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<!DOCTYPE html> <html lang="en" dir="ltr" class="no-js"> <head> <meta charset="utf-8" /> <title>Hopeless Holds [PINES Documentation]</title> <script>(function(H){H.className=H.className.replace(/\bno-js\b/,'js')})(document.documentElement)</script> <meta name="generator" content="DokuWiki"/> <meta name="theme-color" content="#008800"/> <meta name="robots" content="index,follow"/> <meta name="keywords" content="circ,hopeless-holds"/> <link rel="search" type="application/opensearchdescription+xml" href="/docs/lib/exe/opensearch.php" title="PINES Documentation"/> <link rel="start" href="/docs/"/> <link rel="contents" href="/docs/doku.php?id=circ:hopeless-holds&do=index" title="Sitemap"/> <link rel="manifest" href="/docs/lib/exe/manifest.php"/> <link rel="alternate" type="application/rss+xml" title="Recent Changes" href="/docs/feed.php"/> <link rel="alternate" type="application/rss+xml" title="Current namespace" href="/docs/feed.php?mode=list&ns=circ"/> <link rel="alternate" 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href="/docs/doku.php?id=circ:home" class="wikilink1" title="circ:home" data-wiki-id="circ:home">PINES Circulation Policies and Procedures Manual</a></bdi> » <bdi><a href="/docs/doku.php?id=circ:hopeless-holds" class="wikilink1" title="circ:hopeless-holds" data-wiki-id="circ:hopeless-holds">Hopeless Holds</a></bdi></div> </div> <hr class="a11y" /> </div></header> <div class="wrapper group">  <nav id="dokuwiki__aside" aria-label="Sidebar"><div class="pad aside include group"> <h3 class="toggle">Sidebar</h3> <div class="content"><div class="group"> <p> <strong><a href="/docs/doku.php?id=circ:home" class="wikilink1" title="circ:home" data-wiki-id="circ:home">Introduction</a></strong> </p> <ul> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:home#about_this_manual" class="wikilink1" title="circ:home" data-wiki-id="circ:home">About This Manual</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:confidentiality" class="wikilink1" 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data-wiki-id="admin:workstations:troubleshooting">Troubleshooting</a></div> </li> </ul> <p> <strong><a href="/docs/doku.php?id=circ:accounts" class="wikilink1" title="circ:accounts" data-wiki-id="circ:accounts">Patron Account Information</a></strong> </p> <ul> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:accounts" class="wikilink1" title="circ:accounts" data-wiki-id="circ:accounts">General Policies</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:cards" class="wikilink1" title="circ:cards" data-wiki-id="circ:cards">Library Cards</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:accounts:new_patron_accounts#sample_registration_forms" class="wikilink1" title="circ:accounts:new_patron_accounts" data-wiki-id="circ:accounts:new_patron_accounts">Sample Registration Form</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:accounts#acceptable_forms_of_id" class="wikilink1" title="circ:accounts" data-wiki-id="circ:accounts">Acceptable Forms of ID</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:accounts:new_patron_accounts" class="wikilink1" title="circ:accounts:new_patron_accounts" data-wiki-id="circ:accounts:new_patron_accounts">Creating New Accounts</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:accounts:update_accounts" class="wikilink1" title="circ:accounts:update_accounts" data-wiki-id="circ:accounts:update_accounts">Renewing & Updating Accounts</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:accounts:reg_field_desc" class="wikilink1" title="circ:accounts:reg_field_desc" data-wiki-id="circ:accounts:reg_field_desc">Patron Registration Form Field Descriptions</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:accounts:types" class="wikilink1" title="circ:accounts:types" data-wiki-id="circ:accounts:types">Patron Permission Groups</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:accounts:staff" class="wikilink1" title="circ:accounts:staff" data-wiki-id="circ:accounts:staff">Staff Accounts and Permission Groups</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:accounts:voter_reg" class="wikilink1" title="circ:accounts:voter_reg" data-wiki-id="circ:accounts:voter_reg">Voter Registration</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:accounts:update_accounts#patron_record_deletion_deceased_patrons" class="wikilink1" title="circ:accounts:update_accounts" data-wiki-id="circ:accounts:update_accounts">Deceased Patrons</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:accounts:inactive_patrons" class="wikilink1" title="circ:accounts:inactive_patrons" data-wiki-id="circ:accounts:inactive_patrons">Inactive Patrons</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:accounts:barred" class="wikilink1" title="circ:accounts:barred" data-wiki-id="circ:accounts:barred">Blocked and Barred Patrons</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:accounts:duplicates" class="wikilink1" title="circ:accounts:duplicates" data-wiki-id="circ:accounts:duplicates">Patrons with Multiple Accounts</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:accounts:lost_cards" class="wikilink1" title="circ:accounts:lost_cards" data-wiki-id="circ:accounts:lost_cards">Lost Cards</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:accounts:messages" class="wikilink1" title="circ:accounts:messages" data-wiki-id="circ:accounts:messages">Alerts, Notes, and Messages</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:accounts:families" class="wikilink1" title="circ:accounts:families" data-wiki-id="circ:accounts:families">Grouping Patrons</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:accounts:buckets" class="wikilink1" title="circ:accounts:buckets" data-wiki-id="circ:accounts:buckets">User Buckets</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:accounts:searching" class="wikilink1" title="circ:accounts:searching" data-wiki-id="circ:accounts:searching">Searching for Patron Accounts</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:accounts:my_account" class="wikilink1" title="circ:accounts:my_account" data-wiki-id="circ:accounts:my_account">"My Account"</a></div> </li> </ul> <p> <strong><a href="/docs/doku.php?id=circ:circulation:staff_catalog" class="wikilink1" title="circ:circulation:staff_catalog" data-wiki-id="circ:circulation:staff_catalog">Staff Catalog</a></strong> </p> <ul> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:circulation:staff_catalog_records" class="wikilink1" title="circ:circulation:staff_catalog_records" data-wiki-id="circ:circulation:staff_catalog_records">Record Details</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:circulation:staff_catalog_baskets" class="wikilink1" title="circ:circulation:staff_catalog_baskets" data-wiki-id="circ:circulation:staff_catalog_baskets">Baskets</a></div> </li> </ul> <p> <strong><a href="/docs/doku.php?id=circ:circulation:circ" class="wikilink1" title="circ:circulation:circ" data-wiki-id="circ:circulation:circ">Circulating Items</a></strong> </p> <ul> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:circulation:checkout" class="wikilink1" title="circ:circulation:checkout" data-wiki-id="circ:circulation:checkout">Checking Out Items</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:circulation:renew" class="wikilink1" title="circ:circulation:renew" data-wiki-id="circ:circulation:renew">Renewing Items</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:circulation:checkin" class="wikilink1" title="circ:circulation:checkin" data-wiki-id="circ:circulation:checkin">Checking In Items</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:circulation:lost" class="wikilink1" title="circ:circulation:lost" data-wiki-id="circ:circulation:lost">Item Statuses and Actions</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:circulation:transits" class="wikilink1" title="circ:circulation:transits" data-wiki-id="circ:circulation:transits">Items in Transit</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=cat:circulation_matrix" class="wikilink1" title="cat:circulation_matrix" data-wiki-id="cat:circulation_matrix">Circulation Matrix (Fine Amounts, Renewal Times, Etc.)</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=cat:circulation_modifiers" class="wikilink1" title="cat:circulation_modifiers" data-wiki-id="cat:circulation_modifiers">Circulation Modifiers (Item Types)</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:circulation:maintenance-reports" class="wikilink1" title="circ:circulation:maintenance-reports" data-wiki-id="circ:circulation:maintenance-reports">Collection Maintenance Reports</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:circulation:in_house_use" class="wikilink1" title="circ:circulation:in_house_use" data-wiki-id="circ:circulation:in_house_use">In-House Use</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:circulation:offline" class="wikilink1" title="circ:circulation:offline" data-wiki-id="circ:circulation:offline">Offline Circulation</a></div> </li> </ul> <p> <strong><a href="/docs/doku.php?id=circ:holds" class="wikilink1" title="circ:holds" data-wiki-id="circ:holds">Holds and Courier</a></strong> </p> <ul> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:courier" class="wikilink1" title="circ:courier" data-wiki-id="circ:courier">Courier</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:holds#age_protection" class="wikilink1" title="circ:holds" data-wiki-id="circ:holds">Age Protection</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:courier#packaging_av_materials" class="wikilink1" title="circ:courier" data-wiki-id="circ:courier">AV Holds</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:hopeless-holds" class="wikilink1" title="circ:hopeless-holds" data-wiki-id="circ:hopeless-holds">Hopeless Holds</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:holdgroups" class="wikilink1" title="circ:holdgroups" data-wiki-id="circ:holdgroups">Hold Groups</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:holds:whitepaper" class="wikilink1" title="circ:holds:whitepaper" data-wiki-id="circ:holds:whitepaper">Holds White Paper</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=admin:ids" class="wikilink1" title="admin:ids" data-wiki-id="admin:ids">Library Contact Info and IDs</a></div> </li> </ul> <p> <strong><a href="/docs/doku.php?id=circ:bills" class="wikilink1" title="circ:bills" data-wiki-id="circ:bills">Fines, Fees, and Bills</a></strong> </p> <ul> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:bills:bankruptcy" class="wikilink1" title="circ:bills:bankruptcy" data-wiki-id="circ:bills:bankruptcy">Bankruptcies</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:bills:collections" class="wikilink1" title="circ:bills:collections" data-wiki-id="circ:bills:collections">Collections 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class="toc"> <li class="level1"><div class="li"><a href="#hopeless_holds">Hopeless Holds</a></div> <ul class="toc"> <li class="level2"><div class="li"><a href="#what_are_hopeless_holds">What Are Hopeless Holds?</a></div> <ul class="toc"> <li class="level3"><div class="li"><a href="#limitations">Limitations</a></div></li> </ul> </li> <li class="level2"><div class="li"><a href="#how_to_identify_hopeless_holds">How to Identify Hopeless Holds</a></div></li> <li class="level2"><div class="li"><a href="#how_to_transfer_holds_to_better_records">How to Transfer Holds to Better Records</a></div></li> </ul></li> </ul> </div> </div>  <h1 class="sectionedit1" id="hopeless_holds">Hopeless Holds</h1> <div class="level1"> </div> <h2 class="sectionedit2" id="what_are_hopeless_holds">What Are Hopeless Holds?</h2> <div class="level2"> <p> A hold becomes “hopeless” when all available copies become unavailable. </p> <p> For example, Jo places a hold on a title record that only has one available copy. When staff go to pull that copy to fill the hold, they cannot find it and mark it 'Missing.' If there were other copies still available, the holds targeter would retarget the hold to another copy, but since there are no other copies that can be targeted, the hold gets added to the Hopeless Holds list. </p> <p> Library staff can check the Hopeless Holds list to see if there is another title record that the hold can be transferred to in order to fill the hold for the patron. Libraries may also use this list for collection development purposes. </p> <p> There is also a “Hopeless Holds” report template under Quick Reports > Holds. This report will reflect what's already in the hopeless holds interface, where it's easier to manage hopeless holds directly, but this can be set up as a recurring report to remind staff to manage those holds. </p> </div> <h3 class="sectionedit3" id="limitations">Limitations</h3> <div class="level3"> <p> Please note that the Hopeless Holds list will not capture <em>all</em> holds that go unfilled in all scenarios. For example, in the example scenario above, if library staff did not mark the item missing when they couldn't find it, the hold would not appear on the Hopeless Holds list. Libraries may wish to use the PINES Quick Report for “Unfilled Holds (Not Captured)” to identify that type of issue. </p> </div> <h2 class="sectionedit4" id="how_to_identify_hopeless_holds">How to Identify Hopeless Holds</h2> <div class="level2"> <p> Open the Local Admin menu and click on “Hopeless Holds”. This is a list of holds that cannot be filled due to the status of the items on the record. The patron will not get these items unless the hold is moved to a better bib (ie, title) record. </p> <p> <a href="/docs/lib/exe/detail.php?id=circ%3Ahopeless-holds&media=circ:image_1.png" class="media" title="circ:image_1.png"><img src="/docs/lib/exe/fetch.php?media=circ:image_1.png" class="media" loading="lazy" title=" Hopeless Holds list" alt=" Hopeless Holds list" /></a> </p> </div> <h2 class="sectionedit5" id="how_to_transfer_holds_to_better_records">How to Transfer Holds to Better Records</h2> <div class="level2"> <p> 1. Open the catalog in a new tab and do a search for the title of the hopeless hold. If possible locate a different bib record with available copies for the hold. </p> <p> <a href="/docs/lib/exe/detail.php?id=circ%3Ahopeless-holds&media=circ:image_2.png" class="media" title="circ:image_2.png"><img src="/docs/lib/exe/fetch.php?media=circ:image_2.png" class="media" loading="lazy" title=" Catalog search" alt=" Catalog search" /></a> </p> <p> In this example, the hopeless hold is on record number 1. Record number 2 has a copy that is available, so it will be a better record for the hold. </p> <div class="plugin_note noteimportant">When comparing title records, be sure to check that the one you select for transferring is as close to the original record as possible. For instance, you wouldn't want to transfer a hold that was on a DVD record to a print record, or to transfer to similar title by a different author. </div> <p> 2. Open record 2 and go to the “Mark For” menu or right click to see the menu. </p> <p> <a href="/docs/lib/exe/detail.php?id=circ%3Ahopeless-holds&media=circ:image_3.png" class="media" title="circ:image_3.png"><img src="/docs/lib/exe/fetch.php?media=circ:image_3.png" class="media" loading="lazy" title=" Mark For from record summary" alt=" Mark For from record summary" /></a> </p> <p> 3. Click on “Reset Record Marks” before doing anything else. </p> <div class="plugin_note noteimportant">This is a very important step to be sure the hold transfers to the correct record. </div> <p> 4. Next click on “Title Hold Transfer”. </p> <p> <a href="/docs/lib/exe/detail.php?id=circ%3Ahopeless-holds&media=circ:image_4.png" class="media" title="circ:image_4.png"><img src="/docs/lib/exe/fetch.php?media=circ:image_4.png" class="media" loading="lazy" title=" Title Hold Transfer" alt=" Title Hold Transfer" /></a> </p> <p> A small box will appear in the lower right corner of the screen confirming the transfer target has been set. </p> <p> <a href="/docs/lib/exe/detail.php?id=circ%3Ahopeless-holds&media=circ:image_5.png" class="media" title="circ:image_5.png"><img src="/docs/lib/exe/fetch.php?media=circ:image_5.png" class="media" loading="lazy" title=" Popup confirming the transfer target has been set" alt=" Popup confirming the transfer target has been set" /></a> </p> <p> 5. Return to the tab showing the hopeless holds list. Select the line for the title needing to be transferred to the current hold transfer target. Go to the actions menu or right click to view the menu options. Select “Transfer to Marked Title”. </p> <p> <a href="/docs/lib/exe/detail.php?id=circ%3Ahopeless-holds&media=circ:image_6.png" class="media" title="circ:image_6.png"><img src="/docs/lib/exe/fetch.php?media=circ:image_6.png" class="media" loading="lazy" title=" Transferring hold to the marked title" alt=" Transferring hold to the marked title" /></a> </p> <p> A confirmation window will open. </p> <p> <a href="/docs/lib/exe/detail.php?id=circ%3Ahopeless-holds&media=circ:image_7.png" class="media" title="circ:image_7.png"><img src="/docs/lib/exe/fetch.php?media=circ:image_7.png" class="media" loading="lazy" title=" Confirmation popup to transfer hold" alt=" Confirmation popup to transfer hold" /></a> </p> <p> 6. Click on “Transfer.“ </p> <p> A small box will appear in the lower right corner of the screen confirming the hold has been transferred. </p> <p> <a href="/docs/lib/exe/detail.php?id=circ%3Ahopeless-holds&media=circ:image_8.png" class="media" title="circ:image_8.png"><img src="/docs/lib/exe/fetch.php?media=circ:image_8.png" class="media" loading="lazy" title=" Popup confirming the hold was successfully transferred" alt=" Popup confirming the hold was successfully transferred" /></a> </p> <p> 7. Repeat these steps to continue transferring holds to records that have available copies for the hopeless holds. </p> <p> 8. When all holds have been transferred, open any record in the catalog and reset the record marks. This will help prevent holds being transferred to the wrong record in error the next time a hold is transferred. </p> <p> <a href="/docs/lib/exe/detail.php?id=circ%3Ahopeless-holds&media=circ:image_9.png" class="media" title="circ:image_9.png"><img src="/docs/lib/exe/fetch.php?media=circ:image_9.png" class="media" loading="lazy" title=" Reset record marks" alt=" Reset record marks" /></a> </p> <div class="plugin_note noteclassic">You may encounter holds that do not have any other suitable record for transferring. Those titles could be considered for collection development purposes, or the holds could simply be left alone to naturally expire. </div> </div>  </div> <div class="docInfo"><bdi>circ/hopeless-holds.txt</bdi> · Last modified: 2024/10/18 15:42 by <bdi>smorrison</bdi></div> <hr class="a11y" /> </div></main>  <nav id="dokuwiki__pagetools" aria-labelledby="dokuwiki__pagetools__heading"> <h3 class="a11y" id="dokuwiki__pagetools__heading">Page Tools</h3> <div class="tools"> <ul> <li class="source"><a href="/docs/doku.php?id=circ:hopeless-holds&do=edit" title="Show pagesource [v]" rel="nofollow" accesskey="v"><span>Show pagesource</span><svg xmlns="http://www.w3.org/2000/svg" width="24" height="24" viewBox="0 0 24 24"><path d="M13 9h5.5L13 3.5V9M6 2h8l6 6v12a2 2 0 0 1-2 2H6a2 2 0 0 1-2-2V4c0-1.11.89-2 2-2m.12 13.5l3.74 3.74 1.42-1.41-2.33-2.33 2.33-2.33-1.42-1.41-3.74 3.74m11.16 0l-3.74-3.74-1.42 1.41 2.33 2.33-2.33 2.33 1.42 1.41 3.74-3.74z"/></svg></a></li><li class="revs"><a 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