13:54:50 From Derek Brown to Everyone : Good afternoon everyone! 14:02:37 From Eric Young to Everyone : /ignore Trevor D 14:02:39 From Robin Dye to Everyone : We plan to, but don't yet. 14:02:50 From Erin Shield to Everyone : We don't yet but we're considering and probably will? 14:02:50 From Robin Dye to Everyone : Nope. 14:03:08 From Eric Young to Everyone : I have a ticket open with iii as I set it up but have not got it work... 14:03:16 From Vance Cole to Everyone : The cookie acceptance thing is mostly EU regulations, so if you are not in the EU there is not much reason to do it as it's kind of an annoyance to users, my opinion. 14:03:30 From Michael@CCPL to Everyone : We talked about it, but decided against it. We already have a usage agreement you have to click through, and didn't want to add anything else. 14:05:08 From Eric Young to Everyone : Many eResources already prompt our users with the Cookie Acceptance. Using it is optional in AZ, but I understand some states may require it to be used? Our thought is to promote privacy but it is unclear if we will turn it on, once it tests out okay. 14:05:10 From Michael@CCPL to Everyone : It pops up on our in-house pcs but not the pac when accessing our website or pac 14:05:24 From Michael@CCPL to Everyone : Yep 14:06:05 From Vance Cole to Everyone : Cookies are so ubiquitous that the warning has no practical value other than complying with regional law anyway 14:06:16 From Gail Maitland to Everyone : / applause 14:06:30 From Eric Young to Everyone : / applause @vance 14:07:35 From Erin Shield to Everyone : No but that would be cool 14:08:14 From Nick Bennyhoff to Everyone : that would be very cool if someone could figure it out 14:08:45 From Jennifer to Everyone : Several years ago, Dennis Todd did an IUG presentation where he used item notes field to display and image / "map" using simple html. 14:08:57 From Teri to Everyone : We have thought about doing something like that but the way our stuff gets weeded and shifted it would be changed a lot depending on how granual you would get. 14:09:14 From Phoebe to Everyone : We have StackMap at PAC but it comes in seconds slower and at the end of the line. It's not visual enough for patrons. 14:09:16 From Robin Dye to Everyone : We have a map it feature that uses google 14:10:42 From Eric Young to Everyone : Same, we have Map It and are looking at StackMap, not real sure how to manage the overlay. 14:12:53 From Eric Young to Everyone : We need to write an IdeaLab entry to get "Aisle Image" or something similar and get it added right in PowerPAC and/or Vega. 14:13:05 From Heather Arnold - MLC to Everyone : If there is no Lost Date on the item record, it won't transition! 14:13:08 From Heather Arnold - MLC to Everyone : Watch for that. 14:13:34 From Derek Brown to Everyone : Yes Eric! We do. 14:13:49 From Eric Young to Everyone : Link the idea entry, we will support you :) 14:15:36 From Eric Young to Everyone : See if iii can set the lost date to the migration date? 14:15:44 From Jonathon McConnel to Everyone : My Site Manager helped with a new thing -- we had a week-long emergency closure while staff were still working. We held on to email notices by converting the Branch to only print notices; letting them queue all week; and then when it came time to reopen curbside, Kelly Sobrino ran a script to update the notice method for all the queued notices for the branch to match the patron's preference. And then we set the branch notice method back to patron preference. It was a big help. 14:16:04 From Dustin Booher to Everyone : Lost -> Withdrawn severs the link between the item and the replacement fee (if applicable). 14:16:49 From Heather Arnold - MLC to Everyone : Some of my libraries go Lost -> Missing instead, that may alleviate some of administration's concerns 14:19:02 From Heather Arnold - MLC to Everyone : I do run into hesitation to remove long Lost items but I try to emphasize that Lost items, if they aren't coming back, will stay in Lost status perpetually unless action is taken. 14:20:15 From Heather Arnold - MLC to Everyone : Well, now you have to say it! 14:20:28 From Eleanor Crumblehulme to Everyone : We leave Lost Unpaid items to retain that financial link, but Lost Paid, we mark for deletion 6 months past the item status date. 14:21:07 From Deb Lambert, she/her/hers to Everyone : We are using item statistical categories for tracking diversity items in our collection: Equity - Black/African American 14:21:34 From Vance Cole to Everyone : VNC/RDP is essential if you have multiple locations 14:21:59 From Carl Ratz to Everyone : my understanding is that workstation does not matter in leap. You just have to have one (any one) to be assigned 14:24:13 From Eric Lozauskas (BCCLS) to Everyone : There are plenty of remote tools out there - Dameware MiniRemote, also Faronics now has Remote Desktop connection (through their cloud product) if you have Deep Freeze. 14:24:47 From Wes Osborn to Everyone : SELECT u.UserName [User], c.Name [Report], s.DeliveryExtension, s.LastStatus, s.LastRunTime FROM ReportServer.dbo.Subscriptions s join ReportServer.dbo.Users u on s.OwnerID = u.UserID join ReportServer.dbo.Catalog c on s.Report_OID = c.ItemID order by u.UserName, c.Name 14:25:20 From Deb Lambert, she/her/hers to Everyone : Sorry -- I hit send prematurely on that last message, before we got to that question. We are using item statistical categories for tracking diversity items in our collection: Equity - Black/African American Equity - Asian American Equity - LGBTQ+ Equity - Indigenous Equity - Intersectional etc. 14:26:11 From Wes Osborn to Derek Brown(Direct Message) : that sql doesn't include the job guid :( i'm gonna look for another one or see about adjusting that one. 14:26:40 From Matt Hammermeister to Everyone : For the scheduled reports listed in SSMS, are any of your libraries hosted? I tried to get access to this and it didn't go great 14:26:56 From Elaine Sloan to Everyone : We use stat classes to track Dewey subjects 14:27:17 From Elaine Sloan to Everyone : Yes! Exactly that, what Lauren said. 14:28:01 From Eric Young to Everyone : Nice script @Wes, thanks for sharing! 14:28:08 From Derek Brown to Wes Osborn(Direct Message) : Sounds good thanks Wes 14:28:12 From Derek Brown to Wes Osborn(Direct Message) : I'll edit it 14:28:17 From Michael@CCPL to Everyone : Yep, we use stat codes divided by dewey class, 000, 100, 200 etc. 14:28:21 From IUG Virtual - Forum 3 to Everyone : We also use the item stat classes for tracking genre topics. Mystery, Sci-Fi, Literary 14:28:31 From Kristen Tait to Everyone : We use Stat Class for where they live 14:28:38 From Carrie Gehrer to Everyone : We use it to track reciprocal borrowers. 14:28:38 From Carl Ratz to Everyone : We use it for registration programs 14:28:45 From Erik Burton to Everyone : Thank you everyone for the ideas! 14:28:47 From Elaine Sloan to Everyone : We use item stat classes to divide by Dewey 10s 14:28:53 From Kristen Tait to Everyone : Ditto, Carrie! 14:28:57 From Deb Lambert, she/her/hers to Everyone : For patron stat classes -- we use them for schools 14:28:59 From Suri Smith to Everyone : We use patron stat class for county to easily keep track of non-resident library members and where they are from 14:29:06 From Carl Ratz to Everyone : also for self registrations 14:29:15 From Katie LeBlanc to Everyone : We use patron stat class for schools 14:29:24 From Kristen Tait to Everyone : Plus we have 4 communities in our service area, so we further refine by resident/employee/prop owner 14:29:30 From Eleanor Crumblehulme to Everyone : We use patron stat class for school, teach, student, staff, etc. 14:29:31 From brittanie heathington to Everyone : We used to use stat classes a lot and now only use it for 1 patron code due to the sheer number of mistakes during registration. We have more patron codes, which makes for better data collection as there is less room for error. 14:29:40 From Amy E WCCLS to Everyone : We're a cooperative/consortia for the county, so we use it to track cities in the county, in city limits, unincorporated county, etc. 14:29:47 From Alison Hoffman (she/her) to Everyone : We use the patron stat class to track where users live to facilitate things like reimbursement from non-libraried communities 14:29:51 From Carl Ratz to Everyone : It would be nice to have multiple stats 14:30:10 From Katie LeBlanc to Everyone : We use item stat class for our different style RFID tags 14:30:11 From Eleanor Crumblehulme to Everyone : We don’t report much on stat classes though 14:30:17 From Carl Ratz to Everyone : on one record 14:30:34 From Jennifer Seneca to Everyone : we use item stat classes that match to the overall circulation categories we have to report to the state to group our collections into large groups for statistical purposes. Our former ILS had this, but Polaris doesn't. 14:30:49 From Kristen Tait to Everyone : Yes to what Derek is saying, 3 of our communities are contract communities, so these numbers are crucial 14:33:00 From Eric Young to Everyone : Tattle Tape, RFID tag version, etc. right Katie? 14:33:05 From Jeffrey Edminster - IndyPL to Everyone : Carl, we had multiple stat classes per patron in Horizon, and it confused a lot of folks when we did reporting, because the metrics didn’t balance with other areas, because they could be represented in more than one group for the same activity. For example, a single Circ could show up multiple times, because the patron was attached to more than one stat class. 14:33:12 From Elaine Sloan to Everyone : Way to go Katie! 14:33:45 From Amy E WCCLS to Everyone : Item stat codes--we have 556 to track more specifically then the collection code can. 14:33:57 From Eric Young to Everyone : I wish we did recorded the RFID details on the item record... Jealous of Katie! 14:34:58 From Wes Osborn to Derek Brown(Direct Message) : better version of the sql job name stuff 14:35:00 From Wes Osborn to Derek Brown(Direct Message) : SELECT c .Name AS ReportName , rs . ScheduleID AS JOB_NAME , s . [Description] , s . LastStatus , s . LastRunTime FROM ReportServer ..[Catalog] c JOIN ReportServer .. Subscriptions s ON c. ItemID = s. Report_OID JOIN ReportServer .. ReportSchedule rs ON c. ItemID = rs. ReportID AND rs . SubscriptionID = s . SubscriptionID 14:35:08 From Wes Osborn to Derek Brown(Direct Message) : from https://www.virtualizationhowto.com/2013/03/how-to-find-ssrs-job-name-report-name-sql/ 14:35:37 From khunter to Everyone : we used patron stat for reciprocal borrowing reports that CA required 14:37:34 From Michael@CCPL to Everyone : We created our permission groups around job classification, so all circulation clerks have the same permissions, all reference librarians, etc. That keeps everything fairly stable. 14:38:06 From Kristen Tait to Everyone : Ditto 14:38:21 From Bonni Capobianco to Everyone : I have tried to clean up permissions, but could really use some guidelines. 14:38:59 From Carl Ratz to Everyone : bad head set 14:39:57 From Eleanor Crumblehulme to Everyone : We make heavy use of permission groups. And we send out a monthly report that lists inactive users and users with ‘sensitive’ permissions as a reminder to remove them if they are not needed. 14:40:08 From Carl Ratz to Everyone : you can see users assigned in SA. system-security 14:40:13 From Eric Young to Everyone : Same here @Michael@CCPL 14:40:28 From Debra - CCS to Everyone : Attached a PDF of our permission groups; we don't assign individual permissions to users 14:40:49 From Bonni Capobianco to Everyone : Trying to get them in permission groups from individual permissions, but then again don't need everything in the group either. Usually find out once they try to do something they used to be able to do and can't. 14:41:05 From Wes Osborn to Everyone : Nice document @Debra! Thanks for sharing! 14:41:27 From mike to Everyone : sql to find users with individually assigned permissions select distinct pu2.Name from Polaris.polaris.PermissionUsers pu join polaris.polaris.PolarisUsers pu2 on pu2.PolarisUserID = pu.PolarisUserID 14:42:23 From Amy E WCCLS to Everyone : Here's our permission group breakdown that we use to help supervisor pick permissions for new users or to add.https://wccls76-my.sharepoint.com/:w:/g/personal/amye_wccls_org/EYxMOxDgvgJEk7Ceu6T1pCkBORqIlhpKN39U3NWB0bgMvA?e=SAlXgj 14:42:26 From Erik Burton to Everyone : People also think they need WAY more permission than they do. If permission creep occurs, I suggest ensuring you get appropriate management to sign off on those over-permissioned staff. 14:42:27 From Kathy McKinney to Everyone : Thank you, Debra! 14:42:35 From Michael@CCPL to Everyone : I do not like assigning individual permissions, so I actually create a group by job class, even if there is only one person who does that job. :-) 14:42:38 From Eleanor Crumblehulme to Everyone : We NEVER give out individual permissions. They are always in a group, even if it is a group of one. 14:42:42 From Jonathon McConnel to Everyone : My library started 2 yrs ago with about 8 Permissions Groups, and are up to 10. I've had to edit the permissions in a few of the groups (and added new permissions with upgrades) as we hit walls, but I haven't needed to assign permissions to individuals. 14:43:13 From Jonathon McConnel to Everyone : I have a spreadsheet of every permission, and how each is assigned to the Groups 14:43:47 From IUG Virtual - Forum 3 to Everyone : SELECT ip.ProfileName, MAX(ij.ImportJobSubmittedDate) [Most Recent Scheduled Date] FROM Polaris.Polaris.ImportJobs AS [ij] WITH (NOLOCK) INNER JOIN Polaris.Polaris.ImportProfiles AS [ip] WITH (NOLOCK) ON ij.ImportProfileID = ip.ImportProfileID GROUP BY ip.ProfileName 14:44:17 From Anne Barnard - Orion Twp to Everyone : Is there a way to tell the last time a Polaris use logged in? (looking for old users) 14:45:33 From Amy E WCCLS to Everyone : And more fun, here's a graphic example to explain to library staff how permission groups "stack" on each other. https://drive.google.com/file/d/1HtRQUD1N0RiRnKVwE8XqHRWgRNwFoWD1/view?usp=sharing 14:46:46 From Heather Arnold - MLC to Everyone : We were trying to track down some import profile issues last year, and our solution ended up being to put in the template control number into the nonpublic note field of the import profile, and then look at the resulting item records. It may help you in the short term? 14:47:05 From Jennifer Seneca to Everyone : Does Polaris track when records are added to a record set or who added them? (For record sets handled by multiple staff) 14:47:46 From Eleanor Crumblehulme to Everyone : I was trying to find a way to distinguish between record sets created through import and those created by staff (other than naming conventions) 14:49:10 From IUG Virtual - Forum 3 to Everyone : SQL for the last time a staff has logged in to the system SELECT pu.Name, MAX(th.TranClientDate) FROM PolarisTransactions.Polaris.TransactionHeaders AS [th] WITH (NOLOCK) INNER JOIN Polaris.Polaris.PolarisUsers AS [pu] WITH (NOLOCK) ON th.PolarisUserID = pu.PolarisUserID WHERE th.TransactionTypeID = '7200' GROUP BY pu.Name 14:49:14 From Jennifer Seneca to Everyone : Thank you. That was my fear. Appreciate the confirmation! 14:50:55 From Carl Ratz to Everyone : we have problems with record set ownership. When staff leave, other staff can't access those record sets. 14:51:15 From Erin Shield to Everyone : Yep, the record set warnings on deletions is REALLY irritating. 14:51:32 From Eleanor Crumblehulme to Everyone : I always turn off those warnings! 14:51:33 From Heather Arnold - MLC to Everyone : You can remove their permission to save record sets with own username. 14:51:45 From Crystina Yeager to Everyone : @Carl. We turned off the ability to create own record set just like Lauren said 14:51:51 From Kristen Tait to Everyone : Can Sys Admin see all record sets? 14:51:56 From Carl Ratz to Everyone : i did 14:52:04 From Kristen Tait to Everyone : thanks! 14:52:16 From Kristen Tait to Everyone : okay! 14:52:23 From Carl Ratz to Everyone : i can't see those 14:52:42 From Elaine Sloan to Everyone : Is there a way to track personal record sets via SQL or tables? 14:52:43 From Carl Ratz to Everyone : We have to use sql to change the ownership 14:52:45 From mike to Everyone : sql for list of enabled users for a library and their last login time declare @library int = 2 select pu.Name, MAX(th.tranclientdate) as LastLoginDate from polaris.polaris.polarisusers pu left join PolarisTransactions.polaris.TransactionHeaders th on pu.PolarisUserID = th.PolarisUserID and th.TransactionTypeID = 7200 where pu.PolarisUserID not in ( select up.PolarisUserID from Polaris.Polaris.UsersPPPP up where up.AttrID = 659 and ( up.Value = 'closed' or up.Value = 'suspended' ) ) and ( pu.OrganizationID in ( select OrganizationID from polaris.polaris.Organizations o where @library in (o.OrganizationID, o.ParentOrganizationID) ) or pu.BranchID in ( select OrganizationID from polaris.polaris.Organizations o where @library in (o.OrganizationID, o.ParentOrganizationID) ) ) group by pu.Name order by MAX(th.TranClientDate), pu.Name 14:55:17 From Eric Lozauskas (BCCLS) to Everyone : Yes - that was indicating you can’t search from within Polaris 14:55:24 From Mike Grgurev to Everyone : SELECT WS.WorkstationID FROM Polaris.Polaris.Workstations WS WITH (NOLOCK) WHERE WS.Enabled = '1' 14:56:06 From IUG Virtual - Forum 3 to Everyone : SELECT DISTINCT(w.WorkstationID) FROM Polaris.Polaris.Workstations AS [w] WITH (NOLOCK) WHERE w.Enabled = '0' 14:57:08 From Ruth Vargas to Everyone : We recently closed a branch for renovations and wanted items to float. Bulk changing the actual items to uncheck "Do not float" just took a minute or so. Gathering groups of several thousand items into record sets took 10-15 minutes for each record set. Creating largish record sets used to be a very quick process. Over the past year and a half it has taken much longer. What could be the cause? 14:57:48 From Mike Grgurev to Everyone : SELECT PU.PolarisUserID FROM Polaris.Polaris.PolarisUsers PU WITH (NOLOCK) INNER JOIN Polaris.Polaris.UsersPPPP UP WITH (NOLOCK) ON UP.PolarisUserID = PU.PolarisUserID INNER JOIN Polaris.Polaris.AdminAttributes AA WITH (NOLOCK) ON AA.AttrID = UP.AttrID WHERE UP.AttrID = '659' AND UP.Value = 'Suspended' 14:58:02 From Eleanor Crumblehulme to Everyone : Have to run - thanks everyone! 15:00:10 From IUG Virtual - Forum 3 to Everyone : Want to get away from Ctrl+A selection for the record set since that's not possible in Leap. 15:02:36 From Carl Ratz to Everyone : you have to export the SR to report manager 15:02:48 From Carl Ratz to Everyone : then you can schedule it 15:03:29 From Lisa to Everyone : Does anyone have a SQL script that looks at circulation by Dewey range they could share? 15:03:43 From Carl Ratz to Everyone : that' 15:03:46 From Wes Osborn to Everyone : @Lisa Dewey range by item record or bib records? 15:04:29 From Lisa to Everyone : bib 15:04:45 From Lisa to Everyone : I'd take either haha! 15:05:31 From Heather Arnold - MLC to Everyone : I have one for item records. 15:06:03 From Lisa to Everyone : Nice! If that could be shared I'd appreciate it :D 15:06:17 From Eric Young to Everyone : Derek, you should host a quarterly Polaris Sys Admin discussion forum :P 15:06:50 From IUG Virtual - Forum 3 to Everyone : From your lips to God's ears. 15:06:55 From Eric Young to Everyone : rofl 15:07:10 From Derek Brown to Everyone : In all honesty I think a quarterly discussion like this would be fantastic! We could arrange that through IUG forums for sure... Doing the same thing we are doing here on Zoom 15:07:19 From mike to Everyone : this is top titles by item call number, but could be adapted to do circ instead. might also need some tweaking to work depending on exactly how someone's call numbers are entered select case when patindex('%[a-z][0-9][0-9][0-9].%', ird.classificationnumber) > 0 then upper(substring(ird.classificationnumber, patindex('%[a-z][0-9][0-9][0-9].%', ird.classificationnumber), 2) + '00') when patindex('%[a-z] [0-9][0-9][0-9].%', ird.classificationnumber) > 0 then upper(replace(substring(ird.classificationnumber, patindex('%[a-z] [0-9][0-9][0-9].%', ird.classificationnumber), 3), ' ', '') + '00') when ird.CallNumberPrefix is not null then upper(ird.CallNumberPrefix + case when len(ird.CallNumberPrefix) = 1 then '' else ' ' end + substring(ird.ClassificationNumber, patindex('[0-9][0-9][0-9].%', ird.ClassificationNumber), 1) + '00') else upper(substring(ird.ClassificationNumber, patindex('[0-9][0-9][0-9].%', ird.ClassificationNumber), 1) + '00') end [deweyrange] ,td_item.numValue [ItemRecordID] ,th.Transactio 15:07:28 From mike to Everyone : ah, too long for the zoom 15:07:56 From Derek Brown to Everyone : derek.brown@rhpl.org 15:08:07 From Derek Brown to Everyone : Shoot it over there if you don't mind please and thanks! 15:08:54 From Amy E WCCLS to Everyone : 556 item stat codes :) 15:09:47 From Heather Arnold - MLC to Everyone : It's two queries, Derek 15:12:17 From Erik Burton to Everyone : This was great. Thank you! 15:13:18 From Kristen Tait to Everyone : That would be terrific - great idea Erik! 15:13:19 From Myrna to Everyone : Thank you! Please do the Polaris SA discussions! 15:13:24 From Katie LeBlanc to Everyone : agreed 15:13:35 From Lisa to Everyone : Yes! I agree too. It's super helpful. 15:13:41 From Robin Dye to Everyone : I would love to do this at least a couple of times/year. This zoom format is great for capturing everything. Thanks Derek and Trevor! Great job. 15:13:43 From anna.chovanec to Everyone : Thanks everyone for letting me hang out for a while and see what y'all are interested in! Really enjoyed it. 15:13:52 From Eric Young to Everyone : /unignore Trevor 15:13:54 From Kristen Tait to Everyone : Thanks! 15:13:57 From Erin Shield to Everyone : Thanks! 15:13:58 From Anne Rice to Everyone : Greetings and thanks from Key West! 15:13:58 From Alison Hoffman (she/her) to Everyone : Thanks! 15:13:59 From Vicky to Everyone : thanks