[Evergreen-catalogers] Workflows for technical services holds

[techservices pcpl.org]

Good morning Benjamin,

I was wondering if anyone from the listserv ever reached out with a better workflow? I have a very similar process and it's tedious and time consuming. I'd love to cut out some steps as well.

Thanks,

Nicole (She/Her)
Technical Services Manager
Pike County Public Library
119 E. Harford Street
Milford, PA 18337
Phone: (570) 296-8211
techservices at pcpl.org<mailto:techservices at pcpl.org> | www.pcpl.org<http://www.pcpl.org/>
________________________________
From: Evergreen-catalogers <evergreen-catalogers-bounces at list.evergreen-ils.org> on behalf of Benjamin Kalish via Evergreen-catalogers <evergreen-catalogers at list.evergreen-ils.org>
Sent: Thursday, December 12, 2024 10:48 AM
To: Evergreen Community Catalogers <evergreen-catalogers at list.evergreen-ils.org>
Cc: Benjamin Kalish <bkalish at forbeslibrary.org>
Subject: [Evergreen-catalogers] Workflows for technical services holds

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<mailto:bkalish at forbeslibrary.org>
413-587-1011

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