This is great! When I was testing the feature and added patrons to groups, it was NOT possible to see the group membership in the patron's account. I just checked the live server and you are right! I can see groups that patrons belong to.
Thanks! 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 Mon, Aug 29, 2022 at 8:53 AM Andrea Buntz Neiman <abnei...@equinoxoli.org> wrote: > Hi Diane, > > Staff can see a patron's hold group membership from their Patron account > in the staff interface (under Other --> Hold Groups). Staff can remove a > patron from a Hold Group via their Patron account, and add them to a Hold > Group via Patron Search and/or the Circulation --> Hold Groups interface. > > Patrons can see their membership in all Hold Groups marked patron-visible > from OPAC --> My Account: > > > https://docs.evergreen-ils.org/eg/docs/latest/circulation/basic_holds.html#_from_the_my_account_interface_in_the_opac > > Patrons can remove themselves from patron-visible Hold Groups via the > OPAC, but they cannot add themselves to Hold Groups - they need to ask > staff to do that. > > Hope this helps, > Andrea > > On Tue, Aug 23, 2022 at 11:39 AM Diane Disbro via Evergreen-general < > evergreen-general@list.evergreen-ils.org> wrote: > >> I am very excited about using Hold Groups! Patrons don't always know when >> an author publishes a new book. >> >> Not being able to see in the patron's account which group she belongs to >> is a hindrance. Jane calls to see if she is in the Janet Evanovich group >> and staff have to look through the list of patrons in that group rather >> than accessing the information in Jane's account. >> >> 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 Tue, Aug 23, 2022 at 9:21 AM Terran McCanna via Evergreen-general < >> evergreen-general@list.evergreen-ils.org> wrote: >> >>> In my opinion, the thing that would make Hold Groups much more usable >>> would be the ability to see all Hold Groups for a branch or system at once. >>> As it stands, when you pull up a list of existing hold groups it only shows >>> your own: >>> >>> https://bugs.launchpad.net/evergreen/+bug/1955999 >>> >>> There is also some missing functionality in the Angular Staff Catalog >>> that still needs to be added for feature parity: >>> >>> https://bugs.launchpad.net/evergreen/+bug/1918183 >>> >>> >>> 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 Tue, Aug 23, 2022 at 10:03 AM Chauncey Montgomery via >>> Evergreen-general <evergreen-general@list.evergreen-ils.org> wrote: >>> >>>> Our library was involved in supporting the initial development of this >>>> feature, because we wanted a way to easily place holds for multiple patrons >>>> on popular authors. Using the concept of item buckets and patron buckets >>>> that allowed for batch processing, we thought we could easily expand that >>>> functionality to include batch hold processing. >>>> >>>> There is a learning curve to the feature, as pointed out by Terran, but >>>> once you get the hang of it, it is pretty easy. I hope that eventually, >>>> patrons will be able to manage hold groups themselves, but as it is now >>>> staff manage them. We had to start simple. Perhaps if enough consortia >>>> start using the feature, we can fund additional development. >>>> >>>> In the meantime, we created a simple online form where patrons can >>>> select authors that they want to subscribe to. The form data gets sent to >>>> our technical services staff, who are responsible for adding and deleting >>>> patrons to the hold groups. They are also responsible for placing the >>>> holds when a new title arrives. >>>> >>>> Our patrons love the feature because they no longer need to constantly >>>> watch for release dates for their favorite authors. For example, they know >>>> that if James Patterson has a new title coming out, they will automatically >>>> be placed on hold for the title. >>>> >>>> In addition to making life easier for patrons, hold groups are an >>>> excellent way for us to plan for demand. The number of patrons in a hold >>>> group helps us determine how many initial copies of a title we need to >>>> purchase. It takes some of the guesswork out of purchasing. >>>> >>>> If you have additional questions, let me know. >>>> >>>> Cheers. >>>> CM >>>> -- >>>> Chauncey G. Montgomery >>>> Director/Fiscal Officer >>>> Community Library | Sunbury, Ohio >>>> 740-965-3901 | www.yourcl.org >>>> >>>> On 8/22/22 10:00 AM, Misty via Evergreen-general wrote: >>>> > I use this feature all the time. I like it because it makes >>>> everything more fair to the patrons by being randomized :) >>>> > >>>> > /*Misty Morse [She/Her] >>>> > Librarian Assistant/Cataloger/Notary Public >>>> > Clinton Public Library >>>> > */*765-832-8349 >>>> > 313 S. 4th St. Clinton, In.,478**42* >>>> > *“Reading one book is like eating one potato chip"*― Diane Duane, So >>>> You Want to Be a Wizard <https://www.goodreads.com/work/quotes/3464> >>>> > >>>> > >>>> > On Mon, Aug 22, 2022 at 09:57 AM, Terran McCanna via >>>> Evergreen-general <evergreen-general@list.evergreen-ils.org> wrote: >>>> > >>>> > Hold Groups are specialized User Buckets that allow you to save a >>>> group of users that you want to be able to place holds for all at once. For >>>> example, you could have a book club hold group that allows you to place >>>> each month's selection on hold for all members at once instead of one >>>> patron at a time. Or a list of patrons who want the next James Patterson >>>> book placed on hold as soon as it is available. >>>> > >>>> > >>>> > >>>> > 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 <mailto: >>>> tmcca...@georgialibraries.org> >>>> > >>>> > http://help.georgialibraries.org < >>>> http://help.georgialibraries.org> | h...@georgialibraries.org <mailto: >>>> 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 Mon, Aug 22, 2022 at 9:50 AM Brandi Sanders via >>>> Evergreen-general <evergreen-general@list.evergreen-ils.org <mailto: >>>> evergreen-general@list.evergreen-ils.org>> wrote: >>>> > >>>> > Ok, someone explain, what are hold groups and what are they >>>> used for? >>>> > >>>> > -----Original Message----- >>>> > From: "Diane Disbro via Evergreen-general" < >>>> evergreen-general@list.evergreen-ils.org <mailto: >>>> evergreen-general@list.evergreen-ils.org>> >>>> > Sent: Monday, August 22, 2022 9:13am >>>> > To: "Evergreen Discussion Group" < >>>> evergreen-general@list.evergreen-ils.org <mailto: >>>> evergreen-general@list.evergreen-ils.org>> >>>> > Cc: "Diane Disbro" <ddis...@scenicregional.org <mailto: >>>> ddis...@scenicregional.org>> >>>> > Subject: [Evergreen-general] Are you using Hold Groups? >>>> > >>>> > >>>> > Good morning - >>>> > My library will begin offering Hold Groups to patrons in >>>> October. Are those of you who already use Hold Groups happy with how it >>>> works? >>>> > 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 <mailto:ddis...@scenicregional.org >>>> > >>>> > >>>> > >>>> > >>>> > >>>> > _______________________________________________ >>>> > Evergreen-general mailing list >>>> > Evergreen-general@list.evergreen-ils.org <mailto: >>>> Evergreen-general@list.evergreen-ils.org> >>>> > >>>> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general >>>> < >>>> 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 >>> >> _______________________________________________ >> Evergreen-general mailing list >> Evergreen-general@list.evergreen-ils.org >> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general >> > > > -- > Andrea Buntz Neiman > Project Manager for Software Development > Equinox Open Library Initiative > abnei...@equinoxoli.org <abnei...@equinoxoli.org> > 1-877-OPEN-ILS (673-6457) x5583 > *https://www.equinoxOLI.org/ <https://www.equinoxOLI.org/>* >
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