Staff Client Help v7.2
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PPboundwith.fm" /><title>Bound-With Holds</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services/PPboundwith/Bound-With_Holds.htm">Open topic with navigation</a>
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<h1><a name="kanchor1896"></a><a name="IX_Holds"></a><a name="kanchor1897"></a><a name="IX_Bound_With_Holds"></a>Bound-With <a name="XREF_49397_Holds"></a>Holds</h1>
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<p><a name="kanchor1898"></a><a name="IX_host"></a><a name="kanchor1899"></a><a name="IX_constituent"></a>When a user attempts to place a hold request that is a constituent of a bound-with group, the settings for the host item control whether the request can be granted. For example, a user attempts to place a hold on a constituent bibliographic item or record, but is unable to do so because of the setting configuration. This is due to the settings for this item being determined by the host bibliographic item or record. </p>
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<p class="NoteShade"><b>Note: <br /></b>A count of hold requests equals the number of holds placed on the host bibliographic item, and not the constituent item.</p>
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<h2><a name="TOC_Placing_a_Request_in_the"></a><a name="XREF_77301_Placing_a_Request"></a>Placing a Request in the PAC and Mobile PAC</h2>
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<p>When a user places an item-level hold in the PowerPAC or Mobile PAC for a constituent title, the request is placed for the host, and the following message alerts the user that they are requesting a title that is part of a bound-with group: “This item is bound with the title <span class="FM_Emphasis">[Title, Author]</span>. Your request will be listed under that title.” </p>
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<p class="indent2">
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<img alt="boundwithmessage.gif" style="margin-bottom: 0.000pt;width: 427;height: 103;" id="image0" src="boundwithmessage_427x103.gif" /> </p>
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<p>When a user places a bibliographic-level hold in the PowerPAC or Mobile PAC for a constituent title, the request is placed for the host bib, and the following message alerts the user that they are requesting a title that is part of a bound-with group: “The requested title: <span class="FM_Emphasis">[Constituent Title] </span>is bound with the title: <span class="FM_Emphasis">[Host Title]</span>.” </p>
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<p class="indent2">
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<img alt="boundwithmessageitemrec.jpg" style="margin-bottom: 0.000pt;width: 394;height: 196;" id="image1" src="boundwithmessageitemrec_394x196.jpg" /> </p>
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<p>The text for these messages can be edited in Polaris WebAdmin. </p>
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<p>Although the hold request for the constituent title is actually placed on the host record, the constituent’s title and author is printed on notices and hold slips. </p>
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<p>When a user places either a bibliographic-level or item-level hold request for the host record, the host’s title information displays, and the request is placed as usual without any note about the constituent titles.</p>
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<h2><a name="TOC_Placing_a_Request_in_the1"></a>Placing a Request in the Staff Client</h2>
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<p>Upon placing a hold within the Polaris staff client for a constituent title, the user is notified with a message that the item is linked to a host bibliographic record and the request will be listed under that title. Because no item records are linked to a constituent record, item-level requests are not possible for constituent titles.</p>
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<p>For both bibliographic and item-level requests from the host entry, the behavior and displays—for example blocks when placing, request routing and trapping—are no different from normal request behaviors.</p>
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<h2><a name="TOC_Duplicate_Detection_for"></a>Duplicate Detection for Hold Requests</h2>
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<p>To ensure a user does not place a hold on two different pamphlets within the same physical volume, additional functionality exists for duplicate detection. </p>
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<p>If a request is placed on either a host or any constituent titles, that request is considered a duplicate if:</p>
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<ul type="disc">
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<li>
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<p class="FM_Bullet">Any of those requests are for the same patron.</p>
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</li>
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<li>
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<p class="FM_Bullet">Any of those matching requests have a status of Inactive, Pending, Active, Shipped, or Held.</p>
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</li>
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<li>
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<p class="FM_Bullet">Another request exists for the host title or for any constituent title associated with the host. </p>
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</li>
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</ul>
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<h2><a name="TOC_Hold_Request_Workform"></a>Hold Request Workform Data and Display</h2>
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<p>When a request is placed for a constituent part, the <b>Constituent title</b> and <b>Constituent author</b> fields are populated in the hold request workform. Furthermore, if a request is placed for a constituent, the result set displays the constituent title. If a request is placed for a host title, the result set displays the host title. When fields within the workform do not apply to the item, they are greyed out and unavailable for data entry. </p>
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<p class="indent2">
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<img alt="holdrequest_.gif" style="margin-bottom: 0.000pt;width: 513;height: 322;" id="image2" src="holdrequest__513x322.gif" /> </p>
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<p>Items within the Hold Queue workform display will have <img alt="bwholdqueicon.gif" style="margin-bottom: 0.000pt;width: 30;height: 31;" id="image3" src="bwholdqueicon_30x31.gif" /> placed next to the item, to identify requests on constituent parts. Additionally, if a constituent title is requested within the staff client, a note is added to the Hold Request workform in the PAC display field. </p>
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<p class="indent2">
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<img alt="pacnote.gif" style="margin-bottom: 0.000pt;width: 378;height: 192;" id="image4" src="pacnote_378x192.gif" /> </p>
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<p>This note displays within the PAC as well, in the designated PAC display note field. </p>
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<p class="indent2">
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<img alt="pacdisplaynote2.gif" style="margin-bottom: 0.000pt;width: 221;height: 214;" id="image5" src="pacdisplaynote2_221x214.gif" /> </p>
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<h2><a name="TOC_Searching_Hold_Requests"></a>Searching Hold Requests and the Hold Request Queue </h2>
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<p>Using the hold request find tool, a title search for a constituent title will retrieve any hold requests placed for the title. It will not include requests placed directly for the host. If the host title is searched, the result list includes all requests placed for the host and any placed directly for constituents.</p>
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<p>The hold request queue workform header displays both the host information and the constituent title and author if the workform is accessed through any of the following methods: </p>
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<ul type="disc">
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<li>
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<p class="FM_Bullet">A constituent bibliographic record</p>
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</li>
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<li>
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<p class="FM_Bullet">A constituent request</p>
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</li>
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<li>
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<p class="FM_Bullet">A request search that retrieves a constituent request for a constituent title</p>
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</li>
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</ul>
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<p class="indent2">
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<img alt="patronstatusholdrequest.gif" style="width: 327.205pt;height: 105.879pt;margin-bottom: 0.000pt;" id="image6" src="patronstatusholdrequest.gif" /> </p>
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<p>Within the Holds queue the bound-with icon <img alt="bwholdqueicon00027.gif" style="width: 30;height: 18;" src="bwholdqueicon00027_30x18.gif" class="imginline" /> will display to indicate the request is placed on a constituent part. The icon overrides other icons that may display, such as the Borrow by mail or item-request icon<span style="">.</span> The icon displays in the following listviews: </p>
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<ul type="disc">
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<li>
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<p class="FM_Bullet">Request manager</p>
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</li>
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<li>
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<p class="FM_Bullet">Patron Status, requests</p>
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</li>
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<li>
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<p class="FM_Bullet">Request find tool</p>
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</li>
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.2</span></td>
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PPboundwith.fm" /><title>Notices, Slips, Receipts and Other Data Displays</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services/PPboundwith/Bound-With_Notices,_Slips,_Receipts_and_Displays.htm">Open topic with navigation</a>
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<h1><a name="kanchor4803"></a><a name="IX_Notices_Slips_Receipts"></a><a name="XREF_30009_Notices_Slips"></a>Bound-With Notices, Slips, Receipts and Displays </h1>
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<p>When a request is placed on the host record, all print, e-mail, and phone hold notices use the title and author from the host record. If the request has been placed on the constituent record, all print, e-mail, and phone and phone export notices include the constituent title, with the text “Included in [Host title]”. There is a 100 character limit for the host title, including the default text and the constituent title. As a result, the system is configured to allow 43 characters for the host title and 43 characters for the constituent title. Titles exceeding this character count will be cut off at 43 characters.</p>
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<p>Hold slips and pickup slip formats for holds placed on the host record will use the title for the host record. The same behavior applies for constituent titles, with the hold slips and pickup slip formats using the constituent title. For both titles, there is a 25 character limit. </p>
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<p>For items that are converted to an ILL, the request will be based upon the host record data. Constituent title data in the hold request will not be copied to the ILL request.</p>
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<p>See also <a href="Circulating_Bound-With_Materials.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Circulating Bound-With Materials</span></a>.</p>
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.2</span></td>
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services/PPboundwith/Circulating_Bound-With_Materials.htm">Open topic with navigation</a>
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<h1><a name="kanchor806"></a><a name="IX_Bound_With"></a><a name="XREF_62130_Circulating_Bound"></a>Circulating Bound-With Materials</h1>
|
||||
<p>In a bound-with group, a single bibliographic record acts as the “host” record representing the title of the bound volume, and one or more bibliographic records act as “constituent” records representing the titles bound together in the volume. A single bar-coded item record represents the physical bound volume, and the host record’s circulation settings apply to all the constituent records, which do not have linked item records.</p>
|
||||
<p>In addition, all processing for the following functions, as well as for remote storage and closed stacks, is determined by the host record for the item: </p>
|
||||
<ul type="disc">
|
||||
<li>Transaction data</li>
|
||||
<li>Borrow by mail</li>
|
||||
<li>SIP</li>
|
||||
<li>NCIP</li>
|
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<li>Holds <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">RTF<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>Requests-To-Fill or RTF processing
|
||||
sends hold requests to designated libraries in a specified order. A library chooses to fill or deny the request. The request is routed until it is filled, it expires, or every library denies it.</span></a> Processing</li>
|
||||
<li>Express Check</li>
|
||||
<li>Offline Circulation</li>
|
||||
</ul>
|
||||
<p>For statistical purposes, any transaction involving a bound-with item, such as check-out, check-in, hold request, etc., is counted as a single item and a single circulation transaction or a single request.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Bound-With_Holds.htm#XREF_49397_Holds">Bound-With Holds</a>
|
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</li>
|
||||
<li><a href="Bound-With_Notices,_Slips,_Receipts_and_Displays.htm#XREF_30009_Notices_Slips">Notices, Slips, Receipts and Other Data Displays</a>
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.2</span></td>
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Reference in New Issue
Block a user