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<p class="MsoNormal">Hi Benjamin<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">We have a mix of workflows. <o:p></o:p></p>
<ol style="margin-top:0in" start="1" type="1">
<li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level1 lfo3">Some libraries use the Pre-cats and there are some distinct workflow options:<o:p></o:p></li></ol>
<ol style="margin-top:0in" start="1" type="1">
<ol style="margin-top:0in" start="1" type="1">
<li class="MsoListParagraph" style="margin-left:0in;mso-list:l2 level2 lfo4">Notify the patron and then check it out via the pre-cats when the patron arrives to pick it up.
<o:p></o:p></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l2 level2 lfo4">Check it out via the pre-cat option and then notify the patron<o:p></o:p></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l2 level2 lfo4">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. <o:p></o:p></li></ol>
</ol>
<ol style="margin-top:0in" start="2" type="1">
<li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level1 lfo3">Some libraries add brief/short records and there are some distinct workflow options<o:p></o:p></li><ol style="margin-top:0in" start="1" type="1">
<li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level2 lfo3">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. <o:p></o:p></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level2 lfo3">Some have generic ILL brief/short records that they recycle among each ILL. Similar to the established pre-cat ill outlined above.
<o:p></o:p></li></ol>
</ol>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">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.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">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: <a href="https://youtu.be/W5KEFq7HO9M?t=956">
https://youtu.be/W5KEFq7HO9M?t=956</a>. <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<p class="MsoNormal" style="vertical-align:baseline"><!--[if gte vml 1]><v:shapetype id="_x0000_t75" coordsize="21600,21600" o:spt="75" o:preferrelative="t" path="m@4@5l@4@11@9@11@9@5xe" filled="f" stroked="f">
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</v:shape><![endif]--><![if !vml]><img width="83" height="83" style="width:.8645in;height:.8645in" src="cid:image002.png@01D91F6C.29760630" align="left" hspace="12" v:shapes="Picture_x0020_1"><![endif]><b><span style="color:#16697A">Elizabeth
Davis</span></b><b> </b>(she/her), <b><i><span style="color:#16697A">Support & Project Management Specialist</span></i></b><span style="font-size:12.0pt;color:#16697A"> </span><span style="font-size:9.0pt;font-family:"Segoe UI",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal" style="vertical-align:baseline"><b><span style="font-size:12.0pt;color:#3366CC">Pennsylvania Integrated Library System
</span></b><b><span style="color:#4472C4">(PaILS) | SPARK</span></b><span style="font-size:12.0pt;color:#3366CC"> </span><span style="font-size:9.0pt;font-family:"Segoe UI",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal" style="vertical-align:baseline"><span style="color:#3366CC">(717) 256-1627</span> |
<a href="mailto:katherine.dannehl@sparkpa.org" target="_blank">elizabeth.davis@sparkpa.org</a> <br>
<a href="https://support.sparkpa.org/" target="_blank">support.sparkpa.org</a><span style="color:#3366CC"> |
</span><a href="mailto:support@sparkpa.org" target="_blank">support@sparkpa.org</a><span style="color:#3366CC"> </span><span style="font-size:9.0pt;font-family:"Segoe UI",sans-serif"><o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b>From:</b> Evergreen-general <evergreen-general-bounces@list.evergreen-ils.org>
<b>On Behalf Of </b>Murphy, Benjamin via Evergreen-general<br>
<b>Sent:</b> Tuesday, January 3, 2023 10:40 AM<br>
<b>To:</b> evergreen-general@list.evergreen-ils.org<br>
<b>Cc:</b> Murphy, Benjamin <Benjamin.Murphy@ncdcr.gov><br>
<b>Subject:</b> [Evergreen-general] How do you handle placing temporary ILL items on hold?<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">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.)<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">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.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">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?<o:p></o:p></p>
<p class="MsoNormal"><span style="color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Benjamin Murphy<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">NC Cardinal Program Manager<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">State Library of North Carolina<o:p></o:p></span></p>
<p class="MsoNormal"><a href="mailto:benjamin.murphy@ncdcr.gov"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">benjamin.murphy@ncdcr.gov</span></a><u><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0563C1">
</span></u><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"> |
</span><a href="https://statelibrary.ncdcr.gov/services-libraries/nc-cardinal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">https://statelibrary.ncdcr.gov/services-libraries/nc-cardinal</span></a><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">109 East Jones Street | 4640 Mail Service Center
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Raleigh, North Carolina 27699-4600<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-top:6.0pt"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">The State Library is part of the NC Department of Natural & Cultural Resources.<o:p></o:p></span></p>
<p class="MsoNormal"><i><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Email correspondence to and from this address is subject to the North Carolina Public Records Law and may be disclosed to third parties.</span></i><span style="font-size:10.0pt;font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:12.0pt"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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