Re: [OPEN-ILS-GENERAL] Trying to do Overdues.
Thanks Liam for the great information. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org 508-755-3323 ext. 21 From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Whalen, Liam Sent: Tuesday, October 25, 2011 4:12 PM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Trying to do Overdues. This will not send overdue notices to patrons. It will simple create a report that can be emailed to staff, who can then contact patrons about overdue items. In the Staff Client, click the 'Admin' link in the upper right corner: In 'Admin' click the 'Local Administrators' option. In 'Local Administrators' click the 'Reports' option. If you do not have a your Reports folders configured you will need to do so now: http://docs.sitka.bclibraries.ca/Sitka/draft/html/folder.html#report-folder-creating Once you have your folders created, then you click the arrow beside the 'Templates' link in the 'My Folders' section. From here, click on a folder you have setup to store your report templates. There is a link on the right hand side of the screen that says 'Create a new Template for this folder', click that link. This takes you to the reports section. In this section click the 'Sources' drop down menu and choose, the 'Circulation' option. This will cause 'Circulation' to be displayed in the area below the 'Sources' drop down menu. Click the arrow besides 'Circulation' in this display area. This will show you a list of options that can be included in your report, they are ordered alphabetically. Click the 'Patron' option, this will display a number of items in the area to the right of the 'Sources' screen. I'm going to choose the items I used in my report, but you can choose any item you see fit to include in your report. When choosing an item for the report, it is important to look at the 'Data Type' column. If the 'Data Type' is 'link' then you need to look further to find the details you want to display. For instance, under Patron there is a 'Mailing Address' option with a 'Data Type' of link. To get to the Mailing Address details you need to click the the arrow beside 'Patron', which will open up a subset of options to chose from. One of those options is 'Mailing Address' if you click 'Mailing Address' you will now see the actually details for the patrons mailing address displayed to the right. Many of these items have a 'Data Type' of text. Unlike the 'link' data type, the 'text' data type will display useful information in your report. There are other data types that will display useful information. If I come across any while writing this I will make note of them. Ok, back to the report. So, once you have clicked 'Patron' and have the list of items displaying to the right of the 'Sources' screen, you can click double click the 'First Name' option which has a data type of 'text'. This will add 'First Name' to your report. You will see it show up in the 'Display Fields' tab in the bottom section of the screen. After you have double clicked 'First Name' do the same for 'Last Name', 'Daytime Phone', and 'Evening Phone'. Next, click the arrow beside 'Patron', then click the 'Current Library Card' option. In the screen to the right of 'Sources' double click the 'Barcode' option to add the patron's barcode to your report. Now, above the 'Patron' option click the arrow besides 'Circulating Item'. In the items that appear below 'Circulating Item', click the 'Call Number/Volume' option. In the window to the right of 'Sources' click 'Call Number Label' to add the call number to your report. Now, click the 'Circulating Item' link in the 'Sources' window. In the window to the right of Sources, click 'Barcode' to put the item's barcode in your report. There is now a problem with your report. You have two report items named Barcode (the user's barcode and the item's barcode). Click once on the first Barcode in the 'Display Fields' screen. This is the patron's barcode. Then click the 'Alter Display Header' button. This will let you change the name of this field. Change it to Patron Barcode or whatever you feel like. Then click the second Barcode and click 'Alter Display Header' again. Change this Barcode to Item Barcode or whatever your prefer. One last item to add to our report, the Due Date. Click the 'Circulation' link at the top of the tree in the 'Sources' list. Then double click 'Due Date/Time' to add the due date to your report. The Due Date/Time is not a text data type. It is a timestamp data type, which will show you a date and time. If you only want the date to display click the 'Due Date/Time' option in your 'Display Fields' screen, then click the 'Change Transform' button and chose the 'Date' option. Ok, you now have a list of fields for your report
Re: [OPEN-ILS-GENERAL] Trying to do Overdues.
Two points on this particular issue. 1) Is there a way to narrow down your email notifications by Permission Group? For example, you may want to send email notifications to patrons but not staff. Cannot see any way of doing it right now. 2) I went down the Action Triggers route for overdues and set-up a test scenario to pick up one notice which I prepared as a sample. I find that if I go into the Trigger and use the Test option and scan the barcode of the ID which is overdue, I get the notice and a message is added to the patron account. However, I cannot get the same result if I run the action_trigger script. perl action_trigger_runner.pl --osrf-config /openils/conf/opensrf_core.xml --hooks checkout.due perl /openils/bin/action_trigger_runner.pl --osrf-config /openils/conf/opensrf_core.xml --run-pending or even perl /openils/bin/action_trigger_runner.pl --osrf-config /openils/conf/opensrf_core.xml --process-hooks Feels like I'm missing one piece of the puzzle! All on 2.0.10 Thanks Jonathan On 25/10/2011 21:36, Ben Shum wrote: Hi Michelle, In our consortium, we've implemented both email and print notices for overdues (and other types of notices, pre-overdues, holds, etc.) Depending on which version of Evergreen you're using at your library, I think that may alter what method is best to use to implement notices. I believe in 1.6 and earlier, this was mostly accomplished using adapted support scripts. In 2.0 and later, there's a framework called action/trigger (A/T) that controls much of the notification infrastructure. Our production system ended up being a mixture of the two, where all our email notices come from A/T configuration, and all our print notices come from the older legacy support scripts. I'll see if I can dig up any documentation on how this is configured in general. Not sure, but this might be one of those wishlist areas that the Documentation Interest Group is looking for people to contribute written material for. In case your technical support wish to poke around, we used parts of this ESI example to guide us in our initial setup/exploration: http://svn.open-ils.org/trac/ILS-Contrib/browser/ESI-Examples/trunk/notices -- Ben On 10/25/2011 01:45 PM, Michelle Dyer wrote: I have been told that you do your overdues by email to your patrons. But I'm here in Maine can't seem to even get a list of overdues. Is there such thing as a list of overdues. I don't have many patrons with email or access to computers except for here so a list rather then automatic email would work better for us. If anyone has hints, ideas, ect.. that would be most welcome. Thanks a bunch Michelle -- Benjamin Shum Open Source Software Coordinator Bibliomation, Inc. 32 Crest Road Middlebury, CT 06762 203-577-4070, ext. 113 -- Jonathan Field Technical Director, PTFS Europe Limited Content Management and Library Solutions +44 (0) 845 557 5634 (phone) +44 (0) 7919 372002 (mobile) +44 (0) 800 756 6384 (fax) jonathan.fi...@ptfs-europe.com skype: jonathan.field2 http://www.ptfs-europe.com
Re: [OPEN-ILS-GENERAL] Trying to do Overdues.
-Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Dan Wells Sent: October 25, 2011 17:59 To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Trying to do Overdues. Hello Liam, No need to apologize, this is quite the amazing effort! The only thing I would add at first glance is that there is also a specific 'Overdue Circulation' source. If you use that one rather than 'Circulation', it automatically covers the 'due date' and 'checkin time' filters, and also filters out any items which are 'lost' or 'claims-returned'. That was the easier step I was looking for. Thanks for the info! Liam
Re: [OPEN-ILS-GENERAL] Trying to do Overdues.
Hi Jonathan, For point 1, I'm not sure how to set it up to exclude certain groups either. Though now that you mention it, that would be worth learning more about... For point 2: On our system, we have crontab entries that handle all the action/trigger running. Our entries look something like this (seems similar enough to yours): # Nightly action/trigger passive hook event generator 0 3 * * * cd /openils/bin /usr/bin/perl ./action_trigger_runner.pl --osrf-config /openils/conf/opensrf_core.xml --process-hooks /dev/null # Run pending A/T events. 0,15,30,45 * * * * cd /openils/bin /usr/bin/perl ./action_trigger_runner.pl --osrf-config /openils/conf/opensrf_core.xml --run-pending /dev/null From what I understand, the call for --process-hooks generates the notice contents, etc. and this is set to run once nightly. Then the --run-pending one runs every 15 minutes to send out those notices and other on-demand action trigger events. The --hooks option that you mention is used if you split up the various --process-hooks into multiple jobs (if you end up running alot of notices at the same time and they're taking too long). Might be something we'd have to ask in the DEV list for more details from other sys-admins/developers. -- Ben On 10/26/2011 07:16 AM, Jonathan Field wrote: Two points on this particular issue. 1) Is there a way to narrow down your email notifications by Permission Group? For example, you may want to send email notifications to patrons but not staff. Cannot see any way of doing it right now. 2) I went down the Action Triggers route for overdues and set-up a test scenario to pick up one notice which I prepared as a sample. I find that if I go into the Trigger and use the Test option and scan the barcode of the ID which is overdue, I get the notice and a message is added to the patron account. However, I cannot get the same result if I run the action_trigger script. perl action_trigger_runner.pl --osrf-config /openils/conf/opensrf_core.xml --hooks checkout.due perl /openils/bin/action_trigger_runner.pl --osrf-config /openils/conf/opensrf_core.xml --run-pending or even perl /openils/bin/action_trigger_runner.pl --osrf-config /openils/conf/opensrf_core.xml --process-hooks Feels like I'm missing one piece of the puzzle! All on 2.0.10 Thanks Jonathan On 25/10/2011 21:36, Ben Shum wrote: Hi Michelle, In our consortium, we've implemented both email and print notices for overdues (and other types of notices, pre-overdues, holds, etc.) Depending on which version of Evergreen you're using at your library, I think that may alter what method is best to use to implement notices. I believe in 1.6 and earlier, this was mostly accomplished using adapted support scripts. In 2.0 and later, there's a framework called action/trigger (A/T) that controls much of the notification infrastructure. Our production system ended up being a mixture of the two, where all our email notices come from A/T configuration, and all our print notices come from the older legacy support scripts. I'll see if I can dig up any documentation on how this is configured in general. Not sure, but this might be one of those wishlist areas that the Documentation Interest Group is looking for people to contribute written material for. In case your technical support wish to poke around, we used parts of this ESI example to guide us in our initial setup/exploration: http://svn.open-ils.org/trac/ILS-Contrib/browser/ESI-Examples/trunk/notices -- Ben On 10/25/2011 01:45 PM, Michelle Dyer wrote: I have been told that you do your overdues by email to your patrons. But I'm here in Maine can't seem to even get a list of overdues. Is there such thing as a list of overdues. I don't have many patrons with email or access to computers except for here so a list rather then automatic email would work better for us. If anyone has hints, ideas, ect.. that would be most welcome. Thanks a bunch Michelle -- Benjamin Shum Open Source Software Coordinator Bibliomation, Inc. 32 Crest Road Middlebury, CT 06762 203-577-4070, ext. 113 -- Benjamin Shum Open Source Software Coordinator Bibliomation, Inc. 32 Crest Road Middlebury, CT 06762 203-577-4070, ext. 113
Re: [OPEN-ILS-GENERAL] Trying to do Overdues.
Hi Liam, This is great. Already this is a great improvement! Is there anyway to have the Title of the overdue item appear in the report? I can't seem find it buried in the source - if you have any suggestions - it would be appreciated. Thanks, Geoff Brown Library Technician - eResources, NC Libraries and Learning Commons Niagara College, Welland Campus 300 Woodlawn Road Welland, ON L3C 7L3 Tel. (905) 735-2211 Welland x 7731 Fax (905) 736-6021 gebr...@niagaracollege.ca www.niagaracollege.ca/library Forrest, Stuart sforr...@bcgov.net 10/25/2011 5:36 PM Hi This would be a report that I would like to run also. If you could provide me with the steps also it would be greatly appreciated. Thanks Stuart Forrest Library Systems Specialist Beaufort County Library 311 Scott St Beaufort, SC 29902 843 255 6450 For Learning, For Leisure, For Life Sent from Mercury the iPad On Oct 25, 2011, at 14:11, Whalen, Liam liam.wha...@nrcan-rncan.gc.camailto:liam.wha...@nrcan-rncan.gc.ca wrote: I have created an Evergreen report that can be emailed to our staff that shows a list of overdue items for a specific Org Unit. Would something like that be what you are looking for? If it is, then I can post the steps I took to create the report. Liam Whalen Natural Resources Canada Library / Bibliothèque de Ressources naturelles Canada 615 rue Booth Street, 121, Ottawa, ON Canada K1A 0E9 Telephone / Téléphone : 613-995-4180 lwha...@nrcan-rncan.gc.camailto:lwha...@nrcan-rncan.gc.ca Web: http://www.nrcan.gc.ca/library/ From: open-ils-general-boun...@list.georgialibraries.orgmailto:open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Michelle Dyer Sent: October 25, 2011 13:46 To: open-ils-general@list.georgialibraries.orgmailto:open-ils-general@list.georgialibraries.org Subject: [OPEN-ILS-GENERAL] Trying to do Overdues. I have been told that you do your overdues by email to your patrons. But I'm here in Maine can't seem to even get a list of overdues. Is there such thing as a list of overdues. I don't have many patrons with email or access to computers except for here so a list rather then automatic email would work better for us. If anyone has hints, ideas, ect.. that would be most welcome. Thanks a bunch Michelle
Re: [OPEN-ILS-GENERAL] Trying to do Overdues.
-Original Message- From: Geoff Brown [mailto:gebr...@niagaracollege.ca] Sent: October 26, 2011 12:09 To: Whalen, Liam Cc: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Trying to do Overdues. ... Is there anyway to have the Title of the overdue item appear in the report? I can't seem find it buried in the source - if you have any suggestions - it would be appreciated. You can get some basic information here: Circulation - Item - Call Number/Volume - Bibliographic Record :: Simple Record Extracts That has, Title Proper (normalized). If you are using the 'Overdue Circulations' sources as suggested by Dan Wells you can get the same information here: Overdue Circulation - Item - Call Number/Volume - Bibliographic Record :: Simple Record Extracts Liam
Re: [OPEN-ILS-GENERAL] Trying to do Overdues.
-Original Message- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Whalen, Liam Sent: October 26, 2011 12:31 To: Geoff Brown Cc: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Trying to do Overdues. -Original Message- From: Geoff Brown [mailto:gebr...@niagaracollege.ca] Sent: October 26, 2011 12:09 To: Whalen, Liam Cc: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Trying to do Overdues. ... Is there anyway to have the Title of the overdue item appear in the report? I can't seem find it buried in the source - if you have any suggestions - it would be appreciated. You can get some basic information here: Circulation - Item - Call Number/Volume - Bibliographic Record :: Simple Record Extracts That has, Title Proper (normalized). If you are using the 'Overdue Circulations' sources as suggested by Dan Wells you can get the same information here: Overdue Circulation - Item - Call Number/Volume - Bibliographic Record :: Simple Record Extracts This may be more what you are looking for Overdue Circulation - Item - Call Number/Volume - Bibliographic Record :: Indexed Title Field Entries I haven't used that field before, but it is probably the Title as it appears in the MARC, as opossed to my last suggestion which is the title in all lower case. Liam
[OPEN-ILS-GENERAL] Trying to do Overdues.
I have been told that you do your overdues by email to your patrons. But I'm here in Maine can't seem to even get a list of overdues. Is there such thing as a list of overdues. I don't have many patrons with email or access to computers except for here so a list rather then automatic email would work better for us. If anyone has hints, ideas, ect.. that would be most welcome. Thanks a bunch Michelle
Re: [OPEN-ILS-GENERAL] Trying to do Overdues.
I have created an Evergreen report that can be emailed to our staff that shows a list of overdue items for a specific Org Unit. Would something like that be what you are looking for? If it is, then I can post the steps I took to create the report. Liam Whalen Natural Resources Canada Library / Bibliothèque de Ressources naturelles Canada 615 rue Booth Street, 121, Ottawa, ON Canada K1A 0E9 Telephone / Téléphone : 613-995-4180 lwha...@nrcan-rncan.gc.ca Web: http://www.nrcan.gc.ca/library/ From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Michelle Dyer Sent: October 25, 2011 13:46 To: open-ils-general@list.georgialibraries.org Subject: [OPEN-ILS-GENERAL] Trying to do Overdues. I have been told that you do your overdues by email to your patrons. But I'm here in Maine can't seem to even get a list of overdues. Is there such thing as a list of overdues. I don't have many patrons with email or access to computers except for here so a list rather then automatic email would work better for us. If anyone has hints, ideas, ect.. that would be most welcome. Thanks a bunch Michelle
Re: [OPEN-ILS-GENERAL] Trying to do Overdues.
Hi, I am also interested in the process libraries use to send overdue notices and would appreciate the steps. Thanks. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org 508-755-3323 ext. 21 From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Whalen, Liam Sent: Tuesday, October 25, 2011 2:11 PM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Trying to do Overdues. I have created an Evergreen report that can be emailed to our staff that shows a list of overdue items for a specific Org Unit. Would something like that be what you are looking for? If it is, then I can post the steps I took to create the report. Liam Whalen Natural Resources Canada Library / Bibliothèque de Ressources naturelles Canada 615 rue Booth Street, 121, Ottawa, ON Canada K1A 0E9 Telephone / Téléphone : 613-995-4180 lwha...@nrcan-rncan.gc.ca Web: http://www.nrcan.gc.ca/library/ From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Michelle Dyer Sent: October 25, 2011 13:46 To: open-ils-general@list.georgialibraries.org Subject: [OPEN-ILS-GENERAL] Trying to do Overdues. I have been told that you do your overdues by email to your patrons. But I'm here in Maine can't seem to even get a list of overdues. Is there such thing as a list of overdues. I don't have many patrons with email or access to computers except for here so a list rather then automatic email would work better for us. If anyone has hints, ideas, ect.. that would be most welcome. Thanks a bunch Michelle
Re: [OPEN-ILS-GENERAL] Trying to do Overdues.
Hi Liam, It would be great to hear the steps you took to create your overdue report. I think that many of us would find that very interesting. Thanks, Geoff Brown Library Technician - eResources, NC Libraries and Learning Commons Niagara College, Welland Campus 300 Woodlawn Road Welland, ON L3C 7L3 Tel. (905) 735-2211 Welland x 7731 Fax (905) 736-6021 gebr...@niagaracollege.ca www.niagaracollege.ca/library Joan Kranich jkran...@cwmars.org 10/25/2011 2:12 PM Hi, I am also interested in the process libraries use to send overdue notices and would appreciate the steps. Thanks. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org 508-755-3323 ext. 21 From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Whalen, Liam Sent: Tuesday, October 25, 2011 2:11 PM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Trying to do Overdues. I have created an Evergreen report that can be emailed to our staff that shows a list of overdue items for a specific Org Unit. Would something like that be what you are looking for? If it is, then I can post the steps I took to create the report. Liam Whalen Natural Resources Canada Library / Bibliothèque de Ressources naturelles Canada 615 rue Booth Street, 121, Ottawa, ON Canada K1A 0E9 Telephone / Téléphone : 613-995-4180 lwha...@nrcan-rncan.gc.ca Web: http://www.nrcan.gc.ca/library/ From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Michelle Dyer Sent: October 25, 2011 13:46 To: open-ils-general@list.georgialibraries.org Subject: [OPEN-ILS-GENERAL] Trying to do Overdues. I have been told that you do your overdues by email to your patrons. But I'm here in Maine can't seem to even get a list of overdues. Is there such thing as a list of overdues. I don't have many patrons with email or access to computers except for here so a list rather then automatic email would work better for us. If anyone has hints, ideas, ect.. that would be most welcome. Thanks a bunch Michelle
Re: [OPEN-ILS-GENERAL] Trying to do Overdues.
I would love the steps! We have been trying for ages to get something set but have come up empty handed. Thanks so much Michelle
Re: [OPEN-ILS-GENERAL] Trying to do Overdues.
a recurring report you need to select how often it will recur, Every Day, Once a Week, Once a Month. You can modify the number to the left of 'Day/Week/Month' to generate the report at different intervals. You can then choose when you want the report to run. If this is your first time running the report you might want to run it as soon as possible. If that is the case, keep the 'Run as soon as possible' box checked. If you are running it as soon as possible, I would suggest not running it as a recurring report. Instead, run it once as soon as possible, then make a new report and run it at a specific day like the first of the Month, or every Monday, or whatever makes sense for your staff. Next, you choose what email address to which you want the report sent. You can add multiple addresses by separating them with a comma. Note, this only restricts who the report is sent to. In the email that is sent, a ULR to the report will be included, and you can give this URL to anyone with a Staff Client login who can then use their login credentials to view the report. Finally, you need to choose a folder for the reports output. Click one of the folders you created at the start of this process. The folders are to the right of the 'Choose a folder to store this report's output:' text. Take a couple of glances over your report to make sure everything is set properly (is it set to use the right Org Unit?, have you typed now() correctly into the Due Date/Time input box, etc). Once you are sure everything is setup correctly, click the Save Report' button. In a short while the emails you listed in the report should get a message with a link to the report. If you do not want to wait for the email you can click the arrow to the right of the 'Output' link in your 'My Folders' section, then click the folder you chose to save the report output to. Click the checkbox beside your report's name, then make sure the select box reads 'View report output' then click the 'Submit' button. Note it may take a bit for your report to generate, so if your report's name is in the 'Pending Items' section, then wait a minute and click the 'Reload' button to see if your report is now listed in the 'Completed Items' section. If your report is stuck in the 'Pending Items' section then your Clark Kent reporting daemon is probably not running, and you will have to get your Evergreen admin to start it up. Once you have clicked submit, you will be taken to a new screen. This new screen with give you two options. Tabular Ouptut, and Excel Output. Tabluar Output will display your report as an HTML table, Excel Ouput will let you download an Excel file with your reports details. I realize this is a very long email. I hope it is not to muddled and filled with spelling errors. If you need further explanaiton please ask on the list. Liam From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Joan Kranich Sent: October 25, 2011 14:13 To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Trying to do Overdues. Hi, I am also interested in the process libraries use to send overdue notices and would appreciate the steps. Thanks. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org 508-755-3323 ext. 21 From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Whalen, Liam Sent: Tuesday, October 25, 2011 2:11 PM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Trying to do Overdues. I have created an Evergreen report that can be emailed to our staff that shows a list of overdue items for a specific Org Unit. Would something like that be what you are looking for? If it is, then I can post the steps I took to create the report. Liam Whalen Natural Resources Canada Library / Bibliothèque de Ressources naturelles Canada 615 rue Booth Street, 121, Ottawa, ON Canada K1A 0E9 Telephone / Téléphone : 613-995-4180 lwha...@nrcan-rncan.gc.ca Web: http://www.nrcan.gc.ca/library/ From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Michelle Dyer Sent: October 25, 2011 13:46 To: open-ils-general@list.georgialibraries.org Subject: [OPEN-ILS-GENERAL] Trying to do Overdues. I have been told that you do your overdues by email to your patrons. But I'm here in Maine can't seem to even get a list
Re: [OPEN-ILS-GENERAL] Trying to do Overdues.
report you need to select how often it will recur, Every Day, Once a Week, Once a Month. You can modify the number to the left of 'Day/Week/Month' to generate the report at different intervals. You can then choose when you want the report to run. If this is your first time running the report you might want to run it as soon as possible. If that is the case, keep the 'Run as soon as possible' box checked. If you are running it as soon as possible, I would suggest not running it as a recurring report. Instead, run it once as soon as possible, then make a new report and run it at a specific day like the first of the Month, or every Monday, or whatever makes sense for your staff. Next, you choose what email address to which you want the report sent. You can add multiple addresses by separating them with a comma. Note, this only restricts who the report is sent to. In the email that is sent, a ULR to the report will be included, and you can give this URL to anyone with a Staff Client login who can then use their login credentials to view the report. Finally, you need to choose a folder for the reports output. Click one of the folders you created at the start of this process. The folders are to the right of the 'Choose a folder to store this report's output:' text. Take a couple of glances over your report to make sure everything is set properly (is it set to use the right Org Unit?, have you typed now() correctly into the Due Date/Time input box, etc). Once you are sure everything is setup correctly, click the Save Report' button. In a short while the emails you listed in the report should get a message with a link to the report. If you do not want to wait for the email you can click the arrow to the right of the 'Output' link in your 'My Folders' section, then click the folder you chose to save the report output to. Click the checkbox beside your report's name, then make sure the select box reads 'View report output' then click the 'Submit' button. Note it may take a bit for your report to generate, so if your report's name is in the 'Pending Items' section, then wait a minute and click the 'Reload' button to see if your report is now listed in the 'Completed Items' section. If your report is stuck in the 'Pending Items' section then your Clark Kent reporting daemon is probably not running, and you will have to get your Evergreen admin to start it up. Once you have clicked submit, you will be taken to a new screen. This new screen with give you two options. Tabular Ouptut, and Excel Output. Tabluar Output will display your report as an HTML table, Excel Ouput will let you download an Excel file with your reports details. I realize this is a very long email. I hope it is not to muddled and filled with spelling errors. If you need further explanaiton please ask on the list. Liam From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Joan Kranich Sent: October 25, 2011 14:13 To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Trying to do Overdues. Hi, I am also interested in the process libraries use to send overdue notices and would appreciate the steps. Thanks. Joan Joan Kranich C/W MARS Member Services jkran...@cwmars.org 508-755-3323 ext. 21 From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Whalen, Liam Sent: Tuesday, October 25, 2011 2:11 PM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Trying to do Overdues. I have created an Evergreen report that can be emailed to our staff that shows a list of overdue items for a specific Org Unit. Would something like that be what you are looking for? If it is, then I can post the steps I took to create the report. Liam Whalen Natural Resources Canada Library / Bibliothèque de Ressources naturelles Canada 615 rue Booth Street, 121, Ottawa, ON Canada K1A 0E9 Telephone / Téléphone : 613-995-4180 lwha...@nrcan-rncan.gc.ca Web: http://www.nrcan.gc.ca/library/ From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Michelle Dyer Sent: October 25, 2011 13:46 To: open-ils-general@list.georgialibraries.org Subject: [OPEN-ILS-GENERAL] Trying to do Overdues. I have been told that you do your overdues by email to your patrons. But I'm here in Maine can't seem to even get a list
Re: [OPEN-ILS-GENERAL] Trying to do Overdues.
Sorry about the horrible spelling. I was running it through the spell checker, but I sent it before the check was complete. Liam From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Whalen, Liam Sent: October 25, 2011 16:12 To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Trying to do Overdues. This will not send overdue notices to patrons. It will simple create a report that can be emailed to staff, who can then contact patrons about overdue items. In the Staff Client, click the 'Admin' link in the upper right corner: In 'Admin' click the 'Local Administrators' option. In 'Local Administrators' click the 'Reports' option. If you do not have a your Reports folders configured you will need to do so now: http://docs.sitka.bclibraries.ca/Sitka/draft/html/folder.html#report-folder-creating Once you have your folders created, then you click the arrow beside the 'Templates' link in the 'My Folders' section. From here, click on a folder you have setup to store your report templates. There is a link on the right hand side of the screen that says 'Create a new Template for this folder', click that link. This takes you to the reports section. In this section click the 'Sources' drop down menu and choose, the 'Circulation' option. This will cause 'Circulation' to be displayed in the area below the 'Sources' drop down menu. Click the arrow besides 'Circulation' in this display area. This will show you a list of options that can be included in your report, they are ordered alphabetically. Click the 'Patron' option, this will display a number of items in the area to the right of the 'Sources' screen. I'm going to choose the items I used in my report, but you can choose any item you see fit to include in your report. When choosing an item for the report, it is important to look at the 'Data Type' column. If the 'Data Type' is 'link' then you need to look further to find the details you want to display. For instance, under Patron there is a 'Mailing Address' option with a 'Data Type' of link. To get to the Mailing Address details you need to click the the arrow beside 'Patron', which will open up a subset of options to chose from. One of those options is 'Mailing Address' if you click 'Mailing Address' you will now see the actually details for the patrons mailing address displayed to the right. Many of these items have a 'Data Type' of text. Unlike the 'link' data type, the 'text' data type will display useful information in your report. There are other data types that will display useful information. If I come across any while writing this I will make note of them. Ok, back to the report. So, once you have clicked 'Patron' and have the list of items displaying to the right of the 'Sources' screen, you can click double click the 'First Name' option which has a data type of 'text'. This will add 'First Name' to your report. You will see it show up in the 'Display Fields' tab in the bottom section of the screen. After you have double clicked 'First Name' do the same for 'Last Name', 'Daytime Phone', and 'Evening Phone'. Next, click the arrow beside 'Patron', then click the 'Current Library Card' option. In the screen to the right of 'Sources' double click the 'Barcode' option to add the patron's barcode to your report. Now, above the 'Patron' option click the arrow besides 'Circulating Item'. In the items that appear below 'Circulating Item', click the 'Call Number/Volume' option. In the window to the right of 'Sources' click 'Call Number Label' to add the call number to your report. Now, click the 'Circulating Item' link in the 'Sources' window. In the window to the right of Sources, click 'Barcode' to put the item's barcode in your report. There is now a problem with your report. You have two report items named Barcode (the user's barcode and the item's barcode). Click once on the first Barcode in the 'Display Fields' screen. This is the patron's barcode. Then click the 'Alter Display Header' button. This will let you change the name of this field. Change it to Patron Barcode or whatever you feel like. Then click the second Barcode and click 'Alter Display Header' again. Change this Barcode to Item Barcode or whatever your prefer. One last item to add to our report, the Due Date. Click the 'Circulation' link at the top of the tree in the 'Sources' list. Then double click 'Due Date/Time' to add the due date to your
Re: [OPEN-ILS-GENERAL] Trying to do Overdues.
Hi Michelle, In our consortium, we've implemented both email and print notices for overdues (and other types of notices, pre-overdues, holds, etc.) Depending on which version of Evergreen you're using at your library, I think that may alter what method is best to use to implement notices. I believe in 1.6 and earlier, this was mostly accomplished using adapted support scripts. In 2.0 and later, there's a framework called action/trigger (A/T) that controls much of the notification infrastructure. Our production system ended up being a mixture of the two, where all our email notices come from A/T configuration, and all our print notices come from the older legacy support scripts. I'll see if I can dig up any documentation on how this is configured in general. Not sure, but this might be one of those wishlist areas that the Documentation Interest Group is looking for people to contribute written material for. In case your technical support wish to poke around, we used parts of this ESI example to guide us in our initial setup/exploration: http://svn.open-ils.org/trac/ILS-Contrib/browser/ESI-Examples/trunk/notices -- Ben On 10/25/2011 01:45 PM, Michelle Dyer wrote: I have been told that you do your overdues by email to your patrons. But I'm here in Maine can't seem to even get a list of overdues. Is there such thing as a list of overdues. I don't have many patrons with email or access to computers except for here so a list rather then automatic email would work better for us. If anyone has hints, ideas, ect.. that would be most welcome. Thanks a bunch Michelle -- Benjamin Shum Open Source Software Coordinator Bibliomation, Inc. 32 Crest Road Middlebury, CT 06762 203-577-4070, ext. 113
Re: [OPEN-ILS-GENERAL] Trying to do Overdues.
Actually it seems that DIG members wrote some initial details about Notifications and Action Triggers in the 1.6 documentation. See these links: http://docs.evergreen-ils.org/1.6/draft/html/notifications.html http://docs.evergreen-ils.org/1.6/draft/html/actiontriggers.html -- Ben - Original Message - From: Ben Shum bs...@biblio.org To: open-ils-general@list.georgialibraries.org Sent: Tuesday, October 25, 2011 4:36:27 PM Subject: Re: [OPEN-ILS-GENERAL] Trying to do Overdues. Hi Michelle, In our consortium, we've implemented both email and print notices for overdues (and other types of notices, pre-overdues, holds, etc.) Depending on which version of Evergreen you're using at your library, I think that may alter what method is best to use to implement notices. I believe in 1.6 and earlier, this was mostly accomplished using adapted support scripts. In 2.0 and later, there's a framework called action/trigger (A/T) that controls much of the notification infrastructure. Our production system ended up being a mixture of the two, where all our email notices come from A/T configuration, and all our print notices come from the older legacy support scripts. I'll see if I can dig up any documentation on how this is configured in general. Not sure, but this might be one of those wishlist areas that the Documentation Interest Group is looking for people to contribute written material for. In case your technical support wish to poke around, we used parts of this ESI example to guide us in our initial setup/exploration: http://svn.open-ils.org/trac/ILS-Contrib/browser/ESI-Examples/trunk/notices -- Ben On 10/25/2011 01:45 PM, Michelle Dyer wrote: I have been told that you do your overdues by email to your patrons. But I'm here in Maine can't seem to even get a list of overdues. Is there such thing as a list of overdues. I don't have many patrons with email or access to computers except for here so a list rather then automatic email would work better for us. If anyone has hints, ideas, ect.. that would be most welcome. Thanks a bunch Michelle -- Benjamin Shum Open Source Software Coordinator Bibliomation, Inc. 32 Crest Road Middlebury, CT 06762 203-577-4070, ext. 113
Re: [OPEN-ILS-GENERAL] Trying to do Overdues.
Hi This would be a report that I would like to run also. If you could provide me with the steps also it would be greatly appreciated. Thanks Stuart Forrest Library Systems Specialist Beaufort County Library 311 Scott St Beaufort, SC 29902 843 255 6450 For Learning, For Leisure, For Life Sent from Mercury the iPad On Oct 25, 2011, at 14:11, Whalen, Liam liam.wha...@nrcan-rncan.gc.camailto:liam.wha...@nrcan-rncan.gc.ca wrote: I have created an Evergreen report that can be emailed to our staff that shows a list of overdue items for a specific Org Unit. Would something like that be what you are looking for? If it is, then I can post the steps I took to create the report. Liam Whalen Natural Resources Canada Library / Bibliothèque de Ressources naturelles Canada 615 rue Booth Street, 121, Ottawa, ON Canada K1A 0E9 Telephone / Téléphone : 613-995-4180 lwha...@nrcan-rncan.gc.camailto:lwha...@nrcan-rncan.gc.ca Web: http://www.nrcan.gc.ca/library/ From: open-ils-general-boun...@list.georgialibraries.orgmailto:open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Michelle Dyer Sent: October 25, 2011 13:46 To: open-ils-general@list.georgialibraries.orgmailto:open-ils-general@list.georgialibraries.org Subject: [OPEN-ILS-GENERAL] Trying to do Overdues. I have been told that you do your overdues by email to your patrons. But I'm here in Maine can't seem to even get a list of overdues. Is there such thing as a list of overdues. I don't have many patrons with email or access to computers except for here so a list rather then automatic email would work better for us. If anyone has hints, ideas, ect.. that would be most welcome. Thanks a bunch Michelle
Re: [OPEN-ILS-GENERAL] Trying to do Overdues.
Hello Liam, No need to apologize, this is quite the amazing effort! The only thing I would add at first glance is that there is also a specific 'Overdue Circulation' source. If you use that one rather than 'Circulation', it automatically covers the 'due date' and 'checkin time' filters, and also filters out any items which are 'lost' or 'claims-returned'. Dan On 10/25/2011 at 4:28 PM, Whalen, Liam liam.wha...@nrcan-rncan.gc.ca wrote: Sorry about the horrible spelling. I was running it through the spell checker, but I sent it before the check was complete. Liam From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Whalen, Liam Sent: October 25, 2011 16:12 To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Trying to do Overdues. This will not send overdue notices to patrons. It will simple create a report that can be emailed to staff, who can then contact patrons about overdue items. In the Staff Client, click the 'Admin' link in the upper right corner: In 'Admin' click the 'Local Administrators' option. In 'Local Administrators' click the 'Reports' option. If you do not have a your Reports folders configured you will need to do so now: http://docs.sitka.bclibraries.ca/Sitka/draft/html/folder.html#report-folder-cr eating Once you have your folders created, then you click the arrow beside the 'Templates' link in the 'My Folders' section. From here, click on a folder you have setup to store your report templates. There is a link on the right hand side of the screen that says 'Create a new Template for this folder', click that link. This takes you to the reports section. In this section click the 'Sources' drop down menu and choose, the 'Circulation' option. This will cause 'Circulation' to be displayed in the area below the 'Sources' drop down menu. Click the arrow besides 'Circulation' in this display area. This will show you a list of options that can be included in your report, they are ordered alphabetically. Click the 'Patron' option, this will display a number of items in the area to the right of the 'Sources' screen. I'm going to choose the items I used in my report, but you can choose any item you see fit to include in your report. When choosing an item for the report, it is important to look at the 'Data Type' column. If the 'Data Type' is 'link' then you need to look further to find the details you want to display. For instance, under Patron there is a 'Mailing Address' option with a 'Data Type' of link. To get to the Mailing Address details you need to click the the arrow beside 'Patron', which will open up a subset of options to chose from. One of those options is 'Mailing Address' if you click 'Mailing Address' you will now see the actually details for the patrons mailing address displayed to the right. Many of these items have a 'Data Type' of text. Unlike the 'link' data type, the 'text' data type will display useful information in your report. There are other data types that will display useful information. If I come across any while writing this I will make note of them. Ok, back to the report. So, once you have clicked 'Patron' and have the list of items displaying to the right of the 'Sources' screen, you can click double click the 'First Name' option which has a data type of 'text'. This will add 'First Name' to your report. You will see it show up in the 'Display Fields' tab in the bottom section of the screen. After you have double clicked 'First Name' do the same for 'Last Name', 'Daytime Phone', and 'Evening Phone'. Next, click the arrow beside 'Patron', then click the 'Current Library Card' option. In the screen to the right of 'Sources' double click the 'Barcode' option to add the patron's barcode to your report. Now, above the 'Patron' option click the arrow besides 'Circulating Item'. In the items that appear below 'Circulating Item', click the 'Call Number/Volume' option. In the window to the right of 'Sources' click 'Call Number Label' to add the call number to your report. Now, click the 'Circulating Item' link in the 'Sources' window. In the window to the right of Sources, click 'Barcode' to put the item's barcode in your report. There is now a problem with your report. You have two report items named Barcode (the user's barcode and the item's barcode). Click once on the first Barcode in the 'Display Fields' screen. This is the patron's barcode. Then click the 'Alter Display Header' button
