Re: [OPEN-ILS-GENERAL] Transferring money between funds
Hi, Kathy: Thank you for your reply. - the Evergeen documentation here, http://docs.evergreen-ils.org/2.10/_funds.html, states that the fund location is under server admin, but I found it directly under acquisitions admin in our 2.10 client, which is where I believe it should be. - After some testing with permissions, this does not seem to be the issue. However, I discovered that I only have issues moving money from/to funds for the library in question, (it is a branch system), but I do not have any issues transferring money for funds for other libraries, including another library branch system. I'm in the process of looking through the funds to see if anything seems out of place, but nothing catches my eye yet. John *John Amundson* Library Applications Associate II C/W MARS, Inc. jamund...@cwmars.org (508) 755-3323 ext 322 On Mon, Feb 13, 2017 at 1:42 PM, Kathy Lussier <kluss...@masslnc.org> wrote: > Hi John, > > I didn't have a 2.10 server handy to test this workflow, but I just tested > it on master, and it worked for me. I created a screencast at > https://drive.google.com/file/d/0B74gDMUDwDXqT2kzRXp5VGtTbFE/view just in > case you see anything obvious in your steps that you might have missed. > Based on what you sent, it sounds like you followed each of the steps > correctly. > > A couple of thoughts came to mind: > > - It seemed strange that you had to go to Server Admin to get to the acq > admin menu rather than going directly to Acq Admin from the main admin > menu. Do you know if your client is up to date with the version of > Evergreen you're running? > > - Do you know for sure that your account has permission to transfer funds? > I didn't try this workflow to see what happened with an account that does > not have permission, but I know the client often does not give good > feedback when it's a permissions issue. > > Kathy > > On 02/13/2017 01:14 PM, John Amundson wrote: > > Hi, Everyone: > > I am on EG 2.10.7, and I'm trying to transfer money from one fund to > another, and it does not seem to be working. I'm following the rules laid > out in the Evergreen Documentation for 2.10: > >1. To access funds, click *Admin → Server Administration → >Acquisitions → Funds*. (note: I believe this should be Admin > >Acquisitions Administration > Funds) >2. Click the hyperlinked name of the originating fund. >3. The Fund Details screen appears. Click Transfer Money. >4. Enter the amount that you would like to transfer. >5. From the drop-down menu, select the destination fund. >6. Add a note. This field is optional. >7. Click *Transfer*. > > When I try to transfer money, (I'm trying to transfer $500.00 and have not > tried another amount), the screen will reload as if something happened, but > when it comes back, the change in money is not reflected in the fund. It is > also not seen in the destination fund. > > It does not appear that transferring money is working for me. > > NOTE: I am still relatively new to the Acquisitions function, so any help > anyone can provide is appreciated. > > Thank you! > > John > > *John Amundson* > Library Applications Associate II > C/W MARS, Inc. > jamund...@cwmars.org > (508) 755-3323 ext 322 > > > -- > Kathy Lussier > Project Coordinator > Massachusetts Library Network Cooperative(508) 343-0128kluss...@masslnc.org > Twitter: http://www.twitter.com/kmlussier > >
[OPEN-ILS-GENERAL] Transferring money between funds
Hi, Everyone: I am on EG 2.10.7, and I'm trying to transfer money from one fund to another, and it does not seem to be working. I'm following the rules laid out in the Evergreen Documentation for 2.10: 1. To access funds, click *Admin → Server Administration → Acquisitions → Funds*. (note: I believe this should be Admin > Acquisitions Administration > Funds) 2. Click the hyperlinked name of the originating fund. 3. The Fund Details screen appears. Click Transfer Money. 4. Enter the amount that you would like to transfer. 5. From the drop-down menu, select the destination fund. 6. Add a note. This field is optional. 7. Click *Transfer*. When I try to transfer money, (I'm trying to transfer $500.00 and have not tried another amount), the screen will reload as if something happened, but when it comes back, the change in money is not reflected in the fund. It is also not seen in the destination fund. It does not appear that transferring money is working for me. NOTE: I am still relatively new to the Acquisitions function, so any help anyone can provide is appreciated. Thank you! John *John Amundson* Library Applications Associate II C/W MARS, Inc. jamund...@cwmars.org (508) 755-3323 ext 322
Re: [OPEN-ILS-GENERAL] [DKIM:INVALID] Re: Web Client Bill Print Templates
Thanks for passing that along, Kathy. I wanted to add that the only bill template that has patron information currently is Bills, payment. Patron information is still missing from Bills, Current and Bills, Historical. You can see that bug here: https://bugs.launchpad.net/evergreen/+bug/1772444 John <http://www.cwmars.org> John Amundson | Library Applications Associate III | CW MARS jamund...@cwmars.org | 508-755-3323 x322 <%28508%29%20755-3323> http://www.cwmars.org On Fri, May 25, 2018 at 2:12 PM, Bianca Parisi <bpar...@niagaracollege.ca> wrote: > This is great! Thanks Kathy! > > > > Bianca > > > > > > > > *From:* Open-ils-general <open-ils-general-bounces@ > list.georgialibraries.org> *On Behalf Of *Kathy Lussier > *Sent:* Friday, May 25, 2018 2:04 PM > *To:* open-ils-general@list.georgialibraries.org > *Subject:* [DKIM:INVALID] Re: [OPEN-ILS-GENERAL] Web Client Bill Print > Templates > > > > Hi Bianca, > > It looks like patron information was added to the bills template in 3.0.4. > https://bugs.launchpad.net/evergreen/+bug/1737540 > > John Amundson from CW MARS also pulled together an omnibus bug related to > print templates that seems very useful. It cites all previous bugs where > print template fields have been fixed and links to a spreadsheet that lists > problem fields that still exist. See https://bugs.launchpad.net/ > evergreen/+bug/1772053 > > Kathy > > > > On 05/25/2018 01:47 PM, Bianca Parisi wrote: > > Hi— > > > > I hoping that someone can help me with this issue. I am getting my print > templates set-up in the web client and I am having some issues with > information that I want to show up in several of the templates; bills > (historical, current, payment). I want the patron information (name, ID, > Phone, and term) to appear at the top of the template but I am not having > any luck. This is what I am using (see attached). > > > > Is patron data not available for bill templates? Have any of you been able > to make this work? We currently using version 3.0.3. > > > > Thanks for your help and have a great weekend! > > Bianca > > > > *Bianca Parisi* MLIS, Library & Learning Commons Technology Coordinator > > [image: cid:image001.png@01D062EF.B6F045D0] > <http://www.niagaracollege.ca/> > > *Library & Learning Commons* > > *phone* > > 905-735-2211 ext 7404 > > *email* > > bpar...@niagaracollege.ca > > *website *. > > http://nclibraries.niagaracollege.ca/library > > > > > > > > -- > > Kathy Lussier > > Project Coordinator > > Massachusetts Library Network Cooperative > > (508) 343-0128 > > kluss...@masslnc.org > > Twitter: http://www.twitter.com/kmlussier > >
[OPEN-ILS-GENERAL] Web Client Print Templates - "You Saved" Calculator
Hi,
We are preparing for our move to the web client and are currently going
through and updating print templates. For the Checkout, Items Out, and
Renew templates, many of our libraries print "You saved $x.yz by borrowing
from your local library." The price of the items out would be added
together and displayed at the end of the receipt with the above text.
We did this by adding the following code to the line item section of the
template:
%price% %price% %price%
and the following in the footer, where the sum is displayed:
I updated the line item portion for the web client with the new variable
name,
{{checkout.copy.price}}
but no matter what I do, the total sum is blank.
I cannot figure how to make this work. I was wondering if anyone has gotten
this to work yet and would be willing to share their code. If not, does
anyone have any suggestions I could try?
Thank you,
John
<http://www.cwmars.org>
John Amundson | Library Applications Associate III | CW MARS
jamund...@cwmars.org | 508-755-3323 x322 <%28508%29%20755-3323>
http://www.cwmars.org
Re: [OPEN-ILS-GENERAL] Web Client Print Templates - "You Saved" Calculator
Thanks, Terran!
That seems to do the trick.
If anyone is curious about how I added this to the checkout receipt:
...
You Saved{{transactions.subtotal | currency}} by
borrowing from {{current_location.name}}!
...
<http://www.cwmars.org>
John Amundson | Library Applications Associate III | CW MARS
jamund...@cwmars.org | 508-755-3323 x322 <%28508%29%20755-3323>
http://www.cwmars.org
On Tue, Feb 13, 2018 at 4:13 PM, Terran McCanna <
tmcca...@georgialibraries.org> wrote:
> I have an example here that subtotals bill amounts:
> https://pines.georgialibraries.org/dokuwiki/doku.php?id=circ:workstations:
> receipts#subtotals
>
> I haven't tested this scenario, but you should be able to do something
> similar...
> 1) Set up am empty variable before the ng-repeat loop: ng-init="transactions.subtotal = 0">
> 2) Somewhere inside the loop do some math: ng-init="transactions.subtotal = transactions.subtotal --
> checkout.copy.price">
> 3) After the end of the ng-repeat display your subtotal: You Saved:
> {{transactions.subtotal | currency}}
>
> Terran McCanna
> PINES Program Manager
> Georgia Public Library Service
> 1800 Century Place, Suite 150
> <https://maps.google.com/?q=1800+Century+Place,+Suite+150+Atlanta,+GA+30345=gmail=g>
> Atlanta, GA 30345
> <https://maps.google.com/?q=1800+Century+Place,+Suite+150+Atlanta,+GA+30345=gmail=g>
> 404-235-7138 <(404)%20235-7138>
> tmcca...@georgialibraries.org
>
>
> On Tue, Feb 13, 2018 at 3:29 PM, John Amundson <jamund...@cwmars.org>
> wrote:
>
>> Hi,
>>
>> We are preparing for our move to the web client and are currently going
>> through and updating print templates. For the Checkout, Items Out, and
>> Renew templates, many of our libraries print "You saved $x.yz by borrowing
>> from your local library." The price of the items out would be added
>> together and displayed at the end of the receipt with the above text.
>>
>> We did this by adding the following code to the line item section of the
>> template:
>> %price% %price% %price%
>> and the following in the footer, where the sum is displayed:
>>
>>
>> I updated the line item portion for the web client with the new variable
>> name,
>> {{checkout.copy.price}}
>> but no matter what I do, the total sum is blank.
>>
>> I cannot figure how to make this work. I was wondering if anyone has
>> gotten this to work yet and would be willing to share their code. If not,
>> does anyone have any suggestions I could try?
>>
>> Thank you,
>> John
>>
>> <http://www.cwmars.org>
>>
>> John Amundson | Library Applications Associate III | CW MARS
>>
>> jamund...@cwmars.org | 508-755-3323 x322 <%28508%29%20755-3323>
>>
>> http://www.cwmars.org
>>
>
>
Re: [OPEN-ILS-GENERAL] Web Client Print Templates - "You Saved" Calculator
Hi, Bill:
Your code seems to work for me.
The summed amount will not show in the preview. To confirm it is added
correctly, you can print a checkout receipt.
John
<http://www.cwmars.org>
John Amundson | Library Applications Associate III | CW MARS
jamund...@cwmars.org | 508-755-3323 x322 <%28508%29%20755-3323>
http://www.cwmars.org
On Wed, Feb 14, 2018 at 7:42 AM, Bill Coffey <bill.cof...@waynegov.com>
wrote:
> I am having a problem with the receipt for checkouts.
>
> I have tried several variants for the coding, but I can’t get the total.
>
> In the Line Item section I can get the Price of the books with the
> addition of the section in red.
>
>
>
> Here is the setup for my Library.
>
> Header:
>
>
>
> Welcome to %LIBRARY%! 919-735-1824 <(919)%20735-1824>
>
> Please see a staff member to update your email address.
>
> You checked out the following items:
>
>
>
> Line Item:
>
>
>
> %title%
>
> Barcode: %barcode%
>
> Due: %due_date%
>
> Added and shows price of books
>
> %price% %price%
>
>
>
> Footer:
>
>
>
> Cost to buy these books: $
>
> The Value of your Public Library - PRICELESS!
>
> %SHORTNAME% %TODAY_TRIM%
>
> You were helped by %STAFF_FIRSTNAME%
>
> DVDs are $1.00 per day.
>
> All other items are 25 cents each for every day
>
> they're late up to a maximum of $10 per item.
>
>
>
> Bill Coffey
>
> Systems Administrator
>
> Wayne County Public Library
>
> 1001 E. Ash St
> <https://maps.google.com/?q=1001+E.+Ash+St%0D+Goldsboro,+NC+27530=gmail=g>
>
> Goldsboro, NC 27530
> <https://maps.google.com/?q=1001+E.+Ash+St%0D+Goldsboro,+NC+27530=gmail=g>
>
>
>
> Phone: (919) 735-6249
>
> Fax: (919) 731-2889
>
> email: bill.cof...@waynegov.com
>
>
>
> *From:* Open-ils-general [mailto:open-ils-general-
> boun...@list.georgialibraries.org] *On Behalf Of *Terran McCanna
> *Sent:* Tuesday, February 13, 2018 5:41 PM
> *To:* Evergreen Discussion Group <open-ils-general@list.
> georgialibraries.org>
> *Subject:* Re: [OPEN-ILS-GENERAL] Web Client Print Templates - "You
> Saved" Calculator
>
>
>
> Great! Glad it works!
>
>
> Terran McCanna
> PINES Program Manager
> Georgia Public Library Service
> 1800 Century Place, Suite 150
> <https://maps.google.com/?q=1800+Century+Place,+Suite+150+%0D+Atlanta,+GA+30345=gmail=g>
> Atlanta, GA 30345
> 404-235-7138 <(404)%20235-7138>
> tmcca...@georgialibraries.org
>
>
>
> On Tue, Feb 13, 2018 at 5:03 PM, John Amundson <jamund...@cwmars.org>
> wrote:
>
> Thanks, Terran!
>
>
>
> That seems to do the trick.
>
>
>
> If anyone is curious about how I added this to the checkout receipt:
>
>
>
> ...
>
>
>
>
>
> ng-init="transactions.subtotal=transactions.subtotal
> -- checkout.copy.price" >
>
>
>
>
>
>
>
>
>
> You Saved{{transactions.subtotal | currency}} by
> borrowing from {{current_location.name}}!
>
> ...
>
>
> [image:
> https://lh5.googleusercontent.com/C1fNrKOLEXFs-jfAIXQIMqbKqVBCJrBceOenfgotAcJE6XtZ2ZeeTYFkyfir63-HfzjX6q5zhBQWiO5RZk2tYnWzJ1_rjAADAH4nCmiuhNJuoG8HZLq7MBW-pAU4R9ScKcCybdVO]
> <http://www.cwmars.org/>
>
> John Amundson | Library Applications Associate III | CW MARS
>
> jamund...@cwmars.org | 508-755-3323 x322 <%28508%29%20755-3323>
>
> http://www.cwmars.org
>
>
>
> On Tue, Feb 13, 2018 at 4:13 PM, Terran McCanna <
> tmcca...@georgialibraries.org> wrote:
>
> I have an example here that subtotals bill amounts:
> https://pines.georgialibraries.org/dokuwiki/doku.php?id=circ:workstations:
> receipts#subtotals
>
> I haven't tested this scenario, but you should be able to do something
> similar...
>
> 1) Set up am empty variable before the ng-repeat loop: ng-init="transactions.subtotal = 0">
>
> 2) Somewhere inside the loop do some math: ng-init="transactions.subtotal = transactions.subtotal --
> checkout.copy.price">
>
> 3) After the end of the ng-repeat display your subtotal: You Saved:
> {{transactions.subtotal | currency}}
>
>
> Terran McCanna
> PINES Program Manager
> Georgia Public Library Service
> 1800 Century Place, Suite 150
> <https://maps.google.com/?q=1800+Century+Place,+Suite+150+Atlanta,+GA+30345=gmail=g>
> Atlanta, GA 30345
> <https://maps.google.com/?q=1800+Century+Place,+Suite+150+Atlanta,+GA+30345=gmail=g>
> 404-235-7138 <(404)%20235-7138>
> tmcca...@georgialibraries.org
>
>
>
> On Tue, Feb 13, 2018 at 3:29 PM
Re: [OPEN-ILS-GENERAL] Reports - Item Source - Parent circulation?
Hi, Jennifer: In case it is simply the former, I wanted to pass along a mockup of a template I created that should work for you before I head home for the day... You can start from either the Report Source *Item *or *Circulation*, but I prefer starting from *Circulation; *from there you can get to the Item via the *Circulating Item *link. Below is a look at a possible setup in the web client. The XUL client should be very similar. The most important piece is filtering on "Check In Date/Time *Is NULL*" as this limits checkouts to only current ones. The following will get you a list of items that are currently checked out and the patron who has them out. Note that this current setup will only output items in copy status Checked Out as per your request. It can be altered to include checked out items in other statuses as well, (Lost, Long Overdue, etc) by adding the filter "Transaction Finish Date/Time *Is NULL*" and removing the filter "Copy Status... id *equals 1*". Displayed fields: Filters: <http://www.cwmars.org> John Amundson | Library Applications Associate III | CW MARS jamund...@cwmars.org | 508-755-3323 x322 <%28508%29%20755-3323> http://www.cwmars.org On Tue, Jul 31, 2018 at 4:45 PM, John Amundson wrote: > Hi, Jennifer: > > Are you looking to get information for the patron who CURRENTLY has the > item checked out or for the patron who had the item checked out PRIOR to > the current checkout? > > The former is easy, the latter... may not be as friendly. > > The Parent Circulation relates to renewals. If an item is renewed, the > parent circ was the circulation that led to the renewal. > > John > > > > > <http://www.cwmars.org> > > John Amundson | Library Applications Associate III | CW MARS > > jamund...@cwmars.org | 508-755-3323 x322 <%28508%29%20755-3323> > > http://www.cwmars.org > > On Tue, Jul 31, 2018 at 3:16 PM, Walz, Jennifer wrote: > >> All – >> >> >> >> I’m trying to get a report to run with the LAST circulating patron on >> items currently checked out. Is that the Parent Circulation?What IS >> the parent circulation? >> >> >> >> If not, what is the data point in the Item Source to help me get to that >> information? >> >> >> >> I want a report with this information: current status=checked out, list >> of item barcode, title, call number, and circ mod. Also need for each >> item, the LAST circ patron (i.e. the one who has it out now) with barcode >> and last name. >> >> >> >> Any advice is welcome. >> >> >> >> Thanks! >> >> >> >> Jennifer >> >> -- >> Jennifer Walz, MLS - Head of ILS Reporting Mania >> Kinlaw Library - *Asbury University* >> One Macklem Drive, Wilmore, KY 40390 >> 859-858-3511 ext. 2269 >> jlw...@asbury.edu >> >> >> > >
Re: [OPEN-ILS-GENERAL] Reports - Item Source - Parent circulation?
Hi, Jennifer: Are you looking to get information for the patron who CURRENTLY has the item checked out or for the patron who had the item checked out PRIOR to the current checkout? The former is easy, the latter... may not be as friendly. The Parent Circulation relates to renewals. If an item is renewed, the parent circ was the circulation that led to the renewal. John <http://www.cwmars.org> John Amundson | Library Applications Associate III | CW MARS jamund...@cwmars.org | 508-755-3323 x322 <%28508%29%20755-3323> http://www.cwmars.org On Tue, Jul 31, 2018 at 3:16 PM, Walz, Jennifer wrote: > All – > > > > I’m trying to get a report to run with the LAST circulating patron on > items currently checked out. Is that the Parent Circulation?What IS > the parent circulation? > > > > If not, what is the data point in the Item Source to help me get to that > information? > > > > I want a report with this information: current status=checked out, list > of item barcode, title, call number, and circ mod. Also need for each > item, the LAST circ patron (i.e. the one who has it out now) with barcode > and last name. > > > > Any advice is welcome. > > > > Thanks! > > > > Jennifer > > -- > Jennifer Walz, MLS - Head of ILS Reporting Mania > Kinlaw Library - *Asbury University* > One Macklem Drive, Wilmore, KY 40390 > 859-858-3511 ext. 2269 > jlw...@asbury.edu > > >
Re: [OPEN-ILS-GENERAL] serials permissions not transfering to web client
Hi, Holly: I find that I can delete and edit a Prediction as long as all attached issues are in the Expected state. Once an issue is received, the delete button becomes greyed out. I'm not sure the reasoning behind this change, (or if it was intentional), but I personally see it as a welcomed change. In the XUL client, deleting the prediction pattern also deleted attached issues/items. Removing the ability to delete the prediction pattern gives me less chance of accidently deleting my issues. If you want to delete the prediction and issues, you can choose the Action "Reset Items" on the Manage Issues screen, which moves the issues back into Expected state and will allow you to then delete the prediction. As for the second bug mentioned in your comment, are you seeing the following? If so, this is a part of a different bug, not related to serials: https://bugs.launchpad.net/evergreen/+bug/1746536 See also: https://bugs.launchpad.net/evergreen/+bug/1747664 | https://bugs.launchpad.net/evergreen/+bug/1739290 You should be able to edit this information using the little "edit" link next to the barcode on the bib record or via Holdings View. On another note, there is one new permission that I know of related to serials in the web client. To save Prediction Pattern Templates, (which are shareable templates that contain prediction patterns (Administration>Serials Administration>Prediction Pattern Templates)), the permission "ADMIN_SERIAL_PATTERN_TEMPLATE" is needed. John <http://www.cwmars.org> John Amundson | Library Applications Associate III | CW MARS jamund...@cwmars.org | 508-755-3323 x322 <%28508%29%20755-3323> http://www.cwmars.org On Fri, Aug 10, 2018 at 4:24 PM, Holly Brennan wrote: > I have been managing serials at my library since moving to Evergreen in > 2013 (version 2.3, whoop whoop). We are currently running 3.0.5. > > > > I’m using the web client to manage serials now but am running into various > permission hurtles. I have always been able to do anything in the serials > module, but in the web client I’m running into a lot of grayed-out fields > that I can’t touch. > > > > https://bugs.launchpad.net/evergreen/+bug/1785888 > > > > If you’re using serials as well, I’d appreciate a look at these bugs > (additional one in comment of the above bug report) and a confirmation of > the issues so we can get these fixed. And maybe we’ll find more! Thanks! > > > > -Holly > > > > > > > > Holly Brennan > > Technology Specialist > > Homer Public Library > > Homer, Alaska > > > > hbren...@cityofhomer-ak.gov > > 907-435-3154 (direct) > > 907-235-3180 (main desk) > > >
[OPEN-ILS-GENERAL] Web Client - Lost and Paid Not Updating Correctly
Hi, All: Our consortium upgraded to the web client, 3.0.8, over Memorial Day weekend. Since then we have had 3 reports, (all within the last few weeks), of a problem that I cannot seem to pin down/replicate. I can open a Launchpad bug with these details, as well, but I first wanted to try the list to see if anyone else has seen this or had any insight before filing. First a little background since the issue is related to billing, specifically the LOST status, and I know there is variation in how this status is used. We use LOST to represent an item that was either a) marked "lost (by patron)", or b) has been overdue for 28 days or more. In both cases, when an item becomes lost, the item price is billed and a lost item block is placed on the patron record. Normally when a lost item is paid, the following happens: - The balance owed on the bill is reduced to 0, and the bill is moved to the History tab. - The bill is updated with a transaction finish time of the last payment. - The item moves to status Lost & Paid. - The item no longer appears attached to the patron's account. - The lost item block is lifted from the account. However, on rare occasions in the web client, we are seeing something different. In these instances, when a lost item is paid, the following happens: - The balance owed on the bill is reduced to 0, and the bill is moved to the History tab as expected. - The bill is NOT updated with a transaction finish time, (the field is blank). - The item continues to stay in status Lost. - The item continues to appear in the patron's Items Out list. - The lost item block stays on the patron's account. I have tried and tried again to duplicate this, but I have not been (un)successful, though I know there is truth to these reports because I have seen the aftermath, (i.e. item bill fully paid but still on account/blocked). The items do not seem share common histories, (i.e. one was marked lost manually, the others organically, one of the transactions was renewed 2 times, the others no renewals, one of the items was deleted, the others not deleted). The only commonality I've found is that in each report, the bill was part of a larger group of bills paid. In the most recent report, 5+ billed items were paid for with the same payment; all but one updated correctly. However, I have tested this on my side with a variety of cases, (all lost, mixed billing types, etc), and every single time the payment/bill is processed correctly, so at that point, batch bill pay enters into the causation vs correlation debate in relation to this issue. So, anyone else seeing something similar? Should I just go straight to filing a bug report? Thanks in advance, John Amundson <http://www.cwmars.org> John Amundson | Library Applications Associate III | CW MARS jamund...@cwmars.org | 508-755-3323 x322 <%28508%29%20755-3323> http://www.cwmars.org
Re: [OPEN-ILS-GENERAL] Web Client - Lost and Paid Not Updating Correctly
Thanks, Dawn. I have filed a bug report: https://bugs.launchpad.net/evergreen/+bug/1781274 <http://www.cwmars.org> John Amundson | Library Applications Associate III | CW MARS jamund...@cwmars.org | 508-755-3323 x322 <%28508%29%20755-3323> http://www.cwmars.org On Wed, Jul 11, 2018 at 1:24 PM, Dawn Dale wrote: > Hi John, > > We have this happen occasionally as well. I am not sure if there is a bug > report on it or not though. If you open a bug report I will confirm it. > What I do is I add $.01 to the bill and then pay $.01 to force the bill to > close. I do not know why the bill does not close originally as we cannot > reproduce it on command either. > > Thanks, > > Dawn Dale > PINES Services Specialist, Circulation > Georgia Public Library Service > 1800 Century Place Suite 150 > <https://maps.google.com/?q=1800+Century+Place+Suite+150+Atlanta,+GA+30345=gmail=g> > Atlanta, GA 30345 > <https://maps.google.com/?q=1800+Century+Place+Suite+150+Atlanta,+GA+30345=gmail=g> > 404-235-7136 > dd...@georgialibraries.org > > * The GPLS office is in the midst of relocating so it may be difficult to > reach us by phone at times. Please use the Help Desk when you need to > contact us: https://help.georgialibraries.org > > > On Tue, Jul 10, 2018 at 12:30 PM, John Amundson > wrote: > >> Hi, All: >> >> Our consortium upgraded to the web client, 3.0.8, over Memorial Day >> weekend. >> >> Since then we have had 3 reports, (all within the last few weeks), of a >> problem that I cannot seem to pin down/replicate. >> >> I can open a Launchpad bug with these details, as well, but I first >> wanted to try the list to see if anyone else has seen this or had any >> insight before filing. >> >> First a little background since the issue is related to billing, >> specifically the LOST status, and I know there is variation in how this >> status is used. We use LOST to represent an item that was either a) marked >> "lost (by patron)", or b) has been overdue for 28 days or more. In both >> cases, when an item becomes lost, the item price is billed and a lost item >> block is placed on the patron record. >> >> Normally when a lost item is paid, the following happens: >> >>- The balance owed on the bill is reduced to 0, and the bill is moved >>to the History tab. >>- The bill is updated with a transaction finish time of the last >>payment. >>- The item moves to status Lost & Paid. >>- The item no longer appears attached to the patron's account. >>- The lost item block is lifted from the account. >> >> However, on rare occasions in the web client, we are seeing something >> different. In these instances, when a lost item is paid, the following >> happens: >> >>- The balance owed on the bill is reduced to 0, and the bill is moved >>to the History tab as expected. >>- The bill is NOT updated with a transaction finish time, (the field >>is blank). >>- The item continues to stay in status Lost. >>- The item continues to appear in the patron's Items Out list. >>- The lost item block stays on the patron's account. >> >> I have tried and tried again to duplicate this, but I have not been >> (un)successful, though I know there is truth to these reports because I >> have seen the aftermath, (i.e. item bill fully paid but still on >> account/blocked). >> >> The items do not seem share common histories, (i.e. one was marked lost >> manually, the others organically, one of the transactions was renewed 2 >> times, the others no renewals, one of the items was deleted, the others not >> deleted). The only commonality I've found is that in each report, the >> bill was part of a larger group of bills paid. In the most recent report, >> 5+ billed items were paid for with the same payment; all but one updated >> correctly. >> >> However, I have tested this on my side with a variety of cases, (all >> lost, mixed billing types, etc), and every single time the payment/bill is >> processed correctly, so at that point, batch bill pay enters into the >> causation vs correlation debate in relation to this issue. >> >> So, anyone else seeing something similar? Should I just go straight to >> filing a bug report? >> >> Thanks in advance, >> >> John Amundson >> <http://www.cwmars.org> >> >> John Amundson | Library Applications Associate III | CW MARS >> >> jamund...@cwmars.org | 508-755-3323 x322 <%28508%29%20755-3323> >> >> http://www.cwmars.org >> > >
[OPEN-ILS-GENERAL] Unfixable White Screens in the Web Client
Hello, All: I was curious if anyone else is seeing *White Screens* in the Web Client, (i.e. only top green navigation bar is visible, rest of screen is white), *that cannot be fixed*. Since we moved to the web client, (3.0.8), in May, we have had reports, like other networks, of the White Screen issue. Normally this can be solved by clearing cookies and re-registering the workstation. This continued to work without fail until last month. Last month Chrome updated to version 69, (with a new look). Since then we've had several reports of the White Screen not being solved by clearing cookies. I have even remote-connected to some of these computers and confirmed clearing cookies did not work. This Sunday we upgraded to 3.0.12, which included a fix for some White Screen problems, but today I received a call from a library with multiple computers with the unfixable White Screen. What was a little troublesome is that the computers were also experiencing the issue in Firefox, (Version 62 - also released in September). Clearing the cookies/cache in either browser led back to the login screen. When credentials were entered, the White Screen appeared again. Since the web client is designed to work in Chrome and Firefox, it was a little worrisome that neither browser could access it effectively. The computer had more-than-reasonable specs, (quad core 3.3+GHz processor, 8GB of RAM), but was running Windows 7. Windows updates on the machine were severely out-of-date, so I suggested updating the computer to see if it helps. I have not heard back yet on if it does. In retrospect, I believe that most, if not all, of the computers experiencing this problem were on Windows 7 or earlier. My Windows 10 machine, (with lower specs than the machine above), has been running the web client on Chrome version 69 without any issues. Has anyone else been seeing the "unfixable White Screen", specifically with newer versions of Chrome/Firefox and/or older versions of Windows? When clearing cookies doesn't solve the White Screen, is there anything else we could suggest, (that could be achieved by library staff)? I couldn't find any launchpad activity on this, but I can add a bug if the community thinks this should be addressed in that manner. Thank you, John <http://www.cwmars.org> John Amundson | Library Applications Associate III | CW MARS jamund...@cwmars.org | 508-755-3323 x322 <%28508%29%20755-3323> http://www.cwmars.org
Re: [OPEN-ILS-GENERAL] Unfixable White Screens in the Web Client
Thanks, Terran. I'll try this as the next step once I hear back from the library. I'll let the list know if it helps. John <http://www.cwmars.org> John Amundson | Library Applications Associate III | CW MARS jamund...@cwmars.org | 508-755-3323 x322 <%28508%29%20755-3323> http://www.cwmars.org On Wed, Oct 10, 2018 at 11:37 AM Terran McCanna < tmcca...@georgialibraries.org> wrote: > Another thing that can cause a white screen is if the local database gets > corrupted: > > > https://pines.georgialibraries.org/dokuwiki/doku.php?id=circ:workstations:troubleshooting#console_errordatabase_connection > > > > Terran McCanna > PINES Program Manager > Georgia Public Library Service > tmcca...@georgialibraries.org > > * The GPLS office is in the midst of relocating offices. We may be reached > by all of the current mechanisms during the transition, but to ensure the > most prompt response, please use the Help Desk: > https://help.georgialibraries.org > > > On Wed, Oct 10, 2018 at 11:33 AM, John Amundson > wrote: > >> Hello, All: >> >> I was curious if anyone else is seeing *White Screens* in the Web >> Client, (i.e. only top green navigation bar is visible, rest of screen is >> white), *that cannot be fixed*. >> >> Since we moved to the web client, (3.0.8), in May, we have had reports, >> like other networks, of the White Screen issue. Normally this can be solved >> by clearing cookies and re-registering the workstation. This continued to >> work without fail until last month. >> >> Last month Chrome updated to version 69, (with a new look). Since then >> we've had several reports of the White Screen not being solved by clearing >> cookies. I have even remote-connected to some of these computers and >> confirmed clearing cookies did not work. >> >> This Sunday we upgraded to 3.0.12, which included a fix for some White >> Screen problems, but today I received a call from a library with multiple >> computers with the unfixable White Screen. What was a little troublesome is >> that the computers were also experiencing the issue in Firefox, (Version 62 >> - also released in September). Clearing the cookies/cache in either browser >> led back to the login screen. When credentials were entered, the White >> Screen appeared again. >> >> Since the web client is designed to work in Chrome and Firefox, it was a >> little worrisome that neither browser could access it effectively. >> >> The computer had more-than-reasonable specs, (quad core 3.3+GHz >> processor, 8GB of RAM), but was running Windows 7. Windows updates on the >> machine were severely out-of-date, so I suggested updating the computer to >> see if it helps. I have not heard back yet on if it does. >> >> In retrospect, I believe that most, if not all, of the computers >> experiencing this problem were on Windows 7 or earlier. >> >> My Windows 10 machine, (with lower specs than the machine above), has >> been running the web client on Chrome version 69 without any issues. >> >> Has anyone else been seeing the "unfixable White Screen", specifically >> with newer versions of Chrome/Firefox and/or older versions of Windows? >> >> When clearing cookies doesn't solve the White Screen, is there anything >> else we could suggest, (that could be achieved by library staff)? >> >> I couldn't find any launchpad activity on this, but I can add a bug if >> the community thinks this should be addressed in that manner. >> >> Thank you, >> John >> >> <http://www.cwmars.org> >> >> John Amundson | Library Applications Associate III | CW MARS >> >> jamund...@cwmars.org | 508-755-3323 x322 <%28508%29%20755-3323> >> >> http://www.cwmars.org >> > >
Re: [OPEN-ILS-GENERAL] Preferred Name on Notices
Hi,
This is the code we use in our print templates. It prints preferred name if
one exists, and primary name if it doesn't.
{{patron.pref_family_name}},
{{patron.family_name}},
{{patron.pref_first_given_name}}
{{patron.first_given_name}}
We are also investigating using something similar for our emailed notices.
However, we are still in the testing phase for that. We have one test set
up so far, and it is using this code:
[%- USE
...
first_name = user.pref_first_given_name || user.first_given_name;
family_name = user.pref_family_name || user.family_name;
-%]
...
Dear [% family_name %], [% first_name %]
John
<http://www.cwmars.org>
John Amundson | Library Applications Supervisor | CW MARS
jamund...@cwmars.org | 508-755-3323 x322 <%28508%29%20755-3323>
https://www.cwmars.org
On Thu, Aug 29, 2019 at 1:10 PM Kean XL wrote:
> nevermind...that Template was broken
>
> On Thu, Aug 29, 2019 at 12:56 PM Kean XL wrote:
>
>> I think I finally got this. Please correct if I'm wrong...
>> Here's our full current hold slip template
>>
>> -->
>>
>>
>>
>> {{hold.shelf_expire_time | date:'M/d'}}
>>
>> {{patron.family_name}}
>> {{patron.pref_family_name}}
>>
>>
>>
>> {{patron.first_given_name}}
>> {{patron.pref_first_given_name}}
>>
>> Notify by
>> Phone: {{hold.phone_notify}}
>> > "hold.phone_notify">Daytime Phone: {{patron.day_phone}}
>>
>>
>>
>>
>>
>>
>>
>>
>>
>>
>>
>>
>> Route to the Private Hold Shelf.
>>
>>
>> Route to the Hold Shelf.
>>
>>
>>
>> Hold Shelf Expire Date: {{hold.shelf_expire_time | date:'M/d/'}}
>> Item Barcode: {{copy.barcode}}
>> Title: {{title}}
>>
>> Call Number: {{call_number.prefix}} {{call_number.label}}
>> {{call_number.suffix}}
>>
>>
>>
>>
>>
>>
>>
>>
>>
>>
>> Hold for patron: {{patron.family_name}},
>> {{patron.first_given_name}}
>> Notify by phone:
>> {{hold.phone_notify}}
>> Notify by text: {{hold.sms_notify}}
>> Notify by email:
>> {{patron.email}}
>> Daytime
>> Phone: {{patron.day_phone}}
>>
>> Notes:
>> {{note.title}} - {{note.body}}
>>
>>
>>
>>
>>
>>
>>
>> Request Date: {{hold.request_time |
>> date:$root.egDateAndTimeFormat}}
>>
>>
>>
>>
>> Printed: {{today | date:$root.egDateAndTimeFormat}} at
>> {{current_location.shortname}}
>>
>>
>> <
>>
>>
>> On Thu, Aug 29, 2019 at 12:22 PM Elizabeth Davis
>> wrote:
>>
>>> Hello
>>>
>>>
>>>
>>> I am using {{patron.pref_first_given_name}} in the print templates for
>>> receipts. I am curious if user.pref_first_give_name work? Can I have it
>>> print the preferred if it’s there and the first_given_name if there isn’t
>>> one?
>>>
>>>
>>>
>>> Elizabeth
>>>
>>>
>>>
>>> *From:* Open-ils-general [mailto:
>>> open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Kean
>>> XL
>>> *Sent:* Thursday, August 29, 2019 12:18 PM
>>> *To:* Evergreen Discussion Group <
>>> open-ils-general@list.georgialibraries.org>
>>> *Subject:* Re: [OPEN-ILS-GENERAL] Preferred Name on Notices
>>>
>>>
>>>
>>> What was the marker you were using for the preferred name? Is there a
>>> list of referable string names for the print templates?
>>>
>>>
>>>
>>> On Thu, Aug 29, 2019 at 11:49 AM Elizabeth Davis
>>> wrote:
>>>
>>> Hello Everyone,
>>>
>>>
>>>
>>> We just upgraded to 3.3 and I added the angular code in the print
>>> templates for preferred name and was curious if anyone uses preferred name
>>> in their trigger notifications. I would like to be consistent.
>>>
>>>
>>>
>>> Thank you,
>>>
>>>
>>>
>>> Elizabeth Davis
>>>
>>> Head of Digital Services
>>>
>>> Scranton Public Library
>>>
>>> 500 Vine Street
>>>
>>> Scranton, PA 18509
>>>
>>> 570-348-3000 ext. 3050
>>>
>>> eda...@albright.org
>>>
>>> pronouns: she/her/hers
>>>
>>>
>>>
>>>
Re: [OPEN-ILS-GENERAL] Organizational unit address in receipt templates
I filed a bug a while back regarding the HTML-less nature of these library
settings in the web client. It can be found here:
https://bugs.launchpad.net/evergreen/+bug/1801143
This is also almost possible in the print templates themselves, but I don't
think all the necessary fields are exposed currently. For example,
{{current_location.billing_address}} gets me the ID associated with the
workstation library's billing address. However, if I try things
like {{current_location.billing_address.street1}}
or {{current_location.billing_address.city}}, it does not work. I tested in
the Bills, Current template, so I can't say this will be true for all
templates.
The library's name can be displayed with {{current_location.name}}.
John
<http://www.cwmars.org>
John Amundson | Library Applications Supervisor | CW MARS
jamund...@cwmars.org | 508-755-3323 x322 <%28508%29%20755-3323>
https://www.cwmars.org
On Wed, Jul 31, 2019 at 12:47 PM Terran McCanna <
tmcca...@georgialibraries.org> wrote:
> Ah, I forgot that HTML didn't work with the web client includes. I've
> updated my notes.
>
>
> Terran McCanna, PINES Program Manager
> --
>
> Georgia Public Library Service | University System of Georgia
>
> 2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341
>
> (404) 235-7138 | tmcca...@georgialibraries.org
>
> http://help.georgialibraries.org | h...@help.georgialibraries.org
>
> <https://www.facebook.com/georgialibraries>
> <https://www.twitter.com/georgialibs>
>
> Join our email list <http://georgialibraries.org> for stories of Georgia
> libraries making an impact in our communities.
>
>
>
> On Wed, Jul 31, 2019 at 12:11 PM Lynn Floyd
> wrote:
>
>> An include statement is the best way to do this currently. I would also
>> add an wish list item to LaunchPad to include this information for use in
>> the templates.
>>
>>
>>
>> Just a note of warning, the includes cannot include any HTML, just your
>> basic text currently.
>>
>>
>>
>> Lynn Floyd
>>
>> lfl...@andersonlibrary.org
>>
>> Anderson County Library
>>
>> Anderson, SC
>>
>>
>>
>>
>>
>> *From:* Open-ils-general <
>> open-ils-general-boun...@list.georgialibraries.org> *On Behalf Of *Terran
>> McCanna
>> *Sent:* Wednesday, July 31, 2019 8:31 AM
>> *To:* cerninak...@jabok.cz; Group, Evergreen <
>> open-ils-general@list.georgialibraries.org>
>> *Subject:* Re: [OPEN-ILS-GENERAL] Organizational unit address in receipt
>> templates
>>
>>
>>
>> Hi Eva - you can still use the library settings to add standard text
>> blocks. I have instructions in the PINES docs here:
>>
>>
>>
>>
>> https://pines.georgialibraries.org/dokuwiki/doku.php?id=admin:workstations:receipts#include_text_across_multiple_templates_and_workstations
>>
>>
>>
>> On Wed, Jul 31, 2019, 8:03 AM Cerninakova Eva wrote:
>>
>> Hi,
>>
>> I am trying to set up web staff client print templates for our
>> consortium (in Evergreen 3.3.2). We would like to use the same print
>> templates for the whole consortium and avoid the necessity to save the
>> templates locally. We need include "current" library address (i.e.,
>> address of the library, where the receipt is printed) in some receipt.
>> However, I have not found and opportunity to add the library addres data to
>> receipt templates. It is only possible to add library code and name.
>>
>> In the XUL client, we used the opportunity to set up the receipts header
>> and footer for the particular library in the Library Setting Editor. The
>> setting is present in the web client too, but I suppose it is obsolete
>> and don't work with the angular print templates. (Or I am wrong?)
>>
>>
>> Ideally we need to add at least the organizational unit physical (or
>> mailing) address street1, city, zip code, phone number and SAN to the
>> following templates:
>>
>>- Bills, Current (t_bills_current.tt2
>>
>> <https://git.evergreen-ils.org/?p=Evergreen.git;a=blob;f=Open-ILS/src/templates/staff/share/print_templates/t_bills_current.tt2>
>>)
>>- Bills, Historical (t_bills_historical.tt2
>>
>> <https://git.evergreen-ils.org/?p=Evergreen.git;a=blob;f=Open-ILS/src/templates/staff/share/print_templates/t_bills_historical.tt2>
>>)
>>- Bills, Payment (t_bill_payment.tt2
>>
>> <https://git.evergreen-ils.org/?p=Evergreen.git;a=blob;f=Open-ILS/src/templates/staff/share/print_templates/t_bill_payment.tt2>
>>
Re: [OPEN-ILS-GENERAL] Preferred Name on Notices
Hi,
I recently set this up for a library.
The following code prints Holds Alias if it exists, if it doesn't, it
prints preferred name(s), and if those don't exist, it prints primary
name(s):
{{patron.alias}}
{{patron.pref_family_name}},
{{patron.family_name}},
{{patron.pref_first_given_name}}
{{patron.first_given_name}}
{{patron.pref_second_given_name}}
{{patron.second_given_name}}
<http://www.cwmars.org>
John Amundson | Library Applications Supervisor | CW MARS
jamund...@cwmars.org | 508-755-3323 x322 <%28508%29%20755-3323>
https://www.cwmars.org
On Tue, Oct 1, 2019 at 10:52 AM Terran McCanna <
tmcca...@georgialibraries.org> wrote:
> I haven't actually tested this, but I *think* something like this should
> work:
>
>
> {{patron.alias}}
>
>
>(your other code to show preferred name or legal name here)
>
>
>
>
> Terran McCanna, PINES Program Manager
> --
>
> Georgia Public Library Service | University System of Georgia
>
> 2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341
>
> (404) 235-7138 | tmcca...@georgialibraries.org
>
> http://help.georgialibraries.org | h...@help.georgialibraries.org
>
> <https://www.facebook.com/georgialibraries>
> <https://www.twitter.com/georgialibs>
>
> Join our email list <http://georgialibraries.org> for stories of Georgia
> libraries making an impact in our communities.
>
>
>
> On Tue, Oct 1, 2019 at 10:32 AM Lindsay Stratton
> wrote:
>
>> Has anybody configured their hold slips to print a hold alias if one is
>> present, or else a preferred name if present, or the primary name if that's
>> the only name present?
>>
>> I have managed preferred or primary, and can get an alias to print in
>> addition to preferred or primary names, but I'm stuck trying to get alias
>> or preferred/primary.
>>
>> Lindsay
>>
>>
>> Lindsay Stratton
>> Library Automation Services Manager
>> Pioneer Library System
>> 2557 State Rte 21
>> Canandaigua, NY 14424
>>
>>
>> --
>>
>> *From: *"Benjamin Kalish"
>> *To: *"Evergreen Discussion Group" <
>> open-ils-general@list.georgialibraries.org>
>> *Sent: *Saturday, September 21, 2019 10:46:32 AM
>> *Subject: *Re: [OPEN-ILS-GENERAL] Preferred Name on Notices
>>
>> I have found it helpful to add something like {{patronName =
>> (patron.pref_family_name || patron.family_name) + ", " +
>> (patron.pref_first_given_name || patron.first_given_name); "";}} to the top
>> of my print templates. Then I can just use {{patronName}} to get the comma
>> inverted name, taking preferred names into account, wherever I need it in
>> my template.
>>
>> Benjamin Kalish
>> Forbes Library / 413-587-1012 / bkal...@forbeslibrary.org
>>
>> Support Forbes Library:
>>
>>- Consider giving a gift <http://www.forbeslibrary.org/giving> to
>>Forbes Library
>>- Vote for the Friends of Forbes in the Florence Bank Community Grant
>>Program <https://www.florencebank.com/vote>.
>>-
>>- Join the Friends the Forbes today
>><https://forbeslibrary.org/friends/>!
>>
>>
>> Currently reading: *The Indian Clerk* by David Leavitt
>> Just Finished:* The Tombs of Atuan* by Ursula K. Le Guin
>>
>> For information about accessibility at the library, please see:
>> http://forbeslibrary.org/accessibility/
>>
>>
>>
>> On Mon, Sep 9, 2019 at 2:24 PM Terran McCanna <
>> tmcca...@georgialibraries.org> wrote:
>>
>>> This is what we're using in PINES (we moved the name to the top in a
>>> large font):
>>>
>>> >> ng-if="patron.pref_family_name">{{patron.pref_family_name}}>> ng-if="!patron.pref_family_name">{{patron.family_name}},
>>> >> ng-if="patron.pref_first_given_name">{{patron.pref_first_given_name}}>> ng-if="!patron.pref_first_given_name">{{patron.first_given_name}}
>>> >> ng-if="patron.pref_second_given_name">{{patron.pref_second_given_name}}>> ng-if="!patron.pref_second_given_name">{{patron.second_given_name}}
>>>
>>>
>>>
>>>
>>>
>>> Terran McCanna, PINES Program Manager
>>> --
>>>
>>> Georgia Public Library Service | University System of Georgia
>>>
>>> 2872 Woodcock Blvd, Suite 250 l At
