Re: [OPEN-ILS-GENERAL] Limiting search options for a consortium?
I think that a quick extra note should be thrown out: As I understand it the configuration described below will apply to patrons at home as well as those in the library. If you just want to restrict in-library machines you may need a different solution. 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 Jeff Davis Sent: Wednesday, February 01, 2017 17:26 To: open-ils-general@list.georgialibraries.org Subject: Re: [OPEN-ILS-GENERAL] Limiting search options for a consortium? Hi Jesse, I believe there are two steps you need to take: (1) Set the physical_loc environment variable in the Apache config for each of your subdomains, using a directive like this: SetEnv physical_loc 4 (2) In your library settings, set "Org Unit Hiding Depth" to the appropriate value for each library. Here's the description for that setting: This will hide certain org units in the public OPAC if the Physical Location (url param "physical_loc") for the OPAC inherits this setting. This setting specifies an org unit depth, that together with the OPAC Physical Location determines which section of the Org Hierarchy should be visible in the OPAC. For example, a stock Evergreen installation will have a 3-tier hierarchy (Consortium/System/Branch), where System has a depth of 1 and Branch has a depth of 2. If this setting contains a depth of 1 in such an installation, then every library in the System in which the Physical Location belongs will be visible, and everything else will be hidden. A depth of 0 will effectively make every org visible. The embedded OPAC in the staff client ignores this setting. Hope that helps! Jeff On 2017-02-01 09:24 AM, Jesse McCarty wrote: > Hello Everyone, > > > > I was wondering if there are any configurations to restrict searches to > a single library in a consortium setup? We have four libraries in our > Evergreen system, all setup for access in sub-domains > (Burlington.skagitcat.org, laconner.skagitcat.org etc...). Occasionally > the search drop down gets switched/changed to search all the libraries > instead of the local library, which causes some confusion for patrons > looking for a book in our library when they don't realize the search > result is showing them a book in a different library. There any > configuration to eliminate the other options from the drop down box in > the web OPAC? Screenshot for reference attached, we would like to keep > the searches on the Burlington Public Library, but sometimes the box > gets set to Skagit Evergreen Libraries. > > > > Thanks in advance > > > > Jesse McCarty > > City of Burlington > > IT Technical Assistant > > >
Re: [OPEN-ILS-GENERAL] opposite of force/recall hold
Holly, That should be correct. Note, though, that how effective that is will depend on your hold sort order. If the priority isn't actually being looked at (say, your sort cares about pickup to checkin library proximity and request date only) then it won't help. You may want or need to move priority to the top, or near top, of the sort order to get your desired results. 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 Holly Brennan Sent: Tuesday, October 11, 2016 15:34 To: Evergreen Discussion Group <open-ils-general@list.georgialibraries.org> Subject: Re: [OPEN-ILS-GENERAL] opposite of force/recall hold Thanks, Eva, Michele, and Thomas! Seeing that we have never messed with Hold Priority, all our permission groups currently have Hold Priority = 0. So if I want our cataloging staff to have their holds "coast" along, I should set their Hold Priority to 1? Thanks for the clarification! -Holly -Original Message- From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Thomas Berezansky Sent: Tuesday, October 11, 2016 6:25 AM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] opposite of force/recall hold MVLC uses that functionality for ILL cards, though as far as I know you have it backwards. Due to how the sorting works a higher value is lower priority. That is, -1 will come before 0 which will come before 1, all else being equal. This is due to the fact that it is sorted as a number, as-is. If it is supposed to go the other direction then some code changes (and probably an inverting of all configured values in an upgrade script) would be needed. This confused me when I first configured it. Thomas Berezansky Assistant Network Administrator Merrimack Valley Library Consortium 4 High ST, Suite 175 North Andover, MA 01845 Phone: 978-557-8161 -Original Message- From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Morgan, Michele Sent: Tuesday, October 11, 2016 09:03 To: Evergreen Discussion Group <open-ils-general@list.georgialibraries.org> Subject: Re: [OPEN-ILS-GENERAL] opposite of force/recall hold Hi Holly, In terms of existing functionality, you can assign a "Hold Priority" to a permission group in Admin -> Server Admin -> Permission Groups. By default it's zero, and you can set it to a positive or negative number. A negative number would give a user in that permission group a lower priority for holds. I haven't tested this out, but it may work for your situation. Hope this helps, Michele -- Michele M. Morgan, Technical Support Analyst North of Boston Library Exchange, Danvers Massachusetts mmor...@noblenet.org <mailto:mmor...@noblenet.org> On Sun, Oct 9, 2016 at 7:02 AM, Cerninakova Eva <cer...@jabok.cz <mailto:cer...@jabok.cz> > wrote: Hi Holly, when we need to catch particular copy of material that is circulating at a time and don't want to place a hold, we usually use the "Alert message" in copy editor. When the copy is being checked in (or out) the message pops out and the staff is alerted that an action should be taken with the copy (I am not sure if there isn´t any settling that could affect the popping out). The alert message pops out until it has been deleted. It is possible to apply the alert message to more copies at once. I think this might solve your problem temporarily (though I understand that it might be complication to confirm the overriding of alert message every time the DVD is being checked in/out until the DVD is no more on hold). Eva --- Mgr. Eva Cerniňáková cer...@jabok.cz <mailto:cer...@jabok.cz> Tel. +420 211 222 409 <tel:%2B420%20211%20222%20409> Knihovna Jabok http:/https://linkprotect.cudasvc.com/url?a=https://knihovna.jabok.cz=E,1,4LkrwcDe4UphDxdvf0rRMWPT4CWyzcXd9KdQoUu5h0Em6Ax2ssuloygBUU2y2Dn8NlgEWU_AgK41E4Qt2OVlP_FvQfFOYGHdXhh2E4TI=1 <https://linkprotect.cudasvc.com/url?a=http://knihovna.jabok.cz=E,1,J9bGTQZmGFCyLHLnY3bVO5F2jNnnquRlNXJ2IC8u6JKw-VeyYv_ppEtLKcSd5MaVEMOQbZL3IueLii8lR8gTJgGCDVqHLbhN0rq5c-TB5sA,=1> Tel. +420 211 222 410 <tel:%2B420%20211%20222%20410> Jabok - Vyšší odborná škola sociálně pedagogická a teologická Salmovská 8, 120 00 Praha 2 2016-10-08 16:59 GMT+02:00 Benjamin Kalish <bkal...@forbeslibrary.org <mailto:bkal...@forbeslibrary.org> >: I agree that this would be useful. Benjamin Kalish
Re: [OPEN-ILS-GENERAL] opposite of force/recall hold
MVLC uses that functionality for ILL cards, though as far as I know you have it backwards. Due to how the sorting works a higher value is lower priority. That is, -1 will come before 0 which will come before 1, all else being equal. This is due to the fact that it is sorted as a number, as-is. If it is supposed to go the other direction then some code changes (and probably an inverting of all configured values in an upgrade script) would be needed. This confused me when I first configured it. Thomas Berezansky Assistant Network Administrator Merrimack Valley Library Consortium 4 High ST, Suite 175 North Andover, MA 01845 Phone: 978-557-8161 -Original Message- From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Morgan, Michele Sent: Tuesday, October 11, 2016 09:03 To: Evergreen Discussion Group <open-ils-general@list.georgialibraries.org> Subject: Re: [OPEN-ILS-GENERAL] opposite of force/recall hold Hi Holly, In terms of existing functionality, you can assign a "Hold Priority" to a permission group in Admin -> Server Admin -> Permission Groups. By default it's zero, and you can set it to a positive or negative number. A negative number would give a user in that permission group a lower priority for holds. I haven't tested this out, but it may work for your situation. Hope this helps, Michele -- Michele M. Morgan, Technical Support Analyst North of Boston Library Exchange, Danvers Massachusetts mmor...@noblenet.org <mailto:mmor...@noblenet.org> On Sun, Oct 9, 2016 at 7:02 AM, Cerninakova Eva <cer...@jabok.cz <mailto:cer...@jabok.cz> > wrote: Hi Holly, when we need to catch particular copy of material that is circulating at a time and don't want to place a hold, we usually use the "Alert message" in copy editor. When the copy is being checked in (or out) the message pops out and the staff is alerted that an action should be taken with the copy (I am not sure if there isn´t any settling that could affect the popping out). The alert message pops out until it has been deleted. It is possible to apply the alert message to more copies at once. I think this might solve your problem temporarily (though I understand that it might be complication to confirm the overriding of alert message every time the DVD is being checked in/out until the DVD is no more on hold). Eva --- Mgr. Eva Cerniňáková cer...@jabok.cz <mailto:cer...@jabok.cz> Tel. +420 211 222 409 <tel:%2B420%20211%20222%20409> Knihovna Jabok http:/knihovna.jabok.cz <http://knihovna.jabok.cz> Tel. +420 211 222 410 <tel:%2B420%20211%20222%20410> Jabok - Vyšší odborná škola sociálně pedagogická a teologická Salmovská 8, 120 00 Praha 2 2016-10-08 16:59 GMT+02:00 Benjamin Kalish <bkal...@forbeslibrary.org <mailto:bkal...@forbeslibrary.org> >: I agree that this would be useful. Benjamin Kalish Forbes Library / 413-587-1012 / bkal...@forbeslibrary.org <mailto:bkal...@forbeslibrary.org> Currently reading: All the Light We Cannot See by Anthony Doerr Just Finished: Sorcery & Cecelia: or The Enchanted Chocolate Pot by Patricia C. Wrede and Caroline Stevermer For information about accessibility at the library, please see: http://forbeslibrary.org/accessibility/ <http://forbeslibrary.org/accessibility/> On Fri, Oct 7, 2016 at 8:39 PM, Holly Brennan <haderh...@ci.homer.ak.us <mailto:haderh...@ci.homer.ak.us> > wrote: A staff member needs to put a lot of DVDs on hold to assess the physical condition, but is in no rush. We don’t want to prevent patrons from renewing items they have just because of our staff hold. In other words, we’re looking for something that’s the opposite of the force/recall hold types. A “timid” hold….a pushover that’s okay with being sent to the back of the line until absolutely no one else cares about the item. It would speak up only after the item is checked in and moves to Available status. Anyone else feel this would be a useful addition? Or maybe there’s a way to make this process work with the existing ILS functions? Thanks! -Holly Holly Brennan Technology Specialist Homer Public Library Homer, Alaska
Re: [OPEN-ILS-GENERAL] Method for collection inventory
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 inventory Hello Everyone I was wondering if anyone has ever used In House Use reports for inventory instead of Status Change Date? We use Status Change Date for weeding because we don’t have circulation history past a year due to a recent migration. I can’t get the In House Use reports to provide items that have not been used. Any suggestions? Thanks, Elizabeth From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Elaine Hardy Sent: Wednesday, July 13, 2016 11:59 AM To: Evergreen Discussion Group <open-ils-general@list.georgialibraries.org> Subject: Re: [OPEN-ILS-GENERAL] Method for collection inventory Vince, PINES has inventory instructions at http://pines.georgialibraries.org/inventory While they are PINES specific, there are generalities that may prove useful. Elaine J. Elaine Hardy PINES & Collaborative Projects Manager Georgia Public Library Service/PINES 1800 Century Place, Ste. 150 Atlanta, GA 30045 404.235.7128 Office 404.548.4241 Cell 404.235.7201 FAX On Wed, Jul 13, 2016 at 11:41 AM, Vince Giordano <vgiord...@juniatalibrary.org <mailto:vgiord...@juniatalibrary.org> > wrote: We are planning on conducting an inventory on parts of our overall collection. We envision scanning each title. Are there web client versions of SPARK that can allow for checking item status or in-house circ? That way we could run this off of an iPad. Otherwise we would use a laptop with the staff client open and bring it around with a scanner. Any thoughts or suggestions would be helpful. Thanks! <https://s3.amazonaws.com/ucwebapp.wisestamp.com/cdbdc7d1-1136-4843-93ac-1e625844129e/vmg_12_2015.format_png.resize_200x.png> Vince Giordano Director, Juniata County Library 717-436-6378 | 498 Jefferson St - Mifflintown, PA 17059 | www.facebook.com/juniatapubliclibrary <http://www.facebook.com/juniatapubliclibrary> | "Libraries will get you through times of no money better than money will get you through times of no libraries" -Anne Herbert <http://twitter.com/JuniataCoLib> <http://www.instagram.com/juniatacounty/> <https://s3.amazonaws.com/images.wisestamp.com/icons_32/linkedin.png> <http://www.pinterest.com/jocindar/> <http://ws-promos.appspot.com/ga/pixel.png?yes__count=1=5732568548769792> Get a signature like this: Click here! <http://ws-promos.appspot.com/r?rdata=eyJydXJsIjogImh0dHA6Ly93d3cud2lzZXN0YW1wLmNvbS9lbWFpbC1pbnN0YWxsP3dzX25jaWQ9NjcyMjk0MDA4JnV0bV9zb3VyY2U9ZXh0ZW5zaW9uJnV0bV9tZWRpdW09ZW1haWwmdXRtX2NhbXBhaWduPXByb21vXzU3MzI1Njg1NDg3Njk3OTIiLCAiZSI6ICI1NzMyNTY4NTQ4NzY5NzkyIn0==757488545826125>
Re: [OPEN-ILS-GENERAL] All permission groups deleted?
All the permission assignments are in the database, not the file system. Taking a very quick look it appears that deleting a group assigned directly to a user should fail due to key constraints, but deleting a group only assigned to users as a secondary mapping (permission.usr_grp_map table) would be possible. Thus, in addition to getting your missing rows out of the permission.grp_tree table you would need to get the missing permission.grp_perm_map entries and permission.usr_grp_map entries. If your permissions are still working, though, I would instead assume that something happened to make them not show up where you expect them. Have you checked at the database level to see that they are, in fact, gone, and it isn't just that permission to touch those groups isn't assigned properly? 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 Walz, Jennifer Sent: Tuesday, July 05, 2016 11:54 To: Evergreen Discussion Group <open-ils-general@list.georgialibraries.org> Subject: [OPEN-ILS-GENERAL] All permission groups deleted? All – So, what happens when all the staff permission groups are deleted?How is it that people can still login to the system? Staff with “cataloger” permissions and “circ” permissions and so forth? What happens when they try to login with that account? Does evergreen ‘assign’ them some other type of permission? Our patron permissions group is fine. Our staff group got obliterated. And how do you get the permissions all back?We have the server backed up. Where do these reside and can you copy them back onto the current working server? File location? Thanks! Jennifer -- Jennifer Walz, MLS - Head of Insanity Kinlaw Library - Asbury University One Macklem Drive, Wilmore, KY 40390 859-858-3511 ext. 2269 jlw...@asbury.edu
Re: [OPEN-ILS-GENERAL] Repeated Override Entry
I believe some patron-oriented permissions will auto-override, but it won't remember secondary authentication to do so. So if you have the override permissions already some of the overrides should be able to be remembered for that session. The person doing the checkouts not having permission would be more of an issue, but using "Operator Change" to switch to the higher permission person could alleviate the repeated password entries at least. 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 scott.tho...@sparkpa.org Sent: Wednesday, June 08, 2016 09:05 To: Evergreen Discussion Group <open-ils-general@list.georgialibraries.org> Subject: [OPEN-ILS-GENERAL] Repeated Override Entry Hi, Sometimes our libraries have occasion to check out a large number of materials in succession to a patron who may have an issue. An example would be PATRON_EXCEEDS_FINES. In our system, if someone with low permissions is logged in, the override must be entered for each item which can be burdensome if there are a large number of items. If someone with higher permissions is logged in, Force This Action must be clicked off for each item. Can Evergreen 2.9 be configured so that, once the override is entered once, it is in effect for the rest of the checkouts? Or once Force This Action is clicked, it does not need to be repeated for the rest of the checkouts? Or would this require development? Thank you, Scott Scott Thomas Executive Director PaILS / SPARK (717) 873-9461 scott.tho...@sparkpa.org <http://www.palibrary.org/pails/>
Re: [OPEN-ILS-GENERAL] OPAC 404 Not Found
Did you enable the evergreen site in apache? 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 Sitalk Teres Sent: Monday, April 25, 2016 15:31 To: open-ils-general@list.georgialibraries.org Subject: [OPEN-ILS-GENERAL] OPAC 404 Not Found Hello everyone, I really hope that somebody would be able to help with this problem. For some reason, after opening the default OPAC url (server.address/eg/opac/home) I get the error "404 Not Found" Evergeen has been started properly, apache2 has been restarted. The apache error.log does not show any valuable information. Could anyone please suggest what would be the cause of the problem? Thanks in advance.
Re: [OPEN-ILS-GENERAL] Self Check / ILL issue - Blocking checkout
I was thinking that the calling code would be modified to set the origin type, potentially similar to how some of the User Activity stuff works. Staff client origin would set "Staff", TPac would set "OPAC", the builtin selfcheck code would set "Selfcheck", and I was actually thinking about making SIPServer set "SIP" by default but allow easy override for specific users and/or profiles to allow things like "Selfcheck" or, in the case of some web apps communicating via SIP2, "OPAC" (to treat "renewed from app" as "renewed in opac" from a rules POV). Quoting Josh Stompro <stomp...@exchange.larl.org>: Thomas, how would the origin type be set? Based on the Permission Profile? Would it be similar to how the Hold Policy rules include both the "Requestor Permission Group" and the "User Permission Group"? Josh Stompro - LARL IT Director -Original Message- From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Thomas Berezansky Sent: Wednesday, April 06, 2016 2:27 PM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Self Check / ILL issue - Blocking checkout For reference: I had thoughts about creating a "origin type" like field in the circ matrix "Staff", "OPAC", "Selfcheck", etc. Then you could set rules based on that to say "Staff can renew this, but you can't OPAC renew this" and "this can't be checked out at a selfcheck,". Add in an option on accounts in SIPServer for what context to use and you could have that context be different across SIP2 users. The use cases I have heard are all similar to "A game case (with barcode on the outside per delivery rules) sits on the shelf, but the disk/cartridge/whatever is actually behind the reference desk". Quoting Elaine Hardy <eha...@georgialibraries.org>: Josh, I don't think this is a problem for a software solution. I think it is best solved by ILL workflow changes and staff education. In PINES, ILL staff are instructed to check the item out to the patron when they create the pre-cat record so that the due date is set correctly. As you mentioned, it doesn't matter when the patron picks up the item, it is still due back to the lending library at their set date. ILL staff are also instructed to renew the item so that it cannot be renewed by the patron. (We don't have a circ modifier expressly for ILLs, since initially, you could not choose a circ modifier for a pre-cat. We should add one but it hasn't been on my radar to do so and PINES libraries haven't asked for one). The item also generally has a book strap that identifies it as an ILL item so that it can be correctly handled on check out and return (provided the patron leaves the strap on). I don't know if self checkout differs, but if I try to check out, in the client, an item already checked out to me, I get an error message telling me that. I still would not want the item to go to the holds shelf since I would want the patron to be verbally told the due date and any other information. Having ILL staff check the item out may solve the self check problem if it does inadvertently get placed there. Elaine J. Elaine Hardy PINES & Collaborative Projects Manager Georgia Public Library Service/PINES 1800 Century Place, Ste. 150 Atlanta, GA 30045 404.235.7128 Office 404.548.4241 Cell 404.235.7201 FAX On Wed, Apr 6, 2016 at 2:21 PM, Josh Stompro <stomp...@exchange.larl.org> wrote: Thanks for the idea been. I am referring to the web based self check, I should have clarified that. Josh Josh Stompro - LARL IT Director -Original Message- From: Open-ils-general [mailto: open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Ben Shum Sent: Wednesday, April 06, 2016 11:40 AM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Self Check / ILL issue - Blocking checkout Presuming you mean the Evergreen web selfcheck, I could only think of a workaround approach like follows: If you were to designate the workstation for the selfcheck to be a different org unit (like an opac invisible child unit of the parent library), then include a circ policy in circ_matrix_matchpoint that says, don't circ items of a particular copy location (the ILL one) or circ modifier (if you have an ILL circ mod?), but leave the rest to fallthrough back up to the parent org unit rules, then the selfcheck could function differently with regards to those materials. Otherwise, I've found it more common that staff wanted items to be completely restricted and not allowed for checkout (i.e. circulate = false on the item or copy location levels) and to deal with it at the desk as you hint would be burdensome. Some development required maybe if we want to avoid any crazy workarounds like the one I posit
Re: [OPEN-ILS-GENERAL] Self Check / ILL issue - Blocking checkout
ively in our system since we > use the alerts for situations that don’t require a checkout to be blocked. > > > > We would like to avoid setting the items to non-circulate since that > would require staff to override, which we don’t want to be a common > occurrence that staff get used to. > > > > If something to address this doesn’t already exist, would anyone else > find it useful to be able to block checkouts at the self check for > specific items, but allow the checkout for staff users without an > override? Maybe the self check could block based on a list of > circ_modifiers? If something like this may be useful to more than one > location, it might make a good enhancement. > > > > Thanks > > Josh > > > > Lake Agassiz Regional Library - Moorhead MN larl.org > > Josh Stompro | Office 218.233.3757 EXT-139 > > LARL IT Director | Cell 218.790.2110 > > -- Thomas Berezansky Assistant Network Administrator Merrimack Valley Library Consortium 4 High ST, Suite 175 North Andover, MA 01845 Phone: 978-557-8161
Re: [OPEN-ILS-GENERAL] Email Notices, Action Trigger, Monograph Part information
As a general note, currently there seems to be at least one way to get multiple parts on a single copy, though that is generally "from another bib" and tends to be a mistake. I suspect it comes from transferring copies in some way from one bib to another and then assigning a part on the new bib. Signs of this include parts showing up in the OPAC for bibs that have none, a copy showing a part not on the bib, or a copy appearing two (or more) times in the OPAC (once for each part). This can also have an effect on holds, allowing a copy to be on the potentials list for the wrong bib or to not fill holds for the correct one (when it shouldn't have a part but does anyway). Quoting Josh Stompro <stomp...@exchange.larl.org>: Michele, if you want to skip the loop, this also seems to work. “circ.target_copy.parts.0.part.label” This adds the part label surrounded by parentheses to the end of the Title line if it exists, and doesn’t add a trailing space when it doesn’t exists. Title: [[% circ.target_copy.circ_modifier.name %]] [% copy_details.title %][% GET ' (' _ circ.target_copy.parts.0.part.label _ ')' IF circ.target_copy.parts.0.part.label %] The output looks like this on our system: Title: [Magazine] Garden gate, 2016 (FEB) I see that the FM parts linking says that a target_copy can have multiple mapping entries, but I don’t see how that would be setup or used. You can only enter one part for a copy as far as I can see. Josh Stompro - LARL IT Director From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Morgan, Michele Sent: Thursday, March 10, 2016 10:00 AM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Email Notices, Action Trigger, Monograph Part information Josh, We do include part information on notices. In the trigger environment, we added: target_copy.parts.part For the call number in the at_template, we have: Call Number: [% circ.target_copy.call_number.prefix.label %] [% circ.target_copy.call_number.label %] [% FOR part IN circ.target_copy.parts %][% part.part.label %][% END %] Not sure if this is the best approach, but it gets the job done. Hope this helps, Michele -- Michele M. Morgan, Technical Assistant North of Boston Library Exchange, Danvers Massachusetts mmor...@noblenet.org<mailto:mmor...@noblenet.org> On Thu, Mar 10, 2016 at 10:40 AM, Josh Stompro <stomp...@exchange.larl.org<mailto:stomp...@exchange.larl.org>> wrote: Hello, does anyone include monograph_part information in their notices? I would like to include this information in Hold Pickup, Courtesy, Overdue and Bill notices, to make it easier for customers to know which item they need to find. Is there already a method to do this? There doesn’t seem to be a fieldmapper link from a copy to its part information. So I wonder if a TT helper would be needed? Or would it be reasonable to add a virtual field to the Asset::Copy object that generates a link to the monographic_part information? Thanks Josh Lake Agassiz Regional Library - Moorhead MN larl.org<http://larl.org> Josh Stompro | Office 218.233.3757 EXT-139<tel:218.233.3757%20EXT-139> LARL IT Director | Cell 218.790.2110 -- Thomas Berezansky Assistant Network Administrator Merrimack Valley Library Consortium 4 High ST, Suite 175 North Andover, MA 01845 Phone: 978-557-8161
Re: [OPEN-ILS-GENERAL] Hold Stalling at Cataloging/Delivery
I thought stalling only compared pickup library and checkin library, not item owning/circ library at either end (though the latter could apply for hold ordering reasons otherwise). When the copy goes back to the circ lib and is checked in post-transit it will then do a stalling-free check of local holds there as well, so perhaps that is what you are seeing? "It didn't capture, send it home, then when it gets home it captures for something at home"? Quoting Josh Stompro <stomp...@exchange.larl.org>: Hello All, I just figured out that a bunch of our strange holds behavior can be blamed on having hold stalling enabled for our Cataloging/Delivery org unit. We just enabled the stalling at the consortium level to start with, didn't realize the issues it would cause for certain locations. The hold stalling was preventing newly cataloged items from filling holds at checkin that were less than 3 days old(Our stalling interval), with a twist of allowing the hold if the copy circ lib = hold pickup lib if the hold happened to have been retargeted between the time the copy circ lib was changed, because the action.hold_copy_map is consulted. This doesn't make sense for us since we don't use a Best Hold Selection Sort Order that uses action.hold_copy_map.priority. I should just mention that we do the initial check in of in-process items in cataloging so we get a routing slip to send the item where it needs to go. Our items don't have any location specific info on them since we float everything. So a bunch of new holds in our system would be skipped, and the holds for another system were targeted first because they were older than our stalling interval. And then occasionally a hold would be picked up if it was retargeted between the time the copy circ lib was changed and it was checked in. This didn't happen all that often, but when it did it was very confusing. We only use p.prox (copy checkin library to hold pickup library) in our opportunistic hold sort. We don't want the hold copy map proximity consulted because we use proximity adjustments to modify it for hold targeting, so certain locations always get targeted first. But we don't want certain locations prioritized in the same way for opportunistic capture. The fact that both the proximity between the checking location and hold pickup location, and the proximity between the copy circ lib and pickup location is looked at for determining which holds are effected by stalling was unknown to me. I still haven't wrapped my mind around that yet. It seems like it might cause odd results when items are being checked in at locations other that their circ lib. If the point of stalling is to reduce transits, then why not only consult the checkin lib to pickup lib proximity? Maybe it is because the copy will be sent back to the circ lib if it isn't captured, so might as well target holds there also to save a step? I believe that setting the stalling to zero for our cataloging location will bypass the retarget time dependent issues. Lake Agassiz Regional Library - Moorhead MN larl.org Josh Stompro | Office 218.233.3757 EXT-139 LARL IT Director | Cell 218.790.2110 -- Thomas Berezansky Assistant Network Administrator Merrimack Valley Library Consortium 4 High ST, Suite 175 North Andover, MA 01845 Phone: 978-557-8161
Re: [OPEN-ILS-GENERAL] Email Notices, Action Trigger, Monograph Part information
I believe that the fieldmapper link from copy to part is "parts" to get to asset.copy_part_map and then from there "part" to get to biblio.monograph_part. Quoting Josh Stompro <stomp...@exchange.larl.org>: Hello, does anyone include monograph_part information in their notices? I would like to include this information in Hold Pickup, Courtesy, Overdue and Bill notices, to make it easier for customers to know which item they need to find. Is there already a method to do this? There doesn't seem to be a fieldmapper link from a copy to its part information. So I wonder if a TT helper would be needed? Or would it be reasonable to add a virtual field to the Asset::Copy object that generates a link to the monographic_part information? Thanks Josh Lake Agassiz Regional Library - Moorhead MN larl.org Josh Stompro | Office 218.233.3757 EXT-139 LARL IT Director | Cell 218.790.2110 -- Thomas Berezansky Assistant Network Administrator Merrimack Valley Library Consortium 4 High ST, Suite 175 North Andover, MA 01845 Phone: 978-557-8161
Re: [OPEN-ILS-GENERAL] Excluding a single library from consortium scoped action trigger notice
One option is to make a *user* preference that has to be set for the notices to go out. While that won't get you library level exclusion alone you could use a cron job to set/unset the preference based on home ou. Quoting Brent Mills <br...@hoodriverlibrary.org>: Has anyone had success excluding one org unit from an otherwise consortium scoped action trigger notice? We have one library that wants to opt-out of the 30 Day Account Pre-Expiration Notice, but everyone else would like to keep it. There's probably an easier way than creating individual notice templates for every library except the one that wants out...right? Thank you, -Brent -- Brent Mills Systems Librarian | Sage Library System email: br...@hoodriverlibrary.org tickets: sagelib.org/support phone: 541.610.8384 -- Thomas Berezansky Assistant Network Administrator Merrimack Valley Library Consortium 4 High ST, Suite 175 North Andover, MA 01845 Phone: 978-557-8161
Re: [OPEN-ILS-GENERAL] Hold targeting behavior - Always Try a new copy
For the situation you describe I wonder if the easiest solution is to simply disable the stalling period at your distribution hub. As far as I can tell the setting is based on the workstation ou checking the item in. Beyond that, if you do want to implement a "don't skip the current targeted copy" setting I would make it an OU setting that can be set per location. Then you can set the setting for those org units that are highly likely to be the best choice of copy, without needing to have longer retarget times (may negatively impact opportunistic capture) or have the system ignore even better copies (pickup library copy that for some reason became an option after the last targeting). If you want to cheat locally you could also just set up a DB trigger that bumps the check time into the future by an extra day when the current_copy is set to a copy in your distribution hub. Then the holds targeting those copies won't be found by the hold targeter for a retarget for an extra day. Quoting Josh Stompro <stomp...@exchange.larl.org>: Thanks Thomas, I made a big miss-statement in my message. I wrote that "none of the copies that they pulled would capture". My intended meaning was that "none of those 20 items that had been re-targeted would capture". Other copies that were for local holds or that were still targeted to that branches copies captured just fine. The copies that didn't capture would have all been going into transit. The branch that I mentioned that had the 20 copies, is also our delivery hub. So any copies that they pull to fill holds will only take 1-2 days to get to the destination location, vs any other branch which will require that the item first transit back to that hub location, then be sent to the hold pickup location. So even if the Hub location doesn't fill the hold in the first 24 hours, it is still quicker for them to fill it than going on to any other branch. The goal of us using stalling was to hopefully always give the optimal location time to fill the hold before an opportunistic capture took effect. But I wasn't taking into account this bouncing behavior when we decided to try that. As for your last paragraph, do you mean that you don't see that as overly beneficial for our situation, or in general? What you described is exactly what I was hoping for. Don't retarget unless something has happened to the currently targeted copy to make it unholdable/unavailable. Josh Stompro - LARL IT Director -Original Message- From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Thomas Berezansky Sent: Tuesday, March 01, 2016 10:39 AM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Hold targeting behavior - Always Try a new copy As far as I know, stalling should never apply if the copy is for *local* pickup. That is, if the library is pulling copies (or checking in returned copies) that match holds for pickup at that library the stalling code says "oh, that is local" and skips the stalling period entirely. Based on that your collection of "would not capture" were either all going into transit or had been captured elsewhere before they captured the local copies. As for the "option to not exclude the current copy" I don't see that as overly beneficial. At that point running the hold targeter would only really update the opportunistic capture list or find another copy when the previously selected one became ineligible (checked out, marked missing, etc). Quoting Josh Stompro <stomp...@exchange.larl.org>: Hello all, I was recently working on a reported problem with the hold targeting. Our largest branch didn't run their evening pull list because of low staffing one day, and the next morning between the time when they ran their hold list and tried to capture the item, 20 copies has been re-targeted to other branches. Since we are currently using hold stalling, none of the copies that they pulled would capture. This caused me to figure out that the hold targeter always excludes the current copy when re-targeting if other copies exist. I wasn't aware of this fact, and I don't remember seeing it mentioned in any of the docs or presentations on holds design. This is not optimal in our situation because our targeting priority is very specific. All our branches are ranked according to number of open hours, staffing and delivery proximity. We have a wide variety of locations, those that are open 6 days a week to those that are open 1 day a week. We also share materials between two regional system, so we always want to get the copies local to the system if possible. So it doesn't work very well to have holds bouncing back and forth between the two lowest proximity locations, since the optimal one is always targeted first. The hold may bounc
Re: [OPEN-ILS-GENERAL] Hold targeting behavior - Always Try a new copy
As far as I know, stalling should never apply if the copy is for *local* pickup. That is, if the library is pulling copies (or checking in returned copies) that match holds for pickup at that library the stalling code says "oh, that is local" and skips the stalling period entirely. Based on that your collection of "would not capture" were either all going into transit or had been captured elsewhere before they captured the local copies. As for the "option to not exclude the current copy" I don't see that as overly beneficial. At that point running the hold targeter would only really update the opportunistic capture list or find another copy when the previously selected one became ineligible (checked out, marked missing, etc). Quoting Josh Stompro <stomp...@exchange.larl.org>: Hello all, I was recently working on a reported problem with the hold targeting. Our largest branch didn't run their evening pull list because of low staffing one day, and the next morning between the time when they ran their hold list and tried to capture the item, 20 copies has been re-targeted to other branches. Since we are currently using hold stalling, none of the copies that they pulled would capture. This caused me to figure out that the hold targeter always excludes the current copy when re-targeting if other copies exist. I wasn't aware of this fact, and I don't remember seeing it mentioned in any of the docs or presentations on holds design. This is not optimal in our situation because our targeting priority is very specific. All our branches are ranked according to number of open hours, staffing and delivery proximity. We have a wide variety of locations, those that are open 6 days a week to those that are open 1 day a week. We also share materials between two regional system, so we always want to get the copies local to the system if possible. So it doesn't work very well to have holds bouncing back and forth between the two lowest proximity locations, since the optimal one is always targeted first. The hold may bounce between a location that is open 80 hours a week, that is only 24 hours delivery time away, to a location that is open 8 hours a week that may take 10 days for delivery. It would be somewhat based on luck if the customer got their hold filled in 1 day vs 10 days in this admittedly worse case scenario. The options that I think we have are. 1. Design change so that the hold targeter optionally doesn't exclude the current copy. 2. Change the re-targeting interval to something longer, 72 hours, to give the first location 3 days to pull the item. I think this may have other negative impacts though. 3. Stop using hold stalling, this would help in the situation where the holds get retargeted after the pull list is run. Does anyone have any other suggestions? Would anyone else be interested in having the targeter not exclude the currently targeted copy? Thanks Josh Lake Agassiz Regional Library - Moorhead MN larl.org Josh Stompro | Office 218.233.3757 EXT-139 LARL IT Director | Cell 218.790.2110 -- Thomas Berezansky Assistant Network Administrator Merrimack Valley Library Consortium 4 High ST, Suite 175 North Andover, MA 01845 Phone: 978-557-8161
Re: [OPEN-ILS-GENERAL] Action Trigger Grouping Logic & Timing - Hold pickup
I believe the library setting is more for OPAC display status, I could be wrong. I don't know of anything that uses it in A/T. The grouped events delay individually, as far as I know, so only those that are valid during a given run will be considered for grouping. From my understanding, there is, basically, no way to guarantee grouping unless the notifications go out once a day. And even that becomes a potential problem if something automated is returning things in the middle of the night. Quoting Josh Stompro <stomp...@exchange.larl.org>: Hello, could someone please help me out with understanding a few things about action triggers, specifically about their use with hold pickup notices. I just had a situation where a customers holdshelf items were checked in one every 30 minutes, so the customer received 4 phone calls, one for each item, so I just want to adjust our settings so that doesn't happen again. First question, does the "Hold Shelf Status Delay" library setting have anything to do with action triggers? Or is that just dealing with the display in the catalog? Second question, the hold shelf events get grouped by the usr, when there are multiple events. The Event def delays based on the shelf time field. Does the delay logic take effect on the grouped events, or just on each event individually? If the delay is 15 minutes, is that based on the latest event in the grouping, or just each item individually? For hold pickup emails it isn't such a big deal, since emails are usually free to all parties. Phone calls and SMS should try to minimize notifications since there are sometimes costs involved. Maybe the telephony side of things should try to combine calls after they have been queued, and include a check to not call one number more than x times a day for the same customer to protect against a barrage of phone calls. Another issue I have to figure out is how to deal with the sites that are only open 2-3 hours a day, 1-3 times a week. They need hold pickup notifications to go out quickly to give the customer a chance to make it in during their limited hours, vs sites that are open 20+ hours a week that can afford to delay more to group more. Any tips would be appreciated. Thanks Josh -- Thomas Berezansky Assistant Network Administrator Merrimack Valley Library Consortium 4 High ST, Suite 175 North Andover, MA 01845 Phone: 978-557-8161
Re: [OPEN-ILS-GENERAL] SMS Hold Notifications
I suppose I should add that, as far as I recall, MVLC also sends them out as a no-reply address. Largely due to the "can't get anything useful for information out of the reply" bit in our case. Quoting Ben Shum <bs...@biblio.org>: For Bibliomation, we only added an event parameter for "sender_email" to be "no-re...@biblio.org" for that action/trigger event definition. With SMS text messages, there was no good way to give users a reply location that would work consortium-wide. So, while it's bad that we do not give users any way to respond since no-reply is a dead-end, it was assumed that patrons would find other means of contacting the library (phone. email, etc.) if they needed to change the nature of their hold request. For a time, we thought about tacking on a "please contact your library" statement to the messages, but that added too much text to the text message itself, which ruins the whole point of using short text messages with character limits. I do not have any collected feedback from actual users on how they perceive these actions on our part. -- Ben On Tue, Nov 3, 2015 at 10:09 AM, Morgan, Michele <mmor...@noblenet.org> wrote: We are looking at making improvements to our SMS hold notification template. Right now we're using the out of the box template in our trigger: [%- USE date -%] [%- user = target.0.usr -%] From: [%- params.sender_email || default_sender %] To: [%- params.recipient_email || helpers.get_sms_gateway_email(target.0.sms_carrier,target.0.sms_notify) %] Subject: [% target.size %] hold(s) ready [% FOR hold IN target %][%- bibxml = helpers.xml_doc( hold.current_copy.call_number.record.marc ); title = ""; FOR part IN bibxml.findnodes('//*[@tag="245"]/*[@code="a"]'); title = title _ part.textContent; END; author = bibxml.findnodes('//*[@tag="100"]/*[@code="a"]').textContent; %]TITLE:[% title %] @ [% hold.pickup_lib.name %] [% END %] Which generates something like this: From: evergr...@noblenet.org To: 4135551...@vtext.com Subject: 1 hold(s) ready TITLE:Life, the universe and everything @ Danvers One issue we are having is with replies to these messages. A patron may reply asking to cancel the request, but there's no way to identify the hold from their reply. If you have made improvements to your SMS template, can you share what you have done? Thanks, Michele -- Michele M. Morgan, Technical Assistant North of Boston Library Exchange, Danvers Massachusetts mmor...@noblenet.org -- Benjamin Shum Evergreen Systems Manager Bibliomation, Inc. 24 Wooster Ave. Waterbury, CT 06708 203-577-4070, ext. 113 -- Thomas Berezansky Assistant Network Administrator Merrimack Valley Library Consortium 4 High ST, Suite 175 North Andover, MA 01845 Phone: 978-557-8161
Re: [OPEN-ILS-GENERAL] SMS Hold Notifications
I had considered some different ways of getting more information into the replies, but generally the gateways don't let anything useful through on the response. Or more specifically, the gateways don't see it as a response in the first place but rather as new message. The only option I came up with was to mess with the "From" address, but that means every notification will generally end up as a new "conversation" from a new sender and patrons can't flag the notices properly for special handling on their device. -- Thomas Berezansky Assistant Network Administrator Merrimack Valley Library Consortium 4 High ST, Suite 175 North Andover, MA 01845 Phone: 978-557-8161
Re: [OPEN-ILS-GENERAL] Customizing Pre-Cat "routed to CATALOGING" Alert
A language change is fairly simple, I think, and should be all server-side. Open-ILS/xul/staff_client/server/circ/util.js has a 'check.route_to' line that gets set to 'CATALOGING'. Changing that to 'CATALOGING or ILL' would accomplish things. Customization may be possible there by circ modifier as well. Also, an ILL copy location (for non-precat copies) would be able to do the same thing if the checkin alert flag was enabled, if I remember how that works correctly. Quoting Scott Thomas <sc...@albright.org>: Ideally, I'd like a different message for each Circ Modifier, but I'll settle for "This item needs to be routed to CATALOGING or ILL." Scott -Original Message- From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Thomas Berezansky Sent: Wednesday, October 14, 2015 9:47 AM To: Evergreen Discussion Group <open-ils-general@list.georgialibraries.org> Subject: Re: [OPEN-ILS-GENERAL] Customizing Pre-Cat "routed to CATALOGING" Alert What are you aiming to change about it? Quoting Scott Thomas <sc...@albright.org>: Hi, Is it possible to customize the Alert that says "This item needs to be routed to CATALOGING" that appears when checking in a Pre-Cat? 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: sc...@albright.org<mailto:sc...@albright.org> -- Thomas Berezansky Assistant Network Administrator Merrimack Valley Library Consortium 4 High ST, Suite 175 North Andover, MA 01845 Phone: 978-557-8161 -- Thomas Berezansky Assistant Network Administrator Merrimack Valley Library Consortium 4 High ST, Suite 175 North Andover, MA 01845 Phone: 978-557-8161
Re: [OPEN-ILS-GENERAL] Customizing Pre-Cat "routed to CATALOGING" Alert
What are you aiming to change about it? Quoting Scott Thomas <sc...@albright.org>: Hi, Is it possible to customize the Alert that says "This item needs to be routed to CATALOGING" that appears when checking in a Pre-Cat? 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: sc...@albright.org<mailto:sc...@albright.org> -- Thomas Berezansky Assistant Network Administrator Merrimack Valley Library Consortium 4 High ST, Suite 175 North Andover, MA 01845 Phone: 978-557-8161
Re: [OPEN-ILS-GENERAL] Receipt template date formats?
Which is why I suggested the %due_date_sort_value% variant. Quoting "McCanna, Terran" <tmcca...@georgialibraries.org>: I tested %a (and every other standard and non-standard letter, lower case and capitalized) and didn't find one that worked with %due_date%. 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: "Thomas Berezansky" <tsb...@mvlc.org> To: "Evergreen Discussion Group" <open-ils-general@list.georgialibraries.org> Sent: Friday, October 2, 2015 8:44:19 AM Subject: Re: [OPEN-ILS-GENERAL] Receipt template date formats? If %a works (and I haven't tested to see that it does) you would probably want this: %DATE_FORMAT(%due_date_sort_value%, %a)% The pre-formatted %due_date% doesn't usually parse as a date. Quoting "McCanna, Terran" <tmcca...@georgialibraries.org>: Hi Jane, I haven't tested this, but I think you can get the day of the week with %a: %DATE_FORMAT(%due_date%, %a)% 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: "Jane Sandberg" <sand...@linnbenton.edu> To: "Evergreen Discussion Group" <open-ils-general@list.georgialibraries.org> Sent: Thursday, October 1, 2015 4:43:47 PM Subject: [OPEN-ILS-GENERAL] Receipt template date formats? Hi Evergreen, We were wondering if we could change the format of the due date in receipt templates. The %due_date% macro gives us the -MM-DD format, but we were interested in getting the day of the week in there somehow. Is this a possibility? Thanks, -Jane -- Jane Sandberg Electronic Resources Librarian Linn-Benton Community College sand...@linnbenton.edu / 541-917-4655 -- Thomas Berezansky Assistant Network Administrator Merrimack Valley Library Consortium 4 High ST, Suite 175 North Andover, MA 01845 Phone: 978-557-8161 -- Thomas Berezansky Assistant Network Administrator Merrimack Valley Library Consortium 4 High ST, Suite 175 North Andover, MA 01845 Phone: 978-557-8161
Re: [OPEN-ILS-GENERAL] (seeking MassLNCer) receipt item sorting
I think you want this: %SORT(due_date_sort_value AS DATE ASC)% Note that the ASC is not needed, but you could change it to DESC to reverse the sort. Quoting Holly Brennan <haderh...@ci.homer.ak.us>: I'm reading this awesome MassLNC Wiki (http://masslnc.org/node/2528) trying to figure out how to order our receipt items by due date (upcoming due dates at the top). I think if I just have an example of what this string should look like, I'll get it. Right now I'm stuck with what all I need to replace in this: %SORT(field[ AS type][ ASC| DESC][,...])% Any MassLNCer or other receipt wizard out there who could help with this puzzle? Thanks! -Holly Holly Brennan Library Technology Specialist Homer Public Library, Alaska hbren...@cityofhomer-ak.gov 907-235-3180 (main) 907-435-3154 (direct) -- Thomas Berezansky Assistant Network Administrator Merrimack Valley Library Consortium 4 High ST, Suite 175 North Andover, MA 01845 Phone: 978-557-8161
Re: [OPEN-ILS-GENERAL] fancy HTML/CSS receipt lost in translation
To accomplish the background color printing in Evergreen: When setting up the printer, select "Page Settings" and check the "Print Background (colors & images)" checkbox. That should do it. It isn't a printer option so much as a "what application is printing" option. Quoting "McCanna, Terran" <tmcca...@georgialibraries.org>: Yes - it's creating an HTML/CSS page to print, and CSS backgrounds don't print by default. Apparently some printers have the option to force backgrounds to print, but I don't see that option on the printers I have access to. There are some various CSS tricks out there for trying to force backgrounds to print, but I haven't actually tried any of them and I haven't seen any one widely accepted way to do it. 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)" <open-ils-general@list.georgialibraries.org> Sent: Monday, September 28, 2015 2:46:04 PM Subject: [OPEN-ILS-GENERAL] fancy HTML/CSS receipt lost in translation I created this blurb for our receipts (below), since plugging in the actual Banned Books Week image wasn't printing very well. It looks great on preview, but when it prints the table has no black background and the text is black. Examples of Preview and output below. I've never had something print differently than it appears in Preview. Am I just trying to do the impossible? Or perhaps it's my receipt printer? Very strange that not only is the background not printing black but the text is also not printing as white... I can almost understand one or the other, but not both. Thanks for your insight! -Holly PREVIEW IN RECEIPT TEMPLATE EDITOR: [cid:image002.jpg@01D0F9DA.DF81D900] OUTPUT OF ACTUAL RECEIPT: [cid:image004.jpg@01D0F9DA.DF81D900] Holly Brennan Library Technology Specialist Homer Public Library, Alaska hbren...@cityofhomer-ak.gov 907-235-3180 (main) 907-435-3154 (direct) -- Thomas Berezansky Assistant Network Administrator Merrimack Valley Library Consortium 4 High ST, Suite 175 North Andover, MA 01845 Phone: 978-557-8161
Re: [OPEN-ILS-GENERAL] fancy HTML/CSS receipt lost in translation
The actual print process generates the HTML header for you (when HTML is being rendered), so you can't include it in the template. Try style="blah" attributes instead. Quoting Holly Brennan <haderh...@ci.homer.ak.us>: I created this blurb for our receipts (below), since plugging in the actual Banned Books Week image wasn't printing very well. It looks great on preview, but when it prints the table has no black background and the text is black. Examples of Preview and output below. I've never had something print differently than it appears in Preview. Am I just trying to do the impossible? Or perhaps it's my receipt printer? Very strange that not only is the background not printing black but the text is also not printing as white... I can almost understand one or the other, but not both. Thanks for your insight! -Holly PREVIEW IN RECEIPT TEMPLATE EDITOR: [cid:image002.jpg@01D0F9DA.DF81D900] OUTPUT OF ACTUAL RECEIPT: [cid:image004.jpg@01D0F9DA.DF81D900] Holly Brennan Library Technology Specialist Homer Public Library, Alaska hbren...@cityofhomer-ak.gov 907-235-3180 (main) 907-435-3154 (direct) -- Thomas Berezansky Assistant Network Administrator Merrimack Valley Library Consortium 4 High ST, Suite 175 North Andover, MA 01845 Phone: 978-557-8161
Re: [OPEN-ILS-GENERAL] Expiration of Holds Shelf Holds
I am under the impression that staff have to "Clear" the hold shelf to get the items to switch status, it does not happen automatically as you describe. Quoting Scott Thomas <sc...@albright.org>: In our old ILS you could set an expiration period for holds on the Holds Shelf, but it was just a flag on which to hang a report. The holds themselves remained intact. In Evergreen holds still on the Holds Shelf at the time of expiration are obliterated. This would not be bad except, if a staff member fails to take action, the item automatically reverts to a status of Available and begin appearing on the Pull List of the Owning Library even though it may be still sitting on the Holds Shelf of the expired Pickup Library. We were told that this behavior cannot be changed and that the only work around is to change the behavior of the staff and / or to set "Default holds shelf expire interval" to something higher. Is all of this accurate? 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: sc...@albright.org<mailto:sc...@albright.org> -- Thomas Berezansky Assistant Network Administrator Merrimack Valley Library Consortium 4 High ST, Suite 175 North Andover, MA 01845 Phone: 978-557-8161
Re: [OPEN-ILS-GENERAL] Hold Slip: Source of Notify By
action.hold_request has the appropriate fields that are checked as the notification options are per-hold. Quoting Scott Thomas <sc...@albright.org>: Can anyone shed some light on the sources for the Notify By fields in the Holds Slip? There doesn't seem to be any correlation between fields populated in the patron record (including those under User Settings) and the slips produced for these patrons. Some patrons have Notify by phone unpopulated on the slip, but populated in Daytime Phone. Notify by email is similarly inconsistent. I've been unable to come up with any consistent scenarios that produce these results. Can anyone point me in the right direction with this? Thank you, Scott Thomas Lackawanna County Library System Scranton, PA -- Thomas Berezansky Assistant Network Administrator Merrimack Valley Library Consortium 4 High ST, Suite 175 North Andover, MA 01845 Phone: 978-557-8161
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
Re: [OPEN-ILS-GENERAL] Best-Hold Selection Sort Order
implementation, we have had no complaints about hold prioritization for the use case, so I consider that a Pro of it works for us with no speakable Cons for now. Can you give us a little more information about what potential use case are you hoping to achieve with the feature? Are you trying to raise or prioritize holds for a given subset of libraries? Is it based on geography, distance, political alliances? There are lots of options and not all may result in optimal or expected outcomes... -- Ben On Wed, Jul 1, 2015 at 10:48 AM, Pippin, Johnnie johnnie.pip...@ncdcr.gov wrote: Good morning, NC Cardinal is reviewing the Best-Hold Selection Sort Order for holds placed in our consortium and wanted to gather some information from the community before we move forward. Has anyone implemented this process? If currently using, what are the pros and cons of the Best-Hold Selecting Sort Order? Are there any major problems to be made aware of when using Best-Hold Selecting Sort Order? Thanks! - Johnnie *The true measure of a man is how he treats someone who can do him absolutely no good*. - Samuel Johnson Johnnie Pippin - NC Cardinal Consultant State Library of North Carolina 4640 Mail Service Center Raleigh, NC 27699-4640 johnnie.pip...@ncdcr.gov Office: 919.807.7408 / Fax: 919.733.8748 [image: Cardinal][image: Cardinal 2] --- North Carolina Department of Cultural Resources Opinions expressed in this message may not represent the policy of my agency. Email correspondence to and from this address may be subject to the North Carolina Public Records law “NCGS.Ch. 132” and may be disclosed to third parties by an authorized state official. -- Benjamin Shum Evergreen Systems Manager Bibliomation, Inc. 24 Wooster Ave. Waterbury, CT 06708 203-577-4070, ext. 113 -- next part -- An HTML attachment was scrubbed... URL: http://libmail.georgialibraries.org/pipermail/open-ils-general/attachments/20150701/6eb1cfe2/attachment.html -- next part -- A non-text attachment was scrubbed... Name: image005.png Type: image/png Size: 9078 bytes Desc: not available URL: http://libmail.georgialibraries.org/pipermail/open-ils-general/attachments/20150701/6eb1cfe2/attachment.png -- next part -- A non-text attachment was scrubbed... Name: image006.png Type: image/png Size: 6813 bytes Desc: not available URL: http://libmail.georgialibraries.org/pipermail/open-ils-general/attachments/20150701/6eb1cfe2/attachment-0001.png End of Open-ils-general Digest, Vol 109, Issue 5 -- Kathy Lussier Project Coordinator Massachusetts Library Network Cooperative (508) 343-0128 kluss...@masslnc.org Twitter: http://www.twitter.com/kmlussier -- Thomas Berezansky Assistant Network Administrator Merrimack Valley Library Consortium 4 High ST, Suite 175 North Andover, MA 01845 Phone: 978-557-8161
Re: [OPEN-ILS-GENERAL] Best-Hold Selection Sort Order
MVLC has currently implemented a Holds Go Home First configuration there. End result based on our org tree is that holds are looked for in the following order: Holds at copy circ lib Holds at sibling branches of copy circ lib Holds at checkin lib Holds at sibling branches of checkin lib Oldest hold elsewhere I believe this results in more library to library transits, but also faster service to the patrons of libraries that own items. I believe there are supposed to be ways to make items go home after a period of time not being home but we haven't implemented that. Quoting Ben Shum bs...@biblio.org: Hi Johnnie, Bibliomation implemented Best-Hold Selection Sort Order changes for at least one member library that required a specific approach to holds that differed from the rest of our consortium. I described that use case in more detail in this post to the dev list a few years ago ( http://markmail.org/message/pdksulwazgwzlro4) and that led to the feature's development too. Since implementation, we have had no complaints about hold prioritization for the use case, so I consider that a Pro of it works for us with no speakable Cons for now. Can you give us a little more information about what potential use case are you hoping to achieve with the feature? Are you trying to raise or prioritize holds for a given subset of libraries? Is it based on geography, distance, political alliances? There are lots of options and not all may result in optimal or expected outcomes... -- Ben On Wed, Jul 1, 2015 at 10:48 AM, Pippin, Johnnie johnnie.pip...@ncdcr.gov wrote: Good morning, NC Cardinal is reviewing the Best-Hold Selection Sort Order for holds placed in our consortium and wanted to gather some information from the community before we move forward. Has anyone implemented this process? If currently using, what are the pros and cons of the Best-Hold Selecting Sort Order? Are there any major problems to be made aware of when using Best-Hold Selecting Sort Order? Thanks! - Johnnie *The true measure of a man is how he treats someone who can do him absolutely no good*. - Samuel Johnson Johnnie Pippin - NC Cardinal Consultant State Library of North Carolina 4640 Mail Service Center Raleigh, NC 27699-4640 johnnie.pip...@ncdcr.gov Office: 919.807.7408 / Fax: 919.733.8748 [image: Cardinal][image: Cardinal 2] --- North Carolina Department of Cultural Resources Opinions expressed in this message may not represent the policy of my agency. Email correspondence to and from this address may be subject to the North Carolina Public Records law “NCGS.Ch. 132” and may be disclosed to third parties by an authorized state official. -- Benjamin Shum Evergreen Systems Manager Bibliomation, Inc. 24 Wooster Ave. Waterbury, CT 06708 203-577-4070, ext. 113 -- Thomas Berezansky Assistant Network Administrator Merrimack Valley Library Consortium 4 High ST, Suite 175 North Andover, MA 01845 Phone: 978-557-8161
Re: [OPEN-ILS-GENERAL] SIP #64 patron info response question
I believe AQ is the patron's home library int he patron information response already. I believe AO, on the other hand, is the configured institution type from the SIP config and has nothing to do with the patron. Quoting Smith, Kathleen kathleen.sm...@sjvls.org: Can EG return the patron's Library ID via the SIP 64 patron info response message so that Axis360 ebooks can use it to associate a patron with that specific library's/system's Axis collection? I see two possible fields: AQ (home library) or AO (institution id). We're trying to determine if the vendor can give us library-specific use stats. Thanks. Kathleen Smith, Associate Systems Librarian San Joaquin Valley Library System 2420 Mariposa Street, Fresno, CA 93721 kathleen.sm...@sjvls.org 559-600-6256 -- Thomas Berezansky Assistant Network Administrator Merrimack Valley Library Consortium 1600 Osgood ST, Suite 2094 North Andover, MA 01845 Phone: 978-557-8161
Re: [OPEN-ILS-GENERAL] SIP and SMS
I am not aware of any way to get notification information via SIP2, of any kind. Phone, email, or SMS. You can get the patron's email address and day phone, I believe, but not whether or not either is being used for hold notifications. Especially as holds store notification phone numbers directly and don't rely on the day phone value. If they are printing slips that indicate phone or email notification by virtue of the patron having an email address or phone number via SIP2 then I would recommend they stop trusting it as a result. Quoting Sue Ciani sci...@cwmars.org: Hi, When a patron requests to get a holds notification via text (SMS), is there a way that SIP can access that information also? A library that has an AMH (connected via SIP) would like to have that phone number appear on a receipt template. I could not find that information anywhere in SIP. Susan Ciani Systems Networking Manager C/W MARS, INC 67 Millbrook Street Suite 201 Worcester, MA 01605 508-755-3323 ext 18 Fax: 508-755-3721 [logo] Thomas Berezansky Merrimack Valley Library Consortium
Re: [OPEN-ILS-GENERAL] help with fix due date check out
One question to start with: Is your fixed date more than 4 weeks away or less? If more, did you set the option to make it take effect always instead of just being a cut off date? Quoting Janice Huber janice.hu...@asburyseminary.edu: We are getting ready to go live in July. I have been struggling to get a successful test of the fixed due date check out. I was under the belief that I could set a cir rule that would make that happen but when I check out a book to myself it only gives me the default four weeks. Any ideas? Any volunteers to talk with me by phone? Many, many thanks, Janice Huber Information Commons Manager 204 N Lexington Ave Wilmore, KY 40390 859.858.2230 Thomas Berezansky Merrimack Valley Library Consortium
Re: [OPEN-ILS-GENERAL] self-registration agreement
On the subject of adding to the patron registration/edit screen: You can add something like that globally by editing Open-ILS/src/templates/actor/user/register.tt2 to add your message to the bottom of the screen (before that last [% END %]). Then you can use whatever HTML you want. Alternatively, just have a stack of agreement sheets that you attach the printed record to (I suspect that the printed record will be more than one page anyway), then it doesn't need to show up in the staff client at all. Quoting Holly Brennan haderh...@ci.homer.ak.us: Has anyone added an agreement for patrons to go along with patron self-registration? Such as I understand that I am responsible... blah blah blah We would like to have something to agree to when patrons complete the registration in person and they sign something (we're thinking of printing out their registration page). The two ideas I have are: -Add a blurb on the online registration so when they click Submit they are agreeing (con: This disappears with the transaction and can't be pointed to later on) - Add a blurb somehow in the staff patron registration so it prints with all the info (con: I have no idea how to edit the registration area, or if there is a character limit to each registration piece in the staff client) I like option 2, since it would print and patrons would sign just below it. We'd then have it all on paper if we needed to go back to it. Our library has a few custom registration pieces (gender and residency) which appear at the bottom of the page, so I'm thinking of somehow adding another piece, which will really just be a few sentences and not really an option. Perhaps a checkbox that reads I understand... and is auto-checked for every patron (like Valid Address). Interested in any and all ideas on how others might have done this... or not. Perhaps you've done away with the agreement all together (since no one reads it anyway). Thanks, team! -Holly Holly Brennan Library Technology Specialist Homer Public Library 907-235-3180 (main) 907-435-3154 (direct) hbren...@cityofhomer-ak.gov Thomas Berezansky Merrimack Valley Library Consortium
Re: [OPEN-ILS-GENERAL] To Displaying date format in the Receipt Template Output (Michele Morgan)
The DATE_FORMAT macro only works when you hand it a non-formatted date. Shelf expire time is an example (and is the reason DATE_FORMAT exists, I couldn't get agreement on the output for shelf expire time so I didn't format it and provided the format macro instead). Most dates provided to the receipt templates get formatted ahead of time and thus can't be re-formatted with it. :( As an alternate, use substring manipulation: %SUBSTR(-9,-100)%%due_date%%SUBSTR_END% With negative numbers in the start and length positions that says: Start 9 characters from the end of the string, then show 100 characters before that. 11:59 PM is 9 characters, and thus doesn't get shown. Length is optional and if not specified will be from where you said to start to the end of the string - Thus if omitted from the above would give you just the 11:59 PM piece. Also useful for: last 4 digits of barcode %SUBSTR(-4)%... last 4 non-checksum digits of barcode: %SUBSTR(-5,4)%... first 10 characters of last name %SUBSTR(0,10)%... etc Quoting Jayaraj JR jaya...@iisertvm.ac.in: Michele Morgan, I have made change in the receipt template as suggested by you. %DATE_FORMAT(%due_date%, %d/%m/%Y)% In the preview of the template it gives the date only as output while in the printed receipt both date and time is not displayed. When %due_date% alone is given, in the preview only the date format is displayed. While printing the receipt both date and time prints. In the checkout window of the patron due date column gives both and time. Is there any other way available to print due date only in the date format. -- Jayaraj J R Library Information Assistant Central Library IISER Thiruvananthapuram Thomas Berezansky Merrimack Valley Library Consortium
Re: [OPEN-ILS-GENERAL] Standing Penalties
My understanding of the set: Circ is checkout an item not on the hold shelf Fulfill is checkout an item on the hold shelf Hold is place a hold Capture is capture a copy to fill a hold Renew is renew an already checked out copy Thomas Berezansky Merrimack Valley Library Consortium Quoting Deana Cunningham deana.cunning...@granvillecounty.org: Srey Seng - Thank you for your answer to my question regarding the standing penalty labeled fulfill. I still don't quite think I've got it right. There are five potential penalties - Circ, Fulfill, Hold, Capture, renew. I would think circ means check out, hold means place a hold, capture means capture an item for the hold, and renew means renew. Anyone want to chime in on the fulfill penalty? 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
Re: [OPEN-ILS-GENERAL] Circulation policy setting - circulation duration rules
If renewals are working, and you didn't intend to have renewal-specific rules, I would update the rules to set is_renewal to NULL to see if it fixes things. It being set to true would make the rules only apply to renewals. This can be done with the following SQL statement: UPDATE config.circ_matrix_matchpoint SET is_renewal = NULL; You will, obviously, need to be more careful if you do have renewal-specific rules in place. Thomas Berezansky Merrimack Valley Library Consortium Quoting Cerninakova Eva cer...@jabok.cz: Hello everyone, I am setting circulation policies for new Evergreen system in Evangelical Theological Seminary Library and I came across a problem with circulation duration rules application when checking out materials. The library has the four patron permission groups. Different circulation policies were created for those groups, with various circulation duration rules assigned to each group. There exist also default circulation policy for default (parent) permission group ,?User? in the system. The problem occurs when checking out materials. The circulation duration rule assigned to permission group ?User? is always applied to ALL circulations regardless of patron permission group and circulation policy assigned (E.G. circulation duration rule ?60_days_3_renew? should be applied to permission group ?Internal students? by checkout but instead of it the duration rule ?28_days_1_renew? assigned to group ?Users? is applied). When renewing checked out materials, the circulation duration rules are applied correctly (in accordance with the assigned circulation policy and circulation duration rule) . I tried to deactivate the default circulation policy for ?User? group (i.e. set the circulation policy parameter ?active? for permission group User to ?FALSE?), but when the circulation policy for group ?User? is not active, the pop-up window appears with error message ?Exceptions: no_matchpoint? and it is not possible to check out any copy. It is important to solve the problem, because the library needs various circulation duration for each patron permission group. Thanks in advance for any ideas :-). Eva -- Mgr. Eva Cerni?áková cer...@jabok.cz Tel. +420 211 222 409 Knihovna Jabok http:/knihovna.jabok.cz Tel. +420 211 222 410 Jabok - Vy??í odborná ?kola sociáln? pedagogická a teologická Salmovská 8, 120 00 Praha 2
Re: [OPEN-ILS-GENERAL] Novelist Added Content
I use apache rewrite maps to do per-hostname definitions of that particular ENV variable for MVLC. Obviously that won't work as well if you aren't using different hostnames (subdomains or otherwise) per library, though. Thomas Berezansky Merrimack Valley Library Consortium Quoting Michael Schell msch...@forterie.library.on.ca: Hi All, I've noticed that the URL and login info for the Novelist added content has been moved to an environment variable in eg_vhost.conf. Our consortium does not have a shared catalogue so each Library has their own Novelist URL/login that points to our holdings. In the past we were able to use our own Novelist subscriptions because it was based on the rdetail_ files in our own separate skin directory. What would be the best way to either move this back to the new TPAC templates or declare multiple variables in eg_vhost.conf. Thanks, Michael Schell Systems Administrator Fort Erie Public Library 905-871-2546 x301 msch...@fepl.ca www.fepl.ca
Re: [OPEN-ILS-GENERAL] Novelist Added Content
I have a branch that has some of the basics we use: http://git.evergreen-ils.org/?p=working/Evergreen.git;a=shortlog;h=refs/heads/user/tsbere/apache_lib_urls For our production system I added another file to be loaded for novelist codes: RewriteMap libnovelu txt:/openils/conf/libnovelu.txt A lookup in it: RewriteRule . - [E=libnovelu:${libnovelu:%{ENV:libcode}|NONE}] And a rule to activate it: RewriteCond %{ENV:libnovelu} !^NONE$ RewriteRule . - [E=OILS_NOVELIST_URL:http://imageserver.ebscohost.com/eit/eitinit.js?auth=profileprofile=%{ENV:libnovelu}pwd=COMMONPASSWORDcfg=Y] Obviously you would need to adjust as needed, possibly including the entire URL instead of just the profile code if each library has different passwords and such. Thomas Berezansky Merrimack Valley Library Consortium Quoting Michael Schell msch...@forterie.library.on.ca: Thanks for the Reply Thomas, We are using different subdomains (ie. forterie.niagaraevergreen.ca and lincoln.niagaraevergreen.ca) so rewrite maps could possibly work. Could you tell me about using rewrite maps in this context like I'm 5 years old? I just checked the apache docs page and followed the concept but not how to implement. currently my eg_vhost.conf file has and entry of: # Novelist SetEnv OILS_NOVELIST_URL http://imageserver.ebscohost.com/novelistselect/ns2init.js SetEnv OILS_NOVELIST_PROFILE s**8.main.novsel2 SetEnv OILS_NOVELIST_PASSWORD d**Y8UiwprAA Thanks, Michael Schell Systems Administrator Fort Erie Public Library 905-871-2546 x301 msch...@fepl.ca www.fepl.ca -open-ils-general-boun...@list.georgialibraries.org wrote: - To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org From: Thomas Berezansky Sent by: open-ils-general-boun...@list.georgialibraries.org Date: 03/21/2013 02:08PM Subject: Re: [OPEN-ILS-GENERAL] Novelist Added Content I use apache rewrite maps to do per-hostname definitions of that particular ENV variable for MVLC. Obviously that won't work as well if you aren't using different hostnames (subdomains or otherwise) per library, though. Thomas Berezansky Merrimack Valley Library Consortium Quoting Michael Schell msch...@forterie.library.on.ca: Hi All, I've noticed that the URL and login info for the Novelist added content has been moved to an environment variable in eg_vhost.conf. Our consortium does not have a shared catalogue so each Library has their own Novelist URL/login that points to our holdings. In the past we were able to use our own Novelist subscriptions because it was based on the rdetail_ files in our own separate skin directory. What would be the best way to either move this back to the new TPAC templates or declare multiple variables in eg_vhost.conf. Thanks, Michael Schell Systems Administrator Fort Erie Public Library 905-871-2546 x301 msch...@fepl.ca www.fepl.ca
Re: [OPEN-ILS-GENERAL] Activity metric for relevance
The current plan would not take into account how recent the circs (or holds) were, just that they were within a configurable time period of the time the cronjob that counts them last ran (default will likely be to include those from within the last 6 to 12 months). If you have an algorithm you think would work well and are willing to share we would gladly include that as an option when doing the work, though. We would not, however, be able to make it a per-bump option with the way we currently plan on storing the circ and hold counts, so instead it would function as an overall modifier to the circ/hold count numbers. Though even as I type this email I have thoughts on how we could change that if the feeling is that it should be at least partially bump-to-bump configurable. Thomas Berezansky Merrimack Valley Library Consortium Quoting Mike Rylander mrylan...@gmail.com: Kathy, Have you considered allowing an aging parameter for some bumps, so that newer data toward the near end of the horizon is considered more important? For instance, spikes in circulation might have a larger short term effect on relevance, but over time, while still being factored into relevance, would be less important though still considered in the bump logic. I ask because I have a simple algorithm I'm using in another project, to be debuted at the conference, that may be portable to this work. --miker On Thu, Mar 14, 2013 at 3:53 PM, Kathy Lussier kluss...@masslnc.org wrote: Hi all, MassLNC is working with our partners at MVLC to develop an activity metric (aka popularity metric) that will allow sites to rank more popular items a little higher in search results than items that don't see as much activity. I've raised this idea on the list before. Although Evergreen allows sites to adjust relevancy based on the appearance of keywords in certain fields, which is highly useful, our hope is that this additional functionality will lead to further improvement when ranking results by relevance. As an example, if a user were conducting a keyword search on abraham lincoln, there are many titles in most US libraries where the words abraham lincoln show up in the title. There would be no way to tease out the titles that are getting the most attention by readers. In fact, a title like Team of Rivals ranks very low in our search results even though there is a high likelihood it is the title the patron is seeking. By applying a metric based on activity, we might be able to see those more-recently popular titles floating higher in the search results list. I would like to share MVLC's proposal outlining the details for implementing this project. The proposal is available at http://masslnc.cwmars.org/**node/2757http://masslnc.cwmars.org/node/2757. It provides a lot of flexibility in allowing sites to define what high activity means to them. Circulation activity, holds activity, total copies, and publication age/bib record age can all be used as an activity metric. If you have any feedback or questions, feel free to let us know. Kathy -- Kathy Lussier Project Coordinator Massachusetts Library Network Cooperative (508) 343-0128 kluss...@masslnc.org Twitter: http://www.twitter.com/**kmlussierhttp://www.twitter.com/kmlussier -- Mike Rylander | Director of Research and Development | Equinox Software, Inc. / Your Library's Guide to Open Source | phone: 1-877-OPEN-ILS (673-6457) | email: mi...@esilibrary.com | web: http://www.esilibrary.com
Re: [OPEN-ILS-GENERAL] Please take our survey! (New EG Reports Interface)
A number of the things in that survey appear to be PINES-specific and not applicable to the community at large. This includes things such as legacy stat cat information, collection language implications (primarily english with a large spanish subset, it looks like), and mention of things like IntraPINES. Overall I think the survey needs to be re-worked from a more neutral standpoint if the community is supposed to be involved. Thomas Berezansky Merrimack Valley Library Consortium Quoting chtrot...@ocrl.org: Hello, everyone, The PINES Reports Working Group is working on requirements for a new reports interface for Evergreen. We hope to streamline and simplify the process for running basic daily reports so that front-line staff and directors can get the information they need quickly and independently of technical staff. (The new interface will not recreate or replace the existing reports interface.) Now we need your help! Please help us identify what information is most needed by front-line staff and directors by completing the following 15-20 minute survey by Friday, March 8th: http://www.surveymonkey.com/s/BQKTGRX If you would like to review the questions before beginning the survey, please see the following PDF: http://pines.georgialibraries.org/files/EG%20New%20Reports%20Interface%20Sur vey.pdf Any inquiries about this project, can be sent to: mailto:pines-reports...@list.georgialibraries.org pines-reports...@list.georgialibraries.org Many thanks, Cristina -- Cristina Hernandez Trotter Head of Reference Dept. and Heritage Center Oconee Regional Library System 801 Bellevue Ave. Dublin, GA 31021 478-272-5710 (phone) 478-272-0524 (fax) http://www.ocrl.org/ www.ocrl.org
Re: [OPEN-ILS-GENERAL] Phone Renewals in Evergreen
It should be based on the workstation library, regardless of what account is logged into it. Thomas Berezansky Merrimack Valley Library Consortium Quoting James Wagner wag...@lincoln.library.on.ca: We are trying to figure out which branch of a library gets the stats when a staff member does a phone renewal from their work desk (as opposed to from the circulation desk). Staff move between branches, but their accounts are associated with a particular branch. However, each workstation is also registered to a branch. So, how is the phone renewal recorded statistically in Evergreen? a) Based on library owning the item? b)Based on library lending the item? c) Based on patron's home library? d)Based on location of circulation computer? e) Based on location of staff member answering the phone? My report criteria includes the following: Display Fields are Check Out Date Circulating Library Count Location Code Base Filters are Circulating Library Check Out Date / Time James Wagner Technical Services Co-ordinator Lincoln Public Library Vineland, Ontario 905-563-2799 ext 216 wag...@lincoln.library.on.ca
Re: [OPEN-ILS-GENERAL] Possible Development Idea
My personal view is that the status should still go to Available, period. However, I could see assigning a field that overrides for display purposes in the OPAC. A table of such values could include a Always or just when Available flag, and doing something like %s in the name could inject the real status name when always replacing. Thus you could end up with Available replaced by Walk In Loan or have the status say Walk In Loan - %s to get things like Walk In Loan - Available and Walk In Loan - Checked Out. This also removes the need for fighting with overrides on the status at checkout, as the real status isn't a custom one, and prevents us from having to change reshelving code because it would still be pushing things to Available. Thomas Berezansky Merrimack Valley Library Consortium Quoting Tim Spindler tspind...@cwmars.org: I'm not sure but I think there are two ways the interface could work (and I could envision both options being available). - A flag in the copy record that indicates the status is essentially sticky and return after reshelving to the status once it is checked in. - Another field where the status itself is marked as sticky. In other case, if status is meant to be temporary as you suggest, it wouldn't retain that status.The cases below are how some of our libraries want to use it now. I think the best example may be where a library is using Walkin Loan to clearly identify to their patrons that the item is non-holdable but there as a courtesy for those patrons who come to the library to get an item rather than using the holds system. Tim On Tue, Jan 15, 2013 at 10:24 AM, Hardy, Elaine eha...@georgialibraries.org wrote: Under use case #2, how would you then configure the system so that you could easily remove the item from storage to available in a case where storage is a temporary status? ** ** *Elaine* -- J. Elaine Hardy PINES Bibliographic Projects Metadata 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 *Tim Spindler *Sent:* Friday, January 11, 2013 2:52 PM *To:* Evergreen Development Discussion List; Evergreen Discussion Group *Subject:* [OPEN-ILS-GENERAL] Possible Development Idea ** ** We are in the process at prioritizing some development projects for C/W MARS. I have started to write some specs for one project and wanted to check with the community to see how others felt. A number of our libraries liked this functionality coming from an Innovative system. Tom Berezansky questioned it because it is counter to the purpose of status and he was arguing (and correct me where I am wrong) that a library should be using shelf location and not a status for this purpose. However, I can imagine instances where you might want different statuses for the same shelf location. *Restore Original Status of Item after Checkin* *Idea:* Restore proper status when an item is checked in (Reference Development Ideas #30) *Description: *Copies checked out in Evergreen have the status changed to Checked Out. There is no mechanism to retain the status of the item prior to checkout. When the item is returned, the checkout status defaults to Available. *Expected Functionality* · An item is checked out and the status changes to Checked Out as it does in the current system (2.3.1) · The item is checked in and returns to the status prior to the above checkout while still using the interim status of reshelving. · Some statuses such as lost, repair and missing should be allowed to be permanently removed. *Use Case 1* Joe Circulation has a student who brings to the desk an item that was on course reserves with the status of course reserves. The item is checked out and the status of the item changes to Checked Out with a a loan period of 3 hours. The student returns the item and it is checked in and the status returns to Reshelving and thenReserves. *Use Case 2* We have many books with the status of storage. When the book gets checked out, we are asked if we want to force the action, which is to check it out. Of course, when it is returned, the status of storage is gone. When checked back in, the status would return to Reshelving and then Storage. -- Tim Spindler Manager of Library Applications tspind...@cwmars.org 508-755-3323 x20 C/W MARS, Inc. 67 Millbrook St, Suite 201 Worcester, MA 01606 http://www.cwmars.org *P** Go Green - **Save a tree! Please don't print this e-mail unless it's really necessary.* -- Tim Spindler Manager of Library
Re: [OPEN-ILS-GENERAL] Proposal to change Evergreen versioning scheme
Git doesn't require a local git server. You can use git as a client only, you don't even need SSH keys in the community server. git clone git://git.evergreen-ils.org/Evergreen.git will make an Evergreen folder very similar to a tarball extraction, though initially set to master. Add something like -b tags/rel_2_3_2 to the command will load the specified branch right away, skipping the need to run git checkout tags/rel_2_3_2 in the folder afterwards. Granted there are a couple of extra steps when using git, and you need more packages if you want to build translations, but it isn't that much harder than downloading the tarball and extracting it and we have most of the extra steps well documented at this point. Thomas Berezansky Merrimack Valley Library Consortium Quoting Lori Bowen Ayre lori.a...@galecia.com: Just to throw another perspective in hereI DO think the fact that Evergreen is still on version 2.x matters. I might not use the word stagnating, but it creates the impression of large ship slowly making its way when in fact, I know some of the changes have been huge. Giving the version numbers meaning has got to help everyone so either tying them to other underlying changes (e.g. new version of PostgreSQL being required) makes sense. But attaching to the year also makes sense so I (as an outside observer who tries to help people understand what's going on here) would support that! I do have a concern about your talk of eliminating tarballs in favor of Git. While I always urge people to use Git if they can, there are plenty of smaller installations for whom a Git server requirement would put Evergreen out of reach. I guess these people would be obligated to use a service provider as their hosting agency. Or am I missing something? Lori On Fri, Jan 4, 2013 at 8:07 AM, Jason Stephenson jstephen...@mvlc.orgwrote: Quoting Sharp, Chris csh...@georgialibraries.org: As long as the tagged git version and the tarball match, I have no problem with suggesting either, but I think tarballs are standard and expected in F/LOSS projects. They are becoming less so as more projects switch to git or some other distributed version control system. Mplayer2 is one project that has abandoned tarballs and versioned releases completely. There is another place where versioned releases are tarballs help. That is with packaging software for distribution with certain GNU/Linux flavors. Most of their binary packaging systems depend on certain versioning styles to determine when to upgrade an installed package. Currently, this is not an issue for Evergreen, since the only way to install it at present is to compile it from source code. However, several in the community have ambitions of creating binary packages for Debian, Ubuntu, or Fedora that users can just install and hopefully everything just works. Not having tarballs and versions will make their work slightly more difficult. If we're voting again on version schemes, I would vote for the Ubuntu-style YY.MM type. After all, when you run from the master branch in git, the date you build it is more or less your version. -- Jason Stephenson Assistant Director for Technology Services Merrimack Valley Library Consortium Chief Bug Wrangler, Evergreen ILS
Re: [OPEN-ILS-GENERAL] Inventory module
I seem to recall this coming up before, and I seem to recall handing out information I had come up with, but I don't recall anyone actually doing anything about it. I have some basic thoughts on how to accomplish some pieces with minimal issues, and the rest that I am aware of could then be easily accomplished with reports. But I haven't had time (or pressing need) to develop any of it. Thomas Berezansky Merrimack Valley Library Consortium Quoting Buzzy Nielsen bu...@hoodriverlibrary.org: Hi everyone, Our consortium (Sage Library System) potentially has access to a bit of money that we could use to further develop Evergreen. In thinking of projects that would benefit all of our members and other Evergreen libraries, we were thinking about an inventory module. Specifically, we're looking for a module that would allow for member libraries to conduct thorough inventories and produce reports of missing items, etc., without requiring intervention of a systems administrator. I hope that makes sense! Is there already an effort underway to develop such a module? If so, whom would I contact to learn more about what's happening and how we could contribute to the efforts? Thanks for your help with this! Cheers! Buzzy Nielsen Library Director Hood River County Library District 502 State St Hood River, OR 97031 541-387-7062 http://hoodriverlibrary.org
Re: [OPEN-ILS-GENERAL] Web-based Evergreen in the plans?
I don't believe so. In fact, I am personally for moving *away* from some of the browser compatible interfaces we do have (most of which are for configuration purposes only anyway). Thomas Berezansky Merrimack Valley Library Consortium Quoting Jennifer Bielewski jennifer.bielew...@lyrasis.org: Hi Evergreen Community, Are there any plans for a completely web-based Evergreen? Meaning no download of the staff client and all is on the web? Thanks! Jennifer Bielewski LTS Representative LYRASIS jennifer.bielew...@lyrasis.orgmailto:jennifer.bielew...@lyrasis.org 404.892.0943 x3848 Viannin (Jenn Bielewski) Skype 1438 West Peachtree Street NW Suite 200 Atlanta, GA 30309 Toll Free: 800.999.8558 Fax: 404.892.7879 www.lyrasis.orghttp://www.lyrasis.org/ LYRASIS: Great Libraries. Strong Communities. Innovative Answers. Many LYRASIS Members have submitted videos highlighting how their library or cultural heritage institution is thriving. To submit a video, please emailmailto:membercommunicati...@lyrasis.org?subject=Video us a link.
Re: [OPEN-ILS-GENERAL] TPAC Main search drop down
If available I recommend using the OPAC Visible, Search Label, and Is Simple Selector options. The latter puts the option above a -- line to keep it at the top and is most useful with code values that are comma delimited sets (like, say, a,t to get both kinds of language material). Turning OPAC Visible off will hide values without needing to delete them, and the Search Label overrides Value for the search boxes but allows the MARC values to appear in reports if they are based on reading things from the value maps as a translator for human benefit. Thomas Berezansky Merrimack Valley Library Consortium Quoting Soulliere, Robert robert.soulli...@mohawkcollege.ca: Hi Michael. To change those, you need to edit the names or remove them in the staff client. Go to Admin - Server Administration - MARC Coded Value Maps In the Record Attribute Type drop-down, select Type: This should pull up the list corresponding to your TPAC options. Edit the Value field to change label in the TPAC. Delete list items as desired. Warning: I think this will effect all library TPACs in your consortium, so consult others as needed. ;-) Regards, Robert Robert Soulliere, BA (Hons), MLIS Digital Systems Librarian Mohawk College Library robert.soulli...@mohawkcollege.ca Telephone: 905 575 1212 x3936 Fax: 905 575 2011 From: open-ils-general-boun...@list.georgialibraries.org [open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Michael Schell [msch...@forterie.library.on.ca] Sent: November 15, 2012 2:50 PM To: open-ils-general@list.georgialibraries.org Subject: [OPEN-ILS-GENERAL] TPAC Main search drop down Hi Everyone, I am trying to modify the pull down list of the main search box on the Tpac. Currently the choices include: All Departments, Three-dimensional artifact or naturally occurring object, Two-dimensional nonprojectable graphic and others. I would like to change this to things like: Books, Movies TV, Music etc. as well as remove a few of the others. I know this is being generated from the coded_value_selector.tt2 file but thats about it. Any assistance would be appreciated. Thanks, Michael Schell Systems Administrator Fort Erie Public Library 905-871-2546 x301 msch...@fepl.ca www.fepl.ca This E-mail contains privileged and confidential information intended only for the individual or entity named in the message. If the reader of this message is not the intended recipient, or the agent responsible to deliver it to the intended recipient, you are hereby notified that any review, dissemination, distribution or copying of this communication is prohibited. If this communication was received in error, please notify the sender by reply E-mail immediately, and delete and destroy the original message.
Re: [OPEN-ILS-GENERAL] TPAC Main search drop down
Still in the MARC Coded Value Maps editor, they are additional options within it when available. Thomas Berezansky Merrimack Valley Library Consortium Quoting Michael Schell msch...@forterie.library.on.ca: Thanks Thomas, That sounds interesting but I'm not following where those options are. Thanks, Michael Schell Systems Administrator Fort Erie Public Library 905-871-2546 x301 msch...@fepl.ca www.fepl.ca -open-ils-general-boun...@list.georgialibraries.org wrote: - To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org From: Thomas Berezansky Sent by: open-ils-general-boun...@list.georgialibraries.org Date: 11/15/2012 03:11PM Subject: Re: [OPEN-ILS-GENERAL] TPAC Main search drop down If available I recommend using the OPAC Visible, Search Label, and Is Simple Selector options. The latter puts the option above a -- line to keep it at the top and is most useful with code values that are comma delimited sets (like, say, a,t to get both kinds of language material). Turning OPAC Visible off will hide values without needing to delete them, and the Search Label overrides Value for the search boxes but allows the MARC values to appear in reports if they are based on reading things from the value maps as a translator for human benefit. Thomas Berezansky Merrimack Valley Library Consortium Quoting Soulliere, Robert robert.soulli...@mohawkcollege.ca: Hi Michael. To change those, you need to edit the names or remove them in the staff client. Go to Admin - Server Administration - MARC Coded Value Maps In the Record Attribute Type drop-down, select Type: This should pull up the list corresponding to your TPAC options. Edit the Value field to change label in the TPAC. Delete list items as desired. Warning: I think this will effect all library TPACs in your consortium, so consult others as needed. ;-) Regards, Robert Robert Soulliere, BA (Hons), MLIS Digital Systems Librarian Mohawk College Library robert.soulli...@mohawkcollege.ca Telephone: 905 575 1212 x3936 Fax: 905 575 2011 From: open-ils-general-boun...@list.georgialibraries.org [open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Michael Schell [msch...@forterie.library.on.ca] Sent: November 15, 2012 2:50 PM To: open-ils-general@list.georgialibraries.org Subject: [OPEN-ILS-GENERAL] TPAC Main search drop down Hi Everyone, I am trying to modify the pull down list of the main search box on the Tpac. Currently the choices include: All Departments, Three-dimensional artifact or naturally occurring object, Two-dimensional nonprojectable graphic and others. I would like to change this to things like: Books, Movies TV, Music etc. as well as remove a few of the others. I know this is being generated from the coded_value_selector.tt2 file but thats about it. Any assistance would be appreciated. Thanks, Michael Schell Systems Administrator Fort Erie Public Library 905-871-2546 x301 msch...@fepl.ca www.fepl.ca This E-mail contains privileged and confidential information intended only for the individual or entity named in the message. If the reader of this message is not the intended recipient, or the agent responsible to deliver it to the intended recipient, you are hereby notified that any review, dissemination, distribution or copying of this communication is prohibited. If this communication was received in error, please notify the sender by reply E-mail immediately, and delete and destroy the original message.
Re: [OPEN-ILS-GENERAL] FW: [TECHTALK] evergreen macro codes
Adding middle name and expiration date isn't hard. This isn't fully tested, though: http://git.evergreen-ils.org/?p=working/Evergreen.git;a=shortlog;h=refs/heads/user/tsbere/more_macros Thomas Berezansky Merrimack Valley Library Consortium Quoting Lori Bowen Ayre lori.a...@galecia.com: Adding a variable for library card expiration date so people could display that info on a receipt seems like a great idea. Would that be a hard thing to add? Lori On Wed, Sep 26, 2012 at 8:53 AM, Lynn Floyd lfl...@andersonlibrary.orgwrote: That is correct. The only Macros currently linked to patrons are: %PATRON_FIRSTNAME%:: First name of Patron %PATRON_LASTNAME%:: Last name of Patron %PATRON_BARCODE% or %patron_barcode%:: Patron Barcode %PATRON_ALIAS%:: Patron´s Alias ** ** 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 *George Tuttle *Sent:* Wednesday, September 26, 2012 10:20 AM *To:* 'Evergreen Discussion Group' *Subject:* [OPEN-ILS-GENERAL] FW: [TECHTALK] evergreen macro codes ** ** Got the following question. I think the answer is: No, at this point, having the patron privilege expiration date on the check out receipt is not possible. Is that right? ** ** George Tuttle Computer Services Librarian Piedmont Regional Library System 770-867-2762 x113 770-891-0654 (cell) 770-867-7483 (fax) gtut...@prlib.org ** ** *[image: littleone]* ** ** *From:* techtalk-boun...@list.georgialibraries.org [mailto:techtalk-boun...@list.georgialibraries.org] *Sent:* Wednesday, September 26, 2012 8:40 AM *To:* techt...@list.georgialibraries.org *Subject:* [TECHTALK] evergreen macro codes ** ** Morning all: Anyone know of a macro code for the patron privilege expiration date that can added to the receipt? One of our biggest complaints is that they never knew cards expired, and I feel adding this would be beneficial. Thanks ahead of time. ** ** ** **
Re: [OPEN-ILS-GENERAL] Staff client software vs. web-based interface
When I say controlling the printer I mean configuring the printer settings for a given print job and printing without user interaction. Web browsers don't like pages printing themselves without users being prompted. Thomas Berezansky Merrimack Valley Library Consortium Quoting Lazar, Alexey Vladimirovich alexey.la...@mnsu.edu: On Sep 20, 2012, at 10:33 , Thomas Berezansky wrote: The majority of the benefit to an actual client compared to a web based interface is in printing. Web browsers don't allow web pages to control the printer. Beyond that we get our own menus and toolbars, for example. CSS styles for print offer pretty good control over print output. This presumes that the screen styles and HTML are structured with print output as a consideration. Last time I really worked with this was probably half a decade ago or so, but at that time I was able to generate custom headers for print output, control font display, exclude page sections from printing and even print out full URL link text for links using at that time draft implementations of CSS 3. Is that what you meant by controlling the printer? Otherwise there is always the option of generating PDF output. Besides what Thomas mentioned, are there any features that are possible with a client, but impossible though an admin website in a regular web browser? Alexey Quoting Lazar, Alexey Vladimirovich alexey.la...@mnsu.edu: Hello. I was browsing the http://evergreen-ils.org/downloads.php page and some linked areas, looking at all the different staff clients that are available and not available, and it got me thinking... Based on the fact that the Evergreen project releases come with the staff client only for Windows, does that make Evergreen Windows-only software? I see that there are some instructions for Mac and Linux on the downloads page in various states of freshness. I also see that Sitka provides pre-built clients, which is great, thanks. In terms of answering prospective customer questions, I think my answer is Windows-only, right? What is the reason for lack of official releases of staff client software for Mac OS (and Linux)? Is it strategy, because there is no need, or like with some other things, not enough volunteers? I was also curious if anyone could outline for me some benefits of using staff client software vs. a web-based administrative interface. I can easily think of some disadvantages, like lack of cross-platform compatibility, maintenance overhead, additional dependencies, but I'm guessing there are some advantages as well? Thanks. Alexey Lazar PALS Information System Developer and Integrator 507-389-2907 http://www.mnpals.org/ Alexey Lazar PALS Information System Developer and Integrator 507-389-2907 http://www.mnpals.org/
Re: [OPEN-ILS-GENERAL] Staff client software vs. web-based interface
At this point I believe we are packaging Linux clients. Mac clients are harder, as I don't think we can currently build them on Linux easily. A lack of test machines for those of us working on client building is another problem. Also, when building Evergreen itself later versions do custom client building, which includes a generic works with pre-installed XULRunner packaging in addition to the Windows and Linux clients. The majority of the benefit to an actual client compared to a web based interface is in printing. Web browsers don't allow web pages to control the printer. Beyond that we get our own menus and toolbars, for example. Note that the client is a XULRunner app, which means that in many ways it is similar to Firefox in general. Many of the admin interfaces can, if you know where to go, be used from within a web browser as well. Thomas Berezansky Merrimack Valley Library Consortium Quoting Lazar, Alexey Vladimirovich alexey.la...@mnsu.edu: Hello. I was browsing the http://evergreen-ils.org/downloads.php page and some linked areas, looking at all the different staff clients that are available and not available, and it got me thinking... Based on the fact that the Evergreen project releases come with the staff client only for Windows, does that make Evergreen Windows-only software? I see that there are some instructions for Mac and Linux on the downloads page in various states of freshness. I also see that Sitka provides pre-built clients, which is great, thanks. In terms of answering prospective customer questions, I think my answer is Windows-only, right? What is the reason for lack of official releases of staff client software for Mac OS (and Linux)? Is it strategy, because there is no need, or like with some other things, not enough volunteers? I was also curious if anyone could outline for me some benefits of using staff client software vs. a web-based administrative interface. I can easily think of some disadvantages, like lack of cross-platform compatibility, maintenance overhead, additional dependencies, but I'm guessing there are some advantages as well? Thanks. Alexey Lazar PALS Information System Developer and Integrator 507-389-2907 http://www.mnpals.org/
Re: [OPEN-ILS-GENERAL] Weeding Report
Also, for note, MVLC has *not* loaded them, and I currently have no interest in doing so. Thomas Berezansky Merrimack Valley Library Consortium Quoting Thomas Berezansky tsb...@mvlc.org: I am going to vote against including them by default, and vote for commenting out their IDL views by default instead. Having looked through some of the contents of that file it is making assumptions I don't like. Grabbing asset stat cats based on them being in specific IDs, for example, that may have no meaning on non-PINES systems. Basically, I think they make useful examples, but I don't think they should be installed by default. Thomas Berezansky Merrimack Valley Library Consortium Quoting Galen Charlton g...@esilibrary.com: Hi, On Thu, Sep 13, 2012 at 9:55 AM, Dan Scott d...@coffeecode.net wrote: On the other hand - if there are lots of sites are currently using the reporter extensions, then let's just add them to the stock database creation scripts and be done with it. I know we're using them, for example. Show of hands? I'm for just installing them by default. Regards, Galen -- Galen Charlton Director of Implementation Equinox Software, Inc. / The Open Source Experts email: g...@esilibrary.com direct: +1 770-709-5581 cell: +1 404-984-4366 skype: gmcharlt web:http://www.esilibrary.com/ Supporting Koha and Evergreen: http://koha-community.org http://evergreen-ils.org
Re: [OPEN-ILS-GENERAL] Weeding Report
I am going to assume that it isn't there because nothing installs it by default. There is an example reporter extension SQL file that contains it, but it doesn't get run by default during an install. Which makes me wonder if we should be removing, or at least commenting out, the IDL entries for these views. Thomas Berezansky Merrimack Valley Library Consortium Quoting Sharp, Chris csh...@georgialibraries.org: Rebecca, I gave it a shot, and got the following error message when I went to output: DBD::Pg::st execute failed: ERROR: relation reporter.classic_item_list does not exist at character 265 So you were able to create the template with the Classic Item List source but you got this error? If so, I would notify your system administrator about why that table (view, actually) isn't there. The report should be able to be created without that view, but that's definitely the most straightforward approach (assuming the view can be created in your database). Rebecca Larocque, BA (Hons), MLIS Head of Information Services North Bay Public Library 271 Worthington St. E, North Bay ON P1B 1H1 Phone: (705) 474-4830 x2821 Fax: (705) 495-4010 http://www.cityofnorthbay.ca/library -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Sharp, Chris Sent: Wednesday, September 12, 2012 8:28 AM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Weeding Report Rebecca, If I were you, I would use the Classic Item List source, which contains all the fields you're looking to display (including use count). Here's what I just did for a test template: Use Classic Item List source; nullability selection disabled Displayed Fields: Classic Item List - Callnumber Label as Call Number Label Classic Item List - Title Classic Item List - Barcode Classic Item List - Use Count as Total Circulation Count Base Filters: Classic Item List - Use Count - Less than or equal to - 10 Classic Item List - Circ Modifier - In list Classic Item List - Circ Lib - Organizational Unit ID - In list If I were creating this template for PINES, I would also display the org unit shortname (Classic Item List - Circ Lib - Short (Policy) Name) since that would allow you to print a master weeding list for an entire system and subdivide it from there. I hope that's helpful! Please test it out and feel free to let me know if it still doesn't work for you Chris - Original Message - From: Rebecca Larocque rebecca.laroc...@cityofnorthbay.ca To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org Sent: Tuesday, September 11, 2012 4:44:28 PM Subject: Re: [OPEN-ILS-GENERAL] Weeding Report Hi Chris, Sure - I've attached it as a text file. Have at it! r. Rebecca Larocque, BA (Hons), MLIS Head of Information Services North Bay Public Library 271 Worthington St. E, North Bay ON P1B 1H1 Phone: (705) 474-4830 x2821 Fax: (705) 495-4010 http://www.cityofnorthbay.ca/library -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Sharp, Chris Sent: Tuesday, September 11, 2012 3:50 PM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Weeding Report Rebecca, Would you be willing to share the Generated SQL from your Debugging Info? It's possible someone can make a recommendation based on that. Thanks, Chris - Original Message - From: Rebecca Larocque rebecca.laroc...@cityofnorthbay.ca To: Open-ILS General Listserv (open-ils-general@list.georgialibraries.org) open-ils-general@list.georgialibraries.org Sent: Tuesday, September 11, 2012 2:49:43 PM Subject: [OPEN-ILS-GENERAL] Weeding Report Good afternoon all, This subject has come up from time to time, and the response has been vague. What I?m looking for is suggestions on how to create weeding reports, to see how other libraries are doing it, what filters to use, etc. Currently, we?re still on 2.0.7, and the report I wrote filters on the following: · Organization ID · Total Circulation Count (with the operator set to ?Less than or equal to?) ? we?ve been on the system for almost a year, so anything that hasn?t circulated 10 times (or less than once a month) can go · Circulation Modifier code (with the operator set to ?In List?) ? because I want to weed certain AV collections The results aren?t that great: · I?m getting far fewer results than I?m expecting (i.e. the VHS video collection is lightly used, and considering that a big chunk of it is in storage and never go out, I should be getting all of them but I don?t. Ditto the Talking Book on Cassette collection.) · It?s picking up material with other circ modifiers. Can anyone offer suggestions, pointers, corrections and whatnot
Re: [OPEN-ILS-GENERAL] Alert flag appears with no alert
Alternative idea: When checking if there is an alert message trim the message. If it empty after trimming then don't actually consider it to exist. Then you don't have to worry about existing bad data or edits that bypass the don't save all whitespace alert messages code. Thomas Berezansky Merrimack Valley Library Consortium Quoting Ben Shum bs...@biblio.org: Hi Jim, For me, I've seen enough random nonsensical data migrate from our previous legacy systems into Evergreen to not trust that the data is meant to make sense from the get-go. We've done quite a bit of data cleanup in our database post-migrations. That said, are you suggesting that there ought to be a way for Evergreen to detect when staff are adding to an alert field only spaces and prevent the field from being saved? If so, I think that'd be an interesting new feature to consider. -- Ben On 09/07/2012 08:51 AM, Jim Frey wrote: Not sure if this is a feature request or a bug -- a patron record was flagged for an alert even though there was no visible alert text. The 'alert' consisted of 3 spaces which went undetected by the staff. Deleting the spaces removed the flag. Evergreen v2.2.1 Jim Frey Systems Emerging Technology Librarian Pioneer Library System 2557 State Rt. 21 Canandaigua, New York 14424 Voice: (585) 394-8260 Fax: (585) 394-1935 -- Benjamin Shum Open Source Software Coordinator Bibliomation, Inc. 32 Crest Road Middlebury, CT 06762 203-577-4070, ext. 113
Re: [OPEN-ILS-GENERAL] Next community meeting is 14 September 2012, 17:00 UTC+0
I question how those who can't participate via IRC (assuming that is a goal here) and those who can't participate via the conference call will interact with each other. Not that I am sure I would be attending either way, but I am much more likely to participate in IRC than on a conference call. Thomas Berezansky Merrimack Valley Library Consortium Quoting Jason Etheridge ja...@esilibrary.com: Any objections to having this meeting on conference call in parallel to the IRC? I don't like the idea, but I don't necessarily object. Worth trying new things and learning from the results. :) -- Jason Etheridge | Equinox Software, Inc. / The Open Source Experts | phone: 1-877-OPEN-ILS (673-6457) | email: ja...@esilibrary.com | web: http://www.esilibrary.com | Supporting Koha and Evergreen: http://koha-community.org http://evergreen-ils.org
Re: [OPEN-ILS-GENERAL] permissions and editing patron records
Each permission group has a permission assigned to it that you would need to grant for people to be able to edit those patrons. You can see what is assigned by looking at the permission/profile groups themselves. MVLC has a patron group, for example, that we assign patron staff members to. Only our central site staff can edit that group, ensuring that desk staff and volunteers don't change the passwords of other staff members. Thomas Berezansky Merrimack Valley Library Consortium Quoting Erik Stevens technol...@haineslibrary.org: 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] Floating Collections
There is also this work I did that I think solves most of the issues described in this thread: http://git.evergreen-ils.org/?p=working/Evergreen.git;a=shortlog;h=refs/heads/user/tsbere/floating_groups Thomas Berezansky Merrimack Valley Library Consortium Quoting Jason Etheridge ja...@esilibrary.com: There's also the Suppress Non-Hold Transits Group library setting, which could be used to make entire library collections effectively float. The circ lib wouldn't be automatically changing, but the items wouldn't be springing home either. -- Jason Etheridge | Equinox Software, Inc. / The Open Source Experts | phone: 1-877-OPEN-ILS (673-6457) | email: ja...@esilibrary.com | web: http://www.esilibrary.com | Supporting Koha and Evergreen: http://koha-community.org http://evergreen-ils.org
Re: [OPEN-ILS-GENERAL] holds not picking up
I will point out that the retargeting modifier has two modes. In the default mode it will only attempt it on copies that are checked in as In Progress. In the secondary mode it will attempt it on any status. In both modes it only looks at local to the checkin location holds, and only if the copy is home. Thomas Berezansky Merrimack Valley Library Consortium Quoting Ben Shum bs...@biblio.org: Hi Alexey, I'm not an expert on holds functionality, but I think it's assumed that the process for calculating targets can be extremely taxing and applying the circulation checkin modifiers is staff's way of showing that they intend to be checking in new items. Otherwise, you'd be constantly doing checks on each item coming in to determine if they're really new and slowing down normal circulation doing the retarget actions. Just guessing, -- Ben On 08/08/2012 10:08 AM, Lazar, Alexey Vladimirovich wrote: Thanks, Ben. We have run into this problem with 2.0.x as well, and were indeed a bit perplexed. Thanks for this information, it is very helpful. Would it be possible and/or reasonable/useful for the system to bypass the previous hold time for brand new items automatically, so that the holds can be triggered as you describe, but without any special steps? On Aug 8, 2012, at 06:43 , Anne Murray wrote: We're using 2.1.0 - I think it may well be the statuses - I will look in to this. Thanks for the info on the check-in modifier too - all very useful! Anne On 8 August 2012 12:38, Ben Shum bs...@biblio.org wrote: Oops, hit send too fast. The reason I suggest using the check-in modifier for retargeting holds is that it bypasses the previous check time I mention and resets holds associated with the material so that the check occurs immediately, often resulting in a hold being triggered. This does have the added effect of slowing down the check-in event (since you take more time to process all the holds, etc.) but one would only be using the option during the cataloging of brand new items. -- Ben On 08/08/2012 07:36 AM, Ben Shum wrote: Hi Anne, Which version of Evergreen are you using? In more recent versions (since 2.1.0 and upwards, I think), it's possible to use a special check-in modifier (lower right corner of the check-in screen) to enable the re-targeting of holds upon check-in of items. This special modifier is used when handling brand new material that gets added to an Evergreen system. Presently, holds are only targeted once every 24 hours based on the time that the hold was initially placed first. There's a field on the hold table called prev_check_time (previous check time) that tells the targeter to skip said hold until it passes that point. So depending on when the patron or staff created the hold, and then based on the regularity of your hold targeter script, the availability of materials that can fulfill a hold will vary greatly. In our consortium, we run our hold targeter every 15 minutes, but because of the 24 hour wait time built into each hold, it still doesn't match brand new items to some existing holds till the following day. For example, a hold could be created at 1 pm on Monday, a new item created to fill that hold on 2 pm on Monday, but that hold won't target that new item till 1 pm on Tuesday after the previous check time elapses and the hold targeter actually does another check. Another possibility is that whichever copy status that is being used when processing books ordered and scanned in your first mentioned approach is one that does not allow holds to be placed/processed on the material. You may want to double check that the copy status options are all in order on your system as well and that holds are allowed on the statuses you expect. Hope this helps somewhat, please feel free to ask more questions. Holds can be a little perplexing... -- Ben On 08/08/2012 07:05 AM, Anne Murray wrote: Can anyone help with this as we can't find the problem. If we order more copies of a very popular book, when they are scanned through check in, the holds aren't triggered. The holds targetter is running ok. Also, if we buy a book from Amazon (say) and catalogue it ourselves, the hold goes on ok, but again when it reaches the library the hold isn't picked up and the status goes to 'reshelving'. Anne Murray Service Support Officer East Dunbartonshire Libraries Kirkintilloch Scotland -- Benjamin Shum Open Source Software Coordinator Bibliomation, Inc. 32 Crest Road Middlebury, CT 06762 203-577-4070, ext. 113 Alexey Lazar PALS Information System Developer and Integrator 507-389-2907 http://www.mnpals.org/ -- Benjamin Shum Open Source Software Coordinator Bibliomation, Inc. 32 Crest Road Middlebury, CT 06762 203-577-4070, ext. 113
Re: [OPEN-ILS-GENERAL] Password reset uses phone number fails: EG2.2
As I just pointed out on that bug: I believe that the setting in question is only intended to work on the *initial* password setting at registration time. All future resets would still be random. Thomas Berezansky Merrimack Valley Library Consortium Quoting Jim Frey jf...@pls-net.org: PLS is testing Evergreen 2.2 and the password reset using the last four digits of the patron's telephone number is not working. It always responds with 4 random numbers regardless of whether true, false or unset. I was wondering if anyone else has encountered this problem or if there's some dependency I'm missing. Details of the environment are available at: https://bugs.launchpad.net/evergreen/+bug/1032387 Thanks, Jim Frey Systems Emerging Technology Librarian Pioneer Library System 2557 State Rt. 21 Canandaigua, New York 14424 Voice: (585) 394-8260 Fax: (585) 394-1935
Re: [OPEN-ILS-GENERAL] Password reset uses phone number fails: EG2.2
All of the above. Personally, I disagree with the setting existing to begin with, and think that the initial passwords should be much more complicated than just digits. Thomas Berezansky Merrimack Valley Library Consortium Quoting Bob Wicksall bwicks...@pls-net.org: Snip Because resetting someone's password to something that is basically public information, their phone number, is asking for accounts to be hijacked. If that is the case you could argue that the setting shouldn't exist in the first place. What is worse? A database full of users who have never changed their password from the default phone number or a few manually reset passwords? Bob Wicksall Systems Administrator Pioneer Library System 2557 State Rt. 21 Canandaigua, New York 14424 - Original Message - From: Jason Stephenson jstephen...@mvlc.org To: open-ils-general@list.georgialibraries.org Sent: Friday, August 3, 2012 9:27:00 AM Subject: Re: [OPEN-ILS-GENERAL] Password reset uses phone number fails: EG2.2 Quoting Thomas Berezansky tsb...@mvlc.org: All future resets would still be random. Because resetting someone's password to something that is basically public information, their phone number, is asking for accounts to be hijacked. -- Jason Stephenson Assistant Director for Technology Services Merrimack Valley Library Consortium Chief Bug Wrangler, Evergreen ILS
Re: [OPEN-ILS-GENERAL] TPAC question: getting ebooks as an option in formats
I just want to throw a quick note out: Any indexed information in the repeatable entries (006/007) is not going to index all values when there are multiple. Evergreen currently only indexes a single value. Grabbing the most common point we see this at: vr_format lives in the 007, I believe. Thus if you have DVD and Blu-ray 007 entries only one of the two will be indexed, and thus the record will only show up for one of those vr_formats when searching. This likely complicates things. Thomas Berezansky Merrimack Valley Library Consortium Quoting Dan Wells d...@calvin.edu: Hello all, This is a pretty complex subject, and anyone interested in diving in full on should probably start here: http://www.loc.gov/marc/ldr06guide.html In all, there are at least five major factors which all relate to describe the type of an item. They are: Leader/06 - Type of record Leader/07 - Bibliographic level Field 008 - Fixed-Length Data Elements Field 006 (repeatable) - Fixed-Length Data Elements - Additional Material Characteristics Field 007 (repeatable) - Physical Description Fixed Field Notice that I listed 008 before 006. This is not an accident, as despite their numbering, 006 is subsequent to 008. It actually contains the same data as positions 18-34, which is the material specific portion of the 008, and was added later to make up for the fact that 008 is not repeatable. There is an interplay between these fields such that the meaning changes depending on the content of the more primary fields. To get more to the point, my understanding is that setting Leader/06 to 'm' for cataloging is a last resort for records which cannot be better described at a different level, which means that ebooks are supposed to use 'a' (as yours do), and changing them to 'm' would be considered (by some, anyway) to not follow best practices. As Dan Scott points out, there are other places (008/006) where the cataloger can indicate the electronic-ness of the thing, so Leader/06 is more about the essence of the thing. I think! :) It would probably be wise to work with the catalogers here and create a unified cheat sheet which would be representative of an official Evergreen understanding of best practices for the most common types of items. Without something we can agree on, the developers cannot have a unified target, and we will either end up with something excessively complex (by simply exposing these innards), something watered-down (by simply hiding these innards), or an endless tug-of-war as we write code which reflects local practices or (worse) our own understanding. Dan On 8/3/2012 at 11:19 AM, Soulliere, Robert robert.soulli...@mohawkcollege.ca wrote: Hi Justin, Exactly right about that. If this method is OK, we will be investigating extending the usefulness of format by extracting and differentiating some of those computer file formats into unique format codes. I am worried about how far we can get into creative cataloguing before we are considered rogue librarians or mangle our system. ;-) Technically, Evergreen gives us the power, but should we use it? Regards, Robert Robert Soulliere, BA (Hons), MLIS Systems Librarian Mohawk College Library robert.soulli...@mohawkcollege.ca Telephone: 905 575 1212 x3936 Fax: 905 575 2011 From: open-ils-general-boun...@list.georgialibraries.org [open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Justin Hopkins [jus...@mobiusconsortium.org] Sent: August 3, 2012 11:05 AM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] TPAC question: getting ebooks as an option in formats Just chiming in to say that I'm also interested in this topic. The LOC marc standard would seem to indicate that 'm' for computer file (I believe the label in EG is electronic resource) is the right code, but that doesn't seem specific enough to be useful. On Aug 3, 2012, at 9:17 AM, Soulliere, Robert wrote: Hi all, We are investigating a method to get ebooks as a format option in our TPAC and I wonder if I could get some feedback on whether this is a good way to do this. Here is the method we are investigating: 1. Add a unique type entry using the MARC Code Value Map in the staff client. 2. Edit the Leader field of our electronic books to indicate that they are in the new ebook type. Currently most use a to indicate a book. I had a few question about this method: 1. Is there a better way to add the ebook as a format search option? 2. Are there potential dangers for us using this method? e.g. issues with future upgrades. 3. Is this kosher from a cataloguing perspective? This works technically, but want to see if this is the best way. Thanks, Robert Robert Soulliere, BA (Hons), MLIS Systems Librarian Mohawk College Library robert.soulli...@mohawkcollege.ca Telephone: 905 575 1212 x3936 Fax: 905 575 2011 This E-mail contains
Re: [OPEN-ILS-GENERAL] Magnetic Card Readers
EG prefers keyboard emulation. It has no functionality that I am aware of for interacting with hardware directly for reading things on any platform. Thomas Berezansky Merrimack Valley Library Consortium Quoting Justin Hopkins jus...@mobiusconsortium.org: Is anyone using a magnetic card reader with the new credit card payment feature in the 2.2 staff client? (I'm looking at you KCLS) One of our libraries is already using the feature but would like to purchase magnetic readers that are compatible. If anyone can recommend a particular model that would be great. Otherwise can anyone say whether EG prefers keyboard emulation or a specific magnetic reader HID type? Cheers, Justin
Re: [OPEN-ILS-GENERAL] ***SPAM*** e-mail bounce back
There are many reasons that can happen. 1 - Email addresses come and go 2 - Patrons and staff can mis-enter them, even if they look right at a glance 3 - Anti-spam measures 4 - Email isn't guaranteed to be reliable even if everything appears to be correct Thomas Berezansky Merrimack Valley Library Consortium Quoting swhitta...@notl.org: Hello Does anyone know why when the system generates e-mails for overdue notices and hold requests, periodically some e-mails will bounce back. I have checked patron records when this occurs and all seems to be in order. Thanks Sharon Whittaker Technical Services Assistant Niagara-on-the-Lake Public Library 905-468-2023 swhitta...@notl.org NOTICE: This e-mail message (including all attachments) and any printed, copied, saved or other renditions of it or of any part of its contents is confidential and is intended only for the use of the recipient(s) named above, and may be legally privileged. If the reader of this message is not the intended recipient, you are hereby notified that any review, printing, dissemination, distribution, disclosure, or copying of this communication, or any of its contents, is strictly prohibited. If you have received this communication in error please 'Reply to Sender' immediately and erase and delete this entire e-mail and delete and destroy any printed, copied, saved or other renditions of it immediately.
Re: [OPEN-ILS-GENERAL] Help on Circ. Matrix Weights if you can....
The weights are associated with org units based on the weights association table. The circulating library is the org unit for circ weights, I believe a global flag determines if the copy owning or circ library is the org unit for hold weights. Thomas Berezansky Merrimack Valley Library Consortium Quoting Tony Bandy to...@ohionet.org: Hi all, Working with one of our libraries on getting things to circulate properly, and I'm needing some background information on the Circ. Matrix Weights table--can you help? Specifically, my weights table has three lines: Default Org_Unit_First Item_Owner_First All_Equal Since all of these lines assign different numerical values to each of the categories, how or when is each applied? That is, which line of the 4 above is applied when configuring the weights on a checkout? All the documentation I can find talks generically about the weights but does not specifically say when or how each line is applied. Any ideas you can help with will be most appreciated. Thanks, Tony *** Tony Bandy to...@ohionet.org OHIONET 1500 West Lane Ave. Columbus, OH 43221-3975 1-800-686-8975 x19
Re: [OPEN-ILS-GENERAL] Patron Opt-in configuration affecting circ retention
I believe the opt-in you found is different from circ retention. That looks like the patron has to opt-in to other libraries seeing their information stuff rather than circ history retention. There are global flags specifically for circ history retention, and user settings on top of that that (in 2.2 at least) override the global flags right now. The global flags thus serve as a default. Thomas Berezansky Merrimack Valley Library Consortium Quoting Jim Frey jf...@pls-net.org: Pioneer Library System is upgrading Evergreen to version 2.2 and I have some questions about the patron opt-in features, circulation anonymization, and library and global flag settings. I assume that when a patron opts in , he is giving permission for the system to retain his circulation history starting from the date of opting-in (which would be necessary in order to flag items in searches that have been previously checked out). In other words, if Evergreen were configured to retain a maximum of 10 (closed?) circs per patron ( global flag / history.circ.retention_count ), the limit would not apply to the patron after the opt-in start date. Nor would his circs be affected by the age limit (global flag / history.circ.retention_age ). The circ history of anyone who has not opted-in, however, would be scrubbed, and older circs would periodically be deleted from action.circulation and added to action.aged_circulation . Is this correct? There are several related library settings that need better explanation: ? Patron Opt-In Boundary ? Patron Opt-In Default I've read their descriptions but I don't follow the idea of 'depth' related to the opt-in process or org-units and workstations. I assume that history.circ.retention_age is a Postgres interval, such as '2 years'. I also assume that once history.circ.retention _age or history.circ.retention_count is set, the system will automatically start anonomyzing patron circs (daily?). Yes? Maybe? Please clarify. Thanks, Jim Frey Systems Emerging Technology Librarian Pioneer Library System 2557 State Rt. 21 Canandaigua, New York 14424 Voice: (585) 394-8260 Fax: (585) 394-1935
Re: [OPEN-ILS-GENERAL] odd holds issue
The times we have seen this have appeared to have been Staff captures for hold, puts it on the shelf, action/trigger sends out notice, some other staff member cancels that hold and captures for another within a few hours, another notice goes out, the first patron then shows up and is annoyed that the item isn't available for them. Though I suppose it could also happen if a double-scan in during checkin caused two holds to be captured for. Thomas Berezansky Merrimack Valley Library Consortium Quoting Jesse Ephraim jephr...@roanoketexas.com: We have had a few incidents where Evergreen has sent a notice out to more than one person on the Holds list for the same single item (only one copy held by the library). Has anyone else experienced this? Jesse Ephraim Director, Roanoke Public Library Roanoke, TX
Re: [OPEN-ILS-GENERAL] Missing on holds shelf items
I believe in master (and I think 2.2) this has been resolved. Said items should still appear on the hold shelf (and the expired view thereof) until checked in again. Thomas Berezansky Merrimack Valley Library Consortium Quoting George Tuttle gtut...@prlib.org: Does anyone else have or had the problem of items with the status of on holds shelf but the hold is canceled, the item can't be found, and there is really no clue where the item might be? George Tuttle Computer Services Librarian Piedmont Regional Library System 770-867-2762 x113 770-891-0654 (cell) 770-867-7483 (fax) mailto:gtut...@prlib.org gtut...@prlib.org
Re: [OPEN-ILS-GENERAL] Configuring applied penalties and messages
Step 1 you can do from the staff client, there should be a server admin menu item for that. Step 2 I don't know of any way to do from the staff client outside of removing and re-creating every single staff penalty manually. Thomas Berezansky Merrimack Valley Library Consortium Quoting Gordana Vitez gvi...@niagaracollege.ca: Hi Thomas, Is there a way of doing this from the staff client? Thanks! Gordana Gordana Vitez Library Services Systems Coordinator NC Libraries and Learning Commons Niagara College 300 Woodlawn Rd Welland Ontario L3C 7L3 Phone: (905) 735 2211 ext 7404 Fax: (905) 736 6021 gvi...@niagaracollege.ca On 6/6/2012 at 5:20 PM, in message 20120606172023.781033cqtxt3r...@mail.mvlc.org, Thomas Berezansky tsb...@mvlc.org wrote: You need to do two things. 1 - Update the org_depth for the STAFF_* penalties (and possibly any INVALID_* ones) to be 0. Don't change them all, some should be ignoring it anyway but are placed based on the owner of group penalty thresholds. 2 - Update the existing standing penalties of those IDs to be owned by the consortia, as the org_depth only applies on *new* ones. This is easiest in the DB itself, and if you only changed the STAFF_ and maybe INVALID_ ones this should work: UPDATE actor.usr_standing_penalty SET org_unit = 1 WHERE standing_penalty IN (SELECT id FROM config.standing_penalty WHERE org_depth = 0); Thomas Berezansky Merrimack Valley Library Consortium Quoting Turner, Jennifer M jennifer.tur...@mnsu.edu: How can staff-applied standing penalties and messages be configured to display at all org units in a consortium? Currently, when we apply an alert or note message from a branch library, it only displays to staff logged in at that library. Messages applied from the headquarters location (system-level) may be viewed at all org units. We've looked at the settings for Standing Penalty Types (Admin Local Admin Standing Penalties). Do we need to adjust the org_depth setting here? Currently this field is NULL for all penalty types. If it needs to be adjusted, what integer value should be entered. I've experimented with 0, 1, 2, and 3, but none of those seemed to change the system's behavior. Thanks for any assistance! Jenny Jennifer Turner | PALS, A Program of the Minnesota State Colleges and Universities | 507-389-2000
Re: [OPEN-ILS-GENERAL] Configuring applied penalties and messages
You need to do two things. 1 - Update the org_depth for the STAFF_* penalties (and possibly any INVALID_* ones) to be 0. Don't change them all, some should be ignoring it anyway but are placed based on the owner of group penalty thresholds. 2 - Update the existing standing penalties of those IDs to be owned by the consortia, as the org_depth only applies on *new* ones. This is easiest in the DB itself, and if you only changed the STAFF_ and maybe INVALID_ ones this should work: UPDATE actor.usr_standing_penalty SET org_unit = 1 WHERE standing_penalty IN (SELECT id FROM config.standing_penalty WHERE org_depth = 0); Thomas Berezansky Merrimack Valley Library Consortium Quoting Turner, Jennifer M jennifer.tur...@mnsu.edu: How can staff-applied standing penalties and messages be configured to display at all org units in a consortium? Currently, when we apply an alert or note message from a branch library, it only displays to staff logged in at that library. Messages applied from the headquarters location (system-level) may be viewed at all org units. We've looked at the settings for Standing Penalty Types (Admin Local Admin Standing Penalties). Do we need to adjust the org_depth setting here? Currently this field is NULL for all penalty types. If it needs to be adjusted, what integer value should be entered. I've experimented with 0, 1, 2, and 3, but none of those seemed to change the system's behavior. Thanks for any assistance! Jenny Jennifer Turner | PALS, A Program of the Minnesota State Colleges and Universities | 507-389-2000
Re: [OPEN-ILS-GENERAL] Holds Shelf Macro
I don't think that macro exists in 2.0. I believe I added it in time for 2.1, though it needs a date formatter in the mix as well. Thomas Berezansky Merrimack Valley Library Consortium Quoting Rebecca Larocque rebecca.laroc...@cityofnorthbay.ca: Good afternoon all, We're running 2.0.7, and we've been having some issues with the holds slips. I've set up a receipt template that includes the %shelf_expire_time% macro, which should be displaying when the item can be pulled off the holds shelf. However, when the slip is printed, all we get is %shelf_expire_time% instead of the date/time. Are we using the wrong macro, or is anyone else having (or has had) this problem? Thanks, Rebecca Rebecca Larocque, BA (Hons), MLIS Head of Information Services North Bay Public Library 271 Worthington St. E, North Bay ON P1B 1H1 Phone: (705) 474-4830 x2821 Fax: (705) 495-4010 http://www.cityofnorthbay.ca/library
Re: [OPEN-ILS-GENERAL] ***SPAM*** Re: Setting to allow patrons to change username
The allow changing away from barcode but not anything else mode of username changing defaults to starts with a digit.but the actual login code doesn't. I would call that a bug. I will throw a branch out in a few minutes. Thomas Berezansky Merrimack Valley Library Consortium Quoting Ben Shum bs...@biblio.org: Hi Tim, Another library setting that may cause havoc for you down the road is the option for patron barcode format. You should set a regex there to identify patron barcode type so that things don't break for patrons if they try to use their barcode vs. their username. For some reason in Tpac, if that setting isn't set, when a patron's username has become something other than their barcode, it will no longer recognize / use their barcode as a login option but only use the username. (actually behind the scenes, I think it's only using the username field, which is usually always starts as the barcode) Not sure if that's a Tpac bug exactly, or if maybe Evergreen should ship out of the box with a default sample regex so that this doesn't happen. Either way I should probably open a Launchpad bug ticket on the subject. I can look up what regex we ended up with when I get to the office later this morning. -- Ben On 5/9/2012 8:23 AM, Tim Spindler wrote: Thanks, Sally, that worked. Tim On Wed, May 9, 2012 at 8:21 AM, Sally Fortin sfor...@esilibrary.com mailto:sfor...@esilibrary.com wrote: Hi Tim, If you set the library setting, Allow multiple username changes to TRUE and the lock username setting to FALSE, does that work? When I created a new patron record, the barcode was identical to the username. With these settings, I was able to login to the patron's account and change the barcode username to other usernames multiple times. Sally On 5/9/2012 8:08 AM, Tim Spindler wrote: I set the library setting LOCK USERNAME to false to allow users to change their username in the PAC. It doesn't seem to have done anything. Is this correct or is there another setting aI should be looking at? This is version 2.2. -- Tim Spindler Manager of Library Applications tspind...@cwmars.org mailto:tspind...@cwmars.org 508-755-3323 x20 C/W MARS, Inc. 67 Millbrook St, Suite 201 Worcester, MA 01606 http://www.cwmars.org http://www.cwmars.org/ *P** Go Green - **Save a tree! Please don't print this e-mail unless it's really necessary.* -- Sally Fortin Director of Education Equinox Software Inc. / Your Library's Guide to Open Source Tel:770-709-5572 tel:770-709-5572 Email:sfor...@esilibrary.com mailto:sfor...@esilibrary.com Fax:1-866-497-6390 tel:1-866-497-6390 -- Tim Spindler tjspind...@gmail.com mailto:tjspind...@gmail.com *P** Go Green - **Save a tree! Please don't print this e-mail unless it's really necessary.* -- Benjamin Shum Open Source Software Coordinator Bibliomation, Inc. 32 Crest Road Middlebury, CT 06762 203-577-4070, ext. 113
Re: [OPEN-ILS-GENERAL] Circulation Reports
That depends on your report. Renewals are circulations flagged as opac, desk, or phone renewal. Thomas Berezansky Merrimack Valley Library Consortium Quoting Chauncey Montgomery montg...@oplin.org: Do you know if renewals are counted as a circulation in Evergreen? We recently migrated from TLC, where renewals were counted separate from circulation in the reports. Just curious. Thanks for the input. Chauncey -- Chauncey G. Montgomery, MLIS Director/Fiscal Officer Community Library Sunbury, Ohio 740-965-3901 montg...@oplin.org
[OPEN-ILS-GENERAL] Git for local customizations slides
Not much of slides, granted, but the Asciidoc source for the HTML file we were using is attached. And because I keep dropping off and having to log back into my email I am going to keep this short. Thomas Berezansky Merrimack Valley Library Consortium Local Customization Management - Why Git isn't just for developers == :numbered: :toc: :icons: Git is a wonderful tool that the Evergreen developers use to keep track of the changes in Evergreen and OpenSRF. It allows for multiple developers to work on the same area at the same time and in many cases figures out most of what was intended automatically later. And that power isn't just useful to developers. Git is a Version Control System, in that it keeps track of multiple versions of files. New versions of files such as, say, the customizations being made to an Evergreen install for branding are just as valid a thing to track as the main code itself. By using the same tools that the developers are using you also get many of the same benefits the developers do. As the developers change things around your changes Git can, in many cases, re-apply your changes without having to ask you. Only when two different changes have touched the same lines will you have to figure things out for yourself. As an added bonus, Git keeps older copies of changes as well, so you can go back to a previous version later, perhaps to see how something had been done previously, or because something broke and you need to go back to a known working version. Git Basics -- Quick Git glossary ~~ Repository:: A collection of files and changes to those files managed by Git. Git is a distributed version control system, unlikely CVS or Subversion, and is designed to make it easy to copy a Git repository and push or pull changes between repositories. Branch:: A sequence of changes recorded in a Git repository. A Git repository can have many branches, which can be used to organize lines of development and customization. Managing a Git repository ultimately boils down to deciding when to create and merge branches. Commit:: A discrete set of changes to one or more files recorded in a Git repository. A commit also has a description, an author, and date attributes. Patch:: A Git commit expressed as a diff file. Installing Git ~~ The first task in using Git to install Evergreen and manage customizations is to install Git itself. For this you should rely on your package manager, such as apt or yum, but take note that the package you want is likely named git-core instead of just git. .Installing Git examples # Debian/Ubuntu sudo apt-get install git-core # Fedora/Red Hat sudo yum install git-core Once installed you should have access to the git command. Configuring user information Git stores author information with commits, but has horrible default settings. Thus it is highly recommended that you set your name and email address before committing anything with git. You can set your name and email address for all repositories with two commands. git config --global user.name Firstname Lastname git config --global user.email your_em...@youremail.com This is important because it indicates who made a change when multiple people work on things, and if you wish to share your work later you will want to make sure your name is on it. Cloning a repository Next up is cloning the Evergreen repository. Git provides a clone function for this purpose that copies an entire remote repository to the local machine. While you can clone from any mirror you want, we recommend always cloning from the original (barring local mirrors thereof, of course). # Clone the Evergreen repository git clone git://git.evergreen-ils.org/Evergreen.git This will create an Evergreen folder, in which you will find the master branch checked out. Checking out branches ~ Assuming you are in a git directory (say, the Evergreen folder created by cloning above) you can check out new branches. These branches can be local or remote, and you can create local branches from remote ones. Checking out a local branch is as simple as using the checkout command on the local branch. # Checkout a local branch git checkout local_branch To check a remote branch out as a local one you need to specify both the local name to use and the remote branch. This is also fairly easy, and only needs to be done once for each local branch you create. # Create a local copy of a remote branch # Note that this doesn't involve network traffic, and can be done offline git checkout -b local_name remote_branch NOTE: Technically, this runs git branch in the background before checking the resulting branch out. For more information see git checkout --help and git branch --help
Re: [OPEN-ILS-GENERAL] Global due date?
I think what you want is the Hard Due Date feature, which can be set by the circ rules to apply to circs by patron type. Or pretty much anything else in the circ rules. It supports stop at date X and always use date X (but only when date X hasn't passed, then it ignores it and uses normal durations). Thomas Berezansky Merrimack Valley Library Consortium Quoting Nancy Grant nbgr...@msad41.us: Schools often set a global due date for the end-of-the-school-year returns . REASONS: 1. Allows overdues reports and billing before students disappear for the summer. 2. If a separate one can be set for the graduating class, allows that class to be billed before they can march in the ceremony. 3. Allows librarian to see what went missing during the year and needs replacement on summer order. 4. Allows over-the-summer checkouts to start after the global date. 5. Would be nice to have one that you could set either for all patrons or for just students and not teachers. Is a global due date possible? Nancy B. Grant LMS, NBCT Penquis Valley Schools Milo, ME 04463
Re: [OPEN-ILS-GENERAL] Evergreen Development
In regards to the IDE question: Personally, I don't use an IDE. I open and edit the code with a text editor (I prefer Vim) and navigate via normal filesystem commands. I use sed/grep/awk/etc when they are useful as well. If anyone is using an IDE it is unknown to me. Thomas Berezansky Merrimack Valley Library Consortium Quoting Hassan Radi hassan.muhammad1...@gmail.com: Hi everyone. Hope this finds you all well. My name is Hassan and I am applying to Google Summer of Code this year for the testing part. I have managed to get the Evergreen environment up and running, got access rights as a contributor and managed also to get the code from Git repository, but I have a question: - What is the used IDE to develop Evergreen? Is it Eclipse? I need to take a look at the code and figure out how it is organized, how many modules are there in order to include that in the proposal timeline. - The ideas page mention something about bonus items PostgreSQL testing via pgTAP, browser testing with Selenium or Windmill. I want to know further information about that part in order to consider it in my proposal. Any links in the documentation to read would be nice. Thanks in advance and looking forward to your replies. Bets regards, -- Hassan Muhammad Hassan Third Year-Computer Engineering Department Faculty of Engineering-Cairo University Facebook http://www.facebook.com/profile.php?id=12387443281- LinkedInhttp://www.linkedin.com/pub/hassan-radi/3b/906/7b2 --- Software Tester at UTest.com http://www.utest.com/ Coordinator of the Arabic Translation team of Gephi https://www.transifex.net/projects/p/gephi/team/ar/project *Website:* http://hassan1990.users.sourceforge.net/
Re: [OPEN-ILS-GENERAL] ***SPAM*** Re: To Create a PHP client for OpenSRF and Evergreen
I would suggest splitting all of the OpenSRF (and really many of the Evergreen pieces as well) into a PHP library that has nothing to do with Drupal, and then making the Drupal pieces wrappers around that library. Also, the OpenSRF chunks here are intermixed with Evergreen chunks. That should be split properly (evergreen methods should not be defined with the OpenSRF communication pieces), and I think it would be better to talk to the translator rather than to the gateway. There is already work sitting on github, I think, that covers some of the OpenSRF pieces, put there by TADL I think it was? Also, if moved anywhere I would suggest moving to the general list. Thomas Berezansky Merrimack Valley Library Consortium Quoting Steve Wills swi...@beyond-print.com: Very cool! thank you so much! Would you mind if I create a evg_opensrf.inc file and move the definitions into it? That would help me get a better view of the drupal hooks without being overwelmed by the EG ASI right off the bat. I would also like to volunteer to work on the naming of the containing folder, and module functions such that they all match the module name a little closer. Do I understand that your Drupal link is the actor.usr.id == drupal.users.uid? Is that correct? Is there any danger of this link being broken from the Evergreen side beyond Drupal's control? For instance, in the case where the EG user is deleted/blocked via the staff client in Evergreen what is the Drupal experience? Thanks, Steve Wills P.S. Should this discussion be moved off General list? -Original Message- From: Bob Wicksall [mailto:bwicks...@pls-net.org] Sent: Monday, March 26, 2012 10:17 AM To: 'Evergreen Discussion Group' Subject: Re: [OPEN-ILS-GENERAL] ***SPAM*** Re: To Create a PHP client for OpenSRF and Evergreen None of my modules are on Drupal.org. It's a combination of incomplete modules and a lack of time. You can get them here: http://www.pls-net.org/projectsBob WicksallSystems AdministratorPioneer Library System2557 State Rt. 21Canandaigua, New York 14424Voice: (585) 394-8260Fax: (585) 394-1935- Original Message - From: Justin Hopkins To: Evergreen Discussion Group Sent: Sunday, March 25, 2012 12:03:58 PM Subject: Re: [OPEN-ILS-GENERAL] ***SPAM*** Re: To Create a PHP client for OpenSRF and Evergreen Good work Bob! I'd love to meet up at the conference and talk more about this. I can't find your code on Drupal.org - is it available for download anywhere? Regards, Justin Hopkins Coordinator, IT Web Services MOBIUS Consortium Office c: 573-808-2309 --sent from a mobile device-- On Mar 24, 2012, at 9:22 PM, Bob Wicksall wrote: I'd be interested in a PHP-EG group and I'll be at the conference. I've built 3 Drupal modules that interface with Evergreen. I have a basic OpenSRF module that communicates with Evergreen, an authentication module and a catalog module. The opensrf and authentication modules are pretty clean but the catalog module is a big wad of code right now. I've got some working fieldmapper code that can map the fields as well as create objects that are required by some requests. I'm pulling the fieldmapper structures directly over opensrf and caching them locally. You can see it in action here: http://www.e5i5o.com/catalog Mobile theme (android and iOS) here: http://mobile.e5i5o.com/catalog The site is a little sluggish sometimes because it's on a home server connecting to a slow Evergreen test server.Bob Wicksall Systems Administrator Pioneer Library System 2557 State Rt. 21 Canandaigua, New York 14424- Original Message - From: Steve Wills To: Evergreen Discussion GroupSent: Saturday, March 24, 2012 6:12:49 PM Subject: [OPEN-ILS-GENERAL] ***SPAM*** Re: To Create a PHP client for OpenSRF and EvergreenI hope that an appearance of difficulty interfacing Evergreen to a PHP front-end doesn't stop your exploration. My understanding is that our lack of PHP solutions is a direct result of a lack of contributions. While I have not been able to find the time to implement a PHP solution personally, I work on a PHP platform of equal complexity and identical underlying technologies for the CIO council at CIO.com, full time. I frequently solve small Evergreen problems for the Balsam Consortium in Maine using PHP 'one offs' and I share David's pain in climbing the Evergreen API learning curve. Between the wiki and the work DIG has done over the past couple of years this effort will continue to get easier. Perhaps the task can be made less daunting by narrowing the scope? For instance, rather than completely replacing the staff client, why not make a simple PHP toolbox with limited capability? One could start with something like a circ-mod editor that didn't rely on the Ajax for it's dynamic table builds
Re: [OPEN-ILS-GENERAL] ***SPAM*** Re: ***SPAM*** Re: To Create a PHP client for OpenSRF and Evergreen
I actually said general list? I must have been more distracted by the phone ringing and remote control sessions asking me if I wanted to, well, remotely control things than I thought. Guess I should have re-read the message before sending it. _ I meant the dev list. Thomas Berezansky Merrimack Valley Library Consortium Quoting Bob Wicksall bwicks...@pls-net.org: I would suggest splitting all of the OpenSRF (and really many of the Evergreen pieces as well) into a PHP library that has nothing to do with Drupal, and then making the Drupal pieces wrappers around that library. I agree although I'd like to be careful where and how we split things since I'm using Drupal caching in several places. Also, the OpenSRF chunks here are intermixed with Evergreen chunks. That should be split properly (evergreen methods should not be defined with the OpenSRF communication pieces), and I think it would be better to talk to the translator rather than to the gateway. I only chose to use Gateway because that is what the Javascript OPAC primarily uses. I haven't wrapped my head around the translator yet. There is already work sitting on github, I think, that covers some of the OpenSRF pieces, put there by TADL I think it was? That would be here: https://github.com/tadl/opensrf-php Also, if moved anywhere I would suggest moving to the general list. Agreed Bob Wicksall Systems Administrator Pioneer Library System 2557 State Rt. 21 Canandaigua, New York 14424 Voice: (585) 394-8260 Fax: (585) 394-1935 - Original Message - From: Thomas Berezansky tsb...@mvlc.org To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org Sent: Monday, March 26, 2012 11:23:02 AM Subject: Re: [OPEN-ILS-GENERAL] ***SPAM*** Re: To Create a PHP client for OpenSRF and Evergreen I would suggest splitting all of the OpenSRF (and really many of the Evergreen pieces as well) into a PHP library that has nothing to do with Drupal, and then making the Drupal pieces wrappers around that library. Also, the OpenSRF chunks here are intermixed with Evergreen chunks. That should be split properly (evergreen methods should not be defined with the OpenSRF communication pieces), and I think it would be better to talk to the translator rather than to the gateway. There is already work sitting on github, I think, that covers some of the OpenSRF pieces, put there by TADL I think it was? Also, if moved anywhere I would suggest moving to the general list. Thomas Berezansky Merrimack Valley Library Consortium Quoting Steve Wills swi...@beyond-print.com: Very cool! thank you so much! Would you mind if I create a evg_opensrf.inc file and move the definitions into it? That would help me get a better view of the drupal hooks without being overwelmed by the EG ASI right off the bat. I would also like to volunteer to work on the naming of the containing folder, and module functions such that they all match the module name a little closer. Do I understand that your Drupal link is the actor.usr.id == drupal.users.uid? Is that correct? Is there any danger of this link being broken from the Evergreen side beyond Drupal's control? For instance, in the case where the EG user is deleted/blocked via the staff client in Evergreen what is the Drupal experience? Thanks, Steve Wills P.S. Should this discussion be moved off General list? -Original Message- From: Bob Wicksall [mailto:bwicks...@pls-net.org] Sent: Monday, March 26, 2012 10:17 AM To: 'Evergreen Discussion Group' Subject: Re: [OPEN-ILS-GENERAL] ***SPAM*** Re: To Create a PHP client for OpenSRF and Evergreen None of my modules are on Drupal.org. It's a combination of incomplete modules and a lack of time. You can get them here: http://www.pls-net.org/projectsBob WicksallSystems AdministratorPioneer Library System2557 State Rt. 21Canandaigua, New York 14424Voice: (585) 394-8260Fax: (585) 394-1935- Original Message - From: Justin Hopkins To: Evergreen Discussion Group Sent: Sunday, March 25, 2012 12:03:58 PM Subject: Re: [OPEN-ILS-GENERAL] ***SPAM*** Re: To Create a PHP client for OpenSRF and Evergreen Good work Bob! I'd love to meet up at the conference and talk more about this. I can't find your code on Drupal.org - is it available for download anywhere? Regards, Justin Hopkins Coordinator, IT Web Services MOBIUS Consortium Office c: 573-808-2309 --sent from a mobile device-- On Mar 24, 2012, at 9:22 PM, Bob Wicksall wrote: I'd be interested in a PHP-EG group and I'll be at the conference. I've built 3 Drupal modules that interface with Evergreen. I have a basic OpenSRF module that communicates with Evergreen, an authentication module and a catalog module. The opensrf and authentication modules are pretty clean but the catalog module is a big wad of code right now. I've got some working fieldmapper code that can map the fields as well as create objects that are required
Re: [OPEN-ILS-GENERAL] Fulfillment Prioritization
Having given the problem some more thought, I have come up with the following alternate implementation. Instead of an org unit setting, or checkin modifier, I would create a new matchpoint table, similar to the circ and hold matchpoint tables, complete with a weighting set. A simplified view of that table would be similar to this: Transit Source Transit Destination (Checkin Library) Transit Item Owning Library Transit Item Circ Library Checkin Item Owning Library Checkin Item Circ Library Min Time in Transit Max Time in Transit Min Hold Age (Possibly Min Stalling Age) Max Hold Age (Possibly Max Stalling Age) Allow Hold Recapture With the exception of Allow Hold Recapture all of the fields would be optional. In the event that no matching rule is found (which would be the default) then hold recapture would be disallowed. As an extra catch, I would want to tie the org unit fields (the first six) to the Relative Org Unit work from my Circ and Holds rewrite, allowing things like the transit destination is the checkin item circ library as a global rule. This delays my ability to work on this until that work is completed. I believe that the mapping table will allow for all existing use cases that have come up, including some that I came up with while considering it. Including, but not limited to, avoiding intentionally making *any* transit useless by only recapturing if the transiting copy is coming home anyway (as it would for reshelving). The Min/Max Transit times would allow for not recapturing a transit that is expected to finish shortly, or to allow recapture when the transit has taken so long so as to be deemed lost in transit (the ultimate in useless transits, I suspect). The Min/Max Hold Age (see my circ/hold rewrite email for why I say possibly the Stalling age) would allow for things like a hold must be a week old before we are willing to recapture for it and similar, in the event that is desired by someone. I would, of course, still want to not run the code when capturing local holds as transits and would still want to not allow recapture instead of transiting for a force or recall hold. I am considering whether or not a don't recapture local holds checkin modifier would be a good idea to force the code to not run. Also, while thinking about it, I am not sure this code should ever run when FIFO is active. Oh, and on the subject of the don't transit when a copy is on the local shelf and never allow an item to go into transit when there is a local copy, checked out or otherwise I think that is best covered by things like stalling periods and soft boundaries, which I think already cover all of that if configured correctly. Thomas Berezansky Merrimack Valley Library Consortium
Re: [OPEN-ILS-GENERAL] GSOC query
When it comes to no longer needed type pull list stuff... If the android client can scan the item and capture it, say in capture local holds as transits mode so that emails and other notifications aren't triggered yet, then capturing *elsewhere* won't happen anymore. Then you simply pass them through a scanner at the desk to get slips. I suppose if it has the list of copies you could skip scanning. Visual check the barcode is the same and hit a capture button? If the client tells you the capture didn't happen (say, because the hold was canceled, suspended, or captured elsewhere), you put it right back on the shelf before you move on. Thomas Berezansky Merrimack Valley Library Consortium Quoting Lori Bowen Ayre lori.a...@galecia.com: Building on your idea about doublechecking that the hold is still needed, why not make the pull list more dynamic. Could the Android client poll Evergreen intermittently to update the pull list and identify all those that have have pulled which are no longer needed and delete the ones from the list that have been filled elsewhere. It it is such a waste of staff time to locate stuff for holds only to have to reshelve it and the more those wasted steps that can be avoided the better so regular polling of the server (or something like that) would be great! Lori On Fri, Mar 23, 2012 at 6:33 AM, Kathy Lussier kluss...@masslnc.org wrote: Hi all, However, I would like to take your query as a springboard for a general question to the librarians on this list: what would you like to see in a patron-facing Android app? And in a staff-facing one? I didn't see any feedback to Galen's suggestions, so I'll throw a couple of ideas out there. For the staff-facing client, I was thinking of tasks that take staff from their desk. The ability to search the catalog is an obvious choice here as well as the inventory app that has already been mentioned on the GSOC ideas page. Another useful application might be a mobile version of the library's holds pull list to minimize the amount of paper that is used for this process each day. The library would need to be able to configure which fields display here and control the sort order (copy location and then call number is usually the preference.) It would be nice if the user could check off the titles as they pull them off the shelf so that they could easily see which items have already been pulled - maybe they could be crossed off or removed from the display. Bonus points might be an additional check by the system when the item is checked off to see if it is still needed for a hold. If another copy has filled the hold through opportunistic capture, the mobile app could provide some kind of alert so that staff can immediately return the copy to the shelf rather than doing it later in the holds pull process. The Browse Holds Shelf may also be something useful to access on a mobile device, but, since it doesn't require as much travel as an inventory or pull list process, I'm not sure it is necessary. I don't have much to add to the ideas for a patron-facing app other than what has already been added to the ideas page. However, I could see where geo-location might come in handy with a mobile app. Allowing users to search for material in the library closest to them or libraries within a x mile radius would be pretty nifty. Kathy - Kathy Lussier Project Coordinator Massachusetts Library Network Cooperative (508) 756-0172 (508) 755-3721 (fax) kluss...@masslnc.org IM: kmlussier (AOL Yahoo) Twitter: http://www.twitter.com/kmlussier -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open- ils-general-boun...@list.georgialibraries.org] On Behalf Of Galen Charlton Sent: Tuesday, March 20, 2012 10:16 AM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] GSOC query Hi, On Mar 19, 2012, at 10:26 PM, Sajan Kedia wrote: I want to contribute to project create android client(s) for evergreen. I am having 3 month summer vacation and i don't have any summer internship and i love to do development and programming so i will devote my full time to GSOC project. I just need a initial help about the project. Because here two app are given to be build : . a library patron app - enable a user to search the catalogue, renew items, manage holds, change their address information . an inventory app - attach a USB barcode scanner to a tablet and scan the collection i need the proper format of app, what should like be. If you search the archives of the open-ils-general and open-ils-dev mailing lists, you find some earlier discussion of ideas for patron and staff Android applications for Evergreen, including a discussion of a mobile app that was developed for the King County Library System. Some useful links to look at for ideas for your proposal to become a GSoC student include: http://www.kcls.org//usingthelibrary
Re: [OPEN-ILS-GENERAL] Building Linux staff client for 2.1.0
I believe 2.1 has my staff client build system changes in place. Thus a quick make linux-client will build a client and make a tar.bz out of it for copying to elsewhere. Make updates-clients will do that, build updates for automatic updates, and install things in places that the manual update page(/updates/manualupdate.html via a web browser) can find them at. Thomas Berezansky Merrimack Valley Library Consortium Quoting Anoop Atre anoop.a...@mnsu.edu: Hi Buzzy This is what I usually do instead of compiling the client again on my Ubuntu desktop. Note that we run Ubuntu servers and have not had any issues using this method of testing out staff clients. I am pretty sure that there shouldn't be cross distro issues either. On the Evergreen server I tar up the Open-ILS/xul/staff_client/build directory found in the Evergreen source directory where you compiled and installed the system. Then on the desktop I untar it into say build_2_1_1, so I can have multiple versions of the build directory for multiple test server versions. Next I start up the client by running the appropriate xulrunner version required, currently we use xulrunner-1.9.2, and passing the application initialization file path (application.ini). Example: /usr/bin/xulrunner-1.9.2 /home/evergreen/client/build_2_1_1/application.ini Other options you can pass to xulrunner: To enable a console, start xulrunner with the -console argument. Note that -console goes after the application.ini argument: e.g. xulrunner /path/to/application.ini -console To be able to pick from multiple profiles you can pass a -P which also allows you to create a new profile. e.g. xulrunner /path/to/application.ini -P To allow multiple instance to run at the same time you can use -no-remote. e.g. xulrunner /path/to/application.ini -no-remote Hopefully this helps. Cheers On 03/23/2012 03:34 PM, Buzzy Nielsen wrote: BTW, if it helps, the client would be on a machine running Linux Mint 12, or some other Debian-based distro. Cheers! Buzzy On 03/23/2012 01:32 PM, Buzzy Nielsen wrote: Hi, I'd like to build a Linux client on a client workstation. Our system currently runs 2.1.0. Are there instructions for building a staff client on client machine for 2.1.0? Or does someone have an already-packaged version of it? I saw these instructions: http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:installing_and_running_the_staff_client#installing_on_linux But I couldn't seem to get them to work. I've tried using a packaged version of 2.1.0a, but it didn't work with our server. Thanks for your help! Cheers! Buzzy Nielsen Library Director Hood River County Library District 502 State St Hood River, OR 97031 541-387-7062 http://hoodriverlibrary.org -- Anoop Atre IS Developer Integrator, PALS PH: 507.389.5060 OF: 3022 Memorial Library (Office-ML 3022) -- Mit der Dummheit kämpfen Götter selbst vergebens ~ Johann Christoph Friedrich von Schiller
Re: [OPEN-ILS-GENERAL] Online vs Staff Holds
I don't know what you mean by staff hold flag, honestly, because I don't know of any such flag. Staff-placed holds can be identified by the usr is not the requestor. The usr field is who the hold was placed for. The requestor is who placed the hold. If they are the same then the user placed it for themselves, otherwise it was placed by staff for the user. I don't think there is currently a reporting source for determining user compared to staff placed within Evergreen itself, though. Thomas Berezansky Merrimack Valley Library Consortium Quoting Fiona Borthwick fiona.borthw...@ptfs-europe.com: Hello, I am hoping that someone may be able to help me with this. One of our customers needs to be able to distinguish between holds placed via the opac and holds placed by library staff. We have spent considerable time looking at options within reports but so far not having much success. We have identified the 'staff hold' flag in the hold record but you don't seem to be able to select upon this in the reports. This is a requirement for public libraries in the UK so the issue is going to become increasingly more important as more UK libraries start working with Evergreen. Has anyone managed to find a way of reporting on this? Many thanks in advance for any help.. Fiona -- Fiona Borthwick Customer Services Consultant, PTFS Europe Limited Content Management and Library Solutions +44 (0) 800 756 6803 (phone) +44 (0) 7540 768230 (mobile) +44 (0) 800 756 6384 (fax) fiona.borthw...@ptfs-europe.com skype: fionaborthwick1 http://www.ptfs-europe.com
Re: [OPEN-ILS-GENERAL] Fulfillment Prioritization
I think you have the hijack backwards. You are assuming that an in transit hold will be hijacked and pulled back to the home library. In fact, the only hijacked transits will be Patron A has a hold with a copy in transit, we will ignore the in transit copy and put this copy we are checking in on the shelf for them *right now* instead, pushing the transiting copy off of the hold. No patron will get a copy that was going to a different patron as a result. It looks like most of your other concerns on this stem from that initial misunderstanding, though you are correct that things may go right back into transit when they show up. That is no different than if a hold is canceled while in transit, though. Thomas Berezansky Merrimack Valley Library Consortium Quoting Hardy, Elaine eha...@georgialibraries.org: Thomas, While improving the hold fulfillment along these lines would be helpful for our patrons and staff, I do see some problems with the idea to hijack an in transit item to fulfill the hold. While these issues won't necessarily occur if there are plenty of copies of a title within a consortium, I do see them occurring for those titles with few copies in the consortium. The problems I outline below would be if there are no copies in the local system for the original hold to fulfill and a hold for a patron at the owning library hijacks it after it is received at the original hold library. A lot of patrons monitor their holds, especially if it is an item they need by a certain date or just really want to read. If suddenly a copy that was in transit to them is back to waiting for a copy, I see unhappy patrons. Unhappy patrons that the front desk staff would need to deal with, without understanding themselves why it happened. I can see staff adding to the unhappiness if they let the patron know they saw the item come through and it went right back out. Another potential problem is increased costs in courier service, depending on how a library pays for that service. We pay per pickup, but if someone pays per package, immediately sending an in transit item back out might add costs. Although other changes that would make the local copy more likely to be trapped would decrease costs and might balance this. It is also going to increase staff time when they have to repackage the item to send it back out for what they would see as no reason. Another potential problem, at least in PINES, is that it could increase the amount of time all holds on an item would take to be filled as well as that individual hold by the local patron. It is very possible that the hijacked item takes another week or longer to make it back to the local patron, where an item at a nearby, out of system, library would be there faster. For us, this is because of the time it can take to get from branch to central, where the statewide courier picks it up and then the time on the other end from central library to branch. Some systems can only afford once a week pickup at their branches. So, even when the courier delivers from central library to central library within days, another two weeks can be added to transit times because of local issues. As I re-read your steps, how you are thinking of the design may make some of the above not occur (if you mean that if there is no local item at the holding library, the item will stay to fulfill that hold before it returns to the owning library) but I just wanted to make sure you've considered them. 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/ -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Thomas Berezansky Sent: Friday, March 09, 2012 5:04 PM To: Evergreen Discussion Group Subject: [OPEN-ILS-GENERAL] Fulfillment Prioritization There is a desire for copies to fill local holds before going into transit, even when there are already copies in transit. This would result in copies showing up to fill holds that are already filled, but would also allow for holds to go to the hold shelf faster when a copy is already right there. I have worked out the following thoughts for this, but would like more opinions before work is started on it. The general idea would be to add a new Org Unit setting to control the behavior. When enabled copies returned to the library would: 1 - Look for non-captured holds at the current location. If any exist, capture for them and move on to the hold shelf. 2 - Look for captured but in transit holds at the current location. If any exist, hijack that hold and move on to the hold shelf. The original copy will remain in transit. 3 - Resume all other holds/transit
[OPEN-ILS-GENERAL] Circulation And Holds Rewrite
allow for staff to double check items and would help prevent remote transits that may need elevated permissions to abort. HOLD_EXISTS Checks ~~ Right now the HOLD_EXISTS failure code is only checked when actually placing the hold. If you have had a different override applied earlier in the process it may be missed entirely. I want to run this check earlier in the process, to allow for a more complete picture of why a hold wasn't, or shouldn't, be placed. Failure Reasons ~~~ Currently the hold placement process can only tell what the last failure code was. I want to change that, to provide a more complete view of why a hold wasn't placed. That will require bubbling the failure codes up from the backend. Once they reach the UI layer they can then be parsed to provide more descriptive reasons, for staff and patrons, as to why a hold couldn't be placed. Stalling Start ~~ Currently stalling doesn't take into account when a hold was suspended, or re-activated. That means that a hold can eat up the entire stalling period by being frozen. The goal here is to add a new field to holds that is reset when the hold is placed or re-activated. That field would then be used for stalling calculations, allowing for stalling periods to occur on a hold that spent weeks suspended. Age Protection ~~ Currently age protection in INDB rules is a copy level one rule check, but is remarkably inflexible. The addition of custom failure codes will permit a hold rule to pretend to be age protection, but without a couple of additional fields on the hold matrix that may not be enough. Thus, I want to add two more fields to the hold matrix for age protection purposes. The first is a match field for the age protection rule in use, to allow matching of copies that use specific age protection rules. This would allow, for example, the addition of a second age protection check on top of the normal one for a second range, so a rule that limits to the branch could then be extended to include the system for an extra period of time. The second field I want to add is a result field to allow a rule to skip the normal age protection checks. Set globally you would be moving age protection checks 100% into the hold matrix rules, but there are other use cases as well. For example, a special user group that gets to ignore age protection for some reason. Default Part When cataloging records that will later have parts it is likely that you won't know what those parts will be ahead of time. If you have On Order records, though, patrons may place holds on those records. Once the copies are given parts there may no longer be any copies that can fill the holds placed when things were On Order, which may leave a lot of extra holds that will not fill around. This would be an optional flag on parts, limit one part per bib flagged as such. If set then copies without a part would be treated as though they had this part for part holds, and holds without a part would consider this part as valid for filling the hold. Subparts Currently a copy can have a single part assigned to them. This can be a problem when a patron wants, say, a single DVD from a box set, but the box set is broken up in multiple ways. The patron has the option of picking one part that covers the DVD they want and waiting for that hold to fill or placing one hold for each part that contains the DVD they want and possibly getting them all at once. This would solve that problem by creating an optional list of Subparts for each part. If set then the part would fill holds for the part itself or subparts thereof. For example, if you have a Disc 1-3 part you could have subparts of Disc 1, Disc 2, Disc 3, Disc 1-2, and Disc 2-3. The Disc 1-2 part may be defined as having Disc 1 and Disc 2 as subparts, and the same for Disc 2-3 with Disc 2 and Disc 3. A patron placing a hold on Disc 2 would then be able to get a copy flagged as Disc 2 directly, or a copy that is flagged as Disc 1-3, Disc 1-2, or Disc 2-3 to fill their hold. A secondary checkbox, only visible when subparts are in use, could allow for patrons to indicate whether they want any part that can fill the request or only the specific part they are selecting. Thomas Berezansky Merrimack Valley Library Consortium
Re: [OPEN-ILS-GENERAL] Circulation And Holds Rewrite
Going down your replies... For relative OU matching: I was planning on allow both absolute and relative matching in the same matchpoint, but not on the same *field*. That is, each ou field in the matchpoint would be allowed to be null, a specific OU, or a relative OU. Thus, you could say that the user's home library is SYS1 OR the user's home library is the item circ library, and that wouldn't affect your ability to choose absolute or relative for the item's circ library field in the same matchpoint. For Stalling Start: I was thinking that a solution there would be if you re-froze the hold for longer than the stalling period then the stalling period would be reset on thaw. For Age Protection: I don't want to tear out the existing age protection checks from the INDB functions. I do want to be able to override them, say to do age protection entirely with matchpoint rules. Thus I want to add a boolean to the matchpoint that says if this is true then skip the age protection checking block so that we don't say this is age protected. Matching on the age protect rule then gives the benefit of being able to reproduce age protection with the custom codes and more granular checks than just the transit range and age. For subparts: For my current view of implementation I am planning on using a second mapping table for the subparts already which would basically map the parts table to itself in a many to many relationship. I apologize if I implied that I would be creating an entirely new kind of part there. Thomas Berezansky Merrimack Valley Library Consortium Quoting Mike Rylander mrylan...@gmail.com: This shouldn't be construed as implicit endorsement of the whole plan, but I have some initial thoughts below. Overall, it's heading in a good direction, IMO. On Mon, Mar 12, 2012 at 1:20 PM, Thomas Berezansky tsb...@mvlc.org wrote: I would like to make a number of changes to circulation and holds, but have determined that they will interact with each other significantly code-wise. Thus I am planning to do them as one large project, rather than as smaller chunks that would be difficult to keep working with each other independently. Before I begin, however, I would like input on the plans I have so far. [snip] Relative Org Units ~~ One major limitation of the Circ and Hold matrix tables is that all org unit checks are done with absolute org units. In order to say, for example, the user's home library is the item's circ library you need one rule per home library. I want to resolve that by adding relative org unit lookups. For a given org unit checking column you would be able to say I want to match based on this specific org unit (current behavior) or an org unit defined by the user, item, or for holds the requestor. My current plans are to support the following fields for the relative lookups: * User's home library * Item's circ library * Item's owning library * Requestor's home library (for holds only) I plan on putting these checks into a table to allow for some customization, specifically to allow for depth modification. That would allow you to check against, for example, the system the user's home library is in instead of just the specific branch. Both modes (absolute and relative OUs) need to be allowed on the same matchpoint. That way you can say for items owned by a branch in system X /and/ the user's home library is the item's circ library. Stalling Start ~~ Currently stalling doesn't take into account when a hold was suspended, or re-activated. That means that a hold can eat up the entire stalling period by being frozen. The goal here is to add a new field to holds that is reset when the hold is placed or re-activated. That field would then be used for stalling calculations, allowing for stalling periods to occur on a hold that spent weeks suspended. Would freezing and then thawing a hold cause it to go through a new stalling period, or does this only apply to holds that start frozen? Or, perhaps, are frozen within the initial stalling period? Age Protection ~~ Currently age protection in INDB rules is a copy level one rule check, but is remarkably inflexible. The addition of custom failure codes will permit a hold rule to pretend to be age protection, but without a couple of additional fields on the hold matrix that may not be enough. Thus, I want to add two more fields to the hold matrix for age protection purposes. The first is a match field for the age protection rule in use, to allow matching of copies that use specific age protection rules. This would allow, for example, the addition of a second age protection check on top of the normal one for a second range, so a rule that limits to the branch could then be extended to include the system for an extra period of time. The second field I want to add is a result field to allow a rule to skip the normal age protection checks. Set globally
[OPEN-ILS-GENERAL] Fulfillment Prioritization
There is a desire for copies to fill local holds before going into transit, even when there are already copies in transit. This would result in copies showing up to fill holds that are already filled, but would also allow for holds to go to the hold shelf faster when a copy is already right there. I have worked out the following thoughts for this, but would like more opinions before work is started on it. The general idea would be to add a new Org Unit setting to control the behavior. When enabled copies returned to the library would: 1 - Look for non-captured holds at the current location. If any exist, capture for them and move on to the hold shelf. 2 - Look for captured but in transit holds at the current location. If any exist, hijack that hold and move on to the hold shelf. The original copy will remain in transit. 3 - Resume all other holds/transit/reshelving/etc code normally. This may require teaching the hold targeter to update the list of copies *without* wiping the captured state of in-transit holds, perhaps with a special parameter passed in. That parameter may be best supplied when doing the Retarget Local Holds checkin modifier work, rather than as part of normal hold targeting. Especially if the first additional limitation below is included. I am thinking that there may need to be additional limitations, for sanity purposes, but am not sure about them: 1 - Limit to copies owned by the library that the checkin is happening at. This would basically prioritize local copies as filling local holds, but would not prevent someone else's copy from transiting. That transit may even be back to their own library. 2 - Not run the code if capturing local holds as transits. Because otherwise you may just be displacing things that are intentionally in a limbo-transit state. 3 - Require a checkin modifier be active, which may remove the need for YAOUS. If replacing the YAOUS then this would allow for per-workstation decisions. If alongside the YAOUS then the YAOUS being disabled could be used to hide the checkin modifier outright. Either way SIP may need to be taught how to (optionally) enable this modifier. 4 - In the event of a Force or Recall hold being in the stack, *never* fill a different hold instead. These are copy level force cut in line because we have a really good reason holds in Master/2.2, and I don't think we should avoid transiting to fill them. Thomas Berezansky Merrimack Valley Library Consortium
Re: [OPEN-ILS-GENERAL] search for something other than barcode in checkout screen
No, there is no way to do that from the checkout screen. Barcodes only. I am not sure why you would want to, either. If you don't have the item in front of you, why are you checking it out? Thomas Berezansky Merrimack Valley Library Consortium Quoting Lori Bowen Ayre lori.a...@galecia.com: From the checkout screen, is there some way to search for a item to check out by something other than the barcode (author, title, record number)? It doesn't appear to be so based on the 2.2 demo system. Lori
Re: [OPEN-ILS-GENERAL] granularity of who views and who can request my items
Visibility is Staff or Staff + Patrons, no library level visibility. Holds and Circulation rules, however, *can* be built on the library that owns the copies. They are very flexible in that regard, and as such can be built such that a library can have full control over where their items can be picked up, by what patrons from which libraries, and based on who is the one placing the hold. Amongst other factors. Thomas Berezansky Merrimack Valley Library Consortium Quoting Lori Bowen Ayre lori.a...@galecia.com: Is it possible for libraries to control whether items they own are viewable by other libraries (and can they control WHICH libraries can view their items)? Can a library make their items viewable but not requestable for filling holds (and can they control WHICH libraries can view and which can request their items)? Lori
Re: [OPEN-ILS-GENERAL] retargetting holds report
I don't know of a decent way to get such a list, given some of the filtering that goes on in the background. If you are doing once a day retargeting of holds you also only have to worry for the 24 hour period following the items being added to the system. Then the cron jobs have dealt with the issue for you. 2.2/Master also have Retarget Local Holds options for Checkin that handle the issue as you are checking items in. Thomas Berezansky Merrimack Valley Library Consortium Quoting Anne Murray anne.hamilt...@ntlworld.com: We have just found out about the need to retarget holds if more copies are bought for a popular item. Does anyone have a report I could run to find those we have missed? Thanks! Anne Murray Service Support Officer East Dunbartonshire Libraries Glasgow Scotland
Re: [OPEN-ILS-GENERAL] marking a patron barcode inactive
The default way of doing so before 2.2/Master is to replace the barcode. I don't know of any interface that allows you to set as inactive otherwise, so the only other option is to do so directly in the database. 2.2/Master has permissions that can be granted for altering the Active and Primary cards on a patron's account via the patron editor. Thomas Berezansky Merrimack Valley Library Consortium Quoting Gordana Vitez gvi...@niagaracollege.ca: Hi there, I'm trying to mark a patron barcode as inactive but, for the life of me, I can't figure out how to do it! Can anyone point me in the right direction? I'm sure it's obvious but I'm just not seeing it. Thanks! Gordana
Re: [OPEN-ILS-GENERAL] marking a patron barcode inactive
That makes the entire *patron* inactive. That is very different from making a specific card inactive (actor.card in the database also has an active flag). Thomas Berezansky Merrimack Valley Library Consortium Quoting Sharon Campbell scampb...@fayettecountyga.gov: Under the question Internet Access Level is Active with a box and there should be a check mark in the box. Click in the box and it should uncheck and the card will be inactive. Sharon Campbell Fayette County Public Library 1821 Heritage Park Way Fayetteville, GA. 30214 Library Main Number 770-461-8841 scampb...@fayettecountyga.gov My Direct Number 770-305-5332 From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Gordana Vitez Sent: Wednesday, February 08, 2012 9:55 AM To: Evergreen Discussion Group Subject: [OPEN-ILS-GENERAL] marking a patron barcode inactive Hi there, I'm trying to mark a patron barcode as inactive but, for the life of me, I can't figure out how to do it! Can anyone point me in the right direction? I'm sure it's obvious but I'm just not seeing it. Thanks! Gordana
Re: [OPEN-ILS-GENERAL] marking a patron barcode inactive
Fair warning on that: If the barcode in question is not the patron's current *primary* barcode then there is no way outside of direct database access to flag that barcode as inactive prior to 2.2. The Replace Barcode code moves the current primary barcode to a secondary non-active barcode and creates a new active primary barcode. No other cards on the patron are affected. Thomas Berezansky Merrimack Valley Library Consortium Quoting Angela Kilsdonk akilsd...@esilibrary.com: Hi Gordana, You can mark a patron's barcode inactive in the staff client by replacing the barcode in the patron's account. When you edit a patron's record you can choose Replace Barcode and enter in the new barcode. After you save the changes, the old barcode will be inactive. Hope this helps! Angela On 2/8/2012 10:37 AM, Gordana Vitez wrote: Hi Sharon, Thanks for pointing that out. I found it but what happens is it makes the patron inactive. What we would like to do is mark only one barcode inactive...one was added to the record that is incorrect. It's actually a different patron's barcode. So when we use it, we bring up the wrong patron. Thanks though! Gordana Sharon Campbell scampb...@fayettecountyga.gov 2/8/2012 10:32 AM Under the question Internet Access Level is Active with a box and there should be a check mark in the box. Click in the box and it should uncheck and the card will be inactive. Sharon Campbell Fayette County Public Library 1821 Heritage Park Way Fayetteville, GA. 30214 Library Main Number 770-461-8841 scampb...@fayettecountyga.gov My Direct Number 770-305-5332 *From:* open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Gordana Vitez *Sent:* Wednesday, February 08, 2012 9:55 AM *To:* Evergreen Discussion Group *Subject:* [OPEN-ILS-GENERAL] marking a patron barcode inactive Hi there, I'm trying to mark a patron barcode as inactive but, for the life of me, I can't figure out how to do it! Can anyone point me in the right direction? I'm sure it's obvious but I'm just not seeing it. Thanks! Gordana -- Angela Kilsdonk Education Specialist Equinox Software Inc. / Your Library's Guide to Open Source Phone: 770-709-5592 | 1-877-OPEN-ILS (673-6457) x5592 Email: akilsd...@esilibrary.com Web: http://www.esilibrary.com
Re: [OPEN-ILS-GENERAL] Reshelving 2.2Alpha1
Going to point out here what I did in IRC: with ParamValues: 1=undef That indicates that the default passed in is ending up as undef rather than a number of seconds, which is breaking the call (because undef isn't valid at that point in the SQL). I can find no reason that would be the case, as that is being parsed by an OpenSRF function that hasn't changed in years, and not in the version they are running. Even if something was wrong with the function, it defaults to a return of 0, not undef. Thomas Berezansky Merrimack Valley Library Consortium Quoting Ben Shum bs...@biblio.org: Hi Sue, Not sure about the cause of the error you're seeing quite yet, but I noticed that the SQL function specified as part of the error looks out of date. The reshelving interval in 2.x was not picking up the proper values from the library settings, so with help, I managed to write a fix to that SQL function to get it working better. See: http://git.evergreen-ils.org/?p=Evergreen.git;a=commit;h=c1202c1492a210ea51610a164d938faef4a4d28c Normally, what I would expect to see is that one would run the reshelving_complete.srfsh script at various intervals using cron, and then assign in the staff client a unique (or shared) library setting for Change reshelving status interval. On our system, we chose a value like 1 hour. That way we don't have to specify the interval as part of the command actions. Even before we made that previously mentioned change to our production systems, the cron job was working fine, so I'm unsure why you've experienced the error you've noted... -- Ben On 1/25/2012 8:09 AM, Sue Hopkins wrote: Hi, I am running release 2.2-alpha1 and I cannot get any reshelving to work. When I try to run the reshelving command from an srfsh prompt , I get the following: srfsh# request open-ils.storage open-ils.storage.action.circulation.reshelving.complete 2h Received Exception: Name: osrfMethodException Status: *** Call to [open-ils.storage.action.circulation.reshelving.complete] failed for session [1327496758.265765.13274967589115], thread trace [1]: DBD::Pg::st execute failed: called with 3 bind variables when 1 are needed [for Statement UPDATE asset.copy SET status = 0 WHERE id IN ( SELECT cp.id FROM asset.copy cp LEFT JOIN actor.org_unit_setting setting ON (cp.circ_lib = setting.org_unit AND setting.name = 'circ.reshelving_complete.interval') WHERE cp.status = 7 AND cp.status_changed_time NOW() - CAST( COALESCE( BTRIM( setting.value,'' ), ? ) AS INTERVAL) ) with ParamValues: 1=undef] at /usr/share/perl5/DBIx/ContextualFetch.pm line 52. Status: 500 Request Completed Successfully Request Time in seconds: 0.063729 : Any ideas how I can get this working? */Sue Hopkins/* graphic */Systems Networking Manager/* /C/W MARS, Inc./ /67 Millbrook Street, Suite 201/ /Worcester, MA 01606/ /Ph: (508)-755-3323 *ext-18*/ /Fax: (508)-755-3721/ -- Benjamin Shum Open Source Software Coordinator Bibliomation, Inc. 32 Crest Road Middlebury, CT 06762 203-577-4070, ext. 113
Re: [OPEN-ILS-GENERAL] When the Printer Settings Editor stops working
The prefs.js file lives in the user's profile directory, usually in the Roaming section...but some of the printer settings may (when using per-machine registration) may be in the staff client install directly or in the user's profile directory. Unless you wiped out all the profile (roaming and local and such) folders and the install directory you can't be certain some settings aren't kicking around still. Thomas Berezansky Merrimack Valley Library Consortium Quoting George Tuttle gtut...@prlib.org: Thanks, I will test this. I don't understand why when I deleted the OpenILS folder didn't wipe out the prefs.js file. It should have, shouldn't it? I guess not. George the Librarian Piedmont Regional Library System Winder, GA -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Thomas Berezansky Sent: Wednesday, January 25, 2012 10:52 AM To: open-ils-general@list.georgialibraries.org Subject: Re: [OPEN-ILS-GENERAL] When the Printer Settings Editor stops working I assume that part of the problem is differences in what context is expected for a given receipt template. Hold and Transit *slips* use the default context, for example, while some groups expect them to use the receipt context. To reset all printing related preferences you would need to wipe out the prefs.js file or the proper lines within it (or use the about:config interface from the admin menu) to remove all set preferences that start with print., as well as remove all gPrintSettings.* files from the chrome directory (profile or install directory, as appropriate). Once things are reset you would need to re-configure your printing, obviously, but extra settings will no longer be there. Thomas Berezansky Merrimack Valley Library Consortium Quoting George Tuttle gtut...@prlib.org: The problem: On some circulation computers the Printer Settings Editor in Evergreen Staff/Client works, and on others , it doesnt. In cases where it doesnt, Set Default Printer and Print Test Page responds and prints a test page to the correct printer. And the test page will follow the page settings set in the Printer Settings Editor. BUT in Check Out and Check In, it will ignore the Printer Settings Editor and receipts will print to the holds pull list, default printer and other bizarre behavior. And though one can select the printer prompt option, that can result in an unusable, 8 ½ inch receipt with a ½ inch margin. Is there a solution to this problem? Deleting the OpenILS folder, doesnt help. Playing with the Printer Property in Windows, doesnt work either Evergreen version 2.1.1 Thanks George Tuttle Computer Services Librarian Piedmont Regional Library System 770-867-2762 x113 770-891-0654 (cell) 770-867-7483 (fax) mailto:gtut...@prlib.org gtut...@prlib.org
Re: [OPEN-ILS-GENERAL] When the Printer Settings Editor stops working
Holds and transits, by default, use the Default context, not the receipt context. This is a matter of contention amongst libraries, whether or not they are receipts. The solution was to, for master/2.2, add an option to allow selecting of a printer context per template. Other consortia have, I am told, modified the client to use the receipt context for those slips. Our libraries just use the default context only for those machines that print hold or transit slips, and print other things from other workstations right now. Thomas Berezansky Merrimack Valley Library Consortium Quoting George Tuttle gtut...@prlib.org: DAMN! * I deleted all prefs.js files * Deleted all OpenILS folders * Uninstalled Evergreen Staff and made sure there were no earlier versions of Evergreen * Re-booted the computer * Re-installed Evergreen Staff/Client * Went to Printer Settings Editor * Selected Receipt * Clicked on Set Default Printer and Print Test Page and set my receipt printer as Epson TM-T88V (the test page printed) * Clicked on Page Settings and set my page setup * And then I check-in a transit hold and it fails to print to the receipt printer, but prints to the printer that is used for the Holds Pull List, instead More. When I allowed it to prompt, it would prompt to the wrong printer. If I selected the Epson from the prompt, it would print an 8 1/2 inch receipt w/.5 inch margin. Click on Printing Preferences from the prompt and I saw HP LaserJet preferences, not Epson. Any thoughts? The computer I was using runs Windows XP. I will check to see if I am having this problem on any computers running Windows 7 George the Librarian Piedmont Regional Library System Winder, GA -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Thomas Berezansky Sent: Wednesday, January 25, 2012 1:19 PM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] When the Printer Settings Editor stops working The prefs.js file lives in the user's profile directory, usually in the Roaming section...but some of the printer settings may (when using per-machine registration) may be in the staff client install directly or in the user's profile directory. Unless you wiped out all the profile (roaming and local and such) folders and the install directory you can't be certain some settings aren't kicking around still. Thomas Berezansky Merrimack Valley Library Consortium Quoting George Tuttle gtut...@prlib.org: Thanks, I will test this. I don't understand why when I deleted the OpenILS folder didn't wipe out the prefs.js file. It should have, shouldn't it? I guess not. George the Librarian Piedmont Regional Library System Winder, GA -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Thomas Berezansky Sent: Wednesday, January 25, 2012 10:52 AM To: open-ils-general@list.georgialibraries.org Subject: Re: [OPEN-ILS-GENERAL] When the Printer Settings Editor stops working I assume that part of the problem is differences in what context is expected for a given receipt template. Hold and Transit *slips* use the default context, for example, while some groups expect them to use the receipt context. To reset all printing related preferences you would need to wipe out the prefs.js file or the proper lines within it (or use the about:config interface from the admin menu) to remove all set preferences that start with print., as well as remove all gPrintSettings.* files from the chrome directory (profile or install directory, as appropriate). Once things are reset you would need to re-configure your printing, obviously, but extra settings will no longer be there. Thomas Berezansky Merrimack Valley Library Consortium Quoting George Tuttle gtut...@prlib.org: The problem: On some circulation computers the Printer Settings Editor in Evergreen Staff/Client works, and on others , it doesnt. In cases where it doesnt, Set Default Printer and Print Test Page responds and prints a test page to the correct printer. And the test page will follow the page settings set in the Printer Settings Editor. BUT in Check Out and Check In, it will ignore the Printer Settings Editor and receipts will print to the holds pull list, default printer and other bizarre behavior. And though one can select the printer prompt option, that can result in an unusable, 8 ½ inch receipt with a ½ inch margin. Is there a solution to this problem? Deleting the OpenILS folder, doesnt help. Playing with the Printer Property in Windows, doesnt work either Evergreen version 2.1.1 Thanks George Tuttle Computer Services Librarian Piedmont Regional Library System 770-867-2762 x113 770-891-0654 (cell) 770-867-7483 (fax) mailto:gtut...@prlib.org gtut...@prlib.org
Re: [OPEN-ILS-GENERAL] ***SPAM*** Question about putting books on display
For the record, I have given this some thought (in how it could be improved) and come up with a number of solutions. All of which I have notes (some mental, some not) on implementation. I just haven't dug up the tuits needed to do any of it yet. The way I see it, there are two basic ways to flag something as On Display. One is a copy location, the other is a status. The copy location has the effect of sticking with the item after circulations occur and remaining visible to staff and patrons in the catalog during those circulations. The status has the effect of being temporary, but also (currently) requires code modifications to prevent errors at checkin/checkout (or staff having override permissions). For copy locations I can see some possible improvements: 1 - Add an alert flag to locations. Any item going to reshelving with an alerting location gets a prompt similar to the route to cataloging prompt, to ensure that staff know it is in a specially handled location. I suspect this would be nearly trivial, actually. 2 - Add a temporary copy location in some fashion. I would go for a secondary table saying after this date, at checkin, switch this copy to this location. The copy's location then gets the new location. If you use now as the date it will switch back as soon as it is checked in later, whether it be from a return or otherwise. Using a date in the future, such as when the display is to be taken down, allows the system to automatically return the copy to the original location when done. For copy statuses, on the other hand: 3 - Add a allowed for direct checkout flag. If set no override is needed for a direct (non-renewal) checkout from this status. 4 - Add a target status for checkins. If set no override is needed for checkins from the status *and* at checkin the status changes to the specified one. For a display status you could set the checkin status to Reshelving to allow a pass through checkin to auto-clear. This would be useful for custom workflows as well, and that goal was actually the origin of this idea. 5 - Add a preferred status for copies that is used instead of Available, perhaps with a date-mapped table. In this case I would use a until date X use status Y as preferred for this copy model. Perhaps a null date could be used as the default status for something that should never fall into Available? 6 - If making heavy use of preferred statuses you may need to be able to pull from them on the pull list, so a flag to say this is a valid pull list status may be useful. I see locations as being better for display purposes, in part because there is already work completed for keeping track of the location an item was in at checkout, so you can very easily get statistics on when your display items are being checked out. Locations are also Evergreen's collection codes, and thus are well suited for the task. Thomas Berezansky Merrimack Valley Library Consortium Quoting Brian Herzog bher...@mvlc.org: I'm curious how other Evergreen libraries handle marking books that are on display. For us, Display is a copy location that we manually mark for books on display, and then manually switch back to their real copy location when the books come off display. The problem is that we miss a lot of Display books when they get returned, and so they just go back on the normal shelves instead of back on display. Pretty soon, the catalog no longer matches our shelves, which is a problem. We've tried to clean things up a bit using Copy Buckets, but there are always items that slip through the cracks and produce inaccuracies. Our previous ILS (SirsiDynix Horizon) had a Display item status, instead of copy location. The benefit to that method was that, once a book marked Display was returned, the system automatically removed the Display designation so that it could be shelved and the catalog would be accurate. If you have any best practices or a solution to this, I would really appreciate hearing them. Thanks. Brian Herzog Head of Reference Chelmsford Public Library Merrimack Valley Library Consortium (MVLC)
Re: [OPEN-ILS-GENERAL] How do other systems handle print notices?
We have handled this in two different manners. Kathy is likely somewhat aware of both already, but for the benefit of everyone else: For the first, we started with consortia-wide printing at our central site. Generally, everyone got the same formatted output with minor changes. We handled that with the generate_circ_notices.pl script generating a single XML file for output that we then parsed with a PHP script for formatting on our ancient printers. Issues with that method included the catch that all notices were going out as the circ library, and we wanted billing notices to go out as the item owning library (but overdue to continue to use the circ library). The newer one, that we are officially doing a test run of today, uses a heavily modified generate_circ_notices.pl script to not only output the circs but a handful of OU settings. A PHP script then reads that XML file and generates PDF and/or CSV files based on the OU settings, followed by sending emails about the generated files. We are still limited to specific (in this case hard-coded) intervals, but libraries can customize their output greatly just by editing the OU settings. I was planning on doing the newer one entirely in perl (with no XML output needed), but found it easier to make PDF files in PHP, so I went back to using PHP to parse the XML file. Thomas Berezansky Merrimack Valley Library Consortium Quoting Aaron Zsembery azsemb...@pls-net.org: We have some libraries who have us print multi-part mailers , others who use PDF letters and a few who use stickers (which go on postcards). I am not sure exactly how ESI handled it, but I think they set up a script to run the various notifications and put a list of what library gets each type of notification in the script. Aaron Z Jr. Systems Administrator Pioneer Library System 2557 State Rt. 21 Canandaigua, New York 14424 Phone: (585) 394-8260 - Original Message - From: Steve Wills swi...@beyond-print.com To: Evergreen Discussion Group open-ils-general@list.georgialibraries.org Sent: Tuesday, January 10, 2012 5:20:29 PM Subject: Re: [OPEN-ILS-GENERAL] How do other systems handle print notices? I've also been working on this issue for Balsam and will second the call for info. I was thinking of adding a parmeter to take circ_lib from the command line, insert it into the QUERY in generate_notice_set() and feed it different templates for each respective library that needs it's own formatting. Right now I think we have a couple that want to stuff window envelopes but not everyone is asking for that. so def bump! Stev3 -Original Message- From: Kathy Lussier [mailto:kluss...@masslnc.org] Sent: Tuesday, January 10, 2012 03:37 PM To: ''Evergreen Discussion Group'' Subject: [OPEN-ILS-GENERAL] How do other systems handle print notices? Hi all, I've been exploring print billing notices and was wondering if others could share how they are handling print notices. I'm aware that print notices can be set up in opensrf.xml, but any template created here will be global. I've also been looking at some scripts based on the ones available at http://svn.open-ils.org/trac/ILS-Contrib/browser/ESI-Examples/trunk/notices to provide some level of customization for different. Are there other ways multi-site consortia are handling print notices? Thanks in advance for your feedback! Kathy Lussier - Kathy Lussier Project Coordinator Massachusetts Library Network Cooperative (508) 756-0172 (508) 755-3721 (fax) kluss...@masslnc.org IM: kmlussier (AOL Yahoo) Twitter: http://www.twitter.com/kmlussier
Re: [OPEN-ILS-GENERAL] Opening the OPAC
This message explaining what I did for MVLC may be of interest as well: http://markmail.org/message/vic7myanjzzoslvo Thomas Berezansky Merrimack Valley Library Consortium Quoting Steve Wills swi...@beyond-print.com: Thanks buzzy, so perhaps by changing the /etc/apache2/eg_vhost.conf file such that the redirect which currently makes / the opac: # -- # Point / to the opac - if you have a custom skin or locale, point at it here # -- RedirectMatch 301 ^/$ /opac/en-US/skin/default/xml/index.xml one could do somthing like # -- # Point / to the opac - if you have a custom skin or locale, point at it here # -- RedirectMatch 301 ^/THO$ /opac/en-US/skin/default/xml/index.xml?ol=121 I'll hack around a bit with it. Stev3 -Original Message- From: Buzzy Nielsen [mailto:bu...@hoodriverlibrary.org] Sent: Saturday, December 31, 2011 01:22 PM To: open-ils-general@list.georgialibraries.org Subject: Re: [OPEN-ILS-GENERAL] Opening the OPAC I'm not the person who deals with the OPAC in our system (Sage Library System in Eastern Oregon). However, it is definitely possible using the number assigned to the organizational unit or individual institution. For instance, the URL to search our entire consortium's catalog is this: http://catalog.sage.eou.edu/opac/en-US/skin/default/xml/index.xml while the URL for searching the libraries within our district here in Hood River County, Oregon, is this: http://catalog.sage.eou.edu/opac/en-US/skin/default/xml/index.xml?ol=208 Note the ?ol=208 appended to the URL. Alas, I don't enough about the backend of the system to know exactly where that code is located. However, I hope that helps get your started. Our System Administrator, Beth Longwell, may have further wisdom to impart. Cheers! Buzzy Nielsen * Library Director Hood River County Library District 502 State St Hood River OR 97031 541-387-7062 http://hoodriverlibrary.org On 12/31/2011 10:15 AM, Steve Wills wrote: One would imagine that this is accomplished by further segregating the virtual host file eg.comf in the apache cofiguration. I don't see this clearly documented yet. Maybe Balsam can do that? :) Stev3 -Original Message- From: Chris Maas [mailto:chr...@roadrunner.com] Sent: Saturday, December 31, 2011 12:57 PM To: ''Evergreen Discussion Group'' Subject: [OPEN-ILS-GENERAL] Opening the OPAC Is there a way, on opening the OPAC, to have the search focus default to one particular library instead of to the entire consortium?
Re: [OPEN-ILS-GENERAL] Circ Modifier Count Groups
I can hope, can't I? (Since I am the one that did that) In truth, it was mainly due to repeated comments from Dan Scott that none of my new feature branches were showing up on his need to be looked at for the next 2.2 release list of bugs. So I hit all of my new feature branches with that milestone. Thomas Berezansky Merrimack Valley Library Consortium Quoting Joan Kranich jkran...@cwmars.org: Hi Tom When I look at https://bugs.launchpad.net/evergreen/+bug/876517 it shows a milestone of Evergreen 2.2.0alpha2 for the Circ Modifier Limits are too limiting. Do you think it is likely that this new design/fix will be in 2.2? Thanks. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org 508-755-3323 ext. 21 -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Thomas Berezansky Sent: Wednesday, November 09, 2011 11:46 AM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Circ Modifier Count Groups Those are very limiting in their current form. The current system only counts checkouts at the circ lib, its descendants, and its ancestors. It also only works if the rule is applied to the most specific rule of those that apply to the circulation when fallthrough is in use. I coded a new version, however, that is awaiting review. It was designed to work well with fallthrough and support much more varied configurations: https://bugs.launchpad.net/evergreen/+bug/876517 Thomas Berezansky Merrimack Valley Library Consortium Quoting Joan Kranich jkran...@cwmars.org: Hi, I am setting up the Circ Modifier Count Groups in the Evergreen Circulation Polices (under Admin|Local in the client). I would like to limit the number of checkouts of a specific circulation modifier across all libraries. For example I would like to set up a limit of a total of 20 DVDs per patron from all owning libraries. If that is not possible then I would limit based on an individual library. Is anyone using Circ Modifier Count Groups in the Evergreen Circulation Polices? Do you have a specific standing penalty set up for controlling the number of checkouts by circulation modifier. I am not finding it to work very well so any advice is welcome. Thanks! Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org 508-755-3323 ext. 21
Re: [OPEN-ILS-GENERAL] shared report templates don't display correctly for one location
The only thing I could recommend is checking that your org tree is sane. That is, the hierarchy of org units matches the hierarchy of their types. Then run autogen.sh again either way. Thomas Berezansky Merrimack Valley Library Consortium Quoting Geoff Sams gs...@roanoketexas.com: I'm going to bump this because it is a really strange occurrence and any help on the subject would be greatly appreciated. If any more information is necessary please let me know. Thanks, Geoff Sams Assistant Director Roanoke Public Library 817-491-2691 Chairman North Texas Library Consortium Board From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Judy Daniluk Sent: Thursday, December 01, 2011 4:53 PM To: Evergreen Discussion Group Subject: [OPEN-ILS-GENERAL] shared report templates don't display correctly for one location One library in our consortium is having trouble seeing shared report templates. When you use the staff client as a workstation registered at this library, the list of shared report templates is incomplete - some folders show a truncated list of pages, some folders are displayed as pages instead of folders, some folders don't show up at all. The folders that don't display are shared consortium-wide, so they should be available. It happens for all the staff users at this location. We recently moved our Evergreen installation to a different server and upgraded from 1.6 to 2.0.9.These users were able to see and use all the shared report templates before the move and upgrade. The problem appeared after the move and the upgrade, and has persisted for three months, through many reboots and restarts. If you use the same userid but a workstation registered for a different org unit (even if it's actually the same computer), the shared templates display correctly. It's not related to the user's permission group or the user's home library or the user's working location, just the location where the workstation is registered. Any suggestions? Judy Daniluk Director of Internet Services, North Texas Library Partners 6320 Southwest Blvd., Suite 101, Fort Worth, TX 76109 jdani...@ntrls.orgmailto:jdani...@ntrls.org 817-201-6778 (cell)www.ntxlibpartners.orghttp://www.ntxlibpartners.org
Re: [OPEN-ILS-GENERAL] shared report templates don't display correctly for one location
autogen.sh (more accurate, /openils/bin/autogen.sh I believe) would be run as the opensrf user. I believe it can cause momentary issues if run during the day, although with 14 libraries I wouldn't see that as being excessively important. I don't think you would need to restart anything server-side, but I would restart the affected client(s). Thomas Berezansky Merrimack Valley Library Consortium Quoting Jesse Ephraim jephr...@roanoketexas.com: Thomas; Should we run it as non-admin, OpenSRF, or root? Should we run configure after that? Is it something we should do after hours, when the libraries are closed (we have 14 libraries on the system)? Will it need a server restart, or a restart of anything else? Jesse Ephraim Director, Roanoke Public Library 308 S. Walnut Roanoke, Texas 76262 (817) 491-2691 jephr...@roanoketexas.com -Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Thomas Berezansky Sent: Wednesday, December 07, 2011 3:43 PM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] shared report templates don't display correctly for one location The only thing I could recommend is checking that your org tree is sane. That is, the hierarchy of org units matches the hierarchy of their types. Then run autogen.sh again either way. Thomas Berezansky Merrimack Valley Library Consortium Quoting Geoff Sams gs...@roanoketexas.com: I'm going to bump this because it is a really strange occurrence and any help on the subject would be greatly appreciated. If any more information is necessary please let me know. Thanks, Geoff Sams Assistant Director Roanoke Public Library 817-491-2691 Chairman North Texas Library Consortium Board From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Judy Daniluk Sent: Thursday, December 01, 2011 4:53 PM To: Evergreen Discussion Group Subject: [OPEN-ILS-GENERAL] shared report templates don't display correctly for one location One library in our consortium is having trouble seeing shared report templates. When you use the staff client as a workstation registered at this library, the list of shared report templates is incomplete - some folders show a truncated list of pages, some folders are displayed as pages instead of folders, some folders don't show up at all. The folders that don't display are shared consortium-wide, so they should be available. It happens for all the staff users at this location. We recently moved our Evergreen installation to a different server and upgraded from 1.6 to 2.0.9.These users were able to see and use all the shared report templates before the move and upgrade. The problem appeared after the move and the upgrade, and has persisted for three months, through many reboots and restarts. If you use the same userid but a workstation registered for a different org unit (even if it's actually the same computer), the shared templates display correctly. It's not related to the user's permission group or the user's home library or the user's working location, just the location where the workstation is registered. Any suggestions? Judy Daniluk Director of Internet Services, North Texas Library Partners 6320 Southwest Blvd., Suite 101, Fort Worth, TX 76109 jdani...@ntrls.orgmailto:jdani...@ntrls.org 817-201-6778 (cell)www.ntxlibpartners.orghttp://www.ntxlibpartners.org
Re: [OPEN-ILS-GENERAL] hard due dates?
The circulation policies are referring to a hard due date rule. You will need to configure that first. Then it should appear in the dropdown when editing the circulation policies. Thomas Berezansky Merrimack Valley Library Consortium Quoting Gordana Vitez gvi...@niagaracollege.ca: Hi there, I'm trying to set a hard due date for end of semester in the Circulation Policies. Unfortunately, any format I use for the date seems to be wrong. I could reference to a date in the documentation using this format 1970-1-31. But when I try it with 2011-12-16, it doesn't save. Can anyone tell me what the format should be for that date? Or what I might be doing wrong? We're using 2.0.7. Thanks! Gordana Gordana Vitez Library Services Systems Coordinator NC Libraries and Learning Commons Niagara College 300 Woodlawn Rd Welland Ontario L3C 7L3 Phone: (905) 735 2211 ext 7404 Fax: (905) 736 6021 gvi...@niagaracollege.ca