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

[Diane Disbro]

We have a dozen barcode numbers that are used and reused for ILLS. The ILL
clerk adds title and author and format to the ILL record, attaches the
barcode to the ILL strap, and places a hold for the patron. She checks in
the barcode which triggers a transit to the patron's pickup branch. When it
is checked in at the pickup branch, the patron receives an automated
notification. The owning branch is HQ so when the ILL is returned and
checked in, it is routed back to headquarters where the barcode is cleared
for its next use and the ILL is returned to the lending library.

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, Jan 3, 2023 at 9:39 AM Murphy, Benjamin via Evergreen-general <
evergreen-general at list.evergreen-ils.org> wrote:

> 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 <benjamin.murphy at ncdcr.gov> * |
> https://statelibrary.ncdcr.gov/services-libraries/nc-cardinal
>
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>
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