Re: [Evergreen-general] removal of vendor from paid support wiki page

[Joan Kranich via Evergreen-general]

Thank you for this information Rogan.

Joan

On Wed, Apr 10, 2024 at 8:47 AM Rogan Hamby via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> We are have been doing a review of the vendors on the paid support listing
> of the wiki :
> https://wiki.evergreen-ils.org/doku.php?id=faqs:evergreen_companies#catalyte_inc
>
> One vendor, Catalyte no longer offers Evergreen services and does not
> provide a link back to the Evergreen community web site, nor has responded
> to an email inquiry so they are being removed. This is being posted because
> we set as a procedure that the general list would be updated of any
> removals.
>
>
> Rogan Hamby (he/him/his), MLIS
>
> Data and Project Manager
>
> Equinox Open Library Initiative
>
> rogan.ha...@equinoxoli.org
>
> 1-770-709- x5570
>
> www.equinoxOLI.org
>
>
> ___
> Evergreen-general mailing list
> Evergreen-general@list.evergreen-ils.org
> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>


-- 

Joan Kranich (she/her/hers)
Library Applications Manager, C/W MARS, Inc.

--

[image: icon] jkran...@cwmars.org | [image: icon]www.cwmars.org

[image: icon] 508-755-3323 x 1
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Re: [Evergreen-general] [External] Paperback vs. Hardcover Records

[Joan Kranich via Evergreen-general]

cord.  There will be instances, however, where we suggest
>>> using a separate record, but that is usually based on the content of the
>>> book, not whether it is paperback or hardcover.
>>>
>>>
>>>
>>> The majority of our member libraries are fine with this, but we do
>>> occasionally receive requests to separate paperbacks and hardcovers,
>>> because some libraries have patrons who only want one or the other.  One
>>> recommendation we have made is for libraries to use call numbers and/or
>>> shelving locations to identify if a specific item is paperback.  For
>>> example, one member library puts "Apb" for "Adult Paperback" at the
>>> beginning of the call numbers for mass market paperback books.
>>>
>>>
>>>
>>> This may not help patrons as much when placing holds, because they
>>> cannot place item level holds, but it allows staff to easily identify a
>>> paperback version so they can place an item hold for the patron.  Staff
>>> would just have to encourage patrons to come to them to place the hold, so
>>> the staff can place the item level hold for the patron.
>>>
>>>
>>>
>>> It is admittedly not a perfect solution, but because we have combined
>>> paperbacks and hardcovers on single records for so long, trying to split
>>> them up now would simply be unfeasible.  And even if we began instructing
>>> catalogers to use separate records moving forward, that would still leave
>>> countless existing records in the catalog with both paperbacks and
>>> hardcovers on them.
>>>
>>>
>>>
>>> *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
>>> <https://protect2.fireeye.com/v1/url?k=31323334-50bba2bf-31367a34-4544474f5631-520c1bf1f7f8cf41=1=5881d0dc-6a85-4edc-924a-94fcf42fb0c0=https%3A%2F%2Fstatelibrary.ncdcr.gov%2Fservices-libraries%2Fnc-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.*
>>>
>>>
>>> --
>>>
>>> *From:* Evergreen-general <
>>> evergreen-general-boun...@list.evergreen-ils.org> on behalf of Joan
>>> Kranich via Evergreen-general 
>>> *Sent:* Wednesday, March 20, 2024 12:43 PM
>>> *To:* Evergreen Discussion Group <
>>> evergreen-general@list.evergreen-ils.org>
>>> *Cc:* Joan Kranich 
>>> *Subject:* [External] [Evergreen-general] Paperback vs. Hardcover
>>> Records
>>>
>>>
>>>
>>> *CAUTION:* External email. Do not click links or open attachments
>>> unless verified. Report suspicious emails with the Report Message button
>>> located on your Outlook menu bar on the Home tab.
>>>
>>>
>>>
>>> Hi,
>>>
>>>
>>>
>>> In C/W MARS a bibliographic record may contain items for paperback and
>>> for hardcover.  We have had some recommendations to separate paperback
>>> items from hardcover items.
>>>
>>>
>>>
>>> This is a change on the cataloging side but also with how holds would be
>>> filled.
>>>
>>>
>>>
>>> Do any of you use separate bibliographic records for paperback vs.
>>> hardcover or do you have another workflow to make it easy for staff and
>>> patrons to place holds to be filled by one format vs. the other?
>>>
>>>
>>>
>>> Thank you.
>>>
>>>
>>>
>>> Joan
>>>
>>>
>>>
>>> --
>>>
>>>
>>> *Joan Kranich *(she/her/hers)
>>> Library Applications Manager, C/W MARS, Inc.
>>> --
>>>
>>> [image: icon]jkran...@cwmars.org* | **[image: icon]*www.cwmars.org
>>> <https://protect2.fireeye.com/v1/url?k=31323334-50bba2bf-31367a34-4544474f5631-b75ae63f34e25f26=1=5881d0dc-6a85-4edc-924a-94fcf42fb0c0=https%3A%2F%2Fwww.cwmars.org%2F>
>>>
>>> *[image: icon]*508-755-3323 x 1
>>>
>>>
>>> --
>>>
>>>
>>> Email correspondence to and from this address may be subject to the
>>> North Carolina Public Records Law and may be disclosed to third parties by
>>> an authorized state official.
>>>
>>> ___
>>> Evergreen-general mailing list
>>> Evergreen-general@list.evergreen-ils.org
>>> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>>> <https://protect2.fireeye.com/v1/url?k=31323334-50bba2bf-31367a34-4544474f5631-2865476d45623b25=1=5881d0dc-6a85-4edc-924a-94fcf42fb0c0=http%3A%2F%2Flist.evergreen-ils.org%2Fcgi-bin%2Fmailman%2Flistinfo%2Fevergreen-general>
>>>
>>> ___
>>> 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
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>> 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
>


-- 

Joan Kranich (she/her/hers)
Library Applications Manager, C/W MARS, Inc.

--

[image: icon] jkran...@cwmars.org | [image: icon]www.cwmars.org

[image: icon] 508-755-3323 x 1
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Re: [Evergreen-general] [External] Paperback vs. Hardcover Records

[Joan Kranich via Evergreen-general]

backs and hardcovers on single records for so long, trying to split
>> them up now would simply be unfeasible.  And even if we began instructing
>> catalogers to use separate records moving forward, that would still leave
>> countless existing records in the catalog with both paperbacks and
>> hardcovers on them.
>>
>>
>>
>> *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
>> <https://protect2.fireeye.com/v1/url?k=31323334-50bba2bf-31367a34-4544474f5631-520c1bf1f7f8cf41=1=5881d0dc-6a85-4edc-924a-94fcf42fb0c0=https%3A%2F%2Fstatelibrary.ncdcr.gov%2Fservices-libraries%2Fnc-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.*
>>
>>
>> --
>>
>> *From:* Evergreen-general <
>> evergreen-general-boun...@list.evergreen-ils.org> on behalf of Joan
>> Kranich via Evergreen-general 
>> *Sent:* Wednesday, March 20, 2024 12:43 PM
>> *To:* Evergreen Discussion Group <
>> evergreen-general@list.evergreen-ils.org>
>> *Cc:* Joan Kranich 
>> *Subject:* [External] [Evergreen-general] Paperback vs. Hardcover Records
>>
>>
>>
>> *CAUTION:* External email. Do not click links or open attachments unless
>> verified. Report suspicious emails with the Report Message button located
>> on your Outlook menu bar on the Home tab.
>>
>>
>>
>> Hi,
>>
>>
>>
>> In C/W MARS a bibliographic record may contain items for paperback and
>> for hardcover.  We have had some recommendations to separate paperback
>> items from hardcover items.
>>
>>
>>
>> This is a change on the cataloging side but also with how holds would be
>> filled.
>>
>>
>>
>> Do any of you use separate bibliographic records for paperback vs.
>> hardcover or do you have another workflow to make it easy for staff and
>> patrons to place holds to be filled by one format vs. the other?
>>
>>
>>
>> Thank you.
>>
>>
>>
>> Joan
>>
>>
>>
>> --
>>
>>
>> *Joan Kranich *(she/her/hers)
>> Library Applications Manager, C/W MARS, Inc.
>> --
>>
>> [image: icon]jkran...@cwmars.org* | **[image: icon]*www.cwmars.org
>> <https://protect2.fireeye.com/v1/url?k=31323334-50bba2bf-31367a34-4544474f5631-b75ae63f34e25f26=1=5881d0dc-6a85-4edc-924a-94fcf42fb0c0=https%3A%2F%2Fwww.cwmars.org%2F>
>>
>> *[image: icon]*508-755-3323 x 1
>>
>>
>> --
>>
>>
>> Email correspondence to and from this address may be subject to the North
>> Carolina Public Records Law and may be disclosed to third parties by an
>> authorized state official.
>>
>> ___
>> Evergreen-general mailing list
>> Evergreen-general@list.evergreen-ils.org
>> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>> <https://protect2.fireeye.com/v1/url?k=31323334-50bba2bf-31367a34-4544474f5631-2865476d45623b25=1=5881d0dc-6a85-4edc-924a-94fcf42fb0c0=http%3A%2F%2Flist.evergreen-ils.org%2Fcgi-bin%2Fmailman%2Flistinfo%2Fevergreen-general>
>>
>> ___
>> 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
>


-- 

Joan Kranich (she/her/hers)
Library Applications Manager, C/W MARS, Inc.

--

[image: icon] jkran...@cwmars.org | [image: icon]www.cwmars.org

[image: icon] 508-755-3323 x 1
___
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Re: [Evergreen-general] [External] Paperback vs. Hardcover Records

[Joan Kranich via Evergreen-general]

Hi Elizabeth,

When we place a meta record hold all of print that is not large print has
the format book so we would need to add formats.  This is a
good consideration that I've been thinking about.

Thank you for your help.

Joan

On Wed, Mar 20, 2024 at 1:06 PM Elizabeth Davis via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Hello
>
>
>
> PaILS uses the same record for hardcover and trade paper editions.  We
> encourage a separate record for mass market paperback.  I’d have to test it
> but would the multi-format hold work for instances where you have records
> for the hardcover and one for the paperback?
>
>
>
>
>
>
>
> *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 *Terran
> McCanna via Evergreen-general
> *Sent:* Wednesday, March 20, 2024 1:01 PM
> *To:* Evergreen Discussion Group  >
> *Cc:* Terran McCanna 
> *Subject:* Re: [Evergreen-general] [External] Paperback vs. Hardcover
> Records
>
>
>
> PINES uses separate records.
>
>
>
> On Wed, Mar 20, 2024, 12:57 PM Szwagiel, Will via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
> Good afternoon Joan,
>
>
>
> Like you, our bibliographic records can contain both paperback and
> hardcover versions of a book.  We actually encourage this, as well, as part
> of our cataloging best practices to try and cut down on duplicate records
> and to make sure that as many items as possible are available for patrons
> on a single record.  There will be instances, however, where we suggest
> using a separate record, but that is usually based on the content of the
> book, not whether it is paperback or hardcover.
>
>
>
> The majority of our member libraries are fine with this, but we do
> occasionally receive requests to separate paperbacks and hardcovers,
> because some libraries have patrons who only want one or the other.  One
> recommendation we have made is for libraries to use call numbers and/or
> shelving locations to identify if a specific item is paperback.  For
> example, one member library puts "Apb" for "Adult Paperback" at the
> beginning of the call numbers for mass market paperback books.
>
>
>
> This may not help patrons as much when placing holds, because they cannot
> place item level holds, but it allows staff to easily identify a paperback
> version so they can place an item hold for the patron.  Staff would just
> have to encourage patrons to come to them to place the hold, so the staff
> can place the item level hold for the patron.
>
>
>
> It is admittedly not a perfect solution, but because we have combined
> paperbacks and hardcovers on single records for so long, trying to split
> them up now would simply be unfeasible.  And even if we began instructing
> catalogers to use separate records moving forward, that would still leave
> countless existing records in the catalog with both paperbacks and
> hardcovers on them.
>
>
>
> *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
> <https://urldefense.proofpoint.com/v2/url?u=https-3A__statelibrary.ncdcr.gov_services-2Dlibraries_nc-2Dcardinal=DwMFaQ=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM=LRHEWfG7tKtoSjGM1XBmJX5tlkBCMt3lnyKxcaVacsw=kjPccD-EhhqnmskWzrp3GLzuWBZxnfCLqsKtt5gujNc5U-uEWr8LMFuzty892oD5=qaTgbSaMM5WJ5Tpq9J4HiytjSLhXS36iM3CB0mUn3Bk=>
>
> 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.*
>
>
> --
>
> *From:* Evergreen-general <
> evergreen-general-boun...@list.evergreen-ils.org> on behalf of Joan
> Kranich via Evergreen-general 
> *Sent:* Wednesday, March 20, 2024 12:43 PM
> *To:* Evergreen Discussion Group  >
> *Cc:* Joan Kranich 
> *Subject:* [External] [Evergreen-general] Paperback vs. Hardcover Records
>
>
>
> *CAUTION:* External email. Do not click links or open attachments unless
> verified. Report suspicious emails with the Report Message button located
> on your Outlook menu bar on the Ho

Re: [Evergreen-general] [External] Paperback vs. Hardcover Records

[Joan Kranich via Evergreen-general]

Hi Terran,

Thank you!

We're thinking separate records will need more work to make the record
specifically for paperback.  We are considering this.

Joan

On Wed, Mar 20, 2024 at 1:01 PM Terran McCanna via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> PINES uses separate records.
>
> On Wed, Mar 20, 2024, 12:57 PM Szwagiel, Will via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
>> Good afternoon Joan,
>>
>> Like you, our bibliographic records can contain both paperback and
>> hardcover versions of a book.  We actually encourage this, as well, as part
>> of our cataloging best practices to try and cut down on duplicate records
>> and to make sure that as many items as possible are available for patrons
>> on a single record.  There will be instances, however, where we suggest
>> using a separate record, but that is usually based on the content of the
>> book, not whether it is paperback or hardcover.
>>
>> The majority of our member libraries are fine with this, but we do
>> occasionally receive requests to separate paperbacks and hardcovers,
>> because some libraries have patrons who only want one or the other.  One
>> recommendation we have made is for libraries to use call numbers and/or
>> shelving locations to identify if a specific item is paperback.  For
>> example, one member library puts "Apb" for "Adult Paperback" at the
>> beginning of the call numbers for mass market paperback books.
>>
>> This may not help patrons as much when placing holds, because they cannot
>> place item level holds, but it allows staff to easily identify a paperback
>> version so they can place an item hold for the patron.  Staff would just
>> have to encourage patrons to come to them to place the hold, so the staff
>> can place the item level hold for the patron.
>>
>> It is admittedly not a perfect solution, but because we have combined
>> paperbacks and hardcovers on single records for so long, trying to split
>> them up now would simply be unfeasible.  And even if we began instructing
>> catalogers to use separate records moving forward, that would still leave
>> countless existing records in the catalog with both paperbacks and
>> hardcovers on them.
>>
>> *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.*
>>
>>
>> --
>> *From:* Evergreen-general <
>> evergreen-general-boun...@list.evergreen-ils.org> on behalf of Joan
>> Kranich via Evergreen-general 
>> *Sent:* Wednesday, March 20, 2024 12:43 PM
>> *To:* Evergreen Discussion Group <
>> evergreen-general@list.evergreen-ils.org>
>> *Cc:* Joan Kranich 
>> *Subject:* [External] [Evergreen-general] Paperback vs. Hardcover Records
>>
>> CAUTION: External email. Do not click links or open attachments unless
>> verified. Report suspicious emails with the Report Message button located
>> on your Outlook menu bar on the Home tab.
>>
>> Hi,
>>
>> In C/W MARS a bibliographic record may contain items for paperback and
>> for hardcover.  We have had some recommendations to separate paperback
>> items from hardcover items.
>>
>> This is a change on the cataloging side but also with how holds would be
>> filled.
>>
>> Do any of you use separate bibliographic records for paperback vs.
>> hardcover or do you have another workflow to make it easy for staff and
>> patrons to place holds to be filled by one format vs. the other?
>>
>> Thank you.
>>
>> Joan
>>
>> --
>>
>> Joan Kranich (she/her/hers)
>> Library Applications Manager, C/W MARS, Inc.
>>
>> --
>>
>> [image: icon] jkran...@cwmars.org | [image: icon]www.cwmars.org
>>
>> [image: icon] 508-755-3323 x 1
>>
>> --
>>
>> 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 a

Re: [Evergreen-general] [External] Paperback vs. Hardcover Records

[Joan Kranich via Evergreen-general]

Hi Will,

Thank you for your suggestions and very helpful details!

Some of our libraries indicate paperback in the call number.  The shelving
location is an interesting thought because we can filter by the location.

Joan

On Wed, Mar 20, 2024 at 12:57 PM Szwagiel, Will <
william.szwag...@dncr.nc.gov> wrote:

> Good afternoon Joan,
>
> Like you, our bibliographic records can contain both paperback and
> hardcover versions of a book.  We actually encourage this, as well, as part
> of our cataloging best practices to try and cut down on duplicate records
> and to make sure that as many items as possible are available for patrons
> on a single record.  There will be instances, however, where we suggest
> using a separate record, but that is usually based on the content of the
> book, not whether it is paperback or hardcover.
>
> The majority of our member libraries are fine with this, but we do
> occasionally receive requests to separate paperbacks and hardcovers,
> because some libraries have patrons who only want one or the other.  One
> recommendation we have made is for libraries to use call numbers and/or
> shelving locations to identify if a specific item is paperback.  For
> example, one member library puts "Apb" for "Adult Paperback" at the
> beginning of the call numbers for mass market paperback books.
>
> This may not help patrons as much when placing holds, because they cannot
> place item level holds, but it allows staff to easily identify a paperback
> version so they can place an item hold for the patron.  Staff would just
> have to encourage patrons to come to them to place the hold, so the staff
> can place the item level hold for the patron.
>
> It is admittedly not a perfect solution, but because we have combined
> paperbacks and hardcovers on single records for so long, trying to split
> them up now would simply be unfeasible.  And even if we began instructing
> catalogers to use separate records moving forward, that would still leave
> countless existing records in the catalog with both paperbacks and
> hardcovers on them.
>
> *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.*
>
>
> --
> *From:* Evergreen-general <
> evergreen-general-boun...@list.evergreen-ils.org> on behalf of Joan
> Kranich via Evergreen-general 
> *Sent:* Wednesday, March 20, 2024 12:43 PM
> *To:* Evergreen Discussion Group  >
> *Cc:* Joan Kranich 
> *Subject:* [External] [Evergreen-general] Paperback vs. Hardcover Records
>
> CAUTION: External email. Do not click links or open attachments unless
> verified. Report suspicious emails with the Report Message button located
> on your Outlook menu bar on the Home tab.
>
> Hi,
>
> In C/W MARS a bibliographic record may contain items for paperback and for
> hardcover.  We have had some recommendations to separate paperback items
> from hardcover items.
>
> This is a change on the cataloging side but also with how holds would be
> filled.
>
> Do any of you use separate bibliographic records for paperback vs.
> hardcover or do you have another workflow to make it easy for staff and
> patrons to place holds to be filled by one format vs. the other?
>
> Thank you.
>
> Joan
>
> --
>
> Joan Kranich (she/her/hers)
> Library Applications Manager, C/W MARS, Inc.
>
> --
>
> [image: icon] jkran...@cwmars.org | [image: icon]www.cwmars.org
>
> [image: icon] 508-755-3323 x 1
>
> --
>
> 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.
>


-- 

Joan Kranich (she/her/hers)
Library Applications Manager, C/W MARS, Inc.

--

[image: icon] jkran...@cwmars.org | [image: icon]www.cwmars.org

[image: icon] 508-755-3323 x 1
___
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[Evergreen-general] Paperback vs. Hardcover Records

[Joan Kranich via Evergreen-general]

Hi,

In C/W MARS a bibliographic record may contain items for paperback and for
hardcover.  We have had some recommendations to separate paperback items
from hardcover items.

This is a change on the cataloging side but also with how holds would be
filled.

Do any of you use separate bibliographic records for paperback vs.
hardcover or do you have another workflow to make it easy for staff and
patrons to place holds to be filled by one format vs. the other?

Thank you.

Joan

-- 

Joan Kranich (she/her/hers)
Library Applications Manager, C/W MARS, Inc.

--

[image: icon] jkran...@cwmars.org | [image: icon]www.cwmars.org

[image: icon] 508-755-3323 x 1
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Re: [Evergreen-general] Patron Registration screen

[Joan Kranich via Evergreen-general]

Hi Milissa,

C/W MARS uses Quipu and we are happy with the performance and support.  You
can see our registration form at
https://catalog.cwmars.org/eg/opac/ecard/form.

Joan

On Mon, Oct 16, 2023 at 2:24 PM Millissa Macomber via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Looking for examples of ways to integrate the self-registration screen on
> our website. Please send me any of your examples. (Integrations with Quipu,
> Smarty or any other vendors is also appreciated.)
>
>
> *Millissa Macomber, ILS Manager*
> Central Skagit Library District
> 110 W. State St.
> Sedro-Woolley, WA 98284
> 360-755-3985
> www.centralskagitlibrary.org
> milli...@centralskagitlibrary.org
> ___
> Evergreen-general mailing list
> Evergreen-general@list.evergreen-ils.org
> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>


-- 

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] Staff Training Roundtable

[Joan Kranich via Evergreen-general]

Hi Kate,

C/W MARS will also be creating a certification course.  I look forward to
hearing your details!

Joan

On Wed, Sep 20, 2023 at 8:22 AM Kate Coleman via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Our consortium has made an official cataloging certification course and we
> are in the works of finishing up the website dedicated to it. We'd be happy
> to share how that has been handled and how certification (which we started
> 2 years ago, but with a much clunkier process) has been going for us.
>
>
>
>
>
> On Wed, Sep 20, 2023 at 7:07 AM Elizabeth Davis via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
>> I am interested as well.  Thank you !
>>
>>
>>
>> *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 *Heather
>> Lindskold via Evergreen-general
>> *Sent:* Wednesday, September 20, 2023 8:05 AM
>> *To:* Evergreen Discussion Group <
>> evergreen-general@list.evergreen-ils.org>
>> *Cc:* Heather Lindskold 
>> *Subject:* Re: [Evergreen-general] Staff Training Roundtable
>>
>>
>>
>> I'm also interested in being involved in this!
>>
>>
>>
>> Heather
>>
>>
>>
>> On Wed, Sep 20, 2023 at 8:03 AM Terran McCanna via Evergreen-general <
>> evergreen-general@list.evergreen-ils.org> wrote:
>>
>> Me too!
>>
>>
>>
>> On Wed, Sep 20, 2023, 7:52 AM Tiffany Little via Evergreen-general <
>> evergreen-general@list.evergreen-ils.org> wrote:
>>
>> I would definitely be interested in this. I think it's a great idea!
>>
>>
>>
>> *Tiffany Little, PINES Bibliographic Projects Manager*
>> --
>>
>> *Georgia Public Library Service*
>>
>> 2872 Woodcock Blvd, Suite 250 | Atlanta, GA 30341
>>
>> (404) 235-7161 | tlit...@georgialibraries.org
>>
>>
>>
>> *Join our email list*  *for stories of
>> Georgia libraries making an impact in our communities.*
>>
>>
>>
>>
>>
>> On Wed, Sep 20, 2023 at 2:42 AM Thomsen, Elizabeth via Evergreen-general <
>> evergreen-general@list.evergreen-ils.org> wrote:
>>
>> I am definitely interested in this, and I think it's good timing -- I
>> think a lot of us have changed the way we do training post-Pandemic.  We
>> used to do two-hour hands-on training sessions at our office, and these
>> have been replaced by one-hour remote sessions on Zoom.  Eliminating the
>> travel time and doing shorter sessions has helped us to reach a lot more
>> people, staff who were never going to be sent to NOBLE for the hands-on
>> sessions.  I used to do some online training sessions pre-Pandemic but they
>> weren't popular -- the big difference is that just about all staff now have
>> had so much experience with online sessions of all types and are
>> comfortable and equipped for them.
>>
>>
>>
>> On Tue, Sep 19, 2023 at 6:15 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.
>>
>>
>>
>> ___
>> Evergreen-general mailing list
>> Evergreen-general@list.evergreen-ils.org
>> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>>
>>
>>
>>
>> --
>>
>> Elizabeth B. Thomsen
>>
>> Member Services Manager
>>
>> NOBLE: North of Boston Library Exchange
>>
>> Danvers, Mass.
>>
>> www.noblenet.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
>>
>> ___
>> Evergreen-general mailing list
>> Evergreen-general@list.evergreen-ils.org
>> 

Re: [Evergreen-general] Staff Training Roundtable

[Joan Kranich via Evergreen-general]

Hello,

I am interested in attending.  I'm sure there will be lots of interesting
information shared.

Thanks.

Joan

On Wed, Sep 20, 2023 at 8:39 AM Dorsey, Britta via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> I am absolutely interested in this!
>
>
>
> We currently offer Basic Cataloging certification via an asynchronous
> course on the Moodle platform (free), and I’ve been working on the Advanced
> Cataloging course for a while now. We also offer live webinars every month
> for other areas of the ILS and provide recordings of those webinars via our
> training YouTube channel. Our hope is to create Moodle (or another
> platform) courses for each training. These would act as more of a
> supplement to the live webinars since schedules vary so much between
> libraries.
>
>
>
> Britta Dorsey
>
> *Development Support Administrator*
>
> Evergreen Indiana
>
>
>
> Indiana State Library
>
> 140 N Senate Ave
>
> Indianapolis, IN 46204
>
> (p)317-234-6624
>
>
>
> See Evergreen Indiana’s Calendar
>  for upcoming webinars and
> roundtables!
>
>
>
> *From:* Evergreen-general <
> evergreen-general-boun...@list.evergreen-ils.org> *On Behalf Of *Kate
> Coleman via Evergreen-general
> *Sent:* Wednesday, September 20, 2023 8:23 AM
> *To:* Evergreen Discussion Group  >
> *Cc:* Kate Coleman 
> *Subject:* Re: [Evergreen-general] Staff Training Roundtable
>
>
>
>  This is an EXTERNAL email. Exercise caution. DO NOT open attachments
> or click links from unknown senders or unexpected email. 
> --
>
> Our consortium has made an official cataloging certification course and we
> are in the works of finishing up the website dedicated to it. We'd be happy
> to share how that has been handled and how certification (which we started
> 2 years ago, but with a much clunkier process) has been going for us.
>
>
>
>
> [image: Image removed by sender.]
>
>
>
>
>
> On Wed, Sep 20, 2023 at 7:07 AM Elizabeth Davis via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
> I am interested as well.  Thank you !
>
>
>
> *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 *Heather
> Lindskold via Evergreen-general
> *Sent:* Wednesday, September 20, 2023 8:05 AM
> *To:* Evergreen Discussion Group  >
> *Cc:* Heather Lindskold 
> *Subject:* Re: [Evergreen-general] Staff Training Roundtable
>
>
>
> I'm also interested in being involved in this!
>
>
>
> Heather
>
>
>
> On Wed, Sep 20, 2023 at 8:03 AM Terran McCanna via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
> Me too!
>
>
>
> On Wed, Sep 20, 2023, 7:52 AM Tiffany Little via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
> I would definitely be interested in this. I think it's a great idea!
>
>
>
> [image: Image removed by sender.]
>
> *Tiffany Little, PINES Bibliographic Projects Manager*
> --
>
> *Georgia Public Library Service*
>
> 2872 Woodcock Blvd, Suite 250 | Atlanta, GA 30341
>
> (404) 235-7161 | tlit...@georgialibraries.org
>
>
>
> [image: Image removed by sender.][image: Image removed by sender.][image:
> Image removed by sender.]
>
> *Join our email list*
> 
>  *for
> stories of Georgia libraries making an impact in our communities.*
>
>
>
>
>
> On Wed, Sep 20, 2023 at 2:42 AM Thomsen, Elizabeth via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
> I am definitely interested in this, and I think it's good timing -- I
> think a lot of us have changed the way we do training post-Pandemic.  We
> used to do two-hour hands-on training sessions at our office, and these
> have been replaced by one-hour remote sessions on Zoom.  Eliminating the
> travel time and doing shorter sessions has helped us to reach a lot more
> people, staff who were never going to be sent to NOBLE for the hands-on
> sessions.  I used to do some online training sessions pre-Pandemic but they
> weren't popular -- the big difference is that just about all staff now have
> had so much experience with online sessions of all types and are
> comfortable and equipped for them.
>
>
>
> On Tue, Sep 19, 2023 at 6:15 PM Jennifer Pringle via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
> Hi everyone,
>
>
>
> Is there any interest from people who train 

Re: [Evergreen-general] Purging Holds

[Joan Kranich via Evergreen-general]

Hello Jessica,

Thank you!  This is great information.

Joan

On Tue, Apr 11, 2023 at 11:34 AM Jessica Woolford 
wrote:

> Hi Joan,
>
> Bibliomation purges hold one year post fulfillment or cancellation
> currently. If a patron has elected to save their hold history, their holds
> are not purged. I see this in action on a test account I have been using
> for several years.
>
> Hope that helps!
> Jessica
>
> On Tue, Apr 11, 2023 at 11:21 AM Joan Kranich via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
>> Hello,
>>
>> C/W MARS is planning to begin anonymizing canceled and fulfilled holds
>> after a set period of time such as 3 months from cancellation or
>> fulfillment.
>>
>> If your library purges holds, can you please tell me if the purging
>> removes the holds from a patron's holds history?
>>
>> I have found documentation
>> <https://docs.evergreen-ils.org/eg/docs/latest/admin/purge_holds.html>on
>> the Evergreen site which indicates the purging does not remove the holds
>> from the history but I'm not sure.  I've reviewed the settings in the Web
>> Client Server Administration>Global Flags too.
>>
>> Thank you.
>>
>> Joan
>>
>> --
>>
>> Joan Kranich | Library Applications Manager
>>
>> CW MARS
>>
>> jkran...@cwmars.org
>>
>> 508-755-3323 x321 or x1 <(508)%20755-3323>
>>
>> http://www.cwmars.org
>>
>> Pronouns <https://www.mypronouns.org/what-and-why>: she, her, hers
>>
>>
>> ___
>> Evergreen-general mailing list
>> 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
>


-- 

Joan Kranich | Library Applications Manager

CW MARS

jkran...@cwmars.org

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

http://www.cwmars.org

Pronouns <https://www.mypronouns.org/what-and-why>: she, her, hers
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[Evergreen-general] Purging Holds

[Joan Kranich via Evergreen-general]

Hello,

C/W MARS is planning to begin anonymizing canceled and fulfilled holds
after a set period of time such as 3 months from cancellation or
fulfillment.

If your library purges holds, can you please tell me if the purging removes
the holds from a patron's holds history?

I have found documentation
on
the Evergreen site which indicates the purging does not remove the holds
from the history but I'm not sure.  I've reviewed the settings in the Web
Client Server Administration>Global Flags too.

Thank you.

Joan

-- 

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] Parts and Aspen

[Joan Kranich via Evergreen-general]

Thank you Ruth.  I will check into the configuration.

Joan

On Tue, Feb 21, 2023 at 9:13 AM Frasur, Ruth  wrote:

> Joan,
>
> If I remember correctly, it does not default to that.  I think this,
> however, something that would be pretty easy for your support vendor to
> configure or there might even be a setting already created.
>
>
> *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:* Joan Kranich 
> *Sent:* Tuesday, February 21, 2023 8:56 AM
> *To:* Frasur, Ruth 
> *Cc:* Evergreen Discussion Group  >
> *Subject:* Re: [Evergreen-general] Parts and Aspen
>
>  This is an EXTERNAL email. Exercise caution. DO NOT open attachments
> or click links from unknown senders or unexpected email. 
> --
> Hi Ruth,
>
> Thank you for the response and screenshots!
>
> Do you know if the place holds screen defaults to the Specific Volume
> option if Parts exist?
>
> Joan
>
> On Mon, Feb 20, 2023 at 9:36 AM Frasur, Ruth 
> wrote:
>
> Joan,
>
>
>
> We have one library that is currently using Aspen. I did a search for
> Harry Potter because I know of a specific record that has parts on it.
> I’ve attached some screenshots.  You can see how it shows on the record
> page and then what the parts look like when going to place a hold.
>
>
>
> 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 *Joan
> Kranich via Evergreen-general
> *Sent:* Thursday, February 16, 2023 2:38 PM
> *To:* Evergreen Discussion Group  >
> *Cc:* Joan Kranich 
> *Subject:* [Evergreen-general] Parts and Aspen
>
>
>
>  This is an EXTERNAL email. Exercise caution. DO NOT open attachments
> or click links from unknown senders or unexpected email. 
> --
>
> Hi,
>
>
>
> If you are using the Apen discovery system with Evergreen and your library
> uses the Part field in Evergreen, can you please tell me how the Part field
> is displaying in Aspen and if Part level holds work?
>
>
>
> Thank you.
>
>
>
> Joan
>
>
>
> --
>
> Joan Kranich | Library Applications Manager
>
> CW MARS
>
> jkran...@cwmars.org
>
> 508-755-3323 x321 or x1 <(508)%20755-3323>
>
> http://www.cwmars.org
> <https://protect2.fireeye.com/v1/url?k=31323334-50bba2bf-31367a34-4544474f5631-6a55a020f4827510=1=a942c271-5ecd-4f95-b1e4-071bde6a7910=http%3A%2F%2Fwww.cwmars.org%2F>
>
> Pronouns
> <https://protect2.fireeye.com/v1/url?k=31323334-50bba2bf-31367a34-4544474f5631-335aa8e06e527cba=1=a942c271-5ecd-4f95-b1e4-071bde6a7910=https%3A%2F%2Fwww.mypronouns.org%2Fwhat-and-why>:
> she, her, hers
>
>
>
>
>
> --
>
> Joan Kranich | Library Applications Manager
>
> CW MARS
>
> jkran...@cwmars.org
>
> 508-755-3323 x321 or x1 <(508)%20755-3323>
>
> http://www.cwmars.org
> <https://protect2.fireeye.com/v1/url?k=31323334-50bba2bf-31367a34-4544474f5631-6a55a020f4827510=1=1352d739-2f13-45b6-ad2b-dc17e1ffd29b=http%3A%2F%2Fwww.cwmars.org%2F>
>
> Pronouns
> <https://protect2.fireeye.com/v1/url?k=31323334-50bba2bf-31367a34-4544474f5631-335aa8e06e527cba=1=1352d739-2f13-45b6-ad2b-dc17e1ffd29b=https%3A%2F%2Fwww.mypronouns.org%2Fwhat-and-why>:
> she, her, hers
>
>
>

-- 

​​

Joan Kranich | Library Applications Manager

CW MARS

jkran...@cwmars.org

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

http://www.cwmars.org

Pronouns <https://www.mypronouns.org/what-and-why>: she, her, hers
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Re: [Evergreen-general] Parts and Aspen

[Joan Kranich via Evergreen-general]

Hi Ruth,

Thank you for the response and screenshots!

Do you know if the place holds screen defaults to the Specific Volume
option if Parts exist?

Joan

On Mon, Feb 20, 2023 at 9:36 AM Frasur, Ruth  wrote:

> Joan,
>
>
>
> We have one library that is currently using Aspen. I did a search for
> Harry Potter because I know of a specific record that has parts on it.
> I’ve attached some screenshots.  You can see how it shows on the record
> page and then what the parts look like when going to place a hold.
>
>
>
> 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 *Joan
> Kranich via Evergreen-general
> *Sent:* Thursday, February 16, 2023 2:38 PM
> *To:* Evergreen Discussion Group  >
> *Cc:* Joan Kranich 
> *Subject:* [Evergreen-general] Parts and Aspen
>
>
>
>  This is an EXTERNAL email. Exercise caution. DO NOT open attachments
> or click links from unknown senders or unexpected email. 
> --
>
> Hi,
>
>
>
> If you are using the Apen discovery system with Evergreen and your library
> uses the Part field in Evergreen, can you please tell me how the Part field
> is displaying in Aspen and if Part level holds work?
>
>
>
> Thank you.
>
>
>
> Joan
>
>
>
> --
>
> Joan Kranich | Library Applications Manager
>
> CW MARS
>
> jkran...@cwmars.org
>
> 508-755-3323 x321 or x1 <(508)%20755-3323>
>
> http://www.cwmars.org
> <https://protect2.fireeye.com/v1/url?k=31323334-50bba2bf-31367a34-4544474f5631-6a55a020f4827510=1=a942c271-5ecd-4f95-b1e4-071bde6a7910=http%3A%2F%2Fwww.cwmars.org%2F>
>
> Pronouns
> <https://protect2.fireeye.com/v1/url?k=31323334-50bba2bf-31367a34-4544474f5631-335aa8e06e527cba=1=a942c271-5ecd-4f95-b1e4-071bde6a7910=https%3A%2F%2Fwww.mypronouns.org%2Fwhat-and-why>:
> she, her, hers
>
>
>


-- 

Joan Kranich | Library Applications Manager

CW MARS

jkran...@cwmars.org

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

http://www.cwmars.org

Pronouns <https://www.mypronouns.org/what-and-why>: she, her, hers
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[Evergreen-general] Parts and Aspen

[Joan Kranich via Evergreen-general]

Hi,

If you are using the Apen discovery system with Evergreen and your library
uses the Part field in Evergreen, can you please tell me how the Part field
is displaying in Aspen and if Part level holds work?

Thank you.

Joan

-- 

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] How do you handle placing temporary ILL items on hold?

[Joan Kranich via Evergreen-general]

Hi Benjamin,

Some of our libraries create a brief bibliographic record with the title of
their town name followed by ILL.  They add an item for each ILL item.  Some
use a numbering system in the call number and others put the title of the
item in the call number.

Some of our libraries use precat records to circulate ILL items.  A change
in the behavior of the precat record has had some of our libraries change
this workflow.

Joan

On Tue, Jan 3, 2023 at 12:09 PM Elizabeth Davis via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Hi Benjamin
>
>
>
> We have a mix of workflows.
>
>1. Some libraries use the Pre-cats and there are some distinct
>workflow options:
>
>
>1. Notify the patron and then check it out via the pre-cats when the
>   patron arrives to pick it up.
>   2. Check it out via the pre-cat option and then notify the patron
>   3. Have established pre-cat items that are recycled among the
>   ILLs.  For example, there is a pre-cat item that’s just Title: ILL #4 
> and
>   they check it in and out with each different ILL item. Tracking of which
>   item gets which ILL precat is done via paper.
>
>
>1. Some libraries add brief/short records and there are some distinct
>workflow options
>   1. Use an ILL template that are not OPAC visible but holdable.
>   Staff add the items and place the patron holds.  Evergreen takes over 
> with
>   the notifications. Each ILL has it’s own record and it’s on the staff to
>   remove the records when the items are returned.
>   2. Some have generic ILL brief/short records that they recycle
>   among each ILL.  Similar to the established pre-cat ill outlined above.
>
>
>
> The libraries that use the brief/short record use it for the built in
> Evergreen notification features and the libraries that use the pre-cats
> tend to call patrons for normal holds notifications.
>
>
>
> We have a few libraries that use the public facing Notes feature to keep
> in touch with patrons regarding their ILL requests.  It also helps ILL
> staff keep the circulation staff updated on the status of requests.  We
> have a video of one of the libraries that uses this workflow here:
> https://youtu.be/W5KEFq7HO9M?t=956.
>
>
>
>
>
>
>
>
>
> *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 *Murphy,
> Benjamin via Evergreen-general
> *Sent:* Tuesday, January 3, 2023 10:40 AM
> *To:* evergreen-general@list.evergreen-ils.org
> *Cc:* Murphy, Benjamin 
> *Subject:* [Evergreen-general] How do you handle placing temporary ILL
> items on hold?
>
>
>
> 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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> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>


-- 

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] Holds on individual serials?

[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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> 
>
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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] Farewell

[Joan Kranich via Evergreen-general]

I wish you all the best!

Joan

On Thu, Apr 28, 2022 at 8:57 AM Patrick, Irene via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Hello Evergreeners,
>
>
>
> I wanted to let everyone know that I am retiring at the end of this
> month.  Before I go,  I wanted to say thank you to all of you who have
> helped me over the past several years as we migrated to Evergreen and then
> lived through multiple upgrades.  From Serials to Cataloging to Reports,
> you have all been a great help to me and my library!  I will also echo what
> Jane Sandberg said a few months ago, it has been a joy to be part of the
> Evergreen community.  It is such a welcoming group!  I will miss my
> interactions with you all!
>
>
>
> Warmly,
>
>
>
> Irene
>
>
>
> *Irene Patrick*
>
> Electronic Resources Librarian
>
> State Library of North Carolina
>
> NC Department of Natural and Cultural Resources
>
> 919.814.6788 |  irene.patr...@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]
> 
>
> Twitter  | Facebook
>  | Instagram
>  | YouTube
>  | LinkedIn
> 
>
> *Don’t wait to vaccinate. Find a COVID-19 vaccine location near you at *
> *MySpot.nc.gov* *.*
>
> *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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> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>


-- 

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] Double check-in

[Joan Kranich via Evergreen-general]

Hi,

Some of our libraries have moved the checking in of items to a back
workstation and found that resolved the problem.  Staff can focus on the
check in and not have the distractions at the front circulation desk.

Joan

On Mon, Apr 11, 2022 at 1:20 PM Dawn Dale via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Hi Galen,
>
> In my experience it is staff not paying attention and items not getting
> checked in. I don't believe it is a bug.
>
>
>
> *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 1:15 PM Galen Charlton via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
>> Hi,
>>
>> Out of curiosity (and just to double-check that there isn't a lurking
>> bug), is the double-checkin process meant to address concerns about library
>> staff forgetting to check in the items in the first place, or is there
>> something else going on?
>>
>> Regards,
>>
>> Galen
>>
>> On Mon, Apr 11, 2022 at 1:08 PM Diane Disbro via Evergreen-general <
>> evergreen-general@list.evergreen-ils.org> wrote:
>>
>>> A couple of our branches check everything in twice. One requires a
>>> different person to do the second check. The only problem with that occurs
>>> when the first person is looking for work to do and isn't allowed to do the
>>> second check in of the cart she checked in earlier in the day.
>>>
>>> Diane Disbro
>>> Pronouns: she/her
>>> Circulation Coordinator
>>> Scenic Regional Library
>>> 251 Union Plaza Drive
>>> Union, MO 63084
>>> (636) 583-0652 ext  110
>>> ddis...@scenicregional.org
>>>
>>>
>>>
>>> On Mon, Apr 11, 2022 at 12:04 PM Dawn Dale via Evergreen-general <
>>> evergreen-general@list.evergreen-ils.org> wrote:
>>>
 Kathleen,

 I agree, the same person should not do both checkins. Mistakes are more
 likely to be caught by a different person.

 Thanks,



 *Dawn Dale, PINES Services Specialist - Circulation*

 --

 Georgia Public Library Service

 2872 Woodcock Blvd, Suite 250 | Atlanta, GA 30341

 (404) 291-2800, dd...@georgialibraries.org

 
 
 

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



 On Mon, Apr 11, 2022 at 1:01 PM Kathleen Webb via Evergreen-general <
 evergreen-general@list.evergreen-ils.org> wrote:

> We have also had this problem and have one staff member
> double-checking another person's work.
>
> Kathleen Webb
> Library Director
> Marvin Memorial Library
> 29 W. Whitney Avenue
> Shelby, OH  44875
> MarvinLibrary.org
> 419-347-5576 phone
> 419-347-7285 fax
> k w...@marvinlibrary.org
>
>
>
>
> On Mon, Apr 11, 2022 at 12:53 PM Brandi Sanders via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
>> We are having the same problem.
>>
>>
>>
>> -Original Message-
>> From: "Millissa Macomber via Evergreen-general" <
>> evergreen-general@list.evergreen-ils.org>
>> Sent: Monday, April 11, 2022 12:44pm
>> To: "'Evergreen Discussion Group'" <
>> evergreen-general@list.evergreen-ils.org>
>> Cc: "Millissa Macomber" 
>> Subject: [Evergreen-general] Double check-in
>>
>> We have had some issues with items getting to the shelves and not
>> getting checked in. We are a small library and have two pages; noRFID or
>> automatic sorters.
>>
>>
>>
>> We were going to add a double check to our process but not sure of
>> the best way to do that without recording double stats.
>>
>>
>>
>> Any ideas appreciated!
>>
>>
>>
>> Millissa Macomber |Senior Technical Services Associate
>>
>> Burlington Public Library
>>
>> 820 E. Washington Avenue | Burlington, WA 98233
>>
>> 360-755-0760 | millis...@burlingtonwa.gov
>>
>>
>>
>> Sign up to receive email or text notices
>>  about upcoming library
>> programs.
>>
>>
>>
>> Burlington Public Library inspires, empowers, and connects our
>> community.
>>
>>
>>
>> [image: 2nd resized for email signature line]
>>
>>
>>
>>
>>
>>
>>
>>

Re: [Evergreen-general] ***UNCHECKED*** Did You Mean

[Joan Kranich via Evergreen-general]

s.org>
>> >  > <mailto:tmcca...@georgialibraries.org
>> > <mailto:tmcca...@georgialibraries.org>>
>> >  >
>> >  > http://help.georgialibraries.org
>> > <http://help.georgialibraries.org>
>> > <http://help.georgialibraries.org
>> > <http://help.georgialibraries.org>> |
>> >  > h...@georgialibraries.org <mailto:h...@georgialibraries.org>
>> > <mailto:h...@georgialibraries.org
>> > <mailto:h...@georgialibraries.org>>
>> >  >
>> >  >
>> >  > <https://www.facebook.com/georgialibraries
>> > <https://www.facebook.com/georgialibraries>><
>> https://www.twitter.com/georgialibs
>> > <https://www.twitter.com/georgialibs>><
>> https://www.instagram.com/georgialibraries/
>> > <https://www.instagram.com/georgialibraries/>><
>> https://www.twitter.com/georgialibs
>> > <https://www.twitter.com/georgialibs>>
>> >  >
>> >  > Join our email list <http://georgialibraries.org
>> > <http://georgialibraries.org>>for stories of Georgia
>> >  > libraries making an impact in our communities.
>> >  >
>> >  >
>> >  >
>> >  >
>> >  > On Wed, Feb 16, 2022 at 8:56 AM Joan Kranich via
>> > Evergreen-general
>> >  > > > <mailto:evergreen-general@list.evergreen-ils.org>
>> >  > <mailto:evergreen-general@list.evergreen-ils.org
>> > <mailto:evergreen-general@list.evergreen-ils.org>>> wrote:
>> >  >
>> >  > Hello,
>> >  >
>> >  > We are making plans to upgrade to release 3.7.  If you
>> have
>> >  > implemented Did You Mean, have you found it has affected
>> > performance
>> >  > or response time?
>> >  >
>> >  > Thank you.
>> >  > Joan
>> >  >
>> >  > --
>> >  >
>> >  >
>> >  >
>> >  > Joan Kranich | Library Applications Manager
>> >  >
>> >  > CW MARS
>> >  >
>> >  > jkran...@cwmars.org <mailto:jkran...@cwmars.org>
>> > <mailto:jkran...@cwmars.org <mailto:jkran...@cwmars.org>>
>> >  >
>> >  > 508-755-3323 x321 or x1 
>> >  >
>> >  > http://www.cwmars.org <http://www.cwmars.org>
>> > <http://www.cwmars.org/ <http://www.cwmars.org/>>
>> >  >
>> >  > Pronouns <https://www.mypronouns.org/what-and-why
>> > <https://www.mypronouns.org/what-and-why>>: she, her, hers
>> >  >
>> >  >
>> >  >
>> >  > ___
>> >  > Evergreen-general mailing list
>> >  > Evergreen-general@list.evergreen-ils.org
>> > <mailto:Evergreen-general@list.evergreen-ils.org>
>> >  > <mailto:Evergreen-general@list.evergreen-ils.org
>> > <mailto: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>
>> >  >
>> >   <
>> 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
>> > <mailto: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
>> > <mailto: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
>> ___
>> 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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> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>


-- 

Joan Kranich | Library Applications Manager

CW MARS

jkran...@cwmars.org

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

http://www.cwmars.org

Pronouns <https://www.mypronouns.org/what-and-why>: she, her, hers
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[Evergreen-general] Did You Mean

[Joan Kranich via Evergreen-general]

Hello,

We are making plans to upgrade to release 3.7.  If you have implemented Did
You Mean, have you found it has affected performance or response time?

Thank you.
Joan

-- 

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] [Evergreen-dev] New core committer: Michele Morgan

[Joan Kranich via Evergreen-general]

Congratulations Michele!  Wonderful for us that you accepted the invitation
to be a core committer.  Thank you for all of your work and contributions.

Joan

On Tue, Feb 8, 2022 at 9:55 AM Jennifer Weston via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Most wonderful news -- Congrats  Michele!!   (and Thank You!)
>
> Jennifer Weston, MLIS
> Product and Education Specialist
> Equinox Open Library Initiative
> jennifer.wes...@equinoxoli.org 
> *https://equinoxOLI.org *
> phone:  877-OPEN-ILS (673-6457)
> direct:  770-709-5574
>
>
> On Tue, Feb 8, 2022 at 9:53 AM Deborah Luchenbill via Evergreen-dev <
> evergreen-...@list.evergreen-ils.org> wrote:
>
>> Awesome! Congratulations, Michele!!
>>
>> 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 Tue, Feb 8, 2022 at 8:52 AM Jason Etheridge via Evergreen-dev <
>> evergreen-...@list.evergreen-ils.org> wrote:
>>
>>> Congrats Michele!
>>>
>>> -- Jason
>>>
>>> On Tue, Feb 8, 2022 at 8:57 AM Galen Charlton via Evergreen-general
>>>  wrote:
>>> >
>>> > Hi,
>>> >
>>> > I am pleased to announce that Michele Morgan of NOBLE has accepted an
>>> invitation to join the team of core committers.
>>> >
>>> > Regards,
>>> >
>>> > Galen
>>> > --
>>> > Galen Charlton
>>> > Implementation and IT Manager
>>> > Equinox Open Library Initiative
>>> > g...@equinoxoli.org
>>> > https://www.equinoxOLI.org
>>> > phone: 877-OPEN-ILS (673-6457)
>>> > direct: 770-709-5581
>>> > ___
>>> > Evergreen-general mailing list
>>> > Evergreen-general@list.evergreen-ils.org
>>> >
>>> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>>>
>>>
>>>
>>> --
>>> Jason Etheridge
>>> Senior Developer
>>> Equinox Open Library Initiative
>>> ja...@equinoxoli.org
>>> https://equinoxOLI.org
>>> phone: 877-OPEN-ILS (673-6457)
>>> ___
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>>> evergreen-...@list.evergreen-ils.org
>>> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-dev
>>>
>> ___
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>>
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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] Moving to a new job

[Joan Kranich via Evergreen-general]

Hi Jane,

Congratulations!

I'm sorry to see you leave.  Thank you for all your contributions and for
your work on the Student Support Interest Group.  I have enjoyed working
with you.

Joan

On Wed, Jan 19, 2022 at 2:12 PM Jane Sandberg via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

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


-- 

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] "Digital" Cards and Library/School Partnerships

[Joan Kranich via Evergreen-general]

Hi Keith,

Some of our libraries have worked with schools to register students.  Some
visit the school.  C/W MARS has a policy and procedure to first search for
the patron in Evergreen to be sure a patron record does not already exist.
We do not do patron record loads except for our academic (college) members.

We use OverDrive to circulate econtent.  Some of our public libraries
partner with their local school(s) to use the OverDrive Sora program which
allows students to borrow the network's OverDrive content without a library
card.

Joan

On Thu, Oct 28, 2021 at 1:32 PM Kaffenberger, Keith via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Question to other libraries and consortium heads out there – how do you
> handle libraries that want to partner with schools to issue student cards
> to all existing students en masse? In particular:
>
>
>
>- Do you just live with the fact that this will almost certainly
>result in duplicate accounts? Do you group the duplicate accounts together?
>- Do you have a policy in place specifically to enable this or outline
>a best practice?
>- Really the one I’m most curious about - for libraries that don’t
>want to issue physical library cards to students, but instead just rely on
>issuing an in-house barcode number, has that caused any issues that should
>be planned for or worked around? Offhand, I don’t see too much potential
>damage from libraries that want to issue card numbers that aren’t linked to
>physical cards, but I am playing on the defensive this week haven’t had the
>mental bandwidth put it through the thought-wringer to squeeze out all the
>delicious thought *juice*. I would imagine you’d want to keep the
>prefix the same for accessing databases and services that validate based on
>library card prefix, but certainly seems far more sane to create a specific
>prefix that denotes these are non-physical cards.
>
>
>
> I appreciate your insight and feedback immensely!
>
>
>
> Cheers,
>
> Keith
>
>
>
> ---
>
> Keith Kaffenberger
> Evergreen Indiana Coordinator
>
>
> Indiana State Library
> https://www.in.gov/library/
> 315 W Ohio St
> Indianapolis, IN 46202
> (317) 234-6624
> kkaffenber...@library.in.gov
>
>
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> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>


-- 

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] "Default phone" required field in the patron edit screen

[Joan Kranich via Evergreen-general]

Hi Jane,

For some of our libraries we have batch updated the patron records copying
the number in the Daytime Phone to the Default Phone Number.
Other libraries manually copy the Daytime Phone to the Default Phone
Number.
For new registrations staff just uncheck the email or phone setting for
records without a phone number or email address.  The same is true for SMS.

Hope this helps.  It would be great to get this bug fixed.

Joan

On Thu, Jul 22, 2021 at 4:34 PM Jane Sandberg via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Hi Evergreeners,
>
> We just upgraded from 3.4 to 3.7, and are running into bug 1901726
> .  Basically, when we
> go to edit any of our patrons, there is a field called "Default phone
> number", which is now required.  It's almost always empty, meaning we can't
> save the form until we fiddle with it.
>
> It's frustrating that we have to fiddle with this field before making any
> changes to patron records.  Are there any workarounds that your libraries
> are using to reduce this frustration?
>
>   -Jane
>
> --
> Jane Sandberg
> Electronic Resources Librarian
> Linn-Benton Community College
> sand...@linnbenton.edu / 541-917-4655
> Pronouns: she/her/hers
>
> Library instagram: @lbcc_library 
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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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