[Evergreen-general] [External] Re: Group Penalty Threshold: PATRON_EXCEEDS_LOST_COUNT

Tue Nov 16 14:21:28 EST 2021

We are in the process of re-applying penalty thresholds after suspending
them due to COVID, and I thought this thread would be a good opportunity to
bring attention to a few related bugs we've come across:

   - #1823225 Web client has no way to recalculate patron penalties
   <https://bugs.launchpad.net/evergreen/+bug/1823225>

This bug is an issue when thresholds are changed, and is important in
relation to Erica's comment that modifications to thresholds aren't
retroactive.

   - #1890822 PATRON_EXCEEDS_OVERDUE_COUNT threshold still allows one
   checkout <https://bugs.launchpad.net/evergreen/+bug/1890822>

Related to 1823225, a checkout will recalculate penalties, but it takes
that one successful checkout to make that happen.

   - #1464756 penalty threshold only applies to bills created by that org
   unit <https://bugs.launchpad.net/evergreen/+bug/1464756>

This bug applies to the situation Benjamin and Jessica described where
penalties at one library don't show at another.

   - #1944986 Support Script to Update Patron Penalties Needed
   <https://bugs.launchpad.net/evergreen/+bug/1944986>

A support script would make changing thresholds much easier in that new
thresholds could be applied fairly to all patrons.

   - #1950824 Prevent editing system-generated penalties
   <https://bugs.launchpad.net/evergreen/+bug/1950824>

This one is problematic in many ways, especially in light of 1823225.
Feel free to add comments and/or heat to these!

--
Michele M. Morgan, Technical Support Analyst
North of Boston Library Exchange, Danvers Massachusetts
mmorgan at noblenet.org

On Tue, Nov 16, 2021 at 1:14 PM Murphy, Benjamin via Evergreen-general <
evergreen-general at list.evergreen-ils.org> wrote:

> Thanks everyone for your responses. I removed the branch level thresholds
> and placed the system level threshold again. Looks like the bug mentioned
> is the issue at play. We can see the issues from the branch when logged in
> at the branch, but we’re not seeing them at the other branches from the
> same system.
>
>
>
> Benjamin
>
>
>
> *From:* Evergreen-general <
> evergreen-general-bounces at list.evergreen-ils.org> *On Behalf Of *Aubrey
> Area Library via Evergreen-general
> *Sent:* Tuesday, November 16, 2021 11:41 AM
> *To:* Jessica Woolford <jwoolford at biblio.org>
> *Cc:* Evergreen Discussion Group <evergreen-general at list.evergreen-ils.org
> >
> *Subject:* [External] Re: [Evergreen-general] Group Penalty Threshold:
> PATRON_EXCEEDS_LOST_COUNT
>
>
>
> *CAUTION:* External email. Do not click links or open attachments unless
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>
>
> Thank you for the clarification! I can definitely see why that would be
> desired.
>
>
>
> Jordan
>
>
>
> On Tue, Nov 16, 2021 at 10:40 AM Jessica Woolford <jwoolford at biblio.org>
> wrote:
>
> Hi Jordan,
>
>
>
> You can have different thresholds, but they only apply and appear at the
> branch or system where they are configured. See Benjamin's in his original
> email - because these two branches have the group penalty configured on the
> branch level, if a patron has a lost item at branch A, the penalty only
> applies at Branch A. Staff logged in at Branch B would not see the penalty
> message.
>
>
>
> As Erica said, the threshold would have to be configured only at the
> System Level to be honored at both locations, or at the consortium level to
> have it honored across the whole consortium. Bibliomation libraries decided
> that the flexibility of having their own thresholds was more important, but
> ideally would like to be able to see and honor blocks from other libraries.
> We do have a block of 1 lost item at the consortium level.
>
>
>
> Jessica
>
>
>
> On Tue, Nov 16, 2021 at 11:12 AM Aubrey Area Library <
> aubreyarealibrary at gmail.com> wrote:
>
> I thought this was a thing. At least in our setup, we all have differing
> thresholds. Unless I am misunderstanding your response.
>
>
>
> Thanks,
>
> Jordan
>
>
>
> On Tue, Nov 16, 2021 at 10:04 AM Jessica Woolford via Evergreen-general <
> evergreen-general at list.evergreen-ils.org> wrote:
>
> Hi Benjamin,
>
>
>
> See this wishlist Launchpad ticket:
> https://bugs.launchpad.net/evergreen/+bug/1464756
> <https://urldefense.com/v3/__https:/bugs.launchpad.net/evergreen/*bug/1464756__;Kw!!HYmSToo!JY-HwBddfFC7s4u_Sd71FcnfVGrhp_uVw-cr-KHy7hOVUZp28fVJeoExzv_LxyrDQ5hc7Gg$>
>
>
>
> It has long been a wish at our consortium that we could allow libraries to
> have different penalty thresholds, and allow them to be honored at all
> locations at the system OR consortium level.
>
>
>
> Jessica
>
>
>
> On Tue, Nov 16, 2021 at 10:14 AM Erica Rohlfs via Evergreen-general <
> evergreen-general at list.evergreen-ils.org> wrote:
>
> Good Morning Benjamin,
>
>
>
> If you remove the individual library thresholds and keep the threshold set
> at the system level, it will display the lost threshold at any branch
> within that system. However, this modification isn't retroactive to your
> patrons' existing penalties.
>
>
>
> I hope this helps.
>
>
>
> Thank You,
>
> Erica
>
>
>
> On Tue, Nov 16, 2021 at 9:26 AM Murphy, Benjamin via Evergreen-general <
> evergreen-general at list.evergreen-ils.org> wrote:
>
> I’m trying to figure out some behavior with the PATRON_EXCEEDS_LOST_COUNT
> Group Penalty Threshold.
>
>
>
> Right now, we have a user with a lost book. The home library of the user
> is Branch A and the lost book’s owning library is Branch A. I have a
> PATRON_EXCEEDS_LOST_COUNT Group Penalty Threshold of 1 set for Branch A and
> Branch B, (as well as System A, of which both branches are a part)
>
>
>
> I am only alerted to the threshold being met when I have my workstation
> set at Branch A. If my workstation is set to Branch B, I get no alerts when
> I pull up the account.
>
>
>
> Ideally, I’d like to see the blocking alert when I pull up this account at
> any of the branches in System A, no matter where the user or material is
> from. Am I configuring it wrong? Is that “Just not the way Evergreen works”?
>
>
>
> Using Evergreen 3.7.2
>
>
>
> *Benjamin Murphy*
>
> NC Cardinal Program Manager
>
> NC Dept. of Natural and Cultural Resources
>
> 919.814.6797 |  *benjamin.murphy at ncdcr.gov <benjamin.murphy at ncdcr.gov> *
>
> https://statelibrary.ncdcr.gov/ld/nc-cardinal
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>
> --
>
> Erica Rohlfs, MLIS, PMP
>
> Senior Implementation Project Manager
>
> Equinox Open Library Initiative
>
> erica.rohlfs at equinoxOLI.org
>
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>
>
> --
>
> Jessica Woolford
>
> Evergreen Systems Manager
>
> Bibliomation, Inc.
>
> 24 Wooster Ave.
>
> Waterbury, CT 06708
>
> 203-577-4070 ext. 105
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>
>
>
> --
>
> If you need further assistance, please contact the library at 940-365-9162
> or send a reply email.
> Thank You, The Library Staff
>
> 226 Countryside Dr., Aubrey, TX 76227
>
>
>
>
>
> --
>
> Jessica Woolford
>
> Evergreen Systems Manager
>
> Bibliomation, Inc.
>
> 24 Wooster Ave.
>
> Waterbury, CT 06708
>
> 203-577-4070 ext. 105
>
>
>
>
> --
>
> If you need further assistance, please contact the library at 940-365-9162
> or send a reply email.
> Thank You, The Library Staff
>
> 226 Countryside Dr., Aubrey, TX 76227
>
>
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