[OPEN-ILS-GENERAL] ***SPAM*** Holds on 'On Order' items

[Kathy Lussier]

Hi Holly,

I'll leave the reports question to somebody else.

-          Can we use multiple copy locations in the ordering process?

In 2.3, you can change the copy location for any item you are ordering. 
 From the Purchase Order screen, there is a copies link for each 
lineitem. The copies screen is where you can apply a copy location (it 
may say shelving location in 2.3, but the language was updated to copy 
location in later versions), circulation modifier and other copy-level 
information.

In 2.4, you will be able to make these modifications directly from the 
PO screen.

I hop this helps!

Kathy

Kathy Lussier
Project Coordinator
Massachusetts Library Network Cooperative
(508) 343-0128
klussier at masslnc.org
Twitter: http://www.twitter.com/kmlussier

On 10/30/2013 4:54 PM, Holly Brennan wrote:
>
> I usually go to IRC with questions, but this one seems convoluted 
> enough for the whole list...
>
> We are on 2.3.4, so if any of these problems are resolved in 2.4 or 
> 2.5 please let me know! We'll be upgrading soon.
>
> We would like to allow patrons to place holds on 'On Order' items (not 
> yet at the library, pre-cataloging, pre-received, in the location 
> "stacks" by default). Currently patrons must request such a hold, and 
> staff add a note in Acquisitions. Then when the item arrives 
> cataloging staff manually place holds based on these notes. Then 
> cataloging staff need to notify the processing staff that **these** 
> items have holds (using a trail of sticky notes). It is a pain in the 
> butt for both staff and patrons.
>
> We can, of course, just turn on the setting so that patrons can place 
> holds on 'On Order' items. However, there is no way to know which 
> items need to be processed sooner because people are waiting for them 
> (at least in 2.3.4). Patrons could be allowed to place holds, but 
> they'll be lost in the system until we get around to processing that 
> item and discover the hold. In our old system, we ran a report to grab 
> anything with 1) open hold request and 2) status of 'In Process' or 
> 'On Order'. Is there now a way to run a report like this in the newer 
> versions? If so, that seems like the simplest solution (turn on holds 
> setting for 'On Order' and then run occasional reports).
>
> If the above situation is possible, there is still a snag in the plan. 
> We won't want EVERYTHING to be placed on hold, since some items on 
> order will be Reference or for staff use only. The only way I have 
> thought up to fix this is to create another copy location -- basically 
> a location like "Stacks" but with the hold function turned off. Is it 
> possible to change the copy location of items in Acquisitions, either 
> per item (ideal but unlikely) or per order (so Ref/staff items could 
> be placed in separate orders)? I don't do ordering or anything in 
> Acquisitions, so I can't check, but I'm told by other staff that they 
> don't see any place where the "Stacks" location shows during the 
> ordering process.
>
> In summary:
>
> -Can we somehow gather a list of items on hold based on location?
>
> -Can we use multiple copy locations in the ordering process?
>
> Ugh. It's a long one. Thanks to anyone who gets this far in reading 
> this! And a million thanks to anyone with insight!
>
> -Holly
>
> Holly Brennan
>
> Library Technician II
>
> Cataloging & Tech Services
>
> Homer Public Library
>
> 907-235-3180 (main)
>
> 907-435-3154 (direct)
>
> hbrennan at cityofhomer-ak.gov <mailto:hbrennan at cityofhomer-ak.gov>
>

-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://libmail.georgialibraries.org/pipermail/open-ils-general/attachments/20131030/d322d82f/attachment-0001.htm>