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acq:onorder-holds [2020/06/15 15:44] tlittleacq:onorder-holds [2024/03/01 15:37] (current) tlittle
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 ==== Circulation Modifier ==== ==== Circulation Modifier ====
-Libraries using on order holds must use the circulation modifier "on-order" when they are updating line items in Acquisitions. That way when the Acquisitions copies are created automaticallythey will have the on-order circulation modifierThe copy retains this circ mod until it is in hand and cataloged.+Libraries using on-order holds must use a specific circulation modifier when they are updating line items in Acquisitions. These circulation modifiers are intended to mimic age protectionso that patrons will get consistent behavior when placing holds. That is, if you normally use 3 month age protection, only branch patrons will be able to place on-order holds on their branch's itemsIf you normally use 6 month age protection, system patrons will be able to place on-order holds.
  
 +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 the "on-ordercirculation 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.+ 
 +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 when they move their copies.+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 **before** they move their copies.
  
-{{: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.**
  
 {{:acq:pasted:20191014-135505.png?direct}} {{:acq:pasted:20191014-135505.png?direct}}
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 {{:acq:pasted:20191014-135656.png?direct}} {{:acq:pasted:20191014-135656.png?direct}}
  
-3Return to your Acq record and select all your copies that you will be transferring. +Go to the **View Holds** tab on the acq record and change the Pickup Library selector to your context org unit.
-<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>+
  
-4Click the **Actions** button and choose **Transfer>Volumes to Previously Marked Destination.**+{{:acq:pasted:20210303-083114.png?direct}}
  
-{{:acq:pasted:20191014-140011.png?direct}}+4. If there are any holds on the record for your system, they will populate in the grid below. Select all of the holds.
  
-5Your page should refresh, and the volumes should be gone.+<note warning>There is currently a bug where only the line number will show in this grid if there are holdsMake sure to add at least one column from the column picker so you can see the holds.\\ {{:acq:pasted:20210303-083335.png?direct&300}}</note>
  
-==== Moving On-Order Holds ====+{{:acq:pasted:20210303-083546.png?direct&400}}
  
  
-6Go to the **View Holds** tab on the record and change the Pickup Library selector to your context org unit.+5Click the **Actions** button or right-click on one of the lines and choose **Transfer to Marked Title**.
  
-{{:acq:pasted:20191014-140138.png?direct}}+{{:acq:pasted:20210303-083839.png?direct&200}}
  
-7If there are any holds on the record for your system, they will populate in the grid belowSelect all of the holds.+6The 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/volumes by holding down the Ctrl button on your keyboard and clicking multiple rowsYou'll see the ticky boxes to the left of the rows will all be selected.</note> 
 + 
 +8. Click the **Actions** button and choose **Transfer>Volumes to Previously Marked Destination.** 
 + 
 +{{:acq:pasted:20191014-140011.png?direct}}
  
-8Click the **Actions** button and choose **Transfer to Marked Title**. +9Your page should refresh, and the volumes should be gone.
-{{:acq:pasted:20191014-140605.png?direct}}+
  
-9The page will refresh and the holds will be gone.+10If 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**. 
-{{:acq:pasted:20191014-140731.png?direct}}+{{:acq:pasted:20210303-083948.png?direct&400}}
  
-<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>+<note important>**<color #ff0000>THIS IS A VERY IMPORTANT STEP!</color>** 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>
  
 ===== Using Vendor Cataloging ===== ===== Using Vendor Cataloging =====
  
acq/onorder-holds.1592235862.txt.gz · Last modified: 2020/06/15 15:44 by tlittle