[Evergreen-catalogers] Workflows for technical services holds

Fri Jan 3 15:40:34 EST 2025

Checking the items out is certainly a good solution!

There is yet another workflow component that you might want to consider
using if you want to make sure your hold is on the top of the queue and you
want to save some time. (There are so many options with holds!) For item
holds, you can do either a "Force" or "Recall" hold.  The options are
available at the bottom of the screen when placing the hold -- see image
below.

   - *Force Hold* = place hold on item for staff user account, hold forced
   to top of queue, item routed to staff person requesting the item
   - *Recall Hold* = place hold on item, move to top of queue, item routed
   to "Cataloging" but not a specific staff person

For either option, when the item is checked in, it is routed as described
and there is no need for additional manual manipulation of other holds.

[image: image.png]

Hope that helps -
Best,
Jennifer

---

Jennifer Weston, MLIS

Product and Education Manager | Assistant Operations Manager

Equinox Open Library Initiative

*jennifer.weston at equinoxOLI.org <jennifer.weston at equinoxOLI.org>*

1-877-OPEN-ILS (673-6457)

direct: 770-709-5574

*www.equinoxOLI.org <http://www.equinoxOLI.org>*

On Fri, Jan 3, 2025 at 2:49 PM Benjamin Kalish via Evergreen-catalogers <
evergreen-catalogers at list.evergreen-ils.org> wrote:

> 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
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>    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>
>> _______________________________________________
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>> Evergreen-catalogers at list.evergreen-ils.org
>>
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>>
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