Holds Testing Results

Holds Testing

Tested using Evergreen version 2.0 alpha4 

Testing Environment:

 
  1. Working with four different org units. The libraries will be referred to in this document as:
    1. Library A - a single institution
    2. Library B1 - a branch in a multi-branch system
    3. Library B2 - another branch in the same multi-branch system.
    4. Library C - a single institution.
  2. Set up a minimum of three workstations registered to three different org units or use profile manager to set up one workstation to log into Evergreen under three different libraries. Workstations should be registered for Library A, Library B1, and Library C.
  3. Several bib records should have items from all three libraries attached. Some records should have items from Library A and Library B1 attached, some records should have items from Library A and Library C attached, some records should have items only belonging to Library A, and at least one record should have items only belonging to Library B1.
  4. Patrons also need to be registered to all four libraries. (Tip: To minimize confusion, give test patrons the same last name as the library to which they are registered.) 

Testing How Holds Are Filled:

 
The following scenarios do not require any restrictions in the holds policy settings. Each scenario will be tested under the following configurations in library settings.
 
  1. Soft boundary set to 1, FIFO is set to false.
  2. No boundaries, FIFO is set to false. 

Section 1: Titles are available, which library is targeted? 

Scenario 1
Title: Held by Library A, Library B1 and Library C. Available at all three locations.
Patron: Home library is Library A, pickup location is Library C.
Question: Is the system looking at the user’s home library or pickup library when filling the hold?
 
  1. Patron from Library A places a hold on title and sets the pickup location as Library C.
  2. Log into the Library A, Library B1, and Library C workstations to run the Pull List for holds requests.
 
Library that gets the holds request:
 
No boundaries: Library C (same as pickup library)
Soft boundary 1: Library C (same as pickup library)

Scenario 2
Title: Held by Library A, Library B1, and Library C. Available at all three locations.
Patron: home library and pickup library is Library B2.
Question: Will the Evergreen fill the hold with a copy from the same system? Is this consistent? (Note: need to test several times or re-target the hold several times to determine consistency)
 
  1. Patron from Library B2 Branch places a hold on the title. The pickup location is Library B2 Branch.
  2. Log into the Library A, Library B1, and Library C workstations to run the Pull List for holds requests.
 
Library that gets the holds request:
 
No boundaries: B1
Soft boundary 1: B1
 
 
Scenario 3
Title: Held by Library A and Library B1. Available at both locations.
Patron: home library and pickup library is Library C
Question: How will the system fill a hold when a copy is not available in the patron’s branch or system? (Note: To see if the system consistently fills the hold from the same branch or if it’s random, this scenario should run several or the tester should re-target the hold several times.)
 
  1. Patron places a hold on the title with the pickup location as Library C.
  2. Log into Library A and Library B1 workstations to run the Pull List for holds requests.
 
Library that gets the holds request:
 
No boundaries: Library A (3 times) and Library B1 (3 times) - random
Soft boundary: 1 Library A (4 times) and Library B1 (2 times) - random
 
Scenario 4
Title: Held by Library A and Library C. Library A’s title is checked out.
Patron: Home library and pickup library is Library A
Question: If the copy at the patron’s pickup library is eligible but checked out, will the hold request move to another library?
  1. Check out title to any patron.
  2. Patron from Library A places the hold.
  3. Log into Library C workstation to run the Pull List for holds request.
 
Does the hold request go to Library C?
 
No boundaries: Yes
Soft boundary 1: No – waits for checked-out item to be returned.
 
Scenario 5
Title: owned by Library A and Library C. Library A’s title is lost.
Patron: home library and pickup library is Library A
Question: If the copy at the patron’s pickup library is lost and therefore no longer eligible, will the hold request move to another library?
  1. Check out title to any patron.
  2. Mark the item as lost
  3. Patron from Library A places the hold.
  4. Log into Library C workstation to run the Pull List for holds request
 
Does the hold request go to Library C?
 
No boundaries: Not tested, presumed it would match results from scenario 4.
Soft boundary 1: Yes – local library’s copy is no longer eligible, so the hold will move on.
 

Section 2: Titles with a holds queue. When the copy is checked in, where does it go?

Scenario 6
Title: Held by Library A and checked out to patron from Library A.
Patrons: Patrons from Library A and Library C
Question: When a copy is checked in, will it prioritize a local patron even if there are others higher in the holds queue?
 
  1. Check out title to patron from Library A.
  2. Patron from Library C places a hold on the title with a pickup location for Library C.
  3. Patron from Library A places a hold on the title with a pickup location for Library A.
  4. Log into the Library A workstation and check the copy in.
 
Where does the system send the hold?
 
No boundaries: Library A (priority given to local patron.)
Soft boundary 1: Library A (priority given to local patron.)
 
 
Scenario 6a
Title: Held by Library A and checked out to patron from Library C.
Patrons: Patrons from Library A and Library C
Question: Does the system give preference to the item’s holding (circulation) library or to the checkin location?
 
  1. Check out title to patron from Library C.
  2. Patron from Library C places a hold on the title with a pickup location for Library C.
  3. Patron from Library A places a hold on the title with a pickup location for Library A.
  4. Log into the Library C workstation and check the copy in.
 
No boundaries: Library C (system keeps item at checkin location)
Soft boundary 1: Library A (system keeps item at checkin location)
 
Scenario 7
Title: Held by Library A and checked out to patron from Library A.
Patrons: Patrons from Library A and Library C
Question: Is the system calling a user local based on home library or pickup library?
 
  1. Check out item to patron from Library A.
  2. Another patron from Library A places a hold on the item with a pickup location of Library C.
  3. Patron from Library C places a hold on the item with a pickup location of Library A. 
  4. Log into the Library A workstation to check the copy in.
 
Where does the system send the hold?
 
No boundaries: Library A (pickup library)
Soft boundary 1: Library A (pickup library)
 
Scenario 8
Title: Held by Library A, checked out to patron from Library B1.
Patrons: patrons from Library A, Library B1 and Library C
Question: If the pickup location and checkin location do not match, will the system then give priority to a patron whose home library is the same as the item’s holding (circulation) library?
 
  1. Check out item to patron from Library B1.
  2. Patron from Library C places a hold on the item with a pickup location of Library C.
  3. Patron from Library A places a hold on the item with a pickup location of Library C.
  4. Log into workstation from Library B1 to check in the item.
 
Whose hold does the system fill?
 
No boundaries: Library C (does not consider home library and goes to next user in queue.)
Soft boundary 1: Library C (does not consider home library and goes to next user in queue.)
 
Scenario 9
Title: Held by Library A, checked out to patron from Library B1.
Patrons: Patrons from Library B1 and Library C
Question: If the pickup location and checkin location do not match, will the system give priority to the patron whose pickup library is the same as the item’s holding (circulation) library?
 
  1. Check out item to patron from Library B1.
  2. Patron from Library C places a hold on the item with a pickup location of Library C.
  3.  2nd patron from Library C places a hold on the item with a pickup location of Library A. 
  4. Log into workstation from Library B1 to check in the item.
 
Where does the system send the hold?
 
No boundaries: Library C (Does not consider item’s holding library and goes to next user in queue.)
Soft boundary 1: Library C (Does not consider item’s holding library and goes to next user in queue.)

Testing Beyond Scenarios

The holds team did some testing beyond the scenarios as well, particularly to see what happens when a library that was not targeted scans a title that is sitting on somebody else’s pull list. Consistently, the system would trap the scanned copy for the hold and remove the title from the other library’s pull list.
 
We saw the following behavior in one scenario where there were no holds boundaries:
 
  • Title owned by Library A and Library C.
  • Patron 1 from Library A places a hold on the title with Library A as pickup location. The title appears on the pull list for Library A.
  • Patron 2 from Library A places a hold on the title with Library A as pickup location. The title appears on the pull list for Library C.
  • Library C scans its item before Library A and receives a message to send the item to Library A to fill hold for Patron 1 (the top person in the holds queue.)
  • Library A scans its item before receiving the in-transit item. The system places it on the holds shelf for Patron 1 (the top person in the holds queue.)
  • Library A scans receives and scans Library C’s item. The system places it on the holds shelf for Patron 2.