Clean Holds Shelf Report

v.2.7

Concepts

The Clean Holds Shelf Report lists holds that have been "on holds shelf" for 2 weeks.

Report Data

  • Transit Recieve Date - date item recieved at library and hold made available
  • Capture Date - date hold captured (from PullListForHoldRequests? or CheckIn? )
  • Request Date - date patron placedhold
  • Pick lib
  • Patron BC - PatronBarcode
  • Author
  • Title
  • Copy ID - database identifier used by PLS for troubleshooting
  • Item BC - ItemBarcode
  • Current Status - CopyStatus

Schedule and Access

The report is available on-demand via the BrowseReports function. It is located in the Ad Hoc Reports area. If no holds match the report criteria, no data will display.

Example Report

CleanHoldsShelf_Example.jpg

Guidelines for Use

  1. Check the report on a regular basis
  2. Pull old hold items from the shelf
  3. Retrieve the hold patron
  4. Cancel the hold
    • Process item for delivery, next hold for pickup at your library, or reshelving
  5. BillPatron for the "Hold no-show"; include a note to provide informationabout the hold, etc.
EvergreenWebForm
Topic Subject Holds, Reports
Service Evergreen
Documentation type Procedure
Year

Includes RT Form? No
Status

Topic revision: r4 - 28 Aug 2015 - 08:56:29 - LindsayStratton
 

This site is powered by the TWiki collaboration platformCopyright © by the contributing authors. All material on this collaboration platform is the property of the contributing authors.
Ideas, requests, problems regarding PLUM? Send feedback