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

Fri Nov 5 09:56:51 EDT 2021

Hi John,

You are correct and it has been merged so it will be in 3.8 when it is
released.

On Fri, Nov 5, 2021 at 9:54 AM John Amundson via Evergreen-general <
evergreen-general at list.evergreen-ils.org> wrote:

> 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
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>>> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>>>
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