Re: [OPEN-ILS-GENERAL] Staff Email Notification of Pull Holds List and Pending Patrons
Hello Jennifer, In 3.5 there's a new feature that can be turned on to email/text staff about pending patrons - https://bugs.launchpad.net/evergreen/+bug/1849736 I'm not aware of anything similar for the Holds Pull List, though I can see a similar alert being useful there too. Hope that helps, Jennifer Quoting Jennifer Bruch : Hello, With staff now being more mobile during Curbside and other activities, they are not spending as much time at a workstation to check the Pull List and Pending Patron consistently. Is there a way that staff can get emails when there are new Pull List items and Pending Patrons? Thanks, Jennifer Bruch ILS Application Specialist Pennsylvania Integrated Library System 717-818-2703 supp...@sparkpa.org Submit a SPARK Support Request<https://sparkpa.helpspot.com/index.php?pg=request> -- Jennifer Pringle Co-op Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jennifer.prin...@bc.libraries.coop Website: http://bc.libraries.coop Gratefully acknowledging that I live and work in the unceded Traditional Territory of the St'at'yemc Nations.
Re: [OPEN-ILS-GENERAL] Self Check Out
Hello Elizabeth, The self check receipts are all action triggers. There are four action triggers and their names all start with "Self-Checkout". As far as I'm aware the self check does not currently have a way to tell it to use Hatch. Hope this helps, Jennifer Quoting Elizabeth Davis : Hello Does the self checkout use it's own set of receipt templates and does it not use Hatch? Thank you, Elizabeth Davis, MLIS Pronouns: she/her/hers Head of Digital Services Scranton Public Library 500 Vine Street Scranton, PA 18510 Work-570-795-4332 Cell- 570-579-5825 -- Jennifer Pringle Co-op Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jennifer.prin...@bc.libraries.coop Website: http://bc.libraries.coop Gratefully acknowledging that I live and work in the unceded Traditional Territory of the St'at'yemc Nations.
Re: [OPEN-ILS-GENERAL] Update Inventory check-in modifier
Hi Beth, I checked our servers and I'm seeing it on 3.3 and 3.5beta. Update Inventory is the last one in the check in modifier list. Is it possible it's getting cut off at the bottom of your screen? Jennifer Quoting Terran McCanna : We're seeing it in PINES on the checkin screen under the Checkin Modifiers dropdown, and I see it on non-customized Master test servers as well. 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, Mar 25, 2020 at 4:51 PM Beth Longwell wrote: Fellow Evergreen libraries, We are on 3.4 and would like to use the Update Inventory feature. I can see "Update Inventory" in the Item Status actions but do not see it under Checkin Modifiers. Is there a setting somewhere that I need to turn on? Thanks in advance, Beth Ross Sage Library system -- Jennifer Pringle Co-op Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jennifer.prin...@bc.libraries.coop Website: http://bc.libraries.coop Gratefully acknowledging that I live and work in the unceded Traditional Territory of the St'at'yemc Nations.
[OPEN-ILS-GENERAL] Adding Text to Call Number Template for Spine Labels
Hello,
One of our libraries would like to include the item number on their
spine labels prefaces with c. Adding ,copy['copy_number'] to the
Call Number Template adds the item number but I can't figure out make
it so that c. appears before each item number. Has anyone done this
or know if it's possible?
Current Call Number Template Code
{{
[
get_cn_and_location_prefix(copy)
,copy['call_number.label']
,copy['copy_number']
,get_cn_and_location_suffix(copy)
]
|
cn_wrap:settings['webstaff.cat.label.call_number_wrap_filter_width']:settings['webstaff.cat.label.call_number_wrap_filter_height']:copy['call_number.label_class']
}}
Thanks,
Jennifer
--
Jennifer Pringle
Co-op Support
BC Libraries Cooperative
Tel: 1-888-848-9250
Email:jennifer.prin...@bc.libraries.coop
Website: http://bc.libraries.coop
Gratefully acknowledging that I live and work in the unceded
Traditional Territory of the St'at'yemc Nations.
Re: [OPEN-ILS-GENERAL] Keep Annotate Payment as default
Hi Dana, I'm not aware of a way to make the annotate payment checkbox permanently checked but there is a fix to make it sticky which may help if you don't already have it - https://bugs.launchpad.net/evergreen/+bug/1759343 Jennifer Quoting Dana Schwarz : Hi, Is there a way to have the 'annotate' portion of the bills stay permanently checked off? My library is trying to keep track of fine payments taken (staff initials will be entered for each payment taken) and I have noticed that the check mark disappears. Thank you, Dana Schwarz Lincoln Public Library Vineland, Ontario, Canada -- Jennifer Pringle Co-op Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jennifer.prin...@bc.libraries.coop Website: http://bc.libraries.coop Gratefully acknowledging that I live and work in the unceded Traditional Territory of the St'at'yemc Nations.
Re: [OPEN-ILS-GENERAL] Updating Facet Labels
Thanks Mike! The service and apache restarts were the piece we were misising. Thanks, Jennifer Quoting Mike Rylander : Hi Jennifer, That's provided by the label column on the table config.metabib_field. You'll find that in the staff client under Admin -> Server Admin -> MARC Search/Facet Fields. A service restart, and possibly apache, restart may be needed after changing that to force the changes to be seen. HTH, -- Mike Rylander | Executive Director | Equinox Open Library Initiative | phone: 1-877-OPEN-ILS (673-6457) | email: mi...@equinoxinitiative.org | web: http://equinoxinitiative.org On Fri, Jun 28, 2019 at 1:05 PM Jennifer Pringle wrote: Hello, We're trying to update the Genre label in the OPAC to be Genre/Form to better represent the information coming from the 655 field. (https://bugs.launchpad.net/evergreen/+bug/1824029) We've successfully updated it in the OPAC record view under "Search for related items by subject" but are having a hard time finding the facet label for Genre. Could someone point us in the right direction to find the facet labels? Thanks, Jennifer -- Jennifer Pringle Co-op Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jennifer.prin...@bc.libraries.coop Website: http://bc.libraries.coop Gratefully acknowledging that I live and work in the unceded Traditional Territory of the St'at'yemc Nations. -- Jennifer Pringle Co-op Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jennifer.prin...@bc.libraries.coop Website: http://bc.libraries.coop Gratefully acknowledging that I live and work in the unceded Traditional Territory of the St'at'yemc Nations.
[OPEN-ILS-GENERAL] Updating Facet Labels
Hello, We're trying to update the Genre label in the OPAC to be Genre/Form to better represent the information coming from the 655 field. (https://bugs.launchpad.net/evergreen/+bug/1824029) We've successfully updated it in the OPAC record view under "Search for related items by subject" but are having a hard time finding the facet label for Genre. Could someone point us in the right direction to find the facet labels? Thanks, Jennifer -- Jennifer Pringle Co-op Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jennifer.prin...@bc.libraries.coop Website: http://bc.libraries.coop Gratefully acknowledging that I live and work in the unceded Traditional Territory of the St'at'yemc Nations.
[OPEN-ILS-GENERAL] Question about Item/Copy Alert Types
Hello, We're currently running 3.1.7 and looking at setting up a new copy alert type that uses the event "Any Event" so that the alert shows up at both checkin and checkout. Our concern about creating this new alert type is if there are any plans to add additional events in the future so that Any Event applies to more than just checkin and checkout. Does anyone have more information about this functionality? The only documentation I could find was in the release note for the feature in 3.1 Thanks, Jennifer -- Jennifer Pringle Co-op Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jennifer.prin...@bc.libraries.coop Website: http://bc.libraries.coop
Re: [OPEN-ILS-GENERAL] Request to have a new company listed at Evergreen dokuwiki
Hello Stuart, You can do it by logging in through this page - http://libmail.georgialibraries.org/mailman/listinfo/open-ils-general At the bottom under "Open-ils-general Subscribers" enter your current email in the field beside "To unsubscribe from Open-ils-general, get a password reminder, or change your subscription options enter your subscription email address:" and click Unsubscribe or edit options. This takes you to a page where you can login and change your email address. Jennifer Quoting starea...@beasley-forrest.net: General question: I've changed my email address, how do I update it on the open-is mailing lists. I know its probably a link somewhere but can't seem to find it. Maybe the trees for in the way Stuart -- Jennifer Pringle Co-op Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jennifer.prin...@bc.libraries.coop Website: http://bc.libraries.coop Gratefully acknowledging that I live and work in the unceded Traditional Territory of the St'at'yemc Nations.
Re: [OPEN-ILS-GENERAL] Library time zone setting
Hello Beth, We're using it successfully on 3.1. The values we use for the Library Time Zone setting are: America/Vancouver America/Dawson_Creek America/Edmonton America/Winnipeg America/Toronto (I'm assuming there are American equivalent values.) Jennifer Quoting Beth Longwell : Evergreen staff, Is anyone using the library time zone setting successfully? We have a few libraries in a different time zone - Mountain vs Pacific Time and currently on checkout an hour is being added to the time pushing it to the next day, e.g. 3/21/19 12:59 AM. So instead of 21 day checkout it is 22 day. I don't know what the allowable values are for this setting so it could be I have it set wrong. Currently it is set to MST. Thanks in advance for any help, Beth Ross Sage Library System -- Jennifer Pringle Co-op Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jennifer.prin...@bc.libraries.coop Website: http://bc.libraries.coop
Re: [OPEN-ILS-GENERAL] Question About Translating Search Filters and Format Icons Text
Hi Eva, This looks like what we needed. Thanks! Jennifer Quoting Cerninakova Eva : Hi Jennifer, We came across similar problem with translation of formats and facets to Czech some time ago. To solve the problem, it was necessary to generate and load db.seed file for Czech, see https://bugs.launchpad.net/evergreen/+bug/1703888 Hope this helps Eva Mgr. Eva Cerniňáková cer...@jabok.cz +420 211 222 409 - Odesláno z mobilního telefonu pomocí aplikace AquaMail. Dne 14. února 2019 1:39:40 Jennifer Pringle napsal: Hello all, Does anyone know if there's a way to add translations for the values for search filters and the format icon text? I've been poking around the Coded Value Maps but I don't see a translate option for the Search Labels. We're looking to have both English and French Search Labels that are used in the TPAC based on the locale. Thanks, Jennifer -- Jennifer Pringle Co-op Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jennifer.prin...@bc.libraries.coop Website: http://bc.libraries.coop -- Jennifer Pringle Co-op Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jennifer.prin...@bc.libraries.coop Website: http://bc.libraries.coop
[OPEN-ILS-GENERAL] Question About Translating Search Filters and Format Icons Text
Hello all, Does anyone know if there's a way to add translations for the values for search filters and the format icon text? I've been poking around the Coded Value Maps but I don't see a translate option for the Search Labels. We're looking to have both English and French Search Labels that are used in the TPAC based on the locale. Thanks, Jennifer -- Jennifer Pringle Co-op Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jennifer.prin...@bc.libraries.coop Website: http://bc.libraries.coop
[OPEN-ILS-GENERAL] Evergreen Self Check and Multiple Languages
Hello, Is anyone currently running the Evergreen self check in multiple languages or can give us guidance on how to do so? We'd like to have the self check available in both English and French but there doesn't appear to be a locale picker in the self check codebase to enable French as an option. Is there a different way to enable the translated self check? Thanks, Jennifer -- Jennifer Pringle Co-op Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jennifer.prin...@bc.libraries.coop Website: http://bc.libraries.coop
Re: [OPEN-ILS-GENERAL] Evergreen log in problems
Hello Susan, Your workstations have likely lost their registration due to cookies being cleared in Chrome. You'll need to contact the administrators at your library or contact BC Libraries Cooperative (as you're a Sitka library) for further assistance. Jennifer Quoting "Oxford, Susan" : Hello, My two staff at the front are having problems signing into evergreen the past two days. The are at the circulation desk and each have their own computers. This is the error message they receive. Any ideas what is wrong or how to fix it? Thanks, Susan [cid:image001.png@01D47CED.244E9490] -- Jennifer Pringle Co-op Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jennifer.prin...@bc.libraries.coop Website: http://bc.libraries.coop
[OPEN-ILS-GENERAL] Spine Label Printing in 3.1 with the Dymo LabelWriter 450 Printer
Hello everyone, Is there anyone successfully printing spine labels in the web client (3.0 or 3.1) using a Dymo LabelWriter 450 printer who would be willing to share their Evergreen Label Template code and what settings they used in Chrome (and anywhere else settings had to be adjusted)? We have a library with the Dymo LabelWriter 450 who prints on 1 inch by 1 inch labels. The Dymo currently prints the very bottom of the first line (looks like dots at the top of the label) with the cutter below and spits out two labels (one of which is completely blank). In Chrome the margins have been set to None and the paper size to 1 inch by 1 and a half inches (no 1 inch by 1 inch option). They are not using Hatch (due to https://bugs.launchpad.net/evergreen/+bug/1741299). Thanks, Jennifer -- Jennifer Pringle Co-op Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jennifer.prin...@bc.libraries.coop Website: http://bc.libraries.coop
Re: [OPEN-ILS-GENERAL] On the Road to 3.0: Small Enhancements to Improve the Staff Experience
Awesome video! Looking forward to the next one. Jennifer Quoting Kathy Lussier : 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 -- Jennifer Pringle Co-op Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jennifer.prin...@bc.libraries.coop Website: http://bc.libraries.coop
Re: [OPEN-ILS-GENERAL] Cursor focus in Webby
Hi Don, We'd also love to see this behaviour for the basic, advanced, and the search textbox (on the search results screen). One of our libraries brought it up after our upgrade to 2.12.1 and it was on my list to test on a server without our local customizations (to make sure it wasn't just happening to us) and then report to launchpad. If you create a bug report for this let me know. Thanks, Jennifer Quoting Donald Butterworth : All, A few weeks ago we updated to 2.12.1 and because I don't have to print labels, I've been able to use Webby almost exclusively to do cataloging. One of my pet peeves had been after clicking the Browse search button, the cursor wasn't focused in the the search box on the search screen. A small thing, but something I ran into constantly. With 2.12.1 the fix is in, and it works great. Not only is the cursor in the search box, but the text remains highlighted after the search, even after switching screens. This is great behavior since it means I no longer have to click and swipe with the mouse when I want to do the next search. I can just start typing or pasting. Love it ! You know what they say. "If you give a mouse a cookie, then he'll want a glass of milk"... this same behavior is not yet in place in Webby, for Keyword search, Advanced Search, or in the Search textbox on the Record Summary screen. Anybody else want this to happen besides me? Don -- Don Butterworth Collection Management Librarian / Faculty Associate B.L. Fisher Library Asbury Theological Seminary don.butterwo...@asburyseminary.edu (859) 858-2227 -- Jennifer Pringle Co-op Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jennifer.prin...@bc.libraries.coop Website: http://bc.libraries.coop
Re: [OPEN-ILS-GENERAL] Web Client and Patron Search: Sticky Scoping
Hi Scott, We've seen the same issue in on the web client in 2.12. Here's the bug we filed https://bugs.launchpad.net/evergreen/+bug/1691264 Jennifer Quoting scott.tho...@sparkpa.org: Hi, Our test server is on 2.12 so we are testing the web client. We noticed that, unlike XUL, the Org Unit selector is not sticky in Patron Search. Is this deliberate or a bug? I could not find anything in Launchpad. Thank you, Scott Scott Thomas Executive Director PaILS / SPARK (717) 873-9461 scott.tho...@sparkpa.org<mailto:scott.tho...@sparkpa.org> Stay informed! Join the SPARK-User Email List: https://mail.palibrary.org/mailman/listinfo/spark-users [Description: Description: Training | SPARK - Pennsylvania's Statewide Library System]<http://www.palibrary.org/pails/> -- Jennifer Pringle Co-op Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jennifer.prin...@bc.libraries.coop Website: http://bc.libraries.coop
[OPEN-ILS-GENERAL] Evergreen Compatible Products Survey Results Available
Hello everyone, The results of the new Evergreen Compatible Products Survey are now available on the Evergreen wiki - https://wiki.evergreen-ils.org/doku.php?id=faqs:evergreen_compatible_products_results_survey_2017 Thank you to everyone who filled in the survey! Jennifer -- Jennifer Pringle Co-op Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jennifer.prin...@bc.libraries.coop Website: http://bc.libraries.coop
[OPEN-ILS-GENERAL] Evergreen Compatible Products Survey
Hello everyone, Apologies for cross-posting. One final reminder that if you or someone at your organization has a few minutes please fill out the new Evergreen Compatible Products Survey - https://www.surveymonkey.com/r/evergreencompatibleproducts before Friday, February 24th 2017. Thank you to everyone who has already filled out the survey. The results from this survey will be posted on the Evergreen Wiki and supersede the results from the original survey based on Evergreen 1.4 and 1.6 - https://wiki.evergreen-ils.org/doku.php?id=faqs:evergreen_compatible_products_results_survey This will give us an up to date list of what printers, scanners, self checks, etc. are known to work with current versions of Evergreen. Please share this survey widely with others using Evergreen, who may not have received this email, so we can get the most complete list of compatible products possible. Th Thanks, Jennifer -- Jennifer Pringle Co-op Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jennifer.prin...@bc.libraries.coop Website: http://bc.libraries.coop
Re: [OPEN-ILS-GENERAL] Change email address that Notifications are sent from?
Hi Lisa, If you haven't already you'll want to update the email in the library setting "Sending email address for patron notices" (Admin -> Local Administration -> Library Settings Editor). If you've already updated it there I would suggest you take a look at your action trigger templates for your notices and see if the old email address is in them somewhere. Hope that helps, Jennifer Quoting Lisa Setters : Greetings! We have an ongoing problem that we have been trying to fix for a while now. We changed our email address. To accommodate this change, we went through Evergreen and changed it everywhere that we could find it. However, our notices are still going out from our old email address, and sometimes from our director of IT. Can anyone offer any advice one where to look to fix these settings? Thank you! Lisa Setters Research and Web Librarian 859.858.2100 Frequently Asked Questions <http://answers.asburyseminary.edu> Library Instructional Services Asbury Theological Seminary *Coming Soon: A New Library Loan Website! Stay tuned for more information!* -- Jennifer Pringle Co-op Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jennifer.prin...@bc.libraries.coop Website: http://bc.libraries.coop
[OPEN-ILS-GENERAL] Documentation Hackaways for 2.11 and 2.12 - picking a date
Hello everyone, Apologies for cross posting. Interested in writing documentation for 2.11 or 2.12? Help choose the dates for the upcoming DIG Hackaways. Fill out the Doodle Polls below with the dates that work best for you. 2.11 Documentation Hackaway in February 2017 - http://doodle.com/poll/sdgbiqesv4wtf9kp 2.12 Documentation Hackaway in March 2017 - http://doodle.com/poll/27zyzdrrfkgw62xg Please respond to the polls by the end of the day Wednesday, December 21st. The chosen dates will be announced Friday, December 23rd. Thank you, Jennifer -- Jennifer Pringle Co-op Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jennifer.prin...@bc.libraries.coop Website: http://bc.libraries.coop
[OPEN-ILS-GENERAL] Evergreen Compatible Products Survey
Hello everyone, Apologies for cross-posting. Just a reminder that if you or someone at your organization has a few minutes please fill out the new Evergreen Compatible Products Survey - https://www.surveymonkey.com/r/evergreencompatibleproducts before February 24th 2017. The results from this survey will be posted on the Evergreen Wiki and supersede the results from the original survey based on Evergreen 1.4 and 1.6 - https://wiki.evergreen-ils.org/doku.php?id=faqs:evergreen_compatible_products_results_survey This will give us an up to date list of what printers, scanners, self checks, etc. are known to work with current versions of Evergreen. Please share this survey widely with others using Evergreen, who may not have received this email, so we can get the most complete list of compatible products possible. Thanks, Jennifer -- Jennifer Pringle Co-op Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jennifer.prin...@bc.libraries.coop Website: http://bc.libraries.coop
[OPEN-ILS-GENERAL] Evergreen Compatible Products Survey
Hello everyone, Apologies for cross-posting. Please take a few minutes before February 24th 2017 to fill out the new Evergreen Compatible Products Survey - https://www.surveymonkey.com/r/evergreencompatibleproducts. The results from this survey will be posted on the Evergreen Wiki and supersede the results from the original survey based on Evergreen 1.4 and 1.6 - https://wiki.evergreen-ils.org/doku.php?id=faqs:evergreen_compatible_products_results_survey Please feel free to share this survey with others involved in Evergreen who may not be on the lists. Thanks, Jennifer -- Jennifer Pringle Co-op Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jennifer.prin...@bc.libraries.coop Website: http://bc.libraries.coop
[OPEN-ILS-GENERAL] Anyone using the Epson TM-T2011 Direct Thermal Printer?
Hello, One of our libraries is looking at buying the Epson TM-T2011 Direct Thermal Printer and has asked us if it will work with Evergreen. I know other Epson receipt printers work well with Evergreen but don't have any experience with this one specifically. Is anyone currently using this printer? Thanks, Jennifer -- Jennifer Pringle Co-op Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jennifer.prin...@bc.libraries.coop Website: http://bc.libraries.coop
Re: [OPEN-ILS-GENERAL] Questions About Age Overdue Circs to Lost
Thank you Holly and Ben. Knowing that this functionality is being used and having the information about the action trigger and other set up required is super helpful. Thanks, Jennifer Quoting Holly Brennan : We are, but we used Equinox to migrate over so it just works by magic. We had this same function set up with our prior ILS and all the settings we used prior were available in Evergreen, if that helps! -Holly Holly Brennan Technology Specialist Homer Public Library Homer, Alaska hbren...@cityofhomer-ak.gov 907-435-3154 (direct) 907-235-3180 (main desk) -Original Message- From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Jennifer Pringle Sent: Wednesday, September 21, 2016 1:43 PM To: Evergreen Group Subject: [OPEN-ILS-GENERAL] Questions About Age Overdue Circs to Lost Hello, Is anyone currently using the Age Overdue Circs to Lost functionality in Evergreen? (Admin -> Local Administration -> Age Overdue Circs to Lost) We've started testing this and so far haven't been able to get it to work. Any information or documentation to point us in the right direction would be greatly appreciated. Thanks, Jennifer -- Jennifer Pringle Co-op Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jennifer.prin...@bc.libraries.coop Website: http://bc.libraries.coop -- Jennifer Pringle Co-op Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jennifer.prin...@bc.libraries.coop Website: http://bc.libraries.coop
[OPEN-ILS-GENERAL] Questions About Age Overdue Circs to Lost
Hello, Is anyone currently using the Age Overdue Circs to Lost functionality in Evergreen? (Admin -> Local Administration -> Age Overdue Circs to Lost) We've started testing this and so far haven't been able to get it to work. Any information or documentation to point us in the right direction would be greatly appreciated. Thanks, Jennifer -- Jennifer Pringle Co-op Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jennifer.prin...@bc.libraries.coop Website: http://bc.libraries.coop
[OPEN-ILS-GENERAL] Last Chance to Fill in Documentation Requirements Survey
Hello everyone, If you or others in your library or organization have not yet completed the Evergreen Documentation Requirements Survey for DIG please consider taking a few minutes to do so. http://svy.mk/1pvHGzR The survey will close at the end of the day Friday May 20th. Please feel free to distribute this survey to anyone involved in Evergreen. We're looking for opinions and suggestions from all. Thank you to everyone who has already completed the survey. Jennifer -- Jennifer Pringle Co-op Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jennifer.prin...@bc.libraries.coop Website: http://bc.libraries.coop
[OPEN-ILS-GENERAL] DIG Meetings at the Evergreen Conference
Hello all, The Documentation Interest Group will be meeting Wednesday, April 20th, at the Evergreen conference to talk about DIG, the Documentation Re-Organization Project, and documentation for Evergreen 2.10. If you have any interest in getting involved in DIG or just want to know more please join us. We will be meeting during the lunch break on Wednesday. If you are interested in joining us please fill in this poll by April 14th (Thursday) so we have an idea of numbers - http://doodle.com/poll/kapzrvtmt3c3c6un We will also be meeting in the evening on Wednesday. If you are interested in meeting in the evening please fill out this poll by April 14th (Thursday) to decide on a start time - http://doodle.com/poll/9yv3p9qvhqn7pyss As well, there will be space for us to work together during the day Wednesday. More information regarding that will come via email or will be available at the conference. Not coming to conference this year? You can still get involved in DIG. DIG meets regularly on IRC and meeting dates are posted to the Evergreen lists. (Quick Start Guide to IRC - http://wiki.evergreen-ils.org/doku.php?id=community:irc-quick-start) Questions about DIG? Email us at open-ils-documentat...@list.georgialibraries.org or find us on the Evergreen wiki - http://wiki.evergreen-ils.org/doku.php?id=evergreen-docs:dig Thanks, Jennifer -- Jennifer Pringle Co-op Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jennifer.prin...@bc.libraries.coop Website: http://bc.libraries.coop
[OPEN-ILS-GENERAL] Next Evergreen for Academics meeting: March 22 @ 2PM EDT
Hello, As per the poll the next Evergreen for Academics meeting will be Tuesday, March 22 @ 2 PM EDT on the Evergreen community IRC channel. We need to chose a topic to focus on for the March meeting. Please respond to this email if you have a topic suggestion. These are the last meeting minutes: http://evergreen-ils.org/meetings/evergreen/2016/evergreen.2016-02-12-14.01.html This is the log of the last IRC meeting chat: http://evergreen-ils.org/meetings/evergreen/2016/evergreen.2016-02-12-14.01.log.html Finally, for viewing all Evergreen community meetings scheduled you can view them here: http://evergreen-ils.org/communicate/calendar/ Thanks, Jennifer -- Jennifer Pringle Co-op Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jennifer.prin...@bc.libraries.coop Website: http://bc.libraries.coop
[OPEN-ILS-GENERAL] Reminder: March Evergreen for Academics Meeting
Hi everyone, If you are interested in attending the March Evergreen for Academics meeting and haven't yet filled out the doodle poll for picking the date this is your chance - http://doodle.com/poll/gpcn6wg59hcweupm The poll will close at the end of the day Tuesday, March 8th. Thanks, Jennifer -- Jennifer Pringle Co-op Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jennifer.prin...@bc.libraries.coop Website: http://bc.libraries.coop
[OPEN-ILS-GENERAL] 2.10 Documentation Hackaway - picking a date
Hi all, If you are interested in helping to document 2.10 please fill out the Doodle Poll http://doodle.com/poll/vxykvey7wd6rnqz6 to choose a day in March for the Evergreen 2.10 Documentation Hackaway ahead of the release of Evergreen 2.10 (currently set for release March 17th). Please respond to the poll by the end of the day Friday, March 4th. The chosen date will be announced Monday, March 7th. Thanks, Jennifer -- Jennifer Pringle Co-op Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jennifer.prin...@bc.libraries.coop Website: http://bc.libraries.coop
[OPEN-ILS-GENERAL] Acq Interest Group Meeting - February 18th at 1:00pm EST
Hello Everyone, The Evergreen Acquisitions Interest Group has its next meeting scheduled for Thursday February 18, 2016 at 1:00pm EST on the #Evergreen IRC channel (http://evergreen-ils.org/irc) Anyone interested in Acquisitions is welcome to attend. The agenda for this meeting can be found here: http://wiki.evergreen-ils.org/doku.php?id=acq:interest-group:feb-18-2016-agenda A link to the minutes from our last meeting can be found here - http://evergreen-ils.org/meetings/evergreen/2015/evergreen.2015-11-12-13.00.html Thanks, Jennifer -- Jennifer Pringle Co-op Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jennifer.prin...@bc.libraries.coop Website: http://bc.libraries.coop
Re: [OPEN-ILS-GENERAL] Early stages: re-organizing the official documentation
+1 This is awesome! Jennifer Quoting Jane Sandberg : Hi Evergreen colleagues! A while back, a group of us chatted on IRC about the possibility of re-organizing the official documentation to be more useful to Evergreen users of all stripes. Remingtron and I put together a draft layout that splits the documentation into 6 overlapping books, each with a specific type of user in mind (e.g. acquisitions staff, local administrator, consortial administrator, etc.) That can be found here: http://wiki.evergreen-ils.org/doku.php?id=evergreen-docs:reorg_2014:audience_focused_layout Sitka also does a good job targeting its documentation to specific types of users: http://docs.sitka.bclibraries.ca/Sitka/current/html/ We'd love to hear what you think about re-organizing the official documentation into a more audience-focused layout. We are still definitely in the beginning stages of this, and would love to have you and your ideas in this discussion. Respond to this email, or add your ideas here: http://wiki.evergreen-ils.org/doku.php?id=evergreen-docs:reorg_2014 FYI, the condensed minutes from the previous meeting can be found here -- http://evergreen-ils.org/meetings/evergreen/2015/evergreen.2015-02-19-13.01.html -- and the full log can be found here: http://evergreen-ils.org/meetings/evergreen/2015/evergreen.2015-02-19-13.01.log.html -Jane -- Jane Sandberg Electronic Resources Librarian Linn-Benton Community College sand...@linnbenton.edu / 541-917-4655 -- Jennifer Pringle Co-op Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jennifer.prin...@bc.libraries.coop Website: http://bc.libraries.coop
[OPEN-ILS-GENERAL] Evergreen for Academics group: February Meeting Poll
Hello all, Here is a doodle poll to determine the best day in February to hold the next Evergreen for Academic Interest Group meeting - http://doodle.com/poll/xehxaxpwg4bxydem The meeting will be held 2:00pm EST (11:00am PST/12:00pm MST/1:00pm CST). The topic of the February meeting will be course reserves. The poll will close Friday January 15th. Thanks, Jennifer -- Jennifer Pringle Co-op Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jennifer.prin...@bc.libraries.coop Website: http://bc.libraries.coop
Re: [OPEN-ILS-GENERAL] Evergreen for Academics: need community feedback for December meeting
Hi, 2. I vote for course reserves for December. 3. I vote for quarterly or every other month. Jennifer Quoting Yamil Suarez : Hello, I wanted to solicit some community feedback in preparation to try to have an Evergreen for Academics meeting sometime in December. Please forward this email to those in your institution that work in academic libraries or anyone that has overlapping interest in our topics. At the last Evergreen for Academics meeting we decided to ask the community feedback on three questions… 1) When should we meet in December? Please fill out this Doodle poll to pick a date and time to meet in December on IRC. I will close the poll on Friday, December 4 at non EST. (Doodle polls only require that a valid email address is provided.) http://doodle.com/poll/px48748tkq2tud8v 2) We wanted to pick topics to focus on during future meetings, and more specifically what topic should we pick for the December meeting. During the October meeting there was a lot of interest in course reserves as the topic of the next meeting. I would suggest that we consider picking that as our meeting topic for December, since I was not able to plan a November meeting. Though feel free to suggest other topics to cover in December or for the next group meeting in 2016 Topic suggestions: inventory functionality, improving in-house use functionality, course reserves, patron loading, exporting citations in the catalog, authorities 3) We also wanted feedback on how often we should meet going forward. Some folks suggested quarterly meeting. Though since we might start picking specific topics to cover at teach meeting, we might want to meet every month or every other month. Thanks in advance, Yamil P.S. Here are the links with details form the October meeting... http://evergreen-ils.org/meetings/evergreen/2015/evergreen.2015-10-29-14.04.html - meeting minutes http://evergreen-ils.org/meetings/evergreen/2015/evergreen.2015-10-29-14.04.log.html - IRC log http://wiki.evergreen-ils.org/doku.php?id=evergreen_for_academics - group wiki page -- Jennifer Pringle Co-op Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jennifer.prin...@bc.libraries.coop Website: http://bc.libraries.coop
Re: [OPEN-ILS-GENERAL] Load Catalog Record ID's question
Hi Leslie, We ran into something along these lines a while ago. See https://bugs.launchpad.net/evergreen/+bug/891785 Our libraries don't appear to use this functionality often so we haven't tested this issue on more recent versions. Jennifer Quoting "St. John, Leslie" : We have encountered a couple of limits on the Acquisitions functionality Load Catalog Record ID's. First we can not load more than 50 record id's, and then only 25 will display. Therefore only 25 catalog record ID's can be loaded at a time. Do these limits generally replicate anyone's else's experience with this functionality? Thanks! Leslie St. John PINES Consultant Georgia Public Library Service A Unit of the University System of Georgia 1800 Century Place, Suite 150 Atlanta, GA 30345-4304 404-235-7129 lstj...@georgialibraries.org www.gapines.org -- Jennifer Pringle Co-op Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jennifer.prin...@bc.libraries.coop Website: http://bc.libraries.coop
[OPEN-ILS-GENERAL] Wireless Scanner Recommendations
Hello, One of our libraries is interested in buying a wireless scanner to use with Evergreen so they can scan barcodes on equipment that is stored physically outside of the library. Is anyone using wireless scanners and if so do you have any recommendations? Thanks, Jennifer -- Jennifer Pringle Co-op Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jennifer.prin...@bc.libraries.coop Website: http://bc.libraries.coop
Re: [OPEN-ILS-GENERAL] Inventory Item
Several of our libraries have run inventory using the procedure we came up with: http://docs.sitka.bclibraries.ca/Sitka/current/html/inventory.html I can send more details about the report templates we have set up if anyone is interested. Jennifer Quoting "Hardy, Elaine" : PINES a number of years ago explored development of an inventory function in Evergreen; however, our development funding was cut so that we were unable to pursue it. We have not revisited the requirements. We did develop a now dated document on using existing functionality to inventory. I have attached the pdf. I have not reviewed it in a few years. Elaine J. Elaine Hardy PINES & Collaborative Projects Manager Georgia Public Library Service 1800 Century Place, Ste 150 Atlanta, Ga. 30345-4304 404.235.7128 404.235.7201, fax eha...@georgialibraries.org www.georgialibraries.org www.georgialibraries.org/pines From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Scott Thomas Sent: Wednesday, July 29, 2015 12:35 PM To: open-ils-general@list.georgialibraries.org Subject: [OPEN-ILS-GENERAL] Inventory Item We have been with EG for four months, and this is the first time this has come up: there does not appear to be an Inventory Item function (at least in 2.6.3). I am not finding a Date Inventoried field in the item record nor can I locate a way to inventory an item. Am I missing something obvious? If not, how do Evergreen libraries inventory their collections? Thank you, Scott Scott Thomas, MLS Head of Information Technologies and Technical Services Scranton Public Library Lackawanna County Library System 2006 N. Main Ave. Scranton, PA 18508 Ph: 570-207-2379 Fx: 570-348-3020 Email: <mailto:sc...@albright.org> sc...@albright.org -- Jennifer Pringle Co-op Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jprin...@sitka.bclibraries.ca Website: http://bc.libraries.coop
Re: [OPEN-ILS-GENERAL] Feedback requested on patron editor in web client
Hi Kathy, We think this looks great and are glad to see the display options accessible. We have multiple libraries that use that functionality on a regular basis. Thanks! Jennifer Quoting Kathy Lussier : Hi all, Thanks to everyone on the feedback you provided for the patron editor. I've created a mock-up based on the feedback - http://www.screencast.com/t/4lcqzkcxedgN. The idea is that all of the elements above the Patron Edit heading in this interface would remain fixed to the top of the interface. This mock-up displays the edit view of the registration/edit form. The tabs that bring you to the different areas of the patron record (check out, items out, holds, etc.) would be fixed as well, which fits in with the easy access we have to those buttons in the existing client. Although people didn't think it was necessary to keep the display options accessible at all times, I put those in the fixed area primarily because it made the best use of the space available. Let me know if you have any feedback on this mock-up! Kathy On 07/10/2015 02:21 PM, Jason Etheridge wrote: For what it's worth, I've seen mobile web pages that use floating top and bottom bars to good effect. -- Kathy Lussier Project Coordinator Massachusetts Library Network Cooperative (508) 343-0128 kluss...@masslnc.org Twitter: http://www.twitter.com/kmlussier -- Jennifer Pringle Co-op Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jprin...@sitka.bclibraries.ca Website: http://bc.libraries.coop
Re: [OPEN-ILS-GENERAL] Patron guides to the OPAC
Hello Jennifer, We use the OPAC chapter of our manual for our patrons - http://docs.sitka.bclibraries.ca/Sitka/current/html/opac.html It's currently for 2.6 but we'll be updating it to 2.8 on July 13th when our upgrade is complete. Hope that helps, Jennifer Quoting "Walz, Jennifer" : All - Before I try searching the vast web and coming up empty, I was wondering if anyone has created OPAC user guides for Evergreen for your location? It would be great to look at some examples before I plunge into creating my own from scratch. We have one for our former online catalog if you want to see what I am talking about: https://drive.google.com/file/d/0By-INd8BEwy-S010d3I5Zl9wTU0/view?usp=sharing I'd be grateful if there were others to look at. Anyone have specific guides for the "my account" feature? Thanks so much! Jennifer -- Jennifer Walz, MLS - Head of Research & Distance Services Kinlaw Library - Asbury University One Macklem Drive, Wilmore, KY 40390 859-858-3511 ext. 2269 jlw...@asbury.edu -- Jennifer Pringle Co-op Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jprin...@sitka.bclibraries.ca Website: http://bc.libraries.coop
Re: [OPEN-ILS-GENERAL] Migration to Evergreen from "Library World"
Hi Nancy, I took a look through our migration history and we migrated a library from Library World to Evergreen back in 2010 so it has been done and I didn't see anything in our notes about major roadblocks. Jennifer Quoting "Jackson, Robert" : An additional option would be to set up a shared session with the library to perform a pre-migration data pull. If you can schedule time with the person(s) in the know regarding the current tool then you may be able to wade thru the interface together. Since you have performed other migrations you will know the data requirements for a successful migration and the staff on site will know the modules involved along with any passwords required! - Robert J. Jackson Systems Administrator Int. Indiana State Library http://library.in.gov<http://library.in.gov/> 315 W Ohio St Indianapolis, IN 46202 (317) 234-7317 rjack...@library.in.gov From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Rogan Hamby Sent: Wednesday, May 20, 2015 10:22 AM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Migration to Evergreen from "Library World" As Blake said it depends on what they can give you and in what formats. For example, if they won't give extracts and all you can do is run reports on circulation but the reports lack crucial data and can't be connected to patrons it'll be a mess. When an ILS install is not facilitated by a vendor there are sometimes work arounds if you have physical access to the database but if I understand how LW works that's not an option. I have a long rant about signing agreements for cloud hosting data without contractual rights to your data but that's for another day. Short version, Step 1) Find out if LW will extract the data in a way that facilitates migrating it. Connection points between data (like being able in the extract to say Circulation X is Patron Y's) is really important here, as well as completeness of records. Step 2) If they're not helpful you can start seeing what the library can pull out via whatever tools they were given. This gets into finger crossing and prayers. Step 3) Beg? Law suit? Pay hostage fees to have data freed? I've seen all three of these happen. On Wed, May 20, 2015 at 10:12 AM, Blake Henderson mailto:bl...@mobiusconsortium.org>> wrote: Nancy, We have migrated many different ILS's. We have not encountered Library World. We have migrated data from some strange ILS's. It looks like in this case, Library World warehouses the data. It boils down to reports. Will this ILS create Excel files of patron data/checkouts/fines? Can you extract MARC records? How much stuff can you extract with it's reporting engine in general? When we encounter a system that does not give us what we need, we have had success speaking with a support representative. -Blake- Conducting Magic MOBIUS 573-234-4513 877-312-3517 On 5/19/2015 8:32 PM, Nancy Grant wrote: Is it possible to migrate to Evergreen from Library World (www.libraryworld.com<http://www.libraryworld.com>)? And if so, are there any roadblock to be aware of in doing that migration? Our consortium has migrated systems to Evergreen from older Follett and Winnebago systems. Thanks. Nancy B. Grant Maine Balsam Libraries Consortium President Retired LMS, NBCT Dover-Foxcroft, Maine 207-564-3098 nbgran...@gmail.com<mailto:nbgran...@gmail.com> -- Rogan Hamby, MLS, CCNP, MIA Managers Headquarters Library and Reference Services, York County Library System ?You can never get a cup of tea large enough or a book long enough to suit me.? ? C.S. Lewis<http://www.goodreads.com/author/show/1069006.C_S_Lewis> -- Jennifer Pringle Co-op Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jprin...@sitka.bclibraries.ca Website: http://bc.libraries.coop
Re: [OPEN-ILS-GENERAL] Z39.50 Index Field Maps and the Local Catalog--can you help?
Hi Tony, For Part 1, your logic is correct, though when doing the search you may or may not want cataloguers to be selecting the drop-down to say "visual materials". Depending on the accuracy of the existing cataloguing this may actually filter out results they want to see. I am guessing that the Format drop down menu is based on character 6 of the Leader. Once the search is done staff can select a local result and chose "Show in Catalogue" and then add their holding. I think it really depends on the library/cataloguer (and what permissions they have been granted) whether they start their search from the catalogue or start from Z39.50. Our libraries do both. The important part is to remember to select Local Catalogue in Z39.50. I have no idea about Part 2. Hope this helps, Jennifer Quoting Tony Bandy : Hi all, Hope the conference is going well? I was wondering if anyone on the list can help me with a Z39.50 Index Field Maps and searching the local catalog question. If so, thanks! --- Here's the scenario: Library A has a new DVD that they would like to add to their catalog. Using the Z39.50 portion of the current 2.7.X staff client, is there a way to search the local catalog for any existing bibs before the library decides to bring in a new bib record? I would think they could select the drop-down to say "visual materials", choose their local catalog and bring up by title, author, etc. etc. a list of bibs. This way they could choose to overlay or just attach an item. Is this logic right? Would a better choice be to choose the TPAC instead of the Z39.50 portion of the staff client perhaps? --- Part 2: Given the Index Field Mapping Options on the Evergreen system, does that relate in any way to the scenario above? I'm trying to logic my way through this. The documentation (see: http://docs.evergreen-ils.org/2.8/_z39_50_search_enhancements.html) helps in a generic sense, but I'm not sure how this relates to searching your own local catalog for visual materials. --- Thanks in advance for any assistance you can provide... --Tony Tony Bandy to...@ohionet.org<mailto:to...@ohionet.org> OHIONET 1500 West Lane Ave. Columbus, OH 43221-3975 614-484-1074 (Direct) 614-486-2966 x19 -- Jennifer Pringle Co-op Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jprin...@sitka.bclibraries.ca Website: http://bc.libraries.coop
Re: [OPEN-ILS-GENERAL] Bug Squashing Day
Still works for me. Jennifer Quoting Kathy Lussier : Hi all, Ack! I closed the Doodle poll last month and set this Monday, March 2 as the date for our next Bug Squashing Day. However, it looks like I failed to communicate the date with the rest of the community beyond adding it to the community calendar. I would still like to see if we can get a group together to work on bugs on March 2. Does that day still work for everyone who responded to the poll? Thanks and apologies for the oversight! I'm blaming it on the snow. Kathy On 01/21/2015 02:44 PM, Kathy Lussier wrote: My apologies. The link for the Bug Squashing scheduling poll should be http://doodle.com/umc27afh7akqczft. That's what I get for working on two Doodle polls at the same time. Kathy On 01/21/2015 02:35 PM, Kathy Lussier wrote: Hi all, I'm sending out a reminder to let us know what your availability is to participate in our next community Bug Squashing Day. http://doodle.com/xwu55tseci3mf34e I'll be closing the Doodle poll at the end of the day tomorrow. Kathy On 01/16/2015 11:56 AM, Kathy Lussier wrote: Hi all, It's hard to believe, but it's already time to schedule another Bug Squashing Day. We're scheduling the next Bug Squashing Day to fall after the 2.8 beta release, but before the RC1 release. The closer we can schedule it to the beta release, the better. Please let us know when you're available! http://doodle.com/umc27afh7akqczft Kathy -- Kathy Lussier Project Coordinator Massachusetts Library Network Cooperative (508) 343-0128 kluss...@masslnc.org Twitter: http://www.twitter.com/kmlussier -- Jennifer Pringle Co-op Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jprin...@sitka.bclibraries.ca Website: http://bc.libraries.coop
Re: [OPEN-ILS-GENERAL] Patron Record problem with 2.6.1
Hello Don, Based on your screenshots and description it sounds like your users don't have working locations assigned (Staff Patron Record - Other -> User Permission Editor). I don't know why this would have changed with your upgrade but would definitely check this just in case if you haven't already. Jennifer Quoting Donald Butterworth : Colleagues, Ever since upgrading to 2.6.1 we have been unable to add or edit patron records. Edit example: [Search for a patron by name] > Enter Name > [Search] > Highlight patron > [Retrieve Patron] > [Edit] > Screen does not populate to allow editing of any field. Ditto Register Patron: [Register Patron] > Screen does not populate to allow editing of any field. Is this a bug? If not can someone tell us what we are doing wrong? Don -- Don Butterworth Faculty Associate / Librarian III B.L. Fisher Library Asbury Theological Seminary don.butterwo...@asburyseminary.edu (859) 858-2227 -- Jennifer Pringle Sitka Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jprin...@sitka.bclibraries.ca Website: http://bc.libraries.coop
Re: [OPEN-ILS-GENERAL] FW: Report Request
Good morning, I've attached two screenshots to go along with Sue's example report which should allow you to re-create the report on your end. Let me know if you have any questions, Jennifer Quoting "Morin, Suzanne" : Good morning, See below, example of the report we are using at College of the Rockies Library. We are currently using Evergreen v. 2.6.0 Hope you find this helpful. Best regards, Sue Morin COTR Library Technician College of the Rockies Library 2700 College Way, Box 8500 Cranbrook, BC V1C 5L7 Phone: 250-489-2751 x3501 Toll free: 877-489-2687 x3501 Fax: 250-489-8256 From: Newton, Cortney Sent: Wednesday, October 29, 2014 9:40 AM To: Morin, Suzanne Subject: RE: [OPEN-ILS-GENERAL] Report Request [cid:image001.png@01CFF35C.3F465B30] From: Morin, Suzanne Sent: Wednesday, October 29, 2014 8:51 AM To: Newton, Cortney Subject: FW: [OPEN-ILS-GENERAL] Report Request Hi Cortney, See email below, are you able to help with the report they are asking for? Sue From: open-ils-general-boun...@list.georgialibraries.org<mailto:open-ils-general-boun...@list.georgialibraries.org> [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Thad Horner Sent: Wednesday, October 29, 2014 5:58 AM To: open-ils-general@list.georgialibraries.org<mailto:open-ils-general@list.georgialibraries.org> Subject: [OPEN-ILS-GENERAL] Report Request We would like a snapshot/overview report of acquisition activities by budget year. It should include, at least, the following columns: Fund code | Budgeted | Available | Encumbered | Paid | Does anyone have a template that they can share? Rev. Thad Horner Digital Librarian/ Faculty Associate Asbury Theological Seminary 859-858-2240 [http://lgimages.s3.amazonaws.com/data/groups/2220/new-banner.jpg] -- Jennifer Pringle Sitka Support BC Libraries Cooperative Tel: 1-888-848-9250 Email:jprin...@sitka.bclibraries.ca Website: http://bc.libraries.coop
[OPEN-ILS-GENERAL] Acquisitions Interest Group at the Evergreen Conference
Hello all, The Acquisitions Interest Group will be meeting at 9:45am on Friday, March 21st, during the Evergreen 2014 Conference. Everyone is welcome to attend! Potential topics include: - workflows and best practices - existing bugs - future development - documentation of acquisitions Please let me know if there are other topics you would like to see covered. Jennifer -- Jennifer Pringle Sitka Support BC Libraries Cooperative Email:jprin...@sitka.bclibraries.ca
Re: [OPEN-ILS-GENERAL] Printing Acq worksheets to variety of printers
Hello Kathleen, The worksheet is an action trigger called Lineitem Worksheet (Admin -> Local Administration -> Notifications/Action Triggers). If you double click on that line (not on the name) you can see and edit the template being used. If you wanted to have different templates for different libraries you would need to multiple Lineitem Worksheet action triggers owned by the appropriate library. Our libraries currently all print their worksheets to printers with 8.5x11 paper but we would love to hear if anyone has a worksheet template that works well with receipt printers. I am not aware of any way currently to have worksheets print automatically (as of 2.4) but our libraries would like to be able to print worksheets automatically as part of receiving items on an invoice in the future. Hope that helps, Jennifer -- Jennifer Pringle Sitka Support BC Libraries Cooperative Email:jprin...@sitka.bclibraries.ca Quoting "Smith, Kathleen" : Is anyone printing worksheets in acquisitions to more than one type of printer? We have one lib system that uses receipt printers for worksheets and another system uses standard laser printers with 8.5x11 paper. A 2012 post mentions the ability to alter the worksheet template, but I can't tell if it's like a receipt template which is set at the workstation level. (http://www.mail-archive.com/open-ils-general@list.georgialibraries.org/msg06270.html) Also, is there a setting to make worksheets print automatically? Thanks. Kathleen Smith, Associate Systems Librarian San Joaquin Valley Library System 2420 Mariposa Street, Fresno, CA 93721 kathleen.sm...@sjvls.org 559-600-6256
Re: [OPEN-ILS-GENERAL] Acquisitions - Prepayment
Hello Dee, At this point (based on 2.4) the prepayment option is strictly informational. If the box is checked it is indicated on the purchase order in red. For your workflow I would suggest creating a dummy fund, maybe using the vendor name for the fund name, and use that fund to pay for all items ordered from that vendor. You don't even need to put money into the fund, just make sure there is no Balance Stop Percentage entered. When creating the purchase orders use the dummy fund for all line items and have default prices that staff enter. (The amount entered into estimated price is the amount that gets entered in the price field in the copy editor so you may want to have different defaults for different types of items.) This way the purchase orders can be activated and the items will appear in the catalogue and can be received. For invoicing I would suggest you create one invoice for the vendor at the beginning of the year and have staff link the purchase orders/line items to that invoice throughout the year. At the end of the year you have the option of entering and saving the invoice with the default prices or going through the invoice and entering the correct amounts for every item. It all depends on how important having the amounts accurate are to the library and in this case it sounds like that is less important to the library than the other acquisitions functionality. (If you do plan to go through and enter the correct amounts on the invoice I would recommend allocating the large dollar amount to the fund either at the beginning or end of the year, depending on when it is paid to the vendor.) Through the reporter the library would be able to pull out information such as how many items were purchased from the vendor. Hope this is helpful, Jennifer -- Jennifer Pringle Sitka Support BC Libraries Cooperative Email:jprin...@sitka.bclibraries.ca Quoting "Nolan, Delores K" : I have a couple of questions regarding the "Prepayment" option on the Evergreen purchase order and some workflow questions in relation to that. First of all, does the "prepayment" option currently have any functionality behind it, or is it strictly informational? How would other libraries handle the workflow for this scenario? A library pays a large dollar amount to a vendor annually. The library orders books monthly from the vendor. The library wants to be able to keep track of what books they order, but they do not need to know the individual cost of each book. At the end of the year they do want to know how many books they ordered from that vendor. An invoice could be created and paid the beginning of the year for the annual cost. Selection lists and purchase orders could be created each month, but it does not seem possible to activate a purchase order without a price or fund applied to the line item. Basically the library wants to create the PO and add the bibs to the catalog so that the order status is available to the public. They also want to track the receiving and processing of the books. The annual invoice could be linked to several different purchase orders throughout the year, correct? Any thoughts on how to handle the purchase order piece in this situation? How can the library use the function of the purchase order without adding pricing or funds? Thanks Dee Dee Nolan User Support and Training Specialist PALS A Program of the Minnesota State Colleges and Universities Minnesota State University, Mankato 3022 Memorial Library Mankato, MN 56001 Phone 507.389.2000 Fax 507.389.5488 dno...@mnsu.edu<mailto:dno...@mnsu.edu>
Re: [OPEN-ILS-GENERAL] ***SPAM*** RE: ***SPAM*** fund summaries from invoices
Hi Robert, When you print your invoice in Evergreen at the bottom of the invoice it lists each fund that is used with the total spent on the invoice for the fund. Is this what you are looking for? As well, I suspect you can create a report in the reports interface where you list the totals spent for each fund for a specific invoice. (I haven't put together such a report myself.) Jennifer -- Jennifer Pringle Sitka Support Email:jprin...@sitka.bclibraries.ca Quoting Grace Dunbar : That's a pretty big leap to say the comment was an intent to derail the request for information. I think Lebbeous was simply trying to discourage sharing screenshots of proprietary software. If this can't be done in Evergreen today and someone were to develop it based on the screenshot provided, it could potentially lead to problems. We all just want to err on the side of caution when it comes to these matters. -Grace On Fri, Jul 12, 2013 at 11:54 AM, Jim Taylor wrote: I think the question was simply what it was...is there a way to create a similar summary?I don't believe it was a plea for someone to turn Evergreen into Symphony. Would seem like useful information no matter what ILS one was using and, while also not being a lawyer, it would seem difficult for someone to argue that only they are allowed to produce a report which tells someone how much and from which budget lines they are spending their money. ** ** Guess I'm sticking my nose into someone else's discussion but seemed like an unfair accusation against Mr. Meeks and one likely to derail his request for information. ** ** Jim ** ** *From:* open-ils-general-boun...@list.georgialibraries.org [mailto: open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Lebbeous Fogle-Weekley *Sent:* Friday, July 12, 2013 10:01 AM *To:* Evergreen Discussion Group *Subject:* Re: [OPEN-ILS-GENERAL] ***SPAM*** fund summaries from invoices* *** ** ** Hi Robert, ** ** I am not a lawyer, but I do have a vague idea that Evergreen development can't just mimic proprietary ILSes without running into potential legal trouble. Nobody here is trying to produce a clone of Symphony or anything else; even setting aside legal concerns, that's just not a goal of the Evergreen project. ** ** That said, if you would be open to discussing your workflows and needs in a somewhat more abstract form, I do hope you find that the mailing list and the IRC channel[1] will help lead you down any of these paths: ** ** - Finding alternative workflows that libraries already using Evergreen can recommend to accomplish your essential goals - Finding volunteer effort to develop new features - Finding vendors who can develop the features you want for Evergreen, ideally blending your requirements harmoniously with those of libraries in a similar position ** ** Thanks, ** ** Lebbeous ** ** [1] See http://www.open-ils.org/irc.php ** ** On Fri, Jul 12, 2013 at 10:25 AM, Robert Meeks < robert.me...@asburyseminary.edu> wrote: Hi all - another question as I continue to nail down my acquisitions workflows. ** ** When I finish with an invoice and successfully pay everything in Evergreen, I need to be able to create some kind of summary that displays how much money is coming out of which funds in an invoice. This is crucial to our payment process, as I send copies of the invoice to be paid and this summary to my business office, who then cuts the check to our vendors. The attached screenshot is the summary I used to be able to get from Symphony when I paid an invoice. Is it possible to create such a summary after finishing with an invoice in Evergreen? ** ** * Robert Meeks* *Acquisitions Specialist - BL Fisher Library* Asbury Theological Seminary 204 N. Lexington Ave. Wilmore, KY 40390 p: 859.858.2397 ** ** ** ** ** ** ** ** -- Lebbeous Fogle-Weekley | Software Developer | Equinox Software, Inc. / The Open Source Experts | phone: 1-877-OPEN-ILS (673-6457) | email: lebbe...@esilibrary.com | web: http://www.esilibrary.com -- Grace Dunbar, Vice President Equinox Software, Inc. - The Open Source Experts gdun...@esilibrary.com 1-877-OPEN-ILS www.esilibrary.com -- Jennifer Pringle Sitka Support Email:jprin...@sitka.bclibraries.ca
Re: [OPEN-ILS-GENERAL] encumbering a purchase not in the catalog
Hi Elaine, If I am understanding your question correctly this bug is exactly what you are looking for: https://bugs.launchpad.net/evergreen/+bug/833820 There are currently two ways to work around this in 2.2 and 2.4 (and probably 2.3 as well): 1. Set up a OPAC-invisible shelving/copy location and use it for these line items. The items won't display to your public and you can then delete the items and MARC records from the catalogue as needed when you catalogue the items when they arrive. 2.Create a new purchase order and add the items as charges rather than line items. You will need this fix in order to activate the PO with only charges on it: https://bugs.launchpad.net/evergreen/+bug/1177916 The complication with this option is that you cannot currently select charges from a purchase order and add them to a specific invoice. To create an invoice for the charges (and un-encumber the funds) you must create an invoice from the entire purchase order. Hope this helps, Jennifer -- Jennifer Pringle Sitka Support Email:jprin...@sitka.bclibraries.ca Quoting Elaine Andersen : I'm not exactly sure how to phrase this -- But, is it possible to enter an encumbrance in Acquisitions, when we are purchasing something that will not be in the catalog -- One example, when we are purchasing some books that will be part of kits, and we do not want the books to show, as the title that was purchased -- Thank you -- Elaine Andersen
