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Request Circles. One library's experience. Shirien Chappell Laura Willey University of Oregon NWIUG 2005. Request Circles allow libraries to:. determine which collections and branches may have items paged and delivered to/from them.
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Request Circles One library's experience Shirien Chappell Laura Willey University of Oregon NWIUG 2005
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.
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
Eligible patrons • Only students, faculty and staff • No public borrowers, alumni or other guests
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'
Gathering data from records: Loc codes ITypes Status codes
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
Loan Rule 01 > NAME 2w AAA 02 > CODE R 03 > NORMAL LOAN 14 04 > HOLDABLE Y . . .
WWWOptions • REQUEST_CIRCLE_MSG • Ineligible patrons: PTypes and message • REQUEST_CIRCLE_PICKUP • Eligible patrons: PTypes
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.
Hold Pickup Locations HOLDSHELFMAP MAINTENANCE DISPLAY NAME LOCATIONS 01 > A Branch aaa1, aaa2 02 > B Branch bbb1, bbb2, bbb3 03 > C Branch ccc1, ccc2
Locations Served • A Branch • aaa1 • aaa2 • B Branch • bbb1 • bbb2 • bbb3 • bbb4 • C Branch • ccc1 • ccc2 • ccc3 • ccc4
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
Things we learned • Locations Served entries must be Valid lists. • Invalid lists: system looks at all locations EXCEPT those listed.
More… • You can choose which hold pickup locations display in the catalog by editing tokens in WWWoptions.
More… Inn-Reach holds ignore local hold parameters
Some little bugs: • Volumes act like copies • Ineligible patrons get wrong message • Maintaining the Hold Pickup table in Millennium is a known issue problem.
Disclaimer Each library is different. Your experiences with Request Circles may not match ours.
Thanks for coming!! Discussion