focus on paging: item vs. title priority wiliug 3 rd annual conference june 11, 2007 marquette...
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FOCUS ON PAGING: FOCUS ON PAGING: ITEM VS. TITLE ITEM VS. TITLE PRIORITYPRIORITY
WILIUG 3WILIUG 3rdrd Annual Conference Annual Conference
June 11, 2007June 11, 2007
Marquette University, Milwaukee, Marquette University, Milwaukee, WIWI
Presented By:Presented By:
Jenny BakerJenny Baker - Wisconsin Lutheran College, member of SWITCH - Wisconsin Lutheran College, member of SWITCH
consortium, Milwaukee, WIconsortium, Milwaukee, WI
- Reference Librarian (Circulation Desk Supervisor)- Reference Librarian (Circulation Desk Supervisor)
Heidi BrussHeidi Bruss- Metropolitan Library System, Illinois- Metropolitan Library System, Illinois- SWAN Software & Training Manager for 79 member - SWAN Software & Training Manager for 79 member multi-type consortium in the Chicago metro areamulti-type consortium in the Chicago metro area
Focus On PagingFocus On Paging
Adaptation of IUG15 program: Adaptation of IUG15 program: “Navigating The Holds Maze”“Navigating The Holds Maze”
Presented by:Presented by:- Sheryl VanderWagen, System Librarian, - Sheryl VanderWagen, System Librarian, Lakeland Library Cooperative, MichiganLakeland Library Cooperative, Michigan
- Heidi Bruss, SWAN Software & Training - Heidi Bruss, SWAN Software & Training Manager,Metropolitan Library System, Manager,Metropolitan Library System, IllinoisIllinois
Focus On PagingFocus On Paging
Review how Item/Standard Paging works Review how Item/Standard Paging works Review how Title Priority Paging (which Review how Title Priority Paging (which
replaced Title Paging) worksreplaced Title Paging) works Discuss why Title Priority Paging is now Discuss why Title Priority Paging is now
III’s recommended paging optionIII’s recommended paging option Describe the benefits and process of Describe the benefits and process of
converting to Title Priority Pagingconverting to Title Priority Paging
DefinitionsDefinitions
Item/Standard paging –item level holds and Item/Standard paging –item level holds and pagingpaging
Library Priority Table – table that defines the Library Priority Table – table that defines the order in which libraries/branches are paged order in which libraries/branches are paged
Regional Holds –prioritizes pages within groups Regional Holds –prioritizes pages within groups of libraries/branches (not compatible with Title of libraries/branches (not compatible with Title Paging)Paging)
Title Paging – title level holds and pagingTitle Paging – title level holds and paging Title Priority Paging – title level holds and Title Priority Paging – title level holds and
paging; incorporates features from both Item paging; incorporates features from both Item and Title Paging, including priorityand Title Paging, including priority
Brief History of PagingBrief History of Paging
Standard/Item pagingStandard/Item paging 1998-1999 - Title Paging 1998-1999 - Title Paging Release 2000 - Consortium Release 2000 - Consortium
Management ExtensionsManagement Extensions
Regional (Consortial) holdsRegional (Consortial) holds Release 2005 - Title Priority PagingRelease 2005 - Title Priority Paging Today - Title Priority Paging is III’s Today - Title Priority Paging is III’s
recommended option for pagingrecommended option for paging
Item PagingItem Paging
Copy Returned Soonest requests are Copy Returned Soonest requests are assigned to a specific item assigned to a specific item immediatelyimmediately
Paging prompt (in staff modules) is: Paging prompt (in staff modules) is: “Print Paging Slip” or “Do Not Print “Print Paging Slip” or “Do Not Print Paging Slip”Paging Slip”
Only that item may be used to fulfill Only that item may be used to fulfill the holdthe hold
Other copies on bib cannot fulfill holdOther copies on bib cannot fulfill hold Unable to refuse to fill a holdUnable to refuse to fill a hold System allows printing of Item paging System allows printing of Item paging
lists or slipslists or slips
Item PagingItem Paging
Item paging slips and lists give specific Item paging slips and lists give specific item information including barcode, item information including barcode, pickup location, patron info, etc.pickup location, patron info, etc.
Optionally, item level paging can be set Optionally, item level paging can be set up with an automatic transfer to the next up with an automatic transfer to the next available copy if the paged item cannot available copy if the paged item cannot be locatedbe located
Automatic transfer is calculated from the Automatic transfer is calculated from the time the paging slips or list was printedtime the paging slips or list was printed
Item Paging - SWITCHItem Paging - SWITCH
Problems with holds not producing Problems with holds not producing paging slip due to having a status paging slip due to having a status other than “-” (i.e. Browsing area)other than “-” (i.e. Browsing area)
Inability to cancel holds in a batch Inability to cancel holds in a batch – must go to each patron’s record – must go to each patron’s record at the end of a semester to clear at the end of a semester to clear out old holds due to a lack of “Not out old holds due to a lack of “Not wanted after” dateswanted after” dates
Item Paging - LakelandItem Paging - Lakeland
Frequent problems with stuck holds due Frequent problems with stuck holds due to:to:
1. Staff choose “Do Not Print Paging Slip” 1. Staff choose “Do Not Print Paging Slip” when placing holds in staff modules when placing holds in staff modules
2. Lost paging slips due to printer 2. Lost paging slips due to printer problemsproblems
3. System does not page when hold is 3. System does not page when hold is placed at pickup location and the item is placed at pickup location and the item is on shelf (staff placed holds)on shelf (staff placed holds)
Compatible Features Compatible Features Used By SWITCHUsed By SWITCH Multiple hold shelvesMultiple hold shelves Item paging slips Item paging slips Automatic Request ProcessingAutomatic Request Processing Turning on “Not wanted after” Turning on “Not wanted after”
with upgrade to WebPAC Pro in with upgrade to WebPAC Pro in June 2007 June 2007
Compatible Features Compatible Features Used By LakelandUsed By Lakeland Automatic Transfer of Paged ItemsAutomatic Transfer of Paged Items Item Paging ListsItem Paging Lists Multiple Hold ShelvesMultiple Hold Shelves Library Priority Table/Paging Priority Library Priority Table/Paging Priority
TableTable Give Precedence to Local HoldsGive Precedence to Local Holds Regional (Consortial) HoldsRegional (Consortial) Holds Automatic Request Processing (OPAC)Automatic Request Processing (OPAC)
Compatible Features Compatible Features Used By LakelandUsed By Lakeland Regional HoldsRegional Holds
- Part of Consortium Management - Part of Consortium Management Extensions Extensions - Useful for consortia and libraries with - Useful for consortia and libraries with branchesbranches- Allows users to prioritize paging - Allows users to prioritize paging within groups of librarieswithin groups of libraries- Adds: “Agency” to item records; “Pat - Adds: “Agency” to item records; “Pat Agency” to patron records; Agency Agency” to patron records; Agency TableTable
Title Priority PagingTitle Priority Paging
III’s recommended paging optionIII’s recommended paging option Enhanced & replaced Title PagingEnhanced & replaced Title Paging Little or no maintenance or clean-up Little or no maintenance or clean-up
neededneeded Enhancements received:Enhancements received:
– Pages pick-up point first (no set-up needed)Pages pick-up point first (no set-up needed)– Priority table specific to each pickup location Priority table specific to each pickup location – Able to refuse to fill title & item holdsAble to refuse to fill title & item holds
Title Priority PagingTitle Priority Paging
Placing holds:Placing holds:- - Holds are placed at and remain at the title Holds are placed at and remain at the title level, until filled or cancelledlevel, until filled or cancelled- Staff can place item level holds for multi-- Staff can place item level holds for multi-volume/multi-part titles or to get a specific volume/multi-part titles or to get a specific copycopy- Can limit holds to be filled from a specific - Can limit holds to be filled from a specific locationlocation- Paging prompt when placing a hold is “Page - Paging prompt when placing a hold is “Page for title” or “Do not page for title”for title” or “Do not page for title”
Title Priority PagingTitle Priority Paging
Placing holds con’t.:Placing holds con’t.:- WebOPAC requests are title-level- WebOPAC requests are title-level- WebOPAC forces item-level holds only when - WebOPAC forces item-level holds only when an item record has a Volume field an item record has a Volume field - Patron’s holds are rejected if none of the - Patron’s holds are rejected if none of the copies are holdable to themcopies are holdable to them
Title Priority PagingTitle Priority Paging
Holdability is determined by:Holdability is determined by: - Loan Rules/Loan Rule Determiner - Loan Rules/Loan Rule Determiner Table – what is/is not holdableTable – what is/is not holdable- Patron Blocks Table - set limits on - Patron Blocks Table - set limits on number of holds placednumber of holds placed- Request Rules File - controls holds in - Request Rules File - controls holds in WebOPACWebOPAC- All dependent on construction and - All dependent on construction and use of location codes, Itypes, and use of location codes, Itypes, and PtypesPtypes
Title Priority PagingTitle Priority Paging
Filling Holds:Filling Holds:- Any eligible copy can fill hold (based on - Any eligible copy can fill hold (based on holdability)holdability)- Items checked in from patron or paged copies - Items checked in from patron or paged copies can fill holdscan fill holds- Holds are filled in date/time stamp order (unless - Holds are filled in date/time stamp order (unless local holds have precedence)local holds have precedence)- Can refuse to fill holds- Can refuse to fill holds- Title level hold only becomes an item level hold - Title level hold only becomes an item level hold when item is putwhen item is put
1. In transit or1. In transit or2. On hold shelf2. On hold shelf
Title Priority PagingTitle Priority Paging
Page listPage list- Title page list is dynamic - Title page list is dynamic
- Can be printed/reprinted at will- Can be printed/reprinted at will
- Items on the page list are removed as holds - Items on the page list are removed as holds are filled or transferredare filled or transferred
- Title page list lack details about specific - Title page list lack details about specific items because any copy can fill holditems because any copy can fill hold
Title Priority PagingTitle Priority Paging
Behind the scenesBehind the scenes - Loan Rules and Loan Rule Determiner - Loan Rules and Loan Rule Determiner Table used to determine eligibility/holdability Table used to determine eligibility/holdability
- System automatically transfers the pages - System automatically transfers the pages based on how long the page has been at a based on how long the page has been at a location location
- Checkin and refuse to fill hold, page is - Checkin and refuse to fill hold, page is transferred immediatelytransferred immediately
Title Priority Paging – Title Priority Paging – Problem HoldsProblem Holds ““Available” status items not on shelfAvailable” status items not on shelf Items that are supposed to be on the Items that are supposed to be on the
hold shelf but aren’thold shelf but aren’t Items that get left on the hold shelf Items that get left on the hold shelf
after the clear hold shelf report has after the clear hold shelf report has been runbeen run
Broken holdsBroken holds
Title Priority PagingTitle Priority Paging
““Keep title hold after page expires”Keep title hold after page expires”- New option with Release 2006- New option with Release 2006- Off = holds are canceled after all - Off = holds are canceled after all locations have been pagedlocations have been paged- On = holds are retained after all - On = holds are retained after all locations have been paged (requires locations have been paged (requires periodic cleanup)periodic cleanup)(see III manual page 105118 – call (see III manual page 105118 – call Help Desk for set up)Help Desk for set up)
Compatible Features Compatible Features Used By SWANUsed By SWAN Sending Items HomeSending Items Home Automatic Checkout (for specific Automatic Checkout (for specific
Ptype)Ptype) Give Precedence to Local HoldsGive Precedence to Local Holds Multiple Hold shelvesMultiple Hold shelves Automatic Request ProcessingAutomatic Request Processing Allow Multiple Holds (in MilCirc only Allow Multiple Holds (in MilCirc only
since Release 2006)since Release 2006)
Who Can Use?Who Can Use?
Consortia who share materials Consortia who share materials between membersbetween members
Multi-branch librariesMulti-branch libraries Single-branch libraries that Single-branch libraries that
purchase multiple copiespurchase multiple copies
Why Convert?Why Convert?
Any eligible copy on bib can fill hold (a Any eligible copy on bib can fill hold (a benefit to single branch libraries) – no need benefit to single branch libraries) – no need to manually divide holds between copiesto manually divide holds between copies
Cleanup/maintenance is reducedCleanup/maintenance is reduced Automatic transfer of pages between Automatic transfer of pages between
branches - no human intervention branches - no human intervention necessarynecessary
Some reduction in delivery volumeSome reduction in delivery volume Hold queues fill quicklyHold queues fill quickly No cost to convertNo cost to convert
Converting At SWANConverting At SWAN
Title Paging to Title Priority PagingTitle Paging to Title Priority Paging Title paging users were automatically Title paging users were automatically
converted to title priority paging with converted to title priority paging with install of Release 2005install of Release 2005
Nothing new to get accustomed toNothing new to get accustomed to
Converting At SWANConverting At SWAN
Two benefits: Two benefits: -- Pages pick-up point first Pages pick-up point first
-- Can refuse to fill both item and title level Can refuse to fill both item and title level holdsholds
Option to:Option to:-- Leave priority paging tables alone (page Leave priority paging tables alone (page equally )equally )
-- Set up priority paging tables for each Set up priority paging tables for each hold pickup location (may require changing to hold pickup location (may require changing to balance request loads)balance request loads)
Converting At Converting At LakelandLakeland Item Paging to Title Priority PagingItem Paging to Title Priority Paging Existing Item Level pages need time to Existing Item Level pages need time to
work through the system (1-2 weeks)work through the system (1-2 weeks) Empty the Library Priority TableEmpty the Library Priority Table More renewals are blocked due to open More renewals are blocked due to open
holdsholds More holds are trapped as items are More holds are trapped as items are
checked inchecked in Get used to less information on title Get used to less information on title
page list page list
Converting At Converting At LakelandLakeland The pickup location is always The pickup location is always
paged first when hold is placed in paged first when hold is placed in Millennium or OPACMillennium or OPAC
Title Paging Lists can always be Title Paging Lists can always be reprintedreprinted
Sometimes the local copy is Sometimes the local copy is paged first but isn’t the copy that paged first but isn’t the copy that ends up filling the holdends up filling the hold
Interested In Interested In Converting?Converting? Talk to your organization’s “powers that Talk to your organization’s “powers that
be”be” Do your researchDo your research
– Read documents on CSDirectRead documents on CSDirect Talk to current users of Title Priority PagingTalk to current users of Title Priority Paging
- Those who converted from Item to Title- Those who converted from Item to Title
- Those who always used Title- Those who always used Title Look at location codes, Itypes, Ptypes, loan Look at location codes, Itypes, Ptypes, loan
rules and loan rule determiner tablerules and loan rule determiner table
Interested In Interested In Converting?Converting? Plan – get help from Help Desk & Plan – get help from Help Desk &
others who convertedothers who converted Pick out additional featuresPick out additional features Adjust location codes, Itypes, Ptypes, Adjust location codes, Itypes, Ptypes,
loan rules and loan rule determiner loan rules and loan rule determiner table as neededtable as needed
Clean out old holdsClean out old holds Develop training plan & train staffDevelop training plan & train staff Talk to Help Desk to scheduleTalk to Help Desk to schedule
Resources on CSDirectResources on CSDirect
Under “Customer Information Resources – Under “Customer Information Resources – Holds”Holds”- How to Start Using Title Priority Paging- How to Start Using Title Priority Paginghttp://csdirect.iii.com/documentation/cir/tppstart.shtmlhttp://csdirect.iii.com/documentation/cir/tppstart.shtml
- Holds Design (includes Holds Features - Holds Design (includes Holds Features and Compatibility Chart)and Compatibility Chart)http://csdirect.iii.com/documentation/cir/holdsdesign.shtmlhttp://csdirect.iii.com/documentation/cir/holdsdesign.shtml
- - Hold FeaturesHold Featureshttp://csdirect.iii.com/documentation/cir/holdsdesignb.shtml#nhfhttp://csdirect.iii.com/documentation/cir/holdsdesignb.shtml#nhf
Resources on CSDirectResources on CSDirect
- - Holds Management OverviewHolds Management Overview
http://csdirect.iii.com/documentation/cir/http://csdirect.iii.com/documentation/cir/holdsmanagement.shtmlholdsmanagement.shtml
- Requests in WebPAC/Patron placed - Requests in WebPAC/Patron placed holdsholds http://csdirect.iii.com/documentation/cir/requests.shtmlhttp://csdirect.iii.com/documentation/cir/requests.shtml
FAQ on HoldsFAQ on Holds (under Circulation) (under Circulation)http://csdirect.iii.com/faq/holds.shtmlhttp://csdirect.iii.com/faq/holds.shtml
Other ResourcesOther Resources
IUG 2007 Program materials:IUG 2007 Program materials:
- - Navigating The Holds MazeNavigating The Holds Mazehttp://innovativeusers.org/programpages/IUG2007/wp-http://innovativeusers.org/programpages/IUG2007/wp-content/uploads/2007/05/d1navigating_the_holds_maze.pptcontent/uploads/2007/05/d1navigating_the_holds_maze.ppt
- - Priority Paging: Maximizing Holds in Systems of Priority Paging: Maximizing Holds in Systems of all Sizesall Sizeshttp://innovativeusers.org/programpages/IUG2007/f_11http://innovativeusers.org/programpages/IUG2007/f_11
III’s online manual: start with page 105103III’s online manual: start with page 105103
Special ThanksSpecial Thanks
Sheryl VanderWagenSheryl VanderWagenLakeland Library CooperativeLakeland Library Cooperative
Grand Rapids, MichiganGrand Rapids, Michigan
http://lakeland.llcoop.orghttp://lakeland.llcoop.org
[email protected]@llcoop.org
For her work on “Navigating the For her work on “Navigating the Holds Maze”Holds Maze”
Focus on PagingFocus on PagingJenny BakerJenny Baker
Wisconsin Lutheran College LibraryWisconsin Lutheran College LibraryMilwaukee, WisconsinMilwaukee, Wisconsinhttp://www.wlc.edu/libraryhttp://www.wlc.edu/[email protected]@wlc.edu
Heidi BrussHeidi BrussMetropolitan Library SystemMetropolitan Library SystemBurr Ridge, IllinoisBurr Ridge, Illinoishttp://mls.lib.il.us/swanhttp://mls.lib.il.us/[email protected]@mls.lib.il.us