Monday, June 25, 2007

Hold clarificaitons for June 23, 2007

E-mail message from Paul Gahn to all circulation and reference staff, Saturday, June 23:

1.) When customers arrive to checkout items placed on hold with the agency hold account please be sure to Override Checkout Item & Cancel Hold not just Override & Checkout.

a. Not cancelling the hold will cause the item to revisit your hold shelf when the customer returns it, creating work for you and your coworkers down the road. The item will sit on the shelf, no one will be notified and it will prevent other holds from being filled until it has been on the hold shelf for 7 days.

b. I am in the process of removing holds on agency accounts that have already been checked out.

c. Also use the Override Checkout Item & Cancel Hold option if a family member presents themselves to checkout available holds on a different account from the one used to place the hold.

d. Do not use Override Checkout Item & Cancel Hold if an item is presented for checkout (item wasn’t on hold shelf). In those cases you should simply Override & Checkout.

2.) Items that show up on the pick list do so because a hold has been placed on the item. There is no need to place another hold using an agency hold account. In fact, the customer will not be notified to pickup if you place a hold with the agency hold account. Pick list items need only be pulled from the shelf and scanned with Holds – Trap.

a. If going to another agency fill out a pink transit slip.

b. If being held at your agency an available hold slip will print if you have a receipt printer attached, otherwise write the customer name on a slip and the current date.

Paul Gahn

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