Re: [OPEN-ILS-GENERAL] Holds / Circulation question

[Elaine Hardy]

A little history  -- when Evergreen was developed, we had a number of
library systems that loaned collections to their branch libraries for a set
time period. They retained ownership but allowed the items to circulate
from and reside at the branch library. After the time period was over, the
collection would either move to another branch library or return to the
owning library. Not really floating since the collection would stay for
months at a library and not change at check in. At the time, no PINES
library had a floating collection in the true sense but Evergreen needed to
accomodate a moving collection -- hence the circulating library can be set
differently from the owning library in item attributes.



J. Elaine Hardy, PINES and Collaborative Projects Manager
--

Georgia Public Library Service

2872 Woodcock Blvd., Suite 250 | Atlanta, GA 30341

(404) 235-7128 | eha...@georgialibraries.org

(404) 548-4241 | Cell

<https://www.facebook.com/georgialibraries>
<https://www.twitter.com/georgialibs>

Join our email list <http://georgialibraries.org/subscription> for stories
of Georgia libraries making an impact in our communities.


On Wed, Mar 4, 2020 at 9:28 AM Forrest, Stuart  wrote:

> So I am presuming then that the Owning library is the one that owns the
> bib record, for the sake of a better term and the circulating library is
> the one that owns the copy. The checkout library is the one that circulates
> the copy?
>
>
>
> Our owning library is set to BCL and the circulating libraries are set to
> the individual branches, BCL-BEA, BCL-BLU, etc…
>
>
>
> Stuart
>
>
>
>
> --
>
> Stuart Forrest, Library IT Manager/Analyst Beaufort County Library System
>
> 311 Scott Street, Beaufort, SC 29902
>
> 843 255 6450
>
> sforr...@bcgov.net
>
> beaufortcountylibrary.org
>
>
>
> *From:* Open-ils-general <
> open-ils-general-boun...@list.georgialibraries.org> *On Behalf Of *Goben,
> Anna
> *Sent:* Wednesday, March 4, 2020 9:15 AM
> *To:* Evergreen Discussion Group <
> open-ils-general@list.georgialibraries.org>
> *Subject:* Re: [OPEN-ILS-GENERAL] Holds / Circulation question
>
>
>
> [EXTERNAL EMAIL] Please report any suspicious attachments, links, or
> requests for sensitive information to the Beaufort County IT Division at
> helpd...@bcgov.net or to 843-255-7000.
>
> We use Checkout Library for reporting outputs as that’s captured with the
> circ data.  Circulating Library is an item attribute and does not change
> without cataloger intervention.
>
>
>
> -Anna
>
>
>
> Anna Goben
>
> Evergreen Indiana Coordinator
>
> Indiana State Library
>
> 140 N Senate Ave
>
> Indianapolis, IN 46204
>
> 317-234-6624
>
> Fax: 317-232-1925
>
>
>
> *From:* Open-ils-general [
> mailto:open-ils-general-boun...@list.georgialibraries.org
> ] *On Behalf Of *Forrest,
> Stuart
> *Sent:* Wednesday, March 04, 2020 9:04 AM
> *To:* Group, Evergreen 
> *Subject:* [OPEN-ILS-GENERAL] Holds / Circulation question
>
>
>
>  This is an EXTERNAL email. Exercise caution. DO NOT open attachments
> or click links from unknown senders or unexpected email. 
> --
>
> Hi
>
>
>
> This may sound a simple question to some, but my brain seems unwilling to
> compute!
>
>
>
> So if a book that has been placed on hold that has a Circulating Library
> of ‘LibraryA’ is then transitted to ‘LibraryB’ where the hold is being
> fulfilled. Does the circulating library temporarily change to ‘LibraryB’ so
> that library gets the circulation? I’m thinking of circ reports now. Or
> would it be better to use Checkout Library instead to capture all
> circulations at ‘LibraryB’
>
>
>
> Hopes this makes sense to someone as I am not quite understanding it.
>
>
>
> Thanks
>
> Much
>
> Stuart
>
>
>
>
> --
>
> Stuart Forrest, Library IT Manager/Analyst Beaufort County Library System
>
> 311 Scott Street, Beaufort, SC 29902
>
> 843 255 6450
>
> sforr...@bcgov.net
>
> beaufortcountylibrary.org
> <https://linkprotect.cudasvc.com/url?a=https%3a%2f%2fbeaufortcountylibrary.org=E,1,VioeHecvOuSwMguelV45SbySHGcWHWDewb0CO9K10-SAOgh6AAy4TFwi4jAvDVDSju3XYfdK0pJoJ87XhUU6KQPSPjQJhpCoCds0qjGHOJF0qA7DvkH6Rw,,=1>
>
>
>

Re: [OPEN-ILS-GENERAL] Holds / Circulation question

[Josh Stompro]

Hello Stuart,

The checkout circ_lib gets set to the org unit of the workstation that
performs the checkout.  So in your example, the checkout circ_lib =
LibraryB.

The copy circ_lib and owning_lib can tell you where the copy is from, so
you can also report where the copies came from in your reports.

We use floating, so our copy circ_libs change when a copy lands at another
branch that it floats to, but the copy owning_lib stays as the original
location the copy was assigned to.

Josh

On Wed, Mar 4, 2020 at 8:11 AM Forrest, Stuart  wrote:

> Hi
>
>
>
> This may sound a simple question to some, but my brain seems unwilling to
> compute!
>
>
>
> So if a book that has been placed on hold that has a Circulating Library
> of ‘LibraryA’ is then transitted to ‘LibraryB’ where the hold is being
> fulfilled. Does the circulating library temporarily change to ‘LibraryB’ so
> that library gets the circulation? I’m thinking of circ reports now. Or
> would it be better to use Checkout Library instead to capture all
> circulations at ‘LibraryB’
>
>
>
> Hopes this makes sense to someone as I am not quite understanding it.
>
>
>
> Thanks
>
> Much
>
> Stuart
>
>
>
>
> --
>
> Stuart Forrest, Library IT Manager/Analyst Beaufort County Library System
>
> 311 Scott Street, Beaufort, SC 29902
>
> 843 255 6450
>
> sforr...@bcgov.net
>
> beaufortcountylibrary.org
>
>
>


-- 
Josh Stompro - IT Director
Lake Agassiz Regional Library
Desk: 218-233-3757 Ext 139
Cell: 218-790-2110

Re: [OPEN-ILS-GENERAL] Holds / Circulation question

[Jason Boyer]

Just to over-specify a little bit, here’s some db field names and what they’re 
called in the client and why that can be confusing:

asset.call_number.owning_lib - Owning Library. The branch that purchased the 
item (usually). This one is set at cataloging time and doesn’t change unless 
done manually.

asset.copy.circ_lib - Circulating Library. The library where the item is 
normally kept. This is frequently the same as the call number owning library, 
but if you have Floating enabled it may change to the checkin library when it’s 
circulated.

action.circulation.circ_lib - Checkout / Renewal Library. Used to also be 
called Circulating Library! Reusing that name has caused some confusion with 
reporting in the past. This is the library that checked out the item to a user, 
regardless of the value of the item’s circ_lib field. This is the one you want 
to filter on for circ reports to determine what items passed over your desk(s) 
regardless of where they may have came from. 

So, to get back to Stuart’s original question, the Checkout / Renewal Library 
from the Circulation source is probably what you want if you want to count 
circs at your location(s) regardless of where the item came from. More 
filtering can be done on the item Circulating Library field for things like how 
many of your own items circ to your users vs items from elsewhere, and how many 
of your items circ elsewhere in a consortium, etc.

Jason

-- 
Jason Boyer
Senior System Administrator
Equinox Open Library Initiative
phone:  +1 (877) Open-ILS (673-6457)
email:  jbo...@equinoxinitiative.org
web:  https://EquinoxInitiative.org/

> On Mar 4, 2020, at 10:10 AM, Kate Coleman  wrote:
> 
> Ruth, I didn't even think of that! Thanks! Going back and looking at those 
> libraries that do that, they do in fact have it defaulted to whatever they 
> put in the Owning Library field. 
> 
> 
> Kate Coleman
> Jefferson County Library - Central Services
> Technical Services Specialist
> 5678 State Rd. PP
> High Ridge, MO 63049
> 636-677-8689
> Fax: 636--677-1769
> kcole...@jeffcolib.org <mailto:kcole...@jeffcolib.org>
> 
> 
> 
> 
> On Wed, Mar 4, 2020 at 9:07 AM Frasur, Ruth  <mailto:rfra...@library.in.gov>> wrote:
> Attributes that aren’t set in templates or edited use defaults set up in 
> library settings and other places.
> 
>  
> 
> Ruth Frasur
> 
> Evergreen Development and Support Administrator
> 
> Indiana State Library
> 
> 140 N. Senate Ave.
> 
> Indianapolis, IN 46204
> 
> (317) 460-7556
> 
>  
> 
> From: Open-ils-general 
> [mailto:open-ils-general-boun...@list.georgialibraries.org 
> <mailto:open-ils-general-boun...@list.georgialibraries.org>] On Behalf Of 
> Kate Coleman
> Sent: Wednesday, March 4, 2020 10:04 AM
> To: Evergreen Discussion Group  <mailto:open-ils-general@list.georgialibraries.org>>
> Subject: Re: [OPEN-ILS-GENERAL] Holds / Circulation question
> 
>  
> 
>  This is an EXTERNAL email. Exercise caution. DO NOT open attachments or 
> click links from unknown senders or unexpected email. 
> 
> Rogan and all,
> 
>  
> 
> The screenshot below is what I mean. We have libraries in our consortium that 
> do this at this time and I'm wondering if it will cause issues. It certainly 
> seems like it would cause statistical issues, but maybe some others as well?
> 
>  
> 
> 
> 
>  
> 
> 
> 
> Kate Coleman
> Jefferson County Library - Central Services
> Technical Services Specialist
> 5678 State Rd. PP
> High Ridge, MO 63049
> 636-677-8689
> Fax: 636--677-1769
> kcole...@jeffcolib.org <mailto:kcole...@jeffcolib.org>
> 
> 
>  
> 
>  
> 
> On Wed, Mar 4, 2020 at 8:55 AM Rogan Hamby  <mailto:rha...@equinoxinitiative.org>> wrote:
> 
> Hi Kate,
> 
>  
> 
> If I'm undestanding your question correctly it's not possible.  The 
> circulating library is an item attribute and requires an org unit id or it 
> can't save the entry in the database.  The owning library as others have 
> noted is a volume / call number attribute and has the same restriciton to not 
> allow null values.  
> 
>  
>  
> 
> On Wed, Mar 4, 2020 at 9:46 AM Kate Coleman  <mailto:kcole...@jeffcolib.org>> wrote:
> 
> Speaking of brains unwilling to compute...
> 
>  
> 
> If a multi-branch system (which additionally belongs to a large consortium) 
> chooses to only use the owning library section for their items and leave the 
> circulating library blank, are their negative repercussions for that?
> 
> 
> 
> Kate Coleman
> Jefferson County Library - Central Services
> Technical Services Specialist
> 5678 State Rd. PP
> High Ridge, MO 63049
> 636-677-8689
> Fax: 636--677-1769

Re: [OPEN-ILS-GENERAL] Holds / Circulation question

[Frasur, Ruth]

Stuart,

For reporting, it might not always be as cut and dry as all that.  Depending on 
what source you’re using, the label might be different.  And it might be used 
in different places and mean different things there.  It would be good to set 
up a test where you already know the answer to make sure you’ve picked the 
right filters for your report.

Ruth Frasur
Evergreen Development and Support Administrator
Indiana State Library
140 N. Senate Ave.
Indianapolis, IN 46204
(317) 460-7556

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Forrest, Stuart
Sent: Wednesday, March 4, 2020 10:15 AM
To: Evergreen Discussion Group 
Subject: Re: [OPEN-ILS-GENERAL] Holds / Circulation question

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

Thanks, Rogan,

Starting to get clearer.

The main reason for the questions was reporting. If a hold is transitted to 
another library and a circ report is run. If I filter by Circulation Library of 
the receiving branch, who gets the circ count or would I be better off using 
Checkout Library in the report?

Sorry, my brain is fuddled today.

Thanks
Stuart

--
Stuart Forrest, Library IT Manager/Analyst Beaufort County Library System
311 Scott Street, Beaufort, SC 29902
843 255 6450
sforr...@bcgov.net<mailto:sforr...@bcgov.net>
beaufortcountylibrary.org

From: Open-ils-general 
mailto:open-ils-general-boun...@list.georgialibraries.org>>
 On Behalf Of Rogan Hamby
Sent: Wednesday, March 4, 2020 10:03 AM
To: Evergreen Discussion Group 
mailto:open-ils-general@list.georgialibraries.org>>
Subject: Re: [OPEN-ILS-GENERAL] Holds / Circulation question

[EXTERNAL EMAIL] Please report any suspicious attachments, links, or requests 
for sensitive information to the Beaufort County IT Division at 
helpd...@bcgov.net<mailto:helpd...@bcgov.net> or to 843-255-7000.
Hi Stuart,

To echo Anna, the owning library is an attibute of the volume / call number 
while the circulating library of the item is going to be the branch the item 
actually lives at.  If you use floating collections this can change without 
staff intervention but otherwise someone would have to change the circulating 
library.  This distinction between circulating and owning library is often 
confusing as the owning library trait doesn't have a lot of obvious impact for 
end users so it seems redundant and confusing.  It's not actually redundant but 
that's a whole other story, it certainly is confusing to many as you're finding 
it.

The neither has nothing to do with the bib other than the volume connects to it 
but it in part has an owning library so that owning attributes don't have to be 
associated with the bib in a consortium where bibs are shared.






On Wed, Mar 4, 2020 at 9:29 AM Goben, Anna 
mailto:ago...@library.in.gov>> wrote:
The Owning Library owns the call number.

-Anna

Anna Goben
Evergreen Indiana Coordinator
Indiana State Library
140 N Senate Ave
Indianapolis, IN 46204
317-234-6624
Fax: 317-232-1925

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org<mailto:open-ils-general-boun...@list.georgialibraries.org>]
 On Behalf Of Forrest, Stuart
Sent: Wednesday, March 04, 2020 9:25 AM
To: Evergreen Discussion Group 
mailto:open-ils-general@list.georgialibraries.org>>
Subject: Re: [OPEN-ILS-GENERAL] Holds / Circulation question

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

So I am presuming then that the Owning library is the one that owns the bib 
record, for the sake of a better term and the circulating library is the one 
that owns the copy. The checkout library is the one that circulates the copy?

Our owning library is set to BCL and the circulating libraries are set to the 
individual branches, BCL-BEA, BCL-BLU, etc…

Stuart

--
Stuart Forrest, Library IT Manager/Analyst Beaufort County Library System
311 Scott Street, Beaufort, SC 29902
843 255 6450
sforr...@bcgov.net<mailto:sforr...@bcgov.net>
beaufortcountylibrary.org<https://linkprotect.cudasvc.com/url?a=http%3a%2f%2fbeaufortcountylibrary.org=E,1,1RP0rgVkwbDdsmP77lrf0_QMlfuWe8uBYR6QAqFI8FtaGfZTl6dhG-5z-08sJYUz0M1MngYiaLOFrc_tgCjw73fpKJgK7aVOeEDerpgoNUlxvcVEP0U,=1>

From: Open-ils-general 
mailto:open-ils-general-boun...@list.georgialibraries.org>>
 On Behalf Of Goben, Anna
Sent: Wednesday, March 4, 2020 9:15 AM
To: Evergreen Discussion Group 
mailto:open-ils-general@list.georgialibraries.org>>
Subject: Re: [OPEN-ILS-GENERAL] Holds / Circulation question

[EXTERNAL EMAIL] Please report any sus

Re: [OPEN-ILS-GENERAL] Holds / Circulation question

[Forrest, Stuart]

Thanks, Rogan,

Starting to get clearer.

The main reason for the questions was reporting. If a hold is transitted to 
another library and a circ report is run. If I filter by Circulation Library of 
the receiving branch, who gets the circ count or would I be better off using 
Checkout Library in the report?

Sorry, my brain is fuddled today.

Thanks
Stuart

--
Stuart Forrest, Library IT Manager/Analyst Beaufort County Library System
311 Scott Street, Beaufort, SC 29902
843 255 6450
sforr...@bcgov.net
beaufortcountylibrary.org

From: Open-ils-general  On 
Behalf Of Rogan Hamby
Sent: Wednesday, March 4, 2020 10:03 AM
To: Evergreen Discussion Group 
Subject: Re: [OPEN-ILS-GENERAL] Holds / Circulation question

[EXTERNAL EMAIL] Please report any suspicious attachments, links, or requests 
for sensitive information to the Beaufort County IT Division at 
helpd...@bcgov.net<mailto:helpd...@bcgov.net> or to 843-255-7000.
Hi Stuart,

To echo Anna, the owning library is an attibute of the volume / call number 
while the circulating library of the item is going to be the branch the item 
actually lives at.  If you use floating collections this can change without 
staff intervention but otherwise someone would have to change the circulating 
library.  This distinction between circulating and owning library is often 
confusing as the owning library trait doesn't have a lot of obvious impact for 
end users so it seems redundant and confusing.  It's not actually redundant but 
that's a whole other story, it certainly is confusing to many as you're finding 
it.

The neither has nothing to do with the bib other than the volume connects to it 
but it in part has an owning library so that owning attributes don't have to be 
associated with the bib in a consortium where bibs are shared.






On Wed, Mar 4, 2020 at 9:29 AM Goben, Anna 
mailto:ago...@library.in.gov>> wrote:
The Owning Library owns the call number.

-Anna

Anna Goben
Evergreen Indiana Coordinator
Indiana State Library
140 N Senate Ave
Indianapolis, IN 46204
317-234-6624
Fax: 317-232-1925

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org<mailto:open-ils-general-boun...@list.georgialibraries.org>]
 On Behalf Of Forrest, Stuart
Sent: Wednesday, March 04, 2020 9:25 AM
To: Evergreen Discussion Group 
mailto:open-ils-general@list.georgialibraries.org>>
Subject: Re: [OPEN-ILS-GENERAL] Holds / Circulation question

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

So I am presuming then that the Owning library is the one that owns the bib 
record, for the sake of a better term and the circulating library is the one 
that owns the copy. The checkout library is the one that circulates the copy?

Our owning library is set to BCL and the circulating libraries are set to the 
individual branches, BCL-BEA, BCL-BLU, etc…

Stuart

--
Stuart Forrest, Library IT Manager/Analyst Beaufort County Library System
311 Scott Street, Beaufort, SC 29902
843 255 6450
sforr...@bcgov.net<mailto:sforr...@bcgov.net>
beaufortcountylibrary.org<https://linkprotect.cudasvc.com/url?a=http%3a%2f%2fbeaufortcountylibrary.org=E,1,1RP0rgVkwbDdsmP77lrf0_QMlfuWe8uBYR6QAqFI8FtaGfZTl6dhG-5z-08sJYUz0M1MngYiaLOFrc_tgCjw73fpKJgK7aVOeEDerpgoNUlxvcVEP0U,=1>

From: Open-ils-general 
mailto:open-ils-general-boun...@list.georgialibraries.org>>
 On Behalf Of Goben, Anna
Sent: Wednesday, March 4, 2020 9:15 AM
To: Evergreen Discussion Group 
mailto:open-ils-general@list.georgialibraries.org>>
Subject: Re: [OPEN-ILS-GENERAL] Holds / Circulation question

[EXTERNAL EMAIL] Please report any suspicious attachments, links, or requests 
for sensitive information to the Beaufort County IT Division at 
helpd...@bcgov.net<mailto:helpd...@bcgov.net> or to 843-255-7000.
We use Checkout Library for reporting outputs as that’s captured with the circ 
data.  Circulating Library is an item attribute and does not change without 
cataloger intervention.

-Anna

Anna Goben
Evergreen Indiana Coordinator
Indiana State Library
140 N Senate Ave
Indianapolis, IN 46204
317-234-6624
Fax: 317-232-1925

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Forrest, Stuart
Sent: Wednesday, March 04, 2020 9:04 AM
To: Group, Evergreen 
mailto:open-ils-general@list.georgialibraries.org>>
Subject: [OPEN-ILS-GENERAL] Holds / Circulation question

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

Hi

This may sound a simple question to some, but my brain seems unwilling to 
compute!

So if a book

Re: [OPEN-ILS-GENERAL] Holds / Circulation question

[Kate Coleman]

Ruth, I didn't even think of that! Thanks! Going back and looking at those
libraries that do that, they do in fact have it defaulted to whatever they
put in the Owning Library field.


Kate Coleman
Jefferson County Library - Central Services
Technical Services Specialist
5678 State Rd. PP
High Ridge, MO 63049
636-677-8689
Fax: 636--677-1769
kcole...@jeffcolib.org




On Wed, Mar 4, 2020 at 9:07 AM Frasur, Ruth  wrote:

> Attributes that aren’t set in templates or edited use defaults set up in
> library settings and other places.
>
>
>
> Ruth Frasur
>
> *Evergreen Development and Support Administrator*
>
> Indiana State Library
>
> 140 N. Senate Ave.
>
> Indianapolis, IN 46204
>
> (317) 460-7556
>
>
>
> *From:* Open-ils-general [mailto:
> open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Kate
> Coleman
> *Sent:* Wednesday, March 4, 2020 10:04 AM
> *To:* Evergreen Discussion Group <
> open-ils-general@list.georgialibraries.org>
> *Subject:* Re: [OPEN-ILS-GENERAL] Holds / Circulation question
>
>
>
>  This is an EXTERNAL email. Exercise caution. DO NOT open attachments
> or click links from unknown senders or unexpected email. 
> --
>
> Rogan and all,
>
>
>
> The screenshot below is what I mean. We have libraries in our consortium
> that do this at this time and I'm wondering if it will cause issues. It
> certainly seems like it would cause statistical issues, but maybe some
> others as well?
>
>
>
> [image: OWNING VS CIRC LIB.png]
>
>
>
>
>
> Kate Coleman
> Jefferson County Library - Central Services
> Technical Services Specialist
> 5678 State Rd. PP
> High Ridge, MO 63049
> 636-677-8689
> Fax: 636--677-1769
> kcole...@jeffcolib.org
>
>
>
>
>
> On Wed, Mar 4, 2020 at 8:55 AM Rogan Hamby 
> wrote:
>
> Hi Kate,
>
>
>
> If I'm undestanding your question correctly it's not possible.  The
> circulating library is an item attribute and requires an org unit id or it
> can't save the entry in the database.  The owning library as others have
> noted is a volume / call number attribute and has the same restriciton to
> not allow null values.
>
>
>
>
>
> On Wed, Mar 4, 2020 at 9:46 AM Kate Coleman 
> wrote:
>
> Speaking of brains unwilling to compute...
>
>
>
> If a multi-branch system (which additionally belongs to a large
> consortium) chooses to only use the owning library section for their items
> and leave the circulating library blank, are their negative repercussions
> for that?
>
>
>
> Kate Coleman
> Jefferson County Library - Central Services
> Technical Services Specialist
> 5678 State Rd. PP
> High Ridge, MO 63049
> 636-677-8689
> Fax: 636--677-1769
> kcole...@jeffcolib.org
>
>
>
>
>
> On Wed, Mar 4, 2020 at 8:18 AM Frasur, Ruth 
> wrote:
>
> Stuart,
>
>
>
> The “circulation library” is the library that owns the material.  This
> doesn’t change (unless someone cedes ownership).  The “checkout/renew
> library” is the library that is circulating that item at any given moment.
> The labeling for libraries is confusing.
>
>
>
> Ruth Frasur
>
> *Evergreen Development and Support Administrator*
>
> Indiana State Library
>
> 140 N. Senate Ave.
>
> Indianapolis, IN 46204
>
> (317) 460-7556
>
>
>
> *From:* Open-ils-general [mailto:
> open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Forrest,
> Stuart
> *Sent:* Wednesday, March 4, 2020 9:04 AM
> *To:* Group, Evergreen 
> *Subject:* [OPEN-ILS-GENERAL] Holds / Circulation question
>
>
>
>  This is an EXTERNAL email. Exercise caution. DO NOT open attachments
> or click links from unknown senders or unexpected email. 
> --
>
> Hi
>
>
>
> This may sound a simple question to some, but my brain seems unwilling to
> compute!
>
>
>
> So if a book that has been placed on hold that has a Circulating Library
> of ‘LibraryA’ is then transitted to ‘LibraryB’ where the hold is being
> fulfilled. Does the circulating library temporarily change to ‘LibraryB’ so
> that library gets the circulation? I’m thinking of circ reports now. Or
> would it be better to use Checkout Library instead to capture all
> circulations at ‘LibraryB’
>
>
>
> Hopes this makes sense to someone as I am not quite understanding it.
>
>
>
> Thanks
>
> Much
>
> Stuart
>
>
>
>
> --
>
> Stuart Forrest, Library IT Manager/Analyst Beaufort County Library System
>
> 311 Scott Street, Beaufort, SC 29902
>
> 843 255 6450
>
> sforr...@bcgov.net
>
> beaufortcountylibrary.org
>
>
>
>

Re: [OPEN-ILS-GENERAL] Holds / Circulation question

[Frasur, Ruth]

Attributes that aren’t set in templates or edited use defaults set up in 
library settings and other places.

Ruth Frasur
Evergreen Development and Support Administrator
Indiana State Library
140 N. Senate Ave.
Indianapolis, IN 46204
(317) 460-7556

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Kate 
Coleman
Sent: Wednesday, March 4, 2020 10:04 AM
To: Evergreen Discussion Group 
Subject: Re: [OPEN-ILS-GENERAL] Holds / Circulation question

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

Rogan and all,

The screenshot below is what I mean. We have libraries in our consortium that 
do this at this time and I'm wondering if it will cause issues. It certainly 
seems like it would cause statistical issues, but maybe some others as well?

[OWNING VS CIRC LIB.png]



Kate Coleman
Jefferson County Library - Central Services
Technical Services Specialist
5678 State Rd. PP
High Ridge, MO 63049
636-677-8689
Fax: 636--677-1769
kcole...@jeffcolib.org<mailto:kcole...@jeffcolib.org>

[https://docs.google.com/uc?export=download=0B9TS4tJXQ3d3UkpzRGVsWm5rZTQ=0B9TS4tJXQ3d3V2RnZFBpZUZyTHQyblpZdGM3bjlrdTVSdVhRPQ]


On Wed, Mar 4, 2020 at 8:55 AM Rogan Hamby 
mailto:rha...@equinoxinitiative.org>> wrote:
Hi Kate,

If I'm undestanding your question correctly it's not possible.  The circulating 
library is an item attribute and requires an org unit id or it can't save the 
entry in the database.  The owning library as others have noted is a volume / 
call number attribute and has the same restriciton to not allow null values.



On Wed, Mar 4, 2020 at 9:46 AM Kate Coleman 
mailto:kcole...@jeffcolib.org>> wrote:
Speaking of brains unwilling to compute...

If a multi-branch system (which additionally belongs to a large consortium) 
chooses to only use the owning library section for their items and leave the 
circulating library blank, are their negative repercussions for that?


Kate Coleman
Jefferson County Library - Central Services
Technical Services Specialist
5678 State Rd. PP
High Ridge, MO 63049
636-677-8689
Fax: 636--677-1769
kcole...@jeffcolib.org<mailto:kcole...@jeffcolib.org>

[https://docs.google.com/uc?export=download=0B9TS4tJXQ3d3UkpzRGVsWm5rZTQ=0B9TS4tJXQ3d3V2RnZFBpZUZyTHQyblpZdGM3bjlrdTVSdVhRPQ]


On Wed, Mar 4, 2020 at 8:18 AM Frasur, Ruth 
mailto:rfra...@library.in.gov>> wrote:
Stuart,

The “circulation library” is the library that owns the material.  This doesn’t 
change (unless someone cedes ownership).  The “checkout/renew library” is the 
library that is circulating that item at any given moment.  The labeling for 
libraries is confusing.

Ruth Frasur
Evergreen Development and Support Administrator
Indiana State Library
140 N. Senate Ave.
Indianapolis, IN 46204
(317) 460-7556

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org<mailto:open-ils-general-boun...@list.georgialibraries.org>]
 On Behalf Of Forrest, Stuart
Sent: Wednesday, March 4, 2020 9:04 AM
To: Group, Evergreen 
mailto:open-ils-general@list.georgialibraries.org>>
Subject: [OPEN-ILS-GENERAL] Holds / Circulation question

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

Hi

This may sound a simple question to some, but my brain seems unwilling to 
compute!

So if a book that has been placed on hold that has a Circulating Library of 
‘LibraryA’ is then transitted to ‘LibraryB’ where the hold is being fulfilled. 
Does the circulating library temporarily change to ‘LibraryB’ so that library 
gets the circulation? I’m thinking of circ reports now. Or would it be better 
to use Checkout Library instead to capture all circulations at ‘LibraryB’

Hopes this makes sense to someone as I am not quite understanding it.

Thanks
Much
Stuart

--
Stuart Forrest, Library IT Manager/Analyst Beaufort County Library System
311 Scott Street, Beaufort, SC 29902
843 255 6450
sforr...@bcgov.net<mailto:sforr...@bcgov.net>
beaufortcountylibrary.org<http://beaufortcountylibrary.org>

Re: [OPEN-ILS-GENERAL] Holds / Circulation question

[Rogan Hamby]

Hi Kate,

If I'm undestanding your question correctly it's not possible.  The
circulating library is an item attribute and requires an org unit id or it
can't save the entry in the database.  The owning library as others have
noted is a volume / call number attribute and has the same restriciton to
not allow null values.



On Wed, Mar 4, 2020 at 9:46 AM Kate Coleman  wrote:

> Speaking of brains unwilling to compute...
>
> If a multi-branch system (which additionally belongs to a large
> consortium) chooses to only use the owning library section for their items
> and leave the circulating library blank, are their negative repercussions
> for that?
>
>
> Kate Coleman
> Jefferson County Library - Central Services
> Technical Services Specialist
> 5678 State Rd. PP
> High Ridge, MO 63049
> 636-677-8689
> Fax: 636--677-1769
> kcole...@jeffcolib.org
>
>
>
>
> On Wed, Mar 4, 2020 at 8:18 AM Frasur, Ruth 
> wrote:
>
>> Stuart,
>>
>>
>>
>> The “circulation library” is the library that owns the material.  This
>> doesn’t change (unless someone cedes ownership).  The “checkout/renew
>> library” is the library that is circulating that item at any given moment.
>> The labeling for libraries is confusing.
>>
>>
>>
>> Ruth Frasur
>>
>> *Evergreen Development and Support Administrator*
>>
>> Indiana State Library
>>
>> 140 N. Senate Ave.
>>
>> Indianapolis, IN 46204
>>
>> (317) 460-7556
>>
>>
>>
>> *From:* Open-ils-general [mailto:
>> open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Forrest,
>> Stuart
>> *Sent:* Wednesday, March 4, 2020 9:04 AM
>> *To:* Group, Evergreen 
>> *Subject:* [OPEN-ILS-GENERAL] Holds / Circulation question
>>
>>
>>
>>  This is an EXTERNAL email. Exercise caution. DO NOT open attachments
>> or click links from unknown senders or unexpected email. 
>> --
>>
>> Hi
>>
>>
>>
>> This may sound a simple question to some, but my brain seems unwilling to
>> compute!
>>
>>
>>
>> So if a book that has been placed on hold that has a Circulating Library
>> of ‘LibraryA’ is then transitted to ‘LibraryB’ where the hold is being
>> fulfilled. Does the circulating library temporarily change to ‘LibraryB’ so
>> that library gets the circulation? I’m thinking of circ reports now. Or
>> would it be better to use Checkout Library instead to capture all
>> circulations at ‘LibraryB’
>>
>>
>>
>> Hopes this makes sense to someone as I am not quite understanding it.
>>
>>
>>
>> Thanks
>>
>> Much
>>
>> Stuart
>>
>>
>>
>>
>> --
>>
>> Stuart Forrest, Library IT Manager/Analyst Beaufort County Library System
>>
>> 311 Scott Street, Beaufort, SC 29902
>>
>> 843 255 6450
>>
>> sforr...@bcgov.net
>>
>> beaufortcountylibrary.org
>>
>>
>>
>

Re: [OPEN-ILS-GENERAL] Holds / Circulation question

[Kate Coleman]

Speaking of brains unwilling to compute...

If a multi-branch system (which additionally belongs to a large consortium)
chooses to only use the owning library section for their items and leave
the circulating library blank, are their negative repercussions for that?


Kate Coleman
Jefferson County Library - Central Services
Technical Services Specialist
5678 State Rd. PP
High Ridge, MO 63049
636-677-8689
Fax: 636--677-1769
kcole...@jeffcolib.org




On Wed, Mar 4, 2020 at 8:18 AM Frasur, Ruth  wrote:

> Stuart,
>
>
>
> The “circulation library” is the library that owns the material.  This
> doesn’t change (unless someone cedes ownership).  The “checkout/renew
> library” is the library that is circulating that item at any given moment.
> The labeling for libraries is confusing.
>
>
>
> Ruth Frasur
>
> *Evergreen Development and Support Administrator*
>
> Indiana State Library
>
> 140 N. Senate Ave.
>
> Indianapolis, IN 46204
>
> (317) 460-7556
>
>
>
> *From:* Open-ils-general [mailto:
> open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Forrest,
> Stuart
> *Sent:* Wednesday, March 4, 2020 9:04 AM
> *To:* Group, Evergreen 
> *Subject:* [OPEN-ILS-GENERAL] Holds / Circulation question
>
>
>
>  This is an EXTERNAL email. Exercise caution. DO NOT open attachments
> or click links from unknown senders or unexpected email. 
> --
>
> Hi
>
>
>
> This may sound a simple question to some, but my brain seems unwilling to
> compute!
>
>
>
> So if a book that has been placed on hold that has a Circulating Library
> of ‘LibraryA’ is then transitted to ‘LibraryB’ where the hold is being
> fulfilled. Does the circulating library temporarily change to ‘LibraryB’ so
> that library gets the circulation? I’m thinking of circ reports now. Or
> would it be better to use Checkout Library instead to capture all
> circulations at ‘LibraryB’
>
>
>
> Hopes this makes sense to someone as I am not quite understanding it.
>
>
>
> Thanks
>
> Much
>
> Stuart
>
>
>
>
> --
>
> Stuart Forrest, Library IT Manager/Analyst Beaufort County Library System
>
> 311 Scott Street, Beaufort, SC 29902
>
> 843 255 6450
>
> sforr...@bcgov.net
>
> beaufortcountylibrary.org
>
>
>

Re: [OPEN-ILS-GENERAL] Holds / Circulation question

[Goben, Anna]

The Owning Library owns the call number.

-Anna

Anna Goben
Evergreen Indiana Coordinator
Indiana State Library
140 N Senate Ave
Indianapolis, IN 46204
317-234-6624
Fax: 317-232-1925

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Forrest, Stuart
Sent: Wednesday, March 04, 2020 9:25 AM
To: Evergreen Discussion Group 
Subject: Re: [OPEN-ILS-GENERAL] Holds / Circulation question

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

So I am presuming then that the Owning library is the one that owns the bib 
record, for the sake of a better term and the circulating library is the one 
that owns the copy. The checkout library is the one that circulates the copy?

Our owning library is set to BCL and the circulating libraries are set to the 
individual branches, BCL-BEA, BCL-BLU, etc...

Stuart

--
Stuart Forrest, Library IT Manager/Analyst Beaufort County Library System
311 Scott Street, Beaufort, SC 29902
843 255 6450
sforr...@bcgov.net<mailto:sforr...@bcgov.net>
beaufortcountylibrary.org

From: Open-ils-general 
mailto:open-ils-general-boun...@list.georgialibraries.org>>
 On Behalf Of Goben, Anna
Sent: Wednesday, March 4, 2020 9:15 AM
To: Evergreen Discussion Group 
mailto:open-ils-general@list.georgialibraries.org>>
Subject: Re: [OPEN-ILS-GENERAL] Holds / Circulation question

[EXTERNAL EMAIL] Please report any suspicious attachments, links, or requests 
for sensitive information to the Beaufort County IT Division at 
helpd...@bcgov.net<mailto:helpd...@bcgov.net> or to 843-255-7000.
We use Checkout Library for reporting outputs as that's captured with the circ 
data.  Circulating Library is an item attribute and does not change without 
cataloger intervention.

-Anna

Anna Goben
Evergreen Indiana Coordinator
Indiana State Library
140 N Senate Ave
Indianapolis, IN 46204
317-234-6624
Fax: 317-232-1925

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Forrest, Stuart
Sent: Wednesday, March 04, 2020 9:04 AM
To: Group, Evergreen 
mailto:open-ils-general@list.georgialibraries.org>>
Subject: [OPEN-ILS-GENERAL] Holds / Circulation question

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

Hi

This may sound a simple question to some, but my brain seems unwilling to 
compute!

So if a book that has been placed on hold that has a Circulating Library of 
'LibraryA' is then transitted to 'LibraryB' where the hold is being fulfilled. 
Does the circulating library temporarily change to 'LibraryB' so that library 
gets the circulation? I'm thinking of circ reports now. Or would it be better 
to use Checkout Library instead to capture all circulations at 'LibraryB'

Hopes this makes sense to someone as I am not quite understanding it.

Thanks
Much
Stuart

--
Stuart Forrest, Library IT Manager/Analyst Beaufort County Library System
311 Scott Street, Beaufort, SC 29902
843 255 6450
sforr...@bcgov.net<mailto:sforr...@bcgov.net>
beaufortcountylibrary.org<https://linkprotect.cudasvc.com/url?a=https%3a%2f%2fbeaufortcountylibrary.org=E,1,VioeHecvOuSwMguelV45SbySHGcWHWDewb0CO9K10-SAOgh6AAy4TFwi4jAvDVDSju3XYfdK0pJoJ87XhUU6KQPSPjQJhpCoCds0qjGHOJF0qA7DvkH6Rw,,=1>

Re: [OPEN-ILS-GENERAL] Holds / Circulation question

[Forrest, Stuart]

So I am presuming then that the Owning library is the one that owns the bib 
record, for the sake of a better term and the circulating library is the one 
that owns the copy. The checkout library is the one that circulates the copy?

Our owning library is set to BCL and the circulating libraries are set to the 
individual branches, BCL-BEA, BCL-BLU, etc...

Stuart

--
Stuart Forrest, Library IT Manager/Analyst Beaufort County Library System
311 Scott Street, Beaufort, SC 29902
843 255 6450
sforr...@bcgov.net
beaufortcountylibrary.org

From: Open-ils-general  On 
Behalf Of Goben, Anna
Sent: Wednesday, March 4, 2020 9:15 AM
To: Evergreen Discussion Group 
Subject: Re: [OPEN-ILS-GENERAL] Holds / Circulation question

[EXTERNAL EMAIL] Please report any suspicious attachments, links, or requests 
for sensitive information to the Beaufort County IT Division at 
helpd...@bcgov.net<mailto:helpd...@bcgov.net> or to 843-255-7000.
We use Checkout Library for reporting outputs as that's captured with the circ 
data.  Circulating Library is an item attribute and does not change without 
cataloger intervention.

-Anna

Anna Goben
Evergreen Indiana Coordinator
Indiana State Library
140 N Senate Ave
Indianapolis, IN 46204
317-234-6624
Fax: 317-232-1925

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Forrest, Stuart
Sent: Wednesday, March 04, 2020 9:04 AM
To: Group, Evergreen 
mailto:open-ils-general@list.georgialibraries.org>>
Subject: [OPEN-ILS-GENERAL] Holds / Circulation question

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

Hi

This may sound a simple question to some, but my brain seems unwilling to 
compute!

So if a book that has been placed on hold that has a Circulating Library of 
'LibraryA' is then transitted to 'LibraryB' where the hold is being fulfilled. 
Does the circulating library temporarily change to 'LibraryB' so that library 
gets the circulation? I'm thinking of circ reports now. Or would it be better 
to use Checkout Library instead to capture all circulations at 'LibraryB'

Hopes this makes sense to someone as I am not quite understanding it.

Thanks
Much
Stuart

--
Stuart Forrest, Library IT Manager/Analyst Beaufort County Library System
311 Scott Street, Beaufort, SC 29902
843 255 6450
sforr...@bcgov.net<mailto:sforr...@bcgov.net>
beaufortcountylibrary.org<https://linkprotect.cudasvc.com/url?a=https%3a%2f%2fbeaufortcountylibrary.org=E,1,VioeHecvOuSwMguelV45SbySHGcWHWDewb0CO9K10-SAOgh6AAy4TFwi4jAvDVDSju3XYfdK0pJoJ87XhUU6KQPSPjQJhpCoCds0qjGHOJF0qA7DvkH6Rw,,=1>

Re: [OPEN-ILS-GENERAL] Holds / Circulation question

[Goben, Anna]

We use Checkout Library for reporting outputs as that's captured with the circ 
data.  Circulating Library is an item attribute and does not change without 
cataloger intervention.

-Anna

Anna Goben
Evergreen Indiana Coordinator
Indiana State Library
140 N Senate Ave
Indianapolis, IN 46204
317-234-6624
Fax: 317-232-1925

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Forrest, Stuart
Sent: Wednesday, March 04, 2020 9:04 AM
To: Group, Evergreen 
Subject: [OPEN-ILS-GENERAL] Holds / Circulation question

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

Hi

This may sound a simple question to some, but my brain seems unwilling to 
compute!

So if a book that has been placed on hold that has a Circulating Library of 
'LibraryA' is then transitted to 'LibraryB' where the hold is being fulfilled. 
Does the circulating library temporarily change to 'LibraryB' so that library 
gets the circulation? I'm thinking of circ reports now. Or would it be better 
to use Checkout Library instead to capture all circulations at 'LibraryB'

Hopes this makes sense to someone as I am not quite understanding it.

Thanks
Much
Stuart

--
Stuart Forrest, Library IT Manager/Analyst Beaufort County Library System
311 Scott Street, Beaufort, SC 29902
843 255 6450
sforr...@bcgov.net<mailto:sforr...@bcgov.net>
beaufortcountylibrary.org

Re: [OPEN-ILS-GENERAL] Holds / Circulation question

[Frasur, Ruth]

Stuart,

The "circulation library" is the library that owns the material.  This doesn't 
change (unless someone cedes ownership).  The "checkout/renew library" is the 
library that is circulating that item at any given moment.  The labeling for 
libraries is confusing.

Ruth Frasur
Evergreen Development and Support Administrator
Indiana State Library
140 N. Senate Ave.
Indianapolis, IN 46204
(317) 460-7556

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Forrest, Stuart
Sent: Wednesday, March 4, 2020 9:04 AM
To: Group, Evergreen 
Subject: [OPEN-ILS-GENERAL] Holds / Circulation question

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

Hi

This may sound a simple question to some, but my brain seems unwilling to 
compute!

So if a book that has been placed on hold that has a Circulating Library of 
'LibraryA' is then transitted to 'LibraryB' where the hold is being fulfilled. 
Does the circulating library temporarily change to 'LibraryB' so that library 
gets the circulation? I'm thinking of circ reports now. Or would it be better 
to use Checkout Library instead to capture all circulations at 'LibraryB'

Hopes this makes sense to someone as I am not quite understanding it.

Thanks
Much
Stuart

--
Stuart Forrest, Library IT Manager/Analyst Beaufort County Library System
311 Scott Street, Beaufort, SC 29902
843 255 6450
sforr...@bcgov.net<mailto:sforr...@bcgov.net>
beaufortcountylibrary.org

[OPEN-ILS-GENERAL] Holds / Circulation question

[Forrest, Stuart]

Hi

This may sound a simple question to some, but my brain seems unwilling to 
compute!

So if a book that has been placed on hold that has a Circulating Library of 
'LibraryA' is then transitted to 'LibraryB' where the hold is being fulfilled. 
Does the circulating library temporarily change to 'LibraryB' so that library 
gets the circulation? I'm thinking of circ reports now. Or would it be better 
to use Checkout Library instead to capture all circulations at 'LibraryB'

Hopes this makes sense to someone as I am not quite understanding it.

Thanks
Much
Stuart

--
Stuart Forrest, Library IT Manager/Analyst Beaufort County Library System
311 Scott Street, Beaufort, SC 29902
843 255 6450
sforr...@bcgov.net
beaufortcountylibrary.org

[OPEN-ILS-GENERAL] holds aliases

[Virginia Jensen]

Instead of setting up a holds alias, our tech guru set up our holds slip to 
print out the first 3 letters of the last name and the last 4 digits of the 
library card number.  I will send you the code tomorrow, when he is in to 
verify it is the correct one.

Virginia Jensen, Circulation Coordinator
CLSS, Certified Library Support Staff
Mooresville Public Library
220 W Harrison St
Mooresville IN 46158
317-831-7323
virgin...@mooresvillepublic.lib.in.us

Visit us at mooresvillelib.org

[You're very welcome!]
CONFIDENTIALITY NOTICE: This e-mail message from Mooresville Public Library 
(including all attachments) is for the sole use of the intended recipients and 
may contain confidential and privileged information. Any unauthorized review, 
use, disclosure, copying or distribution is strictly prohibited. If you are not 
the intended recipient, please contact the sender by reply e-mail and destroy 
all copies of the original message.



From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Diane 
Disbro
Sent: Tuesday, February 20, 2018 2:06 PM
To: Evergreen Discussion Group
Cc: megan maurer
Subject: [OPEN-ILS-GENERAL] open holds and holds aliases

Good afternoon -

We are moving to open holds and looking at setting up holds aliases. We thought 
we would use first three letters of the patron's last name and the last four 
numbers of their phone number. BUT - there could be more than one person with 
the same holds alias - husband, wife, bunch of kids.

What do you use for your holds aliases?

Thank you.

Diane Disbro
Branch Manager/Circulation Coordinator
Union Branch
Scenic Regional Library
308 Hawthorne Drive
Union, MO 63084
(636) 583-3224
www.scenicregional.org

Re: [OPEN-ILS-GENERAL] Holds in the public catalog

[Walz, Jennifer]

Jason,

 Oh good!I was worried there for a minute.   That is wonderful!   We like 
it.   I will do some testing to make sure...

Thanks!

Jennifer

-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Jason 
Stephenson
Sent: Wednesday, January 10, 2018 8:00 PM
To: OpenILS General List
Subject: Re: [OPEN-ILS-GENERAL] Holds in the public catalog

Jennifer,

Dan's previous message explains the function better than I did. After looking 
more carefully it hides the place hold button unless no copies are locally 
available.

As long as staff are able to place unfillable holds, then the place hold link 
will always show up in the staff client.

HtH,
Jason

On 01/10/2018 05:37 PM, Walz, Jennifer wrote:
> Jason,
> 
>  Thanks.   Good to know.   We have set this and I think it will be fine as 
> being removed from every screen.   We have so much trouble with holds now, 
> that I am completely ok with not having it there at all.
> 
>   When you say staff function is effected, do you mean this also messes with 
> the staff client in Evergreen? Now that would be just goofy.  
> 
>  Jennifer
> 
> -Original Message-
> From: Open-ils-general 
> [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf 
> Of Jason Stephenson
> Sent: Wednesday, January 10, 2018 4:35 PM
> To: open-ils-general@list.georgialibraries.org
> Subject: Re: [OPEN-ILS-GENERAL] Holds in the public catalog
> 
> Jennifer,
> 
> My reading of the templates indicates that setting ctx.holds_block.enabled to 
> true will make the place hold link disappear, everywhere, even when there are 
> available copies.
> 
> It will basically remove the ability of patrons to place holds. (Quite 
> possibly staff, too.)
> 
> I may have missed something, but that is what I see.
> 
> There is some logic there to only show the button if "available" copies show 
> up, but the OPAC's definition of available and yours may disagree.
> The OPAC can't evaluate the hold matrix for instance.
> 
> HtH,
> Jason
> 
> On 01/10/2018 04:12 PM, Walz, Jennifer wrote:
>> Dan,
>>
>>  
>>
>> Is this the real fix? The link will then go away on every screen?
>>
>>  
>>
>> That would be wonderful!
>>
>>  
>>
>> Thanks!
>>
>>  
>>
>> Jennifer
>>
>>  
>>
>> *From:*Open-ils-general
>> [mailto:open-ils-general-boun...@list.georgialibraries.org] *On 
>> Behalf Of *Dan Scott
>> *Sent:* Wednesday, January 10, 2018 2:09 PM
>> *To:* Evergreen Discussion Group
>> *Subject:* Re: [OPEN-ILS-GENERAL] Holds in the public catalog
>>
>>  
>>
>> I think you want to try "ctx.holds_block.enabled = 'true';" in
>> config.tt2 in your public catalogue configuration file.
>>
>>  
>>
>> On Wed, Jan 10, 2018 at 12:31 PM, Walz, Jennifer <jlw...@asbury.edu 
>> <mailto:jlw...@asbury.edu>> wrote:
>>
>> All –
>>
>>  
>>
>>   IS there a way to prevent the “place a hold” link from showing up 
>> in the public catalog, everywhere??   We want it so ONLY show up on 
>> items that fill our hold requirement – those items that are checked 
>> out or NOT available.
>>
>>  
>>
>>   We have set the proper condition in the Library Settings to not 
>> have holds for available items, but the link still shows up in the 
>> public catalog for EVERYTHING.   Can it be made to go away?  What are 
>> the steps to make this happen?
>>
>>  
>>
>>   Right now it is so confusing to our users and they keep trying to 
>> “place a hold” on items that will never be holdable.    It is 
>> extremely annoying.
>>
>>  
>>
>> Thanks!
>>
>>  
>>
>> Jennifer
>>
>> --
>> Jennifer Walz, MLS - Head of ILS confusion Kinlaw Library -  *Asbury
>> University* One Macklem Drive, Wilmore, KY 40390
>> 859-858-3511 ext. 2269 <tel:(859)%20858-3511> jlw...@asbury.edu 
>> <mailto:jlw...@asbury.edu>
>>
>>  
>>
>>  
>>
>>  
>>

Re: [OPEN-ILS-GENERAL] Holds in the public catalog

[Jason Stephenson]

Jennifer,

Dan's previous message explains the function better than I did. After
looking more carefully it hides the place hold button unless no copies
are locally available.

As long as staff are able to place unfillable holds, then the place hold
link will always show up in the staff client.

HtH,
Jason

On 01/10/2018 05:37 PM, Walz, Jennifer wrote:
> Jason,
> 
>  Thanks.   Good to know.   We have set this and I think it will be fine as 
> being removed from every screen.   We have so much trouble with holds now, 
> that I am completely ok with not having it there at all.
> 
>   When you say staff function is effected, do you mean this also messes with 
> the staff client in Evergreen? Now that would be just goofy.  
> 
>  Jennifer
> 
> -Original Message-
> From: Open-ils-general 
> [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
> Jason Stephenson
> Sent: Wednesday, January 10, 2018 4:35 PM
> To: open-ils-general@list.georgialibraries.org
> Subject: Re: [OPEN-ILS-GENERAL] Holds in the public catalog
> 
> Jennifer,
> 
> My reading of the templates indicates that setting ctx.holds_block.enabled to 
> true will make the place hold link disappear, everywhere, even when there are 
> available copies.
> 
> It will basically remove the ability of patrons to place holds. (Quite 
> possibly staff, too.)
> 
> I may have missed something, but that is what I see.
> 
> There is some logic there to only show the button if "available" copies show 
> up, but the OPAC's definition of available and yours may disagree.
> The OPAC can't evaluate the hold matrix for instance.
> 
> HtH,
> Jason
> 
> On 01/10/2018 04:12 PM, Walz, Jennifer wrote:
>> Dan,
>>
>>  
>>
>> Is this the real fix? The link will then go away on every screen?
>>
>>  
>>
>> That would be wonderful!
>>
>>  
>>
>> Thanks!
>>
>>  
>>
>> Jennifer
>>
>>  
>>
>> *From:*Open-ils-general
>> [mailto:open-ils-general-boun...@list.georgialibraries.org] *On Behalf 
>> Of *Dan Scott
>> *Sent:* Wednesday, January 10, 2018 2:09 PM
>> *To:* Evergreen Discussion Group
>> *Subject:* Re: [OPEN-ILS-GENERAL] Holds in the public catalog
>>
>>  
>>
>> I think you want to try "ctx.holds_block.enabled = 'true';" in
>> config.tt2 in your public catalogue configuration file.
>>
>>  
>>
>> On Wed, Jan 10, 2018 at 12:31 PM, Walz, Jennifer <jlw...@asbury.edu 
>> <mailto:jlw...@asbury.edu>> wrote:
>>
>> All –
>>
>>  
>>
>>   IS there a way to prevent the “place a hold” link from showing up in 
>> the public catalog, everywhere??   We want it so ONLY show up on items 
>> that fill our hold requirement – those items that are checked out or 
>> NOT available.
>>
>>  
>>
>>   We have set the proper condition in the Library Settings to not have 
>> holds for available items, but the link still shows up in the public 
>> catalog for EVERYTHING.   Can it be made to go away?  What are the 
>> steps to make this happen?
>>
>>  
>>
>>   Right now it is so confusing to our users and they keep trying to 
>> “place a hold” on items that will never be holdable.    It is 
>> extremely annoying.
>>
>>  
>>
>> Thanks!
>>
>>  
>>
>> Jennifer
>>
>> --
>> Jennifer Walz, MLS - Head of ILS confusion Kinlaw Library -  *Asbury 
>> University* One Macklem Drive, Wilmore, KY 40390
>> 859-858-3511 ext. 2269 <tel:(859)%20858-3511> jlw...@asbury.edu 
>> <mailto:jlw...@asbury.edu>
>>
>>  
>>
>>  
>>
>>  
>>

Re: [OPEN-ILS-GENERAL] Holds in the public catalog

[Walz, Jennifer]

Jason,

 Thanks.   Good to know.   We have set this and I think it will be fine as 
being removed from every screen.   We have so much trouble with holds now, that 
I am completely ok with not having it there at all.

  When you say staff function is effected, do you mean this also messes with 
the staff client in Evergreen? Now that would be just goofy.  

 Jennifer

-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Jason 
Stephenson
Sent: Wednesday, January 10, 2018 4:35 PM
To: open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] Holds in the public catalog

Jennifer,

My reading of the templates indicates that setting ctx.holds_block.enabled to 
true will make the place hold link disappear, everywhere, even when there are 
available copies.

It will basically remove the ability of patrons to place holds. (Quite possibly 
staff, too.)

I may have missed something, but that is what I see.

There is some logic there to only show the button if "available" copies show 
up, but the OPAC's definition of available and yours may disagree.
The OPAC can't evaluate the hold matrix for instance.

HtH,
Jason

On 01/10/2018 04:12 PM, Walz, Jennifer wrote:
> Dan,
> 
>  
> 
> Is this the real fix? The link will then go away on every screen?
> 
>  
> 
> That would be wonderful!
> 
>  
> 
> Thanks!
> 
>  
> 
> Jennifer
> 
>  
> 
> *From:*Open-ils-general
> [mailto:open-ils-general-boun...@list.georgialibraries.org] *On Behalf 
> Of *Dan Scott
> *Sent:* Wednesday, January 10, 2018 2:09 PM
> *To:* Evergreen Discussion Group
> *Subject:* Re: [OPEN-ILS-GENERAL] Holds in the public catalog
> 
>  
> 
> I think you want to try "ctx.holds_block.enabled = 'true';" in
> config.tt2 in your public catalogue configuration file.
> 
>  
> 
> On Wed, Jan 10, 2018 at 12:31 PM, Walz, Jennifer <jlw...@asbury.edu 
> <mailto:jlw...@asbury.edu>> wrote:
> 
> All –
> 
>  
> 
>   IS there a way to prevent the “place a hold” link from showing up in 
> the public catalog, everywhere??   We want it so ONLY show up on items 
> that fill our hold requirement – those items that are checked out or 
> NOT available.
> 
>  
> 
>   We have set the proper condition in the Library Settings to not have 
> holds for available items, but the link still shows up in the public 
> catalog for EVERYTHING.   Can it be made to go away?  What are the 
> steps to make this happen?
> 
>  
> 
>   Right now it is so confusing to our users and they keep trying to 
> “place a hold” on items that will never be holdable.    It is 
> extremely annoying.
> 
>  
> 
> Thanks!
> 
>  
> 
> Jennifer
> 
> --
> Jennifer Walz, MLS - Head of ILS confusion Kinlaw Library -  *Asbury 
> University* One Macklem Drive, Wilmore, KY 40390
> 859-858-3511 ext. 2269 <tel:(859)%20858-3511> jlw...@asbury.edu 
> <mailto:jlw...@asbury.edu>
> 
>  
> 
>  
> 
>  
> 

Re: [OPEN-ILS-GENERAL] Holds in the public catalog

[Dan Scott]

Hi Jennifer:

I think so. The intention of the ctx.holds_block.enabled setting is to only
enable the "Place Hold" button for a given record if none of the items
associated with that record are available (usually because they are all
checked out, or on order).

This is how many academic libraries (such as ours) operate, which is why
Art Rhyno at Conifer invested the effort in developing the setting (and
others improved it after). It's not perfect, but it mostly works.

Per the 5.5 year-old(!) commit message:

commit 8151ed9d949a6613c1bf40d605c59f2d07efd06c
Author: Art Rhyno <art632...@yahoo.ca>
Date:   Fri Jul 27 11:39:14 2012 -0400

Block "Place Hold" link in TPAC if item is available

Suppress the display of the "Place Hold" link based on whether an item
is available. This is set as a preference in config.tt2. Some sites
may want the ability to place holds regardless of availability.

Signed-off-by: Art Rhyno <art632...@yahoo.ca>
Signed-off-by: Dan Scott <dsc...@laurentian.ca>

On Wed, Jan 10, 2018 at 4:12 PM, Walz, Jennifer <jlw...@asbury.edu> wrote:

> Dan,
>
>
>
> Is this the real fix? The link will then go away on every screen?
>
>
>
> That would be wonderful!
>
>
>
> Thanks!
>
>
>
> Jennifer
>
>
>
> *From:* Open-ils-general [mailto:open-ils-general-
> boun...@list.georgialibraries.org] *On Behalf Of *Dan Scott
> *Sent:* Wednesday, January 10, 2018 2:09 PM
> *To:* Evergreen Discussion Group
> *Subject:* Re: [OPEN-ILS-GENERAL] Holds in the public catalog
>
>
>
> I think you want to try "ctx.holds_block.enabled = 'true';" in config.tt2
> in your public catalogue configuration file.
>
>
>
> On Wed, Jan 10, 2018 at 12:31 PM, Walz, Jennifer <jlw...@asbury.edu>
> wrote:
>
> All –
>
>
>
>   IS there a way to prevent the “place a hold” link from showing up in the
> public catalog, everywhere??   We want it so ONLY show up on items that
> fill our hold requirement – those items that are checked out or NOT
> available.
>
>
>
>   We have set the proper condition in the Library Settings to not have
> holds for available items, but the link still shows up in the public
> catalog for EVERYTHING.   Can it be made to go away?  What are the steps to
> make this happen?
>
>
>
>   Right now it is so confusing to our users and they keep trying to “place
> a hold” on items that will never be holdable.It is extremely annoying.
>
>
>
> Thanks!
>
>
>
> Jennifer
>
> --
> Jennifer Walz, MLS - Head of ILS confusion
> Kinlaw Library -  *Asbury University*
> One Macklem Drive, Wilmore, KY 40390
> 859-858-3511 ext. 2269 <(859)%20858-3511>
> jlw...@asbury.edu
>
>
>
>
>
>
>

Re: [OPEN-ILS-GENERAL] Holds in the public catalog

[Jason Stephenson]

Jennifer,

My reading of the templates indicates that setting
ctx.holds_block.enabled to true will make the place hold link disappear,
everywhere, even when there are available copies.

It will basically remove the ability of patrons to place holds. (Quite
possibly staff, too.)

I may have missed something, but that is what I see.

There is some logic there to only show the button if "available" copies
show up, but the OPAC's definition of available and yours may disagree.
The OPAC can't evaluate the hold matrix for instance.

HtH,
Jason

On 01/10/2018 04:12 PM, Walz, Jennifer wrote:
> Dan,
> 
>  
> 
> Is this the real fix? The link will then go away on every screen?
> 
>  
> 
> That would be wonderful!
> 
>  
> 
> Thanks!
> 
>  
> 
> Jennifer
> 
>  
> 
> *From:*Open-ils-general
> [mailto:open-ils-general-boun...@list.georgialibraries.org] *On Behalf
> Of *Dan Scott
> *Sent:* Wednesday, January 10, 2018 2:09 PM
> *To:* Evergreen Discussion Group
> *Subject:* Re: [OPEN-ILS-GENERAL] Holds in the public catalog
> 
>  
> 
> I think you want to try "ctx.holds_block.enabled = 'true';" in
> config.tt2 in your public catalogue configuration file.
> 
>  
> 
> On Wed, Jan 10, 2018 at 12:31 PM, Walz, Jennifer <jlw...@asbury.edu
> <mailto:jlw...@asbury.edu>> wrote:
> 
> All –
> 
>  
> 
>   IS there a way to prevent the “place a hold” link from showing up in
> the public catalog, everywhere??   We want it so ONLY show up on items
> that fill our hold requirement – those items that are checked out or NOT
> available.  
> 
>  
> 
>   We have set the proper condition in the Library Settings to not have
> holds for available items, but the link still shows up in the public
> catalog for EVERYTHING.   Can it be made to go away?  What are the steps
> to make this happen?
> 
>  
> 
>   Right now it is so confusing to our users and they keep trying to
> “place a hold” on items that will never be holdable.    It is extremely
> annoying. 
> 
>  
> 
> Thanks!
> 
>  
> 
> Jennifer
> 
> --
> Jennifer Walz, MLS - Head of ILS confusion
> Kinlaw Library -  *Asbury University*
> One Macklem Drive, Wilmore, KY 40390
> 859-858-3511 ext. 2269 <tel:(859)%20858-3511>
> jlw...@asbury.edu <mailto:jlw...@asbury.edu>
> 
>  
> 
>  
> 
>  
> 

Re: [OPEN-ILS-GENERAL] Holds in the public catalog

[Walz, Jennifer]

Dan,

Is this the real fix? The link will then go away on every screen?

That would be wonderful!

Thanks!

Jennifer

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Dan 
Scott
Sent: Wednesday, January 10, 2018 2:09 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Holds in the public catalog

I think you want to try "ctx.holds_block.enabled = 'true';" in config.tt2 in 
your public catalogue configuration file.

On Wed, Jan 10, 2018 at 12:31 PM, Walz, Jennifer 
<jlw...@asbury.edu<mailto:jlw...@asbury.edu>> wrote:
All –

  IS there a way to prevent the “place a hold” link from showing up in the 
public catalog, everywhere??   We want it so ONLY show up on items that fill 
our hold requirement – those items that are checked out or NOT available.

  We have set the proper condition in the Library Settings to not have holds 
for available items, but the link still shows up in the public catalog for 
EVERYTHING.   Can it be made to go away?  What are the steps to make this 
happen?

  Right now it is so confusing to our users and they keep trying to “place a 
hold” on items that will never be holdable.It is extremely annoying.

Thanks!

Jennifer
--
Jennifer Walz, MLS - Head of ILS confusion
Kinlaw Library -  Asbury University
One Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269<tel:(859)%20858-3511>
jlw...@asbury.edu<mailto:jlw...@asbury.edu>

Re: [OPEN-ILS-GENERAL] Holds in the public catalog

[Diane Disbro]

Hi!

 

So you don’t want patrons to place hold on items that are on the shelf? You 
don’t run a pull holds list?

 

Diane Disbro

Circulation Coordinator/Branch Manager

Union Branch

Scenic Regional Library

308 Hawthorne Drive

Union, MO 63084

(636) 583-3224

www.scenicregional.org

 

 

 

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Walz, 
Jennifer
Sent: Wednesday, January 10, 2018 11:32 AM
To: Evergreen Discussion Group
Subject: [OPEN-ILS-GENERAL] Holds in the public catalog

 

All –

 

  IS there a way to prevent the “place a hold” link from showing up in the 
public catalog, everywhere??   We want it so ONLY show up on items that fill 
our hold requirement – those items that are checked out or NOT available.   

 

  We have set the proper condition in the Library Settings to not have holds 
for available items, but the link still shows up in the public catalog for 
EVERYTHING.   Can it be made to go away?  What are the steps to make this 
happen?

 

  Right now it is so confusing to our users and they keep trying to “place a 
hold” on items that will never be holdable.It is extremely annoying.  

 

Thanks!

 

Jennifer

-- 
Jennifer Walz, MLS - Head of ILS confusion 
Kinlaw Library -  Asbury University 
One Macklem Drive, Wilmore, KY 40390 
859-858-3511 ext. 2269 
jlw...@asbury.edu

 

 

Re: [OPEN-ILS-GENERAL] Holds in the public catalog

[Dan Scott]

I think you want to try "ctx.holds_block.enabled = 'true';" in config.tt2
in your public catalogue configuration file.

On Wed, Jan 10, 2018 at 12:31 PM, Walz, Jennifer  wrote:

> All –
>
>
>
>   IS there a way to prevent the “place a hold” link from showing up in the
> public catalog, everywhere??   We want it so ONLY show up on items that
> fill our hold requirement – those items that are checked out or NOT
> available.
>
>
>
>   We have set the proper condition in the Library Settings to not have
> holds for available items, but the link still shows up in the public
> catalog for EVERYTHING.   Can it be made to go away?  What are the steps to
> make this happen?
>
>
>
>   Right now it is so confusing to our users and they keep trying to “place
> a hold” on items that will never be holdable.It is extremely annoying.
>
>
>
> Thanks!
>
>
>
> Jennifer
>
> --
> Jennifer Walz, MLS - Head of ILS confusion
> Kinlaw Library -  *Asbury University*
> One Macklem Drive, Wilmore, KY 40390
> 859-858-3511 ext. 2269 <(859)%20858-3511>
> jlw...@asbury.edu
>
>
>
>
>

[OPEN-ILS-GENERAL] Holds in the public catalog

[Walz, Jennifer]

All –

  IS there a way to prevent the “place a hold” link from showing up in the 
public catalog, everywhere??   We want it so ONLY show up on items that fill 
our hold requirement – those items that are checked out or NOT available.

  We have set the proper condition in the Library Settings to not have holds 
for available items, but the link still shows up in the public catalog for 
EVERYTHING.   Can it be made to go away?  What are the steps to make this 
happen?

  Right now it is so confusing to our users and they keep trying to “place a 
hold” on items that will never be holdable.It is extremely annoying.

Thanks!

Jennifer
--
Jennifer Walz, MLS - Head of ILS confusion
Kinlaw Library -  Asbury University
One Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269
jlw...@asbury.edu

Re: [OPEN-ILS-GENERAL] Holds

[Willis, Beth]

Hi Millissa,

Here is a screenshot showing the filters that I used:

[image: Inline image 1]

I hope this helps.

Beth

On Tue, Oct 17, 2017 at 4:05 PM, Millissa Macomber <
millis...@burlingtonwa.gov> wrote:

> Could I get more details? I have my display fields but I am having trouble
> finding the correct Base Filters so that I don’t get expired, cancelled and
> fulfilled holds.
>
>
>
> *Millissa Macomber*
>
> *Technical Services Coordinator*
>
> Burlington Public Library
>
> millis...@burlingtonwa.gov
>
> 360-755-0760 <(360)%20755-0760>
>
>
>
>
>
> *From:* Open-ils-general [mailto:open-ils-general-
> boun...@list.georgialibraries.org] *On Behalf Of *Willis, Beth
> *Sent:* Monday, October 16, 2017 5:39 AM
> *To:* Evergreen Discussion Group
> *Subject:* Re: [OPEN-ILS-GENERAL] Holds
>
>
>
> Hi Katie,
>
>
>
> Sorry for the delay in responding to your e-mail.  The source I used for
> this template is Hold Request Record.
>
>
>
> I hope this helps.
>
>
>
> Beth
>
>
>
> On Fri, Oct 13, 2017 at 10:08 AM, Katie Greenleaf Martin <
> b...@blaircountylibraries.org> wrote:
>
> Hi Beth---Can you tell me what source that report uses? I've been having
> some difficulty with holds reports and that might help :)
> thanks!
>
> Katie
>
>
>
> On Fri, Oct 13, 2017 at 8:51 AM, Willis, Beth <wil...@noblenet.org> wrote:
>
> Hi Millissa,
>
>
>
> Sorry, I inadvertently sent the previous message.
>
>
>
> I intended to say that our report includes the following data:
>
>
>
>
>
>
>
>
>
>
> *Hold Type Request Date Database ID Title Author Last Name First Name
> Pick-up Library*
>
>
>
> If you think this report would be useful, I can provide more details.
>
>
>
> Best regards,
>
> Beth
>
>
>
>
>
>
>
> On Fri, Oct 13, 2017 at 8:48 AM, Willis, Beth <wil...@noblenet.org> wrote:
>
> We have a report called Hold Requests by Hold Type and Pick-up Library.
>
>
>
> This report filters on pick-up library and hold type.
>
>
>
> Suspended, cancelled and fulfilled holds are excluded.
>
>
>
> The report displays the following data:
>
>
>
>
>
> On Thu, Oct 12, 2017 at 3:11 PM, Millissa Macomber <
> millis...@burlingtonwa.gov> wrote:
>
> So when a patron has too many overdue books, and a title they have hold
> becomes available, they are blocked from checking out. So when the items
> are renewed, does their hold reset?
>
>
>
> Also, is there a report to see what active holds we have currently?
>
>
>
> *Millissa Macomber*
>
> *Technical Services Coordinator*
>
> Burlington Public Library
>
> millis...@burlingtonwa.gov
>
> 360-755-0760 <(360)%20755-0760>
>
>
>
>
>
>
>
>
>
> --
>
> Beth Willis
> Digital & Catalog Librarian
> NOBLE, Inc.
> 26 Cherry Hill Drive
> <https://maps.google.com/?q=26+Cherry+Hill+Drive+%0D+Danvers,+MA+01923+%3Chttps://maps.google.com/?q%3D26%2BCherry%2BHill%2BDrive%250D%2BDanvers,%2BMA%2B01923%26entry%3Dgmail%26source%3Dg%3E=gmail=g>
> Danvers, MA 01923
> <https://maps.google.com/?q=26+Cherry+Hill+Drive%0D+Danvers,+MA+01923=gmail=g>
>
>
>
>
>
>
> --
>
> Beth Willis
> Digital & Catalog Librarian
> NOBLE, Inc.
> 26 Cherry Hill Drive
> <https://maps.google.com/?q=26+Cherry+Hill+Drive+%0D+Danvers,+MA+01923+%3Chttps://maps.google.com/?q%3D26%2BCherry%2BHill%2BDrive%250D%2BDanvers,%2BMA%2B01923%26entry%3Dgmail%26source%3Dg%3E=gmail=g>
> Danvers, MA 01923
> <https://maps.google.com/?q=26+Cherry+Hill+Drive%0D+Danvers,+MA+01923=gmail=g>
>
>
>
>
>
>
> --
>
> Katie Greenleaf Martin, MLIS
> b...@blaircountylibraries.org
> 814.946.0417x132 <(814)%20946-0417>
> County Coordinator
> Blair County Library System
>
>
>
>
>
> --
>
> Beth Willis
> Digital & Catalog Librarian
> NOBLE, Inc.
> 26 Cherry Hill Drive
> <https://maps.google.com/?q=26+Cherry+Hill+Drive+%0D+Danvers,+MA+01923=gmail=g>
> Danvers, MA 01923
> <https://maps.google.com/?q=26+Cherry+Hill+Drive+%0D+Danvers,+MA+01923+%3Chttps://maps.google.com/?q%3D26%2BCherry%2BHill%2BDrive%250D%2BDanvers,%2BMA%2B01923%26entry%3Dgmail%26source%3Dg%3E=gmail=g>
>
>



-- 
Beth Willis
Digital & Catalog Librarian
NOBLE, Inc.
26 Cherry Hill Drive
Danvers, MA 01923

Re: [OPEN-ILS-GENERAL] Holds

[Millissa Macomber]

Could I get more details? I have my display fields but I am having trouble 
finding the correct Base Filters so that I don’t get expired, cancelled and 
fulfilled holds.

Millissa Macomber
Technical Services Coordinator
Burlington Public Library
millis...@burlingtonwa.gov<mailto:millis...@burlingtonwa.gov>
360-755-0760


From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Willis, Beth
Sent: Monday, October 16, 2017 5:39 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Holds

Hi Katie,

Sorry for the delay in responding to your e-mail.  The source I used for this 
template is Hold Request Record.

I hope this helps.

Beth

On Fri, Oct 13, 2017 at 10:08 AM, Katie Greenleaf Martin 
<b...@blaircountylibraries.org<mailto:b...@blaircountylibraries.org>> wrote:
Hi Beth---Can you tell me what source that report uses? I've been having some 
difficulty with holds reports and that might help :)
thanks!
Katie

On Fri, Oct 13, 2017 at 8:51 AM, Willis, Beth 
<wil...@noblenet.org<mailto:wil...@noblenet.org>> wrote:
Hi Millissa,

Sorry, I inadvertently sent the previous message.

I intended to say that our report includes the following data:

Hold Type
Request Date
Database ID
Title
Author
Last Name
First Name
Pick-up Library

If you think this report would be useful, I can provide more details.

Best regards,
Beth



On Fri, Oct 13, 2017 at 8:48 AM, Willis, Beth 
<wil...@noblenet.org<mailto:wil...@noblenet.org>> wrote:
We have a report called Hold Requests by Hold Type and Pick-up Library.

This report filters on pick-up library and hold type.

Suspended, cancelled and fulfilled holds are excluded.

The report displays the following data:


On Thu, Oct 12, 2017 at 3:11 PM, Millissa Macomber 
<millis...@burlingtonwa.gov<mailto:millis...@burlingtonwa.gov>> wrote:
So when a patron has too many overdue books, and a title they have hold becomes 
available, they are blocked from checking out. So when the items are renewed, 
does their hold reset?

Also, is there a report to see what active holds we have currently?

Millissa Macomber
Technical Services Coordinator
Burlington Public Library
millis...@burlingtonwa.gov<mailto:millis...@burlingtonwa.gov>
360-755-0760<tel:(360)%20755-0760>





--
Beth Willis
Digital & Catalog Librarian
NOBLE, Inc.
26 Cherry Hill Drive
Danvers, MA 
01923<https://maps.google.com/?q=26+Cherry+Hill+Drive%0D+Danvers,+MA+01923=gmail=g>



--
Beth Willis
Digital & Catalog Librarian
NOBLE, Inc.
26 Cherry Hill Drive
Danvers, MA 
01923<https://maps.google.com/?q=26+Cherry+Hill+Drive%0D+Danvers,+MA+01923=gmail=g>



--
Katie Greenleaf Martin, MLIS
b...@blaircountylibraries.org<mailto:b...@blaircountylibraries.org>
814.946.0417x132<tel:(814)%20946-0417>
County Coordinator
Blair County Library System



--
Beth Willis
Digital & Catalog Librarian
NOBLE, Inc.
26 Cherry Hill Drive
Danvers, MA 01923

Re: [OPEN-ILS-GENERAL] Holds

[Willis, Beth]

Hi Katie,

Sorry for the delay in responding to your e-mail.  The source I used for
this template is Hold Request Record.

I hope this helps.

Beth

On Fri, Oct 13, 2017 at 10:08 AM, Katie Greenleaf Martin <
b...@blaircountylibraries.org> wrote:

> Hi Beth---Can you tell me what source that report uses? I've been having
> some difficulty with holds reports and that might help :)
> thanks!
> Katie
>
> On Fri, Oct 13, 2017 at 8:51 AM, Willis, Beth  wrote:
>
>> Hi Millissa,
>>
>> Sorry, I inadvertently sent the previous message.
>>
>> I intended to say that our report includes the following data:
>>
>>
>>
>>
>>
>>
>>
>>
>> *Hold TypeRequest DateDatabase IDTitleAuthorLast NameFirst NamePick-up
>> Library*
>>
>> If you think this report would be useful, I can provide more details.
>>
>> Best regards,
>> Beth
>>
>>
>>
>> On Fri, Oct 13, 2017 at 8:48 AM, Willis, Beth 
>> wrote:
>>
>>> We have a report called Hold Requests by Hold Type and Pick-up Library.
>>>
>>> This report filters on pick-up library and hold type.
>>>
>>> Suspended, cancelled and fulfilled holds are excluded.
>>>
>>> The report displays the following data:
>>>
>>>
>>> On Thu, Oct 12, 2017 at 3:11 PM, Millissa Macomber <
>>> millis...@burlingtonwa.gov> wrote:
>>>
 So when a patron has too many overdue books, and a title they have hold
 becomes available, they are blocked from checking out. So when the items
 are renewed, does their hold reset?



 Also, is there a report to see what active holds we have currently?



 *Millissa Macomber*

 *Technical Services Coordinator*

 Burlington Public Library

 millis...@burlingtonwa.gov

 360-755-0760 <(360)%20755-0760>





>>>
>>>
>>>
>>> --
>>> Beth Willis
>>> Digital & Catalog Librarian
>>> NOBLE, Inc.
>>> 26 Cherry Hill Drive
>>> Danvers, MA 01923
>>> 
>>>
>>>
>>
>>
>>
>> --
>> Beth Willis
>> Digital & Catalog Librarian
>> NOBLE, Inc.
>> 26 Cherry Hill Drive
>> Danvers, MA 01923
>> 
>>
>>
>
>
>
> --
> Katie Greenleaf Martin, MLIS
> b...@blaircountylibraries.org
> 814.946.0417x132 <(814)%20946-0417>
> County Coordinator
> Blair County Library System
>



-- 
Beth Willis
Digital & Catalog Librarian
NOBLE, Inc.
26 Cherry Hill Drive
Danvers, MA 01923

Re: [OPEN-ILS-GENERAL] Holds

[Katie Greenleaf Martin]

Hi Beth---Can you tell me what source that report uses? I've been having
some difficulty with holds reports and that might help :)
thanks!
Katie

On Fri, Oct 13, 2017 at 8:51 AM, Willis, Beth  wrote:

> Hi Millissa,
>
> Sorry, I inadvertently sent the previous message.
>
> I intended to say that our report includes the following data:
>
>
>
>
>
>
>
>
> *Hold TypeRequest DateDatabase IDTitleAuthorLast NameFirst NamePick-up
> Library*
>
> If you think this report would be useful, I can provide more details.
>
> Best regards,
> Beth
>
>
>
> On Fri, Oct 13, 2017 at 8:48 AM, Willis, Beth  wrote:
>
>> We have a report called Hold Requests by Hold Type and Pick-up Library.
>>
>> This report filters on pick-up library and hold type.
>>
>> Suspended, cancelled and fulfilled holds are excluded.
>>
>> The report displays the following data:
>>
>>
>> On Thu, Oct 12, 2017 at 3:11 PM, Millissa Macomber <
>> millis...@burlingtonwa.gov> wrote:
>>
>>> So when a patron has too many overdue books, and a title they have hold
>>> becomes available, they are blocked from checking out. So when the items
>>> are renewed, does their hold reset?
>>>
>>>
>>>
>>> Also, is there a report to see what active holds we have currently?
>>>
>>>
>>>
>>> *Millissa Macomber*
>>>
>>> *Technical Services Coordinator*
>>>
>>> Burlington Public Library
>>>
>>> millis...@burlingtonwa.gov
>>>
>>> 360-755-0760 <(360)%20755-0760>
>>>
>>>
>>>
>>>
>>>
>>
>>
>>
>> --
>> Beth Willis
>> Digital & Catalog Librarian
>> NOBLE, Inc.
>> 26 Cherry Hill Drive
>> Danvers, MA 01923
>> 
>>
>>
>
>
>
> --
> Beth Willis
> Digital & Catalog Librarian
> NOBLE, Inc.
> 26 Cherry Hill Drive
> Danvers, MA 01923
> 
>
>



-- 
Katie Greenleaf Martin, MLIS
b...@blaircountylibraries.org
814.946.0417x132
County Coordinator
Blair County Library System

Re: [OPEN-ILS-GENERAL] Holds

[Willis, Beth]

Hi Millissa,

Sorry, I inadvertently sent the previous message.

I intended to say that our report includes the following data:








*Hold TypeRequest DateDatabase IDTitleAuthorLast NameFirst NamePick-up
Library*

If you think this report would be useful, I can provide more details.

Best regards,
Beth



On Fri, Oct 13, 2017 at 8:48 AM, Willis, Beth  wrote:

> We have a report called Hold Requests by Hold Type and Pick-up Library.
>
> This report filters on pick-up library and hold type.
>
> Suspended, cancelled and fulfilled holds are excluded.
>
> The report displays the following data:
>
>
> On Thu, Oct 12, 2017 at 3:11 PM, Millissa Macomber <
> millis...@burlingtonwa.gov> wrote:
>
>> So when a patron has too many overdue books, and a title they have hold
>> becomes available, they are blocked from checking out. So when the items
>> are renewed, does their hold reset?
>>
>>
>>
>> Also, is there a report to see what active holds we have currently?
>>
>>
>>
>> *Millissa Macomber*
>>
>> *Technical Services Coordinator*
>>
>> Burlington Public Library
>>
>> millis...@burlingtonwa.gov
>>
>> 360-755-0760 <(360)%20755-0760>
>>
>>
>>
>>
>>
>
>
>
> --
> Beth Willis
> Digital & Catalog Librarian
> NOBLE, Inc.
> 26 Cherry Hill Drive
> Danvers, MA 01923
>



-- 
Beth Willis
Digital & Catalog Librarian
NOBLE, Inc.
26 Cherry Hill Drive
Danvers, MA 01923

Re: [OPEN-ILS-GENERAL] Holds

[Diane Disbro]

Good evening -

 

We have this report that lists unfilled holds.

 



 

Diane Disbro

Circulation Coordinator/Branch Manager

Union Branch

Scenic Regional Library

308 Hawthorne Drive

Union, MO 63084

636-583-3224

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

www.scenicregional.org

 

 

From: Open-ils-general
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of
Millissa Macomber
Sent: Thursday, October 12, 2017 2:12 PM
To: Evergreen Discussion Group (open-ils-general@list.georgialibraries.org);
Evergreen Discussion Group (open-ils-general@list.georgialibraries.org)
Subject: [OPEN-ILS-GENERAL] Holds

 

So when a patron has too many overdue books, and a title they have hold
becomes available, they are blocked from checking out. So when the items are
renewed, does their hold reset? 

 

Also, is there a report to see what active holds we have currently?

 

Millissa Macomber

Technical Services Coordinator

Burlington Public Library

millis...@burlingtonwa.gov

360-755-0760

 

 

[OPEN-ILS-GENERAL] Holds

[Millissa Macomber]

So when a patron has too many overdue books, and a title they have hold becomes 
available, they are blocked from checking out. So when the items are renewed, 
does their hold reset?

Also, is there a report to see what active holds we have currently?

Millissa Macomber
Technical Services Coordinator
Burlington Public Library
millis...@burlingtonwa.gov
360-755-0760

[OPEN-ILS-GENERAL] Holds report

[Dana Schwarz]

Hello,

Our consortium opened up our catalogue to everyone (both public and staff) a 
couple of weeks ago and we have to report to our library boards & our 
government:
- # of holds each system made
- # holds filled/received from which system
- type of item every month.

Would anyone have a template of a report similar that I could use/work on?

Thank you!

Dana Schwarz
Technical Services Coordinator
Lincoln Public Library
4080 John Charles Boulevard
Vineland, ON
L0R 2C0
905-562-5711
905-562-3454 (fax)
schw...@lincoln.library.on.ca

Re: [OPEN-ILS-GENERAL] Holds ratio report

[Karen Prasse]

HI Josh,
Yes I did mean Hold to Copy Ratio - thanks for understanding.  I suspect I 
should have experimented a bit before inquiring but this gives me a better idea 
of how to start this.  We don't have to be this complicated since we have only 
one location.
Thanks very much for your time.
Karen Prasse

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Josh 
Stompro
Sent: Thursday, December 01, 2016 7:59 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Holds ratio report

Hello Karen, if you are talking about a report that shows titles with a hold to 
copy ratio over a certain threshold then yes we have one.  I'm not sure if that 
is the same thing as "generate holds ratios for circulation activity".  
Circulation activity to me means checkouts, so I'm not sure what kind of report 
would involve both.  But I'll answer like you mean the hold/copy ratio.

If you are ok with the ratio being global(All holds at every pickup location 
and all copies) there has been a built in data source for this for a while.  
See the Hold/Copy Ratio per Bib reporter data source.  Screenshot of example 
report at: http://imgur.com/a/x3Hh4

If you are in a consortium where each branch stands alone, federated model, 
there was a new data source added in 2.10 that allows you to break down the 
report by pickup library and circ lib.  Look for Hold/Copy Ratio per Bib and 
Pickup Library (and Descendants).  I tried to use this but there are gotchas 
that make it unsuitable for us.  Mainly the fact that only holds at pickup 
locations with holdable copies are counted, so if a branch has 10 holds, but no 
holdable copies, those holds are not counted in the report when looking at a 
system level report.  Meta-holds cause some strange numbers also.  I made note 
of the issues I found at https://bugs.launchpad.net/evergreen/+bug/1627231  I 
can give you screenshots of this also if you want to see my test reports.

I created a custom sql query to create the report that we needed.  Our 
organization has two regional systems. It takes into account several situations 
that are specific to our environment, such as:

* We will normally never purchase more than 10 copies of a title no 
matter what the ratio is, so when we hit 10 or more copies, the title is no 
longer shown in the report.

* We have non-holdable Express copies that we count as holdable since 
many of them end up filling related holds.

* Don't count suspended holds since we don't want to purchase copies 
for those that may never activate those holds. If someone is delaying their 
hold for several months, the ratio may change by the time their hold is active 
since holds will get filled in the meantime.

* Holds are divided by the patron's home library, not the pickup 
location.  We don't want to purchase copies for patrons from other systems that 
use our branches as pickup locations.

* Summary of holds (Oldest hold age, Average hold age, Holds placed in 
last 7 days, 30 days, Frozen Holds)

* Summary of Items (Lost Items, Missing Items, Damaged Items, On Order 
Items)

* Summary of hold pickup locations, to tell where new copies should be 
allocated.

Query is at https://gist.github.com/stompro/e794d0e65356ff619edc9930e6ef7373

Sample report:
num

title

author

bib_record

type

holdable_copies

express

Total Copies

holds

hold_copy_ratio

Hold Counts

LongLost

ShortLost

missing

damaged

onorder

1

the wrong side of goodbye

connelly, michael

204437

book

3

2

5

28

5.6

Oldest:(5 mons 1 day) Average:(39 days) 7_Days:5 30_Days:21 Frozen:1

0

0

1

0

0

2

the out of sync child

kranowitz, carol stock

65808

book

1

0

1

5

5

Oldest:(3 mons 10 days) Average:(37 days) 7_Days:1 30_Days:3 Frozen:0

0

0

0

0

0

3

a holiday to remember



153500

dvd

0





4

Infinity

Oldest:(12 days) Average:(10 days) 7_Days:0 30_Days:4 Frozen:0












num

title

author

bib_record

type

holdable_copies

express

Total Copies

holds

hold_copy_ratio

Hold Counts

LongLost

ShortLost

missing

damaged

onorder

Hold Pickup Summary

1

turbo twenty three

evanovich, janet

201895

book

5

0

5

26

5.2

Oldest:(7 mons 21 days) Average:(2 mons 31 days) 7_Days:1 30_Days:2 Frozen:0

0

0

0

0

0

GODEL:(1), HALLOCK:(5), RED_LAKE_FALLS:(2), ROSEAU:(4), THIEF_RIVER_FALLS:(10), 
WARROAD:(4)

2

the whole towns talking

flagg, fannie

207896

book

0





4

Infinity

Oldest:(3 mons 6 days) Average:(2 mons 11 days) 7_Days:1 30_Days:1 Frozen:0











GREENBUSH:(1), HALLOCK:(1), RED_LAKE_FALLS:(1), THIEF_RIVER_FALLS:(1)



Josh Stompro - LARL IT Director

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Karen 
Prasse
Sent: Wednesday, November 30, 2016 2:48 PM
To: 
open-ils-general@list.georgialibraries.org<mailto:open-ils-general@list.georgialibraries.org>
Subject: [OPEN-ILS-GENERAL] Ho

Re: [OPEN-ILS-GENERAL] Holds ratio report

[Josh Stompro]

Hello Karen, if you are talking about a report that shows titles with a hold to 
copy ratio over a certain threshold then yes we have one.  I'm not sure if that 
is the same thing as "generate holds ratios for circulation activity".  
Circulation activity to me means checkouts, so I'm not sure what kind of report 
would involve both.  But I'll answer like you mean the hold/copy ratio.

If you are ok with the ratio being global(All holds at every pickup location 
and all copies) there has been a built in data source for this for a while.  
See the Hold/Copy Ratio per Bib reporter data source.  Screenshot of example 
report at: http://imgur.com/a/x3Hh4

If you are in a consortium where each branch stands alone, federated model, 
there was a new data source added in 2.10 that allows you to break down the 
report by pickup library and circ lib.  Look for Hold/Copy Ratio per Bib and 
Pickup Library (and Descendants).  I tried to use this but there are gotchas 
that make it unsuitable for us.  Mainly the fact that only holds at pickup 
locations with holdable copies are counted, so if a branch has 10 holds, but no 
holdable copies, those holds are not counted in the report when looking at a 
system level report.  Meta-holds cause some strange numbers also.  I made note 
of the issues I found at https://bugs.launchpad.net/evergreen/+bug/1627231  I 
can give you screenshots of this also if you want to see my test reports.

I created a custom sql query to create the report that we needed.  Our 
organization has two regional systems. It takes into account several situations 
that are specific to our environment, such as:

* We will normally never purchase more than 10 copies of a title no 
matter what the ratio is, so when we hit 10 or more copies, the title is no 
longer shown in the report.

* We have non-holdable Express copies that we count as holdable since 
many of them end up filling related holds.

* Don't count suspended holds since we don't want to purchase copies 
for those that may never activate those holds. If someone is delaying their 
hold for several months, the ratio may change by the time their hold is active 
since holds will get filled in the meantime.

* Holds are divided by the patron's home library, not the pickup 
location.  We don't want to purchase copies for patrons from other systems that 
use our branches as pickup locations.

* Summary of holds (Oldest hold age, Average hold age, Holds placed in 
last 7 days, 30 days, Frozen Holds)

* Summary of Items (Lost Items, Missing Items, Damaged Items, On Order 
Items)

* Summary of hold pickup locations, to tell where new copies should be 
allocated.

Query is at https://gist.github.com/stompro/e794d0e65356ff619edc9930e6ef7373

Sample report:
num

title

author

bib_record

type

holdable_copies

express

Total Copies

holds

hold_copy_ratio

Hold Counts

LongLost

ShortLost

missing

damaged

onorder

1

the wrong side of goodbye

connelly, michael

204437

book

3

2

5

28

5.6

Oldest:(5 mons 1 day) Average:(39 days) 7_Days:5 30_Days:21 Frozen:1

0

0

1

0

0

2

the out of sync child

kranowitz, carol stock

65808

book

1

0

1

5

5

Oldest:(3 mons 10 days) Average:(37 days) 7_Days:1 30_Days:3 Frozen:0

0

0

0

0

0

3

a holiday to remember



153500

dvd

0





4

Infinity

Oldest:(12 days) Average:(10 days) 7_Days:0 30_Days:4 Frozen:0












num

title

author

bib_record

type

holdable_copies

express

Total Copies

holds

hold_copy_ratio

Hold Counts

LongLost

ShortLost

missing

damaged

onorder

Hold Pickup Summary

1

turbo twenty three

evanovich, janet

201895

book

5

0

5

26

5.2

Oldest:(7 mons 21 days) Average:(2 mons 31 days) 7_Days:1 30_Days:2 Frozen:0

0

0

0

0

0

GODEL:(1), HALLOCK:(5), RED_LAKE_FALLS:(2), ROSEAU:(4), THIEF_RIVER_FALLS:(10), 
WARROAD:(4)

2

the whole towns talking

flagg, fannie

207896

book

0





4

Infinity

Oldest:(3 mons 6 days) Average:(2 mons 11 days) 7_Days:1 30_Days:1 Frozen:0











GREENBUSH:(1), HALLOCK:(1), RED_LAKE_FALLS:(1), THIEF_RIVER_FALLS:(1)


Josh Stompro - LARL IT Director

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Karen 
Prasse
Sent: Wednesday, November 30, 2016 2:48 PM
To: open-ils-general@list.georgialibraries.org
Subject: [OPEN-ILS-GENERAL] Holds ratio report

Hello,
Has anyone created a template or written a report that will generate holds 
ratios for circulation activity in Evergreen?

Karen Prasse
Reference Librarian
Burlington Public Library
820 E. Washington Ave
Burlington, WA  98233
360-755-0760
kar...@burlingtonwa.gov<mailto:kar...@burlingtonwa.gov>
http://www.burlingtonwa.gov/library

Re: [OPEN-ILS-GENERAL] Holds Go Home

[Joan Kranich]

Hi Josh,

Thank you for this helpful information and clear explanation.  Especially 
clarifying how the timeframe works for an item that has not circulated in a 
long time.

I appreciate it.

It seems if the goal is to bring home the item sooner than later the htime 
might be best.

Joan

Joan Kranich
Member Services Supervisor
C/W MARS, Inc.
508-755-3323, ext. 321 or ext. 1

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Josh 
Stompro
Sent: Monday, August 8, 2016 3:04 PM
To: Evergreen Discussion Group <open-ils-general@list.georgialibraries.org>
Subject: Re: [OPEN-ILS-GENERAL] Holds Go Home

Hello Joan,

The techref for Holds-go-home says the following
http://git.evergreen-ils.org/?p=Evergreen.git;a=blob;f=docs/TechRef/Circ/holds-go-home.txt;hb=HEAD

   7  A copy prefers to fulfill a hold near its home when:
   8
   9 - The last event for a copy was NOT at home *and* ...
  10 - The copy has not circulated from home within the defined period 
*and* ...
  11 - The copy has neither departed from home by transit nor arrived at 
home
  12   by transit within the defined period.
  13

It looks like it is the checkout time/circulation.xact_start that is used as 
the circ time.

The code in master is at
http://git.evergreen-ils.org/?p=working/Evergreen.git;a=blob;f=Open-ILS/src/perlmods/lib/OpenILS/Application/Storage/Publisher/action.pm;hb=HEAD#l405

But that is for the shtime sort item.

“Traditional with Holds-go-home” uses the htime item for its first sort.


  90 _htime_ is a simpler version of the same, with all reference to transits
  91 removed, considering only circulations.  This means events become thin
  92 circulations, the "Did a transit bring copy home..." step in the flow chart
  93 goes away, etc. etc.

So neither of the options you gave is correct if I’m interpreting it correctly. 
 It only counts time from the last checkout at home and doesn’t consider 
transits.  So if an item sits on the shelf for 2 months after being returned, 
and then goes to another location to fill a hold, it will always try to come 
home after that hold is filled since it will be over 2 months since it was last 
checked out at home.

If you switched to the shtime sort, it would take transits into consideration.

Josh Stompro - LARL IT Director

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Joan 
Kranich
Sent: Monday, August 08, 2016 11:30 AM
To: 'Evergreen Discussion Group'
Subject: [OPEN-ILS-GENERAL] Holds Go Home

Hi,

We use the Library Setting Best-hold selection sort order and set it for 
Traditional with Holds-go-home.  We have set the Max foreign-circulation time 
to 2 months and it appears to work well.

Does anyone know if the max foreign circulation time begins when the item is 
set in transit to another library or when the item is checked out at the other 
(nonowning) library?

Here’s the description in the system:

Max foreign-circulation time
Time a copy can spend circulating away from its circ lib before returning there 
to fill a hold (if one exists there)

And from the Evergreen documentation:

The Holds-go-home and Holds-always-go-home options allow libraries to determine 
how long they want to allow items to transit outside of the item’s home 
library, before it must return to its home library to fulfill any holds that 
are to be picked up there. Libraries can set this time limit in the library 
setting Holds: Max foreign-circulation time. The Library Settings Editor can be 
found under Admin → Local Administration → Library Settings Editor.

Thanks.
Joan

Joan Kranich
Member Services Supervisor
C/W MARS, Inc.
508-755-3323, ext. 321 or ext. 1

Re: [OPEN-ILS-GENERAL] Holds Go Home

[Josh Stompro]

Hello Joan,

The techref for Holds-go-home says the following
http://git.evergreen-ils.org/?p=Evergreen.git;a=blob;f=docs/TechRef/Circ/holds-go-home.txt;hb=HEAD

   7  A copy prefers to fulfill a hold near its home when:
   8
   9 - The last event for a copy was NOT at home *and* ...
  10 - The copy has not circulated from home within the defined period 
*and* ...
  11 - The copy has neither departed from home by transit nor arrived at 
home
  12   by transit within the defined period.
  13

It looks like it is the checkout time/circulation.xact_start that is used as 
the circ time.

The code in master is at
http://git.evergreen-ils.org/?p=working/Evergreen.git;a=blob;f=Open-ILS/src/perlmods/lib/OpenILS/Application/Storage/Publisher/action.pm;hb=HEAD#l405

But that is for the shtime sort item.

“Traditional with Holds-go-home” uses the htime item for its first sort.


  90 _htime_ is a simpler version of the same, with all reference to transits
  91 removed, considering only circulations.  This means events become thin
  92 circulations, the "Did a transit bring copy home..." step in the flow chart
  93 goes away, etc. etc.

So neither of the options you gave is correct if I’m interpreting it correctly. 
 It only counts time from the last checkout at home and doesn’t consider 
transits.  So if an item sits on the shelf for 2 months after being returned, 
and then goes to another location to fill a hold, it will always try to come 
home after that hold is filled since it will be over 2 months since it was last 
checked out at home.

If you switched to the shtime sort, it would take transits into consideration.

Josh Stompro - LARL IT Director

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Joan 
Kranich
Sent: Monday, August 08, 2016 11:30 AM
To: 'Evergreen Discussion Group'
Subject: [OPEN-ILS-GENERAL] Holds Go Home

Hi,

We use the Library Setting Best-hold selection sort order and set it for 
Traditional with Holds-go-home.  We have set the Max foreign-circulation time 
to 2 months and it appears to work well.

Does anyone know if the max foreign circulation time begins when the item is 
set in transit to another library or when the item is checked out at the other 
(nonowning) library?

Here’s the description in the system:

Max foreign-circulation time
Time a copy can spend circulating away from its circ lib before returning there 
to fill a hold (if one exists there)

And from the Evergreen documentation:

The Holds-go-home and Holds-always-go-home options allow libraries to determine 
how long they want to allow items to transit outside of the item’s home 
library, before it must return to its home library to fulfill any holds that 
are to be picked up there. Libraries can set this time limit in the library 
setting Holds: Max foreign-circulation time. The Library Settings Editor can be 
found under Admin → Local Administration → Library Settings Editor.

Thanks.
Joan

Joan Kranich
Member Services Supervisor
C/W MARS, Inc.
508-755-3323, ext. 321 or ext. 1

[OPEN-ILS-GENERAL] Holds one more time

[Walz, Jennifer]

All -

Sorry to be so dense.   I think that we are getting close.   Not sure what this 
means:

This item could fulfill a hold request but capture has been delayed by policy.

   Where is that set and what should it be set to?   Too short?   Too long?
What policy?

Thanks!

Jennifer

--
Jennifer Walz, MLS - Head of ILS hold conundrums
Kinlaw Library -  Asbury University
One Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269
jlw...@asbury.edu

Re: [OPEN-ILS-GENERAL] Holds placed prior to status change (Hardy, Elaine)

[McCanna, Terran]

Hi Deanna,

Our libraries typically run reports to get lists of Missing items to check the 
shelves for them on a regular basis. It's a much more reliable and consistent 
way of recovering those items that have mysteriously reappeared, plus it helps 
you get a broad overview of how many items are missing overall and what subject 
areas they cover for collection maintenance and ordering.


Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmcca...@georgialibraries.org 

- Original Message -
From: Deana Cunningham deana.cunning...@granvillecounty.org
To: open-ils-general@list.georgialibraries.org
Sent: Thursday, February 27, 2014 6:23:20 PM
Subject: Re: [OPEN-ILS-GENERAL] Holds placed prior to status change (Hardy, 
Elaine)


Elaine, 


I see what you are saying, but I can minimize the possibility of an 
unsuspecting patron placing a hold by making missing items holdable but not 
OPAC visible. If a staff person should place a hold for the patron without 
noticing there are no items listed beneath the record in the staff client view 
of the OPAC, the hold will show up on the pull list and we will go look for it 
again. Sometimes books mysteriously reappear after traveling through space and 
time, so looking again is a good thing. If we still can't find it we will 
notify the patron that the item is missing and see if they want us to try ILL. 


Michele 


Can you give me a description of what the checkin modifier retarget local 
holds does? Does it mean whenever you check in an item it checks to see if 
there are any local holds that item can fill? What if the item belongs to 
another branch, and their patrons have holds on it as well? I am not referring 
to new items here, as we are not the branch that catalogs or enters new items 
in the system, and we don't have any age limitations on holds. 


And yes - when I went to admin - server administration - copy statuses and 
checked in the box for holdable under the statuses missing and trace old 
holds placed prior to the status change were triggered on check in. 


Thanks again Evergreen Community! It is grand to learn something new! 



Deana Cunningham 
Branch Manager, South Branch Library 
1550 S. Campus Dr. 
Creedmoor, NC 27522 
Phone: (919) 528-1752 
Fax: (919) 528-1376 
deana.cunning...@granvillecounty.org 

Re: [OPEN-ILS-GENERAL] Holds placed prior to status change (Hardy, Elaine)

[Maria Parker]

Hi Elaine,

Here at the Mary Ann Mongan Branch of the Kenton County Public Library, I have 
staff to run both missing and trace lists weekly so that we can search the 
shelves for the items. Also the staff members in both the Adult Services 
Department and the Circulation Department send items that are on the pull list 
to trace after 3 days. This allows us to find another copy if need be to fill 
the hold request and to prevent staff from looking constantly for the same 
items every day.

Hope this helps,

Maria

Maria Parker
Circulation Supervisor
Mary Ann Mongan Branch
502 Scott Boulevard
Covington, KY 41011

Telephone: 859-962-4060 ext. 4075
Fax :859-261-2676
Email: maria.par...@kentonlibrary.org



-Original Message-
From: open-ils-general-boun...@list.georgialibraries.org 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
McCanna, Terran
Sent: Friday, February 28, 2014 9:40 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Holds placed prior to status change (Hardy, 
Elaine)

Hi Deanna,

Our libraries typically run reports to get lists of Missing items to check the 
shelves for them on a regular basis. It's a much more reliable and consistent 
way of recovering those items that have mysteriously reappeared, plus it helps 
you get a broad overview of how many items are missing overall and what subject 
areas they cover for collection maintenance and ordering.


Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmcca...@georgialibraries.org 

- Original Message -
From: Deana Cunningham deana.cunning...@granvillecounty.org
To: open-ils-general@list.georgialibraries.org
Sent: Thursday, February 27, 2014 6:23:20 PM
Subject: Re: [OPEN-ILS-GENERAL] Holds placed prior to status change (Hardy, 
Elaine)


Elaine, 


I see what you are saying, but I can minimize the possibility of an 
unsuspecting patron placing a hold by making missing items holdable but not 
OPAC visible. If a staff person should place a hold for the patron without 
noticing there are no items listed beneath the record in the staff client view 
of the OPAC, the hold will show up on the pull list and we will go look for it 
again. Sometimes books mysteriously reappear after traveling through space and 
time, so looking again is a good thing. If we still can't find it we will 
notify the patron that the item is missing and see if they want us to try ILL. 


Michele 


Can you give me a description of what the checkin modifier retarget local 
holds does? Does it mean whenever you check in an item it checks to see if 
there are any local holds that item can fill? What if the item belongs to 
another branch, and their patrons have holds on it as well? I am not referring 
to new items here, as we are not the branch that catalogs or enters new items 
in the system, and we don't have any age limitations on holds. 


And yes - when I went to admin - server administration - copy statuses and 
checked in the box for holdable under the statuses missing and trace old 
holds placed prior to the status change were triggered on check in. 


Thanks again Evergreen Community! It is grand to learn something new! 



Deana Cunningham 
Branch Manager, South Branch Library 
1550 S. Campus Dr. 
Creedmoor, NC 27522 
Phone: (919) 528-1752 
Fax: (919) 528-1376 
deana.cunning...@granvillecounty.org 

Re: [OPEN-ILS-GENERAL] holds placed prior to status change

[Deana Cunningham]

Leslie -

Unfortunately, if the holds aren't triggered automatically at check in staff 
has no idea they need to go check and retarget holds for those items. I do 
assume the cron job to look for holds would find an item with a recently 
changed status, but I don't know as our's isn't working at the moment. If the 
hold was placed prior to the item being marked missing (we usually notice 
something is missing particularly because it shows up on a hold pull list) we 
already have a PR issue. Making the status holdable but keeping it from being 
OPAC visible allows the hold to be triggered if the item is checked in but 
patrons can't see the item to place a hold on it. I just double checked, and 
even the record is suppressed in the OPAC if I have the box under OPAC 
visible unchecked in the copy status editor.

I would be very interested in knowing about the third parallel process you 
added to your holds targeter. Are you with the system that runs the cron job to 
check for holds every 15 minutes for new items and daily for older items? I 
guess what I'm asking is, what are the three processes? We just have a single 
cron job set to check for holds every hour (which isn't even working correctly, 
at the moment).

Thanks again - and Happy Friday!

Deana

Deana Cunningham
Branch Manager, South Branch Library
1550 S. Campus Dr.
Creedmoor, NC 27522
Phone: (919) 528-1752
Fax: (919) 528-1376
deana.cunning...@granvillecounty.org

Re: [OPEN-ILS-GENERAL] Holds placed prior to status change (Hardy, Elaine)

[Michele Morgan]

Hi Deanna,

These checkin modifiers were added in Release 2.2 (I believe).

From the Launchpad bug:

2 - Retarget Local Holds / Retarget All Statuses

When checking in items that are owned by the library and are In process (or, 
with the second option selected, in general) attempt to find a local hold to 
retarget. This is intended to help with added an item to a popular bib, and it 
didn't target anything and/or added an item to a popular bib and it targeted 
a hold somewhere else before a local hold.

Essentially, it works on your items, and runs the hold targeter at each 
checkin, looking for the holds for pickup at your library. You should be aware 
that it can slow down checkins due to the hold targeter running.

Retarget local holds works for In Process items
Add Retarget all statuses (have both checked) to work on other statuses.

In all cases it works on your items and your holds.

Here’s a link to the full bug:

https://bugs.launchpad.net/evergreen/+bug/810748 

Hope this is helpful,
Michele

-- 
Michele Morgan, Technical Assistant
North of Boston Library Exchange, Danvers Massachusetts
mmor...@noblenet.org

On Feb 27, 2014, at 6:23 PM, Deana Cunningham 
deana.cunning...@granvillecounty.org wrote:

 Elaine,
 
 I see what you are saying, but I can minimize the possibility of an 
 unsuspecting patron placing a hold by making missing items holdable but not 
 OPAC visible. If a staff person should place a hold for the patron without 
 noticing there are no items listed beneath the record in the staff client 
 view of the OPAC, the hold will show up on the pull list and we will go look 
 for it again. Sometimes books mysteriously reappear after traveling through 
 space and time, so looking again is a good thing. If we still can't find it 
 we will notify the patron that the item is missing and see if they want us to 
 try ILL.
 
 Michele 
 
 Can you give me a description of what the checkin modifier retarget local 
 holds does? Does it mean whenever you check in an item it checks to see if 
 there are any local holds that item can fill? What if the item belongs to 
 another branch, and their patrons have holds on it as well? I am not 
 referring to new items here, as we are not the branch that catalogs or 
 enters new items in the system, and we don't have any age limitations on 
 holds.
 
 And yes - when I went to admin - server administration - copy statuses and 
 checked in the box for holdable under the statuses missing and trace 
 old holds placed prior to the status change were triggered on check in. 
 
 Thanks again Evergreen Community! It is grand to learn something new!
 
 Deana Cunningham
 Branch Manager, South Branch Library
 1550 S. Campus Dr.
 Creedmoor, NC 27522
 Phone: (919) 528-1752
 Fax: (919) 528-1376
 deana.cunning...@granvillecounty.org

Re: [OPEN-ILS-GENERAL] Holds placed prior to status change

[Hardy, Elaine]

Deana,

 

Try re-targeting the hold. That usually works for us.

 

If you have holds stalling set for opportunistic capture and the hold on
the item is within the timeframe of the stall, it won't capture when you
check it in. But, the holds targeter should capture it if you retarget -
actions for these holds - find another target. 

 

Elaine

J. Elaine Hardy
PINES  Collaborative Projects Manager
Georgia Public Library Service
1800 Century Place, Ste 150
Atlanta, Ga. 30345-4304

404.235-7128
404.235-7201, fax
eha...@georgialibraries.org
www.georgialibraries.org
www.georgialibraries.org/pines

From: open-ils-general-boun...@list.georgialibraries.org
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of
Deana Cunningham
Sent: Wednesday, February 26, 2014 5:05 PM
To: open-ils-general@list.georgialibraries.org
Subject: [OPEN-ILS-GENERAL] Holds placed prior to status change

 

Hi great brain! 

 

I was playing around today on our test server and have a question about
hold triggering. After an item has a status change to missing or
trace, any holds placed prior to that change are not getting triggered
upon item check in. I have tried checking the item in numerous times (to
see if maybe the first time when it changes the status back to
reshelving it would activate the hold for capture at the next check in,
but it did not. Placing a new hold on the item after the status has been
changed back to reshelving causes that hold to be triggered on
subsequent check ins, but the hold placed before changing to trace or
missing is not triggered.

 

Something I'm missing here?

 

I also realize the item should be caught during the regular check for
holds cron job (which is another problem we're having) but I am only
looking at opportunistic hold capturing right now.

 

Thanks!

 

Deana

 

Deana Cunningham 

Branch Manager, South Branch Library

1550 S. Campus Dr.

Creedmoor, NC 27522

Phone: (919) 528-1752

Fax: (919) 528-1376

deana.cunning...@granvillecounty.org

Re: [OPEN-ILS-GENERAL] Holds placed prior to status change

[Elisabeth Keppler]

We're new to Evergreen and have been struggling with holds on new items.
 We've had issues with Find Another Target messing up the holds queue, but
we may have been doing it incorrectly.

When you say to Find Another Target for the hold on top of the queue,
Tina, do you mean the first hold that appears when we click on View Holds
for the record?  This seems to be the newest hold and might not be for our
library's patron.  (We're in the NC Cardinal consortium.  Since we use
6-month age hold protection, holds outside Forsyth County won't be filled
by new items we add here.)  We tried filtering to holds for just the branch
where the new item was added, but that seems to have caused problems.
 Would you mind elaborating on your recommendation?

Thanks very much,
Lise Keppler
Forsyth County Public Library


On Wed, Feb 26, 2014 at 6:36 PM, Tina Ji (Project Sitka) 
t...@sitka.bclibraries.ca wrote:

 Hi Deana,

 If your 'missing' and 'trace' statuses are non-holdable, this is probably
 the expected behaviour. We experience the same thing with our hold targeter
 running every 15 mins for new holds (placed within 24 hours) and daily for
 old holds (placed 24 hours ago). So new holds may be targeted by a copy
 with newly achieved holdable status, but not the old ones.

 The opportunistic capture is related to the hold_copy_map, which is
 updated by the hold targeter, thus updated daily for old holds. Items with
 newly achieved holdable status is not in that table for old holds.

 We advise our sites doing Find Another Target for the hold on top of the
 queue or waiting for a day. The checkin modifier: Retarget Local Hold may
 help, to some extent.



 Tina



 Quoting Deana Cunningham deana.cunning...@granvillecounty.org:

  Hi great brain!

 I was playing around today on our test server and have a question  about
 hold triggering. After an item has a status change to  missing or
 trace, any holds placed prior to that change are not  getting triggered
 upon item check in. I have tried checking the item  in numerous times (to
 see if maybe the first time when it changes  the status back to
 reshelving it would activate the hold for  capture at the next check in,
 but it did not. Placing a new hold on  the item after the status has been
 changed back to reshelving  causes that hold to be triggered on
 subsequent check ins, but the  hold placed before changing to trace or
 missing is not triggered.

 Something I'm missing here?

 I also realize the item should be caught during the regular check  for
 holds cron job (which is another problem we're having) but I am  only
 looking at opportunistic hold capturing right now.

 Thanks!

 Deana

 Deana Cunningham
 Branch Manager, South Branch Library
 1550 S. Campus Dr.
 Creedmoor, NC 27522
 Phone: (919) 528-1752
 Fax: (919) 528-1376
 deana.cunning...@granvillecounty.org




 Tina Ji
 1-888-848-9250
 Trainer/Help Desk Specialist
 BC Libraries Cooperative/Sitka





-- 
Lise Keppler
Forsyth County Public Library
660 W 5th St
Winston Salem NC 27101
336-703-3070

Re: [OPEN-ILS-GENERAL] Holds placed prior to status change

[Hardy, Elaine]

Elizabeth,

 

It can take up to 24 hours for the targeter to recognize a new copy.
Retargeting does not help, in our experience. Try waiting 24 hours (or
overnight) after the item is added to the database and then checking it
in.

 

Elaine

J. Elaine Hardy
PINES  Collaborative Projects Manager
Georgia Public Library Service
1800 Century Place, Ste 150
Atlanta, Ga. 30345-4304

404.235-7128
404.235-7201, fax
eha...@georgialibraries.org
www.georgialibraries.org
www.georgialibraries.org/pines

From: open-ils-general-boun...@list.georgialibraries.org
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of
Elisabeth Keppler
Sent: Thursday, February 27, 2014 9:05 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Holds placed prior to status change

 

We're new to Evergreen and have been struggling with holds on new items.
We've had issues with Find Another Target messing up the holds queue, but
we may have been doing it incorrectly.  

 

When you say to Find Another Target for the hold on top of the queue,
Tina, do you mean the first hold that appears when we click on View Holds
for the record?  This seems to be the newest hold and might not be for our
library's patron.  (We're in the NC Cardinal consortium.  Since we use
6-month age hold protection, holds outside Forsyth County won't be filled
by new items we add here.)  We tried filtering to holds for just the
branch where the new item was added, but that seems to have caused
problems.  Would you mind elaborating on your recommendation?

 

Thanks very much,

Lise Keppler

Forsyth County Public Library

 

On Wed, Feb 26, 2014 at 6:36 PM, Tina Ji (Project Sitka)
t...@sitka.bclibraries.ca wrote:

Hi Deana,

If your 'missing' and 'trace' statuses are non-holdable, this is probably
the expected behaviour. We experience the same thing with our hold
targeter running every 15 mins for new holds (placed within 24 hours) and
daily for old holds (placed 24 hours ago). So new holds may be targeted by
a copy with newly achieved holdable status, but not the old ones.

The opportunistic capture is related to the hold_copy_map, which is
updated by the hold targeter, thus updated daily for old holds. Items with
newly achieved holdable status is not in that table for old holds.

We advise our sites doing Find Another Target for the hold on top of the
queue or waiting for a day. The checkin modifier: Retarget Local Hold may
help, to some extent.



Tina




Quoting Deana Cunningham deana.cunning...@granvillecounty.org:

Hi great brain!

I was playing around today on our test server and have a question  about
hold triggering. After an item has a status change to  missing or
trace, any holds placed prior to that change are not  getting triggered
upon item check in. I have tried checking the item  in numerous times (to
see if maybe the first time when it changes  the status back to
reshelving it would activate the hold for  capture at the next check in,
but it did not. Placing a new hold on  the item after the status has been
changed back to reshelving  causes that hold to be triggered on
subsequent check ins, but the  hold placed before changing to trace or
missing is not triggered.

Something I'm missing here?

I also realize the item should be caught during the regular check  for
holds cron job (which is another problem we're having) but I am  only
looking at opportunistic hold capturing right now.

Thanks!

Deana

Deana Cunningham
Branch Manager, South Branch Library
1550 S. Campus Dr.
Creedmoor, NC 27522
Phone: (919) 528-1752 tel:%28919%29%20528-1752 
Fax: (919) 528-1376 tel:%28919%29%20528-1376 
deana.cunning...@granvillecounty.org





Tina Ji
1-888-848-9250
Trainer/Help Desk Specialist
BC Libraries Cooperative/Sitka







 

-- 

Lise Keppler

Forsyth County Public Library

660 W 5th St

Winston Salem NC 27101

336-703-3070

Re: [OPEN-ILS-GENERAL] Holds placed prior to status change

[Laurie Love]

Lise:
I'm part of the NC Cardinal system also and Wilkes (Appalachian Regional) 
has been with Evergreen since 2011.  If you ever want to call or email me with 
questions, I'm happy to try to help.   The holds are really tricky with 
Evergreen and there are lots of  foibles.  The Find another Target is 
supposed to look for another title to satisfy the hold.  Doesn't always work in 
my experience though.
Laurie Love
Circ. Mgr.
Wilkes County Public Library
ll...@arlibrary.orgmailto:ll...@arlibrary.org
336-838-2818

From: open-ils-general-boun...@list.georgialibraries.org 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Elisabeth Keppler
Sent: Thursday, February 27, 2014 9:05 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Holds placed prior to status change

We're new to Evergreen and have been struggling with holds on new items.  We've 
had issues with Find Another Target messing up the holds queue, but we may have 
been doing it incorrectly.

When you say to Find Another Target for the hold on top of the queue, Tina, 
do you mean the first hold that appears when we click on View Holds for the 
record?  This seems to be the newest hold and might not be for our library's 
patron.  (We're in the NC Cardinal consortium.  Since we use 6-month age hold 
protection, holds outside Forsyth County won't be filled by new items we add 
here.)  We tried filtering to holds for just the branch where the new item was 
added, but that seems to have caused problems.  Would you mind elaborating on 
your recommendation?

Thanks very much,
Lise Keppler
Forsyth County Public Library

On Wed, Feb 26, 2014 at 6:36 PM, Tina Ji (Project Sitka) 
t...@sitka.bclibraries.camailto:t...@sitka.bclibraries.ca wrote:
Hi Deana,

If your 'missing' and 'trace' statuses are non-holdable, this is probably the 
expected behaviour. We experience the same thing with our hold targeter running 
every 15 mins for new holds (placed within 24 hours) and daily for old holds 
(placed 24 hours ago). So new holds may be targeted by a copy with newly 
achieved holdable status, but not the old ones.

The opportunistic capture is related to the hold_copy_map, which is updated by 
the hold targeter, thus updated daily for old holds. Items with newly achieved 
holdable status is not in that table for old holds.

We advise our sites doing Find Another Target for the hold on top of the queue 
or waiting for a day. The checkin modifier: Retarget Local Hold may help, to 
some extent.



Tina



Quoting Deana Cunningham 
deana.cunning...@granvillecounty.orgmailto:deana.cunning...@granvillecounty.org:
Hi great brain!

I was playing around today on our test server and have a question  about hold 
triggering. After an item has a status change to  missing or trace, any 
holds placed prior to that change are not  getting triggered upon item check 
in. I have tried checking the item  in numerous times (to see if maybe the 
first time when it changes  the status back to reshelving it would activate 
the hold for  capture at the next check in, but it did not. Placing a new hold 
on  the item after the status has been changed back to reshelving  causes 
that hold to be triggered on subsequent check ins, but the  hold placed before 
changing to trace or missing is not triggered.

Something I'm missing here?

I also realize the item should be caught during the regular check  for holds 
cron job (which is another problem we're having) but I am  only looking at 
opportunistic hold capturing right now.

Thanks!

Deana

Deana Cunningham
Branch Manager, South Branch Library
1550 S. Campus Dr.
Creedmoor, NC 27522
Phone: (919) 528-1752tel:%28919%29%20528-1752
Fax: (919) 528-1376tel:%28919%29%20528-1376
deana.cunning...@granvillecounty.orgmailto:deana.cunning...@granvillecounty.org


Tina Ji
1-888-848-9250tel:1-888-848-9250
Trainer/Help Desk Specialist
BC Libraries Cooperative/Sitka




--
Lise Keppler
Forsyth County Public Library
660 W 5th St
Winston Salem NC 27101
336-703-3070

Re: [OPEN-ILS-GENERAL] Holds placed prior to status change

[Elisabeth Keppler]

Thanks, everyone.  I really appreciate how generous Evergreen librarians
are with their knowledge and experience!

Out of curiosity, is it common practice out there to add hot new titles to
the catalog the day before their lay-down date so that holds can be filled
as soon as a title is released?  We have patrons who call first thing on
Tuesdays (mostly) to ask why their hold on the latest bestseller hasn't
been filled yet.  If we add items on lay-down day and stash them in the
back for 24 hours, they'll scream.

Lise Keppler


On Thu, Feb 27, 2014 at 9:17 AM, Laurie Love ll...@arlibrary.org wrote:

  Lise:

 I'm part of the NC Cardinal system also and Wilkes (Appalachian
 Regional) has been with Evergreen since 2011.  If you ever want to call or
 email me with questions, I'm happy to try to help.   The holds are really
 tricky with Evergreen and there are lots of  foibles.  The Find another
 Target is supposed to look for another title to satisfy the hold.  Doesn't
 always work in my experience though.

 Laurie Love

 Circ. Mgr.

 Wilkes County Public Library

 ll...@arlibrary.org

 336-838-2818



 *From:* open-ils-general-boun...@list.georgialibraries.org [mailto:
 open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Elisabeth
 Keppler
 *Sent:* Thursday, February 27, 2014 9:05 AM
 *To:* Evergreen Discussion Group
 *Subject:* Re: [OPEN-ILS-GENERAL] Holds placed prior to status change



 We're new to Evergreen and have been struggling with holds on new items.
  We've had issues with Find Another Target messing up the holds queue, but
 we may have been doing it incorrectly.



 When you say to Find Another Target for the hold on top of the queue,
 Tina, do you mean the first hold that appears when we click on View Holds
 for the record?  This seems to be the newest hold and might not be for our
 library's patron.  (We're in the NC Cardinal consortium.  Since we use
 6-month age hold protection, holds outside Forsyth County won't be filled
 by new items we add here.)  We tried filtering to holds for just the branch
 where the new item was added, but that seems to have caused problems.
  Would you mind elaborating on your recommendation?



 Thanks very much,

 Lise Keppler

 Forsyth County Public Library



 On Wed, Feb 26, 2014 at 6:36 PM, Tina Ji (Project Sitka) 
 t...@sitka.bclibraries.ca wrote:

 Hi Deana,

 If your 'missing' and 'trace' statuses are non-holdable, this is probably
 the expected behaviour. We experience the same thing with our hold targeter
 running every 15 mins for new holds (placed within 24 hours) and daily for
 old holds (placed 24 hours ago). So new holds may be targeted by a copy
 with newly achieved holdable status, but not the old ones.

 The opportunistic capture is related to the hold_copy_map, which is
 updated by the hold targeter, thus updated daily for old holds. Items with
 newly achieved holdable status is not in that table for old holds.

 We advise our sites doing Find Another Target for the hold on top of the
 queue or waiting for a day. The checkin modifier: Retarget Local Hold may
 help, to some extent.



 Tina




 Quoting Deana Cunningham deana.cunning...@granvillecounty.org:

 Hi great brain!

 I was playing around today on our test server and have a question  about
 hold triggering. After an item has a status change to  missing or
 trace, any holds placed prior to that change are not  getting triggered
 upon item check in. I have tried checking the item  in numerous times (to
 see if maybe the first time when it changes  the status back to
 reshelving it would activate the hold for  capture at the next check in,
 but it did not. Placing a new hold on  the item after the status has been
 changed back to reshelving  causes that hold to be triggered on
 subsequent check ins, but the  hold placed before changing to trace or
 missing is not triggered.

 Something I'm missing here?

 I also realize the item should be caught during the regular check  for
 holds cron job (which is another problem we're having) but I am  only
 looking at opportunistic hold capturing right now.

 Thanks!

 Deana

 Deana Cunningham
 Branch Manager, South Branch Library
 1550 S. Campus Dr.
 Creedmoor, NC 27522
 Phone: (919) 528-1752
 Fax: (919) 528-1376
 deana.cunning...@granvillecounty.org



   Tina Ji
 1-888-848-9250
 Trainer/Help Desk Specialist
 BC Libraries Cooperative/Sitka





 --

 Lise Keppler

 Forsyth County Public Library

 660 W 5th St

 Winston Salem NC 27101

 336-703-3070




-- 
Lise Keppler
Forsyth County Public Library
660 W 5th St
Winston Salem NC 27101
336-703-3070

Re: [OPEN-ILS-GENERAL] Holds placed prior to status change

[Mary Toma]

We catalogue our on order items and allow patrons put holds on before they
arrive.  When the items arrive we check for those that have holds (the
status is changed from on order to cataloging so that staff know the item
has arrived) and those are fast tracked through processing. I put a
coloured slip of paper into those items that have holds so that staff know
to fast track them.

Mary Toma
South Central Regional Library
Winkler, MB


On Thu, Feb 27, 2014 at 8:46 AM, Elisabeth Keppler keppl...@forsyth.ccwrote:

 Thanks, everyone.  I really appreciate how generous Evergreen librarians
 are with their knowledge and experience!

 Out of curiosity, is it common practice out there to add hot new titles to
 the catalog the day before their lay-down date so that holds can be filled
 as soon as a title is released?  We have patrons who call first thing on
 Tuesdays (mostly) to ask why their hold on the latest bestseller hasn't
 been filled yet.  If we add items on lay-down day and stash them in the
 back for 24 hours, they'll scream.

 Lise Keppler


 On Thu, Feb 27, 2014 at 9:17 AM, Laurie Love ll...@arlibrary.org wrote:

  Lise:

 I'm part of the NC Cardinal system also and Wilkes (Appalachian
 Regional) has been with Evergreen since 2011.  If you ever want to call or
 email me with questions, I'm happy to try to help.   The holds are really
 tricky with Evergreen and there are lots of  foibles.  The Find another
 Target is supposed to look for another title to satisfy the hold.  Doesn't
 always work in my experience though.

 Laurie Love

 Circ. Mgr.

 Wilkes County Public Library

 ll...@arlibrary.org

 336-838-2818



 *From:* open-ils-general-boun...@list.georgialibraries.org [mailto:
 open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Elisabeth
 Keppler
 *Sent:* Thursday, February 27, 2014 9:05 AM
 *To:* Evergreen Discussion Group
 *Subject:* Re: [OPEN-ILS-GENERAL] Holds placed prior to status change



 We're new to Evergreen and have been struggling with holds on new items.
  We've had issues with Find Another Target messing up the holds queue, but
 we may have been doing it incorrectly.



 When you say to Find Another Target for the hold on top of the queue,
 Tina, do you mean the first hold that appears when we click on View Holds
 for the record?  This seems to be the newest hold and might not be for our
 library's patron.  (We're in the NC Cardinal consortium.  Since we use
 6-month age hold protection, holds outside Forsyth County won't be filled
 by new items we add here.)  We tried filtering to holds for just the branch
 where the new item was added, but that seems to have caused problems.
  Would you mind elaborating on your recommendation?



 Thanks very much,

 Lise Keppler

 Forsyth County Public Library



 On Wed, Feb 26, 2014 at 6:36 PM, Tina Ji (Project Sitka) 
 t...@sitka.bclibraries.ca wrote:

 Hi Deana,

 If your 'missing' and 'trace' statuses are non-holdable, this is probably
 the expected behaviour. We experience the same thing with our hold targeter
 running every 15 mins for new holds (placed within 24 hours) and daily for
 old holds (placed 24 hours ago). So new holds may be targeted by a copy
 with newly achieved holdable status, but not the old ones.

 The opportunistic capture is related to the hold_copy_map, which is
 updated by the hold targeter, thus updated daily for old holds. Items with
 newly achieved holdable status is not in that table for old holds.

 We advise our sites doing Find Another Target for the hold on top of the
 queue or waiting for a day. The checkin modifier: Retarget Local Hold may
 help, to some extent.



 Tina




 Quoting Deana Cunningham deana.cunning...@granvillecounty.org:

 Hi great brain!

 I was playing around today on our test server and have a question  about
 hold triggering. After an item has a status change to  missing or
 trace, any holds placed prior to that change are not  getting triggered
 upon item check in. I have tried checking the item  in numerous times (to
 see if maybe the first time when it changes  the status back to
 reshelving it would activate the hold for  capture at the next check in,
 but it did not. Placing a new hold on  the item after the status has been
 changed back to reshelving  causes that hold to be triggered on
 subsequent check ins, but the  hold placed before changing to trace or
 missing is not triggered.

 Something I'm missing here?

 I also realize the item should be caught during the regular check  for
 holds cron job (which is another problem we're having) but I am  only
 looking at opportunistic hold capturing right now.

 Thanks!

 Deana

 Deana Cunningham
 Branch Manager, South Branch Library
 1550 S. Campus Dr.
 Creedmoor, NC 27522
 Phone: (919) 528-1752
 Fax: (919) 528-1376
 deana.cunning...@granvillecounty.org



   Tina Ji
 1-888-848-9250
 Trainer/Help Desk Specialist
 BC Libraries Cooperative/Sitka





 --

 Lise Keppler

 Forsyth County Public Library

 660 W 5th St

Re: [OPEN-ILS-GENERAL] Holds placed prior to status change

[Lynn Floyd]

We generally add the titles before release date, and keep them in the
In-processing status.  This allows the holds to be placed, but the title is
technically unavailable.  Then release date, we check them all in and
capture the holds.  We generally do it this way because of the amount of
titles in general we catalog. Also patrons then can place their own holds on
the title, when it shows up in the catalog.

 

Lynn Floyd 
lfl...@andersonlibrary.org 
Anderson County Library 
864-260-4500 x181 
http://www.andersonlibrary.org http://www.andersonlibrary.org/  
  

 

From: open-ils-general-boun...@list.georgialibraries.org
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of
Elisabeth Keppler
Sent: Thursday, February 27, 2014 9:46 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Holds placed prior to status change

 

Thanks, everyone.  I really appreciate how generous Evergreen librarians are
with their knowledge and experience!

 

Out of curiosity, is it common practice out there to add hot new titles to
the catalog the day before their lay-down date so that holds can be filled
as soon as a title is released?  We have patrons who call first thing on
Tuesdays (mostly) to ask why their hold on the latest bestseller hasn't been
filled yet.  If we add items on lay-down day and stash them in the back for
24 hours, they'll scream.

 

Lise Keppler

 

On Thu, Feb 27, 2014 at 9:17 AM, Laurie Love ll...@arlibrary.org wrote:

Lise:

I'm part of the NC Cardinal system also and Wilkes (Appalachian
Regional) has been with Evergreen since 2011.  If you ever want to call or
email me with questions, I'm happy to try to help.   The holds are really
tricky with Evergreen and there are lots of  foibles.  The Find another
Target is supposed to look for another title to satisfy the hold.  Doesn't
always work in my experience though.

Laurie Love

Circ. Mgr.

Wilkes County Public Library

ll...@arlibrary.org

336-838-2818

 

From: open-ils-general-boun...@list.georgialibraries.org
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of
Elisabeth Keppler
Sent: Thursday, February 27, 2014 9:05 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Holds placed prior to status change

 

We're new to Evergreen and have been struggling with holds on new items.
We've had issues with Find Another Target messing up the holds queue, but we
may have been doing it incorrectly.  

 

When you say to Find Another Target for the hold on top of the queue,
Tina, do you mean the first hold that appears when we click on View Holds
for the record?  This seems to be the newest hold and might not be for our
library's patron.  (We're in the NC Cardinal consortium.  Since we use
6-month age hold protection, holds outside Forsyth County won't be filled by
new items we add here.)  We tried filtering to holds for just the branch
where the new item was added, but that seems to have caused problems.  Would
you mind elaborating on your recommendation?

 

Thanks very much,

Lise Keppler

Forsyth County Public Library

 

On Wed, Feb 26, 2014 at 6:36 PM, Tina Ji (Project Sitka)
t...@sitka.bclibraries.ca wrote:

Hi Deana,

If your 'missing' and 'trace' statuses are non-holdable, this is probably
the expected behaviour. We experience the same thing with our hold targeter
running every 15 mins for new holds (placed within 24 hours) and daily for
old holds (placed 24 hours ago). So new holds may be targeted by a copy with
newly achieved holdable status, but not the old ones.

The opportunistic capture is related to the hold_copy_map, which is updated
by the hold targeter, thus updated daily for old holds. Items with newly
achieved holdable status is not in that table for old holds.

We advise our sites doing Find Another Target for the hold on top of the
queue or waiting for a day. The checkin modifier: Retarget Local Hold may
help, to some extent.



Tina




Quoting Deana Cunningham deana.cunning...@granvillecounty.org:

Hi great brain!

I was playing around today on our test server and have a question  about
hold triggering. After an item has a status change to  missing or trace,
any holds placed prior to that change are not  getting triggered upon item
check in. I have tried checking the item  in numerous times (to see if maybe
the first time when it changes  the status back to reshelving it would
activate the hold for  capture at the next check in, but it did not. Placing
a new hold on  the item after the status has been changed back to
reshelving  causes that hold to be triggered on subsequent check ins, but
the  hold placed before changing to trace or missing is not triggered.

Something I'm missing here?

I also realize the item should be caught during the regular check  for
holds cron job (which is another problem we're having) but I am  only
looking at opportunistic hold capturing right now.

Thanks!

Deana

Deana Cunningham
Branch Manager, South Branch Library
1550 S. Campus Dr

Re: [OPEN-ILS-GENERAL] Holds placed prior to status change

[Sarah Childs]

This is our process as well. Also, we don't use acquisitions yet, but 
if we have a request for an item, we add an on order record so that the 
holds can be placed. This way we don't get a pile up of patron request 
slips for popular items.


---
Sarah Childs
Technical Services Department Head
Hussey-Mayfield Memorial Public Library
250 North Fifth Street
Zionsville, IN 46077
317-873-3149 x13330
sar...@zionsville.lib.in.us

On 2014-02-27 09:52, Lynn Floyd wrote:

We generally add the titles before release date, and keep them in the
In-processing status.  This allows the holds to be placed, but the 
title is

technically unavailable.  Then release date, we check them all in and
capture the holds.  We generally do it this way because of the amount 
of
titles in general we catalog. Also patrons then can place their own 
holds on

the title, when it shows up in the catalog.



Lynn Floyd
lfl...@andersonlibrary.org
Anderson County Library
864-260-4500 x181
http://www.andersonlibrary.org http://www.andersonlibrary.org/




From: open-ils-general-boun...@list.georgialibraries.org
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf 
Of

Elisabeth Keppler
Sent: Thursday, February 27, 2014 9:46 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Holds placed prior to status change



Thanks, everyone.  I really appreciate how generous Evergreen 
librarians are

with their knowledge and experience!



Out of curiosity, is it common practice out there to add hot new 
titles to
the catalog the day before their lay-down date so that holds can be 
filled
as soon as a title is released?  We have patrons who call first thing 
on
Tuesdays (mostly) to ask why their hold on the latest bestseller 
hasn't been
filled yet.  If we add items on lay-down day and stash them in the 
back for

24 hours, they'll scream.



Lise Keppler



On Thu, Feb 27, 2014 at 9:17 AM, Laurie Love ll...@arlibrary.org 
wrote:


Lise:

I'm part of the NC Cardinal system also and Wilkes (Appalachian
Regional) has been with Evergreen since 2011.  If you ever want to 
call or
email me with questions, I'm happy to try to help.   The holds are 
really
tricky with Evergreen and there are lots of  foibles.  The Find 
another
Target is supposed to look for another title to satisfy the hold.  
Doesn't

always work in my experience though.

Laurie Love

Circ. Mgr.

Wilkes County Public Library

ll...@arlibrary.org

336-838-2818



From: open-ils-general-boun...@list.georgialibraries.org
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf 
Of

Elisabeth Keppler
Sent: Thursday, February 27, 2014 9:05 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Holds placed prior to status change



We're new to Evergreen and have been struggling with holds on new 
items.
We've had issues with Find Another Target messing up the holds queue, 
but we

may have been doing it incorrectly.



When you say to Find Another Target for the hold on top of the 
queue,
Tina, do you mean the first hold that appears when we click on View 
Holds
for the record?  This seems to be the newest hold and might not be for 
our

library's patron.  (We're in the NC Cardinal consortium.  Since we use
6-month age hold protection, holds outside Forsyth County won't be 
filled by
new items we add here.)  We tried filtering to holds for just the 
branch
where the new item was added, but that seems to have caused problems.  
Would

you mind elaborating on your recommendation?



Thanks very much,

Lise Keppler

Forsyth County Public Library



On Wed, Feb 26, 2014 at 6:36 PM, Tina Ji (Project Sitka)
t...@sitka.bclibraries.ca wrote:

Hi Deana,

If your 'missing' and 'trace' statuses are non-holdable, this is 
probably
the expected behaviour. We experience the same thing with our hold 
targeter
running every 15 mins for new holds (placed within 24 hours) and daily 
for
old holds (placed 24 hours ago). So new holds may be targeted by a 
copy with

newly achieved holdable status, but not the old ones.

The opportunistic capture is related to the hold_copy_map, which is 
updated
by the hold targeter, thus updated daily for old holds. Items with 
newly

achieved holdable status is not in that table for old holds.

We advise our sites doing Find Another Target for the hold on top of 
the
queue or waiting for a day. The checkin modifier: Retarget Local Hold 
may

help, to some extent.



Tina




Quoting Deana Cunningham deana.cunning...@granvillecounty.org:

Hi great brain!

I was playing around today on our test server and have a question  
about
hold triggering. After an item has a status change to  missing or 
trace,
any holds placed prior to that change are not  getting triggered upon 
item
check in. I have tried checking the item  in numerous times (to see if 
maybe
the first time when it changes  the status back to reshelving it 
would
activate the hold for  capture at the next check in, but it did not. 
Placing

a new hold on  the item

Re: [OPEN-ILS-GENERAL] Holds placed prior to status change

[Tina Ji (Project Sitka)]

Hi Lise,



When you say to Find Another Target for the hold on top of the queue,
Tina, do you mean the first hold that appears when we click on View Holds
for the record?


I mean the next hold that should be filled according to the adopted  
hold filling method. Most of our libraries fill holds by request time.  
So they sort holds by request time to find out the next hold to Find  
Another Target. Now we are on 2.4. There is the hold queue position  
field on View Holds. Libraries can sort the holds by queue position.  
Evergreen's displaying holds for the selected branch only or all  
pickup locations makes it harder to find out the next hold when the  
holds are queued within a system with multiple branches. Queue  
position can be a clue telling staff whether they need to view all  
holds.




This seems to be the newest hold and might not be for our

library's patron.  (We're in the NC Cardinal consortium.  Since we use
6-month age hold protection, holds outside Forsyth County won't be filled
by new items we add here.)  We tried filtering to holds for just the branch
where the new item was added, but that seems to have caused problems.
 Would you mind elaborating on your recommendation?

Thanks very much,
Lise Keppler
Forsyth County Public Library






Tina Ji
1-888-848-9250
Trainer/Help Desk Specialist
BC Libraries Cooperative/Sitka

Re: [OPEN-ILS-GENERAL] Holds placed prior to status change

[Elisabeth Keppler]

Thanks, Tina.  I wonder if being part of a consortium that uses age hold
protection will cause problems.  If all of my library system's holds are
down a ways on the queue, would I select the highest hold for my system
rather than the top hold on the entire queue?  Will this cause problems for
other consortium members?

Lise


On Thu, Feb 27, 2014 at 12:05 PM, Tina Ji (Project Sitka) 
t...@sitka.bclibraries.ca wrote:

 Hi Lise,



  When you say to Find Another Target for the hold on top of the queue,
 Tina, do you mean the first hold that appears when we click on View Holds
 for the record?


 I mean the next hold that should be filled according to the adopted hold
 filling method. Most of our libraries fill holds by request time. So they
 sort holds by request time to find out the next hold to Find Another
 Target. Now we are on 2.4. There is the hold queue position field on View
 Holds. Libraries can sort the holds by queue position. Evergreen's
 displaying holds for the selected branch only or all pickup locations makes
 it harder to find out the next hold when the holds are queued within a
 system with multiple branches. Queue position can be a clue telling staff
 whether they need to view all holds.




 This seems to be the newest hold and might not be for our

 library's patron.  (We're in the NC Cardinal consortium.  Since we use
 6-month age hold protection, holds outside Forsyth County won't be filled
 by new items we add here.)  We tried filtering to holds for just the
 branch
 where the new item was added, but that seems to have caused problems.
  Would you mind elaborating on your recommendation?

 Thanks very much,
 Lise Keppler
 Forsyth County Public Library





 Tina Ji
 1-888-848-9250
 Trainer/Help Desk Specialist
 BC Libraries Cooperative/Sitka





-- 
Lise Keppler
Forsyth County Public Library
660 W 5th St
Winston Salem NC 27101
336-703-3070

Re: [OPEN-ILS-GENERAL] Holds placed prior to status change

[Tina Ji (Project Sitka)]

Hi Lise,

We have some groups of libraries/systems sharing resources among  
themselves. Some of them libraries use age protect, too. But we don't  
have consortium level resource sharing. I see multiple hold queues for  
holds to be filled by different item groups on View Holds. So I guess  
you will see a hold picked up at your system  with position 1, if your  
hold setting is not much different.


Tina





Quoting Elisabeth Keppler keppl...@forsyth.cc:


Thanks, Tina.  I wonder if being part of a consortium that uses age hold
protection will cause problems.  If all of my library system's holds are
down a ways on the queue, would I select the highest hold for my system
rather than the top hold on the entire queue?  Will this cause problems for
other consortium members?

Lise






Tina Ji
1-888-848-9250
Trainer/Help Desk Specialist
BC Libraries Cooperative/Sitka

Re: [OPEN-ILS-GENERAL] Holds placed prior to status change

[St. John, Leslie]

I've been analyzing our holds processes for a while and your conversation got 
me going back around to do some double checking a couple of things.  So we just 
performed a test on the scenario presented; a copy is missing, then found, 
checked-in but not immediately targeted; and reconfirmed what others have said 
that retargeting the previously missing and now available copy results in an 
immediate retarget.  However when examining why a hold is not triggered please 
consider that it is not only the item that must pass the test for the hold, 
but the patron and library have an effect on hold targeting also. 

Also under consideration should be how often the targeter runs and how long it 
take to finish its process.  A third parallel process was added to our holds 
targeter which allowed the targeter to finish its processing, which wasn't 
happening, and also resulted in vastly improved time for targeting new items. 
You may not need three processes as we are a fairly large consortium but it's 
something that could be explored.

On making the missing status holdable, consider if holds being allowed on 
copies that will never become available (we don't find all of our missing 
items) is what is desired.  It really won't solve the original problem plus 
will result in some collateral damage as now holds that will never be filled 
will have to be identified and an explanation provided to patrons as to why 
they were allowed to place holds on items they can't get. I do hate those 
avoidable PR issues so much as I've developed a low tolerance for screaming 
patrons. 

Hope this helps some.

-- 

Leslie St. John 
PINES Consultant
Georgia Public Library Service 
A Unit of the University System of Georgia 
1800 Century Place, Suite 150 
Atlanta, GA 30345-4304 
lstj...@georgialibraries.org 
pines.georgialibraries.org 

Re: [OPEN-ILS-GENERAL] Holds placed prior to status change (Hardy, Elaine)

[Deana Cunningham]

Elaine,

I see what you are saying, but I can minimize the possibility of an 
unsuspecting patron placing a hold by making missing items holdable but not 
OPAC visible. If a staff person should place a hold for the patron without 
noticing there are no items listed beneath the record in the staff client view 
of the OPAC, the hold will show up on the pull list and we will go look for it 
again. Sometimes books mysteriously reappear after traveling through space and 
time, so looking again is a good thing. If we still can't find it we will 
notify the patron that the item is missing and see if they want us to try ILL.

Michele

Can you give me a description of what the checkin modifier retarget local 
holds does? Does it mean whenever you check in an item it checks to see if 
there are any local holds that item can fill? What if the item belongs to 
another branch, and their patrons have holds on it as well? I am not referring 
to new items here, as we are not the branch that catalogs or enters new items 
in the system, and we don't have any age limitations on holds.

And yes - when I went to admin - server administration - copy statuses and 
checked in the box for holdable under the statuses missing and trace old 
holds placed prior to the status change were triggered on check in.

Thanks again Evergreen Community! It is grand to learn something new!

Deana Cunningham
Branch Manager, South Branch Library
1550 S. Campus Dr.
Creedmoor, NC 27522
Phone: (919) 528-1752
Fax: (919) 528-1376
deana.cunning...@granvillecounty.org

[OPEN-ILS-GENERAL] Holds placed prior to status change

[Deana Cunningham]

Hi great brain!

I was playing around today on our test server and have a question about hold 
triggering. After an item has a status change to missing or trace, any 
holds placed prior to that change are not getting triggered upon item check in. 
I have tried checking the item in numerous times (to see if maybe the first 
time when it changes the status back to reshelving it would activate the hold 
for capture at the next check in, but it did not. Placing a new hold on the 
item after the status has been changed back to reshelving causes that hold to 
be triggered on subsequent check ins, but the hold placed before changing to 
trace or missing is not triggered.

Something I'm missing here?

I also realize the item should be caught during the regular check for holds 
cron job (which is another problem we're having) but I am only looking at 
opportunistic hold capturing right now.

Thanks!

Deana

Deana Cunningham
Branch Manager, South Branch Library
1550 S. Campus Dr.
Creedmoor, NC 27522
Phone: (919) 528-1752
Fax: (919) 528-1376
deana.cunning...@granvillecounty.org

Re: [OPEN-ILS-GENERAL] Holds placed prior to status change

[Tina Ji (Project Sitka)]

Hi Deana,

If your 'missing' and 'trace' statuses are non-holdable, this is  
probably the expected behaviour. We experience the same thing with our  
hold targeter running every 15 mins for new holds (placed within 24  
hours) and daily for old holds (placed 24 hours ago). So new holds may  
be targeted by a copy with newly achieved holdable status, but not the  
old ones.


The opportunistic capture is related to the hold_copy_map, which is  
updated by the hold targeter, thus updated daily for old holds. Items  
with newly achieved holdable status is not in that table for old holds.


We advise our sites doing Find Another Target for the hold on top of  
the queue or waiting for a day. The checkin modifier: Retarget Local  
Hold may help, to some extent.




Tina


Quoting Deana Cunningham deana.cunning...@granvillecounty.org:


Hi great brain!

I was playing around today on our test server and have a question   
about hold triggering. After an item has a status change to   
missing or trace, any holds placed prior to that change are not   
getting triggered upon item check in. I have tried checking the item  
 in numerous times (to see if maybe the first time when it changes   
the status back to reshelving it would activate the hold for   
capture at the next check in, but it did not. Placing a new hold on   
the item after the status has been changed back to reshelving   
causes that hold to be triggered on subsequent check ins, but the   
hold placed before changing to trace or missing is not triggered.


Something I'm missing here?

I also realize the item should be caught during the regular check   
for holds cron job (which is another problem we're having) but I am  
 only looking at opportunistic hold capturing right now.


Thanks!

Deana

Deana Cunningham
Branch Manager, South Branch Library
1550 S. Campus Dr.
Creedmoor, NC 27522
Phone: (919) 528-1752
Fax: (919) 528-1376
deana.cunning...@granvillecounty.org





Tina Ji
1-888-848-9250
Trainer/Help Desk Specialist
BC Libraries Cooperative/Sitka

[OPEN-ILS-GENERAL] Holds and grocery bills

[Deana Cunningham]

Hi all,

We are having problems with Evergreen not searching for holds regularly. I have 
holds that were placed on November 15 that the previous check time was also 
November 15. Is there a script or something we are supposed to run to have 
Evergreen continue to check for items to fill these holds?

I also have a question about adding a new grocery bill type. The cost of 
lost/damaged items needs to be included as grocery because of incomplete 
information in the records we uploaded from our legacy system. I have added 
this bill under Admin - Server Administration - Billing Types but it does not 
show up under the drop down list when in the bill patron dialogue screen. Other 
billing types we have set up do show, but for some reason Lost/Damaged 
Materials does not. I even tried changing the name thinking that perhaps 
Evergreen sees that terminology as specific to circulation bills as opposed to 
grocery bills, but no luck. Is there a script that needs to be run to update 
this?

Any help will be greatly appreciated!

Deana Cunningham
Branch Manager, South Branch Library
1550 S. Campus Dr.
Creedmoor, NC 27522
Phone: (919) 528-1752
Fax: (919) 528-1376
deana.cunning...@granvillecounty.org

Re: [OPEN-ILS-GENERAL] Holds and grocery bills

[Jason Stephenson]

On 12/04/2013 10:22 AM, Deana Cunningham wrote:
 Hi all,
 
 We are having problems with Evergreen not searching for holds regularly.
 I have holds that were placed on November 15 that the previous check
 time was also November 15. Is there a script or something we are
 supposed to run to have Evergreen continue to check for items to fill
 these holds?

Yes, /openils/bin/hold_targeter.pl should be run periodically. We run
ours every 15 minutes via cron on our server. You may find that hourly
or even daily is sufficient.

 
 I also have a question about adding a new grocery bill type. The cost
 of lost/damaged items needs to be included as grocery because of
 incomplete information in the records we uploaded from our legacy
 system. I have added this bill under Admin - Server Administration -
 Billing Types but it does not show up under the drop down list when in
 the bill patron dialogue screen. Other billing types we have set up do
 show, but for some reason Lost/Damaged Materials does not. I even tried
 changing the name thinking that perhaps Evergreen sees that terminology
 as specific to circulation bills as opposed to grocery bills, but no
 luck. Is there a script that needs to be run to update this?

Did you log out of the client and log back in after adding the billing
type? Some of the things that you configure need you to log out and back
in so that your client will download the new settings.

 
 Any help will be greatly appreciated!
 
 Deana Cunningham
 Branch Manager, South Branch Library
 1550 S. Campus Dr.
 Creedmoor, NC 27522
 Phone: (919) 528-1752
 Fax: (919) 528-1376
 deana.cunning...@granvillecounty.org


-- 
Jason Stephenson
Assistant Director for Technology Services
Merrimack Valley Library Consortium

[OPEN-ILS-GENERAL] Holds Go Home

[Joan Kranich]

Hello,

C/W MARS is on release 2.4 and preparing to implement Holds Go Home with a Max 
foreign-circulation time of a few months.

If you have implemented Holds Go Home can you tell me if it is working well and 
how the experience has been for you?

Thank you.

Joan

Joan Kranich
C/W MARS Member Services
jkran...@cwmars.org
508-755-3323 ext. 21

Re: [OPEN-ILS-GENERAL] Holds in Evergreen and order notifications

[Martha Driscoll]

Jill,
Because Evergreen lets you query the database using SQL, it's pretty 
simple to create purchase alert lists.  We run a script daily that 
creates a purchase alert list for each of our member libraries.  The 
report is based on the ratio of number of holds to the number of copies 
owned.  Each library can define their own ratio.


Here is one of the reports:

http://evergreen.noblenet.org/noble_stats/purchase_alerts.php?library=Danvers

The data for the report is gathered via SQL nightly then a PHP script 
formats the report for the particular library. I'm not sure you need to 
be a programmer to use SQL and PHP, but chances are if you are running 
an Evergreen system you will have someone with those skills nearby.


I believe Evergreen's built in reports function could also be used to 
create such a report, although I have not used it to do so.


Martha Driscoll
Systems Manager
North of Boston Library Exchange
Danvers, Massachusetts
www.noblenet.org

On 2/15/2013 10:33 AM, Jill Minor wrote:

We’re curious: is there a way to set Evergreen up to flag books with a
ceiling of holds (like say 8) to notify staff that more copies need to
be purchased? Or do you need to be a programmer and use SQL or PHP to
make that work?

phpp2mebdAM.jpg

Jill Minor

Electronic Services Librarian

Washington County Public Library

205 Oak Hill St

Abingdon, VA 24201

276-676-6298

http://www.wcpl.net http://www.wcpl.net/

Twitter:jillrhudy http://www.twitter.com/jillrhudy

I link patrons and staff

to technology.

[OPEN-ILS-GENERAL] Holds for book club sets

[Michael Schell]

Hi,

I'm wondering how other systems are dealing with book club sets, specifically 
if there is a way to allow book club sets to be put on hold for the future, say 
3-months in advance. I was looking at suspended holds but that doesn't seem to 
ensure the item will be available the week the book club wants the set. Ideas? 
Is this what the booking feature is for?

Thanks,

Michael Schell
Systems Administrator
Fort Erie Public Library
905-871-2546 x301
msch...@fepl.ca
http://www.fepl.ca

Re: [OPEN-ILS-GENERAL] Holds for book club sets

[Cynthia Williamson]

HI Michael - the booking feature will definitely do this for you.  If you
have a barcode for a set, you're ready to go.   You need to build in some
elbow room-  meaning time between bookings, for example if you want a set
back 2 days before it is going out again, your elbow room would be 2 days.
I think that setting is in the client now.  We use the booking feature to
allow faculty to hold DVDs for specific classes and we built in some elbow
room for shipping time to get them to other campuses.
Lemme know if you need more info.
Cynthia

On Tue, Oct 2, 2012 at 11:01 AM, Michael Schell 
msch...@forterie.library.on.ca wrote:

 Hi,

 I'm wondering how other systems are dealing with book club sets,
 specifically if there is a way to allow book club sets to be put on hold
 for the future, say 3-months in advance. I was looking at suspended holds
 but that doesn't seem to ensure the item will be available the week the
 book club wants the set. Ideas? Is this what the booking feature is for?

 Thanks,

 Michael Schell
 Systems Administrator
 Fort Erie Public Library
 905-871-2546 x301
 msch...@fepl.ca
 http://www.fepl.ca




-- 
*Edith Hamilton wrote: It has always seemed strange to me that in our
endless discussions about education so little stress is laid on the
pleasure of becoming an educated person, the enormous interest it adds to
life. To be able to be caught up into the world of thought -- that is to be
educated.*

[OPEN-ILS-GENERAL] Holds Functionality - Looking for Development Partners

[Amy Terlaga]

Hi all-

 

One of our multi-branch libraries is looking for additional holds
functionality so that holds between their branches work better than they
currently do.

 

Here's the situation, described by Ben Shum:

A library system has multiple branches, and each
owns their own copies/patrons.  Library A owns a copy of an item and
Library B does not.  But patrons from both A and B place holds against the
material.
Because of how holds target / opportunistically capture, the patrons at
Library A receive the item first while the item continues to circulate in
and out of Library A, while the patrons at Library B never get their
holds fulfilled.  It would be preferred that Library A's copy be used to
fill
holds for both Library A and B's patrons in the order the hold was placed
regardless of pickup location.
 
While we understand that having additional copies for each branch could
solve the issue, it may not be possible for the library to purchase and
assign copies to each branch.  Instead, they're hoping that it is
possible to re-prioritize holds within their system to follow a stricter
first-in,
first-out (FIFO) policy.  However, the concern has been made as to how
FIFO might adversely alter how the library system shares material with the
rest of the consortium.

There would need to be some way to fold in the other consortium's holds at
some point so that the library and its branches wouldn't become a walled off
entity within the consortium.

 

In talking with Equinox, we have learned that this functionality exists in
FulfILLment and that we could side-port it into Evergreen.  See Mike
Rylander's post here for a good explanation on the benefits of this new
holds functionality: 

 http://blog.esilibrary.com/2012/04/16/sharing-code-is-caring/   

 

There is some more work needed in both Calculated Proximity Adjustment and
Custom Best Hold Adjustment Order.

 

So what we're looking for now are additional development partners to
complete this development work and to side-port it into Evergreen.  If
you're interested in seeing this happen and would like to help make it
happen, please contact me at terl...@biblio.org.  Any contributions would be
accepted.

 

Amy

+=+=+=+=+=+=+=+=+=+=+=+=+=+=+=+=+=+

Amy Terlaga

Assistant Director, User Services

Bibliomation, Inc.

32 Crest Road

Middlebury, CT  06762

203-577-4070 x101

 http://www.biblio.org/ www.biblio.org

 

[OPEN-ILS-GENERAL] holds not picking up

[Anne Murray]

Can anyone help with this as we can't find the problem. If we order more
copies of a very popular book, when they are scanned through check in, the
holds aren't triggered. The holds targetter is running ok. Also, if we buy
a book from Amazon (say) and catalogue it ourselves, the hold goes on ok,
but again when it reaches the library the hold isn't picked up and the
status goes to 'reshelving'.

Anne Murray
Service Support Officer
East Dunbartonshire Libraries
Kirkintilloch
Scotland

Re: [OPEN-ILS-GENERAL] holds not picking up

[Ben Shum]

Hi Anne,

Which version of Evergreen are you using?  In more recent versions 
(since 2.1.0 and upwards, I think), it's possible to use a special 
check-in modifier (lower right corner of the check-in screen) to 
enable the re-targeting of holds upon check-in of items.  This special 
modifier is used when handling brand new material that gets added to an 
Evergreen system.


Presently, holds are only targeted once every 24 hours based on the time 
that the hold was initially placed first.  There's a field on the hold 
table called prev_check_time (previous check time) that tells the 
targeter to skip said hold until it passes that point.  So depending on 
when the patron or staff created the hold, and then based on the 
regularity of your hold targeter script, the availability of materials 
that can fulfill a hold will vary greatly.  In our consortium, we run 
our hold targeter every 15 minutes, but because of the 24 hour wait time 
built into each hold, it still doesn't match brand new items to some 
existing holds till the following day.  For example, a hold could be 
created at 1 pm on Monday, a new item created to fill that hold on 2 pm 
on Monday, but that hold won't target that new item till 1 pm on Tuesday 
after the previous check time elapses and the hold targeter actually 
does another check.


Another possibility is that whichever copy status that is being used 
when processing books ordered and scanned in your first mentioned 
approach is one that does not allow holds to be placed/processed on the 
material.  You may want to double check that the copy status options are 
all in order on your system as well and that holds are allowed on the 
statuses you expect.


Hope this helps somewhat, please feel free to ask more questions. Holds 
can be a little perplexing...


-- Ben

On 08/08/2012 07:05 AM, Anne Murray wrote:
Can anyone help with this as we can't find the problem. If we order 
more copies of a very popular book, when they are scanned through 
check in, the holds aren't triggered. The holds targetter is running 
ok. Also, if we buy a book from Amazon (say) and catalogue it 
ourselves, the hold goes on ok, but again when it reaches the library 
the hold isn't picked up and the status goes to 'reshelving'.

Anne Murray
Service Support Officer
East Dunbartonshire Libraries
Kirkintilloch
Scotland


--
Benjamin Shum
Open Source Software Coordinator
Bibliomation, Inc.
32 Crest Road
Middlebury, CT 06762
203-577-4070, ext. 113

Re: [OPEN-ILS-GENERAL] holds not picking up

[Ben Shum]

Oops, hit send too fast.  The reason I suggest using the check-in 
modifier for retargeting holds is that it bypasses the previous check 
time I mention and resets holds associated with the material so that the 
check occurs immediately, often resulting in a hold being triggered.  
This does have the added effect of slowing down the check-in event 
(since you take more time to process all the holds, etc.) but one would 
only be using the option during the cataloging of brand new items.


-- Ben

On 08/08/2012 07:36 AM, Ben Shum wrote:

Hi Anne,

Which version of Evergreen are you using?  In more recent versions 
(since 2.1.0 and upwards, I think), it's possible to use a special 
check-in modifier (lower right corner of the check-in screen) to 
enable the re-targeting of holds upon check-in of items.  This special 
modifier is used when handling brand new material that gets added to 
an Evergreen system.


Presently, holds are only targeted once every 24 hours based on the 
time that the hold was initially placed first.  There's a field on the 
hold table called prev_check_time (previous check time) that tells 
the targeter to skip said hold until it passes that point.  So 
depending on when the patron or staff created the hold, and then based 
on the regularity of your hold targeter script, the availability of 
materials that can fulfill a hold will vary greatly.  In our 
consortium, we run our hold targeter every 15 minutes, but because of 
the 24 hour wait time built into each hold, it still doesn't match 
brand new items to some existing holds till the following day.  For 
example, a hold could be created at 1 pm on Monday, a new item created 
to fill that hold on 2 pm on Monday, but that hold won't target that 
new item till 1 pm on Tuesday after the previous check time elapses 
and the hold targeter actually does another check.


Another possibility is that whichever copy status that is being used 
when processing books ordered and scanned in your first mentioned 
approach is one that does not allow holds to be placed/processed on 
the material.  You may want to double check that the copy status 
options are all in order on your system as well and that holds are 
allowed on the statuses you expect.


Hope this helps somewhat, please feel free to ask more questions. 
Holds can be a little perplexing...


-- Ben

On 08/08/2012 07:05 AM, Anne Murray wrote:
Can anyone help with this as we can't find the problem. If we order 
more copies of a very popular book, when they are scanned through 
check in, the holds aren't triggered. The holds targetter is running 
ok. Also, if we buy a book from Amazon (say) and catalogue it 
ourselves, the hold goes on ok, but again when it reaches the library 
the hold isn't picked up and the status goes to 'reshelving'.

Anne Murray
Service Support Officer
East Dunbartonshire Libraries
Kirkintilloch
Scotland




--
Benjamin Shum
Open Source Software Coordinator
Bibliomation, Inc.
32 Crest Road
Middlebury, CT 06762
203-577-4070, ext. 113

Re: [OPEN-ILS-GENERAL] holds not picking up

[Anne Murray]

We're using 2.1.0 - I think it may well be the statuses - I will look in to
this. Thanks for the info on the check-in modifier too - all very useful!


Anne

On 8 August 2012 12:38, Ben Shum bs...@biblio.org wrote:

 Oops, hit send too fast.  The reason I suggest using the check-in modifier
 for retargeting holds is that it bypasses the previous check time I mention
 and resets holds associated with the material so that the check occurs
 immediately, often resulting in a hold being triggered.  This does have the
 added effect of slowing down the check-in event (since you take more time
 to process all the holds, etc.) but one would only be using the option
 during the cataloging of brand new items.

 -- Ben


 On 08/08/2012 07:36 AM, Ben Shum wrote:

 Hi Anne,

 Which version of Evergreen are you using?  In more recent versions (since
 2.1.0 and upwards, I think), it's possible to use a special check-in
 modifier (lower right corner of the check-in screen) to enable the
 re-targeting of holds upon check-in of items.  This special modifier is
 used when handling brand new material that gets added to an Evergreen
 system.

 Presently, holds are only targeted once every 24 hours based on the time
 that the hold was initially placed first.  There's a field on the hold
 table called prev_check_time (previous check time) that tells the
 targeter to skip said hold until it passes that point.  So depending on
 when the patron or staff created the hold, and then based on the regularity
 of your hold targeter script, the availability of materials that can
 fulfill a hold will vary greatly.  In our consortium, we run our hold
 targeter every 15 minutes, but because of the 24 hour wait time built into
 each hold, it still doesn't match brand new items to some existing holds
 till the following day.  For example, a hold could be created at 1 pm on
 Monday, a new item created to fill that hold on 2 pm on Monday, but that
 hold won't target that new item till 1 pm on Tuesday after the previous
 check time elapses and the hold targeter actually does another check.

 Another possibility is that whichever copy status that is being used when
 processing books ordered and scanned in your first mentioned approach is
 one that does not allow holds to be placed/processed on the material.  You
 may want to double check that the copy status options are all in order on
 your system as well and that holds are allowed on the statuses you expect.

 Hope this helps somewhat, please feel free to ask more questions. Holds
 can be a little perplexing...

 -- Ben

 On 08/08/2012 07:05 AM, Anne Murray wrote:

 Can anyone help with this as we can't find the problem. If we order more
 copies of a very popular book, when they are scanned through check in, the
 holds aren't triggered. The holds targetter is running ok. Also, if we buy
 a book from Amazon (say) and catalogue it ourselves, the hold goes on ok,
 but again when it reaches the library the hold isn't picked up and the
 status goes to 'reshelving'.
 Anne Murray
 Service Support Officer
 East Dunbartonshire Libraries
 Kirkintilloch
 Scotland



 --
 Benjamin Shum
 Open Source Software Coordinator
 Bibliomation, Inc.
 32 Crest Road
 Middlebury, CT 06762
 203-577-4070, ext. 113

Re: [OPEN-ILS-GENERAL] holds not picking up

[Lazar, Alexey Vladimirovich]

Thanks, Ben.

We have run into this problem with 2.0.x as well, and were indeed a bit 
perplexed. Thanks for this information, it is very helpful.

Would it be possible and/or reasonable/useful for the system to bypass the 
previous hold time for brand new items automatically, so that the holds can be 
triggered as you describe, but without any special steps?

On Aug 8, 2012, at 06:43 , Anne Murray wrote:

 We're using 2.1.0 - I think it may well be the statuses - I will look in to 
 this. Thanks for the info on the check-in modifier too - all very useful!
  
  
 Anne
 
 On 8 August 2012 12:38, Ben Shum bs...@biblio.org wrote:
 Oops, hit send too fast.  The reason I suggest using the check-in modifier 
 for retargeting holds is that it bypasses the previous check time I mention 
 and resets holds associated with the material so that the check occurs 
 immediately, often resulting in a hold being triggered.  This does have the 
 added effect of slowing down the check-in event (since you take more time to 
 process all the holds, etc.) but one would only be using the option during 
 the cataloging of brand new items.
 
 -- Ben
 
 
 On 08/08/2012 07:36 AM, Ben Shum wrote:
 Hi Anne,
 
 Which version of Evergreen are you using?  In more recent versions (since 
 2.1.0 and upwards, I think), it's possible to use a special check-in 
 modifier (lower right corner of the check-in screen) to enable the 
 re-targeting of holds upon check-in of items.  This special modifier is used 
 when handling brand new material that gets added to an Evergreen system.
 
 Presently, holds are only targeted once every 24 hours based on the time that 
 the hold was initially placed first.  There's a field on the hold table 
 called prev_check_time (previous check time) that tells the targeter to 
 skip said hold until it passes that point.  So depending on when the patron 
 or staff created the hold, and then based on the regularity of your hold 
 targeter script, the availability of materials that can fulfill a hold will 
 vary greatly.  In our consortium, we run our hold targeter every 15 minutes, 
 but because of the 24 hour wait time built into each hold, it still doesn't 
 match brand new items to some existing holds till the following day.  For 
 example, a hold could be created at 1 pm on Monday, a new item created to 
 fill that hold on 2 pm on Monday, but that hold won't target that new item 
 till 1 pm on Tuesday after the previous check time elapses and the hold 
 targeter actually does another check.
 
 Another possibility is that whichever copy status that is being used when 
 processing books ordered and scanned in your first mentioned approach is one 
 that does not allow holds to be placed/processed on the material.  You may 
 want to double check that the copy status options are all in order on your 
 system as well and that holds are allowed on the statuses you expect.
 
 Hope this helps somewhat, please feel free to ask more questions. Holds can 
 be a little perplexing...
 
 -- Ben
 
 On 08/08/2012 07:05 AM, Anne Murray wrote:
 Can anyone help with this as we can't find the problem. If we order more 
 copies of a very popular book, when they are scanned through check in, the 
 holds aren't triggered. The holds targetter is running ok. Also, if we buy a 
 book from Amazon (say) and catalogue it ourselves, the hold goes on ok, but 
 again when it reaches the library the hold isn't picked up and the status 
 goes to 'reshelving'.
 Anne Murray
 Service Support Officer
 East Dunbartonshire Libraries
 Kirkintilloch
 Scotland
 
 
 -- 
 Benjamin Shum
 Open Source Software Coordinator
 Bibliomation, Inc.
 32 Crest Road
 Middlebury, CT 06762
 203-577-4070, ext. 113
 
 


Alexey Lazar
PALS
Information System Developer and Integrator
507-389-2907
http://www.mnpals.org/

Re: [OPEN-ILS-GENERAL] holds not picking up

[Ben Shum]

Hi Alexey,

I'm not an expert on holds functionality, but I think it's assumed that 
the process for calculating targets can be extremely taxing and applying 
the circulation checkin modifiers is staff's way of showing that they 
intend to be checking in new items.  Otherwise, you'd be constantly 
doing checks on each item coming in to determine if they're really new 
and slowing down normal circulation doing the retarget actions.


Just guessing,

-- Ben

On 08/08/2012 10:08 AM, Lazar, Alexey Vladimirovich wrote:

Thanks, Ben.

We have run into this problem with 2.0.x as well, and were indeed a bit 
perplexed. Thanks for this information, it is very helpful.

Would it be possible and/or reasonable/useful for the system to bypass the 
previous hold time for brand new items automatically, so that the holds can be 
triggered as you describe, but without any special steps?

On Aug 8, 2012, at 06:43 , Anne Murray wrote:


We're using 2.1.0 - I think it may well be the statuses - I will look in to 
this. Thanks for the info on the check-in modifier too - all very useful!
  
  
Anne


On 8 August 2012 12:38, Ben Shum bs...@biblio.org wrote:
Oops, hit send too fast.  The reason I suggest using the check-in modifier for 
retargeting holds is that it bypasses the previous check time I mention and 
resets holds associated with the material so that the check occurs immediately, 
often resulting in a hold being triggered.  This does have the added effect of 
slowing down the check-in event (since you take more time to process all the 
holds, etc.) but one would only be using the option during the cataloging of 
brand new items.

-- Ben


On 08/08/2012 07:36 AM, Ben Shum wrote:
Hi Anne,

Which version of Evergreen are you using?  In more recent versions (since 2.1.0 and 
upwards, I think), it's possible to use a special check-in modifier (lower 
right corner of the check-in screen) to enable the re-targeting of holds upon check-in of 
items.  This special modifier is used when handling brand new material that gets added to 
an Evergreen system.

Presently, holds are only targeted once every 24 hours based on the time that the hold 
was initially placed first.  There's a field on the hold table called 
prev_check_time (previous check time) that tells the targeter to skip said 
hold until it passes that point.  So depending on when the patron or staff created the 
hold, and then based on the regularity of your hold targeter script, the availability of 
materials that can fulfill a hold will vary greatly.  In our consortium, we run our hold 
targeter every 15 minutes, but because of the 24 hour wait time built into each hold, it 
still doesn't match brand new items to some existing holds till the following day.  For 
example, a hold could be created at 1 pm on Monday, a new item created to fill that hold 
on 2 pm on Monday, but that hold won't target that new item till 1 pm on Tuesday after 
the previous check time elapses and the hold targeter actually does another check.

Another possibility is that whichever copy status that is being used when 
processing books ordered and scanned in your first mentioned approach is one 
that does not allow holds to be placed/processed on the material.  You may want 
to double check that the copy status options are all in order on your system as 
well and that holds are allowed on the statuses you expect.

Hope this helps somewhat, please feel free to ask more questions. Holds can be 
a little perplexing...

-- Ben

On 08/08/2012 07:05 AM, Anne Murray wrote:
Can anyone help with this as we can't find the problem. If we order more copies 
of a very popular book, when they are scanned through check in, the holds 
aren't triggered. The holds targetter is running ok. Also, if we buy a book 
from Amazon (say) and catalogue it ourselves, the hold goes on ok, but again 
when it reaches the library the hold isn't picked up and the status goes to 
'reshelving'.
Anne Murray
Service Support Officer
East Dunbartonshire Libraries
Kirkintilloch
Scotland


--
Benjamin Shum
Open Source Software Coordinator
Bibliomation, Inc.
32 Crest Road
Middlebury, CT 06762
203-577-4070, ext. 113




Alexey Lazar
PALS
Information System Developer and Integrator
507-389-2907
http://www.mnpals.org/




--
Benjamin Shum
Open Source Software Coordinator
Bibliomation, Inc.
32 Crest Road
Middlebury, CT 06762
203-577-4070, ext. 113

Re: [OPEN-ILS-GENERAL] holds not picking up

[Thomas Berezansky]

I will point out that the retargeting modifier has two modes.

In the default mode it will only attempt it on copies that are checked  
in as In Progress.


In the secondary mode it will attempt it on any status.

In both modes it only looks at local to the checkin location holds,  
and only if the copy is home.


Thomas Berezansky
Merrimack Valley Library Consortium


Quoting Ben Shum bs...@biblio.org:


Hi Alexey,

I'm not an expert on holds functionality, but I think it's assumed  
that the process for calculating targets can be extremely taxing and  
applying the circulation checkin modifiers is staff's way of showing  
that they intend to be checking in new items.  Otherwise, you'd be  
constantly doing checks on each item coming in to determine if  
they're really new and slowing down normal circulation doing the  
retarget actions.


Just guessing,

-- Ben

On 08/08/2012 10:08 AM, Lazar, Alexey Vladimirovich wrote:

Thanks, Ben.

We have run into this problem with 2.0.x as well, and were indeed a  
bit perplexed. Thanks for this information, it is very helpful.


Would it be possible and/or reasonable/useful for the system to  
bypass the previous hold time for brand new items automatically, so  
that the holds can be triggered as you describe, but without any  
special steps?


On Aug 8, 2012, at 06:43 , Anne Murray wrote:

We're using 2.1.0 - I think it may well be the statuses - I will  
look in to this. Thanks for the info on the check-in modifier too  
- all very useful!

   Anne

On 8 August 2012 12:38, Ben Shum bs...@biblio.org wrote:
Oops, hit send too fast.  The reason I suggest using the check-in  
modifier for retargeting holds is that it bypasses the previous  
check time I mention and resets holds associated with the material  
so that the check occurs immediately, often resulting in a hold  
being triggered.  This does have the added effect of slowing down  
the check-in event (since you take more time to process all the  
holds, etc.) but one would only be using the option during the  
cataloging of brand new items.


-- Ben


On 08/08/2012 07:36 AM, Ben Shum wrote:
Hi Anne,

Which version of Evergreen are you using?  In more recent versions  
(since 2.1.0 and upwards, I think), it's possible to use a special  
check-in modifier (lower right corner of the check-in screen) to  
enable the re-targeting of holds upon check-in of items.  This  
special modifier is used when handling brand new material that  
gets added to an Evergreen system.


Presently, holds are only targeted once every 24 hours based on  
the time that the hold was initially placed first.  There's a  
field on the hold table called prev_check_time (previous check  
time) that tells the targeter to skip said hold until it passes  
that point.  So depending on when the patron or staff created the  
hold, and then based on the regularity of your hold targeter  
script, the availability of materials that can fulfill a hold will  
vary greatly.  In our consortium, we run our hold targeter every  
15 minutes, but because of the 24 hour wait time built into each  
hold, it still doesn't match brand new items to some existing  
holds till the following day.  For example, a hold could be  
created at 1 pm on Monday, a new item created to fill that hold on  
2 pm on Monday, but that hold won't target that new item till 1 pm  
on Tuesday after the previous check time elapses and the hold  
targeter actually does another check.


Another possibility is that whichever copy status that is being  
used when processing books ordered and scanned in your first  
mentioned approach is one that does not allow holds to be  
placed/processed on the material.  You may want to double check  
that the copy status options are all in order on your system as  
well and that holds are allowed on the statuses you expect.


Hope this helps somewhat, please feel free to ask more questions.  
Holds can be a little perplexing...


-- Ben

On 08/08/2012 07:05 AM, Anne Murray wrote:
Can anyone help with this as we can't find the problem. If we  
order more copies of a very popular book, when they are scanned  
through check in, the holds aren't triggered. The holds targetter  
is running ok. Also, if we buy a book from Amazon (say) and  
catalogue it ourselves, the hold goes on ok, but again when it  
reaches the library the hold isn't picked up and the status goes  
to 'reshelving'.

Anne Murray
Service Support Officer
East Dunbartonshire Libraries
Kirkintilloch
Scotland


--
Benjamin Shum
Open Source Software Coordinator
Bibliomation, Inc.
32 Crest Road
Middlebury, CT 06762
203-577-4070, ext. 113




Alexey Lazar
PALS
Information System Developer and Integrator
507-389-2907
http://www.mnpals.org/




--
Benjamin Shum
Open Source Software Coordinator
Bibliomation, Inc.
32 Crest Road
Middlebury, CT 06762
203-577-4070, ext. 113

[OPEN-ILS-GENERAL] holds thresholds triggering...something else

[Tara Robertson]

Hi,

Sorry, that might be the worst subject line in the whole world. I can think
of two use cases, one that's would be more common in a public library and
one that's more of an academic library scenario.

First, is it possible to configure Evergreen to automatically order more
copies of something once a certain number of holds has been reached. For
example, when there are 30 holds on Fifty Shades of Grey, another one is
automatically ordered in the Acquisitions module (or an PO or selection
list is automatically created that a staff member needs to approve/order).

Second, is it possible to configure Evergreen to automatically change the
shelving location to a course reserves shelving location once a certain
threshold of holds has been reached. For example, once more than 5 students
put a hold on a title, it is moved into the course reserves/reserves room
where it will circulate for a shorter period of time and have higher levels
of fines and not be renewable.

I'm pretty certain that these things are not currently possible. I'm
wondering if anyone has set things up to do similar things. We're changing
up our holds policies and I think it would be spiffy if the second scenario
were possible.

Thanks,
Tara

[OPEN-ILS-GENERAL] Holds Shelf Macro

[Rebecca Larocque]

Good afternoon all,

We're running 2.0.7, and we've been having some issues with the holds slips.  
I've set up a receipt template that includes the %shelf_expire_time% macro, 
which should be displaying when the item can be pulled off the holds shelf.  
However, when the slip is printed, all we get is %shelf_expire_time% instead 
of the date/time.  Are we using the wrong macro, or is anyone else having (or 
has had) this problem?

Thanks,
Rebecca


Rebecca Larocque, BA (Hons), MLIS
Head of Information Services
North Bay Public Library
271 Worthington St. E, North Bay ON
P1B 1H1
Phone: (705) 474-4830 x2821
Fax: (705) 495-4010
http://www.cityofnorthbay.ca/library

Re: [OPEN-ILS-GENERAL] Holds Shelf Macro

[Thomas Berezansky]

I don't think that macro exists in 2.0. I believe I added it in time  
for 2.1, though it needs a date formatter in the mix as well.


Thomas Berezansky
Merrimack Valley Library Consortium


Quoting Rebecca Larocque rebecca.laroc...@cityofnorthbay.ca:


Good afternoon all,

We're running 2.0.7, and we've been having some issues with the  
holds slips.  I've set up a receipt template that includes the  
%shelf_expire_time% macro, which should be displaying when the item  
can be pulled off the holds shelf.  However, when the slip is  
printed, all we get is %shelf_expire_time% instead of the  
date/time.  Are we using the wrong macro, or is anyone else having  
(or has had) this problem?


Thanks,
Rebecca


Rebecca Larocque, BA (Hons), MLIS
Head of Information Services
North Bay Public Library
271 Worthington St. E, North Bay ON
P1B 1H1
Phone: (705) 474-4830 x2821
Fax: (705) 495-4010
http://www.cityofnorthbay.ca/library

Re: [OPEN-ILS-GENERAL] Holds Shelf Macro

[Lynn Floyd]

There is a bug listed for this macro in 2.1 and I just verified it did not
work in 2.1 also.  Here is the bug report:
https://bugs.launchpad.net/evergreen/+bug/994606

 

Lynn Floyd 
lfl...@andersonlibrary.org 
Anderson County Library 
864-260-4500 x181 
http://www.andersonlibrary.org http://www.andersonlibrary.org/  
  

 

From: open-ils-general-boun...@list.georgialibraries.org
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of
Rebecca Larocque
Sent: Friday, May 11, 2012 3:59 PM
To: 'open-ils-general@list.georgialibraries.org'
Subject: [OPEN-ILS-GENERAL] Holds Shelf Macro

 

Good afternoon all,

 

We're running 2.0.7, and we've been having some issues with the holds slips.
I've set up a receipt template that includes the %shelf_expire_time% macro,
which should be displaying when the item can be pulled off the holds shelf.
However, when the slip is printed, all we get is %shelf_expire_time%
instead of the date/time.  Are we using the wrong macro, or is anyone else
having (or has had) this problem?

 

Thanks,

Rebecca

 

 

Rebecca Larocque, BA (Hons), MLIS

Head of Information Services

North Bay Public Library

271 Worthington St. E, North Bay ON

P1B 1H1

Phone: (705) 474-4830 x2821

Fax: (705) 495-4010

http://www.cityofnorthbay.ca/library

 

Re: [OPEN-ILS-GENERAL] Holds Shelf Macro

[Rebecca Larocque]

Ah.  It's listed as one of the macros, which was why we've been trying to use 
it.  Is there another similar macro in 2.0 we could use instead?

Rebecca

Rebecca Larocque, BA (Hons), MLIS
Head of Information Services
North Bay Public Library
271 Worthington St. E, North Bay ON
P1B 1H1
Phone: (705) 474-4830 x2821
Fax: (705) 495-4010
http://www.cityofnorthbay.ca/library

-Original Message-
From: open-ils-general-boun...@list.georgialibraries.org 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Thomas 
Berezansky
Sent: Friday, May 11, 2012 4:08 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Holds Shelf Macro

I don't think that macro exists in 2.0. I believe I added it in time for 2.1, 
though it needs a date formatter in the mix as well.

Thomas Berezansky
Merrimack Valley Library Consortium


Quoting Rebecca Larocque rebecca.laroc...@cityofnorthbay.ca:

 Good afternoon all,

 We're running 2.0.7, and we've been having some issues with the holds 
 slips.  I've set up a receipt template that includes the 
 %shelf_expire_time% macro, which should be displaying when the item 
 can be pulled off the holds shelf.  However, when the slip is printed, 
 all we get is %shelf_expire_time% instead of the date/time.  Are we 
 using the wrong macro, or is anyone else having (or has had) this 
 problem?

 Thanks,
 Rebecca


 Rebecca Larocque, BA (Hons), MLIS
 Head of Information Services
 North Bay Public Library
 271 Worthington St. E, North Bay ON
 P1B 1H1
 Phone: (705) 474-4830 x2821
 Fax: (705) 495-4010
 http://www.cityofnorthbay.ca/library

Re: [OPEN-ILS-GENERAL] Holds on multiple editions

[Jason Etheridge]

 Is there a way to place a hold on an item from the staff client in such a
 way that the first one returned fulfills the hold?  We are on version 2.1.

You'll want to look at meta-records and meta-record holds.  To see
examples of meta-records, do an Advanced Search but with the Group
Formats and Editions checkbox checked.  The algorithm that groups such
records together can be tweaked, but I don't have any experience doing
that.

You can place holds on meta-records from the results page for such a
search, but you can also do normal title searches, invoke the place
hold UI and then click the Advanced Hold Options link.  If there are
other records in that record's meta-record, their formats will be
listed in that selection box labelled Acceptable Alternative Formats.

Incidentally, I'd love to see meta-records exposed through a Other
Formats  Editions tab in the Record Summary, if someone has the itch
and tuits to make that happen.

-- 
Jason Etheridge
 | Equinox Software, Inc. / The Open Source Experts
 | phone:  1-877-OPEN-ILS (673-6457)
 | email:  ja...@esilibrary.com
 | web:  http://www.esilibrary.com
 | Supporting Koha and Evergreen: http://koha-community.org 
http://evergreen-ils.org

Re: [OPEN-ILS-GENERAL] Holds on serials issuances

[Lebbeous Fogle-Weekley]

On 03/08/2012 10:30 AM, Lebbeous Fogle-Weekley wrote:

2. In the streams area, I was able to create a small routing list, but
got an error when I tried to receive an issuance with the routing box
checked. TypeError: xulG.urls is undefined.


That sounds like a bug, and if I can't readily reproduce it, I'll come
back soon to ask you for more details on how it happened for you.



Hi again Mary,

I wasn't able to reproduce this in my development environment running 
master, but can you tell me more about it?


Regarding the error message you quote, did you see it in a pop-up 
dialog, in the Javascript console, or elsewhere?  If you saw it in the 
Javascript console, was it the bottom-most error message at the time you 
tried the receive operation?


Was a staff client tab opened for the routing list, but then the list 
either didn't display at all or didn't print?  Or was there not even a 
tab opened (this is what typically happens for routing list printing).


Thanks!
--
Lebbeous Fogle-Weekley
 | Software Developer
 | Equinox Software, Inc. / Your Library's Guide to Open Source
 | phone:  1-877-OPEN-ILS (673-6457)
 | email:  lebbe...@esilibrary.com
 | web:  http://www.esilibrary.com

Re: [OPEN-ILS-GENERAL] Holds on serials issuances

[Mary Llewellyn]

Hi Lebbeous,

All this took place within the staff client. I set up a list of one person on a 
stream for a distribution of a subscription. I successfully set up a prediction.

I went to Serials Batch Receive. The routing box was checked off as well as the 
Receive? box. I also had the Create Units box checked off. 

I clicked on the Receive Selected Items box and up popped a box with the error 
message TypeError: xulG.urls is undefined.

No tab with a routing list opened up. 

I hope this helps.

Thanks!

Mary


-Original Message-
From: open-ils-general-boun...@list.georgialibraries.org 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Lebbeous Fogle-Weekley
Sent: Monday, March 12, 2012 9:12 AM
To: open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] Holds on serials issuances

On 03/08/2012 10:30 AM, Lebbeous Fogle-Weekley wrote:
 2. In the streams area, I was able to create a small routing list, 
 but got an error when I tried to receive an issuance with the routing 
 box checked. TypeError: xulG.urls is undefined.

 That sounds like a bug, and if I can't readily reproduce it, I'll come 
 back soon to ask you for more details on how it happened for you.


Hi again Mary,

I wasn't able to reproduce this in my development environment running master, 
but can you tell me more about it?

Regarding the error message you quote, did you see it in a pop-up dialog, in 
the Javascript console, or elsewhere?  If you saw it in the Javascript console, 
was it the bottom-most error message at the time you tried the receive 
operation?

Was a staff client tab opened for the routing list, but then the list either 
didn't display at all or didn't print?  Or was there not even a tab opened 
(this is what typically happens for routing list printing).

Thanks!
--
Lebbeous Fogle-Weekley
  | Software Developer
  | Equinox Software, Inc. / Your Library's Guide to Open Source
  | phone:  1-877-OPEN-ILS (673-6457)
  | email:  lebbe...@esilibrary.com
  | web:  http://www.esilibrary.com

Re: [OPEN-ILS-GENERAL] Holds on serials issuances

[Lebbeous Fogle-Weekley]

On 03/12/2012 12:00 PM, Mary Llewellyn wrote:

Hi Lebbeous,

All this took place within the staff client. I set up a list of one person on a 
stream for a distribution of a subscription. I successfully set up a prediction.

I went to Serials Batch Receive. The routing box was checked off as well as the 
Receive? box. I also had the Create Units box checked off.

I clicked on the Receive Selected Items box and up popped a box with the error 
message TypeError: xulG.urls is undefined.

No tab with a routing list opened up.



Hi again Mary,

You can reproduce this error at will, right?  If so, can you open the 
Javascript console in the staff client first (in the staff client menus, 
follow Admin - For developers - Javascript console), and within the 
Javascript console click Clear right before you trigger the error in 
another tab?


I'd be interested in any error messages from the bottom of the console 
(not the CSS-related warnings that always fill console) that appear 
coincident with the pop-up about TypeError, as well as any errors from 
the same moment in your server logs, if you have access to those.


I think that information will be more telling than the TypeError 
message, which I'm afraid I still can't reproduce, and which isn't 
giving me any ideas so far.


Thanks!
--
Lebbeous Fogle-Weekley
 | Software Developer
 | Equinox Software, Inc. / Your Library's Guide to Open Source
 | phone:  1-877-OPEN-ILS (673-6457)
 | email:  lebbe...@esilibrary.com
 | web:  http://www.esilibrary.com

Re: [OPEN-ILS-GENERAL] Holds on serials issuances

[Lebbeous Fogle-Weekley]

Hi Mary,

I believe you want to set the org unit setting 
'opac.fully_compressed_serial_holdings' to true at the highest level org 
unit where you want to see links in the OPAC for issuance holds.


Hope this helps!

Lebbeous

On 03/07/2012 07:23 PM, Mary Llewellyn wrote:

Hi all,

I would swear that when I was testing a few weeks ago, I found I could click
on an serials issuance in the OPAC and get a prompt to be able to place a
hold. We've redone our test database and holds on issuances don't seem to be
available any more. I do have the permission ISSUANCE_HOLDS in place. Is
there some other setting that may have gotten un-set?

Thank you,

Mary


Mary Llewellyn
Database Manager
Bibliomation, Inc.
Middlebury, CT
mllew...@biblio.org






--
Lebbeous Fogle-Weekley
 | Software Developer
 | Equinox Software, Inc. / Your Library's Guide to Open Source
 | phone:  1-877-OPEN-ILS (673-6457)
 | email:  lebbe...@esilibrary.com
 | web:  http://www.esilibrary.com

Re: [OPEN-ILS-GENERAL] Holds on serials issuances

[Mary Llewellyn]

Hi Lebbeous,

Thank you very much for this! 

Mary


-Original Message-
From: open-ils-general-boun...@list.georgialibraries.org 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Lebbeous Fogle-Weekley
Sent: Thursday, March 08, 2012 9:17 AM
To: open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] Holds on serials issuances

Hi Mary,

I believe you want to set the org unit setting 
'opac.fully_compressed_serial_holdings' to true at the highest level org unit 
where you want to see links in the OPAC for issuance holds.

Hope this helps!

Lebbeous

On 03/07/2012 07:23 PM, Mary Llewellyn wrote:
 Hi all,

 I would swear that when I was testing a few weeks ago, I found I could 
 click on an serials issuance in the OPAC and get a prompt to be able 
 to place a hold. We've redone our test database and holds on issuances 
 don't seem to be available any more. I do have the permission 
 ISSUANCE_HOLDS in place. Is there some other setting that may have gotten 
 un-set?

 Thank you,

 Mary


 Mary Llewellyn
 Database Manager
 Bibliomation, Inc.
 Middlebury, CT
 mllew...@biblio.org





--
Lebbeous Fogle-Weekley
  | Software Developer
  | Equinox Software, Inc. / Your Library's Guide to Open Source
  | phone:  1-877-OPEN-ILS (673-6457)
  | email:  lebbe...@esilibrary.com
  | web:  http://www.esilibrary.com

Re: [OPEN-ILS-GENERAL] Holds on serials issuances

[Mary Llewellyn]

Hi Lebbeous,

If you don't mind, I have a few questions about serials in 2.2.

1. When you are setting up a distribution, there's a new field labeled Summary 
method. What is this for and what should go in this field?
2. In the streams area, I was able to create a small routing list, but got an 
error when I tried to receive an issuance with the routing box checked.  
TypeError: xulG.urls is undefined.
3. in the PAC, I'm not seeing an org unit associated with the issuances. I set 
up subscriptions for two different libraries, but can't tell one summary from 
another. I'm seeing:

[-] v.41:no.1(2012:Jan.) - v.41:no.5(2012:May ), v.41:no.1(2012:Jan.)
v.41:no.5(2012:May )Place Hold
v.41:no.4(2012:Apr.)Place Hold
v.41:no.3(2012:Mar.)Place Hold
v.41:no.2(2012:Feb.)Place Hold
v.41:no.1(2012:Jan.)Place Hold
v.41:no.1(2012:Jan.)Place Hold

Is this right? Or have I missed something else?

Thanks again,

Mary


-Original Message-
From: open-ils-general-boun...@list.georgialibraries.org 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Lebbeous Fogle-Weekley
Sent: Thursday, March 08, 2012 9:17 AM
To: open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] Holds on serials issuances

Hi Mary,

I believe you want to set the org unit setting 
'opac.fully_compressed_serial_holdings' to true at the highest level org unit 
where you want to see links in the OPAC for issuance holds.

Hope this helps!

Lebbeous

On 03/07/2012 07:23 PM, Mary Llewellyn wrote:
 Hi all,

 I would swear that when I was testing a few weeks ago, I found I could 
 click on an serials issuance in the OPAC and get a prompt to be able 
 to place a hold. We've redone our test database and holds on issuances 
 don't seem to be available any more. I do have the permission 
 ISSUANCE_HOLDS in place. Is there some other setting that may have gotten 
 un-set?

 Thank you,

 Mary


 Mary Llewellyn
 Database Manager
 Bibliomation, Inc.
 Middlebury, CT
 mllew...@biblio.org





--
Lebbeous Fogle-Weekley
  | Software Developer
  | Equinox Software, Inc. / Your Library's Guide to Open Source
  | phone:  1-877-OPEN-ILS (673-6457)
  | email:  lebbe...@esilibrary.com
  | web:  http://www.esilibrary.com

Re: [OPEN-ILS-GENERAL] Holds on serials issuances

[Lebbeous Fogle-Weekley]

On 03/08/2012 10:18 AM, Mary Llewellyn wrote:

Hi Lebbeous,

If you don't mind, I have a few questions about serials in 2.2.


Hi Mary.  Not at all!



1. When you are setting up a distribution, there's a new field labeled Summary 
method. What is this for and what should go in this field?


This I can never remember, but I know that Dan Wells knows.  I'm letting 
him know via IRC that I've put him in the headlights here on the mailing 
list.



2. In the streams area, I was able to create a small routing list, but got an error when 
I tried to receive an issuance with the routing box checked.  TypeError: xulG.urls 
is undefined.


That sounds like a bug, and if I can't readily reproduce it, I'll come 
back soon to ask you for more details on how it happened for you.



3. in the PAC, I'm not seeing an org unit associated with the issuances. I set 
up subscriptions for two different libraries, but can't tell one summary from 
another. I'm seeing:

[-] v.41:no.1(2012:Jan.) - v.41:no.5(2012:May ), v.41:no.1(2012:Jan.)
v.41:no.5(2012:May )Place Hold
v.41:no.4(2012:Apr.)Place Hold
v.41:no.3(2012:Mar.)Place Hold
v.41:no.2(2012:Feb.)Place Hold
v.41:no.1(2012:Jan.)Place Hold
v.41:no.1(2012:Jan.)Place Hold

Is this right? Or have I missed something else?



That is right, or at least it's what you can expect to see for the 
moment.  Your timing is fortuitous, however, because just yesterday 
afternoon I put a rewrite of that very OPAC feature on Launchpad that 
will, among other things, group holdings under their org unit names so 
that it's much clearer who holds what.  It will also group holdings by 
chronology or enumeration so that paging through large collections is 
easier; depending on the pattern of the serial, you may select a year to 
expand (for example), then you get to see all the monthlies for that 
year, rather than seeing a big display of years' worth of monthlies at once.


I hope this new feature will make it into 2.2.  Here's the Launchpad 
link: https://bugs.launchpad.net/evergreen/+bug/949466



Thanks again,



No problem!

--
Lebbeous Fogle-Weekley
 | Software Developer
 | Equinox Software, Inc. / Your Library's Guide to Open Source
 | phone:  1-877-OPEN-ILS (673-6457)
 | email:  lebbe...@esilibrary.com
 | web:  http://www.esilibrary.com

[OPEN-ILS-GENERAL] Holds on serials issuances

[Mary Llewellyn]

Hi all,

I would swear that when I was testing a few weeks ago, I found I could click
on an serials issuance in the OPAC and get a prompt to be able to place a
hold. We've redone our test database and holds on issuances don't seem to be
available any more. I do have the permission ISSUANCE_HOLDS in place. Is
there some other setting that may have gotten un-set?

Thank you,

Mary


Mary Llewellyn
Database Manager
Bibliomation, Inc.
Middlebury, CT
mllew...@biblio.org

Re: [OPEN-ILS-GENERAL] holds and fixed fields

[Jason Etheridge]

 Can anyone tell me where to find information about (or even explain how) MARC 
 fixed fields are used in targeting a Meta-record hold? Specifically, which 
 fields does Evergreen look at (Type, Form, Lang, etc.)?

Kathryn,

First, fixed fields could be used as part of the fingerprinting that
associates records into a metarecord, but I don't believe they are
with the stock configuration.

Second, fixed fields get looked at when you choose one or more
holdable formats for a metarecord hold.  It looks at Type, Form, and
Lang, and pulls these descriptors from each of the records found in
the metarecord.

However, I think it restricts Lang to the language of the record that
was used as an entry point for placing a hold, but I'm not 100% sure.

-- 
Jason Etheridge
 | Equinox Software, Inc. / Your Library's Guide to Open Source
 | phone:  1-877-OPEN-ILS (673-6457)
 | email:  ja...@esilibrary.com
 | web:  http://www.esilibrary.com

[OPEN-ILS-GENERAL] holds and fixed fields

[Kathryn Riedener]

Hi,

Can anyone tell me where to find information about (or even explain how) MARC 
fixed fields are used in targeting a Meta-record hold? Specifically, which 
fields does Evergreen look at (Type, Form, Lang, etc.)?

Thanks.

Kathryn

-- 
Kathryn Riedener
Cataloging  ILS Asst.
Pioneer Library System
2557 State Route 21
Canandaigua, NY 14424
Phone: 585.394.8260
Fax: 585.394.1935
Email: kriede...@pls-net.org

[OPEN-ILS-GENERAL] Holds Policies

[Joan Kranich]

Hi,

 

Can someone explain the first line in the Holds Policies:  Strict OU
matches?

 

I'm not sure what that means.

 

Thanks.

Joan

 

Joan Kranich

C/W MARS Member Services

jkran...@cwmars.org

 

Re: [OPEN-ILS-GENERAL] Holds problem

[Mike Rylander]

On Wed, May 4, 2011 at 11:37 AM, Mary Toma head...@scrlibrary.mb.ca wrote:
 When patrons place a hold through the Opac the program defaults to a title
 hold.  That makes sense to me but … here is our problem and I am wondering
 if we have a settings issue.  The hold is put on the first title that
 becomes available within the consortium, no matter where it is, even if the
 patron’s home branch owns a copy.  Here’s what we would like to happen – the
 hold first goes to the patron home branch if a copy is available; if the
 home branch doesn’t own a copy then the program looks for an available copy
 in our regional library.  If a copy is not found within our region only then
 would the request go out to the consortium.

Mary, it sounds like you may simply need to use (or increase the
interval of) the Holds: Soft stalling interval library setting.  If
you apply this at the top of your org tree it will be used for all
holds.

The purpose of the setting is to delay opportunistic capture at any
location other than the pickup library for the duration of that
interval, starting from when the hold is placed, and allow
specifically targetted holds (which are targeted exactly as you
described wanting) to be pulled by staff to fill the hold.

-- 
Mike Rylander
 | VP, Research and Design
 | Equinox Software, Inc. / Your Library's Guide to Open Source
 | phone:  1-877-OPEN-ILS (673-6457)
 | email:  mi...@esilibrary.com
 | web:  http://www.esilibrary.com

Re: [OPEN-ILS-GENERAL] Holds pull lists

[Jason Etheridge]

 Can anyone tell me what the difference is between the print full pull list
 and print full pull list (alternate strategy) options in the Pull List for
 Hold Requests? I'm looking at a 2.0.3 system.

Both of these are attempts at handling very large pull lists that can
perform poorly in the native XUL interface.

Print Full Pull List makes use of an A/T template (Holds Pull List,
with hook ahr.format.pull_list).

The Alt option is powered by /opac/extras/circ/alt_holds_print.html
and a streaming network call.

 Also, is there a way to control sorting for a printed pull list sorts? It
 looks like the pull list is sorting by call number, but I was wondering if
 there is a way to sort by shelving location then call number.

For the Alt strategy, change the sort_order variable in
alt_holds_print.html.  Looks like it's already trying to sort first on
shelving location (which can be explicitly ordered under Admin-Local
Administration-Copy Location Order)

I'm not sure how to pull in the copy location order information with
the A/T template.

It would take development to have the column sort for Location in the
XUL interface understand such order information.

-- 
Jason Etheridge
 | VP, Tactical Development
 | Equinox Software, Inc. / Your Library's Guide to Open Source
 | phone:  1-877-OPEN-ILS (673-6457)
 | email:  ja...@esilibrary.com
 | web:  http://www.esilibrary.com

Re: [OPEN-ILS-GENERAL] Holds pull lists

[Kathy Lussier]

Thank you Jason!

Kathy
 
 
 

 -Original Message-
 From: open-ils-general-boun...@list.georgialibraries.org 
 [mailto:open-ils-general-boun...@list.georgialibraries.org] 
 On Behalf Of Jason Etheridge
 Sent: Monday, May 02, 2011 9:50 AM
 To: Evergreen Discussion Group
 Subject: Re: [OPEN-ILS-GENERAL] Holds pull lists
 
  Can anyone tell me what the difference is between the print 
 full pull 
  list and print full pull list (alternate strategy) options 
 in the Pull 
  List for Hold Requests? I'm looking at a 2.0.3 system.
 
 Both of these are attempts at handling very large pull lists 
 that can perform poorly in the native XUL interface.
 
 Print Full Pull List makes use of an A/T template (Holds Pull 
 List, with hook ahr.format.pull_list).
 
 The Alt option is powered by /opac/extras/circ/alt_holds_print.html
 and a streaming network call.
 
  Also, is there a way to control sorting for a printed pull 
 list sorts? 
  It looks like the pull list is sorting by call number, but I was 
  wondering if there is a way to sort by shelving location 
 then call number.
 
 For the Alt strategy, change the sort_order variable in 
 alt_holds_print.html.  Looks like it's already trying to sort 
 first on shelving location (which can be explicitly ordered 
 under Admin-Local
 Administration-Copy Location Order)
 
 I'm not sure how to pull in the copy location order 
 information with the A/T template.
 
 It would take development to have the column sort for 
 Location in the XUL interface understand such order information.
 
 --
 Jason Etheridge
  | VP, Tactical Development
  | Equinox Software, Inc. / Your Library's Guide to Open Source
  | phone:  1-877-OPEN-ILS (673-6457)
  | email:  ja...@esilibrary.com
  | web:  http://www.esilibrary.com
 

[OPEN-ILS-GENERAL] Holds pull lists

[Kathy Lussier]

Hi all,

Can anyone tell me what the difference is between the print full pull list
and print full pull list (alternate strategy) options in the Pull List for
Hold Requests? I'm looking at a 2.0.3 system.

Also, is there a way to control sorting for a printed pull list sorts? It
looks like the pull list is sorting by call number, but I was wondering if
there is a way to sort by shelving location then call number. 

Thanks!
Kathy Lussier

-
Kathy Lussier
Project Coordinator
Massachusetts Library Network Cooperative
(508) 756-0172
(508) 755-3721 (fax)
kluss...@masslnc.org
IM: kmlussier (AOL  Yahoo)
Twitter: http://www.twitter.com/kmlussier
 
 

Re: [OPEN-ILS-GENERAL] Holds Aging

[Joan Kranich]

Thanks Mike.

Joan

Joan Kranich
C/W MARS Member Services
jkran...@cwmars.org

-Original Message-
From: open-ils-general-boun...@list.georgialibraries.org 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Mike 
Rylander
Sent: Thursday, February 10, 2011 1:34 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Holds Aging

On Thu, Feb 10, 2011 at 9:16 AM, Joan Kranich jkran...@cwmars.org wrote:
 Hi,

 I have another question about Age Holds Protection (Holds Aging). During the 
 period of Age Holds Protection, if the item is checked in at another location 
 and there are holds, does it follow the rule of filling for only the owning 
 library's holds?

 Example:
 A Worcester item is within the Age Holds Protection period.
 It is checked in at Leominster and Leominster has a patron with a hold with a 
 Leominster pickup location.
 Does the Worcester item fill the Leominster hold, where it is being checked 
 in, or go back to Worcester because the pickup location is not Worcester?


It will follow the aging rule and go back to Worcester.  This is
because age protection affects the potentials list, that is, the
copies that can fill the hold, and the copy in question will not be on
that list.

--miker

 Thanks.
 Joan

 Joan Kranich
 C/W MARS Member Services
 jkran...@cwmars.org

 -Original Message-
 From: open-ils-general-boun...@list.georgialibraries.org 
 [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
 Jason Etheridge
 Sent: Wednesday, September 08, 2010 12:04 PM
 To: Evergreen Discussion Group
 Subject: Re: [OPEN-ILS-GENERAL] Holds Aging

 In our consortium of 72 libraries (live), libraries can place 6-month age
 protection on their new items.  Some choose to use it just for the popular
 materials, but not things like nonfiction.  That's up to library.  Both
 library staff and patrons are happy with this arrangement, since the
 materials stay with the home library's patrons for that timeframe.

 Incidentally, you can have settings here other than 3-month and
 6-month (and also control how far-reaching they are--system, branch,
 etc), but these options are global across all libraries.

 --
 Jason Etheridge
  | VP, Tactical Development
  | Equinox Software, Inc. / Your Library's Guide to Open Source
  | phone:  1-877-OPEN-ILS (673-6457)
  | email:  ja...@esilibrary.com
  | web:  http://www.esilibrary.com




-- 
Mike Rylander
 | VP, Research and Design
 | Equinox Software, Inc. / The Evergreen Experts
 | phone:  1-877-OPEN-ILS (673-6457)
 | email:  mi...@esilibrary.com
 | web:  http://www.esilibrary.com

Re: [OPEN-ILS-GENERAL] Holds Aging

[Joan Kranich]

Hi,

I have another question about Age Holds Protection (Holds Aging). During the 
period of Age Holds Protection, if the item is checked in at another location 
and there are holds, does it follow the rule of filling for only the owning 
library's holds?

Example:
A Worcester item is within the Age Holds Protection period.
It is checked in at Leominster and Leominster has a patron with a hold with a 
Leominster pickup location.
Does the Worcester item fill the Leominster hold, where it is being checked in, 
or go back to Worcester because the pickup location is not Worcester?

Thanks.
Joan

Joan Kranich
C/W MARS Member Services
jkran...@cwmars.org

-Original Message-
From: open-ils-general-boun...@list.georgialibraries.org 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Jason 
Etheridge
Sent: Wednesday, September 08, 2010 12:04 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Holds Aging

 In our consortium of 72 libraries (live), libraries can place 6-month age
 protection on their new items.  Some choose to use it just for the popular
 materials, but not things like nonfiction.  That's up to library.  Both
 library staff and patrons are happy with this arrangement, since the
 materials stay with the home library's patrons for that timeframe.

Incidentally, you can have settings here other than 3-month and
6-month (and also control how far-reaching they are--system, branch,
etc), but these options are global across all libraries.

-- 
Jason Etheridge
 | VP, Tactical Development
 | Equinox Software, Inc. / Your Library's Guide to Open Source
 | phone:  1-877-OPEN-ILS (673-6457)
 | email:  ja...@esilibrary.com
 | web:  http://www.esilibrary.com

Re: [OPEN-ILS-GENERAL] Holds Aging

[Mike Rylander]

On Thu, Feb 10, 2011 at 9:16 AM, Joan Kranich jkran...@cwmars.org wrote:
 Hi,

 I have another question about Age Holds Protection (Holds Aging). During the 
 period of Age Holds Protection, if the item is checked in at another location 
 and there are holds, does it follow the rule of filling for only the owning 
 library's holds?

 Example:
 A Worcester item is within the Age Holds Protection period.
 It is checked in at Leominster and Leominster has a patron with a hold with a 
 Leominster pickup location.
 Does the Worcester item fill the Leominster hold, where it is being checked 
 in, or go back to Worcester because the pickup location is not Worcester?


It will follow the aging rule and go back to Worcester.  This is
because age protection affects the potentials list, that is, the
copies that can fill the hold, and the copy in question will not be on
that list.

--miker

 Thanks.
 Joan

 Joan Kranich
 C/W MARS Member Services
 jkran...@cwmars.org

 -Original Message-
 From: open-ils-general-boun...@list.georgialibraries.org 
 [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
 Jason Etheridge
 Sent: Wednesday, September 08, 2010 12:04 PM
 To: Evergreen Discussion Group
 Subject: Re: [OPEN-ILS-GENERAL] Holds Aging

 In our consortium of 72 libraries (live), libraries can place 6-month age
 protection on their new items.  Some choose to use it just for the popular
 materials, but not things like nonfiction.  That's up to library.  Both
 library staff and patrons are happy with this arrangement, since the
 materials stay with the home library's patrons for that timeframe.

 Incidentally, you can have settings here other than 3-month and
 6-month (and also control how far-reaching they are--system, branch,
 etc), but these options are global across all libraries.

 --
 Jason Etheridge
  | VP, Tactical Development
  | Equinox Software, Inc. / Your Library's Guide to Open Source
  | phone:  1-877-OPEN-ILS (673-6457)
  | email:  ja...@esilibrary.com
  | web:  http://www.esilibrary.com




-- 
Mike Rylander
 | VP, Research and Design
 | Equinox Software, Inc. / The Evergreen Experts
 | phone:  1-877-OPEN-ILS (673-6457)
 | email:  mi...@esilibrary.com
 | web:  http://www.esilibrary.com

Re: [OPEN-ILS-GENERAL] Holds settings in Evergreen

[Rayner, June]

Thanks, Kathy and Jason for your comments.  

Thinking about what you've said about stalling.We get the idea that op 
capture is the least costly way to fill a hold, since the item is already in 
the hands of a staff person, and may already be at the pickup location.If 
you're trying to reduce transits around the system, wouldn't you want to delay 
having the hold appear on a pull list to give the op capture a chance to fill 
the hold?

Regards,

June

-Original Message-
From: open-ils-general-boun...@list.georgialibraries.org 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Kathy 
Lussier
Sent: Thursday, January 13, 2011 9:50 AM
To: 'Evergreen Discussion Group'
Subject: Re: [OPEN-ILS-GENERAL] Holds settings in Evergreen


 Does that make sense?

Yes, your explanation cleared up a lot of questions I had about holds
stalling. Thanks Jason!

Kathy

-
Kathy Lussier
Project Coordinator
Massachusetts Library Network Cooperative
(508) 756-0172
(508) 755-3721 (fax)
kluss...@masslnc.org
IM: kmlussier (AOL  Yahoo)
Twitter: http://www.twitter.com/kmlussier
 
 
 

 -Original Message-
 From: open-ils-general-boun...@list.georgialibraries.org 
 [mailto:open-ils-general-boun...@list.georgialibraries.org] 
 On Behalf Of Jason Etheridge
 Sent: Wednesday, January 12, 2011 5:47 PM
 To: Evergreen Discussion Group
 Subject: Re: [OPEN-ILS-GENERAL] ***SPAM*** RE: Holds settings 
 in Evergreen
 
 On Wed, Jan 12, 2011 at 5:37 PM, Kathy Lussier 
 kluss...@masslnc.org wrote:
  Thank you for the response Jason. I knew that stalling only 
 impacted 
  opportunistic holds captures, but the fact that it stalls 
 one process 
  and not the other confuses me about what the ultimate 
 intent of the setting is.
 
 Kathy,
 
 So I've mentioned 2 libraries in my scenario, the pickup lib 
 and the pull lib.  Now imagine if opportunistic capture was 
 enabled and you have 270+ libraries in your consortium.  
 Staff at the pull lib may very well go to the trouble of 
 pulling a targeted item, only to find that the hold it was 
 being pulled for has already opportunistically captured 
 another eligible item that was checked in at one of the other
 269+ libraries.  This is okay if it's the pickup lib doing the
 capturing (yay for the patron getting it sooner), but staff 
 at the pull lib could feel slighted, and staff at other libs 
 that happen to process their check-ins earlier in the morning 
 could also get slammed with the lions' share of hold captures.
 
 That's what hold stalling was trying to address.  You got 
 picked to fulfill a hold, so we're giving you a chance to do 
 it, except in the case where the pickup comes across the 
 desired item sooner (saving ourselves a transit).
 
 Does that make sense?
 
 --
 Jason Etheridge
  | VP, Tactical Development
  | Equinox Software, Inc. / Your Library's Guide to Open Source
  | phone:  1-877-OPEN-ILS (673-6457)
  | email:  ja...@esilibrary.com
  | web:  http://www.esilibrary.com
 

Re: [OPEN-ILS-GENERAL] Holds settings in Evergreen

[Jason Etheridge]

 Thinking about what you've said about stalling.    We get the idea that op 
 capture is the least costly way to fill a hold, since the item is already in 
 the hands of a staff person, and may already be at the pickup location.    If 
 you're trying to reduce transits around the system, wouldn't you want to 
 delay having the hold appear on a pull list to give the op capture a chance 
 to fill the hold?

I think a lot of folks have been looking for a balance, and then we
have the FIFO folks who are looking for predictable fairness.

There are also other settings that could be used to limit transits
(such as soft boundaries and hold ranges).  These settings might have
problems of their own.  For example, if you have a Soft Boundary
configured for Branch, and the pickup has an eligible item that is
currently circulating, the hold targeter will never look beyond the
pickup lib (even if the item is later returned damaged, etc.)  The
soft boundary effectively turns the hold into a branch-ranged hold.

I don't have empirical evidence handy, but I'd expect for op-capture
to happen most often in the morning when folks are checking in items
from their drop-boxes.  So maybe an option that thins out pull lists
during such times for titles that have many circulating and eligible
items would be a nice thing to have.  Folks who print their pull lists
later could get an unabridged version for everything that didn't get
caught that morning opportunistically.  Or folks could just not
use/print their pull lists until after such an op-capture-frenzy in
the first place.

-- 
Jason Etheridge
 | VP, Tactical Development
 | Equinox Software, Inc. / Your Library's Guide to Open Source
 | phone:  1-877-OPEN-ILS (673-6457)
 | email:  ja...@esilibrary.com
 | web:  http://www.esilibrary.com

Re: [OPEN-ILS-GENERAL] Holds settings in Evergreen

[Kathy Lussier]

Hi all,

I'm also interested in hearing how other systems are using holds settings. I
was looking closely at stalling last week. I can see the appeal of using
stalling as a way to reduce delivery. However, I also would be concerned
about the delay that arises from stalling a hold, particularly in situations
where the pickup library does not own a title and is unlikely to check in a
copy of that title over the next few days. Are there many systems using
stalling? 

Thank you,
Kathy Lussier

-
Kathy Lussier
Project Coordinator
Massachusetts Library Network Cooperative
(508) 756-0172
(508) 755-3721 (fax)
kluss...@masslnc.org
IM: kmlussier (AOL  Yahoo)
Twitter: http://www.twitter.com/kmlussier
 
 
 

 -Original Message-
 From: open-ils-general-boun...@list.georgialibraries.org 
 [mailto:open-ils-general-boun...@list.georgialibraries.org] 
 On Behalf Of Rayner, June
 Sent: Tuesday, January 04, 2011 9:59 AM
 To: Evergreen Discussion Group
 Subject: [OPEN-ILS-GENERAL] Holds settings in Evergreen
 
 We understand that Evergreen holds is designed to minimize 
 items in transit.In our consortium, items are shared 
 among all the participating libraries.   In our current 
 non-Evergreen system, preference is given to holds that are  
 picked up at the owning library to reduce shipping.
 
  
 
 We're trying to decide how we want to set up the Evergreen 
 holds parameters for our consortium for the most efficient 
 hold fulfillment process, balancing minimized transit and 
 customer satisfaction.  We're interested in understanding how 
 other libraries have used the holds settings like stalling 
 and soft boundaries.
 

 
 June Rayner
 
 ILS Application Team
 
 eiNetwork
 
 rayn...@einetwork.net
 
 412-622-1941
 
  
 
 

[OPEN-ILS-GENERAL] Holds Queue

[James Wagner]

Many times, when patrons put holds on items, they want to know where
they are in the Holds Queue. In Staff Client we can go to View Holds to
see where they are on the list. Is there some way for patrons to see
what position they are in the Holds Queue from their account in the
OPAC?
 
James Wagner
Technical Services Co-ordinator
Lincoln Public Library
Vineland ON
905-562-5711
wag...@lincoln.library.on.ca
 

Re: [OPEN-ILS-GENERAL] Holds Queue

[Jason Etheridge]

On Fri, Oct 1, 2010 at 9:26 AM, James Wagner
wag...@lincoln.library.on.ca wrote:
 Many times, when patrons put holds on items, they want to know where they
 are in the Holds Queue. In Staff Client we can go to View Holds to see where
 they are on the list. Is there some way for patrons to see what position
 they are in the Holds Queue from their account in the OPAC?

In EG 2.0 (currently in alpha testing), there is a Queue Position
column for various holds lists in the staff client.  It's not in the
default skin for the OPAC, though it probably wouldn't be difficult to
add.

However, unless the Holds: FIFO setting is in effect (where FIFO
stands for First-In, First-Out), the Queue Position is a bit of a
fiction (an estimate), since there can be effectively multiple hold
queues, where holds with a given pickup lib get dibs on items found at
or coming into that pickup lib.  There's also a Top of Queue (or
Cut-In-Line) field on holds, which if set to true, gives such holds
priority over its peers (effectively making yet another queue).  Staff
can also directly modify the Request Date on a hold, which effectively
re-orders the holds queue.

Without FIFO, the answer to the question Am I next in line? isn't
straightforward, and even then, it can be affected by staff.

-- 
Jason Etheridge
 | VP, Tactical Development
 | Equinox Software, Inc. / Your Library's Guide to Open Source
 | phone:  1-877-OPEN-ILS (673-6457)
 | email:  ja...@esilibrary.com
 | web:  http://www.esilibrary.com

Re: [OPEN-ILS-GENERAL] Holds Aging

[Knapp, Wendy]

Hi Joan,

In our consortium of 72 libraries (live), libraries can place 6-month age 
protection on their new items.  Some choose to use it just for the popular 
materials, but not things like nonfiction.  That's up to library.  Both library 
staff and patrons are happy with this arrangement, since the materials stay 
with the home library's patrons for that timeframe.

Let me know if you have more questions on this.

Wendy

Wendy Knapp
Professional Development Office
Indiana State Library
140 North Senate Avenue
Indianapolis, IN 46204
317-232-3718
Fax: 317-232-0002
From: open-ils-general-boun...@list.georgialibraries.org 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Joan 
Kranich
Sent: Wednesday, September 08, 2010 11:51 AM
To: open-ils-general@list.georgialibraries.org
Subject: [OPEN-ILS-GENERAL] Holds Aging

Hello,

We are a large consortium and considering using the Holds Aging for our holds.  
 If you use Holds Aging , can you tell me about your experience?  Do you use it 
for all new material or just specific formats?  Are staff and patrons happy 
with the process?  Do you use the 3 month setting for filling holds within your 
library first?

Thanks.

Joan


Joan Kranich
C/W MARS Member Services
jkran...@cwmars.org