HomeCirculation in Evergreen 3.1Holds ManagementHolds Levels

10.1. Holds Levels

Holds can be placed by staff in the Staff Client and by patrons in the OPAC. In this chapter we demonstrate placing holds in the Staff Client

Evergreen has different levels of holds. Library staff can place holds at all levels, while patrons can only place title-level holds, and parts-level holds. The chart below summarizes the levels of holds.

Hold level

Abbreviation

When to use

How to use

Who can use

Hold tied to

Metarecord M Patron wants first available copy of multiple formats Staff or patron first select the Group Formats and Editions checkbox, then click on Place Hold next to title.
Patron or staff
Holdings attached to multiple MARC (title) records  

Title

T

Patron wants first available copy of a title

Staff or patron click on Place Hold next to title.

Patron or staff

Holdings attached to a single MARC (title) record

Parts

P

Patron wants a particular part of title (e.g. volume or disk number)

Staff or patron selects part on the create/edit hold screen when setting holds notification options.

Patron or staff

Holdings with identical parts attached to a single MARC (title) record

Volume

V

Patron or staff want any title associated with a particular call number

In the staff client, click on Volume Hold under Holdable?

Staff only

Holdings attached to a single call number (volume)

Copy

C

Patron or staff want a specific copy of an item

In the staff client, click on Copy Hold under Holdable?

Staff only

A specific copy (barcode)



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