Item Resolution

Overview

The primary driver in determining item resolution is speed of delivery.

Factors used to determine item resolution are:

• Circulation status

• Loans

• Holds

• Geographic proximity

Rules

• On-shelf ranks above loans, ranks above holds 

• When all items are loaned, the item due soonest is selected 

• When all items have holds, the item with the least number of holds is selected 

• When all item resolution determinants are equal (e.g. all items on-shelf) and geographic proximity is enabled and preferred suppliers are not enabled, use  geographic proximity to determine the item for resolution 

• When preferred suppliers are also enabled, use a preferred supplier from the same group. 

• If more than one supplier in the same group, use geographic proximity OR load balancing to make the selection 

Other rules:

• Automated load balancing is optional on a per-library basis. (more details to flesh out here) 

• Preferred groups is optional on a per-library basis. 

• A library can only belong to a single preferred group.

Cases

• Case 1:

• Case 2:

• Case 3:

• Case 4:

• Case 5:

• Case 6:

• Case 7:

• Case 8:

Hard Filters

• [DISPLAYABLE]

  • Display Suppression

  • Deleted items

  • Per library suppression rules

  • Shelving location

Rules Ordering

1. Item is available (on shelf)

2. Item is currently loaned

   1. due soonest

3. Item has holds

   1. fewest holds

4. Geographic

Selectable Pool Filtering

• Item is from borrowing library’s preferred supplier group

• Supplier has cancelled

Manual Selection

• ignores ranking vs selectable criteria