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

[Joan Kranich]

Hi Benjamin,

Some of our libraries create a brief bibliographic record with the title of
their town name followed by ILL.  They add an item for each ILL item.  Some
use a numbering system in the call number and others put the title of the
item in the call number.

Some of our libraries use precat records to circulate ILL items.  A change
in the behavior of the precat record has had some of our libraries change
this workflow.

Joan

On Tue, Jan 3, 2023 at 12:09 PM Elizabeth Davis via Evergreen-general <
evergreen-general at list.evergreen-ils.org> wrote:

> Hi Benjamin
>
>
>
> We have a mix of workflows.
>
>    1. Some libraries use the Pre-cats and there are some distinct
>    workflow options:
>
>
>    1. Notify the patron and then check it out via the pre-cats when the
>       patron arrives to pick it up.
>       2. Check it out via the pre-cat option and then notify the patron
>       3. Have established pre-cat items that are recycled among the
>       ILLs.  For example, there is a pre-cat item that’s just Title: ILL #4 and
>       they check it in and out with each different ILL item. Tracking of which
>       item gets which ILL precat is done via paper.
>
>
>    1. Some libraries add brief/short records and there are some distinct
>    workflow options
>       1. Use an ILL template that are not OPAC visible but holdable.
>       Staff add the items and place the patron holds.  Evergreen takes over with
>       the notifications. Each ILL has it’s own record and it’s on the staff to
>       remove the records when the items are returned.
>       2. Some have generic ILL brief/short records that they recycle
>       among each ILL.  Similar to the established pre-cat ill outlined above.
>
>
>
> The libraries that use the brief/short record use it for the built in
> Evergreen notification features and the libraries that use the pre-cats
> tend to call patrons for normal holds notifications.
>
>
>
> We have a few libraries that use the public facing Notes feature to keep
> in touch with patrons regarding their ILL requests.  It also helps ILL
> staff keep the circulation staff updated on the status of requests.  We
> have a video of one of the libraries that uses this workflow here:
> https://youtu.be/W5KEFq7HO9M?t=956.
>
>
>
>
>
>
>
>
>
> *Elizabeth Davis* (she/her), *Support & Project Management Specialist*
>
> *Pennsylvania Integrated Library System **(PaILS) | SPARK*
>
> (717) 256-1627 | elizabeth.davis at sparkpa.org
> <katherine.dannehl at sparkpa.org>
> support.sparkpa.org | support at sparkpa.org
>
>
>
> *From:* Evergreen-general <
> evergreen-general-bounces at list.evergreen-ils.org> *On Behalf Of *Murphy,
> Benjamin via Evergreen-general
> *Sent:* Tuesday, January 3, 2023 10:40 AM
> *To:* evergreen-general at list.evergreen-ils.org
> *Cc:* Murphy, Benjamin <Benjamin.Murphy at ncdcr.gov>
> *Subject:* [Evergreen-general] How do you handle placing temporary ILL
> items on hold?
>
>
>
> 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  |
> 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.
>
> *Email correspondence to and from this address is subject to the North
> Carolina Public Records Law and may be disclosed to third parties.*
>
>
>
>
> _______________________________________________
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>


-- 

Joan Kranich | Library Applications Manager

CW MARS

jkranich at cwmars.org

508-755-3323 x321 or x1 <(508)%20755-3323>

http://www.cwmars.org

Pronouns <https://www.mypronouns.org/what-and-why>: she, her, hers
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