Manage Hold Shelf Wizard Properties

You can change certain system settings for the Manage Hold Shelf wizard using the Set Properties window. The Manage Hold Shelf wizard allows you to set the following properties.

Display Property Page

You can choose when to display the Manage Hold Shelf wizard’s Set Properties window by selecting one of the following options:

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Wizard Startup—Displays the Set Properties window the first time you access the wizard until you end the wizard session or log off the client.

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Never—Does not display the Set Properties window the first time you access the wizard. If Never is selected and you want to open the Set Properties window, point to the wizard’s toolbar button, right-click, and then click Properties on the shortcut menu.

Depending on the value selected in Display Property Page, defaults may appear as the first step of the wizard. Property values that are changed in the first step of a wizard are retained only until the right-click method is used to set properties.

Behavior

On the Behavior tab, select or clear any of the following check boxes.

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Display Results Table—Determines whether the wizard should display a table for results of hold modifications made within the wizard. If this attribute is enabled, you get the choice to export the contents of this table when using the Export Hold Shelf List helper.

Configure Columns

Holds Table—Specifies the columns of information that should display in the Holds table. Use the Holds Table gadget to select the columns you want to display. The order of the columns within the gadget determines the order in which they display in the Holds Table; use the Up and Down arrows within the gadget to change the column order. See Table columns for the information you can configure to display in this table.

Results Table—Specifies the columns of information that should display in the Results table. Use the Results Table gadget to select the columns you want to display. The order of the columns within the gadget determines the order in which they display in the Results Table; use the Up and Down arrows within the gadget to change the column order. See Table columns for the information you can configure to display in this table.

Table columns

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Title—Specifies the title of the item on hold.

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Author—Specifies the author of the item on hold.

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User Name—Specifies the name of the user to whom the hold belongs.

Note: If the user has an alternate hold ID in their user record, WorkFlows displays the alternate hold ID in this column instead of the user's name. For more information about the alternate hold ID, see Configuring an Alternate Hold ID.

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Item ID—Specifies the item ID of the item on hold.

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User ID—Specifies the user ID of the user to whom the hold belongs.

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Expiration Date—Specifies the expiration date of the hold.

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Pickup By—Specifies the Pickup By date of the hold.

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Date Suspended—Specifies the date the hold was suspended, if any.

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Date Unsuspended—Specifies the date the hold was unsuspended, if any.

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Call Number—Specifies the call number of the item on hold.

Configure Properties

Mark the Allow box corresponding to the behaviors you want to enable.

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Print Available Hold Slips—Prints slips for items that are now available to satisfy a hold.

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Print Transit Slips—Prints slips listing the library to which the item is to be sent. (This check box displays only for multilibrary systems.)

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Print Reshelving Slips—Prints slips listing the location where the item is to be reshelved.

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Print Hold Wrapper Slips—Prints slips with user, hold, and/or item information for items to be placed on a self-service holds shelf.

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Print Slips Manually—By default, the Manage Hold Shelf wizard automatically prints all slips during the processing of hold records. If you would rather print these slips yourself, check this box.

For more information on configuring available hold slips, transit slips, and reshelving slips, go to Receipt Printing Properties. For information on configuring hold wrappers, see Receipt Printing Properties for Hold Wrapper Slips.

To use the wizard slip printing function, you must define receipt printer availability options by selecting the Preference menu, pointing to Peripherals, and selecting the Receipt Printer option.

Configure Processing Options

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Export Selected Hold Items—Displays the Export Selected Hold List button. This option allows you to save a CSV format spreadsheet containing information on specific holds you select from the list of holds.

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Reprint Hold Slips—Configures the Reprint Hold Slips button to display in the wizard. This option allows you to reprint hold slips for any active holds you select that have already had a hold slip printed.

Defaults

On the Defaults tab, set the following values for displaying holds of the following types by default when a staff member opens the Manage Hold Shelf wizard.

Show Holds

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Show Active Holds—Shows active holds in the list of holds when the wizard opens.

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Show Cancelled Holds—Shows cancelled holds in the list of holds when the wizard opens.

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Show Expired Holds—Shows expired holds in the list of holds when the wizard opens.

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Show Suspended Holds—Shows suspended holds in the list of holds when the wizard opens.

Note: Only holds with a Date Suspended range that includes the time the Manage Hold Shelf wizard is opened display in the list of holds. If you modify the available hold's Date Suspended range to start today using the Modify Holds for User or Modify Holds for Item wizards (and the corresponding wizard does not have the Remove From Hold Shelf property enabled), the now unavailable hold still displays as suspended within the Manage Hold Shelf wizard. However, if the available hold is suspended using the Modify option in the Manage Hold Shelf wizard, WorkFlows automatically routes the item off the hold shelf.

Default sort by columns

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Primary sort—Specifies which column WorkFlows should use by default to sort the list of hold records in the wizard. WorkFlows uses the column you select for this attribute as the first sorting criterion, prioritized above the default secondary and tertiary sorts, if they exist. Select Ascending or Descending to determine the order of the sort.

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Secondary sort—Specifies which column WorkFlows should use by default to sort the list of hold records in the wizard. WorkFlows uses the column you select for this attribute as the second sorting criterion, prioritized after the default primary sort but before the default tertiary sort, if one exists. Select Ascending or Descending to determine the order of the sort.

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Tertiary sort—Specifies which column WorkFlows should use by default to sort the list of hold records in the wizard. WorkFlows uses the column you select for this attribute as the last sorting criterion, prioritized after the default primary and secondary sorts. Select Ascending or Descending to determine the order of the sort.

Default sort by columns for results table

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Helpers

On the Helpers tab, you can select the helpers you want to display in the Manage Hold Shelf wizard.

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Export Hold Shelf List Helper

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View Another Library's Holds Helper