Entering Volume-level Hold Information

If your library set the Holds: Streamline multiple holds for 1 patron circulation option to "YES" and you place title- or volume-level holds for a patron from the Holds tab, Sierra automatically uses the pickup location, not-wanted-before date, and not-wanted-after date you specify for any subsequent holds you place for this patron. The system does not retain these settings after you close the patron record.

The setting of the Holds/Bookings: Display Patron Name and/or Record Number circulation option determines whether Sierra displays the patron's name, patron's record number, or both when you place a title- or volume-level hold using the Search/Holds function.

The No. of Holds field appears when you place a title- or volume-level hold only if your library has set the Holds: Allow multiple title-level holds for one patron circulation option to "YES". If this option is set to "NO", Sierra does not allow multiple title holds on one bibliographic record nor multiple volume holds on one volume record for a single patron.

Enter information for the hold you are placing in the Place a Volume-level Hold dialog box. This dialog contains the following fields:

Patron

Number of Holds

Pickup Location

Limit to Location

Not Wanted Before

Not Wanted After

Hold Note

Patron

The information specified by the setting of the Holds/Bookings: Display Patron Name and/or Record Number circulation option displays at the top of the dialog box. The possibilities are: patron name and record number, patron name only, or patron record number only.

Number of Holds

If the Holds: Allow multiple title-level holds for one patron circulation option is enabled, you can place multiple volume holds on one volume record for a single patron. You can place multiple holds for one patron whether or not you page the volume, and you can cancel any or all of these holds at one time.

To specify the number of holds on this volume for the patron, enter a number between 1 and 99.

If the number specified in the MAX HOLDS field for the patron's P TYPE is higher than the number you entered, Sierra displays the number you entered in the No. of Holds field.
If the number specified in the MAX HOLDS field for the patron's P TYPE is lower than the number you entered, Sierra prompts you to override the MAX HOLDS block.
To override the MAX HOLDS block, you must be assigned permission 92 (Override holds block). For more information, see Permissions Used By Sierra.
- If you choose OVERRIDE, Sierra displays the number you entered in the No. of Holds field.
- If you choose Do Not Override, Sierra reduces the number in the No. of Holds field to the maximum number of holds that the patron is allowed according to the MAX HOLDS field.

MAX HOLDS Override

If you are attempting to add a hold from the Holds tab and the patron has already exceeded the number of holds allotted in the MAX HOLDS field, Sierra prompts you to override the MAX HOLDS block immediately after you choose Add Holds. The system does not prompt you again to override the MAX HOLDS block on this hold when you enter a number in the No. of Holds field.

Pickup Location

The following settings determine whether and how you can specify a pickup location for the hold you are placing:

If the Pickup at Item Location feature is enabled, the system automatically assigns a blank pickup location for volume-level holds and does not enable you to specify a pickup location. When an item becomes available that can satisfy the volume-level hold, that item's location (from the item record's LOCATION field) becomes the pickup location.
If the Pickup at Item Location feature is not enabled, the Limit pickup locations to those in the Hold Pickup Locations table Holds option determines your pickup location options. Because volume-level holds are only compatible with Title Priority Paging, the system automatically enables the Limit pickup locations to those in the Hold Pickup Locations table option. You can choose a pickup location from the locations defined in the Hold Pickup Locations table. Sierra suggests a default location that matches your Locations Served.
If the HOMEPICKUP element of the loan rule is set to 'Y', Sierra ensures that the pickup location matches the owning location of the item that satisfies the hold, regardless of the location specified in the Place a Volume-level Hold dialog box.

Limit to Location

If the patron wants to limit a volume-level hold to the first item returned at a specific location, you can specify that location here. Sierra places the patron in the hold queue for the first copy returned to (and belonging to) the location specified.

However, Sierra does not verify that any items attached to the volume record actually belong to the location you specify.

Holds Limited to One Location Not Pageable

If you limit a hold to one location, Sierra does not enable you to page for that title.

Not Wanted Before

The patron can specify a date before which Sierra should not place the hold. The Not Wanted Before date can be up to 180 days from the day the patron places the hold.

Not Wanted After

The patron can specify a date after which the hold request will expire. If the hold is still active after this date, but is not yet on the holdshelf, Sierra removes this hold when you clear expired holds.

Specifying a Default Not Wanted After Date

To display a default date in Not Wanted After fields, enter the number of days to keep holds active in the login's Default Not Wanted After Date Holds option.

Hold Note

Enter an informational note of up to 126 characters. The system displays hold notes as follows:

when you select a hold in the Holds tab of a patron record
when you view the hold queue corresponding to the type of hold placed (title, volume, or item)
on Title Paging Lists