NC Cardinal Support and Staff Education
  • Home
  • Submit a Request
  • Check on a Request
  • Knowledge Books
    • About NC Cardinal
    • Acquisitions in Evergreen
    • Administration Manual for Libraries
    • Cataloging in NC Cardinal
    • Circulation in Evergreen
    • Evergreen Upgrades
    • Libraries Migrating into NC Cardinal
    • Serials in Evergreen
    • Offline Transactions
    • Reports in Evergreen
    • Resource Sharing
    • Student Access Initiative
    • Summon Documentation
    • Troubleshooting in Evergreen
Powered by HelpSpot

Home → Resource Sharing → NC Cardinal Resource Sharing → Clearing Shelf-Expired Holds

1.7. Clearing Shelf-Expired Holds


Clearing Shelf-Expired Holds

  1. Items with Ready-for-Pickup status are on the Holds Shelf. The Holds Shelf can help you manage items on the holds shelf. To see the holds shelf list, select Circulation → Holds Shelf.

    Holds Shelf is the twelfth option listed in the Circulation dropdown menu.
  2. The Holds Shelf is displayed. Note the Actions menu is available, as in the patron record.

    You can cancel stale holds here.

    The Actions menu is the fourth dropdown menu from the right in the Holds Shelf screen.
  3. Use the column picker to add and remove fields from this display. Two fields you may want to display are Shelf Expire Time and Shelf Time.

    Shelf Expire Time and Shelf Time are listed in the column picker dropdown menu.
  4. Click the Show Clearable Holds button to list expired holds, wrong-shelf holds and canceled holds only. Expired holds are holds that expired before today’s date.

    Show Clearable Holds and Clear These Holds are the second and third buttons, respectively, from the left in the Holds Shelf screen.
  5. Click the Print Full List button if you need a printed list. To format the printout customize the Holds Shelf receipt template. This can be done in Administration → Workstation → Print Templates.
  6. The Clear These Holds button becomes enabled when viewing clearable holds. Click it and the expired holds will be canceled.
  7. Bring items down from the hold shelf and check them in.

If you cancel a ready-for-pickup hold, you must check in the item to make it available for circulation or trigger the next hold in line.

Hold shelf expire time is inserted when a hold achieves on-hold-shelf status. It is calculated based on the interval entered in Local Admin → Library Settings → Default hold shelf expire interval.

The clear-hold-shelf function cancels shelf-expired holds only. It does not include holds canceled by patron. Staff needs to trace these items manually according to the hold slip date.

 

This page was: Helpful | Not Helpful


NC Cardinal is supported by the Institute of Museum and Library Services under the provisions of the federal Library Services and Technology Act (LSTA), as administered by the State Library of North Carolina, a division of the Department of Natural and Cultural Resources.