How will you shape the future? EUGM Paris 2002 EUROPEAN UNICORN USERS GROUP.

EUGM Paris 2002How will you shape the future?

EUROPEAN UNICORN USERS GROUP



Holds - How to get the best from Unicorn

David Thomas, Product Manager, SIRSI Limited


History• Request module (not real time)• Immediate holds• improved configuration (v. 8.1.7+)• Enhanced Holds for WebCat

(U98.4+)• Demand Management (U2001+)


History (2)• Papers at ISUG/UUGI conferences• SIRSI/UUGI Holds Partnership Team (1998-

1999)• European Holds and Bookings Working

Party (1999-2001)– meeting in Huntsville March 2000– meeting with John Dickson and Lamar Jackson in

Potters Bar March 2001


Holds in WorkFlows• Place TITLE level holds for users• Place TITLE or COPY level holds for

internal procedures• Properties control behaviour of wizards• Overrides available again in 2002


Self service holds• Place holds• View status of holds

– place in queue

• Cancel holds

Title level

Range configurable (SYSTEM/GROUP)

Self service - placing a hold

My Account


Available Copies• List Onshelf Items with Holds

(pullonshelfhld)– Designed for picking available items from

shelves– Trap Holds wizard– looks for an item already at the pickup library,

then within the Hold Group, then randomly

• Mark Item Missing wizard


Items in Demand• Renewal blocked• Shorten long loan periods for queues

– Item Type Hold Threshold configures use of the Alternate Loan Period of the Circulation Rule.

• List Purchase Alerts (purchalert)– Buy more copies

• Recall charges


Essential Reports• Expire Holds (expireholds)

– makes holds INACTIVE– use date selection on date placed, expiry date,

date notified

• Clean Holds Shelf (cleanholdshelf)– makes available INACTIVE holds unavailable– optional processing for hold queue and transit

• Purge Inactive Holds (purgeholds)– actually deletes hold records from database


Clean Holds Shelf - options


Recall notices• Hold Recall (holdrecall) (Administration)• Recall Notice on Charged Items (recallntc)

– Charges selected for recall must have been charged for at least the Recall loan period defined in Circulation Rules

– Hold edited to COPY level (RUSH recall)– Item now due on Recall Due Date– Overdue Recall Threshold in User Profile to

block user.– Integrated with pullonshelfhld report

User Status Inquiry

My Account


Recall fees

Charged

Recalled

Discharged

Recall due

Due Date

Recall fee

Overdue fee

Long Loan

ShortLoan

Overdue grace


Transaction Statistics• Current Holds Statistics (holdstat)• Transaction Statistics (statistics)

– transaction selection• Create Hold for holds placed• Remove Hold for holds cancelled

– Distinguish between staff and self-service holds using user access or station selections


How am I doing ?

Department for Culture, Media and Sport (DCMS)

Comprehensive, Efficient and Modern Public Libraries - Standards and Assessment

PLS 9

50% within 7 days

70% within 15 days

85% within 30 days


Date Range Number of Holds Percentageinventoried filled============================Within 7 days 806 24.5%Within 15 days 1574 47.9%Within 30 days 2284 69.5%============================More than 30 days 630 19.2%Never 373 11.3%============================

Holds Service Performance


Coming soon…• Blanket Holds (U2003)

– TITLE holds for multiple titles– COPY holds for multiple copies of a title– must have Demand Management configured– supply multiple copies to user if desired

• improved holdrecall without hold level change


Further Information• www.sirsi.com (Customer Support)

– Documenation• release notes• known issues• FAQs

– Web Forum discussion and suggestions

• WorkFlows Helps• SIRSI Ltd• Attend users groups EUUG and UUGI !

How will you shape the future? EUGM Paris 2002 EUROPEAN UNICORN USERS GROUP.

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