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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.
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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 MOBIUS ANNUAL CONFERENCE 2011
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
Pius Holds for 5 Years MOBIUS ANNUAL CONFERENCE 2011
Holds Management • Receive Daily Holds • Clear Holdshelf • View Outstanding Holds • INN-Reach Too Long Reports • Create Lists MOBIUS ANNUAL CONFERENCE 2011
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
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
Pay attention to damaged items at receiving MOBIUS ANNUAL CONFERENCE 2011
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
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
II. Clear Holdshelf 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 Holds Basic Procedure: • View Holds • Holds placed before (usually 30th day) • View outstanding holds • Print • Close • Go through the list MOBIUS ANNUAL CONFERENCE 2011
III. View Outstanding Holds MOBIUS ANNUAL CONFERENCE 2011
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
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
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
V. Create Review Files Run review files to catch stray items ( s @ m # % MOBIUS ANNUAL CONFERENCE 2011
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
V. Create Review Files • Items have not been properly checked in >>Change items status to @ off campus >> Check in MOBIUS ANNUAL CONFERENCE 2011
Wrap-up • Procedures in wiki • Accountable staff MOBIUS ANNUAL CONFERENCE 2011
Questions MOBIUS ANNUAL CONFERENCE 2011
