The addition of the Service Queue and the transition to duplication service is a huge change to patron services. One thing that it will likely have a big impact on is how we serve Series.

In the new service model, Nightly Duplication functions are used to refill the Service Queue, similar to how Nightly Autoselect works now. Duplication Orders are constructed from this Queue (by pulling Titles in order from the top of the Queue) for use with the old PCC Cartridge Builder program, the Scribe unit, or Gutenberg Bespoke.

One of these functions is dedicated to serving Series. Like all nightly functions, the function is constrained by the nightly setup parameters. There are separate functions for the "old" nightly (termed Physical delivery method in the new setup), and the new Duplication delivery method, used for populating the Service Queue.

Read on or download the attached file for the details of how the Duplication - Series nightly function will work!

Duplication – Series Nightly Function

The Duplication - Series function checks the patron's Series Preferences and applies exclusions as specified in the function setup, and then starts adding the books to the Service Queue in series order until either:

• It reaches the end of that particular series list, or
• It reaches the Max Per Function specified in the function setup.

It is expected that the library-wide Max Per Function for the Duplication - Series function will be set high enough to allow most series to be added in full to the Queue, but low enough to keep lengthy series from completely dominating the queue. However, you can take whatever approach you think will best serve the majority of your patrons.

Determining the best Max Per Function for your library will likely take some trial and error; you can adjust it as needed until you find the right fit.

What about hard-to-serve patrons?

For patrons that strongly prefer to continue receiving their series one book at a time, or who want a whole series in a row no matter how long it is, a patron-specific Max Per Function can be specified. You will be able to set that patron’s Max Per Function to meet their specific needs without affecting service to your other patrons.

Note: As part of our adjustments to Nightly to allow Duplication service, you no longer have to specify every function for a patron if you only want to override one or two. You only need to create a patron-specific function for the ones to override. Other functions will still serve that patron using the library-wide settings.

What if a Series Preference has multiple Media types?

Prior to Version 7.7, KLAS has been able to serve a series in multiple Media. This was particularly helpful during the cassette to digital transition, when parts of a series may have been available on RC while later additions were in DB.

It was also possible to serve a series in both DB and BR based on which version is available when the prior book is returned—however, this approach is only possible when the different versions are equivalent. The increase in anthology cartridges from NLS (i.e. books 1-3 in a single DB) make this less and less viable.

Moreover, in the duplication service model it is expected that all titles in a series will always be available for duplication. Though there may be exceptions (titles that were never made available on BARD, but which may be acquired in other formats), they should be rare.

Our decision was to restrict series to either duplication or physical circulation—not both.

This will not require you to remove the other Media from existing Series Preferences or to add a new one!

When KLAS serves a series, it will now check to see if any of the Media listed have an associated Service Queue. This happens when the series is first created, when a previous title is checked in, or when a series is restarted.

Example: If a patron has a Series Preference for Patterson’s Alex Cross series in RC or DB media, KLAS will check to see if the patron has a Service Queue. When it finds a DB Service Queue, it will serve the series using the Duplication – Series function instead of physical circulation.

What will happen if I restart a series?

The Restart Series function will now clear the Has-Hads for all titles in the series but not take any other action. In other words, that series will be eligible to be added back into the Service Queue the next time it refills, but it will not be added to the Queue immediately.

This allows you several options:

• Letting the series go back into the Queue after the other titles already on the queue have been sent.
• Using the Fill button on the Service Queue tab to manually refill the Queue right away (according to the rules and maximums set up in Nightly Processing and on the patron’s Profile tab).
• Removing less wanted Titles from the Queue before refilling it, potentially allowing more of the series to be selected right away.
• Manually add a few Titles from the series to the Service Queue, bypassing the Patron’s reserves and requests if your Nightly usually checks for those before checking series.

Final note

As a reminder, while KLAS 7.7 is nearly complete, changes are still being made in response to field testing with the Scribe and internal testing with the Gutenberg.

As we gain experience with the duplication service model, everything is subject to further adjustment, refinement, and re-evaluation to serve you better.

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