Ability to Place Multiple Title/Metarecord Holds at Once
Affects | Status | Importance | Assigned to | Milestone | |
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Evergreen |
Fix Released
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Wishlist
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Unassigned |
Bug Description
Mainly for the benefit of book clubs or reading groups, staff and patrons should be able to place multiple holds for the same title or metarecord at one time. For example, if 5 copies of a title are required for a book group, then the staff or patron should be able to indicate that 5 copies are needed. Evergreen will process this request by placing 5 holds.
Staff may currently place multiple holds on behalf of a patron if the staff has the HOLD_EXISTS.
The ability to use this feature will be controlled by a new permission and a new organizational unit setting. The permission, CREATE_
When the requester has the permission at the current OPAC location, or working location in the staff client, and the maximum duplicate holds setting is set and greater than 1 for that same location, a select box will appear with numeric values from 1 to the value of the maximum duplicate holds setting or the number of available copies for this hold, whichever is lower. The user can change this value to indicate the number of holds to place.
This number field will not appear when placing holds for multiple different titles from a My List. Bug 1687319 and bug 1687321 should be resolved before adding this feature when placing holds for multiple titles. There are other factors in the implementation of multiple title holds placement that may complicate adding this feature to that interface, even after the open bugs are resolved.
The number field will be disabled or not display for part, volume, or copy holds. It may be confusing for patrons placing part or volume holds who may think that they are requesting different parts or volumes when the actual behavior would be to make multiple requests for the same part or volume. It also makes no sense to make multiple requests for a single copy.
When the user presses the Submit button to place the hold(s), they will be presented with a confirmation dialog that they intend to place X number of holds, if the number of holds to place is greater than 1. If the user continues, the current hold will be place X number of times in batch mode.
The back end holds code will also be modified to check that the requester has the appropriate permission and that the organizational unit is set correctly for the current organization. If the number of holds being placed, combined with any existing holds that may exist for the patron and current target, is lower than or equal to the value of the maximum duplicate holds setting, then hold placement will proceed as normal. If this number exceed the value of the setting, then the HOLD_EXISTS override permission will be required in order to continue.
description: | updated |
Changed in evergreen: | |
milestone: | none → 3.next |
Changed in evergreen: | |
assignee: | Jason Stephenson (jstephenson) → nobody |
milestone: | 3.next → 3.1-beta |
tags: | added: pullrequest |
tags: | removed: pullrequest |
tags: | added: signedoff |
Changed in evergreen: | |
assignee: | nobody → Kathy Lussier (klussier) |
Changed in evergreen: | |
status: | Fix Committed → Fix Released |
It's great you're working on this, Jason. I have one question about functionality/ workflow: will there be some mechanism linking the holds together, so that if the holds take significantly different amounts of time (thinking around the hold shelf expire time) to arrive the patron won't have to keep coming back or lose some of the holds? Something like a choice between "alert me when each arrives" and "alert me when all are available".
Thanks!