Re: [OPEN-ILS-GENERAL] Updating inventory date as a checkin modifier

[Elaine Hardy]

Is it possible that you don't have the latest version of the inventory
development?

J. Elaine Hardy, PINES and Collaborative Projects Manager
--

Georgia Public Library Service

2872 Woodcock Blvd., Suite 250 | Atlanta, GA 30341

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On Thu, Aug 20, 2020 at 12:10 PM Beth Longwell  wrote:

> Cheryl and Elaine,
>
> Curious. This is all we see
>
> [image: image.png]
> Beth
>
>
> On Thu, Aug 20, 2020 at 10:05 AM Elaine Hardy 
> wrote:
>
>> We use 3.4.1 and do have update inventory as a checkin modifier
>>
>> [image: image.png]
>>
>>
>> J. Elaine Hardy, PINES and Collaborative Projects Manager
>> --
>>
>> Georgia Public Library Service
>>
>> 2872 Woodcock Blvd., Suite 250 | Atlanta, GA 30341
>>
>> (404) 235-7128 | eha...@georgialibraries.org
>>
>> (404) 548-4241 | Cell
>>
>> <https://www.facebook.com/georgialibraries>
>> <https://www.twitter.com/georgialibs>
>> <https://www.instagram.com/georgialibraries/>
>>
>> Join our email list <http://georgialibraries.org/subscription> for
>> stories of Georgia libraries making an impact in our communities.
>>
>>
>> On Thu, Aug 20, 2020 at 11:59 AM Beth Longwell  wrote:
>>
>>> Evergreen libraries,
>>>
>>> We are on 3.4 and starting to use the new inventory date field as
>>> libraries are doing inventory. We are able to update the inventory date in
>>> the Item Status screen but do not see the option to do so as a checkin
>>> modifier, as the documentation states:
>>>
>>> 12.4.3. Support for Last Inventory Date Evergreen now provides an
>>> option to add an inventory date to items to facilitate the process of
>>> performing inventory in libraries. Staff can add an inventory date to an
>>> item in one of the following ways:
>>>
>>>- From the check in screen, there is now an Update Inventory check
>>>in modifier. When selected, scanned barcodes will have the current
>>>date/time added as the inventory date while the item is checked in.
>>>- From the Item Status screen, an action is available to add the
>>>current date/time as the inventory date to selected items.
>>>
>>> Did this feature not get implemented or are we missing something?
>>>
>>> Thanks in advance,
>>>
>>> Beth Ross
>>> Sage Library System
>>>
>>

Re: [OPEN-ILS-GENERAL] Updating inventory date as a checkin modifier

[Elaine Hardy]

We use 3.4.1 and do have update inventory as a checkin modifier

[image: image.png]


J. Elaine Hardy, PINES and Collaborative Projects Manager
--

Georgia Public Library Service

2872 Woodcock Blvd., Suite 250 | Atlanta, GA 30341

(404) 235-7128 | eha...@georgialibraries.org

(404) 548-4241 | Cell

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On Thu, Aug 20, 2020 at 11:59 AM Beth Longwell  wrote:

> Evergreen libraries,
>
> We are on 3.4 and starting to use the new inventory date field as
> libraries are doing inventory. We are able to update the inventory date in
> the Item Status screen but do not see the option to do so as a checkin
> modifier, as the documentation states:
>
> 12.4.3. Support for Last Inventory Date Evergreen now provides an option
> to add an inventory date to items to facilitate the process of performing
> inventory in libraries. Staff can add an inventory date to an item in one
> of the following ways:
>
>- From the check in screen, there is now an Update Inventory check in
>modifier. When selected, scanned barcodes will have the current date/time
>added as the inventory date while the item is checked in.
>- From the Item Status screen, an action is available to add the
>current date/time as the inventory date to selected items.
>
> Did this feature not get implemented or are we missing something?
>
> Thanks in advance,
>
> Beth Ross
> Sage Library System
>

Re: [OPEN-ILS-GENERAL] Update Inventory check-in modifier

[Elaine Hardy]

I don't recall that we had to turn anything on. I did check for permissions
but didn't find anything associated with inventory.

The bug report address the development is
https://bugs.launchpad.net/evergreen/+bug/1777675 in case that has any
clues.

J. Elaine Hardy, PINES and Collaborative Projects Manager
--

Georgia Public Library Service

2872 Woodcock Blvd., Suite 250 | Atlanta, GA 30341

(404) 235-7128 | eha...@georgialibraries.org

(404) 548-4241 | Cell

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On Wed, Mar 25, 2020 at 5:29 PM Beth Longwell  wrote:

> Jennifer and Terran,
>
> Thanks for the responses.
>
> Unless the size of the checkin modifier box is limited there is still
> plenty of room on the screen. Image attached.
>
> Beth
>
> On Wed, Mar 25, 2020 at 3:15 PM Jennifer Pringle <
> jennifer.prin...@bc.libraries.coop> wrote:
>
>> Hi Beth,
>>
>> I checked our servers and I'm seeing it on 3.3 and 3.5beta.
>>
>> Update Inventory is the last one in the check in modifier list.  Is it
>> possible it's getting cut off at the bottom of your screen?
>>
>> Jennifer
>>
>> Quoting Terran McCanna :
>>
>> > We're seeing it in PINES on the checkin screen under the Checkin
>> Modifiers
>> > dropdown, and I see it on non-customized Master test servers as well.
>> >
>> > Terran McCanna, PINES Program Manager
>> > --
>> >
>> > Georgia Public Library Service | University System of Georgia
>> >
>> > 2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341
>> >
>> > (404) 235-7138 | tmcca...@georgialibraries.org
>> >
>> > http://help.georgialibraries.org | h...@help.georgialibraries.org
>> >
>> > <https://www.facebook.com/georgialibraries>
>> > <https://www.twitter.com/georgialibs>
>> >
>> > Join our email list <http://georgialibraries.org> for stories of
>> Georgia
>> > libraries making an impact in our communities.
>> >
>> >
>> >
>> > On Wed, Mar 25, 2020 at 4:51 PM Beth Longwell  wrote:
>> >
>> >> Fellow Evergreen libraries,
>> >>
>> >> We are on 3.4 and would like to use the Update Inventory feature. I can
>> >> see "Update Inventory" in the Item Status actions but do not see it
>> under
>> >> Checkin Modifiers. Is there a setting somewhere that I need to turn on?
>> >>
>> >> Thanks in advance,
>> >>
>> >> Beth Ross
>> >> Sage Library system
>> >>
>>
>>
>> --
>> Jennifer Pringle
>> Co-op Support
>> BC Libraries Cooperative
>> Tel: 1-888-848-9250
>> Email:jennifer.prin...@bc.libraries.coop
>> Website: http://bc.libraries.coop
>>
>> Gratefully acknowledging that I live and work in the unceded
>> Traditional Territory of the St'at'yemc Nations.
>>
>>

Re: [OPEN-ILS-GENERAL] Holds / Circulation question

[Elaine Hardy]

A little history  -- when Evergreen was developed, we had a number of
library systems that loaned collections to their branch libraries for a set
time period. They retained ownership but allowed the items to circulate
from and reside at the branch library. After the time period was over, the
collection would either move to another branch library or return to the
owning library. Not really floating since the collection would stay for
months at a library and not change at check in. At the time, no PINES
library had a floating collection in the true sense but Evergreen needed to
accomodate a moving collection -- hence the circulating library can be set
differently from the owning library in item attributes.



J. Elaine Hardy, PINES and Collaborative Projects Manager
--

Georgia Public Library Service

2872 Woodcock Blvd., Suite 250 | Atlanta, GA 30341

(404) 235-7128 | eha...@georgialibraries.org

(404) 548-4241 | Cell

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On Wed, Mar 4, 2020 at 9:28 AM Forrest, Stuart  wrote:

> So I am presuming then that the Owning library is the one that owns the
> bib record, for the sake of a better term and the circulating library is
> the one that owns the copy. The checkout library is the one that circulates
> the copy?
>
>
>
> Our owning library is set to BCL and the circulating libraries are set to
> the individual branches, BCL-BEA, BCL-BLU, etc…
>
>
>
> Stuart
>
>
>
>
> --
>
> Stuart Forrest, Library IT Manager/Analyst Beaufort County Library System
>
> 311 Scott Street, Beaufort, SC 29902
>
> 843 255 6450
>
> sforr...@bcgov.net
>
> beaufortcountylibrary.org
>
>
>
> *From:* Open-ils-general <
> open-ils-general-boun...@list.georgialibraries.org> *On Behalf Of *Goben,
> Anna
> *Sent:* Wednesday, March 4, 2020 9:15 AM
> *To:* Evergreen Discussion Group <
> open-ils-general@list.georgialibraries.org>
> *Subject:* Re: [OPEN-ILS-GENERAL] Holds / Circulation question
>
>
>
> [EXTERNAL EMAIL] Please report any suspicious attachments, links, or
> requests for sensitive information to the Beaufort County IT Division at
> helpd...@bcgov.net or to 843-255-7000.
>
> We use Checkout Library for reporting outputs as that’s captured with the
> circ data.  Circulating Library is an item attribute and does not change
> without cataloger intervention.
>
>
>
> -Anna
>
>
>
> Anna Goben
>
> Evergreen Indiana Coordinator
>
> Indiana State Library
>
> 140 N Senate Ave
>
> Indianapolis, IN 46204
>
> 317-234-6624
>
> Fax: 317-232-1925
>
>
>
> *From:* Open-ils-general [
> mailto:open-ils-general-boun...@list.georgialibraries.org
> ] *On Behalf Of *Forrest,
> Stuart
> *Sent:* Wednesday, March 04, 2020 9:04 AM
> *To:* Group, Evergreen 
> *Subject:* [OPEN-ILS-GENERAL] Holds / Circulation question
>
>
>
>  This is an EXTERNAL email. Exercise caution. DO NOT open attachments
> or click links from unknown senders or unexpected email. 
> --
>
> Hi
>
>
>
> This may sound a simple question to some, but my brain seems unwilling to
> compute!
>
>
>
> So if a book that has been placed on hold that has a Circulating Library
> of ‘LibraryA’ is then transitted to ‘LibraryB’ where the hold is being
> fulfilled. Does the circulating library temporarily change to ‘LibraryB’ so
> that library gets the circulation? I’m thinking of circ reports now. Or
> would it be better to use Checkout Library instead to capture all
> circulations at ‘LibraryB’
>
>
>
> Hopes this makes sense to someone as I am not quite understanding it.
>
>
>
> Thanks
>
> Much
>
> Stuart
>
>
>
>
> --
>
> Stuart Forrest, Library IT Manager/Analyst Beaufort County Library System
>
> 311 Scott Street, Beaufort, SC 29902
>
> 843 255 6450
>
> sforr...@bcgov.net
>
> beaufortcountylibrary.org
> <https://linkprotect.cudasvc.com/url?a=https%3a%2f%2fbeaufortcountylibrary.org=E,1,VioeHecvOuSwMguelV45SbySHGcWHWDewb0CO9K10-SAOgh6AAy4TFwi4jAvDVDSju3XYfdK0pJoJ87XhUU6KQPSPjQJhpCoCds0qjGHOJF0qA7DvkH6Rw,,=1>
>
>
>

Re: [OPEN-ILS-GENERAL] Better option for cover art?

[Elaine Hardy]

I've had very good response time with Syndetics. They usually answer within
24 hours and the correction is made with in a few days.

J. Elaine Hardy, PINES and Collaborative Projects Manager
--

Georgia Public Library Service

2872 Woodcock Blvd., Suite 250 | Atlanta, GA 30341

(404) 235-7128 | eha...@georgialibraries.org

(404) 548-4241 | Cell

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On Tue, Feb 11, 2020 at 8:19 AM Kate Coleman  wrote:

> Missouri Evergreen uses Syndetics and are pretty happy with them. I will
> say that if an email is sent about the artwork being incorrect, they aren't
> the most prompt at following through. However, the *vast *majority is
> correct.
>
>
> Kate Coleman
> Jefferson County Library - Central Services
> Technical Services Specialist
> 5678 State Rd. PP
> High Ridge, MO 63049
> 636-677-8689
> Fax: 636--677-1769
> kcole...@jeffcolib.org
>
>
>
>
> On Mon, Feb 10, 2020 at 3:33 PM Terran McCanna <
> tmcca...@georgialibraries.org> wrote:
>
>> We use Syndetics. They've historically had a larger and more diverse
>> selection of covers than any other vendor. (However, I haven't compared
>> numbers recently.)
>>
>>
>> Terran McCanna, PINES Program Manager
>> --
>>
>> Georgia Public Library Service | University System of Georgia
>>
>> 2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341
>>
>> (404) 235-7138 | tmcca...@georgialibraries.org
>>
>> http://help.georgialibraries.org | h...@help.georgialibraries.org
>>
>> <https://www.facebook.com/georgialibraries>
>> <https://www.twitter.com/georgialibs>
>>
>> Join our email list <http://georgialibraries.org> for stories of Georgia
>> libraries making an impact in our communities.
>>
>>
>>
>> On Mon, Feb 10, 2020 at 3:14 PM Murphy, Benjamin <
>> benjamin.mur...@ncdcr.gov> wrote:
>>
>>> We currently use Open Library and are looking for a better option for
>>> cover art in our OPAC.
>>>
>>>
>>>
>>> Anyone here using Syndetics? If so, what are your thoughts?
>>>
>>>
>>>
>>> Are there other tools you’d suggest for displaying cover art?
>>>
>>>
>>>
>>> *Benjamin Murphy*
>>>
>>> NC Cardinal Program Manager
>>>
>>> NC Dept. of Natural and Cultural Resources
>>>
>>> 919.814.6797 |  *benjamin.mur...@ncdcr.gov  *
>>>
>>>
>>> https://statelibrary.ncdcr.gov/ld/nc-cardinal
>>>
>>>
>>>
>>> 109 East Jones Street  | 4640 Mail Service Center
>>>
>>> Raleigh, North Carolina 27699-4600
>>>
>>>
>>>
>>> *Email correspondence to and from this address is subject to the North
>>> Carolina Public Records Law and may be disclosed to third parties.*
>>>
>>>
>>>
>>

Re: [OPEN-ILS-GENERAL] Seeking advice from libraries using Zebra label printers

[Elaine Hardy]

Ruth,

I don't know if they will help or not, but you could have them look at our
instructions for printing spine labels --
https://pines.georgialibraries.org/dokuwiki/doku.php?id=cat:spine-label-printing

Elaine

J. Elaine Hardy, PINES and Collaborative Projects Manager
--

Georgia Public Library Service

2872 Woodcock Blvd., Suite 250 | Atlanta, GA 30341

(404) 235-7128 | eha...@georgialibraries.org

(404) 548-4241 | Cell

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On Wed, Feb 5, 2020 at 1:53 PM Frasur, Ruth  wrote:

> From Danielle Featherston at Putnam Co. PL (they just went live with
> Evergreen Indiana yesterday!) – “Do any of you have a contact for an
> Evergreen Library that uses the Zebra 430t printer for labels? We are still
> having problems setting the labels to print. It will print but the spine
> text is set to the right side.”
>
>
>
> Ruth Frasur
>
> *Evergreen Development and Support Administrator*
>
> Indiana State Library
>
> 140 N. Senate Ave.
>
> Indianapolis, IN 46204
>
> (317) 460-7556
>
>
>

[OPEN-ILS-GENERAL] The Web client -- an appreciation

[Elaine Hardy]

While updating an old local document on using record buckets, I am
constantly reminded how much the Web client improved the XUL client as I
replace screenshots and edit "how tos" for the PINES wiki. The menus and
the functionality they represent are more streamlined and efficient in the
Web client, removing extraneous steps, creating a more user friendly
interface. In many ways I am creating a whole new document because of those
improvements.

While I know we still have bugs and wishlist items to work through and the
angular client to complete, I think kudos are deserved for the whole
community -- from developers to users to testers to funders -- for the
constant work in improving Evergreen. I often communicate more about what
is wrong with the software especially through bug reports and just wanted
to take a few minutes to express my appreciation for what is right about
it.

Elaine

J. Elaine Hardy, PINES and Collaborative Projects Manager
--

Georgia Public Library Service

2872 Woodcock Blvd., Suite 250 | Atlanta, GA 30341

(404) 235-7128 | eha...@georgialibraries.org

(404) 548-4241 | Cell

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Re: [OPEN-ILS-GENERAL] TSC TTP-244CE Printer - Label Recommendations?

[Elaine Hardy]

This what some of our libraries that print spine and pocket labels use --
https://www.bayscan.com/dynlabttpbls-spine-book-label-set.html for the TSC
printers. I can ask for other recommendations if needed.

J. Elaine Hardy, PINES and Collaborative Projects Manager
--

Georgia Public Library Service

2872 Woodcock Blvd., Suite 250 | Atlanta, GA 30341

(404) 235-7128 | eha...@georgialibraries.org

(404) 548-4241 | Cell

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On Wed, Oct 30, 2019 at 1:54 PM Erica Rohlfs 
wrote:

> Good Afternoon,
>
> Do any of you currently use the TSC TTP-244CE printer? I see
> recommendations for the types of labels to use with it listed on TSC vendor
> supply sites. However, do you have any recommendations/preferences on which
> labels to use?
>
> Thank you for your time!
> Erica
>
> --
> Erica Rohlfs
> Senior Implementation Project Manager
> Equinox Open Library Initiative
> phone:  1-877-OPEN-ILS (673-6457) ext. 5572
> email:  eroh...@equinoxinitiative.org
> web:  http://EquinoxInitiative.org
>

Re: [OPEN-ILS-GENERAL] Towards more consistent terminology in the web client

[Elaine Hardy]

+1 Sarah!



J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 580
Atlanta, GA 30045


404.548.4241 Cell
eha...@georgialibraries.org
Helpdesk: http://help.georgialibraries.org

On Thu, Aug 9, 2018 at 5:23 PM, Janet Schrader  wrote:

> +1 to holdings.
> I like that because it's consistent with "Holdings transfer" and can be
> either a copy or a volume. Holdings should be familiar to any librarian who
> used MARC record loads to create items 852 or 94x fields.
>
>
>
> Janet Schrader
>
> Bibliographic Services Supervisor | CW MARS
>
> 67 Millbrook Street, Suite 201, Worcester, MA 01606
> <https://maps.google.com/?q=67+Millbrook+Street,+Suite+201,+Worcester,+MA+01606=gmail=g>
>
> P: 508-755-3323 x 325 | F: 508-757-7801
>
> --
>
> jschra...@cwmars.org  ||  http;//cwmars.org <http://www.cwmars.org/>
>
>
> On Thu, Aug 9, 2018 at 4:06 PM, Sarah Childs  > wrote:
>
>> On Wed, Aug 8, 2018 at 3:41 PM, Elaine Hardy > > wrote:
>>
>>> I do like Holdings transfer. I think it is a good descriptor of what we
>>> are doing with the functionality.
>>>
>>> A little quibble, though with not having the button labelled Add volumes
>>> and copies. I realize that is cumbersome, however, it is more descriptive,
>>> especially from a cataloger's point of view.
>>>
>>
>> Maybe it should be labeled "Add Holdings"?   Then it's distinct from both
>> Add Volumes and Add Copies.
>>
>>
>> --
>> Sarah Childs
>> Technical Services Department Head
>> Hussey-Mayfield Memorial Public Library
>> 250 North Fifth Street
>> <https://maps.google.com/?q=250+North+Fifth+Street+%0D%0AZionsville,+IN+46077=gmail=g>
>> Zionsville, IN 46077
>> 317-873-3149 x13330
>> sar...@zionsvillelibrary.org
>>
>
>

Re: [OPEN-ILS-GENERAL] Towards more consistent terminology in the web client

[Elaine Hardy]

I do like Holdings transfer. I think it is a good descriptor of what we are
doing with the functionality.

A little quibble, though with not having the button labelled Add volumes
and copies. I realize that is cumbersome, however, it is more descriptive,
especially from a cataloger's point of view.

Add volume just adds the volume and does allow for empty volumes (great
having that back).

Adding volumes and copies occurs either when there are no holdings attached
for a library OR for when a volume and copy with a different call number
needs to be attached. Examples of this is when a library might desire to
have a copy in a circulating location and another in a reference location,
and the latter needs a call number prefix. Or, if volumes in a mulitvolume
set (serial or monograph) are acquired over time.

Adding copies means a volume already exists (either empty or with other
copies attached) and a new copy with the same call number is being added.

Perhaps labeling the button/drop down menu  Add vol/copy?


As to call number verses volume in Evergreen. The best explanation I can
come up with for how I see the two is that the volume is the container for
the item and the call number is the label for that container.



J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 580
Atlanta, GA 30045


404.548.4241 Cell
eha...@georgialibraries.org
Helpdesk: http://help.georgialibraries.org

On Tue, Aug 7, 2018 at 6:52 PM, Daniel Wells  wrote:

> Janet, I can speak to those textual changes, as I am probably responsible
> for both.  They were attempts to improve accuracy and consistency within
> the great ball of changes touched by the omnibus branch.  Whether these
> attempts succeeded is of course debatable :)
>
> To explain a little further, first, within the holdings view we used to
> have two separate options, one to mark a library for call number ("volume")
> transfer, another to mark a call number for copy/item transfer.  These
> options were folded into a single marking action for ease-of-use, and I
> picked the name "holding transfer" as an attempt at a generic enough term
> to mean either transferring an individual copy or a whole call number's
> worth of copies (depending on the context of the action).  Because the
> record-level transfer option uses the same code to do the same thing (just
> with a default library chosen), "Mark for Holdings Transfer" was an attempt
> to convey that these were two paths to the same underlying behavior.  It
> also helped prevent term mismatch for other messages related to these
> behaviors (think confirmation boxes).
>
> As for the "Add Volumes" vs "Add Copies", the problem there was that the
> omnibus branch created an "Add Volume" menu entry within the holdings view
> which did exactly that, add an empty "volume" (call number) with no copy.
> It felt like bad design to have this menu entry for "Add Volume" which only
> added the call number while also having an "Add Volumes" button which added
> both the call number and the copy.  An early revision, for maximum clarity,
> relabeled the record-level button to "Add Volumes and Copies", but a long
> button label such as that brings its own challenges.  It was then reasoned
> that "Add Copies" in some sense implicitly means (at the record level) "Add
> (Volumes and) Copies", since you can't have the second without the first.
> And thus the current label was born.
>
> Overall, I think it is a very good idea to keep questioning these labels
> as we work toward consistency.  As we do so, we should also keep in mind
> how these labels overlap and interact.  Otherwise, we might paint ourselves
> into a corner if by deciding to replace every X with Y, when some of the X
> was really Xa or Xb.  In particular, and to echo what Lynn brings up, I
> think all of the following terms need to be carefully reconsidered as to
> how they relate, and how we should use them for maximum clarity and
> expressiveness:
>
> Copy
> Item
> Holding
> Volume
> Part
> Call Number
>
> All of these terms are common and useful in libraries, but I personally
> think there is at least one where Evergreen strays pretty far from the
> common and useful meaning of the term.  And with that, I leave you all in
> suspense until tomorrow!
>
> Sincerely,
> Dan
>
> On Tue, Aug 7, 2018 at 5:40 PM, Lynn Floyd 
> wrote:
>
>> I came up with another terminology that should be looked at Call Number
>> vs. Volume.  There are lots of places where these terms are used
>> interchangeably.
>>
>>
>>
>> Lynn Floyd
>>
>> lfl...@andersonlibrary.org
>>
>> Ander

Re: [OPEN-ILS-GENERAL] 856 subfield u

[Elaine Hardy]

The library definitely has to be the same. We had someone that was
occasionally putting an extra space in front of their policy name so the
856 did not display as expected. Or the reocrd search as expected.

One thing to remember about suppressing the |3 is that it can be used to
specify which part of the resource the 856 applies to, and may not indicate
the entire resource. In cases where there are multiple 856s in a record, it
can be used to identify the specific material linked in the URI. For
example, a record might have an 856 for a TOC, one for an author bio,
another for the abstract, and one for the resource itself, all of which
would be identified in the |3. If just the link displays, there might not
be enough obvious information to distinguish them.

I personally prefer a text to identify the link rather than the link
itself. Part of the problem with the |3 is that it is so bare in some
instances, like the first record. I think Museum Handbook would be much
more useful than pts 1-3, but that may be more appropriate for a |y than a
|3. You can customize the 856 as you are adding the  |9 so that it displays
as you want it to in the OPAC

Elaine



J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 150
Atlanta, GA 30045

404.235.7128 Office
404.548.4241 Cell
404.235.7201 FAX

On Tue, Jul 10, 2018 at 9:08 AM, Kathy Lussier  wrote:

> Hi Valerie,
>
> In the last link you shared, I noticed that the subfield 9 contains the
> value Lummi, instead of LUMMI, which is what was used in the original
> record you shared. I think Lummi may need to be added in all caps for the
> catalog to show the link. The link will only display if the search library
> either matches the org unit in the subfield 9 or is a child of that org
> unit. Without entering the Lummi in all caps, the system probably isn't
> able to identify which org unit is listed there.
>
> For the first record you sent, the link is displaying as expected since
> it's pulling the label from the subfield 3 and is pulling the URL from the
> subfield u. Were you hoping that it would display the text of the link?
> That may be doable with a tweak to the template code, but I haven't taken a
> look at it to see what would need to be done. I can't remember how the 856
> fields displayed back in 2.1 and don't know what changes may have been made
> since then.
>
> I hope this helps!
> Kathy
>
> --
> Kathy Lussier
> Project Coordinator
> Massachusetts Library Network Cooperative
> (508) 343-0128kluss...@masslnc.org
>
>
> On Mon, Jul 9, 2018 at 6:14 PM, Valerie McBeth  wrote:
>
>> So I added a subfield 3 to a different record:
>> http://opac.nwic.edu/eg/opac/record/37700?query=quiet%20cris
>> is;qtype=title;locg=1;detail_record_view=0;expand=marchtml#marchtml
>>
>> Restarted Evergreen and the link didn’t show up in the display. But that
>> record has a URL in the 538 field, isn’t a link, but when copied and pasted
>> into the browser gets there. That address isn’t the PURL, which does show
>> in the MARC record, which also works when copied and pasted.
>>
>> Other thoughts?
>>
>> Thanks,
>>
>> Valerie
>>
>>
>>
>> *From:* Open-ils-general > .georgialibraries.org> *On Behalf Of *Elaine Hardy
>> *Sent:* Monday, July 09, 2018 12:23 PM
>>
>> *To:* Evergreen Discussion Group > libraries.org>
>> *Subject:* Re: [OPEN-ILS-GENERAL] 856 subfield u
>>
>>
>>
>> The |3 replaces the |u in the display -- see
>> https://www.oclc.org/bibformats/en/controlsubfields.html#subfield3
>>
>>
>>
>>
>>
>>
>> J. Elaine Hardy
>>
>> PINES & Collaborative Projects Manager
>>
>> Georgia Public Library Service/PINES
>>
>> 1800 Century Place, Ste. 150
>> <https://maps.google.com/?q=1800+Century+Place,+Ste.+150+%0D%0A+%0D%0A+Atlanta,+GA+30045=gmail=g>
>>
>> Atlanta, GA 30045
>> <https://maps.google.com/?q=1800+Century+Place,+Ste.+150+%0D%0A+%0D%0A+Atlanta,+GA+30045=gmail=g>
>>
>> 404.235.7128 Office
>>
>> 404.548.4241 Cell
>>
>> 404.235.7201 FAX
>>
>>
>>
>> On Mon, Jul 9, 2018 at 3:08 PM, Valerie McBeth  wrote:
>>
>> Elaine,
>>
>> The indicators are 4 and 0.
>>
>> Kathy,
>>
>> Here’s a link to one record; http://opac.nwic.edu/eg/opac/r
>> ecord/37612?query=Museum%20handbook;qtype=title;locg=1;detai
>> l_record_view=0
>>
>> Interestingly, this record has an 856 subfield 3, which does function as
>> a link, and I can’t figure that out, and the other ebook records I’ve
>> sampled don’t have that.
>>
&

Re: [OPEN-ILS-GENERAL] 856 subfield u

[Elaine Hardy]

The |3 replaces the |u in the display -- see
https://www.oclc.org/bibformats/en/controlsubfields.html#subfield3



J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 150
Atlanta, GA 30045

404.235.7128 Office
404.548.4241 Cell
404.235.7201 FAX

On Mon, Jul 9, 2018 at 3:08 PM, Valerie McBeth  wrote:

> Elaine,
>
> The indicators are 4 and 0.
>
> Kathy,
>
> Here’s a link to one record; http://opac.nwic.edu/eg/opac/
> record/37612?query=Museum%20handbook;qtype=title;locg=1;
> detail_record_view=0
>
> Interestingly, this record has an 856 subfield 3, which does function as a
> link, and I can’t figure that out, and the other ebook records I’ve sampled
> don’t have that.
>
> Thank you both,
>
> Valerie
>
>
>
> *From:* Open-ils-general  list.georgialibraries.org> *On Behalf Of *Elaine Hardy
> *Sent:* Monday, July 09, 2018 12:00 PM
> *To:* Evergreen Discussion Group  georgialibraries.org>
> *Subject:* Re: [OPEN-ILS-GENERAL] 856 subfield u
>
>
>
> Check the indicators on the 856. If they aren't 40, the subfield might not
> show up
>
>
>
>
>
>
> J. Elaine Hardy
>
> PINES & Collaborative Projects Manager
>
> Georgia Public Library Service/PINES
>
> 1800 Century Place, Ste. 150
> <https://maps.google.com/?q=1800+Century+Place,+Ste.+150+%0D%0A+%0D%0A+Atlanta,+GA+30045=gmail=g>
>
> Atlanta, GA 30045
> <https://maps.google.com/?q=1800+Century+Place,+Ste.+150+%0D%0A+%0D%0A+Atlanta,+GA+30045=gmail=g>
>
> 404.235.7128 Office
>
> 404.548.4241 Cell
>
> 404.235.7201 FAX
>
>
>
> On Mon, Jul 9, 2018 at 2:56 PM, Kathy Lussier 
> wrote:
>
> Hi Valerie,
>
>
>
> Would you be able to send a link to an example record?
>
>
>
> Thanks!
>
> Kathy
>
>
> --
>
> Kathy Lussier
>
> Project Coordinator
>
> Massachusetts Library Network Cooperative
>
> (508) 343-0128
>
> kluss...@masslnc.org
>
>
>
> On Mon, Jul 9, 2018 at 2:23 PM, Valerie McBeth  wrote:
>
> Hello,
>
> We recently moved from 2.1 to 3.0.4. In 2.1, when we retrieved a record
> for an ebook, the field 856 subfield u content showed up as a functional
> link. Now it doesn’t show up on the on the initial page, it does show up in
> the MARC view, but doesn’t function as a link. Any thoughts? Remedies?
>
> Thanks,
>
> Valerie
>
>
>
>
>

Re: [OPEN-ILS-GENERAL] 856 subfield u

[Elaine Hardy]

Check the indicators on the 856. If they aren't 40, the subfield might not
show up



J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 150
Atlanta, GA 30045

404.235.7128 Office
404.548.4241 Cell
404.235.7201 FAX

On Mon, Jul 9, 2018 at 2:56 PM, Kathy Lussier  wrote:

> Hi Valerie,
>
> Would you be able to send a link to an example record?
>
> Thanks!
> Kathy
>
> --
> Kathy Lussier
> Project Coordinator
> Massachusetts Library Network Cooperative
> (508) 343-0128kluss...@masslnc.org
>
>
> On Mon, Jul 9, 2018 at 2:23 PM, Valerie McBeth  wrote:
>
>> Hello,
>>
>> We recently moved from 2.1 to 3.0.4. In 2.1, when we retrieved a record
>> for an ebook, the field 856 subfield u content showed up as a functional
>> link. Now it doesn’t show up on the on the initial page, it does show up in
>> the MARC view, but doesn’t function as a link. Any thoughts? Remedies?
>>
>> Thanks,
>>
>> Valerie
>>
>
>

Re: [OPEN-ILS-GENERAL] Delete copy from record

[Elaine Hardy]

You can delete copies using copy buckets without deleting the record
provided that it isn't the only item attached or that your settings don't
automatically delete the bib record when the last copy/vol is deleted.



J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 150
Atlanta, GA 30045

404.235.7128 Office
404.548.4241 Cell
404.235.7201 FAX

On Wed, Jun 27, 2018 at 4:12 PM, Oxford, Susan  wrote:

> Hello,
>
> We have updated to the recent version of Evergreen and I have to delete a
> copy from a record without deleting the record. I’m looking at my
> documentation for Chapter 18. Copy Buckets on how to delete selected copies
> from catalogue. I’m hoping that will delete a copy from the record and not
> delete the record…. Should I do it??
>
> Susan
>

Re: [OPEN-ILS-GENERAL] Anyone using Evergreen to have patrons read a "user agreement"?

[Elaine Hardy]

Would using the survey function work? We use that to indicate if the patron
has registered to vote.



J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 150
Atlanta, GA 30045

404.235.7128 Office
404.548.4241 Cell
404.235.7201 FAX

On Wed, Jun 20, 2018 at 3:51 PM, Yamil Suarez  wrote:

> Hello everyone,
>
> I work for a music college library and we are starting to circulate more
> and more expensive recording equipment to our students. From now on we
> would like to require ALL students to acknowledge reading a "user
> agreement" before they have circulation privileges for any item (books,
> CDs, equipment, etc.).
>
> BTW, since usually most students already have EG accounts, since I
> normally batch add a few thousands students every semester, customizing the
> self registration UI/code may not work for our need. I guess I could make
> all incoming new students use self registration and include the "user
> agreement" int he UI, but that will not scale well or deal with returning
> students
>
> In the past we had a separate system to track down who had read the
> agreement, but that system has been retired and it did not talk to
> Evergreen anyway. I am now wondering if anyone is doing anything similar to
> this with Evergreen? I would love to hear what your approaches have been.
>
> I want to see if anyone has an existing approach I could reuse or at least
> use it get inspiration. If not, I have an idea to create my own OPAC
> ".tt2" files, using templates/opac/myopac/prefs_notify.tt2 as
> inspiration. I will take that idea to the dev list/IRC later on.
>
> Thanks in advance,
> Yamil
>
>
>
>
>
>
>
> 
>
> Yamil Suarez, MCS
> Associate Director of Library Systems & Web Development
>
> Stan Getz Library
> Berklee College of Music
> 1140 Boylston St
> <https://maps.google.com/?q=1140+Boylston+St+Boston,+MA+02215=gmail=g>
> Boston, MA 02215
> <https://maps.google.com/?q=1140+Boylston+St+Boston,+MA+02215=gmail=g>
>
> ysua...@berklee.edu
> 617-747-2617
>
> pronouns: he/his/him
>

Re: [OPEN-ILS-GENERAL] Delay on removing deleted records

[Elaine Hardy]

In practice, it is less than 5 minutes most of the time.



J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 150
Atlanta, GA 30045

404.235.7128 Office
404.548.4241 Cell
404.235.7201 FAX

On Tue, Jun 19, 2018 at 10:51 AM, Mike Rylander  wrote:

> Hi Easter,
>
> There is a 5 minute cache for search results, so if you perform an
> identical search before and after the removal, within five minutes of
> each other, you will see a cached version of the bibliographic data
> for the search.  The delete, however, is complete as soon as the
> action (record merge, direct bib deletion, "last copy" automatic
> deletion) completes in the interface.
>
> Hope that helps,
>
> --
> Mike Rylander
>  | President
>  | Equinox Open Library Initiative
>  | phone:  1-877-OPEN-ILS (673-6457)
>  | email:  mi...@equinoxinitiative.org
>  | web:  http://equinoxinitiative.org
>
> On Tue, Jun 19, 2018 at 9:52 AM DiGangi, Easter
>  wrote:
> >
> > Good morning,
> >
> >
> >
> > Has anyone noticed a delay on deleted records being removed from the
> OPAC? We have noticed it a few times (we are using 3.0) but wanted to see
> if anyone else was observing it.
> >
> >
> >
> > Thanks,
> > Easter
> >
> >
> >
> > Easter DiGangi
> >
> > Cataloging and Acquisitions Librarian
> >
> > Portsmouth Public Library
> >
> > 4934 High Street West
> >
> > Portsmouth, VA 23703
> >
> > Phone: 757-686-2538 Ext. 6614
> >
> > Email: digan...@portsmouthva.org
> >
> > Pronouns: she/her/hers
> >
> >
> >
> > www.PortsmouthPublicLibrary.org
> >
> >
> >
> >
>

Re: [OPEN-ILS-GENERAL] Delay on removing deleted records

[Elaine Hardy]

It depends. Some times the re-indexing is fast and the empty record is
removed and doesn't show up in the OPAC view right away. Other times there
is a delay and it takes several minutes. When I have a list of records
opened doing database cleanup, I see both as I am working. Sometimes it
takes re-doing my initial search for the records to not display in the list
and sometimes it happens as I return to the list to check the next records.
The records usually clear within a few minutes.



J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 150
Atlanta, GA 30045

404.235.7128 Office
404.548.4241 Cell
404.235.7201 FAX

On Tue, Jun 19, 2018 at 9:19 AM, DiGangi, Easter 
wrote:

> Good morning,
>
>
>
> Has anyone noticed a delay on deleted records being removed from the OPAC?
> We have noticed it a few times (we are using 3.0) but wanted to see if
> anyone else was observing it.
>
>
>
> Thanks,
> Easter
>
>
>
> *Easter DiGangi*
>
> Cataloging and Acquisitions Librarian
>
> Portsmouth Public Library
>
> 4934 High Street West
> <https://maps.google.com/?q=4934+High+Street+West+%0D%0A+Portsmouth,+VA+23703=gmail=g>
>
> Portsmouth, VA 23703
> <https://maps.google.com/?q=4934+High+Street+West+%0D%0A+Portsmouth,+VA+23703=gmail=g>
>
> Phone: 757-686-2538 Ext. 6614
>
> Email: digan...@portsmouthva.org
>
> Pronouns: she/her/hers
>
>
>
> www.PortsmouthPublicLibrary.org <http://www.portsmouthpubliclibrary.org/>
>
>
>
>
>

Re: [OPEN-ILS-GENERAL] Possible bug? RE: merging

[Elaine Hardy]

It does look like a bug. I just tried in 3.0.2 to use both edit functions
while merging and the edits were not saved to the merged record.

I don't typically make edits while merging so would not have caught thit



J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 150
Atlanta, GA 30045

404.235.7128 Office
404.548.4241 Cell
404.235.7201 FAX

On Wed, Jun 13, 2018 at 10:24 AM, Kate Coleman 
wrote:

> I've searched through Launchpad and even release notes, but thought I
> might pop in and ask really quickly in case anyone knows off the top of
> their head...
>
> When merging records in the webclient (I'm using 3.0.2), in the merge
> screen, there is an option to Edit and also an option to Edit using full
> editor. You can make these edits, and hit the save button, but the edits
> are not actually saved in the merged record. Anyone else?  I'm not the best
> at searching bugs, it seems, so I wasn't sure if this issue had been
> addressed.
>
> Thanks,
>
>
> Kate Coleman
> Jefferson County Library - Central Services
> Technical Services Supervisor
> 5678 State Rd. PP
> <https://maps.google.com/?q=5678+State+Rd.+PP=gmail=g>
> High Ridge, MO 63049
> 636-677-8689
> Fax: 636--677-1769
> kcole...@jeffcolib.org
>
>
>

Re: [OPEN-ILS-GENERAL] Holdings View in Web Client

[Elaine Hardy]

We would need it fixed sooner, if all or libraries are to move to the web
client for cataloging.



J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 150
Atlanta, GA 30045

404.235.7128 Office
404.548.4241 Cell
404.235.7201 FAX

On Thu, Mar 29, 2018 at 10:53 AM, scott.tho...@sparkpa.org <
scott.tho...@sparkpa.org> wrote:

> Elaine,
> Thank you. This is ringing a bell now, but I did not internalize it
> until one of my libraries complained and documented it. This is really bad.
> I noticed it has a high priority but is unassigned. What can we do to get
> this fixed in 3.2 if not sooner?
>
> Scott
>
> Sent from my iPhone
>
> On Mar 29, 2018, at 10:20 AM, Elaine Hardy <eha...@georgialibraries.org>
> wrote:
>
> Scott,
>
> There is a bug report for this --https://bugs.launchpad.net/
> evergreen/+bug/1715697
>
> It is very problematic. Many of or libraries have more than 5 branches and
> this bug makes it impossible for them to use the web client
>
>
>
> J. Elaine Hardy
> PINES & Collaborative Projects Manager
> Georgia Public Library Service/PINES
> 1800 Century Place, Ste. 150
> <https://maps.google.com/?q=1800+Century+Place,+Ste.+150+%0D%0A+%0D%0A+Atlanta,+GA+30045=gmail=g>
> Atlanta, GA 30045
> <https://maps.google.com/?q=1800+Century+Place,+Ste.+150+%0D%0A+%0D%0A+Atlanta,+GA+30045=gmail=g>
>
> 404.235.7128 <(404)%20235-7128> Office
> 404.548.4241 <(404)%20548-4241> Cell
> 404.235.7201 <(404)%20235-7201> FAX
>
> On Thu, Mar 29, 2018 at 10:11 AM, scott.tho...@sparkpa.org <
> scott.tho...@sparkpa.org> wrote:
>
>> I just had this reported to me, and it does seem to be problematic. Many
>> of our libraries use Holdings Maintenance in XUL as the first step in
>> adding volumes and copies. This works out well because, even if a given
>> library system has no volumes or copies under a given title, the org unit
>> tree for that system appears in Holdings Maintenance and you can easily add
>> volumes / copies to a specific branch. This tree does not appear in the Web
>> Client so adding volumes to a branch requires several more steps as a user
>> is forced to select the branch org unit at several junctures.  Am I missing
>> something? Has anyone else noticed this?
>>
>> Scott
>>
>>
>>
>>
>>
>> Scott Thomas
>>
>> Executive Director
>>
>> *PaILS / SPARK*
>>
>> (717) 873-9461
>>
>> scott.tho...@sparkpa.org
>>
>> Stay informed! Join the SPARK-User Email List:
>>
>> https://mail.palibrary.org/mailman/listinfo/spark-users
>>
>>  <http://www.palibrary.org/pails/>
>>
>>
>>
>
>

Re: [OPEN-ILS-GENERAL] Holdings View in Web Client

[Elaine Hardy]

Scott,

There is a bug report for this --
https://bugs.launchpad.net/evergreen/+bug/1715697

It is very problematic. Many of or libraries have more than 5 branches and
this bug makes it impossible for them to use the web client



J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 150
Atlanta, GA 30045

404.235.7128 Office
404.548.4241 Cell
404.235.7201 FAX

On Thu, Mar 29, 2018 at 10:11 AM, scott.tho...@sparkpa.org <
scott.tho...@sparkpa.org> wrote:

> I just had this reported to me, and it does seem to be problematic. Many
> of our libraries use Holdings Maintenance in XUL as the first step in
> adding volumes and copies. This works out well because, even if a given
> library system has no volumes or copies under a given title, the org unit
> tree for that system appears in Holdings Maintenance and you can easily add
> volumes / copies to a specific branch. This tree does not appear in the Web
> Client so adding volumes to a branch requires several more steps as a user
> is forced to select the branch org unit at several junctures.  Am I missing
> something? Has anyone else noticed this?
>
> Scott
>
>
>
>
>
> Scott Thomas
>
> Executive Director
>
> *PaILS / SPARK*
>
> (717) 873-9461
>
> scott.tho...@sparkpa.org
>
> Stay informed! Join the SPARK-User Email List:
>
> https://mail.palibrary.org/mailman/listinfo/spark-users
>
> [image: Description: Description: Training | SPARK – Pennsylvania's
> Statewide Library System] <http://www.palibrary.org/pails/>
>
>
>

Re: [OPEN-ILS-GENERAL] Possible Web Client Bug: Copy Buckets

[Elaine Hardy]

I got a report of this yesterday from one of our catalogers. I haven't had
a chance to look into it yet to see what order it loads the bucket from
item status but she thought it was reverse from the item status. She was
trying to get a correct count of items in a bucket since deleted items
loaded by file and then sent to a bucket don't display but are in the count
for the bucket. She ended up uploading the file into item status twice and
the order was different each time



J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 150
Atlanta, GA 30045

404.235.7128 Office
404.548.4241 Cell
404.235.7201 FAX

On Thu, Mar 22, 2018 at 3:21 PM, scott.tho...@sparkpa.org <
scott.tho...@sparkpa.org> wrote:

> Has anyone else run into this? In XUL, if you add barcodes to Copy Buckets
> by scanning them into Pending Copies, they keep getting added to the top of
> the list unless you choose an alternate sort. In other words, the default
> sort is reverse time entered. In the Web Client, well, first there are no
> column sort options, but, when you scan in the barcodes, they appear in an
> order that seems random (at least I’ve been unable to deduce the logic). Am
> I missing something?
>
>
>
> Scott
>
>
>
> Scott Thomas
>
> Executive Director
>
> *PaILS / SPARK*
>
> (717) 873-9461
>
> scott.tho...@sparkpa.org
>
> Stay informed! Join the SPARK-User Email List:
>
> https://mail.palibrary.org/mailman/listinfo/spark-users
>
> [image: Description: Description: Training | SPARK – Pennsylvania's
> Statewide Library System] <http://www.palibrary.org/pails/>
>
>
>

Re: [OPEN-ILS-GENERAL] HTML entities in MARC Record editor

[Elaine Hardy]

Jason,

Dan is correct --   appears rather than an & because at some point the
symbol is not interpreted correctly or someone copy and pasted information
from another source into a bib record and didn't notice & didn't render
correctly.   can also be the result of an OCR program not correctly
interpreting the scan. We used to see it much more often. It is in 520s and
505s since they are often copied and pasted or scanned.

There are also occasions where utf-8 translation of diacritics and other
special characters doesn't happen correctly and the codes display in the
bib record. OCLC did an upgrade once that caused the problem for record
imported with the Z39.50 gateway. Evergreen had a bug many versions ago as
well that didn't display such characters correctly

When I find records what don't correctly display, I overlay a more current
record from OCLC. If it is an scanning or copy and paste issue, I usually
have to correct it in OCLC first (our only source of bib records is OCLC).
While the display isn't as desired, if it isn't causing any search and
retrieval issue, we just handle it serendipitously.

Elaine



J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 150
Atlanta, GA 30045

404.235.7128 Office
404.548.4241 Cell
404.235.7201 FAX

On Wed, Mar 21, 2018 at 10:29 AM, Josh Stompro <stomp...@exchange.larl.org>
wrote:

> Hello Dan,
>
>
>
> We are still on 2.10 using the XUL client, so maybe the 520 display
> anomaly has been fixed in a later version.  I’ll make a note to check back
> once we are on a more modern version.
>
>
>
> Would it be accurate to say that characters like & in the marc editor are
> encoded as html entities in the biblio.record_entry.marc since they are
> stored as marc xml?
>
>
>
> The record that I was looking at was one of the free overdrive records,
> which are very very very rough, so it wouldn’t surprise me that they are
> grabbing the 520 from a web page and not being very careful with encoding.
> I just looked for occurrences of ‘amp’ and there are only 344 of them
> and all but 3 are from the free overdrive records.  There are also quite a
> few instances(6000) of #8212; (em dash), again they are all the free
> overdrive records.  I guess we get what we pay for.
>
>
>
> I’m tempted to just use regexp_replace against biblio.record_entry to try
> and clean these up, like the example here: https://wiki.evergreen-ils.
> org/doku.php?id=scratchpad:random_magic_spells#how_to_
> prune_a_tag_under_the_hood
>
>
>
> Josh Stompro - LARL IT Director
>
>
>
> *From:* Open-ils-general [mailto:open-ils-general-
> boun...@list.georgialibraries.org] *On Behalf Of *Dan Scott
> *Sent:* Tuesday, March 20, 2018 4:23 PM
> *To:* Evergreen Discussion Group <open-ils-general@list.
> georgialibraries.org>
> *Subject:* Re: [OPEN-ILS-GENERAL] HTML entities in MARC Record editor
>
>
>
> Hi Josh:
>
> Quick question: XUL or web staff client? And version?
>
>
>
> In theory, what you see is what you should get - MARC has no idea what
> HTML entities are, so "" in the editor should be displayed as ""
> (properly escaped, of course) in the catalogue.
>
> If you see amp; in the biblio.record_entry.marc, it may be the result
> of corrupted catalogue enrichment efforts (e.g. grabbing the summary for a
> book from a website via a script with a bug), and thus should just be
> corrected directly to "&". Unless it's a deliberately torturous book title
> like "Escaping  amp; other Secure Web Practices" :)
>
> If  in the MARC shows up as just & in the 520 catalogue output, it
> sounds like there might be a bug for us to track down...
>
>
>
> Thanks,
>
> Dan
>
>
>
> On Tue, Mar 20, 2018 at 9:50 PM, Josh Stompro <stomp...@exchange.larl.org>
> wrote:
>
> Hello, could someone give me some pointers in regards to html entities in
> marc data?  Sometimes I see  used in 490a data and displayed as 
> in the evergreen marc editor, and in the catalog it is displayed as 
> and not as &.
>
>
>
> We also see things like a 520 that contains  but it does get
> displayed as & in the catalog?
>
>
>
> And when I look at the biblio.record_entry.marc It looks like  in the
> editor gets encoded as amp;, so is this a double encoding error?
> Should I ever see html entities when looking at marc data in the editor?
>
>
>
> If those should be cleaned up, anyone have any magic spells/queries for
> doing so?
>
> Thanks
>
> Josh
>
>
>
> Lake Agassiz Regional Library - Moorhead MN larl.org
>
> Josh Stompro | Office 218.233.3757 EXT-139 <(218)%20233-3757>
>
> LARL IT Director | Cell 218.790.2110 <(218)%20790-2110>
>
>
>
>
>

Re: [OPEN-ILS-GENERAL] Open-ils-general Digest, Vol 140, Issue 9

[Elaine Hardy]

I think the proposed changes to the display would be good. As would the
addition of navigation from within records.



J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 150
Atlanta, GA 30045

404.235.7128 Office
404.548.4241 Cell
404.235.7201 FAX

On Tue, Feb 6, 2018 at 3:56 PM, Sarah Childs <sar...@zionsvillelibrary.org>
wrote:

> These proposed changes seem unobjectionable to me. For my purposes, it
> makes it neither worse, nor significantly better. I'm not highly concerned
> about having a lot of room for my search results to be listed, because most
> of the searches I perform retrieve fewer than five results. If a search has
> more results than that, the time consuming part is not scrolling, it's
> examining each record to evaluate and compare them. So I still think being
> able to arrow through the records in display view would be a much more
> useful, functional change than making more room for the list of records.
>
> On Tue, Feb 6, 2018 at 2:59 PM, Jeanette Lundgren <jlundg...@cwmars.org>
> wrote:
>
>> Here is a link to a screenshot of the current Z39.50 search query and a
>> mockup of what a horizontal display (modeled after the patron search) might
>> look like.
>>
>> https://docs.google.com/document/d/17_2g_W6qZGufwdOuMLP0hRXv
>> i7yTssMpuYw2rianMJQ/edit?usp=sharing
>>
>> Thanks for your feedback!
>> Jeanette
>>
>> On Tue, Feb 6, 2018 at 1:24 PM, Jeanette Lundgren <jlundg...@cwmars.org>
>> wrote:
>>
>>> Hi Sarah,
>>> Thank you for the feedback.
>>>
>>> I'm using a 20" horizontal monitor (about 10.5" tall x 18" wide) at 1280
>>> x 1024 resolution.
>>> On the Z39.50 Query screen, I can see the query form, search buttons and
>>> 7 rows of the search result
>>> On the patron search screen, I can see the search form, search buttons
>>> and 21 rows of the search result and when minimized I can see 28 rows
>>> before having to scroll.
>>>
>>> I know scrolling largely depends on monitor size and resolution.  The
>>> library staff member who brought this up needs to use a bigger font for
>>> vision and she finds on her resolution she has to scroll just to see/click
>>> the search button.
>>>
>>> I'm curious to know if anyone else has had this issue reported and if
>>> you think making the two interfaces more consistent would be beneficial.
>>> Thanks!
>>>
>>> On Tue, Feb 6, 2018 at 12:00 PM, <open-ils-general-request@list
>>> .georgialibraries.org> wrote:
>>>
>>>> Send Open-ils-general mailing list submissions to
>>>> open-ils-general@list.georgialibraries.org
>>>>
>>>> To subscribe or unsubscribe via the World Wide Web, visit
>>>> http://libmail.georgialibraries.org/mailman/listinfo/open-il
>>>> s-general
>>>> or, via email, send a message with subject or body 'help' to
>>>> open-ils-general-requ...@list.georgialibraries.org
>>>>
>>>> You can reach the person managing the list at
>>>> open-ils-general-ow...@list.georgialibraries.org
>>>>
>>>> When replying, please edit your Subject line so it is more specific
>>>> than "Re: Contents of Open-ils-general digest..."
>>>>
>>>>
>>>> Today's Topics:
>>>>
>>>>1. Opportunity for donated booth at Southern California Linux
>>>>   Expo (Kathy Lussier)
>>>>2. Re: Web Client - Z39.50 Interface (Sarah Childs)
>>>>
>>>>
>>>> --
>>>>
>>>> Message: 1
>>>> Date: Mon, 5 Feb 2018 12:03:24 -0500
>>>> From: Kathy Lussier <kluss...@masslnc.org>
>>>> To: 'Evergreen Discussion Group'
>>>> <open-ils-general@list.georgialibraries.org>
>>>> Subject: [OPEN-ILS-GENERAL] Opportunity for donated booth at Southern
>>>> California Linux Expo
>>>> Message-ID: <2bfbf865-957a-e4d5-1901-c499d5794...@masslnc.org>
>>>> Content-Type: text/plain; charset=utf-8; format=flowed
>>>>
>>>> Hi all,
>>>>
>>>> One of the organizers from the Southern California Linux Expo contacted
>>>> us via the Evergreen Facebook page to ask if the Evergreen project would
>>>> be interested in a donated booth at the conference to help promote the
>>>> project to attendees. If there is anyone in the area who might be
>>>> interested in attending the conference and talking about Evergreen at a
>>>> booth, feel free to send me an email directly. The Outreach Committee
>>>> would be able to send you some materials for the booth.
>>>>
>>>> Kathy
>>>>
>>>> --
>>>> Kathy Lussier
>>>> Project Coordinator
>>>> Massachusetts Library Network Cooperative
>>>> (508) 343-0128
>>>> kluss...@masslnc.org
>>>> Twitter: http://www.twitter.com/kmlussier
>>>>
>>>>
>>>>
>>>> --
>>>>
>>>> Message: 2
>>>> Date: Mon, 5 Feb 2018 12:41:14 -0500
>>>> From: Sarah Childs <sar...@zionsvillelibrary.org>
>>>> To: Evergreen Discussion Group
>>>> <open-ils-general@list.georgialibraries.org>
>>>> Subject: Re: [OPEN-ILS-GENERAL] Web Client - Z39.50 Interface
>>>> Message-ID:
>>>> 

Re: [OPEN-ILS-GENERAL] Are folks still interested in Evergreen for Academics?

[Elaine Hardy]

I like the idea of calling it the Student Success Interest Group, or
something along those lines. I think that would bridge all library types
and how their service supplies the information needs of all students at all
levels. And it wouldn't preclude discussing the differences in how that
service is defined for different types of students.



J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 150
Atlanta, GA 30045

404.235.7128 Office
404.548.4241 Cell
404.235.7201 FAX

On Fri, Jan 12, 2018 at 10:19 AM, Jane Sandberg <sand...@linnbenton.edu>
wrote:

> Your point is well taken, Ruth.  I'm very grateful for your email.
>
> I also wouldn't want to see a separate academic fork of Evergreen.  I feel
> very fortunate to work in a library that blends approaches that are
> typically associated with both academic and public libraries.  There are
> many libraries that blend these approaches even further: tribal college
> libraries that also serve as the public libraries *and* archives of their
> communities jump to mind as really successful examples.
>
> At the same time, there are many ways that Evergreen could better help our
> Library bolster student success. I believe that there is value in
> discussing these with other folks who share a student success lens.
>
> I imagine that this group would convene discussions both by itself and
> with the larger Evergreen community.  I agree with Kathy; I don't see a
> need for a separate email list at this time.  I also suspect that this
> group would find itself building coalitions not just with the public
> libraries that use Evergreen, but also with the primary and secondary
> schools that use Evergreen, the special libraries that use Evergreen, and
> with libraries that don't fit into the way we historically categorize
> libraries here in the United States.
>
> I am very open to ideas about how to *not* reinforce the silo approach,
> while still being able to have really in-depth, student-centered
> discussion.  For starters, how would folks feel about changing the group's
> name to something like the Student Success Interest Group?
>
> Thanks also to Jennifer, Kathy, Ron, and Jim for your interest and
> contributions to this discussion. :-)
>
> On Fri, Jan 12, 2018 at 6:20 AM, James Keenan <jkee...@cwmars.org> wrote:
>
>> For the sake of the academic libraries in C/W MARS, I'm interested. I
>> think it's important in general, though, not to separate academics and
>> publics and create small, unintended exclusion zones based on type of
>> institution.
>>
>> Jim
>>
>> On Fri, Jan 12, 2018 at 8:55 AM, Gagnon, Ron <gag...@noblenet.org> wrote:
>>
>>> Academic libraries are an important part of our consortium and we are
>>> interested in improving usability for academic libraries, and attracting
>>> more to Evergreen.
>>> Ron
>>>
>>> On Thu, Jan 11, 2018 at 8:19 PM, Jane Sandberg <sand...@linnbenton.edu>
>>> wrote:
>>>
>>>> Hi Evergreeners,
>>>>
>>>> A while back, there was a great group of folks at academic
>>>> institutions who were discussing issues of interest to academic
>>>> libraries that use Evergreen (e.g. course reserves, cataloging and
>>>> display needs, workflows, integration with campus systems).
>>>>
>>>> There's some documentation of this group here:
>>>> https://wiki.evergreen-ils.org/doku.php?id=evergreen_for_academics
>>>>
>>>> Would folks be interested in seeing this group return?  If so, what
>>>> sorts of activities and/or discussions do you think would be fruitful
>>>> for this group to engage in?
>>>>
>>>> Thanks,
>>>>
>>>> -Jane
>>>>
>>>>
>>>> --
>>>> Jane Sandberg
>>>> Electronic Resources Librarian
>>>> Linn-Benton Community College
>>>> sand...@linnbenton.edu / 541-917-4655
>>>> Pronouns: she/her/hers or they/them/theirs
>>>>
>>>
>>>
>>>
>>> --
>>> Ronald A. Gagnon
>>> Executive Director
>>> North Of Boston Library Exchange (NOBLE)
>>> Danvers, Massachusetts  01923
>>> 978-777-8844 <(978)%20777-8844>
>>> www.noblenet.org
>>>
>>
>>
>>
>> --
>>
>> [image: EmailLogo]
>>
>>
>> *Jim Keenan*
>>
>> Library Applications Supervisor | C/W MARS
>>
>> 67 Millbrook Street, Suite 201, Worcester, MA 01606
>> <https://maps.google.com/?q=67+Millbrook+Street,+Suite+201,+Worcester,+MA+01606=gmail=g>
>>
>> 508-755-3323 x 323 | http://www.cwmars.org
>>
>
>
>
> --
> Jane Sandberg
> Electronic Resources Librarian
> Linn-Benton Community College
> sand...@linnbenton.edu / 541-917-4655 <(541)%20917-4655>
> Pronouns: she/her/hers or they/them/theirs
>

Re: [OPEN-ILS-GENERAL] Web Client and 3.0

[Elaine Hardy]

Scott,

We are testing 3.0 as the web client and have found one serious issue in
cataloging. When importing records via the Z39.50 interface, under certain
circumstances the collision detection does not work and a record with a
duplicate title control number from OCLC can be imported. See
https://bugs.launchpad.net/evergreen/+bug/1724321  This will prevent PINES
catalogers from using the web client. I have not tested in the 3.0 XUL
client yet to see if it is also a bug there.

There are instances, such as overlaying records, where there is no
acknowledgement that an action is completed (I think there is a bug report
for this but I don't have the link.) Nor does the bib record redisplay as
with the XUL clients.

Mark for overlay doesn't clear at overlay and is retained until another
record is marked. If you have a tab opened with the Z39.50 interface,
marking a new item for overlay does not clear in that tab. You have to
refresh, losing any search you may have done.
https://bugs.launchpad.net/evergreen/+bug/1710401 and
https://bugs.launchpad.net/evergreen/+bug/621459

There are other usability issues that we have identified but I need to
further confirm before I open bug reports.

I have not begun testing printing spine labels so I can't speak to how that
works yet.

Elaine




J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 150
Atlanta, GA 30045

404.235.7128 Office
404.548.4241 Cell
404.235.7201 FAX

On Mon, Oct 30, 2017 at 8:33 AM, scott.tho...@sparkpa.org <
scott.tho...@sparkpa.org> wrote:

> Hi,
>
>Is anyone using the web client in production against 3.0? If so, I have
> a few questions:
>
>
>
> 1.   I know receipt templates will need to be recreated manually. Are
> there any other similar configuration-related gotchas?
>
> 2.   Can Serials and Acquisitions be used?
>
> 3.   Have you discovered any serious problems?
>
>
>
> Thank you,
>
> Scott
>
>
>
>
>
> Scott Thomas
>
> Executive Director
>
> *PaILS / SPARK*
>
> (717) 873-9461
>
> scott.tho...@sparkpa.org
>
> Stay informed! Join the SPARK-User Email List:
>
> https://mail.palibrary.org/mailman/listinfo/spark-users
>
> [image: Description: Description: Training | SPARK – Pennsylvania's
> Statewide Library System] <http://www.palibrary.org/pails/>
>
>
>

Re: [OPEN-ILS-GENERAL] Reading History opt in on patron application

[Elaine Hardy]

​
​​
​From ALA's statement on privacy:


"In all areas of librarianship, best practice leaves the user in control of
as many choices as possible. These include decisions about the selection
of, access to, and use of information. Lack of privacy and confidentiality
has a chilling effect on users’ choices. All users have a right to be free
from any unreasonable intrusion into or surveillance of their lawful
library use."
http://www.ala.org/advocacy/intfreedom/librarybill/interpretations/privacy

There may also be local and state laws that govern how a patron opts out of
something that effects their privacy.

Rather than creating a potential avenue that would compromise patron
confidentiality, I think it more appropriate to train front line staff to
inform patrons of this functionality and give them instructions on how to
utilize it. If the patron then needs further assistance, it can be given.​



J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 150
Atlanta, GA 30045

404.235.7128 Office
404.548.4241 Cell
404.235.7201 FAX

On Wed, Oct 18, 2017 at 6:05 PM, Rogan Hamby <rha...@equinoxinitiative.org>
wrote:

> There's a lot to think about here.  I do like the idea of the setting
> being on the patron registration page so that staff can turn it on and off
> for patrons as an assistance.  Actually, I think we should have had that
> for a long time now.  If you're doing this as a local hack how you do it is
> certainly up to you but if it's an actual change to Evergreen code the idea
> of tying it to a nightly cron job unnecessary.  There is a question about
> if older circs should get fed in but that might be tangential here and more
> about how the reading history works.
>
> I'm not fond of giving staff access to the history though.  Staff trusted
> with reporter permissions can do that anyway, to the extent that you
> haven't aged out circulations anyway.  It feels like an unnecessary
> threshold to cross or at least one that we shouldn't cross, on principle.
> It does mean that patrons that want staff to see their reading history have
> to go to the step of giving it in some form to the staff but I feel like
> that's an acceptable price to pay for privacy.  But I know that some
> communities will probably see me as paranoid in that regard.
>
> If it was implemented I feel library options, patron toggling, protection
> for patron toggles, etc... would be needed.  It would be it's own viper
> nest of issues to sort through.
>
>
>
>
> Rogan Hamby
>
> Data and Project Analyst
>
> Equinox Open Library Initiative
>
> phone:  1-877-OPEN-ILS (673-6457)
>
> email:  ro...@equinoxinitiative.org
> web:  http://EquinoxInitiative.org
>
> On Wed, Oct 18, 2017 at 2:44 PM, Josh Stompro <stomp...@exchange.larl.org>
> wrote:
>
>> Hello, we are running into the fact that many of our patrons that want to
>> make use of a reading history, don’t find out about it until long after
>> they sign up for an account. Many of these patrons are also non
>> computer/online catalog users, so there is no chance that they would ever
>> find the option to enable it themselves, and even if they knew about it,
>> they wouldn’t be able to set it themselves.  So they find out about it
>> after talking with staff, and then get mad when they find out that it will
>> only have their history starting at the point they sign up.  Since they
>> don’t use computers, they need staff to walk them through (do it for them)
>> logging into their account and finding the option, so it would be handy if
>> staff could just do it for them.
>>
>>
>>
>> We could set the library setting to default the checkout history to being
>> enabled, but we really don’t want to make that decision for everyone, and
>> then put the onus on them to figure out how to use the catalog to turn it
>> off.
>>
>>
>>
>> So we are considering adding an opt in checkbox to the patron
>> application, along with a user setting that staff can check, to allow staff
>> to enable the circ history at patron registration time.  The user setting
>> being checked or unchecked would trigger a nightly process that would
>> enable/disable the reading history for that account.
>>
>>
>>
>> In theory, this could result in a customer saying that they never signed
>> up for the feature, saying that staff did it on their own.  But since it is
>> already trivially easy for staff to log into the catalog as a customer, it
>> seems like that would already be a problem.  (staff know what the default
>> pin numbers are based on, or could just change the pin, a customer that
>> never uses the catalog wo

Re: [OPEN-ILS-GENERAL] Question about a small library without a catalog to migrate

[Elaine Hardy]

I want to echo Janet on not barcoding first and cleaning up inconsistent
call numbers or shelving locations as you go. You would only barcode first
if you had smart barcodes. A book left on the shelves with no barcode is a
good visual cue that it may not be in the bib database.

Also consider reassigning call numbers if you have areas that follow
outdated practice (for example, Dewey libraries used to class all books
about Native Americans in 970.1-970.6).  Develop local practices on
assigning call numbers and cutters and write them up!

Keep in mind that even correcting inconsistent call numbers may mean that
the books won't go back on the shelf in the order they came off, so plan
how you will handle books that are out of the range you are working on.

As Deborah said, keeping the library invisible and nonholdable until
everything is cataloged is best. Even then, make sure you have clear
guidelines on how to handle the inevitable uncataloged item that makes it
to the circ desk.



J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 150
Atlanta, GA 30045

404.235.7128 Office
404.548.4241 Cell
404.235.7201 FAX

On Wed, Sep 13, 2017 at 2:59 PM, Janet Schrader <jschra...@cwmars.org>
wrote:

> Hi Rose,
>
> I've worked with several libraries that added collections manually.
>
> Weeding is an excellent first step. Then deciding on locations. I
> recommend the fewer the better and use call numbers to designate where in
> the location items are.
>
> Do *not* barcode first. Barcode as the items are entered into the system.
> If you barcode first you won't know what's in or not (know this from
> experience). Also be sure not to confuse patron barcodes with item ones.
>
> Buy a scanner(s) that will read the ISBNs or UPC codes on the items and
> the barcodes you're using.
>
> Make sure the item templates are correct and everyone adding items uses
> the same ones. Create a set and export/import if there's more than one
> login.
>
> I think the easiest thing to start with is adult fiction. These titles are
> usually very straight forward. Then adult nonfiction, juvenile fiction and
> nonfiction, picture books, audiobooks, paperbacks, DVDs, and music CDs. I
> think that's the order of complexity for identifying matching bib records.
>
> Get a sheet or sheets of bright construction paper and use it to stick
> between the last item entered and the next. That way if more than one
> person works on the collection each knows where to continue.
>
> If you have to use volunteers, use ones you can trust to follow the rules,
> no deviations in how to enter call numbers, consistent schedule for
> working.
>
> If call number patterns are not consistent, now's a great time to make
> sure they are. I'm working with a library now that had 6 different patterns
> for audiobook and 5 different ones for picture book.
>
> You can run a report and open it in Excel to sort by barcodes, helps to
> find incorrect ones that are too long or too short or are ISBNs (it
> happens).
>
>
>
> Janet
>
> On Wed, Sep 13, 2017 at 1:50 PM, Schooff, Rose (LVA) <
> rose.scho...@lva.virginia.gov> wrote:
>
>>
>> Up until now we have only dealt with libraries that had established
>> catalogs.  I now have a very small library that only has a card catalog and
>> their books are not barcoded.
>>
>> Where do I start?  I know the new librarian has started with weeding and
>> that is always my first suggested step.
>>
>> Do we barcode the books first or as they are added to the Virginia
>> Evergreen Libraries catalog?
>>
>> I would think they would register patrons as they borrow books.
>>
>> Any help would be appreciated.  Thanks.
>>
>> —
>> Rose M. Schooff
>> Technology Consultant
>> Library Development and Networking
>> The Library of Virginia
>> 800 E. Broad Street
>> Richmond, VA  23219
>> 804-692-3772 <(804)%20692-3772>
>> 804-310-7901 <(804)%20310-7901>
>>
>>
>
>
> --
> Janet Schrader
> BIbliographic Services Supervisor
> C/W MARS Inc.
> 67 Millbrook Street, Suite 201
> Worcester, MA
> tel: 508-755-3323 ext. 325 <(508)%20755-3323>
> fax: 508-757-7801 <(508)%20757-7801>
>
>

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

[Elaine Hardy]

A no anywhere over rides a yes any where. If your item attributes say yes,
if the shelving location or the item status definition says no, the item
will be invisible.

Elaine



J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 150
Atlanta, GA 30045

404.235.7128 Office
404.548.4241 Cell
404.235.7201 FAX

On Mon, Aug 7, 2017 at 3:19 PM, Deborah Luchenbill <
debo...@mobiusconsortium.org> wrote:

> Hi Don,
>
> It could be a few things.  If you look at the Copy Editor, do the items
> say OPAC visible?  Also, is the shelving location they are on OPAC visible
> (Local Admin--Copy Locations Editor)?  And, finally, is the status OPAC
> visible (System Admin--Copy Statuses)?
>
> Any/all of those things could make an item OPAC-invisible.
>
> Sincerely,
> Debbie
>
>
> Debbie Luchenbill
> Evergreen Coordinator
> MOBIUS
> 111 E. Broadway, Ste. 220
> Columbia, MO  65203
> deb...@mobiusconsortium.org <debo...@mobiusconsortium.org>
> 573-234-4914 <(573)%20234-4914>
> https://mobiusconsortium.org <http://mobiusconsortium.org>
> Missouri Evergreen Help Desk: h...@mobiusconsortium.org / 877-312-3517
> <(877)%20312-3517>
> http://libraries.missourievergreen.org
>
> On Mon, Aug 7, 2017 at 1:50 PM, Donald Butterworth <don.butterworth@
> asburyseminary.edu> wrote:
>
>> Hi All,
>>
>> We are finding that some of our titles show in the Staff Client but do
>> not show n the OPAC. One example of this: titles that have a copy record
>> Status "New Book".
>>
>> The only titles we want hidden are deleted titles. Everything else we
>> want to display. What value do we need to change to make this happen?
>>
>> Thanks!
>>
>> Don
>>
>> --
>> Don Butterworth
>> Collection Management Librarian /
>> Faculty Associate
>> B.L. Fisher Library
>> Asbury Theological Seminary
>> don.butterwo...@asburyseminary.edu
>> (859) 858-2227
>>
>
>

Re: [OPEN-ILS-GENERAL] Acquisitions Interest Group meeting minutes & request for dedicated Acquisitions Listserv

[Elaine Hardy]

I've put in a request for the list to be created.

Elaine



J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 150
Atlanta, GA 30045

404.235.7128 Office
404.548.4241 Cell
404.235.7201 FAX

On Thu, Apr 27, 2017 at 11:19 AM, Kathy Lussier <kluss...@masslnc.org>
wrote:

> Ideally, a process would come before a new list, but given that this is
> the third time in my memory that there has been discussion of an
> acquisitions list, I have no objections.
>
> Kathy
>
> On 04/27/2017 10:58 AM, Leslie St. John wrote:
>
> This is not the first time the group has discussed or requested a separate
> mailing list.This keeps coming up because when the group meets there is
> indication that if we had the list more users would become more vocal,
> which is really something we need to facilitate.   I've noticed that most
> of the no's are coming from people who aren't acquisitions users.  Why
> can't we at least try it out? If we need guidelines to surround this
> process, fine, but let's make them so they allow the possibility.
> Thanks for listening,
> my 2 cents,
> Leslie
>
> Leslie St. John
> *PINES Services Specialist*
> Georgia Public Library Service
> 1800 Century Place, Suite 150
> Atlanta, GA 30345-4304
> 404-235-7129 <(404)%20235-7129> tel
> 404.235.7201 <(404)%20235-7201> fax
> www.georgialibraries.org
> www.gapines.org
>
> On Wed, Apr 26, 2017 at 1:31 PM, Kathy Lussier <kluss...@masslnc.org>
> wrote:
>
>> Hi all,
>>
>> I'm just catching up to this email thread now. I also saw that there was
>> a similar request for a circulation list that was briefly discussed in IRC
>> last week.
>>
>> There seems to be two schools of thought in the community about mailing
>> lists. There are a lot of people who would like to see most of the
>> discussions happening on just one or two lists so that nobody is missing
>> out on information that may be important to them. The volume of discussion
>> in the community is certainly small enough to support the idea of using
>> just one or two lists for all of our communication.
>>
>> We also have people who prefer to communicate on topical lists that
>> pertain to their area of focus.
>>
>> I'm one of those people who would prefer that all Evergreen discussions
>> happen on the general list, but I'm also a person who feels comfortable
>> posting to the general list. When the catalogers list was created a few
>> years ago, I noticed a couple of people posting to the list who I had
>> previously rarely seen posting on the general list. I think that's one
>> value to creating these topical lists. No matter how much we tell people
>> they should feel comfortable posting on any Evergreen-related topic to the
>> general list, there will always be people who feel a little intimidated
>> about posting to a list the goes out to the entire Evergreen community. If
>> a new list gets more people comfortable with participating in the
>> community, I consider it a win.
>>
>> Although I also sometimes hear concerns that talking too much on a given
>> topic might clog up another list, I've ever heard anyone complain about
>> this issue. It would be good to know if there are people who do indeed
>> think there is too much traffic coming from their Evergreen list
>> discussions, but I personally find the volume very low.
>>
>> Another factor to consider is that topical lists might give people a
>> feeling that there is a place for them in the community. Since we have
>> already created lists for reports and cataloging, I can see why community
>> members might hope there is a similar communication platform for other
>> topical areas.
>>
>> What we seem to be lacking is any kind of process for requesting new
>> lists or guidelines about when a new list is warranted. With no process, my
>> concern is that this request and the circ request will just die with no
>> definitive answer. A clear 'no' answer with reasons why the list will not
>> be created is better than no answer at all.
>>
>> I've looked around and found a couple of other communities that have some
>> kind of language around new lists.
>>
>> Debian - https://www.debian.org/MailingLists/HOWTO_start_list (very
>> vague)
>> One Laptop Per Child - http://wiki.laptop.org/go/Mail
>> ing_lists#Starting_a_new_list
>>
>> If you all think this is a good idea, I would be willing to work on
>> coming up with some guidelines. Also, let me know if you are interested in
>> helping out.
>>
>> Kathy
>>
>>
>>

Re: [OPEN-ILS-GENERAL] Acquisitions Interest Group meeting minutes & request for dedicated Acquisitions Listserv

[Elaine Hardy]

Christine,

Works for me

Elaine



J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 150
Atlanta, GA 30045

404.235.7128 Office
404.548.4241 Cell
404.235.7201 FAX

On Thu, Apr 20, 2017 at 5:59 PM, Christine Burns <
christine.bu...@bc.libraries.coop> wrote:

> Hello
>
> The Acquisitions Interest Group is requesting an Acquisitions specific
> listserv.  Currently Acquisitions falls under the Cataloguers list with the
> rest of technicial services.  During the Acquisitions Interest Group
> meeting at the Evergreen Conference this month the group discussed the need
> for an Acquisitions specific listserv to facilitate AIG activity. We are
> anticipating an increased amount of Acquisitions specific discussions
> during the Angularization of the Acquisitions module in the web client.
>
> This topic is open for discussion please voice your opinion by *Friday
> May 5th*.
>
> A copy of the meeting minutes can be found on the Acquisitions Interest
> Group wiki page here - https://wiki.evergreen-ils.
> org/doku.php?id=acq:interest-group
>
> Thank you
> Christine
>
> --
> Christine Burns
> Co-op Support
> BC Libraries Cooperative
> Ph: 1-888-848-9250 
> <(888)%20848-9250>https://bc.libraries.coophttps://status.libraries.coop/
>
>

Re: [OPEN-ILS-GENERAL] Evergreen Community Reports page

[Elaine Hardy]

Thanks Kathy!

I have updated the OCLC record with the new URL -- #947717620 for those
with access.

Elaine



J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 150
Atlanta, GA 30045

404.235.7128 Office
404.548.4241 Cell
404.235.7201 FAX

On Fri, Apr 14, 2017 at 3:13 PM, Kathy Lussier <kluss...@masslnc.org> wrote:

> Hi all,
>
> I just want to let everyone know that I created a page on the Evergreen
> web site that will link to the community's annual reports. Elaine Hardy
> asked that we create the page last year to be used in the OCLC record for
> the report, and I've just now gotten around to creating it.
> https://evergreen-ils.org/about-us/annual-reports/
>
> The 2016 report, released at the conference last week, as well as the 2015
> report have been added to the page.
>
> Thanks again to everyone who helped in the creation of the 2016 report!
>
> Kathy
>
> --
> Kathy Lussier
> Project Coordinator
> Massachusetts Library Network Cooperative
> (508) 343-0128
> kluss...@masslnc.org
> Twitter: http://www.twitter.com/kmlussier
>
>

[OPEN-ILS-GENERAL] Fwd: [OCLC-CAT] OCLC System Alert: Z39.50 Cataloging diacritics/special characters

[Elaine Hardy]

Good news!


J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 150
Atlanta, GA 30045

404.235.7128 Office
404.548.4241 Cell
404.235.7201 FAX

-- Forwarded message --
From: System Alerts <system_ale...@oclc.org>
Date: Wed, Mar 22, 2017 at 3:10 PM
Subject: [OCLC-CAT] OCLC System Alert: Z39.50 Cataloging diacritics/special
characters
To: oclc-...@oclc.org


*OCLC System Alert*

*Posted:* 3/22/2017 3:10:00 PM ET

*Z39.50 Cataloging diacritics/special characters*

*Alert Status:* Condition reported

*Affected Services:*
Z39.50 Cataloging

*Description:*
OCLC will install a fix at 9:00pm US Eastern time on Wednesday, March 22 to
correct the Z39.50 Cataloging display issues some users have been
experiencing when searching WorldCat from their Z39.50 client. This install
will correct the current display issues and will also include a new change
to properly display NCRs for characters outside the MARC-8 character set
when using the MARC-8 for character set negotiation. Z39.50 Cataloging will
be unavailable during this time.
--
OCLC system alerts are posted to http://www.oclc.org/support/
systemalerts.en.html

*system_ale...@oclc.org <system_ale...@oclc.org> is a post-only e-mail
address. Please direct all system alert inquiries to OCLC Customer Support
at 1-800-848-5800 <(800)%20848-5800> (USA) or +1-614-793-8682
<(614)%20793-8682>.*


Please do not reply to this message, if you need support assistance you may
reach us at supp...@oclc.org.

Thank you,
OCLC Support
OCLC
6565 Kilgour Place, Dublin, OH 43017-3395
http://www.oclc.org/**
** This message was posted through the
OCLC list server. If you wish to change your subscription, please send a
message to lists...@oclc.org with one of the following in the body of the
message: "unsubscribe OCLC-Cat" to unsubscribe "set OCLC-Cat digest" to
receive OCLC-Cat in digest form "set OCLC-Cat nomail" to set your options
to no mail "set OCLC-Cat mail" to restart your mail You may also subscribe
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https://www3.oclc.org/app/listserv/. To contact the list owners directly
please send your message to oclc-cat-requ...@oclc.org

Re: [OPEN-ILS-GENERAL] z39.50 character set negotiation?

[Elaine Hardy]

OH NO!

Can you use Vandeley for the duration of the error? Before I reported the
problem with OCLC I used it to overlay a record to check if the issue was
more widespread than the Z39.50 interface. Diacritics were fine.

Elaine



J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 150
Atlanta, GA 30045

404.235.7128 Office
404.548.4241 Cell
404.235.7201 FAX

On Wed, Mar 22, 2017 at 11:48 AM, Jane Sandberg <sand...@linnbenton.edu>
wrote:

> Thanks, Elaine and Galen!  I did submit a launchpad bug
> (https://bugs.launchpad.net/evergreen/+bug/1675074), please feel free
> to comment on or refine it.
>
> And here's hoping that OCLC fixes this soon!  It happened while we
> were in the middle of a Spanish-language cataloging project; not a
> great time for diacritics issues. :-(
>
> On Wed, Mar 22, 2017 at 6:15 AM, Galen Charlton
> <g...@equinoxinitiative.org> wrote:
> > Hi,
> >
> > On Tue, Mar 21, 2017 at 5:36 PM, Jane Sandberg <sand...@linnbenton.edu>
> wrote:
> >> Is there an Evergreen setting somewhere that would specify a charset
> >> and fix this problem?
> >
> > Not at present. Hopefully OCLC will revert their change soon, but it
> > would be handy to teach Evergreen Z39.50 client configs about server
> > character encodings as there are certainly targets out there that
> > default to neither MARC-8 or UTF8. I suggest opening a Launchpad bug
> > if you haven't done so already.
> >
> > Regards,
> >
> > Galen
> > --
> > Galen Charlton
> > Infrastructure and Added Services Manager
> > Equinox Open Library Initiative
> > phone:  1-877-OPEN-ILS (673-6457)
> > email:  g...@equinoxinitiative.org
> > web:  https://equinoxInitiative.org
> > direct: +1 770-709-5581
> > cell:   +1 404-984-4366
>
>
>
> --
> Jane Sandberg
> Electronic Resources Librarian
> Linn-Benton Community College
> sand...@linnbenton.edu / 541-917-4655
> Pronouns: she/her/hers or they/them/theirs
>

Re: [OPEN-ILS-GENERAL] z39.50 character set negotiation?

[Elaine Hardy]

​Jane,

OCLC does have a system alert posted and is working on a solution.

​With the exception of records with the copyright character or those titles
that are timely, our catalogers have been instructed to ​hold off importing
diacritic laden records (to prevent duplicates, we bring in records one at
a time). While it is time consuming, I have asked that, for those titles
they must import, they copy the diacritic from the Connexion Client and
paste it into the record in MARC edit. It slows things down, but it does
work.

OCLC generally fixes problems quickly. Hopefully, they will get this one
fixed today.

Elaine




J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 150
Atlanta, GA 30045

404.235.7128 Office
404.548.4241 Cell
404.235.7201 FAX

On Tue, Mar 21, 2017 at 5:36 PM, Jane Sandberg <sand...@linnbenton.edu>
wrote:

> Hi all,
>
> OCLC made updates to its z39.50 service on Sunday, and since then,
> it's been sending badly encoded characters like nobody's business.
> I've been able to find out how to get uncorrupted characters in
> yaz-client, but I don't know how to get Evergreen to do the extra
> utf-8-setting step detailed below.
>
> Example one: just regular old searching (doesn't work)
>
> $ yaz-client zcat.oclc.org:210/OLUCWorldCat
> Z> authentication user/pass
> Z> init
> Z> find 9786070131356
> Z> show 1
> 
> 100 1  $a Plans, Juan Jose, $e compiler.
> 245 10 $a Los mejores relatos de terror llevados al cine / $c
> seleccion, prologo y notas de Juan Jose Plans.
> 250$a Segunda edicion
> 264  1 $a Mexico, D. F. : $b loqueleo, $c 2016.
> 
>
> Example two: specifying utf-8 (which does work)
>
> $ yaz-client zcat.oclc.org:210/OLUCWorldCat
> Z> charset utf-8
> Z> authentication user/pass
> Z> init
> Z> find 9786070131356
> Z> show 1
> 
> 100 1  $a Plans, Juan José, $e compiler.
> 245 10 $a Los mejores relatos de terror llevados al cine / $c
> selección, prólogo y notas de Juan José Plans.
> 250$a Segunda edición
> 264  1 $a México, D. F. : $b loqueleo, $c 2016.
> 
>
> Is there an Evergreen setting somewhere that would specify a charset
> and fix this problem?
>
> Thanks!
>
>   -Jane
>
> --
> Jane Sandberg
> Electronic Resources Librarian
> Linn-Benton Community College
> sand...@linnbenton.edu / 541-917-4655
> Pronouns: she/her/hers or they/them/theirs
>

Re: [OPEN-ILS-GENERAL] FAST/searchFAST Subject Headings (Cataloging Type Question)

[Elaine Hardy]

Kathy,

Y'all don't display 655s?

Elaine



J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 150
Atlanta, GA 30045

404.235.7128 Office
404.548.4241 Cell
404.235.7201 FAX

On Thu, Mar 16, 2017 at 11:01 AM, Kathy Lussier <kluss...@masslnc.org>
wrote:

> Hi all,
>
> In opac/parts/record/subjects.tt2, there is a line at the top of the file
> that indicates you're using the 650 MARC field for the subject links:
>
> subjects = [
> {
> label => l('Subject: '),
> xpath => '//*[@tag="600" or @tag="610" or @tag="611" or
> @tag="630" or @tag="650" or @tag="651"]'
> },
>
> You can add indicators for that xpath if you want to limit the display to
> specific types of subject headings. For example, this is what's used at
> NOBLE to limit to LC and subject headings and LC headings for children:
>
> subjects = [
> {
> label => l('Subject: '),
> xpath => '//*[((@tag="600" or @tag="610" or @tag="611" or
> @tag="630" or @tag="650" or @tag="651") and (@ind2="0" or @ind2="1"))]'
>
> I hope this helps!
> Kathy
>
> On 03/16/2017 10:51 AM, Sarah Childs wrote:
>
> Ahem, Jason Boyer? Perhaps you could reveal how you have worked this
> magic?
>
> On Wed, Mar 15, 2017 at 6:23 PM, Jane Sandberg <sand...@linnbenton.edu>
> wrote:
>
>> We have been taking them out of our records.  Terry Reese's MarcEdit
>> program can generate FAST headings, so if we ever need them for
>> anything, we can export our bib records, work some MarcEdit magic on
>> them, and re-import them.
>>
>> Sarah, I'd be really curious how you were able to hide them from the
>> OPAC view, if you'd be willing to share!
>>
>>
>> On Wed, Mar 15, 2017 at 2:23 PM, Elaine Hardy
>> <eha...@georgialibraries.org> wrote:
>> > While we don't use them, we also don't take them out if they are in an
>> OCLC
>> > WorldCat record that is imported into our database. They are designed to
>> > work more readily with linked data than LCSH, so removing them now might
>> > mean adding them back later.
>> >
>> > We don't add them, either to records without them or to original input
>> in
>> > OCLC. OCLC does have a program that runs on a regular basis to add FAST
>> > headings to new cataloging, so they don't ask libraries to add them;
>> but,
>> > you can if you want.
>> >
>> > I have been intending exploring hiding them in the OPAC display since
>> they
>> > are duplicates, pretty much, of LCSH, but haven't had a chance. I do
>> also
>> > agree that they are messy.
>> >
>> > Elaine
>> >
>> >
>> >
>> > J. Elaine Hardy
>> > PINES & Collaborative Projects Manager
>> > Georgia Public Library Service/PINES
>> > 1800 Century Place, Ste. 150
>> > Atlanta, GA 30045
>> >
>> > 404.235.7128 Office
>> > 404.548.4241 Cell
>> > 404.235.7201 FAX
>> >
>> > On Wed, Mar 15, 2017 at 3:06 PM, Schooff, Rose (LVA)
>> > <rose.scho...@lva.virginia.gov> wrote:
>> >>
>> >> Libraries in our consortium (Virginia Evergreen Libraries) wanted me to
>> >> ask if you guys are using the FAST/searchFAST Subject Headings?
>> >>
>> >> Our libraries were saying that it creates a lot of duplication and
>> thought
>> >> it was messy, BUT what harm or damage would it cause in the future to
>> take
>> >> them out?
>> >>
>> >> Thanks for any replies.
>> >> —
>> >> Rose M. Schooff
>> >> Technology Consultant
>> >> Library Development and Networking
>> >> The Library of Virginia
>> >> 800 E. Broad Street
>> >> Richmond, VA  23219
>> >> 804-692-3772
>> >> 804-310-7901
>> >>
>> >
>>
>>
>>
>> --
>> Jane Sandberg
>> Electronic Resources Librarian
>> Linn-Benton Community College
>> sand...@linnbenton.edu / 541-917-4655
>> Pronouns: she/her/hers or they/them/theirs
>>
>
>
>
> --
> Sarah Childs
> Technical Services Department Head
> Hussey-Mayfield Memorial Public Library
> 250 North Fifth Street
> Zionsville, IN 46077
> 317-873-3149 x13330
> sar...@zionsvillelibrary.org
>
>
> --
> Kathy Lussier
> Project Coordinator
> Massachusetts Library Network Cooperative(508) 343-0128kluss...@masslnc.org
> Twitter: http://www.twitter.com/kmlussier
>
>

Re: [OPEN-ILS-GENERAL] FAST/searchFAST Subject Headings (Cataloging Type Question)

[Elaine Hardy]

While we don't use them, we also don't take them out if they are in an OCLC
WorldCat record that is imported into our database. They are designed to
work more readily with linked data than LCSH, so removing them now might
mean adding them back later.

We don't add them, either to records without them or to original input in
OCLC. OCLC does have a program that runs on a regular basis to add FAST
headings to new cataloging, so they don't ask libraries to add them; but,
you can if you want.

I have been intending exploring hiding them in the OPAC display since they
are duplicates, pretty much, of LCSH, but haven't had a chance. I do also
agree that they are messy.

Elaine



J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 150
Atlanta, GA 30045

404.235.7128 Office
404.548.4241 Cell
404.235.7201 FAX

On Wed, Mar 15, 2017 at 3:06 PM, Schooff, Rose (LVA) <
rose.scho...@lva.virginia.gov> wrote:

> Libraries in our consortium (Virginia Evergreen Libraries) wanted me to
> ask if you guys are using the FAST/searchFAST Subject Headings?
>
> Our libraries were saying that it creates a lot of duplication and thought
> it was messy, BUT what harm or damage would it cause in the future to take
> them out?
>
> Thanks for any replies.
> —
> Rose M. Schooff
> Technology Consultant
> Library Development and Networking
> The Library of Virginia
> 800 E. Broad Street
> Richmond, VA  23219
> 804-692-3772 <(804)%20692-3772>
> 804-310-7901 <(804)%20310-7901>
>
>

Re: [OPEN-ILS-GENERAL] Icon criteria

[Elaine Hardy]

One thing to keep in mind if you have Playaways and other direct electronic
formats (Form q), the icon will be for e-book or e-audio, which an be
misleading to patrons and staff. Terran created a new icon for PINES for
form q devices and we made sure all the Playaways were correctly coded
(coding for them was not originally q).

There is also a bug where the presence of an 006 for an accompanying CD
triggers the icon for a CD rather than for the print book --
https://bugs.launchpad.net/evergreen/+bug/1553271

Elaine



J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 150
Atlanta, GA 30045

404.235.7128 Office
404.548.4241 Cell
404.235.7201 FAX

On Fri, Mar 3, 2017 at 4:00 PM, Donald Butterworth <
don.butterwo...@asburyseminary.edu> wrote:

> Perfect. Thanks Kathy!
>
> On Fri, Mar 3, 2017 at 3:38 PM, Kathy Lussier <kluss...@masslnc.org>
> wrote:
>
>> Hi Don,
>>
>> http://docs.evergreen-ils.org/2.11/_marc_record_attributes.h
>> tml#_search_and_icon_formats shows the default definitions.
>>
>> These definitions are all customizable, and the top of that page
>> describes how define format filters, icon formats, and metarecord hold
>> formats. A reingest is required after any changes are made.
>>
>> I hope this helps!
>>
>> Kathy
>> On 03/03/2017 03:32 PM, Donald Butterworth wrote:
>>
>> Would someone please point me to the Fields or subfields that Evergreen
>> uses to determine that ebook icon should display.
>>
>> Thanks!
>>
>> Don
>>
>> --
>> Don Butterworth
>> Collection Management Librarian /
>> Faculty Associate
>> B.L. Fisher Library
>> Asbury Theological Seminary
>> don.butterwo...@asburyseminary.edu
>> (859) 858-2227
>>
>>
>> --
>> Kathy Lussier
>> Project Coordinator
>> Massachusetts Library Network Cooperative(508) 343-0128kluss...@masslnc.org
>> Twitter: http://www.twitter.com/kmlussier
>>
>>
>
>
> --
> Don Butterworth
> Collection Management Librarian /
> Faculty Associate
> B.L. Fisher Library
> Asbury Theological Seminary
> don.butterwo...@asburyseminary.edu
> (859) 858-2227
>

Re: [OPEN-ILS-GENERAL] Mangled UTF8 characters with imported MARC records in Z39.50

[Elaine Hardy]

The 264 fields are the most likely field to be locally added if the library
is editing hybrid AACR2/RDA records to full RDA in their catalogs. And 264s
are also likely to be the only field in a MARC record for an English
language title to have a special character since we indicate copyright and
phonograph copyright date with the appropriate symbols. So, it can be the
local catalogers adding the character once the record is imported or the
vendor that created the record for them using a nonMARC-8 or UTF8 character
set.

Your catalogers can correct the symbols as they are cataloging their local
items.

Elaine



J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 150
Atlanta, GA 30045

404.235.7128 Office
404.548.4241 Cell
404.235.7201 FAX

On Sat, Dec 3, 2016 at 2:02 PM, Brent Mills <br...@hoodriverlibrary.org>
wrote:

> Jason and Mike,
>
> Thanks so much for the help! Glad to know that it’s a remote issue and not
> something set up incorrectly on our side.
>
> -Brent
> -
>
> Brent Mills
> Systems Librarian | Sage Library System
>
> email: br...@hoodriverlibrary.org
> tickets: https://sagelib.org/support
> phone: 541.610.8384
>
> On Dec 2, 2016, at 2:30 PM, Mike Rylander <mrylan...@gmail.com> wrote:
>
> Jason hit on (almost certainly) the answer: bad records from sources that
> don't restrict cataloging to valid character sets.  I'll add a couple
> comments below for general clarification, as well...
>
> On Fri, Dec 2, 2016 at 4:52 PM, Brent Mills <br...@hoodriverlibrary.org>
> wrote:
>
>> Hello,
>>
>> I’ve recently noticed some issues with imported MARC records from a
>> specific set of Z39.50 servers.
>>
>> A noticeable amount of records that are imported through
>> Prospector/MaineCat targets have mangled characters when diacritics,
>> symbols,etc.. are present in the record.
>>
>> Does anyone have some ideas on what could be causing the character
>> encoding problems from these particular targets? Or run into this at their
>> own site?
>>
>> - dgo.conf has marc-8. changing that to usmarc, utf8
>> has had no effect
>> - xml2marc-yaz.cfg is setup like described in https://wiki.evergreen-ils.
>> org/doku.php?id=evergreen-admin:sru_and_z39.50 changing the charset
>> options hasn’t had any effect either
>>
>
> The reason this doesn't change anything is that it's only used to describe
> how Evergreen will server records to /others/ as a z39.50 server.  Those
> are not client settings.
>
>
>> - the encoding/translation problems do not happen with OCLC and Library
>> of Congress targets, it seems to mainly affect servers with the INNOPAC db
>> type. I’m not sure if that’s related.
>>
>>
> This and the log message below are the smoking guns.  OCLC and LoC are
> generally very good about making sure records really are in the character
> set they advertise, and that that character set is one of only MARC-8 or
> UTF8.
>
> So, Jason nailed it -- there are non-UTF8, non-MARC-8 characters in those
> records, as served by the INNOPAC sources.  That's a (remote) cataloging
> issue.
>
> HTH,
>
> --Mike
>
> Going through the logs I can see things like:
>>
>> open-ils.search.z3950.search_class: no mapping found for [0x80] at
>> position 56 in Kurt and Joe tangle with the most determined enemy they’ve
>> ever encountered when a ruthless powerbroker schemes to build a new
>> Egyptian empire as glorious as those of the Pharaohs. Part of his plan
>> rests on the manipulation of a newly discovered aquifer beneath the Sahara,
>> but an even more devastating weapon at his disposal may threaten the entire
>> world: a plant extract known as the black mist, discovered in the City of
>> the Dead and rumored to have the power to take life from the living and
>> restore it to the dead. With the balance of power in Africa and Europe on
>> the verge of tipping, Kurt, Joe, and the rest of the NUMA team will have to
>> fight to discover the truth behind the legends—but to do that, they have
>> to confront in person the greatest legend of them all: Osiris, the ruler of
>> the Egyptian underworld. g0=ASCII_DEFAULT g1=EXTENDED_LATIN at
>> /usr/share/perl5/MARC/Charset.pm line 308.
>>
>>
>> So I’m thinking something is happening in the MARC8 to UTF8 conversion?
>>
>> Attaching a screenshot of what it looks like in the Z39.50 Import screen.
>> The 264s have been the most obvious place to see the issue, but it happens
>> in any field with special characters.
>>
>> Been banging my head trying to figure out what’s causing this. Any help
>> would be appreciated!
>>
>> Thank you,
>>
>> -Brent
>>
>> 
>> -
>>
>> Brent Mills
>> Systems Librarian | Sage Library System
>>
>> email: br...@hoodriverlibrary.org
>> tickets: https://sagelib.org/support
>>
>>
>
>

Re: [OPEN-ILS-GENERAL] opposite of force/recall hold

[Elaine Hardy]

What about suspending the hold and then editing for an activate date? You
would need to estimate the date based on the number of holds -- would that
add too much to the workflow to make it a viable work around?



J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 150
Atlanta, GA 30045

404.235.7128 Office
404.548.4241 Cell
404.235.7201 FAX

On Tue, Oct 11, 2016 at 4:18 PM, Morgan, Michele <mmor...@noblenet.org>
wrote:

> Hi Holly,
>
> A quick test indicates that -1 yields a *higher* priority than 0, so
> Thomas's suggestion of setting to 1 should do the trick for the priority.
> As pointed out in irc, though, the staff holds would still block renewals.
>
> I assume this would not be the case if the library setting "Block Renewal
> of Items Needed for Holds" is set to false.
>
> -Michele
>
> --
> Michele M. Morgan, Technical Support Analyst
> North of Boston Library Exchange, Danvers Massachusetts
> mmor...@noblenet.org
>
>
> On Tue, Oct 11, 2016 at 3:34 PM, Holly Brennan <haderh...@ci.homer.ak.us>
> wrote:
>
>> Thanks, Eva, Michele, and Thomas!
>>
>> Seeing that we have never messed with Hold Priority, all our permission
>> groups currently have Hold Priority = 0. So if I want our cataloging staff
>> to have their holds "coast" along, I should set their Hold Priority to 1?
>>
>> Thanks for the clarification!
>>
>> -Holly
>>
>> -Original Message-
>> From: Open-ils-general [mailto:open-ils-general-bounc
>> e...@list.georgialibraries.org] On Behalf Of Thomas Berezansky
>> Sent: Tuesday, October 11, 2016 6:25 AM
>> To: Evergreen Discussion Group
>> Subject: Re: [OPEN-ILS-GENERAL] opposite of force/recall hold
>>
>> MVLC uses that functionality for ILL cards, though as far as I know you
>> have it backwards.
>>
>> Due to how the sorting works a higher value is lower priority. That is,
>> -1 will come before 0 which will come before 1, all else being equal. This
>> is due to the fact that it is sorted as a number, as-is. If it is supposed
>> to go the other direction then some code changes (and probably an inverting
>> of all configured values in an upgrade script) would be needed.
>>
>> This confused me when I first configured it.
>>
>> Thomas Berezansky
>> Assistant Network Administrator
>> Merrimack Valley Library Consortium
>> 4 High ST, Suite 175
>> North Andover, MA 01845
>> Phone: 978-557-8161
>>
>> -Original Message-
>> From: Open-ils-general [mailto:open-ils-general-bounc
>> e...@list.georgialibraries.org] On Behalf Of Morgan, Michele
>> Sent: Tuesday, October 11, 2016 09:03
>> To: Evergreen Discussion Group <open-ils-general@list.georgia
>> libraries.org>
>> Subject: Re: [OPEN-ILS-GENERAL] opposite of force/recall hold
>>
>> Hi Holly,
>>
>>
>> In terms of existing functionality, you can assign a "Hold Priority" to a
>> permission group in Admin -> Server Admin -> Permission Groups. By default
>> it's zero, and you can set it to a positive or negative number. A negative
>> number would give a user in that permission group a lower priority for
>> holds.
>>
>>
>> I haven't tested this out, but it may work for your situation.
>>
>>
>> Hope this helps,
>>
>> Michele
>>
>>
>> --
>> Michele M. Morgan, Technical Support Analyst
>>
>> North of Boston Library Exchange, Danvers Massachusetts
>> mmor...@noblenet.org <mailto:mmor...@noblenet.org>
>>
>>
>> On Sun, Oct 9, 2016 at 7:02 AM, Cerninakova Eva <cer...@jabok.cz > cer...@jabok.cz> > wrote:
>>
>>
>> Hi Holly,
>>
>> when we need to catch particular copy of material that is
>> circulating at a time and don't want to place a hold, we usually use the
>> "Alert message" in copy editor. When the copy is being checked in (or out)
>> the message pops out and the staff is alerted that an action should be
>> taken with the copy (I am not sure if there isn´t any settling that could
>> affect the popping out). The alert message pops out until it has been
>> deleted. It is possible to apply the alert message to more copies at once.
>>
>> I think this might solve your problem temporarily (though I
>> understand that it might be complication to confirm the overriding of alert
>> message every time the DVD is being checked in/out until the DVD is no more
>> on hold).
>>
>>
>> Eva
>>
>&g

Re: [OPEN-ILS-GENERAL] Case sensitivity in title search

[Elaine Hardy]

I checked the search on Thorndike's OPAC -- which retrieves the same record
regardless of case. I did look at the MARC record associated with the
record, even though I didn't expect there to be anything that would affect
a case search since we don't code for that. There was nothing unexpected in
the record as viewed through the OPAC.



J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 150
Atlanta, GA 30045

404.235.7128 Office
404.548.4241 Cell
404.235.7201 FAX

On Mon, Sep 26, 2016 at 8:37 AM, Rogan Hamby <rha...@esilibrary.com> wrote:

> Hi Trisha,
>
> Are there certain conditions you're seeing this under?  Doing a quick
> search on a 2.8 system I'm not seeing a difference between Tolkien vs
> tolkien or Unfinished Tales vs unfinished tales though there would be
> reason in the bib records of the second to do so if the search was
> resolving as case sensitive.
>
>
>
> On Sat, Sep 24, 2016 at 2:29 PM, Trisha Cantwell Keene <tcantw...@coa.edu>
> wrote:
>
>> We are running version 2.8 and have found searching in the staff client
>> by title is case sensitive, i.e. staff typing in The Polar Express will not
>> retrieve The polar express. We operate with a number of students and we're
>> hoping this changes in later versions. The Opac for patrons operates fine.
>> Thanks in advance.
>>
>> --
>> Trisha Cantwell Keene
>> Associate Director
>> Thorndike Library
>> College of the Atlantic
>> 109 Eden St.
>> Bar Harbor, ME  04609
>>
>> (207) 801-5661
>> (207) 288-2328 Fax
>> tcantw...@coa.edu
>>
>> "Google can bring you back a hundred thousand answers. A librarian can
>> bring you back the right one."  The Guardian (London)
>>
>>
>
>
> --
> --
> Rogan R. Hamby, Data and Project Analyst
> Equinox - Open Your Library
> ro...@esilibrary.com
> 1-877-OPEN-ILS | www.esilibrary.com
>
>

Re: [OPEN-ILS-GENERAL] Case sensitivity in title search

[Elaine Hardy]

Trisha,

Searches should not be case sensitive in Evergreen. Both searches in the
PINES database retrieve the same number of records. We are on 2.9.1 but
have not had searches be case sensitive with previous versions.  Could this
be some other issue, such as a setting?

Elaine



J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 150
Atlanta, GA 30045

404.235.7128 Office
404.548.4241 Cell
404.235.7201 FAX

On Sat, Sep 24, 2016 at 2:29 PM, Trisha Cantwell Keene <tcantw...@coa.edu>
wrote:

> We are running version 2.8 and have found searching in the staff client by
> title is case sensitive, i.e. staff typing in The Polar Express will not
> retrieve The polar express. We operate with a number of students and we're
> hoping this changes in later versions. The Opac for patrons operates fine.
> Thanks in advance.
>
> --
> Trisha Cantwell Keene
> Associate Director
> Thorndike Library
> College of the Atlantic
> 109 Eden St.
> Bar Harbor, ME  04609
>
> (207) 801-5661
> (207) 288-2328 Fax
> 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] Getting OCLC numbers out of the Reports

[Elaine Hardy]

Prior to a record being imported from OCLC, the OCLC tcn is in the 001. If
you have the Global setting "Maintain 001-003-035 according MARC" set to
true, then the OCLC tcn will be transferred to 035s (one with the ocm/ocn
prefix and one without) and a locally assigned record id number will be in
the 001. The 003 will be or local control number identifier for the 001
(from https://www.loc.gov/marc/bibliographic/ecbdorg.html). Since PINES has
this set for true, I am not sure what the behavior is for false, other than
that the locally assigned 001 becomes the record TCN in your database. I
don't know what happens to the OCLC tcn -- it may be retained in an 035.

Both the 001 and the 035 are system supplied. The 001 is not editable --
attempts to edit will add an additional 035 while retaining the system
supplied 001.

​If all your records are from OCLC, and the flag set to true, then all your
records should have an 035 with the OCLC tcn. If you have the global flag
set to true, for those records imported since you migrated to Evergreen,
you will likely have two 035s, such as:

035‡a(OCoLC)ocn276335043

035‡a(OCoLC)276335043






J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 150
Atlanta, GA 30045

404.235.7128 Office
404.548.4241 Cell
404.235.7201 FAX

On Tue, Sep 13, 2016 at 8:18 AM, Rogan Hamby <rha...@esilibrary.com> wrote:

>
> The tag can just be equals.  If you're not familiar with MARC record
> conventions I'd like to recommend bringing a few up in the staff client.
> That will give you an idea of how the tags and subfields are structured and
> you can see some examples of your own records and where the oclc might be
> stored.
>
> Unfortunately with MARC data there is no universal truth, at least as long
> as we are relying on people to put things places.  This is where I insert
> my usual low key rant about the value of a good cataloger maintaining
> consistency in a database.  :)
>
> You will want to tailor your reports around your data so I can't tell you
> the best course of action in that regard.  There are Evergreen settings
> that can affect what is where.  The 001 may have a tcn or may have a bib id
> depending on your settings.
>
> In the spirit of many ways to do things you may also want to look at the
> tcn value in the bib record data source.
>
> A quick aside about OCLC numbers ... we throw around discussing OCLC
> numbers as control numbers because they are by far the single most common
> kind and OCLC's reach is pretty far but there is no guarentee of an OCLC
> number anywhere in a MARC record.  035 is the system control number which
> may be OCLC or may not, if your system is predominately OCLC records then
> it might be useful for that.  There are valid subfields other than $a so if
> you don't filter by $a you may get others.  Some you may want, for example,
> the $z is the canceled or invalid control number, which depending on your
> purpose may be useful (it's also rare in my experience but not unknown).
>
> In contrast to the System Control Number the 001 is the Control Number or
> Title Control Number.  It is not uncommon to find an OCLC number in there,
> especially in heavy OCLC use systems.  I've seen libraries with less than
> 1% OCLC numbers and libraries with less than 1% that aren't.  Since I don't
> know your data I can't tell you what you'll find.
>
> I know you wanted more of a "here is a definitive answer" kind of answer
> but without seeing your data I can't do that.  Even then depending on the
> consistency of the records there may not be an answer your want (or your
> records may be perfect and there is!).
>
>
>
> On Mon, Sep 12, 2016 at 7:44 PM, Walz, Jennifer <jlw...@asbury.edu> wrote:
>
>> Rogan,
>>
>>
>>
>> Do I have to do BOTH the tag and the subfield?   And is 035 the only
>> place in the marc where the oclc number is?   I was told it was in 001.
>> And this is how I have been doing it thus far, but getting weird results:
>>
>>
>>
>>
>>
>> (my results were at least to show me something from that field!)
>> Should I just do “raw data” and “equals” and “035” or “001”? When I did
>> that, it was giving me an error…
>>
>>
>>
>> Thanks!
>>
>>
>>
>> Jennifer
>>
>>
>>
>> *From:* Open-ils-general [mailto:open-ils-general-bounc
>> e...@list.georgialibraries.org] *On Behalf Of *Rogan Hamby
>> *Sent:* Monday, September 12, 2016 7:11 PM
>>
>> *To:* Evergreen Discussion Group
>> *Subject:* Re: [OPEN-ILS-GENERAL] Getting OCLC numbers out of the Reports
>>
>>
>>
>> Jennifer,
>>
>>
>>
>

Re: [OPEN-ILS-GENERAL] Copy Count Display

[Elaine Hardy]

I don't think it is whether it is visible in the OPAC or not. It is the
copies that would show up in a search if you checked the box to limit the
search to available copies. So any copy on the shelf available to a patron
if they walked in a library -- whether it is a reference book with a status
of available, but can't be checked out  or a status like your Walk in loan
which is on the shelf available for checkout. This would eliminate copies
checked out, in lost, missing, damaged, etc status.


While all counts should be consistent, I would not want the available count
to indicate copies that aren't available. However it would be good if there
was a count of copies in all each status.





J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 150
Atlanta, GA 30045

404.235.7128 Office
404.548.4241 Cell
404.235.7201 FAX

On Tue, Aug 23, 2016 at 9:13 AM, Joan Kranich <jkran...@cwmars.org> wrote:

> Thanks Kathy.  I’m glad it made sense.  It is a real workflow problem for
> some of our libraries.
>
>
>
> Joan
>
>
>
> Joan Kranich
>
> Member Services Supervisor
>
> C/W MARS, Inc.
>
> 508-755-3323, ext. 321 or ext. 1
>
>
>
> *From:* Open-ils-general [mailto:open-ils-general-
> boun...@list.georgialibraries.org] *On Behalf Of *Kathy Lussier
> *Sent:* Tuesday, August 23, 2016 8:59 AM
> *To:* open-ils-general@list.georgialibraries.org
> *Subject:* Re: [OPEN-ILS-GENERAL] Copy Count Display
>
>
>
> Ah, ok! It looks like I was wrong in my earlier e-mail. The preferred
> library does show in the counts, and I see what you're saying. The
> non-visible copies display in the counts if the branch is the search
> library or for parents of the search library.
>
> However, when the count is for the preferred library, you are correct that
> it's not displaying non-visible copies, which is inconsistent with the
> other counts.
>
> I would consider this to be a bug. I don't see an existing one in
> Launchpad, so I think we'll need to file on.
>
> Kathy
>
> On 08/23/2016 08:44 AM, Joan Kranich wrote:
>
> Hi Kathy,
>
>
>
> Thank you for your quick response.  Yes, I want to see the count for the
> preferred library or basically the library that I am logged in as.  It’s
> the line:
>
> *1 of 1 copy available at Pepperell Lawrence Library.*
>
>
>
> I’ll try to explain it better.
>
>
>
> I am logged into the client as Pepperell (Pepperell Lawrence Library).
>
> My Search Preferences are set for Default Search Library C/W MARS and
> Preferred Library Pepperell.
>
>
>
> The Search All CWMARS screenshot attached shows Invisible which is owned
> by Pepperell and has a status of Available.  The search was done for all
> C/W MARS.
>
> The copy count shows this item in the count of *1 of 1 copy available at
> Pepperell Lawrence Library.*
>
>
>
> The second screenshot, Betrayed (2007), is a search of all C/W MARS and a
> copy count does not display for Pepperell.  Pepperell owns a copy and it
> has a status of Damaged which is not set to be OPAC visible.
>
>
>
> The third screenshot, Betrayed, is a search scoped to Pepperell and the
> copy count shows the damaged item in the Pepperell copy count.
>
>
>
> I would like the damaged item to also show in the copy count when
> searching all C/W MARS.  It seems to be the Copy Status setting of not OPAC
> Visible that is preventing the display of the damaged item in the copy
> count.  Items with other statuses that are not status Available but are
> OPAC Visible such as our status Walk In Loan do display in the Pepperell
> (library) copy count when searched as all C/W MARS.
>
>
>
> Thanks for your help.
>
>
>
> Joan
>
>
>
> Joan Kranich
>
> Member Services Supervisor
>
> C/W MARS, Inc.
>
> 508-755-3323, ext. 321 or ext. 1
>
>
>
> *From:* Open-ils-general [mailto:open-ils-general-
> boun...@list.georgialibraries.org
> <open-ils-general-boun...@list.georgialibraries.org>] *On Behalf Of *Kathy
> Lussier
> *Sent:* Monday, August 22, 2016 2:55 PM
> *To:* open-ils-general@list.georgialibraries.org
> *Subject:* Re: [OPEN-ILS-GENERAL] Copy Count Display
>
>
>
> Hi Joan,
>
> My understanding is that the OPAC invisible copies should be included in
> the copy counts in the client. I just did a brief test and found that Lost
> copies were part of the copy count in the client, even though it wasn't in
> the public catalog.
>
> However, from reading your question, it sounds like it's really related to
> showing counts for an OU that is a child of the search OU. In your example,
> then, if the user is searching Pepperell, they would see the 

Re: [OPEN-ILS-GENERAL] Hold settings

[Elaine Hardy]

Don,

Remember that a no anywhere overrides a yes anywhere. If as Joan asks, your
copy/shelving location is set to not holdable, it will override the value
in the copy editor. And vice versa.

Elaine



J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 150
Atlanta, GA 30045

404.235.7128 Office
404.548.4241 Cell
404.235.7201 FAX

On Tue, Aug 2, 2016 at 9:41 AM, Joan Kranich <jkran...@cwmars.org> wrote:

> Hi Don,
>
>
>
> Is the Copy Location of this item Holdable?
>
>
>
> Joan
>
>
>
> Joan Kranich
>
> Member Services Supervisor
>
> C/W MARS, Inc.
>
> 508-755-3323, ext. 321 or ext. 1
>
>
>
> *From:* Open-ils-general [mailto:
> open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Donald
> Butterworth
> *Sent:* Tuesday, August 2, 2016 8:17 AM
> *To:* Evergreen Discussion Group <
> open-ils-general@list.georgialibraries.org>
> *Subject:* [OPEN-ILS-GENERAL] Hold settings
>
>
>
> Hi All,
>
> In the "Holdable?" category in the Copy Editor, the value is "Yes", but in
> the "Holdable" column on the Record Summary screen, the value is "Not
> holdable".
>
> Could someone please tell us what check box we have failed to check?
>
> Don
>
>
> --
>
> Don Butterworth
> Collection Management Librarian /
> Faculty Associate
> B.L. Fisher Library
> Asbury Theological Seminary
> don.butterwo...@asburyseminary.edu
> (859) 858-2227
>

Re: [OPEN-ILS-GENERAL] Method for collection inventory

[Elaine Hardy]

Vince,

PINES has inventory instructions at
http://pines.georgialibraries.org/inventory While they are PINES specific,
there are generalities that may prove useful.

Elaine



J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 150
Atlanta, GA 30045

404.235.7128 Office
404.548.4241 Cell
404.235.7201 FAX

On Wed, Jul 13, 2016 at 11:41 AM, Vince Giordano <
vgiord...@juniatalibrary.org> wrote:

> We are planning on conducting an inventory on parts of our overall
> collection. We envision scanning each title. Are there web client versions
> of SPARK that can allow for checking item status or in-house circ? That way
> we could run this off of an iPad.
>
> Otherwise we would use a laptop with the staff client open and bring it
> around with a scanner.
>
> Any thoughts or suggestions would be helpful. Thanks!
>
> [image: logo]
> *Vince Giordano* *Director**, Juniata County Library*
> 717-436-6378 | 498 Jefferson St - Mifflintown, PA 17059 |
> www.facebook.com/juniatapubliclibrary | "Libraries will get you through
> times of no money better than money will get you through times of no
> libraries" -Anne Herbert
> <http://twitter.com/JuniataCoLib>
> <http://www.instagram.com/juniatacounty/>
> <http://www.pinterest.com/jocindar/>
> Get a signature like this: Click here!
> <http://ws-promos.appspot.com/r?rdata=eyJydXJsIjogImh0dHA6Ly93d3cud2lzZXN0YW1wLmNvbS9lbWFpbC1pbnN0YWxsP3dzX25jaWQ9NjcyMjk0MDA4JnV0bV9zb3VyY2U9ZXh0ZW5zaW9uJnV0bV9tZWRpdW09ZW1haWwmdXRtX2NhbXBhaWduPXByb21vXzU3MzI1Njg1NDg3Njk3OTIiLCAiZSI6ICI1NzMyNTY4NTQ4NzY5NzkyIn0==757488545826125>
>

Re: [OPEN-ILS-GENERAL] Question on Patron Hold Limit

[Elaine Hardy]

Evegreen does inform the patron when the hold limit is reached and no
further holds are allowed until you drop below the limit. I have been
placing a lot of holds lately to fix records or assign parts so I've hit
the 50 limit often. As soon as even one hold is checked out to me I can
place anothe. It even stops recall -- if I recall multiple items at once,
it only places holds for those slots left. So if I have 5 holds left, and
try to recall seven, 5 are held and I'm informed 2 could not. Works well

Elaine
On Jun 22, 2016 12:23 PM, "Aubrey Area Library" 
wrote:

> Hello Amy,
>
>
>
> I have never set one consortium wide but I imagine it is no different that
> setting one for an individual library.
>
>
>
> What you are looking for is located in Admin-->Local Admin-->Hold
> Policies. You can limit the total number of requests placed. I looked over
> the settings and I believe it treats all requests (title/copy/volume) the
> same. As for you patrons who already have items requested that exceed your
> proposed limit I believe that it will still requesting those 30 items but
> they will not be able to request additional items until their number of
> requests get below 5 or whatever your new limit is.
>
>
>
> I hope this helps and anyone correct me if I am wrong.
>
>
>
> Thanks,
>
> Jordan
>
> Aubrey Area Library
>
> On Wed, Jun 22, 2016 at 10:47 AM, Amy Terlaga  wrote:
>
>> Hi all--
>>
>> We here at Bibliomation *think* there is a way in Evergreen to set
>> consortially a limit on the total number of hold requests that can be
>> placed for patrons.  For instance, we're thinking of restricting it to 5
>> total at one time for all patrons.
>>
>> Has anyone on the list limited the number of total requests?  Can it be
>> done for just title requests?  What happens to those patrons that already
>> have, say, 30 requests, and we put this into place?  Do they have to wait
>> until their requests get down to 4 before another one will go through?
>>
>> Any information provided on this feature would be greatly appreciated.
>> Since we're not even sure if this feature exists, we have no idea how to
>> set it.
>>
>> Thanks!
>> Amy
>>
>> --
>> +=+=+=+=+=+=+=+=+=+=+=+=+=+=+=+
>> Amy Terlaga
>> Director of Member Services
>> Bibliomation, Inc.
>> 24 Wooster Avenue
>> Waterbury, CT  06708
>> (203)577-4070 x101
>> terl...@biblio.org
>>
>
>
>
> --
>
> If you need further assistance, please contact the library at 940-365-9162
> or send a reply email.
> Thank You, The Library Staff
>
> 226 Countryside Dr., Aubrey, TX 76227
>
>
>

Re: [OPEN-ILS-GENERAL] Batch deleting records

[Elaine Hardy]

Common is more accurate. I would not batch delete based on ISBNs -- unless
there is a way to write the SQL script that would only retrieve only those
records with no items attached.



J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 150
Atlanta, GA 30045

404.235.7128 Office
404.548.4241 Cell
404.235.7201 FAX

On Thu, Jun 16, 2016 at 12:13 PM, Rogan Hamby <rha...@esilibrary.com> wrote:

> I would second what Elaine just said and go a bit further.  I'd say it's
> downright common.
>
> On Thu, Jun 16, 2016 at 12:11 PM, Elaine Hardy <
> eha...@georgialibraries.org> wrote:
>
>> ​Use extreme caution with a list from ISBNs. Some bib records for print
>> versions of the title may have ISBNs for the ebook. ​
>>
>>
>>
>> J. Elaine Hardy
>> PINES & Collaborative Projects Manager
>> Georgia Public Library Service/PINES
>> 1800 Century Place, Ste. 150
>> Atlanta, GA 30045
>>
>> 404.235.7128 Office
>> 404.548.4241 Cell
>> 404.235.7201 FAX
>>
>> On Thu, Jun 16, 2016 at 11:47 AM, Blake Henderson <
>> bl...@mobiusconsortium.org> wrote:
>>
>>> Chris,
>>>
>>> You will need to get a list of record ID's. Record buckets use record
>>> ID's.
>>>
>>> The easiest way to do that would be a SQL query.
>>>
>>> Something like this:
>>>
>>> select distinct record, isbn from
>>> (
>>> select record,regexp_replace(value,$$\D$$,,$$g$$) \"isbn\",value
>>> from metabib.real_full_rec where
>>> record in
>>> (
>>> select record from asset.call_number where
>>> not deleted and
>>> label=$$##URI##$$
>>> )
>>> )
>>> and
>>> tag=$$020$$
>>> and
>>> record not in(select id from biblio.record_entry where deleted)
>>> ) as a
>>> where length(isbn) in(10,13)
>>> and
>>> isbn in
>>> ( COMMA SEPARATED ISBN LIST )
>>> order by 1;
>>>
>>>
>>> The above query has a section "COMMA SEPARATED ISBN LIST"  where you
>>> will have to fill in your list like this:
>>>
>>> '4412349854',
>>> '2390340943',
>>> '2390340943345',
>>> 
>>> 
>>>
>>> This will return record id's that have scoped 856 URLs. If your records
>>> do not have scoped 856's, then you will need to remove this section of the
>>> query:
>>>
>>> record in
>>> (
>>> select record from asset.call_number where
>>> not deleted and
>>> label=$$##URI##$$
>>> )
>>> )
>>> and
>>>
>>>
>>> Once you have your record ID's, then you may as well delete them in SQL
>>> (make sure the list looks correct)
>>>
>>> Delete query:
>>>
>>> delete from biblio.record_entry where id in( LIST OF IDS );
>>>
>>>
>>>
>>> -Blake-
>>> Conducting Magic
>>> MOBIUS573-234-4513877-312-3517
>>>
>>> On 6/16/2016 10:17 AM, Chris Owens wrote:
>>>
>>> Is there an "easy" way to get a multiple records (50-75) into a record
>>> bucket from a list of ISBNs? We are going to have to start deleting eBook
>>> records from our system given a list of titles with ISBNs. And I am trying
>>> to avoid doing it record by record.
>>>
>>> I appreciate any advice.
>>>
>>> Thanks,
>>>
>>> Chris
>>>
>>> --
>>>
>>> Chris Owens
>>>
>>> Director
>>>
>>> Blanchester Public Library
>>>
>>> 110 N. Broadway
>>>
>>> Blanchester, OH 45107
>>>
>>> 937-783-3585
>>>
>>> 937-783-2910 (fax)
>>>
>>> <cow...@blanlibrary.org>cow...@blanlibrary.org
>>>
>>>
>>>
>>>
>>>
>>>
>>>
>>
>
>
> --
> --
> Rogan R. Hamby, Data and Project Analyst
> Equinox - Open Your Library
> ro...@esilibrary.com
> 1-877-OPEN-ILS | www.esilibrary.com
>
>

Re: [OPEN-ILS-GENERAL] Batch deleting records

[Elaine Hardy]

​Use extreme caution with a list from ISBNs. Some bib records for print
versions of the title may have ISBNs for the ebook. ​



J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 150
Atlanta, GA 30045

404.235.7128 Office
404.548.4241 Cell
404.235.7201 FAX

On Thu, Jun 16, 2016 at 11:47 AM, Blake Henderson <
bl...@mobiusconsortium.org> wrote:

> Chris,
>
> You will need to get a list of record ID's. Record buckets use record ID's.
>
> The easiest way to do that would be a SQL query.
>
> Something like this:
>
> select distinct record, isbn from
> (
> select record,regexp_replace(value,$$\D$$,,$$g$$) \"isbn\",value from
> metabib.real_full_rec where
> record in
> (
> select record from asset.call_number where
> not deleted and
> label=$$##URI##$$
> )
> )
> and
> tag=$$020$$
> and
> record not in(select id from biblio.record_entry where deleted)
> ) as a
> where length(isbn) in(10,13)
> and
> isbn in
> ( COMMA SEPARATED ISBN LIST )
> order by 1;
>
>
> The above query has a section "COMMA SEPARATED ISBN LIST"  where you will
> have to fill in your list like this:
>
> '4412349854',
> '2390340943',
> '2390340943345',
> 
> 
>
> This will return record id's that have scoped 856 URLs. If your records do
> not have scoped 856's, then you will need to remove this section of the
> query:
>
> record in
> (
> select record from asset.call_number where
> not deleted and
> label=$$##URI##$$
> )
> )
> and
>
>
> Once you have your record ID's, then you may as well delete them in SQL
> (make sure the list looks correct)
>
> Delete query:
>
> delete from biblio.record_entry where id in( LIST OF IDS );
>
>
>
> -Blake-
> Conducting Magic
> MOBIUS573-234-4513877-312-3517
>
> On 6/16/2016 10:17 AM, Chris Owens wrote:
>
> Is there an "easy" way to get a multiple records (50-75) into a record
> bucket from a list of ISBNs? We are going to have to start deleting eBook
> records from our system given a list of titles with ISBNs. And I am trying
> to avoid doing it record by record.
>
> I appreciate any advice.
>
> Thanks,
>
> Chris
>
> --
>
> Chris Owens
>
> Director
>
> Blanchester Public Library
>
> 110 N. Broadway
>
> Blanchester, OH 45107
>
> 937-783-3585
>
> 937-783-2910 (fax)
>
> <cow...@blanlibrary.org>cow...@blanlibrary.org
>
>
>
>
>
>
>

Re: [OPEN-ILS-GENERAL] Series facet fix from conference.

[Elaine Hardy]

Is this something that can also be done for series added entries for traced
serials -- 800, 810, 811, and 830?

Elaine



J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 150
Atlanta, GA 30045

404.235.7128 Office
404.548.4241 Cell
404.235.7201 FAX

On Wed, May 25, 2016 at 10:37 AM, Josh Stompro <stomp...@exchange.larl.org>
wrote:

> Hello All, I was notified by Brent Mills (Sage) on IRC that one of the
> presentations at the conference covered fixing the issue with the series
> facet where the 490 subfield v is included.  So instead of one entry for
> the series, you get one entry per volume of the series.  I just wanted to
> bring it up here in case anyone is searching for it in the future.  I would
> be for this just being included in the default system, but I’m not a
> cataloger so I don’t know if this is generally applicable or not.
>
>
>
> The presentation was Metadata Abattoir by Mike Rylander
>
> https://evergreen-ils.org/wp-content/uploads/2015/11/eg16-Prime-cuts.pdf
>
>
>
> Our 490a data wasn’t all uniform, the space before the semicolon is
> missing in many cases, so I adjusted the regexp from “ ;.*” to “;.*” so
> more of our 490’s would get fixed without needing to modify the marc data.
>
>
>
> We also have a bunch of 490 entries that leave out the semicolon, so I
> either need to fix the marc for all of those, or find out how to not
> include the 490v in the first place.  I need to learn much more about xpath
> and mods before I can figure that out though. (oh, looks like Mike
> explained how to do that back in 2012 -
> http://markmail.org/message/l7cfk7fcj2xmw27t - sweet!)
>
>
>
> A reingest is needed after the new normalizer is specified before you will
> see changes in the facet data.  I used the following to only reingest the
> records that contained a semicolon in the series facet, limited to 9000
> records in a batch.
>
>
>
> select metabib.reingest_metabib_field_entries(source) from
> metabib.facet_entry where field=1 and value ~ ';.*$' limit 9000;
>
> Thanks
>
> Josh
>
>
>
> Lake Agassiz Regional Library - Moorhead MN larl.org
>
> Josh Stompro | Office 218.233.3757 EXT-139
>
> LARL IT Director | Cell 218.790.2110
>
>
>

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

[Elaine Hardy]

Clarifies; but, I'm still not convinced it would be a viable solution.
Especially for a library with 1000s of donations from 100s if not 1000s of
donors. Or for those where one donor, such as a local business, might
donate money for hundreds of items every year.

The inefficiency and insular nature of copy notes comes up ever so often.
Consortia like the way public notes display in the catalog so they are tied
to the specific copy rather than a record; but, we don't like most else
associated with them, including the lack of searchability by patrons and
staff. We also don't like that there aren't copy note templates for
recurring notes, no ability to add the same note to multiple copies at one
time (especially at the time attributes are being edited at copy creation
rather than singly after creation) and the clunky nature of having to dig
down to see nonpublic notes.  While I would prefer to see those issues
solved first, I understand that it is probably easier to get support for
development for some kind of search functionality for patrons.



J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 150
Atlanta, GA 30045

404.235.7128 Office
404.548.4241 Cell
404.235.7201 FAX

On Thu, May 19, 2016 at 3:54 PM, Mike Rylander <mrylan...@gmail.com> wrote:

> Elaine,
>
> Sorry, I should have mentioned that all of what I said still requires
> development, and adding display of specific types of buckets would be a
> trivial component of that work.
>
> The fact that public copy notes can display in the OPAC today doesn't
> really mean that making their content searchable would be simpler that what
> I've suggested.  In terms of effort and cost (both direct development and
> maintenance of the code, and I believe for cataloger efficiency benefits),
> folding copy notes into search is much more costly than displaying specific
> copy buckets that a copy belongs to.
>
> Does that help clarify?
>
>
>
> --
> Mike Rylander
>  | President
>  | Equinox Software, Inc. / Open Your Library
>  | phone:  1-877-OPEN-ILS (673-6457)
>  | email:  mi...@esilibrary.com
>  | web:  http://www.esilibrary.com
>
> On Thu, May 19, 2016 at 2:37 PM, Elaine Hardy <eha...@georgialibraries.org
> > wrote:
>
>> The main problem I see with the copy bucket approach is that it removes
>> the direct acknowledgement of the gift  a public copy note gives by being
>> displayed in the OPAC, which is desired by many donors.  They want everyone
>> to see that they donated the book both in the book itself and in the OPAC,
>> as well as being able to search the catalog for their donations. Removing
>> that direct link and using just a copy bucket would mean that the item
>> retrieved by itself would not indicate the gift in the OPAC.
>>
>> Like PaILS, PINES also does not allow information of a local nature to be
>> input into the bibliographic record, so copy notes are used to indicate
>> gifts. There are many changes we would like to see to notes, the ability
>> for patrons and staff to search them is one. Our libraries do often get
>> donors wanting to see the books they donated in the catalog as well as the
>> physical item on the shelf.
>>
>> Elaine
>>
>>
>>
>> J. Elaine Hardy
>> PINES & Collaborative Projects Manager
>> Georgia Public Library Service/PINES
>> 1800 Century Place, Ste. 150
>> Atlanta, GA 30045
>>
>> 404.235.7128 Office
>> 404.548.4241 Cell
>> 404.235.7201 FAX
>>
>> On Thu, May 19, 2016 at 1:59 PM, Mike Rylander <mrylan...@gmail.com>
>> wrote:
>>
>>> Scott,
>>>
>>> Since your main use case is about applying the same message to many
>>> specific copies, like a "digital book plate", it might be interesting to
>>> consider using copy buckets with a new type of, say, "donation", instead.
>>> Each bucket of that type would get its own name and description fields,
>>> analogous to the title and value fields on copy notes.  Here are some
>>> benefits I see:
>>>
>>>  * By only having the one bucket for a given donation, regardless of the
>>> number of items, we avoid human error on the note entry.
>>>  * Also, searching the name and description strings becomes very "cheap"
>>> compared to copy note title/value, since there is only the one bucket
>>> rather than a note per item.
>>>  * We already have specialized bucket-related interfaces already, which
>>> allow seeing the item set as a whole and manipulating them together.
>>>  * A URL can already be created that points any user, via the OPAC, at
>&g

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

[Elaine Hardy]

The main problem I see with the copy bucket approach is that it removes the
direct acknowledgement of the gift  a public copy note gives by being
displayed in the OPAC, which is desired by many donors.  They want everyone
to see that they donated the book both in the book itself and in the OPAC,
as well as being able to search the catalog for their donations. Removing
that direct link and using just a copy bucket would mean that the item
retrieved by itself would not indicate the gift in the OPAC.

Like PaILS, PINES also does not allow information of a local nature to be
input into the bibliographic record, so copy notes are used to indicate
gifts. There are many changes we would like to see to notes, the ability
for patrons and staff to search them is one. Our libraries do often get
donors wanting to see the books they donated in the catalog as well as the
physical item on the shelf.

Elaine



J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 150
Atlanta, GA 30045

404.235.7128 Office
404.548.4241 Cell
404.235.7201 FAX

On Thu, May 19, 2016 at 1:59 PM, Mike Rylander <mrylan...@gmail.com> wrote:

> Scott,
>
> Since your main use case is about applying the same message to many
> specific copies, like a "digital book plate", it might be interesting to
> consider using copy buckets with a new type of, say, "donation", instead.
> Each bucket of that type would get its own name and description fields,
> analogous to the title and value fields on copy notes.  Here are some
> benefits I see:
>
>  * By only having the one bucket for a given donation, regardless of the
> number of items, we avoid human error on the note entry.
>  * Also, searching the name and description strings becomes very "cheap"
> compared to copy note title/value, since there is only the one bucket
> rather than a note per item.
>  * We already have specialized bucket-related interfaces already, which
> allow seeing the item set as a whole and manipulating them together.
>  * A URL can already be created that points any user, via the OPAC, at the
> set of records with items in the container, and (as a bonus) searches can
> be performed /within/ that set.
>  * Because we have container-specific logic in the search code already,
> it's a (much, much, much) simpler path to add "searching" on name or
> description of these donation buckets, rather than copy notes.
>
> Thoughts?
>
>
> --
> Mike Rylander
>  | President
>  | Equinox Software, Inc. / Open Your Library
>  | phone:  1-877-OPEN-ILS (673-6457)
>  | email:  mi...@esilibrary.com
>  | web:  http://www.esilibrary.com
>
> On Thu, May 19, 2016 at 1:14 PM, scott.tho...@sparkpa.org <
> scott.tho...@sparkpa.org> wrote:
>
>> Hi,
>>   We are trying to gauge community support for creating, in the staff
>> client, a keyword search interface for Copy Notes. We are a statewide
>> consortium. Since bib records are shared, we do not allow our members to
>> use Local Notes tags like 590 for very localized information like “In
>> memory of Jim Jones” or “Donated by Harry Haynes.” The problem is that
>> descendants of Mr. Jones and Mr. Haynes himself might come in and demand to
>> know what items come up, and we have no way of doing that (other than
>> reports which cannot easily be run by front-line staff). Would anyone else
>> like to see a search interface for Copy Notes? Also, what kind of
>> information do other libraries and consortia place in Copy Notes?
>>
>> Thank you,
>> Scott
>>
>>
>>
>> Scott Thomas
>>
>> Executive Director
>>
>> *PaILS / SPARK*
>>
>> (717) 873-9461
>>
>> scott.tho...@sparkpa.org
>>
>> [image: Description: Description: Training | SPARK – Pennsylvania's
>> Statewide Library System] <http://www.palibrary.org/pails/>
>>
>>
>>
>
>

Re: [OPEN-ILS-GENERAL] Evergreen Community Releases 2015 Annual Report

[Elaine Hardy]

Thanks!



J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 150
Atlanta, GA 30045

404.235.7128 Office
404.548.4241 Cell
404.235.7201 FAX

On Wed, Apr 27, 2016 at 5:08 PM, Kathy Lussier <kluss...@masslnc.org> wrote:

> Yes, I can do that. It will also be helpful to have that link when I send
> out the press release, which I need to do tomorrow.
>
> Kathy
>
> On 04/27/2016 05:05 PM, Elaine Hardy wrote:
>
> I added the link to for the print version to the OCLC record. However, is
> it possible to create a page for the annual report for all future reports
> and all versions to be linked to? Something like this:
> http://georgialibraries.org/glass/newsletter/
>
> I suggest putting it under the About Us section, if it can be created.
>
> Elaine
>
>
>
>
> J. Elaine Hardy
> PINES & Collaborative Projects Manager
> Georgia Public Library Service/PINES
> 1800 Century Place, Ste. 150
> Atlanta, GA 30045
>
> 404.235.7128 Office
> 404.548.4241 Cell
> 404.235.7201 FAX
>
> On Wed, Apr 27, 2016 at 2:43 PM, Kathy Lussier <kluss...@masslnc.org>
> wrote:
>
>> Hi all,
>>
>> We had some local requests for a version of the annual report that is
>> better for printing, and I'm guessing there are others in the community who
>> may want to print the report as well. Rogan generated a printer-friendly
>> version of the report that I neglected to post when I sent out the original
>> announcement. You can now find it here:
>>
>>
>> https://evergreen-ils.org/wp-content/uploads/2016/04/Evergreen%20Annual%20Report%202015%20Print%20Version.pdf
>>
>> Kathy
>>
>> On 04/22/2016 10:16 AM, Kathy Lussier wrote:
>>
>> The Evergreen community released its 2015 Annual Report
>> <https://evergreen-ils.org/wp-content/uploads/2016/04/Evergreen%20Annual%20Report%202015%20Max%20Resolution.pdf>this
>> morning during the 2016 International Evergreen Conference in Raleigh,
>> North Carolina.
>>
>> The annual report highlights a busy year for Evergreen with 60 new
>> library locations moving to the system, bringing the total number of known
>> Evergreen libraries to nearly 1,800.  In addition to two new feature
>> releases, 2015 also saw a lot of work completed for the new web-based staff
>> client, which is scheduled to be ready to replace the current staff client
>> in Spring 2017.
>>
>> The annual report is available from the Evergreen web site at
>> https://evergreen-ils.org/wp-content/uploads/2016/04/Evergreen%20Annual%20Report%202015%20Max%20Resolution.pdf
>>
>> Kathy Lussier
>>
>>
>>
>> --
>> Kathy Lussier
>> Project Coordinator
>> Massachusetts Library Network Cooperative(508) 343-0128kluss...@masslnc.org
>> Twitter: http://www.twitter.com/kmlussier
>>
>>
>> --
>> Kathy Lussier
>> Project Coordinator
>> Massachusetts Library Network Cooperative(508) 343-0128kluss...@masslnc.org
>> Twitter: http://www.twitter.com/kmlussier
>>
>>
>
> --
> Kathy Lussier
> Project Coordinator
> Massachusetts Library Network Cooperative(508) 343-0128kluss...@masslnc.org
> Twitter: http://www.twitter.com/kmlussier
>
>

[OPEN-ILS-GENERAL] OCLC record for Community annual report

[Elaine Hardy]

For OCLC libraries, I created an OCLC record for The community annual
report -- #947717620. Bin Lin created the NAR for the Evergreen Oversight
Board. If someone with either SACO privileges or a contact with a SACO
funnel could create Evergreen (Computer system) as a subject authority?

Please let me know if you see any corrections to the record. I can't add a
LCC number since I don't have access to the schedules, so if someone does
and would like to add, please do so.

Elaine


J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 150
Atlanta, GA 30045

404.235.7128 Office
404.548.4241 Cell
404.235.7201 FAX

Re: [OPEN-ILS-GENERAL] Programmatic Merging of Bibliographic Records

[Elaine Hardy]

For cataloging, ISBN is not a match point. For data cleanup and migration,
it is, at the very least, a bad match point . There are too many potential
errors with 020s to use it as a main match point. We still have mismatches
in our catalog where a vendor used it as the main match point -- as a
result, we have print items on audio records, audio on print, large print
on regular print, etc. the records will have a mix of audio and print, etc
since some items were on the correct record when the merge occurred.

Using ISBN as your primary match point will cause an unacceptable number of
false matches, as Blake points out as well.



J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 150
Atlanta, GA 30045

404.235.7128 Office
404.548.4241 Cell
404.235.7201 FAX

On Tue, Apr 26, 2016 at 11:17 AM, Rogan Hamby <rha...@esilibrary.com> wrote:

> I disagree that the 020 can't be used as a match point.  I don't think it
> should be used as the only match point.  It is possible to generate errors
> with the method described in that code.  In my experience the benefits of
> the high number of accurate matches outweighed the bad matches.
>
> CiL published an article about it with numbers of the results if anyone is
> interested and put the full text online:
>
>
> http://www.infotoday.com/cilmag/may12/Hamby-A-Practical-Approach-to-Collection-Deduping.shtml
>
> This is a very different approach from the default method that was
> historically used in Evergreen and far less conservative.  Any method that
> people use they should be aware of the pros and cons for.
>
>
> On Tue, Apr 26, 2016 at 10:47 AM, Elaine Hardy <
> eha...@georgialibraries.org> wrote:
>
>> Keep in mind that an ISBN (MARC field 020) is not a match point. It is a
>> finding aid. Publishers do reuse ISBNs or use a different ISBN for what is
>> a new printing rather than a new publication (meaning no change in
>> information). Not only can ISBNs for all formats of a title be present on a
>> bib record, an incorrect ISBN can be associated with a record, particularly
>> in a local catalog. Having the same ISBN does not mean that records are
>> matches and should be merged. Having the same ISBN and title also does not
>> mean that records are matches and should be merged.
>>
>> A matching algorithm should consider matching fields such as Form, Type,
>> Lang, main title (245|a), publisher (26x|b), date of publication (26x|c),
>> physical description (300|a), etc. after potential duplicates are
>> identified with standard numbers such as ISBN.
>>
>> Prior to merging the records even in a test environment, if you could
>> provide your catalogers with either a file containing a sample of the
>> matched records  or a list of the TCNs or record IDs of the matched
>> records, they can help you refine your matching algorithm to maximize
>> correct matches and minimize incorrect matches.
>>
>>
>>
>>
>>
>> J. Elaine Hardy
>> PINES & Collaborative Projects Manager
>> Georgia Public Library Service/PINES
>> 1800 Century Place, Ste. 150
>> Atlanta, GA 30045
>>
>> 404.235.7128 Office
>> 404.548.4241 Cell
>> 404.235.7201 FAX
>>
>> On Mon, Apr 25, 2016 at 3:55 PM, Rogan Hamby <rha...@esilibrary.com>
>> wrote:
>>
>>> That is one thing to point out, when it was written originally
>>> electronic records were still fairly rare.  The consortium it was written
>>> for still only uses them in very small numbers and I setup those as
>>> distinct bib sources that I modified the bib selection code to exclude.
>>> Those are things to look at.
>>>
>>> On Mon, Apr 25, 2016 at 3:46 PM, Blake Henderson <
>>> bl...@mobiusconsortium.org> wrote:
>>>
>>>> Whatever method you use I heartily recommend doing so on a testing
>>>> system and having catalogers look over the results first.
>>>> You may have already done all the due diligence but I say it for anyone
>>>> reading along as well.  I've never had problems with
>>>> this method and heard back from others with positive success with it as
>>>> well but I also heard from at least one whose data
>>>> was apparently different enough that it was not a clean merge.  Caveat
>>>> usor, let the user beware.
>>>>
>>>>
>>>> We used this method for identifying the duplicate records. We found
>>>> that it merged electronic resources with books. It connected other formats
>>>> as well. We learned the hard way that we need to have better MARC records

Re: [OPEN-ILS-GENERAL] Programmatic Merging of Bibliographic Records

[Elaine Hardy]

Keep in mind that an ISBN (MARC field 020) is not a match point. It is a
finding aid. Publishers do reuse ISBNs or use a different ISBN for what is
a new printing rather than a new publication (meaning no change in
information). Not only can ISBNs for all formats of a title be present on a
bib record, an incorrect ISBN can be associated with a record, particularly
in a local catalog. Having the same ISBN does not mean that records are
matches and should be merged. Having the same ISBN and title also does not
mean that records are matches and should be merged.

A matching algorithm should consider matching fields such as Form, Type,
Lang, main title (245|a), publisher (26x|b), date of publication (26x|c),
physical description (300|a), etc. after potential duplicates are
identified with standard numbers such as ISBN.

Prior to merging the records even in a test environment, if you could
provide your catalogers with either a file containing a sample of the
matched records  or a list of the TCNs or record IDs of the matched
records, they can help you refine your matching algorithm to maximize
correct matches and minimize incorrect matches.





J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 150
Atlanta, GA 30045

404.235.7128 Office
404.548.4241 Cell
404.235.7201 FAX

On Mon, Apr 25, 2016 at 3:55 PM, Rogan Hamby <rha...@esilibrary.com> wrote:

> That is one thing to point out, when it was written originally electronic
> records were still fairly rare.  The consortium it was written for still
> only uses them in very small numbers and I setup those as distinct bib
> sources that I modified the bib selection code to exclude.  Those are
> things to look at.
>
> On Mon, Apr 25, 2016 at 3:46 PM, Blake Henderson <
> bl...@mobiusconsortium.org> wrote:
>
>> Whatever method you use I heartily recommend doing so on a testing system
>> and having catalogers look over the results first.
>> You may have already done all the due diligence but I say it for anyone
>> reading along as well.  I've never had problems with
>> this method and heard back from others with positive success with it as
>> well but I also heard from at least one whose data
>> was apparently different enough that it was not a clean merge.  Caveat
>> usor, let the user beware.
>>
>>
>> We used this method for identifying the duplicate records. We found that
>> it merged electronic resources with books. It connected other formats as
>> well. We learned the hard way that we need to have better MARC records
>> before we run such a tool. Tons of MARC from LOC, includes all of the
>> ISBN's of the related formats for example. We subsequently wrote an
>> enormous amount of code to "guess" the correct format for all of our bibs
>> before deduping them. It uses phrase matching in the MARC. We presented
>> this at the Evergreen conference 2015. Slides here:
>> <http://slides.mobiusconsortium.org/blake/evergreencatclean/#/>
>> http://slides.mobiusconsortium.org/blake/evergreencatclean/#/
>> If you are curious, ping me.
>>
>> -Blake-
>> Conducting Magic
>> MOBIUS
>>
>> On 4/25/2016 2:04 PM, Rogan Hamby wrote:
>>
>> Hi Jim,
>>
>> It is available.  To be clear I helped create the de-duplication
>> algorithm but the actual coding was done by Galen Charlton of  Equinox.
>> You can find it here:
>>
>>
>> <http://git.esilibrary.com/?p=migration-tools.git;h=300a04108fc6a3d14424c6d365329be334114f7d>
>> http://git.esilibrary.com/?p=migration-tools.git;h=300a04108fc6a3d14424c6d365329be334114f7d
>>
>> The full scope of the script goes a bit beyond the original question as
>> it also does de-duplication before the merging.  The merging work is done
>> by the merge_record_assets function that Jason referenced.
>>
>>
>> On Mon, Apr 25, 2016 at 2:36 PM, swills beyond-print.com <
>> swi...@beyond-print.com> wrote:
>>
>>> Rogan Hamby shared his work with me.  It's a set of SQL procedures that
>>> product a 'best bib' and then identifies the less interesting duplicate and
>>> it seems to work well.  I modified it so that it produces the candidates
>>> but doesn't actually do the merge since we like to have that personal touch
>>> up in Maine.  I'm not sure if it is in Evergreen Repos or not?
>>>
>>> Rogan, can you help and thanks again.
>>>
>>> Steve Wills
>>>
>>> On April 25, 2016 at 2:24 PM Jim Taylor <jtay...@jtdata.com> wrote:
>>>
>>> I raised the questi

Re: [OPEN-ILS-GENERAL] Self Check / ILL issue - Blocking checkout

[Elaine Hardy]

Josh,

I don't think this is ​a problem for a software solution. I think it is
best solved by ILL workflow changes and staff education.

In PINES, ILL staff are instructed to check the item out to the patron when
they create the pre-cat record so that the due date is set correctly. As
you mentioned, it doesn't matter when the patron picks up the item, it is
still due back to the lending library at their set date. ILL staff are also
instructed to renew the item so that it cannot be renewed by the patron.
(We don't have a circ modifier expressly for ILLs, since initially, you
could not choose a circ modifier for a pre-cat. We should add one but it
hasn't been on my radar to do so and PINES libraries haven't asked for one).

The item also generally has a book strap that identifies it as an ILL item
so that it can be correctly handled on check out and return (provided the
patron leaves the strap on).

I don't know if self checkout differs, but if I try to check out, in the
client, an item already checked out to me, I get an error message telling
me that. I still would not want the item to go to the holds shelf since I
would want the patron to be verbally told the due date and any other
information. Having ILL staff check the item out may solve the self check
problem if it does inadvertently get placed there.

Elaine



J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 150
Atlanta, GA 30045

404.235.7128 Office
404.548.4241 Cell
404.235.7201 FAX

On Wed, Apr 6, 2016 at 2:21 PM, Josh Stompro <stomp...@exchange.larl.org>
wrote:

> Thanks for the idea been.  I am referring to the web based self check, I
> should have clarified that.
> Josh
>
> Josh Stompro - LARL IT Director
>
>
> -Original Message-
> From: Open-ils-general [mailto:
> open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Ben Shum
> Sent: Wednesday, April 06, 2016 11:40 AM
> To: Evergreen Discussion Group
> Subject: Re: [OPEN-ILS-GENERAL] Self Check / ILL issue - Blocking checkout
>
> Presuming you mean the Evergreen web selfcheck, I could only think of a
> workaround approach like follows:
>
> If you were to designate the workstation for the selfcheck to be a
> different org unit (like an opac invisible child unit of the parent
> library), then include a circ policy in circ_matrix_matchpoint that says,
> don't circ items of a particular copy location (the ILL one) or circ
> modifier (if you have an ILL circ mod?), but leave the rest to fallthrough
> back up to the parent org unit rules, then the selfcheck could function
> differently with regards to those materials.
>
> Otherwise, I've found it more common that staff wanted items to be
> completely restricted and not allowed for checkout (i.e. circulate = false
> on the item or copy location levels) and to deal with it at the desk as you
> hint would be burdensome.
>
> Some development required maybe if we want to avoid any crazy workarounds
> like the one I posit above.
>
> And if you're talking about SIP2-based selfchecks, that's a whole other
> ball game entirely
>
> Just thinking aloud, hope some of that might prove helpful.
>
> -- Ben
>
> On Wed, Apr 6, 2016 at 12:02 PM, Josh Stompro <stomp...@exchange.larl.org>
> wrote:
> > Hello Everyone,
> >
> >
> >
> > My coworker is working on an issue with out of state ILL items, that
> > we always want to have due on a specific date, even when the customer
> > doesn’t pickup the item right away.  And she has been trying to figure
> > out if there is a way to block a specific item from being checked out
> > at the self check, but allow it to be checked out by staff without using
> an override.
> >
> >
> >
> > With these items we don’t want them to go on the holdshelf, since we
> > need staff to read the documentation attached and set a specific due
> > date.  But they will accidentally get placed on the hold shelf, so we
> > would like the self checks to not process the checkouts.
> >
> >
> >
> > I’ve looked at hard due dates documentation, but that doesn’t seem
> > like it would since this situation isn’t what it was designed for.  We
> > have also looked at using item alerts, but blocking based on the alert
> > event would affect too many users negatively in our system since we
> > use the alerts for situations that don’t require a checkout to be
> blocked.
> >
> >
> >
> > We would like to avoid setting the items to non-circulate since that
> > would require staff to override, which we don’t want to be a common
> > occurrence that staff get used to.
> >
> >
> >
> > If something to address this doesn’t already ex