PINES Documentation

User Tools

Site Tools

You are here: home » circ » hopeless-holds
circ:hopeless-holds

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision		Previous revision
circ:hopeless-holds [2021/07/08 22:08] – tmccannacirc:hopeless-holds [2021/07/08 22:34] (current) – [How to Transfer Holds to Better Records] tmccanna
Line 13: Line 13:
 Please note that the Hopeless Holds list will not capture //all// holds that go unfilled in all scenarios. For example, in the example scenario above, if library staff did not mark the item missing when they couldn't find it, the hold would not appear on the Hopeless Holds list. Libraries may wish to use the PINES Quick Report for "Unfilled Holds (Not Captured)" to identify that type of issue. Please note that the Hopeless Holds list will not capture //all// holds that go unfilled in all scenarios. For example, in the example scenario above, if library staff did not mark the item missing when they couldn't find it, the hold would not appear on the Hopeless Holds list. Libraries may wish to use the PINES Quick Report for "Unfilled Holds (Not Captured)" to identify that type of issue.
  
-==== How to Identify Hopeless Holds ====+===== How to Identify Hopeless Holds =====
  
 Open the Local Admin menu and click on “Hopeless Holds”. This is a list of holds that cannot be filled due to the status of the items on the record. The patron will not get these items unless the hold is moved to a better bib (ie, title) record. Open the Local Admin menu and click on “Hopeless Holds”. This is a list of holds that cannot be filled due to the status of the items on the record. The patron will not get these items unless the hold is moved to a better bib (ie, title) record.
Line 19: Line 19:
 {{circ:image_1.png}} {{circ:image_1.png}}
  
-==== How to Transfer Holds to Better Records ====+===== How to Transfer Holds to Better Records =====
  
-Open the catalog in a new tab and do a search for the title of the hopeless hold. If possible locate a different bib record with available copies for the hold. +1. Open the catalog in a new tab and do a search for the title of the hopeless hold. If possible locate a different bib record with available copies for the hold. 
  
 {{circ:image_2.png}} {{circ:image_2.png}}
Line 27: Line 27:
 In this example, the hopeless hold is on record number 1. Record number 2 has a copy that is available, so it will be a better record for the hold.  In this example, the hopeless hold is on record number 1. Record number 2 has a copy that is available, so it will be a better record for the hold. 
  
-Open record 2 and go to the “Mark For” menu or right click to see the menu.+<note important>When comparing title records, be sure to check that the one you select for transferring is as close to the original record as possible. For instance, you wouldn't want to transfer a hold that was on a DVD record to a print record, or to transfer to similar title by a different author. </note> 
 + 
 +2. Open record 2 and go to the “Mark For” menu or right click to see the menu.
  
 {{circ:image_3.png}} {{circ:image_3.png}}
  
-Click on “Reset Record Marks” before doing anything else. <note important>This is a very important step to be sure the hold transfers to the correct record.</note>+3. Click on “Reset Record Marks” before doing anything else. <note important>This is a very important step to be sure the hold transfers to the correct record.</note>
  
-Next click on “Title Hold Transfer”.+4. Next click on “Title Hold Transfer”.
  
 {{circ:image_4.png}} {{circ:image_4.png}}
Line 41: Line 43:
 {{circ:image_5.png}} {{circ:image_5.png}}
  
-Return to the hopeless holds list. Select the line for the title needing to be transferred to the current hold transfer target. Go to the actions menu or right click to view the menu options. Select “Transfer to Marked Title”.+5. Return to the tab showing the hopeless holds list. Select the line for the title needing to be transferred to the current hold transfer target. Go to the actions menu or right click to view the menu options. Select “Transfer to Marked Title”.
  
 {{circ:image_6.png}} {{circ:image_6.png}}
Line 49: Line 51:
 {{circ:image_7.png}} {{circ:image_7.png}}
  
-Click on “Transfer."+6. Click on “Transfer."
  
 A small box will appear in the lower right corner of the screen confirming the hold has been transferred. A small box will appear in the lower right corner of the screen confirming the hold has been transferred.
Line 55: Line 57:
 {{circ:image_8.png}} {{circ:image_8.png}}
  
-When all holds have been transferred, open any record in the catalog and reset the record marks. This will help prevent holds being transferred to the wrong record in error the next time a hold is transferred. +7. Repeat these steps to continue transferring holds to records that have available copies for the hopeless holds. 
 + 
 +8. When all holds have been transferred, open any record in the catalog and reset the record marks. This will help prevent holds being transferred to the wrong record in error the next time a hold is transferred. 
  
 {{circ:image_9.png}} {{circ:image_9.png}}
  
-Repeat these steps to continue transferring holds to records that have available copies for the hopeless holds.+<note>You may encounter holds that do not have any other suitable record for transferring. Those titles could be considered for collection development purposes, or the holds could simply be left alone to naturally expire.</note> 
  
  
circ/hopeless-holds.1625782110.txt.gz · Last modified: 2021/07/08 22:08 by tmccanna