Holds Configuration and Management

User places hold in my Account 

Run Hold Recall Report (schedule to run daily) 

Need to check/edit RECALL in the Loan Period Policy (Circulation Configuration)

3. Run Recall Notice on Charged Items Reports (schedule to run daily after 2) 

1. Check\edit recall notice text 

2.             

4. When Item is returned/discharged a pop up comes up and notifies staff to set aside or print hold slip 

1. the hold status is changed to AVAILABLE and ACTIVE 

2. Configure discharging wizards to print hold slips and/or wrappers 

3.            

5. Run Hold Pickup Notices Report (schedule to run daily) 

1. Check/edit hold pickup notice text  

1. On server: unicorn/notices 

2. Copied to T:\NGL\SIRSI\Notices for convenience 

6. User doesn’t pick up book 

7.                          

7. Run Expire Available Holds report (can schedule) 

8.                         

8. Run Clean Holds Shelf Report for a list of expired/cancelled holds on the shelf (can schedule) 

9.                        

9. Run purge inactive holds to remove them from system (pick an interval to run)