Cancel Holds

Evergreen v.2.7

Concepts

Holds can be be cancelled - by staff using the StaffClient to access the PatronAccount PatronHolds tab or by patrons using their Online Catalog account. If the item is in-transit or "ready for pickup" you may need to take additional steps, see sections below

ALERT! If a copy of a title on which a patron has a hold is directly checked out to the patron (without the hold having been captured and made available) that patron's existing hold will be fulfilled by the checked out copy

Basic Cancel hold

  1. Retrieve patron record, click Holds
  2. Highlight the hold(s) to cancel
  3. Right click and select Cancel Holds
  4. A Cancel Hold - Reason and Notes dialog opens
    PatronHolds_CancelHoldReasonAndNote.png
  5. Select a Hold Cancel Reason and enter a note explaining the cancellation OR leave the hold reason as is and the note empty
  6. Click Apply
  7. Hold is cancelled and removed from the holds list

Cancel In-Transit Holds

If a hold item has the status In-transit, the hold can still be canceled

  1. From the patron's hold list, highlight the hold, right click and select Cancel Hold
  2. A Cancel Holds window opens, supply the Cancel Hold Reason and note if applicable
  3. Click Apply
  4. A Cancelling Transits window opens, asking "For barcodes[number], should the associated transits also be cancelled?"
  5. Click _No_
    • Clicking yes will change the item's status to "reshelving" at its home library, when it is still in transit / in delivery
  6. The item is removed from the patron's hold list (you may need to click Refresh)
  7. When the item arrives at the pickup library and is scanned in CheckInItems, it will be placed in transit back to its home library (or other destination)
    • The transit slip will state: "original hold for transit cancelled"

Cancel Available / Ready for Pickup Holds

If an item is receieved and the hold is made available, but then the patron decides he does not want it any more the hold can be canceled.

  1. From the patron's hold list, highlight the hold, right click and select Cancel Hold
  2. A Cancel Holds window opens, supply the Cancel Hold Reason and note if applicable
  3. Click Apply
  4. Hold is cancelled and removed from the patron's Holds list
  5. Open a CheckInItems tab and scan the item to put it back in Reshelving or In Transit to the owning library / to fill other holds; you may need to scan the item in Check In more than once

Cancel "Shelf Expired" holds

Shelf Expired holds are items that have not been picked up within the 7 day period. These items can be viewed separately from the full hold shelf list using BrowseHoldsShelf. See ShelfExpiredHolds for full information, or follow the steps below to clear holds not picked up and apply Failure to Pickup Holds bills.

  1. Open Browse Holds Shelf
  2. Click View Clearable Holds
  3. Using the Column Picker, add Patron Barcode and/or Patron Lastname column(s); click a patron column header to sort the list by patron
  4. Pull expired hold items from the shelf
  5. To cancel all holds, click Clear These Holds; the Status updates to Cancelled
  6. Make note of the item title or Copy it
    1. Right click on a hold, click Copy to Clipboard
    2. Click on the Title, click OK
    3. The title will be later pasted into the Failure to Pickup Hold Fee bill
  7. Right click on one hold, select Retrieve Patron; the patron account opens in a new tab
    • If a patron has multiple holds that have not been picked up, you can create one bill for all items, or individual bills for each item
  8. Click Bills
  9. Click Bill Patron
  10. In the Bill Patron Wizard
    • Select Billing Type: Failure to Pickup Hold Fee
    • Amount = $1.00
    • In the Note Field, type the title of the item, or right click and Paste if copied
    • Click Submit this Bill
  11. The Failure to Pickup Hold Fee bill will appear in the Bills list
    • In the PatronBills list, the Last Billing Note column can be added to display the Title of the hold item in the list IF the title is the first thing in the bill note field
  12. Close the patron record and return to Browse Hold Shelf to repeat for each expired hold until all have been billed
  13. Open a new tab, open CheckInItems
  14. Scan each item from the shelf to route as needed
EvergreenWebForm
Topic Subject Holds
Service Evergreen
Documentation type Procedure
Year

Includes RT Form? No
Status

Topic revision: r17 - 28 Aug 2015 - 09:22:52 - LindsayStratton
Evergreen.CancelHold moved from Evergreen.CancelHolds on 14 Dec 2010 - 17:48 by LindsayStratton - put it back
 

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