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Achieving Holds Management Best Practices: Problems and Solutions

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.

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Achieving Holds Management Best Practices: Problems and Solutions

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  1. Achieving Holds Management Best Practices: Problems and Solutions Co-presenters: Shuqin Jiao and Jin Park Pius XII Memorial Library Saint Louis University

  2. Purpose • Share Experience • Supporting Staff Professional Development • Circulation Topic MOBIUS ANNUAL CONFERENCE 2011

  3. About SLU Cluster Saint Louis University • Pius XII Memorial Library • Omer Poos Law Library • Medical Center Library • Searls Hall Library Facility (LSLF-Locust Street Library Facility) MOBIUS ANNUAL CONFERENCE 2011

  4. Pius Holds for 5 Years MOBIUS ANNUAL CONFERENCE 2011

  5. Holds Management • Receive Daily Holds • Clear Holdshelf • View Outstanding Holds • INN-Reach Too Long Reports • Create Lists MOBIUS ANNUAL CONFERENCE 2011

  6. I. Receive Daily Holds Basic 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

  7. 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

  8. MOBIUS ANNUAL CONFERENCE 2011

  9. Pay attention to damaged items at receiving MOBIUS ANNUAL CONFERENCE 2011

  10. I. Receive Daily Holds-What if? 2. Print Hold Pickup Summary List Items 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

  11. 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

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  13. II. Clear Holdshelf MOBIUS ANNUAL CONFERENCE 2011

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  16. 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

  17. III. View Outstanding Holds Basic Procedure: • View Holds • Holds placed before (usually 30th day) • View outstanding holds • Print • Close • Go through the list MOBIUS ANNUAL CONFERENCE 2011

  18. MOBIUS ANNUAL CONFERENCE 2011

  19. III. View Outstanding Holds MOBIUS ANNUAL CONFERENCE 2011

  20. III. View Outstanding Holds 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 MOBIUS ANNUAL CONFERENCE 2011

  21. III. View Outstanding Holds 4. 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

  22. IV. View INN-Reach Too Long Reports • Institutional overdues • Paged too long • Returned too long • Requested too long • In-transit too long • Received too long MOBIUS ANNUAL CONFERENCE 2011

  23. V. Create Review Files Run review files to catch stray items ( s @ m # % MOBIUS ANNUAL CONFERENCE 2011

  24. V. Create Review Files Clear stuck virtual records • Items cancelled by Mobius patrons that had not completed the processing >> INNReach remote checkout MOBIUS ANNUAL CONFERENCE 2011

  25. V. Create Review Files • Items have not been properly checked in >>Change items status to @ off campus >> Check in MOBIUS ANNUAL CONFERENCE 2011

  26. Wrap-up • Procedures in wiki • Accountable staff MOBIUS ANNUAL CONFERENCE 2011

  27. Questions MOBIUS ANNUAL CONFERENCE 2011

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