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

Tue Jan 14 16:37:43 EST 2025

Hi John,

To answer your specific question, I was able to get the item status on the
pull list by using this code in the print template:

[% hold.cs_name %]

I hope someone else will chime in on this too, because it seems like there
should be an easy way to find the correct variables to use. I usually end
up digging through the code to find clues.

For the item status on the pull list, this line:

<eg-grid-column i18n-label label="Item Status" path="*cs_name*"
[hidden]="true"></eg-grid-column>

appears in this file:

Open-ILS/src/eg2/src/app/staff/share/holds/grid.component.html

so I tried hold.cs_name and it worked.

Hoping I'm missing something obvious!

Michele

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

On Tue, Jan 14, 2025 at 3:15 PM John Amundson via Evergreen-general <
evergreen-general at list.evergreen-ils.org> wrote:

> Hello!
>
> I'm looking over the server-side Angular print templates again.
>
> They use variables that look like these:
> [% hold.title %]
> [% hold.author %]
> [% hold.acpl_name %]
> [% checkin.copy.barcode %]
>
> Does anyone know where these variables are coming from and how to generate
> ones that aren't already included in the template display?
>
> They're different from the variable structure used in the workstation JS
> print templates. For example:
> {{hold_data.title}}
> {{hold_data.copy.location.name}}
>
> My most pressing need is now that statuses other than Available/Recently
> Returned can show up on the pull list, I want to have the template print
> out the item's status so that libraries can see when an item is
> Available, Display, etc.
>
> Through trial and error, I've been able to print the copy status ID using
>
> [% hold.cp_status %]
>
> But this isn't very helpful for library staff.
>
> Anyone have thoughts on where to go from here?
>
> 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 Fri, Dec 20, 2024 at 8:08 AM Elizabeth Davis <
> elizabeth.davis at sparkpa.org> wrote:
>
>> 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.
>>
>>
>>
>> *Elizabeth Davis* (she/her), *Program Manager*
>>
>> *Pennsylvania Integrated Library System **(PaILS) | SPARK*
>>
>> (717) 256-1627 | *elizabeth.davis at sparkpa.org
>> <katherine.dannehl at sparkpa.org>*
>> *support.sparkpa.org <https://support.sparkpa.org/>* | *support at sparkpa.org
>> <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>
>> 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
>> <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=>
>>
>> [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
>> <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
>>
>>
>>
>>
>> John Amundson (he/him/his)
>> Library Applications Supervisor, C/W MARS, Inc.
>>
>> ------------------------------
>>
>> [image: icon] jamundson at cwmars.org | [image: 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=>
>>
>> [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://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
>> >
>> > http://help.georgialibraries.org
>> <https://urldefense.proofpoint.com/v2/url?u=http-3A__help.georgialibraries.org&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=j4SWsMDXRVOGlMb-EfMRIp9IjAos-OG-ewOKBUjTNh8&m=STex9Rul5hrndhU-ZIBKgZQ0ft7gnDHihKdzGaFRDOnrwtxCwaqbqtQyiQ6Gi7ho&s=-vdVzMEnWXCp4b30pqxchjkIsNUX8MkQjezv3knaihE&e=>
>> | help at georgialibraries.org
>> >
>> > <https://www.facebook.com/georgialibraries
>> <https://urldefense.proofpoint.com/v2/url?u=https-3A__www.facebook.com_georgialibraries&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=j4SWsMDXRVOGlMb-EfMRIp9IjAos-OG-ewOKBUjTNh8&m=STex9Rul5hrndhU-ZIBKgZQ0ft7gnDHihKdzGaFRDOnrwtxCwaqbqtQyiQ6Gi7ho&s=rS34XO5q1o2szZW5cC3S6YchvMJ70V1jDTJhjzncuds&e=>
>> >
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>> >
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>> >
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>> 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
>> <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.
>> >>
>> >> _______________________________________________
>> >> Evergreen-general mailing list
>> >> Evergreen-general at list.evergreen-ils.org
>> >>
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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
>> 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.
>>
>> _______________________________________________
>> Evergreen-general mailing list
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>>
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