Circulation - Modifying Holds

Circulation - Modifying Holds

About

This article covers modifying existing holds.
To learn how your patrons can place holds using your online catalog, Enterprise, see Enterprise - Common Tasks.

Properties

Basics

Properties are workstation specific. To adjust properties:
1. Close the wizard that you want to adjust if it's already open.
2. Right-click on the wizard name and select Properties...
Right-click menu with Properties highlighted

3. At the top of the window where it says Display property page, select Never.
Display property page with Never option toggled on
If you select Wizard Startup, the properties window will open every time you open the wizard, and any changes you make to the properties will only last for the duration of the session.
4. If you have questions about settings, consult the Knowledge Base or press F1 (WorkFlows Help).
5. When you're finished making changes, click OK.
6. When you close WorkFlows, select Yes when prompted to save changes.
Properties have changed pop-up

Behavior Tab

On the Behavior tab, make sure the following settings are checked:
  1. Display suspension dates - allows you to suspend a hold(s) by displaying the Date Suspended and Date Unsuspended fields in the wizard.
  2. Remove from Holds Shelf - keep checked (default).  
  3. Make next hold available - keep checked (default).
  4. Allow editing of Pickup By date - allows you to modify a hold(s) pickup-by date.

Helpers Tab

From the Helpers tab you can select which helpers you'd like available at the top of the wizard screen -- User Search and/or Display User -- and whether you'd like the search helper screen to open automatically when you open the wizard.
If you decide to make the User Search helper available, make sure to adjust the helper settings, too, by clicking on the User Search button.

Modifying User Holds

Staff can modify a hold in two (2) ways:
  1. Modify the pickup location
  2. Suspend/unsuspend the hold, e.g., if a patron will be out-of-town and doesn't want her hold becoming available while she's gone, she can suspend it. As soon as the suspension period is over, the patron will regain her original place in the hold queue.

Modify Pickup Location

To modify the pickup location of a hold:
  1. Open the Modify User Holds wizard (Circulation module > Holds drop-down > Modify User Holds).
  2. Check the box(es) to the left of the hold(s) you want to modify.
  3. Click Modify at the bottom of the wizard.
  4. Select the preferred pickup location from the drop-down.
  5. Click OK.
  6. The update will be reflected in the Pickup location column.
Orange shapes and lines on a grey and white backgroundThe pickup location for the selected hold is being changed to BELGRADE.

Suspend/Unsuspend Holds

To suspend a hold:
  1. Open the Modify User Holds wizard (Circulation module > Holds drop-down > Modify User Holds).
  2. Check the box(es) to the left of the hold(s) you want to suspend.
  3. Click Modify at the bottom of the wizard.
  4. Enter the Date suspended and Date unsuspended using the diamond gadget buttons, which will give you calendar views and prevent you from entering dates in the incorrect format.
  5. Click OK.
  6. The suspension will be reflected in the Suspended and Unsuspended columns.
Orange shapes and lines on a grey and white backgoundBoth holds are being suspended from June 2nd to June 16th of 2023.

To modify a hold suspension:
  1. Open the Modify User Holds wizard (Circulation module > Holds drop-down > Modify User Holds).
  2. Check the box(es) to the left of the hold(s) you want to modify.
  3. Click Modify at the bottom of the wizard.
  4. Enter the Date suspended like before (if this date should stay the same) or adjust as necessary -- leaving this field blank will return an error.
  5. Adjust the Date unsuspended. For instance, the patron may want the suspension to end earlier than expected.
  6. Click OK.
  7. The update will be reflected in the Suspended and/or Unsuspended columns.

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