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cat:marking_items_discard_weed [2019/01/14 23:30] – [Batch processing] ehardycat:marking_items_discard_weed [2019/01/15 20:13] (current) – [Deletion of items in discard/weed] ehardy
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 For items in hold statuses Ready for Pickup, Waiting for item, waiting for capture, or on holds shelf, can be marked discard/weed, the item is removed from the holds queue and the hold is retargeted. Items on another library’s hold shelf, ready for pickup at that library will need a permissions override. Action should be cancelled and marking discard/weed aborted until the item is back in the owning library. For items in hold statuses Ready for Pickup, Waiting for item, waiting for capture, or on holds shelf, can be marked discard/weed, the item is removed from the holds queue and the hold is retargeted. Items on another library’s hold shelf, ready for pickup at that library will need a permissions override. Action should be cancelled and marking discard/weed aborted until the item is back in the owning library.
  
-It is not always desirable to remove a hold before marking an item discard/weed since staff may have to manually place another hold on the same title. This action might have negative consequences for the place of the patron hold in the queue. If there are other items that can fill the hold on the same bibliographic record, in the process of marking it discard/weed, the item will be automatically removed from the queue and the hold retargeted.+While best practice is to resolve the status of items before marking discard/weed, it is not always desirable to remove a hold before marking an item discard/weed since staff may have to manually place another hold on the same title. This action might have negative consequences for the place of the patron hold in the queue. If there are other items that can fill the hold on the same bibliographic record, in the process of marking it discard/weed, the item will be automatically removed from the queue and the hold retargeted.
  
 If item to be marked discard/weed has pending holds that cannot be filled by other items attached to the same bibliographic record, the system will prompt staff with a warning/override that allows them to cancel or proceed marking item discard/weed. If staff elects to continue the process, the item is marked discard/weed by the ILS, cancelling the hold status and removing the item from the holds queue. Best practice is for staff to determine if there is another copy on the record to accept the hold. If not and the item needs to be marked discard/weed, either the hold should be transferred to another title or the patron informed that the hold cannot be filled. If item to be marked discard/weed has pending holds that cannot be filled by other items attached to the same bibliographic record, the system will prompt staff with a warning/override that allows them to cancel or proceed marking item discard/weed. If staff elects to continue the process, the item is marked discard/weed by the ILS, cancelling the hold status and removing the item from the holds queue. Best practice is for staff to determine if there is another copy on the record to accept the hold. If not and the item needs to be marked discard/weed, either the hold should be transferred to another title or the patron informed that the hold cannot be filled.
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 ==== Items in transit ==== ==== Items in transit ====
  
-If item to be marked discard/weed is in transit, staff receive a warning/override message that allows them to cancel or proceed marking item discard/weed. If staff elects to continue marking item, the transit is aborted by the ILS, triggering any related functions.+If item to be marked discard/weed is in transit, staff receive a warning/override message that allows them to cancel or proceed marking item discard/weed. If staff elects to continue marking item, the transit is aborted by the ILS, triggering any related functions. Best practice is to resolve in transit items before marking discard/weed.
  
 ==== Item in Lost, long overdue, or on order ==== ==== Item in Lost, long overdue, or on order ====
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 ===== Batch processing ===== ===== Batch processing =====
  
-Items can be marked discard/weed in batch in item status (F5). Staff can check all, or a subset of, the list and from the actions menu, mark them as discard/weed. Any item in those statuses potentially not suitable for discard/weed will trigger a error message that staff can either OK/Continue or Cancel.+Items can be marked discard/weed in batch in item status (F5). Staff can check all, or a subset of, the list and from the actions menu, mark them as discard/weed. Any item in those statuses potentially not suitable for discard/weed will trigger a error message that staff can either OK/Continue or Cancel. Best practice is to resolve statuses marking the item discard/weed.
  
-==== Deletion of items in discard/weed ====+===== Deletion of items in discard/weed =====
  
-Items can be deleted directly from discard/weed status by staff with appropriate permissions to delete items without further action. Catalogers should follow local practice for determining if OCLC holdings should be deleted. See {deleting holdings in OCLC} for more information.+Items can be deleted directly from discard/weed status by staff with appropriate permissions to delete items without further action. Catalogers should follow local practice for determining if OCLC holdings should be deleted. See [[cat:deleting_holdings_in_oclc|Deleting holdings in OCLC]] for more information.
  
cat/marking_items_discard_weed.1547508622.txt.gz · Last modified: 2019/01/14 23:30 by ehardy