Custom Holdings Paths

Configure Custom Holdings Paths

 Notes: 

• A custom holding path can contain up to 5,000 holding codes.
• Groups are applied to the request in the order set under Groups chosen for this path.  To alter the order of the selected groups, click and drag each group to the preferred placement. 
• The OCLC symbols contained within a Custom Holdings Group are sorted by turnaround time. Refer to Turnaround time for more information.

To add a custom holdings path:

1. Click Create New Custom Holdings Path.
2. Enter the Custom Holdings Path Name, and optionally, a Description.
3. Select the groups you want to include from the available Custom Holdings Groups or the available Profiled Groups and click Add.
   • Custom Holdings Groups: Locally configured groups that contain the OCLC symbols of preferred lenders for a particular category of borrowing activities. See Custom Holdings Groups for more information.
   • Profiled Groups and ERGs: Members of Profiled Groups are automatically updated by OCLC. See the OCLC Policies Directory, OCLC profiled groups for information on the available Profiled Groups. A similar type of Group called Enhanced Requestability Groups (ERGs) is available to library groups that subscribe to Resource Sharing for Groups. ERGs appear in the same lists as Profiled Groups, except that they are only available to be used by members of library groups who have a Resource Sharing for Groups subscription. ERGs are clearly identifiable as Enhanced Requestability Groups once they are clicked on and added to a Custom Holdings Path.
     • Enhanced Requestability Groups (ERGs) are Profiled Groups with an improved requestability response for participating group members. In order to improve fill rates and speed in-group fulfillment for group members, when the ERG group symbol is used to identify lenders and resulting lender key is informed by:
       1. Item availability
       2. Collection profiling
       3. Lender to borrower turnaround rate
       4. The group's custom load leveling
     • Custom Holdings Paths that contain Profiled Groups can only be completely applied via automations configured in the Automated Request Manager.  Lenders in a Profiled Group will only be added to a lender string if it is built through automation. To build a lender string that includes a Profiled Group in a Custom Holdings Path, configure an automation in Automated Request Manager. 
     • If you manually limit holdings to a Custom Holdings Path in the Tipasa staff interface that contains a Profiled Group, lenders from the Profiled Group will not be added to the lender string.
       • To build a partial lender string from the current Custom Holdings Path that does not include symbols from the Profiled Group, click OK on the warning message.
       • Or, click Cancel to close this window and either manually route this request to automation or select a different Custom Holdings Path.
     • Adding more than 5 Profiled Groups to one Custom Holdings Path may produce a page time out in Service Configuration. The groups will be added to the Custom Holdings Path, but you may see an error when saving.
4. Click and drag the selected groups in the Groups chosen for this path section to alter the order of the selected groups. Groups are applied to the request in the order set.
5. Click Save as New.

To edit a custom holdings path:

1. From the Custom Holdings Path drop-down, select the custom holdings path you want to edit.
2. Select the groups you want to include from the available Custom Holdings Groups or the available Profiled Groups and click Add.
3. Click and drag the selected groups in the Groups chosen for this path section to alter the order of the selected groups. Groups are applied to the request in the order set.
4. To remove a group from the Custom Holdings Path list, highlight the group and select Remove.
5. Click Save.

To delete a custom holdings path:

1. From the Custom Holdings Path drop-down, select the custom holdings path you want to edit.
2. On the bottom of the screen, click Delete Custom Holdings Path.
3. On the confirmation window, click OK.

Custom Holdings Paths fields

Note: Required fields are marked with an asterisk (*).