[Evergreen-catalogers] Workflows for technical services holds

Fri Jan 3 14:49:21 EST 2025

Honestly, I never considered checking the items out. This might be the
solution!

Benjamin Kalish
Cataloger / Technology Librarian
Forbes Library Technical Services

bkalish at forbeslibrary.org
413-587-1011

Support Forbes Library:

   - Consider giving a gift
   <https://forbeslibrary.org/giving/donate-online/> to Forbes Library
   - Vote for the Friends of Forbes in the Florence Bank Community Grant
   Program <https://www.florencebank.com/vote>.
   - Join the Friends of Forbes today <https://forbeslibrary.org/friends/>!

Currently reading: *Jumpnauts* by Hao Jingfang
Just Finished: *Children of Memory* by Adrian Tchaikovsky

For information about accessibility at the library, please see:
http://forbeslibrary.org/accessibility/

On Fri, Jan 3, 2025 at 10:48 AM Chrisy Schroth via Evergreen-catalogers <
evergreen-catalogers at list.evergreen-ils.org> wrote:

> 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
>
> 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 <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> 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
>
> 413-587-1011
>
>
>
> Support Forbes Library:
>
> ·  Consider giving a gift
> <https://linkprotect.cudasvc.com/url?a=https%3a%2f%2fforbeslibrary.org%2fgiving%2fdonate-online%2f&c=E,1,PPU5k3Ejepsqh2xwkTAz9ruQgxW-LnySloqRvU0uNi9Au07g4Ky-qa2MgKnUDm8k5XMs6ongZrvqE_VVNaYeg4ThP3fDhOb4_F5jR5tP0dg9T49GSdnX&typo=0> to
> Forbes Library
>
> ·  Vote for the Friends of Forbes in the Florence Bank Community Grant
> Program
> <https://linkprotect.cudasvc.com/url?a=https%3a%2f%2fwww.florencebank.com%2fvote&c=E,1,tRBVbvtr_GXKkFEubPkywYSiXIP8uShBdzIKWiUpa7hesWy9APDvjNRj51iTAK9443dFthUeqOr_bw6jS9tjDVUFDyKsRdhzY04emQwU8w,,&typo=0>
> .
>
> ·  Join the Friends of Forbes today
> <https://linkprotect.cudasvc.com/url?a=https%3a%2f%2fforbeslibrary.org%2ffriends%2f&c=E,1,YidEsAcSeVzVytrnSsdMaTgH8ifE_-EHlCD4ynu5IA_nCVkeeaQ9Zuxf6pQbYmvfPKwqWmjweDlQZPpnM8tXvqUWic0XZ88iWIWr22Tcz2iE3q3r30b2Ew,,&typo=0>
> !
>
> Currently reading: *Jumpnauts* by Hao Jingfang
>
> Just Finished: *Children of Memory* by Adrian Tchaikovsky
>
>
>
> For information about accessibility at the library, please see:
> http://forbeslibrary.org/accessibility/
>
> <https://linkprotect.cudasvc.com/url?a=http%3a%2f%2fforbeslibrary.org%2faccessibility%2f&c=E,1,C--tbUQxxPL4c1NkrMR15s834hHimgUfNJ0A9OoLVoJ__IHEkS7og2-iTMP2_zd8bo88yB9EsFFfWsNsGIsuUmvl_kwuViw9e7E1cLMN2QrMPQ,,&typo=0>
> _______________________________________________
> Evergreen-catalogers mailing list
> Evergreen-catalogers at list.evergreen-ils.org
> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-catalogers
>
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