acq:onorder-holds
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acq:onorder-holds [2019/07/15 19:19] – [Placing Holds] tlittle | acq:onorder-holds [2020/01/09 13:42] – [Cataloging] tlittle | ||
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====== On Order Holds ====== | ====== On Order Holds ====== | ||
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+ | All Acquisitions libraries are allowed to use on-order holds. However, because the workflows change slightly when using on-order holds and some settings change, any Acquisitions library wishing to use on-order holds must notify the PINES Acquisitions Specialist first. | ||
===== Settings ===== | ===== Settings ===== | ||
==== Shelving Locations ==== | ==== Shelving Locations ==== | ||
- | All Acquisitions | + | Normally |
- | * OPAC Visible: No | + | |
- | * Holdable: No | + | |
- | * Checkin Alert: No | + | |
- | + | ||
- | For libraries | + | |
* OPAC Visible: Yes | * OPAC Visible: Yes | ||
* Holdable: Yes | * Holdable: Yes | ||
Line 21: | Line 18: | ||
The settings around the " | The settings around the " | ||
===== Cataloging ===== | ===== Cataloging ===== | ||
+ | Cataloging when a library uses on-order holds is fairly similar to cataloging with Acquisitions __without__ on order holds. The only difference is that catalogers should also move any title-level holds to a matching record when they move their copies. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | 1. Locate a good OCLC record that matches your item in hand. If it does not already exist in PINES, import the record via Z39.50. | ||
+ | |||
+ | 2. In your target OCLC record, click the button for **Mark For** and select both **Title Hold Transfer** and **Holdings Transfer.** | ||
+ | |||
+ | {{: | ||
+ | |||
+ | If you click **Mark For** again, you can confirm that you have the record marked because you will see // | ||
+ | |||
+ | {{: | ||
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+ | 3. Return to your Acq record and select all your copies that you will be transferring. | ||
+ | <note tip>You can select multiple copies/ | ||
+ | |||
+ | 4. Click the **Actions** button and choose **Transfer> | ||
+ | |||
+ | {{: | ||
+ | |||
+ | 5. Your page should refresh, and the volumes should be gone. | ||
+ | |||
+ | 6. Go to the **View Holds** tab on the record and change the Pickup Library selector to your context org unit. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | 7. If there are any holds on the record for your system, they will populate in the grid below. Select all of the holds. | ||
+ | |||
+ | 8. Click the **Actions** button and choose **Transfer to Marked Title**. | ||
+ | {{: | ||
+ | |||
+ | 9. The page will refresh and the holds will be gone. | ||
+ | 10. Go back to the **Mark For** button and choose **Reset Record Marks**. | ||
+ | {{: | ||
+ | <note important> |
acq/onorder-holds.txt · Last modified: 2024/03/01 15:37 by tlittle