Cleaning the hold shelf reports etc.

E-mail from Paul Gahn to all circulation and reference staff, Friday, June 22:

Bartlett, Cordova, Crenshaw, East Shelby, Highland and South should have received their 1st clean hold shelf report this morning [6/22]. This report will be emailed Mon-Sat. directly to agency circ and ref accounts only if there are items to be removed from the hold shelf tied to customer accounts. This report is sorted by Customer name. Though the report indicates the next destination, items should always be pulled from the hold shelf and then run scanned through the Check Item status wizard to determine their fate. Items could be:

1. Going back on the shelf for another hold (available hold slip will print)

2. Going to another branch for a hold (fill out new pink slip)

3. Going back to the owning library for reshelving.

Unfortunately, this report does not include holds placed with the agency hold account (CENHOLD, CORHOLD etc.) In order to pull these, staff should daily use the Modify hold wizard to check their agency hold account (do not actually modify anything under this wizard) and sort 1st by Comment (name) column and then by Pickup by date column. Pull available hold items from the hold shelf that have a pickup by date equal to yesterday or earlier. These must be scanned through the Remove item hold wizard and remove the hold placed with the agency hold account. Then obey the Workflows instruction as to the item’s fate:

1. Going back on the shelf for another hold (available hold will print)

2. Going to another branch for a hold (fill out new pink slip)

3. Going back to the owning library for reshelving.

...

Paul Gahn