Home → Resource Sharing → NC Cardinal Resource Sharing → Holds
1.2. Holds
Holds
Holds can be placed by staff in the Staff Client and by patrons in the OPAC.
Holds Levels
Evergreen has five different levels of holds. Library staff can place holds at all five levels, while patrons can only place meta-record, title-level holds, and parts-level holds. The chart below summarizes the five levels of holds.
| Hold level | Abbreviation | When to use | How to use | Who can use | Hold tied to |
|---|---|---|---|---|---|
|
Meta-record |
M |
Patron wants first available copy of multiple titles of the same/different format |
Click on place hold next to the title. From holds confirmation screen, click Advanced hold options and select other applicable formats. |
Patron or staff |
Holdings attached to multiple MARC (title) records sharing the same title and author of selected format(s)(book, video, audiobook, etc.) |
|
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 |
A call number specific volume of a title is required |
Staff click place hold on any items shown in holdings list, next to the call number. |
Staff |
Holdings with identical call numbers owned by the same library and attached to a single MARC (title) record |
|
Copy |
C |
Patron or staff want a specific copy of a title |
Staff click details to view barcode then place hold next to that barcode. |
Staff |
Specific Item barcode |
Title Level Hold
A default hold expiration date will be displayed if the library has set up a default holds expiration period in their library settings. Uncaptured holds will not be targeted after the expiration date.
If you select the Suspend this Hold checkbox, the hold will be suspended and not be captured until you activate it.
-
To place a title level hold, retrieve the title record on the catalog and click the Place Hold link beside the title on the search results list, or click the Place Hold link on the title summary screen.
- Scan or type patron’s barcode into the Place hold for patron by barcode box, or choose Place this hold for me.
- If this title contains multiple parts, you can specify which part to request. If you do not select a part, the hold will target any of the other copies on this record, that is, those with no parts attached. Those copies are usually the complete set, containing all the parts.
- Edit patron hold notification and expiration date fields as required. Be sure to choose a valid Pickup location.
- Click Submit.
-
A confirmation screen appears with the message "Hold was successfully placed".
Advanced Hold Options
Clicking the Advanced Hold Options link will take you into the metarecord level hold feature, where you can select multiple formats and/or languages, if available.
Selecting multiple formats will not place all of these formats on hold. For example, selecting CD Audiobook and Book implies that either the CD format or the book format is the acceptable format to fill the hold. If no format is selected, then any of the available formats may be used to fill the hold. The same holds true for selecting multiple languages.
Metarecord Search and Metarecord Level Holds
Metarecords are compilations of individual bibliographic records that represent the same work. This compilation allows for several records to be represented on a single line on the TPAC search results page, which can help to reduce result duplications.
Advanced Search Page
Selecting the Group Formats and Editions checkbox on the Advanced Search page allows the user to perform a metarecord search.
Administrators can also configure the catalog to default to a Group Formats and Editions search by enabling the relevant config.tt2 setting on the server. Setting this option will pre-select the checkbox on the Advanced Search and Search Result Pages. Users can remove the checkmark, but new searches will revert to the default search behavior.
Search Results Page
Within the Search Results page, users can also refine their searches and filter on metarecord search results by selecting the Group Formats and Editions checkbox.
The metarecord search results will display both the representative metarecord bibliographic data and the combined metarecord holdings data (if the holdings data is OPAC visible).
The number of records represented by the metarecord are displayed in parentheses next to the title.
The formats contained within the metarecord are displayed under the title.
For the metarecord search result, the Place Hold link defaults to a metarecord level hold.
To place a metarecord level hold:
- Click the Place Hold link.
- Users who are not logged into their accounts will be directed to the Log in to Your Account screen, where they will enter their username and password. Users who are already logged into their accounts will be directed to the Place Hold screen.
- Within the Place Hold screen, users can select the multiple formats and/or languages that are available.
- Continue to enter any additional hold information (such as Pickup Location), if needed.
- Click Submit.
Selecting multiple formats will not place all of these formats on hold for the user. For example, a user cannot select CD Audiobook and Book and expect to place both the CD and book on hold at the same time. Instead, the user is implying that either the CD format or the book format is the acceptable format to fill the hold. If no format is selected, then any of the available formats may be used to fill the hold. The same holds true for selecting multiple languages.
Advanced Hold Options
When users place a hold on an individual bibliographic record they will see an Advanced Hold Options link within the Place Hold screen. Clicking the Advanced Hold Options link will take the users into the metarecord level hold feature, enabling them to select multiple formats and/or languages.
Metarecord Constituent Records Page
The TPAC now includes a Metarecord Constituent Records page, which displays a listing of the individual bibliographic records grouped within the metarecord. Access the Metarecord Constituent Records page by clicking on the metarecord title on the Search Results page.
This will allow the user to view the results for grouped records.
Show Holds on Bib
Within the staff client, Show Holds on Bib for a metarecord level hold will take the staff member into the Metarecord Constituent Records page.
Global Flag: OPAC Metarecord Hold Formats Attribute
To utilize the metarecord level hold feature, the Global Flag: OPAC Metarecord Hold Formats Attribute must be enabled and its value set at mr_hold_format, which is the system’s default configuration.
Parts Level Hold
- To place a parts level hold, retrieve a record with parts-level items attached to the title, such as a multi-disc DVD, an annual travel guide, or a multi-volume book set.
- Place the hold as you would for a title-level hold, including patron barcode, notification details, and a valid pickup location.
- Select the applicable part from the Select a Part dropdown menu.
- Click Submit.
Tip: Requested formats are listed in the Holdable Part column in hold records. Use the Column Picker to display it when the hold record is displayed.
- To place a volume level hold, only possible within the Staff Client, retrieve and display the record.
- Choose the appropriate volume record (call number). If not displayed, click View copy Information for all libraries to display all volumes.
- Click Place Hold under Actions for the appropriate volume record. Your hold will be on any copy with the same call number and the same owning library.
- Scan or type patron’s barcode into Enter recipient barcode then click Submit.
- Edit patron hold notification fields as required and click Place Hold. Note the hold is identified as a Volume Hold.
- To place a copy level hold, repeat steps 1 and 2 in the section called Volume Level Hold.
- Click on Copy details under Actions.
-
Click place hold beside the barcode. Your hold will be on this specific copy.
- Scan or type patron’s barcode into Enter recipient barcode then click Submit.
- Edit the patron hold notification fields as required and click Place Hold. Note the hold is identified as a Copy Hold.