a XUL client versioned as 3.0.8 that has not been
updated/rebuilt since then.

If you really want to build a new XUL client, you'll need to install
some prerequisites on your server and run some additional steps:

First, you need to install the zip and nsis packages.

Next, from your Evergreen source code directory issue the following
commands:

cd Open-ILS/xul/staff_client
make rigrelease rebuild
make updates-client

Then, you want to cd to /openils/var/web/xul and ln -sf legacy/server.

You will then likely have a legacy entry on the manualupdates.html page.

I haven't done this since install Evergreen 3.0.8 and I've almost never
done it with a tarball.  I've usually done it with a git checkout and I
would specify STAFF_CLIENT_VERSION when doing make install.  I assume
that with a tarbal, you'll get a version of legacy, though it may pull
it from the configure.ac script.

HtH,
Jason

[OPEN-ILS-GENERAL] Question regarding the staff client manual download webpage

[JonGeorg SageLibrary]

I have what may be a silly question regarding the
/updates/manualupdate.html page on our local server which is housed in
/openils/var/updates/pub/ and references the 'VERSION'_extension.xpi file
in the same directory to provide download links for the staff xul client.
We are still running 3.1 and somehow during the upgrade process from 2.11
that file did not get upgraded so all of the links are for 2.11. I don't
see anything in the documentation about it, so how do I create the
rel_3_1_11_extension.xpi file so that the staff will be directed to
download the correct xul client until we upgrade to 3.2?
-Jon

[OPEN-ILS-GENERAL] Question about Item/Copy Alert Types

[Jennifer Pringle]

Hello,

We're currently running 3.1.7 and looking at setting up a new copy  
alert type that uses the event "Any Event" so that the alert shows up  
at both checkin and checkout.   Our concern about creating this new  
alert type is if there are any plans to add additional events in the  
future so that Any Event applies to more than just checkin and  
checkout.  Does anyone have more information about this functionality?


The only documentation I could find was in the release note for the  
feature in 3.1


Thanks,

Jennifer
--
Jennifer Pringle
Co-op Support
BC Libraries Cooperative
Tel: 1-888-848-9250
Email:jennifer.prin...@bc.libraries.coop
Website: http://bc.libraries.coop

Re: [OPEN-ILS-GENERAL] Question About Translating Search Filters and Format Icons Text

[Jennifer Pringle]

Hi Eva,

This looks like what we needed.

Thanks!

Jennifer

Quoting Cerninakova Eva :


Hi Jennifer,

We came across similar problem with  translation of formats and  
facets to Czech some time ago. To solve the problem, it was  
necessary to generate and load db.seed file for Czech, see

https://bugs.launchpad.net/evergreen/+bug/1703888


Hope this helps
Eva











Mgr. Eva Cerniňáková
cer...@jabok.cz
+420 211 222 409


-
Odesláno z mobilního telefonu pomocí aplikace AquaMail.



Dne 14. února 2019 1:39:40 Jennifer Pringle  
 napsal:



Hello all,


Does anyone know if there's a way to add translations for the values
for search filters and the format icon text?  I've been poking around
the Coded Value Maps but I don't see a translate option for the Search
Labels.  We're looking to have both English and French Search Labels
that are used in the TPAC based on the locale.


Thanks,


Jennifer










--
Jennifer Pringle
Co-op Support
BC Libraries Cooperative
Tel: 1-888-848-9250
Email:jennifer.prin...@bc.libraries.coop
Website: http://bc.libraries.coop



--
Jennifer Pringle
Co-op Support
BC Libraries Cooperative
Tel: 1-888-848-9250
Email:jennifer.prin...@bc.libraries.coop
Website: http://bc.libraries.coop

Re: [OPEN-ILS-GENERAL] Question About Translating Search Filters and Format Icons Text

[Cerninakova Eva]

Hi Jennifer,

We came across similar problem with  translation of formats and facets to 
Czech some time ago. To solve the problem, it was necessary to generate and 
load db.seed file for Czech, see

https://bugs.launchpad.net/evergreen/+bug/1703888


Hope this helps
Eva











Mgr. Eva Cerniňáková
cer...@jabok.cz
+420 211 222 409


-
Odesláno z mobilního telefonu pomocí aplikace AquaMail.



Dne 14. února 2019 1:39:40 Jennifer Pringle 
 napsal:



Hello all,


Does anyone know if there's a way to add translations for the values
for search filters and the format icon text?  I've been poking around
the Coded Value Maps but I don't see a translate option for the Search
Labels.  We're looking to have both English and French Search Labels
that are used in the TPAC based on the locale.


Thanks,


Jennifer










--
Jennifer Pringle
Co-op Support
BC Libraries Cooperative
Tel: 1-888-848-9250
Email:jennifer.prin...@bc.libraries.coop
Website: http://bc.libraries.coop

[OPEN-ILS-GENERAL] Question About Translating Search Filters and Format Icons Text

[Jennifer Pringle]

Hello all,

Does anyone know if there's a way to add translations for the values  
for search filters and the format icon text?  I've been poking around  
the Coded Value Maps but I don't see a translate option for the Search  
Labels.  We're looking to have both English and French Search Labels  
that are used in the TPAC based on the locale.


Thanks,

Jennifer





--
Jennifer Pringle
Co-op Support
BC Libraries Cooperative
Tel: 1-888-848-9250
Email:jennifer.prin...@bc.libraries.coop
Website: http://bc.libraries.coop

Re: [OPEN-ILS-GENERAL] Question about label names in Print Item Labels interface

[Janet Schrader]

+1 for spine and pocket. The closer we adhere to common library terminology
the better.


Janet



Janet Schrader

Bibliographic Services Supervisor | CW MARS

67 Millbrook Street, Suite 201, Worcester, MA 01606

P: 508-755-3323 x 325 | F: 508-757-7801

--

jschra...@cwmars.org  ||  http;//cwmars.org 


On Thu, Aug 16, 2018 at 6:11 PM, Kathy Lussier  wrote:

> Hi all,
>
> I'm sending along a question to the list that I also posted on Launchpad
> at https://bugs.launchpad.net/evergreen/+bug/1787479.
>
> We have been working with Emerald Data Networks on code that would allow
> printing spine / pocket labels to an 8 1/2 by 11 sheet. The code is still a
> work in progress, but, in initial testing, we're finding some difficulty
> using the names given to these label in the web client.
>
> When item label printing was added to the web client, Jason Etheridge
> noted in bug 1704873 that they called this interface Item labels to make it
> a little more generic. I'm guessing this is also why the spine and pocket
> labels were renamed as left and right label, which works well in the
> current implementation.
>
> We've been trying to maintain the spirit of a more generic interface, but
> have been struggling with the left / right designations under this project.
>
> Here is the problem. Under our current implementation, a label set doesn't
> always have to be one spine (left) label and one pocket (right) label.
> There is a place where users can designate that the left label be used for
> column 1, the right label for column 2, and another right label for column
> 3. They could also conceivably put the right label in column 1, in which
> case it would appear to the left of the left label. With this additional
> flexibility, the 'left' and 'right' labels don't really make sense.
>
> I tried to keep things generic by renaming them as label 1 and label 2,
> but these terms have turned out to be a little too generic and lead to a
> less intuitive UI.
>
> I would like to float the idea of returning to spine / pocket as the
> labels. Staff understand what these labels mean, and it will help us in
> providing clearer explanations on what different settings do. However, I'm
> also open to other ideas people may have.
>
> Let me know what you think!
>
> Kathy
>
> --
> Kathy Lussier
> Project Coordinator
> Massachusetts Library Network Cooperative
> (508) 343-0128kluss...@masslnc.org
>
>

Re: [OPEN-ILS-GENERAL] Question about label names in Print Item Labels interface

[Sarah Childs]

One thing I'm wondering about this is do most libraries that use the
"pocket" labels use them for labels they put on a pocket or for other
purposes, like as a property label?  Is the term pocket label obvious now
that many libraries no longer use pockets?

On Thu, Aug 16, 2018 at 6:11 PM, Kathy Lussier  wrote:

> Hi all,
>
> I'm sending along a question to the list that I also posted on Launchpad
> at https://bugs.launchpad.net/evergreen/+bug/1787479.
>
> We have been working with Emerald Data Networks on code that would allow
> printing spine / pocket labels to an 8 1/2 by 11 sheet. The code is still a
> work in progress, but, in initial testing, we're finding some difficulty
> using the names given to these label in the web client.
>
> When item label printing was added to the web client, Jason Etheridge
> noted in bug 1704873 that they called this interface Item labels to make it
> a little more generic. I'm guessing this is also why the spine and pocket
> labels were renamed as left and right label, which works well in the
> current implementation.
>
> We've been trying to maintain the spirit of a more generic interface, but
> have been struggling with the left / right designations under this project.
>
> Here is the problem. Under our current implementation, a label set doesn't
> always have to be one spine (left) label and one pocket (right) label.
> There is a place where users can designate that the left label be used for
> column 1, the right label for column 2, and another right label for column
> 3. They could also conceivably put the right label in column 1, in which
> case it would appear to the left of the left label. With this additional
> flexibility, the 'left' and 'right' labels don't really make sense.
>
> I tried to keep things generic by renaming them as label 1 and label 2,
> but these terms have turned out to be a little too generic and lead to a
> less intuitive UI.
>
> I would like to float the idea of returning to spine / pocket as the
> labels. Staff understand what these labels mean, and it will help us in
> providing clearer explanations on what different settings do. However, I'm
> also open to other ideas people may have.
>
> Let me know what you think!
>
> Kathy
>
> --
> Kathy Lussier
> Project Coordinator
> Massachusetts Library Network Cooperative
> (508) 343-0128kluss...@masslnc.org
>
>


-- 
Sarah Childs
Technical Services Department Head
Hussey-Mayfield Memorial Public Library
250 North Fifth Street
Zionsville, IN 46077
317-873-3149 x13330
sar...@zionsvillelibrary.org

[OPEN-ILS-GENERAL] Question about label names in Print Item Labels interface

[Kathy Lussier]

Hi all,

I'm sending along a question to the list that I also posted on Launchpad at
https://bugs.launchpad.net/evergreen/+bug/1787479.

We have been working with Emerald Data Networks on code that would allow
printing spine / pocket labels to an 8 1/2 by 11 sheet. The code is still a
work in progress, but, in initial testing, we're finding some difficulty
using the names given to these label in the web client.

When item label printing was added to the web client, Jason Etheridge noted
in bug 1704873 that they called this interface Item labels to make it a
little more generic. I'm guessing this is also why the spine and pocket
labels were renamed as left and right label, which works well in the
current implementation.

We've been trying to maintain the spirit of a more generic interface, but
have been struggling with the left / right designations under this project.

Here is the problem. Under our current implementation, a label set doesn't
always have to be one spine (left) label and one pocket (right) label.
There is a place where users can designate that the left label be used for
column 1, the right label for column 2, and another right label for column
3. They could also conceivably put the right label in column 1, in which
case it would appear to the left of the left label. With this additional
flexibility, the 'left' and 'right' labels don't really make sense.

I tried to keep things generic by renaming them as label 1 and label 2, but
these terms have turned out to be a little too generic and lead to a less
intuitive UI.

I would like to float the idea of returning to spine / pocket as the
labels. Staff understand what these labels mean, and it will help us in
providing clearer explanations on what different settings do. However, I'm
also open to other ideas people may have.

Let me know what you think!

Kathy

-- 
Kathy Lussier
Project Coordinator
Massachusetts Library Network Cooperative
(508) 343-0128kluss...@masslnc.org

Re: [OPEN-ILS-GENERAL] Question about the Database Schema

[Carol Yarrison]

Yes, thank you.

On Thu, May 31, 2018 at 2:55 PM, JonGeorg SageLibrary <
jongeorg.sagelibr...@gmail.com> wrote:

> That's exactly what I was looking for. Thank you!
> -Jon
>
> On Thu, May 31, 2018 at 11:43 AM, Kathy Lussier 
> wrote:
>
>> Hi Jon,
>>
>> Codey Kolasinski, who used to work for CW MARS, created some diagrams a
>> couple of years ago. They aren't current, but I'm hoping they're helpful.
>>
>> https://drive.google.com/drive/folders/1VuhjLIWTKwT-ZoNfHfJ9
>> xBojIqpichQR?usp=sharing
>>
>> Kathy Lussier
>>
>> On Wed, May 30, 2018 at 6:45 PM, JonGeorg SageLibrary <
>> jongeorg.sagelibr...@gmail.com> wrote:
>>
>>> Thank you. I was actually aware of that link but am a very visual person
>>> and so was hoping there was something more 'diagramy' out there. I really
>>> appreciate the response though.
>>> -Jon
>>>
>>> On Wed, May 30, 2018 at 12:44 PM, Soulliere, Robert <
>>> robert.soulli...@mohawkcollege.ca> wrote:
>>>
>>>> Hi Jon,
>>>>
>>>>
>>>>
>>>> There are schema diagrams on the EG docs page:
>>>>
>>>> http://docs.evergreen-ils.org/
>>>>
>>>>
>>>>
>>>> There is a section called :
>>>> Database Schema Map
>>>>
>>>>
>>>>
>>>> Here is the schema for 3.1:
>>>>
>>>> http://docs.evergreen-ils.org/3.1_schema/
>>>>
>>>>
>>>>
>>>> It is not very “diagrammy”, but I use it all the time when putting
>>>> together queries and finding names of tables and fields.
>>>>
>>>>
>>>>
>>>> Cheers,
>>>>
>>>> Robert
>>>>
>>>>
>>>>
>>>>
>>>>
>>>>
>>>>
>>>> *From:* Open-ils-general >>> .georgialibraries.org> *On Behalf Of *JonGeorg SageLibrary
>>>> *Sent:* Wednesday, May 30, 2018 3:37 PM
>>>> *To:* open-ils-general@list.georgialibraries.org
>>>> *Subject:* [OPEN-ILS-GENERAL] Question about the Database Schema
>>>>
>>>>
>>>>
>>>> This may be a silly question, but I'll ask it anyway. I'm hoping to
>>>> find someone that has done a relational diagram of the base Evergreen
>>>> Database Schema [it doesn't even have to be the most recent version] so
>>>> that I can better wrap my head around what is what and where it lives.
>>>>
>>>> -Jon
>>>>
>>>> --
>>>>
>>>> This E-mail contains privileged and confidential information intended
>>>> only for the individual or entity named in the message. If the reader
>>>> of this message is not the intended recipient, or the agent responsible
>>>> to deliver it to the intended recipient, you are hereby notified that
>>>> any review, dissemination, distribution or copying of this communication
>>>> is prohibited. If this communication was received in error, please
>>>> notify the sender by reply E-mail immediately, and delete and destroy
>>>> the original message.
>>>>
>>>
>>>
>>
>


-- 
“What in the world would we do without our libraries?”
― Katharine Hepburn
<http://www.goodreads.com/author/show/84099.Katharine_Hepburn>

Carol Yarrison
Help Desk Coordinator/Trainer
Bibliomation, Inc
24 Wooster Ave
Waterbury, CT
203-577-4070 x112

Re: [OPEN-ILS-GENERAL] Question about the Database Schema

[JonGeorg SageLibrary]

That's exactly what I was looking for. Thank you!
-Jon

On Thu, May 31, 2018 at 11:43 AM, Kathy Lussier 
wrote:

> Hi Jon,
>
> Codey Kolasinski, who used to work for CW MARS, created some diagrams a
> couple of years ago. They aren't current, but I'm hoping they're helpful.
>
> https://drive.google.com/drive/folders/1VuhjLIWTKwT-
> ZoNfHfJ9xBojIqpichQR?usp=sharing
>
> Kathy Lussier
>
> On Wed, May 30, 2018 at 6:45 PM, JonGeorg SageLibrary <
> jongeorg.sagelibr...@gmail.com> wrote:
>
>> Thank you. I was actually aware of that link but am a very visual person
>> and so was hoping there was something more 'diagramy' out there. I really
>> appreciate the response though.
>> -Jon
>>
>> On Wed, May 30, 2018 at 12:44 PM, Soulliere, Robert <
>> robert.soulli...@mohawkcollege.ca> wrote:
>>
>>> Hi Jon,
>>>
>>>
>>>
>>> There are schema diagrams on the EG docs page:
>>>
>>> http://docs.evergreen-ils.org/
>>>
>>>
>>>
>>> There is a section called :
>>> Database Schema Map
>>>
>>>
>>>
>>> Here is the schema for 3.1:
>>>
>>> http://docs.evergreen-ils.org/3.1_schema/
>>>
>>>
>>>
>>> It is not very “diagrammy”, but I use it all the time when putting
>>> together queries and finding names of tables and fields.
>>>
>>>
>>>
>>> Cheers,
>>>
>>> Robert
>>>
>>>
>>>
>>>
>>>
>>>
>>>
>>> *From:* Open-ils-general >> .georgialibraries.org> *On Behalf Of *JonGeorg SageLibrary
>>> *Sent:* Wednesday, May 30, 2018 3:37 PM
>>> *To:* open-ils-general@list.georgialibraries.org
>>> *Subject:* [OPEN-ILS-GENERAL] Question about the Database Schema
>>>
>>>
>>>
>>> This may be a silly question, but I'll ask it anyway. I'm hoping to find
>>> someone that has done a relational diagram of the base Evergreen Database
>>> Schema [it doesn't even have to be the most recent version] so that I can
>>> better wrap my head around what is what and where it lives.
>>>
>>> -Jon
>>>
>>> --
>>>
>>> This E-mail contains privileged and confidential information intended
>>> only for the individual or entity named in the message. If the reader
>>> of this message is not the intended recipient, or the agent responsible
>>> to deliver it to the intended recipient, you are hereby notified that
>>> any review, dissemination, distribution or copying of this communication
>>> is prohibited. If this communication was received in error, please
>>> notify the sender by reply E-mail immediately, and delete and destroy
>>> the original message.
>>>
>>
>>
>

Re: [OPEN-ILS-GENERAL] Question about the Database Schema

[Kathy Lussier]

Hi Jon,

Codey Kolasinski, who used to work for CW MARS, created some diagrams a
couple of years ago. They aren't current, but I'm hoping they're helpful.

https://drive.google.com/drive/folders/1VuhjLIWTKwT-ZoNfHfJ9xBojIqpichQR?usp=sharing

Kathy Lussier

On Wed, May 30, 2018 at 6:45 PM, JonGeorg SageLibrary <
jongeorg.sagelibr...@gmail.com> wrote:

> Thank you. I was actually aware of that link but am a very visual person
> and so was hoping there was something more 'diagramy' out there. I really
> appreciate the response though.
> -Jon
>
> On Wed, May 30, 2018 at 12:44 PM, Soulliere, Robert  mohawkcollege.ca> wrote:
>
>> Hi Jon,
>>
>>
>>
>> There are schema diagrams on the EG docs page:
>>
>> http://docs.evergreen-ils.org/
>>
>>
>>
>> There is a section called :
>> Database Schema Map
>>
>>
>>
>> Here is the schema for 3.1:
>>
>> http://docs.evergreen-ils.org/3.1_schema/
>>
>>
>>
>> It is not very “diagrammy”, but I use it all the time when putting
>> together queries and finding names of tables and fields.
>>
>>
>>
>> Cheers,
>>
>> Robert
>>
>>
>>
>>
>>
>>
>>
>> *From:* Open-ils-general > .georgialibraries.org> *On Behalf Of *JonGeorg SageLibrary
>> *Sent:* Wednesday, May 30, 2018 3:37 PM
>> *To:* open-ils-general@list.georgialibraries.org
>> *Subject:* [OPEN-ILS-GENERAL] Question about the Database Schema
>>
>>
>>
>> This may be a silly question, but I'll ask it anyway. I'm hoping to find
>> someone that has done a relational diagram of the base Evergreen Database
>> Schema [it doesn't even have to be the most recent version] so that I can
>> better wrap my head around what is what and where it lives.
>>
>> -Jon
>>
>> --
>>
>> This E-mail contains privileged and confidential information intended
>> only for the individual or entity named in the message. If the reader
>> of this message is not the intended recipient, or the agent responsible
>> to deliver it to the intended recipient, you are hereby notified that
>> any review, dissemination, distribution or copying of this communication
>> is prohibited. If this communication was received in error, please
>> notify the sender by reply E-mail immediately, and delete and destroy
>> the original message.
>>
>
>

Re: [OPEN-ILS-GENERAL] Question about the Database Schema

[JonGeorg SageLibrary]

Thank you. I was actually aware of that link but am a very visual person
and so was hoping there was something more 'diagramy' out there. I really
appreciate the response though.
-Jon

On Wed, May 30, 2018 at 12:44 PM, Soulliere, Robert <
robert.soulli...@mohawkcollege.ca> wrote:

> Hi Jon,
>
>
>
> There are schema diagrams on the EG docs page:
>
> http://docs.evergreen-ils.org/
>
>
>
> There is a section called :
> Database Schema Map
>
>
>
> Here is the schema for 3.1:
>
> http://docs.evergreen-ils.org/3.1_schema/
>
>
>
> It is not very “diagrammy”, but I use it all the time when putting
> together queries and finding names of tables and fields.
>
>
>
> Cheers,
>
> Robert
>
>
>
>
>
>
>
> *From:* Open-ils-general  list.georgialibraries.org> *On Behalf Of *JonGeorg SageLibrary
> *Sent:* Wednesday, May 30, 2018 3:37 PM
> *To:* open-ils-general@list.georgialibraries.org
> *Subject:* [OPEN-ILS-GENERAL] Question about the Database Schema
>
>
>
> This may be a silly question, but I'll ask it anyway. I'm hoping to find
> someone that has done a relational diagram of the base Evergreen Database
> Schema [it doesn't even have to be the most recent version] so that I can
> better wrap my head around what is what and where it lives.
>
> -Jon
>
> --
>
> This E-mail contains privileged and confidential information intended
> only for the individual or entity named in the message. If the reader
> of this message is not the intended recipient, or the agent responsible
> to deliver it to the intended recipient, you are hereby notified that
> any review, dissemination, distribution or copying of this communication
> is prohibited. If this communication was received in error, please
> notify the sender by reply E-mail immediately, and delete and destroy
> the original message.
>

Re: [OPEN-ILS-GENERAL] Question about the Database Schema

[Soulliere, Robert]

Hi Jon,

There are schema diagrams on the EG docs page:
http://docs.evergreen-ils.org/

There is a section called :
Database Schema Map

Here is the schema for 3.1:
http://docs.evergreen-ils.org/3.1_schema/

It is not very “diagrammy”, but I use it all the time when putting together 
queries and finding names of tables and fields.

Cheers,
Robert



From: Open-ils-general  On 
Behalf Of JonGeorg SageLibrary
Sent: Wednesday, May 30, 2018 3:37 PM
To: open-ils-general@list.georgialibraries.org
Subject: [OPEN-ILS-GENERAL] Question about the Database Schema

This may be a silly question, but I'll ask it anyway. I'm hoping to find 
someone that has done a relational diagram of the base Evergreen Database 
Schema [it doesn't even have to be the most recent version] so that I can 
better wrap my head around what is what and where it lives.
-Jon



This E-mail contains privileged and confidential information intended
only for the individual or entity named in the message. If the reader
of this message is not the intended recipient, or the agent responsible
to deliver it to the intended recipient, you are hereby notified that
any review, dissemination, distribution or copying of this communication
is prohibited. If this communication was received in error, please
notify the sender by reply E-mail immediately, and delete and destroy
the original message.

[OPEN-ILS-GENERAL] Question about the Database Schema

[JonGeorg SageLibrary]

This may be a silly question, but I'll ask it anyway. I'm hoping to find
someone that has done a relational diagram of the base Evergreen Database
Schema [it doesn't even have to be the most recent version] so that I can
better wrap my head around what is what and where it lives.
-Jon

Re: [OPEN-ILS-GENERAL] Question about a small library without a catalog to migrate

[Goben, Anna]

We have 4 libraries doing this currently (cataloging into our consortium)!  We 
do wait until the library has reached a critical mass (80%+) of their 
collection before issuing cards and granting their patrons access to the 
consortium (to encourage timely cataloging of their collection).  We've also 
instituted a program in the last year where experienced staff from other area 
consortium libraries come in for work days to help out with the process of 
getting the materials in.  As with the others, we barcode as we go, especially 
as additional weeding tends to happen as catalogers actually handle the item 
and can reevaluate based on consortium availability of a given title (How many 
copies of that 1960s edition classic *do* we really need?).  While in the 
cataloging phase, the collections are hidden and untargetable.

Congrats on your new member!
-Anna

Anna Goben
Evergreen Indiana Coordinator
Indiana State Library
140 N Senate Ave
Indianapolis, IN 46204
317-234-6624
Fax: 317-232-3713

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Schooff, Rose (LVA)
Sent: Wednesday, September 13, 2017 1:50 PM
To: open-ils-general@list.georgialibraries.org
Subject: [OPEN-ILS-GENERAL] Question about a small library without a catalog to 
migrate

 This is an EXTERNAL email. Exercise caution. DO NOT open attachments or 
click links from unknown senders or unexpected email. 


Up until now we have only dealt with libraries that had established catalogs.  
I now have a very small library that only has a card catalog and their books 
are not barcoded.

Where do I start?  I know the new librarian has started with weeding and that 
is always my first suggested step.

Do we barcode the books first or as they are added to the Virginia Evergreen 
Libraries catalog?

I would think they would register patrons as they borrow books.

Any help would be appreciated.  Thanks.

-
Rose M. Schooff
Technology Consultant
Library Development and Networking
The Library of Virginia
800 E. Broad Street
Richmond, VA  23219
804-692-3772
804-310-7901

Re: [OPEN-ILS-GENERAL] Question about a small library without a catalog to migrate

[Jim Taylor]

I normally do more behind-the-scenes stuff so may display a bit (or a lot)
of ignorance here but.

 

Making sure you have set data rules up-front is a given of course but then.

 

If there is someone who can do a bit of scripting . I am reasonably certain
you can do item creation (including barcode?) on import of bib records.I
tend to be lazy so I would write a script that takes the scanned ISBN off of
a book (or type if not) and retrieves the MARC and retrieves the
Classification info,  gives you the option to pick the correct record and
adjust the classification info, if needed, and creates the needed tags and
subfields from provided defaults for the item record, including the barcode.
You can then have everything done in a few short steps and apply the barcode
at the same time with a minimal amount of typing and book handling.

 

Again, may be missing something obvious but maybe this will help.

 

Jim

 

From: Open-ils-general
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of
Schooff, Rose (LVA)
Sent: Wednesday, September 13, 2017 12:50 PM
To: open-ils-general@list.georgialibraries.org
Subject: [OPEN-ILS-GENERAL] Question about a small library without a catalog
to migrate

 

 

Up until now we have only dealt with libraries that had established
catalogs.  I now have a very small library that only has a card catalog and
their books are not barcoded.

 

Where do I start?  I know the new librarian has started with weeding and
that is always my first suggested step.

 

Do we barcode the books first or as they are added to the Virginia Evergreen
Libraries catalog?

 

I would think they would register patrons as they borrow books.

 

Any help would be appreciated.  Thanks.

 

- 

Rose M. Schooff

Technology Consultant

Library Development and Networking

The Library of Virginia

800 E. Broad Street

Richmond, VA  23219

804-692-3772

804-310-7901

 

Re: [OPEN-ILS-GENERAL] Question about a small library without a catalog to migrate

[Elaine Hardy]

I want to echo Janet on not barcoding first and cleaning up inconsistent
call numbers or shelving locations as you go. You would only barcode first
if you had smart barcodes. A book left on the shelves with no barcode is a
good visual cue that it may not be in the bib database.

Also consider reassigning call numbers if you have areas that follow
outdated practice (for example, Dewey libraries used to class all books
about Native Americans in 970.1-970.6).  Develop local practices on
assigning call numbers and cutters and write them up!

Keep in mind that even correcting inconsistent call numbers may mean that
the books won't go back on the shelf in the order they came off, so plan
how you will handle books that are out of the range you are working on.

As Deborah said, keeping the library invisible and nonholdable until
everything is cataloged is best. Even then, make sure you have clear
guidelines on how to handle the inevitable uncataloged item that makes it
to the circ desk.



J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 150
Atlanta, GA 30045

404.235.7128 Office
404.548.4241 Cell
404.235.7201 FAX

On Wed, Sep 13, 2017 at 2:59 PM, Janet Schrader 
wrote:

> Hi Rose,
>
> I've worked with several libraries that added collections manually.
>
> Weeding is an excellent first step. Then deciding on locations. I
> recommend the fewer the better and use call numbers to designate where in
> the location items are.
>
> Do *not* barcode first. Barcode as the items are entered into the system.
> If you barcode first you won't know what's in or not (know this from
> experience). Also be sure not to confuse patron barcodes with item ones.
>
> Buy a scanner(s) that will read the ISBNs or UPC codes on the items and
> the barcodes you're using.
>
> Make sure the item templates are correct and everyone adding items uses
> the same ones. Create a set and export/import if there's more than one
> login.
>
> I think the easiest thing to start with is adult fiction. These titles are
> usually very straight forward. Then adult nonfiction, juvenile fiction and
> nonfiction, picture books, audiobooks, paperbacks, DVDs, and music CDs. I
> think that's the order of complexity for identifying matching bib records.
>
> Get a sheet or sheets of bright construction paper and use it to stick
> between the last item entered and the next. That way if more than one
> person works on the collection each knows where to continue.
>
> If you have to use volunteers, use ones you can trust to follow the rules,
> no deviations in how to enter call numbers, consistent schedule for
> working.
>
> If call number patterns are not consistent, now's a great time to make
> sure they are. I'm working with a library now that had 6 different patterns
> for audiobook and 5 different ones for picture book.
>
> You can run a report and open it in Excel to sort by barcodes, helps to
> find incorrect ones that are too long or too short or are ISBNs (it
> happens).
>
>
>
> Janet
>
> On Wed, Sep 13, 2017 at 1:50 PM, Schooff, Rose (LVA) <
> rose.scho...@lva.virginia.gov> wrote:
>
>>
>> Up until now we have only dealt with libraries that had established
>> catalogs.  I now have a very small library that only has a card catalog and
>> their books are not barcoded.
>>
>> Where do I start?  I know the new librarian has started with weeding and
>> that is always my first suggested step.
>>
>> Do we barcode the books first or as they are added to the Virginia
>> Evergreen Libraries catalog?
>>
>> I would think they would register patrons as they borrow books.
>>
>> Any help would be appreciated.  Thanks.
>>
>> —
>> Rose M. Schooff
>> Technology Consultant
>> Library Development and Networking
>> The Library of Virginia
>> 800 E. Broad Street
>> Richmond, VA  23219
>> 804-692-3772 <(804)%20692-3772>
>> 804-310-7901 <(804)%20310-7901>
>>
>>
>
>
> --
> Janet Schrader
> BIbliographic Services Supervisor
> C/W MARS Inc.
> 67 Millbrook Street, Suite 201
> Worcester, MA
> tel: 508-755-3323 ext. 325 <(508)%20755-3323>
> fax: 508-757-7801 <(508)%20757-7801>
>
>

Re: [OPEN-ILS-GENERAL] Question about a small library without a catalog to migrate

[scott.tho...@sparkpa.org]

This is also the procedure we follow at Pennsylvania Integrated Library System. 
I will say that is pretty great to be able to give these libraries the 
opportunity to automate for the first time. I would be happy to answer any 
additional questions.

Scott

Scott Thomas
Executive Director
PaILS / SPARK
(717) 873-9461
scott.tho...@sparkpa.org<mailto:scott.tho...@sparkpa.org>
[Description: Description: Training | SPARK – Pennsylvania's Statewide Library 
System]<http://www.palibrary.org/pails/>



From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Deborah Luchenbill
Sent: Wednesday, September 13, 2017 2:45 PM
To: Evergreen Discussion Group <open-ils-general@list.georgialibraries.org>
Subject: Re: [OPEN-ILS-GENERAL] Question about a small library without a 
catalog to migrate

We had two libraries that came into Missouri Evergreen un-automated and without 
a usable shelf list.  (A usable shelf list could be sent off to Backstage or 
somewhere to be turned into MARC...but they still would have to touch every 
item to put a barcode on it.)  In both instances, we set up their org unit and 
made it invisible and unavailable for filling holds from other libraries.  They 
took each item, barcoded it, and cataloged it/attached it to existing records.  
We also got everything set up for settings/policies/etc.  When they were all 
finished with the cataloging, we flipped them to visible and holdable.  They 
registered patrons and gave them cards as the patrons came in.

Best,
Debbie


Debbie Luchenbill
Evergreen Coordinator
MOBIUS
111 E. Broadway, Ste. 220
Columbia, MO  65203
deb...@mobiusconsortium.org<mailto:debo...@mobiusconsortium.org>
573-234-4914
https://mobiusconsortium.org<http://mobiusconsortium.org>
Missouri Evergreen Help Desk: 
h...@mobiusconsortium.org<mailto:h...@mobiusconsortium.org> / 877-312-3517
http://libraries.missourievergreen.org<http://libraries.missourievergreen.org/>

On Wed, Sep 13, 2017 at 12:50 PM, Schooff, Rose (LVA) 
<rose.scho...@lva.virginia.gov<mailto:rose.scho...@lva.virginia.gov>> wrote:

Up until now we have only dealt with libraries that had established catalogs.  
I now have a very small library that only has a card catalog and their books 
are not barcoded.

Where do I start?  I know the new librarian has started with weeding and that 
is always my first suggested step.

Do we barcode the books first or as they are added to the Virginia Evergreen 
Libraries catalog?

I would think they would register patrons as they borrow books.

Any help would be appreciated.  Thanks.

—
Rose M. Schooff
Technology Consultant
Library Development and Networking
The Library of Virginia
800 E. Broad 
Street<https://maps.google.com/?q=800+E.+Broad+Street%0D+Richmond,+VA+%C2%A023219+%0D+804=gmail=g>
Richmond, VA 
<https://maps.google.com/?q=800+E.+Broad+Street%0D+Richmond,+VA+%C2%A023219+%0D+804=gmail=g>
  
23219<https://maps.google.com/?q=800+E.+Broad+Street%0D+Richmond,+VA+%C2%A023219+%0D+804=gmail=g>
804-692-3772<tel:(804)%20692-3772>
804-310-7901<tel:(804)%20310-7901>

Re: [OPEN-ILS-GENERAL] Question about a small library without a catalog to migrate

[Janet Schrader]

Hi Rose,

I've worked with several libraries that added collections manually.

Weeding is an excellent first step. Then deciding on locations. I recommend
the fewer the better and use call numbers to designate where in the
location items are.

Do *not* barcode first. Barcode as the items are entered into the system.
If you barcode first you won't know what's in or not (know this from
experience). Also be sure not to confuse patron barcodes with item ones.

Buy a scanner(s) that will read the ISBNs or UPC codes on the items and the
barcodes you're using.

Make sure the item templates are correct and everyone adding items uses the
same ones. Create a set and export/import if there's more than one login.

I think the easiest thing to start with is adult fiction. These titles are
usually very straight forward. Then adult nonfiction, juvenile fiction and
nonfiction, picture books, audiobooks, paperbacks, DVDs, and music CDs. I
think that's the order of complexity for identifying matching bib records.

Get a sheet or sheets of bright construction paper and use it to stick
between the last item entered and the next. That way if more than one
person works on the collection each knows where to continue.

If you have to use volunteers, use ones you can trust to follow the rules,
no deviations in how to enter call numbers, consistent schedule for
working.

If call number patterns are not consistent, now's a great time to make sure
they are. I'm working with a library now that had 6 different patterns for
audiobook and 5 different ones for picture book.

You can run a report and open it in Excel to sort by barcodes, helps to
find incorrect ones that are too long or too short or are ISBNs (it
happens).



Janet

On Wed, Sep 13, 2017 at 1:50 PM, Schooff, Rose (LVA) <
rose.scho...@lva.virginia.gov> wrote:

>
> Up until now we have only dealt with libraries that had established
> catalogs.  I now have a very small library that only has a card catalog and
> their books are not barcoded.
>
> Where do I start?  I know the new librarian has started with weeding and
> that is always my first suggested step.
>
> Do we barcode the books first or as they are added to the Virginia
> Evergreen Libraries catalog?
>
> I would think they would register patrons as they borrow books.
>
> Any help would be appreciated.  Thanks.
>
> —
> Rose M. Schooff
> Technology Consultant
> Library Development and Networking
> The Library of Virginia
> 800 E. Broad Street
> Richmond, VA  23219
> 804-692-3772 <(804)%20692-3772>
> 804-310-7901 <(804)%20310-7901>
>
>


-- 
Janet Schrader
BIbliographic Services Supervisor
C/W MARS Inc.
67 Millbrook Street, Suite 201
Worcester, MA
tel: 508-755-3323 ext. 325
fax: 508-757-7801

Re: [OPEN-ILS-GENERAL] Question about a small library without a catalog to migrate

[Schooff, Rose (LVA)]

So they brought each book in as if they were cataloging a stack of new books.  
That was my other question – if you have volunteers, do you go ahead and do 
batch barcoding or do it one by one as you are cataloging?
—
Rose M. Schooff
Technology Consultant
Library Development and Networking
The Library of Virginia
800 E. Broad Street
Richmond, VA  23219
804-692-3772
804-310-7901


We had two libraries that came into Missouri Evergreen un-automated and without 
a usable shelf list.  (A usable shelf list could be sent off to Backstage or 
somewhere to be turned into MARC...but they still would have to touch every 
item to put a barcode on it.)  In both instances, we set up their org unit and 
made it invisible and unavailable for filling holds from other libraries.  They 
took each item, barcoded it, and cataloged it/attached it to existing records.  
We also got everything set up for settings/policies/etc.  When they were all 
finished with the cataloging, we flipped them to visible and holdable.  They 
registered patrons and gave them cards as the patrons came in.

Best,
Debbie


Debbie Luchenbill
Evergreen Coordinator
MOBIUS
111 E. Broadway, Ste. 220
Columbia, MO  65203
deb...@mobiusconsortium.org
573-234-4914
https://mobiusconsortium.org
Missouri Evergreen Help Desk: 
h...@mobiusconsortium.org / 877-312-3517
http://libraries.missourievergreen.org

On Wed, Sep 13, 2017 at 12:50 PM, Schooff, Rose (LVA) 
> wrote:

Up until now we have only dealt with libraries that had established catalogs.  
I now have a very small library that only has a card catalog and their books 
are not barcoded.

Where do I start?  I know the new librarian has started with weeding and that 
is always my first suggested step.

Do we barcode the books first or as they are added to the Virginia Evergreen 
Libraries catalog?

I would think they would register patrons as they borrow books.

Any help would be appreciated.  Thanks.

—
Rose M. Schooff
Technology Consultant
Library Development and Networking
The Library of Virginia
800 E. Broad 
Street
Richmond, VA 

  
23219
804-692-3772
804-310-7901

Re: [OPEN-ILS-GENERAL] Question about a small library without a catalog to migrate

[Deborah Luchenbill]

We had two libraries that came into Missouri Evergreen un-automated and
without a usable shelf list.  (A usable shelf list could be sent off to
Backstage or somewhere to be turned into MARC...but they still would have
to touch every item to put a barcode on it.)  In both instances, we set up
their org unit and made it invisible and unavailable for filling holds from
other libraries.  They took each item, barcoded it, and cataloged
it/attached it to existing records.  We also got everything set up for
settings/policies/etc.  When they were all finished with the cataloging, we
flipped them to visible and holdable.  They registered patrons and gave
them cards as the patrons came in.

Best,
Debbie


Debbie Luchenbill
Evergreen Coordinator
MOBIUS
111 E. Broadway, Ste. 220
Columbia, MO  65203
deb...@mobiusconsortium.org 
573-234-4914
https://mobiusconsortium.org 
Missouri Evergreen Help Desk: h...@mobiusconsortium.org / 877-312-3517
http://libraries.missourievergreen.org

On Wed, Sep 13, 2017 at 12:50 PM, Schooff, Rose (LVA) <
rose.scho...@lva.virginia.gov> wrote:

>
> Up until now we have only dealt with libraries that had established
> catalogs.  I now have a very small library that only has a card catalog and
> their books are not barcoded.
>
> Where do I start?  I know the new librarian has started with weeding and
> that is always my first suggested step.
>
> Do we barcode the books first or as they are added to the Virginia
> Evergreen Libraries catalog?
>
> I would think they would register patrons as they borrow books.
>
> Any help would be appreciated.  Thanks.
>
> —
> Rose M. Schooff
> Technology Consultant
> Library Development and Networking
> The Library of Virginia
> 800 E. Broad Street
> 
> Richmond, VA
> 
>  23219
> 
> 804-692-3772 <(804)%20692-3772>
> 804-310-7901 <(804)%20310-7901>
>
>

Re: [OPEN-ILS-GENERAL] Question about a small library without a catalog to migrate

[Tim Spindler]

We have brought a number of small libraries like this into C/W MARS.  We
require the libraries to have 80% of their collection in the system and
their patrons entered before they can circulate on the ILS.  Part of the
reason for requiring the collection to be in the system is we have found
that patrons can get very frustrated if they find a lot of items are not in
the system.  The libraries we are bringing on board generally do a patron
registration drive also to get them into the system.

Tim Spindler
Executive Director
C/W MARS

On Wed, Sep 13, 2017 at 1:50 PM, Schooff, Rose (LVA) <
rose.scho...@lva.virginia.gov> wrote:

>
> Up until now we have only dealt with libraries that had established
> catalogs.  I now have a very small library that only has a card catalog and
> their books are not barcoded.
>
> Where do I start?  I know the new librarian has started with weeding and
> that is always my first suggested step.
>
> Do we barcode the books first or as they are added to the Virginia
> Evergreen Libraries catalog?
>
> I would think they would register patrons as they borrow books.
>
> Any help would be appreciated.  Thanks.
>
> —
> Rose M. Schooff
> Technology Consultant
> Library Development and Networking
> The Library of Virginia
> 800 E. Broad Street
> 
> Richmond, VA
> 
>  23219
> 
> 804-692-3772 <(804)%20692-3772>
> 804-310-7901 <(804)%20310-7901>
>
>


-- 
Tim Spindler
tjspind...@gmail.com

*P**   Go Green - **Save a tree! Please don't print this e-mail unless it's
really necessary.*

Re: [OPEN-ILS-GENERAL] Question about a small library without a catalog to migrate

[Petar Datsov]

Nmmmb

On Sep 13, 2017 1:06 PM, "Schooff, Rose (LVA)" <
rose.scho...@lva.virginia.gov> wrote:

>
> Up until now we have only dealt with libraries that had established
> catalogs.  I now have a very small library that only has a card catalog and
> their books are not barcoded.
>
> Where do I start?  I know the new librarian has started with weeding and
> that is always my first suggested step.
>
> Do we barcode the books first or as they are added to the Virginia
> Evergreen Libraries catalog?
>
> I would think they would register patrons as they borrow books.
>
> Any help would be appreciated.  Thanks.
>
> —
> Rose M. Schooff
> Technology Consultant
> Library Development and Networking
> The Library of Virginia
> 800 E. Broad Street
> 
> Richmond, VA
> 
>  23219
> 
> 804-692-3772 <(804)%20692-3772>
> 804-310-7901 <(804)%20310-7901>
>
>

[OPEN-ILS-GENERAL] Question about a small library without a catalog to migrate

[Schooff, Rose (LVA)]

Up until now we have only dealt with libraries that had established catalogs.  
I now have a very small library that only has a card catalog and their books 
are not barcoded.

Where do I start?  I know the new librarian has started with weeding and that 
is always my first suggested step.

Do we barcode the books first or as they are added to the Virginia Evergreen 
Libraries catalog?

I would think they would register patrons as they borrow books.

Any help would be appreciated.  Thanks.

—
Rose M. Schooff
Technology Consultant
Library Development and Networking
The Library of Virginia
800 E. Broad Street
Richmond, VA  23219
804-692-3772
804-310-7901

Re: [OPEN-ILS-GENERAL] Question on Patron Hold Limit

[Joan Kranich]

Hi,

C/W MARS has a consortium wide limit of 20 Holds.  The 20 Holds includes frozen 
Holds.  We set this in the Hold Policies as described in Jordan’s email.

Joan

Joan Kranich
Member Services Supervisor
C/W MARS, Inc.
508-755-3323, ext. 321 or ext. 1

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Aubrey 
Area Library
Sent: Wednesday, June 22, 2016 12:23 PM
To: Evergreen Discussion Group <open-ils-general@list.georgialibraries.org>
Subject: Re: [OPEN-ILS-GENERAL] Question on Patron Hold Limit

Hello Amy,

I have never set one consortium wide but I imagine it is no different that 
setting one for an individual library.

What you are looking for is located in Admin-->Local Admin-->Hold Policies. You 
can limit the total number of requests placed. I looked over the settings and I 
believe it treats all requests (title/copy/volume) the same. As for you patrons 
who already have items requested that exceed your proposed limit I believe that 
it will still requesting those 30 items but they will not be able to request 
additional items until their number of requests get below 5 or whatever your 
new limit is.

I hope this helps and anyone correct me if I am wrong.

Thanks,
Jordan
Aubrey Area Library

On Wed, Jun 22, 2016 at 10:47 AM, Amy Terlaga 
<terl...@biblio.org<mailto:terl...@biblio.org>> wrote:
Hi all--
We here at Bibliomation *think* there is a way in Evergreen to set consortially 
a limit on the total number of hold requests that can be placed for patrons.  
For instance, we're thinking of restricting it to 5 total at one time for all 
patrons.
Has anyone on the list limited the number of total requests?  Can it be done 
for just title requests?  What happens to those patrons that already have, say, 
30 requests, and we put this into place?  Do they have to wait until their 
requests get down to 4 before another one will go through?
Any information provided on this feature would be greatly appreciated.  Since 
we're not even sure if this feature exists, we have no idea how to set it.
Thanks!
Amy

--
+=+=+=+=+=+=+=+=+=+=+=+=+=+=+=+
Amy Terlaga
Director of Member Services
Bibliomation, Inc.
24 Wooster Avenue
Waterbury, CT  06708
(203)577-4070 x101<tel:%28203%29577-4070%20x101>
terl...@biblio.org<mailto:terl...@biblio.org>



--

If you need further assistance, please contact the library at 940-365-9162 or 
send a reply email.
Thank You, The Library Staff

226 Countryside Dr., Aubrey, TX 76227

Re: [OPEN-ILS-GENERAL] Question on Patron Hold Limit

[Amy Terlaga]

Thanks to all for your responses!  Much appreciated.

Amy

On Wed, Jun 22, 2016 at 11:47 AM, Amy Terlaga  wrote:

> Hi all--
>
> We here at Bibliomation *think* there is a way in Evergreen to set
> consortially a limit on the total number of hold requests that can be
> placed for patrons.  For instance, we're thinking of restricting it to 5
> total at one time for all patrons.
>
> Has anyone on the list limited the number of total requests?  Can it be
> done for just title requests?  What happens to those patrons that already
> have, say, 30 requests, and we put this into place?  Do they have to wait
> until their requests get down to 4 before another one will go through?
>
> Any information provided on this feature would be greatly appreciated.
> Since we're not even sure if this feature exists, we have no idea how to
> set it.
>
> Thanks!
> Amy
>
> --
> +=+=+=+=+=+=+=+=+=+=+=+=+=+=+=+
> Amy Terlaga
> Director of Member Services
> Bibliomation, Inc.
> 24 Wooster Avenue
> Waterbury, CT  06708
> (203)577-4070 x101
> terl...@biblio.org
>



-- 
+=+=+=+=+=+=+=+=+=+=+=+=+=+=+=+
Amy Terlaga
Director of Member Services
Bibliomation, Inc.
24 Wooster Avenue
Waterbury, CT  06708
(203)577-4070 x101
terl...@biblio.org

Re: [OPEN-ILS-GENERAL] Question on Patron Hold Limit

[Deanna Frazee]

I limited holds for our patrons to 15 a couple of years ago.  I do not recall 
seeing a way to limit by the type of hold, but I wasn’t really looking for 
that.  I just wanted to stop people from putting an insane number of items on 
hold and then having to tell them that they could only check out 10 of the 25 
items that had triggered.

For the patrons that already had more than the limit, their existing holds 
stayed put.  But they were not able to place more items on hold until those 
cleared down below the limit.  Our only issue was that we initially set the 
limit to 10, which was too low since people can place holds on pre-pub items.

Of course, we are just a two-branch library so this information may not work 
the same in a consortial setting.

Good luck!
Deanna

Deanna Frazee
Director of Library Services
Killeen City Library System
City of Killeen, Texas
254-501-8995 (office)
254-501-7704 (fax)
dfra...@killeentexas.gov<mailto:http://dfra...@killeentexas.gov>
www.killeentexas.gov<http://www.killeentexas.gov/>

Dedicated Service – Every Day, for Everyone!



From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Amy 
Terlaga
Sent: Wednesday, June 22, 2016 10:48 AM
To: Evergreen Discussion Group
Subject: [OPEN-ILS-GENERAL] Question on Patron Hold Limit

Hi all--
We here at Bibliomation *think* there is a way in Evergreen to set consortially 
a limit on the total number of hold requests that can be placed for patrons.  
For instance, we're thinking of restricting it to 5 total at one time for all 
patrons.
Has anyone on the list limited the number of total requests?  Can it be done 
for just title requests?  What happens to those patrons that already have, say, 
30 requests, and we put this into place?  Do they have to wait until their 
requests get down to 4 before another one will go through?
Any information provided on this feature would be greatly appreciated.  Since 
we're not even sure if this feature exists, we have no idea how to set it.
Thanks!
Amy

--
+=+=+=+=+=+=+=+=+=+=+=+=+=+=+=+
Amy Terlaga
Director of Member Services
Bibliomation, Inc.
24 Wooster Avenue
Waterbury, CT  06708
(203)577-4070 x101
terl...@biblio.org<mailto:terl...@biblio.org>

Re: [OPEN-ILS-GENERAL] Question on Patron Hold Limit

[Elaine Hardy]

Evegreen does inform the patron when the hold limit is reached and no
further holds are allowed until you drop below the limit. I have been
placing a lot of holds lately to fix records or assign parts so I've hit
the 50 limit often. As soon as even one hold is checked out to me I can
place anothe. It even stops recall -- if I recall multiple items at once,
it only places holds for those slots left. So if I have 5 holds left, and
try to recall seven, 5 are held and I'm informed 2 could not. Works well

Elaine
On Jun 22, 2016 12:23 PM, "Aubrey Area Library" 
wrote:

> Hello Amy,
>
>
>
> I have never set one consortium wide but I imagine it is no different that
> setting one for an individual library.
>
>
>
> What you are looking for is located in Admin-->Local Admin-->Hold
> Policies. You can limit the total number of requests placed. I looked over
> the settings and I believe it treats all requests (title/copy/volume) the
> same. As for you patrons who already have items requested that exceed your
> proposed limit I believe that it will still requesting those 30 items but
> they will not be able to request additional items until their number of
> requests get below 5 or whatever your new limit is.
>
>
>
> I hope this helps and anyone correct me if I am wrong.
>
>
>
> Thanks,
>
> Jordan
>
> Aubrey Area Library
>
> On Wed, Jun 22, 2016 at 10:47 AM, Amy Terlaga  wrote:
>
>> Hi all--
>>
>> We here at Bibliomation *think* there is a way in Evergreen to set
>> consortially a limit on the total number of hold requests that can be
>> placed for patrons.  For instance, we're thinking of restricting it to 5
>> total at one time for all patrons.
>>
>> Has anyone on the list limited the number of total requests?  Can it be
>> done for just title requests?  What happens to those patrons that already
>> have, say, 30 requests, and we put this into place?  Do they have to wait
>> until their requests get down to 4 before another one will go through?
>>
>> Any information provided on this feature would be greatly appreciated.
>> Since we're not even sure if this feature exists, we have no idea how to
>> set it.
>>
>> Thanks!
>> Amy
>>
>> --
>> +=+=+=+=+=+=+=+=+=+=+=+=+=+=+=+
>> Amy Terlaga
>> Director of Member Services
>> Bibliomation, Inc.
>> 24 Wooster Avenue
>> Waterbury, CT  06708
>> (203)577-4070 x101
>> terl...@biblio.org
>>
>
>
>
> --
>
> If you need further assistance, please contact the library at 940-365-9162
> or send a reply email.
> Thank You, The Library Staff
>
> 226 Countryside Dr., Aubrey, TX 76227
>
>
>

Re: [OPEN-ILS-GENERAL] Question on Patron Hold Limit

[Terran McCanna]

PINES has a consortium-wide limit of 50, and I believe it works the way
Jordan described.

Terran McCanna
PINES Program Manager
Georgia Public Library Service
1800 Century Place, Suite 150
Atlanta, GA 30345
404-235-7138
tmcca...@georgialibraries.org


On Wed, Jun 22, 2016 at 11:47 AM, Amy Terlaga  wrote:

> Hi all--
>
> We here at Bibliomation *think* there is a way in Evergreen to set
> consortially a limit on the total number of hold requests that can be
> placed for patrons.  For instance, we're thinking of restricting it to 5
> total at one time for all patrons.
>
> Has anyone on the list limited the number of total requests?  Can it be
> done for just title requests?  What happens to those patrons that already
> have, say, 30 requests, and we put this into place?  Do they have to wait
> until their requests get down to 4 before another one will go through?
>
> Any information provided on this feature would be greatly appreciated.
> Since we're not even sure if this feature exists, we have no idea how to
> set it.
>
> Thanks!
> Amy
>
> --
> +=+=+=+=+=+=+=+=+=+=+=+=+=+=+=+
> Amy Terlaga
> Director of Member Services
> Bibliomation, Inc.
> 24 Wooster Avenue
> Waterbury, CT  06708
> (203)577-4070 x101
> terl...@biblio.org
>

Re: [OPEN-ILS-GENERAL] Question on Patron Hold Limit

[Aubrey Area Library]

Hello Amy,



I have never set one consortium wide but I imagine it is no different that
setting one for an individual library.



What you are looking for is located in Admin-->Local Admin-->Hold Policies.
You can limit the total number of requests placed. I looked over the
settings and I believe it treats all requests (title/copy/volume) the same.
As for you patrons who already have items requested that exceed your
proposed limit I believe that it will still requesting those 30 items but
they will not be able to request additional items until their number of
requests get below 5 or whatever your new limit is.



I hope this helps and anyone correct me if I am wrong.



Thanks,

Jordan

Aubrey Area Library

On Wed, Jun 22, 2016 at 10:47 AM, Amy Terlaga  wrote:

> Hi all--
>
> We here at Bibliomation *think* there is a way in Evergreen to set
> consortially a limit on the total number of hold requests that can be
> placed for patrons.  For instance, we're thinking of restricting it to 5
> total at one time for all patrons.
>
> Has anyone on the list limited the number of total requests?  Can it be
> done for just title requests?  What happens to those patrons that already
> have, say, 30 requests, and we put this into place?  Do they have to wait
> until their requests get down to 4 before another one will go through?
>
> Any information provided on this feature would be greatly appreciated.
> Since we're not even sure if this feature exists, we have no idea how to
> set it.
>
> Thanks!
> Amy
>
> --
> +=+=+=+=+=+=+=+=+=+=+=+=+=+=+=+
> Amy Terlaga
> Director of Member Services
> Bibliomation, Inc.
> 24 Wooster Avenue
> Waterbury, CT  06708
> (203)577-4070 x101
> terl...@biblio.org
>



-- 

If you need further assistance, please contact the library at 940-365-9162
or send a reply email.
Thank You, The Library Staff

226 Countryside Dr., Aubrey, TX 76227

[OPEN-ILS-GENERAL] Question on Patron Hold Limit

[Amy Terlaga]

Hi all--

We here at Bibliomation *think* there is a way in Evergreen to set
consortially a limit on the total number of hold requests that can be
placed for patrons.  For instance, we're thinking of restricting it to 5
total at one time for all patrons.

Has anyone on the list limited the number of total requests?  Can it be
done for just title requests?  What happens to those patrons that already
have, say, 30 requests, and we put this into place?  Do they have to wait
until their requests get down to 4 before another one will go through?

Any information provided on this feature would be greatly appreciated.
Since we're not even sure if this feature exists, we have no idea how to
set it.

Thanks!
Amy

-- 
+=+=+=+=+=+=+=+=+=+=+=+=+=+=+=+
Amy Terlaga
Director of Member Services
Bibliomation, Inc.
24 Wooster Avenue
Waterbury, CT  06708
(203)577-4070 x101
terl...@biblio.org

Re: [OPEN-ILS-GENERAL] Question on Suppression

[Donald Butterworth]

Great! Thanks Eva.

On Thu, Mar 10, 2016 at 8:21 AM, Cerninakova Eva  wrote:

> Hi Donald,
>
> It is possible to to set up desired subject fields in TPAC template
> subject.tt2  (/openils/var/template/opac/parts/record/subject.tt2). For the
> series fields it is series.tt2.
>
> Eva
>
>
>
>
>
>
>
>
> ---
> Mgr. Eva Cerniňáková
> cer...@jabok.cz
> Tel. +420 211 222 409
>
> Knihovna Jabok
> http:/knihovna.jabok.cuni.cz 
> Tel.  +420 211 222 410
>
> Jabok - Vyšší odborná škola sociálně pedagogická a teologická
> Salmovská 8, 120 00 Praha 2
>
>
> 2016-03-10 13:58 GMT+01:00 Donald Butterworth <
> don.butterwo...@asburyseminary.edu>:
>
>> Hi All,
>>
>> Is there a quick and easy way to suppress all subjects that are not
>> official Library of Congress subject (6XX with a second indicator of zero)
>> from the Record Summary screen? We are not interested in either indexing or
>> displaying subjects from the National Library of Medicine, or any of the
>> other National Library subjects that are routinely added to LC MARC
>> records.
>>
>> Ditto, the 490 and 491 series fields.
>>
>> Thanks!
>>
>> Don
>>
>>
>>
>> --
>> Don Butterworth
>> Collection Management Librarian /
>> Faculty Associate
>> B.L. Fisher Library
>> Asbury Theological Seminary
>> don.butterwo...@asburyseminary.edu
>> (859) 858-2227
>>
>
>


-- 
Don Butterworth
Collection Management Librarian /
Faculty Associate
B.L. Fisher Library
Asbury Theological Seminary
don.butterwo...@asburyseminary.edu
(859) 858-2227

Re: [OPEN-ILS-GENERAL] Question on Suppression

[Cerninakova Eva]

Hi Donald,

It is possible to to set up desired subject fields in TPAC template
subject.tt2  (/openils/var/template/opac/parts/record/subject.tt2). For the
series fields it is series.tt2.

Eva








---
Mgr. Eva Cerniňáková
cer...@jabok.cz
Tel. +420 211 222 409

Knihovna Jabok
http:/knihovna.jabok.cuni.cz 
Tel.  +420 211 222 410

Jabok - Vyšší odborná škola sociálně pedagogická a teologická
Salmovská 8, 120 00 Praha 2


2016-03-10 13:58 GMT+01:00 Donald Butterworth <
don.butterwo...@asburyseminary.edu>:

> Hi All,
>
> Is there a quick and easy way to suppress all subjects that are not
> official Library of Congress subject (6XX with a second indicator of zero)
> from the Record Summary screen? We are not interested in either indexing or
> displaying subjects from the National Library of Medicine, or any of the
> other National Library subjects that are routinely added to LC MARC
> records.
>
> Ditto, the 490 and 491 series fields.
>
> Thanks!
>
> Don
>
>
>
> --
> Don Butterworth
> Collection Management Librarian /
> Faculty Associate
> B.L. Fisher Library
> Asbury Theological Seminary
> don.butterwo...@asburyseminary.edu
> (859) 858-2227
>

[OPEN-ILS-GENERAL] Question on Suppression

[Donald Butterworth]

Hi All,

Is there a quick and easy way to suppress all subjects that are not
official Library of Congress subject (6XX with a second indicator of zero)
from the Record Summary screen? We are not interested in either indexing or
displaying subjects from the National Library of Medicine, or any of the
other National Library subjects that are routinely added to LC MARC
records.

Ditto, the 490 and 491 series fields.

Thanks!

Don



-- 
Don Butterworth
Collection Management Librarian /
Faculty Associate
B.L. Fisher Library
Asbury Theological Seminary
don.butterwo...@asburyseminary.edu
(859) 858-2227

Re: [OPEN-ILS-GENERAL] Question about best practices....

[Tony Bandy]

Morning everyone,

Thanks so much for your responses and information!  I'm still holding out that 
sprint 2 may have some surprises in this area!

--Tony

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Tony 
Bandy
Sent: Monday, February 23, 2015 5:46 PM
To: Evergreen Discussion Group
Subject: [OPEN-ILS-GENERAL] Question about best practices

snip

Re: [OPEN-ILS-GENERAL] Question about best practices....

[Jason Stephenson]

Our catalogers usually put them in the bucket and do reasonable sized
batches. Sometimes they open a local help desk ticket and ask staff
with database/backend access to write a script to do it.

Note that reasonable sized varies depending on circumstances.

Hopefully, the web staff client does a better job with large batches.
It certainly has the potential to do so.



--
Jason Stephenson
Assistant Director for Technology Services
Merrimack Valley Library Consortium
1600 Osgood ST, Suite 2094
North Andover, MA 01845
Phone: 978-557-5891
Email: jstephen...@mvlc.org

[OPEN-ILS-GENERAL] Question about best practices....

[Tony Bandy]

Hello everyone,

This group has been very helpful with all of my questions, so if I may, just 
throw one out there to get folks opinions, best practices, etc., I would be 
grateful!



In the case of our consortium, several time our catalogers need to update 2-3k 
records at a time, usually to alter a fixed field in the copy record.  I know 
that we can upload a list of barcodes via the staff client and then put them 
into a copy bucket to do batch edits.  Realistically however, at least in cases 
I've tried, we're finding out that this doesn't really work too well, except in 
small numbers of records.

What does everyone do if you need to update thousands of records at time?  Is 
this something that is being considered for the web client, now that sprint 2 
is the next target?  I do realize that it's possible to jump down via the 
console and do things via SQL, but given the skill set needed to run operations 
like that, not too practical to expect catalogers and other library staff to 
have the time and knowledge to do this.

Any workarounds, etc. that you may have come up with would be appreciated!!!

--Tony

Tony Bandy
to...@ohionet.orgmailto:to...@ohionet.org
OHIONET
1500 West Lane Ave.
Columbus, OH  43221-3975
614-486-2966 x19

Re: [OPEN-ILS-GENERAL] Question about best practices....

[Jane Sandberg]

I typically use a pretty round-about process for batch updating bib
records.  It's worked out really well for me so far, but I know that
it doesn't really help with the item record updates that your
catalogers do.

Here's what I do:

1. Create a report template with the first column containing the bib
record's TCN.
2. Create a report using that template in the CSV format.
3. Go to Cataloging  Batch Import/Export, and upload the report
containing all those TCNs.
4. Evergreen will produce a file containing all the appropriate MARC records.
5. Use MarcEdit (http://marcedit.reeset.net/) to make the desired changes.
6. Re-import the records into Evergreen, with an appropriate merge
profile applied on exact matches (901c) only.

I'm curious to see what others are doing.  Thanks for asking this, Tony!

-Jane

On Mon, Feb 23, 2015 at 2:45 PM, Tony Bandy to...@ohionet.org wrote:
 Hello everyone,



 This group has been very helpful with all of my questions, so if I may, just
 throw one out there to get folks opinions, best practices, etc., I would be
 grateful!



 



 In the case of our consortium, several time our catalogers need to update
 2-3k records at a time, usually to alter a fixed field in the copy record.
 I know that we can upload a list of barcodes via the staff client and then
 put them into a copy bucket to do batch edits.  Realistically however, at
 least in cases I’ve tried, we’re finding out that this doesn’t really work
 too well, except in small numbers of records.



 What does everyone do if you need to update thousands of records at time?
 Is this something that is being considered for the web client, now that
 sprint 2 is the next target?  I do realize that it’s possible to jump down
 via the console and do things via SQL, but given the skill set needed to run
 operations like that, not too practical to expect catalogers and other
 library staff to have the time and knowledge to do this.



 Any workarounds, etc. that you may have come up with would be appreciated!!!



 --Tony



 Tony Bandy

 to...@ohionet.org

 OHIONET

 1500 West Lane Ave.

 Columbus, OH  43221-3975

 614-486-2966 x19





-- 
Jane Sandberg
Electronic Resources Librarian
Linn-Benton Community College
sand...@linnbenton.edu / 541-917-4655

Re: [OPEN-ILS-GENERAL] Question about messages on patron accounts

[Dale, Dawn]

Thanks, Erica! I wasn't aware of that.

Dawn Dale
PINES Helpdesk Manager
Georgia Public Library Service
1800 Century Place
Suite 150
Atlanta, GA 30345
404-235-7136
dd...@georgialibraries.org

- Original Message -
From: Erica Rohlfs eroh...@esilibrary.com
To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org
Sent: Thursday, April 10, 2014 5:03:29 PM
Subject: Re: [OPEN-ILS-GENERAL] Question about messages on patron accounts





Hi Deana! 



Are you referring to the notes/alerts/blocks listed under Messages within the 
patron account? You can control how far out into your system staff members see 
these notes and alerts under Standing Penalties. Admin - Local Administration 
- Standing Penalties. You will want to specify the org_depth for the penalty 
in question. What I am noticing, though, is that the adjustment to the 
org_depth does not retroactively make the notes visible further out in the 
system. It will only apply to the notes or alerts I add after I adjust my 
org_depth. Perhaps others out there know a trick or two to get the older 
messages to display further out into your system? 

Does this help? 



Erica 



On Thu, Apr 10, 2014 at 4:26 PM, Deana Cunningham  
deana.cunning...@granvillecounty.org  wrote: 




Hi all, 


Myself and another staff member were looking at the same patron account at the 
same time yesterday and had two different sets of notes show up! Are notes, 
alerts and messages specific to the branch where they were placed? 


System generated messages show up in both locations (and are preceded by the 
abbreviation for our library system). Notes by staff are preceded by the 
abbreviation for the branch where the workstation was registered. Is there a 
library setting somewhere to make these visible across all our branches? 


Thanks - again! 


Deana 



Deana Cunningham 
Branch Manager, South Branch Library 
1550 S. Campus Dr. 
Creedmoor, NC 27522 
Phone: (919) 528-1752 
Fax: (919) 528-1376 
deana.cunning...@granvillecounty.org 



-- 

Erica Rohlfs
Education Librarian
Equinox Software Inc. / The Open Source Experts 
Phone: 770-709-5572 | 1-877-OPEN-ILS (673-6457) x5572
Email: eroh...@esilibrary.com Web: http://www.esilibrary.com 

[OPEN-ILS-GENERAL] Question about messages on patron accounts

[Deana Cunningham]

Hi all,

Myself and another staff member were looking at the same patron account at the 
same time yesterday and had two different sets of notes show up! Are notes, 
alerts and messages specific to the branch where they were placed?

System generated messages show up in both locations (and are preceded by the 
abbreviation for our library system). Notes by staff are preceded by the 
abbreviation for the branch where the workstation was registered. Is there a 
library setting somewhere to make these visible across all our branches?

Thanks - again!

Deana

Deana Cunningham
Branch Manager, South Branch Library
1550 S. Campus Dr.
Creedmoor, NC 27522
Phone: (919) 528-1752
Fax: (919) 528-1376
deana.cunning...@granvillecounty.org

Re: [OPEN-ILS-GENERAL] Question about messages on patron accounts

[Erica Rohlfs]

Hi Deana!



Are you referring to the notes/alerts/blocks listed under Messages within
the patron account? You can control how far out into your system staff
members see these notes and alerts under Standing Penalties. Admin - Local
Administration - Standing Penalties. You will want to specify the
org_depth for the penalty in question. What I am noticing, though, is that
the adjustment to the org_depth does not retroactively make the notes
visible further out in the system. It will only apply to the notes or
alerts I add after I adjust my org_depth. Perhaps others out there know a
trick or two to get the older messages to display further out into your
system?

Does this help?



Erica


On Thu, Apr 10, 2014 at 4:26 PM, Deana Cunningham 
deana.cunning...@granvillecounty.org wrote:

  Hi all,

  Myself and another staff member were looking at the same patron account
 at the same time yesterday and had two different sets of notes show up! Are
 notes, alerts and messages specific to the branch where they were placed?

  System generated messages show up in both locations (and are preceded by
 the abbreviation for our library system). Notes by staff are preceded by
 the abbreviation for the branch where the workstation was registered. Is
 there a library setting somewhere to make these visible across all our
 branches?

  Thanks - again!

  Deana

 Deana Cunningham
 Branch Manager, South Branch Library
 1550 S. Campus Dr.
 Creedmoor, NC 27522
 Phone: (919) 528-1752
 Fax: (919) 528-1376
 deana.cunning...@granvillecounty.org




-- 

Erica Rohlfs
Education Librarian
Equinox Software Inc. / The Open Source Experts
Phone: 770-709-5572 | 1-877-OPEN-ILS (673-6457) x5572
Email: eroh...@esilibrary.com
Web: http://www.esilibrary.com

Re: [OPEN-ILS-GENERAL] Question about moving hold positions

[Maria Parker]

Thanks Lise and Lynn. I will try that but will it work on items that have 
already been captured?
Maria

From: open-ils-general-boun...@list.georgialibraries.org 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Lynn 
Floyd
Sent: Monday, March 24, 2014 1:44 PM
To: 'Evergreen Discussion Group'
Subject: Re: [OPEN-ILS-GENERAL] Question about moving hold positions

Also, add a note to the Hold of the first disc, as a reminder to unsuspend the 
hold on the second disc.  You can make the Hold Notes print when you print the 
Hold Receipt.  This is how we usually handle multiple disc/ volumes/series, 
when they come in wanting the entire series. A word of warning, in that the 
hold does count toward the total number of holds a patron can have.

Lynn Floyd
lfl...@andersonlibrary.orgmailto:lfl...@andersonlibrary.org
Anderson County Library
864-260-4500 x181
http://www.andersonlibrary.orghttp://www.andersonlibrary.org/


From: 
open-ils-general-boun...@list.georgialibraries.orgmailto:open-ils-general-boun...@list.georgialibraries.org
 [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Elisabeth Keppler
Sent: Friday, March 21, 2014 7:38 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Question about moving hold positions

There may be a more elegant answer that someone who knows what they're doing 
could tell you, but how about suspending the hold until she's seen the first 
disc?  If her hold is already in the queue, as soon as it's reactivated, she'll 
back in position and won't have to start at the bottom.

Thanks,
Lise Keppler

On Fri, Mar 21, 2014 at 4:06 PM, Maria Parker 
maria.par...@kentonlibrary.orgmailto:maria.par...@kentonlibrary.org wrote:
Greetings,
I am sure this question has come up a lot in the past but right I am trying to 
help a co-worker and both of us are a bit confused about how to move a hold 
down the queue. She had a hold to come but she doesn't need it right now but 
wanted to move down from position 12 to 20 so that she would have time to get 
the first disc in the series before seeing the second disc. I could move her up 
to position 1 or cancel the hold and move her to the bottom of the list. Is 
there something that I am completely missing? This doesn't normally come up so 
I really would like to know.
Thanks a bunch,
Maria

Maria Parker
Circulation Supervisor
Mary Ann Mongan Branch
502 Scott Boulevard
Covington, KY 41011

Telephone: 859-962-4060 ext. 4075tel:859-962-4060%20ext.%204075
Fax :859-261-2676tel:859-261-2676
Email: maria.par...@kentonlibrary.orgmailto:maria.par...@kentonlibrary.org





--
Lise Keppler
Forsyth County Public Library
660 W 5th St
Winston Salem NC 27101
336-703-3070

Re: [OPEN-ILS-GENERAL] Question about moving hold positions

[Elisabeth Keppler]

I don't think it will work on captured holds.  At that point, I think
you'll have to cancel the hold that has already been captured and place a
new one for her.  If she's someone who regularly places tv series on hold,
Lynn's suggestion of teaching her how to suspend and activate her own holds
makes a lot of sense.  She can place however many parts on hold as she
likes and suspend all but the first one.  Then as she watches that one, she
can activate the next.

Thanks,
Lise


On Tue, Mar 25, 2014 at 3:58 PM, Maria Parker 
maria.par...@kentonlibrary.org wrote:

 Thanks Lise and Lynn. I will try that but will it work on items that have
 already been captured?

 Maria



 *From:* open-ils-general-boun...@list.georgialibraries.org [mailto:
 open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Lynn
 Floyd
 *Sent:* Monday, March 24, 2014 1:44 PM

 *To:* 'Evergreen Discussion Group'
 *Subject:* Re: [OPEN-ILS-GENERAL] Question about moving hold positions



 Also, add a note to the Hold of the first disc, as a reminder to unsuspend
 the hold on the second disc.  You can make the Hold Notes print when you
 print the Hold Receipt.  This is how we usually handle multiple disc/
 volumes/series, when they come in wanting the entire series. A word of
 warning, in that the hold does count toward the total number of holds a
 patron can have.



 Lynn Floyd
 lfl...@andersonlibrary.org
 Anderson County Library
 864-260-4500 x181
 http://www.andersonlibrary.org




 *From:* open-ils-general-boun...@list.georgialibraries.org [
 mailto:open-ils-general-boun...@list.georgialibraries.orgopen-ils-general-boun...@list.georgialibraries.org]
 *On Behalf Of *Elisabeth Keppler
 *Sent:* Friday, March 21, 2014 7:38 PM
 *To:* Evergreen Discussion Group
 *Subject:* Re: [OPEN-ILS-GENERAL] Question about moving hold positions



 There may be a more elegant answer that someone who knows what they're
 doing could tell you, but how about suspending the hold until she's seen
 the first disc?  If her hold is already in the queue, as soon as it's
 reactivated, she'll back in position and won't have to start at the bottom.



 Thanks,

 Lise Keppler



 On Fri, Mar 21, 2014 at 4:06 PM, Maria Parker 
 maria.par...@kentonlibrary.org wrote:

 Greetings,

 I am sure this question has come up a lot in the past but right I am
 trying to help a co-worker and both of us are a bit confused about how to
 move a hold down the queue. She had a hold to come but she doesn't need it
 right now but wanted to move down from position 12 to 20 so that she would
 have time to get the first disc in the series before seeing the second
 disc. I could move her up to position 1 or cancel the hold and move her to
 the bottom of the list. Is there something that I am completely missing?
 This doesn't normally come up so I really would like to know.

 Thanks a bunch,

 Maria



 Maria Parker

 Circulation Supervisor

 Mary Ann Mongan Branch

 502 Scott Boulevard

 Covington, KY 41011



 Telephone: 859-962-4060 ext. 4075

 Fax :859-261-2676

 Email: maria.par...@kentonlibrary.org









 --

 Lise Keppler

 Forsyth County Public Library

 660 W 5th St

 Winston Salem NC 27101

 336-703-3070




-- 
Lise Keppler
Forsyth County Public Library
660 W 5th St
Winston Salem NC 27101
336-703-3070

Re: [OPEN-ILS-GENERAL] Question about moving hold positions

[Laurie Love]

Only problem is that (at least in NC Cardinal) ... the DVD's have to have copy 
holds to make sure that you get the correct DVD in the series (volume) and 
copy holds cannot be placed from home.
Laurie Love
Wilkes
(Hi Maria!)

From: open-ils-general-boun...@list.georgialibraries.org 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Elisabeth Keppler
Sent: Tuesday, March 25, 2014 4:44 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Question about moving hold positions

I don't think it will work on captured holds.  At that point, I think you'll 
have to cancel the hold that has already been captured and place a new one for 
her.  If she's someone who regularly places tv series on hold, Lynn's 
suggestion of teaching her how to suspend and activate her own holds makes a 
lot of sense.  She can place however many parts on hold as she likes and 
suspend all but the first one.  Then as she watches that one, she can activate 
the next.

Thanks,
Lise

On Tue, Mar 25, 2014 at 3:58 PM, Maria Parker 
maria.par...@kentonlibrary.orgmailto:maria.par...@kentonlibrary.org wrote:
Thanks Lise and Lynn. I will try that but will it work on items that have 
already been captured?
Maria

From: 
open-ils-general-boun...@list.georgialibraries.orgmailto:open-ils-general-boun...@list.georgialibraries.org
 
[mailto:open-ils-general-boun...@list.georgialibraries.orgmailto:open-ils-general-boun...@list.georgialibraries.org]
 On Behalf Of Lynn Floyd
Sent: Monday, March 24, 2014 1:44 PM

To: 'Evergreen Discussion Group'
Subject: Re: [OPEN-ILS-GENERAL] Question about moving hold positions

Also, add a note to the Hold of the first disc, as a reminder to unsuspend the 
hold on the second disc.  You can make the Hold Notes print when you print the 
Hold Receipt.  This is how we usually handle multiple disc/ volumes/series, 
when they come in wanting the entire series. A word of warning, in that the 
hold does count toward the total number of holds a patron can have.

Lynn Floyd
lfl...@andersonlibrary.orgmailto:lfl...@andersonlibrary.org
Anderson County Library
864-260-4500 x181tel:864-260-4500%20x181
http://www.andersonlibrary.orghttp://www.andersonlibrary.org/


From: 
open-ils-general-boun...@list.georgialibraries.orgmailto:open-ils-general-boun...@list.georgialibraries.org
 [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Elisabeth Keppler
Sent: Friday, March 21, 2014 7:38 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Question about moving hold positions

There may be a more elegant answer that someone who knows what they're doing 
could tell you, but how about suspending the hold until she's seen the first 
disc?  If her hold is already in the queue, as soon as it's reactivated, she'll 
back in position and won't have to start at the bottom.

Thanks,
Lise Keppler

On Fri, Mar 21, 2014 at 4:06 PM, Maria Parker 
maria.par...@kentonlibrary.orgmailto:maria.par...@kentonlibrary.org wrote:
Greetings,
I am sure this question has come up a lot in the past but right I am trying to 
help a co-worker and both of us are a bit confused about how to move a hold 
down the queue. She had a hold to come but she doesn't need it right now but 
wanted to move down from position 12 to 20 so that she would have time to get 
the first disc in the series before seeing the second disc. I could move her up 
to position 1 or cancel the hold and move her to the bottom of the list. Is 
there something that I am completely missing? This doesn't normally come up so 
I really would like to know.
Thanks a bunch,
Maria

Maria Parker
Circulation Supervisor
Mary Ann Mongan Branch
502 Scott Boulevard
Covington, KY 41011

Telephone: 859-962-4060 ext. 4075tel:859-962-4060%20ext.%204075
Fax :859-261-2676tel:859-261-2676
Email: maria.par...@kentonlibrary.orgmailto:maria.par...@kentonlibrary.org





--
Lise Keppler
Forsyth County Public Library
660 W 5th St
Winston Salem NC 27101
336-703-3070tel:336-703-3070



--
Lise Keppler
Forsyth County Public Library
660 W 5th St
Winston Salem NC 27101
336-703-3070

Re: [OPEN-ILS-GENERAL] Question about moving hold positions

[Elisabeth Keppler]

Good point, Laurie.  Do you use parts, Maria?  Laurie's right that patrons
can't place item holds, but they *can* place holds on part records.

Lise


On Tue, Mar 25, 2014 at 5:41 PM, Laurie Love ll...@arlibrary.org wrote:

  Only problem is that (at least in NC Cardinal) ... the DVD's have to have
 copy holds to make sure that you get the correct DVD in the series
 (volume) and copy holds cannot be placed from home.

 Laurie Love

 Wilkes

 (Hi Maria!)



 *From:* open-ils-general-boun...@list.georgialibraries.org [mailto:
 open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Elisabeth
 Keppler
 *Sent:* Tuesday, March 25, 2014 4:44 PM

 *To:* Evergreen Discussion Group
 *Subject:* Re: [OPEN-ILS-GENERAL] Question about moving hold positions



 I don't think it will work on captured holds.  At that point, I think
 you'll have to cancel the hold that has already been captured and place a
 new one for her.  If she's someone who regularly places tv series on hold,
 Lynn's suggestion of teaching her how to suspend and activate her own holds
 makes a lot of sense.  She can place however many parts on hold as she
 likes and suspend all but the first one.  Then as she watches that one, she
 can activate the next.



 Thanks,

 Lise



 On Tue, Mar 25, 2014 at 3:58 PM, Maria Parker 
 maria.par...@kentonlibrary.org wrote:

 Thanks Lise and Lynn. I will try that but will it work on items that have
 already been captured?

 Maria



 *From:* open-ils-general-boun...@list.georgialibraries.org [mailto:
 open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Lynn
 Floyd
 *Sent:* Monday, March 24, 2014 1:44 PM


 *To:* 'Evergreen Discussion Group'
 *Subject:* Re: [OPEN-ILS-GENERAL] Question about moving hold positions



 Also, add a note to the Hold of the first disc, as a reminder to unsuspend
 the hold on the second disc.  You can make the Hold Notes print when you
 print the Hold Receipt.  This is how we usually handle multiple disc/
 volumes/series, when they come in wanting the entire series. A word of
 warning, in that the hold does count toward the total number of holds a
 patron can have.



 Lynn Floyd
 lfl...@andersonlibrary.org
 Anderson County Library
 864-260-4500 x181
 http://www.andersonlibrary.org




 *From:* open-ils-general-boun...@list.georgialibraries.org [
 mailto:open-ils-general-boun...@list.georgialibraries.orgopen-ils-general-boun...@list.georgialibraries.org]
 *On Behalf Of *Elisabeth Keppler
 *Sent:* Friday, March 21, 2014 7:38 PM
 *To:* Evergreen Discussion Group
 *Subject:* Re: [OPEN-ILS-GENERAL] Question about moving hold positions



 There may be a more elegant answer that someone who knows what they're
 doing could tell you, but how about suspending the hold until she's seen
 the first disc?  If her hold is already in the queue, as soon as it's
 reactivated, she'll back in position and won't have to start at the bottom.



 Thanks,

 Lise Keppler



 On Fri, Mar 21, 2014 at 4:06 PM, Maria Parker 
 maria.par...@kentonlibrary.org wrote:

 Greetings,

 I am sure this question has come up a lot in the past but right I am
 trying to help a co-worker and both of us are a bit confused about how to
 move a hold down the queue. She had a hold to come but she doesn't need it
 right now but wanted to move down from position 12 to 20 so that she would
 have time to get the first disc in the series before seeing the second
 disc. I could move her up to position 1 or cancel the hold and move her to
 the bottom of the list. Is there something that I am completely missing?
 This doesn't normally come up so I really would like to know.

 Thanks a bunch,

 Maria



 Maria Parker

 Circulation Supervisor

 Mary Ann Mongan Branch

 502 Scott Boulevard

 Covington, KY 41011



 Telephone: 859-962-4060 ext. 4075

 Fax :859-261-2676

 Email: maria.par...@kentonlibrary.org









 --

 Lise Keppler

 Forsyth County Public Library

 660 W 5th St

 Winston Salem NC 27101

 336-703-3070





 --

 Lise Keppler

 Forsyth County Public Library

 660 W 5th St

 Winston Salem NC 27101

 336-703-3070




-- 
Lise Keppler
Forsyth County Public Library
660 W 5th St
Winston Salem NC 27101
336-703-3070

Re: [OPEN-ILS-GENERAL] Question about moving hold positions

[Lynn Floyd]

Also, add a note to the Hold of the first disc, as a reminder to unsuspend
the hold on the second disc.  You can make the Hold Notes print when you
print the Hold Receipt.  This is how we usually handle multiple disc/
volumes/series, when they come in wanting the entire series. A word of
warning, in that the hold does count toward the total number of holds a
patron can have.  

 

Lynn Floyd 
lfl...@andersonlibrary.org 
Anderson County Library 
864-260-4500 x181 
http://www.andersonlibrary.org http://www.andersonlibrary.org/  
  

 

From: open-ils-general-boun...@list.georgialibraries.org
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of
Elisabeth Keppler
Sent: Friday, March 21, 2014 7:38 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Question about moving hold positions

 

There may be a more elegant answer that someone who knows what they're doing
could tell you, but how about suspending the hold until she's seen the first
disc?  If her hold is already in the queue, as soon as it's reactivated,
she'll back in position and won't have to start at the bottom.

 

Thanks,

Lise Keppler

 

On Fri, Mar 21, 2014 at 4:06 PM, Maria Parker
maria.par...@kentonlibrary.org wrote:

Greetings,

I am sure this question has come up a lot in the past but right I am trying
to help a co-worker and both of us are a bit confused about how to move a
hold down the queue. She had a hold to come but she doesn't need it right
now but wanted to move down from position 12 to 20 so that she would have
time to get the first disc in the series before seeing the second disc. I
could move her up to position 1 or cancel the hold and move her to the
bottom of the list. Is there something that I am completely missing? This
doesn't normally come up so I really would like to know.

Thanks a bunch,

Maria

 

Maria Parker

Circulation Supervisor

Mary Ann Mongan Branch

502 Scott Boulevard

Covington, KY 41011

 

Telephone: 859-962-4060 ext. 4075 tel:859-962-4060%20ext.%204075 

Fax :859-261-2676

Email: maria.par...@kentonlibrary.org

 

 





 

-- 

Lise Keppler

Forsyth County Public Library

660 W 5th St

Winston Salem NC 27101

336-703-3070

[OPEN-ILS-GENERAL] Question about moving hold positions

[Maria Parker]

Greetings,
I am sure this question has come up a lot in the past but right I am trying to 
help a co-worker and both of us are a bit confused about how to move a hold 
down the queue. She had a hold to come but she doesn't need it right now but 
wanted to move down from position 12 to 20 so that she would have time to get 
the first disc in the series before seeing the second disc. I could move her up 
to position 1 or cancel the hold and move her to the bottom of the list. Is 
there something that I am completely missing? This doesn't normally come up so 
I really would like to know.
Thanks a bunch,
Maria

Maria Parker
Circulation Supervisor
Mary Ann Mongan Branch
502 Scott Boulevard
Covington, KY 41011

Telephone: 859-962-4060 ext. 4075
Fax :859-261-2676
Email: maria.par...@kentonlibrary.org

Re: [OPEN-ILS-GENERAL] Question about moving hold positions

[Elisabeth Keppler]

There may be a more elegant answer that someone who knows what they're
doing could tell you, but how about suspending the hold until she's seen
the first disc?  If her hold is already in the queue, as soon as it's
reactivated, she'll back in position and won't have to start at the bottom.

Thanks,
Lise Keppler


On Fri, Mar 21, 2014 at 4:06 PM, Maria Parker 
maria.par...@kentonlibrary.org wrote:

 Greetings,

 I am sure this question has come up a lot in the past but right I am
 trying to help a co-worker and both of us are a bit confused about how to
 move a hold down the queue. She had a hold to come but she doesn't need it
 right now but wanted to move down from position 12 to 20 so that she would
 have time to get the first disc in the series before seeing the second
 disc. I could move her up to position 1 or cancel the hold and move her to
 the bottom of the list. Is there something that I am completely missing?
 This doesn't normally come up so I really would like to know.

 Thanks a bunch,

 Maria



 Maria Parker

 Circulation Supervisor

 Mary Ann Mongan Branch

 502 Scott Boulevard

 Covington, KY 41011



 Telephone: 859-962-4060 ext. 4075

 Fax :859-261-2676

 Email: maria.par...@kentonlibrary.org








-- 
Lise Keppler
Forsyth County Public Library
660 W 5th St
Winston Salem NC 27101
336-703-3070

[OPEN-ILS-GENERAL] Question regarding total owed for transaction field in email notices

[Deana Cunningham]

Hi all,

We have managed to generate a test email as part of our overdue procedure, and 
there are two problems. One is that the email notice was supposed to be a three 
week overdue notice and was actually sent 11 days after the items were overdue. 
The other is the Total Owed for this Transaction field is not being populated 
correctly - both items said 0.0.

If you need the text of the template or the email messages let me know and I 
will gladly send them along!

Thanks,

Deana

Deana Cunningham
Branch Manager, South Branch Library
1550 S. Campus Dr.
Creedmoor, NC 27522
Phone: (919) 528-1752
Fax: (919) 528-1376
deana.cunning...@granvillecounty.org

Re: [OPEN-ILS-GENERAL] Question regarding circulation policies

[Rogan Hamby]

That is correct.  The circulation record is what the system refers to when
it needs to determine recurring fines, max fines, duration and renewals.
 Those values are written into the circulation record when the circ
matchpoint (policy basically) is selected.  Since there's no link back to
the circulation policy changing it does nothing to effect the existing
circulations.




On Tue, Dec 17, 2013 at 9:39 PM, Buzzy Nielsen
bu...@hoodriverlibrary.orgwrote:

  Hi Deanna,

 Regarding changing circ policies on-the-fly, my understanding is that
 changing the policies *is not* retroactive; as you said, an item will
 circulate using whatever rule was in place the day it checked it. This has
 been our experience when we've changed policies.

 Cheers!
 Buzzy Nielsen

 
 Library Director
 Hood River County Library District
 502 State St
 Hood River, OR 97031
 541-387-7062
 http://hoodriverlibrary.org

  On 12/16/2013 10:53 AM, Deana Cunningham wrote:

 am also in a bit of a conundrum about how to change circ policies with
 items currently circulating. We are getting a test server set up so I can
 try some things, but I'm not ever sure how I would tell what the
 ramifications are unless I set up fake checkouts on the test server for
 every type of item/patron combination, then change the circ policies and
 see what impact that has on current checkouts. Other areas of Evergreen
 seem to hold with the information available at the time of the transaction
 (i.e. if a book is checked out today with a circ policy that says it
 charges .15/day late fees, then tomorrow the policy is changed to .10/day
 late fees, the item will still be charged .15/day as that was the rule in
 place when it was checked out). Am I right about this?





-- 

Rogan Hamby, MLS, CCNP, MIA
Managers Headquarters Library and Reference Services,
York County Library System

You can never get a cup of tea large enough or a book long enough to suit
me.
-- C.S. Lewis http://www.goodreads.com/author/show/1069006.C_S_Lewis

Re: [OPEN-ILS-GENERAL] Question regarding circulation policies

[Buzzy Nielsen]

  
  
Hi Deanna,

Regarding changing circ policies on-the-fly, my understanding is
that changing the policies is not retroactive; as you
said, an item will circulate using whatever rule was in place
the day it checked it. This has been our experience when we've
changed policies.

Cheers!
Buzzy Nielsen
  
  

Library Director
Hood River County Library District
502 State St
Hood River, OR 97031
541-387-7062
http://hoodriverlibrary.org

  
  On 12/16/2013 10:53 AM, Deana Cunningham wrote:

 am also in a bit of a conundrum about how to change
  circ policies with items currently circulating. We are getting a
  test server set up so I can try some things, but I'm not ever sure
  how I would tell what the ramifications are unless I set up fake
  checkouts on the test server for every type of item/patron
  combination, then change the circ policies and see what impact
  that has on current checkouts. Other areas of Evergreen seem to
  hold with the information available at the time of the transaction
  (i.e. if a book is checked out today with a circ policy that says
  it charges .15/day late fees, then tomorrow the policy is changed
  to .10/day late fees, the item will still be charged .15/day as
  that was the rule in place when it was checked out). Am I right
  about this?

  

[OPEN-ILS-GENERAL] Question regarding circulation policies

[Deana Cunningham]

Hello again,

We have a mishmash of circulation policies due primarily to my ignorance when 
we suddenly went live without a circ policy in sight! I ended up creating them 
on the fly as they were needed, and now I have a problem with items not 
charging the correct fines. The only place I've noticed it so far is with staff 
accounts, and we are all aware that Evergreen is charging staff fines when it 
shouldn't be, so we correct them as we go. What I am more concerned about is 
the patrons, who haven't got a clue whether we are over- or undercharging them.

Anyway, my question is in regards to the hierarchy of policies. If there is a 
policy set at the Users level, does that policy supersede the Patron level 
policy? Common sense tells me that the lower level (Patron, in this example) 
should supersede Users, but I am just not sure.

I am also in a bit of a conundrum about how to change circ policies with items 
currently circulating. We are getting a test server set up so I can try some 
things, but I'm not ever sure how I would tell what the ramifications are 
unless I set up fake checkouts on the test server for every type of item/patron 
combination, then change the circ policies and see what impact that has on 
current checkouts. Other areas of Evergreen seem to hold with the information 
available at the time of the transaction (i.e. if a book is checked out today 
with a circ policy that says it charges .15/day late fees, then tomorrow the 
policy is changed to .10/day late fees, the item will still be charged .15/day 
as that was the rule in place when it was checked out). Am I right about this?

Thanks!

Deana

Deana Cunningham
Branch Manager, South Branch Library
1550 S. Campus Dr.
Creedmoor, NC 27522
Phone: (919) 528-1752
Fax: (919) 528-1376
deana.cunning...@granvillecounty.org

Re: [OPEN-ILS-GENERAL] Question regarding circulation policies

[Rogan Hamby]

Hi Deana,

Your question touches on the issues of weighting.  Policies are made to use
weights as you define them under Admin - Server Administration -
Circulation Matchpoint Weights.  So, if you put no weight to a given
variable (user groups, location, circ mod, etc...) it actually won't matter
at all.  When a circulation is invoked the variables for the circulation
are compared to those weights and the policies that could potentially be
matched are looked at to see which is invoked.  In case of a tie the lowest
value id on in the table is used, IIRC.

So, it's not so much a hierarchy as a which is the best match.  Now, you
could use weights and design your policies to create your own hierarchy (as
we've done where each county has its own rules).  To accomplish this our
circ libraries have a very high weight so that their rules take effect.

From there it actually benefits the more specific not the more generic.
 The next part I'm in danger of not explaining well and it's been a long
time since I had to do so but I will try.  Let's assume that you have a
structure like Users - Patrons - Juveniles.  Technically, a Juvenile is
also a User but the Juvenile is more specific.  So now let's assume that
you define a policy so that it applies to all Users but another that
specifies Juveniles (and all other variables are the same) and a patron
goes to checkout.  The patron is a Juvenile and thus by definition a User
as well.  But the Juvenile policy will take effect since it's a closer
match to the patron and thus will end up with more weight.

Does that make more sense?  So, the more specific the better but depending
on how you create your weights even a very specific match can be over
ridden by something more general if you've given that other variable more
weight.


On Mon, Dec 16, 2013 at 1:53 PM, Deana Cunningham 
deana.cunning...@granvillecounty.org wrote:

  Hello again,

  We have a mishmash of circulation policies due primarily to my ignorance
 when we suddenly went live without a circ policy in sight! I ended up
 creating them on the fly as they were needed, and now I have a problem
 with items not charging the correct fines. The only place I've noticed it
 so far is with staff accounts, and we are all aware that Evergreen is
 charging staff fines when it shouldn't be, so we correct them as we go.
 What I am more concerned about is the patrons, who haven't got a clue
 whether we are over- or undercharging them.

  Anyway, my question is in regards to the hierarchy of policies. If there
 is a policy set at the Users level, does that policy supersede the
 Patron level policy? Common sense tells me that the lower level
 (Patron, in this example) should supersede Users, but I am just not
 sure.

  I am also in a bit of a conundrum about how to change circ policies with
 items currently circulating. We are getting a test server set up so I can
 try some things, but I'm not ever sure how I would tell what the
 ramifications are unless I set up fake checkouts on the test server for
 every type of item/patron combination, then change the circ policies and
 see what impact that has on current checkouts. Other areas of Evergreen
 seem to hold with the information available at the time of the transaction
 (i.e. if a book is checked out today with a circ policy that says it
 charges .15/day late fees, then tomorrow the policy is changed to .10/day
 late fees, the item will still be charged .15/day as that was the rule in
 place when it was checked out). Am I right about this?

  Thanks!

  Deana

 Deana Cunningham
 Branch Manager, South Branch Library
 1550 S. Campus Dr.
 Creedmoor, NC 27522
 Phone: (919) 528-1752
 Fax: (919) 528-1376
 deana.cunning...@granvillecounty.org




-- 

Rogan Hamby, MLS, CCNP, MIA
Managers Headquarters Library and Reference Services,
York County Library System

You can never get a cup of tea large enough or a book long enough to suit
me.
-- C.S. Lewis http://www.goodreads.com/author/show/1069006.C_S_Lewis

[OPEN-ILS-GENERAL] Question regarding hold triggering

[Deana Cunningham]

Hi all!

Is there a setting in Evergreen that allows holds to be captured even though a 
user's card is blocked for fines? We are using Evergreen 2.3.2.

Thanks!

Deana Cunningham
Branch Manager, South Branch Library
1550 S. Campus Dr.
Creedmoor, NC 27522
Phone: (919) 528-1752
Fax: (919) 528-1376
deana.cunning...@granvillecounty.org

[OPEN-ILS-GENERAL] Question about mfhd marc template

[Francisco Javier Guel M .]

Hi all.

Is there a place where I could update the default mfhd marc values?
Regards!  

Re: [OPEN-ILS-GENERAL] Question regarding item records

[Sharp, Chris]

Hi Deana,

Those values are not item attributes, but are defined by circulation policies 
(Admin - Local Administration - Circulation Policies).  In turn, circulation 
policies are often based on item attributes, especially circulation modifier 
and/or MARC type.  I would make sure the items have the appropriate circulation 
modifier and make sure there are circulation (and hold) policies in place for 
those circulation modifiers.

Hope that's helpful,

Chris

- Original Message -
 From: Deana Cunningham deana.cunning...@granvillecounty.org
 To: open-ils-general@list.georgialibraries.org
 Sent: Wednesday, October 23, 2013 10:20:41 AM
 Subject: [OPEN-ILS-GENERAL] Question regarding item records
 
 
 Hi again!
 
 
 Some of the items we imported into Evergreen do not have the fields
 Duration Rule, Recurring Fines Rule and Max Fines Rule completed. As
 one would suspect, these items are not correctly charging overdue
 fines.
 
 
 Other items we imported do seem to have these fields.
 
 
 I have been unable to find a way to assign values to these fields on
 an item by item basis through the staff client, and I already have a
 long list of items I am waiting for the county IT department to do
 on the database end. I know that would be the more efficient way to
 clean up this problem, but I am wondering if anyone out there can
 give me a short term fix through the staff client?
 
 
 Are these fields usually populated through the cataloging templates?
 And how does one edit these templates? I see we have a number of
 them available but when I look at the Local Administration - Copy
 Template Editor it only shows our serials template (which is a whole
 other problem)...
 
 
 Sigh.
 
 
 Thanks,
 
 
 
 Deana Cunningham
 Branch Manager, South Branch Library
 1550 S. Campus Dr.
 Creedmoor, NC 27522
 Phone: (919) 528-1752
 Fax: (919) 528-1376
 deana.cunning...@granvillecounty.org

-- 
Chris Sharp
PINES System Administrator
Georgia Public Library Service
1800 Century Place, Suite 150
Atlanta, Georgia 30345
(404) 235-7147
csh...@georgialibraries.org
http://pines.georgialibraries.org/

[OPEN-ILS-GENERAL] Question on loading order records in acq

[Kathy Lussier]

Hi all,

I'm working on updates to the Evergreen documentation for loading MARC 
order records to incorporate some of the sticky fields we have in 2.4. 
As part of the process, I realized that the original documentation for 
loading order records was never moved up beyond 2.1.


I have a question about step 5 in these docs 
http://docs.evergreen-ils.org/2.1/html/_load_marc_order_records.html:


Select an org unit from the drop down menu. The context org unit is 
the org unit that|owns|the bib record.  You should select a physical 
location rather than a political or administrative org unit as the 
context org unit. For example, the|Smith County Library System|is 
funding purchase of a copy of|Gone with the Wind|. The system owns the 
bib record, but it cannot receive the physical item. The acquisitions 
librarian will choose a physical branch of that system, a processing 
center or an individual branch, to receive the item.


I would like to rewrite this paragraph, because I think it's confusing, 
but, more importantly, I'm not sure the information is still accurate 
three versions later. I just want to make sure my line of thinking is 
correct before I put it into documentation.


The way I understand the above paragraph, the branch (the physical 
location) should be selected as the context org unit. However, in my 
work in acquisitions, I actually find that it's better to select the 
system in a multi-branch environment. Our multi-branch systems often 
upload records for multiple branches in one file. If we were to select a 
branch as the context org unit, it would create problems because another 
branch may be using a copy location that is not owned by the context org 
unit, and the upload would fail. If we select a system as that context 
org unit, then the system allows uploads for items in copy locations 
owned by all the branches in the system.


Is there some problem I'm unaware of that occurs if you select the 
system as the context org unit here instead of selecting a physical 
location?


Thanks!
Kathy

--
Kathy Lussier
Project Coordinator
Massachusetts Library Network Cooperative
(508) 343-0128
kluss...@masslnc.org
Twitter: http://www.twitter.com/kmlussier

Re: [OPEN-ILS-GENERAL] Question regarding patron phone numbers for holds

[Sharon Campbell]

Evergreen uses the daytime phone #. I have noticed if there is no phone
# in the daytime slot, but numbers in either or both of the others our
holds slips do not print a phone #. There has to be a number is the
daytime slot to show on the holds slip.
 

Sharon Campbell

Fayette County Public Library

1821 Heritage Park Way 

Fayetteville, GA. 30214

Library Main Number 770-461-8841

scampb...@fayettecountyga.gov

My Direct Number  770-305-5332

 



From: open-ils-general-boun...@list.georgialibraries.org
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of
Deana Cunningham
Sent: Wednesday, June 19, 2013 4:07 PM
To: open-ils-general@list.georgialibraries.org
Subject: [OPEN-ILS-GENERAL] Question regarding patron phone numbers for
holds


Hi, 

We are working on migrating our patron data from our old system into
Evergreen. We have a number of patrons with three phone numbers, and
Evergreen accommodates that very well. However, we are wondering what
information Evergreen provides when hold notices are triggered - daytime
phone, evening phone, other phone or all three?

Thanks,


Deana Cunningham 
Branch Manager, South Branch Library
1550 S. Campus Dr.
Creedmoor, NC 27522
Phone: (919) 528-1752
Fax: (919) 528-1376
deana.cunning...@granvillecounty.org

[OPEN-ILS-GENERAL] Question regarding Evergreen and transit between libraries

[Deana Cunningham]

Hi,

We are a county library system that is in the process of moving to Evergreen. 
Our current ILS does not deal appropriately with transits between smaller 
branches, and I am wondering if Evergreen will do any better.

We have a situation where all items between branches have to go through the 
main library first. That means that it takes two weeks if it is moving between 
the smaller branches - one week to the main branch, where it sits until the 
next week's deliveries. However, items from the Main Branch only take one week 
to reach their destination, and items from the smaller branches moving to the 
Main Branch only take one week.

Does anyone deal with a similar situation? Can anyone tell me if Evergreen can 
handle multiple transit times appropriately?

Thanks,

Deana Cunningham
Branch Manager, South Branch Library
1550 S. Campus Dr.
Creedmoor, NC 27522
Phone: (919) 528-1752
Fax: (919) 528-1376
deana.cunning...@granvillecounty.org

Re: [OPEN-ILS-GENERAL] Question regarding Evergreen and transit between libraries

[Aaron Zsembery]

On April 12, 2013 at 1:28:57 PM Deana Cunningham 
deana.cunning...@granvillecounty.org wrote:
 Does anyone deal with a similar situation? Can anyone tell me if
 Evergreen can handle multiple transit times appropriately?
In Evergreen, you scan the item to put it into In transit status at the 
sending library and then it gets scanned again at the destination library when 
it arrives to let the system know that it is no longer In Transit and the 
patron can be notified that their hold is available for pickup.
Evergreen doesn't care if 3 minutes, 3 weeks or 3 years pass between when the 
item is put In Transit and when it comes back out.
See http://docs.evergreen-ils.org/2.1/html/transititems.html for a little more 
info about how transits are handled.

Aaron Z
Jr. Systems Administrator

Pioneer Library System
2557 State Rt. 21
Canandaigua, New York  14424
Phone: (585) 394-8260

Re: [OPEN-ILS-GENERAL] Question regarding Evergreen and transit between libraries

[Rene Belling]

We are a City/County Library System that has a total of 10 branches
scattered across the county.  Evergreen sends the item checked in straight
to each branch whether it is to fill a request, or to return the item to
the owning branch.

As Aaron answered, Evergreen doesn't care how long it takes once the item
is in transit.  However, unless you have delivery from each branch to each
branch bypassing your main library, everything will still take two weeks to
be delivered.

I'm not sure if your question is implying that your current ILS has to have
everything routed in and then back out from your main library, or if it is
because of your delivery schedule.

Here when we check in an item, it is immediately in transit to the owning
branch.  However, all our items also go through the main library before
going out to the branches, but that is because we only have one area at the
main library that sorts though all the route ins/outs and puts them in the
correct crates to be delivered to each branch.  However, we have morning
and afternoon delivery each day, so it only takes between two to three days
to get from one branch to another.

Does this help?


On Fri, Apr 12, 2013 at 10:28 AM, Deana Cunningham 
deana.cunning...@granvillecounty.org wrote:

  Hi,

  We are a county library system that is in the process of moving to
 Evergreen. Our current ILS does not deal appropriately with transits
 between smaller branches, and I am wondering if Evergreen will do any
 better.

  We have a situation where all items between branches have to go through
 the main library first. That means that it takes two weeks if it is moving
 between the smaller branches - one week to the main branch, where it sits
 until the next week's deliveries. However, items from the Main Branch only
 take one week to reach their destination, and items from the smaller
 branches moving to the Main Branch only take one week.

  Does anyone deal with a similar situation? Can anyone tell me if
 Evergreen can handle multiple transit times appropriately?

  Thanks,

 Deana Cunningham
 Branch Manager, South Branch Library
 1550 S. Campus Dr.
 Creedmoor, NC 27522
 Phone: (919) 528-1752
 Fax: (919) 528-1376
 deana.cunning...@granvillecounty.org




-- 
Rene' Belling
Library Asst.
831-427-7706,
ext. 7642

[OPEN-ILS-GENERAL] Question about compatibility and acquisitions

[Schooff, Rose (LVA)]

I have some questions from a public library that is considering Evergreen.  We 
are currently on 2.2 but will be upgrading to 2.3 before this particular 
library joins.


1.  Does the acquisitions module allow for budget tracking?


2.  How well will Evergreen work with thinks we might want to add in the 
future (should we ever be able to afford them (for example, Aquabrowser, an 
automatic phone notification system, etc.)?

Thanks for your help.

Rose M. Schooff
Virginia Evergreen Project Manager
The Library of Virginia
800 E. Broad Street
Richmond, VA  23219
(804) 692-3772

Re: [OPEN-ILS-GENERAL] Question about compatibility and acquisitions

[Rogan Hamby]

1.  I'll allow an acquisitions person to answer this one but I'm pretty
confidant the answer is 'yes.'

2. Aquabrowser - I heard of a library integrating it but haven't seen it
myself.  I know it's doable.  Automatic Phone Notifications - it depends on
how it's done.  I've recently looked at one that uses a delimited output
and showed the users how to setup a report to feed to it.  You could go a
step further and on the backend (in linux not Evergreen itself) then setup
a cron job that renames the file and FTPs it to a box that does the phone
notification.  But, again that's that one, it depends on the requirements
of the product.


On Wed, Feb 13, 2013 at 3:44 PM, Schooff, Rose (LVA) 
rose.scho...@lva.virginia.gov wrote:

  I have some questions from a public library that is considering
 Evergreen.  We are currently on 2.2 but will be upgrading to 2.3 before
 this particular library joins.  

 ** **

 **1.  **Does the acquisitions module allow for budget tracking?  ** **

 ** **

 **2.  **How well will Evergreen work with thinks we might want to add
 in the future (should we ever be able to afford them (for example,
 Aquabrowser, an automatic phone notification system, etc.)?

 ** **

 Thanks for your help.

 ** **

 Rose M. Schooff

 Virginia Evergreen Project Manager

 The Library of Virginia

 800 E. Broad Street

 Richmond, VA  23219

 (804) 692-3772

 ** **




-- 

Rogan Hamby, MLS, CCNP, MIA
Managers Headquarters Library and Reference Services,
York County Library System

You can never get a cup of tea large enough or a book long enough to suit
me.
-- C.S. Lewis http://www.goodreads.com/author/show/1069006.C_S_Lewis

[OPEN-ILS-GENERAL] Question about EG 2013 conference dates

[Yamil Suarez]

Hello,

In case others have the same question I am asking it here. Will the  
2013 conference follow the recent pattern of having a hackfest day on  
a Wednesday (Apr 10?), and then two full days of sessions, plus a half  
day on that Saturday (Apr 13?) I am asking so I can make sure I  
reserved my hotel room correctly so I can attend the hackfest and the  
rest if the conference.


Thanks in advance,
Yamil

Re: [OPEN-ILS-GENERAL] Question about EG 2013 conference dates

[Shirley Lew]

Hi Yamil,

Yes, the program will follow the usual pattern: meetings and hackfest on 
Wednesday, full days of sessions on Thursday and Friday, and half day on 
Saturday. We hope to have the program on the website by the end of the week at 
the latest. 

Shirley
(Evergreen 2013 Planning Committee)

-Original Message-
From: open-ils-general-boun...@list.georgialibraries.org 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Yamil 
Suarez
Sent: November 27, 2012 8:37 AM
To: General Evergreen List
Subject: [OPEN-ILS-GENERAL] Question about EG 2013 conference dates

Hello,

In case others have the same question I am asking it here. Will the
2013 conference follow the recent pattern of having a hackfest day on a 
Wednesday (Apr 10?), and then two full days of sessions, plus a half day on 
that Saturday (Apr 13?) I am asking so I can make sure I reserved my hotel room 
correctly so I can attend the hackfest and the rest if the conference.

Thanks in advance,
Yamil

Re: [OPEN-ILS-GENERAL] Question about EG 2013 conference dates

[Yamil Suarez]

Thank you very much,
Yamil

On Nov 27, 2012, at 11:43 AM, Shirley Lew wrote:


Hi Yamil,

Yes, the program will follow the usual pattern: meetings and  
hackfest on Wednesday, full days of sessions on Thursday and Friday,  
and half day on Saturday. We hope to have the program on the website  
by the end of the week at the latest.


Shirley
(Evergreen 2013 Planning Committee)

-Original Message-
From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org 
] On Behalf Of Yamil Suarez

Sent: November 27, 2012 8:37 AM
To: General Evergreen List
Subject: [OPEN-ILS-GENERAL] Question about EG 2013 conference dates

Hello,

In case others have the same question I am asking it here. Will the
2013 conference follow the recent pattern of having a hackfest day  
on a Wednesday (Apr 10?), and then two full days of sessions, plus a  
half day on that Saturday (Apr 13?) I am asking so I can make sure I  
reserved my hotel room correctly so I can attend the hackfest and  
the rest if the conference.


Thanks in advance,
Yamil

[OPEN-ILS-GENERAL] Question on purchase order status

[Mary Llewellyn]

Hi all,

 

One of my libraries has reported an oddity in the status of some of their
purchase orders. They found several in which all the lineitems are marked
received, yet the purchase order itself is in an on order state.  My
understanding was that the entire PO would become received once all the
lineitems were received. Should I instruct my libraries to mark the PO as
received as a separate step after the lineitems have been dealt with?

 

Thanks,

 

Mary

 

Re: [OPEN-ILS-GENERAL] Question about MARC Batch edit

[Hardy, Elaine]

Kathy,

I followed your instructions but did not get the desired results. It
appears that you cannot add multiple instances of the same subfield via
the MARC batch edit to an existing field. At least, I was unsuccessful
adding multiple $9s. 

When I did this:

Action (Rule Type): Add

MARC tag: 856

Subfields (option): z9

MARC Data: 856 \\$z (Patrons of participating GADD libraries please click
here). $9ARL $9CHRL $9CRLS $9CPRL $9DTRL $9DCPL $9ECGR $9ECPL $9FRRLS-FA
$9FRRLS $9HCLS $9HOU $9LBRL $9OCRL-DUBLN $9LEE $9MRLS $9OHOOP $9RML $9SHRL
$9SGRL $9SWGRL $9STRL $9TCPLS $9THRL $9TLLS $9WORTH

 

Advanced Matching Restrictions

Subfield: z

Regular Expression: Access Georgia Download Destination

 

I get this:

=856
40$uhttp://GADD.lib.overdrive.com/ContentDetails.htm?ID=CE3E7B9F-22CB-4808
-A6CE-52E4F7B811D5$zAccess Georgia Download Destination$z (Patrons of
participating GADD libraries please click
here).$9ARL$CHRLCRLS$CPRLDTRL$DCPLECGR$ECPLFRRLS-FA$FRRLSHCLS$HOULBRL$OCRL
-DUBLNLEE$MRLSOHOOP$RMLSHRL$SGRLSWGRL$STRLTCPLS$THRLTLLS$WORTH

While the delimiter symbol is added, the 9 is only added to the first one,
making the immediately following library policy name the subfield tag
everywhere else.

I tried putting spaces on either side of $9, a space in front of the $9s
with none after, no space before but one after, and then no spaces; but,
the result was always the same. I thought perhaps I needed as many 9s as
there were instances in the field (26 in this case) in the Subfields
(option) datawell. That resulted in 26 repetitions of the above. So then I
added nothing in the subfield datawell (since it says option) and that
resulted in an additional 856 being added (which makes sense), with the
$9s correctly formatted:

=856 \\$a\\$z(Patrons of participating GADD libraries please click
here).$9ARL$9CHRL$9CRLS$9CPRL$9DTRL$9DCPL$9ECGR$9ECPL$9FRRLS-FA$9FRRLS$9HC
LS$9HOU$9LBRL$9OCRL-DUBLN$9LEE$9MRLS$9OHOOP$9RML$9SHRL$9SGRL$9SWGRL$9STRL$
9TCPLS$9THRL$9TLLS$9WORTH

If I am doing this correctly, I will open a bug report. 

Elaine 

 

 

J. Elaine Hardy

PINES Bibliographic Projects and Metadata Manager

Georgia Public Library Service,

A Unit of the University System of Georgia

1800 Century Place, Suite 150

Atlanta, Ga. 30345-4304

404.235-7128

404.235-7201, fax

 

 mailto:eha...@georgialibraries.org eha...@georgialibraries.org

 http://www.georgialibraries.org/ www.georgialibraries.org

 http://www.georgialibraries.org/pines/
http://www.georgialibraries.org/pines/

 

From: open-ils-general-boun...@list.georgialibraries.org
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of
Katie Wallis
Sent: Friday, April 20, 2012 12:25 PM
To: open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] Question about MARC Batch edit

 

Hi Elaine,

Yes, it is possible to do that!  When you use the rule setup in MARC Batch
Edit, there's an option section called Advanced Matching Restrictions.
So you'd tell it to add subfields z and 9 to 856 but only where 856 has a
subfield z that contains [fill in blank].   It would look something like
this:

 

Action (Rule Type): Add

MARC tag: 856

Subfields (option): z9

MARC Data: 856 \\$z file:///\\$z  (Patrons of participating GADD
libraries please click here). $9ARL $9CHRL $9CRLS $9CPRL $9DTRL $9DCPL
$9ECGR $9ECPL $9FRRLS-FA $9FRRLS $9HCLS $9HOU $9LBRL $9OCRL-DUBLN $9LEE
$9MRLS $9OHOOP $9RML $9SHRL $9SGRL $9SWGRL $9STRL $9TCPLS $9THRL $9TLLS
$9WORTH

 

Advanced Matching Restrictions

Subfield: z

Regular Expression: Access Georgia Download Destination

Katie

 


 

 

Katie Wallis

Columbia Gorge Community College Library

400 East Scenic Drive, The Dalles, OR 97058

kwal...@cgcc.cc.or.us | 541-506-6087

 

 open-ils-general-requ...@list.georgialibraries.org 4/20/2012 9:00 AM


   1. Question about MARC Batch edit (Hardy, Elaine)


Date: Thu, 19 Apr 2012 14:04:47 -0400 (EDT)
From: Hardy, Elaine eha...@georgialibraries.org
Subject: [OPEN-ILS-GENERAL] Question about MARC Batch edit


We are exploring options for adding a $z and a string of $9s to an 856 on
title records for Overdrive titles within the PINES consortium. The 856
for the specific url for each title will be provided by a vendor. Each
record will have a different 856 |u for the Overdrive url since it links
to the specific title. We want to take the provided 856 that will look
like:


856  40  ?u
http://GADD.lib.overdrive.com/ContentDetails.htm?ID=CE3E7B9F-22CB-4808-A6C
E-52E4F7B811D5 ?z Access Georgia Download Destination?


And make it look like:


856  40  ?u
http://GADD.lib.overdrive.com/ContentDetails.htm?ID=CE3E7B9F-22CB-4808-A6C
E-52E4F7B811D5 ?z Access Georgia Download Destination ?z (Patrons of
participating GADD libraries please click here). ?9 ARL ?9 CHRL ?9 CRLS ?9
CPRL ?9 DTRL ?9 DCPL ?9 ECGR ?9 ECPL ?9 FRRLS-FA ?9 FRRLS ?9 HCLS ?9 HOU
?9 LBRL ?9 OCRL-DUBLN ?9 LEE ?9 MRLS ?9 OHOOP ?9 RML ?9 SHRL ?9 SGRL ?9
SWGRL ?9 STRL ?9 TCPLS ?9 THRL ?9 TLLS ?9 WORTH


Or (only one

Re: [OPEN-ILS-GENERAL] Question about MARC Batch edit

[Hardy, Elaine]

My apologies - Should have been Katie, not Kathy.

 

Elaine 

 

 

J. Elaine Hardy

PINES Bibliographic Projects and Metadata Manager

Georgia Public Library Service,

A Unit of the University System of Georgia

1800 Century Place, Suite 150

Atlanta, Ga. 30345-4304

404.235-7128

404.235-7201, fax

 

 mailto:eha...@georgialibraries.org eha...@georgialibraries.org

 http://www.georgialibraries.org/ www.georgialibraries.org

 http://www.georgialibraries.org/pines/
http://www.georgialibraries.org/pines/

 

From: open-ils-general-boun...@list.georgialibraries.org
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of
Hardy, Elaine
Sent: Wednesday, May 30, 2012 10:24 AM
To: 'Evergreen Discussion Group'; Evergreen Catalogers
Subject: Re: [OPEN-ILS-GENERAL] Question about MARC Batch edit

 

Kathy,

I followed your instructions but did not get the desired results. It
appears that you cannot add multiple instances of the same subfield via
the MARC batch edit to an existing field. At least, I was unsuccessful
adding multiple $9s. 

When I did this:

Action (Rule Type): Add

MARC tag: 856

Subfields (option): z9

MARC Data: 856 \\$z file:///\\$z  (Patrons of participating GADD
libraries please click here). $9ARL $9CHRL $9CRLS $9CPRL $9DTRL $9DCPL
$9ECGR $9ECPL $9FRRLS-FA $9FRRLS $9HCLS $9HOU $9LBRL $9OCRL-DUBLN $9LEE
$9MRLS $9OHOOP $9RML $9SHRL $9SGRL $9SWGRL $9STRL $9TCPLS $9THRL $9TLLS
$9WORTH

 

Advanced Matching Restrictions

Subfield: z

Regular Expression: Access Georgia Download Destination

 

I get this:

=856
40$uhttp://GADD.lib.overdrive.com/ContentDetails.htm?ID=CE3E7B9F-22CB-4808
-A6CE-52E4F7B811D5$zAccess Georgia Download Destination$z (Patrons of
participating GADD libraries please click
here).$9ARL$CHRLCRLS$CPRLDTRL$DCPLECGR$ECPLFRRLS-FA$FRRLSHCLS$HOULBRL$OCRL
-DUBLNLEE$MRLSOHOOP$RMLSHRL$SGRLSWGRL$STRLTCPLS$THRLTLLS$WORTH

While the delimiter symbol is added, the 9 is only added to the first one,
making the immediately following library policy name the subfield tag
everywhere else.

I tried putting spaces on either side of $9, a space in front of the $9s
with none after, no space before but one after, and then no spaces; but,
the result was always the same. I thought perhaps I needed as many 9s as
there were instances in the field (26 in this case) in the Subfields
(option) datawell. That resulted in 26 repetitions of the above. So then I
added nothing in the subfield datawell (since it says option) and that
resulted in an additional 856 being added (which makes sense), with the
$9s correctly formatted:

=856 \\$a\\$z(Patrons file:///\\$a\$z(Patrons  of participating GADD
libraries please click
here).$9ARL$9CHRL$9CRLS$9CPRL$9DTRL$9DCPL$9ECGR$9ECPL$9FRRLS-FA$9FRRLS$9HC
LS$9HOU$9LBRL$9OCRL-DUBLN$9LEE$9MRLS$9OHOOP$9RML$9SHRL$9SGRL$9SWGRL$9STRL$
9TCPLS$9THRL$9TLLS$9WORTH

If I am doing this correctly, I will open a bug report. 

Elaine 

 

 

J. Elaine Hardy

PINES Bibliographic Projects and Metadata Manager

Georgia Public Library Service,

A Unit of the University System of Georgia

1800 Century Place, Suite 150

Atlanta, Ga. 30345-4304

404.235-7128

404.235-7201, fax

 

 mailto:eha...@georgialibraries.org eha...@georgialibraries.org

 http://www.georgialibraries.org/ www.georgialibraries.org

 http://www.georgialibraries.org/pines/
http://www.georgialibraries.org/pines/

 

From: open-ils-general-boun...@list.georgialibraries.org
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of
Katie Wallis
Sent: Friday, April 20, 2012 12:25 PM
To: open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] Question about MARC Batch edit

 

Hi Elaine,

Yes, it is possible to do that!  When you use the rule setup in MARC Batch
Edit, there's an option section called Advanced Matching Restrictions.
So you'd tell it to add subfields z and 9 to 856 but only where 856 has a
subfield z that contains [fill in blank].   It would look something like
this:

 

Action (Rule Type): Add

MARC tag: 856

Subfields (option): z9

MARC Data: 856 \\$z file:///\\$z  (Patrons of participating GADD
libraries please click here). $9ARL $9CHRL $9CRLS $9CPRL $9DTRL $9DCPL
$9ECGR $9ECPL $9FRRLS-FA $9FRRLS $9HCLS $9HOU $9LBRL $9OCRL-DUBLN $9LEE
$9MRLS $9OHOOP $9RML $9SHRL $9SGRL $9SWGRL $9STRL $9TCPLS $9THRL $9TLLS
$9WORTH

 

Advanced Matching Restrictions

Subfield: z

Regular Expression: Access Georgia Download Destination

Katie

 


 

 

Katie Wallis

Columbia Gorge Community College Library

400 East Scenic Drive, The Dalles, OR 97058

kwal...@cgcc.cc.or.us | 541-506-6087

 

 open-ils-general-requ...@list.georgialibraries.org 4/20/2012 9:00 AM


   1. Question about MARC Batch edit (Hardy, Elaine)


Date: Thu, 19 Apr 2012 14:04:47 -0400 (EDT)
From: Hardy, Elaine eha...@georgialibraries.org
Subject: [OPEN-ILS-GENERAL] Question about MARC Batch edit


We are exploring options for adding a $z and a string of $9s to an 856 on
title records for Overdrive titles within

Re: [OPEN-ILS-GENERAL] Question about MARC Batch edit

[Katie Wallis]

Hi Elaine,
 
Adding the 9 26 times is what I would have thought of doing too.  I fiddled 
around and couldn't get the right results except by the way your figured out- 
leaving out the z and 9 from Subfields (option).  I think you were doing it 
correctly.  
 
If you want a work-around until the bug is fixed, you could enter the entire 
856 as you want in a new separate 856 field, as in below-
 

Action (Rule Type): Add
 
MARC tag: 856
 
Subfields (option): 
 
MARC Data: 856 
40$uhttp://GADD.lib.overdrive.com/ContentDetails.htm?ID=CE3E7B9F-22CB-4808-A6CE-52E4F7B811D5
 $z (Patrons of participating GADD libraries please click here). $9ARL $9CHRL 
$9CRLS $9CPRL $9DTRL $9DCPL $9ECGR $9ECPL $9FRRLS-FA$9FRRLS $9HCLS $9HOU $9LBRL 
$9OCRL-DUBLN $9LEE $9MRLS $9OHOOP $9RML $9SHRL$9SGRL $9SWGRL $9STRL $9TCPLS 
$9THRL $9TLLS $9WORTH
 
And then delete the original 856 field.  You might be able to delete this 856 
field in the same batch edit by adding a second rule with Add Merge Rule.  I've 
never tried deleting a field that I'm filtering by at the same time before, but 
you could try it on one or two records to see if it works.  Otherwise, you'd 
have to have a second step to remove the first 856.
 
Katie
 
 
Date: Wed, 30 May 2012 10:23:55 -0400 (EDT)
From: Hardy, Elaine eha...@georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] Question about MARC Batch edit
To: 'Evergreen Discussion Group'
open-ils-general@list.georgialibraries.org, Evergreen Catalogers
evergreen-catalog...@list.evergreen-ils.org
Message-ID: 00a301cd3e6f$d85232d0$88f69870$@georgialibraries.org
Content-Type: text/plain; charset=us-ascii

Kathy,

I followed your instructions but did not get the desired results. It
appears that you cannot add multiple instances of the same subfield via
the MARC batch edit to an existing field. At least, I was unsuccessful
adding multiple $9s. 

When I did this:

Action (Rule Type): Add

MARC tag: 856

Subfields (option): z9

MARC Data: 856 \\$z (Patrons of participating GADD libraries please click
here). $9ARL $9CHRL $9CRLS $9CPRL $9DTRL $9DCPL $9ECGR $9ECPL $9FRRLS-FA
$9FRRLS $9HCLS $9HOU $9LBRL $9OCRL-DUBLN $9LEE $9MRLS $9OHOOP $9RML $9SHRL
$9SGRL $9SWGRL $9STRL $9TCPLS $9THRL $9TLLS $9WORTH



Advanced Matching Restrictions

Subfield: z

Regular Expression: Access Georgia Download Destination



I get this:

=856
40$uhttp://GADD.lib.overdrive.com/ContentDetails.htm?ID=CE3E7B9F-22CB-4808
-A6CE-52E4F7B811D5$zAccess Georgia Download Destination$z (Patrons of
participating GADD libraries please click
here).$9ARL$CHRLCRLS$CPRLDTRL$DCPLECGR$ECPLFRRLS-FA$FRRLSHCLS$HOULBRL$OCRL
-DUBLNLEE$MRLSOHOOP$RMLSHRL$SGRLSWGRL$STRLTCPLS$THRLTLLS$WORTH

While the delimiter symbol is added, the 9 is only added to the first one,
making the immediately following library policy name the subfield tag
everywhere else.

I tried putting spaces on either side of $9, a space in front of the $9s
with none after, no space before but one after, and then no spaces; but,
the result was always the same. I thought perhaps I needed as many 9s as
there were instances in the field (26 in this case) in the Subfields
(option) datawell. That resulted in 26 repetitions of the above. So then I
added nothing in the subfield datawell (since it says option) and that
resulted in an additional 856 being added (which makes sense), with the
$9s correctly formatted:

=856 \\$a\\$z(Patrons of participating GADD libraries please click
here).$9ARL$9CHRL$9CRLS$9CPRL$9DTRL$9DCPL$9ECGR$9ECPL$9FRRLS-FA$9FRRLS$9HC
LS$9HOU$9LBRL$9OCRL-DUBLN$9LEE$9MRLS$9OHOOP$9RML$9SHRL$9SGRL$9SWGRL$9STRL$
9TCPLS$9THRL$9TLLS$9WORTH

If I am doing this correctly, I will open a bug report. 

Elaine 





J. Elaine Hardy

PINES Bibliographic Projects and Metadata Manager

Georgia Public Library Service,

A Unit of the University System of Georgia

1800 Century Place, Suite 150

Atlanta, Ga. 30345-4304

404.235-7128

404.235-7201, fax



mailto:eha...@georgialibraries.org eha...@georgialibraries.org

http://www.georgialibraries.org/ www.georgialibraries.org

http://www.georgialibraries.org/pines/
http://www.georgialibraries.org/pines/



From: open-ils-general-boun...@list.georgialibraries.org
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of
Katie Wallis
Sent: Friday, April 20, 2012 12:25 PM
To: open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] Question about MARC Batch edit



Hi Elaine,

Yes, it is possible to do that!  When you use the rule setup in MARC Batch
Edit, there's an option section called Advanced Matching Restrictions.
So you'd tell it to add subfields z and 9 to 856 but only where 856 has a
subfield z that contains [fill in blank].   It would look something like
this:



Action (Rule Type): Add

MARC tag: 856

Subfields (option): z9

MARC Data: 856 \\$z file:///\\$z  (Patrons of participating GADD
libraries please click here). $9ARL $9CHRL $9CRLS $9CPRL $9DTRL $9DCPL
$9ECGR $9ECPL $9FRRLS-FA $9FRRLS $9HCLS $9HOU $9LBRL $9OCRL-DUBLN

Re: [OPEN-ILS-GENERAL] Question about MARC Batch edit

[Hardy, Elaine]

Unfortunately, the 856 will be different for about 6000 records we are
bringing in for our Overdrive libraries. We will probably add the
necessary info via a script rather than this route. 

Thanks!

Elaine 

 

 

J. Elaine Hardy

PINES Bibliographic Projects and Metadata Manager

Georgia Public Library Service,

A Unit of the University System of Georgia

1800 Century Place, Suite 150

Atlanta, Ga. 30345-4304

404.235-7128

404.235-7201, fax

 

 mailto:eha...@georgialibraries.org eha...@georgialibraries.org

 http://www.georgialibraries.org/ www.georgialibraries.org

 http://www.georgialibraries.org/pines/
http://www.georgialibraries.org/pines/

 

From: Katie Wallis [mailto:kwal...@cgcc.cc.or.us] 
Sent: Wednesday, May 30, 2012 1:51 PM
To: eha...@georgialibraries.org;
open-ils-general@list.georgialibraries.org
Subject: Re: Question about MARC Batch edit

 

Hi Elaine,

 

Adding the 9 26 times is what I would have thought of doing too.  I
fiddled around and couldn't get the right results except by the way your
figured out- leaving out the z and 9 from Subfields (option).  I think you
were doing it correctly.  

 

If you want a work-around until the bug is fixed, you could enter the
entire 856 as you want in a new separate 856 field, as in below-

 

Action (Rule Type): Add

 

MARC tag: 856

 

Subfields (option): 

 

MARC Data: 856
40$uhttp://GADD.lib.overdrive.com/ContentDetails.htm?ID=CE3E7B9F-22CB-4808
-A6CE-52E4F7B811D5 $z (Patrons of participating GADD libraries please
click here). $9ARL $9CHRL $9CRLS $9CPRL $9DTRL $9DCPL $9ECGR $9ECPL
$9FRRLS-FA$9FRRLS $9HCLS $9HOU $9LBRL $9OCRL-DUBLN $9LEE $9MRLS $9OHOOP
$9RML $9SHRL$9SGRL $9SWGRL $9STRL $9TCPLS $9THRL $9TLLS $9WORTH

 

And then delete the original 856 field.  You might be able to delete this
856 field in the same batch edit by adding a second rule with Add Merge
Rule.  I've never tried deleting a field that I'm filtering by at the same
time before, but you could try it on one or two records to see if it
works.  Otherwise, you'd have to have a second step to remove the first
856.

 

Katie

 

 

Date: Wed, 30 May 2012 10:23:55 -0400 (EDT)
From: Hardy, Elaine eha...@georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] Question about MARC Batch edit
To: 'Evergreen Discussion Group'
open-ils-general@list.georgialibraries.org, Evergreen Catalogers
evergreen-catalog...@list.evergreen-ils.org
Message-ID: 00a301cd3e6f$d85232d0$88f69870$@georgialibraries.org
Content-Type: text/plain; charset=us-ascii

Kathy,

I followed your instructions but did not get the desired results. It
appears that you cannot add multiple instances of the same subfield via
the MARC batch edit to an existing field. At least, I was unsuccessful
adding multiple $9s. 

When I did this:

Action (Rule Type): Add

MARC tag: 856

Subfields (option): z9

MARC Data: 856 \\$z file:///\\$z  (Patrons of participating GADD
libraries please click
here). $9ARL $9CHRL $9CRLS $9CPRL $9DTRL $9DCPL $9ECGR $9ECPL $9FRRLS-FA
$9FRRLS $9HCLS $9HOU $9LBRL $9OCRL-DUBLN $9LEE $9MRLS $9OHOOP $9RML $9SHRL
$9SGRL $9SWGRL $9STRL $9TCPLS $9THRL $9TLLS $9WORTH



Advanced Matching Restrictions

Subfield: z

Regular Expression: Access Georgia Download Destination



I get this:

=856
40$uhttp://GADD.lib.overdrive.com/ContentDetails.htm?ID=CE3E7B9F-22CB-4808
-A6CE-52E4F7B811D5$zAccess Georgia Download Destination$z (Patrons of
participating GADD libraries please click
here).$9ARL$CHRLCRLS$CPRLDTRL$DCPLECGR$ECPLFRRLS-FA$FRRLSHCLS$HOULBRL$OCRL
-DUBLNLEE$MRLSOHOOP$RMLSHRL$SGRLSWGRL$STRLTCPLS$THRLTLLS$WORTH

While the delimiter symbol is added, the 9 is only added to the first one,
making the immediately following library policy name the subfield tag
everywhere else.

I tried putting spaces on either side of $9, a space in front of the $9s
with none after, no space before but one after, and then no spaces; but,
the result was always the same. I thought perhaps I needed as many 9s as
there were instances in the field (26 in this case) in the Subfields
(option) datawell. That resulted in 26 repetitions of the above. So then I
added nothing in the subfield datawell (since it says option) and that
resulted in an additional 856 being added (which makes sense), with the
$9s correctly formatted:

=856 \\$a\\$z(Patrons file:///\\$a\$z(Patrons  of participating GADD
libraries please click
here).$9ARL$9CHRL$9CRLS$9CPRL$9DTRL$9DCPL$9ECGR$9ECPL$9FRRLS-FA$9FRRLS$9HC
LS$9HOU$9LBRL$9OCRL-DUBLN$9LEE$9MRLS$9OHOOP$9RML$9SHRL$9SGRL$9SWGRL$9STRL$
9TCPLS$9THRL$9TLLS$9WORTH

If I am doing this correctly, I will open a bug report. 

Elaine 





J. Elaine Hardy

PINES Bibliographic Projects and Metadata Manager

Georgia Public Library Service,

A Unit of the University System of Georgia

1800 Century Place, Suite 150

Atlanta, Ga. 30345-4304

404.235-7128

404.235-7201, fax



mailto:eha...@georgialibraries.org eha...@georgialibraries.org

http://www.georgialibraries.org/ www.georgialibraries.org

http://www.georgialibraries.org/pines

Re: [OPEN-ILS-GENERAL] Question about MARC Batch edit

[Katie Wallis]

Oh!  Yes, I'd rather get a script instead, too.   :)
Katie

 Hardy, Elaine eha...@georgialibraries.org 5/30/2012 11:32 AM 

Unfortunately, the 856 will be different for about 6000 records we are bringing 
in for our Overdrive libraries. We will probably add the necessary info via a 
script rather than this route. 
Thanks!

Elaine 
 

 
J. Elaine Hardy
PINES Bibliographic Projects and Metadata Manager
Georgia Public Library Service,
A Unit of the University System of Georgia
1800 Century Place, Suite 150
Atlanta, Ga. 30345-4304
404.235-7128
404.235-7201, fax
 
eha...@georgialibraries.org
www.georgialibraries.org
http://www.georgialibraries.org/pines/

 

From: Katie Wallis [mailto:kwal...@cgcc.cc.or.us] 
Sent: Wednesday, May 30, 2012 1:51 PM
To: eha...@georgialibraries.org; open-ils-general@list.georgialibraries.org
Subject: Re: Question about MARC Batch edit

 

Hi Elaine,

 

Adding the 9 26 times is what I would have thought of doing too.  I fiddled 
around and couldn't get the right results except by the way your figured out- 
leaving out the z and 9 from Subfields (option).  I think you were doing it 
correctly.  

 

If you want a work-around until the bug is fixed, you could enter the entire 
856 as you want in a new separate 856 field, as in below-

 

Action (Rule Type): Add
 
MARC tag: 856
 
Subfields (option): 
 
MARC Data: 856 
40$uhttp://GADD.lib.overdrive.com/ContentDetails.htm?ID=CE3E7B9F-22CB-4808-A6CE-52E4F7B811D5
 $z (Patrons of participating GADD libraries please click here). $9ARL $9CHRL 
$9CRLS $9CPRL $9DTRL $9DCPL $9ECGR $9ECPL $9FRRLS-FA$9FRRLS $9HCLS $9HOU $9LBRL 
$9OCRL-DUBLN $9LEE $9MRLS $9OHOOP $9RML $9SHRL$9SGRL $9SWGRL $9STRL $9TCPLS 
$9THRL $9TLLS $9WORTH

 

And then delete the original 856 field.  You might be able to delete this 856 
field in the same batch edit by adding a second rule with Add Merge Rule.  I've 
never tried deleting a field that I'm filtering by at the same time before, but 
you could try it on one or two records to see if it works.  Otherwise, you'd 
have to have a second step to remove the first 856.

 

Katie

 

 

Date: Wed, 30 May 2012 10:23:55 -0400 (EDT)
From: Hardy, Elaine eha...@georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] Question about MARC Batch edit
To: 'Evergreen Discussion Group'
open-ils-general@list.georgialibraries.org, Evergreen Catalogers
evergreen-catalog...@list.evergreen-ils.org
Message-ID: 00a301cd3e6f$d85232d0$88f69870$@georgialibraries.org
Content-Type: text/plain; charset=us-ascii

Kathy,

I followed your instructions but did not get the desired results. It
appears that you cannot add multiple instances of the same subfield via
the MARC batch edit to an existing field. At least, I was unsuccessful
adding multiple $9s. 

When I did this:

Action (Rule Type): Add

MARC tag: 856

Subfields (option): z9

MARC Data: 856 \\$z ( file:///\$z ) (Patrons of participating GADD libraries 
please click
here). $9ARL $9CHRL $9CRLS $9CPRL $9DTRL $9DCPL $9ECGR $9ECPL $9FRRLS-FA
$9FRRLS $9HCLS $9HOU $9LBRL $9OCRL-DUBLN $9LEE $9MRLS $9OHOOP $9RML $9SHRL
$9SGRL $9SWGRL $9STRL $9TCPLS $9THRL $9TLLS $9WORTH



Advanced Matching Restrictions

Subfield: z

Regular Expression: Access Georgia Download Destination



I get this:

=856
40$uhttp://GADD.lib.overdrive.com/ContentDetails.htm?ID=CE3E7B9F-22CB-4808
-A6CE-52E4F7B811D5$zAccess Georgia Download Destination$z (Patrons of
participating GADD libraries please click
here).$9ARL$CHRLCRLS$CPRLDTRL$DCPLECGR$ECPLFRRLS-FA$FRRLSHCLS$HOULBRL$OCRL
-DUBLNLEE$MRLSOHOOP$RMLSHRL$SGRLSWGRL$STRLTCPLS$THRLTLLS$WORTH

While the delimiter symbol is added, the 9 is only added to the first one,
making the immediately following library policy name the subfield tag
everywhere else.

I tried putting spaces on either side of $9, a space in front of the $9s
with none after, no space before but one after, and then no spaces; but,
the result was always the same. I thought perhaps I needed as many 9s as
there were instances in the field (26 in this case) in the Subfields
(option) datawell. That resulted in 26 repetitions of the above. So then I
added nothing in the subfield datawell (since it says option) and that
resulted in an additional 856 being added (which makes sense), with the
$9s correctly formatted:

=856 \\$a\\$z(Patrons ( file:///\$az(Patrons ) of participating GADD libraries 
please click
here).$9ARL$9CHRL$9CRLS$9CPRL$9DTRL$9DCPL$9ECGR$9ECPL$9FRRLS-FA$9FRRLS$9HC
LS$9HOU$9LBRL$9OCRL-DUBLN$9LEE$9MRLS$9OHOOP$9RML$9SHRL$9SGRL$9SWGRL$9STRL$
9TCPLS$9THRL$9TLLS$9WORTH

If I am doing this correctly, I will open a bug report. 

Elaine 





J. Elaine Hardy

PINES Bibliographic Projects and Metadata Manager

Georgia Public Library Service,

A Unit of the University System of Georgia

1800 Century Place, Suite 150

Atlanta, Ga. 30345-4304

404.235-7128

404.235-7201, fax



mailto:eha...@georgialibraries.org eha...@georgialibraries.org

http://www.georgialibraries.org/ www.georgialibraries.org

http

Re: [OPEN-ILS-GENERAL] Question about MARC Batch edit

[Mary Llewellyn]

We'd like to do something similar, but the opposite. When one of our
libraries drops their Overdrive subscription, we'd like to be able to remove
their subfield 9 from the 856. 

So far, every time I try to tell it to remove $9 if it contains NMLSYS, all
the subfields 9 are removed. Not a happy outcome for our other libraries!

I set it up as 

Action (Rule type): Delete  

MARC tag: 856

Subfields: 9

Advanced Matching Restriction: 

Subfield: 9

Regular Expression: NMLSYS

I know I must be missing something. I've looked at the Perl Regular
Expressions documentation, but I'm not sure what I need to do. 

Any help would be greatly appreciated. 

 

From: open-ils-general-boun...@list.georgialibraries.org
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of
Katie Wallis
Sent: Friday, April 20, 2012 12:25 PM
To: open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] Question about MARC Batch edit

 

Hi Elaine,

Yes, it is possible to do that!  When you use the rule setup in MARC Batch
Edit, there's an option section called Advanced Matching Restrictions.  So
you'd tell it to add subfields z and 9 to 856 but only where 856 has a
subfield z that contains [fill in blank].   It would look something like
this:

 

Action (Rule Type): Add

MARC tag: 856

Subfields (option): z9

MARC Data: 856 \\$z file:///\\$z  (Patrons of participating GADD libraries
please click here). $9ARL $9CHRL $9CRLS $9CPRL $9DTRL $9DCPL $9ECGR $9ECPL
$9FRRLS-FA $9FRRLS $9HCLS $9HOU $9LBRL $9OCRL-DUBLN $9LEE $9MRLS $9OHOOP
$9RML $9SHRL $9SGRL $9SWGRL $9STRL $9TCPLS $9THRL $9TLLS $9WORTH

 

Advanced Matching Restrictions

Subfield: z

Regular Expression: Access Georgia Download Destination

Katie

 


 

 

Katie Wallis

Columbia Gorge Community College Library

400 East Scenic Drive, The Dalles, OR 97058

kwal...@cgcc.cc.or.us | 541-506-6087

 

 open-ils-general-requ...@list.georgialibraries.org 4/20/2012 9:00 AM


   1. Question about MARC Batch edit (Hardy, Elaine)


Date: Thu, 19 Apr 2012 14:04:47 -0400 (EDT)
From: Hardy, Elaine eha...@georgialibraries.org
Subject: [OPEN-ILS-GENERAL] Question about MARC Batch edit


We are exploring options for adding a $z and a string of $9s to an 856 on
title records for Overdrive titles within the PINES consortium. The 856
for the specific url for each title will be provided by a vendor. Each
record will have a different 856 |u for the Overdrive url since it links
to the specific title. We want to take the provided 856 that will look
like:


856  40  ?u
http://GADD.lib.overdrive.com/ContentDetails.htm?ID=CE3E7B9F-22CB-4808-A6C
E-52E4F7B811D5 ?z Access Georgia Download Destination?


And make it look like:


856  40  ?u
http://GADD.lib.overdrive.com/ContentDetails.htm?ID=CE3E7B9F-22CB-4808-A6C
E-52E4F7B811D5 ?z Access Georgia Download Destination ?z (Patrons of
participating GADD libraries please click here). ?9 ARL ?9 CHRL ?9 CRLS ?9
CPRL ?9 DTRL ?9 DCPL ?9 ECGR ?9 ECPL ?9 FRRLS-FA ?9 FRRLS ?9 HCLS ?9 HOU
?9 LBRL ?9 OCRL-DUBLN ?9 LEE ?9 MRLS ?9 OHOOP ?9 RML ?9 SHRL ?9 SGRL ?9
SWGRL ?9 STRL ?9 TCPLS ?9 THRL ?9 TLLS ?9 WORTH


Or (only one subfield z)


856  40  ?u
http://GADD.lib.overdrive.com/ContentDetails.htm?ID=CE3E7B9F-22CB-4808-A6C
E-52E4F7B811D5 ?z Access Georgia Download Destination (Patrons of
participating GADD libraries please click here). ?9 ARL ?9 CHRL ?9 CRLS ?9
CPRL ?9 DTRL ?9 DCPL ?9 ECGR ?9 ECPL ?9 FRRLS-FA ?9 FRRLS ?9 HCLS ?9 HOU
?9 LBRL ?9 OCRL-DUBLN ?9 LEE ?9 MRLS ?9 OHOOP ?9 RML ?9 SHRL ?9 SGRL ?9
SWGRL ?9 STRL ?9 TCPLS ?9 THRL ?9 TLLS ?9 WORTH


If we use MARC batch edit to add our information, can we add it to the
specific Overdrive linked 856 in the desired records and not to all 856s
in a record? If so, how would we do that?

Elaine

J. Elaine Hardy
PINES Bibliographic Projects and Metadata Manager

Georgia Public Library Service,
A Unit of the University System of Georgia
1800 Century Place, Suite 150
Atlanta, Ga. 30345-4304
404.235-7128
404.235-7201, fax

Re: [OPEN-ILS-GENERAL] Question about MARC Batch edit

[Ian Bays]

If you are trying to match exactly NMLSYS your regular expression should 
probably be:

/^NMLSYS$/
The // being the start/end of the regular expression, the ^ being the 
start of the field being searched and the $ being the end of that field.


I can't say I have tried that feature, but that's the regular 
expression.  Try it.


Ian

On 18/05/2012 16:31, Mary Llewellyn wrote:


We'd like to do something similar, but the opposite. When one of our 
libraries drops their Overdrive subscription, we'd like to be able to 
remove their subfield 9 from the 856.


So far, every time I try to tell it to remove $9 if it contains 
NMLSYS, all the subfields 9 are removed. Not a happy outcome for our 
other libraries!


I set it up as

Action (Rule type): Delete

MARC tag: 856

Subfields: 9

Advanced Matching Restriction:

Subfield: 9

Regular Expression: NMLSYS

I know I must be missing something. I've looked at the Perl Regular 
Expressions documentation, but I'm not sure what I need to do.


Any help would be greatly appreciated.

*From:*open-ils-general-boun...@list.georgialibraries.org 
[mailto:open-ils-general-boun...@list.georgialibraries.org] *On Behalf 
Of *Katie Wallis

*Sent:* Friday, April 20, 2012 12:25 PM
*To:* open-ils-general@list.georgialibraries.org
*Subject:* Re: [OPEN-ILS-GENERAL] Question about MARC Batch edit

Hi Elaine,

Yes, it is possible to do that!  When you use the rule setup in MARC 
Batch Edit, there's an option section called Advanced Matching 
Restrictions.  So you'd tell it to add subfields z and 9 to 856 but 
only where 856 has a subfield z that contains [fill in blank].   It 
would look something like this:


Action (Rule Type): Add

MARC tag: 856

Subfields (option): z9

MARC Data: 856 \\$z file:///%5C%5C$z (Patrons of participating GADD 
libraries please click here). $9ARL $9CHRL $9CRLS $9CPRL $9DTRL $9DCPL 
$9ECGR $9ECPL $9FRRLS-FA $9FRRLS $9HCLS $9HOU $9LBRL $9OCRL-DUBLN 
$9LEE $9MRLS $9OHOOP $9RML $9SHRL $9SGRL $9SWGRL $9STRL $9TCPLS $9THRL 
$9TLLS $9WORTH


Advanced Matching Restrictions

Subfield: z

Regular Expression: Access Georgia Download Destination

Katie


*Katie Wallis*

*Columbia Gorge Community College Library*

400 East Scenic Drive, The Dalles, OR 97058

kwal...@cgcc.cc.or.us mailto:kwal...@cgcc.cc.or.us | 541-506-6087

 open-ils-general-requ...@list.georgialibraries.org 
mailto:open-ils-general-requ...@list.georgialibraries.org 4/20/2012 
9:00 AM 


   1. Question about MARC Batch edit (Hardy, Elaine)


Date: Thu, 19 Apr 2012 14:04:47 -0400 (EDT)
From: Hardy, Elaine eha...@georgialibraries.org 
mailto:eha...@georgialibraries.org

Subject: [OPEN-ILS-GENERAL] Question about MARC Batch edit


We are exploring options for adding a $z and a string of $9s to an 856 on
title records for Overdrive titles within the PINES consortium. The 856
for the specific url for each title will be provided by a vendor. Each
record will have a different 856 |u for the Overdrive url since it links
to the specific title. We want to take the provided 856 that will look
like:


856  40  ?u
http://GADD.lib.overdrive.com/ContentDetails.htm?ID=CE3E7B9F-22CB-4808-A6C
E-52E4F7B811D5 ?z Access Georgia Download Destination?


And make it look like:


856  40  ?u
http://GADD.lib.overdrive.com/ContentDetails.htm?ID=CE3E7B9F-22CB-4808-A6C
E-52E4F7B811D5 ?z Access Georgia Download Destination ?z (Patrons of
participating GADD libraries please click here). ?9 ARL ?9 CHRL ?9 CRLS ?9
CPRL ?9 DTRL ?9 DCPL ?9 ECGR ?9 ECPL ?9 FRRLS-FA ?9 FRRLS ?9 HCLS ?9 HOU
?9 LBRL ?9 OCRL-DUBLN ?9 LEE ?9 MRLS ?9 OHOOP ?9 RML ?9 SHRL ?9 SGRL ?9
SWGRL ?9 STRL ?9 TCPLS ?9 THRL ?9 TLLS ?9 WORTH


Or (only one subfield z)


856  40  ?u
http://GADD.lib.overdrive.com/ContentDetails.htm?ID=CE3E7B9F-22CB-4808-A6C
E-52E4F7B811D5 ?z Access Georgia Download Destination (Patrons of
participating GADD libraries please click here). ?9 ARL ?9 CHRL ?9 CRLS ?9
CPRL ?9 DTRL ?9 DCPL ?9 ECGR ?9 ECPL ?9 FRRLS-FA ?9 FRRLS ?9 HCLS ?9 HOU
?9 LBRL ?9 OCRL-DUBLN ?9 LEE ?9 MRLS ?9 OHOOP ?9 RML ?9 SHRL ?9 SGRL ?9
SWGRL ?9 STRL ?9 TCPLS ?9 THRL ?9 TLLS ?9 WORTH


If we use MARC batch edit to add our information, can we add it to the
specific Overdrive linked 856 in the desired records and not to all 856s
in a record? If so, how would we do that?

Elaine

J. Elaine Hardy
PINES Bibliographic Projects and Metadata Manager

Georgia Public Library Service,
A Unit of the University System of Georgia
1800 Century Place, Suite 150
Atlanta, Ga. 30345-4304
404.235-7128
404.235-7201, fax



--
Ian Bays
Director of Projects, PTFS Europe Limited
Content Management and Library Solutions
+44 (0) 800 756 6803 (phone)
+44 (0) 7774 995297 (mobile)
+44 (0) 800 756 6384 (fax)
skype: ian.bays
email: ian.b...@ptfs-europe.com

Re: [OPEN-ILS-GENERAL] Question about MARC Batch edit

[Mary Llewellyn]

Hi Mike,

OK, I'm still having trouble. I left off the / at either end, and entered
my string as ^NMLSYS$. All the subfields 9 were deleted, not just the one
I'm trying to target. I'm back where I started. 

I'm sure once I get it, it will seem so easy. But right now, I'm totally
lost.


Mary



-Original Message-
From: open-ils-general-boun...@list.georgialibraries.org
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of
Mike Rylander
Sent: Friday, May 18, 2012 1:32 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Question about MARC Batch edit

On Fri, May 18, 2012 at 11:59 AM, Ian Bays ian.b...@ptfs-europe.com wrote:
 If you are trying to match exactly NMLSYS your regular expression 
 should probably be:
 /^NMLSYS$/
 The // being the start/end of the regular expression, the ^ being the 
 start of the field being searched and the $ being the end of that field.

While the anchors (^ and $) might be useful, the /s are not.  The value
entered is the regexp itself, not the Perl syntax to construct it.  IOW, we
take what you give us, escape some of it for sanity and safety, and then use
qr// to construct a regexp object in Perl.

--miker


 I can't say I have tried that feature, but that's the regular expression.
 Try it.

 Ian


 On 18/05/2012 16:31, Mary Llewellyn wrote:

 We’d like to do something similar, but the opposite. When one of our 
 libraries drops their Overdrive subscription, we’d like to be able to 
 remove their subfield 9 from the 856.

 So far, every time I try to tell it to remove $9 if it contains 
 NMLSYS, all the subfields 9 are removed. Not a happy outcome for our other
libraries!

 I set it up as

 Action (Rule type): Delete

 MARC tag: 856

 Subfields: 9

 Advanced Matching Restriction:

 Subfield: 9

 Regular Expression: NMLSYS

 I know I must be missing something. I’ve looked at the Perl Regular 
 Expressions documentation, but I’m not sure what I need to do.

 Any help would be greatly appreciated.



 From: open-ils-general-boun...@list.georgialibraries.org
 [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf 
 Of Katie Wallis
 Sent: Friday, April 20, 2012 12:25 PM
 To: open-ils-general@list.georgialibraries.org
 Subject: Re: [OPEN-ILS-GENERAL] Question about MARC Batch edit



 Hi Elaine,

 Yes, it is possible to do that!  When you use the rule setup in MARC 
 Batch Edit, there's an option section called Advanced Matching 
 Restrictions.  So you'd tell it to add subfields z and 9 to 856 but 
 only where 856 has a subfield z that contains [fill in blank].   It 
 would look something like
 this:



 Action (Rule Type): Add

 MARC tag: 856

 Subfields (option): z9

 MARC Data: 856 \\$z (Patrons of participating GADD libraries please 
 click here). $9ARL $9CHRL $9CRLS $9CPRL $9DTRL $9DCPL $9ECGR $9ECPL 
 $9FRRLS-FA $9FRRLS $9HCLS $9HOU $9LBRL $9OCRL-DUBLN $9LEE $9MRLS 
 $9OHOOP $9RML $9SHRL $9SGRL $9SWGRL $9STRL $9TCPLS $9THRL $9TLLS 
 $9WORTH



 Advanced Matching Restrictions

 Subfield: z

 Regular Expression: Access Georgia Download Destination

 Katie








 Katie Wallis

 Columbia Gorge Community College Library

 400 East Scenic Drive, The Dalles, OR 97058

 kwal...@cgcc.cc.or.us | 541-506-6087



 open-ils-general-requ...@list.georgialibraries.org 4/20/2012 9:00 
 AM
 

    1. Question about MARC Batch edit (Hardy, Elaine)


 Date: Thu, 19 Apr 2012 14:04:47 -0400 (EDT)
 From: Hardy, Elaine eha...@georgialibraries.org
 Subject: [OPEN-ILS-GENERAL] Question about MARC Batch edit


 We are exploring options for adding a $z and a string of $9s to an 856 
 on title records for Overdrive titles within the PINES consortium. The 
 856 for the specific url for each title will be provided by a vendor. 
 Each record will have a different 856 |u for the Overdrive url since 
 it links to the specific title. We want to take the provided 856 that 
 will look
 like:


 856  40  ?u
 http://GADD.lib.overdrive.com/ContentDetails.htm?ID=CE3E7B9F-22CB-4808
 -A6C
 E-52E4F7B811D5 ?z Access Georgia Download Destination?


 And make it look like:


 856  40  ?u
 http://GADD.lib.overdrive.com/ContentDetails.htm?ID=CE3E7B9F-22CB-4808
 -A6C
 E-52E4F7B811D5 ?z Access Georgia Download Destination ?z (Patrons of 
 participating GADD libraries please click here). ?9 ARL ?9 CHRL ?9 
 CRLS ?9 CPRL ?9 DTRL ?9 DCPL ?9 ECGR ?9 ECPL ?9 FRRLS-FA ?9 FRRLS ?9 
 HCLS ?9 HOU
 ?9 LBRL ?9 OCRL-DUBLN ?9 LEE ?9 MRLS ?9 OHOOP ?9 RML ?9 SHRL ?9 SGRL 
 ?9 SWGRL ?9 STRL ?9 TCPLS ?9 THRL ?9 TLLS ?9 WORTH


 Or (only one subfield z)


 856  40  ?u
 http://GADD.lib.overdrive.com/ContentDetails.htm?ID=CE3E7B9F-22CB-4808
 -A6C
 E-52E4F7B811D5 ?z Access Georgia Download Destination (Patrons of 
 participating GADD libraries please click here). ?9 ARL ?9 CHRL ?9 
 CRLS ?9 CPRL ?9 DTRL ?9 DCPL ?9 ECGR ?9 ECPL ?9 FRRLS-FA ?9 FRRLS ?9 
 HCLS ?9 HOU
 ?9 LBRL ?9 OCRL-DUBLN ?9 LEE ?9 MRLS ?9 OHOOP ?9 RML ?9 SHRL ?9 SGRL 
 ?9 SWGRL ?9 STRL ?9 TCPLS ?9 THRL ?9 TLLS ?9 WORTH

[OPEN-ILS-GENERAL] Question about circulation message

[John R. Clark]

Good afternoon,
One of our member libraries gets the following error message that blocks 
checkout. I've looked at example records and am unable to see anything 
that might be a smoking gun. Any suggestions or thoughts as to what 
might be triggering this will be gratefully accepted.

Target copy, not allowed to circulate

Thank you.

Regards,
John Clark-Maine Balsam Libraries Consortium

Re: [OPEN-ILS-GENERAL] Question about circulation message

[Steve Wills]

/me is wondering if we have a circulation matrix setup error here?

-Original Message-
From: John R. Clark [mailto:be...@tds.net]
Sent: Monday, April 23, 2012 03:49 PM
To: open-ils-general@list.georgialibraries.org
Subject: [OPEN-ILS-GENERAL] Question about circulation message

Good afternoon,One of our member libraries gets the following error message 
that blocks checkout. I've looked at example records and am unable to see 
anything that might be a smoking gun. Any suggestions or thoughts as to what 
might be triggering this will be gratefully accepted.Target copy, not allowed 
to circulateThank you.Regards,John Clark-Maine Balsam Libraries Consortium

Re: [OPEN-ILS-GENERAL] Question about circulation message

[John R. Clark]

Not sure,
Here's a response I got almost immediately and sent on to Nancy. I did 
notice that both item examples she sent me were in the stacks location. 
I don't know if she has started moving stuff from the generic stacks 
location to the ones created for Penquis of not. We migrated all of ours 
over, not because we were having this issue, but because we wanted more 
accurate circulation stats. Anyhow here's the reply-John


John,

I am not sure what staff are doing when the message comes up but if they are trying to 
check out the item, then that item is marked no for circulate somewhere.  It 
could be the item itself, or it could be the shelving location.  I would check those 2 
things first.

If the message is coming up when they are trying to trap a hold, it means the 
copy they are trying to trap will not work, they need to pull the exact barcode 
to fill the hold. I know sometimes you have more than one copy of an item and 
the one with the exact barcode is the one that is needed to fill the hold.

If these suggestions don't help, I might be able to come up with something else 
if I knew exactly what staff were doing when they get this message.

Thanks,

Dawn Dale
PINES Helpdesk Manager
Georgia Public Library Service
1800 Century Place
Suite 150
Atlanta, GA 30345
404-235-7136
dd...@georgialibraries.org

Re: [OPEN-ILS-GENERAL] Question about MARC Batch edit

[Katie Wallis]

Hi Elaine,
Yes, it is possible to do that!  When you use the rule setup in MARC Batch 
Edit, there's an option section called Advanced Matching Restrictions.  So 
you'd tell it to add subfields z and 9 to 856 but only where 856 has a subfield 
z that contains [fill in blank].   It would look something like this:
 
Action (Rule Type): Add
MARC tag: 856
Subfields (option): z9
MARC Data: 856 \\$z (Patrons of participating GADD libraries please click 
here). $9ARL $9CHRL $9CRLS $9CPRL $9DTRL $9DCPL $9ECGR $9ECPL $9FRRLS-FA 
$9FRRLS $9HCLS $9HOU $9LBRL $9OCRL-DUBLN $9LEE $9MRLS $9OHOOP $9RML $9SHRL 
$9SGRL $9SWGRL $9STRL $9TCPLS $9THRL $9TLLS $9WORTH
 
Advanced Matching Restrictions
Subfield: z
Regular Expression: Access Georgia Download Destination

Katie
 

 
 

Katie Wallis
Columbia Gorge Community College Library
400 East Scenic Drive, The Dalles, OR 97058
kwal...@cgcc.cc.or.us | 541-506-6087
 
 open-ils-general-requ...@list.georgialibraries.org 4/20/2012 9:00 AM 

   1. Question about MARC Batch edit (Hardy, Elaine)

Date: Thu, 19 Apr 2012 14:04:47 -0400 (EDT)
From: Hardy, Elaine eha...@georgialibraries.org
Subject: [OPEN-ILS-GENERAL] Question about MARC Batch edit


We are exploring options for adding a $z and a string of $9s to an 856 on
title records for Overdrive titles within the PINES consortium. The 856
for the specific url for each title will be provided by a vendor. Each
record will have a different 856 |u for the Overdrive url since it links
to the specific title. We want to take the provided 856 that will look
like:


856  40  ?u
http://GADD.lib.overdrive.com/ContentDetails.htm?ID=CE3E7B9F-22CB-4808-A6C
E-52E4F7B811D5 ?z Access Georgia Download Destination?


And make it look like:


856  40  ?u
http://GADD.lib.overdrive.com/ContentDetails.htm?ID=CE3E7B9F-22CB-4808-A6C
E-52E4F7B811D5 ?z Access Georgia Download Destination ?z (Patrons of
participating GADD libraries please click here). ?9 ARL ?9 CHRL ?9 CRLS ?9
CPRL ?9 DTRL ?9 DCPL ?9 ECGR ?9 ECPL ?9 FRRLS-FA ?9 FRRLS ?9 HCLS ?9 HOU
?9 LBRL ?9 OCRL-DUBLN ?9 LEE ?9 MRLS ?9 OHOOP ?9 RML ?9 SHRL ?9 SGRL ?9
SWGRL ?9 STRL ?9 TCPLS ?9 THRL ?9 TLLS ?9 WORTH


Or (only one subfield z)


856  40  ?u
http://GADD.lib.overdrive.com/ContentDetails.htm?ID=CE3E7B9F-22CB-4808-A6C
E-52E4F7B811D5 ?z Access Georgia Download Destination (Patrons of
participating GADD libraries please click here). ?9 ARL ?9 CHRL ?9 CRLS ?9
CPRL ?9 DTRL ?9 DCPL ?9 ECGR ?9 ECPL ?9 FRRLS-FA ?9 FRRLS ?9 HCLS ?9 HOU
?9 LBRL ?9 OCRL-DUBLN ?9 LEE ?9 MRLS ?9 OHOOP ?9 RML ?9 SHRL ?9 SGRL ?9
SWGRL ?9 STRL ?9 TCPLS ?9 THRL ?9 TLLS ?9 WORTH


If we use MARC batch edit to add our information, can we add it to the
specific Overdrive linked 856 in the desired records and not to all 856s
in a record? If so, how would we do that?

Elaine

J. Elaine Hardy
PINES Bibliographic Projects and Metadata Manager

Georgia Public Library Service,
A Unit of the University System of Georgia
1800 Century Place, Suite 150
Atlanta, Ga. 30345-4304
404.235-7128
404.235-7201, fax

Re: [OPEN-ILS-GENERAL] Question about MARC Batch edit

[Hardy, Elaine]

Thanks!

 

Elaine 

 

 

J. Elaine Hardy

PINES Bibliographic Projects and Metadata Manager

Georgia Public Library Service,

A Unit of the University System of Georgia

1800 Century Place, Suite 150

Atlanta, Ga. 30345-4304

404.235-7128

404.235-7201, fax

 

 mailto:eha...@georgialibraries.org eha...@georgialibraries.org

 http://www.georgialibraries.org/ www.georgialibraries.org

 http://www.georgialibraries.org/pines/
http://www.georgialibraries.org/pines/

 

From: open-ils-general-boun...@list.georgialibraries.org
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of
Katie Wallis
Sent: Friday, April 20, 2012 12:25 PM
To: open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] Question about MARC Batch edit

 

Hi Elaine,

Yes, it is possible to do that!  When you use the rule setup in MARC Batch
Edit, there's an option section called Advanced Matching Restrictions.
So you'd tell it to add subfields z and 9 to 856 but only where 856 has a
subfield z that contains [fill in blank].   It would look something like
this:

 

Action (Rule Type): Add

MARC tag: 856

Subfields (option): z9

MARC Data: 856 \\$z file:///\\$z  (Patrons of participating GADD
libraries please click here). $9ARL $9CHRL $9CRLS $9CPRL $9DTRL $9DCPL
$9ECGR $9ECPL $9FRRLS-FA $9FRRLS $9HCLS $9HOU $9LBRL $9OCRL-DUBLN $9LEE
$9MRLS $9OHOOP $9RML $9SHRL $9SGRL $9SWGRL $9STRL $9TCPLS $9THRL $9TLLS
$9WORTH

 

Advanced Matching Restrictions

Subfield: z

Regular Expression: Access Georgia Download Destination

Katie

 


 

 

Katie Wallis

Columbia Gorge Community College Library

400 East Scenic Drive, The Dalles, OR 97058

kwal...@cgcc.cc.or.us | 541-506-6087

 

 open-ils-general-requ...@list.georgialibraries.org 4/20/2012 9:00 AM


   1. Question about MARC Batch edit (Hardy, Elaine)


Date: Thu, 19 Apr 2012 14:04:47 -0400 (EDT)
From: Hardy, Elaine eha...@georgialibraries.org
Subject: [OPEN-ILS-GENERAL] Question about MARC Batch edit


We are exploring options for adding a $z and a string of $9s to an 856 on
title records for Overdrive titles within the PINES consortium. The 856
for the specific url for each title will be provided by a vendor. Each
record will have a different 856 |u for the Overdrive url since it links
to the specific title. We want to take the provided 856 that will look
like:


856  40  ?u
http://GADD.lib.overdrive.com/ContentDetails.htm?ID=CE3E7B9F-22CB-4808-A6C
E-52E4F7B811D5 ?z Access Georgia Download Destination?


And make it look like:


856  40  ?u
http://GADD.lib.overdrive.com/ContentDetails.htm?ID=CE3E7B9F-22CB-4808-A6C
E-52E4F7B811D5 ?z Access Georgia Download Destination ?z (Patrons of
participating GADD libraries please click here). ?9 ARL ?9 CHRL ?9 CRLS ?9
CPRL ?9 DTRL ?9 DCPL ?9 ECGR ?9 ECPL ?9 FRRLS-FA ?9 FRRLS ?9 HCLS ?9 HOU
?9 LBRL ?9 OCRL-DUBLN ?9 LEE ?9 MRLS ?9 OHOOP ?9 RML ?9 SHRL ?9 SGRL ?9
SWGRL ?9 STRL ?9 TCPLS ?9 THRL ?9 TLLS ?9 WORTH


Or (only one subfield z)


856  40  ?u
http://GADD.lib.overdrive.com/ContentDetails.htm?ID=CE3E7B9F-22CB-4808-A6C
E-52E4F7B811D5 ?z Access Georgia Download Destination (Patrons of
participating GADD libraries please click here). ?9 ARL ?9 CHRL ?9 CRLS ?9
CPRL ?9 DTRL ?9 DCPL ?9 ECGR ?9 ECPL ?9 FRRLS-FA ?9 FRRLS ?9 HCLS ?9 HOU
?9 LBRL ?9 OCRL-DUBLN ?9 LEE ?9 MRLS ?9 OHOOP ?9 RML ?9 SHRL ?9 SGRL ?9
SWGRL ?9 STRL ?9 TCPLS ?9 THRL ?9 TLLS ?9 WORTH


If we use MARC batch edit to add our information, can we add it to the
specific Overdrive linked 856 in the desired records and not to all 856s
in a record? If so, how would we do that?

Elaine

J. Elaine Hardy
PINES Bibliographic Projects and Metadata Manager

Georgia Public Library Service,
A Unit of the University System of Georgia
1800 Century Place, Suite 150
Atlanta, Ga. 30345-4304
404.235-7128
404.235-7201, fax

[OPEN-ILS-GENERAL] Question about run Staff client.

[윤현탁]

Finally, I installed Evergreen. Thanks to all people helped me.

But I encountered another problem.. :(

I success run SC, and log in. but when I click 'new window', These message
printed :

!! This software has encountered an error.  Please tell your friendly
system administrator or software developer the
following:\nmenu_frame.xul\nTypeError: obj.data.hash.aous is undefined\n

What happened? And What should I do?...

Re: [OPEN-ILS-GENERAL] Question about run Staff client.

[Jason Stephenson]

Quoting ??? dht...@gmail.com:


Finally, I installed Evergreen. Thanks to all people helped me.

But I encountered another problem.. :(

I success run SC, and log in. but when I click 'new window', These message
printed :

!! This software has encountered an error.  Please tell your friendly
system administrator or software developer the
following:\nmenu_frame.xul\nTypeError: obj.data.hash.aous is undefined\n

What happened? And What should I do?...


Normally, that message means that the client could not load some  
needed configuration data from the server.


Try running autogen.sh on the server to generate that data.

You will need to logout of the client and log back in since the client  
loads that data at login.


HTH,
Jason









--
Jason Stephenson
Assistant Director for Technology Services
Merrimack Valley Library Consortium
Chief Bug Wrangler, Evergreen ILS

Re: [OPEN-ILS-GENERAL] Question about installing Evergreen.

[Wolf Halton]

On Tue, Jan 31, 2012 at 7:18 PM, 윤현탁 dht...@gmail.com wrote:

 Hello.
 I`m trying to install Evergreen, but i can`t...
 I read following manual : 
 http://evergreen-ils.org/documentation/install/README_2_1_1.html.
 But an error occured at 'starting Evergreen'. When I typed 'autogen.sh -u', 
 message that not connected in network when updaing orgtree process.
 I tried troubleshooting process, but they says everything is okay.

 I attach screenshot. Please help me.


Hi,
The steps I follow when this happens to me, and it has happened a lot,
so it is not a huge issue, really.
1, Did you get a good test when you installed opensrf?
If not, you needed to test that first.
This is the opensrf install notes:
http://open-ils.org/dokuwiki/doku.php?id=opensrf:2.0:install
are you 100% positive you named and passworded the opensrf and router
users for ejabberd the same as you put into

/openils/conf/opensrf_core.xml

If you are 100% sure of that piece, start with becoming the root user
and restart ejabberd
/etc/init.d/ejabberd restart
then test ejabberd to make sure it is running on the port you expect
# ejabberdctl status
if it is running right and not lost,
restart memcached
/etc/init.d/memcached restart
Now su opensrf and start opensrf

osrf_ctl.sh -l -a start_all
This presumes your database is local

Start srfsh and try calling the add method on the OpenSRF math service:

/openils/bin/srfsh
srfsh#  request opensrf.math add 2 2
if you get an answer like:

received Data: 4


Request Completed Successfully
Request Time in seconds: 0.007519

srfsh#

If this works, then you can try and start your evergreen application.
You have proved the basic system is communicating properly.
if it doesn't work, you can check what did start by using ps and grep:
ps aux | grep -i router
you should see at least 2 processes (in addition to 'ps')in the output
including the word router
ps aux | grep -i cstore
These are the C language processes
ps aux | grep -i perl
there will be a lot of perl processes.  The list of these processes
are in the /openils/conf/opensrf.xml file.

If they are not there, you will have to look at the log files in
/openils/var/log
  Fix what it says are broken.

Become root again and restart apache

run autogen.sh again.


/etc/init.d/apache2 restart




--
This Apt Has Super Cow Powers - http://sourcefreedom.com
Advancing Libraries Together - http://LYRASIS.org

[OPEN-ILS-GENERAL] Question concerning the booking module

[Hardy, Elaine]

We've had some libraries accidentally make bibliographic items bookable
(well, I'm calling it accidental. I suspect it was an attempt to see what
would happen). We would like to remove them from being a bookable
resource, since they are visible with any library's login, but have not
been able to do so at any permission level. While we can delete a non-bib
item from the bookable resource type in the server administration
interface, the bib records don't delete. We thought perhaps they were
booked and this was preventing their deletion; but, that is not the case.
So, our questions are  -- can we remove a bib item from resource types
and, if so, how? Basically, what are we missing?

 

I did check the archives and did not find this covered there.

 

Thanks,

 

Elaine 

 

 

J. Elaine Hardy

PINES Bibliographic Projects and Metadata Manager

Georgia Public Library Service,

A Unit of the University System of Georgia

1800 Century Place, Suite 150

Atlanta, Ga. 30345-4304

404.235-7128

404.235-7201, fax

 

 mailto:eha...@georgialibraries.org eha...@georgialibraries.org

 http://www.georgialibraries.org www.georgialibraries.org

 http://www.georgialibraries.org/pines/
http://www.georgialibraries.org/pines/

 

Re: [OPEN-ILS-GENERAL] Question concerning the booking module

[Lebbeous Fogle-Weekley]

On 06/21/2011 01:26 PM, Hardy, Elaine wrote:

We've had some libraries accidentally make bibliographic items bookable
(well, I'm calling it accidental. I suspect it was an attempt to see what
would happen). We would like to remove them from being a bookable
resource, since they are visible with any library's login, but have not
been able to do so at any permission level. While we can delete a non-bib
item from the bookable resource type in the server administration
interface, the bib records don't delete. We thought perhaps they were
booked and this was preventing their deletion; but, that is not the case.
So, our questions are  -- can we remove a bib item from resource types
and, if so, how? Basically, what are we missing?



Hello Elaine,

I think you'll be able to delete the resource type entries if you 
first delete all the related resource entries in the interface which 
you find by following these staff client menus: Admin - Server 
Administration - Booking - Resources.


Also, if I recall correctly, it is possible not to run the Evergreen 
booking service (a server-side configuration change).  Not running the 
booking service won't gracefully hide all the buttons and links in the 
staff client that lead to booking features, but it will prevent those 
features from working.


Another, less dramatic option to prevent items from being made bookable 
again would be to make sure that nobody has either the 
ADMIN_BOOKING_RESOURCE_TYPE or the ADMIN_BOOKING_RESOURCE permission.


Hope this helps,

--
Lebbeous Fogle-Weekley
 | Software Developer
 | Equinox Software, Inc. / Your Library's Guide to Open Source
 | phone:  1-877-OPEN-ILS (673-6457)
 | email:  lebbe...@esilibrary.com
 | web:  http://www.esilibrary.com

Equinox is going to New Orleans! Please visit us at booth 550
at ALA Annual to learn more about Koha and Evergreen.

Re: [OPEN-ILS-GENERAL] Question concerning the booking module

[Hardy, Elaine]

Hi Lebbeous,

I've checked resources I don't know how many times and nothing displayed.
I made one of STATELIB's items bookable and now I get  a list under
resources. The ghosts in the machine are finally cooperating today. I knew
there had to be something that we were missing.

We are considering  removing the module, either the permission route or
the config setting you mention. Most of our libraries were more interested
in using it for the nonbib item booking but the lack of a calendar feature
and a few other issues make it problematic for them.

Thanks,

Elaine
 

J. Elaine Hardy
PINES Bibliographic Projects and Metadata Manager
Georgia Public Library Service,
A Unit of the University System of Georgia
1800 Century Place, Suite 150
Atlanta, Ga. 30345-4304
404.235-7128
404.235-7201, fax

eha...@georgialibraries.org
www.georgialibraries.org
http://www.georgialibraries.org/pines/


-Original Message-
From: open-ils-general-boun...@list.georgialibraries.org
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of
Lebbeous Fogle-Weekley
Sent: Tuesday, June 21, 2011 3:00 PM
To: open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] Question concerning the booking module

On 06/21/2011 01:26 PM, Hardy, Elaine wrote:
 We've had some libraries accidentally make bibliographic items
 bookable (well, I'm calling it accidental. I suspect it was an attempt
 to see what would happen). We would like to remove them from being a
 bookable resource, since they are visible with any library's login,
 but have not been able to do so at any permission level. While we can
 delete a non-bib item from the bookable resource type in the server
 administration interface, the bib records don't delete. We thought
 perhaps they were booked and this was preventing their deletion; but,
that is not the case.
 So, our questions are  -- can we remove a bib item from resource types
 and, if so, how? Basically, what are we missing?


Hello Elaine,

I think you'll be able to delete the resource type entries if you first
delete all the related resource entries in the interface which you find
by following these staff client menus: Admin - Server Administration -
Booking - Resources.

Also, if I recall correctly, it is possible not to run the Evergreen
booking service (a server-side configuration change).  Not running the
booking service won't gracefully hide all the buttons and links in the
staff client that lead to booking features, but it will prevent those
features from working.

Another, less dramatic option to prevent items from being made bookable
again would be to make sure that nobody has either the
ADMIN_BOOKING_RESOURCE_TYPE or the ADMIN_BOOKING_RESOURCE permission.

Hope this helps,

--
Lebbeous Fogle-Weekley
  | Software Developer
  | Equinox Software, Inc. / Your Library's Guide to Open Source
  | phone:  1-877-OPEN-ILS (673-6457)
  | email:  lebbe...@esilibrary.com
  | web:  http://www.esilibrary.com

Equinox is going to New Orleans! Please visit us at booth 550 at ALA
Annual to learn more about Koha and Evergreen.

[OPEN-ILS-GENERAL] question about background color in the staff client (1.6.1.7)

[Sharp, Chris]

Hi all,

I've been running 1.6.X.X on a test server for the past few months, and this 
has always been a details schmetails issue while testing functionality, but 
now that we're close to going live, and any little change would cause possible 
confusion, I'd like to know how this is controlled.  On our 1.4.0.7 production 
server, the backgrounds of certain staff client screens (MARC View, etc. - this 
example is from the Receipt Template Editor) are white, but on my 1.6.1.7 test 
server (a singleton localhost setup, if that makes a difference), they are 
the same gray/brown color as the default window.  Examples:

1.4.0.7: http://lupin.georgialibraries.org/~csharp/white-background.png

1.6.1.7: http://lupin.georgialibraries.org/~csharp/gray-background.png

Does anyone know how this is controlled?  Is it a bug that it's no longer white?

Thanks,

Chris

-- 
Chris Sharp
PINES Program Manager
Georgia Public Library Service
1800 Century Place, Suite 150
Atlanta, Georgia 30345
(404) 235-7147
csh...@georgialibraries.org
http://pines.georgialibraries.org/

[OPEN-ILS-GENERAL] Question about sharing a copy bucket

[Vicki Reeves]

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 sharing a copy bucket

[Turner, Jennifer M]

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 sharing a copy bucket

[Vicki Reeves]

Thank you.  I was entering bucket name, not number.  This did the trick.

On Mon, March 21, 2011 1:56 pm, Turner, Jennifer M wrote:
 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.




Vicki Reeves
Beauregard Parish Library
DeRidder, LA

“County library? Reference desk, please. Hello? Yes, I need a word
definition. Well, that's the problem. I don't know how to spell it and I'm
not allowed to say it. Could you just rattle off all the swear words you
know and I'll stop you when...Hello?” - Calvin

[OPEN-ILS-GENERAL] Question about Provider Attribute definitions

[Mary Llewellyn]

Hi all,

I'm still poking around in the Acquisitions module. The recent documentation
has been a big help, but I still have large gaps in my knowledge. The one
I'm focused on today has to do with the Provider Attribute Definitions tab
in Admin\Server Administration\Acquisitions\Providers. Would anyone tell me
how to define the attributes, and give me examples of what they've done?

The description in the documentation says, Your vendor may include
information that is specific to your organization in MARC tags. You can
specify the types of information that should be entered in each MARC tag.
Enter attribute definitions to correlate MARC tags with the information that
they should contain in incoming vendor records. Some technical knowledge is
required to enter XPath information.

Does anyone have an example of what this means? 

How does this work with the holdings tag, if it does? 

You may have entered a holdings tag when you created the provider profile.
You can also enter holdings subfields. Holdings subfields allow you to
specify subfields within the holdings tag to which your vendor adds holdings
information.

Thanks,

Mary


Mary Llewellyn
Database Manager
Bibliomation, Inc.
Middlebury, CT
mllew...@biblio.org

Re: [OPEN-ILS-GENERAL] Question about Evergreen and Social Media

[Jason Etheridge]

 I'm afraid your question is too vague for anyone to answer.  Maybe if you
 described what you wanted to do exactly, people would respond.

Or in other words, almost anything is possible with software, and the
real questions include: what has been done (and should be advertised,
shared), what needs to be done, and who is going to do it?  Those last
two depend on specifics  For the first, I'm not sure what folks are
doing in practice.  We have RSS feeds.  Adding a chat widget is as
simple as inserting Javascript into a skin in most cases.

-- 
Jason Etheridge
 | VP, Tactical Development
 | Equinox Software, Inc. / Your Library's Guide to Open Source
 | phone:  1-877-OPEN-ILS (673-6457)
 | email:  ja...@esilibrary.com
 | web:  http://www.esilibrary.com

Re: [OPEN-ILS-GENERAL] Question about Evergreen and Social Media

[Raffaella Marziani]

Hi Lori,
Thanks for replying. I am preparing a business case aiming to design (and
possibly implement) a Digital Library within my organization.
The requirements come down to the following:
1) aggregrating a number of individual e-journals (which the organisation
currently subscribe to based on IP-recognition - employes) into a database
stored on the repository.
2) Possibility of searching into external on-line databases (currently four)
3) Using Federate Search to search into the e-journal collection and into
the four on-line external databases
4) adding RSS, a wikipage (for knowledge sharing), peer-review/discussion
forum (or blogs), Podcasts, movies, interviews
 5) possibility of adding organisation's internal documents (power point
slides, reports, statistics, word files). The idea is to convert these files
into a PDF/A format and into xml to ensure minimun modification of text
(unless the author/originator agrees with the usage from others) and
interoperability.
6) minum costs for the installation of a software able to support the above
requirements (that is why I thought of using an open source database)
7) minimum maintenance

I would like to know if Evergreen would be able to support these
requirements and if anyone has already implemented the above for own use. If
so, could you share your experience/findings with me?

Thanks
Regards,
Raffaella

On 15 March 2011 13:05, Jason Etheridge ja...@esilibrary.com wrote:

  I'm afraid your question is too vague for anyone to answer.  Maybe if you
  described what you wanted to do exactly, people would respond.

 Or in other words, almost anything is possible with software, and the
 real questions include: what has been done (and should be advertised,
 shared), what needs to be done, and who is going to do it?  Those last
 two depend on specifics  For the first, I'm not sure what folks are
 doing in practice.  We have RSS feeds.  Adding a chat widget is as
 simple as inserting Javascript into a skin in most cases.

 --
 Jason Etheridge
  | VP, Tactical Development
  | Equinox Software, Inc. / Your Library's Guide to Open Source
  | phone:  1-877-OPEN-ILS (673-6457)
  | email:  ja...@esilibrary.com
  | web:  http://www.esilibrary.com

[OPEN-ILS-GENERAL] Question about Evergreen and Social Media

[Raffaella Marziani]

I have a question about the integration of Social Media like Blog's, wiki's,
RSS, Yammer, Chat Rooms ect with Evergreen? Is it possible? Can the software
support these applications and if so how?

Thank you
Raffaella

Re: [OPEN-ILS-GENERAL] Question about editing a batch of MARC records

[Vicki Reeves]

You can skip over this one.  We had to reload for another issue so I
figured out how to fix the problem before we brought the records over.
Please think good thoughts  blow wishes toward Louisiana - we're trying
to get a load we can go live in this weekend.

On Sat, 2011-03-12 at 09:19 -0600, Vicki Reeves wrote:
 We did not discover until we had our records moved across into Evergreen
 that our old database did not have the correct value for a non musical
 sound recording in the 06 (Type of record) field.  Rather than having to
 go back to the load stage, I'm wondering if there is some way to correct
 them using one of Evergreen's batch features or an SQL command.  I have
 a list of barcodes for the items which need corrected so I could either
 make it into a series of SQL commands or enter the barcodes into a
 bucket. 
 
 Any ideas will be welcome.  Thank you.
 
 

Re: [OPEN-ILS-GENERAL] Question about a permission setting

[Geoff Brown]

Hi All,

I have (what I believe is) a very question.we have migrated to 2.0.2

What is the Macros to have the due time of an item appear on a receipt 
template? I would have thought that it would have been %due_time% but this 
doesn't appear to be working.

Any advice would be appreciated.

Thanks,
Geoff Brown
Niagara College

Re: [OPEN-ILS-GENERAL] Question about a permission setting

[Turner, Jennifer M]

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