Hi, Thomas.

As Mike says below, in Evergreen, a copy is only assigned to fulfill a specific hold at the time of capture, not at the time of targeting. In many of our libraries, pick lists are printed at the beginning of the day as a routine start-up item and items are only pulled by staff later in the day.

Let's consider a theoretical example in PINES, since I notice you're from a PINES member library. Your pick list could have a targeted hold from a patron at another PINES library -- let's say Uncle Remus Regional Library, just because I think that's a great name for a library -- for one of your items -- say, 'The Handmaid's Tale' by Margaret Atwood -- because their local copies are all on loan.

Between the time that you print your list, and pull the Handmaid's Tale from the shelf and capture the hold, one of the Uncle Remus copies of the book has been returned at Uncle Remus, and was opportunistically captured at that time, and immediately sent to the local holds shelf for pickup, and therefore, your copy is no longer needed for the Uncle Remus patron.

That's why the holds slip is the authoritative source for who the hold is issued to. At capture time, we can consider whether the hold is still required for whoever it was needed for at the time the list was printed, and if it's not required for that person, it will automatically get assigned to the next person on the list (in roughly date order).

Does that make sense?

Brandon Uhlman
BC Sitka

Quoting Thomas Jones <[email protected]>:

Lively discussion in the same direction : )

Basically, I agree with Jeremy also as long as there is the possibility of
printing the holds list based upon the columns selected. I like the
one-click approach where you go from column view to printing without having
to reformat the data.

When I mentioned barcode I probably should have started patron barcode.

I was lobbying for the possibility of printing the columns selected in a
format similar to Pull List 3. Adding the patron name would allow the
librarian to fill the hold without looking up additional information. The
item barcode would be scanned from the item in hand - not keyed from
information on the slip.  where you go from column view to printing without
having to reformat the data.where you go from column view to printing
without having to reformat the data.

Librarians would tend to ignore the item barcode unless a specific copy is
needed although in some instances we are looking for a specific copy.

TMJ

-------------------------------------
Thomas M. Jones, Director
Middle Georgia Regional Library
1180 Washington Avenue
Macon, Georgia 31201-1790
Office: 478.744.0850 Fax: 478.744.0840 Mobile: 478.731.2767

-----Original Message-----
From: [email protected]
[mailto:[email protected]] On Behalf Of Mike
Rylander
Sent: Wednesday, October 21, 2009 10:40 AM
To: Evergreen Development Discussion List
Subject: Re: [OPEN-ILS-DEV] possible staff client changes--holds pull
lists,patron summary sidebar , checkout due date entry,and billing interface
(with screenshots)

On Wed, Oct 21, 2009 at 10:29 AM, Thomas Jones <[email protected]> wrote:
Jason,

From the standpoint of locating the books on the shelves Pull List 3 is
the
most practical. With the addition of the patron name along with the
barcode
one could even cut the list apart and place the information in the book
when
retrieved.


Unfortunately, this isn't true.  The hold that is filled by a copy is
not necessarily the hold that targeted the copy, because the holds are
filled (nominally, with proximity adjustment) in request order.  In
other words, the pull list is just for getting copies from the shelf
to the hold capture (or checkin) interface.  The hold slip that is
printed at actual capture time is an authoritative record of which
hold a copy is filling.

--
Mike Rylander
 | VP, Research and Design
 | Equinox Software, Inc. / The Evergreen Experts
 | phone:  1-877-OPEN-ILS (673-6457)
 | email:  [email protected]
 | web:  http://www.esilibrary.com





======================================
Brandon W. Uhlman, Systems Consultant
Public Library Services Branch
British Columbia Ministry of Education
Vancouver, BC (and Lillooet, BC)

Phone: (604) 660-2972 or (250) 256-0344
E-mail: [email protected]
        [email protected]

Reply via email to