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Holds Management


Placing Holds


Holds can be placed by staff in the web client and by patrons in the OPAC. In this chapter we demonstrate placing holds in the web 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
User 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
User 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
User wants 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
User wants a specific copy of an item
In the staff client, click on Copy Hold under Holdable?
Staff only
A specific copy (barcode)
Hold level	Abbreviation	When to use	How to use	Who can use	Hold tied to
Title	T	User 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	User 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	User wants 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	User wants a specific copy of an item	In the staff client, click on Copy Hold under Holdable?	Staff only	A specific copy (barcode)