Clearing Shelf-Expired Holds

  1. Items with Ready-for-Pickup status are on the Holds Shelf List. The Holds Shelf List can help you manage items on the holds shelf. To see the holds shelf list, select CirculationBrowse Holds Shelf.

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  2. The Holds Shelf List is displayed. Note the Actions for Selected Holds are available, as in the patron record.

    You can cancel stale holds here.

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  3. Use the column picker to add and remove fields from this display. Two fields you may want to display are Shelf Expire Time and Shelf Time.

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  4. Check the View Clearable Holds checkbox to list expired holds, wrong-shelf holds and canceled holds only. Expired holds are holds that expired before today’s date.
  5. Click the Print button if you need a printed list. To format the printout customize the Holds_shelf receipt template. This can be done in AdminWorkstation AdministrationReceipt Template Editor.
  6. The Clear These Holds button is lit up. Click it and the expired holds will be canceled.

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  7. Bring items down from the hold shelf and check them in.

Important

If you cancel a ready-for-pickup hold, you must check in the item to make it available for circulation or trigger the next hold in line.

Hold shelf expire time is inserted when a hold achieves on-hold-shelf status. It is calculated based on the interval entered in Local AdminLibrary SettingsDefault hold shelf expire interval.

Note

The clear-hold-shelf function cancels shelf-expired holds only. It does not include holds canceled by patron. Staff needs to trace these items manually according to the hold slip date.