EUROPEAN UNICORN USERS GROUP

1. EUROPEAN UNICORN USERS GROUP EUGM Paris 2002

2. EUROPEAN UNICORN USERS GROUP Holds - How to get the best from Unicorn David Thomas, Product Manager, SIRSI Limited EUGM Paris 2002

3. History • Request module (not real time) • Immediate holds • improved configuration (v. 8.1.7+) • Enhanced Holds for WebCat (U98.4+) • Demand Management (U2001+) EUGM Paris 2002

4. 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 EUGM Paris 2002

5. 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 EUGM Paris 2002

8. Self service holds • Place holds • View status of holds • place in queue • Cancel holds Title level Range configurable (SYSTEM/GROUP) EUGM Paris 2002

9. Self service - placing a hold

10. My Account

11. 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 EUGM Paris 2002

12. 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 EUGM Paris 2002

13. 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 EUGM Paris 2002

14. Clean Holds Shelf - options EUGM Paris 2002

15. 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 EUGM Paris 2002

16. User Status Inquiry

17. My Account

18. Recall fees Discharged Recall fee Recall due Recalled Overdue fee Overdue grace Due Date Long Loan ShortLoan Charged EUGM Paris 2002

19. 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 EUGM Paris 2002

20. 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 EUGM Paris 2002

21. Holds Service Performance Date Range Number of Holds Percentage inventoried 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% ============================ EUGM Paris 2002

22. 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 EUGM Paris 2002

23. 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 ! EUGM Paris 2002

24. EUROPEAN UNICORN USERS GROUP EUGM Paris 2002