Thursday, May 31, 2007

More Differences Between Old and New (Due Date; Where an Item is Going)

Go Live 2Here is an example of how the holds process can alter the way we have done things in the past (besides the obvious changes of actually doing holds...).

When we are searching the catalog with WorkFlows, you will see that some items are INTRANSIT. This is the new word for "Route". However, you do not see where the item is being sent. In IG or Circle, you could see where the item was going.

This comes in handy when a customer wants an item and there are no available items except for one or more items that say Route (in Circle) or INTRANSIT (in WorkFlows).

Currently, if an item is in "route" or "intransit" back to its owning location, then we could safely assume that the item would be available soon. We could tell the customer to check back in the next day or so.

Also currently, if an item is in "route" towards another location besides the owning location, we could safely assume that the item was NOT going to be available for a while as it was being sent to another location for a customer to check out.

WorkFlows does NOT say where the book is going. It only says INTRANSIT. So are we losing some functionality????

No. We have to back up a bit and realize that our new holds service has a greater impact on our procedures.

If an item is INTRANSIT, then check to see if there are any holds on the book. If the item has a hold placed, then we can assume that the item is intransit to the pickup location. The item will not be available until the customer who has placed the hold on the book has checked it out and then returned it.

If an item is INTRANSIT, and it does NOT have any holds on the book, then you can safely assume that the book is being sent back to its home location.

On top of all of this, you can offer to place a hold on the book for the customer and as soon as that book becomes available (one way or another), they will be notified.

If you have any questions regarding this process, please let me know (email, phone, comments, wiki discussion page, etc.). All questions and answers will end up on the Holds Discussion page.

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