Talk:Holds

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relsitlimon

Table of contents
1 Will customer's be able to modify their holds, specifically, will they have access to the recall functions that we should not use?
2 Is the pickup location placed in the User ID Hold box AND the pickup at? one and the same?
3 Will there be a note on the customer hold site explaining that after 2:00, in order to have the item sent overnight the customer should call the owning agency to send it to the pickup site?
4 While checking items on the Pick List, what if we can't find an item because it was just turned in?
[edit]

Will customer's be able to modify their holds, specifically, will they have access to the recall functions that we should not use?

  • Someone recently asked if customers would have access to the recall functions. The only thing customers can do is place and remove holds via the EPS. They cannot modify holds. In other words, they will need to call the library if they want to do things such as: 1) change their pickup location; 2) suspend their holds.
  • For more information on how customer's place holds via the EPS, see Placing_Holds,_Online_Library_Catalog.
  • Kevindixon 15:00, 24 Jan 2007 (CST)
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Is the pickup location placed in the User ID Hold box AND the pickup at? one and the same?

  • Here is the entire questions:

Kevin, I just read your first post on the new ILS hold procedure. "In the User ID text box, enter the generic Hold User account of the location that the customer will pickup the item."

This statement is not clear to me. Do you mean, "... Hold User account of the location that (will be used by) the customer (to) pickup..."

In other words, is the pickup location placed in the User ID Hold box AND the pickup at? one and the same?

  • Here is my answer:

Yes, you are correct. Originally, the plan involved the creation of just one generic hold account. However, it was deemed necessary to create a hold account for each agency.

Therefore, you should put the item on hold for the generic hold account of the agency that the customer will use to pick up the item.

This will help out in those situations where someone arrives to pick up their books, but they do not know the titles of the books. Staff can view the items on hold for their location and quickly ascertain the titles of the items. This is not possible with only one generic hold account for the entire system. Kevindixon 16:50, 29 Jan 2007 (CST)

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Will there be a note on the customer hold site explaining that after 2:00, in order to have the item sent overnight the customer should call the owning agency to send it to the pickup site?

  • More background from person asking question: If I understand correctly, when a customer puts a book on hold via the computer after 2:00 pm, it will not appear on the pick list until 8:30 the next morning. Thus the book (if available) will not arrive at another site for two days, minimum.
  • You are correct. If a customer uses the Web to place a hold on an available item, it could possibly take longer to get that item to the customer than if they had just called us (like they do now).
  • While our capability to customize the EPS is limited at this point, it does not appear that it is possible to add a note on the Hold screen.
  • We are looking into the possibility of creating a Holds FAQ. If we are able to do that, we will definitely include this.Kevindixon 14:05, 6 Feb 2007 (CST)
[edit]

While checking items on the Pick List, what if we can't find an item because it was just turned in?

  • This came up in the Central Holds Task Force meeting on March 29, 2007.
  • When you are searching for items on the Pick List, you may come across a title that is missing.
  • On the Pick List, you will notice Date of Last Discharge.
  • If the Date of Last Discharge is not anytime recent, then you should mark the item missing.
  • But what do you do if the Date of Last Discharge was within the past day or two?
  • This will be a rare occurrence because this will only happen if a customer places an item on a book between the time that it was Discharged and the time that it reaches the shelf.
  • If a customer were to place a hold BEFORE the item was discharged, then staff would be notified to send the book to the Pick Up location. In other words, it would NOT appear on a Pick List.
  • So since we are talking about a rare occurrence, should you not be able to find an item on the Pick List with a recent Date of Last Discharge, you should:
    • Call D&D
    • If they cannot find it, then perhaps it is in transition. +
    • Wait until the next day and the shelves again. If it is still missing, then go ahead and Mark the Item Missing.
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