Re: [OPEN-ILS-GENERAL] Is this a bug?

[Elisabeth Keppler]

Meant to say more about depth.  Here in North Carolina, some userids have
permissions at branch depth, others at system, and others at consortium.
I've been tripped up by having the wrong depth in the past!  Then again, if
Jason's right about the bug, the depth won't matter.

Lise

On Fri, May 5, 2017 at 4:02 PM, Elisabeth Keppler <keppl...@forsyth.cc>
wrote:

> Jennifer, if you check the User Permission Editor for the login user, is
> COPY_STATUS_LONG_OVERDUE.override checked?  And if so, at what depth?
> Perhaps the login userid doesn't have quite enough permission to get the
> job done.
>
> Lise
>
> On Fri, May 5, 2017 at 3:47 PM, Walz, Jennifer <jlw...@asbury.edu> wrote:
>
>> All –
>>
>>
>>
>> We are getting permission errors for LongOverdue items when trying to
>> check them in.   The error says that there is a permission issue with the
>> override.  However, here is the permission as it is set:
>> “COPY_STATUS_LONGOVERDUE.override”This is set in the permission
>> group that is trying to perform this function.
>>
>>
>>
>> BUT -
>>
>>   You  the error message that pops up, it has another underscore in it:
>> “COPY_STATUS_LONG_OVERDUE.override”
>>
>>
>>
>>   So, there being a mis-match, I am wondering if the system is having
>> problems because it thinks it is one thing, when it is actually another?
>>
>>
>>
>>   Is this a bug?   What do we need to do to fix this? Currently we
>> cannot check in these items because no one can override the message.
>>
>>
>>
>> Thanks!
>>
>>
>>
>> Jennifer
>>
>> --
>> Jennifer Walz, MLS - Head of Permission Issues
>> Kinlaw Library -  *Asbury University*
>> One Macklem Drive, Wilmore, KY 40390
>> 859-858-3511 ext. 2269 <(859)%20858-3511>
>> jlw...@asbury.edu
>>
>>
>>
>
>
>
> --
> Lise Keppler, Technical Services
> Forsyth County Public Library
> 2851 Fairlawn Dr
> Winston Salem NC  27106
> 336-703-3048 <(336)%20703-3048>
>



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

Re: [OPEN-ILS-GENERAL] Is this a bug?

[Elisabeth Keppler]

Jennifer, if you check the User Permission Editor for the login user, is
COPY_STATUS_LONG_OVERDUE.override checked?  And if so, at what depth?
Perhaps the login userid doesn't have quite enough permission to get the
job done.

Lise

On Fri, May 5, 2017 at 3:47 PM, Walz, Jennifer  wrote:

> All –
>
>
>
> We are getting permission errors for LongOverdue items when trying to
> check them in.   The error says that there is a permission issue with the
> override.  However, here is the permission as it is set:
> “COPY_STATUS_LONGOVERDUE.override”This is set in the permission group
> that is trying to perform this function.
>
>
>
> BUT -
>
>   You  the error message that pops up, it has another underscore in it:
> “COPY_STATUS_LONG_OVERDUE.override”
>
>
>
>   So, there being a mis-match, I am wondering if the system is having
> problems because it thinks it is one thing, when it is actually another?
>
>
>
>   Is this a bug?   What do we need to do to fix this? Currently we
> cannot check in these items because no one can override the message.
>
>
>
> Thanks!
>
>
>
> Jennifer
>
> --
> Jennifer Walz, MLS - Head of Permission Issues
> Kinlaw Library -  *Asbury University*
> One Macklem Drive, Wilmore, KY 40390
> 859-858-3511 ext. 2269 <(859)%20858-3511>
> jlw...@asbury.edu
>
>
>



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

Re: [OPEN-ILS-GENERAL] Patron online self registration for immediate use accounts

[Elisabeth Keppler]

Because online resources are expensive and frequently the cost is related
to usage, Forsyth County (NC) verifies who someone is using photo id when
we create a library account and charges a non-resident fee for those who
live outside of a specified geographic area.  Therefore, we're not in the
market for this development.  Sorry.

On Thu, Feb 9, 2017 at 9:42 AM, Lindsay Stratton 
wrote:

> We are looking into options to allow our patrons to create accounts online
> that can be immediately used to access and borrow online materials.
>
> Looking at the existing patron self-registration feature, that just
> creates pending accounts for staff to verify, etc.
>
> Is anybody else considering/interested in online registration for online
> access use? I'd create a wishlist, but am also be interested in finding
> potential funding partners.
>
>
> Lindsay Stratton
> Library Automation Services Manager
> Pioneer Library System
> 2557 State Rte 21
> Canandaigua, NY 14424
> 585-394-8260 x104 <(585)%20394-8260>
>
>


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

Re: [OPEN-ILS-GENERAL] Help with reports - need end of year stats - can't get data - blank report

[Elisabeth Keppler]

I bet Brent is right!  If you are using relative dates in your parameters
instead of real dates (such as saying you want everything created 1 to 12
months ago), it's easy to enter them backwards.  In the example he
provided, the top parameter would 12 months and the bottom parameter 1
month.

On Wed, Jun 29, 2016 at 7:10 PM, Brent Mills 
wrote:

> Jennifer,
>
> And there is a ‘canned’ report from Equinox that is Count Items Added by
> Date Range.But nothing ever comes out.  I just get a blank.   I’ve
> tried all kinds of date ranges and don’t know what is wrong.
>
>
> Have you tried putting the older date range value in the first section of
> the between? I think that’s been an issue with a few of our date range
> reports.
>
>
>
> -Brent
>
> -
>
> Brent Mills
> Systems Librarian | Sage Library System
>
> email: br...@hoodriverlibrary.org
> tickets: https://sagesupport.eou.edu
> phone: 541.610.8384
>
> On Jun 29, 2016, at 1:47 PM, Walz, Jennifer  wrote:
>
> And there is a ‘canned’ report from Equinox that is Count Items Added by
> Date Range.But nothing ever comes out.  I just get a blank.   I’ve
> tried all kinds of date ranges and don’t know what is wrong.
>
>
>


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

Re: [OPEN-ILS-GENERAL] Help with reports - need end of year stats - can't get data - blank report

[Elisabeth Keppler]

This is pretty down-and-dirty but it does seem to work:

[image: Inline image 1]
It uses the "Item" source, filters on creation date range, filters OUT
anything that has been deleted (so you'll miss anything that was added and
deleted within the same time range), and includes only those org units in
our library system (since we're a consortium member).  All that displays is
the short name for the org unit and the total copy IDs added during the
specified time range.  Does that help?

Thanks,
Lise

On Wed, Jun 29, 2016 at 4:47 PM, Walz, Jennifer  wrote:

> All –
>
> I am not sure if this is the report acting weird, or something else wrong
> with our system.
>
> My boss wants this:  need *one total number of physical items added to
> the collection between 7/1/15 and today (last 12 months)*.
>
> And there is a ‘canned’ report from Equinox that is Count Items Added by
> Date Range.But nothing ever comes out.  I just get a blank.   I’ve
> tried all kinds of date ranges and don’t know what is wrong.
>
> Can anyone guide me to maybe create one from scratch?   Or fix the one
> that is already there?Is there a bug in the system?
>
> Thanks!
>
> Jennifer
>
> --
> Jennifer Walz, MLS - Head of ILS inputs
> Kinlaw Library -  *Asbury University*
> One Macklem Drive, Wilmore, KY 40390
> 859-858-3511 ext. 2269
> jlw...@asbury.edu
>
>
>
>
>



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

Re: [OPEN-ILS-GENERAL] Site Selection for the Evergreen Conference 2017 - Announcement

[Elisabeth Keppler]

Excellent choice!  I've always wanted to visit Kentucky and Covington looks
lovely.  (Everybody pay your taxes before you go, though, since the IRS is
the largest employer in the city.)

Congrats, Covington Five, on your successful bid for 2017.  Hope to see you
in The Old North State next week!

Lise

On Tue, Apr 12, 2016 at 2:17 PM, Kathy Lussier  wrote:

> Congratulations to the Covington Five! I look forward to visiting Kentucky
> for the conference next year.
>
> Kathy
>
>
> On 04/12/2016 02:11 PM, Grace Dunbar wrote:
>
> Great news!
> The Evergreen 2017 Conference Site Selection Committee has chosen the site for
> our next conference.
>
> The Evergreen International Conference for 2017 will be in beautiful
> Covington, Kentucky!
>
> As befits the consortial nature of the Evergreen software, this conference
> will be co-hosted by:
> Asbury Theological Seminary, Kentucky
> Asbury University, Kentucky
> Consortium of Ohio Libraries
> Evergreen Indiana
> Kenton County Public Library, Kentucky
>
> While Covington itself is not tremendously large, its city center is part
> of a downtown core that spreads across 3 cities in two states. The effect
> of this is that the Cincinnati-Covington-Newport area has the amenities
> of a large metro area while maintaining the charm, comfort, and
> hospitality of the smaller cities that makeup the region.  The proposal
> outlined a beautiful and reasonably priced conference venue, comprehensive
> public transportation, diverse eateries, arts and entertainment, and,
> naturally, distillery tours.
>
> Congratulations to the Covington co-hosting group!  The Covington Five?  :)
>
> - The Evergreen 2017 Conference Site Selection Committee
>
>
> --
> Grace Dunbar, Vice President
> Equinox - Open Your Library
> gdun...@esilibrary.com
> 1-877-OPEN-ILS  |   www.esilibrary.com
>
>
>
> --
> Kathy Lussier
> Project Coordinator
> Massachusetts Library Network Cooperative(508) 343-0128kluss...@masslnc.org
> Twitter: http://www.twitter.com/kmlussier
>
>


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

Re: [OPEN-ILS-GENERAL] Patron Buckets

[Elisabeth Keppler]

Forsyth (NC) would love to use batch patron editing for moving patrons who
have aged up from juvenile to YA permission groups or from YA to adult
permission groups.  Currently, we run reports based on birthdates and make
the changes by hand.

Thanks,
Lise

On Mon, Jan 25, 2016 at 2:04 PM, Walz, Jennifer  wrote:

> All –
>
>
>
> For the Higher Ed group, we would like to delete all students who have
> left our campus (graduated, withdrawn, etc) by some criteria – like their
> expiration date or by a statistical category (we have them set up by Fresh,
> Soph, Jun, Sen, Grad, etc).
>
>
>
>Our “patrons” are constantly in flux and  we need to purge them in
> large groups.   Having a way to do that would be great.
>
>
>
> Thanks!
>
>
>
> Jennifer
>
> --
> Jennifer Walz, MLS - Head of ILS Services
> Kinlaw Library -  *Asbury University*
> One Macklem Drive, Wilmore, KY 40390
> 859-858-3511 ext. 2269
> jlw...@asbury.edu
>
>
>
> *From:* Open-ils-general [mailto:
> open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Erica
> Rohlfs
> *Sent:* Monday, January 25, 2016 11:28 AM
>
> *To:* Evergreen Discussion Group
> *Subject:* Re: [OPEN-ILS-GENERAL] Patron Buckets
>
>
>
> Good Morning,
>
>
>
> And with batch editing, what might be some examples there?
>
>
>
> Librarians have previously expressed an interest in batch patron delete,
> batch permission group editing, and batch patron group member editing (such
> as adding a group of students to a teacher's group).
>
>
>
> Enjoy the day!
>
> Erica
>
>
>
> On Mon, Jan 25, 2016 at 10:49 AM, Lynn Floyd 
> wrote:
>
> I have one. What if one branch of a library system closed, and you wanted
> to move all of those patrons to a new Branch?
>
> Lynn Floyd
> lfl...@andersonlibrary.org
> Anderson County Library
> 864-260-4500 x181
> http://www.andersonlibrary.org
>
>
>
>
> -Original Message-
> From: Open-ils-general [mailto:
> open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Chris
> Sharp
> Sent: Monday, January 25, 2016 10:46 AM
> To: Evergreen Discussion Group
> Subject: Re: [OPEN-ILS-GENERAL] Patron Buckets
>
> Jason,
>
> I have a batch editing use case for this.  Several years ago, one of the
> primary email providers for a large swath of Georgia counties was bought
> out, and after a point, they deactivated all email addresses with the older
> company's domain, which was resulting in massive numbers of bounces for
> staff to process.  We solved the issue with a server-side SQL batch edit of
> affected accounts, but patron buckets would have allowed library staff to
> take care of this themselves.
>
> Hope that helps!
>
> Chris
>
> - Original Message -
> > From: "Jason Etheridge" 
> > To: "Evergreen Discussion Group" <
> open-ils-general@list.georgialibraries.org>
> > Sent: Monday, January 25, 2016 10:36:27 AM
> > Subject: Re: [OPEN-ILS-GENERAL] Patron Buckets
> >
> > > I couldn’t find a ticket for the feature yet, that would be a good
> first
> > > start.
> >
> > I'd also suggest pulling out the batch edit part into a separate ticket.
> >
> > I've always been a fan of the idea of patron buckets, and I'm curious
> > about what the use cases might be.  Anything other than batch editing?
> >  And with batch editing, what might be some examples there?
> >
> > --
> > Jason Etheridge
> > | Community and Migration Manager
> > | Equinox Software, Inc. / The Open Source Experts
> > | phone: 1-877-OPEN-ILS (673-6457)
> > | email: ja...@esilibrary.com
> > | web: http://www.esilibrary.com
> >
>
> --
> Chris Sharp
> PINES System Administrator
> Georgia Public Library Service
> 1800 Century Place, Suite 150
> Atlanta, Georgia 30345
> (404) 235-7147
> csh...@georgialibraries.org
> http://pines.georgialibraries.org/
>
>
>
>
>
> --
>
> Erica Rohlfs
>
> Project Manager
>
> Equinox Software Inc. / The Open Source Experts
>
> Phone: 770-709-5572 | 1-877-OPEN-ILS (673-6457) x5572
>
> Email: eroh...@esilibrary.com
>
> Web: http://www.esilibrary.com
>
>


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

Re: [OPEN-ILS-GENERAL] Reminders for expiring cards

[Elisabeth Keppler]

We are SO looking forward to 2.9!

On Fri, Dec 18, 2015 at 5:43 PM, Angela Kilsdonk 
wrote:

> Hi Vince,
>
> In version 2.9 there is a new Action Trigger called "30 Day Account
> Expiration Courtesy Notice" that can be used to send patrons a reminder
> that their accounts will expire in the near future.  The Action Trigger can
> be modified for a time period other than 30 days.
>
> Hope this helps,
> Angela
>
> On Fri, Dec 18, 2015 at 4:33 PM, Vince Giordano <
> vgiord...@juniatalibrary.org> wrote:
>
>> Does anyone use a method for reminding patrons that their library card is
>> soon expiring?
>>
>> We are having patrons who primarily use Overdrive contact us and say
>> there is an error or block on their account (due to their card expiring). I
>> didn't know if there was a feature to send out a courtesy email of some
>> kind. Putting a reminder message on the footer of the print receipt is one
>> I am considering.
>>
>>
>> 
>>  This
>> email has been sent from a virus-free computer protected by Avast.
>> www.avast.com
>> 
>> <#151b74415727455e_151b73aae23db4a4_DDB4FAA8-2DD7-40BB-A1B8-4E2AA1F9FDF2>
>>
>
>
>
> --
> Angela Kilsdonk
> Education Manager
> Equinox Software Inc. / The Open Source Experts
> 1-877-OPEN-ILS (673-6457)
>



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

Re: [OPEN-ILS-GENERAL] Reminders for expiring cards

[Elisabeth Keppler]

Forsyth NC runs a report on the 15th of every month identifying the email
addresses of those patrons whose cards expire the next month.  We use
vendor Constant Contact to send a mass email to all those addresses letting
the patrons know that their cards are due to expire.  Included in the text
of the message are instructions for how to renew.  Hope that helps!

Thanks,
Lise

On Fri, Dec 18, 2015 at 5:33 PM, Vince Giordano <
vgiord...@juniatalibrary.org> wrote:

> Does anyone use a method for reminding patrons that their library card is
> soon expiring?
>
> We are having patrons who primarily use Overdrive contact us and say there
> is an error or block on their account (due to their card expiring). I
> didn't know if there was a feature to send out a courtesy email of some
> kind. Putting a reminder message on the footer of the print receipt is one
> I am considering.
>
>
> 
>  This
> email has been sent from a virus-free computer protected by Avast.
> www.avast.com
> 
> <#151b73adbade270e_DDB4FAA8-2DD7-40BB-A1B8-4E2AA1F9FDF2>
>



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

Re: [OPEN-ILS-GENERAL] Book Club Kit Lending

[Elisabeth Keppler]

This may be off the wall, but might you create a non-holdable
OPAC-invisible shelf location for them?  As long as all the consortium
members were able to handle the shelf location, then all the items in the
"kit" could be shipped to a library and the owning library changed for
them, the location would alert staff to where they could find the books,
you'd get full circulation information, and the books would return to the
current owning library no matter where they are checked back in. Would that
work?

Lise

On Mon, Dec 7, 2015 at 5:44 PM, Blake Henderson 
wrote:

> All,
>
> We had a consortium issue we are trying to figure out how to handle.
> Several of our library systems would like to share the "Book Club in a kit"
> set of books. The idea is to keep the set of books together while they are
> circulated for Book clubs around the consortium. The best idea we have
> would be to create a dummy copy in the database that represents the whole
> set of (x) copies. The call number would describe the title and quantity.
> The dummy copy would be attached to a bib called "Book Club Kit" with some
> very basic information in the MARC. The consortium staff members would
> "know" (with training) that is the place to go for attaching these kits and
> where to go in order to place a hold.
>
> Once a staff member places the copy level hold on the dummy barcode. This
> is where we have some questions. We would like to circ each book to each
> patron for tracking purposes. Of course, the system didn't track each copy
> in the transit table. Once they arrive at the destination library, they
> would proceed to check out each copy to each patron. Should the copies have
> their circulation library changed first? Maybe there is a better way to
> handle it?
>
> Does anyone else have a similar scenario?
>
> --
> -Blake-
> Conducting Magic
> MOBIUS
> 573-234-4513
> 877-312-3517
>
>


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

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

[Elisabeth Keppler]

Forsyth County NC used to use the Evergreen acquisitions module, but
because the County would not allow us to track money that way (we are
required to use the County Finance Department's methods), it was much more
trouble than it was worth.  We were tracking in multiple places.  Now, once
the PO is activated, the money people track the funds and Tech Services
tracks the materials.  That's an over-simplification, of course, but it
means there's a lot less duplication of effort.

Best of luck!
Lise

On Thu, Nov 5, 2015 at 3:58 PM, St. John, Leslie <
lstj...@georgialibraries.org> wrote:

> Hi Sharon,
> We (I) empathize.  Sincerely.  It's not easy. We use all of it, or try.
> We've learned a lot and keep on learning.
>
> In our consortium we currently have three library systems using
> Acquisitions. The systems are different in size, budget, workflows and
> vendors. Each encounters different issues.  When we go into a library
> system that wants to use Acquisitions we ask about their goals and then
> later, after they have had some experience we go back and ask if the EG
> Acquisitions has or will meet their goals and they all have said yes.  They
> are most excited about fund tracking - that they know how their budgets
> stand in real time; second is they are happily relieved of most of their
> paper.  Although we tend to have very strict audit requirements that still
> require paper purchase orders and invoices their pre-order tracking,
> collating and receiving are almost paper free. One of our library systems
> that tried and rejected Acquisitions is now extremely interested - the
> person who rejected it is now in charge of the entire process of acquiring
> and cataloging for a large system. They now appreciate the advantages of a
> cohesive Acquisitions module over their cobbled together vendor website and
> internal spreadsheet system they have been using.
>
> I do not know of any of our library systems using any Acquisitions
> specific software. Most systems seem to use a combination of ordering
> through through their vendor websites and issuing paper purchase orders,
> keeping track of their funds though spreadsheets.  Some of our larger
> systems have constructed in-house databases to manage ordering but not fund
> tracking.
>
> I hope that helps you out some. Please feel free to contact me if you have
> further questions or if we can be of any help to you.
> Leslie
>
> Leslie St. John
> PINES Consultant
> Georgia Public Library Service
> A Unit of the University System of Georgia
> 1800 Century Place, Suite 150
> Atlanta, GA 30345-4304
> 404-235-7129
> lstj...@georgialibraries.org
> www.gapines.org
>
> --
> *From: *"Sharon Douglas" 
> *To: *open-ils-general@list.georgialibraries.org
> *Sent: *Thursday, November 5, 2015 1:01:19 PM
> *Subject: *[OPEN-ILS-GENERAL] FW: Evergreen Acquistions vs some other
> method
>
>
>
>
> We’ve been struggling to get Evergreen Acquistions set up and working, and
> are gaining ground.
>
> But it’s time for us to evaluate the pro/con of even using an acquisition
> module, vs. using some other method.
>
>
>
> I’ve got 3 questions for everyone...
>
>
>
> 1)  Do you use Evergreen Acqisitions and if yes, do you use it all or
> only some portion of it.
>
>
>
> 2)  If you do not use Evergreen Acquistions, do you use some other
> Acquistion software and if yes, what is it.
>
>
>
> 3)  If you do not use any Acquisition software, what method do you
> use to keep track of funds/ encumbrances/ect.?
>
>
>
> I’m posting this same question to the Cataloging group.
>
>
>
>
>
> Sharon Douglas  -  Automation Coordinator - Lake Agassiz Regional Library
>
> 118 5th St S  - Moorhead MN 56561  -  218-233-3757 ext 138  -
> www.larl.org
>
> The mission of LARL is to enrich lives and strengthen communities
>
> LARL values intellectual freedom, equal access to information, respect,
>
> tolerance, fun and welcoming atmosphere, excellent customer service,
>
> and a current community driven collection.
>
>
>
>


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

Re: [OPEN-ILS-GENERAL] smartphone apps instead of library card

[Elisabeth Keppler]

Ours are either 13 or 14 digits (mostly depending on how old they are) and
include check-digits so phony numbers aren't really an issue.  We also get
the very occasional "I didn't check that out" comment and we allow circ
desk staff to use Mark Claimed Never Checked Out after doing due
diligence.  We then ask them to add a note to the patron's record so we can
trace whether this becomes a pattern.

Funny you should mention the rapper, Rogan.  We just taped a poster on the
Tech Services door that says "We've got 99 problems but a book ain't
one"--swag from the North Carolina Library Association meeting last week.

On Tue, Oct 27, 2015 at 4:40 PM, Rogan Hamby 
wrote:

> Our cards are 14 digits long  and not sequential so those kinds of
> accidents are less likely for us.
>
> Every rare now and then I've had a patron claim they didn't check an item
> out on their accounts.  Intrestingly, those cases are so rare that we
> actually know the patrons well and know they did check them out.  We know
> them for a variety of reasons (unfortunately).
>
> To paraphrase a popular rapper, we've got 99 problems but that isn't one.
>
>
>
>
> On Tue, Oct 27, 2015 at 4:35 PM, Holly Brennan 
> wrote:
>
>> One issue is that our library card numbers are only 5 digits long. L It
>> would be extremely easy for someone to type in an incorrect, yet valid,
>> card number of another patron. At least with a self-check machine there’s
>> the option to require a PIN as well.
>>
>>
>>
>> So you only require a scan-able barcode and nothing else? Any instances
>> of patrons protesting because they have items on their accounts they didn’t
>> check out?
>>
>>
>>
>> Thanks, Rogan.
>>
>>
>>
>> -Holly
>>
>>
>>
>> *From:* Open-ils-general [mailto:
>> open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Rogan
>> Hamby
>> *Sent:* Tuesday, October 27, 2015 12:24 PM
>> *To:* Evergreen Discussion Group
>> *Subject:* Re: [OPEN-ILS-GENERAL] smartphone apps instead of library card
>>
>>
>>
>> My library accepts them so long as the scanner can scan them.  Making
>> staff type in the number would be cumbersome with our lines.
>>
>>
>>
>> I know that there have been some customizations libraries have done in
>> the past to store signatures and photos but our attitude is, we normally
>> just accept a barcode without much inquiry as to who they are and this
>> isn't much different.
>>
>>
>>
>>
>>
>> On Tue, Oct 27, 2015 at 4:21 PM, Holly Brennan 
>> wrote:
>>
>> Are any Evergreeners accepting smartphone apps that store card barcodes?
>> (CardStar, Keyring, etc) Or I guess I should ask, WHO is doing this?
>>
>>
>>
>> To keep this Evergreen related, are you using anything in the staff
>> client to verify patrons are who their phone says they are? We don’t like
>> that anyone can type in any card number and have it generate a barcode.
>> There needs to be some identification (photo ID? Ask birthdate?). It just
>> dawned on me that any library with self-checkout must be dealing with this
>> regardless of whether the practice is in the library’s policy.
>>
>>
>>
>> Curious what you’ve come up with to use, besides asking for an ID, in
>> addition to the barcode app. We’re dreaming of an Evergreen app that
>> includes something like these “loyalty” apps, but specific to our library….
>>
>>
>>
>> -Holly
>>
>>
>>
>> Holly Brennan
>>
>> Library Technology Specialist
>>
>> Homer Public Library, Alaska
>>
>>
>>
>> hbren...@cityofhomer-ak.gov
>>
>> 907-235-3180 (main)
>>
>> 907-435-3154 (direct)
>>
>>
>>
>>
>>
>>
>>
>> --
>>
>>
>>
>> Rogan Hamby, MLS, CCNP, MIA
>>
>> Managers Headquarters Library and Reference Services,
>>
>> York County Library System
>>
>>
>>
>> “You can never get a cup of tea large enough or a book long enough to
>> suit me.”
>> ― C.S. Lewis 
>>
>
>
>
> --
>
> Rogan Hamby, MLS, CCNP, MIA
> Managers Headquarters Library and Reference Services,
> York County Library System
>
> “You can never get a cup of tea large enough or a book long enough to suit
> me.”
> ― C.S. Lewis 
>



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

Re: [OPEN-ILS-GENERAL] smartphone apps instead of library card

[Elisabeth Keppler]

Forsyth has a few customers who use barcode apps on their phones.  As Rogan
said, if the scanner can read them, we accept them.  It's not really any
different from scanning an actual library card for us since we don't store
patron photos anyway.  If somebody presents a card with a name and
birthdate that don't seem reasonable for the person who is standing there,
we may ask to see some id, but that's the same regardless of how the
account number is given to us.

Being a techno-curmudgeon I can count my apps on one hand so I'm not sure
about specific ones.  Do they all allow folks to just type in a number or
do some of them require that you scan or take a photo of the actual loyalty
card?

Lise

On Tue, Oct 27, 2015 at 4:24 PM, Rogan Hamby 
wrote:

> My library accepts them so long as the scanner can scan them.  Making
> staff type in the number would be cumbersome with our lines.
>
> I know that there have been some customizations libraries have done in the
> past to store signatures and photos but our attitude is, we normally just
> accept a barcode without much inquiry as to who they are and this isn't
> much different.
>
>
> On Tue, Oct 27, 2015 at 4:21 PM, Holly Brennan 
> wrote:
>
>> Are any Evergreeners accepting smartphone apps that store card barcodes?
>> (CardStar, Keyring, etc) Or I guess I should ask, WHO is doing this?
>>
>>
>>
>> To keep this Evergreen related, are you using anything in the staff
>> client to verify patrons are who their phone says they are? We don’t like
>> that anyone can type in any card number and have it generate a barcode.
>> There needs to be some identification (photo ID? Ask birthdate?). It just
>> dawned on me that any library with self-checkout must be dealing with this
>> regardless of whether the practice is in the library’s policy.
>>
>>
>>
>> Curious what you’ve come up with to use, besides asking for an ID, in
>> addition to the barcode app. We’re dreaming of an Evergreen app that
>> includes something like these “loyalty” apps, but specific to our library….
>>
>>
>>
>> -Holly
>>
>>
>>
>> Holly Brennan
>>
>> Library Technology Specialist
>>
>> Homer Public Library, Alaska
>>
>>
>>
>> hbren...@cityofhomer-ak.gov
>>
>> 907-235-3180 (main)
>>
>> 907-435-3154 (direct)
>>
>>
>>
>
>
>
> --
>
> Rogan Hamby, MLS, CCNP, MIA
> Managers Headquarters Library and Reference Services,
> York County Library System
>
> “You can never get a cup of tea large enough or a book long enough to suit
> me.”
> ― C.S. Lewis 
>



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

Re: [OPEN-ILS-GENERAL] Inventory Item

[Elisabeth Keppler]

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

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

Thanks,
Lise


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

Re: [OPEN-ILS-GENERAL] Help With Structuring a Lost Item Return/Fine Situation

[Elisabeth Keppler]

Forsyth County (NC not Georgia) tried the Lost and Paid Status for a week
and reverted to regular Lost status.  If a patron finds and returns an item
that was marked lost and for which they paid the replacement charge, Lost
and Paid prevents us from checking the item back in and issuing a refund to
the patron.  (Our patrons have one year from the date an item is marked
lost--after that, no refund.)  With the right library settings, you can use
an override to check in a Lost and Paid item but we prefer not to have
service desk staff use overrides if we can possibly avoid it.

Thanks,
Lise

On Wed, Jul 8, 2015 at 8:31 PM, Brent Mills br...@hoodriverlibrary.org
wrote:

  Hello,

 I was wondering if anyone had arranged a lost items setup similar to this
 and if it was possible within Evergreen. We have an interested library and
 have currently implemented the Lost and Paid Status consortium wide. I feel
 like I might be missing something obvious here, but would welcome any
 suggestions.

 *Scenario 1 **With Lost:*
 Someone returns a lost item. System eliminates all but $1 of the charge
 ($1 item fee/no processing fee)

  *Scenario 2 With Lost and Paid:*
 If item in Lost and Paid Status is returned before 6 months of payment,
 eliminate all but $5 of the charge (the processing fee), BUT eliminate none
 of the charge if Lost and Paid Item is returned after 6 months of going
 into Lost and Paid status.

 Thanks!

 -Brent

 --
 Brent Mills
 Systems Librarian | Sage Library System
 email: br...@hoodriverlibrary.org
 tickets: sagelib.org/support
 desk/mobile http://sagelib.org/supportdesk/mobile: 541.387.5063 / 
 541.610.8384




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

Re: [OPEN-ILS-GENERAL] Circulation history for patrons?

[Elisabeth Keppler]

Hi Jennifer,

Saving checkout and holds history is something that each patron must turn
on if they want it.  Staff cannot see the histories, only the patron can
and they must be logged in to do so.  Neither setting can be made
retroactive, only items that are checked out or placed on hold *after* the
settings are turned on will be captured.  It's an amazingly useful feature
and we encourage our patrons who read a lot to use it.

Thanks,
Lise

On Thu, Jul 9, 2015 at 3:45 PM, Walz, Jennifer jlw...@asbury.edu wrote:

  All –



 Ok, while I’m on this kick…



I’m playing with the items in the My Account for our patrons, and I am
 curious about the button for “Check Out History” in the “Items Checked Out”
 tab.   Where does that information come from?   Is there a toggle for each
 patron to keep track of their items?   Is this a universal “ON” thing for
 all patrons, or does each patron have to turn this on?Can this be
 turned on or off by Library?Is this something that we can see for ANY
 patron in the staff view?Where is this?



 Thanks!



 Jennifer

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






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

Re: [OPEN-ILS-GENERAL] Negative TCN number

[Elisabeth Keppler]

When we check materials out as pre-cats, they get a TCN value of -1.
Don't know about the other negative values, though.

Thanks,
Lise

On Fri, Jul 3, 2015 at 2:58 PM, rita@statcan.gc.ca wrote:

  Good afternoon,

 Recently we noticed we have auto-generated negative TCN number in
 Evergreen, although they are deleted records, just would like to know is
 there a reason for that?

 For those negative TCN records, there were shown in monthly deleted bib
 records report. TCN value as “-1”, “-2”, “-3”, “-4”, they all from TCN
 Source “AUTOGEN”.

 Thanks and have a nice weekend.

 Best,

 Rita





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

Re: [OPEN-ILS-GENERAL] patron registration

[Elisabeth Keppler]

Forsyth quit holding onto paper registrations several years ago.  We
require presentation of photo id and proof of mailing address but we don't
require a signature.  Keeping paper is a security concern, anyway, since
the forms contain personal data.

Best wishes,
Lise



On Fri, May 29, 2015 at 2:57 PM, Holly Brennan haderh...@ci.homer.ak.us
wrote:

  I’ve set up everything needed for online patron registration, but
 haven’t implemented yet. The stumper is how we deal with hard copies of
 registrations.  We’ve always had a paper app with signature and we file
 these in an old card catalog.



 Do any of you NOT print registrations or keep *any* hard copies of patron
 info? Or do you have something simple with just an agreement and signature
 that doesn’t have to include much about the patron besides name?



 I feel we might be holding onto paper for nothing. Reasons given to keep
 it:

 1)  What if something tragic happens to our ILS? We’ll have paper to
 backup patron info. (My thoughts: If it’s THAT tragic, the whole building
 has likely been destroyed…. And also, we’re going to manually reenter
 patron info for each and every person?!)

 2)  The patron’s signature is the true agreement. We can use it to
 hold them responsible for lost items, fines, etc. (I can’t think of a time,
 ever, that I’ve retrieved a paper app and pointed to a signature in order
 to convince a patron to do something they agreed to.)



 My goal with this is to find a number of you who keep absolutely nothing
 on paper. (And who don’t even have a super cool digital signature
 contraption.)



 Thanks!



 -Holly



 Holly Brennan

 Library Technology Specialist

 Homer Public Library, Alaska



 hbren...@cityofhomer-ak.gov

 907-235-3180 (main)

 907-435-3154 (direct)






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

Re: [OPEN-ILS-GENERAL] Reminder for Conference proposals

[Elisabeth Keppler]

I realize the developers are busy writing code, but might a few be enticed
to present?

   - Many library systems are back-leveled and a session about the key
   features of the newer major releases would be welcome.  Perhaps 2.6, 2.7,
   and 2.8?
   - What are the key projects in development right now?
   - I had to miss Mike Rylander's session on authority control last year.
   Might he be willing to offer it again?


Thanks to all who are willing to present!

Lise

On Wed, Feb 11, 2015 at 9:18 PM, Geoff Sams gs...@roanoketexas.com wrote:

  I’m not sure that I’d be speaking for a majority, but I’d like to see
 some of the more difficult requests for information that you may have
 gotten.  Okay, maybe moderately difficult for you, I’m not asking for the
 magnum opus “weeding query” (I think that was what you said it was anyway,
 it’s been almost a year now) that you showed a snippet of last year.  But
 sometimes I get requests that don’t seem feasibly possible in reports that
 if I were a bit more comfortable I’d be happy to tackle in SQL.  I feel bad
 because I don’t have an example coming to mind today, but if I think of
 something I’d be happy to forward it along.



 Other than that, perhaps a mashup between SQL and reports would be helpful
 to some?  Showing how certain choices translate between reports and SQL?
 I’m not sure if that would be helpful or not really, but it seemed like an
 idea.



 Thanks,

 Geoff Sams

 Library Manager

 Roanoke Public Library



 *From:* Open-ils-general [mailto:
 open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Rogan
 Hamby
 *Sent:* Wednesday, February 11, 2015 7:53 PM

 *To:* Evergreen Discussion Group
 *Subject:* Re: [OPEN-ILS-GENERAL] Reminder for Conference proposals



 If I do a hands on workshop (I threw a rough proposal up) what kinds of
 sql tasks would folks like to step through as learning examples?



 On Wed, Feb 11, 2015 at 5:24 PM, Holly Brennan haderh...@ci.homer.ak.us
 wrote:

  +1



 *From:* Open-ils-general [mailto:
 open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Rogan
 Hamby
 *Sent:* Wednesday, February 11, 2015 1:21 PM


 *To:* Evergreen Discussion Group
 *Subject:* Re: [OPEN-ILS-GENERAL] Reminder for Conference proposals



 I had been hoping to do a half day session this year but I was under the
 impression that format wasn't an option this year.  I may have
 misunderstood though.  Heck, I'll put one on the proposal listing and we'll
 see what works out in the wash.

 On Wednesday, February 11, 2015, Holly Brennan haderh...@ci.homer.ak.us
 wrote:





 *From:* Open-ils-general [
 mailto:open-ils-general-boun...@list.georgialibraries.org
 open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Rogan
 Hamby
 *Sent:* Wednesday, February 11, 2015 12:46 PM
 *To:* Evergreen Discussion Group
 *Subject:* Re: [OPEN-ILS-GENERAL] Reminder for Conference proposals



 I'm game for that.  Heck I'll take requests if someone finds me space in
 the schedule.  I'm willing to do anything useful to others.  I learn from
 others continually in the community so I'm glad to do what I can.



 What would you like?  Something like a workshop?



 Something like the half day tutorial would be terrific! Having your
 session last year on Saturday (and only 1 hour) made it difficult to
 digest, and I left the conference wanting more. Heck, you could just
 re-present your session from 2014! I will still attend it every year. J



 -Holly



 On Wednesday, February 11, 2015, Holly Brennan haderh...@ci.homer.ak.us
 wrote:

 I’m really hoping that Rogan (or someone) will be doing a longer SQL
 session this year! J



 *From:* Open-ils-general [
 mailto:open-ils-general-boun...@list.georgialibraries.org
 open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Beth
 Longwell
 *Sent:* Wednesday, February 11, 2015 10:54 AM
 *To:* Evergreen Discussion Group
 *Subject:* [OPEN-ILS-GENERAL] Reminder for Conference proposals



 Hi everyone,

 Just a gentle reminder to submit your program proposals for the upcoming
 Evergreen conference. Below is the original message. Thanks to those who
 have already submitted.

 Beth

 ---

 Dear Evergreen Community,



 The 2015 Evergreen International Conference Program Committee is seeking
 program proposals for this year's conference. The conference will be held
 in Hood River, Oregon May 13-16, 2015.



 There are three programming tracks:

- *End User*: best practices and techniques for using Evergreen in
day-to-day library operations
- *General*: programs on administration, training, making the decision
to move to Evergreen, participating in the Evergreen community, and other
topics related to using Evergreen and open source software
- *Technical*: topics related to system administration, software
development, implementation, hardware, and integration with other software

  The deadline for submission is February 27, 2015.



 Help 

Re: [OPEN-ILS-GENERAL] Reminder for Conference proposals

[Elisabeth Keppler]

For those of us who don't have SQL access, another reports session focusing
on how to get the data you want and *only* the data want using the reports
module would be welcome, too.

Thanks,
Lise

On Wed, Feb 11, 2015 at 4:07 PM, Holly Brennan haderh...@ci.homer.ak.us
wrote:

  I’m really hoping that Rogan (or someone) will be doing a longer SQL
 session this year! J



 *From:* Open-ils-general [mailto:
 open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Beth
 Longwell
 *Sent:* Wednesday, February 11, 2015 10:54 AM
 *To:* Evergreen Discussion Group
 *Subject:* [OPEN-ILS-GENERAL] Reminder for Conference proposals



 Hi everyone,

 Just a gentle reminder to submit your program proposals for the upcoming
 Evergreen conference. Below is the original message. Thanks to those who
 have already submitted.

 Beth

 ---

 Dear Evergreen Community,



 The 2015 Evergreen International Conference Program Committee is seeking
 program proposals for this year's conference. The conference will be held
 in Hood River, Oregon May 13-16, 2015.



 There are three programming tracks:

- *End User*: best practices and techniques for using Evergreen in
day-to-day library operations
- *General*: programs on administration, training, making the decision
to move to Evergreen, participating in the Evergreen community, and other
topics related to using Evergreen and open source software
- *Technical*: topics related to system administration, software
development, implementation, hardware, and integration with other software

  The deadline for submission is February 27, 2015.



 Help us make this conference a great one by submitting your idea for a
 program. For more details on how to submit your proposal, tips, the review
 process, and sample program topics go to
 http://evergreen-ils.org/conference/proposals/






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

Re: [OPEN-ILS-GENERAL] Reminder for Conference proposals

[Elisabeth Keppler]

I agree, Jessica, and I plan to attend Rogan's session.  He always manages
to make tough concepts easy to digest!

Lise

On Wed, Feb 11, 2015 at 4:50 PM, Jessica Venturo jvent...@biblio.org
wrote:

 Lise,

 Even if you don't have SQL access, I would encourage you to attend a
 session on the topic. In the reports module, you're essentially
 constructing a SQL query. The more you understand joins and such, the more
 you will understand how to build the reports you want, and the more useful
 that Debug Output option will be to you!

 Jessica

 On Wed, Feb 11, 2015 at 4:44 PM, Elisabeth Keppler keppl...@forsyth.cc
 wrote:

 For those of us who don't have SQL access, another reports session
 focusing on how to get the data you want and *only* the data want using
 the reports module would be welcome, too.

 Thanks,
 Lise

 On Wed, Feb 11, 2015 at 4:07 PM, Holly Brennan haderh...@ci.homer.ak.us
 wrote:

  I’m really hoping that Rogan (or someone) will be doing a longer SQL
 session this year! J



 *From:* Open-ils-general [mailto:
 open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Beth
 Longwell
 *Sent:* Wednesday, February 11, 2015 10:54 AM
 *To:* Evergreen Discussion Group
 *Subject:* [OPEN-ILS-GENERAL] Reminder for Conference proposals



 Hi everyone,

 Just a gentle reminder to submit your program proposals for the upcoming
 Evergreen conference. Below is the original message. Thanks to those who
 have already submitted.

 Beth

 ---

 Dear Evergreen Community,



 The 2015 Evergreen International Conference Program Committee is seeking
 program proposals for this year's conference. The conference will be held
 in Hood River, Oregon May 13-16, 2015.



 There are three programming tracks:

- *End User*: best practices and techniques for using Evergreen in
day-to-day library operations
- *General*: programs on administration, training, making the
decision to move to Evergreen, participating in the Evergreen community,
and other topics related to using Evergreen and open source software
- *Technical*: topics related to system administration, software
development, implementation, hardware, and integration with other 
 software

  The deadline for submission is February 27, 2015.



 Help us make this conference a great one by submitting your idea for a
 program. For more details on how to submit your proposal, tips, the review
 process, and sample program topics go to
 http://evergreen-ils.org/conference/proposals/






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




 --
 Jessica Venturo
 Applications Support Specialist
 Bibliomation, Inc.
 24 Wooster Ave.
 Waterbury, CT 06708
 203-577-4070 x105




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

[OPEN-ILS-GENERAL] Library Elf and Evergreen

[Elisabeth Keppler]

Is anyone in the Evergreen community contracting with Library Elf to
provide advance notice of impending due dates for checked out materials?
Any opinions or advice on getting the software to play nicely with each
other?

Many thanks,
Lise

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

Re: [OPEN-ILS-GENERAL] Library Elf and Evergreen

[Elisabeth Keppler]

Thanks, Ruth.  That sounds like something for me to discuss with our
consortium.  I wish all our patrons used email!

Lise

On Fri, Feb 6, 2015 at 1:13 PM, Ruth Frasur direc...@hagerstownlibrary.org
wrote:

 Lise,

 This is something that Evergreen does automatically, so we don't use
 another service for it.

 On Fri, Feb 6, 2015 at 12:48 PM, Elisabeth Keppler keppl...@forsyth.cc
 wrote:

 Is anyone in the Evergreen community contracting with Library Elf to
 provide advance notice of impending due dates for checked out materials?
 Any opinions or advice on getting the software to play nicely with each
 other?

 Many thanks,
 Lise

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




 --
 Ruth Frasur
 Director of the Historic(ally Awesome) Hagerstown - Jefferson Township
 Library
 10 W. College Street in Hagerstown, Indiana (47346)
 p (765) 489-5632; f (765) 489-5808

 Our Kickin' Website http://hagerstownlibrary.org  Our Rockin' Facebook
 Page http://facebook.com/hjtplibrary  and Stuff I'm Reading
 http://pinterest.com/hjtplibrary/ruth-reads/




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

Re: [OPEN-ILS-GENERAL] Library Elf and Evergreen

[Elisabeth Keppler]

Thanks, Lisa.  We're being asked to consider using Library Elf and are
merely doing some investigating.

Lise

On Fri, Feb 6, 2015 at 1:08 PM, Lisa Hill lh...@kcls.org wrote:

  Hi Lise-

 We use Library Elf and have since we went live with Evergreen in 2010- we
 LOVE this service- and so do our patrons.

 It wasn’t that hard really Jeff Chow did all the work- are you having a
 specific issue?

 Thanks

 Lisa





 *Lisa Hill* | *Software Projects Specialist *| *Business Applications*

 *King County Library System*

 *p:* 425.369.3480 | *f:* 425.369.3407


 .









 *From:* Open-ils-general [mailto:
 open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Elisabeth
 Keppler
 *Sent:* Friday, February 06, 2015 9:49 AM
 *To:* Evergreen Discussion Group
 *Subject:* [OPEN-ILS-GENERAL] Library Elf and Evergreen



 Is anyone in the Evergreen community contracting with Library Elf to
 provide advance notice of impending due dates for checked out materials?
 Any opinions or advice on getting the software to play nicely with each
 other?



 Many thanks,

 Lise



 --

 Lise Keppler, Technical Services

 Forsyth County Public Library

 2851 Fairlawn Dr

 Winston Salem NC  27106

 336-703-3048




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

Re: [OPEN-ILS-GENERAL] Library Elf and Evergreen

[Elisabeth Keppler]

Thanks, Andrea.  Since triggers are controlled at the consortium level,
I'll ask our guru there about it.  It's good to know who is out there to
help!

Lise

On Fri, Feb 6, 2015 at 1:15 PM, Andrea Buntz Neiman anei...@kent.lib.md.us
wrote:

  As Ruth said ... we have a trigger event set in EG that emails patrons 3
 days prior to the due date(s) of their item(s), prompting them to call or
 visit the catalog to renew.

 I'm happy to send you the parameters if you'd like.

 A.


 Andrea Buntz Neiman, MLS
 Librarian II, Public Services
 Kent County Public Library
 408 High Street
 Chestertown, MD 21620410-778-3636 x2115www.kentcountylibrary.org

 On 2/6/2015 1:13 PM, Ruth Frasur wrote:

  Lise,

  This is something that Evergreen does automatically, so we don't use
 another service for it.

 On Fri, Feb 6, 2015 at 12:48 PM, Elisabeth Keppler keppl...@forsyth.cc
 wrote:

 Is anyone in the Evergreen community contracting with Library Elf to
 provide advance notice of impending due dates for checked out materials?
 Any opinions or advice on getting the software to play nicely with each
 other?

  Many thanks,
 Lise

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




 --
 Ruth Frasur
 Director of the Historic(ally Awesome) Hagerstown - Jefferson Township
 Library
 10 W. College Street in Hagerstown, Indiana (47346)
 p (765) 489-5632; f (765) 489-5808

 Our Kickin' Website http://hagerstownlibrary.org  Our Rockin' Facebook
 Page http://facebook.com/hjtplibrary  and Stuff I'm Reading
 http://pinterest.com/hjtplibrary/ruth-reads/





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

Re: [OPEN-ILS-GENERAL] Library Elf and Evergreen

[Elisabeth Keppler]

Wow, great info!  Thanks, everybody.

On Fri, Feb 6, 2015 at 1:32 PM, Kathy Lussier kluss...@masslnc.org wrote:

  Hi Lise,

 I think there are a few things Library Elf can do that Evergreen can't
 that might make it appealing for your users.

 - it allows you to receive notifications for multiple people in your
 family. You can do this through Evergreen too, but only if the same email
 address is used on each account.
 - if users have library cards in other systems, those notifications will
 be bundled into the ones for your library.
 - it gives users control over what notification method is used and when
 they receive those notifications. Some users may not want courtesy notices,
 but may want to receive hold notices. Some may only want to receive
 courtesy notices via text.

 I don't think there is anything special you need to do to get it talking
 to your Evergreen system. In fact, Library Elf may already been talking to
 your system for users who subscribe through a personal subscription.

 Kathy


 On 02/06/2015 01:22 PM, Elisabeth Keppler wrote:

 Thanks, Ruth.  That sounds like something for me to discuss with our
 consortium.  I wish all our patrons used email!

  Lise

 On Fri, Feb 6, 2015 at 1:13 PM, Ruth Frasur 
 direc...@hagerstownlibrary.org wrote:

  Lise,

  This is something that Evergreen does automatically, so we don't use
 another service for it.

 On Fri, Feb 6, 2015 at 12:48 PM, Elisabeth Keppler keppl...@forsyth.cc
 wrote:

 Is anyone in the Evergreen community contracting with Library Elf to
 provide advance notice of impending due dates for checked out materials?
 Any opinions or advice on getting the software to play nicely with each
 other?

  Many thanks,
 Lise

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




  --
 Ruth Frasur
 Director of the Historic(ally Awesome) Hagerstown - Jefferson Township
 Library
 10 W. College Street in Hagerstown, Indiana (47346)
 p (765) 489-5632 %28765%29%20489-5632; f (765) 489-5808
 %28765%29%20489-5808

 Our Kickin' Website http://hagerstownlibrary.org  Our Rockin' Facebook
 Page http://facebook.com/hjtplibrary  and Stuff I'm Reading
 http://pinterest.com/hjtplibrary/ruth-reads/




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


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




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

Re: [OPEN-ILS-GENERAL] Updating the Roster of Evergreen Libraries

[Elisabeth Keppler]

Hi Erica!  Long time no see.  I'm sure Tanya will get back to you, but NC
Cardinal has added a few more counties.  Woohoo!

Are you going to Hood River in May?  I've just been promoted to head of
Tech Services and the director has approved my request to go to EIC2015.
If you'll be there, I'd love to get together with you.

Thanks,
Lise

On Thu, Jan 22, 2015 at 12:28 PM, Erica Rohlfs eroh...@esilibrary.com
wrote:

 Good Afternoon!

 I would like to update the Roster of Evergreen Libraries on the Evergreen
 Wiki.

 If you would like to have your library / consortium included or see
 information for your library that is outdated, please let me know. I am
 more than happy to update and/or include your library on this page. If you
 are a member with a larger system or consortium, will you please first
 verify with your proper channels about inclusion?

 Here is a link to the Wiki page that I am referring to:

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

 Thank you, Everyone!

 Erica


 --

 Erica Rohlfs
 Project Manager
 Equinox Software Inc. / The Open Source Experts
 Phone: 770-709-5572 | 1-877-OPEN-ILS (673-6457) x5572
 Email: eroh...@esilibrary.com
 Web: http://www.esilibrary.com




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

Re: [OPEN-ILS-GENERAL] Circulating sewing patterns

[Elisabeth Keppler]

Thanks, everyone.  You've shared some very important points and excellent
suggestions.  (I used to be a C/WMARS librarian in Chicopee and can attest
that Massachusetts libraries are a hotbed of creative ideas.  Love the
ukelele.)  The branch librarian that initiated the query says thanks, too!

On Wed, Jan 7, 2015 at 6:10 PM, Janet Schrader jschra...@cwmars.org wrote:

  follow general regalia rules :)  For ceremonial garments I presume?  A
 Freudian slip?

  Perhaps if someone willing to donate the patterns would cut them out of
 interfacing (do they still use that anymore?), the non-fusible kind, it
 would be nice to share expensive craft patterns.

  CWMARS libraries have created records for cake pans,seed libraries, even
 kayaks, both single and tandem, and a ukulele.



  Janet

  Janet Schrader

 Bibliographic Services Supervisor

 C/W MARS Inc.

 67 Millbrook Street Suite 201

 Worcester, MA 01606

 tel: 508-755-3323 ext. 25

 fax: 508-787-7801

 jschra...@cwmars.org


   --
 *From:* open-ils-general-boun...@list.georgialibraries.org [
 open-ils-general-boun...@list.georgialibraries.org] on behalf of Lynn
 Floyd [lfl...@andersonlibrary.org]
 *Sent:* Wednesday, January 07, 2015 5:34 PM
 *To:* 'Evergreen Discussion Group'
 *Subject:* Re: [OPEN-ILS-GENERAL] Circulating sewing patterns

   As someone who sews a good bit, General tissue paper patterns to me
 would not hold up under Circulation.  Especially multi sized clothing
 patterns. Most of these patterns are considered one time use patterns.  On
 patterns I know I am going to use multiple times, I tend to adhere them to
 Freezer paper so I can use them multiple times.  With Multi sized patterns
 you need to have one pattern for each size of the pattern.



 Now if we are talking other types of patterns (Crafts, home décor, etc.),
 these would hold up if they were made of something other than tissue,
 unless you reinforce them also.



 Then you have to talk about missing pieces and damage to patterns, and how
 to best adjust for that.



 As for the cataloging you would need to follow general regalia rules.
 Judicious use of the 500 field would be a must.



 We are looking at adding sewing machines and such to a makerspace.  So,
 adding patterns in the catalog would be logically what they will be wanting
 next.



 Lynn Floyd
 lfl...@andersonlibrary.org
 Anderson County Library
 864-260-4500 x181
 http://www.andersonlibrary.org




 *From:* open-ils-general-boun...@list.georgialibraries.org [mailto:
 open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Elisabeth
 Keppler
 *Sent:* Wednesday, January 07, 2015 1:49 PM
 *To:* Evergreen Discussion Group
 *Subject:* [OPEN-ILS-GENERAL] Circulating sewing patterns



 Forsyth County has had a request to consider cataloging and circulating
 sewing patterns.  Is there an Evergreen library that currently does this?
 I'd love to speak with anyone who has either contemplated or implemented
 this.



 Thanks,

 Lise Keppler



 --

 Lise Keppler

 Forsyth County Public Library

 660 W 5th St

 Winston Salem NC 27101

 336-703-3070




-- 
Lise Keppler
Forsyth County Public Library
660 W 5th St
Winston Salem NC 27101
336-703-3070

Re: [OPEN-ILS-GENERAL] Circulating sewing patterns

[Elisabeth Keppler]

Thanks, Elaine!  We're not on AUTOCAT but I appreciate the suggestion of
posting there.

Archival collections and free pattern exchanges were what I found, too.
There were some libraries in Vermont that used to circulate patterns but
that was several years ago.  As you said, the ephemeral nature of tissue
paper means that patterns have a short life expectancy and that's most
likely why they're not circulating any longer.  If we do indeed decide to
check them out (just to have a record for circulation stats), we could
always add them as pre-cats with a realia circ mod.  Interestingly, the
branch that's considering the issue surveyed their patrons and learned that
crafts and adult clothing were the most wanted.  The freezer paper and
interfacing suggestions from Lynn and Janet might be especially useful for
crafts patterns.  Lynn's point about multi-size patterns might make adult
clothing more problematic.

If we do go forward with this, I'll be sure to let the listserv know.

Again, thanks to everyone for their responses.

Lise

On Thu, Jan 8, 2015 at 9:04 AM, Hardy, Elaine eha...@georgialibraries.org
wrote:



 I did a quick search on OCLC to see if anyone else had cataloged patterns.
 While no means an extensive search, the only thing I found besides pattern
 books were archival collections of patterns. In some ways that surprised
 me; but, I think the ephemeral nature of tissue paper patterns probably
 prevents libraries from circulating them. The cataloging will be easy
 compared to the processing needed to make sure the patterns are protected
 and returned undamaged. Linda and others have raised excellent points. Let
 us know if you solve the processing issues and start circulating them! Very
 interested in knowing how your community responds.



 Are you on AUTOCAT? You might also post there as well to see if others
 have circulated patterns. They might do so without a bib record.



 *Elaine*



 J. Elaine Hardy
 PINES  Collaborative Projects Manager
 Georgia Public Library Service
 1800 Century Place, Ste 150
 Atlanta, Ga. 30345-4304



 404.235.7128
 404.235.7201, fax
 eha...@georgialibraries.org
 www.georgialibraries.org
 www.georgialibraries.org/pines



 *From:* open-ils-general-boun...@list.georgialibraries.org [mailto:
 open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Elisabeth
 Keppler
 *Sent:* Thursday, January 08, 2015 7:41 AM

 *To:* Evergreen Discussion Group
 *Subject:* Re: [OPEN-ILS-GENERAL] Circulating sewing patterns



 Thanks, everyone.  You've shared some very important points and excellent
 suggestions.  (I used to be a C/WMARS librarian in Chicopee and can attest
 that Massachusetts libraries are a hotbed of creative ideas.  Love the
 ukelele.)  The branch librarian that initiated the query says thanks, too!



 On Wed, Jan 7, 2015 at 6:10 PM, Janet Schrader jschra...@cwmars.org
 wrote:

 follow general regalia rules :)  For ceremonial garments I presume?  A
 Freudian slip?



 Perhaps if someone willing to donate the patterns would cut them out of
 interfacing (do they still use that anymore?), the non-fusible kind, it
 would be nice to share expensive craft patterns.



 CWMARS libraries have created records for cake pans,seed libraries, even
 kayaks, both single and tandem, and a ukulele.







 Janet



 Janet Schrader

 Bibliographic Services Supervisor

 C/W MARS Inc.

 67 Millbrook Street Suite 201

 Worcester, MA 01606

 tel: 508-755-3323 ext. 25

 fax: 508-787-7801

 jschra...@cwmars.org


 --

 *From:* open-ils-general-boun...@list.georgialibraries.org [
 open-ils-general-boun...@list.georgialibraries.org] on behalf of Lynn
 Floyd [lfl...@andersonlibrary.org]
 *Sent:* Wednesday, January 07, 2015 5:34 PM
 *To:* 'Evergreen Discussion Group'
 *Subject:* Re: [OPEN-ILS-GENERAL] Circulating sewing patterns

 As someone who sews a good bit, General tissue paper patterns to me would
 not hold up under Circulation.  Especially multi sized clothing patterns.
 Most of these patterns are considered one time use patterns.  On patterns I
 know I am going to use multiple times, I tend to adhere them to Freezer
 paper so I can use them multiple times.  With Multi sized patterns you need
 to have one pattern for each size of the pattern.



 Now if we are talking other types of patterns (Crafts, home décor, etc.),
 these would hold up if they were made of something other than tissue,
 unless you reinforce them also.



 Then you have to talk about missing pieces and damage to patterns, and how
 to best adjust for that.



 As for the cataloging you would need to follow general regalia rules.
 Judicious use of the 500 field would be a must.



 We are looking at adding sewing machines and such to a makerspace.  So,
 adding patterns in the catalog would be logically what they will be wanting
 next.



 Lynn Floyd
 lfl...@andersonlibrary.org
 Anderson County Library
 864-260-4500 x181
 http://www.andersonlibrary.org




 *From:* open-ils

[OPEN-ILS-GENERAL] Circulating sewing patterns

[Elisabeth Keppler]

Forsyth County has had a request to consider cataloging and circulating
sewing patterns.  Is there an Evergreen library that currently does this?
I'd love to speak with anyone who has either contemplated or implemented
this.

Thanks,
Lise Keppler

-- 
Lise Keppler
Forsyth County Public Library
660 W 5th St
Winston Salem NC 27101
336-703-3070

Re: [OPEN-ILS-GENERAL] combining OPAC lists and more

[Elisabeth Keppler]

Holly, everything you mentioned has been mentioned on someone's wishlist
here in Forsyth County!  The ability to upload a list would be a higher
priority for us than making them editable by multiple people.  We could
always use record buckets for sharing as long as we could then upload the
bib record info into a My List.

Happy holidays to one and all!

Lise Keppler

On Tue, Dec 23, 2014 at 9:47 PM, Holly Brennan haderh...@ci.homer.ak.us
wrote:

  In preparation for the Summer Reading Program (yes, we’re planning
 already!), I was questioned by staff about some interesting things
 pertaining to My Lists in the OPAC. I haven’t been able to answer any of
 these by looking at what currently exists in Evergreen, so I think the
 answer is “No” to all, but here’s some ideas to think about:



 We have a volunteer preparing reading lists, which we want to be able to
 edit and add to later. So currently we have her using a staff OPAC account
 so that we still have control over it when she’s done. Using the “Share”
 option on the OPAC is really a view-only type share, but we think it would
 be helpful to not only view but also edit and add to an existing list owned
 by someone else. The possibilities are endless…. Our book club could share
 a list with all the members as editors so they could compile new book
 choices…. I’ll spare you my endless thoughts. Overall I’m thinking of
 Google Doc-style permissions, where someone can either view or view/edit.



 Without a fully functional multi-user OPAC list, another option requiring
 just slightly more tech savviness: The ability to *upload* a CSV file to
 create a list. Currently I can download a list in CSV format, but I can’t
 send it back into Evergreen. If I had a list and another staff member had a
 list, we could download them, combine, and upload to a new list which is
 now “shared”.



 Now’s the time for the realists to start tearing apart my ideas with
 bullet-pointed reasons for why this technically is not possible. J Or
 maybe not!



 Thanks!



 -Holly



 Holly Brennan

 Library Technology Specialist

 Homer Public Library, Alaska



 hbren...@cityofhomer-ak.gov

 907-235-3180 (main)

 907-435-3154 (direct)






-- 
Lise Keppler
Forsyth County Public Library
660 W 5th St
Winston Salem NC 27101
336-703-3070

Re: [OPEN-ILS-GENERAL] combining OPAC lists and more

[Elisabeth Keppler]

Maybe I missed something along the way, but is there a method for uploading
a record bucket to turn it into a My List?  I've only figured how to make
it go the other way.  We're on release 2.6, if that makes a difference.

Sharing buckets would indeed be easier if your suggestions were brought to
life.  Great ideas!

Thanks,
Lise





On Wed, Dec 24, 2014 at 2:09 PM, Tina Ji (Project Sitka) 
t...@sitka.bclibraries.ca wrote:

 Hi Lise and Holly,

 A My List is, in fact, a record bucket. You may create a My List, find out
 its id on OPAC (in the URL when View HTML) and retrieve it as a shared
 bucket via id on the staff client.

 Sharing Record Bucket is not easy. Our libraries hope that staff may add
 records into shared buckets on the catalogue search result list, not just
 on Record Bucket interface. Search function on Record Bucket interface is
 limited. It would be great if buckets can be marked shared with selected
 Org Unit, like reporter folders, so that staff can view the shared buckets
 shared with their libraries.

 Merry Christmas!

 Tina Ji

 Tina Ji
 1-888-848-9250
 Support Specialist
 BC Libraries Cooperative/Sitka




-- 
Lise Keppler
Forsyth County Public Library
660 W 5th St
Winston Salem NC 27101
336-703-3070

Re: [OPEN-ILS-GENERAL] combining OPAC lists and more

[Elisabeth Keppler]

Hey, that sounds great!  I hadn't thought about using the pending area and
then adding to an existing My List bucket.  Thanks very much for the help!

Lise

On Wed, Dec 24, 2014 at 2:51 PM, Tina Ji (Project Sitka) 
t...@sitka.bclibraries.ca wrote:

 Hi Lise,

 Record bucket and My List are essentially the same thing, marked with
 btype of bookbag and staff_client respectively. I found it was possible to
 view a My List on the staff client in the same way as retrieving a shared
 bucket (you need to know the id). So a My List can be used as a record
 bucket. Some of our libraries have been using it since long time ago on
 older versions. We're on 2.6 now. I still can view a My List via id on
 Record Bucket interface and add new records into it.

 I can park some records from one record bucket to the Pending area,
 retrieve a My List via id, and add the pending records to it. It's not
 exactly uploading, but moving the records by batch from one bucket to
 another.

 I hope it helps you.

 Tina Ji



 Quoting Elisabeth Keppler keppl...@forsyth.cc:

  Maybe I missed something along the way, but is there a method for
 uploading
 a record bucket to turn it into a My List?  I've only figured how to make
 it go the other way.  We're on release 2.6, if that makes a difference.

 Sharing buckets would indeed be easier if your suggestions were brought to
 life.  Great ideas!

 Thanks,
 Lise





 Tina Ji
 1-888-848-9250
 Support Specialist
 BC Libraries Cooperative/Sitka




-- 
Lise Keppler
Forsyth County Public Library
660 W 5th St
Winston Salem NC 27101
336-703-3070

Re: [OPEN-ILS-GENERAL] Group and User permissions

[Elisabeth Keppler]

Hi Jennifer,

Have you confirmed that the Work OU boxes in the Working Locations section
of the permissions editor are checked?  That tripped me up when we first
went live.

Thanks,
Lise

On Fri, Nov 21, 2014 at 1:25 PM, Walz, Jennifer jlw...@asbury.edu wrote:

  All –



   Ok.  I’m new but I am seeing some weird things and I am not sure if this
 is how the system works, or if there is something I am missing.



   We are on 2.6.1 in case that matters.



   So, as I understand it, you can set group permissions and assign a bunch
 of people to that profile (group) and they all have certain rights to do
 certain things.   I thought that maybe the user permissions were then
 available in case you might have one user or two in a group to ADD or
 DELETE certain permissions.Is that not the case?   We might like to
 have maybe student workers all be “circulators” but one or two are given
 special permissions to work with cataloging or serials or such.Am I
 understanding this correctly?If we wanted to assign a “circulator”
 special elevated user permission for updating item records, I should be
 able to go into their patron record, open the user permission editor and
 assign them update_item_record (or some such).   Right?



 Well, the problem is that we are trying to do something like that for
 several different pre-assigned groups and it is not working.   For the
 “volunteer” group for instance.  I have assigned several users in our
 system to that profile, but one or two need modifications.  When I go to
 that patron record, into the user permission editor, everything is greyed
 out and it won’t let me change anything.   One or two permissions listed
 there I would like to remove (like Admin Toolbar!  What? For volunteers?)
 or even change the level at which they have permission.   Nope.  No
 dice.And where is that admin toolbar thing set anyway?Who gave
 volunteers that permission?  It is not listed in the group permissions
 editor.(they can also see and edit the Library Settings!)



   So, why can I change some user permissions for patrons (I am having no
 trouble with our “catalogers”), but others are all greyed out and won’t let
 me add or delete anything in the user permission editor. Do I have to
 start all over and just create all new groups first??   (and I AM the admin
 and logged in as such when trying all of this)



   Thanks for any insights you have.



 Jennifer



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






-- 
Lise Keppler
Forsyth County Public Library
660 W 5th St
Winston Salem NC 27101
336-703-3070

Re: [OPEN-ILS-GENERAL] Best practices for staff client usernames

[Elisabeth Keppler]

Forsyth County NC uses a system that is tied to the position rather the
individual.  That way, the permissions, reports, etc. stay with the person
who needs them, regardless of who it is.  Since the County's position
control numbers (PCNs) are four digits, our user names are constructed as
follows:

*   abc*

where a, b, and c are single-letter codes and  is the PCN.

   - a = library  (each org unit has its own letter)
   - b = department  (Tech Services, children's services, etc.)
   - c = position type (supervisor, librarian, assistant, etc.)

Hope that helps,
Lise Keppler



On Tue, Aug 12, 2014 at 11:01 AM, Deana Cunningham 
deana.cunning...@granvillecounty.org wrote:

  Hi,

  My new director was asking my opinion on usernames and passwords for
 staff. I am of two minds - I would like more personalized usernames for
 accountability reasons, but I also recognize things like reports are tied
 to usernames and it is easier just to change the password when people leave
 instead of setting up a new user from scratch. We also have only one
 username for substitutes (by branch) and this can get a bit confusing.

  Any opinions?

  Thanks,

  Deana

 Deana Cunningham
 Branch Manager, South Branch Library
 1550 S. Campus Dr.
 Creedmoor, NC 27522
 Phone: (919) 528-1752
 Fax: (919) 528-1376
 deana.cunning...@granvillecounty.org




-- 
Lise Keppler
Forsyth County Public Library
660 W 5th St
Winston Salem NC 27101
336-703-3070

Re: [OPEN-ILS-GENERAL] Seeking opinions on client Transfer All Title Holds option

[Elisabeth Keppler]

Although I've been known to use Transfer All Title Holds when cleaning up
duplicate on-order records, I agree that it has the potential to cause
harm.  There are better and safer ways.  My vote is to remove it.

Thanks,
Lise Keppler


On Tue, Aug 5, 2014 at 8:34 AM, Boyer, Jason A jboy...@library.in.gov
wrote:

  Dangerous may be a little strong, but I’m the one who used “havoc” when
 referring to it, so what do I know. :) I’m for removing it.

  Jason

 --
  Jason Boyer
 Indiana State Library
 140 North Senate Ave.
 Indianapolis, IN 46204
 http://library.in.gov/
 317-234-2128

  On Aug 5, 2014, at 8:13 AM, Kathy Lussier kluss...@masslnc.org wrote:

  Hi Rogan,

 Frankly, I worry this is starting to get into the territory of let's add
 another permission (or YAOUS) for every eventuality no matter how obscure.


 Yes, I think I agree with you here, which is why I'm suggesting that
 rather than adding a permission, we remove that menu entry altogether.
 Since holds are already transferred as part of a record merge and there is
 another method available to transfer all holds that requires the user to
 actively select those holds, it seems to be an unnecessary and potentially
 dangerous option to me. Dangerous may be too strong of a word, but it is
 something that is problematic when it is accidentally selected.

 Kathy

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

 On 8/4/2014 8:44 PM, Rogan Hamby wrote:

 Frankly, I worry this is starting to get into the territory of let's add
 another permission (or YAOUS) for every eventuality no matter how
 obscure.

  Some features I think in the long run complicate our lives
 (documentation, testing, development) more than they improve functionality.



 On Mon, Aug 4, 2014 at 5:09 PM, Kathy Lussier kluss...@masslnc.org
 wrote:

 Hi all,

 I wanted to seek some feedback on Launchpad bug 1350377
 https://bugs.launchpad.net/evergreen/+bug/1350377.

 The bug seeks an additional permission to be used with the Transfer All
 Title Holds option in the client. However, I was wondering if there would
 be any support from removing that option from the client altogether.

 Here's the issue:

 When you are in a bib record in the staff client, you have the option to
 transfer *all* title holds to another bib record. You first need to mark
 the other bib record as a holds transfer destination.

 However, you also have the option to transfer one or any number of
 selected holds to the marked bib record from the holds view of the bib
 record. You could transfer just one hold here or you could select them all
 if you really needed to transfer all holds. The benefit of using this
 option is that the user must actively select the holds that will be
 transferred.

 I personally think providing a blanket Transfer All Title Holds option
 in the client is dangerous, even if there were a separate permission for
 it, and unnecessary since there are other methods available in the staff
 client to accomplish the same task. Making it even more dangerous is the
 fact that the Actions for this Record menu that contains this option to
 transfer all holds is still available in the holds view of the bib record,
 which is where you go to transfer selected holds (see the screencast at
 http://www.screencast.com/t/ifHhJHNqq). It is very easy to mistakenly
 select this option when you are trying just to transfer just one hold. In
 fact, I accidentally selected it when I was just testing out the transfer
 holds scenario a few minutes ago.

 During a brief discussion in IRC on this issue, it was mentioned that
 possible use cases for the transfer all title holds option are:

 1. When staff are manually merging bib records. The client bib merge
 option automatically merges holds, but there may be reasons staff merge the
 records without using that option.
 2. In cases where there are orphaned holds on a record that no longer has
 copies to fill the hold.

 Since I think both of these use cases could be accommodated by using the
 option where you transfer selected holds, I wanted to see if others would
 support removing the Transfer All Title Holds option. Is there anyone who
 uses this option with some frequency who thinks it should continue to be
 available?

 Thanks!
 Kathy

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




  --

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

  “You can never get a cup of tea large enough or a book long enough to
 suit me.”
 ― C.S. Lewis http://www.goodreads.com/author/show/1069006.C_S_Lewis






-- 
Lise Keppler
Forsyth County Public Library
660 W 5th St
Winston Salem NC 27101
336-703-3070

Re: [OPEN-ILS-GENERAL] Duration Rules/Circulation Policies

[Elisabeth Keppler]

Forsyth treats ILLs exactly the same way that Holly describes.  We put our
own barcode on a wrapper around the front cover of the book with the due
date written in, check the thing out to our patron as a pre-cat, then call
and let the patron know it's here.  When they come to pick up, they sign a
receipt for it so that we know when it actually left our hands, but the
checkout date remains the day that the item arrived from the lending
library and the due date is based on that.

Lise Keppler


On Wed, Jul 30, 2014 at 9:27 PM, Kathy Lussier kluss...@masslnc.org wrote:

 Hi George,

 As far as I know, Evergreen currently does not have the feature you
 describe.

 Kathy

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


 On 7/30/2014 8:04 PM, George Rodgers-Clark wrote:

 Hello All--

 I am wondering if there is a way to trigger Evergreen 2.4.4 to prompt
 staff to enter the due date for a specific item type. The situation is with
 InterLibrary Loan items (we already have a circ type for them), when the
 due date is set by the library we are borrowing from (usually not the same
 as ours, and rarely the same from case to case). We are currently relying
 on our staff to use the Specific Due Date check box before scanning the
 item for check out, and it works most of the time. I would really like it
 if when the item is scanned for check out, Evergreen would prompt us for
 the due date (which we determine while processing the item). Is this
 possible? If so, how? (I'm assuming it has something to do with circulation
 policy [we have a 30-day-0-renewal policy set], but I'm not finding any
 documentation on it.)

 Thanks in advance!
 George

 George Rodgers-Clark
 Library Technician
 La Conner Regional Library
 La Conner, WA
 grodgers-cl...@lclib.lib.wa.us





-- 
Lise Keppler
Forsyth County Public Library
660 W 5th St
Winston Salem NC 27101
336-703-3070

Re: [OPEN-ILS-GENERAL] Evergreen Statistical Categories

[Elisabeth Keppler]

If you're planning to use the reports module rather than writing your own
SQL code, there are some limits on what statistics can be easily and
accurately captured.  Pulling fields and subfields out of the MARC record
is especially tricky, if not impossible.  You can, however, use a
combination of circulation modifiers, shelving locations, call numbers,
and/or stat cats to garner useful data.  I can't speak for the NC Cardinal
consortium, of course, but I find that circ modifiers and stat cats are my
most reliable friends.  The challenge is to use enough of each to
differentiate materials without overdoing the complexity.

Good luck with your migration!

Lise Keppler


On Wed, Jun 25, 2014 at 10:18 AM, Donald Butterworth 
don.butterwo...@asburyseminary.edu wrote:

 Colleagues,

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

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

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

 Thanks for sharing!

 Don

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




-- 
Lise Keppler
Forsyth County Public Library
660 W 5th St
Winston Salem NC 27101
336-703-3070

Re: [OPEN-ILS-GENERAL] Evergreen Statistical Categories

[Elisabeth Keppler]

I heard about the Flattened MARC Fields at the conference in March but have
had no success with them, either at the field or subfield level.  Any
guidance, Chris?

Thanks,
Lise


On Wed, Jun 25, 2014 at 10:50 AM, Sharp, Chris csh...@georgialibraries.org
wrote:

 Lise and Don,

 In the reports interface, you can take the following path from the Item
 source:

 Item - Call Number/Volume - Bib Record - Flattened MARC Fields

 That source gives you the means to filter on/display MARC Fields and
 subfields.

 Hope that's helpful!

 Chris

 - Original Message -
  From: Elisabeth Keppler keppl...@forsyth.cc
  To: Evergreen Discussion Group 
 open-ils-general@list.georgialibraries.org
  Sent: Wednesday, June 25, 2014 10:42:13 AM
  Subject: Re: [OPEN-ILS-GENERAL] Evergreen Statistical Categories
 
 
  If you're planning to use the reports module rather than writing your
  own SQL code, there are some limits on what statistics can be easily
  and accurately captured. Pulling fields and subfields out of the
  MARC record is especially tricky, if not impossible. You can,
  however, use a combination of circulation modifiers, shelving
  locations, call numbers, and/or stat cats to garner useful data. I
  can't speak for the NC Cardinal consortium, of course, but I find
  that circ modifiers and stat cats are my most reliable friends. The
  challenge is to use enough of each to differentiate materials
  without overdoing the complexity.
 
 
  Good luck with your migration!
 
 
  Lise Keppler
 
 
 
  On Wed, Jun 25, 2014 at 10:18 AM, Donald Butterworth 
  don.butterwo...@asburyseminary.edu  wrote:
 
 
 
 
 
 
 
  Colleagues,
 
  Here at Asbury Seminary we are rapidly closing in on our Evergreen
  migration date in mid July. Our sister institution, Asbury
  University, will making their transition after the Fall semester. We
  have been testing, testing, testing and feel like we are nearly
  ready. There is still at least one area though, where we are seeking
  your collective wisdom, Statistics.
 
  In our legacy system we have a list of statistical codes that
  describe the item type. e.g. monograph, annual, bound periodical,
  DVD, etc. My understanding is that Evergreen can pull totals for
  item types based on elements in the bibliographic record. Is this
  correct, or is it a false assumption?
 
  What statistical categories have all y'all found valuable to keep? We
  are particularly interested in the kind of categories other academic
  libraries are creating in the Statistical Category Editor.
 
  Thanks for sharing!
 
  Don
 
 
 
 
 
 
  --
  Don Butterworth
  Faculty Associate / Librarian III
  B.L. Fisher Library
  Asbury Theological Seminary
  don.butterwo...@asburyseminary.edu
  (859) 858-2227
 
 
 
 
  --
 
  Lise Keppler
  Forsyth County Public Library
 
  660 W 5th St
  Winston Salem NC 27101
  336-703-3070

 --
 Chris Sharp
 PINES System Administrator
 Georgia Public Library Service
 1800 Century Place, Suite 150
 Atlanta, Georgia 30345
 (404) 235-7147
 csh...@georgialibraries.org
 http://pines.georgialibraries.org/




-- 
Lise Keppler
Forsyth County Public Library
660 W 5th St
Winston Salem NC 27101
336-703-3070

Re: [OPEN-ILS-GENERAL] Evergreen Statistical Categories

[Elisabeth Keppler]

That's fantastic, Chris!  Thanks very much.  I'll try some things reports
again.  If they still don't work for me, I'll be back.





On Wed, Jun 25, 2014 at 11:45 AM, Sharp, Chris csh...@georgialibraries.org
wrote:

 Lise,

 I would need to see what you tried that didn't work to provide specific
 guidance,
 but I can provide an example from a template I recently created for one of
 our
 libraries.  The request was for a list of items by genre heading (655$a).
  Here are
 the paths I took to create the report:

 -begin template description-

 Uses Item Source.

 Displayed Fields:

 Item - Call Number/Volume - Owning Library - Short (Policy) Name as
 Owning Library
 Item - Call Number/Volume - Call Number Label
 Item - Call Number/Volume - Bib Record - Simple Record Extracts -
 Title Proper (normalized) as Title
 Item - Barcode
 Item - Call Number/Volume - Bib Record - Flattened MARC Fields -
 Normalized Value as Tag 655a

 Base Filters:

 Item - Call Number/Volume - Owning Library - Organizational Unit ID (In
 list)
 Item - Call Number/Volume - Bib Record - Flattened MARC Fields -
 Normalized Value (Lower case) (In list)
 Item - Call Number/Volume - Bib Record - Flattened MARC Fields - Tag
 (Equals) (655)
 Item - Call Number/Volume - Bib Record - Flattened MARC Fields -
 Subfield (Equals) (a)
 Item - Is Deleted (Equals) (False)

 USAGE: Enter the item owning library(ies) and one or more Genre entries.

 -end template description-

 This example hard-codes the tag and subfield since the request was very
 specific, but you
 could potentially create the template so that those are entered when
 creating the report definition.

 If you share what you've tried (specifically the generated SQL from the
 debugging info), I
 may be able to assist you in what you're trying to do.

 Chris



 - Original Message -
  From: Elisabeth Keppler keppl...@forsyth.cc
  To: Evergreen Discussion Group 
 open-ils-general@list.georgialibraries.org
  Sent: Wednesday, June 25, 2014 11:29:39 AM
  Subject: Re: [OPEN-ILS-GENERAL] Evergreen Statistical Categories
 
 
  I heard about the Flattened MARC Fields at the conference in March
  but have had no success with them, either at the field or subfield
  level. Any guidance, Chris?
 
 
  Thanks,
  Lise
 
 
 
  On Wed, Jun 25, 2014 at 10:50 AM, Sharp, Chris 
  csh...@georgialibraries.org  wrote:
 
 
  Lise and Don,
 
  In the reports interface, you can take the following path from the
  Item source:
 
  Item - Call Number/Volume - Bib Record - Flattened MARC Fields
 
  That source gives you the means to filter on/display MARC Fields and
  subfields.
 
  Hope that's helpful!
 
  Chris
 
 
 
  - Original Message -
   From: Elisabeth Keppler keppl...@forsyth.cc
   To: Evergreen Discussion Group 
   open-ils-general@list.georgialibraries.org 
   Sent: Wednesday, June 25, 2014 10:42:13 AM
   Subject: Re: [OPEN-ILS-GENERAL] Evergreen Statistical Categories
  
  
   If you're planning to use the reports module rather than writing
   your
   own SQL code, there are some limits on what statistics can be
   easily
   and accurately captured. Pulling fields and subfields out of the
   MARC record is especially tricky, if not impossible. You can,
   however, use a combination of circulation modifiers, shelving
   locations, call numbers, and/or stat cats to garner useful data. I
   can't speak for the NC Cardinal consortium, of course, but I find
   that circ modifiers and stat cats are my most reliable friends. The
   challenge is to use enough of each to differentiate materials
   without overdoing the complexity.
  
  
   Good luck with your migration!
  
  
   Lise Keppler
  
  
  
   On Wed, Jun 25, 2014 at 10:18 AM, Donald Butterworth 
   don.butterwo...@asburyseminary.edu  wrote:
  
  
  
  
  
  
  
   Colleagues,
  
   Here at Asbury Seminary we are rapidly closing in on our Evergreen
   migration date in mid July. Our sister institution, Asbury
   University, will making their transition after the Fall semester.
   We
   have been testing, testing, testing and feel like we are nearly
   ready. There is still at least one area though, where we are
   seeking
   your collective wisdom, Statistics.
  
   In our legacy system we have a list of statistical codes that
   describe the item type. e.g. monograph, annual, bound periodical,
   DVD, etc. My understanding is that Evergreen can pull totals for
   item types based on elements in the bibliographic record. Is this
   correct, or is it a false assumption?
  
   What statistical categories have all y'all found valuable to keep?
   We
   are particularly interested in the kind of categories other
   academic
   libraries are creating in the Statistical Category Editor.
  
   Thanks for sharing!
  
   Don
  
  
  
  
  
  
   --
   Don Butterworth
   Faculty Associate / Librarian III
   B.L. Fisher Library
   Asbury Theological Seminary
   don.butterwo...@asburyseminary.edu
   (859) 858-2227

Re: [OPEN-ILS-GENERAL] FWIW Evergreen Koha sites

[Elisabeth Keppler]

I'd be curious to see how the proprietary ILSs are doing in comparison.
 For every new Evergreen or Koha site, some pay-to-play company is
realizing that they should have done a better job.  Ditto Jason's sentiment.

Lise Keppler



On Fri, Jun 13, 2014 at 10:05 AM, Jason Etheridge ja...@esilibrary.com
wrote:

  Marshall has two maps showing  1364 Evergreen vs. 2103 Koha.

 Go team open source! :)

 --
 Jason Etheridge
 | Support Manager
 | Equinox Software, Inc. / The Open Source Experts
 | phone: 1-877-OPEN-ILS (673-6457)
 | email: ja...@esilibrary.com
 | web: http://www.esilibrary.com




-- 
Lise Keppler
Forsyth County Public Library
660 W 5th St
Winston Salem NC 27101
336-703-3070

Re: [OPEN-ILS-GENERAL] Pre-Cataloged Items

[Elisabeth Keppler]

I think Jason's right.  Our pre-cat circs weren't being counted until
someone pointed out that I had been filtering on IsDeleted equals no.
 (It's necessary for so many of our reports that it's become a habit.)
 Once I removed that filter, we were fine.

Good luck,
Lise


On Thu, May 1, 2014 at 2:58 PM, Jason Etheridge ja...@esilibrary.comwrote:

 Kate, the circulation record still exists, but how it gets used (or
 not) depends on how you construct your reports.

 -- Jason




-- 
Lise Keppler
Forsyth County Public Library
660 W 5th St
Winston Salem NC 27101
336-703-3070

Re: [OPEN-ILS-GENERAL] Distribution removal of conference attendee list

[Elisabeth Keppler]

My sincere apologies.  I should have looked much more closely at the entire
document before sending it.  It won't happen again.

Lise Keppler


On Tue, Apr 15, 2014 at 1:08 PM, Ben Hyman ben.hy...@bc.libraries.coopwrote:

 Hi all,

 Late last week, a list of Evergreen 2014 conference attendees was shared
 on this listserv. The document's footers, developed by Software Freedom
 Conservancy, indicated that the list was not to be published online.
 Therefore, on Friday, the message and attached document were scrubbed from
 the listserv itself, and removal requests were made to the Markmail and
 GMane archives. Additionally, Software Freedom Conservancy was advised.

 While immediate steps were taken, we are unfortunately unable to confirm
 that our removal requests will be acted on.
 Recognizing that the sharing of the document was intended as a helpful
 gesture in response to an information request, nonetheless, this serves as
 a reminder to be vigilant in the use of open listservs like this one - and
 particularly when information about persons is involved.

 With thanks to Ben Shum, Chris Sharp and Kathy Lussier for their quick and
 comprehensive actions.
 Best,

 Ben Hyman
 Executive Director | BC Libraries Cooperative
 ben.hy...@bc.libraries.coop | 1.855.383.5761 ext 1001 | cell: 250.889.2738
 bc.libraries.coop | Twitter: @BCLibrariesCoop




-- 
Lise Keppler
Forsyth County Public Library
660 W 5th St
Winston Salem NC 27101
336-703-3070

Re: [OPEN-ILS-GENERAL] Items not checking in?

[Elisabeth Keppler]

Our cases of check-ins not going through seem to be almost always because
staff was going faster than Evergreen could handle.  Because of the beep,
they think the scan was accepted and aren't always as vigilant about
watching the screen as they could be.  This has also happened at check-out.
 The result of that, of course, is that the catalog thinks the item is
still on the shelf and it doesn't appear on the patron's record at all.
 Joan's suggestion of disabling the beep sounds like a winner.

Re pre-cats, we don't allow staff to use them.  If a patron brings an item
to the desk that isn't in the catalog, we try to find another copy for them
but don't let them check out the copy in their hands until it can be added
to the system.

Lise

-- 
Lise Keppler
Forsyth County Public Library
660 W 5th St
Winston Salem NC 27101
336-703-3070

Re: [OPEN-ILS-GENERAL] contact list from conference

[Elisabeth Keppler]

Holly, an Attendee List was in my registration packet.  Do you need a copy?

Lise


On Fri, Apr 11, 2014 at 4:56 PM, Holly Brennan haderh...@ci.homer.ak.uswrote:

  At last year's conference there was a list distributed containing the
 names, emails, twitter/IRC handles of participants. If this was available
 in Boston I completely missed it and I NEED it now.



 Any chance someone has a shareable copy? Thanks!



 -Holly









 Holly Brennan

 Library Technology Specialist

 Homer Public Library

 907-235-3180 (main)

 907-435-3154 (direct)

 hbren...@cityofhomer-ak.gov






-- 
Lise Keppler
Forsyth County Public Library
660 W 5th St
Winston Salem NC 27101
336-703-3070

Re: [OPEN-ILS-GENERAL] contact list from conference

[Elisabeth Keppler]

Packet may have been a little too big a word, but I'll scan the Attendee
List and send it to you unless Kathy Lussier gets it to you first.

Thanks,
Lise


On Fri, Apr 11, 2014 at 5:11 PM, Holly Brennan haderh...@ci.homer.ak.uswrote:

  I missed a packet too?! Jeez, all I ended up with was my nametag and the
 conference schedule. My body believed it to be 4am when I registered, so
 I'll blame jetlag.



 Yes please.



 -Holly



 *From:* open-ils-general-boun...@list.georgialibraries.org [mailto:
 open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Elisabeth
 Keppler
 *Sent:* Friday, April 11, 2014 1:05 PM
 *To:* Evergreen Discussion Group
 *Subject:* Re: [OPEN-ILS-GENERAL] contact list from conference



 Holly, an Attendee List was in my registration packet.  Do you need a copy?



 Lise



 On Fri, Apr 11, 2014 at 4:56 PM, Holly Brennan haderh...@ci.homer.ak.us
 wrote:

 At last year's conference there was a list distributed containing the
 names, emails, twitter/IRC handles of participants. If this was available
 in Boston I completely missed it and I NEED it now.



 Any chance someone has a shareable copy? Thanks!



 -Holly









 Holly Brennan

 Library Technology Specialist

 Homer Public Library

 907-235-3180 (main)

 907-435-3154 (direct)

 hbren...@cityofhomer-ak.gov







 --

 Lise Keppler

 Forsyth County Public Library

 660 W 5th St

 Winston Salem NC 27101

 336-703-3070




-- 
Lise Keppler
Forsyth County Public Library
660 W 5th St
Winston Salem NC 27101
336-703-3070

Re: [OPEN-ILS-GENERAL] KPAC filtering

[Elisabeth Keppler]

We're not using KPAC at this point but I'd like to add my vote for being
able to filter on shelving location and circ modifier, regardless of
platform.  I'd have to talk to our consortium administrators about this, of
course, but is there a global filter tag in the TPAC as well?  Holly's
absolutely right about the problem of incomplete MARC records.  We're
finding an alarming percentage have almost no fixed field data which makes
filtering virtually useless.

Thanks,
Lise


On Mon, Apr 7, 2014 at 9:45 PM, Holly Brennan haderh...@ci.homer.ak.uswrote:

 GREAT idea, Ben. (I was waiting for you to chime in.) And I already have a
 group made that includes all the Children's locations!

 I'm sure I'll have more questions when I actually dive into this project,
 but this is great help already. Thanks!

 - Holly

 -Original Message-
 From: open-ils-general-boun...@list.georgialibraries.org [mailto:
 open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Ben Shum
 Sent: Monday, April 07, 2014 5:33 PM
 To: Evergreen Discussion Group
 Subject: Re: [OPEN-ILS-GENERAL] KPAC filtering

 For whatever it's worth, we make use of the custom filter groups and just
 specify a filter group like:
 global_filterfilter_group_entry(4)/global_filter

 Where 4 is the filter group that we set aside for KPAC entries.  Then we
 update the locations(x, y, z) in that filter group using the filter editor
 in the staff client.  This way, whenever we add or remove different copy
 locations, it doesn't require updating the XML file.

 -- Ben

 On Mon, Apr 7, 2014 at 9:27 PM, McCanna, Terran 
 tmcca...@georgialibraries.org wrote:
  Holly,
 
  I think it's a great question, and I'd love to know if that works when
 you try it out!
 
  Another thing I was mulling over was that it would be fun to make
  another version of the KPAC just for teens with its own graphics and
  just including audience type cd materials. (In my copious spare
  time... )
 
 
  Terran McCanna
  PINES Program Manager
  Georgia Public Library Service
  1800 Century Place, Suite 150
  Atlanta, GA 30345
  404-235-7138
  tmcca...@georgialibraries.org
 
  - Original Message -
  From: Holly Brennan haderh...@ci.homer.ak.us
  To: Evergreen Discussion Group
  open-ils-general@list.georgialibraries.org
  Sent: Monday, April 7, 2014 9:03:54 PM
  Subject: Re: [OPEN-ILS-GENERAL] KPAC filtering
 
  Ah, look at the file! Why didn't I think of that? (Tired, reaching end
  of day.)
 
  Thanks, Terran! Good clues on where to start looking and experimenting.
 
  -Holly
 
  -Original Message-
  From: open-ils-general-boun...@list.georgialibraries.org
  [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf
  Of McCanna, Terran
  Sent: Monday, April 07, 2014 4:57 PM
  To: Evergreen Discussion Group
  Subject: Re: [OPEN-ILS-GENERAL] KPAC filtering
 
  Hmm... I could be wrong (and I'm very tired), but I would guess that
 with the way the global filter tag is set up in the kpac.xml file, that you
 could put any sort of defined filter in there. It is configured for
 audience(a,b,c,d,j) and that is easy to modify, but my guess is you could
 replace that bit in the global filter tag with locations(x,y,z) where
 x,y,z were the IDs (not the names) of the shelving locations you wish to
 display.
 
  This page lists the filters that the query parser understands and it
 says locations refers to shelving location IDs:
  http://evergreen-ils.org/dokuwiki/doku.php?id=documentation:technical:
  search_grammar
 
  I'm not sure if there is a way to determine the IDs of your shelving
 locations without looking at the database table that holds them.
 
  We couldn't do this in PINES because our consortium allows different
 libraries to have different shelving locations and it would be too
 difficult to track, but I don't see why it couldn't work for a smaller or
 more standardized system.
 
 
  Terran McCanna
  PINES Program Manager
  Georgia Public Library Service
  1800 Century Place, Suite 150
  Atlanta, GA 30345
  404-235-7138
  tmcca...@georgialibraries.org



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




-- 
Lise Keppler
Forsyth County Public Library
660 W 5th St
Winston Salem NC 27101
336-703-3070

Re: [OPEN-ILS-GENERAL] spine label printers

[Elisabeth Keppler]

Ditto what Buzzy said about the Dymo Labelwriter 450.  They can use
multiple sizes of labels, are easy to set up with Evergreen, and can handle
a lot of volume.

Lise
Forsyth County NC


On Tue, Apr 8, 2014 at 3:35 PM, Buzzy Nielsen bu...@hoodriverlibrary.orgwrote:

  We use Dymo Labelwriter 450s. They're inexpensive, easy to setup, work
 well, and are compatible with multiple OSs.

 Cheers!
 Buzzy



  On 04/08/2014 11:46 AM, Rhonda Vincent wrote:

  Our spine label printer has officially retired. We need to replace it as
 soon as possible. I've seen the survey that was taken on printers before
 the last upgrade; however the last upgrade did not work well with our
 microline.  What I need to know is which printers have worked well since
 the upgrade.  Any and all information on the printers you are using and how
 they work with Evergreen at this point would be greatly appreciated.



 Thanks

 Rhonda Vincent

 Jennings County Public Library

 rhonda.vinc...@jenningslib.org





-- 
Lise Keppler
Forsyth County Public Library
660 W 5th St
Winston Salem NC 27101
336-703-3070

Re: [OPEN-ILS-GENERAL] Question about moving hold positions

[Elisabeth Keppler]

I don't think it will work on captured holds.  At that point, I think
you'll have to cancel the hold that has already been captured and place a
new one for her.  If she's someone who regularly places tv series on hold,
Lynn's suggestion of teaching her how to suspend and activate her own holds
makes a lot of sense.  She can place however many parts on hold as she
likes and suspend all but the first one.  Then as she watches that one, she
can activate the next.

Thanks,
Lise


On Tue, Mar 25, 2014 at 3:58 PM, Maria Parker 
maria.par...@kentonlibrary.org wrote:

 Thanks Lise and Lynn. I will try that but will it work on items that have
 already been captured?

 Maria



 *From:* open-ils-general-boun...@list.georgialibraries.org [mailto:
 open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Lynn
 Floyd
 *Sent:* Monday, March 24, 2014 1:44 PM

 *To:* 'Evergreen Discussion Group'
 *Subject:* Re: [OPEN-ILS-GENERAL] Question about moving hold positions



 Also, add a note to the Hold of the first disc, as a reminder to unsuspend
 the hold on the second disc.  You can make the Hold Notes print when you
 print the Hold Receipt.  This is how we usually handle multiple disc/
 volumes/series, when they come in wanting the entire series. A word of
 warning, in that the hold does count toward the total number of holds a
 patron can have.



 Lynn Floyd
 lfl...@andersonlibrary.org
 Anderson County Library
 864-260-4500 x181
 http://www.andersonlibrary.org




 *From:* open-ils-general-boun...@list.georgialibraries.org [
 mailto:open-ils-general-boun...@list.georgialibraries.orgopen-ils-general-boun...@list.georgialibraries.org]
 *On Behalf Of *Elisabeth Keppler
 *Sent:* Friday, March 21, 2014 7:38 PM
 *To:* Evergreen Discussion Group
 *Subject:* Re: [OPEN-ILS-GENERAL] Question about moving hold positions



 There may be a more elegant answer that someone who knows what they're
 doing could tell you, but how about suspending the hold until she's seen
 the first disc?  If her hold is already in the queue, as soon as it's
 reactivated, she'll back in position and won't have to start at the bottom.



 Thanks,

 Lise Keppler



 On Fri, Mar 21, 2014 at 4:06 PM, Maria Parker 
 maria.par...@kentonlibrary.org wrote:

 Greetings,

 I am sure this question has come up a lot in the past but right I am
 trying to help a co-worker and both of us are a bit confused about how to
 move a hold down the queue. She had a hold to come but she doesn't need it
 right now but wanted to move down from position 12 to 20 so that she would
 have time to get the first disc in the series before seeing the second
 disc. I could move her up to position 1 or cancel the hold and move her to
 the bottom of the list. Is there something that I am completely missing?
 This doesn't normally come up so I really would like to know.

 Thanks a bunch,

 Maria



 Maria Parker

 Circulation Supervisor

 Mary Ann Mongan Branch

 502 Scott Boulevard

 Covington, KY 41011



 Telephone: 859-962-4060 ext. 4075

 Fax :859-261-2676

 Email: maria.par...@kentonlibrary.org









 --

 Lise Keppler

 Forsyth County Public Library

 660 W 5th St

 Winston Salem NC 27101

 336-703-3070




-- 
Lise Keppler
Forsyth County Public Library
660 W 5th St
Winston Salem NC 27101
336-703-3070

Re: [OPEN-ILS-GENERAL] Question about moving hold positions

[Elisabeth Keppler]

Good point, Laurie.  Do you use parts, Maria?  Laurie's right that patrons
can't place item holds, but they *can* place holds on part records.

Lise


On Tue, Mar 25, 2014 at 5:41 PM, Laurie Love ll...@arlibrary.org wrote:

  Only problem is that (at least in NC Cardinal) ... the DVD's have to have
 copy holds to make sure that you get the correct DVD in the series
 (volume) and copy holds cannot be placed from home.

 Laurie Love

 Wilkes

 (Hi Maria!)



 *From:* open-ils-general-boun...@list.georgialibraries.org [mailto:
 open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Elisabeth
 Keppler
 *Sent:* Tuesday, March 25, 2014 4:44 PM

 *To:* Evergreen Discussion Group
 *Subject:* Re: [OPEN-ILS-GENERAL] Question about moving hold positions



 I don't think it will work on captured holds.  At that point, I think
 you'll have to cancel the hold that has already been captured and place a
 new one for her.  If she's someone who regularly places tv series on hold,
 Lynn's suggestion of teaching her how to suspend and activate her own holds
 makes a lot of sense.  She can place however many parts on hold as she
 likes and suspend all but the first one.  Then as she watches that one, she
 can activate the next.



 Thanks,

 Lise



 On Tue, Mar 25, 2014 at 3:58 PM, Maria Parker 
 maria.par...@kentonlibrary.org wrote:

 Thanks Lise and Lynn. I will try that but will it work on items that have
 already been captured?

 Maria



 *From:* open-ils-general-boun...@list.georgialibraries.org [mailto:
 open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Lynn
 Floyd
 *Sent:* Monday, March 24, 2014 1:44 PM


 *To:* 'Evergreen Discussion Group'
 *Subject:* Re: [OPEN-ILS-GENERAL] Question about moving hold positions



 Also, add a note to the Hold of the first disc, as a reminder to unsuspend
 the hold on the second disc.  You can make the Hold Notes print when you
 print the Hold Receipt.  This is how we usually handle multiple disc/
 volumes/series, when they come in wanting the entire series. A word of
 warning, in that the hold does count toward the total number of holds a
 patron can have.



 Lynn Floyd
 lfl...@andersonlibrary.org
 Anderson County Library
 864-260-4500 x181
 http://www.andersonlibrary.org




 *From:* open-ils-general-boun...@list.georgialibraries.org [
 mailto:open-ils-general-boun...@list.georgialibraries.orgopen-ils-general-boun...@list.georgialibraries.org]
 *On Behalf Of *Elisabeth Keppler
 *Sent:* Friday, March 21, 2014 7:38 PM
 *To:* Evergreen Discussion Group
 *Subject:* Re: [OPEN-ILS-GENERAL] Question about moving hold positions



 There may be a more elegant answer that someone who knows what they're
 doing could tell you, but how about suspending the hold until she's seen
 the first disc?  If her hold is already in the queue, as soon as it's
 reactivated, she'll back in position and won't have to start at the bottom.



 Thanks,

 Lise Keppler



 On Fri, Mar 21, 2014 at 4:06 PM, Maria Parker 
 maria.par...@kentonlibrary.org wrote:

 Greetings,

 I am sure this question has come up a lot in the past but right I am
 trying to help a co-worker and both of us are a bit confused about how to
 move a hold down the queue. She had a hold to come but she doesn't need it
 right now but wanted to move down from position 12 to 20 so that she would
 have time to get the first disc in the series before seeing the second
 disc. I could move her up to position 1 or cancel the hold and move her to
 the bottom of the list. Is there something that I am completely missing?
 This doesn't normally come up so I really would like to know.

 Thanks a bunch,

 Maria



 Maria Parker

 Circulation Supervisor

 Mary Ann Mongan Branch

 502 Scott Boulevard

 Covington, KY 41011



 Telephone: 859-962-4060 ext. 4075

 Fax :859-261-2676

 Email: maria.par...@kentonlibrary.org









 --

 Lise Keppler

 Forsyth County Public Library

 660 W 5th St

 Winston Salem NC 27101

 336-703-3070





 --

 Lise Keppler

 Forsyth County Public Library

 660 W 5th St

 Winston Salem NC 27101

 336-703-3070




-- 
Lise Keppler
Forsyth County Public Library
660 W 5th St
Winston Salem NC 27101
336-703-3070

[OPEN-ILS-GENERAL] Don't miss next year's Evergreen International Conference

[Elisabeth Keppler]

Last week's EIG in Cambridge was extraordinarily useful, in terms of both
information learned and contacts made.  The committees did a tremendous job
of lining up presentations that covered topics we really wanted to hear
about at a comfortable venue and for a very reasonable price.  Huge thanks
to both the Conference Organizing Committee and the Conference Program
Planning Committee, and no I'm not getting a kickback for saying this
stuff.  I came home with reams of notes and a stack of business cards.
 Fair warning to all you generous people: I'll be emailing you with
questions!

If there's any way your budget can be stretched to allow it, I highly
recommend attending next year's conference, wherever and whenever it's held.

Thanks,
Lise


-- 
Lise Keppler
Forsyth County Public Library
660 W 5th St
Winston Salem NC 27101
336-703-3070

Re: [OPEN-ILS-GENERAL] Minutes of the resource allocator summit

[Elisabeth Keppler]

I understand the ideas behind a membership fee structure, but isn't that
contrary to the concept of open source as a voluntary participation model?

Thanks,
Lise


On Mon, Mar 24, 2014 at 12:06 PM, Justin Hopkins 
jus...@mobiusconsortium.org wrote:

 In the hopes of having these details included in Ben  Kathy's report:

  - Should the Evergreen Community have a membership fee structure as a
 way of getting funds for pooling? What are the benefits of membership?
 Equinox's idea lab a potential model? Should there be a tiered model
 of membership, higher the tier the greater the benefits?


 I am generally in favor of a membership structure for the purposes of
 building funds for pooled development projects, and even having various
 tiers seems like a great idea - those who contribute more can and should
 be recognized. But I want to take this opportunity to say that I'm very
 dubious of a tiered _benefits_ model insofar as it influences the direction
 of development, access to developers, test environments, etc. Obviously the
 larger community entities and those who are able to contribute to shared
 funding projects (like GPLS's huge commitment to the web based staff
 client) are already receiving these sorts of benefits - which makes sense -
 but I'm concerned that formalizing these sorts of things as explicit perks
 given to membership tiers could fundamentally change the nature of our
 project. I'm afraid that we may end up making development 100% customer
 driven rather than what I see (currently) as a nice balance between
 customer driven, community driven, and own-itch-scratching.

 Justin




-- 
Lise Keppler
Forsyth County Public Library
660 W 5th St
Winston Salem NC 27101
336-703-3070

Re: [OPEN-ILS-GENERAL] Question about moving hold positions

[Elisabeth Keppler]

There may be a more elegant answer that someone who knows what they're
doing could tell you, but how about suspending the hold until she's seen
the first disc?  If her hold is already in the queue, as soon as it's
reactivated, she'll back in position and won't have to start at the bottom.

Thanks,
Lise Keppler


On Fri, Mar 21, 2014 at 4:06 PM, Maria Parker 
maria.par...@kentonlibrary.org wrote:

 Greetings,

 I am sure this question has come up a lot in the past but right I am
 trying to help a co-worker and both of us are a bit confused about how to
 move a hold down the queue. She had a hold to come but she doesn't need it
 right now but wanted to move down from position 12 to 20 so that she would
 have time to get the first disc in the series before seeing the second
 disc. I could move her up to position 1 or cancel the hold and move her to
 the bottom of the list. Is there something that I am completely missing?
 This doesn't normally come up so I really would like to know.

 Thanks a bunch,

 Maria



 Maria Parker

 Circulation Supervisor

 Mary Ann Mongan Branch

 502 Scott Boulevard

 Covington, KY 41011



 Telephone: 859-962-4060 ext. 4075

 Fax :859-261-2676

 Email: maria.par...@kentonlibrary.org








-- 
Lise Keppler
Forsyth County Public Library
660 W 5th St
Winston Salem NC 27101
336-703-3070

Re: [OPEN-ILS-GENERAL] Cambridge road work and weather

[Elisabeth Keppler]

If you're driving, be aware that the parking garage for the hotel is
*before* the entrance.  If you go past it, you might have to go a long way
to get back around.

Thanks,
Lise


On Tue, Mar 18, 2014 at 6:06 PM, Kathy Lussier kluss...@masslnc.org wrote:

 Hi all!

 We're starting to see a lot of Evergreeners in Cambridge tonight as we get
 ready for the start of the conference tomorrow. For our nearby Evergreen
 colleagues who might be driving to the conference, you should be sure to
 avoid a route that travels over the Longfellow Bridge to bring you into the
 Cambridge.  Instead, you will want to use the Charles River Dam Road or the
 Massachusetts Avenue Bridge to head into Cambridge.

 Also, it looks like we'll be getting some warm temperatures during the
 week. However, we are expected to get some showers on Thursday and
 temperatures are expected to dip overnight, so you'll want to make sure you
 pack accordingly.

 Kathy

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




-- 
Lise Keppler
Forsyth County Public Library
660 W 5th St
Winston Salem NC 27101
336-703-3070

Re: [OPEN-ILS-GENERAL] A Song of Hope

[Elisabeth Keppler]

We should sing this at the opening of the Conference.  Ditto what Holly
said--Evergreeners are the best!


On Fri, Mar 7, 2014 at 5:24 PM, Dan Wells d...@calvin.edu wrote:

  Hello all,

 Anyone who knows me knows that I take this project and my duties to it
 very seriously.  I even (literally) lose sleep over it from time to time,
 and a few nights ago, my tossing and turning was not for naught, as the
 following lyric came to me, so I hope you can grant me a moment of levity.
 Perhaps a sing-along could lift a few spirits around here J

 2.next (2-Point-Next)
 by Dan Wells
 (tune: Tomorrow from Annie)

 This code will come out
 2-point-next!
 Bet your bottom dollar by 2-point-next
 this will run.
 Just thinkin' about
 2-point-next,
 Clears away my anger towards the RM
 till there's none!

 When I'm stuck with a branch,
 not done,
 and buggy,
 I just load up my Vim,
 and grin,
 and say,
 2-point-next! 2-point-next!
 I love you, 2-point-next!
 You're only six months away!

 2-point-next! 2-point-next!
 I love you, 2-point-next!
 You're only six months away!


 Thanks,
 Dan


 Daniel Wells
 Library Programmer/Analyst
 Hekman Library, Calvin College
 616.526.7133







-- 
Lise Keppler
Forsyth County Public Library
660 W 5th St
Winston Salem NC 27101
336-703-3070

Re: [OPEN-ILS-GENERAL] Holds placed prior to status change

[Elisabeth Keppler]

We're new to Evergreen and have been struggling with holds on new items.
 We've had issues with Find Another Target messing up the holds queue, but
we may have been doing it incorrectly.

When you say to Find Another Target for the hold on top of the queue,
Tina, do you mean the first hold that appears when we click on View Holds
for the record?  This seems to be the newest hold and might not be for our
library's patron.  (We're in the NC Cardinal consortium.  Since we use
6-month age hold protection, holds outside Forsyth County won't be filled
by new items we add here.)  We tried filtering to holds for just the branch
where the new item was added, but that seems to have caused problems.
 Would you mind elaborating on your recommendation?

Thanks very much,
Lise Keppler
Forsyth County Public Library


On Wed, Feb 26, 2014 at 6:36 PM, Tina Ji (Project Sitka) 
t...@sitka.bclibraries.ca wrote:

 Hi Deana,

 If your 'missing' and 'trace' statuses are non-holdable, this is probably
 the expected behaviour. We experience the same thing with our hold targeter
 running every 15 mins for new holds (placed within 24 hours) and daily for
 old holds (placed 24 hours ago). So new holds may be targeted by a copy
 with newly achieved holdable status, but not the old ones.

 The opportunistic capture is related to the hold_copy_map, which is
 updated by the hold targeter, thus updated daily for old holds. Items with
 newly achieved holdable status is not in that table for old holds.

 We advise our sites doing Find Another Target for the hold on top of the
 queue or waiting for a day. The checkin modifier: Retarget Local Hold may
 help, to some extent.



 Tina



 Quoting Deana Cunningham deana.cunning...@granvillecounty.org:

  Hi great brain!

 I was playing around today on our test server and have a question  about
 hold triggering. After an item has a status change to  missing or
 trace, any holds placed prior to that change are not  getting triggered
 upon item check in. I have tried checking the item  in numerous times (to
 see if maybe the first time when it changes  the status back to
 reshelving it would activate the hold for  capture at the next check in,
 but it did not. Placing a new hold on  the item after the status has been
 changed back to reshelving  causes that hold to be triggered on
 subsequent check ins, but the  hold placed before changing to trace or
 missing is not triggered.

 Something I'm missing here?

 I also realize the item should be caught during the regular check  for
 holds cron job (which is another problem we're having) but I am  only
 looking at opportunistic hold capturing right now.

 Thanks!

 Deana

 Deana Cunningham
 Branch Manager, South Branch Library
 1550 S. Campus Dr.
 Creedmoor, NC 27522
 Phone: (919) 528-1752
 Fax: (919) 528-1376
 deana.cunning...@granvillecounty.org




 Tina Ji
 1-888-848-9250
 Trainer/Help Desk Specialist
 BC Libraries Cooperative/Sitka





-- 
Lise Keppler
Forsyth County Public Library
660 W 5th St
Winston Salem NC 27101
336-703-3070

Re: [OPEN-ILS-GENERAL] Holds placed prior to status change

[Elisabeth Keppler]

Thanks, everyone.  I really appreciate how generous Evergreen librarians
are with their knowledge and experience!

Out of curiosity, is it common practice out there to add hot new titles to
the catalog the day before their lay-down date so that holds can be filled
as soon as a title is released?  We have patrons who call first thing on
Tuesdays (mostly) to ask why their hold on the latest bestseller hasn't
been filled yet.  If we add items on lay-down day and stash them in the
back for 24 hours, they'll scream.

Lise Keppler


On Thu, Feb 27, 2014 at 9:17 AM, Laurie Love ll...@arlibrary.org wrote:

  Lise:

 I'm part of the NC Cardinal system also and Wilkes (Appalachian
 Regional) has been with Evergreen since 2011.  If you ever want to call or
 email me with questions, I'm happy to try to help.   The holds are really
 tricky with Evergreen and there are lots of  foibles.  The Find another
 Target is supposed to look for another title to satisfy the hold.  Doesn't
 always work in my experience though.

 Laurie Love

 Circ. Mgr.

 Wilkes County Public Library

 ll...@arlibrary.org

 336-838-2818



 *From:* open-ils-general-boun...@list.georgialibraries.org [mailto:
 open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Elisabeth
 Keppler
 *Sent:* Thursday, February 27, 2014 9:05 AM
 *To:* Evergreen Discussion Group
 *Subject:* Re: [OPEN-ILS-GENERAL] Holds placed prior to status change



 We're new to Evergreen and have been struggling with holds on new items.
  We've had issues with Find Another Target messing up the holds queue, but
 we may have been doing it incorrectly.



 When you say to Find Another Target for the hold on top of the queue,
 Tina, do you mean the first hold that appears when we click on View Holds
 for the record?  This seems to be the newest hold and might not be for our
 library's patron.  (We're in the NC Cardinal consortium.  Since we use
 6-month age hold protection, holds outside Forsyth County won't be filled
 by new items we add here.)  We tried filtering to holds for just the branch
 where the new item was added, but that seems to have caused problems.
  Would you mind elaborating on your recommendation?



 Thanks very much,

 Lise Keppler

 Forsyth County Public Library



 On Wed, Feb 26, 2014 at 6:36 PM, Tina Ji (Project Sitka) 
 t...@sitka.bclibraries.ca wrote:

 Hi Deana,

 If your 'missing' and 'trace' statuses are non-holdable, this is probably
 the expected behaviour. We experience the same thing with our hold targeter
 running every 15 mins for new holds (placed within 24 hours) and daily for
 old holds (placed 24 hours ago). So new holds may be targeted by a copy
 with newly achieved holdable status, but not the old ones.

 The opportunistic capture is related to the hold_copy_map, which is
 updated by the hold targeter, thus updated daily for old holds. Items with
 newly achieved holdable status is not in that table for old holds.

 We advise our sites doing Find Another Target for the hold on top of the
 queue or waiting for a day. The checkin modifier: Retarget Local Hold may
 help, to some extent.



 Tina




 Quoting Deana Cunningham deana.cunning...@granvillecounty.org:

 Hi great brain!

 I was playing around today on our test server and have a question  about
 hold triggering. After an item has a status change to  missing or
 trace, any holds placed prior to that change are not  getting triggered
 upon item check in. I have tried checking the item  in numerous times (to
 see if maybe the first time when it changes  the status back to
 reshelving it would activate the hold for  capture at the next check in,
 but it did not. Placing a new hold on  the item after the status has been
 changed back to reshelving  causes that hold to be triggered on
 subsequent check ins, but the  hold placed before changing to trace or
 missing is not triggered.

 Something I'm missing here?

 I also realize the item should be caught during the regular check  for
 holds cron job (which is another problem we're having) but I am  only
 looking at opportunistic hold capturing right now.

 Thanks!

 Deana

 Deana Cunningham
 Branch Manager, South Branch Library
 1550 S. Campus Dr.
 Creedmoor, NC 27522
 Phone: (919) 528-1752
 Fax: (919) 528-1376
 deana.cunning...@granvillecounty.org



   Tina Ji
 1-888-848-9250
 Trainer/Help Desk Specialist
 BC Libraries Cooperative/Sitka





 --

 Lise Keppler

 Forsyth County Public Library

 660 W 5th St

 Winston Salem NC 27101

 336-703-3070




-- 
Lise Keppler
Forsyth County Public Library
660 W 5th St
Winston Salem NC 27101
336-703-3070

Re: [OPEN-ILS-GENERAL] ***SPAM*** Re: Holds placed prior to status change

[Elisabeth Keppler]

If we changed 'missing' status to holdable, wouldn't that delay finding a
viable copy to fill the hold?  We're marking items 'missing' if they're on
the Pull List and not on the shelf but a different copy *is* available.  By
marking the targeted item missing and then using Find Another Target, we
can use the copy we have in our hands to fill the hold.  Under our previous
ILS (Sirsi), it didn't matter which copy we discharged as long as it was on
the same title record.  Evergreen doesn't seem to accept alternate copies,
though.  Is there a better way to do this?

Thanks,
Lise


On Thu, Feb 27, 2014 at 11:45 AM, Anne Murray
anne.hamilt...@ntlworld.comwrote:

 We would certainly find it far better if 'trace' and 'missing' triggered
 holds. We have found a lot of our missing stock recently and have had to
 manually look at each book for holds (they only get changed to that status
 in the first place as they are holds we can't find).

 Anne Murray
 East Dunbartonshire Libraries
 Kirkintilloch
 Scotland


 On 27 February 2014 16:31, Michele Morgan mmor...@noblenet.org wrote:

 In NOBLE, we recommend checking in new items using the Checkin Modifiers
 Retarget Local Holds (for In Process items) and, if necessary, Retarget
 all statuses if items are in statuses other than In Process. Doing this
 looks for local holds for the new items, but not holds for pickup at
 other libraries. This doesn't work perfectly, but it's the best option we
 currently have.

 Finding the appropriate hold and retargeting it also works, but this is a
 cumbersome process.

 Things would work much more smoothly if new items were targeted
 immediately when they were entered. I'll add this to Launchpad as a
 wishlist bug.

 We also have the problem where an item on the pull list can't be found,
 and is changed to missing. When it is found a few minutes later, it won't
 trigger the hold.

 I am wondering about changing the holdability of some of our statuses,
 like Missing, from False to True. Would this solve this problem -  but
 cause others?

 It's great to see this kind of discussion on the list to compare
 workflows and see ways that the system could be improved.

 -Michele

 On Feb 27, 2014, at 9:17 AM, Laurie Love ll...@arlibrary.org wrote:

 Lise:
 I'm part of the NC Cardinal system also and Wilkes (Appalachian
 Regional) has been with Evergreen since 2011.  If you ever want to call or
 email me with questions, I'm happy to try to help.   The holds are really
 tricky with Evergreen and there are lots of  foibles.  The Find another
 Target is supposed to look for another title to satisfy the hold.  Doesn't
 always work in my experience though.
 Laurie Love
 Circ. Mgr.
 Wilkes County Public Library
 ll...@arlibrary.org
 336-838-2818

 *From:* open-ils-general-boun...@list.georgialibraries.org [
 mailto:open-ils-general-boun...@list.georgialibraries.orgopen-ils-general-boun...@list.georgialibraries.org
 ] *On Behalf Of *Elisabeth Keppler
 *Sent:* Thursday, February 27, 2014 9:05 AM
 *To:* Evergreen Discussion Group
 *Subject:* Re: [OPEN-ILS-GENERAL] Holds placed prior to status change

 We're new to Evergreen and have been struggling with holds on new items.
  We've had issues with Find Another Target messing up the holds queue, but
 we may have been doing it incorrectly.

 When you say to Find Another Target for the hold on top of the queue,
 Tina, do you mean the first hold that appears when we click on View Holds
 for the record?  This seems to be the newest hold and might not be for our
 library's patron.  (We're in the NC Cardinal consortium.  Since we use
 6-month age hold protection, holds outside Forsyth County won't be filled
 by new items we add here.)  We tried filtering to holds for just the branch
 where the new item was added, but that seems to have caused problems.
  Would you mind elaborating on your recommendation?

 Thanks very much,
 Lise Keppler
 Forsyth County Public Library


 On Wed, Feb 26, 2014 at 6:36 PM, Tina Ji (Project Sitka) 
 t...@sitka.bclibraries.ca wrote:
 Hi Deana,

 If your 'missing' and 'trace' statuses are non-holdable, this is probably
 the expected behaviour. We experience the same thing with our hold targeter
 running every 15 mins for new holds (placed within 24 hours) and daily for
 old holds (placed 24 hours ago). So new holds may be targeted by a copy
 with newly achieved holdable status, but not the old ones.

 The opportunistic capture is related to the hold_copy_map, which is
 updated by the hold targeter, thus updated daily for old holds. Items with
 newly achieved holdable status is not in that table for old holds.

 We advise our sites doing Find Another Target for the hold on top of the
 queue or waiting for a day. The checkin modifier: Retarget Local Hold may
 help, to some extent.



 Tina




 Quoting Deana Cunningham deana.cunning...@granvillecounty.org:

 Hi great brain!

 I was playing around today on our test server and have a question  about
 hold triggering. After an item

Re: [OPEN-ILS-GENERAL] Holds placed prior to status change

[Elisabeth Keppler]

Thanks, Tina.  I wonder if being part of a consortium that uses age hold
protection will cause problems.  If all of my library system's holds are
down a ways on the queue, would I select the highest hold for my system
rather than the top hold on the entire queue?  Will this cause problems for
other consortium members?

Lise


On Thu, Feb 27, 2014 at 12:05 PM, Tina Ji (Project Sitka) 
t...@sitka.bclibraries.ca wrote:

 Hi Lise,



  When you say to Find Another Target for the hold on top of the queue,
 Tina, do you mean the first hold that appears when we click on View Holds
 for the record?


 I mean the next hold that should be filled according to the adopted hold
 filling method. Most of our libraries fill holds by request time. So they
 sort holds by request time to find out the next hold to Find Another
 Target. Now we are on 2.4. There is the hold queue position field on View
 Holds. Libraries can sort the holds by queue position. Evergreen's
 displaying holds for the selected branch only or all pickup locations makes
 it harder to find out the next hold when the holds are queued within a
 system with multiple branches. Queue position can be a clue telling staff
 whether they need to view all holds.




 This seems to be the newest hold and might not be for our

 library's patron.  (We're in the NC Cardinal consortium.  Since we use
 6-month age hold protection, holds outside Forsyth County won't be filled
 by new items we add here.)  We tried filtering to holds for just the
 branch
 where the new item was added, but that seems to have caused problems.
  Would you mind elaborating on your recommendation?

 Thanks very much,
 Lise Keppler
 Forsyth County Public Library





 Tina Ji
 1-888-848-9250
 Trainer/Help Desk Specialist
 BC Libraries Cooperative/Sitka





-- 
Lise Keppler
Forsyth County Public Library
660 W 5th St
Winston Salem NC 27101
336-703-3070

Re: [OPEN-ILS-GENERAL] Receipt Printer

[Elisabeth Keppler]

Hi Holly and Buzzy,

Thanks for responding!  Our statewide consortium managers and Equinox have
had no luck getting our receipt printers to autocut.   We're having to feed
the paper and tear by hand.  Since we're on the east coast, Harweda has
left for the day but I'm sure she'd love to know if there's a secret to
forcing the Stars to cut.  Could you share the driver(s) you're using?

Many thanks,
Lise Keppler




On Tue, Feb 18, 2014 at 6:55 PM, Holly Brennan haderh...@ci.homer.ak.uswrote:

  We have a bunch of old Star TSP700s. They work great with Evergreen and
 with our PC management system for guest passes - one receipt printer does
 both jobs.



 -Holly



 *From:* open-ils-general-boun...@list.georgialibraries.org [mailto:
 open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Harweda
 Coe
 *Sent:* Monday, February 17, 2014 8:43 AM
 *To:* open-ils-general@list.georgialibraries.org
 *Subject:* [OPEN-ILS-GENERAL] Receipt Printer



 Does anyone have recommendations for a receipt printer that work well with
 Evergreen? After the migration, the Library receipt printers stopping
 cutting automatically. I tried several printer drivers (Star
 TSP600-650series) with no success.





 Thanks

 --

 Harweda Coe

 Computer Services Manager

 Forsyth County Public Library

 660 W. Fifth Street

 Winston-Salem, North Carolina 27101

 336-703-3008 office

 336-829-1048 cell




-- 
Lise Keppler
Forsyth County Public Library
660 W 5th St
Winston Salem NC 27101
336-703-3070

Re: [OPEN-ILS-GENERAL] Receipt Printer

[Elisabeth Keppler]

That's splendid, Buzzy.  I'm sure Harweda will be most grateful.  Hood
River--it's not just a beautiful place to visit.  It has helpful librarians!

Thanks again,
Lise




On Tue, Feb 18, 2014 at 7:38 PM, Buzzy Nielsen
bu...@hoodriverlibrary.orgwrote:

  Sure thing. We downloaded the drivers from here:
 http://www.starmicronics.com/support/default.aspx

 I've attached our settings. They're from our Linux workstation, but I
 think the settings in Windows are largely similar. We actually didn't have
 to change any of the default settings to get the printers to cut. Ours are
 set to partial cut.

 Cheers!
 Buzzy

 
 Library Director
 Hood River County Library District
 502 State Street
 Hood River, Oregon 97031
 541-387-7062
 http://hoodriverlibrary.org

  On 02/18/2014 04:23 PM, Elisabeth Keppler wrote:

 Hi Holly and Buzzy,

  Thanks for responding!  Our statewide consortium managers and Equinox
 have had no luck getting our receipt printers to autocut.   We're having to
 feed the paper and tear by hand.  Since we're on the east coast, Harweda
 has left for the day but I'm sure she'd love to know if there's a secret to
 forcing the Stars to cut.  Could you share the driver(s) you're using?

  Many thanks,
 Lise Keppler




 On Tue, Feb 18, 2014 at 6:55 PM, Holly Brennan 
 haderh...@ci.homer.ak.uswrote:

  We have a bunch of old Star TSP700s. They work great with Evergreen and
 with our PC management system for guest passes - one receipt printer does
 both jobs.



 -Holly



 *From:* open-ils-general-boun...@list.georgialibraries.org [mailto:
 open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Harweda
 Coe
 *Sent:* Monday, February 17, 2014 8:43 AM
 *To:* open-ils-general@list.georgialibraries.org
 *Subject:* [OPEN-ILS-GENERAL] Receipt Printer



 Does anyone have recommendations for a receipt printer that work well
 with Evergreen? After the migration, the Library receipt printers stopping
 cutting automatically. I tried several printer drivers (Star
 TSP600-650series) with no success.





 Thanks

 --

 Harweda Coe

 Computer Services Manager

 Forsyth County Public Library

 660 W. Fifth Street

 Winston-Salem, North Carolina 27101

 336-703-3008 office

 336-829-1048 cell




  --
 Lise Keppler
 Forsyth County Public Library
  660 W 5th St
 Winston Salem NC 27101
 336-703-3070





-- 
Lise Keppler
Forsyth County Public Library
660 W 5th St
Winston Salem NC 27101
336-703-3070