Re: [OPEN-ILS-GENERAL] copy holds

[Diane Disbro]

Thank you, Ryan and Terran!

Diane Disbro
Pronouns: she/her
Circulation Coordinator
Scenic Regional Library
251 Union Plaza Drive
Union, MO 63084
(636) 583-0652 ext. 110
ddis...@scenicregional.org





On Wed, Aug 19, 2020 at 6:02 PM Ryan Eby  wrote:

> As Terran says the current_copy isn't populated until the hold is targeted
> (for pull list) or actually filled. It can be useful as a way of seeing
> quickly how many holds for a patron will be filled by things on the shelf
> vs returns.
>
> There are barcode and copy id columns you can add to the patron list to
> get the copy the hold is on though (at least on 3.3.5). Unfortunately, it
> isn't a link so you have to copy and paste to actually pull up the copy. It
> would be nice if more displays that showed unique identifiers were links to
> those bibs/items/patrons.
>
> Ryan Eby
> Ann Arbor District Library
>
> --
> *From: *"Terran McCanna" 
> *To: *"Evergreen Discussion Group" <
> open-ils-general@list.georgialibraries.org>
> *Sent: *Wednesday, August 19, 2020 6:26:20 PM
> *Subject: *Re: [OPEN-ILS-GENERAL] copy holds
>
> It doesn't populate in that column until the copy is actually targeted for
> the hold (which it can't do until the copy is in a status that can be
> targeted).
>
> I agree it would be helpful to be able to tell more easily which copy
> *will* be targeted when there is a copy-level hold, though.
>
>
>
> Terran McCanna, PINES Program Manager
> --
>
> Georgia Public Library Service | University System of Georgia
>
> 2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341
>
> (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 Wed, Aug 19, 2020 at 4:00 PM Diane Disbro 
> wrote:
>
>> Good afternoon -
>> Does anyone know the reasoning behind the item barcode of a copy hold not
>> appearing in the patron's list of holds? The item barcode doesn't appear
>> until the item is Available. It seems to me that since the barcode won't
>> change since the hold is a copy hold, the barcode should appear during all
>> phases of the hold.
>>
>> [image: image.png]
>>
>> Thank you.
>> Diane Disbro
>> Pronouns: she/her
>> Circulation Coordinator
>> Scenic Regional Library
>> 251 Union Plaza Drive
>> Union, MO 63084
>> (636) 583-0652 ext. 110
>> ddis...@scenicregional.org
>>
>>
>>
>>
>

[OPEN-ILS-GENERAL] copy holds

[Diane Disbro]

Good afternoon -

Does anyone know the reasoning behind the item barcode of a copy hold not
appearing in the patron's list of holds? The item barcode doesn't appear
until the item is Available. It seems to me that since the barcode won't
change since the hold is a copy hold, the barcode should appear during all
phases of the hold.

[image: image.png]

Thank you.
Diane Disbro
Pronouns: she/her
Circulation Coordinator
Scenic Regional Library
251 Union Plaza Drive
Union, MO 63084
(636) 583-0652 ext. 110
ddis...@scenicregional.org

[OPEN-ILS-GENERAL] report use of curbside checkout

[Diane Disbro]

Good afternoon -

Is there a way to report on the number of checkouts performed through the
curbside module?

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

Re: [OPEN-ILS-GENERAL] How to get rid of bills that have been paid

[Diane Disbro]

Hi -

Doesn't always work though, does it? I see that this bug is fixed in
3.4.something.

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





On Thu, Jul 23, 2020 at 8:00 AM Dawn Dale 
wrote:

> Diane,
>
> Is this a bill that did not close properly?  If it is, I usually add $.01
> and pay $.01  to force the bill to close.
>
>
> Dawn Dale, PINES Services Specialist - Circulation
>
> Georgia Public Library Service | University System of Georgia
>
> 2872 Woodcock Boulevard, Suite 250, Atlanta, GA 30341
>
> tel: 404.291-2800 | dd...@georgialibraries.org
>
> <https://www.facebook.com/georgialibraries>
> <https://www.twitter.com/georgialibs>
>
> Join our email list <http://georgialibraries.org/subscription/> for
> stories of Georgia libraries making an impact in our communities.
>
>
>
>
>
>
> On Wed, Jul 22, 2020 at 9:33 PM Diane Disbro 
> wrote:
>
>> Good evening -
>>
>> How can we get bills that have been paid to stop showing in the patron's
>> account? This $0.20 needs to go away for good.
>>
>> [image: image.png]
>> 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
>>
>>
>>
>>

Re: [OPEN-ILS-GENERAL] How to get rid of bills that have been paid

[Diane Disbro]

Yes! That is what someone told me to do in the past and I could NOT
remember it. 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





On Thu, Jul 23, 2020 at 8:00 AM Dawn Dale 
wrote:

> Diane,
>
> Is this a bill that did not close properly?  If it is, I usually add $.01
> and pay $.01  to force the bill to close.
>
>
> Dawn Dale, PINES Services Specialist - Circulation
>
> Georgia Public Library Service | University System of Georgia
>
> 2872 Woodcock Boulevard, Suite 250, Atlanta, GA 30341
>
> tel: 404.291-2800 | dd...@georgialibraries.org
>
> <https://www.facebook.com/georgialibraries>
> <https://www.twitter.com/georgialibs>
>
> Join our email list <http://georgialibraries.org/subscription/> for
> stories of Georgia libraries making an impact in our communities.
>
>
>
>
>
>
> On Wed, Jul 22, 2020 at 9:33 PM Diane Disbro 
> wrote:
>
>> Good evening -
>>
>> How can we get bills that have been paid to stop showing in the patron's
>> account? This $0.20 needs to go away for good.
>>
>> [image: image.png]
>> 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
>>
>>
>>
>>

[OPEN-ILS-GENERAL] How to get rid of bills that have been paid

[Diane Disbro]

Good evening -

How can we get bills that have been paid to stop showing in the patron's
account? This $0.20 needs to go away for good.

[image: image.png]
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

[OPEN-ILS-GENERAL] Hot spots

[Diane Disbro]

Good evening -

What is the loan period for you internet hot spots? Is it working well for
your patrons?

Thank you.
Diane Disbro
Scenic Regional Library
Missouri

[OPEN-ILS-GENERAL] Fwd: damaged item override

[Diane Disbro]

Good morning -

Is this a new way to say Damaged? I don't remember seeing this wording
before but have seen it twice today on two different patron accounts at two
different branches. Insights?
[image: image.png]

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

Re: [OPEN-ILS-GENERAL] [Bug 1879983] [NEW] Curbside Pickup

[Diane Disbro]

This is exciting!

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





On Thu, May 21, 2020 at 10:55 AM Andrea Neiman <1879...@bugs.launchpad.net>
wrote:

> Public bug reported:
>
> Equinox is working on a curbside pickup interface for Evergreen. This
> will sit alongside the existing holds interfaces and its main function
> will be to give staff a process checklist to follow for curbside pickup.
> Patrons will be able to schedule pickup times online or via a staff
> member. Existing notice structures via Action/Trigger will be leveraged
> to broker communication about curbside pickup.
>
> A basic outline and wireframes can be seen in this document:
>
> https://yeti.esilibrary.com/dev/public/techspecs/curbside.pdf
>
> This is very much a "v.1" feature, and our primary goal is to get
> something broadly functional together as quickly as possible. Details of
> the above plan are subject to change as we work through the code.
>
> Watch this space!
>
> ** Affects: evergreen
>  Importance: Undecided
>  Status: New
>
> --
> You received this bug notification because you are subscribed to
> Evergreen.
> Matching subscriptions: EV bug mail
> https://bugs.launchpad.net/bugs/1879983
>
> Title:
>   Curbside Pickup
>
> Status in Evergreen:
>   New
>
> Bug description:
>   Equinox is working on a curbside pickup interface for Evergreen. This
>   will sit alongside the existing holds interfaces and its main function
>   will be to give staff a process checklist to follow for curbside
>   pickup. Patrons will be able to schedule pickup times online or via a
>   staff member. Existing notice structures via Action/Trigger will be
>   leveraged to broker communication about curbside pickup.
>
>   A basic outline and wireframes can be seen in this document:
>
>   https://yeti.esilibrary.com/dev/public/techspecs/curbside.pdf
>
>   This is very much a "v.1" feature, and our primary goal is to get
>   something broadly functional together as quickly as possible. Details
>   of the above plan are subject to change as we work through the code.
>
>   Watch this space!
>
> To manage notifications about this bug go to:
> https://bugs.launchpad.net/evergreen/+bug/1879983/+subscriptions
>

Re: [OPEN-ILS-GENERAL] Curbside Delivery & Similar - sharing ideas

[Diane Disbro]

Hey -

I heard that the link I sent didn't work. You can find the presentation
through the PLA Conference website.
https://www.placonference.org/programs.cfm  Programs and Handouts - Keyword
search: curbside will take you to presentation information
[image: image.png]
Click on the session title to navigate here:

https://www.placonference.org/profile.cfm?profile_name=session&master_key=4B868384-F494-FAFD-F1B0-86F1F8100E77&page_key=3B32BA3B-0C73-28BC-D7F3-2A5F86C92F37&xtemplate&userLGNKEY=0


The link to the slides is at the bottom of the page.


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





On Tue, Apr 7, 2020 at 11:09 AM Josh Stompro 
wrote:

> Hello Everyone, I'm wondering if those of you that have tried curbside
> delivery & similar services, or those that have started planning for it but
> haven't tried yet could share your experiences and documents.   It isn't
> something that we have ever done before, and I'm not sure if we will try
> it.  But I want to try and be prepared in case it does come up.
>
> I'm curious if you rely on customers having cell phones to call when they
> drive up?  Or if you have someone outside just taking orders?  Anyone use
> something like a wireless intercom, baby monitor, ring camera, etc.
>
> We have many one person rural libraries, so I'm curious how things work
> with just having one person, vs having several employees.
>
> Thanks
> Josh
>
> --
> Josh Stompro - IT Director
> Lake Agassiz Regional Library
> Desk: 218-233-3757 Ext 139
> Cell: 218-790-2110
>

Re: [OPEN-ILS-GENERAL] Curbside Delivery & Similar - sharing ideas

[Diane Disbro]

Hi, Josh -

There was a good session at PLA this year about curbside service. My
library DOES plan to implement this service post-corona. You will find the
slides from the presentation here:
file:///C:/Users/all/Downloads/2108_curbsidedeliverypowerpointpublic.pdf

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





On Tue, Apr 7, 2020 at 11:09 AM Josh Stompro 
wrote:

> Hello Everyone, I'm wondering if those of you that have tried curbside
> delivery & similar services, or those that have started planning for it but
> haven't tried yet could share your experiences and documents.   It isn't
> something that we have ever done before, and I'm not sure if we will try
> it.  But I want to try and be prepared in case it does come up.
>
> I'm curious if you rely on customers having cell phones to call when they
> drive up?  Or if you have someone outside just taking orders?  Anyone use
> something like a wireless intercom, baby monitor, ring camera, etc.
>
> We have many one person rural libraries, so I'm curious how things work
> with just having one person, vs having several employees.
>
> Thanks
> Josh
>
> --
> Josh Stompro - IT Director
> Lake Agassiz Regional Library
> Desk: 218-233-3757 Ext 139
> Cell: 218-790-2110
>

Re: [OPEN-ILS-GENERAL] [Evergreen-catalogers] The Web client -- an appreciation

[Diane Disbro]

+1 for circulation, too! User buckets - HURRAY!

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





On Wed, Jan 29, 2020 at 5:02 PM Deborah Luchenbill <
debo...@mobiusconsortium.org> wrote:

> +1 to that!!
>
> It was really exciting to be able to delete so many things from my
> documentation because of the web client!
>
> Debbie Luchenbill
> Evergreen Coordinator
> MOBIUS
> 111 E. Broadway, Ste. 220
> Columbia, MO  65203
> deb...@mobiusconsortium.org 
> 573-234-4914
> https://mobiusconsortium.org <http://mobiusconsortium.org>
> Evergreen Help Desk: h...@mobiusconsortium.org / 877-312-3517
> Pronouns: She/Her/Hers
>
>
> On Fri, Jan 24, 2020 at 9:51 AM Elaine Hardy 
> wrote:
>
>> While updating an old local document on using record buckets, I am
>> constantly reminded how much the Web client improved the XUL client as I
>> replace screenshots and edit "how tos" for the PINES wiki. The menus and
>> the functionality they represent are more streamlined and efficient in the
>> Web client, removing extraneous steps, creating a more user friendly
>> interface. In many ways I am creating a whole new document because of those
>> improvements.
>>
>> While I know we still have bugs and wishlist items to work through and
>> the angular client to complete, I think kudos are deserved for the whole
>> community -- from developers to users to testers to funders -- for the
>> constant work in improving Evergreen. I often communicate more about what
>> is wrong with the software especially through bug reports and just wanted
>> to take a few minutes to express my appreciation for what is right about
>> it.
>>
>> Elaine
>>
>> J. Elaine Hardy, PINES and Collaborative Projects Manager
>> --
>>
>> Georgia Public Library Service
>>
>> 2872 Woodcock Blvd., Suite 250 | Atlanta, GA 30341
>>
>> (404) 235-7128 | eha...@georgialibraries.org
>>
>> (404) 548-4241 | Cell
>>
>> <https://www.facebook.com/georgialibraries>
>> <https://www.twitter.com/georgialibs>
>>
>> Join our email list <http://georgialibraries.org/subscription> for
>> stories of Georgia libraries making an impact in our communities.
>> ___
>> Evergreen-catalogers mailing list
>> evergreen-catalog...@list.evergreen-ils.org
>>
>> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-catalogers
>>
>

Re: [OPEN-ILS-GENERAL] Special circulations problem

[Diane Disbro]

Hi -

There is an Action menu in 3.3 and there was in the XUL client. That's
where Lost and Long Overdue items are found. I wonder what happened to 3.2?
There is a separate tab for non-cataloged items so there are three tabs in
Items Out.

Thanks.
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





On Thu, Jan 30, 2020 at 6:52 AM Frasur, Ruth  wrote:

> In 3.2, there is no actions menu in the other/special circulations menu.
> This is generally where the non-cataloged items show up.  I’m not sure if
> this is a feature or bug.  (I feel like that should be a trivia category)
>
>
>
> Ruth Frasur
>
> *Evergreen Development and Support Administrator*
>
> Indiana State Library
>
> 140 N. Senate Ave.
>
> Indianapolis, IN 46204
>
> (317) 460-7556
>
>
>
> *From:* Open-ils-general [mailto:
> open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Diane
> Disbro
> *Sent:* Wednesday, January 29, 2020 8:33 PM
> *To:* Evergreen Discussion Group <
> open-ils-general@list.georgialibraries.org>
> *Subject:* Re: [OPEN-ILS-GENERAL] Special circulations problem
>
>
>
>  This is an EXTERNAL email. Exercise caution. DO NOT open attachments
> or click links from unknown senders or unexpected email. ****
> --
>
> Hi -
>
>
>
> You tried Check In from the Actions menu?
>
>
> 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
>
>
>
>
>
>
>
>
>
>
>
> On Wed, Jan 29, 2020 at 5:37 PM Chris Owens 
> wrote:
>
> Would anyone happen to know how to clear an item out of the Other/Special
> Circulations category on a patron's account (version 3.3)? The item has no
> bills attached that I can see and has been circulating among other patrons,
> but I cannot figure out a way to delete it from this patron's account.
>
> Thanks,
> Chris
>
> --
>
> Chris Owens
>
> Director
>
> Blanchester Public Library
>
> 110 N. Broadway
>
> Blanchester, OH 45107
>
> 937-783-3585
>
> 937-783-2910 (fax)
>
> cow...@blanlibrary.org
>
>
>
>
>
>

Re: [OPEN-ILS-GENERAL] Special circulations problem

[Diane Disbro]

Hi -

You tried Check In from the Actions menu?

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





On Wed, Jan 29, 2020 at 5:37 PM Chris Owens  wrote:

> Would anyone happen to know how to clear an item out of the Other/Special
> Circulations category on a patron's account (version 3.3)? The item has no
> bills attached that I can see and has been circulating among other patrons,
> but I cannot figure out a way to delete it from this patron's account.
> Thanks,
> Chris
> --
>
> Chris Owens
>
> Director
>
> Blanchester Public Library
>
> 110 N. Broadway
>
> Blanchester, OH 45107
>
> 937-783-3585
>
> 937-783-2910 (fax)
>
> cow...@blanlibrary.org
>
>
>
>
>

Re: [OPEN-ILS-GENERAL] Where are booked items?

[Diane Disbro]

Thank you, Jane!

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





On Fri, Jan 17, 2020 at 11:01 AM Jane Sandberg 
wrote:

> Hi Diane,
>
> The Manage Reservations screen is new as of Evergreen 3.4.
>
> If you are on a previous version of Evergreen, I suspect the best option
> would be to run a report.  You would want a report of Booking Reservations
> that includes the pickup_lib (Pickup Library) field, probably limited to
> your specific booking resource (i.e. the Rug Doctor).
>
>
>-Jane
>
> On Fri, Jan 17, 2020 at 8:47 AM Diane Disbro 
> wrote:
>
>> Hi, Terran -
>>
>> Where do we find Manage Reservations? I don't see it in the Bookings tab
>> or the Admin tab.
>>
>> Thanks.
>> 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
>>
>>
>>
>>
>>
>> On Fri, Jan 17, 2020 at 10:38 AM Terran McCanna <
>> tmcca...@georgialibraries.org> wrote:
>>
>>> We're only just beginning to experiment with this module, but if you go
>>> into "Manage Reservations" and select the consortium plus descendants will
>>> it show you the current locations?
>>>
>>> Terran McCanna, PINES Program Manager
>>> --
>>>
>>> Georgia Public Library Service | University System of Georgia
>>>
>>> 2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341
>>>
>>> (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 Fri, Jan 17, 2020 at 11:33 AM Diane Disbro <
>>> ddis...@scenicregional.org> wrote:
>>>
>>>> Good morning -
>>>>
>>>> Booking items aren't in the searchable catalog. Is there a way to find
>>>> an item's current location? For example, once we send the Rug Doctor to a
>>>> branch, we can't search Evergreen to find where it is. We could keep a
>>>> paper record but that defeats the purpose of an ILS. What are we missing?
>>>>
>>>> Thanks.
>>>> 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
>>>>
>>>>
>>>>
>>>>
>
> --
> Jane Sandberg
> Electronic Resources Librarian
> Linn-Benton Community College
> sand...@linnbenton.edu / 541-917-4655
> Pronouns: she/her/hers
>

Re: [OPEN-ILS-GENERAL] Where are booked items?

[Diane Disbro]

Hi, Terran -

Where do we find Manage Reservations? I don't see it in the Bookings tab or
the Admin tab.

Thanks.
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





On Fri, Jan 17, 2020 at 10:38 AM Terran McCanna <
tmcca...@georgialibraries.org> wrote:

> We're only just beginning to experiment with this module, but if you go
> into "Manage Reservations" and select the consortium plus descendants will
> it show you the current locations?
>
> Terran McCanna, PINES Program Manager
> --
>
> Georgia Public Library Service | University System of Georgia
>
> 2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341
>
> (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 Fri, Jan 17, 2020 at 11:33 AM Diane Disbro 
> wrote:
>
>> Good morning -
>>
>> Booking items aren't in the searchable catalog. Is there a way to find an
>> item's current location? For example, once we send the Rug Doctor to a
>> branch, we can't search Evergreen to find where it is. We could keep a
>> paper record but that defeats the purpose of an ILS. What are we missing?
>>
>> Thanks.
>> 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
>>
>>
>>
>>

[OPEN-ILS-GENERAL] Where are booked items?

[Diane Disbro]

Good morning -

Booking items aren't in the searchable catalog. Is there a way to find an
item's current location? For example, once we send the Rug Doctor to a
branch, we can't search Evergreen to find where it is. We could keep a
paper record but that defeats the purpose of an ILS. What are we missing?

Thanks.
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

Re: [OPEN-ILS-GENERAL] 2019 new Evergreen Libraries

[Diane Disbro]

I forgot about this! Maybe someone from Missouri already replied but here
is the list of libraries that migrated to Missouri Evergreen in 2019. I
would have to search through old emails to find collection sizes and patron
counts. If you need that information, let me know.

[image: image.png]

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





On Fri, Jan 17, 2020 at 6:59 AM Rogan Hamby 
wrote:

> Hi,
>
> Not too late at all, thank you!
>
>
>
> On Fri, Jan 17, 2020 at 12:49 AM Linda Jansova  wrote:
>
>> Hi Rogan,
>>
>> I hope it's not too late by now but I'll try anyway:
>>
>> In 2019 our Evergreen Common Catalog welcomed three new member libraries:
>>
>>- Varianty Educational Programme Library - this library started using
>>Evergreen as its first ever ILS. The educational programme is operated by 
>> a
>>Czech nonprofit organization People in Need, widely known for its
>>humanitarian work in a number of countries around the world. The library
>>has about 5,000 volumes.
>>- Evangelical Theological Seminary Library - this library previously
>>used its own Evergreen installation but switched to using Evergreen in the
>>Common Catalog format in 2019. The library is operated by a vocational
>>school focusing on theology, social and pastoral work. It has about 17,000
>>volumes.
>>- Montessori Library - this library started using Evergreen as its
>>first ever ILS. The library is operated by a Czech nonprofit organization
>>Montessori Czech Republic which focuses on promoting and supporting
>>Montessori method of education. It has about 2,000 volumes.
>>
>> The Common Catalog is described in detail in the 2015 community annual
>> report:
>> https://evergreen-ils.org/wp-content/uploads/2016/04/Evergreen%20Annual%20Report%202015%20Max%20Resolution.pdf.
>> Currently, it serves as a shared Evergreen installation for seven
>> independent libraries based in the Czech Republic.
>>
>> Also in 2019, the Security Services Archive Library started using
>> Evergreen by joining an installation operated by the Institute for the
>> Study of Totalitarian Regimes, thus creating a second cluster of Evergreen
>> libraries in the Czech Republic. The Security Services Archive Library - as
>> its name suggests - is operated by the Security Services Archive. This
>> archive is a governmental organization which focuses on archival materials
>> resulting from the security services activities during the communist era.
>> It has about 4,000 volumes.
>>
>> Thank you in advance for including some of the above mentioned
>> information in the annual report!
>> Linda
>>
>> On 12/12/19 6:05 PM, Rogan Hamby wrote:
>>
>> Good afternoon on behalf of the Outreach Committee,
>>
>> One thing we are doing in the community annual report this year is
>> dedicating space to discussing the growth of Evergreen during 2019 in terms
>> of those who have moved to Evergreen.  Obviously, various institutions can
>> migrate into Evergreen without any kind of fanfare or announcement but I'm
>> hoping to create as strong a list of possible.  So, if you know of an
>> institution that has moved to Evergreen this year please let me know.  A
>> few stats like bib collection size would be great but I'll take as
>> little as a name and location!
>>
>>
>> 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
>>
>>

[OPEN-ILS-GENERAL] overdue notifications to staff?

[Diane Disbro]

Good morning -

We want to circulate hot spots and we want to be notified when a hot spot
is 72 hours overdue so that we can shut it down remotely. How can we get
notifications sent to staff at the 72 hour mark?

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

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

[Diane Disbro]

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 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 suc

Re: [OPEN-ILS-GENERAL] eCard and Geolocation

[Diane Disbro]

Good morning -

We issue eCards but don't verify address unless the patron comes to a
branch and wants to check out physical materials.

Diane Disbro
Branch Manager/Circulation Coordinator
Union Branch
Scenic Regional Library
308 Hawthorne Drive
Union, MO 63084
(636) 583-3224
ddis...@scenicregional.org
[image: Image result for librarians rock]




On Wed, Jul 31, 2019 at 7:58 AM Joan Kranich  wrote:

> Hi,
>
> We are discussing issuing eCards to patrons and considering the best
> method for verifying the patron's address.  If you are using some sort of
> geolocation process I would appreciate hearing about your experience.
>
> Thanks.
> Joan
>
> --
>
> Joan Kranich | Library Applications Manager
>
> CW MARS
>
> jkran...@cwmars.org
>
> 508-755-3323 x321 or x1 <(508)%20755-3323>
>
> http://www.cwmars.org
>
>

[OPEN-ILS-GENERAL] floating question

[Diane Disbro]

Good afternoon -

Our library just began floating the entire collection. Will items brought
in from another branch return to that branch if they aren't picked up from
the hold shelf before they expire?

Thank you.
Diane Disbro
Branch Manager/Circulation Coordinator
Union Branch
Scenic Regional Library
308 Hawthorne Drive
Union, MO 63084
(636) 583-3224
ddis...@scenicregional.org
[image: Image result for librarians rock]

[OPEN-ILS-GENERAL] Circulation Interest Group meets at the Evergreen International Conference!

[Diane Disbro]

Good afternoon -

Circulation is the reason for all of the other functions of a library.
Circulation staff rock!

On Friday, April 26, at 8:00 a.m., anyone working in or interested in
library circulation is invited to meet to share best practices, ask
questions, and to give and receive support from each other.

Dan Brower, Assistant Director of Cass County Library (Missouri) and I will
facilitate the discussion. We look forward to spending time with YOU!

Diane Disbro
Branch Manager/Circulation Coordinator
Union Branch
Scenic Regional Library
308 Hawthorne Drive
Union, MO 63084
(636) 583-3224
ddis...@scenicregional.org
[image: image.png]

Re: [OPEN-ILS-GENERAL] 🌲[Evergreen] RE: deleting lost and missing items

[Diane Disbro]

Cathy, I haven't heard about the consortium making this decision. If it
did, the time period must be longer than seven years if Jake's materials
haven't been deleted before he gets to them at seven years.

We have been talking about this at Scenic in conjunction with patrons
bringing back materials after they have been lost for years and expecting
the bills to be voided. If the items are no longer in the catalog, it is
questionable whether we want to add them in again. If we void the bills and
don't add the item, we are out of $$$. We may need a policy about when it
will be too late to return items and have bills voided. Thus---I'm
getting input about how long to wait before cleaning up the catalog. (I
loathe and detest having patron and material records hanging around when
the patrons and materials are long gone. It's like having an unending case
of indigestion.)

All suggestions are welcome.

Thank you.
Diane Disbro
Branch Manager/Circulation Coordinator
Union Branch
Scenic Regional Library
308 Hawthorne Drive
Union, MO 63084
(636) 583-3224
ddis...@scenicregional.org
*Currently reading: Born To Be Posthumous: The Eccentric Life and
Mysterious Genius of Edward Gorey by Mark Dery*



On Wed, Feb 13, 2019 at 11:54 AM Cathy Dame 
wrote:

> Am I way off or did we agree as a consortium about how long items remained
> missing or lost?  I thought there was a set time when the system
> automatically deleted these items.
>
>
>
> Cathy
>
>
>
> *From:* evergreen-boun...@lists.mobiusconsortium.org <
> evergreen-boun...@lists.mobiusconsortium.org> *On Behalf Of *
> jjohn...@webbcitylibrary.org
> *Sent:* Wednesday, February 13, 2019 11:49 AM
> *To:* Ron Eifert 
> *Cc:* ME list serv ; Evergreen
> Discussion Group 
> *Subject:* Re: 🌲[Evergreen]deleting lost and missing items
>
>
>
> 3 years marked missing
>
> 7 years lost(still checked out)
>
> Jake Johnson
> Library Director
> Webb City Public Library
> 101 S. Liberty St
> Webb City, MO 64870
> 417-673-4326
> jjohn...@webbcitylibrary.org
>
>
> On Feb 13, 2019, at 11:20 AM, Ron Eifert 
> wrote:
>
> Typically, they are deleted as soon as a replacement is received. Other
> than that, we make the decision whether to purge or replace after we do an
> inventory. One of the best things about the upcoming software upgrades is
> that an inventory should be easier to perform.
>
>
>
> Ron Eifert
>
> Director
>
> Sikeston Public Library
>
>
>
> Get Outlook for iOS <https://aka.ms/o0ukef>
>
>
> --
>
> *From:* evergreen-boun...@lists.mobiusconsortium.org on behalf of Diane
> Disbro 
> *Sent:* Wednesday, February 13, 2019 11:15 AM
> *To:* ME list serv; Evergreen Discussion Group
> *Subject:* 🌲[Evergreen] deleting lost and missing items
>
>
>
> Good morning -
>
>
>
> How long do you keep lost and missing items in your catalog before
> deleting them?
>
>
>
> Thank you.
>
> Diane Disbro
>
> Branch Manager/Circulation Coordinator
>
> Union Branch
>
> Scenic Regional Library
>
> 308 Hawthorne Drive
>
> Union, MO 63084
>
> (636) 583-3224
>
> ddis...@scenicregional.org
>
> *Currently reading: Born To Be Posthumous: The Eccentric Life and
> Mysterious Genius of Edward Gorey by Mark Dery*
>
>
>
> ___
> Evergreen mailing list
> evergr...@lists.mobiusconsortium.org
> http://lists.mobiusconsortium.org/mailman/listinfo/evergreen
>
> ___
> Evergreen mailing list
> evergr...@lists.mobiusconsortium.org
> http://lists.mobiusconsortium.org/mailman/listinfo/evergreen
>

[OPEN-ILS-GENERAL] deleting lost and missing items

[Diane Disbro]

Good morning -

How long do you keep lost and missing items in your catalog before deleting
them?

Thank you.
Diane Disbro
Branch Manager/Circulation Coordinator
Union Branch
Scenic Regional Library
308 Hawthorne Drive
Union, MO 63084
(636) 583-3224
ddis...@scenicregional.org
*Currently reading: Born To Be Posthumous: The Eccentric Life and
Mysterious Genius of Edward Gorey by Mark Dery*

Re: [OPEN-ILS-GENERAL] credit card payments in the OPAC

[Diane Disbro]

We use Authorize.net and are happy with it. I don't know what the fees are.
It is used 99% of the time for online payment of bills from home. We have
occasionally handled the patron's card at the circ desk to pay nonresident
fees and are planning to expand the credit card option to include Friends
of the Library transactions.

There is sometimes a hiccup when the payment is verified but bills aren't
removed from the patron account. IT notifies me about these glitsches and I
apply payment to the patron's account.

You're welcome.
Diane Disbro
Branch Manager/Circulation Coordinator
Union Branch
Scenic Regional Library
308 Hawthorne Drive
Union, MO 63084
(636) 583-3224
ddis...@scenicregional.org



On Mon, Jan 7, 2019 at 2:20 PM Katie Greenleaf Martin <
b...@blaircountylibraries.org> wrote:

> Hello! I have a library that wants to start taking fine payments via the
> OPAC. Currently, all the libraries I have chatted with are using PayFlow
> Pro+Paypal for this.
>
> So, I am wondering if anyone else is using another provider (Paypal only,
> Stripe, Authorize.net) -- and if so:
> 1. Are you happy with your setup?
> 2. What costs do you pay per transaction and per month?
> 3. Do you also use this method of taking payments for in-library credit
> card transactions and/or donations via your website?
>
> thanks!
> Katie
> --
> Katie Greenleaf Martin, MLIS
> b...@blaircountylibraries.org
> 814.946.0417x132
> County Coordinator
> Blair County Library System
>

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

[Diane Disbro]

Can you send me the template, too? I'd like to be able to find our top 10
"sellers" for 2018.

Thank you!
Diane Disbro
Branch Manager/Circulation Coordinator
Union Branch
Scenic Regional Library
308 Hawthorne Drive
Union, MO 63084
(636) 583-3224
ddis...@scenicregional.org



On Wed, Dec 19, 2018 at 9:49 AM Michael Schell  wrote:

> Hi Matt,
>
> I think I figured it out using Jennifer's example, but would be interested
> in your template just to double check.  Thanks!
>
> Michael
>
> On Mon, 17 Dec 2018 at 18:40, 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
>>>>
>>>
>
> --
> Michael Schell
> Systems Administrator
> Fort Erie Public Library
> 905-871-2546 x301
> msch...@fepl.ca
> www.fepl.ca
>

Re: [OPEN-ILS-GENERAL] Help!

[Diane Disbro]

Thank you, Benjamin!

Diane Disbro
Branch Manager/Circulation Coordinator
Union Branch
Scenic Regional Library
308 Hawthorne Drive
Union, MO 63084
(636) 583-3224
ddis...@scenicregional.org



On Sat, Dec 22, 2018 at 10:43 AM Benjamin Kalish 
wrote:

> Off the top of my head:
>
>- Much, much faster for regular circulation functions
>- Keyboard functionality inherited from the browser means you can use
>the keyboard more and the mouse less if you choose
>- Many pages have dependable URLs that can be bookmarked
>- No software to download and install
>- Working with multiple tabs or windows is much easier
>
> Benjamin Kalish
> Forbes Library / 413-587-1012 / bkal...@forbeslibrary.org
>
> Support Forbes Library:
>
>- Consider giving a gift <http://www.forbeslibrary.org/giving> to
>Forbes Library
>- Vote for the Friends of Forbes in the Florence Bank Community Grant
>Program <https://www.florencebank.com/vote>.
>- Join the Friends the Forbes today
><https://forbeslibrary.org/friends/>!
>
>
> Currently reading: *The Daughter of Time *by Josephine Tey
> Just Finished:* Akata Witch *by Nnedi Okorafor
>
> For information about accessibility at the library, please see:
> http://forbeslibrary.org/accessibility/
>
>
>
> On Fri, Dec 21, 2018 at 9:15 AM Diane Disbro 
> wrote:
>
>> Good morning -
>>
>> I've been charged with creating bullet points showing how Webby is an
>> improvement over XUL. Please. Fill my inbox with bullet points.
>>
>> Thank you.
>> Diane Disbro
>> Branch Manager/Circulation Coordinator
>> Union Branch
>> Scenic Regional Library
>> 308 Hawthorne Drive
>> Union, MO 63084
>> (636) 583-3224
>> ddis...@scenicregional.org
>>
>>

[OPEN-ILS-GENERAL] Help!

[Diane Disbro]

Good morning -

I've been charged with creating bullet points showing how Webby is an
improvement over XUL. Please. Fill my inbox with bullet points.

Thank you.
Diane Disbro
Branch Manager/Circulation Coordinator
Union Branch
Scenic Regional Library
308 Hawthorne Drive
Union, MO 63084
(636) 583-3224
ddis...@scenicregional.org

Re: [OPEN-ILS-GENERAL] Current Outstanding Fines/Lost

[Diane Disbro]

We use this one.

List Patrons with Outstanding Balances Displays patron information with
total of balance owed. Filtered by patrons home library.

Diane Disbro
Branch Manager/Circulation Coordinator
Union Branch
Scenic Regional Library
308 Hawthorne Drive
Union, MO 63084
(636) 583-3224
ddis...@scenicregional.org
"If you only read the books that everyone else is reading, you can only
think what everyone else is thinking."  -- Haruki Murkami


On Fri, Nov 9, 2018 at 9:51 AM Elizabeth Davis  wrote:

>
>
> Hello Everyone,
>
>
>
> Does anyone have a report template that looks at current outstanding fines
> and lost item costs?  I think I have it, but I wanted to double check with
> another report.   We want to look at fines and lost items that have not
> been paid for yet.
>
>
>
> Thanks,
>
>
>
> Elizabeth Davis
>
> Head of Digital Services
>
> Scranton Public Library
>
> 500 Vine Street
>
> Scranton, PA 18509
>
> 570-348-3000 ext. 3050
>
> eda...@albright.org
>
>
>
>
>

Re: [OPEN-ILS-GENERAL] Floating Collections

[Diane Disbro]

Thank you! This was the last only system I could think of for handling it.
So glad to hear it is working for someone.

Diane

On Fri, Sep 21, 2018, 1:14 PM Cheryl Middleton <
cheryl.middle...@buncombecounty.org> wrote:

> In our system we float our audiobook collection and when my branch gets
> too many on the shelves I have a staff level library card that I check the
> items out to. That way they are no longer showing available and aren't
> targeted for holds. When they are assigned a new location, they only have
> to be checked in to get back in circulation at the new branch.  You could
> name the card anything that describes it's function -- mine is "Sending
> Home From Oakley"
>
>
>
> Cheryl Middleton, Branch Manager/System Trainer
> South Asheville/Oakley Branch Library
> Buncombe County Public Libraries
> 749 Fairview Road
> Asheville, NC 28803
> 828-250-4754
> cheryl.middle...@buncombecounty.org
>
> *Email correspondence to and from this address is subject to the*
>
> *North Carolina Public Records Law and may be disclosed to third parties*
>
>
> --
> *From:* Open-ils-general <
> open-ils-general-boun...@list.georgialibraries.org> on behalf of
> open-ils-general-requ...@list.georgialibraries.org <
> open-ils-general-requ...@list.georgialibraries.org>
> *Sent:* Friday, September 21, 2018 12:00 PM
> *To:* open-ils-general@list.georgialibraries.org
> *Subject:* Open-ils-general Digest, Vol 147, Issue 17
>
> Send Open-ils-general mailing list submissions to
> open-ils-general@list.georgialibraries.org
>
> To subscribe or unsubscribe via the World Wide Web, visit
> http://libmail.georgialibraries.org/mailman/listinfo/open-ils-general
> or, via email, send a message with subject or body 'help' to
> open-ils-general-requ...@list.georgialibraries.org
>
> You can reach the person managing the list at
> open-ils-general-ow...@list.georgialibraries.org
>
> When replying, please edit your Subject line so it is more specific
> than "Re: Contents of Open-ils-general digest..."
>
>
> Today's Topics:
>
> 1. Re: floating collections (Josh Stompro)
>
>
> --
>
> Message: 1
> Date: Thu, 20 Sep 2018 21:11:08 +
> From: Josh Stompro 
> To: Evergreen Discussion Group
> 
> Cc: Ruth Lord 
> Subject: Re: [OPEN-ILS-GENERAL] floating collections
> Message-ID:
> <
> cy1pr07mb2347c773c8cdb2d00a7bc6958a...@cy1pr07mb2347.namprd07.prod.outlook.com
> >
>
> Content-Type: text/plain; charset="utf-8"
>
> Hello Ruth, we have used floating for 90% of our materials for 5+ years
> now and I don’t think we would ever go back.
>
> We have delivery tubs that we label with “Collection Management”. If a
> branch staff member finds that they have too many items in a category, or
> that they have duplicates, they just place the items in the collection
> management tub. It gets sent to our Regional Office where someone goes
> through it and weeds or reassigns the copy to a different branch. We have
> lots of small branches, and a few larger branches. We usually have lots of
> extra space at our larger branches, and our smaller branches have less
> shelf space so they need to send things in more often.
>
> The items do indeed just sit in the box showing that they are available at
> the original branch. Sometimes holds target them and the branch staff just
> mark them missing. When they get processed and sent to a new branch they
> get found again.
>
> I do wish that Evergreen had a “Send To” feature for items. For just
> moving items around, but allowing the system to keep track of the movement.
> Maybe something like a new hold type of “Send to” where the hold gets
> canceled when the item arrives.
> https://bugs.launchpad.net/evergreen/+bug/1743007
>
> I can give you the contact info for the staff member that directly handles
> the process if you would like to ask them more questions.
>
> Doug Kyle at Grand Rapids Public Library Michigan created a feature called
> smart float, that automates the process of seeing if there are too many
> items or duplicate items when floating. I think they have been using it
> since early 2014. There is an open wishlist bug about it at
> https://bugs.launchpad.net/evergreen/+bug/1305964.
>
> Josh Stompro - LARL IT Director
>
> From: Open-ils-general [mailto:
> open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Diane
> Disbro
> Sent: Wednesday, September 19, 2018 3:16 PM
> To: Evergreen Discussion Group  >
> Cc: Ruth Lord 
> Subject: [OPEN-ILS-GENERAL] floating collections
>
> Good afterno

[OPEN-ILS-GENERAL] floating collections

[Diane Disbro]

Good afternoon -

Our library district is going to begin floating its collection. Can someone
who already floats tell me the procedure you follow for moving materials
from one branch to another when one branch gets too full? We could just put
100 items in a box and send it to the other branch but there will be a
couple of days when the catalog shows the items as available in the
original branch when they aren't.

Also, how do your branches communicate about items needed and items that
need to be gotten rid of?

Thank you.
Diane Disbro
Branch Manager/Circulation Coordinator
Union Branch
Scenic Regional Library
308 Hawthorne Drive
Union, MO 63084
(636) 583-3224
ddis...@scenicregional.org

Re: [OPEN-ILS-GENERAL] Towards more consistent terminology in the web client

[Diane Disbro]

I appreciate this, Kathy!

Some inconsistencies in the XUL client have already been removed in the web
client - standalone interface/offline circulation; show holds/view holds on
bib. Simplify, simplify, simplify. I look forward to seeing the survey.

Diane Disbro
Branch Manager/Circulation Coordinator
Union Branch
Scenic Regional Library
308 Hawthorne Drive
Union, MO 63084
(636) 583-3224
ddis...@scenicregional.org

On Tue, Aug 7, 2018 at 12:52 PM, Kathy Lussier  wrote:

> Hi all,
>
> A recent discussion on the cataloging list turned my attention back to
> https://bugs.launchpad.net/evergreen/+bug/1538691. This bug primarily
> focused on the way we used items and copies to describe the same entity in
> Evergreen. A majority of people providing feedback on the bug indicated a
> preference for items over copies.
>
> I have created a branch that does so, as well as another branch that does
> the opposite. I have also loaded each branch on a test server to give
> people an idea of how things would look in an all item world or in an all
> copy world.
>
> https://mlnc2.noblenet.org/eg/staff/  uses 'items.'
> https://mlnc3.noblenet.org/eg/staff/ uses 'copies'
>
> The login for each server is admin / evergreen123.
>
> I think it would be good to get broader community feedback before deciding
> on a direction.
>
> While working on the branch, I realized we also need to make a decision
> about the use or shelving location vs. copy location.
>
> What I would like to do is send out a community survey that asks: 1) do we
> need these terms to be consistent (people may be perfectly happy using
> items and copies interchangeably) and b) which terms are preferred.
>
> Do you all think this is the best approach for moving forward? Are there
> any other inconsistent terms we should be adding to the survey?
>
> Let me know what you think. My hope is to issue the survey by Thursday.
>
> Thanks!
> Kathy
>
> --
> Kathy Lussier
> Project Coordinator
> Massachusetts Library Network Cooperative
> (508) 343-0128kluss...@masslnc.org
>
>

[OPEN-ILS-GENERAL] standalone interface

[Diane Disbro]

Good afternoon -

What is the status of a standalone interface for the web client? How can
there be a non-web dependent interface for a web based program?

Thank you.
Diane Disbro
Branch Manager/Circulation Coordinator
Union Branch
Scenic Regional Library
308 Hawthorne Drive
Union, MO 63084
(636) 583-3224
ddis...@scenicregional.org

Re: [OPEN-ILS-GENERAL] 3.2 Preparing for XUL client removal / browser client blockers

[Diane Disbro]

Thank you to all of you for your dedication!

Diane Disbro
Branch Manager/Circulation Coordinator
Union Branch
Scenic Regional Library
308 Hawthorne Drive
Union, MO 63084
(636) 583-3224
ddis...@scenicregional.org

On Tue, May 15, 2018 at 8:07 PM, Kathy Lussier  wrote:

> Hi Diane,
>
> It looks like this one was also fixed and included in last month's 3.07
> and 3.1.1 releases. Hooray for progress!
>
> https://bugs.launchpad.net/evergreen/+bug/1735539
>
> Kathy
>
> On 05/15/2018 07:37 PM, Diane Disbro wrote:
>
> Good evening -
>
> Kathy Lussier says this bug was fixed in 3.0.3 - but the related issue of
> not being able to delete more than one item at a time is still being worked
> on. That is another showstopper for us. We are using 3.0.2 and we still use
> the XUL client.
>
> Thank you.
>
> Diane Disbro
> Branch Manager/Circulation Coordinator
> Union Branch
> Scenic Regional Library
> 308 Hawthorne Drive
> <https://maps.google.com/?q=308+Hawthorne+Drive+%0D%0A+++Union,+MO+%C2%A0+%C2%A0+63084&entry=gmail&source=g>
> Union, MO 63084
> <https://maps.google.com/?q=308+Hawthorne+Drive+%0D%0A+++Union,+MO+%C2%A0+%C2%A0+63084&entry=gmail&source=g>
> (636) 583-3224
> ddis...@scenicregional.org
>
> On Tue, May 15, 2018 at 12:09 PM, Walz, Jennifer 
> wrote:
>
>> All –
>>
>>
>>
>>   I will have to strenuously agree with Diane on this one.   If this is
>> non-functional in the web version, it will be a no-go for us.
>>
>>
>>
>> Thanks!
>>
>>
>>
>> Jennifer
>>
>>
>>
>> *From:* Open-ils-general [mailto:open-ils-general-bounc
>> e...@list.georgialibraries.org] *On Behalf Of *Diane Disbro
>> *Sent:* Monday, May 14, 2018 8:11 PM
>> *To:* Evergreen Discussion Group
>> *Subject:* Re: [OPEN-ILS-GENERAL] 3.2 Preparing for XUL client removal /
>> browser client blockers
>>
>>
>>
>> Good evening -
>>
>>
>>
>> I know there is a bug report for not being able to edit the attributes of
>> more than one item at a time in Webby but I can't find it. XUL allows that
>> function. It is used by circ staff to change shelving locations and
>> circulating library.We positively must have that function. I talked to
>> several people at the conference about this bug and everyone told me that
>> it isn't slated for squashing in any upcoming upgrade.
>>
>>
>>
>> I know that we can use copy buckets to change attributes of more than one
>> item at a time but that makes a simple task more complicated.
>>
>>
>>
>> If I need to submit another bug report about this, let me know.
>>
>>
>>
>> Thank you.
>>
>>
>> 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&entry=gmail&source=g>
>>
>> Union, MO
>> <https://maps.google.com/?q=308+Hawthorne+Drive+%0D%0A+%0D%0A+%0D%0A+Union,+MO++63084&entry=gmail&source=g>
>>
>> <https://maps.google.com/?q=308%0D%0A++Hawthorne+Drive+%0D%0A+%0D%0A+%0D%0A+++Union,%0D%0A++MO++%C2%A0+%C2%A0++63084&entry=gmail&source=g>
>> 63084
>> <https://maps.google.com/?q=308+Hawthorne+Drive+%0D%0A+%0D%0A+%0D%0A+Union,+MO++63084&entry=gmail&source=g>
>>
>> (636) 583-3224
>>
>> ddis...@scenicregional.org
>>
>>
>>
>> On Wed, May 9, 2018 at 3:57 PM, Bill Erickson  wrote:
>>
>> Hi All,
>>
>>
>>
>> We had a discussion at the Evergreen conference hackfest about our plans
>> for removing the XUL staff client from Evergreen, effective with the
>> release of version 3.2.  I wanted to recap some of that here and open the
>> door to any questions or concerns about the process.
>>
>>
>>
>> The key point of discussion centered around ensuring the browser client
>> is up to the task of replacing the XUL client for all users when the XUL
>> client goes away.  (A number of cataloging bugs in particular stood out
>> during the discussion).
>>
>>
>>
>> Of special interest will be input from sites that are already using the
>> browser client in production, but still have some s

Re: [OPEN-ILS-GENERAL] 3.2 Preparing for XUL client removal / browser client blockers

[Diane Disbro]

Good evening -

Kathy Lussier says this bug was fixed in 3.0.3 - but the related issue of
not being able to delete more than one item at a time is still being worked
on. That is another showstopper for us. We are using 3.0.2 and we still use
the XUL client.

Thank you.

Diane Disbro
Branch Manager/Circulation Coordinator
Union Branch
Scenic Regional Library
308 Hawthorne Drive
Union, MO 63084
(636) 583-3224
ddis...@scenicregional.org

On Tue, May 15, 2018 at 12:09 PM, Walz, Jennifer  wrote:

> All –
>
>
>
>   I will have to strenuously agree with Diane on this one.   If this is
> non-functional in the web version, it will be a no-go for us.
>
>
>
> Thanks!
>
>
>
> Jennifer
>
>
>
> *From:* Open-ils-general [mailto:open-ils-general-
> boun...@list.georgialibraries.org] *On Behalf Of *Diane Disbro
> *Sent:* Monday, May 14, 2018 8:11 PM
> *To:* Evergreen Discussion Group
> *Subject:* Re: [OPEN-ILS-GENERAL] 3.2 Preparing for XUL client removal /
> browser client blockers
>
>
>
> Good evening -
>
>
>
> I know there is a bug report for not being able to edit the attributes of
> more than one item at a time in Webby but I can't find it. XUL allows that
> function. It is used by circ staff to change shelving locations and
> circulating library.We positively must have that function. I talked to
> several people at the conference about this bug and everyone told me that
> it isn't slated for squashing in any upcoming upgrade.
>
>
>
> I know that we can use copy buckets to change attributes of more than one
> item at a time but that makes a simple task more complicated.
>
>
>
> If I need to submit another bug report about this, let me know.
>
>
>
> Thank you.
>
>
> 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&entry=gmail&source=g>
>
> Union, MO
> <https://maps.google.com/?q=308+Hawthorne+Drive+%0D%0A+%0D%0A+%0D%0A+Union,+MO++63084&entry=gmail&source=g>
>   63084
> <https://maps.google.com/?q=308+Hawthorne+Drive+%0D%0A+%0D%0A+%0D%0A+Union,+MO++63084&entry=gmail&source=g>
>
> (636) 583-3224
>
> ddis...@scenicregional.org
>
>
>
> On Wed, May 9, 2018 at 3:57 PM, Bill Erickson  wrote:
>
> Hi All,
>
>
>
> We had a discussion at the Evergreen conference hackfest about our plans
> for removing the XUL staff client from Evergreen, effective with the
> release of version 3.2.  I wanted to recap some of that here and open the
> door to any questions or concerns about the process.
>
>
>
> The key point of discussion centered around ensuring the browser client is
> up to the task of replacing the XUL client for all users when the XUL
> client goes away.  (A number of cataloging bugs in particular stood out
> during the discussion).
>
>
>
> Of special interest will be input from sites that are already using the
> browser client in production, but still have some staff using the XUL
> client, or any sites that delayed migration.  We need details on why they
> are unable to make the switch to the browser client.
>
>
>
> To track these, I propose we once again make use of the Launchpad
> "webstaffblocker" tag to indicate which bugs we consider blockers for
> migrating away from the XUL client.  These bugs should of course also be
> marked as High priority.
>
>
>
> We have a few such bugs already:
>
>
>
> https://bugs.launchpad.net/evergreen/+bugs?field.tag=webstaffblocker
>
>
>
> If you are aware of any bugs that should be added to this list, please
> add/update the bugs in Launchpad.  Of course, we can't plan when we'll find
> bugs, but getting the ones we know about solidified sooner than later helps
> ensure we can address them during the 3.2 development cycle.
>
>
>
> When determining whether a bug should be a blocker, a good rule of thumb
> is that the bug describes a feature or work flow that's regularly performed
> by staff in the XUL client that either has no analog in the browser client
> or requires an untenable number of extra steps in the browser client to
> accomplish.
>
>
>
> Please feel free to add anything I missed from the discussion or reply
> with questions, etc.
>
>
>
> Thanks,
>
>
>
> -b
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>

Re: [OPEN-ILS-GENERAL] 3.2 Preparing for XUL client removal / browser client blockers

[Diane Disbro]

Good evening -

I know there is a bug report for not being able to edit the attributes of
more than one item at a time in Webby but I can't find it. XUL allows that
function. It is used by circ staff to change shelving locations and
circulating library.We positively must have that function. I talked to
several people at the conference about this bug and everyone told me that
it isn't slated for squashing in any upcoming upgrade.

I know that we can use copy buckets to change attributes of more than one
item at a time but that makes a simple task more complicated.

If I need to submit another bug report about this, let me know.

Thank you.

Diane Disbro
Branch Manager/Circulation Coordinator
Union Branch
Scenic Regional Library
308 Hawthorne Drive
Union, MO 63084
(636) 583-3224
ddis...@scenicregional.org

On Wed, May 9, 2018 at 3:57 PM, Bill Erickson  wrote:

> Hi All,
>
> We had a discussion at the Evergreen conference hackfest about our plans
> for removing the XUL staff client from Evergreen, effective with the
> release of version 3.2.  I wanted to recap some of that here and open the
> door to any questions or concerns about the process.
>
> The key point of discussion centered around ensuring the browser client is
> up to the task of replacing the XUL client for all users when the XUL
> client goes away.  (A number of cataloging bugs in particular stood out
> during the discussion).
>
> Of special interest will be input from sites that are already using the
> browser client in production, but still have some staff using the XUL
> client, or any sites that delayed migration.  We need details on why they
> are unable to make the switch to the browser client.
>
> To track these, I propose we once again make use of the Launchpad
> "webstaffblocker" tag to indicate which bugs we consider blockers for
> migrating away from the XUL client.  These bugs should of course also be
> marked as High priority.
>
> We have a few such bugs already:
>
> https://bugs.launchpad.net/evergreen/+bugs?field.tag=webstaffblocker
>
> If you are aware of any bugs that should be added to this list, please
> add/update the bugs in Launchpad.  Of course, we can't plan when we'll find
> bugs, but getting the ones we know about solidified sooner than later helps
> ensure we can address them during the 3.2 development cycle.
>
> When determining whether a bug should be a blocker, a good rule of thumb
> is that the bug describes a feature or work flow that's regularly performed
> by staff in the XUL client that either has no analog in the browser client
> or requires an untenable number of extra steps in the browser client to
> accomplish.
>
> Please feel free to add anything I missed from the discussion or reply
> with questions, etc.
>
> Thanks,
>
> -b
>
>
>
>
>
>
>

Re: [OPEN-ILS-GENERAL] receipt templates

[Diane Disbro]

Thank you!

Something like this*
http://docs.evergreen-ils.org/3.0/_receipt_template_editor.html
<http://docs.evergreen-ils.org/3.0/_receipt_template_editor.html>* for
Webby is what those of us who aren't programmer need. My most pressing need
is language for Hold_Slip #2.

Hold_Slip #2

This is the slip that prints when a hold is fulfilled. This slip uses the
SUBSTR macro to truncate the Patrons Last name to the first 4 characters
and the patron’s barcode to the last 5 digits. This slip is designed for
libraries that use self-serve holds. So, you will notice a lot of
information about the hold is left off of the receipt.

Header



%SUBSTR(0,4)%%PATRON_LASTNAME%%SUBSTR_END%
 %SUBSTR(-5)%%PATRON_BARCODE%%SUBSTR_END%


This item needs to be routed to %route_to%:
Barcode: %item_barcode%
Title: %item_title%

Notify by phone: %notify_by_phone%

Notify by email: %notify_by_email%

Notify by text: %notify_by_text%

Line Item

%formatted_note%

Footer

Request date: %request_date%

Slip Date: %TODAY_TRIM%



Diane Disbro
Branch Manager/Circulation Coordinator
Union Branch
Scenic Regional Library
308 Hawthorne Drive
Union, MO 63084
(636) 583-3224
ddis...@scenicregional.org

On Tue, Apr 24, 2018 at 10:47 AM, Jennifer Bruch  wrote:

> One thing I have not gotten down yet is sorting, I was able to sort the
> Holds Pull List by Shelving Location Etc and items in a Check Out slip by
> Due Date. However, I have not got it working in Webby yet.
>
> *Jennifer Bruch*
> Bethlehem Area Public Library
> 11 W. Church Street
> <https://maps.google.com/?q=11+W.+Church+Street+%C2%A0+Bethlehem,+PA+18018+%C2%A0+610&entry=gmail&source=g>
> Bethlehem, PA 18018
> <https://maps.google.com/?q=11+W.+Church+Street+%C2%A0+Bethlehem,+PA+18018+%C2%A0+610&entry=gmail&source=g>
> 610
> <https://maps.google.com/?q=11+W.+Church+Street+%C2%A0+Bethlehem,+PA+18018+%C2%A0+610&entry=gmail&source=g>-867-3761
> x232
>
> On Tue, Apr 24, 2018 at 11:46 AM, Jennifer Bruch  wrote:
>
>> Here is where to start, PINES documentation. Then after that it is html
>> and a lot of tinkering.
>>
>> https://pines.georgialibraries.org/dokuwiki/doku.php?id=
>> circ:workstations:receipt-content
>>
>> *Jennifer Bruch*
>> Bethlehem Area Public Library
>> 11 W. Church Street
>> <https://maps.google.com/?q=11+W.+Church+Street+%C2%A0+Bethlehem,+PA+18018+%C2%A0+610&entry=gmail&source=g>
>> Bethlehem, PA 18018
>> <https://maps.google.com/?q=11+W.+Church+Street+%C2%A0+Bethlehem,+PA+18018+%C2%A0+610&entry=gmail&source=g>
>> 610
>> <https://maps.google.com/?q=11+W.+Church+Street+%C2%A0+Bethlehem,+PA+18018+%C2%A0+610&entry=gmail&source=g>-867-3761
>> x232
>>
>> On Tue, Apr 24, 2018 at 11:43 AM, Diane Disbro <
>> ddis...@scenicregional.org> wrote:
>>
>>> *Good morning -*
>>>
>>> *When we migrate to Webby, we will need to set up our receipt templates
>>> again. I couldn't find instructions for doing that in the official
>>> documentation. All I can see is that XUL template language (hold transit
>>> slip below)*
>>>
>>>
>>>
>>> * doesn't look like the Webby template language.*
>>>
>>>
>>>
>>>
>>> *There are a LOT of differences between the two templates. Where can I
>>> find instructions for this?*
>>>
>>> Thank you.
>>> Diane Disbro
>>> Branch Manager/Circulation Coordinator
>>> Union Branch
>>> Scenic Regional Library
>>> 308 Hawthorne Drive
>>> <https://maps.google.com/?q=308+Hawthorne+Drive+Union,+MO+%C2%A0+%C2%A0+63084&entry=gmail&source=g>
>>> Union, MO 63084
>>> <https://maps.google.com/?q=308+Hawthorne+Drive+Union,+MO+%C2%A0+%C2%A0+63084&entry=gmail&source=g>
>>> (636) 583-3224
>>> ddis...@scenicregional.org
>>>
>>
>>
>

[OPEN-ILS-GENERAL] receipt templates

[Diane Disbro]

*Good morning -*

*When we migrate to Webby, we will need to set up our receipt templates
again. I couldn't find instructions for doing that in the official
documentation. All I can see is that XUL template language (hold transit
slip below)*



* doesn't look like the Webby template language.*




*There are a LOT of differences between the two templates. Where can I find
instructions for this?*

Thank you.
Diane Disbro
Branch Manager/Circulation Coordinator
Union Branch
Scenic Regional Library
308 Hawthorne Drive
Union, MO 63084
(636) 583-3224
ddis...@scenicregional.org

[OPEN-ILS-GENERAL] Training for Circulation Clerks session at conference

[Diane Disbro]

Good morning!

Our library functioned for years (and years and years) with no organized,
intentional training program for new circulation staff. We now have a
training program and it is making a huge difference in the effectiveness
and comfort level of new staff.

On Wednesday, May 2 at 2:30 p.m. at the Evergreen International Conference,
I will share our training module with YOU and give you information about
where to find the ILS portion of our training materials online.

I hope to meet a lot of circulation-loving library staff in this session.
There will be chocolate.

Thank you!
Diane Disbro
Branch Manager/Circulation Coordinator
Union Branch
Scenic Regional Library
308 Hawthorne Drive
Union, MO 63084
(636) 583-3224
ddis...@scenicregional.org

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

[Diane Disbro]

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
Union, MO 63084
(636) 583-3224
ddis...@scenicregional.org

On Thu, Apr 19, 2018 at 10:21 AM, Elizabeth Davis 
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  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&entry=gmail&source=g>
> e: shan...@poplarbluff.org
>
> t: (573) 686 – 8639 | d: (573) 203 - 4676
>
> *website <http://poplarbluff.org/> | newsletter
> <http://poplarbluff.org/ots_issuu.html> | Annual Report
> <http://poplarbluff.org/annualreport.html> | Digital Library
> <http://poplarbluff.org/downloads.html>*
>
> [image: Inline image 1] <http://www.facebook.com/poplarbluffpubliclibrary>
>
>
> ​[image: Inline image 2]​ <http://pbpl-genealogy.blogspot.com/>
>
> ​ ​
>
> ​
>
> *​*
>
> [image: Inline image 4] <http://pinterest.com/pbmld>​
>
> <http://instagram.com/poplarbluffmunicipallibrary>
>
>
>
> *Poplar Bluff Municipal Library District with its community partners
> provides and promotes equal access to reading, information, cultural and
> intellectual resources.*
>
>
>
>
>
> On Wed, Apr 18, 2018 at 6:05 PM, Elizabeth Davis 
> wrote:
>
> We use the online registration form with a welcome email trigger.  When
> staff process online applications, new card holders get a welcome email
> with their card number so that they can start using online resources. The
> physical card arrives a few days later via snail mail.  It's not instant,
> but it's fairly quick.
>
> Elizabeth Davis
> Head of Digital Services
> Scranton Public Library
> 
> From: Open-ils-general [open-ils-general-boun...@list.georgialibraries.org]
> on behalf of Stroup, Meg [mstr...@statelibrary.sc.gov]
> Sent: Wednesday, April 18, 2018 6:29 PM
> To: Evergreen Discussion Group
> Subject: Re: [OPEN-ILS-GENERAL] online registration and mobile app
>
> >> We are interested in online registration that would allow patrons to
> use their accounts instantly to check out online resources. <<
>
> It’s not quite instant, but the South Carolina State Library uses the
> online registration form<http://www.statelibrary.sc.gov/get-library-card>
> to allow almost-but-not-quite instant access to our electronic resources
> (includes things like ebrary and Safari collections).  That was the reason
> we chose to implement the remote registration:  to be able to grant access
> to users across the state as quickly and seamlessly as possible.
> Circulation staff monitor the pending patrons screen and are able to
> approve users quickly.  These users could be routed into an internet-access
> permission group.
>
> I’m not sure if that answers your question, but it’s a workflow that
> functions well for us.
>
>
> Meg Stroup
> SCLENDS Cataloging Coordinator
> 1500 Senate Street, Columbia, SC 29201
> <https://maps.google.com/?q=1500+Senate+Street,+Columbia,+SC+29201+%0D%0A(803&entry=gmail&source=g>
> (803) 737-7736 | mstr...@statelibrary.sc.gov<mailto:mstroup@statelibrary.
> sc.gov>
> [/Users/mstroup/Library/Containers/com.microsoft.
> Outlook/Data/Library/Caches/Signatures/signature_1568321086]<http://www.
> statelibrary.sc.gov/>
> Innovation | Collaboration | Participation
> From: Open-ils-general 
> on behalf of Diane Disbro 
> Reply-To: Evergreen Discussion Group  georgialibraries.org>
> Date: Wednesday, April 18, 2018 at 5:49 PM
> To: Evergreen Discussion G

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

[Diane Disbro]

Thank you for this suggestion!

Diane Disbro
Branch Manager/Circulation Coordinator
Union Branch
Scenic Regional Library
308 Hawthorne Drive
Union, MO 63084
(636) 583-3224
ddis...@scenicregional.org

On Wed, Apr 18, 2018 at 6:05 PM, Elizabeth Davis 
wrote:

> We use the online registration form with a welcome email trigger.  When
> staff process online applications, new card holders get a welcome email
> with their card number so that they can start using online resources. The
> physical card arrives a few days later via snail mail.  It's not instant,
> but it's fairly quick.
>
> Elizabeth Davis
> Head of Digital Services
> Scranton Public Library
> 
> From: Open-ils-general [open-ils-general-boun...@list.georgialibraries.org]
> on behalf of Stroup, Meg [mstr...@statelibrary.sc.gov]
> Sent: Wednesday, April 18, 2018 6:29 PM
> To: Evergreen Discussion Group
> Subject: Re: [OPEN-ILS-GENERAL] online registration and mobile app
>
> >> We are interested in online registration that would allow patrons to
> use their accounts instantly to check out online resources. <<
>
> It’s not quite instant, but the South Carolina State Library uses the
> online registration form<http://www.statelibrary.sc.gov/get-library-card>
> to allow almost-but-not-quite instant access to our electronic resources
> (includes things like ebrary and Safari collections).  That was the reason
> we chose to implement the remote registration:  to be able to grant access
> to users across the state as quickly and seamlessly as possible.
> Circulation staff monitor the pending patrons screen and are able to
> approve users quickly.  These users could be routed into an internet-access
> permission group.
>
> I’m not sure if that answers your question, but it’s a workflow that
> functions well for us.
>
>
> Meg Stroup
> SCLENDS Cataloging Coordinator
> 1500 Senate Street, Columbia, SC 29201
> (803) 737-7736 | mstr...@statelibrary.sc.gov<mailto:mstroup@statelibrary.
> sc.gov>
> [/Users/mstroup/Library/Containers/com.microsoft.
> Outlook/Data/Library/Caches/Signatures/signature_1568321086]<http://www.
> statelibrary.sc.gov/>
> Innovation | Collaboration | Participation
> From: Open-ils-general 
> on behalf of Diane Disbro 
> Reply-To: Evergreen Discussion Group  georgialibraries.org>
> Date: Wednesday, April 18, 2018 at 5:49 PM
> To: Evergreen Discussion Group  >
> Subject: [OPEN-ILS-GENERAL] online registration and mobile app
>
> Good afternoon -
>
> We are interested in online registration that would allow patrons to use
> their accounts instantly to check out online resources. Is that ever going
> to be possible with Evergreen?
>
> We would also like to have a mobile app for our catalog. Will that be
> possible in the future?
>
> Thank you.
> Diane Disbro
> Branch Manager/Circulation Coordinator
> Union Branch
> Scenic Regional Library
> 308 Hawthorne Drive
> Union, MO 63084
> (636) 583-3224
> ddis...@scenicregional.org<mailto:ddis...@scenicregional.org>
>

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

[Diane Disbro]

Good afternoon -

We are interested in online registration that would allow patrons to use
their accounts instantly to check out online resources. Is that ever going
to be possible with Evergreen?

We would also like to have a mobile app for our catalog. Will that be
possible in the future?

Thank you.
Diane Disbro
Branch Manager/Circulation Coordinator
Union Branch
Scenic Regional Library
308 Hawthorne Drive
Union, MO 63084
(636) 583-3224
ddis...@scenicregional.org

Re: [OPEN-ILS-GENERAL] Holdings View in Web Client

[Diane Disbro]

Good morning -

I like this discussion. The example of a reference interview is a good one.
Sometimes I don't even know the question that needs to be asked. I look
forward to attending this session Tuesday at the conference and learning
how to have positive input in correcting problems.




Diane Disbro
Branch Manager/Circulation Coordinator
Union Branch
Scenic Regional Library
308 Hawthorne Drive
Union, MO 63084
(636) 583-3224
ddis...@scenicregional.org

On Fri, Mar 30, 2018 at 10:26 AM, scott.tho...@sparkpa.org <
scott.tho...@sparkpa.org> wrote:

> Hi Kathy,
>
>Your points about “positive advocacy” are well-stated and well-taken,
> but advocacy is what we are doing with Congress as we try to get IMLS money
> restored for FY2019. We who live in the non-developer neighborhood of the
> Evergreen community have more power than that, and, yes, it does involve
> sponsoring development or bug-fixing projects.
>
>I also agree on the need for very good communication between those of
> us who want a feature, but are not developers, and those who have the
> skills to do the work. It is almost like I’m the patron and the developer
> is the reference librarian, and I am probably in need of a good reference
> interview. Regarding Holdings View, we can describe how we want it to work.
> (One of our libraries provided excellent screen shots.) Do I share that
> here or LP both? Regarding IRC, I am not shy about my opinions on that. I
> have to use it for EOB meetings, but find it to be arcane to the
> uninitiated. Also, it is simply not the way people in libraries
> communicate.
>
>I’ve been involved with Evergreen, us a user and then as a consortium
> leader, since 2015, and these recent discussion have been incredibly
> illuminating. I feel privileged to be a part of this community.
>
>
> Scott
>
>
>
>
>
> *From:* Open-ils-general [mailto:open-ils-general-
> boun...@list.georgialibraries.org] *On Behalf Of *Kathy Lussier
> *Sent:* Friday, March 30, 2018 10:46 AM
> *To:* open-ils-general@list.georgialibraries.org
> *Subject:* Re: [OPEN-ILS-GENERAL] Holdings View in Web Client
>
>
>
> Hi,
>
> In regards to this question:
>
> What can we do to get this fixed in 3.2 if not sooner?
>
> And the responses thus far:
>
> 1. Fix it yourself.
>
> 2. Hire someone else to fix it.
>
> 3. Wait for someone else to do 1 or 2.
>
> #4: work together to get it fixed (i.e. funding through development 
> partnerships)
>
> I also would like to talk about the role of positive advocacy in getting
> attention on particular bugs, which may not guarantee that they get fixed,
> but certainly could draw enough developer attention towards the bug to
> result in it getting fixed. I guess this is really another spin on Jason's
> solution #3 - wait for someone else to do 1 or 2.
>
> What exactly is positive advocacy? It's raising discussion on the lists,
> just as we did here, to ask about a bug and to see if it also has an impact
> on other Evergreen sites. It involves participating in LP discussions or
> raising questions in IRC. It not only involves discussing why the bug is
> important, but contributing to discussions on the best approach to fix it.
> In the case of this particular bug, for example, there was discussion of
> adding a "show empty libraries" option and a question of whether it should
> replace the "show empty volumes" option or not. Getting feedback on
> questions like this is very helpful. If a developer decides to take on the
> bug, it will give them a clear direction for moving forward. Positive
> advocacy also includes committing to test a fix when it is available.
>
> On a related side note, that Sandbox request form we use for Bug Squashing
> Day is never turned off. If you ever want to test a bug fix when it's not
> Bug Squashing Day, feel free to submit it or contact me directly. If I have
> the a server and the time, I'm happy to load fixes so that people can help
> with getting that bug fix merged to Evergreen. It's available at
> https://goo.gl/forms/PE4fYfWDh5AixYpy2
>
> I use the word 'positive' because I do think there is a thin line between
> advocating that *we* as a community work together to fix a bug and
> treating the community as a *they *that should be fixing a given bug or
> introducing a new feature. FWIW, I am not saying that Scott was doing this
> when he raised his question. Given the amount of sponsored development that
> has come for both enhancements and bug fixes from PaILS, it's clear that he
> already recognizes his organization's role in contributing to the
> improvement of Evergreen. In general, though, I have seen this sentiment in
> other disc

Re: [OPEN-ILS-GENERAL] Evergreen 3.1 Release Candidate

[Diane Disbro]

Wonderful! Thank you.

Diane Disbro
Branch Manager/Circulation Coordinator
Union Branch
Scenic Regional Library
308 Hawthorne Drive
Union, MO 63084
(636) 583-3224
ddis...@scenicregional.org

On Tue, Mar 27, 2018 at 10:04 AM, Daniel Wells  wrote:

> Hello all,
>
> As of yesterday morning, the Evergreen 3.1 Release Candidate is available
> on the main downloads page:
>
> http://evergreen-ils.org/egdownloads/
>
> While we haven't always been consistent over the years, this release
> candidate is meant to not be a final "beta", but to be a preliminary
> version of the 3.1.0 release.  Other than failures with the actual build or
> late-discovered critical bugs, the 3.1 RC will essentially be rebranded as
> 3.1.0 later this week (pending final feedback from testers).
>
> While we can never get in everything we hope for, I am extremely thankful
> to everyone who made a push in the last few weeks to prepare for this
> release, and am proud of what was accomplished.  Here is a list of the 24
> improvements since the beta 3 weeks ago:
>
> https://launchpad.net/evergreen/+milestone/3.1-rc
>
> To everyone who tested, commented, and provided code for fixes, thank you!
>
> So, looking ahead a little bit, 3.1.1 is just about 3 weeks away.  If we
> can keep up a similar pace for fixes, we will make a significant dent in
> our number of client bugs sticking around, and in two or three releases
> more, perhaps clear up the most aggravating bugs in that backlog entirely.
> The most important thing we all can do is continue to make (hopefully
> productive) noise on the bugs which matter most to us; a stale bug is often
> a forgotten bug, but if you champion something, people generally will
> respond.  I know I will!
>
> Sincerely,
> Dan
>

Re: [OPEN-ILS-GENERAL] Launchpad "Importance": How Determined?

[Diane Disbro]

Good evening -

I thought this was fixed in 3.0.3 along with not being able to edit the
attributes of more than one item at a time. (This doesn't have anything to
do with Scott's question.)

Diane Disbro
Branch Manager/Circulation Coordinator
Union Branch
Scenic Regional Library
308 Hawthorne Drive
Union, MO 63084
(636) 583-3224
ddis...@scenicregional.org

On Mon, Mar 26, 2018 at 11:43 AM, scott.tho...@sparkpa.org <
scott.tho...@sparkpa.org> wrote:

> Hi,
>
>We ran into this bug today: https://bugs.launchpad.net/
> evergreen/+bug/1735539. It says “This bug affects you and 13 other
> people” which is high in the scheme of thing, but it has an importance of
> Medium. How is Importance determined? In this case the bug has a
> workaround. Does that get factored in?
>
> 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/>
>
>
>

Re: [OPEN-ILS-GENERAL] Evergreen 3.0.5 and 2.12.11 released

[Diane Disbro]

Thank you!

Diane Disbro
Branch Manager/Circulation Coordinator
Union Branch
Scenic Regional Library
308 Hawthorne Drive
Union, MO 63084
(636) 583-3224
ddis...@scenicregional.org

On Fri, Mar 23, 2018 at 9:37 AM, Galen Charlton 
wrote:

> The Evergreen community is pleased to announce two maintenance
> releases of Evergreen, 3.0.5 and 2.12.11. Both of these offer a
> variety of bugfixes.
>
> With the release of Evergreen 2.12.11, the 2.12.x series is no longer
> under active regular maintenance and has reached end of life for
> general bugfixes. New releases of 2.12.x will be made only when fixes
> for security issues are available.
>
> For more details, please see:
>
> https://evergreen-ils.org/evergreen-3-0-5-and-2-12-11-released/
>
> Regards,
>
> Galen
> --
> Galen Charlton
> Infrastructure and Added Services Manager
> Equinox Open Library Initiative
> phone:  1-877-OPEN-ILS (673-6457)
> email:  g...@equinoxinitiative.org
> web:  https://equinoxInitiative.org
> direct: +1 770-709-5581
> cell:   +1 404-984-4366
>

[OPEN-ILS-GENERAL] training for circulation clerks

[Diane Disbro]

With all of this discussion about Webby training, I should tell you that I
am leading a session on training for circulation clerks at the conference
in St. Charles. It isn't just about ILS training. I will share our whole
training package.

Thank you!
Diane Disbro
Branch Manager/Circulation Coordinator
Union Branch
Scenic Regional Library
308 Hawthorne Drive
Union, MO 63084
(636) 583-3224
ddis...@scenicregional.org

Re: [OPEN-ILS-GENERAL] Training Material for the Web Client

[Diane Disbro]

Good morning, Carol -

Check yesterday's listserv mail. I sent the links to our training.

Thank you!

Diane Disbro
Branch Manager/Circulation Coordinator
Union Branch
Scenic Regional Library
308 Hawthorne Drive
Union, MO 63084
(636) 583-3224

On Thu, Mar 22, 2018 at 9:29 AM, Carol Yarrison 
wrote:

> I would love to see them as well if you would not mind sharing.
>
> Carol
>
> On Wed, Mar 21, 2018 at 1:03 PM, Dawn Dale 
> wrote:
>
>> Hi Diane,
>>
>> I would love to take a look at your training materials if you don't
>> mind. I have just joined this list so I may have missed them when you sent
>> them Monday.
>>
>> Thanks,
>>
>> Dawn Dale
>> PINES Services Specialist, Circulation
>> Georgia Public Library Service
>> 1800 Century Place Suite 150
>> <https://maps.google.com/?q=1800+Century+Place+Suite+150+Atlanta,+GA+30345&entry=gmail&source=g>
>> Atlanta, GA 30345
>> <https://maps.google.com/?q=1800+Century+Place+Suite+150+Atlanta,+GA+30345&entry=gmail&source=g>
>> 404-235-7136 <(404)%20235-7136>
>> dd...@georgialibraries.org
>>
>>
>> On Sat, Mar 17, 2018 at 10:34 AM, Diane Disbro <
>> ddis...@scenicregional.org> wrote:
>>
>>> I have training materials! Will send them Monday.
>>>
>>> On Mar 17, 2018 8:59 AM, "Dana Schwarz" 
>>> wrote:
>>>
>>>> Hi everyone,
>>>>
>>>>
>>>>
>>>> We are currently using Evergreen Staff Client 3.0.2 but in September
>>>> our Consortium has agreed that we all switch to using only the Web Client.
>>>> The issue I am currently dealing with is scheduling everyone together to
>>>> train them on circulation and cataloguing with the web client because it
>>>> looks a bit different.  However, I don’t think I’ll be able to because
>>>> spring and summer programming starts soon. Would anyone have training
>>>> material that I could use? Possibly? Please?
>>>>
>>>>
>>>>
>>>> Thank you very much,
>>>>
>>>>
>>>>
>>>> Dana Schwarz
>>>>
>>>> *Technical Services Coordinator*
>>>>
>>>> [image: No motto (marketing)]
>>>> Lincoln Public Library
>>>>
>>>> 4080 John Charles Blvd.
>>>> <https://maps.google.com/?q=4080+John+Charles+Blvd.+%0D%0A+Vineland&entry=gmail&source=g>
>>>>
>>>> Vineland
>>>> <https://maps.google.com/?q=4080+John+Charles+Blvd.+%0D%0A+Vineland&entry=gmail&source=g>,
>>>> On
>>>> (905)562.5711 <(905)%20562-5711>
>>>>
>>>> schw...@lincoln.library.on.ca
>>>>
>>>>
>>>>
>>>
>>
>
>
> --
> “What in the world would we do without our libraries?”
> ― Katharine Hepburn
> <http://www.goodreads.com/author/show/84099.Katharine_Hepburn>
>
> Carol Yarrison
> Help Desk Coordinator/Trainer
> Bibliomation, Inc
> 24 Wooster Ave
> <https://maps.google.com/?q=24+Wooster+Ave+Waterbury,+CT&entry=gmail&source=g>
> Waterbury, CT
> <https://maps.google.com/?q=24+Wooster+Ave+Waterbury,+CT&entry=gmail&source=g>
>
> 203-577-4070 x112 <(203)%20577-4070>
>

Re: [OPEN-ILS-GENERAL] Training Material for the Web Client

[Diane Disbro]

Good afternoon -

So may people have asked for our training material that I will send the
information in this email. You can find our two-part new circ clerk
training materials on the Missouri Evergreen website under Member Resources
-> General -> Member-Developed Resources.
http://libraries.missourievergreen.org/content/general



(The Circulation Procedure Manual is still for the XUL client.)

Thank you.

Diane Disbro
Branch Manager/Circulation Coordinator
Union Branch
Scenic Regional Library
308 Hawthorne Drive
Union, MO 63084
(636) 583-3224

On Wed, Mar 21, 2018 at 12:03 PM, Dawn Dale 
wrote:

> Hi Diane,
>
> I would love to take a look at your training materials if you don't
> mind. I have just joined this list so I may have missed them when you sent
> them Monday.
>
> Thanks,
>
> Dawn Dale
> PINES Services Specialist, Circulation
> Georgia Public Library Service
> 1800 Century Place Suite 150
> <https://maps.google.com/?q=1800+Century+Place+Suite+150+Atlanta,+GA+30345&entry=gmail&source=g>
> Atlanta, GA 30345
> <https://maps.google.com/?q=1800+Century+Place+Suite+150+Atlanta,+GA+30345&entry=gmail&source=g>
> 404-235-7136 <(404)%20235-7136>
> dd...@georgialibraries.org
>
>
> On Sat, Mar 17, 2018 at 10:34 AM, Diane Disbro  > wrote:
>
>> I have training materials! Will send them Monday.
>>
>> On Mar 17, 2018 8:59 AM, "Dana Schwarz" 
>> wrote:
>>
>>> Hi everyone,
>>>
>>>
>>>
>>> We are currently using Evergreen Staff Client 3.0.2 but in September our
>>> Consortium has agreed that we all switch to using only the Web Client. The
>>> issue I am currently dealing with is scheduling everyone together to train
>>> them on circulation and cataloguing with the web client because it looks a
>>> bit different.  However, I don’t think I’ll be able to because spring and
>>> summer programming starts soon. Would anyone have training material that I
>>> could use? Possibly? Please?
>>>
>>>
>>>
>>> Thank you very much,
>>>
>>>
>>>
>>> Dana Schwarz
>>>
>>> *Technical Services Coordinator*
>>>
>>> [image: No motto (marketing)]
>>> Lincoln Public Library
>>>
>>> 4080 John Charles Blvd.
>>> <https://maps.google.com/?q=4080+John+Charles+Blvd.+%0D%0A+Vineland&entry=gmail&source=g>
>>>
>>> Vineland
>>> <https://maps.google.com/?q=4080+John+Charles+Blvd.+%0D%0A+Vineland&entry=gmail&source=g>,
>>> On
>>> (905)562.5711 <(905)%20562-5711>
>>>
>>> schw...@lincoln.library.on.ca
>>>
>>>
>>>
>>
>

Re: [OPEN-ILS-GENERAL] discouraged

[Diane Disbro]

Good afternoon -

This is an excellent discussion. We do need to be careful not to develop
separate groups while at the same time facilitating discussion in whatever
language each of us speaks.

I'm with Scott. I receive notifications for bug reports and scan them to
see if they contain anything pertinent to circulation. If I don't
understand what the report is describing, if it says something about child
scope and bare primitives, I delete the email and move on.

I divide my time between being lead manager at a branch and coordinating
circulation for our ten branch district. Understanding and implementing
Evergreen for circ staff is my responsibility. I have to be able to
understand what is going on well enough to translate it for our circ staff
and my boss.

Since posting my first email about "discouraged," I have learned that one
of my showstoppers has been fixed with 3.0.3. We in Missouri just don't
have that upgrade yet. I also learned of a work-around for Dymo printers.
We tried it and it didn't work for us but, stillit was neighbor helping
neighbor.

Thank you.

Diane Disbro
Branch Manager/Circulation Coordinator
Union Branch
Scenic Regional Library
308 Hawthorne Drive
Union, MO 63084
(636) 583-3224

On Tue, Mar 20, 2018 at 10:02 AM, Kathy Lussier 
wrote:

> Hi all,
>
> To add to what Rogan and Terran said, I love seeing this discussion on the
> list just as I love seeing discussions like this in IRC. Anything that gets
> us all talking about ways to improve the software will lead to seeing those
> improvements implemented in the software. But Rogan is correct in that we
> need to have technical and front line staff talking with each other, which
> is why I'm glad to see this discussion happening on the general list and
> not on a list where there may be fewer developers subscribed.
>
> Despite the understanding our developers may have about library workflows,
> I think there are times when assumptions are made about workflow that don't
> exactly match what libraries experience. There is no substitute for the
> feedback developers can get from those who are using the software every day
> and experiencing the effect of bugs or missing features.
>
> However, I want to reiterate what Terran said about getting these issues
> in Launchpad. In addition, comments should be added to those bugs that link
> to any discussions we have on the list or in IRC. Whatever anyone may think
> about Launchpad, it is the way developers are able to organize their work
> and track what fixes / improvements need to be made. If links to these
> discussions aren't added to the Launchpad discussion, the developers may
> move in a direction that's different from what was agreed upon in a
> previous e-mail thread.
>
> Also, there are many reasons why people may not want to or cannot use IRC.
> It certainly is much more feasible to be frequently active in IRC when you
> aren't working at a circulation or reference desk for large portions of the
> day. However, I want to stress that IRC is available for all Evergreen
> users, not just the technical users. The level of discussion depends on who
> is in IRC at a given time and what is being discussed. If somebody is
> looking for installation help or if developers are discussing how to get
> code to work in a certain way, the discussion is going to be necessarily
> technical. However, sometimes, developers are discussing implementation
> approaches, and these questions would really benefit from end user
> feedback.
>
> I would have loved to have seen more end-user insight into discussions
> like the one here - http://irc.evergreen-ils.org/
> evergreen/2017-09-27#i_327096. There have also been times when we
> specifically ping acquisitions or cataloging folks in IRC to get answers to
> questions about workflows or to get details about how a feature should work.
>
> One might argue that those types of questions should be posted to the
> list, but that doesn't always happen, particularly when somebody is looking
> for a quick answer for a project that are working on in the moment. If we
> have a good balance of developers and end users both on the lists and in
> IRC, then we can build better bridges between all of our users with the
> ultimate result being better software for all.
>
> I'm not saying all this to push people into using a platform they don't
> feel comfortable with, but if others are interested in joining IRC once in
> a while, I don't want them to be scared off because they think the talk
> might be too technical or that its primary audience is developers.
>
> Now that we know there is an audience who wants to discuss Web Client
> issues in library-speak, our consortium will share more of its discoveries
> and issu

Re: [OPEN-ILS-GENERAL] discouraged

[Diane Disbro]

Absolutely. If I only complained at my library and never sent a help desk
ticket to the IT department, it would be my own fault if nothing got fixed.

There are, however, two sets of people working with Evergreen. The
programmers and the end users. And we speak two different languages. I have
looked at the IRC and it is programmer-speak, not library-speak.  I would
like more communication with end users in library-speak.

Thanks for listening.

Diane Disbro
Branch Manager/Circulation Coordinator
Union Branch
Scenic Regional Library
308 Hawthorne Drive
Union, MO 63084
(636) 583-3224

On Mon, Mar 19, 2018 at 11:41 AM, Jason Stephenson  wrote:

> On 03/19/2018 11:55 AM, scott.tho...@sparkpa.org wrote:
> > Jason,
> >I agree Launchpad is a great tool, but I, for one, would like to see
> more discussion about bugs and Webby issues on this list. I often have
> trouble finding bugs in Launchpad so I feel sheepish about creating new
> ones there without first discussing it with others with more expertise, and
> this seems like a good place to do that.
>
> And I am not trying to stop people from discussing bugs on this or any
> other list. I think that's fine, too.
>
> It's just that Launchpad is the official record of the known bugs and
> feature requests, so if it is not on Launchpad, it is not on the RADAR.
>
> I hear that IRC is also a good place to discuss bugs or other issues. :)
>
> >
> > Scott
>

Re: [OPEN-ILS-GENERAL] discouraged

[Diane Disbro]

This is what I see in the copy editor. I scanned three items. Highlighted
all three then chose to Edit Items. One is shown here and all three are
along the top of the page (volumes). How do I change the shelving location
for all three at once?





Diane Disbro
Branch Manager/Circulation Coordinator
Union Branch
Scenic Regional Library
308 Hawthorne Drive
Union, MO 63084
(636) 583-3224

On Mon, Mar 19, 2018 at 11:56 AM, Janet Schrader 
wrote:

> Diane,
>
> I have been able to edit multiple items at the same time on our training
> server using 3.0. The copy record edit screen no longer shows all the
> barcodes and attributes for each item like in xul. These show on the left
> side under the working copies tab. This display is small and cutoff so you
> may not see all the barcodes but the multiple edits are working for me.
>
>
>
> Janet
>
>
>
> Janet Schrader
>
> Bibliographic Services Supervisor | CW MARS
>
> 67 Millbrook Street, Suite 201, Worcester, MA 01606
> <https://maps.google.com/?q=67+Millbrook+Street,+Suite+201,+Worcester,+MA+01606&entry=gmail&source=g>
>
> P: 508-755-3323 x 325 <(508)%20755-3323> | F: 508-757-7801
> <(508)%20757-7801>
>
> --
>
> jschra...@cwmars.org  ||  http;//cwmars.org <http://www.cwmars.org/>
>
>
> On Mon, Mar 19, 2018 at 11:45 AM, scott.tho...@sparkpa.org <
> scott.tho...@sparkpa.org> wrote:
>
>> Hi Diane,
>>
>>Thank you for sharing these. Please see my comments below.
>>
>>
>>
>> Scott
>>
>>
>>
>> *From:* Open-ils-general [mailto:open-ils-general-bounc
>> e...@list.georgialibraries.org] *On Behalf Of *Diane Disbro
>> *Sent:* Monday, March 19, 2018 11:10 AM
>> *To:* Evergreen Discussion Group > libraries.org>
>> *Cc:* megan maurer ; Steven Campbell <
>> swcampb...@scenicregional.org>
>> *Subject:* Re: [OPEN-ILS-GENERAL] discouraged
>>
>>
>>
>> Good morning -
>>
>>
>>
>> I appreciate hearing from several communities members their frustrations
>> and suggestions for using the web client.
>>
>>
>>
>> Showstoppers for me are:
>>
>>- The inability to edit item attributes in the copy editor of more
>>than one item at a time. This one sounds bad. We have not had it
>>reported to us yet. I can’t find it in Launchpad (but I always have 
>> trouble
>>finding bugs in Launchpad). Can someone else find it?
>>- Losing settings and workstation registration after clearing the
>>browser cache or restarting the computer. In Chrome, I was not able
>>to replicate this by going into Clear Browsing Data and selecting Clear
>>Cached Images and File, but I was able to replicate it by selecting Clear
>>Cookies and Other Site Data. We rarely ask our libraries to clear cookies
>>which is why this hasn’t been a problem for us. I am not sure why a
>>computer restart would reset it unless the PC has Deep Freeze or some type
>>of configuration that clears cookies upon reboot.
>>- The frequent need to clear the browser cache because of system
>>freeze.  Unlike with XUL where it happened all the time, we rarely
>>experience system freezes with the Web Client and, if we did, the advice
>>would be to simply close and re-open the browser. Sometimes we do need to
>>ask libraries to clear the cache when a bug fix has been applied, but, in
>>our experience, it does not remove the Web Client settings.
>>- Several functions require being applied twice before the the
>>function is performed. Can you give us specific examples?
>>- Dymo printers aren't compatible with the web client. Are these for
>>printing spine labels?
>>
>> I chose the top five from my list of thirty-six.
>>
>>
>>
>> Thank you.
>>
>>
>> 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&entry=gmail&source=g>
>>
>> Union, MO
>> <https://maps.google.com/?q=308+Hawthorne+Drive+%0D%0A+%0D%0A+%0D%0A+Union,+MO++63084&entry=gmail&source=g>
>>
>> <https://maps.google.com/?q=308+Hawthorne+Drive+%0D%0A+%0D%0A+%0D%0A+Union,+MO++%C2%A0+%C2%A0++63084&entry=gmail&source=g>
>> 63084
>> <https://maps.google.com/?q=308+Hawthorne+Drive+%0D%0A+%0D%0A+%0D%0A+Union,+MO++63084&entry=gmail&source=g>
>>
&

Re: [OPEN-ILS-GENERAL] discouraged

[Diane Disbro]

Yes, Scott! We are all about resource sharing and one of the resources we
should share is our insights!

There are bug reports for four of the five showstoppers I reported this
morning. The slow-down/freeze-up happening often does not have a bug
reportas far as I know. (It is hard to find pertinent bug reports
because you need to think like the person making the report in order to
come up with the key words.) We used Webby for a month and had issues with
it not loading all information on a screen or showing something odd that
seemed to be tied with the number of functions we performed. After we had
been clicking around, checking out patrons, checking in materials, editing
records for a while, we were brought to a stand-still. Clearing the browser
history usually solved the problem. And meant reregistering the workstation
and checking settings.



Diane Disbro
Branch Manager/Circulation Coordinator
Union Branch
Scenic Regional Library
308 Hawthorne Drive
Union, MO 63084
(636) 583-3224

On Mon, Mar 19, 2018 at 10:55 AM, scott.tho...@sparkpa.org <
scott.tho...@sparkpa.org> wrote:

> Jason,
>I agree Launchpad is a great tool, but I, for one, would like to see
> more discussion about bugs and Webby issues on this list. I often have
> trouble finding bugs in Launchpad so I feel sheepish about creating new
> ones there without first discussing it with others with more expertise, and
> this seems like a good place to do that.
>
> Scott
>
> -Original Message-
> From: Open-ils-general [mailto:open-ils-general-
> boun...@list.georgialibraries.org] On Behalf Of Jason Stephenson
> Sent: Monday, March 19, 2018 11:35 AM
> To: open-ils-general@list.georgialibraries.org
> Subject: Re: [OPEN-ILS-GENERAL] discouraged
>
> Diane, and anyone else.
>
> If you are encountering web client bugs and there are not already
> Launchpad bug entries to cover them, please go to Launchpad and create new
> bugs:
>
> https://bugs.launchpad.net/evergreen
>
> Otherwise, no one else will be aware of the bugs you've found.
>
> Thanks,
> Jason
>

Re: [OPEN-ILS-GENERAL] discouraged

[Diane Disbro]

Thank you! I will pass this on to our IT and cataloging departments.

Diane Disbro
Branch Manager/Circulation Coordinator
Union Branch
Scenic Regional Library
308 Hawthorne Drive
Union, MO 63084
(636) 583-3224

On Mon, Mar 19, 2018 at 10:33 AM, Katie Greenleaf Martin <
b...@blaircountylibraries.org> wrote:

> I have been able to use my Dymo 450 printer with the web client . . . I'm
> sure there are lots of use cases that may or may not be supported but here
> is my label template for just spine label (instead of spine and pocket)
> that works well for me. It did require some browser print settings
> tinkering :)
> Katie
>
> On Mon, Mar 19, 2018 at 11:09 AM, Diane Disbro  > wrote:
>
>> Good morning -
>>
>> I appreciate hearing from several communities members their frustrations
>> and suggestions for using the web client.
>>
>> Showstoppers for me are:
>>
>>- The inability to edit item attributes in the copy editor of more
>>than one item at a time.
>>- Losing settings and workstation registration after clearing the
>>browser cache or restarting the computer.
>>- The frequent need to clear the browser cache because of system
>>freeze.
>>- Several functions require being applied twice before the the
>>function is performed.
>>- Dymo printers aren't compatible with the web client.
>>
>> I chose the top five from my list of thirty-six.
>>
>> Thank you.
>>
>> Diane Disbro
>> Branch Manager/Circulation Coordinator
>> Union Branch
>> Scenic Regional Library
>> 308 Hawthorne Drive
>> <https://maps.google.com/?q=308+Hawthorne+Drive+Union,+MO+%C2%A0+%C2%A0+63084&entry=gmail&source=g>
>> Union, MO 63084
>> <https://maps.google.com/?q=308+Hawthorne+Drive+Union,+MO+%C2%A0+%C2%A0+63084&entry=gmail&source=g>
>> (636) 583-3224
>>
>> On Fri, Mar 16, 2018 at 3:08 PM, Kathy Lussier 
>> wrote:
>>
>>> Hi Diane,
>>>
>>> I'm sorry to hear your frustration, but I can also empathize. While
>>> working on a recent project to sponsor more bug fixes for the web client, I
>>> also got discouraged as new bugs were reported, particularly when they were
>>> ones that would have made our priority list if we had known about them at
>>> the time we were selecting bugs to fix. To keep myself from getting
>>> discouraged, I found it helped to keep some things in mind.
>>>
>>> - Despite the current open bugs, the web client has come a long way just
>>> in the past year. Setting aside the addition of serials and offline, there
>>> has been a lot of bug fixing  over the last months. In many cases, the
>>> fixes have been for what I consider to be showstopper bugs. I continued to
>>> see this work even today  as I was going through my bug mail. It might be
>>> useful for the community to track statistics of how many web client bugs
>>> are getting fixed on a monthly basis to help us see the progress that's
>>> been done. Looking at the 3.0 point release notes is also a good way to see
>>> how much work has been done.
>>>
>>> - There were many people, including myself, who spent a lot of time
>>> testing the web client when the code was initially written, but, no matter
>>> how much testing was done, we knew that there are just some bugs that just
>>> won't be found until people start using it in production. This isn't unique
>>> to Evergreen or open-source software, but is something I've seen when using
>>> proprietary software as well. We tried to catch some of these bugs by
>>> having 2.12 available for trial use in production, but I don't think most
>>> sites really started using the web client heavily  until 3.0, which was
>>> just released in October. I would say the flurry of bug reporting since
>>> that time is an expected part of the process of eventually getting to a
>>> more stable web client. This is also why we are keeping the xul client
>>> around through the 3.1 release, because we knew it would take time to get
>>> the web client to where it needs to be for all Evergreen users to move to
>>> it.
>>>
>>> I still remember the early days of the Template Toolkit catalog. I was
>>> equally discouraged about bugs and missing features, but as more sites
>>> started using it, they made sure features important to them were fixed or
>>> added, and we now have a stable and feature rich public catalog.
>>>
>>> - I'm worried about stating t

Re: [OPEN-ILS-GENERAL] discouraged

[Diane Disbro]

Good morning -

I appreciate hearing from several communities members their frustrations
and suggestions for using the web client.

Showstoppers for me are:

   - The inability to edit item attributes in the copy editor of more than
   one item at a time.
   - Losing settings and workstation registration after clearing the
   browser cache or restarting the computer.
   - The frequent need to clear the browser cache because of system freeze.
   - Several functions require being applied twice before the the function
   is performed.
   - Dymo printers aren't compatible with the web client.

I chose the top five from my list of thirty-six.

Thank you.

Diane Disbro
Branch Manager/Circulation Coordinator
Union Branch
Scenic Regional Library
308 Hawthorne Drive
Union, MO 63084
(636) 583-3224

On Fri, Mar 16, 2018 at 3:08 PM, Kathy Lussier  wrote:

> Hi Diane,
>
> I'm sorry to hear your frustration, but I can also empathize. While
> working on a recent project to sponsor more bug fixes for the web client, I
> also got discouraged as new bugs were reported, particularly when they were
> ones that would have made our priority list if we had known about them at
> the time we were selecting bugs to fix. To keep myself from getting
> discouraged, I found it helped to keep some things in mind.
>
> - Despite the current open bugs, the web client has come a long way just
> in the past year. Setting aside the addition of serials and offline, there
> has been a lot of bug fixing  over the last months. In many cases, the
> fixes have been for what I consider to be showstopper bugs. I continued to
> see this work even today  as I was going through my bug mail. It might be
> useful for the community to track statistics of how many web client bugs
> are getting fixed on a monthly basis to help us see the progress that's
> been done. Looking at the 3.0 point release notes is also a good way to see
> how much work has been done.
>
> - There were many people, including myself, who spent a lot of time
> testing the web client when the code was initially written, but, no matter
> how much testing was done, we knew that there are just some bugs that just
> won't be found until people start using it in production. This isn't unique
> to Evergreen or open-source software, but is something I've seen when using
> proprietary software as well. We tried to catch some of these bugs by
> having 2.12 available for trial use in production, but I don't think most
> sites really started using the web client heavily  until 3.0, which was
> just released in October. I would say the flurry of bug reporting since
> that time is an expected part of the process of eventually getting to a
> more stable web client. This is also why we are keeping the xul client
> around through the 3.1 release, because we knew it would take time to get
> the web client to where it needs to be for all Evergreen users to move to
> it.
>
> I still remember the early days of the Template Toolkit catalog. I was
> equally discouraged about bugs and missing features, but as more sites
> started using it, they made sure features important to them were fixed or
> added, and we now have a stable and feature rich public catalog.
>
> - I'm worried about stating this the wrong way, but we also have to
> remember the number of bugs we've learned to live with under the xul
> client. I'm not saying we should just learn to live with the web client
> bugs, but they certainly are more noticeable now because they are new.
> There are also several xul client bugs we were able to close out because
> they were fixed in the web client. The important thing is that the bugs are
> open and known. Evergreen sites can see where the problems are and
> ultimately choose to focus on addressing the ones most important to them.
>
> Having said all of this, I do think it's important that if there are
> showstopper bugs in the web client (not annoyances, but things that really
> prevent you from using the web client), we need to identify those to
> increase the likelihood that they will be fixed ahead of other bugs. For
> example, one of the groups I work with recently set the bug priority to
> High for a handful of bugs they considered to be showstoppers. Back in the
> Template Toolkit days, there was a tag we used in Launchpad that identified
> bugs we thought should be fixed before removing the old catalog from
> Evergreen. Maybe we could consider doing something similar for the web
> client.
>
> Kathy
>
>
>
> On 03/16/2018 03:27 PM, Diane Disbro wrote:
>
> Good afternoon -
>
> I volunteered to keep track of Webby problems for the Missouri Evergreen
> circulation committee. I am pretty discouraged. My library began using
> Webby in D

Re: [OPEN-ILS-GENERAL] Training Material for the Web Client

[Diane Disbro]

I have training materials! Will send them Monday.

On Mar 17, 2018 8:59 AM, "Dana Schwarz" 
wrote:

> Hi everyone,
>
>
>
> We are currently using Evergreen Staff Client 3.0.2 but in September our
> Consortium has agreed that we all switch to using only the Web Client. The
> issue I am currently dealing with is scheduling everyone together to train
> them on circulation and cataloguing with the web client because it looks a
> bit different.  However, I don’t think I’ll be able to because spring and
> summer programming starts soon. Would anyone have training material that I
> could use? Possibly? Please?
>
>
>
> Thank you very much,
>
>
>
> Dana Schwarz
>
> *Technical Services Coordinator*
>
> [image: No motto (marketing)]
> Lincoln Public Library
>
> 4080 John Charles Blvd.
> 
>
> Vineland
> ,
> On
> (905)562.5711 <(905)%20562-5711>
>
> schw...@lincoln.library.on.ca
>
>
>

[OPEN-ILS-GENERAL] discouraged

[Diane Disbro]

Good afternoon -

I volunteered to keep track of Webby problems for the Missouri Evergreen
circulation committee. I am pretty discouraged. My library began using
Webby in December but there were so many frustrations that we stopped after
about a month. My spreadsheet of problems now has thirty-five issue on it.
Every time a new bug report is sent out my heart sinks.

Diane Disbro
Branch Manager/Circulation Coordinator
Union Branch
Scenic Regional Library
308 Hawthorne Drive
Union, MO 63084
(636) 583-3224

Re: [OPEN-ILS-GENERAL] Upcoming development projects from MassLNC

[Diane Disbro]

There is some good stuff here. Thank you!

 

Diane Disbro

Branch Manager/Circulation Coordinator

Union Branch

Scenic Regional Library

308 Hawthorne Drive

Union, MO 63084

(636) 583-3224

www.scenicregional.org

 

 

 

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Kathy 
Lussier
Sent: Friday, March 2, 2018 2:08 PM
To: 'Evergreen Discussion Group'
Subject: [OPEN-ILS-GENERAL] Upcoming development projects from MassLNC

 

Hi all,

MassLNC is considering a handful of development projects to fund over the 
coming months. The
projects are listed below.

I'm sharing these projects with the community to see if anyone has feedback on 
general concept behind the projects or the proposed 
implementations. Also, if anyone is already working on one of these projects, 
or a similar one, please let me know so that we don't duplicate efforts. I also 
have a specific question on the first listed project. 

 

*   Improvements for Hopeless Holds - http://masslnc.org/node/3388 - this 
project would provide a new interface for managing hopeless holds. In the 
current description, we identify hopeless holds as ones that do not have copies 
in the hold_copy_map. However, we do have at least one site that has holdable 
statuses that they would want to show up as hopeless holds. Our current 
requirements don't cover this use case, but I wanted to throw the idea out 
there in case anyone had ideas of a way to incorporate those with little 
additional development.
*   Update hold information when patron contact information is updated - 
http://masslnc.org/node/3388 - this project would prompt staff and the public 
to update holds contact information when phone and SMS numbers are updated in 
their record and in their hold preferences.
*   Test notification method - http://masslnc.org/node/3377 - an easy way 
for staff or patrons to test the e-mail or SMS number on their account.
*   Support for inventory date - http://masslnc.org/node/3379 - the 
addition of some inventory-related fields to the copy could help libraries 
performing inventory. It could be added to a copy at checkin through the use of 
a checkin modifier or from the item status page.
*   Improvements to Deletion of Serials Items - 
http://masslnc.org/node/3383 - When deleting these items, linked copies will be 
removed and summary statements will be updated.
*   Improvements to Spine Label printing - http://masslnc.org/node/3386 - 
specifically, support for sheet label printing.

Feel free to let me know if you have any questions or comments on these 
projects!

Kathy

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

[OPEN-ILS-GENERAL] SIP authentication

[Diane Disbro]

Good morning -

 

Do you block patrons with fines/expired accounts from using your online
resources? How do you accomplish that?

 

We recently found out that our patrons with fines/expired accounts are using
our resources and neither our IT department nor the vendors we have
contacted know how to prevent that from happening.

 

Thank you.

 

Diane Disbro

Branch Manager/Circulation Coordinator

Union Branch

Scenic Regional Library

308 Hawthorne Drive

Union, MO 63084

(636) 583-3224

www.scenicregional.org

 

[OPEN-ILS-GENERAL] open holds and holds aliases

[Diane Disbro]

Good afternoon -

 

We are moving to open holds and looking at setting up holds aliases. We
thought we would use first three letters of the patron's last name and the
last four numbers of their phone number. BUT - there could be more than one
person with the same holds alias - husband, wife, bunch of kids.

 

What do you use for your holds aliases?

 

Thank you.

 

Diane Disbro

Branch Manager/Circulation Coordinator

Union Branch

Scenic Regional Library

308 Hawthorne Drive

Union, MO 63084

(636) 583-3224

www.scenicregional.org

 

Re: [OPEN-ILS-GENERAL] Web Client Print Templates - "You Saved" Calculator

[Diane Disbro]

And thank you for this discussion so that the rest of us know how to implement 
this practice at our libraries!

Diane Disbro
Circulation Coordinator/Branch Manager
Union Branch
Scenic Regional Library
308 Hawthorne Drive
Union, MO 63084
(636) 583-3224
www.scenicregional.org




-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Bill 
Coffey
Sent: Wednesday, February 14, 2018 2:31 PM
To: 'Evergreen Discussion Group'
Subject: Re: [OPEN-ILS-GENERAL] Web Client Print Templates - "You Saved" 
Calculator

That works very well!!!
 Thanks to everyone for their help.

Bill Coffey
Systems Administrator
Wayne County Public Library
1001 E. Ash St
Goldsboro, NC 27530
 
Phone:  (919) 735-6249
Fax:  (919) 731-2889
email:   bill.cof...@waynegov.com


-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Forrest, Stuart
Sent: Wednesday, February 14, 2018 2:20 PM
To: Evergreen Discussion Group 
Subject: Re: [OPEN-ILS-GENERAL] Web Client Print Templates - "You Saved" 
Calculator

Hi

In 2.11 this is how we have it setup

Line Item
%title%
Barcode: %barcode% 
Due: %due_date%
%price% 

Footer
%SHORTNAME% %TODAY_TRIM% 



  You saved: $  by using your public library  
 

Not sure if there is a difference in format between 2.11 and 2.12 though

Stuart

***
Stuart Forrest PhD
IT Analyst
Beaufort County Library System
843 255 6450
sforr...@bcgov.net

www.beaufortcountylibrary.org

For Leisure, For Learning, For Life

-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Bill 
Coffey
Sent: Wednesday, February 14, 2018 2:10 PM
To: 'Evergreen Discussion Group'
Subject: Re: [OPEN-ILS-GENERAL] Web Client Print Templates - "You Saved" 
Calculator

I have yet to get a total amount on any receipt.
Using:

%price% And removing the style I 
can get the price of each book to show in the line item area.

In the Footer using:
Cost to buy these books: $   The total 
sum still does not show after the $

I did get it to show the $0.00 but that is all.
Thanks for any help.

Bill Coffey
Systems Administrator
Wayne County Public Library
1001 E. Ash St
Goldsboro, NC 27530
 
Phone:  (919) 735-6249
Fax:  (919) 731-2889
email:   bill.cof...@waynegov.com

-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Tina Ji
Sent: Wednesday, February 14, 2018 2:03 PM
To: Evergreen Discussion Group 
Subject: Re: [OPEN-ILS-GENERAL] Web Client Print Templates - "You Saved" 
Calculator

We countered some mystery with the price sum. Though using the same code, a 
couple of our sites did not see the total initially.  
Eventually it showed up, still using the same code. Very weird.

It's on 2.10 and 2.12.

Quoting Bill Coffey :

> Receipt on staff computer:
> See attachment
>
> Here is the test receipt:
> Welcome to Goldsboro Library! 919-735-1824 Please see a staff member 
> to update your email address.
> You checked out the following items:
> 
>
>   1.  Peace comes to Castle Oak
> Barcode: 3635300990263
> Due: 2006-08-23
> (using %price% to test if the price is there) 10.00
>   2.  The robber barons : the great American capitalists, 1861-1901
> Barcode: 33207002163014
> Due: 2006-09-06
> (using %price% to test if the price is there) 10.95
>   3.  Katy no-pocket
> Barcode: 33034001434539
> Due: 2006-09-06
> (using %price% to test if the price is there) 0.00
>   4.  King's Castle
> Barcode: 31039000791757
> Due: 2006-09-06
> (using %price% to test if the price is there) 5.95
>   5.  Katy no-pocket
> Barcode: 33034001434539
> Due: 2006-09-06
> (using %price% to test if the price is there) 0.00 Cost to buy these
> books: $ The Value of your Public Library - PRICELESS!
> 
> GOLDSBORO 2018-02-14 10:54
> You were helped by Bill
> 
> DVDs are $1.00 per day.
> All other items are 25 cents each for every day they're late up to a 
> maximum of $10 per item.
>
>
>
> Bill Coffey
> Systems Administrator
> Wayne County Public Library
> 1001 E. Ash St
> Goldsboro, NC 27530
>
> Phone:  (919) 735-6249
> Fax:  (919) 731-2889
> email:   bill.cof...@waynegov.com
>


--
Tina Ji
1-888-848-9250 ext 1014
Support Specialist
BC Libraries Co-operative

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

[Diane Disbro]

Good morning –

 

If the option of saving circ history is enabled during registration, is that 
history visible on the staff client or only on the OPAC?

 

Thank you.

 

Diane Disbro

Circulation Coordinator/Branch Manager

Union Branch

Scenic Regional Library

308 Hawthorne Drive

Union, MO 63084

(636) 583-3224

www.scenicregional.org

 

 

 

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Josh 
Stompro
Sent: Friday, January 26, 2018 8:48 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Reading History opt in on patron application

 

Hello, I just wanted to revisit this topic since I had a chance to look into 
the implementation side.  We have discussed the “should we do this at all” on 
our end and have decided that it is something we want to offer.  Specifically 
allowing staff to enable the circ history for customers.  I want to thank 
everyone for sharing their thoughts on this issue.  The feature mentioned by 
Eva, allowing staff to be alerted based on the users circ history at checkout 
was quite interesting.  That would be very useful for some of our customers 
that seem to devour some genre fiction.  I created bug #1745623 for that 
feature request.

 

It was really easy to add it, and the enabling part just works.  I should 
mention that we are still using the XUL client, I don’t know if this works with 
the web client yet.

 

The circ history is controlled by a pair of user settings, 
history.circ.retention_age and history.circ.retention_start.  If either of 
those exist for a user and have a non-blank value then the circ history is kept 
for that user.  When enabling the circ history in the catalog, only 
history.circ.retention_start gets set, and gets set to the current date.  But 
the value doesn’t actually matter, it just needs to be non-blank to be 
considered true.

 

To trigger that preference to show up in the patron registration screen, you 
need to assign it as an opt in setting type of a dummy action_trigger event 
definition.  I just created one based on the au.created hook, but I think that 
any passive hook would work.  The event def doesn’t even need to be enabled for 
it to work.

 

I also went into the user_settings type editor and changed the label for 
history.circ.retention_start so that it is called “Save my Checkout History”.  
We might change that in the future since that label isn’t exposed to customers 
in the catalog to something more staff focused.

 

After those steps the preference will show up on the patron registration 
screen.  The sorting of it seems to be based on the hidden name of the user 
setting, not the label.  So in our case it puts that preference first.  That 
isn’t ideal for us, but not that big of a deal.

 

If the preference is set by staff during registration or afterwards, it changes 
the value of the user setting to ‘true’.  Since the circ history just needs the 
setting to have a non-blank value this enables it.  If customers then disable 
the feature from the catalog, the feature gets turned off correctly and the 
circ history is purged like normal.  When staff turn off the feature the 
setting gets changed to ‘false’ and the circ history isn’t purged.  The setting 
of ‘false’ is non blank, so the history stays on.   So the one scheduled change 
we will run daily is to look for those situations and delete the setting and 
delete the circ history.   We will just make it clear to staff that deleting 
the circ history is completed overnight.  In some ways this is a nice safety 
feature.  Customers get a confirmation dialog for removing their circ history.  
This give staff a chance to realize they checked the wrong box and undo their 
change.  The batch query that we will run is at 
https://gist.github.com/stompro/e1f3a377ee6b7e044c285b482a1e0a50

 

The batch process could also add extra notifications to the user about this 
feature being enabled or disabled.  We could add a message to the message 
center, send an email, send a text, etc.  

 

In the future, I think the settings for enabling the circ history will be moved 
to a single Boolean setting, which should integrate with the staff access 
better.  The current two settings made sense back when the circ history was 
looking directly at circulation transactions, but now that it is stored 
separately it doesn’t make as much sense.  There is a comment in the circ 
history database function about changing it someday. bug #1745624

 

Josh Stompro - LARL IT Director

 

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Rogan 
Hamby
Sent: Wednesday, October 18, 2017 5:06 PM
To: Evergreen Discussion Group 
Subject: Re: [OPEN-ILS-GENERAL] Reading History opt in on patron application

 

There's a lot to think about here.  I do like the idea of the setting being on 
the patron registration page so that staff can turn it on and off for patrons 
as an assis

Re: [OPEN-ILS-GENERAL] Adding patron info to checkout receipts - quick poll

[Diane Disbro]

Good morning -

We purposely don't include the patron account number on check out receipts
so that receipts left in books or lost in the parking lot don't have any
patron information on them. But that decision is for each individual
library to make.

Diane Disbro
Circulation Coordinator/Branch Manager
Union Branch
Scenic Regional Library
308 Hawthorne Drive
Union, MO 63084
(636) 583-3224

On Tue, Jan 23, 2018 at 1:44 PM, Boyer, Jason A 
wrote:

> I'm basically done with https://bugs.launchpad.net/evergreen/+bug/1737540
> but before making a potential privacy faux-pas or leaving out anything
> potentially useful I wanted to get some opinions. (My hope is that no
> library uses the whole prefix, first, middle, last, suffix anywhere, but
> prefix + last, just first, or first +middle initial might be useful)
>
>
>
> Here's what I'm planning to add to a patron object in checkout receipts:
>
>
>
> prefix
>
> first_given_name
>
> second_given_name
>
> family_name
>
> suffix
>
> barcode
>
> money_summary.total_owed
>
> money_summary.total_paid
>
> money_summary.balance_owed
>
> expire_date (can be used with ng-show to give a little reminder that your
> account will expire soon)
>
> alias
>
> has_email (a boolean for use with ng-show; "Have you signed up for our
> newsletters?" or "Have an email? Add it to your account to get
> notifications about your holds!" etc.)
>
> has_phone (same)
>
>
>
> I'm duplicating the patron_money information because there's no need for a
> separate patron and patron_money objects. In the interest of not breaking
> existing templates the patron_money object would still be in place; just
> not mentioned anywhere. I considered usrname but couldn't see a use case.
>
>
>
> Are there any strong opinions about adding more fields or removing some of
> these? I figure it's better to knock this out all at once rather than
> poking at it repeatedly with tiny changes.
>
>
>
> Jason
>
>
>
> --
>
> Jason Boyer
>
> MIS Supervisor
>
> Indiana State Library
>
> http://library.in.gov/
>
>
>

Re: [OPEN-ILS-GENERAL] Holds in the public catalog

[Diane Disbro]

Hi!

 

So you don’t want patrons to place hold on items that are on the shelf? You 
don’t run a pull holds list?

 

Diane Disbro

Circulation Coordinator/Branch Manager

Union Branch

Scenic Regional Library

308 Hawthorne Drive

Union, MO 63084

(636) 583-3224

www.scenicregional.org

 

 

 

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Walz, 
Jennifer
Sent: Wednesday, January 10, 2018 11:32 AM
To: Evergreen Discussion Group
Subject: [OPEN-ILS-GENERAL] Holds in the public catalog

 

All –

 

  IS there a way to prevent the “place a hold” link from showing up in the 
public catalog, everywhere??   We want it so ONLY show up on items that fill 
our hold requirement – those items that are checked out or NOT available.   

 

  We have set the proper condition in the Library Settings to not have holds 
for available items, but the link still shows up in the public catalog for 
EVERYTHING.   Can it be made to go away?  What are the steps to make this 
happen?

 

  Right now it is so confusing to our users and they keep trying to “place a 
hold” on items that will never be holdable.It is extremely annoying.  

 

Thanks!

 

Jennifer

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

 

 

Re: [OPEN-ILS-GENERAL] patrons with bills

[Diane Disbro]

Thank you, Sara! We don't have a report template - List of patrons owing more 
than X amount. That is where we need to start!

Diane Disbro
Circulation Coordinator/Branch Manager
Union Branch
Scenic Regional Library
308 Hawthorne Drive
Union, MO 63084
(636) 583-3224
www.scenicregional.org



-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of J. 
Sara Paulk
Sent: Tuesday, January 2, 2018 8:54 AM
To: open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] patrons with bills

Apologies -

I did leave one step out

On the Base filter, use User Home Library Link - Field Transform of Raw Data 
and Operator  of In List.


-- 

J. Sara Paulk, Director
Houston County Public Library System
1201 Washington St.,  Perry, GA  31069

(478) 987-3050  Ext. 5  / Fax (478) 987-1862
jspa...@houpl.org http://houpl.org/

[OPEN-ILS-GENERAL] patrons with bills

[Diane Disbro]

Good afternoon -

 

We are trying to find patrons who owe us more than $100. I ran the report
 Patrons with outstanding balances by branch and item
due date range. There are 22,000 lines on the report, one for each billed
item. Some of the items are not overdue/lost. Some of the patrons in the
report do not owe us money. I have looked through most of the patrons with
last names beginning with A, B, and C and found $15,000 owed to us. But it
is a painfully slow process, looking for patrons with multiple billing lines
and checking their records for totals. Then copying their information to a
spreadsheet.

 

Has anyone else found this information by a quicker method?

 

Thank you.

 

Diane Disbro

Circulation Coordinator/Branch Manager

Union Branch

Scenic Regional Library

308 Hawthorne Drive

Union, MO 63084

(636) 583-3224

www.scenicregional.org

 

Re: [OPEN-ILS-GENERAL] Catalog holds status display - Hold queue and potential copies

[Diane Disbro]

What is this “proximity” that people are talking about? I have been told that 
Evergreen doesn’t recognize geography. Are proximity and geography the same 
thing?

 

Diane Disbro

Circulation Coordinator/Branch Manager

Union Branch

Scenic Regional Library

308 Hawthorne Drive

Union, MO 63084

636-583-3224

 <mailto:ddis...@scenicregional.org> ddis...@scenicregional.org

www.scenicregional.org

 

 

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Josh 
Stompro
Sent: Tuesday, November 28, 2017 10:58 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Catalog holds status display - Hold queue and 
potential copies

 

Hello Scott, we do resource share.  One of our systems is 3x larger than the 
other, so the smaller system uses age hold protection on their new items to 
keep them home for a while.  Otherwise we were seeing 4x more holds placed by 
the larger system which was pulling a disproportionate share of new material 
from the smaller system.  The smaller system also recently decided to use FIFO 
vs proximity for their holds, while the larger system is sticking with check-in 
proximity priority.  

 

Most of the highly sought after items that have lots of holds are new items in 
our experience, so the smaller system that is using FIFO will only fill their 
own customers holds in FIFO order until the age hold protection expires.  Once 
it expires then there is a chance that the larger system’s holds will get 
priority if they are older than the remaining smaller systems holds.  We don’t 
know if that is going to be a problem in actual usage yet.

 

Josh Stompro - LARL IT Director

 

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
scott.tho...@sparkpa.org
Sent: Tuesday, November 28, 2017 7:31 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Catalog holds status display - Hold queue and 
potential copies

 

Another interesting issue was raised in this discussion. Our consortium is all 
proximity because we were told that, if org units within a consortium plan to 
resource share, they must all be FIFO or proximity, but it appears some of you 
are hybrids. Can I assume you do not resource share at all or do not do so 
beyond the local library system?

Thank you,
Scott

 

 

Scott Thomas

Executive Director

PaILS / SPARK

(717) 873-9461

 <mailto:scott.tho...@sparkpa.org> scott.tho...@sparkpa.org

 <http://www.palibrary.org/pails/> Description: Description: Training | SPARK – 
Pennsylvania's Statewide Library System

 

 

 

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Diane 
Disbro
Sent: Monday, November 27, 2017 8:30 PM
To: Evergreen Discussion Group ; ME 
list serv 
Subject: Re: [OPEN-ILS-GENERAL] Catalog holds status display - Hold queue and 
potential copies

 

I am very interested to hear if someone has done something with this other than 
try to explain to disgruntled patrons why they see in their online account that 
they are next in the queue for an item but they wait weeks or months to get it. 

 

Thank you, Josh, for asking.




Diane Disbro

Circulation Coordinator/Branch Manager

Union Branch

Scenic Regional Library

308 Hawthorne Drive

Union, MO 63084

(636) 583-3224

 

On Mon, Nov 27, 2017 at 4:28 PM, Josh Stompro  
wrote:

Hello, Those of you that use age hold protection and non FIFO best hold 
selection sort order, what have you done with the status column of holds in 
your catalog.  We just noticed that it is showing the FIFO queue position for 
holds, along with all potential copies.  This gives users bad info since for us 
holds are sometimes filled in FIFO order for some orgs, and are filled based on 
proximity for other locations.  And since one org uses age hold protection, the 
total copy count isn’t accurate either since half the copies might be age hold 
protected so they cannot fill the users holds.

 

Did you just remove that section from templates/opac/parts/hold_status.tt2?  
Did you modify it in some way?  I would like to see examples of what you 
changed it to if you changed it.

 

Should the potential copies count exclude copies that are age hold protected 
and cannot be captured for that hold?  Right now it pulls from hold copy map, 
but it looks like restricting the copy count based on the age hold protection 
might be possible to add.

 

Thanks

Josh

 

 

 

Lake Agassiz Regional Library - Moorhead MN larl.org

Josh Stompro | Office 218.233.3757 EXT-139  

LARL IT Director | Cell 218.790.2110

 

 

Re: [OPEN-ILS-GENERAL] Catalog holds status display - Hold queue and potential copies

[Diane Disbro]

My library has nine branches but we told the ILS that we are all in the same 
building. That way, age protected items will be FIFO to all of the patrons in 
our nine branches. Anything without age protection is FIFO throughout our 
resource sharing consortium.

 

Diane Disbro

Circulation Coordinator/Branch Manager

Union Branch

Scenic Regional Library

308 Hawthorne Drive

Union, MO 63084

636-583-3224

 <mailto:ddis...@scenicregional.org> ddis...@scenicregional.org

www.scenicregional.org

 

 

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
scott.tho...@sparkpa.org
Sent: Tuesday, November 28, 2017 7:31 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Catalog holds status display - Hold queue and 
potential copies

 

Another interesting issue was raised in this discussion. Our consortium is all 
proximity because we were told that, if org units within a consortium plan to 
resource share, they must all be FIFO or proximity, but it appears some of you 
are hybrids. Can I assume you do not resource share at all or do not do so 
beyond the local library system?

Thank you,
Scott

 

 

Scott Thomas

Executive Director

PaILS / SPARK

(717) 873-9461

 <mailto:scott.tho...@sparkpa.org> scott.tho...@sparkpa.org

 <http://www.palibrary.org/pails/> Description: Description: Training | SPARK – 
Pennsylvania's Statewide Library System

 

 

 

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Diane 
Disbro
Sent: Monday, November 27, 2017 8:30 PM
To: Evergreen Discussion Group ; ME 
list serv 
Subject: Re: [OPEN-ILS-GENERAL] Catalog holds status display - Hold queue and 
potential copies

 

I am very interested to hear if someone has done something with this other than 
try to explain to disgruntled patrons why they see in their online account that 
they are next in the queue for an item but they wait weeks or months to get it. 

 

Thank you, Josh, for asking.




Diane Disbro

Circulation Coordinator/Branch Manager

Union Branch

Scenic Regional Library

308 Hawthorne Drive

Union, MO 63084

(636) 583-3224

 

On Mon, Nov 27, 2017 at 4:28 PM, Josh Stompro  
wrote:

Hello, Those of you that use age hold protection and non FIFO best hold 
selection sort order, what have you done with the status column of holds in 
your catalog.  We just noticed that it is showing the FIFO queue position for 
holds, along with all potential copies.  This gives users bad info since for us 
holds are sometimes filled in FIFO order for some orgs, and are filled based on 
proximity for other locations.  And since one org uses age hold protection, the 
total copy count isn’t accurate either since half the copies might be age hold 
protected so they cannot fill the users holds.

 

Did you just remove that section from templates/opac/parts/hold_status.tt2?  
Did you modify it in some way?  I would like to see examples of what you 
changed it to if you changed it.

 

Should the potential copies count exclude copies that are age hold protected 
and cannot be captured for that hold?  Right now it pulls from hold copy map, 
but it looks like restricting the copy count based on the age hold protection 
might be possible to add.

 

Thanks

Josh

 

 

 

Lake Agassiz Regional Library - Moorhead MN larl.org

Josh Stompro | Office 218.233.3757 EXT-139  

LARL IT Director | Cell 218.790.2110

 

 

Re: [OPEN-ILS-GENERAL] Catalog holds status display - Hold queue and potential copies

[Diane Disbro]

I am very interested to hear if someone has done something with this other
than try to explain to disgruntled patrons why they see in their online
account that they are next in the queue for an item but they wait weeks or
months to get it.

Thank you, Josh, for asking.

Diane Disbro
Circulation Coordinator/Branch Manager
Union Branch
Scenic Regional Library
308 Hawthorne Drive
Union, MO 63084
(636) 583-3224

On Mon, Nov 27, 2017 at 4:28 PM, Josh Stompro 
wrote:

> Hello, Those of you that use age hold protection and non FIFO best hold
> selection sort order, what have you done with the status column of holds in
> your catalog.  We just noticed that it is showing the FIFO queue position
> for holds, along with all potential copies.  This gives users bad info
> since for us holds are sometimes filled in FIFO order for some orgs, and
> are filled based on proximity for other locations.  And since one org uses
> age hold protection, the total copy count isn’t accurate either since half
> the copies might be age hold protected so they cannot fill the users holds.
>
>
>
> Did you just remove that section from templates/opac/parts/hold_status.tt2?
> Did you modify it in some way?  I would like to see examples of what you
> changed it to if you changed it.
>
>
>
> Should the potential copies count exclude copies that are age hold
> protected and cannot be captured for that hold?  Right now it pulls from
> hold copy map, but it looks like restricting the copy count based on the
> age hold protection might be possible to add.
>
>
>
> Thanks
>
> 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>
>
>
>

Re: [OPEN-ILS-GENERAL] Batch moving of items issue?

[Diane Disbro]

Looks like copy buckets are the answer for now.

On Nov 25, 2017 8:45 AM, "Nancy Grant"  wrote:

> Sitting with 18 boxes of books moving from one library branch to another.
>
> IF Item Status cannot be used - is there any way to batch change the
> location?
>
> Nancy B. Grant
> Maine Balsam Libraries Consortium President
> Retired LMS, NBCT
> Dover-Foxcroft, Maine
> 207-564-3098 <(207)%20564-3098>
> nbgran...@gmail.com
>
>
> On Sat, Nov 25, 2017 at 9:32 AM,  list.georgialibraries.org> wrote:
>
>> Send Open-ils-general mailing list submissions to
>> open-ils-general@list.georgialibraries.org
>>
>> To subscribe or unsubscribe via the World Wide Web, visit
>> http://libmail.georgialibraries.org/mailman/listinfo/open-
>> ils-general
>> or, via email, send a message with subject or body 'help' to
>> open-ils-general-requ...@list.georgialibraries.org
>>
>> You can reach the person managing the list at
>> open-ils-general-ow...@list.georgialibraries.org
>>
>> When replying, please edit your Subject line so it is more specific
>> than "Re: Contents of Open-ils-general digest..."
>>
>>
>> Today's Topics:
>>
>>1. Re: changing shelving location of multiple items at one time
>>   (Janet Schrader)
>>2. Issue with changing shelving location of  multiple items at
>>   one time (Nancy Grant)
>>
>>
>> --
>>
>> Message: 1
>> Date: Fri, 24 Nov 2017 17:32:43 -0500
>> From: Janet Schrader 
>> To: ddis...@scenicregional.org,  Evergreen Discussion Group
>> 
>> Subject: Re: [OPEN-ILS-GENERAL] changing shelving location of multiple
>> items at one time
>> Message-ID:
>> > gmail.com>
>> Content-Type: text/plain; charset="utf-8"
>>
>> Hi Diane,
>>
>> This is listed in Launchpad as a bug which says in the web client you can
>> not edit items as a batch
>> https://bugs.launchpad.net/evergreen/+bug/1691861
>>
>> I tried editing mulltiple items on our training server and got the same
>> results you did.
>>
>>
>> Janet
>>
>> On Wed, Nov 22, 2017 at 5:34 PM, Diane Disbro > >
>> wrote:
>>
>> > I scanned two items into item status, checked the box on each line, and
>> > chose Edit Item from the Actions tab. Two windows opened, one for each
>> > item. I changed the shelving location for the item in the front window.
>> The
>> > location was changed for that item but not for the second item in the
>> > second window. --- ???
>> >
>> >
>> >
>> > *Diane Disbro*
>> >
>> > Circulation Coordinator/Branch Manager
>> >
>> > Union Branch
>> >
>> > Scenic Regional Library
>> >
>> > 308 Hawthorne Drive
>> <https://maps.google.com/?q=308+Hawthorne+Drive&entry=gmail&source=g>
>> > <https://maps.google.com/?q=308+Hawthorne+Drive+Union,+MO%C2
>> %A0%C2%A0%C2%A0%C2%A0+63084&entry=gmail&source=g>
>> >
>> > Union, MO 63084
>> > <https://maps.google.com/?q=308+Hawthorne+Drive+Union,+MO%C2
>> %A0%C2%A0%C2%A0%C2%A0+63084&entry=gmail&source=g>
>> >
>> > 636-583-3224 <(636)%20583-3224>
>> >
>> > ddis...@scenicregional.org
>> >
>> > www.scenicregional.org
>> >
>> >
>> >
>> >
>> >
>> > *From:* Deborah Luchenbill [mailto:debo...@mobiusconsortium.org]
>> > *Sent:* Wednesday, November 22, 2017 4:09 PM
>> > *To:* Diane Disbro; Evergreen Discussion Group
>> > *Subject:* Re: [OPEN-ILS-GENERAL] changing shelving location of multiple
>> > items at one time
>> >
>> >
>> >
>> > Diane,
>> >
>> >
>> >
>> > You can still make batch changes, like shelving location, to items using
>> > the Item Status screen, as well as in Copy Buckets.  You'll scan in all
>> the
>> > items, check their boxes, then go to Edit: Items in the Actions menu.
>> Any
>> > changes you make in the Copy Editor will be applied to all the items you
>> > checked.  Be sure that your pop-up blocker is off or set to accept
>> pop-ups
>> > from Evergreen.
>> >
>> >
>> >
>> > Sincerely,
>> >
>> > Debbie
>> >
>> >
>> >
>>

Re: [OPEN-ILS-GENERAL] changing shelving location of multiple items at one time

[Diane Disbro]

I scanned two items into item status, checked the box on each line, and chose 
Edit Item from the Actions tab. Two windows opened, one for each item. I 
changed the shelving location for the item in the front window. The location 
was changed for that item but not for the second item in the second window. --- 
???

 

Diane Disbro

Circulation Coordinator/Branch Manager

Union Branch

Scenic Regional Library

308 Hawthorne Drive

Union, MO 63084

636-583-3224

 <mailto:ddis...@scenicregional.org> ddis...@scenicregional.org

www.scenicregional.org

 

 

From: Deborah Luchenbill [mailto:debo...@mobiusconsortium.org] 
Sent: Wednesday, November 22, 2017 4:09 PM
To: Diane Disbro; Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] changing shelving location of multiple items at 
one time

 

Diane,

 

You can still make batch changes, like shelving location, to items using the 
Item Status screen, as well as in Copy Buckets.  You'll scan in all the items, 
check their boxes, then go to Edit: Items in the Actions menu.  Any changes you 
make in the Copy Editor will be applied to all the items you checked.  Be sure 
that your pop-up blocker is off or set to accept pop-ups from Evergreen.

 

Sincerely,

Debbie

 

 

 




Debbie Luchenbill

Evergreen Coordinator

MOBIUS

111 E. Broadway, Ste. 220

Columbia, MO  65203

deb...@mobiusconsortium.org <mailto:debo...@mobiusconsortium.org> 

573-234-4914

 <http://mobiusconsortium.org> https://mobiusconsortium.org

Missouri Evergreen Help Desk: h...@mobiusconsortium.org / 877-312-3517

 <http://libraries.missourievergreen.org/> 
http://libraries.missourievergreen.org

 

On Wed, Nov 22, 2017 at 3:12 PM, Diane Disbro  
wrote:

Good afternoon –

 

In the XULrunner, we can change the shelving location of multiple items at the 
same time in the Copy Editor. Will we not be able to do that Webby? Copy 
buckets will be our only option for changing more than one item at a time?

 

Thank you.

 

Diane Disbro

Circulation Coordinator/Branch Manager

Union Branch

Scenic Regional Library

308 Hawthorne Drive 
<https://maps.google.com/?q=308+Hawthorne+Drive+Union,+MO%C2%A0%C2%A0%C2%A0%C2%A0+63084&entry=gmail&source=g>
 

Union, MO 
<https://maps.google.com/?q=308+Hawthorne+Drive+Union,+MO%C2%A0%C2%A0%C2%A0%C2%A0+63084&entry=gmail&source=g>
  63084 
<https://maps.google.com/?q=308+Hawthorne+Drive+Union,+MO%C2%A0%C2%A0%C2%A0%C2%A0+63084&entry=gmail&source=g>
 

636-583-3224  

ddis...@scenicregional.org

www.scenicregional.org

 

 

 

[OPEN-ILS-GENERAL] changing shelving location of multiple items at one time

[Diane Disbro]

Good afternoon -

 

In the XULrunner, we can change the shelving location of multiple items at
the same time in the Copy Editor. Will we not be able to do that Webby? Copy
buckets will be our only option for changing more than one item at a time?

 

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] SFC Membership Change

[Diane Disbro]

Thank you!

 

Diane Disbro

Circulation Coordinator/Branch Manager

Union Branch

Scenic Regional Library

308 Hawthorne Drive

Union, MO 63084

636-583-3224

 <mailto:ddis...@scenicregional.org> ddis...@scenicregional.org

www.scenicregional.org

 

 

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Tim 
Spindler
Sent: Monday, November 20, 2017 8:42 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] SFC Membership Change

 

Diane,

MOBIUS will be responsible for the following

--Booking keeping and financial tracking for the Evergreen Community  --  This 
is the lions share of the activity

--Signoff on contracts (primarily related to the annual conference)

--Provide support for defense of the Evergreen trademark 

--Provide support for the promotion of Evergreen

Tim Spindler

 

 

On Sat, Nov 18, 2017 at 1:09 PM, Diane Disbro  
wrote:

Good afternoon –

 

What exactly does that mean? MOBIUS is our great Evergreen manager here in 
Missouri. What does “umbrella organization” entail?

 

Thanks!

 

Diane Disbro

Circulation Coordinator/Branch Manager

Union Branch

Scenic Regional Library

308 Hawthorne Drive 
<https://maps.google.com/?q=308+Hawthorne+Drive+Union,+MO%C2%A0%C2%A0%C2%A0%C2%A0+63084&entry=gmail&source=g>
 

Union, MO 
<https://maps.google.com/?q=308+Hawthorne+Drive+Union,+MO%C2%A0%C2%A0%C2%A0%C2%A0+63084&entry=gmail&source=g>
  63084

636-583-3224  

ddis...@scenicregional.org

www.scenicregional.org

 

 

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Tim 
Spindler
Sent: Friday, November 17, 2017 10:09 AM
To: Evergreen Discussion Group
Subject: [OPEN-ILS-GENERAL] SFC Membership Change

 

I thought I would take a moment to announce to the community that the Evergreen 
Oversight Board voted to use MOBIUS as our umbrella organization.

I would like the thank the SFC for the services they have provided and welcome 
the opportunity to continue to grow Evergreen with the support of MOBIUS.

Both organizations have been notified of the decision.  We will be making the 
transition sometime after the 2018 Conference which is being hosted by MOBIUS 
in St. Charles, MO.

We will be sending details of the timeline and changes as these are worked out.

Thank you,



-- 

Tim Spindler

Evergreen Oversight Board Chair

Executive Director | C/W MARS

tspind...@cwmars.org

 

tjspind...@gmail.com

 

P   Go Green - Save a tree! Please don't print this e-mail unless it's really 
necessary.

 




-- 

Tim Spindler
tjspind...@gmail.com

 

P   Go Green - Save a tree! Please don't print this e-mail unless it's really 
necessary.

 

Re: [OPEN-ILS-GENERAL] SFC Membership Change

[Diane Disbro]

Good afternoon –

 

What exactly does that mean? MOBIUS is our great Evergreen manager here in 
Missouri. What does “umbrella organization” entail?

 

Thanks!

 

Diane Disbro

Circulation Coordinator/Branch Manager

Union Branch

Scenic Regional Library

308 Hawthorne Drive

Union, MO 63084

636-583-3224

 <mailto:ddis...@scenicregional.org> ddis...@scenicregional.org

www.scenicregional.org

 

 

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Tim 
Spindler
Sent: Friday, November 17, 2017 10:09 AM
To: Evergreen Discussion Group
Subject: [OPEN-ILS-GENERAL] SFC Membership Change

 

I thought I would take a moment to announce to the community that the Evergreen 
Oversight Board voted to use MOBIUS as our umbrella organization.

I would like the thank the SFC for the services they have provided and welcome 
the opportunity to continue to grow Evergreen with the support of MOBIUS.

Both organizations have been notified of the decision.  We will be making the 
transition sometime after the 2018 Conference which is being hosted by MOBIUS 
in St. Charles, MO.

We will be sending details of the timeline and changes as these are worked out.

Thank you,



-- 

Tim Spindler

Evergreen Oversight Board Chair

Executive Director | C/W MARS

tspind...@cwmars.org

 

tjspind...@gmail.com

 

P   Go Green - Save a tree! Please don't print this e-mail unless it's really 
necessary.

 

[OPEN-ILS-GENERAL] seving multiple patrons at once

[Diane Disbro]

Good morning -

 

When our bookmobile visits school, students from more than one class come
onto the bookmobile at the same time. In XUL, staff keep several teacher
accounts open at once so that they can flip between classes as they serve
patrons. 

 

Is there a way to do the same thing in Webby without creating permanent tabs
for each teacher at each school - which, of course, we can't do because the
Favorites bar isn't long enough?

 

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

 

 

[OPEN-ILS-GENERAL] merging records in Webby

[Diane Disbro]

Good afternoon -

 

How will we merge patron accounts in Webby? We used to use Group Member
Details but the fake patron account I created in Webby shows No Items to
Display in Group Member Details. 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] Reading History opt in on patron application

[Diane Disbro]

Good morning –

 

I think Elaine’s recommendation is spot on. We should give patrons information 
about this function and leave it up to them to enable, by themselves or with 
our coaching. Accessing the patron’s side of her account sort of defeats the 
purpose of having a “patron’s side.”

 

Diane Disbro

Circulation Coordinator/Branch Manager

Union Branch

Scenic Regional Library

308 Hawthorne Drive

Union, MO 63084

636-583-3224

 <mailto:ddis...@scenicregional.org> ddis...@scenicregional.org

www.scenicregional.org

 

 

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Elaine 
Hardy
Sent: Thursday, October 19, 2017 7:54 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Reading History opt in on patron application

 

​

​​

​From ALA's statement on privacy:

 

 

"In all areas of librarianship, best practice leaves the user in control of as 
many choices as possible. These include decisions about the selection of, 
access to, and use of information. Lack of privacy and confidentiality has a 
chilling effect on users’ choices. All users have a right to be free from any 
unreasonable intrusion into or surveillance of their lawful library use."  
http://www.ala.org/advocacy/intfreedom/librarybill/interpretations/privacy

 

There may also be local and state laws that govern how a patron opts out of 
something that effects their privacy. 

 

Rather than creating a potential avenue that would compromise patron 
confidentiality, I think it more appropriate to train front line staff to 
inform patrons of this functionality and give them instructions on how to 
utilize it. If the patron then needs further assistance, it can be given.​




 

 

J. Elaine Hardy

PINES & Collaborative Projects Manager

Georgia Public Library Service/PINES

1800 Century Place, Ste. 150

Atlanta, GA 30045

404.235.7128 Office

404.548.4241 Cell

404.235.7201 FAX

 

On Wed, Oct 18, 2017 at 6:05 PM, Rogan Hamby  
wrote:

There's a lot to think about here.  I do like the idea of the setting being on 
the patron registration page so that staff can turn it on and off for patrons 
as an assistance.  Actually, I think we should have had that for a long time 
now.  If you're doing this as a local hack how you do it is certainly up to you 
but if it's an actual change to Evergreen code the idea of tying it to a 
nightly cron job unnecessary.  There is a question about if older circs should 
get fed in but that might be tangential here and more about how the reading 
history works.  

 

I'm not fond of giving staff access to the history though.  Staff trusted with 
reporter permissions can do that anyway, to the extent that you haven't aged 
out circulations anyway.  It feels like an unnecessary threshold to cross or at 
least one that we shouldn't cross, on principle.  It does mean that patrons 
that want staff to see their reading history have to go to the step of giving 
it in some form to the staff but I feel like that's an acceptable price to pay 
for privacy.  But I know that some communities will probably see me as paranoid 
in that regard.  

 

If it was implemented I feel library options, patron toggling, protection for 
patron toggles, etc... would be needed.  It would be it's own viper nest of 
issues to sort through.  

 

 




 

Rogan Hamby

Data and Project Analyst 

Equinox Open Library Initiative

phone:  1-877-OPEN-ILS (673-6457)

email:  ro...@equinoxinitiative.org

web:  http://EquinoxInitiative.org

 

On Wed, Oct 18, 2017 at 2:44 PM, Josh Stompro  
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

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

[Diane Disbro]

Good. We want mm/dd/ except we want to also be able to m/d/. That
is the format we are using in the XUL client.

Diane Disbro
Circulation Coordinator/Branch Manager
Union Branch
Scenic Regional Library
308 Hawthorne Drive
Union, MO 63084
(636) 583-3224

On Wed, Oct 18, 2017 at 5:40 PM, Kathy Lussier  wrote:

> Great! I'll have to re-test it.
>
> Kathy
>
> On 10/18/2017 06:23 PM, Terran McCanna wrote:
>
> >>I don't think this setting affects the date format in the browser client
> patron registration form. <<
>
> It looks like it's working for us in the web client. We are using a
> MM/dd/ format.
>
> Terran McCanna
> PINES Program Manager
> Georgia Public Library Service
> 1800 Century Place, Suite 150
> <https://maps.google.com/?q=1800+Century+Place,+Suite+150+%0D+Atlanta,+GA+30345&entry=gmail&source=g>
> Atlanta, GA 30345
> 404-235-7138 <(404)%20235-7138>
> tmcca...@georgialibraries.org
>
>
> On Tue, Oct 17, 2017 at 3:23 PM, Kathy Lussier 
> wrote:
>
>> 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 > > 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
>>> <https://maps.google.com/?q=308+Hawthorne+Drive+Union,+MO%C2%A0%C2%A0%C2%A0%C2%A0+63084&entry=gmail&source=g>
>>>
>>> Union, MO
>>> <https://maps.google.com/?q=308+Hawthorne+Drive+Union,+MO%C2%A0%C2%A0%C2%A0%C2%A0+63084&entry=gmail&source=g>
>>>
>>> <https://maps.google.com/?q=308+Hawthorne+Drive%0D+Union,+MO+%3Chttps://maps.google.com/?q%3D308%2BHawthorne%2BDrive%2BUnion,%2BMO%25C2%25A0%25C2%25A0%25C2%25A0%25C2%25A0%2B63084%26entry%3Dgmail%26source%3Dg%3E%C2%A0%C2%A0%C2%A0%C2%A0+63084+%3Chttps://maps.google.com/?q%3D308%2BHawthorne%2BDrive%2BUnion,%2BMO%25C2%25A0%25C2%25A0%25C2%25A0%25C2%25A0%2B63084%26entry%3Dgmail%26source%3Dg%3E&entry=gmail&source=g>
>>> 63084
>>> <https://maps.google.com/?q=308+Hawthorne+Drive+Union,+MO%C2%A0%C2%A0%C2%A0%C2%A0+63084&entry=gmail&source=g>
>>>
>>> 636-583-3224 <%28636%29%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
>>
>>
>> --
>> Kathy Lussier
>> Project Coordinator
>> Massachusetts Library Network Cooperative(508) 343-0128kluss...@masslnc.org
>> Twitter: http://www.twitter.com/kmlussier
>>
>>
>
> --
> Kathy Lussier
> Project Coordinator
> Massachusetts Library Network Cooperative(508) 343-0128kluss...@masslnc.org
> Twitter: http://www.twitter.com/kmlussier
>
>

[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

 

 

[OPEN-ILS-GENERAL] Auto-print check-out receipts in Webby?

[Diane Disbro]

Good evening -

 

I am creating training materials for Webby. I don't see anywhere in Webby to
choose Auto Print for check out receipts. Am I missing something?

 

XUL:

 



 

Webby:

 



 

How do these options work? None of them seem to be sticky.

 

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] Holds

[Diane Disbro]

Good evening -

 

We have this report that lists unfilled holds.

 



 

Diane Disbro

Circulation Coordinator/Branch Manager

Union Branch

Scenic Regional Library

308 Hawthorne Drive

Union, MO 63084

636-583-3224

 <mailto:ddis...@scenicregional.org> ddis...@scenicregional.org

www.scenicregional.org

 

 

From: Open-ils-general
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of
Millissa Macomber
Sent: Thursday, October 12, 2017 2:12 PM
To: Evergreen Discussion Group (open-ils-general@list.georgialibraries.org);
Evergreen Discussion Group (open-ils-general@list.georgialibraries.org)
Subject: [OPEN-ILS-GENERAL] Holds

 

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

 

 

Re: [OPEN-ILS-GENERAL] Road to 3.0 Video Series: Patron Batch Editing

[Diane Disbro]

Again, thank you for creating this videos!

 

Diane Disbro

Circulation Coordinator/Branch Manager

Union Branch

Scenic Regional Library

308 Hawthorne Drive

Union, MO 63084

636-583-3224

 <mailto:ddis...@scenicregional.org> ddis...@scenicregional.org

www.scenicregional.org

 

 

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Rogan 
Hamby
Sent: Monday, October 02, 2017 7:35 AM
To: Evergreen Discussion Group
Subject: [OPEN-ILS-GENERAL] Road to 3.0 Video Series: Patron Batch Editing

 

 

The latest in our Road to 3.0 series is now up on YouTube: Patron Buckets!

 

https://www.youtube.com/edit?o=U 
<https://www.youtube.com/edit?o=U&video_id=FNlh9C5zfaY> &video_id=FNlh9C5zfaY

 

Please subscribe while you're there, if we hit 100 subscribers we can customize 
the channel more with our community branding.


 

Rogan Hamby

Data and Project Analyst 

Equinox Open Library Initiative

phone:  1-877-OPEN-ILS (673-6457)

email:  ro...@equinoxinitiative.org

web:  http://EquinoxInitiative.org

Re: [OPEN-ILS-GENERAL] Dealing with Holds

[Diane Disbro]

Good afternoon -

 

We are a multi-branch system and had the same situation you describe when we
migrated to Missouri Evergreen. The problem was solved by having our
settings edited so that the ILS thinks all of our branches are under one
roof.  All of our patrons are in one queue now. This was VERY important to
us. Otherwise, once an item goes to, for example, the Pacific branch, it
will fill all of the holds there before moving to a different branch,
without regard to the fact that some patrons in another branch placed their
hold before the patrons in Pacific.

 

The queue order is still not always what the ILS shows since other libraries
in the consortium have their own settings for filling holds.

 

One minor problem caused by our new setting is that the ILS does think all
ten branches are in one building so a hold placed for a Union patron may
target a New Haven item even though there is a copy of the item on the Union
shelves. 

 

Does that make sense?

 

Diane Disbro

Circulation Coordinator/Branch Manager

Union Branch

Scenic Regional Library

308 Hawthorne Drive

Union, MO 63084

636-583-3224

 <mailto:ddis...@scenicregional.org> ddis...@scenicregional.org

www.scenicregional.org

 

 

From: Open-ils-general
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of
Dana Schwarz
Sent: Thursday, September 28, 2017 1:09 PM
To: Evergreen Discussion Group
Subject: [OPEN-ILS-GENERAL] Dealing with Holds

 

Hi everyone,

 

I would very much appreciate some feedback from libraries in consortiums
about how they handle holds compared to my library's hold situation. 

(my apologies for the long email - it's a little difficult to explain.)

 

Before my library joined in a consortium, we filled holds by the date the
patron requested an item. We are two branches at Lincoln Public Library, so
when we scan an item with holds waiting, whoever placed the hold at the
earliest date and time in the whole system will get it and so on. This means
items will be shipped back and forth a lot to both of our branches but we
don't mind because we have delivery 3x a week. Having this hold system meant
that the staff on the client could tell where in the queue a patron was e.g.
"you are 5th in line for Wonder Woman". Patrons could also login from home
and see an estimated wait time for their hold to arrive. 

 

This past June my library and four other systems joined together to create
"LiNC" (Libraries in Niagara Cooperative) which has been successful so far
except for how we now fill our holds. Instead of Evergreen checking who was
first in all of Lincoln to place a hold, It is now looking who is first by
branch. For example, if an item is catalogued for our Rittenhouse branch the
first person that placed the hold whose home library is Rittenhouse will get
it first even though the first person in Lincoln to place a hold has their
home library at the Fleming branch. We cannot see a queue and the estimated
wait time is no longer valid. This has caused a lot of frustrations both
from staff and the public. The other libraries in our consortium are okay
with the new holds system but in Lincoln, our holds and circs are the
highest and the demand for holds information is really important.  

In order to go back to the way things were, we would need to pay Equinox a
considerable amount to make the changes. 

 

To the libraries in consortiums, do you have this same hold system? If so,
how's it going? If not, how are you filling holds and what did you need to
do to make it that way?

 

Many regards,

 

Dana Schwarz
Technical Services Coordinator

Lincoln Public Library

4080 John Charles Boulevard

Vineland, ON, Canada

L0R 2C0

905-562-5711

905-562-3454 (fax)

 <mailto:schw...@lincoln.library.on.ca> schw...@lincoln.library.on.ca

 

 

 

Re: [OPEN-ILS-GENERAL] On the Road to 3.0: Small Enhancements to Improve the Staff Experience

[Diane Disbro]

This is AWESOME! 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



-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Kathy 
Lussier
Sent: Thursday, September 07, 2017 11:58 AM
To: 'Evergreen Discussion Group'
Subject: [OPEN-ILS-GENERAL] On the Road to 3.0: Small Enhancements to Improve 
the Staff Experience

Hi all,

We are all excited about yesterday's beta release for 3.0 and all of the 
wonderful improvements we're going to see in Evergreen!

Over the next few weeks, the Evergreen Outreach Committee will be highlighting 
some of our favorite new features you will all be seeing in
3.0 in a video series called On the Road to 3.0. Although the web client is the 
most notable change coming with the release, there are many other changes big 
and small that will bring benefits to your libraries.  In the first installment 
of this series, we highlight some small, quality-of-life improvements that will 
improve the experience for staff.

You can view the video on our new YouTube Channel at 
https://www.youtube.com/channel/UC83L8WyXoj8Kf9hShdDY61A. Do you want to be the 
first to know of new videos added to the series? Be sure to subscribe to the 
YouTube channel to be informed of our latest uploads!

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] Show off your OPAC!

[Diane Disbro]

http://scenicwashington.missourievergreen.org/eg/opac/home?locg=1

Carousels (created by Blake Graham-Henderson)! Request a Purchase link! New 
Titles lists that populate themselves! We have cool stuff!

I look forward to seeing what other libraries with their OPACs.

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


-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Jane 
Sandberg
Sent: Wednesday, September 06, 2017 12:52 PM
To: Evergreen Discussion Group
Subject: [OPEN-ILS-GENERAL] Show off your OPAC!

Hi all,

We're looking to start a project to improve the styling of our OPAC.
As we start this project, I'd love to see some examples of OPAC customizations 
that other libraries are proud of.  So, if you consider your Evergreen catalog 
to be pretty stylish, please send me a link!
:-D

Thanks,

   -Jane

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

Re: [OPEN-ILS-GENERAL] transit

[Diane Disbro]

Good morning –

 

There are several work-arounds to get items in transit to Missing Pieces. But 
most of our staff is part time and all of the intricacies are difficult for 
people working 16-24 hours a week to keep on top of. It will be easier if 
everyone knows to find the last patron and check the item back out to her.

 

If the issue is resolved, we will go back to using the time-saving Action 
option.

 

Thank you for your help!

 

Diane Disbro

Circulation Coordinator/Branch Manager

Union Branch

Scenic Regional Library

308 Hawthorne Drive

Union, MO 63084

636-583-3224

 <mailto:ddis...@scenicregional.org> ddis...@scenicregional.org

www.scenicregional.org

 

 

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Morgan, Michele
Sent: Wednesday, July 26, 2017 9:22 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] transit

 

Just a note about the Missing Pieces functionality. I could not find 
documentation on it when I looked awhile back, so I just opened a Launchpad bug 
with a brief summary:

https://bugs.launchpad.net/evergreen/+bug/1706664






--

Michele M. Morgan, Technical Support Analyst

North of Boston Library Exchange, Danvers Massachusetts

mmor...@noblenet.org

 

 

On Wed, Jul 26, 2017 at 8:12 AM, Boyer, Jason A  wrote:

It may be that a bug needs to be entered to let the Missing Pieces feature 
"override" a canceled transit but in the meantime you don't have to necessarily 
look up the last patron and go through all of that. If you use the "Suppress 
Holds and Transits" option in the Checkin Modifiers menu on the Checkin screen 
you can check the item in to remove the Canceled Transit status without 
triggering any new holds or transits; then you should be able to mark the item 
missing pieces normally.  

 

Jason

 

--

Jason Boyer

MIS Supervisor

Indiana State Library

http://library.in.gov/

 

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Diane 
Disbro
Sent: Wednesday, July 26, 2017 7:57 AM
To: Evergreen Discussion Group 
Subject: Re: [OPEN-ILS-GENERAL] transit

 

 This is an EXTERNAL email. Exercise caution. DO NOT open attachments or 
click links from unknown senders or unexpected email.  

  _  

The Set Item as Missing Pieces is such a cool feature - when there isn't a 
transit. We can go back to handling missing pieces the way we did with our 
previous ILS. Find the last patron to circ the item and check it out to him. 
Then we won't have to worry about transits.

 

Thank you for letting me think out loud.




Diane Disbro 

Circulation Coordinator/Branch Manager

Union Branch

Scenic Regional Library

308 Hawthorne Drive

Union, MO 63084

(636) 583-3224  

 

On Tue, Jul 25, 2017 at 6:03 PM, Kathy Lussier  wrote:

Hi Diane,

Thanks for the explanation! I see there is a Launchpad ticket on this - 
https://bugs.launchpad.net/evergreen/+bug/1257910 - and I don't see any sign 
that anyone is working on it. I would say that a number of backend changes will 
be required to fix this issue, and the web client isn't something that will be 
making backend changes.

It would be good to hear how others handle this workflow in libraries that are 
using the Mark Missing Pieces action. I'm not one of them, but I see that  
there is a distinct 'Scan Item as Missing Pieces' action in the circulation 
menu. If the staff person notices the missing pieces before the checkin scan (I 
know this isn't always the case), it looks like it could be scanned there 
without a risk of sending the item into transit.

Kathy

On 07/25/2017 06:21 PM, Diane Disbro wrote:

You and Terran are both correct about the Damaged Item issue!

 

We can’t, however, Edit Item Attributes in the Copy Editor while an item has a 
status of In Transit or Canceled Transit, right?

 

We can only mark something as Missing Pieces from the Check In screen. If you 
try to choose Missing Pieces from Actions after the transit is triggered, the 
skull and cross bones pop up.

 

Thank you for a forum to discuss this!

 

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

 

 

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Kathy 
Lussier
Sent: Tuesday, July 25, 2017 5:01 PM
To: open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] transit

 

Hi Diane,

Thank you! I guess we can check it out to the last patron and make it Damaged 
from his items out screen -> show item details. We did create a Mending account 
to get around the transit issue for items needing mending. We just check them 
out to the Mending account.

The series of steps I just tried may not be the same steps that led to your 
ca

Re: [OPEN-ILS-GENERAL] Billing / Pay Bills UI

[Diane Disbro]

Good morning –

 

We tried this for a few days. Staff wasn’t happy. We can’t just select the line 
of the bill to be paid. We have to put a check in a very small box. Is it 
possible to make the action of selecting the line of the bill also check the 
box? (We have changed the setting back to Check All Bills By Default. I am 
driving Blake crazy.)

 

Thank you.

 

Diane Disbro

Circulation Coordinator/Branch Manager

Union Branch

Scenic Regional Library

308 Hawthorne Drive

Union, MO 63084

636-583-3224

 <mailto:ddis...@scenicregional.org> ddis...@scenicregional.org

www.scenicregional.org

 

 

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Kathy 
Lussier
Sent: Friday, July 21, 2017 6:27 AM
To: open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] Billing / Pay Bills UI

 

Hi,

We do NOT like the fact that the default is for all bills to be selected so you 
have to deselect everything on the list that isn't getting paid.. And the blue 
highlighting makes it nearly impossible to see the check marks used to select 
items.

There's a setting for that. If you go to the Library Settings Editor, you can 
enable the "Uncheck bills by default in the patron billing interface" setting 
to have everything deselected when the bill is first retrieved.

Kathy

 

On 07/20/2017 09:43 PM, Diane Disbro wrote:

The only problem we have had with payment type is staff forgetting to change 
from the default (cash) to check. I have told them never to use Forgive since 
it causes all kinds of problems.

 

We do NOT like the fact that the default is for all bills to be selected so you 
have to deselect everything on the list that isn't getting paid.. And the blue 
highlighting makes it nearly impossible to see the check marks used to select 
items.




Diane Disbro 

Circulation Coordinator/Branch Manager

Union Branch

Scenic Regional Library

308 Hawthorne Drive

Union, MO 63084

(636) 583-3224

 

On Thu, Jul 20, 2017 at 3:54 PM, Walz, Jennifer  wrote:

Josh,

 

Oh yes!You are so right.  The bill paying screen is a DISASTER!   We hate 
it.   Our student workers are always having trouble.   And for the LONGEST time 
we could not figure out even how to SELECT the items to be paid.  

 

  And along with this, I would really like to see MORE options for payment 
type.  And to be able to create new payment types.  

 

  Please fix it in whatever clients you can.   We would be most grateful!

 

  Thanks!

 

Jennifer

 

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

 

 

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Josh 
Stompro
Sent: Thursday, July 20, 2017 2:47 PM
To: open-ils-general@list.georgialibraries.org
Subject: [OPEN-ILS-GENERAL] Billing / Pay Bills UI

 

We see enough errors with applying payments that I'm wondering if a different 
interface would work better.  We are on 2.10 and are using the XUL staff 
client.  The problem seems to be with the payment type dropdown.  For some 
reason the wrong options gets selected occasionally, and the payment is 
submitted with the wrong type.  I think the drop down is just hard for some 
staff to see, and the level of accuracy required to select the correct option 
is high.  Also, I suspect that the interface just has too much going on when 
you first look at it, and sometimes staff are at a loss on where to start the 
process.

 

Also, there is no confirmation step before the payment is applied.  I think a 
summary of the payment about to be applied would be useful for staff to double 
check the options that they have selected.  Another error we see is having the 
wrong items selected to pay the bills on, or more specifically not selecting a 
specific item when that is wanted, and going with the default we have set of 
all bills being selected.  This also might be helped if there was a 
confirmation process.

 

I've seen the interfaces that some POS(Point of sale) systems use and one style 
that I've seen used is to show all the payment options as a grid of buttons, 
with unique icons for each method.  I think this would be more touch screen 
friendly also, which isn't something that we use now, but with the web staff 
client there is more of a possibility of staff using devices with touch screens 
 to help customers.

 

So what if instead of the pay bill ui being on the bills page, there is a “Pay 
Bill” button at the bottom of the screen that brings up a separate interface 
for selecting the payment type, annotation, amount, etc, along with showing 
which items were selected and the distribution of payment on those items, and 
then a final confirmation screen?

 

Example screenshots of other POS interfaces:

h

Re: [OPEN-ILS-GENERAL] transit

[Diane Disbro]

The Set Item as Missing Pieces is such a cool feature - when there isn't a
transit. We can go back to handling missing pieces the way we did with our
previous ILS. Find the last patron to circ the item and check it out to
him. Then we won't have to worry about transits.

Thank you for letting me think out loud.

Diane Disbro
Circulation Coordinator/Branch Manager
Union Branch
Scenic Regional Library
308 Hawthorne Drive
Union, MO 63084
(636) 583-3224

On Tue, Jul 25, 2017 at 6:03 PM, Kathy Lussier  wrote:

> Hi Diane,
>
> Thanks for the explanation! I see there is a Launchpad ticket on this -
> https://bugs.launchpad.net/evergreen/+bug/1257910 - and I don't see any
> sign that anyone is working on it. I would say that a number of backend
> changes will be required to fix this issue, and the web client isn't
> something that will be making backend changes.
>
> It would be good to hear how others handle this workflow in libraries that
> are using the Mark Missing Pieces action. I'm not one of them, but I see
> that  there is a distinct 'Scan Item as Missing Pieces' action in the
> circulation menu. If the staff person notices the missing pieces before the
> checkin scan (I know this isn't always the case), it looks like it could be
> scanned there without a risk of sending the item into transit.
>
> Kathy
> On 07/25/2017 06:21 PM, Diane Disbro wrote:
>
> You and Terran are both correct about the Damaged Item issue!
>
>
>
> We can’t, however, Edit Item Attributes in the Copy Editor while an item
> has a status of In Transit or Canceled Transit, right?
>
>
>
> We can only mark something as Missing Pieces from the Check In screen. If
> you try to choose Missing Pieces from Actions after the transit is
> triggered, the skull and cross bones pop up.
>
>
>
> Thank you for a forum to discuss this!
>
>
>
> *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
>
>
>
>
>
> *From:* Open-ils-general [mailto:open-ils-general-
> boun...@list.georgialibraries.org
> ] *On Behalf Of *Kathy
> Lussier
> *Sent:* Tuesday, July 25, 2017 5:01 PM
> *To:* open-ils-general@list.georgialibraries.org
> *Subject:* Re: [OPEN-ILS-GENERAL] transit
>
>
>
> Hi Diane,
>
> Thank you! I guess we can check it out to the last patron and make it
> Damaged from his items out screen -> show item details. We did create a
> Mending account to get around the transit issue for items needing mending.
> We just check them out to the Mending account.
>
> The series of steps I just tried may not be the same steps that led to
> your canceled transit, but, in my testing, I found that I could check in
> the item with the canceled transit and then immediately mark it as damaged
> from the checkin screen. The system remembered the last patron and billed
> them (I have the library setting enabled that automatically bills a patron
> for a damaged item. Are you not seeing the same thing?
>
> If an item is missing pieces, we have to go through several steps to set
> it as Missing Pieces. Cancel the transit, change the circulating library,
> sometimes make the item not holdable, then check it in.
>
> I'm not very familiar with the process to set an item to missing pieces,
> but, if you have to change the circulating library, it sounds as if it's
> related to the way your permissions are configured. If you have this
> permission is set at the consortium level, you should be able to perform
> the mark missing pieces action on items from any library without changing
> the circulation library. However, the permission may be set that way due to
> a policy in your consortium that only allows you to perform that action on
> your own items.
>
> I hope this helps!
> Kathy
>
>
>
> On 07/25/2017 05:42 PM, Diane Disbro wrote:
>
> Thank you! I guess we can check it out to the last patron and make it
> Damaged from his items out screen -> show item details. We did create a
> Mending account to get around the transit issue for items needing mending.
> We just check them out to the Mending account.
>
>
>
> If an item is missing pieces, we have to go through several steps to set
> it as Missing Pieces. Cancel the transit, change the circulating library,
> sometimes make the item not holdable, then check it in.
>
>
>
> Will Webby make these extra steps unnecessary?
>
>
>
> *Diane Disbro*
>
> Circulation Coordinator/Branch Manager
>
> Union Branch
>
> Scenic 

Re: [OPEN-ILS-GENERAL] transit

[Diane Disbro]

You and Terran are both correct about the Damaged Item issue!

 

We can’t, however, Edit Item Attributes in the Copy Editor while an item has a 
status of In Transit or Canceled Transit, right?

 

We can only mark something as Missing Pieces from the Check In screen. If you 
try to choose Missing Pieces from Actions after the transit is triggered, the 
skull and cross bones pop up.

 

Thank you for a forum to discuss this!

 

Diane Disbro

Circulation Coordinator/Branch Manager

Union Branch

Scenic Regional Library

308 Hawthorne Drive

Union, MO 63084

636-583-3224

 <mailto:ddis...@scenicregional.org> ddis...@scenicregional.org

www.scenicregional.org

 

 

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Kathy 
Lussier
Sent: Tuesday, July 25, 2017 5:01 PM
To: open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] transit

 

Hi Diane,

Thank you! I guess we can check it out to the last patron and make it Damaged 
from his items out screen -> show item details. We did create a Mending account 
to get around the transit issue for items needing mending. We just check them 
out to the Mending account.

The series of steps I just tried may not be the same steps that led to your 
canceled transit, but, in my testing, I found that I could check in the item 
with the canceled transit and then immediately mark it as damaged from the 
checkin screen. The system remembered the last patron and billed them (I have 
the library setting enabled that automatically bills a patron for a damaged 
item. Are you not seeing the same thing?

If an item is missing pieces, we have to go through several steps to set it as 
Missing Pieces. Cancel the transit, change the circulating library, sometimes 
make the item not holdable, then check it in.

I'm not very familiar with the process to set an item to missing pieces, but, 
if you have to change the circulating library, it sounds as if it's related to 
the way your permissions are configured. If you have this permission is set at 
the consortium level, you should be able to perform the mark missing pieces 
action on items from any library without changing the circulation library. 
However, the permission may be set that way due to a policy in your consortium 
that only allows you to perform that action on your own items.

I hope this helps!
Kathy

 

On 07/25/2017 05:42 PM, Diane Disbro wrote:

Thank you! I guess we can check it out to the last patron and make it Damaged 
from his items out screen -> show item details. We did create a Mending account 
to get around the transit issue for items needing mending. We just check them 
out to the Mending account.

 

If an item is missing pieces, we have to go through several steps to set it as 
Missing Pieces. Cancel the transit, change the circulating library, sometimes 
make the item not holdable, then check it in.

 

Will Webby make these extra steps unnecessary?

 

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

 

 

From: Terran McCanna [mailto:tmcca...@georgialibraries.org] 
Sent: Tuesday, July 25, 2017 4:25 PM
To: ddis...@scenicregional.org; Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] transit

 

Hi Diane, 

I believe in the current staff client you can scan the item into the checkout 
screen to update the item status (and to let the server know what physical 
location the item is currently at), and then you should be able to mark it 
damaged after that. 







Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmcca...@georgialibraries.org 

 

On Tue, Jul 25, 2017 at 5:19 PM, Diane Disbro  
wrote:

Good afternoon –

 

If the status of an item is Canceled Transits, the status can’t be changed if 
you discover damage, etc. Will this issue be remedied with Webby?

 

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

 

 

 





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

Re: [OPEN-ILS-GENERAL] transit

[Diane Disbro]

Thank you! I guess we can check it out to the last patron and make it Damaged 
from his items out screen -> show item details. We did create a Mending account 
to get around the transit issue for items needing mending. We just check them 
out to the Mending account.

 

If an item is missing pieces, we have to go through several steps to set it as 
Missing Pieces. Cancel the transit, change the circulating library, sometimes 
make the item not holdable, then check it in.

 

Will Webby make these extra steps unnecessary?

 

Diane Disbro

Circulation Coordinator/Branch Manager

Union Branch

Scenic Regional Library

308 Hawthorne Drive

Union, MO 63084

636-583-3224

 <mailto:ddis...@scenicregional.org> ddis...@scenicregional.org

www.scenicregional.org

 

 

From: Terran McCanna [mailto:tmcca...@georgialibraries.org] 
Sent: Tuesday, July 25, 2017 4:25 PM
To: ddis...@scenicregional.org; Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] transit

 

Hi Diane, 

I believe in the current staff client you can scan the item into the checkout 
screen to update the item status (and to let the server know what physical 
location the item is currently at), and then you should be able to mark it 
damaged after that. 






Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmcca...@georgialibraries.org 

 

On Tue, Jul 25, 2017 at 5:19 PM, Diane Disbro  
wrote:

Good afternoon –

 

If the status of an item is Canceled Transits, the status can’t be changed if 
you discover damage, etc. Will this issue be remedied with Webby?

 

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

 

 

 

[OPEN-ILS-GENERAL] transit

[Diane Disbro]

Good afternoon -

 

If the status of an item is Canceled Transits, the status can't be changed
if you discover damage, etc. Will this issue be remedied with Webby?

 

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] Billing / Pay Bills UI

[Diane Disbro]

Enlightenment! I will share this information with our consortium.

 

Diane Disbro

Circulation Coordinator/Branch Manager

Union Branch

Scenic Regional Library

308 Hawthorne Drive

Union, MO 63084

636-583-3224

 <mailto:ddis...@scenicregional.org> ddis...@scenicregional.org

www.scenicregional.org

 

 

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Kathy 
Lussier
Sent: Friday, July 21, 2017 6:27 AM
To: open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] Billing / Pay Bills UI

 

Hi,

We do NOT like the fact that the default is for all bills to be selected so you 
have to deselect everything on the list that isn't getting paid.. And the blue 
highlighting makes it nearly impossible to see the check marks used to select 
items.

There's a setting for that. If you go to the Library Settings Editor, you can 
enable the "Uncheck bills by default in the patron billing interface" setting 
to have everything deselected when the bill is first retrieved.

Kathy

 

On 07/20/2017 09:43 PM, Diane Disbro wrote:

The only problem we have had with payment type is staff forgetting to change 
from the default (cash) to check. I have told them never to use Forgive since 
it causes all kinds of problems.

 

We do NOT like the fact that the default is for all bills to be selected so you 
have to deselect everything on the list that isn't getting paid.. And the blue 
highlighting makes it nearly impossible to see the check marks used to select 
items.




Diane Disbro 

Circulation Coordinator/Branch Manager

Union Branch

Scenic Regional Library

308 Hawthorne Drive

Union, MO 63084

(636) 583-3224

 

On Thu, Jul 20, 2017 at 3:54 PM, Walz, Jennifer  wrote:

Josh,

 

Oh yes!You are so right.  The bill paying screen is a DISASTER!   We hate 
it.   Our student workers are always having trouble.   And for the LONGEST time 
we could not figure out even how to SELECT the items to be paid.  

 

  And along with this, I would really like to see MORE options for payment 
type.  And to be able to create new payment types.  

 

  Please fix it in whatever clients you can.   We would be most grateful!

 

  Thanks!

 

Jennifer

 

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

 

 

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Josh 
Stompro
Sent: Thursday, July 20, 2017 2:47 PM
To: open-ils-general@list.georgialibraries.org
Subject: [OPEN-ILS-GENERAL] Billing / Pay Bills UI

 

We see enough errors with applying payments that I'm wondering if a different 
interface would work better.  We are on 2.10 and are using the XUL staff 
client.  The problem seems to be with the payment type dropdown.  For some 
reason the wrong options gets selected occasionally, and the payment is 
submitted with the wrong type.  I think the drop down is just hard for some 
staff to see, and the level of accuracy required to select the correct option 
is high.  Also, I suspect that the interface just has too much going on when 
you first look at it, and sometimes staff are at a loss on where to start the 
process.

 

Also, there is no confirmation step before the payment is applied.  I think a 
summary of the payment about to be applied would be useful for staff to double 
check the options that they have selected.  Another error we see is having the 
wrong items selected to pay the bills on, or more specifically not selecting a 
specific item when that is wanted, and going with the default we have set of 
all bills being selected.  This also might be helped if there was a 
confirmation process.

 

I've seen the interfaces that some POS(Point of sale) systems use and one style 
that I've seen used is to show all the payment options as a grid of buttons, 
with unique icons for each method.  I think this would be more touch screen 
friendly also, which isn't something that we use now, but with the web staff 
client there is more of a possibility of staff using devices with touch screens 
 to help customers.

 

So what if instead of the pay bill ui being on the bills page, there is a “Pay 
Bill” button at the bottom of the screen that brings up a separate interface 
for selecting the payment type, annotation, amount, etc, along with showing 
which items were selected and the distribution of payment on those items, and 
then a final confirmation screen?

 

Example screenshots of other POS interfaces:

https://help.shopify.com/assets/images/pos/operating/checkout/checkout-screen-fixed.png?1438282125

https://s-media-cache-ak0.pinimg.com/originals/4f/ec/8f/4fec8f6c1cb803e614f0dd0994972f11.jpg

http://blog.ignify.com/wp-content/uploads/2014/06/customizable-pos-interface-b.jpg

 

I would also like

Re: [OPEN-ILS-GENERAL] Billing / Pay Bills UI

[Diane Disbro]

The only problem we have had with payment type is staff forgetting to
change from the default (cash) to check. I have told them never to use
Forgive since it causes all kinds of problems.

We do NOT like the fact that the default is for all bills to be selected so
you have to deselect everything on the list that isn't getting paid.. And
the blue highlighting makes it nearly impossible to see the check marks
used to select items.

Diane Disbro
Circulation Coordinator/Branch Manager
Union Branch
Scenic Regional Library
308 Hawthorne Drive
Union, MO 63084
(636) 583-3224

On Thu, Jul 20, 2017 at 3:54 PM, Walz, Jennifer  wrote:

> Josh,
>
>
>
> Oh yes!You are so right.  The bill paying screen is a DISASTER!   We
> hate it.   Our student workers are always having trouble.   And for the
> LONGEST time we could not figure out even how to SELECT the items to be
> paid.
>
>
>
>   And along with this, I would really like to see MORE options for payment
> type.  And to be able to create new payment types.
>
>
>
>   Please fix it in whatever clients you can.   We would be most grateful!
>
>
>
>   Thanks!
>
>
>
> Jennifer
>
>
>
> --
> Jennifer Walz, MLS - Head of ILS Services
> Kinlaw Library -  *Asbury University*
> One Macklem Drive, Wilmore, KY 40390
> 859-858-3511 ext. 2269 <(859)%20858-3511>
> jlw...@asbury.edu
>
>
>
>
>
> *From:* Open-ils-general [mailto:open-ils-general-
> boun...@list.georgialibraries.org] *On Behalf Of *Josh Stompro
> *Sent:* Thursday, July 20, 2017 2:47 PM
> *To:* open-ils-general@list.georgialibraries.org
> *Subject:* [OPEN-ILS-GENERAL] Billing / Pay Bills UI
>
>
>
> We see enough errors with applying payments that I'm wondering if a
> different interface would work better.  We are on 2.10 and are using the
> XUL staff client.  The problem seems to be with the payment type dropdown.
> For some reason the wrong options gets selected occasionally, and the
> payment is submitted with the wrong type.  I think the drop down is just
> hard for some staff to see, and the level of accuracy required to select
> the correct option is high.  Also, I suspect that the interface just has
> too much going on when you first look at it, and sometimes staff are at a
> loss on where to start the process.
>
>
>
> Also, there is no confirmation step before the payment is applied.  I
> think a summary of the payment about to be applied would be useful for
> staff to double check the options that they have selected.  Another error
> we see is having the wrong items selected to pay the bills on, or more
> specifically not selecting a specific item when that is wanted, and going
> with the default we have set of all bills being selected.  This also might
> be helped if there was a confirmation process.
>
>
>
> I've seen the interfaces that some POS(Point of sale) systems use and one
> style that I've seen used is to show all the payment options as a grid of
> buttons, with unique icons for each method.  I think this would be more
> touch screen friendly also, which isn't something that we use now, but with
> the web staff client there is more of a possibility of staff using devices
> with touch screens  to help customers.
>
>
>
> So what if instead of the pay bill ui being on the bills page, there is a
> “Pay Bill” button at the bottom of the screen that brings up a separate
> interface for selecting the payment type, annotation, amount, etc, along
> with showing which items were selected and the distribution of payment on
> those items, and then a final confirmation screen?
>
>
>
> Example screenshots of other POS interfaces:
>
> https://help.shopify.com/assets/images/pos/operating/
> checkout/checkout-screen-fixed.png?1438282125
>
> https://s-media-cache-ak0.pinimg.com/originals/4f/ec/8f/
> 4fec8f6c1cb803e614f0dd0994972f11.jpg
>
> http://blog.ignify.com/wp-content/uploads/2014/06/
> customizable-pos-interface-b.jpg
>
>
>
> I would also like to hear if others don’t have a problem with how it
> currently works.  Maybe we just need more training, or just a font size
> change for the drop down.
>
> Thanks
>
> 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>
>
>
>

Re: [OPEN-ILS-GENERAL] Members of consortia--how do you give input to your leadership?

[Diane Disbro]

Good morning –

 

Missouri Evergreen does have a user group. There are currently five executive 
board members. That number may be increased to seven or nine in the near 
future. We also have cataloging and circulation committees which meet monthly. 
Full membership meetings are held as GoToMeetings six times a year.

 

Diane Disbro

Circulation Coordinator/Branch Manager

Union Branch

Scenic Regional Library

308 Hawthorne Drive

Union, MO 63084

636-583-3224

 <mailto:ddis...@scenicregional.org> ddis...@scenicregional.org

www.scenicregional.org

 

 

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Katie 
Greenleaf Martin
Sent: Wednesday, July 12, 2017 11:18 AM
To: open-ils-general@list.georgialibraries.org
Subject: [OPEN-ILS-GENERAL] Members of consortia--how do you give input to your 
leadership?

 

Hello Evergreen community!

 

I'm the newly-elected Vice President of the Users Group of the SPARK 
consortium, which provides Evergreen to over 100 libraries in Pennsylvania. We 
are beginning to write our by-laws and we're wondering:

 

Are there any other EG UGs out there? And if so, how do they function?

If your consortium doesn't have an UG, how do you give 
feedback/complaints/requests to your leadership? 

 

Thanks in advance for your responses!

Katie 

 

 

-- 

Katie Greenleaf Martin, MLIS
cmar...@altoonalibrary.org / 814.946.0417x131
Integrated Library Systems Specialist : Blair County Library System
Circulation & Reference: Altoona Area Public Library: Engage - Innovate - Lead


  <http://www.blaircountylibraries.org/go/paForwardDownloadcropped.jpg> 

Re: [OPEN-ILS-GENERAL] Evergreen 3.0 development update #9

[Diane Disbro]

Good news about the aborted transits! 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



-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Galen 
Charlton
Sent: Friday, June 09, 2017 4:40 PM
To: Evergreen Discussion Group
Subject: [OPEN-ILS-GENERAL] Evergreen 3.0 development update #9

Hi,

Today's update is now available at:

https://evergreen-ils.org/evergreen-3-0-development-update-9/

Regards,

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

Re: [OPEN-ILS-GENERAL] Notifying faculty about new books in their discipline

[Diane Disbro]

This sounds great! Could it be adapted to pull author information and send 
notices to hundreds of patrons?

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



-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Jane 
Sandberg
Sent: Friday, May 26, 2017 9:01 AM
To: Evergreen Discussion Group
Subject: [OPEN-ILS-GENERAL] Notifying faculty about new books in their 
discipline

Hi Evergreeners,

Our Library sends monthly emails to our faculty that feature recently acquired 
books that might be of interest to them.  This is a nice, automated process 
that pulls data from Evergreen and then uses call number ranges that we've 
defined to match books with departments.  The emails include cover images and 
links to place holds, and we're pretty proud of this system.

We've got our code up on GitHub: https://github.com/sandbergja/faculty_notifier

I'm very happy to share more details if you're interested.

   -Jane

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

Re: [OPEN-ILS-GENERAL] Items not on Reserve being held for a patron

[Diane Disbro]

Good morning, Dawn-

Yes, the best way to handle this is to place a copy hold and fill it. The
branch where the hold is available for pick-up shows in the patron account
and in the item record,

Diane Disbro
Circulation Coordinator/Branch Manager
Union Branch
Scenic Regional Library
308 Hawthorne Drive
Union, MO 63084
(636) 583-3224

On Fri, May 19, 2017 at 6:28 AM, Joan Kranich  wrote:

> Hi Dawn,
>
> Our libraries do not change the status of the item when a patron asks for
> the item to be set aside for them.  Most of our libraries place a Hold for
> the patron, check in the item, and place it on the Holds Shelf.
>
> Joan
>
> On Thu, May 18, 2017 at 3:00 PM, Dawn Fritz  wrote:
>
>> Hi,
>>
>> We will be moving from Sierra to Evergreen this October. Presently, when
>> a patron asks us to put an item which is on the shelf aside for them, we
>> change the item status to "Main Lib hold", "Branch 1 hold" or "Branch 2
>> hold". These statuses reflect our 3 branches and help in searches for the
>> items. There is no fee charged to the patron for this service. When we
>> check the item out to the patron, the system prompts us to clear the hold
>> status.
>>
>> I see in Evergreen that there are 2 statuses which contain the word
>> "Reserve". Does anyone use these for held items which don't have the "On
>> Holds shelf" designation? Also, does anyone have a way to show which branch
>> has the item?
>>
>> Thanks,
>>
>> Dawn Fritz - Circulation Manager
>> Bethlehem Area Public Library
>> Bethlehem Pa
>>
>>
>
>
> --
> Joan Kranich
> C/W MARS Member Services
> jkran...@cwmars.org
> 508-755-3323 ext. 321 <(508)%20755-3323> or ext. 1
>

Re: [OPEN-ILS-GENERAL] [Evergreen-web-team] Web team meeting tomorrow

[Diane Disbro]

One of the best parts of logging in is affirming that I am not a robot.

Diane Disbro
Circulation Coordinator/Branch Manager
Union Branch
Scenic Regional Library
308 Hawthorne Drive
Union, MO 63084
(636) 583-3224

On Wed, May 10, 2017 at 10:58 AM, Kathy Lussier 
wrote:

> Hi all,
>
> Also, for those who will be participating in the meeting who are
> unfamiliar with IRC, we have a community quick start guide available at
> https://wiki.evergreen-ils.org/doku.php?id=community:irc-quick-start
>
>
> Kathy
>
>
> On 05/09/2017 10:53 AM, Kathy Lussier wrote:
>
>> Hi all,
>>
>> I'm sending along a reminder that the Evergreen web team is scheduled to
>> meet tomorrow at 11 a.m. Pacific, 2 p.m. Eastern in the #evergreen IRC
>> channel on the freenode network.
>>
>> A draft agenda is available at https://wiki.evergreen-ils.org
>> /doku.php?id=webteam:meetings:agenda:2017-05-10.
>>
>> Please feel free to add any other web team business you would like to
>> discuss. If you don't have a wiki account and would like to add something
>> to the agenda, let me know.
>>
>> 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] What does the "Holds Expire Alert Interval" library setting do?

[Diane Disbro]

Thank you, Bill. This is new information. Both settings sound helpful!

 

Diane Disbro

Circulation Coordinator/Branch Manager

Union Branch

Scenic Regional Library

308 Hawthorne Drive

Union, MO 63084

636-583-3224

 <mailto:ddis...@scenicregional.org> ddis...@scenicregional.org

www.scenicregional.org

 

 

From: Bill Erickson [mailto:beric...@gmail.com] 
Sent: Thursday, May 04, 2017 11:44 AM
To: ddis...@scenicregional.org; Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] What does the "Holds Expire Alert Interval" 
library setting do?

 

 

On Thu, May 4, 2017 at 11:57 AM, Diane Disbro  
wrote:

Good morning -

This is interesting. Patrons at my branch usually pick up holds before they 
expire but I know that isn't true everywhere. An email or text reminder would 
be helpful.

 

Hi Diane,

 

I believe the setting in question relates to holds that were never captured.  
There is an email notification in EG called "Hold Expires from Shelf Soon" that 
alerts patrons when their captured holds have been sitting on the shelf too 
long. 

 

-b

 

 

 

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



-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Galen 
Charlton
Sent: Thursday, May 04, 2017 9:47 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] What does the "Holds Expire Alert Interval" 
library setting do?

Hi,

On Thu, May 4, 2017 at 9:52 AM, Morgan, Michele  wrote:
> But I can't see that the circ.hold_expire_alert_interval ou setting is
> actually used anywhere. Maybe someone with better eyes than mine can
> shed some light?

I did some digging, and that setting is indeed not currently used.
However, it was used back in the JSPac days, where it specified at what point 
in time to apply a CSS style to the My Account holds list to highlight hold 
requests that are about to expire. It wasn't carried over into TPAC.

I'll leave it to others to file a bug in LP to either remove the setting or to 
reimplement it in TPAC.

As a side note, I tracked this down by using the following Git command to 
identify commits that included the setting's code:

  git log -S "circ.hold_expire_alert_interval" --source

Regards,

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