[OPEN-ILS-GENERAL] Scannable barcode font in web client receipts
Good morning, Is anybody using scannable barcodes in receipts in the web client? I had been using them in the past (XUL client) but after upgrading to the web client, creating new receipt templates did not seem to work. Currently running 3.4. There is interest in scannable barcodes to streamline contactless pick up services. Thanks! Lindsay *Lindsay Stratton* *Systems Librarian* Westchester Library System 570 Taxter Rd., 4th Floor Elmsford, NY 10523 lstrat...@wlsmail.org
[OPEN-ILS-GENERAL] New "items follow patrons" hold selection order
Good afternoon, The Westchester County Library System recently contracted to have a new Best-Hold Selection Sort Order developed, in which items owned by a patron's home library will fill the patron's hold first, overriding pickup library. This may or may not be of interest to other libraries, but if it is, the Launchpad report is here: https://bugs.launchpad.net/evergreen/+bug/1869794 Take care and be well! Regards, Lindsay *Lindsay Stratton* *Systems Librarian* Westchester Library System 570 Taxter Rd., 4th Floor Elmsford, NY 10523 lstrat...@wlsmail.org
Re: [OPEN-ILS-GENERAL] Preferred Name on Notices
Has anybody configured their hold slips to print a hold alias if one is
present, or else a preferred name if present, or the primary name if that's the
only name present?
I have managed preferred or primary, and can get an alias to print in addition
to preferred or primary names, but I'm stuck trying to get alias or
preferred/primary.
Lindsay
Lindsay Stratton
Library Automation Services Manager
Pioneer Library System
2557 State Rte 21
Canandaigua, NY 14424
> From: "Benjamin Kalish"
> To: "Evergreen Discussion Group"
> Sent: Saturday, September 21, 2019 10:46:32 AM
> Subject: Re: [OPEN-ILS-GENERAL] Preferred Name on Notices
> I have found it helpful to add something like {{patronName =
> (patron.pref_family_name || patron.family_name) + ", " +
> (patron.pref_first_given_name || patron.first_given_name); "";}} to the top of
> my print templates. Then I can just use {{patronName}} to get the comma
> inverted name, taking preferred names into account, wherever I need it in my
> template.
> Benjamin Kalish
> Forbes Library / 413-587-1012 / [ mailto:bkal...@forbeslibrary.org |
> bkal...@forbeslibrary.org ]
> Support Forbes Library:
>* Consider [ http://www.forbeslibrary.org/giving | giving a gift ] to
> Forbes
> Library
>* Vote for the Friends of Forbes in the [
> https://www.florencebank.com/vote |
> Florence Bank Community Grant Program ] .
> *
> * [ https://forbeslibrary.org/friends/ | Join the Friends the Forbes
> today ] !
> Currently reading: The Indian Clerk by David Leavitt
> Just Finished: The Tombs of Atuan by Ursula K. Le Guin
> For information about accessibility at the library, please see: [
> http://forbeslibrary.org/accessibility/ |
> http://forbeslibrary.org/accessibility/ ]
> On Mon, Sep 9, 2019 at 2:24 PM Terran McCanna < [
> mailto:tmcca...@georgialibraries.org | tmcca...@georgialibraries.org ] >
> wrote:
>> This is what we're using in PINES (we moved the name to the top in a large
>> font):
>> > ng-if="patron.pref_family_name">{{patron.pref_family_name}}> ng-if="!patron.pref_family_name">{{patron.family_name}},
>> > ng-if="patron.pref_first_given_name">{{patron.pref_first_given_name}}> ng-if="!patron.pref_first_given_name">{{patron.first_given_name}}
>> > ng-if="patron.pref_second_given_name">{{patron.pref_second_given_name}}> ng-if="!patron.pref_second_given_name">{{patron.second_given_name}}
>> Terran McCanna, PINES Program Manager
>> Georgia Public Library Service | University System of Georgia
>> 2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341
>> (404) 235-7138 | [ mailto:tmcca...@georgialibraries.org |
>> tmcca...@georgialibraries.org ]
>> [ http://help.georgialibraries.org/ | http://help.georgialibraries.org ] | [
>> mailto:h...@help.georgialibraries.org | h...@help.georgialibraries.org ]
>> [ https://www.facebook.com/georgialibraries ] [
>> https://www.twitter.com/georgialibs ]
>> [ http://georgialibraries.org/ | Join our email list ] for stories of Georgia
>> libraries making an impact in our communities.
>> On Thu, Aug 29, 2019 at 12:58 PM Kean XL < [ mailto:kea...@ivpl.org |
>> kea...@ivpl.org ] > wrote:
>>> I think I finally got this. Please correct if I'm wrong...
>>> Here's our full current hold slip template
>>> -->
>>>
>>>
>>>
>>> {{hold.shelf_expire_time | date:'M/d'}}
>>>
>>> {{patron.family_name}}
>>> {{patron.pref_family_name}}
>>>
>>>
>>>
>>> {{patron.first_given_name}}
>>>
>>> {{patron.pref_first_given_name}}
>>>
>>> Notify by Phone:
>>> {{hold.phone_notify}}
>>> >> "hold.phone_notify">Daytime Phone: {{patron.day_phone}}
>>>
>>>
>>>
>>>
>>>
>>>
>>>
>>>
>>> Route to the Private Hold Shelf.
>>>
>>>
>>> Route to the Hold Shelf.
>>>
>>>
>>>
>>> Hold Shelf Expire Date: {{hold.shelf_expire_time | date:'M/d/'}}
>>> Item Barcode: {{copy.barcode}}
>>> Title: {{title}}
>>> Call Number: {{call_number.prefix}} {{call_number.label}}
>>> {{call_number.suffix}}
>>>
>>>
>>> Hold for patron: {{patron.family_name}},
>>> {{patron.first_given_name}}
>>> Notify by phone: {{hold.phone_notify}}
>>> Notify by text: {{hold.sms_notify}}
>>> Notify by email:
>>> {{patron.email}}
>>> Daytime
Re: [OPEN-ILS-GENERAL] Bibframe
Pioneer would LOVE to see more discussion of Bibframe integration in Evergreen. A couple of us here have tossed around the idea of seeing what we could do ourselves, but never seem to have the time or discipline to be more focused. But we think improving discoverability of our resources outside of our catalog is/will be/should be a growing concern. And we would LOVE to see an open source alternative to OCLC Cataloging/WorldCat Discovery. Lindsay Lindsay Stratton Library Automation Services Manager Pioneer Library System 2557 State Rte 21 Canandaigua, NY 14424 > From: "Murphy, Benjamin" > To: "Evergreen Discussion Group" > Sent: Friday, August 16, 2019 9:50:34 AM > Subject: [OPEN-ILS-GENERAL] Bibframe > I was talking to a library that is considering joining our consortium and they > asked a question about Bibframe that I couldn’t find an answer to: > “Has Evergreen given any hints when they will come up with a cataloging > product > that will provide compatibility with the new Bibframe metadata format?” > I searched the EG site, Launchpad, etc. and only came up with this: [ > https://bugs.launchpad.net/evergreen/+bug/1089953 | > https://bugs.launchpad.net/evergreen/+bug/1089953 ] > What say ye? > Benjamin > Benjamin Murphy > NC Cardinal Program Manager > NC Dept. of Natural and Cultural Resources > 919.814.6797 | [ mailto:benjamin.mur...@ncdcr.gov | benjamin.mur...@ncdcr.gov > ] > [ https://statelibrary.ncdcr.gov/ld/nc-cardinal | > https://statelibrary.ncdcr.gov/ld/nc-cardinal ] > 109 East Jones Street | 4640 Mail Service Center > Raleigh, North Carolina 27699-4600 > Email correspondence to and from this address is subject to the North Carolina > Public Records Law and may be disclosed to third parties.
Re: [OPEN-ILS-GENERAL] Check Out Print Template
The problem is, apparently, that the juvenile field isn't available to the checkout receipt. I successfully used the last family_name field (which is available) and it printed for my "Nybody" test user, but not for me, "Stratton". Attempting "patron.juvenile == '[any variation on false]'" did not work. Also an issue - using the ngIf form (as found in Angular documentation), vs the ng-if form (as used in EG templates). If ngIf is used, the block displays in the preview and prints regardless of the if condition. Using ng-if, the block does not display in the template preview, but prints according to the condition. Enter our raffle! Name:__ Contact: Drawing on Tuesday, June 4 This is a fun idea, and useful for a lot of things... I'm now wondering if there could be a way to use the slip or a tear-off block as a way to track books for summer reading Lindsay Stratton Library Automation Services Manager Pioneer Library System 2557 State Rte 21 Canandaigua, NY 14424 > From: "Elizabeth Davis" > To: "Evergreen Discussion Group" > Sent: Thursday, May 23, 2019 10:07:29 AM > Subject: [OPEN-ILS-GENERAL] Check Out Print Template > Hello > Has anyone tried to use the ngIF directives in a Check Out Print Template? I > want to print a raffle entry form at the bottom of check out receipts, but > only > if the juvenile flag is false. > Any ideas or suggestions to test? > Thanks, > Elizabeth Davis > Head of Digital Services > Scranton Public Library > 500 Vine Street > Scranton, PA 18509 > 570-348-3000 ext. 3050 > eda...@albright.org > pronouns: she/her/hers
Re: [OPEN-ILS-GENERAL] Printing barcode fonts in web client
Hi Lynn,
Thanks for the feedback!
As it happens, I think my computer/version of Evergreen
(3.0.13)/Chrome/something else seems to be VERY PICKY about the barcode font.
For what it's worth, I ended up using "Free 3 of 9 Extended" (I tried three
other barcode fonts to no avail...) and increasing the font size. My final,
working result is: *{{patron.card.barcode}}*
Lindsay Stratton
Library Automation Services Manager
Pioneer Library System
2557 State Rte 21
Canandaigua, NY 14424
From: "Lynn Floyd"
To: "Evergreen Discussion Group"
Sent: Tuesday, January 8, 2019 5:08:06 PM
Subject: Re: [OPEN-ILS-GENERAL] Printing barcode fonts in web client
BQ_BEGIN
The problem with the code as you have it written, the word “Barcode:” would
also be in the Codabar font.
Also, most barcodes have to have a start and stop digit. In the example below
you will see the “B” and “D”. This tells the scanner the start and stop of the
barcode.
I have tried this on my computer with a different barcode font, and it works
great. But, remember the barcode font needs to be loaded on each computer that
will use this receipt.
Barcode: B{{patron.card.barcode}}D
Lynn Floyd
[ mailto:lfl...@andersonlibrary.org | lfl...@andersonlibrary.org ]
Anderson County Library
Anderson, SC
From: Open-ils-general On
Behalf Of Lindsay Stratton
Sent: Tuesday, January 08, 2019 4:13 PM
To: Evergreen Discussion Group
Subject: [OPEN-ILS-GENERAL] Printing barcode fonts in web client
In the desktop client it was possible to print receipts with scannable barcode
fonts. I've tried using basically the same string in the web client with the
CodabarLarge font installed, but no luck. String: "Barcode: {{patron.card.barcode}}"
Am I missing something, or is this not supported in the web client?
Lindsay Stratton
Library Automation Services Manager
Pioneer Library System
2557 State Rte 21
Canandaigua, NY 14424
Lynn Floyd
Head of Information Technology
Anderson County Library
Anderson, SC
lfl...@andersonlibrary.org
BQ_END
[OPEN-ILS-GENERAL] Printing barcode fonts in web client
In the desktop client it was possible to print receipts with scannable barcode
fonts. I've tried using basically the same string in the web client with the
CodabarLarge font installed, but no luck. String: " Barcode: {{patron.card.barcode}}"
Am I missing something, or is this not supported in the web client?
Lindsay Stratton
Library Automation Services Manager
Pioneer Library System
2557 State Rte 21
Canandaigua, NY 14424
Re: [OPEN-ILS-GENERAL] Evergreen libraries using/testing Syndetics Unbound?
We are currently testing Syndetics Unbound, and probably going to go live with it Jan 2019. Implementation was no problem, our current test is pretty much out of the box. We will probably tweak the display a bit eventually. Here's a link to - [ http://evergreendev.owwl.org/eg/opac/record/440908 | http://evergreendev.owwl.org/eg/opac/record/440908 ] . Syndetics Unbound content under Summaries & More, Novelist content under Reviews, Series & Suggested Reads. We have not noticed any issues with cover images, and were pleased to find Unbound now gives a nice "no cover image" image. Lindsay Stratton Library Automation Services Manager Pioneer Library System 2557 State Rte 21 Canandaigua, NY 14424 585-394-8260 x104 > From: "Jessica Woolford" > To: "Evergreen Discussion Group" > Sent: Wednesday, July 11, 2018 1:21:43 PM > Subject: Re: [OPEN-ILS-GENERAL] Evergreen libraries using/testing Syndetics > Unbound? > Thanks, Terran! This looks good! > On Wed, Jul 11, 2018 at 12:57 PM, Terran McCanna < [ > mailto:tmcca...@georgialibraries.org | tmcca...@georgialibraries.org ] > > wrote: >> FYI, until Syndetics Unbound works with Evergreen and we move to that, I >> decided >> to workaround the problems we were encountering with the display of Syndetics >> Classic content by modifying the tt2 files. I've changed the display to an >> in-screen modal pop-up that shows all the available Syndetics content >> (whether >> or not the perlmod looks for it). It's not perfect, but it uses Syndetics' >> own >> provided layout rather than trying to pull in the content they provide as >> plain >> text, and doesn't rely on doing lookups for every possible type of review. >> You can see how it works at [ >> http://gapines.org/eg/opac/record/2158551?locg=1 | >> http://gapines.org/eg/opac/record/2158551?locg=1 ] (click on the "See >> Summary, >> Reviews, and More from Syndetics" button towards the bottom of the page below >> the NoveList added content). >> And the code is here if anyone else wants to do something like it (or improve >> upon it) as a local customization: >> [ >> http://git.evergreen-ils.org/?p=evergreen/pines.git;a=commit;h=aa4422c78bec5fce371ef5db4ab552be3d1498d0 >> | >> http://git.evergreen-ils.org/?p=evergreen/pines.git;a=commit;h=aa4422c78bec5fce371ef5db4ab552be3d1498d0 >> ] >> Note that my change exposes the library-specific Syndetics id in the URL, >> but I >> talked with Syndetics about it and reviewed their documentation and that's >> exactly what they expect to happen, so it's not an issue as far as they are >> concerned. >> I had originally tried modifying the Perl code to just do a single Syndetics >> call to check for summary data rather than doing multiple calls for all >> different types of data, but I was encountering problems with it giving me >> false negatives (saying there wasn't data when there was) and triggering the >> code that temporarily disable added content lookups and finally decided I had >> better things to do with my time than argue with old code, especially since I >> assume it will all need to be rewritten to accommodate Syndetics Unbound in >> the >> not too distant future anyway. >> Terran McCanna >> PINES Program Manager >> Georgia Public Library Service >> [ >> https://maps.google.com/?q=1800+Century+Place,+Suite+150++Atlanta,+GA+30345=gmail=g >> | 1800 Century Place, Suite 150 ] >> [ >> https://maps.google.com/?q=1800+Century+Place,+Suite+150++Atlanta,+GA+30345=gmail=g >> | Atlanta, GA 30345 ] >> 404-235-7138 >> [ mailto:tmcca...@georgialibraries.org | tmcca...@georgialibraries.org ] >> On Thu, Mar 29, 2018 at 11:31 AM, Lindsay Stratton < [ >> mailto:lstrat...@pls-net.org | lstrat...@pls-net.org ] > wrote: >>> Well, at least their sales message is consistent! >>> FWIW, because maybe they use the same title for their mock-up?, this is a >>> link >>> to our current catalog for Raven Boys - [ >>> http://evergreen.owwl.org/eg/opac/record/442294 | >>> http://evergreen.owwl.org/eg/opac/record/442294 ] . >>> The Syndetics Classic content we subscribe to displays under the "Summaries >>> and >>> more" tab. It's OK, but not as nice as the fancy Unbound stuff. Although I >>> do >>> notice that we, although we are apparently paying for it, do not have the >>> Professional Reviews... I wonder if that is related to the display issues >>> Terran found. >>> Our Novelist content displays under the "Reviews, Series & Suggest
Re: [OPEN-ILS-GENERAL] Evergreen libraries using/testing Syndetics Unbound?
Well, at least their sales message is consistent! FWIW, because maybe they use the same title for their mock-up?, this is a link to our current catalog for Raven Boys - http://evergreen.owwl.org/eg/opac/record/442294. The Syndetics Classic content we subscribe to displays under the "Summaries and more" tab. It's OK, but not as nice as the fancy Unbound stuff. Although I do notice that we, although we are apparently paying for it, do not have the Professional Reviews... I wonder if that is related to the display issues Terran found. Our Novelist content displays under the "Reviews, Series & Suggest Reads" tab. We are kind of assuming that Unbound content would function similarly. Our main concern is the configuration and display of cover images. We are using the Syndetics Classic API to manage that, and worry that the way Evergreen processes cover images will not play nicely with whatever process Unbound uses. Lindsay Lindsay Stratton Library Automation Services Manager Pioneer Library System 2557 State Rte 21 Canandaigua, NY 14424 585-394-8260 x104
[OPEN-ILS-GENERAL] Evergreen libraries using/testing Syndetics Unbound?
Good morning every one, Are any libraries using Syndetics new service, Unbound? According to our rep, no Evergreen site is "LIVE" (his caps), which maybe means somebody is testing it? Thanks! Lindsay Lindsay Stratton Library Automation Services Manager Pioneer Library System 2557 State Rte 21 Canandaigua, NY 14424 585-394-8260 x104
[OPEN-ILS-GENERAL] Patron online self registration for immediate use accounts
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
Re: [OPEN-ILS-GENERAL] Method for collection inventory
This is a little late, but here in Pioneer we set up each library with a "LIB Inventory" user account which is used for the sole purpose of scanning on shelf items in checkin. Staff scan the on shelf materials in a section, then run an inventory report which lists all items that should be in that location - on shelf and scanned or not - with copy status, create date, last circ date, edit date, last editor, system demand (holds). When the last edit date is the inventory date, and last editor is libinventory, then they know what's on shelf an what isn't, and can easily sort out the not inventoried records for further action. Our documentation: http://plum.pls-net.org/twiki/bin/view/Evergreen/InventoryProcess http://plum.pls-net.org/twiki/bin/view/Evergreen/InventoryByShelvingLocationReport Regards, Lindsay Stratton Library Automation Services Manager Pioneer Library System 2557 State Rte 21 Canandaigua, NY 14424 > From: "Thomsen, Elizabeth" <e...@noblenet.org> > To: "Evergreen Discussion Group" <open-ils-general@list.georgialibraries.org> > Sent: Thursday, July 14, 2016 10:19:41 AM > Subject: Re: [OPEN-ILS-GENERAL] Method for collection inventory > We'd really like an inventory date field in items, too. In the meantime, > libraries sometime create a local Statistical Category called Inventory with > values like Summer 2016, and update the field as part of the inventory > process. > It's not as specific or as easy to work with as a true date field, but it does > give you a way to track which items were handled as part of an inventory > project. > On Thu, Jul 14, 2016 at 9:42 AM, Elizabeth Davis < eda...@albright.org > > wrote: >> Hello, >> Thank you both for your comments. I would love to see some more development >> in >> this area. We’d love to be able to have a field that held that date so we >> could >> keep track of when we inventoried an area. >> Elizabeth >> From: Open-ils-general [mailto: >> open-ils-general-boun...@list.georgialibraries.org ] On Behalf Of Rogan Hamby >> Sent: Wednesday, July 13, 2016 2:25 PM >> To: Evergreen Discussion Group < open-ils-general@list.georgialibraries.org > >> Subject: Re: [OPEN-ILS-GENERAL] Method for collection inventory >> There are a lot of inventory related reports that are easier to do in sql >> than >> the reporter (if possible in the reporter at all) due to what they need. Many >> of these would also be good for weeding also and I've built them into the IDL >> in the past so that they could be more accessible to staff. >> Another thing inventory needs is a good way to batch upload and handle items >> conditionally. Right now the staff doing it through the item status screen is >> the best work around we have. Another process is to have staff feeding >> barcodes >> in batches to someone with sql access and they're passing reports back. That >> workflow can be more efficient but is also more convoluted from a "what >> humans >> have to keep track of" angle and it may not worth the gains so you're back to >> scanning things into the item status screen. Honestly, development is really >> needed for a proper inventory module*. >> There have been proposals floated around for better inventory support but >> they've so far lacked the critical momentum to get the funding gathered for >> it. >> * I hate calling functional areas in an ILS modules because that's a by >> product >> of commercial ILSes separating things out artificially for contractual >> purposes >> but it seems to have become a core part of library terminology. >> On Wed, Jul 13, 2016 at 12:28 PM, Thomas Berezansky < tsb...@mvlcstaff.org > >> wrote: >>> I know I could easily write a direct SQL query to show all non-deleted items >>> that don't have an in house use before an arbitrary date, in the past six >>> months, etc. I don't know if I could accomplish the same thing with the >>> Evergreen reports module, though, at least without adding to the IDL. >>> Thomas Berezansky >>> Assistant Network Administrator >>> Merrimack Valley Library Consortium >>> 4 High ST, Suite 175 >>> North Andover, MA 01845 >>> Phone: 978-557-8161 >>> -Original Message- >>> From: Open-ils-general [mailto: >>> open-ils-general-boun...@list.georgialibraries.org ] On Behalf Of Elizabeth >>> Davis >>> Sent: Wednesday, July 13, 2016 12:13 >>> To: Evergreen Discussion Group < open-ils-general@list.georgialibraries.org >>> > >>> Subject: Re: [OPEN-ILS-GENERAL] Method for collection in
Re: [OPEN-ILS-GENERAL] Book Club Kit Lending
Blake, Pioneer also does pretty much the same thing as Burlington. We individually catalog book discussion kits, with a list of all the component parts in the physical description/contents notes. Many kits include multiple formats/versions of the title, such audio and large print. The whole kit is checked out to one person, who distributes them to the group and is responsible for getting all the pieces back. We also use extended due dates (managed by a book discussion kit circ modifier and consortial circ rule). The book discussion kits are owned by, and housed at, the system office so we are not particularly worried about stats beyond that the kits are being used. The book discussion kits are holdable by patrons which is very convenient for them, and cuts down greatly on staff mediation, inconsistencies, and all around aggravation. FWIW, here's a couple examples of our records: http://evergreen.owwl.org/eg/opac/record/439881 http://evergreen.owwl.org/eg/opac/record/481131 They are also all searched by keyword = book discussion kit This process has been working for us really well, libraries and patrons love it. Best, Lindsay Lindsay Stratton Library Automation Services Manager Pioneer Library System 2557 State Rte 21 Canandaigua, NY 14424 585-394-8260 x104 > From: "Blake Henderson" <bl...@mobiusconsortium.org> > To: "Evergreen Discussion Group" <open-ils-general@list.georgialibraries.org> > Sent: Monday, December 7, 2015 5:44:53 PM > Subject: [OPEN-ILS-GENERAL] Book Club Kit Lending > 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
Re: [OPEN-ILS-GENERAL] Inventory Item
Pioneer uses a system similar to SITKA's, using reports, but we also create special inventory accounts. The inventory account - libinventory - is used to login to an EG session and then each item currently on the shelf in the inventory location is scanned in checkin. This changes both the Last Editor and the Last Edit Date for the inventoried items. (Here's a link to an example of the inventory report: http://plum.pls-net.org/twiki/bin/view/Evergreen/InventoryByShelvingLocationReport) The report can be run on demand, filtered by shelving location. It displays item status, item info, create date, circ date, edit date, last editor, holds on the bib, and copy notes, and includes ALL items that are, or should be, in that location. Once output to Excel, staff can easily sort out items inventoried, items in circ, items known to be lost/missing/bad status, and items that are actually missing from the shelf. The combination of last editor/last edit date allows staff to work on inventory without limiting patron access to that part of the collection, and without really worrying about scanning everything on shelf in a single session. Our libraries have reported that they like this process because it also helps them catch items that have other problems - such as bad status items on the shelf, items that don't have records at all, items still checked out to patrons; and on the fly weeding. We also have general shelf list reports (by shelving location and call number range) which can also be used for inventories, but are geared more specifically for collection development and weeding projects. Lindsay Stratton Library Automation Services Manager Pioneer Library System 2557 State Rte 21 Canandaigua, NY 14424 585-394-8260 x104 From: Scott Thomas sc...@albright.org To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org Sent: Thursday, July 30, 2015 8:40:55 AM Subject: Re: [OPEN-ILS-GENERAL] Inventory Item Thank you, everyone, for your insights. We don't use In Record In-House Use very often. Would this work as an ersatz inventory tool? Scott -Original Message- From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Hardy, Elaine Sent: Wednesday, July 29, 2015 1:27 PM To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org Subject: Re: [OPEN-ILS-GENERAL] Inventory Item If the item is checked in or out. The inventory date is set for any item scanned during an inventory process and would include items never checked out such as non-circulating collections and those items that are circulating but haven't checked out. It helps identify missing copies and other exceptions. You can fake an inventory date in Evergreen by checking in the items on the shelf all on one date, setting the active/last edit date and then allowing you to run reports for items not on the shelf and not checked out for that date. 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 -Original Message- From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Jason Stephenson Sent: Wednesday, July 29, 2015 1:21 PM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Inventory Item The active date is set the first time a copy is scanned for check in or check out. It sounds to me like the date that you want. Quoting Hardy, Elaine eha...@georgialibraries.org: Not exactly. The date inventoried is the date an item is confirmed to be in the library's collection, either on the shelf or out on loan. It is system set during an automated inventory and is separate from active or other system dates on an item 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 -Original Message- From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Jason Stephenson Sent: Wednesday, July 29, 2015 1:15 PM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Inventory Item If I understand the question correctly, the active_date on a copy should serve this purpose. This meant to be the date that the copy became live in the system. Quoting Scott Thomas sc...@albright.org: 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
Re: [OPEN-ILS-GENERAL] Hours of library open / close
Agree! There is a wishlist bug report in launchpad on the split open hours topic: https://bugs.launchpad.net/evergreen/+bug/1396764 I don't know if the ability to create seasonal/semester type open hour blocks should be a separate report or combined, but updating the existing wishlist report would help give this issue some attention. Lindsay Stratton Library Automation Services Manager Pioneer Library System 2557 State Rte 21 Canandaigua, NY 14424 585-394-8260 x104 From: McCanna, Terran tmcca...@georgialibraries.org To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org Sent: Monday, July 13, 2015 11:50:54 PM Subject: Re: [OPEN-ILS-GENERAL] Hours of library open / close We have a number of libraries that have unusual operating hour patterns that the current system doesn't accommodate. Some have seasonal differences, some are open every other Saturday, some are on a skeleton crew so are open some days in two shifts (4 hours in the morning, for hours in the evening, but closed for a couple of hours in the middle type of thing). On a related topic, if the operating hours were not part of the org unit settings, but were in a different area that we could allow the libraries to update (perhaps in the library settings editor, or in a different area entirely), it would be a lot easier to keep up to date. Now that the library pages with the hours and contact info are available, it would be really nice to at least have a notes field where we could add notes specific to a particular library's hours. It would also be nice for it to display upcoming scheduled closures from the Closed Dates Editor. Terran McCanna PINES Program Manager Georgia Public Library Service 1800 Century Place, Suite 150 Atlanta, GA 30345 404-235-7138 tmcca...@georgialibraries.org
Re: [OPEN-ILS-GENERAL] Feedback requested on patron editor in web client
1) Show All/Suggested/Required/etc These only make sense if the settings controlling required and displayed fields behaved differently between Patron Registration and Patron Edit. There are fields in the edit form that do not make sense at the point of new record creation - active, barred, claims returned count, etc. - that serve only to make a long form longer. However, those fields are necessary to the patron edit form, which should display all by default. I would LOVE to see the ability to define required and displayed fields for patron registration on a field by field basis, and have that effect only patron registration. 2) Floating Save/Clone box Our front line staff like the floating save box, particularly in Patron Edit - it makes it easier to save when editing something in the middle of the form. If, as someone else suggested, the floating box in the web client could have a solid background and float over the fields, that could resolve the overlap issue. I think the suggestion of a sticky save / options bar at the top also makes a lot more sense, and seems like it would be better in terms of responsive design and clarity. Also, that behavior is similar to other applications, like email. Lindsay Stratton Library Automation Services Manager Pioneer Library System 2557 State Rte 21 Canandaigua, NY 14424 585-394-8260 x104 From: Kathy Lussier kluss...@masslnc.org To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org Sent: Thursday, July 9, 2015 4:00:44 PM Subject: [OPEN-ILS-GENERAL] Feedback requested on patron editor in web client Hi all, MassLNC has been working with Bill Erickson on a project to move the patron editor to AngularJS. As with the other pieces of the web client project, we are looking at maintaining feature parity with the old client. Bill has begun the work and has created a semi-functional wireframe to demonstrate the layout of the form. The wireframe brings up one area where an element that worked well in the xul client may not work so well in the web client. In the xul client, we have a floating box to the right of the form where the Save and Save Clone buttons are available as well as the options to show required, suggested or all fields. The floating box follows you along as you scroll up and down the form so that the Save buttons are always in easy reach. The same thing happens in the new Angularized editor, but I'm not sure it works as well in the web client. I think it might be a good time to consider whether the way we handled this in the old client is the way we should handle it in the web client or if there are other ways we might be able to provide these options. I have a screencast showing the current version of the new patron editor. https://drive.google.com/file/d/0B74gDMUDwDXqM3NjbTZfRjY3RW8/view?usp=drivesdk At a typical screen resolution, the box with the save options travels with you without much trouble, although it does get a little awkward when you're scrolling over the separators with the green background. If you reduce the screen resolution, we do see a problem where the Save area overlaps with the input boxes. I don't know how much of a problem this will be since it seems to work fine at resolutions used by desktops, laptops, and tablets. However, it could be problematic at resolutions used on phones. I have a couple of questions: 1. Although I strongly believe the Save and the Save Clone buttons should be in easy reach of the user at any location in the patron registration form, I'm not so sure that the options to view required, suggested or all fields needs to be there. What do you all think? Are those options that you are likely to click when you are at different places in the form? Or is it something you set as soon as you load the form? If it's the latter, I think the top of the patron registration form might be a nice location for them. 2. Is the floating box the best location for the Save and Save Clone buttons or is there some other way we can keep these options in easy reach. When we first started working on this project, I looked at the mockup Julia Lima worked on for the Evergreen UI Style Guide project as a reference. http://media.tumblr.com/69beec7802a938b889bdfa80c7e0d54b/tumblr_inline_nkn0okinXl1t572gy.png She had placed the Save button along the top bar, but I could only see that working if the top navigation bar in the web client stuck to the top of the screen. We could certainly place the Save buttons at both the top and bottom of the screens, but the form is long enough that I could see cases where you would be in the middle of the form when you hit your save point. Any ideas on how we might be able to offer easy access to these Save options in a different way? Thanks in advance! Kathy Kathy Lussier Project Coordinator Massachusetts Library Network Cooperative (508) 343-0128 kluss...@masslnc.org Twitter: http
Re: [OPEN-ILS-GENERAL] Circulation Limit Sets, frustrations...
Thomas, Yes, circ modifier. (Sorry, I forgot to include that key bit of info!) I would ultimately need to include 3 circ modifiers in the same limit set, but was starting with just one. Incidentally, in previous semi-operable tests, I tried copy locations but found that it counted the limits as 7 items per location, rather than 7 total. Also I can't for the life of me figure out how limit groups work. Lindsay Stratton Library Automation Services Manager Pioneer Library System 2557 State Rte 21 Canandaigua, NY 14424 585-394-8260 x104 - Original Message - From: Thomas Berezansky tsb...@mvlc.org To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org Sent: Monday, July 6, 2015 2:59:36 PM Subject: Re: [OPEN-ILS-GENERAL] Circulation Limit Sets, frustrations... Did you add a limit group, circ mod, or copy location to the limit set? Without those it doesn't have any way to count copies. Quoting Lindsay Stratton lstrat...@pls-net.org: I am trying to set up what would seem to me to be a very simple circulation limit set, but I cannot make it work. I am probably missing something very elementary, hive mind, help me, please! Our org structure is very flat: 1 consortia, 42 libraries. Each library shares the patron and item databases, there are many shared policies (circ, holds, fines, etc), but each library is it's own entity and some of them are more individualized than others. For this limit set, I have 1 library that wants to limit the number of it's own video materials, checked out from that library. No other library should be impacted by this limit set. Ideally, no other owning library's video materials should impacted when checking out from the limiting library (to minimize use of the override when handling in-coming hold request video items in case of existing checkouts.) I have added this as: Owning library = GPL Items Out = 7 Min Depth = 1 (this is confusing to me - documentation only specifies to use 0 when limiting your lib's materials at all other libraries... But, NOTHING I enter here makes a difference) Global = False The library has 2 circulation policies for the circulation modifier for two different user groups. I have attached the limit set to both. I have variously selected and de-selected Fallthrough (fallthrough to what, though?) In the database, can see that the circ limits are there and linked to the circ rules. But I can keep on checking out supposedly limited materials. We are currently running 2.7.5. We upgraded last month, and I last attempted limit sets in version 2.2, where I was able to implement the circ limits - although it did not discriminate based on item owning library. Thoughts? Lindsay Lindsay Stratton Library Automation Services Manager Pioneer Library System 2557 State Rte 21 Canandaigua, NY 14424 585-394-8260 x104 -- Thomas Berezansky Assistant Network Administrator Merrimack Valley Library Consortium 4 High ST, Suite 175 North Andover, MA 01845 Phone: 978-557-8161
[OPEN-ILS-GENERAL] Circulation Limit Sets, frustrations...
I am trying to set up what would seem to me to be a very simple circulation limit set, but I cannot make it work. I am probably missing something very elementary, hive mind, help me, please! Our org structure is very flat: 1 consortia, 42 libraries. Each library shares the patron and item databases, there are many shared policies (circ, holds, fines, etc), but each library is it's own entity and some of them are more individualized than others. For this limit set, I have 1 library that wants to limit the number of it's own video materials, checked out from that library. No other library should be impacted by this limit set. Ideally, no other owning library's video materials should impacted when checking out from the limiting library (to minimize use of the override when handling in-coming hold request video items in case of existing checkouts.) I have added this as: Owning library = GPL Items Out = 7 Min Depth = 1 (this is confusing to me - documentation only specifies to use 0 when limiting your lib's materials at all other libraries... But, NOTHING I enter here makes a difference) Global = False The library has 2 circulation policies for the circulation modifier for two different user groups. I have attached the limit set to both. I have variously selected and de-selected Fallthrough (fallthrough to what, though?) In the database, can see that the circ limits are there and linked to the circ rules. But I can keep on checking out supposedly limited materials. We are currently running 2.7.5. We upgraded last month, and I last attempted limit sets in version 2.2, where I was able to implement the circ limits - although it did not discriminate based on item owning library. Thoughts? Lindsay Lindsay Stratton Library Automation Services Manager Pioneer Library System 2557 State Rte 21 Canandaigua, NY 14424 585-394-8260 x104
Re: [OPEN-ILS-GENERAL] Reminder for Conference proposals
Ooo! Thanks, Rogan! Our libraries are small; the largest collections, adult fiction, are less than 8,000 items. I look forwarded to playing with that code (when I am not recovering from flu)! Lindsay Stratton Library Automation Services Manager Pioneer Library System 2557 State Rte 21 Canandaigua, NY 14424 585-394-8260 x104 - Original Message - From: Rogan Hamby rogan.ha...@yclibrary.net To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org Sent: Wednesday, February 18, 2015 5:00:30 PM Subject: Re: [OPEN-ILS-GENERAL] Reminder for Conference proposals I probably wouldn't manage the whole conference but I'd be glad to sit around and pound on keys like the proverbial 10 thousand monkeys with others and see what happens. :) The SQL to look at the stats you're talking about with circs per year is something I'd have to tease out. I'd be concerned about it if it hits a really large collection. Depending on how you want to do it there are a few options. If you wanted to extract and group the year of the circs, that's easy. If you want a count per increment of 1 years from date it's added that's a bit different. Here is a quick and dirty (and inelegant) way to do that for a single copy: select count(id) as circ_count, circ_year from ( select ac.id , case when acirc.xact_start ac.create_date + interval '1 year' then '1' when acirc.xact_start ac.create_date + interval '2 years' and acirc.xact_start ac.create_date + interval '1 year' then '2' when acirc.xact_start ac.create_date + interval '3 years' and acirc.xact_start ac.create_date + interval '2 years' then '3' when acirc.xact_start ac.create_date + interval '4 years' and acirc.xact_start ac.create_date + interval '3 years' then '4' when acirc.xact_start ac.create_date + interval '5 years' and acirc.xact_start ac.create_date + interval '4 years' then '5' end as circ_year from asset.copy ac left join action.circulation acirc on acirc.target_copy = ac.id join asset.copy_location acl on acl.id = ac.location where ac.id = 3325389 ) steed group by 2 order by 2 asc ; That could be made more elegant and made into a version for shelving locations and results averaged. For example if I was making it more elegant I wouldn't make a hand written case but I'd have it do a loop based on substracting creation dates from last circ dates.
Re: [OPEN-ILS-GENERAL] Reminder for Conference proposals
I could spend the entire conference happily monkeying with SQL with company... just sayin... I am working on collection management reports - not just weeding (this item is x years old, circ'd x times, blah blah) but more interesting data about how materials are being used. I'm also working with fine/billing/money reports. In additional to concrete help with my own queries I'd also love to know what others are doing. I am also interested in talking about data sources, and what sort of care one must take when selecting a specific source, and various report criteria. This is particularly critical in anything money related. A specific query that has me stumped (my SQL is rudimentary) - I want to know, by collection, how many times an item has circulated in the 1st year after purchase, 2nd year, and so forth. I have no idea how to make SQL do the math for a single example, much less account for the collection level view, where bibs/items are continuously added/deleted, etc. Related to circ stats, I am also interested in trying to capture data that indicates the value to the community that free library materials provide. Many libraries have set up You saved $x.xx checking out books from the library today! statements on check out slips, and we want to take that to the next level as some kind of eye catching data point for community reports. Lindsay Stratton Library Automation Services Manager Pioneer Library System 2557 State Rte 21 Canandaigua, NY 14424 585-394-8260 x104 - Original Message - From: Rogan Hamby rogan.ha...@yclibrary.net To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org Sent: Wednesday, February 11, 2015 8:52:58 PM 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?
[OPEN-ILS-GENERAL] Circulation Limit Sets - apply only when item owning library = checkout library?
I want to set up circulation checkout limits where ONLY materials belonging to, and checked out from, the circulation limit set owning library are limited. Our consortia level policy regarding limiting the number of items to be checked out at one time is to be set per library, applicable to materials owned by that library and checked out from that library only. Other libraries' materials checked out as holds do not count toward the limit, nor do other libraries' materials checked out at other libraries count. So for example, Library A wants to limit their DVDs (encompassing 3 different circulation modifiers) to 4 per patron (all patron profiles) at a time, when checked out from Library A. They do NOT want DVDs owned by other libraries that come to fill hold requests or DVDs checked out from/owned by other libraries to count toward that limit. I am testing this in 2.2, and 2.7 master, and it appears that it is all libraries' items or nothing, regardless of min depth and global = FALSE. Our org unit hierarchy has 2 levels: CONS LIB (with 42 libraries). Am I missing something, or does this not work if one wants to limit JUST the checkout libraries' materials? Lindsay Stratton Library Automation Services Manager Pioneer Library System 2557 State Rte 21 Canandaigua, NY 14424 585-394-8260 x104
[OPEN-ILS-GENERAL] Idea re: pop-up alert when marking lost/deleting a last copy that has holds
Some of our member library staff asked about the possibility of creating a pop-up alert (a la: the COPY_DELETE_WARNING / not in an ideal status for deleting alert) when attempting to mark lost/missing or delete, a last copy when holds are still associated with the records. I am curious to know if this is just us, or if other have considered the same thing. Lindsay Stratton Library Automation Services Manager Pioneer Library System 2557 State Rte 21 Canandaigua, NY 14424 585-394-8260 x104
Re: [OPEN-ILS-GENERAL] Reference? in the Copy/Item record
Some of our libraries use the Reference? item attribute because they interfile reference materials with the regular nonfiction collection. Regards, Lindsay Lindsay Stratton Library Automation Services Manager Pioneer Library System 2557 State Rte 21 Canandaigua, NY 14424 585-394-8260 x104 - Original Message - From: Donald Butterworth don.butterwo...@asburyseminary.edu To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org Sent: Wednesday, June 18, 2014 9:03:45 AM Subject: [OPEN-ILS-GENERAL] Reference? in the Copy/Item record I'm just curious ... what is the reason for having the element Reference? in the Miscellaneous column of the Copy/Item record? Isn't the value Reference in the Location/Collection element sufficient? Is this a case of suspenders and a belt? Thanks, Don -- Don Butterworth Faculty Associate / Librarian III B.L. Fisher Library Asbury Theological Seminary don.butterwo...@asburyseminary.edu (859) 858-2227
Re: [OPEN-ILS-GENERAL] Release Manager Proposal for 2.7
Hi Ben, This is a great initial outline, thanks! Pioneer is currently planning to save all of our upgrade energies for 2.7, so we have a pretty vested interest. My strength is in the end user/staff client side of things, and I would be more than happy to be involved in any testing thereof (or, really, anywhere a non-developer, opinionated end-user type might be useful.) Regards, Lindsay Lindsay Stratton Library Automation Services Manager Pioneer Library System 2557 State Rte 21 Canandaigua, NY 14424 585-394-8260 x104 - Original Message - From: Ben Shum bs...@biblio.org To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org Sent: Tuesday, March 25, 2014 10:28:06 AM Subject: [OPEN-ILS-GENERAL] Release Manager Proposal for 2.7 Hi all, I volunteered to act as release manager for the next Evergreen version (proposed 2.7) and received general confirmation for the role by participants at the developer meeting held on March 21, 2014 at the Evergreen conference. There will be a formal vote in IRC at the next online developer meeting. As discussed during that meeting, the following is a short list of general objectives/ideas intended for our next development cycle: 1) Highlight new features under development for feedback during dedicated time at our monthly developer meetings. This is intended to give more direct feedback for new development which may impact large areas of Evergreen and bring it to the attention of the whole group. It continues to be a strong recommendation for any developer to announce new development work early via Launchpad, lists, etc. for greater community review and feedback. 2) Engage community participation for official bug wrangling / fixing days where we focus on identifying and fixing bugs affecting many members as noted in Evergreen's Launchpad bug tracker. These would likely precede official deadlines for releases to give time to incorporate any work in the various milestones. Dates to be determined. 3) Review our internationalization/translation processes and work to involve and support new groups interested in translating the different parts of Evergreen. The development team is still looking for an interested person to take on a role of Translation Manager, but in the meantime, extra attention will be given during this release cycle to groups or individuals interested to participate in Evergreen translation efforts. 4) Deprecate and remove old code that is no longer necessary or broken. As one immediate example: the old style circulation scripts have been officially deprecated since version 2.4 in favor of in-database circulation policies and we should remove the circ scripts completely from the code base along with any other unnecessary pieces. 5) Along the way, there will be announcements made with regards to the web-based staff client development. In particular, it was decided among developers that specific modules within the staff client will be announced as feature frozen while work for the web-based rewrite is done for those modules to achieve feature parity with existing capabilities. This will mean that throughout the development cycle, there will be times when all developers will be asked to refrain from adding new features to the existing staff client for specified modules. There will be some discussion between the developers to decide all these dates in advance and they will be announced soon. As for general timeline, I believe that Dan Wells has laid out a great framework for us to follow during his time as release manager. Some potential dates to get started thinking about (I decided I like Thursdays, so I've selected the major Thursdays with some minor adjustment for major US/Canadian holidays): June 5 -- target main features for initial 2.7 milestone review July 10 -- 2.7 alpha August 7 -- 2.7 beta September 4 - 2.7 RC September 18 - 2.7.0 Final There will be more dates to be included and I plan to update the Evergreen calendar to reflect these events, along with the dedicated bug days and module freezes for web-client development. I look forward to working with everyone -- developers, reviewers, and users alike. My desire is to provide good feedback on Evergreen's ongoing development efforts to our whole community as we move into this next phase of work. Please feel free to respond to this email with any questions or concerns regarding the plan as I have outlined. This is just our first draft plans and there is still room for discussion and review. -- Ben -- Benjamin Shum Evergreen Systems Manager Bibliomation, Inc. 24 Wooster Ave. Waterbury, CT 06708 203-577-4070, ext. 113
Re: [OPEN-ILS-GENERAL] Display Holds Queue Position in TPAC?
We are running 2.2 and the TPAC, and hold queue position does display. I don't know how it is configured, but I think it is pretty much default behavior - we have not customized any of that display, at any rate. In the patron account items on hold list queue position is in the Status column and looks like Waiting for copy / 21 hold on 41 circulating copies. Screen shot here: http://plum.pls-net.org/twiki/bin/view/Evergreen/OpacMyAccountHolds FWIW, the queue position value *appears* to be static, indicates the number of holds placed before your hold, and does not adjust as other holds are filled. It certainly does not have any relationship to hold fulfillment (unless, I guess, one is using first-in-first-out hold fulfillment!) Hope this helps. Lindsay Stratton Training Coordinator Pioneer Library System 2557 State Rte 21 Canandaigua, NY 14424 http://www.pls-net.org - Original Message - From: Ann Young you...@santacruzpl.org To: open-ils-general@list.georgialibraries.org Sent: Monday, November 5, 2012 4:53:17 PM Subject: [OPEN-ILS-GENERAL] Display Holds Queue Position in TPAC? Hello, We just upgraded to Evergreen 2.3 and in doing so moved from the old JSOPAC to the TPAC. In the old OPAC we had been able to display the holds queue position in My Account by modifying myopac.js (changing var showHoldQueuePosition = false to true). Is there any possible way to show the queue position for patrons in the TPAC? I understand that there are potentially issues with the accuracy of the queue position, but our patrons are very anxious to have this functionality available to them. Thanks for any help, Ann Young Systems Coordinator Santa Cruz Public Libraries 224 Church Street Santa Cruz, CA 95060 (831) 427-7707 ext. 7766
Re: [OPEN-ILS-GENERAL] permissions and editing patron records
You might need to set the Working Location - within the staff client open the Admin menu, select User Permission Editor. This links the staff account to permissions defined by org unit, in addition to the permissions defined by profile group. Lindsay Stratton Training Coordinator Pioneer Library System 2557 State Rte 21 Canandaigua, NY 14424 http://www.pls-net.org - Original Message - From: Erik Stevens technol...@haineslibrary.org To: open-ils-general@list.georgialibraries.org Sent: Friday, August 17, 2012 2:47:55 PM Subject: [OPEN-ILS-GENERAL] permissions and editing patron records Hi Evergreen Community, I have a noobish question/problem about permissions that I'm sure has an easy answer: We have a Volunteer login for the staff client that is limited in its permissions. One thing it currently cannot do is edit patron info using the Edit tab in the patron record pages. We are trying to allow this account to save edits to patron records but I cannot seem to make this work (the save buttons are disabled). I have tried giving the account the CREATE_USER and UPDATE_USER permissions, with the editing permission level set to staff or patron-level (and then running autogen), but this doesn't do it. The volunteer account can only save changes to its own patron record, not anyone else's. What am I missing here? What has to be enabled to allow saving changes to other patron records? We are running Evergreen 2.1. Many Thanks, -- Erik Stevens Technology Coordinator Haines Borough Public Library
Re: [OPEN-ILS-GENERAL] Testing the new XULRunner branch
Is there a particular time frame for testing? I'd be more than happy to test circulation functions, but have a few time constraints. Lindsay Stratton Training Coordinator Pioneer Library System 2557 State Rte 21 Canandaigua, NY 14424 http://www.pls-net.org - Original Message - From: Kathy Lussier kluss...@masslnc.org To: Evergreen Development Discussion List open-ils-...@list.georgialibraries.org, open-ils-general@list.georgialibraries.org Sent: Thursday, July 19, 2012 2:12:50 PM Subject: [OPEN-ILS-GENERAL] Testing the new XULRunner branch Hello Evergreen community! Please excuse cross postings. Several months ago, Thomas Berezansky at MVLC submitted code to support Evergreen on newer versions of XULRunner. Jason Stephenson has written a great blog post about why this code is important at http://blog.mvlcstaff.org/2012/05/testing-1-2-3.html. In addition to providing more longevity for the Evergreen staff client, it also has the potential to improve performance. With the 2.3 beta feature freeze coming soon, I'm concerned that the code might not get enough testing to get the sign off to be merged into 2.3. Unlike other development branches, this code requires testing in all parts of the staff client and really shouldn't be left to one person. The more testers we have, the less likely we are to see bugs when this code is eventually merged. To help with recruiting volunteers, I have posted a page at http://open-ils.org/dokuwiki/doku.php?id=qa:new_xul_testing where volunteers can sign up to test various areas of the staff client. I have already tested the MARC batch import interface and have volunteered to review acquisitions as well. However, it wouldn't hurt if others were willing to test those areas as well. Testing does not need to be limited to developers. Thomas has made it really easy to test this branch. He has set up a server running master that also has the new XULRunner code loaded. Details for downloading a client and logging into this server are available at https://bugs.launchpad.net/evergreen/+bug/942134/comments/1. Jason's blog post also provides details on how you can load the branch on to your own testing server. If you find any bugs unique to the new XULRunner branch, you can report them on the Launchpad bug at https://bugs.launchpad.net/evergreen/+bug/942134. It also might be a good idea to report any successful testing here so that we know that a function has been tested successfully. I hope many of you consider helping out with this effort. It's a great way to make a tangible contribution to the Evergreen community! Kathy -- Kathy Lussier Project Coordinator Massachusetts Library Network Cooperative (508) 756-0172 (508) 755-3721 (fax) kluss...@masslnc.org Twitter: http://www.twitter.com/kmlussier
Re: [OPEN-ILS-GENERAL] lost items that are then found
Lori, I think the tl;dr answer is refunds are based on whether or not your system is configured to refund the original lost materials bill and reinstate any daily overdue bills that accrued prior to the mark lost/fines stopped date, and/or any subsequent OD bills that would have accrued between the fines stopped date and the checkin date (I don't know for sure if this is a setting or not). If yes, a refund line appears in the Bills list. However. There is a host of other issues pertaining to lost-item-paid-then-returned items. So, if it may be relevant, here's the too long answer... Also, not sure what version you are working on - w e are live in 1.6 and currently testing 2.1 in a server set up to mirror our current configuration. Most of my practical experience with this is in 1.6, but on the whole, 2.1 is very similar - with exceptions noted down the line. When an item is marked lost by patron or by system (we have a trigger in place to auto mark lost when an item is 8 weeks overdue) the daily overdue fines are voided (system setting) and the lost materials bill applied. The circulation appears in the Lost, Claimed Returned, Long Overdue, Has Unpaid Billings part of Items Out until the circulation is closed, which is when the lost materials bill is paid or the item is returned and the overdue bill is paid. Miscellaneous transactions - like your hold scenario - can throw a wrench in the whole closed/not-closed thing. In my experience, those misc things are chaos on the hoof. If the item is returned and the bill is UNPAID, the lost materials bill is voided and the overdue bills (however many of them there may have been at the point the item was marked lost) will be reinstated. The item will continue to appear in the Lost, Claimed Returned... list until the overdue bills are paid, under the unpaid billings clause. If the lost materials bill is PAID and then the item returned, the system will refund the paid amount of the lost materials bill - which manifests as a negative balance total owed. Sometimes the item reappears in the Lost, CR... list - sometimes not, but I think this maybe something funky with our 1.6 test server, or setting up these scenarios in un-realistic short time frame. But the BILL reappears in the bills list with the negative balance owed. How much of this is related to system settings, I don't know, but, IMO, it's a nightmare. In general, other bills (existing or subsequent) are sort of subtracted from the negative balance. 6.1 includes a refund button on the bill, which doesn;t appear to do anything in our setup. 2.1 does not have that, but I haven;t yet figured out what exactly happens to those negative balances... how one might go about getting rid of them, etc. etc. etc. Getting rid of the neg balances in 1.6 is a kludgy mess. So. YMMV? Hopefully this was helpful. Lindsay Stratton Training Coordinator Pioneer Library System 2557 State Rte 21 Canandaigua, NY 14424 http://www.pls-net.org - Original Message - From: Lori Bowen Ayre lori.a...@galecia.com To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org Sent: Friday, February 17, 2012 8:52:28 PM Subject: [OPEN-ILS-GENERAL] lost items that are then found If a patron has lost an item and paid a fine. What happens when they then return the lost item? Is there a slick way to figure out how much they should be refunded based on the fine assessed and the late fee that would apply? Lori
[OPEN-ILS-GENERAL] Item Recall function?
I am trying to figure out a way to get an item that is in circulation and has a holds queue back to its owning library posthaste, without unduly disrupting the holds queue. I'm thinking this is similar to a recall function, usually associated with academic libraries wanting things back for loans to profs, reserves, or whatever. I'm also thinking EG has this basic sort of functionality? If so, I really want to know if it exists in v.1.6, its general behaviors, where/how it is configured, etc. I can't find any documentation beyond some list mentions, and the extremely cryptic p.211 of the 1.6 Draft documentation. Of course, if there are other methods, I;d love to know those, too! Help? and thanks! Lindsay Stratton Training Coordinator Pioneer Library System 2557 State Rte 21 Canandaigua, NY 14424 www.pls-net.org
Re: [OPEN-ILS-GENERAL] Item Recall function?
Thanks for the info, Dan. Back to the drawing board for me... Lindsay Stratton Training Coordinator Pioneer Library System 2557 State Rte 21 Canandaigua, NY 14424 www.pls-net.org - Original Message - From: Dan Scott d...@coffeecode.net To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org Sent: Wednesday, June 15, 2011 12:31:08 PM GMT -05:00 US/Canada Eastern Subject: Re: [OPEN-ILS-GENERAL] Item Recall function? On Wed, Jun 15, 2011 at 12:10 PM, Lindsay Stratton lstrat...@pls-net.org wrote: I am trying to figure out a way to get an item that is in circulation and has a holds queue back to its owning library posthaste, without unduly disrupting the holds queue. I'm thinking this is similar to a recall function, usually associated with academic libraries wanting things back for loans to profs, reserves, or whatever. I'm also thinking EG has this basic sort of functionality? If so, I really want to know if it exists in v.1.6, its general behaviors, where/how it is configured, etc. There is recall functionality, but it doesn't exist until Evergreen 2.1. It's called hold-driven recalls; essentially, you set a loan period threshold (such as 60 days) so that if a hold is placed on an item with a loan period beyond that threshold, the system will automatically shorten the loan period to a specified value; change the fine rules; and send email notification to the person who currently holds the item saying A hold has been placed on this item, get it back before new_due_date. The idea is to enable academic libraries to have extremely long loan periods (6 months in our case) while enabling access to sought-after materials with a minimum of staff intervention and without requiring users to request a recall (either in person or through some automated process, as either way people seem to be a bit uncomfortable with the idea of asking for an item to be pulled from somebody else's hands). Otherwise, prior to 2.1, there is no recall functionality in Evergreen; we've been doing everything manually.
Re: [OPEN-ILS-GENERAL] Item Recall function? / Copy Holds
In our configuration at least, copy level holds don't appear to have any particular precedence in getting items to fill a specific hold. That was one very nice aspect of our previous ILS holds workflow. So, what we really need is the v.2.1 top of the queue idea. In the meantime, however... :-) Lindsay Stratton Training Coordinator Pioneer Library System 2557 State Rte 21 Canandaigua, NY 14424 www.pls-net.org - Original Message - From: Elaine Hardy eha...@georgialibraries.org To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org Sent: Wednesday, June 15, 2011 1:01:08 PM GMT -05:00 US/Canada Eastern Subject: Re: [OPEN-ILS-GENERAL] Item Recall function? Jason, My understanding from someone who had done this is it does take precedence, or at least it did in 1.4. Some PINES libraries apparently used it often to bring items back once they were stuck supplying holds elsewhere. Elaine J. Elaine Hardy PINES Bibliographic Projects and Metadata Manager Georgia Public Library Service, A Unit of the University System of Georgia 1800 Century Place, Suite 150 Atlanta, Ga. 30345-4304 404.235-7128 404.235-7201, fax eha...@georgialibraries.org www.georgialibraries.org http://www.georgialibraries.org/pines/
Re: [OPEN-ILS-GENERAL] Show the Last Few Circulations
If you are running 2.x it may be different; we're running 1.6.0.8, so YMMV... Those colored boxes indicate the current status of the patron account: Green = OK (no bills, fines, overdues) Purple = has overdues Orange = has bills Grey = expired Yellow = has an alert message Red = barred Black = inactive (please don't let this be different in 2.x) Lindsay Stratton Training Coordinator Pioneer Library System 2557 State Rte 21 Canandaigua, NY 14424 www.pls-net.org - Original Message - From: Geoff Brown gebr...@niagaracollege.ca To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org Sent: Wednesday, March 16, 2011 11:23:14 AM GMT -05:00 US/Canada Eastern Subject: [OPEN-ILS-GENERAL] Show the Last Few Circulations / Age Overdue Circs Hi All, I have got two easy questions that I can't find a definitive answer for, maybe someone out there has a quick answer for us: 1. On the Staff/Client side of Evergreen in Item Status when the Show the Last Few Circulations function is selected what are the definitions of the colored boxes that appear around the patron name? Red=Overdue Green=Returned on time Grey=? Gold=? 2. Also, under the Local Administration what is the function of the Age Overdue Circs to Lost function? Does anyone have an example of a type of situation when you would use this function? Thanks, Geoff Brown
Re: [OPEN-ILS-GENERAL] Triggering holds
We have found that if a patron has exceeded an overdue or fine threshold no copies will be captured for their holds. We're running 1.6.0.8. Lindsay Stratton Training Coordinator Pioneer Library System 2557 State Rte 21 Canandaigua, NY 14424 www.pls-net.org - Original Message - From: Deanna Frazee dfra...@ci.killeen.tx.us To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org Sent: Monday, December 13, 2010 5:23:51 PM GMT -05:00 US/Canada Eastern Subject: [OPEN-ILS-GENERAL] Triggering holds If a patron has overdue fees, will their hold still trigger? Thanks! Deanna Frazee Killeen City Library System 205 E. Church Ave. Killeen, TX 76541 254-501-8995 dfra...@ci.killeen.tx.us
