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Boutique Customer Service with �Purchase Suggestions��Lori Thorrat�Cataloging/Processing Manger�Cuyahoga County Public Library

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Why Purchase Suggestions?

Isn’t that what Inter-library loan is for?

Acquisitions dream, or nightmare?

Is there already a workflow?

Cuyahoga County Public Library

27 Branches, 47 Communities,

No main library = Popular materials collection

SearchOhio/OhioLink

Statewide Resource Sharing Consortia

CCPL borrows 10,000 items per month

 

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Koha Suggestion Module

We had a few questions

Can patrons easily access it in Aspen?

Can we control the flow?

Can we limit what types of materials customers can request?

Can we assign the work?

Can we seamlessly create holds and notices for customers?

YES!

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Aspen

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Aspen

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Aspen

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Aspen

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Aspen

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Koha

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Koha

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Koha -Acquisitions

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Koha -Acquisitions

  • Pending
  • Checked
  • Accepted
  • Ordered
  • Available
  • Rejected

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Koha -Acquisitions

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Koha -Acquisitions

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Koha -Acquisitions

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Koha -Acquisitions

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Koha -Acquisitions

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Koha -Acquisitions

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How to Start

Online help

Koha manual

Videos from ByWater and Open Fifth

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Koha System Preferences

Step one: Enable Suggestion Management in Koha

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Koha System Preferences

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Koha System Preferences

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Koha System Preferences

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Koha System Preferences

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Koha System Preferences

Dev?

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Koha Authorized Values

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Koha Authorized Values

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Koha Authorized Values

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Koha Notices and Slips

The ‘Accepted’ status will trigger the ACCEPTED notice

The ‘Rejected’ status will trigger the REJECTED notice

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Koha Notices and Slips

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Koha Notices and Slips

<p>The library has reviewed your request, and has declined it for the following reason:</p>

[% IF suggestion.reason == 'Out of Print' %]

This title is unavailable for purchase.

[% ELSIF suggestion.reason == 'Not Yet Published' %]

This title is forthcoming. When it becomes available we will place a hold for you.

[% ELSIF suggestion.reason == 'In SearchOhio/OhioLink' %]

This title is available in Search Ohio or OhioLink. We have placed a request for you. You will receive a notice when the item is available for pick up.

[% ELSIF suggestion.reason == 'In CCPL Catalog' %]

This title is available at the library. A hold has been placed for you and a notice will be sent when it is available for pick up.

[% ELSIF suggestion.reason == 'Not Enough Information'%]

We need more information. Please place a new suggestion with more information about the title. If this title is part of a series, please supply the volume, book, or season you wish us to consider purchasing.

[% END %]

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Aspen Administration

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Aspen Administration

Primary Configuration 🡪 Library Systems 🡪 Materials Request

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Aspen Administration

Translations

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Aspen Administration

Translations

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Aspen Administration

Translations

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Aspen Administration

Translations

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Suggestion Wish List

Bug 22848 – Merging Purchase Suggestions

Bug 28844 - Suggestion from existing title can alert patron in error

Bug 35717 -  Link suggestions to orders by adding order number to suggestions table

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Thank you!

Lori Thorrat

lthorrat@cuyahogalibrary.org

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