Our library was involved in supporting the initial development of this feature, 
because we wanted a way to easily place holds for multiple patrons on popular 
authors.  Using the concept of item buckets and patron buckets that allowed for 
batch processing, we thought we could easily expand that functionality to 
include batch hold processing.

There is a learning curve to the feature, as pointed out by Terran, but once 
you get the hang of it, it is pretty easy.  I hope that eventually, patrons 
will be able to manage hold groups themselves, but as it is now staff manage 
them.  We had to start simple.  Perhaps if enough consortia start using the 
feature, we can fund additional development.

In the meantime, we created a simple online form where patrons can select 
authors that they want to subscribe to.  The form data gets sent to our 
technical services staff, who are responsible for adding and deleting patrons 
to the hold groups.  They are also responsible for placing the holds when a new 
title arrives.

Our patrons love the feature because they no longer need to constantly watch 
for release dates for their favorite authors.  For example, they know that if 
James Patterson has a new title coming out, they will automatically be placed 
on hold for the title.

In addition to making life easier for patrons, hold groups are an excellent way 
for us to plan for demand.  The number of patrons in a hold group helps us 
determine how many initial copies of a title we need to purchase.  It takes 
some of the guesswork out of purchasing.

If you have additional questions, let me know.

Cheers.
CM
--
Chauncey G. Montgomery
Director/Fiscal Officer
Community Library | Sunbury, Ohio
740-965-3901 | www.yourcl.org

On 8/22/22 10:00 AM, Misty via Evergreen-general wrote:
I use this feature all the time. I like it because it makes everything more 
fair to the patrons by being randomized :)

/*Misty Morse [She/Her]
Librarian Assistant/Cataloger/Notary Public
Clinton Public Library
*/*765-832-8349
313 S. 4th St. Clinton, In.,478**42*
*“Reading one book is like eating one potato chip"*― Diane Duane, So You Want to Be a 
Wizard <https://www.goodreads.com/work/quotes/3464>


On Mon, Aug 22, 2022 at 09:57 AM, Terran McCanna via Evergreen-general 
<evergreen-general@list.evergreen-ils.org> wrote:

    Hold Groups are specialized User Buckets that allow you to save a group of 
users that you want to be able to place holds for all at once. For example, you 
could have a book club hold group that allows you to place each month's 
selection on hold for all members at once instead of one patron at a time. Or a 
list of patrons who want the next James Patterson book placed on hold as soon 
as it is available.



        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| tmcca...@georgialibraries.org 
<mailto:tmcca...@georgialibraries.org>

    http://help.georgialibraries.org <http://help.georgialibraries.org> | 
h...@georgialibraries.org <mailto:h...@georgialibraries.org>


    
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    On Mon, Aug 22, 2022 at 9:50 AM Brandi Sanders via Evergreen-general 
<evergreen-general@list.evergreen-ils.org 
<mailto:evergreen-general@list.evergreen-ils.org>> wrote:

        Ok, someone explain, what are hold groups and what are they used for?

        -----Original Message-----
        From: "Diane Disbro via Evergreen-general" 
<evergreen-general@list.evergreen-ils.org 
<mailto:evergreen-general@list.evergreen-ils.org>>
        Sent: Monday, August 22, 2022 9:13am
        To: "Evergreen Discussion Group" <evergreen-general@list.evergreen-ils.org 
<mailto:evergreen-general@list.evergreen-ils.org>>
        Cc: "Diane Disbro" <ddis...@scenicregional.org 
<mailto:ddis...@scenicregional.org>>
        Subject: [Evergreen-general] Are you using Hold Groups?


        Good morning -
        My library will begin offering Hold Groups to patrons in October. Are 
those of you who already use Hold Groups happy with how it works?
        Thank you.
        Diane Disbro
        Pronouns: she/her
        Circulation Coordinator
        Scenic Regional Library
        251 Union Plaza Drive
        Union, MO 63084
        (636) 583-0652 ext  110
        ddis...@scenicregional.org <mailto:ddis...@scenicregional.org>




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