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How does the automatic/proactive recall process logic decide on which is the most appropriate item?

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Symptom

  • An item was included or excluded from the proactive recall process, but you don't know why.

Applies to

  • WorldShare Circulation

Resolution

  1. The proactive recall process identifies all items able to fulfill the hold. Items with the following statuses are considered:

    1. Available;

    2. Restricted loan;

    3. Recalled;

    4. In transit for reshelve;

    5. Dispatched for reshelve;

    6. On loan.

 

  1. Items with the following statuses are excluded from proactive recall process:

    1. Unavailable

    2. Overdue/long overdue from the list of items that can fulfill holds

    3. Are on hold (or in transit to fulfill a hold)

    4. marked missing or any AWOL statuses

    5. that are withdrawn

    6. items that are needed to fulfill an item schedule.

 

  1. When sorting the items to match to holds, the system gives priority to items that are:

    1. On the shelf (to avoid unnecessarily recalling more items than needed),

    2. Already recalled / on a restricted loan (these items were already recalled/restricted for pending holds so should be considered next),

    3. On loan -order by which item has been on loan the longest; also considered is if items have proactive recalls enabled.

    4. Items needed to fulfill a hold later in the queue (if there are items lower in the queue that can only be fulfilled by a specific item (i.e. item level holds), we'd try to 'reserve' this item in the matching process)

 
The proactive recall process will also match the sorted item list (in point 3) to the sorted list of pending hold requests to determine if it should attempt to recall items.
 
Additional notes:

  1. For item level holds only the specific item can fulfill the hold.

  2. For title-/edition-level holds where there are multiple items, WMS will look at the sorted order to match.

  3. An item is only allocated to a hold if it's possible for that item to fulfill that hold according to policy.

  4. For Groups, items are considered as eligible across all group members.

Additional information

 

Page ID

65099