Hi Holly,
I'll leave the reports question to somebody else.
- Can we use multiple copy locations in the ordering process?
In 2.3, you can change the copy location for any item you are ordering.
From the Purchase Order screen, there is a copies link for each
lineitem. The copies screen is where you can apply a copy location (it
may say shelving location in 2.3, but the language was updated to copy
location in later versions), circulation modifier and other copy-level
information.
In 2.4, you will be able to make these modifications directly from the
PO screen.
I hop this helps!
Kathy
Kathy Lussier
Project Coordinator
Massachusetts Library Network Cooperative
(508) 343-0128
[email protected]
Twitter: http://www.twitter.com/kmlussier
On 10/30/2013 4:54 PM, Holly Brennan wrote:
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]>
