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Holds

Place hold steps:

  1. Click on the Place Hold Wizard
  2. Enter the patron's barcode. If unknown, search using the User Search helper
  3. Enter the item barcode. If unknown, search using the Item Search helper
  4. The default pickup location is your library. This may be changed.
  5. Select System level
  6. Select Group range
  7. Click the "Place Hold" button.  

View the holds manual for full details.

Clean Holds Shelf
Available holds expire after a set number of days. This is usually 7 work days, depending on the library. When you make a hold available, WorkFlows enters a "pickup by" date into the hold record. If the patron does not pick up the item by that date, the hold is cancelled and then moved on to the next person in the queue or routed for transit or reshelving. The expired hold appears on the daily Clean Holds Shelf report.

If the clean holds shelf items aren’t handled properly it can generate a notice and a patron is notified in error that an item is available for pickup. If checking an item, and you don’t put the item in transit it appears to be on the shelf even when it is physically intransit.

Please remember to watch the screen and respond properly. You also need to double check your properties to make sure that the Display hold instructions and Display transit instructions are checked. This would need to be done in Discharge and Bookdrop.

SAILS runs notices nightly notifying patrons that their available hold has expired.