[OPEN-ILS-DEV] ***SPAM*** ***SPAM*** Re: possible staff client changes--holds pull lists, patron summary sidebar , checkout due date entry, and billing interface (with screenshots)

[Brandon W. Uhlman]

Hi, Thomas.

As Mike says below, in Evergreen, a copy is only assigned to fulfill a  
specific hold at the time of capture, not at the time of targeting. In  
many of our libraries, pick lists are printed at the beginning of the  
day as a routine start-up item and items are only pulled by staff  
later in the day.

Let's consider a theoretical example in PINES, since I notice you're  
from a PINES member library. Your pick list could have a targeted hold  
from a patron at another PINES library -- let's say Uncle Remus  
Regional Library, just because I think that's a great name for a  
library -- for one of your items -- say, 'The Handmaid's Tale' by  
Margaret Atwood -- because their local copies are all on loan.

Between the time that you print your list, and pull the Handmaid's  
Tale from the shelf and capture the hold, one of the Uncle Remus  
copies of the book has been returned at Uncle Remus, and was  
opportunistically captured at that time, and immediately sent to the  
local holds shelf for pickup, and therefore, your copy is no longer  
needed for the Uncle Remus patron.

That's why the holds slip is the authoritative source for who the hold  
is issued to. At capture time, we can consider whether the hold is  
still required for whoever it was needed for at the time the list was  
printed, and if it's not required for that person, it will  
automatically get assigned to the next person on the list (in roughly  
date order).

Does that make sense?

Brandon Uhlman
BC Sitka

Quoting Thomas Jones <jonest at bibblib.org>:

> Lively discussion in the same direction : )
>
> Basically, I agree with Jeremy also as long as there is the possibility of
> printing the holds list based upon the columns selected. I like the
> one-click approach where you go from column view to printing without having
> to reformat the data.
>
> When I mentioned barcode I probably should have started patron barcode.
>
> I was lobbying for the possibility of printing the columns selected in a
> format similar to Pull List 3. Adding the patron name would allow the
> librarian to fill the hold without looking up additional information. The
> item barcode would be scanned from the item in hand - not keyed from
> information on the slip.  where you go from column view to printing without
> having to reformat the data.where you go from column view to printing
> without having to reformat the data.
>
> Librarians would tend to ignore the item barcode unless a specific copy is
> needed although in some instances we are looking for a specific copy.
>
> TMJ
>
> -------------------------------------
> Thomas M. Jones, Director
> Middle Georgia Regional Library
> 1180 Washington Avenue
> Macon, Georgia 31201-1790
> Office: 478.744.0850 Fax: 478.744.0840 Mobile: 478.731.2767
>
> -----Original Message-----
> From: open-ils-dev-bounces at list.georgialibraries.org
> [mailto:open-ils-dev-bounces at list.georgialibraries.org] On Behalf Of Mike
> Rylander
> Sent: Wednesday, October 21, 2009 10:40 AM
> To: Evergreen Development Discussion List
> Subject: Re: [OPEN-ILS-DEV] possible staff client changes--holds pull
> lists,patron summary sidebar , checkout due date entry,and billing interface
> (with screenshots)
>
> On Wed, Oct 21, 2009 at 10:29 AM, Thomas Jones <jonest at bibblib.org> wrote:
>> Jason,
>>
>> From the standpoint of locating the books on the shelves Pull List 3 is
> the
>> most practical. With the addition of the patron name along with the
> barcode
>> one could even cut the list apart and place the information in the book
> when
>> retrieved.
>>
>
> Unfortunately, this isn't true.  The hold that is filled by a copy is
> not necessarily the hold that targeted the copy, because the holds are
> filled (nominally, with proximity adjustment) in request order.  In
> other words, the pull list is just for getting copies from the shelf
> to the hold capture (or checkin) interface.  The hold slip that is
> printed at actual capture time is an authoritative record of which
> hold a copy is filling.
>
> --
> Mike Rylander
>  | VP, Research and Design
>  | Equinox Software, Inc. / The Evergreen Experts
>  | phone:  1-877-OPEN-ILS (673-6457)
>  | email:  miker at esilibrary.com
>  | web:  http://www.esilibrary.com
>
>



======================================
Brandon W. Uhlman, Systems Consultant
Public Library Services Branch
British Columbia Ministry of Education
Vancouver, BC (and Lillooet, BC)

Phone: (604) 660-2972 or (250) 256-0344
E-mail: brandon.uhlman at gov.bc.ca
         brandon.uhlman at bclibrary.ca