Re: [OPEN-ILS-GENERAL] Items not on Reserve being held for a patron

[Diane Disbro]

Good morning, Dawn-

Yes, the best way to handle this is to place a copy hold and fill it. The
branch where the hold is available for pick-up shows in the patron account
and in the item record,

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

On Fri, May 19, 2017 at 6:28 AM, Joan Kranich  wrote:

> Hi Dawn,
>
> Our libraries do not change the status of the item when a patron asks for
> the item to be set aside for them.  Most of our libraries place a Hold for
> the patron, check in the item, and place it on the Holds Shelf.
>
> Joan
>
> On Thu, May 18, 2017 at 3:00 PM, Dawn Fritz  wrote:
>
>> Hi,
>>
>> We will be moving from Sierra to Evergreen this October. Presently, when
>> a patron asks us to put an item which is on the shelf aside for them, we
>> change the item status to "Main Lib hold", "Branch 1 hold" or "Branch 2
>> hold". These statuses reflect our 3 branches and help in searches for the
>> items. There is no fee charged to the patron for this service. When we
>> check the item out to the patron, the system prompts us to clear the hold
>> status.
>>
>> I see in Evergreen that there are 2 statuses which contain the word
>> "Reserve". Does anyone use these for held items which don't have the "On
>> Holds shelf" designation? Also, does anyone have a way to show which branch
>> has the item?
>>
>> Thanks,
>>
>> Dawn Fritz - Circulation Manager
>> Bethlehem Area Public Library
>> Bethlehem Pa
>>
>>
>
>
> --
> Joan Kranich
> C/W MARS Member Services
> jkran...@cwmars.org
> 508-755-3323 ext. 321 <(508)%20755-3323> or ext. 1
>

Re: [OPEN-ILS-GENERAL] Items not on Reserve being held for a patron

[Joan Kranich]

Hi,

I've also been told that when adding a local/custom Copy Status it should
be added with a high number ID.  As development occurs it may include a new
Copy Status and may assign an ID number used for a local Copy Status.
Others with more experience can provide guidance on that.

Joan

On Fri, May 19, 2017 at 8:55 AM, Morgan, Michele 
wrote:

> Hi Dawn,
>
> One more thing worth mentioning. Evergreen allows you to create additional
> statuses, so you could consider creating the statuses you mentioned above
> for that purpose.
>
> I would echo what Joan said, though, that it's preferable to place a hold
> for the patron. That way the system does the work of keeping track of the
> item. Also, you'll have the benefit of tracking this type of service in
> your filled holds statistics.
>
> Hope this helps,
> Michele
>
> --
> Michele M. Morgan, Technical Support Analyst
> North of Boston Library Exchange, Danvers Massachusetts
> mmor...@noblenet.org
>
>
> On Fri, May 19, 2017 at 8:38 AM, Dawn Fritz  wrote:
>
>> Thank you all for the insight and definitions!
>>
>> Dawn
>>
>> On Fri, May 19, 2017 at 8:01 AM, Kathy Lussier 
>> wrote:
>>
>>> Hi Dawn,
>>>
>>> I also wanted to provide some explanation on  the use for the reserves
>>> statuses you mentioned.
>>>
>>> The reserves status is something that is used for academic course
>>> reserves.
>>>
>>> On reservation shelf is something that's used in conjunction with the
>>> booking module. It's basically the 'on the holds' shelf equivalent for
>>> items that are booked for a specific time period.
>>>
>>> I hope this helps!
>>>
>>> Kathy
>>>
>>> On 05/19/2017 07:28 AM, Joan Kranich wrote:
>>>
>>> Hi Dawn,
>>>
>>> Our libraries do not change the status of the item when a patron asks
>>> for the item to be set aside for them.  Most of our libraries place a Hold
>>> for the patron, check in the item, and place it on the Holds Shelf.
>>>
>>> Joan
>>>
>>> On Thu, May 18, 2017 at 3:00 PM, Dawn Fritz  wrote:
>>>
 Hi,

 We will be moving from Sierra to Evergreen this October. Presently,
 when a patron asks us to put an item which is on the shelf aside for them,
 we change the item status to "Main Lib hold", "Branch 1 hold" or "Branch 2
 hold". These statuses reflect our 3 branches and help in searches for the
 items. There is no fee charged to the patron for this service. When we
 check the item out to the patron, the system prompts us to clear the hold
 status.

 I see in Evergreen that there are 2 statuses which contain the word
 "Reserve". Does anyone use these for held items which don't have the "On
 Holds shelf" designation? Also, does anyone have a way to show which branch
 has the item?

 Thanks,

 Dawn Fritz - Circulation Manager
 Bethlehem Area Public Library
 Bethlehem Pa


>>>
>>>
>>> --
>>> Joan Kranich
>>> C/W MARS Member Services
>>> jkran...@cwmars.org
>>> 508-755-3323 ext. 321 <(508)%20755-3323> or ext. 1
>>>
>>>
>>> --
>>> Kathy Lussier
>>> Project Coordinator
>>> Massachusetts Library Network Cooperative(508) 343-0128kluss...@masslnc.org
>>> Twitter: http://www.twitter.com/kmlussier
>>>
>>>
>>
>


-- 
Joan Kranich
C/W MARS Member Services
jkran...@cwmars.org
508-755-3323 ext. 321 or ext. 1

Re: [OPEN-ILS-GENERAL] Items not on Reserve being held for a patron

[Morgan, Michele]

Hi Dawn,

One more thing worth mentioning. Evergreen allows you to create additional
statuses, so you could consider creating the statuses you mentioned above
for that purpose.

I would echo what Joan said, though, that it's preferable to place a hold
for the patron. That way the system does the work of keeping track of the
item. Also, you'll have the benefit of tracking this type of service in
your filled holds statistics.

Hope this helps,
Michele

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


On Fri, May 19, 2017 at 8:38 AM, Dawn Fritz  wrote:

> Thank you all for the insight and definitions!
>
> Dawn
>
> On Fri, May 19, 2017 at 8:01 AM, Kathy Lussier 
> wrote:
>
>> Hi Dawn,
>>
>> I also wanted to provide some explanation on  the use for the reserves
>> statuses you mentioned.
>>
>> The reserves status is something that is used for academic course
>> reserves.
>>
>> On reservation shelf is something that's used in conjunction with the
>> booking module. It's basically the 'on the holds' shelf equivalent for
>> items that are booked for a specific time period.
>>
>> I hope this helps!
>>
>> Kathy
>>
>> On 05/19/2017 07:28 AM, Joan Kranich wrote:
>>
>> Hi Dawn,
>>
>> Our libraries do not change the status of the item when a patron asks for
>> the item to be set aside for them.  Most of our libraries place a Hold for
>> the patron, check in the item, and place it on the Holds Shelf.
>>
>> Joan
>>
>> On Thu, May 18, 2017 at 3:00 PM, Dawn Fritz  wrote:
>>
>>> Hi,
>>>
>>> We will be moving from Sierra to Evergreen this October. Presently, when
>>> a patron asks us to put an item which is on the shelf aside for them, we
>>> change the item status to "Main Lib hold", "Branch 1 hold" or "Branch 2
>>> hold". These statuses reflect our 3 branches and help in searches for the
>>> items. There is no fee charged to the patron for this service. When we
>>> check the item out to the patron, the system prompts us to clear the hold
>>> status.
>>>
>>> I see in Evergreen that there are 2 statuses which contain the word
>>> "Reserve". Does anyone use these for held items which don't have the "On
>>> Holds shelf" designation? Also, does anyone have a way to show which branch
>>> has the item?
>>>
>>> Thanks,
>>>
>>> Dawn Fritz - Circulation Manager
>>> Bethlehem Area Public Library
>>> Bethlehem Pa
>>>
>>>
>>
>>
>> --
>> Joan Kranich
>> C/W MARS Member Services
>> jkran...@cwmars.org
>> 508-755-3323 ext. 321 <(508)%20755-3323> or ext. 1
>>
>>
>> --
>> Kathy Lussier
>> Project Coordinator
>> Massachusetts Library Network Cooperative(508) 343-0128kluss...@masslnc.org
>> Twitter: http://www.twitter.com/kmlussier
>>
>>
>

Re: [OPEN-ILS-GENERAL] Items not on Reserve being held for a patron

[Martha Driscoll]

Dawn,

In case it hasn't already been mentioned, you can create those 3 
statuses in Evergreen and use them like you were doing in Sierra.


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

On 5/19/2017 8:38 AM, Dawn Fritz wrote:

Thank you all for the insight and definitions!

Dawn

On Fri, May 19, 2017 at 8:01 AM, Kathy Lussier > wrote:


Hi Dawn,

I also wanted to provide some explanation on  the use for the
reserves statuses you mentioned.

The reserves status is something that is used for academic course
reserves.

On reservation shelf is something that's used in conjunction with
the booking module. It's basically the 'on the holds' shelf
equivalent for items that are booked for a specific time period.

I hope this helps!

Kathy


On 05/19/2017 07:28 AM, Joan Kranich wrote:

Hi Dawn,

Our libraries do not change the status of the item when a patron
asks for the item to be set aside for them.  Most of our
libraries place a Hold for the patron, check in the item, and
place it on the Holds Shelf.

Joan

On Thu, May 18, 2017 at 3:00 PM, Dawn Fritz > wrote:

Hi,

We will be moving from Sierra to Evergreen this October.
Presently, when a patron asks us to put an item which is on
the shelf aside for them, we change the item status to "Main
Lib hold", "Branch 1 hold" or "Branch 2 hold". These statuses
reflect our 3 branches and help in searches for the items.
There is no fee charged to the patron for this service. When
we check the item out to the patron, the system prompts us to
clear the hold status.

I see in Evergreen that there are 2 statuses which contain
the word "Reserve". Does anyone use these for held items
which don't have the "On Holds shelf" designation? Also, does
anyone have a way to show which branch has the item?

Thanks,

Dawn Fritz - Circulation Manager
Bethlehem Area Public Library
Bethlehem Pa




-- 
Joan Kranich

C/W MARS Member Services
jkran...@cwmars.org 
508-755-3323 ext. 321  or ext. 1


-- 
Kathy Lussier

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




---
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Re: [OPEN-ILS-GENERAL] Items not on Reserve being held for a patron

[Dawn Fritz]

Thank you all for the insight and definitions!

Dawn

On Fri, May 19, 2017 at 8:01 AM, Kathy Lussier  wrote:

> Hi Dawn,
>
> I also wanted to provide some explanation on  the use for the reserves
> statuses you mentioned.
>
> The reserves status is something that is used for academic course reserves.
>
> On reservation shelf is something that's used in conjunction with the
> booking module. It's basically the 'on the holds' shelf equivalent for
> items that are booked for a specific time period.
>
> I hope this helps!
>
> Kathy
>
> On 05/19/2017 07:28 AM, Joan Kranich wrote:
>
> Hi Dawn,
>
> Our libraries do not change the status of the item when a patron asks for
> the item to be set aside for them.  Most of our libraries place a Hold for
> the patron, check in the item, and place it on the Holds Shelf.
>
> Joan
>
> On Thu, May 18, 2017 at 3:00 PM, Dawn Fritz  wrote:
>
>> Hi,
>>
>> We will be moving from Sierra to Evergreen this October. Presently, when
>> a patron asks us to put an item which is on the shelf aside for them, we
>> change the item status to "Main Lib hold", "Branch 1 hold" or "Branch 2
>> hold". These statuses reflect our 3 branches and help in searches for the
>> items. There is no fee charged to the patron for this service. When we
>> check the item out to the patron, the system prompts us to clear the hold
>> status.
>>
>> I see in Evergreen that there are 2 statuses which contain the word
>> "Reserve". Does anyone use these for held items which don't have the "On
>> Holds shelf" designation? Also, does anyone have a way to show which branch
>> has the item?
>>
>> Thanks,
>>
>> Dawn Fritz - Circulation Manager
>> Bethlehem Area Public Library
>> Bethlehem Pa
>>
>>
>
>
> --
> Joan Kranich
> C/W MARS Member Services
> jkran...@cwmars.org
> 508-755-3323 ext. 321 <(508)%20755-3323> or ext. 1
>
>
> --
> Kathy Lussier
> Project Coordinator
> Massachusetts Library Network Cooperative(508) 343-0128kluss...@masslnc.org
> Twitter: http://www.twitter.com/kmlussier
>
>

Re: [OPEN-ILS-GENERAL] Items not on Reserve being held for a patron

[Kathy Lussier]

Hi Dawn,

I also wanted to provide some explanation on  the use for the reserves 
statuses you mentioned.


The reserves status is something that is used for academic course reserves.

On reservation shelf is something that's used in conjunction with the 
booking module. It's basically the 'on the holds' shelf equivalent for 
items that are booked for a specific time period.


I hope this helps!

Kathy


On 05/19/2017 07:28 AM, Joan Kranich wrote:

Hi Dawn,

Our libraries do not change the status of the item when a patron asks 
for the item to be set aside for them.  Most of our libraries place a 
Hold for the patron, check in the item, and place it on the Holds Shelf.


Joan

On Thu, May 18, 2017 at 3:00 PM, Dawn Fritz > wrote:


Hi,

We will be moving from Sierra to Evergreen this October.
Presently, when a patron asks us to put an item which is on the
shelf aside for them, we change the item status to "Main Lib
hold", "Branch 1 hold" or "Branch 2 hold". These statuses reflect
our 3 branches and help in searches for the items. There is no fee
charged to the patron for this service. When we check the item out
to the patron, the system prompts us to clear the hold status.

I see in Evergreen that there are 2 statuses which contain the
word "Reserve". Does anyone use these for held items which don't
have the "On Holds shelf" designation? Also, does anyone have a
way to show which branch has the item?

Thanks,

Dawn Fritz - Circulation Manager
Bethlehem Area Public Library
Bethlehem Pa




--
Joan Kranich
C/W MARS Member Services
jkran...@cwmars.org 
508-755-3323 ext. 321 or ext. 1


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

Re: [OPEN-ILS-GENERAL] Items not on Reserve being held for a patron

[Joan Kranich]

Hi Dawn,

Our libraries do not change the status of the item when a patron asks for
the item to be set aside for them.  Most of our libraries place a Hold for
the patron, check in the item, and place it on the Holds Shelf.

Joan

On Thu, May 18, 2017 at 3:00 PM, Dawn Fritz  wrote:

> Hi,
>
> We will be moving from Sierra to Evergreen this October. Presently, when a
> patron asks us to put an item which is on the shelf aside for them, we
> change the item status to "Main Lib hold", "Branch 1 hold" or "Branch 2
> hold". These statuses reflect our 3 branches and help in searches for the
> items. There is no fee charged to the patron for this service. When we
> check the item out to the patron, the system prompts us to clear the hold
> status.
>
> I see in Evergreen that there are 2 statuses which contain the word
> "Reserve". Does anyone use these for held items which don't have the "On
> Holds shelf" designation? Also, does anyone have a way to show which branch
> has the item?
>
> Thanks,
>
> Dawn Fritz - Circulation Manager
> Bethlehem Area Public Library
> Bethlehem Pa
>
>


-- 
Joan Kranich
C/W MARS Member Services
jkran...@cwmars.org
508-755-3323 ext. 321 or ext. 1