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2.2. Age Hold Protection

Age hold protection prevents selected items from filling holds requested for pickup at a library other than the owning library for a specified period of time.

In SPARK there are currently 3 Rules for age hold protection:

The following locations have some use of Age Hold Protection features:  Bedford, Blair, Cambria, CLEAR, LEHCAR, HUNT, MONROE (some stopped), PTLS, SOC, SSQ.

Let's talk about the best workflow for applying it (is it on your cataloging templates?) and for how it is removed.  In what situations do you use it and when do you not?   Does it work better with some other holds settings than others?

More Detail about Holds and Hold Order:

Proximity values define which organizational units are allowed to act as pickup libraries. The proximity values affect holds as follows:

  • "0" allows only holds where pickup library = owning library
  • "1" allows holds where pickup library = owning library, parent, and child organizational units
  • "2" allows holds where pickup library = owning library, parent, child, and/or sibling organizational units

Age hold protection rules use org unit proximity for calculating how far out into the consortium a "protected"/new item can transit.  The org unit proximity counts the "hops" between org units in the org unit tree hierarchy. 

Example: A proximity of 2 allows 2 "hops" between each of the libraries that are part of a sharing system. This allows an item to leave its home library, and hop once--either 1 hop up from itself to the local system and then make a second hop to any of the sibling org units--for a total of 2.  Items with the rules with "0" aren't making any hops at all--they're staying put within their home library.

Age protection will start with the copy's "active date", according to SPARK settings, and then protects new items for the period of time defined in the rule. After Age Hold Protection expires, the item will follow the library's existing transit/hold polices. (We need to learn how/when it is removed and if it is automatic--I think the protection stops, but the status seems to stick in the item record--or at least stays on the report.)

Age hold protection is applied to individual copy records during cataloging. It cannot be configured within hold policies.

To use Age Hold Protection, choose the desired rule in the Age-based Hold Protection box in the Holdings Editor screen.  Th

Software Development Notes:  There is a bug that effects items with over 100 holds that use Age Hold Protection.  EMPLS has stopped using this feature until this bug is corrected.

Data Cleanup Notes: Below, download a report showing counts of items at locations using Age Hold Protection.  Also see some samples of Age Hold Protected items.

Future Questions:  What is a best practice use of Age Hold Protection in a Resource Sharing Consortium?


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