How will you shape the future? EUGM Paris 2002 EUROPEAN UNICORN USERS GROUP

How will you shape the future? EUGM Paris 2002 EUROPEAN UNICORN USERS GROUP Holds - How to get the best from Unicorn David Thomas, Product Manager, SIRSI Limited

How will you shape the future? EUGM Paris 2002 History Request module (not real time) Immediate holds improved configuration (v ) Enhanced Holds forWebCat (U98.4+) Demand Management (U2001+)

How will you shape the future? EUGM Paris 2002 History (2) Papers at ISUG/UUGI conferences SIRSI/UUGI Holds Partnership Team ( ) European Holds and Bookings Working Party ( ) – meeting in Huntsville March 2000 – meeting with John Dickson and Lamar Jackson in Potters Bar March 2001

How will you shape the future? EUGM Paris 2002 Holds in WorkFlows Place TITLE level holds for users Place TITLE or COPY level holds for internal procedures Properties control behaviour of wizards Overrides available again in 2002

How will you shape the future? EUGM Paris 2002 Self service holds Place holds View status of holds – place in queue Cancel holds Title level Range configurable (SYSTEM/GROUP)

Self service - placing a hold

My Account

How will you shape the future? EUGM Paris 2002 Available Copies List Onshelf Items with Holds (pullonshelfhld) – Designed for picking available items from shelves – Trap Holds wizard – looks for an item already at the pickup library, then within the Hold Group, then randomly Mark Item Missing wizard

How will you shape the future? EUGM Paris 2002 Items in Demand Renewal blocked Shorten long loan periods for queues – Item Type Hold Threshold configures use of the Alternate Loan Period of the Circulation Rule. List Purchase Alerts (purchalert) – Buy more copies Recall charges

How will you shape the future? EUGM Paris 2002 Essential Reports Expire Holds (expireholds) – makes holds INACTIVE – use date selection on date placed, expiry date, date notified Clean Holds Shelf (cleanholdshelf) – makes available INACTIVE holds unavailable – optional processing for hold queue and transit Purge Inactive Holds (purgeholds) – actually deletes hold records from database

How will you shape the future? EUGM Paris 2002 Clean Holds Shelf - options

How will you shape the future? EUGM Paris 2002 Recall notices Hold Recall (holdrecall) (Administration) Recall Notice on Charged Items (recallntc) – Charges selected for recall must have been charged for at least the Recall loan period defined in Circulation Rules – Hold edited to COPY level (RUSH recall) – Item now due on Recall Due Date – Overdue Recall Threshold in User Profile to block user. – Integrated with pullonshelfhld report

User Status Inquiry

My Account

How will you shape the future? EUGM Paris 2002 Recall fees Charged Recalled Discharged Recall due Due Date Recall fee Overdue fee Long Loan Short Loan Overdue grace

How will you shape the future? EUGM Paris 2002 Transaction Statistics Current Holds Statistics (holdstat) Transaction Statistics (statistics) – transaction selection Create Hold for holds placed Remove Hold for holds cancelled – Distinguish between staff and self-service holds using user access or station selections

How will you shape the future? EUGM Paris 2002 How am I doing ? Department for Culture, Media and Sport (DCMS) Comprehensive, Efficient and Modern Public Libraries - Standards and Assessment PLS 9 50% within 7 days 70% within 15 days 85% within 30 days

How will you shape the future? EUGM Paris 2002 Date Range Number of Holds Percentage inventoried filled ============================ Within 7 days % Within 15 days % Within 30 days % ============================ More than 30 days % Never % ============================ Holds Service Performance

How will you shape the future? EUGM Paris 2002 Holds Service Performance

How will you shape the future? EUGM Paris 2002 Coming soon… Blanket Holds (U2003) – TITLE holds for multiple titles – COPY holds for multiple copies of a title – must have Demand Management configured – supply multiple copies to user if desired improved holdrecall without hold level change

How will you shape the future? EUGM Paris 2002 Further Information (Customer Support) – Documenation release notes known issues FAQs – Web Forum discussion and suggestions WorkFlows Helps SIRSI Ltd Attend users groups EUUG and UUGI !

How will you shape the future? EUGM Paris 2002 EUROPEAN UNICORN USERS GROUP