[Evergreen-catalogers] Workflows for technical services holds

[Chrisy Schroth]

Our process here is that each Cataloger has their own "Staff Card" that they use to place holds on items that they need to work on. One of us checks in the delivery from the branches and distributes the items to whomever they are on hold for. They check the item out on that staff card and do whatever they needed to do with it, check it in and send it back to the branch. If they expect they won't remember what the problem is they can put an item alert note in it with a brief description of the problem and remove it before they check it back in. We generally turn them around in a day, so we don't usually need to worry about other holds. Is there a reason the items can't just be checked out to the overlay, recutter, reclassify, etc. cards?

Thanks and have a great day!
Chrisy

Chrisy Schroth
Assistant Cataloger/Serials Coordinator
Kenton County Public Library
3095 Hulbert Avenue
Erlanger, KY 41018
859-578-7924 work
CHRISY.SCHROTH at KENTONLIBRARY.ORG<mailto:CHRISY.SCHROTH at KENTONLIBRARY.ORG>
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https://www.kentonlibrary.org/events

From: Evergreen-catalogers <evergreen-catalogers-bounces at list.evergreen-ils.org> On Behalf Of techservices pcpl.org via Evergreen-catalogers
Sent: Friday, January 3, 2025 10:28 AM
To: Evergreen Community Catalogers <evergreen-catalogers at list.evergreen-ils.org>
Cc: techservices pcpl.org <techservices at pcpl.org>
Subject: Re: [Evergreen-catalogers] Workflows for technical services holds


CAUTION: This email originated from outside of the KCPL Email System!
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<https://linkprotect.cudasvc.com/url?a=http%3a%2f%2fwww.pcpl.org%2f&c=E,1,xv-75nAHnz4y926oQwL0iCNaFqZlI4gtPNd2NG7z9W8ebH--5hcXCLr9PGWt8_NtJ_0uQNqwVWMgQ0pzX_bGRR4JtjpEZdpieBhOTo8L12A,&typo=0>
________________________________
From: Evergreen-catalogers <evergreen-catalogers-bounces at list.evergreen-ils.org<mailto:evergreen-catalogers-bounces at list.evergreen-ils.org>> on behalf of Benjamin Kalish via Evergreen-catalogers <evergreen-catalogers at list.evergreen-ils.org<mailto: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<mailto:evergreen-catalogers at list.evergreen-ils.org>>
Cc: Benjamin Kalish <bkalish at forbeslibrary.org<mailto: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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