Wednesday, January 31, 2007

Hold On Tight, Here Come Holds, Part V

Go Live 2What if a customer informs us that they no longer need a hold on a certain item?

Removing a hold within Workflows is easy. You scan or type the User ID and a list of existing holds will appear. Select the items the customer does not want anymore and click on Remove Holds.

However, there are a couple of issues that make this a bit more difficult. Was a hold placed on the customer's User ID or was it placed on a Generic Agency Hold ID?

If a hold was placed using a Generic Agency Hold ID, then reference staff should direct the customer to circulation staff (where the book is being held). Since the list of existing holds on a Generic Agency Hold ID could be lengthy, finding the item the customer has put on hold could be a bit difficult. This is one reason why we need to add the customer's name into the comments section when placing a hold using the Generic Agency Hold ID. Staff can sort the comment column and quickly find the customer's name and remove that hold.

For more information, view Removing Holds on the training wiki.

If you have any questions regarding this process, please let me know (email, phone, comments, wiki discussion page, etc.). All questions and answers will end up on the Holds Discussion page.

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