User Tools

Site Tools


acq:onorder-holds

Differences

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

Link to this comparison view

Both sides previous revision Previous revision
Next revision
Previous revision
acq:onorder-holds [2019/07/15 14:19]
tlittle [Placing Holds]
acq:onorder-holds [2020/01/09 07:42] (current)
tlittle [Cataloging]
Line 1: Line 1:
 ====== On Order Holds ====== ====== On Order Holds ======
 +
 +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 ​copies are created using an ON ORDER shelving location with the parameters as: +Normally ​Acquisitions libraries ​set up their shelving locations to hide their Acq copies from the public. However, for libraries ​that __do__ use on-order holds, these copies need to be visible to the public as well as holdable. Therefore libraries using on order holds should modify their ON ORDER shelving locations to these parameters:
-  * OPAC Visible: No +
-  * Holdable: No +
-  * Checkin Alert: No +
- +
-For libraries ​not using on order holds, this hides their Acquisitions ​copies ​in the catalog ​from the public ​and keeps them as non-holdable. However, for libraries ​using on-order holds, these copies need to be visible to the public as well as holdable. Therefore libraries using on order holds should modify their ON ORDER shelving locations to these parameters:+
   * OPAC Visible: Yes   * OPAC Visible: Yes
   * Holdable: Yes   * Holdable: Yes
Line 21: Line 18:
 The settings around the "​on-order"​ circulation modifier are intended to limit holds on items with the "​on-order"​ circ mod to only a system'​s patrons. It is intended to work similarly to AV materials, where only patrons of the system are able to place holds on the items. Once the items are cataloged and use a circulation modifier such as book, audiobook, etc, they are protected as normal by age protection. The settings around the "​on-order"​ circulation modifier are intended to limit holds on items with the "​on-order"​ circ mod to only a system'​s patrons. It is intended to work similarly to AV materials, where only patrons of the system are able to place holds on the items. Once the items are cataloged and use a circulation modifier such as book, audiobook, etc, they are protected as normal by age protection.
 ===== 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.
 +
 +{{:​acq:​cataloging_workflow_inc_oo_holds2_.jpg?​direct|}}
 +
 +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.**
 +
 +{{:​acq:​pasted:​20191014-135505.png?​direct}}
 +
 +If you click **Mark For** again, you can confirm that you have the record marked because you will see //​(Currently [recordID]//​ next to both options. This number will match the Database ID that you can see in the Record Summary at the top of the record.
 +
 +{{:​acq:​pasted:​20191014-135656.png?​direct}}
 +
 +3. Return to your Acq record and select all your copies that you will be transferring.
 +<note tip>You can select multiple copies/​volumes by holding down the Ctrl button on your keyboard and clicking multiple rows. You'll see the ticky boxes to the left of the rows will all be selected.</​note>​
 +
 +4. Click the **Actions** button and choose **Transfer>​Volumes to Previously Marked Destination.**
 +
 +{{:​acq:​pasted:​20191014-140011.png?​direct}}
 +
 +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.
 +
 +{{:​acq:​pasted:​20191014-140138.png?​direct}}
 +
 +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**.
 +{{:​acq:​pasted:​20191014-140605.png?​direct}}
 +
 +9. The page will refresh and the holds will be gone.
  
 +10. Go back to the **Mark For** button and choose **Reset Record Marks**.
 +{{:​acq:​pasted:​20191014-140731.png?​direct}}
  
 +<note important>​**<​fc #​ff0000>​THIS IS A VERY IMPORTANT STEP!</​fc>​** If you neglect to do this step, it is very easy to have holds and/or items moved to the incorrect record because you did not clear which record was marked. Do this **every** time before you finish with a title.</​note>​
acq/onorder-holds.1563218371.txt.gz · Last modified: 2019/07/15 14:19 by tlittle