[OPEN-ILS-GENERAL] patron registration - date of birth

[Diane Disbro]

Good afternoon -

 

The staff at my library are working through a patron registration exercise.
More than one person has asked why the birthdate needs to be entered
-mm-dd, a format not widely used in the USA. How should I answer that
question?

 

Thank you.

 

Diane Disbro

Circulation Coordinator/Branch Manager

Union Branch

Scenic Regional Library

308 Hawthorne Drive

Union, MO 63084

636-583-3224

ddis...@scenicregional.org

www.scenicregional.org

 

 

Re: [OPEN-ILS-GENERAL] patron registration - date of birth

[Ruth Frasur]

Evergreen is an international product.  That format is fairly standard
outside of the U.S. (and in, as well).  Oftentimes, if staff REALLY doesn't
want to use that format, there's a date picker available.  Not always, but
often.

On Tue, Oct 17, 2017 at 2:55 PM, Diane Disbro 
wrote:

> Good afternoon –
>
>
>
> The staff at my library are working through a patron registration
> exercise. More than one person has asked why the birthdate needs to be
> entered -mm-dd, a format not widely used in the USA. How should I
> answer that question?
>
>
>
> Thank you.
>
>
>
> *Diane Disbro*
>
> Circulation Coordinator/Branch Manager
>
> Union Branch
>
> Scenic Regional Library
>
> 308 Hawthorne Drive
> 
>
> Union, MO
> 
> 63084
> 
>
> 636-583-3224 <(636)%20583-3224>
>
> ddis...@scenicregional.org
>
> www.scenicregional.org
>
>
>
>
>



-- 
Ruth Frasur
Director of the Historic(ally Awesome) Hagerstown - Jefferson Township
Library
10 W. College Street in Hagerstown, Indiana (47346)
p (765) 489-5632; f (765) 489-5808

*Our Kickin' Website ,  Our Rockin' Facebook
Page ,  and The Nettle Creek Players
*

Re: [OPEN-ILS-GENERAL] patron registration - date of birth

[Erica Rohlfs]

Good Afternoon Diane,

While this setting will affect various date formats throughout the
Evergreen database (and not just the Patron DOB field), you can set the
date format via Library Setting: Format Dates with this pattern.

I hope this helps!
Erica

On Tue, Oct 17, 2017 at 2:55 PM, Diane Disbro 
wrote:

> Good afternoon –
>
>
>
> The staff at my library are working through a patron registration
> exercise. More than one person has asked why the birthdate needs to be
> entered -mm-dd, a format not widely used in the USA. How should I
> answer that question?
>
>
>
> Thank you.
>
>
>
> *Diane Disbro*
>
> Circulation Coordinator/Branch Manager
>
> Union Branch
>
> Scenic Regional Library
>
> 308 Hawthorne Drive
> 
>
> Union, MO
> 
> 63084
> 
>
> 636-583-3224 <(636)%20583-3224>
>
> ddis...@scenicregional.org
>
> www.scenicregional.org
>
>
>
>
>



-- 
Erica Rohlfs
Project Manager for Implementation
Equinox Open Library Initiative
phone:  1-877-OPEN-ILS (673-6457) ext. 5572
email:  eroh...@equinoxinitiative.org
web:  http://EquinoxInitiative.org

Re: [OPEN-ILS-GENERAL] patron registration - date of birth

[Kathy Lussier]

Diane,

Are you talking about the old xul client or the new browser client?

While this setting will affect various date formats throughout the 
Evergreen database (and not just the Patron DOB field), you can set 
the date format via Library Setting: Format Dates with this pattern.


I don't think this setting affects the date format in the browser client 
patron registration form.


Kathy


On 10/17/2017 02:58 PM, Erica Rohlfs wrote:

Good Afternoon Diane,

While this setting will affect various date formats throughout the 
Evergreen database (and not just the Patron DOB field), you can set 
the date format via Library Setting: Format Dates with this pattern.


I hope this helps!
Erica

On Tue, Oct 17, 2017 at 2:55 PM, Diane Disbro 
mailto:ddis...@scenicregional.org>> wrote:


Good afternoon –

The staff at my library are working through a patron registration
exercise. More than one person has asked why the birthdate needs
to be entered -mm-dd, a format not widely used in the USA. How
should I answer that question?

Thank you.

*Diane Disbro*

Circulation Coordinator/Branch Manager

Union Branch

Scenic Regional Library

308 Hawthorne Drive



Union, MO


63084



636-583-3224 

ddis...@scenicregional.org 

www.scenicregional.org 




--
Erica Rohlfs
Project Manager for Implementation
Equinox Open Library Initiative
phone:  1-877-OPEN-ILS (673-6457) ext. 5572
email: eroh...@equinoxinitiative.org 


web: http://EquinoxInitiative.org


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

Re: [OPEN-ILS-GENERAL] Holds

[Millissa Macomber]

Could I get more details? I have my display fields but I am having trouble 
finding the correct Base Filters so that I don’t get expired, cancelled and 
fulfilled holds.

Millissa Macomber
Technical Services Coordinator
Burlington Public Library
millis...@burlingtonwa.gov
360-755-0760


From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Willis, Beth
Sent: Monday, October 16, 2017 5:39 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Holds

Hi Katie,

Sorry for the delay in responding to your e-mail.  The source I used for this 
template is Hold Request Record.

I hope this helps.

Beth

On Fri, Oct 13, 2017 at 10:08 AM, Katie Greenleaf Martin 
mailto:b...@blaircountylibraries.org>> wrote:
Hi Beth---Can you tell me what source that report uses? I've been having some 
difficulty with holds reports and that might help :)
thanks!
Katie

On Fri, Oct 13, 2017 at 8:51 AM, Willis, Beth 
mailto:wil...@noblenet.org>> wrote:
Hi Millissa,

Sorry, I inadvertently sent the previous message.

I intended to say that our report includes the following data:

Hold Type
Request Date
Database ID
Title
Author
Last Name
First Name
Pick-up Library

If you think this report would be useful, I can provide more details.

Best regards,
Beth



On Fri, Oct 13, 2017 at 8:48 AM, Willis, Beth 
mailto:wil...@noblenet.org>> wrote:
We have a report called Hold Requests by Hold Type and Pick-up Library.

This report filters on pick-up library and hold type.

Suspended, cancelled and fulfilled holds are excluded.

The report displays the following data:


On Thu, Oct 12, 2017 at 3:11 PM, Millissa Macomber 
mailto:millis...@burlingtonwa.gov>> wrote:
So when a patron has too many overdue books, and a title they have hold becomes 
available, they are blocked from checking out. So when the items are renewed, 
does their hold reset?

Also, is there a report to see what active holds we have currently?

Millissa Macomber
Technical Services Coordinator
Burlington Public Library
millis...@burlingtonwa.gov
360-755-0760





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



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



--
Katie Greenleaf Martin, MLIS
b...@blaircountylibraries.org
814.946.0417x132
County Coordinator
Blair County Library System



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

Re: [OPEN-ILS-GENERAL] Holds

[Willis, Beth]

Hi Millissa,

Here is a screenshot showing the filters that I used:

[image: Inline image 1]

I hope this helps.

Beth

On Tue, Oct 17, 2017 at 4:05 PM, Millissa Macomber <
millis...@burlingtonwa.gov> wrote:

> Could I get more details? I have my display fields but I am having trouble
> finding the correct Base Filters so that I don’t get expired, cancelled and
> fulfilled holds.
>
>
>
> *Millissa Macomber*
>
> *Technical Services Coordinator*
>
> Burlington Public Library
>
> millis...@burlingtonwa.gov
>
> 360-755-0760 <(360)%20755-0760>
>
>
>
>
>
> *From:* Open-ils-general [mailto:open-ils-general-
> boun...@list.georgialibraries.org] *On Behalf Of *Willis, Beth
> *Sent:* Monday, October 16, 2017 5:39 AM
> *To:* Evergreen Discussion Group
> *Subject:* Re: [OPEN-ILS-GENERAL] Holds
>
>
>
> Hi Katie,
>
>
>
> Sorry for the delay in responding to your e-mail.  The source I used for
> this template is Hold Request Record.
>
>
>
> I hope this helps.
>
>
>
> Beth
>
>
>
> On Fri, Oct 13, 2017 at 10:08 AM, Katie Greenleaf Martin <
> b...@blaircountylibraries.org> wrote:
>
> Hi Beth---Can you tell me what source that report uses? I've been having
> some difficulty with holds reports and that might help :)
> thanks!
>
> Katie
>
>
>
> On Fri, Oct 13, 2017 at 8:51 AM, Willis, Beth  wrote:
>
> Hi Millissa,
>
>
>
> Sorry, I inadvertently sent the previous message.
>
>
>
> I intended to say that our report includes the following data:
>
>
>
>
>
>
>
>
>
>
> *Hold Type Request Date Database ID Title Author Last Name First Name
> Pick-up Library*
>
>
>
> If you think this report would be useful, I can provide more details.
>
>
>
> Best regards,
>
> Beth
>
>
>
>
>
>
>
> On Fri, Oct 13, 2017 at 8:48 AM, Willis, Beth  wrote:
>
> We have a report called Hold Requests by Hold Type and Pick-up Library.
>
>
>
> This report filters on pick-up library and hold type.
>
>
>
> Suspended, cancelled and fulfilled holds are excluded.
>
>
>
> The report displays the following data:
>
>
>
>
>
> On Thu, Oct 12, 2017 at 3:11 PM, Millissa Macomber <
> millis...@burlingtonwa.gov> wrote:
>
> So when a patron has too many overdue books, and a title they have hold
> becomes available, they are blocked from checking out. So when the items
> are renewed, does their hold reset?
>
>
>
> Also, is there a report to see what active holds we have currently?
>
>
>
> *Millissa Macomber*
>
> *Technical Services Coordinator*
>
> Burlington Public Library
>
> millis...@burlingtonwa.gov
>
> 360-755-0760 <(360)%20755-0760>
>
>
>
>
>
>
>
>
>
> --
>
> Beth Willis
> Digital & Catalog Librarian
> NOBLE, Inc.
> 26 Cherry Hill Drive
> 
> Danvers, MA 01923
> 
>
>
>
>
>
>
> --
>
> Beth Willis
> Digital & Catalog Librarian
> NOBLE, Inc.
> 26 Cherry Hill Drive
> 
> Danvers, MA 01923
> 
>
>
>
>
>
>
> --
>
> Katie Greenleaf Martin, MLIS
> b...@blaircountylibraries.org
> 814.946.0417x132 <(814)%20946-0417>
> County Coordinator
> Blair County Library System
>
>
>
>
>
> --
>
> Beth Willis
> Digital & Catalog Librarian
> NOBLE, Inc.
> 26 Cherry Hill Drive
> 
> Danvers, MA 01923
> 
>
>



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