Hold-to-Item Ratio Buying (On Order Titles)
The Hold-to-Item Ratio Buying tool provides title-level purchase recommendations based on a user-entered hold-to-item ratio. The tool recommends purchase of additional copies necessary to meet the library’s hold-to-item ratio.
Decision Center provides two Hold-to-Item Ratio Buying tools. This page describes the tool that makes buying recommendations for titles that are on order and have never had attached item records.
To generate buying recommendations based on current holdings (including titles where all attached items have been weeded), see Hold-to-Item Ratio Buying (Current Holdings).
When you run Decision Center, you choose which tool to use before you specify the initial filters.
The Hold-to-Item Ratio Buying tool includes the following components:
Initial Filters
You can set the following filters to configure this tool:
Location
The Location filter options reflect the branch locations recognized by your library system. The data is limited to the Owning Locations you select. You can select any number of available locations, but you must select at least one to run the tool. The default is All Locations.
Locations
To determine the location, Decision Center first identifies the location code (shelf code) in the item record. The system then looks up the location code in the Locations Served file and uses the associated branch location code. (For more information on the Locations Served table, see the Sierra WebHelp or the Millennium Innovative Guide & Reference.) The descriptive name associated with the branch location code comes from the Branches file. (For more information on the Branches table, see the Sierra WebHelp or the Millennium Innovative Guide & Reference.) If the system cannot find the location code or the branch name in the Locations Served file, Decision Center displays the location code that appeared in the item record.
When you filter this report by Location, the hold-to-item ratio incorporates holds placed with a pickup location of the specified branch and items with an owning location of the specified branch.
Material Type
The Material Type options reflect the material types recognized by your library system.The report data is limited to the material types you select. You can select any number of available material types, but you must select at least one to run the report. The default is All Material Types.
Material Types
Decision Center recognizes up to 32 material types. To determine the Material Type for reports, Decision Center takes the material type code from each bibliographic record, and then finds the corresponding descriptive name in the Fixed-length Fields table. (For more information on fixed-length fields, see the Sierra WebHelp or the Millennium Innovative Guide & Reference.) If no descriptive name exists for a valid code, Decision Center uses the material type code as the column or row heading. If the material type code does not exist in a bibliographic record, is an empty string, or consists only of spaces, the system uses the heading Unknown.
Hold-to-Item Ratio Greater Than
Limits the results to items that exceed the specified hold-to-item ratio.
Data Columns
The following data columns appear in the results:
Title
The title, taken from the title field of the bibliographic record. Each title entry links to the corresponding Title Details page.
Author
The name of the author, taken from the author field of the bibliographic record.
Each author's name is a link to the Author Details page.
First Order Date
The date on which the first order record was created for a title.
Hold Queue
The number of holds currently in the queue.
On Order Copies
The number of copies on order.
Hold to Item Ratio
The ratio of current holds to owned items.
Estimated Price per Copy
The per-copy price of the item taken from the E-PRICE field of the order record.
Copies to Buy
The number of copies to buy based upon tool calculations.
Click the lock icon to prevent Decision Center from changing the specified Price per Copy and Copies to Buy values for the row. Locked rows are not affected when you change other values and apply the remedy filters.
Extended Amount
The total cost of the recommended purchase, that is, the list price times the number of copies to buy.
Remedy Filters
You can apply the following filter to modify the results:
Purchase Amount
Limits the results to the specified amount as the maximum total expenditure.
