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 PresentationTRANSCRIPT
Co-presenters:Shuqin Jiao and Jin Park
Pius XII Memorial Library
Saint Louis University
PurposeShare ExperienceSupporting Staff Professional Development Circulation Topic
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
Pius Holds for 5 Years
MOBIUS ANNUAL CONFERENCE 2011
Holds ManagementI. Receive Daily HoldsII. Clear HoldshelfIII. View Outstanding HoldsIV. INN-Reach Too Long ReportsV. Create Lists
MOBIUS ANNUAL CONFERENCE 2011
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
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
MOBIUS ANNUAL CONFERENCE 2011
Pay attention to damaged items at receiving
MOBIUS ANNUAL CONFERENCE 2011
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
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
MOBIUS ANNUAL CONFERENCE 2011
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
MOBIUS ANNUAL CONFERENCE 2011
MOBIUS ANNUAL CONFERENCE 2011
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
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
MOBIUS ANNUAL CONFERENCE 2011
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
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
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
IV. View INN-Reach Too Long Reports
Institutional overduesPaged too longReturned too longRequested too longIn-transit too longReceived too long
MOBIUS ANNUAL CONFERENCE 2011
V. Create Review Files
Run review files to catch stray items
( s
@ m #
%MOBIUS ANNUAL CONFERENCE 2011
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
V. Create Review FilesItems have not been properly
checked in
>>Change items status to @ off campus >> Check in
MOBIUS ANNUAL CONFERENCE 2011
Wrap-upProcedures in wiki Accountable staff
MOBIUS ANNUAL CONFERENCE 2011
Questions
MOBIUS ANNUAL CONFERENCE 2011