Re: [OPEN-ILS-GENERAL] Issue with Closed Stacks and reference books for Reading Room and not lending
On Wed, Mar 31, 2010 at 10:03 AM, Bas Otting b.ott...@ppl.nl wrote: Hello all, At the Peace Palace Library we have Closed Stacks for all our works which are either in-house reference material or can be borrowed. Therefore: patrons or staff place a Hold, we need the Pull List for Holds Requests mechanism for accessing our Closed Stacks and we need a Circulation Policy rule that tells Evergreen that some works on the Holds Shelf can actually be borrowed and others can not and are Reading Rooms only. The holds mechanism in Evergreen is designed specifically to facilitate circulation transactions, so the workflow you want isn't possible directly using holds, but there is another option (more on that further down). Here is the issue: we can't figure out how to achieve this scenario (out of the box Evergreen 1.6.0.1): we did not tinker yet with Circulation Policies or Circ Modifiers but forced behaviour in the copy editor: http://screencast.com/t/YzY1Yzk3Y2E A copy item that has Circulate No (for in-house only) is Holdable but does *not* appear on the Pull List. Dead end. RIght, because holds in Evergreen that can't lead to a circulation (no copy is allowed to circulate) don't make sense to the system. So: we tried Circulate Yes and then Reference is Yes - but to our surprise, such an item can be checked out. Oops. That, as Jason mentioned, is just a flag that is available for use in policy, such as these don't circulate. Anybody an idea how to tackle this ? George Tuttle mentioned item alert messages, and that is one way -- probably the best way in 1.6.0.x. He also alluded to reserve items. Evergreen doesn't currently have academic reserves natively, but 1.6.1 will introduce Booking Reservations, and this may be a good alternative for you. Booking Reservations differs from holds in that 1) the item does not have to be cataloged (though your closed-stacks items are), 2) the item does not have to be holdable and 3) it is pre-scheduled for a specific checkout (or, hand-out, in your case) and return time. That last part is the biggest functional difference -- the patron has to request a time slot, instead of simply waiting for the item to show up. This may actually be an advantage, though. If, for instance, you have limited reading room space, you would be able to schedule Booking Reservations so that you don't run out of room at any given time. But, of course, that will require 1.6.1, which is not released yet but is getting close. -- Mike Rylander | VP, Research and Design | Equinox Software, Inc. / The Evergreen Experts | phone: 1-877-OPEN-ILS (673-6457) | email: mi...@esilibrary.com | web: http://www.esilibrary.com
Re: [OPEN-ILS-GENERAL] Issue with Closed Stacks and reference books for Reading Room and not lending
How long do you wait after placing the hold before you pull the list? For PINES, the holds targeter technically runs every 15 minutes. However, large numbers of holds means it can take much longer than that to run. It may be that you are pulling the list before the item has been targeted for the hold. If that is not the case, have you tried establishing shelving locations for the two collections? A no anywhere will override a yes. So even if the reference item itself is set to circulate, if the shelving location is no, it should not. Whether it will show up on the holds pull list is something I don't know. Elaine J. Elaine Hardy PINES Bibliographic Projects Metadata Manager Georgia Public Library Service 1800 Century Place, Ste 150 Atlanta, Ga. 30345-4304 404.235-7128 404.235-7201, fax eha...@georgialibraries.org www.georgialibraries.org www.georgialibraries.org/pines - Original Message - From: Bas Otting b.ott...@ppl.nl To: open-ils-general@list.georgialibraries.org Sent: Wednesday, March 31, 2010 10:03:54 AM Subject: [OPEN-ILS-GENERAL] Issue with Closed Stacks and reference books for Reading Room and not lending Hello all, At the Peace Palace Library we have Closed Stacks for all our works which are either in-house reference material or can be borrowed. Therefore: patrons or staff place a Hold, we need the Pull List for Holds Requests mechanism for accessing our Closed Stacks and we need a Circulation Policy rule that tells Evergreen that some works on the Holds Shelf can actually be borrowed and others can not and are Reading Rooms only. Here is the issue: we can't figure out how to achieve this scenario (out of the box Evergreen 1.6.0.1): we did not tinker yet with Circulation Policies or Circ Modifiers but forced behaviour in the copy editor: http://screencast.com/t/YzY1Yzk3Y2E A copy item that has Circulate No (for in-house only) is Holdable but does *not* appear on the Pull List. Dead end. So: we tried Circulate Yes and then Reference is Yes - but to our surprise, such an item can be checked out. Oops. Anybody an idea how to tackle this ? We realise Evergreen has its roots in an Open Stacks environment but even then patrons might inadvertently try to check out an item marked Reference ? Really hope there is a solution combinable with a Closed Stacks situation. Kind regards, Bas Otting Peace Palace Library http://www.ppl.nl/ Carnegieplein 2 2517 KJ Den Haag
Re: [OPEN-ILS-GENERAL] Issue with Closed Stacks and reference books for Reading Room and not lending
A copy item that has Circulate No (for in-house only) is Holdable but does *not* appear on the Pull List. Dead end. This is because Evergreen assumes Circulate No implies Holdable No. So: we tried Circulate Yes and then Reference is Yes - but to our surprise, such an item can be checked out. Oops. I don't think Reference has any behavior by default, though I've seen circ scripts (prior to the in-db circ that 1.6 uses) configured to stop circulation based on it. It looks like the in-db circ matrix is able to look at the item level Reference flag, so you should be able to create a rule to stop circulation based on this. Anybody an idea how to tackle this ? Correct me if I'm understanding, but you have closed stacks, which means only staff has access to them, so patrons have to make stack requests for staff to go fetch those items. Do the patrons need to know at the time of a stack request whether the item may be used in-house only or may leave the building? Why not let a checkout occur on the patron's account to show that the item is in their possession, but otherwise tell them when an item may not leave the building? -- Jason Etheridge | VP, Tactical Development | Equinox Software, Inc. / The Evergreen Experts | phone: 1-877-OPEN-ILS (673-6457) | email: ja...@esilibrary.com | web: http://www.esilibrary.com Please join us for the Evergreen 2010 International Conference! It is being held April 20 - 23, 2010 at the Amway Grand Hotel and Convention Center, Grand Rapids, Michigan. http://www.evergreen2010.org/
[OPEN-ILS-GENERAL] Issue with Closed Stacks and reference books for Reading Room and not lending
Hello all, At the Peace Palace Library we have Closed Stacks for all our works which are either in-house reference material or can be borrowed. Therefore: patrons or staff place a Hold, we need the Pull List for Holds Requests mechanism for accessing our Closed Stacks and we need a Circulation Policy rule that tells Evergreen that some works on the Holds Shelf can actually be borrowed and others can not and are Reading Rooms only. Here is the issue: we can't figure out how to achieve this scenario (out of the box Evergreen 1.6.0.1): we did not tinker yet with Circulation Policies or Circ Modifiers but forced behaviour in the copy editor: http://screencast.com/t/YzY1Yzk3Y2E http://screencast.com/t/YzY1Yzk3Y2E A copy item that has Circulate No (for in-house only) is Holdable but does *not* appear on the Pull List. Dead end. So: we tried Circulate Yes and then Reference is Yes - but to our surprise, such an item can be checked out. Oops. Anybody an idea how to tackle this ? We realise Evergreen has its roots in an Open Stacks environment but even then patrons might inadvertently try to check out an item marked Reference ? Really hope there is a solution combinable with a Closed Stacks situation. Kind regards, Bas Otting Peace Palace Library http://www.ppl.nl/ Carnegieplein 2 2517 KJ Den Haag
