Staff Client Help v7.3 - v8.0
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<h1><a name="XREF_59596_Cancel_a_hold"></a>Cancel hold requests</h1>
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<p><a name="kanchor1506"></a><a name="IX_cancelling"></a>When you cancel a hold request, items can no longer fill the request. However, the request remains in the Polaris database and visible on workforms. For recordkeeping purposes, you might choose to cancel rather than delete a request. Also, if a patron decides she wants a title after all, you can easily reactivate the canceled request (see <a href="Reactivate_hold_requests.htm#XREF_39613_Reactivate_hold">Reactivate hold requests</a>). You can manually cancel requests that are Active, Inactive, Pending, Not-supplied, or Shipped. </p>
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<p>To cancel holds that have the status Shipped, the option must be enabled on your system. For more information, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="../../UI_Ref/PRadminPat/hold_opt_staff_pac.htm">Hold Options Dialog Box - Staff Client and PAC Tab</a>.</MadCap:conditionalText></p>
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<p>To cancel one or more hold requests:</p>
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<p class="NoteShade"><b>Tip:<br /></b>You can also display the hold requests in the Patron Status workform - Holds view or the Holds Queue workform. Right-click the requests in the list, and select <b>Cancel Hold</b> from the context menu. In the Hold Request workform, you can select <b>Tools, Cancel</b> or click the Cancel button. In a Bibliographic or Item Record workform, select <b>Links, All Hold Requests</b>, right-click the request in the Linked Hold Requests dialog box, and select <b>Cancel</b> from the context menu.</p>
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<ol>
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<li value="1">Select <b>Circulation, Request Manager</b> from the Polaris Shortcut Bar.</li>
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<p class="indent2">The Request Manager workform - Hold Requests view appears.</p>
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<ol data-mc-continue="true">
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<li value="2">Select a library in the <b>Branch name</b> box and one of the following options in the <b>By</b> box, according to the requests you want to display: <ul type="disc"><li><b>Item</b> - Displays requests for items that are owned by the selected library</li><li><b>Patron</b> - Displays requests for patrons who are registered at the selected library</li><li><b>Pickup</b> - Displays requests to be picked up at the selected library</li></ul></li>
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<li value="3">Select a hold request status in the <b>Status</b> box. </li>
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<p class="indent2">You can cancel requests that are active, inactive, pending, not-supplied, or shipped.</p>
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<ol data-mc-continue="true">
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<li value="4">Select the requests to cancel.</li>
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<li value="5">Click the <span class="bold">Cancel</span> button above the Requests list or press <b>CTRL+L</b>.</li>
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<p class="indent2">The requests are no longer displayed because their status has changed to cancelled.</p>
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<h4>Related Information</h4>
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<ul type="disc">
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<li><span class="FM_BulletHead">Automatic cancellation</span> - Hold requests may be canceled <span class="FM_Emphasis">automatically</span> in certain circumstances:</li>
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<li>Your library may automatically cancel an unclaimed request when the held item is checked in. </li>
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<li>An item record is deleted, it is the last item attached to the bibliographic record, and an Active, Inactive, or Pending request is bound to the title. A message indicates that deleting the item record cancels the request. If you continue, Polaris cancels the request.</li>
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<li><span class="FM_BulletHead">Automatic deletion</span> - Your library may automatically delete canceled requests after a specified period. </li>
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<li><span class="FM_BulletHead">Cancellation by patrons</span> - Your library may allow patrons to view and cancel their hold requests from the PAC patron account.</li>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
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<h1><a name="XREF_26045_Filling_Denying"></a>Daily Request Processing</h1>
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<p><a name="kanchor4389"></a><a name="IX_See_requests_to_fill"></a><a name="kanchor4390"></a><a name="IX_staff_client_processing"></a><a name="kanchor4391"></a><a name="IX_managing_requests_to"></a>A recommended workflow is to review the status of hold requests once a day, using the Request Manager workform - Hold Requests view. This is important because other libraries may be requesting items from you, and activities may be taking place at other libraries that affect your patrons’ requests.<a name="kanchor4392"></a></p>
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<p>Check the following requests every day:</p>
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<p class="NoteShade"><b>Note:<br /></b>Your library may set up different descriptions for these hold request statuses. </p>
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<ul type="disc">
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<li><span class="FM_BulletHead">Pending</span> - Requests from other libraries for items with a status of In at your library. The list of pending requests is also known as Requests-to-Fill. See <a href="Manage_pending_hold_requests_Requests-to-Fill.htm#XREF_82845_Review_hold">Manage pending hold requests (Requests-to-Fill)</a>.</li>
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<li><span class="FM_BulletHead">Cancelled</span> - Delete or reactivate these requests. See <a href="Manage_Cancelled_hold_requests.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Manage Cancelled Hold Requests</span></a>.</li>
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<li><span class="FM_BulletHead">Not-supplied</span> - Delete or reactivate these requests, or convert them to interlibrary loan requests. See <a href="Manage_Not-supplied_hold_requests.htm#XREF_90243_Manage_cancelled">Manage Not-supplied hold requests</a>.</li>
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</ul>
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<p class="NoteShade"><b>Note:<br /></b>You can reactivate a Not-supplied request, but if the reason it was not supplied has not changed, the request becomes Not-supplied again.</p>
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<ul type="disc">
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<li><span class="FM_BulletHead">Unclaimed</span> - Pull these materials from the holds pickup shelf, and check them in. See <a href="Manage_Unclaimed_hold_requests.htm#XREF_46604_Manage_unclaimed">Manage Unclaimed hold requests</a>.</li>
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<li><span class="FM_BulletHead">Held</span> - The Held items to transfer list at the bottom of the Request Manager workform displays held items that need to be sent to another pickup location because the pickup location was changed. Open the hold request and check it in so that it is <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">trapped<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>An item is said to be trapped for a hold when an item that fills a request is scanned at circulation and the system links the item to a specific request, either automatically or by displaying a message that prompts you for a decision.</span></a> for the new pickup location. See: <a href="../PPckin/Check_in_a_held_item_with_changed_pickup_location.htm">Check-in a held item with a changed pickup location</a>.</li>
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<p class="Note"><b>Note:</b>
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<br />This list includes held items for which the pickup location was changed by a staff member or a patron (if your library allows patrons to change the pickup location from the PAC. For more information, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="../../Patron_Services_Admin/PDPrequests/Set_Holds_options_Enable_patrons_pickup.htm">Set Holds options: Enable patrons to change the holds pickup branch from the PAC</a></MadCap:conditionalText>).</p>
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<h1><a name="XREF_92666_Delete_hold"></a>Delete hold requests</h1>
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<p><a name="kanchor3332"></a><a name="IX_deleting_6"></a>When you delete a hold request, the request is removed permanently from the Polaris system. You can manually delete requests that are Cancelled, Expired, Inactive, or Not-supplied. </p>
|
||||
<p>To delete one or more hold requests:</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can also display the hold requests in the Patron Status workform - Holds view. Right-click the requests in the list, and select <b>Delete </b>from the context menu. In the Hold Request workform, you can select <b>File, Delete</b> or click the Delete button. In a Bibliographic or Item Record workform, select <b>Links, All Hold Requests</b>, right-click the request in the Linked Hold Requests dialog box, and select <b>Delete</b> from the context menu.</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Circulation, Request Manager</b> from the Polaris Shortcut Bar.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Request Manager workform - Hold Requests view appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select a library in the <b>Branch name</b> box and one of the following options in the <b>By</b> box, according to the requests you want to display: <ul type="disc"><li><p class="FM_Bullet"><b>Item</b> - Displays requests for items that are owned by the selected library</p></li><li><p class="FM_Bullet"><b>Patron</b> - Displays requests for patrons who are registered at the selected library</p></li><li><p class="FM_Bullet"><b>Pickup</b> - Displays requests to be picked up at the selected library</p></li></ul></li>
|
||||
<li value="3">Select a hold request status in the <b>Status</b> box. </li>
|
||||
</ol>
|
||||
<p class="indent2">You can delete requests that are Cancelled, Expired, Inactive, or Not-supplied.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Select the requests.</li>
|
||||
<li value="5">Click the Delete button above the Requests list, or press <b>CTRL+D</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">A message alerts you that deleting a hold request removes it permanently from the system. </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">Click <b>Yes</b> to confirm that you want to delete the requests.</li>
|
||||
</ol>
|
||||
<p class="FM_Heading4n">Related Information</p>
|
||||
<p><span class="FM_BulletHead">Automatic deletion</span> - Hold requests may be deleted <span class="FM_Emphasis">automatically</span> in certain circumstances:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet">Your library may automatically delete an unclaimed request when the held item is checked in. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Your library may automatically delete Expired, Cancelled, and Not-supplied requests after a specified period. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">When a non-holdable item is checked out to a patron who has a title-level hold request that the item would otherwise fill, the hold request (Active or Inactive) is deleted.</p>
|
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<h1><a name="XREF_20685_Deny_an_item_for"></a>Deny items for Requests-To-Fill</h1>
|
||||
<p><a name="kanchor5929"></a><a name="IX_denying_items"></a><a name="kanchor5930"></a><a name="IX_denying_for_RTF"></a>If you cannot or do not want to fill a hold for <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">RTF<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>Requests-To-Fill or RTF processing
|
||||
sends hold requests to designated libraries in a specified order. A library chooses to fill or deny the request. The request is routed until it is filled, it expires, or every library denies it.</span></a>, you deny the item from filling the request. The request itself remains Active, and after the next RTF process runs, the request is routed to the next library in the sequence. This is part of your library’s regular process of checking the Requests-To-Fill (RTF) report. Follow these steps if you cannot or do not want to fill one or more hold requests:</p>
|
||||
<ol>
|
||||
<li value="1">From the Request Manager workform - Hold Requests view, print the Requests-To-Fill report. See <a href="Fill_hold_requests_for_Requests-To-Fill.htm#XREF_25337_Fill_a_hold_request">Fill hold requests for Requests-To-Fill</a>.</li>
|
||||
<li value="2">Display the Requests-To-Fill list on the Hold Requests view by making the following selections:<ul type="disc"><li>Your branch in the <b>Branch name</b> box</li><li><b>Item</b> in the <b>By</b> box</li><li><b>Pending</b> in the <b>Status</b> box</li></ul></li>
|
||||
<li value="3">Select the items in the Requests list that you want to deny for hold.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you have the same reason for denying several or all holds, deny these items at the same time. If you have different reasons, deny the items separately.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Click <img alt="pbutDenyHold.gif" style="width: 17.567pt;height: 15.830pt;margin-bottom: -2.000pt;" id="image62" src="pbutDenyHold.gif" /> or press <b>CTRL+R</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Deny Item for Hold Request dialog box appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Select the reason for not supplying the item or items.</li>
|
||||
<li value="6">Do one of the following actions:<ul type="disc"><li>To prevent this particular item or items from filling the request, simply click <b>OK</b>. In this case, if your branch has other items that could fill the request, the request may appear again on the RTF list during the next RTF cycle.</li><li>Select <b>Deny all available items at this branch</b>, and click <b>OK</b>. In this case, the request does not appear again on the RTF list, even if your branch has other items that could fill the request.</li></ul></li>
|
||||
</ol>
|
||||
<p class="indent2">The Hold Requests view is displayed, but the request you denied no longer appears. After the RTF process is run, the request appears on the RTF list of the next library in the holds routing process.</p>
|
||||
<p class="FM_Heading4n">Related Information</p>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor5931"></a><a name="IX_ignoring_items"></a><a name="kanchor5932"></a><a name="IX_ignoring_for_RTF"></a><span class="FM_BulletHead">Ignoring an RTF item</span> - If you take no action on an item in the Requests list, it is automatically routed to the next branch in the sequence. After a library-specified number of days, if no other library fills the request, the system routes it back to your library.</li>
|
||||
<li><a name="kanchor5933"></a><a name="IX_not_supplied_reason"></a><span class="FM_BulletHead">Viewing a Not-supplied reason</span> - You can view a Not-supplied reason for a patron’s hold request on the Hold Request workform - Notes view. Scroll the Request Satisfied By list to the right. The far column is Not Supplied Reason. If a request was denied, an icon appears next to the bibliographic record control number. The icon is red <img alt="DenyHoldIcon.gif" style="margin-bottom: -4.000pt;width: 22;height: 20;" id="image64" src="DenyHoldIcon_22x20.gif" /> for a request denied by a staff member, and blue <img alt="DenyHoldIconSys.gif" style="width: 13.096pt;height: 13.096pt;margin-bottom: -2.000pt;" id="image65" src="DenyHoldIconSys.gif" /> for a request denied by the system. The system may deny a request from the PAC if a patron has exceeded the request limit for an item’s material type and all the items attached to the bibliographic record are this material type.</li>
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<h1><a name="XREF_93097_Display_holds_by"></a>Display Hold Requests by Selected Criteria</h1>
|
||||
<p><a name="kanchor5133"></a><a name="IX_displaying_all_by"></a>You can view hold requests by selecting criteria on the Request Manager workform - Hold Requests view. This is the method you typically use to manage holds at your branch. </p>
|
||||
<p>To display hold requests by selecting associated criteria:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Circulation, Request Manager</b> from the Polaris Shortcut Bar.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Request Manager workform - Hold Requests view appears.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>By default, when the view opens, all pending requests for your branch are listed. These are the requests you fill or deny in daily holds processing. See <a href="Daily_Request_Processing.htm#XREF_26045_Filling_Denying">Daily Request Processing</a>.</p>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/reqman1_600x404.gif" style="width: 600;height: 404;" alt="" />
|
||||
</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can open the Polaris Find Tool from the Request Manager workform to search for any hold request. Select <b> File, Open</b> on the Request Manager menu bar.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select a library in the <b>Branch name</b> box and one of the following options in the <b>By</b> box, according to the requests you want to display: <ul type="disc"><li><b>Item</b> - Displays requests for items that are owned by the selected library</li><li><b>Patron</b> - Displays requests for patrons who are registered at the selected library</li><li><b>Pickup</b> - Displays requests to be picked up at the selected library</li></ul></li>
|
||||
<li value="3">Select a hold request status in the <b>Status</b> box. For status descriptions, see <a href="Displaying_Hold_Requests.htm#XREF_54099_Displaying_Holds">Displaying Hold Requests</a>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>If an item in the list is a serial, the serial designation (<a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">enumeration<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>The designation reflecting the alphabetic or numeric scheme used by the publisher on an item or assigned when the holdings statement is created to identify the individual bibliographic or physical parts and to show the relationship of each unit to the unit as a whole.</span></a> and <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">chronology<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>The date(s) used by the publisher on a serially-issued bibliographic unit to help identify or indicate when it was published. The chronology may reflect the dates of coverage, publication, or printing.</span></a>) is added to the title. You may need to expand the title column to see the designation.</p>
|
||||
<p class="indent2">The Request Manager displays the requests matching your criteria, in the Requests list.</p>
|
||||
<blockquote>
|
||||
<ul type="disc">
|
||||
<li>If your library allows item-level or first-available-copy requests, these are indicated by the item-level icon <img alt="ItemHoldIcon00059.gif" style="margin-bottom: -8.000pt;width: 25;height: 24;" id="image25" src="ItemHoldIcon00059_25x24.gif" /> at the beginning of the request line.</li>
|
||||
<li>If your library does Borrow by Mail circulation, these requests are indicated by the Borrow by Mail icon <img alt="iconBBM00060.gif" style="width: 13.521pt;height: 13.521pt;margin-bottom: -4.000pt;" id="image26" src="iconBBM00060.gif" /> at the beginning of the request line. Item-level Borrow by Mail requests include an I in the Borrow by Mail icon <img alt="iconItemBBM00061.gif" style="width: 13.521pt;height: 13.521pt;margin-bottom: -4.000pt;" id="image27" src="iconItemBBM00061.gif" />.</li>
|
||||
</ul>
|
||||
</blockquote>
|
||||
<p class="NoteShade"><b>Examples:<br /></b>-To display all <b>Held</b> hold requests where Community Library is the pickup branch, select the following criteria: <b>Community Library</b> (<b>Branch name</b> box), <b>Pickup</b> (<b>By</b> box), and <b>Held</b> (<b>Status</b> box).<br />-To display all unclaimed hold requests (that is, held requests that were not picked up) where Community Library is the pickup branch, select the following criteria: <b>Community Library</b> (<b>Branch name</b> box), <b>Pickup</b> (<b>By</b> box), and <b>Unclaimed</b> (<b>Status</b> box).</p>
|
||||
<p class="indent2">Column headings for the Requests list and the available option buttons vary, depending on your selections. The workform’s status panel (lower right corner) displays the date/time of the last binding and the date/time of the last <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">RTF<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>Requests-To-Fill or RTF processing
|
||||
sends hold requests to designated libraries in a specified order. A library chooses to fill or deny the request. The request is routed until it is filled, it expires, or every library denies it.</span></a> (Requests-To-Fill) cycle. For more information about RTF processing, see <a href="Daily_Request_Processing.htm#XREF_26045_Filling_Denying">Daily Request Processing</a>.</p>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Local hold request report</span> - You can run a report that lists requests for which a specific branch is the pickup library. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Polaris_Basics/PIreports/Holds_Reports.htm#Holds">Holds Processing Reports</a>.</MadCap:conditionalText></li>
|
||||
<li><span class="FM_BulletHead">Borrow by Mail processing</span> - See <a href="../PPBorrowBM/Borrow_By_Mail_Circulation.htm#XREF_58531_Managing_Course">Borrow By Mail Circulation</a>.</li>
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<h1><a name="XREF_52341_Display_a_patron_s"></a>Display a Patron’s Hold Requests</h1>
|
||||
<p><a name="kanchor5090"></a><a name="IX_displaying_for_patron"></a>To display the hold requests for a specific patron:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Circulation, Patron Status</b> to find and display the patron’s record in the Patron Status workform. See <a href="../PPstart/Find_patron_services_and_related_records.htm#XREF_60305_Find_a_record_in">Find patron services and related records</a>.</li>
|
||||
<li value="2">Select <b>View, Holds</b> or click <img alt="PatronStatHoldsBtn.gif" style="width: 21;height: 18;" id="image19" src="PatronStatHoldsBtn_21x18.gif" class="imginline" /> to display the Requests view.</li>
|
||||
</ol>
|
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<p class="NoteShade"><b>Tip:<br /></b>If an item in the list is a serial, the serial designation (<a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">enumeration<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>The designation reflecting the alphabetic or numeric scheme used by the publisher on an item or assigned when the holdings statement is created to identify the individual bibliographic or physical parts and to show the relationship of each unit to the unit as a whole.</span></a> and <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">chronology<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>The date(s) used by the publisher on a serially-issued bibliographic unit to help identify or indicate when it was published. The chronology may reflect the dates of coverage, publication, or printing.</span></a>) is added to the title. You may need to expand the title column to see the designation. Similarly, you may need to manually expand the call number column (drag the right border of the column header) to see the entire call number.</p>
|
||||
<p class="indent2">The patron’s hold requests appear in the Polaris requests list.</p>
|
||||
<blockquote>
|
||||
<ul type="disc">
|
||||
<li>If your library allows item-level or first-available-copy requests, these are indicated by the item-level icon <img alt="ItemHoldIcon.gif" style="margin-bottom: 0.000pt;width: 16;height: 16;" id="image21" src="ItemHoldIcon_16x16.gif" /> at the beginning of the request line.</li>
|
||||
<li>If your library does Borrow by Mail circulation, these requests are indicated by the Borrow by Mail icon <img alt="iconBBM.gif" style="width: 13.521pt;height: 13.521pt;margin-bottom: -4.000pt;" id="image22" src="iconBBM.gif" /> at the beginning of the request line. Item-level Borrow by Mail requests include an I in the Borrow by Mail icon <img alt="iconItemBBM.gif" style="width: 13.521pt;height: 13.521pt;margin-bottom: -4.000pt;" id="image23" src="iconItemBBM.gif" />.</li>
|
||||
<li>The Queue column displays the patron’s position in the holds queue for a title or item.</li>
|
||||
</ul>
|
||||
</blockquote>
|
||||
<p class="NoteShade"><b>Example:<br /></b>If a patron places a request for a title and four other requests are pending for that same title, the Queue column displays <b>5</b>, indicating that the patron’s request is fifth in line.</p>
|
||||
<p class="indent2">Certain administration settings for your library may affect a request’s queue position, so that requests are not always filled in strict date and time order. </p>
|
||||
<p class="indent2">To change the patron’s queue position, you must reorder the hold requests for the title or item in the Holds Queue workform. <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden">See <a href="Rearrange_hold_requests_in_the_queue.htm#XREF_84177_Rearrange_hold">Rearrange hold requests in the queue</a>.</MadCap:conditionalText></p>
|
||||
<p class="indent2"><a name="kanchor5091"></a><a name="IX_patron_summary_1"></a><a name="kanchor5092"></a><a name="IX_patron_summary"></a>The top left portion of the Patron Status workform summarizes the patron’s hold requests. The <b>Items Held</b> field reports the total number of items with a status of Held, and includes Hold requests and ILL requests with a status of Held or Unclaimed. (Unclaimed hold requests are linked to items that are still Held, so the count reflects the items actually on the pickup shelf.) The <b>Total holds/ILL</b> field reports all hold requests/ILL requests regardless of status, including held requests. The same information appears on the Check Out workform.</p>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Change the unclaimed date</span> - You can change the unclaimed date for a hold request when the request status is Held. See <a href="Edit_hold_request_data.htm#XREF_25956_Edit_a_hold_request">Edit hold request data</a>.</li>
|
||||
<li><span class="FM_BulletHead">Grouping holds</span> - You can group a patron’s related holds so that when one request is filled, the others in the group are cancelled. See <a href="Group_patron_hold_requests.htm#XREF_28957_Group_a_patron_s">Group a patron’s hold requests</a>. The Group column identifies group membership of a hold. You may need to scroll to the right to display the Group column.</li>
|
||||
<li><span class="FM_BulletHead">Requests in the PAC patron account</span> - Patrons can view and manage their hold requests in the PAC. The header area of PAC patron account pages displays a summary count of the patron’s requests, and patrons can view detailed information, cancel, and suspend/reactivate their requests on the requests page. </li>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_49713_Display_all"></a>Display requests linked to a bibliographic or item record</h1>
|
||||
<p><a name="kanchor4825"></a><a name="IX_displaying_all_linked"></a>You can view all the hold requests linked to a bibliographic or item record, regardless of request status, and work with those requests. </p>
|
||||
<p>To see all the hold requests linked to a bibliographic or item record:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If an item is linked to a different bibliographic record after an item-level hold request is placed, the hold request is updated with the new bibliographic information.</p>
|
||||
<ol>
|
||||
<li value="1">Open the list of linked requests by one of these methods:<ul type="disc"><li><span class="FM_BulletHead">Bibliographic or Item Record workform</span> - Select <b>Links, All Hold Requests</b> from the menu bar.</li><li><span class="FM_BulletHead">Hold Request workform</span> - Select <b>Links, All Hold Requests</b> from the menu bar.</li><li><span class="FM_BulletHead">Holds Queue</span> - Select <b>Links, All Hold Requests</b> from the menu bar.</li></ul></li>
|
||||
</ol>
|
||||
<blockquote>
|
||||
<p class="NoteShade"><b>Note:<br /></b>For more information about the Holds Queue for a title or item, see <a href="Managing_the_Holds_Queue.htm#XREF_30510_Viewing_Title_Holds">Managing the Holds Queue</a>.</p>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Patron Status workform - Requests view</span> - Right-click the request, and select <b>Links, All Hold Requests</b> from the context menu.</li>
|
||||
<li><span class="FM_BulletHead">Find Tool results - hold requests</span> - Right-click the request, and select <b>Links, All Hold Requests</b> from the context menu. For more information about finding hold requests, see <a href="Find_hold_requests.htm#XREF_53005_Find_hold_requests">Find hold requests</a>. The Linked Hold Requests dialog box opens. The dialog box lists the hold requests associated with the record. Item-level and first-available-copy requests are indicated by the item-level icon <img alt="ItemHoldIcon00062.gif" style="width: 25;height: 18;" id="image30" src="ItemHoldIcon00062_25x18.gif" class="imginline" />. Borrow by Mail requests are indicated by the Borrow by Mail icon <img alt="iconBBM00063.gif" style="width: 13.521pt;height: 13.521pt;" id="image31" src="iconBBM00063.gif" class="imginline" />. Item-level Borrow by Mail requests include an I in the Borrow by Mail icon <img alt="iconItemBBM00064.gif" style="width: 13.521pt;height: 13.521pt;" id="image32" src="iconItemBBM00064.gif" class="imginline" />.</li>
|
||||
</ul>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<p class="NoteShade"><b><b>Note:<br /></b></b>If only one request is associated with the record, the Hold Request workform opens for that request.</p>
|
||||
</blockquote>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Double-click any line item to open the hold request, or select one or more line items and right-click to choose options from the context menu.</li>
|
||||
</ol>
|
||||
<p class="FM_Heading4n">Related Information</p>
|
||||
<ul type="disc">
|
||||
<li data-mc-conditions="Primary.Hidden,Primary.Online">
|
||||
<p class="FM_Task"><a href="Rearrange_hold_requests_in_the_queue.htm#XREF_84177_Rearrange_hold">Rearrange hold requests in the queue</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Cancel_hold_requests.htm#XREF_59596_Cancel_a_hold">Cancel hold requests</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Delete_hold_requests.htm#XREF_92666_Delete_hold">Delete hold requests</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Reactivate_hold_requests.htm#XREF_39613_Reactivate_hold">Reactivate hold requests</a>
|
||||
</p>
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<h1><a name="XREF_54099_Displaying_Holds"></a>Displaying Hold Requests</h1>
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<p><a name="kanchor3898"></a><a name="IX_status_descriptions"></a><a name="kanchor3899"></a><a name="IX_displaying_overview"></a>You can display a specific patron’s hold requests, or any hold requests that meet selected criteria. The status of a hold request indicates the stage it has reached in holds processing:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The library may specify its own names for these hold request statuses. See <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../../Patron_Services_Admin/PDPrequests/Defining_Hold_Statuses_and_Hold_Not_Supplied_Reasons.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Defining Hold Statuses and Hold Not Supplied Reasons</span></a>.</MadCap:conditionalText></p>
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<ul type="disc">
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||||
<li><b>Active</b> - When a hold request is placed in the queue, its status is automatically set to Active. All items that can fill the hold request are bound to it, and the items can be <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">trapped<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>An item is said to be trapped for a hold when an item that fills a request is scanned at circulation and the system links the item to a specific request, either automatically or by displaying a message that prompts you for a decision.</span></a> to fill the request. The system is actively looking for items to fill the request. You can cancel an active request, or convert it to an interlibrary loan request.</li>
|
||||
<li><b>Cancelled </b>- Cancelled hold requests remain in the database and visible on Polaris workforms. A Cancelled request cannot be filled. However, you can reactivate or delete it.</li>
|
||||
<li><b>Expired</b> - If a hold request is not filled within the specified period of time, the request status automatically changes to Expired. (The current date is later than the Expiration date on the Hold Request workform.) An Expired request cannot be filled. However, you can reactivate or delete the request, or convert it to an interlibrary loan request. You can run a report that lists Expired hold requests. </li>
|
||||
<li><b>Held</b> - A Held request indicates that an item has been trapped to fill the request, and the item’s circulation status is also Held. The item is ready for the patron to pick up.</li>
|
||||
<li><b>Inactive</b> - An Inactive hold request has an activation date in the future. The request does not appear in the queue, and an item cannot be trapped to fill the request until the activation date. You can cancel or delete an Inactive request, or convert it to an interlibrary loan request.</li>
|
||||
<li><b>Located </b>- Used during picklist processing, a status of Located allows staff to indicate that an item has been found to fill a request. Staff can select the entry from the pending list and select <b>Located </b>to indicate the item has been located on the shelf. It is not necessary to scan the item barcode.</li>
|
||||
<li><b>Not-supplied</b> - If no items can fill the request (for example, if no items are attached to the bibliographic record), the request status is Not-supplied. You can delete the request or convert it to an interlibrary loan request. You can also reactivate a Not-supplied request, but if the reason it was not supplied has not changed, the request becomes Not-supplied again.</li>
|
||||
<li><b>Out</b> - An item has been linked to the hold request, and the item’s circulation status has changed to Out. This status is useful in keeping track of items requested and circulated by Borrow by Mail. See <a href="../PPBorrowBM/Borrow_By_Mail_Circulation.htm#XREF_58531_Managing_Course">Borrow By Mail Circulation</a>. Your library may also choose to enable it even if you do not offer Borrow by Mail.</li>
|
||||
<li><b>Pending</b> - When an Active request can be filled by an item with a status of In at your library, or the request has been routed to another library that has the item with a status of In, the status changes to Pending. If none of the items there have a status of In, the request keeps its Active status, and items can be trapped to fill the request.</li>
|
||||
<li><b>Shipped</b> - A Shipped hold request status indicates that an<span style="font-style: italic;"> </span>item was trapped at a branch other than the pickup branch, and is being shipped to the pickup branch.</li>
|
||||
<li><b>Unclaimed</b> - If the requesting patron does not pick up the held item within the specified period of time, the hold request status automatically changes from Held to Unclaimed. (The current date is later than the Unclaimed date on the Hold Request workform.) You can run a report that lists Unclaimed items. </li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The unclaimed date is determined by the <b>Maximum days held for pickup</b> setting for <b>Holds options</b> (Request parameters) in Polaris Administration; dates closed and hours of operation (days closed) are included in the calculation. The item becomes available to circulate or to trap for the next request. Your library system chooses whether to delete or cancel unclaimed requests automatically when the held item is checked in. </p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="Display_patron_hold_requests.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Display a Patron’s Hold Requests</span></a>
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</li>
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<li><a href="Display_hold_requests_by_selected_criteria.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Display Hold Requests by Selected Criteria</span></a>
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</li>
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||||
<li><a href="Find_hold_requests.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Find Hold Requests</span></a>
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<li><a href="Display_requests_linked_to_a_bibliographic_or_item_record.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Display requests linked to a bibliographic or item record</span></a>
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<h1><a name="XREF_25956_Edit_a_hold_request"></a><a name="kanchor5948"></a>Edit Hold Request Data</h1>
|
||||
<p><a name="kanchor5949"></a><a name="IX_editing_2"></a>Some hold request data can be edited, depending on the status of the hold request. For example, you can add or edit notes for all requests, but you can change the expiration date for Active, Inactive, and Pending requests only. You can change the pickup location for holds with a status of Active, Pending, Located, Inactive, Held, and Shipped.</p>
|
||||
<p>To edit a hold request:</p>
|
||||
<ol>
|
||||
<li value="1">Display the hold request you want to edit from one of the following locations:<ul><li><span class="FM_BulletHead">Hold Request Find Tool </span>- See <a href="Find_hold_requests.htm#XREF_53005_Find_hold_requests">Find hold requests</a>.</li><li><span class="FM_BulletHead">Patron Status > Requests view</span> - See <a href="Display_patron_hold_requests.htm#XREF_52341_Display_a_patron_s">Display a patron’s hold requests</a>.</li><li><span class="FM_BulletHead">Request Manager > Hold Requests view</span> - See <a href="Display_hold_requests_by_selected_criteria.htm#XREF_93097_Display_holds_by">Display hold requests by selected criteria</a>.</li><li><span class="FM_BulletHead">Holds Queue </span>- Select <b>Circulation, Holds Queue</b> to find and display the queue for a specific bibliographic or item record.</li><li><span class="FM_BulletHead">Bibliographic or Item Record </span>- See <a href="Display_requests_linked_to_a_bibliographic_or_item_record.htm#XREF_49713_Display_all">Display requests linked to a bibliographic or item record</a>.</li></ul></li>
|
||||
</ol>
|
||||
<p class="indent2">The hold requests are displayed in a list view, such as on the Holds view of the Patron Status workform .</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Right-click the hold request in the list, and select <b><b>Open</b></b>from the context menu.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />If your library allows patrons to change the pickup location from the PAC, the pickup branch column indicates the original pickup location and the new pickup location to which the item is being routed.</p>
|
||||
<p class="indent2">The Hold Request workform appears. The specific information fields available for editing on the workform depend on the request’s status.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3"><a name="kanchor5950"></a>Edit the information applicable to the hold request status:<ul><li>To add or edit notes, select the Notes view and type in the notes fields.</li><li>To change the expiration date (Active, Inactive, or Pending), select a different date in the <b>Expiration</b> box. </li><li>To change the pickup location (Active, Pending, Located, Inactive, Held, or Shipped), select a different branch in the <b>Pickup</b> box. When you change the pickup location for a held item in the staff client, the item must be transferred to the new pickup location. </li></ul></li>
|
||||
</ol>
|
||||
<blockquote>
|
||||
<blockquote>
|
||||
<ul>
|
||||
<li> If the item is held at your library (the pickup branch is the same as your log-in branch), and you change the pickup branch, the hold will automatically change from Held to Shipped. </li>
|
||||
</ul>
|
||||
</blockquote>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<blockquote>
|
||||
<ul>
|
||||
<li>If you change the hold pickup location for an item held at another branch, a message box displays. If you select <b>Yes</b>, a message under the Pickup box in the Hold Request workform indicates the held item is being rerouted to the new pickup location. The held items that need to be sent to the new pickup location are listed in the <b>Held items to transfer list</b> in the Request Manager. See: <a href="Daily_Request_Processing.htm">Daily Request Processing</a>. A staff member at the branch where the item is held can use this list to pull the item from the holds shelf and transfer it to the new location. See: <a href="../PPckin/Check_in_a_held_item_with_changed_pickup_location.htm">Check-in a held item with a changed pickup location</a>.</li>
|
||||
</ul>
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||||
</blockquote>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you change the pickup library, certain policies regarding the holds request may change.</p>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<ul>
|
||||
<li>To change the unclaimed date (Held), select a different date in the <b>Unclaimed</b> box. If the pick-up branch is closed on the new date, the unclaimed date is set to the next day the pick-up branch is open when you save the request. A message informs you of the change.</li>
|
||||
</ul>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<p class="NoteShade"><a name="kanchor5951"></a><a name="IX_unclaimed_date_changing"></a><b>Important:<br /></b>If you change the unclaimed date for a request with the status of Held, you will need to manually change the pick-up slip. Cross out the old date on the slip and write in the new date.</p>
|
||||
</blockquote>
|
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<ol data-mc-continue="true">
|
||||
<li value="4">Select <b>File </b>><b> Save</b> to save your changes.</li>
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<h1><a name="XREF_33296_Modifying_Holds"></a><a name="kanchor3199"></a>Editing Hold Requests</h1>
|
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<p>After hold requests have been placed, you can edit them in the following ways:</p>
|
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<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Transferring requests from one bib or item to another </span>- You can transfer active or inactive hold requests from one bibliographic or item record to another. For example, you may want to transfer a hold request from a bibliographic record with many hold requests to a record with few requests or more copies. See <a href="Transfer_a_hold_request.htm">Transfer a hold request from one bib or item to another</a>.</li>
|
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<li><b><span class="FM_BulletHead">Change the hold pickup location</span> </b>- You can change the hold pickup location in the Polaris staff client, and your library may allow patrons to change the hold pickup location from the PAC (PowerPAC and Mobile PAC). See <a href="Edit_hold_request_data.htm#XREF_25956_Edit_a_hold_request">Edit hold request data</a>. </li>
|
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<li><span class="FM_BulletHead">Cancelling/deleting requests</span> - If a patron no longer wants a requested title, you can cancel or delete the hold request manually. Whether you choose to cancel or delete requests depends on the situation, the request’s status, and your library’s policy. See <a href="Cancel_hold_requests.htm#XREF_59596_Cancel_a_hold">Cancel hold requests</a> and <a href="Delete_hold_requests.htm#XREF_92666_Delete_hold">Delete hold requests</a>.</li>
|
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<li><span class="FM_BulletHead">Reactivating requests</span> - You can reactivate hold requests to permit items to fill them. When you reactivate a hold request, the request immediately becomes Active with a new expiration date, and items can be <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">trapped<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>An item is said to be trapped for a hold when an item that fills a request is scanned at circulation and the system links the item to a specific request, either automatically or by displaying a message that prompts you for a decision.</span></a> for it. See <a href="Reactivate_hold_requests.htm#XREF_39613_Reactivate_hold">Reactivate hold requests</a>.</li>
|
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<li><span class="FM_BulletHead">Converting requests</span> - You can manually convert hold requests to interlibrary loan (ILL) requests. The hold requests must have one of the following statuses: Active, Expired, Inactive, Not-supplied. You might decide to convert a hold request if items are not trapping for it. See <a href="../PPill/Creating_Interlibrary_Loan_Requests.htm#XREF_70121_Status_Table">Creating Interlibrary Loan Requests</a>.</li>
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<h1><a name="XREF_89230_Trap_an_item_for_a"></a>Fill a Hold Request at Circulation</h1>
|
||||
<p><a name="kanchor3766"></a><a name="IX_filling_at_circulation"></a>You may have received an item from another library to fill a request, or you may be alerted to the item during other circulation tasks. To fill a hold request at circulation, usually during the check-in process:</p>
|
||||
<p class="NoteShade"><b>Note: <br /></b>At bulk mode check-in, your library’s Polaris Administration settings determine whether the item is automatically held or if you are prompted to hold the item. <span class="FM_Emphasis">At check-out</span>, another Polaris Administration setting determines whether an item can be <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">trapped<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>An item is said to be trapped for a hold when an item that fills a request is scanned at circulation and the system links the item to a specific request, either automatically or by displaying a message that prompts you for a decision.</span></a> to fill a request. See <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../../Patron_Services_Admin/PDPrequests/Set_Holds_options_Alerts_and_blocks.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set Holds options: Define staff client and PAC alerts and blocks</span></a>.</MadCap:conditionalText></p>
|
||||
<ol>
|
||||
<li value="1">Check in an item from one of the following locations:<ul type="disc"><li>Check In workform - Normal view <span class="FM_LinkArea">(see </span><a href="../PPckin/Do_a_normal_check-in_from_the_Check_In_workform.htm#XREF_61518_Do_a_basic_check">Do a normal check-in from the Check In workform</a><span class="FM_LinkArea">)</span></li><li>Check In workform - Bulk view <span class="FM_LinkArea">(see </span><a href="../PPckin/Check_in_items_in_bulk.htm#XREF_49124_Check_in_items_in">Check in items in bulk</a><span class="FM_LinkArea">)</span></li><li>Item record workform (select <b>Tools, Check In</b>, or click <img alt="CheckInBut00077.gif" style="margin-bottom: 0.000pt;width: 27;height: 27;" id="image72" src="CheckInBut00077_27x27.gif" />)</li></ul></li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>This procedure also applies if you are renewing an item (refer to <a href="../PPckout/Renewing_Items.htm#XREF_64663_Renewing_at_Check">Renewing Items</a>) or checking out an item (<a href="../PPckout/Check_out_an_item.htm#XREF_97950_Check_out_items">Check out an item</a>).</p>
|
||||
<p class="indent2">A message appears. If your branch is not the pick-up library, the message asks if you want to transfer the item to the pick-up library for a hold. If your branch is the pick-up library, the message asks if you want to hold the item.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Click <b>Yes </b>in the message box and the following occurs, depending on the message:<ul><li>If the item belongs to another library, the status is updated to Transferred and the request status is Shipped. It will be checked in at the other library and held.</li><li>If the item belongs to the same library where it is checked in, the hold is placed.</li></ul></li>
|
||||
</ol>
|
||||
<p class="indent2">If there is a display note in the hold request, a second message shows the note. Click <b>OK</b>.</p>
|
||||
<p class="indent2">The following events occur automatically:</p>
|
||||
<blockquote>
|
||||
<ul type="disc">
|
||||
<li>The circulation status and the request status change to Held. </li>
|
||||
<li>A hold slip prints if hold slip printing has been set up for this workform. See <a href="../PPworkstn/Setting_Up_Receipt_Printing_from_Workforms.htm#XREF_66208_Setting_Print">Setting Up Receipt Printing from Workforms</a>.</li>
|
||||
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|
||||
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|
||||
<blockquote>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can reprint a hold slip for a held item by checking in the held item a second time, keeping the Held status for the item.</p>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<ul type="disc">
|
||||
<li>A charge is applied to the patron’s account if that is your library’s policy. </li>
|
||||
<li><a name="kanchor3767"></a><a name="IX_notices_1"></a><a name="kanchor3768"></a><a name="IX_hold_request"></a>Polaris produces a hold notice to notify the patron that the item is available for pickup. The delivery method for the hold notice is determined by Polaris Administration settings. </li>
|
||||
</ul>
|
||||
</blockquote>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The patron has a library-defined number of days to pick up the item before its request status becomes Unclaimed. However, you can change this date by editing the hold request’s <b>Unclaimed date</b> box. See <a href="Edit_hold_request_data.htm#XREF_25956_Edit_a_hold_request">Edit hold request data</a>.</p>
|
||||
<h4><a name="XREF_84706_Related_Topics"></a>Related Information</h4>
|
||||
<p class="indent2">The following additional holds messages may appear at circulation:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">The hold request for...needs to be either reactivated or canceled</span> - To reactivate the request, click <b>Yes</b>. To cancel the request, click <b>No</b>. </li>
|
||||
<li><span class="FM_BulletHead">This item cannot be checked out, because it is being held </span>- To override the hold and continue with check-out, click <b>Yes</b>, and a message asks if you want to reactivate the hold request. To stop the check-out, click <b>No</b>.</li>
|
||||
<li><span class="FM_BulletHead">This item is held for...Continue to hold the item?</span> - To continue the current hold, click <b>Yes</b>. To continue the circulation process, click <b>No</b>. If the item can fill another request, a message indicates that this item satisfies a hold request.</li>
|
||||
<li><span class="FM_BulletHead">Outreach services patron</span> - This note may appear on a holds message if your library uses Polaris outreach services. It indicates that the item fills a hold request for an outreach services patron. See <a href="../PPoutreach/Outreach_Services_Processing.htm#XREF_58531_Outreach_Services">Outreach Services Processing</a>.</li>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services/PPholds/Fill_a_hold_request_with_Fill_Now.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_53984_Fill_a_hold"></a>Fill a Hold Request with Fill Now</h1>
|
||||
<p><a name="kanchor1742"></a><a name="IX_using_for_holds"></a><a name="kanchor1743"></a><a name="IX_using_Fill_Now"></a>You might use the Fill Now function if the item with which you want to fill the request is not identical to what has been requested. Also, you might use it for an item that would be restricted from filling the request under normal circumstances. (The function is available for Not-supplied requests, as well as requests with other statuses.)</p>
|
||||
<p> To use Fill Now:</p>
|
||||
<ol>
|
||||
<li value="1">Open the hold request you want to fill in the Hold Request workform. See <a href="Edit_hold_request_data.htm#XREF_25956_Edit_a_hold_request">Edit hold request data</a>.</li>
|
||||
<li value="2">Click <img alt="pbutFillNow.gif" style="width: 32;height: 18;" id="image73" src="pbutFillNow_32x18.gif" class="imginline" />, press <b>CTRL+F</b>, or select <b>Tools, Fill Now</b> from the menu bar.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Scan/Enter Item Barcode dialog box appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Scan the item’s barcode in the <b>Item</b> <b>barcode</b> box.</li>
|
||||
</ol>
|
||||
<p class="indent2">The following events occur automatically:</p>
|
||||
<ul type="disc">
|
||||
<li>The circulation status and the request status change to Held. </li>
|
||||
<li>A charge is applied to the patron’s account if that is your library’s policy (<a href="../../Patron_Services_Admin/PDPrequests/Set_Holds_options_Charge_for_hold_requests.htm" class="MCXref xref" data-mc-conditions="Primary.Online,Primary.Hidden"><span style="color: Blue;" class="mcFormatColor">Set Holds options: Charge for hold requests</span></a>).</li>
|
||||
<li><a name="kanchor1744"></a><a name="IX_notices_2"></a><a name="kanchor1745"></a><a name="IX_hold_request_1"></a>Polaris produces a hold notice to notify the patron an item is available for pickup. Polaris Administration settings determine the delivery method for the hold notice (see <a href="../../Patron_Services_Admin/PDPnotices/Set_up_request_pick-up_second_pick-up_cancelled_request_notices.htm" class="MCXref xref" data-mc-conditions="Primary.Online,Primary.Hidden"><span style="color: Blue;" class="mcFormatColor">Set up request pick-up, second pick-up, and cancelled request notices</span></a>).</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The patron has a library-defined number of days to pick up the item before its request status becomes unclaimed. However, you can change this date by editing the hold request’s <b>Unclaimed date</b> box.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">If a message asks whether you want to transfer the item to the pickup library, click <b>Yes</b>, and ship the item to the library, where it will be checked in and held.</li>
|
||||
</ol>
|
||||
<p class="indent2">If you have set up printing for in-transit slips from this workform, the slip is printed automatically. See <a href="../PPworkstn/Setting_Up_Receipt_Printing_from_Workforms.htm#XREF_66208_Setting_Print">Setting Up Receipt Printing from Workforms</a>. </p>
|
||||
<h4>Related Information</h4>
|
||||
<p class="indent2">The following messages may appear when you fill a request with the Fill Now function. Follow the instructions:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">The item is designated not-holdable</span> - To fill the request with the item, click <b>Yes</b>. To stop filling the request, click <b>No</b>.</li>
|
||||
<li><span class="FM_BulletHead">This item is held for...Continue to hold the item?</span> - To continue the current hold, click <b>Yes</b>. To continue the circulation process, click <b>No</b>. If the item can fill another request, a message indicates that this item satisfies a hold request.</li>
|
||||
<li><span class="FM_BulletHead">Transfer this item to </span><span class="FM_Emphasis">library</span><span class="FM_BulletHead"> for hold?</span> - To transfer the item, click <b>Yes</b>. If you do not want to transfer the item, click <b>No</b>. </li>
|
||||
</ul>
|
||||
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|
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services/PPholds/Fill_hold_requests_for_Requests-To-Fill.htm">Open topic with navigation</a>
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<h1><a name="XREF_25337_Fill_a_hold_request"></a>Fill Hold Requests for Requests-To-Fill</h1>
|
||||
<p><a name="kanchor1294"></a><a name="IX_filling_requests"></a><a name="kanchor1295"></a><a name="IX_filling_for_RTF"></a>Pending requests are requests for items with a status of In at your library. The items must be pulled and scanned to fill the requests. To fill hold requests as part of your library’s regular process of checking the Requests-To-Fill (<a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">RTF<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>Requests-To-Fill or RTF processing
|
||||
sends hold requests to designated libraries in a specified order. A library chooses to fill or deny the request. The request is routed until it is filled, it expires, or every library denies it.</span></a>) report:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Circulation > Request Manager</b> from the Polaris Shortcut Bar.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Request Manager workform - Hold Requests view appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select your branch in the <b>Branch name</b> box, <b>Item</b> in the <b>By</b> box, and <b>Pending</b> in the <b>Status</b> box.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Request-To-Fill list appears on the workform.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select <b>File > Holds to Fill</b> to print the Requests-To-Fill report.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can also print the workform list view. Select the column header by which you wish to sort the list, then select <b>File > Print > List View</b>.</p>
|
||||
<p class="indent2">The report is generated and the Report Preview window opens.</p>
|
||||
<p class="indent2">
|
||||
<img alt="RTFReport.gif" style="margin-bottom: 0.000pt;width: 303;height: 324;" id="image60" src="RTFReport_303x324.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Click the printer icon.</li>
|
||||
</ol>
|
||||
<p class="indent2">The report is printed on the default printer for your workstation. It lists the items at your branch with a status of In that can fill a pending hold request. The report contains the same information as the Requests list in the Request Manager workform, as well as the requesting patron’s patron code, registration branch, barcode, and phone number. Requests for specific items (item-level hold requests) are indicated by the text <b>This item only</b>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can also print the RTF report from the Polaris Reports dialog box. Select <b>Utilities</b> > <b>Reports and Notices</b> on the Polaris Shortcut Bar. Running the report by this method allows you to sort by specific fields, such as call number and collection.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Pull the requested items from the shelves.</li>
|
||||
<li value="6">Check in each item from one of the following locations:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Check In workform - Normal view</span> - See <a href="../PPckin/Do_a_normal_check-in_from_the_Check_In_workform.htm#XREF_61518_Do_a_basic_check">Do a normal check-in from the Check In workform</a>.</li>
|
||||
<li><span class="FM_BulletHead">Item record workform</span> - Select <b>Tools > Check In</b> or click <b><img alt="CheckInBut.gif" style="margin-bottom: -11.250pt;width: 35;height: 32;" id="image61" src="CheckInBut_35x32.gif" /></b>.</li>
|
||||
</ul>
|
||||
<p class="indent2">A message asks whether you want to transfer the item to the pick-up branch.</p>
|
||||
<ol start="7">
|
||||
<li value="7">Click <b>Yes</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The circulation status is Transferred, and the request status is Shipped.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="8">Repeat steps 6-7 for each item you are supplying.</li>
|
||||
<li value="9">Ship each item to its pick-up library, where the item will be checked in and held for pickup. See <a href="Fill_a_hold_request_at_circulation.htm#XREF_89230_Trap_an_item_for_a">Fill a hold request at circulation</a>.</li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<p><span class="FM_BulletHead">Denying items</span> - See <a href="Deny_items_for_Requests-To-Fill.htm#XREF_20685_Deny_an_item_for">Deny items for Requests-To-Fill</a>.</p>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_16052_Satisfying_Hold"></a>Filling Holds at Circulation</h1>
|
||||
<p>If an item that fills a hold request is scanned during circulation, you can choose to hold the item for the requesting patron. If you hold the item, the item is <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">trapped<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>An item is said to be trapped for a hold when an item that fills a request is scanned at circulation and the system links the item to a specific request, either automatically or by displaying a message that prompts you for a decision.</span></a>, and the request is filled. The patron has a library-defined number of days to pick up the item before its request status becomes unclaimed.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can also fill a request by using the Fill Now function on the Hold Request workform. After you scan the item’s barcode, Polaris automatically holds the item. See <a href="Fill_a_hold_request_with_Fill_Now.htm#XREF_53984_Fill_a_hold">Fill a hold request with Fill Now</a>.</p>
|
||||
<p>If you choose not to hold an item for a request, you can either reactivate or cancel the hold request. If you reactivate the request, items can still be trapped to fill it, including the item you just denied for the hold. If you cancel the request, items cannot be trapped to fill it. However, you can manually reactivate a cancelled request at any time (see <a href="Reactivate_hold_requests.htm#XREF_39613_Reactivate_hold">Reactivate hold requests</a>). </p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="Fill_a_hold_request_at_circulation.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Fill a Hold Request at Circulation</span></a>
|
||||
</li>
|
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<h1><a name="XREF_53005_Find_hold_requests"></a>Find Hold Requests</h1>
|
||||
<p><a name="kanchor1082"></a><a name="IX_finding"></a>To find hold requests using the Polaris Find Tool:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If an item is linked to a different bibliographic record after an item-level hold request is placed, the hold request is updated with the new bibliographic information.</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Circulation, Hold Requests</b> from the Polaris Shortcut Bar, or click <img alt="HoldIconOrb.gif" style="width: 33;height: 18;" id="image28" src="HoldIconOrb_33x18.gif" class="imginline" />.</li>
|
||||
</ol>
|
||||
<p class="indent2">The General tabbed page of the Find Tool appears. <b>Hold Requests</b> is selected in the <b>Object</b> box.</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>For fast navigation, press the <b>TAB</b> key to move among the <b>Object</b>, <b>Search by</b>, <b>Type</b>, <b>For, Limit by</b>, and <b>Values</b> boxes. Type the first letter of the search option in the <b>Object</b>, <b>Search by</b>, <b>Type, </b>and <b>Limit by </b>boxes.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select the criterion to search by in the <b>Search</b> <b>by</b> box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you often search by the same criteria but they are not the default settings, you can save your own settings by selecting <b>Options, Save as User Default</b> from the Find Tool menu bar. </p>
|
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<ol data-mc-continue="true">
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<li value="3">Select the type of search in the <b>Type</b> box.</li>
|
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<li value="4">If you want your search results to be sorted, select the <b>Sort by</b> checkbox and select a value.</li>
|
||||
<li value="5">Type a search string in the <b>For</b> box.</li>
|
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<p class="NoteShade"><b>Note:<br /></b>If you are searching by ISSN, include a dash in your search string if the ISSN is stored with a dash. Or use a wildcard character (*) before the dash and eliminate the rest of the ISSN.</p>
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<li value="6">If you want to focus the search, select a limiter in the <b>Limit by</b> box, and set a value for the limiter in the <b>Value</b> box.</li>
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<li value="7">Click <b>Search</b> to begin the search, or press <b>ENTER</b>.</li>
|
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|
||||
<p class="indent2">Your results appear in the results list at the bottom of the Find Tool window. To load all the results in a large results list, press <b>CTRL+SHIFT+A</b>.</p>
|
||||
<p class="NoteShade"><a name="kanchor1083"></a><a name="IX_searching_by_date_1"></a><b>Note:<br /></b>If you searched in <b>Normal</b> mode by <b>Activation date</b>, <b>Expiration date</b>, or <b>Unclaimed date</b>, the appropriate date appears in the Date column of the search results list. All other hold request searches display the request date in the Date column.</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>If an item in the list is a serial, the serial designation (<a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">enumeration<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>The designation reflecting the alphabetic or numeric scheme used by the publisher on an item or assigned when the holdings statement is created to identify the individual bibliographic or physical parts and to show the relationship of each unit to the unit as a whole.</span></a> and <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">chronology<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>The date(s) used by the publisher on a serially-issued bibliographic unit to help identify or indicate when it was published. The chronology may reflect the dates of coverage, publication, or printing.</span></a>) is added to the title. You may need to expand the title column to see the designation.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="8">Do one of the following actions to work with an item in the results list:<ul type="disc"><li>Double-click a request line item to open the hold request.</li><li>Right-click a request line in the results list to work with the request without opening it. The context menu displays the available options. Among other options, you can link to associated patron, bibliographic, or item records, to the holds queue for the associated title or item, or to all hold requests linked to the same title or item.</li></ul></li>
|
||||
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|
||||
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_28957_Group_a_patron_s"></a>Group a Patron’s Hold Requests</h1>
|
||||
<p><a name="kanchor3883"></a><a name="IX_grouping_procedure"></a>You can group hold requests with a status of Active, Inactive, or Pending. A group can contain requests with any or all these statuses, and you can add any number of hold requests to an existing group.</p>
|
||||
<p>To group hold requests:</p>
|
||||
<ol>
|
||||
<li value="1">Open the patron’s record in the Patron Status workform - Requests view. See <a href="Display_patron_hold_requests.htm#XREF_52341_Display_a_patron_s">Display a patron’s hold requests</a>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The patron’s hold requests are listed under <b>Polaris requests</b>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select the requests you want to group.</li>
|
||||
<li value="3">Click <img alt="pbut_Group.gif" style="width: 28;height: 18;" id="image35" src="pbut_Group_28x18.gif" class="imginline" /> or press <b>CTRL+G</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">A letter is assigned to the new group. It appears in the <b>Group</b> column for each of the grouped requests. Use the horizontal scroll bar to see this column.</p>
|
||||
<p class="NoteShade"><b>Example:<br /></b>The letter <b>A</b> is assigned to the patron’s first group. If the patron already has a group A, the letter <b>B</b> is assigned to the new group.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">If you want to add one or more hold requests to an existing group, follow these steps:</li>
|
||||
<li value="5">Select any one request in the existing group.</li>
|
||||
<li value="6">Select the requests you want to add to the group.</li>
|
||||
<li value="7">Click <img alt="pbut_Group00065.gif" style="width: 29;height: 18;" id="image37" src="pbut_Group00065_29x18.gif" class="imginline" />.</li>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services/PPholds/Grouping_Patron_Hold_Requests.htm">Open topic with navigation</a>
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<h1><a name="XREF_13358_Grouping_a_Patron"></a>Grouping a Patron’s Hold Requests</h1>
|
||||
<p><a name="kanchor2099"></a><a name="IX_grouping_overview"></a>If a patron wants any one of several requested titles, you can group the related hold requests. When one of the grouped requests is filled, Polaris automatically deletes the other requests in the group because they are no longer needed. The group is counted as a single request against the patron’s total request limit.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Group_patron_hold_requests.htm#XREF_28957_Group_a_patron_s">Group a patron’s hold requests</a>
|
||||
</li>
|
||||
<li><a href="Ungroup_patron_hold_requests.htm#XREF_33675_Ungroup_a_patron_s">Ungroup a patron’s hold requests</a>
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<h1>Hold Request Messages and Blocks</h1>
|
||||
<p><a name="kanchor1548"></a><a name="IX_messages_1"></a>Messages and blocks might appear as you create hold requests:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">All items attached to this title are restricted from filling requests</span> - If you click <b>Yes </b>to place the request, the request is saved as Active, which means the system will keep looking for items to fill the request. You can cancel an active request, or convert it to an interlibrary loan request. Click <b>No </b>to stop saving the request.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Title: </span><span class="FM_Emphasis" style="font-style: italic;">Title Name</span><span class="FM_BulletHead"> This item is restricted from filling requests</span> -  Click <b>Yes </b>to place the request with a Not Supplied status. Click <b>No </b>to stop saving the request.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Patron has exceeded request limit for </span><span class="FM_Emphasis">Title Name</span> - Click <b>Yes </b>to place the request with an Active status. Click <b>No </b>to stop saving the request.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Item Blocks dialog box</span> - Click <b>Yes</b> to override the block and create the item request. Click <b>No</b> to stop creating the request. See <a href="../PPblocks/Working_with_Blocks_Stops.htm#XREF_36202_Working_with">Working with Blocks (Stops)</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Items are not available to fill the request for the following reasons</span> - Click <b>Yes </b>to place the request with an Active status. Click <b>No </b>to stop saving the request.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">No items are attached to the bibliographic record</span> - Click <b>Yes</b> to place the request with an Active status. Click <b>No</b> to stop saving the request. A Polaris Administration setting controls whether this message appears or the request is placed automatically. See <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../../Patron_Services_Admin/PDPrequests/Set_Holds_options_Alerts_and_blocks.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Set Holds options: Define staff client and PAC alerts and blocks</span></a>.</MadCap:conditionalText></p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">First available copy messages</span> - Your library may allow <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">first available copy requests<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>Hold requests for specific issues of a serial title (such as the May 2015 issue of Horticulture Magazine ) or specific parts of a multi-part title (such as the first season of a television series on DVD).</span></a> on specific issues of serials or specific parts of multi-part titles (such as Season One of a television series on DVD). Polaris Administration settings control these features. See the <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../../Patron_Services_Admin/PDPrequests/Set_Holds_options_Enabling_Item_Status_Restrictions_First.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Set Holds Options: Enable Hold Requests by Patrons and Define Restrictions</span></a>.</MadCap:conditionalText></p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">The item is in</span> - The item is available in the library. Click <b>Yes</b> to place the request. Click <b>No</b> to stop saving the request.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">No matching patron record was found</span> - Click <b>OK</b>, and check the patron barcode. To express-register a patron, see <a href="../PPckout/Express-register_a_new_patron_at_check-out.htm#XREF_97787_Express_register_a">Express-register a new patron at check-out</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Patron blocks dialog box</span> - You can override the blocks and place the request, or cancel the request. From this dialog box, you can also view the Patron Status and the Patron Registration workforms to see more details about the blocks, and perhaps resolve them. For more information about blocks, see <a href="../PPblocks/Working_with_Blocks_Stops.htm#XREF_36202_Working_with">Working with Blocks (Stops)</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>Minimum age alert - The patron does not meet the minimum age requirements for this material type. Click <b>Continue</b> to override the block and place the hold request or <b>Cancel</b> to stop placing the request. For more information on this feature, see "Using Age-Related Loan Policies" in the Leap documentation.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Duplicated Requests dialog box</span> - Click <b>Yes</b> to place a duplicate request for the patron. Click <b>No</b> to stop saving the request.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Outreach services patron</span> - This note may be displayed for the hold request if your library uses Polaris outreach services. It indicates that the hold request is for an active outreach services patron. See <a href="../PPoutreach/Outreach_Services_Processing.htm#XREF_58531_Outreach_Services">Outreach Services Processing</a>.</p>
|
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<h1><a name="XREF_26938_Holds_Processing"></a>Holds Processing Reports</h1>
|
||||
<p>Reports related to holds are part of the regular holds processing workflow. They identify a branch’s hold requests to fill, requests awaiting pickup, unclaimed requests, titles that have a high volume of holds, expired requests, and other useful information. To access these reports, select <b>Utilities, Reports and Notices</b> from the Polaris Shortcut bar, and select <b>Circulation, Holds</b> in the Polaris Reports dialog box.</p>
|
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<ul type="disc" data-mc-conditions="Primary.Hidden,Primary.Online">
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<li>For information on generating reports, see <a href="../../Polaris_Basics/PIreports/Using_Polaris_Standard_Reports.htm#XREF_32945_Getting_Started">Using Polaris Standard Reports</a>.</li>
|
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<li>For detailed descriptions of specific holds reports, see <a href="../../Polaris_Basics/PIreports/Holds_Reports.htm#Holds">Holds Processing Reports</a>.</li>
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<h1>Manage Cancelled Hold Requests</h1>
|
||||
<p><a name="kanchor5875"></a><a name="IX_cancelled_deleting_or"></a>To delete or reactivate Cancelled hold requests:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Circulation, Request Manager</b> from the Polaris Shortcut Bar.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Request Manager workform - Hold Requests view appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select your branch in the <b>Branch name</b> box, <b>Patron</b> in the <b>By</b> box, and <b>Cancelled</b> in the <b>Status</b> box.</li>
|
||||
<li value="3">Click <img alt="pbutdelete00073.gif" style="width: 25;height: 18;" id="image66" src="pbutdelete00073_25x18.gif" class="imginline" /> to delete the requests or click <img alt="" style="width: 31;height: 18;" id="" src="pbutReactivate_31x18.gif" class="imginline" /> to reactivate them. See <a href="Delete_hold_requests.htm#XREF_92666_Delete_hold">Delete hold requests</a> and <a href="Reactivate_hold_requests.htm#XREF_39613_Reactivate_hold">Reactivate hold requests</a>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Your library may automatically delete cancelled hold requests after a specified period of time. </p>
|
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<h1><a name="XREF_90243_Manage_cancelled"></a>Manage Not-Supplied Hold Requests</h1>
|
||||
<p><a name="kanchor5438"></a><a name="IX_not_supplied"></a>You can also convert these requests to interlibrary loan requests. To delete or reactivate Not-supplied hold requests for your patrons:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>A Not-supplied request cannot be made Active if the conditions that made it Not-supplied have not changed. You can reactivate the request, but as soon as the system determines that it cannot be filled, the status again becomes Not-supplied.</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Circulation, Request Manager</b> from the Polaris Shortcut Bar.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Request Manager workform - Hold Requests view appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select your branch in the <b>Branch name</b> box, <b>Patron</b> in the <b>By</b> box, and <b>Not Supplied</b> in the <b>Status</b> box.</li>
|
||||
<li value="3">Delete, reactivate, or convert the requests:<ul type="disc"><li>Click <img alt="pbutdelete00075.gif" style="margin-bottom: -4.000pt;width: 25;height: 24;" id="image68" src="pbutdelete00075_25x24.gif" /> to delete the requests. See <a href="Delete_hold_requests.htm#XREF_92666_Delete_hold">Delete hold requests</a>.</li><li>Click <img alt="" style="margin-bottom: -8.500pt;width: 31;height: 30;" id="" src="pbutReactivate_31x30.gif" /> to reactivate the requests. See <a href="Reactivate_hold_requests.htm#XREF_39613_Reactivate_hold">Reactivate hold requests</a>.</li><li>Click <img alt="pbutConvILL.gif" style="margin-bottom: -4.000pt;width: 25;height: 24;" id="image70" src="pbutConvILL_25x24.gif" /> to convert the requests. See <a href="../PPill/Convert_hold_requests_to_ILL_requests.htm#XREF_12475_Create_an_ILL">Convert hold requests to ILL requests</a>.</li></ul></li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Your library may automatically delete Not-supplied hold requests after a specified period of time. </p>
|
||||
<h4>Related Information</h4>
|
||||
<p><span class="FM_BulletHead">Cancel a not-supplied request</span> - You can cancel a Not-supplied request from the Hold Request workform. Click the Cancel icon in the workform toolbar.</p>
|
||||
<p class="indent2">
|
||||
<img alt="CancelRequest.gif" style="margin-bottom: 0.000pt;width: 439;height: 213;" id="image71" src="CancelRequest_439x213.gif" /> </p>
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<h1><a name="XREF_46604_Manage_unclaimed"></a>Manage Unclaimed Hold Requests</h1>
|
||||
<p><a name="kanchor1784"></a><a name="IX_managing"></a><a name="kanchor1785"></a><a name="IX_unclaimed_managing"></a>The item status changes from Held to Unclaimed at 11:59 p.m. on the hold request’s unclaimed date if the item is not picked up. The unclaimed date is determined by the <b>Maximum days held for pickup</b> setting in Polaris Administration (see <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../../Patron_Services_Admin/PDPrequests/Set_Holds_options_Define_Terms.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set Holds options: Define terms and limits</span></a></MadCap:conditionalText>); dates closed and hours of operation (days closed) are taken into account in the calculation.</p>
|
||||
<p> To manage Unclaimed hold requests for items that were supposed to be picked up at your branch, but were not picked up:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>As long as an item’s status is still Held, you can <span class="FM_Emphasis">manually</span> extend the unclaimed date when a patron is unable to pick up the item by the original date. Change the <b>Unclaimed</b> date for the item in the Hold Request workform (see <a href="Edit_hold_request_data.htm#XREF_25956_Edit_a_hold_request">Edit hold request data</a>).</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Circulation, Request Manager</b> from the Polaris Shortcut Bar.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Request Manager workform - Hold Requests view appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select your branch in the <b>Branch name</b> box, <b>Pickup</b> in the <b>By</b> box, and <b>Unclaimed</b> in the <b>Status</b> box, if they are not already selected.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>For a paper copy of this information, select <b>Utilities</b>, <b>Reports</b> <b>and Notices</b> on the Polaris Shortcut Bar, and print the Unclaimed Checklist report. </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Pull the unclaimed materials from the holds pickup shelf. </li>
|
||||
<li value="4">Check in each item. See <a href="../PPckin/Do_a_normal_check-in_from_the_Check_In_workform.htm#XREF_61518_Do_a_basic_check">Do a normal check-in from the Check In workform</a>.</li>
|
||||
</ol>
|
||||
<p class="indent2">All unclaimed requests are automatically deleted or cancelled when the held items are checked in, depending on your library’s policy. </p>
|
||||
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|
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<h1><a name="XREF_82845_Review_hold"></a>Manage Pending Hold Requests (Requests-to-Fill)</h1>
|
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<p><a name="kanchor715"></a><a name="IX_pending"></a><a name="kanchor716"></a><a name="IX_reviewing_in_Request"></a>Polaris processes requests-to-fill once a day, during overnight processing. You view or print the Requests-To-Fill (<a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">RTF<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>Requests-To-Fill or RTF processing
|
||||
sends hold requests to designated libraries in a specified order. A library chooses to fill or deny the request. The request is routed until it is filled, it expires, or every library denies it.</span></a>) report daily to see what items other branches are requesting from you. For each pending request, you either check in the item to change its status and send it to the pickup branch, or deny the request in Polaris. Your library system determines how many days you have to respond to a request before it is routed to the next library in the sequence and no longer displays in your RTF list. </p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>An item filling a request can be <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">trapped<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>An item is said to be trapped for a hold when an item that fills a request is scanned at circulation and the system links the item to a specific request, either automatically or by displaying a message that prompts you for a decision.</span></a> at any branch in the routing sequence, at any time. RTF is simply a report to library staff that they have an item with a status of In that can fill a pending request.</p>
|
||||
<p>To review and process pending hold requests regularly:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Circulation </b>><b> Request Manager</b> from the Polaris Shortcut Bar.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Request Manager workform - Hold Requests view appears. When the view opens, the pending requests for your branch are listed. If the view is already open and they are not listed, select your branch in the <b><b style="font-weight: bold;">Branch name</b></b> box, <b><b style="font-weight: bold;">Item</b></b> in the<b><b style="font-weight: bold;">By</b></b> box, and <b><b style="font-weight: bold;">Pending</b></b> in the <b><b style="font-weight: bold;">Status</b></b> box.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />If the pickup location was changed for any held items, the items are listed in the Held items to transfer list. These held items can be pulled from the holds shelf and sent to the new pickup location.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Print the Requests-To-Fill report. See <a href="Fill_hold_requests_for_Requests-To-Fill.htm#XREF_25337_Fill_a_hold_request">Fill hold requests for Requests-To-Fill</a>.</li>
|
||||
</ol>
|
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<p class="NoteShade"><b>Note:<br /></b>You can also print the workform list view. Select the column header by which you wish to sort the list, then select <b>File </b>><b> Print </b>><b> List View</b>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Fill or deny items for RTF. See <a href="Fill_hold_requests_for_Requests-To-Fill.htm#XREF_25337_Fill_a_hold_request">Fill hold requests for Requests-To-Fill</a>, and <a href="Deny_items_for_Requests-To-Fill.htm#XREF_20685_Deny_an_item_for">Deny items for Requests-To-Fill</a>.</li>
|
||||
</ol>
|
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<p class="NoteShade"><b>Important:<br /></b>If you take no action on a pending request, the request is routed automatically to the next library in the RTF sequence after a library-defined number of days.</p>
|
||||
<p class="FM_Heading4n" data-mc-conditions="Primary.Hidden,Primary.Online">See also: <a href="../../Patron_Services_Admin/PDPrequests/Setting_Up_Holds_and_ILL_Request_Processing.htm">Setting Up Holds and ILL Request Processing</a>.</p>
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<h1><a name="XREF_30510_Viewing_Title_Holds"></a>Managing the Holds Queue</h1>
|
||||
<p><a name="kanchor4597"></a><a name="IX_queue"></a><a name="kanchor4598"></a><a name="IX_overview_41"></a>The holds queue is the prioritized list of Active, Pending, Located, or Shipped hold requests for a specific title or item. By default, hold requests are arranged from the oldest request at the top to the most recently created request at the bottom. The oldest request is usually filled first. However, you can manually change the order of the requests. </p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Certain administration settings for your library may also affect a request’s queue position, so that requests are not always filled in strict date and time order. See <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../../Patron_Services_Admin/PDPrequests/Set_Holds_options_Queue_and_Trapping_preferences.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set Holds options: Trapping preferences, queue settings</span></a>. </MadCap:conditionalText>Libraries may also choose not to display the request queue position in the PAC patron account. See <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../../Public_Access_Admin/PDOPatAcc/Enable_patron_account_access_-_PowerPAC.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Enable patron account access - PowerPAC</span></a>.</MadCap:conditionalText></p>
|
||||
<p><a name="kanchor4599"></a><a name="IX_rearranging_requests"></a><a name="kanchor4600"></a><a name="IX_rearranging_requests_in"></a>To change the order in which hold requests for a title are filled, by rearranging the requests in the queue:</p>
|
||||
<p class="NoteShade"><b>Note:<br></br></b>You need the Circulation permission <b>Modify hold queues: Allow </b>to do this procedure. </p>
|
||||
<p class="FM_Step">Open the Holds Queue by one of these methods:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Shortcut Bar </span>- Select <b>Circulation </b>><b> Holds Queue</b> to find the bibliographic or item record. When you double-click the record in the Find Tool results list, the Holds Queue workform for the record is displayed.</li>
|
||||
<li><span class="FM_BulletHead">Patron Status workform - Requests view</span> - Right-click the title, and select <b>Links </b>><b> Holds Queue</b> from the context menu.</li>
|
||||
<li><span class="FM_BulletHead">Hold Request workform</span> - Select <b>Links </b>><b> Holds Queue</b> from the menu bar.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>To see all the requests for the title, not just the active and pending requests, select <b>Links </b>><b> All Hold Requests</b> from the Holds Queue workform menu bar.</p>
|
||||
<p class="indent2">The Holds Queue workform opens. The workform lists the active and pending requests for the title. If your library allows item-level or first-available-copy requests, these are indicated by the item-level icon <img alt="ItemHoldIcon00066.gif" style="width: 25;height: 18;" id="image39" src="ItemHoldIcon00066_25x18.gif" class="imginline" /> at the beginning of the request line. Borrow by Mail requests are indicated by the Borrow by Mail icon <img alt="iconBBM00067.gif" style="width: 13.521pt;height: 13.521pt;" id="image40" src="iconBBM00067.gif" class="imginline" /> at the beginning of the request line. Item-level Borrow by Mail requests include an I in the Borrow by Mail icon <img alt="iconItemBBM00068.gif" style="width: 13.521pt;height: 13.521pt;" id="image41" src="iconItemBBM00068.gif" class="imginline" />.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Other users may be creating requests for a title, or request statuses may be changing. To view the most current request data for a title, select <b>View </b>><b> Refresh</b>, click the Refresh button, or press F5.</p>
|
||||
<p class="FM_Step">To see the queue for a specific volume in a multi-volume set, or a specific serial issue, select the volume or issue from the <b>Volume</b> or <b>Issue</b> filter list in the workform header area.</p>
|
||||
<p class="FM_Step">Select the hold request line item to be moved in the Queue list.</p>
|
||||
<p class="FM_Step">Choose one of the following options:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet">To move the request up in the queue one or more positions, click <img alt="pbut_MoveUpHold.gif" style="margin-bottom: -4.000pt;width: 21;height: 20;" id="image45" src="pbut_MoveUpHold_21x20.gif"></img> or press <b>CTRL+U</b>. Repeat as needed.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">To move the request down in the queue one or more positions, click <img alt="pbut_MoveDownHold.gif" style="margin-bottom: -4.000pt;width: 22;height: 20;" id="image46" src="pbut_MoveDownHold_22x20.gif"></img> <b>CTRL+W</b>. Repeat as needed.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">To move the request to the first position in the queue, click <img alt="pbut_MoveTopHold.gif" style="margin-bottom: -4.000pt;width: 21;height: 19;" id="image47" src="pbut_MoveTopHold_21x19.gif"></img> or press <b>CTRL+T</b>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">To move the request to the last position in the queue, click <img alt="pbut_MoveBotHold.gif" style="margin-bottom: -6.000pt;width: 24;height: 24;" id="image48" src="pbut_MoveBotHold_24x24.gif"></img> or press <b>CTRL+B</b>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="indent2">The hold request appears in its new position, with the other requests in the Queue list rearranged accordingly.</p>
|
||||
<p class="FM_Step">Select <b>File </b>><b> Save</b> to save your changes.</p>
|
||||
<p class="indent2">The status bar indicates that the order of the holds was changed successfully.</p>
|
||||
<p class="FM_Heading4n">Related Information</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Local preferred</span> - Patrons may not have their hold requests filled in the exact order of the queue. A pickup library may choose to have requests for its own items filled before requests for other branches’ items. <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../../Patron_Services_Admin/PDPrequests/Set_Holds_options_Queue_and_Trapping_preferences.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set Holds options: Trapping preferences, queue settings</span></a></MadCap:conditionalText></p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Queue position for patron-suspended or reactivated requests</span> - If your library allows patrons to suspend and reactivate their own hold requests from the PAC, the library can specify whether these requests retain their positions in the holds queue or are placed at the end of the queue. See <![CDATA[ ]]><a href="../../Patron_Services_Admin/PDPrequests/Set_Holds_options_Queue_and_Trapping_preferences.htm" class="MCXref xref" data-mc-conditions="Primary.Online,Primary.Hidden"><span style="color: Blue;" class="mcFormatColor">Set Holds options: Trapping preferences, queue settings</span></a></p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Loan periods for high-demand items</span> - Your library may choose to automatically shorten an item’s loan period if a specified number of hold requests are placed for the title.  This option allows high-demand titles to circulate more quickly. See <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../../Patron_Services_Admin/PDPrequests/Set_Holds_options_Alerts_and_blocks.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set Holds options: Define staff client and PAC alerts and blocks</span></a>.</MadCap:conditionalText></p>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services/PPholds/Place_hold_requests_-_multiple_patrons_one_title.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_78255_Place_multiple"></a>Place Hold Requests - Multiple Patrons, One Title</h1>
|
||||
<p><a name="kanchor5952"></a><a name="IX_placing_for_multiple"></a>If your library has patrons fill out request slips that you set aside for later processing, and several patrons have requested the same title, you can request the title once for all the patrons who want it.</p>
|
||||
<p> To place holds when multiple patrons request the same title:</p>
|
||||
<ol>
|
||||
<li value="1">On the Hold Request workform, fill in the <b>Pickup</b> box, <b>Activation</b> box, and <b>Expiration</b> box. See <a href="Place_single_or_consecutive_hold_requests.htm#XREF_17602_Request_a_title">Place single or consecutive hold requests</a>.</li>
|
||||
<li value="2">If you want to use a different pickup branch, activation date, or expiration date for a particular patron, you must change the setting for that patron’s request after all the requests are created.</li>
|
||||
<li value="3">Select multiple patrons by doing the following steps:<ol style="list-style-type: lower-alpha;"><li value="1">Click the patron <b>Find</b> button to search for the first patron record.</li><li value="2">Select the appropriate records in the results list.You must select more than one patron to set up the multiple request. You can delete patrons from the multi-request later (see step 3).</li><li value="3">Right-click in the results list, and choose <b>Select</b> from the context menu. </li></ol></li>
|
||||
</ol>
|
||||
<p class="indent2">The Multi-Request view appears with the selected patrons in the Patrons list. The Patrons list includes each patron’s name, barcode, registration library, and patron code.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">To edit the patron list, choose one of the following options:</li>
|
||||
</ol>
|
||||
<blockquote>
|
||||
<ul type="disc">
|
||||
<li>To add a patron to the list, click <img alt="pbut_Add.gif" style="width: 25;height: 18;" id="image9" src="pbut_Add_25x18.gif" class="imginline" /> or press <b>CTRL+R</b> to do a patron record search. Right-click the patron in the results list, and choose <b>Select</b> from the context menu.</li>
|
||||
<li>To remove one or more patrons, select the patrons in the Patrons list, and click <img alt="pbut_Remove.gif" style="width: 25;height: 18;" id="image10" src="pbut_Remove_25x18.gif" class="imginline" /> or press <b>CTRL+E</b>.</li>
|
||||
</ul>
|
||||
</blockquote>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">To select a title, do the following steps:<ol style="list-style-type: lower-alpha;"><li value="1">Click <img alt="pbut_Add00052.gif" style="width: 23;height: 18;" id="image11" src="pbut_Add00052_23x18.gif" class="imginline" /> or press <b>CTRL+T</b> to do a bibliographic (or item) record search.</li><li value="2">Right-click the record in the results list, and choose <b>Select</b> from the context menu.</li></ol></li>
|
||||
</ol>
|
||||
<p class="indent2">The Multi-Request view appears with the selected title in the Titles list. For a bibliographic record, the title and author are included. For an item record, the title, author, material type, assigned branch, call number, and barcode are included.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you want to select a different title, select the title in the Titles list, click the minus button or press <b>CTRL+M </b>to delete it, and click the plus sign to do a bibliographic record search.</p>
|
||||
<ol start="6">
|
||||
<li value="6">If you want to input notes, fill in the appropriate boxes on the Notes view. </li>
|
||||
</ol>
|
||||
<p class="indent2">If you want a different note for a specific request, you must change that request’s note after all the requests are created.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="7">Select <b>File </b>><b> Save</b> to save the requests.</li>
|
||||
</ol>
|
||||
<p class="indent2">The requests are saved as several individual requests. The <b>Status</b> (<b>multi-request</b>) and <b>Request date</b> boxes are filled in. For item requests, the <b>This item only</b> checkbox is selected.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="8">If you want to edit a request, close the Hold Request workform and open the request. See <a href="Edit_hold_request_data.htm#XREF_25956_Edit_a_hold_request">Edit hold request data</a>.</li>
|
||||
</ol>
|
||||
<p class="indent2">You must edit the requests individually. You cannot edit all the requests at the same time.</p>
|
||||
<p class="FM_Heading4n"><a name="XREF_93035_Related_Topics"></a>Related Information</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Request one title for one patron</span> - See <a href="Place_single_or_consecutive_hold_requests.htm#XREF_17602_Request_a_title">Place single or consecutive hold requests</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Request multiple titles for one patron</span> - See <a href="Place_hold_requests_-_multiple_titles_one_patron.htm#XREF_80771_Place_hold">Place hold requests - multiple titles, one patron</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Messages/dialog boxes</span> - See <a href="Hold_Request_Messages_and_Blocks.htm#XREF_13072_Hold_Request">Hold Request Messages and Blocks</a>.</p>
|
||||
</li>
|
||||
</ul>
|
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</div>
|
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|
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<div id="footer">
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services/PPholds/Place_hold_requests_-_multiple_titles_one_patron.htm">Open topic with navigation</a>
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<div class="nocontent">
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_80771_Place_hold"></a>Place Hold Requests - Multiple Titles, One <a name="kanchor4750"></a>Patron</h1>
|
||||
<p><a name="kanchor4751"></a><a name="IX_placing_for_multiple_1"></a>You can request multiple titles for one patron at once. For example, a patron may request several volumes in a series or several books by the same author. </p>
|
||||
<p>To request multiple titles for one patron:</p>
|
||||
<ol>
|
||||
<li value="1">On the Hold Request workform, fill in the <b>Pickup</b>, <b>Activation</b>, and <b>Expiration</b> boxes. </li>
|
||||
</ol>
|
||||
<p class="indent2">If you want to use a different pickup branch, activation date, or expiration date for a request, you must change the setting for the request after all the requests are created.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">To specify or change the requesting patron, choose one of the following options:<ul type="disc"><li>Scan the patron’s barcode in the <b>Barcode</b> box.</li><li>Click Patron <b>Find</b> to do a patron record search, right-click the record in the Results list, and choose <b>Select</b> from the context menu. </li></ul></li>
|
||||
</ol>
|
||||
<p class="indent2">The <b>Name</b>, <b>Barcode</b>, <b>Code</b>, and <b>Registered at</b> boxes are filled in.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select multiple titles by doing the following steps:<ol style="list-style-type: lower-alpha;"><li value="1"><span class="FM_StepNumber"><span style="word-spacing: normal;font: 6.0pt "Times New Roman";"> </span></span>Click Find and search for the bibliographic records. Or, if you are placing item-specific holds, you can change the object in the Find Tool and search for the item records. </li><li value="2">Select the appropriate records in the Results list. You can remove titles from the multi-request later.</li><li value="3">Right-click in the Results list, and choose <b>Select</b> from the context menu. </li></ol></li>
|
||||
</ol>
|
||||
<p class="indent2">The Multi-Request view shows the selected patron in the Patrons list and the selected titles in the Titles list. For bibliographic records, the title and author are included. For item records, the title, author, material type, assigned branch, call number, and barcode are included.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">To modify the Titles list, choose one of the following options:<ul type="disc"><li><p class="FM_Bullet">To add one or more titles, click the plus sign button <img alt="pbut_Add00055.gif" style="width: 23;height: 18;" id="image15" src="pbut_Add00055_23x18.gif" class="imginline" /> or press <b>CTRL+T</b> to do a bibliographic record search. Select the appropriate titles in the results list, right-click in the results list, and choose <b>Select</b> from the context menu.</p></li><li><p class="FM_Bullet">To remove one or more titles, select the titles in the Titles list, and click the minus sign button <img alt="pbut_Remove00056.gif" style="width: 24;height: 18;" id="image16" src="pbut_Remove00056_24x18.gif" class="imginline" /> or press <b>CTRL+R</b>.</p></li></ul></li>
|
||||
</ol>
|
||||
<blockquote>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you want to select a different patron, select the patron in the Patrons list, click <img alt="pbut_Remove00057.gif" style="margin-bottom: -4.000pt;width: 20;height: 18;" id="image17" src="pbut_Remove00057_20x18.gif" /> to delete the entry, and click <img alt="pbut_Add00058.gif" style="margin-bottom: -4.000pt;width: 20;height: 18;" id="image18" src="pbut_Add00058_20x18.gif" /> to do a patron record search.</p>
|
||||
</blockquote>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">To add notes, type them in the appropriate boxes on the Notes view. See <a href="Place_single_or_consecutive_hold_requests.htm#XREF_17602_Request_a_title">Place single or consecutive hold requests</a>.</li>
|
||||
</ol>
|
||||
<p class="indent2">If you want a different note for a specific request, you must change that request’s note after all the requests are created.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">Select <b>File </b>><b> Save</b> to save the requests.</li>
|
||||
</ol>
|
||||
<p class="indent2">The requests are saved as several individual requests. The Status (<b>multi-request</b>) and <b>Request date</b> boxes are filled in. For item requests, the <b>This item only</b> checkbox is selected.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="7">To edit a request, close the Hold Request workform and open the request. See <a href="Edit_hold_request_data.htm#XREF_25956_Edit_a_hold_request">Edit hold request data</a>.</li>
|
||||
</ol>
|
||||
<p class="indent2">You cannot edit all the requests at the same time.</p>
|
||||
<h4><a name="XREF_38062_Related_Topics"></a>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Grouping holds</span> - You can group a patron’s related holds so that when one request is filled, the others in the group are cancelled. See <a href="Group_patron_hold_requests.htm#XREF_28957_Group_a_patron_s">Group a patron’s hold requests</a>.</li>
|
||||
<li><span class="FM_BulletHead">One title for one patron</span> - See <a href="Place_single_or_consecutive_hold_requests.htm#XREF_17602_Request_a_title">Place single or consecutive hold requests</a>.</li>
|
||||
<li><span class="FM_BulletHead">One title for multiple patrons</span> - See <a href="Place_hold_requests_-_multiple_patrons_one_title.htm#XREF_78255_Place_multiple">Place hold requests - multiple patrons, one title</a>.</li>
|
||||
<li><span class="FM_BulletHead">Messages/dialog boxes</span> - See <a href="Placing_Hold_Requests.htm#XREF_13072_Hold_Request">Hold Request Messages and Blocks</a>.</li>
|
||||
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services/PPholds/Place_single_or_consecutive_hold_requests.htm">Open topic with navigation</a>
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<h1><a name="XREF_17602_Request_a_title"></a>Place Single or Consecutive Hold Requests</h1>
|
||||
<p><a name="kanchor536"></a><a name="IX_placing_one_or"></a>After you have saved a hold request, you can place another request for the same patron or title using much of the information from the saved request. For information on messages that may appear, see <a href="Hold_Request_Messages_and_Blocks.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Hold Request Messages and Blocks</span></a>.</p>
|
||||
<p>To place a single hold request or multiple hold requests consecutively:</p>
|
||||
<p class="NoteShade"><b>Tip: <br /></b>Click <b><img alt="but_hold.gif" style="width: 21.912pt;height: 22.649pt;margin-bottom: -6.000pt;" id="image0" src="but_hold.gif" /> </b>to display the Hold Request workform. This button appears on any workform where you can also select <b>Tools </b>><b> Place Hold</b>. On the Check Out, Check In, and Patron Status workforms, you can press <b>CTRL+H</b>.</p>
|
||||
<ol>
|
||||
<li value="1">Open the Hold Request workform from one of the following locations:<ul type="disc"><li><span class="FM_BulletHead">Bibliographic record</span> - Select <b>Tools </b>><b> Place Hold</b> from the menu bar.</li><li><span class="FM_BulletHead">Check In workform</span> - Select <b>Tools </b>><b> Place Hold</b> from the menu bar.</li><li><span class="FM_BulletHead">Check Out workform</span> - Select <b>Tools </b>><b> Place Hold</b> from the menu bar.</li><li><span class="FM_BulletHead">Find Tool Results list (patron, bibliographic or item records)</span> - Right-click a record, and select <b>Place Hold</b> from the context menu.</li><li><span class="FM_BulletHead">Holds Queue</span> - Click <img alt="pbut_Hold.gif" style="width: 25;height: 18;" id="image1" src="pbut_Hold_25x18.gif" class="imginline" />. For information about working with the Holds Queue, see <a href="Managing_the_Holds_Queue.htm#XREF_30510_Viewing_Title_Holds">Managing the Holds Queue</a>.</li><li><span class="FM_BulletHead">Item Record</span> - Select <b>Tools </b>><b> Place Hold</b> from the menu bar.</li><li><span class="FM_BulletHead">Patron Registration workform</span> - Select <b>Tools </b>><b> Place Hold</b> from the menu bar.</li><li><span class="FM_BulletHead">Patron Status workform</span> - Select <b>Tools </b>><b> Place Hold</b> from the menu bar.</li><li><span class="FM_BulletHead">Polaris Shortcut Bar</span> - Select <b>File </b>><b> New</b> from the Shortcut Bar. Then select <b>Hold Request</b> from the New dialog box, and click <b>OK</b>.</li><li><span class="FM_BulletHead">Request Manager (Hold Requests view)</span> - Click <img alt="pbut_Hold00051.gif" style="width: 25;height: 18;" id="image2" src="pbut_Hold00051_25x18.gif" class="imginline" />. For information about working with the Request Manager, see <a href="Daily_Request_Processing.htm#XREF_26045_Filling_Denying">Daily Request Processing</a>.</li><li><span class="FM_BulletHead">Purchase Order workform, Line Items view</span> - Right-click a line item and select <b>Place Hold</b> from the context menu.</li><li><span class="FM_BulletHead">Purchase Order Line Item workform</span> - Select <b>Tools </b>><b> Place Hold</b> from the menu bar.</li></ul></li>
|
||||
</ol>
|
||||
<p class="indent2">The Hold Request workform appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">In the <b>Pickup</b> box, select the branch where the patron wants to pick up the item. </li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The <b>Borrow by mail</b> and <b>Tracking number</b> fields are used by libraries that check out and send requested materials to patrons. See <a href="../PPBorrowBM/Borrow_By_Mail_Circulation.htm#XREF_58531_Managing_Course">Borrow By Mail Circulation</a>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">In the <b>Activation</b> box, select the date when the hold request should be activated.</li>
|
||||
</ol>
|
||||
<p class="indent2">The activation date determines when items can trap to fill the request. </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">In the <b>Expiration</b> box, select the date after which the requested item is not needed.</li>
|
||||
<li value="5">To input or change the requesting patron, use one of the following methods:<ul type="disc"><li>Scan or type the patron’s barcode in the <b>Barcode</b> box.</li><li>Click Patron <b>Find</b> to do a patron record search, right-click the record in the Results list, and choose <b>Select</b> from the context menu. </li></ul></li>
|
||||
</ol>
|
||||
<blockquote>
|
||||
<p class="FM_List">The <b>Name</b>, <b>Barcode</b>, <b>Code</b>, and <b>Registered at</b> boxes are filled in.</p>
|
||||
</blockquote>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>To preview a bibliographic record and the items linked to it before you select it for the hold request, right-click the record in the Find Tool results list, and select <b>Preview</b> from the context menu.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">To select a title for the hold request, click Title <b>Find</b> to do a bibliographic or item record search, right-click the record in the results list, and choose <b>Select</b> from the context menu.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you select a bibliographic-level serial title or a title with multiple parts and your library allows <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">first available copy requests<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>Hold requests for specific issues of a serial title (such as the May 2015 issue of Horticulture Magazine ) or specific parts of a multi-part title (such as the first season of a television series on DVD).</span></a>, a message appears. If the bibliographic record includes issue designations, you can select a specific issue. If there are no issue designations, you can select a specific item. If the bibliographic record is not a serial, but it has volume data, you can select a specific volume.</p>
|
||||
<p class="indent2">The applicable boxes in the Details frame are filled in.</p>
|
||||
<p class="NoteShade"><a name="kanchor537"></a><a name="IX_serial_issues"></a><a name="kanchor538"></a><a name="IX_unlocking"></a><b>Note:<br /></b>You can also specify the title by typing its information. However, you must unlock the hold request. This is risky, since the request may not be filled if the information does not match the database. Also, you cannot lock a request after unlocking it. To use this method, select <b>Tools, Unlock Request</b>. A message indicates that the request may not be filled. Click <b>Yes</b> to continue. All the boxes in the Details frame, except <b>Item barcode</b>, are available for editing. Type the title’s information in the appropriate boxes.</p>
|
||||
<p class="indent2">For serial issues with linked item records, you can make item-level requests as you would for a monographic item. Use the <b>Unlock Request</b> function for serial issues without linked item records, you can select <b>Tools, Unlock Request </b>to make the <b>Copy</b> and <b>Issue</b> fields available for data entry. Data in the <b>Copy</b> and <b>Issue</b> fields is informational only and is not used to match an item to the hold request. However, if you convert the hold request to an ILL request, information in these fields is placed in the appropriate fields of the ILL request. See <a href="../PPill/Creating_Interlibrary_Loan_Requests.htm#XREF_70121_Status_Table">Creating Interlibrary Loan Requests</a>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="7">If you want to enter notes for the hold request, select <b>View</b>, <b>Notes</b> or click <img alt="HoldReqNotesBtn.gif" style="margin-bottom: -8.000pt;width: 25;height: 24;" id="image4" src="HoldReqNotesBtn_25x24.gif" /> to display the Notes view, and type the note as follows:<ul type="disc"><li><p class="FM_Bullet"><a name="kanchor539"></a><a name="IX_display_notes"></a>If you want a note to appear on the hold slip, type the information in the <b>Staff Display</b> box. This note is also displayed in a message to staff when an item is <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">trapped<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>An item is said to be trapped for a hold when an item that fills a request is scanned at circulation and the system links the item to a specific request, either automatically or by displaying a message that prompts you for a decision.</span></a> for a hold at circulation.</p></li></ul></li>
|
||||
</ol>
|
||||
<blockquote>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The library may set default text for this note for Borrow by Mail Requests. See <a href="../PPBorrowBM/Placing_Borrow_by_Mail_Requests.htm#XREF_91208_Placing_Borrow_by">Placing Borrow by Mail Requests</a>.</p>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<ul type="disc">
|
||||
<li>If you want a note to be viewed online by staff only, but <span class="FM_Emphasis">not</span> appear on the hold slip, type the information in the <b>Non-public</b> box.</li>
|
||||
<li>If you have the Circulation permission <b>Modify PAC display note: Allow, </b>you can add or modify the PAC display note on the Hold Request workform - Notes view. This note is available to patrons in the PAC patron account - Requests page.</li>
|
||||
</ul>
|
||||
</blockquote>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The library may set default text for this note for Borrow by Mail Requests. See <a href="../PPBorrowBM/Placing_Borrow_by_Mail_Requests.htm#XREF_91208_Placing_Borrow_by">Placing Borrow by Mail Requests</a>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="8">Select <b>File </b>><b> Save</b> to save the request.</li>
|
||||
</ol>
|
||||
<p class="indent2">The <b>Status</b> (<b>Active</b>) and <b>Request date</b> boxes are filled in. For item requests, the <b>This item only</b> checkbox is selected.</p>
|
||||
<p class="indent2">If the hold request includes a note, the Notes view icon is yellow <img alt="NotesBtnYellow.gif" style="width: 21;height: 18;" id="image6" src="NotesBtnYellow_21x18.gif" class="imginline" />.</p>
|
||||
<p class="indent2">On the Notes view, the <b>Request Satisfied By</b> list displays the items that can fill the hold request.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>If you are placing more requests for the same patron or title, do not close the workform. Go to step 9.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="9">If you want to place another request, choose one of the following options:<ul type="disc"><li><span class="FM_BulletHead">Same title, different patron</span> - Select <b>File </b>><b> New </b>><b> Patron</b>, or press <b>CTRL+G</b>. A new Hold Request workform appears with the same information in the Details frame boxes. The Patron frame boxes are blank.</li></ul><ul type="disc"><li><span class="FM_BulletHead">Different title, same patron</span> - Select <b>File </b>><b> New </b>><b> Title</b>, or press <b>CTRL+H</b>. The saved request closes. A new Hold Request workform appears with the same information in the Patron frame boxes. The Details frame boxes are blank.</li></ul><ul type="disc"><li><span class="FM_BulletHead">Different title, different patron</span> - Select <b>File </b>><b> New </b>><b> Blank</b>, or press <b>CTRL+N</b>.</li></ul></li>
|
||||
</ol>
|
||||
<p class="FM_List">A new blank Hold Request workform appears.</p>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor540"></a><a name="IX_item_holdability"></a><span class="FM_BulletHead">Item holdability</span> - Holdability is an item’s eligibility to be trapped for a hold request. A specific item may be holdable without restrictions, with specified restrictions, or not holdable under any conditions. The Item Record workform - Circulation view indicates an item’s holdability status. In addition, your library may prevent items with selected circulation statuses from being held. </li>
|
||||
<li><a name="kanchor541"></a><a name="IX_item_level_holds_and"></a><span class="FM_BulletHead">Items relinked to a new bibliographic record</span> - If an item is linked to a different bibliographic record after an item-level hold request is placed, the hold request is updated with the new bibliographic information.</li>
|
||||
<li><a name="kanchor542"></a><a name="IX_request_history_viewing"></a><span class="FM_BulletHead">Request history</span> - You can see the request’s status as it passes from branch to branch in the request-to-fill (<a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">RTF<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>Requests-To-Fill or RTF processing
|
||||
sends hold requests to designated libraries in a specified order. A library chooses to fill or deny the request. The request is routed until it is filled, it expires, or every library denies it.</span></a>) cycle. Each time the request passes to a different branch, the status is displayed as Pending. On the Hold Request workform, select <b>View, Notes</b>. Request history information is located at the bottom of the Notes view. For Pending requests, the Branch column lists the current branch in the RTF cycle that has an item eligible to fill the request. For example, if the status is Pending and Library A is the listed branch, the request appears on Library A’s requests-to-fill report. For more information about RTF processing, see <a href="Daily_Request_Processing.htm#XREF_26045_Filling_Denying">Daily Request Processing</a>.</li>
|
||||
<li><span class="FM_BulletHead">Multiple hold requests</span> - You can request one title for multiple patrons, or multiple titles for one patron, at the same time. See <a href="Place_hold_requests_-_multiple_patrons_one_title.htm#XREF_78255_Place_multiple">Place hold requests - multiple patrons, one title</a> and <a href="Place_hold_requests_-_multiple_titles_one_patron.htm#XREF_80771_Place_hold">Place hold requests - multiple titles, one patron</a>.</li>
|
||||
<li><span class="FM_BulletHead">Grouping holds</span> - You can group a patron’s related holds so that when one request is filled, the others in the group are cancelled. See <a href="Group_patron_hold_requests.htm#XREF_28957_Group_a_patron_s">Group a patron’s hold requests</a>.</li>
|
||||
<li><span class="FM_BulletHead">Patron-initiated hold requests</span> - Your library may allow patrons to place hold requests from the PAC. See PAC online Help.</li>
|
||||
<li><span class="FM_BulletHead">Borrow By Mail</span> - On the Hold Request workform, the <b>Borrow by mail</b> and <b>Tracking number</b> fields are used by libraries that check out and send requested materials to patrons. See <a href="../PPBorrowBM/Borrow_By_Mail_Circulation.htm#XREF_58531_Managing_Course">Borrow By Mail Circulation</a>.</li>
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<h1><a name="XREF_58179_Creating_Hold"></a>Placing Hold Requests</h1>
|
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<p><a name="kanchor5414"></a><a name="IX_placing_overview"></a>You can request one or multiple titles for a patron, or the same title for multiple patrons. You can also request specific items and your library may also allow <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">first available copy requests<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>Hold requests for specific issues of a serial title (such as the May 2015 issue of Horticulture Magazine ) or specific parts of a multi-part title (such as the first season of a television series on DVD).</span></a> on a specific issue of a serial or a specific part of a multipart set. A hold request can be placed on any bibliographic or item record, unless the record is provisional (incomplete) or an item is restricted from holds in some way.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>EContent cannot be requested from the Polaris staff client. Patrons place holds on eContent using the PAC. </p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="Place_single_or_consecutive_hold_requests.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Place Single or Consecutive Hold Requests</span></a>
|
||||
</li>
|
||||
<li><a href="Place_hold_requests_-_multiple_patrons_one_title.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Place Hold Requests - Multiple Patrons, One Title</span></a>
|
||||
</li>
|
||||
<li><a href="Place_hold_requests_-_multiple_titles_one_patron.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Place Hold Requests - Multiple Titles, One Patron</span></a>
|
||||
</li>
|
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<li><a href="Hold_Request_Messages_and_Blocks.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Hold Request Messages and Blocks</span></a>
|
||||
</li>
|
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|
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<p class="FM_Heading3"><a name="TOC_Hold_Request_Messages"></a><a name="XREF_13072_Hold_Request"></a>
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<h1><a name="XREF_39613_Reactivate_hold"></a>Reactivate Hold Requests</h1>
|
||||
<p><a name="kanchor4412"></a><a name="IX_reactivating"></a>You can reactivate Canceled, Expired, and Not-supplied hold requests to permit items to fill them. When you reactivate a hold request, the request immediately becomes active with a new expiration date, and items can be <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">trapped<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>An item is said to be trapped for a hold when an item that fills a request is scanned at circulation and the system links the item to a specific request, either automatically or by displaying a message that prompts you for a decision.</span></a> for it. The reactivated request’s position in the holds queue is determined by a Polaris Administration setting. See <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../../Patron_Services_Admin/PDPrequests/Set_Holds_options_Queue_and_Trapping_preferences.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set Holds options: Trapping preferences, queue settings</span></a>. </MadCap:conditionalText>You might reactivate a cancelled request if a patron decides she wants a title after all. You might choose to reactivate Expired and Not-supplied requests to provide another opportunity to trap items for the request. </p>
|
||||
<p>To reactivate one or more hold requests:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>A Not-supplied request cannot be made Active if the conditions that made it not supplied have not changed. You can reactivate the request, but as soon as the system determines that it cannot be filled, the status again becomes Not-supplied.</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can also display the hold requests on the Patron Status workform - Holds view. Right-click the requests in the list, and select <b>Reactivate</b> from the context menu. In the Hold Request workform, select <b>Tools, Reactivate</b> or click <img alt="pbutReactivate.gif" style="width: 29;height: 18;" id="image56" src="pbutReactivate_29x18.gif" class="imginline" />. In a Bibliographic or Item Record workform, select <b>Links, All Hold Requests</b>, right-click the request in the Linked Hold Requests dialog box, and select <b>Reactivate</b> from the context menu.</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Circulation, Request Manager</b> from the Polaris Shortcut Bar.</li>
|
||||
<p>The Request Manager workform - Hold Requests view appears.</p>
|
||||
<li value="2">Select a library in the <b>Branch name</b> box and one of the following options in the <b>By</b> box, according to the requests you want to display: <ul type="disc"><li><b>Item</b> - Displays requests for items that are owned by the selected library</li><li><b>Patron</b> - Displays requests for patrons who are registered at the selected library</li><li><b>Pickup</b> - Displays requests to be picked up at the selected library</li></ul></li>
|
||||
<li value="3">Select a hold request status in the <b>Status</b> box. </li>
|
||||
<p>You can reactivate requests that are Cancelled, Expired, or Not-supplied.</p>
|
||||
<li value="4">Select the requests.</li>
|
||||
<li value="5">Click <img alt="" style="width: 31;height: 18;" id="" src="pbutReactivate_31x18.gif" class="imginline" /> above the Requests list, or press <b>CTRL+A</b>.</li>
|
||||
<p>The list shows requests with the status Canceled, Expired, or Not-supplied, so the requests you reactivated are no longer displayed. Their status has changed to Active.</p> </ol>
|
||||
<h4>Related Information</h4>
|
||||
<p><span class="FM_BulletHead">Patron control of hold requests</span> - Your library may allow patrons to suspend Active or Pending hold requests and place hold requests with activation dates in the future from the PAC. A Polaris Administration setting controls the queue position of these requests when they are re-activated or the activation date is reached. See <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../../Patron_Services_Admin/PDPrequests/Set_Holds_options_Alerts_and_blocks.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set Holds options: Define staff client and PAC alerts and blocks</span></a>.</MadCap:conditionalText></p>
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<h1>Set a hold request to Ask me later</h1>
|
||||
<p>You can mark a hold with Ask me later when your branch has an item on the <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">RTF<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>Requests-To-Fill or RTF processing
|
||||
sends hold requests to designated libraries in a specified order. A library chooses to fill or deny the request. The request is routed until it is filled, it expires, or every library denies it.</span></a> list that staff cannot immediately locate. When this option is selected, the system removes the item from display in the library’s pending list and moves the request to the next step in RTF, allowing the request to go to the next branch as soon as possible. When enabled, the Ask Me Later icon appears next to the item in the Items list. Unlike Deny, which removes the item from eligibility to fill the request, Ask Me Later leaves the item eligible to fill the request, giving the library another chance to fill the request.</p>
|
||||
<p>The following are exceptions and additional functions for Ask Me Later: </p>
|
||||
<p><span style="font-weight: bold;">If there are no In items - </span>If other branches have items, but none are In, the request cannot be routed. In this case, set the request to Active, wait for the “Days at Branch” defined for this branch to pass, re-submit to RTF.</p>
|
||||
<p>There are no eligible items, as in the following conditions: </p>
|
||||
<ul>
|
||||
<li><span style="word-spacing: normal;font: 6.0pt "Times New Roman";"> </span>If this is the only item that can fill the request because all other items are restricted or set Not-holdable.</li>
|
||||
<li><span style="word-spacing: normal;font: 6.0pt "Times New Roman";"> </span>If the request is an item-level request.</li>
|
||||
<li>If no other branch has any holdable items, but this branch has more than one holdable item. </li>
|
||||
</ul>
|
||||
<p>In each of these cases, a message displays indicating that the request cannot be routed, and the request remains Pending at the branch until some other action is taken. </p>
|
||||
<p>Ask Me Later will not work in the following conditions:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet"><span style="font-weight: bold;">Only one routing cycle -</span> If there are no items in the secondary cycle and only one cycle is allowed in the primary, if Ask Me Later is selected, the request will not go back to the primary and ask again. In this case there would be no further RTF activity, the request would remain Active.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><span style="font-weight: bold;">One day left in number of days defined for the primary cycle - </span>The request will not be routed back to the library.</p>
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<h1>Suspend/Reactivate Holds in Bulk from Patron Account</h1>
|
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<p>You can update the activation dates for multiple requests from the patron record. This option is enabled when all selected holds are in a status of Active, Inactive, or Pending/Located.</p>
|
||||
<ol>
|
||||
<li value="1">Right-click one or more holds from the Patron Holds View, and select <b>Suspend/Reactivate</b>.<br /><img src="../../../Resources/Images/SusReactBlkHldsPatStffClnt1.png" alt="" /><br /></li>
|
||||
<li value="2">Select an activation date from the <b>Activation Date</b> dialog box, and select <b>OK</b>. Only the current and future dates are enabled.<br /><img src="../../../Resources/Images/SusReactBlkHldsPatStffClnt2.png" alt="" /><br />The activation dates for the selected holds are updated. Holds that are now inactive or may now be pending/located will display those statuses.<br /><img src="../../../Resources/Images/SusReactBlkHldsPatStffClnt3.png" alt="" /><br /></li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:</b> <br />Limit checks are performed when a hold is placed, not when the activation date is updated. There is no message when a hold is re-activated, but the limits are still respected during the <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">RTF<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>Requests-To-Fill or RTF processing
|
||||
sends hold requests to designated libraries in a specified order. A library chooses to fill or deny the request. The request is routed until it is filled, it expires, or every library denies it.</span></a> processing, which will leave a request active (or not supplied based on SA) until the patron is under their limits.</p>
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<h1><a name="XREF_70937_Transfer_a_hold"></a>Transfer a Hold Request to Another Bib or Item</h1>
|
||||
<p><a name="kanchor372"></a><a name="IX_from_one_bib_to_another"></a><a name="kanchor373"></a><a name="IX_transferring_to_another"></a>You can transfer Active or Inactive hold requests from one bibliographic or item record to another. For example, you may want to transfer a hold request from a bibliographic record with many hold requests to a record with fewer requests or more copies. A transferred request is a new request. The pick-up branch, activation date, expiration date, and patron data are transferred from the original request, but the original request’s history is lost. When the transferred request is saved, the original is deleted, and the transferred request is placed at the end of the holds queue for the title, like any other new request. </p>
|
||||
<p>To transfer a hold request from one bibliographic or item record to another one:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To transfer requests, you need the permissions <b>Hold requests: Create</b> and <b>Hold requests: Delete</b> (refer to <a href="../../Patron_Services_Admin/PDPreceipts/Set_fine_receipt_options.htm" class="MCXref xref" data-mc-conditions="Primary.Online,Primary.Hidden"><span style="color: Blue;" class="mcFormatColor">Set fine receipt options</span></a>).</p>
|
||||
<ol>
|
||||
<li value="1">Open the hold request you want to transfer in the Hold Request workform. See <a href="Edit_hold_request_data.htm#XREF_25956_Edit_a_hold_request">Edit hold request data</a>.</li>
|
||||
<li value="2">Select <b>Tools </b>><b> Transfer</b> from the menu bar.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="pHoldReqTransfer.gif" style="margin-bottom: 0.000pt;width: 471;height: 197;" id="image51" src="pHoldReqTransfer_471x197.gif" /> </p>
|
||||
<p class="indent2">A message indicates that the request history will be lost.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Click <b>Yes</b> in the message box to continue with the transfer.</li>
|
||||
</ol>
|
||||
<p class="indent2">A new Hold Request workform is displayed with the pick-up branch, activation date, expiration date, and patron data from the original request. The Details frame boxes are empty.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can also specify the title by typing its information. However, you must unlock the hold request. This is risky, because the request may not be filled if the information does not match the database. Also, you cannot lock a request after unlocking it. To use this method, select <b>Tools </b>><b> Unlock Request</b>. A message indicates that the request may not be filled. Click <b>Yes</b> to continue. All the boxes in the Details frame, except <b>Item barcode</b>, are available for editing. Type the title’s information in the appropriate boxes.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">To select a title/item, click Title <b>Find</b> to do a bibliographic or item record search, right-click the record in the Results list, and choose <b>Select</b> from the context menu.</li>
|
||||
</ol>
|
||||
<p class="indent2">After you choose <b>Select</b>, the applicable boxes in the Details frame are filled in.</p>
|
||||
<p class="indent2">For serial issues with linked item records, you can make item-level requests as you would for a monographic item. For serial issues without linked item records, you can select <b>Tools </b>><b> Unlock Request </b>to make the <b>Copy</b> and <b>Issue</b> fields available for data entry. Data in these fields is informational only and is not used to match an item to the hold request. However, if you convert the hold request to an ILL request, information in these fields is placed in the appropriate fields of the ILL request. See <a href="../PPill/Creating_Interlibrary_Loan_Requests.htm#XREF_70121_Status_Table">Creating Interlibrary Loan Requests</a>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Add or edit information, as needed.</li>
|
||||
<li value="6">Select <b>File </b>><b> Save</b> to save the transferred request.</li>
|
||||
</ol>
|
||||
<p class="indent2">The transferred request is placed at the end of the holds queue for the title. The original request is deleted.</p>
|
||||
<h3>Related Information</h3>
|
||||
<p><a name="kanchor374"></a><a name="IX_holds_queue_position"></a>When a new bibliographic record replaces an existing record, any holds attached to the old record are transferred to the new record. These requests maintain their position in the queue.</p>
|
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<h1><a name="XREF_33675_Ungroup_a_patron_s"></a>Ungroup a Patron’s Hold Requests</h1>
|
||||
<p><a name="kanchor112"></a><a name="IX_ungrouping"></a>A group is automatically deleted if all but one request is ungrouped. This procedure does not delete the requests; it simply removes them from their groups. </p>
|
||||
<p>To remove one, multiple, or all requests from a group: </p>
|
||||
<ol>
|
||||
<li value="1">Open the patron’s record in the Patron Status workform - Requests view. See <a href="Display_patron_hold_requests.htm#XREF_52341_Display_a_patron_s">Display a patron’s hold requests</a>.</li>
|
||||
<li value="2">Select the requests you want to remove from the group in the Polaris requests list.</li>
|
||||
<li value="3">Click <img alt="pbut_Ungroup.gif" style="margin-bottom: -4.000pt;width: 29;height: 28;" id="image38" src="pbut_Ungroup_29x28.gif" /> or press <b>CTRL+R</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The group letter no longer appears in the Group column for the requests you selected. Use the horizontal scroll bar to see this column.</p>
|
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services/PPholds/Working_with_Hold_Requests.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_12272_Working_with"></a>Working with Hold Requests</h1>
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<p><a name="kanchor4172"></a><a name="IX_hold_requests_overview"></a><a name="kanchor4173"></a><a name="IX_See_hold_requests"></a><a name="kanchor4174"></a><a name="IX_processing_overview"></a>When a patron wants a title that is not available at your library, but is owned by your library system, you or the patron can place a request for the title (title-level hold) or a specific copy of the title (item-level hold). Your library may also allow <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">first available copy requests<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>Hold requests for specific issues of a serial title (such as the May 2015 issue of Horticulture Magazine ) or specific parts of a multi-part title (such as the first season of a television series on DVD).</span></a> on a specific issue of a serial or a specific part of a multi-part set.</p>
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<p>The request is then sent to designated libraries in a specified order through Requests-To-Fill (<a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">RTF<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>Requests-To-Fill or RTF processing
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sends hold requests to designated libraries in a specified order. A library chooses to fill or deny the request. The request is routed until it is filled, it expires, or every library denies it.</span></a>) processing. A library can choose to fill or deny a request. To fill a request, the library checks in the item and sends it to the pickup library. Then, the item is checked in at the pickup library and held for the patron.</p>
|
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<p>The RTF process is one way that hold requests are filled. In addition, whenever an item that fills a hold request is scanned at circulation, you see an alert message with appropriate instructions. If an item is scanned at the request’s pickup library, you typically hold the item. If an item is scanned at any other library, you typically ship the item to the pickup library.</p>
|
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<p>Your library sets holds processing options in Polaris Administration. Specific permissions are required to create and work with hold requests. See <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../../Patron_Services_Admin/PDPreceipts/Set_fine_receipt_options.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set fine receipt options</span></a>.</MadCap:conditionalText></p>
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<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Placing_Hold_Requests.htm#XREF_58179_Creating_Hold">Placing Hold Requests</a>
|
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</li>
|
||||
<li><a href="Displaying_Hold_Requests.htm#XREF_54099_Displaying_Holds">Displaying Hold Requests</a>
|
||||
</li>
|
||||
<li><a href="Grouping_Patron_Hold_Requests.htm#XREF_13358_Grouping_a_Patron">Grouping a Patron’s Hold Requests</a>
|
||||
</li>
|
||||
<li><a href="Managing_the_Holds_Queue.htm#XREF_30510_Viewing_Title_Holds">Managing the Holds Queue</a>
|
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</li>
|
||||
<li><a href="Editing_Hold_Requests.htm#XREF_33296_Modifying_Holds">Editing Hold Requests</a>
|
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</li>
|
||||
<li><a href="Daily_Request_Processing.htm#XREF_26045_Filling_Denying">Daily Request Processing</a>
|
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</li>
|
||||
<li><a href="Filling_Holds_at_Circulation.htm#XREF_16052_Satisfying_Hold">Filling Holds at Circulation</a>
|
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</li>
|
||||
<li><a href="Holds_Processing_Reports.htm#XREF_26938_Holds_Processing">Holds Processing Reports</a>
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