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FAQS: Evergreen - Hopeless Holds

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1. Can we edit old reports to address hopeless holds or will we need to create new ones?

The Hopeless Holds fields have been added to existing report sources that can be included in your existing report definitions by cloning the current template and adding the fields.  The new fields can be found on the following report Core Sources:  “Prone to Hopeless Holds” can be found on Item Status; “Hopeless Date” can be found on Hold Request, Last Captured Hold Request, and Hold on Pull List.

2. Can you run a report for hopeless holds to see if you need to purchase additional copies of a title?

Yes. There is a new Hopeless Date field on hold requests that can be used for reporting. You can also use the new Hopeless Holds module under Local Admin to sort ranges and download or print the results.

3. Does Evergreen's Hopeless Holds look at patron status (i.e., blocked from the ability to place holds)?

No.  Whether an item is considered hopeless related to hold is tied to the item's copy status, not a patron status.

4. How often does the Hopeless Holds targeting process run?

Hopeless Holds are targeted with the same cron job that looks for items to fill holds, so it runs multiple times per day.

5. Is it possible to add a note to a hopeless hold?

Yes. This will work the same as the regular Holds grid. Select a specific hold and use the action menu to choose “Show Hold Details” and you can add, edit, and delete notes.

6. Scenario: A libraries is in a system or consortium that allows resource sharing. A patron places a holds on a title. There are 6 total copies attached to the title. One is in a status of "Missing," and the other five cannot immediately fill the hold b

The hopeless "state" is determined by multiple criteria; however, in the described scenario, the hold would be considered hopeless until a copy becomes available. The hopeless holds date resets when the hold targeter rebuilds a list of potential items to fill a hold, so if one of the copies becomes available while the hold is active, either because the Missing copy is found or the age hold protection expires, the hopeless state may change.

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