I usually go to IRC with questions, but this one seems convoluted enough for 
the whole list...

We are on 2.3.4, so if any of these problems are resolved in 2.4 or 2.5 please 
let me know! We'll be upgrading soon.

We would like to allow patrons to place holds on 'On Order' items (not yet at 
the library, pre-cataloging, pre-received, in the location "stacks" by 
default). Currently patrons must request such a hold, and staff add a note in 
Acquisitions. Then when the item arrives cataloging staff manually place holds 
based on these notes. Then cataloging staff need to notify the processing staff 
that *these* items have holds (using a trail of sticky notes). It is a pain in 
the butt for both staff and patrons.

We can, of course, just turn on the setting so that patrons can place holds on 
'On Order' items. However, there is no way to know which items need to be 
processed sooner because people are waiting for them (at least in 2.3.4). 
Patrons could be allowed to place holds, but they'll be lost in the system 
until we get around to processing that item and discover the hold. In our old 
system, we ran a report to grab anything with 1) open hold request and 2) 
status of 'In Process' or 'On Order'. Is there now a way to run a report like 
this in the newer versions? If so, that seems like the simplest solution (turn 
on holds setting for 'On Order' and then run occasional reports).

If the above situation is possible, there is still a snag in the plan. We won't 
want EVERYTHING to be placed on hold, since some items on order will be 
Reference or for staff use only. The only way I have thought up to fix this is 
to create another copy location - basically a location like "Stacks" but with 
the hold function turned off. Is it possible to change the copy location of 
items in Acquisitions, either per item (ideal but unlikely) or per order (so 
Ref/staff items could be placed in separate orders)? I don't do ordering or 
anything in Acquisitions, so I can't check, but I'm told by other staff that 
they don't see any place where the "Stacks" location shows during the ordering 
process.

In summary:

-          Can we somehow gather a list of items on hold based on location?

-          Can we use multiple copy locations in the ordering process?

Ugh. It's a long one. Thanks to anyone who gets this far in reading this! And a 
million thanks to anyone with insight!

-Holly




Holly Brennan
Library Technician II
Cataloging & Tech Services
Homer Public Library
907-235-3180 (main)
907-435-3154 (direct)
[email protected]<mailto:[email protected]>

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