Thursday, January 28, 2016

Dos and Don’ts of Changing the Hold Pickup Location

You can change the pickup location of a customer's hold, but only in certain circumstances...otherwise the hold will never be filled.

Scenario: your customer has moved and wants to pick up all their outstanding requests at the branch closest to their new home. It is okay to change the hold pickup location for a customer’s hold as follows:
  • The old and new pickup location must be within the same library jurisdiction. So you can change it from Clovis to Fig Garden. But never Beale Library (Kern County) to Fig Garden (Fresno County).*
  •  You can change the pickup location anytime before an item is attached to the request or if the status of the request / item = transit hold / transit request. If it's already on the hold shelf or expired, no dice. 
*Do NOT Change Pickup Locations from One Jurisdiction to Another Jurisdiction

Why? Because this method circumvents the holds rules in place for each jurisdiction so there's a good chance the hold will never be filled because the item will never appear on the pull list of an owning library. 

Yes, Horizon will let you change the pickup location from Beale Library (Kern County) to Fig Garden (Fresno County), but the request will never be filled. Even your customer is #1 in the queue, all the other requests will just jump over it as they are filled first. 

Some staff have tried to 'help' their customers who have been blocked from placing a hold on a title by making the request through say Kern County’s ValleyCat page (or in Horizon under a Kern County Location). After the request is made with a Kern County pickup location, they manually change it to one of Fresno's pick up locations. This 'work around' does not help the customer. In fact, it pretty much ensures they will never get the item - even if Fresno buys their own copies. 

The customer should wait and place a hold on that title when there are requestable copies available. Chances are that will occur shortly if it's a new popular title. If not, staff or the customer can make a Request for Purchase or an ILL as appropriate. 


rev. 5/2018