[OPEN-ILS-GENERAL] Catalog holds status display - Hold queue and potential copies

Wed Nov 29 10:26:55 EST 2017

Hi Diane,

No, proximity in Evergreen is different than geographic proximity. It is 
the proximity each org unit has to each other in the Evergreen 
hierarchy. As an example, a branch that's in the same system as your 
library will have closer proximity than a branch in another library 
system. As a result, the branches in your system will fill holds before 
they look for one in another system.

There are ways in Evergreen to adjust proximity for holds if you need 
the holds to fill a little differently. There is a longer explanation of 
how proximity works and how it can be adjusted for holds at 
http://docs.evergreen-ils.org/3.0/_org_unit_proximity_adjustments.html

Kathy

On 11/29/2017 10:20 AM, Diane Disbro wrote:
>
> What is this “proximity” that people are talking about? I have been 
> told that Evergreen doesn’t recognize geography. Are proximity and 
> geography the same thing?
>
> *Diane Disbro*
>
> Circulation Coordinator/Branch Manager
>
> Union Branch
>
> Scenic Regional Library
>
> 308 Hawthorne Drive
>
> Union, MO 63084
>
> 636-583-3224
>
> ddisbro at scenicregional.org <mailto:ddisbro at scenicregional.org>
>
> www.scenicregional.org
>
> *From:*Open-ils-general 
> [mailto:open-ils-general-bounces at list.georgialibraries.org] *On Behalf 
> Of *Josh Stompro
> *Sent:* Tuesday, November 28, 2017 10:58 AM
> *To:* Evergreen Discussion Group
> *Subject:* Re: [OPEN-ILS-GENERAL] Catalog holds status display - Hold 
> queue and potential copies
>
> Hello Scott, we do resource share.  One of our systems is 3x larger 
> than the other, so the smaller system uses age hold protection on 
> their new items to keep them home for a while.  Otherwise we were 
> seeing 4x more holds placed by the larger system which was pulling a 
> disproportionate share of new material from the smaller system.  The 
> smaller system also recently decided to use FIFO vs proximity for 
> their holds, while the larger system is sticking with check-in 
> proximity priority.
>
> Most of the highly sought after items that have lots of holds are new 
> items in our experience, so the smaller system that is using FIFO will 
> only fill their own customers holds in FIFO order until the age hold 
> protection expires.  Once it expires then there is a chance that the 
> larger system’s holds will get priority if they are older than the 
> remaining smaller systems holds.  We don’t know if that is going to be 
> a problem in actual usage yet.
>
> Josh Stompro - LARL IT Director
>
> *From:*Open-ils-general 
> [mailto:open-ils-general-bounces at list.georgialibraries.org] *On Behalf 
> Of *scott.thomas at sparkpa.org <mailto:scott.thomas at sparkpa.org>
> *Sent:* Tuesday, November 28, 2017 7:31 AM
> *To:* Evergreen Discussion Group
> *Subject:* Re: [OPEN-ILS-GENERAL] Catalog holds status display - Hold 
> queue and potential copies
>
> Another interesting issue was raised in this discussion. Our 
> consortium is all proximity because we were told that, if org units 
> within a consortium plan to resource share, they must all be FIFO or 
> proximity, but it appears some of you are hybrids. Can I assume you do 
> not resource share at all or do not do so beyond the local library system?
>
> Thank you,
> Scott
>
> Scott Thomas
>
> Executive Director
>
> *PaILS / SPARK*
>
> (717) 873-9461
>
> scott.thomas at sparkpa.org <mailto:scott.thomas at sparkpa.org>
>
> Description: Description: Training | SPARK – Pennsylvania's Statewide 
> Library System <http://www.palibrary.org/pails/>
>
> *From:*Open-ils-general 
> [mailto:open-ils-general-bounces at list.georgialibraries.org] *On Behalf 
> Of *Diane Disbro
> *Sent:* Monday, November 27, 2017 8:30 PM
> *To:* Evergreen Discussion Group 
> <open-ils-general at list.georgialibraries.org 
> <mailto:open-ils-general at list.georgialibraries.org>>; ME list serv 
> <Evergreen at lists.mobiusconsortium.org 
> <mailto:Evergreen at lists.mobiusconsortium.org>>
> *Subject:* Re: [OPEN-ILS-GENERAL] Catalog holds status display - Hold 
> queue and potential copies
>
> I am very interested to hear if someone has done something with this 
> other than try to explain to disgruntled patrons why they see in their 
> online account that they are next in the queue for an item but they 
> wait weeks or months to get it.
>
> Thank you, Josh, for asking.
>
>
> Diane Disbro
>
> Circulation Coordinator/Branch Manager
>
> Union Branch
>
> Scenic Regional Library
>
> 308 Hawthorne Drive
>
> Union, MO     63084
>
> (636) 583-3224
>
> On Mon, Nov 27, 2017 at 4:28 PM, Josh Stompro 
> <stomproj at exchange.larl.org <mailto:stomproj at exchange.larl.org>> wrote:
>
>     Hello, Those of you that use age hold protection and non FIFO best
>     hold selection sort order, what have you done with the status
>     column of holds in your catalog.  We just noticed that it is
>     showing the FIFO queue position for holds, along with all
>     potential copies.  This gives users bad info since for us holds
>     are sometimes filled in FIFO order for some orgs, and are filled
>     based on proximity for other locations.  And since one org uses
>     age hold protection, the total copy count isn’t accurate either
>     since half the copies might be age hold protected so they cannot
>     fill the users holds.
>
>     Did you just remove that section from
>     templates/opac/parts/hold_status.tt2?  Did you modify it in some
>     way?  I would like to see examples of what you changed it to if
>     you changed it.
>
>     Should the potential copies count exclude copies that are age hold
>     protected and cannot be captured for that hold?  Right now it
>     pulls from hold copy map, but it looks like restricting the copy
>     count based on the age hold protection might be possible to add.
>
>     Thanks
>
>     Josh
>
>     Lake Agassiz Regional Library - Moorhead MN larl.org <http://larl.org>
>
>     Josh Stompro     | Office 218.233.3757 EXT-139
>     <tel:%28218%29%20233-3757>
>
>     LARL IT Director | Cell 218.790.2110 <tel:%28218%29%20790-2110>
>

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

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