Circulation policies control who can borrow materials--but when particular materials are not available at a given library, a patron needs to request those materials by placing a hold. Hold policies pull together user, library, and item data to determine how library materials can be requested for and fulfill hold requests, such as: what patrons, from what libraries can request what types of materials, and what copies can fulfill those requests.
Individual elements of the holds policies are configured using specific interfaces, and should be configured prior to setting up the hold policies.
There are several data elements that can be modified to adjust your hold policies.
When you modify the attributes of a copy in the Copy Editor, those attributes can influence hold fulfillment as follows:
Although not a specific element of a hold policy, you can set Copy Locations as non-holdable, thereby preventing all items within that location from filling holds.
Permission groups, hold policies, and global flags in combination define the total number of holds that can be placed by members of different user groups.
The attributes of libraries, both as actual entities circulating materials and as conceptual organizational units in a hierarchical structure, play a large role in determining which items fill holds, where requested items can be retrieved from, and how quickly requests are filled.
Hold policies are managed in the Staff Client via the Hold Policy Configuration interface, accessed from Admin > Local Admin > Hold Policies.
At the consortium level, DVDs cannot be placed on hold, but adults can place holds on DVD's owned by BR2.
A set of rules to define holdable behavior for sites BR1 and BR2. Items with a circ modifier of dvd are not allowed to be placed on hold across the CONS level, but then if a staff member places the hold at BR1, the hold is allowed. At BR2, it allows both patrons or staff to place holds on items as long as they choose to pick-up at the owning library.
By default, opportunistic capture attempts to fill the first hold in the queue where the pickup library matches the checkin library. If there is no hold with that pickup library, it then fills the next hold in a queue.
A library can adjust this behavior by enabling First In First Out (FIFO) holds. In a FIFO environment, the first hold placed is the first hold filled, and so on. Opportunistic capture sends the check-in copy to the next hold in the queue, regardless of the pickup library. You can enable the FIFO policy from Admin > Local Administration > Library Settings Editor: FIFO.
Several library settings control the targeting of items for hold capture in Admin > Local Administration > Library Settings Editor:
Age hold protection prevents new items from filling holds requested for pickup at a library other than the owning library for a specified period of time.
You can define the protection period in Admin > Server Administration > Age Hold Protect Rules.
The protection period when applied to a copy record can start with the copy record create date (default) or active date. You can change this setting in Admin > Local Administration > Library Settings Editor: Use Active Date for Age Protection.
In addition to time period, you can set the proximity value to define which organizational units are allowed to act as pickup libraries. The proximity values affect holds as follows:
Age protection only applies to individual copy records. You cannot configure age protection rules in hold policies.
Hold boundaries define which organizational units can fill specific holds. Large consortia containing multiple systems can use hold boundaries to limit transit and delivery costs. There are two types of boundaries, hard and soft.
A hard boundary prevents holds from being filled by copies from organizational units outside of the boundary. If a single potential copy exists and is later changed to a non-holdable status, the hold request will never be filled.
Soft boundaries prioritize targeting for copies from organizational units within the soft boundary first. If no potential copies exist within the soft boundary, the hold targeting algorithm moves up the organization unit hierarchy to the next level until it targets a matching copy or meets a hard boundary.
You can set hold boundaries in Admin > Local Administration > Library Settings Editor: Hard Boundary and the corresponding Soft Boundary category.
You can also apply hold boundaries to Hold Policies using the Range is from owning library toggle and Transit Range selection list.
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