circ:holds
Differences
This shows you the differences between two versions of the page.
Both sides previous revisionPrevious revisionNext revision | Previous revision | ||
circ:holds [2019/09/24 18:57] – [Processing Holds] tmccanna | circ:holds [2024/02/18 16:50] (current) – [Pulling Holds] 3.12 updates smorrison | ||
---|---|---|---|
Line 1: | Line 1: | ||
====== Holds ====== | ====== Holds ====== | ||
- | PINES patrons may place holds on books owned by any PINES library, as well as on certain additional types of materials | + | PINES patrons may place holds on most books and audiovisual materials |
- | Materials will retain the same circulation period regardless | + | //Note: Prior to March 1, 2022, holds on audiovisual materials were restricted to pickup at their owning library systems. [2021.12]// |
+ | |||
+ | Circulation periods and allowed renewals are standardized across PINES libraries, but some types of materials have several different circulation options which are set by their owning libraries (see the [[cat: | ||
The vision of the PINES statewide library card included as a key component the ability for patrons to see and borrow library materials from all participating public libraries in the state. | The vision of the PINES statewide library card included as a key component the ability for patrons to see and borrow library materials from all participating public libraries in the state. | ||
- | Staff must never give preference to one patron over another regarding holds. | + | Staff must never give preference to one patron over another regarding holds. |
+ | |||
+ | ==== Hold Types or Levels ==== | ||
+ | |||
+ | |||
+ | There are five levels or types of holds that can be placed in Evergreen. Library staff can place holds at all levels. Patrons can place title, metaholds, or part level holds. Only staff can place item/copy and call number/ | ||
+ | |||
+ | |||
+ | === Title level holds (T) === | ||
+ | |||
+ | Designated by a T, title holds are placed on a single title/ | ||
+ | |||
+ | === Part level holds (P) === | ||
+ | |||
+ | Designated by a P, part level holds are placed when a specific volume or part of a multi-part work is needed. Parts are chosen at the time the hold is placed from a dropdown menu and apply to any volume or call number from any library with the same part label attached to the title record. Part level holds can be placed by either patron or library staff from either the staff catalog or patron OPAC. | ||
+ | |||
+ | === Item/Copy level holds (C) === | ||
+ | |||
+ | Designated by a C, Item/copy level holds are placed on a specific item on a bibliographic record and can only be filled by that specific item. Item/Copy holds should only be used by catalogers when they need to resolve a cataloging problem. Item level holds placed for patrons can negatively impact hold fulfillment and should not be used for patron holds. Item level holds can only be placed by library staff from the staff catalog. | ||
+ | |||
+ | === Call Number/ | ||
+ | |||
+ | Designated by a V, call number/ | ||
+ | |||
+ | === Metarecord holds (M) === | ||
+ | |||
+ | Designated by an M, metaholds are used when a patron will accept the first available copy of any format of a title, or any language available for a title. Placing a metahold groups titles together for hold availability using a machine-based algorithm that identifies like titles. Holds are not placed on all records in the group; but, will be fulfilled with the first available copy on one of the grouped records. At hold placement, patrons or staff can choose format and/or language under advanced options. Metaholds can be for all formats for the grouped records, only book formats (regular or large print) or editions, only sound recording formats, or only visual material formats. Metaholds can be placed by patron or library staff from either the staff catalog or patron OPAC. | ||
===== Placing Holds ===== | ===== Placing Holds ===== | ||
- | * Patrons may place their own holds via the OPAC, and may select their pickup location and notification method. The software will refuse holds requests which do not conform to PINES policies. | + | * Patrons may place their own holds via the OPAC, and may select their pickup location and notification method. The software will refuse holds requests which do not conform to PINES policies. |
* Patrons whose PINES cards are expired will not be allowed to place holds until the card privilege is renewed. | * Patrons whose PINES cards are expired will not be allowed to place holds until the card privilege is renewed. | ||
* Most patrons may place 50 holds at any given time on their account [2006.11]. Certain user categories are restricted to different number of holds limits. | * Most patrons may place 50 holds at any given time on their account [2006.11]. Certain user categories are restricted to different number of holds limits. | ||
Line 19: | Line 47: | ||
===== Pulling Holds ===== | ===== Pulling Holds ===== | ||
- | An automated process (the Holds Targeter) runs periodically | + | An automated process (the holds targeter) runs periodically and identifies copies of items at PINES libraries that can fulfill holds. |
- | Each weekday (M-F) morning, each PINES library location will print a report (the Pull List) of items on their shelves which have hold requests | + | Each weekday (M-F) morning, each PINES library location will print a report (the Holds Pull List) of items on their shelves which have hold requests. To access the **Holds Pull List**, you can either click the link at the bottom of the **Circulation and Patrons** section on the main staff client splash page, or go to **Circulation > Pull List for Hold Requests**. |
- | If an item should be on the shelf but cannot be found, mark the item Missing (Circulation > Item Status > Scan Barcode > Actions > Mark Item as Missing). | + | As of the 3.12 upgrade, there are three ways you can filter the pull list: circulation |
- | If you receive an inappropriate holds request on your list (for an item type that is not eligible for intra-PINES loans), contact the requesting library via e-mail or telephone and ask them to remove the hold. | + | {{: |
+ | |||
+ | The **Circulation Library** filter (designated by "View Pull List For") will default to your workstation. You can change the library location by clicking in the field and choosing an option from the dropdown menu. The **Pickup Library** filter works the same as the circulating library filter. To remove the Pickup Library filter, click **Clear** next to the Pickup Library field. | ||
+ | |||
+ | To add **Shelving Location** filters: | ||
+ | - Click anywhere in the **Shelving Location** box to bring up the filter pop-up window. | ||
+ | - Make sure **Shelving Locations** is selected (this is the default), click in the **Shelving Locations** box, and click on the shelving location in the dropdown. You can add multiple shelving locations by opening the dropdown and clicking on the shelving location name.\\ {{: | ||
+ | - Once you have chosen the necessary shelving locations, you can remove any individually by clicking the **X** next to the shelving location name, or you can click **Remove All** to clear all selections at one time.\\ {{: | ||
+ | - Once you have chosen which shelving locations you’d like to filter by, click **Apply**.\\ {{: | ||
+ | - To clear shelving locations filters, click on the filter to delete them individually (step 3 above), or click **Clear** next to the filter on the main page.\\ {{: | ||
+ | - A pop-up will appear asking if you’d like to clear the shelving location filter(s). Click **Confirm**.\\ {{: | ||
+ | |||
+ | Once you’ve selected your filters, you can print the list by clicking **Print Full List**. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | The items on this list should be retrieved from the shelves and processed within 24 hours. | ||
+ | |||
+ | If an item should be on the shelf but cannot be found, mark the item Missing (Circulation > Item Status > Scan Barcode > Actions > Mark Item as Missing). This will direct the holds targeter to look for a different copy of the item within PINES. It will also allow you to generate a report of missing items in your library. | ||
+ | |||
+ | If you receive an inappropriate holds request on your list (for an item type that is not eligible for intra-PINES loans), contact the requesting library via e-mail or telephone and ask them to remove the hold. Please DO NOT ignore such holds, as they will continue to appear on your list each day until they are resolved. | ||
Libraries may choose to pull and process holds more than once per day if desired, and may also choose to pull and process holds on weekend days if desired. | Libraries may choose to pull and process holds more than once per day if desired, and may also choose to pull and process holds on weekend days if desired. | ||
Line 42: | Line 90: | ||
* Holds that are not processed within 24 hours will be re-targeted to another library if possible. | * Holds that are not processed within 24 hours will be re-targeted to another library if possible. | ||
- | * A database | + | * A spreadsheet |
* Items should be placed in a green PINES courier bag with the courier code and library policy name in clearly showing through the window of the bag. Multiple items may be placed in a green bag, but all items within a bag must be destined for a single library branch (ie, an item going to ARL-ATH and an item going to ARL-BOG must be packaged in separate bags). | * Items should be placed in a green PINES courier bag with the courier code and library policy name in clearly showing through the window of the bag. Multiple items may be placed in a green bag, but all items within a bag must be destined for a single library branch (ie, an item going to ARL-ATH and an item going to ARL-BOG must be packaged in separate bags). | ||
* Holds notices will be emailed within an hour of when the item is available for those patrons who have email addresses in their user records and who have chosen to be notified by email. | * Holds notices will be emailed within an hour of when the item is available for those patrons who have email addresses in their user records and who have chosen to be notified by email. | ||
Line 56: | Line 104: | ||
**Identify the holds which should be placed back into circulation.** | **Identify the holds which should be placed back into circulation.** | ||
- | - View the holds shelf (Circulation > Holds Shelf). The list you see should match the books that are actually present on your holds shelf. | + | |
- | - Determine which items should be pulled off of the holds shelf. | + | 1) Go to **Circulation > Holds Shelf**. The list you see should match the books that are actually present on your holds shelf. |
- | * If you check the View Clearable Holds box, it will show you which items have been on the holds shelf for more than 7 days. | + | |
+ | 2) Make sure the Status and Shelf Expire Time columns are showing and that 100 rows are showing. (If you are setting this up for the first time, be sure to also click Save Columns so that you won't need to do it again. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | 3) Click on the **Status** column header to sort the **Canceled** holds to the top of the page. Locate those items on the Holds Shelf (or in the stacks if they' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | 4) Click on the **Shelf Expire Time** header to sort the oldest expired | ||
+ | |||
+ | {{: | ||
+ | * If you click the Show Clearable Holds box, it will show you which items have been on the holds shelf for more than 7 days. | ||
* The Available On column displays the date that the item was actually placed on the holds shelf. | * The Available On column displays the date that the item was actually placed on the holds shelf. | ||
* Each library system may determine how many days to allow their own items to remain on the holds shelf. However, items belonging to a different library system should not be held for more than 7 days. | * Each library system may determine how many days to allow their own items to remain on the holds shelf. However, items belonging to a different library system should not be held for more than 7 days. | ||
- | - Scan the items in the Checkin interface using the ‘Clear Holds Shelf’ Checkin Modifier (see [[https:// | ||
- | * If you have checked the View Clearable Holds box and you press the Clear These Holds button, the current holds for the listed items are all cancelled at once, but their item status will still read 'On holds shelf' until you check the items in. If you use this method, you do not need to use the 'Clear Holds Shelf' Checkin Modifier, you can just check the books in as normal. | ||
- | * If you use the 'Clear Holds Shelf' Checkin Modifier, be sure to disable the modifier before checking in other books. (On the Check In screen, press the Checkin Modifiers button on the bottom-right of the screen and select Clear Holds Shelf to remove the checkmark.) | ||
+ | 5) Locate each of those items and scan the items in the **Check In** and enable the **Clear Holds Shelf** checkin modifier (see [[https:// | ||
+ | {{: | ||
+ | 6) Check each of the items in. | ||
+ | < | ||
+ | |||
+ | If you have checked the Show Clearable Holds box and you press the Clear These Holds button, the current holds for the listed items are all canceled at once, but their item status will still read 'On holds shelf' until you check the items in. If you use this method, you do not need to use the 'Clear Holds Shelf' Checkin Modifier, you can just check the books in as normal. | ||
===== Checking in Returned Holds ===== | ===== Checking in Returned Holds ===== | ||
Line 92: | Line 155: | ||
===== Holds Behind Circ Desk ===== | ===== Holds Behind Circ Desk ===== | ||
- | A library may choose to have the holds shelf located in a staff-only area or in a public area where patrons can retrieve their own holds. Libraries that have public holds shelves can offer patrons the ability to request that their holds are placed in a private area. To make use of this feature, the library should set the “Behind Desk Pickup Supported” option to “true” in the Library Settings Editor. This will display a “Hold is behind Circ Desk” option on the patron information screen. Hold slips for these patrons will print with the notation “PRIVATE HOLDS SHELF” and all other hold slips will print with the notation “PUBLIC HOLDS SHELF” [2014.05]. | + | A library may choose to have the holds shelf located in a staff-only area or in a public area where patrons can retrieve their own holds. Libraries that have public holds shelves can offer patrons the ability to request that their holds are placed in a private area. To make use of this feature, the library should set the “Behind Desk Pickup Supported” option to “true” in the Library Settings Editor. This will display a “Hold is behind Circ Desk” option on the patron information screen. Hold slips for these patrons will print with the notation “Private Holds Shelf” and all other hold slips will print with the notation “Public Holds Shelf” [2014.05]. |
- | + | ||
- | ===== Restricted Holds on Age-Protected Items and Audio-Visual Materials ===== | + | |
- | + | ||
- | Audio-visual items and age-protected items are only available for holds by patrons registered to the owning library/ | + | |
- | ==== A-V Items and Other Restricted Items ==== | + | ===== Hold Restrictions ===== |
- | Under normal circumstance, | + | Select categories of items (defined by [[cat: |
- | * Audiobooks | + | ==== Restrictions by Circulation Modifier ==== |
- | * CDs | + | |
- | * Deposit (monetary) | + | |
- | * DVDs | + | |
- | * Bestsellers | + | |
- | * Equipment | + | |
- | * Leased Materials | + | |
- | * Microforms | + | |
- | * New Books | + | |
- | * Outreach | + | |
- | * Reference | + | |
- | * Reserve | + | |
- | * Software | + | |
- | * Toy | + | |
- | * Videocassettes | + | |
- | * Video Games | + | |
- | Items of these types may be placed on hold only within regional library | + | PINES policy enforces hold restrictions on categories |
- | For other item types, a title-level hold will find the first available copy of the title in PINES to fill the hold. The Holds report will first look for an available copy in the patron’s | + | //Note: Prior to March 1, 2022, holds on audiovisual materials were restricted |
- | The Executive Committee has approved | + | For a complete description |
==== Age Protection ==== | ==== Age Protection ==== | ||
Line 135: | Line 179: | ||
* If age protect is set to None, then no age protection occurs and the holds can be placed on the item from any PINES location. | * If age protect is set to None, then no age protection occurs and the holds can be placed on the item from any PINES location. | ||
+ | <note important> | ||
===== Book Club Holds ===== | ===== Book Club Holds ===== | ||
circ/holds.txt · Last modified: 2024/02/18 16:50 by smorrison