[OPEN-ILS-GENERAL] 3.3.3 staff client receipt printing & defaults

Thu Sep 12 11:39:10 EDT 2019

Benjamin,

It is true that there's no client interface yet to turn workstation
settings into user settings and org unit settings. It does require database
access and resources to manage. Whether or not it can work and be
manageable in your consortium depends on many factors, like size and
complexity, as well as access. Also, any workstation settings that are
turned into org unit settings will appear in the Library Settings Editor in
the client, an already long list.

As you found, you can see the server side workstation settings as Josh
describes, but you can't change them or turn them into user or org unit
settings there. You can delete them though, so be careful of that red X!

For those that are interested, I'll just share a couple of queries I have
used to create org unit settings from workstation settings.

First, the setting type needs to exist. This creates an org unit setting
type for the holds display in the staff catalog by copying the workstation
setting type:

insert into config.org_unit_setting_type (name, label, grp, description,
datatype)
select name, label, grp, description, datatype
from config.workstation_setting_type
where name = 'eg.grid.cat.catalog.wide_holds'

Once the org unit setting type exists, the setting can be created. This
copies that workstation setting from a specified workstation (id 2872) to
an org unit (id 28):

insert into actor.org_unit_setting (org_unit, name, value)
select 28 as org_unit, name, value
from actor.workstation_setting
where workstation = 2872
and name = 'eg.grid .cat.catalog.wide_holds '

The org unit setting will apply to a workstation in that org unit that
doesn't have a workstation setting of that type:

Hope this helps,

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

On Thu, Sep 12, 2019 at 9:25 AM Josh Stompro <stomproj at gsuite.larl.org>
wrote:

> Wait, I just noticed that there is an easier way in the web staff client.
>
> In the web staff client, look under Administration -> Workstation ->
> Stored User Preferences -> Server Workstation Prefs.
>
> That will list all the preferences and their values for the current
> workstation preferences.
>
> [image: image.png]
> Josh
>
> On Thu, Sep 12, 2019 at 8:21 AM Josh Stompro <stomproj at gsuite.larl.org>
> wrote:
>
>> Ben, I think you have to go to the database or source.
>>
>> -- List all workstation setting types.
>> SELECT * FROM config.workstation_setting_type ORDER BY NAME;
>>
>> Look at the 950.data.seed-values.sql file (huge file though). Search for
>> config.workstation_setting_type starting around line 18475.
>>
>> https://git.evergreen-ils.org/?p=Evergreen.git;a=blob;f=Open-ILS/src/sql/Pg/950.data.seed-values.sql;h=daf37c36d36eb62f905fa75e8b1dc3ddc8b3d13e;hb=HEAD#l18475
>>
>>
>>  Once you know the name, I believe you would create an "Org Unit Setting
>> Type" with the same name.  Then you can set values for it via the library
>> settings editor.
>>
>> Josh
>>
>>
>> On Wed, Sep 11, 2019 at 3:14 PM Benjamin Kalish <
>> bkalish at forbeslibrary.org> wrote:
>>
>>> This sounds amazing, but how does one find the settings related to a
>>> print template (all of ours are workstation settings now) so that one can
>>> make them a user setting or an org setting instead?
>>>
>>> Benjamin Kalish
>>> Forbes Library / 413-587-1012 / bkalish at forbeslibrary.org
>>>
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>>>
>>> On Tue, Sep 10, 2019 at 11:57 AM Josh Stompro <stomproj at gsuite.larl.org>
>>> wrote:
>>>
>>>> Morgan, thank you for this info.  I totally missed the connection to
>>>> print templates when I read that message the first time around, and I don't
>>>> think I'm the only one.  When Bill posted his message about the server side
>>>> processed print templates in April 2019
>>>> <http://libmail.georgialibraries.org/pipermail/open-ils-dev/2019-April/010709.html>,
>>>> I commented (along with a few other people) that it would be great to have
>>>> a way to centrally manage print templates, not realizing that had been
>>>> added 8 months earlier.
>>>>
>>>> I started a bug report with notes on documenting this behavior in the
>>>> print templates section.
>>>> https://bugs.launchpad.net/evergreen/+bug/1843454
>>>>
>>>> Josh
>>>>
>>>> On Mon, Sep 9, 2019 at 3:26 PM Morgan, Michele <mmorgan at noblenet.org>
>>>> wrote:
>>>>
>>>>> Hi Josh,
>>>>>
>>>>> Since moving to 3.2 where workstation settings were moved to the
>>>>> server, we've been making use of org unit settings to set default print
>>>>> templates. Any workstation setting can be turned into an org unit setting
>>>>> as Bill Erickson described here:
>>>>>
>>>>> https://markmail.org/message/hfaogumstphagscy
>>>>>
>>>>> We have set a number of default print templates at the consortium org
>>>>> unit level as consortium defaults, and upon request of a library, have
>>>>> copied print templates configured on a given workstation into org unit
>>>>> settings for that library so they don't need to be set on each workstation.
>>>>> We've left the workstation setting types so that individual workstations
>>>>> can override the org unit settings when necessary.
>>>>>
>>>>> This has been pretty successful, eliminating the need for library
>>>>> staff to move them from workstation to workstation on a flash drive.
>>>>>
>>>>> We've done this for many column settings as well.
>>>>>
>>>>> Hope this is helpful.
>>>>> Michele
>>>>> --
>>>>> Michele M. Morgan, Technical Support Analyst
>>>>> North of Boston Library Exchange, Danvers Massachusetts
>>>>> mmorgan at noblenet.org
>>>>>
>>>>>
>>>>>
>>>>> On Mon, Sep 9, 2019 at 2:25 PM Josh Stompro <stomproj at gsuite.larl.org>
>>>>> wrote:
>>>>>
>>>>>> Hello, I just want to make sure I have this correct while planning
>>>>>> our upgrade to 3.3
>>>>>>
>>>>>> If I want to set global printer templates in the staff client in
>>>>>> 3.3.3 I can modify the templates at
>>>>>> /openils/var/templates/staff/share/print_templates/
>>>>>> or if I have alternate TT2 template locations
>>>>>> (/openils/var/templates_shared/) I can update them there.
>>>>>>
>>>>>> If I need to set per location defaults for the print templates, I'll
>>>>>> need to enter data per workstation into actor.workstation_setting.
>>>>>>
>>>>>> In 3.4 there will be an admin gui for updating the print templates
>>>>>> per org unit and locale.
>>>>>> https://bugs.launchpad.net/evergreen/+bug/1825851
>>>>>>
>>>>>> Thanks
>>>>>> --
>>>>>> Josh Stompro - IT Director
>>>>>> Lake Agassiz Regional Library
>>>>>> Desk: 218-233-3757 Ext 139
>>>>>> Cell: 218-790-2110
>>>>>>
>>>>>
>>>>
>>>> --
>>>> Josh Stompro - IT Director
>>>> Lake Agassiz Regional Library
>>>> Desk: 218-233-3757 Ext 139
>>>> Cell: 218-790-2110
>>>>
>>>
>>
>> --
>> Josh Stompro - IT Director
>> Lake Agassiz Regional Library
>> Desk: 218-233-3757 Ext 139
>> Cell: 218-790-2110
>>
>
>
> --
> Josh Stompro - IT Director
> Lake Agassiz Regional Library
> Desk: 218-233-3757 Ext 139
> Cell: 218-790-2110
>
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