HomeNC Cardinal Cataloging Best Practice StandardsItem CatalogingNew Copies and Holds

2.6. New Copies and Holds

Because of the way Evergreen targets holds, new copies are not guaranteed to fulfill pre-existing holds up to 24 hours after cataloguing.

 

If your cataloging turn-around time is shorter than 24 hours you can ensure the new copy is captured correctly at check in by checking in the item using the check in modifier Retarget Local Holds:


If you need to manually retarget the item to capture for a hold:

  1. After adding the item, select Actions for this Record. Then click on View Holds from the Holdings Maintenance window.
  2. If there are outstanding hold requests, select the hold from a patron in your system that is next in line, then choose Actions for Selected Holds. Click on Find Another Target. This forces Evergreen to re-target the hold and recognize the newly cataloged item.
  3. Check in the new item to capture it for the selected hold.
  4. From the View Holds screen, select your library as the default pickup and highlight the hold at the bottom of the list.
  5. Click Actions for this Record.
  6. Choose Mark as Title Hold Transfer Destination from the drop-down list. Click OK.
  7. Click Actions for Selected Holds. Choose Transfer to Marked Title from the drop down list.
  8. Choose Capture Hold or Check- in to capture the hold and make the item available for a patron.


NOTE: If no action is taken to retarget a new item for holds, the item should appear on the pull-list for holds requests within about 24 hours.


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