Re: [OPEN-ILS-GENERAL] standalone transaction files

[McCanna, Terran]

Hi Deana, 

They are stored in a different spot in XP than they are in Windows 7:

Windows 7:
C:\Users\USER 
NAME\AppData\Roaming\OpenILS\open_ils_staff_client\Profiles\RANDOMLETTERS.default\chrome\pending_xact_#.complete

Windows XP:
C:\Documents and Settings\User\Application 
Data\OpenILS\open_ils_staff_client\Profiles\RANDOMLETTERS.default\chrome\pending_xact_#.complete


(The .complete file extension only appears after it's been uploaded.)




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

- Original Message -
From: "Deana Cunningham" 
To: open-ils-general@list.georgialibraries.org
Sent: Tuesday, July 16, 2013 1:37:11 PM
Subject: [OPEN-ILS-GENERAL] standalone transaction files


Hello, 


After a month and a half of running on the standalone, we are getting close to 
going live with Evergreen. Our IT folks were wondering if there was a way to 
keep copies of the standalone transaction files so that if we run into any 
horrible issues during the processing we could roll back to an earlier backup 
of the database and try again. I have looked through the available 
documentation and haven't found anything that specifies where these files are 
stored on each individual workstation. Any ideas for me? 


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] Billing Fixes and Enhancements Sponsored by MassLNC

[McCanna, Terran]

Hi Jason, 

I've asked for input from the PINES Subcommittees on the billing changes you've 
been asked to make. In general their overall response was a request for you to 
make each of the items optional (system-wide) so that if they are included in 
the core Evergreen product eventually, that PINES will be able to opt out of 
the changes if they conflict with current or desired work processes. 


1. Support for conditional negative balances

Responses: Not a strong for or against sentiment, but overall request to make 
it optional.


2. Support for lost and paid status

Responses: The responses indicated that they are unclear about where these 
status’ would be listed and for what reason they would be used for. Would the 
status be listed under the Item Status window or in the patron’s account? 
Regardless, if it were made optional, PINES could opt in or out of it.


3. Void lost fees for claims returned items

Responses: Tentative support, but overall request to make it optional.


4. Allow renewal on lost, long overdue and claims returned items

Responses: All responses were firmly against this change. If you make it 
optional, PINES will be able to opt out of it.



Thank you for announcing the work you are doing to the community and giving us 
the opportunity to give you our feedback!


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

- Original Message -
From: "Jason Stephenson" 
To: "Open-ILS General" 
Sent: Saturday, July 6, 2013 11:07:00 AM
Subject: [OPEN-ILS-GENERAL] Billing Fixes and Enhancements Sponsored by MassLNC

I thought I'd write the general list in order to get the broadest
coverage of the community. The developers likely either read this list
or get bug emails from Launchpad that will inform them of the following.

MassLNC has hired me to work on four enhancements for billing in Evegreen:

1. Support for Conditional Negative Balances
2. Support for Lost & Paid Status
3. Void Lost Fees for Claims Returned Items
4. Allow Renewal on Lost, Long Overdue and Claims Returned Items

Details of the work can be found at

https://blueprints.launchpad.net/evergreen/+spec/billing-enhancements

and

http://www.sigio.com/evergreen/billing2013.html

I am sharing this in order to solicit community feedback.

The above is being done under contract to MassLNC. It is not at all
related to my work at MVLC. My use of my MVLC email address to send this
email is not to be construed as indicating it is.

Cheers,
Jason Stephenson
ja...@sigio.com

Re: [OPEN-ILS-GENERAL] Billing Fixes and Enhancements Sponsored by MassLNC

[McCanna, Terran]

Thank you for the additional explanation, Kathy, it sounds like they will all 
be good additions to the product - even if the PINES libraries choose not to 
use them!


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


- Original Message -
From: "Kathy Lussier" 
To: open-ils-general@list.georgialibraries.org
Sent: Tuesday, July 16, 2013 4:25:25 PM
Subject: Re: [OPEN-ILS-GENERAL] Billing Fixes and Enhancements Sponsored by 
MassLNC

Hi Terra,

Thanks for the feedback! I think I can answer your questions, but, 
Jason, please jump if I get anything wrong.
> Hi Jason,
>
> I've asked for input from the PINES Subcommittees on the billing changes 
> you've been asked to make. In general their overall response was a request 
> for you to make each of the items optional (system-wide) so that if they are 
> included in the core Evergreen product eventually, that PINES will be able to 
> opt out of the changes if they conflict with current or desired work 
> processes.
>
>
> 1. Support for conditional negative balances
>
> Responses: Not a strong for or against sentiment, but overall request to make 
> it optional.
Yes, these will be library settings and therefore will be optional.

>
>
> 2. Support for lost and paid status
>
> Responses: The responses indicated that they are unclear about where these 
> status’ would be listed and for what reason they would be used for. Would the 
> status be listed under the Item Status window or in the patron’s account? 
> Regardless, if it were made optional, PINES could opt in or out of it.
This will be implemented as a stop fines reason that is applied after 
full payment has been made and will also change the copy status to "Lost 
& Paid." Library settings will be available to make this status optional.

As far as the reason for the Lost & Paid status, our libraries see that 
the payment or non-payment of an item can make a difference in whether 
they can expect to see the item again. In other words, an unpaid lost 
item is more likely to eventually reach the shelves again than an item 
for which a patron has already paid the replacement cost.

In that regards, the holdability and OPAC visibility settings for a lost 
item may differ from the same settings for a lost and paid item. From 
our perspective, a copy status made sense since it enables control over 
holdability and OPAC visibility.

Visibility in the staff client is also of considerable importance. We 
see this visibility as a usability issue. As an example, let's say a 
reference person has a patron they are helping who wants to know if the 
library has a particular title. If the reference person looks it up and 
sees that it is lost, but has not yet had a payment, they might just 
decide to place a hold on another library's copy since there is a 
possibility that the item will be returned.  If they see that the item 
is lost and paid, they probably would still place a hold, but would also 
take the steps necessary to replace the item. Although it is currently 
possible to determine the payment status of that lost item, it takes 
several steps for staff to find the patron who lost the item, retrieve 
their record, and determine if a payment was made.


>
>
> 3. Void lost fees for claims returned items
>
> Responses: Tentative support, but overall request to make it optional.

Yes, there will be library settings that will enable/disable this 
functionality.
>
>
> 4. Allow renewal on lost, long overdue and claims returned items
>
> Responses: All responses were firmly against this change. If you make it 
> optional, PINES will be able to opt out of it.

There will be a permission tied to this ability, so you can disable it 
by not providing the permission to any of your users. In our case, I 
think our libraries were most interested in giving permission to staff, 
but not allowing public patrons to renew these items. I can see that 
other libraries might not want to provide this permission to anyone.

Kathy
>
>
>
> Thank you for announcing the work you are doing to the community and giving 
> us the opportunity to give you our feedback!
>
>
> Terran McCanna
> PINES Program Manager
> Georgia Public Library Service
> 1800 Century Place, Suite 150
> Atlanta, GA 30345
> 404-235-7138
> tmcca...@georgialibraries.org
>
> - Original Message -
> From: "Jason Stephenson" 
> To: "Open-ILS General" 
> Sent: Saturday, July 6, 2013 11:07:00 AM
> Subject: [OPEN-ILS-GENERAL] Billing Fixes and Enhancements Sponsored by   
> MassLNC
>
> I thought I'd write the general list in order to get the broadest
> coverage of the community. The developers likely either read this list
> or get bug emails from Launchpad that will inform them of the following.
>
> MassLNC has hired me to work on four enhancements for billing in Evegreen:
>
> 1. Support for Conditional Negative Balances
> 2. Support for Lost & Paid 

Re: [OPEN-ILS-GENERAL] Evergreen 2014 Conference Call for Proposals (REMINDER)

[McCanna, Terran]

Hi Amy,

I am working on modifying the out-of-the-box KPAC for use with PINES. We are 
still working out some bugs and haven't rolled it out yet, but you can see it 
on a test server here for now: http://test.gapines.org/eg/kpac/home

Chris Sharp suggested that I do a conference session on it, but as I am brand 
new to the development community and have never been to an Evergreen Conference 
before, I'm not sure whether something like this would work better as a panel 
(or perhaps a joint session with Bibliomation?), or whether I should do it 
alone and go into a little more technical detail about which files I modified, 
etc. 

I would appreciate any suggestions that you might have on what would be of most 
interest to the attendees.

Thank you!
Terran


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

- Original Message -
From: "Amy Terlaga" 
To: "Evergreen Discussion Group" 
Sent: Monday, September 30, 2013 2:24:24 PM
Subject: [OPEN-ILS-GENERAL] Evergreen 2014 Conference Call for Proposals
(REMINDER)




REMINDER TO ALL / SEEKING PROGRAM PROPOSALS 

Only 1 month left! 

- 



The Evergreen 2014 Conference Program Committee is still accepting proposals to 
present at the conference! 

The theme of this year's conference is "Together We Grow." The conference will 
be held in Cambridge, Massachusetts from March 19-22, 2014. 

There are three programming tracks, and we hope to have a broad spectrum of 
programming within these tracks. 

* End user: best practices and techniques for using Evergreen in day-to-day 
library operations. 
* General: programs on administration, training, making the decision to move to 
Evergreen, participating in the Evergreen community, and other topics related 
to using Evergreen and open source software in consortial and standalone 
environments. 
* Technical: Topics related to system administration, software development, 
implementation, hardware, and integration with other software. 

We are also seeking proposals for longer, two-to-three-hour tutorials to 
provide in-depth instruction in an area of interest. We would like this year's 
conference to include one tutorial on a technical topic and another one 
targeted for end users. 

This year, the Program Committee is trying something new for the selection 
process. All submitted proposals will be posted for the community to review. 
After the submission deadline, we will then give prospective attendees the 
opportunity to let us know which sessions they would be likely to attend. This 
community feedback will be one factor in the Program Committee’s selection 
process. The committee will also weigh other criteria in the selection process, 
including accommodating the needs of the various audiences attending the 
conference. 

The deadline for submissions is October 31, 2013. 

Full guidelines and instructions are available on the Evergreen web site at 
http://evergreen-ils.org/conference/eg14/proposals/. 

We look forward to the submissions! 
Kathy Lussier 

Posted on behalf of the Evergreen 2014 Conference Program Committee: 

Anoop Atre, Equinox 
Shauna Borger, Evergreen Indiana 
Grace Dunbar, Equinox 
Kathy Lussier, MassLNC (chair) 
Chris Sharp, Georgia Public Library Service 
Ben Shum, Bibliomation 
Tim Spindler, C/W MARS 
Yamil Suarez, Berklee College of Music 
Elizabeth Thomsen, NOBLE 





+=+=+=+=+=+=+=+=+=+=+=+=+=+=+=+=+=+ 

Amy Terlaga 

Assistant Director, User Services 

Bibliomation, Inc. 

24 Wooster Avenue 

Waterbury, CT 06708 

203-577-4070 x101 

www.biblio.org 

Re: [OPEN-ILS-GENERAL] It's Newsletter Time!

[McCanna, Terran]

Georgia PINES Update:
We will upgrade to Evergreen 2.5 in January 2014 and roll out several 
additional development projects at the same time: Long Overdue handling, a new 
KPAC skin, and patches for the staff client memory leak issues. 






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

- Original Message -
From: "Amy Terlaga" 
To: "Evergreen Discussion Group" 
Sent: Wednesday, October 9, 2013 9:52:58 AM
Subject: [OPEN-ILS-GENERAL] It's Newsletter Time!




Hi all— 



It’s time for your blurbs and write-ups! What’s going on at your library? Do 
you have any development underway? Just brought up a new Evergreen feature? Any 
other exciting Evergreen news you’d like to share? 



Please send your interesting tidbits my way by Friday October 18 th – 
terl...@biblio.org . 



Thanks to all contributors for your Evergreen news items! 



Amy 



+=+=+=+=+=+=+=+=+=+=+=+=+=+=+=+=+=+ 

Amy Terlaga 

Assistant Director, User Services 

Bibliomation, Inc. 

24 Wooster Avenue 

Waterbury, CT 06708 

203-577-4070 x101 

www.biblio.org 

Re: [OPEN-ILS-GENERAL] Fwd: Opinions needed on copying patron data to the clipboard

[McCanna, Terran]

My personal thoughts on this (not speaking for the rest of PINES) - 

First, if the average person clicks on something, they will expect something on 
the screen to visually change - a pop up message, a new window, a value change, 
etc.

Second, when most people see an underlined link, they are not at all likely to 
expect that clicking on the link will copy the value because that is a very 
unusual thing for clicking on a link to do. The acknowledgement message serves 
to inform them that that is what they have done. 

If people do not like the acknowledgement message because it forces an extra 
click, I would suggest rethinking the link itself. Perhaps, instead of an 
underlined link, there should be a small button next to the text that either 
has the word "copy" on it or has the little symbol for copy? 

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

- Original Message -
From: "Mary Toma" 
To: "Evergreen Discussion Group" 
Sent: Wednesday, November 6, 2013 5:51:36 PM
Subject: Re: [OPEN-ILS-GENERAL] Fwd: Opinions needed on copying patron data to 
the clipboard





I totally agree with Kate Butler. A simple acknowledgement that it's been done 
is needed. 
Mary Toma 
Head Librarian 
South Central Regional Library 




On Wed, Nov 6, 2013 at 2:28 PM, Kathy Lussier < kluss...@masslnc.org > wrote: 



Hi all, 

I thought I sent this message to the list months ago, but it looks like it got 
lost on its way. 

Let me know if you have any thoughts on this question! 

Kathy 


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

 Original Message  
Subject:Opinions needed on copying patron data to the clipboard 
Date:   Thu, 25 Jul 2013 16:36:59 -0400 
From:   Kathy Lussier  
To: Evergreen General Discussion List 
 

Hi all,

I'm seeking opinions on a change that was made in 2.4 when copying 
information from the patron editor to the clipboard. Prior to 2.4, when 
a user clicked on a link in the patron summary, they would receive an 
alert confirming that the data had been copied to the clipboard (see 
attached image).

The alert was removed in 2.4 and a bug has been filed on the issue - 
https://bugs.launchpad.net/evergreen/+bug/1192189 .

There are pros and cons to removing the confirmation message.

The pros of removing the message are that it conforms with wider user 
interface standards. Basically, you don't receive this kind of 
confirmation when copying data using CTRL-C or a shortcut menu. The 
message can also be seen as an annoyance as it requires an additional click.

On the con side, it can be somewhat disconcerting to click on that link 
and not receive a confirmation, leading the user to wonder if the data 
was really copied. It's uncommon in other software to use underlined 
text for copying data, and the confirmation message provides a visual 
cue as to the action that was just taken.

Although I filed the original bug report, I have to say I'm on the fence 
with this issue. However, I do think it's important that the end users 
who are using the patron editor on a daily basis provide some feedback 
on this feature.

Since I filed the bug, three more people have shown support for 
restoring the confirmation message. However, if there are people who 
were happy to see that the message went away, I don't think we would 
have heard from them in Launchpad because they wouldn't have bothered to 
take the time to determine if a bug were filed.

I thought it would be best to do an informal poll of the community 
through the general list to see if there is interest in restoring the 
confirmation message or if people are happy with its removal. I'm hoping 
we can get a feel of the general consensus through an e-mail thread 
rather than setting up a formal poll.

Let me know what you think!

Kathy

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




-- 
Mary Toma 
Head Librarian 
South Central Regional Library 
160 Main Street 
Box 1540 
Winkler, MB R6W 4B4 
204-325-5864 

Re: [OPEN-ILS-GENERAL] Confusion about Circulation Modifiers

[McCanna, Terran]

Hi Donald,

If it would help you, our circulation matrix is posted on our site:
http://pines.georgialibraries.org/pines-circulation-matrix-review

It's much more complex than most institutions will need (because we are a 
consortium of 54 library systems with over 270 service outlets with varying 
collections and services) but it might give you some ideas.


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

- Original Message -
From: "Donald Butterworth" 
To: "Evergreen Discussion Group" 
Sent: Thursday, January 16, 2014 11:00:28 AM
Subject: Re: [OPEN-ILS-GENERAL] Confusion about Circulation Modifiers




Simple is good. Simple is really, really good. It give me hope that I will one 
day understand ... 

So, what I am hearing is that Circulation Modifiers essentially define the type 
of material that is circulated. Book, DVD, Kindle, etc. Is that correct? 

Another curve-ball. Our Org Unit Network includes two Main Libraries. Can our 
sister institution share the same Circulation Modifier without creating a 
problem? 




On Thu, Jan 16, 2014 at 10:42 AM, Rogan Hamby < rogan.ha...@yclibrary.net > 
wrote: 



Short answer : No you don't need different circ mods and there are a few tables 
that affect this. 


Longer answer: There are separate places to set things like circ durations, 
fine rates and max fines. You then set circulation matchpoints that in your 
case would invoke different durations depending on what library someone is 
checking out at. Just make sure that in your matrix weights the location is 
given a lot of weight so it's rules are always invoked. 


It may sound complicated at first but it actually is pretty simple in 
principle. In practice you can make it very simple or very complicated of 
course. 





On Thu, Jan 16, 2014 at 10:37 AM, Donald Butterworth < 
don.butterwo...@asburyseminary.edu > wrote: 









Dear Experts, 

Here is another newbie question. I am confused about the Circulation Modifier 
table and how extensive it needs to be. Here's the scenario. Our Org Unit 
structure includes a main library, a branch library, and three sub-libraries. 
All libraries have "books" that all have different circulation periods. My 
question is do we need to have 5 different Circulation Modifiers in order to 
accommodate the 5 loan periods? e.g.: book | book-fla | book-bl | book-fi | 
book-sa or is there a matrix that handles this a better way? 










Don 


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




-- 



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


“You don't have to burn books to destroy a culture. Just get people to stop 
reading them.” 
― Ray Bradbury 



“You can never get a cup of tea large enough or a book long enough to suit me.” 
― C.S. Lewis 


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

Re: [OPEN-ILS-GENERAL] Macros

[McCanna, Terran]

Hi David, 

We haven't turned on the permissions to do it in PINES quite yet - I'll be 
sending out an email with instructions soon!

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


- Original Message -
From: "David M. Daniels" 
To: "Evergreen Discussion Group" 
Sent: Thursday, January 23, 2014 11:04:43 AM
Subject: Re: [OPEN-ILS-GENERAL] Macros




Sorry I was referring directly to the url for the libraries. 



To set the URL for a given branch, use the Local Administration → Library 
Settings Editor and edit the Library Information URL setting for that branch. 
Any branches that do not have a library information URL setting display as 
normal text. 




David M. Daniels 

Technology Support 

Georgia Download Destination Helpdesk 

Sara Hightower Regional Library 

Rome Georgia 

706-236-4621 Office 

706-409-1082 Cell 

ddani...@romelibrary.org 



"If they say it cannot be done, then they quit too soon!" 

Quote by me. 





From: open-ils-general-boun...@list.georgialibraries.org 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Michael Peters 
Sent: Thursday, January 23, 2014 10:58 AM 
To: Evergreen Discussion Group 
Subject: Re: [OPEN-ILS-GENERAL] Macros 



David, 



Can you clarify what you tried? I’m not sure I understand which of the many 
suggestions you might have tried. 



​ Michael Peters 
Senior Systems Analyst 
Emerald Data Networks, Inc. 
Phone: 678.302.3000 x1013 
Help Desk: 678.302.3000 x1500 
www.emeralddata.net 



From: open-ils-general-boun...@list.georgialibraries.org [ 
mailto:open-ils-general-boun...@list.georgialibraries.org ] On Behalf Of David 
M. Daniels 
Sent: Thursday, January 23, 2014 9:14 AM 
To: 'Evergreen Discussion Group' 
Subject: Re: [OPEN-ILS-GENERAL] Macros 



Hmm I tried it here, and no matter what I enter I get * The value entered is 
not valid * 




David M. Daniels 

Technology Support 

Georgia Download Destination Helpdesk 

Sara Hightower Regional Library 

Rome Georgia 

706-236-4621 Office 

706-409-1082 Cell 

ddani...@romelibrary.org 



"If they say it cannot be done, then they quit too soon!" 

Quote by me. 





From: open-ils-general-boun...@list.georgialibraries.org [ 
mailto:open-ils-general-boun...@list.georgialibraries.org ] On Behalf Of 
Michael Peters 
Sent: Thursday, January 23, 2014 5:06 AM 
To: Evergreen Discussion Group 
Subject: Re: [OPEN-ILS-GENERAL] Macros 



Dan, 



Ah! That’s a great addition. Thanks for pointing it out. I hadn’t gotten that 
deep into playing with 2.5 yet to find that one. 



​ Michael Peters 
Senior Systems Analyst 
Emerald Data Networks, Inc. 
Phone: 678.302.3000 x1013 
Help Desk: 678.302.3000 x1500 
www.emeralddata.net 

From: open-ils-general-boun...@list.georgialibraries.org [ 
mailto:open-ils-general-boun...@list.georgialibraries.org ] On Behalf Of Dan 
Scott 
Sent: Wednesday, January 22, 2014 8:44 PM 
To: Evergreen Discussion Group 
Subject: Re: [OPEN-ILS-GENERAL] Macros 




On 22 Jan 2014 19:51, "Michael Peters" < mpet...@emeralddata.net > wrote: 
> 
> Buzzy, 
> 
> 
> 
> Holly’s suggestion is a great one, and makes for an easy workaround. 
> 
> 
> 
> For what it’s worth, library website URL isn’t stored anywhere in the 
> database, but perhaps it could be a good addition to actor.org_unit? 

Actually, it's a library setting available as of 2.5: 
http://docs.evergreen-ils.org/2.5/_opac_2.html - see the section about linking 
library names to an external URL.

Re: [OPEN-ILS-GENERAL] Holds placed prior to status change (Hardy, Elaine)

[McCanna, Terran]

Hi Deanna,

Our libraries typically run reports to get lists of Missing items to check the 
shelves for them on a regular basis. It's a much more reliable and consistent 
way of recovering those items that have mysteriously reappeared, plus it helps 
you get a broad overview of how many items are missing overall and what subject 
areas they cover for collection maintenance and ordering.


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

- Original Message -
From: "Deana Cunningham" 
To: open-ils-general@list.georgialibraries.org
Sent: Thursday, February 27, 2014 6:23:20 PM
Subject: Re: [OPEN-ILS-GENERAL] Holds placed prior to status change (Hardy, 
Elaine)


Elaine, 


I see what you are saying, but I can minimize the possibility of an 
unsuspecting patron placing a hold by making missing items "holdable" but not 
"OPAC visible". If a staff person should place a hold for the patron without 
noticing there are no items listed beneath the record in the staff client view 
of the OPAC, the hold will show up on the pull list and we will go look for it 
again. Sometimes books mysteriously reappear after traveling through space and 
time, so looking again is a good thing. If we still can't find it we will 
notify the patron that the item is missing and see if they want us to try ILL. 


Michele 


Can you give me a description of what the checkin modifier "retarget local 
holds" does? Does it mean whenever you check in an item it checks to see if 
there are any local holds that item can fill? What if the item belongs to 
another branch, and their patrons have holds on it as well? I am not referring 
to "new" items here, as we are not the branch that catalogs or enters new items 
in the system, and we don't have any age limitations on holds. 


And yes - when I went to admin - server administration - copy statuses and 
checked in the box for "holdable" under the statuses "missing" and "trace" old 
holds placed prior to the status change were triggered on check in. 


Thanks again Evergreen Community! It is grand to learn something new! 



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] [OPEN-ILS-DEV] browser staff client development notes / updates

[McCanna, Terran]

Thanks Bill!

I missed the print discussion on IRC, so thank you for summarizing that on the 
wiki. I'm delighted that you're working on printing solutions at this early 
stage since printing has been acknowledged as one of the biggest unknowns in 
the development of the web client. (And, for some reason, library receipt 
printers and label printers seem to have more idiosyncrasies than any other 
type of printer I've ever used!) 

I look forward to hearing how it handles working with receipt and label 
printers and with printing graphics. I know some of the PINES libraries 
incorporate graphics (usually their library logo or summer reading program or 
other promotional graphics) into their receipts already, and I expect the use 
of that feature to grow.


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

- Original Message -
From: "Bill Erickson" 
To: "Evergreen Development Discussion List" 
, "Evergreen Discussion Group" 

Sent: Thursday, March 6, 2014 10:58:48 AM
Subject: [OPEN-ILS-DEV] browser staff client development notes / updates



Hi All, 


I've started adding notes and points of interest for browser staff development 
to a wiki page: 

http://wiki.evergreen-ils.org/doku.php?id=dev:browser_staff:dev_notes 



I'm putting them here, because I like having everything in one place, but as 
bigger issues arise, I'll try to point them out on the lists as well. Of 
interest may be my updates for 2014-03-04, since the printer PoC was only 
discussed in IRC. 


I'm tagging myself as an author to each of my posts with the assumption that 
others may wish to add to the log as the project expands. 


Feedback welcome as always. 


-b 

-- 


Bill Erickson 
| Senior Software Developer 
| phone: 877-OPEN-ILS (673-6457) 
| email: ber...@esilibrary.com 
| web: http://esilibrary.com 
| Equinox Software, Inc. / The Open Source Experts 

Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] browser staff client development notes / updates

[McCanna, Terran]

Yay, I win! (I will happily accept any small victory I can get today.)

If it would help your testing to have details on the models/manufacturers of 
the printers that our libraries are currently using, actual receipt templates 
that incorporate graphics, or anything else that would help, please let me know 
what you need and I will gather that information for you.


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

- Original Message -
From: "Bill Erickson" 
To: "Evergreen Discussion Group" 
Cc: "Evergreen Development Discussion List" 

Sent: Thursday, March 6, 2014 12:22:05 PM
Subject: Re: [OPEN-ILS-DEV] [OPEN-ILS-GENERAL] browser staff client development 
notes / updates


You get the prize for answering my (embedded, vague) question, Terran! I 
appreciate the feedback. 


For reference, printing (specifically, unmediated to multiple printers), 
external file storage, websockets, and a few general-purpose UI components are 
the highest priority targets for now, since everything else relies on them. 
They need to be fairly well established before we can move on to implementing 
interfaces. Mind you, I don't expect printing to by *done* before we start on 
the UIs -- I imagine it will be a work in progress for some time -- but how it 
operates and how the browser communicates with printers needs to ironed out up 
front. 


Thanks, 


-b 

Re: [OPEN-ILS-GENERAL] PC reservation systems

[McCanna, Terran]

Many of the PINES systems in Georgia use PC Reservation and LPT:One by 
Envisionware.


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

- Original Message -
From: jmu...@tcpclibrary.org
To: evergreenresour...@lists.in.gov, e...@tcpclibrary.org, 
open-ils-general@list.georgialibraries.org
Sent: Wednesday, March 19, 2014 10:20:37 AM
Subject: [OPEN-ILS-GENERAL] PC reservation systems



Anyone on Evergreen have a PC reservation system for the public they would 
recommend or recommend against? It should have print management software too 
and we would prefer it to run with Windows PCs. 



Thanks, 
John 

Director 
Perry County Public Library 
2328 Tell Street 
Tell City, IN 47586 
www.tcpclibrary.org 
jmu...@tcpclibrary.org 

Re: [OPEN-ILS-GENERAL] Don't miss next year's Evergreen International Conference

[McCanna, Terran]

I agree! This was my first Evergreen conference and I am already looking 
forward to next year's. I've been to a lot of software and library conferences 
in the past, but I truly got more out of this one than any of the others 
because it is so focused and nearly everyone here has the same goals - to get 
more out of the product as it is, and to continue to make the product better. 
It's really a smart and creative community of people.


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

- Original Message -
From: "Elisabeth Keppler" 
To: "Evergreen Discussion Group" 
Sent: Monday, March 24, 2014 11:24:02 AM
Subject: [OPEN-ILS-GENERAL] Don't miss next year's Evergreen International  
Conference


Last week's EIG in Cambridge was extraordinarily useful, in terms of both 
information learned and contacts made. The committees did a tremendous job of 
lining up presentations that covered topics we really wanted to hear about at a 
comfortable venue and for a very reasonable price. Huge thanks to both the 
Conference Organizing Committee and the Conference Program Planning Committee, 
and no I'm not getting a kickback for saying this stuff. I came home with reams 
of notes and a stack of business cards. Fair warning to all you generous 
people: I'll be emailing you with questions! 


If there's any way your budget can be stretched to allow it, I highly recommend 
attending next year's conference, wherever and whenever it's held. 


Thanks, 
Lise 




-- 

Lise Keppler 
Forsyth County Public Library 

660 W 5th St 
Winston Salem NC 27101 
336-703-3070 

Re: [OPEN-ILS-GENERAL] TODAY: IRC practice time on Thursday, March 27 at 2PM - new presentation link

[McCanna, Terran]

I will be there, too! Thanks so much, Yamil!


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

- Original Message -
From: "Amy Terlaga" 
To: "Evergreen Discussion Group" 
Sent: Thursday, March 27, 2014 12:59:44 PM
Subject: Re: [OPEN-ILS-GENERAL] TODAY: IRC practice time on Thursday,   March 
27 at 2PM - new presentation link

>>This will be an hour long session for newcomers to practice using IRC to
be held on TODAY Thursday, March 27 at 2PM. This will be a designated
practice time, so no one feels like they are interrupting others.

I will be there, Yamil!  Will cocktails be served at this event?  No matter
- wouldn't miss it! Thanks for doing this!

+=+=+=+=+=+=+=+=+=+=+=+=+=+=+=+=+=+
Amy Terlaga
Director of User Services
Bibliomation, Inc.
24 Wooster Avenue
Waterbury, CT  06708
203-577-4070 x101
www.biblio.org




-Original Message-
From: open-ils-general-boun...@list.georgialibraries.org
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of
Yamil Suarez
Sent: Thursday, March 27, 2014 12:26 PM
To: General Evergreen List
Subject: [OPEN-ILS-GENERAL] TODAY: IRC practice time on Thursday, March 27
at 2PM - new presentation link

Hello,

Last week at the 2014 Evergreen conference I gave a lightning talk
presentation on how easy is to get started with using the Evergreen IRC.
Which is used by the community to collaborate and answer each others
questions. 

Here is a longer version of the presentation with more information…

http://goo.gl/w3zml2

In this presentation I postulate that if you… 

1) have ever sent a text message 

2) have a web browser 

… you can pull off giving IRC a try for yourself.


This will be an hour long session for newcomers to practice using IRC to be
held on TODAY Thursday, March 27 at 2PM. This will be a designated practice
time, so no one feels like they are interrupting others.


Thanks in advance,
Yamil

P.S. I will schedule another practice session next week, if you cannot
attend the first one.=

Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] Browser client dev log update / feedback request on grids

[McCanna, Terran]

Hi Bill (and group), 

I apologize for being too late to add my input. 

In general, I'd prefer users to be able to interact with the grid as close to 
'normal' web behavior as possible. With that in mind, I agree that 
double-clicking should select text rather than opening a page. Either having 
the data in one of the first columns display as links or having a simple edit 
button on each row would be very obvious to the users (and either would only 
require one click instead of two). 

For selecting multiple rows at once, checkboxes at the left of each row would 
be very obvious to users. CTRL-Click is nice too, but it's not as intuitive to 
most non-computer-savvy people. Also, I'm guessing checkboxes would be easier 
to use when using a touch-screen device or mobile device.

I second that simple, standard copy and paste would be wonderful to be able to 
do. Not being able to copy and paste from a grid row in the current client is a 
continual source of frustration. And doing so without building a pop-up to 
manage it would be ideal. I noticed on the example of the 3rd party angular UI 
that you posted a link to, I could not select any of the text. 

Paging versus Scrolling - I prefer paging, but with the ability to control how 
many rows display per page. Most pages on most library monitors are going to 
require scrolling of the entire page, and I find having to scroll within a box 
while I'm also scrolling a page is really annoying, especially when using touch 
screen devices. I've typically found that sites with paging also tend to resize 
better on different monitors and tend to print better (although these two 
things can probably be tweaked with diligent testing of the CSS). 


 

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

- Original Message -
From: "Bill Erickson" 
To: "Evergreen Development Discussion List" d...@list.georgialibraries.org>, 
"Evergreen Discussion Group" georgialibraries.org>
Sent: Thursday, March 13, 2014 3:08:37 PM
Subject: [OPEN-ILS-DEV] Browser client dev log update / feedback request on 
   grids



Hi, 


I just posted a wordy update to the browser client dev log with a call for 
input on how we build our UI grids (tables, lists, etc.). See the first section 
titled "User Interface Grids / Tables". This particular component will be used 
heavily, so I want to make sure we explore all options before we pick a path. 


There are a few other miscellaneous updates in there, as well. 

http://evergreen-ils.org/dokuwiki/doku.php?id=dev:browser_staff:dev_notes 



Thanks, 


-b 

-- 


Bill Erickson 
| Senior Software Developer 
| phone: 877-OPEN-ILS (673-6457) 
| email: ber...@esilibrary.com 
| web: http://esilibrary.com 
| Equinox Software, Inc. / The Open Source Experts 

Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] Browser client dev log update / feedback request on grids

[McCanna, Terran]

Bill,

>>The approach I'm testing now is a combination of checkbox (single select / 
>>multi-select), row click (single select), row ctrl-click (single select / 
>>multi-select), and row shift-click (batch select). The different styles seem 
>>to complement each other well and in each case the state of the checkbox (and 
>>CSS) indicate which rows are selected. <<

Nice! That sounds like it would cover everything a user will try (and they WILL 
try everything...)

>>Regarding scrolling, when we build pages that only have a single grid, we 
>>have the option of allowing the grid to fill the page. That is, there will 
>>only be one scroll bar on the page (the main scroll) and as you scroll down 
>>the page, you are scrolling through the content as well (and new content is 
>>fetched as needed). <<

When printing this type of page, would it by nature default to printing all 
records unless the staff told it to only print selected pages? I'm thinking of 
the times when there might be hundreds or even thousands of results and staff 
members that will click print without limiting the pages. With paging instead 
of scrolling, there'd be an automatic limit on how many pages would print at 
once based on how many records the user chose to view at once. 

Your mention of scrolling requiring more memory raises red flags - I don't 
think PINES is alone in having a lot of libraries running very old/slow 
machines on slow connections. Granted, we're saving memory in a lot of other 
places with the web client, so it might be okay to use a little more memory 
here if it offers significantly better usability, but I'm not so sure that it 
would... I'd like to hear opposing viewpoints though.

Thanks for putting so much thought into these details and giving the rest of us 
insight into your findings!

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

Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] Browser client - Scroll versus Page

[McCanna, Terran]

A few more questions about scrolling versus paging that popped into my head at 
1am this morning:

1) With paging through a very long result set, it's normal practice to be able 
to jump ahead in the list (to page 5 of 9) instead of clicking through the 
pages one at a time. I haven't seen this type of functionality on other 
scrolling pages where you would keep hitting 'more' - thoughts?

2) Am I right in assuming that grids will be sortable by clicking on column 
headers? How would the sorting behavior differ (if it differs at all) between a 
paged grid or a scrolling grid? Would it sort the entire list or just the 
visible list? (My preference for it would be the entire list.)



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

Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] Browser client - Scroll versus Page

[McCanna, Terran]

Thanks Bill!


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

- Original Message -
From: "Bill Erickson" 
To: "Terran McCanna" 
Cc: "Evergreen Development Discussion List" 
, "Evergreen Discussion Group" 

Sent: Wednesday, April 2, 2014 11:29:04 AM
Subject: Re: [OPEN-ILS-DEV] Browser client - Scroll versus Page






On Wed, Apr 2, 2014 at 10:54 AM, McCanna, Terran < 
tmcca...@georgialibraries.org > wrote: 


A few more questions about scrolling versus paging that popped into my head at 
1am this morning: 

1) With paging through a very long result set, it's normal practice to be able 
to jump ahead in the list (to page 5 of 9) instead of clicking through the 
pages one at a time. I haven't seen this type of functionality on other 
scrolling pages where you would keep hitting 'more' - thoughts? 



I think in either case, we would want a "jump to page" option. 



2) Am I right in assuming that grids will be sortable by clicking on column 
headers? How would the sorting behavior differ (if it differs at all) between a 
paged grid or a scrolling grid? Would it sort the entire list or just the 
visible list? (My preference for it would be the entire list.) 



Yes. It will sort the entire list* and there will be no difference between 
scrolled vs. paged. 


-b 


* In some interfaces, the data displayed does not provide a global sorting 
mechanism. I don't have a specific UI in mind, but as we're porting existing 
code, I'm sure we'll find some. Those will have to to be addressed 
individually, outside of the browser client project. In those cases we can 
probably indicate in the UI that sorting is disabled (or different) as needed. 


-- 


Bill Erickson 
| Senior Software Developer 
| phone: 877-OPEN-ILS (673-6457) 
| email: ber...@esilibrary.com 
| web: http://esilibrary.com 
| Equinox Software, Inc. / The Open Source Experts 

Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] Smart Float: Self balancing floating collections

[McCanna, Terran]

Very nice! We have a couple of libraries in PINES that are mulling over 
implementing local floating collections.


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

- Original Message -
From: "Doug Kyle" 
To: open-ils-...@list.georgialibraries.org, 
open-ils-general@list.georgialibraries.org
Sent: Wednesday, April 2, 2014 11:51:11 AM
Subject: [OPEN-ILS-DEV] Smart Float: Self balancing floating collections

I've created a new Evergreen feature I call Smart Float.  After we 
(Grand Rapids Public Library) moved to floating collections, staff had 
to spend time managing and balancing floating collections. Smart Float 
was created to automate those tasks as follows.

Smart Float automates the redistribution of floating collections based 
on available shelf space and duplicate copies. Smart Float also allows 
automatic
"re-homing" of items based on a number of circulations from the original 
library or a specified time frame.

Upon checkin Smart Float will first check if an item needs to be sent 
home, if not the item will float to the checkin branch if space is available
and there are not too many duplicate copies.  If space and or duplicates 
don't allow floating to the checkin branch, it will next float to the
branch with most space and no excess duplicates, then to the branch with 
most space regardless of duplicates.
If no branches have shelf space it will stay where it is (float to the 
checkin library).

Copy locations are the units of Smart Float operation. Copy locations 
are mapped to the following attributes that Smart Float uses to 
determine how to distribute copies.
- active: if true, Smart Float will be used, otherwise traditional 
floating will occur.
- items_allowed: the number of items the shelving location can hold.
- dups_threshold: the number of duplicate titles allowed for that copy 
location.
- homing_threshold: number of circulations from the original owning library.
- homing_lifespan: time interval, such as "3 months".
Items will be sent home within the homing_lifespan from creation date, 
until the homing_threshold is met.
So if shelving location 'kids movies' has a homing_threshold of 1 and a 
homing_lifespan of "3 months", items in that shelving location won't 
start floating
until they have circulated once from the owning library, or its been 3 
months or more since they were created.

The Grand Rapids Public Library is now running an initial version of 
Smart Float in production on Evergreen 2.2.  I've committed a lightly 
tested version for Master in my working repository.

The implementation is almost entirely plpgsql code and no Evergreen 
client side interface currently exists, but I wanted to put it out to 
the community at this point in the hopes of finding collaborators and 
getting it included in future releases.

-- 
Doug Kyle
Information Systems Assistant Manager
Grand Rapids Public Library

Re: [OPEN-ILS-GENERAL] browser staff feedback request / integration

[McCanna, Terran]

My preference would be to leave the existing client as is (with the exception 
of bug fixes, etc.), but to offer the browser-based modules as options once 
they become available. My reasons for this are:

1) It will allow for indepth use of the new module in a production environment 
to uncover any bugs or performance issues while still having a known entity as 
a backup. No amount of testing is going to uncover all of the odd little 
problems like working in a live environment will. 

2) When moving back and forth between the two environments, staff will be more 
aware of the improved user interface and performance, and I believe they will 
be more eager to transition completely to the new environment.

3) The browser-based circulation module may offer some immediate relief to 
those frontline circ staff who are struggling with antiquated machines and slow 
networks. 

4) The new modules can begin to be thoroughly tested on mobile devices that 
cannot run the current client.



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

- Original Message -
From: "Bill Erickson" 
To: "Evergreen Development Discussion List" 
, "Evergreen Discussion Group" 

Sent: Friday, April 4, 2014 10:09:53 AM
Subject: [OPEN-ILS-GENERAL] browser staff feedback request / integration



Hi All, 


I've posted a dev log entry briefly discussing the merits/challenges of two 
different integration paths for the browser client: 

http://wiki.evergreen-ils.org/doku.php?id=dev:browser_staff:dev_notes (see 
2014-04-04) 



I've focused primarily on the technical aspects, but the decision at hand is 
much more than a development decision. The path we chose will affect staff, 
administrators, support providers, DIG, and developers alike, so I'd like to 
get everyone's thoughts on the matter. My post is brief, little more than an 
introduction, so please send any questions and comments along to the lists. 


Thanks, 


-b 

-- 


Bill Erickson 
| Senior Software Developer 
| phone: 877-OPEN-ILS (673-6457) 
| email: ber...@esilibrary.com 
| web: http://esilibrary.com 
| Equinox Software, Inc. / The Open Source Experts 

Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] browser staff feedback request / integration

[McCanna, Terran]

>>
Conversely, as another contrived example, if v1 of web-based circ
required that you jump to the XUL staff client during a checkout
session to add a pre-cat, that would be more disruptive, as it
scatters the overall workflow of "check out a bunch of items" across
two interfaces, and raises questions like whether the patron would end
up with two checkout receipts.
<<

Yes, Galen's point is a good one. The frequency of this kind of thing happening 
will probably vary significantly from consortium to consortium depending on 
their policies, and some places might find it's too much of a hassle and opt to 
continue to work just in the client and not in the web version at all until 
they have to. That would be unfortunate for the project from a testing and 
adoption perspective, but I would expect that most places would at least be 
willing to try it and some places would really run with it. 

And, I'd rather support staff who are grumble about switching back and forth 
between two clients than staff who panic because something was accidentally 
broken in a Frankensteined merge.


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

Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] browser staff feedback request / integration

[McCanna, Terran]

Every system has a few. "The Closers" is fantastic. For our users, I plan on 
recommending that the staff members that have trouble switching back and forth 
and that are intimidated by the new interface should just stick with the 
existing staff client when they are busy and practice using the web interface 
when they are not so busy until they get used to it. Any sort of change is 
going to require a certain amount of training, and I feel that this approach 
gives libraries more control over how and when they get their staff up to 
speed. 

And, depending on how workflow is set up at a branch, sometimes you will find 
yourself doing a simple repeated task over and over a hundred times and there 
won't be a lot of switching back and forth (checking in books from a holiday 
weekend, routing holds, etc.)




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

- Original Message -
From: "Dan Wells" 
To: "Evergreen Development Discussion List" 
, "Evergreen Discussion Group" 

Sent: Monday, April 7, 2014 5:32:12 PM
Subject: Re: [OPEN-ILS-DEV] [OPEN-ILS-GENERAL] browser staff feedback request / 
integration




I’m fine with the decision and consensus, but want to add one thing. I’ve met a 
fair number of users who have a difficult time managing multiple windows in an 
ongoing way (call them “the closers”). We obviously don’t have any such folks 
responding to this thread, but I think we should be open to such feedback 
(should it come) and possibly reconsider this decision if necessary. 



Dan 






Daniel Wells 

Library Programmer/Analyst 

Hekman Library, Calvin College 

616.526.7133 



From: open-ils-dev-boun...@list.georgialibraries.org 
[mailto:open-ils-dev-boun...@list.georgialibraries.org] On Behalf Of Bill 
Erickson 
Sent: Monday, April 07, 2014 1:20 PM 
To: Evergreen Discussion Group 
Cc: Evergreen Development Discussion List 
Subject: Re: [OPEN-ILS-DEV] [OPEN-ILS-GENERAL] browser staff feedback request / 
integration 










Agreed on "fleshing out modules on a workflow-by-workflow basis as much as 
possible". This is one area where user testing early in the process can really 
pay off. 





So, I think it's safe to say we have a consensus on avoiding the XUL/mixed 
integration path entirely. From a development perspective, this is certainly a 
relief. 





-b 




-- 



Bill Erickson 


| Senior Software Developer 


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


| email: ber...@esilibrary.com 


| web: http://esilibrary.com 


| Equinox Software, Inc. / The Open Source Experts 

Re: [OPEN-ILS-GENERAL] KPAC filtering

[McCanna, Terran]

Hmm... I could be wrong (and I'm very tired), but I would guess that with the 
way the global filter tag is set up in the kpac.xml file, that you could put 
any sort of defined filter in there. It is configured for "audience(a,b,c,d,j)" 
and that is easy to modify, but my guess is you could replace that bit in the 
global filter tag with "locations(x,y,z)" where x,y,z were the IDs (not the 
names) of the shelving locations you wish to display. 

This page lists the filters that the query parser understands and it says 
"locations" refers to shelving location IDs:
http://evergreen-ils.org/dokuwiki/doku.php?id=documentation:technical:search_grammar

I'm not sure if there is a way to determine the IDs of your shelving locations 
without looking at the database table that holds them.

We couldn't do this in PINES because our consortium allows different libraries 
to have different shelving locations and it would be too difficult to track, 
but I don't see why it couldn't work for a smaller or more standardized system.


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

Re: [OPEN-ILS-GENERAL] KPAC filtering

[McCanna, Terran]

Holly,

I think it's a great question, and I'd love to know if that works when you try 
it out!

Another thing I was mulling over was that it would be fun to make another 
version of the KPAC just for teens with its own graphics and just including 
audience type c&d materials. (In my copious spare time... )


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

- Original Message -
From: "Holly Brennan" 
To: "Evergreen Discussion Group" 
Sent: Monday, April 7, 2014 9:03:54 PM
Subject: Re: [OPEN-ILS-GENERAL] KPAC filtering

Ah, look at the file! Why didn't I think of that? (Tired, reaching end of day.)

Thanks, Terran! Good clues on where to start looking and experimenting.

-Holly

-Original Message-
From: open-ils-general-boun...@list.georgialibraries.org 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
McCanna, Terran
Sent: Monday, April 07, 2014 4:57 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] KPAC filtering

Hmm... I could be wrong (and I'm very tired), but I would guess that with the 
way the global filter tag is set up in the kpac.xml file, that you could put 
any sort of defined filter in there. It is configured for "audience(a,b,c,d,j)" 
and that is easy to modify, but my guess is you could replace that bit in the 
global filter tag with "locations(x,y,z)" where x,y,z were the IDs (not the 
names) of the shelving locations you wish to display. 

This page lists the filters that the query parser understands and it says 
"locations" refers to shelving location IDs:
http://evergreen-ils.org/dokuwiki/doku.php?id=documentation:technical:search_grammar

I'm not sure if there is a way to determine the IDs of your shelving locations 
without looking at the database table that holds them.

We couldn't do this in PINES because our consortium allows different libraries 
to have different shelving locations and it would be too difficult to track, 
but I don't see why it couldn't work for a smaller or more standardized system.


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

Re: [OPEN-ILS-GENERAL] Items not checking in?

[McCanna, Terran]

Agreed. Staff going too fast and not watching the screen has been an issue with 
every ILS in every library I've ever worked at, and it's not surprising if 
they're at the desk because they are so often trying to multitask. I've worked 
several places (some using Evergreen, some using those OTHER ILSes) that had a 
standard policy of checking in every cart of books twice (usually once as they 
were turned in, then again checking a whole cart before shelving) to catch 
things that were missed the first time. 


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

- Original Message -
From: "Elisabeth Keppler" 
To: "Evergreen Discussion Group" 
Sent: Friday, April 11, 2014 1:59:37 PM
Subject: Re: [OPEN-ILS-GENERAL] Items not checking in?


Our cases of check-ins not going through seem to be almost always because staff 
was going faster than Evergreen could handle. Because of the beep, they think 
the scan was accepted and aren't always as vigilant about watching the screen 
as they could be. This has also happened at check-out. The result of that, of 
course, is that the catalog thinks the item is still on the shelf and it 
doesn't appear on the patron's record at all. Joan's suggestion of disabling 
the beep sounds like a winner. 


Re pre-cats, we don't allow staff to use them. If a patron brings an item to 
the desk that isn't in the catalog, we try to find another copy for them but 
don't let them check out the copy in their hands until it can be added to the 
system. 


Lise 


-- 

Lise Keppler 
Forsyth County Public Library 

660 W 5th St 
Winston Salem NC 27101 
336-703-3070 

Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] browser client update for 2014-04-11

[McCanna, Terran]

Thanks, Bill!

I'm excited to see the grid design and looking forward to seeing how the status 
bar will work.


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

- Original Message -
From: "Bill Erickson" 
To: "Evergreen Development Discussion List" 
, "Evergreen Discussion Group" 

Sent: Friday, April 11, 2014 2:35:58 PM
Subject: [OPEN-ILS-DEV] browser client update for 2014-04-11



Hi All, 


This is mainly just a "what's going on" update, though I do discuss some issues 
we're facing with un-trusted SSL certificates for those that are curious: 

http://wiki.evergreen-ils.org/doku.php?id=dev:browser_staff:dev_notes 



-b 

-- 


Bill Erickson 
| Senior Software Developer 
| phone: 877-OPEN-ILS (673-6457) 
| email: ber...@esilibrary.com 
| web: http://esilibrary.com 
| Equinox Software, Inc. / The Open Source Experts 

Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] browser client update for 2014-04-11

[McCanna, Terran]

I agree with Rogan, the previous one was more attractive but this is more 
functional. I think the paging controls, the sorting, and the 
selecting/unselecting are all very intuitive.

The only thing I see so far that will throw off users is that when I highlight 
a bit of text in preparation for copying it, the UI highlights the entire row 
and marks it selected - when I ctrl-c, it does copy just the text I 
highlighted, but the visual cues are confusing.

Should we be able to log in via mobile devices? Or is the certificate issue 
preventing this at the moment? 


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

- Original Message -
From: "Bill Erickson" 
To: "Evergreen Development Discussion List" 

Cc: "Evergreen Discussion Group" 
Sent: Monday, April 14, 2014 11:08:26 AM
Subject: Re: [OPEN-ILS-DEV] browser client update for 2014-04-11



Well, I've finally installed a valid cert on my test server, so it's possible 
to log in once again (now with secure WebSockets, yay). After login, go to 
Patron Search and perform a search. The search results are using the new grid. 


https://bill-dev2.esilibrary.com/eg/staff/login?ws=BR1-jupiter 



user=admin 
pass=demo123 


Note that in the patron search grid, only some columns are sortable (appear as 
links), because those are the only columns that are sortable in the server API 
for this particular interface. In these cases, where we want to have access to 
lots of columns, but only some of them are sortable on the server, we still 
have the option of performing local (visible data) sorting. Blending local and 
server-side sorting could get confusing, though, so we'll need to carefully 
consider how to handle that. 


-b 





On Mon, Apr 14, 2014 at 10:01 AM, McCanna, Terran < 
tmcca...@georgialibraries.org > wrote: 


Thanks, Bill! 

I'm excited to see the grid design and looking forward to seeing how the status 
bar will work. 


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



- Original Message - 
From: "Bill Erickson" < ber...@esilibrary.com > 
To: "Evergreen Development Discussion List" < 
open-ils-...@list.georgialibraries.org >, "Evergreen Discussion Group" < 
open-ils-general@list.georgialibraries.org > 
Sent: Friday, April 11, 2014 2:35:58 PM 
Subject: [OPEN-ILS-DEV] browser client update for 2014-04-11 



Hi All, 


This is mainly just a "what's going on" update, though I do discuss some issues 
we're facing with un-trusted SSL certificates for those that are curious: 

http://wiki.evergreen-ils.org/doku.php?id=dev:browser_staff:dev_notes 



-b 

-- 


Bill Erickson 
| Senior Software Developer 
| phone: 877-OPEN-ILS (673-6457) 
| email: ber...@esilibrary.com 
| web: http://esilibrary.com 
| Equinox Software, Inc. / The Open Source Experts 





-- 


Bill Erickson 
| Senior Software Developer 
| phone: 877-OPEN-ILS (673-6457) 
| email: ber...@esilibrary.com 
| web: http://esilibrary.com 
| Equinox Software, Inc. / The Open Source Experts 

Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] browser client update for 2014-04-11

[McCanna, Terran]

I'm unable to login with the default browser, but I was able to log in fine 
with the Firefox app (I'm using a Galaxy Note II running Android 4.3). The 
number of columns doesn't display well, but once I hid some of them it worked 
well. Sorting and selecting/unselecting work great, even copy and paste work 
well (and since it uses different visual cues than the desktop browser for 
displaying what you have selected to copy, it was easy to see the difference 
there). 

The only thing that caused me a problem while viewing on my phone was that the 
status bar at the bottom cut off the bottom 2 rows of my patron search results.


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

- Original Message -
From: "Bill Erickson" 
To: "Evergreen Discussion Group" 
Cc: "Evergreen Development Discussion List" 

Sent: Monday, April 14, 2014 11:58:34 AM
Subject: Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] browser client update for
2014-04-11





On Mon, Apr 14, 2014 at 11:49 AM, McCanna, Terran < 
tmcca...@georgialibraries.org > wrote: 


I agree with Rogan, the previous one was more attractive but this is more 
functional. I think the paging controls, the sorting, and the 
selecting/unselecting are all very intuitive. 

The only thing I see so far that will throw off users is that when I highlight 
a bit of text in preparation for copying it, the UI highlights the entire row 
and marks it selected - when I ctrl-c, it does copy just the text I 
highlighted, but the visual cues are confusing. 



Hmm, yeah, we may have to detect double-click and avoid row selection in that 
case. 



Should we be able to log in via mobile devices? Or is the certificate issue 
preventing this at the moment? 



Mobile login should work. I can't vouch for every device, but I am able to log 
in with my Nexus. 

Fair warning on the grids... To build these with the level of flexibility 
required (arbitrary column counts and column resizing being the big ones), we 
had to step outside of the Bootstrap mobile-friendly CSS and use something 
called flexbox (which is native to modern browsers) instead. This means the 
grids today are not very mobile friendly. However, flexbox is div-based and 
very *cough* flexible, so we have the option of applying mobile CSS 
specifically to the grid. 


-b 

-- 


Bill Erickson 
| Senior Software Developer 
| phone: 877-OPEN-ILS (673-6457) 
| email: ber...@esilibrary.com 
| web: http://esilibrary.com 
| Equinox Software, Inc. / The Open Source Experts 

Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] speaking of testing.. (Was Re: browser client update for 2014-04-11)

[McCanna, Terran]

Nice!


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

- Original Message -
From: "Bill Erickson" 
To: "Evergreen Discussion Group" 
Cc: "Evergreen Development Discussion List" 

Sent: Monday, April 14, 2014 1:01:00 PM
Subject: [OPEN-ILS-DEV] speaking of testing.. (Was Re: [OPEN-ILS-GENERAL] 
browser client update for 2014-04-11)






Those of you who connected my dev server today just unwittingly performed the 
first real distributed OpenSRF WebSockets test. We had 25 unique visitors 
during the 11am (EST) hour, with about 10 active at any given time, each with 
their own WebSockets connection, using a 5 minute idle timeout. Everything 
performed as expected on the server and I did not receive any reports of 
problems (once a connection via a compatible browser was made). 


The connections themselves all stayed within the %0.1 (~4MB) RAM usage range 
per process. (For comparison, on the same server, normal Apache processes range 
from 65-80MB per process). Though we have more testing to do, I saw no signs of 
memory leaks or instability today, which is very encouraging. 


So, again, thanks for testing! 


-b 


-- 


Bill Erickson 
| Senior Software Developer 
| phone: 877-OPEN-ILS (673-6457) 
| email: ber...@esilibrary.com 
| web: http://esilibrary.com 
| Equinox Software, Inc. / The Open Source Experts 

Re: [OPEN-ILS-GENERAL] Items not checking in?

[McCanna, Terran]

Most of those alerts are important, are they not? It's been a little while, but 
when I've covered Circ and done check-ins, I don't recall getting anything that 
I regarded as an unnecessary alert - I only recall things that required some 
sort of staff action such as routing, printing hold slips, etc. If alerts were 
suppressed, wouldn't that cause far more staff error?


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

- Original Message -
From: "Jason Etheridge" 
To: "Evergreen Discussion Group" 
Sent: Monday, April 14, 2014 4:02:49 PM
Subject: Re: [OPEN-ILS-GENERAL] Items not checking in?

> Evergreen has lots of alerts - we tracked them for a week once.

One thing I want to mention is that it was an intentional design
decision that certain workflows got "halted" by pop-up alerts, and
there was a great fear of users accidentally "scanning through" an
alert without noticing.

It seems like we've been slowly trying to mitigate the consequences of
that decision, for example, with the menu option Checkin
Modifiers->Ignore Pre-cataloged Items and the experimental Fast Entry
(Asynchronous) checkbox, and culminating in the "Suppress
popup-dialogs during check-in" library setting.

It may be time to rethink this behavior from the ground-up, or at the
very least, better document it (I had forgotten all about that library
setting, despite having wrote it, and I bet a lot of folk would love
to have it enabled).

-- 
Jason Etheridge
| Support Manager
| Equinox Software, Inc. / The Open Source Experts
| phone: 1-877-OPEN-ILS (673-6457)
| email: ja...@esilibrary.com
| web: http://www.esilibrary.com

Re: [OPEN-ILS-GENERAL] Items not checking in?

[McCanna, Terran]

Yes, I can see why "Lost" and "Missing" probably wouldn't need an alert in our 
workflow either. Perhaps future development down the road could use color 
coding instead of popup alerts on the check-in screen for some of these types 
of alerts that don't require staff action? Something to think about.

I like the use of Check Parts for books that include CDs because that's so easy 
to miss when checking in otherwise. 


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

- Original Message -
From: "Buzzy Nielsen" 
To: open-ils-general@list.georgialibraries.org
Sent: Monday, April 14, 2014 4:32:40 PM
Subject: Re: [OPEN-ILS-GENERAL] Items not checking in?


There are a few popups that we've deemed unnecessary. For instance, there's a 
pop up that appears at checkin for a "bad status", requiring staff to affirm 
that they do indeed want to check in the item. Two of those statuses are "Lost" 
and "Missing". Our staff honestly couldn't come up with any reason why we 
wouldn't want to check in items with those two statuses, at least not given our 
workflow and processes. 

Another (admittedly self-inflicted) example are the "check parts" notices some 
of our consortium members use. Oh, how happy would we be to convince our fellow 
libraries not to use those ... 

Anyway, this is all to say that those messages do indeed slow down work flow, 
and they can be painfully slow to pop up on older computers. Fortunately, all 
of our equipment is pretty new, but I know our smaller libraries can have 
issues with the speed as they have the double hit of slow hardware and slow 
connections. 

Cheers! 
Buzzy 


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

On 04/14/2014 01:12 PM, McCanna, Terran wrote: 


Most of those alerts are important, are they not? It's been a little while, but 
when I've covered Circ and done check-ins, I don't recall getting anything that 
I regarded as an unnecessary alert - I only recall things that required some 
sort of staff action such as routing, printing hold slips, etc. If alerts were 
suppressed, wouldn't that cause far more staff error?


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

Re: [OPEN-ILS-GENERAL] Items not checking in?

[McCanna, Terran]

>> MassLNC had recently come up with some development requirements 
>> (http://masslnc.cwmars.org/node/2764) that would give Evergreen sites more 
>> granular control over which alerts display.<<

Great! I add my vote to revisiting that once the web client is complete. 


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

Re: [OPEN-ILS-GENERAL] Call for vote: Release Manager 2.7

[McCanna, Terran]

+1


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

- Original Message -
From: "Ruth Frasur" 
To: "Evergreen Discussion Group" 
Sent: Thursday, April 24, 2014 8:52:42 AM
Subject: Re: [OPEN-ILS-GENERAL] Call for vote: Release Manager 2.7



+1 
On Apr 21, 2014 1:26 PM, "Sharp, Chris" < csh...@georgialibraries.org > wrote: 


+1 

- Original Message - 
> From: "Jeff Godin" < jgo...@tadl.org > 
> To: "Evergreen Discussion Group" < open-ils-general@list.georgialibraries.org 
> > 
> Sent: Monday, April 21, 2014 12:01:45 PM 
> Subject: [OPEN-ILS-GENERAL] Call for vote: Release Manager 2.7 
> 
> 
> Greetings! 
> 
> 
> I'd like to call for a vote on Ben Shum's proposal to be Release 
> Manager for Evergreen 2.7. 
> 
> 
> Ben's proposal can be found in the list archives: 
> http://georgialibraries.markmail.org/thread/b23u62e6rhebjkhk 
> or 
> http://libmail.georgialibraries.org/pipermail/open-ils-general/2014-March/009738.html
>  
> 
> 
> 
> Shall we accept Ben Shum's proposal to be Release Manager for 
> Evergreen 2.7? 
> 
> 
> Please respond to the list as part of this thread with +1 for yes or 
> -1 for no. Feel free to include any additional brief comments, as 
> votes are not tallied by computer. 
> 
> 
> Detailed questions or comments would probably be appropriate in their 
> own thread, or in the existing thread surrounding the proposal 
> itself. 
> 
> 
> Thank you! 
> 
> 
> -jeff 

-- 
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/ 

Re: [OPEN-ILS-GENERAL] Evergreen International Conference Selection Committee Announcement

[McCanna, Terran]

I'm so excited! I grew up in Oregon and lived there up until I turned *cough* 
years old, and the Gorge is breathtaking. I hope that all of the attendees will 
love it as much as I do. Everyone be sure to stop at Multnomah Falls on the way 
from Portland to Hood River for photo ops!

Also, I highly recommend we rent a bus and make an excursion to the Edgefield: 
http://www.mcmenamins.com/54-edgefield-home



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

- Original Message -
From: "Amy Terlaga" 
To: "Evergreen Discussion Group" 
Sent: Tuesday, April 29, 2014 2:33:47 PM
Subject: [OPEN-ILS-GENERAL] Evergreen International Conference Selection
Committee Announcement


The Evergreen International Conference Selection Committee is very pleased to 
announce the 2015 Conference will be held in Hood River, Oregon. The committee 
unanimously selected the proposal submitted by Buzzy Nielsen of the Hood River 
County Library District. The Site Selection Committee consisted of Shauna 
Borger (Evergreen Indiana), Grace Dunbar (Equinox), Amy Terlaga (Bibliomation), 
Tanya Prokrym (NC Cardinal), Debbie Luchenbill (MOBIUS Consortium), and Beth 
Longwell (Sage Consortium). 


>From the proposal: 
Hood River is in the heart of Columbia River Gorge National Scenic Area and the 
Mount Hood recreational area. We believe that Evergreen users, programmers, and 
enthusiasts would have a fantastic time both during the conference and on their 
down time in our beautiful, active, unique community. 


Dates of the conference will be announced soon. The plan is to hold the 
conference in May 2015. 


Submitted on behalf of the Conference Selection Committee 

-- 







+=+=+=+=+=+=+=+=+=+=+=+=+=+=+=+ 
Amy Terlaga 
Director of User Services 
Bibliomation, Inc. 
24 Wooster Avenue 
Waterbury, CT 06708 
terl...@biblio.org 

Re: [OPEN-ILS-GENERAL] browser client update for 2014-04-23

[McCanna, Terran]

Bill,

Sorry about the late response, I'm still catching up on my emails after a 
conference last week. 

I assume that the paper type setting you mention is the same as paper size? 
(Making sure we can accommodate different sizes of rolls here. I readily admit 
I'm unclear on what aspects of printing can be controlled from here and what 
would need to be controlled by a printer-specific driver.)

Within the current staff client in the printer config we have the scale / 
shrink to page width option - is that a configuration attribute that you can 
set up here? 


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

- Original Message -
From: "Bill Erickson" 
To: "Evergreen Discussion Group" , 
"Evergreen Development Discussion List" 
Sent: Wednesday, April 23, 2014 3:09:37 PM
Subject: [OPEN-ILS-GENERAL] browser client update for 2014-04-23




Today's update is all about printing: 

http://wiki.evergreen-ils.org/doku.php?id=dev:browser_staff:dev_notes 


This one is fairly dry, so reader beware, but I do pose a question in there 
about the types of print configuration attributes we need to be persisting for 
any who wish to share. 



Thanks, 


-b 


-- 


Bill Erickson 
| Senior Software Developer 
| phone: 877-OPEN-ILS (673-6457) 
| email: ber...@esilibrary.com 
| web: http://esilibrary.com 
| Equinox Software, Inc. / The Open Source Experts 

Re: [OPEN-ILS-GENERAL] browser client update 2014-05-01 / feedback requested on catalog integration

[McCanna, Terran]

+1 for improving multiple workstation registration functionality!

+1 for removing the 50-patron limit on searches! (FYI, I tried to log in to 
https://bill-dev2.esilibrary.com/eg/staff/login just now to see how the paging 
looked but was unable to. I assume this is because of changes you're in the 
midst of?)

Catalog integration - There are certainly times when we want to see staff 
client info on part of the screen and the catalog on another part because we 
don't want to lose the context of what we are doing (for example, when we are 
in a patron account and we want to place a new hold for that patron without 
leaving their account). However, I don't believe it's necessary to display all 
of the things that display in the OPAC and some things could probably be 
streamlined (for instance, if I do a catalog search in my current staff client, 
the OPAC footer information appears unnecessarily). 



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

- Original Message -
From: "Bill Erickson" 
To: "Evergreen Discussion Group" , 
"Evergreen Development Discussion List" 
Sent: Thursday, May 1, 2014 10:40:01 AM
Subject: [OPEN-ILS-GENERAL] browser client update 2014-05-01 / feedback 
requested on catalog integration



Hi All, 


Here's another mixed bag of updates: 


http://evergreen-ils.org/dokuwiki/doku.php?id=dev:browser_staff:dev_notes 


Feedback on catalog integration appreciated. 


Thanks! 


-b 


-- 


Bill Erickson 
| Senior Software Developer 
| phone: 877-OPEN-ILS (673-6457) 
| email: ber...@esilibrary.com 
| web: http://esilibrary.com 
| Equinox Software, Inc. / The Open Source Experts 

Re: [OPEN-ILS-GENERAL] browser client update 2014-05-01 / feedback requested on catalog integration

[McCanna, Terran]

>>As I recall, the primary impetus for absorbing the catalog into the staff 
>>client was that it allows staff to see what patrons see. <<

I can understand that, but the staff aren't really seeing exactly what the 
patrons see right now (at least, not in our implementation). The staff see 
items in the search results that are hidden from patrons (Lost items, etc.), 
the staff see copy & volume level hold options that the patrons don't see, and 
the patrons see header/banner information that the staff don't see. 

However, I can also understand why it would be confusing for staff if the 
client catalog were vastly different from the OPAC. 


I will send out some feelers to our library staff to see what they think. 


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

Re: [OPEN-ILS-GENERAL] browser client update 2014-05-01 / feedback requested on catalog integration

[McCanna, Terran]

More thoughts on catalog integration...

- All the feedback I've received from our staff so far express a strong 
preference to keeping the catalog view that is in the staff client as close as 
possible to the public OPAC view.

- Although you're not working on the cataloging phase yet, catalogers switch 
back and forth between the MARC view and the catalog view of a bib record when 
creating it / working on it to make sure it will display properly when patrons 
view it through the OPAC, so please keep that in mind. 

- Staff say that in an older version of the staff client, there used to be 
visual cues on the search results to indicate when a bib record was hidden from 
the public view (because it had no copies attached, because all copies were 
lost or missing, etc.) so that staff could readily tell what they were seeing 
that patrons could not see. This was lost in one of the upgrades. Is that 
something that can be re-enabled for the browser client?


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

Re: [OPEN-ILS-GENERAL] browser client update 2014-05-01 / feedback requested on catalog integration

[McCanna, Terran]

>
- Although you're not working on the cataloging phase yet, catalogers 
switch back and forth between the MARC view and the catalog view of a bib 
record when creating it / working on it to make sure it will display properly 
when patrons view it through the OPAC, so please keep that in mind.


Do we see this as materially different from having the MARC view open in one 
browser tab and the catalog view open in another?  
 
<

I'm going to say yes, but that may depend on how it's implemented. If I were a 
cataloger working on a single bib record today in my staff client, I can switch 
between MARC View / MARC Edit / OPAC View in the same tab and as I make 
changes, those changes are immediately reflected. If I am working on several 
bib records at once, I can keep them all straight because each  record is on a 
single tab no matter which way I'm viewing it. 

If I were using the MARC view in the web client and clicked a button to view 
that record in the OPAC and it opened in a new tab, then clicked on that OPAC 
view to switch to the MARC Edit view, would it open a third tab? Or if I 
switched back to the MARC edit view to make a change and then clicked on OPAC 
View again, would it then open another new tab? Or would I have to switch to 
the tab I'd opened before and refresh it? Or would it recognize that I'd 
already opened that tab and switch to it and refresh it? See where I'm going 
with this?  It seems like it would be easy for both the staff person and the 
system to lose track of which tabs were related to each other, particularly if 
multiple records are being worked on at once.

I hope I'm thinking about this and explaining it clearly, it's been a very long 
day here! I'd welcome perspective from other staff users on all of this.


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

Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] browser client update for 2014-04-23

[McCanna, Terran]

Yes, very useful!


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

- Original Message -
From: "Kathy Lussier" 
To: open-ils-general@list.georgialibraries.org
Sent: Friday, May 2, 2014 11:58:02 AM
Subject: Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] browser client update for
2014-04-23


Thank you Bill! It certainly helps me! 

Kathy 
Kathy Lussier
Project Coordinator
Massachusetts Library Network Cooperative
(508) 343-0128 kluss...@masslnc.org Twitter: http://www.twitter.com/kmlussier 
On 5/2/2014 11:53 AM, Bill Erickson wrote: 







On Fri, May 2, 2014 at 10:39 AM, Bill Erickson < ber...@esilibrary.com > wrote: 








On Fri, May 2, 2014 at 10:26 AM, Kathy Lussier < kluss...@masslnc.org > wrote: 




Hi Bill, 

I apologize if this information is contained in the below links, but, if it is, 
I might just need it more clearly spelled out for me. I know the shim is 
required for offline mode and I know it is required to store local preferences 
outside of the browser. In what cases is the shim required for printing? Is it 
only in cases where a workstation shares multiple printers? If a workstation 
uses only one printer, will all of the printer preferences available in 
Evergreen today be available without the use of the shim? What about 
prompt-less printing? 




No problem, Kathy. I'll start a wiki page... 




http://evergreen-ils.org/dokuwiki/doku.php?id=dev:browser_staff:hatch:who_needs_it
 



Let me know if this does not answer all of your questions. 


-b 
-- 


Bill Erickson 
| Senior Software Developer 
| phone: 877-OPEN-ILS (673-6457) 
| email: ber...@esilibrary.com 
| web: http://esilibrary.com 
| Equinox Software, Inc. / The Open Source Experts 

Re: [OPEN-ILS-GENERAL] staff client dev 2014-05-19 / feedback requests

[McCanna, Terran]

UI Planning:

I looked through the items listed in Sprint #1 and the only interfaces I 
noticed missing were:

Patron -> Surveys (Will this not be added until the Local Admin sprint?)
Patron -> Acquisition Requests (Will this not be added until the Acq sprint?)

I've asked some of our staff that are more familiar with the other interfaces 
to take a look at what you have detailed so far for the other sprints. 

Horizontal versus Vertical:

PINES is currently using the horizontal display and has been for years, but I 
suspect the decision was originally made for better display on monitors with a 
600x800 resolution. Although I'm sure there are still some of these old 
machines out there, I don't think it is reasonable to expend the time and 
effort to duplicate and maintain both layouts. I find the overall layout you've 
designed to be easily understood and I love the toggle functionality to 
show/hide the patron info. I did not immediately know what it was for (Perhaps 
a minor placement issue? Or because the left panel is not strongly visually 
distinguished from the right panel?) but now that I know what it is, I can see 
people using it a lot when working on a mobile device or a monitor with a low 
resolution.

Link Functionality:

Can I give a +100? I am really happy that you found a way to make use of the 
standard browser link functionality (My name is Terran, and I'm a 
Right-Clicker) AND integrate the multi-row select functionality with CTRL-Click 
and Shift-Click in the grids. 



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

- Original Message -
From: "Bill Erickson" 
To: "Evergreen Discussion Group" 
Sent: Monday, May 19, 2014 5:00:53 PM
Subject: [OPEN-ILS-GENERAL] staff client dev 2014-05-19 / feedback requests



http://wiki.evergreen-ils.org/doku.php?id=dev:browser_staff:dev_notes#section20140519
 



I have feedback requests for patron horizontal vs. vertical display and link 
() behavior. 


Thanks, 


-b 

-- 


Bill Erickson 
| Senior Software Developer 
| phone: 877-OPEN-ILS (673-6457) 
| email: ber...@esilibrary.com 
| web: http://esilibrary.com 
| Equinox Software, Inc. / The Open Source Experts 

Re: [OPEN-ILS-GENERAL] Deleting items that are lost or long overdue

[McCanna, Terran]

Hello Michele,

You might be interested in some development that we had done regarding Long 
Overdue items - we are not implementing it until Oct 2014, but here is an 
overview:

http://pines.georgialibraries.org/sites/default/files/files/Longoverdue-Processing.pdf


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

- Original Message -
From: "Michele Morgan" 
To: "Evergreen Discussion Group" 
Sent: Monday, June 2, 2014 9:41:51 AM
Subject: [OPEN-ILS-GENERAL] Deleting items that are lost or long overdue

We are looking for the best way to handle items that are severely overdue. 
These 
are items that are overdue enough to make it unlikely they will be returned, 
but 
not overdue enough that we want to write them off and remove them from the 
records of the patrons that checked them out.

Ideally, here's how we would like these overdue items to behave:

The items should NOT appear in patron or staff catalog searches.
The item information should be visible on the patron record.
Staff should have some way to search for the item in the client.
It should be possible to check the item in should the barcode be scanned at 
Checkin.

We have looked at deleting these items, but then they can't be checked in 
normally and are no longer searchable by barcode in the staff client, so there 
is no way to find the patron record.

We have looked at unsetting the opac visible flag, but these are still visible 
in staff searches.

We have also looked at marking the items Lost and charging the patron the cost 
of the item, then deleting them. But again, they can't be checked in normally 
and are not searchable by staff.

We have encountered the problem where a long overdue item had been deleted, 
then 
was returned and reentered into the system with the same barcode. This resulted 
in an available item and a long overdue checked out item visible on the 
patron's 
record with the same barcode, which is very confusing for patrons and staff.

How do others handle these types of items?

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

Re: [OPEN-ILS-GENERAL] Deleting items that are lost or long overdue

[McCanna, Terran]

Hi Michele,

Yes, our items remain in the system as Long Overdue. We do not delete records 
that have outstanding bills for the same reasons that have already been 
mentioned.

In an older version of the staff client, items that were not visible in the 
public OPAC were color-coded to make it easier for staff to scan through the 
search results list and ignore the ones that aren't available. I know there is 
an open launchpad bug for this requesting that the color-coding be added back 
in. 


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

- Original Message -
From: "Michele Morgan" 
To: open-ils-general@list.georgialibraries.org
Sent: Monday, June 2, 2014 11:42:22 AM
Subject: Re: [OPEN-ILS-GENERAL] Deleting items that are lost or long overdue

Hi Terran,

Thanks for sharing your documentation. We are looking forward to making use of 
the new automatic Long Overdue processing development in Release 2.5. This will 
help circulation staff in our libraries a great deal in managing long overdue 
items.

In your process, however, I'm not seeing how items that are significantly 
overdue, but never returned or paid for are handled. Do these remain in the 
system as Long Overdue?

It's these that we are struggling with. We'd rather not keep bibliographic 
records around just to hold long overdue items, and don't want items years 
overdue cluttering searches.

Thanks,
Michele

Re: [OPEN-ILS-GENERAL] Deleting items that are lost or long overdue

[McCanna, Terran]

Correction - 

My apologies, some of our libraries actually do choose to delete the records 
after significant time has passed. Evergreen retains the item info with the 
bill if this happens. 


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

- Original Message -
From: "Terran McCanna" 
To: "Evergreen Discussion Group" 
Sent: Monday, June 2, 2014 12:03:26 PM
Subject: Re: [OPEN-ILS-GENERAL] Deleting items that are lost or long overdue

Hi Michele,

Yes, our items remain in the system as Long Overdue. We do not delete records 
that have outstanding bills for the same reasons that have already been 
mentioned.

In an older version of the staff client, items that were not visible in the 
public OPAC were color-coded to make it easier for staff to scan through the 
search results list and ignore the ones that aren't available. I know there is 
an open launchpad bug for this requesting that the color-coding be added back 
in. 


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

- Original Message -
From: "Michele Morgan" 
To: open-ils-general@list.georgialibraries.org
Sent: Monday, June 2, 2014 11:42:22 AM
Subject: Re: [OPEN-ILS-GENERAL] Deleting items that are lost or long overdue

Hi Terran,

Thanks for sharing your documentation. We are looking forward to making use of 
the new automatic Long Overdue processing development in Release 2.5. This will 
help circulation staff in our libraries a great deal in managing long overdue 
items.

In your process, however, I'm not seeing how items that are significantly 
overdue, but never returned or paid for are handled. Do these remain in the 
system as Long Overdue?

It's these that we are struggling with. We'd rather not keep bibliographic 
records around just to hold long overdue items, and don't want items years 
overdue cluttering searches.

Thanks,
Michele

Re: [OPEN-ILS-GENERAL] Deleting items that are lost or long overdue

[McCanna, Terran]

I appreciate your thoroughness, Lindsay! 


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

- Original Message -
From: "Lindsay Stratton" 
To: "Evergreen Discussion Group" 
Sent: Tuesday, June 3, 2014 11:54:51 AM
Subject: Re: [OPEN-ILS-GENERAL] Deleting items that are lost or long overdue


Pioneer Library System (currently on v.2.2) has all sorts of lost/long overdue 
processes! Let me share them (this is long, very long...) 


We have 42 small, rural libraries, using a shared catalog and patron database, 
many standard circ settings/rules, and have a process by which a committee of 
member library directors advise on recommended policy and process. Each of our 
libraries, however, are all independent and have their own local practices, 
particularly for things like refunds. "We" refers to Pioneer / the director's 
advisory committee. So... 



PLS uses an action trigger to mark lost all items that are overdue past a 
certain point. This applies a lost materials bill, and various "you will be 
billed $$ if the item is not returned by..." and "you have been billed $$" 
overdue/billing notices are sent. We also run a report that lists, for each 
library, ALL lost materials. This report includes patron info, and most 
importantly, if the lost materials bill is paid or unpaid. This report is 
cumulative, and tracks lost items forever or until the copy is deleted; so it's 
huge, but allows a certain amount of back tracking and investigation if needed. 



We recommend libraries delete copies associated with PAID bills. Item records 
are retrieved from the report, or immediately following the bill payment. That 
way, if the item makes it's way back to the library, it scans as 
"mis-scan/uncataloged", the patron account is not refunded (almost none of our 
libraries issue actual refunds for paid lost materials bills, and, even when 
they do, we recommend refunds and other financial issues are handled outside of 
the ILS.) 


We recommend that libraries allow the item to go the full 
overdue-to-marked-lost route, so that everybody has all the normal overdue 
shelflists/notices/opportunities to find the items before payment. We also 
encourage libraries to work with patrons so items are not made lost/paid for 
simply so a patron can check out computer time or something (patrons are 
blocked at $5.00 in bills) and then returned the next day; and to explain their 
local lost/refund policies. 


We do NOT recommend deleting unpaid lost copies. If the item is returned, there 
is no way to go back to the patron from the item. (Although if the patron 
questions a lost item bill, there is information in the patron record.) Also, 
since the status is Lost, the copy does not display to the public via the OPAC, 
but staff using the client will see the lost status. 


However, we are in the process of considering a standard recommendation - time, 
amount of bills owed, type of bills, etc. - for deleting old lost copy records, 
and the additional step of just wiping out the associated bills (and even long 
inactive patron records...) There is a lot of concern about database "clutter". 


When lost items are scanned in checkin, we recommend that staff do not force 
the checkin when a "copy status lost" alert displays, instead investigate the 
item to determine if the bill had been paid/unpaid. If unpaid - check it in, 
the bill reverts to the max overdue, item goes back into circulation. If paid, 
give the item back to the patron (if there, not usually the case...) or do 
whatever extra-ILS negotiation the situation warrants; then delete the lost 
copy record. Possibly add the copy back to the catalog with a new barcode. 



PLS does NOT allow (in as much as we have much control over it) re-using 
barcodes - either for new replacement copies, or the returned lost-deleted 
copy. 


Hope this is helpful, not ridiculous overkill! 


Cheers, 
Lindsay 


Lindsay Stratton 
Library Automation Services Manager 
Pioneer Library System 
2557 State Rte 21 
Canandaigua, NY 14424 
585-394-8260 x104 

Re: [OPEN-ILS-GENERAL] browser client update 2014-06-01 / billing UIs and print templates

[McCanna, Terran]

Thanks, Bill! My notes:


Bills Interface

- I like the new layout and it makes more visual sense to me. It is not so 
different that front line staff will have trouble adjusting to it.

- In playing around with voids, at one point I got an error message that has a 
typo (missing 'd' in 'selected') in it: "Event: 1211:BILL_ALREADY_VOIDED -> The 
selecte bill has already been voided." 

- When adding a new bill, I notice that in the current interface there is both 
Transaction Type and Billing Type, but in the browser interface, there is only 
Billing Type. In PINES, we don't actually select a Transaction Type (everything 
we bill manually is 'Grocery'), so I don't think losing that select field on 
the Add Bill popup form would affect us, but I wanted to throw it out there in 
case it would affect anyone else.

- When adding a billing type, only "Misc" is currently available - would you 
mind adding a few more types for our testing purposes? I assume the list varies 
widely from library to library, but a few we use are: Lost Card Fee, Equipment 
Fee, Returned Check Fee.



Viewing Full Details for a Bill

- You have the values in the Voided column showing as true/false and when I 
look at the current staff client it shows Yes/No. I find Yes/No easier to 
visually distinguish than true/false. That being said, I think it would be even 
easier to distinguish if it the false/no displayed as blank and only the 
Yes/true was displayed.

- The system would not allow me to edit any of the "System Generated..." notes 
- should I be able to?

- Payments grid is not sortable by column header like the other grids are



Print Templates

- I like it! I played around with some basic CSS formatting to style some of 
the lines and it all looked good.

- Will this interface have a list of available fields that can be pulled in 
(like the macro list on the current staff client), or at least a list in the 
documentation for the local admins to refer to? 

- Is the Preview button necessary? It looks like any change to the code 
previews automatically (which is great).

- I assume that these buttons/features are coming, but just haven't been built 
yet? (Default button, Import, Export, Force Printer Context)




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

- Original Message -
From: "Bill Erickson" 
To: "Evergreen Discussion Group" 
Sent: Monday, June 2, 2014 2:22:59 PM
Subject: [OPEN-ILS-GENERAL] browser client update 2014-06-01 / billing UIs  
and print templates



Herein lie tales of billing and printing: 

http://wiki.evergreen-ils.org/doku.php?id=dev:browser_staff:dev_notes#section20140602
 


-b 


-- 


Bill Erickson 
| Senior Software Developer 
| phone: 877-OPEN-ILS (673-6457) 
| email: ber...@esilibrary.com 
| web: http://esilibrary.com 
| Equinox Software, Inc. / The Open Source Experts 

Re: [OPEN-ILS-GENERAL] browser client update 2014-06-01 / billing UIs and print templates

[McCanna, Terran]

Thanks, Bill!


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

Re: [OPEN-ILS-GENERAL] Interface Ideas Mockup

[McCanna, Terran]

>>I like the space savings of moving the List nav/control bar to the bottom, 
>>but that means users will have to scroll down to control the list when their 
>>page size exceeds the vertical space of the monitor. Is that acceptable? <<

My two cents: I think it's visually more pleasing to have the list controls at 
the bottom, but it's more convenient to users to have them both at the bottom 
and the top. 


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

Re: [OPEN-ILS-GENERAL] FWIW Evergreen & Koha sites

[McCanna, Terran]

I wholeheartedly agree!



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


 Original message From: Rogan Hamby 
 Date:06/13/2014  1:05 PM  (GMT-05:00) 
To: Evergreen Discussion Group 
 Subject: Re: 
[OPEN-ILS-GENERAL] FWIW Evergreen & Koha sites 
I'll echo Jason's sentiment, I'm glad to see open source growing.  I 
wouldn't read too much into a difference in numbers between Koha and Evergreen. 
 They are different creatures that will appeal to different libraries for 
different reasons.  

Now, I will be much more interested in comparing Evergreen's current numbers to 
adoption rates after the new staff client goes live.  


On Fri, Jun 13, 2014 at 10:05 AM, Jason Etheridge  wrote:
> Marshall has two maps showing      1364 Evergreen vs. 2103 Koha.

Go team open source! :)

--
Jason Etheridge
| Support Manager
| Equinox Software, Inc. / The Open Source Experts
| phone: 1-877-OPEN-ILS (673-6457)
| email: ja...@esilibrary.com
| web: http://www.esilibrary.com



-- 

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

“You don't have to burn books to destroy a culture. Just get people to stop 
reading them.” 
― Ray Bradbury

“You can never get a cup of tea large enough or a book long enough to suit me.” 
― C.S. Lewis

Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] browser client update for July 2 2014

[McCanna, Terran]

Thanks for the update, Bill!


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

- Original Message -
From: "Bill Erickson" 
To: "Evergreen Discussion Group" , 
"Evergreen Development Discussion List" 
Sent: Wednesday, July 2, 2014 9:47:04 AM
Subject: [OPEN-ILS-DEV] browser client update for July 2 2014



Hi All, 


It's been a while. I've been waist deep in circulation and lived to tell the 
tale. In the end, it's not much of a tale, but there's other stuff in here 
too 


http://evergreen-ils.org/dokuwiki/doku.php?id=dev:browser_staff:dev_notes#section20140702
 


-b 

-- 


Bill Erickson 
| Senior Software Developer 
| phone: 877-OPEN-ILS (673-6457) 
| email: ber...@esilibrary.com 
| web: http://esilibrary.com 
| Equinox Software, Inc. / The Open Source Experts 

Re: [OPEN-ILS-GENERAL] browser client update for July 2 2014

[McCanna, Terran]

Hi Joan, 

Have you had a chance to review how Bill has the vertical-horizontal combo 
display set up on the test server yet? At first I wasn't sure about it because 
our libraries are all currently using the horizontal display, but after I've 
seen it in action and shared how it looks with some frontline staff, I've had 
positive feedback all around. 


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

Re: [OPEN-ILS-GENERAL] browser client dev update July 18 2014

[McCanna, Terran]

Thanks, Bill!

Patron Registration Screen - While I would dearly love to have that screen 
redesigned, I understand that's out of the scope of this project. I did a 
little testing and it seemed to work fine, but when we get to a more complete 
phase, we'll want to double-check all of the various settings that can trigger 
alerts to make sure they are still working. One thing I noticed is that PINES' 
current implementation, the default password for a new account changes to the 
last four digits of the primary phone number that is entered and it did not do 
that for me when I was testing here - is that a system setting that's not 
turned on on the test server, or is it something that broke in the translation?

Back Button - I'm sorry, I'm confused. I tried out both links you provided on 
Chrome and on Firefox and they both seemed to work fine to me. Back button (and 
forward) appeared and functioned as I would expect. What am I missing?


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

- Original Message -
From: "Bill Erickson" 
To: "Evergreen Discussion Group" , 
"Evergreen Development Discussion List" 
Sent: Friday, July 18, 2014 1:56:43 PM
Subject: [OPEN-ILS-GENERAL] browser client dev update July 18 2014



Hi All, 


Today's topic is integrating existing HTML interfaces: 

http://evergreen-ils.org/dokuwiki/doku.php?id=dev:browser_staff:dev_notes#section20140718
 


Cheers, 


-b 


-- 


Bill Erickson 
| Senior Software Developer 
| phone: 877-OPEN-ILS (673-6457) 
| email: ber...@esilibrary.com 
| web: http://esilibrary.com 
| Equinox Software, Inc. / The Open Source Experts 

Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] browser client dev update July 18 2014

[McCanna, Terran]

Thanks Ben! 

(I suspected that might be the case, but I wasn't about to call Chris on his 
vacation for a question like that!)


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

- Original Message -
From: "Ben Shum" 
To: "Evergreen Development Discussion List" 

Cc: "Evergreen Discussion Group" 
Sent: Monday, July 21, 2014 4:57:20 PM
Subject: Re: [OPEN-ILS-DEV] [OPEN-ILS-GENERAL] browser client dev update July 
18 2014


Hi Terran, 


Bill can probably answer the rest, but just to get a quick reply out there on 
the four digits as password for new accounts in patron registration... yes, 
that is a library setting that must be configured on the server. By default, 
that is not enabled and you will get a randomly generated code. The library 
setting in question is in the "Security" group and called "Patron: password 
from phone #" 


-- Ben 



On Mon, Jul 21, 2014 at 4:41 PM, McCanna, Terran < 
tmcca...@georgialibraries.org > wrote: 


Thanks, Bill! 

Patron Registration Screen - While I would dearly love to have that screen 
redesigned, I understand that's out of the scope of this project. I did a 
little testing and it seemed to work fine, but when we get to a more complete 
phase, we'll want to double-check all of the various settings that can trigger 
alerts to make sure they are still working. One thing I noticed is that PINES' 
current implementation, the default password for a new account changes to the 
last four digits of the primary phone number that is entered and it did not do 
that for me when I was testing here - is that a system setting that's not 
turned on on the test server, or is it something that broke in the translation? 

Back Button - I'm sorry, I'm confused. I tried out both links you provided on 
Chrome and on Firefox and they both seemed to work fine to me. Back button (and 
forward) appeared and functioned as I would expect. What am I missing? 


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



- Original Message - 
From: "Bill Erickson" < ber...@esilibrary.com > 
To: "Evergreen Discussion Group" < open-ils-general@list.georgialibraries.org 
>, "Evergreen Development Discussion List" < 
open-ils-...@list.georgialibraries.org > 
Sent: Friday, July 18, 2014 1:56:43 PM 
Subject: [OPEN-ILS-GENERAL] browser client dev update July 18 2014 



Hi All, 


Today's topic is integrating existing HTML interfaces: 

http://evergreen-ils.org/dokuwiki/doku.php?id=dev:browser_staff:dev_notes#section20140718
 


Cheers, 


-b 


-- 


Bill Erickson 
| Senior Software Developer 
| phone: 877-OPEN-ILS (673-6457) 
| email: ber...@esilibrary.com 
| web: http://esilibrary.com 
| Equinox Software, Inc. / The Open Source Experts 





-- 



Benjamin Shum 
Evergreen Systems Manager 
Bibliomation, Inc. 
24 Wooster Ave. 
Waterbury, CT 06708 
203-577-4070, ext. 113 

Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] browser client dev update July 18 2014

[McCanna, Terran]

Yes, I should have mentioned that I'm on Windows 7.


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

- Original Message -
From: "Bill Erickson" 
To: "Evergreen Development Discussion List" 

Cc: "Evergreen Discussion Group" 
Sent: Tuesday, July 22, 2014 8:38:48 AM
Subject: Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] browser client dev update July 
18 2014





On Mon, Jul 21, 2014 at 3:41 PM, McCanna, Terran < 
tmcca...@georgialibraries.org > wrote: 




Back Button - I'm sorry, I'm confused. I tried out both links you provided on 
Chrome and on Firefox and they both seemed to work fine to me. Back button (and 
forward) appeared and functioned as I would expect. What am I missing? 



Aha! IFrame navigation works as desired in Chrome on my Mac, but not in Chrome 
on Linux. Are you by any chance using Windows, Terran? 


Thanks for testing, 


-b 

-- 


Bill Erickson 
| Senior Software Developer 
| phone: 877-OPEN-ILS (673-6457) 
| email: ber...@esilibrary.com 
| web: http://esilibrary.com 
| Equinox Software, Inc. / The Open Source Experts 

Re: [OPEN-ILS-GENERAL] Seeking funding partners for upcoming development projects

[McCanna, Terran]

Hey, do we get cookies even though we already committed?


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

- Original Message -
From: "Kathy Lussier" 
To: open-ils-general@list.georgialibraries.org
Sent: Friday, July 25, 2014 5:32:59 PM
Subject: Re: [OPEN-ILS-GENERAL] Seeking funding partners for upcoming   
development projects

Hi all,

I'm pleased to announce that Georgia PINES has joined MassLNC to help to 
fund the Enhancements to Evergreen Alerts and Message Center projects. 
Thank you Georgia PINES!

We have also received some interest from Evergreen sites on the activity 
metric project.

MassLNC would really love to see all three of these projects implemented 
in a future release of Evergreen. If anyone is interested in the 
projects and can contribute some funds, even if it's only a small amount 
of money, please feel free to contact me at kluss...@masslnc.org with 
your questions.

What do you get out of being a partner on one of these development 
projects? Putting funds to a development project is your opportunity to 
make a contribution to the future direction of Evergreen. It's a great 
feeling to see a new feature in Evergreen and to say to yourself "I 
helped to make that new feature happen." Budgets are tight everywhere, 
but by pooling our funds together, we can see some great new 
functionality at a lower cost for each partner. The recent MVC/CRA 
project (aka icon project)  is a great example of a development project 
where many small development contributions, combined with a couple of 
contributions from some larger sites, resulted in some nice improvements 
for the whole Evergreen community. Being a development partner also 
ensures that  you will be part of spec discussions and testing, allowing 
you to watch out for the needs of your users while the project is being 
shaped.

But, wait, there's more! If you participate in a MassLNC development 
project, your organization will be added to the MassLNC Wall of Fame 
where we acknowledge and thank all of the sites that have worked with us 
on development projects over the years - 
http://masslnc.cwmars.org/node/3067. The large number of libraries and 
consortia listed there is a testament to the great community we have and 
the fact that there are so many sites out there that want to contribute 
what they can to help make Evergreen better for everyone.

But that's not all! For a limited time only, if your organization 
decides to help fund one of these projects, you will receive a batch of 
cookies made by MassLNC coordinator Kathy Lussier (that's me). The 
cookies will be hand-delivered to you at the next Evergreen conference 
(or, if we're both there, at the next Evergreen hack-a-way).

Please take some time to look over these projects and let me know if 
you're interested.

Have a nice weekend everyone!

Kathy

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

On 7/1/2014 2:45 PM, Kathy Lussier wrote:
>
> Hi all,
>
> Today marks the first day of the new fiscal year for MassLNC, and our 
> development committee has identified a few new enhancements we are 
> hoping to sponsor over the next year.
>
> We have received proposals from Equinox for all three projects, but 
> MassLNC needs help to fund these projects. I am sending out this 
> e-mail to see if there are other Evergreen sites interested in helping 
> us fund any of these projects. For more details, you can e-mail me 
> directly at kluss...@masslnc.org.
>
>
> Also, if you are already working on a similar project or just want to 
> provide some feedback for our proposed projects, please feel to share 
> your feedback on the list.
>
> These three projects are listed on the new Proposed Development 
> Projects wiki page at:
> http://wiki.evergreen-ils.org/doku.php?id=evergreen_features:proposed_development_projects
>  
>
>
> ACTIVITY METRIC FOR RELEVANCE RANKING
> The goal of this project is for a title's activity (circulations, 
> number of holds, etc.) to affect the relevance of that title when 
> retrieving search results. Google and Amazon use popularity with much 
> success when ranking search results. I think Evergreen would see 
> similar success if it were to incorporate activity into its relevance 
> algorithm.
>
> As an example, if a user were conducting a keyword search on "abraham 
> lincoln,"  there are many books, movies, etc. in most US libraries 
> where the words "abraham lincoln" show up in the title. There would be 
> no way to tease out the titles that are getting the most attention by 
> readers. In fact, a title like "Team of Rivals" ranks very low in our 
> search results even though there is a fairly high likelihood it is the 
> title the patron is seeking.  By applying a metric based on activity, 
> we might be able to see tho

Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] Web Client (Sprint 1) demo - initial testing results

[McCanna, Terran]

Hello Grace and all,

I have begun testing the work on Sprint 1 and here are my notes so far:


MAIN SCREEN OF INTERFACE:
- Register Patron(s) link missing
- Pull List for Hold Requests link missing
- Catalog Search field missing
- Advanced Search link missing
- Item Status link missing
- Is the large Equinox banner across the bottom of the screen present because 
it's being hosted on an Equinox server, or is this something you have added to 
the default interface? I notice it is not on the original test site.


MENUS:
- Search Catalog link missing from Search dropdown menu


PATRON FUNCTIONS:
- When creating a new message on an account there is an empty dropdown box on 
the right side of the pop-up window - what is that for? I don't seem to be able 
to do anything with it.
- the Message pop-up window is missing the field to record staff initials that 
is in the current staff client


ITEMS OUT SCREEN - COLUMN PICKER:
- I didn't go through every option, but there were obvious differences between 
the current staff client and the web client and definitely some columns missing 
that are in the current staff client.
- Show All Columns and Hide All Columns don't appear to do anything
- Can the column list be alphabetized like it is in the current staff client? 
It's very difficult to find the column you are looking for.
- There is an optional column for "Due Date/Time" - what is that for? (It does 
not display the date and time from the normal "Due Date" column.)
- Missing 'Checkout Workstation' column option
- 'Check Out Date/Time' column is empty when turned on
- 'Check Out Date/Time' should be 'Checkout Date/Time' to be consistent with 
other terminology
- 'Check In Date/Time' should be 'Checkin Date/Time' to be consistent with 
other terminology
- There is also a 'Checkin Scan Date/Time' - is that different from 'Checkin 
Date/time' ?
- Circulation Workstation is missing as a column option


RENEW ITEM WITH SELECTED DUE DATE:
- date is off (example: select November 5, 2014 as the new date and it records 
it as November 4, 2014)
- does it matter what format the date is entered in? is there going to be a 
calendar picker next to date fields like this? 


SCAN ITEM AS MISSING PIECES:
- it displays a field called Patron Barcode rather than Item Barcode





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

Re: [OPEN-ILS-GENERAL] Concerto logins

[McCanna, Terran]

Awesome, thanks Kathy!


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

- Original Message -
From: "Kathy Lussier" 
To: "Evergreen General Discussion List" 

Sent: Tuesday, August 26, 2014 7:43:56 AM
Subject: [OPEN-ILS-GENERAL] Concerto logins

Hi all,

This message is partially for people who are using Sandboxes for Bug 
Squashing Day, but also should be useful for anyone who needs to use the 
Concerto data set when testing. I thought it would be useful if there 
was a list available with all of the logins for patron/staff accounts 
that are part of the Concerto data set. Thomas Berezansky extracted the 
information for me, and  I have posted these logins in CSV format to the 
wiki at http://wiki.evergreen-ils.org/doku.php?id=qa:concerto_logins.

Eventually, we should include these logins in the Evergreen 
documentation, along with a description of the Concerto data set. 
However, I didn't have time to do so immediately.

Kathy

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

Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] Web Client (Sprint 1) demo - initial testing results

[McCanna, Terran]

Thanks, Bill!



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

Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] Web Client (Sprint 1) demo - initial testing results

[McCanna, Terran]

Hi Grace,


>>

To be clear, I assume you mean that all of the above should be added as "quick 
links" from the splash page? 
These actions 
- Register Patrons 
- Pull List for Hold Requests 
- Catalog Search 
- Advanced Search 
- Item Status 
are all available from the menus at the top. 


Since we're moving to a browser client and have the opportunity to re-think the 
splash page I think this might be a good time to get community input as to what 
actions should be included and how those should be organized. 
Should there even be a splash page with a browser client and, if so, what 
should be included as "quick links" by default? 

<<

Yes, this list is based on what's currently in the staff client under the 
assumption that the developers are recreating what is currently there. I'm not 
opposed to the idea of re-thinking what is on the splash page, but I would be 
opposed to removing it entirely as I think it's very helpful for staff.


>>
- Is the large Equinox banner across the bottom of the screen present because 
it's being hosted on an Equinox server, or is this something you have added to 
the default interface? 

Equinox would never brand the Evergreen open source product with its name. 
Never. 
This is simply a style banner to indicate that we are hosting this community 
test server. I'm sorry if that wasn't clear. 
<<

Great, just making sure!

>>
MENUS: 
- Search Catalog link missing from Search dropdown menu 

We can add that. (Right now it appears under Cataloging, for those who are just 
following the email discussion) In the current client a link to search the 
catalog appears under both Cataloging and Search menus. Should we keep them 
both or eliminate one? 
<<

I prefer to have it in both places, but if it were only to be in one place, I 
would put it under Search.



>>

ITEMS OUT SCREEN - COLUMN PICKER: 
- I didn't go through every option, but there were obvious differences between 
the current staff client and the web client and definitely some columns missing 
that are in the current staff client. 

There are a few things missing (like checkout/checkin workstation and circ or 
renewal worktation), and the list of values in the web based client is not 
ordered alphabetically. We can fix the latter and the former is due to one of 
the known challenges going to a web interface. A longer and more explanatory 
email to come on that. 
<<

Great, thank you.



>>
- Show All Columns and Hide All Columns don't appear to do anything 

They surely don't. And honestly, I would not recommend anyone ever use "show 
all columns" - do we really need that option when we have 60+ column options? 
And, now that I think about it... Has anyone ever user hide all columns except 
after you accidentally chose show all columns? Any opinions on keeping those 
functions? 
<<

I was wondering the same thing. Personally, I like the idea of being able to 
hide all columns and start building my own table from scratch as a user, but I 
don't think I'd ever use Show All.


Thanks!
Terran



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




-- 

Grace Dunbar, Vice President 
Equinox Software, Inc. - The Open Source Experts 
gdun...@esilibrary.com 
1-877-OPEN-ILS www.esilibrary.com 


-- 

Grace Dunbar, Vice President 
Equinox Software, Inc. - The Open Source Experts 
gdun...@esilibrary.com 
1-877-OPEN-ILS www.esilibrary.com 

Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] Web Client (Sprint 1) demo - initial testing results

[McCanna, Terran]

Yes, agreed! 

My main point was that the spelling should be consistent across all menus and 
pages. 


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

- Original Message -
From: "Alexey Vladimirovich Lazar" 
To: "Evergreen Development Discussion List" 

Cc: "Evergreen Discussion Group" 
Sent: Wednesday, August 27, 2014 10:31:44 AM
Subject: Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] Web Client (Sprint 1) demo - 
initial testing results


> - 'Check Out Date/Time' should be 'Checkout Date/Time' to be consistent with 
> other terminology
>  
> - 'Check In Date/Time' should be 'Checkin Date/Time' to be consistent with 
> other terminology

"Checkout" is the correct spelling, but properly spelled "check-in” is 
hyphenated. "Checkin" is not a proper word.

Aleksey Lazar
IS Developer and Integrator - PALS
http://www.mnpals.org/

Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] Web Client (Sprint 1) demo server

[McCanna, Terran]

This sounds good to me, Kathy.

Grace, will that work for the developers? And if so, should I work on entering 
the ones I already pinpointed, or just new ones from here on out?


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

- Original Message -
From: "Kathy Lussier" 
To: "Evergreen Development Discussion List" 
, "Evergreen General Discussion List" 

Sent: Wednesday, August 27, 2014 2:25:42 PM
Subject: Re: [OPEN-ILS-DEV] Web Client (Sprint 1) demo server


We've had some great discussion and feedback on the web client over the past 
few days. 

To help the developers track the issues with the web client, would it be better 
if we submit these issues via Launchpad as we do with other bug reports? Maybe 
we can use a webclient tag so that they are easily findable. 

Kathy 
Kathy Lussier
Project Coordinator
Massachusetts Library Network Cooperative
(508) 343-0128 kluss...@masslnc.org Twitter: http://www.twitter.com/kmlussier 
#evergreen IRC: kmlussier On 8/27/2014 1:00 PM, James Keenan wrote: 





Re: display of the patron edit screen. 



The frame that the patron edit screen is displayed in can cause the Save and 
Clone box to cover other buttons or parts of textboxes. 



Jim 




Jim Keenan 

Library Applications Supervisor 

jkee...@cwmars.org 

508-755-3323 x23 



C/W MARS 

67 Millbrook St., Suite 201 

Worcester, MA 01606 



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

Currently reading Mistress Bradstreet by Charlotte Gordon 

Re: [OPEN-ILS-GENERAL] [OPEN-ILS-DEV] Web Client (Sprint 1) demo server

[McCanna, Terran]

Thanks, Mike!


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

- Original Message -
From: "Mike Rylander" 
To: "Evergreen Development Discussion List" 

Cc: "Evergreen General Discussion List" 

Sent: Thursday, August 28, 2014 4:18:02 PM
Subject: Re: [OPEN-ILS-DEV] Web Client (Sprint 1) demo server


Terran, 


Grace is out for the next few days, so in the interest of avoiding duplication 
of work, I'll ask that we hold off picking a particular direction until she can 
weigh in next week. 


More broadly, while they are certainly "ESI's to fix", we'd be overjoyed if 
folks outside ESI wanted to jump in and attack some of these! The existing 
launchpad bug where Bill published the main branch would be the place for folks 
to post fix branches. 


Since there's still discussion to be had around several (and email seems a good 
way for that to happen in the short term) we'll wait for some more feedback 
before moving on some of them. We (ESI) use internal tools for tracking work in 
development and PM areas that fit our needs better than launchpad, so we'll 
continue to use those tools (along side launchpad, where appropriate) for both 
these and any future bugs we need to address in the web staff client and then 
expose the output of that in a straightforward way as it progresses, much the 
way Bill did during the main body of Sprint 1. 


Rest assured, I've got this thread starred and marked "unread" in my inbox, so 
these are not going anywhere. ;-) 


Thanks, 





On Thu, Aug 28, 2014 at 1:13 PM, McCanna, Terran < 
tmcca...@georgialibraries.org > wrote: 


This sounds good to me, Kathy. 

Grace, will that work for the developers? And if so, should I work on entering 
the ones I already pinpointed, or just new ones from here on out? 


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


- Original Message - 
From: "Kathy Lussier" < kluss...@masslnc.org > 
To: "Evergreen Development Discussion List" < 
open-ils-...@list.georgialibraries.org >, "Evergreen General Discussion List" < 
open-ils-general@list.georgialibraries.org > 
Sent: Wednesday, August 27, 2014 2:25:42 PM 
Subject: Re: [OPEN-ILS-DEV] Web Client (Sprint 1) demo server 




We've had some great discussion and feedback on the web client over the past 
few days. 

To help the developers track the issues with the web client, would it be better 
if we submit these issues via Launchpad as we do with other bug reports? Maybe 
we can use a webclient tag so that they are easily findable. 

Kathy 
Kathy Lussier 
Project Coordinator 
Massachusetts Library Network Cooperative 
(508) 343-0128 kluss...@masslnc.org Twitter: http://www.twitter.com/kmlussier 
#evergreen IRC: kmlussier On 8/27/2014 1:00 PM, James Keenan wrote: 





Re: display of the patron edit screen. 



The frame that the patron edit screen is displayed in can cause the Save and 
Clone box to cover other buttons or parts of textboxes. 



Jim 




Jim Keenan 

Library Applications Supervisor 

jkee...@cwmars.org 

508-755-3323 x23 



C/W MARS 

67 Millbrook St., Suite 201 

Worcester, MA 01606 



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

Currently reading Mistress Bradstreet by Charlotte Gordon 




-- 
Mike Rylander 
| Director of Research and Development 
| Equinox Software, Inc. / Your Library's Guide to Open Source 
| phone: 1-877-OPEN-ILS (673-6457) 
| email: mi...@esilibrary.com 
| web: http://www.esilibrary.com 

Re: [OPEN-ILS-GENERAL] Awesome Box Integration

[McCanna, Terran]

Agreed - it's a great idea in theory, but I'm not sure how well it would work 
in actual practice. Even in a single library, genre subject headings are 
usually pretty inconsistent in the MARC records because of copy cataloging, and 
that usually gets even more inconsistent in a consortium of libraries. Perhaps 
it could be partially weighted on genre subject headings, but not overly 
reliant on them? It might be worth considering the fixed field values for 
fiction vs. non-fiction and for age groups, too.

I love the idea of providing recommendations based on other people that have 
similar taste ("other people that liked this book also liked these books...") 
but if the data is tied to actual patrons (and I'm not sure how it couldn't be) 
then quite a few library systems would face legal privacy issues and wouldn't 
be able to use it. We're currently using a commercial service to pull in 
reading recommendations because the recommendations can't be tied back to any 
of our patrons.


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

- Original Message -
From: "Rogan Hamby" 
To: "Evergreen Discussion Group" 
Sent: Thursday, September 25, 2014 2:02:58 PM
Subject: Re: [OPEN-ILS-GENERAL] Awesome Box Integration


I can see some challenges to tracking genre and I'd be hesitant to put too much 
value on it. There are ways to catalog it but in my experience actually relying 
on it being in records (much less being consistent) is very unreliable in 
organizations that do a lot of copy cataloging / don't have centralized and 
controlled cataloging and there quite a few in that boat. 


That concern aside, I've always thought this would be a fun and potentially 
valuable thing to add. 


On Thu, Sep 25, 2014 at 1:44 PM, Vanya Jauhal < vanyajau...@gmail.com > wrote: 











Hello everyone 

I'm Vanya, from India. I'm a candidate for OPW Round9 internship with 
evergreen. 

While discussing the idea of Awesome Box integration with Evergreen, Kathy and 
I discussed the possibility of making the Evergreen support for Awesome Box 
more interpretive using Artificial Intelligence. 

What if we could train the system to give weightage to people's "awesome" tags 
on items, depending upon how much their previous tags are appreciated by other 
people. 

For example: Let's say you tag a book to be awesome. Now, if 100 other people 
check that book in, and (lets say) 80 of them also tag it to be awesome- it 
will mean that your opinion matches a majority of people. On the other hand, if 
100 other people check that book in and (say) only 5 of them tag it as awesome, 
this would mean that your awesome tag is not in coherence with the majority. 
So, in the former case, your awesome tag can be given more weightage as 
compared to the latter. 

Also, the weightage may vary according to genres. So- you may have a good taste 
in mystery books but your taste in classical literature might not be the same 
as the majority crowd. So- the weightage of your awesome tag in mystery would 
be higher than classical literature. 

We can even extend it to provide recommendations to users depending on their 
coherence with other users with similar taste. 

I am looking forward to your suggestions and feedback on this. 

Thank you for your time 

Vanya 




-- 



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

Re: [OPEN-ILS-GENERAL] Awesome Box Integration

[McCanna, Terran]

This relies on the circulation and rating data still being tied to the patron 
in the system, though - yes, it'd be on the database side and not on public 
view, but it's still creating a picture of a patron's reading history that has 
privacy implications. Of course, this feature should be set for systems to 
enable or disable, so that systems that are concerned about privacy simply 
won't turn it on. (PINES, for example, limits the retention of circulation 
history in the system as much as we can because of our privacy policies, so any 
feature that is linked to a patron's history would be unusable for us.)

If ranking data were stored completely independently of the patron, then 
library systems would be able to use it without privacy concerns, and patrons 
wouldn't even need to be logged in to use it  - but then it wouldn't be able to 
give completely customized recommendations to a specific patron, either. It's a 
definite tradeoff.


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

- Original Message -
From: "Vanya Jauhal" 
To: "Evergreen Discussion Group" 
Sent: Thursday, September 25, 2014 3:41:02 PM
Subject: Re: [OPEN-ILS-GENERAL] Awesome Box Integration



Hello Rogan 

This is exactly what I had in mind. All the recommendation processing will take 
place in background, and all the user will see is a recommendation and not the 
information of any other patron. This way his experience with Awesome Box will 
get enhanced. 


And yes, we can maybe, start off with some broad level genres, like, as you 
mentioned, fiction, non-fiction, documentaries, etc. Then, depending upon the 
infrastructure of the system and the response of that categorization, we can 
build upon the algorithm accordingly. 


You are right- it would be a big task in itself, but since the number of 
parameters involved are few and explicit, it gets simplified to an extent. 






On Fri, Sep 26, 2014 at 12:50 AM, Rogan Hamby < rogan.ha...@yclibrary.net > 
wrote: 



I don't see an issue with doing analysis of circulation patterns on the backend 
so long as nothing identifying is exposed. 


For example, if all I saw as a patron was a tab in my opac that said "you 
thought The Yiddish Policeman's Union was Awesome! Some others do did also 
thought this was Awesome  " I don't see that as different from doing the 
same thing with circulations. It's not telling patrons even what the points of 
comparison were unless they only had a single item in their circulation history 
and even then it doesn't tell them how many other patrons, how much, etc 


I'm dubious about subject headings also but wouldn't want to dismiss it out of 
hand. It might work. Without doing some experimenting I could see it going 
either way. Some fixed fields I could see working, like fiction and 
non-fiction. Age groups? Well, at least I can tell you I can't rely on those in 
my catalog. :) 


However, I also worry that reading recommendations based on circulation history 
could easily grow into a much more complicated task, especially depending on 
how we deliver those recommendations. Looking at a single boolean value tied to 
the user and item (circ table?) could still be quite a project by itself 
especially once all the useful bits and pieces are built in. 









On Thu, Sep 25, 2014 at 2:37 PM, McCanna, Terran < 
tmcca...@georgialibraries.org > wrote: 


Agreed - it's a great idea in theory, but I'm not sure how well it would work 
in actual practice. Even in a single library, genre subject headings are 
usually pretty inconsistent in the MARC records because of copy cataloging, and 
that usually gets even more inconsistent in a consortium of libraries. Perhaps 
it could be partially weighted on genre subject headings, but not overly 
reliant on them? It might be worth considering the fixed field values for 
fiction vs. non-fiction and for age groups, too. 

I love the idea of providing recommendations based on other people that have 
similar taste ("other people that liked this book also liked these books...") 
but if the data is tied to actual patrons (and I'm not sure how it couldn't be) 
then quite a few library systems would face legal privacy issues and wouldn't 
be able to use it. We're currently using a commercial service to pull in 
reading recommendations because the recommendations can't be tied back to any 
of our patrons. 


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



- Original Message - 
From: "Rogan Hamby" < rogan.ha...@yclibrary.net > 
To: "Evergreen Discussion Group" < open-ils-g

Re: [OPEN-ILS-GENERAL] ***SPAM*** Re: Awesome Box Integration

[McCanna, Terran]

ager who talks to the upset patron I may have a 
different point of view on that. :) 


Analyzing circulation patterns is far more interesting though and I am long 
term interested in recommendations. In the age of Anazin, Netflix and everyone 
else this is not just valuable but expected. It's perhaps the patron request I 
hear most. 



Coupled with some holds features it would be a great great boon for home bound 
services which I feel are a critical function of libraries, at least in my 
state where it's a strong traditional service. I assume elsewhere as well 
though I know mileage varies. 


And it was the building block of several functions that GA PINES identified as 
critical for TBS support during the Loblolly conference. We may never fully 
support TBS programs in Evergreen but I thought GA PINES collected a lot of 
great ideas and input there and would hate to discard that. 



On Thursday, September 25, 2014, Kathy Lussier < kluss...@masslnc.org > wrote: 




Hi all, 

Great discussion so far! 

We had a bit of a discussion about privacy concerns in IRC after Terran sent 
her original message. One approach we were discussing was storing the awesome 
tags in an anonymous fashion, except in cases where patrons have opted into 
saving their circ history. In those cases, the user has already consented to 
having this information saved and could have a more enhanced experience with 
the recommendation engine. Others who were part of the discussion could 
elaborate or correct me if I'm not articulating the ideas correctly. The 
discussion can be found at 
http://irc.evergreen-ils.org/evergreen/2014-09-25#i_126632 . 

In relation to genres, Vanya said: 



Maybe, as a solution to that, we can have a hierarchical algorithm for 
categorizing. In other words, we can allow the administrator to decide whether 
the categorization comes all the way down to genres, or just takes into account 
the overall weight of the user's awesome tag. 
I like the idea of making this configurable, because there may be systems where 
data identifying genre is a little more clear cut. Better yet, how about if we 
allow an Evergreen site to define the categories that are used. Some sites may 
use the MARC fixed fields for fiction/non-fiction. Other sites may decided that 
values stored in the 655 MARC field work for them. 

Is there something already exists in Evergreen that we could leverage for this 
purpose? My first thought was MVF. 

I do have one general recommendation speaking with my OPW admin hat on. It 
really is a general recommendation for any of the OPW candidates who might be 
following along. I mentioned in IRC today that I'm not a developer, but I've 
managed a lot of development projects, and one thing I try to watch out for is 
project creep. As we continue to talk about the project and think of new 
configuration options to make it a more flexible project, it can also become a 
very large project that isn't as easy to manage. 

Therefore, as you think through how you plan to implement the project, I 
recommend breaking it up into distinct milestones. You might want to start with 
smaller tasks as you ease into the project (e.g. collecting the awesome tags 
and sending them along to the Awesome Box site), and then move on to the larger 
components once you become more familiar with the system. 

Kathy 


Kathy Lussier
Project Coordinator
Massachusetts Library Network Cooperative (508) 343-0128 kluss...@masslnc.org 
Twitter: http://www.twitter.com/kmlussier #evergreen IRC: kmlussier On 
9/25/2014 6:40 PM, Tim Spindler wrote: 



Overall, I really like the ideas talked about but I agree with Terran that 
something would have to be done with circ data related to patrons. We use the 
purge function to anonymize our patron data but I could see other ways of 
dealing with this. We also have retention policies related to retaining patron 
circulation data. 



On Thu, Sep 25, 2014 at 4:54 PM, Rogan Hamby < rogan.ha...@yclibrary.net > 
wrote: 



I suppose I don't understand the concern on your part as at that level if 
someone could access the raw db they could just query someone's circulation 
history, fine payments, etc... since those are recorded as transactions unless 
you're doing something to anonymize or wipe those as soon as they're done. Even 
then someone could see all current transactions at that level. 








On Thu, Sep 25, 2014 at 4:33 PM, McCanna, Terran < 
tmcca...@georgialibraries.org > wrote: 


This relies on the circulation and rating data still being tied to the patron 
in the system, though - yes, it'd be on the database side and not on public 
view, but it's still creating a picture of a patron's reading history that has 
privacy implications. Of course, this feature should be set for systems to 
enable or disable, so that systems that are concerned about privacy simply 
won't turn it on. (PINE

Re: [OPEN-ILS-GENERAL] Awesome Box Integration

[McCanna, Terran]

Agreed!


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

- Original Message -
From: "Tim Spindler" 
To: "Evergreen Discussion Group" 
Sent: Friday, September 26, 2014 3:28:32 PM
Subject: Re: [OPEN-ILS-GENERAL] Awesome Box Integration



Kathy, 

I think that's a good point. I think Rogan and others have cautioned about 
feature creep also. I think in the end I would be happy to first to see 
integration with Awesome Box and then as a second phase some of the other 
issues. 



On Fri, Sep 26, 2014 at 3:05 PM, Kathy Lussier < kluss...@masslnc.org > wrote: 


Hi all, 



Basically, I wouldn't let the quality of genre headings in your catalog 
determine whether Awesome Box uses genre headings. Too much in the history 
of genre use makes clean headings difficult. I would, however, begin 
considering how to clean up those headings so Awesome Box could be fully 
implemented. 

I just want to throw out a reminder that full implementation of "Awesome Box" 
is really collecting the data for items that have been returned to an awesome 
box in the library and sending that information along to http://awesomebox.io/ 
. I think Vanya has some good ideas to then use that same data in Evergreen in 
other ways, which is great and may start a foundation for even more 
development. But, in my mind, these other components are gravy. Exciting gravy, 
but gravy nonetheless. 

Kathy 

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

On 9/26/2014 2:22 PM, Hardy, Elaine wrote: 


Genre headings can be corrected so that they are current to the thesauri 
your library uses. LCGFT and GSAFD authority records are available, for 
example. However, authorities for genre headings is relatively recent and, 
as a result, many libraries did not retain or add genre headings to bib 
records in the past. Of course, adding subject headings to fiction is 
relatively recent as well. Some older fiction titles may just have genre 
headings, if anything at all. 

Copy cataloging should not make a difference in whether headings are used 
correctly or whether your library chooses to use genre headings. Although I 
suppose your bibliographic utility will. If you obtain most of your records 
from LC or OCLC, then certainly newer titles will have extensive genre 
headings. With the advent of LCGFT, more catalogers do add genre headings to 
bib records. GSAFD use was spotty but has increased. What could make the 
difference is whether you use vendor cataloging since your library might 
have to pay extra for use and maintenance of genre headings. Particularly if 
you use the vendor as a source for your title records. 

If your catalogers are afforded the time to correct and add genre headings, 
then whether they copy catalog or create all title records originally won't 
matter. What their process and procedures are does. 

If your genre headings have not been kept up to date (which is likely true 
of all of us), then I suggest cleaning them up as much as possible if 
Awesome box ratings will include them. And approaching cataloging staff to 
see if including use and maintenance of genre headings can become part of 
their workflow. Keep in mind that, not only could it increase the time it 
takes for items to get to the shelf, if you out source, it might increase 
costs. If you use a vendor authority service, genre heading maintenance may 
already be a part of the service. 

I'm not sure that beginning with broad categories would solve any problems 
since anything other than literary form (fiction, nonfiction, poetry, drama, 
etc) is going to be in, or not, a 655. Again, whether LitF in the fixed 
filed is coded properly depends on the quality of your bib records. Some of 
the prePINES records have very little coding of any kind in the fixed 
fields -- about 200,000 out of 1.7 million or so bib records. 

Basically, I wouldn't let the quality of genre headings in your catalog 
determine whether Awesome Box uses genre headings. Too much in the history 
of genre use makes clean headings difficult. I would, however, begin 
considering how to clean up those headings so Awesome Box could be fully 
implemented. 


Elaine 

J. Elaine Hardy 
PINES & Collaborative Projects Manager 
Georgia Public Library Service 
1800 Century Place, Ste 150 
Atlanta, Ga. 30345-4304 

404.235-7128 
404.235-7201 , fax 
eha...@georgialibraries.org 
www.georgialibraries.org 
www.georgialibraries.org/pines 


-Original Message- 
From: open-ils-general-bounces@list. georgialibraries.org 
[mailto: open-ils-general- bounces@list.georgialibraries. org ] On Behalf Of 
McCanna, Terran 
Sent: Thursday, September 25, 2014 4:33 PM 
To: Evergreen Discussion Grou

Re: [OPEN-ILS-GENERAL] OPAC usability testing

[McCanna, Terran]

Hi Jim,

We haven't done any formal usability testing, but I've started informally going 
through each of the screens with a small working group of volunteers from our 
libraries to get their initial impressions and feedback - you can see their 
comments to date at: http://pines.georgialibraries.org/working-groups-opac2014

My plan is to pinpoint areas to customize for our local implementation, and to 
develop a wishlist of possible development changes that might be of broader 
interest to the community.

I'm interested in finding out how you and other libraries are approaching this 
as well.


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

- Original Message -
From: "James Keenan" 
To: "Evergreen Discussion Group" 
Sent: Monday, September 29, 2014 10:05:11 AM
Subject: [OPEN-ILS-GENERAL] OPAC usability testing




Hi All, 



Here at C/W MARS, we’ve been talking about doing usability testing for the OPAC 
for a while but haven’t gotten farther than recruiting a few libraries who 
might want to participate. 



Is anyone interested in developing a standard set of test actions that we might 
all use? Has that been done somewhere already? 



I’m interested to hear if anyone else has done anything in this line. 



Jim 



Jim Keenan 

Library Applications Supervisor 

jkee...@cwmars.org 

508-755-3323 x23 



C/W MARS 

67 Millbrook St., Suite 201 

Worcester, MA 01606 



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

Currently reading Mistress Bradstreet by Charlotte Gordon

Re: [OPEN-ILS-GENERAL] Proposal to remove some advanced search options from the catalog

[McCanna, Terran]

Personally, I wouldn't have a problem with removing the 'Matches Exactly' 
because of all the issues that have been identified both here and in the bug 
report. I rarely use that option myself and it's not something that I typically 
recommend to any other staff or patrons to use either. 

I actually do use the 'Starts With' option for titles on a regular basis 
(usually in combination with an author name, so it's not quite the same as 
using Browse). It may be that "contains phrase" in combination with an author 
name returns a result set that is just as good, but I'd like to do (or see) 
more comparison testing before forming an opinion.

What if the options were still available in the staff client but hidden from 
the OPAC? Would that solve the problem with user frustration/confusion?



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

- Original Message -
From: "Kathy Lussier" 
To: "Evergreen General Discussion List" 

Sent: Monday, September 29, 2014 1:13:59 PM
Subject: [OPEN-ILS-GENERAL] Proposal to remove some advanced search options 
from the catalog

Hi all,

I wanted to float an idea to the community. I spent a little time this 
morning looking at a bug submitted earlier this year regarding the 
Matches Exactly search option in the advanced search screen - 
https://bugs.launchpad.net/evergreen/+bug/1267129. After thinking about 
the problem, I came to a conclusion that I've drawn on similar occasions 
when looking at previous problems with exact match searching that has 
since been fixed. Overall, I think this search option along with, to a 
lesser extent, the Starts With search option, is more likely to cause 
frustration for users than to solve any search problems.

I'm curious to know if others have found the same problems in their 
libraries and, if so, if there is any willingness in the community to 
remove those options in the advanced search screen to save frustration 
on the part of users.

My reasons for removing them are below:

1. The intent of this search option is to perform a left- and 
right-anchored search on the search terms. The entered search terms need 
to exactly match the index as it appears in the relevant metabib table. 
If doing a title search, you need to enter the entire title including 
245a and 245b. I believe most users are unlikely to know what the 
subtitle is for a book and a. The re more likely to enter just the words 
that are in 245a.

2. Right now, there is a bug with Matches Exactly. As of now, if you 
enter the following terms in the search box:

the joy of cooking

the system will retrieve anything that begins with "the", ends with 
"cooking" and also contains the words "joy of" in no particular order. I 
just conducted a matches exactly search for the help today and, in 
addition to retrieving "The Help" it also retrieved a record for "The 
Berenstain Bears hurry to help." The fix for this particular issue is 
fairly easy, but the fix also means that the Matches Exactly will become 
even more unforgiving than what I outlined in #1 above. Punctuation will 
matter more. In addition to entering all of the words in the 245a and 
245b, the user will also need to know where to add punctuation. From 
what I can tell, this isn't consistent for all punctuation. In looking 
for the title "The assist : hoops, hope, and the game of their lives" 
the following search works:

"^The assist hoops, hope, and the game of their lives$"

but these searches do not work:

"^The assist : hoops, hope, and the game of their lives$"

"^The assist hoops hope and the game of their lives$"

It looks like the user needs to know that the colon should be removed, 
but the commas should remain.

3. The "Starts With" search is a little more forgiving since a user is 
more likely to know the start of a title rather than the entire string, 
but it still suffers from the problems of a user needing to know what 
punctuation should be entered (or not entered) for the string that they 
type. Since it is a search that uses left-anchoring, it also does not 
ignore non-filing indicators, which is something that users sometimes 
expect it to do. Note: I was the person who added the "Starts With" 
search to Evergreen, mainly as a way to ameliorate the issues we saw 
with the "Matches Exactly" search. Now that Browse search is available 
in the catalog, I don't think this particular search is necessary on the 
advanced search screen anymore.

4. In a standard Evergreen installation where no custom indexes have 
been added, both of these search options will probably fail for a 
keyword search. This happens because, by default, there is one keyword 
index (the blob) where all of the indexed terms for the record are 
stored, and there is no way any user could know all of the terms that 
are stored there and their proper order. If they are entering a title, 
they are more likel

Re: [OPEN-ILS-GENERAL] Save the date: 2015 Evergreen Conference

[McCanna, Terran]

An excursion to the McMenamin's Edgefield would also be fabulous :D


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



- Original Message -
From: "Mary Llewellyn" 
To: "Evergreen Discussion Group" 
Sent: Monday, December 22, 2014 4:21:06 PM
Subject: Re: [OPEN-ILS-GENERAL] Save the date: 2015 Evergreen Conference

Great news, Buzzy! I was wondering if there's any way to organize a
excursion to St. Mary's Church in Hood River for Thursday, May 14 to attend
Mass for the Feast of the Ascension? Or at least, are there some other
Catholics who would like to share a cab with me that morning?

Looking forward to May!

Mary

Bibliomation, Inc.

On Mon, Dec 22, 2014 at 1:35 PM, Buzzy Nielsen 
wrote:

> Hi everyone,
>
> I know that everyone has been eagerly anticipating information about the
> 2015 Evergreen Conference. The conference will be held on May 13-16, 2015,
> in beautiful Hood River, Oregon, USA, in the Columbia River Gorge.
> Registration and hotel information will be available by the end of this
> year. Stay tuned in early January for a call for program proposals, too!
> We're looking forward to seeing your great ideas for programs!
>
> While we of course will have plenty of fun at the conference itself, you
> might want to check out some of the other great things you can do while in
> the area. The Columbia River Gorge is a National Scenic Area, with plenty
> of hiking, biking, and watersports. Hood River is only 30 minutes away from
> Mount Hood, a big skiing and snowboarding destination. The area also is
> well know for its craft breweries, wineries, and hard cideries. You can see
> the range of things you can do at http://hoodriver.org/.
>
> We look forward to seeing you at the conference!
>
> Cheers!
> Buzzy Nielsen
> 2015 Conference Committee
>
> **
> Library Director
> Hood River County Library District
> 502 State Street
> Hood River OR 97031
> 541-387-7062
> http://hoodriverlibrary.org
>
>



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

Re: [OPEN-ILS-GENERAL] Results list of the "Call Number (Shelf Browse)" list

[McCanna, Terran]

I like having multiple ways to look at the same info, so a list view would be a 
great addition. 

What I'd REALLY like is a single-row horizontal widget that you can scroll back 
and forth so it shows the books in question as if they were lined up on an 
actual shelf. 




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

Re: [OPEN-ILS-GENERAL] Results list of the "Call Number (Shelf Browse)" list

[McCanna, Terran]

Yes! That's exactly the usage that patrons would love to see with the shelf 
browser (IMHO).

There are some third party widgets (LibraryThing makes one I believe) and 
various javascript tutorials to do pretty / visual things like this with static 
booklists. It would be cool to extend the idea to a shelf browser. 



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


 Original message From: "Lazar, Alexey 
Vladimirovich"  Date:01/16/2015  2:40 PM  
(GMT-05:00) To: Evergreen Discussion Group 
 Subject: Re: 
[OPEN-ILS-GENERAL] Results list of the "Call  Number  (Shelf  Browse)"  
  list 

On 2015-01-15, at 09:45 , McCanna, Terran  wrote:

> What I'd REALLY like is a single-row horizontal widget that you can scroll 
> back and forth so it shows the books in question as if they were lined up on 
> an actual shelf. 

Slightly different usage type, but TADL has something like that: 
http://catalog.tadl.org/. Theirs also happens to be the most user-friendly and 
inviting Evergreen catalog landing page out there, at least of the ones I’ve 
seen. KCLS also has something along those lines, but they are using 
BiblioCommons: http://kcls.bibliocommons.com/.

Aleksey Lazar
IS Developer and Integrator - PALS
http://www.mnpals.org/

Re: [OPEN-ILS-GENERAL] Help for a tiny library?

[McCanna, Terran]

Regardless of whether it's feasible in a Windows VM environment or not, I 
really think that Evergreen is too complicated to set up and maintain for 
someone who doesn't have a strong skillset in system administration. A hosted 
ILS would be a better option, but a lot of tiny libraries can't afford that 
either.

Personally, if I were in Ben's position, I would investigate some of the 
library automation system offerings that are designed specifically for small 
libraries. Does anyone have any experience with Surpass? I haven't used it, but 
it looks like it was designed for tiny libraries (less than 5000 items) and has 
a standalone license option for running on a single non-networked PC: 
http://www.surpasssoftware.com/surpass-sl.html. 


Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmcca...@georgialibraries.org 
- Original Message -
From: "Mark Ehle" 
To: "Evergreen Discussion Group" 
Sent: Sunday, January 18, 2015 11:26:53 AM
Subject: Re: [OPEN-ILS-GENERAL] Help for a tiny library?

We ran everything in VirtualBox for a long time. Is it the PC hardware you
object to? Or just VM's in general.

On Sun, Jan 18, 2015 at 11:24 AM, Mark Ehle  wrote:

> When you have quad-core PC's with 8gb of ram, the difference is not that
> much. I've run production VM's on my PC in a pinch and our staff never
> knew.
>
> What do you suggest Ben does?
>
>
> On Sun, Jan 18, 2015 at 11:12 AM, Rogan Hamby 
> wrote:
>
>> Hi Mark,
>>
>> There is a big difference between running a production system on a
>> desktop VM and playing with it.  Running Evergreen in Virtual Box is common
>> for developers, documenters, etc
>>
>> And it's important for those who don't have a systems background that a
>> VM in a server environment and throwing up a VM on a desktop with limited
>> resources are very different things.
>>
>> On Sun, Jan 18, 2015 at 11:00 AM, Mark Ehle  wrote:
>>
>>> Not at all dubious, Rogan. We run Sirsi Symphony as a VM and have been
>>> for years. We pretty much don't run our servers on anything else *but*
>>> VM's. It's just how things are done now. I've run Evergreen in Virtual Box
>>> (totally free) on my PC to play with it and it works just fine. Given a
>>> decent enough PC,mainly enough memory, I'm sure you could run Evergreen on
>>> a VM for a few clients for a small library.
>>>
>>> On Sun, Jan 18, 2015 at 10:49 AM, Rogan Hamby >> > wrote:
>>>
 Hi Ben,

 This was alluded to but to be clear, Evergreen isn't Windows software.
 Evergreen was built to run on Linux and is commonly run on Debian though I
 know it's used successfully on other distributions as well.  Honestly, as
 much as I love to spread the love of Evergreen from what I can infer from
 your post I don't think this would be the right direction for you.

 Running a production system on a VM is dubious though possible but then
 connecting clients, doing the configuration, etc... these are going to
 require a big investment of time and energy on the part of staff.




 On Sat, Jan 17, 2015 at 6:25 PM, Ben T.  wrote:

> Hello All,
>
> I volunteer for a tiny library that is growing.  At this point we're
> looking for a way to manage our check-outs/returns some way more efficient
> than paper and pencil.  Evergreen seems like it could be a good solution
> for us, however we are not able to afford a server at this point nor a
> subscription (we basically have no money).  Is there any way (hopefully a
> simple one) to run Evergreen just on a single Windows (7) machine, keeping
> the catalog and patron information locally?
>
> Sincerely,
> Ben
> Librarian Volunteer
> Kendall Clawson Library
>
> p.s. I am decently tech savvy, but not VERY tech savvy.  I won't be
> able to do any major amount of coding on my own.
>



 --

 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 

>>>
>>>
>>
>>
>> --
>>
>> 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 
>>
>
>

Re: [OPEN-ILS-GENERAL] Help for a tiny library?

[McCanna, Terran]

Ben,

Ouch, I didn't see Surpass's price tag. There's something called ResourceMate 
that has a "Lite" edition for $295, and another called PrimaSoft Small Library 
Organizer Pro for $245, both of which are designed for very small libraries to 
run on a single machine. Again, I haven't used either, but they might be worth 
investigating. Maybe you could do a bit of fundraising so you don't have to pay 
out of pocket?

Good luck!


Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmcca...@georgialibraries.org 
- Original Message -
From: "Ben T." 
To: "Evergreen Discussion Group" 
Sent: Sunday, January 18, 2015 6:39:17 PM
Subject: Re: [OPEN-ILS-GENERAL] Help for a tiny library?

Thank you for all the responses.

Rogan, you inferences are generally correct.  I do not have much
experience.  I have worked with virtual machines before, and I use Ubuntu
on my personal computer, but I have never really been a sys admin.  As for
time, I do not have much time per week, but I have a soft deadline to make
something work by June.  So I possibly could set up a VM and make this
work.  However, our computer is shared with a bunch of volunteers at the
community center, many of whom are not very computer literate.  My
intuition tells me that a VM would not survive meddling from other folks.
So if a VM is the only available solution with Evergreen, I think I will
keep looking.

Terran, Surpass looks amazing, except for the ~$3000 price tag on it.
Anything purchased is likely coming out of my pocket at this point, and
there is no way I can afford that.

Yunus, Openbiblio also looks good, except it runs into the same server
problem that evergreen does.

So I think I'll keep looking for solutions.  Thanks, everyone.

On Sun, Jan 18, 2015 at 1:47 PM, Rogan Hamby 
wrote:

> It does still require Linux skills as it's a virtual machine whether he
> has that skill set or is willing to invest the time to learn it is a
> pre-requisite, something I wouldn't assume from the question.
>
> On Sun, Jan 18, 2015 at 12:12 PM, Mark Ehle  wrote:
>
>> Ben did say he was decently tech savvy and asked for a way to run
>> Evergreen on a pc. VirtualBox fits the bill.
>>
>> On Sun, Jan 18, 2015 at 12:08 PM, McCanna, Terran <
>> tmcca...@georgialibraries.org> wrote:
>>
>>> Regardless of whether it's feasible in a Windows VM environment or not,
>>> I really think that Evergreen is too complicated to set up and maintain for
>>> someone who doesn't have a strong skillset in system administration. A
>>> hosted ILS would be a better option, but a lot of tiny libraries can't
>>> afford that either.
>>>
>>> Personally, if I were in Ben's position, I would investigate some of the
>>> library automation system offerings that are designed specifically for
>>> small libraries. Does anyone have any experience with Surpass? I haven't
>>> used it, but it looks like it was designed for tiny libraries (less than
>>> 5000 items) and has a standalone license option for running on a single
>>> non-networked PC: http://www.surpasssoftware.com/surpass-sl.html.
>>>
>>>
>>> Terran McCanna
>>> PINES Program Manager
>>> Georgia Public Library Service
>>> 1800 Century Place, Suite 150
>>> Atlanta, GA 30345
>>> 404-235-7138
>>> tmcca...@georgialibraries.org
>>> - Original Message -
>>> From: "Mark Ehle" 
>>> To: "Evergreen Discussion Group" <
>>> open-ils-general@list.georgialibraries.org>
>>> Sent: Sunday, January 18, 2015 11:26:53 AM
>>> Subject: Re: [OPEN-ILS-GENERAL] Help for a tiny library?
>>>
>>> We ran everything in VirtualBox for a long time. Is it the PC hardware
>>> you
>>> object to? Or just VM's in general.
>>>
>>> On Sun, Jan 18, 2015 at 11:24 AM, Mark Ehle  wrote:
>>>
>>> > When you have quad-core PC's with 8gb of ram, the difference is not
>>> that
>>> > much. I've run production VM's on my PC in a pinch and our staff never
>>> > knew.
>>> >
>>> > What do you suggest Ben does?
>>> >
>>> >
>>> > On Sun, Jan 18, 2015 at 11:12 AM, Rogan Hamby <
>>> rogan.ha...@yclibrary.net>
>>> > wrote:
>>> >
>>> >> Hi Mark,
>>> >>
>>> >> There is a big difference between running a production system on a
>>> >> desktop VM and playing with it.  Running Evergreen in Virtual Box is
&

Re: [OPEN-ILS-GENERAL] Results list of the "Call Number (Shelf Browse)" list

[McCanna, Terran]

 you define what constitutes real in this feature set?

On Tue, Jan 20, 2015 at 12:10 PM, 
mailto:gislaine.hame...@statcan.gc.ca>> wrote:
I too would like to see a real shelf list in Evergreen.


Gislaine Hamelin
Intergrated Library Systems Coordinator | Coordonnatrice du système integrée de 
la bibliotheque
Library Services | Services bibliothèque
R.H. Coats Building | Immeuble R.-H.-Coats / Floor | Étage 2 Q
Statistics Canada | 100 Tunney's Pasture Driveway, Ottawa ON K1A 0T6
Statistique Canada | 100, promenade Tunney's Pasture, Ottawa ON K1A 0T6
gislaine.hame...@statcan.gc.ca<mailto:gislaine.hame...@statcan.gc.ca>
Telephone | Téléphone 613-762-5443
Facsimile | Télécopieur 613-951-0939
Government of Canada | Gouvernement du Canada



-Message d'origine-
De : 
open-ils-general-boun...@list.georgialibraries.org<mailto:open-ils-general-boun...@list.georgialibraries.org>
 
[mailto:open-ils-general-boun...@list.georgialibraries.org<mailto:open-ils-general-boun...@list.georgialibraries.org>]
 De la part de McCanna, Terran
Envoyé : January-15-15 10:46 AM
À : Evergreen Discussion Group
Objet : Re: [OPEN-ILS-GENERAL] Results list of the "Call Number (Shelf Browse)" 
list

I like having multiple ways to look at the same info, so a list view would be a 
great addition.

What I'd REALLY like is a single-row horizontal widget that you can scroll back 
and forth so it shows the books in question as if they were lined up on an 
actual shelf.




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

Re: [OPEN-ILS-GENERAL] [Evergreen-catalogers] Audience filter excluding blank again

[McCanna, Terran]

Thanks Mike, I've created a new bug report for it:

https://bugs.launchpad.net/evergreen/+bug/1414112


Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmcca...@georgialibraries.org 
- Original Message -
From: "Mike Rylander" 
To: "Evergreen Community Catalogers" 

Cc: "Evergreen Discussion Group" 
Sent: Thursday, January 22, 2015 1:23:32 PM
Subject: Re: [Evergreen-catalogers] Audience filter excluding blank again

Elaine, 

A new bug would be better in this case, as the underlying code that handles 
audience changed with the 2.6-era record attribute functionality. 

Thanks! 


-- 
Mike Rylander 
| President 
| Equinox Software, Inc. / The Open Source Experts 
| phone: 1-877-OPEN-ILS (673-6457) 
| email: mi...@esilibrary.com 
| web: http://www.esilibrary.com 


On Thu, Jan 22, 2015 at 8:38 AM, Hardy, Elaine < eha...@georgialibraries.org > 
wrote: 





The audience filter for adult is excluding blank again. There is an existing 
bug https://bugs.launchpad.net/evergreen/+bug/760890 from 2011 that is marked 
incomplete; however it was fixed in earlier versions. We are unsure whether the 
best course would be to add to the existing bug or open a new one. Since this 
is a pretty serious search issue, we don’t want it to get lost either way. 



To illustrate: our test server is still on 2.5 and an author search for weber, 
david filtered by adult is successful. See 
http://test.gapines.org/eg/opac/results?bool=and&qtype=keyword&contains=contains&query=&bool=and&qtype=title&contains=contains&query=&bool=and&qtype=author&contains=contains&query=weber%2C+david&_adv=1&fi%3Aaudience=+%2Ce%2Cf%2Cg&locg=1&pubdate=is&date1=&date2=&sort
 = 





The same search on our live server (running 2.7.2) retrieves only 7 titles, all 
Audn code g: 



http://gapines.org/eg/opac/results?bool=and&qtype=keyword&contains=contains&query=&bool=and&qtype=title&contains=contains&query=&bool=and&qtype=author&contains=contains&query=weber%2C+david&fi%3Aaudience=+%2Ce%2Cf%2Cg&locg=1&pubdate=is&date1=&date2=&sort=&_adv=1
 



We have altered the adult filter to include blank, e,f,g. Testing on another 
test server running 2.7.2 using a filter with just blank has the same results 
as live. 



I also checked NC Cardinal’s catalog which is running 2.6, I believe. An 
unfiltered author search for weber, David retrieved 211 titles. A filtered 
search (linked below) retrieved 10, so the problem came back in 2.6: 



https://mauney.nccardinal.org/eg/opac/results?bool=and&qtype=keyword&contains=contains&query=&bool=and&qtype=title&contains=contains&query=&bool=and&qtype=author&contains=contains&query=weber%2C+david&_adv=1&fi%3Aaudience=e&locg=1&pubdate=is&date1=&date2=&sort
 = 



Would bug wranglers rather us open a new ticket or add to the existing one? 






Elaine 





J. Elaine Hardy 
PINES & Collaborative Projects Manager 
Georgia Public Library Service 
1800 Century Place, Ste 150 
Atlanta, Ga. 30345-4304 





404.235.7128 
404.235.7201 , fax 
eha...@georgialibraries.org 
www.georgialibraries.org 
www.georgialibraries.org/pines 




___ 
Evergreen-catalogers mailing list 
evergreen-catalog...@list.evergreen-ils.org 
http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-catalogers 



___
Evergreen-catalogers mailing list
evergreen-catalog...@list.evergreen-ils.org
http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-catalogers

Re: [OPEN-ILS-GENERAL] Bug Squashing Day

[McCanna, Terran]

I'm heading out of town due to a family illness. I do have a few little things 
I want to submit, but I won't have time before then. 



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


 Original message From: Kathy Lussier 
 Date:02/25/2015  1:57 PM  (GMT-05:00) 
To: open-ils-general@list.georgialibraries.org Subject: 
Re: [OPEN-ILS-GENERAL] Bug Squashing Day 
Hi all,

Ack!

I closed the Doodle poll last month and set this Monday, March 2 as the 
date for our next Bug Squashing Day.  However, it looks like I failed to 
communicate the date with the rest of the community beyond adding it to 
the community calendar.

I would still like to see if we can get a group together to work on bugs 
on March 2. Does that day still work for everyone who responded to the 
poll?

Thanks and apologies for the oversight! I'm blaming it on the snow.

Kathy



On 01/21/2015 02:44 PM, Kathy Lussier wrote:
> My apologies. The link for the Bug Squashing scheduling poll should be 
> http://doodle.com/umc27afh7akqczft.
>
> That's what I get for working on two Doodle polls at the same time.
>
> Kathy
>
> On 01/21/2015 02:35 PM, Kathy Lussier wrote:
>> Hi all,
>>
>> I'm sending out a reminder to let us know what your availability is 
>> to participate in our next community Bug Squashing Day. 
>> http://doodle.com/xwu55tseci3mf34e
>>
>> I'll be closing the Doodle poll at the end of the day tomorrow.
>>
>> Kathy
>> On 01/16/2015 11:56 AM, Kathy Lussier wrote:
>>> Hi all,
>>>
>>> It's hard to believe, but it's already time to schedule another Bug 
>>> Squashing Day. We're scheduling the next Bug Squashing Day to fall 
>>> after the 2.8 beta release, but before the RC1 release. The closer 
>>> we can schedule it to the beta release, the better.
>>>
>>> Please let us know when you're available!
>>> http://doodle.com/umc27afh7akqczft
>>>
>>> Kathy
>>>
>>
>

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

[OPEN-ILS-GENERAL] General Shout Out

[McCanna, Terran]

Taking the opportunity to give a general shout-out to all of the conference 
organizers and presenters, plus to Galen for helping me with my git 
permissions!!!

+1 to all!

It's been a really great conference so far, and I'm already looking forward to 
next year.


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

Re: [OPEN-ILS-GENERAL] presentations

[McCanna, Terran]

Your book carousel is awesome, Blake! Thanks for sharing.



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


 Original message From: Blake Henderson 
 Date:05/18/2015  7:06 AM  (GMT-08:00) 
To: open-ils-general@list.georgialibraries.org Subject: 
Re: [OPEN-ILS-GENERAL] presentations 

Book carousel lightening talk
http://slides.mobiusconsortium.org/blake/bookcarousel

Catalog: What a mess!
http://slides.mobiusconsortium.org/blake/evergreencatclean


-Blake-
Conducting Magic
MOBIUS
573-234-4513
877-312-3517

On 5/15/2015 6:23 PM, Rogan Hamby wrote:
> In the interest of sharing presentations (that weren't done before the 
> conference):
>
> http://www.slideshare.net/roganhamby/welcome-to-the-community
>
> and
>
> http://www.slideshare.net/roganhamby/adding-data-sources-to-the-reporter
>
> There were quite a few from other folks that I wasn't able to attend 
> so I hope everyone sends out their presentations!
>
> -- 
>
> 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 

Re: [OPEN-ILS-GENERAL] Conference Transportation

[McCanna, Terran]

There's also Evergreen State College up in Olympia - we ought to convince them 
to switch to the Evergreen ILS! 

http://evergreen.edu/


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


- Original Message -
From: "Buzzy Nielsen" 
To: open-ils-general@list.georgialibraries.org
Sent: Tuesday, May 26, 2015 2:22:41 PM
Subject: Re: [OPEN-ILS-GENERAL] Conference Transportation

Ha, nice! I forgot about them. I will say, however, that I'm not sure we want 
to be associated with that particular airline. 

http://www.oregonlive.com/business/index.ssf/2013/03/oregon_justice_dept_examines_w.html
 

It is a cool air museum, by the way, if anyone comes back this way. We've got a 
pretty decent one in Hood River, too. 

http://waaamuseum.org/ 

Cheers! 
Buzzy 

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

On 05/26/2015 10:58 AM, Jeff Klapes wrote: 


After the conference (which was great, by the way) my partner and I spent a 
week enjoying Oregon's beautiful scenery. 
I'm sure the Oregonians are already aware of this, but we came across this 
plane at one of the air museums. I didn't realize the open-source community 
owned a 747! Perhaps for next year's conference, Buzzy could arrange an air 
charter? :-) 

Cheers, 

-- 
Jeff Klapes  Head of Reference Services 781-246-6334 x6565
Lucius Beebe Memorial Library, 345 Main St, Wakefield, MA 01880
Where Wakefield Connects < www.wakefieldlibrary.org >
___
I'm currently reading "Karpathia" by Mathias Menegoz and "Six and a half sins" 
by Colin Cotterill 

Re: [OPEN-ILS-GENERAL] patron registration

[McCanna, Terran]

Hi Holly,

We added some basic agreement text to our online form 
(https://gapines.org/eg/opac/register) but we don't capture online signatures. 
Each member of the PINES consortium has their own document management policies. 
Some of the library systems print out the patron account information page after 
it is completed and ask the patron to sign it (it doesn't print out nicely, so 
this isn't a great solution, but hopefully once the web client version is 
available we'll be able to customize it easier to make it nicely printable). 
Some other libraries print out that page and attach it to one of their old 
paper forms and have them sign it, I think some might have a small signature 
card they might keep on file, and some don't print out anything at all and just 
rely on the system. 

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


- Original Message -
From: "Holly Brennan" 
To: "Evergreen Discussion Group (open-ils-general@list.georgialibraries.org)" 

Sent: Friday, May 29, 2015 2:57:05 PM
Subject: [OPEN-ILS-GENERAL] patron registration

I've set up everything needed for online patron registration, but haven't 
implemented yet. The stumper is how we deal with hard copies of registrations.  
We've always had a paper app with signature and we file these in an old card 
catalog.

Do any of you NOT print registrations or keep any hard copies of patron info? 
Or do you have something simple with just an agreement and signature that 
doesn't have to include much about the patron besides name?

I feel we might be holding onto paper for nothing. Reasons given to keep it:

1)  What if something tragic happens to our ILS? We'll have paper to backup 
patron info. (My thoughts: If it's THAT tragic, the whole building has likely 
been destroyed And also, we're going to manually reenter patron info for 
each and every person?!)

2)  The patron's signature is the true agreement. We can use it to hold 
them responsible for lost items, fines, etc. (I can't think of a time, ever, 
that I've retrieved a paper app and pointed to a signature in order to convince 
a patron to do something they agreed to.)

My goal with this is to find a number of you who keep absolutely nothing on 
paper. (And who don't even have a super cool digital signature contraption.)

Thanks!

-Holly

Holly Brennan
Library Technology Specialist
Homer Public Library, Alaska

hbren...@cityofhomer-ak.gov
907-235-3180 (main)
907-435-3154 (direct)

Re: [OPEN-ILS-GENERAL] patron registration

[McCanna, Terran]

I know some of our libraries have pulled out old forms before, particularly 
when someone has claimed to have had their identity stolen or that someone else 
has the same name and birth date (which is even true sometimes!) However, even 
the libraries that keep the original forms with signatures usually only keep 
them for 3 years, so it has limited usefulness.


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

Re: [OPEN-ILS-GENERAL] patron registration

[McCanna, Terran]

Some of our libraries use collection agencies and some don't, but as far as I 
know, I don't think the signature form is a requirement for those that do use 
them.


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

Re: [OPEN-ILS-GENERAL] Bills Current Receipt Template and Total Owed

[McCanna, Terran]

Hi Scott,

There is a %balance_owed% macro that works on the 'checkout' receipt, but it 
does not work on the 'items_out' receipt. 

It sounds like that would be a good bug to add to launchpad!


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


- Original Message -
From: "Scott Thomas" 
To: open-ils-general@list.georgialibraries.org
Sent: Wednesday, June 10, 2015 3:56:12 PM
Subject: [OPEN-ILS-GENERAL] Bills Current Receipt Template and Total Owed

Hi,
   We are at 2.6.3. Patrons often ask for a print-out of current bills that 
includes their overall balance. The Bills Current Receipt does have a 
%total_owed% macro, but, when we add it to the template, it gives the balance 
of the last bill listed on the receipt and not the balance of all bills on the 
receipt. I did check Launchpad and could not find this listed as a bug. What am 
I missing?

Thank you,
Scott


Scott  Thomas, MLS
Head of Information Technologies and Technical Services
Scranton Public Library
Lackawanna County Library System
2006 N. Main Ave.
Scranton, PA 18508
Ph: 570-207-2379
Fx: 570-348-3020
Email: sc...@albright.org

Re: [OPEN-ILS-GENERAL] alert for once juvenile becomes adult

[McCanna, Terran]

I'm interested in this idea too - have fines entered your discussions? We have 
encountered patrons who had max fines as a juvenile, but their parents never 
paid the fines. We wouldn't want to automatically remove the parent's 
identifying info from the account in these cases since the parent is still 
responsible for those bad debts. Of course, we could probably just add an extra 
bit into the script to check for fines before updating all of that info - or 
maybe partially update, but add different info to the alert.


Terran McCanna
PINES Program Manager
Georgia Public Library Service
1800 Century Place, Suite 150
Atlanta, GA 30345
404-235-7138
tmcca...@georgialibraries.org
 Original message From: Justin Hopkins 📖 
 Date:06/10/2015  5:37 PM  (GMT-05:00) 
To: Evergreen Discussion Group 
 Subject: Re: 
[OPEN-ILS-GENERAL] alert for once juvenile becomes adult 
Blake is going to put something together, for our own use if nothing 
else. Hopefully it will be useful for others :)

Justin

On 6/10/15 4:24 PM, Holly Brennan wrote:
>
> Thanks, Justin! Your messages were filtered to my junk – sorry for the 
> late reply!
>
> I can look at the whole database, but only change things I’m familiar 
> with (and this is not one).
>
> -Holly
>
> *From:*Open-ils-general 
> [mailto:open-ils-general-boun...@list.georgialibraries.org] *On Behalf 
> Of *Justin Hopkins ??
> *Sent:* Wednesday, June 10, 2015 12:11 PM
> *To:* Evergreen Discussion Group
> *Subject:* Re: [OPEN-ILS-GENERAL] alert for once juvenile becomes adult
>
> I should clarify that my previous suggestion was based on my 
> recollection that you have access to the database and could set this up.
>
> Justin
>
> On 6/10/15 3:09 PM, Justin Hopkins 📖 wrote:
>
> Holly,
>
> I think the simplest solution would be to run a script on a
> nightly cron that updated the database as necessary. Flip the
> Juvenile flag, change their profile, possibly remove the
> grouping/ident2_value, and add an alert. I thought we might be
> running something like that ourselves, but either I'm not finding
> it, or it's just something we'd also talked about doing but never did.
>
> Justin
>
> On 6/10/15 3:00 PM, Holly Brennan wrote:
>
> We’d like to be alerted when a patron who was marked as
> juvenile (the checkbox based on their birth date) is now over
> 18. The goal would be to catch those now-adults and change
> their library card type from Juvenile to Adult, so they are
> now responsible for their library card rather than their
> parent. We would also enter their ID information, and remove
> the parent’s ID (typically their driver’s license).
>
> The staff notification could be just a alert message. We’d
> like to avoid having to look at an expired account and
> calculate whether that patron is now an adult, so please no
> solutions involving math. J
>
> We’ve run a report for patrons who have Juvenile accounts but
> are 18+, and there are hundreds. I’m guessing we’re on our own
> fixing these ones, but maybe there is a miracle out there for
> adding the alert to these accounts too?
>
> Thanks!
>
> Holly Brennan
>
> Library Technology Specialist
>
> Homer Public Library, Alaska
>
> hbren...@cityofhomer-ak.gov 
>
> 907-235-3180 (main)
>
> 907-435-3154 (direct)
>

Re: [OPEN-ILS-GENERAL] alert for once juvenile becomes adult

[McCanna, Terran]

Ah, I see - that's a great way to make sure their own ID is collected for the 
account - I've certainly run across accounts like this where the parent's ID is 
still on the young adult's card years later because it was overlooked during 
card renewals.



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


 Original message From: Holly Brennan 
 Date:06/10/2015  10:05 PM  (GMT-05:00) 
To: Evergreen Discussion Group 
 Subject: Re: 
[OPEN-ILS-GENERAL] alert for once juvenile becomes adult 
Changing the ID would be manually, when the juve-now-adult is at the 
library. When we scan their card the alert would prompt us to ask for THEIR ID 
and then we’d change the information, as long as the fines are below our 
threshold (we’re often very generous with kids becoming adults, especially if 
the fines were accrued when they were very young).

Since we have to manually view and enter the new ID info (Evergreen isn’t THAT 
good), it doesn’t make much sense to have the script remove parent ID 
automatically. Actually, that sounds pretty scary! ☺

-Holly

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
McCanna, Terran
Sent: Wednesday, June 10, 2015 5:11 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] alert for once juvenile becomes adult

I'm interested in this idea too - have fines entered your discussions? We have 
encountered patrons who had max fines as a juvenile, but their parents never 
paid the fines. We wouldn't want to automatically remove the parent's 
identifying info from the account in these cases since the parent is still 
responsible for those bad debts. Of course, we could probably just add an extra 
bit into the script to check for fines before updating all of that info - or 
maybe partially update, but add different info to the alert.


Terran McCanna
PINES Program Manager
Georgia Public Library Service
1800 Century Place, Suite 150
Atlanta, GA 30345
404-235-7138
tmcca...@georgialibraries.org<mailto:tmcca...@georgialibraries.org>
 Original message 
From: Justin Hopkins 📖
Date:06/10/2015 5:37 PM (GMT-05:00)
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] alert for once juvenile becomes adult


Blake is going to put something together, for our own use if nothing else. 
Hopefully it will be useful for others :)

Justin
On 6/10/15 4:24 PM, Holly Brennan wrote:
Thanks, Justin! Your messages were filtered to my junk – sorry for the late 
reply!

I can look at the whole database, but only change things I’m familiar with (and 
this is not one).

-Holly

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Justin 
Hopkins ??
Sent: Wednesday, June 10, 2015 12:11 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] alert for once juvenile becomes adult

I should clarify that my previous suggestion was based on my recollection that 
you have access to the database and could set this up.

Justin
On 6/10/15 3:09 PM, Justin Hopkins 📖 wrote:
Holly,

I think the simplest solution would be to run a script on a nightly cron that 
updated the database as necessary. Flip the Juvenile flag, change their 
profile, possibly remove the grouping/ident2_value, and add an alert. I thought 
we might be running something like that ourselves, but either I'm not finding 
it, or it's just something we'd also talked about doing but never did.

Justin
On 6/10/15 3:00 PM, Holly Brennan wrote:
We’d like to be alerted when a patron who was marked as juvenile (the checkbox 
based on their birth date) is now over 18. The goal would be to catch those 
now-adults and change their library card type from Juvenile to Adult, so they 
are now responsible for their library card rather than their parent. We would 
also enter their ID information, and remove the parent’s ID (typically their 
driver’s license).

The staff notification could be just a alert message. We’d like to avoid having 
to look at an expired account and calculate whether that patron is now an 
adult, so please no solutions involving math. ☺

We’ve run a report for patrons who have Juvenile accounts but are 18+, and 
there are hundreds. I’m guessing we’re on our own fixing these ones, but maybe 
there is a miracle out there for adding the alert to these accounts too?

Thanks!

Holly Brennan
Library Technology Specialist
Homer Public Library, Alaska

hbren...@cityofhomer-ak.gov<mailto:hbren...@cityofhomer-ak.gov>
907-235-3180 (main)
907-435-3154 (direct)

Re: [OPEN-ILS-GENERAL] Bills Current Receipt Template and Total Owed

[McCanna, Terran]

Excellent, thanks Scott! I searched launchpad as well and didn't find that one. 
Our libraries will be happy to know about these macros that work on the 
bills_current receipt. 

I'd still love to see one that could pull in the total owed on the items_out 
receipt (like %balance_owed% does on the checkout receipt) so that when someone 
asks for the status of their account we could give them the list of items they 
still have out plus their current bills all in one receipt, but I haven't found 
a way to do that yet. If anyone knows if there is a way, I'd be really happy to 
hear it. 


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

- Original Message -
From: "Scott Thomas" 
To: "Evergreen Discussion Group" 
Cc: "SPARKatLCLSSupport" 
Sent: Thursday, June 11, 2015 9:31:07 AM
Subject: Re: [OPEN-ILS-GENERAL] Bills Current Receipt Template and Total Owed

Hi Terran,
   I started to add the bug in Launchpad and this came up so it looks like we 
are not the first to run across it:

https://bugs.launchpad.net/evergreen/+bug/821640

It didn't come up the first time I searched Launchpad.

Thank you,
Scott


-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
McCanna, Terran
Sent: Wednesday, June 10, 2015 4:34 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Bills Current Receipt Template and Total Owed

Hi Scott,

There is a %balance_owed% macro that works on the 'checkout' receipt, but it 
does not work on the 'items_out' receipt. 

It sounds like that would be a good bug to add to launchpad!


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


- Original Message -
From: "Scott Thomas" 
To: open-ils-general@list.georgialibraries.org
Sent: Wednesday, June 10, 2015 3:56:12 PM
Subject: [OPEN-ILS-GENERAL] Bills Current Receipt Template and Total Owed

Hi,
   We are at 2.6.3. Patrons often ask for a print-out of current bills that 
includes their overall balance. The Bills Current Receipt does have a 
%total_owed% macro, but, when we add it to the template, it gives the balance 
of the last bill listed on the receipt and not the balance of all bills on the 
receipt. I did check Launchpad and could not find this listed as a bug. What am 
I missing?

Thank you,
Scott


Scott  Thomas, MLS
Head of Information Technologies and Technical Services Scranton Public Library 
Lackawanna County Library System
2006 N. Main Ave.
Scranton, PA 18508
Ph: 570-207-2379
Fx: 570-348-3020
Email: sc...@albright.org<mailto:sc...@albright.org>

Re: [OPEN-ILS-GENERAL] SQL Library

[McCanna, Terran]

I'm sure we could come up with some reports to add too, if it's something that 
people would find useful.


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


- Original Message -
From: "Geoff Sams" 
To: "Evergreen Discussion Group" 
Sent: Friday, June 12, 2015 10:22:27 AM
Subject: Re: [OPEN-ILS-GENERAL] SQL Library

I might be willing to add some stuff to that myself, though I don’t know that I 
have many SQL queries to contribute, I might have some reports to contribute.

Thanks,
Geoff Sams
Library Manager
Roanoke Public Library

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Kathy 
Lussier
Sent: Friday, June 12, 2015 6:10 AM
To: open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] SQL Library

Hi Don,

A few years ago, the Reports Interest Group created a wiki page for people to 
share SQL reports and one to share sample templates that would be available in 
the reporter. Both pages are accessible from 
http://wiki.evergreen-ils.org/doku.php?id=evergreen-reports.

However, it looks like it didn't gain much traction since there are only a 
handful of reports listed there.

Kathy
On 06/12/2015 06:16 AM, Donald Butterworth wrote:
Colleagues,

At a conference I've been attending this week I learned about Koha's SQL 
Reports Library.

Does Evergreen have something similar?  If not, do you think it would be a good 
idea to create one?

Don

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



--

Kathy Lussier

Project Coordinator

Massachusetts Library Network Cooperative

(508) 343-0128

kluss...@masslnc.org

Twitter: http://www.twitter.com/kmlussier

Re: [OPEN-ILS-GENERAL] OpenSearch Question

[McCanna, Terran]

Some of our libraries choose to have their OPACs default to their branch or 
system by tacking on the physical_loc= parameter to the URL. For example:

https://gapines.org/eg/opac/home?physical_loc=7




Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmcca...@georgialibraries.org 
- Original Message -
From: "Jim Taylor" 
To: "Evergreen Discussion Group" 
Sent: Friday, June 19, 2015 4:56:36 PM
Subject: Re: [OPEN-ILS-GENERAL] OpenSearch Question

Will give it a go.  Thanks.

 

Jim

 

From: Open-ils-general
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of
Kathy Lussier
Sent: Friday, June 19, 2015 3:52 PM
To: open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] OpenSearch Question

 

Hi Jim,

I think if you can do so in this format:

http://evergreen.server.xxx/opac/extras/opensearch/1.1/ORGID/marcxml-full/ti
tle/faith+hope+love?count=100
 

where ORGID is the id of the org unit you are restricting to.

It seemed to work on one of our systems.

Kathy

On 06/19/2015 04:37 PM, Jim Taylor wrote:

Before I give up, after much searching and reading, and assume the answer is
"No".Is there a way to restrict a search like the one below to a particular
library or library Node?

 

 
http://evergreen.server.xxx/opac/extras/opensearch/1.1/-/marcxml-full/title/
faith+hope+love?count=100

 

Thanks.

 

Jim





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

Re: [OPEN-ILS-GENERAL] Patron guides to the OPAC

[McCanna, Terran]

It's on my to-do list to re-do all of our patron help pages this summer, so 
thank you for the links!


Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmcca...@georgialibraries.org 
- Original Message -
From: "James Keenan" 
To: "Evergreen Discussion Group" 
Sent: Friday, June 26, 2015 12:54:49 PM
Subject: Re: [OPEN-ILS-GENERAL] Patron guides to the OPAC

Hi Jennifer,

We've made quite a few patron help documents. You can see them here: 
http://www.cwmars.org/content/using-online-catalog

Here's a list of everything currently available on http://www.cwmars.org .

Searching the Online Catalog
The Online Catalog: The Basic Search Screen
The Online Catalog: Basic Search Tips
Basic Search Tips cheat sheet (PDF - Right Click to Save)
All About Basic Search in the Catalog (PDF - Right Click to Save)
What do I do if there are no results for my search?
What does "sort by relevance" mean?
Troubleshooting the "Stay logged in" feature of the catalog

Browsing the Online Catalog
How to Browse the Catalog
 
Holds
How to Place Holds
Suspending, Activating, and Cancelling Holds
Advanced Hold Options
Group Formats and Editions

Renewing Materials
Renewing Materials through the online catalog
 
Your Online Account
How do I get an Online Account?
Logging in to Your Account
Forgot your password?
The My Account page
Account Preferences -- Personal Information
Account Preferences -- Notification Preferences
Account Preferences -- Search & History
My Account (PDF document - Right Click to Save)
What if I can't get into My Account?
Why Don't I Get Email Notices?

The My Lists Page
The My Lists Page
Creating a List
Seeing Your List in the Catalog
Setting a Default List
Adding to an Existing List
The Temporary List
Moving Items from a Temporary List
Actions for Items on Your Lists
Sorting Items on Your Lists
Adding a Note to a List Item
Deleting an item from a list
Deleting a List
Downloading a CSV file
Sharing Your List

SMS Messaging
Sending yourself a text message from the online catalog

Jim

Jim Keenan
Library Applications Supervisor
jkee...@cwmars.org
508-755-3323 x23
 
C/W MARS
67 Millbrook St., Suite 201
Worcester, MA 01606

   Save a tree! Please don't print this e-mail unless it's really necessary.
Currently reading Becoming Queen Victoria  by Kate Williams.


-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Walz, 
Jennifer
Sent: Friday, June 26, 2015 11:37 AM
To: Evergreen Discussion Group
Subject: [OPEN-ILS-GENERAL] Patron guides to the OPAC

All -

 Before I try searching the vast web and coming up empty, I was wondering if 
anyone has created OPAC user guides for  Evergreen for your location?   It 
would be great to look at some examples before I plunge into creating my own 
from scratch. We have one for our former online catalog if you want to see 
what I am talking about:  
https://drive.google.com/file/d/0By-INd8BEwy-S010d3I5Zl9wTU0/view?usp=sharing  

  I'd be grateful if there were others to look at. Anyone have specific 
guides for the "my account" feature?   

Thanks so much!

Jennifer
--
Jennifer Walz, MLS - Head of Research & Distance Services Kinlaw Library -  
Asbury University One Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269
jlw...@asbury.edu

Re: [OPEN-ILS-GENERAL] Feedback requested on patron editor in web client

[McCanna, Terran]

Hi Kathy, 

I'm unable to open your Google link (permission error), but I got a peek at 
Bill's work a month or so ago and it looked great and it responded very 
quickly. I know he's made some changes since I saw it last, though, so my 
comments are based on memory.

1) In my experience, very few people ever use the view required, suggested or 
all fields links, and for those people that do, I think having those options at 
the top would be appropriate.

2) I don't mind the floating Save and Save/Clone buttons except when they 
overlap other page elements. I also wouldn't mind having them at the bottom of 
the form - I understand the point about keeping scrolling to a minimum, but I 
also like the idea of encouraging staff to review the entire form for 
errors/incomplete information each time it is updated. I wouldn't want the 
buttons at the top unless they stuck on screen when the screen was scrolled 
down. This would be a different approach from any of the other screens, but the 
floating box is already a different approach than the other screens. 

Also - what about the alerts that appear under the Save button if there are 
matching patron names/addresses? Those tend to overlap on a small resolution 
monitor in the current client too (not sure if Bill was able to find a better 
way to display those already). 


Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmcca...@georgialibraries.org 
- Original Message -
From: "Kathy Lussier" 
To: "Evergreen Discussion Group" 
Sent: Thursday, July 9, 2015 4:00:44 PM
Subject: [OPEN-ILS-GENERAL] Feedback requested on patron editor in web client

Hi all,

MassLNC has been working with Bill Erickson on a project to move the 
patron editor to AngularJS. As with the other pieces of the web client 
project, we are looking at maintaining feature parity with the old client.

Bill has begun the work and has created a semi-functional wireframe to 
demonstrate the layout of the form. The wireframe brings up one area 
where an element that worked well in the xul client may not work so well 
in the web client.

In the xul client, we have a floating box to the right of the form where 
the Save and Save & Clone buttons are available as well as the options 
to show required, suggested or all fields. The floating box follows you 
along as you scroll up and down the form so that the Save buttons are 
always in easy reach.

The same thing happens in the new Angularized editor, but I'm not sure 
it works as well in the web client. I think it might be a good time to 
consider whether the way we handled this in the old client is the way we 
should handle it in the web client or if there are other ways we might 
be able to provide these options.

I have a screencast showing the current version of the new patron 
editor. 
https://drive.google.com/file/d/0B74gDMUDwDXqM3NjbTZfRjY3RW8/view?usp=drivesdk

At a typical screen resolution, the box with the save options travels 
with you without much trouble, although it does get a little awkward 
when you're scrolling over the separators with the green background. If 
you reduce the screen resolution, we do see a problem where the Save 
area overlaps with the input boxes. I don't know how much of a problem 
this will be since it seems to work fine at resolutions used by 
desktops, laptops, and tablets. However, it could be problematic at 
resolutions used on phones.

I have a couple of questions:

1. Although I strongly believe the Save and the Save & Clone buttons 
should be in easy reach of the user at any location in the patron 
registration form, I'm not so sure that the options to view required, 
suggested or all fields needs to be there. What do you all think? Are 
those options that you are likely to click when you are at different 
places in the form? Or is it something you set as soon as you load the 
form? If it's the latter, I think the top of the patron registration 
form might be a nice location for them.

2. Is the floating box the best location for the Save and Save & Clone 
buttons or is there some other way we can keep these options in easy 
reach. When we first started working on this project, I looked at the 
mockup Julia Lima worked on for the Evergreen UI Style Guide project as 
a reference. 
http://media.tumblr.com/69beec7802a938b889bdfa80c7e0d54b/tumblr_inline_nkn0okinXl1t572gy.png

She had placed the "Save" button along the top bar, but I could only see 
that working if the top navigation bar in the web client stuck to the 
top of the screen. We could certainly place the Save buttons at both the 
top and bottom of the screens, but the form is long enough that I could 
see cases where you would be in the middle of the form when you hit your 
save point.

Any ideas on how we might be able to offer easy access to these Save 
options in a different way?

Thanks in advance!
Kathy

Kathy Lussier
Project Coordinator
Massachusetts Librar

Re: [OPEN-ILS-GENERAL] Feedback requested on patron editor in web client

[McCanna, Terran]

Thanks Kathy!

The only thing I would add to my earlier comments is that if the floating box 
stays, it should float on top of everything else, and not run behind.


Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmcca...@georgialibraries.org 
- Original Message -
From: "Kathy Lussier" 
To: open-ils-general@list.georgialibraries.org
Sent: Thursday, July 9, 2015 4:38:43 PM
Subject: Re: [OPEN-ILS-GENERAL] Feedback requested on patron editor in web 
client

Sorry folks! I made the screencast public so that you all can actually 
view it.

Kathy

On 07/09/2015 04:26 PM, McCanna, Terran wrote:
> Hi Kathy,
>
> I'm unable to open your Google link (permission error), but I got a peek at 
> Bill's work a month or so ago and it looked great and it responded very 
> quickly. I know he's made some changes since I saw it last, though, so my 
> comments are based on memory.
>
> 1) In my experience, very few people ever use the view required, suggested or 
> all fields links, and for those people that do, I think having those options 
> at the top would be appropriate.
>
> 2) I don't mind the floating Save and Save/Clone buttons except when they 
> overlap other page elements. I also wouldn't mind having them at the bottom 
> of the form - I understand the point about keeping scrolling to a minimum, 
> but I also like the idea of encouraging staff to review the entire form for 
> errors/incomplete information each time it is updated. I wouldn't want the 
> buttons at the top unless they stuck on screen when the screen was scrolled 
> down. This would be a different approach from any of the other screens, but 
> the floating box is already a different approach than the other screens.
>
> Also - what about the alerts that appear under the Save button if there are 
> matching patron names/addresses? Those tend to overlap on a small resolution 
> monitor in the current client too (not sure if Bill was able to find a better 
> way to display those already).
>
>
> Terran McCanna
> PINES Program Manager
> Georgia Public Library Service
> 1800 Century Place, Suite 150
> Atlanta, GA 30345
> 404-235-7138
> tmcca...@georgialibraries.org
> - Original Message -
> From: "Kathy Lussier" 
> To: "Evergreen Discussion Group" 
> Sent: Thursday, July 9, 2015 4:00:44 PM
> Subject: [OPEN-ILS-GENERAL] Feedback requested on patron editor in web client
>
> Hi all,
>
> MassLNC has been working with Bill Erickson on a project to move the
> patron editor to AngularJS. As with the other pieces of the web client
> project, we are looking at maintaining feature parity with the old client.
>
> Bill has begun the work and has created a semi-functional wireframe to
> demonstrate the layout of the form. The wireframe brings up one area
> where an element that worked well in the xul client may not work so well
> in the web client.
>
> In the xul client, we have a floating box to the right of the form where
> the Save and Save & Clone buttons are available as well as the options
> to show required, suggested or all fields. The floating box follows you
> along as you scroll up and down the form so that the Save buttons are
> always in easy reach.
>
> The same thing happens in the new Angularized editor, but I'm not sure
> it works as well in the web client. I think it might be a good time to
> consider whether the way we handled this in the old client is the way we
> should handle it in the web client or if there are other ways we might
> be able to provide these options.
>
> I have a screencast showing the current version of the new patron
> editor.
> https://drive.google.com/file/d/0B74gDMUDwDXqM3NjbTZfRjY3RW8/view?usp=drivesdk
>
> At a typical screen resolution, the box with the save options travels
> with you without much trouble, although it does get a little awkward
> when you're scrolling over the separators with the green background. If
> you reduce the screen resolution, we do see a problem where the Save
> area overlaps with the input boxes. I don't know how much of a problem
> this will be since it seems to work fine at resolutions used by
> desktops, laptops, and tablets. However, it could be problematic at
> resolutions used on phones.
>
> I have a couple of questions:
>
> 1. Although I strongly believe the Save and the Save & Clone buttons
> should be in easy reach of the user at any location in the patron
> registration form, I'm not so sure that the options to view required,
> suggested or all fields needs to be there. What do you all think? Are
> those options that you are likely to click when you are at differe

Re: [OPEN-ILS-GENERAL] Hours of library open / close

[McCanna, Terran]

We have a number of libraries that have unusual operating hour patterns that 
the current system doesn't accommodate. Some have seasonal differences, some 
are open every other Saturday, some are on a skeleton crew so are open some 
days in two shifts (4 hours in the morning, for hours in the evening, but 
closed for a couple of hours in the middle type of thing). 

On a related topic, if the operating hours were not part of the org unit 
settings, but were in a different area that we could allow the libraries to 
update (perhaps in the library settings editor, or in a different area 
entirely), it would be a lot easier to keep up to date.

Now that the library pages with the hours and contact info are available, it 
would be really nice to at least have a notes field where we could add notes 
specific to a particular library's hours. It would also be nice for it to 
display upcoming scheduled closures from the Closed Dates Editor. 


Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmcca...@georgialibraries.org 
- Original Message -
From: "Ben Shum" 
To: "Evergreen Discussion Group" 
Sent: Monday, July 13, 2015 7:19:57 PM
Subject: Re: [OPEN-ILS-GENERAL] Hours of library open / close

Hi Jennifer,

I've often wondered about this myself since some of our libraries also
have periodic shifts to "summer" hours, or even "renovation" hours of
service as they go through lifecycles.  So yes, it seems like your
idea might prove to be a helpful one to even public libraries, not
just academic libraries.

I can't commit to anything new at this time, but maybe you or others
might find this to be a worthy contender for feature development in
future Evergreen releases.  Certainly sounds like a good wishlist idea
anyways.

-- Ben

On Mon, Jul 13, 2015 at 4:51 PM, Walz, Jennifer  wrote:
> All –
>
>
>
>   We are an academic library and the library hours change from “during the
> semester” to “summer” to “holiday” hours.
>
>
>
>   Is there any way to have several Org unit calendars where we can switch
> easily between these things? Our general open / close times are during
> the semester and that does cover most of the year, but the other set times
> it would be nice to have a block calendar change for the whole org unit.
>
>
>
> Any ideas?  Thoughts?
>
>
>
> Thanks!
>
>
>
> Jennifer
>
> --
> Jennifer Walz, MLS - Head of ILS changes
> Kinlaw Library -  Asbury University
> One Macklem Drive, Wilmore, KY 40390
> 859-858-3511 ext. 2269
> jlw...@asbury.edu
>
>



-- 
Benjamin Shum
Evergreen Systems Manager
Bibliomation, Inc.
24 Wooster Ave.
Waterbury, CT 06708
203-577-4070, ext. 113

Re: [OPEN-ILS-GENERAL] Hours of library open / close

[McCanna, Terran]

Thank you, Rogan!


Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmcca...@georgialibraries.org 
- Original Message -
From: "Rogan Hamby" 
To: "Evergreen Discussion Group" 
Sent: Tuesday, July 14, 2015 4:07:00 PM
Subject: Re: [OPEN-ILS-GENERAL] Hours of library open / close

I'll enter it as a wishlist but reference the existing wishlist item.

On Tue, Jul 14, 2015 at 3:50 PM, Walz, Jennifer  wrote:

> All -
>
>  Thanks for the insights on this.   I figured this was the case.I have
> no programing skills and don't know people who do for Evergreen.
>
>  How do I submit the bug / feature / wish list thing? Maybe some kind
> person would do that for me on behalf of others who would like the same
> features?
>
> Thanks!
>
> Jennifer
> --
> Jennifer Walz, MLS - Head of ILS Mysteries
> Kinlaw Library -  Asbury University
> One Macklem Drive, Wilmore, KY 40390
> 859-858-3511 ext. 2269
> jlw...@asbury.edu
>
> -Original Message-
> From: Open-ils-general [mailto:
> open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Ben Shum
> Sent: Monday, July 13, 2015 7:20 PM
> To: Evergreen Discussion Group
> Subject: Re: [OPEN-ILS-GENERAL] Hours of library open / close
>
> Hi Jennifer,
>
> I've often wondered about this myself since some of our libraries also
> have periodic shifts to "summer" hours, or even "renovation" hours of
> service as they go through lifecycles.  So yes, it seems like your idea
> might prove to be a helpful one to even public libraries, not just academic
> libraries.
>
> I can't commit to anything new at this time, but maybe you or others might
> find this to be a worthy contender for feature development in future
> Evergreen releases.  Certainly sounds like a good wishlist idea anyways.
>
> -- Ben
>
> On Mon, Jul 13, 2015 at 4:51 PM, Walz, Jennifer  wrote:
> > All –
> >
> >
> >
> >   We are an academic library and the library hours change from “during
> > the semester” to “summer” to “holiday” hours.
> >
> >
> >
> >   Is there any way to have several Org unit calendars where we can switch
> > easily between these things? Our general open / close times are
> during
> > the semester and that does cover most of the year, but the other set
> > times it would be nice to have a block calendar change for the whole org
> unit.
> >
> >
> >
> > Any ideas?  Thoughts?
> >
> >
> >
> > Thanks!
> >
> >
> >
> > Jennifer
> >
> > --
> > Jennifer Walz, MLS - Head of ILS changes Kinlaw Library -  Asbury
> > University One Macklem Drive, Wilmore, KY 40390
> > 859-858-3511 ext. 2269
> > jlw...@asbury.edu
> >
> >
>
>
>
> --
> Benjamin Shum
> Evergreen Systems Manager
> Bibliomation, Inc.
> 24 Wooster Ave.
> Waterbury, CT 06708
> 203-577-4070, ext. 113
>



-- 

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 

Re: [OPEN-ILS-GENERAL] Web Client Design - Fixed Page Elements?

[McCanna, Terran]

What if, when viewed at smaller than a certain size, it not only shrank down 
the menu but also simplified it so that it looked more like a narrow bar on an 
app? Just high enough to be usable on small touch-screen tablets or notepads 
with Home and Back buttons (or Cancel and Save buttons on screens that are 
being edited, or an Edit button on screens that can be edited), and a Menu 
button that gives a dropdown list of the other options? It could be that 
simple, or perhaps have one or two other context-sensitive buttons appear on 
certain screens. 

I wouldn't ever expect the client to be fully functional on a little smartphone 
screen (although access to certain pieces would be really useful in a pinch), 
but there are lots of scenarios where being able to use the majority of the 
functions on a small tablet would be wonderful. I've also worked with library 
staff who have poor vision and like their monitors to be set at extremely low 
resolutions, and this type of behavior would be good for them as well.

(I like Jason's color-coding of the Cancel vs Save buttons as an additional 
visual cue, too.)


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


- Original Message -
From: "Jason A Boyer" 
To: "Evergreen Discussion Group" 
Sent: Monday, July 13, 2015 8:23:07 AM
Subject: Re: [OPEN-ILS-GENERAL] Web Client Design - Fixed Page Elements?

I like this idea a lot, and I have a thought on how to avoid wasting a lot of 
vertical space while doing it. I don't know how complex it would be since I 
haven't looked at the angular code much, but if the save/cancel options could 
take the place of the Check Out, Items Out, etc. options at the top that 
wouldn't require any additional space. It would also make it clear that you've 
chosen to edit this record and to move on to something else you need to either 
choose to save it or abandon your changes. I would even go so far as to say 
that I'd like to adopt the Android and iOS convention that the "data-loss" 
(Cancel in this case) option be red while the Save option be blue like the 
other interface elements. It's something I could see used in several places 
(and possibly make the angular-ization of any interface that doesn't follow 
this convention more desirable, possibly getting more hands involved, etc.)

Jason

--
Jason Boyer
Indiana State Library
http://library.in.gov/

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Dan 
Wells
Sent: Friday, July 10, 2015 3:14 PM
To: 'open-ils-general'
Subject: [OPEN-ILS-GENERAL] Web Client Design - Fixed Page Elements?

Hello all,

This came up in Kathy's recent thread asking about the patron editor, and 
rather than hijack that thread, I'd like to broaden the conversation a little, 
because the same usability issues will affect many areas of the staff client.

To cut straight to the point, I strongly believe that using fixed position for 
large portions of the staff client interface will have a major positive effect 
on usability.  This has been applied and proven in desktop applications for 
decades, and is now being rediscovered within the browser environment as web 
"pages" become applications.  There is plenty of evidence out there to support 
this stance, but here is a quick read which highlights the point well: 
http://www.smashingmagazine.com/2012/09/11/sticky-menus-are-quicker-to-navigate/

If we consider the mockups from our design internship a few months back, in the 
screenshot Kathy referenced, the entire top area (and, in this case, the right 
sidebar) would ideally be fixed position.  The only scrolling area should be 
the actual form.  For any who attended my talk on design at the conference, 
this is exactly the concern of rule of thumb #3: "Scroll the data, not the 
interface", with "data" broadly including all information and workspaces which 
are not "the program".  (Here is Kathy's screenshot link again for reference: 
http://media.tumblr.com/69beec7802a938b889bdfa80c7e0d54b/tumblr_inline_nkn0okinXl1t572gy.png
 )

The main complaint driven at fixed screen elements is that they take up too 
much space.  They do take up space, obviously, but with the amount of use these 
elements get on a moment by moment basis, the space is well worth taking.  In 
cases where more workspace is truly of benefit, we are better off using fixed 
position with a "hide" option (auto or manual) than we would be with using 
scroll, as we can retain the clear benefits of persistent availability and 
predictability.  (Expert users might also choose to do without some toolbars 
and rely on keyboard shortcuts, but that sort of use will never be feasible for 
many staff client users and scenarios.)

As the Smashing Magazine article points out, the easiest way to understand the 
situation is to simply imagine other software working with fully-scrolling 
interf

Re: [OPEN-ILS-GENERAL] Web Client Design - Fixed Page Elements?

[McCanna, Terran]

I love it!

Does it scale nicely to small screens?

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


- Original Message -
From: "Kathy Lussier" 
To: open-ils-general@list.georgialibraries.org
Sent: Wednesday, July 22, 2015 1:43:07 PM
Subject: Re: [OPEN-ILS-GENERAL] Web Client Design - Fixed Page Elements?

Hi all,

I just wanted to report back that I submitted something in LP with some 
code attached to make the main navigation menu a fixed element.

The LP bug is available at 
https://bugs.launchpad.net/evergreen/+bug/1474455.

A small screencast showing the new behavior for the navigation menu is 
available at

https://drive.google.com/file/d/0B74gDMUDwDXqWWFLbDhLV3p3bzg/view?usp=sharing

Kathy



On 07/10/2015 03:14 PM, Dan Wells wrote:
>
> Hello all,
>
> This came up in Kathy’s recent thread asking about the patron editor, 
> and rather than hijack that thread, I’d like to broaden the 
> conversation a little, because the same usability issues will affect 
> many areas of the staff client.
>
> To cut straight to the point, I strongly believe that using fixed 
> position for large portions of the staff client interface will have a 
> major positive effect on usability.  This has been applied and proven 
> in desktop applications for decades, and is now being rediscovered 
> within the browser environment as web “pages” become applications. 
> There is plenty of evidence out there to support this stance, but here 
> is a quick read which highlights the point well: 
> http://www.smashingmagazine.com/2012/09/11/sticky-menus-are-quicker-to-navigate/
>
> If we consider the mockups from our design internship a few months 
> back, in the screenshot Kathy referenced, the entire top area (and, in 
> this case, the right sidebar) would ideally be fixed position.  The 
> only scrolling area should be the actual form.  For any who attended 
> my talk on design at the conference, this is exactly the concern of 
> rule of thumb #3: “Scroll the data, not the interface”, with “data” 
> broadly including all information and workspaces which are not “the 
> program”.  (Here is Kathy’s screenshot link again for reference: 
> http://media.tumblr.com/69beec7802a938b889bdfa80c7e0d54b/tumblr_inline_nkn0okinXl1t572gy.png
>  
> )
>
> The main complaint driven at fixed screen elements is that they take 
> up too much space.  They do take up space, obviously, but with the 
> amount of use these elements get on a moment by moment basis, the 
> space is well worth taking.  In cases where more workspace is truly of 
> benefit, we are better off using fixed position with a “hide” option 
> (auto or manual) than we would be with using scroll, as we can retain 
> the clear benefits of persistent availability and predictability.  
> (Expert users might also choose to do without some toolbars and rely 
> on keyboard shortcuts, but that sort of use will never be feasible for 
> many staff client users and scenarios.)
>
> As the Smashing Magazine article points out, the easiest way to 
> understand the situation is to simply imagine other software working 
> with fully-scrolling interfaces.  In this imaginary scenario, when you 
> are using a word processor, a spreadsheet application, or even a 
> browser itself, all of your menus, toolbars, tabs, etc., would simply 
> scroll off the screen as soon as you tried to scroll down to see 
> additional content.  It’s likely that some ancient desktop software 
> did exactly that, but if they did, they are now extinct, and not 
> without good reason.
>
> Another valid concern sometimes raised is the effect a rich, fixed 
> interface might have on a small screen appliance, like a phone.  This 
> topic should be addressed, but I believe it is best kept separate from 
> the problems at hand, which are already large enough.  My personal 
> stance would be that a full, first-class staff client interface on a 
> small screen device is not a realistic concern for a community of our 
> size, needs, and capabilities.  Our bar for using the full client on 
> phones should be “not impossible”, and then we can re-dedicate a 
> portion of our energy to creating limited, purpose-built interfaces 
> for functions of known value on small devices (e.g. inventory 
> scanning), and which are also likely to best include some fixed top 
> and/or bottom elements.
>
> I also want to emphasize that none if this is meant to disparage the 
> work which has been done so far.  It is much harder to make something 
> out of nothing than to take something and make it better.  I also 
> acknowledge that, while I have spent large amounts of time studying 
> the web client, I have found zero time to contribute to the actual web 
> client code.  That said, if we can help establish consensus around 
> where we want to end up, I know I would feel more comfortable jumping 
> in, and I suspect others might as w

Re: [OPEN-ILS-GENERAL] Feedback requested on patron editor in web client

[McCanna, Terran]

I like it! 


Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmcca...@georgialibraries.org 
- Original Message -
From: "Kathy Lussier" 
To: open-ils-general@list.georgialibraries.org
Sent: Tuesday, July 28, 2015 9:39:41 AM
Subject: Re: [OPEN-ILS-GENERAL] Feedback requested on patron editor in web 
client

Hi all,

Thanks to everyone on the feedback you provided for the patron editor. 
I've created a mock-up based on the feedback - 
http://www.screencast.com/t/4lcqzkcxedgN.

The idea is that all of the elements above the Patron Edit heading in 
this interface would remain fixed to the top of the interface. This 
mock-up displays the edit view of the registration/edit form. The tabs 
that bring you to the different areas of the patron record (check out, 
items out, holds, etc.) would be fixed as well, which fits in with the 
easy access we have to those buttons in the existing client.

Although people didn't think it was necessary to keep the display 
options accessible at all times, I put those in the fixed area primarily 
because it made the best use of the space available.

Let me know if you have any feedback on this mock-up!

Kathy

On 07/10/2015 02:21 PM, Jason Etheridge wrote:
> For what it's worth, I've seen mobile web pages that use floating top
> and bottom bars to good effect.
>

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

Re: [OPEN-ILS-GENERAL] TPAC and Display of the Summaries & More...can you help?

[McCanna, Terran]

Hi Tony,

I believe you would want to look at

1) openils\var\templates\opac\parts\record\summaryplus.tt2

and maybe

2) openils\var\templates\opac\css\style.css.tt2  (where it refers to 
.rdetail-extras-summary )



I hope that helps!



Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmcca...@georgialibraries.org 
- Original Message -
From: "Tony Bandy" 
To: "Evergreen Discussion Group" 
Sent: Wednesday, August 12, 2015 3:03:53 PM
Subject: [OPEN-ILS-GENERAL] TPAC and Display of the Summaries & More...can  
you help?

Hello everyone,

I've been whacking away at this for a few days now and not having much 
luckthought I would toss this out to the group in case you have solved this 
already.

Upshot:  We're running Evergreen 2.7.2 hosted and want to change/edit how the 
summary statement shows up on the TPAC.

---

Try this search:  http://blanchester.cool-cat.org/eg/opac/record/948395.

Once the record appears on the screen, scroll down to the Summaries & More to 
expand the section.

If I wanted to edit how this displays in the TPAC,  for example removing the 
line break and pushing the "Provided by publisher" back up to the main 
paragraph, how would I do this?

If it was just regular html code, it would be a simple matter of removing the 
line break.  However, since the tpac is using *.tt2 files-which file builds 
these results?

I thought it might be the extras.tt2 file, but after perusing that one for a 
while, I'm not seeing anything.

---

I'm no expert, just trying to fix our TPAC, so if you can share any fixes, tips 
or tricks, I would really appreciate it!

Thanks in advance for your thoughts

--Tony


Tony Bandy
to...@ohionet.org
OHIONET
1500 West Lane Ave.
Columbus, OH  43221-3975
614-484-1074 (Direct)
614-486-2966 x19

Re: [OPEN-ILS-GENERAL] TPAC and Display of the Summaries & More...can you help?

[McCanna, Terran]

Hmmph... yes, it looks like it's treating the content from each node the same 
regardless of which subfield it came from. 

Because of that, if you removed line 6 from the summaryplus.tt2 files, it would 
remove all the line breaks and if there were multiple 520s it would run them 
all together. 


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

- Original Message -
From: "Ben Shum" 
To: "Evergreen Discussion Group" 
Sent: Wednesday, August 12, 2015 4:56:53 PM
Subject: Re: [OPEN-ILS-GENERAL] TPAC and Display of the Summaries & More...can 
you help?

Well actually, I think this is an odd MARC issue, where the "Provided
by publisher" line is part of another subfield.  520c, in the case of
that record anyways.

That confuses me slightly cause of the following:

In summaryplus.tt2, the default seems to grab and create spans for
attrs.summaries (which whenever I see attrs, I go to check
misc_util.tt2 to see how it comes up with those attributes).  But in
misc_util.tt2, the attrs.summaries seems to generate using only 520a
data.  No mention of c.  So something is roping in extra content
unexpectedly there.

Otherwise, I would expect that multiple 520 statements would result in
span content that is broken up into separate lines.

-- Ben

On Wed, Aug 12, 2015 at 4:28 PM, McCanna, Terran
 wrote:
> Hi Tony,
>
> I believe you would want to look at
>
> 1) openils\var\templates\opac\parts\record\summaryplus.tt2
>
> and maybe
>
> 2) openils\var\templates\opac\css\style.css.tt2  (where it refers to 
> .rdetail-extras-summary )
>
>
>
> I hope that helps!
>
>
>
> Terran McCanna
> PINES Program Manager
> Georgia Public Library Service
> 1800 Century Place, Suite 150
> Atlanta, GA 30345
> 404-235-7138
> tmcca...@georgialibraries.org
> - Original Message -
> From: "Tony Bandy" 
> To: "Evergreen Discussion Group" 
> Sent: Wednesday, August 12, 2015 3:03:53 PM
> Subject: [OPEN-ILS-GENERAL] TPAC and Display of the Summaries & More...can
>   you help?
>
> Hello everyone,
>
> I've been whacking away at this for a few days now and not having much 
> luckthought I would toss this out to the group in case you have solved 
> this already.
>
> Upshot:  We're running Evergreen 2.7.2 hosted and want to change/edit how the 
> summary statement shows up on the TPAC.
>
> ---
>
> Try this search:  http://blanchester.cool-cat.org/eg/opac/record/948395.
>
> Once the record appears on the screen, scroll down to the Summaries & More to 
> expand the section.
>
> If I wanted to edit how this displays in the TPAC,  for example removing the 
> line break and pushing the "Provided by publisher" back up to the main 
> paragraph, how would I do this?
>
> If it was just regular html code, it would be a simple matter of removing the 
> line break.  However, since the tpac is using *.tt2 files-which file builds 
> these results?
>
> I thought it might be the extras.tt2 file, but after perusing that one for a 
> while, I'm not seeing anything.
>
> ---
>
> I'm no expert, just trying to fix our TPAC, so if you can share any fixes, 
> tips or tricks, I would really appreciate it!
>
> Thanks in advance for your thoughts
>
> --Tony
>
>
> Tony Bandy
> to...@ohionet.org<mailto:to...@ohionet.org>
> OHIONET
> 1500 West Lane Ave.
> Columbus, OH  43221-3975
> 614-484-1074 (Direct)
> 614-486-2966 x19
>



-- 
Benjamin Shum
Evergreen Systems Manager
Bibliomation, Inc.
24 Wooster Ave.
Waterbury, CT 06708
203-577-4070, ext. 113

Re: [OPEN-ILS-GENERAL] TPAC and Display of the Summaries & More...can you help?

[McCanna, Terran]

Aaah, that makes sense now!

Since you're hacking that code anyway, what if you built some additional 
if-then logic into it (I won't try to attempt writing the code at this 
moment)...

for each node (a or c)...
if node is an "a"
set summaryvar = a
else if node is a "c"
set summaryvar = summaryvar + c
end
end

Then you wouldn't have any need to change the summaryplus.tt2

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


- Original Message -
From: "Tony Bandy" 
To: "Evergreen Discussion Group" 
Sent: Wednesday, August 12, 2015 9:24:36 PM
Subject: Re: [OPEN-ILS-GENERAL] TPAC and Display of the Summaries & 
More...can you help?

Hi Ben, Terran, folks,

Thanks much for the replies...I guess I should explain where that subfield C is 
coming in.  I hacked the misc_util.tt2 file to include that extra subfield "c" 
(Our catalogers wanted it to show up in the catalog).  Here's my alterations to 
that file:

  

args.summaries = []; 
 FOR sub IN xml.findnodes('//*[@tag="520"]/*[@code="a" or @code=”c”]'); 
   args.summaries.push(sub.textContent); 
END; 
 args.summary = (args.summaries.size) ? args.summaries.0 : '';

  

As far as it goes, it's not the end of the world...I was just curious if this 
was possibleI guess I'm so used to dealing with regular HTML that the *.tt2 
files are still somewhat mysterious

Appreciate you taking a look at this!

--Tony


From: Open-ils-general  on 
behalf of McCanna, Terran 
Sent: Wednesday, August 12, 2015 5:48 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] TPAC and Display of the Summaries & More...can 
you help?

Hmmph... yes, it looks like it's treating the content from each node the same 
regardless of which subfield it came from.

Because of that, if you removed line 6 from the summaryplus.tt2 files, it would 
remove all the line breaks and if there were multiple 520s it would run them 
all together.


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

- Original Message -
From: "Ben Shum" 
To: "Evergreen Discussion Group" 
Sent: Wednesday, August 12, 2015 4:56:53 PM
Subject: Re: [OPEN-ILS-GENERAL] TPAC and Display of the Summaries & More...can 
you help?

Well actually, I think this is an odd MARC issue, where the "Provided
by publisher" line is part of another subfield.  520c, in the case of
that record anyways.

That confuses me slightly cause of the following:

In summaryplus.tt2, the default seems to grab and create spans for
attrs.summaries (which whenever I see attrs, I go to check
misc_util.tt2 to see how it comes up with those attributes).  But in
misc_util.tt2, the attrs.summaries seems to generate using only 520a
data.  No mention of c.  So something is roping in extra content
unexpectedly there.

Otherwise, I would expect that multiple 520 statements would result in
span content that is broken up into separate lines.

-- Ben

On Wed, Aug 12, 2015 at 4:28 PM, McCanna, Terran
 wrote:
> Hi Tony,
>
> I believe you would want to look at
>
> 1) openils\var\templates\opac\parts\record\summaryplus.tt2
>
> and maybe
>
> 2) openils\var\templates\opac\css\style.css.tt2  (where it refers to 
> .rdetail-extras-summary )
>
>
>
> I hope that helps!
>
>
>
> Terran McCanna
> PINES Program Manager
> Georgia Public Library Service
> 1800 Century Place, Suite 150
> Atlanta, GA 30345
> 404-235-7138
> tmcca...@georgialibraries.org
> - Original Message -
> From: "Tony Bandy" 
> To: "Evergreen Discussion Group" 
> Sent: Wednesday, August 12, 2015 3:03:53 PM
> Subject: [OPEN-ILS-GENERAL] TPAC and Display of the Summaries & More...can
>   you help?
>
> Hello everyone,
>
> I've been whacking away at this for a few days now and not having much 
> luckthought I would toss this out to the group in case you have solved 
> this already.
>
> Upshot:  We're running Evergreen 2.7.2 hosted and want to change/edit how the 
> summary statement shows up on the TPAC.
>
> ---
>
> Try this search:  http://blanchester.cool-cat.org/eg/opac/record/948395.
>
> Once the record appears on the screen, scroll down to the Summaries & More to 
> expand the section.
>
> If I wanted to edit how this displays in the TPAC,  for example removing the 
> line break and pushing the "Provided by publisher" back up to the main 
> paragraph, how woul

Re: [OPEN-ILS-GENERAL] Introduction

[McCanna, Terran]

Welcome to the community, Danell, Kristi, Matthew, and Jennifer!

I've been an Evergreen user since 2009, but I've only started becoming involved 
in the broader community in the past two years so I still feel relatively new, 
but I participate as much as I am able to. People are very helpful, and I find 
it very gratifying to be able to play a part in improving the product and the 
documentation and seeing it make a difference (even if it's in a very small way 
- one of my bug fixes involved getting rid of a stray semicolon in the OPAC!)

Best of luck with your upcoming migration, Kristi. I think you'll be very happy 
with how all of the improvements that have been made to the software since you 
were with Indiana. 


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