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7.2. Hopeless Holds Video and Instructions

Here are instructions for using the Hopeless Holds reports created by Lise Keppler (Forsyth) who presented in the webinar.

This process generates a list of holds on bibliographic records that no longer have any viable copies, built using two Evergreen reports combined in MS Excel with the VLOOKUP function.

Multi-type holds are ignored since they may be filled by items in more than one bibliographic record.

Holds that can be transferred to other bibliographic records with viable copies or re-targeted by merging duplicate bibliographic records will be filled.

Patrons with holds that remain unfillable will be notified and the holds will be cancelled.

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