[Evergreen-acq] More questions from a new Evergreen library

[Jennifer Pringle]

Hi Karen,

For your second question, you can automatically blanket apply age hold protection to newly added items if you do age hold protection through your hold policies using the “item age” field rather than applying age hold protection on the item level.  (This also has the advantage that you don’t need to go back and manually remove the age hold protection item attribute as items age out of age hold protection.)  Otherwise you could batch edit the items through Item Status to add the age hold protection item attribute either by scanning all the items into Item Status or running a report and uploading the file into Item Status.

Your first question would be better answered by someone who works more directly with acqusitions than I do, but if you haven’t already I recommend taking a look at the line item worksheets and line item alerts.

Worksheets - https://docs.evergreen-ils.org/docs/latest/acquisitions/selection_lists_po.html#line_item_worksheet
Alerts - https://docs.evergreen-ils.org/docs/latest/acquisitions/selection_lists_po.html#line_item_notes_alerts

Hope this helps.  (We’re currently running 3.11.1)

Jennifer

--
Jennifer Pringle (she/her)
Co-op Support - Training Lead
BC Libraries Cooperative
Toll-free: 1-888-848-9250
Email:jennifer.pringle at bc.libraries.coop
Website: http://bc.libraries.coop

Gratefully acknowledging that I live and work in the unceded Traditional Territory of the St'at'yemc Nations.

From: Evergreen-acq <evergreen-acq-bounces at list.evergreen-ils.org> On Behalf Of Karen Young via Evergreen-acq
Sent: October 9, 2024 1:54 PM
To: Discussion of acquisitions in Evergreen <evergreen-acq at list.evergreen-ils.org>
Cc: Karen Young <kyoung at kplmo.org>
Subject: [Evergreen-acq] More questions from a new Evergreen library

Hi all -- Thanks again for the responses to my invoicing question this summer! I have a couple new questions that I'm hoping the group can help with.

1. How do you prioritize/rush new items with holds? In our current system (Polaris), we receive a pop-up message during the receiving/invoicing process that lets us know an item has a hold on it. We haven't been able to figure out a similar function in Evergreen. Right now we're thinking that reports are the way to go, but if anybody has a different process I'd love to hear about it.

2. Is there a way to automatically/blanket apply an Age Hold Protection to new items? I've searched in the Library Settings Editor under Local Admin and can't find a setting to control this on import. I *think* it might be something we can achieve via xpath, but my knowledge of xpath (so far) is only good enough to copy+paste code others have provided.

In case it matters -- we'll be migrating into version 3.11 and probably update to 3.13 next year.

Thanks!
Karen

Karen Young (she, her, hers)
Manager of Cataloging & Acquisitions
Kirkwood Public Library<https://kirkwoodpubliclibrary.org/>
140 E. Jefferson Ave.
Kirkwood, MO 63122
kyoung at kplmo.org<http://kyoung@kplmo.org/kyoung@kirkwoodpubliclibrary.org>
314-821-5770 x1014
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