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Consortial Hold Groups

When using Consortial Requests the system applies title requests to all of the constium's institutions.

To set up the system to implement institutional requests set up the CONSORTIAL-HOLD-REQUEST tab100 variable (in alephe/tab) to Y.

Request Group Definition:

A title's items are grouped into request groups in the following manner:

         1. A pool of items is created from all of the title's items that belong to the patron's institution or to one of the institutions  that are shared with the patron's shared default institution. The pool is created based on items that:

            a. Have a ADM or ITM link to the title.

            b. Are not short loan items.

            c. Pass the "TITLE-REQ" checks in tab_hold_request.

        2. The pool is split up into groups of items that share the following information:

            a. Item volume(z30_enumeration_a)

            b. Item issue (z30_enumeration_b)

            c. Item part (z30_enumeration_c)

            d. Item year (z30_chronological_i)

            e. Item month (z30_chronological_j)

            f.  Item day (z30_chronological_k)

            g. Item material type (z30_material)

Allowed Pickup Locations:

For each such group, a list of allowed pickup locations is  listed in the pickup-locations element.  Each pickup-location sub-element is a valid pickup location. The list is created based on tab37 and the list of items that make up the group.

If tab37 contains a pickup location that is an institution ID, the tab37 of that institution will be consulted for listing the pickup locations. For example, if the USM50 tab37 table has a line such as:

! 1   2  3  4  5   6     7     8     9    10    11    12    13    14    15
!!!!!-!!-!!-!!-!-!!!!!-!!!!!-!!!!!-!!!!!-!!!!!-!!!!!-!!!!!-!!!!!-!!!!!-!!!!!
WID   ## ## ## # USM51

Then the USM51 institution table will be consulted. The pickup locations of lines that begin with the institution ID will be listed. For example, a USM51 setup such as:

! 1   2  3  4  5   6     7     8     9    10    11    12    13    14    15
!!!!!-!!-!!-!!-!-!!!!!-!!!!!-!!!!!-!!!!!-!!!!!-!!!!!-!!!!!-!!!!!-!!!!!-!!!!!
USM51 ## ## ## # ULIN  UGOV

will result in ULIN and UGOV being listed as available pickup locations if a WID item belongs to the group.

If the tab100 variable PICKUP-LIST-METHOD in the patron's home library has been set up to "2" then only the patron's dispatch library (z303_dispatch_library) will be included in the list of pickup locations, provided it is a valid pickup location for the group

Pickup Locations Paging Policy:

If a sublibrary that is included in the group has an available item (item with no loans), and the sublibrary does not include itself as an available pickup location for available items, that sublibrary will not be included in the list of pickup locations.

For example:
If the Main Library (WID) has items in the group that are available (not on loan), it will not be included in the list of pickup locations (even if other sublibraries allow it), unless a line such as the following is set up in tab37:

! 1   2  3  4  5   6     7     8     9    10    11    12    13    14    15
!!!!!-!!-!!-!!-!-!!!!!-!!!!!-!!!!!-!!!!!-!!!!!-!!!!!-!!!!!-!!!!!-!!!!!-!!!!!
WID   ## ## ## Y WID

Or

! 1   2  3  4  5   6     7     8     9    10    11    12    13    14    15
!!!!!-!!-!!-!!-!-!!!!!-!!!!!-!!!!!-!!!!!-!!!!!-!!!!!-!!!!!-!!!!!-!!!!!-!!!!!
WID   ## ## ## # WID

Pickup Location List Sorting Method:

The list of pickup locations will be sorted by the sublibrary names. The sublibrary that is the patron's dispatch library (z303_dispatch_library) will always be first in the list, provided it is a valid pickup location for the group.