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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 ParkPius XII Memorial LibrarySaint Louis University

    MOBIUS ANNUAL CONFERENCE 2011

  • PurposeShare ExperienceSupporting Staff Professional Development Circulation TopicMOBIUS ANNUAL CONFERENCE 2011

    MOBIUS ANNUAL CONFERENCE 2011

  • 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

    MOBIUS ANNUAL CONFERENCE 2011

  • Pius Holds for 5 YearsMOBIUS ANNUAL CONFERENCE 2011

    MOBIUS ANNUAL CONFERENCE 2011

  • Holds ManagementReceive Daily HoldsClear HoldshelfView Outstanding HoldsINN-Reach Too Long ReportsCreate ListsMOBIUS ANNUAL CONFERENCE 2011

    MOBIUS ANNUAL CONFERENCE 2011

  • I. Receive Daily HoldsBasic Procedure: 1. Check-inHold slipsPatron nameDatesHold pickup notice mailedHold expiration 2. Email hold pickup notices & review the summary List3. File items on holdshelfMOBIUS ANNUAL CONFERENCE 2011

    MOBIUS ANNUAL CONFERENCE 2011

  • 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 barcodePatron cancelled (holds not on patron account) >>Return to home libraryWrong pickup location >>Route to the correct pickup locationMOBIUS ANNUAL CONFERENCE 2011

    MOBIUS ANNUAL CONFERENCE 2011

  • MOBIUS ANNUAL CONFERENCE 2011

    MOBIUS ANNUAL CONFERENCE 2011

  • Pay attention to damaged items at receiving MOBIUS ANNUAL CONFERENCE 2011

    MOBIUS ANNUAL CONFERENCE 2011

  • I. Receive Daily Holds-What if?2. Print Hold Pickup Summary ListItems appeared on the notices but no books receivedCheck holdshelfCheck patron records >>Pickup location (MCL or Law) >>Checked out >>Returned in the stacks.In-Transit but staff selected on holdshelfItems are received but there are no patron noticesCheck patron records >>Patrons home library not Pius

    MOBIUS ANNUAL CONFERENCE 2011

    MOBIUS ANNUAL CONFERENCE 2011

  • I. Receive Daily Holds-What if?3. File Received Items on HoldshelfFiled by last namesSpanish names?ILL items - Different names

    MOBIUS ANNUAL CONFERENCE 2011

    MOBIUS ANNUAL CONFERENCE 2011

  • MOBIUS ANNUAL CONFERENCE 2011

    MOBIUS ANNUAL CONFERENCE 2011

  • II. Clear Holdshelf MOBIUS ANNUAL CONFERENCE 2011

    SLU ClusterMOBIUSPUA1. Clear holdshelf1. Clear holdshelf1. Holdshelf2. Clear expired holds and holdshelf ( Pius only) >> Clear2. Show INN-Reach holdshelf >> Display2. Show expired holds3. Pull the listed books from the holdshelf3. Pull the listed items from the holdshelf3. Pull expired PUA item manually from the holdshelf4. Check -in4. INN-Reach >>Return Items4. Pickup Anywhere >>Return Items >>Process5. Re-shelve5. Put items on MOBIUS return shelves for shipment5. Put items on MOBIUS return shelves for shipment

    MOBIUS ANNUAL CONFERENCE 2011

  • MOBIUS ANNUAL CONFERENCE 2011

    MOBIUS ANNUAL CONFERENCE 2011

  • MOBIUS ANNUAL CONFERENCE 2011

    MOBIUS ANNUAL CONFERENCE 2011

  • II. Clear Holdshelf-What if? Books on the list but not found on the holdshelfSearch stacksContact patronIf patron has the item, check the book out after a confirmation If not, contact lending library to see if the items are returnedMOBIUS ANNUAL CONFERENCE 2011

    MOBIUS ANNUAL CONFERENCE 2011

  • III. View Outstanding HoldsBasic Procedure:

    View Holds Holds placed before (usually 30th day) View outstanding holdsPrint CloseGo through the list

    MOBIUS ANNUAL CONFERENCE 2011

    MOBIUS ANNUAL CONFERENCE 2011

  • MOBIUS ANNUAL CONFERENCE 2011

    MOBIUS ANNUAL CONFERENCE 2011

  • III. View Outstanding HoldsMOBIUS ANNUAL CONFERENCE 2011

    Whats on the list?Bib-level holdsCopy Returned Soonest (At the beginning of the list)

    2. Rush Order Items

    On Holdshelf3. Currently on HoldshelfItem -level holds4. Item Holds for SLU Pius Items (Toward the end of the list)

    MOBIUS ANNUAL CONFERENCE 2011

  • III. View Outstanding HoldsMOBIUS ANNUAL CONFERENCE 20111. 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

    MOBIUS ANNUAL CONFERENCE 2011

  • III. View Outstanding Holds4. Item Level holds for Pius Items If Not checked out >> Search stacksFound >>Fill holdsNot 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

    MOBIUS ANNUAL CONFERENCE 2011

  • IV. View INN-Reach Too Long Reports

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

    MOBIUS ANNUAL CONFERENCE 2011

    MOBIUS ANNUAL CONFERENCE 2011

  • V. Create Review Files

    Run review files to catch stray items

    ( s @ m # %MOBIUS ANNUAL CONFERENCE 2011

    MOBIUS ANNUAL CONFERENCE 2011

  • V. Create Review FilesClear stuck virtual records Items cancelled by Mobius patrons that had not completed the processing

    >> INNReach remote checkoutMOBIUS ANNUAL CONFERENCE 2011

    MOBIUS ANNUAL CONFERENCE 2011

  • V. Create Review FilesItems have not been properly checked in

    >>Change items status to @ off campus >> Check inMOBIUS ANNUAL CONFERENCE 2011

    MOBIUS ANNUAL CONFERENCE 2011

  • Wrap-upProcedures in wiki Accountable staffMOBIUS ANNUAL CONFERENCE 2011

    MOBIUS ANNUAL CONFERENCE 2011

  • QuestionsMOBIUS ANNUAL CONFERENCE 2011

    MOBIUS ANNUAL CONFERENCE 2011

    MOUBIUS ANNUAL CONFERENCE 2011MOUBIUS ANNUAL CONFERENCE 2011MOUBIUS ANNUAL CONFERENCE 2011MOUBIUS ANNUAL CONFERENCE 2011MOUBIUS ANNUAL CONFERENCE 2011MOUBIUS ANNUAL CONFERENCE 2011MOUBIUS ANNUAL CONFERENCE 2011MOUBIUS ANNUAL CONFERENCE 2011MOUBIUS ANNUAL CONFERENCE 2011MOUBIUS ANNUAL CONFERENCE 2011MOUBIUS ANNUAL CONFERENCE 2011MOUBIUS ANNUAL CONFERENCE 2011MOUBIUS ANNUAL CONFERENCE 2011MOUBIUS ANNUAL CONFERENCE 2011MOUBIUS ANNUAL CONFERENCE 2011MOUBIUS ANNUAL CONFERENCE 2011MOUBIUS ANNUAL CONFERENCE 2011MOUBIUS ANNUAL CONFERENCE 2011MOUBIUS ANNUAL CONFERENCE 2011MOUBIUS ANNUAL CONFERENCE 2011MOUBIUS ANNUAL CONFERENCE 2011MOUBIUS ANNUAL CONFERENCE 2011

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