[OPEN-ILS-GENERAL] Copy level hold

2019-12-13 Thread Tina Ji

Hi all,


Our libraries have different hold hard and soft boundaries. Usually  
the hard boundary is 1 (group) and soft boundary is 2 (individual  
libraries). But sometimes our libraries place copy level holds on  
items outside the soft boundary.


We've been having issues with such copy level holds. What is noticeble  
is such copy level holds are not on the pull list or triggered on  
checkin, though the copies are available. But this is not consistent.  
We do find similar holds that are triggered.



Digging into the hold records I noticed the selection_ou = pickup_ou  
and selection_depth = 2. My interpretation is the hold can be filled  
by the pickup_ou or its subordinates' item only. But the target of the  
hold is an item that does not belong to the the pickup_ou or its  
subordiantes. I am puzzled whether such holds are designed to be  
filled or not.



Another related issue:

Sometimes placing copy level holds requires overriding duo to the hold  
boundary settings. Usually holds placed by overriding the policy need  
to wait for eligible copies to be added to the database. In the copy  
level hold scenario, there can not be any eligible copies added  
(target is the copy id). What is the designed behaviour on such forced  
copy level holds?



Please note that overriding does not appear to be the cause of the  
inconsistent copy level holds filling mentioned above.



I hope someone may shed some light on the designed behaviour.


Thank you



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




Re: [OPEN-ILS-GENERAL] Setting Email Notifications to Text

2018-06-18 Thread Tina Ji



Hi Dana,

We are using 3.0.1. It works for me. One thing may be related. Did you  
select the little checkbox in front of SMS number box? It needs to be  
selected for the field to be edited.



Quoting Dana Schwarz :


Hi everyone,

I have a patron who currently has 26 holds with some marked as  
"In-Transit" that she has currently set to notify by email but she  
wants them all to be changed to notify by text message. How would I  
go about doing that?
I do not see any option from the drop down menu that says to change  
notifications to text, just to edit the text number but when I enter  
in her cell number I get a message saying "0 holds changed".

I am currently using the staff client 3.0.3.

Thank you,

Dana Schwarz
Technical Services Coordinator
[No motto (marketing)]
Lincoln Public Library, MFR Branch
4080 John Charles Blvd.
Vineland, Ont, Canada
905.562.5711
schw...@lincoln.library.on.ca<mailto:schw...@lincoln.library.on.ca>


Dana Schwarz
Technical Services Coordinator
[No motto (marketing)]
Lincoln Public Library, MFR Branch
4080 John Charles Blvd.
Vineland, Ont, Canada
905.562.5711
schw...@lincoln.library.on.ca<mailto:schw...@lincoln.library.on.ca>



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




Re: [OPEN-ILS-GENERAL] Possible Web Client Bug: Copy Buckets

2018-03-23 Thread Tina Ji


Seem randomly to me. Attached is what I see. The right column is the  
sequence I scanned the items, from top to bottom.  The left is how  
they appear in the bucket.


Tina Ji

Quoting Elaine Hardy :


I got a report of this yesterday from one of our catalogers. I haven't had
a chance to look into it yet to see what order it loads the bucket from
item status but she thought it was reverse from the item status. She was
trying to get a correct count of items in a bucket since deleted items
loaded by file and then sent to a bucket don't display but are in the count
for the bucket. She ended up uploading the file into item status twice and
the order was different each time



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 Thu, Mar 22, 2018 at 3:21 PM, scott.tho...@sparkpa.org <
scott.tho...@sparkpa.org> wrote:


Has anyone else run into this? In XUL, if you add barcodes to Copy Buckets
by scanning them into Pending Copies, they keep getting added to the top of
the list unless you choose an alternate sort. In other words, the default
sort is reverse time entered. In the Web Client, well, first there are no
column sort options, but, when you scan in the barcodes, they appear in an
order that seems random (at least I’ve been unable to deduce the logic). Am
I missing something?



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/>






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



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

2018-02-14 Thread Tina Ji
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] Adding patron info to checkout receipts - quick poll

2018-01-23 Thread Tina Ji

Thanks, Jason. You are right. I just do not see them in the comment area. Tina


Quoting "Boyer, Jason A" :

Those may be there already because of the way circs are added;  
they're just not spelled out in the comments on the template.


Try these out in the tag that has the rest of the item information:
checkout.author, checkout.copy.price, and checkout.renewal_remaining (no 's')

Almost every field from action.circulation (checkout.circ.*),  
asset.copy (checkout.copy.*), and asset.call_number  
(checkout.call_number.*) is available along with checkout.title and  
checkout.author on each circ; they're just not mentioned in the  
template. There's currently nothing from the actor.usr table though,  
which is what I'm adding now.


Jason

--
Jason Boyer
MIS Supervisor
Indiana State Library
http://library.in.gov/


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




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

2018-01-23 Thread Tina Ji
We need item price. Some of our libraries sum up the price of checked  
out items and print a you-saved-so-much note.


I also think Author and Remaining_renewal may be helpful.

Thank you!



Quoting "Boyer, Jason A" :

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/



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




Re: [OPEN-ILS-GENERAL] look for LCSH MARC records

2017-11-02 Thread Tina Ji

Thanks, Jane. Very likely I need it later. Tina


Quoting Jane Sandberg :


Very glad that it was helpful, Tina.  One resource that I found
helpful during our own start-fresh process was this presentation by
Galen Charlton, Mary Jinglewski, and Chad Cluff:
https://evergreen-ils.org/wp-content/uploads/2015/11/eg16-CatalogingForester_reduce.pptx

Slide 41 has the command to get rid of all the authority records in
your system, when you're ready for that piece. :-)

   -Jane



On Thu, Nov 2, 2017 at 9:55 AM, Tina Ji  wrote:

Hi Jane,

I want to say thank you so much! I went through your blog. My colleague,
Mark, tried your script. We successfully downloaded a few records from LOC.
But it took so long, due to LOC's restriction.

I am properly too ambitious at the moment. I am hoping a fresh start. The
linking and indexing is a lengthy process. If I can not get it done this
way, I may have to cherry pick and download from LOC.

Again, thank you so much! Your blog provided enormous help to me.

Tina


Quoting Jane Sandberg :


Hi Tina,

We do the following:

* Use SQL queries to generate a list of headings in the catalog
* Use a script to pull all those headings from LOC into one huge MARC file
* Upload that MARC file into Evergreen

Here's the script we use; improvements are very welcome:
https://github.com/sandbergja/dlc_authority_fetcher

And this blog post includes the SQL queries that we use to generate
those heading lists in the first place:
http://sandbergja.github.io/systems/2017/07/19/authority-control-in-eg

It's not a perfect process, but it is free (our favorite price). :-)

  -Jane


On Thu, Nov 2, 2017 at 8:50 AM, Tina Ji  wrote:


Hello everyone,


We've been exploring authority control and planning to apply it. We have
an
old version of LCSH (over 10 years). We hope to start with a newer
version.
I found only meta records on LOC website. Downloading from LOC seems
infeasible, considering the amount. We also do not have the budget to
engage
an vendor to do it for us now. I wonder whether anyone knows where to
find
LCSH MARC records, or anyone may share with us.

Any information will be appreciated.

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






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




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






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



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




Re: [OPEN-ILS-GENERAL] look for LCSH MARC records

2017-11-02 Thread Tina Ji

Hi Jane,

I want to say thank you so much! I went through your blog. My  
colleague, Mark, tried your script. We successfully downloaded a few  
records from LOC. But it took so long, due to LOC's restriction.


I am properly too ambitious at the moment. I am hoping a fresh start.  
The linking and indexing is a lengthy process. If I can not get it  
done this way, I may have to cherry pick and download from LOC.


Again, thank you so much! Your blog provided enormous help to me.

Tina

Quoting Jane Sandberg :


Hi Tina,

We do the following:

* Use SQL queries to generate a list of headings in the catalog
* Use a script to pull all those headings from LOC into one huge MARC file
* Upload that MARC file into Evergreen

Here's the script we use; improvements are very welcome:
https://github.com/sandbergja/dlc_authority_fetcher

And this blog post includes the SQL queries that we use to generate
those heading lists in the first place:
http://sandbergja.github.io/systems/2017/07/19/authority-control-in-eg

It's not a perfect process, but it is free (our favorite price). :-)

  -Jane


On Thu, Nov 2, 2017 at 8:50 AM, Tina Ji  wrote:

Hello everyone,


We've been exploring authority control and planning to apply it. We have an
old version of LCSH (over 10 years). We hope to start with a newer version.
I found only meta records on LOC website. Downloading from LOC seems
infeasible, considering the amount. We also do not have the budget to engage
an vendor to do it for us now. I wonder whether anyone knows where to find
LCSH MARC records, or anyone may share with us.

Any information will be appreciated.

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






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



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




[OPEN-ILS-GENERAL] look for LCSH MARC records

2017-11-02 Thread Tina Ji

Hello everyone,


We've been exploring authority control and planning to apply it. We  
have an old version of LCSH (over 10 years). We hope to start with a  
newer version. I found only meta records on LOC website. Downloading  
from LOC seems infeasible, considering the amount. We also do not have  
the budget to engage an vendor to do it for us now. I wonder whether  
anyone knows where to find LCSH MARC records, or anyone may share with  
us.


Any information will be appreciated.

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




Re: [OPEN-ILS-GENERAL] combining OPAC lists and more

2014-12-24 Thread Tina Ji (Project Sitka)

Hi Lise,

Record bucket and My List are essentially the same thing, marked with  
btype of bookbag and staff_client respectively. I found it was  
possible to view a My List on the staff client in the same way as  
retrieving a shared bucket (you need to know the id). So a My List can  
be used as a record bucket. Some of our libraries have been using it  
since long time ago on older versions. We're on 2.6 now. I still can  
view a My List via id on Record Bucket interface and add new records  
into it.


I can park some records from one record bucket to the Pending area,  
retrieve a My List via id, and add the pending records to it. It's not  
exactly uploading, but moving the records by batch from one bucket to  
another.


I hope it helps you.

Tina Ji



Quoting Elisabeth Keppler :


Maybe I missed something along the way, but is there a method for uploading
a record bucket to turn it into a My List?  I've only figured how to make
it go the other way.  We're on release 2.6, if that makes a difference.

Sharing buckets would indeed be easier if your suggestions were brought to
life.  Great ideas!

Thanks,
Lise






Tina Ji
1-888-848-9250
Support Specialist
BC Libraries Cooperative/Sitka



Re: [OPEN-ILS-GENERAL] combining OPAC lists and more

2014-12-24 Thread Tina Ji (Project Sitka)

Hi Lise and Holly,

A My List is, in fact, a record bucket. You may create a My List, find  
out its id on OPAC (in the URL when View HTML) and retrieve it as a  
shared bucket via id on the staff client.


Sharing Record Bucket is not easy. Our libraries hope that staff may  
add records into shared buckets on the catalogue search result list,  
not just on Record Bucket interface. Search function on Record Bucket  
interface is limited. It would be great if buckets can be marked  
shared with selected Org Unit, like reporter folders, so that staff  
can view the shared buckets shared with their libraries.


Merry Christmas!

Tina Ji

Tina Ji
1-888-848-9250
Support Specialist
BC Libraries Cooperative/Sitka



Re: [OPEN-ILS-GENERAL] Patron Batch Functions

2014-12-09 Thread Tina Ji (Project Sitka)
Our academic libraries use the unique identifiers from the student  
information system as ident_value. We have only a few academic  
libraries, but some use the same student information system (same  
software, runs separately). We encountered the duplicate ident_value  
issue, and had to pad it.


We also have another working scenario. Some libraries want to sync  
between Evergreen and the student information system on every patron  
load. They send us a complete current students file. We delete all  
student records based on patron profile, such as Student and Postgrad  
Student, and then undelete and update matching records and load  
nonmatching records.


Tina Ji
Support Specialist
BC Libraries Coop


Quoting Martha Driscoll :


Rogan,
Thanks for mentioning the unique identifier problem.  I did intent  
to associate ident_value with the unique identifier coming from the  
campus system.  Having non-unique identifiers from multiple campus  
systems is definitely a possibility.  Our libraries are told to  
append the org_unit shortname to the university id.  That mostly  
works well except in cases where a student was entered by hand prior  
to a data load and the library staff person did not enter the ID or  
entered it without the shortname appended.  We will see barcode  
collisions in that case which will halt the load until resolved.


Martha Driscoll
Systems Manager
North of Boston Library Exchange
Danvers, Massachusetts
www.noblenet.org

On 12/9/2014 9:12 AM, Rogan Hamby wrote:

I think the syncing between Evergreen and the student information system
will be critical part and I think the workflow you mentioned Tim is
fairly typical.  I noticed that the wiki write up already mentions an
ident_value.  Is that intended to be a unique identifier from the origin
student information system?  If so, can we imagine a scenario where we
might have multiple origin student systems, such as a consortium with
multiple schools?  We might need a table to identify those external
sources.



Tina Ji
1-888-848-9250
Support Specialist
BC Libraries Cooperative/Sitka



[OPEN-ILS-GENERAL] Web Client (Sprint 1) demo

2014-10-08 Thread Tina Ji (Project Sitka)

Hi all,

I have a question. On the List View on Item Status in the XUL staff  
client, there are two actions list for cataloguer and circulator. I  
don't see them on the browser client. Is this by design?


Thanks
Tina
Tina Ji
1-888-848-9250
Support Specialist
BC Libraries Cooperative/Sitka



Re: [OPEN-ILS-GENERAL] Seeking opinions on client "Transfer All Title Holds" option

2014-08-05 Thread Tina Ji (Project Sitka)
It is a dangerous action in our setting. We actually disabled it by  
graying out the option in the staff client.



Quoting Kathy Lussier :


Hi all,

I wanted to seek some feedback on Launchpad bug 1350377  
https://bugs.launchpad.net/evergreen/+bug/1350377.


The bug seeks an additional permission to be used with the "Transfer  
All Title Holds" option in the client. However, I was wondering if  
there would be any support from removing that option from the client  
altogether.


Here's the issue:

When you are in a bib record in the staff client, you have the  
option to transfer *all* title holds to another bib record. You  
first need to mark the other bib record as a holds transfer  
destination.


However, you also have the option to transfer one or any number of  
selected holds to the marked bib record from the holds view of the  
bib record. You could transfer just one hold here or you could  
select them all if you really needed to transfer all holds. The  
benefit of using this option is that the user must actively select  
the holds that will be transferred.


I personally think providing a blanket "Transfer All Title Holds"  
option in the client is dangerous, even if there were a separate  
permission for it, and unnecessary since there are other methods  
available in the staff client to accomplish the same task. Making it  
even more dangerous is the fact that the "Actions for this Record"  
menu that contains this option to transfer all holds is still  
available in the holds view of the bib record, which is where you go  
to transfer selected holds (see the screencast at  
http://www.screencast.com/t/ifHhJHNqq). It is very easy to  
mistakenly select this option when you are trying just to transfer  
just one hold. In fact, I accidentally selected it when I was just  
testing out the transfer holds scenario a few minutes ago.


During a brief discussion in IRC on this issue, it was mentioned  
that possible use cases for the "transfer all title holds" option are:


1. When staff are manually merging bib records. The client bib merge  
option automatically merges holds, but there may be reasons staff  
merge the records without using that option.
2. In cases where there are orphaned holds on a record that no  
longer has copies to fill the hold.


Since I think both of these use cases could be accommodated by using  
the option where you transfer selected holds, I wanted to see if  
others would support removing the "Transfer All Title Holds" option.  
Is there anyone who uses this option with some frequency who thinks  
it should continue to be available?


Thanks!
Kathy

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



Tina Ji
1-888-848-9250
Support Specialist
BC Libraries Cooperative/Sitka



Re: [OPEN-ILS-GENERAL] View Holds Screen

2014-04-09 Thread Tina Ji (Project Sitka)
We recently found and patched up this hole (and on some other screens,  
too, such as Item Status > Last Few circulations). We made EG check  
the opted-in table to block displaying patrons who have not opted-in.  
Staff will see a prompt for it.


This is done by Liam. He has marked it for pushing to upstream. I am  
not sure he's done it or not.


Tina




Quoting Mike Rylander :


Ben,

You're recollecting correctly -- Sitka was the driver for the feature.
 I am not surprised that there are ways around the "wall", which was
primarily intended for stopping direct access without a link, but
allowing it when there is one -- such as when a "foreign" patron
checks out a "local" item.  I'm fairly certain that development would
be required to lock down this particular visibility leak, and that
there's no setting to expressly prevent it.


On Wed, Apr 9, 2014 at 3:21 PM, Ben Shum  wrote:

Hi Fiona,

I'm not too familiar with this area of Evergreen (in our consortium,
people share and want to see everything), but I remember in the old
days there's opt-in settings for patrons to say whether or not they
give permission to be viewed at different libraries within a system.
My recollection was that Sitka, Conifer, or Michigan libraries made
use of these features.

I'll see what I can dig up, or maybe this reply with spark an idea
with someone who knows more about the current state of patron opt-in
functionality.

-- Ben

On Wed, Apr 9, 2014 at 10:25 AM, Borthwick, Fiona
 wrote:

Hi,

I really hope someone in the community can help with a problem that one of
our customers has.  There are 2 specific issues with the View Holds screen.

The consortium in question operate as 4 separate authorities when it comes
to holds so there is no interlending between the different systems.  The
Hold Policies are set up to retrospectively block holds from a different
system.  As a result no hold weighting policies or equivalent have been
configured.

The Patron Opt-In Boundary and Patron Opt-In Default settings have a value
of 1 (system) and I can confirm that this behaves as we would expect in a
patron search - i.e. a search will only find patrons that have a home
library within your org unit tree.

Our customer's test server is at 2.5.3 where these scenarios persist:

1)  There can be a large number of holds on a popular bestseller.  When you
go to the View Holds screen, you see the list of all holds for the entire
consortium.

There is a filter option which allows you to filter on either   
pickup library

or requesting library but this is a specific branch.  Our customer needs to
be able to see the holds queue for their whole system at once.  It is not
necessary to see the holds for the other systems in the consortium.

2)  This is a more serious problem.  Due to the above scenario - i.e. the
ability to see all consortium holds, it has become apparent that you can
access a patron record from another system.  From the View Holds Screen,
highlight a hold and then select 'Retrieve Patron' from the Actions menu.
You are taken straight into the patron record even if this patron   
belongs to

another system (different org unit hierarchy).

Can anyone shed any light on how to control this please?  This   
customer only

wants to be able to see their own local authority's holds and more
importantly be prevented from being able to access a patron record that
doesn't belong to them.

Many thanks in advance for any help.

Fiona

--

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

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

http://www.ptfs-europe.com




--
Benjamin Shum
Evergreen Systems Manager
Bibliomation, Inc.
24 Wooster Ave.
Waterbury, CT 06708
203-577-4070, ext. 113




--
Mike Rylander
 | Director of Research and Development
 | Equinox Software, Inc. / Your Library's Guide to Open Source
 | phone:  1-877-OPEN-ILS (673-6457)
 | email:  mi...@esilibrary.com
 | web:  http://www.esilibrary.com





Tina Ji
1-888-848-9250
Support Specialist
BC Libraries Cooperative/Sitka




Re: [OPEN-ILS-GENERAL] prevent holds on available items

2014-04-09 Thread Tina Ji (Project Sitka)

Hi Adam,

On Library Settings Editor, there is an entry called Has Local Copy  
Block. Setting it to TRUE will block holds on available items.


Tina

Quoting Adam Shire :


Is it possible to configure Evergreen to prevent patrons from placing holds
on volumes owned by their home library that have available copies? If so,
any instruction would be appreciated. We are running evergreen 2.5.2.


Thanks,
Adam

--

Adam Shire
Member Services Librarian
Fenway Libraries Online <http://flo.org>
617-442-2384





Tina Ji
1-888-848-9250
Support Specialist
BC Libraries Cooperative/Sitka




Re: [OPEN-ILS-GENERAL] Anyone using Custom Org Unit Tree

2014-04-01 Thread Tina Ji (Project Sitka)

Thanks so much, Kathy & Tim.

It's very helpful. I see the value that the custom OU tree can bring  
to us: re-ordering the OUs. I will look for a solution to my issue  
somewhere else. :)


Thanks again

Tina

Quoting Kathy Lussier :


Hi Tina,

MassLNC funded the development for the custom org unit tree, so I can
give you some background on the use cases behind the development.

It essentially was created for display purposes as we didn't like the
way systems and branches were displaying in the org unit selector.
You're right, the custom org tree won't affect the way search results
are retrieved. For our use cases, we didn't need a change in the
retrieval of search results. Its only purpose was to allow us to
reorder the org units in the selector, and therefore it doesn't play
into circ/holds policies either. I'm not quite sure how it interacts
with org unit hiding depth.

We had two specific use cases we were trying to address:

- Removal of the system level in the org unit dropdown: In
Massachusetts, we have very few multi-branch libraries, so the default
display with a branch appearing under a system did not work well for
us. Users didn't understand what the difference was between the two
different selections (and there really wasn't a difference) and it
added needless clutter to the interface. For the most part, this
problem was solved by the "Org Units Do Not Inherit Visibility" global
flag (added at the same time as the custom org trees) since it allowed
us to hide the system level while keeping branches visible. However,
those hidden system-level org units do display in the staff client, and
I don't think everyone liked that, so the custom org tree provides
another means of hiding that system level in both the public and staff
view.

- As Tim mentioned in his e-mail, C/W MARS has an additional level in
their org hierarchy. Consortium > Region > System > Branch. They needed
to create this additional regional level due to the way the delivery
sorting happens in our state. They wanted holds to be filled within a
region before moving on to the rest of the consortium. However, we
didn't want libraries to display in the OPAC within each region. The
custom org tree allowed C/W MARS to interfile all of their libraries
into one big alphabetical dropdown list.

- Another use I've seen of the custom org tree is, in cases where we do
have multibranch systems, we might want the main library to display
above the other branches, even if it doesn't come first alphabetically.
We can make the main library appear out of order using the custom org
tree.

I hope this helps!

Kathy

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




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




[OPEN-ILS-GENERAL] Anyone using Custom Org Unit Tree

2014-04-01 Thread Tina Ji (Project Sitka)

Hi all,

We are facing the following scenario. We wonder whether the Custom Org  
Unit Tree will help.


SYS1 and SYS2 do not share their collections, meaning no holds allowed  
on each other. Now BRA1 from SYS1 wants to share its collection with  
all branches of SYS2, which means collection of BRA1 should show up  
when a search is scoped to SYS2. For some reason, it is not desired to  
move BRA1 to SYS2 on the org unit tree.


We tried the Custom Org Unit Tree. We made BRA1 under SYS2, same as  
the other branches in SYS2. BRA1 showed up on the OPAC as a branch in  
the search location list (and the hold pickup library list). But it  
seems for 'display' only. When a search is scoped to SYS2, titles, of  
which only BRA1 has copies, are not returned on the result list. We  
also tried to hide an org unit from the Custom Tree, but its holdings  
keep showing up on the holdings grid.


I wonder anyone is using the Custom Org Unit Tree. Can you shed some  
light on how it works?


Other issues on my radar includes how custom tree interacts with the  
Org Unit Hiding Depth on the Library Settings Editor, and the OUs in  
circ_ and hold_matrix_matchpoints. We do not use Strict OU matches.


Thank you

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




Re: [OPEN-ILS-GENERAL] Holds placed prior to status change

2014-02-27 Thread Tina Ji (Project Sitka)

Hi Lise,

We have some groups of libraries/systems sharing resources among  
themselves. Some of them libraries use age protect, too. But we don't  
have consortium level resource sharing. I see multiple hold queues for  
holds to be filled by different item groups on View Holds. So I guess  
you will see a hold picked up at your system  with position 1, if your  
hold setting is not much different.


Tina





Quoting Elisabeth Keppler :


Thanks, Tina.  I wonder if being part of a consortium that uses age hold
protection will cause problems.  If all of my library system's holds are
down a ways on the queue, would I select the highest hold for my system
rather than the top hold on the entire queue?  Will this cause problems for
other consortium members?

Lise






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




Re: [OPEN-ILS-GENERAL] Holds placed prior to status change

2014-02-27 Thread Tina Ji (Project Sitka)

Hi Lise,



When you say to "Find Another Target for the hold on top of the queue",
Tina, do you mean the first hold that appears when we click on View Holds
for the record?


I mean the next hold that should be filled according to the adopted  
hold filling method. Most of our libraries fill holds by request time.  
So they sort holds by request time to find out the next hold to Find  
Another Target. Now we are on 2.4. There is the hold queue position  
field on View Holds. Libraries can sort the holds by queue position.  
Evergreen's displaying holds for the selected branch only or all  
pickup locations makes it harder to find out the next hold when the  
holds are queued within a system with multiple branches. Queue  
position can be a clue telling staff whether they need to view all  
holds.




This seems to be the newest hold and might not be for our

library's patron.  (We're in the NC Cardinal consortium.  Since we use
6-month age hold protection, holds outside Forsyth County won't be filled
by new items we add here.)  We tried filtering to holds for just the branch
where the new item was added, but that seems to have caused problems.
 Would you mind elaborating on your recommendation?

Thanks very much,
Lise Keppler
Forsyth County Public Library






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




Re: [OPEN-ILS-GENERAL] Holds placed prior to status change

2014-02-26 Thread Tina Ji (Project Sitka)

Hi Deana,

If your 'missing' and 'trace' statuses are non-holdable, this is  
probably the expected behaviour. We experience the same thing with our  
hold targeter running every 15 mins for new holds (placed within 24  
hours) and daily for old holds (placed 24 hours ago). So new holds may  
be targeted by a copy with newly achieved holdable status, but not the  
old ones.


The opportunistic capture is related to the hold_copy_map, which is  
updated by the hold targeter, thus updated daily for old holds. Items  
with newly achieved holdable status is not in that table for old holds.


We advise our sites doing Find Another Target for the hold on top of  
the queue or waiting for a day. The checkin modifier: Retarget Local  
Hold may help, to some extent.




Tina


Quoting Deana Cunningham :


Hi great brain!

I was playing around today on our test server and have a question   
about hold triggering. After an item has a status change to   
"missing" or "trace", any holds placed prior to that change are not   
getting triggered upon item check in. I have tried checking the item  
 in numerous times (to see if maybe the first time when it changes   
the status back to "reshelving" it would activate the hold for   
capture at the next check in, but it did not. Placing a new hold on   
the item after the status has been changed back to "reshelving"   
causes that hold to be triggered on subsequent check ins, but the   
hold placed before changing to "trace" or "missing" is not triggered.


Something I'm missing here?

I also realize the item should be caught during the regular "check   
for holds" cron job (which is another problem we're having) but I am  
 only looking at opportunistic hold capturing right now.


Thanks!

Deana

Deana Cunningham
Branch Manager, South Branch Library
1550 S. Campus Dr.
Creedmoor, NC 27522
Phone: (919) 528-1752
Fax: (919) 528-1376
deana.cunning...@granvillecounty.org





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




Re: [OPEN-ILS-GENERAL] removing deleted item from Clear Holds

2014-02-13 Thread Tina Ji (Project Sitka)
A couple of our libraries encountered the similar issue. We ended up  
changing the deleted item's status to 'Available' in the database to  
get it off Browse Hold Shelf.


Quoting Michele Morgan :


Hi Holly,

If the hold is showing in the client when you Browse the Holdshelf, you
can try selecting it and, choosing Cancel Hold from the Actions menu.

Hope this helps,
Michele


On 2/13/2014 3:29 PM, Holly Brennan wrote:
I was eager to delete an item that was currently checked out, so I   
placed a hold
on it. When it arrived on my desk, I just deleted it. Woops. I   
didn't trap the
hold, so now it's showing up on the Clear Shelf-Expired Holds   
list every day.

And my name is attached to it, so staff know who to curse at.

I'm not very hopeful that there's any way for me to remove this,   
but I thought
I'd give it a try. Having an item on the Clear Holds list for   
eternity is a good

motivator to find out.

-Holly

Holly Brennan

Library Technology Specialist

Homer Public Library

907-235-3180 (main)

907-435-3154 (direct)

hbren...@cityofhomer-ak.gov



--
Michele Morgan, Technical Assistant
North of Boston Library Exchange, Danvers Massachusetts
mmor...@noblenet.org




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




Re: [OPEN-ILS-GENERAL] Copy holds on individual magazines from OPAC

2014-01-16 Thread Tina Ji (Project Sitka)
We allow volume holds on our OPAC. Copy hold should be the same. You  
grant perm COPY_HOLD to the user groups and provide a link to placing  
copy hold on OPAC. You may check our OPAC  
https://catalogue.libraries.coop.


Other people can correct me if I missed anything.

Tina




Quoting Chauncey Montgomery :


Is there a way to place copy holds on individual issues of magazines
through the OPAC, without creating a unique record for each issue?
Thanks in advance for feedback.
CM
--
Chauncey G. Montgomery, MLIS
Director/Fiscal Officer | Community Library
44 Burrer Drive | Sunbury, OH 43074
740-965-3901 | http://community.lib.oh.us




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




Re: [OPEN-ILS-GENERAL] Capping overdues at $5.00

2014-01-09 Thread Tina Ji (Project Sitka)

Hi Deana,

On 2.4 there is a library setting called Truncate fines to max fine  
amount. It will do the trick.


Tina

Quoting Holly Brennan :

What is your per day overdue charge? There was something on the list  
 not too long ago about this


Our charge is 15 cents per day, and it maxes out at $6 very nicely.   
(We're only on 2.3.4, so this max fine definitely works before 2.4)


If you also have a 15 cent/day fine, I think it would get to $4.95,   
and then the rule looks at it and says "Well, still not at $5, so   
charge 'em again!"


That's just my thoughts, and vague recollection of a recent   
conversation here.


-Holly



Holly Brennan
Library Technology Specialist
Homer Public Library
907-235-3180 (main)
907-435-3154 (direct)
hbren...@cityofhomer-ak.gov




From: open-ils-general-boun...@list.georgialibraries.org   
[mailto:open-ils-general-boun...@list.georgialibraries.org] On   
Behalf Of Deana Cunningham

Sent: Thursday, January 09, 2014 2:52 PM
To: open-ils-general@list.georgialibraries.org
Subject: [OPEN-ILS-GENERAL] Capping overdues at $5.00

Hello,

Awhile back I asked about capping over dues at $5.00, and someone   
told me that version 2.4 or higher of Evergreen would do this for   
us. My IT staff was kind enough to set up a test server using 2.5.1,  
 and the fines are still maxing out at $5.10. What am I missing here?


Thanks~

Deana

Deana Cunningham
Branch Manager, South Branch Library
1550 S. Campus Dr.
Creedmoor, NC 27522
Phone: (919) 528-1752
Fax: (919) 528-1376
deana.cunning...@granvillecounty.org<mailto:deana.cunning...@granvillecounty.org>





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




Re: [OPEN-ILS-GENERAL] transferring reports to another user

2014-01-03 Thread Tina Ji (Project Sitka)

Hi Jason,

Good to know it's possible to transfer reports ownership out on  
account deletion on the client.


One question: "Completely OBLITERATE this patron account,
including bills, payments, bookbags, etc?  This is IRREVERSIBLE.".

Circulation records are not mentioned. Will they be deleted, too? (I  
know they used to be deleted before 2.4. So we disabled Delete Patron  
Account on our staff client. We want to keep circ records for stats  
purpose.)


thanks
Tina
Sitka


Quoting Jason Etheridge :


I am the Evergreen administrator for our library, and as such, I create and
use reports. I am retiring at the end of the year and being replaced by
another administrator. How do I transfer/copy the reports I have created
over the past few years, to the new administrator's account?


James, the general strategy would be to delete your original account
in the staff client while using a different account, and have it
prompt you to relocate various bits like reports to a new user.  There
are three conditions your old account will have to meet for this to
work.

1) You'll need the STAFF_LOGIN permission to be granted to the old
account.  Some admin accounts make due with the EVERYTHING permission,
but the staff client looks for STAFF_LOGIN to determine whether the
account being deleted is a staff account or not.

2) Related, the account will need at least one Working Location
configured for the permission to work.

3) You'll need to make sure the super_user flag on the user is set to
false.  This can't be done within the staff client (well, you can
check but not change via Reporting, but ignoring that...), but can be
done the database:  psql> UPDATE actor.usr SET super_user = false
WHERE usrname = 'admin'; -- for example

You don't need to set super_user for your replacement.  Some of us
want to remove that flag completely from Evergreen, and solely rely on
the regular permission mechanism.

It'll also help but is not strictly necessary for all of the accounts
transactions to be closed (items returned and fines paid) on the old
admin account.

So assuming all of that is squared away, you login as a different
admin user, retrieve the original admin account, and select Other ->
Delete Patron Account.

You'll get a prompt saying "Completely OBLITERATE this patron account,
including bills, payments, bookbags, etc?  This is IRREVERSIBLE.".
There's a checkbox you have to select prior to using the Delete
Account button on the prompt.

The next prompt will say "The user you're attempting to delete has
STAFF_LOGIN priviledges.  Please enter the barcode for a destination
user to receive the deleted user's miscellaneous staff artifacts
(reports, etc.):"



And here you enter the barcode (not the username) for the new account.
 The process will abort if it can't find the user, so no worries.

After deleting the user, the screen will attempt to refresh and an
outstanding bug will throw a harmless ACTOR_NOT_FOUND alert.  The user
still technically has an entry in the database, but all links to it
have been broken and identifying data has been replaced.  For fun,
select Circulate -> Retrieve Last Patron to see what this looks like.

And that's it.  Hope it helps, and Merry Christmas. :-)

--
Jason Etheridge
| Support Manager
| Equinox Software, Inc. / The Open Source Experts
| phone: 1-877-OPEN-ILS (673-6457)
| email: ja...@esilibrary.com
| web: http://www.esilibrary.com





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




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

2013-11-07 Thread Tina Ji (Project Sitka)

Thanks, Kathy. Our libraries will love it.

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


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


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




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



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





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

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

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

Thanks!
Kathy

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




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




Re: [OPEN-ILS-GENERAL] Spinals

2013-09-25 Thread Tina Ji (Project Sitka)

Hi Mary,

Will this help you: http://www.branchdistrictlibrary.org/professional/labels/?

Tina

Quoting Mary Toma :


Has anyone had success in printing spinals from Evergreen using an 8.5 x 11
inch (50 spinals per page) sheets of spinals.  Specifically Bro Dart
laserink jet labels 55-395-014.

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





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




Re: [OPEN-ILS-GENERAL] Billing Fixes and Enhancements Sponsored by MassLNC

2013-07-12 Thread Tina Ji (Project Sitka)

Thanks, Kathy. That's my expected behaviour. Tina



Currently, let's say a patron claims to have returned an item that is
overdue on their record. The claims returned date is two days after the
due date, so the system automatically adds two days of overdue fines to
the patron's bills.

However, let's look at the same situation when the overdue items has
already been switched over to lost. The fines stopped reason for the
item changes to CLAIMSRETURNED, but the patron's record still retains
the lost fee and no overdue fines are added, even if the claims
returned date is two days after the due date.

With this development, if the related library settings are enabled, the
lost fee should be removed from the patron record. If the claimed
returned date is after the due date, I think the appropriate overdue
fines should be automatically added to the patron record as they are
when an overdue item is in the same situation.

Does that meet with your expectations, Tina? Thanks for raising the
questions because, as Jason mentioned, we hadn't thought of that
particular situation in our previous discussions.

Kathy




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




Re: [OPEN-ILS-GENERAL] Billing Fixes and Enhancements Sponsored by MassLNC

2013-07-09 Thread Tina Ji (Project Sitka)

Hi Jason,

Good enhancements!


1. Support for Conditional Negative Balances


A quick question: from the use case, can I infer that the starting  
date for the  three LSE interval settings is the xact_finish or last  
payment date (partial payment)? This is different from the Void Lost  
Max Interval, which starts from the due date. I think the last payment  
date makes more sense.



2. Support for Lost & Paid Status
3. Void Lost Fees for Claims Returned Items


To confirm whether the overdue fines will be restored and/or generated  
based on the Claimed Returned date in accordance with the related LSE  
settings.



Thanks


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




Re: [OPEN-ILS-GENERAL] No Matchpoint error on checkout 2.3.5

2013-05-22 Thread Tina Ji (Project Sitka)
The other strange thing on circ policy I noticed was when I set the  
permission group to Users (our highest level user group) the policy  
did not work (no match point). But after I changed it to a lower level  
(Public Library Users) it worked. So it might worth a try to put  
something in Org Unit.




Quoting Geoff Sams :

That's what is really strange here, all of our policies are open   
ended.  Library X at library , for all users.


Only for very specific details do we set that specific of a rule.
There are a set of rules for each libraries that have been working   
at all locations until this most recent addition.







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




Re: [OPEN-ILS-GENERAL] What should be done during unexpected library closings?

2013-04-24 Thread Tina Ji (Project Sitka)
There used to be various fine timestamps (IIRC, the real time when  
fines were generated, before 2.0). But we had lots of problems  
with it. Now the 23:59 works. We did receive questions on it, but it's  
rare. I guess displaying the billing time without hour on OPAC helps.


Back to original topic, it is optional to create fines for closed  
dates. Depending on your choice, it may have impact there (items  
returned on the second day after the unexpected closure). But it may  
sound reasonable (at least to me) if you still charge overdue for the  
unexpected closure.


Tina

Quoting Dan Wells :

This isn't especially relevant to the conversation, but last I   
checked, Evergreen actually "post dates" fines to the end of the   
fine period in which they occur.  In other words, daily fines are   
all dated with a timestamp of "23:59" regardless of what time the   
fine generator runs.  This made the fine logic a little simpler to   
calculate, but it is also a source of general confusion for users,   
as fines appear to happen in the future if you look closely.
Perhaps someday someone will find the tuits to fix this, but for   
now, it works.


All that said, maybe you really do run your fine generator at 23:59,  
 but that seems a little like living on the edge to me, and I   
wouldn't base any opinions on the billing timestamps :)


Dan

--
*
Daniel Wells, Library Programmer Analyst d...@calvin.edu
Hekman Library at Calvin College
616.526.7133



On 4/24/2013 at 3:25 PM, Aaron Zsembery  wrote:

On Wednesday, April 24, 2013 3:21:05 PM chtrot...@ocrl.org wrote:

I am not sure  if the closed date can be entered the same day and fines
not accrue.

IIRC, in our install the fine generator runs at 23:59 to generate daily
fines, so as long as the entry gets in, it should theoretically work. I
haven't tried that though.

Aaron Z
Jr. Systems Administrator

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







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




Re: [OPEN-ILS-GENERAL] Hold is behind circ desk option

2013-04-22 Thread Tina Ji (Project Sitka)

Hi Elaine,

When "Behind Desk pickup supported" is set to TRUE and "Hold is behind  
Circ Desk" flag is on in the patron record, it will be indicated on  
the hold slip to route the item to Private Hold Shelf. If the "Hold is  
behind Circ Desk" flag is off, it will indicated to route the item to  
Public Hold Shelf.


Tina

Quoting "Hardy, Elaine" :


We do not have that set to true.

What is the expected behavior when it is set to true?

Elaine




J. Elaine Hardy
PINES Bibliographic Projects & Metadata 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





-Original Message-
From: open-ils-general-boun...@list.georgialibraries.org
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of
Tina Ji (Project Sitka)
Sent: Friday, April 05, 2013 12:40 PM
To: Evergreen Discussion Group; Dale, Dawn
Subject: Re: [OPEN-ILS-GENERAL] Hold is behind circ desk option

There is a related library setting: Behind Desk pickup supported. Is it
set up to TRUE?


Quoting "Dale, Dawn" :


In Evergreen 2/3/4 there is an option to click for "Hold is behind
circ desk" in the Edit Patron screen. The place I am referring to is
 the check box that would say that the patron wants you to hold the
book behind the desk.

We have one library in our system that is experimenting with
self-service holds. We went into the Branch Manager?s account and
put a check in that box to state that the patron wants his hold held
 behind the desk. Then he went and placed a hold, then pulled the
hold and captured it. There was no indication on the slip that
alerted the staff to put the hold behind the desk for the patron.

Does anyone know what checking that box on the Edit Patron screen
does, exactly?

Thanks,


Dawn Dale
PINES Helpdesk Manager
Georgia Public Library Service
1800 Century Place
Suite 150
Atlanta, GA 30345
404-235-7136
dd...@georgialibraries.org






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







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




Re: [OPEN-ILS-GENERAL] Hold is behind circ desk option

2013-04-05 Thread Tina Ji (Project Sitka)
There is a related library setting: Behind Desk pickup supported. Is  
it set up to TRUE?



Quoting "Dale, Dawn" :

In Evergreen 2/3/4 there is an option to click for "Hold is behind   
circ desk" in the Edit Patron screen. The place I am referring to is  
 the check box that would say that the patron wants you to hold the   
book behind the desk.


We have one library in our system that is experimenting with   
self-service holds. We went into the Branch Manager?s account and   
put a check in that box to state that the patron wants his hold held  
 behind the desk. Then he went and placed a hold, then pulled the   
hold and captured it. There was no indication on the slip that   
alerted the staff to put the hold behind the desk for the patron.


Does anyone know what checking that box on the Edit Patron screen   
does, exactly?


Thanks,


Dawn Dale
PINES Helpdesk Manager
Georgia Public Library Service
1800 Century Place
Suite 150
Atlanta, GA 30345
404-235-7136
dd...@georgialibraries.org






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




[OPEN-ILS-GENERAL] ***SPAM*** Re: Fwd: Enhancements to billing and handling of lost, long overdue and claims returned items

2013-03-26 Thread Tina Ji (Project Sitka)

Hi Kathy,

It's great to hear your enhancement plan. I love your proposal.

I have some concern of BILL-04, bullet 1. I think the hidden message  
here is that the items are *not* lost when Lost, Long Overdue and  
Claims Returned Items are renewed. If the library settings on voiding  
lost charges are observed, for some libraries, the lost charges will  
be kept (for false lost). I would think the lost charges may be voided  
or controlled by a separate set of library settings. I think libraries  
may have different preference for such "false" lost.


The above applies to bullet 3, too. (Right now at Sitka we don't use  
long overdue.)


Negative bills are our most reported issue. We found more often than  
not the issue was actually caused by staff accidentally voiding  
partially paid bills. The Void All function is the 'culprit'. Now we  
tell our libraries not to use this function, instead, to use the Void  
Billings function.



Tina
Sitka



Quoting Kathy Lussier :


Sorry all!

I forgot to send the link to our full requirements. Here it is!

http://masslnc.cwmars.org/node/2762

Kathy

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



 Original Message 
Subject:Enhancements to billing and handling of lost, long overdue
and claims returned items
Date:   Tue, 26 Mar 2013 16:40:54 -0400
From:   Kathy Lussier 
To: Evergreen General Discussion List




Hi all,

MassLNC has been working on development requirements for enhancements to
Evergreen billing and handling of lost, long overdue, and claims
returned items. We are almost at the point where we are ready to seek
quotes for the project, but I first wanted to share details on what we
are proposing so that we can get feedback from the larger community. I
also would like to hear if these projects overlap with other existing
development projects.  We were happy to hear that PINES has contracted
with ESI to support a long overdue process and scratched that item off
our list. We are also aware of existing code that has been posted to
Launchpad to help deal with some of the negative balances issues
identified in our requirements. I'm hoping any development done for
MassLNC can supplement and make use of  the work that's already been done.

In general, we are looking at the following enhancements:

* Support for no negative balances or conditional negative balances
(i.e. a refund is only applied if a lost book is returned within x
number of months that it was paid.)
* Support for a "Lost and Paid" status that the system automatically
applies once the patron has paid for the lost or long overdue item.
* A permission that will allow renewals on lost, long overdue, and
claims returned items.
* A new penalty for exceeding a count of long overdue items (similar to
the penalty for lost items that was recently submitted for
https://bugs.launchpad.net/evergreen/+bug/1154258).
* Enhancements to the cash reports that distinguishes among payments
made for overdue fines, lost/long overdue items, and grocery bills.
* Enhancements to the billing interface.

Feel free to send along any comments you have on the proposed work.

Kathy

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




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




[OPEN-ILS-GENERAL] ***SPAM*** Re: ***SPAM*** Anyone encountered this: Error loading preferences when opening Copy Editor

2013-03-20 Thread Tina Ji (Project Sitka)

Hi Eva,

Our site reported that after pointing to a new path in profile.ini the  
error disappeared.


Thanks so much!
Tina

Quoting Cerninakova Eva :


Hi Tina,

it reminds me very much the bug we came across some time ago, see
https://bugs.launchpad.net/evergreen/+bug/997284
(although I don´t suppose you have problem with Czech characters ;-)
and the reason in your case would be different).
The only thing which we have found to help is deleting Evergreen client
profile on local disc (I guess deleting of one paticular file from the
profile would be enough, but I don´t know which one).

Eva Cerni?áková





--
Mgr. Eva Cerni?áková
cer...@jabok.cz

Jabok - Vy??í odborná ?kola sociáln? pedagogická a teologická
Knihovna Jabok
Salmovská 8, 120 00 Praha 2
http://knihovna.jabok.cz
Tel.: +420 224 990 157
e-mail: kniho...@jabok.cz

?



Dne 19.3.2013 0:48, Tina Ji (Project Sitka) napsal(a):

Hi everyone,

I wonder whether anyone has ever encountered similar case and may   
help shed some light.


One one of our libraries keeps encountering the following error   
when opening Copy Editor. The same error also shows up when   
changing the value in any field on Copy Editor. After confirming   
the errors, copy records can be created/edited.


Error loading preferences: Could not js-ify the JSON: SyntaxError:   
syntax error.


This happens on one particular computer only with difference staff   
accounts. The staff have uninstalled the staff client, downloaded a  
 new copy of it form our website, and re-installed it. Cache has   
been cleared. But nothing has changed.


The computer runs Windows Vista. The recent change is updating   
Flash and Java. It used to work without any problem.


Any help will be appreciated.

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






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




[OPEN-ILS-GENERAL] ***SPAM*** Anyone encountered this: Error loading preferences when opening Copy Editor

2013-03-18 Thread Tina Ji (Project Sitka)

Hi everyone,

I wonder whether anyone has ever encountered similar case and may help  
shed some light.


One one of our libraries keeps encountering the following error when  
opening Copy Editor. The same error also shows up when changing the  
value in any field on Copy Editor. After confirming the errors, copy  
records can be created/edited.


Error loading preferences: Could not js-ify the JSON: SyntaxError:  
syntax error.


This happens on one particular computer only with difference staff  
accounts. The staff have uninstalled the staff client, downloaded a  
new copy of it form our website, and re-installed it. Cache has been  
cleared. But nothing has changed.


The computer runs Windows Vista. The recent change is updating Flash  
and Java. It used to work without any problem.


Any help will be appreciated.

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




[OPEN-ILS-GENERAL] ***SPAM*** Re: ***SPAM*** Holds in Evergreen and order notifications

2013-02-15 Thread Tina Ji (Project Sitka)
nore him but if enough agree ... well, that's open source.   
And I  love open source and results.





On Wed, Feb 13, 2013 at 2:38 PM, W. Brad LaJeunesse   
mailto:b...@esilibrary.com>> wrote:

Fellow Evergreeners:

At the "future of the staff client" developer meeting Quality   
Assurance (QA) came up repeatedly. This is a serious issue that   
affects every one of us. It obviously affects all users of   
Evergreen, whether staff or customer, but it also greatly affects   
Equinox in that bugs and other software defects increase our support  
 load and also decreases overall satisfaction with the Evergreen   
product. It's an issue we've been deeply concerned about for some   
time.


A few years ago, there was a formal and concerted QA effort. GPLS   
was generous to fund it, and we were making good headway with   
nightly builds, tests, etc. However, with funding cuts and other   
issues becoming priority, QA has largely been ignored and we've all   
felt the result. As a community, we need to correct this.


Equinox would like to be part of the solution and we very much want   
to re-launch and lead the QA effort, but we need the community's   
help and support. We have a formative plan and we have resources we   
can devote, but we need funding to make it happen.


We propose that Jason Etheridge will be responsible for the QA   
project and will direct and manage appropriate Equinox resources.   
Jason will have authority to pull in any Equinox developer (or any   
other personnel/resources), as needed, to get the job done. We   
propose that Equinox devote a total of one FTE to the QA effort as   
well as any server/hardware required. Jason will work closely with   
community stakeholders, coordinate, and make sure Equinox's efforts   
are in line with community needs. We expect, in the least, to have   
nightly builds and increased automated test coverage.


We believe that a 3-month period is enough to get started and see if  
 this effort is fruitful. We're looking for $30,000 to fund a  
3-month  effort. If we're successful, then we'll search for further  
funding  to keep rolling.


I understand budgets are tight and we're all looking for ways to   
make everything fit, but QA is an important and worthwhile project   
and we need your help to make it happen--to make Evergreen better   
for all of us.


If you're interested in making a pledge, just let me know.

Thanks for your consideration.

--
W. Brad LaJeunesse
| President
| Equinox Software, Inc. / The Open Source Experts
| phone: 1-877-OPEN-ILS (673-6457)
| email: b...@esilibrary.com<mailto:b...@esilibrary.com>
| web: http://www.esilibrary.com<http://www.esilibrary.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>





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




[OPEN-ILS-GENERAL] ***SPAM*** Re: View Holds Screen

2012-08-21 Thread Tina Ji (Project Sitka)

We are facing the same issue.

On View Holds screen from a title record, holds can be filtered by  
Pickup (Requesting) Library. If the Filter checkbox is selected, on  
the OU tree you can only select a branch. Our multi-branch libraries  
want to view a list of all holds to be picked up at any branch of  
their library. It would be great if libraries can scale up and down  
the OU tree to view the holds within the selected scope.




Quoting Mike Rylander :


On Tue, Aug 21, 2012 at 11:43 AM, Fiona Borthwick
 wrote:

Hello,

I am hoping someone can help me with this query please.  I may be missing a
setting somewhere but have spent a considerable amount of time looking for
the answer.

Our customer would like to be able to see their own 'system' holds when
using the 'View Holds' option under the 'Actions for this Record' menu.  The
filter option is not really suitable  here as it will only allow them to
filter to one branch.  Ideally they would like to be presented with a full
list of holds for their own system.  We are finding that we can only filter
to the branch or see the entire consortium holds list.


Do you mean "holds that are currently targeting items in my system" or
"holds placed by users who's home library is in my system" or
something else?  OTTOMH, I don't recall if the UI presents a way to do
either of those, but the data is there for both ... but, first we need
to understand the desired outcome.

--
Mike Rylander
 | Director of Research and Development
 | Equinox Software, Inc. / Your Library's Guide to Open Source
 | phone:  1-877-OPEN-ILS (673-6457)
 | email:  mi...@esilibrary.com
 | web:  http://www.esilibrary.com





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




[OPEN-ILS-GENERAL] ***SPAM*** Re: Floating Collections

2012-08-08 Thread Tina Ji (Project Sitka)




There's also the "Suppress Non-Hold Transits Group" library setting,
which could be used to make entire library collections effectively
"float".  The circ lib wouldn't be automatically changing, but the
items wouldn't be springing home either.



This creates lots of items belonging to Library A (with circ_lib of A)  
but staying at Library B with Available status. You really don't know  
where the items are from the catalogue.



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




[OPEN-ILS-GENERAL] ***SPAM*** Re: bookings module - media bookings

2012-01-27 Thread Tina Ji (Project Sitka)

Hi Tara, Gordana & Dan,

I wonder whether any of you ever wait overnight to check out (pick up)  
a "late" reservation.


I have no problem checking out the "late" reservation on the same day  
when it becomes late, but not possible the next morning.


I tried it with both catalogued and non-catalogued resources with the  
same result.


I did step #4. It changes the item's status to Reshelving. It is not  
possible to check in non-catalogued resources.



Since everyone says it works, am I the only one having bad luck? Or  
overnight does cause some issue?


Thanks
Tina


Quoting Gordana Vitez :


Hi everyone,

I think the key...I might be wrong though...is step #4 Dan's checkin  
 after capturing the resource. That seems to be key to eliminating   
the late checkin issue. I will let folks at Niagara know.


Thanks, Dan!!

Gordana


Tara Robertson  1/25/2012 6:23 PM >>>

Hi Dan,

I did the same test that you did on Sitka's production server   
(version 2.0.2) and got the same result as you did.


It worked. Yay! Gordana--did you find the same thing?

Hrm. I wonder if our staff are doing this correctly...

Thanks,
Tara

On Wed, Jan 25, 2012 at 8:20 AM, Gordana Vitez   
 wrote:



Hi Dan,
Thanks for walking through the whole process. I'll go through it on   
our end with some real reservations and see if we're still having   
the late checkout issue or not.
That being said, I think there are things we need to do to the   
booking module in order to make it a really good tool. Some of the   
things Tara mentioned (being able to see who has a booked item   
checked out in their name, being able to see a listing of future   
bookings for an item...just to name a couple) would make it great.   
Do you hear "complaints" like that at Laurentian?

Thanks!
Gordana

Dan Scott  1/25/2012 10:51 AM >>>


On Wed, Jan 25, 2012 at 9:53 AM, Gordana Vitez   
 wrote:

Hi Dan,

I probably should have clarified my language as well. We capture
reservations; however, we still have the same issues with "late pickups" and
have to taken to capturing and checking out at the time the pickup is
expected.


So... I just ran through the following workflow on our Evergreen 2.1
production system:

1. Made an existing item bookable (through Item Status -> Make item bookable)
2. Used "Booking -> Create reservation" to create a reservation for
that item 20 minutes in the future
3. Used "Booking -> Capture resources" to capture the item
4. Used "Circulation -> Check in items" to check in the item (this
wasn't necessary according to the docs, but I wasn't looking at the
docs at the time, so any "transit to reservations" message triggers a
Pavlovian "must check in" response...)
5. Waited 35 minutes, so 15 minutes past the time the item was
supposed to be picked up, then used "Booking -> Pick up reservations"
to show the list of reservations for the target patron. The item in
question was displayed.
6. Selected the item and clicked "Pick up". The item was checked out
to the target patron.
7. Used "Circulation -> Check in items" to return the item.

There are all kinds of qualifiers here; this was the first reservation
for the item, and the first reservation for that patron, and there was
only one concurrent reservation for that patron, and the extra "Check
in" after "Capture" might have thrown things off... but I hit no
roadblocks in terms of checking out a late item.







Tina Ji
Trainer/Help Desk Specialist
BC SITKA Evergreen Implementation
Tel: 604-542-0325



Re: [OPEN-ILS-GENERAL] bookings module - media bookings

2012-01-24 Thread Tina Ji (Project Sitka)

Quoting Dan Scott :


On Tue, Jan 24, 2012 at 12:14:23PM -0800, Tara Robertson wrote:

Thanks! That's how we did things with our manual system: the media booker
would check stuff out and put it on a shelf at circ.

I'd love to hear from anyone else who is using bookings and what your
workarounds are.


For the case of late checkouts, are you capturing the resources first? A
few months ago, after working with one of our libraries to resolve the
same problem - or so I thought - I wrote the following: "bookings are
supposed to be captured (under Bookings -> Capture Resources) before
they're checked out - idea being that the "capture" indicates that the
item has been brought to the special reservations/bookings area from
wherever it might normally live elsewhere in the library. Once the item
is captured, it can be checked out early or late".

I've just asked for confirmation that this does, in fact, resolve the
problem.


Those reservations in question do have capture_time and the items have  
On Reservation Shelf status. The issue is they do not show up on  
Reservation Pick Up screen. When I looked at those records (last  
Friday), some of them still had a couple of days reservation period.



Thanks

Tina Ji
Trainer/Help Desk Specialist
BC SITKA Evergreen Implementation
Tel: 604-542-0325



[OPEN-ILS-GENERAL] Sitka's training manual on Evergreen 2.0

2011-04-28 Thread Tina Ji (Project Sitka)

Hello everyone,

We are very pleased to share our updated training manual on Evergreen 2.0.


HTML version: http://docs.sitka.bclibraries.ca/Sitka/current/html/

PDF version:  
http://docs.sitka.bclibraries.ca/Sitka/current/pdf/Sitka_Training_Manual.pdf


XML files: http://docs.sitka.bclibraries.ca/Sitka/current/sitka_docs_xml.zip

Our document is under Creative Commons license. Feel free to use it in  
the way the license allows.


We will be very glad if it can help you.

Tina Ji
Trainer/Help Desk Specialist
BC SITKA Evergreen Implementation




[OPEN-ILS-GENERAL] ***SPAM*** Re: Evergreen Reports Module

2010-03-01 Thread Tina Ji (Project Sitka)

Hello Mary,

For a subject bibliography report, you may try Bib Records > Flattened  
MARC Fields on the Reporter. It allows you to report on specific tags  
and subfields. It's like the MARC Expert Search with more flexibility.  
The output is kind of "raw", but editing is not hard on Excel/Word.



Tina Ji



Quoting scrlhead...@mts.net:


I totally agree.  I really like being able to create reports that I want but
it seems silly to have to individually create reports for the basic library
stats that we know we will all need.  Eg. I've been trying to figure out how
to create a subject bibliography report and to date have been unsuccessful.
I'm fairly certain there isn't a library that doesn't do this .



Mary Toma
South Central Regional Library
160 Main Street
Box 1540
Winkler, MB R6W 4B4
204-325-5864
204-822-4092
scrlhead...@mts.net





From: open-ils-general-boun...@list.georgialibraries.org
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of
Deanna Frazee
Sent: March 1, 2010 1:28 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Evergreen Reports Module



I would like to see more canned reports for a variety of things,
particularly overdues and stats.  While we can create all of this ourselves,
a canned report for those things that all of us do would be so helpful.



Deanna Frazee

Killeen City Library System

(254) 501-8995

(254) 501-7704 (fax)

dfra...@ci.killeen.tx.us



  _

From: open-ils-general-boun...@list.georgialibraries.org
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of
George Tuttle
Sent: Monday, March 01, 2010 1:24 PM
To: open-ils-general@list.georgialibraries.org
Subject: [OPEN-ILS-GENERAL] Evergreen Reports Module



Hello,



Is anyone out there?



I am trying to network with other Evergreen libraries on a variety of
end-user issues and would like to start by discussing Evergreen's Report
Module.



If changes were to be made in Reports, what changes would you like to see?



George Tuttle

Computer Services Librarian

Piedmont Regional Library System

770-867-2762 x103

770-891-0654 (cell)

770-867-7483 (fax)

 <mailto:gtut...@prlib.org> gtut...@prlib.org








Tina Ji
Trainer/Help Desk Specialist
BC SITKA Evergreen Implementation
Tel: 604-542-0325



Re: [OPEN-ILS-GENERAL] Holds for ILLs on Template bib records

2009-08-20 Thread Tina Ji (Project Sitka)

Hi all,

Mike's "injest" theory may explain my recent experience.

I merged two bib records, one with wait-for-copy holds but no  
available copy, the other with available copy. In my first case, in 10  
min a target copy had been assigned. In my second case, it took 2 days.


I have heard of that after a hold is initially targetted with no  
success, it will be retargetted once only everyday in the following  
days. I am not sure whether this is Sitka particular. But it helps  
explain why it takes longer time.



Tina Ji
Trainer/Help Desk Specialist
BC SITKA Evergreen Implementation



Quoting Mike Rylander :


On Thu, Aug 20, 2009 at 6:36 AM, Sharp,
Chris wrote:

Hi Marlene,


We are trying to place Title holds, and they are for the same org unit
owning the item (we do have branches). We were aware that the
"targeter" was on a 15 minute delay, but the delay in finding the item
is much more than that, sometimes a day or two days


The targeter program sometimes takes much longer than every 15   
minutes.  The script looks to see if the targeter is already   
running (by checking for the existence of the   
/tmp/hold_targeter-LOCK file), and if the lockfile is present, it   
checks again 15 minutes later.  In PINES, depending on the volume   
of holds placed, this can take hours rather than the expected 15   
minutes.




The 15 minute time (well, strictly speaking, the configured
re-targeting run time) is just for re-targeting after the targeting
interval has expired.  Initial targeting occurs when the hold is
placed, so something else is going on here.

I suspect that this is another side-effect of the intermittent ingest
issue that has shown up recently.  If the record fails to ingest
properly then some required data (extracted from the fixed fields, and
used to determine the record type) won't be there and can cause the
targeting to exit early.  There is a more aggressive workaround than
the hourly cleanup (Marlene, this has been proposed to your
consortium, in fact) that we believe will address this until we have
completely pinned down the root cause of this intermittent issue.

--
Mike Rylander
 | VP, Research and Design
 | Equinox Software, Inc. / The Evergreen Experts
 | phone:  1-877-OPEN-ILS (673-6457)
 | email:  mi...@esilibrary.com
 | web:  http://www.esilibrary.com