Follett VERSION 6.00 - Manual (Page 165)

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Chapter 12 Managing holds
This chapter contains instructions for placing holds and reserves, managing and
editing holds and reserves, and interpreting the Daily Holds Processing
exception report. Circulation Desk allows you to place holds and reserves for
patrons; OPAC allows patrons to place holds and reserves for themselves.
See also: For more information on allowing patrons to place their own holds and
reserves, see page 74 to set up Patron Empowerment and page 472 to use it.
A brief introduction to holds
Circulation Desk allows you to place a hold for a patron on any copy or a specific
copy. The following scenarios provide examples for the use of a hold:
A patron wants a certain copy and goes to the OPAC only to discover that the
copy isn't available. His library has enabled Patron Empowerment so he logs
on and places a hold for the copy he wants. During his next library period, he
logs on and checks his Patron Information to see if his hold has become
ready.
Another patron calls or sends an eĆmail message about a particular title. A
copy is available, but the patron can't get to the library until tomorrow
afternoon. To ensure that the patron gets the item he wants, you create a hold
for him. The next day, the patron retrieves the copy.
Placing a hold on a copy that is checked out, at the bindery, or loaned out, results
in a pending hold. Placing a hold on an available copy results in a ready hold.
You cannot place a hold, however, on copies that are already checked out or on
hold to that patron, or that are missing or lost, or have a circulation type of *NC.
When you check in a copy with a pending hold, the hold status changes to ready
and Circulation Desk alerts you about the hold. This allows you to place the copy
on the hold shelf so that it won't be reshelved. You can then tell the patron that
the hold is ready. You can print Ready Hold Notices in the Reports module.
If you want to be alerted by sound when a copy that was checked in readies a
hold or reserve, see the section on setting up alert sounds on page 88.
Holds can also become ready during the Daily Holds Processing when you start
Circulation Desk at the beginning of the day. When this happens, a message on
the Daily Holds Processing exception report informs you that the hold is ready.
If the patron does not retrieve the copy in the time allotted, the ready hold
expires. If a certain item is popular, a pending hold can expire before a copy