5/2/20151 Request Circles One library's experience Shirien Chappell Laura Willey University of Oregon NWIUG 2005

5/2/20152 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.

5/2/20153 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

5/2/20154 Case Study: 3 branches

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9 Eligible patrons Only students, faculty and staff No public borrowers, alumni or other guests

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5/2/ 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'

5/2/ Gathering data from records: Loc codes ITypes Status codes

5/2/ Gathering patron data

5/2/ Determiner table LOCATION PTYPE ITYPE RULE # 01 > ????? > aaa > bbb > ccc1 002

5/2/ Loan Rule 01 > NAME 2w AAA 02 > CODE R 03 > NORMAL LOAN > HOLDABLE Y.

5/2/ WWWOptions  REQUEST_CIRCLE_MSG  Ineligible patrons: PTypes and message  REQUEST_CIRCLE_PICKUP  Eligible patrons: PTypes

5/2/ 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.

5/2/ 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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5/2/ Locations Served A Branch  aaa1  aaa2 B Branch  bbb1  bbb2  bbb3  bbb4 C Branch  ccc1  ccc2  ccc3  ccc4

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5/2/ 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

5/2/ Things we learned Locations Served entries must be Valid lists. Invalid lists: system looks at all locations EXCEPT those listed.

5/2/ More… You can choose which hold pickup locations display in the catalog by editing tokens in WWWoptions.

5/2/ More… Inn-Reach holds ignore local hold parameters

5/2/ Some little bugs: Volumes act like copies Ineligible patrons get wrong message Maintaining the Hold Pickup table in Millennium is a known issue problem.

5/2/ Disclaimer Each library is different. Your experiences with Request Circles may not match ours.

5/2/ Thanks for coming!! Discussion