OWWLUG Meeting, Friday, October 29, 2021

Recent Evergreen Patches

September 2021

• Single record results:
  • If a catalog search returns only one result, the search will jump straight to the title record (rather than to a list of results that only includes the single result).
• Place Hold button:
  • The Place Hold button is now greyed out for titles on which there are no holdable copies (such as for titles where all copies are lost or missing, damaged, titles for Owwl2Go resources, etc.).

October 2021

• Patron View button:
  • There is a new "Patron View" button in the staff catalog. Pressing this button will open a new tab with the OPAC view of the title record. Please note that you will need to return to the staff catalog (which will still be open in a browser tab!) to perform any actions, including placing a hold, adding holdings, etc.
• Place Hold - patron information:
  • If you are placing a hold for a patron, you no longer need to press the "Submit" button after scanning / typing in a patron's library card number on the Place Hold screen. If you are scanning in a library card barcode, this will mean that the patron will be retrieved nearly instantly. If you are typing in a library card number, you'll start to get a red error message. Never fear, just keep typing! Once the patron's full library card number has been entered in the field, the error will clear and you can confirm that the patron's name and hold notification preferences have filled in correctly on the page.

Individual Logins

Background

• Systems Access and Confidentiality of Library Records policy
• Permissions Restructure and Individual Logins

Discussion: How have things gone?

Signing up for a new account

Best practices for your new account

• Password setup
• Avoiding personal holds and checkouts
• Avoiding sharing your account

Workstation settings vs. individual user account settings

• Receipt templates (workstation!)
• Holdings (user setting*)

Item and Record Buckets

• How to use a shared bucket

"Change Operator" settings

Hold shelf lists

Clearing expired holds

Bonus "if there's time" topics

Barcode reuse

• For holdings staff: Please avoid reusing barcodes

Search templates

Baskets and lists

Next time: Game show!