Re: [Evergreen-general] Are you using Hold Groups?

[Diane Disbro via Evergreen-general]

This is great! When I was testing the feature and added patrons to groups,
it was NOT possible to see the group membership in the patron's account. I
just checked the live server and you are right! I can see groups that
patrons belong to.

Thanks!

Diane Disbro
Pronouns: she/her
Circulation Coordinator
Scenic Regional Library
251 Union Plaza Drive
Union, MO 63084
(636) 583-0652 ext  110
ddis...@scenicregional.org



On Mon, Aug 29, 2022 at 8:53 AM Andrea Buntz Neiman 
wrote:

> Hi Diane,
>
> Staff can see a patron's hold group membership from their Patron account
> in the staff interface (under Other --> Hold Groups). Staff can remove a
> patron from a Hold Group via their Patron account, and add them to a Hold
> Group via Patron Search and/or the Circulation --> Hold Groups interface.
>
> Patrons can see their membership in all Hold Groups marked patron-visible
> from OPAC --> My Account:
>
>
> https://docs.evergreen-ils.org/eg/docs/latest/circulation/basic_holds.html#_from_the_my_account_interface_in_the_opac
>
> Patrons can remove themselves from patron-visible Hold Groups via the
> OPAC, but they cannot add themselves to Hold Groups - they need to ask
> staff to do that.
>
> Hope this helps,
> Andrea
>
> On Tue, Aug 23, 2022 at 11:39 AM Diane Disbro via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
>> I am very excited about using Hold Groups! Patrons don't always know when
>> an author publishes a new book.
>>
>> Not being able to see in the patron's account which group she belongs to
>> is a hindrance. Jane calls to see if she is in the Janet Evanovich group
>> and staff have to look through the list of patrons in that group rather
>> than accessing the information in Jane's account.
>>
>> Diane Disbro
>> Pronouns: she/her
>> Circulation Coordinator
>> Scenic Regional Library
>> 251 Union Plaza Drive
>> Union, MO 63084
>> (636) 583-0652 ext  110
>> ddis...@scenicregional.org
>>
>>
>>
>> On Tue, Aug 23, 2022 at 9:21 AM Terran McCanna via Evergreen-general <
>> evergreen-general@list.evergreen-ils.org> wrote:
>>
>>> In my opinion, the thing that would make Hold Groups much more usable
>>> would be the ability to see all Hold Groups for a branch or system at once.
>>> As it stands, when you pull up a list of existing hold groups it only shows
>>> your own:
>>>
>>> https://bugs.launchpad.net/evergreen/+bug/1955999
>>>
>>> There is also some missing functionality in the Angular Staff Catalog
>>> that still needs to be added for feature parity:
>>>
>>> https://bugs.launchpad.net/evergreen/+bug/1918183
>>>
>>>
>>> Terran McCanna, PINES Program Manager
>>> --
>>>
>>> Georgia Public Library Service | University System of Georgia
>>>
>>> 2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341
>>>
>>> (404) 235-7138 | tmcca...@georgialibraries.org
>>>
>>> http://help.georgialibraries.org | h...@georgialibraries.org
>>>
>>> 
>>> 
>>> 
>>> 
>>>
>>> Join our email list  for stories of
>>> Georgia libraries making an impact in our communities.
>>>
>>>
>>>
>>> On Tue, Aug 23, 2022 at 10:03 AM Chauncey Montgomery via
>>> Evergreen-general  wrote:
>>>
 Our library was involved in supporting the initial development of this
 feature, because we wanted a way to easily place holds for multiple patrons
 on popular authors.  Using the concept of item buckets and patron buckets
 that allowed for batch processing, we thought we could easily expand that
 functionality to include batch hold processing.

 There is a learning curve to the feature, as pointed out by Terran, but
 once you get the hang of it, it is pretty easy.  I hope that eventually,
 patrons will be able to manage hold groups themselves, but as it is now
 staff manage them.  We had to start simple.  Perhaps if enough consortia
 start using the feature, we can fund additional development.

 In the meantime, we created a simple online form where patrons can
 select authors that they want to subscribe to.  The form data gets sent to
 our technical services staff, who are responsible for adding and deleting
 patrons to the hold groups.  They are also responsible for placing the
 holds when a new title arrives.

 Our patrons love the feature because they no longer need to constantly
 watch for release dates for their favorite authors.  For example, they know
 that if James Patterson has a new title coming out, they will automatically
 be placed on hold for the title.

 In addition to making life easier for patrons, hold groups are an
 excellent way for us to plan for demand.  The number of patrons in a hold
 group helps us determine how many initial copies of a title we need to
 purchase.  It takes some of the guesswork out 

Re: [Evergreen-general] Are you using Hold Groups?

[Andrea Buntz Neiman via Evergreen-general]

Hi Diane,

Staff can see a patron's hold group membership from their Patron account in
the staff interface (under Other --> Hold Groups). Staff can remove a
patron from a Hold Group via their Patron account, and add them to a Hold
Group via Patron Search and/or the Circulation --> Hold Groups interface.

Patrons can see their membership in all Hold Groups marked patron-visible
from OPAC --> My Account:

https://docs.evergreen-ils.org/eg/docs/latest/circulation/basic_holds.html#_from_the_my_account_interface_in_the_opac

Patrons can remove themselves from patron-visible Hold Groups via the OPAC,
but they cannot add themselves to Hold Groups - they need to ask staff to
do that.

Hope this helps,
Andrea

On Tue, Aug 23, 2022 at 11:39 AM Diane Disbro via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> I am very excited about using Hold Groups! Patrons don't always know when
> an author publishes a new book.
>
> Not being able to see in the patron's account which group she belongs to
> is a hindrance. Jane calls to see if she is in the Janet Evanovich group
> and staff have to look through the list of patrons in that group rather
> than accessing the information in Jane's account.
>
> Diane Disbro
> Pronouns: she/her
> Circulation Coordinator
> Scenic Regional Library
> 251 Union Plaza Drive
> Union, MO 63084
> (636) 583-0652 ext  110
> ddis...@scenicregional.org
>
>
>
> On Tue, Aug 23, 2022 at 9:21 AM Terran McCanna via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
>
>> In my opinion, the thing that would make Hold Groups much more usable
>> would be the ability to see all Hold Groups for a branch or system at once.
>> As it stands, when you pull up a list of existing hold groups it only shows
>> your own:
>>
>> https://bugs.launchpad.net/evergreen/+bug/1955999
>>
>> There is also some missing functionality in the Angular Staff Catalog
>> that still needs to be added for feature parity:
>>
>> https://bugs.launchpad.net/evergreen/+bug/1918183
>>
>>
>> Terran McCanna, PINES Program Manager
>> --
>>
>> Georgia Public Library Service | University System of Georgia
>>
>> 2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341
>>
>> (404) 235-7138 | tmcca...@georgialibraries.org
>>
>> http://help.georgialibraries.org | h...@georgialibraries.org
>>
>> 
>> 
>> 
>> 
>>
>> Join our email list  for stories of Georgia
>> libraries making an impact in our communities.
>>
>>
>>
>> On Tue, Aug 23, 2022 at 10:03 AM Chauncey Montgomery via
>> Evergreen-general  wrote:
>>
>>> Our library was involved in supporting the initial development of this
>>> feature, because we wanted a way to easily place holds for multiple patrons
>>> on popular authors.  Using the concept of item buckets and patron buckets
>>> that allowed for batch processing, we thought we could easily expand that
>>> functionality to include batch hold processing.
>>>
>>> There is a learning curve to the feature, as pointed out by Terran, but
>>> once you get the hang of it, it is pretty easy.  I hope that eventually,
>>> patrons will be able to manage hold groups themselves, but as it is now
>>> staff manage them.  We had to start simple.  Perhaps if enough consortia
>>> start using the feature, we can fund additional development.
>>>
>>> In the meantime, we created a simple online form where patrons can
>>> select authors that they want to subscribe to.  The form data gets sent to
>>> our technical services staff, who are responsible for adding and deleting
>>> patrons to the hold groups.  They are also responsible for placing the
>>> holds when a new title arrives.
>>>
>>> Our patrons love the feature because they no longer need to constantly
>>> watch for release dates for their favorite authors.  For example, they know
>>> that if James Patterson has a new title coming out, they will automatically
>>> be placed on hold for the title.
>>>
>>> In addition to making life easier for patrons, hold groups are an
>>> excellent way for us to plan for demand.  The number of patrons in a hold
>>> group helps us determine how many initial copies of a title we need to
>>> purchase.  It takes some of the guesswork out of purchasing.
>>>
>>> If you have additional questions, let me know.
>>>
>>> Cheers.
>>> CM
>>> --
>>> Chauncey G. Montgomery
>>> Director/Fiscal Officer
>>> Community Library | Sunbury, Ohio
>>> 740-965-3901 | www.yourcl.org
>>>
>>> On 8/22/22 10:00 AM, Misty via Evergreen-general wrote:
>>> > I use this feature all the time. I like it because it makes everything
>>> more fair to the patrons by being randomized :)
>>> >
>>> > /*Misty Morse [She/Her]
>>> > Librarian Assistant/Cataloger/Notary Public
>>> > Clinton Public Library
>>> > */*765-832-8349
>>> > 313 S. 4th St. Clinton, In.,478**42*
>>> > 

Re: [Evergreen-general] Are you using Hold Groups?

[Diane Disbro via Evergreen-general]

I am very excited about using Hold Groups! Patrons don't always know when
an author publishes a new book.

Not being able to see in the patron's account which group she belongs to is
a hindrance. Jane calls to see if she is in the Janet Evanovich group and
staff have to look through the list of patrons in that group rather than
accessing the information in Jane's account.

Diane Disbro
Pronouns: she/her
Circulation Coordinator
Scenic Regional Library
251 Union Plaza Drive
Union, MO 63084
(636) 583-0652 ext  110
ddis...@scenicregional.org



On Tue, Aug 23, 2022 at 9:21 AM Terran McCanna via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> In my opinion, the thing that would make Hold Groups much more usable
> would be the ability to see all Hold Groups for a branch or system at once.
> As it stands, when you pull up a list of existing hold groups it only shows
> your own:
>
> https://bugs.launchpad.net/evergreen/+bug/1955999
>
> There is also some missing functionality in the Angular Staff Catalog that
> still needs to be added for feature parity:
>
> https://bugs.launchpad.net/evergreen/+bug/1918183
>
>
> Terran McCanna, PINES Program Manager
> --
>
> Georgia Public Library Service | University System of Georgia
>
> 2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341
>
> (404) 235-7138 | tmcca...@georgialibraries.org
>
> http://help.georgialibraries.org | h...@georgialibraries.org
>
> 
> 
> 
> 
>
> Join our email list  for stories of Georgia
> libraries making an impact in our communities.
>
>
>
> On Tue, Aug 23, 2022 at 10:03 AM Chauncey Montgomery via Evergreen-general
>  wrote:
>
>> Our library was involved in supporting the initial development of this
>> feature, because we wanted a way to easily place holds for multiple patrons
>> on popular authors.  Using the concept of item buckets and patron buckets
>> that allowed for batch processing, we thought we could easily expand that
>> functionality to include batch hold processing.
>>
>> There is a learning curve to the feature, as pointed out by Terran, but
>> once you get the hang of it, it is pretty easy.  I hope that eventually,
>> patrons will be able to manage hold groups themselves, but as it is now
>> staff manage them.  We had to start simple.  Perhaps if enough consortia
>> start using the feature, we can fund additional development.
>>
>> In the meantime, we created a simple online form where patrons can select
>> authors that they want to subscribe to.  The form data gets sent to our
>> technical services staff, who are responsible for adding and deleting
>> patrons to the hold groups.  They are also responsible for placing the
>> holds when a new title arrives.
>>
>> Our patrons love the feature because they no longer need to constantly
>> watch for release dates for their favorite authors.  For example, they know
>> that if James Patterson has a new title coming out, they will automatically
>> be placed on hold for the title.
>>
>> In addition to making life easier for patrons, hold groups are an
>> excellent way for us to plan for demand.  The number of patrons in a hold
>> group helps us determine how many initial copies of a title we need to
>> purchase.  It takes some of the guesswork out of purchasing.
>>
>> If you have additional questions, let me know.
>>
>> Cheers.
>> CM
>> --
>> Chauncey G. Montgomery
>> Director/Fiscal Officer
>> Community Library | Sunbury, Ohio
>> 740-965-3901 | www.yourcl.org
>>
>> On 8/22/22 10:00 AM, Misty via Evergreen-general wrote:
>> > I use this feature all the time. I like it because it makes everything
>> more fair to the patrons by being randomized :)
>> >
>> > /*Misty Morse [She/Her]
>> > Librarian Assistant/Cataloger/Notary Public
>> > Clinton Public Library
>> > */*765-832-8349
>> > 313 S. 4th St. Clinton, In.,478**42*
>> > *“Reading one book is like eating one potato chip"*― Diane Duane, So
>> You Want to Be a Wizard 
>> >
>> >
>> > On Mon, Aug 22, 2022 at 09:57 AM, Terran McCanna via Evergreen-general <
>> evergreen-general@list.evergreen-ils.org> wrote:
>> >
>> > Hold Groups are specialized User Buckets that allow you to save a
>> group of users that you want to be able to place holds for all at once. For
>> example, you could have a book club hold group that allows you to place
>> each month's selection on hold for all members at once instead of one
>> patron at a time. Or a list of patrons who want the next James Patterson
>> book placed on hold as soon as it is available.
>> >
>> >
>> >
>> >   Terran McCanna, PINES Program Manager
>> >
>>  
>> 

Re: [Evergreen-general] Are you using Hold Groups?

[Terran McCanna via Evergreen-general]

In my opinion, the thing that would make Hold Groups much more usable would
be the ability to see all Hold Groups for a branch or system at once. As it
stands, when you pull up a list of existing hold groups it only shows your
own:

https://bugs.launchpad.net/evergreen/+bug/1955999

There is also some missing functionality in the Angular Staff Catalog that
still needs to be added for feature parity:

https://bugs.launchpad.net/evergreen/+bug/1918183


Terran McCanna, PINES Program Manager
--

Georgia Public Library Service | University System of Georgia

2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

(404) 235-7138 | tmcca...@georgialibraries.org

http://help.georgialibraries.org | h...@georgialibraries.org






Join our email list  for stories of Georgia
libraries making an impact in our communities.



On Tue, Aug 23, 2022 at 10:03 AM Chauncey Montgomery via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Our library was involved in supporting the initial development of this
> feature, because we wanted a way to easily place holds for multiple patrons
> on popular authors.  Using the concept of item buckets and patron buckets
> that allowed for batch processing, we thought we could easily expand that
> functionality to include batch hold processing.
>
> There is a learning curve to the feature, as pointed out by Terran, but
> once you get the hang of it, it is pretty easy.  I hope that eventually,
> patrons will be able to manage hold groups themselves, but as it is now
> staff manage them.  We had to start simple.  Perhaps if enough consortia
> start using the feature, we can fund additional development.
>
> In the meantime, we created a simple online form where patrons can select
> authors that they want to subscribe to.  The form data gets sent to our
> technical services staff, who are responsible for adding and deleting
> patrons to the hold groups.  They are also responsible for placing the
> holds when a new title arrives.
>
> Our patrons love the feature because they no longer need to constantly
> watch for release dates for their favorite authors.  For example, they know
> that if James Patterson has a new title coming out, they will automatically
> be placed on hold for the title.
>
> In addition to making life easier for patrons, hold groups are an
> excellent way for us to plan for demand.  The number of patrons in a hold
> group helps us determine how many initial copies of a title we need to
> purchase.  It takes some of the guesswork out of purchasing.
>
> If you have additional questions, let me know.
>
> Cheers.
> CM
> --
> Chauncey G. Montgomery
> Director/Fiscal Officer
> Community Library | Sunbury, Ohio
> 740-965-3901 | www.yourcl.org
>
> On 8/22/22 10:00 AM, Misty via Evergreen-general wrote:
> > I use this feature all the time. I like it because it makes everything
> more fair to the patrons by being randomized :)
> >
> > /*Misty Morse [She/Her]
> > Librarian Assistant/Cataloger/Notary Public
> > Clinton Public Library
> > */*765-832-8349
> > 313 S. 4th St. Clinton, In.,478**42*
> > *“Reading one book is like eating one potato chip"*― Diane Duane, So You
> Want to Be a Wizard 
> >
> >
> > On Mon, Aug 22, 2022 at 09:57 AM, Terran McCanna via Evergreen-general <
> evergreen-general@list.evergreen-ils.org> wrote:
> >
> > Hold Groups are specialized User Buckets that allow you to save a
> group of users that you want to be able to place holds for all at once. For
> example, you could have a book club hold group that allows you to place
> each month's selection on hold for all members at once instead of one
> patron at a time. Or a list of patrons who want the next James Patterson
> book placed on hold as soon as it is available.
> >
> >
> >
> >   Terran McCanna, PINES Program Manager
> >
>  
> 

Re: [Evergreen-general] Are you using Hold Groups?

[Chauncey Montgomery via Evergreen-general]

Our library was involved in supporting the initial development of this feature, 
because we wanted a way to easily place holds for multiple patrons on popular 
authors.  Using the concept of item buckets and patron buckets that allowed for 
batch processing, we thought we could easily expand that functionality to 
include batch hold processing.

There is a learning curve to the feature, as pointed out by Terran, but once 
you get the hang of it, it is pretty easy.  I hope that eventually, patrons 
will be able to manage hold groups themselves, but as it is now staff manage 
them.  We had to start simple.  Perhaps if enough consortia start using the 
feature, we can fund additional development.

In the meantime, we created a simple online form where patrons can select 
authors that they want to subscribe to.  The form data gets sent to our 
technical services staff, who are responsible for adding and deleting patrons 
to the hold groups.  They are also responsible for placing the holds when a new 
title arrives.

Our patrons love the feature because they no longer need to constantly watch 
for release dates for their favorite authors.  For example, they know that if 
James Patterson has a new title coming out, they will automatically be placed 
on hold for the title.

In addition to making life easier for patrons, hold groups are an excellent way 
for us to plan for demand.  The number of patrons in a hold group helps us 
determine how many initial copies of a title we need to purchase.  It takes 
some of the guesswork out of purchasing.

If you have additional questions, let me know.

Cheers.
CM
--
Chauncey G. Montgomery
Director/Fiscal Officer
Community Library | Sunbury, Ohio
740-965-3901 | www.yourcl.org

On 8/22/22 10:00 AM, Misty via Evergreen-general wrote:

I use this feature all the time. I like it because it makes everything more 
fair to the patrons by being randomized :)

/*Misty Morse [She/Her]
Librarian Assistant/Cataloger/Notary Public
Clinton Public Library
*/*765-832-8349
313 S. 4th St. Clinton, In.,478**42*
*“Reading one book is like eating one potato chip"*― Diane Duane, So You Want to Be a 
Wizard 


On Mon, Aug 22, 2022 at 09:57 AM, Terran McCanna via Evergreen-general 
 wrote:

Hold Groups are specialized User Buckets that allow you to save a group of 
users that you want to be able to place holds for all at once. For example, you 
could have a book club hold group that allows you to place each month's 
selection on hold for all members at once instead of one patron at a time. Or a 
list of patrons who want the next James Patterson book placed on hold as soon 
as it is available.



Terran McCanna, PINES Program Manager

--
Georgia Public Library Service | University System of Georgia
2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341
(404) 235-7138| tmcca...@georgialibraries.org 


http://help.georgialibraries.org  | 
h...@georgialibraries.org 




Join our email list for stories of Georgia 
libraries making an impact in our communities.




On Mon, Aug 22, 2022 at 9:50 AM Brandi Sanders via Evergreen-general 
mailto:evergreen-general@list.evergreen-ils.org>> wrote:

Ok, someone explain, what are hold groups and what are they used for?

-Original Message-
From: "Diane Disbro via Evergreen-general" 
mailto:evergreen-general@list.evergreen-ils.org>>
Sent: Monday, August 22, 2022 9:13am
To: "Evergreen Discussion Group" mailto:evergreen-general@list.evergreen-ils.org>>
Cc: "Diane Disbro" mailto:ddis...@scenicregional.org>>
Subject: [Evergreen-general] Are you using Hold Groups?

Re: [Evergreen-general] Are you using Hold Groups?

[Misty via Evergreen-general]

I use this feature all the time. I like it because it makes everything more 
fair to the patrons by being randomized :) 
Misty Morse [She/Her]
Librarian Assistant/Cataloger/Notary Public
Clinton Public Library
765-832-8349
313 S. 4th St. Clinton, In.,47842

  “Reading one book is like eating one potato chip"   ― Diane Duane, So You 
Want to Be a Wizard (https://www.goodreads.com/work/quotes/3464)

On Mon, Aug 22, 2022 at 09:57 AM, Terran McCanna via Evergreen-general  wrote: 
Hold Groups are specialized User Buckets that allow you to save a group of 
users that you want to be able to place holds for all at once. For example, you 
could have a book club hold group that allows you to place each month's 
selection on hold for all members at once instead of one patron at a time. Or a 
list of patrons who want the next James Patterson book placed on hold as soon 
as it is available. 
Terran McCanna, PINES Program Manager


Georgia Public Library Service | University System of Georgia
2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341
(404) 235-7138 | tmcca...@georgialibraries.org 
(mailto:tmcca...@georgialibraries.org) 

http://help.georgialibraries.org (http://help.georgialibraries.org) | 
h...@georgialibraries.org (mailto:h...@georgialibraries.org)
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Join our email list (http://georgialibraries.org) for stories of Georgia 
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On Mon, Aug 22, 2022 at 9:50 AM Brandi Sanders via Evergreen-general  wrote:
Ok, someone explain, what are hold groups and what are they used for?
 -Original Message-
From: "Diane Disbro via Evergreen-general" 
Sent: Monday, August 22, 2022 9:13am
To: "Evergreen Discussion Group" 
Cc: "Diane Disbro" 
Subject: [Evergreen-general] Are you using Hold Groups?
 Good morning - 
My library will begin offering Hold Groups to patrons in October. Are those of 
you who already use Hold Groups happy with how it works? 
Thank you.
   Diane Disbro  
Pronouns: she/her 
Circulation Coordinator 
Scenic Regional Library 
251 Union Plaza Drive 
Union, MO 63084 
(636) 583-0652 ext  110 
ddis...@scenicregional.org (mailto:ddis...@scenicregional.org) 
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Re: [Evergreen-general] Are you using Hold Groups?

[Terran McCanna via Evergreen-general]

Hold Groups are specialized User Buckets that allow you to save a group of
users that you want to be able to place holds for all at once. For example,
you could have a book club hold group that allows you to place each month's
selection on hold for all members at once instead of one patron at a time.
Or a list of patrons who want the next James Patterson book placed on hold
as soon as it is available.


Terran McCanna, PINES Program Manager
--

Georgia Public Library Service | University System of Georgia

2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

(404) 235-7138 | tmcca...@georgialibraries.org

http://help.georgialibraries.org | h...@georgialibraries.org






Join our email list  for stories of Georgia
libraries making an impact in our communities.



On Mon, Aug 22, 2022 at 9:50 AM Brandi Sanders via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Ok, someone explain, what are hold groups and what are they used for?
>
>
>
> -Original Message-
> From: "Diane Disbro via Evergreen-general" <
> evergreen-general@list.evergreen-ils.org>
> Sent: Monday, August 22, 2022 9:13am
> To: "Evergreen Discussion Group"  >
> Cc: "Diane Disbro" 
> Subject: [Evergreen-general] Are you using Hold Groups?
>
> Good morning -
> My library will begin offering Hold Groups to patrons in October. Are
> those of you who already use Hold Groups happy with how it works?
> Thank you.
> Diane Disbro
> Pronouns: she/her
> Circulation Coordinator
> Scenic Regional Library
> 251 Union Plaza Drive
> Union, MO 63084
> (636) 583-0652 ext  110
> ddis...@scenicregional.org
>
>
>
>
>
> ___
> Evergreen-general mailing list
> Evergreen-general@list.evergreen-ils.org
> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>
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Re: [Evergreen-general] Are you using Hold Groups?

[Galen Charlton via Evergreen-general]

Hi,

On Mon, Aug 22, 2022 at 9:50 AM Brandi Sanders via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Ok, someone explain, what are hold groups and what are they used for?
>

Hold Groups are a feature that lets you put together a list of patrons for
which you can then place a set of title-level hold requests on the same
bibliographic record. They can be used for managing holds for book clubs or
new or in-demand items.

More information is available in the Evergreen manual here:
https://docs.evergreen-ils.org/eg/docs/latest/circulation/basic_holds.html#hold_groups

Regards,

Galen
-- 
Galen Charlton
Implementation and IT Manager
Equinox Open Library Initiative
g...@equinoxoli.org
https://www.equinoxOLI.org
phone: 877-OPEN-ILS (673-6457)
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Re: [Evergreen-general] Are you using Hold Groups?

[Frasur, Ruth via Evergreen-general]

Brandie,

You can watch a little bit about hold groups in the New Features webinar we did 
in December for Evergreen 3.7.  https://youtu.be/BRNIE1LYbFY?t=1710.  There’s 
also pretty extensive information here.  
https://docs.evergreen-ils.org/eg/docs/latest/circulation/basic_holds.html#hold_groups

Ruth Frasur (she/they)
Coordinator
Evergreen Indiana Library Consortium
Evergreen Community Development Initiative
Indiana State Library
140 N. Senate Ave.
Indianapolis, IN 46204
(317) 232-3691

From: Evergreen-general  On 
Behalf Of Brandi Sanders via Evergreen-general
Sent: Monday, August 22, 2022 9:51 AM
To: Evergreen Discussion Group 
Cc: bsand...@tcpclibrary.org
Subject: Re: [Evergreen-general] Are you using Hold Groups?

 This is an EXTERNAL email. Exercise caution. DO NOT open attachments or 
click links from unknown senders or unexpected email. 


Ok, someone explain, what are hold groups and what are they used for?



-Original Message-
From: "Diane Disbro via Evergreen-general" 
mailto:evergreen-general@list.evergreen-ils.org>>
Sent: Monday, August 22, 2022 9:13am
To: "Evergreen Discussion Group" 
mailto:evergreen-general@list.evergreen-ils.org>>
Cc: "Diane Disbro" 
mailto:ddis...@scenicregional.org>>
Subject: [Evergreen-general] Are you using Hold Groups?
Good morning -
My library will begin offering Hold Groups to patrons in October. Are those of 
you who already use Hold Groups happy with how it works?
Thank you.
Diane Disbro
Pronouns: she/her
Circulation Coordinator
Scenic Regional Library
251 Union Plaza Drive
Union, MO 63084
(636) 583-0652 ext  110
ddis...@scenicregional.org<mailto:ddis...@scenicregional.org>





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Re: [Evergreen-general] Are you using Hold Groups?

[Brandi Sanders via Evergreen-general]

Ok, someone explain, what are hold groups and what are they used for?
 
-Original Message-
From: "Diane Disbro via Evergreen-general" 

Sent: Monday, August 22, 2022 9:13am
To: "Evergreen Discussion Group" 
Cc: "Diane Disbro" 
Subject: [Evergreen-general] Are you using Hold Groups?



Good morning -
My library will begin offering Hold Groups to patrons in October. Are those of 
you who already use Hold Groups happy with how it works?
Thank you.
























Diane Disbro

Pronouns: she/her
Circulation Coordinator
Scenic Regional Library
251 Union Plaza Drive
Union, MO 63084
(636) 583-0652 ext  110
[ ddis...@scenicregional.org ]( mailto:ddis...@scenicregional.org )
 



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Re: [Evergreen-general] Are you using Hold Groups?

[Terran McCanna via Evergreen-general]

We have had them available since January, but not many of our libraries are
taking advantage of them.

We did a lot of internal testing before we rolled them out though, and I
thought they were really useful. There's a slight learning curve, but it's
not too bad.

Terran McCanna, PINES Program Manager
--

Georgia Public Library Service | University System of Georgia

2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

(404) 235-7138 | tmcca...@georgialibraries.org

http://help.georgialibraries.org | h...@georgialibraries.org






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On Mon, Aug 22, 2022 at 9:13 AM Diane Disbro via Evergreen-general <
evergreen-general@list.evergreen-ils.org> wrote:

> Good morning -
>
> My library will begin offering Hold Groups to patrons in October. Are
> those of you who already use Hold Groups happy with how it works?
>
> Thank you.
> Diane Disbro
> Pronouns: she/her
> Circulation Coordinator
> Scenic Regional Library
> 251 Union Plaza Drive
> Union, MO 63084
> (636) 583-0652 ext  110
> ddis...@scenicregional.org
>
> ___
> Evergreen-general mailing list
> Evergreen-general@list.evergreen-ils.org
> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>
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