== Preconfigured Best-Hold Orders ==
-Evergreen comes with six preconfigured Best-Hold Selection Sort Orders to choose from:
+Evergreen comes with seven preconfigured Best-Hold Selection Sort Orders to choose from:
* Traditional
* Traditional with Holds-go-home
* Traditional with Holds-always-go-home
+* Traditional with Holds-chase-home-lib-patrons
* FIFO
* FIFO with Holds-go-home
* FIFO with Holds-always-go-home
The Holds-go-home and Holds-always-go-home options allow libraries to determine how long they want to allow items to transit outside of the item’s home library, before it must return to its home library to fulfill any holds that are to be picked up there. Libraries can set this time limit in the library setting *Holds: Max foreign-circulation time*. The Library Settings Editor can be found under *Administration -> Local Administration -> Library Settings Editor*.
+The Holds-chase-home-lib-patrons option is new in 3.5 and it gives primary ranking to a new weight, _Owning Lib to Patron Home Lib Proximity_, which looks at the proximity between Item Owning Library and Patron Home Library. The remaining default rakings in Holds-chase-home-lib-patrons are in the same order as the default rankings for Traditional with Holds-always-go-home.
+
== Create a New Best-Hold Selection Sort Order ==
To create a new Best-Hold Selection Sort Order, go to *Administration -> Server Administration -> Best-Hold Selection Sort Order*.
-. Click *Create New*.
+. Click *New Best-Hold Sort Order*.
. Assign your Best-Hold Selection Sort Order a *Name*.
-. Next, use the *Move Up* and *Move Down* buttons to arrange the fields in the order that you would like Evergreen to check when looking for the best hold to fill with an item at opportunistic capture.
-. Click *Save Changes* to create your custom Best-Hold Selection Sort Order.
+. Next, use the numeric selectors next to each field to set the order that you would like Evergreen to check when looking for the best hold to fill with an item at opportunistic capture.
+. Click *Save* to create your custom Best-Hold Selection Sort Order.
-image::media/best_hold_sort_order1.jpg[Best-Hold Selection Sort Order]
+image::media/new_bhsso.png[New Best-Hold Selection Sort Order]
== Edit an Existing Best-Hold Selection Sort Order ==
To edit an existing Best-Hold Selection Sort Order, go to *Administration -> Server Administration -> Best-Hold Selection Sort Order*.
-. Click *Edit Existing*.
-. Choose the Best-Hold Selection Sort Order that you would like to edit from the drop down menu.
-. Next, use the *Move Up* and *Move Down* buttons to arrange the fields in the new order that you would like Evergreen to check when looking for the best hold to fill with an item at opportunistic capture.
-. Click *Save Changes* to save your edits.
+. Find the Sort Order that you want to edit in the grid
+. Select the row you need to edit and access the _Actions Menu_. The _Actions Menu_ can be accessed in the upper right of the grid or by right-clicking the row.
+. Choose _Edit Selected_. You can also access the Edit feature by double-clicking on a grid row.
+. Next, use the numeric selectors next to each field to set the new order that you would like Evergreen to check when looking for the best hold to fill with an item at opportunistic capture.
+. Click *Save* to save your edits.
+
+image::media/edit_bhsso.png[Edit Best-Hold Selection Sort Order]
== Choosing the Best-Hold Selection Sort Order ==
The Best-Hold Selection Sort Order can be set for an Org Unit in the *Library Settings Editor*.
. Select the Best-hold selection sort order, or *Value*, from the drop down menu.
. Click *Update Setting*.
-image::media/best_hold_sort_order2.jpg[Library Settings Editor]
+image::media/bhsso_libsetting.png[Best-hold selection in the Library Settings Editor]
== Permissions to use this Feature ==
projects / evergreen-equinox.git / commitdiff
