Re: [Evergreen-general] Evergreen Booking Module

[Jennifer Pringle via Evergreen-general]

Hello Beth,

The Student Success Interest Group is starting back up (next meeting is at 
2:00pm ET on Thursday April 25th during the Hackfest).  The booking module is 
on the list as one of the potential topics for Thursday and going forward so 
may be a good place for a discussion and to find out who is currently using 
booking.

Jennifer

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Toll-free: 1-888-848-9250
Email:jennifer.prin...@bc.libraries.coop
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Gratefully acknowledging that I live and work in the unceded Traditional 
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From: Evergreen-general  On 
Behalf Of Willis, Beth via Evergreen-general
Sent: Tuesday, April 23, 2024 7:09 AM
To: Evergreen Discussion Group 
Cc: Willis, Beth 
Subject: [Evergreen-general] Evergreen Booking Module

Hello everyone,

NOBLE is not currently using Evergreen's Booking module, though we have had a 
couple of libraries use it in the past on a limited basis.  Another one of 
libraries is interested in implementing this module, so we are looking at it 
again.  If your library/consortium is using this module, I would be interested 
in hearing about your experience with it.

Thank you in advance!
Beth
--
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Digital & Catalog Librarian
NOBLE, Inc.
5 Cherry Hill Drive
Danvers, MA 01923
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Re: [Evergreen-general] Problems with Dojo Circulation Policies Interface in 3.11

[Jennifer Pringle via Evergreen-general]

Hi Debbie,

Thank you!

Now that I know it’s not just us I’ve submitted it to launchpad - 
https://bugs.launchpad.net/evergreen/+bug/2055223

Thanks,

Jennifer

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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: Deborah Luchenbill 
Sent: Tuesday, February 27, 2024 2:24 PM
To: Evergreen Discussion Group 
Cc: Jennifer Pringle 
Subject: Re: [Evergreen-general] Problems with Dojo Circulation Policies 
Interface in 3.11

Jennifer,

I've been encountering the same things with the filters in Circulation Policies 
on 3.11!

We did find that if we click "Next" a few times and then apply the filters, 
they work (especially relating to your #5), for whatever reason, but it's quite 
annoying.

Best,
Debbie

Debbie Luchenbill
Associate Director, Open Source Initiatives
MOBIUS
2511 Broadway Bluffs, Ste. 101
Columbia, MO  65201
deb...@mobiusconsortium.org<mailto:debo...@mobiusconsortium.org>
573-234-4914
https://mobiusconsortium.org<http://mobiusconsortium.org>
MOSS Help Desk: h...@mobiusconsortium.org<mailto:h...@mobiusconsortium.org> / 
877-312-3517
Pronouns: She/Her or She/They (see https://pronouns.org/ to learn more)
Input | Maximizer | Intellection | Relator | Adaptability


On Tue, Feb 27, 2024 at 4:12 PM Jennifer Pringle via Evergreen-general 
mailto:evergreen-general@list.evergreen-ils.org>>
 wrote:
Hello everyone,

Is anyone else on 3.11 running into issues with the circulation policies 
interface?  (could also possibly be an issue on 3.10 and/or 3.12)


I haven’t been able to figure out if I’m running into a bug or if this 
something unique to us.  The concerto dataset only has 1 circulation policy so 
it’s not easy to try and replicate (we have hundreds of circulation policies).  
We had a few issues when we were on 3.9 and before with things not always 
saving on the first try (such as https://bugs.launchpad.net/bugs/2038846) but 
we’re running into more issues since we upgraded to 3.11.1.



What we’ve seen so far:



  1.  If you filter by Org Unit you cannot go back and add an additional filter 
for Circulation Modifier. The field in which you would enter the modifier is 
grayed out.
  2.  If you change a value for one of your filters and click Apply the change 
isn't applied.
  3.  If you add additional filters after your initial filtering the change 
isn’t applied.  You have to reload the interface and start again.
  4.  If you do too much filtering you can no longer save circ policies until 
you refresh/reload the interface.
  5.  Circulation policies aren’t displaying reliably.  For one of our 
libraries it showed 8 active policies in the interface, 9 active policies on 
the report I ran, and then after I added two new policies the interface showed 
me all 11 active policies.



Thanks,



Jennifer


--
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Co-op Support - Training Lead
BC Libraries Cooperative
Toll-free: 1-888-848-9250
Email:jennifer.prin...@bc.libraries.coop<mailto:email%3ajennifer.prin...@bc.libraries.coop>
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[Evergreen-general] Problems with Dojo Circulation Policies Interface in 3.11

[Jennifer Pringle via Evergreen-general]

Hello everyone,

Is anyone else on 3.11 running into issues with the circulation policies 
interface?  (could also possibly be an issue on 3.10 and/or 3.12)


I haven't been able to figure out if I'm running into a bug or if this 
something unique to us.  The concerto dataset only has 1 circulation policy so 
it's not easy to try and replicate (we have hundreds of circulation policies).  
We had a few issues when we were on 3.9 and before with things not always 
saving on the first try (such as https://bugs.launchpad.net/bugs/2038846) but 
we're running into more issues since we upgraded to 3.11.1.



What we've seen so far:



  1.  If you filter by Org Unit you cannot go back and add an additional filter 
for Circulation Modifier. The field in which you would enter the modifier is 
grayed out.
  2.  If you change a value for one of your filters and click Apply the change 
isn't applied.
  3.  If you add additional filters after your initial filtering the change 
isn't applied.  You have to reload the interface and start again.
  4.  If you do too much filtering you can no longer save circ policies until 
you refresh/reload the interface.
  5.  Circulation policies aren't displaying reliably.  For one of our 
libraries it showed 8 active policies in the interface, 9 active policies on 
the report I ran, and then after I added two new policies the interface showed 
me all 11 active policies.



Thanks,



Jennifer


--
Jennifer Pringle (she/her)
Co-op Support - Training Lead
BC Libraries Cooperative
Toll-free: 1-888-848-9250
Email:jennifer.prin...@bc.libraries.coop
Website: http://bc.libraries.coop

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

[Jennifer Pringle via Evergreen-general]

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

--
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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  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 
mailto: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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(203) 577-4070 ext. 109
English, American Sign Language
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[Evergreen-general] January AIG Meeting - Wednesday

[Jennifer Pringle via Evergreen-general]

Hi all,

The next meeting of the Acquisitions Interest Group will be Wednesday, January 
10th at 3pm Eastern.

Agenda and connection details can be found here: 
https://wiki.evergreen-ils.org/doku.php?id=acq:minutes:2024-01-10

We'll review the bugs that have been submitted or updated since the last 
meeting as well as going through the bugs for acquisitions regressions before 
moving to the open discussion.

Have something you want added to the agenda?  Please feel free to update the 
agenda on the wiki or email me directly.

We're also looking for a topic for February if anyone has something they'd like 
to share or a topic to suggest.

See you on Wednesday,

Jennifer

--
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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

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[Evergreen-general] Additional Name to Include in the Acknowledgements for 3.12 Release Notes

[Jennifer Pringle via Evergreen-general]

Hello,

When the release notes are done for 3.12 could we please have Karen MacDonald 
included in the acknowledgements.  She did OPAC French translations for us 
which I then entered into Launchpad.

Thanks,

Jennifer

--
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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

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[Evergreen-general] Staff Training Roundtable

[Jennifer Pringle via Evergreen-general]

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

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Re: [Evergreen-general] Staff training

[Jennifer Pringle via Evergreen-general]

Hi Millissa,

I agree with everything that’s already been said.

Our libraries use a combination of age hold protection and specific circulation 
modifiers to restrict items as needed from being part of reciprocal borrowing.  
I think it helps libraries to know that they can keep parts of their collection 
from being included (especially around library of things collections).

We’ve found having documented policies helps both the libraries and us. (We 
have three different reciprocal borrowing zones which each operate a little 
differently so the policies help us keep track of how each should work.) One of 
our zones does patron driven ILL and the other two do staff driven.
http://docs.libraries.coop/policy/_bc_inter_library_connect_policies.html
http://docs.libraries.coop/policy/_spruce_inter_library_connect.html

One thing to highlight is the potential reduction in staff time.  For us, 
overall interlibrary loans done through Evergreen take less time than when 
staff do part in Evergreen and part in a 3rd party ILL system. Also, Evergreen 
tells staff exactly what to do (pull this item from the shelf, send the item 
here, etc.).

I have a webinar on ILL through Evergreen which I pull out and do for our 
libraries every couple of years.  I’m happy to share my script if you’re 
interested.

Jennifer
--
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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  On 
Behalf Of Diane Disbro via Evergreen-general
Sent: Tuesday, September 19, 2023 1:56 PM
To: Evergreen Discussion Group 
Cc: Diane Disbro 
Subject: Re: [Evergreen-general] Staff training

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 
mailto: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.

[cid:image002.png@01D9EB16.2EDA0BF0]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 
mailto: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 
mailto:evergreen-general@list.evergreen-ils.org>>
Cc: Frasur, Ruth mailto:rfra...@library.in.gov>>
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 
mailto: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 
mailto:evergreen-general@list.evergreen-ils.org>>
Cc: Terran McCanna 
mailto:tmcca...@georgialibraries.org>>
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. 

[Evergreen-general] Next Acq Interest Group Tomorrow

[Jennifer Pringle via Evergreen-general]

Hello,

The next meeting of the Acquisitions Interest Group will be tomorrow, August 
9th at 3pm Eastern. Agenda and connection information can be found below:

https://wiki.evergreen-ils.org/doku.php?id=acq:minutes:2023-08-09#agenda

This month we'll talk about what acquisitions looks like in 3.11 and bug 
squashing week in relation to current acq bugs.  If there are additional topics 
you'd like to cover please feel free to add them to the agenda or bring them to 
the meeting.

Jennifer
--
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Co-op Support - Training Lead
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Toll-free: 1-888-848-9250
Email:jennifer.prin...@bc.libraries.coop
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Re: [Evergreen-general] Documentation for item status

[Jennifer Pringle via Evergreen-general]

For anyone looking at (or using) custom item statuses I just wanted to flag 
this bug - https://bugs.launchpad.net/evergreen/+bug/1616170

There is a partial fix in the bug to resolve issues around creating custom 
statuses but still no way to have items in those custom statuses show up on 
your holds pull list.

Jennifer

--
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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  On 
Behalf Of Frasur, Ruth via Evergreen-general
Sent: Tuesday, May 30, 2023 6:24 AM
To: Diane Disbro 
Cc: Frasur, Ruth ; Evergreen Discussion Group 

Subject: Re: [Evergreen-general] Documentation for item status

Well,

If it’s set up that way.  It can be customized for libraries that want to use 
it for Lucky Day stuff, I believe.

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: Diane Disbro 
mailto:ddis...@scenicregional.org>>
Sent: Tuesday, May 30, 2023 9:22 AM
To: Frasur, Ruth mailto:rfra...@library.in.gov>>
Cc: Evergreen Discussion Group 
mailto:evergreen-general@list.evergreen-ils.org>>
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. 

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 
mailto:rfra...@library.in.gov>> 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 
mailto: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 
mailto:evergreen-general@list.evergreen-ils.org>>
Cc: Diane Disbro mailto:ddis...@scenicregional.org>>
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 
mailto: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 

Re: [Evergreen-general] Course Materials Module

[Jennifer Pringle via Evergreen-general]

Hello Courtney,

We started implementing the course reserves module when we upgraded to 3.9 over 
the summer.  Not all of our libraries using course reserves have switched over 
yet.

We have documentation (based on the official community docs) as well as videos 
demonstrating how to set up the module.

Course Reserves - http://docs.libraries.coop/sitka/_course_reserves.html
Course Reserves in the Public Catalogue - 
http://docs.libraries.coop/sitka/public-catalogue-course-reserves.html
Course Reserves Videos - 
https://www.youtube.com/playlist?list=PLdwlgwBNnH4qOaDBhP1SnETdwJaKAgssf

The two biggest issues we currently have are:
Browse for courses not working in the public catalogue - 
https://bugs.launchpad.net/evergreen/+bug/1913815  (we are currently working 
around this by hiding the browse option entirely in the public catalogue)
Not possible to un-archive courses - 
https://bugs.launchpad.net/evergreen/+bug/1895706 (which is fixed in 3.10, so 
should be resolved for us with our next upgrade)

Hope this helps,

Jennifer
--
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Toll-free: 1-888-848-9250
Email:jennifer.prin...@bc.libraries.coop
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Gratefully acknowledging that I live and work in the unceded Traditional 
Territory of the St'at'yemc Nations.

From: Evergreen-general  On 
Behalf Of Courtney Earl Matthews via Evergreen-general
Sent: February 13, 2023 7:15 AM
To: Courtney Matthews via Evergreen-general 

Cc: Courtney Earl Matthews 
Subject: [Evergreen-general] Course Materials Module

Hello all,

Our institution, Robertson Library at the University of Prince Edward Island, 
currently uses a custom Drupal module to manage course reserves from our 
library's website. Since our last library website upgrade Evergreen's Course 
Materials Module became available. We are now planning our next library website 
upgrade and are exploring options for reserves including the Course Materials 
Module.

Do you have experience implementing the Course Materials Module or know of 
institutions that have implemented it? Any information you share would be 
appreciated.

Thanks for your time and consideration.

Courtney.


~

Courtney Matthews (he/him)

Systems Librarian

University of Prince Edward Island


I acknowledge we are on Epekwitk, part of the ancestral, unceded and 
unsurrendered territory of the Mi'kmaw Nation, and on which this institution 
stands. This territory is covered by the Treaties of Peace and Friendship, 
which recognize Mi'kmaw title and establish the ongoing relationship between 
the Mi'kmaw Nation and the Crown. We are all treaty people.





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Re: [Evergreen-general] Search the Catalog (Traditional)

[Jennifer Pringle via Evergreen-general]

Hi Beth,

The developers voted at their May 2022 meeting to officially deprecate the 
traditional catalogue and TPAC as of 3.10 
(http://evergreen-ils.org/meetings/evergreen/2022/evergreen.2022-05-10-15.00.html)
  I believe this means that both will still work in 3.10 but that they are no 
longer supported by the community and bugs in those features will not be fixed. 
 As far I can see there is no date yet for them to be completely removed.

As of 3.10 there is a library setting to hide the Traditional catalogue. 
(https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_10.html#_optionally_remove_traditional_catalog_from_menu)

We moved to the new staff catalogue for 3.7 (and hid the menu option) and then 
moved to bootstrap for 3.9.
Once you switch to the bootstrap OPAC that’s what shows in the staff client 
when you go to the traditional catalogue menu option.  So, if you’re not ready 
to lose the traditional staff catalogue yet you’ll want to hold of moving to 
bootstrap until you are.

Hope this helps,

Jennifer
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From: Evergreen-general  On 
Behalf Of Beth Longwell via Evergreen-general
Sent: January 25, 2023 1:34 PM
To: Evergreen Discussion Group 
Cc: Beth Longwell 
Subject: [Evergreen-general] Search the Catalog (Traditional)

Evergreen staff,

Can anyone tell me when the traditional search view option goes away in the 
staff client? Also, with what release must we use the bootstrap OPAC? I'm 
wondering when I need to get the bootstrap OPAC customized. We are currently on 
3.7.

Thanks in advance,

Beth Ross
Sage Library System
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] How do you handle placing temporary ILL items on hold?

[Jennifer Pringle via Evergreen-general]

Hi Benjamin,

For our libraries that want to be able to use Evergreen's automated  
notifications for ILLs we recommend they use a set of brief records  
with placeholder items that they rotate through (and keep in an item  
bucket).  (Libraries that don't want to use the automated  
notifications manually notify the patrons and then check the items out  
as pre-cats when the patron comes in.)


We've come up with record requirements to make it easy for libraries  
to identify when a bib record is a brief ILL record and what library  
created it.


http://docs.libraries.coop/policy/_using_brief_marc_records_for_incoming_ill.html

The one issue we haven't found an easy solution for is fines.  If  
libraries are entering the actual title of the item into the record  
and then the patron gets fines the title will change in the billing  
record if used for a future ILL.  Our current workarounds are to  
either use a generic title for all the record "Interlibrary Loan" or  
for staff to track ILL check ins and create manual bills where needed  
to replace the automatic ones. (However a lot of our libraries are now  
fine free which eliminates this issue for them.)


Hope this helps,

Jennifer


Quoting "Murphy, Benjamin via Evergreen-general"  
:


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] Printing Line Item Worksheet after recent Chrome Updates

[Jennifer Pringle via Evergreen-general]

Hi Courtney,

I can replicate what you're seeing on our system running 3.9.0+(we've  
got a bunch of backported fixes).  I can replicate it in both Chrome  
and Firefox so I suspect it's an issue with Evergreen not the browser.  
 I recommend reporting this as a bug to Launchpad.


I suspect this issue will be resolved in 3.10 with the PO/line item  
port to angular but definitely something that should be tested as 3.10  
test servers come available.


Hope this helps,

Jennifer



Quoting "Brown, Courtney via Evergreen-general"  
:



Good Morning,

Has anyone experienced issues with line-item worksheets printing on  
separate pages after completing recent Chrome updates? We've  
recently received the following inquiry from a system within the  
Cardinal consortium and wanted to see if anyone else has run into  
these issues.  We are currently using Evergreen 3-9-1 . Any feedback  
is greatly appreciated.


"After the recent Chrome update, line-item worksheets accessed from  
the Acquisitions Search page in Evergreen are printing with the  
worksheet on one page and the buttons at the top (Open in New Window  
and Refresh) on a separate page. They weren't printing separately  
before the update. I have printing preferences set to ignore blank  
pages, but the page with the buttons prints in addition to the  
worksheet.


If I click "Open in New Window," the buttons do not appear, and I  
can print the page like I did prior to the Chrome update. (This  
would be an extra step in a workflow where I'm printing hundreds of  
worksheets a week, so I'd like to avoid this step.)


When opened from Acquisitions Search, my normal workflow, the  
worksheet's link is  
https://henderson.nccardinal.org/eg/staff/acq/legacy/lineitem/worksheet/869208. The link for the worksheet opened with "Open in New Window" is  
https://henderson.nccardinal.org/eg/acq/lineitem/worksheet/869208.;


[cid:image001.png@01D90E05.18646BC0]

Warm Regards,
Courtney Brown



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Re: [Evergreen-general] Questions About Customizing the New Print Templates

[Jennifer Pringle via Evergreen-general]

Hi Terran,

This is our first library to get a custom pull list template and we  
just set it up for them yesterday so we haven't run into issues with  
multiple versions of the template yet.  This library is one that uses  
their receipt printer for the pull list so the default template wasn't  
working for them.


Looking ahead to the circ receipts moving to this editor with the new  
angular circ I agree that we're going to need a way to allow  
workstation-level customizations.  We currently haven't given  
permissions for libraries to edit their own templates in the new Print  
Templates but we're anticipating that we'll need to do that ahead of  
our next upgrade in 2023.


Jennifer





Quoting Terran McCanna :


Are you having any issues saving multiple versions of the same template at
different org unit levels? (Like the default consortium one, then a
different branch one?) I haven't tried this in a while, but I had issues in
3.8 with saving various versions of the holds pull list. We also have
issues where different workstations in the same branch need to print the
same receipt in different ways, which doesn't appear to be an option at all
with the new interface. A couple of bugs I've opened:

https://bugs.launchpad.net/evergreen/+bug/1958875

https://bugs.launchpad.net/evergreen/+bug/1958683




Terran McCanna, PINES Program Manager
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On Wed, Nov 2, 2022 at 6:42 PM Jennifer Pringle via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:



Hello,

Does anyone have tips, resources, or documentation about customizing
templates via Admin -> Server Administration -> Print Templates that
they'd be willing to share?

We're running 3.9.0 and I'm trying to customize the new Hold Pull List
print out for a library.  The changes I'm currently trying to make are:
1. having the author column only include the $a from the 100 field in
the MARC. Right now the contents of $d (author dates) are also
included which isn't needed on the pull list.
2. showing just the last few digits of the item barcode.  Our library
prints their pull list out on their receipt printer so we don't want
the full 14 digit barcode to display.  (I can do this with fields in
the old workstation receipt templates.)

I checked the official docs and the last few sets of release notes and
couldn't find anything.

Thanks,

Jennifer
--
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Co-op Support - Training Lead
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Toll-free: 1-888-848-9250
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Re: [Evergreen-general] Questions About Customizing the New Print Templates

[Jennifer Pringle via Evergreen-general]

Hi Garry,

Thanks!  That's exactly what I needed for the barcode.

Jennifer

Quoting Garry Collum via Evergreen-general  
:



Hi Jennifer,

Pertaining to the barcode, I just tried hold.cp_barcode.substr(8, 6)  
and hold.cp_barcode.substr(-6) to print out the last 6 digits of the  
barcodes.  Both worked.


The first is an offset plus number of digits, the second is the  
number of digits from the end of the string.


Garry






 Original message 
From: Jennifer Pringle via Evergreen-general  


Date: 11/2/22 6:42 PM (GMT-05:00)
To: Evergreen Group 
Cc: Jennifer Pringle 
Subject: [Evergreen-general] Questions About Customizing the New  
Print Templates



Hello,

Does anyone have tips, resources, or documentation about customizing
templates via Admin -> Server Administration -> Print Templates that
they'd be willing to share?

We're running 3.9.0 and I'm trying to customize the new Hold Pull List
print out for a library.  The changes I'm currently trying to make are:
1. having the author column only include the $a from the 100 field in
the MARC. Right now the contents of $d (author dates) are also
included which isn't needed on the pull list.
2. showing just the last few digits of the item barcode.  Our library
prints their pull list out on their receipt printer so we don't want
the full 14 digit barcode to display.  (I can do this with fields in
the old workstation receipt templates.)

I checked the official docs and the last few sets of release notes and
couldn't find anything.

Thanks,

Jennifer
--
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Co-op Support - Training Lead
BC Libraries Cooperative
Toll-free: 1-888-848-9250
Email:jennifer.prin...@bc.libraries.coop
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Toll-free: 1-888-848-9250
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[Evergreen-general] Questions About Customizing the New Print Templates

[Jennifer Pringle via Evergreen-general]

Hello,

Does anyone have tips, resources, or documentation about customizing  
templates via Admin -> Server Administration -> Print Templates that  
they'd be willing to share?


We're running 3.9.0 and I'm trying to customize the new Hold Pull List  
print out for a library.  The changes I'm currently trying to make are:
1. having the author column only include the $a from the 100 field in  
the MARC. Right now the contents of $d (author dates) are also  
included which isn't needed on the pull list.
2. showing just the last few digits of the item barcode.  Our library  
prints their pull list out on their receipt printer so we don't want  
the full 14 digit barcode to display.  (I can do this with fields in  
the old workstation receipt templates.)


I checked the official docs and the last few sets of release notes and  
couldn't find anything.


Thanks,

Jennifer
--
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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

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Re: [Evergreen-general] Link Checker

[Jennifer Pringle via Evergreen-general]

Hello Elizabeth,

I have no tips or best practices with the Link Checker to offer but  
I'd be very interested if you'd be willing to share what you learn.


We looked at the link checker in 2019 (I think on EG 3.3) and found it  
wasn't scoping the results for us.  So if we did a search at LIBRARY A  
we'd get Overdrive URLS listed for all 50+ libraries that have 856s on  
our Overdrive records which made it pretty unusable for us. (I tried  
to run a test just now in 3.9 to confirm what we saw but I'm getting  
errors so not sure if I'm doing something wrong or if there's a new  
bug.)


I thought we'd reported the results scoping issue as a bug but I'm not  
seeing it so I think we moved onto the next thing in our upgrade  
testing intending to come back to the link checker and never did.


I did find a bug for the angularization of the link checker that King  
County and Equinox are doing:  
https://bugs.launchpad.net/evergreen/+bug/1993824


Jennifer

Quoting Elizabeth Davis via Evergreen-general  
:



Hello

Does anyone have any tips/best practices on using the Link Checker?   
I've gotten searches to work, but when looking at say a vendor like  
Overdrive, I may end up with 1,000's of links to check.


Thanks!


[cid:image002.png@01D8E9F3.A2F01F40]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] Broad strokes

[Jennifer Pringle via Evergreen-general]

+1 to all the mentions around the Item Status interface

I'd highlight the column picker/grid settings options for  
adding/removing columns, manage column widths, and in really new  
interfaces in 3.9 manage what actions show in the Actions menu.


Jennifer


Quoting Kate Coleman via Evergreen-general  
:



If you had 10 minutes with a new staff member and wanted to give them your
favorite few tips and tricks for Evergreen, what would they be? The tips
could be about any module in Evergreen.

TIA!



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Re: [Evergreen-general] Holds on individual serials?

[Jennifer Pringle via Evergreen-general]

Hello Benjamin,

We don't use parts in our consortium but we do use serials so our  
workaround is that we've enabled volume holds in our OPAC (which  
applies to everything, not just items create through the serials  
module).  You can see how it displays for us here:  
https://bvic.bc.catalogue.libraries.coop/eg/opac/record/125309221


Jennifer


Quoting Joan Kranich via Evergreen-general  
:



Hello,

C/W MARS also uses Parts.

Joan

On Wed, Sep 21, 2022 at 8:47 AM Frasur, Ruth via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:


Benjamin,



We also use parts in Evergreen Indiana.  This is not currently
incorporated into the Serials Module AFAIK.  We do have some libraries
using that module, and then they individually add the parts from the staff
catalog.  There is currently development in process that addresses some of
the parts issues that Kate describes.



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 *Kate
Coleman via Evergreen-general
*Sent:* Wednesday, September 21, 2022 8:43 AM
*To:* Evergreen Discussion Group 
*Cc:* Kate Coleman 
*Subject:* Re: [Evergreen-general] Holds on individual serials?



 This is an EXTERNAL email. Exercise caution. DO NOT open attachments
or click links from unknown senders or unexpected email. 
--

While I'm not sure if there is some mechanism in the serials module that
makes things different (we don't use it), we utilize monograph parts BIG
TIME in our consortium. It gets the job done re: holds, but it's rough
making sure everything has parts because if ONE holding has parts, it
really only works (okay, it works best) if then every holding on that
record has parts.






On Wed, Sep 21, 2022 at 7:36 AM Murphy, Benjamin via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

If I understand it correctly, there’s no mechanism to put a hold on a
specific volume of a serial with the holds interface. Is this something you
encounter or have a workaround for? Do you use monographic parts? Don’t
allow holds on serials? Have staff add copy level holds?



*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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​​

Joan Kranich | Library Applications Manager

CW MARS

jkran...@cwmars.org

508-755-3323 x321 or x1 <(508)%20755-3323>

http://www.cwmars.org

Pronouns : she, her, hers



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Re: [Evergreen-general] Receipt Template Macros - Money "saved"

[Jennifer Pringle via Evergreen-general]

Hi Ruth,

This is what we have.

  You saved
  {{transactions.subtotal | currency}}
  by borrowing from
  {{current_location.name}}!
  


I thought we'd included in our docs but turns out we haven't.  We did  
put it into our default Check Out receipt as follows so any of our  
libraries can use it by un-commenting it out.



  

  


Hope this helps,

Jennifer

Quoting "Frasur, Ruth via Evergreen-general"  
:



Hello all,

This isn't a new topic, but I'm not tracking down the information I  
was positive existed in a readily accessible place (as yet  
undiscovered).  Do any of y'all have any macros that you're  
including in your check out and/or items out receipts that indicate  
how much a patron has "saved" during that session/transaction, or  
YTD, or over the life of their account?  Anything?


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



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Toll-free: 1-888-848-9250
Email:jennifer.prin...@bc.libraries.coop
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Re: [Evergreen-general] Duplicate holds

[Jennifer Pringle via Evergreen-general]

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



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[Evergreen-general] Circulation Limit Groups

[Jennifer Pringle via Evergreen-general]

Hello,

Does anyone use the Circulation Limit Groups and can shed some light  
on how they work?  (This is the Circulation Limit Groups found under  
Server Administration, not the Circulation Limit Sets found under  
Local Administration.)


I've looked at both the dojo and angularjs interfaces for Circulation  
Limit Groups in 3.7 and 3.9.  I can create a group with a name and  
description which I can then use in the Circulation Limit Sets but I'm  
assuming there's a piece missing where I need to tell Evergreen what  
the group should actually limit.


The most I could find in the docs was:

https://docs.evergreen-ils.org/eg/docs/latest/admin_initial_setup/borrowing_items.html#_circulation_limit_sets
https://docs.evergreen-ils.org/eg/docs/latest/admin/circulation_limit_groups.html

Thanks,

Jennifer
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Re: [Evergreen-general] Pre-Cat management

[Jennifer Pringle via Evergreen-general]

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.





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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


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Re: [Evergreen-general] Evergreen/EDS integrations

[Jennifer Pringle via Evergreen-general]

Hi Ruth,

We also have sites that integrate with EDS.  We do MARC exports and  
then they use REST for real time availability.


Hope that helps,

Jennifer


Quoting "Frasur, Ruth via Evergreen-general"  
:



Thank you ☺

Ruth Frasur
Interim Coordinator - Evergreen Indiana Library Consortium
Coordinator – Evergreen Community Development Initiative
Indiana State Library
140 N Senate Ave
Indianapolis, IN  46204
(317) 232-3691

From: Galen Charlton [mailto:g...@equinoxoli.org]
Sent: Tuesday, May 17, 2022 9:36 AM
To: Evergreen Discussion Group 
Cc: Frasur, Ruth 
Subject: Re: [Evergreen-general] Evergreen/EDS integrations

 This is an EXTERNAL email. Exercise caution. DO NOT open  
attachments or click links from unknown senders or unexpected email.  



Hi Ruth,

On Tue, May 17, 2022 at 9:19 AM Frasur, Ruth via Evergreen-general  
mailto:evergreen-general@list.evergreen-ils.org>>  
wrote:
I’m investigating to find any known integrations of Evergreen with  
Ebsco’s EDS (I know…that’s redundant).


I know of at least four systems that supply Evergreen holdings to  
EDS. The mechanisms used to date are periodic MARC exports to EBSCO  
and Z39.50 lookup by EDS to get current item status.


Examples include University of Prince Edward Island, Berklee College  
of Music, William Jessup University, and the South Carolina State  
Library.


Regards,

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



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Re: [Evergreen-general] E-resources acq

[Jennifer Pringle via Evergreen-general]

Hi Blake,

In theory you could load the e-records through acquisitions and  
activate the PO without loading the items.  That way the records would  
be linked to the acquisitions module (though the find originating  
acquisitions feature relies on items so you could find the link if you  
started in the acq module, but not if you started with the bib record).


https://docs.evergreen-ils.org/eg/docs/latest/acquisitions/selection_lists_po.html#_activating_your_purchase_order

Hope that helps,

Jennifer


Quoting Blake Henderson via Evergreen-general  
:



All,

Please excuse my ignorance. Any and all feedback is welcome.

Is anyone using Evergreen for ERM somehow? Can Acq accommodate? I  
could see a scenario where a library could record the money spent by  
recording invoices. And debiting the appropriate funds. But that  
wouldn't tie back to a bib record. Because, correct me if I'm wrong,  
you'd need to get items on your invoice for Evergreen to make the  
connection to the bib?


Knowing that, perhaps we can still make it happen with two steps:  
using Acq for invoice tracking. And crafting/curating the MARC to  
save the fund code in a special place. Loading the bibs using  
standard methods.


What are you doing? Coral? Something else?

--
-Blake-
Conducting Magic
MOBIUS

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Re: [Evergreen-general] Using CSV file to add to Record bucket

[Jennifer Pringle via Evergreen-general]

Hi Francene,

Unfortunately it's not currently possible to load a file of record IDs  
or TCNs into a Record Bucket.


This has been submitted to Launchpad as a wishlist -  
https://bugs.launchpad.net/evergreen/+bug/1784412


However, you may be able to copy a queue to a bucket as a workaround.

Go to Cataloguing -> MARC Batch Import/Export
Click on Inspect Queue
Double click on the queue you want to copy
In the queue there is a box listing Queue Actions, one of which is  
Copy Queue to Bucket.  This lets you copy the queue to a new or  
existing record bucket.

From there you should be able to select the ones you want to delete.

Whether this will work for you as a workaround will depend on whether  
you're running a version of Evergreen that has this feature (I'm not  
sure when this feature was added but we have it in 3.7.) and whether  
you have the queues from the original record imports (and whether  
going through them to find the records to be deleted saves you any  
time).


Hope this helps,

Jennifer





Quoting Francene Lewis via Evergreen-general  
:


Is it possible to upload a CSV file of record IDs (TCNs  
specifically) to a Record bucket? I have several large sets of  
ebooks that are part of a subscription package which are loaded with  
no barcodes or holdings records. Every six months we get a list of  
ebooks which have been removed from the package. I want to delete  
them from our catalog. The Record bucket functionality works  
beautifully for my needs except I can only upload one record at a  
time and I have thousands to remove.


I can't use the Item Status screen since that uses barcodes as the  
search and these records have no barcodes. I can use the Record  
query function but that brings up only 1 record at a time with the  
TCN. We have no systems administrator at the current time and I am  
getting daily emails about ebooks in the catalog that people cannot  
access. I need to get them out. Suggestions are welcome.


Thanks in advance.
Francene Lewis
Head of Collection Management
Hekman Library
1855 Knollcrest SE/Grand Rapids, MI 49546
fle...@calvin.edu 616-526-6308



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Re: [Evergreen-general] Add Items Box

[Jennifer Pringle via Evergreen-general]

I ran into this recently using Chrome.  Your computer 2 is likely  
blocking pop-ups, which prevents it from automatically opening the  
holdings editor.  It'll show that it's blocking in your address bar  
but only for a split second.


Adding your Evergreen URL to the list of allowed pop-ups in Chrome  
should fix this.


Jennifer


Quoting Elizabeth Davis via Evergreen-general  
:



Hello

I have a weird difference in workflows between two computers when  
creating a new MARC record.  Both computers are using the same  
browser, same defaults, and same login.


Computer 1:


  1.  Selects MARC template
  2.  Updates MARC Fields
  3.  Checks Add Items box
  4.  Enters barocde and call number information
  5.  Clicks Save
  6.  Gets taken to the Holidings Editor Screen

Computer 2:

  1.  Selects MARC template
  2.  Updates MARC Fields
  3.  Checks Add Items box
  4.  Enters barocde and call number information
  5.  Clicks Save
  6.  Gets taken to the Catalog screen
  7.  Then has to click Add Holdings to get taken to Holdings Editor Screen

The only difference I can figure is that Computer 1 is used prior to  
our upgrade to 3.7 and Computer 2 was installed after the upgrade.   
Both use Hatch so I’m wondering if it’s something tied to Stored  
Prefences.   Has anyone seen anything like this or know of a bug  
that I missed?


Thank you,

Elizabeth Davis
she/her/hers
Support & Project Management Specialist
Pennsylvania Integrated Library System (PaILS)
www.sparkpa.org
‪(717) 256-1627



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Re: [Evergreen-general] Lost Items - Window of Opportunity?

[Jennifer Pringle via Evergreen-general]

Hello Dana,

I think you want to take a look at the following library settings  
which may help with the replacement cost must be paid part.


"Void lost max interval" - items lost longer than the value entered  
for this setting don't have the billing voided on return
So if you set this to 30 days the bills will not be removed from the  
patron's account if the item is eventually returned


"Prohibit negative balance on bills for lost materials" - when set to  
true Evergreen won't allow you to have a negative balance related to a  
lost item
Negative Balance Interval for Lost - when used in conjunction with the  
above setting it implements an interval after which no negative  
balances related to lost are allowed


I think the difference between "Void lost max interval" and the  
negative balance settings is that the "Void lost max interval" only  
applies to check-ins whereas the negative balance settings apply to  
manual refunds through the billing interface as well.  Someone who is  
more familiar with these settings might be able to correct me or  
provide a better explanation.


I don't think there's currently a way in Evergreen to specify that  
lost items should behave differently at check in based on when the  
item is returned.  I can see it being a potentially useful feature for  
Evergreen to block the check in of a lost item if it's passed the  
point of the library issuing refunds, or give the staff member some  
indication of this rather than just the generic lost item being  
returned message.  I know some libraries that require the patron to  
pay for the item at that point, as they've often already replaced it,  
and the original item is then deleted from the system and given to the  
patron.


Hope this helps,

Jennifer

Quoting Dana Schwarz via Evergreen-general  
:



Hello,

We are trying to set a time limit in the amount of days a patron has  
to return an item after it is marked as "Lost". That way even though  
the item is lost they still have a window of opportunity to return  
the item and not pay a fine. But if they do not return after those  
30 days they have no other option than to pay the replacement cost.
For example, 30 days after an item is marked lost we would have it  
set in Evergreen that it cannot be used after checkin and the  
replacement cost must be paid.
I see that in the library settings you can mark it as true or false  
whether an item is valid after checkin. However, for us we would  
like a time limit added.
Is this something that we add to the Library Settings Editor or in  
the Notifications/Action Triggers? I have a feeling it's the latter  
but what should I put in for the hook, reactor and validator?


I hope that makes sense. Many thanks for all your help!

Dana Schwarz
   Library & Learning Commons Technology Coordinator,
   Library and Learning Commons
[Niagara College Canada]
Student Services
phone
905-641-2252 x 4438
email
dschw...@niagaracollege.ca
website
nclibraries.niagaracollege.ca



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Re: [Evergreen-general] Staff only item notes

[Jennifer Pringle via Evergreen-general]

Hi Benjamin,

You're not missing anything.  Currently the only way staff can see  
non-public item notes is through the Holdings Editor or by running a  
report that includes item notes.


There's a bug for this: https://bugs.launchpad.net/evergreen/+bug/1730239

Jennifer




Quoting Benjamin Kalish via Evergreen-general  
:



An item can have item notes, which are added or modified in the Holdings
Editor by using the Item Notes button. If an item note is marked as a
public note the note will display in the catalog. If the Public Note box is
not checked the note is, one would presume, staff only. My question is:
where can staff view non-public item notes? Is there any way to see them
without entering the Holdings Editor? I feel like I must be missing
something obvious...

Thanks!

Benjamin Kalish
Forbes Library / 413-587-1012 / bkal...@forbeslibrary.org

Support Forbes Library:

   - Consider giving a gift
    to Forbes Library
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   Program .
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Re: [Evergreen-general] patron permission groups

[Jennifer Pringle via Evergreen-general]

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



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Re: [Evergreen-general] Moving to a new job

[Jennifer Pringle via Evergreen-general]

To add to the chorus, congratulations on the new job and we will miss you!

Jennifer


Quoting Jane Sandberg via Evergreen-general  
:



Hi Evergreeners,

I wanted to let you know that I will be leaving my current position at the
end of the month, for a job as a Ruby programmer at Princeton University
Library.

It has been such a joy to be part of the Evergreen community for the past 8
years.  I'd really like to stay connected -- you can reach me at
sandber...@gmail.com.  Also, I'll still be a patron at an Evergreen
library, so I will still get to use the software a bit, even if it's no
longer my job. :-)

Please let me know if there's anything I can do to help in the next few
weeks, or beyond.  I'm wishing y'all all the best.  Please enjoy this
awesome community and software just a little bit extra on my behalf.

Warmly,

  -Jane

--
Jane Sandberg
Electronic Resources Librarian
Library Department Chair
Linn-Benton Community College
sand...@linnbenton.edu / 541-917-4655
Pronouns: she/her/hers

Library instagram: @lbcc_library 



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Re: [Evergreen-general] Floating and non matching shelving locations

[Jennifer Pringle via Evergreen-general]

Hi Josh,

Just want to flag that the Shelving Location Order feature currently  
doesn't work.


https://bugs.launchpad.net/evergreen/+bug/1861526

Jennifer

Quoting Josh Stompro via Evergreen-general  
:



Hello, We currently don't make much use of shelving locations in our
systems because we don't standardize them at all our locations.  So one
branch will have a separate shelf for Westerns while another will shelve
all adult fiction together.  One site will shelve all the Juvenile Fiction
and J Graphic novels together, and the next site will have separate shelves
for them.

But I'm intrigued by the possibility of having pull lists and other reports
sorted by the shelving locations for each site using the Shelving Location
Order feature.

We also float everything between our branches within the same system.
Floating doesn't try to adjust the shelving location when an item moves
from one location to another.

So I'm just wondering if anyone has figured out a solution to floating
between locations that don't have the same shelving locations?

My thoughts so far are along the lines of a nightly script that tries to
translate between each sites shelving locations.  Setup every possible
shelving location for every site across the region, and then move items
from one to another depending on a specific sites preferences.

Maybe a DB trigger based on the asset.copy(circ_lib) changing?  But I'm not
sure that would result in checkin after a float showing the correct
shelving location for the new branch.

Thanks
Josh
[image: Company logo]
*Josh Stompro*
IT Director
stomp...@gsuite.larl.org | 218-233-3757 ext. 139 | 218-790-2110
*Lake Agassiz Regional Library *
118 5th ST S
Moorhead MN 56560
www.larl.org
*Our mission is to enrich lives and strengthen communities.*



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Re: [Evergreen-general] Unable to Authenticate to Access Emailed Report

[Jennifer Pringle via Evergreen-general]

Hi John,

I open report output from the links in my email in Firefox all the  
time; we never ran 3.6 but I've done this with 3.5 and 3.7.  I haven't  
set anything specific in the browser to make it work so I don't have  
any suggestions on what you can try, but I can confirm that Firefox  
should work.


Jennifer


Quoting "Lolis, John via Evergreen-general"  
:



Might anyone know of a browser setting that would fix this?

I created a recurring report that's email-enabled; however, when I click on
the link in the message, it prompts me for my credentials which fail
authentication.  This occurs when I'm already logged into Evergreen as
well.  I was told that the report link works in Chrome, and that one can
successfully get to the report by copying and pasting the link into the
address field of the tab in which Evergreen is open and logged into;
however, this fails to work in both Vivaldi and Firefox.

So far, I don't see anything in browser settings that might affect this
behavior, but I have yet to go through the bazillion vivaldi://flags or
about:config settings.

This occurs with other Evergreen accounts as well.  We're on v3.6.5.

Yes, I know I could install and use Chrome, but that ain't gonna happen.
I'd rather manually navigate to the report output in Evergreen.

Many thanks in advance!

John Lolis
Coordinator of Computer Systems

100 Martine Avenue
White Plains, NY  10601

tel: 1.914.422.1497
fax: 1.914.422.1452

https://whiteplainslibrary.org/

*Some may say that perception is everything, but not from where I stand.*



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Re: [Evergreen-general] list of compatible scanners and printers

[Jennifer Pringle via Evergreen-general]

There's also the Compatible Products Survey that was done in 2017 -  
https://wiki.evergreen-ils.org/doku.php?id=faqs:evergreen_compatible_products_results_survey_2017


(though 2017 is a while ago now)

Jennifer

Quoting Terran McCanna via Evergreen-general  
:



This is not a complete list, but it has the ones that work at our libraries:

https://pines.georgialibraries.org/dokuwiki/doku.php?id=admin:workstations:scanners

Terran McCanna, PINES Program Manager
--

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2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

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

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






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On Thu, Jan 6, 2022 at 5:16 PM Diane Disbro via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:


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] Documentation on Angular Staff Search Interface

[Jennifer Pringle via Evergreen-general]

Hi Benjamin,

We have some documentation and videos that look at the new staff  
catalogue that might be helpful but they're for 3.7. We jumped from  
3.5 to 3.7 so I'm not sure how many differences there are in the new  
staff catalogue between 3.6 and 3.7.


Cataloguing Documentation -  
http://docs.libraries.coop/sitka/_cataloguing_2.html

Searching the Catalogue - https://youtu.be/u86TxsX3CY0
Placing Holds - https://youtu.be/MDuN4s7c-rQ

Jennifer


Quoting "Murphy, Benjamin via Evergreen-general"  
:


Before I recreate the wheel, does anyone have any staff targeted  
documentation or training (that you'd be willing to share) that  
covers the changes to the staff search interface that was rolled out  
in 3.6 (what used to be called the Experimental Staff Catalog)?


Benjamin Murphy
NC Cardinal Program Manager
NC Dept. of Natural and Cultural Resources
919.814.6797 |  benjamin.mur...@ncdcr.gov
https://statelibrary.ncdcr.gov/ld/nc-cardinal

109 East Jones Street  | 4640 Mail Service Center
Raleigh, North Carolina 27699-4600
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Website


Email correspondence to and from this address is subject to the  
North Carolina Public Records Law and may be disclosed to third  
parties.



--
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] Translations for Bootstrap

[Jennifer Pringle via Evergreen-general]

Hello,

I'm working on translating bootstrap into French via the Launchpad  
translations and I've come across several strings that include a  
significant amount of code in them and I'm not sure if this is  
expected or a bug.  For example:


 class='sumNum'>%1Items Checked Out

Located in ../../Open-ILS/src/templates-bootstrap/opac/parts/myopac/base.tt2:3
(https://translations.launchpad.net/evergreen/master/+pots/bootstrap-opac/fr/46/+translate)

 class='sumNum'>%1Holds / %2 Ready

Located in ../../Open-ILS/src/templates-bootstrap/opac/parts/myopac/base.tt2:3
(https://translations.launchpad.net/evergreen/master/+pots/bootstrap-opac/fr/48/+translate)

Can anyone confirm whether or not it's expected that this code is  
included in the strings for translation?


Thanks,

Jennifer
--
Jennifer Pringle (she/her)
Co-op Support - Training Lead
BC Libraries Cooperative
Toll-free: 1-888-848-9250
Email:jennifer.prin...@bc.libraries.coop
Website: http://bc.libraries.coop

Gratefully acknowledging that I live and work in the unceded  
Traditional Territory of the St'at'yemc Nations.


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Re: [Evergreen-general] High Level Hold Has No Copy

[Jennifer Pringle via Evergreen-general]

Hello Diane,

We've encountered the *High Level Hold Has No Copy* message in 3.7 and  
we don't use parts. It's shown up for us when there are no holdable  
items on the record that can fill the hold.


Jennifer



Quoting 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



--
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] Setting Up a New Classification Scheme

[Jennifer Pringle via Evergreen-general]

Thanks Jason, this is super helpful!

Jennifer

Quoting Jason Boyer :

Hi Jennifer, there isn’t an interface to manage this yet and while  
the Angular client’s auto-grid feature will allow you to see the  
table, you’re not able to add or edit any entries. One reason  
there’s no interface for it is that one of the required fields is  
the name of a database procedure to perform the necessary  
normalization for sorting.


These are the steps you’d need to take to add a new classification  
scheme today:


Look at the existing call number classification normalization  
functions to see if one of them is applicable to the new scheme:  
asset.label_normalizer_generic, asset.label_normalizer_dewey, and  
asset.label_normalizer_lc. If none of these normalizers will work  
for the new scheme a new normalizing function will need to be  
written. (We’ll assume you have to put together an  
asset.label_normalizer_nlm for now)


Insert a new row into asset.call_number_class:
name | normalizer | field
National Library of Medicine | asset.label_normalizer_nlm |  
060ab,(other fields / subfields)


Then the opensrf.settings service (at least?) may need to be  
restarted. I’m not entirely certain about the extent of that.


And then it’s time to test because I’ve not actually done this  
myself but I don’t believe classification schemes are hard-coded  
anywhere. :)


Jason

--
Jason Boyer
Senior System Administrator
Equinox Open Library Initiative
jbo...@equinoxoli.org
+1 (877) Open-ILS (673-6457)
https://equinoxOLI.org/

On Jun 10, 2021, at 3:43 PM, Jennifer Pringle via Evergreen-general  
 wrote:



Hello everyone,

I'm hoping someone can point me in the right direction for  
information about the classification schemes in Evergreen.  I've  
looked through the official docs and the Evergreen wiki but I  
haven't been able to find anything that talks about how the  
classifications schemes are set up or what would be needed to set  
up a new one.


We've recently had a medical library join our consortium and they  
use National Library of Medicine as their classification scheme so  
I'm looking into what would be involved in adding NLM as an option  
in Evergreen.


Thanks,

Jennifer
--
Jennifer Pringle (she/her)
Co-op Support - Training Lead
BC Libraries Cooperative
Toll-free: 1-888-848-9250
Email:jennifer.prin...@bc.libraries.coop
Website: http://bc.libraries.coop

Gratefully acknowledging that I live and work in the unceded  
Traditional Territory of the St'at'yemc Nations.


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--
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] Setting Up a New Classification Scheme

[Jennifer Pringle via Evergreen-general]

Hello everyone,

I'm hoping someone can point me in the right direction for information  
about the classification schemes in Evergreen.  I've looked through  
the official docs and the Evergreen wiki but I haven't been able to  
find anything that talks about how the classifications schemes are set  
up or what would be needed to set up a new one.


We've recently had a medical library join our consortium and they use  
National Library of Medicine as their classification scheme so I'm  
looking into what would be involved in adding NLM as an option in  
Evergreen.


Thanks,

Jennifer
--
Jennifer Pringle (she/her)
Co-op Support - Training Lead
BC Libraries Cooperative
Toll-free: 1-888-848-9250
Email:jennifer.prin...@bc.libraries.coop
Website: http://bc.libraries.coop

Gratefully acknowledging that I live and work in the unceded  
Traditional Territory of the St'at'yemc Nations.


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