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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.

1. 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.



2. Scan or type patron’s barcode into the Place hold for patron by barcode box, or choose Place
this hold for me.
3. 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.
4. Edit patron hold notification and expiration date fields as required. Be sure to choose a valid
Pickup location.
5. Click Submit.

6. A confirmation screen appears with the message "Hold was successfully placed".


Meta-record Level Hold

  1. Search for the meta-record on which you want to place a hold. Select the Group by Formats and Editions checkbox from the advanced search screen. Enter search terms. Click Go.

  2. Click Place Hold beside the meta-record on the result list.

    The lit-up icons indicate the system-wide available formats. Click the title to find out the available formats and holdings information at your library.

  3. Type in or scan the patron barcode at the prompt.
  4. Select the acceptable formats. Use the CTRL key together with a mouse click to select multiple entries. Click Place Hold once done.

    If you do not select group formats and editions when conducting a search, you can still place a hold on a meta-record. After entering the user’s barcode, click Advanced Hold Options at the bottom of the screen to select acceptable formats for the hold.

  5. After a meta-record hold is placed, if a new MARC record is added and it meets the grouping criteria (title, author and format), items under this new record will be used to fulfill the existing holds.

    Requested formats are listed in the Holdable Formats column in hold records. Use the Column Picker to display it when the hold record is displayed. Format information is from the MARC record leader.

Parts Level Hold

  1. To place a parts level, 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.
  2. Place the hold as you would for a title-level hold.
  3. Scan or type patron’s barcode into Enter recipient barcode then click Submit.
  4. Select the applicable part from the Parts dropdown menu.

  5. Click Place Hold once done.

    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.

Parts level holds cannot be placed on meta-records.

Volume Level Hold

  1. To place a volume level hold, only possible within the Staff Client, retrieve and display the record.
  2. Choose the appropriate volume record (call number). If not displayed, click View copy Information for all libraries to display all volumes.
  3. 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.

  4. Scan or type patron’s barcode into Enter recipient barcode then click Submit.
  5. Edit patron hold notification fields as required and click Place Hold. Note the hold is identified as a Volume Hold.

Copy Level Hold

  1. To place a copy level hold, repeat steps 1 and 2 in the section called Volume Level Hold.
  2. Click on Copy details under Actions.

  3. Click place hold beside the barcode. Your hold will be on this specific copy.

  4. Scan or type patron’s barcode into Enter recipient barcode then click Submit.
  5. Edit the patron hold notification fields as required and click Place Hold. Note the hold is identified as a Copy Hold.


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