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

[Grace Dunbar]

Hi Josh,
I have that diagram and a few others in a public gliffy account.
Please feel free to use anything below with attribution to Grace
Dunbar/Equinox.  Thanks!

http://www.gliffy.com/go/publish/2218308  (Record Specificity in Evergreen)
http://www.gliffy.com/go/publish/2066811  (Holds Targeting and
Opportunistic Capture)
http://www.gliffy.com/go/publish/2066957  (Holds Boundaries)

Grace


On Thu, Sep 10, 2015 at 9:20 AM, Josh Stompro <stomproj at exchange.larl.org>
wrote:

> Thanks Grace, I understand what the document is saying now.  I was just
> confused by the idea that it was possible for the proximity to be setup
> based on geography, since the Org Unit Proximity Adjustments were not
> available then.
>
>
>
> Thanks for the flow chart, we were shown that early on by our trainer, and
> I’ve wanted to get another look at it but I haven’t remembered to ask.
>
>
>
> Is the source for that available?  Would it be possible to add that image
> to the official docs?
>
> Thanks
>
>
>
> Josh Stompro - LARL IT Director
>
>
>
> *From:* Open-ils-general [mailto:
> open-ils-general-bounces at list.georgialibraries.org] *On Behalf Of *Grace
> Dunbar
> *Sent:* Wednesday, September 09, 2015 8:47 AM
>
> *To:* Evergreen Discussion Group
> *Subject:* Re: [OPEN-ILS-GENERAL] Soft Stalling - PINES hold white-paper
>
>
>
> 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
>



-- 
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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