Hi Benjamin, Some of our libraries create a brief bibliographic record with the title of their town name followed by ILL. They add an item for each ILL item. Some use a numbering system in the call number and others put the title of the item in the call number.
Some of our libraries use precat records to circulate ILL items. A change in the behavior of the precat record has had some of our libraries change this workflow. Joan On Tue, Jan 3, 2023 at 12:09 PM Elizabeth Davis via Evergreen-general < evergreen-general@list.evergreen-ils.org> wrote: > Hi Benjamin > > > > We have a mix of workflows. > > 1. Some libraries use the Pre-cats and there are some distinct > workflow options: > > > 1. Notify the patron and then check it out via the pre-cats when the > patron arrives to pick it up. > 2. Check it out via the pre-cat option and then notify the patron > 3. Have established pre-cat items that are recycled among the > ILLs. For example, there is a pre-cat item that’s just Title: ILL #4 > and > they check it in and out with each different ILL item. Tracking of which > item gets which ILL precat is done via paper. > > > 1. Some libraries add brief/short records and there are some distinct > workflow options > 1. Use an ILL template that are not OPAC visible but holdable. > Staff add the items and place the patron holds. Evergreen takes over > with > the notifications. Each ILL has it’s own record and it’s on the staff to > remove the records when the items are returned. > 2. Some have generic ILL brief/short records that they recycle > among each ILL. Similar to the established pre-cat ill outlined above. > > > > The libraries that use the brief/short record use it for the built in > Evergreen notification features and the libraries that use the pre-cats > tend to call patrons for normal holds notifications. > > > > We have a few libraries that use the public facing Notes feature to keep > in touch with patrons regarding their ILL requests. It also helps ILL > staff keep the circulation staff updated on the status of requests. We > have a video of one of the libraries that uses this workflow here: > https://youtu.be/W5KEFq7HO9M?t=956. > > > > > > > > > > *Elizabeth Davis* (she/her), *Support & Project Management Specialist* > > *Pennsylvania Integrated Library System **(PaILS) | SPARK* > > (717) 256-1627 | elizabeth.da...@sparkpa.org > <katherine.dann...@sparkpa.org> > support.sparkpa.org | supp...@sparkpa.org > > > > *From:* Evergreen-general < > evergreen-general-boun...@list.evergreen-ils.org> *On Behalf Of *Murphy, > Benjamin via Evergreen-general > *Sent:* Tuesday, January 3, 2023 10:40 AM > *To:* evergreen-general@list.evergreen-ils.org > *Cc:* Murphy, Benjamin <benjamin.mur...@ncdcr.gov> > *Subject:* [Evergreen-general] How do you handle placing temporary ILL > items on hold? > > > > We’re looking for suggestions on how to efficiently place ILL items on > hold for patrons that have requested them. (Items that aren’t in Evergreen > and won’t need to be there long term.) > > > > Current behavior we're getting is that the ILL item comes in, the staff > add it as a pre-cat item, goes to the Item Status screen, scans it and > places an item hold for the item for the patron. When the item is then > checked in to capture the hold it says "send to cataloging" because its > been added as a pre-cat item. That adds a level of complexity that we're > hoping to avoid. > > > > Our goal is to have a scenario where the ILL item can be efficiently > placed on hold for the patron and then the ILL item can be removed once it > has been circulated. Do any of you have a process you use? Do you have a > bib record specifically for ILL items that you add items to? Do you have > some other method that allows for the patron to be notified of the > available hold and when it is due? > > > > *Benjamin Murphy* > > NC Cardinal Program Manager > > State Library of North Carolina > > benjamin.mur...@ncdcr.gov | > https://statelibrary.ncdcr.gov/services-libraries/nc-cardinal > > 109 East Jones Street | 4640 Mail Service Center > > Raleigh, North Carolina 27699-4600 > > The State Library is part of the NC Department of Natural & Cultural > Resources. > > *Email correspondence to and from this address is subject to the North > Carolina Public Records Law and may be disclosed to third parties.* > > > > > _______________________________________________ > Evergreen-general mailing list > Evergreen-general@list.evergreen-ils.org > http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general > -- Joan Kranich | Library Applications Manager CW MARS jkran...@cwmars.org 508-755-3323 x321 or x1 <(508)%20755-3323> http://www.cwmars.org Pronouns <https://www.mypronouns.org/what-and-why>: she, her, hers
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