Item vs. Bib Hold Requests

As most of you know, one of the very nice features in our catalog is the ability to request items that are either checked out or at another location. However, there are two different ways to request a title. You can either do a "bib level" request or an "item level request." (See this post for a refresher on the difference between a bib and item record.)

Placing a Bib Level Request
Bib level requests are the most common type of requests. Let's assume that I was interested in requesting Brain Rules for Baby, by John Medina. There are two different ways that a bib level request can be placed. Let's say that I started searching for this book using a Title Keyword search for the term brain rules. As you can see, this returns a couple of results. Each result shows a Request Item button on the right side of the screen. Clicking this button will result in a bib level request. At this point, I could also choose to click on the correct title to go to the full bib display for this title. In this case, there is another Request Item button that shows in the bottom right corner of the screen that will also allow me to make a bib level request.

Placing an Item Level Request
There are cases in which an item level request is more appropriate. To place an item level request, first go to the full bib of the record you are interested in. Then scroll down to the Copy/Holding information section. This section shows each physical copy that is owned by the library district. Find the specific copy you are interested in requesting and then click the corresponding Request Copy link on the right side of the screen.

Disadvantages of Item Level Holds
There are trade-offs to using either the bib or the item level request. The biggest problem with an item level request is that you could be passed by in the queue if a book came available other than the specific copy you requested.

For instance, let's pretend that I was interested in a book that was currently checked out at all the locations that owned it. Because I tend to visit Carbon Valley the most, I chose to place an item level hold for it. However, Farr Library's copy was returned before Carbon Valley's copy. If I had placed a bib level request for this book, once the book was checked in at Farr, it would have told the system to place it in the courier to send down to me at Carbon Valley. However, because I told the system I only wanted Carbon Valley's copy, the Farr copy will skip me and go to the second person in the queue.

The other major danger of placing an item level hold is that even though the item looks like it's available at your chosen library, it could have been stolen or misplaced and that copy cannot be found. When the librarians run the list of holds to pull, they will search for this item. However, if they can't find it, they will put it in trace status and will look for it later in more detail. If they still can't find it, they will change it to a missing status. Because you placed an item level hold, you are stuck with requesting that specific item during this entire process even if you could have received a copy from another library faster.

Advantages of an Item Level Request
In general, I suggest performing a bib level request. However, there are cases where an item level request is more appropriate.

• For newer TV Series, the entire season is checked out at one time. However, some of our older TV Series still have each disc attached to a different item record. Thus, you must do an item level request for disc 1 and then disc 2 and so on. You can see an example of this type of record if you look at Babylon 5: Season 1.
• Magazines are a similar example to the one above. In order to request a specific issue, you must choose the specific copy request option. You can see an example of this with Martha Stewart Living.
• Guidebooks are another example where each item may be different than the overall bib. In general, each item will be a different year that the guidebook was published. You can see Rick Steves' Best of Europe for an example of this type of record.
• You see an item is currently checked in at the library you plan to visit. There is some risk here because as I noted above, the item may be stolen or misplaced. Also, if it's a very popular item, another borrow may pick up the item and check it out before our staff have a chance to pull it for you. The borrower holding an item in their hand always has priority over a borrower who requested the item but it hasn't been pulled for them yet.

Where does a Bib Level Request come from?
Currently, Horizon isn't doing any location prioritization at all. Requests appear on the pull list of whichever library owns the item and is the next to run their pull list. This means that if I did a bib level request for an item that was available at both Erie and Carbon Valley and chose a pickup location of Carbon Valley, I may get the Erie copy if Erie staff run their pull list first. I have heard a rumor that there is a way to force the item to appear on the pull list of the pickup location if there are multiple copies available. However, this is something that I will have to explore further before we can try implementing it.