n
> 3.2 and before there was a default tab with in the Holdings Template Editor
> in Local Administration.
>
> In 3.3 + the default tab is only there when you access the Template Editor
> with in the Holdings Editor.
>
>
> I am placing a Bug report about this as we discuss this.
>
> (317) 460-7556
>
>
>
> *From:* Open-ils-general <
> open-ils-general-boun...@list.georgialibraries.org> *On Behalf Of *Morgan,
> Michele
> *Sent:* Thursday, August 20, 2020 10:16 AM
> *To:* Evergreen Discussion Group <
> open-ils-general@list.georgialibraries
Thanks for clarifying that Lynn!
So where are those settings stored now? I don't see any workstation
settings jump out at me.
--
Michele M. Morgan, Technical Support Analyst
North of Boston Library Exchange, Danvers Massachusetts
mmor...@noblenet.org
On Thu, Aug 20, 2020 at 9:49 AM Floyd,
Hi Mary,
We use these library settings to hide fields that we don't use. It can be
done consortium wide. Here's an example of a value from
actor.org_unit_setting that hides the specified fields:
["Circulate as Type","Deposit Amount","Deposit?","Floating?","Quality"]
This setting can be
post at:*
https://evergreen-ils.org/evergreen-release-3-6-is-off-to-a-great-start/
Regards,
The 3.6 Release Team:
Galen Charleton
Jason Boyer
Terran McCanna
Michele Morgan
--
Michele M. Morgan, Technical Support Analyst
North of Boston Library Exchange, Danvers Massachusetts
mmor...@noblenet.org
Hi Beth,
We have done this for overdue notices but not hold pickup notices. The
setup should be similar, though.
For hold notices, we have done what Terran suggests, cloning the action
trigger so there is one for each library. We did this mostly because
libraries have different start dates for
Hi Rogan,
I'd like to volunteer to help!
Thanks,
Michele
--
Michele M. Morgan, Technical Support Analyst
North of Boston Library Exchange, Danvers Massachusetts
mmor...@noblenet.org
On Mon, Jul 6, 2020 at 5:49 PM Rogan Hamby
wrote:
> Good afternoon,
>
> As many people know the Hack-A-Way
Hi Elizabeth,
The built in self check does not require hatch.
The self check receipts are controlled by action triggers. The stock action
triggers are named:
Self-Checkout Fines Receipt
Self-Checkout Holds Receipt
Self-Checkout Items Out Receipt
Self-Checkout Receipt
Hope this helps,
Michele
Diane,
"Damaged Item Override" is the billing type that applies to the situation
where an item was marked Damaged, and the staff user entered a different
amount in the confirmation box than Evergreen calculated to charge the
patron.
I don't believe it's new.
Hope this helps,
Michele
--
Michele
I agree with Anna that bug 1781274 is likely to blame. If you don't have
database access, you can try the strategy posted in the bug comments:
https://bugs.launchpad.net/evergreen/+bug/1781274/comments/1
Select the transaction in the Other/Special Circulations tab, and choose
Add Billing from
Hi Beth,
Here's a link to the thread I think you're thinking of:
https://georgialibraries.markmail.org/thread/njz7qt7lfmhmtjgo#query:+page:1+mid:7gptlvfmcgej76dj+state:results
The last message in the thread has a couple of examples of database queries
to create an org unit column setting from
Diane,
That could potentially be done with an action trigger. The trigger could be
set up like an overdue notification at 72 hours, but the template could be
configured to send the notification to a staff member's email instead of,
or in addition to the patron's email.
The tricky part is to get
1 AM Elizabeth Davis
> wrote:
>
> This has been so helpful. Thank you everyone.
>
>
>
> I’m setting up testing today and the only thing I’m not see is how to set
> when the auto renew happens. I’m assuming that’s in the circulation policy?
>
>
>
> Elizabeth
&g
>
>
>
> *Email correspondence to and from this address is subject to the North
> Carolina Public Records Law and may be disclosed to third parties.*
>
>
>
>
>
>
>
> *From:* Open-ils-general <
> open-ils-general-boun...@list.georgialibraries.org> *On B
This is a great discussion!
Thought I'd share how we implemented autorenewals in NOBLE:
A Library can opt in to autorenewal. Only their own items checked out at
their own library will be autorenewable. Network transfers are not
autorenewable.
Autorenewal processing happens the morning the items
Jon,
I don't think I saw specific reference in your steps to checking the Hatch
Extension for Chrome. Did you make sure the Hatch Extension is installed
and enabled?
The Hatch Chrome Extension should get installed and enabled by the Hatch
Windows Installer. We have had a few instances, however,
organ, thank you for this info. I totally missed the connection to
>>>> print templates when I read that message the first time around, and I don't
>>>> think I'm the only one. When Bill posted his message about the server side
>>>> processed print templates in Ap
Hi Josh,
Since moving to 3.2 where workstation settings were moved to the server,
we've been making use of org unit settings to set default print templates.
Any workstation setting can be turned into an org unit setting as Bill
Erickson described here:
Looking for a simpler way to use preferred names in receipts and notices,
we are wondering if others would support changing the way these preferred
name variables work:
pref_prefix
pref_first_given_name
pref_second_given_name
pref_family_name
pref_suffix
Currently, if there is no preferred
We're testing a driver's license scanner for patron registration in the web
client:
https://www.bayscan.com/bayscan-imaging-2d-drivers-license-scanner-clone.html
It seems like a great time saver as well as ensuring accuracy of the
entered data. We have it programmed to fill in all the patron
Jon,
Have you confirmed that the circulation policies for the transactions in
question are set to accrue fines?
For the transactions in question the action.circulation.recurring_fine
field should have a value greater than zero. If it does not, check the
circulation policies.
Hope this helps,
I think a holds reporter source would be useful to many Evergreen users.
Also, a suggestion for Jessica's query - adding left joins will pick up
holds that don't appear in the hold_copy_map:
SELECT DISTINCT ON (ahr.id) ahr.request_time, acard.barcode,
au.family_name, au.first_given_name,
Hi Sarah,
The Payments: Desk source keeps track of Cash, Check, and Credit Card
payments. If other payment types (Forgive, Work, Goods) are used when the
payment is recorded, those receipts would not show up on that report.
You could try a report using the Payments: All source to see if those
Hi Beth,
This could have something to do with how your notice action triggers are
configured, but I can think of a couple of bugs that might be related:
https://bugs.launchpad.net/evergreen/+bug/1758975 - Item status can be set
to Lost and Paid inappropriately when closing a transaction for a
Jessica,
Just a quick thought. Have you added *xact.circulation.target_copy* to your
enviroment?
-Michele
--
Michele M. Morgan, Technical Support Analyst
North of Boston Library Exchange, Danvers Massachusetts
mmor...@noblenet.org
On Thu, Mar 22, 2018 at 4:28 PM, Jessica Woolford
I just wanted to add to this thread some information from the Launchpad bug.
It is possible to login to the Evergreen 2.12 web client on iOS devices,
but not the 3.0 web client.
Thanks to Galen for providing a workaround:
https://bugs.launchpad.net/evergreen/+bug/1746020/comments/4
Staff at
Hi Josh,
I haven't looked at this in a while, but have run into at least one place
where printers configured under the contexts weren't used. This Launchpad
bug is one example:
https://bugs.launchpad.net/evergreen/+bug/1193405
I don't know if this is an issue with label printing. You could try
Jennifer,
The notice grouping discussion aside, you can try the following for your
>From address to get the email address of the library at which the checkout
occurred:
From: [%- params.sender_email || helpers.get_org_setting(
target.0.circ_lib.id, 'org.bounced_emails') || default_sender %]
Just a note about the Missing Pieces functionality. I could not find
documentation on it when I looked awhile back, so I just opened a Launchpad
bug with a brief summary:
https://bugs.launchpad.net/evergreen/+bug/1706664
--
Michele M. Morgan, Technical Support Analyst
North of Boston Library
Eva,
Could this bug describe your problem?
https://bugs.launchpad.net/evergreen/+bug/1380735
Can you check to see if the mint_condition field is "false" in your serial
copies?
Hope this helps,
Michele
--
Michele M. Morgan, Technical Support Analyst
North of Boston Library Exchange, Danvers
Hi Terran,
I would plan to participate in an official Bug Squashing week were it to
happen, but am fine with it not happening, too. One doesn't need an
official reason to squash bugs ☺
It must be a lot of work on your end, and there certainly is a lot of
activity already, especially with the web
Hi Janice,
I did a quick test of in-house use in the 2.12.1 staff client vs. the
2.12.1 web client and was able to record in house use in both clients. Are
you logged in as a different user in the web client?
-Michele
--
Michele M. Morgan, Technical Support Analyst
North of Boston Library
Hi Dawn,
One more thing worth mentioning. Evergreen allows you to create additional
statuses, so you could consider creating the statuses you mentioned above
for that purpose.
I would echo what Joan said, though, that it's preferable to place a hold
for the patron. That way the system does the
Jane,
My first thought on this org unit setting was that it defined an interval
for a client alert when a patron has a hold that is soon to expire. Maybe
similar to the *circ.patron_expires_soon_warning* ou setting, which sets an
interval to show a warning at checkout when a patron account is
Jennifer,
Are you assigning a *Secondary Permission Group* to the user? Or are you
editing the *Main (Profile) Permission Group*? If it's a secondary, you may
be running into this bug:
https://bugs.launchpad.net/evergreen/+bug/1480432
If this is your issue, you can try setting your new
ompro
> *Sent:* Thursday, March 31, 2016 1:45 PM
>
> *To:* Evergreen Discussion Group
> *Subject:* Re: [OPEN-ILS-GENERAL] Missing item check-in - handling holds
>
>
>
> Michele,
>
>
>
> Thanks for the suggestion. We will look into trying this out.
>
>
>
>
> J
Hi Jessica,
Here is a trigger template (lightly tested) that does this for the
selfcheck items out slip:
[%- USE date -%]
[%- SET user = target.0.usr -%]
li { padding: 8px; margin 5px; }
[% date.format %]
[% user.family_name %], [% user.first_given_name %]
[% FOR circ
.
>
> Thomas Berezansky
> Assistant Network Administrator
> Merrimack Valley Library Consortium
> 4 High ST, Suite 175
> North Andover, MA 01845
> Phone: 978-557-8161
>
> -----Original Message-
> From: Open-ils-general [mailto:open-ils-general-
> boun...@list.g
Hi Holly,
In terms of existing functionality, you can assign a "Hold Priority" to a
permission group in Admin -> Server Admin -> Permission Groups. By default
it's zero, and you can set it to a positive or negative number. A negative
number would give a user in that permission group a lower
Hi Don,
In addition to the Copy Location Joan mentioned, another field that can
affect holdability is the Copy Status field.
In the Alternate View in Item Status, if you hover over the Copy Location
and Status fields with the mouse pointer, you will see a pop-up that shows
how the holdability
Hi Chauncey,
For item 1, have a look at this Launchpad bug:
https://bugs.launchpad.net/evergreen/+bug/1371752
The values for the override events don't get stored in the database
correctly if they are entered via the staff client. The bug describes how
the values need to be stored. If formatted
Hi Holly,
It's my understanding that the attendee list can't be published online.
Someone please correct me if I'm mistaken.
-Michele
--
Michele M. Morgan, Technical Assistant
North of Boston Library Exchange, Danvers Massachusetts
mmor...@noblenet.org
On Thu, May 5, 2016 at 1:23 PM, Holly
Josh,
Have you considered using a different status for the ILL items?
We have the library setting "Selfcheck override events list" configured to
automatically override the COPY_NOT_AVAILABLE block. But we also have the
library setting "Block copy checkout status" configured to prevent checkout
Josh,
To avoid the issues with Missing copies not capturing holds, we changed the
config.copy_status.holdable flag for the Missing status to TRUE. This means
that items with status Missing get entries in the hold_copy_map and can be
captured when checked in.
We did this with a handful of the
the FM parts linking says that a target_copy can have multiple
>> mapping entries, but I don’t see how that would be setup or used. You can
>> only enter one part for a copy as far as I can see.
>>
>> Josh Stompro - LARL IT Director
>>
>> From: Open-ils-general [mai
gt;
>
>
> *From:* Open-ils-general [mailto:
> open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Morgan,
> Michele
> *Sent:* Thursday, March 10, 2016 10:00 AM
> *To:* Evergreen Discussion Group
> *Subject:* Re: [OPEN-ILS-GENERAL] Email Notices, Action Trigger,
Josh,
We do include part information on notices. In the trigger environment, we
added:
target_copy.parts.part
For the call number in the at_template, we have:
Call Number: [% circ.target_copy.call_number.prefix.label %] [%
circ.target_copy.call_number.label %] [% FOR part IN
niel Wells
>
> Library Programmer/Analyst
>
> Hekman Library, Calvin College
>
> 616.526.7133
>
>
>
> *From:* Open-ils-general [mailto:
> open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Morgan,
> Michele
> *Sent:* Monday, January 11, 2016 3:00 PM
Hi,
Placing part holds on checked out items is working fine on our 2.9 system.
The Place Hold button is visible and we are able to place a part level hold
on a checked out item without a problem. The library in question has the
setting "Has Local Copy Block" set to True.
If we attempt a part
Hi Vince,
We just implemented the card expiration action trigger on our 2.8 system
this month. We also have many patrons who primarily use OverDrive and
electronic resources.
We are sending a notice 30 days before the expiration and another 14 days
before. We have also set the triggers to add
Hi Josh,
One thing you could try is to add the new items with a non-holdable
status. Then you can check them in and they will be set in transit to
their circ library rather than being captured for any holds. I'm not
sure exactly what will happen when they're received at their circ
library. It
We are looking at making improvements to our SMS hold notification
template. Right now we're using the out of the box template in our trigger:
[%- USE date -%]
[%- user = target.0.usr -%]
From: [%- params.sender_email || default_sender %]
To: [%- params.recipient_email ||
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