Thank you for all of your comments.

We have seen a little bit of both of these scenarios occur:

1. Might the times when it is not working as you expect coincide with a hold 
being older than
the "Holds: Soft stalling interval" time period? 
2. Might the now-available copies have come in to the pickup branch or system 
after the
hold targeter ran or the specifically-targeted foreign copy was captured?

It could boil down to our complex holds policies that we are updating in the 
coming months.


Thanks!

-  Johnnie

"The true measure of a man is how he treats someone who can do him absolutely 
no good." - Samuel Johnson
--------------------------------------------------------------------
Johnnie Pippin - NC Cardinal Consultant
State Library of North Carolina
4640 Mail Service Center
Raleigh, NC 27699-4640
[email protected]
Office: 919.807.7408 / Fax: 919.733.8748

-------------------------------------------------------------------
North Carolina Department of Cultural Resources

Opinions expressed in this message may not represent the policy of my agency.  
Email correspondence to and from this address may be subject to the North 
Carolina Public Records law “NCGS.Ch. 132” and may be disclosed to third 
parties by an authorized state official.




-----Original Message-----
From: Open-ils-general 
[mailto:[email protected]] On Behalf Of 
[email protected]
Sent: Wednesday, July 01, 2015 8:14 PM
To: [email protected]
Subject: Open-ils-general Digest, Vol 109, Issue 7

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Today's Topics:

   1. Re: Best-Hold Selection Sort Order (Thomas Berezansky)
   2. Re: Best-Hold Selection Sort Order (Mike Rylander)


----------------------------------------------------------------------

Message: 1
Date: Wed, 01 Jul 2015 16:58:06 -0400
From: Thomas Berezansky <[email protected]>
To: Evergreen Discussion Group
        <[email protected]>
Subject: Re: [OPEN-ILS-GENERAL] Best-Hold Selection Sort Order
Message-ID:
        <[email protected]>
Content-Type: text/plain; charset=UTF-8; format=flowed; DelSp=Yes

I will point out that some of that needs a quick clarification:

 From what I understand, the default search is based on checkin location, so 
when things are returned somewhere other than the owning library it may seem 
like it is acting oddly. If you are looking for copy owning/circ location based 
proximity the defaults won't work (and that is what we customized for at MVLC).

The provided desired configuration isn't differentiating checkin vs copy as the 
branch/system in question.

Quoting Kathy Lussier <[email protected]>:

> Hi Johnnie,
>
> Out of the box, Evergreen should already be using proximity in the way 
> you describe. It starts within the branch and, if there is nothing 
> available, it searches for a copy that is closest in proximity in the 
> org tree, typically the system. If it is not filling holds that way, 
> then there may be something else that is preventing the hold from 
> filling. For example, maybe there is a hold rule that prevents that 
> particular copy from filling the hold.
>
> Kathy
>
> On 07/01/2015 04:22 PM, Pippin, Johnnie wrote:
>> Ben and all,
>>
>> Thank you for your valuable information.
>>
>> We have an issue with certain systems having holds placed but looking 
>> outward to fulfill the hold within the consortium instead of first 
>> searching the available hold within its owning system.
>>
>> Our configuration for searching placed holds should be as follows:
>>
>> Hold placed at branch
>> Search branch, not available
>> Search System, not available
>> Search Consortium
>>
>> It seems that this works some of the time but not always. Proximity 
>> is key for what we want accomplished.
>>
>> Thanks!
>>
>> -  Johnnie
>>
>> "The true measure of a man is how he treats someone who can do him 
>> absolutely no good." - Samuel Johnson
>> --------------------------------------------------------------------
>> Johnnie Pippin - NC Cardinal Consultant State Library of North 
>> Carolina
>> 4640 Mail Service Center
>> Raleigh, NC 27699-4640
>> [email protected]
>> Office: 919.807.7408 / Fax: 919.733.8748
>>
>> -------------------------------------------------------------------
>> North Carolina Department of Cultural Resources
>>
>> Opinions expressed in this message may not represent the policy of my 
>> agency.  Email correspondence to and from this address may be subject 
>> to the North Carolina Public Records law “NCGS.Ch. 132” and may be 
>> disclosed to third parties by an authorized state official.
>>
>>
>>
>>
>> -----Original Message-----
>> From: Open-ils-general  
>> [mailto:[email protected]] On  
>> Behalf Of [email protected]
>> Sent: Wednesday, July 01, 2015 1:07 PM
>> To: [email protected]
>> Subject: Open-ils-general Digest, Vol 109, Issue 5
>>
>> Send Open-ils-general mailing list submissions to
>>      [email protected]
>>
>> To subscribe or unsubscribe via the World Wide Web, visit
>>      http://libmail.georgialibraries.org/mailman/listinfo/open-ils-general
>> or, via email, send a message with subject or body 'help' to
>>      [email protected]
>>
>> You can reach the person managing the list at
>>      [email protected]
>>
>> When replying, please edit your Subject line so it is more specific  
>> than "Re: Contents of Open-ils-general digest..."
>>
>>
>> Today's Topics:
>>
>>    1. Re: Best-Hold Selection Sort Order (Beth Longwell)
>>
>>
>> ----------------------------------------------------------------------
>>
>> Message: 1
>> Date: Wed, 1 Jul 2015 10:17:59 -0700
>> From: Beth Longwell <[email protected]>
>> To: Evergreen Discussion Group
>>      <[email protected]>
>> Subject: Re: [OPEN-ILS-GENERAL] Best-Hold Selection Sort Order
>> Message-ID:
>>      <cacacn80maaphd3yifncvpzln3gf2gnm2whzwa2nmy3xfhpb...@mail.gmail.com>
>> Content-Type: text/plain; charset="utf-8"
>>
>> Johnnie,
>>
>> We use it to prioritize hold fulfillment based on the way our  
>> courier is set up, hoping to minimize transit time for the patron.
>>
>> Beth Longwell
>> Sage Library System
>>
>> On Wed, Jul 1, 2015 at 10:07 AM, Michele Morgan <[email protected]>
>> wrote:
>>
>>> Hi Johnnie,
>>>
>>> NOBLE implemented "Traditional with Holds Always Go Home" Best-Hold
>>> Selection Sort Order systemwide so that items will always travel home
>>> if there are any holds for pickup at the owning library.
>>>
>>> We actually tweaked it a bit, removing approx and aprox. Since we do
>>> not adjust proximity, there's no need to include them.
>>>
>>> Hope this helps.
>>>
>>> Michele
>>>
>>> --
>>> Michele M. Morgan, Technical Assistant North of Boston Library
>>> Exchange, Danvers Massachusetts [email protected]
>>>
>>>
>>> On Wed, Jul 1, 2015 at 12:30 PM, Ben Shum <[email protected]> wrote:
>>>
>>>> Hi Johnnie,
>>>>
>>>> Bibliomation implemented Best-Hold Selection Sort Order changes for
>>>> at least one member library that required a specific approach to
>>>> holds that differed from the rest of our consortium.  I described
>>>> that use case in more detail in this post to the dev list a few years
>>>> ago (
>>>> http://markmail.org/message/pdksulwazgwzlro4) and that led to the
>>>> feature's development too.  Since implementation, we have had no
>>>> complaints about hold prioritization for the use case, so I consider
>>>> that a "Pro" of "it works for us" with no speakable "Cons" for now.
>>>>
>>>> Can you give us a little more information about what potential use
>>>> case are you hoping to achieve with the feature?  Are you trying to
>>>> raise or prioritize holds for a given subset of libraries?  Is it
>>>> based on geography, distance, political alliances?  There are lots of
>>>> options and not all may result in optimal or expected outcomes...
>>>>
>>>> -- Ben
>>>>
>>>> On Wed, Jul 1, 2015 at 10:48 AM, Pippin, Johnnie <
>>>> [email protected]> wrote:
>>>>
>>>>>  Good morning,
>>>>>
>>>>>
>>>>>
>>>>> NC Cardinal is reviewing the Best-Hold Selection Sort Order for
>>>>> holds placed in our consortium and wanted to gather some information
>>>>> from the community before we move forward.
>>>>>
>>>>>
>>>>>
>>>>> Has anyone implemented this process? If currently using, what are
>>>>> the pros and cons of the Best-Hold Selecting Sort Order?
>>>>>
>>>>>
>>>>>
>>>>> Are there any major problems to be made aware of when using
>>>>> Best-Hold Selecting Sort Order?
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>> Thanks!
>>>>>
>>>>>
>>>>>
>>>>> -  Johnnie
>>>>>
>>>>>
>>>>>
>>>>> "*The true measure of a man is how he treats someone who can do him
>>>>> absolutely no good*." - Samuel Johnson
>>>>>
>>>>> --------------------------------------------------------------------
>>>>>
>>>>> Johnnie Pippin - NC Cardinal Consultant
>>>>>
>>>>> State Library of North Carolina
>>>>> 4640 Mail Service Center
>>>>> Raleigh, NC 27699-4640
>>>>> [email protected]
>>>>>
>>>>> Office: 919.807.7408 / Fax: 919.733.8748
>>>>>
>>>>> [image: Cardinal][image: Cardinal 2]
>>>>>
>>>>> -------------------------------------------------------------------
>>>>>
>>>>> North Carolina Department of Cultural Resources
>>>>>
>>>>>
>>>>>
>>>>> Opinions expressed in this message may not represent the policy of
>>>>> my agency.  Email correspondence to and from this address may be
>>>>> subject to the North Carolina Public Records law “NCGS.Ch. 132” and
>>>>> may be disclosed to third parties by an authorized state official.
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>
>>>>
>>>> --
>>>> Benjamin Shum
>>>> Evergreen Systems Manager
>>>> Bibliomation, Inc.
>>>> 24 Wooster Ave.
>>>> Waterbury, CT 06708
>>>> 203-577-4070, ext. 113
>>>>
>>>
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>>
>> End of Open-ils-general Digest, Vol 109, Issue 5
>> ************************************************
>
> -- 
> Kathy Lussier
> Project Coordinator
> Massachusetts Library Network Cooperative
> (508) 343-0128
> [email protected]
> Twitter: http://www.twitter.com/kmlussier


-- 
Thomas Berezansky
Assistant Network Administrator
Merrimack Valley Library Consortium
4 High ST, Suite 175
North Andover, MA 01845
Phone: 978-557-8161



------------------------------

Message: 2
Date: Wed, 1 Jul 2015 20:24:57 -0400
From: Mike Rylander <[email protected]>
To: Evergreen Discussion Group
        <[email protected]>
Subject: Re: [OPEN-ILS-GENERAL] Best-Hold Selection Sort Order
Message-ID:
        <CAO8ar=nKkaDgXHreRxox+q6PP+GLBVgibO5=yu-nbgdi8sz...@mail.gmail.com>
Content-Type: text/plain; charset="utf-8"

Hi Johnnie,

On Wed, Jul 1, 2015 at 4:22 PM, Pippin, Johnnie <[email protected]>
wrote:

> Ben and all,
>
> Thank you for your valuable information.
>
> We have an issue with certain systems having holds placed but looking
> outward to fulfill the hold within the consortium instead of first
> searching the available hold within its owning system.
>
> Our configuration for searching placed holds should be as follows:
>
> Hold placed at branch
> Search branch, not available
> Search System, not available
> Search Consortium
>
>
That's the way the default hold setup works. It's very unlikely that
proximity adjustment or best-hold sort order will help you here.  However...


> It seems that this works some of the time but not always. Proximity is key
> for what we want accomplished.
>
>
... can you expand on what you mean by this?  For instance, might the times
when it is not working as you expect coincide with a hold being older than
the "Holds: Soft stalling interval" time period? Or, might the
now-available copies have come in to the pickup branch or system after the
hold targeter ran or the specifically-targeted foreign copy was captured?

Thanks,

--Mike

Thanks!
>
> -  Johnnie
>
> "The true measure of a man is how he treats someone who can do him
> absolutely no good." - Samuel Johnson
> --------------------------------------------------------------------
> Johnnie Pippin - NC Cardinal Consultant
> State Library of North Carolina
> 4640 Mail Service Center
> Raleigh, NC 27699-4640
> [email protected]
> Office: 919.807.7408 / Fax: 919.733.8748
>
> -------------------------------------------------------------------
> North Carolina Department of Cultural Resources
>
> Opinions expressed in this message may not represent the policy of my
> agency.  Email correspondence to and from this address may be subject to
> the North Carolina Public Records law “NCGS.Ch. 132” and may be disclosed
> to third parties by an authorized state official.
>
>
>
>
> -----Original Message-----
> From: Open-ils-general [mailto:
> [email protected]] On Behalf Of
> [email protected]
> Sent: Wednesday, July 01, 2015 1:07 PM
> To: [email protected]
> Subject: Open-ils-general Digest, Vol 109, Issue 5
>
> Send Open-ils-general mailing list submissions to
>         [email protected]
>
> To subscribe or unsubscribe via the World Wide Web, visit
>
> http://libmail.georgialibraries.org/mailman/listinfo/open-ils-general
> or, via email, send a message with subject or body 'help' to
>         [email protected]
>
> You can reach the person managing the list at
>         [email protected]
>
> When replying, please edit your Subject line so it is more specific than
> "Re: Contents of Open-ils-general digest..."
>
>
> Today's Topics:
>
>    1. Re: Best-Hold Selection Sort Order (Beth Longwell)
>
>
> ----------------------------------------------------------------------
>
> Message: 1
> Date: Wed, 1 Jul 2015 10:17:59 -0700
> From: Beth Longwell <[email protected]>
> To: Evergreen Discussion Group
>         <[email protected]>
> Subject: Re: [OPEN-ILS-GENERAL] Best-Hold Selection Sort Order
> Message-ID:
>         <
> cacacn80maaphd3yifncvpzln3gf2gnm2whzwa2nmy3xfhpb...@mail.gmail.com>
> Content-Type: text/plain; charset="utf-8"
>
> Johnnie,
>
> We use it to prioritize hold fulfillment based on the way our courier is
> set up, hoping to minimize transit time for the patron.
>
> Beth Longwell
> Sage Library System
>
> On Wed, Jul 1, 2015 at 10:07 AM, Michele Morgan <[email protected]>
> wrote:
>
> > Hi Johnnie,
> >
> > NOBLE implemented "Traditional with Holds Always Go Home" Best-Hold
> > Selection Sort Order systemwide so that items will always travel home
> > if there are any holds for pickup at the owning library.
> >
> > We actually tweaked it a bit, removing approx and aprox. Since we do
> > not adjust proximity, there's no need to include them.
> >
> > Hope this helps.
> >
> > Michele
> >
> > --
> > Michele M. Morgan, Technical Assistant North of Boston Library
> > Exchange, Danvers Massachusetts [email protected]
> >
> >
> > On Wed, Jul 1, 2015 at 12:30 PM, Ben Shum <[email protected]> wrote:
> >
> >> Hi Johnnie,
> >>
> >> Bibliomation implemented Best-Hold Selection Sort Order changes for
> >> at least one member library that required a specific approach to
> >> holds that differed from the rest of our consortium.  I described
> >> that use case in more detail in this post to the dev list a few years
> >> ago (
> >> http://markmail.org/message/pdksulwazgwzlro4) and that led to the
> >> feature's development too.  Since implementation, we have had no
> >> complaints about hold prioritization for the use case, so I consider
> >> that a "Pro" of "it works for us" with no speakable "Cons" for now.
> >>
> >> Can you give us a little more information about what potential use
> >> case are you hoping to achieve with the feature?  Are you trying to
> >> raise or prioritize holds for a given subset of libraries?  Is it
> >> based on geography, distance, political alliances?  There are lots of
> >> options and not all may result in optimal or expected outcomes...
> >>
> >> -- Ben
> >>
> >> On Wed, Jul 1, 2015 at 10:48 AM, Pippin, Johnnie <
> >> [email protected]> wrote:
> >>
> >>>  Good morning,
> >>>
> >>>
> >>>
> >>> NC Cardinal is reviewing the Best-Hold Selection Sort Order for
> >>> holds placed in our consortium and wanted to gather some information
> >>> from the community before we move forward.
> >>>
> >>>
> >>>
> >>> Has anyone implemented this process? If currently using, what are
> >>> the pros and cons of the Best-Hold Selecting Sort Order?
> >>>
> >>>
> >>>
> >>> Are there any major problems to be made aware of when using
> >>> Best-Hold Selecting Sort Order?
> >>>
> >>>
> >>>
> >>>
> >>>
> >>> Thanks!
> >>>
> >>>
> >>>
> >>> -  Johnnie
> >>>
> >>>
> >>>
> >>> "*The true measure of a man is how he treats someone who can do him
> >>> absolutely no good*." - Samuel Johnson
> >>>
> >>> --------------------------------------------------------------------
> >>>
> >>> Johnnie Pippin - NC Cardinal Consultant
> >>>
> >>> State Library of North Carolina
> >>> 4640 Mail Service Center
> >>> Raleigh, NC 27699-4640
> >>> [email protected]
> >>>
> >>> Office: 919.807.7408 / Fax: 919.733.8748
> >>>
> >>> [image: Cardinal][image: Cardinal 2]
> >>>
> >>> -------------------------------------------------------------------
> >>>
> >>> North Carolina Department of Cultural Resources
> >>>
> >>>
> >>>
> >>> Opinions expressed in this message may not represent the policy of
> >>> my agency.  Email correspondence to and from this address may be
> >>> subject to the North Carolina Public Records law “NCGS.Ch. 132” and
> >>> may be disclosed to third parties by an authorized state official.
> >>>
> >>>
> >>>
> >>>
> >>>
> >>>
> >>>
> >>>
> >>>
> >>
> >>
> >>
> >> --
> >> Benjamin Shum
> >> Evergreen Systems Manager
> >> Bibliomation, Inc.
> >> 24 Wooster Ave.
> >> Waterbury, CT 06708
> >> 203-577-4070, ext. 113
> >>
> >
> >
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