For KLAS-to-KLAS patron transfers, a patron’s reading history (HasHads or HHs) automatically transfer with the rest of the record. Thanks to PIMMS, more and more libraries will be able to automatically transfer records, even if one of the libraries uses WebReads or another system. Eventually, even BARD HHs will be automatically imported into the system right away.
In the meantime, however, at least some out-of-system patron transfers will come with a paper or .pdf list of HHs to enter manually, and BARD HHs are only created when the BARD Circulation Stats are manually uploaded. So: should you spend valuable staff time adding these HHs?
Here’s some information to help you make that choice:
How to do it
For transfer patrons: In the Patron Module, open the patron record in question, then press Alt + H on your keyboard or use the menu to select Functions > Items > Add Has Had.
In the Add Has Had window, you will be able to enter KLAS IDs exactly as you do in Quick Requests.
For BARD downloads: Use the Administration page in BARD to download the statistics for your branch for each month. You will need to save the .cscv files; do not open them, as this will re-format the information and keep it from loading properly.
In the Patron Module, use the menu to select Tools > Load BARD Circs. Browse to find the saved stats file, and either Load Now or select Load via Batch Manager. Depending on the size of the file, it may take a while to load.
For help addressing BARD load errors, once the batch has loaded, use Export – Load Errors and save the file. Send it to Ks7 and we will help you identify patron errors and load missing catalog records.
What does it affect?
Nightly Autoselect: For most libraries, the Nightly processes are set up not to re-send HasHads based on author or subject. Generally, your patrons should only receive books they have had before if they specifically request them.
Series: If a patron requests a series, KLAS will prompt you to ask whether HHs in that series should be sent again or if they patron wants to pick up right where they’ve left off previously. If the HHs are on file, it puts this choice right in the patron’s hands (or in the hands of the contact person or RA helping them). If they were never added, the patron will receive “repeat” books whether they wanted them or not.
Book Search: When RAs use Book Search, the results page lists any exclusions the patron has against that title, including HHs. Again, having this information on-screen empowers your RAs and your Patrons.
Request List: If a patron downloads a title from BARD after it was added to their request list, KLAS will automatically remove the request or reserve. This is great for patrons who request a book, then change their minds and download it instead, or for patron who have a series preference, but download the latest book before your library gets a hardcopy.
The Bottom Line
HasHads are an important part of the Patron record and having an accurate history for a patron improves service.
It does take time to enter this information, especially if you are far behind on your BARD stats or if a patron comes in with an extensive reading history. That said, having full and accurate HasHad records improves automatic picks, provides valuable information to your RAs, and helps answer patron questions (What was that book I read three years ago? I think the love interest was a doctor. . . )
So, chime in: Do you enter all of your HasHads? What about just recent HasHads, that are otherwise more likely to be assigned by Nightly?
Has leaving them off ever caused trouble for you?
Head over to the Entering HasHads forum thread and let us know!