Re: [OPEN-ILS-GENERAL] Whoops... RDA is a coming!!
FWIW - LoC has as document posted for LC catalogers and techs called Summary of Steps to Change a Record from AACR2 to RDA (monographs) www.loc.gov/aba/rda/source/importing_textual_monographs_for_rda.doc We probably can expect more of these kinds of documents (and sites, etc.) from the cataloguing community to be available to help inform ourselves on what priorities need to be set for EG + RDA. A few other links, but not too recent, include: http://eprints.rclis.org/handle/10760/13415#.UIgvjGe_Stk http://www.nla.gov.au/lis/stndrds/grps/acoc/documents/RDAFAQsaboutsystemchanges.pdf And, Recommendations to Vendors (pages 23-24) from RDA testing report: http://www.loc.gov/bibliographic-future/rda/source/rdatesting-finalreport-20june2011.pdf Also, RDA has also been popping up on the catalogers listserv: evergreen-catalog...@list.evergreen-ils.org so future threads may want to sprout there. Dan, I'll open a ticket later this week if we don't see one from Lisa. Cheers, George -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Dan Scott Sent: October 24, 2012 13:39 To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Whoops... RDA is a coming!! On Wed, Oct 24, 2012 at 04:33:53PM +, Lisa Hill wrote: Hi Folks- RDA- which I am being told does not stand for retirement day approaching is set for 3/31/2013. What that means for KCLS(and likely some others on this list) is that we will see an onslaught of records with the publication date recorded in the 264 $c second indicator 1 instead of the 260 subfield c which is where it has been for like a million years. So what is everyone doing about this? Are you reingesting your records to include the 264 $c is anyone working with ESI to ask them to develop some code so that if there is nothing in the 260 $c the record would display the 264$c_1? Rather than jumping directly to development proposals with specific companies or individuals, I would suggest opening a bug at http://bugs.launchpad.net/evergreen with the details so that all Evergreen developers can discuss the best way forward for ensuring that we handle this in the Evergreen 2.4 release. There are a number of potential ways of handling both the indexing and display side of things. Sorry if this email sounds frantic- I am not a cataloger- I kept hearing that RDA was coming- and I sort of hid my head in the sand I guess I will always be a reference librarian at heart. #catalogerswereright There are a number of other RDA changes to address as well. Having one or more bugs with clear directions on what the community wants will help all of us!
Re: [OPEN-ILS-GENERAL] new marc templates
Araik,
I would revert back to the previous (working) opensrf.xml file and then
re-check your changes to register that new template.
Alternately, re-check your template file code to ensure it's valid XML.
Another way you can test this is by backing up an already existing default
template that is working with default opensrf.xml settings, and then replace
the template with your new template code. If it generates an error (after
restarting relevant services) you know that it's not your opensrf.xml settings
syntax (but probably bad xml in the template). If the template works, then you
know your previously made changes to opensrf.xml are the likely cause.
Whenever we've worked with templates, most errors tend to be bad XML
(especially if your working in an editor that's not validating xml).
Hope that helps,
George
George Duimovich
NRCan Library / Bibliothèque de RNCan
From: open-ils-general-boun...@list.georgialibraries.org
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Beth
Longwell
Sent: September 26, 2012 08:31
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] new marc templates
Araik,
In opensrf.xml you should have a line to represent each marc template you wish
to display in the staff client. For example, to have both a book and a serial
template choice you would have the following:
marctemplates
K_book/openils/var/templates/marc/k_book.xml/K_book
K_serial/openils/var/templates/marc/k_serial.xml/K_serial
/marctemplates
Hope this helps,
Beth Longwell
System Manager
Sage Library System
On Wed, Sep 26, 2012 at 2:27 AM, Araik Manukyan
ar...@flib.sci.ammailto:ar...@flib.sci.am wrote:
Dear community,
We have upgraded to Evergreen 2.2 and are currently configuring it. We want to
add some new marc templates but are unable to do it. First, we have created a
marc template (k_serial.xml)and located it in the openils/var/templates
directory. Then, we have edited the opensrf.xml document to reflect these
changes. We have simply added this string
marctemplates
K_serial/openils/var/templates/marc/k_book.xml/K_serial
/marctemplates
in the tag
-
app_settings
/app_settings
-
where the code for default template k_book was included. Finally, we restarted
the software. Yet, this new template have not appeared in the drop menu and
what is more, afterwards when we tried to create a new MARC record Eevergreen
begun to report an error (when we cancel the described modifications,
everything starts to work again.) Below you can find the error text
Network or server failure. Please check your Internet connection to
93.187.162.217 and choose Retry Network. If you need to enter Offline Mode,
choose Ignore Errors in this and subsequent dialogues. If you believe this
error is due to a bug in Evergreen and not network problems, please contact
your help desk or friendly Evergreen administrators, and give them this
information:
method=open-ils.cat.marc_template.types.retrieve
params=[]
THROWN:
{payload:[],debug:osrfMethodException : *** Call to
[open-ils.cat.marc_template.types.retrieve] failed for session
[1348648371.656537.134864837131690], thread trace [1]:\nNot a HASH reference at
/usr/local/share/perl/5.10.1/OpenILS/Application/Cat.pm line
56.\n\n,status:500}
STATUS:
--
Any ideas? Can you suggest us another way to add marc templates?
Thanks in advance,
Araik
Re: [OPEN-ILS-GENERAL] Limits on numbers of attached items?
FWIW, During the migration of one of our systems to Evergreen, we had about 7-10 records that hit this limit (out of about 120K records exported from that particular branch). All special series titles with thousands of attached barcoded items. The ILS exported the MARC records ok, but truncated data in our 9xx holdings tags after hitting the 99,999 limit on those records. George George Duimovich NRCan Library / Bibliothèque de RNCan -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Jason Stephenson Sent: September 25, 2012 13:56 To: open-ils-general@list.georgialibraries.org Subject: Re: [OPEN-ILS-GENERAL] Limits on numbers of attached items? Quoting Tony Bandy to...@ohionet.org: Hi all, Working with our consortium, specifically related to setting policies, etc. does anyone know of the limit of attached items on bibliographic records? My notes indicate 2,000, but tracking down where that came from is proving elusiveanyone know of the limits? The only limit that I am aware of is the size of a MARC record is limited to 99,999 bytes. If you export a MARC record with holdings in the 852 or other tag, depending on the amount of data in the other fields, you can quickly run out of room for holdings. There may be other, system-dependent limitations on how many copies you can reasonably attach to a bib, such as the time it takes to retrieve all the data and return to the client, the amount of RAM on the client and the efficiency or inefficiency of trying to display 2000 copies, etc. These, however, will vary depending on the hardware of the servers, the quality of the network connection, the hardware on the client, even the client O/S can make a difference. Thanks in advance for your thoughts Tony *** Tony Bandy to...@ohionet.org OHIONET 1500 West Lane Ave. Columbus, OH 43221-3975 1-800-686-8975 x19 -- Jason Stephenson Assistant Director for Technology Services Merrimack Valley Library Consortium Chief Bug Wrangler, Evergreen ILS
Re: [OPEN-ILS-GENERAL] Ebsco Discovery anyone?
Hello Don, Any reason to think that they would not be compatible? Nope -- Any third party discovery platform will necessarily have to be compatible with a wide variety of ILS providers, usually through the simplest route which is by indexing exported MARC record dumps. Some may support other ways to interact with your data, but most people just end up scripting / automating the dumping of MARC records for indexing by the third party platform, and then optionally hook into dynamic data like holdings and copy status, etc. From Evergreen's side of things, I don't think you'll find an ILS on the marketplace that plays as friendly with third party integration. For example, there are 2 or 3 sites currently using Summon's search solution, so there's already of few community users with experience integrating with third party search tools. Good luck, George George Duimovich NRCan Library / Bibliothèque de RNCan From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Donald Butterworth Sent: September 21, 2012 13:59 To: Evergreen Discussion Group Subject: [OPEN-ILS-GENERAL] Ebsco Discovery anyone? Hi All, Are there any libraries that are using Evergreen together with EBSCO Discovery? Any reason to think that they would not be compatible? Thanks for your insights! Don Don Butterworth Faculty Associate / Librarian III B.L. Fisher Library Asbury Theological Seminary don.butterwo...@asburyseminary.edumailto:don.butterwo...@asburyseminary.edu (859) 858-2227
Re: [OPEN-ILS-GENERAL] Authority control, correction
Our cataloguers use the standard LoC authorities as well as a French language tool called RVM (1), plus a few other services too like the LC Cataloger's Desktop, etc. http://www.loc.gov/cds/desktop/features.html In addition, we outsourced the creation of new authority records with one of the data service vendors, using a large sample of our bibliographic records to identify headings, etc.. After importing the new authorities, we used a script that ships with Evergreen to automatically create the links between bibs and authorities. George George Duimovich NRCan Library / Bibliothèque de RNCan 1] LC Web http://authorities.loc.gov and RVM https://rvmweb.bibl.ulaval.ca/en From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Jill Minor Sent: July 20, 2012 15:52 To: open-ils-general@list.georgialibraries.org Subject: [OPEN-ILS-GENERAL] Authority control, correction My prior post asking about authority control should have said that my consortium is considering migration. My library would still like to know what tools or subscriptions the libraries on this listserv are using for authority control. Jill Minor
Re: [OPEN-ILS-GENERAL] Barcode scanners
Hello, FWIW, we use the Metrologic MS 9540 (USB) without any problems. George George Duimovich NRCan Library / Bibliothèque de RNCan From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of J. Sara Paulk Sent: June 25, 2012 16:09 To: open-ils-general@list.georgialibraries.org Subject: [OPEN-ILS-GENERAL] Barcode scanners thinking of moving to Evergreen - does anyone use Metrologic MS9525 voyager Bluetooth scanners? Thanks. Respectfully, J. Sara Paulk Regional Director Wythe-Grayson Regional Library P.O. Box 159, Independence, VA 24348 Phone-276-773-3018 / FAX 276-773-3289 http://wythegrayson.lib.va.usEmail jsarapaulk-w...@gmx.commailto:jsarapaulk-w...@gmx.com
Re: [OPEN-ILS-GENERAL] Here we grow again! Link checker functionality in Evergreen
*please* let's not develop an *integrated* link checker for Evergreen at all Disagree -- there's no reason why link checker code couldn't be developed to be used (or easily adapted) to service both general purpose roles as well as integrated Staff Client functionality. What do you do for libraries who don't have direct server or easy database access? How else can cataloguers be empowered to service link errors, especially as we move towards increasing digital collections? Advantages of integration could include, for example, exposing batch editing and more effective reporting, etc. I won't argue the point right now but integration needn't be incompatible with dis-integration, say encouraging the ability to generalize the service or allowing alternate solutions to the problem. There is currently some sys admin oriented link checker code out there already for Evergreen that could be adapted (and improved) for general purpose usage (esp. for any database generated link listings, etc.) For some basic working code, see our earlier submissions here: http://markmail.org/message/v4cyszy33sgocqab and here: http://markmail.org/message/kgbpzgg25cm6fqcs (with maybe some additional enhancements from Liam's work to be submitted by us later). But a good point to reinforce - it's a good design goal to ensure that any core link checker code be adaptable for more arbitrary purposes. Thanks for the feedback! George George Duimovich NRCan Library / Bibliothèque de RNCan -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Paul Hoffman Sent: May 11, 2012 15:14 To: open-ils-general@list.georgialibraries.org; open-ils-...@list.georgialibraries.org Subject: [OPEN-ILS-GENERAL] ***SPAM*** Re: Here we grow again! Link checker functionality in Evergreen On Fri, May 11, 2012 at 02:55:42PM -0400, Suzannah Lipscomb wrote: Equinox Software, Inc. is excited to announce the development of link checker functionality in Evergreen. Uh-oh! Evergreen currently has no built-in mechanism for verifying the validity of URLs stored in MARC records. The ability to verify URLs will be of particular benefit to locations with large electronic resource collections. The requirements for this project are being developed in partnership with NRCan Library and Statistics Canada Library. The technical specifications for this project will be shared with the Evergreen Community once they are ready. Equinox developers estimate that coding will be completed no later than the end of the third quarter of 2012. As someone who has had to deal with poorly written link checkers and the havoc they wreak, I sincerely hope that one of the requirements will be *politeness* -- specifically, a throttling mechanism that keeps the link checker from hammering away at a server that happens to serve a large number of resources linked to from an Evergreen catalog. (This is actually quite simple in most cases: just shuffle the list of URLs that you check, and don't check too fast. If you have 860,400 links in a catalog you can check ten per second and still finish in 24 hours, but you'd better make sure that those ten per second aren't all requested from the same server!) And -- though it's not clear if this is what's intended or not -- *please* let's not develop an *integrated* link checker for Evergreen at all. A link checker is properly a separate special-purpose tool with a simple, well-defined interface that allows it to be used by any number of applications; it shouldn't be all tangled up in an ILS. There might even be a perfectly good link checker that fits the bill now -- I don't know, as I haven't looked into the matter very closely. OK, I'll get down off my soap box now. :-) Paul. -- Paul Hoffman p...@flo.org Systems Librarian Fenway Libraries Online c/o Wentworth Institute of Technology 550 Huntington Ave. Boston, MA 02115 (617) 445-2914 (617) 442-2384 (FLO main number)
Re: [OPEN-ILS-GENERAL] Here we grow again! Link checker functionality in Evergreen
Paul, Thanks also for your suggestion re: politeness. That's something our current linkchecker doesn't specifically address, except by coincidence (we currently don't sort the targeted URLs to be checked by domain). George George Duimovich NRCan Library / Bibliothèque de RNCan -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Paul Hoffman Sent: May 11, 2012 15:14 To: open-ils-general@list.georgialibraries.org; open-ils-...@list.georgialibraries.org Subject: [OPEN-ILS-GENERAL] ***SPAM*** Re: Here we grow again! Link checker functionality in Evergreen On Fri, May 11, 2012 at 02:55:42PM -0400, Suzannah Lipscomb wrote: Equinox Software, Inc. is excited to announce the development of link checker functionality in Evergreen. Uh-oh! Evergreen currently has no built-in mechanism for verifying the validity of URLs stored in MARC records. The ability to verify URLs will be of particular benefit to locations with large electronic resource collections. The requirements for this project are being developed in partnership with NRCan Library and Statistics Canada Library. The technical specifications for this project will be shared with the Evergreen Community once they are ready. Equinox developers estimate that coding will be completed no later than the end of the third quarter of 2012. As someone who has had to deal with poorly written link checkers and the havoc they wreak, I sincerely hope that one of the requirements will be *politeness* -- specifically, a throttling mechanism that keeps the link checker from hammering away at a server that happens to serve a large number of resources linked to from an Evergreen catalog. (This is actually quite simple in most cases: just shuffle the list of URLs that you check, and don't check too fast. If you have 860,400 links in a catalog you can check ten per second and still finish in 24 hours, but you'd better make sure that those ten per second aren't all requested from the same server!) And -- though it's not clear if this is what's intended or not -- *please* let's not develop an *integrated* link checker for Evergreen at all. A link checker is properly a separate special-purpose tool with a simple, well-defined interface that allows it to be used by any number of applications; it shouldn't be all tangled up in an ILS. There might even be a perfectly good link checker that fits the bill now -- I don't know, as I haven't looked into the matter very closely. OK, I'll get down off my soap box now. :-) Paul. -- Paul Hoffman p...@flo.org Systems Librarian Fenway Libraries Online c/o Wentworth Institute of Technology 550 Huntington Ave. Boston, MA 02115 (617) 445-2914 (617) 442-2384 (FLO main number)
Re: [OPEN-ILS-GENERAL] Link Checker in Evergreen
Hello all, Yes, we've got something to share that works right now fairly well, but it's not yet integrated into the Staff Client (it can only be run as a standalone perl script by sys admins). We recently worked with ESI to outline some additional requirements for Staff Client integration, and I believe ESI might end up posting those high level requirements for feedback sometime soon. Brian, I'll contact you offline with some additional details. Thanks, George George Duimovich NRCan Library / Bibliothèque de RNCan From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of gislaine.hame...@statcan.gc.ca Sent: May 9, 2012 13:10 To: open-ils-general@list.georgialibraries.org Subject: Re: [OPEN-ILS-GENERAL] Link Checker in Evergreen George Duimovich has further info on this. From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Brian Greene Sent: May-09-12 1:02 PM To: open-ils-general@list.georgialibraries.org Subject: [OPEN-ILS-GENERAL] Link Checker in Evergreen We're interested in link checker functionality and I found a relevant thread on the development list from late last year (http://list.georgialibraries.org/pipermail/open-ils-dev/2011-December/007780.html). Does anyone know the status of that effort or link checker functionality in general? I tried to contact Liam directly and the email bounced back. Thanks, Brian Brian Greene, Library Director Columbia Gorge Community College The Dalles, Oregon 97058 (541) 506-6080 | www.cgcc.cc.or.ushttp://www.cgcc.cc.or.us/
Re: [OPEN-ILS-GENERAL] State of the map of Evergreen libraries?
but would folks be amenable to there being some kind of submit your OU hierarchy to the Evergreen Project function Definitely amenable and great idea Galen! George George Duimovich NRCan Library / Bibliothèque de RNCan -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Galen Charlton Sent: May 9, 2012 15:44 To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] State of the map of Evergreen libraries? Hi, On May 9, 2012, at 2:53 PM, Dan Scott wrote: 1) Process for adding Evergreen libraries to the map. Maybe updating http://evergreen-ils.org/dokuwiki/doku.php?id=evergreen_libraries could / should be step one (only a wiki account is required!), but we don't have coordinates there currently, just a rough location field. Then perhaps map updaters could follow the revisions to that page and update a centralized KML file accordingly. One thing that occurs to me is that some of this could in principle be automated, since any given organization unit hierarchy will almost always include mailing addresses. It wouldn't be perfect -- for example, I know of at least one Evergreen consortium that has OUs that it does not care to (or cannot) publicly identify -- but would folks be amenable to there being some kind of submit your OU hierarchy to the Evergreen Project function, akin to Debian's voluntary package popularity contest? Regards, Galen -- Galen Charlton Director of Support and Implementation Equinox Software, Inc. / The Open Source Experts email: g...@esilibrary.com direct: +1 770-709-5581 cell: +1 404-984-4366 skype: gmcharlt web:http://www.esilibrary.com/ Supporting Koha and Evergreen: http://koha-community.org http://evergreen-ils.org
Re: [OPEN-ILS-GENERAL] Acquisitions issues
One thing we'd like to see improved with the current workflow http://goo.gl/5AhcP is an option for more streamlined electronic orders (e.g. When Provider accepts electronic orders = yes). The basic use case is where electronic orders are accepted but not via EDI -- instead, just classic credit card order via direct web through sites like Amazon and so on. This is partly a documentation issue (not clear what to do as you walk through this use case for the first time since Yes above points to EDI only in the workflow diagram) but there probably could be some UI improvements to streamline cases where you are working via online web orders and get immediate feedback about order and shipping status and don't need to print or send out a purchase order, etc. George George Duimovich NRCan Library / Bibliothèque de RNCan -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Kathy Lussier Sent: April 30, 2012 17:13 To: open-ils-general@list.georgialibraries.org Subject: [OPEN-ILS-GENERAL] Acquisitions issues Hi all, I'm taking this opportunity to be loud on a couple of acquisitions problems we've encountered. We have two consortia that are going live on Evergreen in less than a month. This morning, I sat down with the acq people at one consortium to identify the issues that will be most problematic for them when they go live. I'm hoping we can work to get these issues resolved so that the transition to acquisitions in Evergreen can go as smoothly as possible. * https://bugs.launchpad.net/evergreen/+bug/969494 describes a problem where using the Add to Purchase Order option from the View/Place Orders interface does not carry over the PO's provider to that lineitem. Consequently, the PO cannot be activated. We have several libraries who do not plan to use selection lists, and fixing this problem will make a big difference in their workflow. * I also added a new bug today for problems we encountered when trying to activate a PO as part of the order record upload process. https://bugs.launchpad.net/evergreen/+bug/992108. Since the workaround for this isn't too onerous (uploading directly to the PO and then activating), it probably isn't as high of a priority as my first item, but it is still fairly important. * We also are having ongoing problems with EDI order responses. From the acquisitions discussion Saturday morning, it sounds like nobody is working with order responses. We are committed to putting in some of the legwork to try to figure out what the problems are and to get order responses working properly so that acquisitions can become a more attractive option for other Evergreen users. However, we have encountered some problems that I suspect might not be bugs, but may be related to configuration issues, and we just need to know where to start looking to resolve these problems. I sent something to the list regarding this issue earlier this month, http://markmail.org/message/gjn4eiadi7s55jdt, but I'll try to provide more detail below. We have been working with a vendor that has been posting test order responses. We have been able to successfully translate these order responses two times, and both times occurred on the day after we performed an Evergreen update on our test system. Afterwards, we get an error in our EDI messages every day. It seems as if the system keeps trying to translate that same message that had already been successfully translated after our Evergreen update. The status of these messages is trans_error. The error message is: EDI Translator edi2json failed, Error 2: Uncaught exception Input/output error in method edi2json The EDI Message Body is: UNB+UNOA:3+1697978:31B+3075052:31B+120328:1751+11++EANCOM'UNG+ORDRSP+1697978:31B+3075052:31B+120328:1751+07+UN+D:96A'UNH+07+ORDRSP:D:96A:UN:EAN008'BGM+231+148+29'DTM+137:20120313:102'RFF+ON:148'NAD+BY+20N6885::91'NAD+SU+1697978::31B'LIN+166+5+9780060186944:EN'PIA+5+0060186941:IB'QTY+21:1'PRI+AAF:22:CA:SRP'RFF+LI:148/166'LIN+167+5+9780142437261:EN'PIA+5+0142437263:IB'QTY+21:1'PRI+AAF:7:CA:SRP'RFF+LI:148/167'LIN+168+5+9780152052201:EN'PIA+5+0152052208:IB'QTY+21:3'PRI+AAF:6.95:CA:SRP'RFF+LI:148/168'LIN+169+2+:EN'PIA+5+:IB'QTY+21:1'QTY+12:0'FTX+LIN++200:1B:28'PRI+AAF:5:CA:SRP'RFF+LI:148/169'LIN+170+5+9780345475800:EN'PIA+5+0345475801:IB'QTY+21:1'PRI+AAF:14.95:CA:SRP'RFF+LI:148/170'UNS+S'CNT+2:5'UNT+36+07'UNE+1+07'UNZ+1+11' Any thoughts on where we can start troubleshooting this? Thanks! Kathy -- Kathy Lussier Project Coordinator Massachusetts Library Network Cooperative (508) 756-0172 (508) 755-3721 (fax) kluss...@masslnc.org Twitter: http://www.twitter.com/kmlussier
Re: [OPEN-ILS-GENERAL] Acquisitions issues
Hello Tim, Correct. Just trying to capture some essential purchase details in more streamlined way. George From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Tim Spindler Sent: May 1, 2012 10:34 To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Acquisitions issues George, I'm not sure I understand what you are saying. The workflow diagram says that if you are not ordering through EDI, print the order. If I understand you correctly, you may have a situation where you orderd on Amazon but you will also be maintaining a separate record in Evergreen Acquisitions and simply never print a purchase order because Amazon would not accept it. Is that correct? Tim On Tue, May 1, 2012 at 10:20 AM, Duimovich, George george.duimov...@nrcan-rncan.gc.camailto:george.duimov...@nrcan-rncan.gc.ca wrote: One thing we'd like to see improved with the current workflow http://goo.gl/5AhcP is an option for more streamlined electronic orders (e.g. When Provider accepts electronic orders = yes). The basic use case is where electronic orders are accepted but not via EDI -- instead, just classic credit card order via direct web through sites like Amazon and so on. This is partly a documentation issue (not clear what to do as you walk through this use case for the first time since Yes above points to EDI only in the workflow diagram) but there probably could be some UI improvements to streamline cases where you are working via online web orders and get immediate feedback about order and shipping status and don't need to print or send out a purchase order, etc. George George Duimovich NRCan Library / Bibliothèque de RNCan -Original Message- From: open-ils-general-boun...@list.georgialibraries.orgmailto:open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.orgmailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Kathy Lussier Sent: April 30, 2012 17:13 To: open-ils-general@list.georgialibraries.orgmailto:open-ils-general@list.georgialibraries.org Subject: [OPEN-ILS-GENERAL] Acquisitions issues Hi all, I'm taking this opportunity to be loud on a couple of acquisitions problems we've encountered. We have two consortia that are going live on Evergreen in less than a month. This morning, I sat down with the acq people at one consortium to identify the issues that will be most problematic for them when they go live. I'm hoping we can work to get these issues resolved so that the transition to acquisitions in Evergreen can go as smoothly as possible. * https://bugs.launchpad.net/evergreen/+bug/969494 describes a problem where using the Add to Purchase Order option from the View/Place Orders interface does not carry over the PO's provider to that lineitem. Consequently, the PO cannot be activated. We have several libraries who do not plan to use selection lists, and fixing this problem will make a big difference in their workflow. * I also added a new bug today for problems we encountered when trying to activate a PO as part of the order record upload process. https://bugs.launchpad.net/evergreen/+bug/992108. Since the workaround for this isn't too onerous (uploading directly to the PO and then activating), it probably isn't as high of a priority as my first item, but it is still fairly important. * We also are having ongoing problems with EDI order responses. From the acquisitions discussion Saturday morning, it sounds like nobody is working with order responses. We are committed to putting in some of the legwork to try to figure out what the problems are and to get order responses working properly so that acquisitions can become a more attractive option for other Evergreen users. However, we have encountered some problems that I suspect might not be bugs, but may be related to configuration issues, and we just need to know where to start looking to resolve these problems. I sent something to the list regarding this issue earlier this month, http://markmail.org/message/gjn4eiadi7s55jdt, but I'll try to provide more detail below. We have been working with a vendor that has been posting test order responses. We have been able to successfully translate these order responses two times, and both times occurred on the day after we performed an Evergreen update on our test system. Afterwards, we get an error in our EDI messages every day. It seems as if the system keeps trying to translate that same message that had already been successfully translated after our Evergreen update. The status of these messages is trans_error. The error message is: EDI Translator edi2json failed, Error 2: Uncaught exception Input/output error in method edi2json The EDI Message Body is: UNB+UNOA:3+1697978:31B+3075052:31B+120328:1751+11++EANCOM'UNG+ORDRSP+1697978:31B+3075052:31B
Re: [OPEN-ILS-GENERAL] 856 field conversion
Hello Trisha, Yes, you shouldn't have any problems bringing in your 856 links, as long as Athena can export your records into MARC. Same for display and linking to outside URL's (Evergreen's default OPAC display can be highly customized, so you can always customize the display and functionality of each field). George George Duimovich NRCan Library / Bibliothèque de RNCan From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Trisha Cantwell Keene Sent: April 9, 2012 10:14 To: open-ils-general@list.georgialibraries.org Subject: [OPEN-ILS-GENERAL] 856 field conversion We are in the preliminary stages of converting from Athena (Now a Follett software product) to Evergreen. Does Evergreen handle 856 field conversions nicely? How does Evergreen handle 856 linking to outside urls? Well? clunky? horribly? Thanks in advance. Trisha -- Trisha Cantwell Keene Associate Director Thorndike Library 109 Eden St. Bar Harbor, ME 04609 (207) 801-5661 (207) 288-2328 Fax tcantw...@coa.edumailto:tcantw...@coa.edu Google can bring you back a hundred thousand answers. A librarian can bring you back the right one. The Guardian (London)
Re: [OPEN-ILS-GENERAL] Can Evergreen do this
Hello Jim, Both systems are adept and flexible enough to manage a wide variety of collections, small and large, including special collections. I don't want to discourage you from looking at Koha or Evergreen, but both systems would require your staff / volunteers to work in MARC21-based environment, which IMHO may be a big barrier for a small volunteer-driven library looking at adopting a Koha or EG solution. FWIW, my former boss is using this system in her church's library: www.resourcemate.com. It's not MARC21 compliant, etc., but she indicated good experience with it, especially given the number of non-librarian (and non-techie) volunteers engaged in managing, supporting their library. Good luck with your search. George George Duimovich NRCan Library / Bibliothèque de RNCan -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Jim Hall Sent: March 28, 2012 11:39 To: open-ils-general@list.georgialibraries.org Subject: [OPEN-ILS-GENERAL] Can Evergreen do this At the moment I am researching for my church. Our library (small) is looking for different software. Evergreen and Koha would both work well. Additionally, our Heritage Committee is looking for a database for our historical material. Our congregation is 175 years old, that's a lot of stuff! What the committee wants to know is if Evergreen has a Special Collections kind of usage? If so, could we use Evergreen for both projects? I'm sorry to be so vague, but I don't know what questions I need to ask. If we can have a dialog, I may be able to get more specific. Thank You
Re: [OPEN-ILS-GENERAL] Records displaying in the catalog
Hello The quick answer is yes. There are a couple of ways to do this easily, but typically you would assign a record or group of records a bibliographic source that has a flag set to true for OPAC public display. In Evergreen documentation, you might see this referred to as either a transcendent source or transcendent record (meaning bibliographic records that should display in the OPAC even if no copies are attached). When you import eBooks MARC records, you can select from a drop down list an appropriate record source you have already created - say NetLibrary - and those records will be set to display in your public catalogue without copies attached. You can also add or change the record source from within the MARC Editor. George George Duimovich NRCan Library / Bibliothèque de RNCan From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Trisha Cantwell Keene Sent: March 25, 2012 09:32 To: open-ils-general@list.georgialibraries.org Subject: [OPEN-ILS-GENERAL] Records displaying in the catalog New to Evergreen and as we contemplate converting our records I am curious about how people handle ebook and serial records which don't need barcodes. Is it possible to add records to the catalog and have them display to the public without adding items? Thanks, Trisha -- Trisha Cantwell Keene Associate Director Thorndike Library 109 Eden St. Bar Harbor, ME 04609 (207) 801-5661 (207) 288-2328 Fax tcantw...@coa.edumailto:tcantw...@coa.edu Google can bring you back a hundred thousand answers. A librarian can bring you back the right one. The Guardian (London)
Re: [OPEN-ILS-GENERAL] To Create a PHP client for OpenSRF and Evergreen
There has always beensome interest in developing PHP bindings for OpenSRF, but I don't think anybody has formalized that yet. See note on this referenced here: journal.code4lib.org/articles/3365 We're definitely interested, but haven't gotten around yet to supporting any initiatives. Maybe 2012 is the year to make it happen? George George Duimovich NRCan Library / Bibliothèque de RNCan -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Virendra Kumar Sent: March 24, 2012 07:49 To: open-ils-general@list.georgialibraries.org Subject: [OPEN-ILS-GENERAL] To Create a PHP client for OpenSRF and Evergreen Hi I am Virendra Kumar. I have some doubts as follows:- Why Evergreen has not been integrated with popular frameworks such as Drupal and Wordpress, as well as with library-specific applications such as VuFind?? what problems you face while integrating Evergreen with frameworks such as Drupal and Wordpress ??? could anybody help me to undersatnd what will be basic problem to integrate Evergreen with other Popular frameworks like Drupal and Wordpress ?? Thanks, Virendra kumar
Re: [OPEN-ILS-GENERAL] Gsoc 2012
Hello Avinash, Basic idea of what Evergreen does: https://en.wikipedia.org/wiki/Integrated_library_system or here www.evergreen-ils.orghttp://www.evergreen-ils.org Some documentation to get you started with the Staff Client: http://docs.evergreen-ils.org George George Duimovich NRCan Library / Bibliothèque de RNCan From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Avinash Jain Sent: March 22, 2012 00:58 To: evergreen Subject: Re: [OPEN-ILS-GENERAL] Gsoc 2012 I have installed evergreen client on my system and able to connect to community server. Please help me understanding evergreen's basic idea. what a client supposed to do after connecting to the server. What service a evergreen provides to a user. Basically what a user can get after initiating a connection. -- Regards, avinash (+91) 9502681447
Re: [OPEN-ILS-GENERAL] Batch MARC editing in Evergreen 2.2
I've recently started batch editing with some test jobs and would comment: * I don't think there's a limit to number of records, only depending upon the job and volume, it could be considerably faster working directly with database via SQL. I'm currently running a delete MARC 9xx tag job on our test environment with over 200K+ records targetted via a csv file. After a bit of delay (looked like nothing was happening at first with the Batch Edit screen), it's now doing its thing happily. I'm pretty certain my particular replace would be much faster by sql, but I'm trying to use the Batch editor more to get a handle on how it can be best used. * Re: subfield... I've had good success in my tests working at the subfield level (e.g. deleting specific subfield/data in a given tag, matching this or that text string, etc.) but I'm not sure about your particular add/append scenario. Oddly enough, I completely forgot about this new feature in 2.1, so only re-discovered it recently. Kind of like, hey, where'd that menu option come from? George George Duimovich NRCan Library / Bibliothèque de RNCan From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Tim Spindler Sent: February 9, 2012 12:09 To: mllew...@biblio.org; Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Batch MARC editing in Evergreen 2.2 Mary, I'm just starting to look at this and can I add another question? Is there a limit on the number of records batch edit can handle? Tim On Thu, Feb 9, 2012 at 10:20 AM, Mary Llewellyn mllew...@biblio.org wrote: Hi all, Yesterday I tried out MARC batch editing in our test version of Evergreen 2.2, and I have a question. (What else is new?) Is there a way to append subfields to an existing tag without replacing the entire tag? We use subfield 9 in tag 856 for our libraries that subscribe to Overdrive, and when a new library joins, I'd like to be able to add a new subfield 9 to a batch of records for them. So far, my attempts have only wiped the entire 856, creating it anew with just the subfields 9. Can the batch editor work at just the subfield level, or is it intended to work only on an entire tag? Thanks, Mary Mary Llewellyn Database Manager Bibliomation, Inc. Middlebury, CT mllew...@biblio.org -- Tim Spindler tjspind...@gmail.com P Go Green - Save a tree! Please don't print this e-mail unless it's really necessary.
Re: [OPEN-ILS-GENERAL] Evergreen 2.2 and Authorities
Not sure how fully this would address your needs, but there is an auto-linking script that ships in the /support-scripts/ directory called authority_control_fields.pl - It can be used to populate your authority linking table and can be re-run following any significant imports to your authority entries (but re-running against entire database can take time). We've taken the approach to automate this script on a weekly and/or monthly cron-job by re-running the above script against only new or modified bib records for that specified period. But we have already outsourced the creation / validation of our authority records from our bib data (so we're not adding any large batches of *new* authorities to match against). Re: placeholder records: you make a good point regarding browse authority searching excluding non-authorized entries. On the one hand, it is intended to permit the browsing of authorized entries (say, authors) and it does that. But I can see how folks may want this new functionality more generalizable (e.g. browse index functionality - all entries vs. just browsing authorized entries, etc.). I'm also wondering whether the use of placeholder records will be creating more work later on (merging, overlaying, etc.) for the benefit of making the authority index browse more like a browse all entries index? George George Duimovich NRCan Library / Bibliothèque de RNCan -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Mary Llewellyn Sent: February 7, 2012 16:25 To: Evergreen Discussion Group Subject: [OPEN-ILS-GENERAL] Evergreen 2.2 and Authorities Hi all, Today I turned my attention to testing the new Authorities browse searching in Evergreen 2.2. I loaded some auth records through Vandelay and was able to search them in the browse search. But I'm uncertain about linking auth records to bibs; I see how to do it manually, but I'm hoping there's a way to have bibs link to auths as they are loaded, since it's not humanly possible to link manually link all the bibs with their respective auth records. Have I missed something, or is this still in development? What would be nice is if the 1XX, 6xx, 7xx, and 8xx headings in the bib record would create placeholder auth records for headings as the bibs are loaded, which could be replaced/overlaid later with a load of full auth records from a vendor such as Backstage Library Works. Otherwise, we'll have a lot of records not retrievable with those browse searches because their full auth records aren't in the system yet. We'd never be caught up. Thanks, Mary Mary Llewellyn Database Manager Bibliomation, Inc. Middlebury, CT mllew...@biblio.org
Re: [OPEN-ILS-GENERAL] using Evergreen and Summon
Hello Gordana, There are 'hooks' to do this - so you can adjust your method of dumping MARC for Summons to *exclude* records where deleted = 'true' - this flag is set in the biblio.record_entry table. How is Summons consuming your MARC records? I assume that Summons is using the more common approach of indexing time based dumps (daily, weekly, etc.) from the database, correct? Or are they crawling the catalogue using unapi? If if they're just indexing regular dumps, then you can set up (or customize) your script to generate a file with record id's from the database that excludes those bib id's where deleted = 'true'. This this file in turn can can be passed to the marc_export script for generating the dump that Summons will index. You can also extend this approach to pass Summons records that have recently been deleted and / or modified if you want to avoid Summons having to re-index the entire database every night. So it looks as if you'll have to do a minor adjustment to your process for extracting MARC records to use those flags (plus any others you'd like to add) to ensure Summons is just indexing what you want it to index. Hope that helps. george George Duimovich NRCan Library / Bibliothèque de RNCan From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Gordana Vitez Sent: January 9, 2012 11:53 To: Evergreen Discussion Group Subject: [OPEN-ILS-GENERAL] using Evergreen and Summon Happy New Year! Niagara College has been using Evergreen and Summon quite successfully since September 2010. However, we've experienced a bit of a problem with deleted records. I've been in touch with Andrew Nagy of Serials Solutions and he provided the following info: The reason why your deleted records are getting indexed is that the MARC mapping that we have defined for your collection does not delinitate between a good record and a deleted record. We need some way of knowing whether a record is real or deleted. Do you know if evergreen can do this? Can anyone tell me if Evergreen can do this? Thanks! Gordana Gordana Vitez Library Services Systems Coordinator NC Libraries and Learning Commons Niagara College 300 Woodlawn Rd Welland Ontario L3C 7L3 Phone: (905) 735 2211 ext 7404 Fax: (905) 736 6021 gvi...@niagaracollege.ca
Re: [OPEN-ILS-GENERAL] Converting full set of DB/TextWorks fields intoEvergreen
Hello Russell, Ah, DB/TextWorks -- nice thing about DBT (and similar special library toolboxes) is that they allow users to go beyond MARC and offer quick to develop, usuable interfaces for the Jack/Jane of all trades special librarian. The bad thing about DBT is that if you ever want to re-enter the legacy world of MARC21, you've got to re-map your way back into the sacred data chamber known as MARC21... Some koha folks seemed to have migrated from DBT to MARC here: http://kohakenya.wordpress.com/migration/ George NRCan Library -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Russell McOrmond Sent: October 31, 2011 09:32 To: open-ils-general@list.georgialibraries.org Subject: [OPEN-ILS-GENERAL] Converting full set of DB/TextWorks fields intoEvergreen I will soon be acquiring/authoring/etc a tool to convert all fields from a series of DB/TextWorks managed databases into Evergreen. Before I do that I am wondering if anyone else has already done something like this, and can share ideas on what was done. For each DB/TextWorks database field in each database I will be creating a mapping to an existing or custom Evergreen field. While I recognize that our set of fields will be unique, I suspect there are tools out there that provide good infrastructure for doing this type of thing. Thanks. -- System Administration and software developer, Canadiana.org http://www.canadiana.ca
Re: [OPEN-ILS-GENERAL] Workaround for EG's current lack of automaticsystem generation of authority records?
Sounds good - I know other systems have had this functionality. Big caveat, I think, is that any support for this functionality should come with a way of identifying system generated authority files distinct from the official ones. This would permit better reporting and additional automated actions against these records and/or for cataloguers to be able to better identify, review and then officialize them by changing the 'automated' flag after any updates/review. Our situation is that somewhere a long time ago (DRA / MultiLIS days??), our Unicorn-based records were in a system that had this feature alongside, I believe, an automated keyword generating feature. So we ended up with this HUGE authority list but the majority of them were questionable (generated from automated 650 keywords). I speculate that someone turned the feature on, and there wasn't any follow-up. So years later, we're left wondering if there's any good stuff in the authority records without LC control numbers, etc. but not having any apparent hook into easily determining which ones were cataloguer created vs. those created by the ILS's auto-authority making function. George George Duimovich NRCan Library / Bibliothèque de RNCan -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Yamil Suarez Sent: September 29, 2011 21:33 To: open-ils-general@list.georgialibraries.org Subject: [OPEN-ILS-GENERAL] Workaround for EG's current lack of automaticsystem generation of authority records? Hello, I was speaking with ESI and was told that EG currently does not automatically create system generated authority records, and I wondered what workarounds might be used out in the EG community? These type of authority records are also know as stub authority records. What I mean is that in some other ILS systems, when I import a new bib record the system will check if there are existing authorities records that matches the one listed in the bib record's authority controlled fields (author, subject,etc). If no match is found in the system, a new system generated authority record is created. For example, if I import a bib with an author, in the 100 field, that was not found in my system already. By the end of the import process, the bib would be imported and there would have been a stub authority record automatically created for that author. I know that right now I can just right-click in the EG MARC editor to create stub authority records by using the create immediately sub-menu in each bib. What concerns me is the several thousand bib records for electronic items for ebooks and streaming audio I need to import this year. Hopefully there are some workarounds out there. Also, I am interested in looking into finding partners to pay for developing this particular feature for EG 2.2 or later. Thanks in advance, Yamil
Re: [OPEN-ILS-GENERAL] community support policy for Evergreen releases?
There's going to be folks who can upgrade 'the day of release' and others with constraints that prevent those just-released upgrades from happening in a timely manner (e.g. larger consortia, academics with school term timing issues, etc.). So supporting older versions is important, but I'm for the view that we don't go too far back with that, given how important it is to keep the Evergreen train moving fast and development/support resources focussed. To make it easier and help manage the pace of upgrades, I'm always recommending to potential new users to look into negotiating vendor support agreements that come with X free upgrades - this has helped us critically from time to time. Also nice that Canadian / US holidays don't always match up, so convenient to pass the buck once in a while to help manage upgrades esp. during those lazy summer holidays. Also related to keeping up with the upgrades: 1) The patching and bug fixing seems to be fast - like lightning fast in most cases - and this seems to be getting better as there are more of us out there to test new releases, but a bit more QA somewhere in the chain could help reduce the number of minor dot (re)-releases, which in turn might reduce any upgrade fatigue for some users and/or helping better conserve upgrading resources for the major releases. 2) Re-integrating our customizations - continues to be a pain point. To be clear, this is a nice problem to have given that previous ILS didn't have this problem -- i.e. wouldn't let us customize. And there's been significant progress since we started on 1.4 (yah!), but I've often thought that our in-house upgrade checklist has a few too many little gotchas to review with each upgrade. With the experience we have now, it's no big deal but a bit annoying when other issues also come into play to burn into the upgrade process. It doesn't help that most IT units are being squeezed to do more with less, so important that we continue to make headway towards customization-happy upgrades (TT opac and other planned changes to help) and staff-client friendly auto-updates, etc. I'm not sure where the sweet spot lies with selecting time-based support periods (tough love approach) and/or more structured Long Term Support releases but I guess what we're trying to avoid here is the problem that plagues other ILS communities: namely, lots of end users running way out of date systems, then running into troubles with support and/or consuming limited resources on yesterday's problems (ultimately leading to more expensive upgrades down the road and a bad rap for rest of community). Finally, hosted options offer *some* libraries an extremely good option to resolve the keeping up-to-date problem, so I'd anticipate that long term support is not as critical as it may have in the past. George George Duimovich NRCan Library / Bibliothèque de RNCan -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Jason Etheridge Sent: September 23, 2011 15:33 To: Evergreen Discussion Group; Evergreen Development Discussion List Subject: [OPEN-ILS-GENERAL] community support policy for Evergreen releases? During the Community meeting in IRC today, I asked if we really want to push out 2.2 quickly, might we extend support for whatever version would be falling off the support truck? or is that a bad idea? According to the last policy we came up with, 1.6 would be deprecated as soon as 2.1 hits, and 2.0 will be deprecated as soon as 2.2 hits. There were musings about time-based support periods and Long Term Support releases, and it was decided we'd talk about such things on list. So. Discuss. :) -- Jason Etheridge | Equinox Software, Inc. / Your Library's Guide to Open Source | phone: 1-877-OPEN-ILS (673-6457) | email: ja...@esilibrary.com | web: http://www.esilibrary.com
Re: [OPEN-ILS-GENERAL] About Evergreen Staff Client download softwarefor Windows Vista
Hello Rita, We use the standard Windows client for any Evergreen Staff Client users with machines running Vista -- should work fine. George NRCan Library From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of rita@statcan.gc.ca Sent: June 14, 2011 16:38 To: open-ils-general@list.georgialibraries.org Subject: [OPEN-ILS-GENERAL] About Evergreen Staff Client download softwarefor Windows Vista Good afternoon, We would like to download the Evergreen Staff client for Windows Vista, from Evergreen download website: http://evergreen-ils.org/downloads.php http://evergreen-ils.org/downloads.php I can only see a section on Staff clients for Mac and Linux, I didn't find Staff clients for Windows Vista. The other area I saw was Download Client: Staff Client Installer [exe] (md5), do you think evergreen-setup-rel_2_0_6.exe is the Evergreen staff client for Windows Vista. Thanks, Rita Liu
Re: [OPEN-ILS-GENERAL] Can we catalog e-books in Evergreen??
Short answer is yes. Lots of the usual functionality and more. FWIW, also coming soon - for 2.1 I believe -- is additional functionality described here: http://goo.gl/n9zDj -- i.e. support for pre-loaded e-book reader content via new bibliographic linking functionality. Cheers, George NRCan Library From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Chris Maas Sent: June 6, 2011 13:47 To: open-ils-general@list.georgialibraries.org Subject: [OPEN-ILS-GENERAL] Can we catalog e-books in Evergreen?? One of our members here in Maine is wondering. Any thoughts? Chris Maas chr...@roadrunner.com
Re: [OPEN-ILS-GENERAL] Evergreen System MANY Questions
Hello Rob, You might also want to consider a hosted solution, as this option can help you get up and running pretty quickly and cost-effectively, especially if in-house IT support is challenging. A number of companies offer both Koha Evergreen ILS hosting - two shops that come to mind are: http://bywatersolutions.com http://esilibrary.com/ George George Duimovich NRCan Library -Original Message- From: open-ils-general-boun...@list.georgialibraries.org on behalf of Rob Kobus Sent: Thu 3/10/2011 7:55 PM To: open-ils-general@list.georgialibraries.org Subject: [OPEN-ILS-GENERAL] Evergreen System MANY Questions Hello, My name is Rob Kobus, I am the Artistic Director of Capital Carillon Inc., a non profit professional handbell ensemble here in Washington DC. Over the years, our Handbell Music Library has grown both due to us buying music and by two long time musicians who left us there library when they passed. At present our group has about 15-25,000 pieces of music in its library. Multiple copies and many just singles. In efforts to share our collections with who ever in the world wishes to research and use them, we have decided to set up a catalog, using proper MARC 21 to catalog everything. I began researching library software and found a very simple system called, Openbiblio, It is great, however one draw back is that we can not share it with the world as real libraries do, because of the software limitations. Only direct people to our website and the Opac. After much discussion with friends I have made at the LOC, I was directed to start a search for a system that would meet our needs and to be honest, fit our budget, which is non existent. I then found Evergreen! Knowing a little about Linux, php etc., I tried to install Evergreen but after many, many ties, I failed! I just do not have the knowledge to get it up and running. So, today, out of frustration, I did a little more research and found the name Chris Sharp of the Georgia Public Libraries. After sending a rather odd message to him asking if he would call, the phone rang and we started to talk. Thank you Chris, you have been much help! Chris suggested that I contact the mailing list to (1) let you guys know about this project and possible future resource, and (2) to connect with the people who may be able to get us started in the right direction. I feel that if we are going to take on this project, spend the time to catalog it, then we need a way to make it accessible to anyone through the Evergreen system. So I guess in short, I need help. Can anyone direct me to someone who can help us get on the right track and get this software installed? Any suggestions would be most helpful! Thank you for taking time to read this! Rob Rob Kobus Artistic Director Capital Carillon Inc. winmail.dat
Re: [OPEN-ILS-GENERAL] Why Evergreen?
There are a number of technical / architectural differences that could be highlighted but the relevance of these differences will of course depend upon your requirements. For one example, Evergreen's PostgreSQL's capapilities were of keen interest to us to better support GIS / geospatial type search requirements we have. So of course you'll want to tease out any technical requirements that are better served by one system over the other. Both since Koha Evergreen have so much to offer, I'd be reluctant to to generalize on some of these factors as one library's must have requirement is another's not applicable etc. But just as important for us was the community factor. At the time we jumped on board with an open source ILS, we had pre-existing relationships with virtually all existing early adoptors of Evergreen in Canada, but no relationships with any Koha libraries. So that helped us significantly, as these were folks we had engaged with on a variety of levels, but especially on Evergreen. So in a sense, we had a community already in place and had the confidence it would work for us when we finally decided to move to Evergreen. This is absolutely not to suggest that one community is better than the other, only that you may already have pre-existing networks that could help you succeed in moving in one direction over the other (as it did for us thanks to colleagues at Conifer, UPEI, BC Sitka). Evaluate, use and explore these synergies early on and your choice of Koha or Evergreen will pay off sooner. George Duimovich NRCan Library / Bibliothèque de RNCan Ottawa, Canada From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Buster Sent: March 1, 2011 09:22 To: open-ils-general@list.georgialibraries.org Subject: [OPEN-ILS-GENERAL] Why Evergreen? Hello, group. My system is currently evaluating both Koha and Evergreen as our open source alternatives. We are installing both on computers here in our library in order to test them out, visiting other libraries, reading this list as well as the one for Koha, and speaking to other librarians using one of these systems. It occurred to me that it might useful to know why other library system chose one system over the other. So, why did you choose Evergreen, and are you happy with your choice? Was it a difficult decision? You may write to me off-list if you are more comfortable with that. Thanks in advance, --Jim Maroon storypage at gmail.com http://gmail.com/ -- == The man, who, by his own and his family's labour, can provide a sufficiency of food and raiment and a comfortable dwelling place, is not a poor man. --William Cobbett, Cottage Economy, 1826.
Re: [OPEN-ILS-GENERAL] Evergreen comes to the UK
Congrats Nick. This is great news. Welcome aboard UK! Are you sending anybody from your team to EG 2011? George George Duimovich NRCan Library / Bibliothèque de RNCan Ottawa, Canada From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Nick Dimant Sent: February 22, 2011 11:59 To: open-ils-general@list.georgialibraries.org Subject: [OPEN-ILS-GENERAL] Evergreen comes to the UK I would like to introduce ourselves to the list. I am pleased to be able to say that we will be helping to implement Evergreen for a consortium of public libraries in Scotland. This is the first site in the UK to choose Evergreen so is quite a milestone for us. The consortium comprises 16 libraries at Stirling Council and 8 at East Dunbartonshire. Both systems are migrating from Horizon. We hope the consortium will grow as time goes by. More info at http://www.ptfs-europe.com/?p=988 Apart from providing the full range of implementation services we will be carrying out two software developments for them. One will be to do an integration with the Scottish National Entitlement Card. This is a single smartcard used throughout Scotland to access a whole range of services including bus travel, leisure centres and libraries. This card holds a variety of personal information. With regard to Evergreen this will involve developing the capability to read the patron's barcode off the card and if they do not already have a record in Evergreen it will extract their user details from the smartcard and create a user record on the Evergreen system. We will also be developing a stock rotation facility which might be of more general interest to the Evergreen community. This is where multiple collections of books move from library to library on a scheduled basis, staying for a set period of time at each library before being automatically moved on according to predefined rotas. This is all aimed at making the stock work harder and refresh the collections at all of the libraries on the rota. We have already had some great support from Equinox and are looking forward to working on this exciting project. Nick -- Nick Dimant Managing Director PTFS Europe Ltd mobile: +44 (0)7966 571704 skype: nick.dimant nick.dim...@ptfs-europe.com www.ptfs-europe.com
Re: [OPEN-ILS-GENERAL] FW: MassLNC development interests
Hello Kathy, Are you saying it could be similar to other things in Evergreen where targets set at the consortium level are available for use by all other org units, while those set by the individual library are only available at those libraries? I can see where that might be helpful too, but not a preference from our shop. So we have our current current listing of A-Z z3950 targets. And option 2 would be something like this, where targets can be grouped by area of specialization, etc. http://geoscan.ess.nrcan.gc.ca/evergreen/z3950.png Tech staff can then individually select within a group or at the group level (to capture all targets in that group). George -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Kathy Lussier Sent: February 22, 2011 13:34 To: 'Evergreen Discussion Group' Subject: Re: [OPEN-ILS-GENERAL] FW: MassLNC development interests Thanks for the feedback! It sounds like you are probably dealing with a large number of targets. I don't know if the MassLNC consortia will be utilizing that many targets, but I may be surprised once they go live. I was giving a lot of thought to your idea of allowing the targets to be selected at group (like library selector) or arbitrary individual level. Are you saying it could be similar to other things in Evergreen where targets set at the consortium level are available for use by all other org units, while those set by the individual library are only available at those libraries? I could see where that would be useful in some consortium and would add flexibility to the system. As I was thinking it through, though, I realized MassLNC is looking for something that almost does the opposite - most targets set up for the consortium would be available for use just by staff working at the consortium, whereas the individual libraries would have a much more limited set of targets. Part of the reason we are considering this functionality is to address some concerns with quality control. The consortia participating in the MassLNC project have been doing centralized cataloging for a number of years, and, for the most part, consortia staff are the only ones importing bibliographic records into their systems. When we looked at the Z39.50 import, we saw an opportunity for opening up this ability to library staff, possibly saving some time in their workflow. However, the consortia that are interested in allowing library staff to import records would probably feel more comfortable doing so if they only had access to a limited set of targets. Thanks George! Kathy - Kathy Lussier Project Coordinator Massachusetts Library Network Cooperative (508) 756-0172 (508) 755-3721 (fax) kluss...@masslnc.org IM: kmlussier (AOL Yahoo) Twitter: http://www.twitter.com/kmlussier -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Duimovich, George Sent: Friday, February 18, 2011 2:27 PM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] FW: MassLNC development interests Thanks to MassLNC for posting this. Regarding Enhancements to Z39.50 import, I always thought it might be useful to provide option to group Z39.50 targets by heading/category, streamlining the listing of large numbers of targets and allowing the targets to be selected at group (like library selector) or arbitrary individual level. Use case: large consortia or single systems with large numbers of targets. George George Duimovich NRCan Library / Bibliothèque de RNCan -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Kathy Lussier Sent: February 18, 2011 13:12 To: 'Evergreen Discussion Group' Subject: [OPEN-ILS-GENERAL] FW: MassLNC development interests My apologies! The URL I sent out had a typo - the corrected URL is below: http://masslnc.cwmars.org/node/2273 Kathy - Kathy Lussier Project Coordinator Massachusetts Library Network Cooperative (508) 756-0172 (508) 755-3721 (fax) kluss...@masslnc.org IM: kmlussier (AOL Yahoo) Twitter: http://www.twitter.com/kmlussier -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Kathy Lussier Sent: Friday, February 18, 2011 12:42 PM To: 'Evergreen Discussion Group' Subject: [OPEN-ILS-GENERAL] MassLNC development interests Hi all, The Massachusetts Library Network Cooperative is interested in sponsoring more enhancements for Evergreen and would like to share some of our ideas
Re: [OPEN-ILS-GENERAL] FW: MassLNC development interests
Thanks to MassLNC for posting this. Regarding Enhancements to Z39.50 import, I always thought it might be useful to provide option to group Z39.50 targets by heading/category, streamlining the listing of large numbers of targets and allowing the targets to be selected at group (like library selector) or arbitrary individual level. Use case: large consortia or single systems with large numbers of targets. George George Duimovich NRCan Library / Bibliothèque de RNCan -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Kathy Lussier Sent: February 18, 2011 13:12 To: 'Evergreen Discussion Group' Subject: [OPEN-ILS-GENERAL] FW: MassLNC development interests My apologies! The URL I sent out had a typo - the corrected URL is below: http://masslnc.cwmars.org/node/2273 Kathy - Kathy Lussier Project Coordinator Massachusetts Library Network Cooperative (508) 756-0172 (508) 755-3721 (fax) kluss...@masslnc.org IM: kmlussier (AOL Yahoo) Twitter: http://www.twitter.com/kmlussier -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Kathy Lussier Sent: Friday, February 18, 2011 12:42 PM To: 'Evergreen Discussion Group' Subject: [OPEN-ILS-GENERAL] MassLNC development interests Hi all, The Massachusetts Library Network Cooperative is interested in sponsoring more enhancements for Evergreen and would like to share some of our ideas with the community. We're interested in hearing whether others would be interested in seeing these enhancements in Evergreen, if there are suggestions for improving upon our initial requirements, or if there is any overlap with a current development project. The ideas for our next round of development include some support for SMS, the ability to print spine labels on 8 1/2 x 11 sheets, enhancements to book bags, and the ability to access recent searches in the catalog. You can view our full list of possible enhancements with more detailed requirements at http://masslnc.cwmars.eorg/node/2273. We look forward to any feedback you may have! Kathy Lussier - Kathy Lussier Project Coordinator Massachusetts Library Network Cooperative (508) 756-0172 (508) 755-3721 (fax) kluss...@masslnc.org IM: kmlussier (AOL Yahoo) Twitter: http://www.twitter.com/kmlussier
Re: [OPEN-ILS-GENERAL] Floating collections
Well, I actually had to double check the meaning of the phrase, since it's not used in our library context and I was curious.. So I can't actually help you there, but for others like me, I found this quick ppt useful - now obvious of course. http://www.cla.ca/conference/2008/presentation/Quigley-CLA%20presentation%20on%20floating%20collections%202008.ppt Great idea. George NRCan Library -Original Message- From: open-ils-general-boun...@list.georgialibraries.org on behalf of Deborah Lipoma Sent: Tue 11/23/2010 6:00 PM To: open-ils-general@list.georgialibraries.org Subject: [OPEN-ILS-GENERAL] Floating collections Are there any libraries considering floating collections using Evergreen? Is there any development going on? Santa Cruz PL is interested in getting in touch with others who might be moving to a floating collection. -- Deborah Lipoma Librarian, Library IT Santa Cruz Public Libraries 224 Church St. Santa Cruz, CA 95060 831-427-7707 ext. 7755 lipo...@santacruzpl.org winmail.dat
Re: [OPEN-ILS-GENERAL] S-A-TUR-DAY Night! (ALA MidWinter / San Diego)
took me a few seconds to figure out that subject line reference, then got it! fun -- http://www.youtube.com/watch?v=dBn2ux5vRHk george -Original Message- From: open-ils-general-boun...@list.georgialibraries.org on behalf of Amy Terlaga Sent: Tue 11/9/2010 5:00 PM To: open-ils-general@list.georgialibraries.org Subject: [OPEN-ILS-GENERAL] S-A-TUR-DAY Night! (ALA MidWinter / San Diego) Hi all- I'm testing the waters here to see if we would have a critical mass of Evergreen-ers at ALA MidWinter who would be interested in getting together for some cocktails and conversation. So. I am proposing an unofficial Evergreen gathering on Saturday evening, January 8th, from 5pm-7:30pm. The place: Dussini Loft Bar http://www.dussini.com/ Reviews for Dussini: http://www.yelp.com/biz/dussinis-loft-bar-san-diego#query:quiet%20restaurant %20bar Address: 275 5th Ave (between K St L St) San Diego, CA 92101 Neighborhoods: Gaslamp, East Village If you are interested, please RSVP to me at terl...@biblio.org. If I get enough of a response, I'll confirm on the list that this is a GO-GO! Party on ... Amy === Amy Terlaga Assistant Director, User Services Bibliomation 32 Crest Road Middlebury, CT 06762 (203)577-4070 x101 http://www.biblio.org Bibliomation's Open Source blog: http://biblio-os.blogspot.com/ Join us on Facebook: http://www.facebook.com/group.php?gid=171935276419 winmail.dat
Re: [OPEN-ILS-GENERAL] Circulation and cataloguing questions
Thanks for raising this question - I've also been asked to look into this as a number of our branches have long term loan policies for staff clients. As some of the items are on really long term loan (multiple renewals), they haven't been showing up in the pull list because the items haven't been checked in. It would be nice if the pull list had an optional feature (say, something like include holds for potential recalls) so that you could see all holds and then optionally target some still on loan for recall. This probably won't be useful for those libraries with strict circulation rules, but for those like ours where we have lots of items on extended loans, it would be good to have. So potential recalls might be those items on loan that have been renewed more than so many times, or are on some kind of extended loan. And thanks to Deanna for pointing out the docuwiki link..Timely link as I was going to look at the SQL approach next week. George George Duimovich NRCan Library / Bibliothèque de RNCan From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Smelts, Dorryce (CHT) Sent: November 4, 2010 17:20 To: 'open-ils-general@list.georgialibraries.org' Subject: [OPEN-ILS-GENERAL] Circulation and cataloguing questions Hello all, We're new to Evergreen 1.6 and I wondered if there is a way to easily view holds in (ie, items in the catalogue that patrons have placed requests for ) for which items are not yet checked in, ie, unfulfilled holds. I understand the hold is triggered when the requested item is checked back in, and naturally we can print out a pull list for the items requested that are on the shelf, but it's the unfulfilled holds that have us stumped. One of the purposes we use this for is to purchase additional copies if the item is in high demand. (typically we only purchase 1 copy and wait and see) The other question relates to editing a batch of records in Cataloguing. I find that I have to re-execute a search after completing edits on a record and saving. Normally, I would expect after saving a record, I would be returned to the original results list. Am I missing something in the navigation? Thanks for your help, Regards, Dorryce Smelts Dorryce Smelts Head, Government Publications and Library Systems Manitoba Legislative Library Manitoba Culture, Heritage and Tourism Room 100 - 200 Vaughan Street Winnipeg, MB R3C 1T5 dorryce.sme...@gov.mb.ca mailto:dorryce.sme...@gov.mb.ca 204-945-1069 (tel) 204-948-1312 (fax)
Re: [OPEN-ILS-GENERAL] Recalls (was Re: Circulation and cataloguingquestions)
Whoa! I think we could use this. Very interesting and thanks for that update Dan! -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Dan Scott Sent: November 5, 2010 15:23 To: Evergreen Discussion Group Subject: [OPEN-ILS-GENERAL] Recalls (was Re: Circulation and cataloguingquestions) On Fri, Nov 05, 2010 at 08:30:41AM -0400, Duimovich, George wrote: Thanks for raising this question - I've also been asked to look into this as a number of our branches have long term loan policies for staff clients. As some of the items are on really long term loan (multiple renewals), they haven't been showing up in the pull list because the items haven't been checked in. It would be nice if the pull list had an optional feature (say, something like include holds for potential recalls) so that you could see all holds and then optionally target some still on loan for recall. This probably won't be useful for those libraries with strict circulation rules, but for those like ours where we have lots of items on extended loans, it would be good to have. So potential recalls might be those items on loan that have been renewed more than so many times, or are on some kind of extended loan. On the subject of recalls... I just spent two days with Art Rhyno, Robin Isard, and Rick Scott working on automated recalls for scenarios like this, based on the requirements raised and agreed upon by the circulation staff at the University of Windsor, Algoma University, and Laurentian University. I committed the results of our efforts today into Evergreen trunk as http://svn.open-ils.org/trac/ILS/changeset/18630 - in a nutshell, the result is that if a library sets a few configuration settings, then the act of placing a hold (by any patron) on a title that has copies out for extended loan will pick one of those copies and automatically shorten the loan period and notify the person who currently has that item that they now have an earlier return date. It also sets the remaining renewals to 0 and optionally applies a different set of fine rules. If there are any items available for targeting, this code is not invoked. If the pertinent settings are unset, this code will not be invoked. But once the settings are in place, any user can invoke the recall simply by placing a hold - assuming that the loan period for the desired item is greater than the recall threshold interval. This is only in trunk, not in 2.0, as there are undoubtedly still a few bugs to work out, but the commit message provides more details on how this operates: Initial support for recall of items triggered by placing a hold In academic libraries, it is common for groups like faculty and graduate students to have extended loan periods (for example, 120 days), while others have more common loan periods such as 3 weeks. In these environments, it is desirable to have a hold placed on an item that has been loaned out for an extended period to trigger a recall: truncating the loan period, setting available renewals to 0, optionally changing the fines associated with overdues for the new due date, and notifying the current patron of the recall. New actor.org_unit_setting entries and hold targeting logic enable libraries to control whether a hold will trigger a recall of a circulating item as follows: * Recalls: Circulation duration that triggers a recall (recall threshold) is specified as an interval (for example, 21 days); any items with a loan duration of less that this interval will not be considered for a recall * Recalls: Truncated loan period (return interval) is specified as an interval (for example, 7 days), such that the user who currently has the item checked out will get the greater of either the recall threshold, or the return interval. * Recalls: An array of fine amount, fine interval, and maximum fine is an optional setting that applied the new fine rules to the current circulation period. When a hold is placed and no available copies are found by the hold targeter, the recall logic checks to see if the recall threshold and return interval settings are set; if so, then the hold targeter checks the currently checked-out copies to determine if any of the currently circulating items at the designated pickup library have a loan duration longer than the recall threshold. If so, then the eligible item with the nearest due date will be recalled.
Re: [OPEN-ILS-GENERAL] Copy marc record
Good question -- I don't think so in 1.6 series but one quick way to accomplish the same is to do a Z39.50 search against your own local catalog, use the editor to make the sufficient changes, then import the record. Not as quick as a duplicate this record functionality, but with a few extra steps you can accomplish the same thing pretty quickly... George George Duimovich NRCan Library / Bibliothèque de RNCan From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of James Wagner Sent: November 4, 2010 13:27 To: open-ils-general@list.georgialibraries.org Subject: [OPEN-ILS-GENERAL] Copy marc record In Evergreen, is it possible to take an existing marc record, copy it, and modify it, to become a new marc record for a slightly different item? I have a feeling that this is not possible, because I don't see any reference to it in any of the documentation I've read. James Wagner Technical Services Co-ordinator Lincoln Public Library Vineland ON 905-562-5711 wag...@lincoln.library.on.ca
Re: [OPEN-ILS-GENERAL] Problem with Cataloger Permissions
Hello Dimitri, One other thing to pursue: I believe I also saw that error when we set up a new user, confirmed permissions for VIEW_ORG_SETTINGS, **but** then tried to test the new password from a staff client workstation different from that used by the new user. And that different workstation belonged to a staff person with different Org Unit settings/ permissions. I think this happened to me even logged in as the admin user. I would test the new password with Admin Operation Change: new but I would still get that error. Same with a colleague who set up a staff account recently (his working location unit didn't match that of the new user). But when new user logged in at his workstation (after we explicitly set working location), he had no problem. I didn't try it, but I would then expect my error to disappear if I reset my org unit to match that of the new user when testing with Operator Change: new. Otherwise, not sure what else to try. George NRCan Library From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Dimitri Gogelia Sent: September 28, 2010 03:47 To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Problem with Cataloger Permissions Hi George! Thank you for your answer! I'm doing everything as you described, but unfortunately no change. What can be explained to this strange behavior? with best regards, Dimitri Gogelia CTO On Mon, Sep 27, 2010 at 18:50, Duimovich, George george.duimov...@nrcan-rncan.gc.ca wrote: For us, this error usually comes down to setting the Org_Level unit permissions for that individual user. Retrieve Patron / User Other User Permission Editor then make sure the appropriate Working Location(s) is checked off. While you are in that screen, you can double check that the group permissions for that particular user defaults to include VIEW_ORG_SETTINGS as checked for the right Org Unit level. I don't know for certain if this has changed from previous versions of EG, but for some reason I thought that the permissions behaviour used to function differently for us in 1.4 (?); namely, the Working Location may have already been checked off in the User Permission Editor according to your default Home Library in the Patron Editor's Contact Info tab (then you wouldn't get this error for newly registered staff). Then in the 1.6 series, one had to explicity set the Working Location in the User Permission Editor. But my recollection may be incorrect, and perhaps it's better to explicitly set these permissions for security reasons, etc. george From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Dimitri Gogelia Sent: September 27, 2010 09:22 To: Evergreen Discussion Group Subject: [OPEN-ILS-GENERAL] Problem with Cataloger Permissions Hi All, We have Evergreen 1.6.0.1 and there is some strange error. I'm trying to create new user with cataloger's permissions. After that I'm trying to access Evergreen with Staff Client, but getting error: Permission Denied: VIEW_ORG_SETTINGS (See screenshot) There is another error windows also: If you encounter this alert, please inform your IT/ILS helpdesk staff or your friendly Evergreen developers. Mon Sep 27 2010 17:19:07 GMT+0400 (Azerbaijan Standard Time) The action involved likely failed due to insufficient permissions. However, this part of the software needs to be updated to better understand permission messages from the server, so please let us know about it. PERM_FAILURE Permission Denied I added this permission in permissions group for catalogers, but without any effect. Please help me. with best regards, Dimitri Gogelia CTO
Re: [OPEN-ILS-GENERAL] Problem with Cataloger Permissions
For us, this error usually comes down to setting the Org_Level unit permissions for that individual user. Retrieve Patron / User Other User Permission Editor then make sure the appropriate Working Location(s) is checked off. While you are in that screen, you can double check that the group permissions for that particular user defaults to include VIEW_ORG_SETTINGS as checked for the right Org Unit level. I don't know for certain if this has changed from previous versions of EG, but for some reason I thought that the permissions behaviour used to function differently for us in 1.4 (?); namely, the Working Location may have already been checked off in the User Permission Editor according to your default Home Library in the Patron Editor's Contact Info tab (then you wouldn't get this error for newly registered staff). Then in the 1.6 series, one had to explicity set the Working Location in the User Permission Editor. But my recollection may be incorrect, and perhaps it's better to explicitly set these permissions for security reasons, etc. george From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Dimitri Gogelia Sent: September 27, 2010 09:22 To: Evergreen Discussion Group Subject: [OPEN-ILS-GENERAL] Problem with Cataloger Permissions Hi All, We have Evergreen 1.6.0.1 and there is some strange error. I'm trying to create new user with cataloger's permissions. After that I'm trying to access Evergreen with Staff Client, but getting error: Permission Denied: VIEW_ORG_SETTINGS (See screenshot) There is another error windows also: If you encounter this alert, please inform your IT/ILS helpdesk staff or your friendly Evergreen developers. Mon Sep 27 2010 17:19:07 GMT+0400 (Azerbaijan Standard Time) The action involved likely failed due to insufficient permissions. However, this part of the software needs to be updated to better understand permission messages from the server, so please let us know about it. PERM_FAILURE Permission Denied I added this permission in permissions group for catalogers, but without any effect. Please help me. with best regards, Dimitri Gogelia CTO
[OPEN-ILS-GENERAL] RDA + Evergreen ILS
A couple of vendors have made promo announcements about ILS intiatives on RDA recently. Nothing too substantive IMHO, but potentially creating some confusion and/or need for reassurance from folks looking at the Evergreen community as well. So I thought I put some notes down following some queries I've had from a couple of colleagues recently about how Evergreen is going to handle RDA? Not speaking for anybody else, but some points to I'd make about RDA + Evergreen ILS include: Caveats: - Many large library networks and systems have yet to decide on their commitment to RDA; also, in Karen Coyle's New Directions in Metadata [http://tinyurl.com/ybc9r8j] she alludes to reports that all vendors were experiencing a dearth of interest (as yet) in RDA requirements. - There's still plenty of time for requirements to change and vendors communities to respond since the test sites won't finish evaluating RDA until the spring of 2011 (9 months for training, using and then assessing RDA). Once test sites are completed, who knows how much additional time is required to mull over the results, make any necessary changes, consult library partners and then see whether any 'lead implementers' create a groundswell of interest and movement towards RDA in our local shops. Functionality: - I'm not the RDA expert, but it appears that most of the changes apply to cataloguing and data entry practices, not requiring system changes per se. Some of them can be adopted immediately (e.g. like my personal favourite: transcribing all authors, regardless of number etc.) and current Evergreen functionality appears significantly RDA-ready in this context. - I've read that that any MARC changes for RDA won't be very disruptive: furthermore, both Evergreen (and other ILS's) can and do incorporate MARC changes regularly. I'd be curious to hear from anybody familiar with RDA with any thoughts on what might actually be expected to be disruptive from the system side of things etc.? - Evergreen's metarecord capability is similar but not the same as FRBR work sets, but demonstrates Evergreen's ability to introduce FRBR-like principles well in advance of other ILS systems. Independent of the future direction of Evergreen's metarecord capability, you actually DO have the ability to customize, develop or improve upon your own systems MARC to FRBR mapping and other RDA implementation concerns. And Evergreen's API services offer up a kind of future-proof warranty unlike any other on the market IMHO. So your library's investment in any new functionality can be put to work pretty quickly with a diverse group of developers and vendors to support any RDA concerns. - Some Evergreen libraries have already identified RDA as an official requirements area, e.g. see KCLS Requirement 1701 http://tinyurl.com/27s3mfh so community wise, the interest and commitment seems to be there to respond when and if RDA figures more prominently. Personally, I still see a bit of gridlock in the general library community on RDA so we'll see how things progress with those directly involved in testing evaluation. But from my surface reading of RDA, I'm feeling pretty good that any necessary changes for RDA can be made pretty responsively by the EG community when / if adoption takes hold. George Duimovich NRCan Library / Bibliothèque de RNCan
Re: [OPEN-ILS-GENERAL] What are EG consortia doing with status displaysin PAC?
Hello Melissa, We're formerly a consortia now working as multi-branch library, but one thing we're doing differently is not displaying a column for every copy status. Instead, we output a single copy status column, with the one or more copy status values (which is usually 2 or less) for that bib record in a single cell. We're very tight on available 'real estate' so this format works better for us, especially since we haven't yet fully removed some of the redundancy in our copy statuses. eg. http://catalogue.nrcan.gc.ca/opac/en-CA/skin/nrcan-rncan/xml/rdetail.xml?r=8070295 Regards, George Duimovich NRCan Library -Original Message- From: open-ils-general-boun...@list.georgialibraries.org on behalf of Melissa Lowenberg Sent: Tue 10/08/2010 3:30 PM To: open-ils-general@list.georgialibraries.org Subject: [OPEN-ILS-GENERAL] What are EG consortia doing with status displaysin PAC? Hi Evergreeners, As a Sitka library, I'm curious what other consortia are doing in regard to displaying status in the pac. I am referring to the copy information that is displayed such as: available, checked out, in process, in transit, reshelving, missing, on holds shelf, on order, mending etc. Currently, we display 9 of the 19 available. I'm interested in hearing what other Evergreen consortia are doing. For example, did all of your libraries agree to a specific list to be displayed? Has your consortia or IT done something else that is really innovative? We have both public and academic libraries in our consortia, small libraries and multi-site so everyone has slightly different needs and uses of the available status terms. Thank you very much for your sharing your ideas, Melissa -- Melissa Lowenberg, Supervisor of Support Services TNRD Library System #300-465 Victoria Street Kamloops, BC V2C 2A9 Tel. 250-374-8866 Fax 250-374-8355 Please consider the environment before printing this email. winmail.dat
Re: [OPEN-ILS-GENERAL] two quick questions about biblio.record_entry
For the first question, yes (see attached screen shot to see some of the linkages that the record id has to other tables). In regards to active = false - I believe if the record is deleted, the active flag gets set to 'false' - some copy related info is still retained in the database (but also marked in the relevant table with active = false). This allows one to undelete a record later on. George From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Jesse Ephraim Sent: May 11, 2010 16:05 To: Evergreen Discussion Group Subject: [OPEN-ILS-GENERAL] two quick questions about biblio.record_entry Two quick questions: Is biblio.record_entry.id the unique number for a bib record? I assume it is, but wanted to double-check. Does a no in biblio.record_entry.active mean that there is no item attached to the bib record? Thanks! Jesse Ephraim Director, Roanoke Public Library 308 S. Walnut Roanoke, Texas 76262 (817) 491-2691 jephr...@roanoketexas.com attachment: biblio.record_entry.id.png
Re: [OPEN-ILS-GENERAL] Drupal vs. Joomla
Hello Hillary, Most of the high profile projects I follow are Drupal based (XC Catalog, SOPAC 2.0, Islandora etc.) and everybody I know who is running Evergreen and who is using (or considering using) one of those two systems has selected Drupal. I do know for sure there are at least 5+ Evergreen libraries that also use Drupal, so personally I'd see more happening with Evergreen + Drupal. George George Duimovich NRCan Library / Bibliothèque de RNCan -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Hilary Caws-Elwitt Sent: May 10, 2010 16:39 To: Evergreen Discussion Group Subject: [OPEN-ILS-GENERAL] Drupal vs. Joomla Hi all, We're one of the Pennsylvania public libraries that are transitioning from III Millennium to Evergreen within the next year. Our website is built on Joomla, which I'm happy with and have been using forever (since it was Mambo!). But I've put off for far too long migrating to J 1.5. Is it worth considering biting the bullet and migrating to Drupal instead? It would be a lot of work, but it seems like the Evergreen community, as well as the library world in general, sees Drupal as the CMS of choice. I saw the Drupal module which authenticates against Evergreen, which could be incredibly useful. Opinions/advice? Thanks in advance! -- -- Hilary Caws-Elwitt, Systems Public Services Librarian Community Information Network Administrator/Programmer Susquehanna County Library, 2 Monument Sq, Montrose PA 18801 Phone 570-278-1881 -- Fax 570-278-9336 i...@susqcolibrary.org -- http://www.susqcolibrary.org i...@susquehannacin.net -- http://www.susquehannaCIN.net
Re: [OPEN-ILS-GENERAL] ***SPAM*** integration with Banner, DataTel or PeopleSoft
Hello Lori, We'll be doing something similar to Mohawk College with regards to interacting with our Peoplesoft system and find Evergreen offers us significantly more success than with our previous systems (III Unicorn) for this type of integration. Our experience so far is EG is very transparent and open to integration better than any previous ILS we've maintained (Unicorn / Millennium). As the community grows, we can anticipate that the various integration experiences will be shared, often with working code to help you get that integration going faster and more cost effectively than with other systems. Furthermore, no funny extras to purchase. [1] The Peoplesoft interaction will give us a much more complete patron database and set us up for the next step which would be to have 'single sign on' for Evergreen vs. local network login via LDAP authentication. In regards to their concerns about integration with other systems, I hope they have similar concerns about non-open source options too, since many of us have moved to open source specificially because of the non-availabilty or only wonky options for system integration with the proprietary systems. George George Duimovich NRCan Library / Bibliothèque de RNCan [1] To cite two examples from from proprietary vendor X, they sell a Backup API and a Patron API add-on products to allow enterprise backup and student directory integration respectively. I'm all for paying for innovation, but both of these products fall into the suckers category IMHO. It's kind of like buying a car, but then having to buy the drive to work package to permit you to pull out of your driveway, or the car door installation package for those basic safety feature enhancements. These products should make people's blood boil because of their basic engineering: we won't give you the minimal documentation or the 1 to 5 lines of code required to interact with our system, so we create this helpful product just for you to do this very, very, very challenging task, etc. From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Lori Bowen Ayre Sent: April 14, 2010 12:40 To: Evergreen Discussion Group; Koha list Subject: [OPEN-ILS-GENERAL] ***SPAM*** integration with Banner,DataTel or PeopleSoft I'm doing a presentation for community college library directors tomorrow about open source library system software and I recall that the last time I spoke to this group, they were concerned about whether Koha or Evergreen intregrated with the following systems: 1. Banner 2. DataTel 3. PeopleSoft Does anyone have any experience with any of these? If you are in a community college setting running either Koha or Evergreen today, I'd love to know about you! Lori Ayre
Re: [OPEN-ILS-GENERAL] Innovative Systems Reading History
We didn't activate it here, but I'm pretty sure that it is not in the Oracle tables for those who have that option and definitely not via data exchange function. And if it wasn't in Oracle, it won't be easily accessible anyplace else. III uses MySQL for some parts of its data storage, but you're not supposed to have access to the secret MySQL tables. I'm told that some of this stuff like reading history, etc. is likely to be in the MySQL tables, and that some sys admins are known to look at the overnight dumps/rebuilds that takes place with the MySQL tables. So apparently you can check /iiidb/mysql/dumps and see if something corresponds to what you're looking for. :) George George Duimovich NRCan Library / Bibliothèque de RNCan From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Tim Spindler Sent: March 3, 2010 15:17 To: open-ils-general@list.georgialibraries.org Subject: [OPEN-ILS-GENERAL] Innovative Systems Reading History I was wondering if anyone who has migrated from an innovative system to evergreen has tried to move reading history? I know evergreen does not currently have this feature but even if it were dumped in some customized field to preserve it might be helpful. We have been told by many of our libraries that patrons would really miss this feature but would really want it to carry their list over from the old system. Also, given Innovative's design, we are not sure we could get it out of the system but any suggestions would be appreciated. Tim Spindler Manager of Library Applications tspind...@cwmars.org mailto:tspind...@cwmars.org 508-755-3323 x20 IM: tjspindler (AOL, meebo, google wave) C/W MARS, Inc. 67 Millbrook St, Suite 201 Worcester, MA 01606 http://www.cwmars.org
Re: [OPEN-ILS-GENERAL] New Evergreen released -- Version 1.6.0.2
Hello Mike, Will the Staff Clients need to be upgraded to 1.6.0.2 version to be compatible with an 1.6.0.2 server upgrade, or can we continue to use 1.6.0.0 clients post upgrade for a while. Helpful for us to know in advance since we'd have to coordinate deployments of staff client upgrades with certain of our branch locations. Thx, George George Duimovich NRCan Library / Bibliothèque de RNCan -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Mike Rylander Sent: February 18, 2010 17:08 To: Evergreen Development Discussion List; Evergreen Discussion Group Subject: [OPEN-ILS-GENERAL] New Evergreen released -- Version 1.6.0.2 The Evergreen development team is pleased to announce the immediate availability of Evergreen 1.6.0.2 from http://evergreen-ils.org/downloads (including the Windows staff client). Evergreen 1.6.0.2 is both a bug-fix and minor feature enhancement release: see http://evergreen-ils.org/dokuwiki/doku.php?id=feature_list_1_6_0 for an overview of the changes since 1.6.0.1. This release continues the momentum of increased community contributions of bug reports, fixes, and translations. We invite you to try this releases, our best yet! And if you happen to find any bugs, please report them to https://bugs.launchpad.net/evergreen or to the Evergreen Development Discussion list. -- Mike Rylander | VP, Research and Design | Equinox Software, Inc. / The Evergreen Experts | phone: 1-877-OPEN-ILS (673-6457) | email: mi...@esilibrary.com | web: http://www.esilibrary.com
Re: [OPEN-ILS-GENERAL] congrats Natural Resources Canada
Thanks Tara! Yes, we are now 100% Evergreen ILS, having migrated from both Unicorn and more recently Millennium in the context of our department's library amalgamation (we used to be a consortium of 3 library networks serving different sectors, but now operate as single business unit). Our contributions to the French language edition (working with Dan Scott) should pick up later on for the new content strings (e.g. Acquistions module, etc.) as the migration itself was a bit of a handful especially going from Millennium. But it feels good not to be working all those late hours! Next on deck: our Drupal launch this Spring, so I'd be interested in hearing from anybody working on Drupal + Evergreen integration. More updates from NRCan in one of the upcoming EG newsletters. Thanks to all for making this community rumble!! George Duimovich NRCan Library / Bibliothèque de RNCan http://catalogue.nrcan.gc.ca/ From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Tara Robertson Sent: January 26, 2010 00:28 To: Evergreen Discussion Group Subject: [OPEN-ILS-GENERAL] congrats Natural Resources Canada I didn't see an announcement on this list, but stumbled across this on the page of Evergreen libraries (http://open-ils.org/dokuwiki/doku.php?id=evergreen_libraries) Natural Resources Canada Library migrated their locations across Canada in two phases. Nine of their 13 libraries migrated to Evergreen as of June 8, 2009, and the rest went live on January 15th, 2010. Awesome! Congratulations! I can only partially imagine how much work it would've been to migrate from two different systems, in two official languages, across 5? (5.5?) time zones, for a government department that was also overhauling their cataloging processes. tara
Re: [OPEN-ILS-GENERAL] congrats Natural Resources Canada
Hello Tara, I can't comment in any detail about other department interest (I'm liable to put foot in mouth), but let's just say that there's some interest, and I'm willing to bet that at least one other shop comes on board with either a silo or shared EG implementation within 2 years or sooner. IMHO, the big challenges in the federal system relates to the relative sense of disempowerment that many libraries seem to have vis a vis their technology decision-making, as well as the relative lack of support offered to those who see business justification for using open source. Add to that the usual faulty pre-suppositions about risk and other fear factors PLUS a challenging procurement environment, and you have lots of gridlock and/or 'default' commitment to the existing ILS in use. [1] We have some unique circumstances here at NRCan that have helped us along more than other shops, but I am feeling pretty confident that much is and will be changing in how GC.CA uses open source. I think that there's a cultural shift in the works, but also think that all of the social and collaborative software that has been implemented across departments in the last few years has got to have changed some minds (hey, free software works!). The proliferation of wiki's blogs and the like are all on OSS platforms, Drupal is taking off in several *big* departments (including DND and here at NRCan) and we have our social platform for all Federal government employees ( GCConnex) now running running on open source Elgg - http://elgg.org/. [see also 2] There's even some very interesting - but still nascent -- moves toward government-wide computing platform infrastructure and cross department collaboration projects being implemented. And open source figures prominently in every one that I'm aware of (e.g. GCConnex, GCpedia, IRCan.gc.ca, etc.). But still a long way to go IMHO... Cheers, George -- [1] FYI - there are 4 departments with *active* ILS RFPs nearing completion. IMHO, open source ILS will not figure into any of those shops selection for reasons I won't get into here. [2] eg. http://www.tbs-sct.gc.ca/fap-paf/oss-ll/position-eng.asp http://arstechnica.com/open-source/news/2009/02/canadian-government-eyes-open-sources-asks-for-feedback.ars http://www.michaelgeist.ca/content/view/3659/196/ From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Tara Robertson Sent: January 26, 2010 12:50 To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] congrats Natural Resources Canada Hi George, Any rumblings in other federal government department libraries about what you've done? Are folks supportive, do they still think you're nuts? Having all the federal departmental libraries on the same ILS would make it much easier to move things around when the departments are rejigged. Not only would it be cheaper (and therefore better stewardship of taxpayer money) it would be much more practical, easier (and cheaper) for library staff to make the libraries reflect the new department boundaries. Good luck with the Drupal stuff too! Tara On Tue, Jan 26, 2010 at 6:02 AM, Duimovich, George george.duimov...@nrcan-rncan.gc.ca wrote: Thanks Tara! Yes, we are now 100% Evergreen ILS, having migrated from both Unicorn and more recently Millennium in the context of our department's library amalgamation (we used to be a consortium of 3 library networks serving different sectors, but now operate as single business unit). Our contributions to the French language edition (working with Dan Scott) should pick up later on for the new content strings (e.g. Acquistions module, etc.) as the migration itself was a bit of a handful especially going from Millennium. But it feels good not to be working all those late hours! Next on deck: our Drupal launch this Spring, so I'd be interested in hearing from anybody working on Drupal + Evergreen integration. More updates from NRCan in one of the upcoming EG newsletters. Thanks to all for making this community rumble!! George Duimovich NRCan Library / Bibliothèque de RNCan http://catalogue.nrcan.gc.ca/ From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Tara Robertson Sent: January 26, 2010 00:28 To: Evergreen Discussion Group Subject: [OPEN-ILS-GENERAL] congrats Natural Resources Canada I didn't see an announcement on this list, but stumbled across this on the page of Evergreen libraries (http://open-ils.org/dokuwiki/doku.php?id=evergreen_libraries) Natural
Re: [OPEN-ILS-GENERAL] Item status screen- menu choices
Do we need to tweak this at all? Should we be tracking these feature requests in Launchpad or the wiki? I'd like to eventually see some kind of more structured, centralized approach that lets you search, sort and filter by enhancement request category, contributor agency, version, and a few other attributes like Status (in development vs. not in development, etc.). There's also a social dimension to this that could be exploited, helping us to find other libraries with similar interests (e.g. who else is interested in map library type enhancements, etc.), and ways for us to indicate hotness or mutual interest in the feature. The wiki format is not so great for all that searching, sorting, filtering etc. We're managing things locally via Trac (and may be moving to RedMine) and I suspect others are using similar approaches (Conifer has a Trac instance, etc.). The local systems are great for collecting, refining and setting priorities, etc. but right now I sometimes send to the list, sometimes to support and sometimes slip something into a bug report on launchpad. George Duimovich NRCan Library / Bibliothèque de RNCan -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Jason Etheridge Sent: December 10, 2009 13:25 To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Item status screen- menu choices On Thu, Dec 10, 2009 at 11:57 AM, Coleman, Marlene mcole...@bcgov.net wrote: While we're making wishes for the new yearhow much development would be required to add View holds as an option on the menu for the Item Status function. Or is this a problem, as holds are generally related to records not items? Would you rather have more direct actions like Cancel Hold and Re-Target Hold if you know the item in hand has been captured for a hold already? I don't think those would be too thorny to implement. More than an hour of work, less than a week? (the dark arts of estimation of work :) Even easier if we put them in the Item Details interface where we're already fetching hold data. Jumping straight to the View Holds interface in a new tab is also possible, but feels kludgy, and so would having the correct barcode already be selected in the interface for subsequent actions. Related topic: On making wishes... For reference, the community's current feature request procedure is here: http://evergreen-ils.org/dokuwiki/doku.php?id=faqs:evergreen_feature_request_procedures Do we need to tweak this at all? Should we be tracking these feature requests in Launchpad or the wiki? I think it'd be useful to see whether a given request is being picked up by sponsored development from some Evergreen stakeholder (and when on the roadmap it is set to be delivered), or whether it is waiting in limbo for volunteer development, sponsored development, more discussion, etc. When I throw out my own wishes (It'd be nice to have...), I'm hoping to give folks an itch, shake some resources loose, etc., but I'm not really playing the role of a feature advocate/champion, where I'll do all I can to make the feature happen. -- Jason Etheridge | VP, Tactical Development | Equinox Software, Inc. / The Evergreen Experts | phone: 1-877-OPEN-ILS (673-6457) | email: ja...@esilibrary.com | web: http://www.esilibrary.com Please come by and visit the Equinox team and learn more about Evergreen ALA MidWinter January 15-18, 2010 booth # 2064
Re: [OPEN-ILS-GENERAL] SQL Repository?
Great idea -- I know the docuWiki has some examples, but no central repository. Evergreen's eventual support for sharable reports will also address this need, but I don't know how far off that is... If you use pgAdmin or some other GUI tool, there is an option to save your queries as favourites/bookmarks - very handy if you're only running some random select statement once every couple of months, etc. George Duimovich NRCan Library / Bibliothèque de RNCan From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Amy Terlaga Sent: October 2, 2009 15:24 To: open-ils-general@list.georgialibraries.org Subject: [OPEN-ILS-GENERAL] SQL Repository? Hi all- We're just getting our feet wet with writing SQL scripts for our Evergreen test server, so I was wondering, and I apologize if this has already been asked . . . Is there some central repository, maybe a wiki or a website, which houses SQL queries that have already been written by other Evergreen sites? If there isn't now, is there enough interest out there in building something like this? I'd be willing to help. Amy === Amy Terlaga Assistant Director, User Services Bibliomation 32 Crest Road Middlebury, CT 06762 (203)577-4070 x101 http://www.biblio.org
Re: [OPEN-ILS-GENERAL] Cataloguing: Question about editing fixed lengthmarc fields in 1.4
Thanks for posting Cynthia - I was going to post the same question. I can see how the 008 field gets auto-populated with certain fixed length content, but our cataloguers want to be able to edit the 008 (I believe for date created?). I think part of the oddness is that the editor won't let you switch into overwrite mode so that if you modify 008 it interacts with certain fixed data you've already entered (so then you have to adjust to account for your insert). Additionally, if you are using a mouse, use double click instead of single click in the fixed fields and that set you up better for modifications/additions to the fixed fields. George Duimovich NRCan Library / Bibliothèque RNCan Tel: (613) 996-2101 From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Cynthia Williamson Sent: April 28, 2009 8:57 AM To: Evergreen Discussion Group Subject: [OPEN-ILS-GENERAL] Cataloguing: Question about editing fixed lengthmarc fields in 1.4 Hi All - I'm wondering about editing the the fixed length fields in MARC in 1.4, esp the leader and 008. I'm used to having prompts and drop down choices in other ILSs and don't seem to be able to figure out the mechanics of editing these babies in Evergreen. I'm starting to scan documentation from folks like Georgia, Indiana, BC Pines, etc. as I'm assuming not much changed from earlier versions. So it may be that I'll find the answer out there somewhere but thought I'd ask if someone can describe it in a nutshell or point me to some documentation? Cheers, Cynthia Mohawk College Hamilton, ON
Re: [OPEN-ILS-GENERAL] Cataloguing: Adding new targets to Z39search - e.g. BIBLIOS
Thanks for those details Galen -- good target to have added on our list of targets. For adding a z39.50 target in Evergreen, see this link to get started: http://evergreen-ils.org/dokuwiki/doku.php?id=z39.50_targetss[]=z39s[]=50 After adding your targets to your /openils/conf/opensrf.xml file, you'll need to restart opensrf to have them show up in the staff client. Hope that helps.. George -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Galen Charlton Sent: April 28, 2009 9:10 AM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Cataloguing: Adding new targets to Z39search - e.g. BIBLIOS Hi, On Tue, Apr 28, 2009 at 8:59 AM, Cynthia Williamson crwbookg...@gmail.com wrote: Hi All - Trying to scan the documentation for info about adding new Z39 targets for cataloguing - specifically I'd like to add BIBLIOS. Any suggestions out there? Others can answer the question about how to add a Z39.50 target to Evergreen, but the connection settings for the ‡biblios.net Z39.50 target are: Server: z3950.biblios.net Port: 210 Database: bibliographic All common Bib-1 attributes are supported. Regards, Galen -- Galen Charlton VP, Research Development, LibLime galen.charl...@liblime.com p: 1-888-564-2457 x709 skype: gmcharlt
Re: [OPEN-ILS-GENERAL] Barcoding an Entire Collection From Scratch
BC Sitka has a FAQ on barcodes which may offer some help, in particular see item 6 (How long will it take to rebarcode?) http://sitka.bclibraries.ca/implementations/future-sitka-libraries/barco des-faq See also docuwiki here: http://evergreen-ils.org/dokuwiki/doku.php?id=evergreen-user:barcode_sca nnerss[]=barcode We have some locations without barcodes (one/two person shops) and are basically just getting them set up with a new reader, some new unique barcodes and letting them move forward with this by doing it through an on-the-fly workflow (new items, more frequently circulated items, etc.). So in our case, we anticipate that on-the-fly coding won't be that onerous for those locations. For higher circulation locations, I would definitely recommend assigning some resources to it asap (coop students, temporary help, etc.). Hope that helps some, George Duimovich From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Adam Ray Sent: April 27, 2009 12:30 PM To: open-ils-general Subject: [OPEN-ILS-GENERAL] Barcoding an Entire Collection From Scratch Our library currently has no electronic index/tracking and therefore none of our books have been barcoded. For our initial rollout does anyone have any suggestions as to a process we might follow? Adam Ray SLCC IT Director (314) 837-6777 x1250
Re: [OPEN-ILS-GENERAL] Barcoding an Entire Collection From Scratch
Hello Adam, re: 1) printing barcodes, one of Equinox's employees (Ben Ostrowsky) in a previous job wrote a Barcodes-on-the-Fly Helper to produce barcodes in a PDF format that you can print out on label sheets. http://www.tblc.org/barcodes/ Since you're creating new ones, you only need to keep track of the ranges you've already used or plan on using. George D. From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Adam Ray Sent: April 27, 2009 1:33 PM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Barcoding an Entire Collection From Scratch A few more specific questions: 1. Do you print your barcodes or use pre-printed? If you print them yourself, how do you pass the right number on to the printer? 2. What method do you use for assigning the barcode number? Adam Ray SLCC IT Director (314) 837-6777 x1250 - Original Message - From: Roma Matott rmat...@pls-net.org To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org Sent: Monday, April 27, 2009 12:21:11 PM GMT -06:00 US/Canada Central Subject: Re: [OPEN-ILS-GENERAL] Barcoding an Entire Collection From Scratch Hi Adam - I have helped a few of our libraries become automated in our current ILS so I have a few logistical tips which might help: * Decide where on the item you want the barcode to be and be sure to place it in that location on each book. Nothing is more frustrating than searching for a barcode with patrons waiting to check out. Our libraries prefer to have the barcode on the outside front cover so that inventorying and check out is easier. * We barcoded the popular items first and left the non-circulating and less popular items for after we went live. Sometimes barcoding an entire collection seems daunting - like it will never end - and this option makes it seem less overwhelming. And if a patron tried to checkout a non-barcoded item, we were able to circ it on the fly and then fix it when it came back. * I would recommend placing the barcode on the item as you are adding it to the system. We tried a few times to have volunteers take books off the shelves, put barcodes on them and deliver them to a staff member to add, but it was far to easy to mix up those items with those that had been added with those that hadn't. If you put the barcode on when you add it, you can easily tell its status. * If you can do it, we found closing the library to barcode worked best. Trying to barcode while keeping up with the day to day can be challenging - not to mention it takes much longer. By closing we were able to use library tables chairs to set up barcoding stations so that more people could work on it. Then when it is over, have a mini celebration for all who helped :) * Any items that we could not find a MARC record for, we put aside and let our cataloger handle. Hope this help! Good Luck! Roma Pioneer Library System - Original Message - From: Adam Ray a...@slcconline.edu To: open-ils-general open-ils-general@list.georgialibraries.org Sent: Monday, April 27, 2009 12:30:27 PM GMT -05:00 US/Canada Eastern Subject: [OPEN-ILS-GENERAL] Barcoding an Entire Collection From Scratch Our library currently has no electronic index/tracking and therefore none of our books have been barcoded. For our initial rollout does anyone have any suggestions as to a process we might follow? Adam Ray SLCC IT Director (314) 837-6777 x1250
Re: [OPEN-ILS-GENERAL] org unit types that won't delete??
Just FYI, I'm in the process of doing the same with a few workstations on Windows XP. To reconfigure the workstation name attached to the Staff Client, you'll have to delete the ws_info file. In my workstation, it is located here: C:\Documents and Settings\your user name\Application Data\OpenILS\open_ils_staff_client\Profiles\something here.default\chrome Do not confuse with ws_info.xul (which you shouldn't delete). Also, your workstations may not be set to allow windows explorer to search hidden or system files, so if you were to search C:\Documents and Settings\ for the filename ws_info it still may not find ws_info -- at least on my system, even with show hidden files and folders set to checked in my options, search didn't find it. George From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Cynthia Williamson Sent: March 26, 2009 12:45 PM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] org unit types that won't delete?? Thanks Mike - we had a hunch they were still attached to something but couldn't figure out what - it is the workstations. Cynthia On Thu, Mar 26, 2009 at 10:19 AM, Mike Rylander mrylan...@gmail.com wrote: On Thu, Mar 26, 2009 at 10:00 AM, Cynthia Williamson crwbookg...@gmail.com wrote: Hi - We set up our org unit types and added some units. Then we re-thought the hierarchy and decided to make some changes. I've managed to rename the unit types and get rid of the ones we decided not to use but I can't seem to delete some of the actual units that we created. Some of them deleted without a hitch, but there are some that remain, with an asterisk beside them after I try to delete them. Any suggestions? If those org units are in use by anything else in the system -- workstations, circulations, user home library, staff work locations, holds, items, call numbers (not a complete list, either) -- then you cannot delete them. This is restricted by database-level referential integrity constraints. -- Mike Rylander | VP, Research and Design | Equinox Software, Inc. / The Evergreen Experts | phone: 1-877-OPEN-ILS (673-6457) | email: mi...@esilibrary.com | web: http://www.esilibrary.com -- To be or not to be, that is the schnitzel. Monkey #9,943 on day 1,994,563
[OPEN-ILS-GENERAL] Cataloguing: internet resources...
Our cataloguer is away this week and I'm also not yet familiar enough with Evergreen's cataloguing client, so my question relates to how internet resources are dealt with in a multi-branch or consortial environment where a given electronic resource(s) is only available on the internet? Say you have some e-Books and you don't want them associated with only the cataloguing branch, but accessible to patron / staff retrieval for all locations, etc. (for electronic resources that should be visible in the catalogue without any copies). Here's a sample from the UPEI catalogue http://tinyurl.com/b2r6xe I've seen the docuwiki reference to setting the transcendent value appropriately for electronic resources added via bulk import. But anyone care to comment on how this is done in the staff client when adding a new bib record from scratch? Thanks, George Duimovich NRCan Library / Bibliothèque RNCan (613) 996-2101
Re: [OPEN-ILS-GENERAL] Documentation proposal -- input requested
Agree - that would be a great idea. It would be nice, but not realistic to expect all contributed documentation to be submitted in DocBook format. Still, building some capacity and familiarity can only help move this forward. A little boost with the learning curve, and some focus on exposing core elements, practices, etc. would be of interest. We're wanting to see some core investment made into professional documentation (e.g. dedicated staff at ESI and with any large sponsored EG projects, etc.), but it would also be helpful for those whose organizations may from time to time contribute code, plug-ins, etc. that merit more than a snippet of documentation. I would suggest that if such a session takes place, that there be a model chapter and/or section (even just in Greek text if need be) that demonstrates the use of core elements of interest from the DocBook standard, and formatted according to whatever appropriate stylesheet, etc.. So how to express code, use communications devices like tips callouts, etc. in a 3-5 page document. And for the advanced, we could also go into to interact it with subversion, automation to multiple formats, etc. At the very least, once a model documentation sample is available (as Greek text or preferably a real sample), any group contributing code could then use it as kind of a template to follow, thereby bringing doc contributions up a notch in terms of quality, consistency etc. and the barrier to using DocBook down a notch. So for the conference, perhaps we could look to walk away from it with a few more eyes familiarized with a basic overview of documentation toolbox, and also a nice sample template to have available for those who may be able to make contributions. cheers, George Duimovich NRCan Library / Bibliothèque RNCan From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Karen Schneider Sent: January 30, 2009 9:37 AM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Documentation proposal -- input requested The conference idea (slaps forehead) that's inspired! That sounds like at least one program -- heck it could even be a Hackfest, a kind of gonzo instruction class involving installing a free open source XML editor, applying templates, working in XML, etc. (There's no reason Hackfests need to be limited to development!) thanks, Catherine! Thoughts from others in the community? Karen S. On Thu, Jan 29, 2009 at 2:38 PM, Catherine Buck Morgan cmor...@statelibrary.sc.gov wrote: Karen, I was reading this last night and checking out Docbook. To say this is a timely topic would be an understatement... I love the title, by the way-The Book of Evergreen. One thing that stood out particularly was the ability to translate the documentation to word and pdf. (I've decided I'm the tween generation... remember and appreciate the good old paper manual, like the convenience of online contextual documentation, but still want to be able to scribble my notes in the margins of how it really works for my system ) I really think you're on the right road with the XML platform. Using (or an intro to) Docbook might be a good topic for the conference... --Catherine. -- Catherine Buck Morgan Director, Division of Innovation, Technology Library Services South Carolina State Library POB 11469, 1500 Senate Street, Columbia, SC 29211 Phone: 803-734-8651 | Fax: 803-734-4757 cmor...@statelibrary.sc.gov www.statelibrary.sc.gov The South Carolina State Library is a national model for innovation, collaboration, leadership and effectiveness. It is the keystone in South Carolina's intellectual landscape. From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Karen Schneider Sent: Thursday, January 29, 2009 8:47 AM To: Evergreen Discussion Group; Evergreen Development Discussion List; Public Open-ILS documentation discussion Subject: [OPEN-ILS-GENERAL] Documentation proposal -- input requested Hi folks, two weeks back there were a flurry of posts about an Evergreen documentation project plan. I will plan a webinar for a conversation about this proposal, but if you have thoughts to share on or off the list, your input would be very welcome. Input could range from Yes, that's a good idea -- carry on to I suggest X about Y to This is the most ghastly proposal I have seen in my X years working in libraries. This is the proposal: http://docs.google.com/Doc?id=ddzqk523_264f2vk5vpn Note that there are any kind of top-level
Re: [OPEN-ILS-GENERAL] Enriched Content
Laura, I'm glad you asked as I was interested in the same kind of feedback, but haven't yet started looking at it much yet. I believe there are some Evergreen Sitka libraries that are using or plan to use Baker Taylor's Content Café (prices determined by your circ stats), but our library hasn't any experience with any enrichment services yet. Given the explosion of good quality free or lower cost services, I'd like to see our library more fully exploit them first (e.g. LibraryThing for Libraries, Google Books, OpenLibrary, etc.), but I'm curious to check out Content Cafe and Syndetics since they have some advantages too. FYI, I will forward you off-list the info I just recieved from BT's Content Cafe. George Duimovich NRCan Library / Bibliothèque RNCan (613) 996-2101 From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Laura Sponhour Sent: January 20, 2009 12:27 PM To: open-ils-general@list.georgialibraries.org Subject: [OPEN-ILS-GENERAL] Enriched Content Hi, everybody. Who do you use for enriched content? We're using Syndetics but are looking to compare vendors. Is anybody else using another vendor they like? Thank you! Laura Sponhour SchoolRooms Project Manager South Carolina State Library POB 11469, 1500 Senate Street, Columbia SC 29211 Phone: 803-734-8663 | Fax: 803-734-4757 lsponh...@statelibrary.sc.gov www.statelibrary.sc.gov
[OPEN-ILS-GENERAL] Documentation examples and a question
A few quick comments on this: 1. I would eventually like to see official documentation being distinct from end user contributed documentation; understanding of course that subject matter experts from the user community could undoubtably be part of creating any formalized documentation. A good example bandied about comes from the pg community: example: PostgreSQL official docs - http://www.postgresql.org/docs/ example: PostgreSQL community documentation - http://wiki.postgresql.org/wiki/Main_Page To support the need for this distinction through one example, consider internalization efforts. In order to provide documentation in multiple languages consistently, we need to be able to identify an authoritative body of work to translate. It's a lot easier if we can say, translate these documents and have some consitency and authoritativeness with non-English implementations. 2. Longer term, we should be striving for sustainable and well structured models for supporting both official documentation and user contributed documentation. On the latter, there is a big positive with the recent Mellon/ESI project, and over time I hope expect that we'll organize ourselves to fund sustained documentation efforts on both official and user contributed documentation as support contracts ramp up. 3. We should try to shore up the docuwiki and any efforts towards other packaged documentation with insights from the professional technical writing communities. Further, on standards, we have both DITA and DocBook that could be explored, especially in regards to any production of the official stuff. Both standards are designed to support XML-based architecture for creating and delivering technical information, but IMHO, DITA appears to be more appealing.. DITA vs. DocBook: http://blogs.sun.com/coolstuff/entry/modular_docs_part_1_why http://blogs.sun.com/coolstuff/entry/modular_docs_part_2_dita 4. The Process. Futhering on points in 3 above, check out an example set of processes identifying 8 phases here: http://www.dclab.com/dita_global_local.asp It's just an example, but I think it outlines a couple of points of interest (e.g. Master Topic List + workflow identification, etc.). Obviously, we'll have to find out what works for everbody and available resources, but part of the way we can ensure our documentation grows well is to continue to evaluate and then embed some decent processes in the game early enough. Karen, I'll contact you offline about a few other ideas. George Duimovich NRCan Library / Bibliothèque RNCan --- Some of you may know that there is a documentation project afoot, funded through a Mellon grant to Georgia Public Library Service specifically for this purpose. We have contractors working on this project as we speak. However, we are also aware that some libraries have developed some very good documentation -- a bit here, a bit there. You can see some examples from Indiana Evergreen and SITKA here in this related Evergreen delicious.combookmark set: http://delicious.com/EvergreenILS/documentation There are many different ways to present this information, but one approach might be to link it here in the logical place within the documentation hierarchy (with the authors' permission, of course!): http://evergreen-ils.org/dokuwiki/doku.php?id=evergreen-user:evergreen_end-user_documentation The librarian in me wants to add the format, date or version, and of course, the author, and link to and provide access to each version. The documentation worked on for the grant may incorporate bits from the best documentation in the wild -- again with the authors' permission -- and attempt to claim space as the documentation, so there is at least one canonical version actively maintained. Thoughts?
[OPEN-ILS-GENERAL] Writing an Evergreen manual
Excellent suggestion Dan - this is a really necessary next step. DocBook would make an excellent foundation for creating more complete and polished documentation. Cheers, George Duimovich NRCan Library / Bibliothèque RNCan
