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Achieving Holds Management Best Practices: Problems and Solutions

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Achieving Holds Management Best Practices: Problems and Solutions. Co-presenters: Shuqin Jiao and Jin Park Pius XII Memorial Library Saint Louis University. Purpose. Share Experience Supporting Staff Professional Development Circulation Topic. About SLU Cluster. - PowerPoint PPT Presentation
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Co-presenters: Shuqin Jiao and Jin Park Pius XII Memorial Library Saint Louis University
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Page 1: Achieving Holds Management  Best Practices: Problems and Solutions

Co-presenters:Shuqin Jiao and Jin Park

Pius XII Memorial Library

Saint Louis University

Page 2: Achieving Holds Management  Best Practices: Problems and Solutions

PurposeShare ExperienceSupporting Staff Professional Development Circulation Topic

MOBIUS ANNUAL CONFERENCE 2011

Page 3: Achieving Holds Management  Best Practices: Problems and Solutions

About SLU ClusterSaint Louis University

Pius XII Memorial LibraryOmer Poos Law LibraryMedical Center LibrarySearls Hall Library Facility (LSLF-Locust Street Library Facility)

MOBIUS ANNUAL CONFERENCE 2011

Page 4: Achieving Holds Management  Best Practices: Problems and Solutions

Pius Holds for 5 Years

MOBIUS ANNUAL CONFERENCE 2011

Page 5: Achieving Holds Management  Best Practices: Problems and Solutions

Holds ManagementI. Receive Daily HoldsII. Clear HoldshelfIII. View Outstanding HoldsIV. INN-Reach Too Long ReportsV. Create Lists

MOBIUS ANNUAL CONFERENCE 2011

Page 6: Achieving Holds Management  Best Practices: Problems and Solutions

I. Receive Daily HoldsBasic Procedure:

1. Check-in Hold slips

Patron name Dates

Hold pickup notice mailed Hold expiration

2. Email hold pickup notices & review the summary List

3. File items on holdshelf

MOBIUS ANNUAL CONFERENCE 2011

Page 7: Achieving Holds Management  Best Practices: Problems and Solutions

I. Receive Daily Holds-What if?1. Check-in

What if there is a message: “no record found with bxxxxxxxxxx”?

Lending library did not process >> Patron account Yes Insert barcode Patron cancelled (holds not on patron account) >>Return to home library Wrong pickup location >>Route to the correct pickup location

MOBIUS ANNUAL CONFERENCE 2011

Page 8: Achieving Holds Management  Best Practices: Problems and Solutions

MOBIUS ANNUAL CONFERENCE 2011

Page 9: Achieving Holds Management  Best Practices: Problems and Solutions

Pay attention to damaged items at receiving

MOBIUS ANNUAL CONFERENCE 2011

Page 10: Achieving Holds Management  Best Practices: Problems and Solutions

I. Receive Daily Holds-What if?2. Print Hold Pickup Summary ListItems appeared on the notices but no books

received Check holdshelf Check patron records

>>Pickup location (MCL or Law) >>Checked out >>Returned in the stacks.

“In-Transit” but staff selected “on holdshelf”

Items are received but there are no patron notices

Check patron records >>Patron’s home library not Pius

MOBIUS ANNUAL CONFERENCE 2011

Page 11: Achieving Holds Management  Best Practices: Problems and Solutions

I. Receive Daily Holds-What if?3. File Received Items on Holdshelf

Filed by last names Spanish names? ILL items - Different names

MOBIUS ANNUAL CONFERENCE 2011

Page 12: Achieving Holds Management  Best Practices: Problems and Solutions

MOBIUS ANNUAL CONFERENCE 2011

Page 13: Achieving Holds Management  Best Practices: Problems and Solutions

II. Clear Holdshelf SLU Cluster MOBIUS PUA

1. Clear holdshelf 1. Clear holdshelf 1. Holdshelf

2. Clear expired holds and holdshelf ( Pius only) >> Clear

2. Show INN-Reach holdshelf >> Display

2. Show expired holds

3. Pull the listed books from the holdshelf

3. Pull the listed items from the holdshelf

3. Pull expired PUA item manually from the holdshelf

4. Check -in 4. INN-Reach >>Return Items

4. Pickup Anywhere >>Return Items >>Process

5. Re-shelve 5. Put items on MOBIUS return shelves for shipment

5. Put items on MOBIUS return shelves for shipment

MOBIUS ANNUAL CONFERENCE 2011

Page 14: Achieving Holds Management  Best Practices: Problems and Solutions

MOBIUS ANNUAL CONFERENCE 2011

Page 15: Achieving Holds Management  Best Practices: Problems and Solutions

MOBIUS ANNUAL CONFERENCE 2011

Page 16: Achieving Holds Management  Best Practices: Problems and Solutions

II. Clear Holdshelf-What if? Books on the list but not found on the

holdshelf Search stacks Contact patron

If patron has the item, check the book out after a confirmation

If not, contact lending library to see if the items are returned

MOBIUS ANNUAL CONFERENCE 2011

Page 17: Achieving Holds Management  Best Practices: Problems and Solutions

III. View Outstanding HoldsBasic Procedure:

View Holds Holds placed before (usually 30th

day) View outstanding holdsPrint Close

Go through the list

MOBIUS ANNUAL CONFERENCE 2011

Page 18: Achieving Holds Management  Best Practices: Problems and Solutions

MOBIUS ANNUAL CONFERENCE 2011

Page 19: Achieving Holds Management  Best Practices: Problems and Solutions

III. View Outstanding HoldsWhat’s on the list?

Bib-level holds

1. Copy Returned Soonest (At the beginning of the list)

2. Rush Order Items

On Holdshelf 3. Currently on Holdshelf

Item -level holds

4. Item Holds for SLU Pius Items (Toward the end of the list)

MOBIUS ANNUAL CONFERENCE 2011

Page 20: Achieving Holds Management  Best Practices: Problems and Solutions

III. View Outstanding Holds

MOBIUS ANNUAL CONFERENCE 2011

1. Copy returned soonest

If another item is available in MOBIUS, >> Re-request for a patron

If there is no item available, >> Leave the holds

2. Rush order >> Leave the holds

3. Items currently on holdshelf >> Leave where they are

Page 21: Achieving Holds Management  Best Practices: Problems and Solutions

III. View Outstanding Holds4. Item Level holds for Pius Items If “Not checked out ” >> Search stacks

Found >>Fill holds Not found

>>Request through MOBIUS and cancel existing hold

>>If there is no item available in Mobius, leave the holds or recommend to use ILL

MOBIUS ANNUAL CONFERENCE 2011

Page 22: Achieving Holds Management  Best Practices: Problems and Solutions

IV. View INN-Reach Too Long Reports

Institutional overduesPaged too longReturned too longRequested too longIn-transit too longReceived too long

MOBIUS ANNUAL CONFERENCE 2011

Page 23: Achieving Holds Management  Best Practices: Problems and Solutions

V. Create Review Files

Run review files to catch stray items

( s

@ m #

%MOBIUS ANNUAL CONFERENCE 2011

Page 24: Achieving Holds Management  Best Practices: Problems and Solutions

V. Create Review FilesClear stuck virtual records Items cancelled by Mobius patrons that

had not completed the processing

>> INNReach remote checkout

MOBIUS ANNUAL CONFERENCE 2011

Page 25: Achieving Holds Management  Best Practices: Problems and Solutions

V. Create Review FilesItems have not been properly

checked in

>>Change items status to @ off campus >> Check in

MOBIUS ANNUAL CONFERENCE 2011

Page 26: Achieving Holds Management  Best Practices: Problems and Solutions

Wrap-upProcedures in wiki Accountable staff

MOBIUS ANNUAL CONFERENCE 2011

Page 27: Achieving Holds Management  Best Practices: Problems and Solutions

Questions

MOBIUS ANNUAL CONFERENCE 2011


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