[Evergreen-general] Are you using Hold Groups?

Terran McCanna tmccanna at georgialibraries.org
Tue Aug 23 10:20:27 EDT 2022


In my opinion, the thing that would make Hold Groups much more usable would
be the ability to see all Hold Groups for a branch or system at once. As it
stands, when you pull up a list of existing hold groups it only shows your
own:

https://bugs.launchpad.net/evergreen/+bug/1955999

There is also some missing functionality in the Angular Staff Catalog that
still needs to be added for feature parity:

https://bugs.launchpad.net/evergreen/+bug/1918183


Terran McCanna, PINES Program Manager
------------------------------

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2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341

(404) 235-7138 | tmccanna at georgialibraries.org

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On Tue, Aug 23, 2022 at 10:03 AM Chauncey Montgomery via Evergreen-general <
evergreen-general at list.evergreen-ils.org> wrote:

> Our library was involved in supporting the initial development of this
> feature, because we wanted a way to easily place holds for multiple patrons
> on popular authors.  Using the concept of item buckets and patron buckets
> that allowed for batch processing, we thought we could easily expand that
> functionality to include batch hold processing.
>
> There is a learning curve to the feature, as pointed out by Terran, but
> once you get the hang of it, it is pretty easy.  I hope that eventually,
> patrons will be able to manage hold groups themselves, but as it is now
> staff manage them.  We had to start simple.  Perhaps if enough consortia
> start using the feature, we can fund additional development.
>
> In the meantime, we created a simple online form where patrons can select
> authors that they want to subscribe to.  The form data gets sent to our
> technical services staff, who are responsible for adding and deleting
> patrons to the hold groups.  They are also responsible for placing the
> holds when a new title arrives.
>
> Our patrons love the feature because they no longer need to constantly
> watch for release dates for their favorite authors.  For example, they know
> that if James Patterson has a new title coming out, they will automatically
> be placed on hold for the title.
>
> In addition to making life easier for patrons, hold groups are an
> excellent way for us to plan for demand.  The number of patrons in a hold
> group helps us determine how many initial copies of a title we need to
> purchase.  It takes some of the guesswork out of purchasing.
>
> If you have additional questions, let me know.
>
> Cheers.
> CM
> --
> Chauncey G. Montgomery
> Director/Fiscal Officer
> Community Library | Sunbury, Ohio
> 740-965-3901 | www.yourcl.org
>
> On 8/22/22 10:00 AM, Misty via Evergreen-general wrote:
> > I use this feature all the time. I like it because it makes everything
> more fair to the patrons by being randomized :)
> >
> > /*Misty Morse [She/Her]
> > Librarian Assistant/Cataloger/Notary Public
> > Clinton Public Library
> > */*765-832-8349
> > 313 S. 4th St. Clinton, In.,478**42*
> > *“Reading one book is like eating one potato chip"*― Diane Duane, So You
> Want to Be a Wizard <https://www.goodreads.com/work/quotes/3464>
> >
> >
> > On Mon, Aug 22, 2022 at 09:57 AM, Terran McCanna via Evergreen-general <
> evergreen-general at list.evergreen-ils.org> wrote:
> >
> >     Hold Groups are specialized User Buckets that allow you to save a
> group of users that you want to be able to place holds for all at once. For
> example, you could have a book club hold group that allows you to place
> each month's selection on hold for all members at once instead of one
> patron at a time. Or a list of patrons who want the next James Patterson
> book placed on hold as soon as it is available.
> >
> >
> >
> >       Terran McCanna, PINES Program Manager
> >
>  ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
> >     Georgia Public Library Service | University System of Georgia
> >     2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341
> >     (404) 235-7138| tmccanna at georgialibraries.org <mailto:
> tmccanna at georgialibraries.org>
> >
> >     http://help.georgialibraries.org <http://help.georgialibraries.org>
> | help at georgialibraries.org <mailto:help at georgialibraries.org>
> >
> >
> >     <https://www.facebook.com/georgialibraries><
> https://www.twitter.com/georgialibs><
> https://www.instagram.com/georgialibraries/><
> https://www.twitter.com/georgialibs>
> >     Join our email list <http://georgialibraries.org>for stories of
> Georgia libraries making an impact in our communities.
> >
> >
> >
> >
> >     On Mon, Aug 22, 2022 at 9:50 AM Brandi Sanders via Evergreen-general
> <evergreen-general at list.evergreen-ils.org <mailto:
> evergreen-general at list.evergreen-ils.org>> wrote:
> >
> >         Ok, someone explain, what are hold groups and what are they used
> for?
> >
> >         -----Original Message-----
> >         From: "Diane Disbro via Evergreen-general" <
> evergreen-general at list.evergreen-ils.org <mailto:
> evergreen-general at list.evergreen-ils.org>>
> >         Sent: Monday, August 22, 2022 9:13am
> >         To: "Evergreen Discussion Group" <
> evergreen-general at list.evergreen-ils.org <mailto:
> evergreen-general at list.evergreen-ils.org>>
> >         Cc: "Diane Disbro" <ddisbro at scenicregional.org <mailto:
> ddisbro at scenicregional.org>>
> >         Subject: [Evergreen-general] Are you using Hold Groups?
> >
> >
> >         Good morning -
> >         My library will begin offering Hold Groups to patrons in
> October. Are those of you who already use Hold Groups happy with how it
> works?
> >         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 <mailto:ddisbro at scenicregional.org>
> >
> >
> >
> >
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