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  1. Alison Pruntel
  2. Sierra/ Millennium/ Encore
  3. Wednesday, 26 September 2018
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*Apologies if you already read my plea on the Sierra listserv*

I copied a query several years ago to find "problem holds." I believe it was a query I picked up from this list, but cannot find it for the life of me. Another staff member accidentally changed some things in the query and now I'm questioning what is being flagged/picked up.

I am trying to flag holdings where a hold exists, but the only attached items are all missing, on search, etc., so might need to be reordered.

I *think* the query I had was:

ITEM Hold Status equal to "0" AND (ITEM STATUS equal to "m" OR ITEM STATUS equal to "s" OR ITEM STATUS equal to "$" OR ITEM STATUS equal to "d";)

--Note: I don't know why a smiley face is showing up at the end of my query when I put it on the forum; please disregard


The record type to be stored is/was ITEM.

m = missing
s = on search
$ = lost & paid
d = damaged

I'm starting to wonder if I'm truly finding what I need. I probably need to expand my item statuses, but the above is what our previous collection development person wanted to focus on.

Also, I don't know about that Hold Status field. I don't know where I got the value 0 (zero) means exist (you type in a value, no choice involved)...cannot find this documented anywhere - is this in the manual and I'm just missing it?

Any advice/are you doing something similar?

P.S. I don't use SQL at this point, just Create Lists.

Alison

Alison Pruntel
Manager, Library Technology & Technical Services
Fauquier County Public Library
11 Winchester St.
Warrenton, VA 20186
540.422.8515
https://fauquierlibrary.org

alison.pruntel@fauquiercounty.gov
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HI Alison,

We use two queries (or review files in Create Lists) to do just what you're describing.

Every month we run a query to suppress our Billed, Missing, and Lost and Paid items For this search, the store record type is "Item", the search type is "Range" and the query is:

ITEM ICODE2 equal to "-" AND (ITEM STATUS equal to "$" OR ITEM STATUS equal to "m" OR ITEM STATUS equal to "n";)

Before we suppress the items, we run a separate search on these items to find holds. For this search, the store record type is "Bib", the search type is "Review", and the query is:

BIBLIOGRAPHIC HOLD exist OR ITEM HOLD exist

This search saves the bib records of those materials with holds. We then look through this list and deal with the holds accordingly.

Since our "find holds" search is saved as a separate review file, we also use it to find holds on other problematic materials. For example, we use it twice a month to find holds on available items and monthly to find "On Search" items with holds.

Any problem holds that we find with our find holds query usually get appended to a separate review file for storage so that staff can review (eg. last copy gone- reorder?).

Hope that helps! Let me know if you have any questions.

Laura Knudsen
Digital Systems Specialist
Idea Exchange
1 North Square, Cambridge, ON N1S 2K6
519.621.0460 x154

lknudsen@ideaexchange.org
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If you search for “Item Record Property Fields” in the Sierra Documentation you’ll find a list of all the Create Lists searchable fields for item records.

It shows the definition for Hold Status “0” to be “on hold.”

Another way to search for item-level holds is to search for ITEM HOLD EXIST but I believe that will give you items on the Holdshelf as well.



Dorothea Richards

Senior Applications Support Analyst

Kent State University Libraries

330.672.1674

[email]alison.pruntel@fauquiercounty.gov[/email]












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Thanks Dorothea! I was searching “item status” “hold status,” etc. and not finding anything, figured I must have imagined it all.




Alison Pruntel

Manager, Library Technology & Technical Services

Fauquier County Public Library

11 Winchester St.

Warrenton, VA 20186

540.422.8515

https://fauquierlibrary.org






From: Innovative Users Group <discussions@innovativeusers.org>


Sent: Wednesday, September 26, 2018 1:45 PM

To: Pruntel,Alison <Alison.Pruntel@fauquiercounty.gov>

Subject: [IUG] [#12508]: Find Holds Where Items Have Specific Status (Reply)















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Dorothea Richards replied to the discussion
RE: [IUG] [#12508]: Find Holds Where Items Have Specific Status

















Hello,

This is a notification to let you know that Dorothea Richards has replied to the discussion on the site. You may find the snippet of the reply below:














If you search for “Item Record Property Fields” in the Sierra Documentation you’ll find a list of all the Create Lists searchable fields for item records.



It shows the definition for Hold Status “0” to be “on hold.”



Another way to search for item-level holds is to search for ITEM HOLD EXIST but I believe that will give you items on the Holdshelf as well.







Dorothea Richards



Senior Applications Support Analyst



Kent State University Libraries



330.672.1674



[email][email]alison.pruntel@fauquiercounty.gov[/email[/email]]

























[email]dricha50@kent.edu[/email]











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  2. 1 year ago
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Hi Dorothea and everyone else on this thread,

I just tried using the Hold Status = 0 and still ended up with items On Holdshelf in my results. I also used Hold Status not equal to i and not equal to t - still getting bibs that have attached items with both On Holdshelf and In Transit and no other statuses that would cause them to be on the list. I'm stumped.

Further to this conversation... what do other libraries do once they find a large number of items or bibs that have holds but are no longer available? Is there a way to mass cancel the holds ? We do it one by one and leave a msg on the patron's file. This is a huge staff time black hole, as you can imagine!
Thanks,
Anna Dundas
Supervisor, Collection Services
London Public Library
anna.dundas@lpl.ca
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