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

Fri Dec 20 08:08:31 EST 2024

Hello,

At PaILs, we only use the Holds Pull List in the server templates.  It's difficult because not every library prints them out on 8.5 by 11 which the template defaults to.  We've had to customize the template for a few libraries to print out on receipt printers and even those are fairly customized.

We also have a lot of libraries that will need workstation by workstation specific templates.  The server-side ones would be great but as others have mentioned, the template needs tend to vary greatly depending on the department and sometimes within a department.  I also would prefer to see the server side be a default, but a workstation template could override it.

[cid:0f61dc8a-ae9d-434f-8340-9ad1cb1efd59]Elizabeth Davis (she/her), Program Manager

Pennsylvania Integrated Library System (PaILS) | SPARK

(717) 256-1627 | elizabeth.davis at sparkpa.org<mailto:katherine.dannehl at sparkpa.org>
support.sparkpa.org<https://support.sparkpa.org/> | support at sparkpa.org<mailto:support at sparkpa.org>

________________________________
From: Evergreen-general <evergreen-general-bounces at list.evergreen-ils.org> on behalf of Terran McCanna via Evergreen-general <evergreen-general at list.evergreen-ils.org>
Sent: Thursday, December 19, 2024 4:53 PM
To: John Amundson <jamundson at cwmars.org>
Cc: Terran McCanna <tmccanna at georgialibraries.org>; Evergreen Discussion Group <evergreen-general at list.evergreen-ils.org>
Subject: Re: [Evergreen-general] Questions About Customizing the New Print Templates

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<mailto: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

[https://lh7-us.googleusercontent.com/tul88-wc3Qz-fvt6tcLU2we4VEIM-qZ4qSA7Xo3hntnhYL9AdTSxk8JaWCLR010mzyDlxJwjUhZdOgaxmbK2WZuaFI-QUqtNqT_cCK9kIgU88EbtLqbTjyvym7HV5p6XRTXaz8HaYQhKyj05PEMcOm0]

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

________________________________

[icon] jamundson at cwmars.org<mailto:jamundson at cwmars.org> | [icon] www.cwmars.org<https://urldefense.proofpoint.com/v2/url?u=https-3A__www.cwmars.org_&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=j4SWsMDXRVOGlMb-EfMRIp9IjAos-OG-ewOKBUjTNh8&m=STex9Rul5hrndhU-ZIBKgZQ0ft7gnDHihKdzGaFRDOnrwtxCwaqbqtQyiQ6Gi7ho&s=Vk_sB3M3EAhyYTWxWLNuP-_yAMI8D8EjN1wGvhwUG5A&e=>

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On Thu, Dec 19, 2024 at 4:44 PM Terran McCanna <tmccanna at georgialibraries.org<mailto: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<mailto: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<https://urldefense.proofpoint.com/v2/url?u=https-3A__bugs.launchpad.net_evergreen_-2Bbug_2092239&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=j4SWsMDXRVOGlMb-EfMRIp9IjAos-OG-ewOKBUjTNh8&m=STex9Rul5hrndhU-ZIBKgZQ0ft7gnDHihKdzGaFRDOnrwtxCwaqbqtQyiQ6Gi7ho&s=RtiJfPfNkPjo3fxv2kyGpLeRTtepB3EEviYkxNiIGjk&e=>

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

[https://lh7-us.googleusercontent.com/tul88-wc3Qz-fvt6tcLU2we4VEIM-qZ4qSA7Xo3hntnhYL9AdTSxk8JaWCLR010mzyDlxJwjUhZdOgaxmbK2WZuaFI-QUqtNqT_cCK9kIgU88EbtLqbTjyvym7HV5p6XRTXaz8HaYQhKyj05PEMcOm0]

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

________________________________

[icon] jamundson at cwmars.org<mailto:jamundson at cwmars.org> | [icon] www.cwmars.org<https://urldefense.proofpoint.com/v2/url?u=https-3A__www.cwmars.org_&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=j4SWsMDXRVOGlMb-EfMRIp9IjAos-OG-ewOKBUjTNh8&m=STex9Rul5hrndhU-ZIBKgZQ0ft7gnDHihKdzGaFRDOnrwtxCwaqbqtQyiQ6Gi7ho&s=Vk_sB3M3EAhyYTWxWLNuP-_yAMI8D8EjN1wGvhwUG5A&e=>

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On Thu, Nov 3, 2022 at 11:52 AM Jennifer Pringle via Evergreen-general <evergreen-general at list.evergreen-ils.org<mailto: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<mailto: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://urldefense.proofpoint.com/v2/url?u=https-3A__bugs.launchpad.net_evergreen_-2Bbug_1958875&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=j4SWsMDXRVOGlMb-EfMRIp9IjAos-OG-ewOKBUjTNh8&m=STex9Rul5hrndhU-ZIBKgZQ0ft7gnDHihKdzGaFRDOnrwtxCwaqbqtQyiQ6Gi7ho&s=rm1T5zJL6o2ltYLv4v1bEqn1_nbr0ENc-ClmhbVm2uE&e=>
>
> https://bugs.launchpad.net/evergreen/+bug/1958683<https://urldefense.proofpoint.com/v2/url?u=https-3A__bugs.launchpad.net_evergreen_-2Bbug_1958683&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=j4SWsMDXRVOGlMb-EfMRIp9IjAos-OG-ewOKBUjTNh8&m=STex9Rul5hrndhU-ZIBKgZQ0ft7gnDHihKdzGaFRDOnrwtxCwaqbqtQyiQ6Gi7ho&s=RSF8O7TDHxlUNS9gMqYMpj6rxsGDR7uwXhsh-iVXSdQ&e=>
>
>
>
>
> 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<mailto:tmccanna at georgialibraries.org>
>
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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<mailto: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<mailto:Email%3Ajennifer.pringle at bc.libraries.coop>
>> Website: http://bc.libraries.coop<https://urldefense.proofpoint.com/v2/url?u=http-3A__bc.libraries.coop&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=j4SWsMDXRVOGlMb-EfMRIp9IjAos-OG-ewOKBUjTNh8&m=STex9Rul5hrndhU-ZIBKgZQ0ft7gnDHihKdzGaFRDOnrwtxCwaqbqtQyiQ6Gi7ho&s=Fm2hq7sMq-VG3sBo_wKFxJnDX0dWa0-5uqDJ5bp_wxk&e=>
>>
>> Gratefully acknowledging that I live and work in the unceded
>> Traditional Territory of the St'at'yemc Nations.
>>
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>>

--
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<mailto:Email%3Ajennifer.pringle at bc.libraries.coop>
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