Hello, At PaILs, we only use the Holds Pull List in the server templates. It's difficult because not every library prints them out on 8.5 by 11 which the template defaults to. We've had to customize the template for a few libraries to print out on receipt printers and even those are fairly customized.
We also have a lot of libraries that will need workstation by workstation specific templates. The server-side ones would be great but as others have mentioned, the template needs tend to vary greatly depending on the department and sometimes within a department. I also would prefer to see the server side be a default, but a workstation template could override it. [cid:0f61dc8a-ae9d-434f-8340-9ad1cb1efd59]Elizabeth Davis (she/her), Program Manager Pennsylvania Integrated Library System (PaILS) | SPARK (717) 256-1627 | [email protected]<mailto:[email protected]> support.sparkpa.org<https://support.sparkpa.org/> | [email protected]<mailto:[email protected]> ________________________________ From: Evergreen-general <[email protected]> on behalf of Terran McCanna via Evergreen-general <[email protected]> Sent: Thursday, December 19, 2024 4:53 PM To: John Amundson <[email protected]> Cc: Terran McCanna <[email protected]>; Evergreen Discussion Group <[email protected]> Subject: Re: [Evergreen-general] Questions About Customizing the New Print Templates Agreed - ideally we could create the defaults associated with the org units and then workstation templates could override them. On Thu, Dec 19, 2024 at 4:49 PM John Amundson <[email protected]<mailto:[email protected]>> wrote: Thanks, Terran. I agree; I have many of the same reservations. I think workstation print templates will be a necessity if and when we decide to implement the angular circulation interfaces. I think a server-side fallback for a branch is a great idea, but we really can't lose that workstation-by-workstation customization. John [https://lh7-us.googleusercontent.com/tul88-wc3Qz-fvt6tcLU2we4VEIM-qZ4qSA7Xo3hntnhYL9AdTSxk8JaWCLR010mzyDlxJwjUhZdOgaxmbK2WZuaFI-QUqtNqT_cCK9kIgU88EbtLqbTjyvym7HV5p6XRTXaz8HaYQhKyj05PEMcOm0] John Amundson (he/him/his) Library Applications Supervisor, C/W MARS, Inc. ________________________________ [icon] [email protected]<mailto:[email protected]> | [icon] www.cwmars.org<https://urldefense.proofpoint.com/v2/url?u=https-3A__www.cwmars.org_&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=j4SWsMDXRVOGlMb-EfMRIp9IjAos-OG-ewOKBUjTNh8&m=STex9Rul5hrndhU-ZIBKgZQ0ft7gnDHihKdzGaFRDOnrwtxCwaqbqtQyiQ6Gi7ho&s=Vk_sB3M3EAhyYTWxWLNuP-_yAMI8D8EjN1wGvhwUG5A&e=> [icon] 508-755-3323 x1 On Thu, Dec 19, 2024 at 4:44 PM Terran McCanna <[email protected]<mailto:[email protected]>> wrote: PINES is currently on 3.12 so we've only been using it for the Holds Pull List so far. We had so many problems with it that we decided not to allow libraries to customize their Holds Pull List and have had to enforce a single template for everyone because we cannot maintain a potential 300 templates. We also have big reservations about the upcoming circ interfaces using them because our libraries have so many different needs. Particularly difficult will be the libraries that use different templates within a single branch - for example, different checkout templates on different workstations at the same branch based on whether a checkout is at the desk, through curbside pickup, or on a self-pickup shelf. On Thu, Dec 19, 2024 at 4:19 PM John Amundson via Evergreen-general <[email protected]<mailto:[email protected]>> wrote: Hi, I'm revitalizing this email thread from two years ago. CW MARS is preparing an upgrade from 3.7 to 3.14, and I'm finally starting to look over the new server-side print templates. We will mainly be using the template for the Holds Pull List, but as others mention, this interface is going to be used a lot more heavily as more circulation interfaces are ported to Angular. I can't seem to find any documentation on the interface, so I'm going to repeat Jennifer's question from two years ago: Does anyone have tips, resources, or documentation about customizing templates via Admin -> Server Administration -> Print Templates that they'd be willing to share? My immediate need is to add the item's status to the list now that statuses other than Available may show up on the pull list. So far I've gotten [% hold.cp_status %] to print the status id, but I can't get the name to print. Any recommendations? Does anyone know how the variables are structured? My deeper concern is that the entire interface is confusing and needs to be much more robust - or at least more in-depthly documented. I've filed a bug with my thoughts: https://bugs.launchpad.net/evergreen/+bug/2092239<https://urldefense.proofpoint.com/v2/url?u=https-3A__bugs.launchpad.net_evergreen_-2Bbug_2092239&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=j4SWsMDXRVOGlMb-EfMRIp9IjAos-OG-ewOKBUjTNh8&m=STex9Rul5hrndhU-ZIBKgZQ0ft7gnDHihKdzGaFRDOnrwtxCwaqbqtQyiQ6Gi7ho&s=RtiJfPfNkPjo3fxv2kyGpLeRTtepB3EEviYkxNiIGjk&e=> As it stands right now, I don't foresee us giving libraries permission to make their own edits to server-side templates. There are just too many ways for it to go wrong. For the libraries that have been using server-side templates for a while, how has it been going? Thanks! John [https://lh7-us.googleusercontent.com/tul88-wc3Qz-fvt6tcLU2we4VEIM-qZ4qSA7Xo3hntnhYL9AdTSxk8JaWCLR010mzyDlxJwjUhZdOgaxmbK2WZuaFI-QUqtNqT_cCK9kIgU88EbtLqbTjyvym7HV5p6XRTXaz8HaYQhKyj05PEMcOm0] John Amundson (he/him/his) Library Applications Supervisor, C/W MARS, Inc. ________________________________ [icon] [email protected]<mailto:[email protected]> | [icon] www.cwmars.org<https://urldefense.proofpoint.com/v2/url?u=https-3A__www.cwmars.org_&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=j4SWsMDXRVOGlMb-EfMRIp9IjAos-OG-ewOKBUjTNh8&m=STex9Rul5hrndhU-ZIBKgZQ0ft7gnDHihKdzGaFRDOnrwtxCwaqbqtQyiQ6Gi7ho&s=Vk_sB3M3EAhyYTWxWLNuP-_yAMI8D8EjN1wGvhwUG5A&e=> [icon] 508-755-3323 x1 On Thu, Nov 3, 2022 at 11:52 AM Jennifer Pringle via Evergreen-general <[email protected]<mailto:[email protected]>> wrote: Hi Terran, This is our first library to get a custom pull list template and we just set it up for them yesterday so we haven't run into issues with multiple versions of the template yet. This library is one that uses their receipt printer for the pull list so the default template wasn't working for them. Looking ahead to the circ receipts moving to this editor with the new angular circ I agree that we're going to need a way to allow workstation-level customizations. We currently haven't given permissions for libraries to edit their own templates in the new Print Templates but we're anticipating that we'll need to do that ahead of our next upgrade in 2023. Jennifer Quoting Terran McCanna <[email protected]<mailto:[email protected]>>: > Are you having any issues saving multiple versions of the same template at > different org unit levels? (Like the default consortium one, then a > different branch one?) I haven't tried this in a while, but I had issues in > 3.8 with saving various versions of the holds pull list. We also have > issues where different workstations in the same branch need to print the > same receipt in different ways, which doesn't appear to be an option at all > with the new interface. A couple of bugs I've opened: > > https://bugs.launchpad.net/evergreen/+bug/1958875<https://urldefense.proofpoint.com/v2/url?u=https-3A__bugs.launchpad.net_evergreen_-2Bbug_1958875&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=j4SWsMDXRVOGlMb-EfMRIp9IjAos-OG-ewOKBUjTNh8&m=STex9Rul5hrndhU-ZIBKgZQ0ft7gnDHihKdzGaFRDOnrwtxCwaqbqtQyiQ6Gi7ho&s=rm1T5zJL6o2ltYLv4v1bEqn1_nbr0ENc-ClmhbVm2uE&e=> > > https://bugs.launchpad.net/evergreen/+bug/1958683<https://urldefense.proofpoint.com/v2/url?u=https-3A__bugs.launchpad.net_evergreen_-2Bbug_1958683&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=j4SWsMDXRVOGlMb-EfMRIp9IjAos-OG-ewOKBUjTNh8&m=STex9Rul5hrndhU-ZIBKgZQ0ft7gnDHihKdzGaFRDOnrwtxCwaqbqtQyiQ6Gi7ho&s=RSF8O7TDHxlUNS9gMqYMpj6rxsGDR7uwXhsh-iVXSdQ&e=> > > > > > Terran McCanna, PINES Program Manager > ------------------------------ > > Georgia Public Library Service | University System of Georgia > > 2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341 > > (404) 235-7138 | > [email protected]<mailto:[email protected]> > > http://help.georgialibraries.org<https://urldefense.proofpoint.com/v2/url?u=http-3A__help.georgialibraries.org&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=j4SWsMDXRVOGlMb-EfMRIp9IjAos-OG-ewOKBUjTNh8&m=STex9Rul5hrndhU-ZIBKgZQ0ft7gnDHihKdzGaFRDOnrwtxCwaqbqtQyiQ6Gi7ho&s=-vdVzMEnWXCp4b30pqxchjkIsNUX8MkQjezv3knaihE&e=> > | [email protected]<mailto:[email protected]> > > <https://www.facebook.com/georgialibraries<https://urldefense.proofpoint.com/v2/url?u=https-3A__www.facebook.com_georgialibraries&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=j4SWsMDXRVOGlMb-EfMRIp9IjAos-OG-ewOKBUjTNh8&m=STex9Rul5hrndhU-ZIBKgZQ0ft7gnDHihKdzGaFRDOnrwtxCwaqbqtQyiQ6Gi7ho&s=rS34XO5q1o2szZW5cC3S6YchvMJ70V1jDTJhjzncuds&e=>> > <https://www.twitter.com/georgialibs<https://urldefense.proofpoint.com/v2/url?u=https-3A__www.twitter.com_georgialibs&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=j4SWsMDXRVOGlMb-EfMRIp9IjAos-OG-ewOKBUjTNh8&m=STex9Rul5hrndhU-ZIBKgZQ0ft7gnDHihKdzGaFRDOnrwtxCwaqbqtQyiQ6Gi7ho&s=p_Z73GwaVzNwwWW7IjD_qVD_iMlwvk1wQW07TrdVGPg&e=>> > <https://www.instagram.com/georgialibraries/<https://urldefense.proofpoint.com/v2/url?u=https-3A__www.instagram.com_georgialibraries_&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=j4SWsMDXRVOGlMb-EfMRIp9IjAos-OG-ewOKBUjTNh8&m=STex9Rul5hrndhU-ZIBKgZQ0ft7gnDHihKdzGaFRDOnrwtxCwaqbqtQyiQ6Gi7ho&s=wOCI8Jf_A7tgd36PCnhQlIdfBUOYJtXdxOGxij6AEa4&e=>> > <https://www.twitter.com/georgialibs<https://urldefense.proofpoint.com/v2/url?u=https-3A__www.twitter.com_georgialibs&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=j4SWsMDXRVOGlMb-EfMRIp9IjAos-OG-ewOKBUjTNh8&m=STex9Rul5hrndhU-ZIBKgZQ0ft7gnDHihKdzGaFRDOnrwtxCwaqbqtQyiQ6Gi7ho&s=p_Z73GwaVzNwwWW7IjD_qVD_iMlwvk1wQW07TrdVGPg&e=>> > > Join our email list > <http://georgialibraries.org<https://urldefense.proofpoint.com/v2/url?u=http-3A__georgialibraries.org&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=j4SWsMDXRVOGlMb-EfMRIp9IjAos-OG-ewOKBUjTNh8&m=STex9Rul5hrndhU-ZIBKgZQ0ft7gnDHihKdzGaFRDOnrwtxCwaqbqtQyiQ6Gi7ho&s=n_Au32qCETcDqHF89XZTupwpwUOv4yyXzneMyeHVshw&e=>> > for stories of Georgia > libraries making an impact in our communities. > > > > On Wed, Nov 2, 2022 at 6:42 PM Jennifer Pringle via Evergreen-general < > [email protected]<mailto:[email protected]>> > wrote: > >> >> Hello, >> >> Does anyone have tips, resources, or documentation about customizing >> templates via Admin -> Server Administration -> Print Templates that >> they'd be willing to share? >> >> We're running 3.9.0 and I'm trying to customize the new Hold Pull List >> print out for a library. The changes I'm currently trying to make are: >> 1. having the author column only include the $a from the 100 field in >> the MARC. Right now the contents of $d (author dates) are also >> included which isn't needed on the pull list. >> 2. showing just the last few digits of the item barcode. Our library >> prints their pull list out on their receipt printer so we don't want >> the full 14 digit barcode to display. (I can do this with fields in >> the old workstation receipt templates.) >> >> I checked the official docs and the last few sets of release notes and >> couldn't find anything. >> >> Thanks, >> >> Jennifer >> -- >> Jennifer Pringle (she/her) >> Co-op Support - Training Lead >> BC Libraries Cooperative >> Toll-free: 1-888-848-9250 >> Email:[email protected]<mailto:email%[email protected]> >> Website: >> http://bc.libraries.coop<https://urldefense.proofpoint.com/v2/url?u=http-3A__bc.libraries.coop&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=j4SWsMDXRVOGlMb-EfMRIp9IjAos-OG-ewOKBUjTNh8&m=STex9Rul5hrndhU-ZIBKgZQ0ft7gnDHihKdzGaFRDOnrwtxCwaqbqtQyiQ6Gi7ho&s=Fm2hq7sMq-VG3sBo_wKFxJnDX0dWa0-5uqDJ5bp_wxk&e=> >> >> Gratefully acknowledging that I live and work in the unceded >> Traditional Territory of the St'at'yemc Nations. >> >> _______________________________________________ >> Evergreen-general mailing list >> [email protected]<mailto:[email protected]> >> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general<https://urldefense.proofpoint.com/v2/url?u=http-3A__list.evergreen-2Dils.org_cgi-2Dbin_mailman_listinfo_evergreen-2Dgeneral&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=j4SWsMDXRVOGlMb-EfMRIp9IjAos-OG-ewOKBUjTNh8&m=STex9Rul5hrndhU-ZIBKgZQ0ft7gnDHihKdzGaFRDOnrwtxCwaqbqtQyiQ6Gi7ho&s=SgL6ZAM4J4ydo_nM4iAgUBQcrzfxpC4rQAs5NssXZMc&e=> >> -- Jennifer Pringle (she/her) Co-op Support - Training Lead BC Libraries Cooperative Toll-free: 1-888-848-9250 Email:[email protected]<mailto:email%[email protected]> Website: http://bc.libraries.coop<https://urldefense.proofpoint.com/v2/url?u=http-3A__bc.libraries.coop&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=j4SWsMDXRVOGlMb-EfMRIp9IjAos-OG-ewOKBUjTNh8&m=STex9Rul5hrndhU-ZIBKgZQ0ft7gnDHihKdzGaFRDOnrwtxCwaqbqtQyiQ6Gi7ho&s=Fm2hq7sMq-VG3sBo_wKFxJnDX0dWa0-5uqDJ5bp_wxk&e=> Gratefully acknowledging that I live and work in the unceded Traditional Territory of the St'at'yemc Nations. _______________________________________________ Evergreen-general mailing list [email protected]<mailto:[email protected]> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general<https://urldefense.proofpoint.com/v2/url?u=http-3A__list.evergreen-2Dils.org_cgi-2Dbin_mailman_listinfo_evergreen-2Dgeneral&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=j4SWsMDXRVOGlMb-EfMRIp9IjAos-OG-ewOKBUjTNh8&m=STex9Rul5hrndhU-ZIBKgZQ0ft7gnDHihKdzGaFRDOnrwtxCwaqbqtQyiQ6Gi7ho&s=SgL6ZAM4J4ydo_nM4iAgUBQcrzfxpC4rQAs5NssXZMc&e=> _______________________________________________ Evergreen-general mailing list [email protected]<mailto:[email protected]> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general<https://urldefense.proofpoint.com/v2/url?u=http-3A__list.evergreen-2Dils.org_cgi-2Dbin_mailman_listinfo_evergreen-2Dgeneral&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=j4SWsMDXRVOGlMb-EfMRIp9IjAos-OG-ewOKBUjTNh8&m=STex9Rul5hrndhU-ZIBKgZQ0ft7gnDHihKdzGaFRDOnrwtxCwaqbqtQyiQ6Gi7ho&s=SgL6ZAM4J4ydo_nM4iAgUBQcrzfxpC4rQAs5NssXZMc&e=>
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