Re: [Evergreen-general] Permission reset question

[Terran McCanna via Evergreen-general]

I think doing it on the database side would be the easiest and cleanest way
- updating individual permissions through the staff client is a bear just
because the list is so long, and it would be easy to miss removing some.

On Fri, May 3, 2024 at 5:37 PM JonGeorg SageLibrary via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> I have a question. Some of our staff accounts have individually set
> permissions, or at least customized permissions, rather than all being
> managed by groups. Is there an easy way to reset a user's permissions to
> null, so I can then reassign them by group? I'm assuming that this would
> have to be done on the database side?
>
> Thanks
> -Jon
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Re: [Evergreen-general] Feature idea for patrons accounts; Personalized Carousels

[Terran McCanna via Evergreen-general]

I feel fairly certain this would be a pretty massive project to come up
with a way to determine recommendations and may or may not be worth the
time and development expense since there are third party vendors that
already do similar things as part of their core business. Syndetics and
NoveList added content will both provide recommendations at the title or
author level (ie, you look up a book you liked and it will recommend others
that are available to you through the library), and then there are other
companies that can generate recommendations based on personal reading
history - that is going to depend on providing them with a certain amount
of user data though, and that gets really tricky with patron
confidentiality.

Of course, users can also download their reading history as a CSV file and
upload it to GoodReads themselves if they are somewhat savvy - this could
probably made easier with a relatively small development project to allow
patrons to export their booklist in a format that was specifically
compatible to goodreads so they wouldn't have to do any editing to it
(unless they wanted to) after they downloaded it.


On Wed, Apr 17, 2024 at 11:37 AM Johnathon Redmon via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> I'm a cataloger, not a programmer so I don't know how reasonable (or
> possible) this is. But ever since I first heard about the idea of
> carousels, I've dreamed of being able to log into my patron account and
> have a netflix style recommendation carousel hooked on to an algorithm that
> suggests items based on the 1xx, 6xx and 7xx marc fields of items you've
> recently checked out. What would be the possibility of such a feature, and
> what kind of hurdles would have to be jumped to do this?
>
>
> --
> Johnathon Redmon
> Technical Services Cataloging Clerk
> Monticello Union-Township Public Library
> 321 W. Broadway St.
> Monticello, IN 47960
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Re: [Evergreen-general] removal of vendor from paid support wiki page

[Terran McCanna via Evergreen-general]

Thank you, Rogan - I, for one, appreciate getting the notice here on the
list since I hadn't heard they'd stopped doing all Evergreen support.

On Wed, Apr 10, 2024, 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
>
>
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[Evergreen-general] Bug Squashing Week - Final Report

[Terran McCanna via Evergreen-general]

Thanks to everyone who participated in last week's Bug Squashing Week and
helped to make it another successful effort!

The final report is at:
https://wiki.evergreen-ils.org/doku.php?id=dev:bug_squashing:2024-03

As always, if I missed recording your name or spelled your name wrong,
please let me know so that I can correct it!


[image: logo with link to Georgia Public Library Service website]


Terran McCanna, PINES Program Manager

--

Georgia Public Library Service

2872 Woodcock Blvd, Suite 250 | Atlanta, GA 30341

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

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

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[Evergreen-general] Bug Squashing Week Winding Down

[Terran McCanna via Evergreen-general]

Thank you so much to everyone who participated for making this Bug
Squashing Week another productive one! I'll send out the final numbers on
Monday and include any further updates that come in before then.

A few things of note for up and coming features and fixes:

   - The new, Angularized version of the Reports Interface is up and
   running on https://butternut.evergreencatalog.com/eg/staff and is
   looking great! There is some testing feedback entered so far, so please put
   it through its paces and add any issues you find to
   
   https://bugs.launchpad.net/evergreen/+bug/1993823


   - A fix has been signed off on that will prevent staff from submitting
   holds with invalid pickup locations (yay!)
   - A new feature that allows carousel creation from item buckets has been
   tested and signed off on (yay!)
   - The time it takes to batch edit items and call numbers from Item
   Status has been cut down drastically (yay!)

And many more improvements have been made! The full list is at:
https://docs.google.com/spreadsheets/d/1Z_IeLJQ9niiEXnUfftkIAf5YFvNmyfgJ_h4HKq27Kog/edit#gid=1787447764




[image: logo with link to Georgia Public Library Service website]


Terran McCanna, PINES Program Manager

--

Georgia Public Library Service

2872 Woodcock Blvd, Suite 250 | Atlanta, GA 30341

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

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

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

[Terran McCanna via Evergreen-general]

My apologies, we do *sometimes* - lol - see Tiffany's response for detail :D


On Wed, Mar 20, 2024 at 1:08 PM Joan Kranich  wrote:

> 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.
>>&g

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

[Terran McCanna via Evergreen-general]

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  >
> *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.
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[Evergreen-general] Bug Squashing Week: Mid-Week Update

[Terran McCanna via Evergreen-general]

Hi everyone!

Bug Squashing Week is going strong, thanks to all of you who have already
participated in testing, reporting, tagging, building, and committing!

So far there have been:

   - 15 bug fixes fully tested and signed off
   - 15 committed to core Evergreen.
   - 19 new or updated proposed fixes
   - 5 new bugs reported
   - and 80 testing comments / tags / bug updates added

There are still 37 proposed fixes / features loaded onto test servers that
need to be fully tested out, so if you have a little time this week, please
pick one and put it through its paces!

As always, if you're not sure how to test or provide feedback, feel free to
contact me off list.

Happy Squashing!
Terran


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Terran McCanna, PINES Program Manager

--

Georgia Public Library Service

2872 Woodcock Blvd, Suite 250 | Atlanta, GA 30341

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

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

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Re: [Evergreen-general] Bug Squashing Week Starts Now!

[Terran McCanna via Evergreen-general]

Thanks, Blake!

On Tue, Mar 19, 2024 at 12:43 PM Blake Graham-Henderson via
Evergreen-general  wrote:

> All,
>
> I just finished a second server for testing. Those of you that may have
> looked at the spreadsheet before now may not realize there's a new set of
> bugs to test on bugsquash2!
>
> Many of the included bugs require some server-side config changes. For
> SIP/auth proxy. I'm happy to make changes to the config as needed. Please
> contact me separately to work out the details. (bugsquash1 also has several
> bugs installed that still need testing)
>
> A nod to Bill Erickson for his work on Redis. I've included that
> infrastructure on both bugsquash.mobiusconsortium.org and
> bugsquash2.mobiusconsortium.org. As a little extra credit, they are also
> running PostgreSQL 15.
>
> These are included on bugsquash2:
>
> Typo in Library Setting Description for "How to set default owning library
> for auto-created line item items"
> 
> https://bugs.launchpad.net/evergreen/+bug/2028095
> Default Phone Number and SMS Number example and regex
> 
> https://bugs.launchpad.net/evergreen/+bug/2035396
> Stripe Payment Intents and Duplicate Charges
> 
> https://bugs.launchpad.net/evergreen/+bug/2057948
> Some field labels in angularized Acquisition interface are not shown
> translated 
> https://bugs.launchpad.net/evergreen/+bug/1968087
> Dynamic staff portal doesn't work well in non-English languages
> 
> https://bugs.launchpad.net/evergreen/+bug/2037426
> add STRING_AGG transform to reporter
> 
> https://bugs.launchpad.net/evergreen/+bug/2020914
> Possible to bypass holds placement limits via direct API calls
> 
> https://bugs.launchpad.net/evergreen/+bug/1017990
> SIP patron part level holds respond blank
> 
> https://bugs.launchpad.net/evergreen/+bug/1525394
> SIP Return Screen Message OK
> 
> https://bugs.launchpad.net/evergreen/+bug/1613335
> Install directory hardcoded in web client build and tests
> 
> https://bugs.launchpad.net/evergreen/+bug/1662297
> Long browse entries cause index row size error
> 
> https://bugs.launchpad.net/evergreen/+bug/1695911
> Remaining chunk/bundle work
> 
> https://bugs.launchpad.net/evergreen/+bug/1710293
> auth_proxy, native login fails when LDAP unavailable
> 
> https://bugs.launchpad.net/evergreen/+bug/1715396
> Long-frozen holds skew hold queue position calculation
> 
> https://bugs.launchpad.net/evergreen/+bug/1744341
> webstaff: EXPAND_WEB_IMPORTS = 0 no longer works
> 
> https://bugs.launchpad.net/evergreen/+bug/1770212
> Add a support script for importing patrons
> 
> https://bugs.launchpad.net/evergreen/+bug/1786524
> AuthProxy native login fails if username begins with a number
> 
> https://bugs.launchpad.net/evergreen
> 
> /+bug/1828456 
> teach SIP driver how to use open-ils.auth_proxy
> 
> https://bugs.launchpad.net/evergreen/+bug/1526558
>
> -Blake-
> Conducting Magic
> Will consume any data format
> MOBIUS
> 573-234-4513
> 877-312-3517
>
> On 3/18/2024 8:12 AM, Terran McCanna via Eg-newdevs wrote:
>
> The test servers are freshly loaded with proposed bug fixes and features
> that are ready to test!
>
> List of servers and loaded patches:
>
> https://docs.google.com/spreadsheets/d/1Z_IeLJQ9niiEXnUfftkIAf5YFvNmyfgJ_h4HKq27Kog/edit?usp=sharing
>
> When you test something, please add your testing feedback at the
> associated Launchpad link. More specific instructions, and other things you
> can work on during Bug Squashing Week (like verifying reported bugs) are
> available at: https://wiki.evergreen-ils.org/doku.php?id=dev:bug_squashing
>
> Please feel free to email me off-list if you have any questions.
>
> Happy Squashing!
>
>
> [image: logo with link to Georgia Public Library Service website]
> 
>
> Terran McCanna, PINES Program Manager
> --
>
> Georgia Public Library Service
>
> 2872 Woodcock Blvd, Suite 250 | Atlanta, GA 30341
>
> (404) 235-7138 | tmcca...@georgialibraries.org
>
> 

[Evergreen-general] Bug Squashing Week Starts Now!

[Terran McCanna via Evergreen-general]

The test servers are freshly loaded with proposed bug fixes and features
that are ready to test!

List of servers and loaded patches:
https://docs.google.com/spreadsheets/d/1Z_IeLJQ9niiEXnUfftkIAf5YFvNmyfgJ_h4HKq27Kog/edit?usp=sharing

When you test something, please add your testing feedback at the associated
Launchpad link. More specific instructions, and other things you can work
on during Bug Squashing Week (like verifying reported bugs) are available
at: https://wiki.evergreen-ils.org/doku.php?id=dev:bug_squashing

Please feel free to email me off-list if you have any questions.

Happy Squashing!


[image: logo with link to Georgia Public Library Service website]


Terran McCanna, PINES Program Manager

--

Georgia Public Library Service

2872 Woodcock Blvd, Suite 250 | Atlanta, GA 30341

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

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

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[Evergreen-general] Reminder: Bug Squashing Week next week!

[Terran McCanna via Evergreen-general]

Hi everyone!

A reminder that the first Bug Squashing Week of next week will start on
Monday and everyone is welcome to participate! Test servers are currently
being built that will have proposed bug fixes and features loaded onto them
and ready for testing. The tracking sheet is in progress but available
here:

https://docs.google.com/spreadsheets/d/1Z_IeLJQ9niiEXnUfftkIAf5YFvNmyfgJ_h4HKq27Kog/edit?usp=sharing

For an overview of different ways you can participate in BSW, even if
you're not a developer, take a look at
https://wiki.evergreen-ils.org/doku.php?id=dev:bug_squashing

Any time you can contribute to BSW efforts is welcome and much appreciated!

Feel free to email me directly if you have any questions,
Terran


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Terran McCanna, PINES Program Manager

--

Georgia Public Library Service

2872 Woodcock Blvd, Suite 250 | Atlanta, GA 30341

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

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

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Re: [Evergreen-general] Stripe Duplicate Charges

[Terran McCanna via Evergreen-general]

I read about that a while back, but I was under the impression that it
would only solve double-click types of problems, not problems where the
patron is actually filling out the form again. Is it just that we'd need to
design the idempotency key in a way that it generated the same key if the
scenario was the same? Like a combination of the patron ID and the amount
and the date or something like that?

On Wed, Mar 13, 2024 at 3:16 PM Morgan, Michele 
wrote:

> I wanted to share some information from Stripe's support about the
> duplicate credit card charges issue we have seen since our upgrade to 3.10.
>
> Stripe support indicated that making the requests from Evergreen
> idempotent will prevent retried requests from creating duplicate charges.
> This would entail including an idempotency key as an element in the payment
> request sent to Stripe. Here is some documentation from Stripe:
>
> https://docs.stripe.com/api/idempotent_requests
>
> I will likely open a Launchpad bug about this, but have not heard that
> others have seen this issue. I would still be interested in hearing if,
> besides PINES, there are other systems running Evergreen 3.8 or later and
> using Stripe, and whether or not you have seen any issues.
>
> Thanks for any feedback,
> Michele
>
> --
> Michele M. Morgan, Systems Support Specialist
> North of Boston Library Exchange, Danvers Massachusetts
> mmor...@noblenet.org
>
>
>
> On Wed, Feb 28, 2024 at 9:42 AM Morgan, Michele 
> wrote:
>
>> Thanks Terran!
>>
>> We've seen that negative bill issue once since our upgrade, and we're
>> double checking that our tt2 files have the correct code.
>>
>> We have also seen issues where the payment looks fine on the Evergreen
>> side, but on the Stripe side we see that more than one successful charge
>> was made for the same Evergreen bill. These patrons have *not* had any
>> negative bills.
>>
>> Has anyone else seen similar behavior?
>>
>> Thanks,
>> Michele
>>
>> --
>> Michele M. Morgan, Systems Support Specialist
>> North of Boston Library Exchange, Danvers Massachusetts
>> mmor...@noblenet.org
>>
>>
>>
>> On Tue, Feb 27, 2024 at 5:09 PM Terran McCanna <
>> tmcca...@georgialibraries.org> wrote:
>>
>>> We still see it sometimes when a patron has a negative bill on their
>>> account (even when the overall balance isn't negative).
>>> The current code shouldn't even be showing the payment option if there
>>> are any negative bills, but somehow some patrons are still getting the
>>> option. We have been on the new code for a long time (more than 2 years?)
>>> so the only thing we can think of is that those patrons must be using an
>>> old device that is stubbornly hanging onto a locally cached version of the
>>> page. But we haven't been able to recreate the problem, so it's really
>>> frustrating to troubleshoot.
>>>
>>> As far as I can tell, what is happening is that the patron somehow loads
>>> the old version of the page that didn't do the negative bill check, pays,
>>> Stripe accepts the payment but it's the wrong amount, so when Stripe sends
>>> it to Evergreen it fails. Then the patron sees that Evergreen didn't accept
>>> it and they pay again (still the wrong amount), causing their credit card
>>> to be charged again.
>>>
>>>
>>>
>>>
>>> On Tue, Feb 27, 2024 at 4:59 PM Morgan, Michele via Evergreen-general <
>>> evergreen-general@list.evergreen-ils.org> wrote:
>>>
 Hi Everyone,

 Since moving to Stripe Payment Intents with our upgrade in early
 January, we've seen issues with duplicate charges to the patron for the
 same billing in Evergreen.

 I've searched Launchpad, but haven't found a relevant bug.

 Have others experienced similar issues since moving to Payment Intents?

 For reference, bug 1894005
  *Wishlist: Add
 support for Stripe Payment Intents* was released in Evergreen 3.8.

 Also, for reference, these two followup bugfixes:

 bug 1965579  - Stripe
 Payment Intents and Negative Bills
 bug 1981628  - Follow
 up to Stripe payment intents bug

 Thanks for any insight!

 Michele

 --
 Michele M. Morgan, Systems Support Specialist
 North of Boston Library Exchange, Danvers Massachusetts
 mmor...@noblenet.org

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>>>
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Re: [Evergreen-general] Stripe Duplicate Charges

[Terran McCanna via Evergreen-general]

We still see it sometimes when a patron has a negative bill on their
account (even when the overall balance isn't negative).
The current code shouldn't even be showing the payment option if there are
any negative bills, but somehow some patrons are still getting the option.
We have been on the new code for a long time (more than 2 years?) so the
only thing we can think of is that those patrons must be using an old
device that is stubbornly hanging onto a locally cached version of the
page. But we haven't been able to recreate the problem, so it's really
frustrating to troubleshoot.

As far as I can tell, what is happening is that the patron somehow loads
the old version of the page that didn't do the negative bill check, pays,
Stripe accepts the payment but it's the wrong amount, so when Stripe sends
it to Evergreen it fails. Then the patron sees that Evergreen didn't accept
it and they pay again (still the wrong amount), causing their credit card
to be charged again.




On Tue, Feb 27, 2024 at 4:59 PM Morgan, Michele via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Hi Everyone,
>
> Since moving to Stripe Payment Intents with our upgrade in early January,
> we've seen issues with duplicate charges to the patron for the same billing
> in Evergreen.
>
> I've searched Launchpad, but haven't found a relevant bug.
>
> Have others experienced similar issues since moving to Payment Intents?
>
> For reference, bug 1894005
>  *Wishlist: Add
> support for Stripe Payment Intents* was released in Evergreen 3.8.
>
> Also, for reference, these two followup bugfixes:
>
> bug 1965579  - Stripe
> Payment Intents and Negative Bills
> bug 1981628  - Follow
> up to Stripe payment intents bug
>
> Thanks for any insight!
>
> Michele
>
> --
> Michele M. Morgan, Systems Support Specialist
> North of Boston Library Exchange, Danvers Massachusetts
> mmor...@noblenet.org
>
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[Evergreen-general] Save the dates! Bug Squashing Week March 18-22

[Terran McCanna via Evergreen-general]

Hi everyone!

Our first community Bug Squashing Week of 2024 will take place March 18-22.
Please plan to set aside a few hours during that week to participate in
testing bug fixes and new features (we'll have some test servers available
to test on) or polishing up code that you're working on that you'd like to
submit. More info here and I'll send out a reminder the week before!

https://wiki.evergreen-ils.org/doku.php?id=dev:bug_squashing


[image: logo with link to Georgia Public Library Service website]


Terran McCanna, PINES Program Manager

--

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2872 Woodcock Blvd, Suite 250 | Atlanta, GA 30341

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

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Re: [Evergreen-general] Chromebox for computer labs?

[Terran McCanna via Evergreen-general]

Hi Kevin!

I don't have direct experience, but I know most of our libraries are using
Chromeboxes for public computers and LibData for their print & session
management.

Best,
Terran


On Thu, Jan 25, 2024 at 7:59 PM Kevin Co via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Greetings from Alaska!
>
>
>
> General library tech question: Anyone out there have any experience using
> chromebox machines in their public computer labs? What are folks using for
> printing and session management?
>
>
>
> We’re using PC’s + Cassie + Deepfreeze, but looking out for wisdom and
> future solutions.
>
>
>
> Thanks all,
>
>
>
> -Kevin, Homer Public Library
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Re: [Evergreen-general] Sharing plans for changing library selector in Angular staff catalog

[Terran McCanna via Evergreen-general]

About disused Org Units - even after a branch closes completely and all of
the active materials and patrons have been moved off of it so we don't want
it to appear in most dropdown lists, we sometimes still need to run reports
on it. It would be nice to have the option in the reporter to include
non-staff-visible branches. Maybe that is as simple as adding a new report
source in the fieldmapper that can be used instead of the normal Org Unit
source when desired?

On Mon, Jan 22, 2024 at 5:46 PM Galen Charlton via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Hi,
>
> On Mon, Jan 22, 2024 at 12:09 PM Lussier, Kathy via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
> > #2 introduces new behavior that hasn't been used in previous staff
> > catalogs. We could not think of a use case where an org unit
> > should be invisible in the public catalog when performing a
> > search, but should be visible in the staff catalog search. However,
> >  if there is one, let us know so that we can add an option,
> > most likely a global flag.
>
> I can think of several:
>
> - Library joining a consortium. Most any migration workflow I can imagine
> will result in a period of at least a few days, and sometimes longer, where
> an OU exists and has holdings attached to it but shouldn't be visible in
> the OPAC, but where staff nonetheless need to be able to do staff-side
> searches limited to that OU.
> - Library opening a new branch with an opening day collection. This could
> lead to an even longer period where the OU exists but is not yet ready to
> be visible to patrons
> - An explicitly hidden or resource collection
>
> Does NOBLE have OUs that are completely disused?
>
> Regards,
>
> Galen
> --
> Galen Charlton
> Implementation and IT Manager
> Equinox Open Library Initiative
> g...@equinoxoli.org
> https://www.equinoxOLI.org
> phone: 877-OPEN-ILS (673-6457)
> direct: 770-709-5581
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>
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Re: [Evergreen-general] Sharing plans for changing library selector in Angular staff catalog

[Terran McCanna via Evergreen-general]

PINES is also in favor of a staff visibility flag that is separate from the
OPAC-visibility flag.

On Mon, Jan 22, 2024 at 7:12 PM Jason Stephenson via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Hi, all.
>
> On 1/22/24 17:57, Lussier, Kathy via Evergreen-general wrote:
> > Thanks Galen.
> >
> > It sounds like an option is in order then, and I'm now wondering if a
> > global flag is appropriate or something that allows us to determine
> > staff catalog visibility on an OU by OU basis.
>
> We talked about this internally at C/W MARS and thought that a field for
> staff catalog visibility on the org. unit would be appropriate.
>
> HtH,
> Jason
>
> >
> > Yes, NOBLE has OUs that left the consortium that are completely disused.
> > Another issue is that, in Massachusetts, we have very few multi-branch
> > libraries. Displaying a system level and the branch level in the catalog
> > search selector is redundant for all but four of our libraries. We also
> > need an org unit for our statewide sharing system, which is not
> > something that gets searched. There may be some other use cases, but,
> > overall, we've found it very useful to have control over how the org
> > units display in that specific library selector.
> >
> > Kathy
> > --
> > Kathy Lussier
> > she/her
> > Executive Director
> > NOBLE: North of Boston Library Exchange
> > Danvers, MA
> > 978-777-8844 x201
> > www.noblenet.org 
> >
> >
> >
> >
> > On Mon, Jan 22, 2024 at 5:46 PM Galen Charlton  > > wrote:
> >
> > Hi,
> >
> > On Mon, Jan 22, 2024 at 12:09 PM Lussier, Kathy via
> > Evergreen-general  > > wrote:
> >  > #2 introduces new behavior that hasn't been used in previous staff
> >  > catalogs. We could not think of a use case where an org unit
> >  > should be invisible in the public catalog when performing a
> >  > search, but should be visible in the staff catalog search.
> However,
> >  >  if there is one, let us know so that we can add an option,
> >  > most likely a global flag.
> >
> > I can think of several:
> >
> > - Library joining a consortium. Most any migration workflow I can
> > imagine will result in a period of at least a few days, and
> > sometimes longer, where an OU exists and has holdings attached to it
> > but shouldn't be visible in the OPAC, but where staff nonetheless
> > need to be able to do staff-side searches limited to that OU.
> > - Library opening a new branch with an opening day collection. This
> > could lead to an even longer period where the OU exists but is not
> > yet ready to be visible to patrons
> > - An explicitly hidden or resource collection
> >
> > Does NOBLE have OUs that are completely disused?
> >
> > Regards,
> >
> > Galen
> > --
> > Galen Charlton
> > Implementation and IT Manager
> > Equinox Open Library Initiative
> > g...@equinoxoli.org
> > https://www.equinoxOLI.org 
> > phone: 877-OPEN-ILS (673-6457)
> > direct: 770-709-5581
> >
> >
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> > http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
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Re: [Evergreen-general] LP 1948991: Administration Options - Mismatch with headers

[Terran McCanna via Evergreen-general]

+1 to what Galen said.

On Wed, Jan 17, 2024 at 2:20 PM Galen Charlton via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Hi,
>
> On Wed, Jan 17, 2024 at 1:34 PM Jennifer Pringle via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
>> I actually think we should use the names from the menus rather than the
>> current headings on the pages.  It sounds like it will be more work but, at
>> least for us, those are the names library staff know the interfaces by and
>> in most cases the names the interfaces have had for years. Changing them to
>> match the headings will also change the order of the menu and in come cases
>> split up interfaces that are currently nicely grouped together.
>>
>
> I agree with the idea of making the headers of the individual pages match
> the names from the menus / landing page links. While thought should also be
> given to updating the IDL names of the tables, I generally am biased
> towards using human-chosen labels for all interfaces and, in the long run,
> leaning rather less on the automatically generated admin pages.
>
>
>> (and will add the word Configuration to almost every menu item on the
>> Server Admin menu)
>>
>
> I'm mildly against the idea of adding "Configuration" to every page link -
> it's implicit for nearly all of them.
>
> Regards,
>
> Galen
> --
> Galen Charlton
> Implementation and IT Manager
> Equinox Open Library Initiative
> g...@equinoxoli.org
> https://www.equinoxOLI.org
> phone: 877-OPEN-ILS (673-6457)
> direct: 770-709-5581
> 
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Re: [Evergreen-general] Images from URLS in MARC records?

[Terran McCanna via Evergreen-general]

You could use the image uploader, but if there are thousands of records
that would be burdensome.

It sounds like a good wish list request in Launchpad.

Terran McCanna, PINES Program Manager
--

Georgia Public Library Service | University System of Georgia

2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

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

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On Wed, Jan 3, 2024 at 11:57 AM Mary Llewellyn via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> So, we have these records I loaded for a few libraries from Kanopy. They
> don't have ISBNs or UPCs so they don't link to Syndetics. The records do
> have URLs pointing to jpgs from Kanopy, but you have to click on the links
> to see the images. One of our librarians would like the images to
> automatically display in the catalog with the records without having to
> click on the link. That sounds like a database/programming issue to me, if
> it's at all possible.
>
> Mary
>
>
> --
> Mary Llewellyn
> Database Manager
> Bibliomation, Inc.
> 24 Wooster Ave.
> Waterbury, CT 06708
> mllew...@biblio.org
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[Evergreen-general] Prague

[Terran McCanna via Evergreen-general]

To our Evergreen family in the Czech Republic,

Our hearts go out to you tonight. We sincerely hope that you and your loved
ones are safe and well after the tragedy today.

Sincerely,
Terran and the PINES team
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Re: [Evergreen-general] Reminder: 2024 Conference Call to Proposals Due Soon!

[Terran McCanna via Evergreen-general]

Are there gaps in the types of program proposals being submitted? Or a list
of topic areas to give us ideas on sessions we might be able to do?



Terran McCanna, PINES Program Manager
--

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On Wed, Dec 20, 2023 at 10:38 AM Gina Monti via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Hi All,
>
> Big thanks to everyone who has submitted their program proposals for the
> 2024 Evergreen Conference!  The due date will be *January 3, 2024* so we
> have a couple of weeks until the form closes.
>
> Click here for the form.
> 
>
> *We are still in need of pre-conference proposals!*  These are typically
> scheduled to go two hours with breaks and Q  If you believe you have a
> topic yourself and/or your panel would like to present during a longer
> session, consider a preconference slot!
>
> Special thanks to all the interest groups who have signed up as well.  If
> you are an interest group leader and still need to submit, you have some
> time!
>
> We're looking forward to releasing a schedule soon after the deadline.
> Thanks to all again for submitting your ideas!
>
> --
> Gina Monti (she/her)
> Evergreen Systems Specialist
> Bibliomation, Inc.
> (203) 577-4070 ext. 109
> English, American Sign Language
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Re: [Evergreen-general] Point-of-Sale system

[Terran McCanna via Evergreen-general]

I'm not aware of any POS systems that will connect directly to Evergreen.
There are several options for online payments through the OPAC (such as
Stripe). Our libraries that take credit cards at the desk must enter the
payment amount into Evergreen manually.

On Tue, Dec 12, 2023, 2:11 PM Millissa Macomber via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> We have a library that is looking to join Evergreen in the next year. They
> are currently on Horizon and looking for a point-of-sale system that they
> can use on Evergreen as well as on Horizon. Any recommendations?
>
>
> *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
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[Evergreen-general] Evergreen 3.12 Feedback Fest final report

[Terran McCanna via Evergreen-general]

Thank you to everyone for an incredibly successful Feedback Fest week in
preparation for Evergreen 3.12!

We broke the previous records for the number of code changes successfully
tested and committed to the core code, adding some nice new features and
fixing several very long-standing bugs and making a lot of accessibility
and internationalization improvements!

You can see the full report here:
https://wiki.evergreen-ils.org/doku.php?id=dev:bug_squashing:2023-11

Thanks again to everyone who participated! The next Bug Squashing Week will
be scheduled in the spring around February or March.



Terran McCanna, PINES Program Manager
--

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2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

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

[Terran McCanna via Evergreen-general]

Absolutely!

Terran McCanna, PINES Program Manager
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On Thu, Nov 9, 2023 at 5:21 PM Jennifer Pringle via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> 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
>
>
>
> --
>
> 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] Evergreen 3.12 Feedback Fest - Wednesday Update

[Terran McCanna via Evergreen-general]

Hi everyone!

We have two days left in the Evergreen 3.12 Feedback Fest week, and a WHOLE
LOT of bug fixes / proposed features that need testing!

Currently loaded on test servers and ready to test:

   - Accessibility: 2 (changes that need to be tested)
   - Acquisitions: 6
   - Administration Pages: 2
   - Cataloging: 9
   - Circulation: 3
   - Course Materials: 3
   - OPAC: 2

In addition:

   - The Self-Check interface has been rewritten in Angular and needs to be
   thoroughly tested
   - The Enhanced Concerto Data Set is installed on one of the test servers
   - One server is set up to run in Czech to test internationaliation /
   translations

The full list with details is at:
https://docs.google.com/spreadsheets/d/1D4LiBJZzyeuczWCwYhG0VdaJ4UlK5CaTMKg4mO_hH2U/edit#gid=0

Let's see how much of this we can get tested and included in Evergreen
3.12!

Thanks all,
Terran



Terran McCanna, PINES Program Manager
--

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Re: [Evergreen-general] Evergreen Feedback Fest Starts NOW!

[Terran McCanna via Evergreen-general]

Thank you for letting me know - I can confirm that OPAC search isn't
working on that server for some reason. It is working within the staff
client, so I will have to do some research.


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--

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On Tue, Nov 7, 2023 at 12:19 PM Cerninakova Eva via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Hi Terran,
>
>
> I wonder if your "testbox" is working properly? I tried perform a search
> and (unless I did something wrong) there are no results (see the
> attachment).
>
> Eva
>
>
>
>
>
>
>
> Mgr. Eva Cerniňáková, Ph.D.
> vedoucí Knihovny Jabok
>
> Jabok - Vyšší odborná škola sociálně pedagogická a teologická
>
> +420 211 222 409
> cer...@jabok.cz
> knihovna.jabok.cz
> Salmovská 8, Praha 2, 120 00
>
>
>
>
>
>
>
> Dne po 6. 11. 2023 15:05 uživatel Terran McCanna via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> napsal:
>
>> Hi everyone!
>>
>> This week is Evergreen Feedback Fest! We have multiple test servers
>> prepared for you to put what will potentially be Evergreen 3.12 through its
>> paces, and test out a whoole lot of recent bug fixes and features that
>> have been developed. The development community has been busy, so please
>> pitch in and test some of these proposed changes so that we can make 3.12 a
>> great update!
>>
>> Here is the testing spreadsheet;
>>
>> https://docs.google.com/spreadsheets/d/1D4LiBJZzyeuczWCwYhG0VdaJ4UlK5CaTMKg4mO_hH2U/edit#gid=0
>>
>> Brief guide to testing:
>>
>>1. The list of available test servers is in the first column, with
>>the list of which fixes/features are loaded onto that server to the right.
>>Each test server is loaded with stock Concerto
>><https://wiki.evergreen-ils.org/doku.php?id=qa:concerto_logins> data.
>>2. Pick a bug fix that you are interested in testing and carefully
>>read the description and comments on the associated Launchpad link.
>>3. Log into the test server to thoroughly test the fix. Be sure to
>>log in with different levels of users in case there are issues with
>>permissions.
>>4. If you find problems, add your comments to the Launchpad ticket.
>>5. If you don't find any problems, you may sign off on the code
>>through Git or add a comment to the Launchpad bug that says "I have tested
>>this code and consent to signing off on it with my name, [enter name or
>>consistent alias] and my email address, [enter email address]."
>>
>>
>> Terran McCanna, PINES Program Manager
>> --
>>
>> Georgia Public Library Service | University System of Georgia
>>
>> 2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341
>>
>> (404) 235-7138 | tmcca...@georgialibraries.org
>>
>> http://help.georgialibraries.org | h...@georgialibraries.org
>>
>> <https://www.facebook.com/georgialibraries>
>> <https://www.twitter.com/georgialibs>
>> <https://www.instagram.com/georgialibraries/>
>> <https://www.twitter.com/georgialibs>
>>
>> Join our email list <http://georgialibraries.org> for stories of Georgia
>> libraries making an impact in our communities.
>>
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[Evergreen-general] Evergreen Feedback Fest Starts NOW!

[Terran McCanna via Evergreen-general]

Hi everyone!

This week is Evergreen Feedback Fest! We have multiple test servers
prepared for you to put what will potentially be Evergreen 3.12 through its
paces, and test out a whoole lot of recent bug fixes and features that
have been developed. The development community has been busy, so please
pitch in and test some of these proposed changes so that we can make 3.12 a
great update!

Here is the testing spreadsheet;
https://docs.google.com/spreadsheets/d/1D4LiBJZzyeuczWCwYhG0VdaJ4UlK5CaTMKg4mO_hH2U/edit#gid=0

Brief guide to testing:

   1. The list of available test servers is in the first column, with the
   list of which fixes/features are loaded onto that server to the right. Each
   test server is loaded with stock Concerto
    data.
   2. Pick a bug fix that you are interested in testing and carefully read
   the description and comments on the associated Launchpad link.
   3. Log into the test server to thoroughly test the fix. Be sure to log
   in with different levels of users in case there are issues with
   permissions.
   4. If you find problems, add your comments to the Launchpad ticket.
   5. If you don't find any problems, you may sign off on the code through
   Git or add a comment to the Launchpad bug that says "I have tested this
   code and consent to signing off on it with my name, [enter name or
   consistent alias] and my email address, [enter email address]."


Terran McCanna, PINES Program Manager
--

Georgia Public Library Service | University System of Georgia

2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

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

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[Evergreen-general] Save the Dates: Evergreen Feedback Fest!

[Terran McCanna via Evergreen-general]

Hi everybody!

The next Evergreen Community Feedback Fest will be held November 6 through
10. This will be your chance to test out the new bug fixes and features
that are targeted to go into Evergreen 3.12 which will be released in
December.

We will make several test servers available with sample data and proposed
code changes loaded onto them so you can get a sneak peek, report any
problems you see, and confirm whether the new code fixes what it says it
will.

The test servers aren't set up yet, but they will be listed here along with
what fixes / features are loaded onto each one on this tracking sheet here:

https://docs.google.com/spreadsheets/d/1D4LiBJZzyeuczWCwYhG0VdaJ4UlK5CaTMKg4mO_hH2U/edit#gid=0

For more information about general Feedback Fest / Bug Squashing
activities, please see:
https://wiki.evergreen-ils.org/doku.php?id=dev:bug_squashing

Cheers!
Terran

Terran McCanna, PINES Program Manager
--

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Re: [Evergreen-general] Staff Training Roundtable

[Terran McCanna via Evergreen-general]

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.
>>>
>>>
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>>>
>>
>>
>> --
>> Elizabeth B. Thomsen
>> Member Services Manager
>> NOBLE: North of Boston Library Exchange
>> Danvers, Mass.
>> www.noblenet.org
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Re: [Evergreen-general] Staff training

[Terran McCanna via Evergreen-general]

My suggestion is to put the emphasis on how much it will improve the patron
experience by being able to offer them so many more titles than they
currently have access to.

We have done resource sharing in Georgia since the beginning of PINES and
one of the things that we have found is that oftentimes the less
well-funded libraries that can't afford all of the new books end up being
really valuable for holds because they may have some of the older titles
that other branches have weeded.

Also, if you are using age protection, then staff can be sure that their
local patrons are still getting the brand new items first.

Terran McCanna, PINES Program Manager
--

Georgia Public Library Service | University System of Georgia

2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

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

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On Tue, Sep 19, 2023 at 2:43 PM Millissa Macomber via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> For anyone who does staff training - Our system is in the process of
> beginning to share resources between libraries. I have one library with a
> large number of staff members who are reluctant and unhappy about the
> changes. Any suggestion on how to alleviate the fears surrounding sharing
> resources? I  have a staff training planned for November so I would love
> some ideas.
>
>
> *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
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Re: [Evergreen-general] [EXTERNAL] RE: Does your library manage Book Group Kits via Evergreen?

[Terran McCanna via Evergreen-general]

It sounds like a job for the Booking module. Have you explored that option?

On Wed, Sep 13, 2023, 1:55 PM Dan Moore via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

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

[Terran McCanna via Evergreen-general]

Thank you to everyone who participated in another successful Bug Squashing
Week!


   - 27 fixes and features were tested and signed off!
   - 21 changes were added into to core Evergreen!

And, I think we may have had a record number of participants this time!
Check out the long list at the link below, which includes several people
who are new to the Evergreen community, including Brian Kennedy and Steven
Mayo who submitted their first patches this week!

https://wiki.evergreen-ils.org/doku.php?id=dev:bug_squashing:2023-08

Thank you, everyone!






Terran McCanna, PINES Program Manager
--

Georgia Public Library Service | University System of Georgia

2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

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

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[Evergreen-general] Bug Squashing Week - Wednesday Updates!

[Terran McCanna via Evergreen-general]

Hi everyone,

Testing is chugging along, but there are a LOT of fixes and features loaded
onto community test servers that still need to be tested!

   - Circulation Patches Ready: 3
   - Cataloging Patches Ready: 11
   - Local Admin Patches Ready: 6
   - Accessibility Patches Ready: 9
   - Acquisitions Patches Ready: 4
   - List of test servers and patches
   


And for Core Committers, there are currently 23 patches with signoffs

that still need a final review and commit.

Thanks to everyone who has participated so far this week!!!

Terran


Terran McCanna, PINES Program Manager
--

Georgia Public Library Service | University System of Georgia

2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

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

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Re: [Evergreen-general] Multiple marked lost processes for a single Org Unit

[Terran McCanna via Evergreen-general]

I don't see any way to do that currently, but I love the idea. There is an
open wish list request here:
https://bugs.launchpad.net/evergreen/+bug/1822164


Terran McCanna, PINES Program Manager
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On Wed, Aug 23, 2023 at 9:06 AM Murphy, Benjamin via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Has anyone successfully implemented more than one marked lost action
> trigger for a single Org Unit? For instance, BOOK circ mods being marked
> lost at 30 days, but LAPTOP circ mods being marked lost at 2 days (or all
> but LAPTOP marked lost at 30 days and just LAPTOP marked lost at 2 days?)
>
> We tried this once before using different action trigger granularities but
> were not successful.
>
>
>
> *Benjamin Murphy*
>
> NC Cardinal Program Manager
>
> State Library of North Carolina
>
> *benjamin.mur...@dcnr.nc.gov  * |
> https://statelibrary.ncdcr.gov/services-libraries/nc-cardinal
>
> 109 East Jones Street  | 4640 Mail Service Center
>
> Raleigh, North Carolina 27699-4600
>
> The State Library is part of the NC Department of Natural & Cultural
> Resources.
>
> *Email correspondence to and from this address is subject to the North
> Carolina Public Records Law and may be disclosed to third parties.*
>
> Please note new email address
>
>
>
> --
>
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> Carolina Public Records Law and may be disclosed to third parties by an
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Re: [Evergreen-general] Localized test server for bug squashing week?

[Terran McCanna via Evergreen-general]

Awesome, thank you, Blake!

Terran McCanna, PINES Program Manager
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On Tue, Aug 22, 2023 at 1:32 PM Blake Graham-Henderson via
Evergreen-general  wrote:

> Eva,
>
> I setup a fully cs-CZ server:
>
> https://bugsquash3.mobiusconsortium.org
>
> staff login:
> admin/demo123
>
> I've exposed the eg_vhost.conf file for you to compare:
> https://bugsquash3.mobiusconsortium.org/eg_vhost.conf.txt
>
> It's running Evergreen main branch, no patches. It's configured to default
> cs-CZ everywhere.
>
> -Blake-
> Conducting Magic
> Will consume any data format
> MOBIUS
>
> On 8/16/2023 9:03 AM, Cerninakova Eva via Evergreen-general wrote:
>
> Thanks a lot, Blake :-)
>
> st 16. 8. 2023 v 15:33 odesílatel Blake Graham-Henderson via
> Evergreen-general  napsal:
>
>> Eva,
>>
>> No problem! I'll be sure and have ours setup with localization.
>>
>> -Blake-
>> Conducting Magic
>> Will consume any data format
>> MOBIUS
>>
>> On 8/16/2023 7:41 AM, Cerninakova Eva via Evergreen-general wrote:
>>
>> Hi all,
>>
>> When preparing our planned Evergreen upgrade, I ran into some serious
>> issues related to localization. E.g., Evergreen is not properly
>> switching into Czech in the Staff client (as Linda pointed out in the
>> Evergreen general mailing list about two weeks ago); some strings that
>> haven't yet been translated in POEditor won't show in the Evergreen
>> Staff client interface even in English (there's a blank space instead);
>> or, in some cases, only certain individual letters (and a blank space)
>> are displayed from translated strings containing non-ASCII characters.
>>
>> So with the approaching bug squashing week, I am wondering if it would
>> be possible for one of the test servers to have localization on for the
>> Staff client and for the OPAC too.
>>
>> I think it would be very useful if more people could go through the
>> localized interfaces and test the localization problems, e.g., in Spanish
>> or French plus in the Czech localizations (the Czech localization would
>> definitely be suitable for testing, both because it has more non-ASCII
>> characters than other languages and also because almost all new strings
>> have been translated recently). Our Czech Evergreen community is
>> currently working hard to resolve the problems we came across. However, I
>> suppose broader testing would at least reveal if the errors we
>> encountered are general Evergreen bugs to be reported or just errors
>> specific to the data and settings of our catalog, which could shift the
>> localization features of Evergreen a little forward.
>>
>> Thank you very much for considering this suggestion.
>>
>> Eva
>>
>>
>>
>>
>>
>>
>>
>> Mgr. Eva Cerniňáková, Ph.D.
>>
>> vedoucí Knihovny Jabok
>>
>> Jabok - Vyšší odborná škola sociálně pedagogická a teologická
>>
>>
>>
>>
>> +420 211 222 409 <+420+211+222+413>
>>
>> cer...@jabok.cz
>>
>> knihovna.jabok.cz 
>>
>> Salmovská 8, Praha 2, 120 00
>>
>>
>> [image: facebook]    [image:
>> instagram] 
>>
>>
>>
>>
>>
>>
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>>
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Re: [Evergreen-general] School Age Library Card

[Terran McCanna via Evergreen-general]

We have a special program that partners libraries with schools and we use a
prefix for the district (like SAV for Savannah) combined with their student
lunch card number (which is unique within that district and which the
students already know). We use a special permission group with its own circ
rules for this and we do not issue physical cards. Some of the schools
issue physical cards that show their school ID/lunch card, but many do not.


Terran McCanna, PINES Program Manager
--

Georgia Public Library Service | University System of Georgia

2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

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On Tue, Aug 22, 2023 at 10:23 AM Brandi Sanders via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Our bookmobile visits the public schools in our county, we sign each
> student up for library cards when they are in the 1st grade. We mail their
> Evergreen library card to their house to their parents. We are finding that
> when they are ready to start using the library they/their parents have lost
> their library card and we are issuing new cards to them.
>
>
>
> Does anyone assign a card number (i.e. 1234perry) to a student until they
> are old enough or a parent comes in a requests a card for the student? I
> feel as though we are wasting cards and postage when we are replacing cards
> a few years down the road. This would only be used on our bookmobile, if
> they came in and wanted to use the library they would issue them a physical
> card.
>
>
>
> Just a thought, any help is greatly appreciated.
>
>
>
>
>
> *Brandi Sanders*
>
> Bookmobile Director
>
> Perry County Public Library
>
> 2328 Tell Street
>
> Tell City, IN 47586
>
> (812)547-2661
>
> bsand...@perrycountypl.org
>
> www.perrycountypl.org
>
>
>
> ___
> Evergreen-general mailing list
> Evergreen-general@list.evergreen-ils.org
> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>
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[Evergreen-general] Happy Bug Squashing Week!

[Terran McCanna via Evergreen-general]

Good morning!

Bug Squashing Week has begun and I there are already folks who have dived
in to begin updating Launchpad tickets.

The list of community test servers with the fixes and features that have
been added to each is available here - one of them is ready to go and a
couple of others are being built:

https://docs.google.com/spreadsheets/d/1kAdsJ9Hk9iW6cW9S9uAiosutIo_eBtFE7zRQy8iczbY/edit?usp=sharing

See the top of the first tab for useful links (general overview, list of
logins for the test servers, old bugs that need to be checked for validity,
new bugs that haven't been confirmed yet, etc.)

Happy Squashing!
Terran

Terran McCanna, PINES Program Manager
--

Georgia Public Library Service | University System of Georgia

2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

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

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[Evergreen-general] Reminder: Evergreen Community Bug Squashing Week Monday through Friday!

[Terran McCanna via Evergreen-general]

Hi everyone!

Our next Bug Squashing Week runs Monday, August 21 through Friday, August
25. Everyone is encouraged to participate at your level of expertise
whether you are a developer or a system administrator or an end user.

We will have several community test servers up and running by Monday with
bug fixes and new features loaded onto them and ready to test. (I'll send
out the link to the testing spreadsheet on Monday.)

If you are new to events like Bug Squashing Week, see:
https://wiki.evergreen-ils.org/doku.php?id=dev:bug_squashing

Feel free to contact me off-list if you have any questions about how to
participate,
Terran



Terran McCanna, PINES Program Manager
--

Georgia Public Library Service | University System of Georgia

2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

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

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Re: [Evergreen-general] Ways to handle shelving location names?

[Terran McCanna via Evergreen-general]

We give permissions to designated staff at each library system to manage
their own shelving locations and they can name them whatever makes sense
for the patrons in that building.

We've found that it works best to have the shelving locations set at the
branch level. If you do this, the library can control the settings for a
very specific location. For example, if there needs to be a building repair
done in the YA FICTION section at one branch, the shelving location can be
temporarily made non-OPAC visible and non-holdable without affecting the
rest of the branch or affecting any other branches that use the same
shelving location name.

Terran McCanna, PINES Program Manager
--

Georgia Public Library Service | University System of Georgia

2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

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

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On Fri, Aug 11, 2023 at 3:08 PM Olivia Scully via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Hi everyone,
>
> We've been having some internal discussions around handling an
> increasingly large number of shelving locations across our consortium (over
> 1300 now), and wanted to ask you all for your thoughts & perspective.
>
> How do you all handle shelving locations? Do you have a set standardized
> list/a list of set options for libraries to choose from? Do you add new
> location names according to library request? Other ways you might handle
> locations?
>
> And what are the pros & cons of handling things that way vs. other ways?
>
> Any thoughts you can share would be very appreciated!!
>
> Thank you!
>
> Olivia
>
> --
> Olivia Scully* (she/her)*
> Help Desk Coordinator
> Bibliomation, Inc. 
> oscu...@biblio.org
> (203) 577-4070 <203-577-4070> x113
> ___
> Evergreen-general mailing list
> Evergreen-general@list.evergreen-ils.org
> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>
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[Evergreen-general] Save the date! Evergreen Bug Squashing Week August 21-25

[Terran McCanna via Evergreen-general]

The next community Bug Squashing Week will be August 21-25.

For more information about Bug Squashing activities and ways you can
participate, please see:
https://wiki.evergreen-ils.org/doku.php?id=dev:bug_squashing

Terran McCanna, PINES Program Manager
--

Georgia Public Library Service | University System of Georgia

2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

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

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






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Re: [Evergreen-general] Is anybody interested in talking about Aspen discovery?

[Terran McCanna via Evergreen-general]

This is something that we are interested in talking about. My understanding
is that Aspen cannot currently support consortiums that have different
resources for various systems unless each system has its own landing
page/subdomain, so it wouldn't work for us as-is. Because of that, we
haven't dug any further into what other features would be lost if we used
it.



Terran McCanna, PINES Program Manager
--

Georgia Public Library Service | University System of Georgia

2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

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

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On Wed, Jun 28, 2023 at 3:57 PM Lindsay Stratton via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Hi all,
>
> We recently rolled out the Aspen discovery layer, and are finding a number
> of features that were in our Evergreen OPAC that are not (yet) supported in
> Aspen, and that our patrons very vocally miss.
>
> I know there are at least a few other Evergreen sites using Aspen, so I'm
> thinking it could be helpful to share experiences, patron feedback,
> lessons learned, identify common issues, and maybe consolidate our
> efforts for development (regardless of Aspen host)?
>
> Lindsay
>
> *Lindsay Stratton*
> *Systems Librarian*
> Westchester Library System
> 570 Taxter Rd., 4th Floor
> Elmsford, NY 10523
> lstrat...@wlsmail.org
> ___
> Evergreen-general mailing list
> Evergreen-general@list.evergreen-ils.org
> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>
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Re: [Evergreen-general] Evergreen-general Digest, Vol 35, Issue 22

[Terran McCanna via Evergreen-general]

Are there open bills associated with that item? I believe that it will drop
off the list once the bills are closed.

On Mon, Jun 12, 2023, 12:00 PM Diane Disbro via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Will this remove the item for Special/Circulations?
>
> Diane Disbro
> Pronouns: she/her
> Circulation and Special Projects Coordinator
> Scenic Regional Library
> 251 Union Plaza Drive
> Union, MO 63084
> (636) 583-0652 ext  110
> ddis...@scenicregional.org
>
>
>
> On Mon, Jun 12, 2023 at 10:44 AM Terri Moser via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
>> Diane  If there are no bills attached to the item, then you can edit the
>> number of claims return in the patron account*-if *you have the  Circ1,
>> LibraryManager, or LocalAdmin permissions.
>> But the system does not automatically remove that number in the patron
>> count- which is dumb.
>> Terri Moser
>> Circulation Supervisor
>> Neosho Newton County Library
>>"Never let a problem to be solved become more important
>> than a person to be loved."
>>-Thomas S. Monson
>>
>>
>> On Mon, Jun 12, 2023 at 10:10 AM <
>> evergreen-general-requ...@list.evergreen-ils.org> wrote:
>>
>>> Send Evergreen-general mailing list submissions to
>>> evergreen-general@list.evergreen-ils.org
>>>
>>> To subscribe or unsubscribe via the World Wide Web, visit
>>>
>>> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>>>
>>> or, via email, send a message with subject or body 'help' to
>>> evergreen-general-requ...@list.evergreen-ils.org
>>>
>>> You can reach the person managing the list at
>>> evergreen-general-ow...@list.evergreen-ils.org
>>>
>>> When replying, please edit your Subject line so it is more specific
>>> than "Re: Contents of Evergreen-general digest..."
>>>
>>>
>>> Today's Topics:
>>>
>>>1. claims returned (Diane Disbro)
>>>2. Reminder: Conference Planning Committee Meeting June 20
>>>   (Gina Monti)
>>>3. Developer meeting reminder: June 13th at 3pm Eastern, 12
>>>   Pacific (Blake Graham-Henderson)
>>>4. Re: Voluntary Product Accessibility Template (VPAT)
>>>   (Galen Charlton)
>>>
>>>
>>> --
>>>
>>> Message: 1
>>> Date: Mon, 12 Jun 2023 09:06:43 -0500
>>> From: Diane Disbro 
>>> To: Evergreen Discussion Group
>>> 
>>> Subject: [Evergreen-general] claims returned
>>> Message-ID:
>>> >> 4...@mail.gmail.com>
>>> Content-Type: text/plain; charset="utf-8"
>>>
>>> Good morning -
>>>
>>> A staff member at a Missouri Evergreen library marked an item Claims
>>> Returned. The item was later checked in. Is there any way to remove it
>>> from
>>> the patron's Other/Special Circulations? We tried everything that we can
>>> think of.
>>>
>>> Thanks for any advice you can give.
>>>
>>> Diane Disbro
>>> Pronouns: she/her
>>> Circulation and Special Projects Coordinator
>>> Scenic Regional Library
>>> 251 Union Plaza Drive
>>> Union, MO 63084
>>> (636) 583-0652 ext  110
>>> ddis...@scenicregional.org
>>> -- next part --
>>> An HTML attachment was scrubbed...
>>> URL: <
>>> http://list.evergreen-ils.org/pipermail/evergreen-general/attachments/20230612/dda1e3b7/attachment-0001.htm
>>> >
>>>
>>> --
>>>
>>> Message: 2
>>> Date: Mon, 12 Jun 2023 10:08:28 -0400
>>> From: Gina Monti 
>>> To: Evergreen Discussion Group
>>> 
>>> Subject: [Evergreen-general] Reminder: Conference Planning Committee
>>> Meeting June 20
>>> Message-ID:
>>> >> nfs3tc39j7ogyqqdfxee2...@mail.gmail.com>
>>> Content-Type: text/plain; charset="utf-8"
>>>
>>> Hello All!
>>>
>>> This is a reminder that the 2024 EG Conference Planning Committee will be
>>> having our first meeting Tuesday, June 20 12pm Central/1pm Eastern.
>>>
>>> If you would like to attend, please send me a reply off list!  Thank you!
>>>
>>> --
>>> Gina Monti
>>> Evergreen Systems Specialist
>>> Bibliomation, Inc.
>>> (203) 577-4070 ext. 109
>>> -- next part --
>>> An HTML attachment was scrubbed...
>>> URL: <
>>> http://list.evergreen-ils.org/pipermail/evergreen-general/attachments/20230612/cadbf9d9/attachment-0001.htm
>>> >
>>>
>>> --
>>>
>>> Message: 3
>>> Date: Mon, 12 Jun 2023 09:39:21 -0500
>>> From: Blake Graham-Henderson 
>>> To: Evergreen Development Discussion List
>>> , Evergreen Discussion
>>> Group
>>> , eg-newdevs
>>> 
>>> Subject: [Evergreen-general] Developer meeting reminder: June 13th at
>>> 3pm Eastern, 12 Pacific
>>> Message-ID:
>>> 
>>> Content-Type: text/plain; charset=UTF-8; format=flowed
>>>
>>> All,
>>>
>>> A friendly reminder that we'll have our Evergreen dev meeting in IRC
>>> tomorrow, June 13th at 3pm Eastern, 12 Pacific.
>>>
>>> Agenda:
>>> 

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

[Terran McCanna via Evergreen-general]

My understanding is that the number of Claims Returned does not go down
intentionally because the idea was that each patron gets X number of Claims
Returns over time and if they take advantage of it then they get stopped
from making more. It was never intended to be a count of the current number
of Claims Returns.

On Mon, Jun 12, 2023, 11:44 AM Terri Moser via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

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

Re: [Evergreen-general] Documentation for item status

[Terran McCanna via Evergreen-general]

I know that DIG volunteers have created an overall spreadsheet to track
what documentation is needed, so I would ask on the DIG list to see if this
topic is on the spreadsheet or not, and if so, where it will fit in. The
easiest way to do this is by emailing
evergreen-documentat...@list.evergreen-ils.org



Terran McCanna, PINES Program Manager
--

Georgia Public Library Service | University System of Georgia

2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

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

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Re: [Evergreen-general] Documentation for item status

[Terran McCanna via Evergreen-general]

DIG is always welcome to documentation contributions! You can send new or
updated documentation in any format (Word, Google Doc, etc.) to
evergreen-documentat...@list.evergreen-ils.org and a volunteer will work on
putting it into the correct format for inclusion.

More information is available at:
https://wiki.evergreen-ils.org/doku.php?id=evergreen-docs:how-to-contribute-documentation


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--

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

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On Thu, May 25, 2023 at 2:10 PM Benjamin Kalish via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Thanks, everyone! This is all super helpful. That said, the fact that no
> one has linked to straightforward documentation, while it makes me feel
> better about not finding it myself, does make me think that we need to
> improve our documentation here. Short of attending a DIG meeting, what is
> the best way of getting something on the radar of the documentation folks?
>
> Benjamin Kalish
> Forbes Library / 413-587-1012 / bkal...@forbeslibrary.org
>
> Support Forbes Library:
>
>- Consider giving a gift
> to Forbes Library
>- Vote for the Friends of Forbes in the Florence Bank Community Grant
>Program .
>- Join the Friends of Forbes today 
>!
>
> Currently reading: *Word Nerd: Dispatches from the Games, Grammar, and
> Geek Underground* by John D. Williams
> Just Finished: *Resurgence *by C. J. Cherryh
>
> For information about accessibility at the library, please see:
> http://forbeslibrary.org/accessibility/
>
>
> On Thu, May 25, 2023 at 1:45 PM Paula Elliott via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
>> Hi Ben,
>>
>> All of these status change to available when items are checked in.  If
>> someone lets a reference item be checked out to a patron, when the item is
>> returned the Library Use Only status disappears and changes to available.
>> Which is why you see reference items with this status.
>>
>> Paula
>>
>> On Thu, May 25, 2023 at 12:08 PM Benjamin Kalish via Evergreen-general <
>> evergreen-general@list.evergreen-ils.org> wrote:
>>
>>> Hi, folks!
>>>
>>> I've been unable to find documentation of how item statuses work! Could
>>> someone point me in the right direction?
>>>
>>> I know there is a list of item status and instructions for adding new
>>> status at Evergreen docs / System Administration From the Staff Client
>>> / Item Statuses
>>> ,
>>> but it leaves some fundamental questions unanswered:
>>>
>>>- Besides staff editing an item directly, what are the other
>>>conditions that cause the item status to change, and how do they change?
>>>- Do all items get reshelving status on check in?
>>>- When reshelving status expires, what determines the new status?
>>>
>>> I'm particularly interested in how items with status custom statuses (we
>>> use In Library Use, Display, and Storage a lot at my library) change on
>>> checkin, but I feel like all of this should be well documented in some easy
>>> to find place.
>>>
>>> Benjamin Kalish
>>> Forbes Library / 413-587-1012 / bkal...@forbeslibrary.org
>>>
>>> Support Forbes Library:
>>>
>>>- Consider giving a gift
>>> to Forbes Library
>>>- Vote for the Friends of Forbes in the Florence Bank Community
>>>Grant Program .
>>>- Join the Friends of Forbes today
>>>!
>>>
>>> Currently reading: *Word Nerd: Dispatches from the Games, Grammar, and
>>> Geek Underground* by John D. Williams
>>> Just Finished: *Resurgence *by C. J. Cherryh
>>>
>>> For information about accessibility at the library, please see:
>>> http://forbeslibrary.org/accessibility/
>>> ___
>>> Evergreen-general mailing list
>>> Evergreen-general@list.evergreen-ils.org
>>> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>>>
>>
>>
>> --
>> *Paula Elliott*
>> *Head of Technical Services*
>> *Forbes Library*
>> *20 West Street*
>>
>> *Northampton, MA 01060*
>>
>> *413-587-1011 x4528*
>> *pelli...@forbeslibrary.org* 
>>
>>
>>
>> ___
>> 

Re: [Evergreen-general] [Evergreen-dev] Hack-A-Way

[Terran McCanna via Evergreen-general]

Woo hoo! Thank you Rogan and everyone else who has worked to make this
happen!

Terran McCanna, PINES Program Manager
--

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2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

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

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On Tue, May 23, 2023 at 4:58 PM Rogan Hamby via Evergreen-dev <
evergreen-...@list.evergreen-ils.org> wrote:

> We are happy to say that we have dates for the Evergreen Hack-A-Way, once
> again hosted by Evergreen Indiana at Fort Harrison October 23rd - October
> 25th!
>
> Here is the code you need for reservations: 1023EH
>
> This will give you the room block discount.  The room rates vary based on
> configuration but range from $130 to $200 USD per night not including
> taxes. Any rooms not reserved by 9/23 will be released from the room block.
>
> Phone reservations: 877-563-4371
> Online reservations: https://us01.iqwebbook.com/FHSPIIN225/
>
> Let me or Ruth Frasure know if you have any questions.
>
>
> Rogan Hamby (he/him/his), MLIS
>
> Data and Project Analyst
>
> Equinox Open Library Initiative
>
> rogan.ha...@equinoxoli.org
>
> www.equinoxOLI.org
>
>
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[Evergreen-general] May Feedback Fest Recap

[Terran McCanna via Evergreen-general]

Many thanks to everyone who participated in last week's Evergreen Feedback
Fest!

42 community members participated testing and providing feedback, updating
patches, and reporting new issues. Evergreen 3.11 looks like it's going to
be a great release!

The summary page is here - please let me know if I've inadvertently left
you off the list or spelled anyone's name wrong!

https://wiki.evergreen-ils.org/doku.php?id=dev:bug_squashing:2023-05

Best wishes,
Terran

Terran McCanna, PINES Program Manager
--

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2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

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

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[Evergreen-general] More patches ready to test!

[Terran McCanna via Evergreen-general]

Hi everybody,

I've just rebuilt my test server with several more updated patches that are
ready to test!

https://docs.google.com/spreadsheets/d/1_rY6LGxQQpU2maE3Hcm4lGCt1ol0Tt_gS8NloI72hGM/edit#gid=0

Progress has been solid this week so far, with 15 patches tested, signed
off, and committed to master, and another 4 patches tested and signed off.

I'll leave my test server up over the weekend in case anyone is working and
wants to extend their testing period a little longer!

Cheers,
Terran




Terran McCanna, PINES Program Manager
--

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2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

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

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[Evergreen-general] Feedback Fest - new fix may be able to close multiple tickets

[Terran McCanna via Evergreen-general]

Hi everyone,

There are a number of places in the Angular screens (particularly in the
Admin pages) where attempting to create/edit/delete an entry without the
proper permissions gives a Success popup when it should actually be a
failure popup: https://bugs.launchpad.net/evergreen/+bug/1808016

Jane created a fix for this which has now been committed to current master
(as of a  few minutes ago) and it is installed on
https://terran-master.gapines.org/eg/staff

I'm sure there are a number of other launchpad tickets that can now be
tested to see if they are resolved with this fix. If you identify one and
can verify on terran-master that it is now fixed, please add a comment to
the ticket that says something like, "Fixed with the patch for bug 1808016"
and change the status of the ticket to "Won't Fix."

Thank you!
Terran


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[Evergreen-general] Feedback Fest: Wednesday Update

[Terran McCanna via Evergreen-general]

Good morning!

Feedback Fest is going steadily so far this week, but there are still a lot
of opportunities for testing!

The spreadsheet is at:
https://docs.google.com/spreadsheets/d/1_rY6LGxQQpU2maE3Hcm4lGCt1ol0Tt_gS8NloI72hGM/edit#gid=0

Of note:

   - EOLI's Festivus Server was refreshed this morning with the latest
   updates and is ready for additional testing in preparation of the 3.11
   release. Remember, the more issues that are found now, the fewer issues
   there will be at upgrade time!
   - Tiffany's server is currently down and will be refreshed with new
   patches to test later today.
   - Terran's server has the experimental Angular Circulation menu enabled
   so you can test that out to see how it works so far.
   - Terran's server has 3 bug fixes and 1 new feature loaded and ready to
   test.
   - MOBIUS's server has a whole bunch of patches loaded and ready to test.

Thanks everyone!
Terran



Terran McCanna, PINES Program Manager
--

Georgia Public Library Service | University System of Georgia

2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

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

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Re: [Evergreen-general] Staff Portal page customization

[Terran McCanna via Evergreen-general]

We've done ours. We customized the default one at the consortium level, and
then allow certain permission groups at the libraries to customize their
own. The main thing to know is that it doesn't inherit from the higher
level, so if you customize one thing at a branch, you lose everything else.
Here are our instructions:

https://pines.georgialibraries.org/dokuwiki/doku.php?id=admin:settings:staff-portal-page

Terran McCanna, PINES Program Manager
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2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

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On Tue, May 9, 2023 at 12:26 PM Kate Coleman via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Anyone have any tips and tricks for customizing the staff portal page
> (avail beginning 3.9)? I've tried to do it twice, messed a bunch of stuff
> up both times, and have been too scared to try again. I thought I was
> following along beautifully with the documentation, but apparently not!   :)
>
>
>
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[Evergreen-general] Evergreen 3.11 Feedback Fest Week Starts Now!

[Terran McCanna via Evergreen-general]

Hi everyone!

Now is your chance to take a test run of Evergreen 3.11!

A couple of test servers are up and ready to test 3.11 plus assorted
proposed  bug fixes and features (be sure to scroll all the way down the
page for all of the test servers -  "EOLI Server 2" only has one small
change on it in addition to the 3.11 beta version, so that is a good one to
test your typical workflows on). Here is the list of test servers along
with the list of proposed fixes and features that are applied to them:

https://docs.google.com/spreadsheets/d/1_rY6LGxQQpU2maE3Hcm4lGCt1ol0Tt_gS8NloI72hGM/edit?usp=sharing

These test servers are all loaded with a set of fake data ("Concerto") and
have basic configurations so they may not be configured exactly the same as
your live system. The list of Concerto staff logins as well as an overview
of ways to participate in Feedback Fest are linked at the top of the
spreadsheet.

Please report any issues you find in Launchpad (
https://bugs.launchpad.net/evergreen).

Please feel free to reach out to me directly at
tmcca...@georgialibraries.org if you have any questions about how to test,
how to report bugs, how to search Launchpad for existing reports, how to
sign off, or anything else!

Happy testing!
Terran

Terran McCanna, PINES Program Manager
--

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2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

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[Evergreen-general] Feedback Fest Next Week!

[Terran McCanna via Evergreen-general]

Hey everybody!

The next community Feedback Fest  is next week from Monday, May 8 through
Friday, May 12. We will have several test servers up with the current
Evergreen code loaded on them and give you a chance to test the new
features and interfaces in preparation for the release of Evergreen 3.11.
The more you test now, the better the release will be!

We will also load some proposed bug fixes and proposed wish list changes
onto some of the test servers for testing. And, as always, more people are
needed to help add authorized tags to Launchpad tickets that don't yet have
them, test old bug reports to see if they are still valid, confirm bug
reports that haven't yet been verified, etc.

I'll send out the list of test servers and more details Monday morning!
Thanks all!
Terran

Terran McCanna, PINES Program Manager
--

Georgia Public Library Service | University System of Georgia

2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

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[Evergreen-general] Developer Job Posting at PINES!

[Terran McCanna via Evergreen-general]

Hi everyone!

We're very excited that we're now in the position to hire a dedicated
Evergreen developer for a new position on our team! Details here:

https://pines.georgialibraries.org/dev-job



Terran McCanna, PINES Program Manager
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[Evergreen-general] Bug Squashing Week - Final Report

[Terran McCanna via Evergreen-general]

Hi everyone!

Thank you to everyone for a fabulous Bug Squashing Week. We came very close
to meeting our previous records for the most participants and most signoffs!

You can see the summary here:
https://wiki.evergreen-ils.org/doku.php?id=dev:bug_squashing:2023-03

The next Feedback Fest Week will be May 8-12 where we will focus on making
sure Evergreen 3.11 is the best it can be. And of course, I hope to see a
lot of you at the Evergreen Conference in April!

Best wishes,
Terran

Terran McCanna, PINES Program Manager
--

Georgia Public Library Service | University System of Georgia

2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

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[Evergreen-general] Bug Squashing Week - Friday Update

[Terran McCanna via Evergreen-general]

Hi everyone!

Testers have done a wonderful job this week and there are only a handful of
installed fixes / features loaded onto the test servers that still need
more eyes on them (note that some of them have some testing feedback
already in the Launchpad tickets, so review that to see what issues have
already been reported):


https://docs.google.com/spreadsheets/d/1i7CeyfgmlLgWk_3yyqQhK7PR0kMvGVUM5-nEL9BvTNU/edit#gid=0

If you don't feel that you have the expertise to test any of those patches,
then I would encourage you to spend a little time review Launchpad tickets
and

1) Check old bugs to see if they are still valid in the newest version of
Evergreen:
https://bit.ly/3ILNAXR

2) Check bugs with the New status to see if you can confirm them or add
heat to them: https://bit.ly/3T1bYd3

Thank you!



Terran McCanna, PINES Program Manager
--

Georgia Public Library Service | University System of Georgia

2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

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

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[Evergreen-general] Bug Squashing Week: Wednesday Update

[Terran McCanna via Evergreen-general]

You guys are on fire! An extraordinary amount of work has been done already
this week testing, reviewing, committing code, and reporting newly found
bugs, and we still have two more days to go.

We now have four test servers available and 21 fixes and features loaded
and ready to test in these categories:

Cataloging: 3
OPAC: 3
Accessibility: 3
Acquisitions: 4
Circulation: 1
Course Materials: 1
Staff Catalog: 3
Admin Pages: 1
Printer Settings User Interface Port
Enhanced Concerto Data Set

Testing list and info here:
https://docs.google.com/spreadsheets/d/1i7CeyfgmlLgWk_3yyqQhK7PR0kMvGVUM5-nEL9BvTNU/edit#gid=0



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--

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[Evergreen-general] Bug Squashing Week: Tuesday Update

[Terran McCanna via Evergreen-general]

Bug squashing is cruising along fantastically so far this week!

A whopping 27 fixes have been tested and signed off already, and 7 of those
have already been given a final review by a core committer and committed to
the core code!

Status of the three test servers:

Terran - I'm going to take my test server down and rebuild it with a fresh
set of patches

Tiffany - Most patches have been tested, but there are still two (one Acq
and one Cat that need more eyes on them)

MOBIUS - There are still plenty of patches loaded and ready to test!

Here is the full list:
https://docs.google.com/spreadsheets/d/1i7CeyfgmlLgWk_3yyqQhK7PR0kMvGVUM5-nEL9BvTNU/edit#gid=0

Thanks, everyone!
Terran

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--

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[Evergreen-general] Bug Squashing Week Starts Now!

[Terran McCanna via Evergreen-general]

Hi everyone, and welcome to the first Bug Squashing Week of 2023.

There is one test server running current master (3.10+) with a number of
proposed bug fixes and features installed on it that are ready for testing,
and another test server is currently being built. These test servers have
the Concerto data set installed. Details at:

https://docs.google.com/spreadsheets/d/1i7CeyfgmlLgWk_3yyqQhK7PR0kMvGVUM5-nEL9BvTNU/edit?usp=sharing

Also, please take a look at the links at the top of that page that go to
lists of new bugs and wish list requests that have been reported but not
yet reviewed and confirmed, and also old bugs that need to be checked to
see if they are still valid in the current version or if they have already
been resolved (for instance, some of the newer interfaces may have fixed
old bugs as part of their development).

More general info about adding tags, signing off on fixes, and other bug
squashing activities that you can contribute a little of your time to this
week are available at:
https://wiki.evergreen-ils.org/doku.php?id=dev:bug_squashing

Please feel free to contact me directly at tmcca...@georgialibraries.org if
you have any questions.

Happy Squashing!
Terran

Terran McCanna, PINES Program Manager
--

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

[Terran McCanna via Evergreen-general]

Wow, thank you Galen. That might explain some weird and seemingly
inconsistent things we've had some staff report.


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On Thu, Feb 23, 2023 at 3:57 PM Galen Charlton via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Hi,
>
> I wanted to bring folks' attention to a change to the Chrome browser that
> may affect staff workflows.
>
> Specifically, the new "Memory Saver" will cause Chrome to deactivate
> unused tabs that have been sitting a while (where, as far as I can tell, a
> "while" could mean anywhere from five minutes to an hour). If you go back
> to one of the deactivated tabs, Chrome will reload the page from scratch.
>
> If that tab has the Evergreen staff client, while you'll still be logged
> in when you open a deactivated tab, other state such as your place in a
> grid will not carry over.
>
> I can imagine that this could cause challenges for anybody who is used to
> a workflow that involves opening several copies of the staff client in
> multiple tabs. For example, if you're working from a large Record Bucket,
> paging through it and doing something with each record, a lunch break might
> make you lose your place in the bucket.
>
> Chrome does offer an option to specify a list of sites that should not
> have their tabs deactivated.
>
> Additional details and commentary can be found here:
>
> [1]
> https://support.google.com/chrome/answer/12929150#zippy=%2Cturn-memory-saver-on-or-off%2Ckeep-specific-sites-active
> [2]
> https://arstechnica.com/gadgets/2023/02/chrome-110-will-automatically-discard-background-tabs-heres-how-to-stop-it/
> [3] https://developer.chrome.com/blog/memory-and-energy-saver-mode/
>
> Beyond that, I'd like to ask a question - how are you managing tabs when
> using the staff client? Does anybody finish the day with dozens of
> Evergreen tabs open?
>
> Regards,
>
> Galen
> --
> Galen Charlton
> Implementation and IT Manager
> Equinox Open Library Initiative
> g...@equinoxoli.org
> https://www.equinoxOLI.org
> phone: 877-OPEN-ILS (673-6457)
> direct: 770-709-5581
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[Evergreen-general] Bug Squashing Week Next Week!

[Terran McCanna via Evergreen-general]

 Our first Bug Squashing Week of 2023 will be next week, February 27 -
March 3.

We will have several community test servers available to test proposed bug
fixes and new features, and since 3.10 has been released, it will be a good
time to go through existing Launchpad tickets to test to see if they have
been fixed in the newer interfaces. (And, also a good time to add heat to
existing bugs and wish list requests that you think should be prioritized!)

If you are working on polishing up any patches yourself, please do your
best to get them submitted for testing by the start of Bug Squashing Week
so that we can try to get them up on one of the community test servers for
everyone to take a look at.

On Monday morning I will send out a message that has the list of available
test servers and which patches are loaded onto each one so that you can
begin using them to test.

More general info about Bug Squashing Week activities is available here:
https://wiki.evergreen-ils.org/doku.php?id=dev:bug_squashing



Terran McCanna, PINES Program Manager
--

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[Evergreen-general] Bug Squashing Week Final Results

[Terran McCanna via Evergreen-general]

Huge thanks to everyone who participated in last week's Bug Squashing Week!

The final results are posted here - please let me know if you participated
and I missed you on the list, or if I spelled your name wrong!

https://wiki.evergreen-ils.org/doku.php?id=dev:bug_squashing:2022-10

Best wishes,
Terran

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[Evergreen-general] Thursday Bug Squashing Update

[Terran McCanna via Evergreen-general]

Hello everyone!

Some updates for this week:

   - Evergreen 3.9.1 has been released with a very long list of bug
   fixes! Thank you to everyone who participated and to Galen Charlton for
   doing the live release cutting / translation building session this week!
   https://evergreen-ils.org/egdownloads/
   - Evergreen 3.10 beta will be available soon after a few more tweaks
   (Kudos to Jane Sandberg and Michele Morgan and Galen Charlton!)
   - There are still a number of patches that are loaded onto mine and
   Blake Graham Henderson's test servers that haven't been tested yet:

   
https://docs.google.com/spreadsheets/d/1UigdTW760xrwFSl2ENzyAQWiCZd5uzMDJUtAvqMBVFA/edit#gid=0
   - Bill Erickson has pushed up the first two bug fixes for the
   Experimental Angular Circulation interface (combined into one pullrequest)
   and I have loaded those onto my test server (see link above).
   - Please try to poke around existing functions on one of these test
   server since they are both 3.10ish to see if you spot any other bugs we can
   get fixed before 3.10 gets publicly released.

Thanks everyone!
Terran


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

[Terran McCanna via Evergreen-general]

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




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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
> --
> Jennifer Pringle (she/her)
> Co-op Support - Training Lead
> BC Libraries Cooperative
> Toll-free: 1-888-848-9250
> Email:jennifer.prin...@bc.libraries.coop
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>
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> Traditional Territory of the St'at'yemc Nations.
>
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Re: [Evergreen-general] Evergreen 3.9.1 released

[Terran McCanna via Evergreen-general]

This is a massive bug release! Thanks everyone!

Terran McCanna, PINES Program Manager
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On Tue, Nov 1, 2022 at 10:07 PM Galen Charlton via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> The Evergreen Community is pleased to announce the release of Evergreen
> 3.9.1. This release contains bug fixes for the Angular staff catalog,
> cataloging, course materials, administration, circulation, the public
> catalog, and internationalization.
>
> For more information, please see the release notes:
>
>
> https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_9.html#_evergreen_3_9_1
>
> Evergreen 3.9.1 can be downloaded from:
>
> https://evergreen-ils.org/downloads/
>
> --
> Galen Charlton
> Implementation and IT Manager
> Equinox Open Library Initiative
> g...@equinoxoli.org
> https://www.equinoxOLI.org
> phone: 877-OPEN-ILS (673-6457)
> direct: 770-709-5581
> 
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[Evergreen-general] Evergreen Bug Squashing Week - Tuesday Update

[Terran McCanna via Evergreen-general]

Well, Halloween is over but bug squashing never stops! Some updates:

   - 10 patches got tested and signed off on yesterday (woo hoo!)
   - There are two test servers loaded up with more things to test at
   
https://docs.google.com/spreadsheets/d/1UigdTW760xrwFSl2ENzyAQWiCZd5uzMDJUtAvqMBVFA/edit#gid=0
   - Galen will be guiding us through a session on Release Cutting for
   anyone who is interested today at 3pm Eastern:
   https://us06web.zoom.us/j/81969122485?pwd=S3RLVDJ0VVBBNzc5Nm50WnR5OEdUZz09
   - Evergreen 3.10 looks like it's going to be a solid update with a lot
   of useful updates: https://bit.ly/3Wkn6CQ
   - Bill's work on Angularizing the patron & circ interfaces will be
   included as an optional 'experimental' interface in 3.10. Having this code
   allows some other features to use some of his underlying improvements and
   also makes it easier for others to contribute to fixing the remaining
   issues. https://bugs.launchpad.net/evergreen/+bug/1995399

Cheers!
Terran

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[Evergreen-general] Happy Haunted Bug Squashing!

[Terran McCanna via Evergreen-general]

 Hi everyone!

This week (October 31 - November 4) is Evergreen Bug Squashing Week,
focused on getting bug fixes tested and approved. Notes:

*1) Bug Squashing Week Test Server Info:*
There is currently one test server up and loaded with proposed fixes that
are ready to test.

https://docs.google.com/spreadsheets/d/1UigdTW760xrwFSl2ENzyAQWiCZd5uzMDJUtAvqMBVFA/edit#gid=0


*2) Test New 3.10 Features and Fixes:*
There a lot of things going into 3.10 - please take this opportunity to
give them one last poke! Some of the new interfaces that have been
committed to master are:

Local Admin > Library Settings
Local Admin > Cash Reports
Local Admin > Field Documentation
Experimental Angular Patron/Circ Interfaces

See the full list at: https://launchpad.net/evergreen/+milestone/3.10-beta

*3) Needs Discussion: *
There are currently 88 tickets in Launchpad that are tagged with
"needsdiscussion," some of which are many years old. These are worth taking
a look at to see if they are still valid issues.

https://bugs.launchpad.net/evergreen/+bugs?field.tag=needsdiscussion=datecreated=0

If you have any questions about how to test or provide feedback, feel free
to email me directly.

Happy testing!
Terran

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[Evergreen-general] Spooooooky Bug Squashing Week! (Oct 31-Nov 4)

[Terran McCanna via Evergreen-general]

We're going to squeeze in one last Bug Squashing Week next week (October 31
- November 4) before Evergreen 3.10 gets released.

There will be a few test servers set up with a batch of fresh new bug fixes
and features that need one last look. I'll send out the link to the testing
instructions on Monday morning.

Cheers!
Terran


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Re: [Evergreen-general] Evergreen Community Feedback Fest Results

[Terran McCanna via Evergreen-general]

Sorry about that, Jason and Jane! I've added it.


Terran McCanna, PINES Program Manager
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On Mon, Oct 3, 2022 at 11:09 AM Jason Stephenson via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Terran,
>
> I think you missed this bug on your spreadsheet:
>
> https://bugs.launchpad.net/evergreen/+bug/1989033
>
> The patch was authored by Jane Sandberg. I signed off on it before and
> pushed it Friday.
>
> Cheers,
> Jason
>
> On 10/3/22 10:41, Terran McCanna via Evergreen-general wrote:
> > Thank you to everyone who participated in last week's Evergreen 3.10
> > Feedback Fest! A lot of valuable work was done testing patches and
> > features and integrating approved code into core Evergreen in
> > preparation for the 3.10 feature release and the 3.9.1 bug fixing
> release.
> >
> > The progress summary and list of participants is at
> > https://wiki.evergreen-ils.org/doku.php?id=dev:bug_squashing:2022-09
> > <https://wiki.evergreen-ils.org/doku.php?id=dev:bug_squashing:2022-09>
> >
> > The next community participation event will be Bug Squashing Week from
> > October 31-November 4.
> >
> > Thank you!
> > Terran & the Evergreen 3.10 Release Team
> >
> > PS: As a general reminder, there are a significant number of open
> > pullrequests for patches that need to be reviewed and tested by
> > developers or system administrators with direct access to a server (as
> > opposed to testing from the web interface). A list of these is available
> > starting on line 34 here:
> >
> https://docs.google.com/spreadsheets/d/1r0RyFB_Sj1RHdVacylCNBt-YS3S7VlXguWYWMqk40so/edit#gid=984932811
> > <
> https://docs.google.com/spreadsheets/d/1r0RyFB_Sj1RHdVacylCNBt-YS3S7VlXguWYWMqk40so/edit#gid=984932811
> >
> >
> >
> >
> >
> >
> > Terran McCanna, PINES Program Manager
> >
> > 
> >
> > Georgia Public Library Service | University System of Georgia
> >
> > 2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341
> >
> > (404) 235-7138| tmcca...@georgialibraries.org
> > <mailto:tmcca...@georgialibraries.org>
> >
> > http://help.georgialibraries.org <http://help.georgialibraries.org> |
> > h...@georgialibraries.org <mailto:h...@georgialibraries.org>
> >
> >
> > <https://www.facebook.com/georgialibraries><
> https://www.twitter.com/georgialibs><
> https://www.instagram.com/georgialibraries/><
> https://www.twitter.com/georgialibs>
> >
> > Join our email list <http://georgialibraries.org>for stories of Georgia
> > libraries making an impact in our communities.
> >
> >
> >
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[Evergreen-general] Evergreen Community Feedback Fest Results

[Terran McCanna via Evergreen-general]

Thank you to everyone who participated in last week's Evergreen 3.10
Feedback Fest! A lot of valuable work was done testing patches and features
and integrating approved code into core Evergreen in preparation for the
3.10 feature release and the 3.9.1 bug fixing release.

The progress summary and list of participants is at
https://wiki.evergreen-ils.org/doku.php?id=dev:bug_squashing:2022-09

The next community participation event will be Bug Squashing Week from
October 31-November 4.

Thank you!
Terran & the Evergreen 3.10 Release Team

PS: As a general reminder, there are a significant number of open
pullrequests for patches that need to be reviewed and tested by developers
or system administrators with direct access to a server (as opposed to
testing from the web interface). A list of these is available starting on
line 34 here:
https://docs.google.com/spreadsheets/d/1r0RyFB_Sj1RHdVacylCNBt-YS3S7VlXguWYWMqk40so/edit#gid=984932811



Terran McCanna, PINES Program Manager
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[Evergreen-general] Feedback Fest: Testing new Patron & Circulation Interfaces

[Terran McCanna via Evergreen-general]

Good morning!

Bill Erickson has provided a fresh test server with his current work on the
new patron / circulation interfaces:

Test server:
https://evgdemo.kcls.org/eg2/staff/

Please use the Concerto logins for testing:
https://wiki.evergreen-ils.org/doku.php?id=qa:concerto_logins

Testing sheet (report your testing results here - click the button to
request edit access if you need it):
https://docs.google.com/spreadsheets/d/1PL04fcjom0l2xuum_Do-w04asn-ifAEHwuBY6yWIESQ/edit#gid=0

Testing notes:

- On the "Tasks to Test" sheet and on the "Patron Reg Display and Settings"
sheet, the orange cells failed testing in the last round, but could be
tested again on the current version.
- On the "Tasks to Test" sheet and on the "Patron Reg Display and Settings"
sheet, the items in gold have not yet been tested. (Some of these may not
be able to be tested at this time.)
- If you find issues that are not covered on those two sheets, please add
them to the "Other Testing Feedback" sheet.

Please let me know if you have any questions about testing!
Terran


Terran McCanna, PINES Program Manager
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[Evergreen-general] Evergreen Feedback Fest: Midweek Update

[Terran McCanna via Evergreen-general]

Hi all!

Thank you to everyone who has participated in the Fall Feedback Fest
(alliteration++) so far!

   - 15 patches have been tested and signed off
   - 8 patches have been given a final review and committed to master
   - 4 new Launchpad tickets have been opened
   - 3 patches have been submitted or updated
   - 40 comments/tags/status updates have been made to open tickets

We still have two more days to go and there are currently four test servers
running with current code and 26 patches that are ready to test.

Tracking Sheet:
https://docs.google.com/spreadsheets/d/1r0RyFB_Sj1RHdVacylCNBt-YS3S7VlXguWYWMqk40so/edit#gid=0

As always, please let me know if you have any questions about participating!
Terran


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[Evergreen-general] Evergreen Feedback Fest Begins Today!

[Terran McCanna via Evergreen-general]

Good morning, everyone! This week is Evergreen Feedback Fest, where the
community gets together to test all of the current code as well as
potential code that may make it into Evergreen 3.10. Links of note:

*1. Current Test Servers*
There are three test servers up and running (Terran's Test Server,
Tiffany's Test Server, and MOBIUS's Test Server) with the current Evergreen
code plus additional proposed bug fixes and features that need to be
tested. Feedback on each item to be tested should be added to its
associated Launchpad ticket.
https://docs.google.com/spreadsheets/d/1r0RyFB_Sj1RHdVacylCNBt-YS3S7VlXguWYWMqk40so/edit?usp=sharing

*2. Logins and Data*
Each of the test servers has the Concerto test data installed, which is a
limited set of records and fictional users. The user names and passwords
for each user are available at:
https://wiki.evergreen-ils.org/doku.php?id=qa:concerto_logins

*3. General Testing Overview and Instructions*
https://wiki.evergreen-ils.org/doku.php?id=dev:bug_squashing

*4. Attention to Launchpad Tickets*
There are currently 2,835 open Launchpad tickets. Things you can do to help
get that number down:

   - Review tickets with the "bootstrapblocker" and "staffcatalogblocker" -
   these may need development or more information in order to move the new
   OPAC and new staff catalog forward.
   - Review old tickets to see if they are still valid in current Evergreen
   by testing against the provided test servers.
   - Add tags to any tickets that do not have tags.
   - Review tickets with the "New" status to see if you can confirm the
   reported bug or wishlist request, or if they need additional information.

Please let me know if you have any questions!
Terran


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Re: [Evergreen-general] Filling hold items from home library first

[Terran McCanna via Evergreen-general]

Also, if a branch isn't open every day but others are open that day, and
your library settings are configured to bypass the branch when closed, then
the holds targeter can target a copy at a copy at a different location on
that day.


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On Fri, Sep 16, 2022 at 12:24 PM Elaine Hardy via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> It could be an opportunistic hold -- an item is checked in that can
> fulfill the hold before the holds targeter runs to capture a local item for
> the hold.
>
> J. Elaine Hardy, PINES and Collaborative Projects Manager
> --
>
> Georgia Public Library Service
>
> 2872 Woodcock Blvd., Suite 250 | Atlanta, GA 30341
>
> (404) 235-7128 | eha...@georgialibraries.org
>
> (404) 548-4241 | Cell
>
> 
> 
> 
>
> Join our email list  for
> stories of Georgia libraries making an impact in our communities.
>
>
> It does not do to leave a live dragon out of your calculations, if you
> live near him. *— J.R.R. Tolkien*
>
>
>
> On Fri, Sep 16, 2022 at 11:47 AM Mark Massey via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
>> Our staff has noticed that some holds are filled from another library
>> before one of our locations. Is this a Hold Matrix Weights Configuration
>> setting or workstation settings > Default Search Library/Preferred Library?
>> Thank you!
>>
>>
>> Mark Massey
>>
>>
>>
>> Systems Analyst
>>
>> Camden County Library District
>>
>> 573-346-3424
>>
>> ma...@ccld.us
>>
>>
>> *https://www.ccld.us *
>>
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[Evergreen-general] Save the Dates! September 26-30 Feedback Fest

[Terran McCanna via Evergreen-general]

Our next Evergreen Feedback Fest will take place the week of September
26-30, 2022.

We will have several test servers set up with the most current code to give
you a chance to put them through their paces to ensure that the next
Evergreen release is as solid and reliable as possible. We will also load
newly submitted features and proposed bug fixes that need to be fully
tested before they can be added to the core code.

If you have have not participated in testing before, this is a great time
to get involved! There is more information at this page, and you can always
email me directly with any questions you have:

https://wiki.evergreen-ils.org/doku.php?id=dev:bug_squashing

I'll send out more information about how to access the test servers and
what features/fixes have been loaded onto them closer to the start date.

Cheers!
Terran

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

[Terran McCanna via Evergreen-general]

In my opinion, the thing that would make Hold Groups much more usable would
be the ability to see all Hold Groups for a branch or system at once. As it
stands, when you pull up a list of existing hold groups it only shows your
own:

https://bugs.launchpad.net/evergreen/+bug/1955999

There is also some missing functionality in the Angular Staff Catalog that
still needs to be added for feature parity:

https://bugs.launchpad.net/evergreen/+bug/1918183


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On Tue, Aug 23, 2022 at 10:03 AM Chauncey Montgomery via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Our library was involved in supporting the initial development of this
> feature, because we wanted a way to easily place holds for multiple patrons
> on popular authors.  Using the concept of item buckets and patron buckets
> that allowed for batch processing, we thought we could easily expand that
> functionality to include batch hold processing.
>
> There is a learning curve to the feature, as pointed out by Terran, but
> once you get the hang of it, it is pretty easy.  I hope that eventually,
> patrons will be able to manage hold groups themselves, but as it is now
> staff manage them.  We had to start simple.  Perhaps if enough consortia
> start using the feature, we can fund additional development.
>
> In the meantime, we created a simple online form where patrons can select
> authors that they want to subscribe to.  The form data gets sent to our
> technical services staff, who are responsible for adding and deleting
> patrons to the hold groups.  They are also responsible for placing the
> holds when a new title arrives.
>
> Our patrons love the feature because they no longer need to constantly
> watch for release dates for their favorite authors.  For example, they know
> that if James Patterson has a new title coming out, they will automatically
> be placed on hold for the title.
>
> In addition to making life easier for patrons, hold groups are an
> excellent way for us to plan for demand.  The number of patrons in a hold
> group helps us determine how many initial copies of a title we need to
> purchase.  It takes some of the guesswork out of purchasing.
>
> If you have additional questions, let me know.
>
> Cheers.
> CM
> --
> Chauncey G. Montgomery
> Director/Fiscal Officer
> Community Library | Sunbury, Ohio
> 740-965-3901 | www.yourcl.org
>
> On 8/22/22 10:00 AM, Misty via Evergreen-general wrote:
> > I use this feature all the time. I like it because it makes everything
> more fair to the patrons by being randomized :)
> >
> > /*Misty Morse [She/Her]
> > Librarian Assistant/Cataloger/Notary Public
> > Clinton Public Library
> > */*765-832-8349
> > 313 S. 4th St. Clinton, In.,478**42*
> > *“Reading one book is like eating one potato chip"*― Diane Duane, So You
> Want to Be a Wizard <https://www.goodreads.com/work/quotes/3464>
> >
> >
> > On Mon, Aug 22, 2022 at 09:57 AM, Terran McCanna via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
> >
> > Hold Groups are specialized User Buckets that allow you to save a
> group of users that you want to be able to place holds for all at once. For
> example, you could have a book club hold group that allows you to

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

[Terran McCanna via Evergreen-general]

Hold Groups are specialized User Buckets that allow you to save a group of
users that you want to be able to place holds for all at once. For example,
you could have a book club hold group that allows you to place each month's
selection on hold for all members at once instead of one patron at a time.
Or a list of patrons who want the next James Patterson book placed on hold
as soon as it is available.


Terran McCanna, PINES Program Manager
--

Georgia Public Library Service | University System of Georgia

2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

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

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

> Ok, someone explain, what are hold groups and what are they used for?
>
>
>
> -Original Message-
> From: "Diane Disbro via Evergreen-general" <
> evergreen-general@list.evergreen-ils.org>
> Sent: Monday, August 22, 2022 9:13am
> To: "Evergreen Discussion Group"  >
> Cc: "Diane Disbro" 
> Subject: [Evergreen-general] Are you using Hold Groups?
>
> Good morning -
> My library will begin offering Hold Groups to patrons in October. Are
> those of you who already use Hold Groups happy with how it works?
> Thank you.
> Diane Disbro
> Pronouns: she/her
> Circulation Coordinator
> Scenic Regional Library
> 251 Union Plaza Drive
> Union, MO 63084
> (636) 583-0652 ext  110
> ddis...@scenicregional.org
>
>
>
>
>
> ___
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Re: [Evergreen-general] Are you using Hold Groups?

[Terran McCanna via Evergreen-general]

We have had them available since January, but not many of our libraries are
taking advantage of them.

We did a lot of internal testing before we rolled them out though, and I
thought they were really useful. There's a slight learning curve, but it's
not too bad.

Terran McCanna, PINES Program Manager
--

Georgia Public Library Service | University System of Georgia

2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

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

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On Mon, Aug 22, 2022 at 9:13 AM Diane Disbro via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Good morning -
>
> My library will begin offering Hold Groups to patrons in October. Are
> those of you who already use Hold Groups happy with how it works?
>
> Thank you.
> Diane Disbro
> Pronouns: she/her
> Circulation Coordinator
> Scenic Regional Library
> 251 Union Plaza Drive
> Union, MO 63084
> (636) 583-0652 ext  110
> ddis...@scenicregional.org
>
> ___
> Evergreen-general mailing list
> Evergreen-general@list.evergreen-ils.org
> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>
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Re: [Evergreen-general] UPDATE_COPY permission

[Terran McCanna via Evergreen-general]

This one is also related:

https://bugs.launchpad.net/evergreen/+bug/1951469


Terran McCanna, PINES Program Manager
--

Georgia Public Library Service | University System of Georgia

2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

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

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On Wed, Aug 17, 2022 at 2:29 PM Frasur, Ruth  wrote:

> Terran,
>
>
>
> Thank you.  This is exactly the ticket I’ve been trying to hunt down.
>
>
>
> 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:* Terran McCanna 
> *Sent:* Wednesday, August 17, 2022 2:27 PM
> *To:* Evergreen Discussion Group  >
> *Cc:* Frasur, Ruth 
> *Subject:* Re: [Evergreen-general] UPDATE_COPY permission
>
>
>
>  This is an EXTERNAL email. Exercise caution. DO NOT open attachments
> or click links from unknown senders or unexpected email. 
> --
>
> Yes, there should be a separate perm for just UPDATE_BARCODE so that staff
> with minimal circ perms can replace barcodes when needed without having
> access to change other properties.
>
>
>
> There is a wish list ticket for this:
>
> https://bugs.launchpad.net/evergreen/+bug/1929593
>
>
>
>
>
>
>
> *Terran McCanna, PINES Program Manager*
> --
>
> *Georgia Public Library Service | University System of Georgia*
>
> 2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341
>
> (404) 235-7138 | tmcca...@georgialibraries.org
>
> http://help.georgialibraries.org
> 
> | h...@georgialibraries.org
>
>
>
>
> 
> 
> 
>
> *Join our email list*
> 
>  *for
> stories of Georgia libraries making an impact in our communities.*
>
>
>
>
>
>
>
> On Wed, Aug 17, 2022 at 2:18 PM Frasur, Ruth via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
> That was my fear.  Alas.  That UPDATE_COPY permission is a little too
> powerful for my liking.
>
>
>
> 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 *Lindsay
> Stratton via Evergreen-general
> *Sent:* Wednesday, August 17, 2022 2:16 PM
> *To:* Evergreen Discussion Group  >
> *Cc:* Lindsay Stratton 
> *Subject:* Re: [Evergreen-general] UPDATE_COPY permission
>
>
>
>  This is an EXTERNAL email. Exercise caution. DO NOT open attachments
> or click links from unknown senders or unexpected email. 
> --
>
> Yes, replacing a barcode requires the UPDATE_COPY permission.
>
>
>
> However, if one is attempting to use the Replace Barcode function, from
> the Circulation Menu or an Actions menu, it will silently fail. Editing a
> barcode in the holdings editor displays the permission failure dialogue.
>
>
>
>
> *Lindsay Stratton*
>
> *Systems Librarian*
>
> Westchester Library System
>
> 570 Taxter Rd., 4th Floor
>
> Elmsford, NY 10523
>
> lstrat...@wlsmail.org
>
>
>
>
>
> On Wed, Aug 17, 2022 at 2:09 PM Frasur, Ruth via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
> Am I understanding correctly that this permission is required to be able
> to replace a barcode?  I don’t see a specific item barcode permission (but
> I’m going to keep hunting until someone stops me).
>
>
>
> 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
>
>
>
> ___
> Evergreen-general mailing 

Re: [Evergreen-general] UPDATE_COPY permission

[Terran McCanna via Evergreen-general]

Yes, there should be a separate perm for just UPDATE_BARCODE so that staff
with minimal circ perms can replace barcodes when needed without having
access to change other properties.

There is a wish list ticket for this:
https://bugs.launchpad.net/evergreen/+bug/1929593



Terran McCanna, PINES Program Manager
--

Georgia Public Library Service | University System of Georgia

2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

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

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






Join our email list  for stories of Georgia
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On Wed, Aug 17, 2022 at 2:18 PM Frasur, Ruth via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> That was my fear.  Alas.  That UPDATE_COPY permission is a little too
> powerful for my liking.
>
>
>
> 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 *Lindsay
> Stratton via Evergreen-general
> *Sent:* Wednesday, August 17, 2022 2:16 PM
> *To:* Evergreen Discussion Group  >
> *Cc:* Lindsay Stratton 
> *Subject:* Re: [Evergreen-general] UPDATE_COPY permission
>
>
>
>  This is an EXTERNAL email. Exercise caution. DO NOT open attachments
> or click links from unknown senders or unexpected email. 
> --
>
> Yes, replacing a barcode requires the UPDATE_COPY permission.
>
>
>
> However, if one is attempting to use the Replace Barcode function, from
> the Circulation Menu or an Actions menu, it will silently fail. Editing a
> barcode in the holdings editor displays the permission failure dialogue.
>
>
>
>
> *Lindsay Stratton*
>
> *Systems Librarian*
>
> Westchester Library System
>
> 570 Taxter Rd., 4th Floor
>
> Elmsford, NY 10523
>
> lstrat...@wlsmail.org
>
>
>
>
>
> On Wed, Aug 17, 2022 at 2:09 PM Frasur, Ruth via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
> Am I understanding correctly that this permission is required to be able
> to replace a barcode?  I don’t see a specific item barcode permission (but
> I’m going to keep hunting until someone stops me).
>
>
>
> 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
>
>
>
> ___
> 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
>
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[Evergreen-general] Bug Squashing Week: Final Report

[Terran McCanna via Evergreen-general]

Huge thank yous and congratulations to everyone who participated in Bug
Squashing Week!

There were a whopping 46 patches that were tested and signed off  - woo!

I'd also like to particularly thank the folks who went through the testing
checklist for the Angular Circ / Patron interfaces to - that was an
enormous amount of work!

The summary page is here:
https://wiki.evergreen-ils.org/doku.php?id=dev:bug_squashing:2022-07#stats

And the full details are here:
https://docs.google.com/spreadsheets/d/1uMIU7TolaIc2PHR35g1uonudBLQkI3ED4r5BcCU8Xak/edit#gid=1642992375

Have a great week, everyone!
Terran


Terran McCanna, PINES Program Manager
--

Georgia Public Library Service | University System of Georgia

2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

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

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






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Re: [Evergreen-general] One more receipt template question w/ a scoop of gratitude

[Terran McCanna via Evergreen-general]

Thanks, Garry, that's much cleaner!

Terran McCanna, PINES Program Manager
--

Georgia Public Library Service | University System of Georgia

2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

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

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

<https://www.facebook.com/georgialibraries>
<https://www.twitter.com/georgialibs>
<https://www.instagram.com/georgialibraries/>
<https://www.twitter.com/georgialibs>

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On Fri, Jul 29, 2022 at 1:55 PM Garry Collum via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Ternary operators do work in print templates, so if the variables are
> available in the template, you could do something like this.
>
> {staff.pref_family_name ? staff.pref_family_name : staff.family_name}
>
>
> This will print staff.family_name if staff.pref_family_name is not
> available.
>
> --
> *From:* Evergreen-general <
> evergreen-general-boun...@list.evergreen-ils.org> on behalf of Terran
> McCanna via Evergreen-general 
> *Sent:* Friday, July 29, 2022 1:21 PM
> *To:* Evergreen Discussion Group  >
> *Cc:* Terran McCanna 
> *Subject:* Re: [Evergreen-general] One more receipt template question w/
> a scoop of gratitude
>
> You could try using staff.pref_first_given_name and staff.pref_family_name
> but I haven't actually tested to confirm they are available to a receipt.
> If they aren't, then it would require a bit of development to flesh out
> that data.
>
> If they ARE available, you could do IF conditions as such:
>
> [image: image.png]
> (pasting screenshot since I suspect code snippets won't display in an
> email properly)
>
> I can't remember off the top of my head if you can use ternary operators
> in print templates, but that would be more concise.
>
>
> Terran McCanna, PINES Program Manager
> --
>
> Georgia Public Library Service | University System of Georgia
>
> 2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341
>
> (404) 235-7138 | tmcca...@georgialibraries.org
>
> http://help.georgialibraries.org | h...@georgialibraries.org
>
> <https://www.facebook.com/georgialibraries>
> <https://www.twitter.com/georgialibs>
> <https://www.instagram.com/georgialibraries/>
> <https://www.twitter.com/georgialibs>
>
> Join our email list <http://georgialibraries.org> for stories of Georgia
> libraries making an impact in our communities.
>
>
>
> On Fri, Jul 29, 2022 at 10:32 AM Frasur, Ruth via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
> Hello all,
>
>
>
> I come to you again asking for your knowledge.  Thank you to everyone who
> provided code snippets and links to code snippets for adding “You saved…”
> information to receipt templates.  Another request has come through that is
> a little more complex.  An EI member library is asking about any way to
> conditionally include, in a receipt template, a preferred staff (user) name
> if it exists in lieu of the “proper” staff name.
>
>
>
> 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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> Evergreen-general@list.evergreen-ils.org
> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>
> ___
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>
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Re: [Evergreen-general] One more receipt template question w/ a scoop of gratitude

[Terran McCanna via Evergreen-general]

Does the " | json" trick display everything that's actually available at
run time, or does it only display the fields that are in the print preview
scope data? Or does that depend on whether you're previewing or printing?

I've noticed differences here and there between what is available in the
preview scope data defined in
/var/web/js/ui/default/staff/admin/workstation/app.js and what is actually
available during printing.

Terran McCanna, PINES Program Manager
--

Georgia Public Library Service | University System of Georgia

2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

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

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On Fri, Jul 29, 2022 at 11:14 AM Dan Briem via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Something like this might work:
>
>  ng-show="staff.pref_first_given_name">{{staff.pref_first_given_name}} ng-hide="staff.pref_first_given_name">{{staff.first_given_name}}
>
> If you were looking for a different staff attribute, you can see what's
> available by temporarily putting {{staff | json}} into the template
> somewhere and it should output everything available in the preview
> (obviously you want to remember to remove it when you're done).
>
> On Fri, Jul 29, 2022 at 10:32 AM Frasur, Ruth via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
>> Hello all,
>>
>>
>>
>> I come to you again asking for your knowledge.  Thank you to everyone who
>> provided code snippets and links to code snippets for adding “You saved…”
>> information to receipt templates.  Another request has come through that is
>> a little more complex.  An EI member library is asking about any way to
>> conditionally include, in a receipt template, a preferred staff (user) name
>> if it exists in lieu of the “proper” staff name.
>>
>>
>>
>> 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
>>
>>
>> ___
>> Evergreen-general mailing list
>> Evergreen-general@list.evergreen-ils.org
>> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>>
>
>
> --
> Dan Briem
> Harrison Public Library
> 2 Bruce Ave. Harrison, NY 10528
> (914) 835-0324
> harrisonpl.org 
> ___
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Re: [Evergreen-general] One more receipt template question w/ a scoop of gratitude

[Terran McCanna via Evergreen-general]

You could try using staff.pref_first_given_name and staff.pref_family_name
but I haven't actually tested to confirm they are available to a receipt.
If they aren't, then it would require a bit of development to flesh out
that data.

If they ARE available, you could do IF conditions as such:

[image: image.png]
(pasting screenshot since I suspect code snippets won't display in an email
properly)

I can't remember off the top of my head if you can use ternary operators in
print templates, but that would be more concise.


Terran McCanna, PINES Program Manager
--

Georgia Public Library Service | University System of Georgia

2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

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

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






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On Fri, Jul 29, 2022 at 10:32 AM Frasur, Ruth via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Hello all,
>
>
>
> I come to you again asking for your knowledge.  Thank you to everyone who
> provided code snippets and links to code snippets for adding “You saved…”
> information to receipt templates.  Another request has come through that is
> a little more complex.  An EI member library is asking about any way to
> conditionally include, in a receipt template, a preferred staff (user) name
> if it exists in lieu of the “proper” staff name.
>
>
>
> 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
>
>
> ___
> Evergreen-general mailing list
> Evergreen-general@list.evergreen-ils.org
> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>
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[Evergreen-general] Bug Squashing Week: One More Day!

[Terran McCanna via Evergreen-general]

*Testing Status *
There have now been 38 patches signed off! Current state of test servers:

   - 12 more bug fixes have been loaded onto the community test servers and
   are ready to test!
   - 1 Hatch update is ready to test
   - The Angular Circ/Patron interfaces and Self-Check have been tested a
   lot, but could still use more eyes on them.

Test server info:
https://docs.google.com/spreadsheets/d/1uMIU7TolaIc2PHR35g1uonudBLQkI3ED4r5BcCU8Xak/edit#gid=0

*Launchpad Bug Updates *

There are a lot of very old bugs in Launchpad that may no longer be valid,
and also a lot that have been reported by not independently confirmed, so
if you have a little time on Friday, it would be a great help if you took a
look at some of them.


   1. Go to https://bugs.launchpad.net/evergreen
   2. Pick an area you are familiar with to work on either by searching or
   using the tags on the right.
   3. You can use the column headers to sort those by age or by status (if
   you're not seeing all of the available columns, click on the little "gear"
   icon to control what you see).
   4. Things you can do:
  - Check tickets that have a status of "New" - if you can verify the
  problem (or if it's a wish list request, then you agree with the
request),
  then click the pencil icon next to "New" under the Status column
at the top
  and then select Confirmed. Feel free to add a comment with any additional
  information or explanation as well. If you understand the ticket
but cannot
  replicate the problem, please add a comment.
  - Check old tickets to see if they are still valid and add a comment.
  For example: "Still a problem in Evergreen 3.9." or "No longer a
problem in
  Evergreen 3.9."
  - If you see tickets that do not have any tags, review the official
  tag list (https://wiki.evergreen-ils.org/doku.php?id=dev:lp_tags) and
  add at least one tag. This will make those tickets much more
discoverable.
  If you are looking at the full list of tickets you can use the
gear icon to
  display the Tags column and then click on the Tags header twice
to reverse
  sort to see the ones with no assigned tags.

Thanks, everyone!
Terran



Terran McCanna, PINES Program Manager
--

Georgia Public Library Service | University System of Georgia

2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

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

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






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

[Terran McCanna via Evergreen-general]

We have an example here:
https://pines.georgialibraries.org/dokuwiki/doku.php?id=admin:workstations:receipts#subtotals

Terran McCanna, PINES Program Manager
--

Georgia Public Library Service | University System of Georgia

2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

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

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On Thu, Jul 28, 2022 at 3:31 PM Frasur, Ruth via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> 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
>
>
> ___
> Evergreen-general mailing list
> Evergreen-general@list.evergreen-ils.org
> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>
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[Evergreen-general] Bug Squashing Week: Thursday Update

[Terran McCanna via Evergreen-general]

Hey everybody!

Huge thank yous to everyone who has participated in Bug Squashing Week so
far!


*Testers: *
There have been 33 patches tested and signed off so far! Nice job! Plus, I
want to give a special shout out to the people who have been diligently
testing all of the Angular circ & patron interfaces: Lindsay Stratton,
Susan Morrison, John Amundson, Brett French, and Chrystal Messam. (If I
have overlooked your name, please let me know!)

Several of the test servers have been refreshed with additional patches to
test, so if you have some time today or tomorrow, please check the testing
spreadsheet for details:

https://docs.google.com/spreadsheets/d/1uMIU7TolaIc2PHR35g1uonudBLQkI3ED4r5BcCU8Xak/edit#gid=0

More testing is needed in a few areas of the new Angular circ interfaces,
particularly with the field display/requirement settings:
https://docs.google.com/spreadsheets/d/1PL04fcjom0l2xuum_Do-w04asn-ifAEHwuBY6yWIESQ/edit#gid=218160358

*Core Committers: *
There are currently 54 patches that have been signed off. If each of you
could take on 3 or 4 of those, that would make that mountain into a
molehill! This is the list:

https://bit.ly/3oxOgqi

*Developers & Sys Admins: *
There are around 50 pullrequests for changes that can't readily be tested
by end users on a community test server. Some of them have been hanging
around for quite a long time and could really use some expert eyes on them
- if you scroll down on the pull request tab, you'll see them grouped at
the bottom:

https://docs.google.com/spreadsheets/d/1uMIU7TolaIc2PHR35g1uonudBLQkI3ED4r5BcCU8Xak/edit#gid=984932811


Terran McCanna, PINES Program Manager
--

Georgia Public Library Service | University System of Georgia

2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

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

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






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[Evergreen-general] Bug Squashing Week: Tuesday Update

[Terran McCanna via Evergreen-general]

Hey all!

Testing has great momentum so far and 21 patches have been signed off - woo!

Three of the 6 test servers have had their patches fully tested, so they're
being updated with more shiny new patches. Here is the spreadsheet with all
of the test server info:

https://docs.google.com/spreadsheets/d/1uMIU7TolaIc2PHR35g1uonudBLQkI3ED4r5BcCU8Xak/edit#gid=0


Thanks to everyone that has contributed your time and expertise so far. If
you haven't had a chance to do any testing yet, there is still plenty of
time to jump in there!

As always, let me know if you have any questions about how to test or
provide feedback.

Cheers,
Terran



Terran McCanna, PINES Program Manager
--

Georgia Public Library Service | University System of Georgia

2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

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

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






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[Evergreen-general] Bug Squashing Week Begins Today!

[Terran McCanna via Evergreen-general]

 Hi everyone!

This week (August 25-29) is Evergreen Bug Squashing Week, focused on
getting bug fixes tested and approved. Notes:

1) There are 4 test servers that are loaded up with bug fixes and new
features and ready to test. All of them have the Concerto test data set
installed. Details for all test servers and the list of changes each one of
them has installed are at:

https://docs.google.com/spreadsheets/d/1uMIU7TolaIc2PHR35g1uonudBLQkI3ED4r5BcCU8Xak/edit?usp=sharing

2) With the exception of Bill's test server, please leave your feedback on
the related Launchpad ticket that is linked in the spreadsheet. I will
update this spreadsheet throughout each day with the testing progress.

3) For Bill's test server, there is a link to a separate list of task to
tests and you can provide feedback directly on that sheet - just click the
button to request Edit access and I will get notified and approve it for
you.

4) There are some handy links at the top to the Concerto logins you can
use, general bug squashing instructions and guidelines, etc. And of course,
you are welcome to take a look at other bug reports and patches that are in
Launchpad as well!

If you have any questions about how to test or provide feedback, feel free
to email me directly.

Happy testing!
Terran

Terran McCanna, PINES Program Manager
--

Georgia Public Library Service | University System of Georgia

2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

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

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






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Re: [Evergreen-general] 'ATTEMPT'

[Terran McCanna via Evergreen-general]

Hello,

The email and text messages are customizable through the Notification
Action Triggers interface. The permissions to use that interface are
generally restricted to administrators, so I would recommend contacting
whoever is administering Evergreen for you with your wording change
requests.

I don't know if this may be helpful or not, but this is the wording that we
use on our notices:
https://pines.georgialibraries.org/dokuwiki/doku.php?id=circ:notification-wording


Best wishes,
Terran

Terran McCanna, PINES Program Manager
--

Georgia Public Library Service | University System of Georgia

2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

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

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






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On Thu, Jul 21, 2022 at 12:29 PM Terri Moser via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> This word is killing our customer service!!! The renewal message has got
> to change!
> Is the text/email message a universal Evergreen message or can I write my
> own.
> I am so tired of explaining renewals to our patrons. There has got to be a
> better way.
> Anyone else having issues with this?
> 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
> ___
> Evergreen-general mailing list
> Evergreen-general@list.evergreen-ils.org
> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>
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Re: [Evergreen-general] Capture Holds interface

[Terran McCanna via Evergreen-general]

Thanks all, I've created a launchpad ticket at
https://bugs.launchpad.net/evergreen/+bug/1982012

Terran McCanna, PINES Program Manager
--

Georgia Public Library Service | University System of Georgia

2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

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

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

<https://www.facebook.com/georgialibraries>
<https://www.twitter.com/georgialibs>
<https://www.instagram.com/georgialibraries/>
<https://www.twitter.com/georgialibs>

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On Mon, Jul 18, 2022 at 12:44 PM Jennifer Pringle via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> I also agree that it's superfluous.  We ignore it when training new
> libraries unless they ask about it.
>
> Jennifer
>
> Quoting "Frasur, Ruth via Evergreen-general"
> :
>
> > I think it’s just about having that preconfigured interface for some
> > circ staff so they don’t have to worry about check-in modifiers.  I
> > agree that it’s superfluous.
> >
> > 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
> >  On Behalf Of
> > Terran McCanna via Evergreen-general
> > Sent: Thursday, July 14, 2022 3:58 PM
> > To: Evergreen Discussion Group  >
> > Cc: Terran McCanna 
> > Subject: [Evergreen-general] Capture Holds interface
> >
> >  This is an EXTERNAL email. Exercise caution. DO NOT open
> > attachments or click links from unknown senders or unexpected email.
> > 
> > 
> > Dear Hive Brain,
> >
> > I've been working with Evergreen for a long time now, but I still
> > don't understand the purpose for having a separate "Capture Holds"
> > interface when it appears to have the same functionality as the
> > "Check In" interface.
> >
> > What am I missing?
> >
> >
> >
> > [
> https://lh6.googleusercontent.com/fJoF6o0xl9XByQZmykva1sv2n_cKGUXL_BH4crkpJgSqDu-yU7-5jIypuXBsEuoXCCBAAUQ2jUztJlZDNUVOlwl1bWZIL1W4wmFuEEzCLVMxUyhzdkV7jkcRcdZZni2z8OPz4xJA
> ]
> >
> > Terran McCanna, PINES Program Manager
> >
> > 
> >
> > Georgia Public Library Service | University System of Georgia
> >
> > 2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341
> >
> > (404) 235-7138 |
> > tmcca...@georgialibraries.org<mailto:tmcca...@georgialibraries.org>
> >
> >
> > http://help.georgialibraries.org<
> https://protect2.fireeye.com/v1/url?k=31323334-50bba2bf-31367a34-4544474f5631-d7e884baa02aea10=1=078cd7b7-52ba-4126-91fd-4041a9a29b2e=http%3A%2F%2Fhelp.georgialibraries.org%2F>
> |
> > h...@georgialibraries.org<mailto:h...@georgialibraries.org>
> >
> >
> >
> > [
> https://lh4.googleusercontent.com/77DYzuoZ-zqC0pyQuYNKCrWaPuOANHsYTJze0JxE_iK4yW2sCswywdPCC8hCHOIyhO7KKIO-L6dlN1wIqdHFcyJmTa1fuc5Ok34dR8FQTtZHawpgNmovGxjg9RS0-WI74dFDHw0_
> ]<
> https://protect2.fireeye.com/v1/url?k=31323334-50bba2bf-31367a34-4544474f5631-182506972c487026=1=078cd7b7-52ba-4126-91fd-4041a9a29b2e=https%3A%2F%2Fwww.facebook.com%2Fgeorgialibraries
> >[
> https://lh4.googleusercontent.com/1bKX66xWgHe-v5FD5l-hYX4FrZDXi1Y2aKr0DZLDA_oEHy7s01WVqgVilQcwGBzRQZAg3yOePmZncGwtiYGSgavOkb0T5Tj3c46iUJ7ZE7h-MUEhVwXQs7Oc3cahIYMN2SGlk_6b
> ]<
> https://protect2.fireeye.com/v1/url?k=31323334-50bba2bf-31367a34-4544474f5631-50a85ecebced0abe=1=078cd7b7-52ba-4126-91fd-4041a9a29b2e=https%3A%2F%2Fwww.twitter.com%2Fgeorgialibs
> >[
> https://lh3.googleusercontent.com/U7PH5YIQnuRvbeMnGOlJAEPAre7Zqx_I6IDJAtJVwUDCp1-TmjSwP_x21qKx8ApsbcaILIuSpL3Pzau2Rz-phR_4IPcLR4LrIha_JMDHqombNtsfa1uhXcYS02QWTAyYqSf3ES_n
> ]<https://www.instagram.com/georgialibraries/>
> >
> > Join our email
> > list<
> https://protect2.fireeye.com/v1/url?k=31323334-50bba2bf-31367a34-4544474f5631-0f926b504be84a09=1=078cd7b7-52ba-4126-91fd-4041a9a29b2e=http%3A%2F%2Fgeorgialibraries.org%2F>
> for stories of Georgia libraries making an impact in our
> > communities.
>
>
> --
> 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] Testing instructions for new Angular Circ/Patron interfaces

[Terran McCanna via Evergreen-general]

Hello everyone,

Bill Erickson's work on the Angular circulation / patron interfaces is
nearly complete but will require thorough testing before it is included in
the next version of Evergreen to ensure that no functions are lost or
broken.

To assist with testing, Bill and I have each put up a test server and I've
created a spreadsheet breaking down all of the testing needs into (somewhat
distinct) tasks. The next Bug Squashing Week begins on July 25, but since
this is such a large project I wanted to give people a chance to get
started on testing before then.

Here is the sheet (instructions are on the first tab, tasks on the second
tab):
https://docs.google.com/spreadsheets/d/1PL04fcjom0l2xuum_Do-w04asn-ifAEHwuBY6yWIESQ/edit?usp=sharing

Please feel free to contact me off-list if you have any questions about how
to test.

Thank you!
Terran



Terran McCanna, PINES Program Manager
--

Georgia Public Library Service | University System of Georgia

2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

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

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






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[Evergreen-general] Capture Holds interface

[Terran McCanna via Evergreen-general]

Dear Hive Brain,

I've been working with Evergreen for a long time now, but I still don't
understand the purpose for having a separate "Capture Holds" interface when
it appears to have the same functionality as the "Check In" interface.

What am I missing?


Terran McCanna, PINES Program Manager
--

Georgia Public Library Service | University System of Georgia

2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

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

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






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[Evergreen-general] Save the Date: Bug Squashing Week!

[Terran McCanna via Evergreen-general]

The next Evergreen Community Bug Squashing Week will be held the week of
July 25-July 29, 2022.

I will send out more details closer to the date, but you can get an
overview of the different ways you can participate here:
https://wiki.evergreen-ils.org/doku.php?id=dev:bug_squashing



Terran McCanna, PINES Program Manager
--

Georgia Public Library Service | University System of Georgia

2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

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

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






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Re: [Evergreen-general] Circ-Inventory

[Terran McCanna via Evergreen-general]

We do. Here are the instructions we give our staff:

https://pines.georgialibraries.org/dokuwiki/doku.php?id=cat:inventory



Terran McCanna, PINES Program Manager
--

Georgia Public Library Service | University System of Georgia

2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

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

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






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On Mon, Jun 27, 2022 at 11:28 AM Terri Moser via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Does anyone do inventory using  Evergreen inventory feature?
> 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
> ___
> Evergreen-general mailing list
> Evergreen-general@list.evergreen-ils.org
> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>
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Re: [Evergreen-general] STAFF INITIALS-new accounts

[Terran McCanna via Evergreen-general]

Here you go:
https://docs.evergreen-ils.org/eg/docs/latest/admin/surveys.html



Terran McCanna, PINES Program Manager
--

Georgia Public Library Service | University System of Georgia

2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

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

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






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On Thu, May 26, 2022 at 12:37 PM Terri Moser  wrote:

> Please tell me more about the survey function!! I have never heard of that.
> Terri Moser
> Circulation Supervisor
> Neosho Newton County Library
>"Never let a problem to be solved become more important
> than a person to be loved."
>-Thomas S. Monson
>
>
> On Thu, May 26, 2022 at 11:03 AM Terran McCanna <
> tmcca...@georgialibraries.org> wrote:
>
>> Some of our libraries do this by using the Survey function so they can
>> not only track who created it, but also who updated it
>>
>> Terran McCanna, PINES Program Manager
>> --
>>
>> Georgia Public Library Service | University System of Georgia
>>
>> 2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341
>>
>> (404) 235-7138 | tmcca...@georgialibraries.org
>>
>> http://help.georgialibraries.org | h...@georgialibraries.org
>>
>> 
>> 
>> 
>> 
>>
>> Join our email list  for stories of Georgia
>> libraries making an impact in our communities.
>>
>>
>>
>> On Thu, May 26, 2022 at 11:47 AM Terri Moser via Evergreen-general <
>> evergreen-general@list.evergreen-ils.org> wrote:
>>
>>> I would like to figure out where to include staff initials on our new
>>> patron accounts. Does anyone require this info? It is really helpful when
>>> training new staff to know "who" entered the data.
>>> Terri Moser
>>> Circulation Supervisor
>>> Neosho Newton County Library
>>>"Never let a problem to be solved become more important
>>> than a person to be loved."
>>>-Thomas S. Monson
>>> ___
>>> Evergreen-general mailing list
>>> Evergreen-general@list.evergreen-ils.org
>>> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>>>
>>
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Re: [Evergreen-general] STAFF INITIALS-new accounts

[Terran McCanna via Evergreen-general]

Some of our libraries do this by using the Survey function so they can not
only track who created it, but also who updated it

Terran McCanna, PINES Program Manager
--

Georgia Public Library Service | University System of Georgia

2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

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

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






Join our email list  for stories of Georgia
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On Thu, May 26, 2022 at 11:47 AM Terri Moser via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> I would like to figure out where to include staff initials on our new
> patron accounts. Does anyone require this info? It is really helpful when
> training new staff to know "who" entered the data.
> Terri Moser
> Circulation Supervisor
> Neosho Newton County Library
>"Never let a problem to be solved become more important
> than a person to be loved."
>-Thomas S. Monson
> ___
> Evergreen-general mailing list
> Evergreen-general@list.evergreen-ils.org
> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>
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Re: [Evergreen-general] Setting up a trigger for overdue items notification

[Terran McCanna via Evergreen-general]

My first thought was perhaps the "Daily" granularity isn't set up in your
cron jobs properly.

Also, you may want to check the Trigger Event Environment (by clicking on
the action trigger title rather than on the row) to make sure it has all
the field paths you need.

This is how we have our 10-day notice set up:

*Trigger Event Environment:*
billable_transaction.summary
circ_lib
circ_lib.billing_address
target_copy.call_number
usr
usr.card
usr.home_ou
usr.home_ou.billing_address
usr.home_ou.hours_of_operation
usr.home_ou.mailing_address
usr.home_ou.parent_ou

*Settings:*
Owning Library: PINES
Name: 10 Day Overdue Email Notification
Hook: checkout.due
Enabled: (checked)
Processing Delay: 10 days
Processing Delay Content Field: due_date
Processing Group Context Field: usr
Reactor: SendEmail
Validator: CircIsOverdue
Context Bib Path: target_copy.call_number.record
Context Item Path: target_copy
Context Library Path: circ_lib
Context User Path: usr
Granularity: overdue-notices
Max Event Validity Delay: 11 days
Retention Interval: 6 mons

*Template: *
[%- USE date -%]
[%- user = target.0.usr -%]
[%- homelib = user.home_ou -%]
To: [%- params.recipient_email || user.email %]
From: [%- helpers.get_org_setting(homelib.id, 'org.bounced_emails') ||
homelib.email || params.sender_email || default_sender %]
Reply-To: [%- helpers.get_org_setting(homelib.id, 'org.bounced_emails') ||
homelib.email || params.sender_email || default_sender %]
Date: [%- date.format(date.now, '%a, %d %b %Y %T -', gmt => 1) %]
Subject: [PINES] Overdue Library Materials

Attention:   [% user.first_given_name %] [% user.family_name %]
Card Number: [% user.card.barcode %]

Our records indicate the following items are 10 days or more overdue.

[% FOR circ IN target %]
 [%- copy_details = helpers.get_copy_bib_basics(circ.target_copy.id) -%]
 Title:[% copy_details.title FILTER ucfirst %]
 Author:   [% copy_details.author FILTER ucfirst %]
 Call No:  [% circ.target_copy.call_number.label %]
 Barcode:  [% circ.target_copy.barcode %]
 Checked Out At: [% circ.circ_lib.name %]
 Due Date: [% date.format(helpers.format_date(circ.due_date),
'%m-%d-%Y') %]

[% END %]

Overdue fines will continue to accrue until items are returned. Items may
be returned and fines paid at any PINES member library. Some libraries also
accept online payments at: https://gapines.org/login

If you have any questions, please contact your home library at:

 [% homelib.parent_ou.name %]
 [% homelib.name %]
 [%- SET addr = homelib.mailing_address -%]
 [%- IF !addr -%] [%- SET addr = homelib.billing_address -%] [%- END %]
 [% addr.street1 %] [% addr.street2 %]
 [% addr.city %], [% addr.state %] [% addr.post_code %]
 [% homelib.phone %]
 [% homelib.email %]

 [%- SET liburl = helpers.get_org_setting(homelib.id, 'lib.info_url')
-%]
 [% liburl %]

 (Please have your library card number available.)


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Terran McCanna, PINES Program Manager
--

Georgia Public Library Service | University System of Georgia

2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

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

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






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libraries making an impact in our communities.



On Mon, May 2, 2022 at 2:26 AM Linda Jansová via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Dear all,
>
> We are on Evergreen 3.6.4 and are trying to make the following trigger
> (notification email) work. We have some other notification emails working
> correctly, so I suppose we probably have something wrong with the trigger
> configuration itself rather than with the email server.
>
> This notification is supposed to send an email to users who have not
> returned their checked-out item(s) in time - it should send the message one
> day after the due date.
>
> Currently, we have the following setup:
>
> *Owning Library*: JAB
>
> *Name: *1 Day Overdue Email Notification - Jabok
>
> *Hook:* checkout.due
>
> *Enabled:* True
>
> *Processing Delay:* 1 day
>
> *Processing Delay Context Field:* due_date
>
> *Processing Group Context Field:* usr
>
> *Reactor: *SendEmail
>
> *Validator:* CircIsOverdue
>
> *Granularity:* Daily
>
> *Max Event Validity Delay:* 2 days
>
> *Template:*
>
> [%- USE date -%]
> [%- user = target.0.usr -%]
> To: [%- params.recipient_email || user.email %]
> From: [%- params.sender_email || 

Re: [Evergreen-general] Farewell

[Terran McCanna via Evergreen-general]

Congratulations on your retirement, and thank you for all of your
participation in the  community!

Terran McCanna, PINES Program Manager
--

Georgia Public Library Service | University System of Georgia

2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

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

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






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



On 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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Re: [Evergreen-general] [Evergreen-dev] TEP Transition Community Announcement

[Terran McCanna via Evergreen-general]

Congratulations, everyone! That was a long ordeal!!!

Terran McCanna, PINES Program Manager
--

Georgia Public Library Service | University System of Georgia

2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

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

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






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



On Thu, Apr 21, 2022 at 3:27 PM Jeanette Lundgren via Evergreen-dev <
evergreen-...@list.evergreen-ils.org> wrote:

> The Evergreen Project (TEP) was incorporated as a 501(c)(3) in June of
> 2018. On behalf of the Evergreen Project Board, we wanted to announce that
> the move away from the Software Freedom Conservancy (SFC) is complete!
>
> Remaining project assets were transferred from the SFC to TEP in March
> 2022.  Ownership of the Evergreen trademarks and registrations were
> transferred to TEP in December 2021.  We are working with the U.S.
> Trademark Office to update the ownership information in their database.
>
> Thank you to *everyone* who helped make this transition happen!
>
> Jeanette, Evergreen Project Board President
> On behalf of the Evergreen Project Board
>
> --
>
> Jeanette Lundgren | CW MARS
>
> Executive Director
>
> jlundg...@cwmars.org | 508-755-3323 x 120 <(508)%20755-3323>
>
> http:// www.cwmars.org
>
> Pronouns : she, her, hers
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> evergreen-...@list.evergreen-ils.org
> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-dev
>
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