Group hold requests
A group hold request is a set of titles that are reserved at the same time using the staff client clipboard. The titles can be requested as individual holds, or set up conditionally so that when one item is returned, the next is supplied. This second option is useful when the customer wants to borrow a series of items in the order that they were published.
Add hold requests to the clipboard
To add items to your clipboard to create a group hold request:
- Search the catalog for the item you want to request.
- Click the clipboard icon (
) at the bottom of the catalog screen. The title is added to the clipboard. - Repeat steps 1-2 to add more titles to the clipboard.
- Once all of the titles you want to reserve are added, click on the clipboard button at the top of the screen to go to the clipboard.
- Use ctrl+a to select all of the titles on the list, or ctrl+click to select specific titles to be reserved.
- Right-click on those titles and select Reserve. The customer search screen opens.
- Search for the customer placing the request. Once you select the customer, a Reserve screen appears.
- Select:
- as a group to reserve all of the titles as a set. As soon as one of the items from the set is supplied, the other hold requests from the set are removed from the system and a group number is assigned to all of the items as a single group. The group number can be found in the Hold request overview in the customer's account and on the hold request details screen.
- every title separately to create an individual request for each requested title. These holds are processed normally. To set up a hold sequence for the requested titles, update the Hold condition in the hold details.
- Click OK. The requests are created.