Daily Request Processing
A recommended workflow is to review the status of hold requests once a day, using the Request Manager workform - Hold Requests view. This is important because other libraries may be requesting items from you, and activities may be taking place at other libraries that affect your patrons’ requests.
Check the following requests every day:
Note:
Your library may set up different descriptions for these hold request statuses.
- Pending - Requests from other libraries for items with a status of In at your library. The list of pending requests is also known as Requests-to-Fill. See Manage pending hold requests (Requests-to-Fill).
- Cancelled - Delete or reactivate these requests. See Manage Cancelled Hold Requests.
- Not-supplied - Delete or reactivate these requests, or convert them to interlibrary loan requests. See Manage Not-supplied hold requests.
Note:
You can reactivate a Not-supplied request, but if the reason it was not supplied has not changed, the request becomes Not-supplied again.
- Unclaimed - Pull these materials from the holds pickup shelf, and check them in. See Manage Unclaimed hold requests.
- Held - The Held items to transfer list at the bottom of the Request Manager workform displays held items that need to be sent to another pickup location because the pickup location was changed. Open the hold request and check it in so that it is trapped An item is said to be trapped for a hold when an item that fills a request is scanned at circulation and the system links the item to a specific request, either automatically or by displaying a message that prompts you for a decision. for the new pickup location. See: Check-in a held item with a changed pickup location.
Note:
This list includes held items for which the pickup location was changed by a staff member or a patron (if your library allows patrons to change the pickup location from the PAC. For more information,