[OPEN-ILS-GENERAL] Soft Stalling - PINES hold white-paper

[Grace Dunbar]

Josh,
Often, public library hierarchies follow loose geographic boundaries, like
counties.  When Evergreen was launched, the best hold selection sort order
feature and the proximity adjustment feature were not part of the Evergreen
software.  At the time, org unit groups were the best representation the
software could make of geographic groups.
Also, attached is a diagram that I created for PINES and the community back
in 2010 to try to diagram how the distinct parts of holds work together
(targeting/opportunistic capture/re-targeting/stalling).  Hopefully, this
may be of some help to you.  Note that the diagram has "" around
"checked-in" because there are several actions that can trigger
opportunistic capture such as checking items status, etc.

Cheers!
Grace

On Tue, Sep 8, 2015 at 9:35 AM, Hardy, Elaine <ehardy at georgialibraries.org>
wrote:

> Josh,
>
>
>
> It is actually explained earlier in the document. Proximity is one of two
> key misunderstandings (see numbered page 22 (26th page of document)). The
> complete sentence on numbered page 23 (27th page) is:
>
>
>
> Due to a miscommunication between staff at Equinox Software and GPLS,
> proximity was defined as geographic rather than organizational.
>
>
>
> Proximity was never geographic but was misunderstood to be so. It has
> always been organizational. This misapprehension was one of the issues that
> led to the belief amongst PINES libraries that holds didn’t work.
>
>
>
> I often use the term current when referring to Evergreen functionality
> since it can change in the future as well as differing from past
> functionality.
>
>
>
> *Elaine*
>
>
>
> J. Elaine Hardy
> PINES & Collaborative Projects Manager
> Georgia Public Library Service
> 1800 Century Place, Ste 150
> Atlanta, Ga. 30345-4304
>
>
>
> 404.235.7128
> 404.235.7201, fax
> ehardy at georgialibraries.org
> www.georgialibraries.org
> www.georgialibraries.org/pines
>
>
>
> *From:* Open-ils-general [mailto:
> open-ils-general-bounces at list.georgialibraries.org] *On Behalf Of *Josh
> Stompro
> *Sent:* Friday, September 04, 2015 2:01 PM
> *To:* Evergreen Discussion Group
> *Subject:* Re: [OPEN-ILS-GENERAL] Soft Stalling - PINES hold white-paper
>
>
>
> Hello Elaine, I’ve been reading through this report, and I’m curious about
> one section, hopefully this isn’t explained a little further down.
>
>
>
>
> http://pines.georgialibraries.org/sites/default/files/files/Holds%20White%20Paper.pdf
>
> On page 27, this statement is made “proximity was defined as geographic
> rather than organizational (see Figure 8).”
>
>
>
> Then on page 28 there is a bullet point that says
>
> “Current proximity is organizational not geographic.“
>
>
>
> So was the proximity defined as geographic, then switched to
> organizational, which then caused issues because people were used to the
> geographic method?  Is that what that is saying?  Or is it saying that the
> perception was that proximity was based on geographic distance vs what it
> actually was (organizational distance).
>
>
>
> Thanks
>
>
>
> Josh Stompro - LARL IT Director
>
>
>
> *From:* Open-ils-general [
> mailto:open-ils-general-bounces at list.georgialibraries.org
> <open-ils-general-bounces at list.georgialibraries.org>] *On Behalf Of *Hardy,
> Elaine
> *Sent:* Thursday, September 03, 2015 11:17 PM
> *To:* Evergreen Discussion Group
> *Subject:* Re: [OPEN-ILS-GENERAL] Soft Stalling
>
>
>
> We did some pretty extensive research on holds in 2013. While it is PINES
> policy centric, it might answer other questions you may have. It is
> available at  http://pines.georgialibraries.org/holds-white-paper
>
>
>
> *Elaine*
>
>
>
> J. Elaine Hardy
> PINES & Collaborative Projects Manager
> Georgia Public Library Service
> 1800 Century Place, Ste 150
> Atlanta, Ga. 30345-4304
>
>
>
> 404.235.7128
> 404.235.7201, fax
> ehardy at georgialibraries.org
> www.georgialibraries.org
> www.georgialibraries.org/pines
>
>
>
> *From:* Open-ils-general [
> mailto:open-ils-general-bounces at list.georgialibraries.org
> <open-ils-general-bounces at list.georgialibraries.org>] *On Behalf Of *Joan
> Kranich
> *Sent:* Thursday, September 3, 2015 2:03 PM
> *To:* 'Evergreen Discussion Group' <
> open-ils-general at list.georgialibraries.org>
> *Subject:* Re: [OPEN-ILS-GENERAL] Soft Stalling
>
>
>
> Hi Elaine,
>
>
>
> Thank you for the response.  I did not realize that stalling does not take
> into consideration whether or not the pickup library owns a copy or not.  I
> appreciate the answers to my question.
>
>
>
> Joan
>
>
>
> Joan Kranich
>
> C/W MARS Member Services
>
> jkranich at cwmars.org
>
> 508-755-3323 ext. 21
>
>
>
> *From:* Open-ils-general [
> mailto:open-ils-general-bounces at list.georgialibraries.org
> <open-ils-general-bounces at list.georgialibraries.org>] *On Behalf Of *Hardy,
> Elaine
> *Sent:* Thursday, September 3, 2015 12:38 PM
> *To:* Evergreen Discussion Group
> *Subject:* Re: [OPEN-ILS-GENERAL] Soft Stalling
>
>
>
> Unless things have changed in the last versions, stalling is only for
> opportunistic capture. Stalling does not apply to the holds targeter.
> During the stall, the targeter process can identify a copy outside the
> pickup library and it can be captured by the owning library and transited
> for the hold. Also, stalling does not take into consideration whether or
> not the pickup library owns a copy or not. Opportunistic capture is stalled
> regardless.
>
>
>
>
>
> *Elaine*
>
>
>
> J. Elaine Hardy
> PINES & Collaborative Projects Manager
> Georgia Public Library Service
> 1800 Century Place, Ste 150
> Atlanta, Ga. 30345-4304
>
>
>
> 404.235.7128
> 404.235.7201, fax
> ehardy at georgialibraries.org
> www.georgialibraries.org
> www.georgialibraries.org/pines
>
>
>
> *From:* Open-ils-general [
> mailto:open-ils-general-bounces at list.georgialibraries.org
> <open-ils-general-bounces at list.georgialibraries.org>] *On Behalf Of *Joan
> Kranich
> *Sent:* Thursday, September 03, 2015 12:16 PM
> *To:* 'Evergreen Discussion Group'
> *Subject:* [OPEN-ILS-GENERAL] Soft Stalling
>
>
>
> Hi,
>
>
>
> I have a question about the Library Setting Soft Stalling.
>
>
>
> If we retarget Holds every 24 hours and set the soft stalling for 2 days
> will the Hold that has targeted the pickup location’s copy target another
> available/eligible copy in 24 hours or will the Hold continue to target the
> pickup location’s copy until after the 2 days stalling period?
>
>
>
> I have found the soft stalling is more effective if set system wide than
> if it set for an individual library.
>
>
>
> Thanks for any information you can share.
>
>
>
> Joan
>
>
>
> Joan Kranich
>
> C/W MARS Member Services
>
> jkranich at cwmars.org
>
> 508-755-3323 ext. 21
>
>
>



-- 
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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