[OPEN-ILS-GENERAL] best practices for configuring user's work OU

[James Wagner]

Deana:

I work in a 2-branch system using Evergreen 2.4 (although that doesn't matter in this case), within a consortium of 5 libraries. Our staff can administer a patron's account from either branch. So, it doesn't matter if a patron of Branch A phones, or goes into Branch B, the staff can still help them. To do this you need to give staff permission, by going to the Admin menu and choosing User Permission Editor, then checking off all the branches.  (See attached screen dump)


There is, however, an issue with holds (Evergreen 2.3 & 2.4) that under certain circumstances get sent to the staff member's home library, not the patron's.   This issue has been  reported in Launchpad  https://bugs.launchpad.net/evergreen/+bug/1167541. The work-around is to make sure staff, when they are putting an item on hold, check on the patron's home library and confirm, with the patron, where they want to pick up the item.

As to overdue notices for patrons without email. Equinox set up a report generator for us. We log into a web address, and access a pdf file containing all the overdue notices for that day and that branch (each branch gets its own report). We then print them and send them out by mail. ( How they do this is well beyond my limited expertise.)

Hope this helps.

James Wagner
Technical Services Co-ordinator
Lincoln Public Library
Vineland, Ontario, Canada
905-563-2799 ext 216
wagner at lincoln.library.on.ca<mailto:wagner at lincoln.library.on.ca>
www.lincoln.library.on.ca





From: open-ils-general-bounces at list.georgialibraries.org [mailto:open-ils-general-bounces at list.georgialibraries.org] On Behalf Of Deana Cunningham
Sent: August-10-13 12:25 PM
To: open-ils-general at list.georgialibraries.org
Subject: [OPEN-ILS-GENERAL] best practices for configuring user's work OU

Hi all,

We are a library system with four branches. Most of our employees work at a particular branch, but patrons can use their card at any branch. If I set up a work OU for only the branch where the employee works, will they still be able to administer patron's accounts if that patron's home library is another branch?

I'm still trying to configure our overdue process - anyone have any advice on setting up Evergreen to print address labels or letters when a patron doesn't have an email address?

Thanks!

Deana Cunningham
Branch Manager, South Branch Library
1550 S. Campus Dr.
Creedmoor, NC 27522
Phone: (919) 528-1752
Fax: (919) 528-1376
deana.cunningham at granvillecounty.org<mailto:deana.cunningham at granvillecounty.org>
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