Manage Hold Shelf Wizard

The Manage Hold Shelf wizard is used to view and process holds currently on the hold shelf. You can modify holds of all statuses in the list manually, and the wizard can analyze inactive holds and determine the next action, such as putting items into transit. By default, you see the holds for your login library: you can use the View Another Library's Holds Helper to select another library whose holds you want to view instead. However, you can only alter holds at your login library.

By default, WorkFlows prints hold slips automatically for each hold you modify that causes the item to be removed from the hold shelf (for example, WorkFlows would print a transit slip if you modified the Pickup At date (if slip printing behavior has been configured in this wizard). If you would rather print hold slips manually, enable the Print Slips Manually setting in the Manage Hold Shelf wizard properties.

To process holds

1

Select the types of holds you want to display in the list using the Active, Cancelled, Expired, and Suspended check boxes.

2

Select the holds you want to process. You can also use keyboard shortcuts to select multiple holds at once.

3

Do one of the following:

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For inactive holds, click Process Selected Inactive Holds. WorkFlows then determines what the next action on the inactive hold should be.

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For other holds, click Modify. You have the following options:

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Mark Item Missing—Marks the held item as missing. This also sets the hold to Unavailable and removes the item from the list of holds in the Manage Hold Shelf wizard. However, the hold record still has an active status, in the case another item can fill the patron's hold request.

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Modify Hold—Modifies the details of the hold.

Note: Items are always routed off the hold shelf after changing the Pickup Library, the Date Suspended range (if the Date Suspended range starts today), or the Date Unsuspended range. However, if you modify the available hold's Date Suspended range to start today using the Modify Holds for User or Modify Holds for Items wizards, the now unavailable hold still displays as suspended within the Manage Hold Shelf wizard.

Note: If you select more than one hold to modify at once, WorkFlows opens one window per hold at a time, displaying each one after another.

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Remove Hold—Removes the hold from the item.

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Cancel—Closes the dialog box.

You can also save spreadsheet documents (CSV format) of the holds in the list. To save a spreadsheet containing only certain specific holds, select from the list the holds you want to save, then click Export Selected Hold Items. To save a spreadsheet of all holds on the hold shelf or the list of processed hold results (if it has been configured to display in the Manage Hold Shelf Wizard Properties), click the Export Hold Shelf List Helper.

Related topics 

Overview

Manage Hold Shelf Wizard Properties

Export Hold Shelf List Helper