Re: [Evergreen-general] Minors and Self Registration

[Diane Disbro via Evergreen-general]

We require a DOB to be entered in the online registration form. We don't
verify that the DOB entered is correct. Our online form is used to create
Internet Only accounts. We don't create these accounts for minors.

In order to check out physical materials, patrons must bring photo ID to
the library. Parents must sign for minors.

Diane Disbro
Pronouns: she/her
Circulation Coordinator
Scenic Regional Library
251 Union Plaza Drive
Union, MO 63084
(636) 583-0652 ext  110
ddis...@scenicregional.or g



On Mon, Apr 1, 2024 at 9:27 AM Gina Monti via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Hi Everyone,
>
> I had a conversation with a library director in regards to the self
> registration page.  I know that there is support in developing a
> customizable page, but in the meantime, I wanted to ask how other
> libraries/consortia handle minors wanting to self-register for cards.
>
> I have mentioned to this director that we can add a DOB, but the main
> problem is having an actual acknowledgement of the library policy to
> protect minors given the current climate in regards to censorship.  This I
> completely understand, and I'm interested in your replies of how
> Evergreen can address this issue if possible.
>
> Thanks!
>
> --
> Gina Monti (she/her)
> Evergreen Systems Manager
> Bibliomation, Inc.
> (203) 577-4070 ext. 109
> English, American Sign Language
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Re: [Evergreen-general] [Evergreen-documentation] Bug Squashing Week - Final Report

[Diane Disbro via Evergreen-general]

Thank you to everyone who worked on this!

Diane Disbro
Pronouns: she/her
Circulation Coordinator
Scenic Regional Library
251 Union Plaza Drive
Union, MO 63084
(636) 583-0652 ext  110
ddis...@scenicregional.or g



On Mon, Mar 25, 2024 at 9:59 AM Terran McCanna via Evergreen-documentation <
evergreen-documentat...@list.evergreen-ils.org> wrote:

> Thanks to everyone who participated in last week's Bug Squashing Week and
> helped to make it another successful effort!
>
> The final report is at:
> https://wiki.evergreen-ils.org/doku.php?id=dev:bug_squashing:2024-03
>
> As always, if I missed recording your name or spelled your name wrong,
> please let me know so that I can correct it!
>
>
> [image: logo with link to Georgia Public Library Service website]
> 
>
> Terran McCanna, PINES Program Manager
>
> --
>
> Georgia Public Library Service
>
> 2872 Woodcock Blvd, Suite 250 | Atlanta, GA 30341
>
> (404) 235-7138 | tmcca...@georgialibraries.org
>
> https://help.georgialibraries.org | h...@georgialibraries.org
>
> [image: logo with link to Georgia Public Library Service Facebook page]
> [image: logo with link to
> Georgia Public Library Service Instagram page]
> [image: logo with link to
> Georgia Public Library Service LinkedIn page]
> [image:
> logo with link to Georgia Public Library Service Threads page]
> 
>
>
>
>
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>
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Re: [Evergreen-general] New core committer: Stephanie Leary

[Diane Disbro via Evergreen-general]

Thank you, Stephanie! You are a gem.

Diane Disbro
Pronouns: she/her
Circulation Coordinator
Scenic Regional Library
251 Union Plaza Drive
Union, MO 63084
(636) 583-0652 ext  110
ddis...@scenicregional.or 



On Tue, Feb 20, 2024 at 10:31 AM Galen Charlton via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> 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
> --
> 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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>
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[Evergreen-general] Circulation Coordinator position opening

[Diane Disbro via Evergreen-general]

Good morning -

Scenic Regional Library, headquartered in Union, MO, is looking for a
Circulation Coordinator to fill the position when I retire in April. I have
worked for Scenic eighteen years, evidence that it is a good place to be!
Administrative staff members are energetic and forward thinking. We are one
of seventy-six libraries in the state that belong to the Missouri Evergreen
Consortium. We joined in 2014, two years after the consortium's founding.
MEC is a resource sharing consortium. Our patrons have access to over five
million items.

The Union/Washington area has all the services (including shops and
restaurants) you need and we are forty-five minutes from St. Louis and all
it has to offer. The job posting can be found here.
https://scenicregional.org/about-us/employment/

Scenic Regional Library website   https://scenicregional.org/
Missouri Evergreen Consortium website   http://moevergreenlibraries.org/

Regards,
Diane Disbro
Pronouns: she/her
Circulation Coordinator
Scenic Regional Library
251 Union Plaza Drive
Union, MO 63084
(636) 583-0652 ext  110
ddis...@scenicregional.or 
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Re: [Evergreen-general] Claims Returned Item Status?

[Diane Disbro via Evergreen-general]

We don't use Claims Returned/Claims Never Checked Out. Patrons see those
items in their online account and call to say, "I told you I returned
that."

After the patron and library have made a thorough search, we will forgive a
Claim one time. We mark the item Lost (if it hasn't already gone to bills)
then use the payment type Forgive so that we have a record of what
happened. The item is now in Lost status so it isn't holdable and will be
deleted according to our timeline. If the patron makes another Claim, we
gently explain that we have already forgiven one Claim and can't forgive
another. The patron needs to pay the bill.

Diane Disbro
Pronouns: she/her
Circulation Coordinator
Scenic Regional Library
251 Union Plaza Drive
Union, MO 63084
(636) 583-0652 ext  110
ddis...@scenicregional.or 



On Fri, Jan 26, 2024 at 1:15 PM Daniel Guarracino via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Hi William,
>
> We are in the process of potentially changing our approach to these items.
> Currently, our items marked as Claims Returned have their status set to
> Missing. We've done so for at least ten years.
>
> We've received some feedback recently from some of our libraries that this
> can cause confusion because these items are sort of a "special" kind of
> Missing. Some of our libraries delete items marked Missing after a year or
> two but have found that deleting these items (marked Missing because they
> had been marked Claims Returned) causes some problems. For example, the
> circulation remains on the patron's Other/Special Circulations tab even
> after the item is deleted.
>
> So, we've tested out using a new status for these items instead and are in
> the process of discussing the change with our member library directors. My
> understanding from testing a new status is that the status doesn't change
> the behavior of the circulation at all; the circ will still remain open and
> will still display on the Other/Special Circulations tab.
>
> Dan
>
> --
> Daniel Guarracino
> Automation Services Librarian
> OWWL Library System
> 2557 State Route 21
> Canandaigua, NY 14424
> 585.394.8260 x1104
>
> --
> *From: *"Evergreen-general" 
> *To: *"Evergreen-general" 
> *Cc: *"Szwagiel, Will" 
> *Sent: *Friday, January 26, 2024 1:35:17 PM
> *Subject: *[Evergreen-general] Claims Returned Item Status?
>
> Good afternoon,
>
>
>
> Currently NC Cardinal does not have a value set up at the consortium level
> for the Claim Return Copy Status, so a claims returned item remains in the
> Checked Out item status.  As a result, patrons are still able to view the
> item in the catalog and place holds on it.  We are looking at potentially
> transitioning this item status to Missing or otherwise creating an entirely
> new, separate item status.
>
>
>
> I wanted to see how other libraries might have handled a similar
> situation.  Do you set a specific value for Claim Return?
>
>
>
> Or if you created a completely separate item status, one library staff
> member posed these questions:
>
>
>
> Claims Returned item status:
>
> 1.Does the circulation remain open (still checked out to the patron)
>
> 2.If the circ remains open, where can staff find that information?
>
> 1.Right now, it appears in Items Out > Other/Special Circulations
>
> 3.If staff can see that information, can it be set up so that patrons
> can’t see it? If patrons can see it, they will be alarmed that they still
> see this checkout, even though it is technically been forgiven.
>
> 4.Staff will need to be able to retrieve that information because we
> give each patron one claim returned. There are often repeat offenders with
> this.
>
>
>
> We see Missing status as items that have been stolen or misplaced. We
> leave items in Missing status for one year and then we delete them from the
> catalog. Using Missing status for claims returned will eliminate any paper
> trail for claims returned items.
>
>
>
> Any ideas or suggestions would be greatly appreciated.
>
>
>
> Thank you.
>
>
>
> *William C. Szwagiel*
>
> NC Cardinal Project Manager
>
> State Library of North Carolina
>
> william.szwag...@dncr.nc.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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> 

Re: [Evergreen-general] LP 1948991: Administration Options - Mismatch with headers

[Diane Disbro via Evergreen-general]

Yes, please. +1

Diane Disbro
Pronouns: she/her
Circulation Coordinator
Scenic Regional Library
251 Union Plaza Drive
Union, MO 63084
(636) 583-0652 ext  110
ddis...@scenicregional.or 



On Wed, Jan 17, 2024 at 12:34 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. (and
> will add the word Configuration to almost every menu item on the Server
> Admin menu)
>
>
>
> For example:
>
>
>
> Circulation Duration Rules -> Circulation Duration Rule Configuration
> Circulation Limit Groups -> Circulation Limit Group Configuration
> Circulation Matchpoint Weights -> Circ Matrix Weights Configuration
> Circulation Max Fine Rules -> Max Fine Rule Configuration
> Circulation Modifiers -> Circulation Modifier Configuration
> Circulation Recurring Fine Rules -> Recurring Fine Rule Configuration
>
>
>
> 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.
>
>
>
> *From:* Evergreen-general <
> evergreen-general-boun...@list.evergreen-ils.org> *On Behalf Of *Gina
> Monti via Evergreen-general
> *Sent:* Saturday, January 13, 2024 7:26 AM
> *To:* Evergreen Discussion Group  >
> *Cc:* Gina Monti 
> *Subject:* Re: [Evergreen-general] LP 1948991: Administration Options -
> Mismatch with headers
>
>
>
> +1 on fewer changes to make so I change my vote to the links
>
>
>
> On Sat, Jan 13, 2024 at 9:56 AM Jason Etheridge via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
> > Basically, the labels of the links within admin pages don't actually
> match the headers in the specific pages themselves.  I would like to work
> on part of the bug, but there needs to be a general agreement on if we
> should change the link or the headers.
>
> I'd vote for changing the links, as at least some of the UI titles are
> coming from the IDL, which means they may also get re-used with
> reporting. That also makes for fewer files to touch, overall. We
> shouldn't forget that we can also completely relabel things if the
> programmer-ese is too prominent.
>
> --
> Jason Etheridge
> Senior Developer
> Equinox Open Library Initiative
> ja...@equinoxoli.org
> https://equinoxOLI.org
> phone: 877-OPEN-ILS (673-6457)
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> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>
>
>
>
> --
>
> Gina Monti (she/her)
>
> Evergreen Systems Manager
>
> Bibliomation, Inc.
>
> (203) 577-4070 ext. 109
>
> English, American Sign Language
>
> This message originated from outside the M365 organisation. Please be
> careful with links, and don't trust messages you don't recognise.
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Re: [Evergreen-general] Inconsistent White Screens with Hatch

[Diane Disbro via Evergreen-general]

I forwarded all of this information to Missouri Evergreen libraries. Two
have replied that they don't use Hatch and are still seeing an increase in
White Screen incidents.

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 Tue, Nov 7, 2023 at 3:07 PM Daniel Guarracino via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Turning off "preload pages" in Chrome fixed the problem on all the
> affected computers that I've updated so far this afternoon.
>
> Thanks very much for that fix, Garry!
>
> Dan
>
> --
> Daniel Guarracino
> Automation Services Librarian
> OWWL Library System
> 2557 State Route 21
> Canandaigua, NY 14424
> 585.394.8260 x1104
>
> --
> *From: *"Evergreen-general" 
> *To: *"Evergreen-general" 
> *Cc: *"Diane Disbro" 
> *Sent: *Tuesday, November 7, 2023 3:59:15 PM
> *Subject: *Re: [Evergreen-general] Inconsistent White Screens with Hatch
>
> We are also experiencing this randomly throughout Missouri Evergreen.
> Thanks for the tips.
>
> 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 Tue, Nov 7, 2023 at 1:05 PM John Amundson via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
>> Thanks for the detailed reply, Dan. All good information to have.
>>
>> We're going to try Garry's solution and see if it works: "Try going into
>> Chrome settings -> performance and turn off preload pages." So far so good,
>> but it's only been a few minutes.
>>
>> John
>>
>> John Amundson | Library Applications Supervisor | CW MARS
>>
>> jamund...@cwmars.org | 508-755-3323 x1
>>
>> https://www.cwmars.org
>>
>> he/him/his 
>>
>>
>> On Tue, Nov 7, 2023 at 1:51 PM Daniel Guarracino 
>> wrote:
>>
>>> Hi John,
>>>
>>> We've also encountered intermittent Hatch issues recently that are
>>> exactly as you describe.
>>>
>>> We had two reports of this behavior the week of October 23. At the time,
>>> we were also on 3.7.3. Both libraries that were affected encountered
>>> incomplete page loads only when accessing bookmarks (such as for Checkout,
>>> Item Status, etc.) while Hatch was enabled. If the affected libraries
>>> reloaded a page after the incomplete page load OR if the bookmark was
>>> clicked twice in quick succession (innovative!), it would load completely
>>> without fail. If Hatch was disabled or if links were accessed using the
>>> links within Evergreen's interface, the page loaded just fine -- no
>>> workaround necessary.
>>>
>>> I took a look at the extensions logs on an affected machine. Hatch is
>>> exhibiting the same type of behavior as it had in late 2021 with these
>>> incomplete page loads, where the port for the tab is disconnected and Hatch
>>> does not respond to the message it is sent.
>>>
>>> We upgraded to 3.11.1 at the end of last week, so I wanted to wait to
>>> see if the upgrade somehow resolved the Hatch-related problems before
>>> trying to figure these out, especially since two of our libraries were
>>> affected. Unfortunately, at least one of the libraries is still
>>> encountering problems with bookmarks. And, funny enough, we've had two more
>>> libraries report what sounds like the same problem within the past hour or
>>> so.
>>>
>>> Since the upgrade to 3.11, we've also encountered another Hatch-related
>>> issue. I'm not sure if it's the same root cause, but I figured I'd mention
>>> it: With Hatch enabled, opening Evergreen's home button in a new tab
>>> results in being asked to register a workstation. This behavior isn't
>>> encountered when Hatch is disabled. It's only encountered when opening the
>>> splash page via that home button in a new tab; opening in the same tab
>>> works fine.
>>>
>>> So, +1 to the idea that something has recently caused Hatch to start
>>> misbehaving.
>>>
>>> Dan
>>>
>>> --
>>> Daniel Guarracino
>>> Automation Services Librarian
>>> OWWL Library System
>>> 2557 State Route 21
>>> Canandaigua, NY 14424
>>> 585.394.8260 x1104
>>>
>>> --
>>> *From: *"Evergreen-general" 
>>> *To: *"Evergreen-general" 
>>> *Cc: *"John Amundson" 
>>> *Sent: *Tuesday, November 7, 2023 1:30:07 PM
>>> *Subject: *[Evergreen-general] Inconsistent White Screens with Hatch
>>>
>>> Hello!
>>>
>>> Historically we've found that bad installations of Hatch can lead to
>>> blank/white screens in Evergreen, and reinstalling Hatch usually resolves
>>> this.
>>>
>>> However, over the last week or so, we've started to receive reports of
>>> blank/white screens that we cannot seem to resolve. The problem is slightly
>>> different from historical reports in that the white screens do not appear
>>> every time, and they are more likely to appear when accessing a web client
>>> page from a 

Re: [Evergreen-general] Inconsistent White Screens with Hatch

[Diane Disbro via Evergreen-general]

We are also experiencing this randomly throughout Missouri Evergreen.
Thanks for the tips.

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 Tue, Nov 7, 2023 at 1:05 PM John Amundson via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Thanks for the detailed reply, Dan. All good information to have.
>
> We're going to try Garry's solution and see if it works: "Try going into
> Chrome settings -> performance and turn off preload pages." So far so good,
> but it's only been a few minutes.
>
> John
>
> John Amundson | Library Applications Supervisor | CW MARS
>
> jamund...@cwmars.org | 508-755-3323 x1 <5087553323p1>
>
> https://www.cwmars.org
>
> he/him/his 
>
>
> On Tue, Nov 7, 2023 at 1:51 PM Daniel Guarracino 
> wrote:
>
>> Hi John,
>>
>> We've also encountered intermittent Hatch issues recently that are
>> exactly as you describe.
>>
>> We had two reports of this behavior the week of October 23. At the time,
>> we were also on 3.7.3. Both libraries that were affected encountered
>> incomplete page loads only when accessing bookmarks (such as for Checkout,
>> Item Status, etc.) while Hatch was enabled. If the affected libraries
>> reloaded a page after the incomplete page load OR if the bookmark was
>> clicked twice in quick succession (innovative!), it would load completely
>> without fail. If Hatch was disabled or if links were accessed using the
>> links within Evergreen's interface, the page loaded just fine -- no
>> workaround necessary.
>>
>> I took a look at the extensions logs on an affected machine. Hatch is
>> exhibiting the same type of behavior as it had in late 2021 with these
>> incomplete page loads, where the port for the tab is disconnected and Hatch
>> does not respond to the message it is sent.
>>
>> We upgraded to 3.11.1 at the end of last week, so I wanted to wait to see
>> if the upgrade somehow resolved the Hatch-related problems before trying to
>> figure these out, especially since two of our libraries were affected.
>> Unfortunately, at least one of the libraries is still encountering problems
>> with bookmarks. And, funny enough, we've had two more libraries report what
>> sounds like the same problem within the past hour or so.
>>
>> Since the upgrade to 3.11, we've also encountered another Hatch-related
>> issue. I'm not sure if it's the same root cause, but I figured I'd mention
>> it: With Hatch enabled, opening Evergreen's home button in a new tab
>> results in being asked to register a workstation. This behavior isn't
>> encountered when Hatch is disabled. It's only encountered when opening the
>> splash page via that home button in a new tab; opening in the same tab
>> works fine.
>>
>> So, +1 to the idea that something has recently caused Hatch to start
>> misbehaving.
>>
>> Dan
>>
>> --
>> Daniel Guarracino
>> Automation Services Librarian
>> OWWL Library System
>> 2557 State Route 21
>> Canandaigua, NY 14424
>> 585.394.8260 x1104
>>
>> --
>> *From: *"Evergreen-general" 
>> *To: *"Evergreen-general" 
>> *Cc: *"John Amundson" 
>> *Sent: *Tuesday, November 7, 2023 1:30:07 PM
>> *Subject: *[Evergreen-general] Inconsistent White Screens with Hatch
>>
>> Hello!
>>
>> Historically we've found that bad installations of Hatch can lead to
>> blank/white screens in Evergreen, and reinstalling Hatch usually resolves
>> this.
>>
>> However, over the last week or so, we've started to receive reports of
>> blank/white screens that we cannot seem to resolve. The problem is slightly
>> different from historical reports in that the white screens do not appear
>> every time, and they are more likely to appear when accessing a web client
>> page from a bookmark than within the client. Refreshing a blank page can
>> sometimes force it to load correctly. It's the inconsistency that's making
>> this hard to nail down.
>>
>> Has anyone else run into this issue and have you had any luck in
>> resolving it? We've gotten a total of 5 reports over the last week or so.
>>
>> Some information about our setup:
>>
>>- Running Evergreen 3.73 plus some newer features
>>- Affecting (at least) Chrome 119.0.6045.105 and 119.0.6045.106
>>- Affecting (at least) Hatch version 0.3.2 and 0.3.3.
>>
>> And what we've tried:
>>
>>- Clearing cache
>>- Updating/recreating bookmarks
>>- Updating Chrome
>>- Updating Hatch
>>- Reinstalling Hatch
>>- Clearing site settings and cookies
>>- Removing eg.hatch.login_keys from in-browser preferences
>>
>> The only way we've found to stop it completely is to disable Hatch, which
>> some of our libraries rely on heavily.
>>
>> When a page fails to load, the console seems to hang up on this message:
>> [image: image.png]
>>
>> Anyone have any thoughts or suggestions?
>>
>> Thank you!
>>
>> John
>>
>> John Amundson | Library 

Re: [Evergreen-general] Staff Training Roundtable

[Diane Disbro via Evergreen-general]

Yes!

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 Tue, Sep 19, 2023 at 5:15 PM Jennifer Pringle via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Hi everyone,
>
>
>
> Is there any interest from people who train library staff on Evergreen to
> get together to talk specifically about training?
>
>
>
> I don’t think we need an official interest group but I think it would be
> useful to talk about what training people are doing, what’s working, what
> isn’t working, what resources people are create for their libraries, what
> software is being use to create resources, etc.
>
>
>
> If there is interest I’d be happy to coordinate something for 2024.
>
>
>
> 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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> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>
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Re: [Evergreen-general] Staff training

[Diane Disbro via Evergreen-general]

Libraries can also enable settings that bring items home when their patrons
place holds, overriding the holds queue.

Some people are more nervous about change than others. That's o.k. But the
benefits of resource sharing are fantastic. My consortium shares over four
million items!

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 Tue, Sep 19, 2023 at 3:27 PM Elizabeth Davis via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> In addition to the age hold protection, we have a few libraries that use
> the high demand circulation modifiers to keep new things local.  Using the
> modifier allows them a little more control when a movie, show, or reboot
> comes out based on a title and interest spikes again.
>
>
>
> Otherwise, a lot of our smaller libraries report how happy their patrons
> are when they are able to easily request items from other libraries without
> having to go through the formal ILL process.
>
>
>
> *Elizabeth Davis* (she/her), *Support & Project Management Specialist*
>
> *Pennsylvania Integrated Library System **(PaILS) | SPARK*
>
> (717) 256-1627 | elizabeth.da...@sparkpa.org
> 
> support.sparkpa.org | supp...@sparkpa.org
>
>
>
> *From:* Evergreen-general <
> evergreen-general-boun...@list.evergreen-ils.org> *On Behalf Of *Frasur,
> Ruth via Evergreen-general
> *Sent:* Tuesday, September 19, 2023 3:54 PM
> *To:* Evergreen Discussion Group  >
> *Cc:* Frasur, Ruth 
> *Subject:* Re: [Evergreen-general] Staff training
>
>
>
> We have found exactly the same thing that Terran describes.  Oftentimes,
> we’ve had larger, more well-funded libraries indicate that they’re afraid
> the smaller libraries will “clear their shelves” of new materials.  In
> reality, we’ve found that the smaller libraries contribute a ton because
> they have retained items that are often weeded at the larger libraries,
> filling out series and providing access to items that are out of
> publication.  Age protection is the thing that seems to alleviate the
> fear.  We have found that three month age protection generally works best
> except for those few outliers (think Harry Potter, Twilight, Spare…).
>
>
>
> Ruth Frasur Davis (she/they)
>
> Coordinator
>
> *Evergreen Indiana Library Consortium*
>
> *Evergreen Community Development Initiative*
>
> Indiana State Library
>
> 140 N. Senate Ave.
>
> Indianapolis, IN 46204
>
> (317) 232-3691
>
>
>
> *From:* Evergreen-general <
> evergreen-general-boun...@list.evergreen-ils.org> *On Behalf Of *Terran
> McCanna via Evergreen-general
> *Sent:* Tuesday, September 19, 2023 3:13 PM
> *To:* Evergreen Discussion Group  >
> *Cc:* Terran McCanna 
> *Subject:* Re: [Evergreen-general] Staff training
>
>
>
>  This is an EXTERNAL email. Exercise caution. DO NOT open attachments
> or click links from unknown senders or unexpected email. 
> --
>
> My suggestion is to put the emphasis on how much it will improve the
> patron experience by being able to offer them so many more titles than they
> currently have access to.
>
>
>
> We have done resource sharing in Georgia since the beginning of PINES and
> one of the things that we have found is that oftentimes the less
> well-funded libraries that can't afford all of the new books end up being
> really valuable for holds because they may have some of the older titles
> that other branches have weeded.
>
>
>
> Also, if you are using age protection, then staff can be sure that their
> local patrons are still getting the brand new items first.
>
>
>
> *Terran McCanna, PINES Program Manager*
> --
>
> *Georgia Public Library Service | University System of Georgia*
>
> 2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341
>
> (404) 235-7138 | tmcca...@georgialibraries.org
>
> http://help.georgialibraries.org
> 
> | h...@georgialibraries.org
>
>
>
>
> 
> 
> 
>
> *Join our email list*
> 
>  *for
> stories of Georgia libraries making an impact in our communities.*
>
>
>
>
>
>
>
> On Tue, Sep 19, 2023 at 2:43 PM Millissa Macomber via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
> For 

Re: [Evergreen-general] [EXTERNAL] RE: Does your library manage Book Group Kits via Evergreen?

[Diane Disbro via Evergreen-general]

I am watching this discussion. We have handled book club kits in a variety
of ways over the years. One way was putting the kits into the Booking
Module. Staff then created reservations for patrons. Didn't work because
staff couldn't remember to include a buffer period in the reservation and
there were issues with the Booking module. Improvements may have been made
to Booking since then.

Now, people contact the staff person in charge of the kits to reserve them
for specific dates.The kit is checked out by the moderator. Each individual
copy has a barcode and an RFID tag and is checked out either to the
moderator or the individual taking the book out of the library.

Diane Disbro
Pronouns: she/her
Circulation and Special Projects Coordinator
Scenic Regional Library
251 Union Plaza Drive
Union, MO 63084
(636) 583-0652 ext  110
ddis...@scenicregional.org



On Wed, Sep 13, 2023 at 12:55 PM Dan Moore via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Hey Jeremy,
>
>
>
> Thanks for those notes – are your patrons able to reserve kits in advance?
> We’re curious to empower groups to reserve kits for specific date ranges.
>
>
>
> All the best,
>
> Dan
>
>
>
> *From:* Miller, Jeremy 
> *Sent:* Tuesday, September 12, 2023 5:01 PM
> *To:* Evergreen Discussion Group  >
> *Cc:* Dan Moore 
> *Subject:* [EXTERNAL] RE: Does your library manage Book Group Kits via
> Evergreen?
>
>
>
> We’ve done it… for bookclub purposes.
>
>
>
> Nothing too fancy about it, but my understanding is that it has worked
> fine for us.  The item is a rugged, zippered book bag containing multiple
> copies, anywhere from 8-12 of them.  The bag has a sturdy laminated tag
> attached to it by a keyring, that has basic information on it (title,
> author, number of copies, etc) along with a single barcode and an RFID
> tag.  They all live on a designated shelf/location together, and have their
> own circ mod.  They check out for 8 weeks, much longer than other items.
>
>
>
> I can’t remember how the individual copies are marked, would have to look
> as my last involvement was during planning/setup many years ago.  I’m
> thinking they may have barcodes, but all of them the same… no individual
> barcodes, the whole thing is considered a single item.  I do know if just
> one were turned in or found to be loose, staff can tell it was from a
> bookclub bag, and which one it belongs with.  Probably on the spine label.
>
>
>
> The patron checking out the bag is considered responsible for the whole
> thing.  Staff confirms all copies are present when checked back in.  Their
> size prevents them from going in the bookdrop.  (Theoretically, at least.)
>
>
>
> That’s everything I remember about them off the top of my head, happy to
> chat (and refresh my own info on them for it) if it helps.
>
>
>
> Cheers
>
>
>
> --
>
> Jeremiah Miller  | 503-507-9258 (cell)
>
> Sysadmin | Albany Public Library
>
> --
>
>
>
>
>
> *From:* Evergreen-general <
> evergreen-general-boun...@list.evergreen-ils.org> *On Behalf Of *Dan
> Moore via Evergreen-general
> *Sent:* Tuesday, September 12, 2023 2:41 PM
> *To:* Evergreen Discussion Group  >
> *Cc:* Dan Moore 
> *Subject:* [Evergreen-general] Does your library manage Book Group Kits
> via Evergreen?
>
>
>
> [*WARNING!*  This email came from outside our organization. Do *NOT*
> click unknown attachments or links in email.]
>
> Hi all,
>
>
>
> We’re looking to launch a new service in which we create kits for book
> groups (or book clubs, or any variation of the name) to reserve. Each kit
> will come with a bunch of copies of the same book along with discussion
> questions. The idea behind this service is to anticipate different groups’
> needs and allow groups to plan out a season of reading by booking months in
> advance which of our kits they’d like made available.
>
>
>
> We’re still hammering out the details, but I was curious to know if other
> Evergreen sites have programs like this. If so, I’d love to chat with you!
>
>
>
> All the best,
>
>
>
> Dan Moore (he/him)
>
> Integrated Library System Administrator
>
> King County Library System
>
> Service Center, Issaquah
>
> (425) 369-3413
>
> dtmo...@kcls.org
>
>
> 
>
>
> --
>
> King County Library System is subject to the Washington State Public
> Records Act (RCW 42.56). Senders and receivers of KCLS email should presume
> that this email and any attachments are subject to public release upon
> request and to state record retention requirements, unless otherwise
> exempted.
> --
>
>
> __
> DISCLAIMER: This email may be considered a public record of the City of
> Albany and subject to the State of Oregon Retention Schedule. 

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

[Diane Disbro via Evergreen-general]

Thank you!

Diane Disbro
Pronouns: she/her
Circulation and Special Projects Coordinator
Scenic Regional Library
251 Union Plaza Drive
Union, MO 63084
(636) 583-0652 ext  110
ddis...@scenicregional.org



On Fri, Sep 8, 2023 at 10:04 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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> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>
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[Evergreen-general] counting OPAC logins

[Diane Disbro via Evergreen-general]

Good morning -

Does anyone use something other than Google Analytics to track OPAC logins?

Thanks.
Diane Disbro
Pronouns: she/her
Circulation and Special Projects Coordinator
Scenic Regional Library
251 Union Plaza Drive
Union, MO 63084
(636) 583-0652 ext  110
ddis...@scenicregional.org
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Re: [Evergreen-general] [Bug 2033543] [NEW] Merging Circ Stats to Replaced Item Record

[Diane Disbro via Evergreen-general]

Bless you. I can breathe again.

Diane Disbro
Pronouns: she/her
Circulation and Special Projects Coordinator
Scenic Regional Library
251 Union Plaza Drive
Union, MO 63084
(636) 583-0652 ext  110
ddis...@scenicregional.org



On Wed, Aug 30, 2023 at 12:58 PM Jason Boyer  wrote:

> They're not (unless you specifically exclude deleted items when writing a
> circ report, of course). The only use case I can imagine is staff that want
> to see the total number of circs on an item in Item Status *and* use that
> for collection development *and* not use the reporter.
>
> The correct place to get these numbers is the reporter, not item status.
> (Past circ counts probably never should have been added to that screen...)
>
> Jason
>
> --
> Jason Boyer
> Senior System Administrator
> Equinox Open Library Initiative
> jbo...@equinoxoli.org
> +1 (877) Open-ILS (673-6457)
> https://equinoxOLI.org/
>
> On Aug 30, 2023, at 1:42 PM, Diane Disbro via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
> Wait. I didn't think circ stats were lost when an item is deleted. The
> checkout has been recorded and won't be erased just because the item no
> longer exists. Like when I retire, the work I have done over twenty years
> doesn't disappear.
>
> What am I missing?
>
> Thank you!
> Diane Disbro
> Pronouns: she/her
> Circulation and Special Projects Coordinator
> Scenic Regional Library
> 251 Union Plaza Drive
> Union, MO 63084
> (636) 583-0652 ext  110
> ddis...@scenicregional.org
>
>
>
> On Wed, Aug 30, 2023 at 12:27 PM Gina Monti <2033...@bugs.launchpad.net>
> wrote:
>
>> Public bug reported:
>>
>> It'd be helpful if the system allowed the ability to merge circ
>> statistics on books (in particular the circulation count) so that when
>> we delete one copy of a book, we don't lose the total counts for the
>> title.
>>
>> ** Affects: evergreen
>>  Importance: Undecided
>>  Status: New
>>
>>
>> ** Tags: cataloging
>>
>> ** Tags added: cataloging
>>
>> --
>> You received this bug notification because you are subscribed to
>> Evergreen.
>> Matching subscriptions: EV bug mail
>> https://bugs.launchpad.net/bugs/2033543
>>
>> Title:
>>   Merging Circ Stats to Replaced Item Record
>>
>> Status in Evergreen:
>>   New
>>
>> Bug description:
>>   It'd be helpful if the system allowed the ability to merge circ
>>   statistics on books (in particular the circulation count) so that when
>>   we delete one copy of a book, we don't lose the total counts for the
>>   title.
>>
>> To manage notifications about this bug go to:
>> https://bugs.launchpad.net/evergreen/+bug/2033543/+subscriptions
>>
>> ___
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> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>
>
>
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Re: [Evergreen-general] [Bug 2033543] [NEW] Merging Circ Stats to Replaced Item Record

[Diane Disbro via Evergreen-general]

"Replacing" means using the same barcode number as was attached to the
deleted item?

Diane Disbro
Pronouns: she/her
Circulation and Special Projects Coordinator
Scenic Regional Library
251 Union Plaza Drive
Union, MO 63084
(636) 583-0652 ext  110
ddis...@scenicregional.org



On Wed, Aug 30, 2023 at 12:56 PM Jason Stephenson via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Diane,
>
> When a new copy is created to replace a deleted copy, the prior
> circulation stats stay on the deleted copy. Depending on how statistical
> reports are formed, those stats on the deleted copy may be lost. They
> certainly do not show up as stats for the new copy.
>
> I think the bug is asking for a way to roll the stats from the old copy
> forward to the new one when a copy is being replaced. This way the old
> circ stats show up in the staff client and on reports.
>
> Jason
>
> On 8/30/23 13:42, Diane Disbro via Evergreen-general wrote:
> > Wait. I didn't think circ stats were lost when an item is deleted. The
> > checkout has been recorded and won't be erased just because the item no
> > longer exists. Like when I retire, the work I have done over twenty
> > years doesn't disappear.
> >
> > What am I missing?
> >
> > Thank you!
> > Diane Disbro
> > Pronouns: she/her
> > Circulation and Special Projects Coordinator
> > Scenic Regional Library
> > 251 Union Plaza Drive
> > Union, MO 63084
> > (636) 583-0652 ext  110
> > ddis...@scenicregional.org <mailto:ddis...@scenicregional.org>
> >
> >
> >
> > On Wed, Aug 30, 2023 at 12:27 PM Gina Monti <2033...@bugs.launchpad.net
> > <mailto:2033...@bugs.launchpad.net>> wrote:
> >
> > Public bug reported:
> >
> > It'd be helpful if the system allowed the ability to merge circ
> > statistics on books (in particular the circulation count) so that
> when
> > we delete one copy of a book, we don't lose the total counts for the
> > title.
> >
> > ** Affects: evergreen
> >   Importance: Undecided
> >   Status: New
> >
> >
> > ** Tags: cataloging
> >
> > ** Tags added: cataloging
> >
> > --
> > You received this bug notification because you are subscribed to
> > Evergreen.
> > Matching subscriptions: EV bug mail
> > https://bugs.launchpad.net/bugs/2033543
> > <https://bugs.launchpad.net/bugs/2033543>
> >
> > Title:
> >Merging Circ Stats to Replaced Item Record
> >
> > Status in Evergreen:
> >New
> >
> > Bug description:
> >It'd be helpful if the system allowed the ability to merge circ
> >statistics on books (in particular the circulation count) so that
> > when
> >we delete one copy of a book, we don't lose the total counts for
> the
> >title.
> >
> > To manage notifications about this bug go to:
> > https://bugs.launchpad.net/evergreen/+bug/2033543/+subscriptions
> > <https://bugs.launchpad.net/evergreen/+bug/2033543/+subscriptions>
> >
> >
> > ___
> > Evergreen-general mailing list
> > Evergreen-general@list.evergreen-ils.org
> > http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
> ___
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Re: [Evergreen-general] [Bug 2033543] [NEW] Merging Circ Stats to Replaced Item Record

[Diane Disbro via Evergreen-general]

Wait. I didn't think circ stats were lost when an item is deleted. The
checkout has been recorded and won't be erased just because the item no
longer exists. Like when I retire, the work I have done over twenty years
doesn't disappear.

What am I missing?

Thank you!
Diane Disbro
Pronouns: she/her
Circulation and Special Projects Coordinator
Scenic Regional Library
251 Union Plaza Drive
Union, MO 63084
(636) 583-0652 ext  110
ddis...@scenicregional.org



On Wed, Aug 30, 2023 at 12:27 PM Gina Monti <2033...@bugs.launchpad.net>
wrote:

> Public bug reported:
>
> It'd be helpful if the system allowed the ability to merge circ
> statistics on books (in particular the circulation count) so that when
> we delete one copy of a book, we don't lose the total counts for the
> title.
>
> ** Affects: evergreen
>  Importance: Undecided
>  Status: New
>
>
> ** Tags: cataloging
>
> ** Tags added: cataloging
>
> --
> You received this bug notification because you are subscribed to
> Evergreen.
> Matching subscriptions: EV bug mail
> https://bugs.launchpad.net/bugs/2033543
>
> Title:
>   Merging Circ Stats to Replaced Item Record
>
> Status in Evergreen:
>   New
>
> Bug description:
>   It'd be helpful if the system allowed the ability to merge circ
>   statistics on books (in particular the circulation count) so that when
>   we delete one copy of a book, we don't lose the total counts for the
>   title.
>
> To manage notifications about this bug go to:
> https://bugs.launchpad.net/evergreen/+bug/2033543/+subscriptions
>
>
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[Evergreen-general] computers for those who have never used one

[Diane Disbro via Evergreen-general]

Ideas needed!

1. Do you know if anyone is developing a simple computer that libraries can
make available to patrons who have no idea how to use a standard computer?

2. What help do you offer to patrons who have no idea how to use a
computer? Computer classes are nice but don't meet the needs of the patron
who came to us recently, crying, wanting to send money to her daughter who
is in prison. Do you allow staff to fill out forms with personal and bank
information? Do you allow staff to handle patron phones to print
wirelessly? Or do you advise the patron to bring someone with them who can
take care of the personal business?

Thank you.
Diane Disbro
Pronouns: she/her
Circulation and Special Projects Coordinator
Scenic Regional Library
251 Union Plaza Drive
Union, MO 63084
(636) 583-0652 ext  110
ddis...@scenicregional.org
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Re: [Evergreen-general] Ways to handle shelving location names?

[Diane Disbro via Evergreen-general]

Missouri Evergreen is in the same situation as Bibliomation. Over a
thousand shelving locations for sixty-five libraries. Each member library
creates its own shelving locations. Reporting circulation by target
audience.to the State Library each year is a  challenge.

Pros:
Each library can do what they think is best for their library. Some
libraries use neighborhoods (book store model) and others use traditional
shelving protocols. Some have separate large print sections and some don't.

Cons:
Other libraries don't know what the shelving locations describe. A shelving
location of "Sunshine Superman" means something to the owning library but
nothing to me. Will something in that location be appropriate for my patron?
The State Library report has a margin of error (guess work). Is Sunshine
Superman adult, teen, or children?

Good luck. If you tame the beast, share your plan.

Diane Disbro
Pronouns: she/her
Circulation and Special Projects Coordinator
Scenic Regional Library
251 Union Plaza Drive
Union, MO 63084
(636) 583-0652 ext  110
ddis...@scenicregional.org



On Fri, Aug 11, 2023 at 2:43 PM Terran McCanna via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> We give permissions to designated staff at each library system to manage
> their own shelving locations and they can name them whatever makes sense
> for the patrons in that building.
>
> We've found that it works best to have the shelving locations set at the
> branch level. If you do this, the library can control the settings for a
> very specific location. For example, if there needs to be a building repair
> done in the YA FICTION section at one branch, the shelving location can be
> temporarily made non-OPAC visible and non-holdable without affecting the
> rest of the branch or affecting any other branches that use the same
> shelving location name.
>
> Terran McCanna, PINES Program Manager
> --
>
> Georgia Public Library Service | University System of Georgia
>
> 2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341
>
> (404) 235-7138 | tmcca...@georgialibraries.org
>
> http://help.georgialibraries.org | h...@georgialibraries.org
>
> 
> 
> 
> 
>
> Join our email list  for stories of Georgia
> libraries making an impact in our communities.
>
>
>
> On Fri, Aug 11, 2023 at 3:08 PM Olivia Scully via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
>> Hi everyone,
>>
>> We've been having some internal discussions around handling an
>> increasingly large number of shelving locations across our consortium (over
>> 1300 now), and wanted to ask you all for your thoughts & perspective.
>>
>> How do you all handle shelving locations? Do you have a set standardized
>> list/a list of set options for libraries to choose from? Do you add new
>> location names according to library request? Other ways you might handle
>> locations?
>>
>> And what are the pros & cons of handling things that way vs. other ways?
>>
>> Any thoughts you can share would be very appreciated!!
>>
>> Thank you!
>>
>> Olivia
>>
>> --
>> Olivia Scully* (she/her)*
>> Help Desk Coordinator
>> Bibliomation, Inc. 
>> oscu...@biblio.org
>> (203) 577-4070 <203-577-4070> x113
>> ___
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>>
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>
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Re: [Evergreen-general] Questions about RFID

[Diane Disbro via Evergreen-general]

I can tell you about our experience. I'll write to you off-list.

Diane Disbro
Pronouns: she/her
Circulation and Special Projects Coordinator
Scenic Regional Library
251 Union Plaza Drive
Union, MO 63084
(636) 583-0652 ext  110
ddis...@scenicregional.org



On Mon, Aug 7, 2023 at 11:14 AM Jacqueline Randazzo via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Good afternoon.
>
> Porter County Public Library System is looking into implementing RFID.
> I've spoken to several vendors but would like to hear from libraries that
> are currently using RFID tags or have in the recent past. We are
> particularly interested in hearing the opinions of circulation staff and
> how RFID works in a consortium setting.
> Please contact me if you'd be willing to share your experiences.
> Thank you for your time.
> Jackie Randazzo
>
> --
> Jacqueline Randazzo
> Porter County Public Library System
> Tech Services Cataloging Team Lead
> ___
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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] Evergreen Logging Out with Each New Chrome Tab?

[Diane Disbro via Evergreen-general]

Nope

Diane Disbro
Pronouns: she/her
Circulation and Special Projects Coordinator
Scenic Regional Library
251 Union Plaza Drive
Union, MO 63084
(636) 583-0652 ext  110
ddis...@scenicregional.org



On Thu, Jul 6, 2023 at 2:31 PM Szwagiel, Will via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Good afternoon,
>
>
>
> We have received reports from an NC Cardinal member library that one of
> their staff computers is logging out of Evergreen every time a new tab in
> Google Chrome is opened.  They said they cleared the site data in Google
> Chrome, but that did not help.  We have not been able to replicate the
> issue ourselves, and we suggested that they try uninstalling and
> reinstalling Chrome, because we think it is specifically a Chrome-related
> issue.  Unfortunately, the library reported back that this did not resolve
> the issue, either.  No other member libraries have reported encountering a
> similar issue.
>
>
>
> Has anyone on this list encountered this issue before?  And if so, how did
> you resolve it?  Were you able to resolve it?
>
>
>
> Thank you in advance for any assistance you may be able to provide.
>
>
>
> *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.*
>
>
> ___
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>
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[Evergreen-general] curbside module

[Diane Disbro via Evergreen-general]

Good morning -

A library in the process of migrating to the Missouri Evergreen Consortium
would like to talk to a library currently using the Curbside module. I
don't think anyone in MEC is. Is there someone in the larger community
using it on a regular basis who is willing to talk to this new member
library about it? You may contact me off-list.

Thank you!
Diane Disbro
Pronouns: she/her
Circulation and Special Projects Coordinator
Scenic Regional Library
251 Union Plaza Drive
Union, MO 63084
(636) 583-0652 ext  110
ddis...@scenicregional.org
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Re: [Evergreen-general] Evergreen-general Digest, Vol 35, Issue 22

[Diane Disbro via Evergreen-general]

There are no bills to void. We tried marking it Lost to create a bill that
could be voided to remove the item from Other/SpecCirc. No bill was
created. The current status of the item is both In Transit to the lending
library and Checkedout in the patron's Other/SpecCirc.

The library where this happened is going to submit a helpdesk ticket to
Equinox.

I am going to search for existing bugs!

Diane Disbro
Pronouns: she/her
Circulation and Special Projects Coordinator
Scenic Regional Library
251 Union Plaza Drive
Union, MO 63084
(636) 583-0652 ext  110
ddis...@scenicregional.org



On Mon, Jun 12, 2023 at 11:12 AM Elaine Hardy via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Terran explained it much better than I did!
>
> J. Elaine Hardy, PINES and Collaborative Projects Manager
> --
>
> Georgia Public Library Service
>
> 2872 Woodcock Blvd., Suite 250 | Atlanta, GA 30341
>
> (404) 235-7128 | eha...@georgialibraries.org
>
> (404) 548-4241 | Cell
>
> 
> 
> 
>
> Join our email list  for
> stories of Georgia libraries making an impact in our communities.
>
>
> It does not do to leave a live dragon out of your calculations, if you
> live near him. *— J.R.R. Tolkien*
>
>
>
> On Mon, Jun 12, 2023 at 12:10 PM Elaine Hardy 
> wrote:
>
>> PINES policy is to limit claims returned on  patron's account to five at
>> one time, which is why they aren't automatically removed from the count and
>> must be manually deleted.
>>
>>
>> J. Elaine Hardy, PINES and Collaborative Projects Manager
>> --
>>
>> Georgia Public Library Service
>>
>> 2872 Woodcock Blvd., Suite 250 | Atlanta, GA 30341
>>
>> (404) 235-7128 | eha...@georgialibraries.org
>>
>> (404) 548-4241 | Cell
>>
>> 
>> 
>> 
>>
>> Join our email list  for
>> stories of Georgia libraries making an impact in our communities.
>>
>>
>> It does not do to leave a live dragon out of your calculations, if you
>> live near him. *— J.R.R. Tolkien*
>>
>>
>>
>> On Mon, Jun 12, 2023 at 11:44 AM Terri Moser via Evergreen-general <
>> evergreen-general@list.evergreen-ils.org> wrote:
>>
>>> Diane  If there are no bills attached to the item, then you can edit the
>>> number of claims return in the patron account*-if *you have the  Circ1,
>>> LibraryManager, or LocalAdmin permissions.
>>> But the system does not automatically remove that number in the patron
>>> count- which is dumb.
>>> Terri Moser
>>> Circulation Supervisor
>>> Neosho Newton County Library
>>>"Never let a problem to be solved become more important
>>> than a person to be loved."
>>>-Thomas S. Monson
>>>
>>>
>>> On Mon, Jun 12, 2023 at 10:10 AM <
>>> evergreen-general-requ...@list.evergreen-ils.org> wrote:
>>>
 Send Evergreen-general mailing list submissions to
 evergreen-general@list.evergreen-ils.org

 To subscribe or unsubscribe via the World Wide Web, visit

 http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general

 or, via email, send a message with subject or body 'help' to
 evergreen-general-requ...@list.evergreen-ils.org

 You can reach the person managing the list at
 evergreen-general-ow...@list.evergreen-ils.org

 When replying, please edit your Subject line so it is more specific
 than "Re: Contents of Evergreen-general digest..."


 Today's Topics:

1. claims returned (Diane Disbro)
2. Reminder: Conference Planning Committee Meeting June 20
   (Gina Monti)
3. Developer meeting reminder: June 13th at 3pm Eastern, 12
   Pacific (Blake Graham-Henderson)
4. Re: Voluntary Product Accessibility Template (VPAT)
   (Galen Charlton)


 --

 Message: 1
 Date: Mon, 12 Jun 2023 09:06:43 -0500
 From: Diane Disbro 
 To: Evergreen Discussion Group
 
 Subject: [Evergreen-general] claims returned
 Message-ID:
 >>> 4...@mail.gmail.com>
 Content-Type: text/plain; charset="utf-8"

 Good morning -

 A staff member at a Missouri Evergreen library marked an item Claims
 Returned. The item was later checked in. Is there any way to remove it
 from
 the patron's Other/Special Circulations? We tried everything that we can
 think of.

 Thanks for any advice you can give.

 Diane Disbro
 Pronouns: she/her
 Circulation and Special Projects Coordinator
 Scenic Regional Library
 251 Union Plaza Drive
 

Re: [Evergreen-general] Evergreen-general Digest, Vol 35, Issue 22

[Diane Disbro via Evergreen-general]

Will this remove the item for Special/Circulations?

Diane Disbro
Pronouns: she/her
Circulation and Special Projects Coordinator
Scenic Regional Library
251 Union Plaza Drive
Union, MO 63084
(636) 583-0652 ext  110
ddis...@scenicregional.org



On Mon, Jun 12, 2023 at 10:44 AM Terri Moser via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Diane  If there are no bills attached to the item, then you can edit the
> number of claims return in the patron account*-if *you have the  Circ1,
> LibraryManager, or LocalAdmin permissions.
> But the system does not automatically remove that number in the patron
> count- which is dumb.
> Terri Moser
> Circulation Supervisor
> Neosho Newton County Library
>"Never let a problem to be solved become more important
> than a person to be loved."
>-Thomas S. Monson
>
>
> On Mon, Jun 12, 2023 at 10:10 AM <
> evergreen-general-requ...@list.evergreen-ils.org> wrote:
>
>> Send Evergreen-general mailing list submissions to
>> evergreen-general@list.evergreen-ils.org
>>
>> To subscribe or unsubscribe via the World Wide Web, visit
>>
>> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>>
>> or, via email, send a message with subject or body 'help' to
>> evergreen-general-requ...@list.evergreen-ils.org
>>
>> You can reach the person managing the list at
>> evergreen-general-ow...@list.evergreen-ils.org
>>
>> When replying, please edit your Subject line so it is more specific
>> than "Re: Contents of Evergreen-general digest..."
>>
>>
>> Today's Topics:
>>
>>1. claims returned (Diane Disbro)
>>2. Reminder: Conference Planning Committee Meeting June 20
>>   (Gina Monti)
>>3. Developer meeting reminder: June 13th at 3pm Eastern, 12
>>   Pacific (Blake Graham-Henderson)
>>4. Re: Voluntary Product Accessibility Template (VPAT)
>>   (Galen Charlton)
>>
>>
>> --
>>
>> Message: 1
>> Date: Mon, 12 Jun 2023 09:06:43 -0500
>> From: Diane Disbro 
>> To: Evergreen Discussion Group
>> 
>> Subject: [Evergreen-general] claims returned
>> Message-ID:
>> > 4...@mail.gmail.com>
>> Content-Type: text/plain; charset="utf-8"
>>
>> Good morning -
>>
>> A staff member at a Missouri Evergreen library marked an item Claims
>> Returned. The item was later checked in. Is there any way to remove it
>> from
>> the patron's Other/Special Circulations? We tried everything that we can
>> think of.
>>
>> Thanks for any advice you can give.
>>
>> Diane Disbro
>> Pronouns: she/her
>> Circulation and Special Projects Coordinator
>> Scenic Regional Library
>> 251 Union Plaza Drive
>> Union, MO 63084
>> (636) 583-0652 ext  110
>> ddis...@scenicregional.org
>> -- next part --
>> An HTML attachment was scrubbed...
>> URL: <
>> http://list.evergreen-ils.org/pipermail/evergreen-general/attachments/20230612/dda1e3b7/attachment-0001.htm
>> >
>>
>> --
>>
>> Message: 2
>> Date: Mon, 12 Jun 2023 10:08:28 -0400
>> From: Gina Monti 
>> To: Evergreen Discussion Group
>> 
>> Subject: [Evergreen-general] Reminder: Conference Planning Committee
>> Meeting June 20
>> Message-ID:
>> > nfs3tc39j7ogyqqdfxee2...@mail.gmail.com>
>> Content-Type: text/plain; charset="utf-8"
>>
>> Hello All!
>>
>> This is a reminder that the 2024 EG Conference Planning Committee will be
>> having our first meeting Tuesday, June 20 12pm Central/1pm Eastern.
>>
>> If you would like to attend, please send me a reply off list!  Thank you!
>>
>> --
>> Gina Monti
>> Evergreen Systems Specialist
>> Bibliomation, Inc.
>> (203) 577-4070 ext. 109
>> -- next part --
>> An HTML attachment was scrubbed...
>> URL: <
>> http://list.evergreen-ils.org/pipermail/evergreen-general/attachments/20230612/cadbf9d9/attachment-0001.htm
>> >
>>
>> --
>>
>> Message: 3
>> Date: Mon, 12 Jun 2023 09:39:21 -0500
>> From: Blake Graham-Henderson 
>> To: Evergreen Development Discussion List
>> , Evergreen Discussion
>> Group
>> , eg-newdevs
>> 
>> Subject: [Evergreen-general] Developer meeting reminder: June 13th at
>> 3pm Eastern, 12 Pacific
>> Message-ID:
>> 
>> Content-Type: text/plain; charset=UTF-8; format=flowed
>>
>> All,
>>
>> A friendly reminder that we'll have our Evergreen dev meeting in IRC
>> tomorrow, June 13th at 3pm Eastern, 12 Pacific.
>>
>> Agenda:
>> https://wiki.evergreen-ils.org/doku.php?id=dev:meetings:2023-06-13
>>
>> --
>> -Blake-
>> Conducting Magic
>> Will consume any data format
>> MOBIUS
>>
>>
>>
>> --
>>
>> Message: 4
>> Date: Mon, 12 Jun 2023 11:09:54 -0400
>> From: Galen Charlton 
>> To: Evergreen Discussion Group
>> 
>> Subject: Re: [Evergreen-general] Voluntary Product Accessibility
>> Template (VPAT)
>> Message-ID:
>>   

[Evergreen-general] claims returned

[Diane Disbro via Evergreen-general]

Good morning -

A staff member at a Missouri Evergreen library marked an item Claims
Returned. The item was later checked in. Is there any way to remove it from
the patron's Other/Special Circulations? We tried everything that we can
think of.

Thanks for any advice you can give.

Diane Disbro
Pronouns: she/her
Circulation and Special Projects Coordinator
Scenic Regional Library
251 Union Plaza Drive
Union, MO 63084
(636) 583-0652 ext  110
ddis...@scenicregional.org
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Re: [Evergreen-general] Documentation for item status

[Diane Disbro via Evergreen-general]

This is interesting. Are items in Display status holdable?

Diane Disbro
Pronouns: she/her
Circulation and Special Projects Coordinator
Scenic Regional Library
251 Union Plaza Drive
Union, MO 63084
(636) 583-0652 ext  110
ddis...@scenicregional.org



On Tue, May 30, 2023 at 8:16 AM Frasur, Ruth  wrote:

> We have a display status as well.  It functions differently than a
> shelving location.  If an item is in the display status, it stays in that
> status until it is checked back in.  Then it goes into reshelving back to
> its home shelving location.
>
>
>
> Ruth Frasur (she/they)
>
> Coordinator
>
> *Evergreen Indiana Library Consortium*
>
> *Evergreen Community Development Initiative*
>
> Indiana State Library
>
> 140 N. Senate Ave.
>
> Indianapolis, IN 46204
>
> (317) 232-3691
>
>
>
> *From:* Evergreen-general <
> evergreen-general-boun...@list.evergreen-ils.org> *On Behalf Of *Diane
> Disbro via Evergreen-general
> *Sent:* Saturday, May 27, 2023 11:06 AM
> *To:* Evergreen Discussion Group  >
> *Cc:* Diane Disbro 
> *Subject:* Re: [Evergreen-general] Documentation for item status
>
>
>
>  This is an EXTERNAL email. Exercise caution. DO NOT open attachments
> or click links from unknown senders or unexpected email. 
> --
>
> Hi, Benjamin -
>
>
>
> I don't know about documentation but it looks like you are talking about
> two different things: Status and Shelving Location. Reshelving, Missing,
> Lost, In Transit are statuses. Display and Storage are locations.
>
>
>
> ???
>
>
>
> Diane Disbro
>
> Pronouns: she/her
>
> Circulation and Special Projects Coordinator
>
> Scenic Regional Library
>
> 251 Union Plaza Drive
>
> Union, MO 63084
>
> (636) 583-0652 ext  110
>
> ddis...@scenicregional.org
>
>
>
>
>
>
>
> On Thu, May 25, 2023 at 11:08 AM Benjamin Kalish via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
> Hi, folks!
>
>
>
> I've been unable to find documentation of how item statuses work! Could
> someone point me in the right direction?
>
>
>
> I know there is a list of item status and instructions for adding new
> status at Evergreen docs / System Administration From the Staff Client /
> Item Statuses
> <https://protect2.fireeye.com/v1/url?k=31323334-50bba2bf-31367a34-4544474f5631-a36bc479c5f8ddd0=1=d8158fee-0dd3-4988-b3c4-b9c5b68f59c9=https%3A%2F%2Fdocs.evergreen-ils.org%2Feg%2Fdocs%2F3.8%2Fadmin%2Fcopy_statuses.html%23%3A%7E%3Atext%3DTo%20navigate%20to%20the%20item%2Cof%20items%20in%20your%20system.>,
> but it leaves some fundamental questions unanswered:
>
>- Besides staff editing an item directly, what are the other
>conditions that cause the item status to change, and how do they change?
>- Do all items get reshelving status on check in?
>- When reshelving status expires, what determines the new status?
>
> I'm particularly interested in how items with status custom statuses (we
> use In Library Use, Display, and Storage a lot at my library) change on
> checkin, but I feel like all of this should be well documented in some easy
> to find place.
>
>
>
> Benjamin Kalish
> Forbes Library / 413-587-1012 / bkal...@forbeslibrary.org
>
>
>
> Support Forbes Library:
>
> · Consider giving a gift
> <https://protect2.fireeye.com/v1/url?k=31323334-50bba2bf-31367a34-4544474f5631-568d40b80fa9e66d=1=d8158fee-0dd3-4988-b3c4-b9c5b68f59c9=https%3A%2F%2Fforbeslibrary.org%2Fgiving%2Fdonate-online%2F>
>  to
> Forbes Library
>
> · Vote for the Friends of Forbes in the Florence Bank Community
> Grant Program
> <https://protect2.fireeye.com/v1/url?k=31323334-50bba2bf-31367a34-4544474f5631-bfa5ca24a65716f7=1=d8158fee-0dd3-4988-b3c4-b9c5b68f59c9=https%3A%2F%2Fwww.florencebank.com%2Fvote>
> .
>
> · Join the Friends of Forbes today
> <https://protect2.fireeye.com/v1/url?k=31323334-50bba2bf-31367a34-4544474f5631-23132c176141b76d=1=d8158fee-0dd3-4988-b3c4-b9c5b68f59c9=https%3A%2F%2Fforbeslibrary.org%2Ffriends%2F>
> !
>
> Currently reading: *Word Nerd: Dispatches from the Games, Grammar, and
> Geek Underground* by John D. Williams
>
> Just Finished: *Resurgence *by C. J. Cherryh
>
>
>
> For information about accessibility at the library, please see:
> http://forbeslibrary.org/accessibility/
>
> <https://protect2.fireeye.com/v1/url?k=31323334-50bba2bf-31367a34-4544474f5631-ecc0c879fee967c5=1=d8158fee-0dd3-4988-b3c4-b9c5b68f59c9=http%3A%2F%2Fforbeslibrary.org%2Faccessibility%2F>
>
> ___
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> E

Re: [Evergreen-general] Documentation for item status

[Diane Disbro via Evergreen-general]

Hi, Benjamin -

I don't know about documentation but it looks like you are talking about
two different things: Status and Shelving Location. Reshelving, Missing,
Lost, In Transit are statuses. Display and Storage are locations.

???

Diane Disbro
Pronouns: she/her
Circulation and Special Projects Coordinator
Scenic Regional Library
251 Union Plaza Drive
Union, MO 63084
(636) 583-0652 ext  110
ddis...@scenicregional.org



On Thu, May 25, 2023 at 11:08 AM Benjamin Kalish via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Hi, folks!
>
> I've been unable to find documentation of how item statuses work! Could
> someone point me in the right direction?
>
> I know there is a list of item status and instructions for adding new
> status at Evergreen docs / System Administration From the Staff Client /
> Item Statuses
> ,
> but it leaves some fundamental questions unanswered:
>
>- Besides staff editing an item directly, what are the other
>conditions that cause the item status to change, and how do they change?
>- Do all items get reshelving status on check in?
>- When reshelving status expires, what determines the new status?
>
> I'm particularly interested in how items with status custom statuses (we
> use In Library Use, Display, and Storage a lot at my library) change on
> checkin, but I feel like all of this should be well documented in some easy
> to find place.
>
> Benjamin Kalish
> Forbes Library / 413-587-1012 / bkal...@forbeslibrary.org
>
> 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: *Word Nerd: Dispatches from the Games, Grammar, and
> Geek Underground* by John D. Williams
> Just Finished: *Resurgence *by C. J. Cherryh
>
> For information about accessibility at the library, please see:
> http://forbeslibrary.org/accessibility/
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> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>
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Re: [Evergreen-general] User Interface Interest Group Meeting: June 6 at 2pm Eastern

[Diane Disbro via Evergreen-general]

This is exciting! I've added the meeting to my calendar.

Diane Disbro
Pronouns: she/her
Circulation and Special Projects Coordinator
Scenic Regional Library
251 Union Plaza Drive
Union, MO 63084
(636) 583-0652 ext  110
ddis...@scenicregional.org



On Tue, May 23, 2023 at 4:59 PM Stephanie Leary via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Good afternoon, everyone! I'd like to invite you to the first online
> meeting of the UI Interest Group: June 6 at 2pm Eastern. Meeting link:
> https://meet.google.com/avm-hdae-awu
>
> We will mostly be discussing logistics: how the group should function, how
> best to collect data for some of the specific projects we have coming up,
> and (most importantly) when to schedule our regular meetings.
>
> Here's our agenda:
> https://docs.google.com/document/d/1bMbuj2-fm-cGByD-4rBlr_nqV7Ge8ccWZ6OWVQthQ4Y/edit?usp=sharing
>
> At the top of the agenda you'll find links to the slides and video from
> the conference, including the 5-minute lightning talk introduction to this
> group. There is a long list of topics for future discussions!
>
>
> Stephanie Leary
> Front End Developer
> Equinox Open Library Initiative
> stephanie.le...@equinoxoli.org
> https://www.equinoxOLI.org
> phone: 877-OPEN-ILS (673-6457)
> ___
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> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
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Re: [Evergreen-general] Conference Videos

[Diane Disbro via Evergreen-general]

Thank you!

Diane Disbro
Pronouns: she/her
Circulation and Special Projects Coordinator
Scenic Regional Library
251 Union Plaza Drive
Union, MO 63084
(636) 583-0652 ext  110
ddis...@scenicregional.org



On Wed, May 3, 2023 at 7:14 AM Rogan Hamby via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Most of the conference videos have now been loaded to a conference
> playlist on the Youtube channel.
> https://www.youtube.com/watch?v=x5PRCUx8M-E=PLsktT5b82paVxSN4d_EfKpJdJLGIRdlb4
>
> I think there may be a couple that I don't have yet but any new ones will
> be loaded as I receive them.  They have not been tagged with
> presentation specific keywords yet but will be at a future stage. I didn't
> see that as a barrier to going ahead and posting them though.
>
>
> Rogan Hamby (he/him/his), MLIS
>
> Data and Project Analyst
>
> Equinox Open Library Initiative
>
> rogan.ha...@equinoxoli.org
>
> www.equinoxOLI.org
>
>
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[Evergreen-general] GUI ?

[Diane Disbro via Evergreen-general]

What does GUI mean as displayed in Library Settings here ---

[image: image.png]

Diane Disbro
Pronouns: she/her
Circulation and Special Projects Coordinator
Scenic Regional Library
251 Union Plaza Drive
Union, MO 63084
(636) 583-0652 ext  110
ddis...@scenicregional.org
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Re: [Evergreen-general] SMS notice bounce backs

[Diane Disbro via Evergreen-general]

This would need to be done at the ILS server host level rather than at the
library level?

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 Wed, Feb 8, 2023 at 11:31 AM Josh Stompro via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Just in case you were looking for alternatives, We switched from the email
> sms gateway to using an API provided by a vendor (flowroute) back in 2018
> and that works so much better.  No need to know the carrier of the user.
> And we can check each message for deliverability with another api call
> later on, to know which numbers are having issues.
>
> I hacked together a new action trigger reactor to send the message, and a
> perl script to go back and check deliverability later.
> https://bugs.launchpad.net/evergreen/+bug/1667080
>
> The cost is minimal for us, $100 a year or so for the per message cost.
>
> I currently need to figure out a way to get replies routed back to the
> customers home/pickup library though.  Right now they just go to me, and
> figuring out which customer and what notice is time consuming.
>
> Josh
>
> On Thu, Jan 26, 2023 at 11:42 AM Elizabeth Davis via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
>>
>>
>> Hi,
>>
>>
>>
>> I’m curious if anyone else is having bounce back issues with their SMS
>> notices.  Our libraries have seen an increase in bounce backs from a few
>> different carriers, mostly Verizon and AT  The bounce backs usually say
>> that the user can’t be found or that the service is unavailable.  In most
>> cases the users are getting the SMS messages, albeit on a delay.  These
>> locations are not having email notice issues, so the sending address is
>> good.
>>
>>
>>
>> I was just curious if anyone is also experiencing this and if they found
>> anything to remedy the situation.
>>
>>
>>
>> Thanks,
>>
>>
>>
>>
>>
>> *Elizabeth Davis* (she/her), *Support & Project Management Specialist*
>>
>> *Pennsylvania Integrated Library System **(PaILS) | SPARK*
>>
>> (717) 256-1627 | elizabeth.da...@sparkpa.org
>> 
>> support.sparkpa.org | supp...@sparkpa.org
>>
>>
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Re: [Evergreen-general] new evergreen libraries in 2022

[Diane Disbro via Evergreen-general]

Missouri Evergreen 2022 migrations

January 21, 2022 Reynolds County Library District (RCLD)

MY9 none
March 24, 2022 Ralls County Library District (RALLS)
 XV8 Book
Systems
November 17, 2022 Barton County Library District (BARTON)

WZ8
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 Tue, Feb 7, 2023 at 8:55 AM Rogan Hamby via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> As an addendum to this, if your consortium has already been using
> Evergreen for some time but migrated a new library into your consortium in
> 2022 that definitely counts as a new library using Evergreen for this
> purpose.
>
> On Tue, Feb 7, 2023 at 9:06 AM Rogan Hamby 
> wrote:
>
>> Good morning,
>>
>> The Outreach Committee is assembling the 2022 Community Annual Report and
>> we want to hear from any new libraries that adopted Evergrene in 2022.
>> Please let me know,on or off list, if you began using Evergreen in 2022 and
>> where you're located!
>>
>>
>>
>> Rogan Hamby (he/him/his), MLIS
>>
>> Data and Project Analyst
>>
>> Equinox Open Library Initiative
>>
>> rogan.ha...@equinoxoli.org
>>
>> www.equinoxOLI.org
>>
>>
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Re: [Evergreen-general] Happy Friday!

[Diane Disbro via Evergreen-general]

That would be so fun for April Fool's Day! But I don't see Edit when I
right click.

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 Fri, Feb 3, 2023 at 3:27 PM Peg Pelletier via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Actually, you can easily change the tab name by right clicking on it and
> selecting edit (you can see my own "chicken" behind that screen).
>
> :)
>
>
> Peg Pelletier
> Senior Library Clerk
> Newark Public Library
> 121 High Street
> Newark, NY  14513
> New Email: ppellet...@owwl.org
>
> Newark Public Library : Connect. Explore. Imagine.
>
>
> --
> *From: *"Rogan Hamby via Evergreen-general" <
> evergreen-general@list.evergreen-ils.org>
> *To: *"Evergreen Discussion Group" <
> evergreen-general@list.evergreen-ils.org>
> *Cc: *"Rogan Hamby" 
> *Sent: *Friday, February 3, 2023 10:00:52 AM
> *Subject: *Re: [Evergreen-general] Happy Friday!
>
> That is funny!  Me thinks someone was playing with the dev tools on the
> browser and decided to leave a laugh for others.
>
> On Fri, Feb 3, 2023 at 9:41 AM Michelle Swane via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
>> Too funny!
>>
>> On Feb 3, 2023, at 7:29 AM, Diane Disbro via Evergreen-general <
>> evergreen-general@list.evergreen-ils.org> wrote:
>>
>> This was seen by one of our staff members yesterday, February 2. Not
>> photoshopped!
>> 
>>
>> 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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Re: [Evergreen-general] SMS notice bounce backs

[Diane Disbro via Evergreen-general]

Some of our Missouri Evergreen patrons receive old, stored-up, out-dated
messages in a bundle.at midnight, which they don't like.

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 Thu, Jan 26, 2023 at 11:50 AM Kate Coleman via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Yes, our whole consortium is reporting issues, especially with AT and
> Cricket. Our host has tried to get to the bottom of it and said:
>
> "Yes, there is a huge issue right now with Cricket / AT and them wanting
> to stop receiving email to SMS messages, and that's how Evergreen sends
> them. AT has been actively trying to get their users to turn off the
> "email to SMS" function on their phones, as a way to deter spam, and the
> patrons may not know that this will effect SMS messages from the ILS. We
> don't have a solution. Any attempts I've made to reach out to AT have
> gone nowhere unfortunately."
>
>
>
>
>
> On Thu, Jan 26, 2023 at 11:42 AM Elizabeth Davis via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
>>
>>
>> Hi,
>>
>>
>>
>> I’m curious if anyone else is having bounce back issues with their SMS
>> notices.  Our libraries have seen an increase in bounce backs from a few
>> different carriers, mostly Verizon and AT  The bounce backs usually say
>> that the user can’t be found or that the service is unavailable.  In most
>> cases the users are getting the SMS messages, albeit on a delay.  These
>> locations are not having email notice issues, so the sending address is
>> good.
>>
>>
>>
>> I was just curious if anyone is also experiencing this and if they found
>> anything to remedy the situation.
>>
>>
>>
>> Thanks,
>>
>>
>>
>>
>>
>> *Elizabeth Davis* (she/her), *Support & Project Management Specialist*
>>
>> *Pennsylvania Integrated Library System **(PaILS) | SPARK*
>>
>> (717) 256-1627 | elizabeth.da...@sparkpa.org
>> 
>> support.sparkpa.org | supp...@sparkpa.org
>>
>>
>> ___
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>>
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Re: [Evergreen-general] help with Hold Groups presentation

[Diane Disbro via Evergreen-general]

Thank you, Dawn!

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 Thu, Jan 12, 2023 at 10:40 AM Dawn Dale via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Hi Diane,
>
> I sent your survey out to our libraries. You may be getting emails from
> them, at least I hope you will be.
>
> 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
>
> <https://www.facebook.com/georgialibraries>
> <https://www.twitter.com/georgialibs>
> <https://www.instagram.com/georgialibraries/>
>
> Join our email list <http://georgialibraries.org/subscription> for
> stories of Georgia libraries making an impact in our communities.
>
>
>
> On Thu, Jan 12, 2023 at 10:13 AM Diane Disbro via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
>> Good morning -
>>
>> If you use Hold Groups at your library, will you please answer a few
>> questions about your experience? I will anonymize your responses and use
>> them in a presentation that I am preparing.
>>
>> 1. How long have you used Hold Groups?
>> 2. How many groups do you have?
>> 3. Do you use author groups, genre groups, both, or something else
>> altogether?
>> 4. Are you and your patrons happy with how Hold Groups function?
>> 5. Is there anything you would say to a library considering using Hold
>> Groups?
>>
>> 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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>>
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Re: [Evergreen-general] How do you handle placing temporary ILL items on hold?

[Diane Disbro via Evergreen-general]

We have a dozen barcode numbers that are used and reused for ILLS. The ILL
clerk adds title and author and format to the ILL record, attaches the
barcode to the ILL strap, and places a hold for the patron. She checks in
the barcode which triggers a transit to the patron's pickup branch. When it
is checked in at the pickup branch, the patron receives an automated
notification. The owning branch is HQ so when the ILL is returned and
checked in, it is routed back to headquarters where the barcode is cleared
for its next use and the ILL is returned to the lending library.

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 Tue, Jan 3, 2023 at 9:39 AM Murphy, Benjamin via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> We’re looking for suggestions on how to efficiently place ILL items on
> hold for patrons that have requested them. (Items that aren’t in Evergreen
> and won’t need to be there long term.)
>
>
>
> Current behavior we're getting is that the ILL item comes in, the staff
> add it as a pre-cat item, goes to the Item Status screen, scans it and
> places an item hold for the item for the patron. When the item is then
> checked in to capture the hold it says "send to cataloging" because its
> been added as a pre-cat item. That adds a level of complexity that we're
> hoping to avoid.
>
>
>
> Our goal is to have a scenario where the ILL item can be efficiently
> placed on hold for the patron and then the ILL item can be removed once it
> has been circulated. Do any of you have a process you use? Do you have a
> bib record specifically for ILL items that you add items to? Do you have
> some other method that allows for the patron to be notified of the
> available hold and when it is due?
>
>
>
> *Benjamin Murphy*
>
> NC Cardinal Program Manager
>
> State Library of North Carolina
>
> *benjamin.mur...@ncdcr.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.*
>
>
>
>
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Re: [Evergreen-general] Report

[Diane Disbro via Evergreen-general]

Hi, Brandi -

I ran this report
[image: image.png]

Found in Shared Folders > ME Reports > Library Circulations > Lists

I selected one of our branches
 dates between our migration to Evergreen and today
 Adult DVD shelving location
 circulated more than 10 times
[image: image.png]
The resulting report is attached and shows that "Halloween 4" is the most
circulated movie at that location - 28 times.

I could have selected all of Scenic to find the Adult DVD most circulated
in the System.

If someone sees a flaw in this process, please do say so!

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 Tue, Oct 25, 2022 at 12:08 PM Brandi Sanders via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> I am hoping someone can help me out with a template. I am wanting to run a
> report showing what the most checked out book and movie are in our library?
> Any help is greatly appreciated!! I am not good with the reports module.
>
>
>
>  *Brandi J. Sanders*
>
> Bookmobile Director
>
> Perry County Library
>
> 2328 Tell St., Tell City, IN 47586
>
> 812-547-2661
>
> www.tcpclibrary.org
>
>
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report-data - 2022-10-25T122420.776.xlsx
Description: MS-Excel 2007 spreadsheet
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Re: [Evergreen-general] Purging deleted shelving locations

[Diane Disbro via Evergreen-general]

Heat added!

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 Fri, Oct 21, 2022 at 10:23 AM Rogan Hamby via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Unfortunately to actually purge the shelving locations something would
> have to be done in the data base to resolve where they are linked to (off
> the top of my head) both items and circulations.  The best thing would be
> to update the editor to either hide or filter them, which there is a bug
> here for:
>
> https://bugs.launchpad.net/evergreen/+bug/1917092
>
> I think it deserves more heat added to it and one of the other bugs
> complicating it was resolved in August.
>
> On Fri, Oct 21, 2022 at 11:16 AM Murphy, Benjamin via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
>> After a successful shelving location consolidation project a few years
>> ago, we’ve found ourselves in a scenario where 85% of our shelving location
>> are flagged as deleted, but they still show up in the Shelving Locations
>> Editor interface. We’d like to properly purge these shelving locations from
>> the database, but before doing so we’ll need to update a bunch of legacy
>> data like deleted items, old circulations, acquisition line items etc.
>> Based on our consolidation project we have a map of old shelving location
>> to new shelving location, and we can find which tables reference
>> asset.copy_location so that we know what data to update to the new
>> identifiers, but we’re also aware of other places where shelving locations
>> can show up like item templates and reports.
>>
>>
>>
>> Have any of you taken on a project to actually purge shelving location
>> entries from the asset.copy_location table? If so, do you have any words of
>> advice for things to look out for or address in the process other than
>> strictly updating an ID from one value to another in a database table?
>>
>>
>>
>> *Benjamin Murphy*
>>
>> NC Cardinal Program Manager
>>
>> State Library of North Carolina
>>
>> *benjamin.mur...@ncdcr.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.*
>>
>>
>>
>>
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Re: [Evergreen-general] Untargeted expiration

[Diane Disbro via Evergreen-general]

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



On Wed, Sep 21, 2022 at 10:42 AM Josh Stompro via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> I have a memory of that message being caused by the hold feature that
> loops through item circ locations in sequence for targeting.. If it tries
> all possible locations a certain number of times, and an item isn't
> captured it cancels the hold with that message.  Feature may be called
> target loops?
>
> We had that enabled by mistake when we first migrated, so I remember
> having to track it down.
>
> Do you have the library settings "Maximum library target attempts" set?
>
>> When this value is set and greater than 0, the system will only attempt
>> to find a copy at each possible branch the configured number of times
>
>
> Setting code is 'circ.holds.max_org_unit_target_loops'
>
> I found this in the 2.12 new features documentation.
>
> When configured, hold target loops cycle through all org units (with
>> targetable copies) instead of repeatedly targeting copies at the pickup
>> library when multiple targetable copies exist at the pickup library.
>> • When configured, hold target loops prioritize (targetable) org units
>> first by the number of previous target attempts, then by their
>> weight/proximity. This effectively back-fills org units that had no
>> targetable copies during earlier target loops so that they are targeted as
>> many times as other org units (to the extent possible, anyway).
>
>
>
> On Fri, Sep 16, 2022 at 1:23 PM Erica Rohlfs via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
>> Good Afternoon Diane,
>>
>> There are at least 2 specific scenarios that I can think of that show as
>> this cancellation cause. There are probably others.
>>
>>1. If the item with a copy level hold is deleted, then the copy hold
>>will disappear; however, it will appear in the patron’s “show cancelled
>>holds” screen (in the Holds tab) as an Untargeted expiration.
>>2. If  Library Setting: *Delete bib if all copies are deleted via
>>Acquisitions lineitem cancellation* is set to True, and if your
>>patrons already have holds on your On Order items (on order via an acq 
>> PO),
>>then - when you need to cancel the order, with this value set to True, the
>>    patron's hold will automatically cancel. More specifically, it will cancel
>>with the Cancel Cause of Untargeted expiration.
>>
>> I hope this helps.
>>
>> Thank You,
>> Erica
>>
>> On Fri, Sep 16, 2022 at 1:41 PM Diane Disbro via Evergreen-general <
>> evergreen-general@list.evergreen-ils.org> wrote:
>>
>>> Good afternoon -
>>>
>>> What is the definition for the Hold Cancel Cause "Untargeted expiration?"
>>>
>>> Thanks.
>>> 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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>>>
>>
>>
>> --
>> Erica Rohlfs, MLIS, PMP
>> Senior Implementation Project Manager
>> Equinox Open Library Initiative
>> erica.roh...@equinoxoli.org
>> https://equinoxOLI.org
>> phone: 877-OPEN-ILS (673-6457)
>> direct: 770-709-5572
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[Evergreen-general] Untargeted expiration

[Diane Disbro via Evergreen-general]

Good afternoon -

What is the definition for the Hold Cancel Cause "Untargeted expiration?"

Thanks.
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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Re: [Evergreen-general] Searching

[Diane Disbro via Evergreen-general]

Yes! Check the Limit to Available box when searching.

[image: image.png]

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 Sat, Sep 3, 2022 at 10:34 AM Misty via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Is there a way to search Evergreen by only wait can be held?
>
>
>
>
> *Misty Morse [She/Her]Librarian Assistant/Cataloger/Notary PublicClinton
> Public Library*
> *765-832-8349313 S. 4th St. Clinton, In.,478**42*
> *  “Reading one book is like eating one potato chip"*   ― Diane Duane, So
> You Want to Be a Wizard 
>
> ___
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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] Are you using Hold Groups?

[Diane Disbro via Evergreen-general]

This is great! When I was testing the feature and added patrons to groups,
it was NOT possible to see the group membership in the patron's account. I
just checked the live server and you are right! I can see groups that
patrons belong to.

Thanks!

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, Aug 29, 2022 at 8:53 AM Andrea Buntz Neiman 
wrote:

> Hi Diane,
>
> Staff can see a patron's hold group membership from their Patron account
> in the staff interface (under Other --> Hold Groups). Staff can remove a
> patron from a Hold Group via their Patron account, and add them to a Hold
> Group via Patron Search and/or the Circulation --> Hold Groups interface.
>
> Patrons can see their membership in all Hold Groups marked patron-visible
> from OPAC --> My Account:
>
>
> https://docs.evergreen-ils.org/eg/docs/latest/circulation/basic_holds.html#_from_the_my_account_interface_in_the_opac
>
> Patrons can remove themselves from patron-visible Hold Groups via the
> OPAC, but they cannot add themselves to Hold Groups - they need to ask
> staff to do that.
>
> Hope this helps,
> Andrea
>
> On Tue, Aug 23, 2022 at 11:39 AM Diane Disbro via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
>> I am very excited about using Hold Groups! Patrons don't always know when
>> an author publishes a new book.
>>
>> Not being able to see in the patron's account which group she belongs to
>> is a hindrance. Jane calls to see if she is in the Janet Evanovich group
>> and staff have to look through the list of patrons in that group rather
>> than accessing the information in Jane's account.
>>
>> 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 Tue, Aug 23, 2022 at 9:21 AM Terran McCanna via Evergreen-general <
>> evergreen-general@list.evergreen-ils.org> wrote:
>>
>>> In my opinion, the thing that would make Hold Groups much more usable
>>> would be the ability to see all Hold Groups for a branch or system at once.
>>> As it stands, when you pull up a list of existing hold groups it only shows
>>> your own:
>>>
>>> https://bugs.launchpad.net/evergreen/+bug/1955999
>>>
>>> There is also some missing functionality in the Angular Staff Catalog
>>> that still needs to be added for feature parity:
>>>
>>> https://bugs.launchpad.net/evergreen/+bug/1918183
>>>
>>>
>>> Terran McCanna, PINES Program Manager
>>> --
>>>
>>> Georgia Public Library Service | University System of Georgia
>>>
>>> 2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341
>>>
>>> (404) 235-7138 | tmcca...@georgialibraries.org
>>>
>>> http://help.georgialibraries.org | h...@georgialibraries.org
>>>
>>> <https://www.facebook.com/georgialibraries>
>>> <https://www.twitter.com/georgialibs>
>>> <https://www.instagram.com/georgialibraries/>
>>> <https://www.twitter.com/georgialibs>
>>>
>>> Join our email list <http://georgialibraries.org> for stories of
>>> Georgia libraries making an impact in our communities.
>>>
>>>
>>>
>>> On Tue, Aug 23, 2022 at 10:03 AM Chauncey Montgomery via
>>> Evergreen-general  wrote:
>>>
>>>> Our library was involved in supporting the initial development of this
>>>> feature, because we wanted a way to easily place holds for multiple patrons
>>>> on popular authors.  Using the concept of item buckets and patron buckets
>>>> that allowed for batch processing, we thought we could easily expand that
>>>> functionality to include batch hold processing.
>>>>
>>>> There is a learning curve to the feature, as pointed out by Terran, but
>>>> once you get the hang of it, it is pretty easy.  I hope that eventually,
>>>> patrons will be able to manage hold groups themselves, but as it is now
>>>> staff manage them.  We had to start simple.  Perhaps if enough consortia
>>>> start using the feature, we can fund additional development.
>>>>
>>>> In the meantime, we created a simple online form where patrons can
>>>> select authors that they want to subscribe to.  The form data gets sent to
&

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

[Diane Disbro via Evergreen-general]

ls.org> wrote:
>> >
>> > Hold Groups are specialized User Buckets that allow you to save a
>> group of users that you want to be able to place holds for all at once. For
>> example, you could have a book club hold group that allows you to place
>> each month's selection on hold for all members at once instead of one
>> patron at a time. Or a list of patrons who want the next James Patterson
>> book placed on hold as soon as it is available.
>> >
>> >
>> >
>> >   Terran McCanna, PINES Program Manager
>> >
>>  
>> --
>> > Georgia Public Library Service | University System of Georgia
>> > 2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341
>> > (404) 235-7138| tmcca...@georgialibraries.org > tmcca...@georgialibraries.org>
>> >
>> > http://help.georgialibraries.org <http://help.georgialibraries.org>
>> | h...@georgialibraries.org <mailto:h...@georgialibraries.org>
>> >
>> >
>> > <https://www.facebook.com/georgialibraries><
>> https://www.twitter.com/georgialibs><
>> https://www.instagram.com/georgialibraries/><
>> https://www.twitter.com/georgialibs>
>> > Join our email list <http://georgialibraries.org>for stories of
>> Georgia libraries making an impact in our communities.
>> >
>> >
>> >
>> >
>> > On 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?
>> >
>> > -Original Message-
>> > From: "Diane Disbro via Evergreen-general" <
>> evergreen-general@list.evergreen-ils.org > evergreen-general@list.evergreen-ils.org>>
>> > Sent: Monday, August 22, 2022 9:13am
>> > To: "Evergreen Discussion Group" <
>> evergreen-general@list.evergreen-ils.org > evergreen-general@list.evergreen-ils.org>>
>> > Cc: "Diane Disbro" > ddis...@scenicregional.org>>
>> > Subject: [Evergreen-general] Are you using Hold Groups?
>> >
>> >
>> > Good morning -
>> > My library will begin offering Hold Groups to patrons in
>> October. Are those of you who already use Hold Groups happy with how it
>> works?
>> > 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 <mailto:ddis...@scenicregional.org>
>> >
>> >
>> >
>> >
>> > ___
>> > Evergreen-general mailing list
>> > Evergreen-general@list.evergreen-ils.org > Evergreen-general@list.evergreen-ils.org>
>> >
>> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>> <http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>> >
>> >
>> >
>> > ___
>> > Evergreen-general mailing list
>> > 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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[Evergreen-general] Are you using Hold Groups?

[Diane Disbro via Evergreen-general]

Good morning -

My library will begin offering Hold Groups to patrons in October. Are those
of you who already use Hold Groups happy with how it works?

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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Re: [Evergreen-general] Duplicate holds

[Diane Disbro via Evergreen-general]

We were told some years ago that if patrons double click when placing a
hold, they place two hold.

Diane Disbro

On Tue, Jun 28, 2022, 2:50 PM Jennifer Pringle via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Hi Terri,
>
> We've seen that kind of thing happen when staff don't check the item
> in before checking it out to the patron and so the hold isn't actually
> captured.
>
> You may want to take a look a what you have set for the library
> settings "Checkout Fills Related Hold" and "Checkout Fills Related
> Hold On Valid Copy Only"
>
> Hope this helps,
>
> Jennifer
>
>
> Quoting Terri Moser via Evergreen-general
> :
>
> > Anyone else?
> > Have any of you had any trouble with Evergreen sending multiple copies of
> > holds? We just had a patron get second copies of 3 books. It's almost
> like
> > the system renewed the hold when we checked the first copies out.
> > --
> > Terri Moser
> > Circulation Supervisor
> > Neosho Newton County Library
> >"Never let a problem to be solved become more important
> than
> > a person to be loved."
> >-Thomas S. Monson
>
>
> --
> 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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>
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Re: [Evergreen-general] STAFF INITIALS-new accounts

[Diane Disbro via Evergreen-general]

We put branch initials and staff initials in Other Phone. Example: UN-DD
(Union branch - Donald Duck)

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 Thu, May 26, 2022 at 10:47 AM Terri Moser via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> I would like to figure out where to include staff initials on our new
> patron accounts. Does anyone require this info? It is really helpful when
> training new staff to know "who" entered the data.
> Terri Moser
> Circulation Supervisor
> Neosho Newton County Library
>"Never let a problem to be solved become more important
> than a person to be loved."
>-Thomas S. Monson
> ___
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Re: [Evergreen-general] video showing creation of carousels?

[Diane Disbro via Evergreen-general]

Thanks, Misty! This was helpful.

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 Tue, May 24, 2022 at 2:25 PM Misty via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> https://www.youtube.com/watch?v=tWA62jXtVfg
> Above should be the link to the video :)
> Hope this helps
>
>
>
>
> *Misty Morse [She/Her]Librarian Assistant/Cataloger/Notary PublicClinton
> Public Library*
> *765-832-8349313 S. 4th St. Clinton, In.,478**42*
> *  “Reading one book is like eating one potato chip"*   ― Diane Duane, So
> You Want to Be a Wizard <https://www.goodreads.com/work/quotes/3464>
>
>
> On Tue, May 24, 2022 at 03:20 PM, Diane Disbro via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
> I am having trouble following the instructions for creating a manual
> carousel in the documentation. Is there a video version anywhere? The
> videos made at last year's international conference didn't walk through the
> process.
>
> 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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[Evergreen-general] video showing creation of carousels?

[Diane Disbro via Evergreen-general]

I am having trouble following the instructions for creating a manual
carousel in the documentation. Is there a video version anywhere? The
videos made at last year's international conference didn't walk through the
process.

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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Re: [Evergreen-general] Pre-Cat management

[Diane Disbro via Evergreen-general]

That is what we do, Jennifer! We have barcodes that we use only for ILLs.
It is so much easier for circ staff and doesn't leave precat numbers to
delete.

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 Thu, May 19, 2022 at 12:54 PM Jennifer Pringle via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> We currently leave it up to our libraries to delete pre-cats (though I
> know it is possible to identify and delete them in batch in the
> database if you have access).
>
> For our ILLs we recommend that libraries re-use the same barcodes over
> and over again to lower the number of pre-cats that get created/need
> to be deleted.
>
> http://docs.libraries.coop/policy/_inter_library_loan.html#_using_pre_cats_for_incoming_ill
>
> Jennifer
>
>
> Quoting Kate Coleman via Evergreen-general
> :
>
> > We would love to know if there is a batch(ish) way to do this as well. We
> > utilize precats for ILLs most often, so right now we delete them one by
> one
> > at time of return.
> >
> >
> >
> >
> >
> > Currently Reading
> > <
> https://www.goodreads.com/user/email_signature_destination/5960108?utm_medium=reading_link_source=email_signature
> >
> > [image: Book Cover]
> > <
> https://www.goodreads.com/user/email_signature_destination/5960108?utm_medium=cover_source=email_signature
> >
> > [image: Goodreads Logo]
> > <
> https://www.goodreads.com/?utm_medium=gr_logo_source=email_signature>
>
> > Get
> > your own email signature
> > <
> https://www.goodreads.com/user/email_signature_instructions?utm_medium=gyo_link_source=email_signature
> >
> >
> >
> >
> > On Thu, May 19, 2022 at 12:46 PM Elizabeth Davis via Evergreen-general <
> > evergreen-general@list.evergreen-ils.org> wrote:
> >
> >> Hello Everyone
> >>
> >>
> >>
> >> We were just curious how other consortium handle their pre-cat record
> >> management.  Do you run a script to automatically delete items or do you
> >> have a staff member that does it?
> >>
> >>
> >>
> >> Thank you,
> >>
> >>
> >>
> >> Elizabeth Davis
> >>
> >> she/her/hers
> >>
> >> Support & Project Management Specialist
> >>
> >> Pennsylvania Integrated Library System (PaILS)
> >>
> >> www.sparkpa.org
> >>
> >> ‪(717) 256-1627
> >>
> >>
> >> ___
> >> Evergreen-general mailing list
> >> Evergreen-general@list.evergreen-ils.org
> >>
> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
> >>
>
>
> --
> 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

[Diane Disbro via Evergreen-general]

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.
>>>
>>>
>>>
>>> Burlington Public Library inspires, empowers, and connects our community.
>>>
>>>
>>>
>>> [image: 2nd resized for email signature line]
>>>
>>>
>>>
>>>
>>>
>>>
>>>
>>>
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[Evergreen-general] How to see the number in a list ??

[Diane Disbro via Evergreen-general]

Good morning -

Does anyone know how to make the number in a list visible? Once the number
of items in a list reaches triple digits, this is what I see. This is in
the View Holds screen of a catalog record.

[image: image.png]

No amount of hovering over the number or removing columns or decreasing the
size of the screen makes the last two digits visible.

I haven't been able to find a bug for this.

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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Re: [Evergreen-general] Evergreen Booking Module

[Diane Disbro via Evergreen-general]

Hi, Courtney -

I will forward this request to our staff that monitor our Booking
offerings. We use it for book club kits, STEAM trunks, and other children's
materials. We are currently in 3.6 and are updating to 3.8 next month. The
booking module isn't reliable in 3.6. It allows overlapping booking.

Good luck!

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 Fri, Mar 18, 2022 at 9:26 AM Brown, Courtney via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Hello,
>
> I'm reaching out to identify consortiums who are currently using
> Evergreen’s Staff Client Booking Module or have used it in the past. Our
> consortium, NC Cardinal is currently using Evergreen 3-7-2.  We would like
> to hear from you about your experiences with bookings. If possible, we
> would appreciate any in house documentation/training that you may have
> created regarding your consortium's established workflows in Booking. All
> feedback is welcomed!
>
>
>
> Regards,
>
> Courtney
>
>
>
>
>
> *Courtney Brown*
>
> NC Cardinal Systems Librarian
>
> NC Dept. of Natural and Cultural Resources
>
> 919.814.6799 | *courtney.br...@ncdcr.gov *
>
>
>
> 109 East Jones Street  | 4640 Mail Service Center
>
> Raleigh, North Carolina 27699-4600
>
> [image: A close up of a logo Description automatically generated]
> 
>
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>  | YouTube
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>
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Re: [Evergreen-general] Planning the next EG Offline Interface

[Diane Disbro via Evergreen-general]

Occasionally, staff can't get offline to connect from the desktop shortcut.
Then they use an Excel sheet. I'm not sure what is going on when the
connection to the shortcut fails. Anyway, we appreciate the work everyone
does to improve an already great product.

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, Mar 14, 2022 at 12:37 PM Bill Erickson  wrote:

> Just to clarify one point, staff can access the current Evergreen offline
> interface at any time.  The PC does not have to be offline.  Just go to
> Circulation => Offline Interface and select one of the action tabs
> (Checkout, Renew, etc.).  They work fine.
>
> -b
>
> On Mon, Mar 14, 2022 at 1:31 PM Diane Disbro via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
>> Thank you all for working on this! Front line staff will really
>> appreciate it.
>>
>> 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, Mar 14, 2022 at 12:17 PM Morgan, Michele via Evergreen-general <
>> evergreen-general@list.evergreen-ils.org> wrote:
>>
>>> Since it's Pi Day, I'm just tossing out a pie in the sky idea about this.
>>>
>>> It would be great if offline circulation could be seamless, or nearly
>>> so. Many selfcheck kiosks have this feature. They continue to record
>>> transactions when the ILS goes offline, and automatically send them when
>>> connectivity restores.
>>>
>>> I can't offer any suggestions as to how to accomplish this, but it would
>>> be awesome!
>>>
>>> But given Bill's original question, there are merits to an installed
>>> application, a few that come to mind are:
>>>
>>>- Better control over where it's installed.
>>>- The ability to install it when a workstation is offline.
>>>- Easier to train staff since it can be invoked at any time.
>>>
>>> Still hoping for Pi in the sky, though.
>>>
>>> Michele
>>>
>>> --
>>> Michele M. Morgan, Technical Support Analyst
>>> North of Boston Library Exchange, Danvers Massachusetts
>>> mmor...@noblenet.org
>>>
>>>
>>>
>>> On Mon, Mar 14, 2022 at 1:04 PM Bill Erickson via Evergreen-general <
>>> evergreen-general@list.evergreen-ils.org> wrote:
>>>
>>>> Thanks for all the input, everyone.
>>>>
>>>> JFYI, I chose JavaFX for my experiments because:
>>>>
>>>> 1. Hatch uses it, duh, specifically for HTML rendering of print content.
>>>> 2. It's cross-platform
>>>> 3. JavaFX has its own markup language (FXML), which comes with a handy
>>>> "scene builder" for quickly creating/editing UI's.
>>>> 4. Companies outside of Oracle, like Microsoft [1] and Amazon [2], are
>>>> now creating open source builds of OpenJDK.
>>>>
>>>> I'm open to other technologies, though.
>>>>
>>>> [1] https://docs.microsoft.com/en-us/java/openjdk/download
>>>> [2] https://aws.amazon.com/corretto/
>>>>
>>>> -b
>>>>
>>>>
>>>> On Mon, Mar 14, 2022 at 12:18 PM Jason Boyer via Evergreen-general <
>>>> evergreen-general@list.evergreen-ils.org> wrote:
>>>>
>>>>> I do like the idea of an installed application. If there is any issue
>>>>> getting the offline webapp to work staff generally use Excel or Notepad
>>>>> anyway, so something purpose built would be a big step up from that. These
>>>>> (tried and true, long-term battle tested, heh) alternatives show that a
>>>>> dedicated offline utility wouldn’t be required to use Evergreen, just a
>>>>> major UI / UX improvement over some of the alternatives.
>>>>>
>>>>> The main issue with the existing offline interface is that if anything
>>>>> answers on port 80 at all you can’t get into it. So if you have an
>>>>> ldirectord fallback (for a maintenance page, for instance) the only way to
>>>>> get into offline is basically to unplug the cable from the staff machine
>>>>> and try again. The background download of block lists and other assorted
>>>>> settings is also a great idea. Saving things to

Re: [Evergreen-general] override all hold-blocking conditions possible

[Diane Disbro via Evergreen-general]

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



On Mon, Mar 7, 2022 at 4:01 PM Mike Rylander  wrote:

> Hi Diane,
>
> This is only available to staff that are placing holds in the traditional
> catalog, and it won't show up for patrons.  The effect of the checkbox is
> to immediately attempt to override anything that blocks a staff-placed hold
> request, if the staff member has the appropriate permission to do
> so, without asking the staff first.
>
> Thanks,
>
> --
> Mike Rylander
> Research and Development Manager
> Equinox Open Library Initiative
> 1-877-OPEN-ILS (673-6457)
> work: mi...@equinoxoli.org
> personal: mrylan...@gmail.com
> https://equinoxOLI.org
>
>
> On Mon, Mar 7, 2022 at 3:49 PM Diane Disbro via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
>> Good afternoon -
>>
>> Missouri Evergreen is upgrading from 3.6 to 3.8 next month. I see this in
>> the new OPAC. What does it mean? Will patrons be able to add themselves to
>> the hold queue of items with age protection but not be able to exceed the
>> number of holds allowed by their home library?
>>
>> [image: image.png]
>>
>> 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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>> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>>
>
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[Evergreen-general] override all hold-blocking conditions possible

[Diane Disbro via Evergreen-general]

Good afternoon -

Missouri Evergreen is upgrading from 3.6 to 3.8 next month. I see this in
the new OPAC. What does it mean? Will patrons be able to add themselves to
the hold queue of items with age protection but not be able to exceed the
number of holds allowed by their home library?

[image: image.png]

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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Re: [Evergreen-general] Best Practices Question

[Diane Disbro via Evergreen-general]

If they are being used for a program, is checking out to a staff account
false circulation? They *were* used.

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 Fri, Feb 25, 2022 at 9:49 AM Scott Thomas via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Hi,
>
>   I was wondering what best practices are for the following scenario: a
> youth services librarian is preparing for a program and needs to put aside
> 10 books about cats. They don’t want the books to appear on a pullist while
> they have them. We don’t want them to check the books out because it would
> generate a false circulation statistic. We advise them to place a holds on
> the books they need, but is there a better way to take these books out of
> circulation without generating a false statistic?
>
> Thank you,
>
> Scott
>
>
>
>
>
> Scott Thomas
>
> Chief Executive Officer / Director
>
> Scranton Public Library
>
> 500 Vine Street
>
> Scranton, PA 18509-3298
>
> 570-348-3000 x3011
>
> stho...@albright.org
>
>
>
>
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Re: [Evergreen-general] patron permission groups

[Diane Disbro via Evergreen-general]

My tree is empty. I must not have permission to mess with it. I will ask
Equinox about that.

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



On Mon, Jan 31, 2022 at 2:13 PM Jennifer Pringle via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Hello Diane,
>
> Yes, you should be able to customize what permission groups show up in
> the Main Permission Profile Group drop down in the patron record using
> the Permission Tree Display Entries feature (Administration -> Local
> Administration -> Permission Tree Display Entries)
>
> I couldn't find docs on this in the current documentation but the ones
> from 3.2 look the same as what we see in 3.7 -
> https://docs.evergreen-ils.org/3.2/_client_2.html
>
> Permission groups that can't be seen can't be granted to users so
> you'll want to think about what staff permission groups should show to
> library staff with the patron groups.
>
> This feature only affects the drop down in the patron record.  The
> patron search still uses the whole list -
> https://bugs.launchpad.net/evergreen/+bug/1812675
>
> Hope this helps,
>
> Jennifer
>
>
>
> Quoting Diane Disbro via Evergreen-general
> :
>
> > Good afternoon -
> >
> > Missouri Evergreen currently has nineteen patron permission groups. We
> are
> > working on reducing that number. We understand that permission groups are
> > set by the consortium and cannot be customized for each library. But is
> it
> > possible to limit the perms seen by staff at individual libraries to the
> > permissions that should be used at that library? My library uses three
> > permission groups but can see and select all nineteen. Staff go rogue and
> > select perms that shouldn't be selected.
> >
> > 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
>
>
> --
> 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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[Evergreen-general] patron permission groups

[Diane Disbro via Evergreen-general]

Good afternoon -

Missouri Evergreen currently has nineteen patron permission groups. We are
working on reducing that number. We understand that permission groups are
set by the consortium and cannot be customized for each library. But is it
possible to limit the perms seen by staff at individual libraries to the
permissions that should be used at that library? My library uses three
permission groups but can see and select all nineteen. Staff go rogue and
select perms that shouldn't be selected.

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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Re: [Evergreen-general] Old Barcode/Username Change

[Diane Disbro via Evergreen-general]

Thank you to everyone for their help!

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 Thu, Jan 27, 2022 at 11:08 AM Cheryl Middleton <
cheryl.middle...@buncombecounty.org> wrote:

> I've just caught the tail end of this discussion so I'm not sure if our
> solution is pertinent to this issue.  We use patron's barcode as their
> authentication for all on-line/digital usage including Overdrive.  When we
> issue a replacement card for a lost or damaged one, we always ask if the
> patron uses the digital library. If the answer is yes, then we have a
> couple of staff members (it's not something everyone is authorized to do)
> who log into Overdrive support and merge the old and new records.  This
> gives patron access to any holds on the card that was just deactivated with
> issuance of a new card.
>
> *Cheryl Middleton*
>
> ​She/Her
> Branch Manager/Librarian
>
> Buncombe County Public Libraries
>
> Oakley/South Asheville Branch Library
>
> 749 Fairview Road, Asheville, NC 28803
>
>  *p. **(828) 250-4754 *
>
>
>
> *Respect. Honesty. Integrity. Collaboration. Equity*
>
>
> --
> *From:* Evergreen-general <
> evergreen-general-boun...@list.evergreen-ils.org> on behalf of Diane
> Disbro via Evergreen-general 
> *Sent:* Thursday, January 27, 2022 11:57 AM
> *To:* Jessica Woolford 
> *Cc:* Evergreen Discussion Group  >
> *Subject:* Re: [Evergreen-general] Old Barcode/Username Change
>
> There's the key. Both the old and new barcodes need to be active. We don't
> like patrons to have two active barcodes.
>
> 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 Thu, Jan 27, 2022 at 10:52 AM Jessica Woolford 
> wrote:
>
> Just want to offer some clarification. Before Bibliomation's upgrade to
> 3.6.5, if a patron's username matched their inactive barcode, they could
> still log into the OPAC, but the old barcode wouldn't work even though it
> was their username (I think because of this bug:
> https://bugs.launchpad.net/evergreen/+bug/1255561). After the upgrade, if
> their username was an old inactive barcode, they could not login at all in
> the TPAC version of the OPAC, even with their new barcode. We tested this
> on a test system we have running the Bootstrap OPAC, and the behavior is
> the same as it was in TPAC prior to our upgrade (they could log in with the
> new barcode but not the old one). Some community members generously tested
> this on TPAC running a later version, but were not able to replicate what
> we were seeing. So, we need to make sure there isn't some customization or
> unique configuration we're running that's causing this, but since we're
> going to be transitioning to Bootstrap eventually anyway and it's not a
> problem there, we felt a short term solution might be best. So, we wrote
> some SQL to update usernames of the affected patrons to their new barcodes.
>
> Our consortium only uses barcodes to authenticate to OverDrive, so they
> still would have had a problem logging into that service. We have learned
> that some of our libraries just leave the old barcode as active so they can
> continue to use it for OverDrive. The other option is that you can merge
> user IDs in OverDrive Marketplace (video on this here:
> https://resources.overdrive.com/merging-user-ids/).
>
> On Thu, Jan 27, 2022 at 11:12 AM Diane Disbro via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
> And I appreciate the opportunity to ask questions about this! Some of our
> patrons don't want to replace lost cards because they have set up accounts
> with OverDrive and don't want to have to start over. If they DON'T need to
> start over, we can tell them to continue to use their old number for their
> username.
>
> 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 Thu, Jan 27, 2022 at 10:06 AM Dawn Dale via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
> No worries!
>
>
>
> *Dawn Dale, PINES Services Specialist - Circulation*
>
> --
>
> Georgia Public Library Service
>
> 2872 Woodcock Blvd, Suite 250 | Atlanta, GA 30341
>
> (404) 291-2800, dd...@georgialibraries.org
>
> <https://www.facebook.com/georgialibraries>
> <https://www

Re: [Evergreen-general] Old Barcode/Username Change

[Diane Disbro via Evergreen-general]

There's the key. Both the old and new barcodes need to be active. We don't
like patrons to have two active barcodes.

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 Thu, Jan 27, 2022 at 10:52 AM Jessica Woolford 
wrote:

> Just want to offer some clarification. Before Bibliomation's upgrade to
> 3.6.5, if a patron's username matched their inactive barcode, they could
> still log into the OPAC, but the old barcode wouldn't work even though it
> was their username (I think because of this bug:
> https://bugs.launchpad.net/evergreen/+bug/1255561). After the upgrade, if
> their username was an old inactive barcode, they could not login at all in
> the TPAC version of the OPAC, even with their new barcode. We tested this
> on a test system we have running the Bootstrap OPAC, and the behavior is
> the same as it was in TPAC prior to our upgrade (they could log in with the
> new barcode but not the old one). Some community members generously tested
> this on TPAC running a later version, but were not able to replicate what
> we were seeing. So, we need to make sure there isn't some customization or
> unique configuration we're running that's causing this, but since we're
> going to be transitioning to Bootstrap eventually anyway and it's not a
> problem there, we felt a short term solution might be best. So, we wrote
> some SQL to update usernames of the affected patrons to their new barcodes.
>
> Our consortium only uses barcodes to authenticate to OverDrive, so they
> still would have had a problem logging into that service. We have learned
> that some of our libraries just leave the old barcode as active so they can
> continue to use it for OverDrive. The other option is that you can merge
> user IDs in OverDrive Marketplace (video on this here:
> https://resources.overdrive.com/merging-user-ids/).
>
> On Thu, Jan 27, 2022 at 11:12 AM Diane Disbro via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
>> And I appreciate the opportunity to ask questions about this! Some of our
>> patrons don't want to replace lost cards because they have set up accounts
>> with OverDrive and don't want to have to start over. If they DON'T need to
>> start over, we can tell them to continue to use their old number for their
>> username.
>>
>> 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 Thu, Jan 27, 2022 at 10:06 AM Dawn Dale via Evergreen-general <
>> evergreen-general@list.evergreen-ils.org> wrote:
>>
>>> No worries!
>>>
>>>
>>>
>>> *Dawn Dale, PINES Services Specialist - Circulation*
>>>
>>> --
>>>
>>> Georgia Public Library Service
>>>
>>> 2872 Woodcock Blvd, Suite 250 | Atlanta, GA 30341
>>>
>>> (404) 291-2800, dd...@georgialibraries.org
>>>
>>> <https://www.facebook.com/georgialibraries>
>>> <https://www.twitter.com/georgialibs>
>>> <https://www.instagram.com/georgialibraries/>
>>>
>>> Join our email list <http://georgialibraries.org/subscription> for
>>> stories of Georgia libraries making an impact in our communities.
>>>
>>>
>>>
>>> On Thu, Jan 27, 2022 at 11:04 AM Gina Monti  wrote:
>>>
>>>> Sorry, all on the Evergreen discussion page!  I sent this to the wrong
>>>> email list-please disregard.
>>>>
>>>> It's supposed to go to our consortium's Evergreen list.  This is a
>>>> Bibliomation situation we're fixing.
>>>>
>>>> On Thu, Jan 27, 2022 at 11:01 AM Dawn Dale 
>>>> wrote:
>>>>
>>>>> Hi Gina,
>>>>>
>>>>> We have seen some of this as well though I don't have any specific
>>>>> example to share with you. I was going to open a bug but if you want to do
>>>>> that I will add heat.
>>>>>
>>>>>
>>>>>
>>>>> *Dawn Dale, PINES Services Specialist - Circulation*
>>>>>
>>>>> --
>>>>>
>>>>> Georgia Public Library Service
>>>>>
>>>>> 2872 Woodcock Blvd, Suite 250 | Atlanta, GA 30341
>>>>>
>>>>> (404) 291-2800, dd...@georgialibraries.org
>>>&g

Re: [Evergreen-general] Old Barcode/Username Change

[Diane Disbro via Evergreen-general]

And I appreciate the opportunity to ask questions about this! Some of our
patrons don't want to replace lost cards because they have set up accounts
with OverDrive and don't want to have to start over. If they DON'T need to
start over, we can tell them to continue to use their old number for their
username.

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 Thu, Jan 27, 2022 at 10:06 AM Dawn Dale via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> No worries!
>
>
>
> *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 Thu, Jan 27, 2022 at 11:04 AM Gina Monti  wrote:
>
>> Sorry, all on the Evergreen discussion page!  I sent this to the wrong
>> email list-please disregard.
>>
>> It's supposed to go to our consortium's Evergreen list.  This is a
>> Bibliomation situation we're fixing.
>>
>> On Thu, Jan 27, 2022 at 11:01 AM Dawn Dale 
>> wrote:
>>
>>> Hi Gina,
>>>
>>> We have seen some of this as well though I don't have any specific
>>> example to share with you. I was going to open a bug but if you want to do
>>> that I will add heat.
>>>
>>>
>>>
>>> *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 Thu, Jan 27, 2022 at 10:37 AM Gina Monti via Evergreen-general <
>>> evergreen-general@list.evergreen-ils.org> wrote:
>>>
 Hello Everyone,

 We contacted library directors individually on Friday with information
 on the issue some patrons were experiencing logging in through the OPAC.
 In short, older barcodes that were saved as their usernames needed to be
 changed to their current barcode in order to gain access.  Today we have
 globally changed all the affected patrons to have their usernames reflect
 their current barcode.

 We produced shared buckets for each library to keep track of the
 affected patrons for your records.  If you would like your shared bucket
 ID, please email me off list.

 Thank you most of all for your patience during this situation.  A
 reminder that when you are replacing a barcode, please replace the username
 if the username isn't set to a unique field that the patron requested.

 --
 Gina Monti
 Evergreen Systems Specialist
 Bibliomation, Inc.
 (203) 577-4070 ext. 109
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>>>
>>
>> --
>> Gina Monti
>> Evergreen Systems Specialist
>> Bibliomation, Inc.
>> (203) 577-4070 ext. 109
>>
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Re: [Evergreen-general] Old Barcode/Username Change

[Diane Disbro via Evergreen-general]

If we don't reset the Username to match the new patron barcode, will the
patron be able to continue to use their eResource accounts with the old
barcode and not have to create a new account and begin again placing holds?

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



On Thu, Jan 27, 2022 at 9:37 AM Gina Monti via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Hello Everyone,
>
> We contacted library directors individually on Friday with information on
> the issue some patrons were experiencing logging in through the OPAC.  In
> short, older barcodes that were saved as their usernames needed to be
> changed to their current barcode in order to gain access.  Today we have
> globally changed all the affected patrons to have their usernames reflect
> their current barcode.
>
> We produced shared buckets for each library to keep track of the affected
> patrons for your records.  If you would like your shared bucket ID, please
> email me off list.
>
> Thank you most of all for your patience during this situation.  A reminder
> that when you are replacing a barcode, please replace the username if the
> username isn't set to a unique field that the patron requested.
>
> --
> Gina Monti
> Evergreen Systems Specialist
> Bibliomation, Inc.
> (203) 577-4070 ext. 109
> ___
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[Evergreen-general] hold shelf delay

[Diane Disbro via Evergreen-general]

Good morning -

One of our Missouri Evergreen libraries saw this Status in a patron's list
of holds - Hold Shelf Delay. What does that mean ?! We have never seen it
before.

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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[Evergreen-general] list of compatible scanners and printers

[Diane Disbro via Evergreen-general]

Good afternoon -

Where can I find a list of scanners and printers that are compatible with
Evergreen?

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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Re: [Evergreen-general] Hold Cancelled Notification

[Diane Disbro via Evergreen-general]

Hi, Jessica -

I do want Shelf Expiration not Hold Expiration. But I didn't wait for the
hold to actually Expire on the shelf. I just canceled the hold and chose
Shelf Expiration as the cancel cause. I will try again. Thank you!

[image: image.png]

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 Fri, Dec 17, 2021 at 10:25 AM Jessica Woolford 
wrote:

> Hi Diane,
>
> This notice would only trigger if the hold was canceled because the expire
> time passed. So the way to test it would be to set the expire time (note
> that this is different from shelf expire time, there is another action
> trigger template for that) on your hold to today and see if the notice
> generates when your daily notices run.
>
> Hope that helps,
>
> Jessica
>
> On Fri, Dec 17, 2021 at 11:00 AM Diane Disbro via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
>> Good morning -
>>
>> This is what I created:
>>
>> [image: image.png]
>> [image: image.png]
>>
>> I canceled a hold for myself with cancel cause Hold Shelf Expired but I
>> didn't receive an email. Is something wrong?
>>
>> 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
>>
>>
>>
>> On Thu, Dec 16, 2021 at 2:25 PM Mike Rylander 
>> wrote:
>>
>>> Hi Diane and Debbie,
>>>
>>> I think you'll want the SendEmail reactor, and a template that will
>>> generate an email similar to other SendEmail A/T event definitions.
>>> There is a stock A/T event definition with an ID of 53 that implements
>>> this that may exist and be disabled, and if so, you can clone it and
>>> adjust as needed.
>>>
>>> HTH,
>>>
>>> --
>>> Mike Rylander
>>> Research and Development Manager
>>> Equinox Open Library Initiative
>>> 1-877-OPEN-ILS (673-6457)
>>> work: mi...@equinoxoli.org
>>> personal: mrylan...@gmail.com
>>> https://equinoxOLI.org
>>>
>>> On Thu, Dec 16, 2021 at 11:58 AM Deborah Luchenbill via
>>> Evergreen-general  wrote:
>>> >
>>> > Hi Diane,
>>> >
>>> > The official documentation for setting up notifications and action
>>> triggers is here:
>>> >
>>> https://docs.evergreen-ils.org/eg/docs/latest/admin/actiontriggers.html#_creating_action_triggers
>>> >
>>> > There may be other ways to do it, too, but I believe you would want to
>>> use the Hook "hold_request.cancel.expire_holds_shelf," Reactor "NOOP_True,"
>>> and Validator "HoldIsCancelled."
>>> >
>>> > One thing you could also do to make it easier is cloning an
>>> already-existing notification for something similar and just make the
>>> relevant changes for your new notifications.
>>> >
>>> > Best,
>>> > Debbie
>>> >
>>> > Debbie Luchenbill
>>> > Associate Director, Open Source Initiatives
>>> > MOBIUS
>>> > 2511 Broadway Bluffs, Ste. 101
>>> > Columbia, MO  65201
>>> > deb...@mobiusconsortium.org
>>> > 573-234-4914
>>> > https://mobiusconsortium.org
>>> > Evergreen Help Desk: h...@mobiusconsortium.org / 877-312-3517
>>> > Pronouns: She/Her/Hers
>>> >
>>> >
>>> > On Thu, Dec 16, 2021 at 10:25 AM Diane Disbro via Evergreen-general <
>>> evergreen-general@list.evergreen-ils.org> wrote:
>>> >>
>>> >> Good morning -
>>> >>
>>> >> Can someone direct me to the instructions for setting up Hold
>>> Cancelled (Shelf-Expired) Notifications? I saw this feature discussed on
>>> the Evergreen International listserv but don't know how to set it up in
>>> Local Admin.
>>> >>
>>> >> 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
>>> >>
>>> >> ___
>>> >> Evergreen-general mailing list
>>> >> Evergreen-general@list.evergreen-ils.org
>>> >>
>>> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>>> >
>>> > ___
>>> > Evergreen-general mailing list
>>> > Evergreen-general@list.evergreen-ils.org
>>> >
>>> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>>>
>> ___
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>> Evergreen-general@list.evergreen-ils.org
>> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>>
>
>
> --
> Jessica Woolford
> Evergreen Systems Manager
> Bibliomation, Inc.
> 24 Wooster Ave.
> Waterbury, CT 06708
> 203-577-4070 ext. 105
>
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[Evergreen-general] Hold Cancelled Notification

[Diane Disbro via Evergreen-general]

Good morning -

Can someone direct me to the instructions for setting up Hold Cancelled
(Shelf-Expired) Notifications? I saw this feature discussed on the
Evergreen International listserv but don't know how to set it up in Local
Admin.

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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Re: [Evergreen-general] Issues with Hatch and Chrome

[Diane Disbro via Evergreen-general]

Missouri Evergreen is running 3.6.5. Other MEC libraries have reported the
same problem.

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 Wed, Dec 8, 2021 at 3:18 PM John Amundson  wrote:

> We are seeing this at CW MARS, too. (Evergreen 3.5.?, Hatch 0.3.2).
>
> So far it has been random workstations at our libraries. The workstation
> always uses Hatch, and disabling the Hatch extension makes Evergreen work
> again.
>
> We have suggested many things, (such as updating Windows, Chrome, etc -
> reinstalling Hatch...), and nothing usually sticks.
>
> We will have to try this:
>
>> We have tried many things but so far the quickest solution is to delete
>> the following folder:
>> C:\Users\\AppData\Local\Google
>
>
> I hope someone stumbles on a more permanent solution.
>
> John
>
> John Amundson | Library Applications Supervisor | CW MARS
>
> jamund...@cwmars.org | 508-755-3323 x322 <%28508%29%20755-3323>
>
> https://www.cwmars.org
>
> he/him/his <https://www.mypronouns.org/he-him>
>
>
> On Wed, Dec 8, 2021 at 4:06 PM Diane Disbro via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
>> We have seen the same issue at random workstations. I don't understand
>> all of the details that Bob gave. I just know that on the affected
>> workstations, we have to refresh to get the Evergreen page to load. One
>> workstation is working normally after IT pushed through several updates but
>> we aren't sure that solved the problem or if it was a coincidence.
>>
>> 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 Wed, Dec 8, 2021 at 3:01 PM Bob Wicksall via Evergreen-general <
>> evergreen-general@list.evergreen-ils.org> wrote:
>>
>>> Over the last couple months we have been experiencing a new issue with
>>> Hatch and Chrome.  Randomly on a handful of our computers we will start
>>> getting "white screens" when navigating to the various pages in the staff
>>> client.  Often clicking on a menu item a second time loads the page.  Some
>>> pages like Check Out need a page refresh before they work.  The problem
>>> seems to be worse when you are doing everything in a single tab.  You are
>>> lucky to get one page to load before the issue comes back.
>>>
>>> In the past this was often fixed by clearing the cache.  This has no
>>> impact on this issue.  No amount of cache clearing seems to work.
>>>
>>> Sometimes just sitting in Developer tools -> Application allows the
>>> pages to load maybe 80% of the time.  Also, setting a break point on line
>>> 89 of extension.js and manually continuing the code allows all pages to
>>> load.  Putting a 2 second delay right in the code has no effect.
>>>
>>> We have tried many things but so far the quickest solution is to delete
>>> the following folder:
>>>
>>> C:\Users\\AppData\Local\Google
>>>
>>> We have also done full Chrome reinstalls making sure we remove all
>>> profile information.
>>>
>>> Reinstalling Hatch has no effect.  Disabling Ninite, Firewall and
>>> AntiVirus had no effect.  Most of these machines are stand alone
>>> workstations.  So far only 1 has been on Active Directory.
>>>
>>> Watching the Hatch extension in the console it looks like things happen
>>> out of sequence when the page loads fail.  The message port is removed
>>> before the message is received.
>>>
>>> Works
>>> extension.js:113 Removing port 28 on tab disconnect
>>> extension.js:89 new port connected with id 28
>>> extension.js:92 Received message from browser on port 28
>>>
>>> Doesn't Work
>>> extension.js:89 new port connected with id 28
>>> extension.js:113 Removing port 28 on tab disconnect
>>> extension.js:92 Received message from browser on port 28
>>>
>>> Watching the Hatch logs it appears that Hatch does indeed respond.
>>>
>>> 2021-12-08 11:16:58 FINEST MessageReader read:
>>> {"key":"eg.workstation.all","action":"get","msgid":1,"from":"page","clientid":28,"origin":"
>>> https://evergreen.owwl.org"}
>>> 2021-12-0

Re: [Evergreen-general] Issues with Hatch and Chrome

[Diane Disbro via Evergreen-general]

We have seen the same issue at random workstations. I don't understand all
of the details that Bob gave. I just know that on the affected
workstations, we have to refresh to get the Evergreen page to load. One
workstation is working normally after IT pushed through several updates but
we aren't sure that solved the problem or if it was a coincidence.

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 Wed, Dec 8, 2021 at 3:01 PM Bob Wicksall via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Over the last couple months we have been experiencing a new issue with
> Hatch and Chrome.  Randomly on a handful of our computers we will start
> getting "white screens" when navigating to the various pages in the staff
> client.  Often clicking on a menu item a second time loads the page.  Some
> pages like Check Out need a page refresh before they work.  The problem
> seems to be worse when you are doing everything in a single tab.  You are
> lucky to get one page to load before the issue comes back.
>
> In the past this was often fixed by clearing the cache.  This has no
> impact on this issue.  No amount of cache clearing seems to work.
>
> Sometimes just sitting in Developer tools -> Application allows the pages
> to load maybe 80% of the time.  Also, setting a break point on line 89
> of extension.js and manually continuing the code allows all pages to load.
> Putting a 2 second delay right in the code has no effect.
>
> We have tried many things but so far the quickest solution is to delete
> the following folder:
>
> C:\Users\\AppData\Local\Google
>
> We have also done full Chrome reinstalls making sure we remove all profile
> information.
>
> Reinstalling Hatch has no effect.  Disabling Ninite, Firewall and
> AntiVirus had no effect.  Most of these machines are stand alone
> workstations.  So far only 1 has been on Active Directory.
>
> Watching the Hatch extension in the console it looks like things happen
> out of sequence when the page loads fail.  The message port is removed
> before the message is received.
>
> Works
> extension.js:113 Removing port 28 on tab disconnect
> extension.js:89 new port connected with id 28
> extension.js:92 Received message from browser on port 28
>
> Doesn't Work
> extension.js:89 new port connected with id 28
> extension.js:113 Removing port 28 on tab disconnect
> extension.js:92 Received message from browser on port 28
>
> Watching the Hatch logs it appears that Hatch does indeed respond.
>
> 2021-12-08 11:16:58 FINEST MessageReader read:
> {"key":"eg.workstation.all","action":"get","msgid":1,"from":"page","clientid":28,"origin":"
> https://evergreen.owwl.org"}
> 2021-12-08 11:16:58 INFO   Received message id=1 action=get
> 2021-12-08 11:16:58 FINEST MessageWriter sending:
> {"clientid":28,"msgid":1,"message":"OK","content":[{"owning_lib":807,"name":"PLSHQ-plsstaff114a","id":"3435"},{"owning_lib":807,"name":"PLSHQ-PLSSTFX1114","id":"3462"},{"owning_lib":807,"name":"PLSHQ-PLSSTFx1114","id":"3288"}],"status":200}
>
> Chromes main console output looks like this when it works:
>
> content.js:21 Loading Hatch relay content script
> core.bundle.js:1 egNet open-ils.auth.session.retrieve
> opensrf_ws.js:46 pending count 1
> opensrf_ws.js:59 connecting websocket to wss://
> evergreen.owwl.org:443/osrf-websocket-translator
> jquery.min.js:2 [Violation] 'setTimeout' handler took 60ms
> opensrf_ws.js:69 websocket.onopen()
> opensrf_ws.js:72 pending count 1
> core.bundle.js:1 sending to Hatch:
> {"key":"eg.workstation.all","action":"get","msgid":1}
> core.bundle.js:1 Hatch responded to message ID 1
> core.bundle.js:1 egEnv loading classes => aou
> core.bundle.js:1 serving org tree from cache
> DevTools failed to load source map: Could not load content for
> https://evergreen.owwl.org/upup.min.js.map: HTTP error: status code 404,
> net::ERR_HTTP_RESPONSE_CODE_FAILURE
> DevTools failed to load source map: Could not load content for
> https://evergreen.owwl.org/js/ui/default/staff/build/css/bootstrap.min.css.map:
> HTTP error: status code 404, net::ERR_HTTP_RESPONSE_CODE_FAILURE
> DevTools failed to load source map: Could not load content for
> https://evergreen.owwl.org/js/ui/default/staff/build/js/moment-with-locales.min.js.map:
> HTTP error: status code 404, net::ERR_HTTP_RESPONSE_CODE_FAILURE
> DevTools failed to load source map: Could not load content for
> https://evergreen.owwl.org/js/ui/default/staff/build/js/lovefield.min.js.map:
> HTTP error: status code 404, net::ERR_HTTP_RESPONSE_CODE_FAILURE
> core.bundle.js:1 egEnv load complete
> DevTools failed to load source map: Could not load content for
> https://evergreen.owwl.org/js/ui/default/staff/build/js/iframeResizer.map:
> HTTP error: status code 404, net::ERR_HTTP_RESPONSE_CODE_FAILURE
> 4core.bundle.js:1 egNet open-ils.auth.session.retrieve
>
> Looks like this when it fails
> 

Re: [Evergreen-general] Cancelled/Expired Holds notice

[Diane Disbro via Evergreen-general]

See the first link in the email below. It has been sent to me twice in
emails this morning. Both from an ecrib domain. I thought the first one was
legitimate and clicked on it. It was on the Evergreen International
listserv.


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



-- Forwarded message -
From: Marcia Ledin via Evergreen-general <
evergreen-general@list.evergreen-ils.org>
Date: Tue, Dec 7, 2021 at 10:31 AM
Subject: Re: [Evergreen-general] Cancelled/Expired Holds notice
To: evergreen-general@list.evergreen-ils.org <
evergreen-general@list.evergreen-ils.org>


Good afternoon,
Please verify all the numbers I sent lower and direct me the repaired data.


davesappliances.co.za/etsoluta/estmolestiaeharum

You can use action triggers to send emails and/or SMS text messages to a
patron when a hold is cancelled, and you can also use them to add messages
to a patron's account that they see in the OPAC.

You can set different messages based on the triggers
"hold_request.cancel.expire_holds_shelf" (they didn't pick it up in time)
or "hold_request.cancel.staff" (the hold was cancelled by staff).

You can see the wording we use for ours at:
https://pines.georgialibraries.org/dokuwiki/doku.php?id=circ:notification-wording#hold_cancelled_shelf-expired_email_notification







Terran McCanna, PINES Program Manager
--

Georgia Public Library Service | University System of Georgia

2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

(404) 235-7138 | tmcca...@georgialibraries.org

http://help.georgialibraries.org | h...@georgialibraries.org






Join our email list  for stories of Georgia
libraries making an impact in our communities.



On Tue, Oct 26, 2021 at 11:21 AM Terri Moser via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Would it be possible to have a message pop up to alert a patron when a
> recent HOLD has expired or been cancelled. It might say something like: A
> recent HOLD has been cancelled by you or the system because it was not
> picked up on time. Do you want to re-request it?"
> It would be really cool if it included the titles. Our old system did this
> and it was really helpful. My wording for the message is terrible so I hope
> you get the idea.
> Just a thought. Have a great day.
> Terri Moser
> Circulation Supervisor
> Neosho Newton County Library
>"Never let a problem to be solved become more important
> than a person to be loved."
>-Thomas S. Monson
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Re: [Evergreen-general] See yesterday's pull list?

[Diane Disbro via Evergreen-general]

y and night, so it's not infrequent
>>> that a patron places a hold at their library for an item that's on the
>>> shelf, and a day or two later, find that another library's item is in
>>> transit to their library for their hold and will take a couple of days to
>>> get to there, and all the while, the pickup library's item is on the shelf.
>>>
>>> We've tried using Stalling to help with this situation. It helped a
>>> great deal during limited service due to COVID, but it's not ideal, and
>>> applies all the time which seems overkill during normal operation.
>>>
>>> The report source Galen mentions is interesting, and sounds like it
>>> could help, but what would really be nice is if when targeting holds,
>>> Evergreen would know you are closed and keep your item for your hold on
>>> your pull list until the next targeting run, so you have a reasonable
>>> chance to pull it.
>>>
>>> I don't see a bug that describes this situation exactly, but would be
>>> willing to open one.
>>>
>>> Michele
>>>
>>> --
>>> Michele M. Morgan, Technical Support Analyst
>>> North of Boston Library Exchange, Danvers Massachusetts
>>> mmor...@noblenet.org
>>>
>>>
>>>
>>> On Wed, Nov 3, 2021 at 6:15 PM Galen Charlton via Evergreen-general <
>>> evergreen-general@list.evergreen-ils.org> wrote:
>>>
>>>> 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
>>>>>
>>>>> ___
>>>>> 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
>>>> <http://evergreen-ils.org>
>>>> ___
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>>>> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>>>>
>>> ___
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>>>
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[Evergreen-general] See yesterday's pull list?

[Diane Disbro via Evergreen-general]

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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Re: [Evergreen-general] Family Accounts in Evergreen

[Diane Disbro via Evergreen-general]

Thank you for the information! I do love hearing how libraries handle their
unique situations. We serve a vast and varied group of people!

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 Wed, Oct 6, 2021 at 10:20 AM Aubrey Area Library <
aubreyarealibr...@gmail.com> wrote:

> I have a couple of questions.
> 1. What is the goal for having all family members on one account?
> We serve a very transient population and a common question we get with
> people moving into the area is do we do family accounts. With grouping yes
> we do but once we explain how it works with a family coupled with our
> checkout limit (30 items per card) most family groups opt for the one card
> or two depending if both parents bring the children to the library. Due to
> the transient nature of our service area, you must have your card with you
> to checkout this goes for  juveniles as well. If the parents opt for one
> card and grandma or a babysitter brings the juveniles to the library then
> they must have their parents card inorder to checkout materials. This would
> alleviate these concerns almost entirely. Parents would only have one
> account to manage and juveniles could still get a library card.
>
> 2. Does Grouping not give you what you need?
> Grouping does work and im not knocking it in any way. For us this solution
> would work best as our policies, fee, and checkout limits are the same
> across the board, adult or juvenile.
>
> > Drawbacks:
> > They will share checkout and fine limits.
> As above this is not an issue for our library as our policies are applied
> equally regardless of age. We do have libraries in our consortium that do
> have different policies based on age. and I understand that this is not a
> solution for those types of libraries.
> > There will be no privacy.
> This is something I have been thinking about. Privacy is a big issue,
> especially for me. In practice, juveniles have no expectation of real
> privacy as the parent/guardian is ultimately responsible for all items
> checkout. The issue of privacy only really comes to the forefront once you
> get into the preadolescent/teen age groups. because our policies apply to
> all equally, we take a very hands off approach and leave all decisions
> about accounts to the parent/guardian. I do not want us getting into a
> situation of basically saying "get your teen their own card so you
> can't see what they are checking out".
>
> Grouping works fine for us and the way I laid out solves one problem but
> creates another. If anyone has any additional thoughts about the privacy
> issue I would be happy to hear them.
>
> Jordan
>
> On Wed, Oct 6, 2021 at 8:57 AM o1bigtenor via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
>>
>>
>> On Wed, Oct 6, 2021 at 8:38 AM Diane Disbro via Evergreen-general <
>> evergreen-general@list.evergreen-ils.org> wrote:
>>
>>> Hi, Jordan -
>>>
>>> This is clever!
>>>
>>> I have a couple of questions.
>>> 1. What is the goal for having all family members on one account?
>>> 2. Does Grouping not give you what you need?
>>>
>>> Drawbacks:
>>> They will share checkout and fine limits.
>>> There will be no privacy.
>>>
>>>
>> Wondering if an advantage would be for 'billing' (fees for membership)?
>>
>> Regards
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>>
>
>
> --
>
> If you need further assistance, please contact the library at 940-365-9162
> or send a reply email.
> Thank You, The Library Staff
>
> 226 Countryside Dr., Aubrey, TX 76227
>
>
>
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Re: [Evergreen-general] Family Accounts in Evergreen

[Diane Disbro via Evergreen-general]

Hi, Jordan -

This is clever!

I have a couple of questions.
1. What is the goal for having all family members on one account?
2. Does Grouping not give you what you need?

Drawbacks:
They will share checkout and fine limits.
There will be no privacy.

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 Tue, Oct 5, 2021 at 6:32 PM Aubrey Area Library via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> So this has always been one of my "How can we do this?" ideas for years
> and I am sure there will come a time when Evergreen is capable of it out of
> the box. I was messing around and breaking testing stuff when an idea
> struck me on how to go about creating family accounts in Evergreen with
> what is available now, and I apologise if it has been posted before.
>
>
>- Create the primary account holder.
>
> a. Add new cards (sub-cards) to the account. This can only be done by
> clicking “Replace Barcode” entering the new card number, and saving the
> account.
>
> b. Click “See All” and set all card numbers to “Active” and set the
> original card as the “Primary” card.
> [image: Capture.PNG]
>
>
>- Using the “Privacy Waiver” feature (enabled in Library Settings
>Editor), add each family member to the account using the last four of the
>barcode (or whatever works for your library) to identify whose card belongs
>to who and what they can do.[image: Capture1.PNG]
>
>
>
>- If you want to be fancy, you can add each family member's name or
>another way to search them using the Name Keywords field.
>- [image: Capture2.PNG]
>
>
>
> In theory, this will allow staff to create one card that can be used by
> the entire family and still allow libraries to issue cards to juveniles.
> The drawback is that should you need to find out who checked out the item,
> it will only display the primary cardholder's name. Though the primary
> cardholder is responsible for all items checked out regardless, I can see
> how this data might be helpful.
>
>
> Thoughts? Ideas? Questions?
>
>
> Thanks,
>
> Jordan Woodard
>
> Aubrey Area Library
>
>
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Re: [Evergreen-general] High Level Hold Has No Copy

[Diane Disbro via Evergreen-general]

Hi, Michele -

I did see that. BUT it doesn't address the problem of Part holds, only the
problem of no copy on the record. I think I will submit a bug of my own. We
want *Choose** Part* back!

Thanks.

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 Tue, Aug 31, 2021 at 12:04 PM Morgan, Michele 
wrote:

> Hi Diane,
>
> This bug describes the issue:
>
> https://bugs.launchpad.net/evergreen/+bug/1929587
>
> There's good progress on a fix. A patch has been tested and signedoff. At
> this point, it's waiting for committer review.
>
> Hope this helps,
> Michele
> --
> Michele M. Morgan, Technical Support Analyst
> North of Boston Library Exchange, Danvers Massachusetts
> mmor...@noblenet.org
>
>
>
> On Tue, Aug 31, 2021 at 12:42 PM Diane Disbro via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
>> Good morning -
>>
>> Will we only see this message  *High Level Hold Has No Copy* when a part
>> hold needs to be placed rather than a title hold? Can it ever mean
>> something else?
>>
>> We seriously miss the message *Choose Part *(lost when we upgraded from
>> 3.3 to 3.6). No one was confused by the meaning of that message.
>>
>> 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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>> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>>
>
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[Evergreen-general] High Level Hold Has No Copy

[Diane Disbro via Evergreen-general]

Good morning -

Will we only see this message  *High Level Hold Has No Copy* when a part
hold needs to be placed rather than a title hold? Can it ever mean
something else?

We seriously miss the message *Choose Part *(lost when we upgraded from 3.3
to 3.6). No one was confused by the meaning of that message.

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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[Evergreen-general] Photo URL

[Diane Disbro via Evergreen-general]

Hi -

Is this feature in Patron Registration functional?

[image: image.png]

Thanks.

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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Re: [Evergreen-general] complaints about texts and such

[Diane Disbro via Evergreen-general]

Hi, Kendra -

Are these duplicate messages, for example, more than one text message with
the same information?

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, Jun 28, 2021 at 3:47 PM Kendra Purtle via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Our patrons are complaining that they are receiving multiple messages and
> texts from the system. Is that an evergreen glitch or something else?
>
> *Kendra A. Purtle*
> Branch manager, Osage Beach branch
> Camden County Library District
> 1064 Gutridge Lane
> Osage Beach, MO 65065
> Phone (573)348-3282
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Re: [Evergreen-general] How are you using Privacy Waiver?

[Diane Disbro via Evergreen-general]

If you reply to Elizabeth, please reply all. I am also interested in
hearing what you have to say!

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



On Fri, Jun 25, 2021 at 9:08 AM Thomsen, Elizabeth via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> We're interested in learning more about how libraries are using the
> Privacy Waiver
> 
> feature.  This gives patrons a way to grant permission to one or more
> people to place holds, pickup holds, view borrowing history, or check out
> items on their account.  Patrons can add and edit this information in the
> OPAC, and staff can add and edit this in the Patron editor.  (See
> screenshots.)
>
> This feature doesn't actually control any circulation functions or link
> patron records together, it's really just an online permission slip, but
> this is a big step up from how we have handled these situations in the
> past, using notes, etc.  We turned this on shortly before the libraries
> closed, and now that they are open again, library staff have questions.
>
>- *Pickup holds *-- This is the most straightforward situation, and
>means that John has permission to pick up Mary's holds, and check them out
>on Mary's card.  Do libraries ask John for any identification?  Do
>libraries have situations where John wants to check out Mary's holds on his
>own card?  How do they handle this?
>- *Checkout items* -- This gives John permission to checkout items
>that were not on hold.  Are there any issues here with him actually
>presenting Mary's card or having staff look up Mary's card, or
>identification issues?
>- *Place holds* -- This allows John to make staff-placed holds on
>Mary's account
>- *View borrowing history* -- Can staff even view Mary's borrowing
>history, assuming she has that turned on?  All the other features refer to
>transactions with staff, and this "viewing" option doesn't seem to fit
>here.  For active patrons, viewing history tends to be very unwieldy to
>work with.  Or is this meant to imply that he can log into Mary's account,
>in which case he could view her checkout history and place holds, but would
>also have access to editing all her information and preferences, which
>depending on the circumstances, may or may not be a good thing.
>
> This isn't the kind of feature you can actually test on the system, we're
> really just looking for help explaining these options to patrons and
> circulation staff.
>
> Thanks in advance!
>
> --
> Elizabeth B. Thomsen
> Member Services Manager
> NOBLE: North of Boston Library Exchange
> Danvers, Mass.
> www.noblenet.org
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