High-Demand Holds Reports

Owned by Tammy Poquette, created
Last updated: Nov 27, 2023
6 min read

This guide explains how to generate the High-Demand Holds Report.

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High-Demand Holds Reports Overview

The High-Demand Holds report identifies the titles on which patrons place many holds.

High-Demand Holds Reports include the following types:

System-Wide Thresholds Reports

  • This report displays a comprehensive list of all the holds available for pickup at each library in the consortium. The system calculates the values in this report using only the threshold values specified for the pickup location in the Hold Thresholds table. If the Hold Thresholds table contains no entries, this report is empty (that is, the system does not display a table of results).

  • For MLN2 libraries, The system calculates the values in this report using only the threshold values specified for the <SYS> pickup location in the Hold Thresholds table. If the Hold Thresholds table contains no <SYS> entries, this report is empty (that is, the system does not display a table of results).

Selected Pickup Location Reports

  • You can find a list of items being held for pickup at a specific location. The system calculates the values in this report using the threshold values specified in the Hold Thresholds table for the pickup location for which you generate the report if the Hold Thresholds table contains no entries for the specified hold pickup location.

View Report for the System-Wide Thresholds for High-Demand Holds for MLN1 Libraries
View Report for the System-Wide Thresholds for High-Demand Holds for MLN2 Libraries

Update: Sierra updates the numbers comprising the High-Demand Holds reports during its nightly maintenance. When the number of holds or items changes, the reports display the updated amounts the following day.

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Report Elements for System-Wide Thresholds Reports

The High-Demand Holds Reports include the following elements:

Column Heading

Description

Title

The title from the bibliographic record 

Author

The author of the title

Material Type

The material type from the bibliographic record. The system displays the text from the Meaning element of the Material Types table. 

System Holds

The total, system-wide number of holds for this title. This number includes the holds on the bibliographic record and any attached item records.

System Items

 

If there are no volume records attached to the bibliographic record, the total number of items attached to the relevant bibliographic record. If there are volume records attached to the bibliographic record, the total number of items attached to the relevant volume record. This number includes items at all locations associated with your library.

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Report Elements for Selected Pickup Location Reports

The High-Demand Holds Reports include the following elements for Selected Pickup Locations Only:

MLN2 Libraries Only

The High-Demand Holds pickup location report does not match threshold rules by Material Type. This issue could manifest either by missing all titles for a given material type from the report or by using the wrong threshold, depending on whether a "* All MAT TYPES" entry exists for the pickup location in Hold Thresholds. In the meantime, staff can contact Marmot staff to have us create a High-Demand Holds Tableau report.

Column Heading

Description

Local Holds

 

The number of holds at the selected pickup location for this item. This number includes the holds on the bibliographic record and any attached item records.

Local Items:

The total number of items attached to the relevant bibliographic record. This number includes only those items associated with the selected pickup location.

 

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Generating High-Demand Holds Reports

The High-Demand Holds feature enables you to track the titles on which patrons place many holds to determine future acquisitions and reallocation of resources. You can generate two kinds of High-Demand Holds reports, System-Wide Thresholds Reports and Selected Pickup Location Reports. 

To generate a High-Demand Holds report, choose High-Demand Holds from the Function list.

Choose the type of report you want to view:

  • To generate a System-Wide Thresholds Report, choose System-Wide Thresholds.

  • To generate a Selected Pickup Location Report, choose Selected Pickup Location.

  • Use the Selected Pickup Location drop-down text box to choose the hold pickup location for which you want to view a report.

Choose the Create Report button. The system applies the thresholds specified in the Hold Thresholds table to the holds you chose to run the report on. If a title meets or exceeds its threshold of title and/or item holds, it is displayed in the report.

When viewing a High-Demand Holds report, you can do the following:

  • View the bibliographic record for an entry in the report:

    • Select the entry

    • Choose the View Bib button. The system displays the bibliographic record.

    • You can see all the bibliographic and item hold information.

  • Export the report currently displayed:

    • Choose the Export button.

The Export Table dialog box includes the following options:

  • Open in Excel

  • Open in Word

  • Print to a file: Table entries are separated by spaces.

  • Save as comma separated values (csv) text: Table entries are separated by commas.

  • Save as tabbed text: Table entries are separated by tabs.

    • Choose a folder and enter a file name to save the table. The system saves the table as a "File" type of file.

    • To view the file, select a program with which to open the file.

Print the report currently displayed by choosing the Print button.

Clear the current table from view by choosing the Close button.

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Related Documentation

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