OWWLUG Meeting, Friday, August 26, 2022

Remote via Zoom. Link will be sent to PLS-L and registrants the week of the meeting. Recording available; email evergreen@pls-net.org.

• OWWLUG Meeting, Friday, August 26, 2022
  • Recent Evergreen changes
  • Registering patrons, updating patrons, and other patron account tips
  • New and updated reports
    • Items by Copy Status (update to scheduled report)
    • Circ Matrix (update to ad hoc report)
    • Popular Title List (new ad hoc report)
  • Reminders and updates
    • Questions from last OWWLUG meeting
    • Patron assistance
    • How to submit a perfect ticket
    • Owwl2Go account merges
    • "Wrong Shelf" status
    • "Creating Shareable Lists" workflow on OWWL Docs
    • App in development -- more news to come

Recent Evergreen changes

Changelog review

Registering patrons, updating patrons, and other patron account tips

• Phone numbers need to be included when a patron is created for the last four digits to register as their PIN
• Replacement cards
  • What happens when a patron presents a replaced card?
  • How to see replaced cards
• Preferred names
  • Preferred names are what are primarily shown
  • Self-registered patrons tend to add in preferred names
• Patron groups
• Updating patron records (policy on Updates to patron accounts )
• Notes and alerts best practices
  • Including bill and payment notes!

New and updated reports

Items by Copy Status (update to scheduled report)

• New fields to indicate outcomes of circulations with special circumstances, like lost, claims returned, claims never checked out, etc.
• Last Edit Date updated to Status Changed Date

Circ Matrix (update to ad hoc report)

• Additional fields not previously displayed
• Circ policies allow for more granular control and this update reflects how some policies are created
• Note: "Inherited" in durations or fine amounts means that there's not a specific setting for that policy. Policies with "Inherited" displayed get values for those fields from another policy further up the heirarchy, usually an OWWL-level policy for the circ modifier.

Popular Title List (new ad hoc report)

• List titles that have at least a dozen system-wide copies.

Reminders and updates

Questions from last OWWLUG meeting

• What are force holds
  • Function is similar to recall hold, but doesn't cause an item to route to cataloging when it is received.
  • Overrides hold blocks.
  • Hold goes to the front of the line.
  • Item-level holds only.
• Are renewals allowed for recall holds?
  • No
• If item is marked "Lost and Paid" incorrectly due to the bug discussed at the last OWWLUG, what happens if the actual lost fee is paid?
  • The bill is closed properly and the circ is removed from the patron's account.

Patron assistance

How to submit a perfect ticket

Take screenshots

Owwl2Go account merges

Form on OWWL Docs (Get Help > Request OWWL2Go Account Merge)

"Wrong Shelf" status

Appears when a hold has been captured and then the pickup library is changed.

"Creating Shareable Lists" workflow on OWWL Docs

This was discussed at a previous OWWLUG meeting. Walkthrough available on OWWL Docs .

App in development -- more news to come