Modify Item Holds Wizard

The Modify Item Holds wizard is used to modify one or more holds on an item.

To modify holds on an item

In the Holds group, click the Modify Item Holds wizard.

Do one of the following:

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In the Item ID box, scan the item’s barcode.

Note: If you want to use an RFID pad device to scan an item, be sure to scan it in isolation from other items so you can perform the appropriate action for that item. If you place more than one item on the RFID pad at a time, the RFID pad scans all the items in rapid succession, and WorkFlows only displays the information for the last item scanned.

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Use the Item Search helper to search for the item. If a list displays, select the item you want, and then click Modify.

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Type the item barcode in the Item ID box, and click Get Item Information.

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If the Current button is available, click the button to select the last item record that was displayed, modified, or added.

In the List of Holds list, the user for whom each hold was placed, the item’s recall status, pickup location, date by which the hold must be picked up, expiration date, hold status, comments, record status, beginning and ending dates of the hold suspension, and mail service may appear. A Modify check box also displays next to each hold.

Note: If the item has any exceptions, a status alert window may display.

Click the glossary links to display more detailed information.

Do one of the following:

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To modify all of the item’s holds, select the Select All check box.

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To modify selected holds, select the Modify check box next to the hold or holds you want to modify.

Click Modify.

The Modify Holds for Item window appears.

Modify the following information, and then click OK. For more information on these fields, go to Frequently Used Hold Fields.

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Allow Recall permits the item to be recalled to fill the hold.

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No Recall does not allow the item to be recalled.

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Recall Now (RUSH) specifies that the current user’s charge due date is changed to the current date.

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Pickup At specifies the pickup library for the hold.

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Pickup By specifies the date on or by which the user must pick up the available hold before it expires on the Holds shelf.

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Expires specifies the expiration date of the hold.

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Date Suspended specifies the beginning date of the hold’s suspension.

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Date Unsuspended specifies the ending date of the hold’s suspension.

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Comment allows you to type optional text to display with the hold information. When editing comments, you can select one of the following options.

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Append add text at the end of the existing comment.

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Replace replaces existing text with another comment.

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Remove removes the existing comment.

After modifying the item hold, select one of the following options:

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Modify to make more changes to this hold.

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Modify Another Item’s Holds to modify another item hold.

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Close to exit this wizard.