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

[Walz, Jennifer]

All –

  I would prefer the ITEM and ITEM LOCATION designators – and consistency 
across all functions / buttons / screens / views etc would be very welcome.

As Dan and Lynn point out below, there have been VAST inconsistencies and also 
problems with function.If we stick with item (which implies copy, call 
number, and barcode), that keeps it very simple. Copies has the implication 
of multiple copies of a title of a book, whereas we mean more than that in most 
systems because we will have different kinds of physical things attached to one 
MARC record.Using the term ‘items’ keeps it most generic.

  Thanks!

Jennifer

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Daniel 
Wells
Sent: Tuesday, August 07, 2018 6:52 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Towards more consistent terminology in the web 
client


As for the "Add Volumes" vs "Add Copies", the problem there was that the 
omnibus branch created an "Add Volume" menu entry within the holdings view 
which did exactly that, add an empty "volume" (call number) with no copy.  It 
felt like bad design to have this menu entry for "Add Volume" which only added 
the call number while also having an "Add Volumes" button which added both the 
call number and the copy.  An early revision, for maximum clarity, relabeled 
the record-level button to "Add Volumes and Copies", but a long button label 
such as that brings its own challenges.  It was then reasoned that "Add Copies" 
in some sense implicitly means (at the record level) "Add (Volumes and) 
Copies", since you can't have the second without the first.  And thus the 
current label was born.

Sincerely,
Dan

On Tue, Aug 7, 2018 at 5:40 PM, Lynn Floyd 
mailto:lfl...@andersonlibrary.org>> wrote:
I came up with another terminology that should be looked at Call Number vs. 
Volume.  There are lots of places where these terms are used interchangeably.

Lynn Floyd
lfl...@andersonlibrary.org
Anderson County Library
Anderson, SC

Re: [OPEN-ILS-GENERAL] Reports - Item Source - Parent circulation?

[Walz, Jennifer]

Terran,

  I was doing something very similar, but instead of JUST the last circ, I was 
getting all kinds of results.   But I will try it again.   Maybe I was 
selecting the wrong source to start with.

Thanks!

Jennifer

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Terran 
McCanna
Sent: Tuesday, July 31, 2018 8:30 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Reports - Item Source - Parent circulation?

Hi Jennifer,

I would built that report like this:

Source: Classic Item List

Filters:
Status > id (Operater = In List)
Owning Library > id (Operator = In List)
Deleted (Operator = Equals, Filter Value = f)

Display Fields:
Circ Modifier
Callnumber Label
Title
Barcode
Patron Barcode
Patron Name



Terran McCanna
PINES Program Manager
Georgia Public Library Service
tmcca...@georgialibraries.org<mailto:tmcca...@georgialibraries.org>

* The GPLS office is in the midst of relocating offices. We may be reached by 
all of the current mechanisms during the transition, but to ensure the most 
prompt response, please use the Help Desk:  https://help.georgialibraries.org


On Tue, Jul 31, 2018 at 4:57 PM, Walz, Jennifer 
mailto:jlw...@asbury.edu>> wrote:
John,

  I would like the CURRENT item checked out with the CURRENT patron name who 
has it. It would be great to see all the items with the status of 
checkedout, for our location, with a borrower listed for each item who has the 
item out.

Is that the ‘active circulation’??   What are ‘linked’ circulations?

  WHY is this so hard?  Don’t libraries want to know how many items are out 
currently, what they are, and who has them? Should be a ‘one-click’ report.

Thanks!

Jennifer

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org<mailto:open-ils-general-boun...@list.georgialibraries.org>]
 On Behalf Of John Amundson
Sent: Tuesday, July 31, 2018 4:46 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Reports - Item Source - Parent circulation?

Hi, Jennifer:

Are you looking to get information for the patron who CURRENTLY has the item 
checked out or for the patron who had the item checked out PRIOR to the current 
checkout?

The former is easy, the latter... may not be as friendly.

The Parent Circulation relates to renewals. If an item is renewed, the parent 
circ was the circulation that led to the renewal.

John




[https://lh5.googleusercontent.com/C1fNrKOLEXFs-jfAIXQIMqbKqVBCJrBceOenfgotAcJE6XtZ2ZeeTYFkyfir63-HfzjX6q5zhBQWiO5RZk2tYnWzJ1_rjAADAH4nCmiuhNJuoG8HZLq7MBW-pAU4R9ScKcCybdVO]<http://www.cwmars.org>


John Amundson | Library Applications Associate III | CW MARS

jamund...@cwmars.org<mailto:jamund...@cwmars.org> | 508-755-3323 
x322

http://www.cwmars.org<http://www.cwmars.org/>


On Tue, Jul 31, 2018 at 3:16 PM, Walz, Jennifer 
mailto:jlw...@asbury.edu>> wrote:
All –

I’m trying to get a report to run with the LAST circulating patron on items 
currently checked out.   Is that the Parent Circulation?What IS the parent 
circulation?

If not, what is the data point in the Item Source to help me get to that 
information?

I want a report with this information:   current status=checked out, list of 
item barcode, title, call number, and circ mod.   Also need for each item, the 
LAST circ patron (i.e. the one who has it out now) with barcode and last name.

  Any advice is welcome.

Thanks!

Jennifer
--
Jennifer Walz, MLS - Head of ILS Reporting Mania
Kinlaw Library -  Asbury University
One Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269
jlw...@asbury.edu<mailto:jlw...@asbury.edu>

Re: [OPEN-ILS-GENERAL] Reports - Item Source - Parent circulation?

[Walz, Jennifer]

John,

  I would like the CURRENT item checked out with the CURRENT patron name who 
has it. It would be great to see all the items with the status of 
checkedout, for our location, with a borrower listed for each item who has the 
item out.

Is that the ‘active circulation’??   What are ‘linked’ circulations?

  WHY is this so hard?  Don’t libraries want to know how many items are out 
currently, what they are, and who has them? Should be a ‘one-click’ report.

Thanks!

Jennifer

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of John 
Amundson
Sent: Tuesday, July 31, 2018 4:46 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Reports - Item Source - Parent circulation?

Hi, Jennifer:

Are you looking to get information for the patron who CURRENTLY has the item 
checked out or for the patron who had the item checked out PRIOR to the current 
checkout?

The former is easy, the latter... may not be as friendly.

The Parent Circulation relates to renewals. If an item is renewed, the parent 
circ was the circulation that led to the renewal.

John




[https://lh5.googleusercontent.com/C1fNrKOLEXFs-jfAIXQIMqbKqVBCJrBceOenfgotAcJE6XtZ2ZeeTYFkyfir63-HfzjX6q5zhBQWiO5RZk2tYnWzJ1_rjAADAH4nCmiuhNJuoG8HZLq7MBW-pAU4R9ScKcCybdVO]<http://www.cwmars.org>


John Amundson | Library Applications Associate III | CW MARS

jamund...@cwmars.org<mailto:jamund...@cwmars.org> | 508-755-3323 
x322

http://www.cwmars.org<http://www.cwmars.org/>


On Tue, Jul 31, 2018 at 3:16 PM, Walz, Jennifer 
mailto:jlw...@asbury.edu>> wrote:
All –

I’m trying to get a report to run with the LAST circulating patron on items 
currently checked out.   Is that the Parent Circulation?What IS the parent 
circulation?

If not, what is the data point in the Item Source to help me get to that 
information?

I want a report with this information:   current status=checked out, list of 
item barcode, title, call number, and circ mod.   Also need for each item, the 
LAST circ patron (i.e. the one who has it out now) with barcode and last name.

  Any advice is welcome.

Thanks!

Jennifer
--
Jennifer Walz, MLS - Head of ILS Reporting Mania
Kinlaw Library -  Asbury University
One Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269
jlw...@asbury.edu<mailto:jlw...@asbury.edu>

[OPEN-ILS-GENERAL] Reports - Item Source - Parent circulation?

[Walz, Jennifer]

All -

I'm trying to get a report to run with the LAST circulating patron on items 
currently checked out.   Is that the Parent Circulation?What IS the parent 
circulation?

If not, what is the data point in the Item Source to help me get to that 
information?

I want a report with this information:   current status=checked out, list of 
item barcode, title, call number, and circ mod.   Also need for each item, the 
LAST circ patron (i.e. the one who has it out now) with barcode and last name.

  Any advice is welcome.

Thanks!

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

Re: [OPEN-ILS-GENERAL] 3.2 Preparing for XUL client removal / browser client blockers

[Walz, Jennifer]

All –

  I will have to strenuously agree with Diane on this one.   If this is 
non-functional in the web version, it will be a no-go for us.

Thanks!

Jennifer

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Diane 
Disbro
Sent: Monday, May 14, 2018 8:11 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] 3.2 Preparing for XUL client removal / browser 
client blockers

Good evening -

I know there is a bug report for not being able to edit the attributes of more 
than one item at a time in Webby but I can't find it. XUL allows that function. 
It is used by circ staff to change shelving locations and circulating 
library.We positively must have that function. I talked to several people at 
the conference about this bug and everyone told me that it isn't slated for 
squashing in any upcoming upgrade.

I know that we can use copy buckets to change attributes of more than one item 
at a time but that makes a simple task more complicated.

If I need to submit another bug report about this, let me know.

Thank you.

Diane Disbro
Branch Manager/Circulation Coordinator
Union Branch
Scenic Regional Library
308 Hawthorne Drive
Union, MO 63084
(636) 583-3224
ddis...@scenicregional.org

On Wed, May 9, 2018 at 3:57 PM, Bill Erickson 
> wrote:
Hi All,

We had a discussion at the Evergreen conference hackfest about our plans for 
removing the XUL staff client from Evergreen, effective with the release of 
version 3.2.  I wanted to recap some of that here and open the door to any 
questions or concerns about the process.

The key point of discussion centered around ensuring the browser client is up 
to the task of replacing the XUL client for all users when the XUL client goes 
away.  (A number of cataloging bugs in particular stood out during the 
discussion).

Of special interest will be input from sites that are already using the browser 
client in production, but still have some staff using the XUL client, or any 
sites that delayed migration.  We need details on why they are unable to make 
the switch to the browser client.

To track these, I propose we once again make use of the Launchpad 
"webstaffblocker" tag to indicate which bugs we consider blockers for migrating 
away from the XUL client.  These bugs should of course also be marked as High 
priority.

We have a few such bugs already:

https://bugs.launchpad.net/evergreen/+bugs?field.tag=webstaffblocker

If you are aware of any bugs that should be added to this list, please 
add/update the bugs in Launchpad.  Of course, we can't plan when we'll find 
bugs, but getting the ones we know about solidified sooner than later helps 
ensure we can address them during the 3.2 development cycle.

When determining whether a bug should be a blocker, a good rule of thumb is 
that the bug describes a feature or work flow that's regularly performed by 
staff in the XUL client that either has no analog in the browser client or 
requires an untenable number of extra steps in the browser client to accomplish.

Please feel free to add anything I missed from the discussion or reply with 
questions, etc.

Thanks,

-b

Re: [OPEN-ILS-GENERAL] Weird error message

[Walz, Jennifer]

All –

  Yup.  We are trying to load a serial title with over 600 items / issues 
attached.   We would like to be able to load that screen and to edit that title 
/ issues.

  How can we get around this?   What will fix it?  What do we have to 
do to add more to this title??   Remove items so that it will work?

Thanks!

Jennifer


From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Willis, Beth
Sent: Wednesday, May 02, 2018 1:47 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Weird error message

Here is a related bug: https://bugs.launchpad.net/evergreen/+bug/1235458

On Tue, May 1, 2018 at 7:22 PM, Blake Henderson 
<bl...@mobiusconsortium.org<mailto:bl...@mobiusconsortium.org>> wrote:
Jennifer,

I've seen that. I believe autogen fixes it (maybe).

On Tue, May 1, 2018, 4:02 PM Walz, Jennifer 
<jlw...@asbury.edu<mailto:jlw...@asbury.edu>> wrote:
What does this message mean in the Holdings Maintenance??

  TypeError: acn_tree_list is null


Thanks!

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




--
Beth Willis
Digital & Catalog Librarian
NOBLE, Inc.
26 Cherry Hill Drive
Danvers, MA 01923

[OPEN-ILS-GENERAL] Weird error message

[Walz, Jennifer]

What does this message mean in the Holdings Maintenance??

  TypeError: acn_tree_list is null


Thanks!

Jennifer
--
Jennifer Walz, MLS - Head of Research & Distance Services
Kinlaw Library -  Asbury University
One Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269
jlw...@asbury.edu

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

[Walz, Jennifer]

All -

  From a 'end user' / power user standpoint (and the admin) PLEASE PLEASE don't 
get rid of the Holdings Maintenance view / screen / option!!Oh my.   We use 
that for so many things.   It just helps visually to know where a volume is, if 
it is labeled correctly, if it has copies assigned, and are there others in the 
system.

PLEASE keep the Holdings Maintenance.  It is one of the BEST things in 
Evergreen.

(The other BEST thing ever is the Item Status Display.   NEVER get rid of 
that either!)

Thanks!

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



From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
scott.tho...@sparkpa.org
Sent: Thursday, March 29, 2018 10:12 AM
To: Evergreen Discussion Group
Subject: [OPEN-ILS-GENERAL] Holdings View in Web Client

I just had this reported to me, and it does seem to be problematic. Many of our 
libraries use Holdings Maintenance in XUL as the first step in adding volumes 
and copies. This works out well because, even if a given library system has no 
volumes or copies under a given title, the org unit tree for that system 
appears in Holdings Maintenance and you can easily add volumes / copies to a 
specific branch. This tree does not appear in the Web Client so adding volumes 
to a branch requires several more steps as a user is forced to select the 
branch org unit at several junctures.  Am I missing something? Has anyone else 
noticed this?

Scott


Scott Thomas
Executive Director
PaILS / SPARK
(717) 873-9461
scott.tho...@sparkpa.org
Stay informed! Join the SPARK-User Email List:
https://mail.palibrary.org/mailman/listinfo/spark-users
[Description: Description: Training | SPARK - Pennsylvania's Statewide Library 
System]

Re: [OPEN-ILS-GENERAL] Billing notices?

[Walz, Jennifer]

Dawn,

Thank you for this great information! That sounds like a workable process, 
but it sure would be nice to have this occur with the Evergreen software 
instead.   It sounds like you do a great deal of work to make this happen! 
Why can’t it be automated?

   Thanks!

Jennifer

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Dawn 
Fritz
Sent: Tuesday, March 13, 2018 10:53 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Billing notices?

Hi,

We are relatively new to Evergreen, this past October was our start time. With 
our former system a Balance Notice was automatically generated to send to 
patrons who had fines which would cause them to lose privileges. With the help 
of Elizabeth Davis, we created a Report which gives us a list of patrons who 
have had the Alert added to their record saying that they've reached the Fine 
Threshold. By adding a filter to say when the Alert was added, and having the 
report run daily, we can then send a Balance Notice to patrons each day. We 
have a Google Doc set up for our Notice and we just change the name, address, 
etc. for each new patron. The amount the patron owes is another filter, and 
sometimes it's not correct in the report. That's not a problem for us since 
we're already going through the list to choose which patrons get a Notice.

If you'd like more details, I'll be glad to try to share what we use.

Dawn Fritz - Circulation Manager
Bethlehem Area Public Library
Bethlehem Pa

On Tue, Mar 13, 2018 at 10:24 AM, Walz, Jennifer 
<jlw...@asbury.edu<mailto:jlw...@asbury.edu>> wrote:
Terran,

Thanks!   That gets a bit closer.

   I am TRYING to use that trigger for the notices.   It seems like a good fit, 
but I don’t see that it is working properly.  So there must be something I am 
missing.The trigger or hook or something is not right.

  And for clarification to everyone – I don’t mean billing for lost or damaged 
items.   I mean for FINES.   Fines that have exceeded a threshold or amount.   
Fines that have been on an account for a certain period of time.   HOW does 
everyone deal with this? Does everyone just let the amount sit there? I 
know that there is a way to limit their circulation functions or other things 
when the amount reaches a limit, but wouldn’t it be nice to NOTIFY people when 
that happens before they try to come in to check out books?It would also be 
very effective to notify patrons on some kind of time line so that they don’t 
let the amount sit and never get paid.   To be more clear – we have a 
transitory population – at an academic institution.   We cannot let our 
students leave campus without taking care of their bills – especially those 
over any limits we set.   It would be GREAT to have the notices go out one last 
time just prior to the end of each semester.   (our previous system had things 
like this and I confess I don’t know why this is so difficult in Evergreen)

  Why can’t notices be triggered by a specific date?   Or a relative date?

Thanks for any information anyone can supply!

Jennifer

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org<mailto:open-ils-general-boun...@list.georgialibraries.org>]
 On Behalf Of Terran McCanna
Sent: Tuesday, March 13, 2018 10:10 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Billing notices?

Hi Jennifer,
These are the notices we send out:
https://pines.georgialibraries.org/dokuwiki/doku.php?id=circ:notification-wording
We do not send any notices when a patron hits a total bill amount threshold.
There is an an action trigger hook for penalty.PATRON_EXCEEDS_FINES but I have 
not tested it to see if it will work for what you want to do.

Terran McCanna
PINES Program Manager
Georgia Public Library Service
1800 Century Place, Suite 150 
<https://maps.google.com/?q=1800+Century+Place,+Suite+150++%0D%0AAtlanta,+GA+30345=gmail=g>
Atlanta, GA 30345
404-235-7138<tel:(404)%20235-7138>
tmcca...@georgialibraries.org<mailto:tmcca...@georgialibraries.org>

On Tue, Mar 13, 2018 at 9:58 AM, Walz, Jennifer 
<jlw...@asbury.edu<mailto:jlw...@asbury.edu>> wrote:
All –

So far I have received no response from anyone regarding billings.Are you 
telling me that NO LIBRARY out in Evergreen land ever sends out a bill to their 
patrons?

  Surely this is not true.And then, if you DO send out a notice, what form 
does it take and how do you do it from Evergreen? What is the trigger?   
What is the notice language like?   What is the frequency?   WHEN does it 
escalate to a collections agency? How do you handle that with a 
notification?

I have had at least 2 other people contact me to ask how this is done.   Surely 
there is a need for this out there.

Can anyone help?

Thanks!

Jennifer
--
Jennifer Walz, MLS - Head of Research & Distance Services
K

Re: [OPEN-ILS-GENERAL] Billing notices?

[Walz, Jennifer]

Jason and those he mentions -

 Thanks!I would be grateful for ANY information about how to set this up.   
I CAN set up the trigger notice in the system IF I have some solid information 
about how make it work.What triggers?  What hooks?  What defaults?  Etc.

 Can someone from Bibliomation or IIRC comment?   Send some specifics?   How 
about any other academic libraries?

 Anything that you can supply Jason would be most gratefully received.

 Thanks!

Jennifer

-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Jason 
Stephenson
Sent: Tuesday, March 13, 2018 10:59 AM
To: open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] Billing notices?

Jennifer, et al.

We generate bills for fines for some of our members. These are usually sent by 
email using what I believe are the stock triggers for this. The emails are sent 
when the patron exceeds the fine count.

We may generate PDF bills for this for some of our members, but I'd need to 
check that code to make certain, and I'm a bit busy with other things at the 
moment.

It sounds like you're asking for something that Evergreen may not do out of the 
box, but I think Bibliomation may have set up once for their academic members. 
IIRC, they had something that would generate billing notices for students near 
the end of the semester.

If you want more information about the usual fine notices, I can probably look 
it up later.

Cheers,
Jason

Re: [OPEN-ILS-GENERAL] Billing notices?

[Walz, Jennifer]

Terran,

Thanks!   That gets a bit closer.

   I am TRYING to use that trigger for the notices.   It seems like a good fit, 
but I don’t see that it is working properly.  So there must be something I am 
missing.The trigger or hook or something is not right.

  And for clarification to everyone – I don’t mean billing for lost or damaged 
items.   I mean for FINES.   Fines that have exceeded a threshold or amount.   
Fines that have been on an account for a certain period of time.   HOW does 
everyone deal with this? Does everyone just let the amount sit there? I 
know that there is a way to limit their circulation functions or other things 
when the amount reaches a limit, but wouldn’t it be nice to NOTIFY people when 
that happens before they try to come in to check out books?It would also be 
very effective to notify patrons on some kind of time line so that they don’t 
let the amount sit and never get paid.   To be more clear – we have a 
transitory population – at an academic institution.   We cannot let our 
students leave campus without taking care of their bills – especially those 
over any limits we set.   It would be GREAT to have the notices go out one last 
time just prior to the end of each semester.   (our previous system had things 
like this and I confess I don’t know why this is so difficult in Evergreen)

  Why can’t notices be triggered by a specific date?   Or a relative date?

Thanks for any information anyone can supply!

Jennifer

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Terran 
McCanna
Sent: Tuesday, March 13, 2018 10:10 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Billing notices?

Hi Jennifer,
These are the notices we send out:
https://pines.georgialibraries.org/dokuwiki/doku.php?id=circ:notification-wording
We do not send any notices when a patron hits a total bill amount threshold.
There is an an action trigger hook for penalty.PATRON_EXCEEDS_FINES but I have 
not tested it to see if it will work for what you want to do.

Terran McCanna
PINES Program Manager
Georgia Public Library Service
1800 Century Place, Suite 150
Atlanta, GA 30345
404-235-7138
tmcca...@georgialibraries.org<mailto:tmcca...@georgialibraries.org>

On Tue, Mar 13, 2018 at 9:58 AM, Walz, Jennifer 
<jlw...@asbury.edu<mailto:jlw...@asbury.edu>> wrote:
All –

So far I have received no response from anyone regarding billings.Are you 
telling me that NO LIBRARY out in Evergreen land ever sends out a bill to their 
patrons?

  Surely this is not true.And then, if you DO send out a notice, what form 
does it take and how do you do it from Evergreen? What is the trigger?   
What is the notice language like?   What is the frequency?   WHEN does it 
escalate to a collections agency? How do you handle that with a 
notification?

I have had at least 2 other people contact me to ask how this is done.   Surely 
there is a need for this out there.

Can anyone help?

Thanks!

Jennifer
--
Jennifer Walz, MLS - Head of Research & Distance Services
Kinlaw Library -  Asbury University
One Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269<tel:(859)%20858-3511>
jlw...@asbury.edu<mailto:jlw...@asbury.edu>

[OPEN-ILS-GENERAL] Billing notices?

[Walz, Jennifer]

All -

So far I have received no response from anyone regarding billings.Are you 
telling me that NO LIBRARY out in Evergreen land ever sends out a bill to their 
patrons?

  Surely this is not true.And then, if you DO send out a notice, what form 
does it take and how do you do it from Evergreen? What is the trigger?   
What is the notice language like?   What is the frequency?   WHEN does it 
escalate to a collections agency? How do you handle that with a 
notification?

I have had at least 2 other people contact me to ask how this is done.   Surely 
there is a need for this out there.

Can anyone help?

Thanks!

Jennifer
--
Jennifer Walz, MLS - Head of Research & Distance Services
Kinlaw Library -  Asbury University
One Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269
jlw...@asbury.edu

[OPEN-ILS-GENERAL] Billing notices - anyone use them?

[Walz, Jennifer]

All -

I really want to have a notice go out to our patrons when they exceed the 
penalty threshold.   Has anyone done this??How do I set this up?   Details 
please!

  Also, it would be great to maybe have an additional notice go out at certain 
intervals AFTER the initial notice.   How is that done?

Thanks!

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

[OPEN-ILS-GENERAL] Billing notices

[Walz, Jennifer]

All -

  I think we are having trouble with our 'billing' notice.   I am not sure we 
have it set correctly with the right trigger and so forth.  Patrons do not seem 
to be getting these, even when we think the conditions have been met.

What we want is for when a patron goes past the $5.00 limit in total amount 
owed, to be sent a notice saying that.   And also telling them that their 
ability to check out is now prevented.In addition, we would like this to 
REPEAT every week (can we set it smaller?) until it is paid down below that 
limit.   Is this possible?

  What we have set now is this:

[cid:image003.jpg@01D39B91.20842250]

  What are the correct hooks, processing delay, validators, and granularity 
that we do want to set?Am I missing something?  What other settings do we 
need?

Thanks!

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

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

[Walz, Jennifer]

Jane,

 I'm up for it.   For precisely the things that I just posted on the general 
list.   Stuff that differs in how we do business than public libraries.   Like 
how we do holds and how we want the display in the public catalog to appear.

  I can probably list a bunch of other things like that, but I am sure others 
can as well.  I hope you get some responses.

 Thanks!

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



-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Jane 
Sandberg
Sent: Thursday, January 11, 2018 8:19 PM
To: Evergreen Discussion Group
Subject: [OPEN-ILS-GENERAL] Are folks still interested in Evergreen for 
Academics?

Hi Evergreeners,

A while back, there was a great group of folks at academic institutions who 
were discussing issues of interest to academic libraries that use Evergreen 
(e.g. course reserves, cataloging and display needs, workflows, integration 
with campus systems).

There's some documentation of this group here:
https://wiki.evergreen-ils.org/doku.php?id=evergreen_for_academics

Would folks be interested in seeing this group return?  If so, what sorts of 
activities and/or discussions do you think would be fruitful for this group to 
engage in?

Thanks,

-Jane


--
Jane Sandberg
Electronic Resources Librarian
Linn-Benton Community College
sand...@linnbenton.edu / 541-917-4655
Pronouns: she/her/hers or they/them/theirs

Re: [OPEN-ILS-GENERAL] Holds in the public catalog

[Walz, Jennifer]

Jason,

 Oh good!I was worried there for a minute.   That is wonderful!   We like 
it.   I will do some testing to make sure...

Thanks!

Jennifer

-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Jason 
Stephenson
Sent: Wednesday, January 10, 2018 8:00 PM
To: OpenILS General List
Subject: Re: [OPEN-ILS-GENERAL] Holds in the public catalog

Jennifer,

Dan's previous message explains the function better than I did. After looking 
more carefully it hides the place hold button unless no copies are locally 
available.

As long as staff are able to place unfillable holds, then the place hold link 
will always show up in the staff client.

HtH,
Jason

On 01/10/2018 05:37 PM, Walz, Jennifer wrote:
> Jason,
> 
>  Thanks.   Good to know.   We have set this and I think it will be fine as 
> being removed from every screen.   We have so much trouble with holds now, 
> that I am completely ok with not having it there at all.
> 
>   When you say staff function is effected, do you mean this also messes with 
> the staff client in Evergreen? Now that would be just goofy.  
> 
>  Jennifer
> 
> -Original Message-
> From: Open-ils-general 
> [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf 
> Of Jason Stephenson
> Sent: Wednesday, January 10, 2018 4:35 PM
> To: open-ils-general@list.georgialibraries.org
> Subject: Re: [OPEN-ILS-GENERAL] Holds in the public catalog
> 
> Jennifer,
> 
> My reading of the templates indicates that setting ctx.holds_block.enabled to 
> true will make the place hold link disappear, everywhere, even when there are 
> available copies.
> 
> It will basically remove the ability of patrons to place holds. (Quite 
> possibly staff, too.)
> 
> I may have missed something, but that is what I see.
> 
> There is some logic there to only show the button if "available" copies show 
> up, but the OPAC's definition of available and yours may disagree.
> The OPAC can't evaluate the hold matrix for instance.
> 
> HtH,
> Jason
> 
> On 01/10/2018 04:12 PM, Walz, Jennifer wrote:
>> Dan,
>>
>>  
>>
>> Is this the real fix? The link will then go away on every screen?
>>
>>  
>>
>> That would be wonderful!
>>
>>  
>>
>> Thanks!
>>
>>  
>>
>> Jennifer
>>
>>  
>>
>> *From:*Open-ils-general
>> [mailto:open-ils-general-boun...@list.georgialibraries.org] *On 
>> Behalf Of *Dan Scott
>> *Sent:* Wednesday, January 10, 2018 2:09 PM
>> *To:* Evergreen Discussion Group
>> *Subject:* Re: [OPEN-ILS-GENERAL] Holds in the public catalog
>>
>>  
>>
>> I think you want to try "ctx.holds_block.enabled = 'true';" in
>> config.tt2 in your public catalogue configuration file.
>>
>>  
>>
>> On Wed, Jan 10, 2018 at 12:31 PM, Walz, Jennifer <jlw...@asbury.edu 
>> <mailto:jlw...@asbury.edu>> wrote:
>>
>> All –
>>
>>  
>>
>>   IS there a way to prevent the “place a hold” link from showing up 
>> in the public catalog, everywhere??   We want it so ONLY show up on 
>> items that fill our hold requirement – those items that are checked 
>> out or NOT available.
>>
>>  
>>
>>   We have set the proper condition in the Library Settings to not 
>> have holds for available items, but the link still shows up in the 
>> public catalog for EVERYTHING.   Can it be made to go away?  What are 
>> the steps to make this happen?
>>
>>  
>>
>>   Right now it is so confusing to our users and they keep trying to 
>> “place a hold” on items that will never be holdable.    It is 
>> extremely annoying.
>>
>>  
>>
>> Thanks!
>>
>>  
>>
>> Jennifer
>>
>> --
>> Jennifer Walz, MLS - Head of ILS confusion Kinlaw Library -  *Asbury
>> University* One Macklem Drive, Wilmore, KY 40390
>> 859-858-3511 ext. 2269 <tel:(859)%20858-3511> jlw...@asbury.edu 
>> <mailto:jlw...@asbury.edu>
>>
>>  
>>
>>  
>>
>>  
>>

Re: [OPEN-ILS-GENERAL] Holds in the public catalog

[Walz, Jennifer]

Jason,

 Thanks.   Good to know.   We have set this and I think it will be fine as 
being removed from every screen.   We have so much trouble with holds now, that 
I am completely ok with not having it there at all.

  When you say staff function is effected, do you mean this also messes with 
the staff client in Evergreen? Now that would be just goofy.  

 Jennifer

-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Jason 
Stephenson
Sent: Wednesday, January 10, 2018 4:35 PM
To: open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] Holds in the public catalog

Jennifer,

My reading of the templates indicates that setting ctx.holds_block.enabled to 
true will make the place hold link disappear, everywhere, even when there are 
available copies.

It will basically remove the ability of patrons to place holds. (Quite possibly 
staff, too.)

I may have missed something, but that is what I see.

There is some logic there to only show the button if "available" copies show 
up, but the OPAC's definition of available and yours may disagree.
The OPAC can't evaluate the hold matrix for instance.

HtH,
Jason

On 01/10/2018 04:12 PM, Walz, Jennifer wrote:
> Dan,
> 
>  
> 
> Is this the real fix? The link will then go away on every screen?
> 
>  
> 
> That would be wonderful!
> 
>  
> 
> Thanks!
> 
>  
> 
> Jennifer
> 
>  
> 
> *From:*Open-ils-general
> [mailto:open-ils-general-boun...@list.georgialibraries.org] *On Behalf 
> Of *Dan Scott
> *Sent:* Wednesday, January 10, 2018 2:09 PM
> *To:* Evergreen Discussion Group
> *Subject:* Re: [OPEN-ILS-GENERAL] Holds in the public catalog
> 
>  
> 
> I think you want to try "ctx.holds_block.enabled = 'true';" in
> config.tt2 in your public catalogue configuration file.
> 
>  
> 
> On Wed, Jan 10, 2018 at 12:31 PM, Walz, Jennifer <jlw...@asbury.edu 
> <mailto:jlw...@asbury.edu>> wrote:
> 
> All –
> 
>  
> 
>   IS there a way to prevent the “place a hold” link from showing up in 
> the public catalog, everywhere??   We want it so ONLY show up on items 
> that fill our hold requirement – those items that are checked out or 
> NOT available.
> 
>  
> 
>   We have set the proper condition in the Library Settings to not have 
> holds for available items, but the link still shows up in the public 
> catalog for EVERYTHING.   Can it be made to go away?  What are the 
> steps to make this happen?
> 
>  
> 
>   Right now it is so confusing to our users and they keep trying to 
> “place a hold” on items that will never be holdable.    It is 
> extremely annoying.
> 
>  
> 
> Thanks!
> 
>  
> 
> Jennifer
> 
> --
> Jennifer Walz, MLS - Head of ILS confusion Kinlaw Library -  *Asbury 
> University* One Macklem Drive, Wilmore, KY 40390
> 859-858-3511 ext. 2269 <tel:(859)%20858-3511> jlw...@asbury.edu 
> <mailto:jlw...@asbury.edu>
> 
>  
> 
>  
> 
>  
> 

Re: [OPEN-ILS-GENERAL] Holds in the public catalog

[Walz, Jennifer]

Dan,

Is this the real fix? The link will then go away on every screen?

That would be wonderful!

Thanks!

Jennifer

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Dan 
Scott
Sent: Wednesday, January 10, 2018 2:09 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Holds in the public catalog

I think you want to try "ctx.holds_block.enabled = 'true';" in config.tt2 in 
your public catalogue configuration file.

On Wed, Jan 10, 2018 at 12:31 PM, Walz, Jennifer 
<jlw...@asbury.edu<mailto:jlw...@asbury.edu>> wrote:
All –

  IS there a way to prevent the “place a hold” link from showing up in the 
public catalog, everywhere??   We want it so ONLY show up on items that fill 
our hold requirement – those items that are checked out or NOT available.

  We have set the proper condition in the Library Settings to not have holds 
for available items, but the link still shows up in the public catalog for 
EVERYTHING.   Can it be made to go away?  What are the steps to make this 
happen?

  Right now it is so confusing to our users and they keep trying to “place a 
hold” on items that will never be holdable.It is extremely annoying.

Thanks!

Jennifer
--
Jennifer Walz, MLS - Head of ILS confusion
Kinlaw Library -  Asbury University
One Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269<tel:(859)%20858-3511>
jlw...@asbury.edu<mailto:jlw...@asbury.edu>

[OPEN-ILS-GENERAL] Holds in the public catalog

[Walz, Jennifer]

All –

  IS there a way to prevent the “place a hold” link from showing up in the 
public catalog, everywhere??   We want it so ONLY show up on items that fill 
our hold requirement – those items that are checked out or NOT available.

  We have set the proper condition in the Library Settings to not have holds 
for available items, but the link still shows up in the public catalog for 
EVERYTHING.   Can it be made to go away?  What are the steps to make this 
happen?

  Right now it is so confusing to our users and they keep trying to “place a 
hold” on items that will never be holdable.It is extremely annoying.

Thanks!

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

Re: [OPEN-ILS-GENERAL] changing shelving location of multiple items at one time

[Walz, Jennifer]

All –

This is very very bad.   The ONE very great thing about the current Evergreen 
IS the batch item editor.  Bar none.   If it goes away, or is unusable, that is 
a disaster!

  Please make sure this is fixed.   It is such a great tool and we rely on it 
almost weekly for this purpose.

Thanks!

Jennifer

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Janet 
Schrader
Sent: Friday, November 24, 2017 5:33 PM
To: ddis...@scenicregional.org; Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] changing shelving location of multiple items at 
one time

Hi Diane,

This is listed in Launchpad as a bug which says in the web client you can not 
edit items as a batch
https://bugs.launchpad.net/evergreen/+bug/1691861

I tried editing mulltiple items on our training server and got the same results 
you did.


Janet

On Wed, Nov 22, 2017 at 5:34 PM, Diane Disbro 
> wrote:
I scanned two items into item status, checked the box on each line, and chose 
Edit Item from the Actions tab. Two windows opened, one for each item. I 
changed the shelving location for the item in the front window. The location 
was changed for that item but not for the second item in the second window. --- 
???

Diane Disbro
Circulation Coordinator/Branch Manager
Union Branch
Scenic Regional Library
308 Hawthorne 
Drive
Union, MO 
63084
636-583-3224
ddis...@scenicregional.org
www.scenicregional.org


From: Deborah Luchenbill 
[mailto:debo...@mobiusconsortium.org]
Sent: Wednesday, November 22, 2017 4:09 PM
To: Diane Disbro; Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] changing shelving location of multiple items at 
one time

Diane,

You can still make batch changes, like shelving location, to items using the 
Item Status screen, as well as in Copy Buckets.  You'll scan in all the items, 
check their boxes, then go to Edit: Items in the Actions menu.  Any changes you 
make in the Copy Editor will be applied to all the items you checked.  Be sure 
that your pop-up blocker is off or set to accept pop-ups from Evergreen.

Sincerely,
Debbie




Debbie Luchenbill
Evergreen Coordinator
MOBIUS
111 E. Broadway, Ste. 
220
Columbia, MO 

  
65203
deb...@mobiusconsortium.org
573-234-4914
https://mobiusconsortium.org
Missouri Evergreen Help Desk: 
h...@mobiusconsortium.org / 
877-312-3517
http://libraries.missourievergreen.org

On Wed, Nov 22, 2017 at 3:12 PM, Diane Disbro 
> wrote:
Good afternoon –

In the XULrunner, we can change the shelving location of multiple items at the 
same time in the Copy Editor. Will we not be able to do that Webby? Copy 
buckets will be our only option for changing more than one item at a time?

Thank you.

Diane Disbro
Circulation Coordinator/Branch Manager
Union Branch
Scenic Regional Library
308 Hawthorne 
Drive
Union, 
MO
 
63084
636-583-3224
ddis...@scenicregional.org
www.scenicregional.org






--
Janet Schrader
BIbliographic Services Supervisor
C/W MARS Inc.
67 Millbrook Street, Suite 201
Worcester, MA
tel: 508-755-3323 ext. 325
fax: 508-757-7801

Re: [OPEN-ILS-GENERAL] Label Printer Context and spine labels

[Walz, Jennifer]

Check your settings in Firefox and or IE.   I have noticed that Evergreen pulls 
the defaults from browser settings.   Causes all kinds of trouble if you don't 
know how they are set.

  Change those and you will find it will be better.  :)

Jennifer
--
Jennifer Walz, MLS - Head of Printing Systems
Kinlaw Library  - Asbury University
1 Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269
jlw...@asbury.edu

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Josh 
Stompro
Sent: Thursday, October 05, 2017 10:58 AM
To: open-ils-general@list.georgialibraries.org
Subject: [OPEN-ILS-GENERAL] Label Printer Context and spine labels

Hello, I've been having some problems setting up a spine label printer on one 
computer.

Even though I go into the workstation printer settings editor and set the 
correct printer as the default printer for the label context, whenever I press 
the print page button on the spine label preview and print page, it aways 
defaults to sending the print job to the windows default printer.  When I look 
at the config files in the client profile directory, it looks like the 
different printer contexts are setup correctly.  We are running eg 2.10.6 right 
now.

Has anyone run into this before?  I about ready to delete the client profile 
and try setting it up again, but I thought I would ask first.

Thanks
Josh

Lake Agassiz Regional Library - Moorhead MN larl.org
Josh Stompro | Office 218.233.3757 EXT-139
LARL IT Director | Cell 218.790.2110

Re: [OPEN-ILS-GENERAL] FROM field in the action trigger notices?

[Walz, Jennifer]

Michelle,

Wow!  That is really helpful – and a good step to try first.   I had no idea of 
the code even to be used for the ‘circulating library’ or where to find it.  
Thank you for sending this. In this case, when patrons hit that reply 
button, they will get closer to the library who can actually deal with that 
item.

  Thanks!

  Jennifer

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Morgan, Michele
Sent: Thursday, August 24, 2017 9:50 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] FROM field in the action trigger notices?

Jennifer,
The notice grouping discussion aside, you can try the following for your From 
address to get the email address of the library at which the checkout occurred:

From: [%- params.sender_email || 
helpers.get_org_setting(target.0.circ_lib.id<http://target.0.circ_lib.id>, 
'org.bounced_emails') || default_sender %]
helpers.get_org_setting(target.0.circ_lib.id<http://target.0.circ_lib.id>, 
'org.bounced_emails') will get the value of the library setting "Sending email 
address for patron notices" (aka org.bounced_emails) for the circ library of 
the first checkout on the notice.
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 Wed, Aug 23, 2017 at 5:54 PM, Terran McCanna 
<tmcca...@georgialibraries.org<mailto:tmcca...@georgialibraries.org>> wrote:
>>Is there a way to group notices by circulating library?<<
I'm not really sure - I would think it would have to group it by both usr AND 
circ library  (so a user might get multiple emails, but each email would have 
items grouped for a specific circ library) and I don't think that's currently 
possible in the action trigger interface (hopefully someone will correct me if 
I'm wrong).
I'm trying to think of other ways to approach it...
You could still use the usr grouping, but grab the circ library from the first 
item in the group - this would work for most emails, except when a patron had 
items due for more then one library on the same day.
You could also list the library & email address of the circ library along with 
each item that is listed. That would potentially make the emails much longer, 
and they wouldn't always just be able to hit Reply, but at least the 
information would be accurate.


Terran McCanna
PINES Program Manager
Georgia Public Library Service
1800 Century Place, Suite 150
Atlanta, GA 30345
404-235-7138<tel:(404)%20235-7138>
tmcca...@georgialibraries.org<mailto:tmcca...@georgialibraries.org>

On Wed, Aug 23, 2017 at 5:45 PM, Walz, Jennifer 
<jlw...@asbury.edu<mailto:jlw...@asbury.edu>> wrote:
Terran,

  Nope.   And I think that is where the difficulty lies.We are not sure how 
to send out notices so that when the person replies, they are responding to the 
circulating library where the item originated – and NOT to their home library 
(who has no idea about that item).

  Does that make sense?How then should we set these up so that they work in 
a different manner.   We don’t want to keep confusing the patrons.But it IS 
nice that one notice goes out for all items. Rather than the patron maybe 
getting one notice for each and every item.  Oy!Is there a way to group 
notices by circulating library?

Thanks!

Jennifer

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org<mailto:open-ils-general-boun...@list.georgialibraries.org>]
 On Behalf Of Terran McCanna
Sent: Wednesday, August 23, 2017 5:40 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] FROM field in the action trigger notices?

Hi Jennifer,
Most of our notices are grouped by usr so that the patron gets 1 message with 
multiple items rather than an individual message for each item. Because there 
can be multiple items, there can also be multiple circulating libraries. Are 
you sending an individual message for each item?

Terran McCanna
PINES Program Manager
Georgia Public Library Service
1800 Century Place, Suite 150
Atlanta, GA 30345
404-235-7138<tel:(404)%20235-7138>
tmcca...@georgialibraries.org<mailto:tmcca...@georgialibraries.org>

On Wed, Aug 23, 2017 at 4:45 PM, Walz, Jennifer 
<jlw...@asbury.edu<mailto:jlw...@asbury.edu>> wrote:
All –

We are having some issues with our notices.   When they go out, they have this 
in the template:

From: [%- params.sender_email || helpers.get_org_setting(user.home_ou, 
'org.bounced_emails') || default_sender %]

  However, we would like the FROM field to have the CIRCULATING Library as the 
FROM library.  How do we do that?Currently, it looks like it is coming from 
the home library.  But the item generating the notice is the circulating 
library and that one is different.We would like that email to be in the 
FROM 

Re: [OPEN-ILS-GENERAL] FROM field in the action trigger notices?

[Walz, Jennifer]

Terran,

  Nope.   And I think that is where the difficulty lies.We are not sure how 
to send out notices so that when the person replies, they are responding to the 
circulating library where the item originated – and NOT to their home library 
(who has no idea about that item).

  Does that make sense?How then should we set these up so that they work in 
a different manner.   We don’t want to keep confusing the patrons.But it IS 
nice that one notice goes out for all items. Rather than the patron maybe 
getting one notice for each and every item.  Oy!Is there a way to group 
notices by circulating library?

Thanks!

Jennifer

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Terran 
McCanna
Sent: Wednesday, August 23, 2017 5:40 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] FROM field in the action trigger notices?

Hi Jennifer,
Most of our notices are grouped by usr so that the patron gets 1 message with 
multiple items rather than an individual message for each item. Because there 
can be multiple items, there can also be multiple circulating libraries. Are 
you sending an individual message for each item?

Terran McCanna
PINES Program Manager
Georgia Public Library Service
1800 Century Place, Suite 150
Atlanta, GA 30345
404-235-7138
tmcca...@georgialibraries.org<mailto:tmcca...@georgialibraries.org>

On Wed, Aug 23, 2017 at 4:45 PM, Walz, Jennifer 
<jlw...@asbury.edu<mailto:jlw...@asbury.edu>> wrote:
All –

We are having some issues with our notices.   When they go out, they have this 
in the template:

From: [%- params.sender_email || helpers.get_org_setting(user.home_ou, 
'org.bounced_emails') || default_sender %]

  However, we would like the FROM field to have the CIRCULATING Library as the 
FROM library.  How do we do that?Currently, it looks like it is coming from 
the home library.  But the item generating the notice is the circulating 
library and that one is different.We would like that email to be in the 
FROM  field.

Thanks!

Jennifer
--
Jennifer Walz, MLS - Head of ILS emails
Kinlaw Library -  Asbury University
One Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269<tel:(859)%20858-3511>
jlw...@asbury.edu<mailto:jlw...@asbury.edu>

[OPEN-ILS-GENERAL] FROM field in the action trigger notices?

[Walz, Jennifer]

All -

We are having some issues with our notices.   When they go out, they have this 
in the template:

From: [%- params.sender_email || helpers.get_org_setting(user.home_ou, 
'org.bounced_emails') || default_sender %]

  However, we would like the FROM field to have the CIRCULATING Library as the 
FROM library.  How do we do that?Currently, it looks like it is coming from 
the home library.  But the item generating the notice is the circulating 
library and that one is different.We would like that email to be in the 
FROM  field.

Thanks!

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

Re: [OPEN-ILS-GENERAL] Billing / Pay Bills UI

[Walz, Jennifer]

Josh,

Oh yes!You are so right.  The bill paying screen is a DISASTER!   We hate 
it.   Our student workers are always having trouble.   And for the LONGEST time 
we could not figure out even how to SELECT the items to be paid.

  And along with this, I would really like to see MORE options for payment 
type.  And to be able to create new payment types.

  Please fix it in whatever clients you can.   We would be most grateful!

  Thanks!

Jennifer

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


From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Josh 
Stompro
Sent: Thursday, July 20, 2017 2:47 PM
To: open-ils-general@list.georgialibraries.org
Subject: [OPEN-ILS-GENERAL] Billing / Pay Bills UI

We see enough errors with applying payments that I'm wondering if a different 
interface would work better.  We are on 2.10 and are using the XUL staff 
client.  The problem seems to be with the payment type dropdown.  For some 
reason the wrong options gets selected occasionally, and the payment is 
submitted with the wrong type.  I think the drop down is just hard for some 
staff to see, and the level of accuracy required to select the correct option 
is high.  Also, I suspect that the interface just has too much going on when 
you first look at it, and sometimes staff are at a loss on where to start the 
process.

Also, there is no confirmation step before the payment is applied.  I think a 
summary of the payment about to be applied would be useful for staff to double 
check the options that they have selected.  Another error we see is having the 
wrong items selected to pay the bills on, or more specifically not selecting a 
specific item when that is wanted, and going with the default we have set of 
all bills being selected.  This also might be helped if there was a 
confirmation process.

I've seen the interfaces that some POS(Point of sale) systems use and one style 
that I've seen used is to show all the payment options as a grid of buttons, 
with unique icons for each method.  I think this would be more touch screen 
friendly also, which isn't something that we use now, but with the web staff 
client there is more of a possibility of staff using devices with touch screens 
 to help customers.

So what if instead of the pay bill ui being on the bills page, there is a "Pay 
Bill" button at the bottom of the screen that brings up a separate interface 
for selecting the payment type, annotation, amount, etc, along with showing 
which items were selected and the distribution of payment on those items, and 
then a final confirmation screen?

Example screenshots of other POS interfaces:
https://help.shopify.com/assets/images/pos/operating/checkout/checkout-screen-fixed.png?1438282125
https://s-media-cache-ak0.pinimg.com/originals/4f/ec/8f/4fec8f6c1cb803e614f0dd0994972f11.jpg
http://blog.ignify.com/wp-content/uploads/2014/06/customizable-pos-interface-b.jpg

I would also like to hear if others don't have a problem with how it currently 
works.  Maybe we just need more training, or just a font size change for the 
drop down.
Thanks
Josh


Lake Agassiz Regional Library - Moorhead MN larl.org
Josh Stompro | Office 218.233.3757 EXT-139
LARL IT Director | Cell 218.790.2110

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

[Walz, Jennifer]

Kathy,

 Thank you so much!Always so helpful.

Jennifer

-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Kathy 
Lussier
Sent: Friday, May 05, 2017 4:21 PM
To: open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] Is this a bug?

Hi Jennifer,

You'll need to manually add the COPY_STATUS_LONG_OVERDUE.override permission 
through your permissions editor and then give it to the staff that currently 
have the other COPY_STATUS_LONGOVERDUE.override permission

Kathy


On 05/05/2017 04:18 PM, Walz, Jennifer wrote:
> Jason et al -
>
>   Ok.   Good to know.  :-)
>
>   However, what is our process in circulation when we need to check in 
> something with this status?What can we do?
>
>   Right now as well, we cannot just change the status in the copy record 
> either.   We can't access the status field in the "edit item attributes" 
> function at all.Why is that?
>
>Thanks for all of your help!
>
> Jennifer
>
> -Original Message-
> From: Open-ils-general 
> [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf 
> Of Jason Stephenson
> Sent: Friday, May 05, 2017 3:55 PM
> To: Evergreen Discussion Group
> Subject: Re: [OPEN-ILS-GENERAL] Is this a bug?
>
> Jennifer,
>
> Yes, that sounds like a known bug:
>
> https://bugs.launchpad.net/evergreen/+bug/1378829
>
> That bug appears to be very close to resolution.
>
> A potentially quick fix is described in comment #6:
>
> https://bugs.launchpad.net/evergreen/+bug/1378829/comments/6
>
> Jeff's branch, linked from comment #12
>
> https://bugs.launchpad.net/evergreen/+bug/1378829/comments/12
>
> has a more comprehensive fix.
>
> I suppose someone should review this and get it committed... ;)
>
> Jason
>
> On 05/05/2017 03:47 PM, Walz, Jennifer wrote:
>> All -
>>
>>   
>>
>> We are getting permission errors for LongOverdue items when trying to
>> check them in.   The error says that there is a permission issue with
>> the override.  However, here is the permission as it is set:
>> "COPY_STATUS_LONGOVERDUE.override"This is set in the permission
>> group that is trying to perform this function.
>>
>>   
>>
>> BUT -
>>
>>You  the error message that pops up, it has another underscore in it:
>> "COPY_STATUS_LONG_OVERDUE.override"
>>
>>   
>>
>>So, there being a mis-match, I am wondering if the system is 
>> having problems because it thinks it is one thing, when it is actually 
>> another?
>>
>>   
>>
>>Is this a bug?   What do we need to do to fix this? Currently we
>> cannot check in these items because no one can override the message.
>>
>>   
>>
>> Thanks!
>>
>>   
>>
>> Jennifer
>>
>> --
>> Jennifer Walz, MLS - Head of Permission Issues Kinlaw Library - 
>> *Asbury University* One Macklem Drive, Wilmore, KY 40390
>> 859-858-3511 ext. 2269
>> jlw...@asbury.edu
>>
>>   
>>

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

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

[Walz, Jennifer]

Jason et al -

 Ok.   Good to know.  :-)

 However, what is our process in circulation when we need to check in something 
with this status?What can we do?   

 Right now as well, we cannot just change the status in the copy record either. 
  We can't access the status field in the "edit item attributes" function at 
all.Why is that?

  Thanks for all of your help!

Jennifer

-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Jason 
Stephenson
Sent: Friday, May 05, 2017 3:55 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Is this a bug?

Jennifer,

Yes, that sounds like a known bug:

https://bugs.launchpad.net/evergreen/+bug/1378829

That bug appears to be very close to resolution.

A potentially quick fix is described in comment #6:

https://bugs.launchpad.net/evergreen/+bug/1378829/comments/6

Jeff's branch, linked from comment #12

https://bugs.launchpad.net/evergreen/+bug/1378829/comments/12

has a more comprehensive fix.

I suppose someone should review this and get it committed... ;)

Jason

On 05/05/2017 03:47 PM, Walz, Jennifer wrote:
> All -
> 
>  
> 
> We are getting permission errors for LongOverdue items when trying to
> check them in.   The error says that there is a permission issue with
> the override.  However, here is the permission as it is set:  
> "COPY_STATUS_LONGOVERDUE.override"This is set in the permission
> group that is trying to perform this function.
> 
>  
> 
> BUT -
> 
>   You  the error message that pops up, it has another underscore in it: 
> "COPY_STATUS_LONG_OVERDUE.override"
> 
>  
> 
>   So, there being a mis-match, I am wondering if the system is having 
> problems because it thinks it is one thing, when it is actually another?
> 
>  
> 
>   Is this a bug?   What do we need to do to fix this? Currently we
> cannot check in these items because no one can override the message. 
> 
>  
> 
> Thanks!
> 
>  
> 
> Jennifer
> 
> --
> Jennifer Walz, MLS - Head of Permission Issues Kinlaw Library -  
> *Asbury University* One Macklem Drive, Wilmore, KY 40390
> 859-858-3511 ext. 2269
> jlw...@asbury.edu
> 
>  
> 

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

[Walz, Jennifer]

All -

We are getting permission errors for LongOverdue items when trying to check 
them in.   The error says that there is a permission issue with the override.  
However, here is the permission as it is set:   
"COPY_STATUS_LONGOVERDUE.override"This is set in the permission group that 
is trying to perform this function.

BUT -
  You  the error message that pops up, it has another underscore in it:  
"COPY_STATUS_LONG_OVERDUE.override"

  So, there being a mis-match, I am wondering if the system is having problems 
because it thinks it is one thing, when it is actually another?

  Is this a bug?   What do we need to do to fix this? Currently we cannot 
check in these items because no one can override the message.

Thanks!

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

Re: [OPEN-ILS-GENERAL] Acquisitions interest group request for dedicated Acquisitions Listserv

[Walz, Jennifer]

All –

  Please do not disregard the recent request for the Circulation group.

Thank you!

Jennifer

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Christine Burns
Sent: Tuesday, May 02, 2017 3:07 PM
To: open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] Acquisitions interest group request for 
dedicated Acquisitions Listserv


Hello


First of all I just want to say a big Thank you to Kathy Lussier for writing 
such a great analysis of this issue. I think she did an excellent job of 
articulating the basic arguments for both sides.


I agree that we need some kind of process for requesting new lists or 
guidelines about when a new list is warranted.  I would be happy to help come 
up with some guidelines after the Sitka upgrade to 2.12 is complete (end of 
May).


I think that the debian requirements are a great place to start.

https://www.debian.org/MailingLists/HOWTO_start_list


Currently the vote is 5/3 in favour of a new list. I am happy to wait until May 
5th to see if there is any further discussion on this topic.  Since this is the 
third time over the years that an Acquisitions specific list has been requested 
I strongly feel that we should go ahead and create the new list.

Thank you

Christine



--

Christine Burns

Co-op Support

BC Libraries Cooperative

Ph: 1-888-848-9250

https://bc.libraries.coop

https://status.libraries.coop/

Re: [OPEN-ILS-GENERAL] Problem with update_volume permissions

[Walz, Jennifer]

Michelle,

Thanks for that, but no.  We are always using the Main permission group.
Because of the bug, we have tried to stay away from the secondary groups 
completely.

Jennifer

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Morgan, Michele
Sent: Monday, April 24, 2017 4:44 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Problem with update_volume permissions

Jennifer,
Are you assigning a Secondary Permission Group to the user? Or are you editing 
the Main (Profile) Permission Group? If it's a secondary, you may be running 
into this bug:

https://bugs.launchpad.net/evergreen/+bug/1480432
If this is your issue, you can try setting your new permission group as the 
user's main profile.
Hope this is helpful,
Michele

--
Michele M. Morgan, Technical Support Analyst
North of Boston Library Exchange, Danvers Massachusetts
mmor...@noblenet.org<mailto:mmor...@noblenet.org>


On Mon, Apr 24, 2017 at 4:26 PM, Walz, Jennifer 
<jlw...@asbury.edu<mailto:jlw...@asbury.edu>> wrote:
Chris,

Thanks for that information.   Currently we have the permission groups set up 
in a pretty flat tree:

  Staff

-ACQ

-Cat

-Circ

-Cat admin

-Circ admin

-Tech workers

-ILL

-Etc

  There are no further levels.

   I was trying to create another one on the same level as the two Acq and Cat, 
but combined.  So, I was not going down another level.

  And it looks to me like maybe they were ALL inheriting something from the 
staff level.  So, I will check that first.   But regardless of whatever is set 
at the cat, acq, tech workers, etc level, every single one of those users has  
the individual user permission set lower still.

Here is what I am seeing.   At the permission group editor – in the group 
permissions tab – I set the “update_volume” to the consortium level.   But when 
I go to the user account that has been assigned to that permission group, their 
individual user permission for “update_volume” is at the branch.   And I cannot 
change it or remove it at the user level.  It remains always at the branch.

  I will look into the server permissions table.  Could be something is 
corrupted there.

Thanks!

Jennifer

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org<mailto:open-ils-general-boun...@list.georgialibraries.org>]
 On Behalf Of Chris Sharp
Sent: Monday, April 24, 2017 4:14 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Problem with update_volume permissions

Jennifer,
Permissions are inherited.  Here's a sample permissions tree:
Staff
 - Catalogers
  - AcqCataloger
   - (individual user with the 'AcqCataloger' profile)
Permissions can get assigned at any level in the tree, but if the permission is 
assigned at more than one level, the "lower down the tree" (towards the 
individual user) assignments override those assigned "higher up the tree" 
(towards "Staff").  For example, it sounds like the users being "downgraded" 
have the UPDATE_VOLUME permission assigned to them at the individual user level 
at a depth that is too low.  Since it's impossible to tell from the User 
Permission Editor interface what's what, you might need the assistance of 
systems staff with database access to do some cleanup.  The relevant table for 
user-assigned permissions is permission.usr_perm_map.
By the way, in PINES we have tried to get away from assigning too many 
permissions at the individual user level, and the situation you're in is one of 
the reasons.
I'll also share a tool we have that will show a profiles combined permissions 
(again, someone with database access would need to run it): 
http://git.evergreen-ils.org/?p=contrib/pines.git;a=blob;f=helper-scripts/get_combined_perms_per_profile.sh;h=0c0b5f80c01fe417638cde2a02cb799f7c71fb46;hb=HEAD
Once the script is created, it can be evoked with the permission group's name 
(e.g. "./get_combined_perms_per_profile AcqCataloger" to use the above 
example).  That might help you sort things out.
Hope that's helpful!
Chris

On Mon, Apr 24, 2017 at 2:51 PM, Walz, Jennifer 
<jlw...@asbury.edu<mailto:jlw...@asbury.edu>> wrote:
All –

  We have set up a new permission group where we would like to combine the 
functions / permissions of the acquisitions and cataloging all into one.  So, I 
created a new permissions group, and added all the permissions to that new 
group that looked like it dealt with both acq and cat functions.  Then I 
assigned a new staff patron login to that permission group.

Here is where we are running into a problem.  NO MATTER what depth I have 
assigned at the permission group level for the ‘update_volume’ permission, it 
keeps getting ‘downgraded’ to the lowest depth at the user permission level.   
What is going on?  What am I missing?   This new staff p

Re: [OPEN-ILS-GENERAL] Problem with update_volume permissions

[Walz, Jennifer]

Chris – et al –

  Aha!   I think this has happened before and I don’t know why it keeps showing 
up.   The “staff” level was assigned a lower depth.   Grief!

  Now I’ve got a bead on it and we are going to straighten this one out.  ☺

Thanks for your help!

Jennifer

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Chris 
Sharp
Sent: Monday, April 24, 2017 4:14 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Problem with update_volume permissions

Jennifer,
Permissions are inherited.  Here's a sample permissions tree:
Staff
 - Catalogers
  - AcqCataloger
   - (individual user with the 'AcqCataloger' profile)
Permissions can get assigned at any level in the tree, but if the permission is 
assigned at more than one level, the "lower down the tree" (towards the 
individual user) assignments override those assigned "higher up the tree" 
(towards "Staff").  For example, it sounds like the users being "downgraded" 
have the UPDATE_VOLUME permission assigned to them at the individual user level 
at a depth that is too low.  Since it's impossible to tell from the User 
Permission Editor interface what's what, you might need the assistance of 
systems staff with database access to do some cleanup.  The relevant table for 
user-assigned permissions is permission.usr_perm_map.
By the way, in PINES we have tried to get away from assigning too many 
permissions at the individual user level, and the situation you're in is one of 
the reasons.
I'll also share a tool we have that will show a profiles combined permissions 
(again, someone with database access would need to run it): 
http://git.evergreen-ils.org/?p=contrib/pines.git;a=blob;f=helper-scripts/get_combined_perms_per_profile.sh;h=0c0b5f80c01fe417638cde2a02cb799f7c71fb46;hb=HEAD
Once the script is created, it can be evoked with the permission group's name 
(e.g. "./get_combined_perms_per_profile AcqCataloger" to use the above 
example).  That might help you sort things out.
Hope that's helpful!
Chris

On Mon, Apr 24, 2017 at 2:51 PM, Walz, Jennifer 
<jlw...@asbury.edu<mailto:jlw...@asbury.edu>> wrote:
All –

  We have set up a new permission group where we would like to combine the 
functions / permissions of the acquisitions and cataloging all into one.  So, I 
created a new permissions group, and added all the permissions to that new 
group that looked like it dealt with both acq and cat functions.  Then I 
assigned a new staff patron login to that permission group.

Here is where we are running into a problem.  NO MATTER what depth I have 
assigned at the permission group level for the ‘update_volume’ permission, it 
keeps getting ‘downgraded’ to the lowest depth at the user permission level.   
What is going on?  What am I missing?   This new staff person cannot make 
changes beyond the branch depth.  Why?

  What other factors affect the ‘update_volume’ permissions?  Are there some 
other permissions that work in tandem?

  BTW, I have already authorized this patron account to have working locations 
for the OU across the consortium / system / library depths.

  Thanks!

Jennifer
--
Jennifer Walz, MLS - Head of ILS permissions
Kinlaw Library  - Asbury University
1 Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269<tel:(859)%20858-3511>
jlw...@asbury.edu<mailto:jlw...@asbury.edu>




--
Chris Sharp
PINES System Administrator
Georgia Public Library Service
1800 Century Place, Suite 150
Atlanta, Georgia 30345
(404) 235-7147

Re: [OPEN-ILS-GENERAL] Problem with update_volume permissions

[Walz, Jennifer]

Chris,

Thanks for that information.   Currently we have the permission groups set up 
in a pretty flat tree:

  Staff

-ACQ

-Cat

-Circ

-Cat admin

-Circ admin

-Tech workers

-ILL

-Etc

  There are no further levels.

   I was trying to create another one on the same level as the two Acq and Cat, 
but combined.  So, I was not going down another level.

  And it looks to me like maybe they were ALL inheriting something from the 
staff level.  So, I will check that first.   But regardless of whatever is set 
at the cat, acq, tech workers, etc level, every single one of those users has  
the individual user permission set lower still.

Here is what I am seeing.   At the permission group editor – in the group 
permissions tab – I set the “update_volume” to the consortium level.   But when 
I go to the user account that has been assigned to that permission group, their 
individual user permission for “update_volume” is at the branch.   And I cannot 
change it or remove it at the user level.  It remains always at the branch.

  I will look into the server permissions table.  Could be something is 
corrupted there.

Thanks!

Jennifer

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Chris 
Sharp
Sent: Monday, April 24, 2017 4:14 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Problem with update_volume permissions

Jennifer,
Permissions are inherited.  Here's a sample permissions tree:
Staff
 - Catalogers
  - AcqCataloger
   - (individual user with the 'AcqCataloger' profile)
Permissions can get assigned at any level in the tree, but if the permission is 
assigned at more than one level, the "lower down the tree" (towards the 
individual user) assignments override those assigned "higher up the tree" 
(towards "Staff").  For example, it sounds like the users being "downgraded" 
have the UPDATE_VOLUME permission assigned to them at the individual user level 
at a depth that is too low.  Since it's impossible to tell from the User 
Permission Editor interface what's what, you might need the assistance of 
systems staff with database access to do some cleanup.  The relevant table for 
user-assigned permissions is permission.usr_perm_map.
By the way, in PINES we have tried to get away from assigning too many 
permissions at the individual user level, and the situation you're in is one of 
the reasons.
I'll also share a tool we have that will show a profiles combined permissions 
(again, someone with database access would need to run it): 
http://git.evergreen-ils.org/?p=contrib/pines.git;a=blob;f=helper-scripts/get_combined_perms_per_profile.sh;h=0c0b5f80c01fe417638cde2a02cb799f7c71fb46;hb=HEAD
Once the script is created, it can be evoked with the permission group's name 
(e.g. "./get_combined_perms_per_profile AcqCataloger" to use the above 
example).  That might help you sort things out.
Hope that's helpful!
Chris

On Mon, Apr 24, 2017 at 2:51 PM, Walz, Jennifer 
<jlw...@asbury.edu<mailto:jlw...@asbury.edu>> wrote:
All –

  We have set up a new permission group where we would like to combine the 
functions / permissions of the acquisitions and cataloging all into one.  So, I 
created a new permissions group, and added all the permissions to that new 
group that looked like it dealt with both acq and cat functions.  Then I 
assigned a new staff patron login to that permission group.

Here is where we are running into a problem.  NO MATTER what depth I have 
assigned at the permission group level for the ‘update_volume’ permission, it 
keeps getting ‘downgraded’ to the lowest depth at the user permission level.   
What is going on?  What am I missing?   This new staff person cannot make 
changes beyond the branch depth.  Why?

  What other factors affect the ‘update_volume’ permissions?  Are there some 
other permissions that work in tandem?

  BTW, I have already authorized this patron account to have working locations 
for the OU across the consortium / system / library depths.

  Thanks!

Jennifer
--
Jennifer Walz, MLS - Head of ILS permissions
Kinlaw Library  - Asbury University
1 Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269<tel:(859)%20858-3511>
jlw...@asbury.edu<mailto:jlw...@asbury.edu>




--
Chris Sharp
PINES System Administrator
Georgia Public Library Service
1800 Century Place, Suite 150
Atlanta, Georgia 30345
(404) 235-7147

[OPEN-ILS-GENERAL] Problem with update_volume permissions

[Walz, Jennifer]

All -

  We have set up a new permission group where we would like to combine the 
functions / permissions of the acquisitions and cataloging all into one.  So, I 
created a new permissions group, and added all the permissions to that new 
group that looked like it dealt with both acq and cat functions.  Then I 
assigned a new staff patron login to that permission group.

Here is where we are running into a problem.  NO MATTER what depth I have 
assigned at the permission group level for the 'update_volume' permission, it 
keeps getting 'downgraded' to the lowest depth at the user permission level.   
What is going on?  What am I missing?   This new staff person cannot make 
changes beyond the branch depth.  Why?

  What other factors affect the 'update_volume' permissions?  Are there some 
other permissions that work in tandem?

  BTW, I have already authorized this patron account to have working locations 
for the OU across the consortium / system / library depths.

  Thanks!

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

Re: [OPEN-ILS-GENERAL] Notes from Wait Wait Do Tell Me conference session

[Walz, Jennifer]

Bill,

Thanks!   That is so very helpful!

  Can this be done to set certain notice action triggers for different OU?

Jennifer

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Bill 
Erickson
Sent: Monday, April 10, 2017 2:44 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Notes from Wait Wait Do Tell Me conference 
session

Hi,

As promised at the session, here's a quick rundown of limiting notices to 
specific profile groups.

1. Create a custom filter file with a profile limiter.  Here's an example 
overdue notice filter limited to users with profile ID 
(permission.grp_tree.id) values 35, 1002, or 
1003.  The "-exists" block is where the magic happens.

{
"checkout.due" : {
"context_org" : "circ_lib",
"filter" : {
"checkin_time" : null,
"-or" : [
{ "stop_fines" : ["MAXFINES"] },
{ "stop_fines" : null }
],
"-exists" : {
"select" : {"au" : ["id"]},
"from"   : "au",
"where"  : {
"profile" : [35, 1002, 1003],
"id" : { "=" : {"+circ" : "usr"} }
}
}
}
}
}

2. Give the notice in question a unique granularity value in the admin 
interface.

3. Tell action trigger to use the custom filter file when generating notices 
for the unique granularity:

perl action_trigger_runner.pl 
--granularity-only --granularity my-unique-granularity --custom-filters 
/path/to/my-custom-filter.json  [...other parameters]

Hope this helps.

-b




On Fri, Apr 7, 2017 at 3:05 PM, Kathy Lussier 
> wrote:
Hi all,

I have created a Google doc with the questions and answers at today's Wait Wait 
Do Tell Me Conference sessions.

Questions that are answered in the Doc:

Why does my new item not capture existing holds when I check it in?

When are patron buckets coming?

How can you create different types of notifications for different user groups?

Will there be an offline mode in the web client?

Learn the answer to these questions and more in the Google doc at 
https://docs.google.com/document/d/1F_84CHvUcCkdMdXd-iTxdHF14bsh1QTPMIwge9IrFrU/edit?usp=sharing

Kathy Lussier


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

Re: [OPEN-ILS-GENERAL] Error message on a workstation - what does it mean?

[Walz, Jennifer]

Beth,

Thanks!   We are looking into all options and this helps a great deal.

Jennifer

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Willis, Beth
Sent: Wednesday, March 08, 2017 3:14 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Error message on a workstation - what does it 
mean?

Hi Jennifer,

I have a thought that *may* be of some help.

When you create a serial subscription, you also need to create a 
'distribution.'   One option that you set in a distribution is the "Summary 
Method."

[Inline image 1]

This setting indicates how you want your holdings to display in the catalog.  
If you choose "Use record entry only" (e.g. serial record entry) you are 
telling the system that you want to display the holdings from your MFHD record. 
 So, I suppose you could run into problems if you choose this option but do not 
have a MFHD for the title.

This is just a guess, though.  I haven't tried to test this yet.  As I 
mentioned, I have never seen that error before.

Beth

On Tue, Mar 7, 2017 at 1:38 PM, Walz, Jennifer 
<jlw...@asbury.edu<mailto:jlw...@asbury.edu>> wrote:
Beth,

Thanks for this info!   No one else replied and I was getting worried that we 
had discovered the most hidden error message ever!

 I will look into the serials records and whether they have MFHD records.   
I assume those are required?   (I am not a serials person, so I have no idea.)

  My root question still stands – for those that might be willing to submit an 
answer -  How can these “sre maps” be built?   Did we miss a process somewhere?

Thanks!

Jennifer

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org<mailto:open-ils-general-boun...@list.georgialibraries.org>]
 On Behalf Of Willis, Beth
Sent: Tuesday, March 07, 2017 10:29 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Error message on a workstation - what does it 
mean?

Hi Jennifer,

I have never seen that specific error message, but I think that 'sre' is 
referring to serial record entry.  In Evergreen, serial record entry refers to 
the MFHD (MARC Format for Holdings Data) records.  Do your serial titles have 
MFHD records?

Beth

On Tue, Feb 28, 2017 at 2:49 PM, Walz, Jennifer 
<jlw...@asbury.edu<mailto:jlw...@asbury.edu>> wrote:
All –

We are getting this error message.  I believe it has to do with serials.  But 
what does it mean?

An error message regarding “build sre maps” pops up when trying to check in 
serials.What are those and how can we build them and why are we seeing 
that message?

Thanks!

Jennifer
--
Jennifer Walz, MLS - Head of ILS Mysteries
Kinlaw Library -  Asbury University
One Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269<tel:(859)%20858-3511>
jlw...@asbury.edu<mailto:jlw...@asbury.edu>




--
Beth Willis
Digital & Catalog Librarian
NOBLE, Inc.
26 Cherry Hill Drive
Danvers, MA 01923



--
Beth Willis
Digital & Catalog Librarian
NOBLE, Inc.
26 Cherry Hill Drive
Danvers, MA 01923

Re: [OPEN-ILS-GENERAL] Error message on a workstation - what does it mean?

[Walz, Jennifer]

Jason,

 Thanks for your help!

Jennifer

-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Jason 
Stephenson
Sent: Tuesday, March 07, 2017 2:18 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Error message on a workstation - what does it 
mean?

Jennifer,

SRE is short for Serial Record Entry. If that message comes up consistently, 
you have something wrong. However, I don't know serials well enough to tell you 
what that something is.

MFHDs can be used, but SRE is part of serials proper, and I may be mistaken, 
but are meant to replace MFHDs.

I didn't answer before because I dont' serial that well to help you with your 
problem.

Jason

On 03/07/2017 01:38 PM, Walz, Jennifer wrote:
> Beth,
> 
>  
> 
> Thanks for this info!   No one else replied and I was getting worried
> that we had discovered the most hidden error message ever!
> 
>  
> 
>  I will look into the serials records and whether they have MFHD
> records.   I assume those are required?   (I am not a serials person, so
> I have no idea.)
> 
>  
> 
>   My root question still stands – for those that might be willing to
> submit an answer -  How can these “sre maps” be built?   Did we miss a
> process somewhere?
> 
>  
> 
> Thanks!
> 
>  
> 
> Jennifer
> 
>  
> 
> *From:*Open-ils-general
> [mailto:open-ils-general-boun...@list.georgialibraries.org] *On Behalf 
> Of *Willis, Beth
> *Sent:* Tuesday, March 07, 2017 10:29 AM
> *To:* Evergreen Discussion Group
> *Subject:* Re: [OPEN-ILS-GENERAL] Error message on a workstation - 
> what does it mean?
> 
>  
> 
> Hi Jennifer,
> 
>  
> 
> I have never seen that specific error message, but I think that 'sre' 
> is referring to serial record entry.  In Evergreen, serial record 
> entry refers to the MFHD (MARC Format for Holdings Data) records.  Do 
> your serial titles have MFHD records?
> 
>  
> 
> Beth
> 
>  
> 
> On Tue, Feb 28, 2017 at 2:49 PM, Walz, Jennifer <jlw...@asbury.edu 
> <mailto:jlw...@asbury.edu>> wrote:
> 
> All –
> 
>  
> 
> We are getting this error message.  I believe it has to do with 
> serials.  But what does it mean?
> 
>  
> 
> An error message regarding “build sre maps” pops up when trying to check
> in serials.What are those and how can we build them and why are
> we seeing that message?   
> 
>  
> 
> Thanks!
> 
>  
> 
> Jennifer
> 
> --
> Jennifer Walz, MLS - Head of ILS Mysteries Kinlaw Library -  *Asbury 
> University* One Macklem Drive, Wilmore, KY 40390
> 859-858-3511 ext. 2269 <tel:(859)%20858-3511> jlw...@asbury.edu 
> <mailto:jlw...@asbury.edu>
> 
>  
> 
> 
> 
>  
> 
> --
> 
> Beth Willis
> Digital & Catalog Librarian
> NOBLE, Inc.
> 26 Cherry Hill Drive
> Danvers, MA 01923
> 

Re: [OPEN-ILS-GENERAL] Error message on a workstation - what does it mean?

[Walz, Jennifer]

Beth,

Thanks for this info!   No one else replied and I was getting worried that we 
had discovered the most hidden error message ever!

 I will look into the serials records and whether they have MFHD records.   
I assume those are required?   (I am not a serials person, so I have no idea.)

  My root question still stands – for those that might be willing to submit an 
answer -  How can these “sre maps” be built?   Did we miss a process somewhere?

Thanks!

Jennifer

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Willis, Beth
Sent: Tuesday, March 07, 2017 10:29 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Error message on a workstation - what does it 
mean?

Hi Jennifer,

I have never seen that specific error message, but I think that 'sre' is 
referring to serial record entry.  In Evergreen, serial record entry refers to 
the MFHD (MARC Format for Holdings Data) records.  Do your serial titles have 
MFHD records?

Beth

On Tue, Feb 28, 2017 at 2:49 PM, Walz, Jennifer 
<jlw...@asbury.edu<mailto:jlw...@asbury.edu>> wrote:
All –

We are getting this error message.  I believe it has to do with serials.  But 
what does it mean?

An error message regarding “build sre maps” pops up when trying to check in 
serials.What are those and how can we build them and why are we seeing 
that message?

Thanks!

Jennifer
--
Jennifer Walz, MLS - Head of ILS Mysteries
Kinlaw Library -  Asbury University
One Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269<tel:(859)%20858-3511>
jlw...@asbury.edu<mailto:jlw...@asbury.edu>




--
Beth Willis
Digital & Catalog Librarian
NOBLE, Inc.
26 Cherry Hill Drive
Danvers, MA 01923

[OPEN-ILS-GENERAL] Error message on a workstation - what does it mean?

[Walz, Jennifer]

All -

We are getting this error message.  I believe it has to do with serials.  But 
what does it mean?

An error message regarding "build sre maps" pops up when trying to check in 
serials.What are those and how can we build them and why are we seeing 
that message?

Thanks!

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

Re: [OPEN-ILS-GENERAL] Payment types?

[Walz, Jennifer]

Rogan,

Thanks.  I figured that but wanted to confirm.  Any thoughts on when 
this can be added to the development agenda?

Jennifer

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Rogan 
Hamby
Sent: Wednesday, February 08, 2017 7:58 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Payment types?

Hi Jennifer,

Those payment types correspond to data tables in the system so they are more 
than just labels.  Adding new payment types would require some development.






Rogan Hamby

Data and Project Analyst

Equinox Open Library Initiative

phone:  1-877-OPEN-ILS (673-6457)

email:  ro...@equinoxinitiative.org<mailto:ro...@equinoxinitiative.org>
web:  http://EquinoxInitiative.org

On Tue, Feb 7, 2017 at 7:47 PM, Walz, Jennifer 
<jlw...@asbury.edu<mailto:jlw...@asbury.edu>> wrote:
Kathy,

I don’t mean that one.  Payment types are cash, credit, check, work, forgive, 
and goods.   I don’t even see them listed in the billing types.  Billing types 
appear to be things I can bill for – like fees or overdue items or damaged 
items.  I don’t want to bill people – they already have one.  I want to mark 
the payment with a different label.   We need an additional category.   We 
would like to start tracking these in the cash report, but cannot do that right 
now because there is no payment type for that group.

Does that make sense?

Thanks!

Jennifer

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org<mailto:open-ils-general-boun...@list.georgialibraries.org>]
 On Behalf Of Kathy Lussier
Sent: Tuesday, February 07, 2017 5:59 PM
To: 
open-ils-general@list.georgialibraries.org<mailto:open-ils-general@list.georgialibraries.org>
Subject: Re: [OPEN-ILS-GENERAL] Payment types?


Admin -> Server Admin -> Billing Type

Kathy

On 02/07/2017 05:23 PM, Walz, Jennifer wrote:
All –

I think I have asked this before.   Just asking again.   Can we ADD payment 
types to the list?   The ones there are great, but we need one more.   We are 
an academic institution and we can send our fines to Student Accounts to be 
paid through the cashier’s office. We want to mark these as paid, but not 
paid to us, to include in our cash register receipts.(it is rather like 
sending them to collections or something) None of the current payment types 
suit our purpose.

  How do we add a payment type?

Thanks!

Jennifer
--
Jennifer Walz, MLS - Head of ILS Payments
Kinlaw Library -  Asbury University
One Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269<tel:(859)%20858-3511>
jlw...@asbury.edu<mailto:jlw...@asbury.edu>



--

Kathy Lussier

Project Coordinator

Massachusetts Library Network Cooperative

(508) 343-0128<tel:(508)%20343-0128>

kluss...@masslnc.org<mailto:kluss...@masslnc.org>

Twitter: http://www.twitter.com/kmlussier

[OPEN-ILS-GENERAL] Payment types?

[Walz, Jennifer]

All -

I think I have asked this before.   Just asking again.   Can we ADD payment 
types to the list?   The ones there are great, but we need one more.   We are 
an academic institution and we can send our fines to Student Accounts to be 
paid through the cashier's office. We want to mark these as paid, but not 
paid to us, to include in our cash register receipts.(it is rather like 
sending them to collections or something) None of the current payment types 
suit our purpose.

  How do we add a payment type?

Thanks!

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

Re: [OPEN-ILS-GENERAL] Finding records in Evergreen that have no items attached?

[Walz, Jennifer]

Andrea,

Ooo…  that looks nice too.   That would probably have been my follow up 
question.  ☺

Thanks!

Jennifer

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Andrea 
Buntz Neiman
Sent: Wednesday, January 18, 2017 9:53 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Finding records in Evergreen that have no items 
attached?

Hi Jennifer,

An alternative that I used when I worked at KCPL will show bibs that have no 
copies but still have empty volumes attached (which can prevent a record from 
auto-deleting):

Source -- Last Copy Delete Time

Displayed Fields:
Record ID (transform: Raw Data)
Delete Date/Time (Transform: Date)

Filter Field:
[Bib] Deleted = False  (Last Copy Delete Time :: Record ID)

This will return a list of Bib IDs for undeleted bibs, and the date the last 
copy on the bib was deleted.  You can then go through and delete any "stuck" 
empty volumes.

Andrea

On Wed, Jan 18, 2017 at 9:30 AM, Walz, Jennifer 
<jlw...@asbury.edu<mailto:jlw...@asbury.edu>> wrote:
Blake,

Thank you!   I will take a look at that.

Jennifer

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org<mailto:open-ils-general-boun...@list.georgialibraries.org>]
 On Behalf Of Blake Henderson
Sent: Wednesday, January 18, 2017 9:11 AM
To: 
open-ils-general@list.georgialibraries.org<mailto:open-ils-general@list.georgialibraries.org>
Subject: Re: [OPEN-ILS-GENERAL] Finding records in Evergreen that have no items 
attached?

Jennifer,


This sounds familiar. We developed an additional reporting source to make this 
easier for us. In case your goal was to find bibs that "used" to have copies 
attached. Take a look at
https://bugs.launchpad.net/evergreen/+bug/1582354

-Blake-

Conducting Magic

MOBIUS

573-234-4513<tel:(573)%20234-4513>

877-312-3517<tel:(877)%20312-3517>
On 1/17/2017 6:16 PM, Walz, Jennifer wrote:
All –

We need to find out if we have ‘empty’ records.   IS there a report template 
that I can modify that will show me all our records  with no items attached?  
Maybe there is a source that is particularly helpful if I need to start from 
scratch?   Can someone advise me on how to find out this information.

Thanks!

Jennifer
--
Jennifer Walz, MLS - Head of ILS deletions
Kinlaw Library  - Asbury University
1 Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269<tel:(859)%20858-3511>
jlw...@asbury.edu<mailto:jlw...@asbury.edu>






--
Andrea Buntz Neiman
Project Manager for Software Development
Equinox Open Library Initiative
abnei...@equinoxinitiative.org<mailto:abnei...@equinoxinitiative.org>
1-877-OPEN-ILS (673-6457)
www.equinoxinitiative.org<http://www.equinoxinitiative.org>

Re: [OPEN-ILS-GENERAL] Finding records in Evergreen that have no items attached?

[Walz, Jennifer]

Blake,

Thank you!   I will take a look at that.

Jennifer

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Blake 
Henderson
Sent: Wednesday, January 18, 2017 9:11 AM
To: open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] Finding records in Evergreen that have no items 
attached?

Jennifer,

This sounds familiar. We developed an additional reporting source to make this 
easier for us. In case your goal was to find bibs that "used" to have copies 
attached. Take a look at
https://bugs.launchpad.net/evergreen/+bug/1582354


-Blake-

Conducting Magic

MOBIUS

573-234-4513

877-312-3517
On 1/17/2017 6:16 PM, Walz, Jennifer wrote:
All –

We need to find out if we have ‘empty’ records.   IS there a report template 
that I can modify that will show me all our records  with no items attached?  
Maybe there is a source that is particularly helpful if I need to start from 
scratch?   Can someone advise me on how to find out this information.

Thanks!

Jennifer
--
Jennifer Walz, MLS - Head of ILS deletions
Kinlaw Library  - Asbury University
1 Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269
jlw...@asbury.edu<mailto:jlw...@asbury.edu>

[OPEN-ILS-GENERAL] Finding records in Evergreen that have no items attached?

[Walz, Jennifer]

All –

We need to find out if we have ‘empty’ records.   IS there a report template 
that I can modify that will show me all our records  with no items attached?  
Maybe there is a source that is particularly helpful if I need to start from 
scratch?   Can someone advise me on how to find out this information.

Thanks!

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

[OPEN-ILS-GENERAL] Problem with overdue notices all of a sudden going out - on items already checked in!

[Walz, Jennifer]

All -

All of a sudden we have had numerous notices going out to our faculty for items 
that were due, but have since  been turned in.   What on earth!?

  Here are our triggers / notices:

[cid:image001.jpg@01D240D9.F48EB600]

  Is anything wrong here??Is there a hook or a validator wrong?   
Specifically on the "overdue" triggers.

What would cause notices to all of a sudden go out?   And at this point, we are 
only aware that they went out to one profile group - our faculty.  That group 
generally has a due date of the end of the semester, but the items / people 
getting the notices had some other interim due dates.  Plus the items have been 
confirmed to be ALREADY CHECKED IN! What else should I be looking at?

  We are on Evergreen 2.10.5

  Thanks for any insight you can provide!

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

Re: [OPEN-ILS-GENERAL] Where do the MARC templates come from?

[Walz, Jennifer]

Rogan,

As always, you are very helpful!   I just need sometimes to be pointed in the 
right direction.  I’ll do some more fishing around…

Thanks!

Jennifer

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Rogan 
Hamby
Sent: Monday, October 10, 2016 2:09 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Where do the MARC templates come from?

Hi Jennifer,

By default they live on the server at /openils/var/templates/marc

There is more good information here about them:  
https://wiki.evergreen-ils.org/doku.php?id=evergreen-admin:customization:cat

You can certainly create new ones.  A year or two ago I did some searching 
around and found where several other consortiums had shared their own 
collections they had made (because I'd rather re-use than re-invent).  There is 
probably more information on the wiki and/or checking irc logs assuming you've 
already searched email histories.

As for why that function doesn't exist in the staff client?  The short answer 
is that no one has prioritized it high enough to commit the development 
resources to it.


On Mon, Oct 10, 2016 at 1:49 PM, Walz, Jennifer 
<jlw...@asbury.edu<mailto:jlw...@asbury.edu>> wrote:
All –

We are having some problems with two of our MARC templates.  They will not 
load.   Where are they housed?  How are the created?   What would make them go 
away?

*** Can we create more?   It seems odd to me that I cannot do this within the 
staff client.  Why not?   Where is it if I can?   I see the Copy Templates 
Editor.  Why not a ‘MARC templates editor’?

Right now, when we go to “Cataloging” > “Create new MARC Record” we see several 
that are available for our other location, but not ours.  And when we click on 
one that we used to use, we are getting a Network Error.

Any assistance is helpful.

Thanks!

Jennifer
--
Jennifer Walz, MLS - Head of ILS Wrangling
Kinlaw Library  - Asbury University
1 Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269<tel:859-858-3511%20ext.%202269>
jlw...@asbury.edu<mailto:jlw...@asbury.edu>




--
--
Rogan R. Hamby, Data and Project Analyst
Equinox - Open Your Library
ro...@esilibrary.com<mailto:ro...@esilibrary.com>
1-877-OPEN-ILS | www.esilibrary.com<http://www.esilibrary.com>

[OPEN-ILS-GENERAL] Where do the MARC templates come from?

[Walz, Jennifer]

All -

We are having some problems with two of our MARC templates.  They will not 
load.   Where are they housed?  How are the created?   What would make them go 
away?

*** Can we create more?   It seems odd to me that I cannot do this within the 
staff client.  Why not?   Where is it if I can?   I see the Copy Templates 
Editor.  Why not a 'MARC templates editor'?

Right now, when we go to "Cataloging" > "Create new MARC Record" we see several 
that are available for our other location, but not ours.  And when we click on 
one that we used to use, we are getting a Network Error.

Any assistance is helpful.

Thanks!

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

[OPEN-ILS-GENERAL] Clark Kent - the reporter - keeps quiting - why?

[Walz, Jennifer]

All -

We are having enormous problems with Clark.  He keeps getting stuck and 
quitting.   Constantly needs to be restarted.  I mean every five minutes it 
seems.  At least every day.   What would be causing this?   This cannot be 
normal.

Any suggestions?What should we be looking for?

Thanks!

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

Re: [OPEN-ILS-GENERAL] Getting OCLC numbers out of the Reports

[Walz, Jennifer]

All –

One more follow up question.Or maybe two.  ☺

  Is there a way to get the reports to spit out all items – including those 
with a blank field? In other words, how to show all and not just those that 
have data in that field.

  And second, is there a way to look for BOTH the 001 and the 035 and spit out 
both in the results?

Thanks!

Jennifer

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Chris 
Sharp
Sent: Tuesday, September 13, 2016 8:17 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Getting OCLC numbers out of the Reports

Jennifer,
Just leave the Field Transform as "Raw Data" and the Operator as "Equals" and 
it should work as you're expecting.  For a MARC field with subfields, you would 
want to add an additional filter of subfield as Rogan's example suggests.
Hope that helps!
Chris

On Mon, Sep 12, 2016 at 7:44 PM, Walz, Jennifer 
<jlw...@asbury.edu<mailto:jlw...@asbury.edu>> wrote:
Rogan,

Do I have to do BOTH the tag and the subfield?   And is 035 the only place in 
the marc where the oclc number is?   I was told it was in 001.   And this is 
how I have been doing it thus far, but getting weird results:

[cid:image001.jpg@01D20DE3.715B93D0]

(my results were at least to show me something from that field!) Should I 
just do “raw data” and “equals” and “035” or “001”? When I did that, it was 
giving me an error…

Thanks!

Jennifer

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org<mailto:open-ils-general-boun...@list.georgialibraries.org>]
 On Behalf Of Rogan Hamby
Sent: Monday, September 12, 2016 7:11 PM

To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Getting OCLC numbers out of the Reports

Jennifer,

There isn't much more to it.  Use the flattened attributes as a filter and 
filter by tag = '035' and subfield = 'a' in addition to the other filters you 
use.  Display the normalized value.  That's it.  Add that onto your existing 
report for the others values to get the 035.  One downside is that if a record 
doesn't have a 035 it won't display though.

On Mon, Sep 12, 2016 at 6:41 PM, Walz, Jennifer 
<jlw...@asbury.edu<mailto:jlw...@asbury.edu>> wrote:
Rogan,

Thanks for the reply.   I already figured that I should probably be looking at 
the flattened MARC fields section, but how do I use those to extract the OCLC 
number from the MARC field?Can I select a particular MARC field to appear 
only in the output?  How do I tell the system to show me just that one field 
and not all of them?

  Specifics please.  ☺

  Thanks!

Jennifer
--
Jennifer Walz, MLS - Head of ILS confusion
Kinlaw Library  - Asbury University
1 Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269<tel:859-858-3511%20ext.%202269>
jlw...@asbury.edu<mailto:jlw...@asbury.edu>



From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org<mailto:open-ils-general-boun...@list.georgialibraries.org>]
 On Behalf Of Rogan Hamby
Sent: Monday, September 12, 2016 6:34 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Getting OCLC numbers out of the Reports

From the Bibliographic Record data source if you go to Flattened MARC Fields 
you can filter by Subfield / Tag etc... to get the 035 if you want.  The rest 
of what you mentioned (title, author, pub date) I would grab from the Simple 
Record Extracts.



On Mon, Sep 12, 2016 at 3:35 PM, Walz, Jennifer 
<jlw...@asbury.edu<mailto:jlw...@asbury.edu>> wrote:
All –

I would like to run a report to get some basic bibliographic info (title, 
author, pub date) PLUS the oclc number.  Which source is best?   And then how 
to I get the OCLC number to show up in the output?  I cannot seem to find the 
right fields and such to get to that data.How do I get the OCLC number to 
display in the output for each title? Can anyone point me in the right 
direction?

  We would like to filter on shelving location and possibly include the call 
number and barcode.

Thanks!

Jennifer
--
Jennifer Walz, MLS - Head of Research & Distance Services
Kinlaw Library -  Asbury University
One Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269<tel:859-858-3511%20ext.%202269>
jlw...@asbury.edu<mailto:jlw...@asbury.edu>




--
--
Rogan R. Hamby, Data and Project Analyst
Equinox - Open Your Library
ro...@esilibrary.com<mailto:ro...@esilibrary.com>
1-877-OPEN-ILS | www.esilibrary.com<http://www.esilibrary.com>




--
--
Rogan R. Hamby, Data and Project Analyst
Equinox - Open Your Library
ro...@esilibrary.com<mailto:ro...@esilibrary.com>
1-877-OPEN-ILS | www.esilibrary.com<http://www.esilibrary.co

Re: [OPEN-ILS-GENERAL] Getting OCLC numbers out of the Reports

[Walz, Jennifer]

Rogan,

Do I have to do BOTH the tag and the subfield?   And is 035 the only place in 
the marc where the oclc number is?   I was told it was in 001.   And this is 
how I have been doing it thus far, but getting weird results:

[cid:image001.jpg@01D20D2E.15E21340]

(my results were at least to show me something from that field!) Should I 
just do “raw data” and “equals” and “035” or “001”? When I did that, it was 
giving me an error…

Thanks!

Jennifer

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Rogan 
Hamby
Sent: Monday, September 12, 2016 7:11 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Getting OCLC numbers out of the Reports

Jennifer,

There isn't much more to it.  Use the flattened attributes as a filter and 
filter by tag = '035' and subfield = 'a' in addition to the other filters you 
use.  Display the normalized value.  That's it.  Add that onto your existing 
report for the others values to get the 035.  One downside is that if a record 
doesn't have a 035 it won't display though.

On Mon, Sep 12, 2016 at 6:41 PM, Walz, Jennifer 
<jlw...@asbury.edu<mailto:jlw...@asbury.edu>> wrote:
Rogan,

Thanks for the reply.   I already figured that I should probably be looking at 
the flattened MARC fields section, but how do I use those to extract the OCLC 
number from the MARC field?Can I select a particular MARC field to appear 
only in the output?  How do I tell the system to show me just that one field 
and not all of them?

  Specifics please.  ☺

  Thanks!

Jennifer
--
Jennifer Walz, MLS - Head of ILS confusion
Kinlaw Library  - Asbury University
1 Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269<tel:859-858-3511%20ext.%202269>
jlw...@asbury.edu<mailto:jlw...@asbury.edu>



From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org<mailto:open-ils-general-boun...@list.georgialibraries.org>]
 On Behalf Of Rogan Hamby
Sent: Monday, September 12, 2016 6:34 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Getting OCLC numbers out of the Reports

From the Bibliographic Record data source if you go to Flattened MARC Fields 
you can filter by Subfield / Tag etc... to get the 035 if you want.  The rest 
of what you mentioned (title, author, pub date) I would grab from the Simple 
Record Extracts.



On Mon, Sep 12, 2016 at 3:35 PM, Walz, Jennifer 
<jlw...@asbury.edu<mailto:jlw...@asbury.edu>> wrote:
All –

I would like to run a report to get some basic bibliographic info (title, 
author, pub date) PLUS the oclc number.  Which source is best?   And then how 
to I get the OCLC number to show up in the output?  I cannot seem to find the 
right fields and such to get to that data.How do I get the OCLC number to 
display in the output for each title? Can anyone point me in the right 
direction?

  We would like to filter on shelving location and possibly include the call 
number and barcode.

Thanks!

Jennifer
--
Jennifer Walz, MLS - Head of Research & Distance Services
Kinlaw Library -  Asbury University
One Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269<tel:859-858-3511%20ext.%202269>
jlw...@asbury.edu<mailto:jlw...@asbury.edu>




--
--
Rogan R. Hamby, Data and Project Analyst
Equinox - Open Your Library
ro...@esilibrary.com<mailto:ro...@esilibrary.com>
1-877-OPEN-ILS | www.esilibrary.com<http://www.esilibrary.com>




--
--
Rogan R. Hamby, Data and Project Analyst
Equinox - Open Your Library
ro...@esilibrary.com<mailto:ro...@esilibrary.com>
1-877-OPEN-ILS | www.esilibrary.com<http://www.esilibrary.com>

Re: [OPEN-ILS-GENERAL] Getting OCLC numbers out of the Reports

[Walz, Jennifer]

Rogan,

Thanks for the reply.   I already figured that I should probably be looking at 
the flattened MARC fields section, but how do I use those to extract the OCLC 
number from the MARC field?Can I select a particular MARC field to appear 
only in the output?  How do I tell the system to show me just that one field 
and not all of them?

  Specifics please.  ☺

  Thanks!

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



From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Rogan 
Hamby
Sent: Monday, September 12, 2016 6:34 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Getting OCLC numbers out of the Reports

From the Bibliographic Record data source if you go to Flattened MARC Fields 
you can filter by Subfield / Tag etc... to get the 035 if you want.  The rest 
of what you mentioned (title, author, pub date) I would grab from the Simple 
Record Extracts.



On Mon, Sep 12, 2016 at 3:35 PM, Walz, Jennifer 
<jlw...@asbury.edu<mailto:jlw...@asbury.edu>> wrote:
All –

I would like to run a report to get some basic bibliographic info (title, 
author, pub date) PLUS the oclc number.  Which source is best?   And then how 
to I get the OCLC number to show up in the output?  I cannot seem to find the 
right fields and such to get to that data.How do I get the OCLC number to 
display in the output for each title? Can anyone point me in the right 
direction?

  We would like to filter on shelving location and possibly include the call 
number and barcode.

Thanks!

Jennifer
--
Jennifer Walz, MLS - Head of Research & Distance Services
Kinlaw Library -  Asbury University
One Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269<tel:859-858-3511%20ext.%202269>
jlw...@asbury.edu<mailto:jlw...@asbury.edu>




--
--
Rogan R. Hamby, Data and Project Analyst
Equinox - Open Your Library
ro...@esilibrary.com<mailto:ro...@esilibrary.com>
1-877-OPEN-ILS | www.esilibrary.com<http://www.esilibrary.com>

[OPEN-ILS-GENERAL] Getting OCLC numbers out of the Reports

[Walz, Jennifer]

All -

I would like to run a report to get some basic bibliographic info (title, 
author, pub date) PLUS the oclc number.  Which source is best?   And then how 
to I get the OCLC number to show up in the output?  I cannot seem to find the 
right fields and such to get to that data.How do I get the OCLC number to 
display in the output for each title? Can anyone point me in the right 
direction?

  We would like to filter on shelving location and possibly include the call 
number and barcode.

Thanks!

Jennifer
--
Jennifer Walz, MLS - Head of Research & Distance Services
Kinlaw Library -  Asbury University
One Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269
jlw...@asbury.edu

[OPEN-ILS-GENERAL] FW: Evergreen Acquisitions

[Walz, Jennifer]

All -

>From our acquisitions person.   A plea for help.   Can the PO list be sorted?  
> We just upgraded to 2.10.5.

  Any advice is very welcome.

Thanks!

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


From: Bryan, Darlene
Subject: Evergreen Acquisitions

Jennifer,

  I'm working with entering invoices and trying to close out old purchase 
orders because I've gotten behind this summer.  When beginning a search for a 
PO it starts with the oldest first and requires going through several pages in 
order to reach the most recent ones.  Is there a way that they can put the most 
recent lists first and the oldest last?  Is there some way that we can do that 
ourselves?

Thanks,
---Darlene

Darlene Bryan
Asbury University
Kinlaw Library - Acquisitions Supervisor
One Macklem Dr.
Wilmore, KY  40390

Re: [OPEN-ILS-GENERAL] All permission groups deleted?

[Walz, Jennifer]

All,

Yes.   Something very badly and horrible has gone wrong.Right now in our 
staff client, the Staff group is gone. To top that off, now the system is 
down and no one can get in.  People with more knowledge than I have 
are working on it and we are hopeful it will be back to normal soon.

  Still, it should have been “impossible” for these to be deleted as a whole 
group since, as you say, the permissions themselves were actually assigned. 
Is it somehow possible in the staff client to make them not SEEN?   I’m just 
picking at straws here, trying to figure out the steps that led us here.

Thanks!

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



From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Rogan 
Hamby
Sent: Tuesday, July 05, 2016 3:54 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] All permission groups deleted?

Hi Jennifer,

With the caveat of anything is theoretically possible if an admin has done 
bizarre thing x, y and z 

Generally Patrons will be a child of Users and it would be impossible to delete 
Users and Patrons still exist.  It's kind of like yanking the foundation out 
from under a building and the building not moving.

You can certainly delete groups and permissions be in the system.  Permission 
Groups and Permissions are totally separate things.  Permission Groups are a 
label, say Catalogers, that have Permissions associated with them.  However, 
permission groups have constraints against a number of other tables.  It would 
non-trivial to delete them if they are used in holds rules, circ rules, 
assigned the users/patrons, etc...

I'm echoing Thomas a bit here but what you're describing sounds very unlikely.  
What ever appears to be happening from the staff client level is most likely, 
at the very least, not the whole story.  If you don't have database level 
access to your system you need to contact someone who does to investigate what 
is happening.




On Tue, Jul 5, 2016 at 1:09 PM, Walz, Jennifer 
<jlw...@asbury.edu<mailto:jlw...@asbury.edu>> wrote:
Thomas,

 Very interesting! And completely confusing. What I think you are 
saying is that it is possible to delete the GROUP, but meanwhile all the actual 
permissions are still in the system?

  When evergreen was started, it has two main permission groups.Patrons and 
Users.Our patrons group is still there, but the whole group of Users is 
gone and as far as I can tell, so are the actual permission profiles that were 
under that group.Cataloger, Catalog Administrator, Circulation 
Administrator, Systems Administrator, etc.

 It would seem to me that what you are saying makes sense, that of course you 
cannot delete the actual permission profile if there are users attached to that 
profile.   But is it possible to delete the whole group AND all the permission 
profiles underneath can go away?

  Thanks!

Jennifer


-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org<mailto:open-ils-general-boun...@list.georgialibraries.org>]
 On Behalf Of Thomas Berezansky
Sent: Tuesday, July 05, 2016 12:14 PM
To: Evergreen Discussion Group
Subject: 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<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<mailto: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 ca

Re: [OPEN-ILS-GENERAL] All permission groups deleted?

[Walz, Jennifer]

Thomas,

 Very interesting! And completely confusing. What I think you are 
saying is that it is possible to delete the GROUP, but meanwhile all the actual 
permissions are still in the system?

  When evergreen was started, it has two main permission groups.Patrons and 
Users.Our patrons group is still there, but the whole group of Users is 
gone and as far as I can tell, so are the actual permission profiles that were 
under that group.Cataloger, Catalog Administrator, Circulation 
Administrator, Systems Administrator, etc.

 It would seem to me that what you are saying makes sense, that of course you 
cannot delete the actual permission profile if there are users attached to that 
profile.   But is it possible to delete the whole group AND all the permission 
profiles underneath can go away?

  Thanks!

Jennifer


-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Thomas 
Berezansky
Sent: Tuesday, July 05, 2016 12:14 PM
To: Evergreen Discussion Group
Subject: 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

 

 

[OPEN-ILS-GENERAL] All permission groups deleted?

[Walz, Jennifer]

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] Help with reports - need end of year stats - can't get data - blank report

[Walz, Jennifer]

Elizabeth,

Thanks!   This is very helpful.

Jennifer

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Thomsen, Elizabeth
Sent: Thursday, June 30, 2016 11:18 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Help with reports - need end of year stats - 
can't get data - blank report

Glad you found your answer!

Report templates can be complicated, and it's not always easy to understand 
what each element of the template means, especially if you don't use the same 
templates frequently. We've found it useful to add field hints and links to 
local documentation to the report templates.  This was an enhancement in 
Release 2.7:
https://esilibrary.com/documentation/2-7-enhancements-to-reports/

It takes a little time to set these up, but it saves time in the long run  and 
promotes consistency in reports.

--
Elizabeth B. Thomsen
Member Services Manager
NOBLE: North of Boston Library Exchange
Danvers, Mass.
www.noblenet.org

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

[Walz, Jennifer]

Brent,

Thanks!

  This did it.Whew.  I thought maybe I was going nuts. WHY does it do 
this? And can some instruction be listed someplace?

  Just wondering.   Now to figure out how many Titles we added last year.  Ha!

Jennifer

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Brent 
Mills
Sent: Wednesday, June 29, 2016 7:10 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Help with reports - need end of year stats - 
can't get data - blank report

Jennifer,

And there is a ‘canned’ report from Equinox that is Count Items Added by Date 
Range.But nothing ever comes out.  I just get a blank.   I’ve tried all 
kinds of date ranges and don’t know what is wrong.

Have you tried putting the older date range value in the first section of the 
between? I think that’s been an issue with a few of our date range reports.


[cid:image001.png@01D1D2B9.59AE1A60]

-Brent

-

Brent Mills
Systems Librarian | Sage Library System

email: br...@hoodriverlibrary.org<mailto:br...@hoodriverlibrary.org>
tickets: https://sagesupport.eou.edu
phone: 541.610.8384

On Jun 29, 2016, at 1:47 PM, Walz, Jennifer 
<jlw...@asbury.edu<mailto:jlw...@asbury.edu>> wrote:

And there is a ‘canned’ report from Equinox that is Count Items Added by Date 
Range.But nothing ever comes out.  I just get a blank.   I’ve tried all 
kinds of date ranges and don’t know what is wrong.

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

[Walz, Jennifer]

Chris,

I was trying to do that yesterday and I don’t remember how to find that.  
  It was a long and messy day.

I’ll try to find it and post that back to you.   Could be that Brent’s 
suggestion is what the problem is on one front though.   Just reverse the 
dates.  Grief!   Why is that?

Thanks!

Jennifer

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Chris 
Sharp
Sent: Wednesday, June 29, 2016 7:29 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Help with reports - need end of year stats - 
can't get data - blank report

Jennifer,
If you can post the "Generated SQL" section of the Debugging Info in the report 
output, I can probably help.
Thanks,
Chris

On Wed, Jun 29, 2016 at 7:10 PM, Brent Mills 
<br...@hoodriverlibrary.org<mailto:br...@hoodriverlibrary.org>> wrote:
Jennifer,

And there is a ‘canned’ report from Equinox that is Count Items Added by Date 
Range.But nothing ever comes out.  I just get a blank.   I’ve tried all 
kinds of date ranges and don’t know what is wrong.

Have you tried putting the older date range value in the first section of the 
between? I think that’s been an issue with a few of our date range reports.


[cid:image001.png@01D1D2B7.CAF4BD20]

-Brent

-

Brent Mills
Systems Librarian | Sage Library System

email: br...@hoodriverlibrary.org<mailto:br...@hoodriverlibrary.org>
tickets: https://sagesupport.eou.edu
phone: 541.610.8384

On Jun 29, 2016, at 1:47 PM, Walz, Jennifer 
<jlw...@asbury.edu<mailto:jlw...@asbury.edu>> wrote:

And there is a ‘canned’ report from Equinox that is Count Items Added by Date 
Range.But nothing ever comes out.  I just get a blank.   I’ve tried all 
kinds of date ranges and don’t know what is wrong.




--
Chris Sharp
PINES System Administrator
Georgia Public Library Service
1800 Century Place, Suite 150
Atlanta, Georgia 30345
(404) 235-7147

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

[Walz, Jennifer]

All –

I am not sure if this is the report acting weird, or something else wrong with 
our system.
My boss wants this:  need one total number of physical items added to the 
collection between 7/1/15 and today (last 12 months).

And there is a ‘canned’ report from Equinox that is Count Items Added by Date 
Range.But nothing ever comes out.  I just get a blank.   I’ve tried all 
kinds of date ranges and don’t know what is wrong.

Can anyone guide me to maybe create one from scratch?   Or fix the one that is 
already there?Is there a bug in the system?

Thanks!

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

[OPEN-ILS-GENERAL] Circ Stats - in house use? Report to use?

[Walz, Jennifer]

All -

   We are trying to work out a report that will give us the stats by month for 
IN house use.   How do I do that?

Thanks!

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

Re: [OPEN-ILS-GENERAL] Circ Stats - in house use? Report to use?

[Walz, Jennifer]

Chris,

  Excellent!   I forget about the sources dropdown.That is a good place to 
start. 

  Any suggestions for which items I should select from that source that are the 
most helpful?   Anyone have a great template they would like to share?   I have 
no idea how in house use works, so I am not sure what I should be looking for.  
 (and I am creating this for another library in our group)

 Thanks!

Jennifer

-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Chris 
Sharp
Sent: Monday, November 09, 2015 2:50 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Circ Stats - in house use? Report to use?

Hi Jennifer,

"In House Use" is one of the "Core Sources" available in the reports interface. 
 That should give you a good starting place for creating a template.

Does that help?

Chris

- Original Message -
> From: "Jennifer Walz" 
> To: "open-ils-general@list.georgialibraries.org" 
> 
> Sent: Monday, November 9, 2015 2:46:28 PM
> Subject: [OPEN-ILS-GENERAL] Circ Stats - in house use?   Report to use?
> 
> All -
> 
>We are trying to work out a report that will give us the stats by month
>for IN house use.   How do I do that?
> 
> Thanks!
> 
> Jennifer
> --
> Jennifer Walz, MLS - Head of ILS Report generation Kinlaw Library  - 
> Asbury University
> 1 Macklem Drive, Wilmore, KY 40390
> 859-858-3511 ext. 2269
> jlw...@asbury.edu
> 
> 

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

Re: [OPEN-ILS-GENERAL] Information requests- websites - catalog widgets on page

[Walz, Jennifer]

All –

I don’t know if I sent this after we set this up.   But here is a link to our 
libguide where we are using a search form to search our evergreen catalog.

http://asbury.libguides.com/c.php?g=65748=424091

   We have one of these on every subject libguide that we have.

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

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Benjamin Kalish
Sent: Friday, October 30, 2015 9:27 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Information requests- websites

Holly, I'd love to know how the widgets in your last link work. Are there 
instructions on how to do this somewhere?

Benjamin Kalish
Forbes Library / 413-587-1012 / 
bkal...@forbeslibrary.org

Currently reading: Our Mutual Friend by Charles Dickens
Just Finished: Mind of the Raven: Investigations and Adventures With Wolf-birds 
by Bernd Heinrich.

On Thu, Oct 29, 2015 at 4:15 PM, Holly Brennan 
> wrote:
Our library (and City) uses a Drupal site – which is currently being revamped, 
though not yet publically visible.

Our page has a search box and link to My Account and Advanced search: 
http://www.cityofhomer-ak.gov/library. These will be much more visible in the 
new version – bigger, better. We moved to Evergreen after this website was 
created, so it’s not very pretty.

We use the catalog to create many widgets embedded within our site: 
http://www.cityofhomer-ak.gov/library/recommended-reads-summerhpl-2015

-Holly



From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org]
 On Behalf Of Benjamin Kalish
Sent: Thursday, October 29, 2015 11:33 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Information requests- websites

It's very easy to make a search widget that allows you to start an Evergreen 
search from your library's website. We've done it at our library with 
Wordpress, but it should be equally easy in any system that will let you write 
HTML.

Our search form is slightly more complicated in that it allows you to choose 
whether to search our website or the catalog. This requires some Javascript and 
some some server-side scripting (in case someone has Javascript disabled) but 
is still pretty easy. You can see our website at http://forbeslibrary.org/. 
I've also included a screenshot of the "widget".

[Inline image 1]

Benjamin Kalish
Forbes Library / 413-587-1012 / 
bkal...@forbeslibrary.org

Currently reading: Our Mutual Friend by Charles Dickens
Just Finished: Mind of the Raven: Investigations and Adventures With Wolf-birds 
by Bernd Heinrich.

On Thu, Oct 29, 2015 at 2:58 PM, Mina Edmondson 
> wrote:
York County Library System is considering changes to our website. Our current 
vendor will not be doing websites in the future. Can you let me know if you are 
using WordPress or Drupal along with Evergreen. How does the website interact 
with the catalog? Are you using any special widgits to make the integration 
easier?

Have you built the website in house or use a vendor? What vendors can you 
recommend?

Please forward examples of your websites so we can get a better idea of what is 
being done by libraries with these platforms.

Mina C. Edmondson
District Consultant
York/Adams District
medmond...@yorklibraries.org

717-849-6961- Office
717-916-0490- Cell

Instantly borrow free digital movies, music, and 
more, 24/7 with your library card and 
#hoopla.
New releases announced on our Facebook 
page.

Re: [OPEN-ILS-GENERAL] Billing types - why can't I see them?

[Walz, Jennifer]

Michele,

Thanks!   I will look into this.   Trying to squash other issues today.   ☺

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

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Morgan, Michele
Sent: Friday, October 23, 2015 4:53 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Billing types - why can't I see them?

Hi Jennifer,
Can you check the depth of the CREATE_BILL permission? If that permission depth 
is set for system, that could be what's filtering out the billing types owned 
by the other org units.

I haven't verified any of this, but when a set of permissions exists like:

VIEW_BILLING_TYPE
CREATE_BILLING_TYPE
UPDATE_BILLING_TYPE
DELETE_BILLING_TYPE
it suggests to me that those are the permissions that control who can manage 
the list of billing types, not what appears when you're actually applying a 
bill.
I would check that CREATE_BILL permission depth and see if changing it makes a 
difference.

Hope this helps,
Michele

--
Michele M. Morgan, Technical Assistant
North of Boston Library Exchange, Danvers Massachusetts
mmor...@noblenet.org<mailto:mmor...@noblenet.org>


On Fri, Oct 23, 2015 at 4:28 PM, Walz, Jennifer 
<jlw...@asbury.edu<mailto:jlw...@asbury.edu>> wrote:
Jason,

Ok.  So, can you confirm for me that ALL of the ones I listed are system 
generated – even those that seem to be for ATS?   And the two that I created 
from scratch are then the only ones I should actually see – because I created 
them?What is the purpose of the OU listed in the other column?

  Permissions relates to the View_Billing_Types.  I actually didn’t have any 
billing types for our OU in the Billing Types list first.  Then it seemed that 
I did not have permission to see any beyond our OU.   When I changed the 
permissions, I thought I should be able to see those that are listed in my list 
as ASLAN (our consortium name) as well as those at our sister institution (ATS) 
when I go to bill a patron.   But that appears to not be the case??   I think 
what you are saying is that no matter how they are listed in the Billing Types 
list (with the OU next to it), the permission for View_Billing_Types does not 
take effect. What is the View_Billing_Types permission for?Maybe for 
acquisitions instead?

Thanks!

Jennifer

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org<mailto:open-ils-general-boun...@list.georgialibraries.org>]
 On Behalf Of Jason Etheridge
Sent: Friday, October 23, 2015 4:11 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Billing types - why can't I see them?

Jennifer,

You indeed will not have the stock billing types (other than Misc) available as 
options in the Bill Patron interface.  They're reserved for system use.  The 
main controlling factor here for what you see appears to be your workstation 
library.  I'm not sure how that intersects with permissions.

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

Re: [OPEN-ILS-GENERAL] Billing types - why can't I see them?

[Walz, Jennifer]

Jason,

Ok.  So, can you confirm for me that ALL of the ones I listed are system 
generated – even those that seem to be for ATS?   And the two that I created 
from scratch are then the only ones I should actually see – because I created 
them?What is the purpose of the OU listed in the other column?

  Permissions relates to the View_Billing_Types.  I actually didn’t have any 
billing types for our OU in the Billing Types list first.  Then it seemed that 
I did not have permission to see any beyond our OU.   When I changed the 
permissions, I thought I should be able to see those that are listed in my list 
as ASLAN (our consortium name) as well as those at our sister institution (ATS) 
when I go to bill a patron.   But that appears to not be the case??   I think 
what you are saying is that no matter how they are listed in the Billing Types 
list (with the OU next to it), the permission for View_Billing_Types does not 
take effect. What is the View_Billing_Types permission for?Maybe for 
acquisitions instead?

Thanks!

Jennifer

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Jason 
Etheridge
Sent: Friday, October 23, 2015 4:11 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Billing types - why can't I see them?

Jennifer,

You indeed will not have the stock billing types (other than Misc) available as 
options in the Bill Patron interface.  They're reserved for system use.  The 
main controlling factor here for what you see appears to be your workstation 
library.  I'm not sure how that intersects with permissions.

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

Re: [OPEN-ILS-GENERAL] Spine & Pocket label printing - Circulation Sets THERMAL printer

[Walz, Jennifer]

All –

In case anyone wants to know.  I think we get them now from this vendor:  
http://www.bayscan.com/spine-label-printing/labels/

  Cheaper per roll. http://www.bayscan.com/dynlabttpbls.html

  I believe that they also sell the thermal transfer tape.

  This company sells them as sets – labels and the ribbon and cleaner:   
http://www.vernonlibrarysupplies.com/spine-label-kit-2-label-set-3947.html

 This company sells different size labels on a roll - 
http://www.dynamicimagingsolutions.com/products/library-supplies/spine-labels-rolls.html
   They also sell the printer:  
http://www.dynamicimagingsolutions.com/products/scanners-and-hardware/printers.html
 (this MIGHT be where we got ours from)

  OhioNet is having a sale:  
https://www.ohionet.org/blog/2011/10/ohionet-october-special-bst1204-thermal-transfer-spine-label-printer
 Free shipping in Oct.  ☺

  This company sells all kinds of labels – search by printer model number:   
http://www.labelsdirect.com/c-50-Labels.aspx

  Hope that is helpful to everyone.

Jennifer
--
Jennifer Walz, MLS - Head of Research & Distance Services
Kinlaw Library -  Asbury University
One Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269
jlw...@asbury.edu

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Donald 
Butterworth
Sent: Wednesday, October 14, 2015 9:49 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Spine & Pocket label printing - Circulation Sets

A.U. tells me that they have been getting their supplies from Demco. Last time 
they ordered the price for Thermal Resin ribbon was about $30 each, and a roll 
of 2000 labels was about $80.

On Wed, Oct 14, 2015 at 8:25 AM, Donald Butterworth 
> 
wrote:
Josh,
For our label supplies we have use the Barcode 
Factory (Paragon Print Systems, Inc.) for many 
years. They sell all kinds of printers, including Zebra, so I'm quite sure they 
could easily supply you with matching labels.
At ATS, we actually had them create a "die" which is used to cut generic label 
stock to our exact specification whenever we place an order. There is a one 
time cost to create the die, but the price of the stock is on the low side. We 
typically print more that 10,000 labels a year, so it didn't take very long to 
justify the cost of the die. You may want to explore this option.
Asbury University, hasn't gotten back to me yet on where they get their 
supplies, but when they do I will add it to this thread.
Happy printing,
Don



On Mon, Oct 12, 2015 at 10:14 PM, Josh Stompro 
> wrote:
Thanks Don, could you share what specific media/label stock you use with the 
Zebra TLP 2844 and your supplier for that media.
Thanks
Josh

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org]
 On Behalf Of Donald Butterworth
Sent: Monday, October 12, 2015 9:09 AM
To: Evergreen Discussion Group

Subject: Re: [OPEN-ILS-GENERAL] Spine & Pocket label printing - Circulation Sets

The folks at Asbury University have had success with a Zebra TLP 2844. It uses 
Thermal Transfer ribbon and prints spine+pocket labels on a role. Cost is 
between $300 and $400.
At Asbury Seminary we have been using an old Cub thermal transfer printer. We 
use it to print spine+pocket, and barcode labels. When it dies we will likely 
go with a Zebra like the University.
We are sold on printers that use thermal transfer ribbons. The print is very 
clear and fade resistant.

Don


On Mon, Oct 12, 2015 at 8:41 AM, Scott Thomas 
> wrote:
Hi Josh,

When we migrated from Sirsidynix Symphony earlier in the year, one of our 
biggest challenges was label printing because we also print spine and pocket 
labels. The only solution we found was to use TSC TTP-247 thermal printers. 
When processing materials, we scan them into Item Status and dump Item Status 
to a .csv and import it into Bartender. We can print from there. We do not use 
the native Evergreen label printing utility. It was hard to set up, but, now 
that we have it all documented, it works well. Please let me know if you need 
additional information.

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




From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org]
 On Behalf Of Elisabeth Keppler
Sent: Friday, October 09, 2015 5:11 PM
To: Evergreen Discussion Group 

Re: [OPEN-ILS-GENERAL] System rules for hold?

[Walz, Jennifer]

Michele,

Sweet!Here I was frantic about filling in all the little boxes.   I don’t 
have to!   Amazing.

Thanks!

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

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Michele Morgan
Sent: Thursday, August 27, 2015 10:59 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] System rules for hold?

Hi Jennifer,
Our most generic hold policy has the following filled in:
Requestor Permission Group: Users
Active: Checked
Holdable? : Checked
Hope this helps,
Michele

--
Michele M. Morgan, Technical Assistant
North of Boston Library Exchange, Danvers Massachusetts
mmor...@noblenet.orgmailto:mmor...@noblenet.org


On Wed, Aug 26, 2015 at 3:36 PM, Walz, Jennifer 
jlw...@asbury.edumailto:jlw...@asbury.edu wrote:
Rogan,

When you have a bare minimum setting in the hold policies, what does it look 
like?   In other words, which fields can you leave blank and which HAVE to be 
filled in?   It is possible that I have missed a setting somewhere.

Thanks!

Jennifer
--
Jennifer Walz, MLS - Head of Research  Distance Services
Kinlaw Library -  Asbury University
One Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269tel:859-858-3511%20ext.%202269
jlw...@asbury.edumailto:jlw...@asbury.edu

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.orgmailto:open-ils-general-boun...@list.georgialibraries.org]
 On Behalf Of Rogan Hamby
Sent: Wednesday, August 26, 2015 3:27 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] System rules for hold?

There are a lot of different ways to do holds policies.  I'm guessing you have 
specific policies for different circulation modifers or shelving locations or 
however you approached it and there isn't a hold policy for this specific 
scenario (circ mod, copy location, whatever).  I usually avoid this by having a 
generic policy that covers everything and then more specific policies that are 
exceptions.

On Wed, Aug 26, 2015 at 3:03 PM, Walz, Jennifer 
jlw...@asbury.edumailto:jlw...@asbury.edu wrote:
All –

Ok.  I am getting this message when we place a hold for a student on a book 
from the stacks.

The death cure / James Dashner.
Hold was not successfully placed
Problem: System rules do not define how to handle this item

What does “system rules do not define” mean??   Which system rules and what 
should I set them to be to make them work correctly without needing an override?


Thanks!

Jennifer
--
Jennifer Walz, MLS - Head of ILS Services
Kinlaw Library  - Asbury University
1 Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269tel:859-858-3511%20ext.%202269
jlw...@asbury.edumailto:jlw...@asbury.edu



--

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

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

[OPEN-ILS-GENERAL] Holds one more time

[Walz, Jennifer]

All -

Sorry to be so dense.   I think that we are getting close.   Not sure what this 
means:

This item could fulfill a hold request but capture has been delayed by policy.

   Where is that set and what should it be set to?   Too short?   Too long?
What policy?

Thanks!

Jennifer

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

Re: [OPEN-ILS-GENERAL] Deleting Patron Accounts - AND books?

[Walz, Jennifer]

Mike,

Yup.  That is precisely it.   I don’t want to have to remember to filter for 
“deleted”.   That seems really a weird expectation, when it should have been 
deleted.  (meaning it is not there)☺

  And it clutters up the server.  I like clean systems and only the stuff we 
have is there and nothing else.

And we get weird and random empty records that we can’t figure out how they got 
there.   Did someone make a mistake?   Did the system get confused?   Did we do 
something wrong? Then fixing that is just a pain.   Would be nice to blast 
everything and just start over.  With the phantom records hanging around the 
system, you can’t really do that.

Maybe we could have a report run that “clears” the system only when you run it. 
  It could be an admin only function and run when it is deemed appropriate.   
Our previous system had reports like that.  It was lovely.

  Thanks!

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

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Mike 
Rylander
Sent: Wednesday, August 05, 2015 10:43 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Deleting Patron Accounts - AND books?

Jennifer,

Where, other than reports that lack a filter on Is deleted, are these items 
showing up?

Thanks,


--
Mike Rylander
 | President
 | Equinox Software, Inc. / The Open Source Experts
 | phone:  1-877-OPEN-ILS (673-6457)
 | email:  mi...@esilibrary.commailto:mi...@esilibrary.com
 | web:  http://www.esilibrary.com


On Wed, Aug 5, 2015 at 10:35 AM, Walz, Jennifer 
jlw...@asbury.edumailto:jlw...@asbury.edu wrote:
All –

  I completely understand!   This is a valuable option for those folks who need 
this.  But there should ALSO be an option for completely and utterly 
obliterating the record – if you need to.We just REMOVED about 600 books 
from our collection (remember that we are an academic library) and we never 
want to see them again.   We expect that they are weeded and gone.   But no.   
They are still hanging around the system to clutter things up.   And confuse 
things too.   That is why we are experiencing so much problem with our items we 
are moving around into a new Children’s collection.   We weeded, we merged, and 
now we are changing call numbers.   But the “deleted” stuff keeps showing up 
when we THOUGHT we deleted it and never want to see it again.

  I’m NOT saying to remove the option to “hide” items in case you want to use 
them again or in the case where there are items attached or fines or such.   
BUT, it would be really great to also have the option to really and finally 
REMOVE items from the system.  There are times when that is needed as well.

  Thanks!

Jennifer
--
Jennifer Walz, MLS - Head of ILS Ministrations
Kinlaw Library -  Asbury University
One Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269tel:859-858-3511%20ext.%202269
jlw...@asbury.edumailto:jlw...@asbury.edu

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.orgmailto:open-ils-general-boun...@list.georgialibraries.org]
 On Behalf Of Rogan Hamby
Sent: Wednesday, August 05, 2015 10:10 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Deleting Patron Accounts - AND books?

Oh yeah, they reappear like fleas.  It's one reason I don't like obliterating, 
things that folks are sure they never want to see again one day suddenly are 
desirable the next.



On Wed, Aug 5, 2015 at 10:00 AM, Jason Stephenson 
jstephen...@mvlc.orgmailto:jstephen...@mvlc.org wrote:
Funny thing about deleted copies is they come back!

Just last week I was asked to undelete about 1 dozen copies that showed up in 
the returns.

If you really delete them from the database, you can't do that.

Just some food for thought.

Jason
--
Jason Stephenson
Assistant Director for Technology Services
Merrimack Valley Library Consortium
4 High ST, Suite 175
North Andover, MA 01845
Phone: 978-557-5891tel:978-557-5891
Email: jstephen...@mvlc.orgmailto:jstephen...@mvlc.org



--

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

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

Re: [OPEN-ILS-GENERAL] Deleting Patron Accounts - AND books?

[Walz, Jennifer]

All –

  I completely understand!   This is a valuable option for those folks who need 
this.  But there should ALSO be an option for completely and utterly 
obliterating the record – if you need to.We just REMOVED about 600 books 
from our collection (remember that we are an academic library) and we never 
want to see them again.   We expect that they are weeded and gone.   But no.   
They are still hanging around the system to clutter things up.   And confuse 
things too.   That is why we are experiencing so much problem with our items we 
are moving around into a new Children’s collection.   We weeded, we merged, and 
now we are changing call numbers.   But the “deleted” stuff keeps showing up 
when we THOUGHT we deleted it and never want to see it again.

  I’m NOT saying to remove the option to “hide” items in case you want to use 
them again or in the case where there are items attached or fines or such.   
BUT, it would be really great to also have the option to really and finally 
REMOVE items from the system.  There are times when that is needed as well.

  Thanks!

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

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Rogan 
Hamby
Sent: Wednesday, August 05, 2015 10:10 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Deleting Patron Accounts - AND books?

Oh yeah, they reappear like fleas.  It's one reason I don't like obliterating, 
things that folks are sure they never want to see again one day suddenly are 
desirable the next.



On Wed, Aug 5, 2015 at 10:00 AM, Jason Stephenson 
jstephen...@mvlc.orgmailto:jstephen...@mvlc.org wrote:
Funny thing about deleted copies is they come back!

Just last week I was asked to undelete about 1 dozen copies that showed up in 
the returns.

If you really delete them from the database, you can't do that.

Just some food for thought.

Jason
--
Jason Stephenson
Assistant Director for Technology Services
Merrimack Valley Library Consortium
4 High ST, Suite 175
North Andover, MA 01845
Phone: 978-557-5891tel:978-557-5891
Email: jstephen...@mvlc.orgmailto:jstephen...@mvlc.org




--

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

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

Re: [OPEN-ILS-GENERAL] Deleting Patron Accounts - AND books?

[Walz, Jennifer]

All –

  Well, I am sorry that I was not obvious enough.But CERTAINLY I would not 
want to delete anything with items / volumes / copies attached.  That is just 
silly.

But I seriously don’t care about the bib / item / copy etc when it CAN be 
deleted.   I don’t want “ historical” data. The whole point of deletion is 
to delete it!   So, make it go away.

Otherwise, call it something else and “park” it in a hidden status or 
something.   Don’t call it deleting, if you are actually NOT deleting it in 
actual fact.   When I delete something it goes away – off the server, out of 
the data record, gone.

And now that I know that patron records are not actually deleted either??!!  
UGH!!   You are killing me.I like clean data files.

   And now, back to your regularly scheduled programming…

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

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Rogan 
Hamby
Sent: Tuesday, August 04, 2015 4:42 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Deleting Patron Accounts - AND books?

Based on another reply I think she meant more of permanently deleting than 
cascading a delete.  I wasn't clear on that initially.  I think there would be 
real dangers in the same scenarios Elaine brought up.  As for permanently 
obliterating other kinds of records I don't think there's one answer that is 
right for everyone.  I can appreciate the view point of it's gone I don't need 
it anymore, it's a waste of bits in storage and another pass through the 
tables but I like looking at historical data so I'm very hesitant to toss any 
of it.  Evergreen's default don't throw anything away behavior appeals to me.



On Tue, Aug 4, 2015 at 4:31 PM, Hardy, Elaine 
eha...@georgialibraries.orgmailto:eha...@georgialibraries.org wrote:
No. Just No. Unless it was totally configurable and could never, ever show up 
if we didn’t want it. Ever. The thought of having to correct the resultant mess 
if someone could delete at the bib record level while vols and copies are 
attached in a consortium database will give me nightmares. I know that it would 
be tied to permissions but still. No. The few number of times a cataloger could 
use it on a record with just their library’s holdings attached would not be 
worth the possibility of someone incorrectly deleting a record with 1000s of 
items attached.

Perhaps what Jennifer meant was to truly delete a bibliographic record after 
one has deleted all copies and volumes attached? However, as Jason points out 
with patron info, totally deleting bib records, volumes, and copies would also 
negatively impact referential integrity in the database. It is also nice to be 
able to undelete a bib record if needed.

Elaine

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

404.235.7128tel:404.235.7128
404.235.7201tel:404.235.7201, fax
eha...@georgialibraries.orgmailto:eha...@georgialibraries.org
www.georgialibraries.orghttp://www.georgialibraries.org
www.georgialibraries.org/pineshttp://www.georgialibraries.org/pines

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.orgmailto:open-ils-general-boun...@list.georgialibraries.org]
 On Behalf Of Rogan Hamby
Sent: Tuesday, August 04, 2015 3:40 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Deleting Patron Accounts - AND books?

Like delete the bib records and let it caascade down and delete all associated 
volumes and copies?

On Tue, Aug 4, 2015 at 3:34 PM, Walz, Jennifer 
jlw...@asbury.edumailto:jlw...@asbury.edu wrote:
All –

Boy, it sure would be nice if we had the same options with books.  (i.e. bib 
records, item records, copy records, and the like)

  ☺

Please?

Thanks!

Jennifer
--
Jennifer Walz, MLS - Head of Ebsco Irritations
Kinlaw Library -  Asbury University
One Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269tel:859-858-3511%20ext.%202269
jlw...@asbury.edumailto:jlw...@asbury.edu

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.orgmailto:open-ils-general-boun...@list.georgialibraries.org]
 On Behalf Of Rogan Hamby
Sent: Tuesday, August 04, 2015 1:33 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Deleting Patron Accounts




--

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

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

Re: [OPEN-ILS-GENERAL] Deleting Patron Accounts - AND books?

[Walz, Jennifer]

All –

Boy, it sure would be nice if we had the same options with books.  (i.e. bib 
records, item records, copy records, and the like)

  ☺

Please?

Thanks!

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

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Rogan 
Hamby
Sent: Tuesday, August 04, 2015 1:33 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Deleting Patron Accounts

There are a few different kinds of deleting in Evergreen.  One is to turn on 
the deleted flag on the account.  That doesn't do much other than hide the 
account from the staff client pulling it up and is relatively harmless.

The other kind of deleting is obliterating the account.  This is the delete 
option that is on the other menu in the staff client and comes up with this 
warning:  Completely OBLITERATE this patron account, including bills, 
payments, bookbags, etc?  This is IRREVERSIBLE.  And it has a checkbox.

The good?  It deletes it and it's gone forever.

The bad?  As the message warns, gone forever is also anything tied to it.  My 
accountants would throw a fit at bills and payments and other records 
disappearing from the system and we're audited every other year.  So, whether 
or not it's bad will depend on your circumstances, your accounting environment, 
etc...

As a result it can also throw off counts of circulations, holds, etc... if you 
want to go back and run numbers on old data sets.

If we want to truly remove a patron I run an anonymization script that strips 
out their address except for zip code, names, phone numbers, email, etc and 
leaves a generic patron in place but leaves all of their associated records.

On Tue, Aug 4, 2015 at 1:21 PM, Scott Thomas 
sc...@albright.orgmailto:sc...@albright.org wrote:
Our old ILS would not allow you to remove a patron until all outstanding bills, 
holds, and checkouts were cleared. We were thrilled that Evergreen would simply 
allow you to remove the patron. However, I have heard from various sources 
that, while EG will allow you to remove a patron with impunity, it is not good 
practice to remove a patron with outstanding transactions and bills. Can anyone 
clarify this?

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: 570-207-2379tel:570-207-2379
Fx: 570-348-3020tel:570-348-3020
Email: sc...@albright.orgmailto:sc...@albright.org





--

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

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

[OPEN-ILS-GENERAL] Staff login - multiple windows logins

[Walz, Jennifer]

All -

I think I have asked this before - or a variation thereof.   I was just 
wondering if maybe someone has come up with a creative solution since before.

   So, we have student workers in another department in our building, who will 
be checking in and out equipment.   Each student will be logging into the 
checkout computer with their campus login.   But we DON'T want to create 
multiple WORKSTATIONS for each instance of Evergreen in every single windows 
login.  Is this possible?

  I notice that with the - profilemanager option for Evergreen, that you can 
set up different workstations / profiles.  That is wonderful!But do you 
think that profile list could then be in a root directory on the computer so 
that all Windows logins could point to it and every instance of Evergreen would 
see the SAME workstation / profile?

  I'm just fishing in the dark here.   We really really don't want is to create 
20 different workstation setups for this checkout point.  But that is what it 
has come down to.

Any other creative solutions out there?   I would really love to hear them.

Thanks!

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

Re: [OPEN-ILS-GENERAL] Problem with Edit Items / Volumes per Bib function?

[Walz, Jennifer]

, Wilmore, KY 40390
859-858-3511 ext. 2269
jlw...@asbury.edumailto:jlw...@asbury.edu

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Michele Morgan
Sent: Friday, July 24, 2015 4:35 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Problem with Edit Items / Volumes per Bib 
function?

Hi Jennifer,
I wonder if you are also running into a related bug:

https://bugs.launchpad.net/evergreen/+bug/1253732
From your original description, a new call number is being created, but your 
item isn't being transferred. If the Edit Items / Volumes per Bib is working 
the way it should, then the fact that a new Volume is being created should be 
invisible to the staff member making the edit.

You shouldn't be ending up with empty call numbers unless there's something 
else going on.
BTW, no one's confirmed this bug yet, so if it is what you're seeing, you can 
mark it as confirmed.
Hope this helps,
Michele

--
Michele M. Morgan, Technical Assistant
North of Boston Library Exchange, Danvers Massachusetts
mmor...@noblenet.orgmailto:mmor...@noblenet.org


On Thu, Jul 23, 2015 at 4:40 PM, Walz, Jennifer 
jlw...@asbury.edumailto:jlw...@asbury.edu wrote:
All -

 Here is where I don't understand the current construct and wouldn't it make 
more sense to have the call number and the barcode be at the item level for 
each record?

  Like this:

Title blah blah blah etc, author and owning library and so on.
  -   345.0998 B58a   1908987293
  -   345.0998 B58a   1908987294
  -   345.0998 B58a   1908987294

Why do the call numbers need to have their own level called volume?  What does 
it add to the mix?   In other words, what does this particular construct enable 
libraries to do specifically?

 If you had the call number at the same level of the barcode, you could STILL 
update either and not affect the owner or copy location (unless you wanted to). 
  Let's say an owning library had 5 copies of a title, but wanted to put them 
in five different locations - each with a different call number.   You could if 
you wanted, without creating and fiddling with volume level data.   Why can't 
that level just be eliminated altogether?

 Just saying.   I'm just not seeing the benefit of having the call number / 
volume level.   Seems to complicate matters unnecessarily.

 If anyone can give me ANY help to fix about 300 records that have gotten 
deleted and then mysteriously not, I would be most grateful!   Where is that 
pesky deleted indicator anyway??   I want to turn it off for these records. 
(my other pet peeve!   Items should be GONE from the system entirely and not in 
a phantom zone!)

Thanks!

Jennifer
--
Jennifer Walz, MLS - Head of Research  Distance Services
Kinlaw Library -  Asbury University
One Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269tel:859-858-3511%20ext.%202269
jlw...@asbury.edumailto:jlw...@asbury.edu


-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.orgmailto:open-ils-general-boun...@list.georgialibraries.org]
 On Behalf Of Kathy Lussier
Sent: Thursday, July 23, 2015 4:29 PM
To: 
open-ils-general@list.georgialibraries.orgmailto:open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] Problem with Edit Items / Volumes per Bib 
function?

Hi Jason,

Yes, I understand the mindset behind the current behavior. If I were to look at 
tackling this bug/wishlist request, I think I would look at adding a prompt 
that appears when the user is updating a volume from the unified editor if 
there are other copies attached to the volume that aren't being edited at the 
time the update is being made.

In many cases, I think the answer to the question is Yes, but I can see why you 
wouldn't want to change the call number label for all six copies if the intent 
was just to update the label for one.

Kathy

On 07/23/2015 04:22 PM, Jason Etheridge wrote:
 Should we expect for all copies on a volume to inherit a call number
 tweak if just a single copy was being edited as the entry point?  An
 answer of No went into the mindset that built the current behavior.


--
Kathy Lussier
Project Coordinator
Massachusetts Library Network Cooperative
(508) 343-0128tel:%28508%29%20343-0128
kluss...@masslnc.orgmailto:kluss...@masslnc.org
Twitter: http://www.twitter.com/kmlussier

Re: [OPEN-ILS-GENERAL] Problem with Edit Items / Volumes per Bib function?

[Walz, Jennifer]

Michelle,

Sorry.  That does not describe what we were trying to do, but it sounds to me 
as if the unified editor is a big boondoggle and you should never use it.

  We are not getting empty volumes left over – so I guess it does make a call 
number / item transfer, but then when you delete the now empty call number, it 
is leaving the record with a “deleted” flag on it somewhere.   When in actual 
fact, the item is still there!

  Crazy stuff.

  We have stopped using the unified editor and now have to figure out how to 
fiddle with all the records that got the mysterious “deleted” flag when they 
are actually NOT deleted.

  Thanks!

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

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Michele Morgan
Sent: Friday, July 24, 2015 4:35 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Problem with Edit Items / Volumes per Bib 
function?

Hi Jennifer,
I wonder if you are also running into a related bug:

https://bugs.launchpad.net/evergreen/+bug/1253732
From your original description, a new call number is being created, but your 
item isn't being transferred. If the Edit Items / Volumes per Bib is working 
the way it should, then the fact that a new Volume is being created should be 
invisible to the staff member making the edit.

You shouldn't be ending up with empty call numbers unless there's something 
else going on.
BTW, no one's confirmed this bug yet, so if it is what you're seeing, you can 
mark it as confirmed.
Hope this helps,
Michele

--
Michele M. Morgan, Technical Assistant
North of Boston Library Exchange, Danvers Massachusetts
mmor...@noblenet.orgmailto:mmor...@noblenet.org


On Thu, Jul 23, 2015 at 4:40 PM, Walz, Jennifer 
jlw...@asbury.edumailto:jlw...@asbury.edu wrote:
All -

 Here is where I don't understand the current construct and wouldn't it make 
more sense to have the call number and the barcode be at the item level for 
each record?

  Like this:

Title blah blah blah etc, author and owning library and so on.
  -   345.0998 B58a   1908987293
  -   345.0998 B58a   1908987294
  -   345.0998 B58a   1908987294

Why do the call numbers need to have their own level called volume?  What does 
it add to the mix?   In other words, what does this particular construct enable 
libraries to do specifically?

 If you had the call number at the same level of the barcode, you could STILL 
update either and not affect the owner or copy location (unless you wanted to). 
  Let's say an owning library had 5 copies of a title, but wanted to put them 
in five different locations - each with a different call number.   You could if 
you wanted, without creating and fiddling with volume level data.   Why can't 
that level just be eliminated altogether?

 Just saying.   I'm just not seeing the benefit of having the call number / 
volume level.   Seems to complicate matters unnecessarily.

 If anyone can give me ANY help to fix about 300 records that have gotten 
deleted and then mysteriously not, I would be most grateful!   Where is that 
pesky deleted indicator anyway??   I want to turn it off for these records. 
(my other pet peeve!   Items should be GONE from the system entirely and not in 
a phantom zone!)

Thanks!

Jennifer
--
Jennifer Walz, MLS - Head of Research  Distance Services
Kinlaw Library -  Asbury University
One Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269tel:859-858-3511%20ext.%202269
jlw...@asbury.edumailto:jlw...@asbury.edu


-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.orgmailto:open-ils-general-boun...@list.georgialibraries.org]
 On Behalf Of Kathy Lussier
Sent: Thursday, July 23, 2015 4:29 PM
To: 
open-ils-general@list.georgialibraries.orgmailto:open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] Problem with Edit Items / Volumes per Bib 
function?

Hi Jason,

Yes, I understand the mindset behind the current behavior. If I were to look at 
tackling this bug/wishlist request, I think I would look at adding a prompt 
that appears when the user is updating a volume from the unified editor if 
there are other copies attached to the volume that aren't being edited at the 
time the update is being made.

In many cases, I think the answer to the question is Yes, but I can see why you 
wouldn't want to change the call number label for all six copies if the intent 
was just to update the label for one.

Kathy

On 07/23/2015 04:22 PM, Jason Etheridge wrote:
 Should we expect for all copies on a volume to inherit a call number
 tweak if just a single copy was being edited as the entry point?  An
 answer of No went into the mindset that built the current behavior.


--
Kathy Lussier

Re: [OPEN-ILS-GENERAL] Problem with Edit Items / Volumes per Bib function?

[Walz, Jennifer]

All -

 Here is where I don't understand the current construct and wouldn't it make 
more sense to have the call number and the barcode be at the item level for 
each record?

  Like this:

Title blah blah blah etc, author and owning library and so on.
  -   345.0998 B58a   1908987293 
  -   345.0998 B58a   1908987294
  -   345.0998 B58a   1908987294
   
Why do the call numbers need to have their own level called volume?  What does 
it add to the mix?   In other words, what does this particular construct enable 
libraries to do specifically?   

 If you had the call number at the same level of the barcode, you could STILL 
update either and not affect the owner or copy location (unless you wanted to). 
  Let's say an owning library had 5 copies of a title, but wanted to put them 
in five different locations - each with a different call number.   You could if 
you wanted, without creating and fiddling with volume level data.   Why can't 
that level just be eliminated altogether?

 Just saying.   I'm just not seeing the benefit of having the call number / 
volume level.   Seems to complicate matters unnecessarily.

 If anyone can give me ANY help to fix about 300 records that have gotten 
deleted and then mysteriously not, I would be most grateful!   Where is that 
pesky deleted indicator anyway??   I want to turn it off for these records. 
(my other pet peeve!   Items should be GONE from the system entirely and not in 
a phantom zone!)

Thanks!   

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


-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Kathy 
Lussier
Sent: Thursday, July 23, 2015 4:29 PM
To: open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] Problem with Edit Items / Volumes per Bib 
function?

Hi Jason,

Yes, I understand the mindset behind the current behavior. If I were to look at 
tackling this bug/wishlist request, I think I would look at adding a prompt 
that appears when the user is updating a volume from the unified editor if 
there are other copies attached to the volume that aren't being edited at the 
time the update is being made.

In many cases, I think the answer to the question is Yes, but I can see why you 
wouldn't want to change the call number label for all six copies if the intent 
was just to update the label for one.

Kathy

On 07/23/2015 04:22 PM, Jason Etheridge wrote:
 Should we expect for all copies on a volume to inherit a call number 
 tweak if just a single copy was being edited as the entry point?  An 
 answer of No went into the mindset that built the current behavior.


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

[OPEN-ILS-GENERAL] Problem with Edit Items / Volumes per Bib function?

[Walz, Jennifer]

All -

  We are experiencing what we think is a bug, but maybe we are just 
mis-understanding something.

  When we edit an item with the edit items / Volumes per bib function, it 
ADDS a second, empty call number record.  (We can see it via the Holdings 
Maintenance screen).  All we want to do is to CHANGE a call number on a 
record.  We DON'T want to create a second call number record with no items 
attached.   It would be nice to also change the copy location at the same time 
(what is this combo function for, if not that??).But all we get is a second 
empty record.  Not an actual update of the current items / volumes.

  What is going on here?   Is this a bug or something?   Why is this occurring? 
  Is something wrong with this combo edit function?

  However, when we edit the item with the Edit Volume option only, it does 
just what we expect - it changes only the call number and updates it.  It does 
not create a second record.Then we have to go into the Edit Item 
Attributes option to fix the copy location.   Now all is good.

  On top of that, since we have discovered this problem, we have been DELETING 
volumes and REPLACING them with the same barcode from the original, in 
holdings maintenance.So, now the system thinks we have deleted that 
volume / copy.   When I run a report, it has marked those as deleted with the 
indicator, but they are ACUTALLY STILL THERE!   Oh now what?  How do I remove 
the deleted indicator from those records?They are not actually deleted!!

Please tell me how to fix all of this!   It is a nightmare.   All we are trying 
to do is to move our Juvenile items from one copy location to another and 
change all the call numbers.  What gives!?

  Thanks!

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

Re: [OPEN-ILS-GENERAL] what data do I pull from for a circ by subject report

[Walz, Jennifer]

All –

Ok.   So what is the difference between Aged and Active?   And why are not all 
circs just circs?   If the item ever went out, isn’t it counted as having 
circulated?

Any further advice on this report is welcome.  I have not really started 
working with it yet except to look at what Rogan suggested.

  My source was “Circulation” from the drop down list of Sources.
 My base filters were:Check out Date / Time (selecting between 
year+month)  and Org ID
Still not sure how to select call number range, but was going with  
Item – Call # / Vol – Call# label and choosing “between”

  My displayed fields so far are:  Circ Library, Circ count, and Call number 
Label.

I would really like to get the call number “group” rather than exact call 
numbers.   Anyone have any ideas about that?   In other words, if an item has a 
call number of 365.4988 F45c  it would fall in the 300’s group.   My idea 
is to use the “between” transform and run a report for each call number 100’s 
range.   If there are other options, I’d like to know.   It would be great to 
get an aggregate TOTAL of all items that circulated within the 300’s for the 
current date range (i.e. year).

  Thanks!

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

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Beth 
Willis
Sent: Monday, July 20, 2015 2:19 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] what data do I pull from for a circ by subject 
report

I haven't created this report template, but I think that Rogan's suggestion is 
correct.  One thing to keep in mind is that there are a few different 
circulations sources.  If you would like to include aged circulations, you 
should choose the Combined Aged and Active Circulations source.

beth

On Tue, Jul 14, 2015 at 4:01 PM, Rogan Hamby 
rogan.ha...@yclibrary.netmailto:rogan.ha...@yclibrary.net wrote:
Renewals are circs so that shouldn't be an issue.

If I'm understanding what you're looking for correctly you're going to want to 
connect from the circulation data source to the copy and from there to the call 
number and the call number label will have your dewey call numbers.
I don't think you'll need to pull from the MARC for this.


On Tue, Jul 14, 2015 at 3:58 PM, Walz, Jennifer 
jlw...@asbury.edumailto:jlw...@asbury.edu wrote:
All –

  I need help from the Evergreen Wisdom.

   My boss wants “count circs by subject -- in our case, Dewey class.”I am 
pretty good so far at working with the templates and even creating a completely 
new report.  Problem is, I am not sure what data source to pull from.And 
will I have to be selecting something from the marc fields?   I am pretty dumb 
on that part.Anyone already done something like this that could give me a 
few pointers in the right direction?

(I figure other parameters are going to be by date and by library.   Are 
renewals counted as circs?)

Thanks!

Jennifer
--
Jennifer Walz, MLS - Head of ILS data reporting
Kinlaw Library -  Asbury University
One Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269tel:859-858-3511%20ext.%202269
jlw...@asbury.edumailto:jlw...@asbury.edu




--

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

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



--
Beth Willis
Digital  Catalog Librarian
NOBLE, Inc.
26 Cherry Hill Drive
Danvers, MA 01923

Re: [OPEN-ILS-GENERAL] Hours of library open / close

[Walz, Jennifer]

All -

 Thanks for the insights on this.   I figured this was the case.I have no 
programing skills and don't know people who do for Evergreen.

 How do I submit the bug / feature / wish list thing? Maybe some kind 
person would do that for me on behalf of others who would like the same 
features?

Thanks!

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

-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Ben 
Shum
Sent: Monday, July 13, 2015 7:20 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Hours of library open / close

Hi Jennifer,

I've often wondered about this myself since some of our libraries also have 
periodic shifts to summer hours, or even renovation hours of service as 
they go through lifecycles.  So yes, it seems like your idea might prove to be 
a helpful one to even public libraries, not just academic libraries.

I can't commit to anything new at this time, but maybe you or others might find 
this to be a worthy contender for feature development in future Evergreen 
releases.  Certainly sounds like a good wishlist idea anyways.

-- Ben

On Mon, Jul 13, 2015 at 4:51 PM, Walz, Jennifer jlw...@asbury.edu wrote:
 All –



   We are an academic library and the library hours change from “during 
 the semester” to “summer” to “holiday” hours.



   Is there any way to have several Org unit calendars where we can switch
 easily between these things? Our general open / close times are during
 the semester and that does cover most of the year, but the other set 
 times it would be nice to have a block calendar change for the whole org unit.



 Any ideas?  Thoughts?



 Thanks!



 Jennifer

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





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

[OPEN-ILS-GENERAL] what data do I pull from for a circ by subject report

[Walz, Jennifer]

All -

  I need help from the Evergreen Wisdom.

   My boss wants count circs by subject -- in our case, Dewey class.I am 
pretty good so far at working with the templates and even creating a completely 
new report.  Problem is, I am not sure what data source to pull from.And 
will I have to be selecting something from the marc fields?   I am pretty dumb 
on that part.Anyone already done something like this that could give me a 
few pointers in the right direction?

(I figure other parameters are going to be by date and by library.   Are 
renewals counted as circs?)

Thanks!

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

[OPEN-ILS-GENERAL] Hours of library open / close

[Walz, Jennifer]

All -

  We are an academic library and the library hours change from during the 
semester to summer to holiday hours.

  Is there any way to have several Org unit calendars where we can switch 
easily between these things? Our general open / close times are during the 
semester and that does cover most of the year, but the other set times it would 
be nice to have a block calendar change for the whole org unit.

Any ideas?  Thoughts?

Thanks!

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

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

[Walz, Jennifer]

All -

Ok, while I'm on this kick...

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

Thanks!

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

[OPEN-ILS-GENERAL] Patron change email in My Account? how to dis-allow?

[Walz, Jennifer]

All -

I am just not remembering if this is an option and I have completely forgotten 
where to fix this.

How do I NOT allow patrons to change their email address in the OPAC  My 
Account??   We do not want our students to change their email addresses from 
what we have entered into their patron record.Is this something we can set 
so that they cannot have the option to change this in the OPAC?

Thanks!

Jennifer

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

[OPEN-ILS-GENERAL] Patron guides to the OPAC

[Walz, Jennifer]

All -

 Before I try searching the vast web and coming up empty, I was wondering if 
anyone has created OPAC user guides for  Evergreen for your location?   It 
would be great to look at some examples before I plunge into creating my own 
from scratch. We have one for our former online catalog if you want to see 
what I am talking about:  
https://drive.google.com/file/d/0By-INd8BEwy-S010d3I5Zl9wTU0/view?usp=sharing  

  I'd be grateful if there were others to look at. Anyone have specific 
guides for the my account feature?   

Thanks so much!

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

Re: [OPEN-ILS-GENERAL] Patron guides to the OPAC

[Walz, Jennifer]

Thank you!   

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


-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of James 
Keenan
Sent: Friday, June 26, 2015 12:55 PM
To: 'Evergreen Discussion Group'
Subject: Re: [OPEN-ILS-GENERAL] Patron guides to the OPAC

Hi Jennifer,

We've made quite a few patron help documents. You can see them here: 
http://www.cwmars.org/content/using-online-catalog

Here's a list of everything currently available on http://www.cwmars.org .

Searching the Online Catalog
The Online Catalog: The Basic Search Screen
The Online Catalog: Basic Search Tips
Basic Search Tips cheat sheet (PDF - Right Click to Save)
All About Basic Search in the Catalog (PDF - Right Click to Save)
What do I do if there are no results for my search?
What does sort by relevance mean?
Troubleshooting the Stay logged in feature of the catalog

Browsing the Online Catalog
How to Browse the Catalog
 
Holds
How to Place Holds
Suspending, Activating, and Cancelling Holds
Advanced Hold Options
Group Formats and Editions

Renewing Materials
Renewing Materials through the online catalog
 
Your Online Account
How do I get an Online Account?
Logging in to Your Account
Forgot your password?
The My Account page
Account Preferences -- Personal Information
Account Preferences -- Notification Preferences
Account Preferences -- Search  History
My Account (PDF document - Right Click to Save)
What if I can't get into My Account?
Why Don't I Get Email Notices?

The My Lists Page
The My Lists Page
Creating a List
Seeing Your List in the Catalog
Setting a Default List
Adding to an Existing List
The Temporary List
Moving Items from a Temporary List
Actions for Items on Your Lists
Sorting Items on Your Lists
Adding a Note to a List Item
Deleting an item from a list
Deleting a List
Downloading a CSV file
Sharing Your List

SMS Messaging
Sending yourself a text message from the online catalog

Jim

Jim Keenan
Library Applications Supervisor
jkee...@cwmars.org
508-755-3323 x23
 
C/W MARS
67 Millbrook St., Suite 201
Worcester, MA 01606

   Save a tree! Please don't print this e-mail unless it's really necessary.
Currently reading Becoming Queen Victoria  by Kate Williams.


-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Walz, 
Jennifer
Sent: Friday, June 26, 2015 11:37 AM
To: Evergreen Discussion Group
Subject: [OPEN-ILS-GENERAL] Patron guides to the OPAC

All -

 Before I try searching the vast web and coming up empty, I was wondering if 
anyone has created OPAC user guides for  Evergreen for your location?   It 
would be great to look at some examples before I plunge into creating my own 
from scratch. We have one for our former online catalog if you want to see 
what I am talking about:  
https://drive.google.com/file/d/0By-INd8BEwy-S010d3I5Zl9wTU0/view?usp=sharing  

  I'd be grateful if there were others to look at. Anyone have specific 
guides for the my account feature?   

Thanks so much!

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

Re: [OPEN-ILS-GENERAL] SQL Library

[Walz, Jennifer]

+1   

  I second that.   Post it all!   Everything is fodder for a new idea - or 
copying an old one.  :-)

  Thanks!

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


-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Galen 
Charlton
Sent: Friday, June 12, 2015 10:46 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] SQL Library

Hi,

On Fri, Jun 12, 2015 at 10:39 AM, Rogan Hamby rogan.ha...@yclibrary.net wrote:
 I always meant to post some reports on it but I've never had a sense 
 of what may be useful to people.

From general experience with the Koha SQL and jQuery libraries, I suggest not 
sweating it: if it's useful to you and isn't *completely* dependent on things 
like local statistical categories, it may be useful to somebody else -- as a 
source of inspiration, if nothing else.

Regards,

Galen
--
Galen Charlton
Infrastructure and Added Services Manager 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

[OPEN-ILS-GENERAL] Fine notices

[Walz, Jennifer]

All –

  Is there such a thing as a fine notice in Evergreen?   Does anyone do this?  
How does this happen?   When the patron goes over the max fine threshold, does 
a notice automatically generate?   If not, how do I set that up?   I would like 
to set up a billing notice for BEFORE they reach the threshold.   How do I set 
that up?   I am not seeing triggers or hooks or validators which make any sense.

Any help is appreciated.

Thanks!

Jennifer
--
Jennifer Walz, MLS – ILS fithly lucre monger
Kinlaw Library
Asbury University
1 Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269
jlw...@asbury.edu

[OPEN-ILS-GENERAL] Fine notice language

[Walz, Jennifer]

All –

Maybe this is for the academic libraries out there, I am not sure.

  But I need help with setting up the “trigger event definition” for sending 
out emails for fines / bills.   I don’t have any examples to draw from and I am 
not certain how to set them up. If someone has a good example that is 
working for you, can you please share?   We would like to set up notifications 
for every other day to send a notice to students until the bill is paid or 
moves into a different category (up to two weeks).Can that be done?

  Thanks!

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

Re: [OPEN-ILS-GENERAL] Evergreen 2016 Conference - Site Selection

[Walz, Jennifer]

All –

  I will just make a suggestion for someplace in the middle of the country.   
Maybe Nashville or Memphis or St.  Louis?

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



From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Amy 
Terlaga
Sent: Wednesday, March 04, 2015 9:39 AM
To: Evergreen Discussion Group
Subject: [OPEN-ILS-GENERAL] Evergreen 2016 Conference - Site Selection


BOSTON IN 2014

HOOD RIVER IN 2015

[INSERT YOUR TOWN HERE] IN 2016!



The site selection committee for the 2016 Evergreen International Conference is 
now accepting proposals from interested candidates. We will be evaluating sites 
based on the criteria found on this page:

http://evergreen-ils.org/dokuwiki/doku.php?id=eg09:conference_nominations


Consider applying - it's a great opportunity to give back to the community!


Do you have questions about hosting the Evergreen conference before you submit 
a proposal?

Members of the site selection committee are ready to answer them!

Please call or email Amy Terlaga or Chris Sharp.

Amy Terlaga

2014 Host
Director of User Services, Bibliomation

(203)577-4070 x101tel:%28203%29577-4070%20x101

terl...@biblio.orgmailto:terl...@biblio.org



Chris Sharp, Georgia PINES

2009 and 2011 Host

PINES System Administrator

(404) 235-7147tel:%28404%29%20235-7147

csh...@georgialibraries.orgmailto:csh...@georgialibraries.org

To be considered, please email your proposals to
eg-si...@list.evergreen-ils.orgmailto:eg-si...@list.evergreen-ils.org by 5:00 
p.m. EDT on April 10, 2015.
+=+=+=+=+=+=+=+=+=+=+=+=+=+=+=+
Amy Terlaga
Director of User Services
Bibliomation, Inc.
24 Wooster Avenue
Waterbury, CT  06708
terl...@biblio.orgmailto:terl...@biblio.org

[OPEN-ILS-GENERAL] Due date conundrum - time due is weird

[Walz, Jennifer]

All –

  I have a conundrum with our due date / times.   When we currently check out 
an item to a student, it give them the normal three week due DATE, but adds a 
time which is 7:59pm.Where is it getting the time from??   We are open 
until 11:59 each day of the week (m-f) and a due TIME of 7:59 is really odd.  I 
have checked our Org hours and they are set correctly for our branch.   Our due 
dates are set for the circ rules for 21 days.   WHERE is it getting the TIME 
from??

  If someone can enlighten me about some setting that I have missed, I would be 
very grateful.  Currently when students turn in an item on the day it was due 
but AFTER the time it was due, they are charged a fine.   We would like to fix 
that!

Thanks!

Jennifer

--
Jennifer Walz, MLS – ILS befuddled
Kinlaw Library
Asbury University
1 Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269
jlw...@asbury.edu

Re: [OPEN-ILS-GENERAL] Due date conundrum - time due is weird

[Walz, Jennifer]

Mike,

Oy!   That sounds crazy.  But I will check on that…

Thanks!

Jennifer

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Mike 
Rylander
Sent: Thursday, February 26, 2015 4:39 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Due date conundrum - time due is weird

Jennifer,

Evergreen pushes the due time to 11:59pm on transactions that have day-granular 
circ durations.  So, it sounds like you've got a timezone mismatch somewhere.  
Likely, your database server (or the database iteself), or the app server if 
separate, thinks it lives in UTC instead your correct timezone.

HTH,


--
Mike Rylander
 | President
 | Equinox Software, Inc. / The Open Source Experts
 | phone:  1-877-OPEN-ILS (673-6457)
 | email:  mi...@esilibrary.commailto:mi...@esilibrary.com
 | web:  http://www.esilibrary.com


On Thu, Feb 26, 2015 at 4:05 PM, Walz, Jennifer 
jlw...@asbury.edumailto:jlw...@asbury.edu wrote:
All –

  I have a conundrum with our due date / times.   When we currently check out 
an item to a student, it give them the normal three week due DATE, but adds a 
time which is 7:59pm.Where is it getting the time from??   We are open 
until 11:59 each day of the week (m-f) and a due TIME of 7:59 is really odd.  I 
have checked our Org hours and they are set correctly for our branch.   Our due 
dates are set for the circ rules for 21 days.   WHERE is it getting the TIME 
from??

  If someone can enlighten me about some setting that I have missed, I would be 
very grateful.  Currently when students turn in an item on the day it was due 
but AFTER the time it was due, they are charged a fine.   We would like to fix 
that!

Thanks!
Jennifer

--
Jennifer Walz, MLS – ILS befuddled
Kinlaw Library
Asbury University
1 Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269tel:859-858-3511%20ext.%202269
jlw...@asbury.edumailto:jlw...@asbury.edu

Re: [OPEN-ILS-GENERAL] Electronic title - search filter

[Walz, Jennifer]

Don – All,

Why not search by Circ Modifier?   Or copy location?Wouldn’t that be 
better?   Just curious.  Especially if you have items attached to the MARC with 
unique copy locations and circ modifiers already in place.

Jennifer
--
Jennifer Walz, MLS – Dazed and Confused
Kinlaw Library -  Asbury University
One Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269
jlw...@asbury.edu

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Kathy 
Lussier
Sent: Thursday, February 12, 2015 3:50 PM
To: open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] Electronic title - search filter

Hi Don,

It comes from the MARC fixed field - form of item. If you're in the MARC editor 
on a recent version of Evergreen (2.6+), if you right-click on the text-entry 
box for form in the fixed field editor, you should have a list of forms to 
choose from. However, if you're on an older version, you need to manually enter 
the code. The LOC documentation should have them.

I hope this helps!
Kathy
On 02/12/2015 03:29 PM, Donald Butterworth wrote:
All,
Simply adding an 856 tag to a MARC record does not make it possible to do a 
search for the described electronic resource using the Advanced Search Filter, 
Item Form: Electronic. What hook can be added to the bib record so that the 
Search Filter can be used?
Thanks,
Don

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



--

Kathy Lussier

Project Coordinator

Massachusetts Library Network Cooperative

(508) 343-0128

kluss...@masslnc.orgmailto:kluss...@masslnc.org

Twitter: http://www.twitter.com/kmlussier

Re: [OPEN-ILS-GENERAL] user passwords for accounts - default?

[Walz, Jennifer]

Kathy,

That is what I believe is happening now when you register a new user.   But 
that is a random number.   But the instructions on the web page say use your 
phone number.  That is incorrect.   And what I really want to know, is instead 
of generating a random number for each newly registered user, is there a way to 
auto populate the field with the SAME standard generic password.   That way, 
when we personally register a new student, we can tell them this is your 
generic password so they can then go on the system to change it themselves.
We would of course NOT post those instructions on the web site or opac. We 
also hope to be auto-loading our student records sometime soon.  So in that 
process, can we fill in the SAME starter password for each new user record when 
the system uploads all of their other data?Does the system automatically 
generate a random password whenever a new record is created? Can we have it 
copy their barcode over to that field?

Thanks!

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

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Kathy 
Lussier
Sent: Tuesday, February 03, 2015 5:14 PM
To: open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] user passwords for accounts - default?

Hi Jennifer,

Another possible approach is to use a randomly-generated password when creating 
the account and then instructing users to use the Create or reset your 
password link on the My Account page to reset their password on the first 
login. The advantage to this method is users can then create their own 
passwords, which is a bit more secure than using a phone number or another 
number that might be easily obtained.

Kathy
On 02/03/2015 11:17 AM, Walz, Jennifer wrote:
All -

   Ok.  I do appreciate that Evergreen has built in security measures.   They 
are very good.   However, I am unclear about how we can change some of those 
settings to better match our needs.

   It appears to me that the default for user accounts passwords is the last 4 
digits of the patron phone number.   But we don't enter a phone number most of 
the time.  We use email as the required field instead.   Phone number is not 
required on the patron registration form.   So, then how do patrons know what 
their password is in order to access their account through the opac interface?  
 Is there a way that we can set a default generic password to be populated 
into the patron registration form?   We had that on our previous system and we 
could then tell all students to use that and then change their password after 
they got into their account.How do we make this work in Evergreen?How 
do students get into their account if they don't know what the password is?

Secondary issue:   And I am assuming that somewhere in the templates we can 
change the language of the prompt for the opac webpage?  Right now it tells 
patrons to use the last 4 digits of their phone number - which is wrong 
information.Can someone tell me where that text is so I can change it?

Thanks!

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




--

Kathy Lussier

Project Coordinator

Massachusetts Library Network Cooperative

(508) 343-0128

kluss...@masslnc.orgmailto:kluss...@masslnc.org

Twitter: http://www.twitter.com/kmlussier

Re: [OPEN-ILS-GENERAL] user passwords for accounts - default?

[Walz, Jennifer]

Martha,

 That is very helpful!   Thank you.   I think maybe we will see if we can just 
load the duplicate of their barcode from their student id.  

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

-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Martha 
Driscoll
Sent: Wednesday, February 04, 2015 5:28 PM
To: open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] user passwords for accounts - default?

Hi Jennifer,
When you load your student records, you can certainly load in anything you want 
into the password field.  It is usually helpful to load in something that is 
unique to the student like their birth date or university ID.  You could load 
in the same password for everyone, but that would lead to students knowing how 
to access other students accounts.

If you register patrons by hand, then you can change the random password to 
something else.  It's a few extra keystrokes, but will get you by until records 
are loaded for you.

When we migrated our data, we loaded the same password into each record. 
  It was a random string of 25 characters and we never told anyone what the 
password was.  As long as the patron has a valid email address in their 
Evergreen record, then they can reset their password from the login screen.  
People who did not have an email address just had to ask the circulation staff 
to reset the password for them.

For public libraries who don't load patron records, we had business cards 
printed up with 4-digit numbers on them.  When registering a patron, libraries 
input the number on the next card and hand the card to the patron.  That way 
they don't have to say out loud what the password is.  The patron can then go 
change it to something else.

--
Martha Driscoll
Systems Manager
North of Boston Library Exchange
Danvers, Massachusetts
www.noblenet.org

On 2/4/2015 4:00 PM, Walz, Jennifer wrote:
 Kathy,

 That is what I believe is happening now when you register a new user.
But that is a random number.   But the instructions on the web page
 say use your phone number.  That is incorrect.   And what I really want
 to know, is instead of generating a random number for each newly 
 registered user, is there a way to auto populate the field with the SAME
 standard generic password.   That way, when we personally register a new
 student, we can tell them this is your generic password so they can
 then go on the system to change it themselves.We would of course NOT
 post those instructions on the web site or opac. We also hope to be
 auto-loading our student records sometime soon.  So in that process, 
 can we fill in the SAME starter password for each new user record when the
 system uploads all of their other data?Does the system automatically
 generate a random password whenever a new record is created? Can we
 have it copy their barcode over to that field?

 Thanks!

 Jennifer

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

 *From:*Open-ils-general
 [mailto:open-ils-general-boun...@list.georgialibraries.org] *On Behalf 
 Of *Kathy Lussier
 *Sent:* Tuesday, February 03, 2015 5:14 PM
 *To:* open-ils-general@list.georgialibraries.org
 *Subject:* Re: [OPEN-ILS-GENERAL] user passwords for accounts - default?

 Hi Jennifer,

 Another possible approach is to use a randomly-generated password when 
 creating the account and then instructing users to use the Create or 
 reset your password link on the My Account page to reset their 
 password on the first login. The advantage to this method is users can 
 then create their own passwords, which is a bit more secure than using 
 a phone number or another number that might be easily obtained.

 Kathy

 On 02/03/2015 11:17 AM, Walz, Jennifer wrote:

 All -

 Ok.  I do appreciate that Evergreen has built in security
 measures.   They are very good.   However, I am unclear about how we
 can change some of those settings to better match our needs.

 It appears to me that the default for user accounts passwords is
 the last 4 digits of the patron phone number.   But we don't enter a
 phone number most of the time.  We use email as the required field
 instead.   Phone number is not required on the patron registration
 form.   So, then how do patrons know what their password is in order
 to access their account through the opac interface?   Is there a
 way that we can set a default generic password to be populated into
 the patron registration form?   We had that on our previous system
 and we could then tell all students to use

[OPEN-ILS-GENERAL] user passwords for accounts - default?

[Walz, Jennifer]

All -

   Ok.  I do appreciate that Evergreen has built in security measures.   They 
are very good.   However, I am unclear about how we can change some of those 
settings to better match our needs.

   It appears to me that the default for user accounts passwords is the last 4 
digits of the patron phone number.   But we don't enter a phone number most of 
the time.  We use email as the required field instead.   Phone number is not 
required on the patron registration form.   So, then how do patrons know what 
their password is in order to access their account through the opac interface?  
 Is there a way that we can set a default generic password to be populated 
into the patron registration form?   We had that on our previous system and we 
could then tell all students to use that and then change their password after 
they got into their account.How do we make this work in Evergreen?How 
do students get into their account if they don't know what the password is?

Secondary issue:   And I am assuming that somewhere in the templates we can 
change the language of the prompt for the opac webpage?  Right now it tells 
patrons to use the last 4 digits of their phone number - which is wrong 
information.Can someone tell me where that text is so I can change it?

Thanks!

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

[OPEN-ILS-GENERAL] Search URL's for evergreen opac

[Walz, Jennifer]

All -

   I had asked previously for help with a search form / widget for our web 
page.  THANK YOU for the guidance.

  Now we need to link our OCLC / Firstsearch interface.  They ask for search 
strings.   Is there a standard format for query strings?
ISBN Search Results URL:   Enter the URL for the screen that displays the 
results of an ISBN search of your catalog.

OCLC will do a search via the FirstSearch interface by ISBN, ISSN, and OCLC 
number.   What are the search strings for Evergreen that will make that work?   
Our root URL is this:  http://evergreen.asbury.edu/eg/opac/home/AU

Thanks!

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

Re: [OPEN-ILS-GENERAL] Results list of the Call Number (Shelf Browse) list

[Walz, Jennifer]

All –

Beautiful!   Both of those look really like what I think most people 
(catalogers and regular patrons) would find useful.   Do you have a Dewey 
example?  Just to add some more icing on that cake.

  +1 for that.

  Thanks!

Jennifer

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



From: open-ils-general-boun...@list.georgialibraries.org 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Mike 
Rylander
Sent: Wednesday, January 21, 2015 9:35 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Results list of the Call Number (Shelf 
Browse) list

Thanks, Elaine.

Based on that, it seems that (with appropriate styling and integration) the 
backend behind the old slimpac call number browse does, indeed, fill the need 
and pretty well matches your definition of a shelf list.  Here are a couple 
example URLs:

non-repeating area of call numbers
http://webby.evergreencatalog.com/opac/extras/browse/html/call_number/-/PZ6

area with repeating values
http://webby.evergreencatalog.com/opac/extras/browse/html/call_number/-/FIC

Of course, as a simple demo site, the cataloging and normalization of call 
numbers is not what a cataloger would provide.  Note: the Display Fields work 
that is pending inclusion would allow improved sorting of repeated call number 
rows.


--
Mike Rylander
 | President
 | Equinox Software, Inc. / The Open Source Experts
 | phone:  1-877-OPEN-ILS (673-6457)
 | email:  mi...@esilibrary.commailto:mi...@esilibrary.com
 | web:  http://www.esilibrary.com


On Tue, Jan 20, 2015 at 2:30 PM, Hardy, Elaine 
eha...@georgialibraries.orgmailto:eha...@georgialibraries.org wrote:
Found a few images of the different ILS’s shelflisting functionality ---

http://www.lsuc.on.ca/For-Lawyers/Manage-Your-Practice/Research/Cataloguing-Request-Manual-for-County---District-Law-Libraries/#shelflists

http://tualatints.pbworks.com/w/page/9224546/Assigning%20Dewey (scroll down to 
image from Polaris)

http://www.tulane.edu/~techserv/shelflist.html (again, scroll down for images. 
This is Tulane’s instructions for shelflisting, if you want an idea of what 
many academic catalogers have to do to assign a call number)

https://staff.lib.ncsu.edu/confluence/display/MNC/Institute+of+Textile+Technology+%28ITT%29+Thesis
 (scroll down to section Shelflisting the Cataloging Calculator Author Cutter 
and click on images)

A real shelflist would display call number, title, author, publisher, edition, 
and pub date in a format that indicates where the call number you wish to 
assign  falls within the list of titles on the shelf (shelflisting from a 
cataloging perspective). The cataloger can then easily scan the surrounding 
titles to make sure the call number is correct, isn’t duplicated, and follows 
shelflisting local practice. From this standpoint, the shelf list in Evergreen 
isn’t real – it doesn’t provide a cataloger with enough information to properly 
assign a call number. Since many public libraries don’t have the complex 
shelflisting rules that academics have, and we don’t care if we use the same 
call number over and over and over again, the lack of real shelflisting 
functionality in Evergreen wasn’t an issue until more academic libraries came 
on board. Having good shelflisting capability will allow Evergreen to continue 
to appeal to a broad spectrum of libraries.

Elaine

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

404.235.7128tel:404.235.7128
404.235.7201tel:404.235.7201, fax
eha...@georgialibraries.orgmailto:eha...@georgialibraries.org
www.georgialibraries.orghttp://www.georgialibraries.org
www.georgialibraries.org/pineshttp://www.georgialibraries.org/pines

From: 
open-ils-general-boun...@list.georgialibraries.orgmailto:open-ils-general-boun...@list.georgialibraries.org
 
[mailto:open-ils-general-boun...@list.georgialibraries.orgmailto:open-ils-general-boun...@list.georgialibraries.org]
 On Behalf Of Rogan Hamby
Sent: Tuesday, January 20, 2015 1:28 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Results list of the Call Number (Shelf 
Browse) list

Can you define what constitutes real in this feature set?

On Tue, Jan 20, 2015 at 12:10 PM, 
gislaine.hame...@statcan.gc.camailto:gislaine.hame...@statcan.gc.ca wrote:
I too would like to see a real shelf list in Evergreen.


Gislaine Hamelin
Intergrated Library Systems Coordinator | Coordonnatrice du système integrée de 
la bibliotheque
Library Services | Services bibliothèque
R.H. Coats Building | Immeuble R.-H.-Coats / Floor | Étage 2 Q
Statistics Canada | 100 Tunney's Pasture Driveway, Ottawa ON K1A 0T6
Statistique Canada | 100, promenade Tunney's Pasture, Ottawa ON K1A 0T6
gislaine.hame...@statcan.gc.camailto:gislaine.hame...@statcan.gc.ca
Telephone | 

Re: [OPEN-ILS-GENERAL] Real mystery - is it a bug?

[Walz, Jennifer]

Kathy,

Yes.  That is the kind of action that I would expect.   And yet...  We have 
items in the reshelving status that do not have a checkin date.   Weird.   I 
just can't figure how that happened.

Thanks!

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

From: open-ils-general-boun...@list.georgialibraries.org 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Kathy 
Lussier
Sent: Wednesday, January 21, 2015 4:19 PM
To: open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] Real mystery - is it a bug?

Hi Jennifer,

It looks like everyone else has covered your question regarding deleted items. 
To answer your other question:


To top it off, I am still wondering how items get into the reshelving status?   
 Is the ONLY trigger the checkin function?

As far as I know, the only way items will go into reshelving is if you check 
then in, if you manually change the status in the copy editor, or if you update 
the status in the database. The checkin will change the status to reshelving 
even if the item was not checked out to a patron. For example, if the item was 
listed as available, it will change to reshelving if you scan it in the checkin 
interface.

Kathy
On 01/21/2015 03:55 PM, Walz, Jennifer wrote:
All -

Ok.  I have a real mystery for you.   We are still trying to figure out our 
reshelving status issue.   Some items have gotten that status and REFUSE to 
go out of that status with the script running on the server.

So.  I keep running the list items by status report to see what is still not 
changing.   And on that list are two items (with title and barcode) that ARE 
NOT IN THE SYSTEM!   What?I can't bring up the item by title or by barcode. 
 It is not in the system.  As a matter of fact we deleted those items and marc 
records just two days ago.  So, why do those two still show up when I run the 
report??   That is so weird.

  To top it off, I am still wondering how items get into the reshelving status? 
   Is the ONLY trigger the checkin function?   Or do other actions trigger that 
status?   I think we are getting some real mystery items into that status and 
then they refuse to leave.  When I look up the items to see more 
information, there is no check in date.  How can that be?

   Put on your thinking caps.  This one is a real stinker.   At least it is to 
me.

Thanks!

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




--

Kathy Lussier

Project Coordinator

Massachusetts Library Network Cooperative

(508) 343-0128

kluss...@masslnc.orgmailto:kluss...@masslnc.org

Twitter: http://www.twitter.com/kmlussier

Re: [OPEN-ILS-GENERAL] Real mystery - is it a bug?

[Walz, Jennifer]

All -

Oh dear.   I did not know that.  THANK you for letting me know.  In future, I 
will be sure to check that box.   Our previous system gave items like that a 
D_ barcode so we would know what was going on. Would be really nice if 
those items had a status of deleted as well.  :)

Thanks!

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

From: open-ils-general-boun...@list.georgialibraries.org 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Holly 
Brennan
Sent: Wednesday, January 21, 2015 4:00 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Real mystery - is it a bug?

Things are never really deleted in Evergreen. Are you running the report with 
the Deleted checkbox marked appropriately?

From: 
open-ils-general-boun...@list.georgialibraries.orgmailto:open-ils-general-boun...@list.georgialibraries.org
 [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Walz, 
Jennifer
Sent: Wednesday, January 21, 2015 11:55 AM
To: 
open-ils-general@list.georgialibraries.orgmailto:open-ils-general@list.georgialibraries.org
Subject: [OPEN-ILS-GENERAL] Real mystery - is it a bug?

All -

Ok.  I have a real mystery for you.   We are still trying to figure out our 
reshelving status issue.   Some items have gotten that status and REFUSE to 
go out of that status with the script running on the server.

So.  I keep running the list items by status report to see what is still not 
changing.   And on that list are two items (with title and barcode) that ARE 
NOT IN THE SYSTEM!   What?I can't bring up the item by title or by barcode. 
 It is not in the system.  As a matter of fact we deleted those items and marc 
records just two days ago.  So, why do those two still show up when I run the 
report??   That is so weird.

  To top it off, I am still wondering how items get into the reshelving status? 
   Is the ONLY trigger the checkin function?   Or do other actions trigger that 
status?   I think we are getting some real mystery items into that status and 
then they refuse to leave.  When I look up the items to see more 
information, there is no check in date.  How can that be?

   Put on your thinking caps.  This one is a real stinker.   At least it is to 
me.

Thanks!

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

Re: [OPEN-ILS-GENERAL] Results list of the Call Number (Shelf Browse) list

[Walz, Jennifer]

All -

 If anyone wants to see how our previous ILS catalog did the call number 
browse:   

http://library.asbury.edu/uhtbin/cgisirsi/?ps=PMnTOlJylx/AC/270510061/61/78/X

  Is it possible to recreate something similar in Evergreen?   And make it 
better of course!

And for other examples:  
http://catalog.lib.ncsu.edu/browse?callNumber=ps+32format=listcallNumberSearch=true
  
   Here is a collection of eight of them:  
http://musingsaboutlibrarianship.blogspot.com/2013/06/a-survey-of-library-virtual-shelves-8.html#.VLlvtsm8-Xg

 And here is one that I am completely fascinated with and would love to 
replicate somehow:  
https://lucas.liberty.edu/vwebv/holdingsInfo?bibId=159387searchId=1026recPointer=7recCount=10
I realize that they are probably using the virtual shelf representation 
from Library Thing.  That is not what is cool.   Scroll to the very bottom of 
the screen and there is a little link for an image of the actual book location 
on a map.   The blue highlighted region / shelf on the map is where the book 
is.   Nice.  

 Surely we can do this!   The shelf browse at least. But let's start with a 
simple call number list first.  :-)   

Thanks!

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



-Original Message-
From: open-ils-general-boun...@list.georgialibraries.org 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Andrea 
Buntz Neiman
Sent: Friday, January 16, 2015 1:46 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Results list of the Call Number (Shelf 
Browse) list

+1 for list view, AND for Terran's widget idea!


Andrea Buntz Neiman, MLS
Librarian II, Public Services
Kent County Public Library
408 High Street
Chestertown, MD 21620
410-778-3636 x2115
www.kentcountylibrary.org

On 1/15/2015 10:45 AM, McCanna, Terran wrote:
 I like having multiple ways to look at the same info, so a list view would be 
 a great addition.

 What I'd REALLY like is a single-row horizontal widget that you can scroll 
 back and forth so it shows the books in question as if they were lined up on 
 an actual shelf.




 Terran McCanna
 PINES Program Manager
 Georgia Public Library Service
 1800 Century Place, Suite 150
 Atlanta, GA 30345
 404-235-7138
 tmcca...@georgialibraries.org

Re: [OPEN-ILS-GENERAL] Books on Reserve in Evergreen

[Walz, Jennifer]

All –

The other alternative is to do what we have done.   Just change the item / copy 
record to have a circulation modifier for 1 hour, 2 hour etc and make the 
coordinating changes in your circulation policies table.   We also changed each 
item to reside in a new location / collection called Reserves.   I have not 
been able to find a way to “associate” the items with a course or a professor, 
but you can certainly make notes on the item to that effect if you want.   We 
have never needed all that anyway.   We just want to be sure that the items 
circulate with the correct time frames.  So far we have it working to our 
satisfaction.

  One problem we have encountered is the due time will often run past our 
closing time.   Does the system not automatically shorten the due time when it 
conflicts with the open hours of the OU?? I’d like to know how to make that 
work.   And maybe flip the due date / time to the next day?

  Anyone have any other ideas / suggestions??  I’d be interested to know if 
there are other institutions actually having a reserve collection that are 
using Evergreen.

Thanks!

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

From: open-ils-general-boun...@list.georgialibraries.org 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Dan 
Scott
Sent: Tuesday, January 13, 2015 12:16 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Books on Reserve in Evergreen

On Tue, Jan 13, 2015 at 12:13 PM, Janice Huber 
janice.hu...@asburyseminary.edumailto:janice.hu...@asburyseminary.edu wrote:
Can anyone point me in the right direction to figure out how Evergreen handles 
books on Reserve?
Meaning books placed on a reserve shelf for a professor, for a particular 
class, for that term to circulate for up to two hours at a time.


Hi Janice:
You might want to start with 
https://coffeecode.net/archives/250-Current-state-of-academic-reserves-support-for-Evergreen.html
 - although it's a post from 2011, it's still reasonably accurate I think.

Dan