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

Tue Jan 14 17:03:15 EST 2025

Thanks, Jason!

This is also very helpful. Definitely gives us somewhere to look.

Not ideal for most end users, but a huge help for network support.

John

P.S. It doesn't always seem like it's 100% 1 to 1, either. For example, to
print the item's barcode on the pull list, the variable is cp_barcode, but
in Server Preferences, it's listed as current_item, which doesn't work in
the template. Still SO much better than what I had an hour ago.

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 Tue, Jan 14, 2025 at 4:50 PM Jason Etheridge via Evergreen-general <
evergreen-general at list.evergreen-ils.org> wrote:

> 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=>
>>>> >
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>>>> <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
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>>>> for stories of Georgia
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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
>>>> <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=>
>>>>
>>>> _______________________________________________
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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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