Hi Diane, Staff can see a patron's hold group membership from their Patron account in the staff interface (under Other --> Hold Groups). Staff can remove a patron from a Hold Group via their Patron account, and add them to a Hold Group via Patron Search and/or the Circulation --> Hold Groups interface.
Patrons can see their membership in all Hold Groups marked patron-visible from OPAC --> My Account: https://docs.evergreen-ils.org/eg/docs/latest/circulation/basic_holds.html#_from_the_my_account_interface_in_the_opac Patrons can remove themselves from patron-visible Hold Groups via the OPAC, but they cannot add themselves to Hold Groups - they need to ask staff to do that. Hope this helps, Andrea On Tue, Aug 23, 2022 at 11:39 AM Diane Disbro via Evergreen-general < evergreen-general@list.evergreen-ils.org> wrote: > I am very excited about using Hold Groups! Patrons don't always know when > an author publishes a new book. > > Not being able to see in the patron's account which group she belongs to > is a hindrance. Jane calls to see if she is in the Janet Evanovich group > and staff have to look through the list of patrons in that group rather > than accessing the information in Jane's account. > > 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 > > > > On Tue, Aug 23, 2022 at 9:21 AM Terran McCanna via Evergreen-general < > evergreen-general@list.evergreen-ils.org> wrote: > >> In my opinion, the thing that would make Hold Groups much more usable >> would be the ability to see all Hold Groups for a branch or system at once. >> As it stands, when you pull up a list of existing hold groups it only shows >> your own: >> >> https://bugs.launchpad.net/evergreen/+bug/1955999 >> >> There is also some missing functionality in the Angular Staff Catalog >> that still needs to be added for feature parity: >> >> https://bugs.launchpad.net/evergreen/+bug/1918183 >> >> >> 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 >> >> http://help.georgialibraries.org | h...@georgialibraries.org >> >> <https://www.facebook.com/georgialibraries> >> <https://www.twitter.com/georgialibs> >> <https://www.instagram.com/georgialibraries/> >> <https://www.twitter.com/georgialibs> >> >> Join our email list <http://georgialibraries.org> for stories of Georgia >> libraries making an impact in our communities. >> >> >> >> On Tue, Aug 23, 2022 at 10:03 AM Chauncey Montgomery via >> Evergreen-general <evergreen-general@list.evergreen-ils.org> wrote: >> >>> 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> >>> > >>> > >>> > <https://www.facebook.com/georgialibraries>< >>> https://www.twitter.com/georgialibs>< >>> https://www.instagram.com/georgialibraries/>< >>> https://www.twitter.com/georgialibs> >>> > Join our email list <http://georgialibraries.org>for stories of >>> Georgia libraries making an impact in our communities. >>> > >>> > >>> > >>> > >>> > 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> >>> > >>> > >>> > >>> > >>> > _______________________________________________ >>> > Evergreen-general mailing list >>> > Evergreen-general@list.evergreen-ils.org <mailto: >>> Evergreen-general@list.evergreen-ils.org> >>> > >>> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general >>> < >>> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general >>> > >>> > >>> > >>> > _______________________________________________ >>> > Evergreen-general mailing list >>> > Evergreen-general@list.evergreen-ils.org >>> > >>> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general >>> >>> _______________________________________________ >>> Evergreen-general mailing list >>> Evergreen-general@list.evergreen-ils.org >>> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general >>> >> _______________________________________________ >> Evergreen-general mailing list >> Evergreen-general@list.evergreen-ils.org >> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general >> > _______________________________________________ > Evergreen-general mailing list > Evergreen-general@list.evergreen-ils.org > http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general > -- Andrea Buntz Neiman Project Manager for Software Development Equinox Open Library Initiative abnei...@equinoxoli.org <abnei...@equinoxoli.org> 1-877-OPEN-ILS (673-6457) x5583 *https://www.equinoxOLI.org/ <https://www.equinoxOLI.org/>*
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