evergreen_documentation

holds.adoc

Holds Management

Placing Holds

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.

Holds Levels

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
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)