[Evergreen-general] Are you using Hold Groups?
Diane Disbro
ddisbro at scenicregional.org
Mon Aug 29 12:33:30 EDT 2022
This is great! When I was testing the feature and added patrons to groups,
it was NOT possible to see the group membership in the patron's account. I
just checked the live server and you are right! I can see groups that
patrons belong to.
Thanks!
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 Mon, Aug 29, 2022 at 8:53 AM Andrea Buntz Neiman <abneiman at equinoxoli.org>
wrote:
> Hi Diane,
>
> Staff can see a patron's hold group membership from their Patron account
> in the staff interface (under Other --> Hold Groups). Staff can remove a
> patron from a Hold Group via their Patron account, and add them to a Hold
> Group via Patron Search and/or the Circulation --> Hold Groups interface.
>
> Patrons can see their membership in all Hold Groups marked patron-visible
> from OPAC --> My Account:
>
>
> https://docs.evergreen-ils.org/eg/docs/latest/circulation/basic_holds.html#_from_the_my_account_interface_in_the_opac
>
> Patrons can remove themselves from patron-visible Hold Groups via the
> OPAC, but they cannot add themselves to Hold Groups - they need to ask
> staff to do that.
>
> Hope this helps,
> Andrea
>
> On Tue, Aug 23, 2022 at 11:39 AM Diane Disbro via Evergreen-general <
> evergreen-general at list.evergreen-ils.org> wrote:
>
>> I am very excited about using Hold Groups! Patrons don't always know when
>> an author publishes a new book.
>>
>> Not being able to see in the patron's account which group she belongs to
>> is a hindrance. Jane calls to see if she is in the Janet Evanovich group
>> and staff have to look through the list of patrons in that group rather
>> than accessing the information in Jane's account.
>>
>> 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 Tue, Aug 23, 2022 at 9:21 AM Terran McCanna via Evergreen-general <
>> evergreen-general at list.evergreen-ils.org> wrote:
>>
>>> 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
>>> ------------------------------
>>>
>>> Georgia Public Library Service | University System of Georgia
>>>
>>> 2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341
>>>
>>> (404) 235-7138 | tmccanna at georgialibraries.org
>>>
>>> http://help.georgialibraries.org | help at georgialibraries.org
>>>
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>>> <https://www.twitter.com/georgialibs>
>>>
>>> Join our email list <http://georgialibraries.org> for stories of
>>> Georgia libraries making an impact in our communities.
>>>
>>>
>>>
>>> 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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>>>> >
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>>>> <
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>>>> >
>>>> >
>>>> >
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>>>> >
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>
>
> --
> Andrea Buntz Neiman
> Project Manager for Software Development
> Equinox Open Library Initiative
> abneiman at equinoxOLI.org <abneiman at equinoxoli.org>
> 1-877-OPEN-ILS (673-6457) x5583
> *https://www.equinoxOLI.org/ <https://www.equinoxOLI.org/>*
>
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