[Evergreen-catalogers] Web client cataloging and "Completed copies" tab

Thu Apr 26 15:49:20 EDT 2018

Hi Tina,

I'm testing 3.0.7 and the "Save" button is there on the completed copies
tab but the choices are grayed out. If you're using it in 3.1 then it means
something got fixed. That's good news. Being able to save from completed
copies without having to move all back to working copies will be good news.

Now one more question on this. In 3.0.7 when I close the bib record the
copies that are "stored" in the "completed copies" tab go away, are no
longer there if I open it again. "Storing" is not permanently storing, only
allowing you to move multiple copies between working and completed in order
to apply selected templates.  Is this still true?

Thanks,
Janet

Janet Schrader

Bibliographic Services Supervisor | CW MARS

67 Millbrook Street, Suite 201, Worcester, MA 01606

P: 508-755-3323 x 325 | F: 508-757-7801

------------------------------

jschrader at cwmars.org  ||  http;//cwmars.org <http://www.cwmars.org/>

On Thu, Apr 26, 2018 at 1:02 PM, Tina Ji <tina.ji at bc.libraries.coop> wrote:

> Yes, I see the same behavour.
>
> "Save & Exit" saves all copies on both working and completed copies tabs.
>
> "Save completed" on the dropdown list on Completed Copies tab saves those
> on Completed Copies tab only.
>
> We are testing 3.1.
>
> Tina
>
> Quoting Janet Schrader <jschrader at cwmars.org>:
>
> Today I found that if I have 6 copies in the completed copies tab and move
>> 2 to the working copies tab, when I use "save & exit" on those 2, all 6 of
>> the copies were "saved". All 6 copies were then attached to the bib
>> record.
>> I did this twice with the same result. On Friday I'll be working with two
>> libraries that do centralized cataloging, one with eight branches. Not
>> sure
>> how I can explain this to them.
>>
>> We've been updating our training server and are now on 3.0.7.
>>
>>
>> Janet
>>
>>
>>
>> On Fri, Apr 13, 2018 at 3:44 PM, Willis, Beth <willis at noblenet.org>
>> wrote:
>>
>> I agree with Tina that the "Completed Copies" tab makes sense in the
>>> context of the workflow she describes.  In this sense, "completed"
>>> indicates that the copy is done and ready to be saved.
>>>
>>> I am not clear on why it is not possible to "Save and Exit" from the
>>> "Completed  Copies" tab, though, as long as there are not copies on the
>>> "Working Copies" tab.
>>>
>>> While I'm not sure what workflow would result in this occurrence, I can
>>> imagine it happening inadvertently during the transition to the Web
>>> client
>>> and I think it could be confusing to staff who are trying to save newly
>>> added copies.
>>>
>>> Beth
>>>
>>> On Fri, Apr 13, 2018 at 11:27 AM, Tina Ji <tina.ji at bc.libraries.coop>
>>> wrote:
>>>
>>> Hi Janet,
>>>>
>>>> We've been testing this part recently. I think "completed copies" tab
>>>> makes sense with this workflow: creating multiple copies, selecting a
>>>> few
>>>> sharing the same attributes from the list, editing, then Store Selected.
>>>> These copies are completed. Back to "working copies" to work on more
>>>> copies. When all done, Save & Exit.
>>>>
>>>> We found it yesterday that "Save & Exit" on "completed copies" tab is
>>>> grayed out when there is a required copy stat cat AND all  copies are on
>>>> "completed copies" tab. This is weird. We plan to test more.
>>>>
>>>> Tina Ji
>>>> BC Libraries Coop
>>>>
>>>>
>>>>
>>>> Quoting Janet Schrader <jschrader at cwmars.org>:
>>>>
>>>> Hi Everyone,
>>>>
>>>>>
>>>>> I've started doing some training on using the web client and came up
>>>>> with a
>>>>> question I can't easily answer. When creating a item what is the
>>>>> "completed
>>>>> copies" tab for? If I click on "save & exit" I simply create the item.
>>>>> If I
>>>>> click on "Store selected" the item moves to the "completed copies" tab
>>>>> but
>>>>> it's not really completed, it's just stored.
>>>>>
>>>>> On the "completed copies" tab there re two buttons "Save" and "Edit
>>>>> selected". The "Save" button has a drop-down menu of two choices, "Save
>>>>> completed" or "Save & exit". Both of these are grayed out. Shouldn't I
>>>>> be
>>>>> able to "Save & exit" from here?
>>>>>
>>>>> In order to actually *complete my item**, *I have to click on the "Edit
>>>>> selected" which moves the item back to the "Working copies" tab where
>>>>> there
>>>>> is a working "Save & exit" button.
>>>>>
>>>>> It seems to me that the "Completed copies" tab should be renamed
>>>>> "Stored
>>>>> copies" as the copies get there by clicking on "Store selected". Then
>>>>> the *stored
>>>>> copies* can be selected and either "Save & exit" so they are
>>>>> *completed*
>>>>> or
>>>>> "Edit selected" so they can be further worked on.
>>>>>
>>>>> I get the concept of storing copies to work on later. I just think the
>>>>> tab
>>>>> label is misleading.
>>>>>
>>>>>
>>>>>
>>>>> Janet
>>>>>
>>>>>
>>>>> Janet Schrader
>>>>>
>>>>> Bibliographic Services Supervisor | CW MARS
>>>>>
>>>>> 67 Millbrook Street, Suite 201, Worcester, MA 01606
>>>>>
>>>>> P: 508-755-3323 x 325 | F: 508-757-7801
>>>>>
>>>>> ------------------------------
>>>>>
>>>>> jschrader at cwmars.org  ||  http;//cwmars.org <http://www.cwmars.org/>
>>>>>
>>>>>
>>>> --
>>>> Tina Ji
>>>> 1-888-848-9250 ext 1014
>>>> Support Specialist
>>>> BC Libraries Co-operative
>>>>
>>>> _______________________________________________
>>>> Evergreen-catalogers mailing list
>>>> Evergreen-catalogers at list.evergreen-ils.org
>>>> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/everg
>>>> reen-catalogers
>>>>
>>>>
>>>
>>> --
>>> Beth Willis
>>> Digital & Catalog Librarian
>>> NOBLE, Inc.
>>> 26 Cherry Hill Drive
>>> Danvers, MA 01923
>>>
>>>
>>>
>>>
>
> --
> Tina Ji
> 1-888-848-9250 ext 1014
> Support Specialist
> BC Libraries Co-operative
>
>
> _______________________________________________
> Evergreen-catalogers mailing list
> Evergreen-catalogers at list.evergreen-ils.org
> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/everg
> reen-catalogers
>
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