Re: [OPEN-ILS-GENERAL] Upcoming Documentation Interest Group Meeting: Thursday November 7, 2013

[Kathy Lussier]

Hi all,

I don't think I will be able to make today's meeting either. However, I 
do have some time I'm carving out to do some community work over the 
next few days and will use that time to run through the 2.5 release 
notes to determine what documentation is needed for new features. I'll 
add it to Launchpad or, if you decide instead to keep a list on the wiki 
somewhere, I'll do it there too.


Kathy

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

On 11/6/2013 3:25 PM, Remington Steed wrote:

I have to miss the meeting tomorrow, but I will be around for the DIG 
hack-a-way.  I would like to suggest one agenda item for tomorrow. I know we 
are aware of this need, but I didn't want it to get forgotten:

1. Compile a list of docs that "need work" so people know what they can work on 
during the hack-a-way

--
Remington Steed
Electronic Resources Specialist
Hekman Library, Calvin College
http://library.calvin.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: Wednesday, November 06, 2013 3:08 PM
To: Documentation discussion for Evergreen software; Evergreen
Community Catalogers; General Evergreen List; Development Evergreen list
Subject: [OPEN-ILS-GENERAL] Upcoming Documentation Interest Group
Meeting: Thursday November 7, 2013

Hello everyone,

The Evergreen Documentation Interest Group has its next meeting
scheduled for Thursday, November 7, 2013 at 2:00 PM EST on the
#EvergreenIRC channel (http://evergreen-ils.org/irc.php).

Anyone interested in documentation is welcome to attend. An agenda has
been posted at http://evergreen-ils.org/dokuwiki/doku.php?id=evergreen-
docs:dig_meetings

Changes and additions to the agenda are welcome.

Thanks,
Yamil

--

- We will be talking about last minute planning for the 2013 DIG hack-a-way

DIG Hack-a-way 2013 - Agenda/Goal Ideas
http://evergreen-ils.org/dokuwiki/doku.php?id=evergreen-docs:dig_hack-
a-way

Re: [OPEN-ILS-GENERAL] Fwd: Opinions needed on copying patron data to the clipboard

[John Mundy]

I remember thinking that it was very odd when I first started with Evergreen, 
but I rapidly adjusted. I think all of my staff are comfortable with it, but it 
is something we have to explain to any new staff.

-Original Message-
From: open-ils-general-boun...@list.georgialibraries.org 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Sarah 
Childs
Sent: Thursday, November 07, 2013 12:02 PM
To: open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] Fwd: Opinions needed on copying patron data to 
the clipboard

For the simple yes/no vote I'll add my voice as a heavy daily user of the staff 
client that I prefer not to have an extra click.

Long term, however, I agree that the click link to copy is probably very weird 
to new Evergreeners, and that a click to copy button or the more standard 
highlight/control-v would likely seem more natural to people.

---
Sarah Childs
Technical Services Department Head
Hussey-Mayfield Memorial Public Library
250 North Fifth Street
Zionsville, IN 46077
317-873-3149 x13330
sar...@zionsville.lib.in.us

On 2013-11-07 10:58, Kathy Lussier wrote:
> Hi all,
> 
> Looking through the e-mail thread and the original LP bug, I counted
> that:
> 
> 8 people indicated that they would like an acknowledgement that the 
> text was copied.
> 7 indicated that they did not want the additional click.
> 7 indicated they wanted something else (3 of those 7 were also counted 
> above because they showed a preference for one approach over
> another.)
> 
> I agree that it would be preferable to have a tooltip or a consistent 
> way to display an icon performs the action to copy to the clipboard.
> But my follow-up question to those suggestions is if there is anyone 
> with the tuits to make it happen if we wanted to run with one of these 
> approaches.
> 
> In the case of the original question, it would be fairly easy to 
> revert this part of the code to its previous state, and I would be 
> willing to make the code changes if there was a large consensus to do 
> so (I'm not sure we really have that consensus at the moment.) But 
> that's about as far as my coding abilities go. :)
> 
> I am hopeful that, once we move to a web client, all of the standard 
> methods for copying and pasting will be available in the client 
> interfaces, eliminating the need for special Evergreen conventions for 
> copying this data.
> 
> Thanks for the feedback everyone!
> 
> Kathy
> 
> Kathy Lussier
> Project Coordinator
> Massachusetts Library Network Cooperative
> (508) 343-0128
> kluss...@masslnc.org
> Twitter: http://www.twitter.com/kmlussier
> 
> On 11/7/2013 10:08 AM, Jason Stephenson wrote:
>> How about just an option to turn alerting on or off? I know that I 
>> generally don't want to be told when something succeeds. I generally 
>> only care about failures.
>> 
>> 

Re: [OPEN-ILS-GENERAL] Fwd: Opinions needed on copying patron data to the clipboard

[Sarah Childs]

For the simple yes/no vote I'll add my voice as a heavy daily user of 
the staff client that I prefer not to have an extra click.


Long term, however, I agree that the click link to copy is probably 
very weird to new Evergreeners, and that a click to copy button or the 
more standard highlight/control-v would likely seem more natural to 
people.


---
Sarah Childs
Technical Services Department Head
Hussey-Mayfield Memorial Public Library
250 North Fifth Street
Zionsville, IN 46077
317-873-3149 x13330
sar...@zionsville.lib.in.us

On 2013-11-07 10:58, Kathy Lussier wrote:

Hi all,

Looking through the e-mail thread and the original LP bug, I counted 
that:


8 people indicated that they would like an acknowledgement that the
text was copied.
7 indicated that they did not want the additional click.
7 indicated they wanted something else (3 of those 7 were also
counted above because they showed a preference for one approach over
another.)

I agree that it would be preferable to have a tooltip or a consistent
way to display an icon performs the action to copy to the clipboard.
But my follow-up question to those suggestions is if there is anyone
with the tuits to make it happen if we wanted to run with one of these
approaches.

In the case of the original question, it would be fairly easy to
revert this part of the code to its previous state, and I would be
willing to make the code changes if there was a large consensus to do
so (I'm not sure we really have that consensus at the moment.) But
that's about as far as my coding abilities go. :)

I am hopeful that, once we move to a web client, all of the standard
methods for copying and pasting will be available in the client
interfaces, eliminating the need for special Evergreen conventions for
copying this data.

Thanks for the feedback everyone!

Kathy

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

On 11/7/2013 10:08 AM, Jason Stephenson wrote:

How about just an option to turn alerting on or off? I know that I
generally don't want to be told when something succeeds. I generally
only care about failures.

Re: [OPEN-ILS-GENERAL] Checking out holds to an alternate patron

[Tina Ji (Project Sitka)]

Thanks, Kathy. Our libraries will love it.

Added my thought below. Hoping it may further facilitate the front line staff.


- If an item from the hold shelf is checked out to another patron,
staff receive a prompt saying that the item is on hold for somebody
else. This alert should display the name of the person for whom the
item is on hold.


On the prompt, add a link on the person's name to retrieve the account  
in a new tab. This will help staff check whether there is any note or  
alert or similar message in the account allowing the hold to be pickup  
up other people (to address the privacy issue).




- This prompt should provide three options: an option to cancel the
checkout; to proceed with the checkout and remove the original patron
from the holds queue; or to proceed with the checkout but leave the
original patron in the holds queue.



If the 2nd option is chosen, the hold is treated as filled instead of  
cancelled, for accurate stats.





- The system should continue to use the same permissions it does today
to determine if staff is authorized to proceed with the checkout by
overriding the alert or authorized to cancel the hold.

We aren't looking to give staff the ability to do anything they can't
already do. We're basically trying to remove some of the steps required
to complete the transaction.

Before moving further on this project, I wanted to throw the idea out
to the community to see if others would view this additional option on
the prompt as an acceptable workflow improvement.

Thanks!
Kathy

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




Tina Ji
1-888-848-9250
Trainer/Help Desk Specialist
BC Libraries Cooperative/Sitka

Re: [OPEN-ILS-GENERAL] Checking out holds to an alternate patron

[Laurie Love]

Our staff would love to have this workflow feature:
"- This prompt should provide three options: an option to cancel the checkout; 
to proceed with the checkout and remove the original patron from the holds 
queue; or to proceed with the checkout but leave the original patron in the 
holds queue."

Laurie Love
Circ Mgr
Wilkes County Public Library
ll...@arlibrary.org

From: open-ils-general-boun...@list.georgialibraries.org 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Kathy 
Lussier
Sent: Thursday, November 07, 2013 12:41 AM
To: Evergreen General Discussion List
Subject: [OPEN-ILS-GENERAL] Checking out holds to an alternate patron

Hi all,

One big issue for our libraries has been the workflow in checking out items 
when the patron sends a family member or another person to pick up a hold on 
their behalf. We've been exploring different possibilities for development to 
improve this workflow.

There are various ways our libraries handle this situation, but the following 
is a likely workflow:

- A patron goes to the library and picks up their spouse's hold. They might 
pick it up from a self-service holds shelf or, if the holds shelf is behind the 
desk, they will ask staff for the item.

- We have some libraries that use notes to verify who is allowed to pick up 
holds. In other libraries, particularly the smaller ones, staff may know by 
sight who is allowed to pick up a patron's holds. Libraries also have different 
policies on whether the hold should be checked out to the person who has picked 
up the hold or the person who originally placed the hold.

- For those libraries that check out the item to the person who is picking up 
the hold, when they perform the checkout, they receive the message saying that 
the item is on hold for somebody else. Staff who have permission can then 
override that message and continue with the checkout.

- The hold for the original patron remains, and there is no easy way to cancel 
that hold from this screen. Instead, staff need to retrieve the record for the 
original patron to cancel the hold. If they don't follow this last step, the 
hold remains on the patron's account and gets filled again.

Circ staff who have the right permissions have the ability to perform the 
checkout and cancel the original hold so that the transaction can be completed. 
However, it takes several steps, particularly when it comes to the hold 
cancellation.

MassLNC is considering a development project that would leverage a friends 
infrastructure already built into Evergreen that would allow us to easily 
manage who can pick up whose holds and automate the process a bit. If we decide 
to move forward with this project, I know I'll be sharing more information on 
this list as we work through some of the implementation details.

However, we also recognize that, even if we provide a means for patrons to 
identify who can pick up their holds, there will continue to be situations 
where friends/family who have not yet been linked to a patron's account will be 
sent to the library to pick up someone's holds. In those situations, we still 
would like an easier way to handle the checkout.

Here are our thoughts for improving the workflow:

- If an item from the hold shelf is checked out to another patron, staff 
receive a prompt saying that the item is on hold for somebody else. This alert 
should display the name of the person for whom the item is on hold.
- This prompt should provide three options: an option to cancel the checkout; 
to proceed with the checkout and remove the original patron from the holds 
queue; or to proceed with the checkout but leave the original patron in the 
holds queue.
- The system should continue to use the same permissions it does today to 
determine if staff is authorized to proceed with the checkout by overriding the 
alert or authorized to cancel the hold.

We aren't looking to give staff the ability to do anything they can't already 
do. We're basically trying to remove some of the steps required to complete the 
transaction.

Before moving further on this project, I wanted to throw the idea out to the 
community to see if others would view this additional option on the prompt as 
an acceptable workflow improvement.

Thanks!
Kathy



--

Kathy Lussier

Project Coordinator

Massachusetts Library Network Cooperative

(508) 343-0128

kluss...@masslnc.org

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

Re: [OPEN-ILS-GENERAL] Checking out holds to an alternate patron

[Joe]

+1 from Germantown.  My staff would see Kathy's suggestion as a 
substantial improvement.


Thanks.

Joe

Joseph Knueven
Director
Germantown Public Library
51 N. Plum St.
Germantown, OH 45327
937-855-4001
knuev...@oplin.org

On 11/7/2013 10:38 AM, jbry...@clarendoncountylibrary.com wrote:

Something along this line would be a welcome addition in Clarendon.

On 2013-11-06 22:41, Kathy Lussier wrote:

Hi all,

 One big issue for our libraries has been the workflow in checking
out items when the patron sends a family member or another person to
pick up a hold on their behalf. We've been exploring different
possibilities for development to improve this workflow.

 There are various ways our libraries handle this situation, but the
following is a likely workflow:

 - A patron goes to the library and picks up their spouse's hold.
They might pick it up from a self-service holds shelf or, if the holds
shelf is behind the desk, they will ask staff for the item.

 - We have some libraries that use notes to verify who is allowed to
pick up holds. In other libraries, particularly the smaller ones,
staff may know by sight who is allowed to pick up a patron's holds.
Libraries also have different policies on whether the hold should be
checked out to the person who has picked up the hold or the person who
originally placed the hold.

 - For those libraries that check out the item to the person who is
picking up the hold, when they perform the checkout, they receive the
message saying that the item is on hold for somebody else. Staff who
have permission can then override that message and continue with the
checkout.

 - The hold for the original patron remains, and there is no easy way
to cancel that hold from this screen. Instead, staff need to retrieve
the record for the original patron to cancel the hold. If they don't
follow this last step, the hold remains on the patron's account and
gets filled again.

 Circ staff who have the right permissions have the ability to
perform the checkout and cancel the original hold so that the
transaction can be completed. However, it takes several steps,
particularly when it comes to the hold cancellation.

 MassLNC is considering a development project that would leverage a
friends infrastructure already built into Evergreen that would allow
us to easily manage who can pick up whose holds and automate the
process a bit. If we decide to move forward with this project, I know
I'll be sharing more information on this list as we work through some
of the implementation details.

 However, we also recognize that, even if we provide a means for
patrons to identify who can pick up their holds, there will continue
to be situations where friends/family who have not yet been linked to
a patron's account will be sent to the library to pick up someone's
holds. In those situations, we still would like an easier way to
handle the checkout.

 Here are our thoughts for improving the workflow:

 - If an item from the hold shelf is checked out to another patron,
staff receive a prompt saying that the item is on hold for somebody
else. This alert should display the name of the person for whom the
item is on hold.
 - This prompt should provide three options: an option to cancel the
checkout; to proceed with the checkout and remove the original patron
from the holds queue; or to proceed with the checkout but leave the
original patron in the holds queue.
 - The system should continue to use the same permissions it does
today to determine if staff is authorized to proceed with the checkout
by overriding the alert or authorized to cancel the hold.

 We aren't looking to give staff the ability to do anything they
can't already do. We're basically trying to remove some of the steps
required to complete the transaction.

 Before moving further on this project, I wanted to throw the idea
out to the community to see if others would view this additional
option on the prompt as an acceptable workflow improvement.

 Thanks!
 Kathy

*
*
*

--
Kathy Lussier
Project Coordinator
Massachusetts Library Network Cooperative
(508) 343-0128
kluss...@masslnc.org
Twitter: http://www.twitter.com/kmlussier [1]



Links:
--
[1] http://www.twitter.com/kmlussier

Re: [OPEN-ILS-GENERAL] Fwd: Opinions needed on copying patron data to the clipboard

[Kathy Lussier]

Hi all,

Looking through the e-mail thread and the original LP bug, I counted that:

8 people indicated that they would like an acknowledgement that the text 
was copied.

7 indicated that they did not want the additional click.
7 indicated they wanted something else (3 of those 7 were also counted 
above because they showed a preference for one approach over another.)


I agree that it would be preferable to have a tooltip or a consistent 
way to display an icon performs the action to copy to the clipboard. But 
my follow-up question to those suggestions is if there is anyone with 
the tuits to make it happen if we wanted to run with one of these 
approaches.


In the case of the original question, it would be fairly easy to revert 
this part of the code to its previous state, and I would be willing to 
make the code changes if there was a large consensus to do so (I'm not 
sure we really have that consensus at the moment.) But that's about as 
far as my coding abilities go. :)


I am hopeful that, once we move to a web client, all of the standard 
methods for copying and pasting will be available in the client 
interfaces, eliminating the need for special Evergreen conventions for 
copying this data.


Thanks for the feedback everyone!

Kathy

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

On 11/7/2013 10:08 AM, Jason Stephenson wrote:

How about just an option to turn alerting on or off? I know that I
generally don't want to be told when something succeeds. I generally
only care about failures.

Re: [OPEN-ILS-GENERAL] Checking out holds to an alternate patron

[Chauncey Montgomery]

+1.  Our legacy ILS had this feature and it made managing the described 
situations very easy.

CM

Chauncey G. Montgomery, MLIS
Director/Fiscal Officer | Community Library
44 Burrer Drive | Sunbury, OH 43074
740-965-3901 | http://community.lib.oh.us


On 11/07/2013 12:41 AM, Kathy Lussier wrote:

Hi all,

One big issue for our libraries has been the workflow in checking out
items when the patron sends a family member or another person to pick up
a hold on their behalf. We've been exploring different possibilities for
development to improve this workflow.

There are various ways our libraries handle this situation, but the
following is a likely workflow:

- A patron goes to the library and picks up their spouse's hold. They
might pick it up from a self-service holds shelf or, if the holds shelf
is behind the desk, they will ask staff for the item.

- We have some libraries that use notes to verify who is allowed to pick
up holds. In other libraries, particularly the smaller ones, staff may
know by sight who is allowed to pick up a patron's holds. Libraries also
have different policies on whether the hold should be checked out to the
person who has picked up the hold or the person who originally placed
the hold.

- For those libraries that check out the item to the person who is
picking up the hold, when they perform the checkout, they receive the
message saying that the item is on hold for somebody else. Staff who
have permission can then override that message and continue with the
checkout.

- The hold for the original patron remains, and there is no easy way to
cancel that hold from this screen. Instead, staff need to retrieve the
record for the original patron to cancel the hold. If they don't follow
this last step, the hold remains on the patron's account and gets filled
again.

Circ staff who have the right permissions have the ability to perform
the checkout and cancel the original hold so that the transaction can be
completed. However, it takes several steps, particularly when it comes
to the hold cancellation.

MassLNC is considering a development project that would leverage a
friends infrastructure already built into Evergreen that would allow us
to easily manage who can pick up whose holds and automate the process a
bit. If we decide to move forward with this project, I know I'll be
sharing more information on this list as we work through some of the
implementation details.

However, we also recognize that, even if we provide a means for patrons
to identify who can pick up their holds, there will continue to be
situations where friends/family who have not yet been linked to a
patron's account will be sent to the library to pick up someone's holds.
In those situations, we still would like an easier way to handle the
checkout.

Here are our thoughts for improving the workflow:

- If an item from the hold shelf is checked out to another patron, staff
receive a prompt saying that the item is on hold for somebody else. This
alert should display the name of the person for whom the item is on hold.
- This prompt should provide three options: an option to cancel the
checkout; to proceed with the checkout and remove the original patron
from the holds queue; or to proceed with the checkout but leave the
original patron in the holds queue.
- The system should continue to use the same permissions it does today
to determine if staff is authorized to proceed with the checkout by
overriding the alert or authorized to cancel the hold.

We aren't looking to give staff the ability to do anything they can't
already do. We're basically trying to remove some of the steps required
to complete the transaction.

Before moving further on this project, I wanted to throw the idea out to
the community to see if others would view this additional option on the
prompt as an acceptable workflow improvement.

Thanks!
Kathy

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

Re: [OPEN-ILS-GENERAL] Fwd: Opinions needed on copying patron data to the clipboard

[Grace Dunbar]

I'm not sure that approach (highlight and right click) cuts down on the
mouse work that burdens staff.

But this conversation is coming up with great ideas!
Grace
 On Nov 7, 2013 10:12 AM, "John Mundy"  wrote:

> I agree with Aaron, it ought to be highlight and right click like
> everything else from Office suites to the World Wide Web.
>
> Thanks,
> John
>
> -Original Message-
> From: open-ils-general-boun...@list.georgialibraries.org [mailto:
> open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Aaron Z
> Sent: Thursday, November 07, 2013 8:56 AM
> To: Evergreen Discussion Group
> Subject: Re: [OPEN-ILS-GENERAL] Fwd: Opinions needed on copying patron
> data to the clipboard
>
> - Original Message -
> > From: "Kate Butler" 
> > To: "Evergreen Discussion Group"
> > 
> > Sent: Thursday, November 7, 2013 9:49:00 AM
> > Subject: Re: [OPEN-ILS-GENERAL] Fwd: Opinions needed on copying patron
> > data to the clipboard This encapsulates the issue perfectly. If it
> > looks like a link, it should behave the way we expect a link to behave
> (open something
> > new).   Coming up with some different way to visually identify
> > "click = copy to clipboard" would be fine, as long as it's then
> > applied consistently across the staff client.   Especially if the
> > ultimate goal is to move to a web-based interface, eliminating
> > ambiguities like that should be considered during the move/redesign.
> I agree. Thinking further (and looking forward to web versions of
> Evergreen), just allowing one to highlight the data and right click to copy
> (especially in the case of the "Patron Details" sidebar) would be a better
> solution...
>
> Aaron Zsembery
> Library Systems Analyst
>
> Pioneer Library System
> 2557 State Rt. 21
> Canandaigua, New York  14424
> Phone: (585) 394-8260 x111
>
>
>

Re: [OPEN-ILS-GENERAL] Checking out holds to an alternate patron

[jbryant]

Something along this line would be a welcome addition in Clarendon.

On 2013-11-06 22:41, Kathy Lussier wrote:

Hi all,

 One big issue for our libraries has been the workflow in checking
out items when the patron sends a family member or another person to
pick up a hold on their behalf. We've been exploring different
possibilities for development to improve this workflow.

 There are various ways our libraries handle this situation, but the
following is a likely workflow:

 - A patron goes to the library and picks up their spouse's hold.
They might pick it up from a self-service holds shelf or, if the holds
shelf is behind the desk, they will ask staff for the item.

 - We have some libraries that use notes to verify who is allowed to
pick up holds. In other libraries, particularly the smaller ones,
staff may know by sight who is allowed to pick up a patron's holds.
Libraries also have different policies on whether the hold should be
checked out to the person who has picked up the hold or the person who
originally placed the hold.

 - For those libraries that check out the item to the person who is
picking up the hold, when they perform the checkout, they receive the
message saying that the item is on hold for somebody else. Staff who
have permission can then override that message and continue with the
checkout.

 - The hold for the original patron remains, and there is no easy way
to cancel that hold from this screen. Instead, staff need to retrieve
the record for the original patron to cancel the hold. If they don't
follow this last step, the hold remains on the patron's account and
gets filled again.

 Circ staff who have the right permissions have the ability to
perform the checkout and cancel the original hold so that the
transaction can be completed. However, it takes several steps,
particularly when it comes to the hold cancellation.

 MassLNC is considering a development project that would leverage a
friends infrastructure already built into Evergreen that would allow
us to easily manage who can pick up whose holds and automate the
process a bit. If we decide to move forward with this project, I know
I'll be sharing more information on this list as we work through some
of the implementation details.

 However, we also recognize that, even if we provide a means for
patrons to identify who can pick up their holds, there will continue
to be situations where friends/family who have not yet been linked to
a patron's account will be sent to the library to pick up someone's
holds. In those situations, we still would like an easier way to
handle the checkout.

 Here are our thoughts for improving the workflow:

 - If an item from the hold shelf is checked out to another patron,
staff receive a prompt saying that the item is on hold for somebody
else. This alert should display the name of the person for whom the
item is on hold.
 - This prompt should provide three options: an option to cancel the
checkout; to proceed with the checkout and remove the original patron
from the holds queue; or to proceed with the checkout but leave the
original patron in the holds queue.
 - The system should continue to use the same permissions it does
today to determine if staff is authorized to proceed with the checkout
by overriding the alert or authorized to cancel the hold.

 We aren't looking to give staff the ability to do anything they
can't already do. We're basically trying to remove some of the steps
required to complete the transaction.

 Before moving further on this project, I wanted to throw the idea
out to the community to see if others would view this additional
option on the prompt as an acceptable workflow improvement.

 Thanks!
 Kathy

*
*
*

--
Kathy Lussier
Project Coordinator
Massachusetts Library Network Cooperative
(508) 343-0128
kluss...@masslnc.org
Twitter: http://www.twitter.com/kmlussier [1]



Links:
--
[1] http://www.twitter.com/kmlussier

Re: [OPEN-ILS-GENERAL] Permission to Register Patron and Edit Patron

[Lynn Floyd]

Do they have the Permissions  "group_application.user" and
"group_application.user.patron" .  If not then they will not be able to add
new patrons or edit patrons.  This allows the staff to add and remove users
from the user and patron Groups. Patron profiles are tied directly into
these groups.  

 

These permissions work directly with Update User and Create User in allowing
which type of user the person can Update and Create.

 

Hope this helps.

 

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

 

From: open-ils-general-boun...@list.georgialibraries.org
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of
Fiona Borthwick
Sent: Thursday, November 07, 2013 9:30 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Permission to Register Patron and Edit
Patron

 

In addition to what has already been said, you should also check the
relevant permission group policies associated with the logins.  There needs
to be a relevant value in the Editing Permission to allow staff logins to
create or edit user records.

 

Fiona

 

On 7 November 2013 13:44, Kathy Lussier  wrote:

Hi Jayaraj,

You should also make sure you have assigned a working location for the user.
You can do this through the User Permission Editor that Tony described
below.

Kathy



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

On 11/7/2013 8:29 AM, Tony Bandy wrote:

Morning Jayaraj, 

 

I'm no expert, but have you gone into the Admin-->User Permission Editor for
the accounts in question?  Sometimes, depending upon whether you have a
single library or consortium, you might have to adjust the "depth" of the
permissions.  Sometimes, in cases like this, I've actually opened up two
windows side by side, and scanned the permissions...it can be time
consuming, but can help track down permission errors.

 

Hope this helps a bit...

 

--Tony

 

On Thu, Nov 7, 2013 at 6:37 AM, Jayaraj JR  wrote:

Hello,

We are using Evergreen 2.3.7 on Ubuntu 10.04. Currently, Only the
Administrator only can Register Patron, Edit Patron Account Details. We
would like to know, how we can assign this permission to other staff in the
Circulation Section

We have assigned Create User and Edit User permissions to the Circulation
Staff. But they are unable to either Register or Edit the Patron. Kindly
help us resolve the problem
 

-- 

Thanking You 


Jayaraj J R
Library Information Assistant

IISER Thiruvananthapuram

 





 

-- 

Tony Bandy
to...@ohionet.org
OHIONET
1500 West Lane Ave.
Columbus, OH  43221-3975
614-486-2966 x19

 





 

-- 



Fiona Borthwick
Customer Services Consultant, PTFS Europe Limited
Content Management and Library Solutions
 
+44 (0) 800 756 6803 (phone)
+44 (0) 7540 768230  (mobile)
+44 (0) 131 2088578  (direct dial)
+44 (0) 800 756 6384 (fax)
fiona.borthw...@ptfs-europe.com
skype: fionaborthwick1
 
http://www.ptfs-europe.com

Re: [OPEN-ILS-GENERAL] Fwd: Opinions needed on copying patron data to the clipboard

[John Mundy]

I agree with Aaron, it ought to be highlight and right click like everything 
else from Office suites to the World Wide Web.

Thanks,
John

-Original Message-
From: open-ils-general-boun...@list.georgialibraries.org 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Aaron Z
Sent: Thursday, November 07, 2013 8:56 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Fwd: Opinions needed on copying patron data to 
the clipboard

- Original Message -
> From: "Kate Butler" 
> To: "Evergreen Discussion Group" 
> 
> Sent: Thursday, November 7, 2013 9:49:00 AM
> Subject: Re: [OPEN-ILS-GENERAL] Fwd: Opinions needed on copying patron 
> data to the clipboard This encapsulates the issue perfectly. If it 
> looks like a link, it should behave the way we expect a link to behave (open 
> something
> new).   Coming up with some different way to visually identify
> "click = copy to clipboard" would be fine, as long as it's then
> applied consistently across the staff client.   Especially if the
> ultimate goal is to move to a web-based interface, eliminating 
> ambiguities like that should be considered during the move/redesign.
I agree. Thinking further (and looking forward to web versions of Evergreen), 
just allowing one to highlight the data and right click to copy (especially in 
the case of the "Patron Details" sidebar) would be a better solution...

Aaron Zsembery
Library Systems Analyst

Pioneer Library System
2557 State Rt. 21
Canandaigua, New York  14424
Phone: (585) 394-8260 x111

Re: [OPEN-ILS-GENERAL] Fwd: Opinions needed on copying patron data to the clipboard

[Jason Stephenson]

How about just an option to turn alerting on or off? I know that I
generally don't want to be told when something succeeds. I generally
only care about failures.


-- 
Jason Stephenson
Assistant Director for Technology Services
Merrimack Valley Library Consortium

Re: [OPEN-ILS-GENERAL] Fwd: Opinions needed on copying patron data to the clipboard

[Aaron Z]

- Original Message -
> From: "Kate Butler" 
> To: "Evergreen Discussion Group" 
> Sent: Thursday, November 7, 2013 9:49:00 AM
> Subject: Re: [OPEN-ILS-GENERAL] Fwd: Opinions needed on copying patron data 
> to the clipboard
> This encapsulates the issue perfectly. If it looks like a link, it
> should behave the way we expect a link to behave (open something
> new).   Coming up with some different way to visually identify
> "click = copy to clipboard" would be fine, as long as it's then
> applied consistently across the staff client.   Especially if the
> ultimate goal is to move to a web-based interface, eliminating
> ambiguities like that should be considered during the move/redesign.
I agree. Thinking further (and looking forward to web versions of Evergreen), 
just allowing one to highlight the data and right click to copy (especially in 
the case of the "Patron Details" sidebar) would be a better solution...

Aaron Zsembery
Library Systems Analyst

Pioneer Library System
2557 State Rt. 21
Canandaigua, New York  14424
Phone: (585) 394-8260 x111

Re: [OPEN-ILS-GENERAL] Fwd: Opinions needed on copying patron data to the clipboard

[Kate Butler]

> >Second, when most people see an underlined link, they are not at all
> >likely to expect that clicking on the link will copy the value because
> >that is a very unusual thing for clicking on a link to do.
> 
> This, thousand times.
> 
> There should be more consistency with the UI in staff client - currently
> clicking on a blue underlined "link"
> can do several things: copy the text to the clipboard, pop up a menu, or go to
> a new UI.

This encapsulates the issue perfectly. If it looks like a link, it should 
behave the way we expect a link to behave (open something new).   Coming up 
with some different way to visually identify "click = copy to clipboard" would 
be fine, as long as it's then applied consistently across the staff client.   
Especially if the ultimate goal is to move to a web-based interface, 
eliminating ambiguities like that should be considered during the move/redesign.

Kate Butler
Technology Librarian
Rodgers Memorial Library (Hudson, NH)
http://www.rodgerslibrary.org/

Re: [OPEN-ILS-GENERAL] Checking out holds to an alternate patron

[Ruth Frasur]

I'd also like to add a +1 to this conversation.


On Thu, Nov 7, 2013 at 9:42 AM, Kate Butler
wrote:

>  We heard about this possible development at the Evergreen roundtable at
> NELA and were very excited -- this is, hands down, our number one staff
> complaint of ‘something that makes us think longingly of our old system’.
>
>
>
> Right now, our library handles the permission issues totally offline:
> Patron A signs a form giving Patron B permission to pick up holds and we
> put a note on their account.   Our previous ILS always asked if you wanted
> to cancel a hold when you checked out something from the hold shelf to a
> different person, so remembering to do it separately has been a big problem
> here.
>
>
>
> Kate Butler
>
> Technology Librarian
>
> Rodgers Memorial Library (Hudson, NH)
>
> http://www.rodgerslibrary.org/
>
>
>
> *From:* open-ils-general-boun...@list.georgialibraries.org [mailto:
> open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Kathy
> Lussier
> *Sent:* Thursday, November 07, 2013 12:41 AM
>
> *To:* Evergreen General Discussion List
> *Subject:* [OPEN-ILS-GENERAL] Checking out holds to an alternate patron
>
>
>
> Hi all,
>
>
> One big issue for our libraries has been the workflow in checking out
> items when the patron sends a family member or another person to pick up a
> hold on their behalf. We've been exploring different possibilities for
> development to improve this workflow.
>
> There are various ways our libraries handle this situation, but the
> following is a likely workflow:
>
> - A patron goes to the library and picks up their spouse's hold. They
> might pick it up from a self-service holds shelf or, if the holds shelf is
> behind the desk, they will ask staff for the item.
>
> - We have some libraries that use notes to verify who is allowed to pick
> up holds. In other libraries, particularly the smaller ones, staff may know
> by sight who is allowed to pick up a patron's holds. Libraries also have
> different policies on whether the hold should be checked out to the person
> who has picked up the hold or the person who originally placed the hold.
>
> - For those libraries that check out the item to the person who is picking
> up the hold, when they perform the checkout, they receive the message
> saying that the item is on hold for somebody else. Staff who have
> permission can then override that message and continue with the checkout.
>
> - The hold for the original patron remains, and there is no easy way to
> cancel that hold from this screen. Instead, staff need to retrieve the
> record for the original patron to cancel the hold. If they don't follow
> this last step, the hold remains on the patron's account and gets filled
> again.
>
> Circ staff who have the right permissions have the ability to perform the
> checkout and cancel the original hold so that the transaction can be
> completed. However, it takes several steps, particularly when it comes to
> the hold cancellation.
>
> MassLNC is considering a development project that would leverage a friends
> infrastructure already built into Evergreen that would allow us to easily
> manage who can pick up whose holds and automate the process a bit. If we
> decide to move forward with this project, I know I'll be sharing more
> information on this list as we work through some of the implementation
> details.
>
> However, we also recognize that, even if we provide a means for patrons to
> identify who can pick up their holds, there will continue to be situations
> where friends/family who have not yet been linked to a patron's account
> will be sent to the library to pick up someone's holds. In those
> situations, we still would like an easier way to handle the checkout.
>
> Here are our thoughts for improving the workflow:
>
> - If an item from the hold shelf is checked out to another patron, staff
> receive a prompt saying that the item is on hold for somebody else. This
> alert should display the name of the person for whom the item is on hold.
> - This prompt should provide three options: an option to cancel the
> checkout; to proceed with the checkout and remove the original patron from
> the holds queue; or to proceed with the checkout but leave the original
> patron in the holds queue.
> - The system should continue to use the same permissions it does today to
> determine if staff is authorized to proceed with the checkout by overriding
> the alert or authorized to cancel the hold.
>
> We aren't looking to give staff the ability to do anything they can't
> already do. We're basically trying to remove some of the steps required to
> complete the transaction.
>
> Before moving further on this project, I wanted to throw the idea out to
> the community to see if others would view this additional option on the
> prompt as an acceptable workflow improvement.
>
> Thanks!
> Kathy
>
>
>  --
>
> Kathy Lussier
>
> Project Coordinator
>
> Massachusetts Library Network Cooperative
>
> (508) 343-0128
>
> k

Re: [OPEN-ILS-GENERAL] Checking out holds to an alternate patron

[Kate Butler]

We heard about this possible development at the Evergreen roundtable at NELA 
and were very excited -- this is, hands down, our number one staff complaint of 
'something that makes us think longingly of our old system'.

Right now, our library handles the permission issues totally offline: Patron A 
signs a form giving Patron B permission to pick up holds and we put a note on 
their account.   Our previous ILS always asked if you wanted to cancel a hold 
when you checked out something from the hold shelf to a different person, so 
remembering to do it separately has been a big problem here.

Kate Butler
Technology Librarian
Rodgers Memorial Library (Hudson, NH)
http://www.rodgerslibrary.org/

From: open-ils-general-boun...@list.georgialibraries.org 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Kathy 
Lussier
Sent: Thursday, November 07, 2013 12:41 AM
To: Evergreen General Discussion List
Subject: [OPEN-ILS-GENERAL] Checking out holds to an alternate patron

Hi all,

One big issue for our libraries has been the workflow in checking out items 
when the patron sends a family member or another person to pick up a hold on 
their behalf. We've been exploring different possibilities for development to 
improve this workflow.

There are various ways our libraries handle this situation, but the following 
is a likely workflow:

- A patron goes to the library and picks up their spouse's hold. They might 
pick it up from a self-service holds shelf or, if the holds shelf is behind the 
desk, they will ask staff for the item.

- We have some libraries that use notes to verify who is allowed to pick up 
holds. In other libraries, particularly the smaller ones, staff may know by 
sight who is allowed to pick up a patron's holds. Libraries also have different 
policies on whether the hold should be checked out to the person who has picked 
up the hold or the person who originally placed the hold.

- For those libraries that check out the item to the person who is picking up 
the hold, when they perform the checkout, they receive the message saying that 
the item is on hold for somebody else. Staff who have permission can then 
override that message and continue with the checkout.

- The hold for the original patron remains, and there is no easy way to cancel 
that hold from this screen. Instead, staff need to retrieve the record for the 
original patron to cancel the hold. If they don't follow this last step, the 
hold remains on the patron's account and gets filled again.

Circ staff who have the right permissions have the ability to perform the 
checkout and cancel the original hold so that the transaction can be completed. 
However, it takes several steps, particularly when it comes to the hold 
cancellation.

MassLNC is considering a development project that would leverage a friends 
infrastructure already built into Evergreen that would allow us to easily 
manage who can pick up whose holds and automate the process a bit. If we decide 
to move forward with this project, I know I'll be sharing more information on 
this list as we work through some of the implementation details.

However, we also recognize that, even if we provide a means for patrons to 
identify who can pick up their holds, there will continue to be situations 
where friends/family who have not yet been linked to a patron's account will be 
sent to the library to pick up someone's holds. In those situations, we still 
would like an easier way to handle the checkout.

Here are our thoughts for improving the workflow:

- If an item from the hold shelf is checked out to another patron, staff 
receive a prompt saying that the item is on hold for somebody else. This alert 
should display the name of the person for whom the item is on hold.
- This prompt should provide three options: an option to cancel the checkout; 
to proceed with the checkout and remove the original patron from the holds 
queue; or to proceed with the checkout but leave the original patron in the 
holds queue.
- The system should continue to use the same permissions it does today to 
determine if staff is authorized to proceed with the checkout by overriding the 
alert or authorized to cancel the hold.

We aren't looking to give staff the ability to do anything they can't already 
do. We're basically trying to remove some of the steps required to complete the 
transaction.

Before moving further on this project, I wanted to throw the idea out to the 
community to see if others would view this additional option on the prompt as 
an acceptable workflow improvement.

Thanks!
Kathy



--

Kathy Lussier

Project Coordinator

Massachusetts Library Network Cooperative

(508) 343-0128

kluss...@masslnc.org

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

Re: [OPEN-ILS-GENERAL] Permission to Register Patron and Edit Patron

[Ben Shum]

Fiona is correct.  You generally need to also include the relevant
group permission associated with any given profile group.  For
example, "group_application.user.patron" being the given
application_perm for the default Patrons group.

I'll refer to this thread of discussion from a few months ago from
someone working on a similar issue:
http://markmail.org/message/eupnznrhhahvmjog

-- Ben

On Thu, Nov 7, 2013 at 9:29 AM, Fiona Borthwick
 wrote:
> In addition to what has already been said, you should also check the
> relevant permission group policies associated with the logins.  There needs
> to be a relevant value in the Editing Permission to allow staff logins to
> create or edit user records.
>
> Fiona
>
>
> On 7 November 2013 13:44, Kathy Lussier  wrote:
>>
>> Hi Jayaraj,
>>
>> You should also make sure you have assigned a working location for the
>> user. You can do this through the User Permission Editor that Tony described
>> below.
>>
>> Kathy
>>
>> Kathy Lussier
>> Project Coordinator
>> Massachusetts Library Network Cooperative
>> (508) 343-0128
>> kluss...@masslnc.org
>> Twitter: http://www.twitter.com/kmlussier
>>
>> On 11/7/2013 8:29 AM, Tony Bandy wrote:
>>
>> Morning Jayaraj,
>>
>> I'm no expert, but have you gone into the Admin-->User Permission Editor
>> for the accounts in question?  Sometimes, depending upon whether you have a
>> single library or consortium, you might have to adjust the "depth" of the
>> permissions.  Sometimes, in cases like this, I've actually opened up two
>> windows side by side, and scanned the permissions...it can be time
>> consuming, but can help track down permission errors.
>>
>> Hope this helps a bit...
>>
>> --Tony
>>
>>
>> On Thu, Nov 7, 2013 at 6:37 AM, Jayaraj JR  wrote:
>>>
>>> Hello,
>>>
>>> We are using Evergreen 2.3.7 on Ubuntu 10.04. Currently, Only the
>>> Administrator only can Register Patron, Edit Patron Account Details. We
>>> would like to know, how we can assign this permission to other staff in the
>>> Circulation Section
>>>
>>> We have assigned Create User and Edit User permissions to the Circulation
>>> Staff. But they are unable to either Register or Edit the Patron. Kindly
>>> help us resolve the problem
>>>
>>> --
>>> Thanking You
>>>
>>> Jayaraj J R
>>> Library Information Assistant
>>> IISER Thiruvananthapuram
>>>
>>
>>
>>
>> --
>> Tony Bandy
>> to...@ohionet.org
>> OHIONET
>> 1500 West Lane Ave.
>> Columbus, OH  43221-3975
>> 614-486-2966 x19
>>
>>
>
>
>
> --
>
> Fiona Borthwick
> Customer Services Consultant, PTFS Europe Limited
> Content Management and Library Solutions
>
> +44 (0) 800 756 6803 (phone)
> +44 (0) 7540 768230  (mobile)
> +44 (0) 131 2088578  (direct dial)
> +44 (0) 800 756 6384 (fax)
> fiona.borthw...@ptfs-europe.com
> skype: fionaborthwick1
>
> http://www.ptfs-europe.com

Re: [OPEN-ILS-GENERAL] Permission to Register Patron and Edit Patron

[Fiona Borthwick]

In addition to what has already been said, you should also check the
relevant permission group policies associated with the logins.  There needs
to be a relevant value in the Editing Permission to allow staff logins to
create or edit user records.

Fiona


On 7 November 2013 13:44, Kathy Lussier  wrote:

>  Hi Jayaraj,
>
> You should also make sure you have assigned a working location for the
> user. You can do this through the User Permission Editor that Tony
> described below.
>
> Kathy
>
> Kathy Lussier
> Project Coordinator
> Massachusetts Library Network Cooperative(508) 343-0128kluss...@masslnc.org
> Twitter: http://www.twitter.com/kmlussier
>
> On 11/7/2013 8:29 AM, Tony Bandy wrote:
>
> Morning Jayaraj,
>
>  I'm no expert, but have you gone into the Admin-->User Permission Editor
> for the accounts in question?  Sometimes, depending upon whether you have a
> single library or consortium, you might have to adjust the "depth" of the
> permissions.  Sometimes, in cases like this, I've actually opened up two
> windows side by side, and scanned the permissions...it can be time
> consuming, but can help track down permission errors.
>
>  Hope this helps a bit...
>
>  --Tony
>
>
> On Thu, Nov 7, 2013 at 6:37 AM, Jayaraj JR  wrote:
>
>>  Hello,
>>
>>  We are using Evergreen 2.3.7 on Ubuntu 10.04. Currently, Only the
>> Administrator only can Register Patron, Edit Patron Account Details. We
>> would like to know, how we can assign this permission to other staff in the
>> Circulation Section
>>
>>  We have assigned Create User and Edit User permissions to the
>> Circulation Staff. But they are unable to either Register or Edit the
>> Patron. Kindly help us resolve the problem
>>
>>  --
>> Thanking You
>>
>> Jayaraj J R
>> Library Information Assistant
>>  IISER Thiruvananthapuram
>>
>>
>
>
>  --
> Tony Bandy
> to...@ohionet.org
> OHIONET
> 1500 West Lane Ave.
> Columbus, OH  43221-3975
> 614-486-2966 x19
>
>
>


-- 

Fiona Borthwick
Customer Services Consultant, PTFS Europe Limited
Content Management and Library Solutions

+44 (0) 800 756 6803 (phone)
+44 (0) 7540 768230  (mobile)
+44 (0) 131 2088578  (direct dial)
+44 (0) 800 756 6384 (fax)fiona.borthw...@ptfs-europe.com
skype: fionaborthwick1
http://www.ptfs-europe.com

Re: [OPEN-ILS-GENERAL] Fwd: Opinions needed on copying patron data to the clipboard

[Rogan Hamby]

I'm probably of the minority in that while I would like some kind of user
feedback I dealt with this by saying to staff "it's there, don't worry
about it."  In the grand scheme of training issues during an upgrade it was
too small in my mind to worry about.  If it was addressed that would be
nice but not a big deal to me.


On Thu, Nov 7, 2013 at 8:34 AM, Geoff Brown wrote:

> It is always nice to have less clicks!
>
> Thanks,
> Geoff
>
> Library Technician - eResources,
> NC Libraries and Learning Commons
> Niagara College, Welland Campus
> 300 Woodlawn Road
> Welland, ON L3C 7L3
> Tel.  (905) 735-2211  Welland x 7731
> Fax  (905) 736-6021
> gebr...@niagaracollege.ca
> www.niagaracollege.ca/library
>
>
> >>> John Mundy  11/6/2013 7:58 PM >>>
> No more extra clicks!
>
> John
>
> Director
> Perry County Public Library
> 2328 Tell Street
> Tell City, IN 47586
>
> 812-547-2661
> fax 812-547-3038
> jmu...@tcpclibrary.org
> http://www.tcpclibrary.org/
>
> From: open-ils-general-boun...@list.georgialibraries.org [mailto:
> open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Mary Toma
> Sent: Wednesday, November 06, 2013 4:52 PM
> To: Evergreen Discussion Group
> Subject: Re: [OPEN-ILS-GENERAL] Fwd: Opinions needed on copying patron
> data to the clipboard
>
> I totally agree with Kate Butler.  A simple acknowledgement that it's been
> done is needed.
> Mary Toma
> Head Librarian
> South Central Regional Library
>
> On Wed, Nov 6, 2013 at 2:28 PM, Kathy Lussier 
> wrote:
> Hi all,
>
> I thought I sent this message to the list months ago, but it looks like it
> got lost on its way.
>
> Let me know if you have any thoughts on this question!
>
> Kathy
>
>
>
> Kathy Lussier
> Project Coordinator
> Massachusetts Library Network Cooperative
> (508) 343-0128
> kluss...@masslnc.org
> Twitter: http://www.twitter.com/kmlussier
>
>
>  Original Message 
> Subject: Opinions needed on copying patron data to the clipboard
> Date: Thu, 25 Jul 2013 16:36:59 -0400
> From: Kathy Lussier 
> To: Evergreen General Discussion List <
> open-ils-general@list.georgialibraries.org>
>
>
> Hi all,
>
> I'm seeking opinions on a change that was made in 2.4 when copying
> information from the patron editor to the clipboard. Prior to 2.4, when
> a user clicked on a link in the patron summary, they would receive an
> alert confirming that the data had been copied to the clipboard (see
> attached image).
>
> The alert was removed in 2.4 and a bug has been filed on the issue -
> https://bugs.launchpad.net/evergreen/+bug/1192189.
>
> There are pros and cons to removing the confirmation message.
>
> The pros of removing the message are that it conforms with wider user
> interface standards. Basically, you don't receive this kind of
> confirmation when copying data using CTRL-C or a shortcut menu. The
> message can also be seen as an annoyance as it requires an additional
> click.
>
> On the con side, it can be somewhat disconcerting to click on that link
> and not receive a confirmation, leading the user to wonder if the data
> was really copied. It's uncommon in other software to use underlined
> text for copying data, and the confirmation message provides a visual
> cue as to the action that was just taken.
>
> Although I filed the original bug report, I have to say I'm on the fence
> with this issue. However, I do think it's important that the end users
> who are using the patron editor on a daily basis provide some feedback
> on this feature.
>
> Since I filed the bug, three more people have shown support for
> restoring the confirmation message. However, if there are people who
> were happy to see that the message went away, I don't think we would
> have heard from them in Launchpad because they wouldn't have bothered to
> take the time to determine if a bug were filed.
>
> I thought it would be best to do an informal poll of the community
> through the general list to see if there is interest in restoring the
> confirmation message or if people are happy with its removal. I'm hoping
> we can get a feel of the general consensus through an e-mail thread
> rather than setting up a formal poll.
>
> Let me know what you think!
>
> Kathy
>
> --
> Kathy Lussier
> Project Coordinator
> Massachusetts Library Network Cooperative
> (508) 343-0128
> kluss...@masslnc.org
> Twitter: http://www.twitter.com/kmlussier
>
>
>
>
>
>
>
> --
> Mary Toma
> Head Librarian
> South Central Regional Library
> 160 Main Street
> Box 1540
> Winkler, MB R6W 4B4
> 204-325-5864
>
>


-- 

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] Permission to Register Patron and Edit Patron

[Kathy Lussier]

Hi Jayaraj,

You should also make sure you have assigned a working location for the 
user. You can do this through the User Permission Editor that Tony 
described below.


Kathy

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

On 11/7/2013 8:29 AM, Tony Bandy wrote:

Morning Jayaraj,

I'm no expert, but have you gone into the Admin-->User Permission 
Editor for the accounts in question?  Sometimes, depending upon 
whether you have a single library or consortium, you might have to 
adjust the "depth" of the permissions.  Sometimes, in cases like this, 
I've actually opened up two windows side by side, and scanned the 
permissions...it can be time consuming, but can help track down 
permission errors.


Hope this helps a bit...

--Tony


On Thu, Nov 7, 2013 at 6:37 AM, Jayaraj JR > wrote:


Hello,

We are using Evergreen 2.3.7 on Ubuntu 10.04. Currently, Only the
Administrator only can Register Patron, Edit Patron Account
Details. We would like to know, how we can assign this permission
to other staff in the Circulation Section

We have assigned Create User and Edit User permissions to the
Circulation Staff. But they are unable to either Register or Edit
the Patron. Kindly help us resolve the problem

-- 
Thanking You


Jayaraj J R
Library Information Assistant
IISER Thiruvananthapuram




--
Tony Bandy
to...@ohionet.org 
OHIONET
1500 West Lane Ave.
Columbus, OH  43221-3975
614-486-2966 x19

Re: [OPEN-ILS-GENERAL] Permission to Register Patron and Edit Patron

[Tony Bandy]

Morning Jayaraj,

I'm no expert, but have you gone into the Admin-->User Permission Editor
for the accounts in question?  Sometimes, depending upon whether you have a
single library or consortium, you might have to adjust the "depth" of the
permissions.  Sometimes, in cases like this, I've actually opened up two
windows side by side, and scanned the permissions...it can be time
consuming, but can help track down permission errors.

Hope this helps a bit...

--Tony


On Thu, Nov 7, 2013 at 6:37 AM, Jayaraj JR  wrote:

> Hello,
>
> We are using Evergreen 2.3.7 on Ubuntu 10.04. Currently, Only the
> Administrator only can Register Patron, Edit Patron Account Details. We
> would like to know, how we can assign this permission to other staff in the
> Circulation Section
>
> We have assigned Create User and Edit User permissions to the Circulation
> Staff. But they are unable to either Register or Edit the Patron. Kindly
> help us resolve the problem
>
> --
> Thanking You
>
> Jayaraj J R
> Library Information Assistant
> IISER Thiruvananthapuram
>
>


-- 
Tony Bandy
to...@ohionet.org
OHIONET
1500 West Lane Ave.
Columbus, OH  43221-3975
614-486-2966 x19

Re: [OPEN-ILS-GENERAL] Fwd: Opinions needed on copying patron data to the clipboard

[Geoff Brown]

It is always nice to have less clicks!

Thanks,
Geoff

Library Technician - eResources, 
NC Libraries and Learning Commons
Niagara College, Welland Campus
300 Woodlawn Road
Welland, ON L3C 7L3
Tel.  (905) 735-2211  Welland x 7731
Fax  (905) 736-6021 
gebr...@niagaracollege.ca 
www.niagaracollege.ca/library 


>>> John Mundy  11/6/2013 7:58 PM >>>
No more extra clicks!
 
John
 
Director
Perry County Public Library
2328 Tell Street
Tell City, IN 47586
 
812-547-2661
fax 812-547-3038
jmu...@tcpclibrary.org 
http://www.tcpclibrary.org/ 
 
From: open-ils-general-boun...@list.georgialibraries.org 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Mary 
Toma
Sent: Wednesday, November 06, 2013 4:52 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Fwd: Opinions needed on copying patron data to 
the clipboard
 
I totally agree with Kate Butler.  A simple acknowledgement that it's been done 
is needed.  
Mary Toma
Head Librarian
South Central Regional Library
 
On Wed, Nov 6, 2013 at 2:28 PM, Kathy Lussier  wrote:
Hi all,

I thought I sent this message to the list months ago, but it looks like it got 
lost on its way.

Let me know if you have any thoughts on this question!

Kathy



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


 Original Message  
Subject: Opinions needed on copying patron data to the clipboard
Date: Thu, 25 Jul 2013 16:36:59 -0400
From: Kathy Lussier 
To: Evergreen General Discussion List 


 
Hi all,
 
I'm seeking opinions on a change that was made in 2.4 when copying 
information from the patron editor to the clipboard. Prior to 2.4, when 
a user clicked on a link in the patron summary, they would receive an 
alert confirming that the data had been copied to the clipboard (see 
attached image).
 
The alert was removed in 2.4 and a bug has been filed on the issue - 
https://bugs.launchpad.net/evergreen/+bug/1192189.
 
There are pros and cons to removing the confirmation message.
 
The pros of removing the message are that it conforms with wider user 
interface standards. Basically, you don't receive this kind of 
confirmation when copying data using CTRL-C or a shortcut menu. The 
message can also be seen as an annoyance as it requires an additional click.
 
On the con side, it can be somewhat disconcerting to click on that link 
and not receive a confirmation, leading the user to wonder if the data 
was really copied. It's uncommon in other software to use underlined 
text for copying data, and the confirmation message provides a visual 
cue as to the action that was just taken.
 
Although I filed the original bug report, I have to say I'm on the fence 
with this issue. However, I do think it's important that the end users 
who are using the patron editor on a daily basis provide some feedback 
on this feature.
 
Since I filed the bug, three more people have shown support for 
restoring the confirmation message. However, if there are people who 
were happy to see that the message went away, I don't think we would 
have heard from them in Launchpad because they wouldn't have bothered to 
take the time to determine if a bug were filed.
 
I thought it would be best to do an informal poll of the community 
through the general list to see if there is interest in restoring the 
confirmation message or if people are happy with its removal. I'm hoping 
we can get a feel of the general consensus through an e-mail thread 
rather than setting up a formal poll.
 
Let me know what you think!
 
Kathy
 
-- 
Kathy Lussier
Project Coordinator
Massachusetts Library Network Cooperative
(508) 343-0128
kluss...@masslnc.org 
Twitter: http://www.twitter.com/kmlussier 
 
 
 
 



-- 
Mary Toma
Head Librarian
South Central Regional Library
160 Main Street
Box 1540
Winkler, MB R6W 4B4
204-325-5864

Re: [OPEN-ILS-GENERAL] Fwd: Opinions needed on copying patron data to the clipboard

[Joan Kranich]

Hi,

When I first tested 2.4 and found the alert message was gone I saw that as an 
improvement with one less click to do.

This barcode link is part of a circulation program staff use regularly so I do 
not think there is a mystery for most staff about the result of clicking on the 
link.  Circulation desks are often crowded with scanners, printers, etc. and 
one less maneuver of a click or keyboard command is welcome.

Our libraries will begin using 2.4 on Tuesday so we'll see if my opinion agrees 
with our circulation staff at member libraries.

Joan

Joan Kranich
C/W MARS Member Services
jkran...@cwmars.org
508-755-3323 ext. 21

From: open-ils-general-boun...@list.georgialibraries.org 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Kathy 
Lussier
Sent: Wednesday, November 06, 2013 3:28 PM
To: Evergreen General Discussion List
Subject: [OPEN-ILS-GENERAL] Fwd: Opinions needed on copying patron data to the 
clipboard

Hi all,

I thought I sent this message to the list months ago, but it looks like it got 
lost on its way.

Let me know if you have any thoughts on this question!

Kathy



Kathy Lussier

Project Coordinator

Massachusetts Library Network Cooperative

(508) 343-0128

kluss...@masslnc.org

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


 Original Message 
Subject:

Opinions needed on copying patron data to the clipboard

Date:

Thu, 25 Jul 2013 16:36:59 -0400

From:

Kathy Lussier 

To:

Evergreen General Discussion List 




Hi all,



I'm seeking opinions on a change that was made in 2.4 when copying

information from the patron editor to the clipboard. Prior to 2.4, when

a user clicked on a link in the patron summary, they would receive an

alert confirming that the data had been copied to the clipboard (see

attached image).



The alert was removed in 2.4 and a bug has been filed on the issue -

https://bugs.launchpad.net/evergreen/+bug/1192189.



There are pros and cons to removing the confirmation message.



The pros of removing the message are that it conforms with wider user

interface standards. Basically, you don't receive this kind of

confirmation when copying data using CTRL-C or a shortcut menu. The

message can also be seen as an annoyance as it requires an additional click.



On the con side, it can be somewhat disconcerting to click on that link

and not receive a confirmation, leading the user to wonder if the data

was really copied. It's uncommon in other software to use underlined

text for copying data, and the confirmation message provides a visual

cue as to the action that was just taken.



Although I filed the original bug report, I have to say I'm on the fence

with this issue. However, I do think it's important that the end users

who are using the patron editor on a daily basis provide some feedback

on this feature.



Since I filed the bug, three more people have shown support for

restoring the confirmation message. However, if there are people who

were happy to see that the message went away, I don't think we would

have heard from them in Launchpad because they wouldn't have bothered to

take the time to determine if a bug were filed.



I thought it would be best to do an informal poll of the community

through the general list to see if there is interest in restoring the

confirmation message or if people are happy with its removal. I'm hoping

we can get a feel of the general consensus through an e-mail thread

rather than setting up a formal poll.



Let me know what you think!



Kathy



--

Kathy Lussier

Project Coordinator

Massachusetts Library Network Cooperative

(508) 343-0128

kluss...@masslnc.org

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

[OPEN-ILS-GENERAL] Permission to Register Patron and Edit Patron

[Jayaraj JR]

Hello,

We are using Evergreen 2.3.7 on Ubuntu 10.04. Currently, Only the
Administrator only can Register Patron, Edit Patron Account Details. We
would like to know, how we can assign this permission to other staff in the
Circulation Section

We have assigned Create User and Edit User permissions to the Circulation
Staff. But they are unable to either Register or Edit the Patron. Kindly
help us resolve the problem

-- 
Thanking You

Jayaraj J R
Library Information Assistant
IISER Thiruvananthapuram

Re: [OPEN-ILS-GENERAL] Checking out holds to an alternate patron

[Kallinen Pasi]

I believe the improved workflow is (more of less) how our current closed-source 
ILS does things - so it would certainly be of use for us, and a feature our 
staff would want to have.


--
Ystävällisin terveisin

Pasi Kallinen
ICT-asiantuntija

p. 0400-139747
pasi.kalli...@pttk.fi
Länsikatu 15
80110  Joensuu

Pohjois-Karjalan Tietotekniikkakeskus Oy - www.pttk.fi

From: open-ils-general-boun...@list.georgialibraries.org 
[open-ils-general-boun...@list.georgialibraries.org] on behalf of Kathy Lussier 
[kluss...@masslnc.org]
Sent: Thursday, November 07, 2013 07:41
To: Evergreen General Discussion List
Subject: [OPEN-ILS-GENERAL] Checking out holds to an alternate patron

Hi all,

One big issue for our libraries has been the workflow in checking out items 
when the patron sends a family member or another person to pick up a hold on 
their behalf. We've been exploring different possibilities for development to 
improve this workflow.

There are various ways our libraries handle this situation, but the following 
is a likely workflow:

- A patron goes to the library and picks up their spouse's hold. They might 
pick it up from a self-service holds shelf or, if the holds shelf is behind the 
desk, they will ask staff for the item.

- We have some libraries that use notes to verify who is allowed to pick up 
holds. In other libraries, particularly the smaller ones, staff may know by 
sight who is allowed to pick up a patron's holds. Libraries also have different 
policies on whether the hold should be checked out to the person who has picked 
up the hold or the person who originally placed the hold.

- For those libraries that check out the item to the person who is picking up 
the hold, when they perform the checkout, they receive the message saying that 
the item is on hold for somebody else. Staff who have permission can then 
override that message and continue with the checkout.

- The hold for the original patron remains, and there is no easy way to cancel 
that hold from this screen. Instead, staff need to retrieve the record for the 
original patron to cancel the hold. If they don't follow this last step, the 
hold remains on the patron's account and gets filled again.

Circ staff who have the right permissions have the ability to perform the 
checkout and cancel the original hold so that the transaction can be completed. 
However, it takes several steps, particularly when it comes to the hold 
cancellation.

MassLNC is considering a development project that would leverage a friends 
infrastructure already built into Evergreen that would allow us to easily 
manage who can pick up whose holds and automate the process a bit. If we decide 
to move forward with this project, I know I'll be sharing more information on 
this list as we work through some of the implementation details.

However, we also recognize that, even if we provide a means for patrons to 
identify who can pick up their holds, there will continue to be situations 
where friends/family who have not yet been linked to a patron's account will be 
sent to the library to pick up someone's holds. In those situations, we still 
would like an easier way to handle the checkout.

Here are our thoughts for improving the workflow:

- If an item from the hold shelf is checked out to another patron, staff 
receive a prompt saying that the item is on hold for somebody else. This alert 
should display the name of the person for whom the item is on hold.
- This prompt should provide three options: an option to cancel the checkout; 
to proceed with the checkout and remove the original patron from the holds 
queue; or to proceed with the checkout but leave the original patron in the 
holds queue.
- The system should continue to use the same permissions it does today to 
determine if staff is authorized to proceed with the checkout by overriding the 
alert or authorized to cancel the hold.

We aren't looking to give staff the ability to do anything they can't already 
do. We're basically trying to remove some of the steps required to complete the 
transaction.

Before moving further on this project, I wanted to throw the idea out to the 
community to see if others would view this additional option on the prompt as 
an acceptable workflow improvement.

Thanks!
Kathy


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

Re: [OPEN-ILS-GENERAL] Checking out holds to an alternate patron

[Rogan Hamby]

I'm on the fence about this one.  On the one hand - we run into the same
scenario, absolutely.  I  find it hard to imagine any public library
doesn't.  On the other hand our policies regarding privacy and patron
accounts might keep us from taking advantage of such a feature despite it's
utility.  With the correct patron opt in features ... maybe.  Though that
might dissuade my libraries from using it due to having to take it to the
individual boards and educating users.

So  an ambiguous maybe?


On Thu, Nov 7, 2013 at 12:41 AM, Kathy Lussier  wrote:

>  Hi all,
>
> One big issue for our libraries has been the workflow in checking out
> items when the patron sends a family member or another person to pick up a
> hold on their behalf. We've been exploring different possibilities for
> development to improve this workflow.
>
> There are various ways our libraries handle this situation, but the
> following is a likely workflow:
>
> - A patron goes to the library and picks up their spouse's hold. They
> might pick it up from a self-service holds shelf or, if the holds shelf is
> behind the desk, they will ask staff for the item.
>
> - We have some libraries that use notes to verify who is allowed to pick
> up holds. In other libraries, particularly the smaller ones, staff may know
> by sight who is allowed to pick up a patron's holds. Libraries also have
> different policies on whether the hold should be checked out to the person
> who has picked up the hold or the person who originally placed the hold.
>
> - For those libraries that check out the item to the person who is picking
> up the hold, when they perform the checkout, they receive the message
> saying that the item is on hold for somebody else. Staff who have
> permission can then override that message and continue with the checkout.
>
> - The hold for the original patron remains, and there is no easy way to
> cancel that hold from this screen. Instead, staff need to retrieve the
> record for the original patron to cancel the hold. If they don't follow
> this last step, the hold remains on the patron's account and gets filled
> again.
>
> Circ staff who have the right permissions have the ability to perform the
> checkout and cancel the original hold so that the transaction can be
> completed. However, it takes several steps, particularly when it comes to
> the hold cancellation.
>
> MassLNC is considering a development project that would leverage a friends
> infrastructure already built into Evergreen that would allow us to easily
> manage who can pick up whose holds and automate the process a bit. If we
> decide to move forward with this project, I know I'll be sharing more
> information on this list as we work through some of the implementation
> details.
>
> However, we also recognize that, even if we provide a means for patrons to
> identify who can pick up their holds, there will continue to be situations
> where friends/family who have not yet been linked to a patron's account
> will be sent to the library to pick up someone's holds. In those
> situations, we still would like an easier way to handle the checkout.
>
> Here are our thoughts for improving the workflow:
>
> - If an item from the hold shelf is checked out to another patron, staff
> receive a prompt saying that the item is on hold for somebody else. This
> alert should display the name of the person for whom the item is on hold.
> - This prompt should provide three options: an option to cancel the
> checkout; to proceed with the checkout and remove the original patron from
> the holds queue; or to proceed with the checkout but leave the original
> patron in the holds queue.
> - The system should continue to use the same permissions it does today to
> determine if staff is authorized to proceed with the checkout by overriding
> the alert or authorized to cancel the hold.
>
> We aren't looking to give staff the ability to do anything they can't
> already do. We're basically trying to remove some of the steps required to
> complete the transaction.
>
> Before moving further on this project, I wanted to throw the idea out to
> the community to see if others would view this additional option on the
> prompt as an acceptable workflow improvement.
>
> Thanks!
> Kathy
>
> --
> Kathy Lussier
> Project Coordinator
> Massachusetts Library Network Cooperative(508) 343-0128kluss...@masslnc.org
> Twitter: http://www.twitter.com/kmlussier
>
>


-- 

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