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

[Jennifer Pringle]

Hi Benjamin,

For our libraries that want to be able to use Evergreen's automated  
notifications for ILLs we recommend they use a set of brief records  
with placeholder items that they rotate through (and keep in an item  
bucket).  (Libraries that don't want to use the automated  
notifications manually notify the patrons and then check the items out  
as pre-cats when the patron comes in.)

We've come up with record requirements to make it easy for libraries  
to identify when a bib record is a brief ILL record and what library  
created it.

http://docs.libraries.coop/policy/_using_brief_marc_records_for_incoming_ill.html

The one issue we haven't found an easy solution for is fines.  If  
libraries are entering the actual title of the item into the record  
and then the patron gets fines the title will change in the billing  
record if used for a future ILL.  Our current workarounds are to  
either use a generic title for all the record "Interlibrary Loan" or  
for staff to track ILL check ins and create manual bills where needed  
to replace the automatic ones. (However a lot of our libraries are now  
fine free which eliminates this issue for them.)

Hope this helps,

Jennifer


Quoting "Murphy, Benjamin via Evergreen-general"  
<evergreen-general at list.evergreen-ils.org>:

> 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
> 109 East Jones Street  | 4640 Mail Service Center
> Raleigh, North Carolina 27699-4600
> The State Library is part of the NC Department of Natural & Cultural  
> Resources.
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> North Carolina Public Records Law and may be disclosed to third  
> parties.


-- 
Jennifer Pringle (she/her)
Co-op Support - Training Lead
BC Libraries Cooperative
Toll-free: 1-888-848-9250
Email:jennifer.pringle at bc.libraries.coop
Website: http://bc.libraries.coop

Gratefully acknowledging that I live and work in the unceded  
Traditional Territory of the St'at'yemc Nations.