Re: [OPEN-ILS-GENERAL] Reminder: Student Success Working Group

2018-08-13 Thread Bianca Parisi
This is great Jane! Thanks very much. 

Bianca


-Original Message-
From: Open-ils-general  On 
Behalf Of Jane Sandberg
Sent: Friday, August 10, 2018 2:09 PM
To: Evergreen Discussion Group 
Subject: Re: [OPEN-ILS-GENERAL] Reminder: Student Success Working Group

Hi all,

Two notes related to this discussion:

1) I filed a bug in launchpad to represent the desire for a standardized 
support script for patron loading and updating:
https://bugs.launchpad.net/evergreen/+bug/1786524
2) Based on Martha Driscoll's scripts, I made some modifications to the example 
script in the documentation to allow for updating existing patron records.  The 
updated script should appear here next time the docs are regenerated (within 24 
hours):
http://docs.evergreen-ils.org/3.1/_creating_an_sql_script_for_importing_patrons.html

Looking forward to further discussion of this desired functionality.

   -Jane

On Wed, Jun 27, 2018 at 6:31 AM, Rogan Hamby  
wrote:
> That's certainly possible.  I do think the overlaying is something 
> that needs to be considered as a factor in both scenarios though.  In 
> a perfect world things like YAOUS for things like updated expiration 
> dates as well for refreshed accounts.
>
>
>
>
> On Tue, Jun 26, 2018 at 10:31 AM Jane Sandberg 
> 
> wrote:
>>
>> On Tue, Jun 26, 2018 at 6:41 AM, Jason Stephenson  wrote:
>> > What would be better than all of these useful scripts floating 
>> > around would be if someone would fund development for batch patron 
>> > loading in the client.
>>
>> I agree that a GUI batch loader would be very helpful.  However, 
>> several libraries need to batch load these patrons on a daily basis, 
>> since students may start programs at various times throughout the 
>> semester.  So the nightly cron job script approach is pretty 
>> important for these cases, and I think it would be nice if there were 
>> a more standard way in Evergreen to do that particular approach.
>>
>> I'm wondering if we might consider including a very general, flexible 
>> patron batch import/update script in the support-scripts directory.
>> Thoughts?
>>
>>
>> --
>> Jane Sandberg
>> Electronic Resources Librarian
>> Linn-Benton Community College
>> sand...@linnbenton.edu / 541-917-4655
>> Pronouns: she/her/hers



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


Re: [OPEN-ILS-GENERAL] Reminder: Student Success Working Group

2018-08-10 Thread Jane Sandberg
Hi all,

Two notes related to this discussion:

1) I filed a bug in launchpad to represent the desire for a
standardized support script for patron loading and updating:
https://bugs.launchpad.net/evergreen/+bug/1786524
2) Based on Martha Driscoll's scripts, I made some modifications to
the example script in the documentation to allow for updating existing
patron records.  The updated script should appear here next time the
docs are regenerated (within 24 hours):
http://docs.evergreen-ils.org/3.1/_creating_an_sql_script_for_importing_patrons.html

Looking forward to further discussion of this desired functionality.

   -Jane

On Wed, Jun 27, 2018 at 6:31 AM, Rogan Hamby
 wrote:
> That's certainly possible.  I do think the overlaying is something that
> needs to be considered as a factor in both scenarios though.  In a perfect
> world things like YAOUS for things like updated expiration dates as well for
> refreshed accounts.
>
>
>
>
> On Tue, Jun 26, 2018 at 10:31 AM Jane Sandberg 
> wrote:
>>
>> On Tue, Jun 26, 2018 at 6:41 AM, Jason Stephenson  wrote:
>> > What would be better than all of these useful scripts floating around
>> > would be if someone would fund development for batch patron loading in
>> > the client.
>>
>> I agree that a GUI batch loader would be very helpful.  However,
>> several libraries need to batch load these patrons on a daily basis,
>> since students may start programs at various times throughout the
>> semester.  So the nightly cron job script approach is pretty important
>> for these cases, and I think it would be nice if there were a more
>> standard way in Evergreen to do that particular approach.
>>
>> I'm wondering if we might consider including a very general, flexible
>> patron batch import/update script in the support-scripts directory.
>> Thoughts?
>>
>>
>> --
>> Jane Sandberg
>> Electronic Resources Librarian
>> Linn-Benton Community College
>> sand...@linnbenton.edu / 541-917-4655
>> Pronouns: she/her/hers



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


Re: [OPEN-ILS-GENERAL] Reminder: Student Success Working Group

2018-06-27 Thread Rogan Hamby
That's certainly possible.  I do think the overlaying is something that
needs to be considered as a factor in both scenarios though.  In a perfect
world things like YAOUS for things like updated expiration dates as well
for refreshed accounts.




On Tue, Jun 26, 2018 at 10:31 AM Jane Sandberg 
wrote:

> On Tue, Jun 26, 2018 at 6:41 AM, Jason Stephenson  wrote:
> > What would be better than all of these useful scripts floating around
> > would be if someone would fund development for batch patron loading in
> > the client.
>
> I agree that a GUI batch loader would be very helpful.  However,
> several libraries need to batch load these patrons on a daily basis,
> since students may start programs at various times throughout the
> semester.  So the nightly cron job script approach is pretty important
> for these cases, and I think it would be nice if there were a more
> standard way in Evergreen to do that particular approach.
>
> I'm wondering if we might consider including a very general, flexible
> patron batch import/update script in the support-scripts directory.
> Thoughts?
>
>
> --
> Jane Sandberg
> Electronic Resources Librarian
> Linn-Benton Community College
> sand...@linnbenton.edu / 541-917-4655
> Pronouns: she/her/hers
>


Re: [OPEN-ILS-GENERAL] Reminder: Student Success Working Group

2018-06-27 Thread Bianca Parisi
Jane-- Thanks for suggesting this. This is exactly what we would want at 
Niagara College.

Bianca



-Original Message-
From: Open-ils-general  On 
Behalf Of Jane Sandberg
Sent: Tuesday, June 26, 2018 10:31 AM
To: Evergreen Discussion Group 
Subject: Re: [OPEN-ILS-GENERAL] Reminder: Student Success Working Group

On Tue, Jun 26, 2018 at 6:41 AM, Jason Stephenson  wrote:
> What would be better than all of these useful scripts floating around 
> would be if someone would fund development for batch patron loading in 
> the client.

I agree that a GUI batch loader would be very helpful.  However, several 
libraries need to batch load these patrons on a daily basis, since students may 
start programs at various times throughout the semester.  So the nightly cron 
job script approach is pretty important for these cases, and I think it would 
be nice if there were a more standard way in Evergreen to do that particular 
approach.

I'm wondering if we might consider including a very general, flexible patron 
batch import/update script in the support-scripts directory.
Thoughts?


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


Re: [OPEN-ILS-GENERAL] Reminder: Student Success Working Group

2018-06-26 Thread Jane Sandberg
On Tue, Jun 26, 2018 at 6:41 AM, Jason Stephenson  wrote:
> What would be better than all of these useful scripts floating around
> would be if someone would fund development for batch patron loading in
> the client.

I agree that a GUI batch loader would be very helpful.  However,
several libraries need to batch load these patrons on a daily basis,
since students may start programs at various times throughout the
semester.  So the nightly cron job script approach is pretty important
for these cases, and I think it would be nice if there were a more
standard way in Evergreen to do that particular approach.

I'm wondering if we might consider including a very general, flexible
patron batch import/update script in the support-scripts directory.
Thoughts?


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


Re: [OPEN-ILS-GENERAL] Reminder: Student Success Working Group

2018-06-26 Thread Galen Charlton
Hi,

On Tue, Jun 26, 2018 at 9:41 AM Jason Stephenson  wrote:
> My understanding is that even if you use LDAP, you still need some kind
> of patron record in Evergreen.

I can confirm this. Koha's LDAP integration does have an option to
auto-create patron records, by the way; it might be useful to replicate
that in Evergreen.

Regards,

Galen
--
Galen Charlton
Implementation and Services Manager
Equinox Open Library Initiative
phone:  1-877-OPEN-ILS (673-6457)
email:  g...@equinoxinitiative.org
web:  https://equinoxInitiative.org
direct: +1 770-709-5581
cell:   +1 404-984-4366


Re: [OPEN-ILS-GENERAL] Reminder: Student Success Working Group

2018-06-26 Thread Jason Stephenson
Hi all,

What would be better than all of these useful scripts floating around
would be if someone would fund development for batch patron loading in
the client.

My understanding is that even if you use LDAP, you still need some kind
of patron record in Evergreen.

Just my 2 ducats.
Jason


Re: [OPEN-ILS-GENERAL] Reminder: Student Success Working Group

2018-06-26 Thread Martha Driscoll
Those scripts are great and I used them as a basis for my student loading
scripts.  What these scripts don't do, however, is provide for overlay of
existing records.  There are decisions to make when identifying an on-file
record that is a match for the incoming record.  There are also decisions
to make about what fields to replace with incoming data and which ones to
preserve.  For example we don't replace a password with incoming data
because the student may have changed it from the default.

In our consortium, we load patron records from multiple colleges on a
regular basis.  Some colleges provide a weekly file while others provide
one file per semester.  The workflow I have created is:

1. upload entire file into a staging table
2. update the staging records with record ID's if the student is already in
the database (match point is ident_value)
3. update the usr, address, and card records for those already on file
4. remove the matched records from the staging table
5. assume the remaining are new and load them. Sometimes that is not the
case and we have to fix by hand.

Martha Driscoll, Systems Manager
North of Boston Library Exchange
www.noblenet.org


On Tue, Jun 26, 2018 at 3:53 AM Linda Jansova  wrote:

> Hi,
>
> Although I have not used it myself yet, I do believe you can batch
> import patron records to Evergreen using SQL scripts such as those
> available from the official documentation:
>
> http://docs.evergreen-ils.org/3.1/_creating_an_sql_script_for_importing_patrons.html
> .
>
> Linda
>
> On 06/25/2018 05:40 PM, Bianca Parisi wrote:
> > Hi--
> >
> > Could we please add importing batch student (patron) records to
> Evergreen to the agenda? Curious to see what other institutions are doing.
> We have an automated process at the college that we need rethink/redevelop.
> >
> > Thanks,
> > Bianca
> >
> > Bianca Parisi, MLIS
> > Libraries and Learning Commons Technology Coordinator
> >
> > Niagara College, Welland Campus Library
> > 100 Niagara College Blvd. Welland, ON L3C 7L3
> > (905) 735-2211 ext.7404
> > http://nclibraries.niagaracollege.ca/library
> > bpar...@niagaracollege.ca
> >
> >
> > -Original Message-
> > From: Open-ils-general <
> open-ils-general-boun...@list.georgialibraries.org> On Behalf Of Jane
> Sandberg
> > Sent: Monday, June 25, 2018 10:59 AM
> > To: Evergreen Discussion Group <
> open-ils-general@list.georgialibraries.org>
> > Subject: Re: [OPEN-ILS-GENERAL] Reminder: Student Success Working Group
> >
> > Hi colleagues,
> >
> > One last reminder about today's Student Success Working Group meeting.
> > We'll talk about citations, course reserves, and the Web client.
> >
> > It will be held at 10am Pacific / 11am Mountain / 12pm Central / 1pm
> Eastern on the Zoom platform.  You can use this link to access the
> > meeting: https://linnbenton.zoom.us/j/938431327.  You can also access
> the meeting via phone.
> >
> > An agenda is here:
> >
> https://wiki.evergreen-ils.org/doku.php?id=student_success_working_group:agenda_2018-06-25
> .
> > Please feel free to add to it, or to let me know of additional topics
> you'd like to discuss.
> >
> > Student Success Working Group meetings are open to everybody, and have a
> particular focus on libraries that serve students at the primary,
> secondary, and post-secondary levels.
> >
> >
> > On Tue, Jun 19, 2018 at 7:36 AM, Jane Sandberg 
> wrote:
> >> Hi colleagues,
> >>
> >> The Evergreen Student Success Working Group will hold its next meeting
> >> on Monday, 25 June.
> >>
> >> It will be held at 10am Pacific / 11am Mountain / 12pm Central / 1pm
> >> Eastern on the Zoom platform.  You can use this link to access the
> >> meeting: https://linnbenton.zoom.us/j/938431327.  You can also access
> >> the meeting via phone.
> >>
> >> An agenda is here:
> >>
> https://wiki.evergreen-ils.org/doku.php?id=student_success_working_group:agenda_2018-06-25
> .
> >> Please feel free to add to it, or to let me know of additional topics
> >> you'd like to discuss.
> >>
> >> Student Success Working Group meetings are open to everybody, and have
> >> a particular focus on libraries that serve students at the primary,
> >> secondary, and post-secondary levels.
> >>
> >>
> >>-Jane
> >>
> >> --
> >> Jane Sandberg
> >> Electronic Resources Librarian
> >> Linn-Benton Community College
> >> sand...@linnbenton.edu / 541-917-4655
> >> Pronouns: she/her/hers
> >
> >
> > --
> > Jane Sandberg
> > Electronic Resources Librarian
> > Linn-Benton Community College
> > sand...@linnbenton.edu / 541-917-4655
> > Pronouns: she/her/hers
>
>


Re: [OPEN-ILS-GENERAL] Reminder: Student Success Working Group

2018-06-26 Thread Linda Jansova

Hi,

Although I have not used it myself yet, I do believe you can batch 
import patron records to Evergreen using SQL scripts such as those 
available from the official documentation: 
http://docs.evergreen-ils.org/3.1/_creating_an_sql_script_for_importing_patrons.html.


Linda

On 06/25/2018 05:40 PM, Bianca Parisi wrote:

Hi--

Could we please add importing batch student (patron) records to Evergreen to 
the agenda? Curious to see what other institutions are doing. We have an 
automated process at the college that we need rethink/redevelop.

Thanks,
Bianca

Bianca Parisi, MLIS
Libraries and Learning Commons Technology Coordinator

Niagara College, Welland Campus Library
100 Niagara College Blvd. Welland, ON L3C 7L3
(905) 735-2211 ext.7404
http://nclibraries.niagaracollege.ca/library
bpar...@niagaracollege.ca


-Original Message-
From: Open-ils-general  On 
Behalf Of Jane Sandberg
Sent: Monday, June 25, 2018 10:59 AM
To: Evergreen Discussion Group 
Subject: Re: [OPEN-ILS-GENERAL] Reminder: Student Success Working Group

Hi colleagues,

One last reminder about today's Student Success Working Group meeting.
We'll talk about citations, course reserves, and the Web client.

It will be held at 10am Pacific / 11am Mountain / 12pm Central / 1pm Eastern on 
the Zoom platform.  You can use this link to access the
meeting: https://linnbenton.zoom.us/j/938431327.  You can also access the 
meeting via phone.

An agenda is here:
https://wiki.evergreen-ils.org/doku.php?id=student_success_working_group:agenda_2018-06-25.
Please feel free to add to it, or to let me know of additional topics you'd 
like to discuss.

Student Success Working Group meetings are open to everybody, and have a 
particular focus on libraries that serve students at the primary, secondary, 
and post-secondary levels.


On Tue, Jun 19, 2018 at 7:36 AM, Jane Sandberg  wrote:

Hi colleagues,

The Evergreen Student Success Working Group will hold its next meeting
on Monday, 25 June.

It will be held at 10am Pacific / 11am Mountain / 12pm Central / 1pm
Eastern on the Zoom platform.  You can use this link to access the
meeting: https://linnbenton.zoom.us/j/938431327.  You can also access
the meeting via phone.

An agenda is here:
https://wiki.evergreen-ils.org/doku.php?id=student_success_working_group:agenda_2018-06-25.
Please feel free to add to it, or to let me know of additional topics
you'd like to discuss.

Student Success Working Group meetings are open to everybody, and have
a particular focus on libraries that serve students at the primary,
secondary, and post-secondary levels.


   -Jane

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



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




Re: [OPEN-ILS-GENERAL] Reminder: Student Success Working Group

2018-06-25 Thread Bianca Parisi
Hi--

Could we please add importing batch student (patron) records to Evergreen to 
the agenda? Curious to see what other institutions are doing. We have an 
automated process at the college that we need rethink/redevelop. 

Thanks,
Bianca

Bianca Parisi, MLIS
Libraries and Learning Commons Technology Coordinator

Niagara College, Welland Campus Library
100 Niagara College Blvd. Welland, ON L3C 7L3
(905) 735-2211 ext.7404
http://nclibraries.niagaracollege.ca/library
bpar...@niagaracollege.ca


-Original Message-
From: Open-ils-general  On 
Behalf Of Jane Sandberg
Sent: Monday, June 25, 2018 10:59 AM
To: Evergreen Discussion Group 
Subject: Re: [OPEN-ILS-GENERAL] Reminder: Student Success Working Group

Hi colleagues,

One last reminder about today's Student Success Working Group meeting.
We'll talk about citations, course reserves, and the Web client.

It will be held at 10am Pacific / 11am Mountain / 12pm Central / 1pm Eastern on 
the Zoom platform.  You can use this link to access the
meeting: https://linnbenton.zoom.us/j/938431327.  You can also access the 
meeting via phone.

An agenda is here:
https://wiki.evergreen-ils.org/doku.php?id=student_success_working_group:agenda_2018-06-25.
Please feel free to add to it, or to let me know of additional topics you'd 
like to discuss.

Student Success Working Group meetings are open to everybody, and have a 
particular focus on libraries that serve students at the primary, secondary, 
and post-secondary levels.


On Tue, Jun 19, 2018 at 7:36 AM, Jane Sandberg  wrote:
> Hi colleagues,
>
> The Evergreen Student Success Working Group will hold its next meeting 
> on Monday, 25 June.
>
> It will be held at 10am Pacific / 11am Mountain / 12pm Central / 1pm 
> Eastern on the Zoom platform.  You can use this link to access the
> meeting: https://linnbenton.zoom.us/j/938431327.  You can also access 
> the meeting via phone.
>
> An agenda is here:
> https://wiki.evergreen-ils.org/doku.php?id=student_success_working_group:agenda_2018-06-25.
> Please feel free to add to it, or to let me know of additional topics 
> you'd like to discuss.
>
> Student Success Working Group meetings are open to everybody, and have 
> a particular focus on libraries that serve students at the primary, 
> secondary, and post-secondary levels.
>
>
>   -Jane
>
> --
> Jane Sandberg
> Electronic Resources Librarian
> Linn-Benton Community College
> sand...@linnbenton.edu / 541-917-4655
> Pronouns: she/her/hers



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


Re: [OPEN-ILS-GENERAL] Reminder: Student Success Working Group

2018-06-25 Thread Jane Sandberg
Hi colleagues,

One last reminder about today's Student Success Working Group meeting.
We'll talk about citations, course reserves, and the Web client.

It will be held at 10am Pacific / 11am Mountain / 12pm Central / 1pm
Eastern on the Zoom platform.  You can use this link to access the
meeting: https://linnbenton.zoom.us/j/938431327.  You can also access
the meeting via phone.

An agenda is here:
https://wiki.evergreen-ils.org/doku.php?id=student_success_working_group:agenda_2018-06-25.
Please feel free to add to it, or to let me know of additional topics
you'd like to discuss.

Student Success Working Group meetings are open to everybody, and have
a particular focus on libraries that serve students at the primary,
secondary, and post-secondary levels.


On Tue, Jun 19, 2018 at 7:36 AM, Jane Sandberg  wrote:
> Hi colleagues,
>
> The Evergreen Student Success Working Group will hold its next meeting
> on Monday, 25 June.
>
> It will be held at 10am Pacific / 11am Mountain / 12pm Central / 1pm
> Eastern on the Zoom platform.  You can use this link to access the
> meeting: https://linnbenton.zoom.us/j/938431327.  You can also access
> the meeting via phone.
>
> An agenda is here:
> https://wiki.evergreen-ils.org/doku.php?id=student_success_working_group:agenda_2018-06-25.
> Please feel free to add to it, or to let me know of additional topics
> you'd like to discuss.
>
> Student Success Working Group meetings are open to everybody, and have
> a particular focus on libraries that serve students at the primary,
> secondary, and post-secondary levels.
>
>
>   -Jane
>
> --
> Jane Sandberg
> Electronic Resources Librarian
> Linn-Benton Community College
> sand...@linnbenton.edu / 541-917-4655
> Pronouns: she/her/hers



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


[OPEN-ILS-GENERAL] Reminder: Student Success Working Group

2018-06-19 Thread Jane Sandberg
Hi colleagues,

The Evergreen Student Success Working Group will hold its next meeting
on Monday, 25 June.

It will be held at 10am Pacific / 11am Mountain / 12pm Central / 1pm
Eastern on the Zoom platform.  You can use this link to access the
meeting: https://linnbenton.zoom.us/j/938431327.  You can also access
the meeting via phone.

An agenda is here:
https://wiki.evergreen-ils.org/doku.php?id=student_success_working_group:agenda_2018-06-25.
Please feel free to add to it, or to let me know of additional topics
you'd like to discuss.

Student Success Working Group meetings are open to everybody, and have
a particular focus on libraries that serve students at the primary,
secondary, and post-secondary levels.


  -Jane

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