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

Thu Dec 19 16:48:50 EST 2024

Thanks, Terran.

I agree; I have many of the same reservations. I think workstation print
templates will be a necessity if and when we decide to implement the
angular circulation interfaces. I think a server-side fallback for a branch
is a great idea, but we really can't lose that workstation-by-workstation
customization.

John

John Amundson (he/him/his)
Library Applications Supervisor, C/W MARS, Inc.

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

[image: icon] jamundson at cwmars.org | [image: icon]www.cwmars.org

[image: icon] 508-755-3323 x1

On Thu, Dec 19, 2024 at 4:44 PM Terran McCanna <
tmccanna at georgialibraries.org> wrote:

> PINES is currently on 3.12 so we've only been using it for the Holds Pull
> List so far. We had so many problems with it that we decided not to allow
> libraries to customize their Holds Pull List and have had to enforce a
> single template for everyone because we cannot maintain a potential 300
> templates.
>
> We also have big reservations about the upcoming circ interfaces using
> them because our libraries have so many different needs. Particularly
> difficult will be the libraries that use different templates within a
> single branch - for example, different checkout templates on different
> workstations at the same branch based on whether a checkout is at the desk,
> through curbside pickup, or on a self-pickup shelf.
>
>
> On Thu, Dec 19, 2024 at 4:19 PM John Amundson via Evergreen-general <
> evergreen-general at list.evergreen-ils.org> wrote:
>
>> Hi,
>>
>> I'm revitalizing this email thread from two years ago.
>>
>> CW MARS is preparing an upgrade from 3.7 to 3.14, and I'm finally
>> starting to look over the new server-side print templates. We will mainly
>> be using the template for the Holds Pull List, but as others mention, this
>> interface is going to be used a lot more heavily as more circulation
>> interfaces are ported to Angular.
>>
>> I can't seem to find any documentation on the interface, so I'm going to
>> repeat Jennifer's question from two years ago:
>>
>> *Does anyone have tips, resources, or documentation about
>> customizing templates via Admin -> Server Administration -> Print Templates
>> that they'd be willing to share?*
>>
>>
>> My immediate need is to add the item's status to the list now that
>> statuses other than Available may show up on the pull list. So far I've
>> gotten [% hold.cp_status %] to print the status id, but I can't get the
>> name to print. Any recommendations? Does anyone know how the variables are
>> structured?
>>
>> My deeper concern is that the entire interface is confusing and needs to
>> be much more robust - or at least more in-depthly documented. I've filed a
>> bug with my thoughts: https://bugs.launchpad.net/evergreen/+bug/2092239
>>
>> As it stands right now, I don't foresee us giving libraries permission to
>> make their own edits to server-side templates. There are just too many ways
>> for it to go wrong. For the libraries that have been using server-side
>> templates for a while, how has it been going?
>>
>> Thanks!
>>
>> John
>>
>>
>>
>>
>> John Amundson (he/him/his)
>> Library Applications Supervisor, C/W MARS, Inc.
>>
>> ------------------------------
>>
>> [image: icon] jamundson at cwmars.org | [image: icon]www.cwmars.org
>>
>> [image: icon] 508-755-3323 x1
>>
>>
>> On Thu, Nov 3, 2022 at 11:52 AM Jennifer Pringle via Evergreen-general <
>> evergreen-general at list.evergreen-ils.org> wrote:
>>
>>> Hi Terran,
>>>
>>> This is our first library to get a custom pull list template and we
>>> just set it up for them yesterday so we haven't run into issues with
>>> multiple versions of the template yet.  This library is one that uses
>>> their receipt printer for the pull list so the default template wasn't
>>> working for them.
>>>
>>> Looking ahead to the circ receipts moving to this editor with the new
>>> angular circ I agree that we're going to need a way to allow
>>> workstation-level customizations.  We currently haven't given
>>> permissions for libraries to edit their own templates in the new Print
>>> Templates but we're anticipating that we'll need to do that ahead of
>>> our next upgrade in 2023.
>>>
>>> Jennifer
>>>
>>>
>>>
>>>
>>>
>>> Quoting Terran McCanna <tmccanna at georgialibraries.org>:
>>>
>>> > 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
>>> >
>>> >
>>> >
>>> >
>>> > 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 | tmccanna at georgialibraries.org
>>> >
>>> > http://help.georgialibraries.org | help at 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 Wed, Nov 2, 2022 at 6:42 PM Jennifer Pringle via Evergreen-general <
>>> > evergreen-general at 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.pringle at 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.
>>> >>
>>> >> _______________________________________________
>>> >> Evergreen-general mailing list
>>> >> Evergreen-general at list.evergreen-ils.org
>>> >>
>>> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>>> >>
>>>
>>>
>>> --
>>> Jennifer Pringle (she/her)
>>> Co-op Support - Training Lead
>>> BC Libraries Cooperative
>>> Toll-free: 1-888-848-9250
>>> Email:jennifer.pringle at 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.
>>>
>>> _______________________________________________
>>> Evergreen-general mailing list
>>> Evergreen-general at list.evergreen-ils.org
>>> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>>>
>> _______________________________________________
>> Evergreen-general mailing list
>> Evergreen-general at list.evergreen-ils.org
>> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>>
>
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://list.evergreen-ils.org/pipermail/evergreen-general/attachments/20241219/187a9852/attachment-0001.htm>