Expiring holds, Deleting holds, Setting up reserves – Follett VERSION 6.00 User Manual
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Chapter 5 Preparing to circulate your collection
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To keep the hold queue from building up with holds that are not retrieved or
fulfilled, System Setup allows you to set time limits on them.
Expiring holds
After the assigned number of days, Circulation Desk expires a hold. By expiring a
ready hold that has not been picked up by the patron, Circulation Desk can make
the next pending hold ready, giving the next patron in the queue the opportunity
to check the item out. By expiring a pending hold, Circulation Desk assumes that,
since a lengthy time has elapsed, the patron no longer wants the item.
You can revive expired holds - that is, make them pending again; Circulation
Desk has not yet deleted them. If you do so, Circulation Desk makes them ready
if and when the item becomes available. You cannot, however, revive reserves.
Deleting holds
To keep expired holds from building up in the queues, System Setup allows you
to assign a time frame for automatically deleting expired holds.
Expired holds are deleted from the system when Circulation Desk is started at
the beginning of each day. Any holds that are deleted are listed on an exception
report. For information about the Daily Holds Processing exception report, see
Interpreting the Daily Holds Processing exception report" on page 171.
Please note:
S
You can revive expired holds; you cannot revive deleted holds.
S
You can edit the expiration date of a hold, either before or after it expires.
S
You can edit the priority of a hold.
Setting up reserves
A reserve is slightly different from a hold. A patron places a hold when he would
like to have the item as soon as possible. For a reserve, a patron specifies a future
date when he would like to have the copy.
The copy's status is unaffected by the reserve until the preĆreserve processing
date arrives. On that date, when processing reserves, the Daily Holds Processing
initially changes the reserve status to pending. When processing holds, it changes
the reserve status to ready and the copy status to On Hold, if the item is available.
If the item is unavailable, the reserve status remains pending until it is available.
System Setup allows you to set the number of preĆreserve processing days. This
allows you time to locate the reserved copies, place them on the hold shelf, and
remind the patron to retrieve them.
Example:
If you enter
2
, the Daily Holds Processing exception report alerts you
to an upcoming reserve 2 days before the reserve date. Because the copy status of
an available item becomes On Hold that day, any attempted transaction on the
reserved item causes Circulation Desk to display an alert message.