Hold request screen

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Access the hold request screen

The hold request screen can be accessed:

When a request is made. For more information, see Place hold requests.
From Holds > Show holds
- Use the filters at the top of the screen to display the type of hold request to view
- Double click on a hold request line to access the hold request screen.

Hold request screen contents

Hold request screen.png

Customer information

At the top of the screen, customer information displays in a yellow box. Click Change at the bottom of the screen to update phone or fax numbers, or email address.

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Field	Description
Customer barcode	The field on the top left contains the barcode of the customer for whom this reservation is made.
email/mail	The settings for the RSO message. The options in the drop-down menu are generated from the message preference method.
phone	The telephone number of the customer as set in the customer administration.
email	The e-mail address of the customer as set in the customer administration.
bgg	An alternative phone number for the customer to enter here.
fax machine	Fax number as set in the customer administration.

Note: When the LRBEMLV system option is enabled in the Manager, it can be signaled during the reservation that no email address has been provided. A message will appear, "No email address known. Back."

Selecting "No" will allow the reservation can be continued. Selecting "Yes" will return you to the reservation details screen, in order to enter an email address.

Caution: This notification will only appear if the message preference is set to "email/mail." Email Inbox.jpg

Hold request information

Hold request information displays in the center of the screen in a blue box. The following information is included:

Field	Description
Hold request	The titles and author of the reserved title. The hold request ID displays in brackets [ ].
Holdings	This field displays the holdings in the collection. If there are titles held by branches that do not supply their items for holds, this field will display two numbers with a slash between them. The first number represents the total number of items available in the collection and the second number represents the number of items not available.
CO/OTS	Number of items that are not immediately available because they are checked out or on the holds shelf waiting for another customer. The two numbers are separated by a slash.
Total holds	Number of hold requests for this title.
Present	Number of items that are In at the library and immediately available.
Position	Displays how many holds are ahead of the request.
Source	A - Holds department B - Service desk C - Music web I - Internet Wise-APP K - Bulk L - NCIP hold requests O - Taken from Zoek & Boek P - Pubcat
Date of hold request	Date the hold was placed.
Hold start date	The date that the item is needed. It is not guaranteed that the item will be available by this date.
Expiration date	The expiration date of the hold. If the request has not been fulfilled by the date provided, it will be cancelled.
End date	The date that the hold is fulfilled. A hold is considered fulfilled when it has been checked out and returned. The status of a fulfilled hold is Z - processed/closed.
Pause begin date	The date the item's hold was paused. Note: Only holds in Active status can be paused. The hold will remain in Active status while paused.
Hold resume date	The date the item's paused hold will be re-activated.
Status	The hold request status. The status of a hold request can be changed, if necessary. When a request status is changed from Z to A, the hold request starts again from the beginning; the end date of Z is removed. If changed from Z to B, if the item is still present, the hold request proceeds from B; the end date remains the same. If there are telephone messages, the status can be changed from O to B without any consequences.
Priority	A hold request is given a priority (this can be configured for each material type in Wise configuration). A default value can be entered for all hold requests of an organization. You can also change the default by selecting a different priority (0 to 9). The lower the number, the higher the priority. If there are hold requests with the same priority, the request with the oldest date is processed first.
Hold condition	If a condition has been set for the hold, it will display here. A hold condition is used to indicate when the hold will be processed in relation to other items on hold/checked out. Example: A customer wants to receive volume 1 and 2 in a series. They might request both items for hold with the condition that volume 2 is not processed until volume 1 is past status A - Active/processing.
Res. group number	If the item was reserved as part of a group of items, an identification number will display here.
Costs	Any costs for placing the request that are not already configured in your system. For example, the customer's branch may not charge holds costs, but if they select a branch to pick up from that does, the amount can be entered here.
Type	The type of the hold request. For more information, see Hold request types.
Item	A hold request can be placed on a title or an item. The most common method is by title. This can also be the default setting. This can be changed if necessary. Holds can be placed on the item level. For information, see View items.
Placed at	Displays with search network the hold request was placed within.
Pick up/Deliver	The customer can decide to pick up their request at a branch other than their home branch.
Comment on receipt	There is a space on the hold request slip for a comment with a maximum of two lines. This comment also appears as a message at the service desk.
Date	When a message is sent to the customer, the field name changes to Message. The date that the message was sent is displayed in this field. The method for sending the message is displayed in brackets [ ]: M - email F - mail S - mobile/text
Item	As soon as a message is sent, the specific item held for the customer displays here. The number can be copied to the clipboard from the hold request details window.
Delivering location	The branch that will provide the item.
Archive	The Archive reason populates after a hold request is canceled, deleted, or not picked up.
Notification	Optional notification to the customer about the hold request.

Menu options

The hold request screen is where holds for a customer are configured. The top portion of the screen displays an Options menu with the following sub-menu options:

Options menu selection	Description
Count items (F6)	Displays the statistics for holds on the item, by branch: Total Ordered Borrowed Shelf Not available Viewing Present Open hold requests
Settle (Alt+S)	Opens the Process hold request window, which allows you to manually process the hold request. The reason you select from this list will display in the customer's holds history. This option can only be selected when existing holds are placed on the selected title. See Settle and restore holds for more information.
Items	Displays an overview of items: Item barcode Branch Material type SCAT Status Return date Location
Title	Opens the title in the catalog.
Message	Allows you to resend holds messages to the customer. This is only possible for holds with the status B - Message. A confirmation message appears: Message already sent. Send message? Click Yes to resend the message.
To customer	Opens the customer administration screen of the customer who placed the hold.