Hi Diane,

No, proximity in Evergreen is different than geographic proximity. It is the proximity each org unit has to each other in the Evergreen hierarchy. As an example, a branch that's in the same system as your library will have closer proximity than a branch in another library system. As a result, the branches in your system will fill holds before they look for one in another system.

There are ways in Evergreen to adjust proximity for holds if you need the holds to fill a little differently. There is a longer explanation of how proximity works and how it can be adjusted for holds at http://docs.evergreen-ils.org/3.0/_org_unit_proximity_adjustments.html

Kathy


On 11/29/2017 10:20 AM, Diane Disbro wrote:

What is this “proximity” that people are talking about? I have been told that Evergreen doesn’t recognize geography. Are proximity and geography the same thing?

*Diane Disbro*

Circulation Coordinator/Branch Manager

Union Branch

Scenic Regional Library

308 Hawthorne Drive

Union, MO 63084

636-583-3224

ddis...@scenicregional.org <mailto:ddis...@scenicregional.org>

www.scenicregional.org

*From:*Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Josh Stompro
*Sent:* Tuesday, November 28, 2017 10:58 AM
*To:* Evergreen Discussion Group
*Subject:* Re: [OPEN-ILS-GENERAL] Catalog holds status display - Hold queue and potential copies

Hello Scott, we do resource share. One of our systems is 3x larger than the other, so the smaller system uses age hold protection on their new items to keep them home for a while. Otherwise we were seeing 4x more holds placed by the larger system which was pulling a disproportionate share of new material from the smaller system. The smaller system also recently decided to use FIFO vs proximity for their holds, while the larger system is sticking with check-in proximity priority.

Most of the highly sought after items that have lots of holds are new items in our experience, so the smaller system that is using FIFO will only fill their own customers holds in FIFO order until the age hold protection expires. Once it expires then there is a chance that the larger system’s holds will get priority if they are older than the remaining smaller systems holds. We don’t know if that is going to be a problem in actual usage yet.

Josh Stompro - LARL IT Director

*From:*Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *scott.tho...@sparkpa.org <mailto:scott.tho...@sparkpa.org>
*Sent:* Tuesday, November 28, 2017 7:31 AM
*To:* Evergreen Discussion Group
*Subject:* Re: [OPEN-ILS-GENERAL] Catalog holds status display - Hold queue and potential copies

Another interesting issue was raised in this discussion. Our consortium is all proximity because we were told that, if org units within a consortium plan to resource share, they must all be FIFO or proximity, but it appears some of you are hybrids. Can I assume you do not resource share at all or do not do so beyond the local library system?

Thank you,
Scott

Scott Thomas

Executive Director

*PaILS / SPARK*

(717) 873-9461

scott.tho...@sparkpa.org <mailto:scott.tho...@sparkpa.org>

Description: Description: Training | SPARK – Pennsylvania's Statewide Library System <http://www.palibrary.org/pails/>

*From:*Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Diane Disbro
*Sent:* Monday, November 27, 2017 8:30 PM
*To:* Evergreen Discussion Group <open-ils-general@list.georgialibraries.org <mailto:open-ils-general@list.georgialibraries.org>>; ME list serv <evergr...@lists.mobiusconsortium.org <mailto:evergr...@lists.mobiusconsortium.org>> *Subject:* Re: [OPEN-ILS-GENERAL] Catalog holds status display - Hold queue and potential copies

I am very interested to hear if someone has done something with this other than try to explain to disgruntled patrons why they see in their online account that they are next in the queue for an item but they wait weeks or months to get it.

Thank you, Josh, for asking.


Diane Disbro

Circulation Coordinator/Branch Manager

Union Branch

Scenic Regional Library

308 Hawthorne Drive

Union, MO     63084

(636) 583-3224

On Mon, Nov 27, 2017 at 4:28 PM, Josh Stompro <stomp...@exchange.larl.org <mailto:stomp...@exchange.larl.org>> wrote:

    Hello, Those of you that use age hold protection and non FIFO best
    hold selection sort order, what have you done with the status
    column of holds in your catalog.  We just noticed that it is
    showing the FIFO queue position for holds, along with all
    potential copies.  This gives users bad info since for us holds
    are sometimes filled in FIFO order for some orgs, and are filled
    based on proximity for other locations.  And since one org uses
    age hold protection, the total copy count isn’t accurate either
    since half the copies might be age hold protected so they cannot
    fill the users holds.

    Did you just remove that section from
    templates/opac/parts/hold_status.tt2?  Did you modify it in some
    way?  I would like to see examples of what you changed it to if
    you changed it.

    Should the potential copies count exclude copies that are age hold
    protected and cannot be captured for that hold?  Right now it
    pulls from hold copy map, but it looks like restricting the copy
    count based on the age hold protection might be possible to add.

    Thanks

    Josh

    Lake Agassiz Regional Library - Moorhead MN larl.org <http://larl.org>

    Josh Stompro     | Office 218.233.3757 EXT-139
    <tel:%28218%29%20233-3757>

    LARL IT Director | Cell 218.790.2110 <tel:%28218%29%20790-2110>


--
Kathy Lussier
Project Coordinator
Massachusetts Library Network Cooperative
(508) 343-0128
kluss...@masslnc.org
Twitter: http://www.twitter.com/kmlussier

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