[Evergreen-catalogers] Fwd: Omnibus cataloging bug fixes and transferring items

[Andrea Buntz Neiman]

Hi Janet,

I looked into this a bit more and my testing on a 3.1.4 system shows that I
was able to transfer just items, or items & volumes, with no problem.
Transferring items will move the item to a new volume (which will change
the owning location and the call number, if those differ in the new
volume).  Transferring volumes will retain call number information, and
also transfer all items "owned" by that volume.  Marking a transfer
destination is context-aware, so you mark the destination the same
regardless of whether you transfer just items or items/volumes together --
the difference is which option you select next, whether it's "Transfer
Volumes to Previously Marked Destination" or "Transfer Items to Previously
Marked Destination".

Not to confuse things further, but in the web client there is also an
option to mark a record as a Holdings Transfer destination and this is
available in the "Mark For" dropdown in the upper right of the bib record.
If you use this, Transfer Items will move an item to the new bib and
duplicate the volume to the new bib -- leaving other items on the original
bib under the original volume, and creating the duplicate volume & the
transferred item on the new bib.  Using Transfer Volumes will move the
Volume and all of its owned items to the new bib.

It's a little different than XUL, and I am working on updating the
community documentation to hopefully make this more clear.

However, as you noted in your original email, transfer options in Item
status should read the same as in Holdings View.  This was an oversight and
I've filed a bug to update this here:
https://bugs.launchpad.net/evergreen/+bug/1789485

Of course, if you think any of this can be further changed/improved, please
file a bug report!

Best,
Andrea


On Tue, Aug 7, 2018 at 4:01 PM Janet Schrader <jschrader at cwmars.org> wrote:

> Hi Andrea,
>
> By George I think I've got it! Let's see if I walked my way through this
> successfully.
>
> In Item Status you are transferring items so the choice is to marked
> volume or to marked library. Item status lines are the equivalent of the
> barcode "line" in xul holdings maintenance.
> Thus you cannot transfer an item (i.e. barcode no volume) to a bib record
> from item status. You can only do that in holdings view.
>
> In holdings view in the web client the volume line and the barcode line in
> xul holdings maintenance have been merged into one.
> In holdings view it appears the simplification of the transfer choices is
> because of what's marked as the destination; a volume (and any attached
> item) can go to a record or library and an item can go to a record or
> volume.
>
>
> I find this a little confusing as transferring volumes to a bib record
> moves volume+item and transferring items does the same thing, it also moves
> the volume. I can see the need to transfer an item to a marked volume
> separating it from its original volume and moving it to another, but if
> it's the record that's marked there is no distinction.
>
>
>
> Kathy Lussier has opened a discussion on the bug on the item/copy
> terminology so I'll comment there on that topic.
>
>
>
> 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 Wed, Aug 1, 2018 at 9:25 AM, Andrea Buntz Neiman <
> abneiman at equinoxinitiative.org> wrote:
>
>> Hi Janet,
>>
>> The copy/item labeling inconsistency goes back a while -- see the
>> discussion on this LP ticket:
>> https://bugs.launchpad.net/evergreen/+bug/1538691, and I recall that XUL
>> had similar issues as well.  As far as I can tell (though someone please
>> correct if I'm wrong!) they can be considered synonymous, just not used
>> consistently.
>>
>> As you noted the patch in cataloging omnibus didn't change options in
>> Item Status.  I'll look into this as it might've been an oversight.
>>
>> The reduction in choices from holdings view was intended to clarify &
>> simplify the options, since there was a lot of feedback that this was
>> confusing and clunky.  If you've identified a use case for restoring one of
>> the options, or a way in which the process can be even further improved,
>> please file a follow up bug!  For the use case you mention, if I understand
>> you correctly,
>> you should be able to mark the volume on the other record as a transfer
>> destination and then move the item -- this should update the volume (call
>> number) info but keep the library info the same.  If you notice this is not
>> the case, that would be another situation that would warrant a follow up
>> bug.
>>
>> Thanks for your testing & feedback.
>>
>> Andrea
>>
>> On Tue, Jul 31, 2018 at 5:55 PM Janet Schrader <jschrader at cwmars.org>
>> wrote:
>>
>>> I forgot to say that the test server is release 3.0.10. Our production
>>> server is 3.0.9.
>>>
>>>
>>> Janet
>>>
>>>
>>> ---------- Forwarded message ----------
>>> From: Janet Schrader <jschrader at cwmars.org>
>>> Date: Tue, Jul 31, 2018 at 4:59 PM
>>> Subject: Omnibus cataloging bug fixes and transferring items
>>> To: Evergreen Community Catalogers <
>>> evergreen-catalogers at list.evergreen-ils.org>
>>>
>>>
>>> Hi All,
>>>
>>> Before getting into my transfer question I'd like to know if the "add
>>> volumes" button will from now on by labeled "add copies". The copy/item
>>> inconsistency is frustrating, and may come into play with the transfer
>>> options as shown below.
>>>
>>> Today Jason put the patch for the omnibus cataloging bug fix on a test
>>> server so I could test it with my own data. Empty libraries are now
>>> visible. I'm able to add a volume/item to an empty library. I can add a
>>> volume (no item) to an empty library. I am testing transferring items now
>>> and am curious about what happened to the choices that were there before
>>> the bug fix was added. Is this just my installation or is it part of the
>>> fix?
>>>
>>> In item status the choices are the same both before and after the fix
>>> was added and there are only two.
>>>
>>>
>>> In holdings view the choices are different from item status. Can
>>> someone explain why one choice is to transfer copies and one to transfer
>>> items?  Does it have to do with copies meaning volume/item and item
>>> only the barcoded item?
>>> In the 3.0.9 client I have this, lots of choices.
>>>
>>> On my test server with the bug fix I have this, only two choices.
>>>
>>>
>>> The mark for transfer choices are also different with the bug fix.
>>> In our 3.0.9 version
>>>
>>>
>>> With the bug fix the two choices are combined. Why? There could be a
>>> time when a library wants to transfer an item to their library on a
>>> different record where there is already a volume that's different.
>>> Server with bug fix.
>>>
>>>
>>>
>>> Onward and upward!
>>>
>>> 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/>
>>>
>>>
>>> _______________________________________________
>>> Evergreen-catalogers mailing list
>>> Evergreen-catalogers at list.evergreen-ils.org
>>>
>>> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-catalogers
>>>
>>
>>
>> --
>> Andrea Buntz Neiman
>> Project Manager for Software Development
>> Equinox Open Library Initiative
>> abneiman at equinoxinitiative.org
>> 1-877-OPEN-ILS (673-6457)
>> *www.equinoxinitiative.org <http://www.equinoxinitiative.org>*
>>
>> _______________________________________________
>> Evergreen-catalogers mailing list
>> Evergreen-catalogers at list.evergreen-ils.org
>>
>> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-catalogers
>>
>>
> _______________________________________________
> Evergreen-catalogers mailing list
> Evergreen-catalogers at list.evergreen-ils.org
> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-catalogers
>


-- 
Andrea Buntz Neiman
Project Manager for Software Development
Equinox Open Library Initiative
abneiman at equinoxinitiative.org
1-877-OPEN-ILS (673-6457) x5583
*www.equinoxinitiative.org <http://www.equinoxinitiative.org>*
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://list.evergreen-ils.org/pipermail/evergreen-catalogers/attachments/20180828/5f42863a/attachment-0001.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image.png
Type: image/png
Size: 7769 bytes
Desc: not available
URL: <http://list.evergreen-ils.org/pipermail/evergreen-catalogers/attachments/20180828/5f42863a/attachment-0006.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image.png
Type: image/png
Size: 8986 bytes
Desc: not available
URL: <http://list.evergreen-ils.org/pipermail/evergreen-catalogers/attachments/20180828/5f42863a/attachment-0007.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image.png
Type: image/png
Size: 18976 bytes
Desc: not available
URL: <http://list.evergreen-ils.org/pipermail/evergreen-catalogers/attachments/20180828/5f42863a/attachment-0008.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image.png
Type: image/png
Size: 10456 bytes
Desc: not available
URL: <http://list.evergreen-ils.org/pipermail/evergreen-catalogers/attachments/20180828/5f42863a/attachment-0009.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image.png
Type: image/png
Size: 13836 bytes
Desc: not available
URL: <http://list.evergreen-ils.org/pipermail/evergreen-catalogers/attachments/20180828/5f42863a/attachment-0010.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image.png
Type: image/png
Size: 14915 bytes
Desc: not available
URL: <http://list.evergreen-ils.org/pipermail/evergreen-catalogers/attachments/20180828/5f42863a/attachment-0011.png>