[Evergreen-catalogers] Workflows for technical services holds

Benjamin Kalish bkalish at forbeslibrary.org
Thu Dec 12 10:48:52 EST 2024


I'm not satisfied with the workflows my department has around technical
service holds; it seems like there must be a better way!

We have seperate accounts according to various technical services tasks
(overaly, recutter, reclassify) that we use to place holds. This works
great in that it gets us the materials we need and all we have to do is
look at the slip to remember why we requested the item. But the process of
cancelling those holds and editing the items is very tedious. Currently we:

   - Scan the items on Item status
   - Click on each title, view the hold list, and cancel our hold
   - Check in all the items that don't have additional holds, to clear on
   the On Holdshelf status
   - Scan all the items on Item Status
   - Edit all the items with a status of reshelving to have a status of "In
   process"
   - Go ahead with our original task of reclassifying, recurring, or
   whatever

We normally aren't dealing with a lot of items at once, but we deal with
this regularly, and occasionally we do have a larger batch where all that
scanning really is a burden. Is there an Evergreen mechanism I don't know
about we should be using? Or some clever workflow that would save us some
time?

Thanks!

Benjamin Kalish
Cataloger / Technology Librarian
Forbes Library Technical Services

bkalish at forbeslibrary.org
413-587-1011

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