Hold Options Dialog Box - Queue Tab

Use this tab to set the following options for the holds queue:

Note:
See Set Holds options: Trapping preferences, queue settings.

• Trapping Preference - These settings can override the queue and affect which request an item will fill when it is scanned at check-in. Select a trapping preference:
  • None - The existing queue order is followed when an item that can fill a request 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. during circulation.
  • Prefer my location - If an item’s assigned branch matches the pickup branch of any request in the queue, fill that request ahead of the others. In effect, Prefer my location favors requests that keep or return an item to its assigned branch.
    • in Preference Group - If both Prefer my location and in Preference group are selected, preference is given to hold requests where the pickup branch is in the preference group, and that branch matches the item’s assigned branch. When a hold request has a pickup branch that is in the preference group, and that branch matches the item’s assigned branch, the hold is filled ahead of those with other pickup branches in the preference group.
  • Prefer my patron - If an item’s assigned branch matches a patron’s registration branch of any request in the queue, fill that request ahead of others. In effect, this option favors requests that place your branch’s items in the hands of your branch’s patrons.
    • in Preference Group - If both Prefer my patron and in Preference Group are selected, preference is given to hold requests where the patron’s registered branch is in the preference group, and that branch matches the item’s assigned branch. When a hold request is placed by a patron whose registered branch is in the preference group, and that branch matches the item’s assigned branch, the hold is filled ahead of those placed by patrons registered at other branches in the preference group.

  • Prefer check-in location - If an item could fill a request where the pickup branch matches the check-in branch, fill that request ahead of others. In effect, this option favors requests where the item does not need to be shipped.

    Note:
    If the check-in branch is in a preference group, priority is given to hold requests with both the check-in branch and the pickup branch in the preference group.

• Maintain Queue Position - Select one of the following options:
  • If suspended/inactive - When this option is selected, and you have also selected Permit suspended requests from PAC (Staff client & PAC tab - System level), suspended requests regain their original position in the holds queue for the item when they are reactivated. This setting also controls the queue position when a request placed with an activation date in the future becomes active. Otherwise, the request is placed at the end of the queue.
  • If re-activated - When this option is selected, not-supplied, expired, or canceled requests regain their original position in the holds queue for the item when they are reactivated. When this option is not selected, such requests are placed at the end of the queue.
• Trapping preference groups (System level only) - If you choose to use a trapping preference, you can extend the preference to consider a group of organizations, such as a group of branches from various libraries, all branches that belong to a library, or all the branches in a group of libraries. Open the Hold options dialog box, Queue tab at the System level, and select to add a new preference group.