2.3. Volume and Copy Level Holds

Evergreen includes functionality allowing staff members to place holds on specific copies. NC Cardinal does not recommned this practice for patron holds requests, as Copy and Volume Level holds may take longer to fulfill and are more prone to Hopeless states. However, some situations may arise in which a specific copy is required, such as when a cataloger needs a specific copy to update labels. Rarely, a patron may request a specific copy, such as one with a special introduction or cover picture. In those situations, staff may place copy or volume level holds. 

What is the Difference Between Copy and Volume Level Holds?

A copy level hold targets a specific barcode. Only the item with that barcode may fulfill that hold request.

A volume level hold targets a call number ID. Any copy attached to that volume may fulfill that hold request. This does not mean that a hold on the barcode F PATTERSON will target any book with that call number. Instead, when placing the hold, staff select a specific call number at a specific library branch, and only items attached to that specific call number (identified in the database by a unique ID number) will fulfill that hold request.

Placing a Volume/Call Number Level Hold

1. Retrieve and display the bibliographic record.
2. Choose the appropriate volume (call number) in the Item Table. 
3. Click Call Number Hold under the "Holdable?" column. Your hold will be on any copy with the same call number and the same owning library.
   
4. Scan or type patron’s barcode into the "Place hold for patron by barcode" field then click Submit.
5. Edit patron hold notification fields as required and click the green "Place Hold(s)" button. Note the hold is identified as a CALL NUMBER Hold.

1. To place a copy (item) level hold, only possible within the Staff Client, retrieve and display the record.
2. Choose the appropriate copy (item) in the Item Table. If not displayed, change your search library to CARDINAL to display all copies.
3. Click Item Hold under the "Holdable?" column. Your hold will be on this specific copy.
   
4. Scan or type patron’s barcode into the "Place hold for patron by barcode" field then click Submit.
5. Edit patron hold notification fields as required and click the green "Place Hold(s)" button. Note the hold is identified as an ITEM Hold.

---

NC Cardinal is supported by the Institute of Museum and Library Services under the provisions of the federal Library Services and Technology Act (LSTA), as administered by the Library of North Carolina, a division of the Department of Natural and Cultural Resources.