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HI Susan and Jason</div>
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Thank you, this is very helpful. I was really worried about my outputs. I'll be sure to use the SUM transform. Can you speak to Susan's comments regarding the difference when running it on a Date vs Year transform?</div>
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<p style="margin: 0in; font-family: Aptos, sans-serif; font-size: 12pt;"> </p>
<p style="margin: 0in; font-family: Aptos, sans-serif; font-size: 12pt;"><img width="82" height="82" style="width: 0.864in; height: 0.864in; margin-top: 0px; margin-bottom: 0px; float: left;" data-outlook-trace="F:1|T:1" src="cid:bed182f1-0104-4ee5-b59a-7c4bf508c116"><span style="color: rgb(22, 105, 122);"><b>Elizabeth
Davis</b></span><b> </b>(she/her), <span style="color: rgb(22, 105, 122);"><b><i>Program Manager</i></b></span></p>
<p style="margin: 0in; font-family: Aptos, sans-serif; font-size: 12pt;"><span style="color: rgb(51, 102, 204);"><b>Pennsylvania Integrated Library System
</b></span><span style="color: rgb(68, 114, 196);"><b>(PaILS) | SPARK</b></span><span style="color: rgb(51, 102, 204);"> </span></p>
<p style="margin: 0in; font-family: Aptos, sans-serif; font-size: 12pt;"><span style="color: rgb(51, 102, 204);">(717) 256-1627</span> |
<span style="color: rgb(5, 99, 193);"><u><a href="mailto:katherine.dannehl@sparkpa.org" target="_blank" style="color: rgb(5, 99, 193); margin-top: 0px; margin-bottom: 0px;">elizabeth.davis@sparkpa.org</a></u></span> <br>
<span style="color: rgb(5, 99, 193);"><u><a href="https://support.sparkpa.org/" target="_blank" style="color: rgb(5, 99, 193); margin-top: 0px; margin-bottom: 0px;">support.sparkpa.org</a></u></span><span style="color: rgb(51, 102, 204);"> |
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<div id="divRplyFwdMsg" dir="ltr"><font face="Calibri, sans-serif" color="#000000" style="font-size:11pt"><b>From:</b> Susan Morrison <smorrison@georgialibraries.org><br>
<b>Sent:</b> Tuesday, January 7, 2025 4:24 PM<br>
<b>To:</b> Elizabeth Davis <elizabeth.davis@sparkpa.org><br>
<b>Cc:</b> Evergreen Community Reports Email List <evergreen-reports@list.evergreen-ils.org><br>
<b>Subject:</b> Re: [Evergreen-reports] Balance Owed Reports</font>
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<div dir="ltr"><font face="arial, sans-serif">I ran a report with patron barcodes to cross-check, and it looks like the raw is only returning unique values (?) for each patron.</font>
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<div><font face="arial, sans-serif">Here's what is currently shown on the patron account ($6.20 balance owed):<br>
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<div><img alt="image.png" width="173" height="165" data-outlook-trace="F:1|T:1" src="cid:ii_m5mz3uwv3"><br>
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<font face="arial, sans-serif">Sum ($6.20):<br>
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<font face="arial, sans-serif">2024-11-12</font></td>
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<font face="arial, sans-serif">3.2</font></td>
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<font face="arial, sans-serif">2024-11-15</font></td>
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<font face="arial, sans-serif">1.4</font></td>
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<font face="arial, sans-serif">2025-01-06</font></td>
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<font face="arial, sans-serif">1.6</font></td>
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<div dir="ltr"><font face="arial, sans-serif">Raw ($3.80):<br>
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<font size="2" face="arial, sans-serif">2024-11-12</font></td>
<td align="right" width="64" style="width:48pt; padding-top:1px; padding-right:1px; padding-left:1px; color:black; font-size:11pt; font-family:Calibri,sans-serif; vertical-align:bottom; border:none">
<font size="2" face="arial, sans-serif">0.8</font></td>
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<font size="2" face="arial, sans-serif">2024-11-15</font></td>
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<font size="2" face="arial, sans-serif">1.4</font></td>
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<font size="2" face="arial, sans-serif">2025-01-06</font></td>
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<font size="2" face="arial, sans-serif">1.6</font></td>
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<div dir="ltr" class="x_gmail_attr">On Tue, Jan 7, 2025 at 3:58 PM Elizabeth Davis <<a href="mailto:elizabeth.davis@sparkpa.org">elizabeth.davis@sparkpa.org</a>> wrote:<br>
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Hi Susan</div>
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Thanks, I gave that a test. I didn't change the Timestamp field transform but when I changed the Balance Owed Field Transform from Sum to Raw Data, I saw a significant different in totals. </div>
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For example, it went from $1,412.24 with the SUM transform to $486.01 with the RAW transform for 2025</div>
<div id="x_m_6287293406829571935m_2077157725269374336m_-1303560534024515242m_-4253512712704994378Signature">
<p style="margin:0in; font-family:Aptos,sans-serif; font-size:12pt"> </p>
<p style="margin:0in; font-family:Aptos,sans-serif; font-size:12pt"><img width="82" height="82" style="width:0.864in; height:0.864in; margin-top:0px; margin-bottom:0px; float:left" data-outlook-trace="F:1|T:1" src="cid:ii_1944297d90a37ffebab2"><span style="color:rgb(22,105,122)"><b>Elizabeth
Davis</b></span><b> </b>(she/her), <span style="color:rgb(22,105,122)"><b><i>Program Manager</i></b></span></p>
<p style="margin:0in; font-family:Aptos,sans-serif; font-size:12pt"><span style="color:rgb(51,102,204)"><b>Pennsylvania Integrated Library System
</b></span><span style="color:rgb(68,114,196)"><b>(PaILS) | SPARK</b></span><span style="color:rgb(51,102,204)"> </span></p>
<p style="margin:0in; font-family:Aptos,sans-serif; font-size:12pt"><span style="color:rgb(51,102,204)">(717) 256-1627</span> |
<span style="color:rgb(5,99,193)"><u><a href="mailto:katherine.dannehl@sparkpa.org" style="color:rgb(5,99,193); margin-top:0px; margin-bottom:0px">elizabeth.davis@sparkpa.org</a></u></span> <br>
<span style="color:rgb(5,99,193)"><u><a href="https://urldefense.proofpoint.com/v2/url?u=https-3A__support.sparkpa.org_&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=j4SWsMDXRVOGlMb-EfMRIp9IjAos-OG-ewOKBUjTNh8&m=J7guRifZQOVuL0hpLoDvoQtVKM4oVqWxVOyyAy09LhNtgNxKbfj4uK4UWH5cNOCm&s=NQHT17tjDlEsKtl81rnZvUTALW66bOJfXWr6TGnXa9Y&e=" data-auth="NotApplicable" style="color:rgb(5,99,193); margin-top:0px; margin-bottom:0px">support.sparkpa.org</a></u></span><span style="color:rgb(51,102,204)"> |
</span><span style="color:rgb(5,99,193)"><u><a href="mailto:support@sparkpa.org" style="color:rgb(5,99,193); margin-top:0px; margin-bottom:0px">support@sparkpa.org</a></u></span><span style="color:rgb(51,102,204)"> </span></p>
<p style="margin:0in; font-family:Aptos,sans-serif; font-size:12pt"> </p>
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<font face="Calibri, sans-serif" color="#000000" style="font-size:11pt"><b>From:</b> Susan Morrison <<a href="mailto:smorrison@georgialibraries.org">smorrison@georgialibraries.org</a>><br>
<b>Sent:</b> Tuesday, January 7, 2025 3:37 PM<br>
<b>To:</b> Evergreen Community Reports Email List <<a href="mailto:evergreen-reports@list.evergreen-ils.org">evergreen-reports@list.evergreen-ils.org</a>><br>
<b>Cc:</b> Elizabeth Davis <<a href="mailto:elizabeth.davis@sparkpa.org">elizabeth.davis@sparkpa.org</a>><br>
<b>Subject:</b> Re: [Evergreen-reports] Balance Owed Reports</font>
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<div dir="ltr">
<div dir="ltr">Here are the paths for a report similar to what I've used in the past. I will mention that previously I had used Date for the Last Billing Timestamp transform, and the total is about a $25 difference from when I used Year, and I'm not quite sure
why... If anyone sees a problem with this report, please let me know! 😬
<div><br>
</div>
<div>Source: Billable Transaction Summary with Billing Location <br>
<br>
Display Fields:<br>
Billable Transaction Summary with Billing Location > Billing Location > Short (Policy) Name as "Billing Location"<br>
Billable Transaction Summary with Billing Location > Last Billing Timestamp as "Last Bill Date" (Year)<br>
Billable Transaction Summary with Billing Location > Balance Owed (Sum) </div>
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</div>
<div>Filters:<br>
Billable Transaction Summary with Billing Location > Billing Location > Organizational Unit ID (In List)<br>
Billable Transaction Summary with Billing Location > Last Billing Timestamp (Between) (Year) </div>
<div>Billable Transaction Summary with Billing Location > Transaction Finish Time (is NULL)<br>
Billable Transaction Summary with Billing Location > Balance Owed (Sum) (Greater than) 0
<br>
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<div dir="ltr">On Tue, Jan 7, 2025 at 2:10 PM Elizabeth Davis via Evergreen-reports <<a href="mailto:evergreen-reports@list.evergreen-ils.org">evergreen-reports@list.evergreen-ils.org</a>> wrote:<br>
</div>
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Hello Everyone, </div>
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<span style="color:rgb(0,0,0)">Just curious if anyone has a patron bills balance owed report that they wouldn't mind sharing. One of our library's auditors needs a total of bill balances owed to the library broken down by year of billing. I've been testing
the </span><span style="color:black">Billable Transaction Summary with Billing Location and Open Billable Transaction Summary sources and I'm not happy with my results. </span></div>
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Any tips or suggestions would be appreciated. </div>
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Thank you, <span style="font-family:Aptos,sans-serif"> </span></div>
<div id="x_m_6287293406829571935m_2077157725269374336m_-1303560534024515242m_-4253512712704994378x_m_3902283024227400837m_2691850988730437326m_7924796813434251165m_-3364184271387841711Signature">
<p style="margin:0in; font-family:Aptos,sans-serif; font-size:12pt"><img width="82" height="82" style="width:0.864in; height:0.864in; margin-top:0px; margin-bottom:0px; float:left" data-outlook-trace="F:1|T:1" src="cid:ii_1944297d90a9d1c04aa1"><span style="color:rgb(22,105,122)"><b>Elizabeth
Davis</b></span><b> </b>(she/her), <span style="color:rgb(22,105,122)"><b><i>Program Manager</i></b></span></p>
<p style="margin:0in; font-family:Aptos,sans-serif; font-size:12pt"><span style="color:rgb(51,102,204)"><b>Pennsylvania Integrated Library System
</b></span><span style="color:rgb(68,114,196)"><b>(PaILS) | SPARK</b></span><span style="color:rgb(51,102,204)"> </span></p>
<p style="margin:0in; font-family:Aptos,sans-serif; font-size:12pt"><span style="color:rgb(51,102,204)">(717) 256-1627</span> |
<span style="color:rgb(5,99,193)"><u><a href="mailto:katherine.dannehl@sparkpa.org" id="x_m_6287293406829571935m_2077157725269374336m_-1303560534024515242m_-4253512712704994378x_m_3902283024227400837m_2691850988730437326m_7924796813434251165m_-3364184271387841711OWA63ce4a2e-8f7c-58d6-57e5-52e48e020862" style="color:rgb(5,99,193); margin-top:0px; margin-bottom:0px">elizabeth.davis@sparkpa.org</a></u></span> <br>
<span style="color:rgb(5,99,193)"><u><a href="https://urldefense.proofpoint.com/v2/url?u=https-3A__support.sparkpa.org_&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=j4SWsMDXRVOGlMb-EfMRIp9IjAos-OG-ewOKBUjTNh8&m=kJM48NUjGTG2FF2mUrpqbDGjP4NpJlj5nwjBPQIUouOE7b6JfHLApF3XoaZzUxbO&s=3ntW5QV9eVe5H9RYNlCCKr_j6U7hRFpvMB9_oBDz6IY&e=" data-auth="NotApplicable" id="x_m_6287293406829571935m_2077157725269374336m_-1303560534024515242m_-4253512712704994378x_m_3902283024227400837m_2691850988730437326m_7924796813434251165m_-3364184271387841711OWAed344a83-24ad-9669-46ed-37c2232faa25" style="color:rgb(5,99,193); margin-top:0px; margin-bottom:0px">support.sparkpa.org</a></u></span><span style="color:rgb(51,102,204)"> |
</span><span style="color:rgb(5,99,193)"><u><a href="mailto:support@sparkpa.org" id="x_m_6287293406829571935m_2077157725269374336m_-1303560534024515242m_-4253512712704994378x_m_3902283024227400837m_2691850988730437326m_7924796813434251165m_-3364184271387841711OWA30ca76d1-e2e1-7094-9a06-b909549d99f1" style="color:rgb(5,99,193); margin-top:0px; margin-bottom:0px">support@sparkpa.org</a></u></span><span style="color:rgb(51,102,204)"> </span></p>
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<a href="https://urldefense.proofpoint.com/v2/url?u=https-3A__georgialibraries.org_&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=j4SWsMDXRVOGlMb-EfMRIp9IjAos-OG-ewOKBUjTNh8&m=kJM48NUjGTG2FF2mUrpqbDGjP4NpJlj5nwjBPQIUouOE7b6JfHLApF3XoaZzUxbO&s=9IlrtL8GR4qINSRtrAqYtS1ETzz8g4vW6fOoxsddpX4&e=" data-auth="NotApplicable"><span style="font-size:11pt; font-family:Arial,sans-serif; color:rgb(17,85,204); background-color:transparent; vertical-align:baseline"><span style="border:none; display:inline-block; overflow:hidden; width:75px; height:75px"><img alt="logo with link to Georgia Public Library Service website" width="75" height="75" style="margin-left:0px; margin-top:0px" src="https://lh7-us.googleusercontent.com/-DAktP03nVi4vOdk2T7D5fdeYMZuhCktMOWq5h34ccr6-DNd5bXARSt5vLX5ngUpIF4IGw2Pt3A4YDZGRKPsNCFNKeBya2X-pnzYG1qo84yh_a7PIL2zimyXSzoUIhlFEPJbadV-YDuvqpae-_pSoFo"></span></span></a></p>
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<p dir="ltr" style="line-height:1.38; margin-top:0pt; margin-bottom:0pt"><span style="font-size:13pt; font-family:Verdana,sans-serif; color:rgb(30,67,155); background-color:transparent; font-weight:700; vertical-align:baseline">Susan Morrison, PINES Operations
Analyst</span></p>
<p dir="ltr" style="line-height:1.38; margin-top:0pt; margin-bottom:0pt"></p>
<hr>
<p></p>
<p dir="ltr" style="line-height:1.38; margin-top:0pt; margin-bottom:0pt"><span style="font-size:12pt; font-family:Verdana,sans-serif; color:rgb(0,0,0); background-color:transparent; font-weight:700; vertical-align:baseline"></span><span style="font-size:12pt; font-family:Verdana,sans-serif; color:rgb(30,67,155); background-color:transparent; font-weight:700; vertical-align:baseline">Georgia
Public Library Service</span></p>
<p dir="ltr" style="line-height:1.38; margin-top:0pt; margin-bottom:0pt"><span style="font-size:12pt; font-family:Verdana,sans-serif; color:rgb(30,67,155); background-color:transparent; vertical-align:baseline">2872 Woodcock Blvd, Suite 250 | Atlanta, GA 30341</span></p>
<p dir="ltr" style="line-height:1.38; margin-top:0pt; margin-bottom:0pt"><span style="font-size:12pt; font-family:Verdana,sans-serif; color:rgb(30,67,155); background-color:transparent; vertical-align:baseline">(404) 235-7142 |
<a href="mailto:smorrison@georgialibraries.org">smorrison@georgialibraries.org</a></span></p>
<p dir="ltr" style="line-height:1.38; margin-top:0pt; margin-bottom:0pt"><span style="font-size:12pt; font-family:Verdana,sans-serif; color:rgb(30,67,155); background-color:transparent; vertical-align:baseline"><a href="https://urldefense.proofpoint.com/v2/url?u=https-3A__help.georgialibraries.org&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=j4SWsMDXRVOGlMb-EfMRIp9IjAos-OG-ewOKBUjTNh8&m=kJM48NUjGTG2FF2mUrpqbDGjP4NpJlj5nwjBPQIUouOE7b6JfHLApF3XoaZzUxbO&s=fTtEYtWDQ4Y5GJh5r_Slx8h0O_ra-h29Hfh6rDL0zcE&e=" data-auth="NotApplicable">https://help.georgialibraries.org</a>
| <a href="mailto:help@georgialibraries.org">help@georgialibraries.org</a></span></p>
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<p dir="ltr" style="line-height:1.2; margin-top:0pt; margin-bottom:0pt"><a href="https://urldefense.proofpoint.com/v2/url?u=http-3A__georgialibraries.org_subscription&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=j4SWsMDXRVOGlMb-EfMRIp9IjAos-OG-ewOKBUjTNh8&m=kJM48NUjGTG2FF2mUrpqbDGjP4NpJlj5nwjBPQIUouOE7b6JfHLApF3XoaZzUxbO&s=zNtPFChxNoCZaeAYbArareJLo7YOTY0zF_RfG8-H-7U&e=" data-auth="NotApplicable"><span style="font-size:11pt; font-family:Verdana,sans-serif; color:rgb(17,85,204); font-style:italic; vertical-align:baseline">Join
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</span><span style="font-size:11pt; font-family:Verdana,sans-serif; color:rgb(67,67,67); font-style:italic; vertical-align:baseline">for stories of Georgia libraries making an impact in our communities.</span></p>
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</blockquote>
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<div><br clear="all">
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<div><br>
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<span class="x_gmail_signature_prefix">-- </span><br>
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<td colspan="2" style="vertical-align:top; padding:5pt; overflow:hidden">
<p dir="ltr" style="line-height:1.38; margin-top:0pt; margin-bottom:0pt"><span style="font-size:13pt; font-family:Verdana,sans-serif; color:rgb(30,67,155); background-color:transparent; font-weight:700; vertical-align:baseline">Susan Morrison, PINES Operations
Analyst</span></p>
<p dir="ltr" style="line-height:1.38; margin-top:0pt; margin-bottom:0pt"></p>
<hr>
<p></p>
<p dir="ltr" style="line-height:1.38; margin-top:0pt; margin-bottom:0pt"><span style="font-size:12pt; font-family:Verdana,sans-serif; color:rgb(0,0,0); background-color:transparent; font-weight:700; vertical-align:baseline"></span><span style="font-size:12pt; font-family:Verdana,sans-serif; color:rgb(30,67,155); background-color:transparent; font-weight:700; vertical-align:baseline">Georgia
Public Library Service</span></p>
<p dir="ltr" style="line-height:1.38; margin-top:0pt; margin-bottom:0pt"><span style="font-size:12pt; font-family:Verdana,sans-serif; color:rgb(30,67,155); background-color:transparent; vertical-align:baseline">2872 Woodcock Blvd, Suite 250 | Atlanta, GA 30341</span></p>
<p dir="ltr" style="line-height:1.38; margin-top:0pt; margin-bottom:0pt"><span style="font-size:12pt; font-family:Verdana,sans-serif; color:rgb(30,67,155); background-color:transparent; vertical-align:baseline">(404) 235-7142 |
<a href="mailto:smorrison@georgialibraries.org">smorrison@georgialibraries.org</a></span></p>
<p dir="ltr" style="line-height:1.38; margin-top:0pt; margin-bottom:0pt"><span style="font-size:12pt; font-family:Verdana,sans-serif; color:rgb(30,67,155); background-color:transparent; vertical-align:baseline"><a href="https://urldefense.proofpoint.com/v2/url?u=https-3A__help.georgialibraries.org&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=j4SWsMDXRVOGlMb-EfMRIp9IjAos-OG-ewOKBUjTNh8&m=J7guRifZQOVuL0hpLoDvoQtVKM4oVqWxVOyyAy09LhNtgNxKbfj4uK4UWH5cNOCm&s=ZC-rEF3B7BlmxtOXMSH9FNVbVKFaMCnrOA3PZJzNic4&e=" data-auth="NotApplicable">https://help.georgialibraries.org</a>
| <a href="mailto:help@georgialibraries.org">help@georgialibraries.org</a></span></p>
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