Hold Pickup Locations Table (Admin>Parameters>Circulation - Sierra)
This documentation explains the functionality and data elements of the Hold Pickup Locations table.
Table of Contents
- 1 Hold Pickup Locations Table Overview
- 2 Functionality Information
- 3 Data Elements
- 3.1 How Sierra Determines Whether an Item Satisfies a Hold
- 3.2 Checking In an Item that Can Satisfy a Hold
- 3.3 How Sierra Determines the Loan Rule for a Transaction
- 3.4 Checking In a Held Item at the Pickup Location
- 3.5 How Sierra Determines the Order in Which to Fill Holds
- 3.6 Resequencing a Hold Queue
- 3.7 How Agency Holds Work
- 4 Related Documentation
Hold Pickup Locations Table Overview
The Hold Pickup Locations table allows Marmot to group locations from the Branches table into hold pickup locations and define a label to display when those locations are used as hold pickup locations.
You can contact the Marmot Help Desk for help if you cannot view this table.
The Sierra system uses the Hold Pickup Locations table in the following ways:
When a place a hold the system limits a choice of pickup location to the locations in this table.
When a request is made for an item in the Classics Catalog/WebPAC and the system is configured to allow patrons to choose a hold pickup location, the system displays the available pickup locations from this table.
MLN1 Classic Catalog/WebPAC
MLN2 Classic Catalog/WebPAC
When you view holds in the Classic Catalog/WebPAC or in Express Lane, or print paging slips, hold slips, and hold notices, the system substitutes the label from the Display Name element for the label from the Branches table associated with the selected hold pickup location.
For example, if the branch name for the location "main" is normally "Main Stacks," the hold pickup location name might be "Main Library Circulation Desk."
When you generate a title-level page, the system consults the Paging Priority element to determine which hold pickup locations to page and in what order.
When you fill a hold the system consults the Agency element to give priority to holds at pickup locations within the same agency.
When you view an item or view an entry in the Outstanding Holds Report, and the item is on the holdshelf, the system substitutes the label from the Display Name element for the label from the Branches table associated with the hold pickup location.
For example, if the branch name for the location "main" is normally "Main Stacks," the hold pickup location name might be "Main Library Circulation Desk".
Under the following conditions, Sierra displays the branch name instead of the Display Name from this table:
The pickup location chosen for the hold is a branch location.
The branch location has no corresponding hold pickup location in this table or is associated with multiple locations in this table.
Functionality Information
The Hold Pickup Locations table can contain a maximum of 500 entries and it reads top to bottom.
When determining paging priority, the system reads the Hold Pickup Locations table from top to bottom. If a location is associated with two pickup location entries, the entry that contains the location you want to page should appear above the location you do not want to page.
Data Elements
Each entry in the Hold Pickup Locations table contains the following elements:
Element | Description |
|---|---|
Display Name | The name that appears in the public display for the hold pickup location. |
List of Locations | The location codes from the Branches table for which the system should substitute the Display Name label when the location is used as a hold pickup location. |
Paging Priority | A table that describes the order in which the system should page every other hold pickup location when you generate a title-level page for a hold with the current pickup location. For example, if the system contains the pickup locations North, South, East, and West, and you place a hold for pickup at West, the Paging Priority element of the West entry determines the order in which the system pages North, South, and East. (The current location does not display in the Paging Priority table because the system always pages the hold pickup location first.) To add a location to the Paging Priority table, you must add an entry for the location to the Hold Pickup Locations table. |
Agency | The agency to which the hold pickup location belongs. The system compares this value to the AGENCY fixed-length field of item records when filling agency holds. Possible values are agencies defined in your library's Agency table. |
How Sierra Determines Whether an Item Satisfies a Hold
Sierra checks for title-level and item-level holds when you do either of the following with a standard circulation item:
If holds are found, the system determines whether the item can satisfy any of the holds by doing the following:
Checks the hold's Not Wanted Before date. If the Not Wanted Before date is later than the checkin date, the system does not fill the hold.
Determines whether the hold is frozen, and if so, does not fill the hold.
Determines whether the hold is limited to a location. If the hold is at the title-level and is limited to a location that does not match the value in the item's LOCATION field, the system does not fill the hold.
Sierra disregards any holds if there is an available item at the patron's specified pickup location.
Checks the hold's Not Wanted After date. If the Not Wanted After date has passed, the hold has expired. The system does not fill the hold and prompts you to print a cancellation notice.
Checks the Holdable element of the loan rule, depending on the type of hold.
If the hold is at the item level, the system does not consult the loan rule and fills the hold.
If the hold is at the title or volume level, the system determines the loan rule to apply to the holding patron and the item.
The system does not assign the loan rule to the item; it uses the loan rule only to determine holdability.
Checks the Home Pickup element of the loan rule.
If the hold is at the title or volume level, the system determines whether the item is eligible to fill the hold based on the Home Pickup settings of the applicable loan rule.
If the loan rule that applies to the holding patron and the item has Home Pickup enabled, the system fills the hold only if the pickup location matches the item location.
The system does not assign the loan rule to the item; it uses the loan rule only to determine holdability.
If there are multiple holds on the item, title, or volume, the system evaluates each hold in sequential order until it satisfies a hold or determines that no holds can be satisfied.
Checking In an Item that Can Satisfy a Hold
When you check in an item that can satisfy a hold, the prompts displayed depend on:
the item's owning location
the checkin location
the pickup location
your library's enabled circulation options and features