Wishlist: Provide functionality to change a hold from one type to another

[Michele Morgan]

Use case:

A library places an order for a new dvd. Patrons place title level holds in the opac. When the dvd arrives and is cataloged, parts are assigned to the items. The patron now has a title level hold that can't be filled. The hold needs to be cancelled and readded at the part level, and the patron loses their position in the hold queue.

Evergreen should provide a way to edit or transfer the hold, allowing changing the hold from one type (Title, Volume, Part, Copy, etc.) to another type.

[Anna Goben (agoben)]

Commenting to add more heat. This issue keeps cropping up as we're using acquisitions and parts more and more. It's very tedious to have to cancel and replace 20-30 holds over and over for on-order items because the library couldn't guess whether their holdings would be parted or not when they ordered it.

[Josh Stompro (u-launchpad-stompro-org)]

This seems like going from more specific to less specific types of holds would be easy. Item level to title level, part level to title level.

But I'm wondering how staff would know which part to select when they are re-placing the holds?

And if the customer placed a title hold on the on order copy of "Breaking Bad" season 1, and then the items get added with parts for each disk, then shouldn't multiple holds be placed, so they get all the disks? Or would staff just choose the first disk?

Josh

[Tiffany Little (tslittle)]

We don't currently do parts on AV items so I can't speak to DVDs. I'd guess you'd just do it on the first disk?

We *do* do parts on graphic novels, though. So the current issue we're running into is that records are created at the time of ordering where the bib is for Naruto volume 46 and that's what the patron places a hold on. But when it's cataloged it's put onto a serial record for just Naruto where it has parts for each volume. So now when we transfer the hold, it just moves onto the Naruto bib and not the part for v.46. To actually get the patron what they want, we have to cancel the bib-level hold and re-place it on the v.46 part.

[Elaine Hardy (ehardy)]

In the use case sited by Michele, I would make the holds for the 1st disc (or 1st volume of a print publication) since it is from acquisition.

For holds on existing records that need to be changed to parts for some reason, staff might need to contact the patron.

[Janet Schrader (jschrader)]

We use serial records for publications issued on regular basis. We also have serial or open entry records for graphic novels. When a hold is placed on the order record or monograph record as Tiffany mentions above, we also manually change the hold to a part level hold on the serial record and put it in the hold queue according to the date it was placed. The original hold is cancelled with a note explaining cancelled to help with fulfillment.

[Ruth Frasur Davis (redavis)]

Commenting to add heat and subscribing

[Brandt Ensor (baensor)]

Agree... we are finding more and more of this where it would be helpful to have some easy way to switch them.

Thanks!

[Ruth Frasur Davis (redavis)]

This feature is currently in development.

[Terran McCanna (tmccanna)]

Is this still being worked on?

[Ruth Frasur Davis (redavis)]

We are "starting over" at this point.