1. Priority Paging Training for the new III Holds System

2. Outline • Overview of advantages • Overview of differences • How it works • Placing a request for Hold Copy Returned Soonest • Checking In an item to fill a request • Running a Title Paging List

3. Continue to place Hold Selected Item for items with volume information • Continue to run your Item Paging List • For Holds placed prior to cutover • For Holds placed as Hold Selected item • Book Group requests

4. Virtual Catalog Requests • Cancellation Notices • Summary • Q&A

5. Advantages • Holds not “stuck” on a given item; therefore fewer cleanups necessary • No longer necessary to send Email if you are the only holder • System automatically produces a cancellation notice • Can decline to fill a request at Check In

6. Logic for choosing an item for a paging list is much better • No longer depends on patron coding • Depends on Pickup location • Can be constructed in much more detail by MLN

7. Items available to fill requests in your own library appear on your Title Paging List when a staff member places a Hold Copy Returned Soonest request in a Millennium client. • My Account will not show a Status of Available for Holds that are still outstanding

9. Item-level Hold Bib level Holds

10. Differences • Dialog is slightly different when placing a request • “Page for title” instead of “Place hold; print paging slip” • Dialog is different at Check In when an item is needed to fill a request

11. Example of Check In dialog

12. Holds stay at Bib-level when initially placed (even when there are available items) • Even if an item is on one library’s Title Paging List, the request can be filled by any item checked in on that title. • You may need to print a fresh list in some cases

13. An item will continue to appear on your Title Paging List for as long as the interval we set for moving along a page – even though you clear your Title Paging List. • If the system has paged all of the eligible items on a bib record and there are no checked out items, then the system will automatically cancel the hold and generate a cancellation notice

14. The Title Paging List will look different from the Item Paging List • It will NOT specify a particular item barcode, nor where the item is going

15. How It Works • Depends on tables constructed by MLN to indicate priority for paging items • Based on request pickup location • No longer based on Patron Agency • Allows us to relate libraries with branches • Locations with equal priorities are chosen in a random fashion

16. Example • The priority table for Brookline Coolidge • Page item at Brookline Coolidge first • Page items from other Brookline locations • Page items from other Main libraries • Page items from other branches

17. Notes • Any item on the bibliographic record can fill the request • Whether it is on their paging list or not • Requests are moved on to be paged elsewhere by an overnight process • Whether or not the library has run a Title Paging List • After a MLN specified time period

18. Switch to Client for Live demonstrations Currently set up ONLY on Test server