[Evergreen-general] Updated Evergreen API deprecation announcement

[Galen Charlton via Evergreen-general]

Hi,

The following Evergreen API methods will be deprecated:


   -

   open-ils.circ.holds.create
   -

   open-ils.circ.holds.create.override
   -

   open-ils.circ.holds.create.batch
   -

   open-ils.circ.holds.create.override.batch


The deprecation will occur in two phases:


   -

   Evergreen 3.13: formal deprecation. Evergreen will warn about use of
   these APIs in its logs.
   -

   The major Evergreen release that follows 3.13: removal of the methods


Any applications using the deprecated APIs should instead use the methods
"open-ils.circ.holds.test_and_create.batch" and/or
"open-ils.circ.holds.test_and_create.batch.override". This switch can and
should be made at any time; it need not wait on the formal deprecation.

For assistance with updating your application, please feel free to raise
questions on the evergreen-dev

mailing list or on the #evergreen IRC channel
.

Additional information and discussion about this deprecation can be found
in bug 1017990 .

This announcement supersedes a previous, retracted announcement that
incorrectly stated that "open-ils.circ.title_hold.is_possible" will be
deprecated. That method will NOT be deprecated

Regards,

Galen
-- 
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Re: [Evergreen-general] Last Day for EG Conference Early Bird Rate!

[Galen Charlton via Evergreen-general]

Hi,

Also, if you need to be invoiced for registrations at the early bird rate,
please send your request to treasu...@evergreen-ils.org by 11:59 p.m. U.S.
Eastern Time. The request should include the name and email address of each
main conference attendee.

If you are also registering anybody for the pre-conference, please indicate
whether they should get an all-day ticket or a ticket for a single session.
If they are registering for a single session, we will also need to know
which one. But note that the registration fee for the pre-conference will
_not_ change tomorrow.

Regards,

Galen

On Thu, Feb 29, 2024 at 8:39 AM Gina Monti via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Hi Everyone,
>
> This is a final notice that the $60 early bird rate for the 2024 Evergreen
> Online International Conference will end today and full rate will apply
> tomorrow.
>
> Click here to register:
> https://site.pheedloop.com/event/evergreenconference2024/home/
>
> --
> Gina Monti (she/her)
> Evergreen Systems Manager
> Bibliomation, Inc.
> (203) 577-4070 ext. 109
> English, American Sign Language
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>


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Re: [Evergreen-general] [Evergreen-catalogers] Using Z39.50 to Import Authority Records

[Galen Charlton via Evergreen-general]

Hi Will,

Development would be required for Evergreen to directly import authority
records from a Z39.50 target. Most of the infrastructure is in place, but
to take it all the way, it would be necessary to teach Evergreen:

- how to set up the attributes specifically used for authority record search
- how to save the authority record while avoiding duplicates
- to distinguish between Z39.50 profiles for bibs vs authorities

There didn't seem to be a bug about this in Launchpad, so I've opened a new
one: https://bugs.launchpad.net/evergreen/+bug/2054453

In the meantime, MarcEdit's Z39.50 client is capable of searching NAF and
SAF from LC's Z39.50 server. You can do it directly by setting it up as a
Z39.50 search database, although MarcEdit isn't great at display the search
results (it seems to assume that the client is used only for searching bib
records). MarcEdit's headings validation tool can also search and download
the authority records needed to authorize headings in a bib file.

Regards,

Galen

On Tue, Feb 20, 2024 at 10:34 AM Szwagiel, Will via Evergreen-catalogers <
evergreen-catalog...@list.evergreen-ils.org> wrote:

> Good morning,
>
> A member of our Cataloging Committee was inquiring about the possibility
> of using Z39.50 to import authority records in Evergreen.  It appears that
> the Library of Congress provides Z39.50 access to authority records,
> according to this FAQ:
>
> https://authorities.loc.gov/help/auth-faq.htm#3
>
> "*5) Does the Library of Congress provide Z39.50 access to authority
> records?*
>
> *Yes.* Z39.50 access to authority records is available (database updated
> weekly). Information on configuring Z39.50 access to the Name Authority
> File and the Subject Authority File is available from the LC Z39.50
> Server Configuration Guidelines 
> ."
>
> That link takes you to the configuration guidelines here:
>
>
> https://www.loc.gov/z3950/lcserver.html
>
>
> However, while we know that we can add Z39.50 servers to Evergreen for
> bibliographic records, we are not sure about authority records.  Is this
> something that is possible in Evergreen?  And if so, have any of you done
> it (or are doing it)?  How has it worked out for you?
>
>
> Another librarian mentioned that this impacts the access points for
> everything in the catalog.  Has this proven to be an issue for you in any
> way?
>
>
> Thank you in advance for sharing any insight you might have.
>
> *William C. Szwagiel*
>
> NC Cardinal Project Manager
>
> State Library of North Carolina
>
> william.szwag...@ncdcr.gov | 919.814.6721
>
> https://statelibrary.ncdcr.gov/services-libraries/nc-cardinal
>
> 109 East Jones Street  | 4640 Mail Service Center
>
> Raleigh, North Carolina 27699-4600
>
> The State Library is part of the NC Department of Natural & Cultural
> Resources.
>
> *Email correspondence to and from this address is subject to the North
> Carolina Public Records Law and may be disclosed to third parties.*
>
>
>
> --
>
> Email correspondence to and from this address may be subject to the North
> Carolina Public Records Law and may be disclosed to third parties by an
> authorized state official.
> ___
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>


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phone: 877-OPEN-ILS (673-6457)
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[Evergreen-general] New core committer: Stephanie Leary

[Galen Charlton via Evergreen-general]

Hi,

I am proud to announce that my colleague Stephanie Leary of the Equinox
Open Library Initiative has been named as a core committer to the Evergreen
Project.

Stephanie has already made significant contributions to Evergreen's user
interfaces and accessibility and leads the User Interface Interest Group. I
look forward to her continuing efforts to improve the user experience for
all Evergreen users.

If you are new to the project and want to learn more about what a core
committer does, please see here
 and
here

.

Regards,

Galen
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Implementation and IT Manager
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https://www.equinoxOLI.org
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Re: [Evergreen-general] Sharing plans for changing library selector in Angular staff catalog

[Galen Charlton via Evergreen-general]

Hi,

On Mon, Jan 22, 2024 at 5:57 PM Lussier, Kathy 
wrote:
> It sounds like an option is in order then, and I'm now wondering
> if a global flag is appropriate or something that allows us to
> determine staff catalog visibility on an OU by OU basis.

Various options I see are.

[1] As Jason Stephenson suggested, adding a staff_visible column to
actor.org_unit. However, if this is intended to have similar semantics to
the opac_visible column - i.e., to suppress results from the staff catalog
_search results_ additional work would be needed for the search engine.
[2] Adding a "deleted" column to actor.org_unit to signify that the OU no
longer exists. Logical deletion would allow certain types of information to
be retained for historical reporting, but would require touching (at
minimum) all of the org unit selectors.
[3] Adding an "active" column to actor.org_unit. This would be
intentionally softer than a "deleted" column, with the idea being that if
an OU needs to be deleted, to go through the trouble of fully deleting it
from the database. This option would also require touching all of the org
unit selectors.
[4] If the concern is more about the visibility of the org unit in the
_catalog search form selector_, extending the custom OU tree mechanism.
Probably less effort.
[5] Adding a library setting (tied to the workstation) to list OUs that
should not be included in the selector. Also less effort, and might offer
some nice flexibility  - i.e., somebody at a branch just sees the active
OUs on the selector, while somebody at a central tech services office might
see everything.

As you can see, there's a wide range of effort among these options - and
semantics.

Regards,

Galen
--
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Implementation and IT Manager
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Re: [Evergreen-general] Sharing plans for changing library selector in Angular staff catalog

[Galen Charlton via Evergreen-general]

Hi,

On Mon, Jan 22, 2024 at 12:09 PM Lussier, Kathy via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:
> #2 introduces new behavior that hasn't been used in previous staff
> catalogs. We could not think of a use case where an org unit
> should be invisible in the public catalog when performing a
> search, but should be visible in the staff catalog search. However,
>  if there is one, let us know so that we can add an option,
> most likely a global flag.

I can think of several:

- Library joining a consortium. Most any migration workflow I can imagine
will result in a period of at least a few days, and sometimes longer, where
an OU exists and has holdings attached to it but shouldn't be visible in
the OPAC, but where staff nonetheless need to be able to do staff-side
searches limited to that OU.
- Library opening a new branch with an opening day collection. This could
lead to an even longer period where the OU exists but is not yet ready to
be visible to patrons
- An explicitly hidden or resource collection

Does NOBLE have OUs that are completely disused?

Regards,

Galen
--
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Implementation and IT Manager
Equinox Open Library Initiative
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https://www.equinoxOLI.org
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Re: [Evergreen-general] LP 1948991: Administration Options - Mismatch with headers

[Galen Charlton via Evergreen-general]

Hi,

On Wed, Jan 17, 2024 at 1:34 PM Jennifer Pringle via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> I actually think we should use the names from the menus rather than the
> current headings on the pages.  It sounds like it will be more work but, at
> least for us, those are the names library staff know the interfaces by and
> in most cases the names the interfaces have had for years. Changing them to
> match the headings will also change the order of the menu and in come cases
> split up interfaces that are currently nicely grouped together.
>

I agree with the idea of making the headers of the individual pages match
the names from the menus / landing page links. While thought should also be
given to updating the IDL names of the tables, I generally am biased
towards using human-chosen labels for all interfaces and, in the long run,
leaning rather less on the automatically generated admin pages.


> (and will add the word Configuration to almost every menu item on the
> Server Admin menu)
>

I'm mildly against the idea of adding "Configuration" to every page link -
it's implicit for nearly all of them.

Regards,

Galen
-- 
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Implementation and IT Manager
Equinox Open Library Initiative
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https://www.equinoxOLI.org
phone: 877-OPEN-ILS (673-6457)
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Re: [Evergreen-general] Problems with authorize.net in 3.11?

[Galen Charlton via Evergreen-general]

Hi,

After some more testing, I was able to characterize the problem and wrote
it up here:

https://bugs.launchpad.net/evergreen/+bug/2044197

Regards,

Galen



On Tue, Nov 21, 2023 at 4:19 PM Galen Charlton  wrote:

> Hi Benjamin,
>
> This smells like it might be a problem with something lower down the stack
> that's attempting to make an SSL connection to authorize.net. The
> Evergreen code involved hasn't changed in years, nor has the Perl modules
> that mediate the API calls - but then, that lack of change could well be
> part of the problem.
>
> I would be curious to know things like:
>
> - Linux distribution and version
> - Perl version
> - OpenSSL version
> - Version of Net::SSLeay (as gotten from perl -MNet::SSLeay -e 'print
> $Net::SSLeay::VERSION, "\n"')
>
> Regards,
>
> Galen
>
> On Tue, Nov 21, 2023 at 2:43 PM Murphy, Benjamin via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
>> Has anyone else using 3.10 or 3.11 had issues with credit card payments
>> using authorize.net? PayPal seems fine and we can process test
>> transactions on our 3.9 dev instance, but in 3.11 we repeated get the
>> following message in live or test mode:
>>
>> No x_response_code from server, (HTTPS response: 900 NET OR SSL ERROR )
>> (HTTPS headers: ) (Raw HTTPS content: )
>>
>>
>> *Benjamin Murphy*
>>
>> NC Cardinal Program Manager
>>
>> State Library of North Carolina
>>
>> *benjamin.mur...@dncr.nc.gov  * |
>> https://statelibrary.ncdcr.gov/services-libraries/nc-cardinal
>>
>> 109 East Jones Street  | 4640 Mail Service Center
>>
>> Raleigh, North Carolina 27699-4600
>>
>> The State Library is part of the NC Department of Natural & Cultural
>> Resources.
>>
>> *Email correspondence to and from this address is subject to the North
>> Carolina Public Records Law and may be disclosed to third parties.*
>>
>> Please note new email address
>>
>>
>>
>> --
>>
>> Email correspondence to and from this address may be subject to the North
>> Carolina Public Records Law and may be disclosed to third parties by an
>> authorized state official.
>> ___
>> Evergreen-general mailing list
>> Evergreen-general@list.evergreen-ils.org
>> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>>
>
>
> --
> Galen Charlton
> Implementation and IT Manager
> Equinox Open Library Initiative
> g...@equinoxoli.org
> https://www.equinoxOLI.org
> phone: 877-OPEN-ILS (673-6457)
> direct: 770-709-5581
> 
>


-- 
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Implementation and IT Manager
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https://www.equinoxOLI.org
phone: 877-OPEN-ILS (673-6457)
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Re: [Evergreen-general] Problems with authorize.net in 3.11?

[Galen Charlton via Evergreen-general]

Hi Benjamin,

This smells like it might be a problem with something lower down the stack
that's attempting to make an SSL connection to authorize.net. The Evergreen
code involved hasn't changed in years, nor has the Perl modules that
mediate the API calls - but then, that lack of change could well be part of
the problem.

I would be curious to know things like:

- Linux distribution and version
- Perl version
- OpenSSL version
- Version of Net::SSLeay (as gotten from perl -MNet::SSLeay -e 'print
$Net::SSLeay::VERSION, "\n"')

Regards,

Galen

On Tue, Nov 21, 2023 at 2:43 PM Murphy, Benjamin via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Has anyone else using 3.10 or 3.11 had issues with credit card payments
> using authorize.net? PayPal seems fine and we can process test
> transactions on our 3.9 dev instance, but in 3.11 we repeated get the
> following message in live or test mode:
>
> No x_response_code from server, (HTTPS response: 900 NET OR SSL ERROR )
> (HTTPS headers: ) (Raw HTTPS content: )
>
>
> *Benjamin Murphy*
>
> NC Cardinal Program Manager
>
> State Library of North Carolina
>
> *benjamin.mur...@dncr.nc.gov  * |
> https://statelibrary.ncdcr.gov/services-libraries/nc-cardinal
>
> 109 East Jones Street  | 4640 Mail Service Center
>
> Raleigh, North Carolina 27699-4600
>
> The State Library is part of the NC Department of Natural & Cultural
> Resources.
>
> *Email correspondence to and from this address is subject to the North
> Carolina Public Records Law and may be disclosed to third parties.*
>
> Please note new email address
>
>
>
> --
>
> Email correspondence to and from this address may be subject to the North
> Carolina Public Records Law and may be disclosed to third parties by an
> authorized state official.
> ___
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> Evergreen-general@list.evergreen-ils.org
> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>


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Re: [Evergreen-general] osrf_http_translator - EG 3.11.1 - Cache error and failed transaction begin

[Galen Charlton via Evergreen-general]

Hi,

One other thing that occurred to me: "localhost" resolves to both IPv4 and
IPv6 loopback addresses by default, so it may be a good idea to ensure that
IPv6 is out of the picture by forcing use of 127.0.0.1 for memcdump,
OSRFTranslatorCachedServer, and the cache configuration in opensrf.xml.

I did get the same connection refused error when attempting "memcdump
--servers localhost" on a fresh Bookworm system whose only difference from
stock was having memcached and libmemcached-tools installed. On that box,
"memcdump --servers 127.0.0.1" worked as expected.

Regards,

Galen

On Tue, Oct 24, 2023 at 2:38 PM Galen Charlton  wrote:

> Hi,
>
> On Tue, Oct 24, 2023 at 10:55 AM Josh Stompro via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
>> I have a test system(Copy of production) with EG 3.11.1 running on Debian
>> 11.8 with memcached 1.6.9, that doesn't show this issue.  So I'm leaning
>> towards there being some bug in Memcached in Debian 12.
>>
>
> I tend to agree, though at the moment I suspect libmemcached more than
> memcached itself. From what I've gleaned just now, libmemcached was
> unchanged with the 1.0.18 release from February 2014 until it was picked up
> by a new maintainer in 2020. Bookworm happens to be the first Debian
> release to package the newer version, and Ubuntu was only a few months
> earlier to include it.
>
>
>> Has anyone run into this before?  Any other suggestions for things to
>> look into?  Maybe memcached with verbose logging turned on?
>>
>
> Agreed, bumping up memcached's verbosity may help.
>
> Also, please try this: create a file named
> "0.10253501323116211698110395845" with the contents
> {"ip":"10.0.100.6","jid":"opensrf@private.localhost/open-ils.pcrud_drone_virt-egstaff1_1698110384.796304_2053","service":"open-ils.pcrud"}
> and use memccp to load it into the cache. If a subsequent memcdump fails,
> that would suggest a (weird) data-dependent bug in libmemcached or memached
> itself.
>
> Regards,
>
> Galen
> --
> Galen Charlton
> Implementation and IT Manager
> Equinox Open Library Initiative
> g...@equinoxoli.org
> https://www.equinoxOLI.org
> phone: 877-OPEN-ILS (673-6457)
> direct: 770-709-5581
> 
>


-- 
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Re: [Evergreen-general] osrf_http_translator - EG 3.11.1 - Cache error and failed transaction begin

[Galen Charlton via Evergreen-general]

Hi,

On Tue, Oct 24, 2023 at 10:55 AM Josh Stompro via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> I have a test system(Copy of production) with EG 3.11.1 running on Debian
> 11.8 with memcached 1.6.9, that doesn't show this issue.  So I'm leaning
> towards there being some bug in Memcached in Debian 12.
>

I tend to agree, though at the moment I suspect libmemcached more than
memcached itself. From what I've gleaned just now, libmemcached was
unchanged with the 1.0.18 release from February 2014 until it was picked up
by a new maintainer in 2020. Bookworm happens to be the first Debian
release to package the newer version, and Ubuntu was only a few months
earlier to include it.


> Has anyone run into this before?  Any other suggestions for things to look
> into?  Maybe memcached with verbose logging turned on?
>

Agreed, bumping up memcached's verbosity may help.

Also, please try this: create a file named
"0.10253501323116211698110395845" with the contents
{"ip":"10.0.100.6","jid":"opensrf@private.localhost/open-ils.pcrud_drone_virt-egstaff1_1698110384.796304_2053","service":"open-ils.pcrud"}
and use memccp to load it into the cache. If a subsequent memcdump fails,
that would suggest a (weird) data-dependent bug in libmemcached or memached
itself.

Regards,

Galen
-- 
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Implementation and IT Manager
Equinox Open Library Initiative
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Re: [Evergreen-general] Community Calendar is Now Live

[Galen Charlton via Evergreen-general]

Hi,

I've also updated https://evergreen-ils.org/communicate/calendar/ to add
some instructions on how to subscribe to the calendar.

Regards,

Galen

On Mon, Sep 11, 2023 at 4:36 PM Galen Charlton  wrote:

> Hi,
>
> In the lower right-hand corner of the calendar, the button that looks like
> a plus sign can be used to subscribe to the calendar from Google Workspace.
>
> Regards,
>
> Galen
>
> On Mon, Sep 11, 2023 at 4:25 PM Johnathon Redmon via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
>> How do I subscribe to this to see it on my work google calendar?
>>
>> On Fri, Sep 8, 2023 at 11:04 AM Olivia Blake via Evergreen-general <
>> evergreen-general@list.evergreen-ils.org> wrote:
>>
>>> Hi everyone -
>>>
>>> We're happy to announce that a unified Evergreen Community calendar is
>>> now live and viewable at:
>>>
>>>
>>> https://evergreen-ils.org/communicate/calendar/
>>>
>>> Have fun attending all the meetings you never knew about!
>>>
>>> Do you have any questions? Concerns? Ideas? Please contact the Outreach
>>> Committee (evergreen-outre...@list.evergreen-ils.org).
>>>
>>> Thanks!
>>>
>>> Olivia
>>>
>>>
>>>
>>> Olivia Blake (formerly Scully)
>>> she/her
>>> Help Desk Coordinator
>>>
>>> obl...@biblio.org | (203) 577-4070 x113 <203-577-4070>
>>>
>>> » Help Desk: Open or Check a Ticket 
>>>
>>> [image: Stylized turquoise book with blue swirl around it, above text
>>> reading Bibliomation: Libraries Sharing Computerized Services]
>>> 
>>>
>>> *N.B.: My email address has changed from oscu...@biblio.org
>>>  to obl...@biblio.org  - please
>>> update your contact info for me to ensure uninterrupted communications.
>>> Thank you!*
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>>>
>>
>>
>> --
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>> Technical Services Cataloging Clerk
>> Monticello Union-Township Public Library
>> 321 W. Broadway St.
>> Monticello, IN 47960
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>
>
> --
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> Implementation and IT Manager
> Equinox Open Library Initiative
> g...@equinoxoli.org
> https://www.equinoxOLI.org
> phone: 877-OPEN-ILS (673-6457)
> direct: 770-709-5581
> 
>


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Re: [Evergreen-general] Community Calendar is Now Live

[Galen Charlton via Evergreen-general]

Hi,

In the lower right-hand corner of the calendar, the button that looks like
a plus sign can be used to subscribe to the calendar from Google Workspace.

Regards,

Galen

On Mon, Sep 11, 2023 at 4:25 PM Johnathon Redmon via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> How do I subscribe to this to see it on my work google calendar?
>
> On Fri, Sep 8, 2023 at 11:04 AM Olivia Blake via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
>> Hi everyone -
>>
>> We're happy to announce that a unified Evergreen Community calendar is
>> now live and viewable at:
>>
>>
>> https://evergreen-ils.org/communicate/calendar/
>>
>> Have fun attending all the meetings you never knew about!
>>
>> Do you have any questions? Concerns? Ideas? Please contact the Outreach
>> Committee (evergreen-outre...@list.evergreen-ils.org).
>>
>> Thanks!
>>
>> Olivia
>>
>>
>>
>> Olivia Blake (formerly Scully)
>> she/her
>> Help Desk Coordinator
>>
>> obl...@biblio.org | (203) 577-4070 x113 <203-577-4070>
>>
>> » Help Desk: Open or Check a Ticket 
>>
>> [image: Stylized turquoise book with blue swirl around it, above text
>> reading Bibliomation: Libraries Sharing Computerized Services]
>> 
>>
>> *N.B.: My email address has changed from oscu...@biblio.org
>>  to obl...@biblio.org  - please
>> update your contact info for me to ensure uninterrupted communications.
>> Thank you!*
>> ___
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>> Evergreen-general@list.evergreen-ils.org
>> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>>
>
>
> --
> Johnathon Redmon
> Technical Services Cataloging Clerk
> Monticello Union-Township Public Library
> 321 W. Broadway St.
> Monticello, IN 47960
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>


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[Evergreen-general] Call for volunteers: Evergreen accessibility conformance report planning

[Galen Charlton via Evergreen-general]

Hi,

Following up on a board decision last month, I would like to identify some
volunteers to assist with procuring an accessibility conformance report for
Evergreen's OPAC using the VPAT template.

I've proposed some times for a brief meeting next week:

https://doodle.com/meeting/participate/id/aKQGYgld

The purpose of the meeting will be to:

- identify OPAC interfaces to be evaluated
- identify potential providers of accessibility conformance reports to
request proposals and pricing from
- plan next steps towards making a recommendation to the project board for
proceeding with the accessibility evaluation

Please note that since the Evergreen Project has budgeted for paying for
such a report (although would be very happy to consider a proposal to
donate services to create it), if your organization might be interested in
providing such services, you should consider skipping the planning meeting
in the interest of avoiding a potential conflict of interest. However,
please feel free to let me or Katie Greenlef-Martin know if your
organization may be interested in providing a proposal.

Regards,

Galen
-- 
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Implementation and IT Manager
Equinox Open Library Initiative
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https://www.equinoxOLI.org
phone: 877-OPEN-ILS (673-6457)
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Re: [Evergreen-general] Spine Label Printing - Printing the Part

[Galen Charlton via Evergreen-general]

Hi,

I can confirm that parts are not available to the item label templates.
I've filed a new wishlist bug,
https://bugs.launchpad.net/evergreen/+bug/2025679, to note the lack.

Regards,

Galen

On Mon, Jul 3, 2023 at 12:06 PM Carol Witt via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Hi Benjamin,
>
> We don't see that it's an option, although I'm happy to be corrected by
> another library/system!
>
> As an option, you could include it in your call number in addition to
> adding the part; I know some libraries in our network do that.
>
> Take care,
>
> Carol
>
>
> On Sat, Jul 1, 2023 at 5:46 PM Benjamin Kalish via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
>> How can I include the part in my spine label template? We like to have
>> the part, whether it is a volume number or a year, on our spine labels.
>>
>> Thanks!
>>
>> Benjamin Kalish
>> Cataloger / Technology Librarian
>> Forbes Library Technical Services
>>
>> bkal...@forbeslibrary.org
>> 413-587-1011
>>
>> Support Forbes Library:
>>
>>- Consider giving a gift
>> to Forbes Library
>>- Vote for the Friends of Forbes in the Florence Bank Community Grant
>>Program .
>>- Join the Friends of Forbes today
>>!
>>
>> Currently reading: *Divergence *by C. J. Cherryh
>> Just Finished: *Word Nerd: Dispatches from the Games, Grammar, and Geek
>> Underground by John D. Williams*
>>
>> For information about accessibility at the library, please see:
>> http://forbeslibrary.org/accessibility/
>> ___
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>> Evergreen-general@list.evergreen-ils.org
>> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>>
> ___
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> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>


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[Evergreen-general] Evergreen 3.11.0a available

[Galen Charlton via Evergreen-general]

Hi,

An updated tarball for Evergreen 3.11.0 is available as a "3.11.0a" release
from the downloads page: https://evergreen-ils.org/egdownloads/

This resolves a problem where one of the version-upgrade scripts was
missed. Credit to Josh Stompro for noticing the problem.

Regards,

Galen
-- 
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Implementation and IT Manager
Equinox Open Library Initiative
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https://www.equinoxOLI.org
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Re: [Evergreen-general] Voluntary Product Accessibility Template (VPAT)

[Galen Charlton via Evergreen-general]

Hi,

VPATs are on the agenda (
https://wiki.evergreen-ils.org/doku.php?id=governance:minutes:2023-06-15)
of the TEP board meeting this Thursday, especially given the potential
expense.

While there is no requirement that Accessibility Conformance Reports or
ACRs (to use the more correct term; a VPAT is just a template for an ACR)
be created by third parties, I am of the opinion that at least initially
we're best off getting an evaluation from a person or entity that already
has experience doing them rather than trying a roll-our-own approach. That
could mean a paid contract, but it could also mean working with an in-house
accessibility shop that may be available to a community member and is
willing to donate their time.

Regards,

Galen

On Sun, Jun 11, 2023 at 9:58 AM Jane Sandberg via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> I agree with Benjamin's overview 100%.  Also, I do think that a formal
> VPAT would be a helpful thing for the community to have -- it's an industry
> standard for sure.  This has come up in other open source communities
> I'm in as well.
>
> I'd gladly participate in a group, or convene one, to create a VPAT and
> document the process so that it is repeatable.  Another approach would be
> to contract out to a respected accessibility vendor for a VPAT -- I think
> this could be valuable to get additional expertise from outside the
> community, especially if we could repeat this process on a regular basis
> (for example, every other feature release).
>
> El sáb, 10 jun 2023 a la(s) 12:24, Benjamin Kalish via Evergreen-general (
> evergreen-general@list.evergreen-ils.org) escribió:
>
>> It's several years out of date, but it looks like the Georgia Center for
>> Inclusive Design and Innovation did an Accessibility Evaluation
>> 
>> of Evergreen in June 2019.
>>
>> Accessibility has not always been a focus in the community but has been
>> getting a lot more love lately and I know some of the problems identified
>> in that report have been fixed while others remain.
>>
>> I'm hoping someone else will chime in if there are more current resources
>> we can point you towards.
>>
>> Benjamin Kalish
>> Cataloger / Technology Librarian
>> Forbes Library Technical Services
>>
>> bkal...@forbeslibrary.org
>> 413-587-1011
>>
>> Support Forbes Library:
>>
>>- Consider giving a gift
>> to Forbes Library
>>- Vote for the Friends of Forbes in the Florence Bank Community Grant
>>Program .
>>- Join the Friends of Forbes today
>>!
>>
>> Currently reading: *Divergence *by C. J. Cherryh
>> Just Finished: *Word Nerd: Dispatches from the Games, Grammar, and Geek
>> Underground by John D. Williams*
>>
>> For information about accessibility at the library, please see:
>> http://forbeslibrary.org/accessibility/
>>
>>
>> On Tue, Jun 6, 2023 at 8:36 AM PYF HTMLCSS via Evergreen-general <
>> evergreen-general@list.evergreen-ils.org> wrote:
>>
>>> Hi There,
>>>
>>> I am looking to get evergreen installed in our organization but our IT
>>> department requires a VPAT. I was wondering if Evergreen has one?
>>>
>>> Thanks,
>>>
>>> - Phil
>>> ___
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>>> Evergreen-general@list.evergreen-ils.org
>>> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>>>
>> ___
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>>
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>


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Equinox Open Library Initiative
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Re: [Evergreen-general] Questions are the use of Evergreen's Credit Card Payment Type

[Galen Charlton via Evergreen-general]

Hi,

On Mon, Jun 5, 2023 at 1:55 PM Josh Stompro via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Hello Courtney, If you have access to editing the templates, it looks like
> you can remove the "required" attribute from that form field by editing
> line 49 of templates/staff/circ/patron/t_cc_payment_dialog.tt2
>
>
> https://git.evergreen-ils.org/?p=Evergreen.git;a=blob;f=Open-ILS/src/templates/staff/circ/patron/t_cc_payment_dialog.tt2;hb=72941bf986f059451822badf40aae7135fcbc038#l49
>
> But I don't know if that would take care of it fully or not.  You could
> also edit the default value to insert "N/A" in the form by default.
>

Unfortunately, that won't work - Evergreen requires that _something_ be
present in the approval code field, as otherwise it will refuse to record
the payment. However, it doesn't matter what you put in the field, so long
as it isn't blank.

Regards,

Galen
-- 
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Implementation and IT Manager
Equinox Open Library Initiative
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https://www.equinoxOLI.org
phone: 877-OPEN-ILS (673-6457)
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Re: [Evergreen-general] [Evergreen-catalogers] May Cataloging IG notes

[Galen Charlton via Evergreen-general]

Hi,

On Tue, May 16, 2023 at 1:50 PM Johnathon Redmon via Evergreen-catalogers <
evergreen-catalog...@list.evergreen-ils.org> wrote:

> I probably can't be at the may 19th meeting. Will I be able to get a
> summary or recording later?
>

There will at least be a summary made available. As the May 19th meeting
will be largely organizational, whether to record it will be discussed
during the meeting itself.

Regards,

Galen
-- 
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Implementation and IT Manager
Equinox Open Library Initiative
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https://www.equinoxOLI.org
phone: 877-OPEN-ILS (673-6457)
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[Evergreen-general] New BIBFRAME study group

[Galen Charlton via Evergreen-general]

[No apologies whatsoever for cross-posting]

Following a presentation I gave at the Evergreen Conference and discussion
at the latest meeting of the Cataloging Interest Group, I would like to
announce the formation of a new BIBFRAME Study Group.

The rationale of the group is to

   - Collectively, Evergreen community members should learn more about
   BIBFRAME in order to decide how/if it should be supported in Evergreen
   - There are now more tools and more library experience with it
   - There may be some particular applications we could implement sooner
   rather than later
   - But ultimately: we need to figure out what we don't know yet

The goals and desired outcomes of the group, which is intended to run for
about six months, are:

   - Bring together catalogers and developers
   - Experiment with existing tools
   - Figure out what events / conferences Evergreen libraries should be
   paying attention to
   - Figure out who we should be talking to (especially with respect to
   public libraries and consortia)
   - Create a proof of concept of exporting and importing BIBFRAME
   - Create a discussion paper explaining what Evergreen libraries would
   need from an BIBFRAME implementation
   - Plan for next steps

I have created a new mailing list for the study group. To join, please go
to the following link and hit the "Ask to join group" button:

https://groups.google.com/a/evergreen-ils.org/g/bibframe-study

Here is a Doodle poll for scheduling an organizational meeting for the
study group:

https://doodle.com/meeting/participate/id/dGMNmRya

Regards,

Galen
-- 
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Implementation and IT Manager
Equinox Open Library Initiative
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Re: [Evergreen-general] [Evergreen-dev] OpenSRF 3.2.3 Released

[Galen Charlton via Evergreen-general]

Hi,

On Tue, May 2, 2023 at 4:47 PM Kathy Lussier via Evergreen-dev <
evergreen-...@list.evergreen-ils.org> wrote:
> P.S. If the community ever does consider named releases, I have a whole
> list of cookie names that might be considered, none of which are the
> evil oatmeal raisin cookie.

I shall have to find a reason to use Evil Oatmeal Raisin Cookie as a name,
if only for a fuzz tester or the like.

Regards,

Galen
--
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Implementation and IT Manager
Equinox Open Library Initiative
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[Evergreen-general] Evergreen security releases: 3.8.3, 3.9.2, and 3.10.1

[Galen Charlton via Evergreen-general]

The Evergreen Community announces the release of Evergreen 3.8.3, 3.9.2,
and 3.10.1. These releases are available from the downloads page
.

These releases include various bugfixes as well as fixes for two security
issues. One security fix adds protections for denial of service caused by
excessive catalog searches, while the other adds validation for a URL
parameter used in the public catalog.

*It is recommended that all Evergreen sites upgrade as soon as possible.*

All of these new releases contain additional bug fixes unrelated to the
security issue. For more information on the changes in these releases,
please consult their release notes:

   - 3.8.3
   
   - 3.9.2
   
   - 3.10.1
   


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[Evergreen-general] Changes in Chrome's handling of old tabs

[Galen Charlton via Evergreen-general]

Hi,

I wanted to bring folks' attention to a change to the Chrome browser that
may affect staff workflows.

Specifically, the new "Memory Saver" will cause Chrome to deactivate unused
tabs that have been sitting a while (where, as far as I can tell, a "while"
could mean anywhere from five minutes to an hour). If you go back to one of
the deactivated tabs, Chrome will reload the page from scratch.

If that tab has the Evergreen staff client, while you'll still be logged in
when you open a deactivated tab, other state such as your place in a grid
will not carry over.

I can imagine that this could cause challenges for anybody who is used to a
workflow that involves opening several copies of the staff client in
multiple tabs. For example, if you're working from a large Record Bucket,
paging through it and doing something with each record, a lunch break might
make you lose your place in the bucket.

Chrome does offer an option to specify a list of sites that should not have
their tabs deactivated.

Additional details and commentary can be found here:

[1]
https://support.google.com/chrome/answer/12929150#zippy=%2Cturn-memory-saver-on-or-off%2Ckeep-specific-sites-active
[2]
https://arstechnica.com/gadgets/2023/02/chrome-110-will-automatically-discard-background-tabs-heres-how-to-stop-it/
[3] https://developer.chrome.com/blog/memory-and-energy-saver-mode/

Beyond that, I'd like to ask a question - how are you managing tabs when
using the staff client? Does anybody finish the day with dozens of
Evergreen tabs open?

Regards,

Galen
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Implementation and IT Manager
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Re: [Evergreen-general] Stripe and OPAC Payments

[Galen Charlton via Evergreen-general]

Hi,

You're welcome. I should also mention that one of the points of using
Stripe is ensuring that credit card numbers never pass through the
Evergreen server, thereby significantly simplifying attaining PCI
compliance. The long list of domains to allow is part of the tradeoff.

Of course, nobody can guarantee that Stripe will never get subverted
to the point where their systems distribute malware that would affect
the OPAC stations, but Stripe has every motivation to work hard to
prevent that, as that would be the sort of mistake that would cause
existential problems for their business.

Regards,

Galen

On Wed, Dec 14, 2022 at 9:55 AM John Amundson  wrote:
>
> Thanks, Galen!
>
> That is very helpful.
>
> John
>
> John Amundson | Library Applications Supervisor | CW MARS
>
> jamund...@cwmars.org | 508-755-3323 x322
>
> https://www.cwmars.org
>
> he/him/his
>
>
>
> On Wed, Dec 14, 2022 at 9:53 AM Galen Charlton  wrote:
>>
>> Hi,
>>
>> On Wed, Dec 14, 2022 at 9:40 AM John Amundson via Evergreen-general 
>>  wrote:
>>>
>>> We have one library that wants to allow payments on OPAC-only computers but 
>>> not have them fully open to the internet. We suggested allowing the entire 
>>> *.stripe.com domain through. The library was not comfortable allowing the 
>>> full domain, so I suggested adding the 30 or so domain names that Stripe 
>>> suggests - https://stripe.com/docs/ips.
>>
>>
>> I don't think we have, or can have, any authoritative way to suggest a 
>> subset of Stripe's own list that can be guaranteed to not break the 
>> integration (or not interfere with technical measures that Stripe takes to 
>> detect or combat credit card fraud). The most I can suggest is asking Stripe 
>> directly whether any of the domains on that list (e.g., 
>> dashboard.stripe.com) are not strictly required for the payment integration 
>> itself, as opposed to the websites that the library would need to access in 
>> order to manage their Stripe account.
>>
>> Regards,
>>
>> Galen
>> --
>> Galen Charlton
>> Implementation and IT Manager
>> Equinox Open Library Initiative
>> g...@equinoxoli.org
>> https://www.equinoxOLI.org
>> phone: 877-OPEN-ILS (673-6457)
>> direct: 770-709-5581



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Re: [Evergreen-general] Stripe and OPAC Payments

[Galen Charlton via Evergreen-general]

Hi,

On Wed, Dec 14, 2022 at 9:40 AM John Amundson via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> We have one library that wants to allow payments on OPAC-only computers
> but not have them fully open to the internet. We suggested allowing the
> entire *.stripe.com domain through. The library was not comfortable
> allowing the full domain, so I suggested adding the 30 or so domain names
> that Stripe suggests - https://stripe.com/docs/ips.
>

I don't think we have, or can have, any authoritative way to suggest a
subset of Stripe's own list that can be guaranteed to not break the
integration (or not interfere with technical measures that Stripe takes to
detect or combat credit card fraud). The most I can suggest is asking
Stripe directly whether any of the domains on that list (e.g.,
dashboard.stripe.com) are not strictly required for the payment integration
itself, as opposed to the websites that the library would need to access in
order to manage their Stripe account.

Regards,

Galen
-- 
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Implementation and IT Manager
Equinox Open Library Initiative
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[Evergreen-general] Evergreen 3.10.0 released

[Galen Charlton via Evergreen-general]

Hi,

The 3.10 release team is pleased to announce the release of Evergreen
3.10.0, a major feature release. Evergreen 3.10.0 includes

   - Further Angularization of the acquisitions interfaces
   - Support for the EDI DESADV message for advance shipment notices
   - Support for the Bing Maps API by the geographic sorting feature
   - Improved support for formatting outgoing emails as HTML
   - Support for using Evergreen as an identity provider for OpenAthens
   - Support for Ubuntu 22.04 (Jammy Jellyfish)
   - A new experimental Angular interface for circulation and patron
   management
   - Angularization of various other staff interface

For full details, please consult the release notes
.
To download Evergreen, please visit the downloads page
.

On behalf of the release team:

Jane Sandberg
Michele Morgan
Terran McCanna
Galen Charlton
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[Evergreen-general] Evergreen 3.9.1 released

[Galen Charlton via Evergreen-general]

The Evergreen Community is pleased to announce the release of Evergreen
3.9.1. This release contains bug fixes for the Angular staff catalog,
cataloging, course materials, administration, circulation, the public
catalog, and internationalization.

For more information, please see the release notes:

https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_9.html#_evergreen_3_9_1

Evergreen 3.9.1 can be downloaded from:

https://evergreen-ils.org/downloads/

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Re: [Evergreen-general] Question about buckets and lists

[Galen Charlton via Evergreen-general]

Hi Samantha,

The Merge Patrons function available from patron search results, when
applied to staff members, would move most everything that a departed staff
member owned or touched to the destination staff user - including buckets
and their contents. However, merging a staff user record away can be prone
to timing out at present, particularly for staff members that had mediated
a lot of circulations or edited a lot of records.

Staff patron merges (or using SQL to just move the buckets) can also be
done using direct database access.

Regards,

Galen

On Thu, Sep 8, 2022 at 4:32 PM O'Connor, Samantha via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Good afternoon,
>
>
>
> We’ve run into a question from a member library in NC Cardinal that I’m
> hoping others in the community have dealt with. When a staff member leaves,
> is there any way to transfer their user buckets or hold lists to a new
> account?
>
>
>
> Thanks in advance for any suggestions.
>
>
>
> *Samantha O’Connor*
>
> NC Cardinal Training Specialist
>
> NC Dept. of Natural and Cultural Resources
>
> *samantha.ocon...@ncdcr.gov  *
>
> https://statelibrary.ncdcr.gov/ld/nc-cardinal
>
>
> 109 East Jones Street | 4640 Mail Service Center
> Raleigh, North Carolina 27699-4600
>
> Facebook   Twitter
>   Instagram
>   YouTube
>   Website
> 
>
>
>
> *Email correspondence to and from this address is subject to the North
> Carolina Public Records Law and may be disclosed to third parties.*
>
>
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[Evergreen-general] Server available for community testing of Angular acquisitions work

[Galen Charlton via Evergreen-general]

Hi,


A community test server is available for testing of several projects that
collectively convert the staff interfaces for purchase orders, line items,
and selection lists to Angular. Details of the test server, a link to draft
documentation, and testing notes and guidelines can be found here:

https://docs.google.com/document/d/1N49RCxJxp7Yjqgmy67F4rtbSrH3kd2bouDbeKAg42EY/edit

I hope to have this work merged for inclusion in Evergreen 3.10. Your
testing and feedback will help make that possible.

The work on the test server builds on the original branch by Bill Erickson
(LP1929741) and including work by Tiffany Little on Angularize Load MARC
Order Records (LP1929749) and Line Item Copy Count not updated on
delete/cancel (LP1570623).The other primary contributor to this work is
Equinox Open Library Initiative with project funding provided by the
Evergreen Community Development Initiative.

Regards,

Galen
-- 
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Implementation and IT Manager
Equinox Open Library Initiative
g...@equinoxoli.org
https://www.equinoxOLI.org
phone: 877-OPEN-ILS (673-6457)
direct: 770-709-5581

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Re: [Evergreen-general] Are you using Hold Groups?

[Galen Charlton via Evergreen-general]

Hi,

On Mon, Aug 22, 2022 at 9:50 AM Brandi Sanders via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Ok, someone explain, what are hold groups and what are they used for?
>

Hold Groups are a feature that lets you put together a list of patrons for
which you can then place a set of title-level hold requests on the same
bibliographic record. They can be used for managing holds for book clubs or
new or in-demand items.

More information is available in the Evergreen manual here:
https://docs.evergreen-ils.org/eg/docs/latest/circulation/basic_holds.html#hold_groups

Regards,

Galen
-- 
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Implementation and IT Manager
Equinox Open Library Initiative
g...@equinoxoli.org
https://www.equinoxOLI.org
phone: 877-OPEN-ILS (673-6457)
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Re: [Evergreen-general] Auto disable/enable hotspots - Franklin Pintrac - mobile beacon

[Galen Charlton via Evergreen-general]

Hi Josh,

Action Trigger events that use the CallHTTP reactor [1] might be able to
help automate disabling and enabling the hotspots.

The SMS confirmation bit suggests that writing a new reactor might be in
order, however, as would trying to convince Pintrack to publish an API.
Otherwise, the reverse engineering clause in the MDM's clickwrap agreement
suggests official support for what you want to do may not be desired by
Franklin.

Regards,

Galen

[1]
https://docs.evergreen-ils.org/eg/docs/latest/admin/actiontriggers.html#reactors

On Fri, Aug 5, 2022 at 9:22 AM Josh Stompro via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Hello, we are using Mobile Beacon to provide service for hotspots for
> checkout, and since we are using Franklin T9/T10 hotspots, we can make use
> of Franklin's pintrac MDM to configure and manage them.
>
> We currently are manually disabling them when they are a few days overdue,
> and then manually re-enabling them.  As with any repeated task, it gets old
> having to do that over and over again.  And it means that there are delays
> for staff and customers when hotspots are returned outside of normal office
> hours.
>
> Pintrac doesn't publish their API, but it isn't too hard to figure out
> using developer mode to watch the requests being sent.  They require an SMS
> code for each login, which makes it a little trickier.  But I'm sure there
> is a way to handle that with google voice or twilio.
>
> I'm wondering if anyone has already done the work to create a process to
> automatically disable the hotspots when they are overdue, and then
> automatically re-enabled them once they are returned?  Or if anyone else is
> interested in this same thing, maybe we could collaborate on a solution?
>
> We make use of a bug/feature of the hotspots, where if you set the
> SSID/Network name to a string longer than 32 characters, the network name
> still gets displayed, but the wifi doesn't work anymore.  So the Device
> will display the name, but stop working.  It makes it easy for customers to
> see on the device what the problem is.
>
> Thanks
> Josh
> [image: Company logo]
> *Josh Stompro*
> IT Director
> stomp...@gsuite.larl.org | 218-233-3757 ext. 139 | 218-790-2110
> *Lake Agassiz Regional Library *
> 118 5th ST S
> Moorhead MN 56560
> www.larl.org
> *Our mission is to enrich lives and strengthen communities.*
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>


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Equinox Open Library Initiative
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https://www.equinoxOLI.org
phone: 877-OPEN-ILS (673-6457)
direct: 770-709-5581

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[Evergreen-general] Job posting - Front End Developer

[Galen Charlton via Evergreen-general]

*Front End Developer (Remote, United States)*

*Salary: *High $60,000s to mid $70,000s; Commensurate with education and
experience.

Equinox Open Library Initiative is looking for a Front End Developer to
join our team! We are seeking a creative and motivated individual with
experience developing and implementing user-friendly websites, interfaces,
and applications. Do you have a portfolio of exciting, engaging, and
intuitive projects? Are you passionate about open source technologies and
libraries? Apply today!

The Front End Developer is responsible for developing websites, interfaces,
and applications across Equinox's products and services. This person will
create and maintain visually appealing, responsive, and
accessible interfaces featuring user-friendly design, clear navigation,
and optimal user experience.

The ideal candidate must be self-motivated, collaborative, and demonstrate
the ability to successfully complete projects and meet deadlines with
efficiency, skill, and attention to detail.

*Responsibilities: *

   - Responsible for developing front end projects across multiple
   platforms. Identify and recommend opportunities to enhance and optimize the
   user experience. Project examples include: Building and improving
   websites and applications, migrating interfaces across frameworks,
   preparing patches for submission to open source communities, UI/UX
   consulting and testing, creating and implementing technical designs.
   - Perform QA, UX, and accessibility tests and use tools to evaluate and
   monitor performance. Create internal and external reports and provide
   progress updates.
   - Work with product, design, and community partners to design projects
   which support user needs and workflows. Participate in open source
   communities and professional activities. Write and/or review end-user
   documentation and contribute to educational resources.
   - Build and maintain positive relationships with colleagues, clients,
   and partners. Actively contribute ideas, creative projects, innovations,
   and feedback as a member of Equinox's development team. May supervise
   and/or coordinate work with subcontractors.

*Requirements:*

   - Bachelor's degree or equivalent combination of education and experience
   - 3 - 5 years of experience working in a similar position with a
   portfolio of relevant projects
   - Experience working with HTML/XHTML, CSS, JavaScript, PHP, Linux
   command line
   - Ability to meet design specifications, create and/or follow
   instructions and wireframes, demonstrate close attention to detail, work
   iteratively, and give and receive feedback
   - Ability to manage deadlines in a fast-paced environment and prioritize
   effectively
   - Ability to demonstrate initiative and quickly learn new technologies
   and frameworks
   - Experience with modern version control, testing, and continuous
   integration practices
   - Effective communication skills, in person, by phone and email, and via
   remote platforms
   - Demonstrated ability to manage work assignments within project scope
   and on schedule

Experience with the following technologies and frameworks:

   - Angular
   - AngularJS
   - Dojo
   - Laminas
   - Bootstrap
   - JSON and XML-based web services

*Preferred Qualifications:*

   - Experience developing open source projects and participating in open
   source communities
   - Experience working on accessible projects and accessibility remediation
   - Experience presenting and developing resources related to UI/UX
   - Experience working as a member of a remote organization
   - Experience working in a library technology role or with library clients

*Additional Information:*

This job description is intended to provide a representative list of the
essential functions of the position. Specific assignments and duties may
vary based on program and business needs.

Offers of employment are contingent upon the successful completion of
reference and background checks and verification of eligibility to work in
the United States (E-Verify).

*About Equinox:*

Equinox Open Library Initiative is a mission-driven nonprofit organization
dedicated to providing innovative open source software and expert
technology services for libraries worldwide. Equinox offers a full range of
services to libraries, including support for Evergreen ILS, Koha ILS,
Fulfillment ILL, CORAL ERM, SubjectsPlus, WordPress, and more. Services
include software development, migration and implementation, consulting,
training and education, IT management, hosting and support.

Equinox is fully remote with team members across the United States.
Employees receive paid holidays and vacation time, flexible work schedules,
health insurance, retirement, and additional benefits.

Equinox values the ideas, perspectives, and contributions of individuals
from all backgrounds and experiences. All qualified applicants, including
minorities, women, protected veterans, and individuals with 

Re: [Evergreen-general] OCLC's Real-time availability functionality with Evergreen?

[Galen Charlton via Evergreen-general]

Hi,

On Thu, Jun 30, 2022 at 3:14 PM Elaine Hardy via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> I haven't looked at this feature in awhile, but if I recall correctly,
> they weren't able to do real time availability  in a consortial environment
> with a shared catalog. That might have changed since it first rolled out.
>

Evergreen does expose APIs that would allow OCLC to answer the question
"does library X currently have available copies of for title Y?" In fact,
Evergreen's Z39.50 server could be configured to support that. If their
real-time availability check doesn't currently support Evergreen - and OCLC
wishes to improve their product by adding such support - we could provide
technical details of how to make it happen.

Regards,

Galen
-- 
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Implementation and IT Manager
Equinox Open Library Initiative
g...@equinoxoli.org
https://www.equinoxOLI.org
phone: 877-OPEN-ILS (673-6457)
direct: 770-709-5581

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[Evergreen-general] Evergreen Maintenance Releases 3.7.3 and 3.8.1 Available

[Galen Charlton via Evergreen-general]

Hi,

The Evergreen Community is pleased to announce the releases of Evergreen
3.7.3 and 3.8.1. These new releases contain bug fixes for the Angular staff
catalog, Bootstrap OPAC, circulation, and other areas.

The 3.7.3 release will be the last feature and bugfix release in the 3.7.x
series. Security support for 3.7.x will continue through July 2022.

A full list of fixes can be seen in the Release Notes for 3.7.3

and 3.8.1

.

The Evergreen Community wishes to thank the 36 individuals who contributed
code, testing, and documentation to these releases. Thank you to everyone
who works to make Evergreen better!

Full download information is available on the Evergreen downloads
 page.
Regards,

Galen
-- 
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Implementation and IT Manager
Equinox Open Library Initiative
g...@equinoxoli.org
https://www.equinoxOLI.org
phone: 877-OPEN-ILS (673-6457)
direct: 770-709-5581

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Re: [Evergreen-general] Circulation Limit Groups

[Galen Charlton via Evergreen-general]

Hi,

On Fri, May 20, 2022 at 3:55 PM Galen Charlton  wrote:

> Here's an example I worked through. Suppose that you don't want a patron
> to check out more than one musical score at a time, but your circ modifier
> and/or shelving location structure doesn't give you a way to identify
> scores at the point of checkout.
>

Whoops, I meant if you wanted to limit the patron to _two_ musical scores.

Regards,

Galen
-- 
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Implementation and IT Manager
Equinox Open Library Initiative
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https://www.equinoxOLI.org
phone: 877-OPEN-ILS (673-6457)
direct: 770-709-5581

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Re: [Evergreen-general] Circulation Limit Groups

[Galen Charlton via Evergreen-general]

Hi,

I did some more poking around. First, a bit more information can be found
in the description of the bug for adding circ limits and circ limit groups:

https://bugs.launchpad.net/evergreen/+bug/876517

I then did some testing. As Jennifer surmised, the limit groups can be
checked when counting up loans to see if the limit has been reached. But
how do you know what limit group an existing loan is associated with? That
gets set when the loan is created if the matchpoint used to allow the loan
specifies a limit set with one or more groups attached to it (and the limit
set to limit group mapping isn't set to "check only").

Here's an example I worked through. Suppose that you don't want a patron to
check out more than one musical score at a time, but your circ modifier
and/or shelving location structure doesn't give you a way to identify
scores at the point of checkout.

What you could do (and this worked in my test system) is:

- create a limit group called "Musical scores" or the like
- create a limit set that allows up to 2 active loans and associate the new
limit group with it
- create a circulation policy that matches on MARC Type = Notated Music
- start checking out items from bibs whose Leader/06 is 'c'. Assuming no
more specific policies matched the loans, you'll only be able to check out
two before hitting the limit.

The limit groups that are associated with a loan are stored in the database
table action.circulation_limit_group_map. That table is not in the IDL,
unfortunately, and can't be used as a reporting source, though it is
available to direct SQL reports.

It looks like that limit groups could be used (or abused?) in conjunction
with limit sets that don't actually set a limit as a way to tag loans based
on the circ policy that applied at the time of the loan. However, due to
bug 1180100, such a use might not not play well with also using limit sets
to, well, limit.

Regards,

Galen

On Fri, May 20, 2022 at 3:09 PM Jennifer Weston via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Hi Jennifer,
>
> There is a new tab in Local Admin > Circulation Limit *Sets*
> Create a new limit set.  Open the new limit set or edit an existing one.
> This only works after the limit set is created.
> When you open the limit set to edit, there are now 2 tabs: "Edit
> Circulation Limit Set" and "Edit Linked Entities".
> Click on the second one, "Edit Linked Entities"
> Here you can apply Linked Limit *Groups* -- see screenshot below.
> Presumably, the Items Out limit applied to the Circulation Limit *Set*
> will consider the Linked Limit *Group* if a group is added here in
> addition to linked circ mods and locations.
> I have not personally tested this is in a while so I would be curious to
> see how it behaves.
> I do not see this documented anywhere.  One more for the needs doc list!
>
> [image: image.png]
>
> Best,
> Jennifer W.
>
> Jennifer Weston, MLIS
> Product and Education Specialist
> Equinox Open Library Initiative
> jennifer.wes...@equinoxoli.org 
> *https://equinoxOLI.org *
> phone:  877-OPEN-ILS (673-6457)
> direct:  770-709-5574
>
>
> On Fri, May 20, 2022 at 2:21 PM Jennifer Pringle via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
>>
>> Hello,
>>
>> Does anyone use the Circulation Limit Groups and can shed some light
>> on how they work?  (This is the Circulation Limit Groups found under
>> Server Administration, not the Circulation Limit Sets found under
>> Local Administration.)
>>
>> I've looked at both the dojo and angularjs interfaces for Circulation
>> Limit Groups in 3.7 and 3.9.  I can create a group with a name and
>> description which I can then use in the Circulation Limit Sets but I'm
>> assuming there's a piece missing where I need to tell Evergreen what
>> the group should actually limit.
>>
>> The most I could find in the docs was:
>>
>>
>> https://docs.evergreen-ils.org/eg/docs/latest/admin_initial_setup/borrowing_items.html#_circulation_limit_sets
>>
>> https://docs.evergreen-ils.org/eg/docs/latest/admin/circulation_limit_groups.html
>>
>> Thanks,
>>
>> Jennifer
>> --
>> Jennifer Pringle (she/her)
>> Co-op Support - Training Lead
>> BC Libraries Cooperative
>> Toll-free: 1-888-848-9250
>> Email:jennifer.prin...@bc.libraries.coop
>> Website: http://bc.libraries.coop
>>
>> Gratefully acknowledging that I live and work in the unceded
>> Traditional Territory of the St'at'yemc Nations.
>>
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Re: [Evergreen-general] Double check-in

[Galen Charlton via Evergreen-general]

Hi,

Out of curiosity (and just to double-check that there isn't a lurking bug),
is the double-checkin process meant to address concerns about library staff
forgetting to check in the items in the first place, or is there something
else going on?

Regards,

Galen

On Mon, Apr 11, 2022 at 1:08 PM Diane Disbro via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> A couple of our branches check everything in twice. One requires a
> different person to do the second check. The only problem with that occurs
> when the first person is looking for work to do and isn't allowed to do the
> second check in of the cart she checked in earlier in the day.
>
> Diane Disbro
> Pronouns: she/her
> Circulation Coordinator
> Scenic Regional Library
> 251 Union Plaza Drive
> Union, MO 63084
> (636) 583-0652 ext  110
> ddis...@scenicregional.org
>
>
>
> On Mon, Apr 11, 2022 at 12:04 PM Dawn Dale via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
>> Kathleen,
>>
>> I agree, the same person should not do both checkins. Mistakes are more
>> likely to be caught by a different person.
>>
>> Thanks,
>>
>>
>>
>> *Dawn Dale, PINES Services Specialist - Circulation*
>>
>> --
>>
>> Georgia Public Library Service
>>
>> 2872 Woodcock Blvd, Suite 250 | Atlanta, GA 30341
>>
>> (404) 291-2800, dd...@georgialibraries.org
>>
>> 
>> 
>> 
>>
>> Join our email list  for
>> stories of Georgia libraries making an impact in our communities.
>>
>>
>>
>> On Mon, Apr 11, 2022 at 1:01 PM Kathleen Webb via Evergreen-general <
>> evergreen-general@list.evergreen-ils.org> wrote:
>>
>>> We have also had this problem and have one staff member double-checking
>>> another person's work.
>>>
>>> Kathleen Webb
>>> Library Director
>>> Marvin Memorial Library
>>> 29 W. Whitney Avenue
>>> Shelby, OH  44875
>>> MarvinLibrary.org
>>> 419-347-5576 phone
>>> 419-347-7285 fax
>>> k w...@marvinlibrary.org
>>>
>>>
>>>
>>>
>>> On Mon, Apr 11, 2022 at 12:53 PM Brandi Sanders via Evergreen-general <
>>> evergreen-general@list.evergreen-ils.org> wrote:
>>>
 We are having the same problem.



 -Original Message-
 From: "Millissa Macomber via Evergreen-general" <
 evergreen-general@list.evergreen-ils.org>
 Sent: Monday, April 11, 2022 12:44pm
 To: "'Evergreen Discussion Group'" <
 evergreen-general@list.evergreen-ils.org>
 Cc: "Millissa Macomber" 
 Subject: [Evergreen-general] Double check-in

 We have had some issues with items getting to the shelves and not
 getting checked in. We are a small library and have two pages; noRFID or
 automatic sorters.



 We were going to add a double check to our process but not sure of the
 best way to do that without recording double stats.



 Any ideas appreciated!



 Millissa Macomber |Senior Technical Services Associate

 Burlington Public Library

 820 E. Washington Avenue | Burlington, WA 98233

 360-755-0760 | millis...@burlingtonwa.gov



 Sign up to receive email or text notices
  about upcoming library programs.



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 community.



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Re: [Evergreen-general] Metabib classes and fields documentation/info

[Galen Charlton via Evergreen-general]

Hi Lindsay,

They're used by autosuggest to control whether suggestions take the search
class selector on the OPAC into account. More details can be found here:

https://git.evergreen-ils.org/?p=Evergreen.git;a=blob;f=docs/TechRef/AutoSuggest/README;h=5f72fecaf95897b96693db8c376690c805e1264a;hb=HEAD

Regards,

Galen

On Wed, Mar 23, 2022 at 10:53 AM Lindsay Stratton via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Hi,
>
> I'm doing a deep dive into search config and am wondering what the
> "Buoyant?" and "Restrict?" fields in the config.metabib_class table do/mean.
>
> A dokuwiki page, Bibliographic Indexing in Evergreen (
> https://wiki.evergreen-ils.org/doku.php?id=documentation:indexing), is,
> so far, the only reference to that I can find, but it predates those fields.
>
> Suggestions?
>
> Lindsay
>
>
> *Lindsay Stratton*
> *Systems Librarian*
> Westchester Library System
> 570 Taxter Rd., 4th Floor
> Elmsford, NY 10523
> lstrat...@wlsmail.org
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[Evergreen-general] New core committer: Michele Morgan

[Galen Charlton via Evergreen-general]

Hi,

I am pleased to announce that Michele Morgan of NOBLE has accepted an
invitation to join the team of core committers.

Regards,

Galen
-- 
Galen Charlton
Implementation and IT Manager
Equinox Open Library Initiative
g...@equinoxoli.org
https://www.equinoxOLI.org
phone: 877-OPEN-ILS (673-6457)
direct: 770-709-5581

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[Evergreen-general] Evergreen 3.8.0 released

[Galen Charlton via Evergreen-general]

Evergreen 3.8.0 is now available for download from

https://evergreen-ils.org/egdownloads/

 This is a major release with various new features and enhancements,
including:

* Angular rewrites of several staff interfaces:

Acquisitions administration
Holdings maintenance and item attributes editor
Patron triggered events log
Item triggered events log

* A new option to make headings browsing case-insensitive
* A new interface for editing notes that are attached to bibliographic
records
* Improvements to the staff interface for browsing bib records that are
attached to a heading
* Patron notes, messages, alert messages, and standing penalties have been
folded into a consolidated notes interface.
* New settings to control how the item price and acquisition cost are used
to determine the item’s value for replacement
* Improvements to the dialogs used to override events in the checkout,
items out, and renew items interfaces
* The patron photo URL can now be edited from the patron registration
interface
* New settings for hold stalling based on the pickup library
* New settings for tuning the default pickup location that is applied when
a hold request is placed by a staff member
* Stripe credit payments in the public catalog now use a newer API
recommended by Stripe
* Cover images are now displayed in the My Account items checked out, check
out history, holds, and holds history pages
* New reporting views, including item statistics andDewey call number
blocks and ranges

Evergreen admins installing or upgrading to 3.8.0 should be be aware of the
following:

* The minimum version of PostgreSQL required to run Evergreen 3.6 is
PostgreSQL 9.6.
* The minimum version of OpenSRF is 3.2.
* Debian Bullseye is now supported, while Debian Jessie is no longer
supported
* The upgrade includes a step to regenerate search suggestions. If you had
tested the 3.8 beta release, please note that this is a new step in the
upgrade from 3.7.1.
* If you are experimenting with the case-insensitive browse feature,
reingests will be required for any index that you change.

Full release notes are available at

https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_8.html

Sent on behalf of the 3.8 release team:

Jason Boyer
Galen Charlton
Jason Etheridge
Michele Morgan

--
Galen Charlton
Implementation and IT Manager
Equinox Open Library Initiative
g...@equinoxoli.org
https://www.equinoxOLI.org
phone: 877-OPEN-ILS (673-6457)
direct: 770-709-5581
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Re: [Evergreen-general] See yesterday's pull list?

[Galen Charlton via Evergreen-general]

Hi Diane,

There's a reporting source called "Unfulfilled Hold Targets" that might get
you close to that. Any time the hold targeter retargets a hold, it logs an
entry in the database noting the copy that was targeted, the library whose
copy was targeted but who didn't pull the item, the date that the hold was
retargeted, and a link to the hold itself.

Consequently, a report that uses that source, filters it by your library,
the date range that the hold was retargeted, the home library of the patron
who placed the requests, and whether the hold is still active and
un-captured could be used to identify holds that you could fill locally,
hopefully before the other libraries start processing their pull lists for
resource-sharing.

Regards,

Galen

On Wed, Nov 3, 2021 at 5:20 PM Diane Disbro via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Good afternoon -
>
> Here's a wild idea. Wouldn't it be great if we could see yesterday's pull
> list? Then you could see if your patron submitted a request that targeted
> one of your items while you were closed then the hold bounced to a
> different library before you reopened. The hold was placed on Saturday. You
> were closed on Sunday. By the time you get to the pull list on Monday, the
> hold has moved to a different library. If you could look at Sunday's pull
> list, you could see items requested by your patrons that may no longer be
> targeting your item.
>
> Let me know if I'm missing something.
>
> Thank you.
>
> Diane Disbro
> Pronouns: she/her
> Circulation Coordinator
> Scenic Regional Library
> 251 Union Plaza Drive
> Union, MO 63084
> (636) 583-0652 ext  110
> ddis...@scenicregional.org
>
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>


-- 
Galen Charlton
Implementation and IT Manager
Equinox Open Library Initiative
g...@equinoxoli.org
https://www.equinoxOLI.org
phone: 877-OPEN-ILS (673-6457)
direct: 770-709-5581

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[Evergreen-general] Evergreen 3.8-beta available

[Galen Charlton via Evergreen-general]

Hi,

I am pleased to announce the availability of the beta release for Evergreen
3.7. This release contains various new features and enhancements, including:
* Angular rewrites of several staff interfaces:

Acquisitions administration
Holdings maintenance and item attributes editor
Patron triggered events log
Item triggered events log

* A new option to make headings browsing case-insensitive
* A new interface for editing notes that are attached to bibliographic
records
* Improvements to the staff interface for browsing bib records that are
attached to a heading
* Patron notes, messages, alert messages, and standing penalties have been
folded into a consolidated notes interface.
* New settings to control how the item price and acquisition cost are used
to determine the item’s value for replacement
* Improvements to the dialogs used to override events in the checkout,
items out, and renew items interfaces
* The patron photo URL can now be edited from the patron registration
interface
* New settings for hold stalling based on the pickup library
* New settings for tuning the default pickup location that is applied when
a hold request is placed by a staff member
* Stripe credit payments in the public catalog now use a newer API
recommended by Stripe
* Cover images are now displayed in the My Account items checked out, check
out history, holds, and holds history pages
* New reporting views, including item statistics andDewey call number
blocks and ranges

Evergreen admins installing the beta or upgrading a test system to the beta
should be aware of the following:

* The minimum version of PostgreSQL required to run Evergreen 3.6 is
PostgreSQL 9.6.
* The minimum version of OpenSRF is 3.2.
* Debian Bullseye is now supported, while Debian Jessie is no longer
supported
* The upgrade does not require a catalog reingest. However, if you are
experimenting with the case-insensitive browse feature, reingests will be
required for any index that you change.
* The beta release should not be used for production.

The beta can be downloaded from:

https://evergreen-ils.org/egdownloads/

Full release notes are available at

https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_8.html

Sent on behalf of the 3.8 release team:

Jason Boyer
Galen Charlton
Jason Etheridge
Michele Morgan

--
Galen Charlton
Implementation and IT Manager
Equinox Open Library Initiative
g...@equinoxoli.org
https://www.equinoxOLI.org
phone: 877-OPEN-ILS (673-6457)
direct: 770-709-5581
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Re: [Evergreen-general] Translations for Bootstrap

[Galen Charlton via Evergreen-general]

Hi Jennifer,

On Tue, Sep 21, 2021 at 1:41 PM Jennifer Pringle via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:
>   class='sumNum'>%1Holds / %2 Ready
> Located in
../../Open-ILS/src/templates-bootstrap/opac/parts/myopac/base.tt2:3
> (
https://translations.launchpad.net/evergreen/master/+pots/bootstrap-opac/fr/48/+translate
)
>
> Can anyone confirm whether or not it's expected that this code is
> included in the strings for translation?

I checked the template and can confirm that this is intentional as the
template is currently written. It looks like it would be possible to
refactor that template to remove many, though not necessarily all, of the
cases where there is HTML code in the string to be translated. I think it
would be worth filing a bug.

Regards,

Galen
--
Galen Charlton
Implementation and IT Manager
Equinox Open Library Initiative
g...@equinoxoli.org
https://www.equinoxOLI.org
phone: 877-OPEN-ILS (673-6457)
direct: 770-709-5581
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Re: [Evergreen-general] Setting Up a New Classification Scheme

[Galen Charlton via Evergreen-general]

Hi,

To build on Jason's response, since NLM call numbers were designed to be
formatted (almost) exactly like LC call numbers, the
"asset.label_normalizer_lc" normalizer should do the trick. I did a tiny
bit of empirical testing to double-check that.

Regards,

Galen

On Thu, Jun 10, 2021 at 4:55 PM Jason Boyer via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> I thought I had more about this before I hit send but I guess not. The
> point of the normalizers are to pull the call number labels apart and make
> them sort consistently, so that the case doesn’t matter and the numbers
> sort the way we expect rather than the way a computer would normally do it.
> Looking at the label_sortkey field of asset.call_number for various types
> of call numbers should make it more obvious what the existing ones are
> doing.
>
> Jason
>
> --
> Jason Boyer
> Senior System Administrator
> Equinox Open Library Initiative
> jbo...@equinoxoli.org
> +1 (877) Open-ILS (673-6457)
> https://equinoxOLI.org/
>
> On Jun 10, 2021, at 4:51 PM, Jason Boyer  wrote:
>
> Hi Jennifer, there isn’t an interface to manage this yet and while the
> Angular client’s auto-grid feature will allow you to see the table, you’re
> not able to add or edit any entries. One reason there’s no interface for it
> is that one of the required fields is the name of a database procedure to
> perform the necessary normalization for sorting.
>
> These are the steps you’d need to take to add a new classification scheme
> today:
>
> Look at the existing call number classification normalization functions to
> see if one of them is applicable to the new scheme:
> asset.label_normalizer_generic, asset.label_normalizer_dewey,
> and asset.label_normalizer_lc. If none of these normalizers will work for
> the new scheme a new normalizing function will need to be written. (We’ll
> assume you have to put together an asset.label_normalizer_nlm for now)
>
> Insert a new row into asset.call_number_class:
> name | normalizer | field
> National Library of Medicine | asset.label_normalizer_nlm | 060ab,(other
> fields / subfields)
>
> Then the opensrf.settings service (at least?) may need to be restarted.
> I’m not entirely certain about the extent of that.
>
> And then it’s time to test because I’ve not actually done this myself but
> I don’t believe classification schemes are hard-coded anywhere. :)
>
> Jason
>
> --
> Jason Boyer
> Senior System Administrator
> Equinox Open Library Initiative
> jbo...@equinoxoli.org
> +1 (877) Open-ILS (673-6457)
> https://equinoxOLI.org/
>
> On Jun 10, 2021, at 3:43 PM, Jennifer Pringle via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
>
> Hello everyone,
>
> I'm hoping someone can point me in the right direction for information
> about the classification schemes in Evergreen.  I've looked through the
> official docs and the Evergreen wiki but I haven't been able to find
> anything that talks about how the classifications schemes are set up or
> what would be needed to set up a new one.
>
> We've recently had a medical library join our consortium and they use
> National Library of Medicine as their classification scheme so I'm looking
> into what would be involved in adding NLM as an option in Evergreen.
>
> Thanks,
>
> Jennifer
> --
> Jennifer Pringle (she/her)
> Co-op Support - Training Lead
> BC Libraries Cooperative
> Toll-free: 1-888-848-9250
> Email:jennifer.prin...@bc.libraries.coop
> 
> Website: http://bc.libraries.coop
>
> Gratefully acknowledging that I live and work in the unceded Traditional
> Territory of the St'at'yemc Nations.
>
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-- 
Galen Charlton
Implementation and IT Manager
Equinox Open Library Initiative
g...@equinoxoli.org
https://www.equinoxOLI.org
phone: 877-OPEN-ILS (673-6457)
direct: 770-709-5581

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