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Holds Management in Evergreen

This book covers topics related to holds management, including types of holds, placing holds, dealing with hopeless holds, managing the pull list, clearing the hold shelf, and more.
  • 1. Hold Fulfillment in NC Cardinal
    • 1.1. Hold Fulfillment in NC Cardinal
    • 1.2. Hold Policies
    • 1.3. Age Hold Protection
    • 1.4. Holds and Resource Sharing
    • 1.5. Opportunistic Capture
    • 1.6. Hopeless Holds
    • 1.7. Queue position
  • 2. Types of Holds
    • 2.1. Holds Levels
    • 2.2. Title Level Holds
    • 2.3. Volume and Copy Level Holds
    • 2.4. Holds using Monograph Parts
    • 2.5. Metarecord Search and Holds
  • 3. Placing Holds
    • 3.1. Placing Holds in Patron Records
    • 3.2. Patron Search from Place Hold
    • 3.3. Placing Holds from Baskets
    • 3.4. Hold Groups
    • 3.5. Multiple Holds
    • 3.6. Placing Holds from the OPAC
  • 4. Making Changes to Existing Holds
    • 4.1. Editing Holds in the Title Record
    • 4.2. Editing Holds in the Patron Account
    • 4.3. Transferring Holds
    • 4.4. Cancelling Holds
    • 4.5. Hold Details
  • 5. Pulling and Capturing Holds
    • 5.1. The Pull List
    • 5.2. Capturing Holds
    • 5.3. Retargeting Holds

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