Thursday, June 14, 2007

The Importance of Trapping Your In-Hand Holds

Go Live 2A customer calls and asks if you have a copy of a certain book. You check the shelf and you do indeed have it. You place that hold with the pick-up location's agency hold account (cenhold, levhold, etc.).

What is the next crucial step???


Placing a hold just lets the computer know that a customer wants a book. Trapping lets the computer know that a staff member has that book in their hand.

So what happens if you forget to trap? Let's say that you have placed the hold. You then put the P-slip in the book with the customer's last name, first initial, and the current date. You then put that item on the hold shelf.

Guess what will appear on the next Pick List? You got it. That same book. The Pick List shows all available items that have holds placed on them. You placed the hold when you had it in your hand. But you forgot to trap it.

So now, you or a co-worker is now looking for a book that is currently on the hold shelf.

So... along with the advice in the previous post, if you see a hold on the Pick List for an agency hold account, then something is wrong. So what do we do?

In the end, all we want is for the customer to get the material that they need. Every situation is different and there is not one answer. It may take some creative thinking in order for us to do that. If you need some help with that creative thinking, just give me a ring and we'll work it out together.

If you have any questions regarding this process, please let me know (email, phone, comments, wiki discussion page, etc.).

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