Wishlist: Add option to also transfer holds when transferring items

Bug #2004019 reported by Tiffany Little
26
This bug affects 5 people
Affects Status Importance Assigned to Milestone
Evergreen
Confirmed
Wishlist
Unassigned

Bug Description

Wishlist.

Part of our cataloging process for on-order holds is often transferring the on-order copies to another record. Currently the process involves finding the on-order copies, finding the destination record for them to go to, marking the destination record, checking if there are holds on the on-order record, transferring holds, then transferring items.

We could cut out one/a few of these steps if there was a checkbox on the transferring items confirmation box to the effect of "Transfer any [your library/system] holds to marked record [x]?" This would be predicated by that you would need to have already marked the destination record for both Title Hold Transfer as well as Holdings Transfer.

I think there's some use for this even outside my on-order holds scenario, but I know this would be very useful for us. It's several other clicks to check if there are holds, transfer them, etc. and it sometimes gets forgotten about.

How would we decide which holds to move? For us we'd want it by the system. Is that true for everyone? Would that need a library setting?

Tags: acq cataloging
Revision history for this message
Elaine Hardy (ehardy) wrote :

This would be a big help for our catalogers, for on-order and other items.

I would like to see this for all holds, not just title level holds.

Changed in evergreen:
status: New → Confirmed
Changed in evergreen:
importance: Undecided → Medium
importance: Medium → Wishlist
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