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

Mon Nov 8 11:35:50 EST 2021

This is all wonderful information! Thank you for the responses. We will
look forward to 3.8!

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

On Fri, Nov 5, 2021 at 9:24 AM Terran McCanna via Evergreen-general <
evergreen-general at list.evergreen-ils.org> wrote:

> I'm excited about the new settings, I think these could definitely reduce
> unnecessary transits for us.
>
> Since 3.8 will also be adding geolocation data to org units, another great
> wish list project would be for the holds targeter to be able to take
> geographic distance into account as well.
>
> Terran McCanna, PINES Program Manager
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> 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>
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