Title hold with multiple available copies prevents renewal

Bug #1612807 reported by Holly Brennan
This bug affects 6 people
Affects Status Importance Assigned to Milestone

Bug Description

We're running 2.9.0.

Title-level hold on bib record (with multiple available copies) prevents renewal of the only copy currently checked out, citing it’s needed for a hold.


A patron asked staff to renew an item. The renewal failed, with the typical message saying the copy was needed for a hold. Not unusual. Staff told them it couldn’t be renewed.


My extremely observant coworker later realized that we own 5 copies of this book under the same title (rare for us, but this is an old, local history book). One copy is in Reference, not holdable, but that still left 3 available copies. In addition, the hold request was already fulfilled by another copy and was waiting on the holds shelf.

I placed two more title-level holds on this record, which both showed up in the pull list with the other available copies as the Current Copy.

Current Copy Status Title Type
000115784 Waiting for Capture Kachemak Bay commu… T
000092639 Waiting for Capture Kachemak Bay commu… T
000081292 Ready for Pickup Kachemak Bay commu… T

Still, when I tried to renew the only copy checked out, it failed.

COPY_NEEDED_FOR_HOLD Barcode: 000115781
Copy is needed to fulfill a hold

I have reproduced this issue with additional records, checking out one copy, placing a title hold (which targets a different copy), then renewal failure citing the checked out copy’s barcode rather than the targeted copy’s barcode (which would make sense to stop a renewal).

Revision history for this message
Kathy Lussier (klussier) wrote :

Adding a link to a brief IRC chat with Holly in which I described using hold ratios in circ policies to prevent renewals so that this problem won't happen.


Revision history for this message
Terran McCanna (tmccanna) wrote :

We experimented with setting up the copy-hold ratio (and disabling the COPY_NEEDED_FOR_HOLD setting) and it worked great with normal items, but we ran into problems with age-protected items and A/V items (which we don't allow holds on outside of a system in our consortium).

Problem Scenario: Patron Jane Doe in library system X has a copy of a new book checked out that is age-protected. 20 other library systems have copies of the same book, and patrons at those other system have 30 outstanding holds, but there aren't any other patrons in System X that have outstanding holds. None of the outstanding holds are able to target Jane Doe's copy, but the copy-hold ratio setting only looks at the total copies and total holds, so it doesn't allow her to renew. (If COPY_NEEDED_FOR_HOLD is in use instead of the copy-hold ratio, then it DOES allow her to renew.)

(This is pretty much the same for our A/V materials - even if they aren't age restricted, they still only allow holds within a system.)

We ended up having to switch back to using the COPY_NEEDED_FOR_HOLD setting because staff were reporting so many problems with patrons not being able to renew their new books & DVDs when there weren't any outstanding holds that could target them.

If there were a way for the copy-hold ratio to look at the number of "permitted" holds rather than the total number of holds, then it would work perfectly. Or, if there were a way to use the copy-hold ratio circulation policy system-wide only on non-AV materials and non-age protected materials and then fall back to using an in-system copy-hold ratio policy for AV materials and age protected materials, then that would work. I haven't been able to figure out a way to make that work in the circulation policy interface, though.

Changed in evergreen:
status: New → Confirmed
Dan Briem (dbriem)
tags: added: circ-holds circulation
removed: holds renewals
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