[OPEN-ILS-GENERAL] ebooks not in Title Browse search

[Donald Butterworth]

Hi All,

Can someone tell us what checkbox to check to get ebooks to appear in our
Title Browse search results?

We attach Record Source "oclc" and "ebook" to our bib records when they are
imported, but the ebooks are not appearing in the Browse Indexes or in the
title count "values". They do appear in all Keyword searches.

Thanks!

Don

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

[OPEN-ILS-GENERAL] Firefox Quantum Add-ons theme for Evergreen 3.0

[Donald Butterworth]

Hi All,

Has anybody found a color scheme "theme" that matches the Evergreen 3.0
toolbar? The "Dark Green by MaDonna" that I'm using now isn't that great of
a match.

I don't want to go through all 506 screens to find the perfect theme.
Anyone found one they really like?

Thanks!

Don

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

Re: [OPEN-ILS-GENERAL] Reorganized documentation: proof of concept

[Donald Butterworth]

Life is complicated, isn't it?

What I had in mind with my "constantly updated" phrase was that the
documentation was at a community site that would consist of the most recent
documentation.  I wasn't taking into account the need to have all the
different docs for all the different versions. I don't suppose a simple
disclaimer would be sufficient? Linking to the most recent version docs
still would speak to earlier version issues, and describing new features
might act as an incentive to move up to the latest and greatest. Just
looking for the easiest way to find answers.

Thanks for all you insights!

Don



On Thu, Aug 24, 2017 at 2:24 PM, Rogan Hamby <rha...@equinoxinitiative.org>
wrote:

> I didn't think about this until I saw Kathy's message pop up but I could
> also imagine a location where they don't want traffic going outside their
> defined network for a variety of reasons and it would have to be easy to
> modify or it would break for them.
>
>
>
>
> Rogan Hamby
>
> Data and Project Analyst
>
> Equinox Open Library Initiative
>
> phone:  1-877-OPEN-ILS (673-6457)
>
> email:  ro...@equinoxinitiative.org
> web:  http://EquinoxInitiative.org
>
> On Thu, Aug 24, 2017 at 2:20 PM, Kathy Lussier <kluss...@masslnc.org>
> wrote:
>
>> Hi,
>>
>> I think it has some challenges also.  One of these is that some Evergreen
>> users customize their installs.  You can always say "oh, then they have to
>> modify their links to go to different docs too."  I'd want to hear from
>> community members that might affect.
>>
>> Yes, that was my first reaction. If we had links to documentation in the
>> client, then I would want a setting allowing sites to customize the URL
>> that is used. There are many features / settings in Evergreen that may not
>> be available to our libraries due to policy. I would want them to access
>> documentation specific to their implementation of Evergreen.
>>
>> Related to Don's third bullet point, I also wanted to throw in a comment
>> that we do have something called field documentation available for the
>> patron editor that I think could be expanded to other interfaces in the
>> client. However, it takes a bit of work to configure field documentation.
>> More information is available at http://docs.evergreen-ils.org/
>> 2.1/html/fielddocumentation.html The docs are from 2.1, but my
>> recollection is that the field documentation in the web client displays the
>> same way as it did in the old client.
>>
>> Kathy
>>
>> On 08/24/2017 02:14 PM, Rogan Hamby wrote:
>>
>> Hi Donald,
>>
>> When you say "constantly updated" I'm imagining that you're not thinking
>> of something bundled with the distribution but links that go back to the
>> community site?  At the least this would have to be bound by version I
>> think and the granularity of the version it links to would have to be
>> considered.  For example, if path 31.2 introduces a new feature then we
>> need a new version of the docs to mirror that.  Anyway, that's all a long
>> way of saying I think the idea has merit but it could create accidental
>> confusion if not done just right.  Docs aren't always quite in sync with
>> development now and I think then the expectation that they would be, even
>> on small patches would be even higher.
>>
>> I think it has some challenges also.  One of these is that some Evergreen
>> users customize their installs.  You can always say "oh, then they have to
>> modify their links to go to different docs too."  I'd want to hear from
>> community members that might affect.
>>
>>
>> Rogan Hamby
>>
>> Data and Project Analyst
>>
>> Equinox Open Library Initiative
>>
>> phone:  1-877-OPEN-ILS (673-6457)
>>
>> email:  ro...@equinoxinitiative.org
>> web:  http://EquinoxInitiative.org
>>
>> On Thu, Aug 24, 2017 at 2:06 PM, Donald Butterworth <
>> don.butterwo...@asburyseminary.edu> wrote:
>>
>>> Jillianne and Jane,
>>>
>>> I like what you have done a *lot*. It makes so much sense and is less
>>> intimidating for us cataloger types who shy away from system
>>> administration.
>>>
>>> I wonder ... could the concept be taken a step further to include hot
>>> links, in Webby, to a constantly updated HTML version of the
>>> documentation?  I see 3 possibilities.
>>>
>>>- Create a "Documentation" dropdown menu, consisting of all 7 docs,
>>>alongside of Search | Circulation | Cataloging | etc.
>>>   

Re: [OPEN-ILS-GENERAL] Reorganized documentation: proof of concept

[Donald Butterworth]

Jillianne and Jane,

I like what you have done a *lot*. It makes so much sense and is less
intimidating for us cataloger types who shy away from system
administration.

I wonder ... could the concept be taken a step further to include hot
links, in Webby, to a constantly updated HTML version of the
documentation?  I see 3 possibilities.

   - Create a "Documentation" dropdown menu, consisting of all 7 docs,
   alongside of Search | Circulation | Cataloging | etc.
   - Add "Documentation" as a line item in the existing dropdown menus.
   - Ideally, right click on any dropdown menu line item, then have a line
   on the popup window with a context sensitive hot link. OCLC does something
   similar with a "MARC Field Help" hot link to its Bibliographic Formats and
   Standards.

Thanks so much for your great work! +1

Don



On Wed, Aug 23, 2017 at 4:37 PM, Mary Llewellyn  wrote:

> I think it looks great, much less overwhelming to have the module
> documentation split up.
>
> Mary
>
>
> On Thu, Aug 17, 2017 at 3:28 PM, Ruth Frasur  org> wrote:
>
>> This looks great.  I appreciate the reasoning behind this schema and
>> think it's very usable.
>>
>> On Tue, Aug 15, 2017 at 2:43 PM, Jane Sandberg 
>> wrote:
>>
>>> Dear Evergreeners,
>>>
>>> Jillianne Presley and I have put together a proof of concept for a new
>>> direction for Evergreen's documentation, and DIG would really
>>> appreciate your input.
>>>
>>> Rather than the current documentation, which tries to be many things
>>> to many people, the reorganized documentation is separated into
>>> separate manuals, each with its own audience (e.g. catalogers,
>>> front-line circ folks, sysadmins).  The hope is that this organization
>>> will help get the right content to the right people, and help DIG keep
>>> tabs on documentation gaps.
>>>
>>> You can find the new manuals in the bottom half of this page:
>>> http://docs-testing.evergreen-ils.org/
>>>
>>> Keep in mind that -- in this proof-of-concept iteration -- there are
>>> some pieces of documentation that are in the wrong manual.  However,
>>> we hope that it is close enough that you'd be able to tell us:
>>>
>>> a) if you think that reorganized documentation would be a valuable
>>> thing for this community to have.
>>>
>>> b) if the current breakdowns of manuals would make sense for your
>>> library.
>>>
>>> c) other feedback on this project.
>>>
>>> Again, that link is http://docs-testing.evergreen-ils.org/
>>>
>>> Thanks very much for your help,
>>>
>>>-Jane
>>>
>>> --
>>> Jane Sandberg
>>> Electronic Resources Librarian
>>> Linn-Benton Community College
>>> sand...@linnbenton.edu / 541-917-4655
>>> Pronouns: she/her/hers or they/them/theirs
>>>
>>
>>
>>
>> --
>> Ruth Frasur
>> Director of the Historic(ally Awesome) Hagerstown - Jefferson Township
>> Library
>> 10 W. College Street in Hagerstown, Indiana (47346)
>> p (765) 489-5632; f (765) 489-5808
>>
>> *Our Kickin' Website ,  Our Rockin'
>> Facebook Page ,  and The Nettle Creek
>> Players *
>>
>
>
>
> --
> Mary Llewellyn
> Database Manager
> Bibliomation, Inc.
> 24 Wooster Ave.
> Waterbury, CT 06708
> mllew...@biblio.org
>



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

Re: [OPEN-ILS-GENERAL] Hidden titles in OPAC

[Donald Butterworth]

Thanks again everyone for your guidance. We have implemented the Located
URI method and hope that all is now well.

Does anyone have a suggestion on how to confirm that all of the titles are
displaying correctly in all of the catalogs?   I tried a general keyword
search using the term "Online access", our default phrase in the $y,
without success. I also tried a general keyword search using the wildcard
term * without success. It would ease my mind if there was a way to confirm
that all 16K records are available when searching.

Don

On Tue, Aug 8, 2017 at 5:14 PM, Kathy Lussier <kluss...@masslnc.org> wrote:

> Hi Don,
>
> There are a couple of approaches you could take.
>
> You could use a different bib source for records that should be retrieved
> system-wide than you do for the ones that require the Located URI. The bib
> source for the former would be transcendent.
>
> Alternatively, you could use a Located URI with ASLAN to make those
> records show up system-wide.
>
> In my experience, there is one key difference between the two different
> methods. If your use transcendence, those records show up in all catalog
> searches. If you limit by copy location, the electronic resource will be
> retrieved. I believe (not 100% sure) it will also be retrieved when you
> limit to available items even though the system doesn't really know if it's
> available.
>
> With Located URIs, the record is never retrieved when you limit by copy
> location.
>
> The MassLNC consortia generally use Located URIs, even for resources
> available to the entire consortium, mainly because they prefer the Located
> URI behavior.
>
> Kathy
>
> On 08/08/2017 03:51 PM, Donald Butterworth wrote:
>
> Kathy,
>
> We changed the transcendent set to False and now the only records
> appearing in the respective catalogs are those that include a $9 in the 856
> field. I take it that a $9ASLAN needs to be added so that all Open Access
> bib records can display in all the catalogs ... or is there better way?
>
> Don
>
> On Tue, Aug 8, 2017 at 2:38 PM, Kathy Lussier <kluss...@masslnc.org>
> wrote:
>
>> Hi Don,
>>
>> You want the bib source to have transcendent set to False for the Located
>> URIs to work properly. Transcendence is a way to make bib records visible
>> if you don't use Located URIs and makes the bib records show up everywhere.
>> Located URIs are an alternate method for making them visible, not an add on
>> to trascendence.
>>
>> I hope that helps!
>>
>> Kathy
>>
>> On 08/08/2017 02:24 PM, Donald Butterworth wrote:
>>
>> Thanks Deborah, Elaine, and Mike. I have made adjustments to the Copy
>> Locations and Copy Status tables, and believe that will solve some of our
>> "not showing up" in the OPAC problem.
>>
>> Now for the opposite problem. We have ebook records showing up in OPACs
>> where they should not be showing. Here is an example.
>>
>> ISBN 9781426760112
>> Bibliographic source: *ebooks*
>> Psalms 1-72
>> <http://evergreen.wats.edu.ng/eg/opac/record/507393?query=online%20access;qtype=keyword;locg=107;detail_record_view=0;page=3>
>> / Richard J. Clifford.
>> =856 40$3Electronic copy from EBSCOHost$uhttps://ezproxy.asb
>> uryseminary.edu/login?url=http://search.ebscohost.com/login.
>> aspx?direct=true=site=nlebk=856417$yOnline access for Asbury
>> Seminary faculty, staff and students*$9ATS*
>>
>> My understanding is that when 1. there is no copy record present, 2.
>> there is a transcendent bibliographic source present, and 3. there is a $9
>> present, the bibliographic record should only be visible in the OPAC of the
>> Org Unit defined in the $9. In this example the bibliographic record
>> displays in all of our catalogs, although the hot link only displays in the
>> ATS catalog.
>>
>> What is the setting that we need to change?
>>
>> Thanks so much for your wisdom!
>>
>> Don
>>
>>
>> On Mon, Aug 7, 2017 at 4:04 PM, Mike Rylander <mrylan...@gmail.com>
>> wrote:
>>
>>> Hi Don,
>>>
>>> A title must have at least one copy, at least one located URI, or use
>>> transcendent bibliographic source in order to show up in the public
>>> catalog.
>>>
>>> http://docs.evergreen-ils.org/dev/_cataloging_electronic_res
>>> ources_8201_8212_8201_finding_them_in_catalog_searches.html
>>> http://docs.evergreen-ils.org/dev/_using_transcendent_bib_so
>>> urces_for_electronic_resources.html
>>>
>>> HTH,
>>>
>>> --
>>> Mike Rylander
>>>  | President
>>

Re: [OPEN-ILS-GENERAL] Hidden titles in OPAC

[Donald Butterworth]

Kathy,

We changed the transcendent set to False and now the only records appearing
in the respective catalogs are those that include a $9 in the 856 field. I
take it that a $9ASLAN needs to be added so that all Open Access bib
records can display in all the catalogs ... or is there better way?

Don

On Tue, Aug 8, 2017 at 2:38 PM, Kathy Lussier <kluss...@masslnc.org> wrote:

> Hi Don,
>
> You want the bib source to have transcendent set to False for the Located
> URIs to work properly. Transcendence is a way to make bib records visible
> if you don't use Located URIs and makes the bib records show up everywhere.
> Located URIs are an alternate method for making them visible, not an add on
> to trascendence.
>
> I hope that helps!
>
> Kathy
>
> On 08/08/2017 02:24 PM, Donald Butterworth wrote:
>
> Thanks Deborah, Elaine, and Mike. I have made adjustments to the Copy
> Locations and Copy Status tables, and believe that will solve some of our
> "not showing up" in the OPAC problem.
>
> Now for the opposite problem. We have ebook records showing up in OPACs
> where they should not be showing. Here is an example.
>
> ISBN 9781426760112
> Bibliographic source: *ebooks*
> Psalms 1-72
> <http://evergreen.wats.edu.ng/eg/opac/record/507393?query=online%20access;qtype=keyword;locg=107;detail_record_view=0;page=3>
> / Richard J. Clifford.
> =856 40$3Electronic copy from EBSCOHost$uhttps://ezproxy.
> asburyseminary.edu/login?url=http://search.ebscohost.com/
> login.aspx?direct=true=site=nlebk=856417$yOnline access for
> Asbury Seminary faculty, staff and students*$9ATS*
>
> My understanding is that when 1. there is no copy record present, 2. there
> is a transcendent bibliographic source present, and 3. there is a $9
> present, the bibliographic record should only be visible in the OPAC of the
> Org Unit defined in the $9. In this example the bibliographic record
> displays in all of our catalogs, although the hot link only displays in the
> ATS catalog.
>
> What is the setting that we need to change?
>
> Thanks so much for your wisdom!
>
> Don
>
>
> On Mon, Aug 7, 2017 at 4:04 PM, Mike Rylander <mrylan...@gmail.com> wrote:
>
>> Hi Don,
>>
>> A title must have at least one copy, at least one located URI, or use
>> transcendent bibliographic source in order to show up in the public
>> catalog.
>>
>> http://docs.evergreen-ils.org/dev/_cataloging_electronic_res
>> ources_8201_8212_8201_finding_them_in_catalog_searches.html
>> http://docs.evergreen-ils.org/dev/_using_transcendent_bib_so
>> urces_for_electronic_resources.html
>>
>> HTH,
>>
>> --
>> Mike Rylander
>>  | President
>>  | Equinox Open Library Initiative
>>  | phone:  1-877-OPEN-ILS (673-6457)
>>  | email:  mi...@equinoxinitiative.org
>>  | web:  http://equinoxinitiative.org
>>
>>
>> On Mon, Aug 7, 2017 at 2:50 PM, Donald Butterworth
>> <don.butterwo...@asburyseminary.edu> wrote:
>> > Hi All,
>> >
>> > We are finding that some of our titles show in the Staff Client but do
>> not
>> > show n the OPAC. One example of this: titles that have a copy record
>> Status
>> > "New Book".
>> >
>> > The only titles we want hidden are deleted titles. Everything else we
>> want
>> > to display. What value do we need to change to make this happen?
>> >
>> > Thanks!
>> >
>> > Don
>> >
>> > --
>> > Don Butterworth
>> > Collection Management Librarian /
>> > Faculty Associate
>> > B.L. Fisher Library
>> > Asbury Theological Seminary
>> > don.butterwo...@asburyseminary.edu
>> > (859) 858-2227 <%28859%29%20858-2227>
>>
>
>
>
> --
> Don Butterworth
> Collection Management Librarian /
> Faculty Associate
> B.L. Fisher Library
> Asbury Theological Seminary
> don.butterwo...@asburyseminary.edu
> (859) 858-2227
>
>
> --
> Kathy Lussier
> Project Coordinator
> Massachusetts Library Network Cooperative(508) 343-0128kluss...@masslnc.org
> Twitter: http://www.twitter.com/kmlussier
>
>


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

Re: [OPEN-ILS-GENERAL] Hidden titles in OPAC

[Donald Butterworth]

Thanks Deborah, Elaine, and Mike. I have made adjustments to the Copy
Locations and Copy Status tables, and believe that will solve some of our
"not showing up" in the OPAC problem.

Now for the opposite problem. We have ebook records showing up in OPACs
where they should not be showing. Here is an example.

ISBN 9781426760112
Bibliographic source: *ebooks*
Psalms 1-72
<http://evergreen.wats.edu.ng/eg/opac/record/507393?query=online%20access;qtype=keyword;locg=107;detail_record_view=0;page=3>
/ Richard J. Clifford.
=856 40$3Electronic copy from EBSCOHost$u
https://ezproxy.asburyseminary.edu/login?url=http://search.ebscohost.com/login.aspx?direct=true=site=nlebk=856417
$yOnline access for Asbury Seminary faculty, staff and students*$9ATS*

My understanding is that when 1. there is no copy record present, 2. there
is a transcendent bibliographic source present, and 3. there is a $9
present, the bibliographic record should only be visible in the OPAC of the
Org Unit defined in the $9. In this example the bibliographic record
displays in all of our catalogs, although the hot link only displays in the
ATS catalog.

What is the setting that we need to change?

Thanks so much for your wisdom!

Don


On Mon, Aug 7, 2017 at 4:04 PM, Mike Rylander <mrylan...@gmail.com> wrote:

> Hi Don,
>
> A title must have at least one copy, at least one located URI, or use
> transcendent bibliographic source in order to show up in the public
> catalog.
>
> http://docs.evergreen-ils.org/dev/_cataloging_electronic_
> resources_8201_8212_8201_finding_them_in_catalog_searches.html
> http://docs.evergreen-ils.org/dev/_using_transcendent_bib_
> sources_for_electronic_resources.html
>
> HTH,
>
> --
> Mike Rylander
>  | President
>  | Equinox Open Library Initiative
>  | phone:  1-877-OPEN-ILS (673-6457)
>  | email:  mi...@equinoxinitiative.org
>  | web:  http://equinoxinitiative.org
>
>
> On Mon, Aug 7, 2017 at 2:50 PM, Donald Butterworth
> <don.butterwo...@asburyseminary.edu> wrote:
> > Hi All,
> >
> > We are finding that some of our titles show in the Staff Client but do
> not
> > show n the OPAC. One example of this: titles that have a copy record
> Status
> > "New Book".
> >
> > The only titles we want hidden are deleted titles. Everything else we
> want
> > to display. What value do we need to change to make this happen?
> >
> > Thanks!
> >
> > Don
> >
> > --
> > Don Butterworth
> > Collection Management Librarian /
> > Faculty Associate
> > B.L. Fisher Library
> > Asbury Theological Seminary
> > don.butterwo...@asburyseminary.edu
> > (859) 858-2227
>



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

[OPEN-ILS-GENERAL] Hidden titles in OPAC

[Donald Butterworth]

Hi All,

We are finding that some of our titles show in the Staff Client but do not
show n the OPAC. One example of this: titles that have a copy record Status
"New Book".

The only titles we want hidden are deleted titles. Everything else we want
to display. What value do we need to change to make this happen?

Thanks!

Don

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

[OPEN-ILS-GENERAL] Cursor focus in Webby

[Donald Butterworth]

All,

A few weeks ago we updated to 2.12.1 and because I don't have to print
labels, I've been able to use Webby almost exclusively to do cataloging.

One of my pet peeves had been after clicking the Browse search button, the
cursor wasn't focused in the the search box on the search screen. A small
thing, but something I ran into constantly. With 2.12.1 the fix is in, and
it works great. Not only is the cursor in the search box, but the text
remains highlighted after the search, even after switching screens. This is
great behavior since it means I no longer have to click and swipe with the
mouse when I want to do the next search. I can just start typing or
pasting. Love it !

You know what they say. "If you give a mouse a cookie, then he'll want a
glass of milk"... this same behavior is not yet in place in Webby, for
Keyword search, Advanced Search, or in the Search textbox on the Record
Summary screen.

Anybody else want this to happen besides me?

Don

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

Re: [OPEN-ILS-GENERAL] Icon criteria

[Donald Butterworth]

Perfect. Thanks Kathy!

On Fri, Mar 3, 2017 at 3:38 PM, Kathy Lussier <kluss...@masslnc.org> wrote:

> Hi Don,
>
> http://docs.evergreen-ils.org/2.11/_marc_record_attributes.
> html#_search_and_icon_formats shows the default definitions.
>
> These definitions are all customizable, and the top of that page describes
> how define format filters, icon formats, and metarecord hold formats. A
> reingest is required after any changes are made.
>
> I hope this helps!
>
> Kathy
> On 03/03/2017 03:32 PM, Donald Butterworth wrote:
>
> Would someone please point me to the Fields or subfields that Evergreen
> uses to determine that ebook icon should display.
>
> Thanks!
>
> Don
>
> --
> Don Butterworth
> Collection Management Librarian /
> Faculty Associate
> B.L. Fisher Library
> Asbury Theological Seminary
> don.butterwo...@asburyseminary.edu
> (859) 858-2227
>
>
> --
> Kathy Lussier
> Project Coordinator
> Massachusetts Library Network Cooperative(508) 343-0128kluss...@masslnc.org
> Twitter: http://www.twitter.com/kmlussier
>
>


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

[OPEN-ILS-GENERAL] Icon criteria

[Donald Butterworth]

Would someone please point me to the Fields or subfields that Evergreen
uses to determine that ebook icon should display.

Thanks!

Don

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

Re: [OPEN-ILS-GENERAL] Load MARC Order Record

[Donald Butterworth]

Thanks Kathy. I think we have liftoff!

On Tue, Jan 31, 2017 at 8:07 AM, Kathy Lussier <kluss...@masslnc.org> wrote:

> This documentation should still be current:
>
> http://docs.evergreen-ils.org/2.11/_importing_materials_in_
> the_staff_client.html
>
> Kathy
>
> On 01/31/2017 05:52 AM, Donald Butterworth wrote:
>
> Kathy & All,
>
> I began trying to make this work by doing a Google search for MARC Batch
> Import/Export and found documentation that stated specifically that
> creating copy records was not an option. It must have been old
> documentation. I'll go back to the drawing board and call for help again if
> I hit a brick wall
>
> Thanks Kathy and ... looking forward to meeting some of y'all at the
> upcoming conference in beautiful Kentucky.
>
> Don
>
>
> On Mon, Jan 30, 2017 at 11:44 AM, Kathy Lussier <kluss...@masslnc.org>
> wrote:
>
>> HI Don,
>>
>> Evergreen acquisitions really expects you to have a PO. I don't think
>> there is a way to create real copies/items in acq without creating the PO.
>> I haven't tested this in a while, but, my recollection is that if you can
>> leave the "Create Purchase Order" checkbox unchecked if you are adding the
>> imported lineitems to a Selection List. But those lineitems need to be
>> added to a PO before you can create the live copies.
>>
>> Is there any reason you aren't adding those records through the MARC
>> Batch Import/Export interface? You should be able to configure a MARC
>> import to create copies based on that 962, and there are library settings
>> that allow you to autogenerate call numbers and barcodes as you do in the
>> acquisitions interface.
>>
>> Kathy
>>
>> On 01/30/2017 11:34 AM, Donald Butterworth wrote:
>>
>> All,
>>
>> I have a rather unusual situation. I want to be able to use the Load MARC
>> Order Record so that I can generate a copy/item record on import, but I do
>> NOT want to generate a PO.
>>
>> Load MARC Order Record works fine as long as the "Create Purchase Order"
>> checkbox is checked. But it returns the error message "... the attempt to
>> write to the database failed." when unchecked
>>
>> Is there a parameter that needs to be changed/created so that I can load
>> a MARC record that has the correct field (962 in our case) to create a
>> copy/item record but not generate a PO?
>>
>> Thanks!
>>
>> Don
>>
>> --
>> Don Butterworth
>> Collection Management Librarian /
>> Faculty Associate
>> B.L. Fisher Library
>> Asbury Theological Seminary
>> don.butterwo...@asburyseminary.edu
>> (859) 858-2227 <%28859%29%20858-2227>
>>
>>
>> --
>> Kathy Lussier
>> Project Coordinator
>> Massachusetts Library Network Cooperative(508) 343-0128kluss...@masslnc.org
>> Twitter: http://www.twitter.com/kmlussier
>>
>> --
> Don Butterworth Collection Management Librarian / Faculty Associate B.L.
> Fisher Library Asbury Theological Seminary don.butterworth@
> asburyseminary.edu (859) 858-2227
>
> --
> Kathy Lussier
> Project Coordinator
> Massachusetts Library Network Cooperative(508) 343-0128kluss...@masslnc.org
> Twitter: http://www.twitter.com/kmlussier
>
>


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

Re: [OPEN-ILS-GENERAL] Load MARC Order Record

[Donald Butterworth]

Kathy & All,

I began trying to make this work by doing a Google search for MARC Batch
Import/Export and found documentation that stated specifically that
creating copy records was not an option. It must have been old
documentation. I'll go back to the drawing board and call for help again if
I hit a brick wall

Thanks Kathy and ... looking forward to meeting some of y'all at the
upcoming conference in beautiful Kentucky.

Don


On Mon, Jan 30, 2017 at 11:44 AM, Kathy Lussier <kluss...@masslnc.org>
wrote:

> HI Don,
>
> Evergreen acquisitions really expects you to have a PO. I don't think
> there is a way to create real copies/items in acq without creating the PO.
> I haven't tested this in a while, but, my recollection is that if you can
> leave the "Create Purchase Order" checkbox unchecked if you are adding the
> imported lineitems to a Selection List. But those lineitems need to be
> added to a PO before you can create the live copies.
>
> Is there any reason you aren't adding those records through the MARC Batch
> Import/Export interface? You should be able to configure a MARC import to
> create copies based on that 962, and there are library settings that allow
> you to autogenerate call numbers and barcodes as you do in the acquisitions
> interface.
>
> Kathy
>
> On 01/30/2017 11:34 AM, Donald Butterworth wrote:
>
> All,
>
> I have a rather unusual situation. I want to be able to use the Load MARC
> Order Record so that I can generate a copy/item record on import, but I do
> NOT want to generate a PO.
>
> Load MARC Order Record works fine as long as the "Create Purchase Order"
> checkbox is checked. But it returns the error message "... the attempt to
> write to the database failed." when unchecked
>
> Is there a parameter that needs to be changed/created so that I can load a
> MARC record that has the correct field (962 in our case) to create a
> copy/item record but not generate a PO?
>
> Thanks!
>
> Don
>
> --
> Don Butterworth
> Collection Management Librarian /
> Faculty Associate
> B.L. Fisher Library
> Asbury Theological Seminary
> don.butterwo...@asburyseminary.edu
> (859) 858-2227 <%28859%29%20858-2227>
>
>
> --
> Kathy Lussier
> Project Coordinator
> Massachusetts Library Network Cooperative(508) 343-0128kluss...@masslnc.org
> Twitter: http://www.twitter.com/kmlussier
>
>


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

[OPEN-ILS-GENERAL] Load MARC Order Record

[Donald Butterworth]

All,

I have a rather unusual situation. I want to be able to use the Load MARC
Order Record so that I can generate a copy/item record on import, but I do
NOT want to generate a PO.

Load MARC Order Record works fine as long as the "Create Purchase Order"
checkbox is checked. But it returns the error message "... the attempt to
write to the database failed." when unchecked

Is there a parameter that needs to be changed/created so that I can load a
MARC record that has the correct field (962 in our case) to create a
copy/item record but not generate a PO?

Thanks!

Don

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

Re: [OPEN-ILS-GENERAL] Evergreen International 2017 Pre-conference Proposals

[Donald Butterworth]

Any chance we could offer "Evergreen Programming 101" for programmers who
want to begin contributing code, but don't want to get in over their head?

On Fri, Nov 18, 2016 at 2:01 PM, Garry Collum  wrote:

> Hi all,
>
> The 2017 Evergreen International Conference Committee is seeking proposals
> for 3 hour long pre-conference workshops to take place on Wednesday April
> 5th, 2017.
>
> A few weeks ago the committee performed a survey to see what types of
> programs people would be interested in attending.  The results of the
> survey included the following:
>
>  SQL (PostgreSQL)
>
>  Reports
>
>  Using Acquisitions
>
>  Using Serials
>
>  Holds configuration.
>
>  Cataloging clean-up/deduplication
>
>  Linked data
>
>  How to use git
>
>  How to contribute documentation
>
>  Action triggers, how, what, when
>
>  Cataloging in a consortia environment
>
>  Web client in depth
>
>
> Selected presenters will be offered complimentary conference registration.
>
> The original deadline for submission of proposals for pre-conference
> workshops was November 24, 2016.  Because of my error of posting the notice
> only to the developer's listserv, I would like to extend that deadline to
> December 8, 2016.
>
> Please contact Garry Collum at (garry.col...@kentonlibrary.org) or Anna
> Goben at (ago...@library.in.gov) with any questions.
>
>
>
> Please submit proposals to eg-conf-progr...@list.evergreen-ils.org.
>
>
>
>  Garry Collum
>
>  Kenton County Public Library
>



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

Re: [OPEN-ILS-GENERAL] Acquisitions question: how do you handle orders from Amazon?

[Donald Butterworth]

Hi Jane and All,

For any who use Amazon as a primary vendor, or any vendor for that
matter, JTacq
freeware  will make your workflow very
smooth and can save you a ton of money.  This may sound too good to be
true, but it's not.

Full Disclosure:
I have worked with Jim Taylor, the developer of JTacq, for more than 15
years. He worked for ATS while his wife was getting her degree, and he
still does contract work for us. I also, regularly, make recommendations on
JTacq features.

JTacq began with Jim creating an automated holdings search of our local
Horizon System and grew from there. JTacq was doing federated searches
before anyone. Since then it has grown into a mature collection
development/purchasing application. And, yes, it is free.

Here is what our workflow looks like with an Amazon Order.

   1. Type ISBN into search box and hit Enter. JTacq will pull a title
   record from the Amazon database. Repeat searching until you work through
   the pile/list. (or import spreadsheet title list, or import file of MARC
   records)
   2. Hit the "Holdings" button to determine if you already own the title
   3. Batch delete any duplicate titles you do not want to order
   4. Hit the "GetData" button. JTacq then does a federated search of any
   vendors you purchase from. e.g. B, YBP, EBSCO, Amazon, Amazon Used,
   ABEBooks, etc.
   5. Check the retrieved offers, decide who to order from based on
   cheapest vendor, and move them into order bins/files
   6. Apply order data and item record data either as a batch or one title
   at a time to the bin of titles you are ordering. (This includes coded
   Evergreen data like shelving location, budget code, price, owning library,
   etc. I create "Copy Profiles" that lets me apply all this data in one
   fell swoop. It will later be used to generate a 962 field which Evergreen
   will use to populate the Purchase Order.)
   7. From the Offers Screen, click the "Cart" button, then the "Amazon Cart"
   button. This will place your order into the Amazon cart.
   8. Follow the typical Amazon checkout routine.
   9. Return to main screen and click the "Get MARC Records" button
   10. Chose the appropriate bin/file and click "Get MARC". JTacq will then
   pull bib records from OCLC or from another Z39.50 database.
   11. Delete the unwanted records records retrieved, e.g. the electronic
   records, German, French, Italian, U.K., etc
   12. Edit the finalized list of bib records. There are several tools
   JTacq provides to batch change/delete data. (very powerful, very cool)
   13. Apply the 962 fields to all bib records with one keystroke. Here is
   an example of what one looks like:   =962  \\$aGN799.A8 H37
   2014$dFirm$tBOOK$lStacks$bBSPHD$oATS-KY$c1$p203.11
   14. When all bib records have been edited click "Export to MARC". All of
   your permanent bib records will be place in a file, that you designate, so
   that they can be imported into Evergreen.
   15. Exit out to the finished bin and delete all the titles you have
   purchased. That's the end of the JTacq process.

On the Evergreen side:

   1. Click "Load MARC Order Records"
   2. Enter the appropriate data to the Upload screen
   3. Click the "Browse" button in the File to Upload text box
   4. Select the correct file
   5. Click the "Upload" button

This results in your fully populated Purchase order being created, your
permanent MARC record being created, and your fully populated item records
being created. This makes the receiving process very, very fast. When the
volumes come in, labels are printed and they are usually out the door
within a day or two.

Truthfully getting everything set up can be daunting. But once it is all in
place, it is *so* worth the effort. Getting the Evergreen parameters
defined took some mental energy. But that was a onetime deal. Setting up
parameters for every vendor you order from could be a little tedious. On
the JTacq side Jim will help you make all the necessary connections. In my
opinion, Jim is the most service oriented person you will ever meet. If you
need help, you can count on him; usually the same day.

Am I prejudiced? Maybe a little. But I know for a fact that we are able to
"average" better than a 30% discount on our purchases, because we are able
to tell at a glance who has the cheapest cost ... and yes we do buy used
books to keep cost minimized on our rapidly shrinking book budget.
Happy purchasing,

Don

On Thu, Oct 13, 2016 at 5:22 PM, Jane Sandberg 
wrote:

> Hi colleagues,
>
> We're thinking about how we want to approach on-order records from
> Amazon, and wanted to know how you approached this in your own
> libraries.  We had a few ideas:
>
> 1) Just wait on creating POs until the Amazon orders actually arrive.
> This doesn't give patrons the chance to put holds on items before they
> are received.
>
> 2) Just type out the brief order records when the order is placed,
> which seems time consuming.

Re: [OPEN-ILS-GENERAL] I want a "real" book

[Donald Butterworth]

Thanks so much Josh. I love it when I can pass problems on to IT. ;-)

On Thu, Sep 15, 2016 at 9:50 AM, Josh Stompro <stomp...@exchange.larl.org>
wrote:

> Hello Don, there is a new feature in 2.10 that adds an option to have a
> “Exclude Electronic Resource” checkbox, see 9.7.5 at
> https://evergreen-ils.org/documentation/release/RELEASE_
> NOTES_2_10.html#_public_catalog
>
>
>
> I think to reorder the Numeric Search options you need to edit a template
> file, /openils/var/web/templates/opac/parts/advanced/numeric.tt2,
> although probably not under templates directly, you probably have custom
> templates folder that changes go in.
>
> Josh Stompro - LARL IT Director
>
>
>
> *From:* Open-ils-general [mailto:open-ils-general-
> boun...@list.georgialibraries.org] *On Behalf Of *Donald Butterworth
> *Sent:* Thursday, September 15, 2016 8:21 AM
> *To:* Evergreen Discussion Group
> *Subject:* [OPEN-ILS-GENERAL] I want a "real" book
>
>
>
> Hi All,
>
> Our Provost was looking for a title the other day, and he did NOT(!) want
> an ebook. Turns out on the Advanced Search screen "Item Form" lets you
> limit by everything but paper. Would someone please point me to the
> documentation that show how to enable this option.
>
> Also, I need to reorder the field options under Numeric Search. I'd very
> much appreciate a link to that documentation as well.
>
> Many Thanks!
>
> Don
>
>
> --
>
> Don Butterworth
> Collection Management Librarian /
> Faculty Associate
> B.L. Fisher Library
> Asbury Theological Seminary
> don.butterwo...@asburyseminary.edu
> (859) 858-2227
>



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

[OPEN-ILS-GENERAL] I want a "real" book

[Donald Butterworth]

Hi All,

Our Provost was looking for a title the other day, and he did NOT(!) want
an ebook. Turns out on the Advanced Search screen "Item Form" lets you
limit by everything but paper. Would someone please point me to the
documentation that show how to enable this option.

Also, I need to reorder the field options under Numeric Search. I'd very
much appreciate a link to that documentation as well.

Many Thanks!

Don

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

Re: [OPEN-ILS-GENERAL] Acquisitions and 13-digit ISBN question

[Donald Butterworth]

Mary Jo,

I'm just curious ... what difference does it make whether the ISBN10 or the
ISBN13 displays?

Don

On Thu, Aug 18, 2016 at 5:01 PM, Josh Stompro 
wrote:

> Hello Mary Jo, I seem to remember this problem.  I think it is a missing
> permission problem.  There is a permission that controls the ability to
> choose which ISBN is used by the PO line item.   I’ll try and find details
> for you.
>
>
>
> Josh Stompro - LARL IT Director
>
>
>
> *From:* Open-ils-general [mailto:open-ils-general-
> boun...@list.georgialibraries.org] *On Behalf Of *Mary Jo Gleason
> *Sent:* Thursday, August 18, 2016 9:56 AM
> *To:* open-ils-general@list.georgialibraries.org
> *Subject:* [OPEN-ILS-GENERAL] Acquisitions and 13-digit ISBN question
>
>
>
> We recently came up on Evergreen 2.10 from Evergreen 2.2.  When we Load
> Marc Order records, and view the PO, the PO has the 10-digit ISBN showing.
> Does anyone know how to make the 13-digit ISBN show instead of the
> 10-digit.  I’m pretty sure it’s because the 10-digit is listed first in the
> Marc record, but our vendor records come over that way and I haven’t been
> able to find a way to reorder them on their side.
>
>
>
> When we first came up on Evergreen many moons ago, I vaguely remember this
> same thing happening, but don’t remember how it was remedied.
>
>
>
> Any help would be greatly appreciated.
>
>
>
> Thanks,
>
> Mary Jo Gleason
>
> Acquisitions Supervisor
>
>
>
> [image: Mary Jo Gleason]
>



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

Re: [OPEN-ILS-GENERAL] Hold settings

[Donald Butterworth]

Thanks much everyone. That should get me started. -- Don

On Tue, Aug 2, 2016 at 12:10 PM, Jason Stephenson <ja...@sigio.com> wrote:

> On 08/02/2016 10:30 AM, Cerninakova Eva wrote:
> > Holdability of the copy can be affected also by  "Reference" flag. When
> > "Referece is set to "Yes", the copy is not holdable and can´t circulate
> > even if both are set to "yes".
>
> The above is not strictly true, though that is typically the case.
>
> The Reference flag does not prevent holds or circulation outright and
> the staff client will not indicate a copy is not holdable just because
> ref is true. At least, it shouldn't.
>
> Most sites do set their hold and circ matrix parameters so that
> reference items do no fill holds and do not circulate. I know that at
> MVLC, they generally do not permit holds but some libraries allow them
> to circulate overnight or even up to a week.
>
> Jason
>
>
> >
> > Eva
> >
> >
> >
> >
> >
> >
> > ---
> > Mgr. Eva Cerniňáková
> > cer...@jabok.cz <mailto:cer...@jabok.cz>
> > Tel. +420 211 222 409
> >
> > Knihovna Jabok
> > http:/knihovna.jabok.cuni.cz <http://knihovna.jabok.cz>
> > Tel.  +420 211 222 410
> >
> > Jabok - Vyšší odborná škola sociálně pedagogická a teologická
> > Salmovská 8, 120 00 Praha 2
> >
> >
> > 2016-08-02 16:02 GMT+02:00 Elaine Hardy <eha...@georgialibraries.org
> > <mailto:eha...@georgialibraries.org>>:
> >
> > Don,
> >
> > Remember that a no anywhere overrides a yes anywhere. If as Joan
> > asks, your copy/shelving location is set to not holdable, it will
> > override the value in the copy editor. And vice versa.
> >
> > Elaine
> >
> >
> >
> > J. Elaine Hardy
> > PINES & Collaborative Projects Manager
> > Georgia Public Library Service/PINES
> > 1800 Century Place, Ste. 150
> > Atlanta, GA 30045
> >
> > 404.235.7128  Office
> > 404.548.4241  Cell
> > 404.235.7201  FAX
> >
> > On Tue, Aug 2, 2016 at 9:41 AM, Joan Kranich <jkran...@cwmars.org
> > <mailto:jkran...@cwmars.org>> wrote:
> >
> > Hi Don,
> >
> > __ __
> >
> > Is the Copy Location of this item Holdable?
> >
> > __ __
> >
> > Joan
> >
> > __ __
> >
> > Joan Kranich
> >
> > Member Services Supervisor
> >
> > C/W MARS, Inc.
> >
> > 508-755-3323, ext. 321 <tel:508-755-3323%2C%20ext.%20321> or
> > ext. 1
> >
> > __ __
> >
> > *From:*Open-ils-general
> > [mailto:open-ils-general-boun...@list.georgialibraries.org
> > <mailto:open-ils-general-boun...@list.georgialibraries.org>] *On
> > Behalf Of *Donald Butterworth
> > *Sent:* Tuesday, August 2, 2016 8:17 AM
> > *To:* Evergreen Discussion Group
> > <open-ils-general@list.georgialibraries.org
> > <mailto:open-ils-general@list.georgialibraries.org>>
> > *Subject:* [OPEN-ILS-GENERAL] Hold settings
> >
> > __ __
> >
> > Hi All,
> >
> > In the "Holdable?" category in the Copy Editor, the value is
> > "Yes", but in the "Holdable" column on the Record Summary
> > screen, the value is "Not holdable". 
> >
> > Could someone please tell us what check box we have failed to
> > check?
> >
> > Don
> > 
> >
> >
> > -- 
> >
> > Don Butterworth
> > Collection Management Librarian /
> > Faculty Associate
> > B.L. Fisher Library
> > Asbury Theological Seminary
> > don.butterwo...@asburyseminary.edu
> > <mailto:don.butterwo...@asburyseminary.edu>
> > (859) 858-2227 <tel:%28859%29%20858-2227>
> >
> >
> >
>



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

[OPEN-ILS-GENERAL] Hold settings

[Donald Butterworth]

Hi All,

In the "Holdable?" category in the Copy Editor, the value is "Yes", but in
the "Holdable" column on the Record Summary screen, the value is "Not
holdable".

Could someone please tell us what check box we have failed to check?

Don

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

Re: [OPEN-ILS-GENERAL] Ordering bibliographic & item records from vendors

[Donald Butterworth]

Hi Glen,

We don't order our bib & item records from a vendor. Instead we use JTacq
freeware . First we use it to identify
the cheapest source to purchase a title from. We then use it to batch pull
permanent bib records from OCLC. JTacq is also used to generate and apply a
963 field(s) on each bib record. Our 963 tag contains subfields for all
item record data, including the call number. So if there is a call number
on the bib record, it will be duplicated in the 963 field.

Evergreen first requires the definition of a 9xx field so that it knows
what data to apply to what item record field. You must then define the 9xx
field for every single vendor that you purchase from.

Essentially the bib/item records JTacq supplies are identical to the ones
you purchase from a vendor, only way cheaper. The Evergreen import process
for JTacq supplied records and vendor supplied record are identical. We use
Vandelay for everything we purchase.

We routinely use these permanent bibs to populate a PO as part of the
import process. That means that when the title arrives in the library, it
is a very quick process to receive the item, make labels and send it out
the door to circulation.

Feel free to contact me, off list, if you want more specifics.

Don

Full Disclosure: I have given input to Jim Taylor for almost 2 decades as
he has developed JTacq. It is very robust, mature software. We couldn't
survive without it.


On Tue, Jul 12, 2016 at 4:35 PM, Glen Modell  wrote:

> Hello, this is Glen at the Ann Arbor District Library in Michigan.  We are
> not on Evergreen but are exploring it.  I would appreciate advice from
> anyone who is purchasing new bibliographic / item record combinations from
> vendors such as Baker & Taylor.  Two questions please:
>
> First, are you going through Vandelay, or using another method?
>
> Second, how are you handling the call number records?  Is the vendor
> contributing those as well?
>
> Thanks.  --  Glen.
>
> *
> Glen Modell
> Library Automation Specialist
> Ann Arbor District Library
> 734-327-8322
> mode...@aadl.org
>
>
>


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

Re: [OPEN-ILS-GENERAL] Search box cursor focus

[Donald Butterworth]

That's another option that I use, but a general keyword search is not
always the most efficient search. And, though it is only one click, why
click when you don't have to?. Sometimes I have a list of titles that I'm
working through, and a general keyword search requires me to type more
words in order to get a reasonably limited result list.

Also F3 doesn't speak to the Browse search which, as a cataloger, I use at
least as much as the keyword search options. It just seems reasonable to me
that it shouldn't require a triple click (etc.) to do a search from the
screen I am on.

I'm not a programmer, so I'm probably way off base, but aren't we only
talking about a tiny line of code?

On Fri, Jul 8, 2016 at 12:05 PM, Jason Etheridge 
wrote:

> > Or, I can "Ctrl W" to return to the Welcome screen, where the cursor is
> > always positioned in a blank search box, or, I can Click on "Browse the
> > Catalog", where the cursor is never in the blank search box.
>
> Don, how about hitting F3 to replace the current tab with an
> auto-focused Advanced Search screen?
>
> --
> Jason Etheridge
> | Community and Migration Manager
> | Equinox Software - Open Your Library
> | 1-877-OPEN-ILS (673-6457)
> | ja...@esilibrary.com
> | http://www.esilibrary.com
>



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

Re: [OPEN-ILS-GENERAL] Searchable Copy Notes

[Donald Butterworth]

Hi Scott,

One alternative to your proposal is to use a 541 (Immediate Source of
Acquisition)  note in the
bib record rather than a note in the item/copy record. This field is
primarily intended for "original or historical items or other archival
collections", but it can be used to chronicle gifts. Of course you do lose
the exact copy donated information with this approach and the field is
visible to the public if they happen to look at the MARC record display.
But it can be indexed, and used to pull reports.

We've just started doing this and it seems to be working OK. Using a macro
program to apply constant data saves on repetitive stress injuries and
typos.

Just a thought.

Don

On Thu, May 19, 2016 at 1:14 PM, scott.tho...@sparkpa.org <
scott.tho...@sparkpa.org> wrote:

> Hi,
>   We are trying to gauge community support for creating, in the staff
> client, a keyword search interface for Copy Notes. We are a statewide
> consortium. Since bib records are shared, we do not allow our members to
> use Local Notes tags like 590 for very localized information like “In
> memory of Jim Jones” or “Donated by Harry Haynes.” The problem is that
> descendants of Mr. Jones and Mr. Haynes himself might come in and demand to
> know what items come up, and we have no way of doing that (other than
> reports which cannot easily be run by front-line staff). Would anyone else
> like to see a search interface for Copy Notes? Also, what kind of
> information do other libraries and consortia place in Copy Notes?
>
> Thank you,
> Scott
>
>
>
> Scott Thomas
>
> Executive Director
>
> *PaILS / SPARK*
>
> (717) 873-9461
>
> scott.tho...@sparkpa.org
>
> [image: Description: Description: Training | SPARK – Pennsylvania's
> Statewide Library System] 
>
>
>



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

[OPEN-ILS-GENERAL] Competition for Evergreen?

[Donald Butterworth]

Here's an interesting article that just appeared in American Libraries that
has some implications for Evergreen

http://americanlibrariesmagazine.org/2016/04/22/ebsco-kuali-open-source-project/

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

Re: [OPEN-ILS-GENERAL] Question on Suppression

[Donald Butterworth]

Great! Thanks Eva.

On Thu, Mar 10, 2016 at 8:21 AM, Cerninakova Eva <cer...@jabok.cz> wrote:

> Hi Donald,
>
> It is possible to to set up desired subject fields in TPAC template
> subject.tt2  (/openils/var/template/opac/parts/record/subject.tt2). For the
> series fields it is series.tt2.
>
> Eva
>
>
>
>
>
>
>
>
> ---
> Mgr. Eva Cerniňáková
> cer...@jabok.cz
> Tel. +420 211 222 409
>
> Knihovna Jabok
> http:/knihovna.jabok.cuni.cz <http://knihovna.jabok.cz>
> Tel.  +420 211 222 410
>
> Jabok - Vyšší odborná škola sociálně pedagogická a teologická
> Salmovská 8, 120 00 Praha 2
>
>
> 2016-03-10 13:58 GMT+01:00 Donald Butterworth <
> don.butterwo...@asburyseminary.edu>:
>
>> Hi All,
>>
>> Is there a quick and easy way to suppress all subjects that are not
>> official Library of Congress subject (6XX with a second indicator of zero)
>> from the Record Summary screen? We are not interested in either indexing or
>> displaying subjects from the National Library of Medicine, or any of the
>> other National Library subjects that are routinely added to LC MARC
>> records.
>>
>> Ditto, the 490 and 491 series fields.
>>
>> Thanks!
>>
>> Don
>>
>>
>>
>> --
>> Don Butterworth
>> Collection Management Librarian /
>> Faculty Associate
>> B.L. Fisher Library
>> Asbury Theological Seminary
>> don.butterwo...@asburyseminary.edu
>> (859) 858-2227
>>
>
>


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

[OPEN-ILS-GENERAL] Question on Suppression

[Donald Butterworth]

Hi All,

Is there a quick and easy way to suppress all subjects that are not
official Library of Congress subject (6XX with a second indicator of zero)
from the Record Summary screen? We are not interested in either indexing or
displaying subjects from the National Library of Medicine, or any of the
other National Library subjects that are routinely added to LC MARC
records.

Ditto, the 490 and 491 series fields.

Thanks!

Don



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

Re: [OPEN-ILS-GENERAL] Loading MARC order records from vendors

[Donald Butterworth]

Ann-Marie,

We always use this feature when adding bib records for purchased titles. It
allows us to generate and populate purchase orders and copy/item records on
import.

Field and subfields are *locally defined* in the system.

The field number (Holdings Tag) we use is 962. The subfield definitions we
use are:
i - barcode
a - call number
t - circ modifier
d - collection code
l - copy location
p - estimated price
b - fund code
o - owning library
c - quantity

Unfortunately not all of the subfields needed to completely define the
copy/item record are available when defining the 962 tag, thereby adding
another step in the receiving process.

Once that is done, each "Holding Subfields" must be manually added to every
vendor/provider record. (It would be very helpful if this configuration
defaulted, whenever provider records are created ... but I digress)

Once the initial Field and subfield definitions are established, the path
one takes to set up a provider record is as follows.
Admin > Server Administration >  Acquisitions > Provider > YBP

Hope that helps.

Don

On Mon, Feb 22, 2016 at 2:04 AM, Ann-Marie Breaux  wrote:

> Hi everyone,
>
>
>
> I’m hoping you might be able to help me. YBP Library Services is a book
> vendor, and we have a few customers who use Evergreen. There are some who
> want to order on YBP’s system and then load MARC records with order data in
> 9xx fields to create bib records and order records in Evergreen. Based on
> the documentation I’ve found, this seems to be do-able.
>
>
>
> However I can’t find any details regarding the actual 9xx data. Is it
> required to send the order data in certain 9xx fields, or is that
> configured by the library within Evergreen? If there are specific 9xx
> fields or order data elements that we should be outputting, I would be most
> grateful if someone could point me to the details.
>
>
>
> In the Sitka documentation, I did find this:
>
> A 970 holdings tag with subfields o, q, f, and e must included in each
> MARC record for the purchase order to successfully activate.
>
>
>
> But then I couldn’t find anything explaining what should be in those 970
> fields.
>
>
>
> Thanks in advance for any guidance anyone can provide.
>
>
>
> *Ann-Marie Breaux*
>
> Vice President, Academic Service Integration
>
> YBP Library Services
>
> Phone/fax: +1 (678) 445-5720
>
> e-mail: abre...@ybp.com
>
>
>



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

[OPEN-ILS-GENERAL] Sort by... and Browse Indexes

[Donald Butterworth]

Colleagues,

We've been spending some time tidying up our browse indexes and thanks to
Jim Taylor they are looking a lot better.

Two questions:

1. Is anybody else having trouble using the "Sort by" dropdown box for
Browse Index results lists? for example:
Bible. Genesis -- Commentaries (At least 100)

contains about 193 titles. The default sort order is "Sort by Relevance"
When you try to Sort by Title A-Z it displays a blank screen. Is there a
check-box we are missing or is this a genuine bug?

Also I would like to be able to have different default sort orders
depending on the type of index being used.
Author, Subject, Series -> Title A-Z default.
Title -> Author A-Z default.
Is this available now or should I put it on the Wish List?

Thanks All!

Don




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

[OPEN-ILS-GENERAL] Batch search using 028 field data (publisher number)

[Donald Butterworth]

All,

I have an Excel spreadsheet of titles that also includes the corresponding
028 tag (publisher number). The 028 is a valid keyword in our general
keyword index.

What I would like to be able to do is pull the MARC records together in
Evergreen, using the 028 data from the spreadsheet, and then export them to
a file.

Can somebody point me in the right direction, please?

Don

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

Re: [OPEN-ILS-GENERAL] FW: Evergreen Acquistions vs some other method

[Donald Butterworth]

At Asbury Seminary we have been using the Acq module since we went live a
year and a half ago. For the most part, it handles Firm Orders correctly.
It is not designed to handle Standing Orders, e.g. Periodicals, Serials,
Monographic series, and Blanket orders. To handle these types of orders we
have to get "creative" and treat them like a monograph, or keep an outside
record on a spreadsheet.

Here is what our workflow looks like in case anyone is interested.

Electronic "candidate" records are compiled into the freeware JTacq
.
JTacq checks Evergreen and identifies titles we already own.
JTacq searches for the vendor with the cheapest price.
Copy/Item record data is attached to each title through the use of
"profiles"
JTacq puts titles to be ordered from Amazon and ABEBooks directly into
their checkout carts.
JTacq pulls the permanent Bib record from OCLC.
JTacq deletes "junk" fields from the bib records.
JTacq applies a 962 field to each bib record based on the linked profile.

Bib Records are exported to a file to be imported into Evergreen. The "Load
MARC Order Records" feature is then used to create a Purchase Order, add
the permanent Bib record to the database and add Copy/Item records to the
database all in one fell swoop. Very Cool.

The only flaw in this procedure is you CANNOT have multiple 962 fields with
different purchase prices. So if volume 1 costs $50 and volume 2 costs $75
you are out of luck.

Because all of the cataloging work is done up front, with the permanent
MARC record used to create the order, receiving volumes is a snap. It takes
very little time to get volumes/items on the shelf.

Another annoyance is the "Acquisition Search" screen grid. Only 15 lines
are displayed on this screen, newest to oldest. To date we have 155 orders
with Amazon, which means we have to hit the "Next" button 11 times just to
get to the most recent order. I hate to think how many times we will need
to hit "Next" 3 years from now.

With those two caveats we are pleased with Firm Orders.

(But don't get me started on Electronic Invoicing with EBSCO)

Don


On Thu, Nov 5, 2015 at 4:08 PM, Elisabeth Keppler 
wrote:

> Forsyth County NC used to use the Evergreen acquisitions module, but
> because the County would not allow us to track money that way (we are
> required to use the County Finance Department's methods), it was much more
> trouble than it was worth.  We were tracking in multiple places.  Now, once
> the PO is activated, the money people track the funds and Tech Services
> tracks the materials.  That's an over-simplification, of course, but it
> means there's a lot less duplication of effort.
>
> Best of luck!
> Lise
>
> On Thu, Nov 5, 2015 at 3:58 PM, St. John, Leslie <
> lstj...@georgialibraries.org> wrote:
>
>> Hi Sharon,
>> We (I) empathize.  Sincerely.  It's not easy. We use all of it, or try.
>> We've learned a lot and keep on learning.
>>
>> In our consortium we currently have three library systems using
>> Acquisitions. The systems are different in size, budget, workflows and
>> vendors. Each encounters different issues.  When we go into a library
>> system that wants to use Acquisitions we ask about their goals and then
>> later, after they have had some experience we go back and ask if the EG
>> Acquisitions has or will meet their goals and they all have said yes.  They
>> are most excited about fund tracking - that they know how their budgets
>> stand in real time; second is they are happily relieved of most of their
>> paper.  Although we tend to have very strict audit requirements that still
>> require paper purchase orders and invoices their pre-order tracking,
>> collating and receiving are almost paper free. One of our library systems
>> that tried and rejected Acquisitions is now extremely interested - the
>> person who rejected it is now in charge of the entire process of acquiring
>> and cataloging for a large system. They now appreciate the advantages of a
>> cohesive Acquisitions module over their cobbled together vendor website and
>> internal spreadsheet system they have been using.
>>
>> I do not know of any of our library systems using any Acquisitions
>> specific software. Most systems seem to use a combination of ordering
>> through through their vendor websites and issuing paper purchase orders,
>> keeping track of their funds though spreadsheets.  Some of our larger
>> systems have constructed in-house databases to manage ordering but not fund
>> tracking.
>>
>> I hope that helps you out some. Please feel free to contact me if you
>> have further questions or if we can be of any help to you.
>> Leslie
>>
>> Leslie St. John
>> PINES Consultant
>> Georgia Public Library Service
>> A Unit of the University System of Georgia
>> 1800 Century Place, Suite 150
>> Atlanta, GA 30345-4304
>> 404-235-7129
>> lstj...@georgialibraries.org
>> www.gapines.org
>>
>> --
>> *From: *"Sharon Douglas" 

Re: [OPEN-ILS-GENERAL] Spine & Pocket label printing - Circulation Sets

[Donald Butterworth]

Josh,

For our label supplies we have use the Barcode Factory
<http://www.barcodefactory.com/> (Paragon Print Systems, Inc.) for many
years. They sell all kinds of printers, including Zebra, so I'm quite sure
they could easily supply you with matching labels.

At ATS, we actually had them create a "die" which is used to cut generic
label stock to our exact specification whenever we place an order. There is
a one time cost to create the die, but the price of the stock is on the low
side. We typically print more that 10,000 labels a year, so it didn't take
very long to justify the cost of the die. You may want to explore this
option.

Asbury University, hasn't gotten back to me yet on where they get their
supplies, but when they do I will add it to this thread.

Happy printing,

Don




On Mon, Oct 12, 2015 at 10:14 PM, Josh Stompro <stomp...@exchange.larl.org>
wrote:

> Thanks Don, could you share what specific media/label stock you use with
> the Zebra TLP 2844 and your supplier for that media.
>
> Thanks
>
> Josh
>
>
>
> *From:* Open-ils-general [mailto:
> open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Donald
> Butterworth
> *Sent:* Monday, October 12, 2015 9:09 AM
> *To:* Evergreen Discussion Group
>
> *Subject:* Re: [OPEN-ILS-GENERAL] Spine & Pocket label printing -
> Circulation Sets
>
>
>
> The folks at Asbury University have had success with a Zebra TLP 2844. It
> uses Thermal Transfer ribbon and prints spine+pocket labels on a role. Cost
> is between $300 and $400.
>
> At Asbury Seminary we have been using an old Cub thermal transfer printer.
> We use it to print spine+pocket, and barcode labels. When it dies we will
> likely go with a Zebra like the University.
>
> We are sold on printers that use thermal transfer ribbons. The print is
> very clear and fade resistant.
>
>
>
> Don
>
>
>
>
>
> On Mon, Oct 12, 2015 at 8:41 AM, Scott Thomas <sc...@albright.org> wrote:
>
> Hi Josh,
>
>
>
> When we migrated from Sirsidynix Symphony earlier in the year, one of our
> biggest challenges was label printing because we also print spine and
> pocket labels. The only solution we found was to use TSC TTP-247 thermal
> printers. When processing materials, we scan them into Item Status and dump
> Item Status to a .csv and import it into Bartender. We can print from
> there. We do not use the native Evergreen label printing utility. It was
> hard to set up, but, now that we have it all documented, it works well.
> Please let me know if you need additional information.
>
>
> Scott
>
>
>
>
>
> Scott  Thomas, MLS
>
> Head of Information Technologies and Technical Services
>
> Scranton Public Library
>
> Lackawanna County Library System
>
> 2006 N. Main Ave.
>
> Scranton, PA 18508
>
> Ph: 570-207-2379
>
> Fx: 570-348-3020
>
> Email: sc...@albright.org
>
>
>
>
>
>
>
>
>
> *From:* Open-ils-general [mailto:
> open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Elisabeth
> Keppler
> *Sent:* Friday, October 09, 2015 5:11 PM
> *To:* Evergreen Discussion Group <
> open-ils-general@list.georgialibraries.org>
> *Subject:* Re: [OPEN-ILS-GENERAL] Spine & Pocket label printing -
> Circulation Sets
>
>
>
> Forsyth County (NC) uses the Dymo LabelWriter 450 series.  The printers
> are as little as $100 each from some vendors and the labels are available
> from many sources for pretty low prices.  It is a thermal solution, but you
> don't have to worry about wasting labels on sheets that aren't full and
> there's no ink or toner to buy.  Dymo makes a Twin version of the printer
> that lets you have two rolls working at once.  It's more expensive (up to
> $200) and we use pocket labels very rarely, so I don't think we bought any
> of that model.  We just switch out the rolls as needed.  I can't promise
> this would be the perfect solution for spine and pocket sets, but the more
> options you have, the better.
>
>
>
> Good luck!
>
>
>
> Lise
>
>
>
> On Fri, Oct 9, 2015 at 4:08 PM, Josh Stompro <stomp...@exchange.larl.org>
> wrote:
>
> Hello, we are currently using Demco 1491670 (1 1/4” x 1” Spine + 2 5/8” x
> 1 ¼” Pocket labels, 16 to a sheet) printed on a laser printer.
>
>
>
> I’ve seen the question asked a few times about what others are using to
> print the Spine+pocket labels but I haven’t seen any responses.  I’m hot
> having luck finding thermal printer stock for spine+pocket labels, which
> may also be called circulation sets.  We would be open to moving to
> thermal, but I haven’t found the stock we might need yet.  And I really
> don’t want one of the th

Re: [OPEN-ILS-GENERAL] Spine & Pocket label printing - Circulation Sets

[Donald Butterworth]

A.U. tells me that they have been getting their supplies from Demco. Last
time they ordered the price for Thermal Resin ribbon was about $30 each,
and a roll of 2000 labels was about $80.

On Wed, Oct 14, 2015 at 8:25 AM, Donald Butterworth <
don.butterwo...@asburyseminary.edu> wrote:

> Josh,
>
> For our label supplies we have use the Barcode Factory
> <http://www.barcodefactory.com/> (Paragon Print Systems, Inc.) for many
> years. They sell all kinds of printers, including Zebra, so I'm quite sure
> they could easily supply you with matching labels.
>
> At ATS, we actually had them create a "die" which is used to cut generic
> label stock to our exact specification whenever we place an order. There is
> a one time cost to create the die, but the price of the stock is on the low
> side. We typically print more that 10,000 labels a year, so it didn't take
> very long to justify the cost of the die. You may want to explore this
> option.
>
> Asbury University, hasn't gotten back to me yet on where they get their
> supplies, but when they do I will add it to this thread.
>
> Happy printing,
>
> Don
>
>
>
>
> On Mon, Oct 12, 2015 at 10:14 PM, Josh Stompro <stomp...@exchange.larl.org
> > wrote:
>
>> Thanks Don, could you share what specific media/label stock you use with
>> the Zebra TLP 2844 and your supplier for that media.
>>
>> Thanks
>>
>> Josh
>>
>>
>>
>> *From:* Open-ils-general [mailto:
>> open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Donald
>> Butterworth
>> *Sent:* Monday, October 12, 2015 9:09 AM
>> *To:* Evergreen Discussion Group
>>
>> *Subject:* Re: [OPEN-ILS-GENERAL] Spine & Pocket label printing -
>> Circulation Sets
>>
>>
>>
>> The folks at Asbury University have had success with a Zebra TLP 2844.
>> It uses Thermal Transfer ribbon and prints spine+pocket labels on a role.
>> Cost is between $300 and $400.
>>
>> At Asbury Seminary we have been using an old Cub thermal transfer
>> printer. We use it to print spine+pocket, and barcode labels. When it dies
>> we will likely go with a Zebra like the University.
>>
>> We are sold on printers that use thermal transfer ribbons. The print is
>> very clear and fade resistant.
>>
>>
>>
>> Don
>>
>>
>>
>>
>>
>> On Mon, Oct 12, 2015 at 8:41 AM, Scott Thomas <sc...@albright.org> wrote:
>>
>> Hi Josh,
>>
>>
>>
>> When we migrated from Sirsidynix Symphony earlier in the year, one of our
>> biggest challenges was label printing because we also print spine and
>> pocket labels. The only solution we found was to use TSC TTP-247 thermal
>> printers. When processing materials, we scan them into Item Status and dump
>> Item Status to a .csv and import it into Bartender. We can print from
>> there. We do not use the native Evergreen label printing utility. It was
>> hard to set up, but, now that we have it all documented, it works well.
>> Please let me know if you need additional information.
>>
>>
>> Scott
>>
>>
>>
>>
>>
>> Scott  Thomas, MLS
>>
>> Head of Information Technologies and Technical Services
>>
>> Scranton Public Library
>>
>> Lackawanna County Library System
>>
>> 2006 N. Main Ave.
>>
>> Scranton, PA 18508
>>
>> Ph: 570-207-2379
>>
>> Fx: 570-348-3020
>>
>> Email: sc...@albright.org
>>
>>
>>
>>
>>
>>
>>
>>
>>
>> *From:* Open-ils-general [mailto:
>> open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Elisabeth
>> Keppler
>> *Sent:* Friday, October 09, 2015 5:11 PM
>> *To:* Evergreen Discussion Group <
>> open-ils-general@list.georgialibraries.org>
>> *Subject:* Re: [OPEN-ILS-GENERAL] Spine & Pocket label printing -
>> Circulation Sets
>>
>>
>>
>> Forsyth County (NC) uses the Dymo LabelWriter 450 series.  The printers
>> are as little as $100 each from some vendors and the labels are available
>> from many sources for pretty low prices.  It is a thermal solution, but you
>> don't have to worry about wasting labels on sheets that aren't full and
>> there's no ink or toner to buy.  Dymo makes a Twin version of the printer
>> that lets you have two rolls working at once.  It's more expensive (up to
>> $200) and we use pocket labels very rarely, so I don't think we bought any
>> of that model.  We just switch out the rolls as needed.  I can't promise
>> this woul

Re: [OPEN-ILS-GENERAL] Cursor focus tweak?

[Donald Butterworth]

I can't be speak to how others are using the Search bar, so this is from
the perspective of a cataloger.

Personally, the only time having the text remain in the search box has
helped me is when I have not selected the correct search criteria. For
example, when the Search Type was set to Author and I really wanted it set
to Title.

The vast majority of the time, I am working with a list of some kind. When
I go from the OPAC View to the MARC Edit screen to fix the bib record, it
takes three mouse transactions to get back to the OPAC View, and three more
mouse transactions in the Search box before I can enter the next search.
That's a lot of clicking. Automatically highlighting the Search box on the
OPAC View and on the Results screen view would cut that in half; making my
searching much faster and cutting back on my Repetitive Stress syndrome.

Ideally I would like to be able to initiate a search at any time from any
screen; just like in a web browser. That would save the most mouse clicks.
Replacing the Record Summary header with a Search the Catalog header would
make my searching requirements much easier.

Also, one solution other systems have used that speaks to the need for
retaining searches, is to  make the Search box into a Drop-down list that
retains a brief history of previous searches. That would be a pretty cool
new feature.


On Fri, Oct 9, 2015 at 11:50 AM, Kathy Lussier <kluss...@masslnc.org> wrote:

> Further it would be wonderful if any text that has carried over from a
> search could be highlighted (Shift/End) That way I can just start typing
> again.
>
> I'm not sure about this one. It's helpful when users are using the quick
> search bar to launch a new search, but it could be frustrating for users
> who are trying to refine their search from that search bar.
>
> It would be nice to have some solid user testing to get an idea of how
> this search bar is being used. I suspect we get a mix of uses.
>
> Kathy
>
>
> On 10/09/2015 08:13 AM, Donald Butterworth wrote:
>
> Hi All,
>
> You know how on the main Evergreen launch page and all of the Search
> screen options (except Browse) the cursor is always happily positioned in
> the Search text box? I would love to have this same behavior on all results
> screens and all Record Summary screens all the time.
>
> When you go to a Record Summary screen from a Results Screen the cursor is
> focused in the Search text box (except Browse). However if you go to the
> MARC Edit screen, and then return to the Record summary screen, the focus
> is no longer in the textbox. Many, many times I have tried to type
> unsuccessfully because the cursor wasn't in the textbox.
>
> Further it would be wonderful if any text that has carried over from a
> search could be highlighted (Shift/End) That way I can just start typing
> again.
>
> Would this be a big fix? Is it something that my IT geniuses could do
> easily?
>
> Anybody else like to see this behavior?
>
> Don
>
> --
> Don Butterworth
> Faculty Associate / Librarian III
> B.L. Fisher Library
> Asbury Theological Seminary
> don.butterwo...@asburyseminary.edu
> (859) 858-2227
>
>
> --
> Kathy Lussier
> Project Coordinator
> Massachusetts Library Network Cooperative(508) 343-0128kluss...@masslnc.org
> Twitter: http://www.twitter.com/kmlussier
>
>


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

Re: [OPEN-ILS-GENERAL] Spine & Pocket label printing - Circulation Sets

[Donald Butterworth]

The folks at Asbury University have had success with a Zebra TLP 2844. It
uses Thermal Transfer ribbon and prints spine+pocket labels on a role. Cost
is between $300 and $400.

At Asbury Seminary we have been using an old Cub thermal transfer printer.
We use it to print spine+pocket, and barcode labels. When it dies we will
likely go with a Zebra like the University.

We are sold on printers that use thermal transfer ribbons. The print is
very clear and fade resistant.

Don


On Mon, Oct 12, 2015 at 8:41 AM, Scott Thomas  wrote:

> Hi Josh,
>
>
>
> When we migrated from Sirsidynix Symphony earlier in the year, one of our
> biggest challenges was label printing because we also print spine and
> pocket labels. The only solution we found was to use TSC TTP-247 thermal
> printers. When processing materials, we scan them into Item Status and dump
> Item Status to a .csv and import it into Bartender. We can print from
> there. We do not use the native Evergreen label printing utility. It was
> hard to set up, but, now that we have it all documented, it works well.
> Please let me know if you need additional information.
>
>
> Scott
>
>
>
>
>
> Scott  Thomas, MLS
>
> Head of Information Technologies and Technical Services
>
> Scranton Public Library
>
> Lackawanna County Library System
>
> 2006 N. Main Ave.
>
> Scranton, PA 18508
>
> Ph: 570-207-2379
>
> Fx: 570-348-3020
>
> Email: sc...@albright.org
>
>
>
>
>
>
>
>
>
> *From:* Open-ils-general [mailto:
> open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Elisabeth
> Keppler
> *Sent:* Friday, October 09, 2015 5:11 PM
> *To:* Evergreen Discussion Group <
> open-ils-general@list.georgialibraries.org>
> *Subject:* Re: [OPEN-ILS-GENERAL] Spine & Pocket label printing -
> Circulation Sets
>
>
>
> Forsyth County (NC) uses the Dymo LabelWriter 450 series.  The printers
> are as little as $100 each from some vendors and the labels are available
> from many sources for pretty low prices.  It is a thermal solution, but you
> don't have to worry about wasting labels on sheets that aren't full and
> there's no ink or toner to buy.  Dymo makes a Twin version of the printer
> that lets you have two rolls working at once.  It's more expensive (up to
> $200) and we use pocket labels very rarely, so I don't think we bought any
> of that model.  We just switch out the rolls as needed.  I can't promise
> this would be the perfect solution for spine and pocket sets, but the more
> options you have, the better.
>
>
>
> Good luck!
>
>
>
> Lise
>
>
>
> On Fri, Oct 9, 2015 at 4:08 PM, Josh Stompro 
> wrote:
>
> Hello, we are currently using Demco 1491670 (1 1/4” x 1” Spine + 2 5/8” x
> 1 ¼” Pocket labels, 16 to a sheet) printed on a laser printer.
>
>
>
> I’ve seen the question asked a few times about what others are using to
> print the Spine+pocket labels but I haven’t seen any responses.  I’m hot
> having luck finding thermal printer stock for spine+pocket labels, which
> may also be called circulation sets.  We would be open to moving to
> thermal, but I haven’t found the stock we might need yet.  And I really
> don’t want one of the thermal printers that costs 2-4K$
>
>
>
> The https://www.branchdistrictlibrary.org/professional/labels/ site
> looked promising, but the PDF library it uses doesn’t seem to support
> columns of different sizes.  The ezColumnStart function just takes the
> number of columns and the space between them.  Maybe that isn’t a huge deal
> if I treat the spine + pocket as one label and just have two columns.
>
>
>
> Is there any hope for non dot matrix printing of Spine + Pocket sets?
>
>
>
> Thanks
>
> Josh
>
>
>
> Lake Agassiz Regional Library - Moorhead MN larl.org
>
> Josh Stompro | Office 218.233.3757 EXT-139
>
> LARL IT Director | Cell 218.790.2110
>
>
>
>
>
>
>
> --
>
> Lise Keppler, Technical Services
>
> Forsyth County Public Library
>
> 2851 Fairlawn Dr
>
> Winston Salem NC  27106
>
> 336-703-3048
>



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

[OPEN-ILS-GENERAL] E-Books and item records ... again

[Donald Butterworth]

Hi Folks,

This question harkins back to the discussion we had some months ago about
best practices for ebook; should there be an item record associated with an
e-title? There seemed to be a consensus that an item record isn't necessary.

Here is our new scenario. We have a bib record that is already available in
the ATS Library. The WATS Library (which is part of our consortium) wants
it to appear in their catalog as well. How is that done if there is no
attached item record?

Hoping this is just a newbie question.

Thanks!

Don

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

Re: [OPEN-ILS-GENERAL] E-Books and item records ... again

[Donald Butterworth]

Thanks everyone. That helps a lot! -- Don

On Tue, Oct 6, 2015 at 10:51 AM, Kathy Lussier <kluss...@masslnc.org> wrote:

> Just providing a bit of clarification on this. If you leave off the
> subfield 9, the record will only appear in search results if you are using
> a transcendent record source.
>
> What I was describing before was a case where you would solely be using
> Located URI's without the transcendent bib source. If you don't use
> transcendent record sources, then you can make the records appear
> consortium-wide by adding the consortium to the subfield 9.
>
> Many consortia using Located URI's don't use transcendent record sources
> because they appear in too many places, including searches limited to copy
> locations.
>
> The documentation at
> http://docs.evergreen-ils.org/2.9/_cataloging_electronic_resources_8201_8212_8201_finding_them_in_catalog_searches.html
> describes the difference between the two methods of exposing electronic
> resources.
>
> Kathy
>
>
> On 10/06/2015 10:38 AM, Hardy, Elaine wrote:
>
> Donald,
>
>
>
> You can also leave off the |9 if you want all the consortium to retrieve
> the record in a search. To see how we did a record for a resource available
> to the entire consortium, check
> http://gapines.org/eg/opac/record/5737867?query=mango%20languages;qtype=keyword;locg=9
> and then scroll down to view the MARC record.
>
>
>
> If you just want to give the two libraries access to the same URL, I would
> suggest adding the |9 for each location to one 856 rather than multiple
> 856s. I personally would only use 2 856s  if the link differed for the 2
> libraries.
>
>
>
> *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
>
>
>
> *From:* Open-ils-general [
> mailto:open-ils-general-boun...@list.georgialibraries.org
> <open-ils-general-boun...@list.georgialibraries.org>] *On Behalf Of *Kathy
> Lussier
> *Sent:* Tuesday, October 6, 2015 10:03 AM
> *To:* open-ils-general@list.georgialibraries.org
> *Subject:* Re: [OPEN-ILS-GENERAL] E-Books and item records ... again
>
>
>
> Hi Don,
>
> It depends.
>
> From your question, I'm assuming you are using Located URIs since the WATS
> library can't see your electronic resources.
>
> There is a global flag you can enable to see these electronic resources
> when scoped to the consortium (ASLAN), but they won't show up for users
> specifically searching the WATS library.
>
> You could add a second subfield 9 with the WATS library to your 856 field.
> This would continue to display just one URL on the record, but force it to
> appear in the WATS library scope. Alternatively, you could add a second 856
> field for the WATS library if you want two URL's to display: one that
> should be used for ATS and one that should be used for WATS.
>
> If you want the resource to appear for all branches, you could put the
> consortium in subfield 9 instead of ATS.
>
> Kathy
>
> On 10/06/2015 09:50 AM, Donald Butterworth wrote:
>
> Hi Folks,
>
> This question harkins back to the discussion we had some months ago about
> best practices for ebook; should there be an item record associated with an
> e-title? There seemed to be a consensus that an item record isn't necessary.
>
> Here is our new scenario. We have a bib record that is already available
> in the ATS Library. The WATS Library (which is part of our consortium)
> wants it to appear in their catalog as well. How is that done if there is
> no attached item record?
>
> Hoping this is just a newbie question.
>
> Thanks!
>
>
>
> Don
>
>
> --
>
> Don Butterworth
> Faculty Associate / Librarian III
> B.L. Fisher Library
> Asbury Theological Seminary
> don.butterwo...@asburyseminary.edu
> (859) 858-2227
>
>
>
> --
>
> Kathy Lussier
>
> Project Coordinator
>
> Massachusetts Library Network Cooperative
>
> (508) 343-0128
>
> kluss...@masslnc.org
>
> Twitter: http://www.twitter.com/kmlussier
>
>
> --
> Kathy Lussier
> Project Coordinator
> Massachusetts Library Network Cooperative(508) 343-0128kluss...@masslnc.org
> Twitter: http://www.twitter.com/kmlussier
>
>


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

[OPEN-ILS-GENERAL] 016 & 029

[Donald Butterworth]

Hi Everyone,

As part of a project to add more fields to the general keyword index, we
discovered that we can't add the 016 and the 029 control number fields to a
MARC record.

It looks like it saves, but it isn't there when you do a new search. It
also never shows on the MARC View screen.

What do we need to do to add these fields?

Thanks!

Don

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

Re: [OPEN-ILS-GENERAL] 016 & 029

[Donald Butterworth]

The only reason I wanted them included in our parameters is so that when we
complete this project, we can submit it to become part of the permanent
Evergreen code, if the power that be so choose. These control numbers might
be very important for libraries in the UK, Australia, and etc.


On Thu, Oct 1, 2015 at 2:05 PM, Hardy, Elaine <eha...@georgialibraries.org>
wrote:

> We do strip them on import. I did not realize that also meant it would
> strip them when added to an existing MARC record. Too me that is 2
> different procedures
>
>
>
> We don’t use them – I don’t see the need for them either. I was testing
> for Don.
>
>
>
> *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
>
>
>
> *From:* Open-ils-general [mailto:
> open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Dea
> Nowell
> *Sent:* Thursday, October 01, 2015 1:57 PM
>
> *To:* Evergreen Discussion Group
> *Subject:* Re: [OPEN-ILS-GENERAL] 016 & 029
>
>
>
> Mary, we also strip the 029s as we don't see any reason to keep them.  I'm
> just noting that stripping them on import may be why Elaine (& possibly
> Don) are unable to add them to records.
> - Dea Nowell
>
> On 10/1/2015 10:37 AM, Mary Llewellyn wrote:
>
> We’re stripping the 029s. Am I missing a reason why we should be keeping
> them?
>
>
>
> Mary
>
>
>
> Mary Llewellyn
>
> Database Manager
>
> Bibliomation, Inc.
>
> 24 Wooster Ave.
>
> Waterbury, CT 06708
>
> mllew...@biblio.org
>
>
>
>
>
>
>
> *From:* Open-ils-general [
> mailto:open-ils-general-boun...@list.georgialibraries.org
> <open-ils-general-boun...@list.georgialibraries.org>] *On Behalf Of *Dea
> Nowell
> *Sent:* Thursday, October 01, 2015 12:58 PM
> *To:* Evergreen Discussion Group
> *Subject:* Re: [OPEN-ILS-GENERAL] 016 & 029
>
>
>
> Elaine, is your system stripping the 029 on import of records into the
> system?  If so this is why it will not save the 029 in a record.  We just
> discovered this with our system (Sage Library System) recently with a
> different field.  Once we removed the field from those that were being
> stripped on import we were able to have the field saved in the bib.  Just a
> thought to explore & it may address Don's query as well, I'm not sure.
> - Dea Nowell
>
> ___
>
> [image: UCSLD logo & tagline]
>
> ___
>
>
>
> Dea Nowell, Technical Services Manager
>
> Umatilla County Special Library District
>
> 17 SW Frazer, Suite 360
>
> P O Box 1689
>
> Pendleton OR 97801
>
> (541) 966-0917 --> (406) 952-4049
>
> email: d...@ucsld.org   ||   web: www.ucsld.org
>
> On 10/1/2015 9:41 AM, Hardy, Elaine wrote:
>
> I was able to add an 016 to a bib record in the PINES database. I was not
> able to add an 029
>
>
>
> An 029 is a field used by OCLC to “system control numbers for records from
> non-OCLC automated systems (e.g., Library and Archives Canada, the British
> Library, WorldCat Cataloging Partners vendors, etc.). OCLC uses these
> numbers to process and track records from other systems.” 
> http://www.oclc.org/bib
> formats/en/0xx/029.html <http://www.oclc.org/bibformats/en/0xx/029.html>.
> Not sure why it doesn’t retain on save. An 019, which is another field
> specific to OCLC, does (see http://www.oclc.org/bibformats/en/0xx/019.html).
> 029 seems to be system supplied; but, the 019 is system supplied…
>
>
>
> *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
>
>
>
> *From:* Open-ils-general [
> mailto:open-ils-general-boun...@list.georgialibraries.org
> <open-ils-general-boun...@list.georgialibraries.org>] *On Behalf Of *Donald
> Butterworth *Sent:* Thursday, October 01, 2015 11:48 AM *To:* Evergreen
> Discussion Group *Subject:* [OPEN-ILS-GENERAL] 016 & 029
>
>
>
> Hi Everyone,
>
> As part of a project to add more fields to the general keyword index, we
> discovered that we can't add the 016 and the 029 control number fields to a
> MARC record.
>
> It looks like it saves, but it isn't there when you do a new search. It
> also never shows on the MARC View screen.
>
> What do we need to do to add these fields?
>
> Thanks!
>
> Don
>
> --
>
> Don Butterworth Faculty Associate / Librarian III B.L. Fisher Library
> Asbury Theological Seminary don.butterwo...@asburyseminary.edu (859)
> 858-2227
>
>


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

Re: [OPEN-ILS-GENERAL] 016 & 029

[Donald Butterworth]

Ah Ha! That would explain it. We strip those fields as well. As a U.S.A.
library they aren't all that necessary for us.

On Thu, Oct 1, 2015 at 12:57 PM, Dea Nowell <d...@ucsld.org> wrote:

> Elaine, is your system stripping the 029 on import of records into the
> system?  If so this is why it will not save the 029 in a record.  We just
> discovered this with our system (Sage Library System) recently with a
> different field.  Once we removed the field from those that were being
> stripped on import we were able to have the field saved in the bib.  Just a
> thought to explore & it may address Don's query as well, I'm not sure.
> - Dea Nowell
> ___
>
> [image: UCSLD logo & tagline]
> ___
> Dea Nowell, Technical Services Manager
> Umatilla County Special Library District
> 17 SW Frazer, Suite 360
> P O Box 1689
> Pendleton OR 97801(541) 966-0917 --> (406) 952-4049
> email: d...@ucsld.org   ||   web: www.ucsld.org
>
> On 10/1/2015 9:41 AM, Hardy, Elaine wrote:
>
> I was able to add an 016 to a bib record in the PINES database. I was not
> able to add an 029
>
>
>
> An 029 is a field used by OCLC to “system control numbers for records
> from non-OCLC automated systems (e.g., Library and Archives Canada, the
> British Library, WorldCat Cataloging Partners vendors, etc.). OCLC uses
> these numbers to process and track records from other systems.” 
> http://www.oclc.org/bib
> formats/en/0xx/029.html <http://www.oclc.org/bibformats/en/0xx/029.html>.
> Not sure why it doesn’t retain on save. An 019, which is another field
> specific to OCLC, does (see http://www.oclc.org/bibformats/en/0xx/019.html).
> 029 seems to be system supplied; but, the 019 is system supplied…
>
>
>
> *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
>
>
>
> *From:* Open-ils-general [
> mailto:open-ils-general-boun...@list.georgialibraries.org
> <open-ils-general-boun...@list.georgialibraries.org>] *On Behalf Of *Donald
> Butterworth *Sent:* Thursday, October 01, 2015 11:48 AM *To:* Evergreen
> Discussion Group *Subject:* [OPEN-ILS-GENERAL] 016 & 029
>
>
>
> Hi Everyone,
>
> As part of a project to add more fields to the general keyword index, we
> discovered that we can't add the 016 and the 029 control number fields to a
> MARC record.
>
> It looks like it saves, but it isn't there when you do a new search. It
> also never shows on the MARC View screen.
>
> What do we need to do to add these fields?
>
> Thanks!
>
> Don
>
> --
>
> Don Butterworth Faculty Associate / Librarian III B.L. Fisher Library
> Asbury Theological Seminary don.butterwo...@asburyseminary.edu (859)
> 858-2227
>
>


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

[OPEN-ILS-GENERAL] SQL Library

[Donald Butterworth]

Colleagues,

At a conference I've been attending this week I learned about Koha's SQL
Reports Library http://wiki.koha-community.org/wiki/SQL_Reports_Library.

Does Evergreen have something similar?  If not, do you think it would be a
good idea to create one?

Don

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

[OPEN-ILS-GENERAL] SQL for LC Call Number Range statistics

[Donald Butterworth]

As a followup to the flurry of posts about statistics by LC call number
range, attached is the SQL script that we employed to pull the report, for
any who may want to give it a try.

Be forewarned ... It will show up every typo, mistake and decision that has
ever been entered in your LC call numbers. Be prepared for a mammoth
project to bring about consistency.

Don

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


call_range_count.sql
Description: Binary data

[OPEN-ILS-GENERAL] Mac Client for 2.8

[Donald Butterworth]

Colleagues,

Has anybody created a Mac Client for 2.8 yet? We are hoping to upgrade at
the end of the month, but can't if a Mac Client isn't available.

Thanks,

Don


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

Re: [OPEN-ILS-GENERAL] Mac Client for 2.8

[Donald Butterworth]

That would be fantastic! Thanks Rogan!

On Wed, May 13, 2015 at 12:41 PM, Rogan Hamby rogan.ha...@yclibrary.net
wrote:

 I haven't done so yet but I could build one if that would be helpful.

 On Wed, May 13, 2015 at 8:42 AM, Donald Butterworth 
 don.butterwo...@asburyseminary.edu wrote:

 Colleagues,

 Has anybody created a Mac Client for 2.8 yet? We are hoping to upgrade at
 the end of the month, but can't if a Mac Client isn't available.

 Thanks,

 Don


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




 --

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

 “You 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




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

Re: [OPEN-ILS-GENERAL] Open-ils-general Digest, Vol 107, Issue 9

[Donald Butterworth]

Thanks for you insights Rogan! Talking with an expert is a very helpful
refining process.

Nixing the copy/item record entirely from a bib record is certainly a
departure from common cataloging practices, and takes some getting use to.
But I think I'm tracking you and it sounds reasonable. Let me reflect what
I hear you recommending as electronic resources best practices:

1. Always use an electronic resources bib record for each e-resource in
your collection. Evergreen needs that kind of record to allow for
filtering. Simply adding hot links to the print bib record will only allow
your patrons to find the e-resource through serendipity.
2. Do not use a copy/item record for any e-resource. e.g. e-periodical,
e-book, streaming sound recording, streaming video recording, etc.
3. Use a SQL script the employs UNION statements to gather statistics, for
every kind of e-resource.
4. For new titles being imported into the database, and onto a purchase
order, only include in field 962 the holding subfields  for, price, fund
code, and owning library. This will supply what is needed for the PO but
will not generate a copy/item record.

Am I missing anything?

Anybody else want to weigh in?

Don

On Mon, May 11, 2015 at 8:24 PM, Rogan Hamby rogan.ha...@yclibrary.net
wrote:


 Disclaimer:  This is all just my opinion based on my own experiences with
 electronic resource records and SQL.  You can politely tell me to shove it.
  :)

 One statement: I think you've already discovered some things that are
 leading in the right direction from what I'm reading.

 So, question: Do you really need to attach copies to the electronic
 resource records?
 I would say that you don't.  You need to identify items by call number
 range, got that. And if you were using the built in reporter I would drop
 it there and say gotcha.  True, it is doable even in the reporter but
 it's more of a pain.  But, you're using SQL.  By using UNION statements you
 can do this on records without copies and join it to other queries to give
 you the counts you need and still have a fire and forget script.

 Something that may help that is using different bib sources for different
 electronic resource vendors.  It's very helpful and very convenient when
 doing reports.


 On Mon, May 11, 2015 at 4:57 PM, Donald Butterworth 
 don.butterwo...@asburyseminary.edu wrote:

 Hi Rogan,

 We are still trying to get straight what best practices are when it comes
 to e-books.

 The decision has been made to add separate bibliographic records for all
 e-books, including those that are freely available and that match our print
 holdings. We started out just adding the 856 link to the print bib record,
 but that is not sufficient information for Evergreen to filter by. If a
 patron wants to search for just digital books, an electronic resources
 bib record is needed.

 We continue to wrestle with what call number to use in the copy/item
 record. Recently our library has been required to annually report the total
 number of titles owned by call number range and total copy/items owned by
 call number range. In the past we have used Online as a call number for
 e-books, because it is easy for patrons to understand. But by doing that we
 thwarted our ability to track what subject areas are being collected. But
 retrospectively replacing Online with a genuine LC call number is a BIG
 project. In any event a copy/item record is necessary to run the SQL query
 that pulls the call number report.

 We are still wrestling with ebook workflow for purchased e-books. That
 is, the ones we buy and own. Not those that are part of a block
 subscription that can changed such as Ebsco's Academic Premier collection.
 Ideally we would want the acquisitions process to be identical to print
 purchases, but there are dissimilarities.  For example the need to add
 Asbury's proxy code to the 856 URL. Plus the problem with the perpetual In
 Process status, because there are no physical copies to check in.

 We do receive spreadsheets of the e-books we purchase from Ebsco, that
 include the e-book ISBN. So my hope is we will be able to do a batch
 search, and then do a batch status change.

 Don




 On Mon, May 11, 2015 at 1:36 PM, Rogan Hamby rogan.ha...@yclibrary.net
 wrote:

 So, you're doing it to keep the electronic and physical on the same bib
 rather than break them out?


 On Monday, May 11, 2015, Teri Arp teri@asburyseminary.edu wrote:

 Rogan and Kathy,
 Yes, we do need copy records for eBooks, and yes, we are linking to
 them in the 856 field. We use the copy records both for statistical
 purposes, as well as to allow our patrons to differentiate between physical
 and electronic copies of the books in the search results (we do sometimes
 have both versions for the same title).

 Thanks!
 Teri

 On Mon, May 11, 2015 at 12:00 PM, 
 open-ils-general-requ...@list.georgialibraries.org wrote:

 Send Open-ils-general mailing list submissions to
 open-ils-general

Re: [OPEN-ILS-GENERAL] Open-ils-general Digest, Vol 107, Issue 9

[Donald Butterworth]

Hi Rogan,

We are still trying to get straight what best practices are when it comes
to e-books.

The decision has been made to add separate bibliographic records for all
e-books, including those that are freely available and that match our print
holdings. We started out just adding the 856 link to the print bib record,
but that is not sufficient information for Evergreen to filter by. If a
patron wants to search for just digital books, an electronic resources
bib record is needed.

We continue to wrestle with what call number to use in the copy/item
record. Recently our library has been required to annually report the total
number of titles owned by call number range and total copy/items owned by
call number range. In the past we have used Online as a call number for
e-books, because it is easy for patrons to understand. But by doing that we
thwarted our ability to track what subject areas are being collected. But
retrospectively replacing Online with a genuine LC call number is a BIG
project. In any event a copy/item record is necessary to run the SQL query
that pulls the call number report.

We are still wrestling with ebook workflow for purchased e-books. That is,
the ones we buy and own. Not those that are part of a block subscription
that can changed such as Ebsco's Academic Premier collection. Ideally we
would want the acquisitions process to be identical to print purchases, but
there are dissimilarities.  For example the need to add Asbury's proxy code
to the 856 URL. Plus the problem with the perpetual In Process status,
because there are no physical copies to check in.

We do receive spreadsheets of the e-books we purchase from Ebsco, that
include the e-book ISBN. So my hope is we will be able to do a batch
search, and then do a batch status change.

Don




On Mon, May 11, 2015 at 1:36 PM, Rogan Hamby rogan.ha...@yclibrary.net
wrote:

 So, you're doing it to keep the electronic and physical on the same bib
 rather than break them out?


 On Monday, May 11, 2015, Teri Arp teri@asburyseminary.edu wrote:

 Rogan and Kathy,
 Yes, we do need copy records for eBooks, and yes, we are linking to them
 in the 856 field. We use the copy records both for statistical purposes, as
 well as to allow our patrons to differentiate between physical and
 electronic copies of the books in the search results (we do sometimes have
 both versions for the same title).

 Thanks!
 Teri

 On Mon, May 11, 2015 at 12:00 PM, 
 open-ils-general-requ...@list.georgialibraries.org wrote:

 Send Open-ils-general mailing list submissions to
 open-ils-general@list.georgialibraries.org

 To subscribe or unsubscribe via the World Wide Web, visit

 http://libmail.georgialibraries.org/mailman/listinfo/open-ils-general
 or, via email, send a message with subject or body 'help' to
 open-ils-general-requ...@list.georgialibraries.org

 You can reach the person managing the list at
 open-ils-general-ow...@list.georgialibraries.org

 When replying, please edit your Subject line so it is more specific
 than Re: Contents of Open-ils-general digest...


 Today's Topics:

1. Reports Interest Group Google Hangout (Jessica Venturo)
2. eBook circulation status (Teri Arp)
3. Re: eBook circulation status (Rogan Hamby)
4. Re: eBook circulation status (Kathy Lussier)


 --

 Message: 1
 Date: Mon, 11 May 2015 11:02:13 -0400
 From: Jessica Venturo jvent...@biblio.org
 To: Evergreen Community Reports Email List
 evergreen-repo...@list.evergreen-ils.org,
 open-ils-general@list.georgialibraries.org
 Subject: [OPEN-ILS-GENERAL] Reports Interest Group Google Hangout
 Message-ID:
 CAPK8=
 rjjx7+-7utdlynpm21woeurkbap+xcm8qtgmzff7sf...@mail.gmail.com
 Content-Type: text/plain; charset=utf-8

 The Reports Interest Group will be offering a Google Hangout for anyone
 who
 cannot attend the conference, but would still like to participate in our
 meeting. The meeting will be held on Thursday, May 14th from 4:45 PM to
 5:30 PM Pacific Time (that's 7:45 PM to 8:30 PM for my fellow East
 Coasters). You will need a Google account to participate. If interest,
 send
 an email to jvent...@bibilio.org. Be sure to include your Google
 username!

 See you at the conference - virtually or otherwise!

 --
 Jessica Venturo
 Applications Support Specialist
 Bibliomation, Inc.
 24 Wooster Ave.
 Waterbury, CT 06708
 203-577-4070 x105
 -- next part --
 An HTML attachment was scrubbed...
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 http://libmail.georgialibraries.org/pipermail/open-ils-general/attachments/20150511/dcbc26ec/attachment-0001.html
 

 --

 Message: 2
 Date: Mon, 11 May 2015 11:13:30 -0400
 From: Teri Arp teri@asburyseminary.edu
 To: open-ils-general@list.georgialibraries.org
 Subject: [OPEN-ILS-GENERAL] eBook circulation status
 Message-ID:
 CADneUoZM+AOBsyWRYQ-Ve9+nu74bSuzn0=
 hxansj_g_50v0...@mail.gmail.com
 

Re: [OPEN-ILS-GENERAL] Acquisitions - order record question

[Donald Butterworth]

Leslie and all,

You may want to consider using JTacq, to add 962 tags to your order
records. It allows you to create Profiles that can be used to generate
the 962 tag with one click.

In our case we attach the 962 to the permanent bib record from OCLC, and
import it into Evergreen to create our Purchase Orders. But there is no
reason why and order record supplied by your vendor couldn't be used to do
the same thing. JTacq can pull the dollar amount off of the record and
insert it into the price field of the 962.

Feel free to contact me off list if this is an option you want to pursue.

Don





On Wed, Apr 29, 2015 at 11:51 AM, St. John, Leslie 
lstj...@georgialibraries.org wrote:

 Thanks Kathy to you and yours for answering our question, much appreciated.

 I think there is a workflow difference. We have the 962 and subfields set
 and so has the vendor however we are bringing in just the order records
 with no holdings information attached so no 962 therefore are relying on
 the 020.  Some of our libraries prefer to do the copy creation, etc on the
 Evergreen side instead of the vendor's site.  However you've given me an
 idea for a workaround which is great and a training point too. Thanks.

 Leslie

 P.S.  In the meantime we filed a bug report
 https://bugs.launchpad.net/bugs/1449724 and subsequently have a solution.


 Leslie St. John
 PINES Consultant
 Georgia Public Library Service
 A Unit of the University System of Georgia
 1800 Century Place, Suite 150
 Atlanta, GA 30345-4304
 lstj...@georgialibraries.org
 www.gapines.org

 --
 *From: *Kathy Lussier kluss...@masslnc.org
 *To: *open-ils-general@list.georgialibraries.org
 *Sent: *Wednesday, April 29, 2015 9:16:55 AM
 *Subject: *Re: [OPEN-ILS-GENERAL] Acquisitions - order record question


 Hi Leslie,

 We haven't come across this problem because we don't use the 020 or 022
 for our estimated price information. Instead, when we configure our
 provider record in Evergreen, we set a holdings tag (we typically use 962
 here) and then identify one of the subfields to be used for the
 estimated_price. The docs in the Preparing for order record loading
 section of http://docs.evergreen-ils.org/2.8/_ordering.html identify the
 different bits of data that can be used in the subfield for the holdings
 tag.

 We then need to share this information with the vendor so that they
 include in the holdings information in the correct tag and subfields. Many
 vendors allow you to configure this information yourself through their web
 sites.

 I haven't heard of any problems with subfield c of the 020 or 022, but our
 libraries may just not have that subfield included in their records since
 the information is contained elsewhere.

 I hope this helps!
 Kathy

 On 04/28/2015 12:22 PM, St. John, Leslie wrote:

  We have had trouble uploading vendor order record files with $ in the
 020 |c and 022 |c.  Up until this point each of our vendors has been able
 to accomodate our request for no $ in the upload files but now we have a
 vendor that can't accommodate our request and say that they have other
 Evergreen customers that have not had the problem.  So I am here asking if
 anyone has encountered this problem and if so what was your solution?
 Thanks for any assistance you might provide us.


  Leslie St. John
 PINES Consultant
 Georgia Public Library Service
 A Unit of the University System of Georgia
 1800 Century Place, Suite 150
 Atlanta, GA 30345-4304
 lstj...@georgialibraries.org lstj...@georgialibraries.org%20
  www.gapines.org


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





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

[OPEN-ILS-GENERAL] Evergreen access via Google?

[Donald Butterworth]

Hi everyone,

I was asked to toss these questions out and get some perspectives.

What would it take to make the Evergreen catalog holdings available to
generic search engines like Google, Bing, Yahoo and DuckDuckGo? Even if
it is doable, is it a good idea?

The motivation behind these questions is a perception that the first
attempt many students make to do research is through a general web search.

Anybody have a comment?

Don

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

Re: [OPEN-ILS-GENERAL] Evergreen access via Google?

[Donald Butterworth]

Wow Ben! Thanks for the great answer! -- Don

On Thu, Apr 9, 2015 at 8:52 AM, Ben Shum bs...@biblio.org wrote:

 Hi Don,

 Starting as recently as Evergreen 2.6 (it's noted on the Evergreen 2.6
 release notes under structured data -
 http://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_6.html),
 efforts were made by developers like Dan Scott to add structured data
 elements to Evergreen's catalog to make them more discoverable.  This
 work has continued throughout newer Evergreen releases and I'd like to
 say that through Dan's work and others, it has been essential towards
 keeping Evergreen's catalog more friendly to search engines, like
 Google, etc.

 Evergreen 2.8's release notes include lots more discoverability
 enhancements added with that release too:
 http://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_8.html#_opac

 Since your site does not include a manually configured robots.txt
 file, I'll point you at an example set at Dan's library Laurentian
 University's catalog:  https://laurentian.concat.ca/robots.txt  (we
 based many of our changes following the example they set).

 That robots.txt file tends to guide search engine bots that arrive at
 the catalog towards indexing the appropriate contents, and avoid/skip
 over certain undesirables.

 By default, if you do not have anything set, then search engine bots
 will likely attempt to index everything in your catalog that it can
 publicly access.

 Doing an example search like
 https://www.google.com/#q=asbury+catalog+Star+Trek (aka, keywords in
 Google for asbury catalog Star Trek I can already see a couple
 results that come from your Evergreen catalog records.  So at least
 Google's search engine bots are already working to grab your catalog's
 contents.

 That all said, I suppose one potential danger of having bots freely
 scan over your site is that if they get too busy with indexing your
 site's contents, they can overwhelm and cause interruptions in your
 ability to use Evergreen.  This happened to us at least once before,
 where some indexer in China scanned our whole catalog and tried to
 index every page causing us to run out of system resources trying to
 serve up all the content it was requesting.

 For myself and Bibliomation's catalog, I've been experimenting with
 modifying our robots.txt file and continually upgrading our Evergreen
 catalog to reflect the latest enhancements for structured data to try
 making the most use out of what's possible in Evergreen.  Proceeding
 forward, I've also done some small experiments in creating Google
 Custom Search Engines to search against our indexed online catalog
 (and requesting scheduled indexing from Google's bots) as an
 alternative means of discovering the content contained in our systems.

 Moving forward, I expect this to continue to be an exciting area to
 explore the ways of improving discoverability of Evergreen's content.

 -- Ben

 On Thu, Apr 9, 2015 at 8:15 AM, Donald Butterworth
 don.butterwo...@asburyseminary.edu wrote:
  Hi everyone,
 
  I was asked to toss these questions out and get some perspectives.
 
  What would it take to make the Evergreen catalog holdings available to
  generic search engines like Google, Bing, Yahoo and DuckDuckGo? Even
 if it
  is doable, is it a good idea?
 
  The motivation behind these questions is a perception that the first
 attempt
  many students make to do research is through a general web search.
 
  Anybody have a comment?
 
  Don
 
  --
  Don Butterworth
  Faculty Associate / Librarian III
  B.L. Fisher Library
  Asbury Theological Seminary
  don.butterwo...@asburyseminary.edu
  (859) 858-2227



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




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

[OPEN-ILS-GENERAL] General Keyword search limits

[Donald Butterworth]

All,

Is there any reason why all control number fields and note fields cannot or
should not be included in the general keyword search? Would it slow the
system to a crawl?

Don

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

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

[Donald Butterworth]

Colleagues,

Because of all the interest expressed in this thread I have created the
following wishlist bug.

Create a “list view” for Call Number (Shelf Browse) results lists.
https://bugs.launchpad.net/evergreen/+bug/1424690

Create a list display results screen, which is similar in appearance to
other Evergreen search results screens, for the Call Number (Shelf Browse)
search. Each title retrieved should display at least the following data
elements. Call Number, Title, Author, and Publication Date.


Please be encouraged to add your thoughts and comments.


Don

On Wed, Jan 21, 2015 at 1:46 PM, McCanna, Terran 
tmcca...@georgialibraries.org wrote:

 I'm getting excited about this! Sure, it could use some layout tweaks to
 make it easier to scan down the list, but I think patrons and staff alike
 would find it easier to interpret and use.


 Terran McCanna
 PINES Program Manager
 Georgia Public Library Service
 1800 Century Place, Suite 150
 Atlanta, GA 30345
 404-235-7138
 tmcca...@georgialibraries.org
 - Original Message -
 From: Jennifer Walz jlw...@asbury.edu
 To: Evergreen Discussion Group 
 open-ils-general@list.georgialibraries.org
 Sent: Wednesday, January 21, 2015 1:39:32 PM
 Subject: Re: [OPEN-ILS-GENERAL] Results list of the Call Number (Shelf
 Browse) list

 All –

 Beautiful!   Both of those look really like what I think most people
 (catalogers and regular patrons) would find useful.   Do you have a Dewey
 example?  Just to add some more icing on that cake.

   +1 for that.

   Thanks!

 Jennifer

 --
 Jennifer Walz, MLS - Head of ILS crazy
 Kinlaw Library
 Asbury University
 1 Macklem Drive, Wilmore, KY 40390
 859-858-3511 ext. 2269
 jlw...@asbury.edu



 From: open-ils-general-boun...@list.georgialibraries.org [mailto:
 open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Mike
 Rylander
 Sent: Wednesday, January 21, 2015 9:35 AM
 To: Evergreen Discussion Group
 Subject: Re: [OPEN-ILS-GENERAL] Results list of the Call Number (Shelf
 Browse) list

 Thanks, Elaine.

 Based on that, it seems that (with appropriate styling and integration)
 the backend behind the old slimpac call number browse does, indeed, fill
 the need and pretty well matches your definition of a shelf list.  Here are
 a couple example URLs:

 non-repeating area of call numbers
 http://webby.evergreencatalog.com/opac/extras/browse/html/call_number/-/PZ6

 area with repeating values
 http://webby.evergreencatalog.com/opac/extras/browse/html/call_number/-/FIC

 Of course, as a simple demo site, the cataloging and normalization of call
 numbers is not what a cataloger would provide.  Note: the Display Fields
 work that is pending inclusion would allow improved sorting of repeated
 call number rows.


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


 On Tue, Jan 20, 2015 at 2:30 PM, Hardy, Elaine 
 eha...@georgialibraries.orgmailto:eha...@georgialibraries.org wrote:
 Found a few images of the different ILS’s shelflisting functionality ---


 http://www.lsuc.on.ca/For-Lawyers/Manage-Your-Practice/Research/Cataloguing-Request-Manual-for-County---District-Law-Libraries/#shelflists

 http://tualatints.pbworks.com/w/page/9224546/Assigning%20Dewey (scroll
 down to image from Polaris)

 http://www.tulane.edu/~techserv/shelflist.html (again, scroll down for
 images. This is Tulane’s instructions for shelflisting, if you want an idea
 of what many academic catalogers have to do to assign a call number)


 https://staff.lib.ncsu.edu/confluence/display/MNC/Institute+of+Textile+Technology+%28ITT%29+Thesis
 (scroll down to section Shelflisting the Cataloging Calculator Author
 Cutter and click on images)

 A real shelflist would display call number, title, author, publisher,
 edition, and pub date in a format that indicates where the call number you
 wish to assign  falls within the list of titles on the shelf (shelflisting
 from a cataloging perspective). The cataloger can then easily scan the
 surrounding titles to make sure the call number is correct, isn’t
 duplicated, and follows shelflisting local practice. From this standpoint,
 the shelf list in Evergreen isn’t real – it doesn’t provide a cataloger
 with enough information to properly assign a call number. Since many public
 libraries don’t have the complex shelflisting rules that academics have,
 and we don’t care if we use the same call number over and over and over
 again, the lack of real shelflisting functionality in Evergreen wasn’t an
 issue until more academic libraries came on board. Having good shelflisting
 capability will allow Evergreen to continue to appeal to a broad spectrum
 of libraries.

 Elaine

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

Re: [OPEN-ILS-GENERAL] Academic PAC flavor

[Donald Butterworth]

Colleagues,

Because there seems to be support for a read more OPAC feature, I have
added the following Wishlist bug.

Add a “read more” feature to the OPAC bib record view for fields with lots
of text.
https://bugs.launchpad.net/evergreen/+bug/1424815

In order to preserve a more compact, uniform display on the OPAC Record
Detail screen, create a feature that limits the amount of text displayed in
some fields; particularly in note fields such as Content Notes, and Summary
Notes. When text exceeds the designated limit, hot text such as “read more”
or View complete summary” or “View full contents” will appear which can be
clicked on in order to expand and display the full text.

Please feel free to add comments and suggestions

Don

On Wed, Dec 3, 2014 at 12:51 PM, James Keenan jkee...@cwmars.org wrote:

  Thanks for sharing that, Michael.



 Jim



 Jim Keenan

 Library Applications Supervisor

 jkee...@cwmars.org

 508-755-3323 x23



 C/W MARS

 67 Millbrook St., Suite 201

 Worcester, MA 01606



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

 Currently reading *Learning to Breathe Fire  *by J.C. Herz.



 *From:* open-ils-general-boun...@list.georgialibraries.org [mailto:
 open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Michael
 Schell
 *Sent:* Wednesday, December 03, 2014 11:22 AM
 *To:* Evergreen Discussion Group
 *Subject:* Re: [OPEN-ILS-GENERAL] Academic PAC flavor



 We have implemented a Read More feature in our test catalogue.  Here is
 a link
 http://www.forterie.testenv.niagaraevergreen.ca/eg/opac/record/274558 to
 an example.  It uses the lightweight jQuery plugin readmore.js from here
 https://github.com/jedfoster/Readmore.js, and is super easy to setup
 and has some great options.  All it requires is that the [%- INCLUDE
 opac/parts/record/contents.tt2 %] from the summary.tt2 be inside article
 tags like this:



 article

   [%- INCLUDE opac/parts/record/contents.tt2 %]

 /article



  I'm sure there are a lot of ways that this could be done but it works for
 us.




 Michael Schell
 Systems Administrator
 Fort Erie Public Library
 905-871-2546  x301
 msch...@fepl.ca
 www.fepl.ca



 -open-ils-general-boun...@list.georgialibraries.org wrote: -

 To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org
 
 From: Lazar, Alexey Vladimirovich
 Sent by: open-ils-general-boun...@list.georgialibraries.org
 Date: 12/02/2014 04:59PM
 Subject: Re: [OPEN-ILS-GENERAL] Academic PAC flavor

 On 2014-12-02, at 05:25 , Donald Butterworth 
 don.butterwo...@asburyseminary.edu wrote:

  What would you think of taking the ... Read more approach that Amazon
 uses for reviews and long text, for long notes and text? This eliminates
 the problem of clicking on a bar and finding it empty of content. It also
 would make it possible to keep the copy/item record data always visible on
 the screen without the need to scroll.

 The feature sounds like a good idea. If implemented, consider using
 specific descriptive phrases like View complete summary” or “View full
 contents” instead of repeating the same link text multiple times on one
 page.

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




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

Re: [OPEN-ILS-GENERAL] Electronic title - search filter

[Donald Butterworth]

Hi Elaine,

Kathy's information confirms my cataloging dilemma.

Changing Form to s actually changes a print record into an electronic
record.  Technically I should add a whole new bib record for the electronic
version. (Lot o' work)

Creating a copy/item record would be less work, and as Jennifer points out
you could then use the Circ Modifier as a filter. But that doesn't fit into
the default search filter options.

There's always a problem when a cataloger gets creative. I probably
should go ahead and just find a legitimate bib record for the titles and be
done.

Oh well ...

Don

On Mon, Feb 16, 2015 at 8:31 AM, Hardy, Elaine eha...@georgialibraries.org
wrote:

 Don,



 As others have said, the search filter is for the MARC fixed field Form
 (008/23). I don’t know if the 006/06 is also included in the filter or if
 it can be added.



 Are you adding an 856 to a record for another format rather than using a
 MARC record for the e-resource?



 *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



 *From:* Open-ils-general [mailto:
 open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Donald
 Butterworth
 *Sent:* Thursday, February 12, 2015 3:29 PM
 *To:* Evergreen Discussion Group
 *Subject:* [OPEN-ILS-GENERAL] Electronic title - search filter



 All,

 Simply adding an 856 tag to a MARC record does not make it possible to do
 a search for the described electronic resource using the Advanced Search
 Filter, Item Form: Electronic. What hook can be added to the bib record
 so that the Search Filter can be used?

 Thanks,

 Don


 --

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




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

[OPEN-ILS-GENERAL] Electronic title - search filter

[Donald Butterworth]

All,

Simply adding an 856 tag to a MARC record does not make it possible to do a
search for the described electronic resource using the Advanced Search
Filter, Item Form: Electronic. What hook can be added to the bib record
so that the Search Filter can be used?

Thanks,

Don

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

Re: [OPEN-ILS-GENERAL] Holding Subfields

[Donald Butterworth]

Hi Kathy,

Thanks for the gentle reminder to avoid the appearance of groveling ;-)

BTW it is budget request time at our institution, and I am pushing for an
Evergreen outsourcing line item. If that comes through we plat to make some
code contributions. If that doesn't come through we will try to squeeze
some code out of our talented, but overloaded IT Dept.

Blessings,

Don


On Mon, Feb 2, 2015 at 10:20 AM, Kathy Lussier kluss...@masslnc.org wrote:

 Hi Don,


 On 01/31/2015 05:50 AM, Donald Butterworth wrote:

 I must have been really tired yesterday, since I danced all around it but
 never specifically said ... can we please, please, please, include the ISBN
 as one of the Holding Subfields of the Provider record, and use it when
 populating the PO. Please.


 Maybe?

 Evergreen is an open-source system, which means it's possible to add any
 new feature you need or want, provided that it is implemented and coded
 well. Getting community consensus around the new feature, especially if it
 is a large enhancement (I wouldn't consider this one to particularly large)
 also helps.

 However, saying please on the mailing list is probably not the most
 effective means of getting your wishlist feature added to Evergreen. I
 won't say it never leads to the new feature. In fact, one of the first
 e-mails I sent out to this list asking for feedback on a new feature
 (improved support for LC call number sorting) was one that made it into the
 code within a matter of weeks. However, this feature was one that was of
 interest to Evergreen developers who also worked at institutions with LC
 call numbers and had already been planning to do this work.

 You have to remember - our small developer community is primarily made up
 of two different groups of developers. We have our volunteer developers.
 I put volunteer in quotation marks because they really are working for a
 library organization when they work on Evergreen. Therefore, much of the
 work they do for Evergreen is directly related to the needs of their own
 library organization.

 We also have developers who work for companies or are self-employed and do
 development on a contract basis.

 It's not to say that these developers won't do work that's outside the
 scope of what they've been hired to do. It happens quite a bit, either
 because its best for the future direction of Evergreen or is a feature they
 just want to see happen or because it's a small bit of work for something
 that's a clear win for everyone.

 All of the above is just a long way of saying the most effective means for
 getting your wishlist feature into Evergreen is to a) hire somebody or grow
 talent within your own organization to start making small code
 contributions to the project or b) allocate a small portion of the funds
 budgeted for your previous ILS' maintenance contract to hire private
 contractors to implement development projects that meet the needs of your
 library. We have a list of companies/developers that work on Evergreen
 available at http://evergreen-ils.org/dokuwiki/doku.php?id=faqs:
 evergreen_companies.

 Kathy




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

Re: [OPEN-ILS-GENERAL] Holding Subfields

[Donald Butterworth]

It's Friday afternoon and I just can't face doing any more original
cataloging of French books from Africa. So let me take the opportunity of
this thread to mention one of my pet peeves about acquisitions system in
general. First a bit of background.

Our acq workflow is very different than most folks. It begins by compiling
electronic title records that are candidates for purchase using the
freeware called JTacq http://www.jtdata.com/jtacq.html. The sources for
these titles come from all over. First Search, spreadsheets,
request-a-title, and searches against the Amazon database are the primary
sources. JTacq is then used to do an electronic search of our Evergreen
database to identify duplicate titles. Duplicates are then batch deleted.
JTacq is next used to search vendors such as Amazon, Amazon Used, ABEBooks,
BT, YBP, and others, to compile a list of offers. We can then chose the
cheapest offers to make our purchases. Order data and copy/item data is
then applied to the title records through the use of budget profiles.
Title records are then used to pull the permanent OCLC bib record via a
Z39.50 connection. The MARC records are then edited as necessary and a 962
tag is applied, in a batch process, to each MARC record. The 962 tag
supplies the Holdings Subfields that are used to populate the POs and
generate copy/item records once the bib records are exported into
Evergreen.

This workflow may sound strange at first glance, but we have found it to be
very, very efficient. There are some occasions though when there is trouble
because of ISBNs. For example we have two campuses; the main campus with a
big budget and a branch campus with a small budget. We would like to be
able to purchase the same title for both campuses; the $100 hardcopy for
the main campus and the $19.95 paperback for the branch. There is no easy
way to do this because the PO pulls the ISBN from the bib record. However,
if there were an ISBN field in the copy/item record, and if the PO data
could be pulled from that source, the problem would be solved.

A second example is when there are multiple volumes. When there is an ISBN
for a set, there is no problem. But if you need to purchase volumes 2, 5,
and 7. There is no easy way to do it. Again, this problem would be solved
by using ISBNs from copy/item records.

If an ISBN field was included in the copy/item record it would also help
when charging fines for lost volumes, since it would make it possible to
know whether to charge the patron for a hardcopy or a paperback.  Alas,
none of the 4 systems we have used has seen fit to include this field in
their copy/item records.

One other thing to mention regarding holding subfields in the provider
records. It seems to me that because Evergreen uses a single 9xx tag to
supply data for both the PO and the copy/item record that it should include
subfields for *all* of the data categories in the copy/item record. For
example there is no way to import Floating? values when using the 9xx
tag.

Enough. Time to go home. Have a great weekend everyone!

Don


On Tue, Jan 27, 2015 at 3:31 PM, St. John, Leslie 
lstj...@georgialibraries.org wrote:


 *Kathy  Bill,*

 *Thanks so much for your speedy responses.  I'll try not to rely too much
 on my sorry memory in the future - Kathy's pointer to the documentation
 should be the answer to what I was looking for.  Some days I just need a
 shove in the right direction - thanks for taking the time and for being
 willing to provide it. *

 *Leslie*



 *From:* Open-ils-general [mailto:
 open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Kathy
 Lussier

 *Sent:* Tuesday, January 27, 2015 2:47 PM
 *To:* open-ils-general@list.georgialibraries.org
 *Subject:* Re: [OPEN-ILS-GENERAL] Holding Subfields



 Hi Leslie,


 Although Acquisitions related questions tend to not get answered, I'm
 putting this out here anyway in hope of hooking someone.


 While this was indeed the case a few years ago when acquisitions was new
 and few sites were using it, I can't say that this a problem anymore. There
 are many Evergreen sites using acquisitions now, and I think we've gotten
 much better as a community at answering these questions.

 In addition to what Bill noted in his email, I'll add that we had
 libraries that had requested that the PO Name be included in EDI messages.
 If this is something your libraries need, it's done through the Attribute
 Definitions tab. There are some instructions for doing so at
 http://docs.evergreen-ils.org/2.7/_ordering.html - you'll need to look at
 step 4 of preparing for record order loading.

 In addition to following those steps, your PO JEDI template needs to be
 configured to send the PO Name. I believe it's configured by default to
 send it to Ingram.

 Kathy

 On 01/27/2015 02:00 PM, Bill Erickson wrote:

 Hi Leslie,



 Purchase order IDs and lineitem IDs are included in EDI messages by
 default.  That's the primary mechanism for synchronizing data between
 

[OPEN-ILS-GENERAL] Apple stumbling block

[Donald Butterworth]

Colleagues,

Several years ago we went from a Windows shop to a mix of Mac and Windows.
In my opinion this was done mostly for the cool factor. Trouble is, all
of the software that we regularly use in the library is Windows based.

Last summer we moved most of our staff machines back to Windows ... but not
all. So, we now must languish with the 2.6 Evergreen release, until some
generous soul like SITKA creates a 2.7 staff client.

Are there any programing wizards out there that are inclined to create a
2.7 Mac staff client? It sure would be nice if all releases could include
Mac and Linux staff clients.

Don

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

Re: [OPEN-ILS-GENERAL] Apple stumbling block

[Donald Butterworth]

We are just beginning our new Spring semester so now wouldn't be a great
time for us to upgrade. But it would be great to have Mac clients on the EG
website for major releases. Also, it would give us the option of long term
testing in our test installation.

Many thanks Michael!

Don

On Fri, Jan 23, 2015 at 2:06 PM, Michael Peters mpet...@emeralddata.net
wrote:

 I created a PINES 2.7.2 staff client, and can make a generic one for you.
 What version, exactly, do you need?



 I can commit to building Mac clients for major releases if we want to post
 on the website, but I might need a poke each time a new one is out.  I also
 couldn’t guarantee support for them because they are so lightly used and
 un-tested.



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

 *From:* open-ils-general-boun...@list.georgialibraries.org [mailto:
 open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Donald
 Butterworth
 *Sent:* Friday, January 23, 2015 1:49 PM
 *To:* Evergreen Discussion Group
 *Subject:* [OPEN-ILS-GENERAL] Apple stumbling block



 Colleagues,

 Several years ago we went from a Windows shop to a mix of Mac and Windows.
 In my opinion this was done mostly for the cool factor. Trouble is, all
 of the software that we regularly use in the library is Windows based.

 Last summer we moved most of our staff machines back to Windows ... but
 not all. So, we now must languish with the 2.6 Evergreen release, until
 some generous soul like SITKA creates a 2.7 staff client.

 Are there any programing wizards out there that are inclined to create a
 2.7 Mac staff client? It sure would be nice if all releases could include
 Mac and Linux staff clients.

 Don


 --

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




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

[OPEN-ILS-GENERAL] Connecting ILLiad and Evergreen Databases using Z39.50

[Donald Butterworth]

All,

Has anyone been able to successfully connect ILLiad and Evergreen Databases
using Z39.50? The ILLiad site has an example of how to do it with Koha
(Connecting
ILLiad and Koha Databases Using Z39.50
https://prometheus.atlas-sys.com/display/illiad/Connecting+ILLiad+and+Koha+Databases+Using+Z39.50#ConnectingILLiadandKohaDatabasesUsingZ39.50-SettinguptheZ39.50connection)
but not with Evergreen.

Don

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

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

[Donald Butterworth]

In the Ditch the Bib Call Number search? thread, Jennifer indicated
that she would prefer a list view display as compared to the current
shelf view display that returns with a Call Number (Shelf Browse) search.
I too, would prefer a list view. Would anybody else prefer a list view
search result? Would this change be a huge project, given Yamil's comment
that this index is very different than for others indexes?

Don

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

[OPEN-ILS-GENERAL] Ditch the Bib Call Number search?

[Donald Butterworth]

Colleagues,

In a recent Evergreen for Academics meeting a suggestion was made to
eliminate the Bib Call Number search from the Search Input drop-down menu
in Advanced Search.

This should not be confused with the Call Number (Shelf Browse) found in
the Numeric Search drop-down menu.

Is there anyone who uses the Bib Call Number search?

Are there any objections to removing Bib Call Number in future releases?

Is there any interest in adding the Call Number (Shelf Browse) search to
the Browse for: drop-down list on the Browse the Catalog screen?

Thanks for your input!

Don

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

Re: [OPEN-ILS-GENERAL] Evergreen for Academics meeting

[Donald Butterworth]

I'm in the same boat as you Kathy, just getting back and buried with work.
I vote February.

On Thu, Jan 8, 2015 at 8:56 AM, Kathy Lussier kluss...@masslnc.org wrote:

 Hi all,

 We have an Evergreen for Academics meeting today. However, it looks like I
 won't be able to attend/run this month's meeting due to a conflict.

 With the holidays, I also haven't had a chance to follow up on my action
 item from the meeting.

 Would somebody else be willing to run the meeting? Or do you think we
 should cancel and regroup in February?

 Kathy




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

Re: [OPEN-ILS-GENERAL] Improving LC Call Number Displays Behaviors

[Donald Butterworth]

 project (see
 http://masslnc.cwmars.org/search/node/call%20number), but ultimately
 decided not to fund the project.

 Kathy

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

 On 12/4/2014 9:01 AM, Donald Butterworth wrote:

  Colleagues,

 Another priority that emerged from the Evergreen for Academics survey is
 Library of Congress Call Numbers displays and behaviors. My assignment is
 to identify issues. To that end an Evergreen DokuWiki was created entitled 
 Improve
 LC Call Number Displays  Behaviors
 http://wiki.evergreen-ils.org/doku.php?id=evergreen_for_academics:improved_lc_call_number
 I have identified 10 issues so far. Please note that the examples, problems
 and wishlist items listed originate from behaviors in my local 2.6.1
 catalog http://evergreen.asburyseminary.edu/eg/opac/browse.  Also
 please understand that we have used Evergreen for less than six months. So
 there may be some issues listed that are the result of incorrect settings,
 or some issues may already have been addressed in more recent releases.

  The Evergreen for Academics group greatly appreciates your feedback. If
 you have an opinion or comment on any item please share it. If there are
 issues or outstanding bug reports that you would like to see listed, please
 email me directly and I will add them to the Wiki.

  Don

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





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

[OPEN-ILS-GENERAL] Improving LC Call Number Displays Behaviors

[Donald Butterworth]

Colleagues,

Another priority that emerged from the Evergreen for Academics survey is
Library of Congress Call Numbers displays and behaviors. My assignment is
to identify issues. To that end an Evergreen DokuWiki was created
entitled Improve
LC Call Number Displays  Behaviors
http://wiki.evergreen-ils.org/doku.php?id=evergreen_for_academics:improved_lc_call_number
I have identified 10 issues so far. Please note that the examples, problems
and wishlist items listed originate from behaviors in my local 2.6.1 catalog
http://evergreen.asburyseminary.edu/eg/opac/browse.  Also please
understand that we have used Evergreen for less than six months. So there
may be some issues listed that are the result of incorrect settings, or
some issues may already have been addressed in more recent releases.

The Evergreen for Academics group greatly appreciates your feedback. If you
have an opinion or comment on any item please share it. If there are issues
or outstanding bug reports that you would like to see listed, please email
me directly and I will add them to the Wiki.

Don

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

[OPEN-ILS-GENERAL] Call Number/Checkout report

[Donald Butterworth]

Colleagues,

We need to send a bunch of titles to offsite storage.

Can anyone share a report that lets us limit by Books in the Stacks, Call
Number range (BS001 to BS100), Checked out zero times, over the last 10
years.

Thanks!

Don

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

Re: [OPEN-ILS-GENERAL] Call Number/Checkout report

[Donald Butterworth]

We do have SQL access. Stacks is a Copy location.

On Thu, Dec 4, 2014 at 9:39 AM, Rogan Hamby rogan.ha...@yclibrary.net
wrote:

 Do you have SQL access?  Is Books in the Stacks a copy location?

 On Thu, Dec 4, 2014 at 9:09 AM, Donald Butterworth 
 don.butterwo...@asburyseminary.edu wrote:

 Colleagues,

 We need to send a bunch of titles to offsite storage.

 Can anyone share a report that lets us limit by Books in the Stacks, Call
 Number range (BS001 to BS100), Checked out zero times, over the last 10
 years.

 Thanks!

 Don

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




 --

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

 “You 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




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

[OPEN-ILS-GENERAL] ***SPAM*** Re: Call Number/Checkout report

[Donald Butterworth]

Many, many thanks Rogan,

I will pass this on to a SQL wizard. We tried pretty hard to migrate values
that could be used for this kind of report.

Don

On Thu, Dec 4, 2014 at 1:33 PM, Rogan Hamby rogan.ha...@yclibrary.net
wrote:

 Assuming your data data is good you may actually want to check for two
 different things, items that haven't circulated in ten + years and items
 that have never circulated.   I also recommend checking to see the age of
 the item and if it was added 10 + years ago.  Again, this may or may not be
 practical depending on your migrated data.

 This is the report I use.  It could be streamlined a bit, especially if
 you're not concerned about the branch or creation date but it does check
 for the duration since last used (or never), currently set to three years
 because I mostly use it for popular fiction.  And it checks a shelving
 location.

 The child shortname is our branches because we use a Consortium - System
 - Branch setup.  Your mileage may vary a little.



1. SELECT COUNT(acirc.id), ac.barcode AS barcode, acl.NAME AS shelving
location,
2. acn.label AS call number, msr.title, MAX(acirc.xact_start) AS last
circulation
3. FROM asset.COPY ac
4. JOIN asset.copy_location acl ON ac.LOCATION = acl.id
5. LEFT JOIN ACTION.circulation acirc ON acirc.target_copy = ac.id
6. JOIN asset.call_number acn ON acn.id = ac.call_number
7. JOIN reporter.materialized_simple_record msr ON msr.id = acn.record
8. JOIN actor.org_unit child ON child.id = ac.circ_lib
9. JOIN actor.org_unit parent ON parent.id = child.parent_ou
10. WHERE acl.NAME ILIKE 'Adult Fiction'
11. AND acirc.xact_start IS NULL
12. AND date(ac.create_date) = NOW() - INTERVAL '3 years'
13. AND child.shortname = 'YCL-RH'
14. AND ac.deleted = FALSE
15. GROUP BY 2, 3, 4, 5
16. UNION ALL
17. SELECT COUNT(acirc.id), ac.barcode AS barcode, acl.NAME AS shelving
location,
18. acn.label AS call number, msr.title, MAX(acirc.xact_start) AS last
circulation
19. FROM asset.COPY ac
20. JOIN asset.copy_location acl ON ac.LOCATION = acl.id
21. LEFT JOIN ACTION.circulation acirc ON acirc.target_copy = ac.id
22. JOIN asset.call_number acn ON acn.id = ac.call_number
23. JOIN reporter.materialized_simple_record msr ON msr.id = acn.record
24. JOIN actor.org_unit child ON child.id = ac.circ_lib
25. JOIN actor.org_unit parent ON parent.id = child.parent_ou
26. WHERE acl.NAME ILIKE 'Adult Fiction'
27. AND date(ac.create_date) = NOW() - INTERVAL '3 years'
28. AND child.shortname = 'YCL-RH'
29. AND ac.deleted = FALSE
30. GROUP BY 2, 3, 4, 5
31. HAVING MAX(acirc.xact_start)  NOW() - INTERVAL '3 years'
32. ORDER BY 4
33. ;


 On Thu, Dec 4, 2014 at 1:25 PM, Elizabeth B. Thomsen e...@noblenet.org
 wrote:

 The tricky part of this one is the last element, finding items that were
 not checked out in the past 10 years, because you need to work with data
 which may or may not have been migrated from your old system.  Once you
 know where that is and what format it's in, you need to look for items that
 have 0 checkouts on Evergreen and whose last checkin date from your old
 system was less than 2014-12-04 (which may not be the actual date format)
 making sure that the items which were never checked in (because they were
 never checked out) are included.

 You also need to include the create or active date from your old system,
 because you can't blame an item for not circulating before it was added to
 the collection.  In other words, you don't want to include things that were
 added in 2013 that haven't circulated yet.

 The actual query depends on knowing what data you migrated, what format
 it's in and where it is.  These weeding reports that depend on working with
 data from two different systems can be tricky, but as long as you have that
 data from your old system, you ought to be able to get the information you
 need.

 On 12/4/2014 9:47 AM, Donald Butterworth wrote:

 We do have SQL access. Stacks is a Copy location.

 On Thu, Dec 4, 2014 at 9:39 AM, Rogan Hamby rogan.ha...@yclibrary.net
 mailto:rogan.ha...@yclibrary.net wrote:

 Do you have SQL access?  Is Books in the Stacks a copy location?

 On Thu, Dec 4, 2014 at 9:09 AM, Donald Butterworth
 don.butterwo...@asburyseminary.edu
 mailto:don.butterwo...@asburyseminary.edu wrote:

 Colleagues,

 We need to send a bunch of titles to offsite storage.

 Can anyone share a report that lets us limit by Books in the
 Stacks, Call Number range (BS001 to BS100), Checked out zero
 times, over the last 10 years.

 Thanks!

 Don

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

Re: [OPEN-ILS-GENERAL] Academic PAC flavor

[Donald Butterworth]

Some comments on comments

What would you think of taking the *... Read more* approach that Amazon
uses for reviews and long text, for long notes and text? This eliminates
the problem of clicking on a bar and finding it empty of content. It also
would make it possible to keep the copy/item record data always visible on
the screen without the need to scroll.


It seems like there is general support for developing a ... Read more
feature for all PACs. Jim indicated that it has already been requested for
public library PAC. Perhaps this feature could be given a higher
development priority.

What do you think of eliminating the Place Hold option in the Actions (?)
text box and making it a column in the copy/items list?

Kathy comments:
I would be hesitant to add a Place Hold for title-level holds in the
copy/items list because I think it could lead to potential confusion among
users. Currently, we already have a column to place volume/copy level holds
from the copy/items list that, for most systems, is only viewable from the
staff client, but I think it can be made visible to the public if you
choose. If we add a place hold link for title-level holds, my concern is
that users would think they are placing a hold on a specific copy or
volume, not on any copy that is attached to that record.

Don comments:
The ability to place a hold at the item level is very important in the
academic setting. Public libraries typically buy multiple copies of the
same title, while academic libraries typically buy single copies of
multiple titles. So generally speaking a title level hold meets academic
needs. The rub comes with multi-volume titles; a very common occurrence in
academic libraries. Apparently Item level holds are not turned on by
default since they are not appearing as an option in our catalog. I would
suggest that it be a default in an academic PAC,

Kathy comments:
FWIW, I personally like the current location of the action items. They seem
to be easy to find if you need them without getting in the way of other
content.The upper right corner is also where I typically find action
items on other sites, such as Amazon.

Don comments:
Excellent point about the upper right corner action box. In the back of my
mind I was using the F theory of webpage design, which is based on eye
movement studies that show people first view the top line of a webpage,
then follow the left column down a ways, then look again to the right part
way down the page, and finally follow the left column to the bottom.
Personally I still prefer action items under the cover art.

Is it necessary to include available copies information in a separate
area on the screen? Isn't the status column in the copy/items list
sufficient?

Kathy comments:
The status column in the copy/items list may be sufficient for single
libraries using Evergreen, but the available copies information becomes
more useful for libraries in a consortium where the copy/items list can get
somewhat long.

Elizabeth comments:
This might depend on how long the list of copies is likely to be.  For a
consortium, the list may be much longer than what is displayed by default,
and for titles with many copies per library (more common for public library
bestsellers) it's handy to be able to see at a glance whether or not there
are any available copies of some titles.

Don comments:
It sounds like this feature is a prime candidate for an on/off toggle switch


 What would you think of eliminating the Shelf browser bar and simply
 make the call number in the item/copy list a hot link to the Browse Call
 Number index?


Elizabeth comments:
We don't display the Shelf Browser at all right now, but would not want the
call number to be a hot link to the call number index.  We had a lot of
complaints about this on our previous system -- users would click through
the search results to the bib/copy screen, see the call number as a link
and click it, not realizing they had already reached their final
destination.  I am not sure what people expected -- full text or more
detailed information about the location of the book, but it was definitely
an issue. If anything, I'd want a link next to the call number that said
something like Browse call numbers.

Don comments:
The theory behind this suggestion was just to simplify the display, but we
certainly do not want to generate patron complaints! Perhaps this could be
another on/off toggle option?

On Tue, Dec 2, 2014 at 4:57 PM, Lazar, Alexey Vladimirovich 
alexey.la...@mnsu.edu wrote:

 On 2014-12-02, at 05:25 , Donald Butterworth 
 don.butterwo...@asburyseminary.edu wrote:

  What would you think of taking the ... Read more approach that Amazon
 uses for reviews and long text, for long notes and text? This eliminates
 the problem of clicking on a bar and finding it empty of content. It also
 would make it possible to keep the copy/item record data always visible on
 the screen without the need to scroll.

 The feature sounds like a good idea

Re: [OPEN-ILS-GENERAL] Academic PAC flavor

[Donald Butterworth]

Hi everyone,

Here are some questions I have about the Academic PAC display.

What would you think of taking the *... Read more* approach that Amazon
uses for reviews and long text, for long notes and text? This eliminates
the problem of clicking on a bar and finding it empty of content. It also
would make it possible to keep the copy/item record data always visible on
the screen without the need to scroll.

What would you think of eliminating the Shelf browser bar and simply make
the call number in the item/copy list a hot link to the Browse Call Number
index?

What do you think of making Contributor, Series, and Subject entries hot
links to their respective Browse indexes?

What do you think of having a MARC View tab instead of a MARC Record bar?

What do you think of eliminating the Place Hold option in the Actions (?)
text box and making it a column in the copy/items list?

How about having tabs for Add to my list, Print, and  Email, instead of
having them in an Actions text box?

Is it necessary to include available copies information in a separate
area on the screen? Isn't the status column in the copy/items list
sufficient?

Whatchyathink?

Don


On Mon, Dec 1, 2014 at 4:05 PM, Walz, Jennifer jlw...@asbury.edu wrote:

  All -



 In general I will agree that more info from the record and less art or
 pretty stuff is wanted.   However, all of that text in the mockup is
 pretty overwhelming on first glance.   It would be nice if each section of
 large chunks of text were available, but not immediately viewable.  I'm
 thinking of a drop down expanding box for each section.   Much like the
 different views in Evergreen now:





 When the contents notes and summary are very long and open immediately on
 first view, the patron then has to scroll down quite a way to see the
 location information.   Maybe the Location information could be further at
 the top of the screen?



 Other additional information that should be included right on the full
 record screen is the alternative formats – such as links to electronic
 copies and such.



 Generally though, I really like the layout of the markup version so far.



 Jennifer

 --

 Jennifer Walz, MLS - Head of Research  Distance Services

 Kinlaw Library -  Asbury University

 One Macklem Drive, Wilmore, KY 40390

 859-858-3511 ext. 2269

 jlw...@asbury.edu



 -Original Message-
 From: open-ils-general-boun...@list.georgialibraries.org [mailto:
 open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Kathy
 Lussier
 Sent: Monday, December 01, 2014 3:47 PM
 To: Evergreen General Discussion List
 Subject: [OPEN-ILS-GENERAL] Academic PAC flavor



 Hi all,



 As you may recall, the Evergreen for Academics group sent out a survey to
 the Evergreen community earlier this fall asking academic libraries to
 prioritize development needs for Evergreen that are particularly relevant
 to academic libraries.



 An Academic PAC flavor rose to the top of priorities in that survey, and
 Yamil Suarez and I agreed to work with others on defining what an academic
 PAC might look like.



 Yamil created a wiki page at


 http://wiki.evergreen-ils.org/doku.php?id=evergreen_for_academics:pac_academic_flavor

 where we can begin to gather these ideas together.



 Based on previous discussions on this topic, some ideas for what should be
 incorporated in an academic PAC are more fields displayed on the bib record
 and less overall art. Does everyone agree that both of these are elements
 of an academic PAC? Are there any other features you would like to see in
 an academic PAC? Which fields need to be added  that aren't currently
 available in the default catalog?



 Feel free to edit the wiki page directly with your ideas or to send them
 in response to this thread. I'll make sure any ideas raised in this thread
 end up on the wiki page.



 Thanks!

 Kathy





 --

 Kathy Lussier

 Project Coordinator

 Massachusetts Library Network Cooperative

 (508) 343-0128

 kluss...@masslnc.org

 Twitter:http://www.twitter.com/kmlussier

 #evergreen IRC: kmlussier






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

[OPEN-ILS-GENERAL] Patron Record problem with 2.6.1

[Donald Butterworth]

Colleagues,

Ever since upgrading to 2.6.1 we have been unable to add or edit patron
records.

Edit example:
[Search for a patron by name]  Enter Name  [Search]  Highlight patron 
[Retrieve Patron]  [Edit]  Screen does not populate to allow editing of
any field.

Ditto Register Patron:
[Register Patron]  Screen does not populate to allow editing of any field.

Is this a bug? If not can someone tell us what we are doing wrong?
Don

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

[OPEN-ILS-GENERAL] Generating Copy records when using MARC Batch Import/Export function

[Donald Butterworth]

Wise ones,

This is our first attempt to import batches of records using the MARC Batch
Import/Export function. We can get it to create and overlay copy records on
import, but only when there is a populated barcode subfield defined. We
want the system to generate a temporary barcode on import instead of
requiring one to already be present. Is there a setting that we need to
change somewhere?

Don

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

Re: [OPEN-ILS-GENERAL] Generating Copy records when using MARC Batch Import/Export function

[Donald Butterworth]

That did the trick. Thanks much! -- Don

On Fri, Oct 24, 2014 at 1:02 PM, Kathy Lussier kluss...@masslnc.org wrote:

  Hi Don,

 You can do this from release 2.5 up. There are some release notes on this
 feature at
 http://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_5.html#_cataloging.
 I also believe there is some information on this in the community docs.

 Kathy

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

 On 10/24/2014 11:38 AM, Donald Butterworth wrote:

  Wise ones,

  This is our first attempt to import batches of records using the MARC
 Batch Import/Export function. We can get it to create and overlay copy
 records on import, but only when there is a populated barcode subfield
 defined. We want the system to generate a temporary barcode on import
 instead of requiring one to already be present. Is there a setting that we
 need to change somewhere?

  Don

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





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

[OPEN-ILS-GENERAL] Evergreen Timeout

[Donald Butterworth]

Hi Everyone,

The default settings for Evergreen (2.6.0) has a timeout feature that
causes us to re-log into the Staff Client if it has been inactive for a
given period of time. (Not sure the precise time) We would like to
deactivate that feature. We especially need it deactivated for an
installation of Self Checkout to work the way we need it to.

Would someone please direct us to the Off Switch?

Thanks!

Don

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

Re: [OPEN-ILS-GENERAL] Evergreen Timeout

[Donald Butterworth]

Perfect! Thanks Rogan!

On Tue, Oct 7, 2014 at 10:53 AM, Rogan Hamby rogan.ha...@yclibrary.net
wrote:

 Hi Donald,

 If you go to

 Admin - Local Administration - Library Settings Editor in the staff
 client (with an account that has the right permissions of course) In the
 security group there is a setting called Staff Login Inactivity Timeout
 (in seconds)  Set that to zero.  You can filter for it easily using
 timeout

 Hope that helps.

 On Tue, Oct 7, 2014 at 10:41 AM, Donald Butterworth 
 don.butterwo...@asburyseminary.edu wrote:

 Hi Everyone,

 The default settings for Evergreen (2.6.0) has a timeout feature that
 causes us to re-log into the Staff Client if it has been inactive for a
 given period of time. (Not sure the precise time) We would like to
 deactivate that feature. We especially need it deactivated for an
 installation of Self Checkout to work the way we need it to.

 Would someone please direct us to the Off Switch?

 Thanks!

 Don

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




 --

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

 “You 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




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

Re: [OPEN-ILS-GENERAL] Proposed changes to browse indexes

[Donald Butterworth]

Both these proposals sound like a great improvement to me. One question,
will the hot links for the dashed subject entries on the bibliographic
screen point to the subject browse result screen or the subject keyword
result screen?

Personally I would like to see all hot links on the bib screen point to
browse result screens. e.g. author/editor/contributor, series, subject,
title, and call number.

How does that sound everyone?

Don


On Thu, Aug 28, 2014 at 4:32 PM, Kathy Lussier kluss...@masslnc.org wrote:

 Hi all,

 Recently, NOBLE made some local customizations to config.metabib_field to
 improve browse search on their local system. They would like to contribute
 a branch to make these changes in Evergreen for 2.next, but I wanted to
 share their changes with the community first to see if can generate some
 community consensus around the changes.

 1. We would like to submit a branch that enables browse search for the
 complete (All Subjects) field, and disables it for the all of the other
 fields that are included in the subject class. This branch would also add a
 -- joiner so that the fields properly display separators. Currently,
 Evergreen is indexing the individual subdivisions. By enabling browse for
 the complete field, we see the full heading in the subject browse. By
 disabling browse for all of the other subject indexes, we remove
 subdivisions like handbooks, manuals, etc. as something that is currently
 being displayed as a standalone heading (not very useful to the user.) This
 branch would address the bugs reported in https://bugs.launchpad.net/
 evergreen/+bug/1331506 and in https://bugs.launchpad.net/
 evergreen/+bug/1331524.

 Based on previous discussions on this topic, I'm fairly sure most end
 users will prefer these defaults. However, I just want to make sure this is
 desired before we submit any changes.

 The changes would be supplied in the seed data for new Evergreen installs,
 but, because we don't want to break any customizations that may have been
 made to existing index definitions, most likely won't be applied for
 upgrades. However, we could probably supply a SQL statement in the release
 notes that lets existing sites know how to make these changes if they want
 them.

 2. The second change we would like to make affects the ease with which
 users can find titles starting with initial articles. Currently, most of
 the title indexes honor non-filing indicators, so that a title like The
 Help will ignore the and file The Help with the H's. If a patron
 inadvertently enters the help, there is a warning that can be enabled
 telling the patron they may want to try the search without the. However,
 in investigating the bug at https://bugs.launchpad.net/
 evergreen/+bug/1321780, we discovered that the 740 field is being handled
 a little differently because it is being indexed twice, once with the
 non-filing characters and once without . For example, in one catalog, the
 heart sutra is being indexed with the h's, but is also being indexed with
 the t's (for the).

 We would like to propose that this approach be used for all title indexes.
 With this approach, the user will find a title whether or not they include
 the initial articles in their search. It reduces the amount of training
 that needs to be done to teach users how to use the catalog.

 Of course, these additional indexes could remain a customization that is
 just handled locally, but, since it makes it easier for a patron or student
 to use browse, we think it's worthy of consideration for the default
 indexes.

 Both of these changes have already been made to the NOBLE catalog. You can
 see these changes in action at http://evergreen.noblenet.org/
 eg/opac/browse.

 Kathy

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




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

[OPEN-ILS-GENERAL] Floating collection question

[Donald Butterworth]

Colleagues,

All of the titles with a shelving location of Stacks float between our KY
 FL campuses. The Floating? data element in our copy/item records now
contains that value so Floating now works for our current holdings.

The question is, Is there a way to automatically provide that default
value to the copy records so the we don't have to apply it to every new
copy record manually?  We thought there might be a column in the Copy
Locations Editor for Floating but there isn't one. What should we do?

Thanks! and Happy Weekend!

Don

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

[OPEN-ILS-GENERAL] 099 / 090 / 050

[Donald Butterworth]

All,

After a decent night's sleep, I reread the email I sent yesterday about LC
call numbers and printing, and realized the  099 / 090 / 050 question has
nothing to do with printing. (Duh)

The question really has to do with what call number is supplied in the call
number display when a new volume is created. I should have asked if
Evergreen follows the 099 / 090 / 050 hierarchy protocol.

Sorry about that,

Don
--

First a question about default call numbers. A bib record potentially could
contain all 3 call number fields for an LC library.
099 Local Free-Text Call Number
090 Local LC-type Call Number
050 LC Assigned Call Number

It would be extremely rare for a bib record to have all three numbers, but
if they were present, the 099 tag should be the one chosen by the system to
print. When an 090 and an 050 are present the system should choose the 090
to print. When only the 050 is present it should print. Is this protocol
being followed in Evergreen?




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

[OPEN-ILS-GENERAL] Questions About LC Call Numbers and Printing

[Donald Butterworth]

All,

Acquisitions has pretty much been on vacation during our migration, but
it's about time to crank up the ordering machine again. This means we will
soon be inundated with books that need spine labels printed.

First a question about default call numbers. A bib record potentially could
contain all 3 call number fields for an LC library.
099 Local Free-Text Call Number
090 Local LC-type Call Number
050 LC Assigned Call Number

It would be extremely rare for a bib record to have all three numbers, but
if they were present, the 099 tag should be the one chosen by the system to
print. When an 090 and an 050 are present the system should choose the 090
to print. When only the 050 is present it should print. Is this protocol
being followed in Evergreen?

Second question. The format of spine labels in our collection for LC call
numbers is, letters on line 1, numbers on line 2, cutter number on line 3,
second cutter on line 4, etc. Example

050 \4 $aBX8495.2.M68$bW5 2012 displays as:

BX
8495.2
.M68
W5
2012

There doesn't seem to be a way to achieve this configuration. It currently
displays as
BX8495.2
.M68
W5
2012

Is there a setting we have missed or is this a bug or an enhancement
request?

Question three. We use a roll feed Thermal Transfer Printer (CUB CB624M) to
print barcodes and spine labels. The perforated label stock has a spine
label on the left and a pocket label on the right. The spine/pocket label
is stuck in each book while it awaits processing. Should the label fall out
of the book, the pocket label has enough information on it so it can be
matched up with the appropriate volume. Pocket labels are also attached to
acid-free slips that are placed in books in our Archives, and they are also
used for microfilm containers. So we use the pocket label a lot.

In the Library Settings Editor  Cataloging there are settings for Spine
Label left margin, Spine label line width, and Spine label maximum lines,
but there is no corollary for Pocket labels, so we cannot make those
settings sticky. Is there someplace else where that formatting can be done,
or do we need to make an enhancement request?

Finally, would anybody else like to see a Print Label button on the
Holdings Maintenance screen? (Maybe lower left next to the current Print
button) One click printing instead of 4 clicks?

Thanks again for your insights and your patience,

Don

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

Re: [OPEN-ILS-GENERAL] Delete Records

[Donald Butterworth]

Thanks for you suggestions Ben. Very helpful! -- Don


On Fri, Jul 25, 2014 at 3:25 PM, Ben Shum bs...@biblio.org wrote:

 Hi Don,

 One suggestion I might have initially is to make sure that Delete volume
 with last copy (Automatically delete a volume when the last linked copy is
 delete) is set to TRUE for your library unit.  You can check for that
 setting via the library settings editor (Admin -- Local Administration --
 Library Settings Editor).  I imagine that would save a step as you delete
 copies from having to also select and choose to delete the call number /
 volume as well.  We also do not retain empty bib records on last deletion
 of volumes (that's another library setting Retain empty bib records which
 we set to FALSE).

 As far as deleting lots of copies en masse, I imagine you could place all
 the items into a copy bucket and then choose to delete all the items in the
 bucket.  Alternatively, there have been some script utilities I've borrowed
 from MLVC that handle batch copy deletion on a larger scale via command
 line action.

 Catalogers may have other solutions that help them to process large
 batches for deletions.  I'll let them suggest their approaches.

 -- Ben



 On Fri, Jul 25, 2014 at 3:01 PM, Donald Butterworth 
 don.butterwo...@asburyseminary.edu wrote:

 Everyone,

 One of the joys of switching systems is the chance to start with a clean
 slate. Of course cleaning house requires deleting junk. Our junk pile
 consists of about 4000 bib records with attached copy records that need to
 be examined one at a time, and then usually deleted.

 It seems like there are quite a few mouse clicks / key strokes involved
 to delete bibs with attached copies. Is there a method of doing this in one
 fell swoop in 2.5.2? If not is there a method in a newer release? Any
 recommendations?

 Thanks,

 Don

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




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




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

Re: [OPEN-ILS-GENERAL] URL Display in PAC

[Donald Butterworth]

URL Display in PAC: Part 2

Sorry about that. Accidentally hit the send key too soon. sigh

I also created copy records for each electronic volume, with a shelving
location of E-Resource Freely Available. What would y'all think about
making the Shelving Location a hot link in the Available Copies display?

Don



On Tue, Jul 29, 2014 at 8:25 AM, Donald Butterworth 
don.butterwo...@asburyseminary.edu wrote:

 All,

 Hope I'm not being to pesty with all these questions. Here is an issue
 that I ran into doing some bibliographic clean-up.

 I found a bib record for an old set that has 4 volumes. We were missing
 one of the volumes. The good news is that Internet Archives has a digital
 copy of all 4 volumes, so I added the URL for all 4 volumes, in 4 separate
 856 tags. $3e-Book$uURL$zVolume 1, 3rd edition, freely available from
 Internet Archives.

 Once the record is saved all that appears in the PAC Under the Electronic
 Resources banner are 3 lonesome URLs.

 First, is there a setting that needs attention so that all 4 URLs display?
 Second, is there a setting that needs attention so that the $z Note
 subfiled displays with the URL?

 I also created copy records for each electronic volume, with a shelving
 location of 



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




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

[OPEN-ILS-GENERAL] Evergreen for Academics -- PAC Flavor

[Donald Butterworth]

Kathy and All,

I have been pondering for a couple days how I would spec out an Academic
PAC Flavor. I was going to try to write out my thoughts but decided it
would be easier to understand if I just drew them. So please find attached
a starting point for what seems to me like a more academically oriented
bibliographic record display.

Here are some principles keep in mind:

   - Never make a user click twice if there is a way to click once
   - Must be compatible with all manner of handheld devices
   - Must comply with current accessibility standards for the sight
   impaired
   - Must comply with current library standards (no matter how ridiculous)
   - In my opinion there should be: less art, more text, less white space,
   fewer headings

Note that the author and subject entries are hot links. Clicked authors
would result in an Author Browse Results Screen. Clicked Subjects would
result in a Subject Browse Results Screen.

I believe it is critical to treat the whole subject phrase as a single
entity. Treating each individual subdivision as its own searchable entity
is not helpful. Probably 10% of the records in our collection have the
subject subdivisions Religious aspects -- Christianity. You can imagine
that the results from a keyword search for either of these terms would be
unhelpful. On the other hand clicking on the entire phrase, such as
Psychotherapy -- Religious aspects -- Christianity, and being placed on a
results screen for that entire phrase would lead the researcher to subject
areas they may not have been aware of.

That's it for me, for now. Please understand that these are my personal
meanderings and should not be considered anything officially endorsed by my
employer.

Happy Friday,

Don

--- Kathy Lussier wrote ---

PAC: Academic flavor.
It might be nice to offer a different look to the PAC that defaults to a
fuller bibliographic description.

This idea is something that I think would be fairly easy to implement by
anyone who can customize the OPAC. You could create an academic_template
directory, add the customized tt2 file there, and then contribute those
changes to the community along with some documentation telling people how
to point to this directory in eg.conf if they want to use an academic
flavor.

We have sites that do use a fuller bibliographic description than the
default, but I think they do so because they find it to be useful for all
of their libraries, not just their academics. Are there other things you
(or other academics out there) would like to see in the academic flavor of
the catalog?

Kathy


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


Academic PAC Flavor.docx
Description: MS-Word 2007 document

[OPEN-ILS-GENERAL] Delete Records

[Donald Butterworth]

Everyone,

One of the joys of switching systems is the chance to start with a clean
slate. Of course cleaning house requires deleting junk. Our junk pile
consists of about 4000 bib records with attached copy records that need to
be examined one at a time, and then usually deleted.

It seems like there are quite a few mouse clicks / key strokes involved to
delete bibs with attached copies. Is there a method of doing this in one
fell swoop in 2.5.2? If not is there a method in a newer release? Any
recommendations?

Thanks,

Don

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

[OPEN-ILS-GENERAL] Time to refine: Stripping junk tags during Z39.50 import

[Donald Butterworth]

Colleagues,

As of Tuesday Asbury Seminary is live on Evergreen. We seem to have all the
major components working, so now we are moving into the refining stage.

Can someone please point me to the documentation that describes how to
strip unwanted tags from a bibliographic record when doing a Z39.50 import.
We want to get rid of fields like 648, 655, 938, and 952. We also want to
strip any 650 tags that do not have a second indicator of 0, since we
only want to import Library of Congress subject headings.

Can somebody shoot me a URL?

Thanks,

Don

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

Re: [OPEN-ILS-GENERAL] Time to refine: Stripping junk tags during Z39.50 import

[Donald Butterworth]

Thanks Kathy!

That's just what the doctor ordered. I take it from the documentation
though that there is no way to filter out MESH, Sears and other Thesaurus
entries.

Is there a way to suppress those entries on the PAC display?

Don


On Wed, Jul 23, 2014 at 1:39 PM, Kathy Lussier kluss...@masslnc.org wrote:

  Congratulations Don!

 I think http://docs.evergreen-ils.org/2.6/_marc_import_remove_fields.html
 is what you're looking for.

 I hope this helps!

 Kathy

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

 On 7/23/2014 1:35 PM, Donald Butterworth wrote:

   Colleagues,

  As of Tuesday Asbury Seminary is live on Evergreen. We seem to have all
 the major components working, so now we are moving into the refining stage.

  Can someone please point me to the documentation that describes how to
 strip unwanted tags from a bibliographic record when doing a Z39.50 import.
 We want to get rid of fields like 648, 655, 938, and 952. We also want to
 strip any 650 tags that do not have a second indicator of 0, since we
 only want to import Library of Congress subject headings.

  Can somebody shoot me a URL?

  Thanks,

 Don

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





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

Re: [OPEN-ILS-GENERAL] Evergreen for Academics

[Donald Butterworth]

Yeah Kelly!

It will be great to have more academic libraries using Evergreen.

Just off the top of my head, here are some areas that I would like to see
refined by academics.

Acquisitions: Order Types.
Types like firm orders, periodical renewals, standing orders for
monographic series, blanket orders, multi-part monographs

Acquisitions: EDI periodical renewals.
We would really like to see electronic invoicing and ordering work for our
EBSCO subscriptions.

PAC: Academic flavor.
It might be nice to offer a different look to the PAC that defaults to a
fuller bibliographic description.

PAC: Federated searching
I would love to not have to spend many thousands of dollars annually, for
EBSCO Discover.

Cataloging: Volumes
The way that volume numbering is treated in Evergreen needs to be revisited
in the light of publications that have Fascicles/Volumes/Parts that need to
be reflected on a single call number.

Reports:
Out of the box reports that deal with the specific kinds of statistics
required by Accrediting Agencies.

Welcome Aboard!

Don


On Mon, Jul 21, 2014 at 10:11 AM, Kelly Drake ke...@flo.org wrote:


 Dear Evergreen Community,


 For the past year, Fenway Libraries Online (FLO), a consortium of 10
 academic libraries in Boston, has been considering a migration to
 Evergreen. Many members of the Evergreen community met and spoke with
 members of FLO during this year’s annual conference in Boston. Thank you
 for your time, patience and information. All your comments and suggestions
 convinced us to continue pursuing a migration to Evergreen.


 Our investigation also suggested that it would be helpful to build
 an academic interest group within the larger Evergreen community.  This
 group would be focused solely on academic issues as they relate to the ILS.
 Several existing Evergreen libraries and consortia have already expressed
 interest in the group and we have tentatively called it
 Academics for Evergreen.


 To be most effective, Academics for Evergreen would be composed of any
 individuals or institutions that have an interest in enhancing the
 academic-related functions of Evergreen. Once formed, the group will
 identify the academic-related functions that most need attention and work
 to build knowledge, consensus, and resources to move moving these issues
 forward.  So far we have identified a few of the possible issues, such as
 streamlined creation and management of authority records, enhanced search
 and browse by authority, support for multiple subject heading schema,
 improved staff workflows and possible improvements to course reserves
 integration. This list is by no means exhaustive and needs the
 participation of the Evergreen community to improve and refine it.


 Please respond and let us know if you are interested, have suggestions for
 moving these issues forward, or if you have any questions.


 Thank you,


 Kelly Drake
 Systems Librarian
 Fenway Libraries Online
 Boston, MA 02115
 617-442-2384

 Conference calls:
   Boston: 617-989-5050
   Toll-free: 877-532-8229
   Conference ID: 933794
 Web conferencing:
https://join.me/flomeeting




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

[OPEN-ILS-GENERAL] Time to refine:Stripping OCLC alphabetic prefixes and zeros

[Donald Butterworth]

One more import issue. Is it possible to strip alphabetic characters and/or
initials zeros from incoming OCLC records? Is it possible to include the
OCLC number in the general keyword index but not include the initial
alphabetic characters and zeros?

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

[OPEN-ILS-GENERAL] Holdings Subfield: Circulating Library

[Donald Butterworth]

Colleagues,

We are making some progress as we wrestle through circulation policy
configurations.  Here's the latest issue. We would like to configure more
of our polices at the System org unit level, since our branches have
essentially the same checkout parameters, but for us there is a
complication because of how copy/item records enter Evergreen.

All of our purchased titles enter Evergreen with copy/item records via a
962 tag attached to the permanent bib record. The owning library code can
be imported in a subfield but not a circulating library, because there is
no Holding Subfield in the Provider Record listed as an option.

If we use the system level code (ATS) as the owning library subfield our
circulation parameters could be simplified, but it would mean manually
adding the circulating library to each item record manually for all
purchases, so that the correct circulating library displays in the PAC. If
we use the branch level code (ATS-KY for example) as the owning library the
circulating library is the same as the owning library, but it increases the
complexity of the circulation policies.

Catch 22. We think this complication would be solved if one of the Holdings
Subfield options was Circulating Library. Or am I just out to lunch? A
decided possibility.

Don

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

[OPEN-ILS-GENERAL] Evergreen Statistical Categories

[Donald Butterworth]

Colleagues,

Here at Asbury Seminary we are rapidly closing in on our Evergreen
migration date in mid July. Our sister institution, Asbury University, will
making their transition after the Fall semester.  We have been testing,
testing, testing and feel like we are nearly ready. There is still at least
one area though, where we are seeking your collective wisdom, Statistics.

In our legacy system we have a list of statistical codes that describe the
item type. e.g. monograph, annual, bound periodical, DVD, etc. My
understanding is that Evergreen can pull totals for item types based on
elements in the bibliographic record. Is this correct, or is it a false
assumption?

What statistical categories have all y'all found valuable to keep? We are
particularly interested in the kind of categories other academic libraries
are creating in the Statistical Category Editor.

Thanks for sharing!

Don

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

Re: [OPEN-ILS-GENERAL] 2.5.2 Subject Browse Index

[Donald Butterworth]

On 6/20/2014 9:20 AM, Donald Butterworth wrote:

 I agree with Janet, that the whole subject phrase needs to be kept
 together so that only the limited set displays when clicking on the phrase.
 There are lots of DLC authority records that include a main subject and
 subdivisions.


I'm confused now. Are we still talking about the subject browse index or
are we talking about the bib record? If we're talking about the subject
browse index, I would agree, primarily because the user is presumably
seeing a hierarchy of subjects where the broader term may be directly above
the term they are looking at and the narrower term is directly below. The
current behavior is that the link keeps the subject phrase together when
you click on it, so no changes would be required here.

Sorry. Don't mean to be confusing the issue. In this first paragraph I was
commenting only on the Browse index, not the bib record.

In the second paragraph I switched gears to the main Keyword Subject search
results screen. What I was describing is the kind of behavior that Library
of Congress Catalog
http://catalog2.loc.gov/cgi-bin/Pwebrecon.cgi?DB=localPAGE=First has
when you do a Keyword Subject search. I find it very intuitive, but then
again I am a cataloger.

Don


On Fri, Jun 20, 2014 at 9:45 AM, Kathy Lussier kluss...@masslnc.org wrote:

 On 6/20/2014 9:20 AM, Donald Butterworth wrote:

 I agree with Janet, that the whole subject phrase needs to be kept
 together so that only the limited set displays when clicking on the phrase.
 There are lots of DLC authority records that include a main subject and
 subdivisions.


 I'm confused now. Are we still talking about the subject browse index or
 are we talking about the bib record? If we're talking about the subject
 browse index, I would agree, primarily because the user is presumably
 seeing a hierarchy of subjects where the broader term may be directly above
 the term they are looking at and the narrower term is directly below. The
 current behavior is that the link keeps the subject phrase together when
 you click on it, so no changes would be required here.

 If we're talking about the bib record, I have to say I put a lot of faith
 into what I'm sure is highly-funded usability testing done by Amazon. As
 Dan mentioned, the current link behavior for subject headings is similar to
 what Amazon is using. If the Evergreen community were to do a coordinated
 batch of usability testing (probably not a bad idea) and found that end
 users were indeed confused by the behavior, I might think differently, but
 I personally like the ability to click higher in the subject heading to
 broaden my search.

 Kathy




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

[OPEN-ILS-GENERAL] Reference? in the Copy/Item record

[Donald Butterworth]

I'm just curious ... what is the reason for having the element Reference?
in the Miscellaneous column of the Copy/Item record? Isn't the value
Reference in the Location/Collection element sufficient?

Is this a case of suspenders and a belt?

Thanks,

Don

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

[OPEN-ILS-GENERAL] 2.5.2 Subject Browse Index

[Donald Butterworth]

Colleagues,

We recently upgraded to the 2.5.2 release and, as a cataloger, I was
ecstatic to find that Browse the Catalog is now available. I will use
this feature extensively when assigning author names, series, and subjects.

The author and title indexes looks great, but there is one tweak in the
subject index and one in series that I want to make.

*In subjects* each individual subject subfield is being indexed rather than
the whole line. For example:

650  0 Conflict management -- Religious aspects -- Christianity

is being displayed in the results list as

* Conflict management
* Religious aspects
* Christianity

What do I need to do to change this?

*In series* I don't want the subfield v to be included in the results
list display. For example:

Tyndale studies ; v. 1 (1)
Tyndale studies ; v. 2 (1)
Tyndale studies ; v. 3 (1)

should display as

Tyndale studies ; (3)

Again, what do we need to do to change this?

Thanks for you insights!

Don


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

Re: [OPEN-ILS-GENERAL] 2.5.2 Subject Browse Index

[Donald Butterworth]

Thanks for the great response Mike!

For the subject browse, I'm not yet familiar enough with authority record
links in Evergreen to know if this is viable solution. There are an
incredible number of subject permutations which would make it impossible to
anticipate every possible subject that would be legitimate.

Is there any support out in Evergreen Land for making option two the
default? We really are out of step with the rest of the library community.
I can't think of another library system that has a subject browse index,
that doesn't include the entire subject phrase.

For the series browse, I'm pretty sure we didn't do anything special to
make it appear. It just show up after the upgrade ... which is real good.

Is there any support in Evergreen Land to include Series Browse as a
default that excludes the subfield v as part of the indexing?



On Fri, Jun 6, 2014 at 10:23 AM, Mike Rylander mrylan...@gmail.com wrote:

 Don,

 For the subjects, there are two ways to handle it.  The first is to
 add authority records and link those to the appropriate bib records.
 This will get you what you want without any further configuration, as
 authority is browse-indexed the way you describe by default.

 The second way involves new configuration entries and a partial
 reingest, but it can certainly be done.  You'll need a new
 browse-specific indexing definition to replace the one that's
 piggybacking on the exiting topic index.  For the 650, something along
 the lines of:

 INSERT INTO config.metabib_field (name, field_class, label, format,
 xpath, search_field, facet_field, browse_field, authority_xpath,
 browse_xpath)
   VALUES ('browse_topic', 'subject', 'Browse Topic', 'marcxml',
 '//marc:datafield[@tag=650]', false, false, true, '//*[@code=0]',
 '//*[contains(avxyz,@code)]');
 UPDATE config.metabib_field SET browse_field = false WHERE name =
 'topic' AND field_class = 'subject';

 All of that can also be done in the staff client through Admin -
 Server Administration - MARC Search/Facet Fields.  After that, you'll
 need to perform a browse reingest after hours.  Something like the
 following will do it in one fell swoop:

 SELECT metabib.reingest_metabib_field_entries(id, TRUE, FALSE, TRUE)
 FROM biblio.record_entry;
 DELETE FROM metabib.browse_entry WHERE id NOT IN (SELECT entry FROM
 metabib.browse_entry_def_map UNION SELECT entry FROM
 metabib.browse_entry_simple_heading_map);

 Series is not indexed for browse by default, so I assume you mean the
 series facet?  Assuming so, you could replace the MODS-based XPath for
 the Series Title indexing definition with one that goes directly to
 the MARC and excludes the fields you don't want.  That would be more
 involved, though.  See here for the current mapping used:
 http://www.loc.gov/standards/mods/v3/mods-mapping.html#relateditem

 HTH,


 On Fri, Jun 6, 2014 at 9:16 AM, Donald Butterworth
 don.butterwo...@asburyseminary.edu wrote:
  Colleagues,
 
  We recently upgraded to the 2.5.2 release and, as a cataloger, I was
  ecstatic to find that Browse the Catalog is now available. I will use
 this
  feature extensively when assigning author names, series, and subjects.
 
  The author and title indexes looks great, but there is one tweak in the
  subject index and one in series that I want to make.
 
  In subjects each individual subject subfield is being indexed rather than
  the whole line. For example:
 
  650  0 Conflict management -- Religious aspects -- Christianity
 
  is being displayed in the results list as
 
  * Conflict management
  * Religious aspects
  * Christianity
 
  What do I need to do to change this?
 
  In series I don't want the subfield v to be included in the results
 list
  display. For example:
 
  Tyndale studies ; v. 1 (1)
  Tyndale studies ; v. 2 (1)
  Tyndale studies ; v. 3 (1)
 
  should display as
 
  Tyndale studies ; (3)
 
  Again, what do we need to do to change this?
 
  Thanks for you insights!
 
  Don
 
 
  --
  Don Butterworth
  Faculty Associate / Librarian III
  B.L. Fisher Library
  Asbury Theological Seminary
  don.butterwo...@asburyseminary.edu
  (859) 858-2227



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




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

[OPEN-ILS-GENERAL] Confusion about Circulation Modifiers

[Donald Butterworth]

Dear Experts,

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

Don

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

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

[Donald Butterworth]

Fabulous! Thank you *very much* Rogan. The light is beginning to dawn and
that is the answer I was hoping to hear. Now I just have to get busy.


On Thu, Jan 16, 2014 at 11:22 AM, Rogan Hamby rogan.ha...@yclibrary.netwrote:

 Do circ modifiers define the kind of material, such as Book, DVD, etc
 ?  Well, not by definition but often yes.  Circ modifiers are literally a
 variable to pass for circulation.  So they can be things like BOOK, VIDEO,
 etc or they could be 14-DAY, 21-DAY, etc or anything else.  You
 wouldn't use the durations unless your setup is so simple that you don't
 need to distinguish the items further but if you do that's really nice -
 libraries not in a consortium can do that a lot of time.  But for the rest
 of us it's often useful to define the circ mods by the material type but
 that's a choice we're making.  Still, we keep it as simple as we can.  So
 for example, we had libraries that perhaps had BOOK and CHILD BOOK but
 since they both circulated for 14 days they were all consolidated to just
 be BOOK.  Circ mods don't show up to patrons, only staff, another sign that
 they are for circulation configuration not an identifier to help
 distinguish items.

 As an FYI SCLENDS does that and we always type the circ mods in all caps
 so we know that when send communication about a book we're talking about an
 item and when we mention BOOK we mean the circ mod.  That's handier than
 you would think.  And we use material types for some of the same reasons
 you do, library A circulates a BOOK for a different time period than
 library B does.

 And you can absolutely have everyone use the same circ mods - in fact if
 you don't you'll probably create a mess over time.  The circ mods will all
 show up together so having circ mods not in common use can cause big
 cataloging problems.  It's far easier to just have Library A have Circ
 Policy A for BOOK and Library B have Policy B for BOOK than the same number
 of policies for different circ mods.




 On Thu, Jan 16, 2014 at 11:00 AM, Donald Butterworth 
 don.butterwo...@asburyseminary.edu wrote:

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

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

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


 On Thu, Jan 16, 2014 at 10:42 AM, Rogan Hamby 
 rogan.ha...@yclibrary.netwrote:

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

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

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


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

 Dear Experts,

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

 Don

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




 --

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

 You don't have to burn books to destroy a culture. Just get people to
 stop reading them.
 -- Ray Bradbury https://www.goodreads.com/author/show/1630.Ray_Bradbury

 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




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




 --

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

 You don't have to burn books to destroy a culture. Just get people to
 stop reading them.
 -- Ray Bradbury https://www.goodreads.com/author/show/1630.Ray_Bradbury

 You can never get a cup of tea large enough or a book long enough

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

[Donald Butterworth]

Very helpful Terran. Many thanks!


On Thu, Jan 16, 2014 at 11:53 AM, McCanna, Terran 
tmcca...@georgialibraries.org wrote:

 Hi Donald,

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

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


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

 - Original Message -
 From: Donald Butterworth don.butterwo...@asburyseminary.edu
 To: Evergreen Discussion Group 
 open-ils-general@list.georgialibraries.org
 Sent: Thursday, January 16, 2014 11:00:28 AM
 Subject: Re: [OPEN-ILS-GENERAL] Confusion about Circulation Modifiers




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

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

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




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



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


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


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





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









 Dear Experts,

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










 Don


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




 --



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


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



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


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




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

[OPEN-ILS-GENERAL] Suffix / Part Designator Question

[Donald Butterworth]

Colleagues,

Can someone tell me how to account for call numbers that have multiple
suffixes and part numbers? Here is an example of a standing order for a
multi-part monograph that is published in fascicles.

Series: Biblischer Kommentar Altes Testament ; $v XVI/2 5. (in other words
Bond 16, Part 2, fasc. 5.

The call number prints like this:
BS
1154.3
.B5
Bd.16
pt.2
fasc.5

What's a cataloger to do?

Don

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

[OPEN-ILS-GENERAL] Periodical subscriptions workaround

[Donald Butterworth]

Colleagues,

We've been live with Evergreen Acquisitions for more than a month now and
firm orders are becoming routine. But at some point we are going to need to
find a way to account for periodical subscriptions; particularly our big
EBSCO invoice. I understand that the Acq module is not currently designed
to do this, but we may have come up with a workaround (a kluge really)

*Step one*: get pertinent subscription information. This is easily
downloadable from the EBSCO website in a spreadsheet format. Of particular
importance are the following categories:

Title
Cost
Subscription start date
Subscription expiration date
Format (e.g. print and/or online)
EBSCO title number
Fund Code
OCLC number

EBSCO does not supply the OCLC number, so creating that column is a one
time manual process.

*Step two:* define a profile in JTacq that will allow this data to be
imported; a quick one time process.

*Step three:* create a Holdings subfield map in Evergreen for provider
EBSCO; also a quick one time process.

*Step four*: create another map in JTacq that assigns the data elements to
appropriate subfields in the 962 field that will be used to populate
Evergreen order data and copy records. Here is what our map looks like
plus sample
values:

i = barcode = 036004000-13F (the EBSCO title ID + 2013 Florida
campus)
a = call number  = Subscription Record
t = circ modifier  = JOURNAL
d = collection code = PER (code used to define its Order Type)
l = copy location = IN PROCESS
p = price = 24.60
b = fund code = FT (Florida campus, Theology acct.)
n = note  = (Format: Print) (Subscription period: 1/1/2013
to 12/31/2013)
o = owning library   = ATS-DCL
c = quantity = 1

*Step five*: pull the bib records using an OCLC number Z39.50 search from
Evergreen.

*Step six*: batch apply the 962 tag to the corresponding bib record. This
is a one button process that takes very little time.

*Step seven*: export the modified records from JTacq and import them into
Evergreen using the Acq import method. Data will populate the PO, overlay
existing bib records, and create copy records. The new copy record can be
used as a makeshift historical record of orders and rate adjustments.
Ideally it would  be shadowed from public view on import.

*Voila *

It is not an elegant solution, and at some point the types of categories
and data that are unique to subscriptions really need to be intentionally
accommodated in the Acq Module. However, using this approach has the
potential to make it possible for us to deal with the annual EBSCO invoice
in a day instead of a month. That is *unless I am missing something!* I
know this is pretty abstract stuff, but can anybody see an Evergreen
barrier that shoots this method down?

We are at the point where we can try it with a batch of about 100 records.
But we don't want to do something that will cause a nightmare.

Insights?  Please.

Don






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

Re: [OPEN-ILS-GENERAL] Vandelay and multiple volume bib records

[Donald Butterworth]

Bill,

My thinking is that the vol.2 needs to show up in the Part Designation
subfield not the Call Number field. Is that not right?

Don


On Mon, Jul 22, 2013 at 9:34 AM, Bill Erickson ber...@esilibrary.comwrote:

 Hi Don,

 With this setup, you would ultimately get a copy with call number BV176.G37
 1999vol.2.  Is that what you're going for or is there something else you
 expect/want to happen?

 -b


 On Fri, Jul 19, 2013 at 4:16 PM, Donald Butterworth 
 don.butterwo...@asburyseminary.edu wrote:

 Acquisitions Gurus,

 The scenario.
 I have a bibliographic record that describes a two volume set.
 We are purchasing just volume 2 of the set.
 We are using a the 962 field to supply Order and copy data to Evergreen.

 The question.
 Is it possible to supply the volume information so that it creates a
 correct copy record?
 Would adding the volume to the call number accomplish this?

 Example.
 =962  \\$aBV176.G37 1999vol.2

 Don


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




 --
 Bill Erickson
 | Senior Software Developer
 | phone: 877-OPEN-ILS (673-6457)
 | email: ber...@esilibrary.com
 | web: http://esilibrary.com
 | Equinox Software, Inc. / Your Library's Guide to Open Source




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

[OPEN-ILS-GENERAL] OPAC decisions

[Donald Butterworth]

Colleagues,

Our data is loading into Evergreen and we will soon need to make some
decisions on the OPAC. One of the features that I will really miss, is the
ability to do browse searches. VuFind is an open source OPAC option that
includes browse searches. I see that the Pennsylvania Integrated Library
System (PaILS) http://www.palibrary.org/pails/ is currently using VuFind.
Are their any other libraries that have chosen this as an option? Would
anyone be willing to share your experiences with the list?

I don't suppose one of you Tech Wizards out there could just copy the
browse code from VuFind and paste it into TPAC...

Don


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

[OPEN-ILS-GENERAL] Suggestions

[Donald Butterworth]

Colleagues,

It is our intent to go live with Evergreen Acquisitions and Cataloging July
1 of this year. That means we are going to get real busy, real soon. It
also means that we are likely to get used to Evergreen inconsistencies as
we get caught up in production. Before that happens I'd like to jot down
some suggestions for the sake of other Newbies. This could sound whiny, but
it comes from a spirit of trying to be helpful. As integrated library
systems go, it seems to me that Evergreen is already pretty intuitive. But
there are some inconsistencies that could be addressed I think could make
it even easier to use.

First, as a new user who is trying to set parameters for the first time, I
don't understand the logic behind dividing the Administrative parameters
into Local and Server. One would think that Local would refer to
parameters for a specific branch. But in Server there are categories like
Call Number Prefixes and Circulation parameters that could be branch
specific. I'm guessing that the Local and Server categories must be more
intuitive from a programmer perspectives. What is more intuitive to me, is
dividing the parameters by module, as has already been done with the
Acquisition Module parameters. So, especially for the sake of the new user,
I'd like to see the Admin drop-down menu reorganized into the categories of
Search, Circulation, Cataloging, Acquisitions, Booking, Administration.
That or add an Parameter/Admin option to those existing drop-down menus.

Second, more consistent wording would be very helpful. For example

*Server Administration -- Acquisitions -- Cancel Reasons*

Drop-down line reads: *Cancel Reasons*
The Tab it opens reads: *Server Settings*
The header for the page it opens reads: *PO / Item / Request Cancellation
Reasons*
The index heading in Evergreen Official Documentation reads: *purchase
order cancellation, Cancel/Suspend reasons *

Ideally the wording would be consistent for all 4 locations, like it is for
example with

*Local Administration -- Closed Dates Editor*

Drop-down line reads: *Closed Dates Editor*
The Tab it opens reads: *Closed Dates Editor*
The header for the page it opens reads: *Closed Dates Editor*
The index heading in Evergreen Official Documentation reads: Set closed
dates using the *Closed Dates Editor*

Third, the index of the Evergreen Official Documentation is not tied
consistently to the labels being used in the Admin drop-down menu. For
example terms like Actor, Age, Asset, Barcode, and others do not appear in
the index even though they are used in Admin drop-down. It would be very
helpful if every heading on every drop-down menu were included in the index
of the Official Documentation.

Fourth, it would be helpful if there was context sensitive help on the
various parameter screens. For example it would be nice to have on the
Circulation Modifier screen: a) a brief paragraph describing what a
Circulation Modifier is, b) a sample modifier such as book included, c) a
button or a hot link header Circulation Modifier
http://docs.evergreen-ils.org/2.3/_borrowing_items_who_what_for_how_long.htmlthat
would take you to the Official documentation, d) a button/link to
screenshotshttp://pines.georgialibraries.org/pines-circulation-modifier-definitionsof
how other libraries have defined their modifiers.

Attached is a document that lists Admin Drop-down menu entries, Tab
wording, Screen headers, and index availability that could be used to
create more consistency.

Hoping to be helpful,

Don

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


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