Work with holds in the Console

Place a hold

To place a hold in the Wise Console:

1. Search for a title in the Catalog. 
2. Click on the title to open the title record screen.
3. Click the Place title-level hold button at the top right of the screen.  This will open the Search for customer screen.
4. This search screen defaults to Network. Click Local branch or All branches to change the scope of the customer search.
5. Enter a name or barcode to search for a customer. 
6. Potential matches will display below the search field. Click a name from the list to make a selection. 
7. Click Continue.
8. The Place hold screen opens. The customer's account information is available in the panel on the left side of the screen.

    Note: It is still possible to change the customer after opening the Place hold screen. 

9. If applicable, enter the Start and Expiration dates for the hold request in the center of the Place hold screen.
10. Under Item, click the Pickup/Delivery drop-down menu to select a location.
11. Title-level hold will be pre-selected in the Hold type drop-down menu. If the hold type needs to be adjusted, click the drop-down menu to select Item-level hold.
12. Click Place hold to complete the request. Upon successfully placing a hold request, a confirmation modal will appear.

After successful hold placement, staff are redirected to one of the following:

•  Unprocessed Holds screen (if enabled)
• Title detail screen (if Unprocessed Holds is disabled)

If the hold placement fails, staff will remain on the Place hold screen with an error message. If the hold request is cancelled before saving, a confirmation modal will appear prompting staff to either update the customer, continue with the hold, or continue cancelling the hold.

Cancel a hold

To cancel a hold:

1. Click the Customers tab at the top of the screen.
2. Search for a customer. A list of results will appear at the bottom of the screen.
3. Click the name of the customer who wishes to cancel the hold. 
4. Click Holds.
5. Click the box next to the title of the hold to be cancelled.
6. Click Delete on the right of the screen above the list of holds. 
7. A confirmation screen will appear. Click Delete to cancel the hold or Cancel to return to the customer's list of holds.

View holds on a title

The Unprocessed Holds screen provides essential information so that staff can fully assist patrons when placing hold requests. This information is now available in the Console, as a new tab on the Title Detail screen. The data on the Unprocessed Holds tab is the same in the Client and Console, but there are some additional features in the Console.

 Note:  If you would like to see the Unprocessed Holds tab, enable the system option UHLDCON: Display the Unprocessed holds tab on the Title page in the Wise console. This is a system-level option.

View unprocessed holds

To view unprocessed holds in the Console, navigate to a title and click on the Unprocessed holds tab to see the Unprocessed Holds screen:

1. Sort order: the Unprocessed holds tab opens with a default sort order.  Staff can use the columns to manually sort on any field. 
   • Hold priority, ascending
   • Hold ID, descending 
2. Unprocessed holds tab: the Unprocessed Holds tab includes the count of holds on the title.  This allows staff to view the number of holds on a title at-a-glance without having to click into the Unprocessed Holds tab.
3. Links:  In the Console, you can click on the customer name to go to the customer’s My Holds screen in the customer administration screen.
4. Show customer: By default, customer names are not populated.  Click the “show customer” checkbox to display customer names.
5. Columns:
    

   Label	Description
   Position	The position of the hold request in the hold queue
   Priority	The hold priority (default priority is 2).
   Request ID	Hold request ID.
   Type	Type of hold (ILL, System, Network, Branch).
   Customer	Customer name  Note: By default, the customer name is not displayed. To display customer names, click the "Display customer name" checkbox.
   Placed at	Where the hold was placed.
   Status	The current status of the hold request.
   Pickup/Delivery	The branch where the hold will be picked up by the patron.
   Hold condition	If the hold request won't be filled until another hold is filled first, the hold request ID for the prerequisite hold is displayed.
   Group number	If the hold request is part of a group hold (partial or sequential), the group ID is displayed.
   Sector	Catalog type (not in use in the US).
   Start date	Hold start date (not in use in the US).
   Pause date	The hold pause date, if set.
   Resume date	The hold resume date, if set.

Check in held items

When checking in a held item, staff will see a decision modal with two options:

• Retain: Checks in the item while maintaining the hold request, printing a new hold slip
• Remove: Checks in the item and cancels the associated hold request, allowing the item to:
  • Go in transit to its owning location
  • Be trapped for another hold request
  • Become available for checkout

 Note: This behavior matches the existing functionality in the Client.