Accounts Development Update

Kyle Hall, Development Support Specialist, ByWater Solutions

Rewrite of accounts management. Payments and fees now in separate tables; a third table tracks the interaction between the two. Can’t tell in current Koha what payment affected a given fee.

A lot more data now available and displayed; print receipt for individual fee or payment. Payments can be viewed separately; fees can be viewed separately. Description now links to the item data, not just barcode and title.

By default, can hide fees and payments that have no balance.

Can now see each and every fee paid.

OPAC view is similar, so patrons will also be able to see their fees and payment history — very similar to staff side view.

Development is still under progress.

Write now, credits sit there forever, fees and credits added together to give a balance. Now, credits automatically pay off fines and fees until outstanding balance reaches zero. Tracks what fees were paid with that credit.

Biggest thing from doing this development? Kyle admits he made a huge mistake. Much better to do small, incremental changes in the community, rather than a big, huge change.

It’s gone to the signed off stage, and no one has dived into QA’ing yet. May need to redo the entire development and do it piece by piece until it resembles the development where it stands today.

Testing a large change at once, takes time. Fear you can miss something. Double-QA suggested for this. No one in QA has stepped up to do this. Different approaches to QA, based on background: Developer QA will look at code in patch and suggest code rewrites; most systems librarians are just trying to break the feature. But at the end, the QA process has same end goal: try to make sure feature/patch works and that it doesn’t break anything else in Koha.

Part of this process is that Koha is constantly changing as things are developed — coding changes, new features added simultaneously, etc., so your code/patch may need to be redone to reflect those changes.

Koha is a gift with expectations. 

Questions about QA process, too stringent? Discussion around how Koha used to be before stringent QA process put into place — wild west. Pretty stable now; developments may take longer to get in, but system is more stable, as a result.

Koha works in many different ways, for many different libraries, don’t trample over all types of libraries workflows.

Suggestion made, could part of a development contract, include paying for for someone’s QA time? Hot issue, you don’t want to necessarily pay someone for a rubber stamp; Horowhenua Koha community foundation hiring for community QA and signoffs.

Kyle is working on larger developments now, breaking it down into pieces, his biggest lesson learned from the accounts rewrite.

Will he truly start over? Not sure yet; if he does take it apart and start over, algorithms can be reused, his knowledge on how this feature all works. May piece out into individual bugs. Can’t easily and quickly take what he’s done immediately into pieces, but won’t take nearly as long to write.

The cataloging module feature, doesn’t touch most of Koha. Almost completely independent. It’s huge, but isn’t affecting most of existing Koha, like the fines module does.

 

Talk from Ed Veal on Open Source Community

Ed Veal, ByWater Solutions

Switching from Proprietary software to Open Source Software

Differences

  • Administrative
  • Mind set
  • Development
  • Resources

Front line staff don’t care as much about the switch; still have to learn new system. Get support from the same sources on staff.

Biggest difference? The community behind a a piece of open source software. Bug reported; community fixes; community pushes new releases. Things get developed because members of the community want things to be developed, funded, etc. The community drives, instead of the business plan; there is no business plan behind Koha. Proprietary focus on what business can sell.

Koha — open source — together because of community.

Question – if a lot of IT staff are Windows/proprietary supporters, and the staff who supports open source leave an organization and things go wrong, how do you keep open source packages in place? 

Need a plan to put together those transitions.

Concern of someone about to move to Koha: current cost for library is only Sirsi hosting [but LOTS of money goes to that]; will it require more staff time and talented staff? 1) If you go your own way, you can self-host — have to have knowledge, resources. 2) Can choose support company vendor to support, hosting, do migration. There are ways around this more easily.

Another library moving from III to Koha, biggest issue, cultural shift from proprietary to open source, switch in nomenclature — really an ILS issue, not open source. The cultural change is in administration; by using an open source product, especially one like Koha that is so community-focused, that’s where the transition will have to happen. Koha grows as you, the community, wants it to go.

Community to rely on for answers to questions. IRC channel; listservs; bugzilla.

Frontline staff at a library on Koha for awhile, they now ask if things can be done differently. They raise issues and make suggestions.

No matter what change/development you make to a system, someone has to sit behind a keyboard and write the code. Whoever is writing the code, developers whether they be in-house for a self-hosted library or through your support company, there are costs in doing that. That’s where the development costs come from. There is a shift from paying from software licensing to helping make the software better.

A lot of people are paying for the flashy, big developments but there are behind the scenes developments that are also needed.

Development process in Koha: someone finds a bug, wants an enhancement, report is placed on the community Bugzilla site. A developer (someone who writes code) writes a patch. Once that’s written, it’s added to Bugzilla. Community starts testing, it’s signed off on. Then it goes off to the Quality Assurance (QA) folks, who do a second layer of testing. Then the Release Manager (RM) checks it again, and decides if it’s going into master/next release. Everyone in the Koha community is volunteering to test.

One good way to give back to the community? Start testing patches in Bugzilla. The nos are more important than the yeses. Anyone can sign off on a patch; QA folks are checking other parts of Koha as well, to make sure it didn’t break anything; RM is checking to see if patch works; checking to make sure it doesn’t break Koha in other places and meticulously checks the code.

Need more Americans on Signoffs/QA team, especially QA team. Can volunteer to be on QA team. Say, “I would like to help.” And people want to help you!

LibKi Integration

Kyle Hall, ByWater Solutions

LibKi website

Kyle tried many, many different options that were available at the time his library (Meadville) was looking for a time management software package, and eventually developed his own, to meet his library’s needs — LibKi.

Staff interface, now shows live data (didn’t in the past). Simple interface (users; clients)

Koha works very well with LibKi. Version 2, now has support for SIP.

Does the client lock down the patron computer — can’t be bypassed? Kyle says yes. Auto-hot-key used for restrictions.

Can customize the banners on the client screen, with images and/or custom HTML.

Persistent user creation (if you don’t use SIP)

Guest pass creation

Goal: Librarian shouldn’t have to interact with system — self-sustaining.

Settings — pretty simple: default time allowance/day; default time allowance per session; client registration update delay limit — if computer is down/network issues, etc.

Client Behavior option — First come, first serve; reservations only; or combo of these two.

Automatic time extension: length; when to kick it in; exception to extensions.

Third party integration (like with Koha, to create a link to a patron in Koha).

Closing hours (not complete yet): 

Bare-bones statistics module; daily usage counts, date range, who logged on and when; can implement cron job to delete user history.

When using the client, gives time left messages, every five minutes.

Age limits now available, using Koha date of birth field. {Wonder if this could be extended to having a flag on if person has signed patron Internet use policy agreement}

Software gives options for what happens after patron logs off/time runs out: nothing; restart computer (DeepFreeze); log out of account (Cleansweep); works with Linux client, too.

Will there ever be a print feature, integration? Kyle would like this to happen, but it doesn’t have that right now.

Cataloging Roundtable

Conversation is being recorded…. Here’s the few snippets I was able to catch:

Suppressing items — at bib and item level. Bib, in 942 field; item level, through sys pref OpacHiddenItems.

Development in progress to add a primary status field to the item record, to simplify all the statuses.

Lots of people using MarcEdit to massage records.

Conversation around using MarcEdit’s integration with Koha. See this video from Nick Clemens for how to use this tool in a number of ways to download and push changes to Koha.

Empty records cause? Orphaned records; overlay issues; people bringing in records multiple times because it can’t be found until reindex.

Nick Clemens had Joy at ByWater create a new dedup script that you give it a list (hand-check); a plugin will at some point be developed for that.

Merging option in cataloging search will be in 3.22 — Bug 13886

Changing cataloging search — adding checkin and standard search; will be in 3.22 — Bug 13885

Koha, RFID, AMH & SIP

How, Why, Gotchas & Lessons Learned

Chris Rohde/Rendi Hodge, Roseville Public Library, crohde@roseville.ca.us & rhodge@roseville.ca.us, 916-774-5221

Technical issues during this presentation — lost the remote presenter, Chris Rohde.

Why talk about Koha, SIP and RFID/AMH? 

  • lighten load on circulation — 95% goes thru self check
  • lighten load on Koha soft spot

What is SIP? 

  • 3M vendor creation, 1993
  • Allows ILS to communicate with their products
  • ILS to Self-Service communication for transactions
  • Donated to NISO, National Information Standards Organization, 2012
  • SIP3 forthcoming
  • Other protocols available, NCIP
  • Helpful to have a SIP testing tool, like SIP testing tool

RFID tags

  • Roseville uses passive version
  • Antennae/Radio
  • Chip – Data/Security
  • Adhesive
  • 2×2 in. tags on books and media cases; overlays on discs
  • Used for: Self-check; automated returns; security gates

AMH?

  • AMH — Automated Materials Handling
  • Leverages RFIP & SIP
  • Includes “Induction” bookdrop
  • Brings you closer to customers — staff in front of the desk vs. behind the desk
  • Bin-sorting for reshelving purposes

AMH Video of this in-progress

Concerns/Lessons Learned

  • SIP Concerns: load, resources, compatibility ports
  • Split server setup
  • Koha Database concerns — didn’t appear to be an issue
  • SIP Servers, Accounts & Ports — separate SIP user for each and every machine
  • SIP Settings & Timeouts – 6 minutes timeout setting; monitored load during go-live; scripts in place to kill active SIP services not in use, to keep the server load at a minimum
  • Local Networking/Infrastructure: Firewall conflicts
  • RFID Vendors Role — ILS partnerships
  • Contingency — for developments or sever split
  • RFP Process
  • Project Management — follow PM guidelines; have a staffer in charge of project
  • Staffing Model, Koha, & RFID — impacts way you help customers & use Koha. Koha Circ module used less, but account management is used more.
  • OPAC & Staff search interface more important; staff no longer behind counters; mobile view more important now for both customers and staff.

Did this model increase or decrease circ? Not sure on stats, but it definitely sped up circulation; customers speed right through, especially after storytime.

Why split the SIP Server off? Library already having performance issues before RFID/AMH/Self-check put into place; decided to split the server off, due to the increase of hardware (11 self-check machines).

Biggest challenge has been internal networking structure, not SIP.