Re: [OPEN-ILS-GENERAL] Inventory Item

2015-07-30 Thread Rogan Hamby
There have been several attempts to push for inventory functionality.  GA
PINES worked on speccing one as Elaine mentioned.  There was another
specification made largely by myself and Mike Rylander (though not
exclusively and my memory is now vague of who all was around the table) but
there wasn't enough interest for community funding.  The question I heard
over and over was why would we want to do an inventory?

Within SCLENDS we've talked about approaching the project again and
potentially being able to increase the amount we could put into it but we
still probably would still need to gather funding partners.



On Wed, Jul 29, 2015 at 1:31 PM, Elisabeth Keppler keppl...@forsyth.cc
wrote:

 Forsyth County (NC, not GA) has been hoping that an inventory module would
 be developed but it doesn't appear to be in any of numbered sprints for the
 browser-based client.

 The Sitka model certainly does work.  I strongly recommend breaking the
 collection into clearly defined segments that you can finish in a
 reasonable amount of time, based on shelving locations or whatever works
 for you.  Since batch editing items using the Item Status screen can crash
 if you try to do too many at a time and will prevent you from doing
 anything else in Evergreen at the same time, I usually break my txt file
 into chunks of no more than 250 items.  I've processed 10,000 item files
 over a weekend, but it takes patience.

 Thanks,
 Lise


 --
 Lise Keppler, Technical Services
 Forsyth County Public Library
 2851 Fairlawn Dr
 Winston Salem NC  27106
 336-703-3048




-- 

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] Inventory Item

2015-07-30 Thread Scott Thomas
Thank you, everyone, for your insights. We don't use In Record In-House Use 
very often. Would this work as an ersatz  inventory tool?

Scott

-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Hardy, 
Elaine
Sent: Wednesday, July 29, 2015 1:27 PM
To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] Inventory Item

If the item is checked in or out. The inventory date is set for any item 
scanned during an inventory process and would include items never checked out 
such as non-circulating  collections and those items that are circulating but 
haven't checked out. It helps identify missing copies and other exceptions. You 
can fake an inventory date in Evergreen by checking in the items on the shelf 
all on one date, setting the active/last edit date and then allowing you to run 
reports for items not on the shelf and not checked out for that date.

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 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Jason Stephenson
Sent: Wednesday, July 29, 2015 1:21 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Inventory Item

The active date is set the first time a copy is scanned for check in or 
check out.
It sounds to me like the date that you want.

Quoting Hardy, Elaine eha...@georgialibraries.org:

 Not exactly. The date inventoried is the date an item is confirmed to
 be in the library's collection, either on the shelf or out on loan. It
 is system set during an automated inventory and is separate from
 active or other system dates on an item

 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
 [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of
 Jason Stephenson
 Sent: Wednesday, July 29, 2015 1:15 PM
 To: Evergreen Discussion Group
 Subject: Re: [OPEN-ILS-GENERAL] Inventory Item

 If I understand the question correctly, the active_date on a copy should
 serve this purpose.  This meant to be the date that the copy became live
 in the system.

 Quoting Scott Thomas sc...@albright.org:

 We have been with EG for four months, and this is the first time this
 has come up: there does not appear to be an Inventory Item function
 (at least in 2.6.3). I am not finding a Date Inventoried field in the
 item record nor can I locate a way to inventory an item. Am I missing
 something obvious? If not, how do Evergreen libraries inventory their
 collections?

 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.orgmailto:sc...@albright.org


 --
 Jason Stephenson
 Assistant Director for Technology Services
 Merrimack Valley Library Consortium
 4 High ST, Suite 175
 North Andover, MA 01845
 Phone: 978-557-5891
 Email: jstephen...@mvlc.org


-- 
Jason Stephenson
Assistant Director for Technology Services
Merrimack Valley Library Consortium
4 High ST, Suite 175
North Andover, MA 01845
Phone: 978-557-5891
Email: jstephen...@mvlc.org




Re: [OPEN-ILS-GENERAL] Inventory Item

2015-07-30 Thread Lindsay Stratton
Pioneer uses a system similar to SITKA's, using reports, but we also create 
special inventory accounts. 

The inventory account - libinventory - is used to login to an EG session and 
then each item currently on the shelf in the inventory location is scanned in 
checkin. This changes both the Last Editor and the Last Edit Date for the 
inventoried items. (Here's a link to an example of the inventory report: 
http://plum.pls-net.org/twiki/bin/view/Evergreen/InventoryByShelvingLocationReport)
 

The report can be run on demand, filtered by shelving location. It displays 
item status, item info, create date, circ date, edit date, last editor, holds 
on the bib, and copy notes, and includes ALL items that are, or should be, in 
that location. Once output to Excel, staff can easily sort out items 
inventoried, items in circ, items known to be lost/missing/bad status, and 
items that are actually missing from the shelf. The combination of last 
editor/last edit date allows staff to work on inventory without limiting patron 
access to that part of the collection, and without really worrying about 
scanning everything on shelf in a single session. 

Our libraries have reported that they like this process because it also helps 
them catch items that have other problems - such as bad status items on the 
shelf, items that don't have records at all, items still checked out to 
patrons; and on the fly weeding. 

We also have general shelf list reports (by shelving location and call number 
range) which can also be used for inventories, but are geared more specifically 
for collection development and weeding projects. 

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

 From: Scott Thomas sc...@albright.org
 To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org
 Sent: Thursday, July 30, 2015 8:40:55 AM
 Subject: Re: [OPEN-ILS-GENERAL] Inventory Item

 Thank you, everyone, for your insights. We don't use In Record In-House Use 
 very
 often. Would this work as an ersatz inventory tool?

 Scott

 -Original Message-
 From: Open-ils-general
 [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
 Hardy,
 Elaine
 Sent: Wednesday, July 29, 2015 1:27 PM
 To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org
 Subject: Re: [OPEN-ILS-GENERAL] Inventory Item

 If the item is checked in or out. The inventory date is set for any item 
 scanned
 during an inventory process and would include items never checked out such as
 non-circulating collections and those items that are circulating but haven't
 checked out. It helps identify missing copies and other exceptions. You can
 fake an inventory date in Evergreen by checking in the items on the shelf all
 on one date, setting the active/last edit date and then allowing you to run
 reports for items not on the shelf and not checked out for that date.

 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
 [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of
 Jason Stephenson
 Sent: Wednesday, July 29, 2015 1:21 PM
 To: Evergreen Discussion Group
 Subject: Re: [OPEN-ILS-GENERAL] Inventory Item

 The active date is set the first time a copy is scanned for check in or
 check out.
 It sounds to me like the date that you want.

 Quoting Hardy, Elaine eha...@georgialibraries.org:

  Not exactly. The date inventoried is the date an item is confirmed to
  be in the library's collection, either on the shelf or out on loan. It
  is system set during an automated inventory and is separate from
  active or other system dates on an item

  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
  [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of
  Jason Stephenson
  Sent: Wednesday, July 29, 2015 1:15 PM
  To: Evergreen Discussion Group
  Subject: Re: [OPEN-ILS-GENERAL] Inventory Item

  If I understand the question correctly, the active_date on a copy should
  serve this purpose. This meant to be the date that the copy became live
  in the system.

  Quoting Scott Thomas sc...@albright.org:

  We have been with EG for four months, and this is the first time this
  has come up: there does not appear to be an Inventory Item function
  (at least in 2.6.3). I am not finding a Date Inventoried field in the
  item record nor can I locate a way to inventory an item. 

Re: [OPEN-ILS-GENERAL] Inventory Item

2015-07-30 Thread Mike Rylander
Scott,

I think it certainly could, unless you include that count in your, say,
annual state-wide circulation reports.  I was going to say that you might
want to put a prohibition in place while you scan in everything for your
inventory run, but (barring the circulation report issue) that isn't a
worry -- scanning an item for actual in-house use or for inventory is fine
since either way you're recording the fact that the book is in a known
location.

Great thought!


--
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, Jul 30, 2015 at 8:40 AM, Scott Thomas sc...@albright.org wrote:

 Thank you, everyone, for your insights. We don't use In Record In-House
 Use very often. Would this work as an ersatz  inventory tool?

 Scott

 -Original Message-
 From: Open-ils-general [mailto:
 open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Hardy,
 Elaine
 Sent: Wednesday, July 29, 2015 1:27 PM
 To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org
 
 Subject: Re: [OPEN-ILS-GENERAL] Inventory Item

 If the item is checked in or out. The inventory date is set for any item
 scanned during an inventory process and would include items never checked
 out such as non-circulating  collections and those items that are
 circulating but haven't checked out. It helps identify missing copies and
 other exceptions. You can fake an inventory date in Evergreen by checking
 in the items on the shelf all on one date, setting the active/last edit
 date and then allowing you to run reports for items not on the shelf and
 not checked out for that date.

 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
 [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of
 Jason Stephenson
 Sent: Wednesday, July 29, 2015 1:21 PM
 To: Evergreen Discussion Group
 Subject: Re: [OPEN-ILS-GENERAL] Inventory Item

 The active date is set the first time a copy is scanned for check in or
 check out.
 It sounds to me like the date that you want.

 Quoting Hardy, Elaine eha...@georgialibraries.org:

  Not exactly. The date inventoried is the date an item is confirmed to
  be in the library's collection, either on the shelf or out on loan. It
  is system set during an automated inventory and is separate from
  active or other system dates on an item
 
  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
  [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of
  Jason Stephenson
  Sent: Wednesday, July 29, 2015 1:15 PM
  To: Evergreen Discussion Group
  Subject: Re: [OPEN-ILS-GENERAL] Inventory Item
 
  If I understand the question correctly, the active_date on a copy should
  serve this purpose.  This meant to be the date that the copy became
 live
  in the system.
 
  Quoting Scott Thomas sc...@albright.org:
 
  We have been with EG for four months, and this is the first time this
  has come up: there does not appear to be an Inventory Item function
  (at least in 2.6.3). I am not finding a Date Inventoried field in the
  item record nor can I locate a way to inventory an item. Am I missing
  something obvious? If not, how do Evergreen libraries inventory their
  collections?
 
  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.orgmailto:sc...@albright.org
 
 
  --
  Jason Stephenson
  Assistant Director for Technology Services
  Merrimack Valley Library Consortium
  4 High ST, Suite 175
  North Andover, MA 01845
  Phone: 978-557-5891
  Email: jstephen...@mvlc.org


 --
 Jason Stephenson
 Assistant Director for Technology Services
 Merrimack Valley Library Consortium
 4 High ST, Suite 175
 North Andover, MA 01845
 Phone: 978-557-5891
 Email: jstephen...@mvlc.org





Re: [OPEN-ILS-GENERAL] Full author date on individual titles?

2015-07-30 Thread Tony Bandy
Hello everyone, Galen, Mike,

Thanks much for the input--I appreciate it!

--Tony

Tony Bandy
to...@ohionet.org
OHIONET
1500 West Lane Ave.
Columbus, OH  43221-3975
614-484-1074 (Direct)
614-486-2966 x19

-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Galen 
Charlton
Sent: Wednesday, July 29, 2015 4:03 PM
To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] Full author date on individual titles?

Hi,

On Wed, Jul 29, 2015 at 3:25 PM, Tony Bandy to...@ohionet.org wrote:
 2.  Now if I select that particular title:

 http://blanchester.cool-cat.org/eg/opac/record/930326?query=Sandford%2
 C%20John.;qtype=author;locg=111

 The results are:

 Sandford, John, 1944-   Cook, Michele.

Thanks for providing the example.  It turns out that
opac/parts/record/authors.tt2 is in fact responsible for displaying

100 1# ‡a Sandford, John, ‡d 1944 February 23-

as

Sandford, John, 1944-

or more to the point:

span class=rdetail-author-div typeof=Person property=author
resource=#schemacontrib1
  a href=/eg/opac/results?...
span property=nameSandford, John,/span
span property=birthDate1944/span-/span/a
  nbsp
/span

Specifically, as part of generating the schema.org markup, only the year 
component of 1944 February 23- is kept.  The normalization is done in the 
following lines of authors.tt2:

IF subfield.textContent.match('^\s*\d{4}');
  birthdate = subfield.textContent.replace('^\s*(\d{4}).*$', '$1'); END;

I *think* that better markup for the birth date in this case would be the 
following, but I'm hoping Dan Scott can advise further:

time property=birthDate datetime=1944-02-231994 February 23-/time

Or, to avoid putting in a full date string parser into the template, perhaps 
something like this:

time property=birthDate datetime=19441994 February 23-/time

Regards,

Galen
--
Galen Charlton
Infrastructure and Added Services Manager Equinox Software, Inc. / The Open 
Source Experts
email:  g...@esilibrary.com
direct: +1 770-709-5581
cell:   +1 404-984-4366
skype:  gmcharlt
web:http://www.esilibrary.com/
Supporting Koha and Evergreen: http://koha-community.org  
http://evergreen-ils.org


Re: [OPEN-ILS-GENERAL] Inventory Item

2015-07-30 Thread Rogan Hamby
I should have read further down.  :)

+1 to everything Grace said.

I actually had reason to revisit the quote and specs for it recently (to
refresh my memory) because the topic came up in conversation within SCLENDS
and I still think it's very good and would work wonderfully with the web
based staff client.  It mostly needs UI level things that are either going
to be there anyway or aren't great stretches to develop.

Caveat: when I say things are 'there' I mean the types of widgets and
interfaces and interfaces are mostly there, not that the actual specific
UIs are there.  That doesn't make development trivial but it's nice to not
have to reinvent the wheel too.




On Wed, Jul 29, 2015 at 1:46 PM, Grace Dunbar gdun...@esilibrary.com
wrote:

 For clarification, the web client work detailed in sprints is simply to
 move the current staff client to a web (or browser) based application
 instead of a downloadable client, so new functionality like an inventory
 module will not be included. But Equinox did provide a recent-ish
 development quote to Rogan at SCLENDS for an inventory module. I rethink
 revisiting that set of requirements might be a good launching point of
 there's interest in development.
 Cheers!
 Grace
 On Jul 29, 2015 1:32 PM, Elisabeth Keppler keppl...@forsyth.cc wrote:

 Forsyth County (NC, not GA) has been hoping that an inventory module
 would be developed but it doesn't appear to be in any of numbered sprints
 for the browser-based client.

 The Sitka model certainly does work.  I strongly recommend breaking the
 collection into clearly defined segments that you can finish in a
 reasonable amount of time, based on shelving locations or whatever works
 for you.  Since batch editing items using the Item Status screen can crash
 if you try to do too many at a time and will prevent you from doing
 anything else in Evergreen at the same time, I usually break my txt file
 into chunks of no more than 250 items.  I've processed 10,000 item files
 over a weekend, but it takes patience.

 Thanks,
 Lise


 --
 Lise Keppler, Technical Services
 Forsyth County Public Library
 2851 Fairlawn Dr
 Winston Salem NC  27106
 336-703-3048




-- 

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