acq:onorder-holds
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acq:onorder-holds [2020/06/15 15:43] – tlittle | acq:onorder-holds [2024/03/01 15:37] (current) – tlittle | ||
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* Holds in PINES expire after 180 days of being unfilled. Therefore, libraries using on-order holds should be aware of how far in advance they order items. If they order items 3 months before release date and the patron places a hold shortly after the order date, that may leave the patron less than 3 months for the item to (1) arrive from the vendor, (2) be cataloged, and (3) go through the circulation time limits of any patrons who placed holds ahead of them. In this circumstance, | * Holds in PINES expire after 180 days of being unfilled. Therefore, libraries using on-order holds should be aware of how far in advance they order items. If they order items 3 months before release date and the patron places a hold shortly after the order date, that may leave the patron less than 3 months for the item to (1) arrive from the vendor, (2) be cataloged, and (3) go through the circulation time limits of any patrons who placed holds ahead of them. In this circumstance, | ||
- | * If a library uses vendor cataloging, vendor catalogers cannot move patron hold requests. Moving hold requests between records is an integral part of cataloging on-order copies. There is a process for moving hold requests in-house, but it requires 2 daily reports being run. This is a standardized process, but libraries just need to be aware that this would be a staff requirement. | + | * If a library uses vendor cataloging, vendor catalogers cannot move patron hold requests. Moving hold requests between records is an integral part of cataloging on-order copies. There is a process for moving hold requests in-house, but it requires 2 daily reports being run. This is a standardized process, but libraries just need to be aware that this would be a staff requirement. |
===== Settings ===== | ===== Settings ===== | ||
==== Shelving Locations ==== | ==== Shelving Locations ==== | ||
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==== Circulation Modifier ==== | ==== Circulation Modifier ==== | ||
- | Libraries using on order holds must use the circulation modifier | + | Libraries using on-order holds must use a specific |
+ | If you normally use 3 month age protection when cataloging, use the **on-order3** circulation modifier. | ||
- | ===== Placing Holds ===== | + | If you normally use 6 month age protection when cataloging, use the **on-order** circulation modifier. |
- | The settings around | + | |
+ | Once the items are cataloged, 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 | + | 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 |
- | {{:acq:cataloging_workflow_inc_oo_holds2_.jpg?direct|}} | + | {{:acq:cataloging_workflow_including_oo_holds_1_.png?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.** | + | 1. Find the record that your Acq copies are currently on. |
+ | |||
+ | 2. 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. | ||
+ | |||
+ | 3. In your target OCLC record, click the button for **Mark For** and select both **Title Hold Transfer** and **Holdings Transfer.** | ||
{{: | {{: | ||
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{{: | {{: | ||
- | 3. Return | + | . Go to the **View Holds** tab on the acq record |
- | <note tip>You can select multiple copies/ | + | |
- | 4. Click the **Actions** button and choose **Transfer> | + | {{: |
- | {{: | + | 4. If there are any holds on the record for your system, they will populate in the grid below. Select all of the holds. |
- | 5. Your page should refresh, and the volumes should be gone. | + | <note warning> |
- | ==== Moving On-Order Holds ==== | + | {{: |
- | 6. Go to the **View Holds** tab on the record | + | 5. Click the **Actions** button or right-click |
- | {{: | + | {{: |
- | 7. If there are any holds on the record | + | 6. The page will refresh and the holds will be gone. |
+ | |||
+ | |||
+ | 7. Click the tab for **Holdings View** on your Acq record and select all your copies that you will be transferring. | ||
+ | <note tip>You can select multiple copies/ | ||
+ | |||
+ | 8. Click the **Actions** button and choose **Transfer> | ||
+ | |||
+ | {{: | ||
- | 8. Click the **Actions** button and choose **Transfer to Marked Title**. | + | 9. Your page should refresh, and the volumes should be gone. |
- | {{: | + | |
- | 9. The page will refresh | + | 10. If you have your destination OCLC record open in another tab, refresh the tab and you'll see your volumes are now there. |
- | 10. Go back to the **Mark For** button and choose **Reset Record Marks**. | + | 11. Go back to the **Mark For** button and choose **Reset Record Marks**. |
- | {{: | + | {{: |
- | <note important> | + | <note important> |
===== Using Vendor Cataloging ===== | ===== Using Vendor Cataloging ===== | ||
acq/onorder-holds.1592235801.txt.gz · Last modified: 2020/06/15 15:43 by tlittle