[Evergreen-general] See yesterday's pull list?

Fri Nov 5 09:53:40 EDT 2021

Hello, all.

CW MARS had this same issue, so we contracted with Equinox to try to
improve the situation Michele describes. This resulted in 2 new library
settings:

   - "Pickup Library Soft Stalling Interval"
   - "Pickup Library Hard Stalling Interval"

The first is an alternative to the existing Soft Stalling Interval that can
be set by Pickup Library. During the entered interval,
opportunistic capture is disabled at all libraries except for the pickup
library. This helps with situations where an item might show up on a pull
list, and the pickup library doesn't have a chance to pull it before it's
opportunistically captured elsewhere. What's nice about the new setting is
that different libraries in the consortium can have different values. For
example, if a library is only open 3 days a week, they may set this higher
to provide a better chance of pulling the item for their hold.

What this doesn't help with, however, is the holds retargeting as part of
the normal course of the events. If your targeter is set up for 24 hours,
then the hold still moves on after 24 hours. That's where Hard Stalling
comes in. When this is set, and there is an available copy at the pickup
library, the hold will not target any other copy during the set interval.
This means that during the set interval, there should be little to no
chance that an item at another library will capture your hold. This is also
based on pickup library, so it can be set higher for libraries open fewer
days. Equinox foresees hard stalling to be set at the same or lower value
than the soft stalling interval.

Both intervals are based on hold request date. So if "2 days" is entered,
then the stalling settings will only take effect during the hold's first 2
days of life.

In our network, we have the holds targeter set to retarget every 24 hours,
and both stalling intervals set to 2 days. This means that for the first 2
days, the pickup library has the sole opportunity to pull their local hold
as long as they have an available copy on their shelves.

[image: image.png]

This development is all still fairly new for us, but I will say, I haven't
heard from any library complaining about the situation in Michele's email
since enabling the new settings.

For the community, I believe this is going into 3.8.beta:
https://bugs.launchpad.net/evergreen/+bug/1895052

John

John Amundson | Library Applications Supervisor | CW MARS

jamundson at cwmars.org | 508-755-3323 x322 <%28508%29%20755-3323>

https://www.cwmars.org

he/him/his <https://www.mypronouns.org/he-him>

On Fri, Nov 5, 2021 at 9:26 AM Morgan, Michele via Evergreen-general <
evergreen-general at list.evergreen-ils.org> wrote:

> Hi Diane,
>
> We have also run into the situation you describe in our consortium.
> Patrons place holds all hours of the day and night, so it's not infrequent
> that a patron places a hold at their library for an item that's on the
> shelf, and a day or two later, find that another library's item is in
> transit to their library for their hold and will take a couple of days to
> get to there, and all the while, the pickup library's item is on the shelf.
>
> We've tried using Stalling to help with this situation. It helped a great
> deal during limited service due to COVID, but it's not ideal, and applies
> all the time which seems overkill during normal operation.
>
> The report source Galen mentions is interesting, and sounds like it could
> help, but what would really be nice is if when targeting holds, Evergreen
> would know you are closed and keep your item for your hold on your pull
> list until the next targeting run, so you have a reasonable chance to pull
> it.
>
> I don't see a bug that describes this situation exactly, but would be
> willing to open one.
>
> Michele
>
> --
> Michele M. Morgan, Technical Support Analyst
> North of Boston Library Exchange, Danvers Massachusetts
> mmorgan at noblenet.org
>
>
>
> On Wed, Nov 3, 2021 at 6:15 PM Galen Charlton via Evergreen-general <
> evergreen-general at list.evergreen-ils.org> wrote:
>
>> Hi Diane,
>>
>> There's a reporting source called "Unfulfilled Hold Targets" that might
>> get you close to that. Any time the hold targeter retargets a hold, it logs
>> an entry in the database noting the copy that was targeted, the library
>> whose copy was targeted but who didn't pull the item, the date that the
>> hold was retargeted, and a link to the hold itself.
>>
>> Consequently, a report that uses that source, filters it by your library,
>> the date range that the hold was retargeted, the home library of the patron
>> who placed the requests, and whether the hold is still active and
>> un-captured could be used to identify holds that you could fill locally,
>> hopefully before the other libraries start processing their pull lists for
>> resource-sharing.
>>
>> Regards,
>>
>> Galen
>>
>> On Wed, Nov 3, 2021 at 5:20 PM Diane Disbro via Evergreen-general <
>> evergreen-general at list.evergreen-ils.org> wrote:
>>
>>> Good afternoon -
>>>
>>> Here's a wild idea. Wouldn't it be great if we could see yesterday's
>>> pull list? Then you could see if your patron submitted a request that
>>> targeted one of your items while you were closed then the hold bounced to a
>>> different library before you reopened. The hold was placed on Saturday. You
>>> were closed on Sunday. By the time you get to the pull list on Monday, the
>>> hold has moved to a different library. If you could look at Sunday's pull
>>> list, you could see items requested by your patrons that may no longer be
>>> targeting your item.
>>>
>>> Let me know if I'm missing something.
>>>
>>> Thank you.
>>>
>>> Diane Disbro
>>> Pronouns: she/her
>>> Circulation Coordinator
>>> Scenic Regional Library
>>> 251 Union Plaza Drive
>>> Union, MO 63084
>>> (636) 583-0652 ext  110
>>> ddisbro at scenicregional.org
>>>
>>> _______________________________________________
>>> Evergreen-general mailing list
>>> Evergreen-general at list.evergreen-ils.org
>>> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>>>
>>
>>
>> --
>> Galen Charlton
>> Implementation and IT Manager
>> Equinox Open Library Initiative
>> gmc at equinoxOLI.org
>> https://www.equinoxOLI.org
>> phone: 877-OPEN-ILS (673-6457)
>> direct: 770-709-5581
>> <http://evergreen-ils.org>
>> _______________________________________________
>> Evergreen-general mailing list
>> Evergreen-general at list.evergreen-ils.org
>> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>>
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