When Available holds have expired, been cancelled or suspended while on the hold shelf, the Manage Hold Shelf Wizard should be used to break the tie between the patron and the hold.
Accessing Manage Hold Shelf Wizard
- From the CIRC toolbar, click on the Manage Hold Shelf wizard located in the Holds group.
- A list of holds that need to be processed will be displayed. If you need to print a list of cancelled, expired, and suspended items, see the Printing a List of Items on the Hold Shelf section at the bottom of this article.
Processing Holds
- To process the hold, locate the item in the Manage Hold Shelf list and click on it.
- Click on the Process Selected Inactive Holds button.
- A Next Action box will pop up stating what needs to be done with the item.
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An item needing to be reshelved | An item that is going to fill a hold | An item that needs to be sent to another location |
- Click on the Close button.
- The item processed will now show in the processed area.
- Continue to process all the items on the list.
It is recommended to process the items on this list daily. If the list is not maintained, items on the list will stay in HOLDS. The item will never be selected to fill any other hold
If the item cannot be located, check your shelves for the item. If it still cannot be located, check the item out to your XYZMISSING user as long as the item belongs to your library.
If the item is not yours, call the owning library and have them check their shelves for the item. If the item is not found ask them to check the item out to their XYZMISSING user.
If you have holds on your list that will not process, open a ticket or call SEO.
Printing a List of Items on the Hold Shelf
There is a bug in WorkFlows that when you use the File and Print option with the Manage Hold Shelf Wizard, all items, including those that are available will print. (SirsiDynix UNI-41302).
The easiest way to print Expired, Cancelled, and Suspended items is to copy and paste the list into a Word document.
After opening the Manage Hold Shelf Wizard:
- Highlight the list.
- Hold the CTRL key and the letter C on your keyboard to copy the list
- Open a Word document
- Hold the CTRL key and the letter V on your keyboard. This will paste the list.
- The list can then be printed from the document and taken to the hold shelf to retrieve the items.