Holds Working Group

HOLDS WORKING GROUP MISSION:

Establish a baseline on how Holds actually operated in the existing version of Evergreen. Discern the difference between process, policy and software solutions.

Document optimal Holds functionality within a future Evergreen release and develop a list of requirements.

Become the Holds testing group, through which all new Holds development would be filtered.

HOLDS WORKING GROUP ROSTER

Mary Hardy -- Conyers/Rockdale

George Tuttle -- Piedmont Regional

Susan Cooley -- Rome/Floyd County

Jennifer Durham -- Statesboro Regional

Laurie Eubanks -- West Georgia Regional

Dusty Gres -- Ohoopee Regional

Marsha Christy --Houston County

Mark Cole -- Satilla Regional

Shae Tetterton -- Equinox

Jason Etheridge -- Equinox

Chris Sharp -- PINES

Emily Almond -- PINES Team Lead

UPDATE: 07.08.09

Holds Working Group meeting at end of July to put forth a specific recommendation as to how the Holds logic within Evergreen should change to benefit PINES patrons.

Since the group first formed, we were able to
discern quickly that there was a break between understanding of software and
following of process.

In December of 08, we removed the cap on the Holds pull list and implemented a Holds Amnesty, during which libraries would have a chance to catch up.

The results were as follows:

December 2008
- 4500 Unfilled Holds

January 2009
-        890 Unfilled Holds

March 2009 -            
20 Unfilled Holds

...

Since March, we've been able to rule out process and workflows and concentrate on how the Holds module actually works and start to formulate a recommendation for how we would actually like it to work. (See updated diagrams below.)

In the next meeting, the working group will finalize a recommendation to be approved by the Executive Committee for a change to the internal logic of the Evergreen holds module.

AGENDA FOR 1ST HOLDS WORKING GROUP MEETING:

11.11.08 & 11.12.08 -- 10am-12p

• Establish mission
• Go over how Holds actually works (new information from Equinox)

ACTION ITEMS BEFORE NEXT MEETING

• Disseminate information
• Confirm process

FUTURE ACTION ITEMS

• Consensus on how Holds actually works
• Chart how Holds should work
• Develop list of prioritized requirements
• Categorize requirements:
• Process
• Policy
• Software development
• Ask Equinox for timeline for development