[OPEN-ILS-GENERAL] Newbie - Circulation reports question - overdues and fines

[Walz, Jennifer]

All -

Ok.  I am brand spanking new and sorry for the newbie questions.   We are just 
starting with Evergreen 2.5 and we have all the parameters and conditions set 
(at least we think so!).   We are an academic institution.I just don't know 
at this point how to run overdue and fine notices.  Is there something we need 
to set to make them go?   Or is there a report we have to create and then run 
on a schedule? Start me from scratch with instructions as this system is 
totally new to me.   We are coming from Sirsi/Dynix.

  We would like them to run on a schedule and the notice itself be sent to each 
student by email.  Is that possible?   How do we set that up?

  And then we need a report that is generated from the same output so that we 
can check what was sent.  Is that possible?  How is that done?

Is it also possible to have separate notices going out on alternating days?   
Like fines on M,W,F and overdues on T,TH??What about bills?  Are they also 
generated separately or together with other notices?Can you set how many 
notices go to each patron and escalate them to higher kinds of notices?

  Is there a way to change the notice language?   The format of the notice 
itself?

  Are there canned reports out there that I can get from others to use?   Where 
can I get them from?  Certainly every single library has a generic report for 
this right?  Something like - show me all patrons that have books out and are 
overdue by 1 day.  Or show me all patrons that have a fine exceeding x 
amount.

Yeah.  These are very basic questions but NONE of the documentation says 
ANYTHING about any of this.I'm afraid I need details and specifics.  
Examples of how this works someplace would also be very nice.

Thanks for all the help and pointing me in the right direction!

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

Re: [OPEN-ILS-GENERAL] Newbie - Circulation reports question - overdues and fines

[Walz, Jennifer]

Josh,

Thanks!   I will look into that...

Jennifer
--
Jennifer Walz, MLS - Sys Admin
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 Josh 
Stompro
Sent: Wednesday, September 24, 2014 11:05 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Newbie - Circulation reports question - 
overdues and fines

Hello Jennifer, the place you want to look is the Action Alerts subsystem.  
That is where you enable different actions that happen for different triggering 
events such as items being on the holdshelf, items being overdue, etc.  It is 
very flexible which also means it is complicated.

There are two different areas to look at.

The Action Triggers setup - 
http://docs.evergreen-ils.org/2.6/_action_triggers.html

There is a script that needs to be run on the server to process the triggers.  
http://docs.evergreen-ils.org/2.6/_processing_action_triggers.html

I'm linking to the 2.6 docs since those docs are not in the 2.5 version of the 
documentation, so there may be differences.

It is possible to run the triggers on customizable schedules.  You would just 
run the action_trigger_runner.pl script on a specific schedule and use the 
-granularity flag, which you also set for those events that you want on a 
certain schedule.  So you could have a granularity settings of "monwedfri" for 
your overdue's, and then setup the script to run only on Mon, Wed and Fridays 
using cron, and using the -granularity=monwedfri flag so only those triggers 
are processed.

I'm sure you can run and create a report based on what actions are processed 
since that data is also available in the patron record.

The notice output is set by editing a template in the trigger event, I don't 
think there is any support for multiple languages right now though... Maybe you 
could use a statistical category from the patron record in the template to pick 
what version of output you want.. sorry I don't know enough about it yet to say.

On my test 2.6 system there are 52 default Trigger Event Definitions, the 
interface is a little annoying in that it doesn't tell you how many there are, 
you just have to use the "Next" link to see each page of 15 at a time.  There 
are already triggers setup to show overdues that just need to be enabled.  I'm 
not sure which ones handle fines and other charges.

Hopefully this will get you started.

Josh

From: 
open-ils-general-boun...@list.georgialibraries.org<mailto:open-ils-general-boun...@list.georgialibraries.org>
 [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Walz, 
Jennifer
Sent: Tuesday, September 23, 2014 1:44 PM
To: 
open-ils-general@list.georgialibraries.org<mailto:open-ils-general@list.georgialibraries.org>
Subject: [OPEN-ILS-GENERAL] Newbie - Circulation reports question - overdues 
and fines

All -

Ok.  I am brand spanking new and sorry for the newbie questions.   We are just 
starting with Evergreen 2.5 and we have all the parameters and conditions set 
(at least we think so!).   We are an academic institution.I just don't know 
at this point how to run overdue and fine notices.  Is there something we need 
to set to make them go?   Or is there a report we have to create and then run 
on a schedule? Start me from scratch with instructions as this system is 
totally new to me.   We are coming from Sirsi/Dynix.

  We would like them to run on a schedule and the notice itself be sent to each 
student by email.  Is that possible?   How do we set that up?

  And then we need a report that is generated from the same output so that we 
can check what was sent.  Is that possible?  How is that done?

Is it also possible to have separate notices going out on alternating days?   
Like fines on M,W,F and overdues on T,TH??What about bills?  Are they also 
generated separately or together with other notices?Can you set how many 
notices go to each patron and escalate them to higher kinds of notices?

  Is there a way to change the notice language?   The format of the notice 
itself?

  Are there canned reports out there that I can get from others to use?   Where 
can I get them from?  Certainly every single library has a generic report for 
this right?  Something like - show me all patrons that have books out and are 
overdue by 1 day.  Or show me all patrons that have a fine exceeding x 
amount.

Yeah.  These are very basic questions but NONE of the documentation says 
ANYTHING about any of this.I'm afraid I need details and specifics.  
Examples of how this works someplace would also be very nice.

Thanks for all the help and pointing me in the right direction!

Jennifer

[OPEN-ILS-GENERAL] Circulation Policies - list?

[Walz, Jennifer]

All -

We already have a rather complicated and multipage circ policies list.   Is 
there ANY way that we can view it and print out the WHOLE list?   Rather than 
the view in the staff client where we see only one page at a time and cannot 
copy or print the whole table.

  You can also only sort on the data that is in the current view.  It does not 
sort the whole table, but one page at a time.  Very frustrating!

On a side note, it would also be great if this table worked like other tables 
where you can change the size of the columns.   Or even better not see some of 
the columns and have the whole table fit on one screen!   That would be 
marvelous.

  Any help would be very much appreciated.

Thanks!

Jennifer

--
Jennifer Walz, MLS - person designated to deal with the ILS
Kinlaw Library -  Asbury University
One Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269
jlw...@asbury.edu

[OPEN-ILS-GENERAL] ***SPAM*** RE: Circulation Policies - list?

[Walz, Jennifer]

Beautiful!   That is excellent.

  Still does not help me with seeing the whole list at once, but getting 
better.  

 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-boun...@list.georgialibraries.org 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Michele Morgan
Sent: Friday, November 07, 2014 2:43 PM
To: open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] Circulation Policies - list?

Hi Jennifer,

It is possible to have some control over the display of the Circulation 
Policies table in the client.

If you Right click on the column header row, you'll get a pop-up box with 
options to sort and choose display fields. Using this sort will apply to the 
entire table. You can also save your settings so you'll get your preferred view 
of the table everytime you view it.

Here's a page from the 2.6 Evergreen documentation describing this, but this 
has been true for a few versions back:

http://docs.evergreen-ils.org/2.6/_sorting_circulation_policies.html

If you Uncheck Auto Width, you should be able to drag the column separators to 
resize columns.

Depending on your Evergreen version, you may also have a "Filter" option (next 
to the Back and Next links) option which would allow you to view subsets of the 
table based on values in the columns.

Hope this helps,
Michele


On 11/7/2014 12:53 PM, Walz, Jennifer wrote:
> All -
>
> We already have a rather complicated and multipage circ policies list.   Is
> there ANY way that we can view it and print out the WHOLE list?   Rather than
> the view in the staff client where we see only one page at a time and 
> cannot copy or print the whole table.
>
>You can also only sort on the data that is in the current view.  It 
> does not sort the whole table, but one page at a time.  Very frustrating!
>
> On a side note, it would also be great if this table worked like other tables
> where you can change the size of the columns.   Or even better not see some of
> the columns and have the whole table fit on one screen!   That would be 
> marvelous.
>
>Any help would be very much appreciated.
>
> Thanks!
>
> Jennifer
>
> --
> Jennifer Walz, MLS - person designated to deal with the ILS Kinlaw 
> Library - *Asbury University* One Macklem Drive, Wilmore, KY 40390
> 859-858-3511 ext. 2269
> jlw...@asbury.edu
>

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

[OPEN-ILS-GENERAL] ***SPAM*** RE: Circulation Policies - list?

[Walz, Jennifer]

 That is really wonderful.  Thank you.   But where will I run this?   What kind 
of output?  Is it plain text?  Csv file?I suppose this assumes that I have 
some kind of server access right? Is there a way to run a report?

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-boun...@list.georgialibraries.org 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Yamil 
Suarez
Sent: Friday, November 07, 2014 1:40 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Circulation Policies - list?

Jennifer,

Here is a SQL query I came up with that was based on something that Ben Shum 
once posted. It shows all of my circ policies, and the "human readable" values 
from most of the circ policies tables by joining with the related tables.

SELECT ccmm.id AS "ID", ccmm.active AS "Active",
   org.shortname AS "copy_circ_lib",
   pgt.name AS "Patron Group", ccmm.circ_modifier AS "Circ Modifier",
   loc.name AS "copy_location",
   ccmm.is_renewal AS "Renewal?", ccmm.circulate AS "Circulate?",
   crcd.name AS "Circ Duration", crrf.name AS "Recurring Fine",
   ccmm.grace_period,
   crmf.name AS "Max Fine", limit_set.items_out AS "Max Items Out",
   array_to_string(array_agg(lscm.circ_mod), ', ') AS "Limited Circ Mods"

FROM config.circ_matrix_matchpoint ccmm
   INNER JOIN actor.org_unit aou ON aou.id = ccmm.org_unit
   INNER JOIN permission.grp_tree pgt ON pgt.id = ccmm.grp
   INNER JOIN config.rule_circ_duration crcd ON crcd.id = ccmm.duration_rule
   INNER JOIN config.rule_recurring_fine crrf ON crrf.id = 
ccmm.recurring_fine_rule
   INNER JOIN config.rule_max_fine crmf ON crmf.id = ccmm.max_fine_rule
   LEFT OUTER JOIN config.circ_matrix_limit_set_map map ON map.matchpoint = 
ccmm.id
   LEFT OUTER JOIN config.circ_limit_set limit_set ON limit_set.id = 
map.limit_set
   LEFT OUTER JOIN config.circ_limit_set_circ_mod_map lscm ON lscm.limit_set = 
limit_set.id
   LEFT OUTER JOIN actor.org_unit org on (ccmm.copy_circ_lib = org.id)
   LEFT OUTER JOIN asset.copy_location loc on (loc.id = ccmm.copy_location) 
WHERE ccmm.copy_circ_lib = 101 GROUP BY 1, 2, 3, 4, 5, 6, 7, 8, 9,10, 11, 12, 
13 ORDER BY copy_circ_lib, pgt.name, ccmm.circ_modifier;

You may want someone that know SQL to make some tweaks make it look the way you 
need, for example by change what you sort by. Right now it is sorting by the 
copy circulation library, the patron group, and the circ modifier.

Hope it helps,
Yamil





On Fri, Nov 7, 2014 at 12:53 PM, Walz, Jennifer  wrote:
> All –
>
>
>
> We already have a rather complicated and multipage circ policies list.   Is
> there ANY way that we can view it and print out the WHOLE list?   Rather
> than the view in the staff client where we see only one page at a time 
> and cannot copy or print the whole table.
>
>
>
>   You can also only sort on the data that is in the current view.  It 
> does not sort the whole table, but one page at a time.  Very frustrating!
>
>
>
> On a side note, it would also be great if this table worked like other
> tables where you can change the size of the columns.   Or even better not
> see some of the columns and have the whole table fit on one screen!   That
> would be marvelous.
>
>
>
>   Any help would be very much appreciated.
>
>
>
> Thanks!
>
>
>
> Jennifer
>
>
>
> --
> Jennifer Walz, MLS – person designated to deal with the ILS Kinlaw 
> Library -  Asbury University One Macklem Drive, Wilmore, KY 40390
> 859-858-3511 ext. 2269
> jlw...@asbury.edu
>
>



-- 





Yamil Suarez, MCS
Library System Administrator/Developer

Stan Getz Library
Berklee College of Music
1140 Boylston St
Boston, MA 02215

ysua...@berklee.edu
617-747-2617

[OPEN-ILS-GENERAL] ***SPAM*** RE: RE: Circulation Policies - list?

[Walz, Jennifer]

Oooo!   Clever.   I will see if that will get me enough info to work from.

 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-boun...@list.georgialibraries.org 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Jennifer Pringle (Project Sitka)
Sent: Friday, November 07, 2014 4:13 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] ***SPAM*** RE: Circulation Policies - list?

Hi Jennifer,

We have a report our libraries run.  I've attached screenshots so you can see 
the fields we've used.

We have tried to add a display field for copy location but there is an issue 
with how copy location joins to  circ matrix matchpoint and so this report does 
not work for policies that use copy/shelving location as that information will 
not display.

Hope this helps,

Jennifer



Quoting "Walz, Jennifer" :

> That is really wonderful.  Thank you.   But where will I run this?
> What kind of output?  Is it plain text?  Csv file?I suppose this  
> assumes that I have some kind of server access right? Is there a  
> way to run a report?
>
> 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-boun...@list.georgialibraries.org
> [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf 
> Of Yamil Suarez
> Sent: Friday, November 07, 2014 1:40 PM
> To: Evergreen Discussion Group
> Subject: Re: [OPEN-ILS-GENERAL] Circulation Policies - list?
>
> Jennifer,
>
> Here is a SQL query I came up with that was based on something that 
> Ben Shum once posted. It shows all of my circ policies, and the "human 
> readable" values from most of the circ policies tables by joining with 
> the related tables.
>
> SELECT ccmm.id AS "ID", ccmm.active AS "Active",
>org.shortname AS "copy_circ_lib",
>pgt.name AS "Patron Group", ccmm.circ_modifier AS "Circ Modifier",
>loc.name AS "copy_location",
>ccmm.is_renewal AS "Renewal?", ccmm.circulate AS "Circulate?",
>crcd.name AS "Circ Duration", crrf.name AS "Recurring Fine",
>ccmm.grace_period,
>crmf.name AS "Max Fine", limit_set.items_out AS "Max Items Out",
>array_to_string(array_agg(lscm.circ_mod), ', ') AS "Limited Circ Mods"
>
> FROM config.circ_matrix_matchpoint ccmm
>INNER JOIN actor.org_unit aou ON aou.id = ccmm.org_unit
>INNER JOIN permission.grp_tree pgt ON pgt.id = ccmm.grp
>INNER JOIN config.rule_circ_duration crcd ON crcd.id = ccmm.duration_rule
>INNER JOIN config.rule_recurring_fine crrf ON crrf.id = 
> ccmm.recurring_fine_rule
>INNER JOIN config.rule_max_fine crmf ON crmf.id = ccmm.max_fine_rule
>LEFT OUTER JOIN config.circ_matrix_limit_set_map map ON 
> map.matchpoint = ccmm.id
>LEFT OUTER JOIN config.circ_limit_set limit_set ON limit_set.id = 
> map.limit_set
>LEFT OUTER JOIN config.circ_limit_set_circ_mod_map lscm ON 
> lscm.limit_set = limit_set.id
>LEFT OUTER JOIN actor.org_unit org on (ccmm.copy_circ_lib = org.id)
>LEFT OUTER JOIN asset.copy_location loc on (loc.id =
> ccmm.copy_location) WHERE ccmm.copy_circ_lib = 101 GROUP BY 1, 2, 3, 
> 4, 5, 6, 7, 8, 9,10, 11, 12, 13 ORDER BY copy_circ_lib, pgt.name, 
> ccmm.circ_modifier;
>
> You may want someone that know SQL to make some tweaks make it look 
> the way you need, for example by change what you sort by. Right now it 
> is sorting by the copy circulation library, the patron group, and the 
> circ modifier.
>
> Hope it helps,
> Yamil
>
>
>
>
>
> On Fri, Nov 7, 2014 at 12:53 PM, Walz, Jennifer  wrote:
>> All ?
>>
>>
>>
>> We already have a rather complicated and multipage circ policies list.   Is
>> there ANY way that we can view it and print out the WHOLE list?   Rather
>> than the view in the staff client where we see only one page at a 
>> time and cannot copy or print the whole table.
>>
>>
>>
>>   You can also only sort on the data that is in the current view.  It 
>> does not sort the whole table, but one page at a time.  Very frustrating!
>>
>>
>>
>> On a side note, it would also be great if this table worked like other
&g

[OPEN-ILS-GENERAL] Corrupt files? Can they be reloaded?

[Walz, Jennifer]

All -



Ok. I'm new to evergreen, but I am pretty sure that all the display within the 
staff client is governed by html code / files, right?   I mean, if you hit the 
"debug" button, you see the html code.



  So.  We are still having problems with our patron records displaying.  In 
other words, we get a blank screen (almost) in the staff client window when we 
go to edit a patron record.  We also cannot register a patron.  The same screen 
displays.Like this:



[cid:image003.jpg@01CFFDB8.9CB6F700]



Some of the buttons are displaying, but not the rest of the form - and no data. 
 Data is all there in the system, but it does not display.



What is wrong??  I am guessing it has to do with the html code is not getting 
the right info from a js file or some part of the code is corrupted.   I 
investigated this by looking at our development server files.  We CAN view the 
patron records there with no trouble.I hit the "debug" button there and 
printed off that file, and did the same in the client that is not working.  I 
DO notice that there are differences in the code and some lines are missing or 
not in the same places.



   How do we fix this?   Is this really the problem? Can we just simply 
re-install (copy etc) the file from our development server over to the other 
one? The source from debug is:  oils://remote/eg/actor/user/register
Should all the files in that directory also be swapped out? Is there a js 
file call that is necessary that maybe got corrupted or deleted?



Can anyone give any guidance on this? Is it possible that the files on the 
server have gotten corrupted?   Is there a way to make this easy?  Or do we 
have to do a complete reload of the files?



  Thanks!



Jennifer

--

Jennifer Walz, MLS - ILS troubleshooter

Kinlaw Library -  Asbury University

One Macklem Drive, Wilmore, KY 40390

859-858-3511 ext. 2269

jlw...@asbury.edu

Re: [OPEN-ILS-GENERAL] Corrupt files? Can they be reloaded?

[Walz, Jennifer]

Ben,

Thanks for the reply.  I saw that discussion and we investigated the issue that 
was raised.  That is not the problem.   There are no working locations or any 
permissions that will let us see the patron record.  It appears corrupted and 
not giving us an error message.   We have tried viewing it with admin level 
permissions down to the lowliest staff.It DOES show up with all permissions 
on our development copy of the software. And the only discernible 
differences I can see are the display properties in the html code.But how 
can it be fixed?

Thanks!

Jennifer
--
Jennifer Walz, MLS -  ILS minister of operations
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 Ben 
Shum
Sent: Tuesday, November 11, 2014 2:26 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Corrupt files? Can they be reloaded?

Hi Jennifer,

This sounded familiar, and I wonder if you've taken a look at this reply by 
Jennifer Pringle (from Sitka) where she suggests it may be a working locations 
/ permissions issue for the staff accounts attempting to access users.

See threaded discussion:  http://markmail.org/message/ec7pucv23mhq7fuz

Have you looked at the working locations for the staff users to determine if 
her hypothesis was correct?

-- Ben

On Tue, Nov 11, 2014 at 2:05 PM, Walz, Jennifer 
mailto:jlw...@asbury.edu>> wrote:

All -



Ok. I'm new to evergreen, but I am pretty sure that all the display within the 
staff client is governed by html code / files, right?   I mean, if you hit the 
"debug" button, you see the html code.



  So.  We are still having problems with our patron records displaying.  In 
other words, we get a blank screen (almost) in the staff client window when we 
go to edit a patron record.  We also cannot register a patron.  The same screen 
displays.Like this:



[cid:image001.jpg@01CFFDBD.20813A60]



Some of the buttons are displaying, but not the rest of the form – and no data. 
 Data is all there in the system, but it does not display.



What is wrong??  I am guessing it has to do with the html code is not getting 
the right info from a js file or some part of the code is corrupted.   I 
investigated this by looking at our development server files.  We CAN view the 
patron records there with no trouble.I hit the “debug” button there and 
printed off that file, and did the same in the client that is not working.  I 
DO notice that there are differences in the code and some lines are missing or 
not in the same places.



   How do we fix this?   Is this really the problem? Can we just simply 
re-install (copy etc) the file from our development server over to the other 
one? The source from debug is:  oils://remote/eg/actor/user/register
Should all the files in that directory also be swapped out? Is there a js 
file call that is necessary that maybe got corrupted or deleted?



Can anyone give any guidance on this? Is it possible that the files on the 
server have gotten corrupted?   Is there a way to make this easy?  Or do we 
have to do a complete reload of the files?



  Thanks!



Jennifer

--

Jennifer Walz, MLS - ILS troubleshooter

Kinlaw Library -  Asbury University

One Macklem Drive, Wilmore, KY 40390

859-858-3511 ext. 2269

jlw...@asbury.edu<mailto:jlw...@asbury.edu>



--
Benjamin Shum
Evergreen Systems Manager
Bibliomation, Inc.
24 Wooster Ave.
Waterbury, CT 06708
203-577-4070, ext. 113

[OPEN-ILS-GENERAL] FW: Corrupt files? Can they be reloaded? - Viewing patron records - FIXED!

[Walz, Jennifer]

All –

  Michael was very helpful about the proper files to reload.  It works!

  Thanks!

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

From: Michael Peters [mailto:mpet...@emeralddata.net]
Sent: Tuesday, November 11, 2014 2:57 PM
To: Walz, Jennifer
Subject: RE: [OPEN-ILS-GENERAL] Corrupt files? Can they be reloaded?

Jennifer,

Have you made any changes to your register.tt2 or register_table.tt2 template 
files recently?  Sometimes a syntax error there can cause the page to display 
in the manner you showed in your screenshot.  I’ve run into this numerous 
times, but the cause can tend to be different depending on the situation.  If 
you have changed anything recently in those files, it might be worth restoring 
them from the tarball you installed Evergreen-ILS from.

Best wishes,
Michael Peters
Senior Systems Analyst
Emerald Data Networks, Inc.
Phone: 678.302.3000 x1013
Help Desk: 678.302.3000 x1500
www.emeralddata.net<http://www.emeralddata.net>
From: 
open-ils-general-boun...@list.georgialibraries.org<mailto:open-ils-general-boun...@list.georgialibraries.org>
 [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Walz, 
Jennifer
Sent: Tuesday, November 11, 2014 2:38 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Corrupt files? Can they be reloaded?

Ben,

Thanks for the reply.  I saw that discussion and we investigated the issue that 
was raised.  That is not the problem.   There are no working locations or any 
permissions that will let us see the patron record.  It appears corrupted and 
not giving us an error message.   We have tried viewing it with admin level 
permissions down to the lowliest staff.It DOES show up with all permissions 
on our development copy of the software. And the only discernible 
differences I can see are the display properties in the html code.But how 
can it be fixed?

Thanks!

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


On Tue, Nov 11, 2014 at 2:05 PM, Walz, Jennifer 
mailto:jlw...@asbury.edu>> wrote:

All -



Ok. I'm new to evergreen, but I am pretty sure that all the display within the 
staff client is governed by html code / files, right?   I mean, if you hit the 
"debug" button, you see the html code.



  So.  We are still having problems with our patron records displaying.  In 
other words, we get a blank screen (almost) in the staff client window when we 
go to edit a patron record.  We also cannot register a patron.  The same screen 
displays.Like this:



[cid:image001.jpg@01CFFDBF.3BC52370]



Some of the buttons are displaying, but not the rest of the form – and no data. 
 Data is all there in the system, but it does not display.



What is wrong??  I am guessing it has to do with the html code is not getting 
the right info from a js file or some part of the code is corrupted.   I 
investigated this by looking at our development server files.  We CAN view the 
patron records there with no trouble.I hit the “debug” button there and 
printed off that file, and did the same in the client that is not working.  I 
DO notice that there are differences in the code and some lines are missing or 
not in the same places.



   How do we fix this?   Is this really the problem? Can we just simply 
re-install (copy etc) the file from our development server over to the other 
one? The source from debug is:  oils://remote/eg/actor/user/register
Should all the files in that directory also be swapped out? Is there a js 
file call that is necessary that maybe got corrupted or deleted?



Can anyone give any guidance on this? Is it possible that the files on the 
server have gotten corrupted?   Is there a way to make this easy?  Or do we 
have to do a complete reload of the files?



  Thanks!



Jennifer

--

Jennifer Walz, MLS - ILS troubleshooter

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] Corrupt files? Can they be reloaded?

[Walz, Jennifer]

All,

Ok.  I don’t mean to be a bug about this, but the Evergreen documentation is 
very limited so…

  I think now we DO have a permission problem.  We are trying to set up our 
Circulation Supervisor to be able to view, register, create, delete, update 
(modify) patron records.  But now she is not able to see the patron records.   
(we get a similar screen as before, no fields, but lots of buttons)   When 
other administrator logins are used, there is no problem.   So my question is, 
without giving that staff account ALL permissions, what are the specific ones 
required to make those things possible? Are there conflicting permissions?? 
 In other words, if you have one thing set, others are excluded without you 
knowing it?So, for instance, if I have that permission group set with 
“editing permissions” of group_application.user.staff.circ_admin, does that 
conflict with specific permissions set in the “group config” tab??   And what 
level of permission should we set?   Consortium, System, Branch?Do those 
effect what you see?   If the patron records are loaded by the sys admin, can 
everyone see them?  Or do you need permissions to see certain records?

   And what ARE those “editing permissions” anyway in the permissions group 
editor?   Why is there one permission in one place and group permissions 
defined on the tab?

Thanks!

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

[OPEN-ILS-GENERAL] Change thread subject

[Walz, Jennifer]

All -

I MEANT to change the subject of my new message, but forgot.  When someone 
replies, please change the subject line.Relates to patron records, but not 
as before.

Thanks!

Jennifer

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

[OPEN-ILS-GENERAL] Group and User permissions

[Walz, Jennifer]

All -

  Ok.  I'm new but I am seeing some weird things and I am not sure if this is 
how the system works, or if there is something I am missing.

  We are on 2.6.1 in case that matters.

  So, as I understand it, you can set group permissions and assign a bunch of 
people to that profile (group) and they all have certain rights to do certain 
things.   I thought that maybe the user permissions were then available in case 
you might have one user or two in a group to ADD or DELETE certain permissions. 
   Is that not the case?   We might like to have maybe student workers all be 
"circulators" but one or two are given special permissions to work with 
cataloging or serials or such.Am I understanding this correctly?If we 
wanted to assign a "circulator" special elevated user permission for updating 
item records, I should be able to go into their patron record, open the user 
permission editor and assign them update_item_record (or some such).   Right?

Well, the problem is that we are trying to do something like that for several 
different pre-assigned groups and it is not working.   For the "volunteer" 
group for instance.  I have assigned several users in our system to that 
profile, but one or two need modifications.  When I go to that patron record, 
into the user permission editor, everything is greyed out and it won't let me 
change anything.   One or two permissions listed there I would like to remove 
(like Admin Toolbar!  What? For volunteers?) or even change the level at which 
they have permission.   Nope.  No dice.And where is that admin toolbar 
thing set anyway?Who gave volunteers that permission?  It is not listed in 
the group permissions editor.(they can also see and edit the Library 
Settings!)

  So, why can I change some user permissions for patrons (I am having no 
trouble with our "catalogers"), but others are all greyed out and won't let me 
add or delete anything in the user permission editor. Do I have to start 
all over and just create all new groups first??   (and I AM the admin and 
logged in as such when trying all of this)

  Thanks for any insights you have.

Jennifer

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

Re: [OPEN-ILS-GENERAL] Academic PAC flavor

[Walz, Jennifer]

All -



In general I will agree that more info from the record and less "art" or 
"pretty" stuff is wanted.   However, all of that text in the mockup is pretty 
overwhelming on first glance.   It would be nice if each section of large 
chunks of text were available, but not immediately viewable.  I'm thinking of a 
drop down expanding box for each section.   Much like the different views in 
Evergreen now:



[cid:image003.jpg@01D00D80.A2F032D0]



When the contents notes and summary are very long and open immediately on first 
view, the patron then has to scroll down quite a way to see the location 
information.   Maybe the Location information could be further at the top of 
the screen?



Other additional information that should be included right on the full record 
screen is the alternative formats - such as links to electronic copies and such.



Generally though, I really like the layout of the markup version so far.



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-boun...@list.georgialibraries.org 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Kathy 
Lussier
Sent: Monday, December 01, 2014 3:47 PM
To: Evergreen General Discussion List
Subject: [OPEN-ILS-GENERAL] Academic PAC flavor



Hi all,



As you may recall, the Evergreen for Academics group sent out a survey to the 
Evergreen community earlier this fall asking academic libraries to prioritize 
development needs for Evergreen that are particularly relevant to academic 
libraries.



An Academic PAC flavor rose to the top of priorities in that survey, and Yamil 
Suarez and I agreed to work with others on defining what an academic PAC might 
look like.



Yamil created a wiki page at

http://wiki.evergreen-ils.org/doku.php?id=evergreen_for_academics:pac_academic_flavor

where we can begin to gather these ideas together.



Based on previous discussions on this topic, some ideas for what should be 
incorporated in an academic PAC are more fields displayed on the bib record and 
less overall art. Does everyone agree that both of these are elements of an 
"academic PAC"? Are there any other features you would like to see in an 
academic PAC? Which fields need to be added  that aren't currently available in 
the default catalog?



Feel free to edit the wiki page directly with your ideas or to send them in 
response to this thread. I'll make sure any ideas raised in this thread end up 
on the wiki page.



Thanks!

Kathy





--

Kathy Lussier

Project Coordinator

Massachusetts Library Network Cooperative

(508) 343-0128

kluss...@masslnc.org

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

#evergreen IRC: kmlussier

[OPEN-ILS-GENERAL] Changing creator on records?

[Walz, Jennifer]

All -

We have encountered error messages popping up because records were added to the 
system under the admin login.   Is there a way to find those records and also 
to CHANGE the creator to a cataloger username? I can't see a way to do it 
on the record within the staff client.  Is there a way at the database level?

Thanks!

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

Re: [OPEN-ILS-GENERAL] Changing creator on records?

[Walz, Jennifer]

All -

Sorry.  I forgot to say what errors we were getting.Mostly it was the 
view_user error, but also other user related errors (which frankly is a bit 
weird, since we are trying to edit an item record!). Problem was that we 
HAD made those changes in the user permission editor. I had assigned to our 
cataloger and acquisitions clerk all the view rights that seemed appropriate - 
including view_user. The only other difference between records that did not 
generate an error and those that did were the creator. Am I correct in 
assuming then, any records created by an admin need to have permissions for the 
user / viewer set at the SYSTEM level?

  Still, the fact remains that we might at some time in the future like to make 
changes to the creator of records.   Good to know that it is possible and how 
to get it done.

Thanks!

Jennifer
--
Jennifer Walz, MLS - ILS Monkey
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: Monday, December 08, 2014 2:46 PM
To: open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] Changing creator on records?

Hi Jennifer,

I'm fairly sure this can be done in the database, but I'm curious about the 
errors that are popping up. We have a number of records in our system created 
under the admin user, particularly those that were migrated. These shouldn't be 
causing an error. What does your error message say?

Kathy


Kathy Lussier

Project Coordinator

Massachusetts Library Network Cooperative

(508) 343-0128

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

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

#evergreen IRC: kmlussier
On 12/8/2014 2:12 PM, Walz, Jennifer wrote:
All -

We have encountered error messages popping up because records were added to the 
system under the admin login.   Is there a way to find those records and also 
to CHANGE the creator to a cataloger username? I can't see a way to do it 
on the record within the staff client.  Is there a way at the database level?

Thanks!

Jennifer
--
Jennifer Walz, MLS - ILS admin
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] Patron Batch Functions

[Walz, Jennifer]

All -

  We do not worry about addresses for ON-campus students.   They live here.  
:-)But we do need addresses for off-campus students.   So it would be great 
to have a marker or indicator or way to distinguish between those two.  But we 
would need only one address on the patron record.We also make sure that 
every student has an on-campus email address.   

Jennifer
-- 
Jennifer Walz, MLS - ILS person 
Kinlaw Library -  Asbury University 
One 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 Galen 
Charlton
Sent: Monday, December 08, 2014 8:40 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Patron Batch Functions

Hi,

On Mon, Dec 8, 2014 at 3:49 PM, Martha Driscoll  wrote:
> I put together a list on the Evergreen for Academic wiki of the 
> functions that a batch patron interface should have.  This list is 
> based my experience loading patron files for our 10 academic 
> consortium members.  Please let me know what issues you encounter and 
> what functionality should be included on the wiki.
>
> http://wiki.evergreen-ils.org/doku.php?id=evergreen_for_academics:batc
> h_patron_functions

Thanks for putting this together, Martha, it looks like a great start.
One set of use cases that I'm particularly curious about are how addresses 
should be handled.  For example, does it suffice for most of the libraries in 
the IG to have the batch import handle one address per patron? Do any of you 
get mailing address data from any place other than the student and staff 
information systems?  Are any of you in a position to not have to worry about 
keeping student mailing addresses in the ILS at all?

Regards,

Galen
--
Galen Charlton
Manager of Implementation
Equinox Software, Inc. / The Open Source Experts
email:  g...@esilibrary.com
direct: +1 770-709-5581
cell:   +1 404-984-4366
skype:  gmcharlt
web:http://www.esilibrary.com/
Supporting Koha and Evergreen: http://koha-community.org & 
http://evergreen-ils.org

[OPEN-ILS-GENERAL] Widgets on web for searching evergreen catalog?

[Walz, Jennifer]

All -

Has anyone created a "widget" or a separate mini search box for their catalog 
on any of their web pages?   Is there standard widget code someplace?   Could 
someone send me some examples?

Something like this which we used on our Libguides for our old catalog:

[cid:image002.jpg@01D02A67.5CB75060]


We used a search form with html for the above:

http://libcat.asburyseminary.edu/uhtbin/cgisirsi/x/0/0/57/5/?user_id=ACWEB";
 method="post" name="searchform" target="_blank">
 



Find Books:  
 
 
KeywordAuthor
Title
Subject
Series
Periodical 
Title  

Library:  
ALLKinlaw 
Library
KY LibrariesSeminary 
Libraries
FL Libraries 

  Anyone have any ideas / suggestions / thoughts for how to make this work for 
Evergreen?   Or is there code out there that is better / nicer / cleaner?

Thanks!

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

[OPEN-ILS-GENERAL] Reshelving status?

[Walz, Jennifer]

All -

  We are very annoyed by the reshelving status and it is NOT going away in the 
time interval it is supposed to.  We have set our library settings to 1 day.   
But nothing is changing over after one day.Is there a trigger or action 
that needs to be taken to make it occur?   How do we get it to NOT ever go into 
that status, or to do it for a very short time?Is there any way to make all 
items never go into that status on checkin?

What we would LIKE is to have it switch from that status on a SECOND checkin at 
the circ desk just before putting those items out on the shelves.  Is that 
possible?We have always done a double checkin to make sure all items are 
checked in before shelving.

Thanks for all your input!

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

Re: [OPEN-ILS-GENERAL] Reshelving status?

[Walz, Jennifer]

Thanks!

 I did find a mention of this script that is supposed to be running on our 
server.  I believe it is NOT running and we are looking into that.

  I'll pass along the info about setting the interval shorter.   But then it 
seems from your instructions that the script ALSO needs to be running on the 
server at the same interval yes?   

  To answer your question about items in the reshelving status.  We have items 
that are STILL in the reshelving status after one month!   So, it seems like 
the script is not running as it should on the server.   

  Is there  a way to MANUALLY change an item / items from reshelving to 
available?? Or do we always have to wait for that script to run?

Thanks!

Jennifer
-- 
Jennifer Walz, MLS - Head of ILS stuff
Kinlaw Library -  Asbury University 
One 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 Ben 
Shum
Sent: Wednesday, January 07, 2015 11:48 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Reshelving status?

Hi Jennifer,

In a reply I made a couple months ago, I described in a little more detail how 
the reshelving interval might be processed (see
http://georgialibraries.markmail.org/thread/skib7pmbyu6v3cwz)  You may find 
that you need to set it to less than "1 day" exactly, and more like "1 hour" to 
definitely catch up and move things back to Available when the 
reshelving_complete.srfsh cron job runs daily.  Also, are you saying that 
nothing is changing after one day, exactly?  Or that nothing is changing at 
all?  Maybe you should verify that the right script is running on your 
Evergreen system.

To my knowledge, there is no easy way to bypass the reshelving status, but you 
can consider other options.  Like renaming the copy status to "available" 
(lowercase, instead of init capitalized, making it different, but conceptually 
the same).

As for making a second checkin change the status definitely to available, 
that's a nice idea, but I could see it being trouble on situations like 
double-scanning or other mis-scans in live use.  That said, if you were to 
sponsor development in this area, perhaps other libraries may be interested.

Cheers,

-- Ben

On Wed, Jan 7, 2015 at 11:35 AM, Walz, Jennifer  wrote:
> All –
>
>
>
>   We are very annoyed by the reshelving status and it is NOT going 
> away in the time interval it is supposed to.  We have set our library 
> settings to 1
> day.   But nothing is changing over after one day.Is there a trigger or
> action that needs to be taken to make it occur?   How do we get it to NOT
> ever go into that status, or to do it for a very short time?Is there any
> way to make all items never go into that status on checkin?
>
>
>
> What we would LIKE is to have it switch from that status on a SECOND 
> checkin at the circ desk just before putting those items out on the shelves.  
> Is
> that possible?We have always done a double checkin to make sure all
> items are checked in before shelving.
>
>
>
> Thanks for all your input!
>
>
>
> Jennifer
>
> --
> Jennifer Walz, MLS - Head of ILS stuff 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] Overdue action triggers - repeat time limit?

[Walz, Jennifer]

All -

  So, I am new to how Evergreen does the overdue notices and I think I 
understand a little bit how the action triggers work.   Question is, how do I 
set up the trigger to repeat the notice every other day??   I want notices to 
go out the first day an item is overdue and then two days later and so forth.  
Is that possible?  If so, what do I change in the settings?   Or will notices 
just repeat every day an item is overdue? That is ok too, but I would 
prefer not.

  And what about fines?   We would like to set up fine notices.   I am not sure 
what settings to put into place for that.   Anyone have any templates to share 
or something?   Is there some kind of standard settings for this?

Thanks!

Jennifer

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

Re: [OPEN-ILS-GENERAL] Widgets on web for searching evergreen catalog?

[Walz, Jennifer]

Ben,

Thanks!   That is what I am looking for.   I’ll try to adapt what you have done.

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 
Benjamin Kalish
Sent: Wednesday, January 07, 2015 12:05 PM
To: Evergreen Discussion Group
Subject: [OPEN-ILS-GENERAL] ***SPAM*** Re: Widgets on web for searching 
evergreen catalog?

We have one that lets the user choose between searching our website or the 
library catalog. It was pretty easy to set up, and would be easier if you 
didn't give folks the choice to search the website. We made it very simple by 
making it always do a keyword search and always search our scope. We then 
provided a link called "advanced search" for folks that wanted more options. 
You can see it at http://forbeslibrary.org/


Benjamin Kalish
Forbes Library / 413-587-1012 / 
bkal...@forbeslibrary.org<mailto:bkal...@forbeslibrary.org>

On Wed, Jan 7, 2015 at 10:47 AM, Walz, Jennifer 
mailto:jlw...@asbury.edu>> wrote:
All –

Has anyone created a “widget” or a separate mini search box for their catalog 
on any of their web pages?   Is there standard widget code someplace?   Could 
someone send me some examples?

Something like this which we used on our Libguides for our old catalog:

[cid:image001.jpg@01D02A8F.88DF2640]


We used a search form with html for the above:

http://libcat.asburyseminary.edu/uhtbin/cgisirsi/x/0/0/57/5/?user_id=ACWEB";
 method="post" name="searchform" target="_blank">
 



Find Books:  
 
 
KeywordAuthor
Title
Subject
Series
Periodical 
Title  

Library:  
ALLKinlaw 
Library
KY LibrariesSeminary 
Libraries
FL Libraries 

  Anyone have any ideas / suggestions / thoughts for how to make this work for 
Evergreen?   Or is there code out there that is better / nicer / cleaner?

Thanks!

Jennifer
--
Jennifer Walz, MLS - Head ILS Guru
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] Widgets on web for searching evergreen catalog?

[Walz, Jennifer]

Jane,

Beautiful!   Thanks.  That is what I needed.   I will see what I can adapt to 
make work.

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 Jane 
Sandberg
Sent: Wednesday, January 07, 2015 11:57 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Widgets on web for searching evergreen catalog?

Hi Jennifer,
Here's a very basic HTML widget for searching our consortium's catalog.  You 
may need to add fields and style it according to your needs, but perhaps this 
will get you started: https://gist.github.com/sandbergja/a2c00edff534689bab36
You can also get a lot of this HTML from your Evergreen catalog itself.  For 
example, if you wanted to include a dropdown list of libraries in your widget, 
you can simply copy the HTML that appears between lines 116-183 in the source 
of your catalog's main page (http://evergreen.asbury.edu/eg/opac/home/AU -- 
press Ctrl + U to get to the HTML source in Firefox).

  -Jane

On Wed, Jan 7, 2015 at 7:47 AM, Walz, Jennifer 
mailto:jlw...@asbury.edu>> wrote:
All –

Has anyone created a “widget” or a separate mini search box for their catalog 
on any of their web pages?   Is there standard widget code someplace?   Could 
someone send me some examples?

Something like this which we used on our Libguides for our old catalog:

[cid:image001.jpg@01D02A8F.9E18A6D0]


We used a search form with html for the above:

http://libcat.asburyseminary.edu/uhtbin/cgisirsi/x/0/0/57/5/?user_id=ACWEB";
 method="post" name="searchform" target="_blank">
 



Find Books:  
 
 
KeywordAuthor
Title
Subject
Series
Periodical 
Title  

Library:  
ALLKinlaw 
Library
KY LibrariesSeminary 
Libraries
FL Libraries 

  Anyone have any ideas / suggestions / thoughts for how to make this work for 
Evergreen?   Or is there code out there that is better / nicer / cleaner?

Thanks!

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




--
Jane Sandberg
Electronic Resources Librarian
Linn-Benton Community College
sand...@linnbenton.edu<mailto:sand...@linnbenton.edu> / 541-917-4655

[OPEN-ILS-GENERAL] Workstation names at login and Windows logins

[Walz, Jennifer]

All -

  I believe I saw something about this during the summer maybe, but can't seem 
to find it in the archives.

  We are an academic institution and even though we have one workstation at a 
service point (circulation mostly) there are MANY student workers throughout 
the day.  At two of our service points, they do not have one generic Windows 
login for that computer, because our IT dept requires that EACH person login to 
the computer / network each time to use that computer.

  So.  Is there a way to set up Evergreen to use a generic workstation name / 
login  combo?   I saw something about a profile manager and I have been using 
that to set up profiles for staff who need to login at different "libraries" in 
our consortium.  But can that profile manager work for all WINDOWS logins on a 
computer??  Can you set up the profiles in a generic folder on the computer 
that is used by all users?Maybe the Evergreen client installation can be 
installed in such a way to be available to all users?How do we do that?

Or is there another method?   I would really like to know.   Right now we are 
having to set up a workstation name for EACH user that logs into the computer 
at a service point.  This is getting a little much - one service point has 12 
student workers.And each semester some of them may come or go.

  IF there is any advice on this, I am most grateful!

Thanks!

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

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 
mailto: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

Re: [OPEN-ILS-GENERAL] Ditch the "Bib Call Number" search?

[Walz, Jennifer]

Don et al –

The only trouble I see is that it might give you a different kind of list as a 
result?   I would much prefer the choice between a list and a “shelf view” 
perhaps - even though it is doing the same kind of search.   The Shelf View 
annoys me because of the way it presents the data.It IS necessary to keep 
some kind of call number search though.

  As to the “bib call number” search – what is it actually searching?   Is it 
only searching the 092 of the marc record?   Or all of the call number fields 
in the marc?   Is it trying to do a keyword exact match??In our case, I 
have not been able to achieve a successful search using that option.   It 
always returns an error.  So, either it is not configured for dewey or it is 
not searching the correct data, or I am doing something wrong.   But I would be 
curious to know how it is SUPPOSED to work.

Jennifer
--
Jennifer Walz, MLS - Head of ILS stuff
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 Donald 
Butterworth
Sent: Tuesday, January 13, 2015 2:00 PM
To: Evergreen Discussion Group
Subject: [OPEN-ILS-GENERAL] Ditch the "Bib Call Number" search?

Colleagues,
In a recent Evergreen for Academics meeting a suggestion was made to eliminate 
the "Bib Call Number" search from the Search Input drop-down menu in Advanced 
Search.

This should not be confused with the "Call Number (Shelf Browse)" found in the 
Numeric Search drop-down menu.
Is there anyone who uses the "Bib Call Number" search?
Are there any objections to removing "Bib Call Number" in future releases?
Is there any interest in adding the "Call Number (Shelf Browse)" search to the 
"Browse for:" drop-down list on the Browse the Catalog screen?

Thanks for your input!
Don
--
Don Butterworth
Faculty Associate / Librarian III
B.L. Fisher Library
Asbury Theological Seminary
don.butterwo...@asburyseminary.edu
(859) 858-2227

[OPEN-ILS-GENERAL] FW: Group and User permissions

[Walz, Jennifer]

All -

See my previous message below that no one replied to.   Any thoughts?

I also have some follow up questions.

  For instance.  When I assign a user to a "staff" account - does not matter 
what kind - it looks to me like several blanket types of permissions are 
automatically granted.   Even if no group permission are assigned to that 
group, when I go to the user permission editor, there are several basic boxes 
checked.   Such as "create_user" and "update_user".  However, when I assign 
a user to a "Patron" account, those permissions are NOT granted automatically.  
 Why is this?   What settings controls what default and blanket permissions are 
given to what types of users in the system?

  Second, I have no problem with the defaults being assigned, but I would like 
to know what they are for each group so I can understand what other permissions 
need to be added.   What I really want is I would REALLY like to remove some of 
them from individuals assigned to that group.   So, for instance, I have a 
staff user that is assigned to a staff category of "volunteer".  All good.   
But then maybe one or two of the users in that volunteer category really should 
NOT be able to create, view, or update any user accounts.   When I go into the 
user permission editor for those users, I CANNOT REMOVE THAT PERMISSION!   I am 
appalled.   Why is this?I get that maybe it is a default setting for that 
group of users, but in each user editor, shouldn't I be able to remove it if I 
would like?But nothing I do will let me make this change.  Is this a bug?  
Is this the way it is supposed to work?  If not, how do I make it work the way 
I would like?

  Some assistance with group and user permissions would be very much 
appreciated.   So far, it has befuddled me endlessly.

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

From: Evergreen-admin [mailto:evergreen-admin-boun...@list.evergreen-ils.org] 
On Behalf Of Walz, Jennifer
Sent: Wednesday, December 03, 2014 4:56 PM
To: evergreen-ad...@list.evergreen-ils.org
Subject: [Evergreen-admin] Group and User permissions


All -

  Ok.  I'm new but I am seeing some weird things and I am not sure if this is 
how the system works, or if there is something I am missing.

  We are on 2.6.1 in case that matters.

  So, as I understand it, you can set group permissions and assign a bunch of 
people to that profile (group) and they all have certain rights to do certain 
things.   I thought that maybe the user permissions were then available in case 
you might have one user or two in a group to ADD or DELETE certain permissions. 
   Is that not the case?   We might like to have maybe student workers all be 
"circulators" but one or two are given special permissions to work with 
cataloging or serials or such.Am I understanding this correctly?If we 
wanted to assign a "circulator" special elevated user permission for updating 
item records, I should be able to go into their patron record, open the user 
permission editor and assign them update_item_record (or some such).   Right?

Well, the problem is that we are trying to do something like that for several 
different pre-assigned groups and it is not working.   For the "volunteer" 
group for instance.  I have assigned several users in our system to that 
profile, but one or two need modifications.  When I go to that patron record, 
into the user permission editor, everything is greyed out and it won't let me 
change anything.   One or two permissions listed there I would like to remove 
(like Admin Toolbar!  What? For volunteers?) or even change the level at which 
they have permission.   Nope.  No dice.And where is that admin toolbar 
thing set anyway?Who gave volunteers that permission?  It is not listed in 
the group permissions editor.(they can also see and edit the Library 
Settings!)

  So, why can I change some user permissions for patrons (I am having no 
trouble with our "catalogers"), but others are all sort of fuzzed out and won't 
let me add or delete anything in the user permission editor.  I can check a box 
and click save but nothing happens.   Do I have to start all over and just 
create all new groups first??   (and I AM the admin and logged in as such when 
trying all of this)

  Thanks for any insights you have.

Jennifer

--
Jennifer Walz, MLS - Head ILS Monkey
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] 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+32&format=list&callNumberSearch=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=159387&searchId=1026&recPointer=7&recCount=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] 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.com
 | web:  http://www.esilibrary.com


On Tue, Jan 20, 2015 at 2:30 PM, Hardy, Elaine 
mailto: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

404.235.7128
404.235.7201, fax
eha...@georgialibraries.org
www.georgialibraries.org
www.georgialibraries.org/pines

From: 
open-ils-general-boun...@list.georgialibraries.org
 
[mailto:open-ils-general-boun...@list.georgialibraries.org]
 On Behalf Of 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, 
mailto: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.ca
Telephone | Téléphone 613-762-5443
Facsimile | Télécopieur 613-951-0939
Governmen

[OPEN-ILS-GENERAL] Real mystery - is it a bug?

[Walz, Jennifer]

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.edu

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.org<mailto: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.org<mailto: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.edu<mailto:jlw...@asbury.edu>

[OPEN-ILS-GENERAL] Deleted items in the system

[Walz, Jennifer]

All -

Ok.  A secondary question to my previous query.WHY do deleted items remain 
in the system?And do they take up space on the server?  Is there a way to 
purge them? Is there a time frame that can be set for them to disappear for 
good?

  Why is it that we need to set a check box on all reports to exclude them?   
Seems to me that you would have that checked by default and only UN-check it 
when you needed to see deleted items.   Is it backwards?

Thanks!

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

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.edu<mailto:jlw...@asbury.edu>




--

Kathy Lussier

Project Coordinator

Massachusetts Library Network Cooperative

(508) 343-0128

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

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

[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] Search URL's for evergreen opac

[Walz, Jennifer]

All –

Beautiful!That is exactly what I needed.   Is this posted someplace in the 
main Evergreen documentation?   I believe that this is pretty basic and should 
be.

  Our new profile is here:  http://www.worldcat.org/registry/Opac/1123

Thanks!

Jennifer

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Dan 
Scott
Sent: Tuesday, February 03, 2015 4:24 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Search URL's for evergreen opac

On Tue, Feb 3, 2015 at 4:05 PM, Walz, Jennifer 
mailto:jlw...@asbury.edu>> wrote:
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

The minimum you need is:

ISBN: 
http://evergreen.asbury.edu/eg/opac/results?qtype=identifier|isbn&query=99
ISSN: 
http://evergreen.asbury.edu/eg/opac/results?qtype=identifier|issn&query=-
OCLC number: 
http://evergreen.asbury.edu/eg/opac/results?qtype=identifier|scn&query=99
(where "9" stands in for the actual number)
You can view our WorldCat Registry configuration page at 
http://www.worldcat.org/registry/Opac/87164
Dan

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.edu<mailto:jlw...@asbury.edu>




--

Kathy Lussier

Project Coordinator

Massachusetts Library Network Cooperative

(508) 343-0128

kluss...@masslnc.org<mailto: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

Re: [OPEN-ILS-GENERAL] user passwords for accounts - default?

[Walz, Jennifer]

All -

 I second Kathy's idea.   That is how it would be best if it worked.   

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: Wednesday, February 04, 2015 8:37 PM
To: open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] user passwords for accounts - default?

Only tangentially-related, but I would feel more comfortable supporting a 
feature like the one Jennifer described with one common password and would feel 
better about the phone number password that already exists as a feature in 
Evergreen if the catalog regained the ability to check for password strength at 
login.

https://bugs.launchpad.net/evergreen/+bug/1013786

I understand the reasons behind providing a simple password at registration 
that is easy for users to remember, but we essentially are giving users a weak 
password. Although some users may take the initiative to change their 
passwords, I'm guessing many just stick with the password they are given. 
Forcing them to change their passwords upon the first login would allow us to 
provide a convenient, easy-to-remember password at registration while also 
ensuring that a stronger password is ultimately required to access the account.

Kathy

On 02/04/2015 07:06 PM, Walz, Jennifer wrote:
> 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 automati

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.edu
(859) 858-2227



--

Kathy Lussier

Project Coordinator

Massachusetts Library Network Cooperative

(508) 343-0128

kluss...@masslnc.org

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

[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.com<mailto:mi...@esilibrary.com>
 | web:  http://www.esilibrary.com


On Thu, Feb 26, 2015 at 4:05 PM, Walz, Jennifer 
mailto: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. 2269
jlw...@asbury.edu<mailto: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 x101

terl...@biblio.org



Chris Sharp, Georgia PINES

2009 and 2011 Host

PINES System Administrator

(404) 235-7147

csh...@georgialibraries.org

To be considered, please email your proposals to
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.org

[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

[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

Re: [OPEN-ILS-GENERAL] Hourly Due Dates and Fines Ignore Closings

[Walz, Jennifer]

All –

We have seen this problem as well and our only work-around at this point is to 
waive the fines for any items brought back the next day first thing.   Or for 
items waiting in the bookdrop.  And we try to pay attention the due time at 
checkout if it is close to closing.

  We try to give our students the benefit of the doubt, and our circ workers 
try to be diligent in checking this, but it would really be better for everyone 
if the system would calculate it all correctly.

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 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Michele Morgan
Sent: Wednesday, April 01, 2015 4:10 PM
To: Evergreen List
Subject: [OPEN-ILS-GENERAL] Hourly Due Dates and Fines Ignore Closings

We are wondering how other libraries are working around this bug:

https://bugs.launchpad.net/evergreen/+bug/1064679

In short, for hourly loan periods and fine rates, library closings are ignored 
in the calculation of due dates and fines. Fines are charged even though the 
org unit setting to charge fines when the library is closed 
(circ.fines.charge_when_closed) is set to FALSE.

Our academic libraries circulate reserve items for a few hours at a time and 
charge substantial fines by the hour. This bug results in items being due after 
the library closes, and fines accruing prior to the library's opening that must 
be identified and cleared.

How are other libraries managing this?

Thanks for any input,
Michele
--
Michele M. Morgan, Technical Assistant
North of Boston Library Exchange, Danvers Massachusetts
mmor...@noblenet.org

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  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] 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

[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] 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] 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] 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

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  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

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 
mailto: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 
mailto: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. 2269
jlw...@asbury.edu<mailto: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. Lewis<http://www.goodreads.com/author/show/1069006.C_S_Lewis>



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

[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] 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

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.org<mailto:mmor...@noblenet.org>


On Thu, Jul 23, 2015 at 4:40 PM, Walz, Jennifer 
mailto: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. 2269
jlw...@asbury.edu<mailto:jlw...@asbury.edu>


-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 Kathy Lussier
Sent: Thursday, July 23, 2015 4:29 PM
To: 
open-ils-general@list.georgialibraries.org<mailto: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 

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

[Walz, Jennifer]

One Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269
jlw...@asbury.edu<mailto: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.org<mailto:mmor...@noblenet.org>


On Thu, Jul 23, 2015 at 4:40 PM, Walz, Jennifer 
mailto: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. 2269
jlw...@asbury.edu<mailto:jlw...@asbury.edu>


-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 Kathy Lussier
Sent: Thursday, July 23, 2015 4:29 PM
To: 
open-ils-general@list.georgialibraries.org<mailto: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<mailto:kluss...@masslnc.org>
Twitter: http://www.twitter.com/kmlussier

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 
mailto: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: 570-207-2379
Fx: 570-348-3020
Email: 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. 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] 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 
mailto: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

404.235.7128
404.235.7201, fax
eha...@georgialibraries.org<mailto:eha...@georgialibraries.org>
www.georgialibraries.org<http://www.georgialibraries.org>
www.georgialibraries.org/pines<http://www.georgialibraries.org/pines>

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: 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 
mailto: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. 2269
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: 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. Lewis<http://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 
mailto: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: 978-557-5891
Email: 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. Lewis

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.com<mailto:mi...@esilibrary.com>
 | web:  http://www.esilibrary.com


On Wed, Aug 5, 2015 at 10:35 AM, Walz, Jennifer 
mailto: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. 2269
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: 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 
mailto: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: 978-557-5891
Email: jstephen...@mvlc.org<mailto: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. Lewis<http://www.goodreads.com/author/show/1069006.C_S_Lewis>

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

[Walz, Jennifer]

Martha,

 Thank you for an example.   I should try to give more myself.  :-)

  But there is a bit of a flaw of logic in what you are stating - at least from 
our perspective.   For almost ALL items we delete, we do check the circ history 
first.   MOST items we do delete are items that have NOT circulated.   Ergo, 
they will not have any data in the circ table.  Or should not.  Also, we do not 
care about historical data really longer than about 1 year ago.  Maybe 2 years 
at best.  And certainly not for items we have deleted.   Because we have 
deleted them with purpose, we don't need them to still be hanging around in the 
background cluttering up the data for actual, real, current, on-the-shelf 
books.   It now really bugs me that deleted items are messing up my stats about 
circulation as well.   

  In the case of lost, damaged or really old books, if they are deleted, I 
don't care how they circulated prior to deletion.   They were well used 
obviously, but it is of no concern after it is removed.  

 However, I DO see these concerns are real for other situations.   We don't 
want to impose our concerns over those of others.   That is why I think it 
would be good to have an OPTION to fully and completely delete records with 
impunity. It could even be something that is done in batches AFTER all 
stats and data have been retrieved that is needed.That way, you can be sure 
to have full knowledge of what you are doing, but in the end, your system is 
cleaned of all the drek.

   Here is an example that just presented itself where I would be very 
concerned if all the data hung around our system for all eternity.   We have 
just now completed entering in items to a "collection" of materials that might 
be considered on any other campus to be a department library.  We are doing 
this as an experiment and don't know how long it will last.  We did it out of 
courtesy to another academic department on campus.   They house the materials 
in another building that only their students use.  Most of their materials are 
pamphlets or flyers or other things of that kind.But when they decide that 
they don't want to use our catalog any more, or want to get rid of all or most 
of their items, then what?   They will still all be hanging around in the 
background forever?They will count in our circulation stats?I'd rather 
not.If they get removed, I'd like them to be removed completely and 
permanently.   Never to be seen or heard from again.  

  Thanks!

Jennifer
-- 
Jennifer Walz, MLS - Head of ILS Confundity
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: Thursday, August 06, 2015 11:15 AM
To: open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] Deleting Patron Accounts - AND books?

Hi Jennifer,
The way the system is currently designed, the expectation is that the copy data 
will be available even if the people want to delete a record.

The circulation tables records each circulation transaction.  That table is 
used in reports that need to count circulation statistics.  The table does not 
record specific information about the copy that was circulated, but it does 
point back to the specific copy.

Let's say a professor wants to know how the eastern religion books circulated 
over the last 5 years.  Maybe the college put some money into that program and 
bought a lot of material.  Maybe some of the copies were damaged or lost and 
removed from the collection over the span of that 5 years.  If the copies are 
gone when you run a circulation report, you won't be able to count by things 
like copy call number or copy statistical category.  That data would have been 
removed with the copy. 
  The same is true for bibliographic data.  If the circulation transaction 
can't find the original bib, then categorizing your statistics by bib data 
won't be possible. The circulations will still be present in that table, but 
drilling down to specific details will be lost.

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

On 8/6/2015 9:39 AM, Walz, Jennifer wrote:
> 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) J
>
>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? 

[OPEN-ILS-GENERAL] Holds? What are the correct settings?

[Walz, Jennifer]

All -

  We are stumped.Holds just don't seem to work.   They don't seem to "set". 
  In other words, I think I have all the settings correct in the system, but 
when we actually try to place a hold on any item, we just get nothing.  The 
system reloads the screen.   No hold is placed.It doesn't seem to "take".   
  We have tried it in the staff view, and in the public opac.We have also 
tried it from the patron record.  No dice.

  Am I missing something?   What are the specific settings that need to be in 
place?  Maybe we have something turned off that should be turned on?

We are currently on Evergreen 2.8.1

  Any assistance is greatly appreciated!

Thanks!

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

Re: [OPEN-ILS-GENERAL] Holds? What are the correct settings?

[Walz, Jennifer]

Rogan,

Nope.  No messages.No indication that anything is wrong.  Just no hold 
placed.

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 Rogan 
Hamby
Sent: Wednesday, August 26, 2015 11:41 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Holds? What are the correct settings?

You don't get any message of any kind?  Not even a hold not successfully placed 
message of some kind?

On Wed, Aug 26, 2015 at 11:12 AM, Walz, Jennifer 
mailto:jlw...@asbury.edu>> wrote:
All –

  We are stumped.Holds just don’t seem to work.   They don’t seem to “set”. 
  In other words, I think I have all the settings correct in the system, but 
when we actually try to place a hold on any item, we just get nothing.  The 
system reloads the screen.   No hold is placed.It doesn’t seem to “take”.   
  We have tried it in the staff view, and in the public opac.We have also 
tried it from the patron record.  No dice.

  Am I missing something?   What are the specific settings that need to be in 
place?  Maybe we have something turned off that should be turned on?

We are currently on Evergreen 2.8.1

  Any assistance is greatly appreciated!

Thanks!

Jennifer
--
Jennifer Walz, MLS - Head of ILS Munificence
Kinlaw Library -  Asbury University
One Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269
jlw...@asbury.edu<mailto: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. Lewis<http://www.goodreads.com/author/show/1069006.C_S_Lewis>

Re: [OPEN-ILS-GENERAL] Holds? What are the correct settings?

[Walz, Jennifer]

Rogan,

Yes.   We have also tried every variation of volume hold and copy hold.   
Nothing seems to work.  And it is not just with one person, but all patrons.  
We have tried students, staff, faculty etc.

  Not sure if I have checked this:  Org Unit is not a hold pickup library
But I will now.

Keep the ideas coming.   I’m figuring we just don’t have all the settings in 
alignment.  But there could be something else going on too.

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 Rogan 
Hamby
Sent: Wednesday, August 26, 2015 12:02 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Holds? What are the correct settings?

And, you've probably already checked this, but you've checked the account and 
made sure a hold isn't placed, it's not just not showing in the TPAC?

On Wed, Aug 26, 2015 at 11:52 AM, Walz, Jennifer 
mailto:jlw...@asbury.edu>> wrote:
Rogan,

Nope.  No messages.No indication that anything is wrong.  Just no hold 
placed.

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>

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: Wednesday, August 26, 2015 11:41 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Holds? What are the correct settings?

You don't get any message of any kind?  Not even a hold not successfully placed 
message of some kind?

On Wed, Aug 26, 2015 at 11:12 AM, Walz, Jennifer 
mailto:jlw...@asbury.edu>> wrote:
All –

  We are stumped.Holds just don’t seem to work.   They don’t seem to “set”. 
  In other words, I think I have all the settings correct in the system, but 
when we actually try to place a hold on any item, we just get nothing.  The 
system reloads the screen.   No hold is placed.It doesn’t seem to “take”.   
  We have tried it in the staff view, and in the public opac.We have also 
tried it from the patron record.  No dice.

  Am I missing something?   What are the specific settings that need to be in 
place?  Maybe we have something turned off that should be turned on?

We are currently on Evergreen 2.8.1

  Any assistance is greatly appreciated!

Thanks!

Jennifer
--
Jennifer Walz, MLS - Head of ILS Munificence
Kinlaw Library -  Asbury University
One Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269
jlw...@asbury.edu<mailto: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. Lewis<http://www.goodreads.com/author/show/1069006.C_S_Lewis>



--

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. Lewis<http://www.goodreads.com/author/show/1069006.C_S_Lewis>

Re: [OPEN-ILS-GENERAL] Holds? What are the correct settings?

[Walz, Jennifer]

Michele,

I think you win the prize!   This was most likely the problem.  Who knew??

Thank you very much!   We have changed this setting and now we can “place” a 
hold.  I got an error message this time about this copy not being suitable for 
a hold.  But that could be overridden.   Nice.

  Now we will test with several types of materials to make sure all of our 
other settings are correct.   Any more advice?   What other settings need to be 
in place for …?Copy locations?   Material types?   Item status? I’d 
like to make sure the stars align correctly.

Thanks!

Jennifer
Asbury University
Wilmore, KY  40390

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Michele Morgan
Sent: Wednesday, August 26, 2015 12:15 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Holds? What are the correct settings?

Hi Jennifer,
We have seen this behavior if the library setting "Org Unit is not a hold 
pickup library" is set for a certain library, and that library is a patron's 
preferred pickup location. The particular library appears greyed out in the 
dropdown menu for pickup library, but can be loaded by default from the 
patron's preferences. Try changing the pickup location to see if that's the 
problem.
Here is a Launchpad bug:

https://bugs.launchpad.net/evergreen/+bug/1477154
Hope this helps,
Michele

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


On Wed, Aug 26, 2015 at 12:01 PM, Rogan Hamby 
mailto:rogan.ha...@yclibrary.net>> wrote:
And, you've probably already checked this, but you've checked the account and 
made sure a hold isn't placed, it's not just not showing in the TPAC?

On Wed, Aug 26, 2015 at 11:52 AM, Walz, Jennifer 
mailto:jlw...@asbury.edu>> wrote:
Rogan,

Nope.  No messages.No indication that anything is wrong.  Just no hold 
placed.

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>

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: Wednesday, August 26, 2015 11:41 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Holds? What are the correct settings?

You don't get any message of any kind?  Not even a hold not successfully placed 
message of some kind?

On Wed, Aug 26, 2015 at 11:12 AM, Walz, Jennifer 
mailto:jlw...@asbury.edu>> wrote:
All –

  We are stumped.Holds just don’t seem to work.   They don’t seem to “set”. 
  In other words, I think I have all the settings correct in the system, but 
when we actually try to place a hold on any item, we just get nothing.  The 
system reloads the screen.   No hold is placed.It doesn’t seem to “take”.   
  We have tried it in the staff view, and in the public opac.We have also 
tried it from the patron record.  No dice.

  Am I missing something?   What are the specific settings that need to be in 
place?  Maybe we have something turned off that should be turned on?

We are currently on Evergreen 2.8.1

  Any assistance is greatly appreciated!

Thanks!

Jennifer
--
Jennifer Walz, MLS - Head of ILS Munificence
Kinlaw Library -  Asbury University
One Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269
jlw...@asbury.edu<mailto: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. Lewis<http://www.goodreads.com/author/show/1069006.C_S_Lewis>



--

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. Lewis<http://www.goodreads.com/author/show/1069006.C_S_Lewis>

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

[Walz, Jennifer]

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. 2269
jlw...@asbury.edu

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

[Walz, Jennifer]

Rogan,

Funny thing is, I thought I had a blanket policy for everything. And I 
don’t think we have any other policies for anything else specific.  I will 
check again though.

  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 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 
mailto: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. 2269
jlw...@asbury.edu<mailto: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. Lewis<http://www.goodreads.com/author/show/1069006.C_S_Lewis>

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

[Walz, Jennifer]

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. 2269
jlw...@asbury.edu

From: Open-ils-general 
[mailto: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 
mailto: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. 2269
jlw...@asbury.edu<mailto: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. Lewis<http://www.goodreads.com/author/show/1069006.C_S_Lewis>

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.org<mailto:mmor...@noblenet.org>


On Wed, Aug 26, 2015 at 3:36 PM, Walz, Jennifer 
mailto: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. 2269
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: 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 
mailto: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. 2269
jlw...@asbury.edu<mailto: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. Lewis<http://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] 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 
mailto:don.butterwo...@asburyseminary.edu>> 
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 
mailto:stomp...@exchange.larl.org>> 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 
mailto:sc...@albright.org>> 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 
mailto:open-ils-general@list.georgialibraries.org>>
Subject: Re: [OPEN-ILS-GENERAL] Spine & Pocket label printing - Circulation Set

[OPEN-ILS-GENERAL] ERROR when trying to "bill a patron"

[Walz, Jennifer]

All -

Why are we getting this error message??

!! This software has encountered an error.  Please tell your friendly system 
administrator or software developer the 
following:\npatron/bill_wizard.xul\nTypeError: billing_list.sort(function (a, 
b) {if (a.name() > b.name()) {return 1;}if (a.name() < b.name()) {return 
-1;}return 0;})[0] is undefined\n

And then when we say ok, we get this one too:

Please open a helpdesk ticket and include the following text:

Mon Oct 19 2015 15:29:04 GMT-0400 (Eastern Daylight Time)

bill_wizard


{
"fileName":"oils://remote/xul/rel_2_8_2/server/patron/bill_wizard.js",
"lineNumber":188
}
!! This software has encountered an error.  Please tell your friendly system 
administrator or software developer the 
following:\npatron/bill_wizard.xul\nTypeError: 
window.bill_wizard_event_listeners is undefined\n

What does this mean and how do we fix it??

Thanks!

Jennifer

--
Jennifer Walz, MLS - Head of Research & Distance Services
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 Holly 
Brennan
Sent: Friday, October 16, 2015 9:30 PM
To: Evergreen Discussion Group (open-ils-general@list.georgialibraries.org)
Subject: [OPEN-ILS-GENERAL] upgrade from 2.7.3 to 2.9.0

Do I want to run the script from 2.8.3 to 2.8.4, or just 2.8.3 to 2.9.0?

Thanks!

-Holly

Holly Brennan
Library Technology Specialist
Homer Public Library, Alaska

hbren...@cityofhomer-ak.gov
907-235-3180 (main)
907-435-3154 (direct)

[OPEN-ILS-GENERAL] ERROR when trying to "bill a patron"

[Walz, Jennifer]

All -

Why are we getting this error message??

!! This software has encountered an error.  Please tell your friendly system 
administrator or software developer the 
following:\npatron/bill_wizard.xul\nTypeError: billing_list.sort(function (a, 
b) {if (a.name() > b.name()) {return 1;}if (a.name() < b.name()) {return 
-1;}return 0;})[0] is undefined\n

And then when we say ok, we get this one too:

Please open a helpdesk ticket and include the following text:

Mon Oct 19 2015 15:29:04 GMT-0400 (Eastern Daylight Time)

bill_wizard


{
"fileName":"oils://remote/xul/rel_2_8_2/server/patron/bill_wizard.js",
"lineNumber":188
}
!! This software has encountered an error.  Please tell your friendly system 
administrator or software developer the 
following:\npatron/bill_wizard.xul\nTypeError: 
window.bill_wizard_event_listeners is undefined\n

What does this mean and how do we fix it??

Thanks!

Jennifer

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

[OPEN-ILS-GENERAL] ERROR when trying to "bill a patron"

[Walz, Jennifer]

All -

Why are we getting this error message??

!! This software has encountered an error.  Please tell your friendly system 
administrator or software developer the 
following:\npatron/bill_wizard.xul\nTypeError: billing_list.sort(function (a, 
b) {if (a.name() > b.name()) {return 1;}if (a.name() < b.name()) {return 
-1;}return 0;})[0] is undefined\n

And then when we say ok, we get this one too:

Please open a helpdesk ticket and include the following text:

Mon Oct 19 2015 15:29:04 GMT-0400 (Eastern Daylight Time)

bill_wizard


{
"fileName":"oils://remote/xul/rel_2_8_2/server/patron/bill_wizard.js",
"lineNumber":188
}
!! This software has encountered an error.  Please tell your friendly system 
administrator or software developer the 
following:\npatron/bill_wizard.xul\nTypeError: 
window.bill_wizard_event_listeners is undefined\n

What does this mean and how do we fix it??

Thanks!

Jennifer

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

Re: [OPEN-ILS-GENERAL] ERROR when trying to "bill a patron"

[Walz, Jennifer]

All -

  I have some how been "suspended" from the listserv for a few days.  I keep 
getting notices and I keep "reauthorizing" my listserv access.

So, I have missed any messages from Sun until today I think.

  If you don't mind, can you resend?   Or maybe there is the archive   I 
don't know where it is though.

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 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Kathy 
Lussier
Sent: Tuesday, October 20, 2015 12:57 PM
To: open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] ERROR when trying to "bill a patron"

Hi Jennifer,

Erica Rohlfs from ESI sent you a response via the list earlier today.


Good Morning Jennifer,

Will you please step us through the workflow that you were attempting to 
perform when you received this error? Was it when you clicked Bill Patron or 
was there more involved with the workflow/patron account?

Thank You,
Erica

If we have more information on the workflow, we might be in a better position 
to help out.

Thanks!
Kathy

On 10/20/2015 12:39 PM, Walz, Jennifer wrote:

All -

Why are we getting this error message??

!! This software has encountered an error.  Please tell your friendly system 
administrator or software developer the 
following:\npatron/bill_wizard.xul\nTypeError: billing_list.sort(function (a, 
b) {if (a.name() > b.name()) {return 1;}if (a.name() < b.name()) {return 
-1;}return 0;})[0] is undefined\n

And then when we say ok, we get this one too:

Please open a helpdesk ticket and include the following text:

Mon Oct 19 2015 15:29:04 GMT-0400 (Eastern Daylight Time)

bill_wizard


{
"fileName":"oils://remote/xul/rel_2_8_2/server/patron/bill_wizard.js",
"lineNumber":188
}
!! This software has encountered an error.  Please tell your friendly system 
administrator or software developer the 
following:\npatron/bill_wizard.xul\nTypeError: 
window.bill_wizard_event_listeners is undefined\n

What does this mean and how do we fix it??

Thanks!

Jennifer

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




--

Kathy Lussier

Project Coordinator

Massachusetts Library Network Cooperative

(508) 343-0128

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

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

Re: [OPEN-ILS-GENERAL] ERROR when trying to "bill a patron"

[Walz, Jennifer]

All -



Thanks!



  I will try to indicate the workflow.



  This occurs for any patron (mostly we have tested students, because they are 
those that actually GET fines). It occurs when we either click on the "bill 
patron" button or try to click "add billing" under the history.   First 
thing it asks BEFORE we get the error, is "are you sure..."We say Yes of 
course.  Then the error comes up.   When we click ok to the error, we then get 
what seems like a legit bill screen to fill out:

[cid:image001.jpg@01D10B3A.57E88540]



  Then, when we fill it out, we get the second error message.Ultimately, 
nothing happens.  No bill is created.



Anyone know why the “location” box is empty?   Or why we cannot add anything to 
that box?



  This is very weird.   What can we check or fix?Looks like it is 
referencing something on the server.



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 Ben 
Shum
Sent: Tuesday, October 20, 2015 1:12 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] ERROR when trying to "bill a patron"



Hi Jennifer,



The main page for every mailing list usually has a link to the archives for 
that list.  For example:

http://libmail.georgialibraries.org/mailman/listinfo/open-ils-general

will lead you to a link for

http://libmail.georgialibraries.org/pipermail/open-ils-general/



Kathy quoted Erica's question in her reply... but basically we're looking to 
find out what steps you took in the client to reach the error you're seeing.  
It's helpful for troubleshooting to be able to try replicating the procedure 
that leads to a supposed error.



That all said, I was curious and checked line 188 of bill_wizard.js which is 
where the error is said to occur in your message.  That line seems to be 
looking for a user for a grocery bill.  Perhaps there is something wrong with 
the patron's bills that is being retrieved and a grocery bill is not being 
retrieved or looked up properly.  Does this error only occur on a specific 
user(s) or does it happen with every bill retrieval?



Perhaps it's a migration related problem with your data.



I'm not sure what's the best way to guide you to check on these technical 
factors without knowing more about your database.  And this forum might be 
limited in what we can suggest too.



-- Ben



>

>

> Hi Jennifer,

>

> Erica Rohlfs from ESI sent you a response via the list earlier today.

>

>

> Good Morning Jennifer,

>

>

>

> Will you please step us through the workflow that you were attempting

> to perform when you received this error? Was it when you clicked Bill

> Patron or was there more involved with the workflow/patron account?

>

>

>

> Thank You,

>

> Erica

>

>

> If we have more information on the workflow, we might be in a better

> position to help out.

>

> Thanks!

> Kathy

>

> On 10/20/2015 12:39 PM, Walz, Jennifer wrote:

>

>

>

> All –

>

>

>

> Why are we getting this error message??

>

>

>

> !! This software has encountered an error.  Please tell your friendly

> system administrator or software developer the

> following:\npatron/bill_wizard.xul\nTypeError:

> billing_list.sort(function (a, b) {if (a.name() > b.name()) {return

> 1;}if (a.name() < b.name()) {return -1;}return 0;})[0] is undefined\n

>

>

>

> And then when we say ok, we get this one too:

>

>

>

> Please open a helpdesk ticket and include the following text:

>

>

>

> Mon Oct 19 2015 15:29:04 GMT-0400 (Eastern Daylight Time)

>

>

>

> bill_wizard

>

>

>

>

>

> {

>

>

> "fileName":"oils://remote/xul/rel_2_8_2/server/patron/bill_wizard.js",

>

> "lineNumber":188

>

> }

>

> !! This software has encountered an error.  Please tell your friendly

> system administrator or software developer the

> following:\npatron/bill_wizard.xul\nTypeError:

> window.bill_wizard_event_listeners is undefined\n

>

>

>

> What does this mean and how do we fix it??

>

>

>

> Thanks!

>

>

>

> Jennifer

>

>

>

> --

> Jennifer Walz, MLS - Head of Research & Distance Services Kinlaw

> Library  - Asbury University

> 1 Macklem Drive, Wilmore, KY 40390

> 859-858-3511 ext. 2269

> jlw...@asbury.edu<mailto:jlw...@asbury.edu>

>

>

>

>

>

> --

>

> Kathy Lussier

>

> Project Coordinator

>

> Massachusetts Library Network Cooperative

>

> (508) 343-0128

>

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

>

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







--

Benjamin Shum

Evergreen Systems Manager

Bibliomation, Inc.

24 Wooster Ave.

Waterbury, CT 06708

203-577-4070, ext. 113

Re: [OPEN-ILS-GENERAL] ERROR when trying to "bill a patron"

[Walz, Jennifer]

Michelle,

Thanks!

  I did check on that.   We don’t have any for our particular library, but 
there are several for the whole consortium.Do we have to create / duplicate 
them or just have ANYTHING for OU individually?

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 
Morgan, Michele
Sent: Tuesday, October 20, 2015 1:20 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] ERROR when trying to "bill a patron"

Jennifer,

This may be a shot in the dark, but you may want to check under Admin -> Server 
Admin -> Billing Types to see if you have entries in there.
When adding a bill, there needs to be at least one billing type to choose.
Echoing what others have said, workflow steps might provide more clues.
Hope this helps,
Michele

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


On Tue, Oct 20, 2015 at 1:12 PM, Ben Shum 
mailto:bs...@biblio.org>> wrote:
Hi Jennifer,

The main page for every mailing list usually has a link to the
archives for that list.  For example:
http://libmail.georgialibraries.org/mailman/listinfo/open-ils-general
will lead you to a link for
http://libmail.georgialibraries.org/pipermail/open-ils-general/

Kathy quoted Erica's question in her reply... but basically we're
looking to find out what steps you took in the client to reach the
error you're seeing.  It's helpful for troubleshooting to be able to
try replicating the procedure that leads to a supposed error.

That all said, I was curious and checked line 188 of bill_wizard.js
which is where the error is said to occur in your message.  That line
seems to be looking for a user for a grocery bill.  Perhaps there is
something wrong with the patron's bills that is being retrieved and a
grocery bill is not being retrieved or looked up properly.  Does this
error only occur on a specific user(s) or does it happen with every
bill retrieval?

Perhaps it's a migration related problem with your data.

I'm not sure what's the best way to guide you to check on these
technical factors without knowing more about your database.  And this
forum might be limited in what we can suggest too.

-- Ben

On Tue, Oct 20, 2015 at 1:00 PM, Walz, Jennifer 
mailto:jlw...@asbury.edu>> wrote:
> All –
>
>
>
>   I have some how been “suspended” from the listserv for a few days.  I keep
> getting notices and I keep “reauthorizing” my listserv access.
>
>
>
> So, I have missed any messages from Sun until today I think.
>
>
>
>   If you don’t mind, can you resend?   Or maybe there is the archive….   I
> don’t know where it is though.
>
>
>
> 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<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
> Kathy Lussier
> Sent: Tuesday, October 20, 2015 12:57 PM
> To: 
> open-ils-general@list.georgialibraries.org<mailto:open-ils-general@list.georgialibraries.org>
> Subject: Re: [OPEN-ILS-GENERAL] ERROR when trying to "bill a patron"
>
>
>
> Hi Jennifer,
>
> Erica Rohlfs from ESI sent you a response via the list earlier today.
>
>
> Good Morning Jennifer,
>
>
>
> Will you please step us through the workflow that you were attempting to
> perform when you received this error? Was it when you clicked Bill Patron or
> was there more involved with the workflow/patron account?
>
>
>
> Thank You,
>
> Erica
>
>
> If we have more information on the workflow, we might be in a better
> position to help out.
>
> Thanks!
> Kathy
>
> On 10/20/2015 12:39 PM, Walz, Jennifer wrote:
>
>
>
> All –
>
>
>
> Why are we getting this error message??
>
>
>
> !! This software has encountered an error.  Please tell your friendly system
> administrator or software developer the
> following:\npatron/bill_wizard.xul\nTypeError: billing_list.sort(function
> (a, b) {if (a.name<http://a.name>() > b.name<http://b.name>()) {return 1;}if 
> (a.name<http://a.name>() < b.name<http://b.name>()) {return
> -1;}return 0;})[0] is und

Re: [OPEN-ILS-GENERAL] ERROR when trying to "bill a patron"

[Walz, Jennifer]

Kathy,

  When I look at the billing types in Admin, there are about 10 or so already 
there.   Of various types.   None were set up specifically for us, but I just 
added one for fun.  Most were set for the consortium level.   A few were for 
our other institution.

I don’t know about the permissions.   Do you mean the staff person trying to 
add the billing?  Or the person getting the billing added to their account?
I am admin and I get the error when I try to add a billing to a student patron. 
 I would assume that I should be able to add a billing to a patron, right?

  I thought these things were taken care of and I guess we have not set 
something in motion that we should have.But it seems to me that this is a 
new error.

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 Kathy 
Lussier
Sent: Tuesday, October 20, 2015 1:57 PM
To: open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] ERROR when trying to "bill a patron"

Hi Jennifer,

The billing types for the entire consortium should show up there? Does your 
user have permission to view the billing types?

Kathy
On 10/20/2015 01:47 PM, Walz, Jennifer wrote:
Michelle,

Thanks!

  I did check on that.   We don’t have any for our particular library, but 
there are several for the whole consortium.Do we have to create / duplicate 
them or just have ANYTHING for OU individually?

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<mailto:jlw...@asbury.edu>

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Morgan, Michele
Sent: Tuesday, October 20, 2015 1:20 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] ERROR when trying to "bill a patron"

Jennifer,

This may be a shot in the dark, but you may want to check under Admin -> Server 
Admin -> Billing Types to see if you have entries in there.
When adding a bill, there needs to be at least one billing type to choose.
Echoing what others have said, workflow steps might provide more clues.
Hope this helps,
Michele

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


On Tue, Oct 20, 2015 at 1:12 PM, Ben Shum 
mailto:bs...@biblio.org>> wrote:
Hi Jennifer,

The main page for every mailing list usually has a link to the
archives for that list.  For example:
http://libmail.georgialibraries.org/mailman/listinfo/open-ils-general
will lead you to a link for
http://libmail.georgialibraries.org/pipermail/open-ils-general/

Kathy quoted Erica's question in her reply... but basically we're
looking to find out what steps you took in the client to reach the
error you're seeing.  It's helpful for troubleshooting to be able to
try replicating the procedure that leads to a supposed error.

That all said, I was curious and checked line 188 of bill_wizard.js
which is where the error is said to occur in your message.  That line
seems to be looking for a user for a grocery bill.  Perhaps there is
something wrong with the patron's bills that is being retrieved and a
grocery bill is not being retrieved or looked up properly.  Does this
error only occur on a specific user(s) or does it happen with every
bill retrieval?

Perhaps it's a migration related problem with your data.

I'm not sure what's the best way to guide you to check on these
technical factors without knowing more about your database.  And this
forum might be limited in what we can suggest too.

-- Ben

On Tue, Oct 20, 2015 at 1:00 PM, Walz, Jennifer 
mailto:jlw...@asbury.edu>> wrote:
> All –
>
>
>
>   I have some how been “suspended” from the listserv for a few days.  I keep
> getting notices and I keep “reauthorizing” my listserv access.
>
>
>
> So, I have missed any messages from Sun until today I think.
>
>
>
>   If you don’t mind, can you resend?   Or maybe there is the archive….   I
> don’t know where it is though.
>
>
>
> 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<mailto:jlw...@asbury.edu>
>
>
>
> From: Open-ils-general
> [mailto:open-ils-general-boun...@list.georgialibraries.o

Re: [OPEN-ILS-GENERAL] ERROR when trying to "bill a patron"

[Walz, Jennifer]

All -

  Jason,  thank you very much for this info.  Very cool.   I'll remember to 
play with this another time.  :-)

  However, it appears that it was not needed.

  I had created a billing type SPECIFICALLY for our OU. Logged out and 
closed Evergreen.   Opened it back up to try your suggestion.   Didn't need it. 
  NOW our billing type shows up AND the Library name is populated in the 
"Library" field.   Interesting.

 So, the answer to my question:   Do you need billing types for EACH OU looks 
to be - yes.  NONE of the other billing types for the consortium level OR 
the other library show up.  Just the two that I created for our OU as dummies.  
Why is that?So, now do we need to make each of the ones at the 
consortium level ALSO duplicated at each of the OU levels?That seems really 
redundant.

  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 Jason 
Etheridge
Sent: Tuesday, October 20, 2015 2:06 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] ERROR when trying to "bill a patron"

Jennifer,

Here's another troubleshooting strategy:

In the staff client, use File -> New Window to open a second window, and then 
within that window use Admin -> For Developers -> JavaScript Console

Then go back to the first window and go all the way through your workflow but 
stop just _before_ clicking the Bill Patron button.

In the second window, click Clear within the javascript console.

Now back in the first window, click Bill Patron and stop there.

In the second window, note if any errors show up in the console.  You should 
see at least one "SyntaxError: missing = in XML attribute" and several "not 
well-formed" errors, but you can ignore those.  You may need to scroll the list 
to see all the entries.  If anything else shows up, right click on the entry 
and select Copy.  That'll put it in your clipboard and you can then paste and 
share it with us.  Repeat for additional entries.

If nothing shows up that, that could be useful information as well.

--
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] ERROR when trying to "bill a patron"

[Walz, Jennifer]

All –

Ok.  So even if I (global administrator) can’t see the billing types for the 
whole consortium, I need to make this ALSO available for the particular staff 
persons who will be adding bills?That seems a bit odd, I have to say.   Why 
are not all billing types available to all staff logins? Isn’t that rather 
logical? I CAN understand that certain staff levels would not be able to 
ADD a billing to a patron, but if they have permission to do that, why restrict 
them to the TYPES of billing that they can see.

  And it seems to me that a global admin should be able to blanket do 
everything right?   Why are some things still individually needing to be 
selected. Just a pet peeve of mine.  ☺

  In addition to that, the error message that it generated in this instance was 
completely NOT helpful.In future updates, would it be possible to have a 
more helpful error come up?   That would be very nice.

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 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Ben 
Shum
Sent: Tuesday, October 20, 2015 2:33 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] ERROR when trying to "bill a patron"


Hi Jennifer,

Your description of the issue definitely sounds like some sort of permission 
error to me. Like maybe the staff user account / group has a permission for 
view billing type but at the wrong depth, like library (2) instead of CONS (0). 
Something like that would possibly prevent you from seeing billing types for 
other org units in your setup over only seeing the ones set locally.

In our consortium setup, we do not define billing types per library, so I 
believe it may be presumptuous to assume that redundancy is normal behavior.

-- Ben

Sent from my Nexus 6
On Oct 20, 2015 2:20 PM, "Walz, Jennifer" 
mailto:jlw...@asbury.edu>> wrote:
All -

  Jason,  thank you very much for this info.  Very cool.   I'll remember to 
play with this another time.  :-)

  However, it appears that it was not needed.

  I had created a billing type SPECIFICALLY for our OU. Logged out and 
closed Evergreen.   Opened it back up to try your suggestion.   Didn't need it. 
  NOW our billing type shows up AND the Library name is populated in the 
"Library" field.   Interesting.

 So, the answer to my question:   Do you need billing types for EACH OU looks 
to be - yes.  NONE of the other billing types for the consortium level OR 
the other library show up.  Just the two that I created for our OU as dummies.  
Why is that?So, now do we need to make each of the ones at the 
consortium level ALSO duplicated at each of the OU levels?That seems really 
redundant.

  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<mailto:jlw...@asbury.edu>


-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 Jason Etheridge
Sent: Tuesday, October 20, 2015 2:06 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] ERROR when trying to "bill a patron"

Jennifer,

Here's another troubleshooting strategy:

In the staff client, use File -> New Window to open a second window, and then 
within that window use Admin -> For Developers -> JavaScript Console

Then go back to the first window and go all the way through your workflow but 
stop just _before_ clicking the Bill Patron button.

In the second window, click Clear within the javascript console.

Now back in the first window, click Bill Patron and stop there.

In the second window, note if any errors show up in the console.  You should 
see at least one "SyntaxError: missing = in XML attribute" and several "not 
well-formed" errors, but you can ignore those.  You may need to scroll the list 
to see all the entries.  If anything else shows up, right click on the entry 
and select Copy.  That'll put it in your clipboard and you can then paste and 
share it with us.  Repeat for additional entries.

If nothing shows up that, that could be useful information as well.

--
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

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

[Walz, Jennifer]

All -

Ok.  I've worked on this for a few days.  The permissions thing was vexing me, 
but I have sorted that out.   It seems that ALL staff had been assigned the 
View_Billing_Type for "system" only.   I fixed that.  I've set all staff to see 
for the "consortium".However, we STILL cannot see any of the billing types 
that are system-wide when we go to bill a patron.   Here is the full list in 
our system:

Name

OrgUnit

Overdue Materials

ASLAN

Long Overdue Coll Fee

ASLAN

Lost Materials

ATS

Lost Materials Proc Fee

ATS

System: Rental

ASLAN

System: Depost

ASLAN

Damaged Item

ASLAN

Damaged Item Proc Fee

ASLAN

Notification Fee

ASLAN

Long-Overdue Materials

ASLAN

Long-Overdue Mat Proc Fee

ASLAN

Library Loan

ATS

Processing Fee

ATS

Booksale

ATS

Adjust Bill

AU-KL

Misc Charge

AU-KL

Damaged Item

ASLAN


   I guess my question is, are these actually ALL system generated and 
therefore are not appropriate to "bill" a patron?   That would make sense to 
me.   And so, only the two that we have created from scratch for our OU will 
show up when we click the "bill patron" button.   But when I notice the others 
in the Billing Types list that have been probably created by our sister in the 
consortium (ATS), why don't those show up too when I "bill a patron"?

  If someone can make sense of this, I welcome the enlightenment.

Thanks!

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

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] Billing types - why can't I see them?

[Walz, Jennifer]

Jason,

Ah ha!  That helps a great deal.

Thank you very much!

Jennifer

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Jason 
Etheridge
Sent: Friday, October 23, 2015 5:07 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Billing types - why can't I see them?

> 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?
​​
Not definitively, because I don't have access to your system and don't know how 
it's configured.

This is what the stock billing types look like in
​a pristine test​
 database:

 id  | name  | owner | default_price
-+---+---+---
   1 | Overdue Materials | 1 |
   2 | Long Overdue Collection Fee   | 1 |
   3 | Lost Materials| 1 |
   4 | Lost Materials Processing Fee | 1 |
   5 | System: Deposit   | 1 |
   6 | System: Rental| 1 |
   7 | Damaged Item  | 1 |
   8 | Damaged Item Processing Fee   | 1 |
   9 | Notification Fee  | 1 |
  10 | Long-Overdue Materials| 1 |
  11 | Long-Overdue Materials Processing Fee | 1 |
 101 | Misc  | 1 |
​The 1 in the owner column refers to the Consortium in most instances.
​​  The Bill Patron interface will automatically filter out any of these that 
have internal id value less than 100.  So Misc will show up, but not the 
others.  The id column isn't visible in the Admin -> Server Administration -> 
Billing Types interface.

Now, the stock org hierarchy looks like this:

CONS -> SYS1 -> BR1
-> SL1
 -> BR2
 -> SYS2 -> BR3
-> BM1
 -> BR4

If I create a new billing type called Test, belonging to BR1, then I'll only 
see it in the Bill Patron interface if my workstation library is set to BR1 or 
SL1, even using a super account with the EVERYTHING permission.  If I login 
with a BR3 workstation, I'll only see the Misc billing type.

Does that help?

--
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] 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 
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] 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&p=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 
mailto:haderh...@ci.homer.ak.us>> 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 
mailto:medmond...@yorklibraries.org>> 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.

[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/

[OPEN-ILS-GENERAL] User persmissions - won't stick?

[Walz, Jennifer]

All -

Ok.  These things get me stumped from time to time and I just can't remember 
why this is the way it is.  Any advice is welcome.

So.  We have the circ staff at one of our branches getting a 
"view_user_transactions" error.   So, as far as I know, I should be able to go 
into  the user permission editor and change that permission from system to 
consortium and that would fix this right?

Problem is, it never STAYS.   I have even made changes to the permission group 
and it STILL does not get changed on the patron user permissions.   Why is 
this?  What am I missing?

It would be great to have some guidance.  I know it is something stupid that I 
have missed.

Thanks!

Jennifer

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

[OPEN-ILS-GENERAL] What templates are for acq in the EG custom templates folder?

[Walz, Jennifer]

All -

  Someone on our system seems to have moved or deleted the basic templates that 
we had when we set up the system.   These template were in the folder Shared 
Folders >> templates >> egadmin >> EG Custom Reports >> Acquisitions  Now 
they are completely gone.

  Is there a way anyone can let me know what the basic list of reports in that 
folder should be?   Where did they come from?   Are they part of the basic 
install with Evergreen?

We would really like to have them back.   We don't want to have to create 
everything from scratch one at a time.  :)

Thanks!

Jennifer

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

Re: [OPEN-ILS-GENERAL] What templates are for acq in the EG custom templates folder?

[Walz, Jennifer]

Chris,

 Thanks.   I've tried 'replacing' them into that folder with no success.   I 
fear that they are deleted by someone else in the system.  We are 
trying to re-construct and just want a list of what might be missing from the 
folder.   Could be that someone moved them (we are hopeful!)?If so, at 
least we could clone them into another folder that is shared by all.   

Jennifer  

-- 
Jennifer Walz, MLS - Head of ILS reporterdom
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 Chris 
Sharp
Sent: Tuesday, November 24, 2015 10:09 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] What templates are for acq in the EG custom 
templates folder?

Jennifer,

There's not a way to recover deleted templates (unless you have a database 
backup).  If you or your system administrator can login as the "egadmin" user, 
they may be there, but no longer in a shared folder.  At this point there 
aren't a base set of reports templates that come along with stock Evergreen.  
That's been a requested feature for many years now.

Hope that's helpful,

Chris


- Original Message -
> From: "Jennifer Walz" 
> To: "open-ils-general@list.georgialibraries.org" 
> 
> Sent: Tuesday, November 24, 2015 9:47:22 AM
> Subject: [OPEN-ILS-GENERAL] What templates are for acq in the EG custom   
> templates folder?
> 
> All -
> 
>   Someone on our system seems to have moved or deleted the basic templates
>   that we had when we set up the system.   These template were in the folder
>   Shared Folders >> templates >> egadmin >> EG Custom Reports >>
>   Acquisitions  Now they are completely gone.
> 
>   Is there a way anyone can let me know what the basic list of reports in
>   that folder should be?   Where did they come from?   Are they part of the
>   basic install with Evergreen?
> 
> We would really like to have them back.   We don't want to have to create
> everything from scratch one at a time.  :)
> 
> Thanks!
> 
> Jennifer
> 
> --
> Jennifer Walz, MLS - Head of ILS reporter care Kinlaw Library -  
> Asbury University One 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] Patron Buckets

[Walz, Jennifer]

All –

For the Higher Ed group, we would like to delete all students who have left our 
campus (graduated, withdrawn, etc) by some criteria – like their expiration 
date or by a statistical category (we have them set up by Fresh, Soph, Jun, 
Sen, Grad, etc).

   Our “patrons” are constantly in flux and  we need to purge them in large 
groups.   Having a way to do that would be great.

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 Erica 
Rohlfs
Sent: Monday, January 25, 2016 11:28 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Patron Buckets

Good Morning,

And with batch editing, what might be some examples there?

Librarians have previously expressed an interest in batch patron delete, batch 
permission group editing, and batch patron group member editing (such as adding 
a group of students to a teacher's group).

Enjoy the day!
Erica

On Mon, Jan 25, 2016 at 10:49 AM, Lynn Floyd 
mailto:lfl...@andersonlibrary.org>> wrote:
I have one. What if one branch of a library system closed, and you wanted to 
move all of those patrons to a new Branch?

Lynn Floyd
lfl...@andersonlibrary.org
Anderson County Library
864-260-4500 x181
http://www.andersonlibrary.org



-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org]
 On Behalf Of Chris Sharp
Sent: Monday, January 25, 2016 10:46 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Patron Buckets

Jason,

I have a batch editing use case for this.  Several years ago, one of the 
primary email providers for a large swath of Georgia counties was bought out, 
and after a point, they deactivated all email addresses with the older 
company's domain, which was resulting in massive numbers of bounces for staff 
to process.  We solved the issue with a server-side SQL batch edit of affected 
accounts, but patron buckets would have allowed library staff to take care of 
this themselves.

Hope that helps!

Chris

- Original Message -
> From: "Jason Etheridge" mailto:ja...@esilibrary.com>>
> To: "Evergreen Discussion Group" 
> mailto:open-ils-general@list.georgialibraries.org>>
> Sent: Monday, January 25, 2016 10:36:27 AM
> Subject: Re: [OPEN-ILS-GENERAL] Patron Buckets
>
> > I couldn’t find a ticket for the feature yet, that would be a good first
> > start.
>
> I'd also suggest pulling out the batch edit part into a separate ticket.
>
> I've always been a fan of the idea of patron buckets, and I'm curious
> about what the use cases might be.  Anything other than batch editing?
>  And with batch editing, what might be some examples there?
>
> --
> 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
>

--
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/




--

Erica Rohlfs

Project Manager

Equinox Software Inc. / The Open Source Experts

Phone: 770-709-5572 | 1-877-OPEN-ILS (673-6457) x5572

Email: eroh...@esilibrary.com

Web: http://www.esilibrary.com

[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

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 
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 
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

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 
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]

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

[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] 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 
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