Re: [OPEN-ILS-GENERAL] Auto Renew Feature

[Aubrey Area Library]

I just reread your question. The circulation duration rules control how
many times the item can auto renew. To turn it on is in the in the
Notifications/Actions Triggers tab under Local Administration. Should be
triggers for Autorenew and the notification, AutorenewNotify, that you can
clone.

Apologies for the back-to-back messages.

On Thu, Nov 21, 2019 at 10:39 AM Aubrey Area Library <
aubreyarealibr...@gmail.com> wrote:

> Haha Wong picture.
>
> On Thu, Nov 21, 2019 at 10:38 AM Aubrey Area Library <
> aubreyarealibr...@gmail.com> wrote:
>
>> Elizabeth
>>
>> You need to create new circulation duration rules and then change the
>> circulation policies. Attached is a photo of on of our duration rules.
>>
>> On Thu, Nov 21, 2019 at 10:31 AM Elizabeth Davis 
>> wrote:
>>
>>> This has been so helpful.  Thank you everyone.
>>>
>>>
>>>
>>> I’m setting up testing today and the only thing I’m not see is how to
>>> set when the auto renew happens.  I’m assuming that’s in the circulation
>>> policy?
>>>
>>>
>>>
>>> Elizabeth
>>>
>>>
>>>
>>> *From:* Open-ils-general [mailto:
>>> open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Morgan,
>>> Michele
>>> *Sent:* Thursday, November 21, 2019 11:19 AM
>>> *To:* Evergreen Discussion Group <
>>> open-ils-general@list.georgialibraries.org>
>>> *Subject:* Re: [OPEN-ILS-GENERAL] Auto Renew Feature
>>>
>>>
>>>
>>> This is a great discussion!
>>>
>>> Thought I'd share how we implemented autorenewals in NOBLE:
>>>
>>> A Library can opt in to autorenewal. Only their own items checked out at
>>> their own library will be autorenewable. Network transfers are not
>>> autorenewable.
>>>
>>> Autorenewal processing happens the morning the items are due so patrons
>>> don't lose any time from their loan period.
>>>
>>> Our autorenewal action trigger uses a custom filter so that it only runs
>>> for the libraries who have opted in, and does not attempt to process
>>> autorenewals for checkouts that are not renewable at all.
>>>
>>> When a library opts in, and chooses a start date, we adjust their
>>> duration rules to set the number of allowed autorenewals equal to the
>>> number of allowed renewals. If a duration rule has zero allowed renewals,
>>> we don't set a value for allowed autorenewals. This allows the action
>>> trigger filter mentioned above the skip them.
>>>
>>> To avoid the transition issue with new checkouts vs. existing checkouts,
>>> we update open circulations for the opting in library which are due on the
>>> start date and beyond to set the autorenewal remaining field equal to the
>>> renewal remaining field. In that way, items that were checked out prior to
>>> the rule change will be eligible to autorenew.
>>>
>>> Feedback has been positive, though we have adjusted the notice language
>>> a few times to make it less confusing.
>>>
>>> Hope this is helpful!
>>>
>>> -Michele
>>>
>>> --
>>>
>>> Michele M. Morgan, Technical Support Analyst
>>>
>>> North of Boston Library Exchange, Danvers Massachusetts
>>>
>>> mmor...@noblenet.org
>>>
>>>
>>>
>>>
>>>
>>>
>>>
>>> On Thu, Nov 21, 2019 at 9:52 AM Forrest, Stuart 
>>> wrote:
>>>
>>> Hi
>>>
>>>
>>>
>>> We are a library system that is part of a consortium (SCLENDS) and at
>>> the moment the only system that is using auto-renewal and this is what we
>>> have found so far.
>>>
>>>
>>>
>>> 1.   The three-day notice will still go out reminding
>>> patrons there books are due. (Our patrons see this as just a reminder)
>>>
>>> 2.   Auto-renewal happens 1 day before the books are due
>>> and the appropriate auto-renewal notice goes out then.
>>>
>>> 3.   An item won’t auto-renew if one of the following is
>>> true.
>>>
>>> a.   The item is required for a hold
>>>
>>> b.   Patrons' account has expired while they had the item
>>> checked out
>>>
>>> c.Fines have reached the maximum allowed
>>>
>>> d.   Maximum auto-renewals have been reached.
>&g

Re: [OPEN-ILS-GENERAL] Auto Renew Feature

[Aubrey Area Library]

Haha Wong picture.

On Thu, Nov 21, 2019 at 10:38 AM Aubrey Area Library <
aubreyarealibr...@gmail.com> wrote:

> Elizabeth
>
> You need to create new circulation duration rules and then change the
> circulation policies. Attached is a photo of on of our duration rules.
>
> On Thu, Nov 21, 2019 at 10:31 AM Elizabeth Davis 
> wrote:
>
>> This has been so helpful.  Thank you everyone.
>>
>>
>>
>> I’m setting up testing today and the only thing I’m not see is how to set
>> when the auto renew happens.  I’m assuming that’s in the circulation policy?
>>
>>
>>
>> Elizabeth
>>
>>
>>
>> *From:* Open-ils-general [mailto:
>> open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Morgan,
>> Michele
>> *Sent:* Thursday, November 21, 2019 11:19 AM
>> *To:* Evergreen Discussion Group <
>> open-ils-general@list.georgialibraries.org>
>> *Subject:* Re: [OPEN-ILS-GENERAL] Auto Renew Feature
>>
>>
>>
>> This is a great discussion!
>>
>> Thought I'd share how we implemented autorenewals in NOBLE:
>>
>> A Library can opt in to autorenewal. Only their own items checked out at
>> their own library will be autorenewable. Network transfers are not
>> autorenewable.
>>
>> Autorenewal processing happens the morning the items are due so patrons
>> don't lose any time from their loan period.
>>
>> Our autorenewal action trigger uses a custom filter so that it only runs
>> for the libraries who have opted in, and does not attempt to process
>> autorenewals for checkouts that are not renewable at all.
>>
>> When a library opts in, and chooses a start date, we adjust their
>> duration rules to set the number of allowed autorenewals equal to the
>> number of allowed renewals. If a duration rule has zero allowed renewals,
>> we don't set a value for allowed autorenewals. This allows the action
>> trigger filter mentioned above the skip them.
>>
>> To avoid the transition issue with new checkouts vs. existing checkouts,
>> we update open circulations for the opting in library which are due on the
>> start date and beyond to set the autorenewal remaining field equal to the
>> renewal remaining field. In that way, items that were checked out prior to
>> the rule change will be eligible to autorenew.
>>
>> Feedback has been positive, though we have adjusted the notice language a
>> few times to make it less confusing.
>>
>> Hope this is helpful!
>>
>> -Michele
>>
>> --
>>
>> Michele M. Morgan, Technical Support Analyst
>>
>> North of Boston Library Exchange, Danvers Massachusetts
>>
>> mmor...@noblenet.org
>>
>>
>>
>>
>>
>>
>>
>> On Thu, Nov 21, 2019 at 9:52 AM Forrest, Stuart 
>> wrote:
>>
>> Hi
>>
>>
>>
>> We are a library system that is part of a consortium (SCLENDS) and at the
>> moment the only system that is using auto-renewal and this is what we have
>> found so far.
>>
>>
>>
>> 1.   The three-day notice will still go out reminding
>> patrons there books are due. (Our patrons see this as just a reminder)
>>
>> 2.   Auto-renewal happens 1 day before the books are due and
>> the appropriate auto-renewal notice goes out then.
>>
>> 3.   An item won’t auto-renew if one of the following is
>> true.
>>
>> a.   The item is required for a hold
>>
>> b.   Patrons' account has expired while they had the item
>> checked out
>>
>> c.Fines have reached the maximum allowed
>>
>> d.   Maximum auto-renewals have been reached.
>>
>> 4.   The auto-renewal notice will give a reason if the
>> process failed referencing those case for example mentioned above.
>>
>> 5.   Let's say you pick a start date of 1st of December then
>> anything that is checked out before this date will NOT auto-renew. Anything
>> checked out on or after this date WILL. Eventually, of course, all items
>> will auto-renew, we worked out that should take about 9 weeks from the
>> start date.
>>
>> 6.   We decided to have the same amount of auto-renewals as
>> hard renewals to avoid less confusion for the patrons.
>>
>> 7.   If you have any items that checkout for less than 8
>> hours and have 0 renewals this can confusing, but Equinox found a
>> workaround for us.
>>
>> 8.   If a patron fr

Re: [OPEN-ILS-GENERAL] Auto Renew Feature

[Aubrey Area Library]

t;
> sforr...@bcgov.net
>
> beaufortcountylibrary.org
>
>
>
> *From:* Open-ils-general <
> open-ils-general-boun...@list.georgialibraries.org> *On Behalf Of *Diane
> Disbro
> *Sent:* Thursday, November 21, 2019 9:39 AM
> *To:* Evergreen Discussion Group <
> open-ils-general@list.georgialibraries.org>
> *Subject:* Re: [OPEN-ILS-GENERAL] Auto Renew Feature
>
>
>
> [EXTERNAL EMAIL] Please report any suspicious attachments, links, or
> requests for sensitive information to the Beaufort County IT Division at
> helpd...@bcgov.net or to 843-255-7000.
>
> I really appreciate this discussion! I want anecdotal information to share
> with my administration as we consider auto renewal.
>
>
>
> Thank you.
>
> Diane Disbro
>
> Pronouns: she/her
>
> Branch Manager/Circulation Coordinator
>
> Union Branch
>
> Scenic Regional Library
>
> 251 Union Plaza Drive
>
> Union, MO 63084
>
> (636) 583-3224
>
> ddis...@scenicregional.org
>
> [image: Image result for librarians rock]
>
>
>
>
>
>
>
>
>
> On Tue, Nov 19, 2019 at 1:57 PM Geoff Sams  wrote:
>
> I would like to add that if you currently send out pre-due notices that
> it’s probably ideal to stop those as the auto-renew notifications serve the
> same purpose in general.  Jordan touched on that briefly there, but it was
> something we dealt with as well and I wanted to state it outright since it
> could be overlooked.
>
>
>
> Thanks,
>
> Geoff Sams
>
> Library Manager
>
> Roanoke Public Library
>
> 817-491-2691
>
>
>
> *From:* Open-ils-general <
> open-ils-general-boun...@list.georgialibraries.org> *On Behalf Of *Elizabeth
> Davis
> *Sent:* Tuesday, November 19, 2019 11:37 AM
> *To:* Evergreen Discussion Group <
> open-ils-general@list.georgialibraries.org>
> *Subject:* Re: [OPEN-ILS-GENERAL] Auto Renew Feature
>
>
>
> Thank you both.  This has given us more to talk about and consider.
>
>
>
> Elizabeth
>
>
>
> *From:* Open-ils-general [
> mailto:open-ils-general-boun...@list.georgialibraries.org
> ] *On Behalf Of *Aubrey
> Area Library
> *Sent:* Tuesday, November 19, 2019 12:29 PM
> *To:* Evergreen Discussion Group <
> open-ils-general@list.georgialibraries.org>
> *Subject:* Re: [OPEN-ILS-GENERAL] Auto Renew Feature
>
>
>
> We also implemented auto renew in late February this year (we are also the
> other library Geoff mentioned). It was a little rocky at first, being the
> test library for implementation, but once we worked out the kinks it has
> been smooth sailing.
>
>
>
> Overall patrons have been very happy with it though we did have one patron
> that did not like the fact that the items renewed before their actual due
> date. Yes, we are also the library Geoff mentioned whose items auto renew
> before their due date. Thankfully it was resolved after speaking with the
> patron and explaining renewals, how auto renewal works etc. I have started
> looking at changes to this as I would prefer for the items to renew on
> their due date. The setup is what it is due to how courtesy notices are set
> up.
>
>
>
> Geoff mentioned the issues with generating notices.
>
>
>
> For patrons with no email/sms; we tend to just explain to patrons about
> how auto renewal works if they ask about it. After a few times it sinks in
> and they come to expect it. We do not require email address so, personally,
> I look at it as if a patron does not want notifications from the library
> that is their choice. Can't force it on them.
>
>
>
> We had already taken measures years ago to reduce fines (80%
> reduction) so the impact that auto renewal has had is minuscule but as
> it was mention if fines are a source of revenue auto renewal may not be a
> good fit.
>
>
>
> I would echo Geoffs recommendations for implementation. It was something
> that I overlooked and has been a thorn in my side since. Not only to give
> patrons time to return items but also so you o not have a mess of notices
> like we do. Simplicity.
>
>
>
> Thanks,
>
> Jordan Woodard
>
> Aubrey Area Library
>
>
>
> On Mon, Nov 18, 2019 at 3:56 PM Geoff Sams  wrote:
>
> We implemented auto renew back in March this year and things have gone
> fairly smoothly with the implementation for my library.
>
>
>
> Generally, the patrons have been happy about it.  We did have one
> complaint that boiled down to a patron simply not wanting to be notified at
> all, which was an interesting one for me, but that was certainly possible
> to fix for us.
>
>
>
> The only rocky start part was getting our notices 

Re: [OPEN-ILS-GENERAL] Auto Renew Feature

[Aubrey Area Library]

Stuart

For my reports I just use Circulation-->AutoRenewal and use a boolean in
the display field.

On Thu, Nov 21, 2019 at 9:54 AM Forrest, Stuart  wrote:

> Jordan
>
>
>
> That is something I didn’t think but it is certainly a statistic to be
> aware of. What parameter would I use to separate them from ordinary
> renewals/circulations.
>
>
>
> Thanks
>
> Stuart
>
>
>
>
> --
>
> Stuart Forrest, Library IT Manager/Analyst Beaufort County Library System
>
> 311 Scott Street, Beaufort, SC 29902
>
> 843 255 6450
>
> sforr...@bcgov.net
>
> beaufortcountylibrary.org
>
>
>
> *From:* Open-ils-general <
> open-ils-general-boun...@list.georgialibraries.org> *On Behalf Of *Aubrey
> Area Library
> *Sent:* Thursday, November 21, 2019 10:19 AM
> *To:* Evergreen Discussion Group <
> open-ils-general@list.georgialibraries.org>
> *Subject:* Re: [OPEN-ILS-GENERAL] Auto Renew Feature
>
>
>
> [EXTERNAL EMAIL] Please report any suspicious attachments, links, or
> requests for sensitive information to the Beaufort County IT Division at
> helpd...@bcgov.net or to 843-255-7000.
>
> On the reporting side of things we expected our circulation to increase
> dramatically. We saw a 40% increase in circulation numbers with auto
> renewal for FY19 and are expecting that percentage to rise to 50%(ish) for
> FY20 as it will be our first full year with auto renewal and patrons have
> become comfortable with/expect it.
>
>
>
> If staff have circulation reports that they have created and run regularly
> they will need to modify them to display auto renewal circs if they want to
> track that separately.
>
>
>
> Jordan
>
>
>
> On Thu, Nov 21, 2019 at 9:08 AM Frasur, Ruth 
> wrote:
>
> Stuart,
>
>
>
> This concise description of the behavior in your system is very helpful
> and a good framework for communicating with both staff and patrons.
>
>
>
> *Ruth Frasur*
>
> *Evergreen Support and Development Administrator*
>
> Indiana State Library
>
> 140 N Senate Ave
>
> Indianapolis, IN  46204
>
> (317) 460-7556
>
>
> --
>
> *From:* Open-ils-general <
> open-ils-general-boun...@list.georgialibraries.org> on behalf of Forrest,
> Stuart 
> *Sent:* Thursday, November 21, 2019 9:44 AM
> *To:* Evergreen Discussion Group <
> open-ils-general@list.georgialibraries.org>
> *Subject:* Re: [OPEN-ILS-GENERAL] Auto Renew Feature
>
>
>
>  This is an EXTERNAL email. Exercise caution. DO NOT open attachments
> or click links from unknown senders or unexpected email. 
> --
>
> Hi
>
>
>
> We are a library system that is part of a consortium (SCLENDS) and at the
> moment the only system that is using auto-renewal and this is what we have
> found so far.
>
>
>
> 1.   The three-day notice will still go out reminding patrons
> there books are due. (Our patrons see this as just a reminder)
>
> 2.   Auto-renewal happens 1 day before the books are due and
> the appropriate auto-renewal notice goes out then.
>
> 3.   An item won’t auto-renew if one of the following is true.
>
> a.   The item is required for a hold
>
> b.   Patrons' account has expired while they had the item
> checked out
>
> c.Fines have reached the maximum allowed
>
> d.   Maximum auto-renewals have been reached.
>
> 4.   The auto-renewal notice will give a reason if the
> process failed referencing those case for example mentioned above.
>
> 5.   Let's say you pick a start date of 1st of December then
> anything that is checked out before this date will NOT auto-renew. Anything
> checked out on or after this date WILL. Eventually, of course, all items
> will auto-renew, we worked out that should take about 9 weeks from the
> start date.
>
> 6.   We decided to have the same amount of auto-renewals as
> hard renewals to avoid less confusion for the patrons.
>
> 7.   If you have any items that checkout for less than 8
> hours and have 0 renewals this can confusing, but Equinox found a
> workaround for us.
>
> 8.   If a patron from say Beaufort (BCL) comes to Calhoun and
> checks out a book at one of your libraries, that book will auto-renew also.
> On the other hand, if you transit an item to an SCLENDS member who is not
> doing auto-renewals that item will not auto-renew.
>

Re: [OPEN-ILS-GENERAL] Create item/call# records without permissions

[Aubrey Area Library]

Hey April,

Our consortium is currently in the process of overhauling our permissions
as well, using yall as a base.

After looking over it, I wonder if the UPDATE_COPY permission might the the
culprit here. It is the only permission in the Circulator group that looks
like it may be the cause outside of a bug. Unfortunately we haven't got as
far as setting up new groups for testing. Give it a shot and let me know as
this is definitely something to know since we are in a similar boat with
similar goals.

Thanks,
Jordan Woodard
Aubrey Area Library

On Tue, Nov 19, 2019 at 12:53 PM Durrence, April 
wrote:

> Hi all,
>
>
>
> I wanted to ask for feedback on an issue we recently uncovered. We
> recently upgraded from Evergreen 3.1 to 3.3 and implemented a complete
> revamp of our permission structure to include a strict requirement that
> anyone who creates/deletes items or bibs must pass cataloging assessments.
> However, we have found that staff can create new volume/call# and item
> records with only the permissions granted to Circulator, which do not
> include CREATE_VOLUME or CREATE_COPY. These should be the permissions
> checked before Evergreen permits a user to create a new item or call#
> record, right? I don't see any other permissions that should supersede
> those, but am I missing something?
>
>
>
> I created a bug with links to our permissions list and examples from two
> different test databases (running 3.1 and 3.3) where I was able to create
> new holdings without having CREATE_VOLUME or CREATE_COPY permissions:
> https://bugs.launchpad.net/evergreen/+bug/1853062
>
>
>
> Any testing/feedback/confirmation that anyone is willing to provide would
> be most welcome.
>
>
>
> Thanks!
>
>
>
> April
>
>
>
> *April Durrence*
>
> NC Cardinal Training Specialist
>
> NC Dept. of Natural and Cultural Resources
>
> 919.814.6794 | april.durre...@ncdcr.gov
>
> 109 East Jones Street | 4640 Mail Service Center
>
> Raleigh, North Carolina 27699-4600
>
> Facebook <http://www.facebook.com/NorthCarolinaCulture>  Twitter
> <http://www.twitter.com/ncculture>  Instagram
> <http://www.instagram.com/ncculture>  YouTube
> <http://www.youtube.com/ncculture>  Website
> <https://statelibrary.ncdcr.gov/>
>
> [image: A close up of a logo Description automatically generated]
>
> *Email correspondence to and from this address is subject to the North
> Carolina Public Records Law and may be disclosed to third parties.*
>
>
>
>
>


-- 

If you need further assistance, please contact the library at 940-365-9162
or send a reply email.
Thank You, The Library Staff

226 Countryside Dr., Aubrey, TX 76227

Re: [OPEN-ILS-GENERAL] Auto Renew Feature

[Aubrey Area Library]

We also implemented auto renew in late February this year (we are also the
other library Geoff mentioned). It was a little rocky at first, being the
test library for implementation, but once we worked out the kinks it has
been smooth sailing.

Overall patrons have been very happy with it though we did have one patron
that did not like the fact that the items renewed before their actual due
date. Yes, we are also the library Geoff mentioned whose items auto renew
before their due date. Thankfully it was resolved after speaking with the
patron and explaining renewals, how auto renewal works etc. I have started
looking at changes to this as I would prefer for the items to renew on
their due date. The setup is what it is due to how courtesy notices are set
up.

Geoff mentioned the issues with generating notices.

For patrons with no email/sms; we tend to just explain to patrons about how
auto renewal works if they ask about it. After a few times it sinks in and
they come to expect it. We do not require email address so, personally, I
look at it as if a patron does not want notifications from the library that
is their choice. Can't force it on them.

We had already taken measures years ago to reduce fines (80% reduction)
so the impact that auto renewal has had is minuscule but as it was mention
if fines are a source of revenue auto renewal may not be a good fit.

I would echo Geoffs recommendations for implementation. It was something
that I overlooked and has been a thorn in my side since. Not only to give
patrons time to return items but also so you o not have a mess of notices
like we do. Simplicity.

Thanks,
Jordan Woodard
Aubrey Area Library

On Mon, Nov 18, 2019 at 3:56 PM Geoff Sams  wrote:

> We implemented auto renew back in March this year and things have gone
> fairly smoothly with the implementation for my library.
>
>
>
> Generally, the patrons have been happy about it.  We did have one
> complaint that boiled down to a patron simply not wanting to be notified at
> all, which was an interesting one for me, but that was certainly possible
> to fix for us.
>
>
>
> The only rocky start part was getting our notices to generate properly.
> The stock notice wording was a little too generic, so we made changes that
> took a bit of work to get implemented properly.
>
>
>
> We don’t really have the email/sms issue, so I’m not sure what the best
> course of action would be for that to be completely honest.  I have some
> ideas, but I’m not sure if any of them would be viable over the long run.
>
>
>
> This has drastically reduced fines here, for the moment.  It’s not a
> forever renewal process, so I do still see fines, but it has generally
> decreased fines across the board.  We don’t rely on fine income for
> operation here, so this isn’t a giant issue for us, but if you do rely on
> fine income I’d probably recommend against implementing such a process.
> With that said, my staff spend a lot less time dealing with fine related
> issues, and I believe it’s enough to have saved money in general.
>
>
>
> For implementation, I’d recommend one of two options for the sake of
> making things reasonable.  Either set the renewal to happen a few days
> before the due date so that patrons have time to return materials that are
> not renewed, or set the renewal on the due date but add a multi-day grace
> period for the same reason.  We renew on the due date and give patrons 3
> grace days to return the item to avoid fines.  Another library in my
> consortium renews the item 3 days before the due date instead.  Both work,
> but I think the important factor is allowing patrons the time to return
> items.
>
>
>
> Thanks,
>
> Geoff Sams
>
> Library Manager
>
> Roanoke Public Library
>
> 817-491-2691
>
>
>
> *From:* Open-ils-general <
> open-ils-general-boun...@list.georgialibraries.org> *On Behalf Of *Elizabeth
> Davis
> *Sent:* Monday, November 18, 2019 12:09 PM
> *To:* open-ils-general@list.georgialibraries.org
> *Subject:* [OPEN-ILS-GENERAL] Auto Renew Feature
>
>
>
> Hello Everyone,
>
>
>
> For those of you who are using the Auto Renew feature, how is it going?
> What are the general impressions from patrons? Was it a rocky start?   We
> have some concerns about how staff deal with patrons who do not have email
> or sms notification capabilities. How did you deal with this aspect?  Any
> unexpected financial impacts in terms of fine revenue? What are your
> suggestions for those interested in implementing it?
>
>
>
> Thank you,
>
>
>
>
>
> Elizabeth Davis
>
> Head of Digital Services
>
> Scranton Public Library
>
> 500 Vine Street
>
> Scranton, PA 18509
>
> Office 570-348-3000 ext. 3050
>
> Cell 570-795-4332
>
> eda...@albright.org
>
> pronouns: she/her/hers
>
>
>
>
>


-- 

If you need further assistance, please contact the library at 940-365-9162
or send a reply email.
Thank You, The Library Staff

226 Countryside Dr., Aubrey, TX 76227

[OPEN-ILS-GENERAL] IM/Chat Sugesstions

[Aubrey Area Library]

Hello all,

Our consortium is looking for chat/IM platform to help facilitate smoother
communication when troubleshooting various tech problems we face. Email is
nice but it has its limitations.

I am curious if anyone one else is using one of the various platforms out
there and the "why" for choosing it.

Thanks,
Jordan

Re: [OPEN-ILS-GENERAL] Spine Label Printers

[Aubrey Area Library]

That would be great as we still have a ton of label sheets. Happy to know
they we can still put them to use.

Jordan

On Thu, Jan 31, 2019 at 2:29 PM Terran McCanna <
tmcca...@georgialibraries.org> wrote:

> The TSC TPP-247 continuous feed printer works well with the Evergreen web
> client (we are on 3.2.2), and very shortly the development for printing
> directly to full sheets of labels will be complete and then it will be able
> to print to any laser printer.
>
>
>
> Terran McCanna, PINES Program Manager
> --
>
> Georgia Public Library Service | University System of Georgia
>
> 1800 Century Place NE Suite 580 l Atlanta, GA 30345
>
> (404) 235-7138 | tmcca...@georgialibraries.org
>
> http://help.georgialibraries.org | h...@help.georgialibraries.org
>
> <https://www.facebook.com/georgialibraries>
> <https://www.twitter.com/georgialibs>
>
> Join our email list <http://georgialibraries.org> for stories of Georgia
> libraries making an impact in our communities.
>
>
>
> On Thu, Jan 31, 2019 at 3:23 PM Aubrey Area Library <
> aubreyarealibr...@gmail.com> wrote:
>
>> Forgot to mention that we are on Evergreen 3.2.3
>>
>> Jordan
>>
>> On Thu, Jan 31, 2019 at 2:02 PM Aubrey Area Library <
>> aubreyarealibr...@gmail.com> wrote:
>>
>>> Hello All,
>>>
>>> Our cataloguer is looking for a new solution for spine label printing
>>> and I was interested in what the rest of the community is using with
>>> Evergreen as I would like to avoid purchasing something that may not play
>>> well with Evergreen.
>>>
>>> Thanks,
>>> Jordan Woodard
>>> Aubrey Area Library
>>>
>>>
>>>
>>
>> --
>>
>> If you need further assistance, please contact the library at
>> 940-365-9162 or send a reply email.
>> Thank You, The Library Staff
>>
>> 226 Countryside Dr., Aubrey, TX 76227
>>
>>
>>

-- 

If you need further assistance, please contact the library at 940-365-9162
or send a reply email.
Thank You, The Library Staff

226 Countryside Dr., Aubrey, TX 76227

Re: [OPEN-ILS-GENERAL] Spine Label Printers

[Aubrey Area Library]

Forgot to mention that we are on Evergreen 3.2.3

Jordan

On Thu, Jan 31, 2019 at 2:02 PM Aubrey Area Library <
aubreyarealibr...@gmail.com> wrote:

> Hello All,
>
> Our cataloguer is looking for a new solution for spine label printing and
> I was interested in what the rest of the community is using with Evergreen
> as I would like to avoid purchasing something that may not play well with
> Evergreen.
>
> Thanks,
> Jordan Woodard
> Aubrey Area Library
>
>
>

-- 

If you need further assistance, please contact the library at 940-365-9162
or send a reply email.
Thank You, The Library Staff

226 Countryside Dr., Aubrey, TX 76227

[OPEN-ILS-GENERAL] Spine Label Printers

[Aubrey Area Library]

Hello All,

Our cataloguer is looking for a new solution for spine label printing and I
was interested in what the rest of the community is using with Evergreen as
I would like to avoid purchasing something that may not play well with
Evergreen.

Thanks,
Jordan Woodard
Aubrey Area Library

Re: [OPEN-ILS-GENERAL] Yearly Circulation of an Item

[Aubrey Area Library]

Hey Michael,

If you are just wanting to see circulations within your date range then you
want look under...

Item :: Circulations-->CircID(Count)

Set it as a display field. If I am reading your email correctly that should
get you the information you are looking for.

Thanks,
Jordan Woodard
Aubrey Area Library

On Mon, Dec 17, 2018 at 5:40 PM Matt Hoyle  wrote:

> We have some reports that were built at our state level here in North
> Carolina.   I can possibly forward a template that would do what you need.
>
>
> On Mon, Dec 17, 2018, 6:39 PM Matt Hoyle 
>> Michael, are you using a report to get your data?
>>
>> On Mon, Dec 17, 2018, 11:38 AM Michael Schell >
>>> Hi All,
>>>
>>> I am trying to put together a list of top items that circulated in 2018
>>> both by item type and perhaps subject. I am able to find total circulation
>>> of an item but am unsure of how to limit this to just the date range I
>>> want.  Any help would be appreciated.
>>>
>>> Thanks,
>>>
>>> Michael
>>>
>>> --
>>> Michael Schell
>>> Systems Administrator
>>> Fort Erie Public Library
>>> 905-871-2546 x301
>>> msch...@fepl.ca
>>> www.fepl.ca
>>>
>>

-- 

If you need further assistance, please contact the library at 940-365-9162
or send a reply email.
Thank You, The Library Staff

226 Countryside Dr., Aubrey, TX 76227

Re: [OPEN-ILS-GENERAL] call for annual report proofreaders

[Aubrey Area Library]

I would be happy to help as well.

Thanks,
Jordan Woodard
Aubrey Area Library

On Fri, Nov 30, 2018 at 10:49 AM Rogan Hamby 
wrote:

> Good morning,
>
> Andrea Buntz Neiman and myself will be putting together the community
> annual report this year.  One thing we always want is proof readers.  A few
> extra sets of eyes is invaluable in the process.  By the time we reach the
> proofreading stage content will be largely set in place so the primary need
> is for spelling, grammar and proofing for readability though feedback like
> "hey that page isn't using the header font consistently with the rest of
> the document" is always welcome.  If questions come up during that stage
> about layout issues, color choices, graphics, etc... your opinion will be
> appreciated on those as well (and at least a few of those do usually come
> up in that stage).  The schedule will be:
>
> March 1st - Rogan sends version one to proof readers
>
> March 8th - first proof with feedback due from proofreaders
>
> March 15th - second proof due from Rogan
>
> March 22nd - second proof with feedback due from proofreaders
>
> March 29th - third proof due from Rogan
>
> April 5th - third proof due back from proofers
>
> If anyone is interested and will be available during those times let me
> know.  If I get 20 people volunteering I'll probably pull three names out
> of a hat but everyone's enthusiasm would be very welcome!
>
>
>
>
>
> Rogan Hamby, MLIS
>
> Data and Project Analyst
>
> Equinox Open Library Initiative
>
> phone:  1-877-OPEN-ILS (673-6457)
>
> email:  ro...@equinoxinitiative.org
> web:  http://EquinoxInitiative.org
>


-- 

If you need further assistance, please contact the library at 940-365-9162
or send a reply email.
Thank You, The Library Staff

226 Countryside Dr., Aubrey, TX 76227

Re: [OPEN-ILS-GENERAL] Location in Items Out

[Aubrey Area Library]

I checked and then double checked and did not see it either. We are on
3.0.3.

Thanks,
Jordan
Aubrey Area Library

On Tue, Jun 19, 2018 at 1:52 PM, scott.tho...@sparkpa.org <
scott.tho...@sparkpa.org> wrote:

> Has anyone else noticed this Web Client bug? In XUL “Location” is a column
> choice in Items Out and displays the Copy Shelving Location. Location does
> not appear as a column choice in Items Out in the Web Client…or am I
> missing something?
>
> Thank you,
>
> Scott
>
>
>
>
>
> Scott Thomas
>
> Executive Director
>
> *PaILS / SPARK*
>
> (717) 873-9461
>
> scott.tho...@sparkpa.org
>
> Stay informed! Join the SPARK-User Email List:
>
> https://mail.palibrary.org/mailman/listinfo/spark-users
>
> [image: Description: Description: Training | SPARK – Pennsylvania's
> Statewide Library System] <http://www.palibrary.org/pails/>
>
>
>



-- 

If you need further assistance, please contact the library at 940-365-9162
or send a reply email.
Thank You, The Library Staff

226 Countryside Dr., Aubrey, TX 76227

Re: [OPEN-ILS-GENERAL] online registration and mobile app

[Aubrey Area Library]

My response on Launchpad.

Definitely something our library, and possibly consortium, would be
interested in. Like Terran the issue of duplication and patrons "gaming"
the system is an issue we would like to avoid. Each library in our
consortium is pretty autonomous and each offers varying levels of online
services so account duplication is something we keep an eye out from.

Also the ability to toggle staff review before account creation would be
nice for those libraries that like to keep a tighter grip on things.

Currently with patron self pre-registration we can set what fields are
required so the issue is not the information we are getting but the
verification of that information. For example, some people do not know
their county, and in our case City, as the zip code covers several
different municipalities.
Thanks,
Jordan Woodard
Aubrey Area Library

On Fri, Apr 20, 2018 at 9:27 AM, Josh Stompro <stomp...@exchange.larl.org>
wrote:

> Our previous ILS (Millennium) had this ability.  The system would give the
> new self registration patron their internal database id number as their
> barcode.  It was equivalent to the current patron pre-registration directly
> creating a patron with no staff review.  And then staff could review the
> new accounts after they were created.  We never really felt comfortable
> with that.  I’m not sure that would really be compatible with our Overdrive
> contract if Overdrive wanted to take issue with it.  Remember radical trust
> from a few years ago, I have a radical trust deficiency.
>
>
>
> Now Overdrive has their own self registration option, which is actually
> not compliant with our contract with them since it would willing give out
> cards to customers that are not in our service area. The most granular
> geographic boundary is by zip code, which cross county boundaries in
> several of our border cities.  So maybe I shouldn’t worry so much about the
> few that might slip through.
>
>
>
> Here is a link to the wishlist bug report for patron self registration
> with immediate access.  It would help if everyone that is interested in
> this feature would add comments about how they would like it to work and/or
> mark the bug as affecting you.
>
> https://bugs.launchpad.net/evergreen/+bug/1663295
>
>
>
> Josh Stompro - LARL IT Director
>
>
>
> *From:* Open-ils-general [mailto:open-ils-general-
> boun...@list.georgialibraries.org] *On Behalf Of *Diane Disbro
> *Sent:* Thursday, April 19, 2018 1:17 PM
> *To:* Evergreen Discussion Group <open-ils-general@list.
> georgialibraries.org>
> *Subject:* Re: [OPEN-ILS-GENERAL] online registration and mobile app
>
>
>
> This is what we will be doing as soon as we get the registration form the
> way I want it.  :) What we REALLY want to be able to do is for patrons to
> register and be given an account number by the ILS. I've been told other
> ILSes (Is that a word?) perform this function.
>
>
> Diane Disbro
>
> Branch Manager/Circulation Coordinator
>
> Union Branch
>
> Scenic Regional Library
>
> 308 Hawthorne Drive
> <https://maps.google.com/?q=308+Hawthorne+Drive+%0D%0A+%0D%0A+%0D%0A+Union,+MO++63084=gmail=g>
>
> Union, MO
> <https://maps.google.com/?q=308+Hawthorne+Drive+%0D%0A+%0D%0A+%0D%0A+Union,+MO++63084=gmail=g>
>   63084
> <https://maps.google.com/?q=308+Hawthorne+Drive+%0D%0A+%0D%0A+%0D%0A+Union,+MO++63084=gmail=g>
>
> (636) 583-3224
>
> ddis...@scenicregional.org
>
>
>
> On Thu, Apr 19, 2018 at 10:21 AM, Elizabeth Davis <eda...@albright.org>
> wrote:
>
> Shannon
>
>
>
> We use the mailing of the card as address confirmation.  If the mail is
> returned, we update the record.
>
>
>
> Elizabeth
>
>
>
> *From:* Open-ils-general [mailto:open-ils-general-
> boun...@list.georgialibraries.org] *On Behalf Of *Shannon Midyett
> *Sent:* Thursday, April 19, 2018 11:15 AM
> *To:* Evergreen Discussion Group <open-ils-general@list.
> georgialibraries.org>
> *Subject:* Re: [OPEN-ILS-GENERAL] online registration and mobile app
>
>
>
> Elizabeth,
>
>
>
> Do staff confirm address for patrons who receive cards via the online
> registration process?  If so, how do they accomplish this?
>
>
>
> Thanks,
>
> Shannon
>
>
> *Shannon Midyett*
>
> Assistant Director
>
>
>
> [image: logosignature]
>
>
> *Poplar Bluff Municipal Library *318 North Main Street | Poplar Bluff, MO
> 63901
> <https://maps.google.com/?q=318+North+Main+Street+%7C+Poplar+Bluff,+MO+63901=gmail=g>
> e: shan...@poplarbluff.org
>
> t: (573) 686 – 8639 | d: (573) 203 - 4676
>
> *website* <http://poplarbluff.org/>* | **newsletter*
> <http

Re: [OPEN-ILS-GENERAL] Inventory

[Aubrey Area Library]

PINES instructions are exactly how we inventory our collection. We managed
to inventory 20K+ items in 2 days while open with only 2 staff members
working it.

Thanks,
Jordan
Aubrey Area Library

On Wed, Feb 28, 2018 at 12:31 PM, Terran McCanna <
tmcca...@georgialibraries.org> wrote:

> We have some instructions posted here:
>
> http://pines.georgialibraries.org/inventory
>
> Terran McCanna
> PINES Program Manager
> Georgia Public Library Service
> 1800 Century Place, Suite 150
> <https://maps.google.com/?q=1800+Century+Place,+Suite+150+Atlanta,+GA+30345=gmail=g>
> Atlanta, GA 30345
> <https://maps.google.com/?q=1800+Century+Place,+Suite+150+Atlanta,+GA+30345=gmail=g>
> 404-235-7138 <(404)%20235-7138>
> tmcca...@georgialibraries.org
>
> On Feb 28, 2018 12:49 PM, "Marcia Ledin" <mle...@ecrlib.org> wrote:
>
>> We are looking to do an inventory of our collection this year. Does
>> anyone have any step-by-step documentation for this? From start to finish.
>> We are on 2.10.5.
>>
>>
>>
>> Any help would be appreciated.
>>
>>
>>
>> Thank  you.
>>
>>
>>
>> Marcia Ledin, Technical Services Manager
>>
>> East Central Regional Library (ECRL)
>>
>> 244 Birch Street South Cambridge, MN 55008
>> <https://maps.google.com/?q=244+Birch+Street+South+Cambridge,+MN+55008=gmail=g>
>> Phone: 763-392- <(763)%20392-> FAX: 763-689-7436
>> <(763)%20689-7436>
>> http://www.ecrlib.org/
>> <https://mail.ecrlib.org/owa/redir.aspx?C=dhrq4zFFo0qyCm7vLkPK4V4dd7YqsdEIzPoop3m-GjZp6JWpWQr5XQYa3A4mrtP923Fn-_VqoPM.=http%3a%2f%2fwww.ecrlib.org%2f>
>>   mle...@ecrlib.org
>>
>>
>>
>


-- 

If you need further assistance, please contact the library at 940-365-9162
or send a reply email.
Thank You, The Library Staff

226 Countryside Dr., Aubrey, TX 76227

Re: [OPEN-ILS-GENERAL] Reading History opt in on patron application

[Aubrey Area Library]

Hey Josh,

An interesting proposal. I think it would be a neat addition to to add to
patron registration process.

Like Terran, staff being able to view a patrons reading history would be
better off as a togglable library setting. The fact that we can retrieve a
patrons reading history is a somewhat guarded secret due to privacy
concerns in our consortium.

Thanks,
Jordan Woodard
Aubrey Area Library

On Wed, Oct 18, 2017 at 1:44 PM, Josh Stompro <stomp...@exchange.larl.org>
wrote:

> Hello, we are running into the fact that many of our patrons that want to
> make use of a reading history, don’t find out about it until long after
> they sign up for an account. Many of these patrons are also non
> computer/online catalog users, so there is no chance that they would ever
> find the option to enable it themselves, and even if they knew about it,
> they wouldn’t be able to set it themselves.  So they find out about it
> after talking with staff, and then get mad when they find out that it will
> only have their history starting at the point they sign up.  Since they
> don’t use computers, they need staff to walk them through (do it for them)
> logging into their account and finding the option, so it would be handy if
> staff could just do it for them.
>
>
>
> We could set the library setting to default the checkout history to being
> enabled, but we really don’t want to make that decision for everyone, and
> then put the onus on them to figure out how to use the catalog to turn it
> off.
>
>
>
> So we are considering adding an opt in checkbox to the patron application,
> along with a user setting that staff can check, to allow staff to enable
> the circ history at patron registration time.  The user setting being
> checked or unchecked would trigger a nightly process that would
> enable/disable the reading history for that account.
>
>
>
> In theory, this could result in a customer saying that they never signed
> up for the feature, saying that staff did it on their own.  But since it is
> already trivially easy for staff to log into the catalog as a customer, it
> seems like that would already be a problem.  (staff know what the default
> pin numbers are based on, or could just change the pin, a customer that
> never uses the catalog would never know that the pin was changed)
>
>
>
> Has anyone else done this or something like this?  Is this a horrible idea?
>
>
>
> I think staff would also like to be able to access the patrons history
> from their staff stations, which would make readers advisory easier.
> “Which Louis L’Amour titles haven’t I read yet”.
>
>
>
> We have had problems in the past with patrons physically marking books
> that they have read before, to make it easier for them to find the ones
> they haven’t read.
>
>
>
> Josh
>
>
>
> Lake Agassiz Regional Library - Moorhead MN larl.org
>
> Josh Stompro | Office 218.233.3757 EXT-139 <(218)%20233-3757>
>
> LARL IT Director | Cell 218.790.2110 <(218)%20790-2110>
>
>
>



-- 

If you need further assistance, please contact the library at 940-365-9162
or send a reply email.
Thank You, The Library Staff

226 Countryside Dr., Aubrey, TX 76227

Re: [OPEN-ILS-GENERAL] Circulation Limit Sets

[Aubrey Area Library]

I was not aware it could get that complicated. In the end we went with the
checkout library winning so that the checkout period were what the patron
were used too.

Thanks,
Jordan

On Thu, Dec 22, 2016 at 12:53 PM, Jason Stephenson <ja...@sigio.com> wrote:

> Jordan,
>
> You can set the matchpoints up so that the library that owns the item
> wins. In that case, the circulation policies and limits of the item
> owning library will apply. It's not a simple switch. There's no on-off
> option for this. You have to reconfigure the matchpoints.
>
> You can also make things a lot more complicated by having the
> machtpoints configured so it works one way for some libraries and the
> other way for others.
>
> My advice is pick either the checkout library or owning library wins and
> stick to that. Getting everyone to agree can be a challenge.
>
> Jason
>
> On 12/22/2016 01:38 PM, Aubrey Area Library wrote:
> > Hey Scott,
> >
> > Basically circulation/hold policies are applied at the circulating
> > library. If your library does not have a holds limit then your patrons
> > are free to place as many holds as they wish, both at your library and
> > other libraries in you resource sharing situation. Same with checkout. I
> > am not sure it there is an option to change this in evergreen or not.
> > Our library is in a consortium of 13 other libraries and in the
> > beginning decided to let each others polices dictate checkout limits
> > instead.
> >
> > I am a bit confused though. If the Circulation library and the Owning
> > library are the same then are we not talking about one library.
> >
> > Thanks,
> > Jordan
> >
> > On Thu, Dec 22, 2016 at 11:43 AM, scott.tho...@sparkpa.org
> > <mailto:scott.tho...@sparkpa.org> <scott.tho...@sparkpa.org
> > <mailto:scott.tho...@sparkpa.org>> wrote:
> >
> > I have a question about Circulation Limit Sets. I know the policy is
> > applied to the Owning Library, but I was wondering how it would work
> > in a resource sharing situation. Say Library X has a Circulation
> > Limit of 5 DVDs and Library Y has no circulation limits at all. A
> > patron at Library Y places a hold on seven DVDs that are fulfilled
> > by Library X and sent to Library Y for pickup. Is the patron at
> > Library Y prevented from checking out DVD’s 6 and 7 or are Library
> > X’s limits not in force at Library Y even though Library X owns the
> > items? Conversely, if a patron at Library X tries to check out
> > twelve of Library Y’s DVDs, will they be able to? Let’s assume, for
> > the sake of simplicity, that the Circulation Library and the Owning
> > Library are the same in all of these items.
> >
> > Thank you in advance for helping me with this.
> >
> > __ __
> >
> > Scott
> >
> > __ __
> >
> > __ __
> >
> > Scott Thomas
> >
> > Executive Director
> >
> > *PaILS / SPARK*
> >
> > (717) 873-9461 <tel:(717)%20873-9461>
> >
> > scott.tho...@sparkpa.org <mailto:scott.tho...@sparkpa.org>
> >
> > Description: Description: Training | SPARK – Pennsylvania's
> > Statewide Library System <http://www.palibrary.org/pails/>
> >
> > __ __
> >
> > __ __
> >
> >
> >
> >
> > --
> >
> > If you need further assistance, please contact the library at
> > 940-365-9162 or send a reply email.
> > Thank You, The Library Staff
> >
> > 226 Countryside Dr., Aubrey, TX 76227
> >
> >
>



-- 

If you need further assistance, please contact the library at 940-365-9162
or send a reply email.
Thank You, The Library Staff

226 Countryside Dr., Aubrey, TX 76227

Re: [OPEN-ILS-GENERAL] Circulation Limit Sets

[Aubrey Area Library]

Hey Scott,

Basically circulation/hold policies are applied at the circulating library.
If your library does not have a holds limit then your patrons are free to
place as many holds as they wish, both at your library and other libraries
in you resource sharing situation. Same with checkout. I am not sure it
there is an option to change this in evergreen or not. Our library is in a
consortium of 13 other libraries and in the beginning decided to let each
others polices dictate checkout limits instead.

I am a bit confused though. If the Circulation library and the Owning
library are the same then are we not talking about one library.

Thanks,
Jordan

On Thu, Dec 22, 2016 at 11:43 AM, scott.tho...@sparkpa.org <
scott.tho...@sparkpa.org> wrote:

> I have a question about Circulation Limit Sets. I know the policy is
> applied to the Owning Library, but I was wondering how it would work in a
> resource sharing situation. Say Library X has a Circulation Limit of 5 DVDs
> and Library Y has no circulation limits at all. A patron at Library Y
> places a hold on seven DVDs that are fulfilled by Library X and sent to
> Library Y for pickup. Is the patron at Library Y prevented from checking
> out DVD’s 6 and 7 or are Library X’s limits not in force at Library Y even
> though Library X owns the items? Conversely, if a patron at Library X tries
> to check out twelve of Library Y’s DVDs, will they be able to? Let’s
> assume, for the sake of simplicity, that the Circulation Library and the
> Owning Library are the same in all of these items.
>
> Thank you in advance for helping me with this.
>
>
>
> Scott
>
>
>
>
>
> Scott Thomas
>
> Executive Director
>
> *PaILS / SPARK*
>
> (717) 873-9461
>
> scott.tho...@sparkpa.org
>
> [image: Description: Description: Training | SPARK – Pennsylvania's
> Statewide Library System] 
>
>
>
>
>



-- 

If you need further assistance, please contact the library at 940-365-9162
or send a reply email.
Thank You, The Library Staff

226 Countryside Dr., Aubrey, TX 76227

Re: [OPEN-ILS-GENERAL] Question on Patron Hold Limit

[Aubrey Area Library]

Hello Amy,



I have never set one consortium wide but I imagine it is no different that
setting one for an individual library.



What you are looking for is located in Admin-->Local Admin-->Hold Policies.
You can limit the total number of requests placed. I looked over the
settings and I believe it treats all requests (title/copy/volume) the same.
As for you patrons who already have items requested that exceed your
proposed limit I believe that it will still requesting those 30 items but
they will not be able to request additional items until their number of
requests get below 5 or whatever your new limit is.



I hope this helps and anyone correct me if I am wrong.



Thanks,

Jordan

Aubrey Area Library

On Wed, Jun 22, 2016 at 10:47 AM, Amy Terlaga <terl...@biblio.org> wrote:

> Hi all--
>
> We here at Bibliomation *think* there is a way in Evergreen to set
> consortially a limit on the total number of hold requests that can be
> placed for patrons.  For instance, we're thinking of restricting it to 5
> total at one time for all patrons.
>
> Has anyone on the list limited the number of total requests?  Can it be
> done for just title requests?  What happens to those patrons that already
> have, say, 30 requests, and we put this into place?  Do they have to wait
> until their requests get down to 4 before another one will go through?
>
> Any information provided on this feature would be greatly appreciated.
> Since we're not even sure if this feature exists, we have no idea how to
> set it.
>
> Thanks!
> Amy
>
> --
> +=+=+=+=+=+=+=+=+=+=+=+=+=+=+=+
> Amy Terlaga
> Director of Member Services
> Bibliomation, Inc.
> 24 Wooster Avenue
> Waterbury, CT  06708
> (203)577-4070 x101
> terl...@biblio.org
>



-- 

If you need further assistance, please contact the library at 940-365-9162
or send a reply email.
Thank You, The Library Staff

226 Countryside Dr., Aubrey, TX 76227