Learning Objective
  • Manage Holds and generate a "Holds Pull List".
Holds 

More than ever, holds are becoming an essential feature in today's school libraries. MobileStaff allows library staff to complete many functions related to holds. This includes viewing holds on a user record or by the item itself, generating a list of holds to pull from the shelf, and the ability to manage the hold shelf. If your library is not set up for holds, please contact your INFOhio Provider to learn more about the possibilities available to you and your users by enabling holds. 

Holds by User

You may view, modify, and remove holds associated with a user with Holds by User. Enter or scan a User ID, Student ID (ALT ID) or use User Search to locate a user and view their holds. 

Select a hold by clicking or tapping the checkbox. Choose from Display, Modify, and Remove to view or edit a hold.

  • Display 

Display will display Hold information like pickup library, hold expiration date, and the status of the hold.

  • Modify 

Modify allows you to modify the pickup library and expiration date of a hold. You also have the option of adding a comment.

  • Remove 

Remove allows you to remove selected holds.

Hold Shelf

The Hold Shelf option is used to view and process holds currently on the hold shelf. You can modify available holds and determine what actions need to take place, such as marking an item missing or removing a hold.

Managing the Hold Shelf:

Select one or more of the available status buttons to generate a list of holds. Active, Cancelled, Expired, and Suspended will produce a list of holds with the status selected. 

Select a hold and click or tap Actions at the bottom of the screen to choose from several options to manage the hold. 

Possible actions for the hold include:

 

  • Mark Missing - marks the held item as missing. The hold is set to Unavailable and the item is removed from the list of holds in the Manage Hold Shelf wizard.
  • Modify - modifies the details of an available hold.
  • Process Inactive - MobileStaff determines the next action on the inactive hold and displays the action in a list.
  • Remove - removes the hold from the item.
  • View Processed - lists holds that have been previously processed.
  • Refresh - refreshes the list of holds on the hold shelf.
  • Cancel - closes the dialog box.
 
 
Generate an On-Shelf Holds Pull List

The Holds Pull List provides a list of on-shelf items that need to be pulled to fulfill holds. Holds and the ability to place them on checked out and/or available items must be enabled in your Library Holds policy in Workflows. Please contact your INFOhio Provider with any questions you may have regarding the setup and use of holds in your library. 

This list can be filtered by Library, Current Location, and Item Types by using the corresponding drop-down menu. Click or tap the arrow to expand the selections. When the Current Location is set to "All Locations", the list will be sorted in alphabetical order by location. Click or tap the Onshelf Items button to generate a list. 

Tap or click the item or right-facing triangle to the right of each item to trap the hold, delete the hold request, or mark the item as missing. Trapping a hold places the item on the holds shelf or puts the item in transit to the pickup location. This feature saves you from having to print a report to take with you to the shelves. If a receipt printer is attached you will see the ability to choose Print Hold Receipt. You will only see the "Print Hold Receipt" option if receipt printing is enabled within Setup. 

If you would also like to see the edition information for a title on the Holds Pull List, navigate to Setup and turn on this option. In Setup, under Deselect/Holds, you will see the option to Show Edition on Holds Pull List. Check the box and click Apply to enable this feature. Enabling edition information will help to quickly identify and pull the correct item when multiple editions are available on the shelf. 

After applying that feature, generate a Holds Pull List. If an item has edition information, you can see that information next to the title. 

The following video will highlight the Holds Pull List, Holds by User, and Hold Shelf options.

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