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

Tue Jan 14 16:50:09 EST 2025

cs_name in particular is a weird one, because it's not even defined in the
IDL that the reporter uses.  But here's a hack for figuring out what you
want in the staff client:
1) Make these columns visible in the grid
2) Save the grid settings
3) Go to Administration -> Workstation -> Stored Preferences -> Server
Workstation Prefs
4) Look for a likely candidate entry in that list, which is only slightly
cryptic. :-)  In this case, you're looking for eg.grid.circ.holds.pull_list
5) Click on that entry and look at the data in the right pane. The name
field contains the internal field name for the column. You'll still need to
append the field names you're interested in to an object like "hold".

-- Jason

On Tue, Jan 14, 2025 at 4:37 PM Morgan, Michele via Evergreen-general <
evergreen-general at list.evergreen-ils.org> wrote:

> 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=>
>>> >
>>> > <https://www.twitter.com/georgialibs
>>> <https://urldefense.proofpoint.com/v2/url?u=https-3A__www.twitter.com_georgialibs&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=j4SWsMDXRVOGlMb-EfMRIp9IjAos-OG-ewOKBUjTNh8&m=STex9Rul5hrndhU-ZIBKgZQ0ft7gnDHihKdzGaFRDOnrwtxCwaqbqtQyiQ6Gi7ho&s=p_Z73GwaVzNwwWW7IjD_qVD_iMlwvk1wQW07TrdVGPg&e=>
>>> >
>>> > <https://www.instagram.com/georgialibraries/
>>> <https://urldefense.proofpoint.com/v2/url?u=https-3A__www.instagram.com_georgialibraries_&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=j4SWsMDXRVOGlMb-EfMRIp9IjAos-OG-ewOKBUjTNh8&m=STex9Rul5hrndhU-ZIBKgZQ0ft7gnDHihKdzGaFRDOnrwtxCwaqbqtQyiQ6Gi7ho&s=wOCI8Jf_A7tgd36PCnhQlIdfBUOYJtXdxOGxij6AEa4&e=>
>>> >
>>> > <https://www.twitter.com/georgialibs
>>> <https://urldefense.proofpoint.com/v2/url?u=https-3A__www.twitter.com_georgialibs&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=j4SWsMDXRVOGlMb-EfMRIp9IjAos-OG-ewOKBUjTNh8&m=STex9Rul5hrndhU-ZIBKgZQ0ft7gnDHihKdzGaFRDOnrwtxCwaqbqtQyiQ6Gi7ho&s=p_Z73GwaVzNwwWW7IjD_qVD_iMlwvk1wQW07TrdVGPg&e=>
>>> >
>>> >
>>> > Join our email list <http://georgialibraries.org
>>> <https://urldefense.proofpoint.com/v2/url?u=http-3A__georgialibraries.org&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=j4SWsMDXRVOGlMb-EfMRIp9IjAos-OG-ewOKBUjTNh8&m=STex9Rul5hrndhU-ZIBKgZQ0ft7gnDHihKdzGaFRDOnrwtxCwaqbqtQyiQ6Gi7ho&s=n_Au32qCETcDqHF89XZTupwpwUOv4yyXzneMyeHVshw&e=>>
>>> 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
>>> >>
>>> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>>> <https://urldefense.proofpoint.com/v2/url?u=http-3A__list.evergreen-2Dils.org_cgi-2Dbin_mailman_listinfo_evergreen-2Dgeneral&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=j4SWsMDXRVOGlMb-EfMRIp9IjAos-OG-ewOKBUjTNh8&m=STex9Rul5hrndhU-ZIBKgZQ0ft7gnDHihKdzGaFRDOnrwtxCwaqbqtQyiQ6Gi7ho&s=SgL6ZAM4J4ydo_nM4iAgUBQcrzfxpC4rQAs5NssXZMc&e=>
>>> >>
>>>
>>>
>>> --
>>> 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
>>> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>>> <https://urldefense.proofpoint.com/v2/url?u=http-3A__list.evergreen-2Dils.org_cgi-2Dbin_mailman_listinfo_evergreen-2Dgeneral&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=j4SWsMDXRVOGlMb-EfMRIp9IjAos-OG-ewOKBUjTNh8&m=STex9Rul5hrndhU-ZIBKgZQ0ft7gnDHihKdzGaFRDOnrwtxCwaqbqtQyiQ6Gi7ho&s=SgL6ZAM4J4ydo_nM4iAgUBQcrzfxpC4rQAs5NssXZMc&e=>
>>>
>>> _______________________________________________
>>> Evergreen-general mailing list
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>>>
>>> _______________________________________________
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>>
> _______________________________________________
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-- 
Jason Etheridge
Senior Developer
Equinox Open Library Initiative
jason at equinoxOLI.org
https://equinoxOLI.org
phone: 877-OPEN-ILS (673-6457)
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