<div dir="ltr">Hi Diane,<div><br></div><div>Staff can see a patron's hold group membership from their Patron account in the staff interface (under Other --> Hold Groups). Staff can remove a patron from a Hold Group via their Patron account, and add them to a Hold Group via Patron Search and/or the Circulation --> Hold Groups interface.</div><div><br></div><div>Patrons can see their membership in all Hold Groups marked patron-visible from OPAC --> My Account:</div><div><br></div><div><a href="https://docs.evergreen-ils.org/eg/docs/latest/circulation/basic_holds.html#_from_the_my_account_interface_in_the_opac">https://docs.evergreen-ils.org/eg/docs/latest/circulation/basic_holds.html#_from_the_my_account_interface_in_the_opac</a><br></div><div><br></div><div>Patrons can remove themselves from patron-visible Hold Groups via the OPAC, but they cannot add themselves to Hold Groups - they need to ask staff to do that.</div><div><br></div><div>Hope this helps,</div><div>Andrea</div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Tue, Aug 23, 2022 at 11:39 AM Diane Disbro via Evergreen-general <<a href="mailto:evergreen-general@list.evergreen-ils.org">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">I am very excited about using Hold Groups! Patrons don't always know when an author publishes a new book. <div><br></div><div>Not being able to see in the patron's account which group she belongs to is a hindrance. Jane calls to see if she is in the Janet Evanovich group and staff have to look through the list of patrons in that group rather than accessing the information in Jane's account.</div><div><br></div><div><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><br></div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Tue, Aug 23, 2022 at 9:21 AM Terran McCanna 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>In my opinion, the thing that would make Hold Groups much more usable would be the ability to see all Hold Groups for a branch or system at once. As it stands, when you pull up a list of existing hold groups it only shows your own:</div><div><br></div><div><a href="https://bugs.launchpad.net/evergreen/+bug/1955999" target="_blank">https://bugs.launchpad.net/evergreen/+bug/1955999</a></div><div><br></div><div>There is also some missing functionality in the Angular Staff Catalog that still needs to be added for feature parity:</div><div><br></div><div><a href="https://bugs.launchpad.net/evergreen/+bug/1918183" target="_blank">https://bugs.launchpad.net/evergreen/+bug/1918183</a></div><div><br></div><div><div><div><div dir="ltr"><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:rgb(0,0,0);background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;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; 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Using the concept of item buckets and patron buckets that allowed for batch processing, we thought we could easily expand that functionality to include batch hold processing.<br>
<br>
There is a learning curve to the feature, as pointed out by Terran, but once you get the hang of it, it is pretty easy. I hope that eventually, patrons will be able to manage hold groups themselves, but as it is now staff manage them. We had to start simple. Perhaps if enough consortia start using the feature, we can fund additional development.<br>
<br>
In the meantime, we created a simple online form where patrons can select authors that they want to subscribe to. The form data gets sent to our technical services staff, who are responsible for adding and deleting patrons to the hold groups. They are also responsible for placing the holds when a new title arrives.<br>
<br>
Our patrons love the feature because they no longer need to constantly watch for release dates for their favorite authors. For example, they know that if James Patterson has a new title coming out, they will automatically be placed on hold for the title.<br>
<br>
In addition to making life easier for patrons, hold groups are an excellent way for us to plan for demand. The number of patrons in a hold group helps us determine how many initial copies of a title we need to purchase. It takes some of the guesswork out of purchasing.<br>
<br>
If you have additional questions, let me know.<br>
<br>
Cheers.<br>
CM<br>
-- <br>
Chauncey G. Montgomery<br>
Director/Fiscal Officer<br>
Community Library | Sunbury, Ohio<br>
740-965-3901 | <a href="http://www.yourcl.org" rel="noreferrer" target="_blank">www.yourcl.org</a><br>
<br>
On 8/22/22 10:00 AM, Misty via Evergreen-general wrote:<br>
> I use this feature all the time. I like it because it makes everything more fair to the patrons by being randomized :)<br>
> <br>
> /*Misty Morse [She/Her]<br>
> Librarian Assistant/Cataloger/Notary Public<br>
> Clinton Public Library<br>
> */*765-832-8349<br>
> 313 S. 4th St. Clinton, In.,478**42*<br>
> *“Reading one book is like eating one potato chip"*― Diane Duane, So You Want to Be a Wizard <<a href="https://www.goodreads.com/work/quotes/3464" rel="noreferrer" target="_blank">https://www.goodreads.com/work/quotes/3464</a>><br>
> <br>
> <br>
> On Mon, Aug 22, 2022 at 09:57 AM, Terran McCanna via Evergreen-general <<a href="mailto:evergreen-general@list.evergreen-ils.org" target="_blank">evergreen-general@list.evergreen-ils.org</a>> wrote:<br>
> <br>
> Hold Groups are specialized User Buckets that allow you to save a group of users that you want to be able to place holds for all at once. For example, you could have a book club hold group that allows you to place each month's selection on hold for all members at once instead of one patron at a time. Or a list of patrons who want the next James Patterson book placed on hold as soon as it is available.<br>
> <br>
> <br>
> <br>
> Terran McCanna, PINES Program Manager<br>
> ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------<br>
> Georgia Public Library Service | University System of Georgia<br>
> 2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341<br>
> (404) 235-7138| <a href="mailto:tmccanna@georgialibraries.org" target="_blank">tmccanna@georgialibraries.org</a> <mailto:<a href="mailto:tmccanna@georgialibraries.org" target="_blank">tmccanna@georgialibraries.org</a>><br>
> <br>
> <a href="http://help.georgialibraries.org" rel="noreferrer" target="_blank">http://help.georgialibraries.org</a> <<a href="http://help.georgialibraries.org" rel="noreferrer" target="_blank">http://help.georgialibraries.org</a>> | <a href="mailto:help@georgialibraries.org" target="_blank">help@georgialibraries.org</a> <mailto:<a href="mailto:help@georgialibraries.org" target="_blank">help@georgialibraries.org</a>><br>
> <br>
> <br>
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> Join our email list <<a href="http://georgialibraries.org" rel="noreferrer" target="_blank">http://georgialibraries.org</a>>for stories of Georgia libraries making an impact in our communities.<br>
> <br>
> <br>
> <br>
> <br>
> On Mon, Aug 22, 2022 at 9:50 AM Brandi Sanders via Evergreen-general <<a href="mailto:evergreen-general@list.evergreen-ils.org" target="_blank">evergreen-general@list.evergreen-ils.org</a> <mailto:<a href="mailto:evergreen-general@list.evergreen-ils.org" target="_blank">evergreen-general@list.evergreen-ils.org</a>>> wrote:<br>
> <br>
> Ok, someone explain, what are hold groups and what are they used for?<br>
> <br>
> -----Original Message-----<br>
> From: "Diane Disbro via Evergreen-general" <<a href="mailto:evergreen-general@list.evergreen-ils.org" target="_blank">evergreen-general@list.evergreen-ils.org</a> <mailto:<a href="mailto:evergreen-general@list.evergreen-ils.org" target="_blank">evergreen-general@list.evergreen-ils.org</a>>><br>
> Sent: Monday, August 22, 2022 9:13am<br>
> To: "Evergreen Discussion Group" <<a href="mailto:evergreen-general@list.evergreen-ils.org" target="_blank">evergreen-general@list.evergreen-ils.org</a> <mailto:<a href="mailto:evergreen-general@list.evergreen-ils.org" target="_blank">evergreen-general@list.evergreen-ils.org</a>>><br>
> Cc: "Diane Disbro" <<a href="mailto:ddisbro@scenicregional.org" target="_blank">ddisbro@scenicregional.org</a> <mailto:<a href="mailto:ddisbro@scenicregional.org" target="_blank">ddisbro@scenicregional.org</a>>><br>
> Subject: [Evergreen-general] Are you using Hold Groups?<br>
> <br>
> <br>
> Good morning -<br>
> My library will begin offering Hold Groups to patrons in October. Are those of you who already use Hold Groups happy with how it works?<br>
> Thank you.<br>
> Diane Disbro<br>
> Pronouns: she/her<br>
> Circulation Coordinator<br>
> Scenic Regional Library<br>
> 251 Union Plaza Drive<br>
> Union, MO 63084<br>
> (636) 583-0652 ext 110<br>
> <a href="mailto:ddisbro@scenicregional.org" target="_blank">ddisbro@scenicregional.org</a> <mailto:<a href="mailto:ddisbro@scenicregional.org" target="_blank">ddisbro@scenicregional.org</a>><br>
> <br>
> <br>
> <br>
> <br>
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</blockquote></div><br clear="all"><div><br></div>-- <br><div dir="ltr" class="gmail_signature"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div style="color:rgb(136,136,136);font-size:12.8px"><span style="font-size:12.8px">Andrea Buntz Neiman</span><br></div><div style="color:rgb(136,136,136);font-size:12.8px">Project Manager for Software Development</div><div style="color:rgb(136,136,136);font-size:12.8px">Equinox Open Library Initiative</div><div style="color:rgb(136,136,136);font-size:12.8px"><a href="mailto:abneiman@equinoxoli.org" target="_blank">abneiman@equinoxOLI.org</a></div><div style="color:rgb(136,136,136);font-size:12.8px"><span style="font-size:12.8px">1-877-OPEN-ILS </span><span style="font-size:12.8px">(673-6457) x5583</span><br></div><div><font color="#0000ee"><u><a href="https://www.equinoxOLI.org/" target="_blank">https://www.equinoxOLI.org/</a></u></font><br></div></div></div></div></div></div>