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

Thu Dec 19 16:53:51 EST 2024

Agreed - ideally we could create the defaults associated with the org units
and then workstation templates could override them.

On Thu, Dec 19, 2024 at 4:49 PM John Amundson <jamundson at cwmars.org> wrote:

> 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>
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>>>> >
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>>>> >
>>>> >
>>>> >
>>>> > 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
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>>>>
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>>
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