[OPEN-ILS-GENERAL] Circulation Interest Group meets at the Evergreen International Conference!

Good afternoon - Circulation is the reason for all of the other functions of a library. Circulation staff rock! On Friday, April 26, at 8:00 a.m., anyone working in or interested in library circulation is invited to meet to share best practices, ask questions, and to give and receive support

Re: [OPEN-ILS-GENERAL] Circulation Limit Sets

I was not aware it could get that complicated. In the end we went with the checkout library winning so that the checkout period were what the patron were used too. Thanks, Jordan On Thu, Dec 22, 2016 at 12:53 PM, Jason Stephenson wrote: > Jordan, > > You can set the

Re: [OPEN-ILS-GENERAL] Circulation Limit Sets

Jordan, You can set the matchpoints up so that the library that owns the item wins. In that case, the circulation policies and limits of the item owning library will apply. It's not a simple switch. There's no on-off option for this. You have to reconfigure the matchpoints. You can also make

Re: [OPEN-ILS-GENERAL] Circulation Limit Sets

-ils-general-boun...@list.georgialibraries.org] On Behalf Of Aubrey Area Library Sent: Thursday, December 22, 2016 1:38 PM To: Evergreen Discussion Group <open-ils-general@list.georgialibraries.org> Subject: Re: [OPEN-ILS-GENERAL] Circulation Limit Sets Hey Scott, Basically circulatio

Re: [OPEN-ILS-GENERAL] Circulation Limit Sets

Scott, The answer to your question mostly comes down to what circulation matchpoints apply to the circulation and what limit sets apply to those matchpoints. (It can be, and likely is, more complicated, but let us forget that for a moment.) If the matchpoint comes from the library doing the

Re: [OPEN-ILS-GENERAL] Circulation Limit Sets

Hey Scott, Basically circulation/hold policies are applied at the circulating library. If your library does not have a holds limit then your patrons are free to place as many holds as they wish, both at your library and other libraries in you resource sharing situation. Same with checkout. I am

[OPEN-ILS-GENERAL] Circulation Limit Sets

I have a question about Circulation Limit Sets. I know the policy is applied to the Owning Library, but I was wondering how it would work in a resource sharing situation. Say Library X has a Circulation Limit of 5 DVDs and Library Y has no circulation limits at all. A patron at Library Y places

Re: [OPEN-ILS-GENERAL] Circulation history for patrons?

...@list.georgialibraries.org] *On Behalf Of *Mary Jinglewski *Sent:* Friday, July 10, 2015 10:19 AM *To:* Evergreen Discussion Group *Subject:* Re: [OPEN-ILS-GENERAL] Circulation history for patrons? Hi Jennifer, There is the ability to keep Check Out History, as you previously found

Re: [OPEN-ILS-GENERAL] Circulation history for patrons?

Hi Jennifer, There is the ability to keep Check Out History, as you previously found. This ability to see Patron Check Out History is not available in the staff client, as it is a privacy concern otherwise. Only patrons logged in through their OPAC account can see this information if they choose

[OPEN-ILS-GENERAL] Circulation history for patrons?

All - Ok, while I'm on this kick... I'm playing with the items in the My Account for our patrons, and I am curious about the button for Check Out History in the Items Checked Out tab. Where does that information come from? Is there a toggle for each patron to keep track of their items?

Re: [OPEN-ILS-GENERAL] Circulation history for patrons?

Hi Jennifer, Saving checkout and holds history is something that each patron must turn on if they want it. Staff cannot see the histories, only the patron can and they must be logged in to do so. Neither setting can be made retroactive, only items that are checked out or placed on hold *after*

Re: [OPEN-ILS-GENERAL] Circulation Limit Sets, frustrations...

: Thomas Berezansky tsb...@mvlc.org To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org Sent: Monday, July 6, 2015 2:59:36 PM Subject: Re: [OPEN-ILS-GENERAL] Circulation Limit Sets, frustrations... Did you add a limit group, circ mod, or copy location to the limit set

[OPEN-ILS-GENERAL] Circulation Limit Sets, frustrations...

I am trying to set up what would seem to me to be a very simple circulation limit set, but I cannot make it work. I am probably missing something very elementary, hive mind, help me, please! Our org structure is very flat: 1 consortia, 42 libraries. Each library shares the patron and item

Re: [OPEN-ILS-GENERAL] Circulation Limit Sets, frustrations...

Did you add a limit group, circ mod, or copy location to the limit set? Without those it doesn't have any way to count copies. Quoting Lindsay Stratton lstrat...@pls-net.org: I am trying to set up what would seem to me to be a very simple circulation limit set, but I cannot make it work. I

[OPEN-ILS-GENERAL] Circulation Limit Sets - apply only when item owning library = checkout library?

I want to set up circulation checkout limits where ONLY materials belonging to, and checked out from, the circulation limit set owning library are limited. Our consortia level policy regarding limiting the number of items to be checked out at one time is to be set per library, applicable to

[OPEN-ILS-GENERAL] Circulation Policies - list?

All - We already have a rather complicated and multipage circ policies list. Is there ANY way that we can view it and print out the WHOLE list? Rather than the view in the staff client where we see only one page at a time and cannot copy or print the whole table. You can also only sort

Re: [OPEN-ILS-GENERAL] Circulation Policies - list?

Hi Jennifer, It is possible to have some control over the display of the Circulation Policies table in the client. If you Right click on the column header row, you'll get a pop-up box with options to sort and choose display fields. Using this sort will apply to the entire table. You can

Re: [OPEN-ILS-GENERAL] Circulation Policies - list?

Personally I agree with Yamil that sql is the best way to go about this. His report is a good basic one. Depending on what you want you could get much more complicated. If you're looking for something to do troubleshooting with, see interaction with the values set in the circ matrix matchpoints,

[OPEN-ILS-GENERAL] circulation rules inheirt

So why is it when I write a Circulation Policy and fill out the fields as I want them to behave and leave some fields blank, like Hard Due Date, (cause I want it to use 2 hour rule) when I close the policy I can see that field on that line says inherit and it behaves as inheriting but I don't want

Re: [OPEN-ILS-GENERAL] circulation policies set up problems

Janice, Regarding the default policy, I think you mean a policy that applies when no other policy configured in the circulation policy table does. To add one of these, set the Permission Group to your most generic one, probably Users and the Org Unit to the top unit in the tree. Leave

[OPEN-ILS-GENERAL] circulation policies set up problems

Still struggling with set up questions: 1. How can you delete a policy you set up and think you don't need? 2. If the default policy was deleted, how can you set up a new one *or* find out which is the real default policy to build from. 3. If you can set the Circulate? or Reference? at the item

Re: [OPEN-ILS-GENERAL] circulation policies set up problems

Hi Janice, Still struggling with set up questions: 1. How can you delete a policy you set up and think you don't need? I usually just set Active? to false. That way it's not live, but you are able to turn it back on if you decide you need it later. 2. If the default policy was deleted, how

Re: [OPEN-ILS-GENERAL] circulation policies set up problems

@list.georgialibraries.org Subject: [OPEN-ILS-GENERAL] circulation policies set up problems Still struggling with set up questions: 1. How can you delete a policy you set up and think you don't need? 2. If the default policy was deleted, how can you set up a new one or find out which is the real default

Re: [OPEN-ILS-GENERAL] Circulation Policy Issue

: [OPEN-ILS-GENERAL] Circulation Policy Issue Still struggling with getting circulation policies set up beyond our Hard Due Dates for any users or even all users. Trying to get a 2 hour check out for reference but it keeps inheriting the check out of a hard due date even though I tell it to use

Re: [OPEN-ILS-GENERAL] Circulation Policy Issue

Still struggling with getting circulation policies set up beyond our Hard Due Dates for any users or even all users. Trying to get a 2 hour check out for reference but it keeps inheriting the check out of a hard due date even though I tell it to use the 2 hour and the Hard due date is blank in the

[OPEN-ILS-GENERAL] Circulation Policy Issue

Managed to get all borrower types checking out material for the appropriate amount of time. Now trying to get Reference material to check out for two hours. It will only check out for the Hard Due Date. Have the Circulation Modifier set to Reference, Location is Reference and have tested with

[OPEN-ILS-GENERAL] Circulation policy setting - circulation duration rules

Hello everyone, I am setting circulation policies for new Evergreen system in Evangelical Theological Seminary Library and I came across a problem with circulation duration rules application when checking out materials. The library has the four patron permission groups. Different circulation

Re: [OPEN-ILS-GENERAL] Circulation policy setting - circulation duration rules

There are a lot of variables here but the first thing I would look at is your circulation matrix matchpoint weights. Those determine how much weight a given policy is calculated for. For example in a local regional consortium maybe you have something like this: Miskatonic University checks out

Re: [OPEN-ILS-GENERAL] Circulation policy setting - circulation duration rules

If renewals are working, and you didn't intend to have renewal-specific rules, I would update the rules to set is_renewal to NULL to see if it fixes things. It being set to true would make the rules only apply to renewals. This can be done with the following SQL statement: UPDATE

Re: [OPEN-ILS-GENERAL] Circulation policy setting - circulation duration rules

Many thanks to both of you for the ideas :-). As Thomas suggested I have updated renewal rule in circulation policy sets (although I have done it in staff client and set the there the „renewals“ value to „unset“). The problem has been solved by that and now circulation duration rules are

[OPEN-ILS-GENERAL] Circulation History Tracking

Hello, I have read that the Evergreen catalog allows patrons to turn on circulation history tracking. Can someone tell me where to find the command to toggle this on? I have turned on the tag circulated items in results flag in the library settings editor, but still am unable to find where

Re: [OPEN-ILS-GENERAL] Circulation History Tracking

Looking at the code, in 2.3, it's still just named Search Preferences. In 2.4 and beyond (around November 26, 2012), the wording was renamed to Search and History Preferences. -- Ben On Tue, Oct 1, 2013 at 2:41 PM, Kathy Lussier kluss...@masslnc.org wrote: Hi Deanna, If a patron goes into

[OPEN-ILS-GENERAL] circulation report

I need to have a circulation report of books written in different languages (e.g. Finnish, Swedish, English etc.). It is easy to have report of all books using Circulation source. I may only specify one source per template and I can't find any option to select the language of the item. How can

Re: [OPEN-ILS-GENERAL] circulation report

Do you have access to run SQL reports or are you limited to using the staff client reporter? On Tue, Sep 10, 2013 at 7:25 AM, Knuutinen Päivi paivi.knuuti...@jns.fiwrote: I need to have a circulation report of books written in different languages (e.g. Finnish, Swedish, English etc.). It is

Re: [OPEN-ILS-GENERAL] circulation report

-ILS-GENERAL] circulation report If this really isn't possible via the reports UI, we can do it via SQL, sure. -- Ystävällisin terveisin Pasi Kallinen ICT-asiantuntija p. 0400-139747 pasi.kalli...@pttk.fi Länsikatu 15 80110 Joensuu Pohjois-Karjalan

Re: [OPEN-ILS-GENERAL] circulation report

- From: Kallinen Pasi pasi.kalli...@pttk.fi To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org Sent: Tuesday, September 10, 2013 1:54:32 PM Subject: Re: [OPEN-ILS-GENERAL] circulation report If this really isn't possible via the reports UI, we can do it via

Re: [OPEN-ILS-GENERAL] circulation report

...@list.georgialibraries.org] k#228;ytt#228;j#228;n Sharp, Chris [csh...@georgialibraries.org] puolesta Lähetetty: 10. syyskuuta 2013 23:03 Vastaanottaja: Evergreen Discussion Group Aihe: Re: [OPEN-ILS-GENERAL] circulation report Pasi and Päivi, The MARC fixed-field Lang code is available via this path

[OPEN-ILS-GENERAL] Circulation patron id question

We are headed into using Evergreen and I notice in the required patron fields, there is a place for an ID number with many libraries suggesting putting a Driver's license number or Other. What do you recommend using for juveniles or adults without a Driver's license? Thanks in advance. J.

[OPEN-ILS-GENERAL] Circulation Modifier

Dear Sir, The following error message occurs when staff attempt to check out book to user. This occurred after we change the circulation modifier for a particular user category. We are unable to reverse this action. We are forced to create another category for those students without any

[OPEN-ILS-GENERAL] Circulation Fine - Need Help

Dear Sir, In Evergreen 2.0.9, the system is not generating fine for overdue books. What settings need to checked for automatically generating the fine amount when the staff open the patron Account Thanking You In Advance -- With Best Regards, Jayaraj J. R. Library Information Assistant IISER

[OPEN-ILS-GENERAL] Circulation Statistics

Greetings Evergreen Community: Earlier this year, we migrated from TLC Library.Solution 3.3.5 to Evergreen 2.1. The migration took place in March. Since then, circulation counts have dropped by approximately 2,500 per month. Originally, I thought my reports in Evergreen weren't counting

Re: [OPEN-ILS-GENERAL] Circulation Statistics

On Tuesday, September 11, 2012 at 9:33:37 AM Chauncey Montgomery montg...@oplin.org wrote: So, I am beginning to suspect that perhaps TLC counted things differently than Evergreen. I have never used or heard of TLC, but here are two things that I have noticed in our migration from Unicorn to

Re: [OPEN-ILS-GENERAL] Circulation Statistics

- From: Chauncey Montgomery montg...@oplin.org To: Evergreen open-ils-general@list.georgialibraries.org Sent: Tuesday, September 11, 2012 9:33:37 AM Subject: [OPEN-ILS-GENERAL] Circulation Statistics Greetings Evergreen Community: Earlier this year, we migrated from TLC Library.Solution

Re: [OPEN-ILS-GENERAL] Circulation stats

-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Ben Shum Sent: September-05-12 5:11 PM To: open-ils-general@list.georgialibraries.org Subject: Re: [OPEN-ILS-GENERAL] Circulation stats Seems to me it depends on how your reports retrieve

[OPEN-ILS-GENERAL] Circulation stats

We were wondering how Evergreen records circulation stats. If an item is sent from one branch to another for a patron to sign out, does Evergreen record the check out as a statistic for the lending branch or the owning branch? When the item is renewed, which branch gets the stat? James Wagner

Re: [OPEN-ILS-GENERAL] Circulation stats

Seems to me it depends on how your reports retrieve data from Evergreen. In the circulation table, Evergreen records the library where the item was circulated from (the lending branch) but you can also retrieve either the item's circulating library or item's volume's owning library (usually

Re: [OPEN-ILS-GENERAL] Circulation stats

James, Are you trying to see if Evergreen could keep TBR stats the way you want to (just in case we get TBR reimbursements again!)? Lori =-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-==-=-=-=-=-=-=-=-= Lori Bowen Ayre // Library Technology Consultant / The Galecia Group Oversight Board Communications

[OPEN-ILS-GENERAL] Circulation Reports

Do you know if renewals are counted as a circulation in Evergreen? We recently migrated from TLC, where renewals were counted separate from circulation in the reports. Just curious. Thanks for the input. Chauncey -- Chauncey G. Montgomery, MLIS Director/Fiscal Officer Community Library

Re: [OPEN-ILS-GENERAL] Circulation Reports

That depends on your report. Renewals are circulations flagged as opac, desk, or phone renewal. Thomas Berezansky Merrimack Valley Library Consortium Quoting Chauncey Montgomery montg...@oplin.org: Do you know if renewals are counted as a circulation in Evergreen? We recently migrated

Re: [OPEN-ILS-GENERAL] Circulation Reports

If you don't specifically exclude them, they are counted just like any other circ. You can separate them out if you like. In the reporter there are 3 fields in the Circulation source, OPAC Renewal, Phone Renewal, and Desk Renewal. If they are ignored renewals are counted, if you filter against

Re: [OPEN-ILS-GENERAL] Circulation Reports

So if I ran a report that counted CIRC ID from the CIRCULATION source, would that only include the counts of circulations and not renewals? In other words, would I need to also include counts of phone, desk, and OPAC renewals to get a full count of activity? Thanks. CM On 05/03/2012 11:03

Re: [OPEN-ILS-GENERAL] Circulation Reports

On Thu, May 3, 2012 at 11:11 AM, Chauncey Montgomery montg...@oplin.org wrote: So if I ran a report that counted CIRC ID from the CIRCULATION source, would that only include the counts of circulations and not renewals?  In other words, would I need to also include counts of phone, desk, and

Re: [OPEN-ILS-GENERAL] Circulation Reports

Excellent. That's exactly what I needed to know. Thanks for all your help and time. CM On 05/03/2012 11:33 AM, Jason Etheridge wrote: On Thu, May 3, 2012 at 11:11 AM, Chauncey Montgomerymontg...@oplin.org wrote: So if I ran a report that counted CIRC ID from the CIRCULATION source, would

[OPEN-ILS-GENERAL] Circulation And Holds Rewrite

I would like to make a number of changes to circulation and holds, but have determined that they will interact with each other significantly code-wise. Thus I am planning to do them as one large project, rather than as smaller chunks that would be difficult to keep working with each other

Re: [OPEN-ILS-GENERAL] Circulation And Holds Rewrite

This shouldn't be construed as implicit endorsement of the whole plan, but I have some initial thoughts below. Overall, it's heading in a good direction, IMO. On Mon, Mar 12, 2012 at 1:20 PM, Thomas Berezansky tsb...@mvlc.org wrote: I would like to make a number of changes to circulation and

Re: [OPEN-ILS-GENERAL] Circulation And Holds Rewrite

Going down your replies... For relative OU matching: I was planning on allow both absolute and relative matching in the same matchpoint, but not on the same *field*. That is, each ou field in the matchpoint would be allowed to be null, a specific OU, or a relative OU. Thus, you could say

[OPEN-ILS-GENERAL] circulation

If I wanted to pull a list of all items that were checked out between two dates, would I look at the table action.circulation? Is each entry in that table an indication of an item being checked out, or does it also include check-ins? If the latter, how do I distinguish between the two?

Re: [OPEN-ILS-GENERAL] circulation

On 12/30/10 8:10 PM, Jesse Ephraim wrote: If I wanted to pull a list of all items that were checked out between two dates, would I look at the table action.circulation? Yes. Is each entry in that table an indication of an item being checked out, or does it also include check-ins?

Re: [OPEN-ILS-GENERAL] circulation

...@list.georgialibraries.org] On Behalf Of Bill Ott Sent: Thursday, December 30, 2010 7:54 PM To: open-ils-general@list.georgialibraries.org Subject: Re: [OPEN-ILS-GENERAL] circulation On 12/30/10 8:10 PM, Jesse Ephraim wrote: If I wanted to pull a list of all items that were checked out between two

Re: [OPEN-ILS-GENERAL] Circulation Inventory

-3718 Fax: 317-232-0002 From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Teresa Hudson Sent: Thursday, November 11, 2010 12:31 PM To: open-ils-general@list.georgialibraries.org Subject: [OPEN-ILS-GENERAL] Circulation

[OPEN-ILS-GENERAL] Circulation Inventory

We are preparing to do an inventory in the near future, this is my first Library inventory. Any ideas on documentation, methods, standards, and procedures would be greatly appreciated. Teresa M. Hudson Circulation Manager Culver Union-Township Public Library 107 N. Main Street

Re: [OPEN-ILS-GENERAL] Circulation and cataloguing questions

Of Smelts, Dorryce (CHT) Sent: November 4, 2010 17:20 To: 'open-ils-general@list.georgialibraries.org' Subject: [OPEN-ILS-GENERAL] Circulation and cataloguing questions Hello all, We're new to Evergreen 1.6 and I wondered if there is a way to easily view holds in (ie, items in the catalogue

Re: [OPEN-ILS-GENERAL] Circulation and cataloguing questions

...@list.georgialibraries.org] On Behalf Of Smelts, Dorryce (CHT) Sent: Friday, November 05, 2010 9:30 AM To: 'Evergreen Discussion Group' Subject: Re: [OPEN-ILS-GENERAL] Circulation and cataloguing questions Kathryn That sounds reasonable! Thanks so much, Dorryce -Original Message- From: open-ils-general-boun

[OPEN-ILS-GENERAL] Circulation and cataloguing questions

Hello all, We're new to Evergreen 1.6 and I wondered if there is a way to easily view holds in (ie, items in the catalogue that patrons have placed requests for ) for which items are not yet checked in, ie, unfulfilled holds. I understand the hold is triggered when the requested item is

Re: [OPEN-ILS-GENERAL] Circulation and cataloguing questions

...@list.georgialibraries.org] On Behalf Of Smelts, Dorryce (CHT) Sent: November 4, 2010 4:20 PM To: 'open-ils-general@list.georgialibraries.org' Subject: [OPEN-ILS-GENERAL] Circulation and cataloguing questions Hello all, We're new to Evergreen 1.6 and I wondered if there is a way to easily view holds in (ie

[OPEN-ILS-GENERAL] circulation statistics

Lately, I reran circ stats that I had run in January. I noticed an increase in some stats which is due to renewals being counted for the month that the original circulation took place. However, I also noticed a decrease in other stats which I can only attribute to items that have been deleted

Re: [OPEN-ILS-GENERAL] circulation statistics

Of Shasta Brewer Sent: Wednesday, June 30, 2010 8:57 AM To: open-ils-general@list.georgialibraries.org Subject: [OPEN-ILS-GENERAL] circulation statistics  Lately, I reran circ stats that I had run in January.  I noticed an increase in some stats which is due to renewals being counted for the month

Re: [OPEN-ILS-GENERAL] Circulation: how much time does a typical clean transaction (in or out; no holds, no fines etc) take?

Hi Dan, In regards to the following: FUD? Nah, that would never happen! If the source is an ILS vendor I know of who runs their client-server communication over telnet, you might want to ask them what happens when the network drops a packet or two (answer: their staff client crashes

[OPEN-ILS-GENERAL] Circulation: how much time does a typical clean transaction (in or out; no holds, no fines etc) take?

Hi All, I've heard that since Evergreen is http based, that typical circulation transaction speeds are slow, an average of 3 seconds from the time a staffer wands the barcode to the time a response arrives. This seems slow. Could any of the larger libraries out there, particularly those with

Re: [OPEN-ILS-GENERAL] circulation scripts

On Sun, Sep 27, 2009 at 6:18 PM, Nuku Ameyibor nayi...@gmail.com wrote: how can you set  circulation  up so that if you are renewing  a book and you are  owing you cannot renew the book or if you are owing a certain amount you cant renew anymore Note: the only thing I'm really familiar with is

Re: [OPEN-ILS-GENERAL] circulation scripts

okay i get this.so how do i set it up so that it uses the the Short/Normal/Extended loan duration field on an item, or the Low/Normal/High fine level field     which are setup when a copy of  the item was being created?   . It's automatic. Say the item has a Loan Duration of Short. And the

[OPEN-ILS-GENERAL] circulation scripts

hello , have a couple of questions which i wold be happy if i could get some verication on 1. how can you set circulation up so that if you are renewing a book and you are owing you cannot renew the book or if you are owing a certain amount you cant renew anymore and how can this be done