<div dir="ltr"><div>I'm excited about the new settings, I think these could definitely reduce unnecessary transits for us. <br></div><div><br></div><div>Since 3.8 will also be adding geolocation data to org units, another great wish list project would be for the holds targeter to be able to take geographic distance into account as well. <br></div><div><div><div dir="ltr" class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><br><div dir="ltr" style="margin-left:0pt"><table style="border:medium none;border-collapse:collapse"><colgroup><col width="94"><col width="530"></colgroup><tbody><tr style="height:123pt"><td style="vertical-align:top;padding:5pt"><p dir="ltr" style="line-height:1.2;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;font-family:Arial;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap"><span style="border:none;display:inline-block;overflow:hidden;width:75px;height:75px"><img src="https://lh6.googleusercontent.com/fJoF6o0xl9XByQZmykva1sv2n_cKGUXL_BH4crkpJgSqDu-yU7-5jIypuXBsEuoXCCBAAUQ2jUztJlZDNUVOlwl1bWZIL1W4wmFuEEzCLVMxUyhzdkV7jkcRcdZZni2z8OPz4xJA" style="margin-left:0px;margin-top:0px" width="75" height="75"></span></span></p></td><td style="vertical-align:top;padding:5pt"><p dir="ltr" style="line-height:1.2;margin-top:0pt;margin-bottom:0pt;margin-left:9pt"><span style="font-size:11pt;font-family:Verdana;color:rgb(30,67,155);background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap">Terran McCanna, PINES Program Manager</span></p><hr><p dir="ltr" style="line-height:1.2;margin-top:0pt;margin-bottom:0pt;margin-left:9pt"><span style="font-size:10pt;font-family:Verdana;color:rgb(0,0,0);background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap"></span><span style="font-size:9pt;font-family:Verdana;color:rgb(30,67,155);background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap">Georgia Public Library Service | University System of Georgia</span></p><p dir="ltr" style="line-height:1.2;margin-top:0pt;margin-bottom:0pt;margin-left:9pt"><span style="font-size:9pt;font-family:Verdana;color:rgb(30,67,155);background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap">2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341</span></p><p dir="ltr" style="line-height:1.2;margin-top:0pt;margin-bottom:0pt;margin-left:9pt"><span style="font-size:9pt;font-family:Verdana;color:rgb(30,67,155);background-color:rgb(255,255,255);font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap">(404) 235-7138</span><span style="font-size:9pt;font-family:Verdana;color:rgb(30,67,155);background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap"> | <a href="mailto:tmccanna@georgialibraries.org" target="_blank">tmccanna@georgialibraries.org</a> <br></span></p><p dir="ltr" style="line-height:1.2;margin-top:0pt;margin-bottom:0pt;margin-left:9pt"><span style="font-size:9pt;font-family:Verdana;color:rgb(30,67,155);background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap"><a href="http://help.georgialibraries.org" target="_blank">http://help.georgialibraries.org</a> | <a href="mailto:help@georgialibraries.org" target="_blank">help@georgialibraries.org</a><br></span></p><br><p dir="ltr" style="line-height:1.2;margin-top:0pt;margin-bottom:0pt;margin-left:9pt"><a href="https://www.facebook.com/georgialibraries" style="text-decoration:none" target="_blank"><span style="font-size:9pt;font-family:Verdana;color:#1155cc;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:underline;vertical-align:baseline;white-space:pre;white-space:pre-wrap"><span style="border:none;display:inline-block;overflow:hidden;width:36px;height:36px"><img src="https://lh4.googleusercontent.com/77DYzuoZ-zqC0pyQuYNKCrWaPuOANHsYTJze0JxE_iK4yW2sCswywdPCC8hCHOIyhO7KKIO-L6dlN1wIqdHFcyJmTa1fuc5Ok34dR8FQTtZHawpgNmovGxjg9RS0-WI74dFDHw0_" style="margin-left:0px;margin-top:0px" width="36" height="36"></span></span></a><a href="https://www.twitter.com/georgialibs" style="text-decoration:none" target="_blank"><span style="font-size:10pt;font-family:Verdana;color:#1155cc;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:underline;vertical-align:baseline;white-space:pre;white-spac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iv><div><br></div><div>Both intervals are based on hold request date. So if "2 days" is entered, then the stalling settings will only take effect during the hold's first 2 days of life.</div><div><br></div><div>In our network, we have the holds targeter set to retarget every 24 hours, and both stalling intervals set to 2 days. This means that for the first 2 days, the pickup library has the sole opportunity to pull their local hold as long as they have an available copy on their shelves.</div><div><br></div><div><img src="cid:ii_kvmfm7x90" alt="image.png" style="margin-right: 0px;"><br></div><div><br></div><div>This development is all still fairly new for us, but I will say, I haven't heard from any library complaining about the situation in Michele's email since enabling the new settings.</div><div><br></div><div>For the community, I believe this is going into 3.8.beta: <a href="https://bugs.launchpad.net/evergreen/+bug/1895052" target="_blank">https://bugs.launchpad.net/evergreen/+bug/1895052</a></div><div><br></div><div>John</div></div><div><div dir="ltr"><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><table style="color:rgb(80,0,80);font-size:12.8px;border:medium none;border-collapse:collapse"><tbody><tr style="height:0pt"><td style="border-right:0.5pt solid rgb(0,0,0);vertical-align:top;padding:5pt"><p><img src="https://docs.google.com/uc?export=download&id=1xv3zj4-WEOzHMBgGFrEKewtklybPaZdX&revid=0B24YDjiYdnqFVEVlQ1ZRbGJSWCt0MmU1cWtTNGpkMWlvYXE0PQ" width="96" height="63"></p></td><td style="border-left:0.5pt solid rgb(0,0,0);vertical-align:top;padding:5pt"><p dir="ltr" style="line-height:1.9872;margin-top:0pt;margin-bottom:0pt"><span style="font-size:10pt;font-family:Verdana;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline;white-space:pre-wrap">John Amundson | Library Applications Supervisor | CW MARS</span></p><p dir="ltr" style="line-height:1.9872;margin-top:0pt;margin-bottom:0pt"><span style="font-size:10pt;font-family:Verdana;vertical-align:baseline;white-space:pre-wrap;background-color:transparent"><font color="#000000"><a href="mailto:jamundson@cwmars.org" target="_blank">jamundson@cwmars.org</a> | <a href="tel:%28508%29%20755-3323" target="_blank">508-755-3323 x322</a></font></span></p><p dir="ltr" style="line-height:1.9872;margin-top:0pt;margin-bottom:0pt"><span style="font-size:10pt;font-family:Verdana;vertical-align:baseline;white-space:pre-wrap;background-color:transparent"><font color="#000000"><a href="https://www.cwmars.org/" target="_blank">https://www.cwmars.org</a></font></span></p><p dir="ltr" style="line-height:1.9872;margin-top:0pt;margin-bottom:0pt"><span style="font-size:10pt;font-family:Verdana;vertical-align:baseline;white-space:pre-wrap;background-color:transparent"><a href="https://www.mypronouns.org/he-him" target="_blank">he/him/his</a></span></p></td></tr></tbody></table></div></div></div></div></div></div></div></div></div></div></div></div></div></div><a href="http:///" target="_blank"></a></div></div></div></div></div></div></div><br></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Fri, Nov 5, 2021 at 9:26 AM Morgan, Michele via Evergreen-general <<a href="mailto:evergreen-general@list.evergreen-ils.org" target="_blank">evergreen-general@list.evergreen-ils.org</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div dir="ltr"><div class="gmail_default" style="font-family:verdana,sans-serif">Hi Diane,</div><div class="gmail_default" style="font-family:verdana,sans-serif"><br></div><div class="gmail_default" style="font-family:verdana,sans-serif">We have also run into the situation you describe in our consortium. Patrons place holds all hours of the day and night, so it's not infrequent that a patron places a hold at their library for an item that's on the shelf, and a day or two later, find that another library's item is in transit to their library for their hold and will take a couple of days to get to there, and all the while, the pickup library's item is on the shelf.</div><div class="gmail_default" style="font-family:verdana,sans-serif"><br></div><div class="gmail_default" style="font-family:verdana,sans-serif">We've tried using Stalling to help with this situation. It helped a great deal during limited service due to COVID, but it's not ideal, and applies all the time which seems overkill during normal operation.<br></div><div class="gmail_default" style="font-family:verdana,sans-serif"><br></div><div class="gmail_default" style="font-family:verdana,sans-serif">The report source Galen mentions is interesting, and sounds like it could help, but what would really be nice is if when targeting holds, Evergreen would know you are closed and keep your item for your hold on your pull list until the next targeting run, so you have a reasonable chance to pull it. </div><div class="gmail_default" style="font-family:verdana,sans-serif"><br></div><div class="gmail_default" style="font-family:verdana,sans-serif">I don't see a bug that describes this situation exactly, but would be willing to open one. </div><div class="gmail_default" style="font-family:verdana,sans-serif"><br></div><div class="gmail_default" style="font-family:verdana,sans-serif">Michele<br></div><div class="gmail_default" style="font-family:verdana,sans-serif"><br></div><div><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div><span style="font-family:verdana,sans-serif">--</span><br></div><div><font face="verdana, sans-serif">Michele M. Morgan, <span style="font-size:12.8px">Technical Support Analyst<br></span></font></div><div><span style="font-size:12.8px"><font face="verdana, sans-serif">North of Boston Library Exchange, Danvers Massachusetts</font></span></div><div><span style="font-size:12.8px"><a href="mailto:mmorgan@noblenet.org" target="_blank"><font face="verdana, sans-serif">mmorgan@noblenet.org</font></a></span></div><div><br></div></div></div></div></div></div></div></div><br></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Wed, Nov 3, 2021 at 6:15 PM Galen Charlton via Evergreen-general <<a href="mailto:evergreen-general@list.evergreen-ils.org" target="_blank">evergreen-general@list.evergreen-ils.org</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div dir="ltr"><div>Hi Diane,</div><div><br></div><div>There's a reporting source called "Unfulfilled Hold Targets" that might get you close to that. Any time the hold targeter retargets a hold, it logs an entry in the database noting the copy that was targeted, the library whose copy was targeted but who didn't pull the item, the date that the hold was retargeted, and a link to the hold itself.</div><div><br></div><div>Consequently, a report that uses that source, filters it by your library, the date range that the hold was retargeted, the home library of the patron who placed the requests, and whether the hold is still active and un-captured could be used to identify holds that you could fill locally, hopefully before the other libraries start processing their pull lists for resource-sharing.<br></div><div><br></div><div>Regards,</div><div><br></div><div>Galen<br></div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Wed, Nov 3, 2021 at 5:20 PM Diane Disbro via Evergreen-general <<a href="mailto:evergreen-general@list.evergreen-ils.org" target="_blank">evergreen-general@list.evergreen-ils.org</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div dir="ltr">Good afternoon -<div><br></div><div>Here's a wild idea. Wouldn't it be great if we could see yesterday's pull list? Then you could see if your patron submitted a request that targeted one of your items while you were closed then the hold bounced to a different library before you reopened. The hold was placed on Saturday. You were closed on Sunday. By the time you get to the pull list on Monday, the hold has moved to a different library. If you could look at Sunday's pull list, you could see items requested by your patrons that may no longer be targeting your item.</div><div><br></div><div>Let me know if I'm missing something.</div><div><br></div><div>Thank you.</div><div><br clear="all"><div><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><font face="arial black, sans-serif">Diane Disbro</font></div><div dir="ltr"><div>Pronouns: she/her</div><div>Circulation Coordinator</div><div>Scenic Regional Library</div><div>251 Union Plaza Drive</div><div>Union, MO 63084</div><div>(636) 583-0652 ext  110</div><div><span style="font-family:Raleway"><font color="#000000"><a href="mailto:ddisbro@scenicregional.org" target="_blank">ddisbro@scenicregional.org</a></font></span></div><div><span style="font-family:Raleway"><font color="#000000"><br></font></span></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
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</blockquote></div><br clear="all"><br>-- <br><div dir="ltr"><div dir="ltr">Galen Charlton<br>Implementation and IT Manager<br>Equinox Open Library Initiative<br><a href="mailto:gmc@equinoxOLI.org" target="_blank">gmc@equinoxOLI.org</a><br><a href="https://www.equinoxOLI.org" target="_blank">https://www.equinoxOLI.org</a> <br>phone: 877-OPEN-ILS (673-6457)<br>direct: 770-709-5581<br><a href="http://evergreen-ils.org" target="_blank"></a></div></div>
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