[OPEN-ILS-GENERAL] Help with Org Unit Proximity Adjustments

[Grace Dunbar]

Hi,
Mike Rylander and I found two bugs in and around proximity adjustments and
best hold selection sort order.  These bugs now have patches available.
https://bugs.launchpad.net/evergreen/+bug/1271293
https://bugs.launchpad.net/evergreen/+bug/1269906

Everything now seems to be working as intended.

For the scenario: I want one (or all) systems to have books they own come
home to fill holds in their owning library system before holds outside the
owning system are filled, regardless of the order in which they were
placed, the set up should look something like this.
Best Hold Selection Sort Order:
aprox
priority (optional)
cut in line (optional)
rtime

Then there is a proximity adjustment to the system level of System A --
 circ lib to pickup lib = “0” and check Absolute.
If you want this behavior across ALL systems, you simply set each system up
with a circ to pickup lib of “0” and check Absolute - be sure to give them
unique names.

Then, from the Library Setting Editor, you go to Best-hold selection sort
order and for each system that wants to use this, you set the context to
that system and the value to their named proximity adjustment that you just
created.

Preferably, you would use the same kinds of holds across the consortia (all
FIFO or all traditional).  Though I admit I haven't tested it with multiple
holds structures set up - it might still work.

Grace



On Fri, Dec 13, 2013 at 8:14 AM, Joan Kranich <jkranich at cwmars.org> wrote:

>  Thanks for asking about the Holds parameters.  I am also interested in
> this information.
>
>
>
> Joan
>
>
>
> Joan Kranich
>
> C/W MARS Member Services
>
> jkranich at cwmars.org
>
> 508-755-3323 ext. 21
>
>
>
> *From:* open-ils-general-bounces at list.georgialibraries.org [mailto:
> open-ils-general-bounces at list.georgialibraries.org] *On Behalf Of *Smith,
> Kathleen
> *Sent:* Thursday, December 12, 2013 2:38 PM
> *To:* open-ils-general at list.georgialibraries.org
> *Subject:* [OPEN-ILS-GENERAL] Help with Org Unit Proximity Adjustments
>
>
>
> Hi all,
>
>
>
> I’m trying to prioritize holds in our 10 system consortia so holds for
> System A’s branches are filled with System A’s copies first in hold order
> (FIFO) – regardless of pickup location. But once System A’s holds have been
> filled, their copies are then available to fill holds at System B, or C or
> D’s branches. I think work was done in the past year re: org unit prox and
> best hold selection to address this need.
>
>
>
> Right now we’re just using the default org unit prox adj and Traditional
> best hold selection sort order for the consortia. This works fine for
> targeting and/or if there’s no holds queue. But if there’s a queue, holds
> at popular pickup locations in System A are filled first.  Holds at
> smaller, less busy, isolated branches may eventually be filled, but they’re
> often last in line.
>
>
>
> I think these 2 functions are the key to reprioritizing holds within a
> System, but I’m not sure how to start. Do I make the proximity zero btwn
> each branch within System A? Relative or Absolute? Then set System A to
> FIFO best hold selection? Will that leave the default unit prox adj intact
> between Systems? Can I still set the Consortia to use Traditional best hold
> selection?
>
>
>
> I’d appreciate any advice if you’ve been able to configure your holds in
> the way I described. Thanks.
>
>
>
> Kathleen Smith, Associate Systems Librarian
>
> San Joaquin Valley Library System
>
> 2420 Mariposa Street, Fresno, CA 93721
>
> kathleen.smith at sjvls.org
>
> 559-600-6256
>
>
>



-- 
Grace Dunbar, Vice President
Equinox Software, Inc.  -  The Open Source Experts
gdunbar at esilibrary.com
1-877-OPEN-ILS    www.esilibrary.com
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