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

[Mary Llewellyn]

That’s a shame. I was trying to find a way so that the libraries wouldn’t
have to be responsible for their own settings.

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

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

[OPEN-ILS-GENERAL] photos for annual report

[Rogan Hamby]

We in the Outreach Committee will be starting up the annual report planning
in October but this year faces a new challenge.  I always encourage
community photos but use those from in-person events for the bulk.  We
won’t have any this year.  So, I’m beating the drum early.  I’d especially
like to see photos of libraries doing things during these times whether
it’s in-person service you’ve maintained, doing curbside service,
rearranging shelving, staff doing online storytime, and so on. Please send
them my way.  Please note that by sending the photo you are assumed to have
gotten permission to use the photo from the copyright holder and those
shown in the photo.  Thanks!


Rogan Hamby, MLIS

Data and Project Analyst

Equinox Open Library Initiative

phone:  1-877-OPEN-ILS (673-6457)

email:  ro...@equinoxinitiative.org
web:  http://EquinoxInitiative.org

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

[Frasur, Ruth]

These are in the holdings template editor under the “defaults” tab.

Ruth Frasur
Evergreen Development and Support Administrator
Indiana State Library
140 N. Senate Ave.
Indianapolis, IN 46204
(317) 460-7556

From: Open-ils-general  On 
Behalf Of Morgan, Michele
Sent: Thursday, August 20, 2020 10:16 AM
To: Evergreen Discussion Group 
Subject: Re: [OPEN-ILS-GENERAL] Library setting: GUI: Hide these fields within 
the Item Attribute Editor.

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

Thanks for clarifying that Lynn!

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



On Thu, Aug 20, 2020 at 9:49 AM Floyd, Angelia Lynn 
mailto:lflo...@library.in.gov>> wrote:
The setting in the Library Setting are from the XUL client and do not transfer 
to the Web Client.  In the Web Client you can set those up using the Holdings 
Template Editor.


-
Lynn Floyd
MIS Supervisor
Indiana State Library
317-232-3290
lflo...@library.in.gov

From: Open-ils-general 
mailto:open-ils-general-boun...@list.georgialibraries.org>>
 On Behalf Of Mary Llewellyn
Sent: Wednesday, August 19, 2020 8:29 PM
To: Evergreen Discussion Group 
mailto:open-ils-general@list.georgialibraries.org>>
Subject: [OPEN-ILS-GENERAL] Library setting: GUI: Hide these fields within the 
Item Attribute Editor.

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

Hi,

I'm intrigued by this library setting. It would be useful to set this up for 
our libraries to hide fields we don't use instead of counting on library staff 
to remember to uncheck the fields in the Volume Copy Editor on the Defaults 
tab, workstation by workstation.

We had an incident where a staff member didn't hide/disable the Deposit Amount 
field and accidentally put the price of the item in that field instead of in 
the price field, then was weirded out by an error message that popped up when 
trying to circulate the item. If I could get the library setting to work, we'd 
avoid situations like this.

The instructions for this setting say " This setting may be best maintained 
with the dedicated configuration interface within the Item Attribute Editor. 
However, here it shows up as comma separated list of field identifiers to hide. 
"

The documentation Chapter 14 Settings Overview says, " Sets which fields in the 
Item Attribute Editor to hide in the staff client." and adds " This is useful 
to hide attributes that are not used.  
http://docs.evergreen-ils.org/reorg/3.1/staff_client_admin/_settings_overview.html

Where I'm lost is the text of the field identifiers to enter. I've tried column 
names from asset.copy, but have had no luck.

Also, can I set this consortium wide, or do I need to set it library by library?

I appreciate any guidance.

Mary

--
Mary Llewellyn
Database Manager
Bibliomation, Inc.
24 Wooster Ave.
Waterbury, CT 06708
mllew...@biblio.org

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

[Mary Llewellyn]

I was hoping for a centralized way to set the hidden fields some way other
than the Default tab. One of my libraries missed hiding a field in the
default, so I want to take that burden off of them.

What I'm hearing is there is no way to do that.

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

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

-- 
Mary Llewellyn
Database Manager
Bibliomation, Inc.
24 Wooster Ave.
Waterbury, CT 06708
mllew...@biblio.org

Re: [OPEN-ILS-GENERAL] Updating inventory date as a checkin modifier

[Beth Longwell]

Elaine,

I would think so since we are on 3.4.3 but it is something to check.

Beth

On Thu, Aug 20, 2020 at 10:13 AM Elaine Hardy 
wrote:

> Is it possible that you don't have the latest version of the inventory
> development?
>
> J. Elaine Hardy, PINES and Collaborative Projects Manager
> --
>
> Georgia Public Library Service
>
> 2872 Woodcock Blvd., Suite 250 | Atlanta, GA 30341
>
> (404) 235-7128 | eha...@georgialibraries.org
>
> (404) 548-4241 | Cell
>
> 
> 
> 
>
> Join our email list  for
> stories of Georgia libraries making an impact in our communities.
>
>
> On Thu, Aug 20, 2020 at 12:10 PM Beth Longwell  wrote:
>
>> Cheryl and Elaine,
>>
>> Curious. This is all we see
>>
>> [image: image.png]
>> Beth
>>
>>
>> On Thu, Aug 20, 2020 at 10:05 AM Elaine Hardy <
>> eha...@georgialibraries.org> wrote:
>>
>>> We use 3.4.1 and do have update inventory as a checkin modifier
>>>
>>> [image: image.png]
>>>
>>>
>>> J. Elaine Hardy, PINES and Collaborative Projects Manager
>>> --
>>>
>>> Georgia Public Library Service
>>>
>>> 2872 Woodcock Blvd., Suite 250 | Atlanta, GA 30341
>>>
>>> (404) 235-7128 | eha...@georgialibraries.org
>>>
>>> (404) 548-4241 | Cell
>>>
>>> 
>>> 
>>> 
>>>
>>> Join our email list  for
>>> stories of Georgia libraries making an impact in our communities.
>>>
>>>
>>> On Thu, Aug 20, 2020 at 11:59 AM Beth Longwell  wrote:
>>>
 Evergreen libraries,

 We are on 3.4 and starting to use the new inventory date field as
 libraries are doing inventory. We are able to update the inventory date in
 the Item Status screen but do not see the option to do so as a checkin
 modifier, as the documentation states:

 12.4.3. Support for Last Inventory Date Evergreen now provides an
 option to add an inventory date to items to facilitate the process of
 performing inventory in libraries. Staff can add an inventory date to an
 item in one of the following ways:

- From the check in screen, there is now an Update Inventory check
in modifier. When selected, scanned barcodes will have the current
date/time added as the inventory date while the item is checked in.
- From the Item Status screen, an action is available to add the
current date/time as the inventory date to selected items.

 Did this feature not get implemented or are we missing something?

 Thanks in advance,

 Beth Ross
 Sage Library System

>>>

Re: [OPEN-ILS-GENERAL] Updating inventory date as a checkin modifier

[Cheryl Bowman]

this is what we have under circ modifier:
-
✗ Ignore Pre-cataloged Items
✗ Suppress Holds and Transits
✓ Amnesty Mode
✗ Auto-Print Hold and Transit Slips
✗ Clear Holds Shelf
✗ Retarget Local Holds
✗ Retarget All Statuses
✗ Capture Local Holds As Transits
✗ Manual Floating Active
✓ Update Inventory

Cheryl Bowman
Library Technician
Thorold Public Library
14 Ormond Street North
Thorold, ON L2V 1Y8


On Thu, Aug 20, 2020 at 12:18 PM Cheryl Bowman <
che...@thoroldpubliclibrary.ca> wrote:

> We are on 3.4.3 and have it. We upgraded to that version in February.
>
>
> Cheryl Bowman
> Library Technician
> Thorold Public Library
> 14 Ormond Street North
> Thorold, ON L2V 1Y8
>
>
> On Thu, Aug 20, 2020 at 12:13 PM Elaine Hardy 
> wrote:
>
>> Is it possible that you don't have the latest version of the inventory
>> development?
>>
>> J. Elaine Hardy, PINES and Collaborative Projects Manager
>> --
>>
>> Georgia Public Library Service
>>
>> 2872 Woodcock Blvd., Suite 250 | Atlanta, GA 30341
>>
>> (404) 235-7128 | eha...@georgialibraries.org
>>
>> (404) 548-4241 | Cell
>>
>> 
>> 
>> 
>>
>> Join our email list  for
>> stories of Georgia libraries making an impact in our communities.
>>
>>
>> On Thu, Aug 20, 2020 at 12:10 PM Beth Longwell  wrote:
>>
>>> Cheryl and Elaine,
>>>
>>> Curious. This is all we see
>>>
>>> [image: image.png]
>>> Beth
>>>
>>>
>>> On Thu, Aug 20, 2020 at 10:05 AM Elaine Hardy <
>>> eha...@georgialibraries.org> wrote:
>>>
 We use 3.4.1 and do have update inventory as a checkin modifier

 [image: image.png]


 J. Elaine Hardy, PINES and Collaborative Projects Manager
 --

 Georgia Public Library Service

 2872 Woodcock Blvd., Suite 250 | Atlanta, GA 30341

 (404) 235-7128 | eha...@georgialibraries.org

 (404) 548-4241 | Cell

 
 
 

 Join our email list  for
 stories of Georgia libraries making an impact in our communities.


 On Thu, Aug 20, 2020 at 11:59 AM Beth Longwell 
 wrote:

> Evergreen libraries,
>
> We are on 3.4 and starting to use the new inventory date field as
> libraries are doing inventory. We are able to update the inventory date in
> the Item Status screen but do not see the option to do so as a checkin
> modifier, as the documentation states:
>
> 12.4.3. Support for Last Inventory Date Evergreen now provides an
> option to add an inventory date to items to facilitate the process of
> performing inventory in libraries. Staff can add an inventory date to an
> item in one of the following ways:
>
>- From the check in screen, there is now an Update Inventory check
>in modifier. When selected, scanned barcodes will have the current
>date/time added as the inventory date while the item is checked in.
>- From the Item Status screen, an action is available to add the
>current date/time as the inventory date to selected items.
>
> Did this feature not get implemented or are we missing something?
>
> Thanks in advance,
>
> Beth Ross
> Sage Library System
>

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

[Floyd, Angelia Lynn]

The setting in the Library Setting are from the XUL client and do not transfer 
to the Web Client.  In the Web Client you can set those up using the Holdings 
Template Editor.


-
Lynn Floyd
MIS Supervisor
Indiana State Library
317-232-3290
lflo...@library.in.gov

From: Open-ils-general  On 
Behalf Of Mary Llewellyn
Sent: Wednesday, August 19, 2020 8:29 PM
To: Evergreen Discussion Group 
Subject: [OPEN-ILS-GENERAL] Library setting: GUI: Hide these fields within the 
Item Attribute Editor.

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

Hi,

I'm intrigued by this library setting. It would be useful to set this up for 
our libraries to hide fields we don't use instead of counting on library staff 
to remember to uncheck the fields in the Volume Copy Editor on the Defaults 
tab, workstation by workstation.

We had an incident where a staff member didn't hide/disable the Deposit Amount 
field and accidentally put the price of the item in that field instead of in 
the price field, then was weirded out by an error message that popped up when 
trying to circulate the item. If I could get the library setting to work, we'd 
avoid situations like this.

The instructions for this setting say " This setting may be best maintained 
with the dedicated configuration interface within the Item Attribute Editor. 
However, here it shows up as comma separated list of field identifiers to hide. 
"

The documentation Chapter 14 Settings Overview says, " Sets which fields in the 
Item Attribute Editor to hide in the staff client." and adds " This is useful 
to hide attributes that are not used.  
http://docs.evergreen-ils.org/reorg/3.1/staff_client_admin/_settings_overview.html

Where I'm lost is the text of the field identifiers to enter. I've tried column 
names from asset.copy, but have had no luck.

Also, can I set this consortium wide, or do I need to set it library by library?

I appreciate any guidance.

Mary

--
Mary Llewellyn
Database Manager
Bibliomation, Inc.
24 Wooster Ave.
Waterbury, CT 06708
mllew...@biblio.org

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

[Morgan, Michele]

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

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

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

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

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

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

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

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



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

> There is a bug report about the missing tab in the Local Administration
> Menu for the Holdings Template Editor.
>
> https://bugs.launchpad.net/evergreen/+bug/1892381
>
>
>
> Now for the bug about not being able to set these Globally.
>
>
>
> -
> Lynn Floyd
> MIS Supervisor
>
> Indiana State Library
> 317-232-3290
> lflo...@library.in.gov
>
>
>
> *From:* Open-ils-general <
> open-ils-general-boun...@list.georgialibraries.org> *On Behalf Of *Floyd,
> Angelia Lynn
> *Sent:* Thursday, August 20, 2020 11:10 AM
> *To:* Evergreen Discussion Group <
> open-ils-general@list.georgialibraries.org>
> *Subject:* Re: [OPEN-ILS-GENERAL] Library setting: GUI: Hide these fields
> within the Item Attribute Editor.
>
>
>
>  This is an EXTERNAL email. Exercise caution. DO NOT open attachments
> or click links from unknown senders or unexpected email. 
> --
>
> The one place they are consistently is with the Holdings Template Editor
> within the Holdings Editor.
>
>
>
> This has to be set per workstation, there has not been anywhere I can find
> to set this globally currently.
>
>
>
> This is also depending on which version of Evergreen you are using.  In
> 3.2 and before there was a default tab with in the Holdings Template Editor
> in Local Administration.
>
> In 3.3 + the default tab is only there when you access the Template Editor
> with in the Holdings Editor.
>
>
> I am placing a Bug report about this as we discuss this.
>
>
>
> -
> Lynn Floyd
> MIS Supervisor
>
> Indiana State Library
> 317-232-3290
> lflo...@library.in.gov
>
>
>
> *From:* Open-ils-general <
> open-ils-general-boun...@list.georgialibraries.org> *On Behalf Of *Morgan,
> Michele
> *Sent:* Thursday, August 20, 2020 10:16 AM
> *To:* Evergreen Discussion Group <
> open-ils-general@list.georgialibraries.org>
> *Subject:* Re: [OPEN-ILS-GENERAL] Library setting: GUI: Hide these fields
> within the Item Attribute Editor.
>
>
>
>  This is an EXTERNAL email. Exercise caution. DO NOT open attachments
> or click links from unknown senders or unexpected email. 
> --
>
> Thanks for clarifying that Lynn!
>
>
>
> So where are those settings stored now? I don't see any workstation
> settings jump out at me.
>
> --
>
> Michele M. Morgan, Technical Support Analyst
>
> North of Boston Library Exchange, Danvers Massachusetts
>
> mmor...@noblenet.org
>
>
>
>
>
>
>
> On Thu, Aug 20, 2020 at 9:49 AM Floyd, Angelia Lynn <
> lflo...@library.in.gov> wrote:
>
> The setting in the Library Setting are from the XUL client and do not
> transfer to the Web Client.  In the Web Client you can set those up using
> the Holdings Template Editor.
>
>
>
>
>
> -
> Lynn Floyd
> MIS Supervisor
>
> Indiana State Library
> 317-232-3290
> lflo...@library.in.gov
>
>
>
> *From:* Open-ils-general <
> open-ils-general-boun...@list.georgialibraries.org> *On Behalf Of *Mary
> Llewellyn
> *Sent:* Wednesday, August 19, 2020 8:29 PM
> *To:* Evergreen Discussion Group <
> open-ils-general@list.georgialibraries.org>
> *Subject:* [OPEN-ILS-GENERAL] Library setting: GUI: Hide these fields
> within the Item Attribute Editor.
>
>
>
>  This is an EXTERNAL email. Exercise caution. DO NOT open attachments
> or click links from unknown senders or unexpected email. 
> --
>
> Hi,
>
>
>
> I'm intrigued by this library setting. It would be useful to set this up
> for our libraries to hide fields we don't use instead of counting on
> library staff to remember to uncheck the fields in the Volume Copy 

Re: [OPEN-ILS-GENERAL] Updating inventory date as a checkin modifier

[Elaine Hardy]

We use 3.4.1 and do have update inventory as a checkin modifier

[image: image.png]


J. Elaine Hardy, PINES and Collaborative Projects Manager
--

Georgia Public Library Service

2872 Woodcock Blvd., Suite 250 | Atlanta, GA 30341

(404) 235-7128 | eha...@georgialibraries.org

(404) 548-4241 | Cell





Join our email list  for stories
of Georgia libraries making an impact in our communities.


On Thu, Aug 20, 2020 at 11:59 AM Beth Longwell  wrote:

> Evergreen libraries,
>
> We are on 3.4 and starting to use the new inventory date field as
> libraries are doing inventory. We are able to update the inventory date in
> the Item Status screen but do not see the option to do so as a checkin
> modifier, as the documentation states:
>
> 12.4.3. Support for Last Inventory Date Evergreen now provides an option
> to add an inventory date to items to facilitate the process of performing
> inventory in libraries. Staff can add an inventory date to an item in one
> of the following ways:
>
>- From the check in screen, there is now an Update Inventory check in
>modifier. When selected, scanned barcodes will have the current date/time
>added as the inventory date while the item is checked in.
>- From the Item Status screen, an action is available to add the
>current date/time as the inventory date to selected items.
>
> Did this feature not get implemented or are we missing something?
>
> Thanks in advance,
>
> Beth Ross
> Sage Library System
>

Re: [OPEN-ILS-GENERAL] Updating inventory date as a checkin modifier

[Cheryl Bowman]

We are on 3.4.3 and have it. We upgraded to that version in February.


Cheryl Bowman
Library Technician
Thorold Public Library
14 Ormond Street North
Thorold, ON L2V 1Y8


On Thu, Aug 20, 2020 at 12:13 PM Elaine Hardy 
wrote:

> Is it possible that you don't have the latest version of the inventory
> development?
>
> J. Elaine Hardy, PINES and Collaborative Projects Manager
> --
>
> Georgia Public Library Service
>
> 2872 Woodcock Blvd., Suite 250 | Atlanta, GA 30341
>
> (404) 235-7128 | eha...@georgialibraries.org
>
> (404) 548-4241 | Cell
>
> 
> 
> 
>
> Join our email list  for
> stories of Georgia libraries making an impact in our communities.
>
>
> On Thu, Aug 20, 2020 at 12:10 PM Beth Longwell  wrote:
>
>> Cheryl and Elaine,
>>
>> Curious. This is all we see
>>
>> [image: image.png]
>> Beth
>>
>>
>> On Thu, Aug 20, 2020 at 10:05 AM Elaine Hardy <
>> eha...@georgialibraries.org> wrote:
>>
>>> We use 3.4.1 and do have update inventory as a checkin modifier
>>>
>>> [image: image.png]
>>>
>>>
>>> J. Elaine Hardy, PINES and Collaborative Projects Manager
>>> --
>>>
>>> Georgia Public Library Service
>>>
>>> 2872 Woodcock Blvd., Suite 250 | Atlanta, GA 30341
>>>
>>> (404) 235-7128 | eha...@georgialibraries.org
>>>
>>> (404) 548-4241 | Cell
>>>
>>> 
>>> 
>>> 
>>>
>>> Join our email list  for
>>> stories of Georgia libraries making an impact in our communities.
>>>
>>>
>>> On Thu, Aug 20, 2020 at 11:59 AM Beth Longwell  wrote:
>>>
 Evergreen libraries,

 We are on 3.4 and starting to use the new inventory date field as
 libraries are doing inventory. We are able to update the inventory date in
 the Item Status screen but do not see the option to do so as a checkin
 modifier, as the documentation states:

 12.4.3. Support for Last Inventory Date Evergreen now provides an
 option to add an inventory date to items to facilitate the process of
 performing inventory in libraries. Staff can add an inventory date to an
 item in one of the following ways:

- From the check in screen, there is now an Update Inventory check
in modifier. When selected, scanned barcodes will have the current
date/time added as the inventory date while the item is checked in.
- From the Item Status screen, an action is available to add the
current date/time as the inventory date to selected items.

 Did this feature not get implemented or are we missing something?

 Thanks in advance,

 Beth Ross
 Sage Library System

>>>

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

[Frasur, Ruth]

It would be nice to have the holdings templates managed similarly to the new 
method of receipt template management.

Ruth Frasur
Evergreen Development and Support Administrator
Indiana State Library
140 N. Senate Ave.
Indianapolis, IN 46204
(317) 460-7556

From: Open-ils-general  On 
Behalf Of Mary Llewellyn
Sent: Thursday, August 20, 2020 11:22 AM
To: Evergreen Discussion Group 
Subject: Re: [OPEN-ILS-GENERAL] Library setting: GUI: Hide these fields within 
the Item Attribute Editor.

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

Thanks, Lynn.

We are currently on 3.1, and testing 3.4, so I was puzzled by all the 
directions to do it in the Holdings Template Editor since the Default tab 
wasn't there, only in the Volume/Copy Editor when adding or editing an item. It 
wouldn't have solved my wish for a centralized process anyway.

On Thu, Aug 20, 2020 at 11:10 AM Floyd, Angelia Lynn 
mailto:lflo...@library.in.gov>> wrote:
The one place they are consistently is with the Holdings Template Editor within 
the Holdings Editor.

This has to be set per workstation, there has not been anywhere I can find to 
set this globally currently.

This is also depending on which version of Evergreen you are using.  In 3.2 and 
before there was a default tab with in the Holdings Template Editor in Local 
Administration.
In 3.3 + the default tab is only there when you access the Template Editor with 
in the Holdings Editor.

I am placing a Bug report about this as we discuss this.

-
Lynn Floyd
MIS Supervisor
Indiana State Library
317-232-3290
lflo...@library.in.gov

From: Open-ils-general 
mailto:open-ils-general-boun...@list.georgialibraries.org>>
 On Behalf Of Morgan, Michele
Sent: Thursday, August 20, 2020 10:16 AM
To: Evergreen Discussion Group 
mailto:open-ils-general@list.georgialibraries.org>>
Subject: Re: [OPEN-ILS-GENERAL] Library setting: GUI: Hide these fields within 
the Item Attribute Editor.

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

Thanks for clarifying that Lynn!

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



On Thu, Aug 20, 2020 at 9:49 AM Floyd, Angelia Lynn 
mailto:lflo...@library.in.gov>> wrote:
The setting in the Library Setting are from the XUL client and do not transfer 
to the Web Client.  In the Web Client you can set those up using the Holdings 
Template Editor.


-
Lynn Floyd
MIS Supervisor
Indiana State Library
317-232-3290
lflo...@library.in.gov

From: Open-ils-general 
mailto:open-ils-general-boun...@list.georgialibraries.org>>
 On Behalf Of Mary Llewellyn
Sent: Wednesday, August 19, 2020 8:29 PM
To: Evergreen Discussion Group 
mailto:open-ils-general@list.georgialibraries.org>>
Subject: [OPEN-ILS-GENERAL] Library setting: GUI: Hide these fields within the 
Item Attribute Editor.

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

Hi,

I'm intrigued by this library setting. It would be useful to set this up for 
our libraries to hide fields we don't use instead of counting on library staff 
to remember to uncheck the fields in the Volume Copy Editor on the Defaults 
tab, workstation by workstation.

We had an incident where a staff member didn't hide/disable the Deposit Amount 
field and accidentally put the price of the item in that field instead of in 
the price field, then was weirded out by an error message that popped up when 
trying to circulate the item. If I could get the library setting to work, we'd 
avoid situations like this.

The instructions for this setting say " This setting may be best maintained 
with the dedicated configuration interface within the Item Attribute Editor. 
However, here it shows up as comma separated list of field identifiers to hide. 
"

The documentation Chapter 14 Settings Overview says, " Sets which fields in the 
Item Attribute Editor to hide in the staff client." and adds " This is useful 
to hide attributes that are not used.  
http://docs.evergreen-ils.org/reorg/3.1/staff_client_admin/_settings_overview.html

Where I'm lost is the text of the field identifiers to enter. I've tried column 
names from asset.copy, but have had no luck.

Also, can I set this consortium wide, or do I need to set it library by library?

I appreciate any guidance.

Mary

--
Mary Llewellyn
Database Manager
Bibliomation, Inc.
24 Wooster Ave.
Waterbury, CT 06708

Re: [OPEN-ILS-GENERAL] Updating inventory date as a checkin modifier

[Beth Longwell]

Cheryl and Elaine,

Curious. This is all we see

[image: image.png]
Beth


On Thu, Aug 20, 2020 at 10:05 AM Elaine Hardy 
wrote:

> We use 3.4.1 and do have update inventory as a checkin modifier
>
> [image: image.png]
>
>
> J. Elaine Hardy, PINES and Collaborative Projects Manager
> --
>
> Georgia Public Library Service
>
> 2872 Woodcock Blvd., Suite 250 | Atlanta, GA 30341
>
> (404) 235-7128 | eha...@georgialibraries.org
>
> (404) 548-4241 | Cell
>
> 
> 
> 
>
> Join our email list  for
> stories of Georgia libraries making an impact in our communities.
>
>
> On Thu, Aug 20, 2020 at 11:59 AM Beth Longwell  wrote:
>
>> Evergreen libraries,
>>
>> We are on 3.4 and starting to use the new inventory date field as
>> libraries are doing inventory. We are able to update the inventory date in
>> the Item Status screen but do not see the option to do so as a checkin
>> modifier, as the documentation states:
>>
>> 12.4.3. Support for Last Inventory Date Evergreen now provides an option
>> to add an inventory date to items to facilitate the process of performing
>> inventory in libraries. Staff can add an inventory date to an item in one
>> of the following ways:
>>
>>- From the check in screen, there is now an Update Inventory check in
>>modifier. When selected, scanned barcodes will have the current date/time
>>added as the inventory date while the item is checked in.
>>- From the Item Status screen, an action is available to add the
>>current date/time as the inventory date to selected items.
>>
>> Did this feature not get implemented or are we missing something?
>>
>> Thanks in advance,
>>
>> Beth Ross
>> Sage Library System
>>
>

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

[Floyd, Angelia Lynn]

The one place they are consistently is with the Holdings Template Editor within 
the Holdings Editor.

This has to be set per workstation, there has not been anywhere I can find to 
set this globally currently.

This is also depending on which version of Evergreen you are using.  In 3.2 and 
before there was a default tab with in the Holdings Template Editor in Local 
Administration.
In 3.3 + the default tab is only there when you access the Template Editor with 
in the Holdings Editor.

I am placing a Bug report about this as we discuss this.

-
Lynn Floyd
MIS Supervisor
Indiana State Library
317-232-3290
lflo...@library.in.gov

From: Open-ils-general  On 
Behalf Of Morgan, Michele
Sent: Thursday, August 20, 2020 10:16 AM
To: Evergreen Discussion Group 
Subject: Re: [OPEN-ILS-GENERAL] Library setting: GUI: Hide these fields within 
the Item Attribute Editor.

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

Thanks for clarifying that Lynn!

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



On Thu, Aug 20, 2020 at 9:49 AM Floyd, Angelia Lynn 
mailto:lflo...@library.in.gov>> wrote:
The setting in the Library Setting are from the XUL client and do not transfer 
to the Web Client.  In the Web Client you can set those up using the Holdings 
Template Editor.


-
Lynn Floyd
MIS Supervisor
Indiana State Library
317-232-3290
lflo...@library.in.gov

From: Open-ils-general 
mailto:open-ils-general-boun...@list.georgialibraries.org>>
 On Behalf Of Mary Llewellyn
Sent: Wednesday, August 19, 2020 8:29 PM
To: Evergreen Discussion Group 
mailto:open-ils-general@list.georgialibraries.org>>
Subject: [OPEN-ILS-GENERAL] Library setting: GUI: Hide these fields within the 
Item Attribute Editor.

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

Hi,

I'm intrigued by this library setting. It would be useful to set this up for 
our libraries to hide fields we don't use instead of counting on library staff 
to remember to uncheck the fields in the Volume Copy Editor on the Defaults 
tab, workstation by workstation.

We had an incident where a staff member didn't hide/disable the Deposit Amount 
field and accidentally put the price of the item in that field instead of in 
the price field, then was weirded out by an error message that popped up when 
trying to circulate the item. If I could get the library setting to work, we'd 
avoid situations like this.

The instructions for this setting say " This setting may be best maintained 
with the dedicated configuration interface within the Item Attribute Editor. 
However, here it shows up as comma separated list of field identifiers to hide. 
"

The documentation Chapter 14 Settings Overview says, " Sets which fields in the 
Item Attribute Editor to hide in the staff client." and adds " This is useful 
to hide attributes that are not used.  
http://docs.evergreen-ils.org/reorg/3.1/staff_client_admin/_settings_overview.html

Where I'm lost is the text of the field identifiers to enter. I've tried column 
names from asset.copy, but have had no luck.

Also, can I set this consortium wide, or do I need to set it library by library?

I appreciate any guidance.

Mary

--
Mary Llewellyn
Database Manager
Bibliomation, Inc.
24 Wooster Ave.
Waterbury, CT 06708
mllew...@biblio.org

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

[Floyd, Angelia Lynn]

There is a bug report about the missing tab in the Local Administration Menu 
for the Holdings Template Editor.
https://bugs.launchpad.net/evergreen/+bug/1892381

Now for the bug about not being able to set these Globally.

-
Lynn Floyd
MIS Supervisor
Indiana State Library
317-232-3290
lflo...@library.in.gov

From: Open-ils-general  On 
Behalf Of Floyd, Angelia Lynn
Sent: Thursday, August 20, 2020 11:10 AM
To: Evergreen Discussion Group 
Subject: Re: [OPEN-ILS-GENERAL] Library setting: GUI: Hide these fields within 
the Item Attribute Editor.

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

The one place they are consistently is with the Holdings Template Editor within 
the Holdings Editor.

This has to be set per workstation, there has not been anywhere I can find to 
set this globally currently.

This is also depending on which version of Evergreen you are using.  In 3.2 and 
before there was a default tab with in the Holdings Template Editor in Local 
Administration.
In 3.3 + the default tab is only there when you access the Template Editor with 
in the Holdings Editor.

I am placing a Bug report about this as we discuss this.

-
Lynn Floyd
MIS Supervisor
Indiana State Library
317-232-3290
lflo...@library.in.gov

From: Open-ils-general 
mailto:open-ils-general-boun...@list.georgialibraries.org>>
 On Behalf Of Morgan, Michele
Sent: Thursday, August 20, 2020 10:16 AM
To: Evergreen Discussion Group 
mailto:open-ils-general@list.georgialibraries.org>>
Subject: Re: [OPEN-ILS-GENERAL] Library setting: GUI: Hide these fields within 
the Item Attribute Editor.

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

Thanks for clarifying that Lynn!

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



On Thu, Aug 20, 2020 at 9:49 AM Floyd, Angelia Lynn 
mailto:lflo...@library.in.gov>> wrote:
The setting in the Library Setting are from the XUL client and do not transfer 
to the Web Client.  In the Web Client you can set those up using the Holdings 
Template Editor.


-
Lynn Floyd
MIS Supervisor
Indiana State Library
317-232-3290
lflo...@library.in.gov

From: Open-ils-general 
mailto:open-ils-general-boun...@list.georgialibraries.org>>
 On Behalf Of Mary Llewellyn
Sent: Wednesday, August 19, 2020 8:29 PM
To: Evergreen Discussion Group 
mailto:open-ils-general@list.georgialibraries.org>>
Subject: [OPEN-ILS-GENERAL] Library setting: GUI: Hide these fields within the 
Item Attribute Editor.

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

Hi,

I'm intrigued by this library setting. It would be useful to set this up for 
our libraries to hide fields we don't use instead of counting on library staff 
to remember to uncheck the fields in the Volume Copy Editor on the Defaults 
tab, workstation by workstation.

We had an incident where a staff member didn't hide/disable the Deposit Amount 
field and accidentally put the price of the item in that field instead of in 
the price field, then was weirded out by an error message that popped up when 
trying to circulate the item. If I could get the library setting to work, we'd 
avoid situations like this.

The instructions for this setting say " This setting may be best maintained 
with the dedicated configuration interface within the Item Attribute Editor. 
However, here it shows up as comma separated list of field identifiers to hide. 
"

The documentation Chapter 14 Settings Overview says, " Sets which fields in the 
Item Attribute Editor to hide in the staff client." and adds " This is useful 
to hide attributes that are not used.  
http://docs.evergreen-ils.org/reorg/3.1/staff_client_admin/_settings_overview.html

Where I'm lost is the text of the field identifiers to enter. I've tried column 
names from asset.copy, but have had no luck.

Also, can I set this consortium wide, or do I need to set it library by library?

I appreciate any guidance.

Mary

--
Mary Llewellyn
Database Manager
Bibliomation, Inc.
24 Wooster Ave.
Waterbury, CT 06708
mllew...@biblio.org

Re: [OPEN-ILS-GENERAL] Updating inventory date as a checkin modifier

[Cheryl Bowman]

Beth:

Under Item status actions there is a choice of update inventory. Circ
modifier works when you use Check in.

Cheryl

Cheryl Bowman
Library Technician
Thorold Public Library
14 Ormond Street North
Thorold, ON L2V 1Y8


On Thu, Aug 20, 2020 at 11:59 AM Beth Longwell  wrote:

> Evergreen libraries,
>
> We are on 3.4 and starting to use the new inventory date field as
> libraries are doing inventory. We are able to update the inventory date in
> the Item Status screen but do not see the option to do so as a checkin
> modifier, as the documentation states:
>
> 12.4.3. Support for Last Inventory Date Evergreen now provides an option
> to add an inventory date to items to facilitate the process of performing
> inventory in libraries. Staff can add an inventory date to an item in one
> of the following ways:
>
>- From the check in screen, there is now an Update Inventory check in
>modifier. When selected, scanned barcodes will have the current date/time
>added as the inventory date while the item is checked in.
>- From the Item Status screen, an action is available to add the
>current date/time as the inventory date to selected items.
>
> Did this feature not get implemented or are we missing something?
>
> Thanks in advance,
>
> Beth Ross
> Sage Library System
>

Re: [OPEN-ILS-GENERAL] Updating inventory date as a checkin modifier

[Elaine Hardy]

Is it possible that you don't have the latest version of the inventory
development?

J. Elaine Hardy, PINES and Collaborative Projects Manager
--

Georgia Public Library Service

2872 Woodcock Blvd., Suite 250 | Atlanta, GA 30341

(404) 235-7128 | eha...@georgialibraries.org

(404) 548-4241 | Cell





Join our email list  for stories
of Georgia libraries making an impact in our communities.


On Thu, Aug 20, 2020 at 12:10 PM Beth Longwell  wrote:

> Cheryl and Elaine,
>
> Curious. This is all we see
>
> [image: image.png]
> Beth
>
>
> On Thu, Aug 20, 2020 at 10:05 AM Elaine Hardy 
> wrote:
>
>> We use 3.4.1 and do have update inventory as a checkin modifier
>>
>> [image: image.png]
>>
>>
>> J. Elaine Hardy, PINES and Collaborative Projects Manager
>> --
>>
>> Georgia Public Library Service
>>
>> 2872 Woodcock Blvd., Suite 250 | Atlanta, GA 30341
>>
>> (404) 235-7128 | eha...@georgialibraries.org
>>
>> (404) 548-4241 | Cell
>>
>> 
>> 
>> 
>>
>> Join our email list  for
>> stories of Georgia libraries making an impact in our communities.
>>
>>
>> On Thu, Aug 20, 2020 at 11:59 AM Beth Longwell  wrote:
>>
>>> Evergreen libraries,
>>>
>>> We are on 3.4 and starting to use the new inventory date field as
>>> libraries are doing inventory. We are able to update the inventory date in
>>> the Item Status screen but do not see the option to do so as a checkin
>>> modifier, as the documentation states:
>>>
>>> 12.4.3. Support for Last Inventory Date Evergreen now provides an
>>> option to add an inventory date to items to facilitate the process of
>>> performing inventory in libraries. Staff can add an inventory date to an
>>> item in one of the following ways:
>>>
>>>- From the check in screen, there is now an Update Inventory check
>>>in modifier. When selected, scanned barcodes will have the current
>>>date/time added as the inventory date while the item is checked in.
>>>- From the Item Status screen, an action is available to add the
>>>current date/time as the inventory date to selected items.
>>>
>>> Did this feature not get implemented or are we missing something?
>>>
>>> Thanks in advance,
>>>
>>> Beth Ross
>>> Sage Library System
>>>
>>

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

[Morgan, Michele]

Thanks for clarifying that Lynn!

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



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

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

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

[Frasur, Ruth]

Lol, that I can’t help with.  Apologies for the misunderstanding.

Ruth Frasur
Evergreen Development and Support Administrator
Indiana State Library
140 N. Senate Ave.
Indianapolis, IN 46204
(317) 460-7556

From: Open-ils-general  On 
Behalf Of Morgan, Michele
Sent: Thursday, August 20, 2020 10:55 AM
To: Evergreen Discussion Group 
Subject: Re: [OPEN-ILS-GENERAL] Library setting: GUI: Hide these fields within 
the Item Attribute Editor.

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

Thanks Ruth,

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

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



On Thu, Aug 20, 2020 at 10:49 AM Frasur, Ruth 
mailto:rfra...@library.in.gov>> wrote:
These are in the holdings template editor under the “defaults” tab.

Ruth Frasur
Evergreen Development and Support Administrator
Indiana State Library
140 N. Senate Ave.
Indianapolis, IN 46204
(317) 460-7556

From: Open-ils-general 
mailto:open-ils-general-boun...@list.georgialibraries.org>>
 On Behalf Of Morgan, Michele
Sent: Thursday, August 20, 2020 10:16 AM
To: Evergreen Discussion Group 
mailto:open-ils-general@list.georgialibraries.org>>
Subject: Re: [OPEN-ILS-GENERAL] Library setting: GUI: Hide these fields within 
the Item Attribute Editor.

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

Thanks for clarifying that Lynn!

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



On Thu, Aug 20, 2020 at 9:49 AM Floyd, Angelia Lynn 
mailto:lflo...@library.in.gov>> wrote:
The setting in the Library Setting are from the XUL client and do not transfer 
to the Web Client.  In the Web Client you can set those up using the Holdings 
Template Editor.


-
Lynn Floyd
MIS Supervisor
Indiana State Library
317-232-3290
lflo...@library.in.gov

From: Open-ils-general 
mailto:open-ils-general-boun...@list.georgialibraries.org>>
 On Behalf Of Mary Llewellyn
Sent: Wednesday, August 19, 2020 8:29 PM
To: Evergreen Discussion Group 
mailto:open-ils-general@list.georgialibraries.org>>
Subject: [OPEN-ILS-GENERAL] Library setting: GUI: Hide these fields within the 
Item Attribute Editor.

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

Hi,

I'm intrigued by this library setting. It would be useful to set this up for 
our libraries to hide fields we don't use instead of counting on library staff 
to remember to uncheck the fields in the Volume Copy Editor on the Defaults 
tab, workstation by workstation.

We had an incident where a staff member didn't hide/disable the Deposit Amount 
field and accidentally put the price of the item in that field instead of in 
the price field, then was weirded out by an error message that popped up when 
trying to circulate the item. If I could get the library setting to work, we'd 
avoid situations like this.

The instructions for this setting say " This setting may be best maintained 
with the dedicated configuration interface within the Item Attribute Editor. 
However, here it shows up as comma separated list of field identifiers to hide. 
"

The documentation Chapter 14 Settings Overview says, " Sets which fields in the 
Item Attribute Editor to hide in the staff client." and adds " This is useful 
to hide attributes that are not used.  
http://docs.evergreen-ils.org/reorg/3.1/staff_client_admin/_settings_overview.html

Where I'm lost is the text of the field identifiers to enter. I've tried column 
names from asset.copy, but have had no luck.

Also, can I set this consortium wide, or do I need to set it library by library?

I appreciate any guidance.

Mary

--
Mary Llewellyn
Database Manager
Bibliomation, Inc.
24 Wooster Ave.
Waterbury, CT 06708
mllew...@biblio.org

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

[Janet Schrader]

We are on 3.2.8 and I can see 'edit holdings templates' under Local Admin
but there's no defaults tab, just a holdings template screen. Maybe it went
away sooner. I believe this was done so that templates could be created
without having to go through a bib record.

I know I liked this in xul, so we could hide floating, deposit, and deposit
amount. There was a library that saved floating=yes in the new books
template. It would be nice to have this as a library setting in the web
client.


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 20, 2020 at 11:10 AM Floyd, Angelia Lynn 
wrote:

> The one place they are consistently is with the Holdings Template Editor
> within the Holdings Editor.
>
>
>
> This has to be set per workstation, there has not been anywhere I can find
> to set this globally currently.
>
>
>
> This is also depending on which version of Evergreen you are using.  In
> 3.2 and before there was a default tab with in the Holdings Template Editor
> in Local Administration.
>
> In 3.3 + the default tab is only there when you access the Template Editor
> with in the Holdings Editor.
>
>
> I am placing a Bug report about this as we discuss this.
>
>
>
> -
> Lynn Floyd
> MIS Supervisor
>
> Indiana State Library
> 317-232-3290
> lflo...@library.in.gov
>
>
>
> *From:* Open-ils-general <
> open-ils-general-boun...@list.georgialibraries.org> *On Behalf Of *Morgan,
> Michele
> *Sent:* Thursday, August 20, 2020 10:16 AM
> *To:* Evergreen Discussion Group <
> open-ils-general@list.georgialibraries.org>
> *Subject:* Re: [OPEN-ILS-GENERAL] Library setting: GUI: Hide these fields
> within the Item Attribute Editor.
>
>
>
>  This is an EXTERNAL email. Exercise caution. DO NOT open attachments
> or click links from unknown senders or unexpected email. 
> --
>
> Thanks for clarifying that Lynn!
>
>
>
> So where are those settings stored now? I don't see any workstation
> settings jump out at me.
>
> --
>
> Michele M. Morgan, Technical Support Analyst
>
> North of Boston Library Exchange, Danvers Massachusetts
>
> mmor...@noblenet.org
>
>
>
>
>
>
>
> On Thu, Aug 20, 2020 at 9:49 AM Floyd, Angelia Lynn <
> lflo...@library.in.gov> wrote:
>
> The setting in the Library Setting are from the XUL client and do not
> transfer to the Web Client.  In the Web Client you can set those up using
> the Holdings Template Editor.
>
>
>
>
>
> -
> Lynn Floyd
> MIS Supervisor
>
> Indiana State Library
> 317-232-3290
> lflo...@library.in.gov
>
>
>
> *From:* Open-ils-general <
> open-ils-general-boun...@list.georgialibraries.org> *On Behalf Of *Mary
> Llewellyn
> *Sent:* Wednesday, August 19, 2020 8:29 PM
> *To:* Evergreen Discussion Group <
> open-ils-general@list.georgialibraries.org>
> *Subject:* [OPEN-ILS-GENERAL] Library setting: GUI: Hide these fields
> within the Item Attribute Editor.
>
>
>
>  This is an EXTERNAL email. Exercise caution. DO NOT open attachments
> or click links from unknown senders or unexpected email. 
> --
>
> Hi,
>
>
>
> I'm intrigued by this library setting. It would be useful to set this up
> for our libraries to hide fields we don't use instead of counting on
> library staff to remember to uncheck the fields in the Volume Copy Editor
> on the Defaults tab, workstation by workstation.
>
>
>
> We had an incident where a staff member didn't hide/disable the Deposit
> Amount field and accidentally put the price of the item in that field
> instead of in the price field, then was weirded out by an error message
> that popped up when trying to circulate the item. If I could get the
> library setting to work, we'd avoid situations like this.
>
>
>
> The instructions for this setting say " This setting may be best
> maintained with the dedicated configuration interface within the Item
> Attribute Editor. However, here it shows up as comma separated list of
> field identifiers to hide. "
>
>
>
> The documentation Chapter 14 Settings Overview says, " Sets which fields
> in the Item Attribute Editor to hide in the staff client." and adds " This
> is useful to hide attributes that are not used.
> http://docs.evergreen-ils.org/reorg/3.1/staff_client_admin/_settings_overview.html
>
>
>
> Where I'm lost is the text of the field identifiers to enter. I've tried
> column names from asset.copy, but have had no luck.
>
>
>
> Also, can I set this consortium wide, or do I need to set it library by
> library?
>
>
>
> I appreciate any guidance.
>
>
>
> Mary
>
>
> --
>
> Mary Llewellyn
>
> Database Manager
>
> Bibliomation, Inc.
>
> 24 Wooster Ave.
>
> Waterbury, CT 06708
>
> mllew...@biblio.org
>
>

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

[Morgan, Michele]

Thanks Ruth,

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

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



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

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

[OPEN-ILS-GENERAL] Updating inventory date as a checkin modifier

[Beth Longwell]

Evergreen libraries,

We are on 3.4 and starting to use the new inventory date field as libraries
are doing inventory. We are able to update the inventory date in the Item
Status screen but do not see the option to do so as a checkin modifier, as
the documentation states:

12.4.3. Support for Last Inventory Date Evergreen now provides an option to
add an inventory date to items to facilitate the process of performing
inventory in libraries. Staff can add an inventory date to an item in one
of the following ways:

   - From the check in screen, there is now an Update Inventory check in
   modifier. When selected, scanned barcodes will have the current date/time
   added as the inventory date while the item is checked in.
   - From the Item Status screen, an action is available to add the current
   date/time as the inventory date to selected items.

Did this feature not get implemented or are we missing something?

Thanks in advance,

Beth Ross
Sage Library System

Re: [OPEN-ILS-GENERAL] Updating inventory date as a checkin modifier

[Beth Longwell]

Jason,

That was it!  I removed the custom template and the Update Inventory option
appeared.

Thank you so much everyone!

Beth

On Thu, Aug 20, 2020 at 11:27 AM Jason Boyer 
wrote:

> Hi Beth, do you know if you have any custom staff templates in place? I
> believe these would be kept in /openils/var/templates*/staff/circ/checkin.
>
> Jason
>
> --
> Jason Boyer
> Senior System Administrator
> Equinox Open Library Initiative
> phone:  +1 (877) Open-ILS (673-6457)
> email:  jbo...@equinoxinitiative.org 
> web:  https://EquinoxInitiative.org/
>
> On Aug 20, 2020, at 12:10 PM, Beth Longwell  wrote:
>
> Cheryl and Elaine,
>
> Curious. This is all we see
>
> 
> Beth
>
>
> On Thu, Aug 20, 2020 at 10:05 AM Elaine Hardy 
> wrote:
>
>> We use 3.4.1 and do have update inventory as a checkin modifier
>>
>> 
>>
>>
>> J. Elaine Hardy, PINES and Collaborative Projects Manager
>> --
>> Georgia Public Library Service
>> 2872 Woodcock Blvd., Suite 250 | Atlanta, GA 30341
>> (404) 235-7128 | eha...@georgialibraries.org
>> (404) 548-4241 | Cell
>>
>> 
>> 
>> 
>> Join our email list  for
>> stories of Georgia libraries making an impact in our communities.
>>
>>
>> On Thu, Aug 20, 2020 at 11:59 AM Beth Longwell  wrote:
>>
>>> Evergreen libraries,
>>>
>>> We are on 3.4 and starting to use the new inventory date field as
>>> libraries are doing inventory. We are able to update the inventory date in
>>> the Item Status screen but do not see the option to do so as a checkin
>>> modifier, as the documentation states:
>>>
>>> 12.4.3. Support for Last Inventory Date Evergreen now provides an
>>> option to add an inventory date to items to facilitate the process of
>>> performing inventory in libraries. Staff can add an inventory date to an
>>> item in one of the following ways:
>>>
>>>- From the check in screen, there is now an Update Inventory check
>>>in modifier. When selected, scanned barcodes will have the current
>>>date/time added as the inventory date while the item is checked in.
>>>- From the Item Status screen, an action is available to add the
>>>current date/time as the inventory date to selected items.
>>>
>>> Did this feature not get implemented or are we missing something?
>>>
>>> Thanks in advance,
>>>
>>> Beth Ross
>>> Sage Library System
>>>
>>
>

Re: [OPEN-ILS-GENERAL] Updating inventory date as a checkin modifier

[Jason Boyer]

Hi Beth, do you know if you have any custom staff templates in place? I believe 
these would be kept in /openils/var/templates*/staff/circ/checkin.

Jason

-- 
Jason Boyer
Senior System Administrator
Equinox Open Library Initiative
phone:  +1 (877) Open-ILS (673-6457)
email:  jbo...@equinoxinitiative.org
web:  https://EquinoxInitiative.org/

> On Aug 20, 2020, at 12:10 PM, Beth Longwell  wrote:
> 
> Cheryl and Elaine,
> 
> Curious. This is all we see
> 
> 
> Beth
> 
> 
> On Thu, Aug 20, 2020 at 10:05 AM Elaine Hardy  > wrote:
> We use 3.4.1 and do have update inventory as a checkin modifier
> 
> 
> 
> 
> 
> J. Elaine Hardy, PINES and Collaborative Projects Manager
> Georgia Public Library Service
> 2872 Woodcock Blvd., Suite 250 | Atlanta, GA 30341
> (404) 235-7128 | eha...@georgialibraries.org 
> 
> (404) 548-4241 | Cell
> 
>     
>  
> 
> Join our email list  for stories of 
> Georgia libraries making an impact in our communities.
> 
> 
> On Thu, Aug 20, 2020 at 11:59 AM Beth Longwell  > wrote:
> Evergreen libraries,
> 
> We are on 3.4 and starting to use the new inventory date field as libraries 
> are doing inventory. We are able to update the inventory date in the Item 
> Status screen but do not see the option to do so as a checkin modifier, as 
> the documentation states:
> 
> 12.4.3. Support for Last Inventory Date
> 
> Evergreen now provides an option to add an inventory date to items to 
> facilitate the process of performing inventory in libraries. Staff can add an 
> inventory date to an item in one of the following ways:
> From the check in screen, there is now an Update Inventory check in modifier. 
> When selected, scanned barcodes will have the current date/time added as the 
> inventory date while the item is checked in. 
> From the Item Status screen, an action is available to add the current 
> date/time as the inventory date to selected items.
> Did this feature not get implemented or are we missing something?
> 
> Thanks in advance,
> 
> Beth Ross 
> Sage Library System

Re: [OPEN-ILS-GENERAL] Updating inventory date as a checkin modifier

[Terran McCanna]

I just verified that it appears in current master (on a test server), so I
don't think it got inadvertently dropped.

Terran McCanna, PINES Program Manager
--

Georgia Public Library Service | University System of Georgia

2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

(404) 235-7138 | tmcca...@georgialibraries.org

http://help.georgialibraries.org | h...@georgialibraries.org






Join our email list  for stories of Georgia
libraries making an impact in our communities.



On Thu, Aug 20, 2020 at 12:19 PM Beth Longwell  wrote:

> Elaine,
>
> I would think so since we are on 3.4.3 but it is something to check.
>
> Beth
>
> On Thu, Aug 20, 2020 at 10:13 AM Elaine Hardy 
> wrote:
>
>> Is it possible that you don't have the latest version of the inventory
>> development?
>>
>> J. Elaine Hardy, PINES and Collaborative Projects Manager
>> --
>>
>> Georgia Public Library Service
>>
>> 2872 Woodcock Blvd., Suite 250 | Atlanta, GA 30341
>>
>> (404) 235-7128 | eha...@georgialibraries.org
>>
>> (404) 548-4241 | Cell
>>
>> 
>> 
>> 
>>
>> Join our email list  for
>> stories of Georgia libraries making an impact in our communities.
>>
>>
>> On Thu, Aug 20, 2020 at 12:10 PM Beth Longwell  wrote:
>>
>>> Cheryl and Elaine,
>>>
>>> Curious. This is all we see
>>>
>>> [image: image.png]
>>> Beth
>>>
>>>
>>> On Thu, Aug 20, 2020 at 10:05 AM Elaine Hardy <
>>> eha...@georgialibraries.org> wrote:
>>>
 We use 3.4.1 and do have update inventory as a checkin modifier

 [image: image.png]


 J. Elaine Hardy, PINES and Collaborative Projects Manager
 --

 Georgia Public Library Service

 2872 Woodcock Blvd., Suite 250 | Atlanta, GA 30341

 (404) 235-7128 | eha...@georgialibraries.org

 (404) 548-4241 | Cell

 
 
 

 Join our email list  for
 stories of Georgia libraries making an impact in our communities.


 On Thu, Aug 20, 2020 at 11:59 AM Beth Longwell 
 wrote:

> Evergreen libraries,
>
> We are on 3.4 and starting to use the new inventory date field as
> libraries are doing inventory. We are able to update the inventory date in
> the Item Status screen but do not see the option to do so as a checkin
> modifier, as the documentation states:
>
> 12.4.3. Support for Last Inventory Date Evergreen now provides an
> option to add an inventory date to items to facilitate the process of
> performing inventory in libraries. Staff can add an inventory date to an
> item in one of the following ways:
>
>- From the check in screen, there is now an Update Inventory check
>in modifier. When selected, scanned barcodes will have the current
>date/time added as the inventory date while the item is checked in.
>- From the Item Status screen, an action is available to add the
>current date/time as the inventory date to selected items.
>
> Did this feature not get implemented or are we missing something?
>
> Thanks in advance,
>
> Beth Ross
> Sage Library System
>

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

[Morgan, Michele]

Hi Mary,

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

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

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

Hope this helps!

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



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

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

Re: [OPEN-ILS-GENERAL] copy holds

[Diane Disbro]

Thank you, Ryan and Terran!

Diane Disbro
Pronouns: she/her
Circulation Coordinator
Scenic Regional Library
251 Union Plaza Drive
Union, MO 63084
(636) 583-0652 ext. 110
ddis...@scenicregional.org





On Wed, Aug 19, 2020 at 6:02 PM Ryan Eby  wrote:

> As Terran says the current_copy isn't populated until the hold is targeted
> (for pull list) or actually filled. It can be useful as a way of seeing
> quickly how many holds for a patron will be filled by things on the shelf
> vs returns.
>
> There are barcode and copy id columns you can add to the patron list to
> get the copy the hold is on though (at least on 3.3.5). Unfortunately, it
> isn't a link so you have to copy and paste to actually pull up the copy. It
> would be nice if more displays that showed unique identifiers were links to
> those bibs/items/patrons.
>
> Ryan Eby
> Ann Arbor District Library
>
> --
> *From: *"Terran McCanna" 
> *To: *"Evergreen Discussion Group" <
> open-ils-general@list.georgialibraries.org>
> *Sent: *Wednesday, August 19, 2020 6:26:20 PM
> *Subject: *Re: [OPEN-ILS-GENERAL] copy holds
>
> It doesn't populate in that column until the copy is actually targeted for
> the hold (which it can't do until the copy is in a status that can be
> targeted).
>
> I agree it would be helpful to be able to tell more easily which copy
> *will* be targeted when there is a copy-level hold, though.
>
>
>
> Terran McCanna, PINES Program Manager
> --
>
> Georgia Public Library Service | University System of Georgia
>
> 2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341
>
> (404) 235-7138 | tmcca...@georgialibraries.org
>
> http://help.georgialibraries.org | h...@help.georgialibraries.org
>
> 
> 
>
> Join our email list  for stories of Georgia
> libraries making an impact in our communities.
>
>
>
> On Wed, Aug 19, 2020 at 4:00 PM Diane Disbro 
> wrote:
>
>> Good afternoon -
>> Does anyone know the reasoning behind the item barcode of a copy hold not
>> appearing in the patron's list of holds? The item barcode doesn't appear
>> until the item is Available. It seems to me that since the barcode won't
>> change since the hold is a copy hold, the barcode should appear during all
>> phases of the hold.
>>
>> [image: image.png]
>>
>> Thank you.
>> Diane Disbro
>> Pronouns: she/her
>> Circulation Coordinator
>> Scenic Regional Library
>> 251 Union Plaza Drive
>> Union, MO 63084
>> (636) 583-0652 ext. 110
>> ddis...@scenicregional.org
>>
>>
>>
>>
>