Circulation - Placing Holds
About
This article covers how staff can place holds in WorkFlows.
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...
3. At the top of the window where it says
Display property page, select
Never.
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.
Behavior Tab
- On the Behavior tab, make sure Display hold level is checked.
- Make sure the following settings are not checked:
- Display hold range
- Display recall status
- Display hold reserve
- Display 'First in queue'
Defaults Tab
On the
Defaults tab, make sure the following defaults are selected:
- Level: Title
- Range: Group
- Recall status: Don't recall
Helpers Tab
Check the box(es) for any helper buttons you want to appear at the top of the wizard.
Placing Holds
To place a hold for a user in WorkFlows:
1. Open the
Place Hold wizard (Circulation module > Holds toolbar > Place Hold).
2. Pull up the user's account by scanning her card or using the
User Search helper.
3. Use the
Item Search helper to enter the item ID of the material the user wants to put on hold (or scan the item if in-hand).
4. Select the user's preferred pickup location.
The hold level should default to
Title so that the system knows to select the first copy available in your sharing group or library. You can select
Copy on a case-by-case basis if you need the exact copy that matches the item ID, e.g. you need to mend your library's copy once it's returned.
5. Click
Place Hold.
You'll see a confirmation pop-up with options to place another hold or remove or modify the hold you just placed.
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