FAQs: Placing Holds
| • | How do I place a hold if the user forgot his or her library card? |
| • | How do I place a hold for a user whose library privileges have expired? |
| • | How do I place a hold for an item not in hand? |
| • | How do I place Copy level holds on different copies of the same title for the same user? |
| • | Which library is used as the default pickup library? |
| • | How do I set a default expiration date to be used when placing holds? |
| • | How do I suspend a hold when I place it? |
| • | How do I place a hold for a new user? |
| • | How do I confirm a user’s address while placing a hold? |
| • | On Order Title Holds feature definition (FAQs: On Order Title Holds) |
| • | Can I place a hold on a circulation set? |
How do I place a hold if the user forgot his or her library card?
You can use the User Search Helper in the Place Hold wizard to search for the correct user record when the user cannot present a library card for you to scan.
How do I place a hold for a user whose library privileges have expired?
If selected in Helper properties to display, you can use the Renew User Privilege helper to extend the user’s library privileges.
If the user has a credit account and policies are configured to automatically pay privilege fees with money from the credit account, fees created when renewing a user’s privilege may be paid automatically with funds from the user’s credit account. For more information, see FAQs: Credit User Accounts.
You can also use the Renew Privilege wizard to renew a user’s library privileges.
How do I place a hold for an item not in hand?
Use the Item Search Helper in the Place Hold wizard to find the correct item record when its ID cannot be scanned.
How do I place Copy level holds on different copies of the same title for the same user?
In the Place Hold wizard, click the Current title field in the Item ID search to quickly place Copy level holds on different copies of a title for a user.
To place Copy level holds on different copies of the same title for the same user
| 1 | In the Holds group, click the Place Hold wizard. |
| 2 | Scan the user ID. |
| 3 | Use the Item Search helper to identify the title on which you want to place a hold. |
If a list of titles displays, select the title you want.
| 4 | If the title has multiple copies, the copies display in the Call Number/Item tab. Select the copy you want, and then click Place Hold. |
| 5 | Type hold information in the Place Hold window. |
Important: In the Level option, click Copy.
| 6 | Click Place Hold. |
The Complete window displays and shows a message that the hold was placed.
| 7 | Click Place Another Hold for This User. |
| 8 | Repeat the previous steps to place holds for each copy on which you want to place a Copy level hold. |
| 9 | When you have finished placing holds, click Close. |
Which library is used as the default pickup library?
SirsiDynix Symphony is delivered to use the workstation library (the library in which the hold is placed) as the default pickup library. Under Pickup Library Default in the Place Hold wizard properties, the system administrator can specify that the library of the user for whom the hold is placed will be the default pickup library.
How do I set a default expiration date to be used when placing holds?
To set a default expiration date that will be assigned when a hold is placed, type a number of days in the Days for Holds to Expire attribute in the Library wizard.
How do I suspend a hold when I place it?
If the user placing the hold knows that he or she will be on vacation or academic break while waiting for the item to become available, you can suspend the hold. When the hold is suspended, it cannot be filled or trapped for the specified period of time. When the suspension ends, the hold retains its place in the hold queue.
To suspend a hold when you place it
| 1 | In the Holds group, click the Place Hold wizard. |
| 2 | Scan the user ID. |
| 3 | Use the Item Search helper to identify the title on which you want to place a hold. |
If a list of titles displays, select the title you want, and then click Place Hold.
| 4 | Under Hold Info, enter the start date of the suspension (or use the Calendar gadget) in the Date Suspended box. |
| 5 | Enter the end date of the suspension (or use the Calendar gadget) in the Date Unsuspended box. |
| 6 | Click Place Hold. |
| 7 | Click Close. |
For more information about suspended holds, go to FAQs: Suspending Holds.
How do I place a hold for a new user?
Use the Register New User Helper in the Place Hold wizard to create a user record, and continue the hold process.
How do I confirm a user’s address while placing a hold?
Use the Confirm Address Helper in the Place Hold wizard to confirm or update a user’s address.
Can I place a hold on a circulation set?
If the Circulation Sets feature is configured for your system, you can place holds on circulation sets, as long as your site is also configured to use Blanket Holds. If your system is not configured for these features, and you wish to place holds on circulation sets, contact SirsiDynix Customer Support.
In the Place Hold wizard, when you scan a set ID, the wizard displays a list of items in the circulation set. You can select items in the set to be placed on hold.
When you place a hold for a circulation set, the system places a blanket level hold. The blanket hold will contain copy level holds for each item in the set. This is to ensure that only items included in the set are pulled to fill the hold. The normal rules for copy level holds will apply; that is, the hold range is not applied to copy level holds.
If you place a hold against a title that has items in a set, and the set does not allow items to circulate individually, the item in set will not be used to fill the hold nor allow the hold to be placed against it.
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