Re: [OPEN-ILS-GENERAL] Inventory Item
Several of our libraries have run inventory using the procedure we came up with: http://docs.sitka.bclibraries.ca/Sitka/current/html/inventory.html I can send more details about the report templates we have set up if anyone is interested. Jennifer Quoting Hardy, Elaine eha...@georgialibraries.org: PINES a number of years ago explored development of an inventory function in Evergreen; however, our development funding was cut so that we were unable to pursue it. We have not revisited the requirements. We did develop a now dated document on using existing functionality to inventory. I have attached the pdf. I have not reviewed it in a few years. Elaine J. Elaine Hardy PINES Collaborative Projects Manager Georgia Public Library Service 1800 Century Place, Ste 150 Atlanta, Ga. 30345-4304 404.235.7128 404.235.7201, fax eha...@georgialibraries.org www.georgialibraries.org www.georgialibraries.org/pines From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Scott Thomas Sent: Wednesday, July 29, 2015 12:35 PM To: open-ils-general@list.georgialibraries.org Subject: [OPEN-ILS-GENERAL] Inventory Item We have been with EG for four months, and this is the first time this has come up: there does not appear to be an Inventory Item function (at least in 2.6.3). I am not finding a Date Inventoried field in the item record nor can I locate a way to inventory an item. Am I missing something obvious? If not, how do Evergreen libraries inventory their collections? Thank you, Scott Scott Thomas, MLS Head of Information Technologies and Technical Services Scranton Public Library Lackawanna County Library System 2006 N. Main Ave. Scranton, PA 18508 Ph: 570-207-2379 Fx: 570-348-3020 Email: mailto:sc...@albright.org sc...@albright.org -- Jennifer Pringle Co-op Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jprin...@sitka.bclibraries.ca Website: http://bc.libraries.coop
Re: [OPEN-ILS-GENERAL] Feedback requested on patron editor in web client
Hi Kathy, We think this looks great and are glad to see the display options accessible. We have multiple libraries that use that functionality on a regular basis. Thanks! Jennifer Quoting Kathy Lussier kluss...@masslnc.org: Hi all, Thanks to everyone on the feedback you provided for the patron editor. I've created a mock-up based on the feedback - http://www.screencast.com/t/4lcqzkcxedgN. The idea is that all of the elements above the Patron Edit heading in this interface would remain fixed to the top of the interface. This mock-up displays the edit view of the registration/edit form. The tabs that bring you to the different areas of the patron record (check out, items out, holds, etc.) would be fixed as well, which fits in with the easy access we have to those buttons in the existing client. Although people didn't think it was necessary to keep the display options accessible at all times, I put those in the fixed area primarily because it made the best use of the space available. Let me know if you have any feedback on this mock-up! Kathy On 07/10/2015 02:21 PM, Jason Etheridge wrote: For what it's worth, I've seen mobile web pages that use floating top and bottom bars to good effect. -- Kathy Lussier Project Coordinator Massachusetts Library Network Cooperative (508) 343-0128 kluss...@masslnc.org Twitter: http://www.twitter.com/kmlussier -- Jennifer Pringle Co-op Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jprin...@sitka.bclibraries.ca Website: http://bc.libraries.coop
Re: [OPEN-ILS-GENERAL] Patron guides to the OPAC
Hello Jennifer, We use the OPAC chapter of our manual for our patrons - http://docs.sitka.bclibraries.ca/Sitka/current/html/opac.html It's currently for 2.6 but we'll be updating it to 2.8 on July 13th when our upgrade is complete. Hope that helps, Jennifer Quoting Walz, Jennifer jlw...@asbury.edu: All - Before I try searching the vast web and coming up empty, I was wondering if anyone has created OPAC user guides for Evergreen for your location? It would be great to look at some examples before I plunge into creating my own from scratch. We have one for our former online catalog if you want to see what I am talking about: https://drive.google.com/file/d/0By-INd8BEwy-S010d3I5Zl9wTU0/view?usp=sharing I'd be grateful if there were others to look at. Anyone have specific guides for the my account feature? Thanks so much! Jennifer -- Jennifer Walz, MLS - Head of Research Distance Services Kinlaw Library -nbsp; Asbury University One Macklem Drive, Wilmore, KY 40390 859-858-3511 ext. 2269 jlw...@asbury.edu -- Jennifer Pringle Co-op Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jprin...@sitka.bclibraries.ca Website: http://bc.libraries.coop
Re: [OPEN-ILS-GENERAL] Bug Squashing Day
Still works for me. Jennifer Quoting Kathy Lussier kluss...@masslnc.org: Hi all, Ack! I closed the Doodle poll last month and set this Monday, March 2 as the date for our next Bug Squashing Day. However, it looks like I failed to communicate the date with the rest of the community beyond adding it to the community calendar. I would still like to see if we can get a group together to work on bugs on March 2. Does that day still work for everyone who responded to the poll? Thanks and apologies for the oversight! I'm blaming it on the snow. Kathy On 01/21/2015 02:44 PM, Kathy Lussier wrote: My apologies. The link for the Bug Squashing scheduling poll should be http://doodle.com/umc27afh7akqczft. That's what I get for working on two Doodle polls at the same time. Kathy On 01/21/2015 02:35 PM, Kathy Lussier wrote: Hi all, I'm sending out a reminder to let us know what your availability is to participate in our next community Bug Squashing Day. http://doodle.com/xwu55tseci3mf34e I'll be closing the Doodle poll at the end of the day tomorrow. Kathy On 01/16/2015 11:56 AM, Kathy Lussier wrote: Hi all, It's hard to believe, but it's already time to schedule another Bug Squashing Day. We're scheduling the next Bug Squashing Day to fall after the 2.8 beta release, but before the RC1 release. The closer we can schedule it to the beta release, the better. Please let us know when you're available! http://doodle.com/umc27afh7akqczft Kathy -- Kathy Lussier Project Coordinator Massachusetts Library Network Cooperative (508) 343-0128 kluss...@masslnc.org Twitter: http://www.twitter.com/kmlussier -- Jennifer Pringle Co-op Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jprin...@sitka.bclibraries.ca Website: http://bc.libraries.coop
Re: [OPEN-ILS-GENERAL] Patron Record problem with 2.6.1
Hello Don, Based on your screenshots and description it sounds like your users don't have working locations assigned (Staff Patron Record - Other - User Permission Editor). I don't know why this would have changed with your upgrade but would definitely check this just in case if you haven't already. Jennifer Quoting Donald Butterworth don.butterwo...@asburyseminary.edu: Colleagues, Ever since upgrading to 2.6.1 we have been unable to add or edit patron records. Edit example: [Search for a patron by name] Enter Name [Search] Highlight patron [Retrieve Patron] [Edit] Screen does not populate to allow editing of any field. Ditto Register Patron: [Register Patron] Screen does not populate to allow editing of any field. Is this a bug? If not can someone tell us what we are doing wrong? Don -- Don Butterworth Faculty Associate / Librarian III B.L. Fisher Library Asbury Theological Seminary don.butterwo...@asburyseminary.edu (859) 858-2227 -- Jennifer Pringle Sitka Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jprin...@sitka.bclibraries.ca Website: http://bc.libraries.coop
Re: [OPEN-ILS-GENERAL] FW: Report Request
Good morning, I've attached two screenshots to go along with Sue's example report which should allow you to re-create the report on your end. Let me know if you have any questions, Jennifer Quoting Morin, Suzanne smo...@cotr.bc.ca: Good morning, See below, example of the report we are using at College of the Rockies Library. We are currently using Evergreen v. 2.6.0 Hope you find this helpful. Best regards, Sue Morin COTR Library Technician College of the Rockies Library 2700 College Way, Box 8500 Cranbrook, BC V1C 5L7 Phone: 250-489-2751 x3501 Toll free: 877-489-2687 x3501 Fax: 250-489-8256 From: Newton, Cortney Sent: Wednesday, October 29, 2014 9:40 AM To: Morin, Suzanne Subject: RE: [OPEN-ILS-GENERAL] Report Request [cid:image001.png@01CFF35C.3F465B30] From: Morin, Suzanne Sent: Wednesday, October 29, 2014 8:51 AM To: Newton, Cortney Subject: FW: [OPEN-ILS-GENERAL] Report Request Hi Cortney, See email below, are you able to help with the report they are asking for? Sue From: open-ils-general-boun...@list.georgialibraries.orgmailto:open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Thad Horner Sent: Wednesday, October 29, 2014 5:58 AM To: open-ils-general@list.georgialibraries.orgmailto:open-ils-general@list.georgialibraries.org Subject: [OPEN-ILS-GENERAL] Report Request We would like a snapshot/overview report of acquisition activities by budget year. It should include, at least, the following columns: Fund code | Budgeted | Available | Encumbered | Paid | Does anyone have a template that they can share? Rev. Thad Horner Digital Librarian/ Faculty Associate Asbury Theological Seminary 859-858-2240 [http://lgimages.s3.amazonaws.com/data/groups/2220/new-banner.jpg] -- Jennifer Pringle Sitka Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jprin...@sitka.bclibraries.ca Website: http://bc.libraries.coop
[OPEN-ILS-GENERAL] Acquisitions Interest Group at the Evergreen Conference
Hello all, The Acquisitions Interest Group will be meeting at 9:45am on Friday, March 21st, during the Evergreen 2014 Conference. Everyone is welcome to attend! Potential topics include: - workflows and best practices - existing bugs - future development - documentation of acquisitions Please let me know if there are other topics you would like to see covered. Jennifer -- Jennifer Pringle Sitka Support BC Libraries Cooperative Email:jprin...@sitka.bclibraries.ca
Re: [OPEN-ILS-GENERAL] Printing Acq worksheets to variety of printers
Hello Kathleen, The worksheet is an action trigger called Lineitem Worksheet (Admin - Local Administration - Notifications/Action Triggers). If you double click on that line (not on the name) you can see and edit the template being used. If you wanted to have different templates for different libraries you would need to multiple Lineitem Worksheet action triggers owned by the appropriate library. Our libraries currently all print their worksheets to printers with 8.5x11 paper but we would love to hear if anyone has a worksheet template that works well with receipt printers. I am not aware of any way currently to have worksheets print automatically (as of 2.4) but our libraries would like to be able to print worksheets automatically as part of receiving items on an invoice in the future. Hope that helps, Jennifer -- Jennifer Pringle Sitka Support BC Libraries Cooperative Email:jprin...@sitka.bclibraries.ca Quoting Smith, Kathleen kathleen.sm...@sjvls.org: Is anyone printing worksheets in acquisitions to more than one type of printer? We have one lib system that uses receipt printers for worksheets and another system uses standard laser printers with 8.5x11 paper. A 2012 post mentions the ability to alter the worksheet template, but I can't tell if it's like a receipt template which is set at the workstation level. (http://www.mail-archive.com/open-ils-general@list.georgialibraries.org/msg06270.html) Also, is there a setting to make worksheets print automatically? Thanks. Kathleen Smith, Associate Systems Librarian San Joaquin Valley Library System 2420 Mariposa Street, Fresno, CA 93721 kathleen.sm...@sjvls.org 559-600-6256
Re: [OPEN-ILS-GENERAL] Acquisitions - Prepayment
Hello Dee, At this point (based on 2.4) the prepayment option is strictly informational. If the box is checked it is indicated on the purchase order in red. For your workflow I would suggest creating a dummy fund, maybe using the vendor name for the fund name, and use that fund to pay for all items ordered from that vendor. You don't even need to put money into the fund, just make sure there is no Balance Stop Percentage entered. When creating the purchase orders use the dummy fund for all line items and have default prices that staff enter. (The amount entered into estimated price is the amount that gets entered in the price field in the copy editor so you may want to have different defaults for different types of items.) This way the purchase orders can be activated and the items will appear in the catalogue and can be received. For invoicing I would suggest you create one invoice for the vendor at the beginning of the year and have staff link the purchase orders/line items to that invoice throughout the year. At the end of the year you have the option of entering and saving the invoice with the default prices or going through the invoice and entering the correct amounts for every item. It all depends on how important having the amounts accurate are to the library and in this case it sounds like that is less important to the library than the other acquisitions functionality. (If you do plan to go through and enter the correct amounts on the invoice I would recommend allocating the large dollar amount to the fund either at the beginning or end of the year, depending on when it is paid to the vendor.) Through the reporter the library would be able to pull out information such as how many items were purchased from the vendor. Hope this is helpful, Jennifer -- Jennifer Pringle Sitka Support BC Libraries Cooperative Email:jprin...@sitka.bclibraries.ca Quoting Nolan, Delores K delores.no...@mnsu.edu: I have a couple of questions regarding the Prepayment option on the Evergreen purchase order and some workflow questions in relation to that. First of all, does the prepayment option currently have any functionality behind it, or is it strictly informational? How would other libraries handle the workflow for this scenario? A library pays a large dollar amount to a vendor annually. The library orders books monthly from the vendor. The library wants to be able to keep track of what books they order, but they do not need to know the individual cost of each book. At the end of the year they do want to know how many books they ordered from that vendor. An invoice could be created and paid the beginning of the year for the annual cost. Selection lists and purchase orders could be created each month, but it does not seem possible to activate a purchase order without a price or fund applied to the line item. Basically the library wants to create the PO and add the bibs to the catalog so that the order status is available to the public. They also want to track the receiving and processing of the books. The annual invoice could be linked to several different purchase orders throughout the year, correct? Any thoughts on how to handle the purchase order piece in this situation? How can the library use the function of the purchase order without adding pricing or funds? Thanks Dee Dee Nolan User Support and Training Specialist PALS A Program of the Minnesota State Colleges and Universities Minnesota State University, Mankato 3022 Memorial Library Mankato, MN 56001 Phone 507.389.2000 Fax 507.389.5488 dno...@mnsu.edumailto:dno...@mnsu.edu
Re: [OPEN-ILS-GENERAL] ***SPAM*** RE: ***SPAM*** fund summaries from invoices
Hi Robert, When you print your invoice in Evergreen at the bottom of the invoice it lists each fund that is used with the total spent on the invoice for the fund. Is this what you are looking for? As well, I suspect you can create a report in the reports interface where you list the totals spent for each fund for a specific invoice. (I haven't put together such a report myself.) Jennifer -- Jennifer Pringle Sitka Support Email:jprin...@sitka.bclibraries.ca Quoting Grace Dunbar gdun...@esilibrary.com: That's a pretty big leap to say the comment was an intent to derail the request for information. I think Lebbeous was simply trying to discourage sharing screenshots of proprietary software. If this can't be done in Evergreen today and someone were to develop it based on the screenshot provided, it could potentially lead to problems. We all just want to err on the side of caution when it comes to these matters. -Grace On Fri, Jul 12, 2013 at 11:54 AM, Jim Taylor jtay...@jtdata.com wrote: I think the question was simply what it was...is there a way to create a similar summary?I don't believe it was a plea for someone to turn Evergreen into Symphony. Would seem like useful information no matter what ILS one was using and, while also not being a lawyer, it would seem difficult for someone to argue that only they are allowed to produce a report which tells someone how much and from which budget lines they are spending their money. ** ** Guess I'm sticking my nose into someone else's discussion but seemed like an unfair accusation against Mr. Meeks and one likely to derail his request for information. ** ** Jim ** ** *From:* open-ils-general-boun...@list.georgialibraries.org [mailto: open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Lebbeous Fogle-Weekley *Sent:* Friday, July 12, 2013 10:01 AM *To:* Evergreen Discussion Group *Subject:* Re: [OPEN-ILS-GENERAL] ***SPAM*** fund summaries from invoices* *** ** ** Hi Robert, ** ** I am not a lawyer, but I do have a vague idea that Evergreen development can't just mimic proprietary ILSes without running into potential legal trouble. Nobody here is trying to produce a clone of Symphony or anything else; even setting aside legal concerns, that's just not a goal of the Evergreen project. ** ** That said, if you would be open to discussing your workflows and needs in a somewhat more abstract form, I do hope you find that the mailing list and the IRC channel[1] will help lead you down any of these paths: ** ** - Finding alternative workflows that libraries already using Evergreen can recommend to accomplish your essential goals - Finding volunteer effort to develop new features - Finding vendors who can develop the features you want for Evergreen, ideally blending your requirements harmoniously with those of libraries in a similar position ** ** Thanks, ** ** Lebbeous ** ** [1] See http://www.open-ils.org/irc.php ** ** On Fri, Jul 12, 2013 at 10:25 AM, Robert Meeks robert.me...@asburyseminary.edu wrote: Hi all - another question as I continue to nail down my acquisitions workflows. ** ** When I finish with an invoice and successfully pay everything in Evergreen, I need to be able to create some kind of summary that displays how much money is coming out of which funds in an invoice. This is crucial to our payment process, as I send copies of the invoice to be paid and this summary to my business office, who then cuts the check to our vendors. The attached screenshot is the summary I used to be able to get from Symphony when I paid an invoice. Is it possible to create such a summary after finishing with an invoice in Evergreen? ** ** * Robert Meeks* *Acquisitions Specialist - BL Fisher Library* Asbury Theological Seminary 204 N. Lexington Ave. Wilmore, KY 40390 p: 859.858.2397 ** ** ** ** ** ** ** ** -- Lebbeous Fogle-Weekley | Software Developer | Equinox Software, Inc. / The Open Source Experts | phone: 1-877-OPEN-ILS (673-6457) | email: lebbe...@esilibrary.com | web: http://www.esilibrary.com -- Grace Dunbar, Vice President Equinox Software, Inc. - The Open Source Experts gdun...@esilibrary.com 1-877-OPEN-ILSwww.esilibrary.com -- Jennifer Pringle Sitka Support Email:jprin...@sitka.bclibraries.ca
Re: [OPEN-ILS-GENERAL] encumbering a purchase not in the catalog
Hi Elaine, If I am understanding your question correctly this bug is exactly what you are looking for: https://bugs.launchpad.net/evergreen/+bug/833820 There are currently two ways to work around this in 2.2 and 2.4 (and probably 2.3 as well): 1. Set up a OPAC-invisible shelving/copy location and use it for these line items. The items won't display to your public and you can then delete the items and MARC records from the catalogue as needed when you catalogue the items when they arrive. 2.Create a new purchase order and add the items as charges rather than line items. You will need this fix in order to activate the PO with only charges on it: https://bugs.launchpad.net/evergreen/+bug/1177916 The complication with this option is that you cannot currently select charges from a purchase order and add them to a specific invoice. To create an invoice for the charges (and un-encumber the funds) you must create an invoice from the entire purchase order. Hope this helps, Jennifer -- Jennifer Pringle Sitka Support Email:jprin...@sitka.bclibraries.ca Quoting Elaine Andersen anders...@santacruzpl.org: I'm not exactly sure how to phrase this -- But, is it possible to enter an encumbrance in Acquisitions, when we are purchasing something that will not be in the catalog -- One example, when we are purchasing some books that will be part of kits, and we do not want the books to show, as the title that was purchased -- Thank you -- Elaine Andersen
