Meeting Date: Tuesday, October 15, 2024 at 2 pm EST

Topic: Hold Policies

Connection info:

https://us06web.zoom.us/j/84576448978?pwd=ObkEU7MB3iW7gkuw6fpl861gV8koVU.1 Meeting ID: 845 7644 8978 Passcode: 334998

Bugs:

https://bugs.launchpad.net/evergreen/+bug/1648276 https://bugs.launchpad.net/evergreen/+bug/1721053 https://bugs.launchpad.net/evergreen/+bug/2084589

Questions:

When a patron is purged do their holds get canceled? Yes, when a patron is purged the hold request are removed.

When is the hold policy checked? Frozen vs Active Evergreen checks the hold policies when attempting to place a hold, target items, capture items and fulfill holds. When you activate a suspended hold Evergreen will check the hold polices.

How to minimize transits:

• Stalling: Hard/Soft stalling vs Pick Up Hard/Soft stalling
  • OWWL is testing Pick Up Hard/Soft stalling
• NOBLE is used stalling during COVID quarantining.
• Longer retargeting from 24 to 48 or 72 hours
• Proximity Adjustments and using Hub approach- i.e. Indiana

Next meeting topic: 3.13 upgrade experiences