[Evergreen-general] How do you handle placing temporary ILL items on hold?

Murphy, Benjamin Benjamin.Murphy at ncdcr.gov
Tue Jan 3 10:39:44 EST 2023


We're looking for suggestions on how to efficiently place ILL items on hold for patrons that have requested them. (Items that aren't in Evergreen and won't need to be there long term.)

Current behavior we're getting is that the ILL item comes in, the staff add it as a pre-cat item, goes to the Item Status screen, scans it and places an item hold for the item for the patron. When the item is then checked in to capture the hold it says "send to cataloging" because its been added as a pre-cat item. That adds a level of complexity that we're hoping to avoid.

Our goal is to have a scenario where the ILL item can be efficiently placed on hold for the patron and then the ILL item can be removed once it has been circulated. Do any of you have a process you use? Do you have a bib record specifically for ILL items that you add items to? Do you have some other method that allows for the patron to be notified of the available hold and when it is due?

Benjamin Murphy
NC Cardinal Program Manager
State Library of North Carolina
benjamin.murphy at ncdcr.gov<mailto:benjamin.murphy at ncdcr.gov>  | https://statelibrary.ncdcr.gov/services-libraries/nc-cardinal
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Raleigh, North Carolina 27699-4600
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