[OPEN-ILS-GENERAL] Assistance with circulation numbers reports
Good morning. We need to supply IPEDS with the count of initial circulations, that is the number of times our items circulated not including renewals. Any assistance with how to get this number is greatly appreciated. Stay well. -- Trisha Cantwell Keene Associate Director Thorndike Library College of the Atlantic 109 Eden St. Bar Harbor, ME 04609 (207) 801-5661 (207) 288-2328 Fax tcantw...@coa.edu "Google can bring you back a hundred thousand answers. A librarian can bring you back the right one." The Guardian (London)
[OPEN-ILS-GENERAL] Filtered/Unfiltered access in patron record
Could someone explain what is going on with the 'filtered'/'unfiltered' internet access setting in the patron record? What is it's purpose? How does the system filter? What happens? Thanks, Trisha -- Trisha Cantwell Keene Associate Director Thorndike Library College of the Atlantic 109 Eden St. Bar Harbor, ME 04609 (207) 801-5661 (207) 288-2328 Fax tcantw...@coa.edu "Google can bring you back a hundred thousand answers. A librarian can bring you back the right one." The Guardian (London)
Re: [OPEN-ILS-GENERAL] Student Success Working Group Meeting
Will these be archived in some fashion? Thanks, Trisha On Thu, Jun 7, 2018 at 10:24 AM, Jane Sandberg wrote: > Hi colleagues, > > The Evergreen Student Success Working Group will hold its next meeting > on Monday, 25 June. > > It will be held at 10am Pacific / 11am Mountain / 12pm Central / 1pm > Eastern on the Zoom platform. You can use this link to access the > meeting: https://linnbenton.zoom.us/j/938431327. You can also access > the meeting via phone. > > An agenda is here: > https://wiki.evergreen-ils.org/doku.php?id=student_ > success_working_group:agenda_2018-06-25. > Please feel free to add to it, or to let me know of additional topics > you'd like to discuss. > > Student Success Working Group meetings are open to everybody, and have > a particular focus on libraries that serve students at the primary, > secondary, and post-secondary levels. > > -Jane > > -- > Jane Sandberg > Electronic Resources Librarian > Linn-Benton Community College > sand...@linnbenton.edu / 541-917-4655 > Pronouns: she/her/hers > -- Trisha Cantwell Keene Associate Director Thorndike Library College of the Atlantic 109 Eden St. Bar Harbor, ME 04609 (207) 801-5661 (207) 288-2328 Fax tcantw...@coa.edu "Google can bring you back a hundred thousand answers. A librarian can bring you back the right one." The Guardian (London)
[OPEN-ILS-GENERAL] Evergreen client on a Macbook Air
On a Macbook Air, the top row of the Evergreen client page that has the menu *File Edit Search Circulation Cataloging..Admin Help* has disappeared. Would love some guidance in restoring that. Thanks! -- Trisha Cantwell Keene Associate Director Thorndike Library College of the Atlantic 109 Eden St. Bar Harbor, ME 04609 (207) 801-5661 (207) 288-2328 Fax tcantw...@coa.edu "Google can bring you back a hundred thousand answers. A librarian can bring you back the right one." The Guardian (London)
[OPEN-ILS-GENERAL] Automated notices
Is there a log file created if automated notices (overdues, holds etc.) don't go through (because of erroneous email addresses in the patron's record or other issues.) Is there a uniform email address that one could give to IT people to allow emails in through security? Thanks for the help! -- Trisha Cantwell Keene Associate Director Thorndike Library College of the Atlantic 109 Eden St. Bar Harbor, ME 04609 (207) 801-5661 (207) 288-2328 Fax tcantw...@coa.edu "Google can bring you back a hundred thousand answers. A librarian can bring you back the right one." The Guardian (London)
Re: [OPEN-ILS-GENERAL] Reports - circulation count by call number
Thank you Beth. This is great. Take care. Trisha On Tue, Mar 21, 2017 at 11:42 AM, Willis, Beth wrote: > Hi Tricia, > > We have a report template that filters on owning library, checkout date > (range) and copy location. The last filter could easily be dropped if not > relevant for your library. > > I have attached screenshots of our template configuration. > > Please let me know if you have any questions. > > I hope this helps. > Beth > > > > On Wed, Mar 15, 2017 at 3:19 PM, Trisha Cantwell Keene > wrote: > >> Does anyone a report template for a report filtering by library and check >> out date and giving a circulation count by item or grouped by call number? >> >> I have tried changing circulation count by location to 'by call number' >> and thought of trying to add circulation count to an inventory report. >> >> Any help appreciated! Thank you. >> >> >> -- >> Trisha Cantwell Keene >> Associate Director >> Thorndike Library >> College of the Atlantic >> 109 Eden St. >> Bar Harbor, ME 04609 >> >> (207) 801-5661 >> (207) 288-2328 Fax >> tcantw...@coa.edu >> >> "Google can bring you back a hundred thousand answers. A librarian can >> bring you back the right one." The Guardian (London) >> > > > > -- > Beth Willis > Digital & Catalog Librarian > NOBLE, Inc. > 26 Cherry Hill Drive > Danvers, MA 01923 > -- Trisha Cantwell Keene Associate Director Thorndike Library College of the Atlantic 109 Eden St. Bar Harbor, ME 04609 (207) 801-5661 (207) 288-2328 Fax tcantw...@coa.edu "Google can bring you back a hundred thousand answers. A librarian can bring you back the right one." The Guardian (London)
[OPEN-ILS-GENERAL] Reports - circulation count by call number
Does anyone a report template for a report filtering by library and check out date and giving a circulation count by item or grouped by call number? I have tried changing circulation count by location to 'by call number' and thought of trying to add circulation count to an inventory report. Any help appreciated! Thank you. -- Trisha Cantwell Keene Associate Director Thorndike Library College of the Atlantic 109 Eden St. Bar Harbor, ME 04609 (207) 801-5661 (207) 288-2328 Fax tcantw...@coa.edu "Google can bring you back a hundred thousand answers. A librarian can bring you back the right one." The Guardian (London)
[OPEN-ILS-GENERAL] Case sensitivity in title search
We are running version 2.8 and have found searching in the staff client by title is case sensitive, i.e. staff typing in The Polar Express will not retrieve The polar express. We operate with a number of students and we're hoping this changes in later versions. The Opac for patrons operates fine. Thanks in advance. -- Trisha Cantwell Keene Associate Director Thorndike Library College of the Atlantic 109 Eden St. Bar Harbor, ME 04609 (207) 801-5661 (207) 288-2328 Fax tcantw...@coa.edu "Google can bring you back a hundred thousand answers. A librarian can bring you back the right one." The Guardian (London)
[OPEN-ILS-GENERAL] Change in path to Holdings Maintenance screen from 2.3 to 2.8.3
In our earlier install of Evergreen, within our workstation installs, we could scan in a barcode, or type in a title and Evergreen would automatically bring up the Holdings Maintenance screen. We are finding now with 2.8.3 this feature has disappeared. Is it us? Is there a setting we are missing? Or did this feature really go away? Thanks in advance, Trisha -- Trisha Cantwell Keene Associate Director Thorndike Library College of the Atlantic 109 Eden St. Bar Harbor, ME 04609 (207) 801-5661 (207) 288-2328 Fax tcantw...@coa.edu "Google can bring you back a hundred thousand answers. A librarian can bring you back the right one." The Guardian (London)
[OPEN-ILS-GENERAL] Patron renewals and overdue notices
We are running 2.8.3. Some of our libraries would like to turn off the patron's ability to request renewals through their account. We also would like to turn off the automatic email overdue notices by library. Would someone share where those setting are, in Local Admin, Server Admin? Thank you. Trisha Maine Balsam Libraries -- Trisha Cantwell Keene Associate Director Thorndike Library College of the Atlantic 109 Eden St. Bar Harbor, ME 04609 (207) 801-5661 (207) 288-2328 Fax tcantw...@coa.edu "Google can bring you back a hundred thousand answers. A librarian can bring you back the right one." The Guardian (London)
Re: [OPEN-ILS-GENERAL] Inventory Item
We tried this method using the 'lastediteddate' however I was not able to create a report with my limited knowledge and our older version. Given our large workforce of workstudy staff we were able to chose a rather labor intensive method, which has actually worked well for us. We needed to do a lot of quality control maintenance, and that is getting done. We are weeding sections first. We scanned sections into excel sheets and matched the barcodes against an inventory report from Evergreen. We then identified the items which weren't in the inventory list and also those missing. Again, we have fixed a lot of problems which otherwise would go undetected. I expect we will have our 'numbers' by Jan. 1, 2016 at the latest. Further repair and maintenance to catalog and items will likely take longer. We have 3.5 full time professional staff, 20-28 10 hr per week workstudy staff (amazing people these!) and a collection of 45,000. I hope you find this helpful. On Wed, Jul 29, 2015 at 12:41 PM, Tony Bandy wrote: > Hi Scott, > > > > I’m certainly no expert, but we had sort of the same question a few years > ago. Here’s a link to describe some methods that have been done before: > > > > http://markmail.org/message/2yxyv4kwtdxb7h4s > > > > It’s a transcript of a SITKA conversation where they checked-in items > using a wireless laptop, which sets the last edited date…then ran a report > on the system for items whose date did not match this…… > > > > I’ve never tried myself yet, but seems a reasonable approach…maybe other > folks have found a better method? > > > > --Tony > > > > Tony Bandy > > to...@ohionet.org > > OHIONET > > 1500 West Lane Ave. > > Columbus, OH 43221-3975 > > 614-484-1074 (Direct) > > 614-486-2966 x19 > > > > *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: sc...@albright.org > > > > > -- Trisha Cantwell Keene Associate Director Thorndike Library College of the Atlantic 109 Eden St. Bar Harbor, ME 04609 (207) 801-5661 (207) 288-2328 Fax tcantw...@coa.edu "Google can bring you back a hundred thousand answers. A librarian can bring you back the right one." The Guardian (London)
[OPEN-ILS-GENERAL] Report for 'last edited date'.
We are embarking on a collection inventory utilizing Indiana's process. I am in need of the 'last edited date' report. Would someone share so I can create a report template from scratch. Been working on it on my own and can't quite seem to get it correct. Thanks! -- Trisha Cantwell Keene Associate Director Thorndike Library College of the Atlantic 109 Eden St. Bar Harbor, ME 04609 (207) 801-5661 (207) 288-2328 Fax tcantw...@coa.edu "Google can bring you back a hundred thousand answers. A librarian can bring you back the right one." The Guardian (London)
[OPEN-ILS-GENERAL] Is 264 field indexed and visible in 2.5 version?
Are folks still utilizing the 260 for publication/distributor information or can we now use 264? Thanks Trisha -- Trisha Cantwell Keene Associate Director Thorndike Library College of the Atlantic 109 Eden St. Bar Harbor, ME 04609 (207) 801-5661 (207) 288-2328 Fax tcantw...@coa.edu "Google can bring you back a hundred thousand answers. A librarian can bring you back the right one." The Guardian (London)
[OPEN-ILS-GENERAL] Batch editing of Marc records
Hi folks. We are currently with 2.3.5 hoping to upgrade to 2.5.x soon. Is there a method to easily bring up a set of records and then add a subject heading (the same subject heading) to all of them en masse? Would be best to do this earlier ie. 2.3.5 rather than later. Thanks for the help. -- Trisha Cantwell Keene Associate Director Thorndike Library College of the Atlantic 109 Eden St. Bar Harbor, ME 04609 (207) 801-5661 (207) 288-2328 Fax tcantw...@coa.edu "Google can bring you back a hundred thousand answers. A librarian can bring you back the right one." The Guardian (London)
[OPEN-ILS-GENERAL] Item alert message requiring override
We would like to have alert messages on certain circulating items but do not want to have to override everytime the item is checked in or out. Is there a way to turn off the override requirement for item alert messages (that you add to the item record when cataloged?) Thanks, Trisha -- Trisha Cantwell Keene Associate Director Thorndike Library 109 Eden St. Bar Harbor, ME 04609 (207) 801-5661 (207) 288-2328 Fax tcantw...@coa.edu "Google can bring you back a hundred thousand answers. A librarian can bring you back the right one." The Guardian (London)
[OPEN-ILS-GENERAL] Field to put local item information which is searchable.
Almost ready to start using Evergreen yet we still need a field/local item field in which to designate the fund or budget. Would be nice if it was public viewable, however more important to be searchable and reportable. Thanks for your help. Trisha -- Trisha Cantwell Keene Associate Director Thorndike Library 109 Eden St. Bar Harbor, ME 04609 (207) 801-5661 (207) 288-2328 Fax tcantw...@coa.edu "Google can bring you back a hundred thousand answers. A librarian can bring you back the right one." The Guardian (London)
[OPEN-ILS-GENERAL] Evergreen cataloging with OCLC Connexion client
We are an OCLC member library using Connexion client to batch load records into our current, soon- to- be- replaced- with- Evergreen, system. Would love to hear about other OCLC libraries using Evergreen and your cataloging work flow. Thank you in advance. Trisha -- Trisha Cantwell Keene Associate Director Thorndike Library 109 Eden St. Bar Harbor, ME 04609 (207) 801-5661 (207) 288-2328 Fax tcantw...@coa.edu "Google can bring you back a hundred thousand answers. A librarian can bring you back the right one." The Guardian (London)
[OPEN-ILS-GENERAL] Looking for the 'master' of the bookings module
Hi. We are scrutinizing (or trying to) the bookings module for our AV equipment. One of our issues is our multi-part kits, another is letting items go out until the reservation is booked, messages to the library staff, permissions for different groups of patrons. We'd love to speak with someone who may have mastered the module as we attempt to figure out if it's going to meet our needs. Thanks in advance, Trisha -- Trisha Cantwell Keene Associate Director Thorndike Library 109 Eden St. Bar Harbor, ME 04609 (207) 801-5661 (207) 288-2328 Fax tcantw...@coa.edu "Google can bring you back a hundred thousand answers. A librarian can bring you back the right one." The Guardian (London)
[OPEN-ILS-GENERAL] Fields in Marc records used (and not) by Evergreen
Is there a handy, one-stop table that will tell us what fields Evergreen uses for the public catalog display? Thanks, Trisha -- Trisha Cantwell Keene Associate Director Thorndike Library 109 Eden St. Bar Harbor, ME 04609 (207) 801-5661 (207) 288-2328 Fax tcantw...@coa.edu "Google can bring you back a hundred thousand answers. A librarian can bring you back the right one." The Guardian (London)
Re: [OPEN-ILS-GENERAL] Call number searching?
Hi Mike. Is this separate prefix for call numbers available for 2.09? Thanks, Trisha On Fri, May 25, 2012 at 8:34 AM, Mike Rylander wrote: > On Thu, May 24, 2012 at 3:50 PM, Hardy, Elaine > wrote: > > [snip] > > > > > Current versions of Evergreen has functionality that allows you to put > > prefixes into a separate part of the call number. Since we don’t do > that, I > > have not tested to see how the call numbers with separate pre-fixes sort > in > > a call number browse. They should sort with their Dewey number – 001.234 > > Ref001.234 001.345, rather than 001.234 001.345 Ref001.345 for example. > > That's correct. > > > I think there is a script that will automate the process of > retrospectively > > adding the prefix to records. Mike R. probably has info about that. > > > > I'm not aware of such a script currently. Every library will have > slightly different requirements for this, but a baseline example > implementation shouldn't be too difficult to create. Something more > general and configurable would likely be a bigger project. > > -- > 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 > > > > > > > Elaine > > > > > > > > > > > > J. Elaine Hardy > > > > PINES Bibliographic Projects and Metadata Manager > > > > Georgia Public Library Service, > > > > A Unit of the University System of Georgia > > > > 1800 Century Place, Suite 150 > > > > Atlanta, Ga. 30345-4304 > > > > 404.235-7128 > > > > 404.235-7201, fax > > > > > > > > eha...@georgialibraries.org > > > > www.georgialibraries.org > > > > http://www.georgialibraries.org/pines/ > > > > > > > > From: open-ils-general-boun...@list.georgialibraries.org > > [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of > > Nancy Grant > > Sent: Thursday, May 24, 2012 12:49 PM > > To: open-ils-general@list.georgialibraries.org > > Subject: [OPEN-ILS-GENERAL] ***SPAM*** Call number searching? > > > > > > > > One call number searching is in the quick search, but brings up a shelf > > browser - as far as I can figure out. > > > > We have a need in K-12 libraries for call number searching combined with > key > > word searching. > > > > Patron wants poster about civil rights or "what videos do you have on > war?" > > or "I need a list of audio books appropriate for 7th graders." > > > > While the search filters help for some of this (if the item has been > > completely and correctly cataloged with item type), it still would be > handy > > to have call number added to the search input choices. > > > > Call number searching in the advanced classed only allows text-free call > > numbers, eliminating all our call numbers for non-book items (posters, > AV, > > DVDs, etc) > > > > Originally we added words as the first line of the call numbers because > > these items are located in their own sections and we do inventory a > section > > at a time, limiting the inventory list to the call numbers for that > section. > > > > Nancy B. Grant > > Balsam > > > -- Trisha Cantwell Keene Associate Director Thorndike Library 109 Eden St. Bar Harbor, ME 04609 (207) 801-5661 (207) 288-2328 Fax tcantw...@coa.edu "Google can bring you back a hundred thousand answers. A librarian can bring you back the right one." The Guardian (London)
Re: [OPEN-ILS-GENERAL] Cataloging Audio Visual equipment
Elaine, Thanks so much for your info! My other question is how does Evergreen handle indexing of the call number assigned - the ultimate question being how easily are those records found by patrons when they search. Does Evergreen index the call numbers so a keyword search can be done? Thanks!! Trisha On Mon, May 14, 2012 at 3:15 PM, Hardy, Elaine wrote: > PINES catalogers catalog equipment for circulation frequently. However, we > do our original cataloging on OCLC and bring the record into PINES. We > don’t catalog directly into PINES unless the item is ephemeral in nature > and won’t be retained. > > ** ** > > The Type would be r : “Three-dimensional artifact or naturally occurring > object. Models, dioramas, games, puzzles, simulations, sculptures and other > three-dimensional art works, exhibits, machines, clothing, toys, and > stitchery.” See http://www.oclc.org/bibformats/en/fixedfield/type.shtmand > http://www.loc.gov/marc/bibliographic/bdleader.html > > ** ** > > Call numbers are up to individual libraries in PINES and are dependent on > the needs of their patrons and the library staff. So we see a wide > variation in how equipment and realia are classified. Some use AV, some are > specific – 16MM projector, some are just EQUIPMENT. > > ** ** > > ** ** > > Elaine > > > > ** ** > > J. Elaine Hardy > > PINES Bibliographic Projects and Metadata Manager > > Georgia Public Library Service, > > A Unit of the University System of Georgia > > 1800 Century Place, Suite 150 > > Atlanta, Ga. 30345-4304 > > 404.235-7128 > > 404.235-7201, fax > > ** ** > > eha...@georgialibraries.org > > www.georgialibraries.org > > http://www.georgialibraries.org/pines/**** > > ** ** > > *From:* open-ils-general-boun...@list.georgialibraries.org [mailto: > open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Trisha > Cantwell Keene > *Sent:* Monday, May 14, 2012 10:57 AM > *To:* open-ils-general@list.georgialibraries.org > *Subject:* [OPEN-ILS-GENERAL] Cataloging Audio Visual equipment > > ** ** > > Is anyone cataloging and circulating audio visual equipment with Evergreen? > > If so, would you share what you are using for a fixed field 'type'? > > We are interested in putting these records in the first time ( ;D) in such > a way that our patrons will have a filter or an easy way to locate all the > AV equipment in the catalog. How will they be able to search just for AV? > By call number, call number prefix. > > Thanks for all suggestions etc. > Trisha > > > -- > > Trisha Cantwell Keene > Associate Director > Thorndike Library > 109 Eden St. > Bar Harbor, ME 04609 > > (207) 801-5661 > (207) 288-2328 Fax > tcantw...@coa.edu > > "Google can bring you back a hundred thousand answers. A librarian can > bring you back the right one." The Guardian (London) > > ** ** > -- Trisha Cantwell Keene Associate Director Thorndike Library 109 Eden St. Bar Harbor, ME 04609 (207) 801-5661 (207) 288-2328 Fax tcantw...@coa.edu "Google can bring you back a hundred thousand answers. A librarian can bring you back the right one." The Guardian (London)
[OPEN-ILS-GENERAL] Cataloging Audio Visual equipment
Is anyone cataloging and circulating audio visual equipment with Evergreen? If so, would you share what you are using for a fixed field 'type'? We are interested in putting these records in the first time ( ;D) in such a way that our patrons will have a filter or an easy way to locate all the AV equipment in the catalog. How will they be able to search just for AV? By call number, call number prefix. Thanks for all suggestions etc. Trisha -- Trisha Cantwell Keene Associate Director Thorndike Library 109 Eden St. Bar Harbor, ME 04609 (207) 801-5661 (207) 288-2328 Fax tcantw...@coa.edu "Google can bring you back a hundred thousand answers. A librarian can bring you back the right one." The Guardian (London)
[OPEN-ILS-GENERAL] 856 field conversion
We are in the preliminary stages of converting from Athena (Now a Follett software product) to Evergreen. Does Evergreen handle 856 field conversions nicely? How does Evergreen handle 856 linking to outside urls? Well? clunky? horribly? Thanks in advance. Trisha -- Trisha Cantwell Keene Associate Director Thorndike Library 109 Eden St. Bar Harbor, ME 04609 (207) 801-5661 (207) 288-2328 Fax tcantw...@coa.edu "Google can bring you back a hundred thousand answers. A librarian can bring you back the right one." The Guardian (London)
[OPEN-ILS-GENERAL] Records displaying in the catalog
New to Evergreen and as we contemplate converting our records I am curious about how people handle ebook and serial records which don't need barcodes. Is it possible to add records to the catalog and have them display to the public without adding items? Thanks, Trisha -- Trisha Cantwell Keene Associate Director Thorndike Library 109 Eden St. Bar Harbor, ME 04609 (207) 801-5661 (207) 288-2328 Fax tcantw...@coa.edu "Google can bring you back a hundred thousand answers. A librarian can bring you back the right one." The Guardian (London)
[OPEN-ILS-GENERAL] Serials claiming with most recent Evergreen
Hello. Totally new to Evergreen, in fact haven't even implemented it yet... but does the serials module of Evergreen allow for claiming? I.e. will it print a report of missing issues? Thanks for any help. Trisha -- Trisha Cantwell Keene Associate Director Thorndike Library 109 Eden St. Bar Harbor, ME 04609 (207) 801-5661 (207) 288-2328 Fax tcantw...@coa.edu
