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Request Circles

One library's experience

Shirien ChappellLaura Willey

University of Oregon

NWIUG 2005

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Request Circles allow libraries to:

determine which collections and branches may have items paged and delivered to/from them.

decide which patrons can participate in this delivery service.

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Tables and fields

Fields in item, bib and patron records

Request Rule table Circulation and OPAC options Automatic patron blocks Loan rule determiner and loan rules Hold pickup locations table WWWoptions Locations Served table

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Case Study: 3 branches

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Eligible patrons

Only students, faculty and staff

No public borrowers, alumni or other guests

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Request Rule Table

1 > RECTYPE is ITEM AND STATUS = ‘o‘2 > RECTYPE is ITEM AND I TYPE = '31‘3 > RECTYPE is ITEM AND LOCATION = 'aaa2‘ OR LOCATION = 'bbb2‘ OR LOCATION = 'ccc2'

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Gathering data from records:

Loc codesITypesStatus codes

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Gathering patron data

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Determiner table

LOCATION PTYPE ITYPE RULE #

01 > ????? 999 999 0

02 > aaa1 0 0 2

03 > bbb1 0 0 2

04 > ccc1 0 0 2

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Loan Rule

01 > NAME 2w AAA

02 > CODE R

03 > NORMAL LOAN 14

04 > HOLDABLE Y

.

.

.

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WWWOptions

REQUEST_CIRCLE_MSG Ineligible patrons: PTypes

and message REQUEST_CIRCLE_PICKUP

Eligible patrons: PTypes

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What we know so far: Patron wants Moby Duck

delivered to Branch C. It’s available at A & B. It’s not denied via the Request

Rule Table. It is holdable for this PType. Patron is eligible for service.

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Hold Pickup Locations

HOLDSHELFMAP MAINTENANCE

DISPLAY NAME LOCATIONS

01 > A Branch aaa1, aaa2

02 > B Branch bbb1, bbb2, bbb3

03 > C Branch ccc1, ccc2

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Locations Served A Branch

aaa1 aaa2

B Branch bbb1 bbb2 bbb3 bbb4

C Branch ccc1 ccc2 ccc3 ccc4

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End of case study

Getting the book to patron: Branch A prints paging slip Branch A pages item & checks it in Item’s status changes to “in-transit” Item is delivered to Branch C and

checked in Hold pickup notice is enqueued Patron checks out Moby Duck

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Things we learned

Locations Served entries must be Valid lists.

Invalid lists: system looks at all locations EXCEPT those listed.

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More…

You can choose which hold pickup locations display in the catalog by editing tokens in WWWoptions.

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More…

Inn-Reach holds ignore local hold parameters

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Some little bugs:

Volumes act like copies Ineligible patrons get wrong

message Maintaining the Hold Pickup

table in Millennium is a known issue problem.

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Disclaimer

Each library is different.

Your experiences with RequestCircles may not match ours.

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Thanks for coming!!

Discussion