OWWLUG Meeting, Friday, April 27, 2012

Agenda

Holds and newly added holdings

RetargetHoldsForNewCopies

Screen resolution and Evergreen

Recommended screen resolution 1280x1024

Expand display size in Windows - Appearance and Personalization > Display settings - Change Display Size in Windows

Expand text size in Evergreen - GlobalFontSoundSettings

Sneak Peek at Evergreen version 2.2

Improvements and new features

• Patron registration all one screen
• View current and previous patron barcodes
• Set hold pickup/notification defaults from new patron registration or patron edit
• Additional information and copy/print functionality in patron summary
• Add notes to holds
• Add hold cancelled reason/note
• View cancelled holds
• View total # of holds on a title from patron holds list
• When overdue items are checked in the "Transaction for… billable..." notation can be clicked to open the patron record
• Check in "Fast Entry"
• Renew Items function - scan by barcode, print date due receipt
• Details Views (Holds, Item Status)
• New OPAC/Search the Catalog interface
• Search for "all of" a format using only format filter, e.g.: item type=projected medium no search input returns all DVD records
• Item barcodes in Search the Catalog clickable - open record in Item Status>Details View
• Search the Catalog holdings display barcode and vol/copy hold options in one line
• Limit Holdings Maintenance screen by OWN LIBRARY!!!
• Create copy and make available in same step
• OPAC - patrons can view checkout and hold history; can downlaod checkout history as CSV
• OPAC - patrons can place hold on multiple items at ONCE from a list!!!!
• OPAC - Lists (formerly Bookbags) handled differently - temporary or saved
• Etc!

Questions & comments

• Add the Transit List to portal page
• Add WiFi Guest login info to portal page
• OWWLUG likes the M/D/YYYY date format in the user editor
• Will patrons' current bookbags and bookbag contents be transferred to lists?
• How many cancelled holds will appear in the cancelled holds display - both staff client and OPAC? Number of cancelled holds (ex: 25) or time period (ex: 6 months)?
• How many previous checkouts will appear in patrons OPAC checkout history? Number or time period?
• Time frame for purging old circulation transactions? Will/can this time frame differ from hold/checkout history?

Excel basics for reports

Did not have time, will reschedule for another date.