2024-07-31 Status Meeting

Holds

• Pickup Area

  • What is this? Do we need?

    • Not in use by Clearview

    • Might be used by libraries for different pickup areas, maybe within a larger library e.g. 1st floor,

• When can holds be canceled?

  • When a hold is on-shelf for pickup, it cannot be canceled

  • Holds can be canceled up until which point it’s filled

  • ILS and ILL holds will expire after 5 days on hold shelf

• Should canceled holds display?

  • Could create a third section for cancelled holds if library wants to display

  • Cancelled holds display in the current system for 30 days from cancel date

  • ILL holds will be valuable to display cancelled holds for, but not ILS holds

  • No action buttons for canceled holds in cancelled holds section

• What workstation ID should be assigned to a request?

  • Clearview staff will make a unique workstation ID for holds generated from Pika

• “One Click” Holds

  • Normal “request” process (ILS holds/ILL holds) takes the user through several steps, where the catalog prompts the user to answer a number of questions

  • “One-Click” seems to answer all the questions

  • Pika shouldn’t replicate the same question and response process for normal holds are placed

  • Are there any conditional statuses/questions that should be followed?

    •  

  • Volume /Item Holds

• Normal place hold functionality in Pika

  • All occurs within the same screen/pop-up

  • Staff patrons can place holds on behalf of patrons

  • Linked accounts can place holds for managed accounts in the same screen

ILL/Prospector hold requests

• When are marc records created in local ILS? Hold placed? Checkout?

  • MARC record is created when the item is received

  • Record comes from Prospector record

• Can ILL holds be suspended/frozen?

  • Yes, before they’ve been shipped

• Can ILL holds be canceled?

  • 5 day on hold shelf until expire

• Double check which ILL status code for “Ready for Pickup”, “In Transit” ?

  • Status code of an inter-library loan (ILL) request.
    1 - Inactive
    3 - Active
    5 - Shipped (In transit)
    10 - Received-Held (Ready for Pickup)
    11 - Received-Transferred (In transit)
    12 - Received-Satisfied (pickup)
    13 - Received-Used (pickup)
    14 - Received-Unused (pickup)
    15 - Returned
    16 - Cancelled (show in Cancelled section)

Sideloads

• Tumblebooks

  • See if the vendor can add an 856 for images

• Please review other sideloads

  • State Gov Docs

  • CHNC collection

  • Creativebug

  • Kanopy

• Hoopla Craftsy subcollection?