This is all wonderful information! Thank you for the responses. We will look forward to 3.8!
Diane Disbro Pronouns: she/her Circulation Coordinator Scenic Regional Library 251 Union Plaza Drive Union, MO 63084 (636) 583-0652 ext 110 ddis...@scenicregional.org On Fri, Nov 5, 2021 at 9:24 AM Terran McCanna via Evergreen-general < evergreen-general@list.evergreen-ils.org> wrote: > I'm excited about the new settings, I think these could definitely reduce > unnecessary transits for us. > > Since 3.8 will also be adding geolocation data to org units, another great > wish list project would be for the holds targeter to be able to take > geographic distance into account as well. > > Terran McCanna, PINES Program Manager > ------------------------------ > > Georgia Public Library Service | University System of Georgia > > 2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341 > > (404) 235-7138 | tmcca...@georgialibraries.org > > http://help.georgialibraries.org | h...@georgialibraries.org > > <https://www.facebook.com/georgialibraries> > <https://www.twitter.com/georgialibs> > <https://www.instagram.com/georgialibraries/> > <https://www.twitter.com/georgialibs> > > Join our email list <http://georgialibraries.org> for stories of Georgia > libraries making an impact in our communities. > > > > On Fri, Nov 5, 2021 at 9:54 AM John Amundson via Evergreen-general < > evergreen-general@list.evergreen-ils.org> wrote: > >> Hello, all. >> >> CW MARS had this same issue, so we contracted with Equinox to try to >> improve the situation Michele describes. This resulted in 2 new library >> settings: >> >> - "Pickup Library Soft Stalling Interval" >> - "Pickup Library Hard Stalling Interval" >> >> The first is an alternative to the existing Soft Stalling Interval that >> can be set by Pickup Library. During the entered interval, >> opportunistic capture is disabled at all libraries except for the pickup >> library. This helps with situations where an item might show up on a pull >> list, and the pickup library doesn't have a chance to pull it before it's >> opportunistically captured elsewhere. What's nice about the new setting is >> that different libraries in the consortium can have different values. For >> example, if a library is only open 3 days a week, they may set this higher >> to provide a better chance of pulling the item for their hold. >> >> What this doesn't help with, however, is the holds retargeting as part of >> the normal course of the events. If your targeter is set up for 24 hours, >> then the hold still moves on after 24 hours. That's where Hard Stalling >> comes in. When this is set, and there is an available copy at the pickup >> library, the hold will not target any other copy during the set interval. >> This means that during the set interval, there should be little to no >> chance that an item at another library will capture your hold. This is also >> based on pickup library, so it can be set higher for libraries open fewer >> days. Equinox foresees hard stalling to be set at the same or lower value >> than the soft stalling interval. >> >> Both intervals are based on hold request date. So if "2 days" is entered, >> then the stalling settings will only take effect during the hold's first 2 >> days of life. >> >> In our network, we have the holds targeter set to retarget every 24 >> hours, and both stalling intervals set to 2 days. This means that for the >> first 2 days, the pickup library has the sole opportunity to pull their >> local hold as long as they have an available copy on their shelves. >> >> [image: image.png] >> >> This development is all still fairly new for us, but I will say, I >> haven't heard from any library complaining about the situation in Michele's >> email since enabling the new settings. >> >> For the community, I believe this is going into 3.8.beta: >> https://bugs.launchpad.net/evergreen/+bug/1895052 >> >> John >> >> John Amundson | Library Applications Supervisor | CW MARS >> >> jamund...@cwmars.org | 508-755-3323 x322 <%28508%29%20755-3323> >> >> https://www.cwmars.org >> >> he/him/his <https://www.mypronouns.org/he-him> >> >> >> On Fri, Nov 5, 2021 at 9:26 AM Morgan, Michele via Evergreen-general < >> evergreen-general@list.evergreen-ils.org> wrote: >> >>> Hi Diane, >>> >>> We have also run into the situation you describe in our consortium. >>> Patrons place holds all hours of the day and night, so it's not infrequent >>> that a patron places a hold at their library for an item that's on the >>> shelf, and a day or two later, find that another library's item is in >>> transit to their library for their hold and will take a couple of days to >>> get to there, and all the while, the pickup library's item is on the shelf. >>> >>> We've tried using Stalling to help with this situation. It helped a >>> great deal during limited service due to COVID, but it's not ideal, and >>> applies all the time which seems overkill during normal operation. >>> >>> The report source Galen mentions is interesting, and sounds like it >>> could help, but what would really be nice is if when targeting holds, >>> Evergreen would know you are closed and keep your item for your hold on >>> your pull list until the next targeting run, so you have a reasonable >>> chance to pull it. >>> >>> I don't see a bug that describes this situation exactly, but would be >>> willing to open one. >>> >>> Michele >>> >>> -- >>> Michele M. Morgan, Technical Support Analyst >>> North of Boston Library Exchange, Danvers Massachusetts >>> mmor...@noblenet.org >>> >>> >>> >>> On Wed, Nov 3, 2021 at 6:15 PM Galen Charlton via Evergreen-general < >>> evergreen-general@list.evergreen-ils.org> wrote: >>> >>>> Hi Diane, >>>> >>>> There's a reporting source called "Unfulfilled Hold Targets" that might >>>> get you close to that. Any time the hold targeter retargets a hold, it logs >>>> an entry in the database noting the copy that was targeted, the library >>>> whose copy was targeted but who didn't pull the item, the date that the >>>> hold was retargeted, and a link to the hold itself. >>>> >>>> Consequently, a report that uses that source, filters it by your >>>> library, the date range that the hold was retargeted, the home library of >>>> the patron who placed the requests, and whether the hold is still active >>>> and un-captured could be used to identify holds that you could fill >>>> locally, hopefully before the other libraries start processing their pull >>>> lists for resource-sharing. >>>> >>>> Regards, >>>> >>>> Galen >>>> >>>> On Wed, Nov 3, 2021 at 5:20 PM Diane Disbro via Evergreen-general < >>>> evergreen-general@list.evergreen-ils.org> wrote: >>>> >>>>> Good afternoon - >>>>> >>>>> Here's a wild idea. Wouldn't it be great if we could see yesterday's >>>>> pull list? Then you could see if your patron submitted a request that >>>>> targeted one of your items while you were closed then the hold bounced to >>>>> a >>>>> different library before you reopened. The hold was placed on Saturday. >>>>> You >>>>> were closed on Sunday. By the time you get to the pull list on Monday, the >>>>> hold has moved to a different library. If you could look at Sunday's pull >>>>> list, you could see items requested by your patrons that may no longer be >>>>> targeting your item. >>>>> >>>>> Let me know if I'm missing something. >>>>> >>>>> Thank you. >>>>> >>>>> Diane Disbro >>>>> Pronouns: she/her >>>>> Circulation Coordinator >>>>> Scenic Regional Library >>>>> 251 Union Plaza Drive >>>>> Union, MO 63084 >>>>> (636) 583-0652 ext 110 >>>>> ddis...@scenicregional.org >>>>> >>>>> _______________________________________________ >>>>> Evergreen-general mailing list >>>>> Evergreen-general@list.evergreen-ils.org >>>>> >>>>> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general >>>>> >>>> >>>> >>>> -- >>>> Galen Charlton >>>> Implementation and IT Manager >>>> Equinox Open Library Initiative >>>> g...@equinoxoli.org >>>> https://www.equinoxOLI.org >>>> phone: 877-OPEN-ILS (673-6457) >>>> direct: 770-709-5581 >>>> <http://evergreen-ils.org> >>>> _______________________________________________ >>>> Evergreen-general mailing list >>>> Evergreen-general@list.evergreen-ils.org >>>> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general >>>> >>> _______________________________________________ >>> Evergreen-general mailing list >>> Evergreen-general@list.evergreen-ils.org >>> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general >>> >> _______________________________________________ >> Evergreen-general mailing list >> Evergreen-general@list.evergreen-ils.org >> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general >> > _______________________________________________ > Evergreen-general mailing list > Evergreen-general@list.evergreen-ils.org > http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general >
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