2. Co-presenters: Shuqin Jiao and Jin Park Pius XII Memorial Library Saint Louis University

3. Purpose Share Experience Supporting Staff Professional Development Circulation Topic MOBIUS ANNUAL CONFERENCE 2011

4. About SLU Cluster Saint Louis University Pius XII Memorial Library Omer Poos Law Library Medical Center Library Searls Hall Library Facility (LSLF-Locust Street Library Facility) MOBIUS ANNUAL CONFERENCE 2011

5. Pius Holds for 5 Years MOBIUS ANNUAL CONFERENCE 2011

6. Holds Management I. Receive Daily Holds II. Clear Holdshelf III. View Outstanding Holds IV. INN-Reach Too Long Reports V. Create Lists MOBIUS ANNUAL CONFERENCE 2011

7. I. Receive Daily Holds Basic Procedure: 1. Check-in  Hold slips  Patron name  Dates  Hold pickup notice mailed  Hold expiration 2. Email hold pickup notices & review the summary List 3. File items on holdshelf MOBIUS ANNUAL CONFERENCE 2011

8. I. Receive Daily Holds-What if? 1. Check-in What if there is a message: “no record found with bxxxxxxxxxx”? Lending library did not process >> Patron account Yes  Insert barcode Patron cancelled (holds not on patron account) >>Return to home library Wrong pickup location >>Route to the correct pickup location MOBIUS ANNUAL CONFERENCE 2011

10. Pay attention to damaged items at receiving MOBIUS ANNUAL CONFERENCE 2011

11. I. Receive Daily Holds-What if? 2. Print Hold Pickup Summary List Items appeared on the notices but no books received Check holdshelf Check patron records >>Pickup location (MCL or Law) >>Checked out >>Returned in the stacks. “In-Transit” but staff selected “on holdshelf” Items are received but there are no patron notices Check patron records >>Patron’s home library not Pius MOBIUS ANNUAL CONFERENCE 2011

12. I. Receive Daily Holds-What if? 3. File Received Items on Holdshelf Filed by last names Spanish names? ILL items - Different names MOBIUS ANNUAL CONFERENCE 2011

14. II. Clear Holdshelf SLU ClusterMOBIUSPUA 1. Clear holdshelf 1. Holdshelf 2. Clear expired holds and holdshelf ( Pius only) >> Clear 2. Show INN-Reach holdshelf >> Display 2. Show expired holds 3. Pull the listed books from the holdshelf 3. Pull the listed items from the holdshelf 3. Pull expired PUA item manually from the holdshelf 4. Check -in4. INN-Reach >>Return Items 4. Pickup Anywhere >>Return Items >>Process 5. Re-shelve5. Put items on MOBIUS return shelves for shipment MOBIUS ANNUAL CONFERENCE 2011

17. II. Clear Holdshelf-What if? Books on the list but not found on the holdshelf Search stacks Contact patron If patron has the item, check the book out after a confirmation If not, contact lending library to see if the items are returned MOBIUS ANNUAL CONFERENCE 2011

18. III. View Outstanding Holds Basic Procedure: View Holds Holds placed before (usually 30th day) View outstanding holds Print Close  Go through the list MOBIUS ANNUAL CONFERENCE 2011

20. III. View Outstanding Holds What’s on the list? Bib-level holds1.Copy Returned Soonest (At the beginning of the list) 2. Rush Order Items On Holdshelf3. Currently on Holdshelf Item -level holds4. Item Holds for SLU Pius Items (Toward the end of the list) MOBIUS ANNUAL CONFERENCE 2011

21. III. View Outstanding Holds MOBIUS ANNUAL CONFERENCE 2011 1. Copy returned soonest If another item is available in MOBIUS, >> Re-request for a patron If there is no item available, >> Leave the holds 2. Rush order >> Leave the holds 3. Items currently on holdshelf >> Leave where they are

22. III. View Outstanding Holds 4. Item Level holds for Pius Items If “Not checked out ” >> Search stacks Found >>Fill holds Not found >>Request through MOBIUS and cancel existing hold >>If there is no item available in Mobius, leave the holds or recommend to use ILL MOBIUS ANNUAL CONFERENCE 2011

23. IV. View INN-Reach Too Long Reports Institutional overdues Paged too long Returned too long Requested too long In-transit too long Received too long MOBIUS ANNUAL CONFERENCE 2011

24. V. Create Review Files Run review files to catch stray items ( s @ m # % MOBIUS ANNUAL CONFERENCE 2011

25. V. Create Review Files Clear stuck virtual records Items cancelled by Mobius patrons that had not completed the processing >> INNReach remote checkout MOBIUS ANNUAL CONFERENCE 2011

26. V. Create Review Files Items have not been properly checked in >>Change items status to @ off campus >> Check in MOBIUS ANNUAL CONFERENCE 2011

27. Wrap-up Procedures in wiki Accountable staff MOBIUS ANNUAL CONFERENCE 2011

28. Questions MOBIUS ANNUAL CONFERENCE 2011